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Retrieving An IBT Allocation

If an IBT Request has been raised by the Request/Receiving Branch, a user at the Issue Branch - the branch which will issue the goods - must first retrieve and open the IBT using the Finder. To do this:

 

1.      Select Outgoing IBTs in the Finder, to view IBTs relating to outgoing stock.

 

2.      Make sure your branch is selected (i.e. the Issue Branch - Warrington in this example) in the Branch menu on the Finder Toolbar.

 

3.      Click Advanced on the Finder Toolbar to view Advanced criteria.

 

4.      Select the following Filters: Unconfirmed; Printed; Requests Only (or Default View).

 

5.      Click the Search icon on the Finder Toolbar.

 

All IBT Requests with the chosen criteria are listed in the Finder.

 

At this point the Request Number and IBT No are the same (see Notes About IBT Numbering). The Narrative column reads 'Request Outstanding', indicating that the IBT Request has been made but the goods have not been Allocated/Delivered:

 

FileM_IBTRequestFinderOutgoing.gif

 

Note: The Request Branch - Quayside Business Park in this example - may also locate the IBT at this stage by selecting 'Incoming IBTs' in the Finder and 'Quayside Business Park' in the Branch menu on the Finder Toolbar. See Finding The IBT Request.

 

6.      Use the standard Finder methods to locate the required record in the Finder results and then open it. For further details see Finding Outgoing IBTs.

 

To continue this stage of the IBT procedure you may now amend the IBT Allocation if necessary before completing and printing the IBT to generate a Picking Note.

 

NEXT: Amending The IBT Allocation