Goods issue notes

Goods issue notes

A goods issue note records goods issued through warehouse work. An issue order is the order you select under Related to. Use the note when you need to create a new record for that order or locate one that already exists before continuing with warehouse work.

The Warehouse list is the list where saved goods issue notes appear and where you begin the new-note form.

The surrounding warehouse flow includes receiving, inspection, stock, goods issue, and delivery activities. Read the warehouse fulfillment flow for the wider sequence. Continue with Delivery notes when your work moves to that document. Start with Before you start when you are ready to prepare the note.

Before you start

Have the issue order that the note relates to available before you begin. You select it under Related to in the new-note form.

Collect the product quantities before opening the note. Have the identifying list information ready if you are locating a saved note, including its sheet number, product, warehouse, quantity, unit, responsible person, issuer, and issue date.

You need access to the Warehouse list and the new goods issue note form. If you are opening an existing note, continue to Find or start a goods issue note.

Find or start a goods issue note

Use the Warehouse list to choose between opening the new-note form and locating a note that already exists.

Prerequisites

• You know whether you are creating a note or locating a saved note.
• You know the issue order or list information you need.

Steps

1. Open the Warehouse list.

2. Choose one path:

   If you need to…	Then
   Start a note	Open the new-note form.
   Locate a saved note	Open the existing-note list, then use Sheet no., Warehouse, Product, Qty, Unit, P.M Responsible, Issued by, and Issued on to identify it.

Result: You are on the new-note form or have identified the saved note you need. Continue by reviewing the fields and item area.

Understand the note screen

The goods issue note screen contains the note information at the top and an item grid when the note has an issue order. The new-note screen displays Related to, Issued By, Issued on, Save, and Save and Close.

Use the list headers above to identify the saved note. The list also provides Refresh, Table Layout, and Settings.

When you recognize the fields and item area, continue by creating the note and adding its products.

Create the note and add products

Create a note by selecting the related issue order, adding its products, and entering the quantity issued for each product.

Prerequisites

• You are on the new-note form.
• You have the issue order and the quantities to issue.

Steps

1. In Related to, select the issue order.
2. Confirm that the target-items grid appears.
3. Select Products.
4. Select the products for the note.
5. Open the product row edit action.
6. In Qty, enter the quantity issued.
7. Check Unit.
8. Check Product and Product Variant.

Result: The selected products and their issued quantities are listed for the note. Continue to Handle new and existing notes or Save the note and recover from errors.

Handle new and existing notes

New and saved goods issue notes show different controls because a new note still needs its related issue order, while a saved note already has one.

Prerequisites

• You know whether you are creating a note or locating a saved note.

Steps

1. Open the Warehouse list.

2. Choose one path:

   If you need to…	Then
   Create a note	Open the new-note form.
   Locate a saved note	Open the existing-note list.

3. Complete the path you chose:

   If you need to…	Then
   Locate a saved note	Select a row in the existing-note list.
   Create a note	Select Products after an issue order is available.

The target-items grid appears only when an issue order is present. Products is available for a new note with an issue order, or for a developer. The Inventory field is not part of the editable note form, and Final product, Comments, Last Modifications, and the row delete action are not part of the active note path.

Result: You are on the new-note form with Products available when an issue order is present, or you have opened the selected saved note. Continue with Save after the product quantities are ready.

Save the note and recover from errors

Save the note after the related issue order and product quantities are ready. Saving validates the form and the product list before it sends the note.

Prerequisites

• Related to has a selected issue order.
• The product rows contain the quantities to issue.

Steps

1. Select Save to save the note and remain on the note screen.
2. Select Save and Close to save the note and leave the form.
3. If the save succeeds, look for Your request was completed successfully.
4. If the product validation displays Please enter the storage area and position for each product, enter the required storage area and position for each product before saving again.
5. If the save displays An error occurred while processing your request, correct the note data you can review and try the save action again.
6. If the product message displays Package products cannot be empty, add the required products before saving again.

Result: The note remains available for review after Save, or the form closes after Save and Close. Continue to Know what comes next.

Know what comes next

After you save a goods issue note, continue with the warehouse activity that follows your work. Use Delivery notes when the next document is a delivery note. Use Save or Save and Close to save the goods issue record; its completion menu is not part of the active note path.

The saved-note list presents the eight headers Sheet no., Warehouse, Product, Qty, Unit, P.M Responsible, Issued by, and Issued on, together with Refresh, Table Layout, and Settings. Work from the headers visible in your list when locating the saved note.