# 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](doc:warehouse-fulfillment-flow) for the wider
sequence. Continue with [Delivery notes](doc:delivery-notes) when your work moves to that document.
Start with [Before you start](#before-you-start) when you are ready to prepare the note.

| If you need to… | Go to |
|---|---|
| Start a new note | [Create the note and add products](#create-the-note-and-add-products) |
| Find a saved note | [Find or start a goods issue note](#find-or-start-a-goods-issue-note) |
| Recognize the fields and item list | [Understand the note screen](#understand-the-note-screen) |
| Correct a save problem | [Save the note and recover from errors](#save-the-note-and-recover-from-errors) |

## 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).

## 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. |

![Use the visible list headers to identify a saved goods issue note.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/582cff0d1d39cebdee7636576b002144.png)

**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**.

| Area | What you use it for | What changes |
|---|---|---|
| **Related to** | Select the issue order for a new note, or read the related order on a saved note. | A new note shows the picker; an existing note shows the related order value. |
| **Issued By** | See who issued the goods. | The control is shown without a required marker. |
| **Issued on** | See the issue date. | The control is shown without a required marker. |
| Target-items grid | Review products and quantities tied to the issue order. | It appears when an issue order is present. |

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

![Identify the new-note fields and save actions.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b7d160b9bd628e7ea47c7772c1a5495f.png)

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**.

![Check the new-note controls before adding products.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b7d160b9bd628e7ea47c7772c1a5495f.png)

**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.

| Message | What to do |
|---|---|
| `Your request was completed successfully` | Continue to the next warehouse activity. |
| `Please enter the storage area and position for each product` | Enter the storage area and position for each product. |
| `An error occurred while processing your request` | Review the note and try the save action again. |
| `Package products cannot be empty` | Add 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](doc: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.