Overview
This functionality was developed to allow users to raise Workflow requisitions to loan or borrow stock.
Functionality
When you capture an Issue type requisition, you will notice 2 types have been added to the Lookup list:
These transaction types are used when items are loaned out or in.
LOAN – Loan out stock to External
If you select a LOAN transaction type, you will have the following options:
Once you have made the selection you can continue capturing the requisition.
After capturing, the requisition will route for Workflow approval.
When this requisition is approved, it will become a stores issue.
After printing the picking slips, use the Stores Issues application to release it:
Note that before this process, the stock on hand was as follows:
After the stores issue has been released:
You will notice the Stock on hand of the item has been adjusted (SOH-).
CLOAN – Receive Stock Loaned to External
To receive stock loaned out back in stock, it is not required to capture an e-Requisition again since the approval was done during the LOAN process.
To receive stock, open the Stores Issues application and create a new stores issue:
You will be required to enter the original requisition number. You can also search on the internal reference number:
Enter the requisition number of the LOAN you wish to receive back in stock.
Once you have completed capturing the stores issue, you will receive the following confirmation:
Note the stock on hand before this process:
After the new stores issue has been captured:
You will notice the Stock on hand of the item has been adjusted (SOH+).