Inventory Issues Form

Use the Inventory Issues form to fulfill item requests for inventory items. This procedure reduces both the quantity on hand and the quantity reserved. You can also issue an inventory item without using the item request procedure. This reduces the quantity on hand but has no effect on the quantity reserved.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Inventory > Transactions > Inventory Issues.
2. To enable the fields, click and select an inventory issue on the lookup or click New on the toolbar.

Contents

Toolbar

Field	Description
New	After you click this option, select one of the following: Select New Issue to create a new inventory issue transaction. Select Create Issue from Item Request to open the Item Request lookup, where you can select an item request to copy and use to make a new inventory issue transaction.
Post Issue	Click this option to commit the inventory issue transaction. When you do, Vision assigns a transaction number to this inventory issue, recalculates the item's Quantity on Hand and Quantity Reserved, and creates and posts a unit transaction file. If you click this option and the item is connected to a unit record with a status of Dormant, Vision displays an explanatory message.
Issue Lookup	Click this option and select from the following options: Issues — Displays all posted inventory issue transactions. Select an issue transaction to populate the Date, Performed By, and Comment fields, and to enable the Reverse Lines option. Reverse Lines — Displays the rows for the issue transaction that you selected.
Print	After you click this option, select one of the following: Select Print Current Issue to preview a report of the current transaction. Select Print Active Group to preview report for the current group of transactions. Select Select Issue to Print to display and select from a list of all of the inventory issue transactions that are posted and generate a report.
Help	Click this option to open the Vision online help topic for Inventory Issues.

Fields

Field	Description
Transaction Number	This field displays the next inventory transaction number.
Date	Enter the transaction date or click and select the date. If Vision is configured to require that transaction dates fall within the current fiscal year or current fiscal period, the date you enter must meet that requirement.
Performed By	This field displays the employee name of the Vision login user who started the Inventory application for this browser session. Click to select a different user from the Employee Lookup list.
Comment	Enter comments or notes in this field. The Inventory Issues Report header displays whatever is entered in this field.
Item Request Number	If this transaction was created in the New > Create Issue from Item Request option, this field displays the value in the Request Number field on the header of the item request from which this inventory issue transaction was created.
Requested By	If this transaction was created in the New > Create Issue from Item Request option, this field displays the value in the Requested By field on the header of the item request from which this inventory issue transaction was created.
Diary	This field displays only if you have set up a diary in Accounting System Settings Configuration for the fiscal period or fiscal year in which you are entering transactions. Use this field to select a diary code for the current transaction or the group of transactions if you are processing a group of transactions, such as an accounts payable payment processing run. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Transaction Auto Numbering tab in Accounting System Settings that have the same fiscal period or fiscal year in which you are entering transactions, or no fiscal period or year entered for them. If you have multiple companies, the Diary drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction, or enter a reversing transaction.

Items Grid Toolbar

Field	Description
Insert	Click this option to add a blank row to the grid.
Copy	Click a row to copy, and then click this option to copy it.
Delete	Click a row to delete, and then click this option to delete it.

Items Grid

Use this grid to identify and track the inventory items that are issued to fulfill an inventory item request transaction and the project, phase, or task for which you make this request.

Field	Description
Item	Click to display a list of all inventory items. Select an inventory item from the list. If you created this inventory issue transaction from an item request transaction, this field displays the item's item number, and is non-editable.
Description	Enter or edit the item's description.
Reserved Qty	If this transaction was created from an item request transaction, this field displays data from the item request. For other inventory issue transactions, this field displays the open quantity of the item that remains, if this item was used before.
Location	Select the location in your company where the item is issued from inventory. This field displays the item's default location if: It is specified for the item in the Default Location field on the Inventory tab of Configuration > Purchasing & Inventory > Items Master, and The Default in Location for Inv Transactions sub-option is selected on the Inventory tab of Configuration > Purchasing & Inventory > Company Settings. This field displays if the Allow Modify Locations option is selected on the Inventory tab of Configuration > Purchasing & Inventory > Company Settings.
Issue Qty	Enter the quantity of the item to issue from inventory. This quantity must be equal to or less than the item's Quantity on Hand.
U/M	This field displays the item's unit of measure.
Unit Cost	This field displays the item's average actual cost. If this inventory issue transaction reverses the entry in a line item, this field displays the item's original cost.
Total	This field displays the total monetary amount for this item.
Project	If you created an inventory issue transaction from an item request, this field displays the project for which this inventory item is requested to be reserved. Click to select a project. The area below the grid displays the project's name and number.
Phase	If you created this inventory issue transaction from an item request transaction, this field displays the item's phase, if any. Click and select the phase for which this inventory item is requested to be reserved. The area below the grid displays the phase's name and number.
Task	If this inventory issue transaction was created from an item request transaction, this field displays the item's task, if any. This is required if the selected phase has tasks. Click and select the task for which this inventory item is requested to be reserved. The area below the grid displays the task's name and number.