Issued Out

Issued Out is used to remove received goods from storage, so that they can be used by FORMULATRIX or Promanufacture staff. From office supplies to tools and equipment used for new product development, all received items must be issued out of the warehouse where they are stored before they can be sent to the department or staff that requested them. Issuing out is performed by the warehouse staff when a work order (WO) is set to Open to Buy and the necessary goods are already in stock in a FORMULATRIX or Promanufacture warehouse. After being issued out, the goods are sent to the department or staff that submitted the WO.

To issue out goods:

  1. Open the Transactions table.

  2. Click the Plus button at the top-left of the screen to create a new transactions.

  3. In the Create New Transactions window, type or select the appropriate information for the following fields:

    • Date — Select the date that the transaction will be created.

    • Warehouse — Select the specific warehouse from where you want to issue the items out.

    • Employee — Select the person who will create the transaction.

    • Issuance Type — Select Issued Out from the Issuance Type list.

    • Work Order ID — Select the specific WO ID that will be issued out.

  4. OPTIONAL: Select the Email (Issued Out only) option if you want to see and edit the Transaction Line Items (TALI) for your WO in a spreadsheet before creating the TALI record in TIGA. If this option is selected, the system will email you the corresponding spreadsheet. However, the system will not automatically create the TALI record until you have uploaded the edited spreadsheet. See also Importing a TALI record.

  5. Click Create in the lower-right corner of the Create New Transactions window.

At this point the Transaction and TALI records are automatically created. The TALI status is still listed as Unconfirmed. Next, check the goods’ quantity by Using Scan Barcode Receiving. When you have finished, the TALI status will automatically change to Confirmed and the WO status will change to Issued.


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