New Development: Requisition System
By Shaun Gourlay, Sage Developer, Eureka Solutions
One of our clients required an internal requisition system for their Sage 200 system which would eliminate the need for staff to move around the building searching for items. On request, they would be delivered by the Stores/Shipping department instead. On an internal requisition, the client required an email of the requisition to be sent to a generic store address and a copy to the user who submitted the request. It should also be possible to store a status against a request so the user can check its current status. The status should be requested, allocated, picked and despatched. It was also required for the system to hold a collection of departments so the request could be submitted against the correct department.
Solution
The solution developed by Eureka Solutions was to create the new screen below which is similar to our sales order entry screen in the Sales Order Plus. It allows users to enter the relevant details for the header of the requisition to a member of staff or department. The department is populated by default from the collection associated with the user making the request. However, it is possible to manually change the department and a “priority” can be selected from a drop down of predefined values. A grid has been provided to allow quick entry of the stock items and quantity required. It shows the free stock in the main warehouse regardless of bin locations. It is then possible to either save the requisition or to save and request. If only saved, it can be amended at a later date and then requested. On selecting the save and request button, a standard sage report is produced which can then be emailed or printed as a requisition.
The second screen below was created to show any outstanding requisitions. Each requisition is given a status which is set to “requested” on creation. Once requested, the main store can then allocate the goods. This forces an internal allocation and sets the line status to be either “Part Allocated” or “Allocated” depending on the quantity allocated. The staff in the main warehouse can then print a pick list for a requisition by clicking the “Print Pick List” button which provides details of all the goods to be picked and the amount required. The option to “Despatch” is then available and this will set the picked goods to be dispatched. Only once the total quantity on the requisition matches the quantity required, the requisition can be marked as completed.
To find out more our bespoke customisation for Sage, please call 01355 581 960 or email development@eurekasolutions.co.uk.
