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Stock Request

Where: Settings › Generic Settings › Stock Transferring › Stock Request

Warn if inventory exceeds maximum?​

Choices: No / Yes, base on For Locations: "Inventory + Current Transactions Total Qty" / Yes, base on For Locations: "Projected Inventory + Current Transactions Total Qty"

When you save, CIRMS checks each product against its maximum for the transaction's location (products with no maximum are skipped):

  • No: no check.
  • Yes, base on For Locations: "Inventory + Current Transactions Total Qty": warns if the stock on hand plus this transaction's quantity is above the maximum.
  • Yes, base on For Locations: "Projected Inventory + Current Transactions Total Qty": the same, using projected inventory (including stock already ordered or requested).

The warning lists the products (you can download the list) and you choose whether to continue.

Affects: Stock Requests (From Other Branches), Stock Requests (To Other Branches)

Check to turn on the following warnings for repeated requests. Indicate duration of warning (in days) in the textbox for system to verify the existing product within the duration.​

Choices: Already requested and delivered day(s) / Already requested but not yet delivered day(s)

Warns about repeated requests when you save a stock request. Tick one or both and enter the number of days:

  • Already requested and delivered: the product was requested by this branch within the last N days and delivered.
  • Already requested but not yet delivered: the product is on an earlier request from the last N days that hasn't been delivered.

The warning lists each product with the earlier request's sheet number; you choose whether to continue.

Affects: Stock Requests (From Other Branches), Stock Requests (To Other Branches)

Auto-print after Save?​

Choices: Yes / No

  • Yes: right after you save or approve a transaction in this module, CIRMS opens the print preview with the template chosen in the next setting. If Enable Printing of Transactions Only When Approved is on, it only prints when the transaction is approved.
  • No: nothing prints automatically; use the print button when you need it.
  • Approve and Print always prints (for users allowed to approve and print), whatever this setting says.

Auto-print only works for users with the module's print permission, and each auto-print counts toward the print preview limit set in Transaction Preferences.

Affects: Stock Requests (From Other Branches), Stock Requests (To Other Branches)

Set the default printout template for this transaction module​

Choices: Choose from a list

The printout template used by auto-print and by Approve and Print in this module. The list shows the templates made in Printout Template for this module.

Affects: Stock Requests (From Other Branches), Stock Requests (To Other Branches)

Enable transaction reminder popup for products with pending remaining request qty's to deliver. — Set duration # of days of checking previous transactions for product's with pending request qty's​

Choices: No / Yes, from any (Request To) Branch / Yes, within same (Request To) Branch

Helps avoid requesting the same product twice. When you save a stock request:

  • No: no reminder.
  • Yes, from any (Request To) Branch: CIRMS lists earlier requests of this branch (within the number of days set here) that still have quantities not yet delivered for the same products.
  • Yes, within same (Request To) Branch: the same, only requests to the same branch.

Affects: Stock Requests (From Other Branches), Stock Requests (To Other Branches)

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