After creating a requisition, issue the items from the From storeroom using the Issue parts to other store form (SMSTOS). The part being transferred must be defined in both the shipping and receiving storeroom before this transaction can occur.
To issue parts tracked by asset, you must create asset lines for the total number of parts to issue and then assign assets to each of the created asset lines.
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Datastream 7i displays only equipment that is associated with the part number and that has a status of In store or Purchased/In store. |
Follow these steps to issue parts to different stores.
Open the Store-to-store form (SMSTOS).
Click the Record view tab. Datastream 7i displays the Record view page.
Transaction—Enter a description of the transaction in the adjacent field. Datastream 7i assigns a transaction number after you save the record.
Organization—Click to select the organization to which the transaction belongs if you use multi-organization security.
Class—Click to select the class of the transaction. The classes shown belong to the TRAN entity.
Leave Purchase order and Advice number blank.
Purchase requisition—Click to select the requisition number.
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You can leave Purchase requisition blank if transferring parts to be repaired. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
Click the All lines tab. Datastream 7i displays the All lines page and a message asking whether you want to Retrieve parts.
Click OK. Datastream 7i retrieves the outstanding requisition lines.
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Datastream 7i provides two methods for retrieving outstanding requisition lines: automatic retrieval and manual retrieval. To retrieve outstanding requisition lines manually, click Cancel, and then click Retrieve parts on the All lines page. Datastream 7i retrieves the requisition lines. |
Datastream 7i displays one part line for all outstanding parts tracked by asset and the total quantity to be issued for Quantity. If Quantity is greater than 1 for a part tracked by asset, click Asset lines, or click for Equipment on each line to select the asset. You cannot enter a quantity greater than 1 or a negative quantity for an asset line.
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By asset is selected for all parts tracked by asset. |
For repair—Select to issue parts that need repair. Datastream 7i updates Outstanding to the Quantity to be repaired in the issuing store.
Quantity—Enter the number of parts to issue to another store.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
When you are satisfied with the contents of your store-to-store transfer, change the transaction Status to R—Ready for printing and then to A—Approved/completed on the Record view page. Approval also changes the Status of the transferred material to In transit on the Overview of stock levels (SOSTOC) and Overview of stock in-transit (SOTRST) forms. If the part is tracked by asset, Datastream 7i also updates the equipment’s status to In transit (T). This in-transit status is important because in-transit items are added to on-hand quantities as part of the process for determining when to auto-generate requisitions based on low stock.
After completing and saving the information on the Store-to-store issues form (SMSTOS), the quantity available for the item at the sending store decreases.
Inter-store receipts are handled exactly like normal receipts using the Receive goods form (SMRECV). Completing and approving this receipt increases available stock in the receiving store appropriately.