Issue a request for supplies
 |
 |
This content was generated by artificial intelligence. To request a review, send an e-mail to documentacao_se@softexpert.com.
Prerequisites
- SoftExpert Request acquired by the organization.
- SoftExpert Warehouse acquired by the organization.
- SoftExpert Supply acquired by the organization.
- Access the Execution menu > Request Issuance (SR003) .
- Request type previously configured .
- Supply previously registered.
- "Include" permission granted to the user for the request type with private security.
Presentation
The Request Issuance menu (SR003) allows you to issue requests for various services.
Services refer to operations that can be performed by objects from other components of the SoftExpert Suite.
It is important to highlight that the type of object to which the operation is to be applied is defined in the request type, ensuring that the requested service is correctly targeted and executed.
Once the supplies run out, it is necessary to order new units of the desired material. The request flow will issue a supply order to illustrate this situation.
Submit request
Watch the video below to learn how to submit a request for supplies:
For a product to be available for selection in the purchase order , it must have gone through the following steps:
1. Access the SoftExpert Supplier menu > Registration > Supplier (SL001) and create a new supplier.
2. Access the supply definition menu (SU008) and create a new record.
3. Define a responsible team that includes your user.
4. Go to the Companies > Supplier tab and associate the supplier created in step 1.
5. Access the SoftExpert Warehouse > Registration > Warehouse (STM003) menu and create or edit a warehouse with a type whose object is Supplies.
6. In the warehouse data, go to the Details tab > Warehouse items and add the item created in step 2.
See below for the actions of operations related to SoftExpert Supply available in the Object tab :
Operations in the Object tab related to SoftExpert Supply
| Outbound movement |
Select the warehouse to which the item belongs and enter the expected date for the removal. Save the request record. Then, click the button  . On the screen that opens, select the desired item, enter the quantity to be withdrawn, and save the selection.
|
| Order |
Select the supplier of the supply and enter the expected arrival date. Then, click the button . In the line that will be added, select the desired supply, the quantity you wish to order, and the unit cost of the supply.
|
| Revision | In the available field, select the supply that needs to be reviewed. For the record to be displayed, the review option must be configured in its type. |
Conclusion
By following all the steps outlined, the request will be successfully submitted! Then, it must be processed by the responsible user.