The Stock Issue Confirmation (CI) transaction must reference a Stock Requisition (SRQ) transaction and the CI transaction cannot be referenced by another transaction. The Stock Issue Confirmation for External Customer (CIE) transaction must reference a Stock Requisition for External Customer (SRQE) transaction. The CIE can be referenced by a Receivable for Inventory (REI) transaction. The CI and CIE transactions can either be created manually or by the Pick and Issue transaction.
A finalized Stock Issue Confirmation (CI/CIE) transaction cannot be modified or cancelled. To negate or modify a Stock Issue Confirmation, a Stock Return (SN) must be processed to return the unneeded stock items.
To create a Stock Issue Confirmation (CI) transaction, perform these steps:
Either Copy forward from SRQ, allow the PI to generate it, or create from the Transaction Catalog.
Complete the Header tab.
No particular Header field is mandatory nor is any required for this task. However, Transaction Name and/or Transaction Description can be conditionally required with the Transaction Control (DCTRL) table.
If the current Application Date should not be used, then manually enter the correct date in the Record Date field.
If the default Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Fiscal Year field. Any manually entered year will be used on all accounting lines unless manually entered at that level.
If the default Accounting Period should not be used, then manually enter the correct accounting period, (that is, prior period or next period), in the Period field. Any manually entered period will be used on all accounting lines unless manually entered at that level.
Complete the Commodity tab.
Click the Commodity link from the secondary navigation panel.
Click the Insert New Line link.
Enter the Ref Commodity Line Number
Enter an Issued Quantity.
Complete the Item Location tab.
Complete the Accounting tab.
Click the Accounting link from the Secondary Navigation Panel.
Click the Insert New Line link.
(Optional) Enter an Event Type, using the Event Type pick list icon. If a default was selected on AETDC, then this value will infer during transaction validation when the Event Type is blank.
Enter the Line Amount to be paid.
Notes:
The Accounting tab's Total Line Amount must equal the total from the Commodity tab.
Fiscal Year and Period will default to the Application Date, unless otherwise entered.
Budget Fiscal Year will default to the Application Date or as configured on the BFYINF, APBYINF or APBYFINF2 unless otherwise entered.
If budget lines are required, as defined on BUDREQ (Budget Requirements), the Fund and Detail Accounting elements must be valid budget lines for those budget structures.
Click the Validate button to validate for errors.
If errors exist, fix the errors and repeat Step 5. If no errors exist, then continue with Step 7.
Click the Submit button to submit the transaction.