PI Header

The following fields are required, and if left blank are automatically populated by Advantage:

• Current Budget FY

• Current Fiscal Year

• Current Period

• Selection Option

• Application Resource

• Print Job

• Print Resource

• Pick Date

• Warehouse

• Sort By 1 (defaults to SRQ No)

• Sort Order 1 (defaults to Ascending)

The following fields are conditionally required based on site specific setup on the Transaction Control (DCTRL) table:

• Transaction Name

• Transaction Description

The following fields are required if Selection Option is set to Specific Stock Requisition:

• Request Code

• Request Department

• Request ID

The following fields are required if Selection Option is set to Specific Delivery Date:

• Specific Delivery Date

The following fields are required if Selection Option is set to Specific Shipping Location:

• Specific Shipping Location

The following fields are required if Selection Option is set to SRQ Line Number:

• SRQ Line Number

The following fields are required if Selection Option is set to Specific Stock Item:

• Stock Item

The following fields are required if Selection Option is set to SRQ Range:

• SRQ From

• SRQ To

Load Pick Plan – When the PI transaction is created and the related action of Load Pick Plan is clicked, this action will load the selected SRQ lines and bins into the Picked SRQ Lines and Picked Bin Lines components of the PI transaction based on selected parameters. Bins will be chosen first by default Inventory Storage Location (ILOC), then by bin location in ascending order of Priority based on the available quantities in those bins.

Print Pick Plan – When the PI transaction is created and the related action of Print Pick Plan is clicked, this transaction Action will only be available on the header of a finalized PI transaction. This action will print the Pick Plan based on the Picked SRQ Lines and Picked Bin Lines on the transaction for Picked SRQ lines/Picked Bin Lines that have not already been Confirmed, Removed, or Issued previously.

Create Issue Confirmation (CI) – When the PI transaction is submitted, one or multiple Issue Confirmation (CI) transactions or Stock Transfer Issue (TI) transactions are generated for those Pick SRQ lines that are confirmed.

In addition, the scheduling status of the CI is set to Held. Finally, the Reserved Quantities and Released Quantities on the Stock Requisition and Inventory table are updated. An error will occur upon submission if any of the updates to the quantities creates a negative amount in the Inventory Inquiry (INVNQ) table.