MA1 downtime continues June 15–19 for COMPAS Merge Mock.

Creating a Pick and Issue (PI) Transaction

Process

This job aid describes the indirect stock issue process to create Pick and Issue (PI) Transaction.

If copying forward a Stock Request (SRQ) transaction to create a Pick and Issue (PI) transaction, complete Steps 3 - 5. If creating a stand-alone Pick and Issue (PI) transaction, complete Step 6.

Copy forward Stock Request (SRQ) transaction to create Pick and Issue (PI) transaction.

1. Find and select Stock Request (SRQ) transaction to copy forward.

a. Enter SRQ in the Jump to field and click Go.

b. Enter Transaction Code, Department, and/or Unit.

c. Select Search.

d. Click the Transaction ID link to open the SRQ transaction.

Search screen with transaction code and transaction department fields highlighted

2. Select Copy Forward.

Stock Request screen with menu expanded and Copy Forward option highlighted

3. In the Target Transaction section, enter identifying information: Transaction ID, Transaction Code, and/or Unit code.

a. Select Auto Numbering.

b. Select Pick and Issue (PI) transaction from the Target Transaction Type grid.

i. Target Transaction Type = PI

ii. Target Transaction Code = PI

c. Select Ok.

Copy Forward screen with transaction department and auto numbering fields highlighted

4. On the PI header

a. Use the 3 dot menu to Load Pick Plan

b. Enter the pick date.

c. Validate and submit the PI.

Pick and Issue screen with menu expanded and Load Pick Plan highlighted

Create stand-alone Pick and Issue (PI) Transaction.

5. Enter PI in the Jump to field and click Go.

6. Enter Transaction Identifier Information:

a. Transaction Code, Department, and/or Unit.

b. Select Create.

c. Select Auto Numbering.

d. Select Continue.

Create transaction screen with input fields and continue button highlighted

7. Enter Transaction Information - General Information tab.

a. Enter Pick Date.

b. Enter Pick and Issue Function.

i. Select the option needed from the drop-down menu.

General information screen with transaction name and pick date fields highlighted

c. Selection Option.

i. If All Stock Requisition Transaction is selected, there are no required fields.

ii. If Specific Stock Requisition is selected, Required Code, Request Dept, and Request ID are required fields.

iii. If Special Delivery Date is selected, a Special Delivery Date is a required field. Required Code, Request Dept, and Request ID are not active if Special Delivery Date is selected.