Creating a Stock Request (SRQ) Transaction
Process
This job aid describes the inventory sales processes for creating a Stock Request (SRQ) in CORE.
Creating a Stock Request (SRQ) transaction is considered an indirect stock issue in CORE. To create a Stock Request (SRQ)
transaction, you will want to follow the steps below:
1. Enter SRQ in the Global Navigation Field.
2. Enter Transaction Identifier information: code, department, and/or unit.
3. Select Create.
4. Select Auto Numbering.
5. Select Continue.
6. Enter Transaction Information - General Information tab.
Transaction Name, Transaction Description, Warehouse, Requesting Unit, Issuer ID.
7. Enter Transaction Information - Shipping Section.
Enter Shipping Location and Delivery Date.
8. Select Save.
9. Complete the Accounting Distribution Tab.
Select + to insert a new line.
Enter Distribution %
Select drop down menu to open the General Information and COA tabs.
Enter Accounting Template if you are using one, if not skip to the next step.
Enter chart of accounts in COA tab.
Select Save.
10. Select Commodity Tab.
11. Enter Commodity Information - General Information section.
Select Insert New Line.
Enter Stock Item, Stock Item Suffix (if applicable), and Requested Quantity.
12. Go back to Accounting Distribution tab
Select 3-dot menu
Select Related Actions, Distribute Accounting to create accounting lines for commodity lines.
13. Select Save.
14. Select Validate.
15. Select Submit.
