Purchase Issue

Created by Level 1 Support Team, Modified on Tue, 26 Sep, 2023 at 10:41 AM by Level 1 Support Team

What is Purchase issue?

Purchase issue screen is used for issuing the items to employees for a given job. Once the item is issued, the item's quantity will be decreased. Purchase issue has items of type consumable only.

How to create a Purchase Issue?

Purchase issue can be created in two ways.

By creating a new Purchase Issue

To create a purchase issue, Select Purchase Issue-> Create New.
Select the employee you want to issue the item to
Select Job and Accounting area if applicable
Enter the issue details
Add the required items using the Bulk Select option.
If a particular location is selected in the Location dropdown, only items that are available in selected location will be displayed in the bulk select.
Enter the Reason for the issue.
click on Add button.

Through Purchase Request
- Another way of creating a Purchase Issue document is by using a Purchase Request.
- Employees can use the Purchase request document to enter the items they need.
- The request document can be converted to an Issue document by selecting the appropriate request from the Purchase request dropdown in the Purchase Issue screen as shown below.
- All the details from the request document would be copied over to the Issue Form. Make any necessary changes required and save the form.

By creating a New Purchase Issue:

To create a purchase issue, Select Purchase Issue-> Create New. click Add button to after confirming whether the details entered in the form are correct.

Note: If the location on top level is set as NA then it would show items from all locations. Then a particular location for a particular item can be selected at the item level.

But in the above example shown, a particular location is selected on top level. Hence the QTY IN HAND displays only the quantity available in the selected location.

Also the QUANTITY ISSUED should be lesser than the QTY IN HAND.

After issuing the item, it will move the stock out from the inventory and as a result the QTY IN HAND will decrease by the QUANTITY ISSUED in the selected location. In the above screenshot quantity in hand is 185599. After issuing 9 no.of item, QTY IN HAND becomes 185590 for that particular location.

Now, if the same item is selected with same location for another issue, QTY IN HAND will show the decreased number as shown in the screenshot below.

2. Through Purchase Request:

Purchase issue can also be created using purchase request . When Purchase request is selected from the dropdown box, all the details of the request will be copied to Purchase Issue form.

Any details of the issue can now be changed, if needed, and the form is saved by clicking on Add button to issue the item to the selected employee.