Information related to demanded materials or services is recorded using "New" option on the Demand Slips list. General slip information is recorded on the fields at the top of the demand slip, while information regarding the requested material or service is recorded on the slip lines.
Slip Number: The record and tracking number of the demand slip. The slips are sorted by their numbers. The Slip Number field is mandatory. Slips cannot be recorded without entering slip number.
Date: The record date of the demand slip. The system date comes into field as default. This data can be changed if necessary. Slips are sorted by date. The Slip date field is mandatory.
Hour: The record time of the demand slip. The system time comes into field as default. This data can be changed if necessary.
Document Number: Document number of the demand slip. Slips are not sorted by document number. Therefore, more than one slip may have the same document number.
Division: Indicates the division of the demand slip. This field is used to associate the demand transaction with one of the defined divisions of the company. The head office is displayed as default. The recorded divisions are listed and the related definition is selected.
Department: Indicates the department of the demand information. This field is used to associate the demand transaction with one of the defined departments of the company.
Plant: Indicates the plant of the demand information.
Warehouse: The locations that are used to store the company's goods or used for other purposes (such as scrap or production) are called
Warehouses. Warehouses are specified in connection with the Company or Division definitions. Indicates the warehouse of the demand slip.
Aux. Code: A secondary code field used to classify slips. Contains 10 characters. The Aux. Code is used to classify slips by company specific criteria. The user can use this field to record any necessary information that is not included in the slip.
Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on job definitions. A planning process must be performed for detailed authorization definitions. First, slips to be accessed or processed by each user or user group should be specified. Then, separate authorization codes are assigned to slip groups accessible by each authorization group. Slip based encryption can be performed by authorization code. In this way, only the users who log in with the specified authorization code can access and process the slips.
Status: The field used to track the demand slip status. The Status field contains the following options:
- Proposal
- Approved
- Delivering
- Closed
- Cancel
When the slip is recorded for the first time, all demand lines have "Proposal" status, which cannot be changed by the user.
When the demand slip is approved, the status of all lines within the slip changes to Approved.
When part of the demands on the slip is being delivered, the status of the related demand line and demand slip will change to Delivering.
If whole of the demand on the slip line is delivered, the line status changes to Closed. However, if the slip contains other demands that are not fully delivered, the status of the demand slip will be "Delivering".
The status of lines added to a demand slip with Approved/Delivering/Closed status will be "Approved". When a new line is added to a slip with "Closed" status, the status of the line and slip will be "Approved" and "Delivering" respectively.
If the status of all demand lines on the slip is "Proposal", the status of the demand slip will be "Proposal" as well. The demand status will be "Delivering" if the status of at least one line is different than "Proposal". The status of the slip changes to "Closed" if all lines are delivered.
Demanded By: The person to whom the demand belongs.
Employee: This field is used to determine the relevant employee to whom the demand belongs. Provided that the application runs in integration with Human Resources, all recorded employee cards are listed, and the relevant employee is selected. If no connection is available, an employee is selected from the Resource Management/Main Records/Employee Definitions.
Information regarding the material and/or service requested on the lines is recorded on the demand slip. The following information is recorded on the slip lines:
Type: Indicates the demand type. The demand type can be material or service. The field contains the following options:
- Material
- Service
- Mixed Case
- Material Class
Code: The material/material class/mixed case, material/fixed asset or service code depending on the selection made on the Type field.
If one of the material, material class and mixed case types is selected on the type field, recorded material or material classes are listed, and the material to be demanded is selected.
If the demand is for a service, the code field lists recorded services, and the demanded service is selected.
Description: The description of the material or service selected on the code field. Recorded materials and services can also be accessed and selected on this field.
Variant Code/Description: If the selected material has variants, the recorded material variants are listed, and the material variant to be requested is selected.
Quantity: Indicates the demand quantity. If undelivered quantity is to be changed after demand delivery, the entered value cannot be less than the delivered quantity.
Delivery Quantity: This field cannot be entered directly. The delivered quantity is transferred automatically once the demand is delivered.
Cancelled Quantity: The cancelled quantity is entered if part of the demand is cancelled.
Unit: Indicates the unit with which the demand will be made. The transactions related to materials and services received are recorded using any of the units defined in the Material or Service records. The Main Unit specified on the card is transferred to the slip as default.
Unit Price: The unit price of the demanded material or service.
Unit Price in F.C: The unit price of the demanded material or service in the currency type selected on "Currency" field.
Status: Indicates the status of the demand line. The field contains the following options:
- Proposal
- Approved
- Delivering
- Closed
- Cancel
The line status will be Proposal during the first demand record. The status of the demand line cannot be changed to "Delivering" by the user. Lines with partial delivery change to "Delivering" status automatically.
The status of the demand line can be changed to "Closed" and "Cancel" by the user. If an amount lower than the initially demanded quantity is deemed as sufficient, the status of a demand line can be changed from "Delivering" to "Closed" by the user.
When the slip is generated, all lines of the demand slip are in proposal status. The status of proposal slips cannot be modified by the user. When Approval option located in F9/right mouse button menu of the demand slips list is used to approve the demand, all lines change to "Approved" status automatically. If demand is partially delivered, the Status field of the related line is displayed as Delivering. In this case, the status of the demand slip changes to "Delivering" as well. If the line is completely delivered, the Status changes to Closed. The Demand Slip remains in Delivering status until all lines are closed. Lines which could be returned to later are changed to "Cancel" status instead of deleting the line. Lines with "Cancel" status cannot be modified. The status should be changed first for any modification.
Delivery Type: Indicates the delivery type of the demand on the line. The field contains the following options:
- Purchase
- Production
- Warehouse Transfer
The procurement type specified on the material card is transferred as default into lines of material, material class, mixed case and fixed asset types. This can be altered during demand if necessary.
Warehouse Usage: This field is used if the delivery type is selected as warehouse transfer. The Warehouse Usage field contains the following options:
- Check All Warehouses
- Check Selected Warehouse
Alternative Material Usage: If the material or service demanded on the slip line has an alternative, this field is used to specify how the alternative material will be used to fulfill the demand. The field contains the following options:
- Do Not Use Alternative
- Use One Type of Material
- Use One Type of Alternative
- All
When "Do Not Use" is selected, alternatives are not used.
When "Use One Type of Material" is selected and if the inventory contains both the required and the alternative material in insufficient quantities, only the material with the highest quantity will be used for demand fulfillment.
When "Use One Type of Alternative" is selected, the alternative that fulfills the whole or majority of the demand is used. If there is no alternative fulfilling the whole demand in stock, and if the alternative fulfills the major part of the demand, the delivery transaction is performed through this material.
When "All" is selected, both the material and all alternatives can be used to deliver the demand.
Plant/Warehouse: This field is used to specify the source plant or warehouse on demand lines with delivery type of "Production" and "Warehouse Transfer. This field is disabled on demand lines with delivery type of "Purchasing".
AR/AP Code / Title: The code and title of the AR/AP from whom the requested material or service is purchased on demand lines with Purchase delivery type. This field is disabled on demand lines with delivery type of "Production" and "Warehouse Transfer".
Sales Order Connection: If the demand is made to deliver a sales order, Sales Order Connection is checked. The link between the demand and the order is set with "Link to Demand Transaction" menu option on the sales order slip line.
Sales Order Connection Quantity: Indicates the portion of the sales order delivered with the demand.
BOM and Revision Code: The BOM and revision code for the requested material on demand lines with the delivery type of "Production". This field is disabled on demand lines with delivery type of "Purchasing" and "Warehouse Transfer".
Line Aux. Code: The demand slip line aux. code. Used to group the slip lines, filter a group of information during report generation and to display the totals of the grouped information. The user can use this field to record any necessary information that is not included in the slip.
The Aux. Code on the line is different from the Aux. Code located at the top of the slip. The Aux. Code located at the top is a code pertaining to the slip bottom, while the Aux. Code on the line is used to group transactions. Filtering can be done by Transaction Aux. Code information in all slip reports. However, the application does not sort the slips by Transaction Aux. Code.
Line Authorization Code: The authorization code of the slip line. The authorization within the application is applied for slip and card fields as well. Only the user with the authorization code can access the slip line. Record and field-based authorizations basis are assigned using Authorization Codes option. The Authorization Codes window is used to specify the records to which codes will be applied and to assign Authorization Codes.
Delivery Date: The delivery date of the demanded material or service.
Payment Type: Indicates how the amount of the ordered material or service will be paid on demand lines with Purchase delivery type. Recorded payment plans are listed and the related definition is selected, or a new definition is recorded.
Planning: Indicates whether or not the transaction in line will be included to planning.
Description: The description of the demand line. If the demand lines are the result of planning, the source planning record will be displayed on this field.
Information related to demanded materials or services is recorded by clicking "Save" button. The recorded slip is listed on the Demand slips list along with slip date, slip number, document number, approval info, division, department, plant and warehouse column information.
Demand slip approval and delivery transactions are recorded using the menu options located in the right mouse button menu of the Demand Slips list.
Demanded By: The person to whom the demand on the line belongs.
Warehouse: This field is used to specify the target or source warehouse if the material on the line enters from or exists to another warehouse than the one specified on the slip title section. The warehouse selected on the slip title section is transferred as default into the warehouse field of slip line. Defined warehouses are listed, and the related warehouse is selected. Warehouses entered on the demand slip lines are directly transferred into the order slip.
Warehouse can be entered either for the slip bottom or for the transaction on the line. To do so, "Yes" option must be checked on "Change the Slip Lines Warehouse Info" parameter line of the Demand Management Parameters.
Slip Type: It is used to determine slip type to be generated when Demand Delivery type is selected as Purchase. It displays Purchase Order and Purchase Indent options. When Purchase Indent is selected, purchase indent related to demand slip is generated under demand management. Default value of slip type is specified in Demand Parameters option located in Administration module. Your selection is transferred to demand slips as default. This value can be changed over demand slip when required.