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Executing a repository event

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See how to create a storeroom repository event:

 

1.On the main screen toolbar, click on the new button.

 

2.On the screen that will be displayed, locate and select the storeroom from which the repository will be moved and save the selection.

 

▪It is important to point out that, to perform this event successfully, the logged user must be a member of the responsible team through the storeroom.

▪Remember that, if the repository has a configured input start date, it will only be available for events from the entered date.

 

3.At this point, the repository event data screen will be displayed:

 

movimentacao_repositorio_dados_zoom75

 

4.In the Record data arrowrgray General data section, fill in the following fields:

Field

 

ID #

Enter a number or code to identify the repository event. If you prefer, use the arrow next to this field to generate an automatic identifier. Remember that, if an event configuration was associated with the storeroom and, in it, the use of an identification mask was configured, when generating the automatic ID #, the respective mask will be displayed. Remember that the ID # generated through the mask may only be edited if the Enable ID # change option is checked on the configuration data screen.

Event configuration

This field will be filled out with the event configuration associated with the storeroom. If there is no configuration associated with the storeroom, this field will be displayed blank. Use the view_small button located next to the field to view the event configuration data displayed.

Issue date

This field is filled out by the system with the date the repository event is being performed on.

Time

This field is filled out by the system with the time this operation was performed at when saving the record for the first time.

Source

Fill out the following fields to inform where the repository will be moved from:

▪Storeroom: This field is filled in by the system with the storeroom selected before (step 02); however, it is possible to edit it.

▪Responsible: Select the user who will be responsible for moving the repository from the storeroom. Use the other buttons next to the field to fill it in with the logged user data and clear the value in the field.

▪Date: Select the date on which the repository was moved from the storeroom.

Destination

Fill out the following fields to inform where the repository will be moved to:

▪Storeroom: Select the storeroom that will receive the repository being moved.

▪Responsible: Select the user who will be responsible for the object receiving in the storeroom. Use the other buttons next to the field to fill it in with the logged user data and clear the value in the field.

▪Date: Select the estimated date for the repository delivery in the storeroom.

 

5.Save the record to enable the other fields and sections.

 

6.After saving the record, fill in the following fields on the transfer data screen that will be displayed:

 

movimentacao_repositorio_transferencia

 

Source: In the Repository field, select the repository of the storeroom that will be transferred. Use the other buttons next to the field to view the repository data and clear the filled in value. If there is a storage type defined for the selected repository, the Storage type field will be filled in by the system with the respective information.

Destination: In the Storage place field, select the storage place of the structure belonging to the destination storeroom to which the repository will be transferred. Use the other buttons next to the field to view the storage place data and clear the filled in value. In the Storage type field, select the type of storage that will be used to store the storeroom objects in the selected location.

 

Save the record, after filling out the necessary fields. In the list of records at the bottom of the General data section, the selected repositories will be displayed. If you wish, click on the new button next to the list of records and repeat the procedure described earlier, to associate as many repositories as necessary.

 

7.Use the Description section to enter relevant information about the repository event being performed.

 

8.The Attribute section will only be presented in the Navigation panel, if in the Attribute tab of the event configuration data is associated with an attribute. In this case, enter the value of the attributes that complement the event that is being performed. Those attributes that are required must, necessarily, have their values filled in. The blocked attributes will be filled in by the system with the default value set when it is associated with the event configuration. Remember that the way to enter an attribute value varies according to the configurations set when creating its record.

 

9.In the Record data arrowrgray Documentation section, it will be possible to associate attachments and documents related to the repository event:

Attachment: Use this section to associate the attachments related to the event. Refer to the Add attachments section for further details on how to add and/or associate attachments.

Document: Use this section to add or associate the documents related to the event. Refer to the Add documents section for further details on how to add and/or associate documents from SE Document.

 

10.After filling in all the necessary fields, click on the save_exit button.

 

11.At this point, the system will ask whether you wish to send the event to the next step. Choose the desired option:

▪OK: The repository will be moved to the storeroom set as its destination and the event will be finished.

▪Cancel: The repository event will continue pending with the Issue status.