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See how to create an output event in the storeroom:
See how to execute an output event quickly and easily in the "Create an output event" topic of the SE Storeroom Quick guide"!
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1.On the main screen toolbar, click on the  button.
2.On the screen that will be displayed, locate and select the storeroom where the objects will be checked out and save your selection.
3.At this point, the output event data screen will be displayed:
4.In the Record data  General data section, fill in the following fields:
Field
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ID #
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Enter a number or code to identify the output 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 data screen of the configuration.
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Event configuration
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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  button located next to the field to view the event configuration data displayed.
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Issue date
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This field is filled in by the system with the date the output event is being performed on.
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Time
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This field is filled out by the system with the time this operation was performed at when saving the record for the first time.
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Source
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Fill out the following fields to inform where the objects being checked-out will be stored at:
▪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 checking the object out of 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
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Fill in the following fields to inform where the objects moved out of the storeroom will be sent to:
▪Destination: Select the option that corresponds to the object destination: oDepartment: In the field that will be displayed, Select the department of the organization to which the object will be destined. Use the other buttons placed next to the field to: add a new department, fill the field with the logged user department, or clear the filled in value. oUser: In the field that will be displayed, select the system user to which the object will be destined. Use the other buttons located next to this field to: add a new user, edit the data of the selected user, fill the field in with the logged user data, or clear the filled in value. oSupplier: In the field that will be displayed, select the supplier to which the object will be destined. Use the other buttons located next to the field to: create a new supplier, edit the data of the selected supplier, and clear the filled in value. oDelete: In the field that will be displayed, enter the disposal/treatment applied to the objects removed from the storeroom. Use the other buttons located next to the field to: view the data of the selected disposal/treatment and clear the filled in value. oActivity: This option will only be presented if the object that is being checked-out in the storeroom is a supply. In the field that will be displayed, select the maintenance activity (SE Maintenance) the object will be sent to. ▪Responsible: Select the user who will be responsible for sending/delivering the object to the addressee. 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 delivery of the object to the addressee. |
5.Save the record, but do not close data screen. At this point, the other sections and fields will become enabled.
6.After saving the record, the record selection screen will be displayed. Select the objects that will be checked out from the storeroom stock. After that, in the Quantity column field, enter the quantity of the selected objects to be moved. Note that the value entered in the "Quantity" column field must be EQUAL or LESS to the value displayed in the Available qty. column. Once done, save the record. The objects that have been selected will be displayed in the list of records at the bottom of the Record data General data section. If you wish to perform the output event of other objects, click on the button and repeat this operation.
7.In the Description section, enter relevant information about the output event being performed.
8.The Attribute section will only be displayed if an attribute is associated in the Attribute tab of the event configuration data screen. In this case, enter the value of the attributes that complement the movement. 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 procedure to fill out an attribute, varies according to the configurations established when the attribute was registered.
9.The Record data Approval section will only be displayed if it has been set in the Event configuration, associated with the storeroom, that the object outputs have to go through the approval step. In that case, it is possible to view and define the parties responsible for the output event approval being performed. Completing the information in this section depends on the route type selected in the event configuration. If it is a "Fixed & unique" route, this section may not be edited. The following fields are available:
Field
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Responsibility route
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Select the responsibility route through the output event approval. If the approval route set in the configuration is "Fixed", it will only be possible to define another route through this field, however, it will not be possible to edit its members. Note that only the approval responsibility routes will be available for selection.
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Approval type
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This field is filled out by the system with the approval type (Incremental or Circular) defined at the time of the creation of the previously selected responsibility route, however, it is possible to edit it.
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Cycle
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This field is filled out by the system with a sequential number, indicating the approval cycle that the output event is going through. Each time that the event is rejected and goes through approval again, the system assigns a number to it. Select the previous cycles to view the members of the responsibility route that performed the approval.
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Wait for all members approval
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This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.
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▪If the approval route type defined in the configuration is "Variable," the toolbar buttons located next to the list of records will be enabled. Use them to add, edit or delete the responsible for the approval. ▪Note that by adding a new responsible user to a route associated with the event approval, this addition will only be valid for the output event approval, and it will not be replicated to the route registration made through the Configuration Responsibility route menu. |
10. In the Record data Documentation section, it will be possible to associate attachments and documents related to the output 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.
11.After filling in all the necessary fields, click on the  button.
12. At this point, the system will ask whether you wish to send the event to the next step. Choose the desired option: ▪OK: If in the configuration is set that the output event will have approval, the system will generate the Output event approval task to the appropriate responsible. If in the approval step is not configured or the storeroom does not have a configuration associated with it, the event will be Closed and the objects that were moved out of the storeroom will be check-out from the storeroom. ▪Cancel: The output event will remain pending with the Issue status.
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