Mt' Diablo Unified School District IFAS Training

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Mt. Diablo Unified School DistrictIFAS Training

• Stores Orders Using Web Screens
• (Warehouse Orders)

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Enable Web Screens (1)

• These steps may have already been taken if you
  have Enabled the PO screens. If not
• Enable Web Screens. This step is only required
  once or whenever the Web screens are disabled.
• Sign onto IFAS. Once connected
• From the main menu screen, click on Edit at the
  top left side of the screen. Select Options from
  the drop-down menu. Select the 7I tab.
• Click in the Enable box (a check mark will
  appear). Now scroll down the list to make
  certain that SI is also checked. If not, click
  on the box in front of SI (a check mark will
  appear). Exit by clicking Okay. You are now back
  at the main menu.

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To Open Stores Orders Screen (1)

• Click SI Stores Inventory
• Click OE Order Processing
• Click UB Create/Update Orders
• Or
• Just type SIOEUB in MASK Box (AKA Type Ahead Box)

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To Open Stores Orders Screen (2) Example
Just type in SIOEUB, press Enter
Click on SI
Click on OE
Click on UB
or
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Entering A Stores Order (1)

• To enter an order, click the Add button (white
  paper icon) at the top of the screen.
• Click on the ellipse () in the Order ID field
  and select the Auto (SIORDERN). This will assign
  the next Stores Order number.
• Tab to or click in the Description field and type
  a description This description should include
  month, year and the name of the teacher/person or
  office/department for whom you are ordering. If
  this is a walk through order, key in the
  description field Walk Thru. Once a Walk
  Through order is saved, call the warehouse and
  give them the order . They will let you know
  when to pick-up the item. Remember, Walk-Through
  orders are limited to one item only.

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Entering a Stores Order (2)(Contact Field, SIP,
Title 1 GATE References)

• Contact field Enter the persons name, office
  or department who/that is to receive the
  supplies, i.e., Mrs. Hall Room 118. The
  shipping label is created from this field.
• End Use field If you are using SIP or Title1
  budget codes you must enter a justification for
  the expenditure. The justification should
  reference your Single Plan for Student
  Improvement or Supplemental Support Activity.
  The justification should include your Planned
  Improvement Number, Article alpha letter page
  number, i.e., Plan 1,2,3 or 4, Article A,B.CK,
  Pg 11, or for Supplemental Support Activity key
  the Activity number and page number, i.e., SAA3,
  pg 30. If you are using GATE budget codes, you
  must reference the GATE Program plans name and
  subject.
• Please contact Curriculum and Instruction with
  SIP, Title 1, and Gate questions.

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Entering a Stores Order (3)

• Click the Items tab.
• Tab to or click in the Qnty Ordered field. Enter
  quantity, key in the product ID (Refer to your
  Warehouse product catalog or do a look-up).
• Key in the Org Key or do a look-up.
• Do not key in the Object Code (this automatically
  populates).
• Press Enter to save the record. A green check
  mark along with the message Record Accepted
  will display just above Description field.
• To enter additional items on the order, you only
  need to key in the Qnty Ordered and Product ID
  fields (unless you need to change the Org Key for
  the new items).

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Entering a Stores Order (4)

• Press Enter after keying in each additional item.
• A green check mark along with the message Record
  Accepted will display just above the Description
  field. Other messages may display as well, so
  make certain you look for a message each time you
  press Enter
• Stores Orders do not need Approvals.

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To Enter A Stores Order (5)Example
Click on white paper icon for a New order
Enter a Description
Click on ellipse and select Auto
Click on Items tab and key in
information
To add additional items, press Enter
When last item is keyed, press Enter to save.
Watch for check mark and Record Accepted
message.
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Find/Search Stores Orders (1)

• Open Stores Orders web screen
• Click on binocular icon, select Find/Search
• To locate an order by number, key in stores order
  number in Order ID field, press enter. To locate
  all orders that begin within a series of numbers,
  key in a partial number followed by an . For
  example 0003 will bring up on your Task Bar
  all your site orders beginning with 0003.
• Extend the Task Bar (located to the left of your
  order screen) to see all your sites Stores Order
  s. Click on the chevron at the top right
  corner of this field. Click on Entity tab. Only
  a few s can list at one time. To see
  additional numbers, highlight the last number and
  click on the forward (next) arrow.
• To locate order by date, key a date in the Date
  field. All orders entered on this date with your
  security code will list on the Task Bar (to the
  left of the web screen) as well as on the web
  screen but you need to scroll using the forward
  arrow at the top of the screen to view each order
  or click on Order on Task Bar

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Find/Search Stores Orders (2)

• To locate orders by stock number, click in Order
  ID field 0003, then key in Product ID field the
  stock number.
• To locate filled orders, click in Status field
  and key FL.
• To locate unfilled orders, click in Status field
  and key NW.
• To locate Back Orders, click in Status field and
  key PN.
• To locate by Contact, click in Contact field and
  key Name (works well only if you are consistent
  in how you key in data).
• Always following a Search, click on the binocular
  icon and select Cancel Find.

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Find/Search Stores Orders (3) Example
Select Find/Search Press Enter
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Find/Search Stores Orders (4)Example
Key order in Order ID field. Press Enter
Searched order will populate screen
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Find/Search Stores Order (5)Example
Search by Requested Date
Search by Status
Search by order ID
Search by Contact
Task Bar field under Entity Tab, lists stores
orders as searched
To see additional order s on Task Bar, do a
Find/Search, highlight last in list, click the
forward arrow
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Find/Search Stores Order (6) Example
If you key in a partial order then Key in a
Product ID and press Enter, you will see a
listing of all orders on the Task Bar with
searched Product .
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Viewing Items in Grid Mode (1)

• To see all the items ordered on a stores order,
  change the screen to Show Grid.
• To make this change, click on the List icon at
  the BOTTOM of the screen. Select Show Grid.
• To remove Show Grid, click on the List icon at
  the BOTTOM of the screen. Select Hide Grid.

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Viewing Items in Grid Mode (2) Example
To open Grid, click on List icon. Select Show Grid
To close, Click on List icon, select Hide Grid
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Delete a Stores Order or Line Item (1)
Delete a Stores Order or Line Item (1)

• To delete an entire Stores Order, before the
  Warehouse picks the Order, search and find the
  Stores Order. Click on the down arrow on the
  Options icon (right of the binoculars icon) at
  the TOP of the screen. Select Delete Record.
  Click Yes on Delete prompt. Stores Order is
  deleted.
• To delete an item that is entered, before the
  Warehouse picks the items, select the Item tab.
  Scroll to and highlight the item. Click on the
  down arrow on the Options icon at the BOTTOM of
  the screen, select Delete Record. Click Yes on
  Delete prompt. Item is deleted.

• To delete an entire Stores Order, before the
  Warehouse picks the Order, search and find the
  Stores Order. Click on the down arrow on the
  Options icon (right of the binoculars icon) at
  the TOP of the screen. Select Delete Record.
  Click Yes on Delete prompt. Stores Order is
  deleted.
• To delete an item that is entered, before the
  Warehouse picks the items, select the Item tab.
  Scroll to and highlight the item. Click on the
  down arrow on the Options icon at the BOTTOM of
  the screen, select Delete Record. Click Yes on
  Delete prompt. Item is deleted.

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Delete a Stores Order (2) Example
Click on Option icon, select Delete Record
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Delete a Stores Order (3) Example
Click on Yes
Stores Order is Deleted
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Delete an Item (4) Example
To delete an Item, click on the Item tab, scroll
to item, click on the Option Icon at the bottom
of the screen. Select Delete Record. Click Yes
on Delete prompt.
Item is now deleted