1. Ingeniería

Chapter 6
Logistics Management
Table of Contents
Learning Outcomes
1
Introduction
2
1. Internal Requisitioning of Normal Items
3
2. External Requisitioning of Normal Items
7
3. External Store Requisitioning
12
Summary
13
References
13
Self Test
14
Practical Activities
15
Chapter 6: Logistics Management
Learner Outcomes
After completing this chapter, the learner should be able to:
™ Identify the steps in internal and external requisitioning in all cases for stores items.
™ Identify the steps in external store requisitioning and to successfully complete transactions
for external store requisitioning.
™ List all the reports that can / should be used during the various processes.
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LOGIS Level II
Chapter 6: Logistics Management
Introduction
Since LOGIS Level II deals only with the requisitioning of C-items, this chapter aims to revise
processes for internal and external requisitioning for normal items that are stored in the warehouse.
It also aims to explain the external store requisitioning procedure to enable users to request stock
from other stores.
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LOGIS Level II
Chapter 6: Logistics Management
1. Internal Requisitioning of Normal Items
Internal requisitioning refers to the actions and procedures that transpire between the store and
its internal clientele. I.e. it is the process where chief users request stock from the store.
When talking about normal items, it is meant those items that are stored in the warehouse and
kept as stock on hand, in other words, A-, B- and D-items.
From a chief user's perspective there are two scenarios: Automated and Non-Automated chief
users and the difference being that automated chief users and chief user clerks capture and
approve requisitions on the system, and requisitions for non-automated chief users are sent to
the supply chain management unit where they are captured and processed further.
From the 'warehouse's' perspective, there are three scenarios:
- Full stock available: the full quantity requested by the chief user is available for issue.
- Partial stock available: only a part of the quantity requested by the chief user is available for
issue.
- No stock available: the stock balance in the warehouse is zero, hence no stock can be
issued.
Remember that, although the store might be set up on IFST to process journals, the journals
still have to be effected during issue capture, i.e. the user must indicate on issue capture that
journals must be processed, and the user must indicate which FORIP's must be used for the
transactions.
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LOGIS Level II
Chapter 6: Logistics Management
1.1
Full Stock Available
As already mentioned, full stock available means that the full quantity requested by the
chief user is available for issuing purposes. This is the ideal situation, although not always
possible due to various circumstances, e.g. sudden increase in chief user requirements,
supplier delivering late, budget constraints etc.
Automated
Chief User
Non-Automated
Chief User
RQ Add
Role player:
Input document:
Status:
Requisition is submitted to
SCMU
RQ Approve
Role player:
Input document:
Status:
RQ Add
Role player:
Input document:
Status:
Reports available from
the system
RQAT
Role Player:
Input document:
Output document:
Status:
Issue Capture
Role Player:
Input document:
Output document:
Status:
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LOGIS Level II
Chapter 6: Logistics Management
1.2
Partial Stock Available
As already mentioned, partial stock available means that only a part of the quantity
requested by the chief user is available for issuing purposes.
This process is influenced by the settings on IFST panel 2, i.e. 'Auto Issue Partially' should
be Yes, and 'Auto Issue to Follow' should be Yes.
Automated
Non-Automated
Reports available from
Chief User
Chief User
the system
RQ Add
Role player:
Input document:
Status:
Requisition is submitted to
SCMU
RQ Approve
Role player:
Input document:
Status:
RQ Add
Role player:
Input document:
Status:
RQAT
Role Player:
Input document:
Output document:
Status:
Issue Capture
Role Player:
Input document:
Output document:
Status:
What happens to outstanding qty?
Daily batch run: PABR29BD
Output documents:
Issue Capture
Role Player:
Input document:
Output document:
Status:
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LOGIS Level II
Chapter 6: Logistics Management
1.3
No Stock Available
As already mentioned, no stock available means that the balance in the warehouse is zero
and no stock is available for issuing purposes.
This process is influenced by the settings on IFST panel 2, i.e. the 'Auto Issue to Follow' flag
should be Yes.
Automated
Non-Automated
Reports available from
Chief User
Chief User
the system
RQ Add
Role player:
Input document:
Status:
Requisition is submitted to
SCMU
RQ Approve
Role player:
Input document:
Status:
RQ Add
Role player:
Input document:
Status:
RQAT
Role Player:
Input document:
Output document:
Status:
What happens to outstanding qty?
Daily batch run: PABR29BD
Output documents:
Issue Capture
Role Player:
Input document:
Output document:
Status:
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Chapter 6: Logistics Management
2. External Requisitioning for Normal Items
External Requisitioning refers to the actions and procedures that transpire between the store
and its suppliers, i.e. it is the process whereby the institution orders stock from an official
supplier (private company). In the case of external requisitioning for normal items, it is referred
to the purchasing of stock for storage purposes (in the warehouse) for future issue when
requested by internal clientele.
The following paragraphs indicate the processes for full delivery, partial/short delivery as well as
faulty receipts.
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LOGIS Level II
Chapter 6: Logistics Management
2.1
Full Delivery
In the case of full delivery, the supplier delivers the full quantity ordered.
Selection
PACP / DBR (PABR03BD)
Role Player:
Input document:
Status:
Output document:
PAAP
Role Player:
Input document:
Status:
Output document:
DBR/BRCP (PABR02BD)
Role Player:
Input document:
Status:
Output document:
OR Edit
Role Player:
Input document:
Status:
Output document:
OR Auth
Role Player:
Input document:
Status:
Output document:
Reports available from the system
RCDY
Role Player:
Input document:
Status:
Output document:
RCPR
Role Player:
Input document:
Status:
Output document:
RCCP
Role Player:
Input document:
Status:
Output document:
Financial Transactions
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Chapter 6: Logistics Management
2.2
Partial / Short Delivery
In the case of partial or short delivery, the supplier delivers only a part of the quantity
ordered (even though the delivery type for partial delivery is P and delivery type for short
delivery is N).
Selection
PACP / DBR (PABR03BD)
Reports available from the system
PAAP
DBR/BRCP (PABR02BD)
OR Edit
OR Auth
RCDY
RCPR
RCCP
Financial Transactions
RCDY
RCPR
RCCP
Financial Transactions
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Chapter 6: Logistics Management
2.3
Faulty Receipt - Surplus Delivery
In the case of surplus deliveries, the supplier delivers more than actually ordered.
If the store can return the surplus items to the supplier within 24 hours, the delivery is not
noted as surplus delivery, but it the store can not return the surplus within 24 hours, the
delivery must be noted as surplus and the following steps must be followed.
Selection
PACP / DBR (PABR03BD)
Reports available from the system
PAAP
DBR/BRCP (PABR02BD)
OR Edit
OR Auth
RCDY
RCPR
RCCP
DBR/BRRR
Role Player:
Input document:
Status:
Output document:
BAAT
Role Player:
Input document:
Status:
Output document:
Financial Transactions
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LOGIS Level II
Chapter 6: Logistics Management
2.4
Faulty Receipt - Damaged Items / Wrong Type / Bad Quality
In this case, damaged goods / wrong items / poor quality items were delivered.
If the store can return the items to the supplier within 24 hours, the delivery is not noted as
faulty receipt, but it the store can not return the items within 24 hours, the delivery must be
noted as faulty receipt and the following steps must be followed.
Selection
PACP / DBR (PABR03BD)
Reports available from the system
PAAP
DBR/BRCP (PABR02BD)
OR Edit
OR Auth
RCDY
RCPR
RCCP
DBR/BRRR
BAAT
Financial Transactions
RCDY (if quantity to follow)
RCPR
RCCP
Financial Transactions
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Chapter 6: Logistics Management
3. External Store Requisitioning
External store requisitioning refers to procedures where the store requests stock from another
store, i.e. an external store.
The following steps should be followed in this case:
Actions at the Requesting Institution
Actions at the Issuing Institution
PACP / DBR (PABR03BD)
The PA must be created / modified to have
an external store as supplier.
The external store must be loaded on LSSM
as supplier (LOGIK).
PAAP
Ensure that the supplier is an external store.
DBR/BRCP (PABR02BD)
OR Edit
OR Auth
The system prints an External
Requisition instead of an Order.
Store
The store requisition might print at the
external store if set up to do so. If it is not
set up as such, the RQ institution must send
the ESR to the Issuing Institution.
The Requisition is captured and authorized
at the external store and if sufficient stock is
available, the items will be issued and a
journal transaction will take place.
RCDY
RCPR
RCCP
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Chapter 6: Logistics Management
Summary
The difference between external and internal requisitioning is that external requisitioning happens
between the store and its suppliers, while internal requisitioning happens between the store and its
internal clientele, i.e. chief users.
External store requisitioning happens when the store requests stock from another store, in which
case an external store requisition will print after order authorization instead of an official order.
References
LOGIS Level I; Free State Provincial Treasury, 2005
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LOGIS Level II
Chapter 6: Logistics Management
Self Test
1. What are the differences in processing internal requisitioning in the cases where full,
partial and no stock is available to issue from?
2. In the case of external requisitioning, where a faulty receipt is captured, what must
happen before the payment can be made?
3. Shortly list the processes for external store requisitioning.
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Chapter 6: Logistics Management
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Chapter 6: Logistics Management
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Chapter 6: Logistics Management
1. You have received an authorizing memo to purchase 500 "Plastic Pocket Filing"
ICN: 7510LAX0000164
Purchase the item from external store number 701026209, using 'quotations' as contract
number and a quoted price of R7.50
Item code that should be used: Sta & Print: Stationery
Notes:
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LOGIS Level II