File:Stowage Contents pic1.png

2024-03-20T04:44:33Z

Marilu Rivera:

Flight Index

2024-03-20T04:13:25Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Schedule Menu=
Selecting the '''Schedule''' option will display all flights departing or arriving to your location starting from today.

[[File:Schedule_pic1.png]]

In the above example I have logged in as a caterer located at BGI on 19th February 2024 so I see all flights departing from or arriving to BGI on 19th February or later.

Next to the departure date you will see an ''oval shape'' instead of the 3 dots you see on all the other columns. This means that there is a filter applied to that column if you click on the oval and select filter from the sub-menu that is displayed you will see the filter that has been applied. In the example below the filter applied is to only select flights with a departure date equal to or greater than 19th February 2024 (which is today). As already mentioned, this is the default as it is most usual that you will only want to see flights from today onwards, but you can change the filters if for example you want to look back at flights that have already departed.

[[File:Schedule_pic2.png|500px]]

Any column headers in the grid can be filtered by clicking the ''3 dots'' beside the column heading. Click on the “Store current filters settings for this page” icon to maintain the filter selection for subsequent logins if you don’t store the filters then they are only applied for the current login session and next time you login the default filters will be applied.

[[File:Store Settings_icon1.png]]

Click on the “Reset Filters” icon to clear all filters:

[[File:Reset Filters_icon2.png]]

The data grid contains the '''Flight''' information ''(Flight Number, Flight Leg, Departure Airport, Arrival Airport, Departure Date/Time, Arrival Date/Time, Status)'' and the Aircraft details ''(Code, Description, Configuration, Tail Number)''. If a tail number hasn’t been assigned yet then the ''Tail Number'' column will be blank.

As well as filtering any column you can resort the data into ascending or descending sequence or chose to hide certain columns. This is all done by accessing the sub menu displayed when you click the 3 dots on the column you want to sort or hide.

[[File:Sort_pic1.png]]

Flights listed can be downloaded by pressing the “Export to Excel” icon:

[[File:Req 002.png]]

You will notice that the '''Aircraft Configuration''' shown for a flight is a ''hyperlink'' and clicking in this will display the layout and galley configurations of that aircraft

[[File:Schedule_pic3.png]]

Below you see an example of the '''Aircraft Layout''' data:

[[File:Schedule_pic4.png]]

[[File:Schedule_pic5.png]]

You can expand the > at the start of each galley to display details for the '''Stowage Positions''' in that galley, see image below for an example.

[[File:Schedule_pic6.png]]

At the beginning of each flight line will see an information icon “I” and click this will display additional data about that flight that is not visible on the data grid, see image below for an example.

[[File:Schedule_pic7.png]]

At the beginning of each flight line you will see a > icon

[[File:Arrow_icon3.png]]

Pressing this icon will expand the grid and offer many sub-menu tabs to display details about the '''Loading Content''' and '''Passengers''' booked for that flight.

[[File:Schedule_pic8.png]]

The following sections will explain more for each of the options above.

==Flight Updates==

SkySuite receives a '''SSIM''' file which contains all scheduled flights for the next months. In addition to this, as the departure date/time of each flight comes closer SkySuite makes a call (API) to get the latest update on that flight. These updates will pick up the latest passenger bookings, any special meal details, any tail number assigned as well as aircraft configuration changes and/or date/time changes. The timing and frequency of these calls/updates is configurable.

Each time an update is received and processed the details are recorded in SkySuite and are visible in the Flight Updates tab for the flight in question. See image below.

[[File:Schedule_pic8.png]]

The most recent request is always shown on the top of the list. Clicking the > icon at the beginning of each update line will show the passengers booked at the time of that update.

[[File:FlightUpdates_pic1.png]]

==PAX Details==

Select the '''PAX Details''' tab under a flight will show you the latest PAX count for that flight.

[[File:PAXDetails_pic1.png]]

As well as the booked passengers and special meals for each class you also see the date and time of the update (see above as an example). Clicking on any of the figures will show more details.

==Provisioning Details==

In SkySuite the loading list for any flight is built up of multiple components that we call '''Provisioning Codes'''. Each Provisioning Code consists of '''Modules''' and each Module consists of other Modules or '''Items'''. This tab shows you the individual provisioning codes that have been used to create the loading for that flight and then you can drill down into each Provisioning Code to see the details (contents) behind that Provisioning Code.

[[File:Provisioning Details_pic1.png]]

In the above example we see that there are 3 provisioning codes for the flight 2662 from BGI to JFK.

''32S-NA/LATAM/CARIBB-STD'' represents all the items that are always loaded to the aircraft on this route irrespective of the time of day. You will also note that they are round tripped (i.e., loaded and unloaded in JFK)

''32S-NA/LATAM/CARIBB-EUC-ICEBRIDGE'' represents items that are loaded for Eat up café (EUC) which is scheduled for this particular flight. You will also note that they are round tripped (i.e., loaded and unloaded in JFK)

''32S-NA/LATAM/CARIBB-MINT-BREAKFAST'' represents items that are loaded for the MINT breakfast service which is scheduled for this particular flight. You will note that these items are loaded in BGI.

Pressing the > icon at the beginning of any line will display the Modules within that Provisioning Code. You can also take the “Modules Loaded” tab to go straight to all the Modules loaded to the flight. See the next section for mor details about Modules.

==Modules Loaded to a Flight==

A '''Module''' is typically a Container containing multiple items. For example
* DRW-SODASTD – A standard soda drawer
* HST-AISLESERV – Half size (HS) aisle service cart

[[File:ModulesLoaded_pic1.png|1000px]]

Within the Modules Loaded tab you will se a listing of all top level ''Modules/Containers'' that are loaded to the flight, see next image for an example.

[[File:ModulesLoaded_pic2.png]]

Press the > icon on any module will display the contents of that module.

==Items Loaded to the Flight==

The '''Items Loaded''' tab shows a listing of all items (The lowest level) that are loaded to the flight.

[[File:ItemsLoaded_pic1.png]]

==Stowage Contents==

==Documents==

File:ItemsLoaded pic1.png

2024-03-20T04:08:17Z

Marilu Rivera:

File:ModulesLoaded pic2.png

2024-03-20T04:02:17Z

Marilu Rivera:

File:ModulesLoaded pic1.png

2024-03-20T04:01:22Z

Marilu Rivera:

Flight Index

{{Tips and tricks}}
__TOC__

=Schedule Menu=
Selecting the '''Schedule''' option will display all flights departing or arriving to your location starting from today.

[[File:Schedule_pic1.png]]

==Flight Updates==

==PAX Details==

==Provisioning Details==

==Modules Loaded to a Flight==

==Items Loaded to the Flight==

==Stowage Contents==

==Documents==

Flight Index

2024-03-19T05:11:12Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Schedule Menu=
Selecting the Schedule option will display all flights departing or arriving to your location starting from today.

[[File:Schedule_pic1.png|400px]]

==Flight Updates==

==PAX Details==

==Provisioning Details==

==Modules Loaded to a Flight==

==Items Loaded to the Flight==

==Stowage Contents==

==Documents==

Flight Index

2024-03-19T05:10:45Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Schedule Menu=
Selecting the Schedule option will display all flights departing or arriving to your location starting from today.

[[File:Schedule_pic1.png]]

==Flight Updates==

==PAX Details==

==Provisioning Details==

==Modules Loaded to a Flight==

==Items Loaded to the Flight==

==Stowage Contents==

==Documents==

File:Schedule pic1.png

2024-03-19T05:09:37Z

Marilu Rivera:

Flight Index

2024-03-19T05:05:57Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Schedule Menu=
Selecting the Schedule option will display all flights departing or arriving to your location starting from today.

==Flight Updates==

==PAX Details==

==Provisioning Details==

==Modules Loaded to a Flight==

==Items Loaded to the Flight==

==Stowage Contents==

==Documents==

Flight Index

2024-03-19T05:03:52Z

Marilu Rivera: Created page with "{{Tips and tricks}} __TOC__ =Schedule Menu= ==Flight Updates== ==PAX Details== ==Provisioning Details== ==Modules Loaded to a Flight== ==Items Loaded to the Flight== ==Stowag..."

{{Tips and tricks}}
__TOC__

=Schedule Menu=
==Flight Updates==
==PAX Details==
==Provisioning Details==
==Modules Loaded to a Flight==
==Items Loaded to the Flight==
==Stowage Contents==
==Documents==

Requisition Index

2023-07-13T04:35:25Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Creating Manual Requisitions=
Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below [[#Creating a New Requisition from a Template|''''Creating a New Requisition from a Template'''']] for more details on this, and also this [[http://wiki.skylogportal.com/?title=Requisition_ManageStationTemplates '''link''']] for maintaining the template.

To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.

[[File:Req_pic_1.PNG|400px]]

The following page will be displayed;

[[File:Req_pic_2.png|400px]]

In the header section you enter the date you require the goods by and any comment you may like to record.

In the detail section, you add the items you want by pressing the add icon.

[[File:Req_pic_3.png]]

This will then display a screen allowing you to select the item (You simply select an item by pressing the "Select" button, if you don’t see the item you want you can page through until you find it or use the filters by clicking the three dots on each column) and then add the required quantity.

[[File:Req_pic_4.png|400px]]

If you enter a quantity that is not a multiple of the default pack size, you will get the following pop-up in which you will need to detail whether to round up or down accordingly.

[[File:Req_pic_5.png|400px]]

After entering the header section and when you press the add button to select detail or you press the "Save" button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;

[[File:Req_pic_6.png|400px]]

Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.

[[File:Req_pic_7.png|400px]]

==Submitting your Requisitions==
You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the "Submit" button. After this, you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use "Save and Exit" to save your work in this case the status of the Requisition will stay "Pre-Manual Submit" and you can come back to it later. Once you press Submit the status will change to "Awaiting Approval" which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.

On the main Create/Review Requisitions screen you will see that it is now at "Awaiting Approval" status – see below example.

[[File:Req_pic_8.png|400px]]

=Creating a New Requisition from a Template=

You can create new Templates or maintain your existing Templates by pressing the 'Lightening Bolt' icon from the main "Create/ Review Requisitions" page;

[[File:Req_pic_9.png|400px]]

Once you press "Manage Templates" you will see a list of any existing templates for your station;

[[File:Req_pic_10.png|400px]]

In the example above there is a template stored call "LAX Template", to see the items in the template click the drop-down arrow;

[[File:Req_pic_11.png|400px]]

If you wanted to create a Requisition from this Template press the "Create" button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below, you can see the Requisition with 6 items has been created.

[[File:Req_pic_12.png|400px]]

From here you can edit the Quantities, add new lines or delete lines.

[[File:Req_pic_13.PNG]]

Then once ready you can submit your Requisition like in the example [[#Submitting your Requisitions|'''here''']] which was referenced above.

=Reviewing an Automated Requisition=
Depending upon your station configuration, requisitions could be automatically generated by the system. The requisition will be available for your review on the “Create/ Review Requisitions” page. It is suggested to review the requisition within one workday from the requisition “Creation Date”.

Take the “Edit” icon of the requisition with “Awaiting Station Review” status:

[[File:Automated Req 01.png]]

You will be presented with the requisition details:

[[File:Automated Req 02.png]]

* '''Requisition Totals''' – Total calculated weight, volume, and number of pallets of the requisition quantities.
* '''Requisition No''' – The number of the requisition.
* '''Required Date''' – Enter the date by which you expect all items on the requisition to be delivered (the latest date if there are multiple dates at the item line level date).
* '''Comment''' (Optional) – Enter a Comment.
* '''Client Order Note''' (Optional) – Enter a Client Order Note.

You can add items not listed in the requisition with the “Add” icon. Refer to the “Add Item” screen explanation in the [[#Creating Manual Requisitions|''''Creating Manual Requisitions'''']] section 1 above:

[[File:Automated_Req_03.png]]

Check the “Requested Qty” of each item fulfills your station inventory requirements from the “Required Date” till the Next Planned Arrival.

When “Suggested Qty” is negative, there is too much stock in the station. Then, -depending on your station configuration-, “Requested Qty” could be automatically set to zero or your station could be required to return stock.

In the detail section, you can review the item data by pressing the drop-down arrow at the item level:

[[File:Automated Req Arrow 04.png]]

This will then display a screen with the “Requisition Detail”, “Item Parameters”, and “Explain Forecast” tabs, containing the explanation and the base data used to calculate the Suggested Quantities:

[[File:Automated Req 05.png]]

The calculated inventory requirement is based on your “Last Count” approved, the “In Transit Qty” to your station, the “Days Between Delivery/Orders”, and the forecast set up. If you edit the “Requested Qty” to a different number, a “Comment” must be provided as explanation for the edition:

[[File:Automated Req 06.png]]

At the bottom of the page click on the “Accept” button to confirm that the Requested Qty has been reviewed for each item. Once submitted, the requisition will be reviewed by your Station Provisioning Manager, who will approve the Shipments to your station.

[[File:Automated Req 07.png]]

=Tracking a Requisition Status=
Once you have submitted a Requisition as described in the section above, the next step is a review by SkylogistiX. As previously described until that review takes place the Requisition will be at "Awaiting Approval" status. Once it has been reviewed by SkylogistiX the status will move to either "Rejected" or "Outstanding" and you will receive an email telling you that the Requisition has now been approved or rejected. If approved, it is possible that not all the items and quantities you requested have been approved and therefore some of the quantities you requested may have been altered. If you want to check what quantities have been approved follow the steps described below.

The requisition will not stay at the "Outstanding" status very long because as soon as it reaches Outstanding status the system will automatically begin sending the instructions to the various warehouses and suppliers to begin preparing the shipments. Once all those instructions have been sent to warehouses and suppliers the Requisition will move to "Completed" status (for certain configurations there are other steps between Outstanding and Completed see earlier note in section 5.5) this does not mean that the shipments against this Requisition have been completed just that the Requisition processing step has completed. To track the individual status for the shipments generated as a result of the Requisition follow the steps described below.

==Checking what Quantities/ Items have been approved==
Once you receive the email telling you your Requisition has been approved you can go to the "Create/ Review Requisitions" page (see section 5 above for how to navigate to this page). Your requisition will now be a status "Complete" (or for certain configurations it may have another status such as "Fully Scheduled", "Fully Agreed" etc. – see earlier notes above for details). To view the details, click the show icon.

[[File:Req_01.png]]

The following page will be displayed;

[[File:Req_02.png|400px]]

The suggested Quantity is what was proposed by the system (this will be zero for manually created requisitions). The requested quantity is what was requested by the station and the approved quantity is what SkylogistiX has approved. You can make an excel copy of the confirmed quantities by pressing the excel icon button.

[[File:Req_002.png]]

==Tracking the Individual Shipments against your Requisition==
As previously described a single Requisition can generate multiple shipments depending on the source of supply and the stock availability. To view the individual shipments against your Requisition you should press the "Tracking" tab from the screen described above, or by clicking the drop-down from the main ‘Create/ Review Requisitions’ page.

[[File:Req_03.png|400px]]

'''OR'''

[[File:Req_04.png|400px]]

This will show you all the shipment instructions generated as a result of your Requisition.

There are 3 different categories of shipment:

* '''Issue''' – Goods are to be issued from a Central/ Regional warehouse to your station.
* '''Purchase Order''' – The goods are being shipped directly from a supplier to your station.
* '''Return''' – Means you have a surplus and you should return these goods as instructed by SkylogistiX.

See below for an example of the screen you will see if you press the "Track" button as described above.

[[File:Req_05.png|400px]]

In the above example, the only type of shipments generated were Issues. There are three and the source in both cases is the Kuehne + Nagel Sutton Coldfield warehouse, we also see that they have been fully received.

Against any issue, you can view the details of the issue by pressing the "Show" icon against the Issue you want to view in more detail. This will then show you the status/ tracking details of the Issue plus all the items on the issue as illustrated below;

[[File:Req_06.png|400px]]

In the above example on the header section, we see that the issue has a Target Pick completion date of 24th November, and was actually picked and despatched on 24th November and arrived on the 25th November, a day late to the planned arrival date which was the 24th of November.

In the line details we see the Confirmed Requisition Quantity per item and as well as the quantity shipped and the quantity received.

Anything not shipped to you will go onto a backorder and will be shipped via a separate issue which can be viewed in the same way as the main issue.

Requisition Index

2023-07-13T04:10:03Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Creating Manual Requisitions=
Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below [[#Creating a New Requisition from a Template|''''Creating a New Requisition from a Template'''']] for more details on this, and also this [[http://wiki.skylogportal.com/?title=Requisition_ManageStationTemplates '''link''']] for maintaining the template.

To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.

[[File:Req_pic_1.PNG|400px]]

The following page will be displayed;

[[File:Req_pic_2.png|400px]]

In the header section you enter the date you require the goods by and any comment you may like to record.

In the detail section, you add the items you want by pressing the add icon.

[[File:Req_pic_3.png]]

This will then display a screen allowing you to select the item (You simply select an item by pressing the "Select" button, if you don’t see the item you want you can page through until you find it or use the filters by clicking the three dots on each column) and then add the required quantity.

[[File:Req_pic_4.png|400px]]

If you enter a quantity that is not a multiple of the default pack size, you will get the following pop-up in which you will need to detail whether to round up or down accordingly.

[[File:Req_pic_5.png|400px]]

After entering the header section and when you press the add button to select detail or you press the "Save" button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;

[[File:Req_pic_6.png|400px]]

Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.

[[File:Req_pic_7.png|400px]]

==Submitting your Requisitions==
You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the "Submit" button. After this, you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use "Save and Exit" to save your work in this case the status of the Requisition will stay "Pre-Manual Submit" and you can come back to it later. Once you press Submit the status will change to "Awaiting Approval" which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.

On the main Create/Review Requisitions screen you will see that it is now at "Awaiting Approval" status – see below example.

[[File:Req_pic_8.png|400px]]

=Creating a New Requisition from a Template=

You can create new Templates or maintain your existing Templates by pressing the 'Lightening Bolt' icon from the main "Create/ Review Requisitions" page;

[[File:Req_pic_9.png|400px]]

Once you press "Manage Templates" you will see a list of any existing templates for your station;

[[File:Req_pic_10.png|400px]]

In the example above there is a template stored call "LAX Template", to see the items in the template click the drop-down arrow;

[[File:Req_pic_11.png|400px]]

If you wanted to create a Requisition from this Template press the "Create" button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below, you can see the Requisition with 6 items has been created.

[[File:Req_pic_12.png|400px]]

From here you can edit the Quantities, add new lines or delete lines.

[[File:Req_pic_13.PNG]]

Then once ready you can submit your Requisition like in the example [[#Submitting your Requisitions|'''here''']] which was referenced above.

=Reviewing an Automated Requisition=
Depending upon your station configuration, requisitions could be automatically generated by the system. The requisition will be available for your review on the “Create/ Review Requisitions” page. It is suggested to review the requisition within one workday from the requisition “Creation Date”.

Take the “Edit” icon of the requisition with “Awaiting Station Review” status:

[[File:Automated Req 01.png]]

You will be presented with the requisition details:

[[File:Automated Req 02.png]]

* '''Requisition Totals''' – Total calculated weight, volume, and number of pallets of the requisition quantities.
* '''Requisition No''' – The number of the requisition.
* '''Required Date''' – Enter the date by which you expect all items on the requisition to be delivered (the latest date if there are multiple dates at the item line level date).
* '''Comment''' (Optional) – Enter a Comment.
* '''Client Order Note''' (Optional) – Enter a Client Order Note.

You can add items not listed in the requisition with the “Add” icon. Refer to the “Add Item” screen explanation in the [[#Creating Manual Requisitions|''''Creating Manual Requisitions'''']] section 1 above:

[[File:Automated_Req_03.png]]

Check the “Requested Qty” of each item fulfills your station inventory requirements from the “Required Date” till the Next Planned Arrival.

When “Suggested Qty” is negative, there is too much stock in the station. Then, -depending on your station configuration-, “Requested Qty” could be automatically set to zero or your station could be required to return stock.

In the detail section, you can review the item data by pressing the drop-down arrow at the item level:

[[File:Automated Req Arrow 04.png]]

This will then display a screen with the “Requisition Detail”, “Item Parameters”, and “Explain Forecast” tabs, containing the base data and explanation used to calculate the Suggested Quantities:

[[File:Automated Req 05.png]]

The calculated inventory requirement is based on your “Last Count” approved, the “In Transit Qty” to your station, the “Days Between Delivery/Orders”, and the forecast set up. If you edit the “Requested Qty” to a different number, a “Comment” must be provided as explanation for the edition:

[[File:Automated Req 06.png]]

At the bottom of the page click on the “Accept” button to confirm that the Requested Qty has been reviewed for each item. Once submitted, the requisition will be reviewed by your Station Provisioning Manager, who will approve the Shipments to your station.

[[File:Automated Req 07.png]]

=Tracking a Requisition Status=
Once you have submitted a Requisition as described in the section above, the next step is a review by SkylogistiX. As previously described until that review takes place the Requisition will be at "Awaiting Approval" status. Once it has been reviewed by SkylogistiX the status will move to either "Rejected" or "Outstanding" and you will receive an email telling you that the Requisition has now been approved or rejected. If approved, it is possible that not all the items and quantities you requested have been approved and therefore some of the quantities you requested may have been altered. If you want to check what quantities have been approved follow the steps described below.

The requisition will not stay at the "Outstanding" status very long because as soon as it reaches Outstanding status the system will automatically begin sending the instructions to the various warehouses and suppliers to begin preparing the shipments. Once all those instructions have been sent to warehouses and suppliers the Requisition will move to "Completed" status (for certain configurations there are other steps between Outstanding and Completed see earlier note in section 5.5) this does not mean that the shipments against this Requisition have been completed just that the Requisition processing step has completed. To track the individual status for the shipments generated as a result of the Requisition follow the steps described below.

==Checking what Quantities/ Items have been approved==
Once you receive the email telling you your Requisition has been approved you can go to the "Create/ Review Requisitions" page (see section 5 above for how to navigate to this page). Your requisition will now be a status "Complete" (or for certain configurations it may have another status such as "Fully Scheduled", "Fully Agreed" etc. – see earlier notes above for details). To view the details, click the show icon.

[[File:Req_01.png]]

The following page will be displayed;

[[File:Req_02.png|400px]]

The suggested Quantity is what was proposed by the system (this will be zero for manually created requisitions). The requested quantity is what was requested by the station and the approved quantity is what SkylogistiX has approved. You can make an excel copy of the confirmed quantities by pressing the excel icon button.

[[File:Req_002.png]]

==Tracking the Individual Shipments against your Requisition==
As previously described a single Requisition can generate multiple shipments depending on the source of supply and the stock availability. To view the individual shipments against your Requisition you should press the "Tracking" tab from the screen described above, or by clicking the drop-down from the main ‘Create/ Review Requisitions’ page.

[[File:Req_03.png|400px]]

'''OR'''

[[File:Req_04.png|400px]]

This will show you all the shipment instructions generated as a result of your Requisition.

There are 3 different categories of shipment:

* '''Issue''' – Goods are to be issued from a Central/ Regional warehouse to your station.
* '''Purchase Order''' – The goods are being shipped directly from a supplier to your station.
* '''Return''' – Means you have a surplus and you should return these goods as instructed by SkylogistiX.

See below for an example of the screen you will see if you press the "Track" button as described above.

[[File:Req_05.png|400px]]

In the above example, the only type of shipments generated were Issues. There are three and the source in both cases is the Kuehne + Nagel Sutton Coldfield warehouse, we also see that they have been fully received.

Against any issue, you can view the details of the issue by pressing the "Show" icon against the Issue you want to view in more detail. This will then show you the status/ tracking details of the Issue plus all the items on the issue as illustrated below;

[[File:Req_06.png|400px]]

In the above example on the header section, we see that the issue has a Target Pick completion date of 24th November, and was actually picked and despatched on 24th November and arrived on the 25th November, a day late to the planned arrival date which was the 24th of November.

In the line details we see the Confirmed Requisition Quantity per item and as well as the quantity shipped and the quantity received.

Anything not shipped to you will go onto a backorder and will be shipped via a separate issue which can be viewed in the same way as the main issue.

File:Automated Req 07.png

2023-07-13T04:08:38Z

Marilu Rivera:

File:Automated Req 06.png

2023-07-13T04:05:19Z

Marilu Rivera:

File:Automated Req 05.png

2023-07-13T03:58:33Z

Marilu Rivera:

2023-07-12T22:51:03Z

Marilu Rivera:

Requisition Index

2023-07-12T22:31:51Z

Marilu Rivera:

{{Tips and tricks}}
__TOC__

=Creating Manual Requisitions=
Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below [[#Creating a New Requisition from a Template|''''Creating a New Requisition from a Template'''']] for more details on this, and also this [[http://wiki.skylogportal.com/?title=Requisition_ManageStationTemplates '''link''']] for maintaining the template.

To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.

[[File:Req_pic_1.PNG|400px]]

The following page will be displayed;

[[File:Req_pic_2.png|400px]]

In the header section you enter the date you require the goods by and any comment you may like to record.

In the detail section, you add the items you want by pressing the add icon.

[[File:Req_pic_3.png]]

This will then display a screen allowing you to select the item (You simply select an item by pressing the "Select" button, if you don’t see the item you want you can page through until you find it or use the filters by clicking the three dots on each column) and then add the required quantity.

[[File:Req_pic_4.png|400px]]

If you enter a quantity that is not a multiple of the default pack size, you will get the following pop-up in which you will need to detail whether to round up or down accordingly.

[[File:Req_pic_5.png|400px]]

After entering the header section and when you press the add button to select detail or you press the "Save" button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;

[[File:Req_pic_6.png|400px]]

Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.

[[File:Req_pic_7.png|400px]]

==Submitting your Requisitions==
You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the "Submit" button. After this, you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use "Save and Exit" to save your work in this case the status of the Requisition will stay "Pre-Manual Submit" and you can come back to it later. Once you press Submit the status will change to "Awaiting Approval" which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.

On the main Create/Review Requisitions screen you will see that it is now at "Awaiting Approval" status – see below example.

[[File:Req_pic_8.png|400px]]

=Creating a New Requisition from a Template=

You can create new Templates or maintain your existing Templates by pressing the 'Lightening Bolt' icon from the main "Create/ Review Requisitions" page;

[[File:Req_pic_9.png|400px]]

Once you press "Manage Templates" you will see a list of any existing templates for your station;

[[File:Req_pic_10.png|400px]]

In the example above there is a template stored call "LAX Template", to see the items in the template click the drop-down arrow;

[[File:Req_pic_11.png|400px]]

If you wanted to create a Requisition from this Template press the "Create" button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below, you can see the Requisition with 6 items has been created.

[[File:Req_pic_12.png|400px]]

From here you can edit the Quantities, add new lines or delete lines.

[[File:Req_pic_13.PNG]]

Then once ready you can submit your Requisition like in the example [[#Submitting your Requisitions|'''here''']] which was referenced above.

=Reviewing an Automated Requisition=
Depending upon your station configuration, requisitions could be automatically generated by the system. The requisition will be available for your review on the “Create/ Review Requisitions” page. It is suggested to review the requisition within one workday from the requisition “Creation Date”.

Take the “Edit” icon of the requisition with “Awaiting Station Review” status:

[[File:Automated Req 01.png]]

You will be presented with the requisition details:

[[File:Automated Req 02.png]]

* '''Requisition Totals''' – Total calculated weight, volume, and number of pallets of the requisition quantities.
* '''Requisition No''' – The number of the requisition.
* '''Requisition Date''' – Enter the date by which you expect all items on the requisition to be delivered (the latest date if there are multiple dates at the item line level date).
* '''Preferred Transport Mode''' – Select from the transport modes available to your station.
* '''Comment''' (Optional) – Enter a Comment.
* '''Client Order Note''' (Optional) – Enter a Client Order Note.

You can add items not listed in the requisition with the “Add” icon. Refer to the “Add Item” screen explanation in the [[#Creating Manual Requisitions|''''Creating Manual Requisitions'''']] section 1 above:

Check the “Requested Qty” of each item fulfills your station inventory requirements from the “Required Date” till the Next Planned Arrival.

When “Suggested Qty” is negative, there is too much stock in the station. Then, -depending on your station configuration-, “Requested Qty” could be automatically set to zero or your station could be required to return stock.

In the detail section, you can review the item data by pressing the drop-down arrow at the item level:

This will then display a screen with the “Requisition Detail”, “Item Parameters”, and “Explain Forecast” tabs, containing the base data and explanation used to calculate the Suggested Quantities:

The calculated inventory requirement is based on your “Last Count” approved, the “In Transit Qty” to your station, the “Days Between Delivery/Orders”, and the forecast set up. If you edit the “Requested Qty” to a different number, a “Comment” must be provided as explanation for the edition:

At the bottom of the page click on the “Accept” button to confirm that the Requested Qty has been reviewed for each item. Once submitted, the requisition will be reviewed by your Station Provisioning Manager, who will approve the Shipments to your station.

=Tracking a Requisition Status=
Once you have submitted a Requisition as described in the section above, the next step is a review by SkylogistiX. As previously described until that review takes place the Requisition will be at "Awaiting Approval" status. Once it has been reviewed by SkylogistiX the status will move to either "Rejected" or "Outstanding" and you will receive an email telling you that the Requisition has now been approved or rejected. If approved, it is possible that not all the items and quantities you requested have been approved and therefore some of the quantities you requested may have been altered. If you want to check what quantities have been approved follow the steps described below.

The requisition will not stay at the "Outstanding" status very long because as soon as it reaches Outstanding status the system will automatically begin sending the instructions to the various warehouses and suppliers to begin preparing the shipments. Once all those instructions have been sent to warehouses and suppliers the Requisition will move to "Completed" status (for certain configurations there are other steps between Outstanding and Completed see earlier note in section 5.5) this does not mean that the shipments against this Requisition have been completed just that the Requisition processing step has completed. To track the individual status for the shipments generated as a result of the Requisition follow the steps described below.

==Checking what Quantities/ Items have been approved==
Once you receive the email telling you your Requisition has been approved you can go to the "Create/ Review Requisitions" page (see section 5 above for how to navigate to this page). Your requisition will now be a status "Complete" (or for certain configurations it may have another status such as "Fully Scheduled", "Fully Agreed" etc. – see earlier notes above for details). To view the details, click the show icon.

[[File:Req_01.png]]

The following page will be displayed;

[[File:Req_02.png|400px]]

The suggested Quantity is what was proposed by the system (this will be zero for manually created requisitions). The requested quantity is what was requested by the station and the approved quantity is what SkylogistiX has approved. You can make an excel copy of the confirmed quantities by pressing the excel icon button.

[[File:Req_002.png]]

==Tracking the Individual Shipments against your Requisition==
As previously described a single Requisition can generate multiple shipments depending on the source of supply and the stock availability. To view the individual shipments against your Requisition you should press the "Tracking" tab from the screen described above, or by clicking the drop-down from the main ‘Create/ Review Requisitions’ page.

[[File:Req_03.png|400px]]

'''OR'''

[[File:Req_04.png|400px]]

This will show you all the shipment instructions generated as a result of your Requisition.

There are 3 different categories of shipment:

* '''Issue''' – Goods are to be issued from a Central/ Regional warehouse to your station.
* '''Purchase Order''' – The goods are being shipped directly from a supplier to your station.
* '''Return''' – Means you have a surplus and you should return these goods as instructed by SkylogistiX.

See below for an example of the screen you will see if you press the "Track" button as described above.

[[File:Req_05.png|400px]]

In the above example, the only type of shipments generated were Issues. There are three and the source in both cases is the Kuehne + Nagel Sutton Coldfield warehouse, we also see that they have been fully received.

Against any issue, you can view the details of the issue by pressing the "Show" icon against the Issue you want to view in more detail. This will then show you the status/ tracking details of the Issue plus all the items on the issue as illustrated below;

[[File:Req_06.png|400px]]

In the above example on the header section, we see that the issue has a Target Pick completion date of 24th November, and was actually picked and despatched on 24th November and arrived on the 25th November, a day late to the planned arrival date which was the 24th of November.

In the line details we see the Confirmed Requisition Quantity per item and as well as the quantity shipped and the quantity received.

Anything not shipped to you will go onto a backorder and will be shipped via a separate issue which can be viewed in the same way as the main issue.

2023-07-12T19:17:25Z

Marilu Rivera: