GCSS-Army Transaction Guide

Transcription

1 GCSS-Army Transaction Guide Business Purpose Use this transaction to create a purchase requisition (PR) that requests a Lateral Transfer of equipment between two GCSS-Army Units. Prerequisite: The equipment being transferred must have already been transferred into the Commander's Storage Location (CDR SLoc) via a MIGO transaction. Business Trigger As a Unit Supply user, you need to create a PR to initiate the transfer of equipment to another GCSS-Army Unit and notify the Property Book Officer (PBO) when the PR is complete. Navigating to the Transaction Navigate to the transaction using one of the following methods: From the ZUSMENU screen: Click the Property Management button in the Select Process panel followed by the ZPBOWKBH (Property Disposition) button in the Select Action panel. From the SAP Easy Access screen: Type ZPBOWKBH in the Command field and press Enter.

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3 Unit Supply Menu In this example, you begin at the Unit Supply Menu (ZUSMENU). 1. Click the Property Management button. 2. Click the ZPBOWKBH (Property Disposition) button. Page: 3 of 22

4 PBO Workbench: Initial 3. Click the Lateral Transfer button. Page: 4 of 22

5 Select action (Dialog Box) 4. Click the Issue button. Page: 5 of 22

6 PBO Workbench: Initial (Select action) 5. Click the Create PR Request button. Page: 6 of 22

7 Page: 7 of 22 PBO Workbench: Initial (Selection options) You must complete at least one of the following fields: - Storage Location (Issuing SLoc) - UIC (Issuing Unit Identification Code) - Force Element ID (Issuing FE) To improve efficiency during the process and limit the sections on the next screen, use the Material and LIN Number / DODIC fields when they are known. In this example, you know the issuing UIC. Warning: This transaction will only access materials in a Commander's Storage Location (CDR SLoc). The equipment being transferred must have already been transferred there using a MIGO transaction (typically using Movement Type 311). If you specify an SLoc that is not a CDR SLoc, the system will locate the FE in which the specified SLoc resides and display that FE's CDR SLoc instead Type your entry in the UIC field (for example, WH53T0). Type the issuing UIC. Click the Execute button.

8 Page: 8 of 22 PBO Workbench: Lateral Transfer: Request New (1) The system displays all Line Item Numbers (LINs) and quantities that match your specifications on the previous screen. The transaction uses the following "traffic light" symbols to indicate the equipment's status by LIN: = READY (No items in suspense) = PARTIAL QTY SUSP. (Partial quantity in suspense) = BLOCKED (Phys. Inv.) (LIN is blocked for physical inventory) = FULL QTY SUSP. (Entire on-hand quantity is in suspense) 8. Type your entry in the Qty to Susp field (for example, 2). 9. Click the Qty to Susp field. In this example, click the Qty to Susp field for the line item containing LIN 05004N. 10. Type your entry in the Qty to Susp field (for example, 2). 11. Click the Qty to Susp field. In this example, click the Qty to Susp field for the line item containing LIN 70223N. 12. Type your entry in the Qty to Susp field (for example, 2).

9 Click the Select all button to the left of a LIN you need to transfer. Click the Create PR Request button. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3c Page: 9 of 22

10 Confirm (Dialog Box) 15. Click the Yes button. Page: 10 of 22

11 Enter gaining UIC (Dialog Box) Type your entry in the UIC field (for example, WG2CA0). Click the Continue button. Page: 11 of 22

12 Page: 12 of 22 Make a selection (Dialog Box) Because you specified a GCSS-Army UIC, the system defaults to Internal to GCSS-Army Unit (YSTU). Note: The document type shown here (YSTU) is the document type of the PO into which this PR will be converted, if approved by the Property Book Officer. 18. Click the Continue button.

13 Page: 13 of 22 Maintain serial numbers (Dialog Box)-1 This is the best time to select the Serial Number(s). However, during the processing of this PR, the PBO will have opportunities to select or change serial numbers, as needed. A separate dialog box will display for each material included in the PR. 19. Select the check box to the left of the serial number of an item you intend to transfer. In this example, select the check box to the left of the serial number ending in Select the check box to the left of the serial number(s) of any other item(s) you intend to transfer. In this example, select the check box to the left of the serial number ending in Click the Save button.

14 Page: 14 of 22 Maintain serial numbers (Dialog Box) Select the check box to the left of the serial number of an item you intend to transfer. In this example, select the check box to the left of the serial number ending in Select the check box to the left of the serial number(s) of any other item(s) you intend to transfer. In this example, select the check box to the left of the serial number ending in Click the Save button.

15 Page: 15 of 22 Maintain serial numbers (Dialog Box) Select the check box to the left of the serial number of an item you intend to transfer. In this example, select the check box to the left of the serial number ending in Select the check box to the left of the serial number(s) of any other item(s) you intend to transfer. In this example, select the check box to the left of the serial number ending in Click the Save button.

16 Page: 16 of 22 Messages (Dialog Box) The Messages dialog box displays the new suspense number (Purchase Requisition). Note: The underlined PR number in the Purch.Req. column is a link to that PR document in the system. 28. Click the Purch. Req. link. The Print button will print a DA Form 3161 for each Material. However, because the document is an unapproved PR at this point, there is not yet a need for a printed 3161.

17 Display Purchase Req. XXXXXXXXXX 29. Click the Back button. Page: 17 of 22

18 Messages (Dialog Box) 30. Click the Continue button. Page: 18 of 22

19 Page: 19 of 22 PBO Workbench: Lateral Transfer: Request New The check marks in the first Status column indicate that the PR is in a SUSPENSE REQUEST CREATED status. 31. Click the Back button.

20 PBO Workbench: Initial 32. Click the Back button. Page: 20 of 22

21 Unit Supply Menu You have created one or more PRs for lateral transfer to a GCSS-Army Unit. 33. From this screen, you can do either of the following: Perform another transaction. Log off GCSS-Army. Page: 21 of 22

22 Page: 22 of 22 Summary You have created PRs requesting the lateral transfer of material to another GCSS-Army Unit. Follow-Up: Notify the PBO of the PR(s) you created so that each can be reviewed for approval and processing. Be sure to include the UIC and/or SLoc, LIN, and the PR number(s)..