Domain: Wholesale/Retail Trade
Question:
An end user submits one requisition with five requested lines under the same account and delivery address. During fulfillment review, you confirm four lines can be issued immediately from store inventory, while one line cannot be issued because on-hand quantity is insufficient and the item must be procured externally. Without splitting the request into a second requisition or cancelling any lines, what processing approach keeps inventory balances, commitment status, tracking, delivery confirmation, and the audit trail accurate across both phases, including what must happen to the in-stock lines now, what must remain open, how the requisition should appear after the first delivery is signed for, and how the final closeout occurs once the remaining line is later received and delivered?

A customer reports that a supply item they have ordered previously is not discoverable via catalog search today. You are asked to resolve the issue in a way that avoids duplicate records and avoids telling the user to "just reorder it later." What is the correct diagnostic sequence to determine whether the item is present in the system but not effectively orderable, versus not present at all, including how to validate the item record in location-level maintenance, what to confirm about availability status and on-hand, how to handle the case where the item appears with a non-stocked classification even though quantity is present, and what the customer should do if the request is really a direct purchase because stock is not available?

A high-usage stocked supply is repeatedly running out. Staff note the replenishment signal is arriving too late to prevent gaps, even though the item is intended to be routinely stocked. The item is configured so that reorder thresholds are maintained by a manager rather than recalculated from usage history. What should be evaluated and changed so that the reorder trigger occurs early enough to account for current consumption and typical supplier timing, including which parameters must be compared against recent demand, what adjustments would cause the item to surface sooner for ordering, and when it would be appropriate to switch the configuration so thresholds can be derived from historical usage rather than maintained manually?

Expected points in a correct answer:
Response addresses all three scenarios: partial fulfillment, missing item in catalog, and increased stockouts
States that the requisition should be processed as a partial requisition, allowing fillable and unfillable lines to be managed independently while maintaining a single audit trail
Addresses how to proceed with a requisition where inventory for four items in stock can be pulled.
States that in-stock items should be pulled from inventory by navigating to Supply Management -> Requisitions
Details entering the transfer method
Highlights the need for the tracking number
Response includes the quantity being pulled from stock
States to place line "in transit."
States that placing items in transit updates inventory balances
States that placing items in transit allows those lines to be delivered and closed after user signature
Details that the requisition must remain open to reflect the remaining out of stock items until the items can be fulfilled normally.
States that after the backordered item is received in stock, the open line should be processed from the requisition and placed in transit, then delivered to the user with proper confirmation
States that the unfilled line flows through the vendor ordering process, generating a purchase order as needed
States that in-stock items are delivered to the user and the user's badge scan/signature is captured to close those lines.
Includes details regarding the first step if a product is missing in the catalog, which is verifying it remains active in the system.
Details searching by item number and see the ABC code
Details next steps once validating the item exists. If it exists, ensure it's set to Active and has a fulfillable QOH.
States that if the item has ABC code 'X' (non-stocked) but inventory is available, the team should be consulted and if it was an error, the ABC code should be changed to 'A' (stocked)
Details how to proceed if the item is not in the system or does not exist.
Identifies how to create a new item in Procurement -> Create a new supply item and filling in all fields with an asterisk
Details item requested is not in stock, indicates to have the customer reach out to Travis at stephe1@uthsc.edu to request a direct purchase
Outlines when an item is set to "Manager Controlled Levels", the system will not automatically calculate replenishment quantities
Details how timely ordering depends entirely on manager setting accuracy
Identifies that if a mismatch exists between historical usage, vendor leadtimes and current ROP/ROQ settings
Identifies ROP should be increased to drive earlier replenishment
Details ROQ adjusted to ensure stock is maintained to reflect current leadtimes
States Increased stock-outs indicate the ROP and ROQ no longer reflect historic usage or vendor leadtime because it perpetuates out of stocks until corrected.
Recommends once inventory is stabilized, manager controlled levels can be turned off
Highlights turning off controls allows automatic reorder settings to resume.
States that the out-of-stock line should not be canceled from the requisition.
States that the unfilled line should flow through the vendor ordering process, generating a purchase order as needed.
States that after in-stock items are delivered and the user's badge scan is captured, only those fulfilled lines will close.
States that the requisition will reflect a "Partial" status after the first delivery.
States that when the final line is completed, the requisition will fully close.
States to check the item in Supply Locations when verifying item existence.
States that if the ABC code was changed to "A" (stocked), the customer should refresh the page and try again.
States that the General Store should review historical usage and delivery timelines.
States that the ROP increase would cause the item to appear on the Suggested Order List earlier.
States that the switch from Manager Controlled Levels should occur when usage becomes stable and predictable.