Sales and project operation overview
# | Stage | Modules |
1 | Quotation confirmed | Dimension Value – Project Code |
Location/Inventory posting setup – project location | ||
Quotation – update dimension / release quotation | ||
Jobs – Project Engineering Schedule | ||
Jobs – Billing Schedule | ||
Sales Order – Material List for procurement | ||
2 | On-Site Activity | Use mobile devices to upload attachments (i.e image) and record the progress date |
3 | Procurement | Requisition Worksheet – procurement process for project material |
Purchase Order – Purchase stock item / project material | ||
Purchase Invoice – purchase for project works or project material / Vendor invoice | ||
Transfer Order – transfer material from stock to project location | ||
4 | Project Closure | Physical Stock Count – transfer the material cost to cost of goods sold account |
Item Journal – write off damage item / stock adjustment |