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 |
Stage 3 - Procurement
1. Requisition Worksheet - Consolidated all outstanding item it need to purchase for fulfil the project requirement
1.1 Preview outstanding line in Requisition Worksheet .
Step 1 - Go to Requisition Worksheet
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System only get the outstanding line to requisition worksheet only.
1.2 Create Purchase Order from Requisition Worksheet
Step 1 - Click on Vendor No. column for the line which is need to create purchase order
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ii. Select Process, then Carry Out Action Message action
1.3 Purchase Order
i. Ener Project Code in PO Header.
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System will not carry the extend text line from SO to PO, user must check and enter the specification for the item in PO.
Example as below:
1.2 - Create Purchase Order for purchase to stock
Create Purchase Order
Step 1 - Select Purchase Order then select new action
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- PO no. will auto assign by system
- Select vendor from vendor card for fill up Vendor Name
- Select project code “STOCK”
- In Order Lines Tab, select Type = Item
- Select Location – if purchase to stock, location should be MAIN
- Enter Quantity
- Unit of measure code default from item master, change if needs
- Enter Comment if needs
