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