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 - Transfer Order
Step 1 – Go to transfer Order List |
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Enter Transfer Order in “Tell Me” search box, then select “Transfer Orders” link
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Step 2 – Create Transfer Order |
Select New in Transfer Orders Action bar
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Step 3 – Enter Transfer Order Information |
1. Enter transfer from Location Code 2. Enter transfer to Location Code 3. Select “Direct Transfer” 4. Enter Posting Date if Transfer from Receipt Date is not today (assume work date is today) 5. Enter Project Code 6. Enter Item No. 7. Enter Quantity 8. Change Shipment Date if ship date is not today (assume work date is today)
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Step 4 – Post Transfer Order |
1. Select Posting, Post action to post the transfer order. 2. After transfer order posted, system will delete the transfer order. User can find the transaction history in Posted Transfer Shipment and Posted Transfer Receipt.
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On-screen Inventory Checking
- Purchase Order Line List – Preview the outstanding purchase receipt.
- Item Ledger Entries – Inventory Transaction History
- Item List – Filter List by Inventory Qty “<>0 and Filter Totals by Location Code to preview the list of project item and quantity held at the location.