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 |
1. Prepare Physical Inventory Journal
Physical Inventory Journal process aims for move the value to cost of goods sold.
Steps:
| 1 | Go to Physical Inventory Journal then select Prepare, calculate Inventory… |
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| 2 | Enter Document No and Select project location. |
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| 3 | Select Open in Excel Action for save the copy to conduct the physical stock take for the location.3. Select Open in Excel Action for save the copy to conduct the physical stock take for the location. |
| 4 | Phys inventory set to “0” for all items. * Although the rest project material to be return to stock, the cost to be count into the project and this is no inventory value for the rest material. |
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| 5 | Post the Physical Inventory Journal. |
2. Item Journal
Use item journal for return the remaining qty to inventory. User can use the excel list it open in the physical inventory journal (refer to 9.1) for conduct the stock take.
Steps:
| 1 | Go to Item Journals then enter the journal line for the item it needs to return to inventory. |
| 2 | Select Entry Type = Positive Adjmt. |
| 3 | Fill up the Item No. |
| 4 | If the item no. is generic item no, enter the description for the item it needs to return to inventory. |
| 5 | Select Location Code = Main |
| 6 | Enter Quantity |
| 7 | No need to enter unit cost because the item returns to inventory is no value. |
| 8 | Post the Item Journal |