Step-by-Step Guide for Project Process
| Type | Steps | Stage | Process By | Action | Required Fields | Useful Tools |
| Project - K&F (BU) | 1 | Quote / Tender - Item Cost Estimation | Project Sales / Procurement | Create "Dummy PO" from the dummy project template for estimation | ||
| 2 | Tender Award | Micheal | Create Project, Copy from Tasks lines from Template | |||
| 3 | Billing for Deposit | Finance | Create AR Invoice | |||
| 4 | Drawing Approved and Purchase Item Confirmed | Project Team | Create PO from Project Planning Line | |||
| 5 | Place order to Vendor | Procurement | Print out the order and sign by management for approval | |||
| 6 | Follow up the Offer/AB no. | Procurement | Update to PO, | Split AB function | ||
| 7 | Shipping Document Received | Procurement | Enter item tracking line then post Receipt | Item Tracking Line | ||
| 8 | Pick Good | Logistic | Print the Good Picking document from Transfer Order | |||
| 9 | Goods Deliver to WH | Logistic | Post Transfer Receipt | |||
| 10 | Prepare for delivery | Project team | Create LD | Get Line from Project | ||
| 11 | Delivery | Project Team | Print Delivery Acknowledge | |||
| 12 | Delivered | Project Team | Post "Deliver Project Item" in LD | |||
| 13 | Update project card | Micheal | Update Project Card | |||
| 14 | Handover to CS | TBC | Mark "End Date" in Project Card | |||
| 15 | CS Preparation | CS | Create customer for End user (Import) | |||
| 16 | CS Preparation | CS | Create Services Item according to "Unit") (Import) | |||
| 17 | Complete project | TBC | Verify all billing and payment are settled. | mark completes | ||
| Project - KA (WOLF, SUBZERO) | 1 | Quote / Tender - Item Cost Estimation | Project Team | Create Dummy Sales Order for Cost estimation | ||
| 2 | Tender Awarded | Micheal | Create Project, Copy from Tasks lines from Template | |||
| 3 | Billing for Deposit | Finance | ||||
| 4 | Drawing Approved and Purchase Item Confirmed | Project Team | ||||
| 5 | Place order to Vendor | CS | Follow-up Vendor Order No | |||
| 6 | Split PO Line if delivery date changed | CS | *New Customization | |||
| 7 | Shipping Document Received | Procurement | ||||
| 8 | Pick Good | Logistic | ||||
| 9 | Goods Deliver to WH | Logistic | ||||
| 10 | Prepare for delivery | Project team | ||||
| 11 | Delivery | Project Team | ||||
| 12 | Delivered | Project Team | ||||
| 13 | Update project card | Micheal | ||||
| 14 | Handover to CS | TBC | ||||
| 15 | CS Preparation | CS | ||||
| 16 | CS Preparation | CS | ||||
| 17 | Complete project | TBC | ||||
| Import for create Services item | ||||||