Operation-2 - Quotation Confirmed

1

Quotation confirmed

Dimension Value – Project Code 

i. Create Dimension Value

Location/Inventory posting setup – project location

ii. Create Location and Inventory Posting setup

Quotation – update dimension / release quotation

i. Create Dimension Value

Jobs – Project Engineering Schedule

iii. Create Project (Jobs)

Jobs – Billing Schedule

iii. Create Project (Jobs)

Sales Order – Material List for procurement

v. Create Sales Order

2

On-Site Activity

Use mobile devices to upload attachments (i.e image) and record the progress date

Operation-3- Project Operation Stage - On-site activity

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