1 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 DA0930 - Project Enquiry Enhancements/Project Issues from Stock Improvements.

1 of 26

DA930-Project Enquiry Enhancements

Last updated: December 2001

DA0930 - Project Enquiry Enhancements/Project Issues from Stock Improvements

DA0930 - Project Enquiry Enhancements/Project Issues from Stock Improvements


Last updated: December 2001 2 of 26

The following changes have been made as a result of this project. Click on an icon to go to the relevant link:

Project Issues from Stock

. Browse on Project Codes

Purchase Order Enquiry

Project Enquiry Enhancements/Project Issues From Stock Improvements



Project Issues from Stock

Project Issues From Stock



The option Project Issues from Stock has been amended in the following ways:

To allow negative stock to be issued for the purpose of returns

To allow all stock requirements for projects to be entered at the same time.

Project Issues From Stock

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When you first select the Project Issues from Stock option, a new entry

screen has been added.

When you first select the Project Issues from Stock option, a new entry

screen has been added. This allows you to create a new transaction or select an existing transaction for issuing stock to

projects.

This allows you to create a new transaction or select an existing transaction for issuing stock to

projects.

If you select Transaction Reference, the main transaction

entry screen is displayed.

If you select Transaction Reference, the main transaction

entry screen is displayed.

Project Issues From Stock - Entry Screen

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This is the main Transaction entry screen.

This is the main Transaction entry screen.

Once you have entered the transaction number, the header

screens appear in the usual way.

Once you have entered the transaction number, the header

screens appear in the usual way.

Either select F6-Next for a new transaction or F2-Browse to select

an existing transaction.

Either select F6-Next for a new transaction or F2-Browse to select

an existing transaction.

Project Issues From Stock - Transaction Reference

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You can also issue further stock to a specific project on existing transactions by

selecting the project code itself.

You can also issue further stock to a specific project on existing transactions by

selecting the project code itself.

If you select Project Code, the project entry screen is displayed.

If you select Project Code, the project entry screen is displayed.

Note:

New transactions can only be created using the Transaction Reference entry method.

Note:

New transactions can only be created using the Transaction Reference entry method.

Project Issues From Stock - Project Selection

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This screen is displayed if you selected Project Code from the entry

screen.

This screen is displayed if you selected Project Code from the entry

screen.

Type in a valid project code or use F2-Browse

to select a code.

Type in a valid project code or use F2-Browse

to select a code.

Project Issues From Stock - Project Entry Screen

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The project transactions are displayed in a

browse.

The project transactions are displayed in a

browse.

Select F12-Toggle to view transactions of all statuses.

Select F12-Toggle to view transactions of all statuses.

Select Enter-OK to issue further stock to

projects.

Select Enter-OK to issue further stock to

projects.

Valid statuses are:

SUSPENDED, POSTED, or ISSUED.

Valid statuses are:

SUSPENDED, POSTED, or ISSUED.

Project Issues From Stock - Browse Transactions

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This screen is displayed if you selected Enter-OK on the

previous screen to issue further stock.

This screen is displayed if you selected Enter-OK on the

previous screen to issue further stock.

This must be the Effective date.

This must be the Effective date.

Select CR-Accept to continue.Select CR-Accept to continue.

Project Issues From Stock - Header

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You can now issue stock to the project.

You can now issue stock to the project.

There are a number of options you can take before you issue the stock…..

There are a number of options you can take before you issue the stock…..

Note: If you select ESC, you can also select F5-Delete to delete lines that

have zero postings.

Note: If you select ESC, you can also select F5-Delete to delete lines that

have zero postings.

Project Issues From Stock - Detail Lines

There are 3 columns which hold quantity required for the whole

project, quantity required (if any) for this issue and available stock.

There are 3 columns which hold quantity required for the whole

project, quantity required (if any) for this issue and available stock.

Required Now will initially display Quantity Required minus any Posted

issues for this transaction. You can enter 0 if you do not wish to issue any stock at this time, leaving Required Now blank will default to Quantity

Required minus any Posted issues.

Required Now will initially display Quantity Required minus any Posted

issues for this transaction. You can enter 0 if you do not wish to issue any stock at this time, leaving Required Now blank will default to Quantity

Required minus any Posted issues.



This screen is displayed if you select F14-Toggle to view all 4

quantity columns.

This screen is displayed if you select F14-Toggle to view all 4

quantity columns.

There are 4 columns which display the

•quantity required for the whole project

• quantity required (if any) for this issue

• available stock

• any quantity previously issued (posted).

There are 4 columns which display the

•quantity required for the whole project

• quantity required (if any) for this issue

• available stock

• any quantity previously issued (posted).

Project Issues From Stock - Quantities Toggle

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Type in the quantity to post and CR-Accept.

Type in the quantity to post and CR-Accept.

F12-Posted allows you to exclude lines from display that have already been fully

posted. Select F12 again to re-display the posted lines.

F12-Posted allows you to exclude lines from display that have already been fully

posted. Select F12 again to re-display the posted lines.

F13-Hold allows you to prevent the current line from being posted at all.

F13-Hold allows you to prevent the current line from being posted at all.

Select CR-Accept to highlight the Quantity fields.

Select CR-Accept to highlight the Quantity fields.

Project Issues From Stock - Functions



You can also enter negative stock for returns.

You can also enter negative stock for returns.

Negative issues will appear on the report produced at the end of this

program.

Negative issues will appear on the report produced at the end of this

program.

Values posted to Project Accounting and G/L WIP are

credits.

Values posted to Project Accounting and G/L WIP are

credits.

Project Issues From Stock - Negative Stock

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Once you have accepted the quantity required, the unit and bin

fields are displayed.

Once you have accepted the quantity required, the unit and bin

fields are displayed.

Note: The Unit can only be amended/updated if no stock has been

posted for this line.

Note: The Unit can only be amended/updated if no stock has been

posted for this line.

Type in or F2-Browse the Bin Number from which the stock is to be issued,

otherwise CR-Accept.

Type in or F2-Browse the Bin Number from which the stock is to be issued,

otherwise CR-Accept.

Project Issues From Stock - Units/Bins

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Select ESC, then ESC again. The following screen is then displayed.

Select ESC, then ESC again. The following screen is then displayed.

To post the issue, type CONFIRM.

To post the issue, type CONFIRM.

Then select CR-Post.Then select CR-Post.

Note: If there is insufficient free stock, the posting routine will issue what stock is available. The Insufficient Stock Report

details the items that have posted.

Note: If there is insufficient free stock, the posting routine will issue what stock is available. The Insufficient Stock Report

details the items that have posted.

If the line was fully posted, the status will be changed to ISSUED, otherwise it

remains as SUSPENDED.

If the line was fully posted, the status will be changed to ISSUED, otherwise it

remains as SUSPENDED.

Project Issues From Stock - Confirm



Various messages regarding the posting are displayed. The following completion

message is then displayed:

Various messages regarding the posting are displayed. The following completion

message is then displayed:

Select CR-OK to finish.Select CR-OK to finish.

Project Issues From Stock - Post Transaction



If the transaction was fully issued, you have the option to mark it as ready for deletion.

When the Inventory Control Period End is run the transaction will then be deleted.

If the transaction was fully issued, you have the option to mark it as ready for deletion.

When the Inventory Control Period End is run the transaction will then be deleted.

Type DELETE to mark the transaction as ready for deletion, then select CR-Mark. The

status will changed to POSTED.

Type DELETE to mark the transaction as ready for deletion, then select CR-Mark. The

status will changed to POSTED.

Select ESC to leave the transaction at ISSUED status. It will not be deleted at

Period-End.

Select ESC to leave the transaction at ISSUED status. It will not be deleted at

Period-End.

Note: If you amend the transaction after Period-End, the transaction date will need to

be changed to reflect the new period.

Note: If you amend the transaction after Period-End, the transaction date will need to

be changed to reflect the new period.

Project Issues From Stock - Mark as Delete



The following report is then spooled detailing the postings.

The following report is then spooled detailing the postings.

You will then return to the main transaction reference screen.

You will then return to the main transaction reference screen.

Project Issues From Stock - Report



Browses on Project Codes

Browses on Project Codes



Browses on the following options can now be made on Project Codes:

Purchase Order Entry & Enquiry

Requisition Entry & Enquiry

Works Order Entry & Enquiry

Browses on Project Codes - Options







The option Purchase Order Enquiry has been amended in the following ways:

If PR_INSTAL is set to YES, you can select orders by Project Code.

You can view a summary list of orders for each project.

Purchase Order Enquiry - Features



When Project Code is selected from the first screen, type in or F2-Browse the

required project code.

When Project Code is selected from the first screen, type in or F2-Browse the

required project code.

F7-Summary displays a list of the purchase orders that have been posted

to the project.

F7-Summary displays a list of the purchase orders that have been posted

to the project.

CR-Accept displays details of the first order for the selected project.

CR-Accept displays details of the first order for the selected project.

Purchase Order Enquiry - Enter Project Code



This screen is displayed after selecting F7-Summary on the first screen.

This screen is displayed after selecting F7-Summary on the first screen.

F8-Swap allows you to display additional information about the orders. This can be

selected a number of times.

F8-Swap allows you to display additional information about the orders. This can be

selected a number of times.

CR-Confirm displays a summary or purchase orders for the next project.

CR-Confirm displays a summary or purchase orders for the next project.

Purchase Order Enquiry - Summary



This screen is displayed after selecting CR-Accept on the first screen.

This screen is displayed after selecting CR-Accept on the first screen.

The project code is shown here.The project code is shown here.

CR-Next displays the next order. If there are no more orders for this project a message is displayed

and you can choose to move on to the orders of the next project.

CR-Next displays the next order. If there are no more orders for this project a message is displayed

and you can choose to move on to the orders of the next project.

Select ESC to finish.Select ESC to finish.

Purchase Order Enquiry - Detail

1 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 DA0930 - Project Enquiry Enhancements/Project Issues from Stock Improvements.

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