Job Order Issues

This screen is presented when the ‘Issues’ button on the Job Order Line’s ‘Batch Entry’ bar is selected.   Within this screen you can individually add lines that have been picked or click on the ‘Prefill Issues’ button the display un-issued Job Lines

 

Prefill Issues (Button): Click this button and a panel will appear for you to enter a date that covers the transaction date for picked lines.  It is prefilled with the system date but can be amend from the drop-down calendar.  This panel also gives you the option to select All Lines within the Job or lines linked to a specific Task.   Clicking the ‘Create’ button will display the Job order lines that have an outstanding issue quantity.   You should note however that the displayed list shows:

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Items whose Supply Method is ‘Supply From Stock’ along with the quantity yet to be supplied

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Items whose Supply Method is ‘Source on Demand’.  In this instance the Quantity will be prefilled with zero as they will be satisfied directly from the linked Purchase or Assembly Orders.  You can amend this quantity, if required, and it will be issued from stock.  However the linked Supply order will still remain.

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Descriptors that are Sourced By ‘Internal’ because those Sourced By ‘Purchasing’ will be directly supplied from a Purchase Order.

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Descriptors that are Sourced By ‘Purchase’. In this instance the Quantity will be prefilled with zero as it will be satisfied directly from the linked Purchase Order.  You can amend this quantity, if required, and it will be issued directly to the Order.  However the linked Supply order will still remain.

 

Override Default Location: If this is ‘checked’ then the following two fields will become ‘Active’ and an entry is required in each field.   These will become the ‘Issue’ Warehouse/Location for all Items in this Job Order Issue screen and will override the default Warehouse/Location held against individual Item Codes

 

Warehouse: From the drop-down list select the Warehouse from which the Transaction is being made.

 

Location: From the drop-down list of Locations within the above Warehouse select the location from where the Transaction is being made.

 

 

All the displayed lines can be amended as required.  Note that any line that has sub-level variations (Serial Number, Batch Number, Colour, etc) are NOT prefilled and must be selected at line level.  The following fields are displayed:

 

Date: In the first instance this is prefilled with the above ‘Pick Date’ Date.  You can change this date by entering the date or clicking on the drop-down menu and selecting the date.

 

Line No: This shows the current Line Number in the Job Order.

 

Line Type: This shows the Line Type covering this line.  You may amend this by selecting another Line Type from the drop-down list.  The options are Descriptor Code, Kitset Code, Catalogue Code or Item Code.

 

Code: From the drop-down list select the Descriptor, Kitset, Catalogue, or Item Code that applies to this line

 

Unit: Prefilled with the base Unit for the Code.  If the line refers to an Item that has more than a single Unit of Measure then an alternate Unit can be selected from the drop-down list.

 

Qty: The Quantity to be issued.  This can be amended at any time.  If the Item has sub-level variations (such as Colour, Size, Batch, etc) then you should click on the Icon to the right of this field and selected the specific variant(s) from the displayed panel.  This feature also applies if you are issuing an Item from a location other than the displayed default location.

 

Charge Style: Select the charge style from the drop-down list. The options are:

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Chargeable

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Warranty

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Contract

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Non-Charge

 

Non-Charge Code: If charge Style is ‘non-charge’ then select non-charge code from drop-down list 

 

Warehouse: For an Item Code this is prefilled with the default ‘Issue’ Warehouse.  You may amend this by selecting another Warehouse from the drop-down list

 

Location: For an Item Code this is prefilled with the default ‘Issue’ Location.  You may amend this by selecting another Location from the drop-down list

 

Variants: If the Line Item Number has variants (Serial Number, Expiry Date, Batch No, Rev No, Size, Colour, Grade) then they should be entered into the respective fields. 

 

Recorded Notes: Extended Notes for your own information can be attached to this Line.

 

Supplier: This displays the Supplier of the line if an Order has been placed against  the Supplier for this specific Line.  Note:- If multiple Supply Orders from different Suppliers have been raised then this field will display 'Multiple'

 

Supplier Order: This displays the Order Number raised against the Supplier for this specific Line.  Note:- If multiple Orders have been raised then this field will display 'Multiple'

 

Buttons

 

Close: This will close the Job Order Issues screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for creation of a new Issue record.

 

Save: This will save the current line’s data without exiting the screen

 

Cancel: Any changes made to the current line record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the selected Line

 

Update Job with Issues Above: If you click this button then the quantities entered against each line will be issued to theJob Order and - in the case of Items - issued from stock.