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erp-manual:cloud:production:ordersheet

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erp-manual:cloud:production:ordersheet [2022/11/18 06:52]
Varun Nagrecha
erp-manual:cloud:production:ordersheet [2024/04/27 06:19] (current)
Varun Nagrecha
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  ======= Order Sheet ======  ======= Order Sheet ======
  
-====Overview==== 
  
 +===== Overview =====
  
 +Order Sheet is created by the Sates Department or the Management to add orders for the quarter or the year. The order is then linked to job order(s), when the manufacturing of that item starts. Each order sheet can have multiple job orders linked to them.
 +
 +
 + ===== Start =====
 +   **Click on Order Sheet Menu and then click on Create New button
 +
 +
 +
 +===== Components of Order Sheet =====
 +  * Header
 +  * Link Job Orders
 +  * Image
 +  * Attachment
 +  * Comment
 +
 +
 + ===== Header =====
  
-In Order Sheet Search Screen, click Create New button or press keyboard shortcut to create new order sheet. 
 On clicking the button Create New, a blank order sheet is opened. As shown below On clicking the button Create New, a blank order sheet is opened. As shown below
  
  
- {{ erp-manual:cloud:production:ordersheetheaderview.png?500 }}+ {{popup>erp-manual:cloud:production:ordersheetheaderview.png?400}}
  
  Click the Edit button on Order Sheet section. The Order Sheet Edit screen is opened. The screen is as shown below  Click the Edit button on Order Sheet section. The Order Sheet Edit screen is opened. The screen is as shown below
  
  
- {{ erp-manual:cloud:production:ordersheetheaderedit.png?500 }}+ {{popup>erp-manual:cloud:production:ordersheetheaderedit.png?400}}
  
   * Target item: To select Item, click on the Design button and the Design Search popup is opened. Select item from the list press Confirm button.    * Target item: To select Item, click on the Design button and the Design Search popup is opened. Select item from the list press Confirm button. 
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 </html> </html>
      
 +===== Link Job Orders =====
  
-Order Sheet is created by the Sates Department or the Management to add orders for the quarter or the year. The order is then linked to job order(s), when the manufacturing of that item starts. Each order sheet can have multiple job orders linked to them. Job order can be linked to order sheet in two methods - + Job order can be linked to order sheet in two methods - 
  
   * First, if you want to link an existing Job Order, paste the Job Order Id of the Job order you want to link in Job Order Id field and click on the Link Job Order button.   * First, if you want to link an existing Job Order, paste the Job Order Id of the Job order you want to link in Job Order Id field and click on the Link Job Order button.
   * Second, if you want to create a new Job Order, click on the Create Job Order button and the Job Order screen is displayed. You will see about creating Job Orders in the Job Orders section. Once the job order is created, it gets linked to the order sheet.   * Second, if you want to create a new Job Order, click on the Create Job Order button and the Job Order screen is displayed. You will see about creating Job Orders in the Job Orders section. Once the job order is created, it gets linked to the order sheet.
  
- {{ erp-manual:cloud:production:ordersheetlinkjo.png?500 }}+ {{popup>erp-manual:cloud:production:ordersheetlinkjo.png?400}} 
 + 
 + 
 +===== Image ===== 
 + 
 +Note: Image can be added only after document is saved. 
 + 
 +**Step 1:**  
 +After the document is saved, click on Add button in the Image section. This will open a popup for file selection. 
 + 
 +Users can select the file to attach or drag and drop the file on the popup 
 + 
 +**Step 2:** Click confirm to close the popup 
 + 
 +Note: At a time only one image can be uploaded. 
 + 
 + 
 +===== Attachments ===== 
 + 
 +Note: Attachments can be added only after document is saved. 
 + 
 +**Step 1:**  
 +After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection. 
 + 
 +Users can select the file to attach or drag and drop the file on the popup 
 + 
 +{{popup>erp-manual:cloud:attachment.png?300}} 
 + 
 +**Step 2:** Click confirm to close the popup 
 + 
 +Note: At a time only one attachment can be uploaded. 
 + 
 + 
 + 
 +===== Comments ===== 
 + 
 +Note: Comments can be added at any time, even if the document status is pending or closed. 
 + 
 +To add comment click on Add button and provide the comment in the popup. 
 + 
 +{{popup>erp-manual:cloud:comments.png?300}} 
 + 
 +Note: User can edit only their own comment, eg: User A cannot change comment of User B
  
erp-manual/cloud/production/ordersheet.1668754350.txt.gz · Last modified: 2022/11/18 06:52 by Varun Nagrecha