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erp-manual:cloud:warehouse:issue-material

Create New Issue Material

Overview

  • The requested material will be issued to the Job Order.

Start

  • Click on Request from Production Menu and open the Request from Production for which Issue Material is to created. Click on Document Actions and then click on Issue.

Components of Issue Material

  • Header
  • Line Items
  • Additional Info
  • Summary
  • Save Document
  • Attachment
  • Comments

erp-manual:cloud:warehouse:issueheaderview.png

Header details are added automatically. to edit header use the following steps:

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:

  • Currency: Provide the currency of the document, by default system will show local currency
  • Order Incharge: This is the person who is incharge of the request.
  • Comments: Any comments that will help make the document.

erp-manual:cloud:warehouse:issueheaderedit.png

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

Line Items

erp-manual:cloud:warehouse:issuelineitemview.png

Line items are added automatically. To edit line items, you can click on Edit button for that item, system will open a popup, and users can provide the following details:

  • Quantity, Description, Reference No.
  • After editing is done, click Confirm to close the popup.

erp-manual:cloud:warehouse:issuelineitemedit.png

Summary

This section will show the following key information

  • Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
  • Status of the document

erp-manual:cloud:warehouse:issuesummary.png

Save the Document

After all changes are done, it is necessary to Save the Document, by clicking the button “Save Document”, If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

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

erp-manual:cloud:attachment.png

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.

erp-manual:cloud:comments.png

Note: User can edit only their own comment, eg: User A cannot change comment of User B

erp-manual/cloud/warehouse/issue-material.txt · Last modified: 2024/04/27 05:09 by Varun Nagrecha