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module:project:partslist:list

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module:project:partslist:list [2014/01/23 17:26]
tdci created 		module:project:partslist:list [2014/09/04 15:42] (current)
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 ====== Parts List List ====== ====== Parts List List ======
 +This section is the Parts List List. It contains the list of Parts list records.
  
 +**Overview:**
 +
 +Parts list list allows registration of Parts list (PL) for use within system modules. Registration follows standard PL description naming convention according to user's agreement - preferably the file name of PL in excel cost sheet for easy tracking. Each successful registration adds to the number of PLs in the list and each provided a system generated code to distinguish one PL from another.
 +
 +**Definition of Terms:**
 +
 +Parts list List - database of company part list
 +
 +Parts list (PL) - a list of material breakdown summary of a project in the system as reference for preparation job order 
 +
 +Parts List Record - consists pertinent information about the registered PL; found under Project Part list
 +
 +Parts list Number - unique code produced by system for monitoring PL of projects
 +
 +**User Involve:**
 +
 +Project Managers (PM) are in charge of maintaining a parts list record in the web system for use in preparation job order or inventory order.
 +
 +**Forms:**
 +
 +Cost Sheet - an excel template use for breaking down project materials or parts to come up with a project part list and project cost; parts list generated from cost sheet is copied in system parts list as requirement in preparation job order and forecasting report
 +
 +**General Procedure/Instruction:**
 +
 +**A. Creating a Parts List Record**
 +
 +a.1. select a project you want to have a parts list
 +
 +a.2. under parts list tab click "new pl" to add parts list record
 +
 +a.3. fill-up parts list header
 +
 +a.4. fill-up parts list details base on summarized excel parts list or cost sheet (see B. Using Parts list Import Detail function)
 +
 +a.5. review correctness and click "save" to have a draft parts list 
 +
 +**B. Using Parts list Import Detail function**
 +
 +b.1. Summarized the parts list you want to import (using compatible excel cost sheet)
 +
 +b.2. copy the columns (item code, total qty, description) and paste to the importing template or sheet
 +
 +b.3. high-light the column headers down the last item of the pasted details 
 +
 +b.4. run the macro (macro name:?) (the macro will create a CSV data in noted pad)
 +
 +b.5. save the file in assigned folder
 +
 +b.6. access the parts list record you want to have details imported (see A. Creating a Parts List Record)
 +
 +b.7. click "import details" (an input box will show "upload CSV data")
 +
 +b.8. copy and paste the text generated from step b.4 and b.5. in the input box
 +
 +b.9 click "upload" (system will fill the parts list details)
 +
 +b.10. review correctness and click "save" to have a draft parts list  
 +
 +**C. Updating a Parts List Record**
 +
 +c.1. select a parts list you want to update; update can be: a. revision of details or b. changing status
 +
 +c.2. revise or update to reflect current information (also see D. Finalizing a Parts List Record)
 +
 +c.3. click "save"LOL
 +
 +**D. Finalizing a Parts List Record**
 +
 +d.1. select a parts list you want to finalize (types of final parts list: Final, Sample & Reserved)
 +
 +d.2.a. if the parts list have corresponding Pro-forma invoice select "Sale" type 
 +
 +d.2.b. if the parts list don't have corresponding Pro-forma invoice select "Sample" type
 +
 +d.2.c. if the parts list will be used for forecasting purposes select "Reserved" type 
 +
 +d.3. click "Post" to use it in preparation job order (for case d.2.a&b) or in generating a forecast (case d.2.c)
 +   
 +**Notes:**
 +
 +Parts list Status are as follows:
 +
 +Draft - the list of items if being finalized
 +
 +On Offer - parts list is being offered to or reviewed by client
 +
 +Final- parts list is confirmed by client
 +
 +Cancelled - parts list cancelled by sender due to reasonable reasons
 +
 +Parts list will not be allowed for revision when either condition is true:
 +a. with "Invoiced" proforma invoice
 +b. with new,on-going or complete reference Preparation JO  
 +Reasons:
 +1. in (a) it is assumed that invoice value equals the parts list item value (including services provided) by the time the PI is invoiced
 +2. in (b) it may cause quantity confusion between parts list quantity and request quantity
 +
 +For information about parts list profile please see [[module:project:partslist:profile|Parts list Profile Form]].
module/project/partslist/list.1390469214.txt.gz ยท Last modified: 2014/01/23 17:26 by tdci

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