module:project:partslist:list
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module:project:partslist:list [2014/07/24 16:33] target |
module:project:partslist:list [2014/09/04 15:42] (current) target |
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| 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. | 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/ | **General Procedure/ | ||
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| b.2. copy the columns (item code, total qty, description) and paste to the importing template or sheet | b.2. copy the columns (item code, total qty, description) and paste to the importing template or sheet | ||
| - | b.3. high-light the pasted details | + | b.3. high-light |
| b.4. run the macro (macro name:?) (the macro will create a CSV data in noted pad) | b.4. run the macro (macro name:?) (the macro will create a CSV data in noted pad) | ||
| Line 58: | Line 62: | ||
| **C. Updating a Parts List Record** | **C. Updating a Parts List Record** | ||
| - | c.1. select a parts list you want to update; update can be revision of details or changing status | + | 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 " | ||
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| + | **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 " | ||
| + | |||
| + | d.2.b. if the parts list don't have corresponding Pro-forma invoice select " | ||
| + | |||
| + | d.2.c. if the parts list will be used for forecasting purposes select " | ||
| + | |||
| + | d.3. click " | ||
| + | |||
| + | **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 | ||
| - | c.2. | + | Parts list will not be allowed for revision when either condition is true: |
| - | Notes: | + | a. with " |
| + | b. with new, | ||
| + | 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 instructions on how create a new Parts list record | + | For information about parts list profile |
module/project/partslist/list.1406190793.txt.gz · Last modified: 2014/07/24 16:33 by target
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