TDCI System

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====== 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]].
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