Prerequisites- The users' role must have access to the WIP Material Transaction feature by enabling Add app operation for the feature in Admin - Security - User - Role through Production - Operations - Process.
- Process must be created
- Job Order must be created.
- Stock Point group must be created.
Step-by-step guideThe process is divided in the following steps: - Go to Ginesys Web > Production > Operations > Process > WIP Material Transaction.
- WIP Material Transaction module window will open.
- Previously create transactions will be listed here.
- Click on the Add button.
- Add: WIP Material Transaction window will open.
- You will get a group of icons at the top right corner of the window.
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- The icons name from left to right are - Expand All, Collapse All, Delete, Cancel, Print Document Report, Clear Form and Open Side Panel.
- Expand All: Clicking on this icon, all the sections (General, Service Details, User Defined Fields and Others) will be Expand if they are collapsed.
- Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
- Delete: Clicking on this icon, you can Delete the entry.
- Cancel: Clicking on this icon, you can Cancel the from.
- Print Document Report: Clicking on the Down Arrow beside this icon, you will get Print Preference option with already created Report File Templates. This option is used to print document reports.
- Clear Form: Clicking on this icon, you can Clear all the data already entered.
- Open Side Panel: Clicking on this, you will get the details of the current WIP Material Transaction as follows:
- Document Summary: In this section you will get the summary of Service Count, Ordered Quantity & Amount, Invoiced Quantity & Amount, Created & Modified by etc.
- Jobber Details: You will get the Selected Vendor Details like Address, Contact Details, Tax Region, GST Details etc.
- Jobber Statistic: This section describes the Ledger balance amount, Outstanding Amount, Last Order Date etc.
- You will get five sections - Document Information, Logistic/ Gate Entry, Item Information, User Defined Fields and Others.
- Fill the General Information area:
- Owner Site (Mandatory Field): It will be populated automatically as per the connected site. You can change the site from the lookup window.
- Select Transaction No. (Mandatory Field) from the lookup window.
- In the Date (Mandatory Field) field the system date will be populated automatically.
Select the Type (Mandatory Field) from drop down menu. - Select the Jobber Name (Mandatory Field) and Process Name (Mandatory Field) from the lookup window by clicking on the Search icon ().
- Select Default Stock Point.
- Select Supply Type from the available option. You can also select more than one option.
- Logistic/ Gate Entry:
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- Logistic details will be populated as per General Information.
Fill the Item Information area:
Page Properties |
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hidden | true |
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id | WIP material transaction: Item Information block |
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New columns have been added in the grid - Batch/Serial No. | Mfg. Date | Valid Upto Column will remain hidden by default, All column types are “View only”, i.e. modification is not allowed. Position: Column to be added after ‘Sub-Assembly item’. Behaviour: Values have been displayed as populated from the various Item selection modes. Modification is not allowed, once the row is populated in main item grid Use case: if user want to change the batch number, he need to delete the row and re-add
Data displayed to be made hyperlink On clicking on the record(having value), popup window will be displayed Batch Detail window on item scan will be opened in display mode. Window to display details of Batch/Serial information for the respective batch
Grouping Logic:
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- You will get two mode for item selection - Order Mode and FIFO Mode.
- Order Mode:
- Click on the Order Mode.
- Order Mode window will open.
- You will get two options - Select an Order and populate all pending items and Select an Item and populate all pending orders.
- Select an Order and populate all pending items:
- You need to put in the Search Criteria.
- Click on the Show Items button.
- Items will be listed in the Item Information section as per selected Plan.
- Select an Item and populate all pending orders:
- You need to put the item barcode.
- The item will be populated
- FIFO Mode:
- Click on the FIFO Mode.
- FIFO Mode window will open.
- Put in the Search Criteria.
Items will be populated.
Page Properties |
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id | WIP material transaction - Modes of Item population: Order Mode / FIFO mode/ Manual Mode |
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Note: Batch/Serial number already selected for an item should not be displayed again. (Same batch/Serial number for a given item cannot be selected in multiple rows)
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Page Properties |
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id | WIP material transaction - Common Pointers applicable for ISSUE and RETURN/WASTAGE (Both Order and FIFO mode) |
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Note: Batch/Serial check and selection is not applicable for Assembly Item = Component Item |
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- Others:
- You can put in the Remark in Others section.
- Click on Save Icon in the menu bar to save the WIP transaction.
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