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Adding, Editing & Deleting the Process Master

Owned by Aparajita Basu Roy
Last updated: Jan 12, 2024

At the time of manufacturing, every item has to go through various stages to become a complete product. Each stage involved in the manufacturing of an item is termed a Process in Ginesys. For example, manufacturing a shirt involves Cutting, Stitching, Ironing, Packing, etc. In other words, these are the Processes of production. 

This article describes how to manage the Process Master in Ginesys HO.

  Add a Process

Prerequisites

  1. The users' role must have access to the Process feature by enabling the Add app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.

Step-by-step guide

The process is divided in the following steps:

  1. Go to Production > Setup > Manage > Process.

  2. Process window opens.

  3. Click on Add button.

  4. Add Process window opens.



  5. You will get three sections - General & Rate Information.
  6. General:


    1. Put in the Process (mandatory field)as process name , Process Group, and Alias.

    2. You can select Invoice Applicable to apply invoice to the Process Master.

      • Process: This field is for providing the name of the process you are creating. For example, for a shirt manufacturing, item has to go through the stages like Cutting, Stitching, Ironing, Packing etc. So Cutting, Stitching, Ironing or Packing can be the process name.
      • Alias: Alias is basically the alternate name of process name which is used only for printing purposes in the document.
      • Process Group: Process Group is just a grouping of processes.
  7. Rate Information:



    1. Now you need to fill up the Rate Information.
    2. Select Jobber from the drop down list.

    3. According to the selected Jobber, Alias and Class (Supplier/Jobber etc.) will be populated automatically from the Jobber master.

      Note: Rate for any process can only be defined jobber wise.

    4. Put in the Rate , Order Limit  and select the Limit Basis  from the drop down.

  8. Now click on the Save button to save the process. You will get a message “Record Saved Successfully”.

  Edit a Process

Prerequisites

  1. The users' role must have access to the Process feature by enabling Modify app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.

  2. Process Master must be created. 

Step-by-step guide

The process is divided in the following steps:

  1. Go to Production > Setup > Manage > Process.

  2. Process window opens.

  3. Select the Process which you want to edit.

  4. Click on Action > Edit.

  5. Edit Process window opens.



  6. Change the required field which you want to edit.

  7. Click on the Save button to save the changes. You will get a message “Record Saved Successfully”.
  Update a Job Receipt

A job receipt is used for signaling the second stage of a manufacturing process in a manufacturing organization. A Job receipt is raised for every instance of a process involved in the production of the item being completed and it is supplied to each jobber receiving of the product by the ordering organization. If there are more than one jobber involved in one Process, then Job Receipt will be raised separately for each jobber.

  1. Go to Production > Setup > Manage > Process.
  2. Click on Action > Update Job Receipt.
  3. Update Job Receipt Window opens.
  4. Previously created Processes will be listed.
  5. Select the Process you want to edit.
  6. You will get three sections - General, Header Information and Detail Information.
  7. General:

    1. The process will be populated automatically in the Process field.
    2. Select the Jobber from the drop down list.
    3. Select the Order Date Range and Receipt Date Range.
    4. Order Number and Receipt Number will be generated automatically by the system.
    5. Click on the Search button.
  8. Header Information:

    1. Based on the Search criteria Receipts No. will be populated with other details.
    2. Select Yes or No from Invoice Application drop down list and click on Populate button.
  9. Detail Information:

    1. Select the value of Select Rate from – either Custom Service Rate or As per Hierarchy for this Process.
    2. Select Update Rate for – either All Items or Items with Zero Rate.
    3. Put in Custom Service Rate.
    4. Click on Populate button.
    5. Receipt No, Job No, Barcode, Item Description, Quantity, Rate, Amount will be populated automatically.  

  10. Click on OK to save the record.
  11. You will get a message “Record Saved Successfully”.
 Delete Process

Prerequisites

  1. The users' role must have access to the Process feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.

  2. Process Master must be created. 

Step-by-step guide

The process is divided in the following steps:

  1. Go to Production > Setup > Manage > Process.
  2. Process module will open. 
  3. Previously created Processes will be listed.
  4. Select the Process you want to edit.
  5. You can use Filter to search particular Process(s).
  6. Go to Acton > Delete. 
  7. You will get a message - "Are you sure you want to delete current Record?"
  8. If you click on Yes, you will get a confirmation message "Record deleted successfully".


 Export to Excel
  1. Click on Action > Export to excel.

  2. An excel file, containing the details of the Processes, will be download and you will get a message “Excel Exported Successfully”.