1 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 DA Project Enquiry Enhancements/Project Issues from Stock Improvements

2 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 The following changes have been made as a result of this project. Click on an icon to go to the relevant link: Project Issues from Stock. Browse on Project Codes Purchase Order Enquiry Project Enquiry Enhancements/Project Issues From Stock Improvements

3 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Project Issues from Stock Project Issues From Stock

4 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 The option Project Issues from Stock has been amended in the following ways: To allow negative stock to be issued for the purpose of returns To allow all stock requirements for projects to be entered at the same time. Project Issues From Stock

5 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 When you first select the Project Issues from Stock option, a new entry screen has been added. This allows you to create a new transaction or select an existing transaction for issuing stock to projects. If you select Transaction Reference, the main transaction entry screen is displayed. Project Issues From Stock - Entry Screen

6 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This is the main Transaction entry screen. Once you have entered the transaction number, the header screens appear in the usual way. Either select F6-Next for a new transaction or F2-Browse to select an existing transaction. Project Issues From Stock - Transaction Reference

7 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 You can also issue further stock to a specific project on existing transactions by selecting the project code itself. If you select Project Code, the project entry screen is displayed. Note: New transactions can only be created using the Transaction Reference entry method. Note: New transactions can only be created using the Transaction Reference entry method. Project Issues From Stock - Project Selection

8 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This screen is displayed if you selected Project Code from the entry screen. Type in a valid project code or use F2-Browse to select a code. Project Issues From Stock - Project Entry Screen

9 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 The project transactions are displayed in a browse. Select F12-Toggle to view transactions of all statuses. Select Enter-OK to issue further stock to projects. Valid statuses are: SUSPENDED, POSTED, or ISSUED. Valid statuses are: SUSPENDED, POSTED, or ISSUED. Project Issues From Stock - Browse Transactions

10 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This screen is displayed if you selected Enter-OK on the previous screen to issue further stock. This must be the Effective date. Select CR-Accept to continue. Project Issues From Stock - Header

11 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 You can now issue stock to the project. There are a number of options you can take before you issue the stock….. Note: If you select ESC, you can also select F5-Delete to delete lines that have zero postings. Project Issues From Stock - Detail Lines There are 3 columns which hold quantity required for the whole project, quantity required (if any) for this issue and available stock. Required Now will initially display Quantity Required minus any Posted issues for this transaction. You can enter 0 if you do not wish to issue any stock at this time, leaving Required Now blank will default to Quantity Required minus any Posted issues.

12 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This screen is displayed if you select F14-Toggle to view all 4 quantity columns. There are 4 columns which display the quantity required for the whole project quantity required (if any) for this issue available stock any quantity previously issued (posted). There are 4 columns which display the quantity required for the whole project quantity required (if any) for this issue available stock any quantity previously issued (posted). Project Issues From Stock - Quantities Toggle

13 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Type in the quantity to post and CR-Accept. F12-Posted allows you to exclude lines from display that have already been fully posted. Select F12 again to re-display the posted lines. F13-Hold allows you to prevent the current line from being posted at all. Select CR-Accept to highlight the Quantity fields. Project Issues From Stock - Functions

14 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 You can also enter negative stock for returns. Negative issues will appear on the report produced at the end of this program. Values posted to Project Accounting and G/L WIP are credits. Project Issues From Stock - Negative Stock

15 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Once you have accepted the quantity required, the unit and bin fields are displayed. Note: The Unit can only be amended/updated if no stock has been posted for this line. Type in or F2-Browse the Bin Number from which the stock is to be issued, otherwise CR-Accept. Project Issues From Stock - Units/Bins

16 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Select ESC, then ESC again. The following screen is then displayed. To post the issue, type CONFIRM. Then select CR-Post. Note: If there is insufficient free stock, the posting routine will issue what stock is available. The Insufficient Stock Report details the items that have posted. If the line was fully posted, the status will be changed to ISSUED, otherwise it remains as SUSPENDED. Project Issues From Stock - Confirm

17 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Various messages regarding the posting are displayed. The following completion message is then displayed: Select CR-OK to finish. Project Issues From Stock - Post Transaction

18 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 If the transaction was fully issued, you have the option to mark it as ready for deletion. When the Inventory Control Period End is run the transaction will then be deleted. Type DELETE to mark the transaction as ready for deletion, then select CR-Mark. The status will changed to POSTED. Select ESC to leave the transaction at ISSUED status. It will not be deleted at Period-End. Note: If you amend the transaction after Period-End, the transaction date will need to be changed to reflect the new period. Project Issues From Stock - Mark as Delete

19 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 The following report is then spooled detailing the postings. You will then return to the main transaction reference screen. Project Issues From Stock - Report

20 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Browses on Project Codes

21 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Browses on the following options can now be made on Project Codes: Purchase Order Entry & Enquiry Requisition Entry & Enquiry Works Order Entry & Enquiry Browses on Project Codes - Options

22 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 Purchase Order Enquiry

23 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 The option Purchase Order Enquiry has been amended in the following ways: If PR_INSTAL is set to YES, you can select orders by Project Code. You can view a summary list of orders for each project. Purchase Order Enquiry - Features

24 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 When Project Code is selected from the first screen, type in or F2-Browse the required project code. F7-SummaryF7-Summary displays a list of the purchase orders that have been posted to the project. F7-SummaryF7-Summary displays a list of the purchase orders that have been posted to the project. CR-AcceptCR-Accept displays details of the first order for the selected project. CR-AcceptCR-Accept displays details of the first order for the selected project. Purchase Order Enquiry - Enter Project Code

25 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This screen is displayed after selecting F7-Summary on the first screen. F8-Swap allows you to display additional information about the orders. This can be selected a number of times. CR-Confirm displays a summary or purchase orders for the next project. Purchase Order Enquiry - Summary

26 of 26 DA930-Project Enquiry Enhancements Last updated: December 2001 This screen is displayed after selecting CR-Accept on the first screen. The project code is shown here. CR-Next displays the next order. If there are no more orders for this project a message is displayed and you can choose to move on to the orders of the next project. Select ESC to finish. Purchase Order Enquiry - Detail