The system has different processes depending on the type of stock that has been set up.
The different stock types are:-
• Single Part with single Bin Information
• Single Part with multiple Bin Information
• Serialised Part
• Batch Control Part
Stock Items where a single default Bin Locations is applicable
N.B If there is only 1 bin location for the stock part selected, the system will automatically create a Job Issue record for you and you can move on to the next stock part/asset.
- Open the client job
- Select and Insert your Mobilisation Requisition items for your stock part
- Press the next button if you have multiple Stock parts to add.
- Close Mobilisation Requisition and return to the Job Details (Hdr)
Stock Items where multiple Bin Locations are applicable
N.B If there are multiple Bin Locations the system will not automatically create a Job Issue for you. You have to insert the new Job Issue and select the Bin Information that stock is being allocated from.
- Open the client job
- Select and Insert your Mobilisation Requisition items for your stock part
- If you have entered a Stock Part No, which has multiple bins, you will see the tab Location Requests. Click on the Location Requests tab and open the record for the store that you are taking stock from. Ensure your Qty required from location is correct.
- Whilst still in the selected Location Requests record you will see the Job Issues tab, click on the Job Issues tab and hit insert.
- Whilst still in the selected Location Requests record you will see the Job Issues tab, click on the Job Issues tab and hit insert.
- Click on the Bin Information and Enter the Qty Allocated against the relevant Bin name.
- Save and Close to return to the Location Requests.
- Save and Close to return to the Mobilisation Request click on the Mobilisation Request (Hdr) if you require to add additional stock or Assets.
Stock Items - Serialised
N.B If you are issuing a Serialised stock part, you must select the individual serial number that you are allocating.
- If you entered a Stock Part No that is serialised, you will see the tab Location Requests. Click on the Location Requests tab and open the record for the store that you are taking stock from. Ensure your Qty required from location is correct.
- Whilst still in the selected Location Requests record you will see the Job Issues tab, click on the Job Issues tab and hit insert.
- Click on the Stock Issue tab and hit the insert key to add a new stock issue
- If you know the serial number, add this into the Serial Number field at the top. If you don’t know the serial number click the binoculars to the right of the System Receipt Number field. Click on the Search from the toolbar to display the serial numbers/system receipts available.
- Select the record required and click on Close to update the Serial number in your Stock Issue record.
- Close Mobilisation Requisition and return to the Job Details (Hdr)
Stock Items - Batch Control
N.B If you are issuing a Batch Control stock part, you must select the individual system receipt no that you are taking the stock part from.
- Open the client job
- Select and Insert your Mobilisation Requisition items for your stock part
- If you entered a Stock Part No that is Batch Control, you will see the tab Location Requests. Click on the Location Requests tab and open the record for the store that you are taking stock from. Ensure your Qty required from location is correct.
- Whilst still in the selected Location Requests record you will see the Job Issues tab, Click on the Job Issues tab and hit insert.
- Click on the Stock Issue tab and hit the insert key to add a new stock issue record.
- Click on the Binoculars to the right of the System Receipt Number field. Click on the Search from the toolbar to display the system receipts available.
- Select the record required and click on Close to update the System Receipt Number in your Stock Issue record.
- Close Mobilisation Requisition and return to the Job Details (Hdr)
Note: If any of the items are chargeable ensure you tick the chargeable box and enter your revenue rate within the Job Issue record.