Part 1

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Presentation Description

Batch production part one visit her https://qmssystems.com/knowledge-center/

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Presentation Transcript

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1. Create Master Data -Go to Slide 2. Quotation from Vendor -Go to Slide 3. Purchase Order to Vendor -Go to Slide 4. Purchase Invoice from Vendor after receiving material -Go to Slide 5. GRN for received material -Go to Slide 6. Sample Test Report ATR -Go to Slide 7. Payment to vendor -Go to Slide 8. Stock Updated after GRN -Go to Slide Batch Production Process – Part 1 Purchase Stock creation of Raw/Pack Material

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Master Data Create Item Customer Vendor Equipment Notes Quotation from Vendor Create RFQ of type Vendor Save Submit for Quotation Purchase Order Create PO to Vendor for raw material Purchase Invoice Create PI from Vendor after receiving raw material GRN Create GRN for Received Material ATR Create sample test report for item. Payment Create Payable for Vendor Payment Stock updated Check Item for Updated Stock after GRN Process Flow Chart

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•To Create Item Click on Item master and then click on plus icon for add new Item. 2.Click on plus Icon for Creating New Item. 1.Click on Item master . Creation of Master Data Create Item Master

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1.Click on type of Item. 2.Select the Type of Item . 3.Click on Select icon. • Click on type of item and select item type from open window. • Click on select icon. Creation of Master Data

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1.Select the Status of Item . 2.Fill all the Details such as item nonamedescription. • For create item fill the item details such as item number code and description. Creation of Master Data

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1.Click on Comments/notes tab. 3.Write Comments 4.Click on Select icon. 2.Click on plus Icon . • To add notes Click on notes tab Write a note and save it. Creation of Master Data

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Creation of Master Data • Note is added successfully in item master. 1.Note is added in item master.

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• To add AML click on AML tab and select the manufacturer from open window and click on select icon. 1.Click on AML tab. 3.Select the manufacturer 4.Click on Select icon. 2.Click on plus Icon . aa Creation of Master Data

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Creation of Master Data • AML is added successfully in item master. 1.AML is added in item master.

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1.Click on Item tab. 3.Select the Item. 4.Click on Select icon. 2.Click on plus Icon . 5.Click on Save and Close Icon Button • To add item click on item tab click plus icon select the item and click on select icon then click on save and close icon. Creation of Master Data

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Creation of Master Data • Item is added successfully in item master. 1.Item is added in item master.

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• To Promote the Item master click on item and then click promote icon. 2.Click on promote item. 1.Click on item . Creation of Master Data

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• To approved the Item master select the state from open window. 1.Click on approved . 2.Click on select. Creation of Master Data

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• Approved state of Item . Creation of Master Data 1.Approved state of item.

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Creation of Master Data Create Customer •To create customer click on customer and click plus icon to create new. 1.Click on customer. 2.Click on plus icon to create new.

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Creation of Master Data 1.Click on customer type. 2.Select the classification. 3.Click on select icon. • Click on customer type and select the classification from open window •Click select icon.

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Creation of Master Data •To create customer fill the customer details such as name contact address etc . • click on save and close icon. 2.Click on save and close icon. 1.Fill the details.

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1.Click on vendor. 2.Click on plus Icon for Creating New Create Vender Creation of Master Data • To create vender click on vendor and click plus icon to create new.

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Creation of Master Data 1.Fill all the details correctly. •To Create Vendor fill the details such as name contact address.

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Creation of Master Data 1.Click on Rating tab. 2.Click on plus Icon . 4.Click on Save and Close Icon Button 3.Select the Rating. • Click on rating tab and plus icon then select rating . •click on save and close icon.

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Creation of Master Data Create Equipment •To create Equipment click on equipment and click on plus icon to create new. 1.Click on Equipment. 2.Click on plus icon .

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Creation of Master Data • Click on equipment for and select the classification from open window. •Click on select icon. 1.Click on equipment for. 2.Select the classification. 3.Click on select icon.

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Creation of Master Data • To create equipment fill the equipment details such as name type Description. • Click on save and close icon. 1.Fill the Equipment details. 2.Click on save and close icon.

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Create Notes 1.Click on Notes 2.Click on plus Icon for Creating New Creation of Master Data • To create notes click on notes and then plus icon to add new .

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1.Select the note type. Creation of Master Data • To create notes select notes type.

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1.Fill all the details . 2.Click on Save and Close Icon Button Creation of Master Data • To create notes fill the notes details and click on save and close icon

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RFQ to Vendor Creation Of RFQ to Vendor 2.Click on plus icon . 1.Click on RFQ. • To create RFQ to vendor click on RFQ and then plus icon for create new.

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Creation Of Quotation from Vendor 2.Select the Classification. 1.Click on Type. 3.Click on select icon. •To create RFQ click on type and select classification.

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Creation Of RFQ to Vendor • Enter the details for RFQ such as Vendor to add vendor click on vendor field and select vendor from opened window then select vendor 1.Click Vendor filed “...” sign 2.Select vendor from opened dialog 3.Click on select icon

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Creation Of RFQ to Vendor • Vendor added to rfq done same step to add tooling po and part po then enter cost for tool part and total cost calculated automatically 1.Selected vendor added 2.Select part tooling po part po using same step of add vendor 3.Enter tool cost and part cost and total cost calculated automatically

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Creation Of RFQ to Vendor • To add attachment to rfq Change pick related option to create related then click on plus icon and select file from opened dialog after that click on select icon 1.Change Pick Related to Create Related 2.Click on plus icon 3.Choose file from opened window 4.Click on Open button

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Creation Of RFQ to Vendor • Attachment added successfully now click on save and close icon 1.Click on save and close icon

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Creation Of RFQ to Vendor • For RFQ Report click on Report Menu and then select RFQ Report option 1.Click on Report menu 2.Click on RFQ Report option

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Creation Of RFQ to Vendor • Select from and to date from opened window and click on Run Report button 1.Select From and To date by click on textbox and select date from opened calendar 2.Click on Run Report button

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Creation Of Quotation from Vendor RFQ Report

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Quotation from Vendor Creation Of Quotation from Vendor • To Promote RFQ to submitted state click on promote icon 1.Click on Promote icon

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Creation Of Quotation from Vendor • Select state from opened window and click on select icon. 1.Select state from opened window 2.Click on Select icon

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Creation Of Quotation from Vendor • RFQ submitted and type changed to Quotation.

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1.Click on Purchase Order. 2.Click on plus Icon for Creating New Purchase Order to Vendor Creation Of Purchase Order To Vendor • To create purchase order to vendor click on purchase order and then plus icon.

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3.Click on Select icon. 1.Click on PO type. 2.Select the PO. Creation Of Purchase Order To Vendor • Click on PO type and select the type from opened window then click on select icon

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1.Click on Vendor. 2.Select the vendor. 3.Click on Select icon. Creation Of Purchase Order To Vendor • To add vendor click on vendor field and select the vendor then click on select icon

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1.Click on Authorised By. 2.Select the User. 3.Click on Select icon. Creation Of Purchase Order To Vendor • Vendor added now to add authorised byclick on Authorised By field and select user from opened window then click on select icon

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3.Select the Item. 4.Click on Select icon. 1.Click on Item tab. Creation Of Purchase Order To Vendor • To add item click on Item tab then plus icon and select item from opened window then click on select icon 2.Click on plus icon

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Creation Of Purchase Order To Vendor • After adding item enter qty rate gst rate details and amount igst cgst sgst gross total calculated automatically 1.Enter qty rate and gst rate. 2.Amount IGST CGSt SGST and Gross total calculated automatically

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Creation Of Purchase Order To Vendor •Enter amt of transportation and gst rate gross transportation calculated and gross total updated automatically 1.Enter amt of transportation and gst rate 2.Transportation calculated and gross total updated

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Creation Of Purchase Order To Vendor • To add advance in PO select Advance tab and click on plus icon then enter date and advance amount 1.Enter advance amt date 2.Advance amt and Amount remaining calculated automatically

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Creation Of Purchase Order To Vendor • Click on save and close icon. 1.Click on save and close icon

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Creation Of Purchase Order To Vendor • Click on Report menu then select and click on Po Report option. 1.Click Report menu 2.Select and click on PO Report option

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Creation Of Purchase Order To Vendor • Purchase Order Report

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1.Click on Purchase Invoice. 2.Click on plus Icon. Create Purchase Invoice from Vendor after receiving material Creation Of Purchase Invoice • To Create Purchase Invoice from Vendor click on Purchase Invoice and plus icon.

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2.Select the Type. 3.Click on Select icon. 1.Click on Type. Creation Of Purchase Invoice •Click on type field and then select type from opened window and click on select icon

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2.Select the Vendor. 3.Click on Select icon. 1.Click on Vendor. Creation Of Purchase Invoice •To Select the Vendor click on vendor field and select vendor from opened window then click on select icon .

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1.Click on part tab. 2.Click on plus Icon for Add New Creation Of Purchase Invoice •To add the part click on part tab and click on plus icon.

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2.Select the Part. 3.Click on Select icon. 1.Click on Part. Creation Of Purchase Invoice • To add the part click on Part field and select part from opened window then click on select icon.

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Creation Of Purchase Invoice •Add PO by following same step done for part then rate is automatically filled from selected po 1.After selecting po rate filled automatically from selected po

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Creation Of Purchase Invoice •Enter qty gst rate and amount IGST CGST SGST Gross total calculated automatically 1.Enter qty gst rate and amount igst cgst sgst gross total calculated automatically

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1.Enter amt and gst rate Creation Of Purchase Invoice •Fill the amt of transportation and gst rate then transportation amount calculated and gross total updated automatically 2.Transportation calculated and gross total updated

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1.Click on GRN. 2.Click on plus Icon for Creating New GRN For Received Material Creation Of GRN For Received Material • To create GRN Click on GRN and then plus icon for add new .

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1.Click on Type. 2.Select the Type. 3.Click on Select icon. Creation Of GRN For Received Material • Click on type field and select type of material from opened window

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1.Select the PO. 2.Select the Location. 4.Select the Supplier. 5.Click on Select icon. 3.Click on Supplier. Creation Of GRN For Received Material •Enter po details and the other details and select the supplier by click on supplier field and select supplier from opened window then click on select icon

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1.Click on Date. 2.Select the Date. Creation Of GRN For Received Material •Select date by click on date field and select date from opened calendar.

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1.Click on Item. 2.Select the Item. 3.Click on Select icon. Creation Of GRN For Received Material • To add the Item in GRN click on Item field and select item from opened window then click on select icon

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3.Click on Select icon. 1.Click on Manufactur er. 2.Select the Manufactur er. Creation Of GRN For Received Material • Item added to grn now to add manufacturer click on manufacturer field and select manufacturer from opened window then click on select icon

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3.Select the Item. 4.Click on Select icon. 1.Select Goods received tab. 2.Click on plus Icon . Creation Of GRN For Received Material • To add the item for goods received select goods received tab click on plus icon and select item from opened window then click on select icon

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1.Fill the details such as batch no exp mfg date quantity 2. Total received qty calculated automatically Creation Of GRN For Received Material • Fill the details for goods received such as batch no mfg exp datequantity etc. .

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Creation Of GRN For Received Material • Click on save and close icon. 1.Click on save and close icon

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1.Click on Report. Creation Of GRN For Received Material • For GRN Report click on report menu then select and click GRN Report option. 2.Select and click on GRN Report option

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Creation Of GRN For Received Material GRN Report

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2.Click on promote Item. 1.Click on save Item. Creation Of GRN For Received Material • To promote GRN select grn from record then click on promote option

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1.Select the state. 2.Click on Select icon. Creation Of GRN For Received Material Select state from opened window then click on select icon

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1.Select the state. 2.Click on Select icon. Creation Of GRN For Received Material •Select approved state to promote grn to approved state.

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1.Approved GRN state . Creation Of GRN For Received Material •GRN item approved successfully.

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Creation Of Sample Test Report • To create sample test report click on ATR and add new . 1.Click on sample test ATR. 2.Click on plus icon.

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Creation Of Sample Test Report • Click on Sample type and select type from opened window and click on select icon 2.Select the type. 1.Click on Sample type. 2.Click on Select icon.

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Creation Of Sample Test Report 1.Fill the Details such as invoice no item grn no etc. 2.Click on save. • Fill the details such as date invoice no grn no etc. and click on save icon

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Creation Of Sample Test Report • To add parameter select parameter tab click on plus icon and select parameter from opened window then click on select icon. 1.Select Parameter Tab 2.Click on plus icon 3.Select parameter 4.Click on select icon

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Creation Of Sample Test Report • Parameter added successfully to ATR then click on save icon. 1.Click on save icon

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Creation Of Sample Test Report 1.Click on Report. • To open report click on report menu then select and click Sample Test Report. 2.Select and click on Sample Test Report

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Report for Sample Test ReportATR Creation Of Sample Test Report

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Creation Of Sample Test Report 2.Click on save and close icon. • Click on save and close icon.

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Payment to vendor Creation Of Payment To Vendor 1.Click on payables. 2.Click on plus icon. • To create payment click on payables and add new.

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Creation Of Payment To Vendor 2.Click on save and close icon. 1.Fill the details such as vendor payment for payment amt etc. • Fill the payment details such as vendor payment for amt and click on save and close icon.

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1.Quantity Received from GRN. Stock Updated after GRN Creation Of Stock Update • The item quantity updates after GRN .

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