Batch Production Process – Part 1
Purchase & Stock creation of Raw/Pack Material 1. 2. 3. 4. 5. 6. 7. 8.
Create Master Data -Go to Slide Quotation from Vendor -Go to Slide Purchase Order to Vendor -Go to Slide Purchase Invoice from Vendor after receiving material -Go to Slide GRN for received material -Go to Slide Sample Test Report (ATR) -Go to Slide Payment to vendor -Go to Slide Stock Updated after GRN -Go to Slide
Process Flow Chart
Create Item, Customer , Vendor, Equipment , Notes
Master Data
Create RFQ of type Vendor Save & Submit for Quotation
Quotation from Vendor
Create PO to Vendor for raw material
Purchase Order
Create PI from Vendor after receiving raw material
Purchase Invoice
Check Item for Updated Stock after GRN
Stock updated
Create Payable for Vendor Payment
Payment
Create GRN for Received Material
GRN
Create sample test report for item.
ATR
Create Item Master •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
• Click on type of item and select item type from open window. • Click on select icon. 3.Click on Select icon.
1.Click on type of Item. 2.Select the Type of Item .
Creation of Master Data
• For create item fill the item details such as item number , code and description.
2.Fill all the Details such as item no,name,description.
1.Select the Status of Item .
Creation of Master Data
• To add notes Click on notes tab ,Write a note and save it.
3.Write Comments
1.Click on Comments/notes tab. 4.Click on Select icon. 2.Click on plus Icon .
Creation of Master Data
• Note is added successfully in item master.
1.Note is added in item master.
Creation of Master Data
• To add AML click on AML tab and select the manufacturer from open window and click on select icon. 4.Click on Select icon.
1.Click on AML tab. 3.Select the manufacturer 2.Click on plus Icon .
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• AML is added successfully in item master.
1.AML is added in item master.
• 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. 5.Click on Save and Close Icon Button
4.Click on Select icon.
1.Click on Item tab. 3.Select the Item.
2.Click on plus Icon .
Creation of Master Data
• Item is added successfully in item master.
1.Item is added in item master.
Creation of Master Data
• 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
• To approved the Item master select the state from open window. 2.Click on select.
1.Click on approved .
Creation of Master Data
• Approved state of Item .
1.Approved state of item.
Creation of Master Data
Create Customer •To create customer click on customer and click plus icon to create new. 2.Click on plus icon to create new.
1.Click on customer.
Creation of Master Data
• Click on customer type and select the classification from open window •Click select icon. 3.Click on select icon.
2.Select the classification. 1.Click on customer type.
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.
Creation of Master Data
Create Vender • To create vender click on vendor and click plus icon to create new. 2.Click on plus Icon for Creating New
1.Click on vendor.
Creation of Master Data
•To Create Vendor fill the details such as name ,contact ,address.
1.Fill all the details correctly.
Creation of Master Data
• Click on rating tab and plus icon then select rating . •click on save and close icon. 4.Click on Save and Close Icon Button
1.Click on Rating tab. 2.Click on plus Icon .
3.Select the Rating.
Creation of Master Data
Create Equipment •To create Equipment click on equipment and click on plus icon to create new. 2.Click on plus icon .
1.Click on Equipment.
Creation of Master Data
• Click on equipment for and select the classification from open window. •Click on select icon.
3.Click on select icon.
2.Select the classification. 1.Click on equipment for.
Creation of Master Data
• To create equipment fill the equipment details such as name , type ,Description. • Click on save and close icon. 2.Click on save and close icon.
1.Fill the Equipment details.
Creation of Master Data
Create Notes • To create notes click on notes and then plus icon to add new . 2.Click on plus Icon for Creating New
1.Click on Notes
Creation of Master Data
• To create notes select notes type.
1.Select the note type.
Creation of Master Data
• To create notes fill the notes details and click on save and close icon
2.Click on Save and Close Icon Button
1.Fill all the details .
Creation of Master Data
RFQ to Vendor • To create RFQ to vendor, click on RFQ and then plus icon for create new. 2.Click on plus icon .
1.Click on RFQ.
Creation Of RFQ to Vendor
•To create RFQ click on type and select classification. 3.Click on select icon. 1.Click on Type.
2.Select the Classification.
Creation Of Quotation from 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 3.Click on select icon
1.Click Vendor filed “...” sign
2.Select vendor from opened dialog
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
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
Creation Of RFQ to Vendor
• Attachment added successfully, now click on save and close icon 1.Click on save and close icon
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
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
Creation Of RFQ to Vendor
RFQ Report
Creation Of Quotation from Vendor
Quotation from Vendor • To Promote RFQ to submitted state, click on promote icon
1.Click on Promote icon
Creation Of Quotation from Vendor
• Select state from opened window and click on select icon.
2.Click on Select icon
1.Select state from opened window
Creation Of Quotation from Vendor
• RFQ submitted and type changed to Quotation.
Creation Of Quotation from Vendor
Purchase Order to Vendor • To create purchase order to vendor click on purchase order and then plus icon. 2.Click on plus Icon for Creating New
1.Click on Purchase Order.
Creation Of Purchase Order To Vendor
• Click on PO type and select the type from opened window, then click on select icon
3.Click on Select icon. 1.Click on PO type. 2.Select the PO.
Creation Of Purchase Order To Vendor
• To add vendor, click on vendor field and select the vendor then click on select icon
3.Click on Select icon. 1.Click on Vendor.
2.Select the vendor.
Creation Of Purchase Order To Vendor
• Vendor added, now to add authorised by,click on Authorised By field and select user from opened window then click on select icon
3.Click on Select icon.
1.Click on Authorised By.
2.Select the User.
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
4.Click on Select icon.
1.Click on Item tab.
3.Select the Item.
2.Click on plus icon
Creation Of Purchase Order To Vendor
• After adding item, enter qty, rate , gst rate details and amount , igst, cgst, sgst, gross total calculated automatically
2.Amount, IGST, CGSt, SGST and Gross total calculated automatically 1.Enter qty, rate and gst rate.
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
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 2.Advance amt and Amount remaining calculated automatically
1.Enter advance amt, date
Creation Of Purchase Order To Vendor
• Click on save and close icon. 1.Click on save and close icon
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
Creation Of Purchase Order To Vendor
• Purchase Order Report
Creation Of Purchase Order To Vendor
Create Purchase Invoice from Vendor after receiving material • To Create Purchase Invoice from Vendor click on Purchase Invoice and plus icon. 2.Click on plus Icon.
1.Click on Purchase Invoice.
Creation Of Purchase Invoice
•Click on type field and then select type from opened window and click on select icon 3.Click on Select icon.
1.Click on Type.
2.Select the Type.
Creation Of Purchase Invoice
•To Select the Vendor, click on vendor field and select vendor from opened window then click on select icon . 3.Click on Select icon. 1.Click on Vendor.
2.Select the Vendor.
Creation Of Purchase Invoice
•To add the part, click on part tab and click on plus icon.
1.Click on part tab.
2.Click on plus Icon for Add New
Creation Of Purchase Invoice
• To add the part , click on Part field and select part from opened window then click on select icon.
3.Click on Select icon.
2.Select the Part.
1.Click on Part.
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
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
Creation Of Purchase Invoice
•Fill the amt of transportation and gst rate, then transportation amount calculated and gross total updated automatically 1.Enter amt and gst rate
2.Transportation calculated and gross total updated
Creation Of Purchase Invoice
GRN For Received Material • To create GRN Click on GRN and then plus icon for add new . 2.Click on plus Icon for Creating New
1.Click on GRN.
Creation Of GRN For Received Material
• Click on type field and select type of material from opened window 3.Click on Select icon.
1.Click on Type. 2.Select the Type.
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 5.Click on Select icon. 1.Select the PO.
2.Select the Location. 4.Select the Supplier.
3.Click on Supplier.
Creation Of GRN For Received Material
•Select date by click on date field and select date from opened calendar.
1.Click on Date.
2.Select the Date.
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
1.Click on Item.
3.Click on Select icon.
2.Select the Item.
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
3.Click on Select icon.
1.Click on Manufactur er.
2.Select the Manufactur er.
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
4.Click on Select icon. 1.Select Goods received tab.
3.Select the Item. 2.Click on plus Icon .
Creation Of GRN For Received Material
• Fill the details for goods received such as batch no, mfg, exp date,quantity etc. .
2. Total received qty calculated automatically 1.Fill the details such as batch no, exp, mfg date, quantity
Creation Of GRN For Received Material
• Click on save and close icon.
1.Click on save and close icon
Creation Of GRN For Received Material
• For GRN Report click on report menu then select and click GRN Report option. 1.Click on Report. 2.Select and click on GRN Report option
Creation Of GRN For Received Material
GRN Report
Creation Of GRN For Received Material
• To promote GRN, select grn from record then click on promote option
2.Click on promote Item.
1.Click on save Item.
Creation Of GRN For Received Material
Select state from opened window then click on select icon
2.Click on Select icon.
1.Select the state.
Creation Of GRN For Received Material
•Select approved state to promote grn to approved state.
2.Click on Select icon.
1.Select the state.
Creation Of GRN For Received Material
•GRN item approved successfully.
1.Approved GRN state .
Creation Of GRN For Received Material
• To create sample test report click on ATR and add new . 2.Click on plus icon.
1.Click on sample test (ATR.
Creation Of Sample Test Report
• Click on Sample type and select type from opened window and click on select icon
2.Click on Select icon.
2.Select the type.
1.Click on Sample type.
Creation Of Sample Test Report
• Fill the details such as date, invoice no, grn no etc. and click on save icon 2.Click on save.
1.Fill the Details such as invoice no, item, grn no etc.
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. 4.Click on select icon
1.Select Parameter Tab
3.Select parameter
2.Click on plus icon
Creation Of Sample Test Report
• Parameter added successfully to ATR then click on save icon.
1.Click on save icon
Creation Of Sample Test Report
• To open report, click on report menu then select and click Sample Test Report. 1.Click on Report. 2.Select and click on Sample Test Report
Creation Of Sample Test Report
Report for Sample Test Report(ATR)
Creation Of Sample Test Report
• Click on save and close icon. 2.Click on save and close icon.
Creation Of Sample Test Report
Payment to vendor • To create payment click on payables and add new. 2.Click on plus icon.
1.Click on payables.
Creation Of Payment To Vendor
• Fill the payment details such as vendor, payment for, amt and click on save and close icon. 2.Click on save and close icon.
1.Fill the details such as vendor, payment for, payment amt etc.
Creation Of Payment To Vendor
Stock Updated after GRN • The item quantity updates after GRN .
1.Quantity Received from GRN.
Creation Of Stock Update