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Job Work Out

JOB WORK OUT​

Prerequisites

  1. Certainly, before creating a sales order , it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the customer, plant, part, and any other relevant data. Here's a checklist of the details you should verify before adding a sales order:
  2. Updating/Adding master screens like customer, plant, RM part and JobWork before adding a Outward Delivery Challan is crucial for maintaining accurate and effective Outward Delivery Challan processes.
  3. Customer Master: Keeping customer information current helps in selecting the right customer for the purchase order. This includes contact details, payment terms, and any other relevant information necessary for communication and coordination.
  4. Plant Master: Keeping current plant information of the respective customer helps in selecting the right plant for the Outward Delivery Challan. This includes the delivery and billing address, buyer details, delivery terms, and payment terms which are necessary for communication and coordination.
  5. RM Part Master: The RM part components for which the Outward Delivery Challan is done. Ensuring that the master data for the RM part is current helps in selecting the right components for the Delivery Challan, preventing delays or errors caused by outdated information.
  6. RM-Partmaster -SubTab Details : The Part-Price, HS-Code, subtab of the part components for which the delivery challan is being placed should be ensured with current details to help in preventing delays or errors caused by outdated information.
  7. Job Work Entry : The Job work with line items of appropriate data should present to raise an error free and accurate Outward Delivery Challan.
  8. By Updating these master screens before creating an Job Work Out you ensure that the Job Work Out process is efficient, accurate, and free from errors.

Additional Info:

  1. Customer Information:
    • Customer name, plant details, and address
    • Payment terms , delivery terms and conditions
  2. Price Information:
    • Confirm that the prices for the part are up-to-date and accurate.
  3. RM-Parts:
    • Verify that the details of the parts required are accurate and are up-to-date.
  4. Internal Validation:
    • Confirm that the PO aligns with the organization's sales policies and guidelines.
    • Check for any duplicate POs to avoid unnecessary orders.
  5. Dates and Deadlines:
    • Verify delivery or completion dates to ensure they align with project timelines .
  6. Communication:
    • If there have been any changes or updates to the order, make sure that relevant stakeholders are informed
    • Double-checking these details before creating a purchase order helps to minimize errors, reduce the chances of miscommunication, and ensures that your sales order process is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

1.1. Add Job Work Out​

Add Job Work Out - Step by Step

Step 1: Reach the Job Work Out Section

  • From the main Side menu, click on "Store," then go to "Operations," and finally choose "Job Work Out" This will open the Job Work Out Search page.

Step 2: Adding a Job Work Out

  • On the top right of the Job Work Out Search page, you'll see an "Add Job Work Out" button. Click this button.

Step 3: Fill in details

note

All fields with a (*) are mandatory, so remember to fill them all.

  • Customer: [Dropdown] (Mandatory) Choose the customer from the dropdown list. The customer added in the customer screen will be shown as an option.
  • Plant: [Dropdown] (Mandatory) Select the Plant from the dropdown list.The plant added for the selected customer will be displayed as an option.
  • Invoice Number: [Dropdown] Select the Invoice number from the dropdown .The added invoices number list will be displayed as an option.
  • Outward DC Number: (Mandatory)This field will be automatically generated by the system. The generated number may include a prefix that can be updated from the organization details screen.
  • Outward DC Date:(Mandatory)The current date shall be automatically designated as the sales order date. However, should the need arise for alteration, such adjustments can be made in accordance with the customer's specific request.
  • Vehicle No: [Text Field]Please enter the vehicle number in which the part is being sent outward.
  • Transporter : [Text Field]Please enter the transport in which the part is being sent outward.
  • Description: [Text Field]Enter and remarks or general comments if any .
  • RM Part: [Dropdown](Mandatory) Choose the RM Part which is to outwarded. The RM part added in the RM Part master screen is displayed as the options
  • Quantity: [Number](Mandatory) Enter the quantity of RM Part to be outworked.
  • Click the ‘Get Line items’ . The line items are displayed with the S.No, RM Part,DC Number, Item No,Quantity, RM Price data which are given in the job work entry .
note

When you click "Get Line Items" in the Job Work Out, the system retrieves the Job Work Out line item that matches the combination of customer,plant and Rm Part specified in the job work entry. These retrieved line items typically represent the specific RM parts associated with the selected customer and plant, making it easier to manage and track the job work process.

  • Sales Order Special instruction: [Text Field] Add any Special instructions related to the entire Sales Order.

Duplicate action for same line item number of job work is been restricted in Outward Dc, If duplicate action to be done same part with quantity should be added as another line item in job work.

1.1.1. Job Work Out Line Item(s):

  • In the quantity field of the Job Work Out , the quantity of the RM part Job out is entered.
note

The quantity entered in the Job Work Out should not exceed the remaining quantity specified in the job work entry. This restriction is in place to ensure that the quantity dispatched in the delivery challan does not exceed the available quantity allocated for job work, thereby maintaining accurate inventory management.

  • Click the “Submit” Button
  • Part Revision: [Text Field] (Mandatory). Enter the part revision of the part to be added in the line item of the sales order.
  • Click on the "Search" button to initiate a data search for the part, which will subsequently populate the part description field within the line item.
note

If the selected line item type is a "tool," the "Search" button will be deactivated, and the user will be required to manually input the information into the other fields of the line item screen.

  • Delivery Date: [Date Field] (Mandatory) Choose the expected delivery date for this line item. It’s a mandatory field
  • Part Description: [Text Field] (Mandatory) The description of the part is automatically populated in this field when the search button is initiated.
  • Quantity: [Text Field] (Mandatory) Enter the quantity of the part to be delivered in this sales order.
  • Unit: [Text Field] Enter the Unit of the quantity added .
  • HS-Code (Commodity): [Dropdown] (Mandatory) The dropdown will display HS codes associated with the selected part. It’s a mandatory field.
  • Current Status: [Text Field] (Mandatory)Enter the current status of the part added in the line item.
  • Price: [Number Field] (Mandatory) Enter the price of the part .The entered price should be equal to the price given in the part master - price subtab.
  • Invoice/Shipped Quantity: [Number Field] The invoiced/shipped quantity value is populated if the sales order is invoiced . It is an un-editable field.
note

If there is no data for the part number and the part revision given it, throws an “ALERT” so that it will not allow us to submit.

Submission for Sales Order

  • Upon submission of an Job Work Out, the entry will be added and the screen will transition to the editing mode.
  • If you change your mind and don't want to add an Outward Delivery Challan, click "Cancel" it takes you back to the Job Work Out Search page. *** To Start Over:** Click the "Clear" button if you wish to erase all information and begin a new. Please note that once this button is clicked, the entered information will not be saved.

1.2 Search Job Work Out​

Search a Job Work Out- Step-by-Step

Step 1: Start Searching

On the Search page, you can search in different ways:

  • Job Work Out DC Number:Enter the DC number for which you want to search for.
  • Job Work Out DC From Date: Select the date range from when you want to search for.
  • Job Work Out DC ToDate: Select the date range until when you want to search for.
  • Click the “Search” Button.

Step 2: See the Results

After clicking "Search," you'll see results:

  • If you searched by DC Number and Dates you'll find the matching result with Generate DC , Customer Name, DC Number, Outward DC Date and Description with an option to View/Edit.

1.3 Edit Job Work Out:​

Edit a Job Work Out- Step-by-Step

Step 1: Find Job Work Out

Step 2: Start Searching

Step 3: Edit Details

After searching, you'll see the Job Work Out you want to edit.

  • Click "View/Edit" next to the Job Work Out to reach the Edit Job Work Out page.

Step 4: Update Info

  • On the Edit Job Work Out page, you'll see existing details.
note

In the Job Work out the added data for the quantity cannot be changed , here we can add another line item

Step 5: Edit Job Work Out Page:

  • On the Edit Outward Delivery Challan page, you'll find the existing details of the Job Work Out you're editing.
note

The Job Work Out line item is not editable , The customer and plant code are read only fields.

Step 6: Submit/Cancel

Click the “Submit” Button

Generate Job Work Out

  • By clicking the Generate DC button a pdf is generated with all the data added Job Work Out (ie. with the address , total amount , DC number)

That's it! You've learned how to ADD, SEARCH, EDIT a Job Work Out using the DMeX app. If you need help, contact the support team.