IX. Inventory Issue

1.        Create new adjustment to issue materials to a Job.

To open Inventory Adjustment form – Material Issue, go to Contacts> Project Management> Inventory Issues, this will open the Find Inventory Issues form.  Click New button at the upper left hand corner of the form to open a new Material Issue form.

Select a Job ID in the Job ID field.  Once you place the focus on this field, an ellipse button will be shown.  Click on that button to open the Job ID record selected.        

In the Installer ID combo box, all contractors entered in the Contractor form will be displayed.  Selecting a Contractor or Installer ID on this field will then fill in the Contractor Name or Installer Name.  Next to this field is the Clerk Name.  Enter a clerk name on this field.

These are the accounts affected when this material issue transaction is posted.  Posting this transaction will also decrease the in stock qty of the selected item.

After posting a material issue transaction, VisionCore will ask if you want to print the Material Issue report.  Click YES to print.

2.        Go back to Jobs form - Job Detail tab.  You will see that Start field in Job Information area of Card Detail tab and Date Started field in Job Status tab are now filled in with the same date the material for the job was issued.  Also Work In Progress checkbox is automatically enabled.

You may click on Print button to bring you to the Report Manager where you can select to print Job Status report.

3.        Click on Materials tab to review materials issued, materials unused and materials used.   As of this time, you will only see materials issued transactions.

4.        Update Job Status.

When Job Status has been updated, you may click the Print button to open the Report Manager where you can print Job Status report.  The Job Status report will show Jobs in Progress, Jobs Completed and Not Checked, Jobs Completed and Checked, Jobs Checked and not Invoiced and Jobs Checked and Invoiced.

5.        Fill in Client Acceptance tab.

The Client Acceptance tab will be shown once the white box next to the Jobs completed and not checked is checked.

The Job Request Number field gets its value from the job request number entered in the Card Detail tab.

The Client Acceptance screen is completed when the contractor returns the Job Card to the Admin Dept.  All Data when the job was completed is entered here.  The client completes the job card and checks the boxes on the original job card.

The job card is returned to the Admin dept. as a job signed off sheet from the client.

In the Date Completed field, enter the date the job is completed.  As this field is filled in with the date, the Date Completed field next to Jobs completed and not checked in the Job Status tab and Completed field in Card Detail tab will automatically be filled in with this same date.

Move to the next topic: Chapter X : Inventory RMA (Returned Unused Materials)