Non - Returnable DC

NON - RETURNABLE DC

note

To go back to the Search screen, click Non-Returnable DC next to Welcome at the top-right corner of the page.

Prerequisites

1. Certainly, before creating an Non-Returnable DC , it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the supplier, part, part process group subtab of part and any other relevant data. Here's a checklist of the details you should verify before adding a sales order:
2. Supplier Master: Keeping supplier information current helps in selecting the right supplier for the job order. This includes contact details, payment terms, and any other relevant information necessary for communication and coordination.
3. Organisation - Address Sub-tab : The address subtab of the organisation components should be updated. Ensuring that the master data is current helps in selecting the right components for the non-returnable , preventing delays or errors caused by outdated information.
4. By Updating these master screens before creating a Non-Returnable DC you ensure that it is efficient, accurate, and free from errors.

Additional Info:

1. Supplier Information:
   • Supplier name, address, buyer
2. Customer / plant Information:
   • Customer name, address, buyer
3. Organisation-Address Subtab:
   • Confirm that the delivery address of the organisation is up-to-date and accurate.
4. 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 Non-Returnable DC helps to minimize errors, reduce the chances of miscommunication, and ensures that your Non-Returnable DC process is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

1.1 Add Non-Returnable DC

Add a Non-Returnable DC - Step-by-Step

Step 1: Reach the Non-Returnable DC Section

• From the main Side menu, click on "Purchase," then go to "Operations," and finally choose "Non-Returnable DC" This will open the Non-Returnable DC Search page.

Step 2: Adding a Non-Returnable DC

• On the top right of the Non-Returnable DC Search page, you'll see an "Add Non-Returnable DC" button. Click this button.

Step 3: Fill in details

note

Prior to submitting Job Order Line Item(s), ensure that all mandatory (*) fields have been filled.

• Upon clicking the 'Add Non-Returnable DC' button, the Add Non-Returnable DC form will open. Complete the following information:

• Party Type (Mandatory): Dropdown to select either Customer or Supplier.

  info

  • If Customer is selected:
    • Customer: Choose from existing customers. (Mandatory)
    • Plant: Options are populated based on the selected customer. (Mandatory)
  • If Supplier is selected:
    • Supplier: Choose from existing suppliers. (Mandatory)

• Supplier: [Dropdown] (Mandatory if Party Type is Supplier) Choose the supplier from the dropdown list. The supplier added in the supplier screen will be shown as an option.

• Customer: [Dropdown] (Mandatory if Party Type is Customer) Choose the customer from the dropdown list.

• Plant: [Dropdown] (Mandatory if Party Type is Customer) Choose the plant associated with the selected customer.

• Non-Returnable 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.

• Non-Returnable DC Date: (Mandatory) The current date shall be automatically designated as the job order date. However, should the need arise for alteration, such adjustments can be made in accordance with the customer's specific request.

• Vehicle Number: (Mandatory) Enter the vehicle number in which the items in the Non-Returnable DC are being transported.

• E-Way Bill Number: (Mandatory) Enter the e-way bill number.

• E-Way Bill Date: (Mandatory) The current date shall be automatically designated as the e-way bill date. However, should the need arise for alteration, such adjustments can be made in accordance with the customer's specific request.

• Delivery Address: [Dropdown] Select the delivery address. The delivery address added for the supplier is displayed as the option.

• Organisation Delivery Address: [Dropdown] Select the delivery address. The delivery address added for the organisation is displayed as the option.

• DC Notes: [Text Field] Please enter the non-returnable DC notes, if any.

• Remarks: [Text Field] Please enter the remarks, if any.

• Place Of Supply: [Text Field] Please enter the place of supply for the item in the non-returnable DC.

Add Non-Returnable DC Line Item(s):

1. Ensure you've filled in all the necessary details for the Non-Returnable DC.
2. Below the "Remarks" section, you'll notice a line item area, in which includes the following fields for you to fill in:

• Item Description: [Text Field](Mandatory)Enter the Item name .
• Quantity: [Text Field](Mandatory)Enter the quantity if the item.
• Quantity Rule:
  • While creating a new line item, quantity should be greater than 0.
  • Short close (quantity as 0) is allowed only in Edit screen for existing line items.

Type, Source & Available Quantity

• When we select type as Part, we can select Not Processed in the category dropdown to send approved quantities from inward inspection stage.

• For Part → Rejection → Casting Rejection where Control Plan is not available (Sampling mode OFF), the system supports Inward Inspection rejection stock. Available rejection quantity is shown and Add Source uses rejected quantity from inward inspection (status remains Approved).

• Available quantity will be shown below the quantity field, so users can't fill quantity above that.

• Upon adding to line item, user needs to add source from any of the inwards. It will reduce from selected inwards and stock ledger.

• For other types, by default after selecting product it will show available quantity and users can select source to reduce from it.

• Customer job work and returnable dc inspected items will not be shown for source selection.

• In edit scenario users can change quantity and sources; also can short close quantity if needed.

• Unit: [Dropdown](Mandatory)Select the Unit of the quantity.

• Click the “Add” Button

• Click the “Submit” Button

Submission Of Non-Returnable DC

• Upon submission of a Non-Returnable DC, 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 a Non-Returnable DC, click "Cancel" it takes you back to the Non-Returnable DC Search page.
• To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

1.2 Search Non-Returnable DC

Search a Non-Returnable DC- Step-by-Step

Step 1: Start Searching

On the Non-Returnable DC Search page, you can search in different ways:

• Party Type: Select Customer or Supplier to narrow the search.
• Supplier: Enter the supplier name or select from the dropdown when Party Type is Supplier.
• Customer: Enter the customer name or select from the dropdown when Party Type is Customer.
• Non-Returnable DC Number: Enter the Non-Returnable DC Number for which you want to search.
• Non-Returnable DC From Date: Select the date range from when you want to search.
• Non-Returnable DC To Date: Select the date range until when you want to search.
• For All: If you don't have a specific Non-Returnable DC number, just click "Search" to see all Non-Returnable DC.

Step 2: See the Results

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

• If you searched by Non-Returnable DC Number, and Dates you'll find the matching result with Generate Non-returnable DC [Refer 2.2.6.4] ,Non-returnable DC Number, Non-returnable DC Date and vehicle number with an option to View/Edit [Refer 2.2.6.3]

1.3 Edit Non-Returnable DC

Edit a Non-returnable DC - Step-by-Step

Step 1: Find Non-returnable DC Edit

Step 2: Start Searching [Refer 1.1.1.2]

Step 3: Edit Details

• After searching, you'll see the Non-returnable DC that you want to edit.
• Click "View/Edit" next to the Generate Non-returnable DC to reach the Edit Non-returnable DC page.

Step 4: Update Info

• On the Edit Non-returnable DC page, you'll see existing details.
• Change details that you like to update in Job Order.
• For existing line items, you can short close by entering quantity as 0.

Step 5: Save Changes

After editing, review your changes.

• When you're ready, click "Submit" to save the updates.

1.4 Generate Non-returnable DC

• By clicking the Generate Non-returnable DC Button a pdf is generated with all the data added in the Non-returnable DC (ie. with the address , total amount , DC number)
• Based on the party type pdf is shown supplier / customer details like name and address associated with the type.

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