Customer Job Work Out

CUSTOMER JOB WORK OUT

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To go back to the Search screen, click Job Work Out next to Welcome at the top-right corner of the page.

Prerequisites

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:
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.
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.
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.
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part is current helps in selecting the right components for the Delivery Challan, preventing delays or errors caused by outdated information.
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challan is being placed should be ensured with current details to help in preventing delays or errors caused by outdated information.
Job Work Entry : The Job work with line items of appropriate data should present to raise an error free and accurate Outward Delivery Challan.
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:

Customer Information:
- Customer name, plant details, and address
- Payment terms , delivery terms and conditions
Price Information:
- Confirm that the prices for the part are up-to-date and accurate.
RM-Parts:
- Verify that the details of the parts required are accurate and are up-to-date.
Internal Validation:
- Confirm that the PO aligns with the organization's sales policies and guidelines.
- Check for any duplicate POs to avoid unnecessary orders.
Dates and Deadlines:
- Verify delivery or completion dates to ensure they align with project timelines .
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

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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.
Place Of Supply: [Text Field] (Mandatory) Enter the place of supply for the outward delivery.
Pickup Location: [Dropdown] (Mandatory) Select the pickup location from the dropdown list.
Vehicle No: [Text Field] Please enter the vehicle number in which the part is being sent outward.
Transport: [Text Field] Please enter the transport in which the part is being sent outward.
E-Way Bill: [Text Field] Enter the E-Way Bill number if applicable.
E-Way Bill Date: [Date Field] Enter the date of the E-Way Bill if applicable.
IGST: [Number Field] Enter the IGST percentage applicable.
CGST: [Number Field] Enter the CGST percentage applicable.
SGST: [Number Field] Enter the SGST percentage applicable.
Description: [Text Field] Enter any remarks or general comments if any.

Part_RM/Customer Materials Section:

Option Type: [Dropdown] (Mandatory) Select the option type from the available options and the system will display corresponding fields and validations based on the selected type.
- Part-RM – Select this option if the outward item is a raw material part.
- Customer Material – Select this option if the outward item belongs to the customer's material.
Outward Item Type: [Toggle] (Mandatory) Select the type of item being sent outward:
- Finished / Machined Part – Select this option if the outward item is a finished or machined part.
- Raw Material – Select this option if the outward item is raw material.
Part-RM: [Dropdown] (Mandatory) Choose the RM Part which is to be outwarded. The RM part added in the RM Part master screen is displayed as the options.
Approved Quantity: [Number Field] (Mandatory) Enter the approved quantity of the RM Part to be outworked.

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The Approved Quantity field behavior depends on the stock restriction setting:

If Stock Restriction is Enabled – The user manually enters the approved quantity based on the Final Inspection Completed quantity from Stock Ledger report screen.
If Stock Restriction is Disabled – The user manually enters the approved quantity based on the GRN Inspection Accepted quantity from GRN Inspection screen.

Casting Rejection Quantity: [Number Field] (Mandatory) Enter the quantity of parts rejected due to casting defects. If a casting rejection quantity is entered, the user must select the process in the Casting Rejected Process field where the rejection occurred.
Casting Rejected Process: [Dropdown] Select the process stage at which the casting rejection occurred. This field is required when a Casting Rejection Quantity is entered.
Machining Rejection Quantity: [Number Field] (Mandatory) Enter the quantity of parts rejected due to machining defects. If a machining rejection quantity is entered, the user must select the process in the Machining Rejected Process field where the rejection occurred.
Machining Rejected Process: [Dropdown] Select the process stage at which the machining rejection occurred. This field is required when a Machining Rejection Quantity is entered.
Currency: [Dropdown] (Mandatory) Select the applicable currency for the transaction.
RM Price: [Number Field] (Mandatory) Enter the price of the RM part.
HS Code: [Dropdown] (Mandatory) Select the applicable HS Code for the RM part.
Notes: [Text Field] Add any notes or additional remarks related to the Part-RM/Customer Materials section.

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After selecting the customer, plant, and Part-RM, the system displays a stock summary panel showing:

Available Stock – Total stock currently available.
Approved Quantity – Quantity approved for dispatch.
Casting Rejected Quantity – Quantity rejected due to casting defects.
Machining Rejected Quantity – Quantity rejected due to machining defects.

This information helps in verifying available quantities before proceeding with the Job Work Out.

1.1.1. Customer Job Work Out Line Item(s):

Click the 'Get Line Items' button. The line items are displayed with the following columns:

Column	Description
Remove	Option to remove the line item
Expand	Expand to view child parts linked to the parent
S.No	Serial number of the line item
Type	Indicates the type — Part-RM
Part Details	Displays the part number and revision (e.g., P2 - 2000 - Rev 100)
Part Type	Indicates whether the part is a Parent or Child
Input Qty	The input quantity for the part
DC Number	The DC number linked to the line item
PO Number	The PO number linked to the line item
Item No	Item number of the line item
Approved Qty	The approved quantity for dispatch
Not Proc	Quantity not yet processed
M-Reject	Machining rejection quantity
C-Reject	Casting rejection quantity
Total Used	Total quantity used
Currency	Currency applicable for the transaction
RM Price	Price of the RM part
HS Code	HS Code of the part
Notes	Any additional notes
Action	Option to add notes to the line item

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Parent and Child Part Structure in Line Items:

When a Parent part is retrieved, it is displayed as the main line item with the tag PARENT and shows the count of child parts linked to it (e.g., 1 child parts).
Clicking the Expand arrow on the parent row reveals the associated Child parts listed below it (e.g., S.No 1.1).
The child part row displays the tag Child under Part Type and shows "Linked to parent" in the PO Number column, indicating it is directly tied to the parent line item.
Each child part also shows a Required quantity per parent (e.g., Required: 10.000 per parent), helping the user understand how many child parts are needed for each parent part dispatched.

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The Submit, Clear buttons are visible at all times on the form. The Cancel DC button is only visible after the Get Line Items button is clicked and the line items are displayed.

Submission for Customer Job Work Out

Submit – Click the "Submit" button to save and confirm the Job Work Out entry. Upon submission, the entry will be added.
Clear – Click the "Clear" button if you wish to erase all the entered information and start fresh. Please note that once this button is clicked, the entered information will not be saved.
Cancel DC – Click the "Cancel DC" button to cancel an already submitted Job Work Out DC. This button is only visible after the Job Work Out has been submitted. Once the DC is cancelled, it will no longer be valid for processing and the dispatched stock will be reverted back to the available stock.

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.

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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.

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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.