DMeX App - Customer Management

Supplier Job Work Out

Before You Begin

To get started, make sure you have your username and password ready.

Once you log in, you will land on the welcome screen.

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Prerequisite

Certainly, before creating an Supplier Job Work Out , it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the job order, 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 Supplier Job Work Out:
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.
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data is current helps in selecting the right components for the non-returnable , preventing delays or errors caused by outdated information.
Job Order:The Job order with line items of appropriate data should present to raise an error free and accurate Supplier Job Work Out.
By Updating these master screens before creating a Supplier Job Work Out you ensure that it is efficient, accurate, and free from errors.

Additional Info:

Supplier Information:

Supplier name, address, buyer

Organisation-Address Subtab:

Confirm that the delivery address of the organisation is up-to-date and accurate

Job Order:

Confirm that the job order of the information is up-to-date and accurate.

Communication:

Confirm that the job order of the information is up-to-date and accurate.
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 Supplier Job Work Out

Add a Supplier Job Work Out - Step-by-Step

Step 1: Reach the Supplier Job Work Out Section

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

Step 2: Adding a Supplier Job Work Out

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

Step 3: Fill in details

Upon clicking the 'Add Supplier Job Work Out' button, the Add Job Order will open. Complete the following information:

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

Job Order: [Dropdown] (Mandatory)The job order added against the same supplier is shown as the option .

Supplier Job Work Out 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.

Supplier Job Work Out Date:(Mandatory)The current date shall be automatically designated as the supplier job work out 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 Supplier job work items is been 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.

DC Notes: [Text Field]Please enter the supplier job work out 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 supplier job work out dc.

Add Raw Material(s):

Ensure you've filled in all the necessary details for the Supplier Job Work Out.
Below the "Remarks" section, you'll notice a raw material, in which includes the following fields for you to fill in:

RM-Part: [Dropdown](Mandatory)Select the RM-Part from the dropdown.
Notes: The child-part and the parent part is displayed in the dropdown.
Quantity: [Text Field](Mandatory)Enter the quantity if the item.
Unit: [Dropdown](Mandatory)Select the Unit of the quantity.
HS-Code: [Dropdown](Mandatory)Select the HS-Code for the selected RM-Part.
Click the “Submit” Button
Important Note: Prior to adding Raw materials, ensure that all mandatory (*) fields have been filled.
For editing the Raw Material, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.

Add Expected Line Item(s):

Ensure you've filled in all the necessary details for the Supplier Job Work Out.
Below the "Raw Material" section, you'll notice a ExpectedLine item, in which includes the following fields for you to fill in:

Part: [Dropdown](Mandatory)Select the RM-Part from the dropdown
Notes: The child-part and the parent part is displayed in the dropdown.
Part Process Group: [Dropdown](Mandatory)Select the part process group of the item.
Unit: [Dropdown](Mandatory)Select the Unit of the quantity.
Expected Quantity: [Text Field](Mandatory)Enter the expected quantity of the item.
Click the “Submit” Button
Important Note: Prior to adding Expected Line Item, ensure that all mandatory (*) fields have been filled.
For editing the Expected Line Item, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
Click the "Submit" button

Submission Of Supplier Job Work Out

Upon submission of a Supplier 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 a Supplier Job Work Out, click "Cancel" it takes you back to the Supplier Job Work Out 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 Supplier Job Work Out

Search a Supplier job work out - Step-by-Step

Step 1: Start Searching

On the Supplier job work out Search page, you can search in different ways:

Supplier job work out Number: Enter the Non-Returnable Dc number for which you want to search for.
Supplier job work out From Date: Select the date range from when you want to search for.
Supplier job work out To Date: Select the date range until when you want to search for.
For All: If you don't have a specific Supplier Job Work Out number, just click "Search" to see all Supplier Job Work Out.

Step 2: See the Results

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

If you searched by Supplier Job Work Out Number and Dates you'll find the matching result with Generate Supplier Job Order Out [Refer 2.2.6.4] ,Supplier job work out Number, Supplier job work out Date and vehicle number with an option to View/Edit [Refer 2.2.6.3]

1.3 Edit Supplier job work out

Edit a Supplier job work out - Step-by-Step

Step 1: Find Supplier job work out Edit

Step 2: Start Searching [Refer 1.1.1.2]

Step 3: Edit Details

After searching, you'll see the Supplier job work out that you want to edit.
Click "View/Edit" next to the Generate Supplier job work out to reach the Edit Supplier job work out page.

Step 4:Update Info

On the Edit Supplier job work out page, you'll see existing details.

Change details that you like to update in Supplier job work out.

Step 5:Save Changes

After editing, review your changes.

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

1.4 Generate Supplier job work out

By clicking the Generate Supplier job work out Button a pdf is generated with all the data added in the Supplier job work out (ie. with the address , total amount , DC number)

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.