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Order Line Site Movement

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This function is used to record various actions (movements) against hire stock.

The following actions can be perform

Hire Delivery

 Hire Delivery is performed per Site or Order Number.

 The site quantity will be increased with the quantity delivered.

Return

 Return is performed per site.

 The site quantity will be decreased with the quantity returned.

Assessment

 Assessment is performed per return document.

Process

 Process is performed per return document.

Corrections

Hire Delivery Quantity

Corrections are done per hire delivery document.

Return Quantity

Corrections are done per return document

 

General Fields (Actioned Date, Checked By, Driver , Vehicle Reg and Transport Cost)

Corrections will only be allowed if the document has not been invoiced yet.

 

Note:For quantity corrections the amendment type(Table Order Line Site Movement) will be “Q”(Quantity) all other changes will be “G”(General).

If a row exists with an amendment of Q it will not be overwritten with a G but a G can be overwritten with a Q.

 

Transport Cost Corrections

Corrections are done per return document

Analysis

 The analysis function is used to perform inquiries regarding order line site movements

 

The following Tables are applicable to the function.

 

Order_Line_Site_Movement

 

 

ORDER_LINE_SITE_MOVEMENT_ASSESS

 

 

ORDER_LINE_SITE_MOVEMENT_COST

 

 

Order_Line_Site_Movement_Reason

 

 

The column values applicable to the field “Action” in the table “Order _Line_Site_Movement” are:

Column_Name                        Column_Value                Language_Code                        Column_Description

Site_Movement_Action                        D                        O                        Dispatched

Site_Movement_Action                        R                        O                        Receipt

Site_Movement_Action                        P                        O                        Pause On

Site_Movement_Action                        O                        O                        Pause Off

Site_Movement_Action                        N                        O                        Returned

Site_Movement_Action                        Y                        O                        Dirty

Site_Movement_Action                        G                        O                        Damaged

Site_Movement_Action                        S                        O                        Scrapped

Site_Movement_Action                        H                        O                        Good

Site_Movement_Action                        L                        O                        Sale by Loss

Site_Movement_Action                        U                        O                        Overreturn

Site_Movement_Action                        A                        O                        Site Transfer

Site_Movement_Action                        B                        O                        Assign To Customer

Site_Movement_Action                        E                        O                        Assign To Yard

Site_Movement_Action                        F                        O                        Contra Part

 

 

The column values applicable to the field “Movement_Type” in the table “Order _Line_Site_Movement” are:

Hire_Movement_Type                        H                        O                        Hire To Stores

Hire_Movement_Type                        S                        O                        Stores To Hire

Hire_Movement_Type                        U                        O                        Undelivered

Hire_Movement_Type                        O                        O                        Overreturned

Hire_Movement_Type                        P                        O                        Processed

Hire_Movement_Type                        D                        O                        Stock Adjustment Down

 

The column Values applicable to the field “Amendment_Type” in the table “Order_Line_Site_Movement” are:

Hire_Amendment_Type                        Q                        O                        Quantity

Hire_Amendment_Type                        G                        O                        General

 

The column Values applicable to the field “Transport_Cost_Type” in the table “Order_Line_Site_Movement_Cost” are:

Hire_Transport_Type                        A                        O                        Auto

Hire_Transport_Type                        M                        O                        Manual

Hire_Transport_Type                        P                        O                        Payload

 

 

These column values can be viewed from the table “Column_Values”

 

The Actions that can be performed are:

 

hmtoggle_plus1Hire Delivery

This action is used to record the dispatch of hire goods to a site against a hire customer order.

To perform this action the user must select a Site, Order Number, Store and Location from which the stock is to be issued and then click the refresh button.

The actioned date and time will default to the current date and time but can be changed by the user. This is the date from which the hire period starts.

The user must select a Checked by, Driver and Vehicle.

The user must also select the rows to be hire delivered.

The user can also change the “Move Quantity”.  The move quantity is the quantity available on the order line that can be hire delivered. If the move quantity is displayed in red it means there is not enough stock to issue(refer the stock available column).

The “Comments” and “Comments Capturer” fields are optional.

To commit the transaction the user must click the apply button.

If the system encountered any errors these will be displayed in the “Application Message” column and must be rectified before the transaction is to be submitted again.

When the transaction is successful a document number will be assigned by the system. This document can be printed.

 

The data is inserted in the table “Order Line Site Movement”

The order line requirements are automatically issued by the system via the movement “Stores To Order Requirements”.

 

The stock records are also down adjusted with the quantities delivered.

 

The document number is also inserted to the table “Order Line Site Movement Cost”

 

Note: The user will be able to correct data i.e. checked by,driver , vehicle and actioned date as long as there is no invoice for the hire delivery document.

Hire delivered quantities can be changed as long as there is no returned quantity or the document has been invoiced.

 

hmtoggle_plus1Return

 

The return action is performed when hired goods is returned from a site.

Return actions are done per site.

In the actions frame select “Return”

The user must select a site and then click refresh.

For normal returns the user need not specify a store or location the parts will be returned to the store and location from which it was issued.

The system will now in the grid display per part the quantities that can be returned.

The quantities can be applicable to more than one customer hire order line for the selected site.

In the grid the user must now select the part’s that is being returned and enter the returned quantity in the “Total” column.

The user can enter a quantity greater than the delivered (Available) quantity the difference between the selected quantity and the available quantity will be treated as an over return on the part.

If the user is aware that there are parts that have not been delivered to the selected site these can be returned by selecting the “Undelivered” option, this action will insert another form that is to be used to capture the undelivered parts.

The user must select the part number. The part number selected must not exist in the grid on top.

The user must enter the quantity and insert n comment if applicable (Comment is not mandatory).

More than one row can be inserted by clicking in the application message.

For the undelivered parts the user must select a store, location and organisation, the system will default values where applicable.

The user must select the “Checked By” person, Driver (if the driver is one of your own drivers it must be selected from the list. If it is the customers driver the user can type in the name) and Vehicle (if the vehicle is one of your own vehicles it must be selected from the list. If it is the customer’s vehicle the user can type in the registration number of the vehicle)

When all data has been entered the user must click the apply button.

Comments are optional.

The actioned date will be defaulted to today’s date and the current time, this can be changed by the user or if a site collection exists for this site a message in this regard will be displayed and the actioned date will be defaulted to the site collections collection date.

The user will be prompted by means of a pop up message to except the over return or not.

If the vehicle is your own vehicle then the system will prompt the user for transport costs.

For the transport calculation the user has three options “M”(Manual), “A”(Auto) and “P”(Payload)

If Manual is selected the user must enter the transport cost and discount applicable the value to be entered is the value after discount. If any of the other two transport types are selected the system will calculate the transport cost.

If the transaction was not successful an error messages will be displayed in the application message field.

If the transaction is successful a document number will be assigned to the transaction.

This document can be printed by clicking the print button.

 

 

The data for the return action “N” was inserted to the table order line site movement.

The movements was inserted by the system

 

Data was inserted to the table “Order Line Site Movement Cost”

Document Number and Transport Cost data

 

The return document and the return quantities data was inserted in the table “Order Line Site Movement Assess”.

 

The applicable customer order line’s returned quantity is also updated where applicable.

When the returned qty is equal to the ordered quantity the order line will be closed.

The stock record would also have been adjusted with the return quantity.

 

hmtoggle_plus1Assessment

After parts have been returned the next step is to assess the returned parts in terms of their returned status i.e. Good, Dirty,Damaged and Scrap.

Assessment is done per return document

The user must select the action “Assessment”

The user must select the “Site”

The user must select the “Document”

The user must select the “Checked By” person and click refresh.

The system will now display all the parts and quantities that were returned on the document.

When a user wants to perform the action “Assessment” but another user for the same selected data has the form already open the current user will not be allowed to perform the transaction. A message and icon (next to the Document Number field) will be displayed to inform the current user that the transaction is locked by another user. The current user can now contact the other user to complete his/her transaction or the system will unlock the holding transaction after 30 minutes.

If the icon is green the user will be able to perform transactions.

The comments fields are optional

 

The user must now select the rows and enter the relevant quantities in the columns “Dirty”, “Damaged” and “Scrapped” the good quantity will be updated according to the other quantities entered.

The user must enter a “Dirty” and “Damaged” amount, the discount fields are optional.

 

 

After the transaction is successfully submitted the assessment data is inserted to the table “Order Line Site Movement Assess”.

 

The costs for dirty and damaged are inserted to the table “Order Line Site Movement Cost”.

 

A document can be assessed more than once until the relevant document is processed.

 

hmtoggle_plus1Process

After agreement with the relevant customer in regards of the assessment that was done for a return document the document can now be processed.

Processing are performed per return document

When the process action is performed non stocked customer order lines are created for the dirty and damaged quantities.

Product sales customer order lines are inserted for the scrapped quantities and the requirement is automatically inserted and issued from stock.

For the document that was processed the data is removed from the table “Order Line Site Movement Assess.” And can therefore not be assessed again.

Note: the user must make very sure that the data is correct before committing a process action.

Undelivered and Over return quantities will not be processed these quantities will be dealt with in the function “Site Maintenance Closure”.

If only undelivered or over returns exist for a site, the system will not allow the rows to be processed.

 

If the user is now satisfied that all data has been correctly assessed the next step will be to “Process” the document.

When a user wants to perform the action “Process” but another user for the same selected data has the form already open the current user will not be allowed to perform the transaction. A message and icon (next to the Document Number field) will be displayed to inform the current user that the transaction is locked by another user. The current user can now contact the other user to complete his/her transaction or the system will unlock the holding transaction after 30 minutes.

 

 

 

The order line site movement table was updated. For the lines that was processed the movement type was changed to “P”. For the Over return and Undelivered rows (Order Line Identity = 0) not processed the movement type was changed to “M” these will be dealt with in the function “Site Maintenance Closure”

Dirty

A customer order line is inserted for the dirty costs.

 

Damaged

A customer order line is inserted for the damaged cost

 

Scrapped

A customer order line (Product Sales) is created to recover the cost of the scrapped item

The unit price is determined from the sales cataloque

The requirement is inserted and automatically issued by the system (Stores to Order Requirements movement)

 

hmtoggle_plus1Correction

Corrections can be performed against hire delivery and return quantities

Note: The user will be able to correct data i.e. checked by,driver , vehicle and actioned date as long as there is no invoice for the hire delivery document.

Hire delivered quantities can be changed as long as there is no returned quantity or the document has been invoiced.

 

To correct a Hire Delivery Quantity

Down  adjustment of the quantity

In the actions frame select “Corrections”

Enter the site

The user must select the hire delivery document to be corrected and click the refresh button.

All part numbers and quantities hire delivered on the document will be displayed.

The user now has the option to correct a whole document by changing the new delivery quantity to zero for all lines. (The default quantity will be zero)

Or the user can correct specific rows for the document by entering the correct delivered quantity.

The “Comments” field is mandatory.

On successful apply the system will insert data in the table “Order Line Site Movement”.

 

 

The movement “Order Requirements To Store” is performed by the system

The quantity issued on the customer order line has also been adjusted.

 

The stock record has been up adjusted with the correction quantity.

 

 

Key      Name                                 Type                                        Data

*           Site_Movement_                   Identity  bigint (19 0)         New Id 

            Site_Identity                        bigint (19 0)                          Site Id

            Part_Number                       Part (30 )                              Part Number of transaction       

            Order_Line_Identity               bigint (19 0)                         Order line Identity applicable     

            Document_Number              varchar (50 )                         Hire delivery document number   

            Capture_Date                       datetime                                Getdate

          Action                                  char (1 )                                  D         

            Movement_Type char             (1 )                                          space         

            Move_Quantity                     decimal (16 5)                        Negative Quantity of Adjustment 

            Site_Quantity                       decimal (16 5)                        selected site quantity – move quantity

            Actioned_By                        Employee_ID (20 )                Sign on Employee         

            Actioned_Date                      smalldatetime                        Hire Delivery actioned_date

          Verified_By                           Employee_ID (20 )                  defaults to signed on employee

            Comments_Capturer             varchar (255 )                          as entered on front-end  by user     

          Comments_Verifier        varchar (255 )                          as entered on front-end  by user                 

          Driver                                   Employee_ID (20 )                  from Hire Delivery being corrected

          Vehicle                               varchar (30 )                            from Hire Delivery being corrected

          Unit_Cost                             decimal (16 5)                           0.0       

            Reference_1                         varchar (100 )                           Spaces

            Reference_2                         varchar (100 )                           Spaces

           Amendment_Type        Char(1)                                 Q

 

The user performs a correction of Hire Delivery by increasing the selected quantity (Positive {+ } adjustment)

On the successful commitment of the transaction the system will insert data in the table “Order_Line_Site_Movement”

The movement “Stores To Order Requirements” is performed by the system.

 

The order requirements issued quantity is adjusted.

 

The stock record would have been down adjusted.

 

Key      Name                                 Type                                        Data

*           Site_Movement_                   Identity  bigint (19 0)         New Id 

            Site_Identity                        bigint (19 0)                          Site Id

            Part_Number                       Part (30 )                              Part Number of transaction       

            Order_Line_Identity               bigint (19 0)                         Order line Identity applicable     

            Document_Number              varchar (50 )                         Hire delivery document number   

            Capture_Date                       datetime                                Getdate

          Action                                  char (1 )                                  D         

            Movement_Type char             (1 )                                          space         

            Move_Quantity                     decimal (16 5)                         Adjustment  Quantity

            Site_Quantity                       decimal (16 5)                        selected site quantity + move quantity

            Actioned_By                        Employee_ID (20 )                Sign on Employee         

            Actioned_Date                      smalldatetime                        Hire Delivery actioned_date

          Verified_By                           Employee_ID (20 )                  defaults to signed on employee

            Comments_Capturer             varchar (255 )                          as entered on front-end  by user     

          Comments_Verifier        varchar (255 )                          as entered on front-end  by user                 

          Driver                                   Employee_ID (20 )                  from Hire Delivery being corrected

          Vehicle                               varchar (30 )                            from Hire Delivery being corrected

          Unit_Cost                             decimal (16 5)                           0.0       

            Reference_1                         varchar (100 )                           Spaces

            Reference_2                         varchar (100 )                           Spaces

           Amendment_Type        Char(1)                                 Q

 

Return Corrections

The user will be allowed to change returned quantities that was captured in the system.

Return corrections can only be performed against a specific return document.

In the actions frame select “Corrections”

Enter the site.

The user must select the return document number to be corrected and click refresh.

 

Note: The user will be able to correct data i.e. checked by, driver, vehicle and actioned date as long as there is no invoice for the hire delivery document.

The user will be allowed to change returned quantities that was captured in the system.

Returned quantities can be changed as long as the return document has not been invoiced.

 

If the user wants to update the transport costs only (Transport data in the table “Order_Line_Site_Movement_Cost”) maybe the wrong transport type was previously specified it can be done by clicking the button “Transport Correction” and specifying the new data. The option recalculate can be selected first for the Transport cost type A and P to view the new data before clicking ok.

 

If the vehicle is changed the system will also prompt the user for new transport costs. On click of OK the system will update the transport costs in the table “Order_Line_Site_Movement_Cost” with the new calculated or manualy inserted values.

 

Returned Quantity Corrections

In the actions frame select “Corrections”

Enter the site.

The user must select the return document number to be corrected and click refresh.

The user must now enter the correct returned quantity.

If for the new quantity entered in the row selected an over return quantity exists then the over return quantity will be up or down adjusted first before the order line quantity will be adjusted.

In the table “Order Line Site Movement Assess” the returned qty will be updated with the correction qty.

The customer order line’s quantity will be updated.

Note: If the return document is already assessed the return quantity corrections will also not be allowed.

Comments are mandatory for corrections

On apply the user will be prompted to have the transport costs changed, this is advisable because of quanties that changed.

If the transaction is successful the data is inserted to the table “Order Line Site Movement”

 

The transport costs was updated in the table “Order Line Site Movement Cost”

 

The returned quantity was updated in the table “Order Line Site Movement Assess”

 

The customer order line would not have been changed because the system adjusted the over return quantity first.

The Movement “Stock Adjustment Down” was performed by the system.

The stock record will be down adjusted with the correction quantity.

 

User performs a correction of a (-) return

 

Down adjustment of the quantity

For normal return correction a stores to hire movement is done

For undelivered/overreturn corrections a stock adjustment down is done

 

Key      Name                                         Type                                        Data

*           Site_Movement_Identity              bigint (19 0)                  New Id 

            Site_Identity                                 bigint (19 0)                  Site Id

            Part_Number                                 Part (30 )                       Part Number of transaction       

            Order_Line_Identity                 bigint (19 0)                   Order line Identity applicable     

            Document_Number                       varchar (50 )                   Return  document number         

          Capture_Date                datetime                         movement datetime (sto-hre or sto-adj)

          Action                                         char (1 )                                 

          Movement_Type char (1 )                          S for normal return correction (sto-hre) or  U or O for undelivered or overreturn correction         

          Move_Quantity                              decimal (16 5)                Negative Quantity of Adjustment 

          Site_Quantity                decimal (16 5)                Selected site quantity + move quantity (abs)only for normal return corrections

          Actioned_By                                Employee_ID (20 )         Sign on Employee         

            Actioned_Date                             smalldatetime                return actioned_date

          Verified_By                                  Employee_ID (20 )        defaults to signed on employee

          Comments_Capturer    varchar (255 )                  as entered on front-end  by user               
Comments_Verifier        varchar (255 )                  as entered on front-end  by user                 

          Driver                                           Employee_ID (20 )          from return being corrected

          Vehicle                                       varchar (30 )                    from return being corrected

          Unit_Cost                                    decimal (16 5)                  0.0       

            Reference_1                                varchar (100 )                  Spaces

            Reference_2                                 varchar (100 )                   Spaces

           Amendment_Type                Char(1)                                 Q

 

Up Adjustment of the quantity

For normal return correction a hire to stores movement is done

For undelivered/overreturn corrections a unplanned receipt is done

 

Key      Name                                         Type                                        Data

*           Site_Movement_Identity              bigint (19 0)                  New Id 

            Site_Identity                                 bigint (19 0)                  Site Id

            Part_Number                                 Part (30 )                       Part Number of transaction       

            Order_Line_Identity                 bigint (19 0)                   Order line Identity applicable     

            Document_Number                       varchar (50 )                   Return  document number         

          Capture_Date                datetime                         movement datetime (hre-sto or adj-sto)

          Action                                         char (1 )                                 

          Movement_Type char (1 )                          H for normal return correction (hre-sto) or  U or O for undelivered or overreturn correction         

          Move_Quantity                              decimal (16 5)                Adjustment  Quantity

          Site_Quantity                decimal (16 5)                Selected site quantity - move quantity (abs)only for normal return corrections

          Actioned_By                                Employee_ID (20 )         Sign on Employee         

            Actioned_Date                             smalldatetime                return actioned_date

          Verified_By                                  Employee_ID (20 )        defaults to signed on employee

          Comments_Capturer    varchar (255 )                  as entered on front-end  by user               
Comments_Verifier        varchar (255 )                  as entered on front-end  by user                 

          Driver                                           Employee_ID (20 )          from return being corrected

          Vehicle                                       varchar (30 )                    from return being corrected

          Unit_Cost                                    decimal (16 5)                  0.0       

            Reference_1                                varchar (100 )                  Spaces

            Reference_2                                 varchar (100 )                   Spaces

           Amendment_Type                Char(1)                                 Q

 

When the user returns a quantity on a part and there is an over return qty specified but all the requirements for the part have not been issued a warning message will be displayed.

Example: The ordered quantity = 20. The requirements issued = 18.

Now the user on this order line returns 20. According to the system there is an over return of 2 but in the same time the system also recognizes that all the requirements were not issued on the order line therefore the user is warned to make sure if it is really an over return.

 

 

hmtoggle_plus1Analysis

When this action is select the function "Site Movement Analysis" will be opened and the can select various parameters dependant on the data the user want to be displayed.