This report is used to manage your project.
Requisitions:
As required the items can be marked for Requisition. This might be carried out on site by a project manager.
Then click on the SendRequisition button to notify the Purchasing Officer of the new requisitions required.
When the items are filtered there is an option to requisition all. This will populate all items as required (based on the original quantity required in the quotation and based on the filters set example: items for one house might be required). Also an option to clear all if a change is required.
Purchase Orders:
Project Purchase Orders can be placed simply by clicking on the order button. All items that have already been marked for requisition will be included in the order. When selecting a supplier only the suppliers that are set in the items marked for requisition will be available for selection.
Add an special requirements (special notes or requirements for the order).
Items will be ordered on a line by line basis (this is so each line can be tracked separately in the project stock tracking report). There is an option to combine all of the same items - click on combine items (combines all of the items into one line for each item).
While still in draft mode the items can be deleted from this order. Also you have an option to edit the purchase price in case you have been able to negotiate a special deal on the price.
Delivery address: The delivery address is set to the address of the project. There is an exception where stock items (edit in stock items) have been restricted to only one delivery address. There is an option to select a different address if required.
When you click next you are presented with a challenge to confirm the delivery address before proceeding to confirm the order.
After confirmation there is still one further option to edit the delivery address.
Then you are presented with an option to view (download in PDF format) the order or to click on SendMail (send the PDF attached to an email directly to the supplier).
Orders can be viewed in the Orders tab.
Order status:
Draft - in draft format (the items on the PO can still be edited / deleted)
Prepared - The PO has been completed
Ordered - The PO has been sent to the supplier
Received - The items on the PO have been received (all items are received)
Partial - Only some of the items have been received
Deleted - All items on this PO have been deleted
To prepare manual Purchase orders - click here
Tracking orders
Once an order has been placed this is presented on the Project stock tracking.
The anticipated delivery date is displayed (based on the lead time set in items).
When items have been received this is displayed. The items will have been received into the stock on hand and these can be found in the stock on hand report also.
Installations
As items are installed these can be updated onto the project stock tracking report. Note: if more items are installed than were originally allowed for in the quotation the quantity will be displayed in red.
Items marked as installed will automatically be reduced from the stock on hand quantity.
This is a helpful report when preparing interim bills / invoices.
Please NOTE: When an item is marked as installed, this will automatically remove the item from your stock count (stock on hand).
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