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Entering a WIP Sheet
Once a Sheet is in WIP status, any MOD User can enter it, but only the Authorizer, the Controller, and those to whom these two have delegated their authority to do so, will be able to do any work on the Sheet.
To enter a MOD Sheet that is in the WIP queue, choose the WIP Control screen, and from there, enter the Sheet by the Direct method or the Search method. The Direct method is used when you know the Sheet number, and even though it is 'MOD000043', you can simply type '43' and choose OK, i.e. only the significant digits have to be specified. The Search method will find the Sheet for you if you do not know the number.
When the Sheet is entered, we notice the following tabs for the screen -
As can be clearly seen, we have the Headers (which we will look at in a moment), we have the Quote Items and the Input Costs, the WIP Notes (or WIP Messages), and we have the WIP Options. The WIP Options is the primary activity area for further processing on the Sheet, but before we look at that, let us review the other areas. 
The QUOTE ITEMS page includes all the Quoted Items and the Customer who the work is being done for, but there is no longer a function to re-select the Customer. Options to drill into the Customer Master and CRM still remain available.
The INPUT COSTS page still has the Input Cost detail, and these may be worked on further, i.e. new Items may still be added, and current Items may still be amended. However, any changes to the Input Cost Items that exceed previously approved Budgets for the Sheet will require that the Authorizer load additional Budget Values before excesses on the approved Budget Values will be accepted for processing of the related Transactions.
The WIP Notes page is present for purposes of reviewing history of the Sheet, i.e. all prior WIP Messages on the Sheet, plus additional (new) Messages may be sent at any stage, e.g. to request further Approvals, to inform other Users who work on the Sheet of relevant developments, etc.
The WIP Options page is the major area that will be used during the Manufacture cycle, and we will now have a look at the options on this page.
There are 22 Steps or Options listed, and we will zoom in to have a look at each group of these functions.
Control Change: -
Approvals and Additions: -
Stock and Charges: -
PO Processing: -
Before any Purchase Order can be processed, the PO Requisition must first be approved by the Authorizer. This is done by dbl-clicking the Requisition on the Input Costs Grid, which will open the PO Control Sheet, and where an APPROVE option will be found.
Once the Purchase Order is approved, it is selected from function 10, which will open the Purchase Order, and processing can take place as per normal Purchase Order processing. However, Landed Costs and Duties processing will be enforced to conform to the allowed and approved Budget. Once all processing on the 
Once all processing on the Purchase Order is complete, it has to be closed with the close function
Notice also the Delegation Image, which allows the Authorizer to delegate control of the Landed Costs and Duties Budget to the Controller. If the Authorizer chooses not to delegate this Function, then the Landed Costs and Duties may be neither over nor under utilized, and the Purchase Order cannot be closed until these Items have been fully utilized. Therefore, if some Landed Costs come in below the original Budget, then the Authorizer will have to reduce the Budget before the PO can be closed.
Drills and Views: -
Function 11 allows you to render or view the Quotation, whereas function 13 will open the Job Master record for this Sheet, and from there you may drill into the Transactions. Function 12 will offer some options -
Reversals and Adjustments: -
Final Steps: -
The final steps are usually processed only when all other Actions have been performed.
Function 17 will facilitate the re-charging of Cost Elements from the Input Costs grid.
Function 18 will automatically re-charge Deposits received, crediting the Customer Account.
Function 19 charges the Customer Account with Quoted Items.
Function 20 is used for Delivery Notes, and will allow Items to be delivered in stages, i.e. with multiple Delivery Notes. However, the system will not allow Items to be delivered if the Charges exceed the Customer Credit limit, or at least not until the Amount is settled or the Credit limit raised.
Function 21 is normally performed only when no other Actions remain to be performed, as this will allocate the Margin correctly, and leave the Job with a Zero Balance. Should something be overlooked and performed subsequently, then the system will refuse to close the Job until another Margin Allocation is performed, i.e. the Job cannot be completed and closed until it has a Zero Balance.
Function 22 is the final step, i.e. to close the Job, as it has been completed. The system will check that no items or actions remain unfinished before it will allow this action to be performed. © Infolab, 2005. |