Course Assignment - Qmuzik Technologiesapps.qmuzik.com/Training/qm8pdf/Movements.pdf · 2018. 2....

Movements Course Assignment

VERSION 15

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Movements

Against

Purchase Orders

Movements

Against

Work Orders

Stores

Movements Movements

Against

Customer Orders

Receive parts into inspection

Move parts from inspection into a store

Receive Parts from Supplier into Store

Return parts to a supplier

View journals created

Define

Movement

Reason Codes

Issue goods against a requisition

Scrap parts in stock

Perform stock adjustment

Perform a stock transfer

Perform an unplanned receipt

Stores to Customer(Counter Sales)

Issue parts against a works order

Move parts from works order into stock

Return parts to a works order

Move parts from production to scrap

Issue parts against a customer order

Ship the customer order

Receive parts returned from customer

MOVEMENTS

S

Counter%20Sales.doc

Revision 15 : 29 July 2005 Page 4 Movements : Course Assignment

INTRODUCTION

This course addresses all transactions (movements) which causes a change of a particular quantity on hand. These movements are grouped against purchase orders, works orders and customer orders. Other movements are grouped under stores movements.

OBJECTIVES : You will learn how to:

GENERAL : Movement Directions Movement Reason Codes

MOVEMENTS AGAINST PURCHASE ORDERS

EXERCISE 1.1 : Receive Parts on an Outstanding Purchase Order Line into Inspection

EXERCISE 1.2 : Move Parts from Inspection into a Store

EXERCISE 1.3 : Receive Revision Parts into Store

EXERCISE 1.4 : Return Parts to a Supplier

EXERCISE 1.5 : View the Movement History Details and Journals Created

MOVEMENTS AGAINST WORKS ORDERS (PRODUCTION, INTERNAL REWORK, ETC.)

EXERCISE 2.1 : Issue Parts (Requirements) against a Works Order

EXERCISE 2.2 : Receive Parts into Stock from the Works Order

EXERCISE 2.3 : Return Parts to the Works Order

EXERCISE 2.4 : Perform a Production-to-Scrap Transaction

MOVEMENTS AGAINST CUSTOMER ORDERS

EXERCISE 3.1 : Issue Parts against a Customer Order

EXERCISE 3.2 : Ship the Customer Order

EXERCISE 3.3 : Receive Parts Returned from Customers

STORES MOVEMENTS

EXERCISE 4.1 : Issue Goods against a Requisition

EXERCISE 4.2 : Scrap Parts in Stock

EXERCISE 4.3 : Perform a Stock Adjustment Up

EXERCISE 4.4 : Perform a Stock Transfer

EXERCISE 4.5 : Perform an Unplanned Receipt

APPENDIX A : Presenter’s Notes


IMPORTANT TO KNOW

The following settings on the System Configuration function govern the working of Movement functions. Please study the online help for these settings.

Stock Valuation Method Purchase Order receiving days early Purchase Order receiving days error Decimal movements allowed Ration checker production sensitivity % UOM force predefine of conversion UOM Overreceipt % max

The following settings on the Product Master function govern the working of Movement functions. Please study the online help for these settings.

Stock Application tab

The following functions are needed to setup data needed in the movement related functions. Please study the online help for these functions. Store Unit of Measure Inspection Criteria Commodity Code Part Stock Location Part UOM Conversion Order Cross Reference Stock Allocation


The following functions should be part of security profiles to be able to work through this course.

STORE TO REQUISITION STORE TO ORDER REQUIREMENTS STORE TO SCRAP STORE TO PRODUCTION STORE TO SUPPLIER STORE TO ANOTHER STORE STORE TO INSPECTION STOCK TRANSFER STOCK ADJUSTMENT UP STOCK ADJUSTMENT DOWN REQUISITION TO STORE ORDER REQUIREMENTS TO STORE SCRAP TO STORE PRODUCTION TO STORE SUPPLIER TO STORE INSPECTION TO STORE STORES TO CUSTOMER CUSTOMER TO STORES STORES TO CRATING TRANSFER TO STORE CRATING TO STORE UNPLANNED RECEIPT UNFINISHED PRODUCTS TO STORES MOVEMENT REASON CODES MOVEMENT HISTORY


GENERAL

MOVEMENT DIRECTIONS

All movements are initiated through this user defined graphical representation. You initiate a movement by performing a click drag action. See the above diagram for all the available movement directions. The figure below shows the different ‘Hotspots’.


MOVEMENT REASON CODES

Use the MOVEMENT REASON CODES function to add reason codes. A Movement Reason Code represents a formally defined reason for certain movements. Certain MOVEMENTS require a reason when the movement is done.

FIGURE A

MOVEMENT REASON CODES

NOTES:

The code is user defined.

Step 3: Select the movements on which the current reason code must be applicable.

Follow the steps in fig A to add a new code.

Tips: 1. The following Movements use reason codes:

a. Stores to Scrap b. Production to Scrap c. Order Requirements to Scrap d. Movements to and from Quarantine e. Customer Returns f. Supplier Returns g. Stock Adjustments h. Unplanned Receipts.

2. Once a Reason Code is used on a movement it cannot be deleted.


MOVEMENTS AGAINST PURCHASE ORDERS

EXERCISE 1.1

RECEIVE PARTS ON AN OUTSTANDING PURCHASE ORDER

LINE INTO INSPECTION

FIGURE 1.1

SUPPLIER TO INSPECTION

NOTES:

Movement profiles are set up via the Stores function. Refer to the Company Configuration course assignment.

Go to the Movements function.

Drag from Supplier to Inspection.

EXERCISE 1.2

MOVE PARTS FROM INSPECTION INTO A STORE

FIGURE 1.2

INSPECTION TO STORES

NOTES:


Drag from Inspection to Stores.


EXERCISE 1.3

RECEIVE PARTS INTO STORE

FIG 1.3

RECEIVE PARTS

INTO STORE

NOTES:

Step 7: Note that for the same part we may have different revision numbers. The ordered revision number will display I this field. Different revisions of the same part may not be stored in the same location.

EXERCISE 1.4

RETURN PARTS TO A SUPPLIER

FIGURE 1.4A

STORES TO SUPPLIER

NOTES:

This movement function is also used to do movement corrections (e.g. if the storeman has entered the wrong quantity).


Drag from Stores to Supplier.

RETURN ADVICE

This field is used to specify the actual number of your return advice for goods returned to the selected Supplier. When a line is selected in the "Available Lines" list box, the return advice number must be confirmed or entered. If a number is entered in this field and an invoice line is automatically created for the return when the Creditors invoice is opened. If no return advice number is entered the system regards it as a correction only. A correction may be necessary when goods were received against the wrong purchase order line. No credit link is created in this case.


EXERCISE 1.5

VIEW THE MOVEMENT HISTORY DETAILS AND JOURNALS

CREATED

FIGURE 1.5A

MOVEMENT HISTORY

NOTE:

Go to the Movements History function. In this function you can view all movements on a specific part or order number (purchase orders, customer orders and works orders) or on a specific order number, line and completion date.

The results on Fig 1.5B represents all movements against the selected part in fig 1.5a. We ses movements from supplier to store, inspection to store and supplier to inspection.

FIGURE 1.5B

MOVEMENT HISTORY DETAILS

Results of your search argument in fig 1.5A.

Select one of the lines by double clicking on it.


FIGURE 1.5C

MOVEMENT HISTORY

Transaction detail I

FIGURE 1.5D

MOVEMENT HISTORY

Transaction detail II

The drilldown view on the movement you selected in fig 1.5B.

Fig 1.5E

MOVEMENT HISTORY

Journal Detail

Select ‘Journal Detail’ on the ‘Movement History’ Header.

Reselect a line and double click on it.

This will display the journals that were written when movement took place.


MOVEMENTS AGAINST WORKS ORDERS

(PRODUCTION ORDERS, INTERNAL REWORK ORDERS, ETC.)

EXERCISE 2.1

ISSUE PARTS (REQUIREMENTS) AGAINST A WORKS

ORDER

FIGURE 2.1

STORES TO ORDER

NOTES:

This movement type is used to issue parts against all order types.


Drag from Store to Order Requirements.

EXERCISE 2.2

RECEIVE PARTS INTO STOCK FROM THE WORKS ORDER

FIGURE 2.2

PRODUCTION TO STORE

NOTES:


Movement opens with ‘Order Type’ as ‘Production’.

On selecting any ‘Stock’ (Step 4) it’s ‘Location’ will automatically populate in ‘Location’.


EXERCISE 2.3

RETURN PARTS TO THE WORKS ORDER This movement allows you to return parts to production against works orders previously received into stock.

FIGURE 2.3

STORES TO PRODUCTION

NOTES:


Drag from Store to Production.

EXERCISE 2.4

PERFORM A PRODUCTION-TO-SCRAP TRANSACTION

FIGURE 2.4

PRODUCTION TO SCRAP

NOTES:


Drag from Production to Scrap.


MOVEMENTS AGAINST CUSTOMER ORDERS

EXERCISE 3.1

ISSUE PARTS AGAINST A CUSTOMER ORDER

FIGURE 3.1

STORES TO CUSTOMER ORDER

NOTES:


Drag from Store to Order Requirements.


EXERCISE 3.2

SHIP THE CUSTOMER ORDER

FIGURE 3.2A

SHIP TO CUSTOMER

NOTES:


Drag from Production to Customer.

FIGURE 3.2B

SHIP TO CUSTOMER

NOTE:

Select or Deselect the lines to be shipped.

Set the ‘Ship Quantity’ to desired quantity.

Step 3: Print the delivery note.


EXERCISE 3.3

RECEIVE PARTS RETURNED FROM CUSTOMERS

FIGURE 3.3A

RETURN FROM CUSTOMER

NOTES:


Drag from Production to Customer.

FIGURE 3.3B

Tip: 1. For all reverse movements, you must identify the forward movement that you are returning. Already returned quantity will be displayed in the line on the ‘quantity returned’ field.


STORES MOVEMENTS

EXERCISE 4.1

ISSUE GOODS TO A REQUISITION

FIGURE 4.1

STORES TO REQUISITION

NOTES:


Drag from Stores to Requisition.

EXERCISE 4.2

SCRAP PARTS IN STOCK

FIGURE 4.2

STORES TO SCRAP

NOTES:


Drag from Stores to Scrap.

For ‘Scrap’ movements it is possible to specify a responsible organisation.


EXERCISE 4.3

PERFORM A STOCK ADJUSTMENT UP

FIGURE 4.3A

STOCK ADJUSTMENT UP

NOTES:

This function is used to increase the quantity on hand for stocked items.


Drag from Adjustment to Stores.

FIGURE 4.3B

STOCK ADJUSTMENT DOWN

NOTES:

This function is used to decrease the quantity on hand for stocked items.


Drag from Stores to Adjustment.


EXERCISE 4.4

PERFORM A STOCK TRANSFER

FIGURE 4.4

STOCK TRANSFER

NOTES:

This function allows you to transfer stock between stores or stock locations or divisions.


Drag from Store to Store.

EXERCISE 4.5

PERFORM AN UNPLANNED RECEIPT

FIGURE 4.5

UNPLANNED RECEIPTS

NOTES:

This function is used to receive any stocked items into stock that are not related to any defined type of order.


Drag from Adjustment to Stores.


LESSON SUMMARY

On completion of the movement course, students will be able to do the various movements. They will be able to view movement history and journals created.

TO DO THIS

Define a Movement Reason Code Use the MOVEMENT REASON CODE function

Do a Movement. Initiate the kind of movement by clicking and dragging on the applicable graphics.

View Movement History and Journals. Use the MOVEMENT HISTORY function. Use the SETTING tab. Use the DETAIL tab.


APPENDIX A

PRESENTER’S NOTES

All students must have the necessary profiles: a. Use the Store function to assign movements to students. Link all movement types. Use data as created in other course assignments or create your own data to allow the students to perform all the movement functions in this assignment.

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