DBA Help

(Jobs – Job Issues)

This screen is used to issue stock to jobs.  

Link:

  Training Guide - Job Issues

Screen Details

Upper Panel

Job No

This identifies the job being processed.  The lookup is confined to jobs with a status of ‘RELEASED’.  

Job Name, Status  

These fields help identify the job currently displayed on the screen.

Issuing Tab

Upper Panel

Limit Work Center To:

Ideally, stock is issued as needed to each work center where it is consumed, rather than to the job as a whole.  You can use this filter to limit the job detail lines in the grid below to just those assigned to a particular work center.  The lookup is limited to just those work centers that pertain to this job.  

Issue List Button

Click this button to print an “issue list.”  The issue list provides a listing of the stock items to be issued (descriptor line items are not included).  After printing the issue list, you physically issue the job and indicate on the issue list the locations and characteristics associated with your transactions.  You then return to this screen to record your transactions and update inventory.  Before printing, you are presented with this selection screen:  

Report Options

Use the Print checkbox to select or de-select the fields you want included on the issue list.  You can change the order by clicking into the Sort Order field on those cells in the grid that are not grayed out.  

Stock Qtys (Recommended)

We recommend that you select this option, which lists available stock on hand by location and characteristic sets.  This makes it much easier to find stock and to indicate from which location stock was issued and what characteristics were used.  

Orientation

You can select the Portrait or Landscape option to achieve a vertical or horizontal style printing layout.  

         Select Job Lines

Select this option if you wish to limit the issue list to selected job detail lines.  When you select this checkbox, a panel displays below within which you can select or de-select the Include checkbox to determine which lines get printed.

Print Button

After your selections are completed, click this button to print the issue list.  Here is a sample:  

Pre-Fill Button

Click this button to “pre-fill” the Issued Qty column in the grid against job detail lines where a selection process is not required, which occurs under the following conditions:

Pre-filling from the primary location

You have the option of limiting pre-filling to each item’s Primary Location and ignoring stock on hand in secondary locations.  To achieve this, go to the Inventory Defaults screen and in the When Stock Is in Multiple Locations panel, select the Pre-Fill from Primary Location option.    

Update Button

After your entries are completed, click this button to perform the following processes:  

Job Lines

All of this sales order’s line items are displayed in the grid and are sorted Line No order.  

Issued Qty

When this field is not grayed out, you can enter the issued quantity.  When the field is grayed out, direct entry is prohibited and you must make entries in the Issue Detail sub-tab below.  

NOTE1: When the Issued Qty is equal to the Remaining quantity, this amount is displayed in bold blue text, which gives you a visual cue that this line item has been picked in full.  

NOTE2: Negative stock on hand is not permitted.  Therefore, you cannot enter an Issued Qty greater than the On Hand quantity.  

Direct Entry

The Issued Qty field is available for direct entry under these conditions:  

Issue Detail Required  

The field is grayed out under these conditions and entries must be made in the Issue Detail sub-tab:  

Remaining

This is the line item’s remaining quantity, which is its quantity issued to date subtracted from its Job Qty.  

On Hand

This is the total stock on hand among all locations.  

NOTE1: This amount is displayed in bold red text when it is less than the Remaining quantity.  This gives you a visual cue that this line item cannot be picked in full.  

NOTE2: This field is left blank on descriptor line items.  

Sequence

This is the job routing sequence to which this job detail line is assigned.  

Work Center

This is the work center associated with the job routing sequence in the field at left.  

Line No, Reference ID, Description

These fields identify the line item.  

Job Qty, UM

This is the line item’s job quantity and unit of measure.  

Unit Cost

This is the unit cost that will get applied to this issuing transaction.  In the case of a stock item, this is the item’s current Inventory Cost.  In the case of a descriptor, this is its current Estimated Cost.  

Cost Class

This is the Cost Class value from the job detail line.  

Issue Detail Sub-Tab

Upper Panel

Line No, Ref ID

These fields identify the line item highlighted in the Job Lines grid above.  

Magnifying Glass Icon

Click this icon to launch the Stock Status inquiry screen for this stock item.  

Qty to Issue  

This is the quantity to be issued, which is equal to the line item’s Remaining quantity in the grid above.  

Tot Issue Qty

This is the total Issued Qty in the grid below.  

Balance

This is the Tot Issue Qty subtracted from the Qty to Issue, which is the balance remaining to be issued in order to issue this line item in full.  

Grid Fields

Each line in the grid represents the stock on hand for each location and unique set of characteristic values.  

Issued Qty

Enter the quantity to be issued against this location and set of characteristic values.  

NOTE1: Negative stock on hand is not permitted.  Therefore, you cannot enter an Issued Qty greater than the Stock Qty.

NOTE2: When the word ‘Transitory’ is displayed in red text, it indicates that this is a ‘Transitory’ location from which stock cannot be issued.  Transitory locations are used for a temporary process such as inspection.  Using the Stock Transfer screen, stock must be transferred from the transitory location to a non-transitory location and then the stock can be issued to jobs.

Location

This is the location associated with this stock quantity.  

Primary

This read-only checkbox identifies the stock item’s Primary Location (as designated in the Stock Items screen).  

Transitory

This read-only checkbox is only visible when a “transitory” location is displayed.  A location flagged as Transitory is used for a temporary process such as inspection or transfer between warehouses.  Stock cannot be picked from a transitory location, but transitory stock is displayed here for reference purposes so that you are aware of its existence.  

Stock Qty

This is the quantity on hand associated with this location and set of characteristic values.  

Characteristic Fields

The remaining columns are only visible when the item is assigned to tracking characteristics such as lot and serial control.  

Transactions Sub-Tab

All previously updated issuing transactions for this line item are displayed on this sub-tab.  

Return Button

Click this button to return all or a portion of the transaction quantity to stock or to reverse an issuing transaction that was made in error.  You are presented with this screen:  

Return Job Issue Screen

Received Qty

This is the quantity to be returned to stock.  It defaults to the full transaction quantity, but you can decrease the quantity if you wish to return a partial quantity to stock.  

Location

This is the location to which the stock will be returned.  It defaults to the transaction location, but you can use the lookup to select an alternate location, if applicable.  

Receipt

This read-only checkbox is selected for reference when this location is the item’s default Receipt Location, as designated in the Stock Items screen.  

Capacity

This reference field is this item’s storage capacity for this location.  

NOTE: If you want to view existing stock in any location, use the lookup in the Location field and on the location lookup screen, click the magnifying glass icon in the lower panel to view any location’s stock on hand.  

Batch History Tab

Each time the Update process occurs, all the transactions associated with the update are assigned to a “batch” number.  This job’s batches are listed on this tab.  

Upper Panel

Display Batch History

This checkbox is selected by default.  When selected, the screen is occupied by two grids: a listing of batches in the upper grid and a listing of Batch Transactions in the lower grid, limited to the batches selected in the upper grid.  If you clear this checkbox, the Batch Transactions grid occupies the entire screen and lists all transactions for all batches.  

Dispatch Button

This button is only visible when the Display Batch History checkbox is selected at left.  You have the option of picking stock on the Issuing tab before you physically issue the stock from the warehouse.  After Update processing is completed, you can immediately access this tab and click this button to print a “dispatch list” to use as a guide for physically issuing the stock.

NOTE: Click the selection checkbox to the left of each batch you want included in the dispatch list.  You can combine multiple batches into one dispatch list, if you wish.  

After clicking the Dispatch button, you are presented with this screen:  

Dispatch Options

Use the Print checkbox to select or de-select the fields you want included on the dispatch list.  You can change the order by clicking into the Sort Order field on those cells in the grid that are not grayed out.  

Orientation

You can select the Portrait or Landscape option to achieve a vertical or horizontal style printing layout.  

Print Button

After your selections are completed, click this button to print the dispatch list.  Here is a sample:

Upper Grid

All update batches for this job are displayed in this grid.  

NOTE: This grid is only visible when the Display Batch History checkbox is selected at left.  

Selection (Checkbox)

This checkbox is selected by default against all batches that have a blank value in the Last Printed column.  Selecting this checkbox serves two purposes:  

Batch No

This number identifies the batch and is automatically assigned by the program.

NOTE: Each Batch No is unique such that no two jobs ever have batches with the same batch numbers.  

Batch Date

This field shows the date and time the batch was created.  

Last Printed

When you print a hard copy of the dispatch list, the date and time is captured in this field.  

NOTE1: This field does not get updated when you preview the dispatch list. It only gets updated when you print a hard copy on your printer.  

NOTE2: This field only gets updated the first time you print the dispatch list.  It does not get updated when you reprint the dispatch list.  

Batch Transactions Grid

When the Display Batch History checkbox in the upper panel is cleared, this grid occupies the entire screen and provides a listing of all issuing transactions for this job.  

When the Display Batch History checkbox in the upper panel is selected, this grid occupies the lower half of the screen and only lists transactions associated with batches that are selected (via the checkbox) in the Batch History grid above.  

NOTE: Transactions displayed in bold blue text are associated with the batch that is currently highlighted in the upper grid.  

Button

Output  

Click this button to output the contents of the grid to an Excel spreadsheet, CSV file, HTML file, or to the printer.  

Transactions Grid  

NOTE: Transactions displayed in bold blue text are associated with the batch selected in the upper grid.