Stock - Check List
Menu Selection: Document - Stock - Check List
Purpose
This document allows the user to modify, finalize and print off check lists.
Prerequisites
A check list is generated automatically from the Sales - Order document. It requires the same prerequisites as the Stock - Check List Template document.
Context
A check list is generated automatically from the Sales - Order document. After the check lists are generated, they should be updated with any changed information, and then printed out and shipped with the product.
The key for a check list is the serial number is generated from four items. Firstly it consists of the prefix. This is followed by a hyphen, and then the number stored in the check list family. This is followed by a hyphen, and then the description stored in the first line. This is followed by a hyphen, and then the description stored in the second line.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Serial No | Yes | Type in the serial number (or click the right mouse button) and select the key from the list. |
| Date | Yes | Type in the date the check list was created. This field should already be filled in. |
| Ant Ship Date | Yes | Type in the anticipated ship date. |
Lines of the Document |
||
| Field | Enterable? | Instructions |
| Description | Yes | Displays the default descriptions established in the Stock - Check List Template document. This can be changed if necessary. |
| Name | No | Displays the name of the company or individual receiving the checklist. |
| Order No | No | Displays the order number the check list was generated from. |
| Contact | No | Displays the name of person in the organisation. |
| Address | No | Displays the address of the company or individual. |
| Suburb | No | Displays the suburb of the company or individual. |
| Act Ship Date | Yes | Type in the actual ship date of the item and check list. |
| Description | Yes | Displays the checklist description. This can be overtyped, but is not recommended unless necessary. |
| Check Box | Yes | Tick this box once the associated item is complete. |
| Text | Yes | Type in an additional text. |
| Signed Date | Yes | Type in the date the document is signed. |
From Here
Once the checklist has been finalized, it should be printed out and shipped with the product in question.