Stock - Check List Template
Menu Selection: Document - Stock - Check List Template
Purpose
This document allows the user to create check list templates.
Prerequisites
There must be product master records established in the database via the Stock - Account document. The check list families must be established in the Parameters - Check List Family document.
To use the Copy function, there must also exist at least one check list template.
The Manufacturing Work Orders field in the company data must be set to Y.
Context
This document should be used when you need to create serial numbers, and check lists for items on a Sales - Order document. The Product Code field in the head of the document should be identical to the product code field specified on the Sales - Order. If the Create Serial Nos, on the Sales - Order is ticked, check lists, and serial numbers are created. The serial numbers are placed on the line below the product, and the check lists are created in the Stock - Check List. The check list template allows you to specify the default information on check list.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Product Code | Yes | Type in the product’s key (or click the right mouse button) and select the key from the list. |
| Prefix | Yes | Type in a prefix for the serial numbers that will be generated. |
| Family | Yes | Type in the check list family’s key (or click the right mouse button) and select the key from the list. |
| Comments | Yes | Type in a line of comments about this check list template. |
| From Product | Yes | Type in the product’s key (or click the right mouse button) and select the key from the list. This is the product that the checklist will be copied from when the user clicks the Copy button. |
| Product Description | No | Displays the short description of the product. |
Lines of the Document |
||
| Field | Enterable? | Instructions |
| Details | Yes | Type in the detail of this line. For example: "Engine". |
| Product Code | Yes | Type in the bill of material product’s key or the product's key (or click the right mouse button) and select the key from the list. This is used to generate the description. |
| Line No | Yes | Type in the line number of the bill of materials which is to be used for the description. |
| Description | Yes | Type in
the default description for the corresponding line.
This can automatically be generated from the description from the bill of materials line (specified by the Line No field), for the product selected on this line. If the Line No field is blank, then the description is generated from the description in the product master record for the product specified. If the description field is blank, clicking the Refresh button will fill in this field. |
| Check List | Yes | Type in the checklist information. |
Transaction Processing
| Button | Description |
| Refresh | Clicking the Refresh button will update the description field is blank |
| Copy | Clicking the Copy button will copy the lines of the From Product check list template to this check list template. |
From Here
You are able to create serial numbers and check lists in Sales - Order document.