Received From Production Floor
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the “Received from Production Floor” document preparation options.
Before we begin, let us understand about the need of Received from Production Floor Entry and the relevance of this particular activity.
If you are involved in manufacturing activities, you will need to account for Finished Goods produced by your production Floor. Also sometimes production floor returns unused raw materials or consumables which you need to account for in your inventory records. For this you will need to prepare a Received from Production Floor Document.
You can create “Received from Production Floor” document under Production Module of AlignBooks.
The key functions of Received from Production Floor Module are:
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Creation of a New Received from Production Floor Document,
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Modification of an existing Received from Production Floor Document;
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Deletion of an existing Received from Production Floor Document.
Configuration:
AlignBooks provide you the facility to configure your Received from Production Floor documents with respect to choice of maintaining multiple series of documents, choice of sending Email and SMS on creation/edit/approval of the document and for Approval System setting etc.
Let’s now understand how to create a New Received from Production Floor document in simple steps.
You have three ways to prepare a document;
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Enter fresh data for the first time;
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Open an existing document and use the “Copy” feature of AlignBooks to make the necessary changes. This will save your time and efforts;
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If you have data in an Excel Format, Import data and make the required changes.
Let’s enter the fresh set of data for the first time
 Location: If you are handling multi locations, select the required location from the dropdown menu. This field is available only if you have configured “Multi location “ON” in configuration ->Company Setup->General Setup”.If your desired Location does not exist in the menu, you can create a New Location by clicking on  option within the dropdown menu. You can also Edit or Delete a Location from Here. Select a Location to be edited/deleted and then click on  . The Location will be opened in Edit mode and you can edit it and save by click on  . You can delete it by click on  .
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 Category : If you are classifying your document in different categories, select the applicable category from the drop down menu. This field is available only if you have configured “Document Classification - ON” in Configuration ->Company Setup->Inventory->Basic.You can Add, Edit or Delete a Category by following the process described under Location Tab.
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 Warehouse : Select the Warehouse from the drop down menu from where the goods are being issued. This field is available only if you have configured “Warehouse “ON” configuration ->Company Setup->Inventory->Basic”.
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 Receipt Date : Enter the date of Receipt from Production Floor which you wish to reflect in the document. By default, the system will take the current date. You can also pick a different date by just clicking on the calendar function.
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 Production Floor : Select a production floor to which the materials are issued. You can Add, Edit or Delete a Production Floor by following the process described under Location Tab.
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 Pull From :This field is used to import data from the parent document. Upon selection, a list of parent documents will be on display. If there is no parent document linked, this option will be shown as “Disabled”
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 Lookup : This option will work like a Bar Code. If you enter an item Code, the system Pick-up the relevant details automatically.
So far we have entered the relevant details to clearly identify the Issue to Production Floor document. We will now enter the specific Item or Product details to generate an Issue to Production Floor document;
 : Click here to add a Row to the table.
 : Click here to delete a row from the table.
Item Code : Select an Item code from the drop down list. Click on to add a new Item.
Description : System will fill the description details automatically from Item Master.
Unit : System will fill the unit details automatically from Item Master.
Quantity : Enter the Item Quantity here.
Rate : System will auto calculate and pick the rate of item based on your stock valuation method.
Amount : System will calculate the Amount automatically i.e. with the multiplication ofQuantity x Rate.
Remark : If you wish to put any remark against an Item, enter here.
Item Balance : System will display the Stock in hand of this particular item.
The table is dynamic and some extra columns in the table would appear based on your Configuration in Company Setup. If you set up these fields, you will need to enter relevant values in columns created for each item Row.
The columns which will appear based on Configuration in Company Setup are:
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Column
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Will appear if
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Pack Unit
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Inventory -> Basic-> Separate Packing Unit – “ON”
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Pack Qty
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Inventory -> Basic-> Separate Packing Unit – “ON”
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Item Serial No.
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Inventory->Item Extended Property-> Item Serial no. Tracking– “ON”
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Batch No.
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Inventory->Item Extended Property->“Batch wise Inventory - “ON”
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User Defined Item
Attributes 1-5
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Inventory->Item Attributes-Required
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 Remark : Input here any remark pertaining to the document.
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 Attachment : Here you may upload any supporting documents, which can be used for the future reference. You can browse the location to attach the same. Click on “X” to remove the attachment.
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 User Defined Fields 1-5 : During the Inventory Setup (->Inventory Setup->Inventory Document Custom Fields) if you have selected user defined fields, these will appear with the caption provided by you for these extra fields. You may enter the relevant values/data in the applicable field.
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 Click on  to save the document prepared by you.
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 Click on  to print the document prepared by you. Click here “Print Utility”, to know more about this utility..
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 If you want to send a Email or SMS, Click on  beside Mail and click on Email or SMS.
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  : Before clicking this option make sure that the data entered is no more required by you; the moment you click on this option the system will erase all the data and give you an empty screen to enter fresh data.
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 Import : Click on  to Import Data and select a file from which Data is to be imported. Click here “Import Utility”, to know more about this utility.
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 Schedule : If you want to create a schedule for this document, click on  . Click here “Schedule a Document”, to know more about this utility.
You have completed Issue to Production Floor document.
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 Open : Click here to open an existing Issue to Production Floor document.Click here “Open a Document”, to know more about this utility.
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 Copy : Click here to copy the values from an existing Issue to Production Floor document. Click here “Copy from a Document”, to know more about this utility.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
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