To create a new request for document that registers issue of workwear and tools that are intended for employees of specific department or view the existing requestsdocuments, go to Asset managementManagement > Workwear and Tools Documents > Workwear and Tools Issues.
The Workwear and Tools Issues form contains a list of documents each of which specifies the items, workwear and tools, issued for employees of specific department. 
The list of Workwear and Tools RequestsIssues
As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list. You can filter the list by entity, department, employee, warehouse, or workwear / and tool type - for this, use the fields on the top of the form.
The toolbar buttons
To create a new document, click Create on the toolbar (for more details, refer to Creating a Workwear and Tools Issue).
If for the warehouse where the items are stocked, it is required to use warehouse documents (Goods Dispatch/Receipt Notes), select the particular issue or multiple Issues, then click Generate > Goods Dispatch Note.
For description of other buttons, refer to List Toolbar. Creating a Workwear and Tools Issue. The Main tab
Use this tab to provide general information about the document.
The following fields are required: Entity, Department, Warehouse, and Basis.
The "Workwear and Tools Issues (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
Make sure the Entity field is populated with the correct entity.
In the Warehouse field, specify the warehouse from which the requested items are issued.
In the Department field, select the department for which the items of workwear and tools are issued.
Use the Request field to specify the Workwear and Tools Request document on which this Issue is based. if the issue is intended for multiple requests, consider moving this field as a column to the Workwear and Tools tab – for this, use the Settings button on the toolbar.
In the Basis field, select the document which indicates the items of workwear and tools for issue; click the Fill by Basis button to populate the document form the basis. Note, that if you have made changes to the document that you would like to cancel, you can click the Fill by Basis button to reset the data to the data from the basis.
Use the Project field to select the associated project. If the items were requested for multiple projects, the field is used as a column on the Workwear and Tools tab.
The toolbar buttons
...
The toolbar buttons
...
The document totals and other Information
...
- New (document was created, but not recorded to the database)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
...
The toolbar buttons
...
- By Usage Rates: To populate the list with the employees of the specified department and with quantities of workwear and tools that are required according to the employee's position and usage rates defined for this position.
- By Demand: To populate the list with the employees of the specified department, with the quantities of the workwear and tools in accordance with positions, usage rates defined for positions, and the quantities that are currently in use.
- Selectively by Employee: To select the particular employees and then fill in the quantities of workwear and tools by demand or by usage rates.
...
See also
| Page Tree | ||
|---|---|---|
|