In QuickEasy BOS Professional, inventory items are referred to as Materials. During the production process materials can be purchased, converted to finished goods and sold.
The process of receiving materials is referred to as a Materials Movement (Receive).
When goods are produced, there may be materials left over. It is also possible that a customer returns some goods. In both cases, these materials are returned to inventory using a Materials Movement (Return).
The process of issuing materials from inventory to production is referred to as a Materials Movement (Issue). Transactions can be manually created in this module or they can be created from Sales, Work and Purchase Orders.
The system-generated number linked to the transaction.
Updated by
The User who last changed the transaction.
Updated
The Date and Time of the last update.
Menu (...)
View Job Summary: Opens a costing summary for the job. The first tab shows the Profit or Loss, with expected and actual columns. The second tab shows the Timekeeping records allocated to the job.
View linked Transactions: Opens a list of linked transactions on the right.
View SM Responses: Opens a list of Service Manager responses related to the job.
Copy to Supplier Invoice: Creates and prefills a Supplier Invoice.
Copy to Materials Movement (Return): Creates and prefills a Material Movements Return.
A shortcut to all linked documents. If no documents are linked, only the current transaction's number appears.
Output
Options to Print, Print (Show Dialogue), Preview or Email the document.
New
Creates a new transaction. The options are:
Receive (MMR-PO): Create a Material Movement Receive to receive goods from a Purchase Order.
Receive (MMR-WO): Create a Material Movement Receive to receive finished goods from a Work Order.
Issue (MMI): Create a Material Movement Issue to issue goods to a customer or Work Order.
Return (MMT-MMI): Create a Material Movement Return to receive returned goods from a customer or unused raw materials from a Work Order.
Return (MMT-PO): Create a Material Movement Return to return goods to a supplier.
Save
Saves any changes to the current transaction.
Actions
Materials Movement Receive:
Copy to Supplier Invoice: Creates and prefills a Supplier Invoice.
Copy to Materials Movement (Return): Creates and prefills a Material Movements Return.
Update the From Transaction: Option to change the source document that was used to create the transaction. You are warned that this breaks the links to downstream transactions (transactions copied from this one), and must click Yes to continue.
Materials Movement Return:
Copy to Supplier Invoice: Creates and prefills a Supplier Invoice.
Update the From Transaction: Option to change the source document that was used to create the transaction. You are warned that this breaks the links to downstream transactions (transactions copied from this one), and must click Yes to continue.
Materials Movement Issue:
Copy to Materials Movement (Return): Creates and prefills a Material Movements Return.
Update the From Transaction: Option to change the source document that was used to create the transaction. You are warned that this breaks the links to downstream transactions (transactions copied from this one), and must click Yes to continue.
Menu
Links to view information. Options are:
View Job Summary: Opens a costing summary for the job. The first tab shows the Profit or Loss, with expected and actual columns. The second tab shows the Timekeeping records allocated to the job.
View linked Transactions: Displays a list of linked transactions.
View SM Responses: Displays the Service Manager responses.
View Audits: Displays the usernames, dates and times of changes.
Delete Materials Movement: If the transaction is still Pending.
Show Item Notes: Displays any notes linked to the item.
Save Grid:
Save Grid
Save Grid (All Users)
Restore Grid:
Restore Grid
Restore Default Grid
Restore Default Grid (All Users)
Info (i)
Information about the transaction, including an audit trail.
Items can be added from unlinked documents by entering the numbers in the search block on the popup. The links to these documents do not appear in the Links button.
Button
Description
Custom
Adds a line for you to enter a code to manually create a materials movement transaction.
Material
Button: Add materials from the Materials module.
Arrow on the button > Update selected item: If changes were made to the source transaction, this command can update the item to match those changes (or to revert changes made).
D/Note
Materials Movement Receive: Unavailable.
Materials Movement Issue: Opens a list of outstanding Delivery Notes for you to select one.
Materials Movement Return: Opens a list of outstanding Delivery Notes for you to select one.
P/Order
Materials Movement Receive (PO): Opens a list of outstanding Purchase Orders for you to select one.
Materials Movement Issue: Unavailable.
Materials Movement Return: Unavailable.
S/Order
Materials Movement Receive: Unavailable.
Materials Movement Issue: Opens a list of outstanding Sales Orders for you to select one.
Materials Movement Return: Opens a list of outstanding Sales Orders for you to select one.
W/Order
Materials Movement Receive (WO): Opens a list of outstanding Work Orders for you to select one.
Materials Movement Issue: Opens a list of outstanding Work Orders for you to select one.
Materials Movement Return: Opens a list of outstanding Work Orders for you to select one.
The source document used to create the Material Movement.
Location
The material's source location.
Tracking
The material's tracking number.
Unit (Editable)
The line item's unit. This field is editable if the transaction is still editable. This field is hidden by default.
In Stock
The current quantity of the material that is in stock.
Unit (Lookup)
The line item's unit. This field cannot be edited. This field appears by default.
Qty
The Quantity of materials being moved in this transaction.
Fixed Price
The material's Fixed Price.
Unit Price
The material's Unit Price.
/
The Quantity of the material that is included in the Unit Price.
Total
The Total Value of the stock (Qty x Unit Price) + Fixed Price = Total.
/Unit
The Cost per Unit (Total / Quantity).
Menu (...)
Submenu to:
Delete Item: Only applicable to Pending transactions. Deletes the line item.
Convert Fixed Price to Unit Price: Divides the Fixed Price by the Quantity to convert the Fixed Price to a unit price. Only available if the Fixed Price is filled in and the Unit Price is zero.
View/Edit Note: Opens any notes attached the material to view or edit them.
View/Edit Tracking: If tracking is enabled, opens the tracking information.
Open linked Material Item: Opens the material setup interface for the material.
View Material Summary: Opens a summary of the material.
View Detailed Inventory Register: Opens a Detailed Inventory Register.
Move Up: Only applicable to Pending transactions. Re-arranges the line items (moves the selected line higher).
Move Down: Only applicable to Pending transactions. Re-arranges the line items (moves the selected line lower).
