Materials Movement (Issue) Tutorial

Overview#

• In QuickEasy BOS Professional, inventory, services and goods for resale are referred to as Materials.
• During the production process materials can be purchased, converted to finished goods and sold.
• The process of issuing materials from inventory to production or to customers is referred to as a Materials Movement (Issue).

💡These tutorials describe the various ways in which materials can be issued.

How to Create a New Materials Movement (Issue) Manually#

1. Navigate to Materials Movement.
2. Click New (button) > Issue (MMI).
3. Change the date (Default = today).
4. Select the Customer to invoice for the job from the dropdown list next to Customer, if applicable.
5. Supplier = Select a supplier, if applicable.
   • Note: Only select a supplier if you are buying the material from a supplier. Leave the Supplier field blank if the material is already in stock. If you have accidentally selected a supplier, use the backspace key to clear the field.
6. Enter a Reference & Note.
7. Add = Select an option:
   1. Custom: N/A to inventory items.
   2. Material 
      1. On the popup click View (button) to display a list of materials.
      2. Select a material from the list.
      3. Click Select (button).
      4. Enter the quantity.
      5. Click Issue (button).
      6. Close the Find Material popup.
   3. D/Note = Copy a Delivery Note:
      1. Select a Delivery Note from the popup of outstanding Delivery Notes.
      2. Click Add (button).
      3. Click Close (button).
   4. S/Order = Copy a Sales Order:
      1. Select a Sales Order from the popup of outstanding Sales Orders.
      2. Click Add (button).
      3. Click Close (button).
   5. W/Order = Copy a Work Order:
      1. Select a Work Order from the popup of outstanding Work Orders.
      2. Click Add (button).
      3. Click Close (button).
8. Click Status (button) > Active.

How to Change the Source Document#

When creating or editing a Materials Movement (Issue):

1. Click Actions (button) > Update the From Transaction.
2. Choose a different source document from the list of available options on the popup.
3. Click Update (button).
4. A warning explains that updating the From Transaction breaks the links to downstream transactions. Click Yes to continue, or Cancel to keep the current links. The popup closes once the update is done.

How to Convert a Fixed Price to a Unit Price#

When creating or editing a Materials Movement (Issue):

1. Right-click a line item that has a fixed price, but no unit price.
2. Select Convert Fixed Price to Unit Price from the context menu.
3. The fixed price is set to zero and the unit price is filled in.

How to Create a New Materials Movement (Issue) from a Sales Order#

1. Open a Sales Order (Main Menu > Customers > Sales Orders).
2. From the Sales Order, click Actions (button) > Copy to Materials Movement (Issue).
3. Select the items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Work Order#

1. Open a Work Order (Main Menu > Production > Work Orders).
2. Click Actions (button) > Copy to Materials Movement (Issue Materials).
3. Select the Items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Delivery Note#

1. Open a Delivery Note (Main Menu > Customers > Delivery Notes).
2. Click Actions (button) > Copy to Materials Movement (Issue).
3. Select the Items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Issue).

How to Create a New Materials Movement (Issue) from a Supplier Debit Note#

1. Navigate to Supplier Debit Notes (Main Menu > Suppliers > Supplier Debit Notes).
2. Double-click a Debit Note to open it.
3. Click Actions (button) > Copy to Materials Movement (Issue).
   • Note: The option is greyed out if the debit note is not linked to a material.
4. Confirm the copy on the popup.
5. Edit and complete the Materials Movement (Issue).

How to Delete a Pending Materials Movement#

1. Navigate to Materials Movement.
2. Click View (button).
3. Right-click the applicable pending Materials Movement and select Delete.