| Module Highlights |
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Contractor module provides the capability to create and maintain workbag, memo to contractor and invoice from contractor. |
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Integrated with Accounts Payable, Production, Inventory and General Ledger modules. |
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Workbag can be separate for casting and the stone or can be single only. Workbag tracking helps in searching workbag based on customer, order #, style, ship date etc. |
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Memo to contractor and Invoice from contractor help in coordinating the activities with the contractors. Open pieces with the contractor are tracked by memo #, style #, customer #, PO #, etc. |
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| Setup |
| The setup window allows user to configure master data for the contractor module. With the help of these setups user can create and maintain information of contractor, cost, categories etc. |
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Contractor / Vendor Category |
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This setup let user define different categories of contractors. Contractors are categorized so that contractors with similar terms can be grouped together. Contractor can be categorized on the basis of their services like diamond contractors for those who are diamond suppliers. |
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Contractor |
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At this setup contractor information can be added and retrieved. The information about contractor includes contractor id, contractor name, address, invoice terms, credit limit, bank information, shipping information etc. |
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Standard Cost |
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This setup helps to define standard cost charged by contractors for setting, finishing and labor. Cost depends on setting, finishing & labor type and stone shape. |
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Specific Cost |
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This setup helps user to enter setting, finishing and labor cost for individual contractor. It also helps to make a cost analysis between standard and specific cost. |
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Work Type |
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Here user can define different types of work handled by contractor along with their unique payment structure. |
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Labor Type |
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Through this option, user can setup various labor types that are required for styles. |
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| Transactions |
| Contractor transactions include preparing workbags, issuing\receiving style components & creating memos, invoices and style tags. |
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Workbag |
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A workbag is a kind of bag / envelope for a style required to be produced by a contractor, which is filled with style components like stone, diamond, diamond set, findings and casting. Workbag maximum quantity is decided while creating style. Workbag can be prepared for less then predefined quantity but not more then predefined quantity. |
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Workbag Split |
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This feature helps user to split a workbag. On splitting, two new workbags will be created with the quantity assigned by user and original workbag will be voided. Also user can specify how to split the components filled (Diamond/Casting) in the original workbag. |
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Workbag Cancellation |
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With this option user is able to cancel a workbag prepared. Workbag cancellation may be due to any reason. If workbag quantity is to be partially cancelled or not the full/original quantity is to be cancelled, then workbag is needed to be split in two workbags. Before cancellation if components are issued to workbag then the user has to receive the components back from workbag. It's necessary to empty a workbag before canceling it. |
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Workbag Transfer |
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Workbag transfer allows user to keep a track of workbag stages. It helps user to transfer workbag to different stages. Here user can specify departments as stages so that it will be like transfer of workbag from one department to other. This makes it easier to track a workbag and its current & previous stage. When receiver acknowledges the workbag at receiving end then only the current stage of workbag gets affected. |
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Workbag Tracking |
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As the name suggests, this sub-module helps to track workbag details and their current processing stage. |
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Issue Components |
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Once the workbag is prepared for style, style components (diamond/stone, casting and diamond set) are issued to fill the workbag. Issue components option helps user to create and maintain transactions related to issuance of components to contractor. Components can be issued in a WIP bag if the WIP style inventory is maintained. |
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Receive Components |
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When the components are issued to workbag/WIP bag and sent to contractor, there may be a case that components are over issued or return by contractor due to some reason then the component are received back with this option. Also if user has to cancel a workbag which is filled with components then first it is needed to empty the bag. With the help of this option user can receive components back and then workbag can be cancelled. |
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Contractor Memo |
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After the components are being issued to workbag/WIP Bag, the Bag is sent to contractor on Contractor memo. This option is used to issue a memo to the contractor for the work assigned to him. This will keep a record of the material given to him with the instructions that may be specific for that bag. A memo gives a record of the open pieces lying with the contractor. Memo can be made for multiple workbags/WIP Bags also. |
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Lab Memo |
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Lab memo is prepared when style is sent for testing/certification at Lab. Style may be either received as new or repaired style from contractor. If WIP Style Inventory is maintained then user can send only WIP bag for Lab memo and not the workbag or loose style. |
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Contractor Invoice |
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This feature is used to record details of the invoice that is presented by the contractor for a job that has been completed by them. This also acts as a proof of the items returned from the contractor. |
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| Reports |
| Following list of reports can be viewed and printed at Contractor module |
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Workbag Report |
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This report shows details of workbag made. It displays workbag date, number & quantity, prod type, style id, metal type, work type etc. |
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Open Workbag Report |
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This report shows details of open workbag i.e. which are still under process. With help of this report user can analyze number and quantity of open workbags. |
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Workbag Stone Requirement Report |
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This report provides with the specifications of stone and number of stones required in designing a particular style in a workbag. |
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Contractor Memo Report |
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This report gives details of memos issued to contractor. It shows style id, metal type. Labor type, workbag number, customer id, pieces given etc. Report can be retrieved in detail or summarized form. |
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Activity Report |
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Activity report gives user a detailed information of the transactions made with a contractor whether its workbag, memo issued or invoice received. |
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Balance of Open Pieces-By Style |
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This report gives details of balance of open pieces of style with contractor. It shows style id, contractor id, memo number & date, work type, workbag number, pieces given, pieces received, open pieces etc. |
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Cross Of Transaction- Memo Wise |
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This report helps user to cross check the invoices received from contractor against memos issued to contractor. |
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Memo Status Report |
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This report provides status of memos issued to contractor with all the transactions against the memo. |
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Contractor Invoice Report |
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This report gives a brief overview of the invoices received from contractors. Report is generated in order of contractor id. |
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