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Q&A: Your Questions are answered by EasyPlant Experts, below.
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Question 1:
How to Maintain the Product YearEnd Stock in EasyPlant?
Answer:
If you have been using EasyPlant to record all your production and sales transaction for the current
accounting year - The 'Product YearEnd' profile is used to move the Product’s Closing Stock Quantity and Value
at the end of the current Accounting Year as the New Opening Stock Quantity and Value for the New Accounting Year.
In this case you can use the 'Action' feature to move the values at one go for all the Products.
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Question 2:
How does the Purchase Order works in EasyPlant?
Answer:
It is important that Purchase Orders are raised for Items that are to be purchased and the stocks have to be
maintained.
Goods can be received only against a Purchase Order.
The Supplier Name in a Purchase Order cannot be changed after the Purchase Order is created.
The PO Status has to be changed to ‘Approved’ before printing the Purchase Order. The Goods Receipt Note (GRN)
can be raised against a Purchase Order only if the PO Status is ‘Approved’.
In EasyPlant the PO status is auto set to ‘Completed’ if all the Items for the Purchase Order are received in full.
But the Status Updation should be set to ‘Auto’ to enable this feature.
The Purchase Order can also be ‘Short Closed’ i.e., after receiving part of the quantity ordered.
To do this, you must change the Status Updation to ‘Manual’ and then change the PO Status to ‘Short Closed’.
The Purchase Price mentioned in PO Line profile is inclusive of Excise & Cess.
Only if Excise% and Cess% is provided, Excise and Cess value will be calculated.
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Question 3:
How GRN Works in EasyPlant?
Answer:
In EasyPlant
It is important that Purchase Orders are raised for Items that are purchased and stock have to be maintained.
Goods can be received against a Purchase Order only if the Status of the PO is ‘Approved’. Hence it is important
that the ‘PO Status’ in PO profile is maintained correctly.
The GRN value is calculated based on the ‘Accepted Qty’ only and not on the actual quantity supplied by the supplier.
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Question 4:
How Quotation Profile works in EasyPlant?
Answer:
An Invoice can be created only from a Quotation, hence it is important that you create a Quotation before any
sales is made.
The Customer Name in a Quotation cannot be changed after the Quotation is created.
The Quotation Status has to be changed to ‘Confirmed’ before creating an Invoice.
In EasyPlant the ‘Quotation Status’ is auto set to ‘Completed’ if all the Products mentioned in the Quotation
are despatched in full. But the ‘Status Updation’ should be set to ‘Auto’ to enable this feature.
The Quotation can also be ‘Short Closed’ i.e., after dispatching part of the quantity ordered. To do this,
you must change the ‘Status Updation’ to ‘Manual’ and then change the Quotation Status to ‘Short Closed’.
The Selling Price mentioned in Quotation Line profile is inclusive of Excise & Cess. Only if Excise% and Cess%
is provided, Excise value and Cess value will be calculated.
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Question 5:
How Invoice Profile works in EasyPlant?
Answer:
The Customer Name in an Invoice cannot be changed after the Invoice is created.
The Stock position in Product profile is immediately updated when an Invoice Line is created or modified.
By changing the status in Invoice to ‘Cancelled’ will NOT reset the stock position, you will also have to
change the ‘Invoice Qty’ in the ‘Invoice Line’ profile to zero
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