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Q&A: Your Questions are answered by EasyPlant Experts, below.
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Question 1:
Why should a Quotation be prepared in Easyplant before making an actual sale?
Answer:
An Invoice can be created only from a Quotation, hence it is important that you create a Quotation before any
sales invoice is made.
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.
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Question 2:
Before creating of a GRN what are the points to be considered?
Answer:
It is important that Purchase Orders are raised for Items that are Purchased and Stock has to be maintained.
GRN can be raised 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 3:
How to Prepare a Purchase Order in EasyPlant?
Answer:
Using the 'PO' profile create a Purchase Order to be sent to the Supplier.
The PO Number will be auto incremented, enter the data and select the supplier name from the list.
If you wish to print any special notes in the Purchase Order enter this under 'Special Instructions'.
Mention the Despatch Mode and the Payment Terms. These will be printed in the Purchase Order.
Save the entry and proceed to select the Items for the Purchase Order.
Select the Item from the list and enter the purchase quantity.
By default the purchase price you had given in the 'Item Supplier' profile is shown,
you can change it if needed. Remember the price is inclusive of Excise and Cess.
Save the entry and select the next Item.
The Purchase Order is completed once you have included all the Items that are wish to order from this supplier.
Remember the 'PO Status' has to be changed to 'Approved' before print the Purchase Order.
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Question 4:
How to Prepare Material Request Note in EasyPlant?
Answer:
In EasyPlant, Using the MIN profile create the material requests.
The MIN Number will be auto incremented, enter the data of the document.
Select the 'WO No' against which you require the materials. The Product Category and Product Name will be displayed
for the 'WO No' selected.
Select the Item Name that is required for production and enter the 'Requested Qty'.
Remember the 'Issue Qty' should be entered only the stores in-charge after issuing the Item to the production
department.
Save the entry and proceed to select the Items that are required one by one.
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Question 5:
How to Prepare a Production Credit Note in EasyPlant?
Answer:
Using the PCN profile create the Production Credits.
The PCN Number will be auto incremented, enter the date of the document.
Select the 'WO No' against which you want create production credits. The Product Category and Product Name
will be displayed for 'WO No' selected.
Enter the 'PCN Qty' remember it cannot be more than the 'WO Qty' shown.
EasyPlant will update the closing stock quantity & value of the product as soon as you save the entry.
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