Material Request and transfer for Item issued by Customer/Client
ERPNext: v10.1.66 (master)
Frappe Framework: v10.1.58 (master)
We provide service to install material purchased by client at project(s) / site(s) / scheme(s) of respective Customer/client.
A. This scenario is for management of client supplied items by our client K-Electric.
Service Items(Invoice Items) are seperate from these items.
We have created both the service items and Client Supplied Material Items in stock
Hereby we require solution to manage Client Supplied Material.
A.1 Item is issued from client from their store/warehouse upon our request
A.2. This item transfer does not creates any receivable or payable, nor it affects any payments etc for storage, warehousing or transportation.
A.3. We have to keep track of material request, issue, transfer, Installation at site (fixing at the project), and return back any extra quantity to the client.
A.4. Client Issued Material and Purchase Invoice for installation service of these items are entirely different, having different item codes and description.
Item codes and description is provided by client, and we are bound to use respective item codes and description.
A.5. These items are not purchase or sales item
A.5. We do have unit conversation wiht some items, such as Cable is issued in Weight from KE Store, consumed in feet at site, returned back to store in weight.
- Customer → K-Electric
Material Issued by different stores of K-Electric(KE) for their various Project/Sites.
1.a We have 2 business units, dealing with two different sections of K-Electric - Underground Cable laying (UG), Overhead cable (OH)/transformer/poles installation
1.b. We have to receive material for UG or OH Project from store/warehouse of k-electric
1.c Upon awarding of Project, we make material request to the specified store/manager.
1.d Complete or partial material issuance is made.
1.c Some material is transferred at our office store, some material is transferred directly to Project Site (Store)
1.d. Material transferrd at our store is transfferred to Project store upon requirement
1.e. After installation job is complete, remaining material is either transferred to our office store, or directly transferred back to client store.
1.f. Remaining material transferred to office store is than transferred back to client store.
There are not strict restrictions:
Material issued from one K-Electric store can be returned back either to same K-E store or any other K-E store
Material issued for Project 1 can be used in project 2, project 3 etc.
We want to keep track of material requested, issued, installed/consumed at site, remaining quantity, quantity returned back to client.
Please find the following attatched herewith
- Warehouse tree
- Two items being used in material transfer
- Transfer screenshot
- error received when we make transfer.
Your help and assistance are highly appreciated.