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to topic:Creating Provision or Bonded Stores Items in the Register |
This feature allows you list all current material items that have been created in the System. You can then also create additional provision or bonded store items, as required, in the Register. These items can then be selected for use in the respective fields in the Stores module. Creating items in the register allows the data in your company to be streamlined for use by all Users. If you have the appropriate access rights, you can also edit or delete the items in this register.
Screen Navigation: Stores - Material List
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Creating a Provision/Bonded Store Item
To create a provision/bonded store item: 1. From the HR Manager main menu, click Material List under the Stores module. 2. The Material List screen is displayed. 3. In the Fleet search field, enter the name of the Vessel for which this item is to be created. Start entering a portion of the name and a list of suggestions matching your entry will be displayed. Select the required Vessel. 4. The Material List table will display a listing of all Provision items available for this vessel. The Provision category is selected by default. To view Bonded Stores items available for this vessel, select Bonded Stores from the Category drop down list. The steps for creating a Provision Item and a Bonded Store Item are the same. In the instructions below, we will use the example of creating a 'Provision' Item: 5. To create a new Provision item, from the Category drop down list, select 'Provisions' and then click New. (When creating a Bonded Store item, you would need to select 'Bonded Stores' from the Category drop down list and then click New.) 6. The Provisions screen will be displayed. 7. Enter the following details to create this new item:
8. Click Save to finish the creation of this Provision record.
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Editing Provision/Bonded Store Items
To edit existing provision/bonded store items: 1. From the HR Manager main menu, click Material List under the Stores module. 2. In the Fleet search field, enter the name of the Vessel for which this item is to be created. Start entering a portion of the name and a list of suggestions matching your entry will be displayed. Select the required Vessel. By default, the Material List table will display a listing of all Provision items available for this vessel. 3. Select the Category the item falls under i.e. either Provisions or Bonded Stores. 4. A list of items that have been previously created will be displayed in the table based on your Category selection. To edit an existing Item record, click the entry in the table and a window pertaining to its details will be displayed. 5. You may then edit the details of the Item in the available fields. Please note that not all fields can be edited. 6. Click Save to save the changes you have made.
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Deleting Provision/Bonded Store Items
To delete existing provision/bonded store items: 1. From the HR Manager main menu, click Material List under the Stores module. 2. In the Fleet search field, enter the name of the Vessel for which this item is to be created. Start entering a portion of the name and a list of suggestions matching your entry will be displayed. Select the required Vessel. By default, the Material List table will display a listing of all Provision items available for this vessel. 3. Select the Category the item falls under i.e. either Provisions or Bonded Stores. 4. A list of items that have been previously created will be displayed in the table based on your Category selection. To delete an existing Item, click the entry in the table and a window pertaining to its details will be displayed. 5. Ensure that the item is not in use as deductions in any payroll transactions. Click Delete. Confirm your intention to delete the Item. The Item will then no longer be listed in the table.
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