Bulk Update of Materials

Bulk Update of Materials / Resources

Select the “Bulk Update of Materials / Resources” link from the left pane of the “Project Detailing” business component.

The “Bulk Update of Materials / Resources” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details in the header.

Status

The status of the material or resource

Enter the following details in the header:

Transaction No.	A unique number identifying the transaction made for the project.
Date	The date on which the transaction was made.
Update For	Use the drop-down list box to select the value for which the updation has to be done. The combo is loaded with the values as “Material” and “Resource”. The system displays “Material” by default on launch of the page.
Project Code	A unique code identifying the project.

The system displays the following details in the header.

Amendment No.	The number identifying an amendment made on the project.
Task Amendment No.	The number identifying an amendment made on the task.
Project Description	The detailed description of the project.
Project Status	The status of the project. The status of the project can be Fresh,, Approved or Under amendment .

Enter the following details in the header:

Reason for Change	A unique code identifying the reason for changing the details.
Description	The description of the reason code. (Display Only)
Remarks	Any remarks pertaining to the reason for changing the resource or material for the project.

Enter the following details in the “Task Filter” group box:

From WBS ID.	The starting numbers of WBS ID ranges from which the task details are retrieved.
To WBS ID.	The ending numbers of WBS ID ranges until which the task details are retrieved.
Workgroup	Use the drop-down list box to select the work group for which the task details are retrieved.
Task Group	Use the drop-down list box to select the task group for which the task details are retrieved.
Task Code	Use the drop-down list box to select the task code for which the task details are retrieved.
Work Area	Use the drop-down list box to select the work area for which the task details are retrieved.
Start Date From	The starting date range from which the task details are retrieved.
Start Date To	The ending date range from which the task details are retrieved.
Task Type	Use the drop-down list box to select the task type for which the task details are retrieved.
Ownership	Use the drop-down list box to select the ownership of material / resource for which the task details are retrieved.
Task Rate	Use the drop-down list box to select the task rate for which the task details are retrieved.
Issue	Use the drop-down list box to select whether the materials are to be issued or not for which the details are to be retrieved.
Item Code	A unique code identifying the item for which the details are to be retrieved.
Variant Code	A unique code identifying the variant code for which the details are to be retrieved.
Item Description	The description of item for which the details are to be retrieved.

Click the “Get Details” pushbutton.

The system displays the following details in the “Details” multiline.

WBS ID.	The unique Id. identifying the Work Breakdown Structure.
Task Code	The unique code identifying the task.
Task Description	The description of task code.
Task Type	The type of task. The type can be Subcontract or Regular
Work Area	The name of the work area to which the task belongs to.
Task Group	The group to which the tasks belong to.
Task Subgroup	The sub group of the task.
Workgroup	The work group to which the task belongs to.
Start Date	The planned start date of the task.
End Date	The planned end date of the task.

Click the “Transfer” pushbutton.

The system retrieves and transfers the task details to the multiline.

WBS ID	The unique Id. identifying the Work Breakdown Structure.
Task Code	The unique code identifying the task.
Item Code	The unique code identifying the item.
Item Variant Code	The unique code identifying the item variant.
UOM	The valid unit of measurement for the specified item code.
Qty	The total number of items required for the task.
Ordered Qty	The number of items ordered for the task.

Modify the existing item details in the in the multiline:

New Qty	The newly required number of items for the task.
Current Qty	The current number of items required for the task. (Display Only)
Rate	The rate of the item.
New Rate	The revised rate of the of the items.
Current Rate	The current rate of the item.
Ownership	Use the drop-down list box to select the ownership of the item. The combo is loaded with the values as “Vendor”, “Customer”, “Self” and “Self and Warranty Enabled”. The system displays “Vendor” by default on launch of the page.
Task Rate	Use the drop-down list box to include the task rate for the item or not .The combo is loaded with “Include” and “Exclude”. The system displays “Include” by default on launch of the page.
Issue	Use the drop-down box to specify whether the item has to be issued or not . The combo is loaded with “Yes” and “No”. The system displays “No” by default on launch of the page.
Remarks	The remarks pertaining to the addition of new quantity of items to the task.

The system displays the following the details in the multiline.

Work Area	The name of the work area to which the task belongs to.
Task Group	The group to which the tasks belong to.
Item Desc.	The description of the item code.

Enter the following details in the “Add Item” group box:

Item Code	A unique code identifying the item which is to be added existing material list of the selected Task .
Variant	A unique code identifying the item variant.
Item Description	The description of the item code. (Display Only)

Note: Add Item section will be visible if Update For is chosen as ‘Material’

Resource Code	A unique code identifying the resource.
Resource Name	A unique name of the resource. (Display Only)
Resource Type	The type of resources. The type can be Machine or Man or Others. (Display Only)

Note: Add Resource section will be visible if Update For is chosen as ‘Resource’

Qty	The required number of items.
Rate	The rate of the item.
UOM	The unit of measurement of the item.
Ownership	Use the drop-down list box to select the ownership of the item. The combo is loaded with the values as “Vendor”, “Customer”, “Self” and “Self and Warranty Enabled”. The system displays “Vendor” by default on launch of the page.
Task Rate	Use the drop-down list box to include the task rate for the item or not .The combo is loaded with “Include” and “Exclude”. The system displays “Include” by default on launch of the page.
Issue	Use the drop-down box to specify whether the item has to be issued or not . The combo is loaded with “Yes” and “No”. The system displays “No” by default on launch of the page.
Remarks	The detailed description about the addition of the items.
Update As	Use the drop-down list box to update the item details. The combo is loaded with the values as “Full Task Qty” and “Per Task Qty”. § Full Task Qty – Update the quantiy as specified in the New Qty column in the multiline. § Per Task Qty - Update the quantity proportionately. For example: If task quantity is 10, current material quantity is 12. Now, new quantity is 14. It means 14 is for every 1 quantity of task. So the Material has to be updated as 10*14. The system displays “Per Task Qty” by default on launch of the page.

Click the “Add” pushbutton to add the new item details to the task.

The system updates the new item details to the chosen task(s).

Click “Delete” pushbutton to delete the item details for the task.

The system deletes the item details from the chosen task(s).

Click “Maintain” pushbutton to maintain the item details for the task.

The system saves the item details to the chosen task(s) and updates the status as Fresh.

Click “Authorize” pushbutton to authorize the item details for the task.

The system authorizes the item details and updates the status as Authorized.

The system displays the following details in the “Data History” group box.

Created By	The login ID of the person who created the bulk updation of materials / resources for the task.
Created Date	The date and time on which the bulk updation of materials / resources for the task were created.
Last Modified By	The login ID of the person who last modified the bulk updation of materials / resources for the task.
Last Modified Date	The date and time on which the bulk updation of materials / resources for the task were modified last.

To proceed do the following

Click the “Attach Notes” pushbutton to attach documents / notes for the bulk updation of materials / resources for the task.

Click the “Operational Checklist” pushbutton to specify the checklist for the reference document.