1 Table of Contents
- 1.1 Overview
- 1.2 Detail
- 1.3 How It Works
  - 1.3.1 Creating a Staging Ticket
  - 1.3.2 Creating a Staging PO
    - 1.3.2.1 Create Staging PO
    - 1.3.2.2 Receive Staging PO
- 1.4 Once Items are Staged
  - 1.4.1 Returning Staged items
    - 1.4.1.1 Create Return Ticket
    - 1.4.1.2 Receive Returns
  - 1.4.2 Shipping From Stage

Overview

Project Materials can be handled several different ways. If you need your inventory to not show on hand to avoid salespeople selling it out from under you, or you are putting your Project Materials in a Staging location, you will want to use the Project Staging feature. This is an advanced feature that must be purchased.

Detail

How It Works

Staging Pick Tickets will ship/Issue out the inventory, but it will also add a Stage Quantity. This quantity can then be shipped out from Staging, which will reduce the Staging Quantity. This will keep the items out of inventory, so they aren’t available for Sales Orders. But, the items are still available to be shipped for the Project.

Creating a Staging Ticket

To get our inventory to Stage, we need to create a Pick Ticket, but we will choose “To Stage” when prompted

Go to Project Material Plan
1. P/A>Projects>Enter/Edit Projects | Materials Button
Click “Create Pick Ticket” button
Select “Yes, Staging Pick Ticket”
Select your Items
Hit Complete

The Pick Ticket is now created, but we still need to Ship it. You can either hit the “Ship It” prompt after Completing the Staging Ticket

Or:

Go to Project Material Plan
1. P/A>Projects>Enter/Edit Projects | Materials Button
Click “Ship Pick Ticket” button
F9 to select your Pick Ticket
Use Lightning Bolt to process

Creating a Staging PO

In addition to Pick Tickets, you can actually receive PO’s into Stage. This will mark the item as Issued and Staged when the PO is received.

Create Staging PO

To create a Staging PO, just select Stage when creating the PO

Go to Project Material Plan
1. P/A>Projects>Enter/Edit Projects | Materials Button
2. P/A>Materials>Project Materials
Click “Create PO’s” button
Select “Stage” for all Vendors that are for Staging
Hit Lightning Bolt to create PO

Receive Staging PO

Receiving a Staging PO is the same as receiving any other.

Go to Receive PO screen
1. PUR>PO Receiving Processing>Receive Items
Enter the PO number or Hit F9
Enter Quantities to be Received
Hit Lightning Bolt to Process Receipt.

The items will now show as Issued and Staged.

Once Items are Staged

Now that the items are staged, you can see the items are Issued and Staged. At this point, they can either be returned if this was done in error, or you can Ship it from Stage when it is ready.

Returning Staged items

To return the Staged items, you can simply create and receive a Return Ticket.

Create Return Ticket

Go to Project Material Plan
1. P/A>Projects>Enter/Edit Projects | Materials Button
2. P/A>Materials>Project Materials
Click “Return Ticket” button
Select your items
Hit Complete to Create

Receive Returns

Go to Receive Returns screen
1. P/A>Materials>Shipping and Returns
Go to “Receive Returns” tab
Hit F9 to select your Return Ticket
Hit Lightning Bolt to Process the Return

Shipping From Stage

When the items are Staged, they haven’t actually been shipped to the Project site yet. To do so, we need to Ship the items out from Staging.

Go to Project Material Plan
1. P/A>Projects>Enter/Edit Projects | Materials Button
2. P/A>Materials>Project Materials
Click “Create Pick Ticket” button
Select “No, Shipping Pick Ticket”
Select your Items
Hit Complete