MSRs

This window is displayed by clicking on the MSRs option in the Procurement menu.

The primary purpose for this option is to create MSRs and Purchase or Work Orders, although some companies may do this with and external system.

The upper grid is used to define the MSR header details.

1. Click "+" to open dialog and add a new record (click "▲" to open an existing record to edit, and "-" to delete a record)

2. The MSR number is issued automatically by the program. It is a 6 digit number issued sequentially in the range defined for your site.

3. The type is one of Confirmed, Bid list, New order or Cancelled selected from ther drop down.

4. The well or stock account and account number are specified for charging.

5. The supplier and delivery base code are entered

6. The order date and required dates are entered and the created date is automatically set.

7. The PO number related to the MSR (and its date) can be entered and may be broken down in to a number of sections, which are concatenated to form the actual number. Some these may be left blank.

8. The currency for the order is defined as well as GST and duty %. The actual costs are automatically calculated by summing the cost of the items and the A$ equivalent is calculated based on the exchange rates defined for the date of order.

9. The details of the company contact, etc are also filled in.

10. The lower grid defines the details of items ordered in the MSR, Remarks to be displayed at the end of the item list, Payments Invoices and shares between different accounts.

MSR details

11. Click "+" to open dialog and add a new record (click "▲" to open an existing record to edit, and "-" to delete a record)

12. The sequence numbers are automatically incremented for a new item but can be rewritten with a decimal place to change the order. The [123] button can then renumber these as sequential integers.

13. The model number can be entered directly or you can click on the Button for the Model number search dialog.

14. The quantity and unit cost are then entered.

15. The unit cost is then entered.

16. The [Calc] button is used to recalculate and reconvert the total cost of the MSR, based on the item unit costs and exchange rate.

17. [Re-export] is used to add the MSR items to the export list again, in case they were not successfully exported to other sites.

Remarks

These remarks are displayed after the list of items in the MSR and PO.

18. The sequence number is assigned automatically for new remarks but can be changed and the [123] button used to reorder the remarks

19. If numbered is checked the remarks will have a number displayed.

20. Reset numbers will start the numbering at 1 again

21. A standard remark code is entered and the corresponding text displayed

22. The button can be used to display a lookup dialog to help in selection.

Payments

This table records the payment schedule for the MSR/PO

23. The payment date is entered

24. The Amount to be paid can be entered directly or the balance box checked. In the latter case, the program will calculate the amount o pay out any remaining amount for the order.

Shares

25. When costs are shared between several wells the Shared between wells value in the top grid is set to Y.

26. The additional well/stock account is selected from the drop down

27. The account code defaults but can be changed.

28. The share of the cost as a % is entered.

The balance is assigned to the well/stock account in the header.

Document MSR.htm