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    Creation of The Standard List:: How To Create and Use A Standard List?

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    than zaw win
    This document discusses how to create and use standard lists in LogX. Standard lists allow you to quickly encode recurring items in orders or purchase orders rather than encoding each item individually. You can create standard lists by manually entering items, importing an Excel file, or exporting items from an existing stock. Once created, standard lists can be loaded into orders or purchase orders with the press of a button to populate the items. Standard lists help save time during encoding and ensure consistency across documents.

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    Creation of The Standard List:: How To Create and Use A Standard List?

    Uploaded by

    than zaw win
    12 views7 pages
    This document discusses how to create and use standard lists in LogX. Standard lists allow you to quickly encode recurring items in orders or purchase orders rather than encoding each item individually. You can create standard lists by manually entering items, importing an Excel file, or exporting items from an existing stock. Once created, standard lists can be loaded into orders or purchase orders with the press of a button to populate the items. Standard lists help save time during encoding and ensure consistency across documents.

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    This document discusses how to create and use standard lists in LogX. Standard lists allow you to quickly encode recurring items in orders or purchase orders rather than encoding each item individually. You can create standard lists by manually entering items, importing an Excel file, or exporting items from an existing stock. Once created, standard lists can be loaded into orders or purchase orders with the press of a button to populate the items. Standard lists help save time during encoding and ensure consistency across documents.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
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    Download as doc, pdf, or txt
    12 views7 pages

    Creation of The Standard List:: How To Create and Use A Standard List?

    Uploaded by

    than zaw win
    This document discusses how to create and use standard lists in LogX. Standard lists allow you to quickly encode recurring items in orders or purchase orders rather than encoding each item individually. You can create standard lists by manually entering items, importing an Excel file, or exporting items from an existing stock. Once created, standard lists can be loaded into orders or purchase orders with the press of a button to populate the items. Standard lists help save time during encoding and ensure consistency across documents.

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    of 7

    MSFOCG

    HOW TO CREATE AND USE A STANDARD LIST?

    A list of articles is a list that we can load in an OR or in a PO, in order to avoid


    to encode one by one all the items. Thos list should be use as much as
    possible to save as much time as possible for encoding.

    It can be the list of the log items consumables monthly or quarterly, stationary,
    cleaning material, food. We can also use them to encode the OR that will be
    routed to the stock transfer, those will be equals to the stock contents,

    Ideally in a mission all the log consumables regular should e part of a articles
    standard list. The medical items should also be part foe standard list. All those
    list should be encoded in LogX.

    Creation of the standard List:

    Go in articles, then List of articles:

    List view of the existing articles list in the database:

    How to create and to use the standard list? 1


    MSFOCG

    Example of a list already created :

    Have a look of the field of the list:

    Code
    Remarks
    Description
    Quantity

    To create a new standard List, click on the button “new »:

    Enter the name of the new list, and press Tab or enter

    You encode one by one the articles like in an OR or you can import an Excel
    File with all the articles.

    How to create and to use the standard list? 2


    MSFOCG

    - Creation from an export LogX

    In our example, we are going to do a standard list for the stocked items for the
    emergency project. First, we have to export all the articles of the stock, After
    having filtered the stock, click on the floppy disk, select Export Stock Inventory
    to an Excel file, vertical display, and Proceed.

    Open the Excel file:

    Normally your standard list should have 0 for the quantities, because you
    don’t know the quantities that your client will order (if you want you can keep
    the quantities in order to stock out all your stock).

    Replace all the quantity with Zero.

    Although the excel file contains more columns than the article list you can
    import the file directly without any changes.

    How to create and to use the standard list? 3


    MSFOCG

    The items are imported one by one in the article list, however a alert message
    appears, because some items are in double in the list (Batch Number, expiry
    date).The duplicate items can not be import in the standard list.

    Click on OK for all the articles in double.

    The list is created.

    How to create and to use the standard list? 4


    MSFOCG

    Creation from a Manual list:

    Open the Excel file (Example of a Medical standard list):

    Format the excel file like the LogX article list (See above):

    One row for the title


    Column 1: Item (Can stay empty)
    Column 2: Code
    Column 3: Remarks (Can stay empty)
    Column 4: Description
    Column 5: Quantity (0)

    Save the file and import it as mentioned above.

    How to create and to use the standard list? 5


    MSFOCG

    How to use a standard list:

    In the OR / PO :

    In your OR or PO select the list through the choice list. 

    Once the list is selected, to load it do Ctrl+L (L like Load)

    Select import without quantity (because normally your standard list have qty =
    0), if you want to load the quantity select the second option.

    The items are now encoded.

    Encode the quantities for the items ordered.

    Many times, the clients are not ordering all the items, so let the items not
    ordered with qty = 0.

    To delete all the items with qty = 0, do Ctrl+D (D like Delete)

    Then do Ctrl+S, to sort the articles by codes.

    Your OR is encoded. 

    How to create and to use the standard list? 6


    MSFOCG

    In the articles list:

    You can load a standard list in the article list view.

    This have for advantage to filter the items list, and so focus on the
    standards/stocks articles.

    Then export this list to excel by clicking on the floppy disk.

    Use the export Excel 40 Columns. This export have the advantage of
    containing all the info about the articles:

    The descriptions in all the languages (if existing in LogX)

    The Price, and above all, the modification date of the local price

    The Price, and above all, the modification date of the «HQ»  price

    The creation date of the article and by who ?

    And a lot more of information than you can analyse… 

    This is really interesting to analyse your values of the stocked items, et to


    check form when the price have been updated. The price in the articles card
    “local indicative value TE”, is the price used to calculate the stock value. The
    corresponding column In the Excel 40 column is the ”ART_PriceHT” and the
    date of modification is “ART_PriceDate”.

    So :

    1 - Create the articles list in the menu list of articles


    2 - Use this list to filter the global list of articles.
    3 - Export in Excel 40 columns to analyse your articles.

    How to create and to use the standard list? 7

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