SOP – EV PART STOCK TRANSFER & ADJUSTMENT

SOP – EV PART STOCK TRANSFER & ADJUSTMENT

Info
1. EV PART STOCK TRANSFER – SOP

Overview

Notes
The EV Part Stock Transfer process allows a branch to transfer EV parts from one branch to another depending on part availability. The system ensures correct part, quantity, and branch details.

 

Process Flow

Electric Vehicle → Parts → Inventory → EV Stock Transfer Requisitions

Click on new:

 

 

Fields and Description

Field Name

Details to be Entered

From Branch

Select the branch raising the requisition.

To Branch

Select the branch to which the requisition is being sent.

Requirement Date

Enter the date when the part is required.

Valid Till Date

Enter the expiry date of the requisition (after this date, request becomes invalid).

Part Details (Grid Section)

Field Name

Details to be Entered

Part

Select the required part code from part master.

Part Name

Auto-populated (no entry required).

UOM

Auto or selectable Unit of Measurement (Nos/Set/Kit).

Priority

Select priority (High/Medium/Low).

Cancel Qty

Enter cancelled quantity (used only when modifying an existing requisition).

Condition

Enter condition of the part (New/Damaged/Defective/etc.).

Requirement Till Date

Enter the date up to which the part is required.

Remarks

Enter optional remarks or justification.

Qty

Enter the quantity requested.

 

Once the requisition is created and saved, Go to the Part stock transfer document.

Click on New.

Select the Transfer Requisition from the dropdown.

Idea
Once the requisition is selected, it will function as the parent document for the transfer transaction. All the part details linked to the selected requisition will be automatically generated and populated in the Part Details section based on the information defined in the original requisition.

Once the details are generated, Save the document and the stock transfer will be completed.

 

Info
2. EV PART STOCK ADJUSTMENT REQUISITION – SOP

Overview


Notes
Stock Adjustment Requisition is raised by departments for damaged, shortage, or audit-corrected parts.


Process Flow

Excellon 5.5 → Electric Vehicle → Parts → Inventory → EV Stock Adjustment Requisitions

Click on “New”

Field Name

Details to Be Entered

Branch

Select the branch for which the stock adjustment requisition is being raised.

Requirement Date

Enter the date when the stock adjustment is required.

Valid Till Date

Enter the date until which the requisition remains valid (after this date, the request expires).

Priority

Select the priority level (e.g., High/Medium/Low) for the adjustment request.

Department

Select the department requesting the adjustment (e.g., Parts, Service, Warehouse).

Employee

Select the employee responsible for raising the requisition.

Reference No

Enter any internal reference number, document ID, or related transaction number.

Part Details

Field Name

Details to Be Entered

Part

Select the part number for which adjustment is required.

Part Name

Auto‑filled based on part selected; verify correctness.

UOM

Auto‑filled unit of measure (e.g., NOS, PCS).

Cancel Qty

Enter quantity to be reduced from stock (e.g., damaged, missing, unusable).

Qty

Enter quantity to be added to stock (e.g., found, excess, correction).

Location

Select/enter the physical storage location (bin/rack/warehouse) of the part.

Remarks

Enter brief justification or reasoning for the adjustment (mandatory for audit).

 

Once the required details are entered, Save the document.

Info
3. EV PART STOCK ADJUSTMENT – SOP

Overview

Notes
Used to update physical stock differences due to damage, audit variance, wrong entries, etc.

Process Flow

Excellon 5.5 →
Electric Vehicle → Parts → Inventory → EV Stock Adjustment

Click on “New”

Field Name

Details to be Entered

Adjustment Requisition

Select the requisition number from the dropdown. Once selected, it will act as the parent document, and all part details will auto‑populate based on the requisition.

Branch

Select the branch where the stock adjustment is being performed.

Field Name

Details to be Entered

Adjusted By

Select the employee responsible for performing the stock adjustment.

Import

Used to upload bulk adjustment data (if applicable). Use the Download link to get the template.

Part

Select the part number to be adjusted. (Auto‑filled if requisition is selected.)

Part Name

Auto‑filled based on the selected part.

UOM

Unit of Measure; auto‑filled.

Serial No

Enter the serial number if the part is serialized.

Stock Adjustment Type

Select the adjustment type (e.g., Increase/Decrease).

Location

Enter or select the warehouse/bin location.

Supplier Invoice No

If applicable, enter supplier invoice reference number.

Supplier Invoice Date

Enter the invoice date (if relevant to the adjustment).

MRP

Auto‑filled or manually entered if required for valuation.

Once the details are entered, Save the document and the adjustment will be done.




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