Logistics Item (Call Forward) Dialog
- Matthew Garrett
- Sam Pitts
Return to Construction
Article Index
General Tab
The General tab contains the activities associated with the Logistics Programme allocated to the job. On this screen, the activities are editable and each activity can have detail recorded against it by launching the Logistics Item dialog.
Within this dialog, workflow dates can be added, supplier allocations made and notes added.
Field | Description |
|---|---|
Number | Logistics item number. This field is locked and cannot be edited. |
Activity | Logistics activity. This field is locked and cannot be edited. |
Labour Item? | Specifies whether an item is relevant for labour reporting. |
Labour Supplier Role | The type of suppliers (entity group) that can be allocated to the activity. |
Supplier Company | The supplier allocated. |
Contact Person | The supplier contact allocated. |
Supplier Notes | Free text notes about the supplier. |
Cost Centre Code | Cost centre code. This field is locked and cannot be edited. |
Cost Centre Load | Cost centre load. This field is locked and cannot be edited. |
Notify Supervisor | Tick to notify the supervisor via email when work flow or call dates are entered. |
Called | Date the call was made to the supplier to organise the activity. |
Called For Manual Forecast | Date the activity is scheduled to start. |
Called For | Date the activity was organised to start. |
Baseline Forecast Start | Date calculated based on the critical path of the programme. This field is locked and cannot be edited. |
Supplier Start | Date the supplier started work on the activity. |
Best Possible Forecast Start | Date calculated based on the critical path of the programme. This field is locked and cannot be edited. |
Manual Forecast | Date the activity is expected to start. |
Start | Date the activity actually started. |
Called Off | Date the call to the supplier was cancelled or postponed. |
Baseline Forecast Start | Date calculated based on the critical path of the programme. This field is locked and cannot be edited. |
Best Possible Forecast Complete | Date calculated based on the critical path of the programme. This field is locked and cannot be edited. |
Manual Forecast | Date the activity is expected to be complete. |
Complete | Date the activity was completed. |
Comments | Free text notes about the activity or the supplier. |
Lead Time | |
Allowance Days | The number of days allocated for the activity. |
Days Complete | The number of days completed on the activity. Note: If using the Logistics Data Entry method, the individual days of activity can be ticked off, which updates this figure. |
Complete | Percentage that reflects the amount of worked progress days. This field is locked and cannot be edited. |
Toolbar Options
 | Make Supplier N/A | |
Update Call's Supplier | ||
Call Up | ||
Call Off |
Call Off Dialog
When an item is called off without a SupplierConnect notification, the same dialog will be presented as the Logistics Tablet software.
Pressing ‘Yes’ will reset the dates and allow for the re-entry of the new date information.
Notifications will be issued to the supervisor (if preferences are setup to Notify Supervisor), and their tablet will be updated with the new date information.
Call Off Dialog - SupplierConnect
The two options are to:
Reschedule the item for a different date, which will allow you to re-enter the new called-for date in a separate dialog and issue an electronic notification
Call off the item and send a cancellation notification, which will issue a call-up cancellation to the nominated supplier/subcontractor
Notifications Call Up Wizard - Dialog
From this dialog, you are able to:
Add a new called-for date (i.e., the rescheduled date)
Attach any required job documents to send with the call-up
Send the notification by pressing the Finish button
Manual Call-Up Wizard
If SupplierConnect is not enabled, a manual email will be launched.
Importantly, this will not allow a response to be recorded by the supplier.
From this dialog you can:
Manually amend the content of the email
Amend the recipients using the To … popup option
Attach any job files using the attach option
Send a manual email with the Send button
Predecessors Tab
The dependencies can be updated for the activity prior to Compile.
Associated Purchase Orders are displayed. Further detail can be viewed by for each record, and Payment Approval dates can be modified.
Orders Tab
Link/Unlink Order | ||
Purchase Approval |
Details of Notifications on the item, included their Method and Status.
Calls Tab
Details of Calls for the item.
Comments Tab
Item Comments can be viewed and added.
Photo Tab
When an image is captured for an Item on a Tablet, it is displayed here.