Enter discrete unit data

Activity Steps

  1. Open the required Discrete Unit screen.

    Note: Depending on the configuration of your Production Accounting system, discrete unit screens may be under different or multiple primary menu items; for example, Shipments or Container Handling.

  2. To load the required transaction grid:
    1. Select the Start Date and End Date filters to include the transaction date.

      Note: If you save a transaction row with a date that is outside of the date filters, the row disappears from view after saving. To make the row visible again, change the date filters to include the date for that transaction.

    2. Select the required Transaction Data Entry option.
    3. Click Load Grid. When the grid loads, the Discrete Unit Template(s) for Selected Grid displays. This field shows which discrete unit templates are configured for the grid. When you add a movement transaction, you can only select discrete units that were grouped with this template.
  3. Click New.

    A new row displays at the bottom of the grid.

    Note: You can only add one row at a time. When you add a row, the New button disappears and reappears only once the row is saved or discarded.

  4. Update the transaction Date if required. Defaults to the current date and time.
  5. Enter or select the Discrete Unit ID. If the transaction is for the creation of a discrete unit (for example, a newly poured bar or a new container), you must enter the ID. If the transaction is for the movement of existing discrete units to this location, select the Discrete Unit ID from the drop-down list. For grouped units, the ID is the New Group Name defined when the group was created. See Group discrete units and Move discrete units between locations.

    Note: Discrete Unit IDs must be unique across the entire system. If you save a transaction with a duplicate ID, an error message displays.

  6. Enter the transaction data as required.
  7. Enter Audit Comments if required.
  8. Click Update.

    The row is greyed out while the transaction data is processed by the Production Accounting server.

  9. Click Load Grid to refresh the grid if required.

    Note: If a row remains greyed out for an extended period, contact Datamine Support.