module:document:docdr:list
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
module:document:docdr:list [2017/10/05 18:16] target |
module:document:docdr:list [2017/11/10 16:05] (current) target |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | DR List | + | **DR List** |
| This section is the DR List. It contains the list of registered DR and its corresponding Delivery Report details. | This section is the DR List. It contains the list of registered DR and its corresponding Delivery Report details. | ||
| - | Overview: | + | **Overview:** |
| DR list allows monitoring of Delivery Receipt status; it also used for printing **DR Transmittal Report | DR list allows monitoring of Delivery Receipt status; it also used for printing **DR Transmittal Report | ||
| ** | ** | ||
| - | Definition of Terms: | + | **Definition of Terms:** |
| DR List - list of registered DR number and its status | DR List - list of registered DR number and its status | ||
| DR Transmittal Report - a receiving form used to acknowledge transfer of document to intended keeper of indicated document | DR Transmittal Report - a receiving form used to acknowledge transfer of document to intended keeper of indicated document | ||
| - | + | ** | |
| - | User Involve: | + | User Involve:** |
| Warehouse officers are responsible for monitoring of DR; They are task to print and submit compilation of DR using system DR Transmittal report print out to summarize transfer of document to Accounting and Project mangers. | Warehouse officers are responsible for monitoring of DR; They are task to print and submit compilation of DR using system DR Transmittal report print out to summarize transfer of document to Accounting and Project mangers. | ||
| Line 20: | Line 20: | ||
| PM and Accounting officers are responsible for checking completeness of transferred document base on their expected transaction. | PM and Accounting officers are responsible for checking completeness of transferred document base on their expected transaction. | ||
| - | General Procedure/ | + | **General Procedure/ |
| + | |||
| + | **1. Instruction for creating a Document Transmittal** | ||
| - | 1. Instruction for creating a Document Transmittal | ||
| 1.1. Secure and sort signed accounting document and report from their respective folders | 1.1. Secure and sort signed accounting document and report from their respective folders | ||
| Line 40: | Line 41: | ||
| - | 2. Instruction for updating Transmittal Status to “Signed” | + | **2. Instruction for updating Transmittal Status to “Signed”** c/o Accounting (signed means recorded in QB) |
| 2.1. Secure signed Document Transmittal letter from assigned messenger | 2.1. Secure signed Document Transmittal letter from assigned messenger | ||
| Line 48: | Line 49: | ||
| 2.3. Check document number/s of successfully transferred documents | 2.3. Check document number/s of successfully transferred documents | ||
| - | Note: questionable documents/ | + | Note: questionable documents/ |
| | | ||
| 2.4. Click “Signed” button to change status from Submitted to Signed | 2.4. Click “Signed” button to change status from Submitted to Signed | ||
| - | 3. Instruction for putting Transmittal Remarks of Accounting Document | + | **3. Instruction for putting Transmittal Remarks of Accounting Document** |
| 3.1. Select a document or multiple document (marked with check) | 3.1. Select a document or multiple document (marked with check) | ||
| Line 63: | Line 64: | ||
| - | 4. Instruction for Cancellation of Accounting Document | + | **4. Instruction for Cancellation of Accounting Document** |
| - | 4.1. Prepare cancelled accounting document for transmittal (note: cancel cancelled docs before printing doc transmittal, | + | 4.1. Prepare cancelled accounting document for transmittal (note: cancel cancelled docs before printing doc transmittal, |
| 4.2. Click ok when the following message box show up | 4.2. Click ok when the following message box show up | ||
| Line 72: | Line 73: | ||
| - | For information on about filling up the proforma invoice profile please see Document Register Profile. | ||
module/document/docdr/list.1507198610.txt.gz · Last modified: 2017/10/05 18:16 by target
Page Tools
