Differences

This shows you the differences between two versions of the page.

--- module:inventory:directdeliveryreport:list [2016/01/14 15:53]
target created
+++ module:inventory:directdeliveryreport:list [2016/02/11 17:51] (current)
target
@@ Line 1: / Line 1: @@
-====== Direct Delivery Report List ======
+====== Mobile Delivery JO List ======
 **Overview:**
-Direct Delivery Report list allows registration of Direct Delivery Reports for use within system modules. Registration requires a written or verbal authorization from PM in charge instructing the use of this report. Each successful registration adds to the number of Direct Delivery Report in the list and provided a system generated code to distinguish one Report from another.
+Mobile Delivery JO (MDJO) list allows registration of Mobile Delivery JO for use within system modules. Registration requires a written or verbal authorization from PM in charge instructing the use of this report. Each successful registration adds to the number of MDJO in the list and provided a system generated code to distinguish one Report from another.
 **Definition of Terms:**
-Direct Delivery Report List - database of company Direct Delivery Reports
+Mobile Delivery JO List - database of company MDJO
-Direct Delivery Report - a Delivery Report without Reference JO in the System, exercised by warehouse as instructed by PM
+Mobile Delivery JO - a Delivery Report without Reference JO in the System, exercised by warehouse as instructed by PM
-Direct Delivery Report Profile - consists pertinent information about the Direct Delivery Report; found under Inventory-Direct Delivery Report
+Mobile Delivery JO Profile - consists pertinent information about the Mobile Delivery JO; found under Inventory-Mobile Delivery JO
 **User Involve:**
-Project Manager is responsible for instructing (written or verbal) Warehouse to create and exercise the use of Direct Delivery Report. Both are in charge of maintaining a controlled and accurate Direct Delivery Report in the system.
+Project Manager is responsible for instructing (written or verbal) Warehouse to create and exercise the use of Mobile Delivery JO. Both are in charge of maintaining a controlled and accurate Mobile Delivery JO in the system.
 **Forms:**
-Direct Delivery Report - System form used by Warehouse to document delivery of prepared items
+Mobile Delivery JO - System form used by Warehouse to document delivery of prepared items
 Delivery Receipt - the accounting form used to list the actual items delivered to and received by the client
@@ Line 24: / Line 24: @@
 **General Procedure/Instruction:**
-**A. Creating and Serving a Direct Delivery Report**
+**A. Creating, Serving and Report a Mobile Delivery JO (MDJO)**
-a.1. receive instruction from PM to deliver items using Direct Delivery Report (Both must know that using Direct Delivery Report will not require PM to create JO)
+a.1. receive instruction from PM to deliver items using MDJO (Both must know that using Mobile Delivery JO will not require PM to create JO in the system)
-a.2. identify the reference PIN of items to be delivered
+a.2. identify the reference PIN or Project details of items to be delivered
-a.3. open blank Direct Delivery Report and fill up the information needed in the header
+a.3. identify the items need to be delivered (request a written copy from PM if possible to avoid error or refer to existing JO preparation)
-a.4. list identified items or retrieved JO Prep if available
+a.4. prepare items (check quality and correctness)
-a.5. load items to delivery Truck then set Direct Delivery Report to "In-Transit" to Print DR
+a.5. load items to delivery Truck
-a.6. Print DR
+a.6. open blank MDJO and fill up the information needed on the header
-**D. Reporting a Delivery Job Order**
+a.7. set MDJO to "In-Transit" to Print DR
-please see [[module:joborder:deliveryreport:list|Delivery Report List]]
+a.8. Print DR and dispatch delivery truck
-**E. Revision or Cancellation**
+a.9. Monitor and collect Client Signed Printed DR
-e.1. identify the job order for revision/cancellation
+a.10. Check completeness,returned items and modification if any
-e.2. check JO status
+a.11. Update MDJO in the system by filling up required fields and post status as "Delivered"
-if JO status:
+a. . Print MIR and attach together with accounting's copy of Client Signed Printed DR ( put note that this MIR is a MDJO. You may also attach here a printed copy of PM instruction and item list authorizing use of MDJO)
-   * -draft: any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO)
-  *  -new:any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO)
-  *  -on-going: inform warehouse regarding revision/cancellation of concerned JO. Warehouse returns item or suspends serving JO and click roll back to return Jo status to new then PM can cancel the new status document
-  * note: check for related JO preparation and JO service (PD,PDS,DS) revise and cancelled accordingly
-  *  -reported complete/partial: this status cannot be revised or cancelled; please use inventory adjustment or related JO to offset errors made
-e.3. click "Save" or “Cancel” following the given conditions
+**B. Revision or Cancellation**
-**Notes:**
+B.1. identify the MDJO for revision/cancellation
-All type Job orders have the same status naming convention but may differ in meaning.
+B.2. check MDJO status
-Preparation Status are as follows:
+if MDJO status:
+  * -draft: any WH can revise/cancel MDJO or as instructed by PM
+  * -In-Transit: Try hand written correction and report correctly. otherwise, cancel or set to delivered and follow instruction
+  * -Delivered: if error found in this stage: first, make sure that Printed DR and MIR is not yet submitted to accounting. Then, cancel MDJO and create new with correct details (Reprinting of DR may not be necessary, if reprinting is needed cancel existing and print new and have revised DR signed by client)
+note: Cancelled DR should also be submitted to Accounting
-  * Draft - the list of items to be delivered is being finalized
+e.3. click "Save" or “Cancel” following the given conditions
-  * New - delivery job order details are final and sent to warehouse for execution
-  * On-going - job order was acknowledged by warehouse and listed items are being loaded or in-transit
+**Notes:**
-  * Partial - job order is reported by warehouse but some items are not yet delivered
-  * Complete - delivery report quantity matches or exceeds requested quantity as reported by warehouse
-  * Cancelled - job order is cancelled by sender due to reasonable reasons
-Notes:
+For information about Mobile Delivery JO please see MDJO [[module:inventory:directdeliveryreport:profile]]
-For information about delivery job order profile please see [[module:joborder:delivery:profile|Delivery Profile (Delivery Job Order)]].
-Delivery JO is for giving order to deliver prepared materials of selected project base on selection of reported preparation job order as issuance basis of delivery quantity. Delivery completes until delivered quantity in delivery report matches requested prepared quantity. Reported delivered quantity will be the items allowed for backload job order in case the need arises.

TDCI System

User Tools

Site Tools

Differences

Page Tools