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module:inventory:directdeliveryreport:list

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module:inventory:directdeliveryreport:list [2016/01/14 16:51]
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module:inventory:directdeliveryreport:list [2016/02/11 17:51] (current)
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-====== Direct Delivery Report List ======+====== Mobile Delivery JO List ======
  
 **Overview:** **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:** **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:** **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:** **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  Delivery Receipt - the accounting form used to list the actual items delivered to and received by the client 
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 **General Procedure/Instruction:** **General Procedure/Instruction:**
  
-**A. Creating, Serving and Report a Direct Delivery Report (DDR)**+**A. Creating, Serving and Report a Mobile Delivery JO (MDJO)**
  
-a.1. receive instruction from PM to deliver items using DDR (Both must know that using Direct Delivery Report will not require PM to create JO in the system)+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 or Project details of items to be delivered a.2. identify the reference PIN or Project details of items to be delivered
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 a.5. load items to delivery Truck  a.5. load items to delivery Truck 
  
-a.6. open blank DDR and fill up the information needed on the header +a.6. open blank MDJO and fill up the information needed on the header 
  
-a.7. set DDR to "In-Transit" to Print DR+a.7. set MDJO to "In-Transit" to Print DR
  
 a.8. Print DR and dispatch delivery truck a.8. Print DR and dispatch delivery truck
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 a.10. Check completeness,returned items and modification if any a.10. Check completeness,returned items and modification if any
  
-a.11. Update DDR in the system by filling up required fields and post status as "Delivered"+a.11. Update MDJO in the system by filling up required fields and post status as "Delivered"
  
-a. . Print MIR and attach together with accounting's copy of Client Signed Printed DR ( put note that this MIR is a DDR. You may also attach here a printed copy of PM instruction and item list authorizing use of Direct Delivery)+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)
  
 **B. Revision or Cancellation** **B. Revision or Cancellation**
  
-B.1. identify the DDR for revision/cancellation+B.1. identify the MDJO for revision/cancellation
  
-B.2. check DDR status+B.2. check MDJO status
  
-if DDR status: +if MDJO status: 
-  * -draft: any WH can revise/cancel DDR or as instructed by PM +  * -draft: any WH can revise/cancel MDJO or as instructed by PM 
-  * -new: WH roll back status to draft to allow any to revise/cancel revise/cancel DDR or as instructed by PM  +  * -In-Transit: Try hand written correction and report correctly. otherwise, cancel or set to delivered and follow instruction 
-  * -In-Transit: Try hand written correction and report correctly. otherwise 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) 
-  * -Delivered: if error found in this stage: first, make sure that Printed DR and MIR is not yet submitted to accounting. Then, cancel DDR and create new with correct details (Reprinting of DR may not be necessary, if reprinting is needed cancel existing and print new and have signed by client) +
 note: Cancelled DR should also be submitted to Accounting  note: Cancelled DR should also be submitted to Accounting 
  
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 **Notes:** **Notes:**
  
-For information about Direct Delivery Profile please see [[module:inventory:directdeliveryreport:profile]]+For information about Mobile Delivery JO please see MDJO [[module:inventory:directdeliveryreport:profile]]
  
  
module/inventory/directdeliveryreport/list.1452761496.txt.gz · Last modified: 2016/01/14 16:51 by target