TDCI System

User Tools

Site Tools

Trace:
module:inventory:directtransferreport:list

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
module:inventory:directtransferreport:list [2016/02/11 17:58]
target 		module:inventory:directtransferreport:list [2016/02/11 18:14] (current)
target
Line 6: Line 6:
  
 **Definition of Terms:** **Definition of Terms:**
-Mobile Transfer Job Order List - database of company DTRs+Mobile Transfer Job Order List - database of company MTJOs
  
 Mobile Transfer Job Order - a Transfer Report without Reference JO Transfer in the System, exercised by warehouse as instructed by Purchasing  Mobile Transfer Job Order - a Transfer Report without Reference JO Transfer in the System, exercised by warehouse as instructed by Purchasing 
  
-Mobile Transfer Job Order Profile - consists pertinent information about the DTR; found under Inventory-Mobile Transfer Job Order+Mobile Transfer Job Order Profile - consists pertinent information about the MTJO; found under Inventory-Mobile Transfer Job Order
  
 **User Involve:** **User Involve:**
  
-Purchasing is responsible for instructing (written or verbal) Warehouse to create and exercise the use of MTJO. Both are in charge of maintaining a controlled and accurateM obile Transfer Job OrderGJTM in the system.  +Purchasing is responsible for instructing (written or verbal) Warehouse to create and exercise the use of MTJO. Both are in charge of maintaining a controlled and accurate Mobile Transfer Job Order in the system.  
  
 **Forms:** **Forms:**
  
-Direct Transfer Report - System form used by Warehouse to document delivery of Transferred items to or from supplier using PDR as proof (note: TD Production is considered as Supplier)+Mobile Transfer Job Order - System form used by Warehouse to document delivery of Transferred items to or from supplier using PDR as proof (note: TD Production is considered as Supplier)
  
 Provisional Delivery Receipt (PDR) - the accounting form used to list the actual items Transferred to and from the supplier  Provisional Delivery Receipt (PDR) - the accounting form used to list the actual items Transferred to and from the supplier 
Line 24: Line 24:
 **General Procedure/Instruction:** **General Procedure/Instruction:**
  
-**A. Creating, Serving and Report a Direct Transfer Report (DTR)**+**A. Creating, Serving and Report a Mobile Transfer Job Order (MTJO)**
  
-a.1. receive/get instruction from Purchasing to deliver items using DTR (Both must know that using DTR will not require Purchasing to create Transfer JO for that particular DTR in the system)+a.1. receive/get instruction from Purchasing to deliver items using MTJO (Both must know that using MTJO will not require Purchasing to create Transfer JO for that particular MTJO in the system)
  
 a.2. identify the reference PIN and Project/Purchase Request details of items to be delivered a.2. identify the reference PIN and Project/Purchase Request details of items to be delivered
Line 34: Line 34:
 a.4. prepare to deliver (outbound) or receive to store (inbound) items (label and check quality and correctness)  a.4. prepare to deliver (outbound) or receive to store (inbound) items (label and check quality and correctness) 
  
-a.5. open blank DTR and fill up the information needed on the header +a.5. open blank MTJO and fill up the information needed on the header 
  
-a.6. set DTR to "In-Transit" to Print PDR+a.6. set MTJO to "In-Transit" to Print MMTJO
  
 a.7. Print PDR and dispatch delivery truck (deliver or pick-up items for transfer) a.7. Print PDR and dispatch delivery truck (deliver or pick-up items for transfer)
Line 44: Line 44:
 a.9. Check completeness,returned/excess items and modification if any a.9. Check completeness,returned/excess items and modification if any
  
-a.10. Update DTR in the system by filling up required fields and post status as "Transferred"+a.10. Update MTJO in the system by filling up required fields and post status as "Transferred"
  
-a.11. Print Materials Transfer Report (MTR) and attach together with accounting's copy of Signed PDR plus other supplier documents ( put note that this MTR is a DTR. You may also attach here a printed copy of Purchasing instruction and item list authorizing use of Direct Transfer)+a.11. Print Materials Transfer Report (MTR) and attach together with accounting's copy of Signed PDR plus other supplier documents ( put note that this MTR is a DTR. You may also attach here a printed copy of Purchasing instruction and item list authorizing use of Mobile Transfer Job Order)
  
 **B. Revision or Cancellation** **B. Revision or Cancellation**
  
-B.1. identify the DTR for revision/cancellation+B.1. identify the MTJO for revision/cancellation
  
-B.2. check DTR status+B.2. check MTJO status
  
-if DTR status: +if MTJO status: 
-  * -draft: any WH in charge can revise/cancel DTR or as instructed by Purchasing+  * -draft: any WH in charge can revise/cancel MTJO or as instructed by Purchasing
   * -In-Transit: Try hand written correction and report correctly. otherwise, cancel or set to Transferred and follow status instruction   * -In-Transit: Try hand written correction and report correctly. otherwise, cancel or set to Transferred and follow status instruction
-  * -Transferred: if error found in this stage: first, make sure that Printed PDR and MTR is not yet submitted to accounting. Then, cancel DTR and create new with correct details (Reprinting of PDR may not be necessary, if reprinting is needed cancel existing and print new and have it signed by Supplier) +  * -Transferred: if error found in this stage: first, make sure that Printed PDR and MTR is not yet submitted to accounting. Then, cancel MTJO and create new with correct details (Reprinting of PDR may not be necessary, if reprinting is needed cancel existing and print new and have it signed by Supplier) 
 note: Cancelled PDR should also be submitted to Accounting  note: Cancelled PDR should also be submitted to Accounting 
  
Line 64: Line 64:
 **Notes:** **Notes:**
  
-For information about Direct Transfer Profile please see DTR [[module:inventory:directtransferreport:profile]]+For information about Mobile Transfer Job Order Profile please see MTJO [[module:inventory:directtransferreport:profile]]
  
module/inventory/directtransferreport/list.1455184708.txt.gz · Last modified: 2016/02/11 17:58 by target

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki