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--- module:inventory:importation:list [2018/08/09 19:09]
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+++ module:inventory:importation:list [2018/08/16 18:28] (current)
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 Importation Record - consists pertinent information about the registered Shipment; found under Inventory Menu>Importation
-Shipment Number- unique code produced by user for monitoring shipments
+Shipment Number- unique code provided by user for monitoring shipments
 **User Involve:**
-Supply chain managers (SC) are in charge of maintaining and processing inventory orders while maintaining close coordination with importation to group confirmed orders into shipments
+Supply chain managers (SC) are in charge of maintaining and processing inventory orders while maintaining close coordination with Importation to group confirmed orders into shipments.
-Importation processes importation of inventory order until released and delivered to assigned destination
+Importation processes importation of inventory order shipments until released and delivered to assigned destination. Supply chain orders receiving of the items following JO Receiving Process [[module:joborder:receiving:list|Job Order Receiving List]]
 **Forms**
-Inventory Order profile - a web system form use to have a copy of items on order base on order confirmation (OC) or supplier's invoice
+Importation profile - a web system form use to record,link and upload shipment related data
-OC Template - the form use to create an Order Confirmation or Supplier's Invoice
+Importation Forms - a matching excel file of importation profile; records data for csv uploading
-Order Confirmation (OC) - the printed record of order which have stamped and signed by both party in agreement
 **General Procedure/Instruction:**
-**A. Creating an Inventory Order Record**
+**1.	Registration and Maintaining an Importation Record**
+.1.	Log on to the system and access Importation
+.2.	Select “New” to open Importation Profile, then fill up the form
+.3.	 Select Inventory Order tab and add orders of the same shipment from the selection
+.4.	 Click “Save” to register and complete other requirement as data becomes available
+.5.	 Create a copy of excel Importation template using the registered shipment number; fill sheet -ID Form-1 &
+with the available data and print
+.6.	  Create a manual folder for compiling shipment documents; attach and fill ID Form -1 & 2 together with other files as document becomes available
-a.1. access inventory order module under inventory menu
+.7.	 Upload csv data from excel to the system (see separate procedure)
-a.2. fill-up inventory order profile given the reference order list from excel file
+.8.	 Update importation status until released (see separate procedure)
-a.3. click "save" to have a pending inventory order
+**2.	Upload CSV data from excel to the system (for Broker, Customs and Docs tab)**
-**B. Using Inventory Order Import Detail function**
+.1.	Completely fill up form-1 & 2 of importation excel template
-b.1. Summarized the order you want to import (using compatible excel cost sheet or order list)
+.2.	Open the shipment you want to have data uploaded
-b.2. copy the columns (item code, total qty, description) and paste to the importing template or sheet
+.3.	Click “upload” button
-b.3. high-light the column headers down the last item of the pasted details
+.4.	 Choose and Attach file
-b.4. run the macro (macro name:?) (the macro will create a CSV data in noted pad)
+.5.	 Click upload and save
-b.5. save the file in assigned folder
+**3.	 Update Importation status**
-b.6. access the inventory order record you want to have details imported (see A. Creating an Inventory Order Record)
+.1.
-b.7. click "import details" (an input box will show "upload CSV data")
+.1.1.	 Open Shipment record you want to update status
-b.8. copy and paste the text generated from step b.4 and b.5. in the input box
+.1.2.	 Select appropriate status from selection that best match the shipment status
-b.9 click "upload" (system will fill the inventory order details)
+.1.3.	 Click “save” to update
-b.10. review correctness and click "save" to have a pending inventory order
+.2.
-**C. Updating an Inventory Order Record**
+.2.1.	 Open Shipment record you want to update status
-c.1. select an Inventory Order you want to update; update can be: a. revision of details or b. changing status
+.2.2.	 Fill ATA or ARD date field
-c.2. revise or update to reflect current information (also see D. Finalizing a Parts List Record)
+.2.3.	 Click “Save and Update Status” button
+**4.	Add Shipment Logs**
-c.3. click “save”
+.1.	Open the Shipment you want to have Log or notes on
-**D. Confirming an Inventory Order Record**
+.2.	Go to Logs tab
-d.1. process the invoice (supplier's invoice) until confirmed or stamped and signed with both parties
+.3.	Click add log (+) button
-d.2. select the corresponding inventory order in the system
+.4.	Set date and type your log
-d.3. click "Confirm" to have a confirmed Inventory Order for use in Receiving JO
+.5.	Click “save” ; note: saved logs will be shown on Shipment Log Report
 **Notes:**
-For information about inventory order profile please see [[module:inventory:inventoryorder:profile|Inventory Order Profile]].
+For information about Importation profile please see [[module:inventory:importation:profile|importation profile]]

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