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--- module:joborder:backload:list [2014/02/05 15:35]
tdci created
+++ module:joborder:backload:list [2017/06/29 19:01] (current)
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@@ Line 1: / Line 1: @@
 ====== Job Order Backload List ======
-This section is the Job Order Delivery List. It contains the list of Job Order Backload records. \\
+This section is the Job Order Backload List. It contains the list of Job Order Backload records. \\
-See [[operation:list|Standard List Operation]].
+**Overview:**
+Job Order Backload list allows registration of back load job orders for use within system modules. Registration requires at least one delivered material for reference of back load-able item. Each successful registration adds to the number of backload job order in the list and provided a system generated code to distinguish one job order from another.
+**Definition of Terms:**
+Back-load - an authorized act of getting or pulling-out delivered items from client back to company
+Job Order Backload List - database of company backload/pull-out job orders
+Job Order Backload - a type of Job order
+Job Order Backload Record/Profile - consists pertinent information about the Backload; found under Job Order-Backload
+**User Involve:**
+Project Manager and Supply Chain are responsible for initiating a Back-load job order to be processed and reported by Warehouse Team in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and accurate Back-load job order system.
+**Forms:**
+Back-load Job Order - the common form to use by PM, supply chain and warehouse for requesting and reporting back-load of specific project
+**General Procedure/Instruction:**
+**A. Creating a Back-load Job Order**
+a.1. receive back-load request from client
+a.2. identify the project and confirm item related to client's request
+a.3. open blank Back-load JO and fill up the information needed in the header and instruction tab
+a.4. fill up the detail section by clicking add new row (+) sign button at the bottom tool selection
+a.5. select by checking items from the selection of delivered items (DR Item Selection) shown and click "ok"
+a.6. complete the details by finalizing editable columns (qty/system item code/item code/item description/item color/warehouse/item class/uom/line remarks)
+a.7. click save to make a "draft" job order
+**B. Sending a Back-load Job Order**
+b.1. select the Back-load JO you need to send and execute by warehouse team
+b.2. review and finalize the details
+b.3. click "Post" to send
+**C. Executing a Back-load Job Order**
+c.1. select a job order you want to execute
+c.2. review and understand the details
+c.3. click "On-going" to acknowledge the details in JO and notify sender that you will now start serving, else request revision or ask questions from sender given the unclear/unacceptable details
+c.4. print JO as it pops-up upon clicking on-going
+c.5. execute the job order
+**D. Reporting a Back-load Job Order**
+d.1. upon execution fill-up needed information on the printed Back-load JO
+d.2. finalize printed Back-load JO report
+d.3. using printed Back-load JO report, create a system Back-load report using the reference Back-load JO in the system
+d.4. click "Report" to notify sender of the work done
+d.5. make report until JO status is "Complete"
+d.6. for FOR TRANSFER type of backload: do add Transfer Report (mobile transfer report) under Backload transfer Tab to document and print PDR
+**E. Revision or Cancellation**
+e.1. identify the job order for revision/cancellation
+e.2. check JO status
+if JO status:
+   * -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
+  *  -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
+**Notes:**
+All type Job orders have the same status naming convention but may differ in meaning.
+Preparation Status are as follows:
+  * Draft - the list of items to be back-loaded is being finalized
+  * New - back-load job order details are final and sent to warehouse for execution
+  * On-going - job order was acknowledged by warehouse and listed items are being backloaded
+  * Partial - job order is reported by warehouse but some items do not match the requested back-load quantity that is scheduled for next pick-up
+  * Complete - back-load report quantity matches, lower or exceeds back-load request quantity as reported by warehouse; complete does not strictly follow back-load request quantity, it can be lower or higher as long as client with coordination with PM instructs back-load is done.
+  * Cancelled - job order is cancelled by sender due to reasonable reasons
+For information about Back-load Job order details please see about page of Back-load job order profile.
+[[module:joborder:backload:profile|Backload Profile]].

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