User Tools

Site Tools


module:joborder:backload:profile

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
module:joborder:backload:profile [2014/05/06 18:56]
target
module:joborder:backload:profile [2017/06/29 18:56] (current)
target
Line 13: Line 13:
   * Status – status of job order; see [[module:joborder:joborder:list|status names]]    * Status – status of job order; see [[module:joborder:joborder:list|status names]] 
   * Remarks – additional notes or special instructions   * Remarks – additional notes or special instructions
-  * Return to Warehouse – option where to return items+  * Backload type - return considerations such as: 
 +    * Temporary Storage 
 +        *  - items are still client owned but are returned and temporarily stored in TD Warehouse as non-inventory item (NINV3); these items are for use in subsequent client projects and are released using a new JO-Prep (NINV3); this is used to properly itemized/quantify and include items in a new project/PL & JOs.  
 +    * For Transfer  
 +        * -same as temporary storage but released using Mobile Transfer JO to document delivery of items to another client location/branch  
 +    * For Client Account Deduction 
 +        *  - items are returned and quantify to deduct value to client account; items returned should be in proper condition and resalable
   * Department – reference department    * Department – reference department 
   * Backloaded by - officer in charge of backload/pull-out   * Backloaded by - officer in charge of backload/pull-out
Line 29: Line 35:
                * item description - original description of item base on masterfile                * item description - original description of item base on masterfile
                * item color - original color of item base on masterfile                * item color - original color of item base on masterfile
-               * warehouse - source storage location of item+               * warehouse - storage location of item
                * item class - source storage class of item                * item class - source storage class of item
                * uom - unit of measurement according to masterfile                * uom - unit of measurement according to masterfile
                * backload quantity - quantity backloaded/pulled-out                 * backload quantity - quantity backloaded/pulled-out 
  
 +Important notes:
 +
 +Items for backload should be limited only to the items from the system generated list of delivered items. These items may vary from its original form (eg. sprayed/powder-coated with diff color, cut, welded, drilled, etc.), variation may cause confusion when returned back from source warehouse and item classification. And it is important to consider the following:
 +
 +  * should items with variation be allowed for back load?
 +  * if no, consider one warehouse and item classification option and indicate back-loaded quantity of the original item.
 +  * if yes, 
 +      * (option1):don't fill/add to backload Qty column as this will add quantity from original item (just note the backloaded quantity on line remarks) then consider creating new item (in masterfile) to monitor the material quantity using the system with the use of inventory adjustment c/o supply chain. 
 +      * (option2):consider the backloaded item as client inventory or loss given special instruction, and don't fill backload qty in backload report.
 +      * (option3) : latest update as of 6/10/14, system allows undelivered (not in DR/altered) items to to be listed in backload detail upon saving as of backload profile as draft and while reporting backload items in ongoing status. Just make sure items to add will be recorded properly with correct description, warehouse and item class.
 +
 +Follow this link to see [[module:joborder:backload:list|Job Order Backload List]] general instruction page
 +    
module/joborder/backload/profile.1399373818.txt.gz · Last modified: 2014/05/06 18:56 by target