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--- module:joborder:delivery:list [2014/08/15 15:10]
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+++ module:joborder:delivery:list [2015/06/25 17:18] (current)
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@@ Line 21: / Line 21: @@
 Delivery Job Order - the common form to use by PM,supply chain and warehouse for requesting and reporting delivery of prepared item of specific project;
-Delivery Receipt - the form used to list the actual items delivered and received by the client
+Delivery Receipt - the accounting form used to list the actual items delivered and received by the client
 **General Procedure/Instruction:**
@@ Line 55: / Line 55: @@
 c.4. print JO as it pops-up upon clicking on-going (reference Preparation JO is indicated here)
-c.5. attach printed delivery JO with the correct filed printed JO preparation (reported)
+c.5. attach printed delivery JO with the correct printed JO preparation on file (reported)
-c.6. execute the job order (loading and printing of DR)
+c.6. execute the job order (proceed to loading,reporting and printing of DR. See Delivery Report Profile - [[module:joborder:deliveryreport:list|Delivery Report]] )
-**D. Preparing to Print Delivery Receipt (DR)**
+**D. Reporting a Delivery Job Order**
-d.1. confirm loaded materials that are scheduled for delivery by checking its reference JO preparation
+please see [[module:joborder:deliveryreport:list|Delivery Report List]]
-d.2. indicate or put remarks for incomplete loading (when not all prepared items are loaded)
+**E. Revision or Cancellation**
-d.3. access reference delivery job order in the web system
+e.1. identify the job order for revision/cancellation
-d.4. click "add delivery report" under delivery report tab
-d.5. fill up Delivery report Profile
-d.6. click "Save" to have a draft delivery report
-d.7. (see delivery report profile - Printing DR and Reporting Delivery Job Order here:[[module:joborder:deliveryreport:list|Delivery Report]] )
-**E. Cancelling a Delivery Job Order**
-e.1. identify the job order for cancellation
 e.2. check JO status
 if JO status:
--draft: any PM can cancel (cancel your own JO or as assigned by creator of JO)
+   * -draft: any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO)
--new or on-going: warehouse manager is the only person with the rights to cancel as ordered by PM (through call,text or email)
+  *  -new:any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO)
-	-previously only department manager has the right to cancel to act as arbiter between PM ans WM
+  *  -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
--complete: completed JO can not be cancelled
+  * note: check for related JO preparation and JO service (PD,PDS,DS) revise and cancelled accordingly
+  *  -reported complete/partial: this status cannot be revised or cancelled; please use inventory adjustment or related JO to offset errors made
-e.3. click "Cancel" following the given conditions
+e.3. click "Save" or “Cancel” following the given conditions
 **Notes:**
@@ Line 101: / Line 90: @@
   * Complete - delivery report quantity matches or exceeds requested quantity as reported by warehouse
   * Cancelled - job order is cancelled by sender due to reasonable reasons
 Notes:
-For instructions on how create a new delivery job order record please see [[operation:list#Create New Record|Create New Record]] and fill up [[module:joborder:delivery:profile|Delivery Profile (Delivery Job Order)]].
+For information about delivery job order profile please see [[module:joborder:delivery:profile|Delivery Profile (Delivery Job Order)]].
-This JO type is for giving order to deliver prepared materials of selected project base on selection of reported preparation job order as issuance basis of delivery quantity. Delivery completes until delivered quantity matches requested prepared quantity. Reported delivered quantity will be the items allowed for backload job order in case the need arises.
+Delivery JO is for giving order to deliver prepared materials of selected project base on selection of reported preparation job order as issuance basis of delivery quantity. Delivery completes until delivered quantity in delivery report matches requested prepared quantity. Reported delivered quantity will be the items allowed for backload job order in case the need arises.

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