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--- module:joborder:deliveryreport:list [2014/05/13 15:52]
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+++ module:joborder:deliveryreport:list [2019/12/04 18:17] (current)
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 ====== Delivery Report List ======
-Overview: Delivery Report list allows registration of delivery job reports for use within system modules. Registration requires Delivery Job Order with at least one reported preparation job order. Each successful report adds to the number of delivery report under the reference job order which progresses to completion base on reported quantities. Each report is provided with a system generated code to distinguish one from another.
+**Overview:**
+Delivery Report list allows registration of delivery job reports for use within system modules. Registration requires Delivery Job Order with at least one reported preparation job order. Each successful report adds to the number of delivery report under the reference job order which progresses to completion base on reported quantities. Each report is provided with a system generated code to distinguish one from another.
-Definition of Terms:
+**Definition of Terms:**
 Delivery Report List - database of company delivery reports
@@ Line 9: / Line 10: @@
 Delivery Report Record/Profile - consists pertinent information about the delivery; found under Job Order-Delivery Report
-Notes:
+**User Involve:**
-For instructions on how create a report for an existing delivery job order record please see [[operation:list#Create New Record|Create New Record]] and fill up [[module:joborder:deliveryreport:profile|Delivery Report]].
+Warehouse Manager is responsible for initiating a Delivery Report to be processed and reported by Warehouse Team in accordance with the reference delivery JO and given instruction. They are in charge of maintaining a transparent and accurate delivery report system.
+**Forms:**
+Delivery Report - the system form to use by warehouse for reporting delivered items of specific project with reference to delivery receipt/s;
+Delivery Receipt - the accounting form used to list the actual items delivered and received by the client
+DR Printing Template - a formatted excel template use for printing DR in dot matrix printer
+**General Procedure/Instruction:**
+**A. Creating a Delivery Report**
+a.1. confirm loaded materials that are scheduled for delivery by checking its reference JO preparation
+a.2. indicate or put remarks for incomplete loading (when not all prepared items are loaded)
+a.3. access reference delivery job order in the web system
+a.4. click "add delivery report" under delivery report tab
+a.5. fill up Delivery report Profile (see link:[[module:joborder:delivery:profile|Delivery Report Profile]])
+d.6. click "Save" to have a draft delivery report
+**B. Printing Delivery Receipt **
+b.1. identify the Delivery JO and its Delivery Report you need to dispatch
+b.2. review and finalize the details
+b.3. click "In Transit" to see system Delivery Receipt and notify sender that listed items are on the way to assigned destination (can be the last step if printing option 2 is followed)
+Note: Hold Order and No PO control feature may prevent user from printing DR and change status to In-transit. see link for more details [[module:accounting:acctjoonhold:list|On Hold JO]]
+b.4. Print the Delivery Receipt
+b.4.1. (Option 1): print using system generated DR by clicking "PRINT DR"
+b.4.2. (Option 2): print by exporting system data to excel DR Printing template
+**C. Exporting System Data to Print DR**
+c.1. on the delivery report you want to have DR click "Export" or "Export DR"
+c.2. fit data to DR template
+c.3. review and finalize data for printing (save file - optional)
+c.4. print excel DR using DR paper in dot matrix printer
+c.5. sign prepared by section of DR
+**D. Dispatching Delivery with DR**
+d.1. identify the DR and corresponding truck you want to dispatch
+d.2. confirm by signing checked and approved by section of DR
+d.2. release loaded truck by giving the DR and other pertinent documents and instructions
+**E. Updating an In-Transit Delivery Report**
+d.1. receive receiver signed delivery receipt (or as notified)
+d.2. access corresponding delivery report
+d.3. modify or apply changes in signed DR
+d.4. review and finalize
+d.5. click "delivered" to notify completion
+**E. Cancelling a Delivery Report**
+e.1. identify the job order for cancellation
+e.2. click "cancel" button (only draft delivery report can be cancelled)
+**Notes:**
+For information about delivery report profile see [[module:joborder:deliveryreport:profile|Delivery Report]].

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