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module:joborder:deliveryreport:list

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module:joborder:deliveryreport:list [2014/08/15 16:34]
target 		module:joborder:deliveryreport:list [2019/12/04 18:17] (current)
target
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 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) 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. Print the Delivery Receipt 
  
-b.4.1. (Option 1): print using system generated DR by clicking "PRINT DR" --- **note: not yet aligned**+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 b.4.2. (Option 2): print by exporting system data to excel DR Printing template
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 **E. Updating an In-Transit Delivery Report** **E. Updating an In-Transit Delivery Report**
  
-d.1. +d.1. receive receiver signed delivery receipt (or as notified)
  
-**E. Cancelling a Delivery Job Order**+d.2. access corresponding delivery report
  
-e.1. identify the job order for cancellation+d.3. modify or apply changes in signed DR
  
-e.2. check JO status+d.4. review and finalize
  
-if JO status: +d.5. click "delivered" to notify completion
--draft: any PM can cancel (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) +
- -previously only department manager has the right to cancel to act as arbiter between PM ans WM +
--complete: completed JO can not be cancelled+
  
-e.3. click "Cancel" following the given conditions +**E. Cancelling a Delivery Report**
  
-**Notes:**+e.1. identify the job order for cancellation
  
-All type Job orders have the same status naming convention but may differ in meaning.+e.2. click "cancel" button (only draft delivery report can be cancelled)
  
-Preparation Status are as follows: +**Notes:**
- +
-  * Draft - the list of items to be delivered is being finalized +
-  * New - delivery job order details are final and sent to warehouse for execution   +
-  * On-going - job order was acknowledged by warehouse and listed items are being loaded or in-transit +
-  * Partial - job order is reported by warehouse but some items are not yet delivered +
-  * 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)]]. +
- +
-Notes:+
  
-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]].+For information about delivery report profile see [[module:joborder:deliveryreport:profile|Delivery Report]].
module/joborder/deliveryreport/list.1408091677.txt.gz · Last modified: 2014/08/15 16:34 by target

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