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module:joborder:inventorycount:list

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module:joborder:inventorycount:list [2015/06/23 18:14]
target 		module:joborder:inventorycount:list [2017/05/09 16:18] (current)
target
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 **Overview:** **Overview:**
  
-Job Order Inventory Count list allows registration of Inventory job order for use within system modules. Registration requires an aligned and updated item master file for use as placeholder of item count. Each successful registration adds to the number of inventory count job order in the list and provided a system generated code to distinguish one job order from another.+Job Order Inventory Count list allows registration of Inventory Count job order for use within system modules. Registration requires an aligned and updated item master file for use as placeholder of item count. Each successful registration adds to the number of inventory count job order in the list and provided a system generated code to distinguish one job order from another.
  
 Inventory Count is divided into two main types: Inventory Count is divided into two main types:
-  * Cycle Count - this count is for random checking (sampling) to keep inventory accuracy +  * Cycle Count - this count is for random checking a subset of inventory to keep accuracy on a regular basis 
-  * Physical Count - this count is for re-setting beginning count and is scheduled regularly+  * Physical Count - this count is for re-setting beginning count and is scheduled periodically 
  
 Inventory counting is grouped according to department, warehouse, supplier and item classification. Inventory counting is grouped according to department, warehouse, supplier and item classification.
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 **User Involve:** **User Involve:**
  
-Supply Chain is responsible for initiating an Inventory Count job order as coordinated with accounting department. It is to be processed and reported by Warehouse Team (together with operations and accounting if physical count type) in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and Inventory count  job order system. +Supply Chain is responsible for initiating an Inventory Count job order as coordinated with accounting department.  It is to be processed and reported by Warehouse Team (together with operations and accounting if physical count type) in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and Inventory count  job order system. 
  
 **Forms/Report:** **Forms/Report:**
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 a-PC.2. open blank Inventory Count JO and fill up the information needed in the header  a-PC.2. open blank Inventory Count JO and fill up the information needed in the header 
  
-a-PC.3. click "get item" to add the list of all items in item master file+a-PC.3. leave the detail section empty (items will be uploaded base on summarized inventory count)
  
 a-PC.4. click save to make a "draft" job order a-PC.4. click save to make a "draft" job order
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 **A-CC. Creating an Inventory Job Order - Cycle Count** **A-CC. Creating an Inventory Job Order - Cycle Count**
  
-a-CC.1. receive inventory accuracy issue or at any random occasion  +a-CC.1. receive inventory accuracy issue or at any random/regular occasion  
  
 a-CC.2. discuss with accounting the impact of cycle count with their inventory records a-CC.2. discuss with accounting the impact of cycle count with their inventory records
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 c-PC.3. prepare system for physical count by reporting "on-going" status job orders, make it partial status if cannot be completed before physical count date c-PC.3. prepare system for physical count by reporting "on-going" status job orders, make it partial status if cannot be completed before physical count date
  
-c-PC.4. on the date of physical count, click "On-going" to acknowledge JO and notify sender that you (WH), add assigned operations and accounting officers will now start conducting physical count (note: an on-going inventory count will not allow other JO to have on-going status)+c-PC.4. on the date of physical count, click "On-going" to acknowledge JO and notify sender that you (WH), and assigned operations and accounting officers will now start conducting physical count (note: an on-going inventory count will not allow other JO to have on-going status)
      
 c-PC.5. print JO as it pops-up upon clicking on-going c-PC.5. print JO as it pops-up upon clicking on-going
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 d.3. print and attach inventory count report to its reference printed job order  d.3. print and attach inventory count report to its reference printed job order 
  
-d.4. encode the tally to the reference inventory count JO record to create an inventory count report in the system; may use system "update qty" function to update count at once+d.4. encode the tally to the reference inventory count JO record to create an inventory count report in the system; may use system "update qty" function to upload and update count at once 
 +note: just make sure all items in items master file have corresponding count; put zero "0" if item is empty
  
 d.5. click "Report" to complete and post new beginning count in the system; modification of quantity should have corresponding [[module:inventory:inventoryadjustment:list|inventory adjustment]] to reflect count in the system d.5. click "Report" to complete and post new beginning count in the system; modification of quantity should have corresponding [[module:inventory:inventoryadjustment:list|inventory adjustment]] to reflect count in the system
  
-**E. Cancelling an Inventory Count JO**+**E. Revision or Cancellation of an Inventory Count JO**
  
-e.1. identify the job order for cancellation+e.1. identify the job order for revision/cancellation
  
 e.2. check JO status e.2. check JO status
  
 if 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:any PM can cancel (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 cancellation of concerned JO. Warehouse returns item & suspends serving JO  and click roll back to return Jo status to new then PM can cancel the new status document+  *  -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 "Cancel" following the given conditions +e.3. click "Save" or “Cancel” following the given conditions
  
 **Notes:** **Notes:**
 +
 +Do the above steps for every department and set of item class.
  
 All type Job orders have the same status naming convention but may differ in meaning. All type Job orders have the same status naming convention but may differ in meaning.
module/joborder/inventorycount/list.1435054456.txt.gz · Last modified: 2015/06/23 18:14 by target

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