Differences

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

--- module:joborder:inventorycount:list [2015/06/25 16:37]
target
+++ module:joborder:inventorycount:list [2017/05/09 16:18] (current)
target
@@ Line 40: / Line 40: @@
 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
@@ Line 46: / Line 46: @@
 **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
@@ Line 104: / Line 104: @@
 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
-**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
 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:**
+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.

TDCI System

User Tools

Site Tools

Differences

Page Tools