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--- module:joborder:preparation:list [2014/04/22 18:20]
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+++ module:joborder:preparation:list [2015/06/25 17:18] (current)
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 This section is the Job Order Preparation List. It contains the list of Job Order Preparation records. \\
-Overview: Job Order Preparation list allows registration of preparation job order for use within system modules. Registration requires a reference final parts list for selection of item. Each successful registration adds to the number of preparation job order in the list and provided a system generated code to distinguish one job order from another.
+**Overview:**
+Job Order Preparation list allows registration of preparation job order for use within system modules. Registration requires a reference final parts list for selection of item. Each successful registration adds to the number of preparation job order in the list and provided a system generated code to distinguish one job order from another.
-Definition of Terms:
+**Definition of Terms:**
 Job Order Preparation List - database of company preparation job orders
@@ Line 12: / Line 14: @@
 Job Order Preparation Record/Profile - consists pertinent information about the preparation; found under Job Order-Preparation
-Notes:
+**User Involve:**
-For instructions on how create a new preparation job order record please see [[operation:list#Create New Record|Create New Record]] and fill up [[module:joborder:preparation:profile|Preparation Profile (Preparation Job Order)]].
+Project Manager and Supply Chain are responsible for initiating a Preparation job order to be processed and reported by Warehouse Team in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and accurate preparation job order system.
-This JO type for giving order to prepare materials of selected project, using saved final parts list as materials requisition and issuance basis of request quantity and prepared quantity of JO details. Preparation completes until prepared quantity matches requested quantity. Reported order complete or partial can then be use as pre-requisite for succeeding related JO.
+**Forms:**
+Preparation Job Order - used to be called Materials Requisition Form (MRF); the common form to use by PM, supply chain and warehouse for requesting and reporting preparation for specific project
+**General Procedure/Instruction:**
+**A. Creating a Preparation Job Order**
+a.1. receive delivery schedule from client
+a.2. identify the final parts list you need to JO (see parts list D. Finalizing a Parts List Record)
+a.3. open blank Preparation JO and fill up the information needed in the header
+a.4. fill up the detail section by clicking add new row (+) sign button at the bottom tool selection
+a.5. select by checking items from the parts list shown and click "ok"
+a.6. complete the details by finalizing editable columns (group/warehouse/class/request quantity/added process/DR description/DR color/DR quantity/Remarks)
+a.7. click save to make a "draft" job order
+**B. Sending a Preparation Job Order**
+b.1. select the Preparation JO you need to send and execute by warehouse team (allow at most 3 days preparation time before date of delivery)
+b.2. review and finalize the details
+b.3. click "Post" to send
+**C. Executing a Preparation Job Order**
+c.1. select a job order you want to execute
+c.2. review and understand the details
+c.3. click "On-going" to acknowledge the details in JO and notify sender that you will now start serving, else request revision or ask questions from sender given the unclear/unacceptable details
+c.4. print JO as it pops-up upon clicking on-going
+c.5. execute the job order
+**D. Reporting a Preparation Job Order**
+d.1. upon execution fill-up needed information on the printed Preparation JO
+d.2. finalize printed Preparation JO report
+d.3. using printed Preparation JO report, create a system preparation report using the reference Preparation JO in the system
+d.4. click "Report" to notify sender of the work done
+d.5. make report until JO status is "Complete"
+**E. Revision or Cancellation**
+e.1. identify the job order for revision/cancellation
+e.2. check JO status
+if JO status:
+   * -draft: any PM can revise/cancel (revise/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 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 "Save" or “Cancel” following the given conditions
+**Notes:**
+All type Job orders have the same status naming convention but may differ in meaning.
+Preparation Status are as follows:
+  * Draft - the list of items to be prepared is being finalized
+  * New - preparation job order details are final and sent to warehouse for execution
+  * On-going - job order was acknowledged by warehouse and listed items are being prepared
+  * Partial - job order is reported by warehouse but some items do not match requested quantity due to various preparation problems
+  * Complete - preparation report quantity matches or exceeds prepared quantity as reported by warehouse
+  * Cancelled - job order is cancelled by sender due to reasonable reasons
+For information about Preparation Job order details please see about page of Preparation job order profile.
+[[module:joborder:preparation:profile|Preparation Profile (Preparation Job Order)]].

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