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--- module:joborder:preparation:list [2014/05/13 17:49]
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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
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 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:transfer:profile|Transfer Profile (Transfer 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 transfer materials of selected department from a pre-selected source and destination. This transfer can be used for transactions not covered by preparation and receiving job order. Transfer completes until requested quantity matches transfered quantity.
+**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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