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module:joborder:receivingreport:list

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module:joborder:receivingreport:list [2014/02/05 15:35]
tdci created 		module:joborder:receivingreport:list [2015/06/23 16:01] (current)
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 ====== Receiving Report List ====== ====== Receiving Report List ======
-This section is the Receiving Report List. It contains the list of Receiving Report records. \\ 
-See [[operation:list|Standard List Operation]]. 
  
 +This section is the Receiving Report List. It contains the list of Receiving Reports.
 +
 +**Overview:**
 +
 +Receiving Report list allows registration of receiving job reports for use within system modules. Registration of report requires Receiving Job Order with corresponding inventory order/s as reporting reference to match order quantity and received quantity. Where each Inventory order of a Receiving JO can only have one  Receiving Report which progresses to completion base on reported quantities. Each report is provided with a system generated code to distinguish one from another.
 +
 +**Definition of Terms:**
 +
 +Receiving Report List - database of company Receiving Reports
 +
 +Receiving Report Record/Profile - consists pertinent information about the received shipment; found under Job Order-Receiving Report
 +
 +Item for Completion - these are items shipped by supplier to complete the missing items from previous shipment 
 +
 +**User Involve:**
 +
 +Warehouse/Material Managers are the main responsible for providing an accurate and timely receiving reports; Any concerns regarding the items should be coordinated with supply chain or operations.
 +
 +**General Procedure/Instruction:**
 +
 +**A. Creating a Receiving Report**
 +
 +a.1. Upon unloading and checking of materials, Have the printed reference Receiving JO used in actual receiving at hand
 +
 +a.2. Access web system Job Orders - Receiving menu and open the reference JO you need to report given the JO# written in print out
 +
 +a.3. Encode the checked received quantity
 +
 +a.4. Save report and click "RECEIVED" to emphasize that items were already in receiving area
 +
 +a.5. Get instruction from Supply chain or Operations to post report (this will add received quantity to inventory balance); if for revision, revise as instructed or see **C. Reporting Variances of Item not in JO**
 +
 +a.6. click "Report" to add received quantity to inventory balance (If status: complete, report is done)
 +
 +**B. Completing a Partial Status Report** 
 +
 +b.1. Have instruction or JO remarks from supply chain or operations that items for completion are included in the incoming shipment
 +
 +b.2. received the shipment and confirm the receipt of items for completion
 +
 +b.3. given the reference JO# of partial receiving report, encode the confirmed items in this report until status "complete" is achieve.
 +
 +**C. Reporting Variances of Item not in JO** 
 +
 +**Option A: Segregation of Item not in JO for scheduled checking**
 +
 +c.A.1. discuss with supply chain or operations the items with variance
 +
 +C.A.2. get/receive instruction from supply chain or operations to implement Option A and click "Report"(a.6)
 +
 +c.A.3. segregate items received that are not in the job order and place it in designated area
 +     
 +c.A.4. label the items properly (label: Shipment#, generic name & received quantity)
 +
 +c.A.5. maintain item and follow up inventory adjustment order until segregated items were all accounted (empty)
 +
 +**Option B: Authorizing Warehouse to Add items not in JO **
 +
 +c.B.1. discuss with supply chain or operations the items with variance
 +
 +C.B.2. get/receive instruction from supply chain or operations to implement Option B.
 +
 +c.B.3. add the items accordingly (new items should be registered by supply chain first)
 +
 +c.B.4. have it rechecked by supply chain
 +
 +c.B.5. get/receive instruction from supply chain that it is final
 +
 +c.B.6.  click "Report" to add received quantity to inventory balance (If status: complete, report is done)
 +
 +**Notes:**
 +
 +Reported Receiving Reports are input document for accounting which can be imported from the system for further processing.
 +
 +For instructions on how create a report for an existing receiving job order record please see [[operation:list#Create New Record|Create New Record]] and fill up [[module:joborder:receivingreport:profile|Receiving Report]].
module/joborder/receivingreport/list.1391585700.txt.gz ยท Last modified: 2014/02/05 15:35 by tdci

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