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--- module:joborder:transfer:list [2014/08/01 16:27]
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+++ module:joborder:transfer:list [2015/06/25 17:18] (current)
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 Job Order Transfer Record/Profile - consists pertinent information about the Transfer; found under Job Order-Transfer
-**User Involve:**
+**Users Involve:**
-Supply Chain is responsible for creating a transfer job order to be processed and reported by warehouse team. Supply Chain should have the main control where items should be going and stored as deemed necessary or as requested by warehouse if they find the actual items may cause record conflict. Both are in charge of maintaining a transparent and accurate transfer job order system.
+Internal Type:
-**Forms Use:**
+Supply Chain is responsible for creating a transfer job order to be processed and reported by warehouse team. Supply Chain should have the main control where items should be going and stored as deemed necessary or as requested by warehouse if they find the actual items may cause record conflict. Both are in charge of maintaining a transparent and accurate transfer job order system.
-Transfer JO - the common form to use by supply chain and warehouse where PDR will be based from;
+Purchasing and Production Type:
+Purchasing is responsible for creating a transfer job order to be processed and reported by warehouse team upon confirmation of schedule. Purchasing should have the main control where items should be going and coming from as as coordinated between project manager and supplier. Involve are in charge of maintaining a transparent and accurate transfer job order system.
+**Forms:**
+Internal Transfer JO - the common form to use by supply chain and warehouse where PDR will be based from;
 Provisional Delivery Receipt (PDR) - this is the provider and receiver's printed record for documentation of items on transfer within company owned/leased/authorized premises.
+Purchasing Transfer JO - the common form to use by purchasing and warehouse with matching supplier's DR;
+Production Transfer JO - the common form to use by purchasing and warehouse; can be out-going that comes with PDR; or incoming with matching supplier's Delivery Receipt
+Supplier's Delivery Receipt - any document use by suppliers to formally list the items they supplied
 **General Procedure/Instruction:**
+**A. Creating a Transfer Job Order**
+a.1. identify the items you need to transfer
+a.2. fill-up a Transfer JO
+a.4. click save to make a "draft" transfer job order
+**B. Sending a Transfer Job Order**
+b.1. select the Transfer JO you want to send and execute by warehouse team
+b.2. review and finalize the details
+b.3. click "Post" to send
+**C. Executing a Transfer 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 transfer
+**D. Reporting a Transfer Job Order**
+please see [[module:joborder:transferreport:list|Job Order Transfer Report List]]
+**E. Updating Transfer Request Quantity (special control)**
+This control is designed for purchasing and production type transfers to allow or instruct warehouse to change TR QTY of an on-going Transfer JO due to revision made with its corresponding purchase request and purchase orders. This works as an alternative when creating a new Transfer JO is not the best option.
+e.1. provide warehouse access right to use "Update Requested QTY" control
+e.2. instruct warehouse about the changes need to make in Transfer Quantity
+e.3. warehouse adjust quantity and click "Update Requested QTY" button to save changes made
+e.4. warehouse report to sender about the update
+e.5. remove access right given to secure future unintended changes
+**F. Revision or Cancellation**
+f.1. identify the job order for revision/cancellation
+f.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
+f.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.
+Transfer Jo Status are as follows:
-Notes:
+  * Draft - the list of items for transfer is being finalized
+  * New - transfer job order details are final and sent to warehouse for execution
+  * On-going - job order was acknowledged by warehouse and is transferring listed items from requested location to designated location
+  * Partial - job order is reported by warehouse to notify that some items were already moved by cannot complete due to circumstances
+  * Complete - items for transfer were all transferred to designated location
+  * Cancelled - job order is cancelled by sender due to reasonable reasons
-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)]].
+For information about Transfer Job order details please see about page under [[module:joborder:transfer:profile|transfer job order profile]].
-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.

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