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--- module:joborder:transfer:list [2014/08/01 16:28]
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+++ module:joborder:transfer:list [2015/06/25 17:18] (current)
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@@ Line 14: / Line 14: @@
 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:**
@@ Line 28: / Line 40: @@
 **A. Creating a Transfer Job Order**
-a.1. select a current project you want to have a Job order
+a.1. identify the items you need to transfer
-a.2. choose JO type that best fit the order you need to accomplish
+a.2. fill-up a Transfer JO
-a.3. fill up the information needed in the header and list (vary per JO type)
+a.4. click save to make a "draft" transfer job order
-a.4. click save to make a "draft" job order
+**B. Sending a Transfer Job Order**
-**B. Sending a Job Order**
+b.1. select the Transfer JO you want to send and execute by warehouse team
-b.1. select the JO you want to send and execute by warehouse team
+b.2. review and finalize the details
-b.2. review and finalize the details
 b.3. click "Post" to send
-**C. Executing a Job Order**
+**C. Executing a Transfer Job Order**
 c.1. select a job order you want to execute
@@ Line 54: / Line 64: @@
 c.4. print JO as it pops-up upon clicking on-going
-c.5. execute the job order
+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)**
-**D. Reporting a Job Order**
+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.
-d.1. upon execution fill-up needed information on the printed JO
+e.1. provide warehouse access right to use "Update Requested QTY" control
-d.2. finalize printed JO report
+e.2. instruct warehouse about the changes need to make in Transfer Quantity
-d.3. using printed JO report, create a JO report using the reference JO in the system
+e.3. warehouse adjust quantity and click "Update Requested QTY" button to save changes made
-d.4. click "Report" to notify sender of the work done
+e.4. warehouse report to sender about the update
-d.5. make report until JO status is "Complete"
+e.5. remove access right given to secure future unintended changes
-**E. Cancelling a Job Order**
+**F. Revision or Cancellation**
-e.1. identify the job order for cancellation
+f.1. identify the job order for revision/cancellation
-e.2. check JO status
+f.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 or on-going: warehouse manager is the only person with the rights to cancel as ordered by PM (through call,text or email)
+  *  -new:any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO)
-	-previously only department manager has the right to cancel to act as arbiter between PM ans WM
+  *  -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
--complete: completed JO can not be cancelled
+  *  -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
+f.3. click "Save" or “Cancel” following the given conditions
 **Notes:**
@@ Line 86: / Line 103: @@
 All type Job orders have the same status naming convention but may differ in meaning.
-Status names are as follows:
+Transfer Jo Status are as follows:
-  * Draft - job order record is created but not yet forwarded to warehouse for execution
+  * Draft - the list of items for transfer is being finalized
-  * New - job order details are final and sent to warehouse for execution
+  * New - transfer job order details are final and sent to warehouse for execution
-  * On-going - job order was acknowledged by warehouse and is being executed
+  * 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 but cannot complete due to reasonable reasons
+  * Partial - job order is reported by warehouse to notify that some items were already moved by cannot complete due to circumstances
-  * Complete - job order objectives were met as reported by warehouse
+  * Complete - items for transfer were all transferred to designated location
   * Cancelled - job order is cancelled by sender due to reasonable reasons
-For information about specific Job order type please see about of corresponding job order.
+For information about Transfer Job order details please see about page under [[module:joborder:transfer:profile|transfer job order profile]].
-Notes:

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