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--- module:joborder:transfer:list [2014/09/02 18:16]
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+++ module:joborder:transfer:list [2015/06/25 17:18] (current)
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@@ Line 22: / Line 22: @@
 Purchasing and Production Type:
-Purchasing is responsible for creating a transfer job order to be processed and reported by warehouse team. 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.
+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:**
@@ Line 36: / Line 36: @@
 Supplier's Delivery Receipt - any document use by suppliers to formally list the items they supplied
-**General Procedure/Instruction: (Separated in according to Transfer Type)**
+**General Procedure/Instruction:**
-**TYPE: INTERNAL**
+**A. Creating a Transfer Job Order**
-Internal Transfer is for documentation of item movement between two company premises.
+a.1. identify the items you need to transfer
-**IA. Creating a Transfer Job Order**
+a.2. fill-up a Transfer JO
-ia.1. identify the items you need to transfer
+a.4. click save to make a "draft" transfer job order
-ia.2. fill-up an Internal Transfer JO
+**B. Sending a Transfer Job Order**
-ia.4. click save to make a "draft" transfer job order
+b.1. select the Transfer JO you want to send and execute by warehouse team
-**IB. Sending a Transfer Job Order**
-ib.1. select the Transfer JO you want to send and execute by warehouse team
 b.2. review and finalize the details
@@ Line 58: / Line 54: @@
 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 70: / Line 66: @@
 c.5. execute the transfer
-**D. Reporting a Job Order**
+**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.
-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:**

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