TDCI System

User Tools

Site Tools

Trace:
module:joborder:transferreport:list

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
module:joborder:transferreport:list [2014/09/11 17:08]
target 		module:joborder:transferreport:list [2014/09/11 18:38] (current)
target
Line 28: Line 28:
 **General Procedure/Instruction:** **General Procedure/Instruction:**
  
-**A. Creating Transfer Reports**+**Creating Transfer Reports**
  
-**Report: Internal Transfer JO**+**A. Report: Internal Transfer JO or Production Transfer JO (supplying raw materials)**
  
-a.1. have the copy of printed Internal Transfer JO from warehouse manager+a.1. have the copy of printed Transfer JO from warehouse manager
  
-a.2. go to transfer source location+a.2. receive transfer instruction and go to transfer source location
  
 a.3. get/prepare listed materials from given source location  a.3. get/prepare listed materials from given source location 
Line 40: Line 40:
 a.4. load to assigned truck or prepare transport by hand carry a.4. load to assigned truck or prepare transport by hand carry
  
-a.5. report to warehouse manager to update system JO to "In Transit" status and create PDR of loaded items as required (or may use printed transfer JO as PDR if not required or when source location is different from main warehouse)+a.5. report to warehouse manager to update system JO to "In Transit" status by filling up [[module:joborder:transferreport:profile|Transfer JO Report profile]] and create PDR of loaded items as required (or may use printed transfer JO as PDR if not required or when source location is different from main warehouse)
  
 a.6. transfer materials to assigned location a.6. transfer materials to assigned location
Line 48: Line 48:
 a.8. have it checked and received with sign by receiver in charge a.8. have it checked and received with sign by receiver in charge
  
-a.9. store transferred items to storage racks as instructed+a.9. return to warehouse and report accomplished transfer JO and PDR to warehouse manager for filing
  
-a.10. return to warehouse and report accomplished transfer JO and PDR to warehouse manager+a.10. access corresponding job order in system to update report
  
-a.11. access corresponding job order in system to update report+a.11. encode transferred quantity and click "transfer" to make status "transferred"
  
-a.12. encode transferred quantity and click "transfer" to make status "transferred"+a.12. store transferred items to storage racks as instructed
  
-a.13. repeat steps until Transfer JO status completes+a.13. make report until Transfer JO status is "Complete"
  
 +**B. Report: Purchasing Transfer JO or Production Transfer JO (receipt of fabricated materials)**
  
-d.1. upon execution fill-up needed information on the printed JO+b.1. have the copy of printed Transfer JO from warehouse manager
  
-d.2. finalize printed JO report +b.2. receive transfer instruction on how purchased items will be received (pick-up or deliver to warehouse) 
  
-d.3. using printed JO report, create a JO report using the reference JO in the system+b.3. go to supplier or wait for delivery of items to arrive
  
-d.4. click "Report" to notify sender of the work done+b.4. transfer/unload materials to assigned location (receiving area)
  
-d.5. make report until JO status is "Complete"+b.5. check purchased materials then received copy of signed supplier's DR
  
 +b.6. report accomplished purchased transfer JO and supplier DR to warehouse manager for filing
  
-a.1. confirm loaded materials that are scheduled for delivery by checking its reference JO preparation+b.7. access corresponding transfer job order in system and create report by filling up [[module:joborder:transferreport:profile|Transfer Report Profile]] (bypassing In-transit status)
  
-a.2. indicate or put remarks for incomplete loading (when not all prepared items are loaded)+b.8. encode transferred quantity (received quantity) and click "transfer" to make status "transferred"
  
-a.3. access reference delivery job order in the web system+b.9. store materials to assigned storage rack as instructed
  
-a.4. click "add delivery report" under delivery report tab+b.10. make report until Transfer JO status is "Complete"
  
-a.5. fill up Delivery report Profile (see link:[[module:joborder:delivery:profile|Delivery Report Profile]])+**C. Cancelling a Transfer Report**
  
-d.6. click "Save" to have a draft delivery report +c.1. identify the Transfer Report for cancellation
  
-**B. Printing Delivery Receipt ** +c.2. click "cancel" button (only draft transfer report can be cancelled)
- +
-b.1. identify the Delivery JO and its Delivery Report you need to dispatch +
- +
-b.2. review and finalize the details  +
- +
-b.3. click "In Transit" to see system Delivery Receipt and notify sender that listed items are on the way to assigned destination (can be the last step if printing option 2 is followed) +
- +
-b.4. Print the Delivery Receipt  +
- +
-b.4.1. (Option 1): print using system generated DR by clicking "PRINT DR" --- **note: not yet aligned** +
- +
-b.4.2. (Option 2): print by exporting system data to excel DR Printing template +
- +
-**C. Exporting System Data to Print DR** +
- +
-c.1. on the delivery report you want to have DR click "Export" or "Export DR" +
- +
-c.2. fit data to DR template  +
- +
-c.3. review and finalize data for printing (save file - optional) +
-   +
-c.4. print excel DR using DR paper in dot matrix printer +
- +
-c.5. sign prepared by section of DR +
- +
-**D. Dispatching Delivery with DR** +
- +
-d.1. identify the DR and corresponding truck you want to dispatch +
- +
-d.2. confirm by signing checked and approved by section of DR +
- +
-d.2. release loaded truck by giving the DR and other pertinent documents and instructions +
- +
-**E. Updating an In-Transit Delivery Report** +
- +
-d.1. receive receiver signed delivery receipt (or as notified) +
- +
-d.2. access corresponding delivery report +
- +
-d.3. modify or apply changes in signed DR +
- +
-d.4. review and finalize +
- +
-d.5. click "delivered" to notify completion +
- +
-**E. Cancelling a Delivery Report** +
- +
-e.1. identify the job order for cancellation +
- +
-e.2. click "cancel" button (only draft delivery report can be cancelled) +
- +
-**Notes:** +
- +
-For information about delivery report profile see [[module:joborder:deliveryreport:profile|Delivery Report]].+
  
 **Notes:** **Notes:**
  
-For instructions on how create a report for an existing Transfer job order record please see [[operation:list#Create New Record|Create New Record]] and fill up [[module:joborder:transferreport:profile|Transfer Report]].+For information about transfer report profile see [[module:joborder:transferreport:profile|Transfer Report Profile (Transfer Report)]].
module/joborder/transferreport/list.1410426489.txt.gz · Last modified: 2014/09/11 17:08 by target

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki