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module:joborder:transferreport:list

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module:joborder:transferreport:list [2014/09/11 18:24]
target 		module:joborder:transferreport:list [2014/09/11 18:38] (current)
target
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 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. make report until Transfer JO status is "Complete" a.13. make report until Transfer JO status is "Complete"
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 b.10. make report until Transfer JO status is "Complete" b.10. make report until Transfer JO status is "Complete"
  
-**B. Report: Purchasing Transfer JO**+**C. Cancelling a Transfer Report**
  
-a.1. confirm loaded materials that are scheduled for delivery by checking its reference JO preparation+c.1. identify the Transfer Report for cancellation
  
-a.2. indicate or put remarks for incomplete loading (when not all prepared items are loaded) +c.2. click "cancel" button (only draft transfer report can be cancelled)
- +
-a.3. access reference delivery job order in the web system +
- +
-a.4. click "add delivery report" under delivery report tab +
- +
-a.5. fill up Delivery report Profile (see link:[[module:joborder:delivery:profile|Delivery Report Profile]]) +
- +
-d.6. click "Save" to have a draft delivery report  +
- +
-**B. Printing Delivery Receipt ** +
- +
-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.1410431089.txt.gz · Last modified: 2014/09/11 18:24 by target

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