TDCI System

User Tools

Site Tools

Trace:
module:purchaseorder:productionorder: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:purchaseorder:productionorder:list [2015/09/17 18:54]
target 		module:purchaseorder:productionorder:list [2019/11/12 19:16] (current)
target
Line 5: Line 5:
  
 Purchasing Order list allows registration of Purchasing orders (or Request for Quotation) for use within system modules. Purchasing orders are for processing by Purchasing from requesting of quotation until approved or ordered. Each successful registration adds to the number of purchase order for approval in the list and each provided with a system generated code to distinguish one record from another. Purchasing Order list allows registration of Purchasing orders (or Request for Quotation) for use within system modules. Purchasing orders are for processing by Purchasing from requesting of quotation until approved or ordered. Each successful registration adds to the number of purchase order for approval in the list and each provided with a system generated code to distinguish one record from another.
 +
 +Given the nature of Purchase Request additional features are implemented for Purchase Order to cover Rush orders thus introducing Buy Order instead of Purchase Order
  
 **Definition of Terms:** **Definition of Terms:**
Line 11: Line 13:
  
 Purchasing Order Record/Profile - consists pertinent information about the Purchasing Order;  Purchasing Order Record/Profile - consists pertinent information about the Purchasing Order; 
 +
 +Rush Orders - these are priority order which are needed within the day or two where items would be bought by a runner over the counter usually on cash payment basis through cash advance or use of revolving fund.
 +
 +Buy order - this is a system generated purchase order in different format use as a formal buying instruction with CA and Expense report section
  
 **User Involve:** **User Involve:**
  
-Purchasing is responsible for creating a Purchase Order (PO) base on Purchase Request sent by Project Manager. Purchasing act as coordinator between the supplier and project manager. They are all in charge of maintaining a transparent and accurate Purchase Order system. +Purchasing is responsible for creating a Purchase Order (PO) base on Purchase Request sent by Requestor. Purchasing act as coordinator between the supplier and requestor. They are all in charge of maintaining a transparent and accurate Purchase Order system. 
  
 **Forms:** **Forms:**
Line 22: Line 28:
 can be: can be:
  
-- PO acts as a request for quotation until approved by project manager+- PO can act as a Request For Quotation until approved by requestor
  
-- an approved PO is a formal form use to justify ordered materials given set of conditions+- an Approved PO is a formal form use to justify ordered materials given set of conditions
  
 **General Procedure/Instruction:** **General Procedure/Instruction:**
Line 39: Line 45:
  
 a.5. click save to make a "draft" Purchase Order a.5. click save to make a "draft" Purchase Order
 +
 +Note: items added on PO which are not on PR will appear on PR with "not on PR" remarks
  
 **B. Sending a Purchase Order** **B. Sending a Purchase Order**
Line 51: Line 59:
  
 b.5. click "Post" to notify user (PM) that request for quotation was sent to supplier b.5. click "Post" to notify user (PM) that request for quotation was sent to supplier
 +
 +Note: See instruction E. For using Buy order (rush orders) instead of Purchase Order
 +
  
 **C. Confirming a Purchase Order** **C. Confirming a Purchase Order**
Line 68: Line 79:
 **When to create a Transfer JO for Purchasing Order:** **When to create a Transfer JO for Purchasing Order:**
  
-Transfer JO is needed when supplier informs purchasing that PO Qty is ready for pick-up or deliver; at this point purchasing is required to create a Transfer JO - Purchasing type indicating the items that will be received or need to be picked-up. Works like JO-Receiving but for local details of incoming shipment. +Transfer JO is needed when supplier informs purchasing that PO Qty is ready for pick-up or deliver; at this point purchasing is required to create a Transfer JO - Purchasing type indicating the items that will be received or need to be picked-up. Works like JO-Receiving but for local details of incoming shipment. In return, Warehouse will post Transfer report (Inbound) to report receipt of materials. 
 + 
 +For Orders with items to be supplied by the company (e.g. sample, item to be fabricated/coated etc), Purchasing will create Transfer JO instructing Warehouse to supply the indicated materials to supplier. Warehouse will report materials provided using Transfer Report (outbound).   
 + 
 +For cases where Purchasing failed to send Transfer JOs before activity took place. Purchasing and Warehouse may communicate the use of TR2 column and Records Tab of PO to report Materials Receipt.
  
 **D. Re-Ordering a For Revision Purchase Order** **D. Re-Ordering a For Revision Purchase Order**
Line 176: Line 191:
   * Draft - the list of items for Production order is being finalized   * Draft - the list of items for Production order is being finalized
   * New - Production order details are final and sent to supplier for review and pricing    * New - Production order details are final and sent to supplier for review and pricing 
 +  * New-Rush - this is an expanded status to note priority orders with use of buy order in replace of PO
   * Ordered - Production order was approved by project manager and acknowledge by supplier   * Ordered - Production order was approved by project manager and acknowledge by supplier
 +  * Ordered-Purchased - this is an expanded status after rush orders are served/bought
   * Cancelled - Production order is rejected by project manager or supplier due to reasonable reasons   * Cancelled - Production order is rejected by project manager or supplier due to reasonable reasons
   * For Revision - an Ordered PO affected by changes in PR requested item   * For Revision - an Ordered PO affected by changes in PR requested item
 +
 +**E. Creating and Posting Buy Order**
 +
 +e.1. when posting as New; do not opt to process quotation option; this turns status to NEW-RUSH
 +
 +e.2. select fill up Buy Order Option
 +
 +e.3. fill up Buy Order
 +
 +e.4.a Save and instruct use of Buy Order (note: Use TR2 and Record feature to report bought items)
 +
 +e.5.b After buying, update order status to "Ordered-purchased" 
 +
  
 For information about Production Order details please see about page under [[module:purchaseorder:productionorder:profile|Production Order Profile]]. For information about Production Order details please see about page under [[module:purchaseorder:productionorder:profile|Production Order Profile]].
module/purchaseorder/productionorder/list.1442487281.txt.gz · Last modified: 2015/09/17 18:54 by target

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki