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module:purchaseorder:purchasingorder:list

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module:purchaseorder:purchasingorder:list [2014/08/28 16:20]
target 		module:purchaseorder:purchasingorder:list [2014/12/10 23:23] (current)
target
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 Purchase Order (PO) Purchase Order (PO)
 +
 can be: can be:
 +
 - PO acts as a request for quotation until approved by project manager - PO acts as a request for quotation until approved by project manager
 +
 - 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
  
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 a.2. sort items on request whether for purchase or [[module:purchaseorder:productionorder:list|for production]] a.2. sort items on request whether for purchase or [[module:purchaseorder:productionorder:list|for production]]
  
-a.2. fill-up a Purchase Order profile and list the items you need to purchase; see [[module:purchaseorder:purchasingorder:profile|Purchasing Order Profile]]+a.3. fill-up a Purchase Order profile and list the items you need to purchase; see [[module:purchaseorder:purchasingorder:profile|Purchasing Order Profile]]
  
-a.3. edit message box to personalize message+a.4. edit message box to personalize message
  
-a.4. click save to make a "draft" Purchase Order+a.5. click save to make a "draft" Purchase Order
  
 **B. Sending a Purchase Order** **B. Sending a Purchase Order**
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 c.2. discuss quotation with the assigned PM (pm will either approve or disapprove) c.2. discuss quotation with the assigned PM (pm will either approve or disapprove)
  
-c.3. provider feedback to supplier (supplier may provide more favorable offer then proceed to c.2)+c.3. provide feedback to supplier (supplier may provide more favorable offer then proceed to c.2)
  
 c.4. finalize PO (send an approved/cancelled copy if needed) c.4. finalize PO (send an approved/cancelled copy if needed)
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 c.6. proceed to creating Transfer Job Order; see [[module:joborder:transfer:list|Job Order Transfer List]] c.6. proceed to creating Transfer Job Order; see [[module:joborder:transfer:list|Job Order Transfer List]]
  
-**System Record Status**+**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.  
 + 
 +**D. Re-Ordering a For Revision Purchase Order** 
 + 
 +note: re-ordering means changing for revision status PO to Ordered status upon consideration of change in purchase request quantity as well as informing suppliers about the revised orders provided with revised formal PO. 
 + 
 +points to consider: 
 + 
 +* quantity of items to add/deduct from approved order 
 + 
 +* timing of revision (status of orders/materials) 
 + 
 +* preference of supplier with regards in changing of orders/PO 
 + 
 +upon consideration you may proceed by: 
 + 
 +d.1. select a "For Revision" PO you want to re-order 
 + 
 +d.2. discuss with supplier about the revision 
 + 
 +d.3. check for possible revision of PO Qty - enter new PO qty if any  
 + 
 +d.4.a if no changes made click "Ordered" (items on list not affected by revision) 
 + 
 +d.5.b if with changes, 
 + 
 +**d.5.b (option 1: revise previously approved PO)** 
 + 
 +d.5.b.1 resend printed PO with revised quantity (using re-printed or previously signed PO) as agreed in discussion 
 + 
 +d.5.b.2 follow section **C. Confirming a Purchase Order** c.1 to c.4 
 + 
 +d.5.b.3 update PO Qty base on the total approved quantity in PO (previously approved Qty +/- revision) 
 + 
 +d.5.b.4 click "ordered" to notify that revised PO was processed and updated 
 + 
 +d.5.b.5 proceed to creating/revising? Transfer Job Order/s; see [[module:joborder:transfer:list|Job Order Transfer List]] 
 + 
 +**d.5.b (option 2: consider a new PO for additional order/s)** 
 + 
 +d.5.b.1 click "Ordered" without making changes in PO qty 
 + 
 +d.5.b.2 follow section A,B & C to order additional PO qty 
 +  
 +**System Record Status:**
  
 Purchase Order Status are as follows: Purchase Order Status are as follows:
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   * Ordered - purchase order was approved by project manager and acknowledge by supplier   * Ordered - purchase order was approved by project manager and acknowledge by supplier
   * Cancelled - purchase order is rejected by project manager or supplier due to reasonable reasons   * Cancelled - purchase 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 information about Purchase Order details please see about page under [[module:purchaseorder:purchasingorder:profile|[[module:purchaseorder:purchaserequest:profile|Purchase Request Profile]]]]. For information about Purchase Order details please see about page under [[module:purchaseorder:purchasingorder:profile|[[module:purchaseorder:purchaserequest:profile|Purchase Request Profile]]]].
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module/purchaseorder/purchasingorder/list.1409214047.txt.gz · Last modified: 2014/08/28 16:20 by target

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