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module:purchaseorder:purchasingorder:list

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module:purchaseorder:purchasingorder:list [2014/08/28 18:50]
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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 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]]
 +
 +**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** **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. 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.
  
-d.1. select a For Revision PO you want to re-order+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.2. check for revision of PO Qty - enter new PO qty if any +d.3. check for possible revision of PO Qty - enter new PO qty if any 
  
-d.3.a if no changes made click "Ordered" (items on list not affected by revision)+d.4.a if no changes made click "Ordered" (items on list not affected by revision)
  
-d.3.b if with changes,+d.5.b if with changes,
  
-**d.3.b (option 1: revise previously approved PO)**+**d.5.b (option 1: revise previously approved PO)**
  
-d.3.b.1 discuss with supplier about the revision+d.5.b.1 resend printed PO with revised quantity (using re-printed or previously signed PO) as agreed in discussion
  
-d.3.b.2 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.3.b.3 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.3.b.4 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.3.b.5 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.3.b (option 2: consider a new PO for additional order/s)**+**d.5.b (option 2: consider a new PO for additional order/s)**
  
-d.3.b.1 click "Ordered" without making changes in PO qty+d.5.b.1 click "Ordered" without making changes in PO qty
  
-d.3.b.2 follow section A,B & C to order additional PO qty+d.5.b.2 follow section A,B & C to order additional PO qty
    
 **System Record Status:** **System Record Status:**
module/purchaseorder/purchasingorder/list.1409223045.txt.gz · Last modified: 2014/08/28 18:50 by target

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