TDCI System

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====== Backload Profile (Backload Job Order) ======

This section is the Backload Profile. This form contains the fields for creating a Backload record for job ordering.

Overview: Backload Profile states information about the job order. such as,

  * JO number – system generated record number (JO05 is a backload type)
  * Date – date of registration as draft
  * Project No. – reference project number of the job order
  * Project Title – reference title of PIN
  * Project location – reference project address
  * PM – officer in charge of JO
  * Status – status of job order; see [[module:joborder:joborder:list|status names]] 
  * Remarks – additional notes or special instructions
  * Backload type - return considerations such as:
    * Temporary Storage
        *  - items are still client owned but are returned and temporarily stored in TD Warehouse as non-inventory item (NINV3); these items are for use in subsequent client projects and are released using a new JO-Prep (NINV3); this is used to properly itemized/quantify and include items in a new project/PL & JOs. 
    * For Transfer 
        * -same as temporary storage but released using Mobile Transfer JO to document delivery of items to another client location/branch 
    * For Client Account Deduction
        *  - items are returned and quantify to deduct value to client account; items returned should be in proper condition and resalable
  * Department – reference department 
  * Backloaded by - officer in charge of backload/pull-out
  * Checked by - officer in charge of checking returned items
  * Backload Date – date when pull-out is scheduled
  * Backload Time – schedule of pullout time
  * Special Instructions – additional receiving instructions
  * Backload Detail – tab for listing items for pullout
               * DR Desc - description of item used in printing DR
               * DR color - indicated color of item as indicated in DR
               * Qty - pre-define quantity of items for pullout
               * Process added - process made by warehouse to achieve the required final item attribute
               * system item code - reference source of item base on system item masterfile
               * item code - reference source of item base on accounting inventory
               * item description - original description of item base on masterfile
               * item color - original color of item base on masterfile
               * warehouse - storage location of item
               * item class - source storage class of item
               * uom - unit of measurement according to masterfile
               * backload quantity - quantity backloaded/pulled-out 

Important notes:

Items for backload should be limited only to the items from the system generated list of delivered items. These items may vary from its original form (eg. sprayed/powder-coated with diff color, cut, welded, drilled, etc.), variation may cause confusion when returned back from source warehouse and item classification. And it is important to consider the following:

  * should items with variation be allowed for back load?
  * if no, consider one warehouse and item classification option and indicate back-loaded quantity of the original item.
  * if yes, 
      * (option1):don't fill/add to backload Qty column as this will add quantity from original item (just note the backloaded quantity on line remarks) then consider creating new item (in masterfile) to monitor the material quantity using the system with the use of inventory adjustment c/o supply chain. 
      * (option2):consider the backloaded item as client inventory or loss given special instruction, and don't fill backload qty in backload report.
      * (option3) : latest update as of 6/10/14, system allows undelivered (not in DR/altered) items to to be listed in backload detail upon saving as of backload profile as draft and while reporting backload items in ongoing status. Just make sure items to add will be recorded properly with correct description, warehouse and item class.

Follow this link to see [[module:joborder:backload:list|Job Order Backload List]] general instruction page
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