====== Job Order Preparation List ====== This section is the Job Order Preparation List. It contains the list of Job Order Preparation records. \\ **Overview:** Job Order Preparation list allows registration of preparation job order for use within system modules. Registration requires a reference final parts list for selection of item. Each successful registration adds to the number of preparation job order in the list and provided a system generated code to distinguish one job order from another. **Definition of Terms:** Job Order Preparation List - database of company preparation job orders Job Order Preparation - a type of Job order Job Order Preparation Record/Profile - consists pertinent information about the preparation; found under Job Order-Preparation **User Involve:** Project Manager and Supply Chain are responsible for initiating a Preparation job order to be processed and reported by Warehouse Team in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and accurate preparation job order system. **Forms:** Preparation Job Order - used to be called Materials Requisition Form (MRF); the common form to use by PM, supply chain and warehouse for requesting and reporting preparation for specific project **General Procedure/Instruction:** **A. Creating a Preparation Job Order** a.1. receive delivery schedule from client a.2. identify the final parts list you need to JO (see parts list D. Finalizing a Parts List Record) a.3. open blank Preparation JO and fill up the information needed in the header a.4. fill up the detail section by clicking add new row (+) sign button at the bottom tool selection a.5. select by checking items from the parts list shown and click "ok" a.6. complete the details by finalizing editable columns (group/warehouse/class/request quantity/added process/DR description/DR color/DR quantity/Remarks) a.7. click save to make a "draft" job order **B. Sending a Preparation Job Order** b.1. select the Preparation JO you need to send and execute by warehouse team (allow at most 3 days preparation time before date of delivery) b.2. review and finalize the details b.3. click "Post" to send **C. Executing a Preparation Job Order** c.1. select a job order you want to execute c.2. review and understand the details c.3. click "On-going" to acknowledge the details in JO and notify sender that you will now start serving, else request revision or ask questions from sender given the unclear/unacceptable details c.4. print JO as it pops-up upon clicking on-going c.5. execute the job order **D. Reporting a Preparation Job Order** d.1. upon execution fill-up needed information on the printed Preparation JO d.2. finalize printed Preparation JO report d.3. using printed Preparation JO report, create a system preparation report using the reference Preparation JO in the system d.4. click "Report" to notify sender of the work done d.5. make report until JO status is "Complete" **E. Revision or Cancellation** e.1. identify the job order for revision/cancellation e.2. check JO status if JO status: * -draft: any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO) * -new:any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO) * -on-going: inform warehouse regarding revision/cancellation of concerned JO. Warehouse returns item or suspends serving JO and click roll back to return Jo status to new then PM can cancel the new status document * -reported complete/partial: this status cannot be revised or cancelled; please use inventory adjustment or related JO to offset errors made e.3. click "Save" or “Cancel” following the given conditions **Notes:** All type Job orders have the same status naming convention but may differ in meaning. Preparation Status are as follows: * Draft - the list of items to be prepared is being finalized * New - preparation job order details are final and sent to warehouse for execution * On-going - job order was acknowledged by warehouse and listed items are being prepared * Partial - job order is reported by warehouse but some items do not match requested quantity due to various preparation problems * Complete - preparation report quantity matches or exceeds prepared quantity as reported by warehouse * Cancelled - job order is cancelled by sender due to reasonable reasons For information about Preparation Job order details please see about page of Preparation job order profile. [[module:joborder:preparation:profile|Preparation Profile (Preparation Job Order)]].