Transfer Profile

This section is the Transfer Profile. This form contains the fields for creating a Transfer Job order for internal use or as reference to .

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

• JO number – system generated record number (JO11 is a transfer type)
• Date – date of registration as draft
• Transfer Type – selection of transfer type; can be Internal, Purchasing, or Production
  • Internal - used for item transfers that are not covered by other job orders
  • Purchasing - used for item transfers that is related to a confirmed purchase order
  • Production - used for item transfers that is related to a confirmed production order
• Project Number – reference project of job order
• Project Title - reference title of project
• Client - reference client of job the project
• PM - officer in charge of the job order
• JO Status – status of transfer job order; see status names
• Remarks – additional notes
• Ordered PO number - reference confirmed purchase order; not needed if type is internal
• Supplier - contact supplier of the confirmed purchase order
• Department - department in charge of the transfer
• Transfer Source - source location of transfer
• Transfer Destination - primary destination of transfer

*Transfer Instruction Tab

• Transfer date- date when transfer should commence
• Transfer location - place where item be delivered/moved
• Transfer time - time of tranfer
• Ref Doc no. - reference document number of transfer (pick-slip, delivery, PDR, invoices etc)
• Special Instruction - additional notes

*Transfer Item Tab

• Item Group - grouping of items for transfer
• item code - reference item code of items for transfer
• Item Description - name of item for transfer
• Item color - color of item on transfer
• Uom - unit of measurement of item on transfer
• Source name - source location of item on transfer
• Source Item Class - source item class of items for transfer
• Requested Qty - quantity of items for transfer
• Destination Name - transfer location of items for transfer
• Destination Item Class - destination item class of items for transfer
• Transferred Qty - quantity of items transferred to assigned destination
• Line Remarks - additional notes related to the item

* Transfer Report Tab

• TR no - Transfer Report number
• TR date - date of transfer
• Doc num - reference document number/s used for the transfer
• Status - transfer status (Draft, In-transit or Transferred)

Important notes:

Follow this link to see Job Order Transfer List general instruction page