Overview:

Direct Delivery Report list allows registration of Direct Delivery Reports for use within system modules. Registration requires a written or verbal authorization from PM in charge instructing the use of this report. Each successful registration adds to the number of Direct Delivery Report in the list and provided a system generated code to distinguish one Report from another.

Definition of Terms: Direct Delivery Report List - database of company Direct Delivery Reports

Direct Delivery Report - a Delivery Report without Reference JO in the System, exercised by warehouse as instructed by PM

Direct Delivery Report Profile - consists pertinent information about the Direct Delivery Report; found under Inventory-Direct Delivery Report

User Involve:

Project Manager is responsible for instructing (written or verbal) Warehouse to create and exercise the use of Direct Delivery Report. Both are in charge of maintaining a controlled and accurate Direct Delivery Report in the system.

Forms:

Direct Delivery Report - System form used by Warehouse to document delivery of prepared items

Delivery Receipt - the accounting form used to list the actual items delivered to and received by the client

General Procedure/Instruction:

A. Creating and Serving a Direct Delivery Report

a.1. receive instruction from PM to deliver items using Direct Delivery Report (Both must know that using Direct Delivery Report will not require PM to create JO)

a.2. identify the reference PIN of items to be delivered

a.3. open blank Direct Delivery Report and fill up the information needed in the header

a.4. list identified items or retrieved JO Prep if available

a.5. load items to delivery Truck then set Direct Delivery Report to “In-Transit” to Print DR

a.6. Print DR

D. Reporting a Delivery Job Order

please see Delivery Report List

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
• note: check for related JO preparation and JO service (PD,PDS,DS) revise and cancelled accordingly
• -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 delivered is being finalized
• New - delivery job order details are final and sent to warehouse for execution
• On-going - job order was acknowledged by warehouse and listed items are being loaded or in-transit
• Partial - job order is reported by warehouse but some items are not yet delivered
• Complete - delivery report quantity matches or exceeds requested quantity as reported by warehouse
• Cancelled - job order is cancelled by sender due to reasonable reasons

Notes:

For information about delivery job order profile please see Delivery Profile (Delivery Job Order).

Delivery JO is for giving order to deliver prepared materials of selected project base on selection of reported preparation job order as issuance basis of delivery quantity. Delivery completes until delivered quantity in delivery report matches requested prepared quantity. Reported delivered quantity will be the items allowed for backload job order in case the need arises.