This section is the Importation List. It contains the list of Importation records.

Overview:

Importation list allows registration of shipments to monitor progress and link together inventory orders with the same ship-out. Registration follows standard shipment numbering convention according to user's agreement. Each successful registration adds to the number of shipments in the list and provided a system generated code to distinguish one order from another.

Definition of Terms:

Importation List - database of company shipments

Importation Record - consists pertinent information about the registered Shipment; found under Inventory Menu>Importation

Shipment Number- unique code produced by user for monitoring shipments

User Involve:

Supply chain managers (SC) are in charge of maintaining and processing inventory orders while maintaining close coordination with importation to group confirmed orders into shipments

Importation processes importation of inventory order until released and delivered to assigned destination

Forms

Inventory Order profile - a web system form use to have a copy of items on order base on order confirmation (OC) or supplier's invoice

OC Template - the form use to create an Order Confirmation or Supplier's Invoice

Order Confirmation (OC) - the printed record of order which have stamped and signed by both party in agreement

General Procedure/Instruction:

A. Creating an Inventory Order Record

a.1. access inventory order module under inventory menu

a.2. fill-up inventory order profile given the reference order list from excel file

a.3. click “save” to have a pending inventory order

B. Using Inventory Order Import Detail function

b.1. Summarized the order you want to import (using compatible excel cost sheet or order list)

b.2. copy the columns (item code, total qty, description) and paste to the importing template or sheet

b.3. high-light the column headers down the last item of the pasted details

b.4. run the macro (macro name:?) (the macro will create a CSV data in noted pad)

b.5. save the file in assigned folder

b.6. access the inventory order record you want to have details imported (see A. Creating an Inventory Order Record)

b.7. click “import details” (an input box will show “upload CSV data”)

b.8. copy and paste the text generated from step b.4 and b.5. in the input box

b.9 click “upload” (system will fill the inventory order details)

b.10. review correctness and click “save” to have a pending inventory order

C. Updating an Inventory Order Record

c.1. select an Inventory Order you want to update; update can be: a. revision of details or b. changing status

c.2. revise or update to reflect current information (also see D. Finalizing a Parts List Record)

c.3. click “save”

D. Confirming an Inventory Order Record

d.1. process the invoice (supplier's invoice) until confirmed or stamped and signed with both parties

d.2. select the corresponding inventory order in the system

d.3. click “Confirm” to have a confirmed Inventory Order for use in Receiving JO

Notes:

For information about inventory order profile please see Inventory Order Profile.