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

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

• JO number – system generated record number (JO01 is a preparation type)
• Date – date of registration as draft
• Project No. – reference project number of the job order
• Part list – reference PL number for material selection
• Project Title – reference title of PIN
• Client code – reference client of PIN
• PM – officer in charge of the project
• Status – status of job order; see status names
• Remarks – additional notes or special instructions
• For delivery JO – yes or no option related to the type of JO selected; yes would require JO-delivery before saving
• Due date – expected deadline of preparation; usually 3 days upon order
• Department – reference department
• Prepared by – reporting officer in charge of actual preparation
• Checked by – reporting officer in charge of checking and reporting prepared materials
• Prepared Date – date when preparation was done
• Stored to – location name where preparation is temporarily kept
• Auto fill prepared quantity – fills preparation quantity with requested quantity for reporting
• Warehouse – assigned warehouse from where to get the listed item
• Item Class – assigned class from where to get the listed item
• Requested Quantity – quantity per item for preparation
• Prepared Quantity – served quantity per item
• Added Process – additional process that can be handled with-in warehouse
• DR Description – item name to use in delivery receipt’s item description
• DR Color – item color to use in delivery receipt’s item color
• DR Qty – item quantity to use in delivery receipt’s quantity

Important notes:

Posting JO is like sending email job order to warehouse but according to specific task or JO type. Posting makes JO-preparation’s reference parts list non-editable.

It is a system control that each parts list item referred in JO preparation to have one item from one warehouse and with one reference item class in one JO-preparation. This implies that if one item will require serving from different warehouse and class to meet requested quantity, affected item should be in at least two separate line items or in separate JO. Otherwise, items in report might incur variances resulting to inaccurate system inventory count. In case of mismatched item warehouse and class reporting, use inventory adjustment as last resort.