This section is the Receiving Report List. It contains the list of Receiving Reports.

Overview:

Receiving Report list allows registration of receiving job reports for use within system modules. Registration of report requires Receiving Job Order with corresponding inventory order/s as reporting reference to match order quantity and received quantity. Where each Inventory order of a Receiving JO can only have one Receiving Report which progresses to completion base on reported quantities. Each report is provided with a system generated code to distinguish one from another.

Definition of Terms:

Receiving Report List - database of company Receiving Reports

Receiving Report Record/Profile - consists pertinent information about the received shipment; found under Job Order-Receiving Report

Item for Completion - these are items shipped by supplier to complete the missing items from previous shipment

User Involve:

Warehouse/Material Managers are the main responsible for providing an accurate and timely receiving reports; Any concerns regarding the items should be coordinated with supply chain or operations.

General Procedure/Instruction:

A. Creating a Receiving Report

a.1. Upon unloading and checking of materials, Have the printed reference Receiving JO used in actual receiving at hand

a.2. Access web system Job Orders - Receiving menu and open the reference JO you need to report given the JO# written in print out

a.3. Encode the checked received quantity

a.4. Save report and click “RECEIVED” to emphasize that items were already in receiving area

a.5. Get instruction from Supply chain or Operations to post report (this will add received quantity to inventory balance); if for revision, revise as instructed or see C. Reporting Variances of Item not in JO

a.6. click “Report” to add received quantity to inventory balance (If status: complete, report is done)

B. Completing a Partial Status Report

b.1. Have instruction or JO remarks from supply chain or operations that items for completion are included in the incoming shipment

b.2. received the shipment and confirm the receipt of items for completion

b.3. given the reference JO# of partial receiving report, encode the confirmed items in this report until status “complete” is achieve.

C. Reporting Variances of Item not in JO

Option A: Segregation of Item not in JO for scheduled checking

c.A.1. discuss with supply chain or operations the items with variance

C.A.2. get/receive instruction from supply chain or operations to implement Option A and click “Report”(a.6)

c.A.3. segregate items received that are not in the job order and place it in designated area

c.A.4. label the items properly (label: Shipment#, generic name & received quantity)

c.A.5. maintain item and follow up inventory adjustment order until segregated items were all accounted (empty)

Option B: Authorizing Warehouse to Add items not in JO

c.B.1. discuss with supply chain or operations the items with variance

C.B.2. get/receive instruction from supply chain or operations to implement Option B.

c.B.3. add the items accordingly (new items should be registered by supply chain first)

c.B.4. have it rechecked by supply chain

c.B.5. get/receive instruction from supply chain that it is final

c.B.6. click “Report” to add received quantity to inventory balance (If status: complete, report is done)

Notes:

Reported Receiving Reports are input document for accounting which can be imported from the system for further processing.

For instructions on how create a report for an existing receiving job order record please see Create New Record and fill up Receiving Report.