This section is the Job Order Transfer List. It contains the list of Job Order Transfer records.

Overview:

Job Order Transfer list allows registration of transfer job order for use within system modules. Transfer is divided into three types: Internal, Purchasing, and Production. Internal Transfer is for documentation of item movement between two company premises. Purchasing and Production type transfer registration requires a reference confirmed purchased order for selection of item and is external in nature which includes a third party supplier or fabricator. Each successful registration adds to the number of transfer job order in the list and provided with a system generated code to distinguish one job order from another.

Definition of Terms:

Job Order Transfer List - database of company Transfer job orders

Job Order Transfer - a type of Job order

Job Order Transfer Record/Profile - consists pertinent information about the Transfer; found under Job Order-Transfer

Users Involve:

Internal Type:

Supply Chain is responsible for creating a transfer job order to be processed and reported by warehouse team. Supply Chain should have the main control where items should be going and stored as deemed necessary or as requested by warehouse if they find the actual items may cause record conflict. Both are in charge of maintaining a transparent and accurate transfer job order system.

Purchasing and Production Type:

Purchasing is responsible for creating a transfer job order to be processed and reported by warehouse team. Purchasing should have the main control where items should be going and coming from as as coordinated between project manager and supplier. Involve are in charge of maintaining a transparent and accurate transfer job order system.

Forms:

Internal Transfer JO - the common form to use by supply chain and warehouse where PDR will be based from;

Provisional Delivery Receipt (PDR) - this is the provider and receiver's printed record for documentation of items on transfer within company owned/leased/authorized premises.

Purchasing Transfer JO - the common form to use by purchasing and warehouse with matching supplier's DR;

Production Transfer JO - the common form to use by purchasing and warehouse; can be out-going that comes with PDR; or incoming with matching supplier's Delivery Receipt

Supplier's Delivery Receipt - any document use by suppliers to formally list the items they supplied

General Procedure/Instruction:

IA. Creating an Internal Transfer Job Order

a.1. identify the items you need to transfer

a.2. fill-up an Internal Transfer JO

a.4. click save to make a “draft” transfer job order

B. Sending an Internal Transfer Job Order

b.1. select the Transfer JO you want to send and execute by warehouse team

b.2. review and finalize the details

b.3. click “Post” to send

C. Executing an Internal Transfer Job Order

c.1. select a job order you want to execute

c.2. review and understand the details

c.3. click “On-going” to acknowledge the details in JO and notify sender that you will now start serving, else request revision or ask questions from sender given the unclear/unacceptable details

c.4. print JO as it pops-up upon clicking on-going

c.5. execute the transfer

ID. Reporting an Internal Transfer Job Order

d.1. upon execution fill-up needed information on the printed JO

d.2. finalize printed JO report

d.3. using printed JO report, create a JO report using the reference JO in the system

d.4. click “Report” to notify sender of the work done

d.5. make report until JO status is “Complete”

E. Cancelling a Job Order

e.1. identify the job order for cancellation

e.2. check JO status

if JO status: -draft: any PM can cancel (cancel your own JO or as assigned by creator of JO) -new or on-going: warehouse manager is the only person with the rights to cancel as ordered by PM (through call,text or email)

1. previously only department manager has the right to cancel to act as arbiter between PM ans WM

-complete: completed JO can not be cancelled

e.3. click “Cancel” following the given conditions

Notes:

All type Job orders have the same status naming convention but may differ in meaning.

Transfer Jo Status are as follows:

• Draft - the list of items for transfer is being finalized
• New - transfer job order details are final and sent to warehouse for execution
• On-going - job order was acknowledged by warehouse and is transferring listed items from requested location to designated location
• Partial - job order is reported by warehouse to notify that some items were already moved by cannot complete due to circumstances
• Complete - items for transfer were all transferred to designated location
• Cancelled - job order is cancelled by sender due to reasonable reasons

For information about Transfer Job order details please see about page under transfer job order profile.