This section is the Transfer Report Profile. This form contains the fields for creating a Transfer Report for a reference delivery job order.

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

• TR no. - system generated Transfer report number
• TR Date - date when TR created
• Doc no. - reference printed document number of the transfer (e.g. PDR, Supplier's DR, etc.)
• JO no. - reference transfer job order number
• Prepared by - office in charge of the transfer
• Prepared date - date of preparation
• Prepared Checked by - auditor of preparation
• Status - state of the report; can be draft, in-transit, or transfered
  • draft - report is created for finalization;
  • In-Transit - exchange of item is in transit or being transported
  • Transferred - exchange of item occurred as reported
• Received by - recipient of item
• Received date - date of receipt
• Received Checked by - checker of transferred items
• Transfer source - source location of item
• Transfer destination - primary destination of transfer
• Item Group - grouping of items on transfer
• Item code - reference item master file code of item
• Item description - item name on transfer
• Item Color - item color on transfer
• Uom - unit of measurement of item on transfer
• Source Name - same as transfer source
• Remaining Req - requested transfer quantity on balance
• Source Item Class - source item class of item (disregarded if items from supplier)
• Destination Name - same as transfer destination
• Destination Item Class - storing item class of item (disregarded if items to supplier)
• PDR Qty - quantity indicated in print out; quantity deducted from transfer source inventory
• Transferred Qty - actual transferred item quantity; quantity added to transfer destination inventory
• Returned Qty - rejected or returned quantity which will add quantity back to transfer source inventory
• Line Remarks - notes regarding the line item

Important notes:

Remember that Transfer job order have different types and is affected by the transferring source and destination. Therefore, transfer reports may differ in point of view base on the mentioned differences. Example: When the source is from supplier, the In-transit state/status is redundant on the side of reporter, but he/she still needs to go through that state to complete the report. In this case, in-transit means items is assumed as being transported or already transferred.

Follow this link to see Job Order Transfer Report List general instruction page