Accounting Finance:Short shipments/Over shipments/Wrong items shipped/Damaged Items - Revision history

Mikeg: /* Short Shipments */

2017-12-18T23:27:01Z

Short Shipments

Mikeg: /* Short Shipments */

2017-12-18T23:26:38Z

Short Shipments

Mikeg at 23:25, 18 December 2017

2017-12-18T23:25:47Z

Show changes

Mikeg at 23:07, 18 December 2017

2017-12-18T23:07:38Z

Mikeg at 21:23, 18 December 2017

2017-12-18T21:23:57Z

Mikeg at 21:10, 18 December 2017

2017-12-18T21:10:41Z

Mikeg at 19:50, 18 December 2017

2017-12-18T19:50:41Z

Mikeg at 19:49, 18 December 2017

2017-12-18T19:49:51Z

Mikeg at 19:31, 18 December 2017

2017-12-18T19:31:01Z

Mikeg at 19:20, 18 December 2017

2017-12-18T19:20:50Z

@@ Line 30: / Line 30: @@
 *Click '''Update'''
 *Click '''F12''' twice to move back to previous panel
-[[File:HLI2.PNG|400px]]
+[[File:HLI2.png|400px]]
 *If there are more than 10 lines of discrepancies, discrepancies will be entered on PO Discrepancy Report
 *Example: *VSS* (see PO Discrepancy Report for listing)

@@ Line 22: / Line 22: @@
 :'''-''' '''Effective 08/21/07 – Vendor Claim Notification info. Will be entered in Notes instead of incident header'''
 :'''-''' Click '''enter''' to time stamp incident
-[[File:HLI1.PNG|400px]]
+[[File:HLI1.png|400px]]
@@ Line 320: / Line 320: @@
 :'''-''' Change Status '''CMP'''
 :'''-''' Click '''enter''' to time stamp incident
 ==Over Shipments==

@@ Line 64: / Line 64: @@
 :'''-''' Change Status '''CMP'''
 :'''-''' Click '''enter''' to time stamp incident
 ===If short shipment was not noted on way bill but items were found===
@@ Line 141: / Line 142: @@
 :'''-''' Change Status '''CMP'''
 :'''-''' Click '''enter''' to time stamp incident
 ===If short shipment was not noted on way bill and/or items were confirmed as short shipped===
@@ Line 213: / Line 215: @@
 :'''-''' Change Status '''CMP'''
 :'''-''' Click '''enter''' to time stamp incident
 ===If short shipment is less than $50, Receiving will forward Hotline to  Buyer to advise of short shipment===
@@ Line 232: / Line 235: @@
 :'''-''' Change Status '''VSS''' (Vendor short shipment)
 :'''-''' Click '''enter''' to time stamp incident
 *Buyer will retrieve Hotline incident
@@ Line 254: / Line 256: @@
 :'''-''' Change Status '''CMP''' (Completed)
 :'''-''' Click '''enter''' to time stamp incident
 ===If short shipment has been confirmed and supplier is sending replacement items and invoice, Receiving will forward Hotline to  Buyer to advise of short shipment===
@@ Line 273: / Line 276: @@
 :'''-''' Change Status '''VSS''' (Vendor short shipment)
 :'''-''' Click '''enter''' to time stamp incident
 *Buyer will retrieve Hotline incident
@@ Line 318: / Line 320: @@
 :'''-''' Change Status '''CMP'''
 :'''-''' Click '''enter''' to time stamp incident
 ==Over Shipments==
@@ Line 415: / Line 418: @@
 :'''-''' Click '''enter''' to time stamp incident

← Older revision		Revision as of 21:23, 18 December 2017
Line 402:		Line 402:
	:'''-''' Change Status '''CMP'''		:'''-''' Change Status '''CMP'''
	:'''-''' Click '''enter''' to time stamp incident		:'''-''' Click '''enter''' to time stamp incident
		+
		+
		+	===If it was detected after cycle count that there was no over shipment, the Cost Accountant will notify Buyer===
		+	*Cost accountant retrieves hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format (NO VOS and additional notes)
		+	:'''-''' Example: NO VOS Item#00807396 – only received 4 cases not 6
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Status '''BRR''' (Buyer’s Review Required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+

@@ Line 355: / Line 355: @@
 *Make decision:
 :'''-''' A) Return the over shipment by:
-  :1. Contacting the vendor and obtaining RA
+:1. Contacting the vendor and obtaining RA
-  :2. Open Hotline incident
+:2. Open Hotline incident
-  :3. Enter Returns Authorization (under Contact (name), telephone #, telefax #, address, RA#, Courier name and #)
+:3. Enter Returns Authorization (under Contact (name), telephone #, telefax #, address, RA#, Courier name and #)
-  :4. Example: Contact: Paula Jones                                           Address: 2036 Jones Cable Street, Toronto, ON P1T 1V1                    RA#123456, Purolator - #1888888
+:4. Example: Contact: Paula Jones                                           Address: 2036 Jones Cable Street, Toronto, ON P1T 1V1                    RA#123456, Purolator - #1888888
 :'''-''' Effective 08/21/07 – Vendor Claim Notification info. Will be entered in Notes instead of incident header
@@ Line 369: / Line 369: @@
 :'''-''' Change Status '''DNR''' (Debit note required)
 :'''-''' Click '''enter''' to time stamp incident

← Older revision		Revision as of 19:49, 18 December 2017
Line 332:		Line 332:
	*Procter & Gamble over shipments will be refused at the door and return to the carrier.		*Procter & Gamble over shipments will be refused at the door and return to the carrier.

		+
		+	*Receiving will forward Hotline to Buyer advising Buyer of over shipment
		+	*'''Hotline incident'''
		+	:'''-''' Enter Customer number
		+	:'''-''' Enter Cust order number (PO#)
		+	:'''-''' Enter Handler '''Receiver name'''
		+	:'''-''' Enter Status as '''NEW'''
		+	:'''-''' Enter problem '''VOS''' (Vendor over shipment)
		+	:'''-''' Enter resolution '''BDR''' (Buyer’s decision required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Enter standard notes format (VOS Item#, item description, size and additional notes)
		+	:'''-''' Example: *VOS” Item#00807396 – 25c Twizlators Strw Smith, 36’s (over shipped 2 cases)
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' twice to move back to previous panel
		+	:'''-''' Retrieve Hotline Incident
		+	:'''-''' Change Handler '''BUYER'''
		+	:'''-''' Change Status '''VOS''' (Vendor over shipment)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	*Buyer will retrieve Hotline incident
		+	*Make decision:
		+	:'''-''' A) Return the over shipment by:
		+	:1. Contacting the vendor and obtaining RA
		+	:2. Open Hotline incident
		+	:3. Enter Returns Authorization (under Contact (name), telephone #, telefax #, address, RA#, Courier name and #)
		+	:4. Example: Contact: Paula Jones Address: 2036 Jones Cable Street, Toronto, ON P1T 1V1 RA#123456, Purolator - #1888888
		+	:'''-''' Effective 08/21/07 – Vendor Claim Notification info. Will be entered in Notes instead of incident header
		+
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter RA# Return to vendor item#00807396 – 2 cases
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Handler to '''SIONYA/CHRISTINET'''
		+	:'''-''' Change Status '''DNR''' (Debit note required)
		+	:'''-''' Click '''enter''' to time stamp incident

← Older revision		Revision as of 19:31, 18 December 2017
Line 232:		Line 232:
	:'''-''' Change Status '''VSS''' (Vendor short shipment)		:'''-''' Change Status '''VSS''' (Vendor short shipment)
	:'''-''' Click '''enter''' to time stamp incident		:'''-''' Click '''enter''' to time stamp incident
		+
		+
		+	*Buyer will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format PO REVIEWED and additional notes
		+	:'''-''' Example: PO REVIEWED PO#8002405 was adjusted – items will not be shipped - line zero out
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Handler to '''SIONYA/CHRISTINET'''
		+	:'''-''' Change Status '''U50''' (Under $50 no debit note required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	*Cost Accountant will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format NO DN and additional notes
		+	:'''-''' Example: NO DN No debit note was created for <$50 VSS
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous
		+	:'''-''' Change Status '''CMP''' (Completed)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	===If short shipment has been confirmed and supplier is sending replacement items and invoice, Receiving will forward Hotline to Buyer to advise of short shipment===
		+	*New Hotline incident
		+	:'''-''' Enter Customer number
		+	:'''-''' Enter Cust order number (PO#)
		+	:'''-''' Enter Handler '''Receiver name'''
		+	:'''-''' Enter Status '''NEW'''
		+	:'''-''' Enter Problem '''VSS''' (Vendor short shipment)
		+	:'''-''' Enter Resolution '''DNR''' (Debit note required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Enter standard notes format (VSS and additional notes)
		+	:'''-''' Example: * VSS Item#00807396 - 25 c Twizlators Strw Smth, 36’s (shorted 2 cases)
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' twice move back to previous panel
		+	:'''-''' Retrieve Hotline incident
		+	:'''-''' Change Handler to '''BUYER'''
		+	:'''-''' Change Status '''VSS''' (Vendor short shipment)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+
		+	*Buyer will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format PO REVIEWED and additional notes
		+	:'''-''' Example: PO REVIEWED PO#8002405 was adjusted – items will be shipped on XF#8002222 and invoiced separately. Debit note is required to claim for VSS.
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Handler to '''SIONYA/CHRISTINET'''
		+	:'''-''' Change Status '''DNR''' (Debit note required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	*Cost Accountant will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format (CCR and additional notes)
		+	:'''-''' Example: CCR Item#00807396 - 25 c Twizlators Strw Smth, 36’s Invoiced: 4 cases
		+	:'''-''' Received: 2 cases
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Handler to '''SONNYV'''
		+	:'''-''' Change Status '''CCR''' (Cycle count required)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	*Shelf Maintenance will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format (*CC” and additional notes)
		+	:'''-''' Example: CC Shelf: 2 Cases Computer: 2 Cases (short shipment confirmed)
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Handler '''SIONYA/CHRISTINET'''
		+	:'''-''' Change Status '''CCC''' (Cycle Count Completed)
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	*Cost Accountant will retrieve Hotline incident
		+	:'''-''' Select '''Notes'''
		+	:'''-''' Select '''Add'''
		+	:'''-''' Enter standard notes format (DN) and additional notes
		+	:'''-''' Example: DN DN#8003333 charged to vendor and deducted from payment
		+	:'''-''' Click '''Update'''
		+	:'''-''' Click '''F12''' to move back to previous panel
		+	:'''-''' Change Status '''CMP'''
		+	:'''-''' Click '''enter''' to time stamp incident
		+
		+	==Over Shipments==
		+	*Over shipments are when quantities receive do not match purchase order
		+	*If the over shipment is 1 case or less, Receiving will receive items into inventory.
		+	*If the over shipment is greater than 1 case, the over shipped products will be moved to held for inspection for Buyer’s decision.
		+	*There are two possible decisions made by Buyer for over shipments:
		+	:'''-''' Return over shipment
		+	:'''-''' Accept over shipment and receive into inventory
		+	*If the over shipment puts inventory in an overstock position, the Buyer must contact the vendor and arrange for extended terms on the item or a discount on the selling price. A reference purchase order (XF) is created.
		+	*Receiving using PO Lines Enquiry will identify over shipments
		+	*Receiving will confirm over shipments by referencing back to packing slip
		+	*Finance department will not return over shipments which are under $50
		+	*Procter & Gamble over shipments will be refused at the door and return to the carrier.
		+
		+

@@ Line 9: / Line 9: @@
 *Finance department will not debit back for short shipments under $50
 *If vendor has been advised of short shipment but short shipment was later discovered to be not a short shipment, Receiving must notify the vendor to disregard the original claim.
 *Receiving will create new Hotline incident and contact vendor to advise of short shipment
@@ Line 22: / Line 23: @@
 :'''-''' Click '''enter''' to time stamp incident
 [[File:HLI1.PNG|400px]]
 *Select '''Notes'''
@@ Line 33: / Line 35: @@
 *Receiving documents and PO Discrepancy Report will be forwarded to Buyer.
 *Hotline incident # must be entered onto PO Discrepancy Report
 *Receiving will forward Hotline to Buyer advising the Buyer of short shipment
@@ Line 179: / Line 182: @@
 :'''-''' Change Handler '''RCVPROBLEM'''
 :'''-''' Change Status '''VCR''' (Vendor claim notification required)
 :'''-''' Click '''enter''' to time stamp incident