1 - Introdução
The “Logistic Orders” come from the action of sending the “Logistic Needs” (Tasks - Control Logistic Needs (Clone request)) to supplier. Here the user will attend to company needs and will be sent to iDRAKE Logistics to supplier or - in case the supplier does not have an account - to their e-mail. This page is exclusive to send logistic requests to supplier and may come from two different places:
The request can be performed through the page “Control Logistic Needs“ where the user will select the desired needs and send on batch or individually clicking on “Request” to be redirected to the page that will be explored in this article.
Through the page Tasks > Logistics > Logistic Orders for searches and consulting.
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1.1 The Logistic Order process consists on sending confirmed logistic needs to suppliers recorded and implemented on system.
This task is extremely important to the logistics requester, considering that after this, as the results of the daily activities come from it.
1.2 The requester must select daily the logistic needs that must be sent to the suppliers. For this, it is necessary to define:
The supplier to attend the order Cadastro - Entidades
The generated cost of the needs Cadastros - Custos dos trechos
1.3 So DRAKE can set the generated cost, it is necessary to register the suppliers pricing table (preferably when implementing), being defined:
Booking pricing table
Executive transportation, bus and van, according to the paths
For flight tickets it is possible to estimate an average price
2 - Permissions
To access this page, the option "Maintain Logistic Orders" and “Issue Embark Notification Report“ must be granted to the responsible profiles for controlling the functionality.
“Approve logistic order “ - allows to use the button “Approve” for logistic orders approvals.
“Change approved logistic order“ - Any routine to manage logistics, button “Request“. It allows to change schedules even after their approval.
To grant such permission, read the article: Granting Access Permissions.
3 - Requesting a confirmed need
3.1 Go to the menu: Tasks> Logistics > Control Logistic Needs.
3.2 The page below will be displayed with all the existing logistic needs on DRAKE.
3.3 The next step is to select the desired need, then click on "Request".
3.4 The page “Logistic request” will be displayed.
3.5 Preencha os campos com as informações básicas da requisição.
Na parte superior informe:
Data: Data referente a requisição.
Fill the fields with request basic information.
Date: Date of the request.
Supplier: Entity that will provide the service. For further information go to: Cadastro - Entidades
UOP: A unidade que o trabalhador irá embarcar. Mais informações acesseOperational Unit: Unit the workers will be embark. For further information go to: Cadastros - Turmas
Centro de custo: Mais informações acesseCost Center: Cost Center of the unit. For further information, go to:Cadastro - Centro de Custo
Responsável: Qual trabalhador será responsável. Mais informações acesseIssuer: Which user will be responsible for the request. For further information go to: /wiki/spaces/STAFF/pages/3408352
Motivo: Informe o tipo de requisição que se refere. Mais informações acesseReason: Inform the request type. For further information go to: Cadastros - Motivo de requisição logística
3.6 Após conclusão dos passos acima, a requisição deverá ser enviada para aprovação. Faça isto clicando no botão "Solicitar Aprovação".
Caso o custo da necessidade logística requisitada esteja dentro do limite informado no sistema, o DRAKE irá informar que o Item foi Salvo com Sucesso.
3.7 Para aprovar uma requisição, clique em "Aprovar". Após a aprovação, a requisição poderá ser solicitada junto ao fornecedor.
3.8 Após isto, basta clicar em Enviar Solicitação. Neste momento o DRAKE fará o envio da requisição para o fornecedor informado. Caso o limite informado no sistema já tenha sido estourado será necessário imprimir a requisição para que ela seja aprovada pelo setor responsável.
Após efetuar este procedimento a necessidade passará para o estado Enviada, informando que a necessidade foi enviada para o fornecedor.
3.9 Para consultar a necessidade criada, basta acessar a tela inicial de "Requisição de Logística" e procurar através do código.
4. Passo a passo via tela de “Requisições Logísticas”
4.1 Acesse a tela em: TAREFAS > LOGÍSTICA > REQUISIÇÕES LOGÍSTICAS
4.2 A tela irá mostrar listado todas as requisições geradas através da tela de “Controlar necessidades logísticas” e clicando sobre elas pode alterar as informações e reenvia-las.
4.3 Para adicionar uma nova requisição logística nessa tela, a necessidade logística deve ser pontada na tela de “Controlar necessidades logísticas” com o status de “Confirmada”. Ao clicar em “Incluir” seremos redirecionados a tela padrão de preenchimento:
Para utilizá-la você deve buscar a data e o fornecedor da demanda com o status de “Confirmada”. Se você fez isso corretamente, aparecerá na parte inferior as necessidades apontadas e assim você poderá envia-las em um único lote ao fornecedor After filling the fields above, the request must be sent for approval. This action is performed by clicking on the button “Request Approval”.
If the Logistic Need cost is according to the estimated limit on the system, DRAKE will inform that the item was saved successfully.
3.7 To approve a request, click on “Approve”. After approval, the request can be sent to the supplier.
3.8 Next, click on “Send Request”. DRAKE will send the request to the informed supplier. If the cost limit overpass, will necessary to print the request so it can be approved by the responsible department.
After complete, the logistic need will be changed to status Sent, informing that the request has been sent to the supplier.
3.9 To search for the generated logistic need, go to the page “Logistic Orders“ and search by the order’s code.
4 - “Logistic Orders” page instructions
4.1 Go to the page: Tasks > Logistics > Logistic Orders
4.2 The page will list all the requests generated through “Control Logistic Needs” and clicking above them can change the information and re-send the request.
4.3 To add a new logistic request in this page, the logistic need must be on the page “Control Logistic Needs” with “Confirmed” status. When clicking on “Add” the user will be redirected to the default page:
To use it, the user must search for the date and the supplier with “Confirmed” status. If it is done correctly, this will be displayed on the bottom of the logistic needs and the request can be sent in batch to supplier.