Item Forwarding Procedures

Questions and Answers

What should be done after changing the method from Fax to Print in the Header Panel?

Select the icon that resembles a folder.

Select the icon that resembles a diskette. (correct)

Cancel the order.

Change the item price again.

Why does the warning message state that the price does not balance to the sum of value adjustments?

The adjustment values were incorrectly entered.

The item price was set to a very high value.

The system auto-corrected the price.

The price was changed from a decimal to a unit price. (correct)

What is the next step after receiving the CAE approval warning message?

Freeze the order until further notice.

Forward the item to the vendor.

Save the document again by selecting the diskette. (correct)

Call the CAE department for clarification.

What action should be taken if you wish to order paper not listed on Page 27?

Submit a special order request to S&M. Signup and view all the answers

What is required when forwarding items for repair or service?

They must be tagged with an F-175. Signup and view all the answers

If the purchase order number does not appear after making adjustments, what should you check?

Whether the price was changed correctly. Signup and view all the answers

Who should be contacted if there are questions about the paper order?

The vendor contact Dawn. Signup and view all the answers

What should you do after checking the CAE’s worklist for approval?

Dispatch the item if budget check is passed. Signup and view all the answers

What should be done when items are forwarded to S&M?

A journal entry must be made. Signup and view all the answers

What must be done when an item is too bulky for normal pickup?

Call the Storeroom Counter to arrange for pickup. Signup and view all the answers

Which detail is NOT acceptable when filling out the F-175 tag?

Simply write 'Replace' for the reason forwarded. Signup and view all the answers

Which of the following statements regarding the ordering aides is correct?

A unit’s needs may differ from the suggested amounts listed. Signup and view all the answers

What should be included in the 'Reason Forwarded' section of the F-175 tag?

A detailed description of the damage or forwarding reason. Signup and view all the answers

What is the correct quantity of ammonia for a multiple house according to the janitorial list?

2 Signup and view all the answers

When forwarding items to a destination other than S&M, what must be indicated?

The destination in the top portion of the F-175. Signup and view all the answers

What should NOT be done with the F-175 tag?

Make entries on the back of the tag. Signup and view all the answers

What is the procedure for accepting delivery of motor fuel?

Check the meter reading before and after the delivery and ensure receipt shows the difference. Signup and view all the answers

What should be done if the delivery truck meter readings cannot be obtained?

Stick the station fuel tanks for readings. Signup and view all the answers

What action must be taken regarding delivery receipts when an outside vendor delivers directly to a unit?

Obtain and sign the delivery receipt, then forward it to the Supply and Maintenance Division. Signup and view all the answers

Why is promptness in forwarding receipts and invoices important?

To obtain cash discounts and ensure timely delivery of items. Signup and view all the answers

What items can be forwarded via the messenger service?

Any items that can fit in a service van. Signup and view all the answers

What should unit personnel do after receiving a delivery receipt from an outside vendor?

Immediately mail it to the Supply and Maintenance Division. Signup and view all the answers

What is the responsibility of Supply and Maintenance Division personnel regarding delivery receipts?

They will immediately process receipts for items delivered to their division. Signup and view all the answers

How should the authorized member verify the delivery of supplies?

By comparing the delivery receipt against the unit's inventory records. Signup and view all the answers

Study Notes

Forwarding and Returning Items

A journal entry is required when items are forwarded or returned.
Items forwarded to Supply & Maintenance (S&M) must be at Battalion headquarters or a normal delivery point for pick-up.
For bulky items that cannot be sent, Station or Unit Commanders must call the Storeroom Counter (485-6124) to arrange for pickup.

Preparing F-175 Tag

All entries on the F-175 must be made in ink.
Include specific damage descriptions for the reason forwarded; “Replace” is insufficient.
The sender's name must be printed legibly.
Indicate the final destination if forwarding to a location other than S&M.
No entries should be made on the back of the F-175.

Janitorial Supplies List

A guide is provided for determining the necessary amounts of janitorial items.
Suggested quantities vary for single and multiple houses; a tailored list for specific unit needs is recommended.

Ordering Process

Change order method from Fax to Print before saving.
A message may indicate a pricing imbalance that requires attention.
Obtain a purchase order (PO) number after saving the order; this number must be recorded and sent for approved processing.
Follow the steps to dispatch orders and ensure they pass budget checks.

Vendor Contact Information

Questions regarding paper orders can be directed to Spicer’s Paper (Contact: Dawn).
Phone: 562-698-1199 X 1
Fax: 562-945-9413

Forwarding Items for Repair or Service

Items needing repair or service must be tagged with an F-175.
Exchange of small items (e.g., oxygen resuscitation bottles) is conducted on a one-for-one basis.
Damaged equipment is generally replaced within one day if a replacement is available.

Accepting Delivery of Motor Fuel

The officer in charge must record tank truck meter readings before and after delivery.
Ensure the delivery receipt reflects the difference between the two readings.
In the absence of meter readings, stick readings from fuel tanks should be secured.

Delivery Receipts and Invoices

Obtain and sign a delivery receipt when an authorized vendor makes a delivery.
Delivery receipts for locations other than S&M must be mailed to S&M for processing.
Timely forwarding of receipts and invoices is crucial for cash discounts and contract adherence.

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Description

This quiz covers the procedures for forwarding and returning items, particularly regarding bulky items and their handling. Learn about the journal entry requirements and the protocols for ensuring items are accessible for the S&M department. Test your knowledge on efficient item management and logistics.