Difference between revisions of "3.15 Send authorized Pro Forma Invoice to Customer"

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               ''ZINT PO line items must mirror the Proforma Invoice received by UNHRD.''
 
               ''ZINT PO line items must mirror the Proforma Invoice received by UNHRD.''
 
 
               ''1) Vendor number: 60000000;''
 
               ''1) Vendor number: 60000000;''
 
               ''2) PO type: ZINT PO;''
 
               ''2) PO type: ZINT PO;''

Revision as of 13:36, 16 October 2019

Pro Forma Invoice to Customer
Performer: Customer Service
Role: C.S. Representatives
Transaction : Corporate e-mail

The PI has to be sent to the UNHRD Partner with reference to the Inquiry number via UNHRD Customer Service e-mail account. All involved parts should be copied in the message (e.g. the hub manager, Logistics Officer, and all staff that are part of the Customer Service team at hub level).


NOTE UNHRD.Customerservice mail account must not be copied in the mail to the Partner, to avoid duplication of messages in the Customer Service Inbox.

In case of Sales to Internal Partner, the below standard text has to be included in the message:

              If PI is in line with your requirement please sign and return the PI along with a ZPO created as per below instructions and with complete consignee details.
              Please let us know the related PO number and kindly send us the PI signed (below instructions for ease of reference)
              ___________________________________________________________________________________________________________________________________
              ZINT PO line items must mirror the Proforma Invoice received by UNHRD.
              1) Vendor number: 60000000;
              2) PO type: ZINT PO;
              3) Purchasing Org: INTL
              4) Account Assignment:
              o P or F (in accordance with Budget set up);
              o A: for Asset

5) Material Group o NFI: select the appropriate corporate code assigned to the specific item; o Services: U002002; o MCR: U002001;

ZintPOinstructions.png

ZintPOinstructions1.png

File:ZintPOinstructions2.png

File:ZintPOinstructions3.png

File:ZintPOinstructions4.png

File:ZintPOinstructions5.png

In case of Asset purchase, items should be capitalized and calculated as follows o Unit price plus all services (except MCR) o One line item to be created for each asset

Insert in the WFP data field the SO number and item reference for each line of the ZINT PO (SO can be displayed trough transaction VA03)

File:ZintPOinstructions5.png

Attached you find some instructions on how to create a ZINT PO and how to fill in SO Reference fields highlighted in yellow above.

If you need any further information please feel free to contact us.

When replying, please reply to all


NOTE Due to the nature of UNHRD process in responding to emergencies, in order to meet the urgent requests from the UNHRD Partners, it might be required to deviate from UNHRD Standard Operating Procedures. These cases might due to: • request to physically deliver the partner’s cargo without formal acceptance of the PI but have e-mail or verbal assurance that they will do it; • request to physically start dispatching cargo for WFP without receipt of ZPO or the approval Memo from the relevant authority; • request to deploy Field Team staff without PI/ZPO

In order to manage and track above scenarios, such cases occurring, the following has to be done:

- Hub Manager or his/her Officer in Charge to approach Network Coordinator or his/her Deputy by e-mail for approval, prior to commencing the operations/dispatches by copying Network Coordination Cell Operational team (NCC Ops) [UNHRD.NCC.Ops.Team@wfp.org] - If approved, the operation commences and the hub keeps the NCC Ops in copy. - NCC Ops to follow up with the respective hubs until the request is closed. - NCC Ops to tracking and provide report to the Network Coordinator and Hub Managers on quarterly basis on above cases