ISRAEL - Checklist - (ORTEC) Umeantech Ltd.

Created by Alexander Gabriel, Modified on Wed, 12 Nov at 9:16 AM by Alexander Gabriel

Customer Information
Country	Israel
Agent	Ortec
Customer Name	Umeantech Ltd.
Delivery Address	Umeantech Ltd. 8C Hatsoran St., Poleg Industrial Zone Netanya 4250608 Israel
Customer Number	20050
Contact Person	See Ortec’s PO
Email Address	ortecoffice@ortec.co.il
Shipping account number	Customer includes method of shipment in the PO

Remarks:

If the shipment contains batteries, include the following comment in:

Commercial invoice

DHL- description of goods field:

“parts for pick and place machine. Not restricted, as per SP A67”

Order Registration:

Task	Complete (Y\N)	Notes
Ortec is Umeantech’s agent. Ortec will send a PO on behalf of Umeantech. Read Purchase Order email and PO. The shipping methods shall be included in the email.
Go to Ortec’s folder and create a folder for the PO. Name the Folder with Ortec’s PO number.
Save Purchase Order in the folder.
Create order in M3 (OIS100 or OIS300) An example on how an order confirmation is saved in this folder under the name “Example Order Confirmation Umeantech” When entering the order, follow thoroughly all the instructions in the PO sent by Ortec. For example, the order shall show net prices, so that information shall be corrected in M3 when entering the order. The customer doesn’t accept partial shipments so adjust the delivery date . Ask also the customer in case of any doubt.
If an order guide is received, check the item that is in the order guide. Open the excel file that is in Teams—Outbound –General “Lista på artiklar där info behövs från Outbound” to see if the guide needs to be sent and to which e-mail group.
Check again the order to see if it has a credit stop or trade compliance stop. If there is a trade compliance stop, prepare a JIRA and follow instructions from the TC team. If there is a credit stop, release it.
Print order confirmation and revise that the information is correct. Send a copy to Ortec.
Save order confirmation(s) in the order folder and add to the name the order number.

Shipping instructions:

Task	Complete (Y\N)	Notes
Open the PO , revise and follow thoroughly the shipping instructions included in the PO
Prepare commercial invoice in OIS640. The tittle Proforma needs to be changed to Commercial Invoice. Make sure that the addresses in the commercial invoice are correct. ( save a copy in the folder)
For cartridges, prepare COC . (save a copy in the folder)
Send commercial invoice and COC ( if applicable) and await for their answer.
When Ortec’s approval has been received, book the shipment.
Save the shipping documents in the folder
Print also the commercial invoice and COC ( if applicable) according to the instructions in the PO.
If Mycronic’s account is used, add freight value: Go to OIS100, selecting the last line in the order Right click---relaterade alternative----charges ---write FRGT----selet skapa----write charges and in description write Freight costs.
Invoicing on OIS180 or OIS300 CTRL+75
Save the invoice in the order folder.
Prepare a SAD order to provide Ortec’s commission in OIS100. Customer and Payer is Ortec ( customer number 9600). Use item number PROVISION , write -1 as quantity and write the amount of the provision in the sales price field. See a pdf example of a provision(credit note) in this folder named under ” Example Umeantech Provision- shows as a credit note”
Print the Provision in OIS180 or OIS300 CTRL + 75
Send an email to Ortec with the shipping documents, invoice and provision.