UPR

Problem: UPR Products’ packing lists are unclear. They do not include labeled columns for shipped, backordered, or ordered quantities. This creates confusion for receiving, resulting in shortages or overages in the system that can’t be easily matched to what was actually sent or expected. CPI (receiving team) lacks the reference points needed to reconcile.

1. Open the MCR Ticket
Locate the ticket and open the attached packing list from UPR.

2. Review the Packing List
UPR’s packing lists do not include labeled columns for: shipped quantity, backordered quantity, or ordered quantity. Instead, they list multiple numbers per item without clear identifiers.
Key Insight: The shipped quantity is usually shown twice—once in the first column and again in the third. You’ll need to identify this pattern.

3. Open PO Viewer
Pull up the associated Purchase Order in PO Viewer. Compare the ordered quantity from the PO to the inferred shipped quantity from the packing list.

4. Determine Overages or Shortages
If the inferred shipped quantity matches the PO → no issue.
If the vendor shipped more than expected → it's an overage.
If the vendor shipped less than expected → it's a shortage.

5. Check Payment Status in DocLink
Go to DocLink and confirm if the line in question has already been paid.

6. Take Action Based on Payment Status
If the line has been paid → cancel any remaining expected quantities still open on the PO.
If the line has not been paid → leave the PO open and follow standard process for overage/shortage reconciliation.

7. Escalate if Needed
If you're unable to confidently interpret the packing list or identify shipped quantities, escalate to Finance or BPM with a screenshot and note the ambiguity.

✅ Quick Summary
Problem: UPR packing lists don’t label shipped/backordered/ordered qty.
Solution: Use PO Viewer to match patterns, confirm in DocLink, and cancel open lines if paid.
Toolchain: Zendesk (MCR ticket), Packing List (attached), PO Viewer, DocLink.