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1、BRITISH STANDARD BS 5729-5: 1980 Guide to Stock control Part 5: Storekeeping UDC 658.787:621.796 Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 This British Standard, having been prepared under the direction of the Quality Ma
2、nagement and Statistics Standards Committee, was published under the authority of the Executive Board and comes into effect on 30 April 1980 BSI 04-1999 The following BSI references relate to the work on this standard: Committee reference QMS/3 Draft for comment 77/65060 DC ISBN 0 580 10779 5 Cooper
3、ating organizations The Quality Management and Statistics Standards Committee, under whose direction this British Standard was prepared, consists of representatives from the following Government department and scientific and industrial organizations: Confederation of British Industry Consumers Assoc
4、iation Institute of Cost and Management Accountants* Institute of Quality Assurance Institute of Statisticians Institution of Electrical Engineers Institution of Production Engineers* Ministry of Defence* National Council for Quality and Reliability National Terotechnology Centre The organizations m
5、arked with an asterisk in the above list, together with the following, were directly represented on the committee entrusted with the preparation of this British Standard: Association of Stores and Materials Controllers British Computer Society Ltd British Production and Inventory Society British Rai
6、lways Board British Ship Research Association Electricity Supply Industry in England and Wales Engineering Employers West of England Association Institute of Practioners in Work Study Organisation and Methods Institute of Purchasing and Supply Management Consultants Association Ministry of Agricultu
7、re, Fisheries and Food National Computing Centre Ltd Operational Research Society Post Office Royal Institute of British Architects Trades Union Congress University of Birmingham Amendments issued since publication Amd. No.Date of issueComments Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01
8、13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 BSI 04-1999i Contents Page Cooperating organizationsInside front cover Forewordii 0Introduction1 1Scope1 2References1 3Definitions1 4Tables3 Figure 1 Storekeeping: functions and key tasks2 Figure 2 Examples of storage problems associ
9、ated with certain materials12 Table 1 The receiving function3 Table 2 The identifying function6 Table 3 The storing function9 Table 4 The issuing function15 Table 5 The accounting function20 Table 6 The replenishing function22 Publications referred toInside back cover Licensed Copy: sheffieldun shef
10、fieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 ii BSI 04-1999 Foreword In all manufacturing concerns, capital is tied up in stocks of one form or another. Reducing this capital to the minimum level consistent with efficiency is the objective of stock and i
11、nventory control systems. Undoubtedly, large sums can be saved by effective stock control, particularly in medium to large undertakings, but even in small organizations there is every reason for exercising a form of stock control, with excellent results. Stock control demands careful preparation, di
12、scipline and determination to work amicably in a team involving all the other functions of the organization. However, the reward can more than justify the effort. This British Standard, in five Parts, gives comprehensive guidance in those areas that are considered essential for efficient stock contr
13、ol. The Parts are as follows: Part 1: Introduction and management of stock control1); Part 2: Demand assessment1); Part 3: Replenishment1); Part 4: Data processing1); Part 5: Storekeeping. A British Standard does not purport to include all the necessary provisions of a contract. Users of British Sta
14、ndards are responsible for their correct application. Compliance with a British Standard does not of itself confer immunity from legal obligations. Summary of pages This document comprises a front cover, an inside front cover, pages i and ii, pages 1 to 24, an inside back cover and a back cover. Thi
15、s standard has been updated (see copyright date) and may have had amendments incorporated. This will be indicated in the amendment table on the inside front cover. 1) In course of preparation. Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI
16、BS 5729-5:1980 BSI 04-19991 0 Introduction 0.1 General. This Part of this British Standard is not intended to be definitive, but outlines departmental terms of reference and the organizational structure of a stores unit, and provides a check-list of job requirements and/or documentation. 0.2 Major f
17、unctions involved in storekeeping (Figure 1). Storekeeping is considered to consist of six major functions, each of which comprises a number of key tasks. The six major functions in logical sequence are: a) receiving (see Table 1); b) identifying (see Table 2); c) storing (see Table 3); d) issuing (
18、see Table 4); e) accounting (see Table 5); f) replenishing (see Table 6). 0.3 Security. The term “security”, when applied to a store, means much more than just making sure that the store is properly locked up at night. For the contents of the store to be “secure”, they should not be exposed to possi
19、ble damage nor be allowed to deteriorate; they should be issued only when requested, and their use should be properly accounted for. Thus to be certain that the right level of security is being maintained, it is necessary to adhere to the following routines: a) the collection of information on break
20、ages, spoilage and pilferage in the store; b) the collection of data on the frequency of errors made on issue (i.e. wrong item or wrong number of items); c) stock rotation. Above all, the main “security” task in the store is to check that the levels of stock of each item correspond to the authentica
21、ted documentation relating to receipts and issues. This topic is dealt with in more detail in Table 4. 0.4 The use of computers. Guidance on the application of computers to stock control is given in Part 4 of this British Standard. However it is useful to note that the use of a computer has two majo
22、r influences at a “storekeeping” level. a) The basic input information to any computer-based stock system should stem from the store itself, whether via hand-written documents, or a keyboard terminal to the computer. b) The information provided to the stores personnel is generated by the computer, e
23、.g. catalogue, stock levels, preferred items, etc. 1 Scope This Part of this standard defines storekeeping, and within that definition six major functions are identified (see Figure 1). Each of these functions includes a number of key tasks which are listed in Table 1 to Table 6, and comments are ma
24、de against each as an aid to those who are setting up a store or who are concerned with storekeeping in an organization. 2 References The titles of the publications referred to in this standard are listed on the inside back cover. 3 Definitions For the purposes of this Part of this British Standard
25、the terms and definitions given in BS 3138 and BS 5191 apply with the following addition. storekeeping those procedures and means whereby goods are received, identified, stored, issued, accounted for, and replenished in accordance with defined levels of service and with due regard for the statutory
26、requirements for health and safety Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 2 BSI 04-1999 Figure 1 Storekeeping: functions and key tasks Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Un
27、controlled Copy, (c) BSI BS 5729-5:1980 BSI 04-19993 4 Tables Table 1 to Table 6 list the various functions and related tasks of storekeeping. Table 1 The receiving function Key taskComment 1. Identifying the goods on arrival at the store This task is normally facilitated by documentation. Six basic
28、 documents are used for this purpose. 1) Copy order: issued by the companys own purchasing department, the copy order normally states what is required, the quantity expected and the name of the supplier. It may say when delivery is expected, but it will generally NOT indicate how transport is arrang
29、ed. 2) Advice note: issued by the supplier, the advice note describes the goods and states the quantity being supplied, method of transport, and date dispatched. It should preferably also indicate the receiving companys order number for cross-referencing to a copy order. The advice note is often sen
30、t by post to arrive before the goods themselves arrive. Sometimes it is handed over by the person making the delivery. 3) Consignment note: generally used where an independent transport organization is responsible for delivery. The consignment note should show the names and addresses of consignor an
31、d carrier and an outline description of the goods (number of packages, or weight, etc.) and some details of the vehicle used. This note may be sent by post, but it is normally handed over by the carriers personnel. The consignment note may be additional to, but should never replace, the suppliers ad
32、vice note. 4) Packing note: invariably issued by the supplier, the packing note normally refers only to the content of a particular package. It is usually inside the package, or it may be attached externally. The packing note may be a specially prepared document or merely a copy of the advice note.
33、5) Delivery note: prepared by the supplier and generally a copy of the advice note, the delivery note always accompanies the goods being delivered. 6) Receipt note: in the absence of the above documents or perhaps in addition to them, the receiver of the goods may generate his own receipt note. 2. I
34、nspecting the goods delivered There are two general levels at which inspection may be carried out. 1) Quantity and description only: whereby the stores department accepts responsibility for ensuring that the right number of items have been received and that those items conform (in description only)
35、to the items ordered. NOTEDescription may vary from a one-word description (e.g. “valve”) to a lengthy description in words together with complete dimensions and/or detailed part or catalogue numbers. 2) Qualitya or “fitness for purpose” inspection. It is unlikely that stores personnel will be requi
36、red to inspect the arriving goods for quality or performance: this task is generally given to a quality/inspection department. NOTEFor general guidance on quality assurance see BS 4891. However, where such inspection can be undertaken by stores personnel, they should always be given precise instruct
37、ions and all the necessary equipment and training. It may sometimes be convenient to indicate these instructions on the order. a See BS 4778 for definition and concept of quality and BS 5750 for quality systems specifications. Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00
38、 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 4 BSI 04-1999 Table 1 The receiving function Key taskComment 3. Handling the goodsWhen goods are being received into a store it is necessary to recognize at least four different areas of reception, each of which has a specific use. 1) Off-loading area
39、 into which road or rail vehicles can be positioned for unloading by whatever means is available (mechanical or manual). Any simple quantitative inspection is normally carried out during or immediately after the off-loading process, and in any case before the departure of the vehicle. 2) Holding or
40、“bonded” area where goods remain after off-loading whilst awaiting clearance by a more formal, or qualitative/quantitative inspection. Under some circumstances a separate “bonded store” may be used to house goods that are subject to government control and/or issue. 3) Marshalling area where accepted
41、 goods are held: a) prior to their disposal to the appropriate location in the store; or b) prior to their distribution to the appropriate store (may be located some distance away); or c) awaiting collection by the user (where an item goes through the stores procedure, but is not taken into store, o
42、r is not a stock item). 4) Reject/despatch area in which goods that have failed inspection are held awaiting despatch to the supplier or goods that cannot be properly identified are being investigated. Returnable containers could also be held in this area. NOTEThe reject/despatch area may be peculia
43、r to the stores, or it may be part of the companys general despatching process. 4. Documenting the receipt of goods The process of receiving goods invariably starts with the identification of the arriving items (see key task no. 1 of Table 1). Having been identified and off-loaded or unpacked, the g
44、oods should be inspected at the level of detail laid down by the management of the receiving company. This process of receiving and inspecting should be documented in some way so that invoices can be passed for payment by the companys accounting department. All control documents used in these proced
45、ures should preferably be identifiable by the use of a unique numbering/coding system. Several types of document may be involved. 1) “Goods inward book”. This is usually a daily log of all arrivals giving brief details, and may be in a “loose-leaf” form. 2) “Goods received note” (G.R.N.). This note
46、should show complete details of the arriving goods, and make reference to the suppliers advice note, delivery note, etc. and the companys order number. Note should also be made on the G.R.N. of any returnable containers that are included in any delivery. Sometimes, where a G.R.N. is not raised by th
47、e receiving company, the suppliers packing or advice note is used instead. 3) “Damage/shortage report”. When the goods have been unloaded and/or unpacked, a simple visual inspection may indicate missing or damaged items. The damage should be documented by writing out a damage report (on a form suppl
48、ied by the company) and/or by suitably annotating the delivery note, advice note, packing note, copy order. NOTEWhere goods are examined only after the suppliers representative has departed, any receipt provided by the company should be marked “received unexamined”. Where a separate document is made
49、 out it is normal for this to be countersigned by the person making the delivery and for copies to be given/sent to the companys accounting department, to the supplier and to the carrier. If appropriate, a copy can also be sent to the companys quality assurance department so that a proper inspection can be made, and a formal acceptance/rejection note issued. Licensed Copy: sheffieldun sheffieldun, na, Fri Dec 01 13:38:59 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 5729-5:1980 BSI 04-19995 Table 1 The receiving function Key ta