Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing...
Transcript of Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing...
A ti t P h t 21Activant Prophet 21
Managing Consigned Inventory
This class is designed forThis class is designed for…
Individuals who will be responsible for:pSetting up the consignment processProcessing consignment usage ordersProcessing consignment resupply orders
ObjectivesObjectives
Perform the set up necessary for consignment p y ginventory Enter consignment usage ordersEnter consignment replenishment ordersEnter an RMA for a consignment locationEnter an RMA for a consignment locationReview and approve consignment orders
This course will NOT coverThis course will NOT cover…
Entering a Sales OrdergSetting Up Job/Contract Pricing Purchase Order RequirementsPurchase Order RequirementsTransfer Requirements GenerationP i T fProcessing Transfers
BenefitsBenefits
Enables you to manage inventory that:y g yIs owned by distributorLocated at a customer’s site
Provide a value-added consignment service for your customersIncrease service level and decrease cost
TerminologyTerminology
CUO – Consignment Usage Orderg gOrder to record customer’s actual usage
CRO – Consignment Replenishment Orderg pOrder to restock inventory levels at the customer’s location
Consignment Location – designated for inventory at the customer’s location; but which you still own
Setup – System SettingsSetup System Settings
S t / S t S t / S t / S t S ttiSetup / System Setup / System / System Settings / Order Processing / Pricing
Setup - LocationSetup Location
Location Maintenance – Consignment tab:Consigned – √Consigned √Ship To ID
Setup – Ship ToSetup Ship To
Ship To Maintenance – OE Options tabp p
Setup – Transfer Days MaintenanceSetup Transfer Days Maintenance
Establish Transfer Days for Source and yConsignment (Destination) locations
Setup – Add Items to LocationSetup Add Items to Location
Establish Item Defaults for consignment locationgItems must be set up for consignment location.
Item MaintenanceAdd locationVerify:
Location DetailLocation DetailReplenishmentGL AccountsSupplier by LocationSupplier by Location
Item Location Copy
ReplenishmentReplenishment
Questions to answer:Who manages the replenishment?What gets replaced?When does replenishment occur?Where does material come from?
Setup – Consignment ContractSetup Consignment Contract
Multiple Ship Tos allowedp pEach Ship To must have different consignment locationConsignment Contract checkboxCustomer/Ship Info tabCustomer/Ship Info tabAdditional tabs:
Consignment InfoConsignment InfoShip To Consignment ControlConsignments Issuedg
Setup – Consignment ContractSetup Consignment Contract
Normal customer contract functionalityCheckbox to indicate Consignment Contract
Customer/Ship Info tabCustomer/Ship Info tab
Customer/Ship Info tabpConsignment Location ID
Consignment Info TabConsignment Info Tab
Consignment Info tabg
Consignment Info TabConsignment Info Tab
How will inventory be replenished?y pAs RequestedAs UsedContract Levels
Consolidated Invoicing settings:BillingConsignment Billing Cycle ID
Default Replenishment Orders ApprovedDefault Usage Orders Approved
Consignment Info TabConsignment Info Tab
Tag DetailgDetail/Partial TagDetail
Combine Multiple CROs on TransferPrice Replenishment TransferspAutomatically Receive TransfersCost CodesCost Codes
RequiredDescriptionDescription
Items TabItems Tab
Items TabItems TabPricing method - source, price, or noneIf pricing method is set to source, a source price mustIf pricing method is set to source, a source price must be selectedMultiplier against the source price if applicablePrice can be used when not using a source price
Items TabItems Tab
Items Tab continuedContract part number can be used in order entryContract part number can be used in order entryPO Number allows line item specific PO number entrySource Location ID indicates picking locationSource Location ID indicates picking locationMax Qty is upper limit amount for which contract is validEnter a Start Date for the line itemExp Date on line may override header Exp DateRebate Cost, Price Page Dates only for Vendor Contracts
Items TabItems Tab
Items Tab continuedItems Tab continuedCost Page Description, Price Page Description and PO Cost fields are for vendor contractsQty Ordered field tracks quantities ordered already
Start Date for Contract LinesStart Date for Contract Lines
Setup / System Setup / System / System Settings / Order Processing / PricingSettings / Order Processing / Pricing
Start Date for Contract Lines
Entering new contract lines
Start Date for Contract Lines
gIf enabled, then new lines entered on contracts will default to header start datef f / /If not enabled, dates default to 00/00/00
Updating existing contract linesPrompted to update the line item start dates
Ship To Consignment Control tabShip To Consignment Control tab
Shi T C i t C t l t bShip To Consignment Control tabMinimum QuantityMaximum QuantityMaximum QuantityReorder QuantitySrc Location IDSrc Location IDDefault Disp
Consignments Issued TabConsignments Issued Tab
R l i h t O dReplenishment OrdersCRO
R l i h t T tiReplenishment TransactionsPurchase Order or Transfer Order
Contract Export and ImportContract Export and Import
Export consignment contractsp gUpdate contracts within spreadsheet program and import them back into systemSetup / Imports/Exports / Exports / Order Processing / Job/Contract Pricing
Contract Export and ImportContract Export and Import
Contract Export and ImportContract Export and Import
Filetype-dayMonthyear_time
Contract Export and Import
Edit data on spreadsheet and import data back
Contract Export and Import
p pinto Prophet 21Existing contracts are updated and contracts with new contract numbers are addedCannot edit these fields: Contract Type, C t Add ID It ID d P i QtCorporate Address ID, Item ID and Prior Qty
CUOCUO
Two methods to enter:Order Entry windowEDI or Import
CUOCUO
Ship To ID – associated with the consignment locationlocationContract No – designates the order as a CUOA d d f lt f t tApproved – defaults from contract
CUOCUO
Consignment usage tab:Consignment usage orderConsignment usage orderSource Location ID
CUOCUO
Items tab:Item MUST be on the consignment contractQ tit d d CANNOT b t th titQuantity ordered CANNOT be greater than quantity availablePrice comes from the contractPrice comes from the contract
CUOCUO
Extended Info tabSource and Ship Location = Consignment Location
Cannot be modified
Qty AllocatedQty AllocatedCannot be modified
CUOCUO
Prices tabPrices tabSource of pricePrice can be modifiedPrice can be modified
CUOCUO
Cost Codes tabContract controls:
If code(s) requiredDescription of Cost CodeDescription of Cost Code
CUOCUO
Save the order - UnapprovedNo further transactions generated
Save the order – ApprovedInvoice createdOrder completeOrder complete Contract Replenishment - As Used or Contract Level
Consignment Replenishment Order generated
CUOCUO
Creating Replenishment OrderCreating Replenishment Order
CROCRO
SourcesGenerated from CUOEntered by userEDI or Import
Orders / Order Entry / Transaction / Consignment Replenishment Order
CROCRO
Similar to regular OE – fewer tabsgNo credit checking
CROCRO
Source Type/IDSource Type/IDCRO EntryImportImport
CROCRO
Identify:Consignment Ship ToContract
Approved – Default from Consignment ContractCreate TransferCreate RFQ/PO
CROCRO
Ship To tabUser security controls modificationsAddi hi tAdding new ship toSource Location
CROCRO
Items tabContract controls:
Items allowed on the CROPricesDisposition
CROCRO
RMB – Display Contract Items
CROCRO
Quick entryQuick entryEnter the quantity desired for each itemLeave 0 for no replenishmentUpdate the Order
CROCRO
Extended Info tab T dispositionExtended Info tab – T dispositionSource Location – from contractShip Location = Consignment LocationShip Location Consignment Location
CROCRO
Extended Info tab – S dispositionExtended Info tab S dispositionSource and Ship Location = Consignment LocationOverride Supplierpp
CROCRO
Changing the Disposition – T to S
CROCRO
Change the Source Location = Consignment LocationLocationDisposition changes to S
CROCRO
Changing the Disposition – S to Tg g pT is not available
CROCRO
Change the Source LocationDi iti h t TDisposition changes to T
CROCRO
Save the orderApprovedApprovedCreate TransferCreate RFQ/POCreate RFQ/PO
No pick tickets, packing lists, or invoices
CROCRO
Creates Transfers From OE WizardTransfer Days Maintenance must be establishedyCarrier can be specified
CROCRO
Creates Transfers From OE WizardPrint AcknowledgementPrint Acknowledgement
CROCRO
Create RFQ/Purchase Orders from OE WizardStandard settings applyStandard settings apply
CROCRO
Create RFQ/Purchase Orders from OE WizardCarrier IDShipping InstructionsPrint, Fax, E-Mail
Consignment TransfersConsignment Transfers
Processing Consignment Transfersg gTransfer FormTransfer Packing ListTransfer Receipt
Can be done automatically, based upon Consignment contract
Consignment TransfersConsignment Transfers
Transfer formOrder No, Customer ID, Ship To Name
Consignment TransfersConsignment Transfers
Transfer Packing List - Consignmentg g
Consignment Purchase OrderConsignment Purchase Order
Purchase Order
Spot BuySpot Buy
“Regular” order using consignment contract’s pricingp gShip To ID – consignment Ship ToContract consignmentContract – consignmentOnly items on the contract
Spot BuySpot Buy
Consignment Usage tab - default
Consignment Usage tab – make a Spot BuyUncheck Consignment Usage OrderSource Location ID
RMAs for Consignment LocationsRMAs for Consignment Locations
Orders / Order Entry / Transaction / RMAs
Ship To ID for consignment locationConsignment ContractConsignment Contract
RMAs for Consignment LocationsRMAs for Consignment Locations
Items tab:Item must be on contractM li k t i i liMay link to invoice line
RMAs for Consignment LocationsRMAs for Consignment Locations
Save the RMAMaterial is returned
Unapproved CUOsUnapproved CUOs
Finding Unapproved CUOpp
UnapprovedConsignment Usage Order -Only
Orders / Order Entry / Reports / Open Orders
Unapproved CROsUnapproved CROs
Finding Unapproved CROConsignment Replenishment Order EntryFi d O d A d NFind Order – Approved = No
ReportsReports
Consignment Usage Order (Y/N/Only)g g ( y)Yes – consignment usage and non-consignment ordersNo – non-consignment orders onlyOnly – consignment usage orders only
A il blAvailable onOpen OrdersSales HistorySales HistoryProfit ExceptionWho Bought WhatWho Bought What
SummarySummary
Understand the set up necessary for consignment p y ginventory Enter a consignment usage orderEnter a consignment replenishment orderEnter an RMA for a consignment locationEnter an RMA for a consignment locationReview and approve consignment orders