Easy OnBoarding Intercompany Shipping Easy OnBoarding Course Overview
Easy On-Boarding Intercompany Shipping
Easy On-Boarding Course Overview • Introduction To Shipping • Intercompany Shipment Processing 2
General System Flow Easy On-Boarding General System Flow Demand (Sales Orders) Allocations (Finished Goods) DRP Manufacturing Shipping
Easy On-Boarding Key Points Distribution Order Customer Allocation Invoice Picking Shipping 4
Easy On-Boarding QAD EA Shipping Local Requirements Inventory Restrictions / Conventions Company-Specific Information Controlled Shipping per Legal, Business, and Company Requirements
Easy On-Boarding QAD EA Shipping Methods • Standard Shipping • Enhanced or Global Shipping • Pre-Shipper/Shipper • Inventory Movement Codes 6
Easy On-Boarding Allocations and Shipping Terminology • • • Pre-Shipper (Picklist) Shipper (Packing list) BOL (Bill of Lading) EDI (Electronic Data Interchange) ASN (Advance Ship Notice) NRM (Number Range Management) 7
Allocations and Shipping Life Cycle Easy On-Boarding Allocations & Shipping Life Cycle Standard Shipping Print Pick/ Packing List (Optional) Automatic Allocations OR OR Manual Allocations Enhanced or Global Shipping Create Pre-Shipper/ Shipper Process Shipment Pending Invoice Register Print Shipping Labels Create Bills of Lading Confirm Shipper Print Invoice Print Shipping Labels Post Invoice Create Bills of Lading
Allocations and Shipping Users Easy On-Boarding Allocations and Shipping Users Enhanced or Global Standard Enter Sales Order Allocate Materials (Optional) Customer Service Representative Allocate to Pre-Shipper (Optional) Dispatcher Scheduler Print Pack List (Optional) Pick Shipment Enter Sales Order Shipping Clerk Print Pre-Shipper (optional) Pick Pre-Shipper (optional) Stage Shipper Process Shipment Confirm Shipper Print Invoice (Optional) Credit / Finance Clerk Post Invoice
Easy On-Boarding Airline Inventory Allocation Analogy General Allocation A general reservation for a specific item, quantity and date Reserve a flight Detailed Allocation A specific reservation by item, quantity, date & site, location, batch, lot or serial number Go to the airport and receive a boarding pass Picked from Inventory The item is physically selected for issue and shipment Allowed to board and sit in your seat Over Allocation An error (human) allocates the same unit of inventory for more than one order Someone else boards the plane with a ticket for your seat De-Allocation The allocation is removed from an item, making it available for some other use. The other persons boarding card is deemed incorrect Issued from Inventory The item is subtracted from stock on hand Still in your seat when the aircraft door closes Shipped The item is physically shipped to receiving customer The plane takes off Unplanned – Return to Stock The truck breaks down and cannot leave, all orders are unpicked, de-allocated and returned to stock Plane aborts take-off, returns to the gate & off-loads In Transit Not an allocation level, but an inventory status The status of a seat in flight These allocation levels may be applied to sales orders, work orders, and distribution orders. As you move down the levels of allocation the firmness of the allocation increases. This means it becomes more difficult to change an allocation, but it can be done 10
Easy On-Boarding Prepare to Use Enhanced/Global Shipping Pre-Shipper Confirm Pre-Shipper Distribution Order Shipment Inventory Movement Code Allocations 11
Easy On-Boarding Shipment Processing Outgoing Shipper Structure Shipper ID 239985 Pallet Container ID 256990 AP Item # “Pallet” Box Container ID: 15789234 Box Container ID: 15789235 Container ID: 15789236 Box Container ID: 15789237 Item #: “Box” Product Qty: # in box Item #: “#1” Item #: “#2” Item #: “#3”
Easy On-Boarding Intercompany Shipping Process 13
Easy On-Boarding Intercompany Shipping Process 14
Easy On-Boarding DO Backlog/Missed Shipment Report 15
Easy On-Boarding DO Browse 16
Easy On-Boarding DO Picklist/Pre-Shipper Automatic 17
Easy On-Boarding DO Pre-Shipper/Shipper Maint 18
Easy On-Boarding DO Pre-Shipper/Shipper Maint 19
Easy On-Boarding DO Pre-Shipper/Shipper Maint 20
Easy On-Boarding DO Pre-Shipper/Shipper Print 21
Easy On-Boarding DO Pre-Shipper/Shipper Print 22
Easy On-Boarding DO Pre-Shipper/Shipper Confirm 23
Easy On-Boarding DO Shipment Transaction Report 24
Easy On-Boarding www. qad. com © 2011 QAD Inc 25
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