Easy OnBoarding Schedule Requirements Easy OnBoarding Course Overview

Easy On-Boarding Schedule Requirements

Easy On-Boarding Course Overview • Introduction to Schedule Requirements • Business Considerations • Supplier Schedule Process 2

Easy On-Boarding Purchasing Overview Supplier Maintenance Supplier Remit-to Inventory Supplier Price Lists Supplier Schedules Accounts Payable Supplier MRP% Discrete Purchase Orders Repetitive Schedules Requisitions Planning 3

Easy On-Boarding Purchase Order Flow MRP Planned Order Supplier Schedules Required Non-Inventory Optional Approval Purchase Order Blanket Order Return Receipt Supplier Invoice 4

Easy On-Boarding QAD EA General System Flow Independent Demand Sales Orders Forecasts Planning Information: • What ? • When ? • How many? MRP • Lead Times • On Hand Inventory • Product Structures Planning Planned Purchase Orders Planned Work Orders Dependent Demand (Calculated) 5

Easy On-Boarding Supplier Schedules JIT Delivery Assembly Plant ASNs 830 s 862 s ASNs Tier One Supplier Schedule Tier Two Supplier 6

Easy On-Boarding Scheduled Order Structure Scheduled Order Data Line Item Order Line Item Data 7

Easy On-Boarding Key Events Schedule Release Supplier Customer Receipts Picking Invoices ASNs Shipping 8

Easy On-Boarding Terminology • • • Advanced Ship Notice (ASN) Electronic Data Interchange (EDI) SCP (Supply Chain Portal) Fabrication/Raw Material Authorization Release Scheduled Order 9

Easy On-Boarding Outgoing Process Flow Run MRP Customer Creates Schedule Release Transmits to Supplier QAD Gateway Programs Fax/Print/Email Software EDI Enabling Software Supplier - Receives Schedule Release 10

Easy On-Boarding Business Considerations 11

Easy On-Boarding Business Considerations • • Supplier Schedules EDI Canceling Backorders PO Pricing Tables • • • Subcontracting Tracking EDI Price Lists Planning Horizon 12

Easy On-Boarding Supplier Schedules Supplier Schedule Week 1 Week 2 Week 3 Week 4 Week 5 Week N 13

Easy On-Boarding Purchase Orders/Blanket Orders/Supplier Schedules Supplier Shipping Schedules Supplier Planning Schedules Supplier Schedules Purchase Orders Blanket Orders Delivery Dates Multiple Single for orders/item Multiple Delivery Times Multiple System Generated Multiple Entered Manually No No Seen by MRP Indirectly thru type 4 schedule Yes No Receipts Yes Yes No Duration Short & medium term Medium & long term Short, medium & long term One time Short & medium term Elements Header, Shipping Schedule, Trainer Header, Planning Schedule, Trailer Header, Planning Schedule Shipping Schedule Trailer Header, Line Items Trailer Header Line Item Trailer PO’s 14

Easy On-Boarding Electronic Data Interchange (EDI) 15

Canceling Backorders Easy On-Boarding Canceling Backorders At PO Receipt? On the PO Line? 16

PO Pricing Tables Easy On-Boarding PO Pricing Tables 17

Easy On-Boarding Subcontracting Tumble & Deburr Inc. Outside Processing 18

Easy On-Boarding Tracking - Cumulative Period 1 2 3 4 5 6 Net Demand 1, 000 1, 000 Cumulative 1, 000 2, 000 3, 000 4, 000 5, 000 6, 000 Cum Shipped 2, 500 Net Required Qty 0 0 500 1, 000 19

Easy On-Boarding Tracking Terminology • • Cum Received Cum Required Cum Shipped Cum Start Date Cumulative Accounting Prior Cum Date Prior Cum Required 20

Easy On-Boarding Supplier Schedule Process 21

Easy On-Boarding Supplier Schedule Process 22

Easy On-Boarding Supplier Schedule Purchasing Create Schedule Release Review/Modify Schedule Release Transmit Schedule Release 23

Easy On-Boarding Planning Horizons Time Fence Schedule Buckets Days Weeks Months MRP Horizon Weeks 1 2 3 4 5 6 7 24

Easy On-Boarding Schedule Update from MRP 25

Easy On-Boarding Schedule Update from MRP (cont. ) 26

Easy On-Boarding Schedule Update from MRP (cont. ) 27

Easy On-Boarding Schedule Update from MRP (cont. ) 28

Easy On-Boarding Supplier Schedules Processing Review/Modify Schedule Release Create Schedule Release Transmit Schedule Release 29

Easy On-Boarding Schedule Maintenance 30

Easy On-Boarding Schedule Maintenance (cont. ) 31

Easy On-Boarding Schedule Print 32

Easy On-Boarding Schedule Print (cont. ) 33

Easy On-Boarding Schedule Print (continued) 34

Easy On-Boarding Supplier Schedule Reports • • • Schedule History Inquiry Schedule Report Schedule Comparative Schedule Authorization Schedule Summary Report Receipt History Report 35