Easy OnBoarding Shipping Easy OnBoarding Course Overview Introduction

Easy On-Boarding Shipping

Easy On-Boarding Course Overview • Introduction To Shipping • Shipment Processing 2

General System Flow Easy On-Boarding General System Flow Demand (Sales Orders) Allocations (Finished Goods) MRP Manufacturing Shipping

Easy On-Boarding Key Points Sales 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 Sales 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”