STANDARD WORK INSTRUCTION Title Failed Order Resolution 1

  • Slides: 2
Download presentation
STANDARD WORK INSTRUCTION Title: Failed Order Resolution 1 2 a Process: Order Management Doc#:

STANDARD WORK INSTRUCTION Title: Failed Order Resolution 1 2 a Process: Order Management Doc#: DCEMS-SW-0 M-001 Rev#: 3. 0 09/24/15 Date: Work Instruction Steps 2 c 2 b S E Q Major Step (What) Key Point (How) 1 Sign into OTM using your preassigned log in and password. a) Open Internet Browser b) Go to site: http: //otm 60 emrprod. mavenwire. com/GC 3/glog. webserver. ser vlet. umt. Login c) Sign in using your log in and password To gain access to OTM system 2 (Option 1: Manual Order Search) Access order search screen and search the order. a) From the main menu, open the search screen by clicking on Orders and then Order Release Standard Link on the left-hand side of the screen. b) Enter your order number in the Order Release ID field and hit Search at bottom of screen NOTE: format must be YEARDATENUMBER (EXAMPLE: 20130521 -0138, no spaces before or after. c) Click on order link to access order (Failed order will have a RED indicator) To find open orders 3 (Option 2: Reports “Recommended”) Pulling open order report The most efficient manner to find open failed orders is by pulling the open orders report. This report will show all current failed orders including both intercontinental and regional orders. Refer to the SWI indicated below for instructions on how to pull the report. Reason (Why) To find open orders DCEMS-SWI-OM-023 -Pulling Open Orders and Temporary Shipments Report. pptx *After finding orders on the report, use sequence 2 above to pull the orders up in OTM for review. Safety Prepared By: Freddy Ibarra Quality Reviewed By: Elric Wanner Cost Approved By: Freddy Delivery Date: 10/07/2014 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 1

STANDARD WORK INSTRUCTION Title: Failed Order Resolution Process: Order Management Doc#: DCEMS-SW-0 M-001 Rev#:

STANDARD WORK INSTRUCTION Title: Failed Order Resolution Process: Order Management Doc#: DCEMS-SW-0 M-001 Rev#: 3. 0 09/24/15 Date: Work Instruction Steps 4 a S E Q Major Step (What) Key Point (How) 4 Reviewing orders to work on a) In OTM failed orders would be marked by a red indicator. The Planning Status would also show “PLANNING_PLANNED – FINAL. ” Review each failed order by clicking on the order link to access order. *Reports do not have an indicator but visibility to planning status is available. b) Check the Refnum field and Remarks field to review if the particular order was already followed up with by Menlo. Every open defect should be followed up with at least once a day with added remarks. If the order has remarks and refnum, you may proceed to skip over to review the next order. If the order does not have any refnum or remark, reference the Defect Checklist document to find all possible defects for failure to plan. d) Once defect(s) is determined, enter appropriate Reference number (defect code) and remarks, commentating on details of defect and what action was taken towards resolution. DCEMS-SWI-OM-003_Entering_Reference_Numbers. ppt e) Follow the standard response email template to notify the appropriate party of action needed to be taken. f) If defect is not found and order continues to fail, escalate internally for a 2 nd review. Add appropriate Reference numbers and Remarks for escalating. g) Once the order edits are completed by user to fix the defect, review the order to confirm that the planning status now shows as “PLANNING_NEW) as order should now be able to be planned h) You may bulk plan the order to ensure successful planning *Note: Do not manually bulk plan if the order is marked with “Must Ship Thru Cross Dock. ” This can be checked under the Constraints tab under the Order Standard Link screen 4 b Prepared By: Freddy Ibarra To review open orders and follow up with defect resolution NOTE: • The reports being monitored may contain both failed and hold status orders. Use appropriate action to determine and resolve each one. • The reports should be run through at least every 15 minutes. If multiple orders are failing to plan, determine priority based on dates (instructions available in Defect Checklist). Keep in mind that orders with only the mandatory date fields populated ( early pickup and late delivery) will plan according to transit from the delivery date, so the pickup date may not be based on what was populated on the order. 4 e Safety Reason (Why) Quality Reviewed By: Elric Wanner Cost Approved By: Freddy Delivery Date: 10/07/2014 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 2