STANDARD WORK INSTRUCTION Title Manually Bulk Planning 1
STANDARD WORK INSTRUCTION Title: Manually Bulk Planning 1 c Process: Doc#: DCEMS-SWI-OM-005 Order Management Rev#: 2. 0 Date: 01/20/2015 Work Instruction Steps 2 a S E Q Major Step (What) Key Point (How) Reason (Why) 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. s ervlet. umt. Login c) Sign in using your log in and password To gain access to OTM system 2 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 lefthand 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) For Lead Planner/Shipper/Supplier to search for the order 3 Check for order(s) with like SHIP_WITH_GROUP ID before bulk planning (THIS PROCESS IS ONLY FOR RSCO) a) Open the order by clicking on the order link b) Sc roll down to Reference Numbers and look for SHIP_WITH_GROUP_ID. If it is not listed, go to step 4. If one is listed , go to step 4 c. c) Insert the SHIP_WITH_GROUP_ID reference number into a new Order Release search screen in the field titled Order Release Reference Number with the Order Release Reference Number Qualifier being SHIP_WITH_GROUP_ID. If no results are found, go to step 4. If other orders to pull up in the search results with the same SHIP_WITH_GROUP_ID, view dates on those orders. If the pu date is in the past and the shipment attached to the order is in accepted status, go to step 4. If not go to next step. d) If pickup date is today or in the future, bulk plan those orders together into one shipment. To plan all orders with same SHIP_WITH_GROUP together (THIS PROCESS IS ONLY FOR RSCO) 2 b 3 a 3 c 3 b Safety Prepared By: Freddy Ibarra Quality Reviewed By: Jose Dominguez Cost Approved By: Freddy Ibarra Delivery Date: 01/20/2015 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 1
STANDARD WORK INSTRUCTION Title: Manually Bulk Planning Process: Doc#: DCEMS-SWI-OM-005 Order Management Rev#: 2. 0 Date: 01/20/2015 Work Instruction Steps SE Q Major Step (What) 4 Manually Bulk Planning order(s) Key Point (How) Reason (Why) (NOTE: If attempting to bulk plan more than 1 order, check mark all orders) To manually plan order(s) to a shipment a) Check mark the order>click on Actions> click on Operational Planning>click on Create Buy Shipment>click on Bulk Plan – Buy b) Click on OK c) If status instantly shows COMPLETED, this means the order is attached to a shipment that needs to be unassigned from the order before reattempting the bulk plan d) Click Refresh until Status changes to COMPLETED. e) If order planned to a shipment, the number will show something other than 0 under Shipments Built. f) If order failed to plan to a shipment, the number will show something other than 0 under Orders Failed to Plan. (Reference DCEMS-SWI-OM 001_Failed_Order_Resolution) 4 a 4 b 4 e (NOTE: You can click on the number shown in 4 e and 4 f to pull up the order/shipment ) 4 f 4 c 4 d Safety Prepared By: Freddy Ibarra Quality Reviewed By: Jose Dominguez Cost Approved By: Freddy Ibarra Delivery Date: 01/20/2015 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 2
- Slides: 2