ACTIVANT ACCLAIM LOGISTICS MANAGEMENT. Version 16.0

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1 ACTIVANT ACCLAIM Version 16.0

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2008, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 16.0 Publication Date: DOCUMENTATION CONVENTIONS The eyeglass symbol ( ) indicates a field on which you can browse. The star ( ) indicates the default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 7.0 or higher to find which manual describes a specific module, job, or function. ii

3 Table of Contents 1 IMPLEMENTATION 7 Installation 7 Step One: Install Barcoding 7 Getting Started with Barcoding 8 What to Barcode 8 Barcoding Items 9 AIAG Barcode 9 Step Two: Install Bin Numbers 9 Step Three: Install Logistics Management 9 Step Four: Install Lot Numbers 12 Step Five: Install Serial Numbers 12 Step Six: Install Alternate Items 13 Summary of Features 13 Order Entry Features 13 Shipping Features 13 Confirmation Features 14 Transferring Material Features 14 Receiving Material Features 15 Warehouse Features 15 Processing Lot Numbers Features 16 2 ORDER ENTRY FEATURES 17 Total Incoming Freight on Priced Shipments in Order Entry 17 Order and Front Counter 17 Expedite Order 18 Ship 18 Sample: Shipping Paper with Incoming Freight 19 Ship Edit 20 3 SHIPPING FEATURES 21 Batch Picking List 21 Ship 21 Sample: Batch Picking List 22 Bin Location Page Breaks on Shipping Papers 23 Ship 23 iii

4 Route Number on Shipping Papers 24 Company 24 Ship 26 Sample: Format A Shipping Paper with Shipping Route Number 26 Shipping Instructions on Shipping Labels 27 Ship Edit 27 Sample: Shipping Label with Shipping Instructions 1 and CONFIRMATION FEATURES 28 Ship Value on Ship Edit Reports 28 Ship Edit 28 Sample: Shipment Confirmation Register showing Ship Value 29 Sample: Confirmed Shipments List showing Ship Value 29 Sample: Brief Unconfirmed Shipments List showing Ship Value 30 Sample: Detailed Unconfirmed Shipments List showing Ship Value 31 Total Shipment Weight on Edit/Confirm Screen 32 Ship Edit 32 Freight Charge Adder 32 Freight Table 33 Edit Freight Adder Rate Table 33 Print a Freight Adder Rate Table List 34 Sample: Freight Adder Rate Table Listing 34 Customer 35 Invoice 35 Fixed Handling Charges for First Shipments 35 Company 36 Customer 36 Ship 38 Sample: Shipping Paper with Fixed Handling Charge on First Shipment 38 View Only Active Lot Numbers 39 Company 39 Ship Edit 40 Sample: Ship Edit Allocation Screen 40 5 TRANSFERRING MATERIAL FEATURES 41 Additions to Transfers 41 Company 41 Enhanced Transfer Backorder Report 42 iv

5 Expedite Transfer 42 Sample: Sorted Open Transfer Backorder Report 44 6 RECEIVING MATERIAL FEATURES 45 Bin Location on Material Receipts Screen 45 Material 45 Front Counter Item Adjustment Offset 46 Front Counter 46 Material 46 Material Receiving Lists by Receiving Location 47 Material 47 Printing Parameters 47 Sample: Material Received Against POs List by Receiving Location 48 Sample: Requisitions Received List by Receiving Location 48 Increased Readability of Material Receiving and Unreconciled Receivings Reports _48 Material 49 Sample: Material Received Against POs List with Condensed Format 49 Material Received Print Cycle in Item Labels 50 Company 51 Item Labels 52 7 WAREHOUSE FEATURES 53 Auxiliary Bin Locations On Item Labels 53 Item Labels 53 Sample: Bin and Auxiliary Bin Locations on the Item Label 54 Sample: Auxiliary Bin Location on the Item Label 54 Bin Replenishment Report 54 Item 54 Bin Number 55 Sample: Bin Replenishment Report 56 Vendor#-Item# on Inventory Cards 56 Item Count 56 Sample: Inventory Card with Vendor#-Item# 57 Sample: Inventory Cards Report with Vendor#-Item# 57 8 PROCESSING LOT NUMBERS FEATURES 58 Package Count on Lot Number View Screen 58 v

6 Lot Numbers 58 vi

7 1 IMPLEMENTATION The Logistics Management package provides a flexible solution that utilizes the latest technology to manage material using barcoding, labeling, zoning, and more. This package offers many features including the flexibility of picking orders by batch or zone, automatic confirmation of shipments for selected shipping routes, auxiliary bin locations on item labels, identification of received material through barcodes, and enhanced reports to track transfer backorders and bin replenishment needs. Logistics Management features build on several other packages of the Activant Acclaim system. These include: Barcoding Bin Numbers Lot Numbers Serial Numbers Alternate Items To best use the Logistics Management features, Activant Solutions Inc. recommends that you first install Barcoding and Bin Numbers (setting up multiple bins per item is not mandatory). Since Logistics Management relies heavily on barcoding procedures and bin numbers, familiarity with these modules would be to your advantage. Once you feel comfortable with these packages, install Logistics Management, Lot Numbers, Serial Numbers, and Alternate Items. INSTALLATION The following instructions detail the implementation procedure that Activant recommends. The installation of each package is broken into steps. STEP ONE: INSTALL BARCODING The Barcoding optional package provides extensive barcoding capabilities for your Acclaim system. This package allows you to barcode information on product labels, item tickets, and a variety of forms and reports. These barcoding features can be used throughout the system to make daily business procedures quicker, easier, and more accurate. If you do not have the Barcoding optional package already installed, refer to the Installation chapter of the Barcoding manual. It is recommended that you develop a strong working knowledge of barcoding functions before installing Logistics Management. 7

8 1 IMPLEMENTATION GETTING STARTED WITH BARCODING It is necessary to set up a barcode strategy and choose a symbology as the first steps in implementing barcode processing in your business. The Acclaim system supports four types of symbology: Code 3 of 9 (referred to as Code 39, C39, and C3/9), UPCA (UPC), Interleaved 2 of 5 (I25 or I2/5), and Code 128 (C128 or 128). These codes are universal, although your vendor or customer may have a preference. You should check with them to see what their scanners can read. There are some space limitations on Acclaim forms with some of these symbologies. Physically, there may not be enough room on the shipping paper to print the entire barcode. Instead of printing a partial barcode that might not reference the correct item, the system will not print anything. Consider this when choosing a symbology for your forms. The Barcoding module records and maintains the barcode information on your system. You can determine where and what kind of barcode will print on your forms and documents. Shipping papers, invoices, pick & hold papers, work orders, purchase orders, and transfer papers have information that can be barcoded. You have the options of printing a barcode, selecting the symbology, and choosing whether or not the system prints human readable text below the barcode. The following screen shows a sample of one of the barcode form options found in the Barcoding module. The last column, Max Length, tells you the maximum number of characters that will print on the form of the chosen symbology. If your data exceeds this limit, the barcode will not print. For example, if you select Code 128 as your symbology for the customized part number on a shipping paper, any part number exceeding 16 characters will not print. You would need to select a different symbology, or consider using the vendor#-item# combination to reference the item. You can also print customized item part numbers on the Buyer s Guide in the Customized Items package, or print the vendor#-item# on the PO Requirements Report. Customers requiring barcodes on their documents must have the Barcode field in Customer Maintenance set to Yes. There is also a Barcode field in Vendor Maintenance for those vendors who require barcodes. WHAT TO BARCODE The barcode must have a link to the Item record in your inventory. If your vendor barcodes a UPC code, it must match the Acclaim vendor#-item# combination. You might put the human-readable value of the barcode in the Short Code field of the Item record. This is a good idea if the barcode is larger than the vendor#-item# values. Activant recommends that the Item Code field, the Vendor#-Item# fields combination, or the Short Code field holds barcode information. This allows you to read the barcodes during order entry with the appropriate hardware. However, keep in mind that short codes will not 8

9 1 IMPLEMENTATION print on shipping papers, invoices, or transfers without special software. In most cases, short codes cannot be used to receive material. BARCODING ITEMS After setting up your symbology, the next step is to put the barcodes on your items. There are two ways to create barcode labels for your stock items: item labels and item tickets. Item labels can be printed at any time. They are general purpose labels that you design for your warehousing requirements (specifying the item code, bin number assignment, etc.), or they can be designed with information that all customers will find helpful (a barcoded item code or description). Customer-specific fields are not available in the Item Labels module. Activant does not recommend preprinting customer labels. If customer-specific labels are printed without an order for the material, they could cause confusion among warehouse personnel. Item tickets can be printed only after the material is placed on a customer order. They are labels that print after the order has been shipped. Customized item part numbers will print on item tickets. Once the system recognizes that a customer requiring barcodes has ordered a specific item, detailed information is printed on the label. This prelabeling can be offered as a retail service to your customers. For more information on the Item Ticket and Item Labels modules, refer to the Barcoding manual. AIAG BARCODE Another module used to create barcoded labels is the AIAG module. These labels are generated in accordance with the Automotive Industry Action Group s specifications. Activant provides predefined formats for MACK and Caterpillar. AIAG labels can provide detailed information in an exact manner. STEP TWO: INSTALL BIN NUMBERS You can keep multiple bins for an item at a single stocking location and track the stock quantities at each bin. Several modules update this information, including Order, Front Counter, Ship Edit, Material, Transfer, and Item Adjust. Shipping papers are followed by picking tickets that display the multiple bin numbers of each line-item. With multiple bin numbers, organizing and keeping track of your inventory improves with detail and accuracy. For example, when material is physically received, it is often placed in staging areas that can now be tracked. This tracking assists in the eventual physical allocation of the material to orders, transfers, warehouse bins, etc. If you do not have the Multiple Bins optional package already installed, refer to the Getting Started chapter of the Multiple Bins manual. It is recommended that you develop a strong working knowledge of multiple bin number procedures before installing the Logistics Management package. STEP THREE: INSTALL To install the Logistics Management package, you need the shipping paper that was sent by Activant Solutions Inc. This shipping paper contains a serial number that is used in a later step. 9

10 1 IMPLEMENTATION Installing Logistics Management requires that files be created and / or expanded. Activant recommends that you perform this installation at night or on the weekend. Due to file size and system configuration, we cannot offer an estimation of how long the installation will take. Caution! Before installing Logistics Management, make sure you have a total copy of your system. Installing Logistics Management requires that the Barcode Control and Bin Numbers optional packages have already been successfully installed. If you have not already installed these two packages, refer to the Barcoding and Multiple Bins manuals for installation instructions. Complete the following steps to install Logistics Management: 1. Stop the system. 2. At the Utility Command, run the VERIFY command and the MISMATCH job to check the integrity of the files. For more information on these commands, refer to your Activant System Administration manual. 3. Turn all units offline. For more information on turning your units offline, refer to the System Administration manual. 4. Make a total copy of your system. For more information on creating a total copy, refer to the System Administration manual. 5. After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the System Administration manual. 6. At the Utility Command, press [Esc] to access the Job prompt. 7. At the Job prompt, press [Enter] to log into the system. 8. At the jump to box, type PKG-INSTALL. The following screen appears: 9. Enter the serial number that appears on the shipping paper you received from Activant, and press [Enter]. A. If you enter the correct serial number, the following message appears: 10

11 1 IMPLEMENTATION Proceed to Step 10. B. If you enter an incorrect serial number, the following message appears: If you receive the previous message, retype the serial number on your shipping paper. If you still receive the previous message after you retype the serial number, contact the Activant Inside Sales Department for assistance. If you receive the message in Step A after you retype the serial number, proceed to Step 10. Note: To suspend the installation of Logistics Management, type [N] [Enter] when the system prompts you to run the INSTALL. When you are ready to resume the installation, type INSTALL [Enter] at the jump to box. 10. To install Logistics Management, type [Y] [Enter]. The Logistics Management installation screen appears. 11. There are no specific questions that need to be answered to size new files for Logistics Management. Answer [Y] when the system prompts you to proceed. The system automatically begins installing Logistics Management. 12. The screen displays messages that it is initializing job streams, transferring menu data, and updating alternate menus. Screens similar to the following appear: 13. The job LIB-UPDATE automatically runs after the package has been installed. Caution! Make sure the system is stopped at this point. Installing the package with the system in a GO state will not update the system files. If the system is not stopped, you must manually run the job LIB-UPDATE. 11

12 1 IMPLEMENTATION 14. To verify that the package has been installed properly, access the Packages menu from the Company Information menu. Logistics Management should appear on this menu, similar to the following screen: Logistics Management appears on the Packages menu. 15. At the Utility Command, type GO to activate all terminals. You are now ready to use Logistics Management. STEP FOUR: INSTALL LOT NUMBERS Lot numbers, with their unlimited description and transaction history, have a variety of uses. They can locate items, clarify customer shipping papers and invoices, track sales and purchasing data, and aid in inventory control. Lot numbers identify items at the batch level. Lot control is the management of information concerning lot numbers. The Lot Number package gives you the ability to automatically maintain and update a lot number database. Both in-coming and out-going items can be tracked by lot number. Lot number tracking is an integral part of the system and is interfaced with the Item, Customer, Order, Expedite Order, Material Receiving, Item Adjust, Purchase, and Transfer modules. If you do not have the Lot Numbers optional package already installed, refer to the Installing Lot Numbers chapter of the Lot Numbers manual. STEP FIVE: INSTALL SERIAL NUMBERS Some distributors keep track of their items via serial number. The serial number is usually an alpha-numeric tag that identifies a given item. Serial numbers and their transaction history, which can include unlimited comments, have a variety of uses. They can help locate items, clarify material shipped and invoiced to customers, track warranties and repairs, track maintenance and depreciation costs, and aid in inventory control. 12

13 1 IMPLEMENTATION Serial number control is the management of information concerning serial numbers. The Serial Number package gives you the ability to automatically maintain and update a serial number database. Both in-coming and outgoing items can be tracked by serial number. This type of tracking is an integral part of the system and is interfaced with the Item, Customer, Order Processing, Material Receiving, Item Adjust, and Transfer modules. If you do not have the Serial Numbers optional package already installed, refer to the Install Serial Numbers chapter of the Serial Numbers manual. STEP SIX: INSTALL ALTERNATE ITEMS The Alternate Item optional package allows the assignment of an unlimited number of names (or alternate item codes ) to stock and/or catalog items. To your inventory and nonstock item part numbers, you can assign competitors' part numbers, Federal Stocking Numbers (FSN), customized part numbers, obsolete or outdated part numbers, specific codes for generic items, etc. Alternate item codes allow your customers to place their own orders by using their familiar part numbers, and the alternate item codes help your new employees who don t yet know your item code system. If you do not have Alternate Items already installed, refer to the Getting Started section of the Alternate-Items chapter of the Item Information manual. SUMMARY OF FEATURES The Logistics Management package is a compilation of software features designed to simplify your everyday warehousing procedures. At least 20 individual software features are included with this optional package. ORDER ENTRY FEATURES Total Incoming Freight on Priced Shipments in Order Entry An Incoming Freight field is provided in the detail mode of regular, post, and front counter order entry. The incoming freight amount entered in this field is applied to the first shipment generated through the Ship module for that order and item. SHIPPING FEATURES Batch Picking List The Batch Picking List, which you can print after each run of shipping papers, lists all stock and nonstock items that were included on shipping papers during the current run. The list prints in primary bin location sequence for each shipping route number. Each route has its own page or pages. Nonstock items appear first on the list with no bin location. Bin Location Page Breaks on Shipping Papers This feature allows you to define page break bin locations. When shipping papers are printed in bin location sequence, the system inserts a page break between certain bin locations. This is especially useful if your warehouse is set up in zones with one picker per zone. By setting up the shipping papers to break between certain bin locations, you essentially print a set of shipping papers for each zone. 13

14 1 IMPLEMENTATION Route Number on Shipping Papers The shipping route number is added to format A shipping papers. The shipping route number prints to the right of the bill-to address, and the vendor number prints in place of the bin location for nonstock items. Shipping Instructions on Shipping Labels Shipping Instructions 1 and 2 print on shipping labels. CONFIRMATION FEATURES Ship Value on Ship Edit Reports Shipment value information is added to the Shipment Confirmation Register, the Confirmed Shipments List, and the brief and detailed versions of the Unconfirmed Shipments List. Note: This feature is standard as of Acclaim 16 and higher versions of the Logistics Management software. Total Shipment Weight on Edit/Confirm Screen The total shipment weight (in pounds) is displayed on the Edit/Confirm screen in the Ship Edit module. Freight Charge Adder This feature allows your system to automatically calculate the freight adder for customer shipments during invoicing. A freight adder is an additional charge added to the freight, much like adding handling charges. The freight adder is added to the outgoing freight amount and the total is printed on the invoice. No freight adder is calculated if the freight amount for a shipment is zero. Handling Charges Fixed for First Shipments You can charge a fixed dollar amount handling charge on all first shipments. The charge is held in the Minimum Order field in customer maintenance, and prints on shipping papers and invoices. View Only Active Lot Numbers Controlled by the setting of an Optional Package Company Option, this feature allows you to limit the lot numbers that display in the Ship Edit Allocation screen. When the feature is enabled, only those lot numbers with non-zero location free and non-zero allocated quantities are displayed. This effectively reduces the number of lot numbers you have to choose from. TRANSFERRING MATERIAL FEATURES Additions to Transfers This feature allows you to control whether transfer line-items generated in the Material module are automatically added to existing transfers. This feature can be enabled and disabled through an Inventory Control option in the Company module. 14

15 1 IMPLEMENTATION Enhanced Transfer Backorder Report The Enhanced Transfer Backorder Report provides the option to print an unsorted and a sorted version of the report. The sorted version of the report is sorted by source location, destination location, and item code. In addition to this change, both versions of the report display source location free stock quantities. RECEIVING MATERIAL FEATURES Bin Location on Material Receipts Screen An item s bin # is displayed on the Material Receipts screen. This extra information is helpful if you need to know an item s primary bin location as you receive material. Front Counter Item Adjustment Offset This feature allows you to allocate material to front counter orders, even when that material has not yet been received into the system. The system will track stock accurately since the quantities will be taken from unreceived purchase orders. When the purchase orders are received, the quantities used for filling front counter orders will be removed from them, and the balance will go to other backorders or free stock. Material Receiving Lists by Receiving Location A location sequencing option is added to both the Material Received Against POs List and the Requisitions Received List. When the Seq field is set to LOC, the lists print in receiving location order. Material Received Print Cycle in Item Labels Module You can set the pause length between print cycles when printing item labels for material received against POs and transfers. After the first set of item labels is printed, the system will pause and then automatically scan for more item labels to print. This allows the Item Labels program to operate all day without the need for reentering the printing parameters. WAREHOUSE FEATURES Auxiliary Bin Locations on Item Labels Adding to the list of possible pieces of data that can be included on item labels, this feature modifies the Item Labels module so that an item s primary bin location and its first auxiliary bin location can be included on an item label. Bin Replenishment Report The Bin Replenishment Report shows the replenishment needs of the primary bin location and the stock quantities of any alternate bins. The system calculates the bin s replenishment needs using the Minimum Bin Quantity field in the Item Location record. 15

16 1 IMPLEMENTATION Vendor#-Item# on Inventory Cards This feature displays the vendor#-item# on the Inventory Cards and the Inventory Cards Report, both of which are printed through the Item Count module. PROCESSING LOT NUMBERS FEATURES Package Count on Lot Number View Screen The Package Count field, which holds special packaging information, is added to the Lot Numbers View by Item screen. 16

17 2 ORDER ENTRY FEATURES Only the fields that are new to Logistics Management are described in the following chapters. Refer to the appropriate manual for descriptions of the other fields. TOTAL INCOMING FREIGHT ON PRICED SHIPMENTS IN ORDER ENTRY The Total Incoming Freight feature provides an Incoming Freight field in the line-item detail mode of regular, post, and front counter order entry. The incoming freight amount entered in this field is applied to the first shipment (partial or complete) generated through the Ship module for that order and item. This affects your customers who are not set to prepaid freight and who receive priced shipping papers. The following pages describe where the In-Frgt field is found during order entry (in Order and Front Counter), in Expedite Order, and in Ship Edit. The incoming freight amount is printed on the shipping paper. ORDER AND FRONT COUNTER The Detail Item Entry screen in the Order and Front Counter modules displays the Incoming Freight field: The Incoming Freight field appears on the Detail Item Entry screen. 17

18 2 ORDER ENTRY FEATURES In-Frgt... identifies any incoming freight charges. This charge is applied to the first shipment (partial or complete) generated for the order and item through the Ship module. No other shipments of this order line-item will bear an incoming freight charge. EXPEDITE ORDER The incoming freight charge entered during order entry can be edited through the Expedite Order module until the first shipment for the item has been generated. After the first shipment has been generated, the incoming freight charge can only be edited through Ship Edit. The Incoming Freight field appears on the Line-Item Edit/View screen. SHIP The total incoming freight amount applied to the shipment is shown in the Freight Total area on priced shipping papers. If totals are included on shipping papers, the incoming freight amount is also included in the Total Amount Due. 18

19 2 ORDER ENTRY FEATURES SAMPLE: SHIPPING PAPER WITH INCOMING FREIGHT 19

20 2 ORDER ENTRY FEATURES SHIP EDIT To access the incoming freight amount in the Ship Edit module, select the Edit Single option from the Edit menu from the Ship Edit Information menu. The system prompts you to enter a shipment number. Once a valid number is entered, enter the line-item number, and the Edit Item screen appears: Incoming freight charges can be edited with the IN-FRGT field. In-Frgt... identifies the incoming freight charge entered during order entry. The incoming freight amount can be edited on the Edit Item screen of Ship Edit. 20

21 3 SHIPPING FEATURES BATCH PICKING LIST The Batch Picking List helps warehouse employees because items are grouped by shipping route. For example, one employee can take a Batch Picking List for shipping route #23 and pick all the items needed for all customers on route #23. Loading your trucks to deliver goods to customers located in the same area is faster and more efficient. The Batch Picking List, which you can print after each run of shipping papers, lists all stock and nonstock items that were included on shipping papers during the current run. The list prints in primary bin location sequence for each shipping route number. Each route number has its own page or pages. Nonstock items appear first on the list with no bin locations. SHIP You can print the Batch Picking List for a range of shipping route numbers or for specific shipping route numbers. The parameters for both options are identical. The following screen displays the parameters for printing shipping papers for a range of routes: The Print Batch Pick List option must be set to Y to print a Batch Picking List. Print Batch Pick List... determines whether or not to print a Batch Picking List. Y - prints a Batch Picking List. N - does not print a Batch Picking List. 21

22 3 SHIPPING FEATURES After the initial run of shipping papers has printed, a print option screen similar to the following appears: Select this option to print a Batch Picking List. These options allow you to modify the setup of your printer (i.e., perform a form feed), scan for more shipping papers, set the pause length in the print cycle, exit from printing shipping papers, and print a picking list. You can print the list as many times as you like before exiting the screen. For example, you can choose to scan for shipping papers several times before you print the Batch Picking List. If you select the option to exit from printing shipping papers, a warning message displays to ensure that you do not accidentally exit the shipping run before printing the Batch Picking List. SAMPLE: BATCH PICKING LIST Bin Loc... identifies the primary bin location. Item Code... identifies the item code. Description 1, Description 2 Picked Qty (EA)... provides a brief description of the item.... identifies the quantity picked in eaches. 22

23 3 SHIPPING FEATURES UT... identifies the unit name. Shipment #... identifies the shipment number. Customer... identifies the customer code and name. Weight... identifies the weight of the item on this shipment. Route... identifies the shipping route of the customer. BIN LOCATION PAGE BREAKS ON SHIPPING PAPERS This feature allows you to define page break bin locations. When shipping papers are printed in bin location sequence, the system inserts a page break between specified bin locations. This is especially useful if your warehouse is set up in zones with one picker per zone. By setting up the shipping papers to break between certain bin locations, you essentially print a set of shipping papers for each zone. SHIP The Ship Information menu displays the option to define page break bin locations: When you select this option, the system displays a screen similar to the following: Ship Loc... identifies the shipping location. Ship Loc must be a valid stocking location. Name... identifies the city and state of the stocking location. 23

24 3 SHIPPING FEATURES Bin Loc... identifies the bin number after which a page break occurs when shipping papers are printed in bin number sequence. Press [Enter] at the Field prompt to accept a bin location and enter another. To delete a bin location, enter DE at the Field prompt once the record information is displayed. ROUTE NUMBER ON SHIPPING PAPERS This feature adds the shipping route number to format A shipping papers. The shipping route number prints to the right of the bill to address, and the vendor number prints in place of the bin location for nonstock items. The following pages describe how to set up this feature in the Company module. A sample shipping paper, with the shipping route number included, is also displayed. COMPANY Select the Logistics Management option from the Packages option on the Company Information menu: When you select the Logistics Management option, the system displays a screen similar to the following: The Route # on Shipping Papers option must be set to Y to print shipping route numbers on shipping papers. 24

25 3 SHIPPING FEATURES The previous screen displays a list of options that apply to the Logistics Management optional package. When you select the Route # on Shipping Papers option, a screen similar to the following appears: Route # on Shipping Papers... determines whether or not shipping route numbers print on format A shipping papers. Y - the route number prints on format A shipping papers. N - the route number does not print on format A shipping papers. 25

26 3 SHIPPING FEATURES SHIP SAMPLE: FORMAT A SHIPPING PAPER WITH SHIPPING ROUTE NUMBER 26

27 3 SHIPPING FEATURES SHIPPING INSTRUCTIONS ON SHIPPING LABELS This feature allows you to add Shipping Instructions 1 and 2 to shipping labels. SHIP EDIT Shipping Instruction 1 and Shipping Instruction 2 are taken from the Ship Edit Confirmation screen, which may be different than the shipping instructions on the order header record. The order and shipment number print at the top of the label, while the customer s purchase order number appears directly above the shipping instructions. SAMPLE: SHIPPING LABEL WITH SHIPPING INSTRUCTIONS 1 AND 2 Shipping Instructions taken from the Ship Edit screen appear at the bottom of the shipping label. 27

28 4 CONFIRMATION FEATURES SHIP VALUE ON SHIP EDIT REPORTS This feature adds shipment value information to the Shipment Confirmation Register, the Confirmed Shipments List, and the brief and detailed versions of the Unconfirmed Shipments List. SHIP EDIT Each of the reports is printed from the Ship Edit Information menu. The Register, Unconfirmed Shipments List, and the Confirmed Shipments List options will now display shipment values. 28

29 4 CONFIRMATION FEATURES SAMPLE: SHIPMENT CONFIRMATION REGISTER SHOWING SHIP VALUE Ship Value... identifies the total shipment value. Total Ship Value... identifies the current branch and company-wide accumulated shipment values. The accumulated shipment value for each branch prints next to the branch summary. Note: If you edit the invoice batch number on a confirmed order, the Shipment Confirmation Register will display the dollar amount of the order twice. The system displays the dollar amount once when you confirm the order, and again when you edit the invoice batch number. SAMPLE: CONFIRMED SHIPMENTS LIST SHOWING SHIP VALUE Ship Value... identifies the shipment value. The accumulated total for all shipments prints at the end of the report under the heading Total Ship Value. 29

30 4 CONFIRMATION FEATURES SAMPLE: BRIEF UNCONFIRMED SHIPMENTS LIST SHOWING SHIP VALUE 30

31 4 CONFIRMATION FEATURES SAMPLE: DETAILED UNCONFIRMED SHIPMENTS LIST SHOWING SHIP VALUE 31

32 4 CONFIRMATION FEATURES TOTAL SHIPMENT WEIGHT ON EDIT/CONFIRM SCREEN This feature displays the total shipment weight (in pounds) on the Edit/Confirm screen in the Ship Edit module. SHIP EDIT Select Edit and/or Confirm a Single Shipment from the Edit menu in the Ship Edit module. Enter the shipment number and customer code, and the system displays the following screen: The Total Shipment Weight displays in pounds. FREIGHT CHARGE ADDER This feature allows your system to automatically calculate the freight adder for customer shipments during invoicing. A freight adder is an additional charge added to the freight, much like adding handling charges. The freight adder is added to the outgoing freight amount and the total is printed on the invoice. No freight adder is calculated if the freight amount for a shipment is zero. The following pages describe how to set up rate tables used to calculate the freight adder, and how to set up customers with freight adder tables. 32

33 4 CONFIRMATION FEATURES FREIGHT TABLE The Freight Table module allows you to set up freight adder rate tables so that the system can calculate the appropriate freight charge adder for customer shipments. You can define up to 99 different freight adder rate tables that can be viewed, modified, and printed. The module can be accessed by typing FREIGHT-TA in the jump to box. EDIT FREIGHT ADDER RATE TABLE This option allows you to define a new freight adder rate table or edit an existing one. Table Number... identifies a specific freight adder rate table. Freight adder rate tables are numbered 1 to 99. If the table exists, its associated information appears on the screen. If the table does not exist, a new freight adder rate is created and you are prompted for the necessary information. Table Number links to Fr Addr in Customer Maintenance. For more information on this field, see page 35. Rate Type... determines if the value in the % Or Amount field is a percentage or dollar amount. % - freight adder is a percentage. $ - freight adder is a specific dollar amount. 33

34 4 CONFIRMATION FEATURES Limit Basis... determines the basis for freight adders. Limit Basis can be set to one of three settings: SHP - the limits entered are comparisons against shipment values. FRT - the limits entered are comparisons against outgoing freight charges. ORD - the limits entered are comparisons against total order values. % Or Amount Limit... identifies the percentage or dollar amount that is applied to calculate the freight adder.... identifies the limit to which the % Or Amount column is used. In the previous table, the system will add a $4.50 freight adder to shipments of $50 or less. A shipment with a value of $51 to $75 will have a $6 freight adder applied to the invoice. PRINT A FREIGHT ADDER RATE TABLE LIST The Freight Adder Rate Table List displays information for each freight adder rate table that is defined in the system. When you select this option, the system displays the following parameter screen: Complete the parameters to define a particular range of tables, and press [Enter] at the Field prompt to print the list. SAMPLE: FREIGHT ADDER RATE TABLE LISTING The fields on the previous report are identical to those described under the Edit Freight Adder Rate Table section. Please refer to page 33 for a description of these fields. 34

35 4 CONFIRMATION FEATURES CUSTOMER A Freight Adder field in Customer Maintenance allows you to specify the freight adder rate table to use when calculating the freight charge adder. A screen similar to the following appears in the Customer Maintenance option in the Customer module: The Freight Adder Table field appears in Customer Maintenance. Fr Addr... determines the freight adder rate table used when the freight charge adder is calculated at invoice time. INVOICE A freight adder is automatically calculated for customer shipments during invoicing. The freight adder is added to the outgoing freight amount and the total amount is printed on the invoice. If the freight amount for the shipment is zero, the system does not calculate a freight adder. Note: Credit memos, direct shipments, and post orders are excluded from freight adder calculations. FIXED HANDLING CHARGES FOR FIRST SHIPMENTS This feature allows you to charge a fixed dollar amount handling charge on all first shipments. The charge is held in the Minimum Order field in the customer record and prints on shipping papers and invoices. 35

36 4 CONFIRMATION FEATURES COMPANY Select Logistics Management from the Packages option on the Company Information menu. The system displays a screen showing a list of company options that apply to the Logistics Management optional package. (See page 24 for a sample of this screen.) Select the Fixed Handling Charges on First Shipments option. A screen similar to the following appears: Fixed Handling Charges on First Shipments... determines whether or not a fixed handling charge is placed on first shipments for select customers. Y - a fixed handling charge is added to the first shipment of a customer order. N - a fixed handling charge is not included on the first shipment. CUSTOMER You can enter a fixed handling charge in the Minimum Order field on the Order Options screen in Customer Maintenance. The Minimum Order field appears on the Order Options screen of Customer Maintenance. 36

37 4 CONFIRMATION FEATURES Minimum Order... identifies the fixed dollar amount handling charge. This dollar amount is automatically charged to the customer on all first shipments. This handling charge is taxable if at least one item on the shipment is taxable. The charge appears on all shipping papers and invoices. Note: Customer returns are not charged for handling unless specified at the time the return is entered. You can charge customer returns for handling by entering the charge in the Minimum Order $ field on the Order Info header screen in the Order module. 37

38 4 CONFIRMATION FEATURES SHIP SAMPLE: SHIPPING PAPER WITH FIXED HANDLING CHARGE ON FIRST SHIPMENT Fixed handling charges appear on first shipments. 38

39 4 CONFIRMATION FEATURES VIEW ONLY ACTIVE LOT NUMBERS This feature allows you to limit the lot numbers that display in the Ship Edit Allocation screen. When the feature is enabled, only those lot numbers with non-zero location free and non-zero allocated quantities appear. This effectively reduces the number of lot numbers the user has to choose from. COMPANY Select Logistics Management from the Packages option on the Company Information menu. The system displays a screen showing a list of company options that apply to the Logistics Management optional package. (See page 24 for a sample of this screen.) Select the View Only Active Lot #s on Ship Edit Alloc Screen option. A screen similar to the following appears: View Only Active Lot #s on the Ship Edit Allocation Screen... determines whether or not active lot numbers only will display on the Ship Edit Allocation screen. Y - Only active lot numbers appear in Ship Edit. These are lot numbers that have free and allocated quantity values. N - All lot numbers are shown. Lot numbers with zero free and zero allocated quantities are also displayed. When this option is set to Y, the system limits the lot numbers that display on the Ship Edit Allocation screen; only those lot numbers with non-zero location free and non-zero allocated quantities are shown. When this option is set to N, the system displays all lot numbers (even those with zero quantities) on the Ship Edit Allocation screen. 39

40 4 CONFIRMATION FEATURES SHIP EDIT SAMPLE: SHIP EDIT ALLOCATION SCREEN Each screen displays four active lots. The Next Location and Specify Location options allow you to view active lots from other locations. These other locations begin with the active lot numbers that are included in or that follow those lots displayed on the current screen. For example: Location 1 has 12 active lots, numbers 1 through 12. The first screen you view displays lots 1 through 4. After pressing [Esc], you now view lots 5 through 8. If you select the Next Location option to view active lots in Location 2, the first screen will display active lots beginning with lot number 5. If any of the lots 1 through 4 are active in Location 2, they will not automatically be displayed. You must use the [-] key to view these previous lots. 40

41 5 TRANSFERRING MATERIAL FEATURES ADDITIONS TO TRANSFERS This feature allows you to control whether line-items generated in the Material module are automatically added to existing transfers. The Inventory Control option in the Company module allows you to enable or disable the Additions to Transfers feature. COMPANY This feature appears on the second Company Inventory Control Options screen: The Additions to Transfers option can be enabled or disabled on the Inventory Control Options screen. 41

42 5 TRANSFERRING MATERIAL FEATURES When you select the Additions to Transfers option, the system displays a screen similar to the following: Additions to Transfers... determines if transfer line-items are added to existing transfers. Y - transfer line-items generated via filling transfer backorders in the Material module are automatically added to existing transfers. N - separate transfers are created especially for the transfer line-items. ENHANCED TRANSFER BACKORDER REPORT This feature allows you to print an unsorted and a sorted version of the report. The sorted version of the report is sorted by source location, destination location, and item code. The unsorted version of the report prints the items in item record number sequence, which is the order in which the items were entered into your system. In addition to this change, both the unsorted and sorted versions of the report show source location free stock quantities. EXPEDITE TRANSFER The Open Transfer Backorder List can be printed in the Expedite Transfer module. 42

43 5 TRANSFERRING MATERIAL FEATURES When you select the Open Transfer Backorder List option, the system displays the following screen: Unsorted List... prints the report in item record number sequence, which is the order that the items were entered into the system. This is the way the system printed the report before Logistics Management was installed. Sorted List... prints the report sorted by source location, destination location, item and date requested. Each destination on the sorted report prints on a separate page. No matter which option you select, the system displays the following parameters: The following message appears under the Field prompt if you choose to print a sorted report: 43

44 5 TRANSFERRING MATERIAL FEATURES SAMPLE: SORTED OPEN TRANSFER BACKORDER REPORT SRC Free Stk... identifies the current free stock of each item at the source location. For more information on the Open Transfer Backorder Report, refer to the Material Processing manual. Note: Items can appear on the Open Transfer Backorder Report that do not have a customer or order number associated with them. 44

45 6 RECEIVING MATERIAL FEATURES BIN LOCATION ON MATERIAL RECEIPTS SCREEN This feature displays an item s bin number on the Material Receipts screen. This extra information is helpful if, as you receive material, you need to know an item s primary bin location. MATERIAL The Bin # displays on the Material Receipts screen. Bin #... identifies the item s primary bin location. 45

46 6 RECEIVING MATERIAL FEATURES FRONT COUNTER ITEM ADJUSTMENT OFFSET This feature allows you to allocate items to front counter orders, even if those items have not been received in the Material module. Caution! The FC/POS DISP PROMPT option in the Order Processing Company Options must be set to N for this feature to function properly. FRONT COUNTER If you are entering an order in the Front Counter module and the system indicates that there is insufficient stock to fill the order, you can use the I for In-house disposition to indicate that you have the stock, but have not yet entered it into the system. For example, a front counter order is entered for 10 of an item, however the system is showing a quantity available of zero. You know that a shipment of 24 of this item was just delivered and is sitting on your dock. If you use the I for In-house disposition, the system will allocate the quantity of this item from the soon-to-be-received purchase order. The customer s order can be filled and the invoice printed while the item is packaged for him. Later, when the purchase order is received in the Material module, the system will automatically remove the 10 from the 24 delivered, and use the remaining 14 to either fill backorders or place into free stock. The quantity allocated on the order is automatically set to the quantity ordered, and the system makes an Item Adjustment. The adjustment is denoted by a Code 2 ( Front Counter Adjustment ) on the Stock Adjustments Register. If a purchase order exists for the item, the location, item code, adjusted quantity, and order sequence number are recorded in an automatic adjustment auxiliary file when the adjustment is made. Note: You cannot delete an item from the system if the item is included in the automatic adjustment auxiliary file. MATERIAL During material receipt, the system makes item adjustments to offset any automatic front counter adjustments. As items are received, the system checks the automatic adjustment auxiliary file for each item. If an item exists in the file, and the shipping location matches the receiving location, the system makes an item adjustment to offset the automatic adjustment made in the Front Counter module. The offsetting adjustment is denoted by a Code 2 ( Offset Front Counter Adjustment ) on the Stock Adjustments Register. The system makes automatic adjustments to offset as many valid auxiliary file entries as possible without exceeding the received quantity of the item. Each offsetting adjustment is recorded in the Item Ledger. Only the difference between the received quantity and the adjustment amount can be allocated to backorders or free stock. 46

47 6 RECEIVING MATERIAL FEATURES MATERIAL RECEIVING LISTS BY RECEIVING LOCATION This feature adds a location sequencing option to both the Material Received Against POs List and the Requisitions Received List. When the Seq field is set to LOC, the lists print in receiving location order. MATERIAL The Material Received Against POs List and the Requisitions Received List can both be printed from the Reports option in the Material module. PRINTING PARAMETERS No matter which list you choose to print, the POs List or the Requisitions List, the system displays parameters similar to the following: Seq... determines the sequence of how received material displays. Seq can be set to one of three settings: PO - prints in order of purchase order number. VE - prints in order of vendor, then purchase order number. LOC - prints in order of receiving location. 47

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