Activant Prophet 21. Bins and Multiple Bins

Transcription

1 Activant Prophet 21 Bins and Multiple Bins

2 This class is designed for Inventory personnel in charge of tracking inventory by bins and maintaining bin accuracy

3 Objectives Determine how system settings affect the use of bins Set up bins in Prophet 21 Adjust inventory into bins Assign bins on transactions Utilize tools in the system for accurate bin counts

4 This course will NOT cover Advanced Bins Putaway Zones Pick Zones Warehouse Sequence Item Maintenance Cycle Count Process

5 Terminology Bin Area where items are stored together example: row, shelf, box Primary Bin Bin indicated in Item Maintenance Location Detail tab Multiple Bins More than one bin exists for item

6 Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.

7 Step 1: System Settings

8 Step 1: System Settings

9 Step 1: System Settings Use Bins Checkbox Turns on/off bin functionality

10 Step 1: System Settings Assign Bin Checkboxes Enables bin tab Not mandatory to enter bin at this time Must log Software Support case to turn these options on

11 Step 1: System Settings Default Primary Bin in Shipping Secondary bins used for overflow Only indicate bin if insufficient qty in primary bin

12 Step 1: System Settings Print Multiple Lot/Bin information on Forms Prints Bins with quantities greater than zero on pick tickets, transfer and production order forms

13 Step 1: System Settings

14 Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.

15 Step 2: Creating Bins Two methods to creating bins in Prophet 21 Manually Imports

16 Step 2: Creating Bins Create bins manually Inventory / System / Location/Bin Maintenance

17 Step 2: Creating Bins

18 Step 2: Creating Bins Create Bins manually Enter location Enter bin number Press Save

19 Step 2: Creating Bins Create Bins via Bin Import Setup Import / Inventory / Bin

20 Step 2: Creating Bins

21 Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.

22 Step 3: Assign Primary Bin Item Maintenance/Location Detail

23 Step 3: Assign Primary Bin Primary Bin must exist in system Primary Bin is a required field

24 Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.

25 Step 4: Multiple Bins MUST be created in system first Inventory/System /Location/Bin Maintenance

26 Step 5: Bin Adjustment Inventory / Transaction / Bin Adjustment

27 Step 5: Bin Adjustment Two functions Establish multiple bins Adjust bin quantities

28 Step 5: Bin Adjustment Move quantities between bins by editing the New Quantity On Hand Hit Enter to get a blank line to add a new bin

29 Assigning Bins on Transactions Mandatory to assign a bin in the following areas: Inventory Receipts * Transfer Receipts * Inventory Adjustments Shipping * Transfer Shipping RMA Receipts Inventory Return Receipts

30 Assigning Bins on Transactions Primary bin only system defaults to this bin for all transactions Multiple bins bin must be entered on transaction s Bin tab before saving Exception! Inventory Receipts, Transfer Receipts, and Shipping: System Settings determine if Primary Bin can be the default.

31 Assigning Bins on Transactions Primary bin defaults automatically.

32 Assigning Bins on Transactions Multiple bins - must specify Bin and Unit Quantity!

33 Assigning Bins on Transactions Optional to assign bins in the following areas:

34 Assigning Bins on Transactions Bin tab is enabled for use on optional posting screens!

35 Tools for Bin Accuracy Inquire screens Physical Count Reports

36 Inquire screens Inventory Drill Down by Item Quantity on Hand by Bin Tab Inventory Drill Down by Bin Transaction Drill Down Tab shows all transactions affecting bin quantity

37 Inquire screens Inventory Drill Down by Item

38 Inquire screens Inventory Drill Down by Bin Drill into the On Hand Quantity to see transaction detail!

39 Inquire screens Inventory Drill Down by Bin Transaction Drill Down by Company/Bin/Location/Item

40 Physical Count Count inventory by Bin

41 Physical Count View list of items by bin Enter correct quantities on screen

42 Reports Put Away Report Displays Bin information and a place for a bin number to be indicated

43 Reports PO Pre-Receiving Report Line for bin number to be indicated

44 Reports PO Receiving Report Displays bin where material was placed

45 Reports Transfer Receiving Report Displays bin where transferred material was placed

46 Reports Pick Ticket Report Print by Primary Bin# sequence

47 Tips and Tricks about Bins Deleting a Bin

48 Tips and Tricks for Bins Save time by importing bins Primary bin defaults when only one bin exists Use Receipts System Setting to default to primary bin Bin with Quantity Available defaults automatically when two bins exist

49 Summary Determine how system settings affect the use of bins Set up bins in Prophet 21 Adjust inventory into bins Assign bins to transactions Utilize tools in the system for accurate bin counts

50 For More Information Prophet 21 Help Files Visit Activant on the web: distribution.activant.com View Educational Services course offerings Browse Documentation Search the Solutions database 14940, 21833, 22708, Submit a Support case Professional Services Sales pss@activant.com