Activant Turns v3000 Inventory, Purchasing, Work Orders, and EDI

Transcription

1 Activant Turns v3000 Inventory, Purchasing, Work Orders, and EDI v3000 suite: course 3 of 4

2 This class is designed for Company Trainers Inventory Managers/staff Warehouse Managers/staff Objectives Determine how you will effectively utilize Turns v3000 s new features Inventory Work Orders EDI Purchasing

3 This course will NOT cover Accounts Receivable, Accounts Payable, Commission, and Pricing Inquiries, Maintenance, and Sales Analysis New Modules and Order Entry

4 Turns v3000 Inventory Inventory Maintenance Serial Number Tracking Item History Textfile Bill Kit Maintenance MultiBin Module Physical Inventory Item Movement/Activity Listing Special Purchase Cost Inventory Status Report Inventory History Report Item Warehouse Field Update

5 Turns v3000 Inventory Item Stocking Location Change Item Warehouse Field Update Copy Item Data Warehouse to Warehouse Inventory Master Purge Import Cost Roll-Up Data Vendor Catalog Import Inventory Transaction Entry Inventory ABC Classification Change Item Unit/Multipliers (IWUNT ) Import Item Master Information (GETI1A) Import Item/Whs Information (GETIMM) Import Inventory Count Data (GETIA)

6 Special Purchase Cost INVp1c1

7 Purchase Cost added to Import Cost Roll- Up Data INVp42c1

8 Purchase Cost added to Vendor Item Catalog Import INVp42c2

9 Item Movement/Activity Listing

10 Option to Duplicate Customer/Item Cross- Reference Numbers

11 Duplicate Customer/Item Cross-Reference Numbers

12 Duplicate Customer/Item Cross-Reference Numbers

13 Complimentary Items

14 Complimentary Items

15 Complimentary Items

16 Complimentary Items

17 Complimentary Items INVp6c1

18 Inventory Maintenance and Inquiry INVp7c1

19 Inventory Maintenance INVp9c1

20 Inventory File Inquiry INVp8c1

21 Inventory Inquiry

22 Serial Number Tracking INVp11c1

23 Serial Number Tracking INVp11c2

24 Serial Number Tracking

25 Serial Numbers INVp13c1

26 Serial Numbers INVp13c2

27 Serial Numbers INVp14c1 and c2

28 Item History Textfile

29 Item History Textfile

30 Item History Textfile

31 Bill/Kit Maintenance

32 Bill/Kit Maintenance

33 Bill/Kit Maintenance

34 BILL/KIT Cost Report INVp19c1

35 Bin Replenishment Calculation

36 Bin Movement Activity Listing

37 Bin Movement Activity Listing

38 Bin Movement Activity Listing INVp24c1

39 Stocking Location Selection

40 Stocking Location Selection

41 Physical Count Programs Stocking Location Selection (IP) Inventory Count Entry (IA) Inventory Count Listing (IC) Inventory Count/Deviation Journal (IJ)

42 Physical Inventory Programs

43 Physical Inventory Programs

44 Physical Inventory Programs

45 Inventory Count Listing

46 Inventory Count/Deviation Journal

47 Stocking Location Selection Committed Quantities Considered Sold INVp26c1

48 Stocking Location Selection INVp26c2

49 Stocking Location Selection INVp29c1

50 Inventory Status Report Bill-To Selection

51 Inventory History Report

52 Inventory History Report 1. Sales Units 2. Sales Dollars 3. Cost of Sales 4. Profit 5. Purchase Units 6. Purchase Dollars 7. Quantities On-Hand 8. Sales Units (Format #2)

53 Inventory History Report

54 Inventory History Report

55 Item Warehouse Field Update

56 Item Warehouse Field Update

57 Item Warehouse Field Update

58 Default Warehouse

59 Default Warehouse

60 Copy Item Data Warehouse to Warehouse

61 Inventory Master Purge

62 Inventory Transaction Entry

63 Inventory Transaction Entry

64 Inventory ABC Classification

65 Unit Of Measure Conversion

66 Unit Of Measure Conversion How does the new Unit of Stock compare to the old Unit of Stock? New Unit = EA and Old Unit = Box 50 eaches = 1 box Multiplier is 50 1 Box On Hand = 50 Each On Hand Remaining Units enter as normal in IMM based on new Unit of Stock

67 Unit Of Measure Conversion INVp46c1

68 Unit Of Measure Conversion IWUNT new picture

69 Unit Of Measure Conversion INVp46c2

70 Unit Of Measure Conversion INVp47c1

71 Unit Of Measure Conversion INVp46c2

72 Unit Of Measure Conversion INVp47c2

73 Unit Of Measure Conversion

74 INVp49c1 and c2

75 Unit Of Measure Conversion INVp49c3

76 Unit Of Measure Conversion INVp50c1

77 Unit Of Measure Conversion INVp50c2

78 Unit Of Measure Conversion INVp51c1 INVp51c2

79 Unit Of Measure Conversion INVp52c1

80 Unit Of Measure Conversion

81 Can NOT be executed during IWUNT! BCC - Bill/Kit Cost Calculation BOFC - B/O Auto Fill Calculation IA - Inventory Count Entry ICR - Cost Roll-Up Calculation ICRM - Cost Roll-Up Maintenance ICRU - Cost Roll-Up Update IER - Inventory Transaction Register ILBC - Bin Replenishment Calculation IP - Stocking Location Select IPR - Price Roll-Up Calculation IPRP - Price Transaction Maintenance IPRU - Price Roll-Up Update OCF - Commit Future Orders Process OEQU - Quick Order Entry Updating

82 Can NOT be executed during IWUNT! OITD - In Touch Data Download QR - Purchase Order Register QRC - Requisition Calculation QRCQ - Centralized P/O Req. Calc. QRTU - Transfer Requisition Update QRU - P/O Requisition Update QRUQ - Centralized P/O Req. Update RJS - End of Day Job Stream Process RPU - Post-Invoice Update RSU - Sales Statistics Update SOP - Standing Order Processing WOFO - Work Order From Sales Order WORR - Work Order Receiving Register WOTR - W/O Transfer/Assembly Register

83 Import Item Master Information ITEM # DESCRIPTION MEMO 4 (SORT FIELD) MANUFACTURER PRODUCT CLASS G/L CLASS INVENTORY CLASS GROUPING CLASS LIFO POOL COMMISSION ITEM CUST/ITEM HIST TRACK QTY/COST ITEM MEMO 1 ITEM MEMO 2 ITEM MEMO 3 STOCK STATUS (S/N) ABC CLASS VENDOR NUMBER VENDOR ITEM # VENDOR DESCRIPT W/H MEMO 1 W/H MEMO 2 W/H MEMO 3 ORDER CODE TAXABLE SUBSTITUTE ITEM# DATE ACTIVE W/H CUST/ITEM HIST ORDER POINT LINE POINT EOQ QTY LEAD TIME WEIGHT VOLUME AVG MO USAGE VHA CONTRACT# VHA+ WHSE STOCK STATUS PRICE BOOK SORT #1 PRICE BOOK SORT #2 PRICE BOOK SORT #3 NDC NUMBER DISCONTINUED ITEM RESTRICTED ITEM

84 Import Item Master Information INVp55c1

85 Import Item Master Information

86 Import Item Master Information INVp56c1

87 Import Item/Whs Information

88 Import Item/Whs Information

89 Import Item/Whs Information

90 Import Item/Whs Information (cont d) Program prompts

91 Import Inventory Count Data MPp49c1???

92 Import Inventory Count Data MPp50c1 MPp50c2???

93 Turns v3000 Purchasing Purchase Order Entry, Inquiry, Printing, Maintenance, and Reports Requesting a Purchase Order PO Receiving Entry Requisition/Transfer Calculation and Maintenance MARS Turns Inventory Download, MARSIN Receipt History Inquiry, Buyer Information Vendor Returns Customer/Item Requisition Adjustments Automatic OE-PO Requisitions

94 Purchase Order Entry/Maintenance QPp1c1

95 Purchase Order Entry/Maintenance QPp1c2

96 Purchase Order Entry/Maintenance PURp2c1

97 Purchase Order Entry/Maintenance PURp3c1

98 Purchase Order Entry/Maintenance

99 Purchase Order Entry/Maintenance

100

101 Special Purchase Cost Purchase Order Entry Q(QE) Purchase Order Maintenance Q(QM) Requisition/Transfer Calculation QRS(QRC) Requisition Maintenance QRS(QRM) MARS TURNS Inventory Download QRS(MARS)

102 Purchase Order Entry/Maintenance PURp5c1

103 Purchase Order Printing PURp6c1

104 Purchase Order Printing PURp6c2

105 Purchase Order Inquiry PURp7c2

106 Purchase Order Inquiry PURp7c3

107 Purchase Order Drop Ship Report PURp8c1

108 Purchase Order Status Report PURp9c1

109 PO Reconciliation Report PURp10c1 and c2

110 Requesting a PO From Order Entry Purchase Order Printing Q(QP) P/O Requisition Listing QRS(QRL) Receiving Copy Q(QS) Consolidated P/O Printing Q(QPC) Order Inquiry OO(OI)

111 Requesting a PO From Order Entry PURp11c1

112 Purchase Order Entry/Maintenance

113 Purchase Order Entry/Maintenance PURp12c2

114 Purchase Order Receiving Copy

115 Purchase Order Receiving Copy

116 Purchase Order Receiving Copy PRINT FILL IN AREAS FOR BINS THAT CURRENTLY DO NOT EXIST? Y - additional bins will always print, regardless if other locations for the item exist N - additional bins will not print P - ONLY a primary bin exists for an item, the bin location for the primary bin will print under the unit of measure and two additional lines will print below the receiving line

117 Receiving Entry PURp15c1

118 Requisition/Transfer Calculation

119 Requisition/Transfer Calculation PURp17c1

120 Requisition/Transfer Calculation PURp18c1

121 Requisition/Transfer Calculation PURpnewc5

122 Ignore P/O Item Quantities PURp16c1

123 P/O Replenishment Action List

124 Purchase Order Requisition Listing

125 Requisition Maintenance

126 Purchase Order Requisition Update

127 MARS TURNS Inventory Download PURp22c1

128 MARS P/O Requisition PURp23c1

129 Receipt History Inquiry PURp24c1

130 Buyer Information PURp25c1

131 Buyer Information (P)O INQUIRY (S)ALES ORDERS (W)AREHOUSE DISPLAY (R)ECEIPTS HISTORY (M)ORE/VENDOR INFO (H)ISTORY INVOICES (E)ND

132 Buyer Information

133 Buyer Information PURp26c3 PURp26c4

134 Buyer Information PURp27c1

135 Buyer Information PURp27c2

136 Vendor Returns PURp28c1

137 Vendor Returns

138 Vendor Returns PURp30c1

139 Vendor Returns PURp30c2

140 Vendor Returns PURp31c1

141 Customer/Item Requisition Adjustments New programs to enter unexpected or unusual order quantities Customer and item/items are first set up in CUSTOMER/ITEM REQUISITION ADJUSTMENT MAINTENANCE QRS(CIUM) Adjusted quantity is entered Adjusted quantity = quantity that would be unusual Customer normally buys 20 of item # Currently they re buying 100 Adjusted quantity = 80

142 Customer/Item Requisition Adjustments Customer normally buys 20 of item # Currently they re buying 100 Adjusted quantity = 80 OP/LP has not been recalculated Adjustment quantity of 80 would be entered in the Maintenance program for this customer If the OP/LP has been calculated with this new sales information, the adjustment needs to be considered! Removed from the maintenance program OR added as a negative adjustment quantity

143 Customer/Item Requisition Adjustment Maintenance PURp33c1

144 Customer/Item Requisition Adjustment Listing PURp34c1

145 Customer/Item Requisition Adjustment Review Listing PURp35c1

146 Customer/Item Requisition Adjustment Inquiry

147 Requesting a Purchase Order From Order Entry: System Setup Allow Order Entry to Purchase Order (OE- PO) requisitions to be automatically created Automatically create purchase order requisitions for all items, including: Not on File items non-stock items both non-stock and Not on File items. Speeds up order entry process

148 Requesting a Purchase Order From Order Entry: System Setup PURp37c1

149 Requesting a Purchase Order From Order Entry: System Setup

150 Turns v3000 Work Orders New System Setup Options Transfer Larger Quantities Maintenance of Sales Order if open Work Order Change Notices Entering Work Orders Receiving Register By Item Inquiry Processing Processing/Transfers

151 Transfer/Assemble Larger Quantities WOp5c1 and c2

152 Transfer/Assembly Register

153 Transfer/Assembly Register

154 Maintain A Sales Order If a Work Order Exists

155 Maintain A Sales Order If a Work Order Exists

156 Work Order Change Notices

157 Work Order Change Notices WOp10c1

158 Entering Work Orders WOp1c1

159 Entering Work Orders WOp1c2

160 Entering Work Orders WOp2c1

161 Work Order Receiving Register WOp7c1

162 Printing or Faxing Work Order Shipment Notices WOp3c1

163 Work Order Shipment Notice WOp4c1

164 Work Orders By Item Inquiry WOp8c1

165 Work Orders By Item Inquiry WOp8c2

166 Hidden Components WOp11c2

167 Hidden Components WOp12c1

168 Hidden Components Cannot be viewed/maintained WOTC - Work Order Transfer/Assembly Confirmation WORC - Work Order Receiving Confirmation Will not print WOTR - W/O Transfer/Assembly Register WORR - Work Order Receiving Register Will not be listed WOHP - Work Order History Purge WOP - Work Order Printing WORL - Work Order Receipt Listing WOSL - Work Order Shortage Listing Will not display on screen or in print WOCA - Work Order Calculator

169 Hidden Components WOp13c1

170 Hidden Components WOp17c1

171 Applying Freight Costs to Work Orders WOp19c1

172 Applying Freight Costs to Work Orders WOp19c2

173 Applying Freight Costs to Work Orders WOp20c1

174 Applying Freight Costs to Work Orders WOp20c2

175 Applying Freight Costs to Work Orders WOp21c1

176 Applying Freight Costs to Work Orders Freight cost used for each line item is displayed WOTR WORR Displayed only for non-historical orders FREIGHT ALLOCATION CURRENT FREIGHT Drop ship Work Orders Freight applied to Sales Order WORR performs the update of the freight cost WOTR only displays it

177 Applying Freight Costs to Work Orders Applied to inventory costs RECEIPT VALUE account - ZPOSTOP Not applied to inventory costs FREIGHT DEBIT account ZPOSTOP Freight amount is taken from the FREIGHT CREDIT account - ZPOSTOP

178 Work Order Transfers In-Transit Warehouse Used to track in-transit quantities Designated for each warehouse Required to proceed with WO Entry NO IN-TRANSIT WAREHOUSE SET UP

179 Work Order Transfers WOp24c1

180 Work Order Transfers WOp25c1

181 Work Order Transfers WOp25c2

182 Work Order Transfers WOp26c1

183 Work Order Transfers WOp27c1

184 Turns v3000 EDI Trading Partner Maintenance Outbound Invoice and Status Repot Orders and Order Confirmations Price Book Creation Inbound Unit Maintenance and Listing Rebate Contracts Outbound EDI Purchase Orders and Sales Tracing Outbound EDI Advance Ship Notice and Order Status Report New System Setup (ZSU) flags

185 EDI Trading Partner Maintenance Set up an EDI trading partner for an inbound EDI Freight Vendor Invoice Allow duplicate invoice numbers - inbound EDI Invoices

186 EDI Trading Partner Maintenance EDIp5c1

187 EDI Trading Partner Maintenance Include an "SLN" segment -Subline Item Detail- in the outbound EDI Price Book Generate an outbound EDI P/O Confirmation for manually entered orders Generate an outbound EDI P/O Confirmation only at Shipping Confirmation

188 EDI Trading Partner Maintenance Set up an EDI trading partner for an outbound EDI Advance Ship Notice Allow the rebate request form to print for rebate sales that have already been reported via EDI Sales Tracing Generate an outbound EDI Sales Tracing for a specified trading partner Daily, weekly, or monthly

189 EDI Trading Partner Maintenance Map for outbound EDI Sales Tracing (867) contains a "RETURN.76" segment Program sends quantity qualifier "76" (Returns) in the "QTY" segment If the line item was for an item return Other line items will have a quantity qualifier "32" (Quantity Sold) "RETURN.76" line should be added to the end of the map for the change to take effect for the specified vendor Include line item level "DTM" segment in the outbound EDI Sales Tracing If the segment is included in the map

190 Outbound EDI Sales Tracing Identification code "21" included in third element of "N1 ST" segment Health Industry Number from the specified customer's Customer Maintenance (CM) record N1 1 1 ST 21 ^^ HIN# N1 ST Customer Name

191 Outbound EDI Sales Tracing "+" included as the 4th element of the "N1 ST" segment in the EDI map concatenate the Prophet 21 Turns customer number and ship-to number N1 1 1 ST 91 + ^ customer ship-to# ABCDEFGH N1 ST Customer Name ABCDEFGH

192 Turns v3000 EDI Map contains an "SPC" segment strip specified characters from the data in the outbound EDI file "***ABC HOSPITAL^ SPC *^ "ABC HOSPITAL" Programs with SPC segment: outbound EDI Invoice (810) Outbound EDI Sales Tracing (867) Map set in EDIINV and EDITPM

193 Turns v3000 EDI Invoice Status Report (EDIISR) Track status of outbound EDI Invoices (810) Shows accepted/rejected EDI Invoices Trading Partner sends EDI Functional Acknowledgement (997) Order Confirmation Generation (EDIOCG) regeneration of outbound EDI P/O Confirmation for a range or list of orders Orders may be open or historical

194 Turns v3000 EDI Print EDI Order Confirmations (EDIOCP) page breaks by P/O number Printer by Whse for EDI Orders (EDIOW) Specify separate printers for In Touch orders

195 Turns v3000 EDI Inbound Unit Maintenance (EDIUM) Enter units of measure Used by EDI to perform unit translations Inbound Unit Listing (EDIUL) print EDI Inbound Unit conversion records

196 Convert EDI Data Into Orders If ITEMSUB", is included after the "BEG, substitution will be performed when the quantity available is less than the quantity ordered Uses Substitute Items based on specificity Customer Bill-to Customer Type Any customer Uses Substitute Item based on priority

197 Convert EDI Data Into Orders Convert the trading partner's order quantity and unit of measure to Turns item Convert the Turns item order quantity and unit of measure to the trading partner's

198 Turns v3000 EDI EDI Outbound Invoice Creation(EDIINV) Convert the ship quantity and unit of measure to the unit(s) used by the EDI trading partner

199 Forms Set-Up for EDI Orders EDIp2c1

200 EDI Price Book Creation Select the unit of measure Generate an EDI price book for all trading partners with a status of Production User-selected/system-calculated dates

201 Turns v3000 EDI Rebate Contract Processing (ERCP) Process inbound EDI Rebate Contracts Rebate Contract Maintenance (ERCM) Maintain inbound EDI Rebate Contract info Rebate Contract Listing (ERCPL) Print inbound EDI Rebate Contract info Rebate Contract Update (ERCU) Update processed inbound EDI Rebate Contract info

202 Outbound EDI Purchase Orders Indicate whether the purchase order was sent via EDI Report the Date/Time Reference segment at the line item level Report Reference Identification segment at the header level Generate outbound EDI Purchase Orders for the specified vendor at P/O Entry

203 Turns v3000 EDI Create 867 from History (RB867) Enter a range of items Move the outbound EDI Sales Tracing file to a specified "OUTBOUND DIRECTORY Outbound EDI Advance Ship Notice (856) Advance ship notice generated when inbound EDI Purchase Order processed Updated advance ship notice queued at Shipping Confirmation when needed

204 Outbound EDI Order Status Report Order status report "IN" status when inbound EDI Purchase Order is processed Updated order status report "EX" - "DATE WANTED" is changed "DE - order cancelled "CC"- order confirmed "AP" - not cancelled or shipped, 48 hours since entered

205 New System Flag: EDI PO Module Prefix used to designate PO that shouldn t be sent via EDI Two character max, R is reserved for system use Left blank, the option defaults to SP PO will not be sent to the vendor via EDI

206 New System Flag: Order Entry Module One copy for each Turns sales order is sent to the Trading Partner Y: Split EDI Orders into multiple orders based on the first warehouse that an item is in AND its location zone within the warehouse if it is not in the Customer/Ship-TOs default warehouse N: Do not split EDI Order in multiple sales orders

207 Summary Inventory: Special Purchase Cost Enter Complimentary Items Save item history to a text file Physical/Inventory process Serial Number items Multi-bins IWUNT program

208 Summary Purchasing ZSU flags Special Purchase Cost Selection criteria PO Status Report, PO Drop Ship Report, PO Reconciliation Report Buyer Information program New programs which allow adjustments for Customer/Items Process vendor returns Tracked to reconciliation of the credit

209 Summary Work Orders Date entry Shipment notices Increased quantities Freight costs In-Transit Warehouse Hidden Components EDI Enhancements to existing programs Process In-bound EDI Rebate Contracts from Vendors Outbound EDI Order Status Report

210 For More Information Turns Help Files Visit Activant on the web: distribution.activant.com View Educational Services course offerings Browse Documentation v3000 New Features Guide Search the Solutions database Submit a Support case Consulting Services: consult-sales@activant.com Professional Services Sales: pss@activant.com