Cadacus Solutions for SYSPRO. Table of contents

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2 Table of contents Overview... 3 Installation and Registration... 5 Phase 1: Compilation... 6 The Compilation Report... 6 Compilation Options... 8 Phase 2: Allocation Allocation Window Allocation Options Allocation/Release Options Phase 3: Release Release Processing Options Cadacus Support Policy / 18

3 Overview The Cadacus Advanced Order Management (AOM) Solution for SYSPRO eliminates the need for running backorder releases by stock code by showing the overall fill-rate for all available orders. AOM is designed to get in-stock inventory where it is needed most according to specific allocation priorities. AOM accomplished this in three phases: Phase 1: Compilation AOM compiles a list of suggested allocatable orders according to user-configurable options: Phase 2: Allocation (and optionally, Release) AOM presents suggestions for how to allocate in-stock inventory according to the previous Compilation: Phase 3: Release (optional) AOM releases user-selected orders to the floor and automatically prints picking/packing documents:: 3 / 18

4 Where to find the AOM menu: Double-click on the "Configuration" menu item above to get the options window, as in the example below: 4 / 18

5 Installation and Registration Please see the Cadacus online installation guide that includes instructions for registering the software at. 5 / 18

6 Phase 1: Compilation Phase 1: Compilation o AOM compiles a list of suggested allocatable orders according to user-configurable options o The Compilation run can optionally be scheduled in a batch file that runs according to user preferences o The Compilation Report can be set up for automatic notifications to a specified user list o Suggested sales order allocations are presented based on user preferences: ship dates, fill rates, customer hierarchies,and sales order hierarchies The Compilation Report AOM compiles a current listing of sales orders that are potentially ready to ship in the *Compilation Report*. In other words, for the sales orders compiled in this report, parts are available in inventory and detailed line items can be shipped, if desired. This report provides the user with a list for quickly viewing what can be filled. Some companies print this report and mark it up by hand; others move directly to allocations. o Sales orders for the Compilation Report include those with a status of "1" (New), "2" (Open Backorder) or "3" (Released Backorder). Orders with a status of "2" can be excluded in the options. Sales Orders in the Compilation Report have not yet been sent out to the warehouse to process. o The default sort order for the allocation is based on "Ship Date", "Customer Ranking", and "Sales Order Ranking". "Fill percentage" is not in the sort order as it is calculated after the allocations. o The "Customer Ranking" and "Order Ranking" are custom form fields defined by the user and configured in the AOM configuration settings. o Note: each time the compilation is run, the data compiled from the previous run is cleared and the report is re-created based on the latest SYSPRO data on sales orders. To create the AOM Compilation Report, double-click the "Advanced Order Management Compilation" menu item and choose "Run" when prompted: 6 / 18

7 Below is an example of the printed report produced. The AOM Solution is then ready for an upto-the-minute list of suggestions presented in the Allocation list. Report column explanations: 1. "Fill %" -- calculated percentage based on the total quantity of goods available to ship versus the order quantity 2. "Type" -- shows shipability of sales order line as follows: "A/A": Already Allocated-- product has been placed in the ship column using sales order maintenance or other means "F/A": Fully Allocatable-- item is on backorder but product is available "P/A": Partially Allocatable-- product is available, but not the full backorder quantity "B/O": Back Order-- no product is available 3. "Allocation"-- this is the suggested allocation recommended by the compilation. Note: the Compilation is just a suggestion and will not be actually allocated unless it is specifically selected in the Allocation phase 7 / 18

8 Compilation Options To set the AOM configuration options, double-click the AOM Configuration menu item and select the "Order Mgnt" tabs. Below are the group topics and keywords contained in those tabs. Minimum Fill Percentage Based on the number entered here, the Compilation run will not suggest allocations for sales orders whose fill rate is below this minimum percentage. Customer Ranking Custom Form Field This is a user-defined value entered in a user-defined custom form field associated with customer data. If a given customer has any value in this field, the Compilation run will prioritize those sales orders higher than others without a value in this field. This is a simple alpha-numeric field that can contain any customer-defined meaningful value and for customers with values in this field, the Compilation run will simply sort in alphabetical or numerical sequence to determine which sales orders are suggested first in the Allocation phase. Order Ranking Custom Form Field Another user-defined field that can be entered together with sales orders to enable "orderlevel" prioritization. Ship date to use Order Header If selected, the Compilation run will use the ship date contained in the sales order header. Order Line If selected, rather than using the order header ship date for suggesting priorities, the ship date contained in the order lines will be used. Ship date selection Ignore orders with a ship date more than days in the future This AOM compilation option enables the user to exclude sales orders that have ship dates further out in the future than is practical or necessary for shipping considerations at hand. Check company calendar for non-working days If the previous option to ignore orders shipping some number of days in the future is selected, this option enables that calculation to check the SYSPRO company calendar to take into account non-working days. Compilation Reports code The AOM Compilation run can be set up to run automatically at a user-defined frequency. Click the search icon to select or setup the recipients, subject line, and other parameters that will identify this automated process. The Compilation run analyzes all sales orders and subsequently produces this report which can be ed to inform the appropriate users where "ship-to" quantities are greater than quantities available-- information which, otherwise, is not easily accessible in SYSPRO. Archive Reports 8 / 18

9 If selected, the report from each Compilation run will be saved in the SYSPRO systemdefined archive folder for future reference. Sort order for compilation report. Sets the sort order for the Compilation Report. This setting does not affect the order in which stock allocations are suggested; it only affects the order of the report. Date, Fill Pct, Ranking, Sales Order Sales Order, Date Allocation quantity restriction The Compilation will only suggest allocations in multiples of the selected option below. Only one of the following options can be selected. Follow stock code number of decimals Multiples of order UOM Multiples of alternate UOM Multiples of other UOM Check for shipment lock on orders during compilation and release Orders that are currently locked by the Shipping Solution will be excluded from the compilation. Allow processing of customers on hold AOM will not process customers on hold unless this option is selected to override. Allow processing of customers on credit hold AOM will not process customers on credit hold unless this option is selected to override. Suggest backorder allocations Typically selected to enable AOM to consider backorders in allocation suggestions. Deselect if AOM is being used to release orders without filling backorders. Report quantities where to-ship > available If selected, a list of all sales order lines where the "To Ship" quantity exceeds current onhand values will be added to the end of the compilation report; this report is for informational purposes only and not the result of allocations done by AOM. Ignore status '2' orders Status 2, or "Open Backorders", will be ignored if selected. 9 / 18

10 Phase 2: Allocation Phase 2: Allocation (and optionally, Release) o Release can be done together with Allocation, or as a separate step in Phase 3 o AOM presents suggestions for how to allocate in-stock inventory according to the previous Compilation o List views are configurable o The front office can optionally decide which orders get product o The warehouse can optionally decide the best picking/packing order o Overall fill rates for all available orders are calculated by the system Allocation Window AOM Allocation provides a window for allocating available product to orders based on suggestions from the Compilation run. The Allocation and Release can be run together as one step or can be run separately, depending on user preferences. Below is an example of the AOM Allocation window. To access it, double-click the "Advanced Order Management Allocation" menu item. 10 / 18

11 1. Sales orders and fill rates are listed according to Compilation configuration options: The first line of the "Ship-To" address appears in the list view Orders can be processed for shipping individually or combined 2. After choosing orders by selecting checkboxes in the list to the left, selecting the "Ship Individually" or "Ship Combined" button in the toolbar accomplishes the following: "Ship Individually' tells the warehouse that each of the orders selected will be shipped by itself "Ship Combined" will inform the warehouse the selected orders should be shipped together as a single shipment Note: The availability of this option can be controlled in the setup 3. If the user wants to view other sales orders on which this line item is included, double-clicking a line item in this pane shows other orders containing the same item in the pane to the bottom-right. 4. This pane displays other sales orders matching an item selected to the left; right-click the items in this pane to optionally "Steal" allocations or quantities from a different order; note that it is possible to over-allocate due to the manual nature of this feature. 5. Viewing filters can be easily changed on the fly to enable quick grouping of orders by multiple conditions. 11 / 18

12 Allocation Options To set the AOM configuration options, double-click the AOM Configuration menu item and select the "Order Mgnt" tabs. Below are the group topics and keywords contained in those tabs. On Initial Release When performing allocations, there are 4 options for how the allocations are done. These options determine whether allocations are done or not and, if the multiple bin system is used, how bins are assigned during allocation. Use SYSPRO allocation The default is to allow SYSPRO to handle allocations-- check the SYSPRO documentation for details. During release the option can be selected to not do any allocations. This assumes allocations will be done by some other method, such as the Shipping or Handheld Solutions. Warehouse default bin then from smallest If multiple bins are in use, this method attempts to allocate from the warehouse default bin first. If stock is not available from the default bin, allocations will continue from the bin with the smallest quantity available. Warehouse default bin then from largest If multiple bins are in use, this method attempts to allocate from the warehouse default bin first. If stock is not available from the default bin, allocations will continue from the bin with the largest quantity available. Leave on backorder Allocations will be done at ship time. Generate Initial Release Report After processing the AOM Allocation list, a report will be produced showing the sales orders processed and ready to ship. This following option is available only if one of the two optional bin allocations (the "Warehouse default bin...") above is chosen. Generate non-default bin allocation report The allocation system will provide a report showing if any allocations are done from a non-default bin. This is generally used to allow product to be moved from a secondary area to a primary pick area. Note: The allocations are done from the secondary bin. It is up to the user, or a system such as the Shipping or Handheld Solution, to update the sales order if an actual bin transfer is performed to move the product to the primary location. Initial Release Status Determines how the sales order status code changes upon initial release. On initial release set status to '4' Sets the sales orders status to "4" (sent to the warehouse for shipping). On initial release leave status if '1', set status to '3' if '2' If the order is at status "1" (new), it will not be changed on initial release. If the order is at status "2" (open backorder), it will be changed to "3" (released backorder). Do not update status (Note: Delivery note printing may still update) The allocation program will not change the status of an order; however, printing a delivery 12 / 18

13 note may change the status as it would normally do. Update last delivery note printed date and time fields Updates the designated fields in the order header on initial release. Update last operator field Updates the designated field in the order header on initial release. Release to floor/handhelds Some companies separate the process of deciding which orders to ship versus the process of picking and packing orders as stated by these options. On initial release Require secondary release Print Delivery Note "Delivery note" is often referred to as a "picking ticket" or a "packing list". Do not print On initial release On initial release if order not submitted for batch shipping The following option is available only if "Require secondary release" is selected (above, under "Release to floor/handhelds"). On secondary release Delivery Note Format 1 The search button provides the "Document Format" selection window to enable the user to choose the appropriate form for the delivery note. Delivery Note Format 2 The search button provides the "Document Format" selection window to enable the user to choose a second form for the delivery note. Note: for the following two delivery note print options, if the corresponding "Disable" option is selected in the company SYSPRO configuration, then AOM will follow the SYSPRO option. Disable "Request Print Dialog" after first document printed Displays the dialog once, then disables it. Disable print preview Completely disables print preview. 13 / 18

14 Allocation/Release Options To set the AOM configuration options, double-click the AOM Configuration menu item and select the "Order Mgnt" tabs. Below are the group topics and keywords contained in those tabs. Warehouse Options Typically for companies with many warehouses. These options enable various pre-selected filtering of sales orders in the Allocation list. No Default Warehouse Filter Set Default Warehouse Filter to Search and select the default warehouse filter from the list of all warehouses. Set default warehouse filter to operator default Set the default Allocation list display per operator. Restrict warehouse to operator default Only allow the operator to process orders in the operator's default warehouse. Ask operator for warehouse to process Prompt the operator for the warehouse to process at the beginning of the Allocation run. Allow user to override warehouse locks Warehouses Enables fine-tuning of warehouses to process in the Allocation run. For example, a special warehouse set aside for "damaged goods" could be excluded from the allocation run to avoid cluttering up the choices. Process all warehouses Only process listed warehouses Choose warehouses to process below: Exclude listed warehouses Exclude warehouses to process below: Warehouses: Note: in the above warehouse entry fields, a question mark ("?") wildcard can be used. For example, if "A?" is entered (exclude the double-quotes in the entry field), then warehouses that start with the letter "A" will be included or excluded, depending on the selection above it. Use "**" for non-stocked warehouse The double-asterisk is the SYSPRO standard for special-use warehouses. Note: the following "default" settings determine how the Allocation list will filter orders when the window is initially opened. The filters can subsequently be changed or disabled in the list as desired by the operator. Default Release Fill Filter Percentage: If a percentage is entered here, only orders capable of being filled to this minimum percentage threshold will be initially displayed by the Allocation list. Default Release Order Type Filter: Sets the initial filter for the Allocation list based on this order type. Default Release Ship Days Filter: Sets the initial filter for the Allocation list based on order ship days. 14 / 18

15 Allow Ship Combined If not selected, the Allocation report will not display the "Ship Combined" button in the toolbar. Allow Force Allocations Analyzes the orders and enables allocations of stock over available inventory, for example, if known incoming deliveries are certain. Places the entire backorder quantity in the ship column regardless of available stock. Allow Forced Allocations w/ Stock Code Selection Analyzes the orders and generates a list of stock codes presented to the operator. The operator can then select the stock code to allocate and only those selected will be forced to allocate. Allow Simultaneous Release By default only one operator may be running a compilation or allocation at a time. This can be modified to allow the restriction at the warehouse level within the warehouse options. However, enabling this option above allows multiple people to be running the allocation program on the same warehouse at the same time, even though the compilation must still be run exclusively. 15 / 18

16 Phase 3: Release Phase 3: Release (optional) o All "Release" functions can be done as part of Phase 2, if desired o AOM releases user-selected orders to the floor o AOM automatically prints picking/packing documents o For paperless picking, orders can optionally flow automatically to the Cadacus Handheld Solution for SYSPRO Release Processing (Note this section is optional-- functions of Release processing can be done together with Phase 2 Allocation, if desired) The AOM Phase 3: Release provides the list of sales orders ready for release to shipping. Below is an example of the AOM Release processing view. To run Release processing, doubleclick the "Advanced Order Management Release" menu item. 16 / 18

17 Options To set the AOM configuration options, double-click the AOM Configuration menu item and select the "Order Mgnt" tabs. Below are the group topics and keywords contained in those tabs. Interfaces Send 940 based on EDI Document setups Enables the EDI 940 Warehouse Shipping Order transaction, if used. Execute address validation Enables interfacing setup to an address validation lookup, with companies like FedEx, UPS, U.S. Postal Service. Execute service validation Validate shipping service (limited to FedEx at this time). Execute batch shipping Interface used for pre-generation of labels, for example. Interface with Handheld Shipping Select when using the Cadacus Handheld Solution for AOM to give the next sales order to the Handhelds for processing on the floor. PickPro Interface Interface with PickPro Carousel For interfacing to an automated storage and retrieval system, such as Pick Pro. Next Group Number: Interface starts with this number and increments it going forward. Batch shipping sort Keep selection order Use order selected from the Allocation list. Sort on first bin Default to sort on first bin. Batch Shipping Station Code: Enables using selected station code and its associated options for batch shipping. Allow selection of station code at runtime Prompt for selecting options at runtime. Allow selection of ship date at runtime Prompt for selecting options at runtime. Batch shipping warehouses If "Ship via" a certain warehouse is selected, include or exclude the warehouses selected. No restrictions/exclusions Restrict to listed warehouses Exclude listed warehouses 17 / 18

18 Cadacus Support Policy How to Get Support 1. For Support of SYSPRO Licensed Solutions, which include: o EDI Solution o Shipping Solution o Freight Calculator Solution Please contact Support in this order: 1. SYSPRO Dealer 2. SYSPRO 3. Cadacus' Community Support Forum and Help site 4. Cadacus, if under a Support Contract 2. For Support of all other Cadacus Solutions Please contact Support in this order: 1. SYSPRO Dealer 2. Cadacus' Community Support Forum and Help site 3. Cadacus, if under a Support Contract 3. Additional Support Providers While SYSPRO dealers are always the first line of support, Cadacus maintains a list of SYSPRO consultants who have proven Cadacus Solutions skills that may not be available at some Dealers-- see the Cadacus website at for the current list that includes contact information. 18 / 18