Prophet 21 CommerceCenter 10.5 New Features: Inventory New Features suite

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1 Prophet 21 CommerceCenter 10.5 New Features: Inventory 10.5 New Features suite

2 This class is designed for Inventory Managers Purchasing Managers System Administrators Company Managers Overview 10.5 New Features relating to Inventory and Purchasing

3 This course will NOT cover Existing transactions that relate to inventory and/or purchasing Entering Purchase Orders Generating Purchase Requirements Entering Transfers Generating Requirements Receiving Material

4 Objectives Determine which 10.5 new features should be utilized by your company

5 Inventory Receipts Alert Notify a customer, employee when material has been received

6 Purchase Order Entry Alert Keep better control of Purchase Orders

7 Inventory Adjustment Alert Be informed when inventory is adjusted into the system

8 Direct Ship Confirmation Alert Notify customer or sales rep when material has been shipped by the supplier

9 Transfer Entry Alert Be alerted when a request for material has been entered from your location

10 Save and Restore

11 Save and Restore

12 Save and Restore After choosing to Save, message will appear File name = gpor /gpor_run_hdr_uid for the current set of requirements/user_id of the logged in user

13 Save and Restore After choosing to restore, the system will retrieve a file search

14 Save and Restore If file is retrieved and saved again, file will be updated with the new changes File name will remain the same even if different user made retrieved and made changes Any user can access file as long as they have access to the folder

15 Vendor Quotes Enter sales quote Create RFQ from wizard RFQ can be copied to other suppliers with RMB so you can search for the best price Suppliers send in their prices and entered in the system Using the RFQ fast edit, the supplier is selected that will be used for each item on the quote Enter quote prices in Vendor RFQ Fast Edit

16 Vendor Quotes Costs and supplier are passed to the original sales quote on the Extended Info tab Send sales quote to customer Convert sales quote to an order in the Order Entry window System creates purchase order from the sales order

17 Vendor Quotes

18 Vendor Quotes Permissions based on creating RFQs in Order Entry, Purchasing, or Both areas

19 Vendor Quotes Do you want to have the option to update Supplier Cost in the Item record when creating a purchase order from an RFQ?

20 Vendor Quotes

21 Vendor Quotes

22 Vendor Quotes Enter Delivery Instructions, Carrier Id, External PO Number and more

23 Vendor Quotes Quotes will be sent where the Include checkbox is checked

24 Vendor Quotes

25 Vendor Quotes Retrievable in the Purchase Order Entry window By RFQ Control Number By Purchase Order Number RFQs can be printed/reprinted from Purchase Order Reports

26 Vendor Quotes

27 Vendor Quotes After receiving quote back from vendor,if quote is entered, enter quote prices Vendor Fast Edit

28 Vendor Quotes Purchasing > Maintenance > Vendor RFQ Fast Edit

29 Vendor Quotes

30 Vendor Quotes Enter the Supplier Quote Number on the Header tab

31 Vendor Quotes Line tab Choose to Convert RFQ to PO if order Update PO Cost for Order Enter prices for item

32 Vendor Quotes Enter Expiration Date on the Vendor RFQ tab

33 Vendor Quotes RFQ Fast Edit Expired RFQs will not display RFQs can be deleted by RFQ on Header tab or by line item on Line tab It is not necessary to update PO costs or complete the RFQ to convert a quote to an order

34 Vendor Quotes If Chosen from RFQ Fast Edit, PO Cost and supplier is updated on the order.

35 Vendor Quotes Purchase Order Entry window Create RFQs Edit RFQs Edited RFQs will be noted on the RFQ document Copy RFQs Only available if NOT linked to a quote/order Convert RFQs to PO

36 Vendor Quotes

37 Vendor Quotes

38 Vendor Quotes

39 Vendor Quotes

40 Vendor Quotes Note!! RFQs do NOT affect the quantities required for replenishment

41 Vendor Quotes

42 Vendor Quotes

43 Vendor Quotes Purchasing > Reports

44 Vendor Quotes System Setup > Transaction > Delete Vendor RFQs

45 Vendor Quotes Vendor Quotes can be sent EDI.

46 Bin Enhancements

47 Bin Enhancements Freeze bins during the cycle count process When Physical Count or Cycle Count is being done on a bin, the bin will be frozen Bin can not be received into or picked from

48 Bin Enhancements Weight and volumes can be specified for Bins in Location/Bin Maintenance. What UOM is the weight and volume?

49 Bin Enhancements

50 Bin Types Bin Types are assigned to Bins and are used to group similar bins together

51 Bin Types Pickable = Product can be Picked from Bin Putable = Bin is Available for Stocking product

52 Bin Enhancements

53 Bin Enhancements Locks can be placed on Bins

54 Bin Enhancements Pick Locked Bin will not be able to be allocated to If bin is chosen a message will be retrieved Put Locked Will not be able to receive material into Bin If bin is chosen a message will be retrieved

55 Bin Enhancements Full Flag that bin has reached its capacity Will not be able to receive material into Bin Bin will not be suggested for Putaway If bin is chosen the message A valid Inventory bin must be chosen will be retrieved

56 Bin Enhancements

57 Bin Enhancement For instance: Material is received in the back of a warehouse Putaway Zone Pick ticket is printed in front of warehouse Pick Zone

58 Receiving Zone A Zone B Zone C Bin A100 Shipping

59 Receiving Zone A Zone B Zone C Shipping

60 Receiving Putaway Zone Pick Zone Shipping

61 Receiving Putaway Zone A B C Bin A100 Pick Zone Shipping

62 Bin Enhancements Put Away Can be sorted by Putaway Zones and sequences Pick Can be sorted by Pick Zones and sequences Pick Ticket Report

63 Bin Enhancements

64 Bin Enhancements

65 Bin Enhancements

66 Receiving Putaway Zone A B C Bin A100 Pick Zone Shipping

67 Bin Enhancements

68 Bin Enhancements Warehouse sequence Every Bin has it s own sequence number Lowest level of sequence Does not pay attention to zones

69 Bin Enhancements

70 Bin Enhancements Weight and volume are used to calculate the current bin volume based on capacity When capacity is reached the bin is marked full First picking to take place from bin will deselect the full flag

71 Bin Enhancements

72 Master Item Inquiry To Access Press F2 anywhere in the system Click the Right Mouse Button in Order Entry, Secondary Processing, Production Order, and Inventory modules Inventory > Inquiry > Item Master Inquiry

73 Master Item Inquiry

74 Master Item Inquiry

75 Master Item Inquiry Do not X out of the window until you are finished using the master Item Inquiry for the day

76 RDC Ranking Changes

77 RDC Ranking Changes

78 Lot Enhancements Let s say you sell Medical Equipment Lot tracking is used You also want to define the Lots by: Country of Origin Expiration Date Approval Code

79 Lot Enhancements

80 Lot Attribute Maintenance

81 Lot Attribute Maintenance

82 Lot Attribute Maintenance

83 Lot Group Maintenance

84 Lot Group Maintenance

85 Lot Group Maintenance

86 Lot Group Maintenance Check Purchase Order if you want PO to print a request for the attribute

87 Lot Group Maintenance Transaction Types = Sales Order, Production Order, Secondary Processing

88 Lot Group Maintenance If Max Traceable is NOT checked Max Lot= maximum number of lots you can have for the item at the transaction type Attribute is irrelevant

89 Lot Group Maintenance If Max Traceable Allowed field is checked Max Lot =Maximum number of specific attribute combinations that can be used Attribute is relevant

90 Lot Group Maintenance Lot QOH Code A B C D 2 789

91 Lot Group Maintenance Check Lot Certification ALL lots must have a certification date indicated OR ALL lots must have NO certification date Consistency required

92 Lot Group Maintenance

93 Lot Group Maintenance Determine if Lot Attributes should print on the Packing Slip.

94 Lot Group Maintenance Determine if Lot Attributes should print on the invoice

95 Inventory Quality Codes Assign Inventory Quality Codes to Lots

96 Inventory Quality Codes

97 Lot Enhancements

98 Lot Enhancements

99 Lot Documents Attach a document to a specific lot

100 Lot Documents

101 Lot Documents Choose to print, fax or Lot documentation for customers and/or Ship TOs.

102 Lot Documents Outside Use Lot Adjustment PO Receipts RMA Receipts Inventory Adjustments Secondary Processing Production Order

103 Lot Documents Indicate on Customer and Ship To record if Lot Documents should print at SHIPPING time.

104 Lot Documents System will look to the Ship To record, then the Customer record

105 Documents Link Documents Link tab RMA Receipts Inventory Adjustments Physical Counts Item Maintenance Purchase Order Receipts Lot Adjustments RFQ Screens

106 Item Maintenance-Link Automate the printing of the document when the item is received or processed.

107 Base Unit Base Unit = Smallest Unit for an Item

108 Base Unit If there is ONE UOM with a unit size of 1, the system will make that the base unit If there is MORE than one unit of measure with a unit size of 1, the system will make the first listed UOM the base unit It you have NO units of measure set to a unit size of 1, the system will create one based on your defaults

109 Supplier Contract Pricing

110 Supplier Contract Pricing

111 Supplier Contract Pricing System will first look at the Supplier by Location tab in Item Maintenance for contract number and then will look at the Supplier Detail tab Contract Number will be printed on purchase order

112 EOQ Minimum and Maximum Values

113 EOQ Minimum and Maximum Values EOQ Period Minimum If the value falls below the EOQ Period Minimum * Average Period Usage, the EOQ Period Minimum *Average Period Usage will be used as the Order Quantity

114 EOQ Minimum and Maximums EOQ Period Maximum If the value falls above the EOQ Period Maximum *Average Period Usage, the EOQ Period Maximum * Average Period Usage will be used as the Order Quantity

115 EOQ Minimums and Maximums

116 Purge Purchase Orders Hard delete items in the system

117 Purge Purchase Order

118 EDI 840 Send- Vendor RFQ 843 Rec- Response on RFQ 855 Rec- Po Acknowledgement 856 Rec- PO Advanced Ship Notice 870 Rec- PO Update

119 EDI 840 Send Request for Quotation Based on Vendor RFQ

120 EDI 843 Receive Response to Request for Quotation Based on Vendor RFQ sent via 840 Response on pricing and availability Response updates the RFQ and can be viewed as discussed in RFQ process

121 EDI 850 Send Purchase Order schedules will now be added to the 850 Send Item Notes have been added to PO Export

122 EDI Update prices automatically from 855 (Purchase Order Acknowledgements) and 870 (Order Status Updates)

123 EDI 856 Advanced Ship Notices

124 EDI Ship Days added to the Vendor Ship Date will be the value used to automatically update the Expected Date

125 EDI

126 EDI Open Purchase Order Report Will now display the Vendor Ship Date along with the Expected Date and Required Date

127 EDI

128 For More Information CommerceCenter Help File Visit Prophet 21 on the web: View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Consulting Services: consult-sales@p21.com Professional Services Sales: pss@p21.com