MULTIPLE BINS DOCUMENTATION UPDATES

Transcription

1 MULTIPLE BINS DOCUMENTATION UPDATES Date Description Where Changed 6/30/99 Replaced the Multiple Bins Form Options screen with the updated one, and included a description of the Transfer Papers option. Other Modules chapter, in the Multiple Bins Form Options section (page 21, 22)

2 MULTIPLE BINS

3 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including any warranties that might be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. 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 to find which manual describes a specific module, job, or function. 7/7/99 Prophet 21 Acclaim Version 10 The Prophet 21 System and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. iii

4 Table of Contents 1 INTRODUCTION 6 Options/Modules 6 COMPANY 6 BIN-NUMBER 6 ORDER/FRONT-COUNTER, PRFRONT 6 SHIP 7 SHIP-EDIT 7 PO-PRINT 7 MATERIAL 7 TRANSFER 7 ITEM-ADJUST 7 ITEM-COUNT 7 Getting Started 8 2 BIN-NUMBER 9 Main Menu 9 Bin Number Maintenance 9 Edit Bin Number Information 12 Fast Edit Bin Number Information 15 List Bin Number Information 16 Master Bin Numbers List 18 Print a Bin Number Posting Journal 19 3 OTHER MODULES 20 Company 20 Multiple Bin Numbers Set-Up Options 20 Multiple Bins Form Options 21 Order/Front-Counter 24 Post Bin Numbers 27 iv

5 Ship-Edit 30 Post Bin Numbers 31 Material 33 Post Bin Numbers 38 Transfer 41 Post Bin Numbers 42 Item-Adjust 44 Post Bin Numbers 45 Item-Count 48 v

6 1 INTRODUCTION You can keep multiple bins for an item at a single stocking location and track the stock quantities at each bin. You can update this information from several modules 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 line items. With multiple bin numbers, you will be able to organize and keep track of your inventory better. For instance, when material is physically received in, it is often placed in staging areas that can now be tracked. This assists in the eventual physical allocation of the material to orders, transfers, warehouse bins, etc. OPTIONS/MODULES Bin Number maintenance and tracking is composed of the following options/modules: COMPANY Multiple Bin Numbers Company Options are provided. These options enable the use of bin numbers and are used to specify when bin number information is updated, as well as control where bin number information appear on forms and reports. Refer to the Company manual for a detailed explanation of the Multiple Bin Numbers Company Options. BIN-NUMBER The Bin-Number module provides an edit/view facility, a Master List, and a Posting Journal. ORDER/FRONT-COUNTER, PRFRONT Bin number information can be updated when entering items on orders, making order entry item adjustments, or checking pricing and availability. Bin number information optionally prints on front counter tickets. 6

7 ,1752'8&7,21 SHIP Bin number information optionally prints on shipping papers. SHIP-EDIT Bin number information can be updated when confirming shipments. When you unconfirm the shipment of a bin number, the original confirmation remains in the system. Although the shipment has been confirmed, the bin numbers remain allocated. If you need to change these postings, you must edit them manually. For more information on unconfirming shipments, refer to the Shipping and Invoice Processing manual. PO-PRINT Bin number information optionally prints on purchase orders. MATERIAL Bin number information can be updated when receiving material against purchase orders or requisitions, and transfers or when confirming vendor returns. Bin number information optionally prints on material received lists. To display the bin number information on the Material Received List, set the Post Bins option in Material Receipt to Yes. TRANSFER Bin number information can be updated when generating transfers. ITEM-ADJUST Bin number information can be updated when adjusting the free stock quantities of selected items. ITEM-COUNT Inventory cards are generated for each bin number for an item at a given location. Inventory counts can be entered and edited for these bin numbers. The Missing Inventory Card List reports missing cards for multiple bin locations. Appropriate reports and lists include multiple bin number information. Several contain bin number parameters. These parameters refer to the bin number in the Item Location Record. 7

8 ,1752'8&7,21 GETTING STARTED Once bin numbers are enabled, a hidden option must be run to initialize bin number information in the bin number data file before using the ITEM-COUNT module. You must be in Q-Mode to run the hidden option. If Q-Mode is not activated at the terminal where you are running the hidden option, activate it now using the following instructions: JOB...Q-MODE Do you wish to activate Q-Mode? (Y N): Y To run the hidden option, go to the main menu of the ITEM-COUNT module and enter "<" at the OPTION prompt to get the lettered menu. At the OPTIONS prompt of the lettered menu, enter the hidden option code $$. JOB...ITEM-COUNT OPTION: < OPTION: $$ (To get the lettered menu) 8

9 2 BIN-NUMBER The BIN-NUMBER module is used to perform bulk data entry and includes several fast edit options. Bins are created and edited within this module. An unlimited number of bin numbers can be assigned to an item at a given stocking location. A Master Bin Number List is provided. A Bin Posting Journal that reports on bin number activity is also provided. MAIN MENU The Bin number maintenance option is used to maintain (enter, edit, delete, view) your bin number database. The Edit option is used to view bin number information for the adjusted item. You can create new bins, as well change any existing bin quantities. The Fast option is used to quickly edit bin number information. The Master list option is used to list all of the information that has been entered for each bin number. The Posting journal option is used to report bin number activity. Each of these options is described in detail on the following pages. BIN NUMBER MAINTENANCE When you select the Maintenance option from the Bin Location menu, you are first prompted to choose the item and location with which you want to work. The following screen appears: 9

10 %,1180%(5 Item $ Location $... unique code used to identify each item.... indicates the stocking location of this item. When you have selected an item and location, the system will display a browse of all the bin numbers for that item and location. Note: You can also access the bin number browse by pressing [F3] at any bin number field. Bin Number Item... unique code used to identify each item. Desc... description one and description two from item maintenance. Loc... location number and name. Vendor# - Item# Free Stock... combination of Vendor # and Item # fields from item maintenance.... total quantity free at the specified location. Allocated... quantity allocated at the specified location. 10

11 %,1180%(5 On BO... quantity on back order at the specified location. On PO... quantity on purchase orders at the specified location. In Transit... quantity in transit. This specifies the total quantity in transit to and from the specified location. Bin Number Browse Bin #... the bin number. Quantity... amount of items in that bin number. This physical quantity may include free, allocated, in-transit, and newly received quantities. The browse portion of the screen shows all bin numbers for the selected item and location. If you want to edit or delete a bin or change the quantity in a bin, select that bin from the browse. Selecting a bin accesses the Bin Number Maintenance screen. Bin Number Maintenance Bin Number $... the bin number. Item... unique code used to identify each item, and description one from item maintenance. Loc... location number and location name. 11

12 %,1180%(5 Vendor- Item#... vendor number and item number. Stock Information Current... current stock status of the item. Current shows the stock status for free stock, allocated, on BO, on PO, and in transit quantities. Bin Number Information Current Qty... quantity at the specified bin number. This physical quantity may include free, allocated, in-transit, and newly received quantities. Since there is no strict tie to item stock status fields (that is, Free, Allocated, etc.), you must decide precisely what this quantity represents. Adjust... indicates the adjustment mode. When this field is set to EXACT - the quantity in New Qty is the exact amount you want in the bin INCREMENT - the quantity in New Qty will be added to the current quantity DECREMENT - the quantity in New Qty will be subtracted from the current quantity New Qty... specifies the current free stock at the specified bin. Depending on the setting of the Adjust field, this figure can either be an exact amount, or a plus or minus increment of the current quantity. EDIT BIN NUMBER INFORMATION EDIT BIN NUMBERS Location: 9999 Item: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX A browse is available to help you find the desired stocking location and item. For more information, refer to the Browse manual. Upon entry of a valid Item Code, a Post Bin Numbers screen is displayed. Multiple bin number location information is shown for the selected item. 12

13 %,1180%(5 Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX POST BIN NUMBERS Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX Sales Class: 99 Prod Grp: 9999 XXXXXXXXXXXXXXXXXXXX Purch Class: 99 Srt Code: Total Qty Posted: Free Stock Allocated On BO On PO In Transit Seq # Bin# Orig-qty New-qty * Adjust: EXACT (INCREMENT DECREMENT) * 1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX =============================================================================== "-" for Previous "L" for Location Seq#: "E" to Enter <ESC> for More "T" to Toggle Bin number information for the specified item at the specified location is shown. The Post Bin Number screen is divided into three (3) windows. The Item Heading window identifies the item. Shown are the location number and name, the Item Code and Description, Vendor#-Item#, Sales and Purchase Class, Product Group, Sort Code, and Total Quantity Posted. The Stock Status window displays the stock status of the item. Shown are Free Stock, Allocated, On BO, On PO, and In Transit quantities. The Bin Quantity window displays bin numbers in pages of ten (10). Each line contains the associated Sequence#, Bin#, Original Quantity, and New Quantity if any editing/posting has occurred. The Adjustment Mode (EXACT, INCREMENT, or DECREMENT) is shown. The first bin displayed is always the bin number from the Item Location Record if one exists. The initial bin quantity is zero. Changes to the bin number in the Item Location Record will be automatically reflected here. You must specify the primary bin number in the Item Location Record. The bin number in the Item Location Record is not part of the multiple bin database until a quantity is posted to that bin for the first time. At that point, a corresponding multiple bin will be automatically created. Thereafter, a multiple bin entry will exist with the same bin number as that in the Item Location Record and will be referenced whenever the bin number in the Item Location Record is referenced. Should the bin number in the Item Location Record be changed, the corresponding multiple bin will still exist and will remain in the system as a normal bin, unless explicitly deleted. The E to Enter option is used to assign additional bin numbers. You are prompted for a bin # and bin quantity. 13

14 %,1180%(5 Bin #: Qty: The bin quantity is the physical quantity at the bin number. This physical quantity may include free, allocated, in-transit, and newly received quantities. Since there is no strict tie to item stock status fields (Free, Allocated, etc.), you must decide on precisely what this quantity represents. This quantity updates the New-Qty according to the adjustment mode: EXACT, INCREMENT, or DECREMENT. Note: When the adjustment mode is INCREMENT or DECREMENT, the quantity entered is always relative to the original quantity. An unlimited number of bin numbers can be assigned. You will stay in Entry Mode until <RET> is entered at the Bin # prompt. Quantities are edited in terms of the Sequence # of the bin number. The selected bin number is displayed and you are prompted for the new quantity. Bin #: XXXXXX Qty: "DE" to Delete The DE to Delete option is used to delete the bin number. The bin number from the Item Location Record cannot be deleted. To delete an existing quantity in a bin, you can toggle to EXACT adjustment mode and enter a zero (0). You can also toggle to DECREMENT adjustment mode and enter a quantity or toggle to INCREMENT adjustment mode and enter a negative quantity. All bin numbers associated with an item are deleted when that item is deleted in the Item module. Bin number information is updated when item code changes are made in the Item-Change module. The <ESC> for More option is used to view and edit more bin numbers if more bin numbers exist. The "-" for Previous option is used to review and edit message bin numbers on previous screens. The L for Location option is used to view and edit bin numbers at other locations. You are prompted for the location. The T to Toggle option is used to toggle the adjustment mode between EXACT, INCREMENT, DECREMENT. Each of the following modules has an adjustment mode default: %LQ1XPEHU 0DWHULDO7UDQVIHU 6KLS(GLW (;$&7,1&5(0(17 '(&5(0(17 14

15 %,1180%(5,WHP$GMXVW 2UGHU)URQW&RXQWHU (;$&7RU,1&5(0(17 GHSHQGLQJXSRQRSWLRQVHOHFWHG,1&5(0(17 When the bin number information is complete, you can proceed by using the TERMINATE response at FIELD. A Processing... message is displayed while all postings and deletions are journalized in the Bin Posting Journal. You can update bin number information from several modules 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 line items. Details are provided in the appropriate sections at the end of this document FAST EDIT BIN NUMBER INFORMATION FAST EDIT MULTIPLE BIN NUMBERS 1 LOC# (0 FOR COMPANY) 2 SEQ (VN IT PR VS) 3 START 4 END 5 STOCK ONLY (Y N) SALES CLASS 6 START 7 END PURCHASE CLASS 8 START 9 END SALES DISCOUNT GROUP 10 START 11 END PURCHASE DISCOUNT GROUP 12 START 13 END FIELD: If a Location is specified, only items at the given location are presented. If a 0 (zero) is specified, all items are presented. Items are presented in various sequences. VS only appears if the STOCK ITEM VENDOR-SORT CODE XREF option is enabled in the Company Record. For VN, items are presented by Vendor# and Item#. START and END are entered in the format Vendor#-Item#. For IT, items are presented in Item Code order. For PR, items are presented by Product Group and Sort Code. START and END are entered in the format Product Group-Sort Code. 15

16 %,1180%(5 For VS, items are presented by Vendor Number and Vendor Sort Code. START and END are entered in the format Vendor#-Vendor Sort Code. For each item within the specified parameters, the Posting Bin Numbers screen is displayed. Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX POST BIN NUMBERS Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX Sales Class: 99 Prod Grp: 9999 XXXXXXXXXXXXXXXXXXXX Purch Class: 99 Srt Code: Total Qty Posted: Free Stock Allocated On BO On PO In Transit Seq # Bin# Orig-qty New-qty * Adjust: EXACT (INCREMENT) * 1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX =============================================================================== "-" for Previous "L" for Location Seq#: "E" to Enter <ESC> for More "T" to Toggle ("Q" to Quit) Fast Edit terminates when the last item is reached or when Q to Quit is entered. LIST BIN NUMBER INFORMATION 16

17 %,1180%(5 If a Location is specified, only items at the given location are listed. If a 0 (zero) is specified, all items company-wide are listed. Items are listed in various sequences. VS only appears if the STOCK ITEM VENDOR-SORT CODE XREF option is enabled in the Company Record. For VN, items are listed by Vendor# and Item#. START and END are entered in the format Vendor#-Item#. For IT, items are listed in Item Code order. For PR, items are listed by Product Group and Sort Code. START and END are entered in the format Product Group-Sort Code. For VS, items are listed by Vendor Number and Vendor Sort Code. START and END are entered in the format Vendor#-Vendor Sort Code. Bin number information is listed for each item within the specified parameters. The Discrepancy Report options allow you to track discrepancies between stock status levels and multiple bin quantities. The REPORT STOCK STATUS DISCREPANCIES option controls discrepancy tracking. The field defaults to Yes to report any differences between stock and bin quantities. Choosing No does not report discrepancies, and choosing O only reports items that have discrepancies. MINIMUM DISCREPANCY PERCENTAGE and STOCK STATUS CALCULATION fields only appear if this option is either set to Y or O. If the report is run for Location 0 (company-wide), and discrepancies exist in multiple locations for an item, stock and bin number quantity differences are listed for each location. Different values set in the Location and Report Stock Status Discrepancies fields affect what information is displayed. For example, item ABC has a discrepancy in stock and bin number quantities in Location 1, but is accurate in Locations 2 and 3. If the parameters are set to Location 0 (company-wide) and the Report Stock Status Discrepancy field is set to O, all bins for item ABC in Locations 1, 2, and 3 are listed. If the parameters are set to Location 1 and the Report Stock Status Discrepancy field is set to O, the bins for item ABC in Location 1 are listed. If the parameters are set to Location 2 and the Report Stock Status Discrepancy field is set to O, item ABC is not listed since there is no discrepancy for it in Location 2. A discrepancy percentage is determined by either of the following formulas: If an item's stock status level is greater than its multiple bin quantity: VWRFNVWDWXVOHYHOPXOWLSOHELQTXDQWLW\ PXOWLSOHELQTXDQWLW\ If an item's stock status level is less than its multiple bin quantity: PXOWLSOHELQTXDQWLW\VWRFNVWDWXVOHYHO VWRFNVWDWXVOHYHO Items whose discrepancy percentage is less than the specified minimum will not appear on the List. Stock Status is Calculated as either free stock (FR) or free plus allocated stock (FR+AL). 17

18 %,1180%(5 MASTER BIN NUMBERS LIST 18

19 %,1180%(5 PRINT A BIN NUMBER POSTING JOURNAL The Bin Posting Journal reports on bin number activity. A posting occurs when a new bin number is created, when the quantity at an existing bin number is changed, or when a bin number is deleted. The RECV QTY label appears when the posting was made when receiving material against purchase orders, requisitions, or transfers in the Material module. The ADJ QTY label appears when the posting was made when adjusting inventory during order entry or in the Item-Adjust module. The SHIP QTY label appears when the posting was made when editing or confirming shipments in the Ship-Edit module. The TRAN QTY label only appears when the posting was made when generating transfers in the Transfer module. The RET QTY label only appears when the posting was made when confirming vendor returns in the Material module. 19

20 3 OTHER MODULES The Multiple Bins feature affects several other Prophet 21 modules. Each is described on the pages that follow. COMPANY MULTIPLE BIN NUMBERS SET-UP OPTIONS The Multiple Bin Numbers Set-Up Options allow you to specify when bin number information is updated. MULTIPLE BIN NUMBERS SET-UP* FIELD: POST BIN# S 1 Item-Adjust (Y N) 2 Order Entry (Y N) 3 Ship Confirmation (Y N) 4 Material Receipt (Y N) 5 Transfer Entry (Y N) 6 Vendor Return Confirmation (Y N) You can update bin number information from several modules including ORDER, FRONT-COUNTER, SHIP-EDIT, MATERIAL, TRANSFER, and ITEM-ADJUST. A Post Bin Numbers screen is provided. 20

21 MULTIPLE BINS FORM OPTIONS The Multiple Bins Form Options allow you to control where bin number information appears on forms and reports. A key displays to explain your options for shipping papers, purchase orders, and front counter tickets. Please note that the shipping papers option also governs the appearance of bin number information on customer pick-up pick tickets. ========================= INCL: Include on form SEP: Separate pick paper with all items ONLY: Separate pick paper showing only mult. bin items NO: Do not include bin information ========================= If INCL, bin number information is included on the form. All the bins and bin quantities are shown for those items with multiple bins. The bins and bin quantities print immediately after the normal item information. If SEP, the form is followed by a picking ticket that shows all line items. An appropriate BIN PICKING TICKET message is printed across the top of the form to distinguish it from the original. The ticket show all the bins and bin quantities for those items with multiple bins. The bin numbers print immediately after the normal item information. If ONLY, the form is followed by a picking ticket that only shows multiple bin items. An appropriate PICKING TICKET message is printed across the top of the ticket to distinguish it from the original. The 21

22 ticket show all the bins and bin quantities for the items. The bin numbers print immediately after the normal item information. If NO, bin information is not included on the form. Bin number information may be optionally included on material received lists. To display the bin number information on the Material Received List, set the Post Bins option in Material Receipt to Yes. Transfer Papers... determines whether multiple bin or primary bin numbers print on transfer papers. If this field is set to: Y multiple bins print on transfer papers. If the Process Primary Bins option is set to Y, primary bins also print on transfer papers. N multiple bins nor primary bins print on transfer papers. Process Primary Bins... determines whether primary bins are affected by the multiple bins form options. If this field is set to: Y primary bins are affected by the multiple bins form options. If Shipping Papers and Front Counter Tickets are set to: INCL multiple bin and/or primary bin numbers for items appear on the shipping paper or front counter ticket with their individual bin numbers and quantities. SEP multiple bin and/or primary bin numbers for items print on a bin printing ticket with their individual bin numbers and quantities. ONLY picking ticket only prints for items with multiple bin and/or primary bin numbers, and displays their individual bin numbers and quantities. If the Transfer Papers option is set to: Y Multiple and primary bin numbers print on transfer papers N Multiple and primary bin numbers do not print on transfer papers Note: Purchase Orders and Material Received Lists are not affected by the Process Primary Bins option. Primary bins always print on purchase orders if the Purchase Orders option is set to INCL. If this option is set to ONLY or SEP, primary bins print on a separate purchase order. N primary bins are not affected by the multiple bins form options. If the Transfer Papers option is set to: Y Only multiple bin numbers print on transfer papers N Multiple and primary bin numbers do not print on transfer papers All the bins and bin quantities are shown for those items with multiple bins. Bin number information is not included when the report is printed in brief format. 22

23 A sample picking ticket is shown as follows. 23

24 ORDER/FRONT-COUNTER Bin number information can be updated when entering items on orders. CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX ============================================================================== Line# Item Qty Ut Net-Price Ext-Price ============================================================================== Line# ITEM "H" for Scan Help ============================================================================= XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX PB = Bin# XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX A list of options is presented. Please note that your system may not have all of the listed options, as some are for specialized applications. The PB = Bin# option only appears if Order Entry is enabled for bin number posting in the Multiple Bin Numbers Company Options. It allows you to view bin number information for stock items at the current location. You can create new bins, as well change any existing bin quantities. The Post Bin Number screen is shown. 24

25 Bin number information can be updated when making order entry item adjustments. CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX ============================================================================== Line# Item Qty Ut Net-Price Ext-Price ============================================================================== Line# 1 1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX PART #: XXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX Q-AVL: BIN: XXXXXX UT-SIZE: Q-PRO: ** PENETRATED ** 2 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXX 3 Q-ORD MULT DISP X (B C H D L P S I) 7 S-TAX X (Y N) 5 UT-PRICE O-TAX X (Y N) "C" to Cost "P" to Price Prof % Unit-Cost Net-Price Ext-Price FIELD: "D" for Detail Disposition I can be used to adjust the stock quantities of items when there is insufficient stock. The Item Adjustment screen is shown as follows. ADJUSTMENT SEQ 9999 LOCN: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX ITEM ADJUSTMENT 1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX DESC 2 XXXXXXXXXXXXXXXXXXXX Q-FREE Q-CHNG FIELD: Bin number information can be updated after changing the free stock quantities of the item. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Item- Adjust in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the adjusted item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. 25

26 Bin number information can be updated when checking pricing and availability XXXXXXXXXXXXXXXXXXXXXXXXXX PRICING AND AVAILABILITY Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Credit: XXXX Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vend-Item#: XXXXXX-XXXXX Desc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Sub-Ref: XXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX Vendor ID: XXXXXX P CLS: 99 =========================================================================== Ut Ut-Size XXXXXXXXXXX XXXXXXXXXXX XXXXXXXXXXX XXXXXXXXXXX XXXXXXXXXXX XX Disc Basis Break Unit-Price Mult Disc % Net-Price Each-Price Prem XXXXX XXXXX Br Loc Ut Free Back-Ord Due-In Protect Bin Lead PO # Due-Date XX XXXXXX MM/DD/YY XX none XX none 9999 =========================================================================== 1. Next 4. XXXXXX 7. XXXXXX A. XXXXXX D. XXXXXX G. XXXXXX 2. Hist 5. XXXXXX 8. XXXXXX B. XXXXXX E. XXXXXX H. XXXXXX Option 3. Bin# 6. XXXXXX 9. XXXXXX C. XXXXXX F. XXXXXX A list of options is presented. Please note that your system may not have all of the listed options, as some are for specialized applications. The BIN# option only appears if Order Entry is enabled for bin number posting in the Multiple Bin Numbers Company Options. It allows you to view bin number information for a stock item at the current location. You can create new bins, as well change any existing bin quantities. The Post Bin Number screen is shown. 26

27 POST BIN NUMBERS Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX POST BIN NUMBERS Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX Sales Class: 99 Prod Grp: 9999 XXXXXXXXXXXXXXXXXXXX Purch Class: 99 Srt Code: Adj Qty: Total Qty Posted: Free Stock Allocated On BO On PO In Transit * Seq # Bin# Orig-qty New-qty * Adjust: EXACT (INCREMENT DECREMENT) 1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX =============================================================================== "-" for Previous "L" for Location Seq#: "E" to Enter <ESC> for More "T" to Toggle The Post Bin Numbers screen is divided into three (3) windows. The Item Heading window identifies the item. Shown are the location number and name, the Item Code and Description, Vendor#-Item#, Sales and Purchase Class, Product Group, Sort Code, Adjusted Quantity, and Total Quantity Posted. The Stock Status window displays the stock status of the item. Shown are Free Stock, Allocated, On BO, On PO, and In Transit quantities. The Bin Quantity window displays bin numbers in pages of ten (10). Each line contains the Sequence# of the bin number, Bin#, Original Quantity, and New Quantity if any editing/posting has occurred. The Adjustment Mode (EXACT, INCREMENT, or DECREMENT) is shown. The first bin displayed is always the bin number from the Item Location Record if one exists. The initial bin quantity is zero. Changes to the bin number in the Item Location Record will be automatically reflected here. The bin number in the Item Location Record is not part of the multiple bin database until a quantity is posted to that bin for the first time. At that point, a corresponding multiple bin will be automatically created. Thereafter, a multiple bin entry will exist with the same bin number as that in the Item Location Record and will be referenced whenever the bin number in the Item Location Record is referenced. Should the bin number in the Item Location Record be changed, the corresponding multiple bin will still exist and will remain in the system as a normal bin, unless explicitly deleted. 27

28 The E to Enter option is used to assign additional bin numbers. You are prompted for a bin # and bin quantity. Bin #: Qty: The bin quantity is the physical quantity at the bin number. This physical quantity may include free, allocated, in-transit, and newly received quantities. Since there is no strict tie to item stock status fields (Free, Allocated, etc.), you must decide on precisely what this quantity represents. This quantity updates the New-qty according to the adjustment mode: EXACT, INCREMENT, or DECREMENT. Note: When the adjustment mode is INCREMENT or DECREMENT, the quantity entered is always relative to the original quantity. An unlimited number of bin numbers can be assigned. You will stay in Entry Mode until <RET> is entered at the Bin # prompt. Quantities are edited in terms of the Sequence # of the bin number. The selected bin number is displayed and you are prompted for the new quantity. Bin #: XXXXXX Qty: "DE" to Delete The DE to Delete option is used to delete the bin number. The bin number from the Item Location Record cannot be deleted. To delete an existing quantity in a bin, you can toggle to EXACT adjustment mode and enter a zero (0). You can also toggle to DECREMENT adjustment mode and enter a quantity or toggle to INCREMENT adjustment mode and enter a negative quantity. The <ESC> for More option is used to view and edit more bin numbers if more bin numbers exist. The "-" for Previous option is used to review and edit bin numbers on previous screens. The L for Location option is used to view and edit bin numbers at other locations. You are prompted for the location. The T to Toggle option is used to toggle the adjustment mode between EXACT, INCREMENT, or DECREMENT. 28

29 Each of the following modules has an adjustment mode default: %LQ1XPEHU 0DWHULDO7UDQVIHU 6KLS(GLW,WHP$GMXVW 2UGHU)URQW&RXQWHU (;$&7,1&5(0(17 '(&5(0(17 (;$&7RU,1&5(0(17 GHSHQGLQJXSRQRSWLRQVHOHFWHG,1&5(0(17 The posted quantity cannot be greater than the adjusted quantity or less than the adjusted quantity in the event of a negative adjustment. If the posted quantity is less than the adjusted quantity (or greater in the event of a negative adjustment), an appropriate message is displayed: Posted quantity different than adjusted quantity! Exit? (Y N): When the bin number information is complete, you can proceed by using the TERMINATE response at FIELD. A Processing... message is displayed while all postings and deletions are journalized in the Bin Posting Journal. 29

30 SHIP-EDIT Bin number information can be updated when confirming shipments. EDIT/CONFIRM 1 SHIPMENT # (NNNNNNNN-NNNN-X) VALUE: CUST XXXXXX CUST PO: XXXXXXXXXXXXXXXXXX BILL XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX TO: XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXX SHIP XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX TO: XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXX 3 SHP-DATE MM/DD/YY (MM/DD/YY) 4 FRT-CODE X (P B T C X I A) 5 FRT-AMT PACK BASIS XXXX (PART IT-P ORD HOLD IT-C) 7 ED-ITEMS X (Y N) 8 CONFIRMED X (Y N) 9 PHONE MISC MISC CODE SHP INST 1 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 13 SHP INST 2 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 14 # SHIP LABELS 99 FIELD: Bin number information can be updated after each item is confirmed on the shipment. If you unconfirm a shipment of a bin number, the bin number posting from the original confirmation remains in the system. Although the shipment has been confirmed, the bin numbers have been allocated. If you need to change these postings, you must edit them manually. For more information on unconfirming shipments, refer to the Shipping and Invoice Processing manual. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Ship Confirmation in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the confirmed item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. 30

31 POST BIN NUMBERS Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX POST BIN NUMBERS Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX Sales Class: 99 Prod Grp: 9999 XXXXXXXXXXXXXXXXXXXX Purch Class: 99 Srt Code: Adj Qty: Total Qty Posted: Free Stock Allocated On BO On PO In Transit * Seq # Bin# Orig-qty New-qty * Adjust: EXACT (INCREMENT DECREMENT) 1 XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX XXXXXX =============================================================================== "-" for Previous "L" for Location Seq#: "E" to Enter <ESC> for More "T" to Toggle The Post Bin Numbers screen is divided into three (3) windows. The Item Heading window identifies the item. Shown are the location number and name, the Item Code and Description, Vendor#-Item#, Sales and Purchase Class, Product Group, Sort Code, Adjusted Quantity, and Total Quantity Posted. The Stock Status window displays the stock status of the item. Shown are Free Stock, Allocated, On BO, On PO, and In Transit quantities. The Bin Quantity window displays bin numbers in pages of ten (10). Each line contains the Sequence# of the bin number, Bin#, Original Quantity, and New Quantity if any editing/posting has occurred. The Adjustment Mode (EXACT, INCREMENT, or DECREMENT) is shown. The first bin displayed is always the bin number from the Item Location Record if one exists. The initial bin quantity is zero. Changes to the bin number in the Item Location Record will be automatically reflected here. The bin number in the Item Location Record is not part of the multiple bin database until a quantity is posted to that bin for the first time. At that point, a corresponding multiple bin will be automatically created. Thereafter, a multiple bin entry will exist with the same bin number as that in the Item Location Record and will be referenced whenever the bin number in the Item Location Record is referenced. Should the bin number in the Item Location Record be changed, the corresponding multiple bin will still exist and will remain in the system as a normal bin, unless explicitly deleted. 31

32 The E to Enter option is used to assign additional bin numbers. You are prompted for a bin # and bin quantity. Bin #: Qty: The bin quantity is the physical quantity at the bin number. This physical quantity may include free, allocated, in-transit, and newly received quantities. Since there is no strict tie to item stock status fields (Free, Allocated, etc.), you must decide on precisely what this quantity represents. This quantity updates the New-qty according to the adjustment mode: EXACT, INCREMENT, or DECREMENT. Note: When the adjustment mode is INCREMENT or DECREMENT, the quantity entered is always relative to the original quantity. An unlimited number of bin numbers can be assigned. You will stay in Entry Mode until <RET> is entered at the Bin # prompt. Quantities are edited in terms of the Sequence # of the bin number. The selected bin number is displayed and you are prompted for the new quantity. Bin #: XXXXXX Qty: "DE" to Delete The DE to Delete option is used to delete the bin number. The bin number from the Item Location Record cannot be deleted. To delete an existing quantity in a bin, you can toggle to EXACT adjustment mode and enter a zero (0). You can also toggle to DECREMENT adjustment mode and enter a quantity or toggle to INCREMENT adjustment mode and enter a negative quantity. The <ESC> for More option is used to view and edit more bin numbers if more bin numbers exist. The "-" for Previous option is used to review and edit bin numbers on previous screens. The L for Location option is used to view and edit bin numbers at other locations. You are prompted for the location. The T to Toggle option is used to toggle the adjustment mode between EXACT, INCREMENT, or DECREMENT. 32

33 Each of the following modules has an adjustment mode default: %LQ1XPEHU 0DWHULDO7UDQVIHU 6KLS(GLW,WHP$GMXVW 2UGHU)URQW&RXQWHU (;$&7,1&5(0(17 '(&5(0(17 (;$&7RU,1&5(0(17 GHSHQGLQJXSRQRSWLRQVHOHFWHG,1&5(0(17 The posted quantity cannot be greater than the adjusted quantity or less than the adjusted quantity in the event of a negative adjustment. If the posted quantity is less than the adjusted quantity (or greater in the event of a negative adjustment), an appropriate message is displayed: Posted quantity different than adjusted quantity! Exit? (Y N): When the bin number information is complete, you can proceed by using the TERMINATE response at FIELD. A Processing... message is displayed while all postings and deletions are journalized in the Bin Posting Journal. MATERIAL Bin number information can be updated when receiving all items against purchase orders or requisitions. 33

34 VENDOR: XXXXXX PAY-TO: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PO#: =============================================================================== Ref# Line# Item Ord-qty Opn-qty Rcv-qty XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX *XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX ============================================================================ Allocating all items on the purchase order Allocation complete LINE # PO-RCPT * Bin number information can be updated after each item is received. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Material Receipt in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the received item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. Bin number information can be updated when receiving specific items against purchase orders or requisitions. VENDOR: XXXXXX PAY-TO: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PO#: =============================================================================== Ref# Line# Item Ord-qty Opn-qty Rcv-qty -> XXXXXXXXXXXXXXXXXXXXXXXXXX < XXXXXXXXXXXXXXXXXXXXXXXXXX *XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== REF# LINE# 9999 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX VEN#-ITEM# XXXXXX-XXXXX DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX ORD-QTY DESC 2 XXXXXXXXXXXXXXXXXXXX OPN-QTY RCV-QTY CONSIDER COMPLETE? X (Y N) 3 CREATE BINS? X (Y N) FIELD: CREATE BINS allows you to create new bins for items that do not have multiple bins. The Post Bin Numbers screen is displayed. 34

35 Bin number information can be updated after each item is received. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Material Receipt in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the received item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. Bin number information can be updated when receiving all items against transfers. SOURCE LOCATION: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX TR#: =============================================================================== Ref# Line# Item Ord-qty Opn-qty Rcv-qty XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX ============================================================================ Allocating all items on the transfer order Allocation complete LINE # TR-RCPT * Bin number information can be updated after each item is received. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Material Receipt in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the received item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. 35

36 Bin number information can be updated when receiving specific items against transfers. SOURCE LOCATION: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX TR#: =============================================================================== Ref# Line# Item Ord-qty Opn-qty Rcv-qty -> XXXXXXXXXXXXXXXXXXXXXXXXXX < XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== REF# LINE# 999 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX <Item or Vend-Item#> ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX VEN#-ITEM# XXXXXX-XXXXX DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX ORD-QTY DESC 2 XXXXXXXXXXXXXXXXXXXX OPN-QTY RCV-QTY CONSIDER COMPLETE? X (Y N) 3 RETURN TO SOURCE? X (Y N) 4 CREATE BINS X (Y N) FIELD: CREATE BINS allows you to create new bins for items that do not have multiple bins. The Post Bin Numbers screen is displayed. Bin number information can be updated after each item is received. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Material Receipt in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the received item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. 36

37 Bin number information can be updated when confirming all items on vendor returns. VENDOR: XXXXXX RET#: * Vendor Returns * =============================================================================== Ref# Line# Item Ret-qty Opn-qty Conf-qty XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== Confirming all items on the vendor return. Confirmation complete. LINE # RET-CONF * Bin number information can be updated after each item is confirmed. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Vendor Return Confirmation in the Multiple Bin Numbers Company Options. This allows you to view bin number information for the confirmed item. You can create new bins, as well change any existing bin quantities. The Post Bin Numbers screen is shown. Bin number information can be updated when confirming specific items on vendor returns. VENDOR: XXXXXX RET#: * Vendor Returns * =============================================================================== Ref# Line# Item Ret-qty Opn-qty Conf-qty -> XXXXXXXXXXXXXXXXXXXXXXXXXX < XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== REF# 9999 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX VEN#-ITEM# XXXXXX-XXXXX DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX RET-QTY DESC 2 XXXXXXXXXXXXXXXXXXXX OPN-QTY CONF-QTY CONSIDER COMPLETE? X (Y N) FIELD: Bin number information can be updated after each item is confirmed. The Post Bin Numbers screen is displayed if multiple bins exist for the item and bin number posting is enabled for Vendor Return Confirmation in the Multiple Bin Numbers Company Options. This allows you to view bin number 37