Inventory Management Overview: designed to be flexible allowing for unique item and bulk item

Transcription

1 Supply chain management ERP Service Outline The following outline is intended to provide a general understanding of the functionality of the ERP systems provided by SCM called DWS. DWS (Data Warehouse System) includes four key modules: inventory management, rail traffic/inventory management, truck transportation and harbor shipment management and includes integrated rate management, billing and invoicing. DWS can be integrated with most accounting software packages facilitating a seamless flow of data such as the revenue information generated by the billing and invoicing tools within DWS, thus creating a seamless Enterprise Solution. Inventory Management Overview: designed to be flexible allowing for unique item and bulk item tracking without purchase orders (trans-load friendly) Inventory Process Structure Receiver client shipping information, inventory detail Inventory on site Bill of Lading client delivery information, selected inventory Receive Inventory with duplication protection Client types o Shipper o Receiver o Origin o Destination Header information o Client information o Equipment Comments o Invoice Comments o Type rail, house truck, outside truck, transfer o Railcar from rail management system o Inventory Profile o Billing Contract Detail Information o Organize inventory items by one, two or three custom fields to meet client need o Fixed fields Item ID number Weight Count in package Warehouse location Footage Manufacturer control and release dates Extended text description

2 Type Coating weight Mill number Grade Gage and width Gage and width metric Heat number Pounds per foot o Special handling for OCTG inventory o Damage comments by item o Template tools to simplify multiple entries o Line item duplication to simplify multiple entries Pre Receive Option receiver lock not applied o Inventory receiver can be freely edited o Receiver can be attached to rail car for inbound inventory reporting o Inventory can be confirmed against physical receiving Customizations available for barcode gun Speed data entry after physical receiving with advanced receiver entry Inventory Management Reporting o Current inventory based on delivery information in TMS by Client Profile Custom field Summarize for bulk products Railcar Snapshot any date FIFO Warehouse location Extended detail Transactions in/out since given date Available for selection Planned for shipment DR detail (integrated with harbor system) Special report available Web access o Secured Client Portal Rail Inbound rail inventory Available inventory Loads planned Loads delivered Proof of Delivery images Invoices with backup o User Portal

3 All client reports Inventory status Pending inventory Inventory Shipment bill of lading Header information o Client information (4 category above) o BOL type house, sub, rail, etc. o Terminal filter o Load data Client load number Client invoice number receiver s PO number Transportation billing information o Shipment comments o Railcar select o Cross-reference BOL select o Process billing rate references o Transportation fleet assignment Detail information o Select from inventory client s available inventory o Filter selection by custom fields, item ID, weight, railcar, profile, etc. Reporting o Warehouse pick report o Truck delivery paperwork o Proof of delivery paperwork o Multiport report option Accept lock dispatch processing Rail Traffic/Inventory Management: designed to track railcars in transit and on site for planning, demurrage and inventory Display cars by terminal Current car listing by Transit, rail yard, on site unload, on site load and released Track multiple instances of the same rail car Find every instance of given railcar Import BNSF, UPRR data Add content information Quick change status Demurrage management Track multiple car requests by track and spot Record multiple partial/full yard checks by track and spot Track load status with integration with inventory management system Analyze ordered against placed for demurrage management Track multiple release requests Analyze release request against pickup for demurrage management Reporting

4 Active cars Pending cars missing release requests Monthly rail review Product review Spot requests Yard checks Release requests Transportation Management System: designed to integrate with inventory system, web reporting and smart phone dispatch Collect loads from Inventory management system, external sources, direct entry Generate Pick Up Requests for loads originating away from home terminal Product staging management integrated with inventory system Load management model Create load Plan load on driver Stage load items Begin load (smart phone system) Assign driver to load (currently loading) Log out (the load has left the building) Arrive destination (smart phone system) Depart destination (smart phone system) Proof of Delivery o Received o Scanned o confirmed Client management Origin Destination Payor types Employee management Add/edit Payroll scale Infraction tracking/reporting Absence tracking Driver hours management Fuel system integration Include sub haulers with integration with planning system Load Planner Filter by date, driver, terminal Show by driver, destination, updates Identify origin destination legs for full day every driver Auto build with two click assignment of unplanned loads Identify O/D leg action deliver, move, drop/hook, etc.

5 Delivery schedule built from historical time data Leg by leg notes Monitor schedule stack and slack Review plan quality by revenue per minute Plan error monitoring Driver and office reporting Performance to plan monitoring Detention reporting Jeopardy monitoring missed delivery Easy plan rebuild, edit, add Reporting Loads without assignment Trucks in motion Equipment available Detention averages (smart phone system) Detention issues Detention by driver Missing POD s Load pay reporting Future loads Start times by destination Safety messages for drivers logs driver s logs Payroll system Driver data o Smart phone o Manual entry from driver log Hourly Load pay origin destination based o Enter/edit scales and rates Payroll reporting o Driver details o Error checks o Accounting export o Top 10 performance drivers o Watch list poor performance o Plan to actual performance reports Harbor Shipment Management: designed to track on dock inventory and manage the assignment of inventory to truck shipments organize harbor projects by inbound Delivery Order by ship Add DO B/L data with three free-form categories for product identification Issue Delivery Receipts for harbor management use when loading trucks Track DR s received Track inventory shipped, remaining

6 Report inventory over or short DR s act as inventory tracking document Attach DR scans to transportation delivery document scans Reporting Includes Selected SO with B/L totals List all DR s for selected DO List all transportation Pick Up Requests for selected DO Project summary by B/L All DR s for selected date Metric tons delivered by date Over/Short count status for selected project Scheduled Loads Detail inventory status for selected DO Shipped detail inventory for selected DO Datasheets available for export Delivery detail for date range Delivery summary for date range Balance and status for listed projects with over/short List all DO s for selected DO Pivot table delivery count analysis List all assigned DR s-bol s-trucks Over/short count and status for listed projects (date restricted) Unmatched detail on closed projects Inventory returned to terminal Daily Audits include Overweight loads Pick Up Requests missing DR s Unattached DR s Searches include Find DR by load number Find DR by gate pass Find coil Find Projects by status Find Projects by client Find Projects by vessel Rail Traffic/Inventory Management - designed

7 DWS: Home Screen

8 DWS: Integrated Rail Management Links directly to Rail Providers Website. DWS: Example of Reporting Local or online access via the web & all customizable!

9 DWS: Receiver Record Screen DWS: Receiver ( see above ) Detail

10 DWS: Bill of Lading Record Screen DWS: BOL (see above) Detail

11 DWS: Inventory Home Screen DWS: Example of Reporting Local or online access via the web & all customizable!

12 DWS: Example of Reporting Local or online access via the web & all customizable!

13 DWS: Load Planner and Dispatch Home Page

14 DWS: Load Plan Detail Plan with Arrival and Departure Schedule

15 DWS: Load Plan Detail Plan Execution with Real-Time Updates via DWS Smart Phone App: Shows Ahead and Behind Plan with New Generated Arrival Times for Balance of Loads.

16 DWS: Digital Signature Capture on Proof of Delivery (POD) Via Smart Phone.

17 DWS: Upload POD s to the WEB for Easy Client Access