Work in Process Reference Manual Prophet 21 FASPAC 4.2

Transcription

1 Work in Process Reference Manual Prophet 21 FASPAC 4.2

2 Table of Contents INTRODUCTION 8 Before You Begin 8 Processing Plating/Rework Orders 9 Processing Packaging/Kit Orders 10 Processing Warehouse Transfer Orders 10 SCHEDULE PROCESSING REPORTS 12 Modes of Operation 12 Date Variables 13 Cover Sheet 13 KITTING / PACKAGING (WIP/KITN) 14 Define Kits (KITN/DKS) 14 Entry/Inquiry Screen 14 Kit Inquiry 16 Kit Detail 17 Kit Definition Listing (KITN/KDL) 20 Entry/Inquiry Screen 20 Print Kit Listing (KITN/PKL) 21 Entry/Inquiry Screen 21 Sample Report 23 Place Packaging/Kit Orders (KITN/POK) 24 Entry/Inquiry Screen 24 Receive Packaging/Kit Orders (KITN/RPK) 28 Entry/Inquiry Screen 28 Freight Allocation 32 List Packaging/Kit Orders (KITN/LPK) 33 Entry/Inquiry Screen 33 Print Packaging/Kit Orders (KITN/PPK) 35 Entry/Inquiry Screen 35

3 Automatic Kit Creation (KITN/AKQ) 37 Entry/Inquiry Screen 37 Show Packaging/Kit Orders (KITN/SPK) 38 Entry/Inquiry Screen 38 Show Packaging/Kit Order By Kit Item (KITN/SPKK) 40 Entry/Inquiry Screen 40 PLATING / REWORK (WIP/PLRW) 43 Place Plating/Rework Orders (PLRW/POP) 43 Things to Know 43 Files or Programs Affected 45 Entry/Inquiry Screen 45 Receive Plating/Rework Orders (PLRW/RPR) 53 Files or Programs Affected 53 Entry/Inquiry Screen 53 Adjustments From Plating/Rework - Entry/Inquiry Screen 57 Freight Allocation 60 List Plating/Rework Orders (PLRW/LPR) 62 Entry/Inquiry Screen 62 Sample Report 64 Print Plating/Rework Orders (PLRW/PPR) 65 Options 65 Files or Programs Affected 65 Entry/Inquiry Screen 65 Inquire PL/RW By From Items (PLRW/PQFI) 67 Entry/Inquiry Screen 67 Inquire Plating/Rework By Item (PLRW/PQI) 69 Entry/Inquiry Screen 69 Inquire Plating/Rework By Order (PLRW/PQO) 71 Entry/Inquiry Screen 71 WAREHOUSE TRANSFERS (WIP/WHT) 73 Suggested Warehouse Transfers (WHT/SWT) 73 Files or Programs Affected 73 Entry/Inquiry Screen One 74 Entry/Inquiry Screen Two 74

4 Sample Report 75 Auto Create Warehouse Transfers (WHT/AWT) 76 Files or Programs Affected 76 Entry/Inquiry Screen 76 Enter Transactions (WHT/ETW) 78 Files or Programs Affected 78 Entry/Inquiry Screen 78 Print Order (WHT/PWT) 81 Files or Programs Affected 81 Entry/Inquiry Screen 81 Sample Report 83 List Transfers (WHT/LWT) 84 Entry/Inquiry Screen 84 Print Transactions (WHT/PTW) 86 Entry/Inquiry Screen 86 Warehouse Transfer Inquire By Item (WHT/WQI) 87 Entry/Inquiry Screen 87 Warehouse Transfer Inquire By Order (WHT/WQO) 90 Entry/Inquiry Screen 90 Receive By Item (WHT/RWI) 93 Files or Programs Affected 93 Entry/Inquiry Screen 93 Freight Allocation 97 Receive By Order (WHT/RWO) 99 Files or Programs Affected 99 Entry/Inquiry Screen 99 Freight Allocation 101 WAREHOUSE TRANSFERS IN- TRANSIT (WIP/WHT/WTIT) 103 Before You Begin 103 Preliminary Tasks 104 Using WTIT 105 Effects in Other Programs 106

5 Prerequisites 108 Company Information (CIS) 108 Inventory Management (IMS) 108 Create In-Transit Carrier (WTIT/TCAR) 109 Create In-Transit Carrier (TCAR/TICC) 109 Entry/Inquiry Screen 109 In-Transit Carrier Maintenance (TCAR/TICM) 110 Entry/Inquiry Screen 110 Working with the Program 111 In-Transit Carrier Listing (TCAR/TICL) 111 Entry Screen 111 Sample Report 112 Delete Expired Carrier (TCAR/TICD) 113 Entry/Inquiry Screen 113 In-Transit Shipping (WTIT/TSHP) 114 In-Transit Shipping (TSHP/TISH) 114 Entry/Inquiry Screen 114 Working with the Program 115 For a Warehouse Committing Tags 117 Set Carrier Status To Shipped (TSHP/TICS) 119 Entry/Inquiry Screen 119 Working with the Program 120 In-Transit Shipment Listing (TSHP/TISL) 121 Entry Screen 121 Report Sample 122 In-Transit Inq. Shipping Whse (TSHP/TIQS) 123 Entry/Inquiry Screen 123 Working with the Program 124 In-Transit Receiving (WTIT/TREC) 126 Set Carrier Status To Arrived (TREC/TICA) 126 Entry/Inquiry Screen 126 Working with the Program 127 In-Transit Receiving (TREC/TIRV) 128 Entry/Inquiry Screen 128 Working with the Program 129 Warehouse Committing Tags 133 In-Transit Inq. Receiving Whse (TREC/TIQR) 136 Entry/Inquiry Screen 136 Working with the Program 137 In-Transit Reports (WTIT/TREP) 139

6 In-Transit Listing (TREP/TILS) 139 Entry Screen 139 Sample Report by Carrier 141 Sample Report by Order 142 In-Transit Analysis Listing (TREP/TIAL) 143 Entry Screen 143 COMMIT TAGS FOR WIP (WIP/CTW) 145 Options 145 Files or Programs Affected 145 Entry/Inquiry Screen 146

7 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 by entering a support case. Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Prophet 21 may make improvements and/or changes to the Licensed Software described in this publication at any time without notice. 5/26/04 Prophet 21 Faspac Version 4.2 The Prophet 21 system and Prophet 21 Faspacare trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies.

8 INTRODUCTION The Work In Process module includes programs used to create, process, and track plating/rework orders, packaging/kit orders, and warehouse transfer orders. Also included in this module is the Commit Tags for WIP program which is used to commit Tag Records to work in process orders. This program is accessed automatically when orders are entered if the Tagging System is being used this program can also be accessed directly. Because only inventory items can be used when working with work in process orders, the Work in Process module is not used until the Inventory File (IM/MAI) has been created in full or in part. See the Inventory Conversion (IC) and Inventory Management (IM) sections of the manual for detailed information regarding creating inventory items and buying history/tag records. If you are using Stock Integration, the Work In Process module will interface with the General Ledger. BEFORE YOU BEGIN Enter vendors to be used in the Plating/Rework programs in the Vendor File (PO/VM, AP/MAR/VM). These vendors may have been entered previously when the Accounts Payable or Purchasing modules were put into use. See the Vendor Maintenance section (PO/VM, AP/MAR/VM) for detailed information regarding entering vendor information in the Vendor File. Determine what information you want included on the pick lists for the plating/rework, packaging/kit, and warehouse transfer orders and flag the System File (SYS/FCS) appropriately. The address printed on the pick lists for Work In Process Orders is based on the flag set for Pick List Address in the System File (SYS/OPS). See the System Maintenance (SYS) section of the manual for additional information. Determine whether you want to print Tag Record Labels when plating/rework, packaging/kit, or warehouse transfer orders are received. Flag the System File (SYS/LAI) to reflect your decisions. Note: See the System Label Configuration program (SYS/LAI) and Tag section of the manual for detailed information on printing Tag Record labels. Determine whether you want orders that cause a negative on hand balance to be stopped or reported only, and flag the System Master File (SYS/WCS) appropriately. If Items flagged as traceable are to be processed, determine the number of Lot Records allowed per line item, and flag the System Master File (SYS/WCS) appropriately. Set the default assignments for the Plating Order Printer, the Kit Order Printer, and the Warehouse Transfer Order Printer.

9 Note: Work In Process orders are printed on pick list forms. These orders do not have to be printed in order to process them. PROCESSING PLATING/REWORK ORDERS A plating/rework order is created through the Place Plating/Rework Orders program (WIP/POP) by entering the FROM ITEM (the part number of the unprocessed/plain item), the quantity being sent out for processing, and the TO ITEM (the part number of the processed item). A valid Vendor Code can be entered if you want the vendor name and address to print on the pick list or the default PL/RW can be accepted as the vendor. The next sequential purchase order number assigned by the system can be used or a manual purchase order number beginning with an alpha character can be assigned. Added costs per UM, per pound, and/or per lot can be entered. If added cost is entered, it is used to calculate the new cost of the TO ITEM. If viewed in Part Inquiry (PI), a plating/rework order quantity displays as committed for the FROM ITEM and as on order for the TO ITEM. Note: If an item is entered on a purchase order (PO/PE) and is flagged to go to rework, the Place Plating/Rework Orders program is automatically accessed when the item is received. In SYS/WCS (third screen) you can set a two-character prefix that will automatically be added to each plating/rework order that originates from a specified warehouse. If this method is used with each warehouse, it can be useful in distinguishing the warehouse to which an order belongs and the type of order that it is. To use this feature, enter either two alpha characters or two numeric characters (not a combination of alpha and numeric characters) in the Prefix Letters To Use On Order field of SYS/WCS. These characters will be prefixed to the plating/rework order originating in the specified warehouse. Plating/rework orders can be printed (WIP/PPR), but it is not mandatory to do so in order to receive these orders. Plating/rework orders print on the printer designated as the Plating Order Printer in the Printer Assignments. You can facilitate expediting of plating/rework orders by using the List Plating/Rework Orders to meet your needs. Plating/rework orders can be viewed through either the Inquire By Item program or Inquire By Order program (WIP/PQI and WIP/PQO). Plating/rework orders are received and canceled through the Receive Plating/rework Orders program (WIP/RPR). If an item is partially received, the remaining balance can be left on order or if the quantity was lost, it can be adjusted off. A receipt causes a decrease to the on hand quantity of the FROM ITEM and an increase to the on hand quantity of the TO ITEM. The FROM ITEM transaction appears on the Adjustment Register (IM/ADJ/PTA). The TO ITEM transaction appears on the Receipts Register (REC/RR). Once you begin using the plating/rework programs, you will want to add the deletion of completed orders (WIP/LPR) to your monthly close procedures. Deleted plating/rework orders are no longer available to be displayed, printed, or listed. See the List Plating/Rework Orders (WIP/LPR) section of the manual for detailed information.

10 PROCESSING PACKAGING/KIT ORDERS Prior to creating a packaging/kit order, the packaged/kit item must be flagged as a Master Kit Item in the Item Record (IM/MAI) and the kit must be defined through the Define Kits program (WIP/DKS). A packaging/kit order is created through the Place Packaging/Kit Orders program (WIP/POK) by entering the part number of the Master Kit Item, the quantity of packages/kits to be created, and any costs to be added to the item costs. Added costs per UM, per pound, and/or per lot can be viewed in Part Inquiry (PI), a packaging/kit order quantity displays as committed for each of the items that are defined as part of the kit and as an on order for the Master Kit Item. Packaging/kit orders can be printed (WIP/PPK), but it is not mandatory to do so in order to receive these orders. Packaging/kit orders print on the printer designated as the Kit Order Printer in the Printer Assignments. You can facilitate expediting of packaging/kit orders by using the List Plating/Rework Orders program (WIP/LPR). This program offers several options to provide you with a report specific to your needs. Packaging/kit orders can be viewed through the Show Packaging/Kit Orders program (WIP/SPK). Packaging/kit orders are received and canceled through the Receive Packaging/Kit Orders program (WIP/RPK). A receipt causes a decrease to the on hand quantity of each of the items defined in the kit and an increase to the on hand quantity of the Master Kit Item. The transactions for the items in the kit appear on the Adjustment Register (IM/ADJ/PTA). The Master Kit Item transaction appears on the Receipts Register (REC/RR). Once you begin using the packaging/kit programs, you will want to add the deletion of completed orders (WIP/LPK) to your monthly close procedures. Deleted packaging/kit orders are no longer available to be displayed, printed, or listed. See the List Kit Orders (WIP/LPK) section of the manual for detailed information. PROCESSING WAREHOUSE TRANSFER ORDERS The Suggested Warehouse Transfers program (WIP/WHT/SWT) prints a list of recommended warehouse transfers based on the current on hand quantities. The option to consider the minimum quantities when recommending warehouse transfers is given. The list generated can be used to manually enter warehouse transfer transactions through the Enter Transactions program (WIP/WHT/ET). This list must be generated in order to use the Auto Create Warehouse Transfers program (WIP/WHT/AWT). Warehouse transfer orders can be printed (WIP/WHT/PWT), but it is not mandatory to do so in order to receive these orders. Warehouse transfer orders print on the printer designated as the Warehouse Transfer Order Printer in the Printer Assignments. Note: Generally, each warehouse is responsible for printing the transfer orders requested of them. You can facilitate expediting of warehouse transfer orders by using the List Transfers program (WIP/WHT/LWT). This program offers several options to provide you with a report specific to your

11 needs. Warehouse transfer orders can be viewed through either the Inquire By Item program or the Inquire By Order program (WIP/WHT/WQI, WQO). Warehouse transfer orders are received and canceled through either the Receive By Item program (WIP/WHT/RWI) or the Receive By Order program (WIP/WHT/RWO). The Receive By Item program is used to receive or cancel individual items on a warehouse transfer order. The Receive By Order program is used to receive or cancel all open transactions on an order. A receipt causes a decrease to the on hand quantity of the item in the shipping warehouse and an increase to the on hand quantity of the item in the receiving warehouse. The transaction appears on the shipping warehouse s Adjustment Register (IM/ADJ/PTA) and on the receiving warehouse s Receipts Register (REC/RR). Once you begin using the warehouse transfer programs, you will want to add the deletion of completed orders (WIP/WHT/LWT) to your monthly close procedures. Deleted warehouse transfer orders are no longer available to be displayed, printed, or listed. See the List Transfers (WIP/WHT/LWT) section of the manual for detailed information.

12 SCHEDULE PROCESSING REPORTS The following reports operate differently because they can be used in Schedule Processing: List Packaging/Kit Orders (WIP/KITN/LPK) List Plating/Rework Orders (WIP/PLRW/LPR) List Transfers (WIP/WHT/LWT) Print Transactions (WIP/WHT/PTW) MODES OF OPERATION There are two Q&A modes when you are answering questions in the report programs: Create mode The first time you run the program and answer questions. You start with the first question and move through them sequentially. You can use the arrow keys to move up and down through the questions if you want to make changes. The questions on the screen and your answers to them are stored in an Answer file. Modify mode When you rerun the program and change existing answers. You change questions one at a time, entering the line number in the prompt at the bottom of the screen. You can simply change one or more answers, or delete all questions and answers stored in the Answer file for the program and replace them with new ones. There are three processing modes when these programs are run: Auto Prompt mode The program accepts answers to the questions, but does not actually run. The message AUTO PROMPT ON is displayed on the screen. This mode is used to define programs that will be part of an automated schedule such as MONTHEND. It is turned on and off by the Start/Stop Auto Prompt (SYS/SPM/SSAP) program.

13 Schedule Processing mode The program is part of an automated schedule being run by the Process Schedule (SYS/SPM/PS) program. The answers were defined while in Auto Prompt mode. Reports are spooled to a file in a designated report directory on the host server, from where you can print them at any time. They are not sent directly to a printer. Individual Processing mode The program can be run by itself; not as part of a schedule. Answers to questions are user-specific according to the sign on ID. Reports are sent directly to the printer assignments defined by PRT. Refer to the Schedule Processing manual in Volume 5 for more information about scheduling. DATE VARIABLES In the programs date fields, you can enter variables instead of actual dates. These will be converted to the actual date when the program runs. Valid entries Sign on First day of the Last day of the month COVER SHEET A cover sheet is printed at the beginning of the Sales Analysis and Sales Summary reports. It lists the program name and ID, Company number, User sign on ID, date and time the report was run, question IDs, questions, and your answers. The cover sheet will be used by Prophet 21 Customer Support.

14 KITTING / PACKAGING (WIP/KITN) DEFINE KITS (KITN/DKS) Use this program to create, edit, and delete Kit Definitions. A Kit Definition is comprised of a Master Kit Item, one or more component items, and the quantity needed of the component items. An item is defined as Master Kit Item in the Item record (IM/MAI). Each component item in a Master Kit must already exist in the Item file (IM/MAI). ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number in which to create, edit, or delete a Kit Definition. To exit, leave this field blank and press Skip.

15 Item Enter the Master Kit Item. F1 Begin searching for the item based on a FASPAC Item Number or Description Code, enter the first few characters of either. F2 Begin the searching for the item based on the item short name, enter the first few characters of the short name. F3 Scroll forward, once a valid item is displayed. F4 Scroll back. Error Message: Item Not Set To Be Used As A Kit - Press SKIP The item selected is not flagged as a Master Kit Item (IM/MAI). Press Skip to acknowledge this message. Either select another item or exit this program. Is This A New Kit Being Created? This prompt is displayed only if the item selected is a Master Kit Item and a Kit Definition has not been previously created for it: Y Create a Kit Definition for this item. N Re-enter the Kit Item. SELECT The default is GO. To enter, edit, or delete items on the Kit Definition, accept GO by pressing Return. The cursor moves to the detail section of the screen. F5 View all items currently in the Kit Definition (see Kit Inquiry on page 14). To return the cursor to the Item field, press Skip or CMD. To delete the entire Kit Definition: Type DE and press Return. The following message is displayed: Are You Sure You Want to Delete This Entire Kit? Enter Y to delete the entire Kit Definition, or N to return to Select prompt. The following three fields are used to calculate the cost when a Kit Order is created (WIP/POK). The actual cost is calculated based on the Costing Method in the System File (SYS/IMS) when the Master Kit is received. Cost Markup% ( ) Cost/Lb Cost/Lot Comment ( ) Enter up to 30 characters of text.

16 UM Weight List Cost Average Cost Replace Cost Box Qty Case Qty Bulk Qty These fields are updated by the system and cannot be changed. Item Record (IM/MAI) information is displayed. The average Cost displayed is the Corporate Average Cost. KIT INQUIRY The Kit File Inquiry screen is displayed when you press F5 at the Select prompt. You can view the component detail for all items currently in the Kit Definition, including the part number, short name, description, quantity available, and comment line. You can press F8 to see if this item is included in other kits. Press CMD to return to the previous screen.

17 KIT DETAIL Field Item Description Enter the component item to add or edit in this Kit Definition. To move the cursor back to the Whse field, leave the field blank and press Skip. F1 = Begin searching for the item based on a FASPAC Item Number or Description Code. F2 = Begin the searching for the item based on an item short name. F3 = Scroll forward. F4 = Scroll back. F5 = View all component items currently in Kit Definition. This command accesses the Kit File Inquiry screen, from where you can view the component detail, including the part number, short name, description, quantity available, and the comment line. Error Messages: EOF On Part File - SKIP To Continue The end of the Item File was reached. Press Skip to acknowledge this

18 message and begin again. Invalid Part Number or Function = SKIP to continue Either an invalid item number was entered or the wrong function key was pressed. Press Skip to acknowledge this message and begin again. Whse Not In Use The item specified is not active in the warehouse specified and cannot be used. Select a different item or exit this program and create an Item Warehouse Record (IM/MAI, 2nd screen) for the item. Is This A New Item Being Added to this Kit? This prompt is displayed only if the item selected is not currently part of the Kit Definition. If a new item is being added to the Kit Definition, the cursor moves through each of these fields. If an item in the Kit Definition is being edited, these fields can be accessed by entering the corresponding line number. Qty Needed up to 7 numeric Cost Markup% ( )

19 Cost/Lb Cost/Lot Comment SELECT ( ) Enter up to 30 characters of text. To record the displayed item information as part of the Kit Definition and move the cursor back to the Item field, press Skip or Return. To access the Kit Inquiry program and display items in this kit, press F5. To delete the displayed item from the Kit Definition, enter DE and press Return. The following message is displayed: Are You Sure You Want to Delete This Item Off Kit File? Enter Y to delete the item from the Kit file. UM Weight List Cost Average Cost Replace Cost Box Qty Case Qty Bulk Qty These fields are updated by the system and cannot be changed. Item Record (IM/MAI) information is displayed. The average Cost displayed is the Corporate Average Cost.

20 KIT DEFINITION LISTING (KITN/KDL) The Kit Definition Listing program (WIP/KDL) is used to print a list of Kit Definitions. A list of Kit Definitions for all or a range of Master Kit Items can be printed. You can select to print each Kit Definition on a separate page. ENTRY/INQUIRY SCREEN The first screen in this program is the Standard Inventory Report Options. This screen allows you to specify the items or type of items to include in the report. Refer to the Introduction of the Inventory Management Reports section for detailed field explanations on the Standard Inventory Report Options. The following field explanations apply to the second screen of the Kit Definition Listing program. Field Print Short Name? Print Description? Description Y Print the item short name on the listing. N Do not print the item short name on the listing. This field is displayed if you entered Y in the Print Short Name field. Y Print the item description on the listing. N Do not print the item description on the listing. Start a New Page for Each Kit? Do You Want To Continue? Y Print each Kit Definition on a new page. N Print the list of Kit Definitions continuously. Y Print the list of Kit Definitions as specified. N Exit the program without printing the list of Kit Definitions.

21 PRINT KIT LISTING (KITN/PKL) The Print Kit Listing program prints a list of each item and all the master kits of which the item is a component part. Print Kit Listing is also a good report to use when determining the usage of an item. The quantity of each item needed to create the master kit and the number of sold master kits print in the columns to the right of the listing. These figures are multiplied together to determine the total usage of the item and print under the heading Item Total Qty. This program uses the Standard Inventory Report Options to determine which items will be included on the listing. If the warehouse is set to use RF and to pick Kit Orders (SYS/RFS), the order number is prefaced with a K. ENTRY/INQUIRY SCREEN Field Do You Want To Continue? Whse Select Whole File? Item/Shortname/Category Sequence? Description Y Advances to the next field. N Exits the programs. Enter a valid warehouse number. To include all warehouses, leave this field blank and press Skip. Y Print all items found in the Inventory Master File that are used to make up a master kit. N Print only a select group of items. I Print in item number sequence S Print in short name sequence C Print in category code sequence

22 From To Select All ABC Codes? From ABC Code To ABC Code These fields are displayed only if you entered N in the Select Whole File field. The entry in these fields depend on the print sequence option selected above. Enter the range of item numbers, short names or category codes to include on the listing. Y Include all selected items, regardless of the ABC Code. N Include only those items that have a specific ABC Code. These fields are displayed only if you entered N in the Select All ABC Codes field. Enter the range of ABC Codes to include on the listing. The To ABC Code field defaults to the code entered in the From ABC Code field. To include only items with this one ABC Code on the report, press Return to accept the default entry. Select All Materials? Only Material Select All Finishes? Only Finish Select All Specials? Only Special Any Changes? New Page For Each item? Y Include all selected items, regardless of the Materials Code. N Include only those items that have a specific Material Code. This field is displayed only if you entered N in the Select All Materials field. Enter the Material Code that an item must have in order to be included on the listing. Y Include all selected items, regardless of the Finish Code. N Include only those items that have a specific Finish Code. This field is displayed only if you entered N in the Select All Materials field. Enter the Finish Code that an item must have in order to be included on the listing. Y Include all selected items, regardless of the Special Code. N Include only those items that have a specific Special Code. This field is displayed only if you entered N in the Select All Specials field. Enter the Special Code that an item must have in order to be included on the listing. Y The cursor returns to the Select Whole File field and moves through each following field, so that necessary changes can be made to the entries. N Prints the listing as specified. Y Print each item and the item information on a separate page. N Print all items and the item information consecutively, without creating a new page for each.

23 SAMPLE REPORT

24 PLACE PACKAGING/KIT ORDERS (KITN/POK) Use this program to create packaging/kit orders. One master kit item per packaging/kit order is allowed. A Status 1 Tag Record is created for the master kit item when an order is placed. The new cost of the kit is calculated as follows: new cost = old cost + cost markup + cost (lb) + cost (lot) where: old cost = total warehouse average cost of all component items in the kit. If the warehouse average cost is zero, the corporate average cost is used. cost markup = number of kits ordered x old cost x (100 + cost markup %)/100 cost (lb) = (number of kits ordered x weight x adder lb)/number of kits ordered cost (lot) = (adder lot x um)/number of kits ordered If the Tagging System is used, specific (component item) Tag Records can be committed at the time the order is placed or through the commit Tags for WIP program (WIP/CTW). ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number. To exit the program, leave this field blank and press Skip or CMD.

25 Kit Item No. Enter the kit item number. If you are unsure of the entire number, use the function keys to assist in locating the desired item number. Enter the first few characters of the description code and press F1 to display the first item found with these characters. To access the Inventory File based on the item short name, enter the first few characters of the short name and press F2. Once a valid item is displayed, press F3 to display the next sequential item and F4 to return to the previous item. To accept the displayed item, press Return. Error Messages: EOF on Part File - SKIP to Continue The end of the Item File has been reached while scrolling. Press Skip to acknowledge this message and begin again. Invalid Part Number or Function = SKIP To Continue Item Not Set To Be Used As a Kit Either an invalid item number was specified or the wrong function key was pressed. Press Skip to acknowledge this message and begin again. The item selected is not flagged in the Item Master file (IM/MAI) as a master kit item. Either enter a master kit item or exit this program. Kit Master Not Defined - SKIP To Continue The items that make up the selected master kit item have not been defined (WIP/DKS). Press Skip to acknowledge this message. Either enter a master kit item that has been defined or exit this program. Is This a new Kit Order? N Return the cursor to the Kit Item No. field without creating an order for the kit number. Y Create an order for the kit number and move the cursor to the following fields. Once Y is entered, a kit order # is assigned.

26 Quantity Enter the quantity of the kit to be made. Press Skip to return the cursor to the Kit Item No. field. Error Message: The Quantity Needed > 9,999,999 SKIP To Continue The quantity needed of the displayed item to create the specified number of kits exceeds the program limit. Press Skip to acknowledge this message. Specify a kit quantity that requires no more than 9,999,999 of each item to create the kits. Cost Markup% Enter the markup percent ( ). This figure must be entered in decimal format. (e.g.: 15% = 15.00). Cost/Lb Enter the cost per pound ( ). The cursor moves to the following two fields only if an entry is made in the Cost/Lb field and the Item Record (IM/MAI) does not include the weight for the kit item: Weight Is Weight Correct? This value ( ) is updated to the Item Master Record (IM/MAI). If the displayed weight is correct, enter Y to move the cursor to the following field. If the displayed weight is not correct, enter N to return the cursor to the Weight field. Cost/Lot Enter the cost per lot ( ). Due Date The sign on date displays as the due date. Press Return to accept this date or enter another date using the MMDDYY or MMDDYYYY format. Comment SELECT This field is optional. You can leave it blank and press Skip or Return to move on to the next field. Enter the line number to be edited. To record this kit order as displayed, leave this field blank and press Return or Skip. Create Kit Order? This field is displayed once the option to record the kit order is selected. Y Create the displayed kit order. A status 1 Tag Record is created for the master kit item, and the component item quantities are considered committed/processing. If the Tagging System is used, the Commit Tags for WIP program is accessed. If the Tagging System is not used, the cursor moves to the Kit Item No. field. N Do not create the kit order. The cursor returns to the Select field.

27 The following fields are updated by the system and cannot be changed. Pl/Rw Whse Stock Available Cust Ords. Whse Trans Processing Pl/Rw Processing Whse Trans. P.O.s Old Cost New Cost U/M Weight List Cost Average Cost Replace Cost Box Qty Case Qty Bulk Qty The on-hand balances in the Item Warehouse record are displayed. The committed balances in the Item Warehouse record are displayed. The on order balances in the Item Warehouse record are displayed. This is the total cost of all component items in the kit. It is calculated using each component item s warehouse average cost. If the warehouse average cost is zero, the corporate average cost is used. The new cost is calculated using the old cost, the adders entered and the quantity ordered. The actual cost is recalculated when the kit order is received using the costing method in the System Master File. The Item Master Record information is displayed. The average cost displayed is the warehouse average cost.

28 RECEIVE PACKAGING/KIT ORDERS (KITN/RPK) This program is used to process open kit order transactions created through the Place Packaging/Kit Orders program (WIP/KITN/POK). After the master kit item is specified, all open kit orders are displayed. The order number to be processed is selected from the displayed orders. The selected order can be received in full, canceled in full, or partially received. If you are using Freight Allocation, see page 32. ENTRY/INQUIRY SCREEN Field Whse Note: Old and new costs were calculated at time of entry (KITN/POK) using each component item s average cost. Actual cost is recalculated at time of receipt using the costing method in the System Master file. Description Enter the warehouse in which to process the open kit orders. To exit the program, leave this field blank and press Skip or CMD. Item No. Enter the master kit item number. If you are unsure of the complete item number, use the function keys to access the Inventory File. Enter the first few characters of the description code and press F1 to display the first item found with these characters. To access the Inventory File based on the item short name, enter the first few characters of the short name and press F2. Once a valid item is displayed, press F3 to display the next sequential item and F4 to return to the previous item. To accept the displayed item, press Return.

29 Once a valid master kit item is specified, all open kit orders are displayed. Error Messages: EOF on Part File - SKIP to Continue Invalid Part Number or Function = SKIP To Continue Item Not Set To Be Used As a Kit Physical Inventory In Progress For This Item - RETURN Whse Not On File For This Item The end of the Item File was reached. Press Skip to acknowledge this message and begin again. Either an invalid item number was specified or the wrong function key was pressed. Press Skip to acknowledge this message and begin again. The item selected is not flagged as a master kit item. Enter an item that is flagged as a master kit item. The item specified is frozen (PHY/FRE) and the System Master File (SYS/WCS) is flagged to stop inventory transactions for frozen items. This receipt cannot be processed until the item has either completed the Physical Inventory process or it is unfrozen. The item specified does not have an Item Warehouse Record for the specified warehouse. Either change the warehouse or enter an item in the specified warehouse. F1-Start Again, F3-See More, SKIP to Enter Order No. Receiving Order No. F1 Displays the list of order numbers from the beginning. F3 Displays the following screen of order numbers. SKIP Moves the cursor to the Receiving Order No. field. Enter the order number you received. Error Message: Invalid Order No. - SKIP To Re-enter The order number entered is incorrect. Press Skip to acknowledge this message and begin again. Qty Being Received The remaining balance automatically displays in this field. You can receive the balance in full, cancel in full or partially receive it. To cancel the remaining balance, enter 0. The prompt Are You Canceling This Order? (Y/N) is displayed, allowing to you continue or stop the cancellation process.

30 Location The default location is displayed. You can accept this entry by pressing Return or enter another location. Error Messages: Invalid Stock/Bin Location Entered - SKIP To Continue The System File (SYS/WCS) is flagged to validate Stock Locations and the entry in the Location field is not in the Stock Location Master File (TAG/SLM). Press Skip to acknowledge this message and enter a valid Stock Location. Physical/Cycle Count In Progress For This Location - SKIP To Continue The Location specified was frozen (PHY/FRE) and the System File (SYS/WCS) is flagged to stop inventory transactions for frozen items. This receipt cannot be processed until the Location has either completed the Physical Inventory process or it is unfrozen. Frt Chgd Qty Remaining Displays the freight flag for the receiving item if you enter a freight amount. See page 32. The cursor moves to this field only if the whole order was not received. The unreceived balance displays in this field. Accept this number to backorder the remaining quantity or enter 0 (zero) to cancel the remaining balance. Error Message: Total Quantity Received + Remaining Cannot Be Greater Than Ordered The quantity backordered plus the quantity received is more than the quantity originally ordered. Press Skip to acknowledge the message. The received quantity and backordered quantity must be less than or equal to the ordered quantity.

31 Information Correct? F6-Show Commitments F7-Commit Tag Quantities Y Record the information as displayed. N return the cursor to the Receiving Order No. field. Error Message: Buying History Found With On Hand Balance Less Than Zero There is a problem with a Tag Record. Contact Prophet 21 Support for assistance. F6 Display the list of Tags committed to this order. F7 Access the Commit Tags for WIP program. Not Enough Tag Stock Committed On This Item Being Deducted Total Buying History Status 2 s Not = Warehouses Stock + Rework Stock Total Tags Committed To Receive Is greater Than Qty Deducting Tag Records need to be correctly committed for this order. Press F7 to access the Commit Tags To WIP program. There is a problem with either the Item Record or one or more Tag Records. Contact Prophet 21 Support for assistance. Tag Records need to be correctly committed for this order. Press F7 to access the Commit Tags To WIP program. Note: See the Commit tags to WIP section of the manuals for detailed field explanations. Continue Checking? This field is displayed only if an error occurred while checking Tag Records. Y Check for other errors. Receipt is not recorded. N Do not check remaining component items for errors. Receipt is not recorded. The following fields are updated by the system and cannot be changed. P1/Pw Whse Stock Available Cust Ords. Whse Trans Processing P1/Pw Processing Whse Trans. P.O.s The on-hand quantities for the item. The committed quantities for the item. The on order quantities or the item.

32 Order No. Ordered Received Remaining Kit orders for the specified item that are in the Work In Process File are displayed. Completed orders that have not been deleted are not displayed. FREIGHT ALLOCATION If Freight Allocation is enabled, this pop-up window is displayed when you first run RPK. The program will accept the freight flag for each receiving item if a freight amount is entered.

33 LIST PACKAGING/KIT ORDERS (KITN/LPK) The List Packaging/Kit Orders program prints a report of kit orders and deletes completed kit orders from the Work In Process file. After completed transactions are deleted, they can no longer be printed (WIP/PPK), listed (WIP/LPK), or displayed (WIP/SPK). MFG Users Only: If you use the MFG module, the kit will not be deleted if the associated job is still viewable in MFJI. You will see Mfg in the right column of the report indicating that the kit was not deleted. Note: This program can be used in an automated schedule (see page 13). ENTRY/INQUIRY SCREEN Field Warehouse Description Enter the number of the warehouse. To exit the program, press CMD. Include Completed Items? Y Print open and completed orders on the report. N Print only open orders on the report. Include Open Items? Y Print only completed orders (remaining on order balance is 0) N Print open and completed orders. Note: If N is entered in this field and in field 03, only open orders will be included on the report.

34 Delete Completed Items? Y Delete all completed orders on the report from the Work In Process file. N Do not delete the completed orders from the file. Note: This can only be set to Y if field 02 is set to Y and field 04 is set to N. The cover sheet remains as it was entered; the program will handle this situation. Include Comment Lines? Include Dates Thru Include From Item Include Thru Item Master/Component Sequence Include Detail? Action Line Y Print the comment lines on the report. They will print on a separate line. If you use the MFG module, the MFG job number will print on the report. N Do not print comment lines. Enter a date variable or an actual date in MMDDYY or MMDDYYYY format. To include all specified orders regardless of the due/completed date, leave this field blank and press Skip. Enter the range of item numbers to include. To select a valid option from a list box, press F5. For all numbers, press F7. For one number, enter it in both fields. M Print orders by master kit item. C Print orders by component item (kit detail item). Y Lists all components followed by the master kit item. N Lists only the master kit items. F1 Accept your answers. F9 Cancel and start over with your original answers in Modify mode. F12 Delete all questions and answers from the Answer file and start over in Create mode. CMD Exit the program without running it.

35 PRINT PACKAGING/KIT ORDERS (KITN/PPK) The Print Packaging/Kit Orders program is used to print original and duplicate pick lists for kit orders with a status code of N (New) or P (Printed). A kit order does not have to be printed in order to be processed (received, canceled). All eligible orders (those with a status code of N) can be printed, or a range of orders can be printed. If the range option is selected, the range is defined by purchase order numbers. All orders within the specified range that have a status code of N or P will print. Kit orders print on pick list forms on the printer specified as the Kit Order Printer in the Printer Assignments. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the kit orders on pick lists. To exit the program, leave this field blank and press Skip or CMD. Print All Eligible Orders? Y Print pick lists for all orders not previously printed. N Specify a range of orders for which to print pick lists. Note: If Y is entered in this field, the cursor moves directly to the Include Items That Make Up Kit field. The following three fields display only if you are not printing pick lists for all eligible orders (N entered in the field above). Print From Print To Enter the first order number in the range for which to print pick lists. Enter the last order number in the range for which to print pick lists.

36 Include Items That Are COMPLETE? Include Items That make Up Kit? Print in (L)ine or (B)in Location Sequence? Do You Want To Continue? Want A Test Pattern? Y Print pick lists for complete orders (remaining on order balance = 0), if they are in the specified range. N Do not print pick lists for complete orders, even if they are in the specified range. Y Include component item information. N Exclude component item information. B Print the pick lists in primary bulk bin sequence L Print the pick lists in entry sequence. Y Print the pick lists for the specified kit orders. N Exit the program without printing pick lists. Y Print a test pattern before printing the pick lists. N Print the pick lists immediately, without printing a test pattern.

37 AUTOMATIC KIT CREATION (KITN/AKQ) The Automatic Kit Creation program is used after Shipping Confirmation (OP/SC) and before Invoicing (AR/INV) to automatically create and receive a kit order for the quantity shipped on a customer order if there is not enough quantity on hand to process the order. If you do not use the Place Kitting Orders program (WIP/KITN/POK) to create kit orders, but instead simply have your warehouse pull the appropriate component items when a kit needs to be created, this program should be used to adjust your inventory. Once this program is run, the Kit Master Item quantity is increased by the number of kits sold and the component item quantity is decreased by the number that it took to create the Kit. In order for the adjustment to be made, the items must be defined in Define Kits (WIP/KITN/DKS) and there must be a sufficient stock of component items. Adjustments are made on a fifo basis. Automatic adjustments cannot be made for traceable items. The normal kitting procedure must be used if items are traceable, or an error will print on the report stating: Traceable Items On Orders Have Been Bypassed and no processing will take place on those orders. All newly created kit tags (status 2s) for non-traceable items will automatically be committed to the customer order. A report is generated that shows the customer order and line number for which the kits were produced, the adjusted quantities of the component items, and all cost breakdowns pertaining to the cost of the kit. If an item could not be adjusted because it was found traceable, the error message TRACEABLE ITEM FOUND is displayed on the report. ENTRY/INQUIRY SCREEN Field Do You Want To Continue? Description Y Perform automatic kit creations. N Exit the program without creating kits automatically.

38 SHOW PACKAGING/KIT ORDERS (KITN/SPK) The Show Packaging/Kit Orders program displays all kit orders in the Work In Process File for a specific master kit item. The displayed information includes: Order number Due date Quantity ordered Received and remaining Comment line Order status Once the kit orders are displayed, You can select a specific order for which to view detailed information. The detailed information includes: the order number, the master kit item number, description, short name, the quantity ordered, received and remaining of the master kit item; the comment line, cost markup %, cost per pound, cost per lot, the component kit item numbers and descriptions, the quantity ordered, received and remaining for each component item and the new cost. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to display the kit order information. This entry must be a valid warehouse number set up in SYCD. To exit the program, leave this field blank and press Skip or press CMD-Q. Error Message: Invalid Warehouse Or Warehouse Not Available The warehouse number entered has not been set up in SYCD, or is not available at this time. Press Skip to acknowledge this message and begin again.

39 Item Enter the master kit item number for which to display the list of orders. If you are unsure of the entire item number, enter the first few characters of the item number, description code, or short name and press the appropriate function key to access the item file. F1 Access the item file based on the characters entered for the item number or description code. F2 Access the item file based on the characters entered for the item short name. Once a valid item number is displayed, press F3 to display the next item in the file and F4 to return to the previously displayed item number. Once the desired item is displayed press Return to accept it and move the cursor to the Select field. Error Messages: End of File...SKIP The end of the Item File was reached while scrolling. Press Skip to acknowledge this message and begin again. Invalid Entry Or Function...SKIP Either an invalid item number was entered or the wrong function key was pressed. Press Skip to acknowledge this message and begin again. No Record In Buying History For One Or More Orders - SKIP To Continue Warehouse Not In Use For This Item...SKIP There is a problem with one or more Tag Records. Contact Prophet 21 Support for assistance. The item specified is not active in this warehouse. Either select a different item or change the warehouse. SELECT F6 Display detailed information for a specific order number. Press Skip to return the cursor to the Item field. Once in the Item field, You can enter another item number or exit the program by pressing CMD-Q. Enter Order No. To View This field is displayed only if you pressed F6 in the Select field. Enter the order number for which to view detail. Once the order number is entered, the detail screen is automatically displayed. To return to this screen, press CMD.

40 SHOW PACKAGING/KIT ORDER BY KIT ITEM (KITN/SPKK) The Show Packaging/Kit Order By Kit Item program displays all kit orders in the Work In Process File for a specific kit item. The displayed information includes: Order number Due date Quantity ordered, received, and remaining Comment line Order status Once the orders are displayed, you can select a specific order for which to view the detailed information. The detailed information includes: Order number Master kit item number, description, and short name Quantity ordered, received, and remaining of the master kit item Comment line Cost markup % Cost per pound and cost per lot Component kit item number and descriptions Quantity ordered, received, and remaining for each component item New cost ENTRY/INQUIRY SCREEN

41 Field Whse Description Enter the warehouse number from which to display the kit order information. This entry must be a valid warehouse number set up in SYCD. To exit this program, leave this field blank and press Skip. The CMD Window functions are available in this field. Error Message: Invalid Warehouse Or Warehouse Not Available The warehouse number entered has not been set up in SYCD or is not available at this time. Press Skip to acknowledge this message and begin again. Kit Item Enter the kit item number for which to display the list of orders. If you are unsure of the entire item number, enter the first few characters of the item description code or short name and press the appropriate function key to access the item file. F1 Access the item file based on the description code. F2 Access the item file based on the characters entered for the item short name. Once a valid item number is displayed, press F3 to display the next item in the file and F4 to return to the previously displayed item number. Once the desired item is displayed, press Return to accept it and move the cursor to the Select field. Error Messages: End of File SKIP The end of the Item File was reached while scrolling. Press Skip to acknowledge this message and begin again. Invalid Entry Or Function SKIP Either an invalid item number was entered or the wrong function key was pressed. Press Skip to acknowledge this message and begin again. Warehouse Not In Use For This Item SKIP The item specified is not active in this warehouse. Either select a different item or change the warehouse.

42 No Record In Buying History For One Or More Orders - SKIP To Continue There is a problem with one or more Tag Records. Contact Prophet 21 Support for assistance. SELECT F6 Display detailed information for a specific order number. Press Skip to return the cursor to the Item field. Once in the Item field, You can enter another item number or exit the program by pressing CMD-Q. Enter Order No. To View Enter the order number for which to view detail. This field is displayed only if you pressed F6 in the SELECT field. Once the order number is entered, the detail screen is automatically displayed. To return to this screen, press CMD.

43 PLATING / REWORK (WIP/PLRW) PLACE PLATING/REWORK ORDERS (PLRW/POP) The Place Plating/Rework Orders program (WIP/POP) is used to create plating/rework orders. A plating/rework order can include up to 999 line items. For each item on the order, a Status 1 Tag Record is created for the item being returned from plating/rework. If the Tagging System is used, specific Tag Records can be committed for each item either at the time the order is placed or through the commit Tags for WIP program (WIP/CTW). The New Cost of the plated/reworked item is calculated based on the average cost of the transferring item. If entries are made in the Adder fields, these values are added to the average cost; if a Cost Markup % is entered, this value is calculated based on the average cost and is taken into consideration when calculating the New Cost value. The New Cost calculated can be accepted or changed. THINGS TO KNOW Substituting Items On Open WIP Orders Either the From Item or To Item can be changed by accessing line 01 or 03. If the From Item was committed, the item must be uncommitted via WIP/CTW. Unit of Measure Window When entering or modifying in a rework order, the unit of measure window will automatically appear if all of the following conditions are met: The unit of measure on the From Item has a UOM other than C or M. The From Item shows Pcs/Um of zero. The To Item has a UOM of C or M in IM/MAI.

44 Quantity Expected Back Display The quantity expected back from a rework order is now displayed in the To Item portion of the screen (lower half of the screen). The Remain field is the number of pieces per UM of the To Item that is expected back. The Qty Ord field will display the original quantity ordered (prior to any changes made via POP, the original quantity does not change if the To Item is replaced). Weights On From and To Items If the weight on either the From or To Item is zero and an Adder/LB is entered, the cursor will stop on that parts weight field and it must be entered. The item master (IM/MAI) will be updated immediately with this information. If Adder/LB is entered at receiving time message appears to fix weight in the item master before any receiving is allowed. Commit Tag Screen If Committing Tags, the tag screen will appear after the rework order has been entered and you SKIP OFF the Select option (same applies when changing a plating/rework order). If using CMD window to quit tag, screen is not displayed. Total Committed Quantity Amount The total committed figure on the WIP/POP screen is comprised of open customer orders, open kitting orders and open transfer orders. If committing tags to quotes and the quote does not turn into the order, this figure is not included as total committed. NewWork Order Print Format To accommodate the changes to WIP/POP and WIP/RPR changes were made to the detail information of the work orders being printed, and they are: Body of the work order now prints: Line numbers. Quantity of the From Item (to be reworked). Notes and messages created for the From Item, To Item, and order print. The tear off portion (warehouse side) now prints: Adder dollar amount by unit of measure of the To Item Adder extended price To Items quantity expected back from the reworking Available quantity Any tag number and quantity committed

45 The SYS/WCS and SYS/IMS forms have been enhanced to support the new WIP capabilities. Each of these forms has changed as follows. SYS/WCS - 3rd screen contains questions about using prefixes to the order number, allowing entry of the order number and receiving location name. SYS/IMS - Has one question about checking a vendor name when entering WIP/POPs. Notes and Message will print on rework orders. MSGS/PRFTI is for the FROM item (item which is leaving to be reworked). Note type of P will print on the rework order. MSGS/PRLTN is used for the TO item, these notes are entered on each line as the order is being created or edited. Normal Item notes known as DESC will print on the rework order (MSGS/ITEM/DESC). Once the PRLTN note has been established, any changes or additions done through MSGS/MAI will also be part of any reprinting of the plating orders. FILES OR PROGRAMS AFFECTED Work in Process Order file System file (updates the last purchase order number used if a system assigned purchase order number is used per SYS/CAS) Item file (committed and on order quantities in IM/MAI) Tag file If the System file is flagged to do so (in SYS/POS), Purchasing Action Report file ENTRY/INQUIRY SCREEN

46 Field Whse Description Enter the warehouse number in which to create or edit a plating/rework order. You must enter a valid warehouse number that has been set up in SYCD. To exit the program, leave this field blank and press Skip. Error Message: Invalid Warehouse Or Warehouse Not Available The warehouse number entered has not been set up as a valid warehouse in SYCD or it is not available at this time. Press Skip to acknowledge this message and begin again. Vendor No. You are prompted with PL/RW or the last vendor that was accessed in this program. If SYS/IMS is not set to validate vendors, you can accept PL/RW or make any entry in this field. If SYS/IMS is set to validate vendors, a valid vendor number (set up in AP/MAR/VM or PO/VM) must be entered in this field. The CMD Window or the function keys can be used to assist you in locating a specific vendor. When using the function keys, enter the first character of either the vendor name or number and press the appropriate function key (F1 to access the Vendor File based on the vendor number, F2 to access the Vendor File based on the vendor name). Once a vendor is displayed, press F3 to display the next vendor found in the file and F4 to re-display the previous vendor. To accept the displayed vendor, press Return.

47 P.O. No. To edit an existing order, enter the purchase order number or use the CMD Window to locate a specific PO number. Press the CMD-L to view the list of orders created for this vendor (not yet purged through WIP/PLRW/LPR). To create a new plating/rework order for this vendor, press Skip. If you select an existing PO number, the cursor moves to the line number field. To add a new line to this order, press Skip. Note: An error message will display if you select to edit a line number that is already complete. Error Message: This Line Number Is Already Complete - SKIP The line number selected cannot be changed, it has already been received as complete. Press Skip to acknowledge this message. Select another line number or exit the program.

48 From Item Enter the item number you are sending to be plated/reworked. If you are unsure of the complete item number, enter only the first few characters and use the function keys to access the Item File. F1 Display the first item number found in the Item File that begins with the characters entered. F2 Display the first item found in the Item File that has a short name beginning with the characters entered. Once a valid item is displayed, press F3 to view the next item in the file, and F4 to re-display the previous item. Press Return to accept the currently displayed item. To view the notes/messages for the displayed item, press F9. The Unit of Measure conversion program will be called when the To Item number is entered and the From Item has a non-standard unit of measure and the pieces per unit of measure field in IM/MAI equals 0. Error Messages: Invalid Entry or Function...SKIP Either an invalid item was entered or the wrong function key was pressed. Press Skip to acknowledge the message and begin again. Physical Inventory in Progress for this item - RETURN The item selected is frozen (PHY/FRE) and the System File (SYS/WCS) is flagged to stop inventory transactions for frozen items. Press Return to acknowledge this message. Either use a different item or exit this program. Qty Ord. Enter the quantity of the From Item sent to be plated/ reworked. The quantity entered in this field must be less than or equal to the quantity displayed in the Whse Stock field (left side of the screen). If the entered quantity is greater than the available warehouse stock, an error message is displayed. Error Message: Qty Entered cannot be greater Whse Stock. You are trying to enter an order to plate/rework a larger quantity than the on hand quantity. Enter a quantity equal to or less than the on hand quantity.

49 To Item Enter the item number that will be received when the From Item is returned from being plated/ reworked. If you are unsure of the complete item number, enter only the first few characters and use the function keys to access the Item File. F1 Display the first item number found in the Item File that begins with the characters entered. F2 Display the first item found in the Item File that has a short name beginning with the characters entered. Once a valid item is displayed, press F3 to view the next item in the file, and F4 to view the previously displayed item. Press Return to accept the item currently displayed. F9 To view the notes/messages for the displayed item. Once the To Item is entered, the To Item Qty Ord is automatically calculated and displayed. Old Cost Adder/Lot The old cost is automatically calculated using the quantity system costing method and unit of measure of the From Item. This field cannot be changed. Enter the cost (up to ) to be added to the lot being received. This figure is used to calculate the New Cost. Adder/Lb Cost Markup% Enter the cost (up to ) to be added to each pound of the new item. This figure is used to calculate the New Cost. Enter the percent by which to increase the cost of the new item (To Item). Enter the figure in decimal format. For example: 10% = 10.0.

50 New Cost The new cost is automatically calculated based on the system costing method of the From Item and entries in the Adder/Lot, Adder/Lb, and Cost Markup % fields. To accept this cost, press Return. If you decide to change the new cost, all entries in the Adder/Lot, Adder/Lb, and Cost Markup % fields are zeroed out, as they are no longer applicable. Error Messages: New Cost<Old Cost - SKIP The cost entered for the plated/reworked item is less than the cost of the original item (From Item). Press Skip to acknowledge the message and continue entering the order. You can change the cost by entering N in the Correct field and then pressing Retuern to move the cursor to the New Cost field. Not Enough Whse Stock Available - Check Whse Stock Tag Commitments - SKIP The current quantity on hand is committed to rework or customer orders. Due Date Comment The default is the sign on date. You can accept this date by pressing Return or enter another date in the MMDDYY or MMDDYYYY format. This field is optional. To leave this field blank and move on to the SELECT field, press the Skip key. SELECT Enter the line number of field entry to edit. To accept the order as it is displayed, press Skip or Return. To add, view or edit plating/rework notes, press the F6 function key. Once this option is selected, you must press F1 to edit notes for the From Item or F2 to edit notes for the To Item. Once you have finished editing or viewing the notes, press CMD to return to this screen. Press CMD-B to exit the notes screen.

51 P.O. No. The next purchase order number and/or line number to be assigned by the system displays in this field. You can accept it by pressing Return. If the Allow Entry of Order Number field in SYS/WCS is flagged with a Y, this number can be manually changed. If the field is flagged with an N, the number must be accepted as displayed. Error Message: PO On File - SKIP The purchase order number entered has already been used. Press Skip to acknowledge this message. Enter another purchase order number. Create Order Line Message? Y Create a note/message for this order. Once you have finished the note/message, press CMD. N You do not want to create a note/message. The information in the following fields is from the Item Master Record (IM/MAI) of the From Item (the item being plated/reworked). The field entries cannot be changed. Avg Cost Weight Pcs/UM Qty Ord On Order Plating/Rework Total on-order On Hand Plating/Rework Whse Stock Total Committed Available Box Case The average cost specified in SYS/IMS. An item s average cost can be based on the average corporate cost (ACC), the average warehouse cost (ACW), the receipt cost (REC), or the replacement cost (REP). Weight per unit of measure Pieces per unit of measure. The quantity on-order to be plated/reworked. The quantity on order for plating/reworking. The total quantity of this item on order. The quantity currently being plated/reworked. The quantity of this item that is in stock at this warehouse. When creating plating/rework orders for this item, the quantity ordered must be less than or equal to the number in this field. The quantity of this item that has been committed. The available quantity of this item. SYS/IMS can be set to include or exclude the quantity being plated/reworked when calculating the available quantity. The box quantity of this item. The case quantity of this item.

52 Bulk The bulk quantity of this item. The information in the following fields is from the Item Master Record (IM/MAI) of the To Item (the plated/reworked item). The field entries cannot be changed. Avg Cost Weight Pcs/Um Qty Ord Remain Value On Order Plating/Rework Total on-order On Hand Plating/Rework Whse Stock Total Committed Available Box Case Bulk The average cost specified in SYS/IMS. An item s average cost can be based on the average corporate cost (ACC), the average warehouse cost (ACW), the receiving cost (REC), or the replacement cost (REP). Weight per unit of measure. Pieces per unit of measure. The quantity on-order to be plated/reworked. The quantity remaining to be plated/reworked. The value of the plated/reworked item. The quantity on order for plating/rework. The total quantity of this item on order. The quantity currently being plated/reworked. The quantity of this item in stock at this warehouse. The quantity of this item that is committed. The available quantity of this item. SYS/IMS can be set to include or exclude the quantity being plated/reworked when calculating the available quantity. The box quantity of this item. The case quantity of this item. The bulk quantity of this item.

53 RECEIVE PLATING/REWORK ORDERS (PLRW/RPR) Use this program to process open plating/rework transactions created through the Place Plating/Rework Orders program (WIP/POP). The entered transaction can be received in full, canceled in full, or partially received. If partially received, the remaining balance can be left on order; or if the quantity was lost, it can be adjusted off or a (gain) adjusted onto the original item sent to plating. If the cost of a plated/reworked item calculated at the time of entry was based on the Old Cost (average warehouse cost of the To Item) plus one or more Adders, the cost is recalculated at the time of receipt to take into consideration any change that may have occurred in the Old Cost. If the cost of plated/reworked item was manually entered at the time of entry (the automatic calculation in the New Cost field was not used), that cost is used at the time of receipt. If you are using Freight Allocation, see page 60. FILES OR PROGRAMS AFFECTED Work in Process Order file Adjustment Register file (deduction of From Item or Gain of From Item in IM/ADJ) Receipts Register file (receipt of To Item in REC/RR) Item file (on hand, on order, committed in IM/MAI) Tag file ENTRY/INQUIRY SCREEN

54 Field To Whse Description Enter the warehouse number, or press CMD-L to select from the list of valid warehouse numbers. To exit the program, leave this field blank and press Skip. Error Message: Invalid Warehouse Or Warehouse Not Available The warehouse number entered is not valid or cannot be selected at this time. Press Skip to acknowledge this message and begin again. Vendor Enter the plating/rework vendor, or press CMD-L to select from the list of vendors. Note: This field is not validated. PO Nbr Enter the current plating/rework PO number. The first line number on the PO automatically is displayed. Error Messages: Cannot Receive Item Without Deducting Something From Item Sent For Reworking Current P.O. Number Entered Does Not Appear To Be Valid. Check That The Current Information Entered Is Correct - SKIP To Re-enter Current P.O. No. This Line Number Is Already Complete - SKIP The platted/reworked item can t be received without deducting a quantity from the on hand quantity of the From Item. Press Return to acknowledge this message. Enter the correct quantity to deduct from the on hand. The PO number specified cannot be found or is for a warehouse other than the one specified in the To Whse field. You have selected a PO number and line number that have already been received complete. Press Skip to acknowledge this message and begin again. From Item The From Item automatically is displayed.

55 Create Loss/Gain First Y Increase or decrease the From Item s onhand plating/rework balance. An example of when this option would be used is if the quantity that was originally received was incorrect. N Leave the onhand balance of the From Item as it is. Note: If you enter Y, the Adjustments From Plating screen is automatically accessed. See further in this chapter for a detailed explanation of the field entries required on that screen. Plating/Rework Qty Using Enter the From Item quantity to be received. To correct the quantity remaining, enter 0 and press Skip. To access the Committed Tags screen, press F7. Plating/Rework Qty Remaining Qty Receiving Old Cost Adder/Lot Enter the From Item quantity still remaining in Plating/Rework (if any). Enter the total quantity being received into stock. The old cost displays and cannot be changed at this time. Enter the cost (up to ) to be added to the lot being received. This figure is used to calculate the New Cost. Adder/Lb Cost Markup% New Cost Enter the cost (up to ) to be added to each pound of the new item. This figure is used to calculate the New Cost. Enter the percent by which to increase the cost of the To Item. Enter the figure in decimal format. For example, = 10%. The new cost is automatically calculated based on the system costing method of the From Item and the entries in the Adder/Lot, Adder/Lb, and Cost Markup % fields. You can accept the new cost of the item being received or change it. Note: Old cost recalculation will always occur during receiving. If the adders display as zero s AND the old cost versus the new cost are different, the new cost will remain unchanged. This indicates the new cost was manually entered and overrides any recalculation. Error Message: From Item Value Is Greater Than Value Material Returning As - SKIP The material returning from being reworked is less than when it was shipped for rework. The value must be at least the same or greater. Adjust either the To Cost or From Cost.

56 Frt Loc If you enter a freight amount, the program asks if freight is to be charged for each receiving line item. See page 60. Enter the location of the item being received. Note: If your system is set to validate location in System Code Maintenance (SYS/WCS), you must enter a valid location. Error Message: Invalid Stock/Bin Location Entered - SKIP to Continue SYS/WCS is set to validate location and the entry in this field has not been set up as a valid location. Press Skip to acknowledge this message and begin again. Is Information Entered Correct? Y Updating Information flashes on the screen and the cursor moves to the following field. N The cursor returns to Plating/Rework Qty Remaining field. Note: If you are receiving a traceable item, the Receiving Traceable Lots screen is displayed. Create How Many New Tags Enter the new of different tags to be created. Error Message: Number of Different Tags To Create Is Greater Than Balance Needed - RETURN You are trying to create more Tags than are needed for the remaining balance. Press Return to acknowledge this message and begin again. Onhand Balance Per Tag Location Enter the onhand quantity per Tag being created. Enter the location the material is to be stored at. Note: If System File Maintenance (SYS/WCS) is set to validate locations, this entry must be a valid location.

57 Information Correct? Y Updates the information N The cursor returns to the Create How Many New Tags field Error Messages: From Item Qty, Using Not Equal Finished Item Qty. Is This Correct? Not Enough Tag Stock Committed On This Item Being Deducted Qty To Adjust From On Hand is Greater Than From Item Has Stock This displays if you are receiving a qty different than the adjusted From Item qty. The quantity committed is less than the quantity received. Press Return to acknowledge this message. Access the Commit Tags for WIP program by pressing F7. The quantity entered as the amount to be adjusted is more than the on hand quantity of the From Item. Press Return to acknowledge this message. Enter the correct quantity to adjust off of the on hand quantity. ADJUSTMENTS FROM PLATING/REWORK - ENTRY/INQUIRY SCREEN The following screen will only be used if you selected to create a Gain or a Loss.

58 Field Creating A Loss Or Gain? Description Enter the type of adjustment you are making. L Creating a Loss reduces the quantity on hand (status 2) of the From Item reduces the order quantity on the To Item (status 1) G Creating a Gain increases the quantity on hand (status 2) of the From Item increases the quantity on hand (status 1) of the To Item Quantity to Deduct Or Add? After you enter L or G in the previous field, the following message is displayed at the bottom of the screen: Enter Qty. To Adjust If Loss Don t Enter Minus Sign(-). Quantity Entered Will Be Added Or Deducted From Remaining Balance. F7 Fix Committed Tags Enter the quantity to add or subtract. Note: Do not enter a plus or minus sign (+, -) in front of the quantity to be adjusted. Depending on the entry in the previous field (Loss or Gain), the system knows if the quantity should be added or deducted. Error Message: Can Not Deduct More Than What s Remaining - SKIP To Re-enter Qty You are trying to deduct a quantity that is larger than the balance. Press Skip to acknowledge this message and re-enter the figure. Comment Tag No. To Adjust You must enter a reason for the adjustment. Enter the Tag number to adjust. The current Tag information is displayed. F8 Access the Buying History screen. Error Message: Invalid Tag No. - Wrong Item No. Or Status To Deduct From - SKIP The tag number entered either does not exist or is for another item. Press Skip to acknowledge this message and re-enter the number.

59 Is Information Correct To Do Adjustment? This field gives you the opportunity to change any of your entries before the adjustment is made. Y Makes the adjustment using the information provided and returns the cursor to the Receipts From Plating/Rework screen. N Returns the cursor to the Creating a Loss or Gain field.

60 FREIGHT ALLOCATION If Freight Allocation is enabled, the following pop-up window is displayed when you first run RPR. If you enter a freight amount, the program asks if freight is to be charged for each receiving line item.

61 The following pop-up window is displayed when the record is completed.

62 LIST PLATING/REWORK ORDERS (PLRW/LPR) The List Plating/Rework Orders program is used to print a report of Plating/Rework transactions and to delete completed Plating/Rework transactions from the Work in Process Order File. Once completed transactions are deleted, they are no longer available to be printed (WIP/PLRW/PPR), listed (WIP/PLRW/LPR), or displayed (WIP/PLRW/PQI, PLRW/PQO). Note: This program can be used in an automated schedule (see page 13). ENTRY/INQUIRY SCREEN Field Warehouse Description Enter the number of the warehouse. For all warehouses, press Skip. To exit the program, press CMD. Include Completed Items? Include Open Items? Delete Completed Items? Y Print open and completed orders on the report. N Print only open orders on the report. Y Print only completed orders (remaining on order balance is 0). N Print open and completed orders. Only open orders will be included on the report. Y Delete all completed orders on the report from the Work In Process file. N Do not delete the completed orders from the Work In Process file. Note: This can only be set to Y if field 02 is set to Y and field 04 is set to N. The cover sheet remains as it was entered; the program will handle this situation.

63 Include Comment Lines? Include Dates Thru Y Print the comment lines on the report. They will print on a separate line. N Do not print comment lines. Enter a date variable or an actual date in MMDDYY or MMDDYYYY format. To include all specified orders regardless of the due/completed date, leave this field blank and press Skip. Include From Item Include Thru Item Enter the range of item numbers to include. To select a valid option from a list box, press F5. For all numbers, press F7. For one number, enter it in both fields. From Item / To Item Sequence Vendor Sequence Include From Include Thru F Print transactions in order by the original item (the From item). T Print plating/rework transactions in order by the plated/reworked item (the To item). Y List the selected orders by vendor. N List each of the selected orders regardless of the vendor. If you entered Y in field 12, enter the range of vendor codes to include. For all vendor codes, press F7. For one code, enter it in both fields. Action Line F1 F9 F12 CMD Accept your answers. Cancel and start over with your original answers in Modify mode. Delete all questions and answers from the Answer file and start over in Create mode. Exit the program without running it.

64 SAMPLE REPORT

65 PRINT PLATING/REWORK ORDERS (PLRW/PPR) The Print Plating/Rework Orders program is used to print original and duplicate Pick Lists for plating/rework orders with a Status Code of either N (NEW) or P (PRINTED). A plating/rework order does not have to be printed in order to be processed (receive, cancel or edit). All eligible orders (those with a status code of N) can be printed or a range of orders can be printed. If the range option is selected, the range is defined by Vendor Codes and purchase order numbers. All orders within the specified range with a Status Code of N or P print. If the warehouse is set to use RF and to pick Rework Orders (SYS/RFS), the order number is prefaced with a P. Plating/rework orders print on pick list forms on the printer specified as the Plating Order Printer in the Printer Assignments. OPTIONS Print Plating/Rework Orders FILES OR PROGRAMS AFFECTED Work in Process Order File (updates Status Code to PRINTED) ENTRY/INQUIRY SCREEN

66 Field Whse Description Enter the warehouse number in which the plating/rework orders exist. To exit the program, leave this field blank and press Skip or CMD. Print All Eligible Orders? Print in (L)ine Or (B)in Location Sequence? Y Print all orders not previously printed N Specify a range of orders to print B Print the item on the pick list in Primary Bulk Bin sequence L Print the items on the pick list in line number sequence. The following four fields display only if the All Eligible Option is not selected. Print FROM Vendor Code Print TO Vendor Code Enter the first Vendor Code in the range. The entry in the From Vendor Code is displayed. You can accept this entry or change it. Note: Only those orders with a Vendor Code that falls into the specified range will be printed. Print from P.O. No. Enter the first purchase order number in the range to print. To include all PO numbers that meet the specifications defined, leave this field blank and press Skip. Print thru P.O. No Continue? Want a Test Pattern? The entry in the from P.O. No. field is displayed. You can accept it or change. Y Print the pick lists as specified. N Exit the program without printing the pick lists. Y Print a test pattern before printing the pick lists. N Print pick lists without printing a test pattern first.

67 INQUIRE PL/RW BY FROM ITEMS (PLRW/PQFI) This program is used to display all To Items and orders for a From Item that is sent out for plating or rework. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse from which to display the item transactions. The CMD Lookup option is available in this field. To exit, leave this field blank and press Skip. Vendor Enter the vendor or press WIP/for all vendors. You can select from a list of vendor codes by pressing CMD-L. From Item Enter the item. You can use the function keys to access items in the Item Master file. Enter the first few characters of the item number, description code, or short name and press the appropriate function key: F1 Search the file based on the characters entered for the FASPAC item number, description code, or cross-reference number. F2 Search the file based on the characters entered for the short name. F3 Scrolls forward through the list once a valid item is displayed. F4 Scrolls back to the previous item.