Solar Product Cutting. Release 8.7.2

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1 Solar Product Cutting Release 8.7.2

2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered trademarks and/or registered service marks of Epicor Software Corporation in the United States and other countries. Epicor Eclipse is a trademark and/or service mark of Epicor Software Corporation. All other trademarks or service marks are the property of their respective owners and should be treated as such. Epicor Eclipse Online Help System This online help system, as well as the software described in it, is provided under license and may be used only in accordance with the terms of the license. The content provided is for informational use only and is subject to change without notice. Epicor Software Corporation assumes no responsibility or liability for any errors or inaccuracies that may be included in this documentation. Publication Date: September 16, 2011

3 Table of Contents Product Cutting Overview... 1 Cut Types... 1 How to Enter Cut Products on Orders... 2 How the System Handles Cut Entries on Orders... 3 Setup Requirements for Product Cutting... 4 Control Maintenance Records... 4 Authorization Keys... 4 Setup Recommendations for Product Cutting... 5 Tagging Products and Price Lines to Allow Cutting... 6 Maintaining Cut Products by Branch... 7 Additional Settings for Cut Products... 8 Selecting Default Branches for Cutting Products... 9 Statuses for Cut Product Work Orders Creating and Editing Cuttable Product Groups What if I have a Central Distribution Branch? Duplicating Product Cuttable Groups Assigning Cuttable Product Groups to Branches Entering Cuttable Products on Orders Changing Quantities on Orders for Cuttable Product Auto Processing Cut Product Orders Cutting Products in Different Branches Scheduling Cuttable Products on Orders Handling Cut Products Using RF Cut Product Statuses in RF Picking and Staging Cut Products Closing Cut Product Orders for RF Using the Cut Product Queue Assigning Cutters to Cut Product Orders Changing Cut Product Order Steps Printing Orders with Cuttable Products Printing Cut Tickets and Labels Index iii

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5 Product Cutting Overview Product cutting allows you to manage products in your warehouse that require separation or cutting prior to delivering to customers, such as wire or pipe. For example, you purchase ten-gauge wire in 500 foot spools, but your customer orders four sets of 150 foot lengths. The system provides a way to track the product, the cutting, and the delivery of the wire in addition to managing the remaining wire. You enter a cut product on an order, the system creates a work order and begins the work order process, and then you can assign cutters and complete the sales order. You must tag the product, the price line, or both to allow cut products before you can add them to an order. In addition, you can assign default values for the vendor so the work orders are processed with the appropriate values for each cuttable product sold to that vendor. You do not have to purchase the Work Order Entry companion product to use the Product Cutting functionality. Cut Types Note: If you use the Product Cutting program for cutting wire, Eclipse recommends using it in conjunction with the Lot Control program. The system supports the following types of cuts on products: Standard - A single type of cut. When added to an order, the product can be cut in individual pieces. For example, a customer orders 100 feet of wire and needs it cut in 10 foot lengths, each wire can be cut on its own, if necessary. Each cut can also be scheduled and shipped separately. Parallel - A cut that must be handled simultaneously with other cuts. For example, a customer orders 200 feet of cable wiring and needs it cut in 20 foot lengths. Cable wiring is a bundled wire, meaning each cut must contain a red, yellow, and black wire and the cuts must be exactly the same length. Each of these red, yellow, and black wires must be cut together to ensure the lengths are consistent and kept together as a bundle for shipment. Review the following topics prior to adding cuttable products to orders: Setup Requirements for Product Cutting Tagging Products and Price Lines to Allow Cutting Assigning Defaults for Vendors' Cut Products 2011 Epicor Software Corporation. All rights reserved. 1

6 Solar Product Cutting Rel How to Enter Cut Products on Orders Epicor Software Corporation. All rights reserved.

7 Rel Product Cutting How the System Handles Cut Entries on Orders 2011 Epicor Software Corporation. All rights reserved. 3

8 Solar Product Cutting Rel Setup Requirements for Product Cutting Following are the control maintenance records and authorization keys used for Product Cutting. For further settings to review prior to adding cut products to orders, see Additional Settings for Cut Products. Note: If you use the Product Cutting program for cutting wire, Eclipse recommends using it in conjunction with the Lot Control program. By using lot control, you ensure that parallel cuts are kept together through the entire sales order and work order process. Control Maintenance Records Cut Product Label Settings Cut Product Return Branch View Lot Cut Ticket and Cut Label Printing Options Default Work Order Process Steps For Cutting Products Method for Calculating Process Qty For Work Orders Valid Vendor Work Order Processing Codes Authorization Keys OE.CUT.TAG.EDIT WHSE.INPROCESS.EDIT Epicor Software Corporation. All rights reserved.

9 Rel Product Cutting Setup Recommendations for Product Cutting When using the Product Cutting program, if you have defined the product or the line as cuttable then we recommend having Lot Control turned on at each branch selling those products. By using lot control, you ensure that parallel cuts are kept together through the entire sales order and work order process. In addition, when you are cutting products, you most likely deal with remnant quantities. We recommend setting the location status to Remnant for these pieces so your inventory manager can handle these pieces according to your warehouse procedures, using remnants for order fulfillment when possible, and relieving the inventory based on the cut size needed. Important: If you are using Eclipse Forms, you must add Cut Tickets to the valid list of forms Epicor Software Corporation. All rights reserved. 5

10 Solar Product Cutting Rel Tagging Products and Price Lines to Allow Cutting Before you are able to add cut products to an order, you must flag your cuttable products and any price lines that contain cuttable products. Setting a price line to allow cutting, indicates that all products in that line can be cut. However, the system uses standard hierarchy rules to determine the status of a line and settings at the product level override settings set at the price line level. Because these rules still apply, you can have a price line set to allow cuts, but tag individual products in that line to not allow cuts. If you have a branch that cannot cut items on site, you flag the branch to indicate that it does not cut products. Items are then cut at the appropriate branches and then, depending on your warehouse setup, either transferred to the branch selling the item or direct shipped to the customer. Note: To set projected inventory level percentages or quantities for remnants, see Adjusting Additional Inventory Parameters in the Forecasting documentation. To tag a product to allow cutting: 1. From the Maintenance menu, select Product to display the Product Maintenance window. 2. In the Product ID field, enter the product for which you want to allow cutting. 3. In the Cut Product field, select one of the following: Allow Cut - Users can add this product to an order for cutting and shipping. Do Not Cut - Users cannot cut this product, although the product can still be added to an order. Use Price Line - This is the default. The system uses the price line setting. Note: If your company processes cut products using remnants, adjust the appropriate product files as needed to account for remnants when calculating the projected inventory level. For information about managing remnant locations, see Assigning Products a Remnant Location Status in the Warehouse documentation. 4. Save your changes and exit the window. To tag a price line to allow its products to be cut: 1. From the Maintenance > Price Maintenance menu, select Price Line to display the Price Line Maintenance window. 2. In the Price Line ID field, enter the price line for which you want to allow cutting of the line's products. 3. Select Cut Product Price Line. 4. Save your changes and exit the window Epicor Software Corporation. All rights reserved.

11 Rel Product Cutting Maintaining Cut Products by Branch You can tag products, such as wire, to allow cutting. However, you may need to sell cuttable products in bulk instead, such as by the reel. Use Branch Cut Product Maintenance to indicate how you want to sell the cut products and which units of measure do not require cutting. You can disable cuts for specific units of measure and select which branches are not set up, or allowed, to cut a product. To disallow cuts at a branch: 1. From the Maintenance menu, select Product to display the Product Maintenance window. 2. In the Product field, enter the product for which you need to disable cutting. 3. From the Additional Data menu, select Branch Cut Maintenance to display the Branch Cut Product Maintenance window. 4. From the File menu, select Insert Branch. 5. At the prompt, enter the branch or territories you want to manage and click OK. The system sorts using standard branch hierarchy rules. 6. For each branch or territory, use the Cuts Allowed column and select one of the following: Yes - Allows the branch or territory to cut products on site. No - Does not allow cuts at the branch or territory. Assign to branches or territories that are unable to cut products on site. Prompt - Requires users to answer a prompt for the cut product entered on an order indicating if the product needs to be cut. The system checks the minimum sell quantity when branch is set to Prompt and if the product is not selected to cut, such as selling an entire reel. 7. Exit the screen to save your changes. To disable cuts for units of measure: 1. From the Maintenance menu, select Product to display the Product Maintenance window. 2. In the Product field, enter the product for which you need to disable cuts for a unit of measure. 3. From the Additional Data menu, select Branch Cut Maintenance to display the Branch Cut Product Maintenance window. 4. In the Disable Cuts for the Following Units of Measure area, enter any units of measure that do not require cutting, such as rl (reel) or st (sheet) as defined in the UM Defaults area on the Product Maintenance window. Note: The unit of measure must be entered in Product Maintenance in the UM Defaults area. For more information, see Setting Units of Measure for Product Records. 5. Exit the screen to save your changes Epicor Software Corporation. All rights reserved. 7

12 Solar Product Cutting Rel Additional Settings for Cut Products Before adding cuttable products to an order and after tagging products and price lines for cutting, consider the following additional settings: Vendor ID for Cut Products - When the system processes an order with cut products, it creates a work order in the background. Use Cut Product Maintenance to set a work order vendor to use for the work orders dealing with cut products. Generally, a work order vendor is only used for these types of work orders and is a placeholder only. The vendor name does not display on any work or cut tickets. To create a work order vendor, or placeholder vendor, for your company, see Vendor Maintenance to create a new vendor record. Ship Via(s) for Auto Processing - When a cut product process needs to be fulfilled immediately, you need indicate which ship vias to use. For example, if you cut your own products on site, you may set up a ship via called Cut Now and set that ship via up for auto processing. Enter Cut Now each time an order should be immediately processed. If the sales order has a status of Ship On, Ship When Avail, or Ship Complete, the system looks to see if the ship via is an auto processing ship via, and processes the order accordingly. Note: Any order processed automatically, using the designated ship via, bypasses the Cut Product Queue, prints the Cut Ticket and moves the work order to Complete. Launch Cut Product Window Automatically - When you enter a cuttable product on an order, you can decide whether to have the Cut Product Entry window display automatically. To apply additional settings for cut products: 1. From the Maintenance > Product Additional menu, select Cut Product Maintenance. 2. In the Vendor ID for Cut Products field, enter the vendor to use for work orders with cut products. 3. In the Ship Via(s) for Auto Processing field, enter the ship via to use when automatically processing orders with cuttable products. Use the Multiple button to assign more than one ship via. 4. In the Launch Cut Product Window Automatically field, indicate if you want to launch the Cut Product Entry window automatically when a cuttable product is added to an order. 5. Save your changes and exit the window Epicor Software Corporation. All rights reserved.

13 Rel Product Cutting Selecting Default Branches for Cutting Products Depending on how your warehouse is set up, you can define where the cutting of products is done physically. For example, smaller companies may choose to cut their own products at each branch, while larger companies may have a cutting station set up at the central warehouse that cuts all products for all branches. Note: The system displays only those branches and territories that you are authorized to view. To select a default branch for cutting: 1. From the Maintenance > Product Additional menu, select Cut Product Maintenance. 2. From the Options menu, select Cut Branches to display the Cut Branch Maintenance window. 3. In the Br/Tr/ALL field, enter the branch, branches, or territories for which you want to cut products. 4. Use the following columns to set the cutting branch for each branch with cut products enabled: Column Branch Description (View Only) A list of branches set up for your company. The system pulls the branch list based on what is set in Branch Maintenance. Note: The system displays only those branches and territories that you are authorized to view. Cutting Branch Default Branch Select which branch can cut products for the branch in the Branch column. Use the Multiple button to add more than one branch allowed to cut products. Indicate which cut branch to use as a default when adding cut products to an order for the branch in the Branch column. Note: This branch always displays even if the user is not authorized. The user may need to change the Branch field on the order based on permissions. For example, you house all your copper piping in your central warehouse which is branch 2. However, you can ship the pipe in any length. Branch 3 can also cut pipe, but you prefer not to incur the cost of shipping. You set the Cutting Branch column for your branches and enter both branch 2 and 3 to allow cuts. However, you set the Default column to 2 so most of the cutting is done in that branch. 5. Save your changes and exit the window Epicor Software Corporation. All rights reserved. 9

14 Solar Product Cutting Rel Statuses for Cut Product Work Orders When you add cuttable products to sales orders, the system creates work orders to cut the products and complete the sales order. Work order statuses directly relate to the work orders that the system creates for the cut products you add. The system uses the following statuses for work orders in the Cut Product Queue: Open - The work order is ready to be assigned for cutting and moved to the next process step. In Process - The work order is ready for cutting and has a cutter assigned. The system checks availability and location information when setting the status to In Process. If the item is not available in the location or in the amount required, the system displays a message that you are over committing the product. In addition, the system prints a Cut Ticket and any Cut Labels required for the product. Complete - The work order has been cut, bundled, and staged for shipping, depending on your warehouse procedures. The system can then process the sales order to which the work order is tagged. Use the Default Work Order Process Steps For Cutting Products control maintenance record to select which status the system should use as a default on work orders for cut processes. The system validates the entries in this control maintenance record against those set in the Valid Vendor Work Order Processing Codes control maintenance record Epicor Software Corporation. All rights reserved.

15 Rel Product Cutting Creating and Editing Cuttable Product Groups A group is a way to define whether cuts are parallel cuts or standard cuts. In addition, define cuttable branches for particular cuts. You can also use groups to bundle products together for parallel cuts. If your business is not a central distribution warehouse, we recommend creating only two groups: one standard cut group and one parallel cut group. Leave both set to use the ship branch as the default cut branch. Then assign both of these groups to each branch in the system for most kinds of cuts. This setup generally covers all cut types. We recommend creating several groups to meet your business needs. Decide how many parallel cuts you could have on a single order. In order to keep the parallel cuts together, but have multiple parallel cuts on an order, you need a different group for each cut. If you add the same line item in a parallel group with different cuts or lengths to an order, the system prompts you to either fix the values or create a duplicate group. To create a cuttable product group: 1. From the Maintenance > Product Additional menu, select Group Cut Maintenance. 2. From the Options menu, select Group Maintenance and click New. 3. In the Enter New Group Name field, enter a title for the group that you want to create and click OK. 4. If you want to use the shipping branch as the cutting branch, select Use Ship Branch Default as Cut Branch. Otherwise, in the Cut Branch field, indicate which branch should cut product for your orders when you select this group in order entry. By default, this check box is selected. We recommend accepting the default. 5. Select the check box in the Enable column to mark the group as either Cut or Parallel. 6. Save your changes and exit the window. To edit a cuttable product group: 1. From the Maintenance > Product Additional menu, select Group Cut Maintenance. 2. In the Group Name field, enter the group that you want to edit and press Enter. 3. Update group details as needed. 4. Save your changes and exit the window. What if I have a Central Distribution Branch? If you have a central distribution warehouse, you may have a single branch that makes specific kinds of cuts for you. For example, the central distribution branch may be the only branch setup to cut 15-inch diameter cement pipe or 2-gauge wire due to the cutting implement required. In this scenario, you require the cutting branch to be different from the shipping branch. To set a different cut branch from the shipping branch: 1. From the Maintenance > Product Additional menu, select Group Cut Maintenance. 2. From the Options menu, select Group Maintenance and click New Epicor Software Corporation. All rights reserved. 11

16 Solar Product Cutting Rel In the Enter New Group Name field, enter a title for the group that you want to create and click OK. 4. Deselect Use Ship Branch Default as Cut Branch. 5. In the Cut Branch field, enter the branch at which cutting should be done. 6. Save your changes and exit the window Epicor Software Corporation. All rights reserved.

17 Rel Product Cutting Duplicating Product Cuttable Groups If you need to order and cut products in parallel groups, such as bundled wire, you may need to duplicate a cuttable product group. The system requires that each parallel cuttable group stays together throughout the order entry, cutting, and the work order process. Therefore, each parallel cut, on a single order, must have a unique cuttable group assigned. For example, if you have two sets of parallel products on a single sales order or transfers, you need a unique parallel group for each set so you can schedule each set according to the customer's requirements on the order. To duplicate a cuttable group: 1. Display a current order for which you need to duplicate the product group. 2. Select the cut product line item, then from the Line Item menu, select Cut Product Entry to display the Cut Product Entry Window. 3. Enter the line item you want to copy with the parallel group assigned. 4. On the next line item enter the same item with the updates cuts or lengths and select the same parallel group. 5. The system displays the following prompt. Choose the last selection and click OK. The system adds the group name with an asterisk followed by a sequential number starting with 1 as the first copy, such as ProcureGroup*1, to the group selection lists. 4. Select the new group to use. 5. Save your changes and exit the window Epicor Software Corporation. All rights reserved. 13

18 Solar Product Cutting Rel Assigning Cuttable Product Groups to Branches After creating cuttable product groups, assign the groups to branches, to indicate which groups can be used in order entry based on the order's shipping branch. Generally, warehouse managers set up cuttable groups once and do not need to manage them again. However, you can adjust these settings, if needed. If a group is not assigned to a branch, users do not see that group in the selections on the Cut Product Entry window. To assign a cuttable group to a branch: 1. From the Maintenance > Product Additional menu, select Group Cut Maintenance. 2. From the Options menu, select Group Assignment. The system displays the branches in your company for which you are authorized to change settings along with their current selections. 3. In the Br/Tr/ALL field, enter the branch, branches, or territories for which you want to assign a group. You can only view branches for which you are authorized. 4. Use the Selection and Default columns to indicate which groups are enabled for use at that branch. Note: A default setting is required. Users may select any valid group while in Cut Product Entry. The system automatically assigns a group to products on line items in Cut Product Entry, but can be changed, if needed Epicor Software Corporation. All rights reserved.

19 Rel Product Cutting Entering Cuttable Products on Orders Product cutting allows you to manage products in your warehouse that require cutting prior to delivering to customers, such as wire or pipe. When you enter a cut product on an order, the system creates a work order and begins the work order process, and then you can assign cutters and complete the sales order. Note: You do not need the Work Order companion product to use Solar Cut Product programs. If you do not have the Work Order product, you can edit cut product orders from the Cut Product Queue. The system checks for remnants in the warehouse when completing an order for cuttable products. For example, a customer places an order for 10 lengths of 25 foot wire. You purchase the wire in 200 foot lengths and store them in the warehouse. The system checks the warehouse and finds two lengths of wire at 40 feet left over from another product cut in two lots and different locations. The system picks the first cut from the first 40 foot length and the second cut from the second 40 foot length, and then continues to get the rest of the order from a 200 foot length. There are two options to handle cut products. You can auto-process orders and bypass using the Cut Product Queue. Or you can process orders using the Cut Product Queue and manage the products to cut, assign cutters, and change the cut product steps manually. For more information about managing remnant locations, see Assigning Products a Remnant Location Status in the Warehouse documentation. Depending on your setup, you may need to adjust this Inventory Allocation Method control maintenance record to make sure the system selects the right location types. Important: The system auto-processes the order if you place a cut product on a direct sales order or on a transfer order. Also, if you are using Eclipse Forms, you must add Cut Tickets to the valid list of forms. After a cuttable product on an order is placed in an in-process status in the Cut Product Queue, you must have the OE.CUT.TAG.EDIT authorization key to break the tag and make edits to the line on the order. To enter a cuttable product on an order: 1. Create a sales order on which you want to add a cuttable product. 2. In the Qty/Unit and Product Description fields, enter the product that needs to be cut and the total amount of the product you need. Note: Add the total quantity of the finished product and not the components for it. For example, you need 200 feet of electrical wire cut into 50 foot lengths. Enter 200 in the Qty/Unit field on the body of the order. The system checks that the product is set up as cuttable and then either displays the Cut Product Entry window or returns you to the body of the order. To restrict how a cut product should be handled at a branch, see Maintaining Cut Products by Branch. 3. If the system returns you to the body of the order, open the Cut Product Entry window manually. 4. Verify and update the columns, as needed, to indicate how to cut the product. Enter each different cut on an order as a new line item Epicor Software Corporation. All rights reserved. 15

20 Solar Product Cutting Rel Note: Use the Change View menu to display columns not in the default view. Column Select Cuts Length UM Description Select the line items if you need to procure items. Otherwise, leave these deselected. Indicate the number of cuts you need of the total length. For example, you need 200 feet of electrical wire cut into 50 foot lengths. Enter 4. Enter the length of each cut in the Cuts field. For example, you need 200 feet of electrical wire cut into 50 foot lengths. Enter 50. (View Only) The unit of measure by which you measure the Length field value, such as feet or yards, based on the setting in Product Maintenance. Note: If you change the Cuts or Length fields, the system updates the order, but displays an error if the values for the Unit of Measure do not match the Product Maintenance UM information. Product Description Location/ Lot Group Displays the description listed in the product record as entered in the body of the order. You can change the product from this field, if needed. Change the view to display the Location column if you want to set the location in advance. By default, there is no location selection when the order is set to Open. The system assigns a location based on your settings in Location Maintenance when the order advances to In Process. The location displays in the Cut Product Queue. You can override the location in the queue after the work order is in the In Process status. The groups defaults based on the default group defined for the branch. Change the cuttable product group for the line item, if needed. Note: Parallel cut line items with different cuts and lengths of the same product must have different groups assigned. Unit Price Unit Cost Unit COGS GP% Change the price per unit of measure, if needed, for the cut product line item. Change the cost per unit of measure, if needed, for the cut product line item. Change the cost of goods per unit of measure, if needed, for the cut product line item. Update the gross profit percentage for the line item, if needed. Note: The system does not check the Minimum Sell Quantity value if a product is scheduled for cutting. 5. Add any additional cuttable products that you want to add to the order. Enter each different cut on an order as a new line item. For example, in addition to the cuts listed above you want to add a 100 cut. Enter this cut on a new line on the Cut Product Entry window. Note: If you add the same line item in a parallel group with different cuts or lengths, the system prompts you to either fix the values or create a duplicate group. 6. Save your changes and exit the window to return to the body of the order Epicor Software Corporation. All rights reserved.

21 Rel Product Cutting Note: An indicator on the status bar at the bottom of the order displays for the cuttable line item. The indicator only displays when you select that line item. Double-click this icon to access the Cut Product Entry window. 7. Add additional products to the order, if needed. 8. Save your changes and exit the window. When you exit to save and create the order, the system creates a work order to cut the appropriate products. To manage the work orders, see Using the Cut Product Queue. Changing Quantities on Orders for Cuttable Product If you change the quantity on a non-cuttable product, such as a reel of wire, to a different quantity to be cut, the system prompts you for confirmation. For example, each reel of wire contains 200 feet of wire. Initially, this is the quantity the customer wants. However, they change their mind and need 300 feet of wire cut into 100 foot sections. So, you change the quantity to 3 each and are prompted: "Do you need to cut this product?" Click Yes and the system displays the Cut Product Entry window. More Options for Cut Product Entry The following are more options from Cut Product Entry: To... add a comment for the cuttable item to the sales order change the view and see other columns, such as Unit COGS or GP%. review changes made on the cut products added to the order manage locations for the cut product adjust ship quantities or ship dates change requirement dates change quantity types or shipping branches view tagged order information cut products at different branches return cut products Select this menu... Edit > Add Comment The system adds the comment to the order underneath the product description. View > Change View File > Change Log File > Location Maintenance For information about managing remnant locations, see Assigning Products a Remnant Location Status in the Warehouse documentation. Edit > Line Item Scheduling Edit > Line Item Scheduling Edit > Line Item Scheduling Edit > Line Item Scheduling Edit > Procurement Edit > Procure Multiple Items Edit > Edit Order 2011 Epicor Software Corporation. All rights reserved. 17

22 Solar Product Cutting Rel Auto Processing Cut Product Orders For branches that do their own cutting for an order and have it processed immediately on site, you can set the ship via for an auto-process, such as Pickup Now, for those branches. The system processes these orders automatically when the sales order status is at Invoice or PickUpNow and the ship via is set to the correct status for auto processing. Enter the ship via to use when a cut product process needs to be fulfilled immediately. For example, if you cut your own products on site, you may set up a ship via called Cut Now. Enter Cut Now each time an order should be immediately processed. If the sales order has a status of Ship On, Ship When Avail, or Ship Complete, the system looks to see if the ship via is an auto processing ship via, and processes the order accordingly. Note: Any order processed automatically, using the designated ship via, bypasses the Cut Product Queue, prints the Cut Ticket, and moves the work order to Complete. If you are using an RF Warehouse, the system also bypasses the RF Warehouse In Process Queue. When transfers containing cut products have work orders created for them, the work orders automatically and immediately process if the ship via on the shipping generation of the transfer is an auto-process ship via. A work ticket prints for the processed work order. The associated transfer s shipping generation remains in an open status. For orders that do not need immediate processing or have a long lead time, enter the cut product on an order with the appropriate require date. Then, the warehouse manager can handle the incoming cut orders through the Cut Product Queue and advance the order or assign a cutter, as needed. Important: If you are using Eclipse Forms, you must add Cut Tickets to the valid list of forms. To set an order for auto-processing: 1. From the Maintenance > Product Additional menu, select Cut Product Maintenance. 2. In the Ship Via(s) for Auto Processing field, enter the ship via to use for processing orders automatically. By setting this field, any time you use this ship via on an order, the system automatically creates a work order to process the cut product and advances the order to Complete for cutting. Generally, these orders are Pick Up Now orders which bypass the Cut Product Queue for immediate processing. 3. Save your changes and exit the window Epicor Software Corporation. All rights reserved.

23 Rel Product Cutting Cutting Products in Different Branches To cut a product in a different branch from the branch from which you are selling, you need to go through the procurement and transfer process in the system. When you procure a cuttable product, you are actually transferring cut product from one branch to another. You do not procure cut product from an outside vendor. If the shipping branch is not valid as defined in Cut Branch Maintenance, then the system expects a procurement and does not allow you to leave the sales order until you create a procurement transfer. To cut a product in a different branch from the selling branch: 1. Create or display the order on which you need to procure a cuttable product. 2. From the Line Item menu, select Cut Product Entry and enter the cuttable product information. 3. Do one of the following: Note: You must procure the entire quantity on a line item. You cannot procure a partial cut. To... procure a single item procure more than one item Do this In the Select column, select the check box for the line item you need to cut in a different branch. 2. From the Edit menu, select Procurement to display the Line Item Procurement window. 3. In the Procure Qty field for each line item, indicate how much of the cut product needs to be cut at a different branch. 4. Complete the procurement process for a single procurement and return to the sales order. 1. In the Select column, select the check box for the line items you need to cut in a different branch. 2. From the Edit menu, select Procure Multiple Items. 3. At the prompt, indicate if you are procuring only the items selected, or if you want to procure by group. 4. In the Procure Qty field for each line item, indicate how much of the cut product needs to be cut at a different branch. 5. Complete the procurement process for procuring multiple items and return to the sales order. Note: Procuring by group transfers all line items that are assigned to the group you enter regardless if the check box is selected. 5. Open the Transfer Confirmation Queue to verify the transfer information Epicor Software Corporation. All rights reserved. 19

24 Solar Product Cutting Rel Scheduling Cuttable Products on Orders The Line Item Scheduling window provides the same opportunities to adjust your cuttable order, as other orders, such as adjusting receiving dates or statuses. In addition, cuttable products follow the standard scheduling rules that other products on sales orders, transfer orders, and purchasing orders do. If you are handling parallel cuts, a change to one portion of the cut changes all pieces of the cut. Also, restrictions apply if the work orders are already in process to ensure that tags are kept intact. Note: If an order is reopened and a new parallel cut is added to the order, the system cancels the first work order and creates a new work order to include the new cut. You can do the following: To... adjust shipping quantities change shipping or requirement dates view tagged order information change quantity types change shipping branches Then... The system prompts you if you try to change to a multiple cut that does not match the original cut length, such as "Must ship a multiple of Cut Length 10 feet." Your ship quantity cannot exceed the quantity ordered. Any change to a parallel item changes all pieces and cuts for that item. If you update the shipping date for each order or order generation, all parallel cuts must be on the same generation. If you change the required date on a sales order, the system updates the required date on the tagged work order containing the cut product. Select Inquires > View Tag Order. The system displays the work order in view-only mode. The system may prompt you to make a change, but the system requires a tag to a work order when using cut products. The system prompts you, if no zone is setup in Zone Maintenance, for the location information. Any tags created display in Product Location Maintenance. Change the line item type. S - Stock F - Defective O - Overshipment E - Exceptional R - Review L - Display T - Tagged The system notifies you that you are about to change a quantity on a tagged order. Depending on your warehouse setup, the system may prohibit the change. The shipping branch may need to equal the cutting branch. For more information, see Selecting Default Branch for Cutting Products Epicor Software Corporation. All rights reserved.

25 Rel Product Cutting Handling Cut Products Using RF Cuttable products can be handled if you use an RF (radio frequency) warehouse setup. In an RF environment, cut products are added to orders as all other product types. The system adds the material and opens a work order. In addition, the system tags that work order to the sales order indicating that the tag must be completed to complete the sales order. View the tag on the Line Item Schedule screen in the Location/Lot/Tag column. Cut Product Statuses in RF In the warehouse, the product cutter receives the order to do work through the Cut Product Queue. When the cutter determines what products need attention and advances the work order to In Process, the system creates an RF In Process record in the Warehouse In Process Queue based on the pick location of the products and is set to "Picking." The system also prints a cut label or a cut ticket, depending on the set up. The user assigned as the cutter for the order is automatically assigned as the picker on the cut ticket. When an order moves to In Process, the system locks the order so that no changes can be made. If a user tries to change something, such as the cutter, location, or step, then an error message displays. A user must have the WHSE.INPROCESS.EDIT authorization key assigned to continue and edit the order. Picking and Staging Cut Products If there is more than one cut to perform, the work order displays in the Warehouse In Process Queue with each cut as its own generation in the status of Picking. The system uses the same RF picking and staging process: RF Picking Screen - The user ID is the same as the cutter as indicated on the Warehouse In Process Queue. The user selects the order to pick and cut and exits the screen to the Pick In Process screen. The system also handles RF through the Picking Select screen. For more information about picking products, see Selecting Orders to Pick. Pick In Process Screen - The system verifies the product, location, and lot number and scan the tote. The user cuts the product, per instructions. If a user scans the tote without cutting the product, the system accepts that you have already cut the product. Staging Screen - Displays the order number and the tote number selected. The user scans a location where the material should stay until picked up or scheduled for delivery. Note: The RF gun indicates if the cut is a standard cut, such as 1@500, or a parallel cut, such as Parall:1@10ft, by highlighting the message in red on the picking screen. When staging a work order that contains cut products, the system validates the location in RF Staging against the setting in Zone Maintenance. The location displays on the RF Staging screen. This location serves as the put-away location on the receiving generations of the work order and updates to the sales or transfer order to which it is tagged. Closing Cut Product Orders for RF All picks / cuts on an order must be completed before you can close the order. When completed, the system marks the work order completed all related RF processes are closed out, including closing the receiving portion of the work order. The staging location is also the pick location for the user who picks the completed sales order Epicor Software Corporation. All rights reserved. 21

26 Solar Product Cutting Rel For information about RF Warehouse details, see the RF Warehouse Management Overview for descriptions and direction to documentation Epicor Software Corporation. All rights reserved.

27 Rel Product Cutting Using the Cut Product Queue The Cut Product Queue provides a snapshot of the orders in your system that still require work with cut products. A warehouse manager assigns users to orders that have products to cut, advances orders to the next steps as work completes, and accesses associated work and sales orders for more information. Note: Orders marked for auto-processing do not display in the Cut Product Queue. To... Do this... display the queue 1. From the Orders > Queue menu, select Cut Product Queue. 2. In the Branch/Territory/All field, enter the branch, branches or territories to display. 3. In the Step field, enter the step for which to display orders, such as Open. To display all orders in an active status, leave this field blank. To display only completed orders, enter Complete in the Step and click Update. The system displays only completed orders. Then, re-display the queue in the Step field, enter a new step or leave blank and click Update. 4. In the Cutter field, enter the cutter for which to display orders. To display all orders, leave this field blank. 5. In the Status field, enter the status to limit the queue to only orders currently in that status, such as W - Call When Specified. 6. Select an Order Type and a Branch Type. 7. Click Update. Note: To display summary information for this queue at all times, add a Cut Product Queue widget to your Solar Eclipse main window. sort the queue assign cutters change steps update or view locations Click the column header to sort alphabetically by that column information. Select workers and assign them to cut products on an order. A cutter receives a Cut Ticket when an order advances to In Process giving them the precise cuts and lengths required for an order. From the Edit menu, select Advance to Next Step or Go Back to Previous Step. After a cuttable product on an order is placed in an in-process status in the Cut Product Queue, you must have the OE.CUT.TAG.EDIT authorization key to break the tag and make edits to the line on the order. From the View menu, select Change View to display the Location column. You can manually select the pick location for the cut product, if the order is set to Open. If you do not select a location, the system assigns a location based on your settings in Location Maintenance when the order advances to In Process. The location displays in the queue. Note: The location can be overridden in the queue once the work order is in the In Process status Epicor Software Corporation. All rights reserved. 23

28 Solar Product Cutting Rel To... change views Do this... From the View menu, select Change View to select different columns on the queue to best suit your needs: Date / Product Desc / Step / Cutter / Status - This is the default. Ship Via / Customer / Step Ship Via / Product Description / Step Require Date / Customer / Product Description Date / Product Description / Step / Location Note: The system always display the Process, Ship Br, and Order # regardless of the remaining column views selected. automatically refresh the queue From the Selection menu, select Auto-Update. At the prompt, indicate how many minutes after which you want the queue to refresh. toggle displayed information between ship branch or price branch Note: We recommend leaving the auto-update turned off, if you use the queue for longer periods of time as the refresh does not auto-save and it is possible that you may lose your work. In the Select Branch area, select Ship Branch or Price Branch and click Update. purge the queue Close the Cut Product Queue. From the Maintenance menu, select Merge/Purge > Purge Cut Product File Queue. The system opens the merge/purge program in the character-based system, login if needed. Enter the number of days to retain in the queue and press Alt-B to begin the purge. A computer interface that displays only letters, numbers, and symbols. The original Eclipse system uses this type of interface. The Solar Eclipse system uses a graphical user interface (GUI), which displays graphics and allows users to fully navigate the interface with a mouse. Use the character-based Eclipse system to complete tasks that you cannot complete in Solar Eclipse Epicor Software Corporation. All rights reserved.

29 Rel Product Cutting Assigning Cutters to Cut Product Orders When you are ready for product to be cut, assign the users who actually cut the product to the order to keep track of work load. A warehouse manager can assign users to orders that have products that need to be cut and a cutter receives a Cut Ticket when an order advances to In Process giving them the precise cuts and lengths required for an order. There is no authorization required for who can cut products. The system depends on user-roles defined by your company and assignments by your warehouse manager. Generally, users do not assign themselves to cut products. The system does not provide notification when the manager makes the assignment. Your warehouse procedures determine where and when cutters pick up their assignments for the day. Note: Depending on your warehouse setup, your shipping label prints at the same time as the Cut Ticket. To assign a user to make cuts: 1. Display the Cut Product Queue. 2. Sort the queue by order, date, or product, depending on how you prefer to assign cutters. 3. Select the check boxes to select the orders you want to assign. Note: There can be multiple cuts per order. Make sure you select all the cuts for the range you are assigning. To select a range of line items, select the first row, press Ctrl and select that last row. 4. From the Edit menu, select Assign User. 5. At the prompt, enter the user to whom you want to assign the cuts. The system refreshes the queue with your updates or from the Edit menu, select Refresh. 6. Save your changes and exit the window. Note: The system does not automatically save your changes Epicor Software Corporation. All rights reserved. 25

30 Solar Product Cutting Rel Changing Cut Product Order Steps When you start work on a cut order, or need to change the cut order's steps, use the Cut Product Queue. You can move an order forward to the next step or backward to the previous step. Note: Orders marked for auto-processing do not display in the Cut Product Queue but have a work order created and completed immediately in the system. To change a cut product order step: 1. Display the Cut Product Queue. 2. Select one or more orders for which you want to change steps. 3. From the Edit menu, select one of the following: Advance to Next Step - Move the cut product's work order to the next defined status. The system uses the order defined in the system to advance the order to the next step. You cannot skip a status step. Back to Previous Step - Move the cut product's work order back to the step immediately prior to the current step. The system uses the order defined in the system to back up to the previous step. You cannot skip a status step. Note: An order may be backed up from In Process to Open. However, when the order is advanced to In Process, the cut ticket reprints. 4. Save your changes and exit the window Epicor Software Corporation. All rights reserved.

31 Rel Product Cutting Printing Orders with Cuttable Products The following types of documents print automatically when using cuttable products. Note: We recommended mapping the printer you are using for Cut Tickets and Shipping Labels to your warehouse printer. Document Description When It Prints Cut Tickets "Pick tickets" for cuttable items. Similar to a work ticket, this document prints to give the cutter in the warehouse instructions for cutting products, such as wire or pipe. The system prints a cut ticket when the order advances to In Process. For parallel cuts, the cut ticket indicates which cuts stay together. Note: By default, the system prints to the local printer first and then follows the normal flow for printing for the process. Cut Labels Yard Tickets Routing Tickets Labels to put on products that have been cut. Similar to work tickets, but are pulled from the inventory yard using a forklift. Yard tickets usually print on different printers, so they are treated as separate tickets. Print in an RF environment, if the site needs to view orders even though they are picking via RF. For example, they may need to see how you are going to pack your trucks and therefore, the route the truck takes for that day. Important: There are options to manual print cut tickets, however, the system does not check availability when printing cut tickets manually. The system makes the cut ticket available to print as soon as there are cut items on an order. The system prints items when the work advances to In Process. For parallel cuts, the cut ticket indicates which cuts stay together. Use Ctrl-L to print a label manually, if needed, to print either the current cut product's label or cut labels for all cut products on the order. The system prints a yard ticket when the order advances to In Process. For more information, see Building Manifests for RF Epicor Software Corporation. All rights reserved. 27