Access Supply Chain V7.1.1 Release notes

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1 Access Supply Chain V7.1.1 Release notes Display sales increment and minimum order quantity when adding a sales order We have now improved the message displayed when using the sales increment and minimum order quantity part settings. The quantity is now displayed in the text of the message. Sales Order Increments and Minimum Order Quantities Book into Box via the Mobile Device The Works Order options are now located under their own module 'Works'. A new field has been added to the book in screen on the mobile device. This is present in the Book In only option, and the new option for Issue and Book In.

2 When a Box number is entered into this new non-mandatory field and Book In is selected, the value entered is updated via the API to populate LOT_BOX_NUMBER field in ASC_LOT_TBL and LTU_BOX_NUMBER in ASC_LTU_TBL The field will allow alphanumeric up to 15 characters long The same box number can be used against multiple Book Ins as the box stated could contain multiple products If a user is populating the ASC_API_WOR_TBL manually, not via the mobile device, they will need to populate the column AWOR_BOX_NUMBER. When the update is processed, the relevant fields on LOT and LTU tables will be updated to allow full traceability on the box number Prevent book in of a works order where kit has not been issued on a pro-rata basis. A new parameter option has been added to works order type parameters. The parameter used to say Prior to booking in, kit must be fully issued. This is now set out with 3 radio buttons as follows: If the original parameter was not selected, the radio button enabled will be Kit does not have to be issued. If the original parameter was selected, the radio button enabled will be Kit must be fully issued. The new radio button added is Kit must be issued on a pro-rata basis.

3 If the 1st or 2nd parameter is set, the issue and book in will be as per existing functionality. If the new parameter is set and you are booking in from either Issue and Book In, or Book Into Stock Only, and there is not enough kit issued for the book in to proceed, message Insufficient stock issued for one or more kit items. Booking in is not allowed, will be displayed. Focus will move back to the Good Qty field, so a new value can be entered. The check for insufficient stock will take place at different points depending on if you are using Book Into Stock Only or Issue and Book In. Book Into Stock Only, the check will be carried out when you accept the book in qty. Issue and Book In, you will enter the good and rejected qty and then accept this value. The issue screen will open for all kit items and you will enter a qty to issue. If you enter a qty that is short of that needed to book in the qty stated on the 1st screen, you will get the insufficient stock message and focus will go back to the good qty field on the book in screen, to revise either the good or the rejected qty to that based on the available issued kit. The issued kit will not be reversed and when you enter a new book in value, you will be prompted to issue any further stock that is now available. You should now be able to progress and book in the new qty, provided it is proportional to the issued qty. Please note that any rejected qty will be taken into account in the above process as kit items will have been used on all good and rejected stock. The API process has also been amended to take into account the new order type parameter. Where you have stated a part class to ignore, the item will not need to have stock issued, to book in The function to issue and book in is now available from one option on the Mobile Device. When selecting Issue and Book In, you will need to enter the works order number, good qty, rejected qty, reason code if you entered a rejected qty, and select to auto-calculate issue qty?, and Complete?.

4 The new tick box Auto-calculate issue qty? if selected will default the issue qty for each kit item to that required for the total of book in and rejected qty on a pro rata basis. This tick box is selected by default. The new tick box Complete? if selected will complete the works order once issue and book in is finished. If you only book in part of the total qty for the works order, the order will be completed with this short qty. If you enter a works order that is set to complete, you can book in stock but you will not be prompted about insufficient stock issued as the kit will also be complete. You can over book as per the existing functionality. When you select Issue, the standard issue screens will open with a new Book In option at the bottom.

5 On the issue screen, the 1st kit item will be populated and a suggested lot will be displayed. You can move to next lot for that part or Skip to the next kit item. The issue qty will be that needed to fulfil the total works order qty or that stated as a book in qty when the Auto-calculate issue qty? is selected. When the relevant issues have been made and the Book In button has been selected, the user will be asked for a serial number, location and box number.

6 All 3 fields are not mandatory. The new Box field is alphanumeric and up to 15 characters long. This will be posted to the LOT table and LTU table when the book in is successful. This functionality is also new and was introduced from job When Book In is selected, the posting will take place following system and order type parameter settings. New functionality was introduced under job to prevent booking in when kit has not been issued on a pro-rata basis. If insufficient kit is issued, the message Insufficient stock issued for one or more kit items. Booking in is not allowed will be displayed. Select OK, and focus will go back to the Good Qty field, where you can change the good qty or tab and select the rejected qty. After changing the good or rejected qty, you should now be able to progress and book in the new qty, provided it is proportional to the issued qty. If you need to issue more kit, you can select the Works Order number and scan the number or press enter to start over again with the issue and book in. The issued kit will not be reversed and when you enter a new book in value, you will be prompted to issue any further stock that is now available. If using Auto-calculate issue qty?, the qty will be the remaining qty needed to fulfil the book in qty. A new tick box has been added to item maintenance page 4 so the user can prevent the use of the issue and book in option on the mobile device. When upgrading, all items in the part master table will be updated to have the now tick box Allow material back flushing set. If the user wishes for certain parts not to be available to issue and book in via the mobile device, they will need to un-tick this flag on each item. Where the flag is unset, on scanning a works order, the message Finished product is not setup to allow material back flushing will be displayed. Selecting Ok, focus moves back to the works order field.

7 This flag is available on the part master API, so you can create or amend parts via the API with this flag set or unset Record Box when moving Stock on a Mobile Device It is now possible to specify a box reference when moving stock by Lot, Part or Serial number. This is controlled by a new parameter on the Mobile Device system option, if you select the stock option you will have a new option to select to prompt for the box number, this will need to be set per Mobile Device and will be unset by default. Once this parameter is set you will have an additional field available within the Move stock option for 'Box' this is a non-mandatory field and will allow up to 15 alphanumeric characters. Once a Box number has been scanned this will process the stock movement for the record selected. The box number will be saved against the Lot and Lot Usage record. Important note - if the box number is left blank the record moved will no longer carry a box number and will assume the stock has been moved out of the box. Also if some warehouses are set to consolidated the box number will not be carried through the transaction as you are moving the stock into another lot so it would take on those characteristics.

8 Confirm By Box A new option has been added to the Stock module on the handheld for 'Confirm by Box'. This option allows you to specify the Picknote number, Location and Box number.

9 On scanning your picknote number this will be validated against the Picknotes on the system with a status of 'Printed', if the picknote entered is valid then focus will move to the location field. A valid Location must be scanned or entered this will be a warehouse/bin combination, if this is found to be valid then focus will move to the 'Box' field. The box number is a mandatory field and based on the picknote, location and box combination the system will confirm items matching all 3 values. In summary for the picknote entered the system will try to confirm as much as possible, in order for a qty to be confirmed the lots must exist in the location and box entered. Where the picknote is fully confirmed you will be prompted with a message 'All items completed'. If insufficient stock is found in the location/box combination then the focus will move back to the location field and assume you wish to pick from a different location/box combination, this process will be repeated until all items have been found and confirmed. If at any point you wish to stop the process you have the option to 'End' the transaction you will then be prompted to 'End Complete' OR 'End incomplete'. End Complete - Regardless of the qty confirmed all lines will updated to a confirmed status and the picknote will be assumed complete. End Incomplete - This will leave all lines that haven't been fully confirmed with an unconfirmed status which will allow the user to continue with the picking process at a later point. All items will not be fully confirmed until you receive the message 'All items fully confirmed' any lots you wish to be confirmed must be boxed before you can confirm them. Process for selecting lots to confirm

10 Regardless of part traceability settings all lots will be picked based on the following order, only lots in the scanned location should be checked: Allocated to the sales order Expiry date Lot number Lot unique For each product on the scanned pick note select lots where the part and box number match, where lots are allocated to the sales order on the pick note these should be selected to confirm first. Based on the qty to confirm on the pick note the lots up to this quantity should be moved to the pick location as per standard picking. Where there is insufficient stock due to physical, allocations, held, quarantine etc the amount available should be moved to the pick location. If the full qty to confirm is satisfied the line should be marked as confirmed as per existing functionality, where there is a remaining qty these lines will be left in a printed state. Once a box has been scanned this will go through the confirm process and focus will be move back onto the location field for the next box location to be scanned, followed by the box number field. The lot usage record should have the box number stamped against for the confirm process, i.e. for the stock movement/confirm picknote transaction this will have the scanned box number held against it. This will provide traceability on which box the stock was picked out of. Generation of Box record Once a line is updated to confirmed through this option a box record should also be created. Check for a box header record already existing for the picknote if it does then only the detail lines need to be created. If a header does not exist then this needs to be created with the following information: Pick note number Box number When generating the detail line the following values need to be populated on the Box detail: Link to box header Part Qty confirmed Reverse Confirm by Box Under the current Picknote option there is now the option to Reverse confirm by Box. Select the standard reverse confirm option and a new field will be available. In order to reverse by box you will

11 need to enter a valid picknote and box combination, this will then display all lines that are in that box for the picknote entered. The reverse confirm process with then continue as normal. If you select a different location to reverse the items into this will assume the items have been moved from the box and you will need to scan them into a new box. If you retain the location they were previously in then the box number will be held.