Prophet 21 CommerceCenter 10.5 New Features: Inventory 10.5 New Features suite
This class is designed for Inventory Managers Purchasing Managers System Administrators Company Managers Overview 10.5 New Features relating to Inventory and Purchasing
This course will NOT cover Existing transactions that relate to inventory and/or purchasing Entering Purchase Orders Generating Purchase Requirements Entering Transfers Generating Requirements Receiving Material
Objectives Determine which 10.5 new features should be utilized by your company
Inventory Receipts Alert Notify a customer, employee when material has been received
Purchase Order Entry Alert Keep better control of Purchase Orders
Inventory Adjustment Alert Be informed when inventory is adjusted into the system
Direct Ship Confirmation Alert Notify customer or sales rep when material has been shipped by the supplier
Transfer Entry Alert Be alerted when a request for material has been entered from your location
Save and Restore
Save and Restore
Save and Restore After choosing to Save, message will appear File name = gpor /gpor_run_hdr_uid for the current set of requirements/user_id of the logged in user
Save and Restore After choosing to restore, the system will retrieve a file search
Save and Restore If file is retrieved and saved again, file will be updated with the new changes File name will remain the same even if different user made retrieved and made changes Any user can access file as long as they have access to the folder
Vendor Quotes Enter sales quote Create RFQ from wizard RFQ can be copied to other suppliers with RMB so you can search for the best price Suppliers send in their prices and entered in the system Using the RFQ fast edit, the supplier is selected that will be used for each item on the quote Enter quote prices in Vendor RFQ Fast Edit
Vendor Quotes Costs and supplier are passed to the original sales quote on the Extended Info tab Send sales quote to customer Convert sales quote to an order in the Order Entry window System creates purchase order from the sales order
Vendor Quotes
Vendor Quotes Permissions based on creating RFQs in Order Entry, Purchasing, or Both areas
Vendor Quotes Do you want to have the option to update Supplier Cost in the Item record when creating a purchase order from an RFQ?
Vendor Quotes
Vendor Quotes
Vendor Quotes Enter Delivery Instructions, Carrier Id, External PO Number and more
Vendor Quotes Quotes will be sent where the Include checkbox is checked
Vendor Quotes
Vendor Quotes Retrievable in the Purchase Order Entry window By RFQ Control Number By Purchase Order Number RFQs can be printed/reprinted from Purchase Order Reports
Vendor Quotes
Vendor Quotes After receiving quote back from vendor,if quote is entered, enter quote prices Vendor Fast Edit
Vendor Quotes Purchasing > Maintenance > Vendor RFQ Fast Edit
Vendor Quotes
Vendor Quotes Enter the Supplier Quote Number on the Header tab
Vendor Quotes Line tab Choose to Convert RFQ to PO if order Update PO Cost for Order Enter prices for item
Vendor Quotes Enter Expiration Date on the Vendor RFQ tab
Vendor Quotes RFQ Fast Edit Expired RFQs will not display RFQs can be deleted by RFQ on Header tab or by line item on Line tab It is not necessary to update PO costs or complete the RFQ to convert a quote to an order
Vendor Quotes If Chosen from RFQ Fast Edit, PO Cost and supplier is updated on the order.
Vendor Quotes Purchase Order Entry window Create RFQs Edit RFQs Edited RFQs will be noted on the RFQ document Copy RFQs Only available if NOT linked to a quote/order Convert RFQs to PO
Vendor Quotes
Vendor Quotes
Vendor Quotes
Vendor Quotes
Vendor Quotes Note!! RFQs do NOT affect the quantities required for replenishment
Vendor Quotes
Vendor Quotes
Vendor Quotes Purchasing > Reports
Vendor Quotes System Setup > Transaction > Delete Vendor RFQs
Vendor Quotes Vendor Quotes can be sent EDI.
Bin Enhancements
Bin Enhancements Freeze bins during the cycle count process When Physical Count or Cycle Count is being done on a bin, the bin will be frozen Bin can not be received into or picked from
Bin Enhancements Weight and volumes can be specified for Bins in Location/Bin Maintenance. What UOM is the weight and volume?
Bin Enhancements
Bin Types Bin Types are assigned to Bins and are used to group similar bins together
Bin Types Pickable = Product can be Picked from Bin Putable = Bin is Available for Stocking product
Bin Enhancements
Bin Enhancements Locks can be placed on Bins
Bin Enhancements Pick Locked Bin will not be able to be allocated to If bin is chosen a message will be retrieved Put Locked Will not be able to receive material into Bin If bin is chosen a message will be retrieved
Bin Enhancements Full Flag that bin has reached its capacity Will not be able to receive material into Bin Bin will not be suggested for Putaway If bin is chosen the message A valid Inventory bin must be chosen will be retrieved
Bin Enhancements
Bin Enhancement For instance: Material is received in the back of a warehouse Putaway Zone Pick ticket is printed in front of warehouse Pick Zone
Receiving Zone A Zone B Zone C Bin A100 Shipping
Receiving Zone A Zone B Zone C 1 3 2 2 3 1 Shipping
Receiving Putaway Zone 11 10 7 6 1 4 5 8 3 2 9 12 12 9 8 5 4 1 2 3 6 7 10 11 Pick Zone Shipping
Receiving Putaway Zone 11 10 7 6 3 2 1 4 5 8 9 12 A B C 12 9 8 2 3 6 7 10 11 5 4 1 Bin A100 Pick Zone Shipping
Bin Enhancements Put Away Can be sorted by Putaway Zones and sequences Pick Can be sorted by Pick Zones and sequences Pick Ticket Report
Bin Enhancements
Bin Enhancements
Bin Enhancements
Receiving Putaway Zone 11 10 7 6 3 2 1 4 5 8 9 12 A B C 12 9 8 2 3 6 7 10 11 5 4 1 Bin A100 Pick Zone Shipping
Bin Enhancements
Bin Enhancements Warehouse sequence Every Bin has it s own sequence number Lowest level of sequence Does not pay attention to zones
Bin Enhancements
Bin Enhancements Weight and volume are used to calculate the current bin volume based on capacity When capacity is reached the bin is marked full First picking to take place from bin will deselect the full flag
Bin Enhancements
Master Item Inquiry To Access Press F2 anywhere in the system Click the Right Mouse Button in Order Entry, Secondary Processing, Production Order, and Inventory modules Inventory > Inquiry > Item Master Inquiry
Master Item Inquiry
Master Item Inquiry
Master Item Inquiry Do not X out of the window until you are finished using the master Item Inquiry for the day
RDC Ranking Changes
RDC Ranking Changes
Lot Enhancements Let s say you sell Medical Equipment Lot tracking is used You also want to define the Lots by: Country of Origin Expiration Date Approval Code
Lot Enhancements
Lot Attribute Maintenance
Lot Attribute Maintenance
Lot Attribute Maintenance
Lot Group Maintenance
Lot Group Maintenance
Lot Group Maintenance
Lot Group Maintenance Check Purchase Order if you want PO to print a request for the attribute
Lot Group Maintenance Transaction Types = Sales Order, Production Order, Secondary Processing
Lot Group Maintenance If Max Traceable is NOT checked Max Lot= maximum number of lots you can have for the item at the transaction type Attribute is irrelevant
Lot Group Maintenance If Max Traceable Allowed field is checked Max Lot =Maximum number of specific attribute combinations that can be used Attribute is relevant
Lot Group Maintenance Lot QOH Code A 10 123 B 5 123 C 3 456 D 2 789
Lot Group Maintenance Check Lot Certification ALL lots must have a certification date indicated OR ALL lots must have NO certification date Consistency required
Lot Group Maintenance
Lot Group Maintenance Determine if Lot Attributes should print on the Packing Slip.
Lot Group Maintenance Determine if Lot Attributes should print on the invoice
Inventory Quality Codes Assign Inventory Quality Codes to Lots
Inventory Quality Codes
Lot Enhancements
Lot Enhancements
Lot Documents Attach a document to a specific lot
Lot Documents
Lot Documents Choose to print, fax or e-mail Lot documentation for customers and/or Ship TOs.
Lot Documents Outside Use Lot Adjustment PO Receipts RMA Receipts Inventory Adjustments Secondary Processing Production Order
Lot Documents Indicate on Customer and Ship To record if Lot Documents should print at SHIPPING time.
Lot Documents System will look to the Ship To record, then the Customer record
Documents Link Documents Link tab RMA Receipts Inventory Adjustments Physical Counts Item Maintenance Purchase Order Receipts Lot Adjustments RFQ Screens
Item Maintenance-Link Automate the printing of the document when the item is received or processed.
Base Unit Base Unit = Smallest Unit for an Item
Base Unit If there is ONE UOM with a unit size of 1, the system will make that the base unit If there is MORE than one unit of measure with a unit size of 1, the system will make the first listed UOM the base unit It you have NO units of measure set to a unit size of 1, the system will create one based on your defaults
Supplier Contract Pricing
Supplier Contract Pricing
Supplier Contract Pricing System will first look at the Supplier by Location tab in Item Maintenance for contract number and then will look at the Supplier Detail tab Contract Number will be printed on purchase order
EOQ Minimum and Maximum Values
EOQ Minimum and Maximum Values EOQ Period Minimum If the value falls below the EOQ Period Minimum * Average Period Usage, the EOQ Period Minimum *Average Period Usage will be used as the Order Quantity
EOQ Minimum and Maximums EOQ Period Maximum If the value falls above the EOQ Period Maximum *Average Period Usage, the EOQ Period Maximum * Average Period Usage will be used as the Order Quantity
EOQ Minimums and Maximums
Purge Purchase Orders Hard delete items in the system
Purge Purchase Order
EDI 840 Send- Vendor RFQ 843 Rec- Response on RFQ 855 Rec- Po Acknowledgement 856 Rec- PO Advanced Ship Notice 870 Rec- PO Update
EDI 840 Send Request for Quotation Based on Vendor RFQ
EDI 843 Receive Response to Request for Quotation Based on Vendor RFQ sent via 840 Response on pricing and availability Response updates the RFQ and can be viewed as discussed in RFQ process
EDI 850 Send Purchase Order schedules will now be added to the 850 Send Item Notes have been added to PO Export
EDI Update prices automatically from 855 (Purchase Order Acknowledgements) and 870 (Order Status Updates)
EDI 856 Advanced Ship Notices
EDI Ship Days added to the Vendor Ship Date will be the value used to automatically update the Expected Date
EDI
EDI Open Purchase Order Report Will now display the Vendor Ship Date along with the Expected Date and Required Date
EDI
For More Information CommerceCenter Help File Visit Prophet 21 on the web: www.p21.com View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Email Consulting Services: consult-sales@p21.com Email Professional Services Sales: pss@p21.com