Roles - PS Apparels

Report
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PSA / ARX ERP
Training Manual
Version 1.0
9 Dec 2014
For more information, contact EDP
edp@kel.psagroupindia.in
or
Matt Wennersten +91 95000 35312
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Before you Begin
• Make sure you have a web browser, e.g.
– Internet Explorer
– Mozilla Firefox
– Google Chrome
installed on your computer.
• Turn off popup blocker for psagroupindia.in (or
else you won’t be able to print)
• Javascript must be enabled
– Tools…Settings
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Login via Web Browser
• Open http://www.psagroupindia.in/erp
(Kelambakkam, Guindy, or Cuddalore)
• Open http://www.psagroupindia.in/arx (MEPX)
• Enter the username and password give to you
by your administrator
• Click Log in!
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Logout or Edit Your Account
• When you’re finished, click Logout
• Change your password or email address using
the Edit link in the My account menu option
under the Logout button
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
General Features
• Use PSA ERP like any other web page
– Control-F to Search any page
– Click “Back” or use Backspace key to return to
previous page
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
User Roles
• Each user account has an assigned role (GM,
Sales, Shipping, Production, etc.)
• Your role determines which menus you see
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Merchandising
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Merchandiser Menu
• Use “Enquiry & Quote” to create new style
quotes or manage existing quotes
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Enquiry Home Page: Manage
Styles
Click on an existing style to review it
•
• Create a new style using the form
Merchandisers see
only those buyers
assigned to their user
ID in the buyer
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
•
•
•
•
Enquiry – Quote Home: Manage
Quotes
Update the Enquiry details
Edit an existing Quote
Create a New Quote
Create New Quote based on an existing quote (Copy a
Quote)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Edit Quote: Update Quote Details
• Use the form to update the Quote details, submit for
approval, and add, edit, or delete line items
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Submit Quote: Electronic Approval
• When your quote is ready for review, click Submit For
Approval
– Quote becomes “read-only” and appears in the supervisor queue
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Active Quote List
• Use the Active Quote List menu to review all active (not
yet shipped) quotes, with links to view or edit each quote
and TNA
– Use hyperlinks to sort by Buyer, Style, or Status
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Approved Quotes: Email & Send
• Once approved, use Generate Email to send a draft email
of the quote details to your registered email
• Mark Quote as Sent once you have communicated the
quote to the Buyer
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Quote Feedback: Accept or Reject
• Find the quote in the Active Quote List and mark as
Cancelled, Rejected or Accepted based on Buyer feedback
– Rejected: Create a new quote (copy) and resubmit for approval
– Accepted: Draft Buyer PO and Supplier POs created
automatically
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: Quote Process
• Create an Enquiry for each new style
• Create or copy an existing Quote
• Edit the Quote details and submit for Approval
• Once approved, email the Quote info to the Buyer and mark as
Sent
• Mark the Quote as Accepted – BPO created automatically
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Buyer PO Details
• Use the Buyer PO Details menu to review all active (not
yet shipped) POs, with links to view or edit
– Use hyperlinks to sort by Buyer, Style, or BPO Number
• Use the “Enter a New PO” button to add additional POs
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Buyer PO: Adjust values as needed
• Edit PO Number, Payment Terms, etc.
• To adjust # of Pieces, edit the Drop
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Edit Drop: Date, Destination, Size
• Choose correct Ship To Address
– If a Ship To address is missing, ask EDP to create a new buyer
address record
• Adjust color size qty (total drop qty computed
automatically)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: Buyer PO Process
• Draft PO created automatically when Quote is marked as
accepted
• Add additional BPOs using Buyer PO Details screen
• Update each PO with correct PO number, payment / shipping
terms, and number of drops
• Edit / add color size breakup in each drop to set total quantity
• Update drop FOB date to forecast production date
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Purchasing
• Use Purchasing to review, edit, create, or cancel SPOs
– (First, edit the draft Supplier POs automatically created when a
Quote was accepted)
– Use hyperlinks to sort by Buyer, Last Edit, or Status
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
FYI: Quote SPO List
• Once accepted, the Edit Quote screen will show all the
SPOs associated with that Quote
– Find SPO details in Edit Quote or Purchasing menu
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Edit Supplier PO
• Use the form to update SPO details, change supplier, etc.
– Use buttons & links to Add, Del, or Move line items to different SPOs
– When adding a new design code, you must specify the quote you
are ordering against in order to track the quote materials budget
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Adjust Line Items
• Create design codes directly in the form
– Use the supplier’s part number, e.g.
H109A or, if no part number, use the
description.
– Use sensible codes like,
LBSIZELABEL-WHITE as opposed to
LBLOOOOOI
– Use the edit link to get a form to lookup
existing design codes
•
Each line item can order materials for 1 or
more quotes
– Adjust the order & roundoff qty for each
quote
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Consolidating / Moving Line Items
• If there are SPOs for the same buyer and supplier, the
system will offer to auto-consolidate the first time you
save
• If you want to change the supplier for a single line item,
use the move link to put that line item on a different SPO
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Splitting Line Items
• For Label or Packing line items only, use the Split By Size Breakup
button to automatically generate 1 new line item for each size in the
Buyer PO drop
– Consumption is adjusted automatically based on the proportion of that
size
• Or you can split by adjusting the design code, SPO Cons,
and Order Qty manually
– The SPO Cons is used to determine how much of each design code the
factory should request in order to produce the drop
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Edit SPO: Process PO
• Click Create Process PO to create a new Washing,
Testing, Embroidery, Printing, or Treatment PO for the
current design code
– If you picked the wrong material, use the Change Link button to
process a different design code
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Submit Supplier PO for Approval
• Once the SPO is ready, submit for approval
– SPO is read-only unless rejected by the supervisor
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Purchasing: Manage SPOs
• Track the status of SPOs via Purchasing
– Status will change to Approved or Rejected in the table
– Use hyperlinks to review the approved SPO
– As goods arrive in Store, SPO status will be automatically
updated
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Print & Send Approved Supplier PO
• Once approved, the Print button is available
– Print will open a new window with a PDF
– If you need to change the SPO, cancel submission
• Once printed, click “Issue PO” to mark the PO as sent to
supplier
– Stores are automatically notified of an SPO when it is issued
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
View Pending Materials
• Pending Materials to be Ordered Menu shows all design
codes for all accepted quotes that have not yet been
printed and issued
– Export as Excel CSV to prepare Draft BOM
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Edit SPO: Track Goods Received
• As Goods are received against issued SPOs, the Recvd
Qty is automatically updated on the Edit SPO Screen
– SPO Status in the Purchasing table changes from Issued to Partly
Received to Fully Received
– If a supplier has part delivered an SPO but cannot fulfill 100%,
use the “Submit for Short Close” button to nominate the SPO for
closing
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: Supplier PO Process
• Draft SPOs created automatically from accepted Quote line items
• Add additional SPOs using Purchasing screen
• Update each SPO with correct supplier, design codes, quantity, duty,
VAT, etc.
– Save SPO changes to recalculate total cost
• Submit for Approval
• Once approved, Print and Issue (Stores notified)
• Monitor the PO and goods received status via Purchasing or Edit
Quote
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Orders in Hand
• Use the Orders in Hand menu to monitor all active drops
and update TNAs
– Use hyperlinks to View TNA, sort by Date, or edit Drop
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
TNA
• A TNA is automatically generated for all accepted Bulk
quotes
– Several dates are calculated automatically, e.g. Fabric Ordered
Date
– Use TNA menu option to review and update TNA
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Update TNA
• Input dates as appropriate and save updated values
– Status is re-calculated automatically on save
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Generate MIS
• TNA contains a link to automatically create a draft MIS
– Click to download and edit in Excel
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Completed Orders
• Once a drop has been shipped, it moves from the Orders
in Hand menu to the Completed Orders menu, with
reporting
– Use hyperlinks to View TNA, sort by Date, or view Quote
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Recap: Merchandising
• Enquiry & Quote: Create and edit styles and quotes
• Buyer PO Details: Create and manage POs and Drops
• Purchasing: Create and manage SPOs
• Active Quote List: Review current quotes
• Orders in Hand: Review current drops
• TNA: Review and update TNA details
• Pending Materials to be Ordered: View unissued design
codes for quotes and create draft BOM
• Completed Order List: view historical quote details
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Goods Receiving
• The Stores Receiving Dashboard lists all issued SPOs with
pending deliveries
• When a delivery arrives, find the SPO in the dashboard and
Create a GRN
– Use hyperlinks to sort by Supplier, Date, and SPO#
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Create GRN
• New GRN screen lists all design codes from the SPO
• Fill in the supplied and passed qtys for each design code
– Debit note qty automatically calculated when Supplied <> Passed
Qty
• Add any additional GRN charges (e.g. unloading, courier)
under Other Debit Note Charges, and update Debit Note
remarks to explain
• Use “Create GRN” to generate a draft GRN
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Edit GRN
• GRNs are editable until Printed
• Update and “Save GRN Changes” until ready to print
• On Print, GRN is locked, passed qty added to inventory, and
SPO status updated automatically
• Print GRN and Debit Notes for materials and other charges
as needed
– Print opens PDF in a new window – print as many times as
necessary
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: List all GRNs by Date
• Use the List all GRNs menu to review all GRNs by month
or find unprinted GRNs
– Use Printed or Pending pull-down to filter GRNs to View or Edit
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Goods Receiving
• Additional GRNs can be created until the SPO is Fully
received (all design codes qty in house)
• SPO’s Short closed by Merchandiser because the supplier
is unable to deliver full qty are “Completed” but can still
create GRNs
– Click on the Completed PO Number if a new delivery arrives
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Status by Style
• Use the Store Status by Style menu to view all issued
Supplier POs by style
– Lists all design codes pending for delivery for a single style
– Create GRNs by clicking on the appropriate PO Number when a new
delivery arrives
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Adjust Printed GRN
• Once printed, GRN quantity is added to inventory and
subtracted from SPO “On Order” qty
• Mistakes in printed GRNs can be corrected in GRN Adjustment
– First, List all GRNs by Date
– Open the GRN Adjustment sub-menu
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Adjust Printed GRN
• Click on the GRN to be corrected
• Enter the new Supplied & Passed Qty, with explanation
for the correction in “Remarks”
• Update New Qty submits the adjustment for approval
– Once approved, GRN and inventory updated automatically
– That GRN cannot be adjusted again until supervisor approves or
rejects (all pending adjustments must be cleared first)
– Remember to reprint and notify accounting
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: GRN Process
• Issues SPOs appear automatically in the Receiving Dashboard
– Design codes appear in Store Status By Style
• As shipments arrive, find the SPO and create GRN
• Update supplied & passed quantities to match the shipment
• When ready, Print the GRN (Inventory updated)
– If the SPO is fully received, system marks it as completed
• If mistakes found later, adjust GRN from the GRN dashboard
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: GDNs
• Stores disburse materials when they are requested
• Use GDN Dashboard to view requests and create GDNs
– Store GDNs for sampling, etc.
– Factory requests for production materials
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Create Store GDN
• Use Create Store GDN to submit a materials request for
approval
– Enter the qty and reason for request (e.g. Shade Bands)
– Submit for approval
– Request will appear in GDN Dashboard
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: GDNs
• Factories will request materials for styles in production
• All requests appear in the GDN Dashboard for fulfillment
– Click “Process Request” to create a GDN
– Scroll down to view past GDNs and Materials Requests (MRs)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Create GDN
• Enter the Qty for each design code based on request
required qty and qty in inventory
• Update packages, serial number, and remarks
• Click Create GDN
– If a request cannot be fulfilled, cancel the request and inform the factory
why
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Update & Print GDN
• A GDN is not “official” until it is printed
– Use Update GDN to save draft changes or Delete to cancel
– Print Pick List generates a simple checklist for fetching materials
from the warehouse
• Print GDN when ready to ship
– Qty subtracted from inventory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Manage GDNs
• GDNs appear in a list below the materials requests on the
GDN Dashboard
– Click View GDN to reprint or review details
• Materials Requests remain open until 100% materials
issued on GDNs, cancelled, or short-closed by the factory
– 1 Materials Request ID can have multiple GDNs (multiple shipments)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: GDN Process
• Factory or Stores create a Materials Request (MR)
– Stores request samples, etc. using Create Store GDN
• Requests appear automatically in the GDN Dashboard
– Create GDN against the request
• When ready, Print the GDN (Inventory updated)
– If the MR is fully received, system marks it as completed
• If mistakes are made, the Factory will create a dispute record
when receiving
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Receive Excess Materials
• When production is complete, a factory may return excess
materials (EMR) to stores
– EMRs will appear in the Receive Excess Materials Dashboard
• Click the link to Process
– Enter the quantity received from factory
– Print to issue the EMR and update inventory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Excess Materials Disputes
• EMRs are “official” only when printed
– Use Update to save draft EMRs
– Print to issue the EMR and update inventory
• If the qty received at Store is different from the qty listed by
the factory, a “dispute” record is automatically created for
resolution by a supervisor
– Inventory auto-adjusted when supervisor resolves dispute
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Stock Summary
• Inventory is updated as GRNs are printed (or adjusted)
• Use Stock Summary menu to review Inventory
– Filter by Line Item Type (Fabric, Label, etc.)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Inventory Adjustment
• If the Stock Summary is incorrect (e.g. stock has been
damaged, stolen, or misplaced), use Inventory
Adjustment to submit changes
– First, view Stock Summary
– Open the Inventory Adjustment sub-menu
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Inventory Adjustment
• Filter by item type and find the appropriate design code
– Enter in the correct Actual Quantity, with reason for change
– Submit updated values OR
– Add a new design code if not listed, with appropriate
description
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Inventory Audit
• ERP automatically takes a daily “snapshot” of inventory
– All design codes on file are written to a reports table
• Inventory reports can be exported in Inventory Audit
– First, view Stock Summary
– Open the Inventory Audit sub-menu
– Click Export to Excel CSV
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Inventory Audit
• Open the Inventory Report in Excel and sort as needed
–
–
–
–
Qty in Store 30 days prev is from Inventory snapshot taken 30 days ago
GRN Qty last 30 days is how much new qty has been received since
GDN Qty last 30 days is how much qty disbursed since
EMR Qty last 30 days is how much has been returned as excess by
factories
– Inv Adj Qty last 30 days is how much have been added or lost in stores
– Net change is sum added minus sum disbursed/lost in last 30 days
• Checksum should be zero, (qty in inventory now minus the change
in the last 30 days minus qty in inventory 30 days back = 0).
– If no snapshot was taken 30 days previously, inventory 30 days will be
zero, so ignore the checksums.
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Stores: Stock Sweeper
• As production is finished and EMRs are received, the
system automatically “sweeps” dead stock
– Checks to see which drops are still in production
– Marks all design codes used by those drops as “Live”
– Moves Live Stock from all other design codes to Dead Stock
Before
After
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Review: Inventory Process
• New Design Codes are added to Inventory when SPOs are
issued
– SPO appears in GRN Stores Receiving Dashboard
– As GRNs are printed, received qty subtracted from On Order and
added to Live Stock
• Factories request materials; MRs appear in GDN Dashboard
– As GDNs are printed, qty reduced from Live Stock (or Dead Stock if
Live Stock is 0)
• As production finishes, factories return materials on EMRs
– As EMRs are printed, qty added to Live Stock
– Live Stock swept to Dead Stock
• If Stores notice any errors in inventory, submits inventory
adjustment for approval
– As adjustments are approved, qty changed
• Use Stock Summary to review inventory
– Inventory audit takes an automatic snapshot of that day’s inventory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Recap: Stores
• Receiving Dashboard: Create and edit GRNs for supplier
deliveries
• Stock Summary: Review & manage inventory
• List all GRNs by Date: Review GRNs by month
• GDN Dashboard: Create and edit GDNs for disbursing
• Store Status by Style: Review inbound SPOs style wise
• Create Store GDN: Request materials for sampling, sale, etc.
• Receive Excess Materials: Receive goods returned by factories
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Production & QA (Factories)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Production Dashboard
• The Factory Production Dashboard lists all pending drops
– Note: Styles may have multiple drops; drops appear for forecast
factory as soon as they are entered by the Merchandisers
• Hourly, review the dashboard and update drop status
– Use filters to find styles or sort by by Merchandiser, Date, or Buyer
– Use hyperlink to update status
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Update Production Status
• Edit factory, PPM Date, Tech Pack, Qty cut, etc.
– Click “Update production” when complete
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Update Production Status
• Production & materials status recomputed automatically each update
– Note: QA Approval is managed separately
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
QA: Update Approval Status
• QA manager must login and mark each drop as QA
approved
– Click on “Mark as Approved” to approve each drop
– Creates a production tracking update with QA Approval
– Note: Sample quotes are approved automatically
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Daily Production Report
• Daily Production Report summarizes updates for the day
– Use Export as XLS to view or print an Excel copy of the report
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Request Materials Dashboard
• Factory must request materials in order to produce a drop
• Find the drop in the Request Materials dashboard
– Use the hyperlink to create a request
– Note: Materials are requested by drop, not by style
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
•
Factory: Create Materials Request
(MR)
MR shows all design codes ordered for style plus dead
stock
– If materials not 100% in-house, only dead stock can be requested
– Key in desired qty of each design code and Create New Request
– Note: Total qty = 105% of drop qty x SPO Consumption
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Receive Materials
• MR shows up automatically in Factory and Stores
dashboard
• Stores issues GDN and ships materials directly
– GDN appears in Request Materials dashboard when printed
• On receipt, find the GDN and click to process
– MR stays “open” until Fully Received at factory, cancelled, or closed
by Factory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Receive GDN
• Update the GDN with qty actually received at factory
• Save and Print Factory Receiving Receipt (FRR) when ready
– Once printed, FRR cannot be modified
– Use cancel to start over
• If qty accepted at Factory <> GDN qty, a “dispute” record is created
automatically, to be resolved by supervisor
– MR status adjusted automatically: Partly Shipped, Fully Shipped, Partly
Received, Fully Received (Complete), In Dispute, Cancelled, or Short Closed
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Receive Materials
• Use Request Materials Dashboard to request materials and
process GDNs until all materials are at factory
– Some requests may ship on multiple GDNs
• Materials status automatically updated as GDNs are
updated
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Overage Approval
• Factory can request more material at any time (e.g.
overage)
– Create new material requests for a drop as per normal
• > 105% of design code cons flagged for supervisor approval
– Request appears in dashboard as “Pending Approval” until approved
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Short Close MRs
• If stores are unable to supply the requested quantity,
Factory can “Short Close” the MR
– Find the partly fulfilled MR in the dashboard
– Click on the View MR link
– Click the Short close button to cancel remaining balance of the MR
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Review MRs
• All fulfilled MRs are listed at the bottom of the Request
Materials Dashboard
– Click View MR or FRR links to review details of each item
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Short Close Materials (SPOs)
• If suppliers are unable to provide 100% of bulk materials
ordered, Request Materials dashboard will be locked!
– To request materials and produce the order with < 100% of
materials, use Override Materials for Production Menu
– SPOs for the style will be marked as complete and materials 100%
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Production Complete
• Marking a drop “Packing List sent” in Production Tracking
makes it complete
– Carefully input final stats & number of cartons as no further updates possible
– Draft Invoice and Excess Materials Return created automatically
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Production Complete
• Drop moved to Completed section of dashboard
– If this is the last drop, find the completed record and Generate Draft OCR XLS
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Factory: Generate Draft OCR
• Generate Draft OCR XLS creates an Excel file for the style’s drops
– Update in Excel, print, and take signatures as per current process
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
•
Factory: Excess Materials Return
(EMR)
Once production is complete, use Excess Materials
Dashboard to return unused materials to Stores
– Find the drop in the EMR dashboard
– Click hyperlink to create an EMR record
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
•
Factory: Excess Materials Return
(EMR)
Once production is complete,
use Excess Materials Dashboard to
return unused materials to Stores
– If there is no material to return for this drop, click on Print with all qtys
zero; the EMR will vanish from the list
– To return materials, update the qtys to return, and hit Print.
– Only design codes requested for the drop will appear on the draft EMR
• Once printed, the EMR appears in the Stores EMR list
– If a mistake is made, Stores will generate a “dispute” when receiving
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Recap: Production
Factory Production: Update PPM, Cut Qty, Stitch Qty, etc. hourly
Request Materials: Ask Stores to send materials on GDNs for
drops
Excess Materials: Generate EMRs to return materials to Stores
Daily Production Report: Review summary of today’s production
Override Materials: Mark partially fulfilled SPOs as closed in
order to begin production with “short” materials
QA: QA Manager marks drops as Approved
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Booking Drops
• Use Booking Dashboard to update booking
status
• Login, find drops, click “Mark as Booked”
– Use the pull-down menu to filter by style
– Date button is clicked is saved as Drop Booking date
automatically
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Invoice Dashboard
• Use Invoice Dashboard to prepare and print
Invoices
• Draft invoices show up automatically when
production is complete
– Use the pull-down menu to filter by style
– Click on the hyperlink to update the invoice
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Edit Invoice
• Update Invoice details using the form
– Key any additional details in the Additional Info box
– Update Invoice to save
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Edit Invoice
• Drop details appear at the bottom of the form
– Update carton details and description
– Use the “Move” button to consolidate invoices (put multiple drops onto 1 invoice - Other
draft invoices for the same buyer appear in a list)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Edit Invoice
• Use Preview Printed Invoice to check draft details
• Submit for approval when ready
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Manage Invoices
• Review Invoice status in the Invoice Dashboard
– Once Approved, click on the Invoice to Print & Send
– Update rejected Invoices and resubmit for approval
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Edit Invoices
• Print Invoice generates a Final Invoice number and PDF
• Use Reopen Invoice to make further changes
– (Must resubmit for approval)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Edit Invoice
• Invoices are not “official” until Marked As Sent
– Once printed, click Mark as Sent button to issue
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Payment Dashboard
• Use Invoice Payment Dashboard to mark
issued Invoices as paid
• Sent invoices show up automatically when
issued
– Use hyperlinks to sort by Date, Value, Buyer, or
Invoice Number
– Click on “Update” to input payment details
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Shipping: Update Payment
• Key in Paid Date, Amount, Exchange Rate, and bank details
– Once saved, details cannot be adjusted
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Recap: Shipping
Booking Dashboard: Mark drops as booked for shipping
Invoice Dashboard: Update, Manage, Print, and Issue
invoices
Invoice Payment: Update issued invoices with payment
details
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor
Only accessible to GM role
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Pending Quotes
• Quotes submitted for approval appear in the
Pending Quotes
– Locked for editing until approved or rejected
– Click on the Quote to review it
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Review Quote
• Review quote details
– Use buttons to Approve, Reject, or Download as Excel
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Pending SPOs
• SPOS submitted for approval appear in
the Pending SPOs
– Locked for editing until approved or rejected
– Click on the SPO to review it
– Scroll down to see total budget for each active
style and review linked SPOs
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Review SPO
• Review SPO details
– Use buttons to Approve or Reject
– Cancel Submission returns the quote for editing to Merchandiser
(same as Reject)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Pending MRs
• MRs for > 105% of consumption and
Store MRs (sale of stock, samples, etc.)
appear in the Pending MRs dashboard
– Locked for editing until approved
– Click on the MR to review
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Review MR
• Review MR details
– Use buttons to Approve or Cancel
– Approve allows Stores to issue the materials
– Cancelling a request permanently closes the request – Stores or
Factory must make a new request
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Pending Invoices
• Invoices submitted for approval appear in
the Shipping Invoice Approval
– Locked for editing until approved or rejected
– Click on the Invoice to review it
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Review Invoices
• Review Invoice details
– Use buttons to Print Preview, Approve, Reject or Cancel
– Cancelling permanently closes the invoice – drop cannot be shipped
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: GRN Adjustments
• Mistakes on printed GRNs appear in GRN
Adjustment Approval
– Review printed Supplier Qty & Passed Qty vs.
Corrected (New) Supplier Qty and Pass Qty
– Check the box of each adjustment to approve or reject
– Click Approve or Reject (GRN and inventory
automatically adjusted on Approve)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Inv Adjustments
• Stock Take changes to Inventory in the
warehouse appear in Review Inventory
Adjustments
– Review Old vs New qty, UoM, rate, etc.
– Check the appropriate “Reason” box and click Approve
or Reject (inventory automatically adjusted on Approve)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Resolve GDN/FRR Disputes
• Dispute = difference in shipped qty on GDN and
received qty at factory
– Update the GDN and FRR qty as appropriate
– Check the appropriate “Reason” box and click Resolve
(inventory automatically adjusted on Resolve)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Supervisor: Resolve EMR Disputes
• Dispute = difference in returned qty from factory
and received qty at Store
– Change the Factory and Store qty as needed.
– Check the appropriate “Reason” box and click Resolve
(inventory automatically adjusted on Resolve)
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Recap: Supervisor
Pending Quotes: Approve / reject new quotes for buyers
Pending SPOs: Approve / reject new Supplier POs
Pending MRs: Approve materials requests from store or from
factory > 105% of consumption
Shipping Invoice: Approve draft invoices for printing
GRN Adjustment: Approve corrections to GRN mistakes
Inv Adjustment: Approve changes in inventory in Stores
GDN/FRR Disputes: Resolve discrepancies b/w Store &
Factory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Reports
•
OCR Report: Financials from Quote to Invoice for all accepted quotes in the
system, with links to Quote details and Excel export
•
Production Planning: Cut, Stitch, Button, etc. counts by style for all days in
the planned TNA production calendar
•
Planned Monthly Shipments vs Actual: List of drops by month showing
FOB vs Actual Shipped Date and value with Excel export
•
Planned Shipment vs Actual Summary: Pieces shipped by month and
drops shipped / missed with variance and Excel export
•
Supplier PO List: All supplier POs in the system by number, INR value, and
style, split by Active (Open) and Inactive (Complete), with link to view SPO
and Excel export
•
Inventory Report: List of all design codes in inventory with changes over
the last 30 days and Excel export
•
Active Drop List: List of all unshipped drops with Production & TNA Status
& link to view TNA plus Excel export
•
Inventory Change Report: Net change month-on-month in Store qty for
each design code
•
Buyer PO List: List of all Buyer POs in the system, split by Active and
Inactive, with links to view BPO
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PSA ERP Data Flow Diagrams
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 1 – Enquiry to Quote
Roles:
• Merchandising
• Supervisor
Enquiry
comes in
from
Buyer
Create /
Edit Enquiry
Create &
Edit Quote
Submit
Quote for
Approval
Edit Quote
No
Approved?
Yes
Email Quote
to Buyer
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 2 – Buyer PO to Supplier PO
Roles:
• Merchandising
• Supervisor
Buyer
rejects or
cancels
quote
Buyer
accepts
quote
Cancel /
Reject
Quote
Mark Quote
as Accepted
Auto-Create
Provisional
BPO, Drop, &
Production &
TNA Records
Review &
Update
Buyer PO #
and Drop
Details
AutoGenerate
Supplier POs
Edit /
Consolidate
Get Best Price
on SPOs
Submit SPO
for
Approval
No
Approved?
Yes
Issue PO
to
Supplier
Print
SPO as
PDF
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 3 – Goods Receiving
Roles:
• Stores
Materials
delivered to
Store by
Supplier
Review List of issued
and un-Fulfilled
Supplier POs
Inspect Goods
& Determine
Passed Qty
Create GRN
& Debit Note
Review & Print
GRN & Debit
Notes as PDF
Auto-Update
SPOs &
Inventory
Statement
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 4 – Merchandiser Reviews
Active Styles In Process
Roles:
•
Merchandiser
Daily
Review & update TNA
Merchandiser reviews
Status of ordered
materials in the
Supplier PO
dashboard
Or Quote Dashboard
Merchandiser reviews
each Active Drop
Is Bulk?
Materials
on-track?
No
Chase
Suppliers
PPS & Trims
Approved
100% Matls
In-House?
Yes
Generate
MIS
Yes
No
Check with
Sampling
Department
Update Buyer with
status at
appropriate
frequency
Buyer
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 5 – Factory Materials Request
Hourly
Roles:
• Production
• QA
Review Materials
Status & Update
Production Details for
each active Style (in
Queue to produce)
Size Set &
Ready for QA
Approval?
Auto-create new
tracking record with
revised status
Need to
Request
Materials?
offline
Get Materials from
local Factory Store
Produce Style
(Cut/Stitch/Etc.)
Get Factory
QA to
Approve
No
Yes
Review Inventory
Details via
Production
Tracking
Sales Sample
or Bulk QA Approved
& 100% Matls
In House?
Yes
Bulk QA
Approved
& 100% Matls
In House?
No
Yes
Request Materials
from received
Supplier matls
and/or Dead Stock
Request Materials
from available Dead
Stock only
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 6 – Stores Materials Issuance
Hourly
Roles:
• Stores
Select and View
Materials Request
from pending list
Check Inventory &
assemble Materials
for Request
Request can be
Fulfilled?
Yes
Create
GDN
No
Cancel
Request &
Inform
Factory
Print GDN
as PDF
Matl
Request
Status AutoUpdated
Create
Stock
Adjustment
Stock
Take
offline
Ship to
Factory
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Materials
received from
store
PS Apparels ERP Data Flow 7a – Receive Matls
Find GDN in list &
Create Factory
Receiving Record (FRR)
Roles:
• Production
• Supervisor
Inspect Goods &
Submit FRR Qtys
No
Does FRR qty
match GDN qty
Print FRR
Auto-create
Dispute
Record
Manager reviews
dispute record and
submits resolution
Adjust Qty
in “Ready
Stock”
Update MR
Status
MR
Complete?
No
Redirect to
View MR
Does MR
need to be short closed?
(i.e. part fulfilled
is OK?)
Yes
Short Close
(Update MR
qty = GDN
qty)
No
Wait for
next GDN
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 7b – Production
Consume
Materials
received
Cut, Stitch,
Button, etc.
Update each
active Drop’s
Production Status
w/ Latest Qtys
Roles:
• Production
No
Packing List
Ready?
Yes
Mark Drop as List
Sent (removes Drop
from Production
Tracking List)
Auto-Create
Draft Invoice
Auto-Create
Draft Excess
Materials
Return Record
Update & Print
Excess Materials
Return as PDF
Auto-update new
tracking record
with revised
status
Send Packing
List to
Shipping
Scan Active Styles
Sweep Dead DC
Qty to “Dead
Stock”
Ship to
Store
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PS Apparels ERP Data Flow 8 – Shipping & Invoicing
Packing List
Sent
offline
Check & Confirm
Packed Cartons
Lookup Draft
Invoice In
Pending List
Prepare Other
Shipping
Documentation
Roles:
• Shipping
• Supervisor
No
Consolidate
with other ready
drops for this buyer
address?
Ye
s
Move drops to
other invoice
and cancel draft
invoice record
Update Invoice Info &
Submit for Approval
(incl. Freight Charges)
No
Lookup
Pending Drops
not yet Booked
Review OCR
Report
Close to 15
days out
Ye
s
Approved?
(Freight Charges
OK?)
Ye
s
Last Drop
for Style
Print Invoice as
PDF
Ship to
Customer
Book for
Shipping
Mark Drop as
Booked
Buyer
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
Store receives
excess
materials
PS Apparels ERP Data Flow 9 – Excess Material Returns
Roles:
• Stores
• Supervisor
Lookup Excess
Matls in Printed
Queue
Inspect Matls
and update
Passed Qty
Mark Matls
Return as
Received
Does Returned Qty
match Passed Qty
No
Auto-create
Dispute
Record
Manager reviews
dispute record and
submits resolution
Adjust Qty in
“Ready Stock”
Scan Active Styles
Sweep Dead DC Qty
to “Dead Stock”
Review
Inventory
Report
PSA ERP Training Manual 1.0 – Your Custom Garment Solution!
PSA / ARX ERP
Training Manual
Version 1.0
9 Dec 2014
For more information, contact EDP
edp@kel.psagroupindia.in
or
Matt Wennersten +91 95000 35312

similar documents