RB-ERP V9.6 Introduction (Session 2 PowerPoint

Report
9.6 Enhancements
Training Session #2
Enhancements to Review
• CRP and Simulation (Bug ID 1910)
• Credit Process Management (Bug ID 1629)
• Return to Vendor (Bug ID ) (If time permits)
CRP and Simulation
Agenda
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Overview
Quick Demo
Functional highlights and demonstration
Q&A
Overview
• Allows users to run what if simulations and use shop
floor scheduling tools to view capacity requirements.
– Similar in concept to MRP companies that are often setup
for customer to run MRP over multiple locations at the
same time
Overview
• New Workbench with tools to:
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Modify/Import MPS forecast and firm planned orders
Modify/Import MRP forecast and firm planned orders
Rerun MRP
Copy to Review file
Create shop orders
View Shop Floor schedule/requirements
• Workbench is called from Live company so it is
seamlessly integrated from a user perspective
Overview
• Can create multiple CRP companies tied to one Live
company
• New tool to create CRP company
– Automates setup of common devices tables
• Item, PO, COP etc.
– MRP, SF, Shop Calendar, Dept/WC are unique to CRP
company but populated from live data
– MPS can be common or unique
Overview
• Shop floor functions have been modified to protect
users from accidentally updating Live company
(allocations, etc.) when running simulations or
thinking they are processing orders in Live company
Quick Demo
Create new MRP company
Create new MRP company
• Creation of new schema and all setup other than .net
security
– Connection string
– Create background scheduler service
– Update of company device table to set all appropriate
tables as common
– NOT Common
• MRP
• SHPORD (including calendar and tables)
• MPS (optional)
Create new MRP company
• Add/update new CRP parameter which has following
fields:
– Flags company as a CRP company (for warning messages,
lookups)
– Company code that company is common to
– Date/time of last table updates
CRP Workbench
• MPS Planning
• MPS Forecast
• MRP Planning and Regen
– Forecast Orders
– Firm Planned Orders
• Order Review
• Simulation
– Shop Orders
– Workcenters
• Reset Source Data
CRP Workbench – MPS Planning
• Variation of MPS Exception browser in Item Planning
• Access to MPS Maintenance
• Access to MPS Item Maintenance
CRP Workbench – MPS Planning
CRP Workbench – MPS Forecast
• New .net tool to maintain MPS Forecast
– Allow add/change/delete
– Allow copy/upload from spreadsheets
– Pivot table like summary grid sheets
• Added to Navigator as standalone tool
CRP Workbench – MPS Forecast
Delete (zero) forecast
for row(s) selected
Remove forecast so
item/date is not updated
CRP Workbench – MRP Planning and
Regen
• Enhanced MRP Forecast Order Maintenance
program and new .net MRP Firm Planned order
maintenance
– Allow add/change/delete
– Allow copy/upload from spreadsheets
– Pivot table like summary grid sheets
• Run MRP regen (existing dibol)
– Maintain parameters for CRP company
CRP Workbench – MRP Forecast
CRP Workbench – MRP Firm Plan
CRP Workbench – Order Review
• Same as existing function with following changes
– New Buttons
• Button to access Order review file parameters
• Mass select of orders in review
– Eliminate
• Copy from COP
– Create Shop Order button limitations
• No shop order allocation
• No shop order print
• No TCM_Notes created
CRP Workbench – Order Review
CRP Workbench – Order Review
• New button to mass select planned orders through a
given date
CRP Workbench – Shop Orders
• Same as Shop Order tab in Mfg workbench
• Access to same SF control functions since shop floor
environment in not common
• No allocation of inventory
CRP Workbench – Shop Orders
CRP Workbench - Workcenter
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Same as Workcenter tab in Mfg workbench
Allow maintenance to Dept W/C (existing .net )
Add button to maintain shop calendar (existing .net )
Add button to Reschedule Late Shop Orders (existing
dibol
• Add button to Change Dept/WC (existing dibol)
• Add buttons to start and stop the background
scheduler (existing dibol)
CRP Workbench - Workcenter
CRP Workbench – Reset Source Data
Refresh key data by copying from Live company to MRP
company
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TABLES (to update Dept/WC) – ISAM
Shop calendar – SQL
Shop orders – SQL
MPS - SQL
MRP Parameters - SQL
Last MRP Live Run – ISAM, SQL
Purge Order Review (to clear old planned orders) - SQL
CRP Workbench – Reset Source Data
Q&A
Credit Process Management
Overview
Agenda
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Overview
Credit status table enhancements
New order process status table
New Order Process history table
Order flow
Summary of Changes
Questions
Overview
• Credit Process Management is designed to separate
credit status from order status.
• It was designed to address common complaints from
customers
– Enhanced credit algorithms
• Aging – Days and dollars
• Re-test rules
– Improved and refined process control
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Planning
Production
Forms
Shipping
Overview
• Order status code will no longer be tied to credit
– Will still affect printing/processing same as always
– This will allow customers with legacy workflows tied to
order status to continue with no changes
• Order can have a status of A but have failed credit or
have functions not allowed
Overview
• Taking advantage of the new credit process we will
effectively add a second order process control
• This will facilitate functions like engineering
requirements that are similar but distinct from credit
Quick Demo
• Credit Status – Credit Rules
Quick Demo
• Credit Status – Process Control
Quick Demo
• .Net Maintenance form in Open Orders
New Parameter
• Turn CPM on/off
• Notification control
– Credit followup notes
– Heads Up events
• 9.7 workflow trigger
– Both
Credit Status Table
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Expanded to handle CPM
Credit rules – for testing credit
Re-test rules – to limit re-testing after release
Default process control flags
– If pass credit
– If fail credit
Credit Status Table
– REPlace image here
Credit Status Table - Process
– REPlace image here
Order Credit Process Table - Process
• Track process whether on hold or not
• Process defaults from status table
• Controlled uniquely by order
Order Credit Process Table - Process
• Place image here
Order Credit Process Table - Process
• New history table of process changes
– Primarily for PMWB analysis
– Place image here
Order Flow
• Credit check on header add
– Add order flag?
– Customer aging
• If not held Check on line add/change
– Aging – Dollar/Days
– Change in aging dollars/days based on rules
• Re-check at process points if flagged
Order Flow
Order Flow
• Similar requirements for
– Shipments (including one-step)
– Invoicing (including one-step)
Other order functions
• Planning functions
– MRP/MPS
– Allocations
– Fulfilment (make/buy to order from COP or via order
review)
• Processed if associated CPM flag allows
• No new credit check
Other order functions
• Forms
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Acknowledgement
Pick Ticket
Packing Slip
BOL
Invoice
• Process control flag check
– Whether order is held or not
Other order functions
• Credit check as part of selection
– If flagged for re-test
– Based on current credit status
• E.g. change in aging dollars/days based on rules
• Order status flag still considered
Customer Order Screens
• CPM form added to Open Order Workbench
(maintainable)
Customer Order Screens
• CPM history form added to Open Order Workbench
• Place image here
Customer Order Screens
• Access CPM maintenance form for shipments and
Invoices by right clicking in Shipments grid
• Place image here
Customer Order Screens
• .Net CPM maintenance form called from dibol Order
maintenance (F8)
• Place image here
Customer Order Screens
• Request Credit Review
– Called from CPM form in Order maintenance
– Creates heads up event
Place image here
Customer Order Screens
• CPM form added to Invoice History form
• Place image here
Customer Order Screens
• CPM history form added to Invoice History form
• Place image here
AR Manangement Tools
• CPM status added to AR Aging search criteria
AR Manangement Tools
• CP Sts column added to Customer Order grid in
Customer Management
AR Manangement Tools
• Mass Order change functions expanded to update
Credit Process record for order
– Status
– Process control
AR Manangement Tools
• Credit Follow Up Notes
– Add Add/Chg by “user” and note type to Credit follow up
note search
• User search good for all follow up notes
• Type helps filter search
AR Manangement Tools
• Credit Follow Up Notes
– New Tab to add credit status flags to search
AR Manangement Tools
• Credit Follow Up Notes
– Add Credit Process maintenance button to note
• Facilitate notification and maintenance
Other
• CP Invoice History Purge modified to purge CPM
history records
Summary of Program Changes
• Add new Credit algorithm and process fields to AR
Credit Status Table
• Create conversion process for Credit Status Table
• Add new COP Order Credit Process table to Order,
shipment, invoice and invoice history
• Add credit process maintenance to CP User
authorization
• Modify Customer Order Maintenance with new
Credit Process screen
Summary of Program Changes
• Modify Customer Order Maintenance direct
fulfillment to check Order Credit Process table
• Modify Shipping Maintenance with new Credit
Process screen and new check point (including
Packing slip)
• Modify Invoice Maintenance with new Credit Process
screen and new check point
• Create conversion process for COP Order Credit
Process Table
Summary of Program Changes
• Modify COP credit logic
• Modify COP Allocation logic to check Order Credit
Process
• Modify Acknowledgement Print function to check
order Credit Process table
• Modify Pick Ticket Print function to check COP Order
Credit Process table
• Modify Bill of Lading Print function to check COP
Order Credit Process table
Summary of Program Changes
• Modify Invoice Print function to check COP Order
Credit Process table
• Modify Copy to review function to check COP Order
Credit Process table
• Modify AR Credit Note parameter screen for
additional credit process functions
• Modify MRP/MPS to check Order Credit Process
• Modify credit process review screens in Financial
Workbench to include Order credit process
Summary of Program Changes
• Add COP order credit process table to Credit Risk
Order query criteria
• Add credit order process to Customer Order
Management Workbench as a “maintenance” tab (so
we will not have to display in dibol order
management)
– This may mean adding it to shipment and invoice tab as
well.
• Add credit process to event manager
Q&A
Return to Vendor
Overview
Agenda
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Overview
Return to Vendor Maintenance
Trigger points
Functions
– Return Material – Shipping paperwork
– Replacement Order
– Create Debit Memo
• Parameter/Event
• Questions
Overview
• New Tool to facilitate the return of defective goods
to vendor
• Generally triggered by rejection in receipt/inspection
• Can trigger in IM Misc Scrap transaction (to facilitate
after PO line has been closed)
• All shipping functions (similar to O/P)
• Function to create replacement order
• Function to create Debit Memo
Overview
• New Table
• Typically executed from within triggering program
• New Standalone RTV Maintenance program
Return to Vendor Maintenance
• Tabs
– Return details
– Shipping functions
– Creation
• Replacement PO
• Debit memo
Return to Vendor
Lookup
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RTV #
By Vendor
By PO
By Item
By reject code?
Return Tab
• Original PO information
• Original PO status
• Return details
– Reject reason
Return Tab
Shipping Tab
• All information to generate shipping documentation
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Carrier
Origin
Shipto
BOL
Weight
Volume
• Data defaults from PO/Line can all be overriden
Shipping Tab
Creation Tab
• Replacement PO
– Create options
• Add line to existing PO
• Add new PO
• Create blanket release
– Default comments
• Replacement for returned good from PO#12345678-12 Line# 1234
– Reject reason: XXXXXXXXXXXXXXXXXXXXX
– Vendor RMA number if provided
– Debit memo voucher number if created
Creation Tab
• Debit memo
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Reference original PO
Use PO price for PPV
Allow addition of freight cost
Un-posted so can be edited before posting
Creation Tab
RTV Functions
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F2 – Replacement PO
F3 – Print PO
F4 – Print Purchase Order
^P – Print Packing Slip
^B – Print BOL
^L – Print Labels
^V – Create Debit Memo
^A – Auto-assign next RTV Number
^D – Delete RTV
RTV Functions – F2 Replacement PO
RTV Functions – F3 RTV Memo
Return Triggers
• PO Receipts
– New checkbox if reject quantity
• Inspections
– Based on “Return” quantity
• Disposition
– Based on “Return” quantity
• IM Transactions – 31 PO receipts
– New checkbox if negative quantity
• All options open same RTV form & functions
PO Receipt
PO Inspection/Disposition
IM Transaction – Issue to Scrap
Other
• New Parameters
– Enable Return to Vendor
– Last RTV number odometer
• New Event – Return to Vendor
• New RTV_DETAIL table
• Outside Processing in a future release
PO Parameter
New Heads Up Event
• Triggered by creation of RTV_DETAIL record
• Vendor, Item, Reject Reason as parameters
New File
RTV_DETAIL
• Return to vendor detail
• One record per return
• All data from all screens
• If not enter, not yet created and can be created
• Once created can not be redone
• Can reprint forms
• Can access via standalone program
• Same function will pop up at reject points (without
lookup)
Q&A

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