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MFG/PRO 9.0 User Guide: PRO/PLUS - Document Library

1. GRS adds Req Line field to line Revision Fixed Price Inspect fed item screen Status Credit Terms Int Comments Supplier Item UM Conversion Manufacturer Stock UM Qty FAQAD 152 PRO PLUS USER GUIDE Control file settings for out of tolerance are described beginning on page 111 Fig 15 7 Purchase Order Maintenance Out of Tolerance Frame FAQAD Out of Tolerance Conditions Your company defines the way it wants to deal with out of tolerance conditions in the Requisition Control File 5 2 1 24 Two flags Use Tolerance Value and Use Tolerance Percent enable the system administrator to control if and how GRS calculates out of tolerance Out of tolerance processing works only if one of those flags is set to Yes A requisition line becomes out of tolerance if the buyer changes the Unit Cost field on a PO line to exceed the requisition maximum cost by more than the tolerance percent or tolerance value When this happens GRS displays the out of tolerance cost along with a Mark Requisition Line Out of Tolerance flag Pn Purchase Order Maintenance UserMenu Edit Queue Options Help Purchase Order PO1071 Supplier 002 Ln Format S M single Req Item Number Qty Ordered UM Unit Cost Disc 3 10000 RQ1190 tw2 4 0 EA 5 00 6 00 Reg RQ1190 Req Line 2 PO Net Unit Cost 4 70000 USD EA 5 00000 USD EA Req Max Unit Cost 1 25000 USD EA 1 25000 USD EA Mark Requisition Line Out O
2. To set up the interval ratings table enter the interval titles with their corresponding maximum score The system generates the appropriate minimum score numbers for each level and displays the results in descending order FAQAD 66 PRO PLUS USER GUIDE Fig 8 3 Performance Category Maintenance 5 15 1 FAQAD Defining Performance Categories The next step in setting up Supplier Performance is to define categories in Performance Category Maintenance 5 15 1 Supplier performance uses four predefined system categories to capture and associate event data ASN Information PO Receipts DO Receipts RTS Receipts You must create category definitions to use the data captured by system categories MFG PRO uses the details from the category definitions you create to sort calculate and report on data captured by the corresponding system categories Performance Category Maintenance OL x UserMenu Edit Queue Options Help 5 3 IP Category iE l Name Quality Description Quality Use Category yes Maximum Points 100 Threshold Points 75 Computation Method Discrete Discrete Discrete Type Deduct Parts Per Factor 1 000 000 Parts Per Counter Quantity Use Lookup Table no Aspects of the category you can customize include Naming the category You can use the predefined system category names or create names to fit your environment Activating or deacti
3. Supplier f d i Performance vef asn ata vec category or Supplier Supplier Control vef po receipts vec category or Performance Performance vef do receipts vec category or Category Master vec category verd category Registration Detail vef rs receipts vec category vew mstr Supplier Performance Weighting Factor Master Vendor Category Category Parts P r Range vec category vecd category ver vendor verd ventlor ver vendor source verd vendo source ver mstr Systpm Event Performance Chtegory vel_eari _receipt vee event or vef latd receipt vee event or vef over shipment vee event or vef under shipment vee event or vef missed shipment vee event or vel dip aen vee event or vef late_asn vee event Supplier Performance Registration Master vec category vepd category vecd det Supplier Performance Category Detail Performance Weight Factor r Vendor Performance vew_weight_code vepd_weight_code ver_vendor vep_vendor ver vendor source vep_vendor_source q vee_mstr Performance Event vepd_det vep_mstr Performance Detail CO Supplier Performance Master Supplier Performance Event Master Supplier Performance Detail vep_vendor vepd_vendor vep_vendor_source vepd_vendor_source vep_tran_date vepd_tran_date vep_tran_id vepd_tran_id vee_event vepd_ev
4. If you are satisfied that the requisition is correct choose Yes A routing frame lets you send the requisition into the approval process If you choose not to route the requisition at this time for example if you want to wait for additional information on a line item then exit without adding any routing information The requisition remains in your queue You can return to it later by entering its number on the first screen of Requisition Maintenance or you can use Requisition Routing Maintenance 5 2 14 if the requisition is ready to route The approval process does not start until you route the requisition to the first approver or reviewer Fig 13 7 Requisition Maintenance Requisition Maintenance Routing Frame Action 1 1 Route To 2 Reverse Route To Currently Routed To mat Mike Thorn Req Nbr reat 00 Maintain Aprvl Comments no Route To Buyer Action The routing action you want to take For new requisitions P See Requisition entering the approval process select 1 to route the requisition to the Routing Maule Nance on first approver page 142 FAQAD 134 PRO PLUS USER GUIDE FAQAD Currently Routed To The user in whose queue the requisition resides You can change this only if you are an alternate or administrative approver for the current routed to user Req Nbr The requisition you want to route This defaults from the requisition you have just completed Maintain Aprvl Comme
5. Output Batch ID FAQAD SUPPLIER SHIPPING SCHEDULES 203 Reviewing and Comparing Releases PRO PLUS offers updated review and comparison reports for viewing and analyzing schedule releases Activating the Supplier Shipping Schedules module lets you use the Schedule Type field in the following programs to select the type of schedule to review Supplier Schedule Export Aud Rpt 35 19 Schedule Comparative 5 5 3 15 Schedule Inquiry 5 5 3 4 Schedule Report 5 5 3 13 Schedule History Inquiry 5 5 3 5 Note When the Supplier Shipping Schedules module is inactive these programs continue to display PRO PLUS specific fields but these fields are not editable In addition the following reports and inquiries are added by this module Ship Delivery Time Inquiry 5 5 7 2 Ship Schedule Variance Compare 5 5 7 13 Ship to Plan Schedule Compare 5 5 7 14 Comparing Shipping to Planning Schedules Use Ship to Plan Schedule Compare 5 5 7 14 to compare active shipping schedules with their corresponding active planning schedules Fig 17 22 Ship to Plan Schedule Compare Ship to Plan UserMenu Edit Queue Options Help Schedule Compare E Bp amp De 5 5 7 14 Purchase Order l To Item Number To Supplier To Variance oo ABC Class Output Batch ID Variance Optionally specify a variance percentage 1 to 99 percent to report only item quantities o
6. See Delete Archive Functions on page 92 FAQAD 88 PRO PLUS USER GUIDE When data is archived using these cross references the archive data is saved with the correct corporate name instead of the name used at the reporting site Fig 10 6 Supplier Cross Supplier Cross Reference Maint Reference Maint UserMenu Edit Queue Options Help 5 15 23 3 Site 10000 0909090 amp bn Diego Main Plant Supplier Source PO To Supplier Source PO Supplier S 001 To Supplier C S 001 Supplier Source Enter DO or PO to differentiate the type of source supplier being referenced PO Only suppliers previously defined in Supplier Maintenance can be specified in the Supplier field DO Only sites previously defined in Site Maintenance can be specified in the Supplier field Supplier Enter the supplier name as recognized at the local site To Supplier Enter the corporate name for the local supplier When performance data or performance summary data is archived and Use Cross Reference is Yes the local site name is changed to this corporate site name in the archive file only Example Site 2000 3000 and 4000 all track performance for their suppliers ABC Inc is a supplier for all three sites but each site identifies ABC Inc with a different supplier code 001 505 and 100 These three sites must produce monthly supplier performance data for their corporate headquarters The corporate headquarters uses t
7. For example an item might cost 1 000 each and you receive 12 instead of 10 The overshipment based on quantity might not generate a supplier performance event but if the percent of cost is 10 then an overshipment is recorded No Evaluation does not occur The value in the corresponding Acceptable Over Shipment field is not used This value sets the default for the same field in Registration Maintenance Acceptable Over Shipment Enter the maximum cost by which an incoming shipment can be over the expected cost based on a percentage SETTING UP SUPPLIER PERFORMANCE 63 This value sets the default for the same field in Registration Maintenance Use Shipment Quantity Cost Enter Yes or No to specify whether to use the total value of the shipment quantity to calculate supplier performance Yes The system evaluates whether incoming receipts are over a specified cost based on quantity The evaluation is based on a comparison of the cost of the quantity received and the cost of the quantity expected No Evaluation does not occur The value in the corresponding Acceptable Over Shipment field is not used This value sets the default for the same field in Registration Maintenance Acceptable Over Shipment Enter the maximum cost by which an Tip This field is used incoming shipment can be over the expected cost based on quantity when Use Shipment This value sets the default for the same field in Registration Te Cost
8. Approver Report Use Approver Report 5 2 1 17 to display a variety of information about approvers grouped by approver type horizontal vertical job product line and name You can request a report on a single approver by entering the same user ID in both the User Id and To fields To view a report on specific levels categories and so forth enter ranges of data in the appropriate fields Leaving all fields blank produces a complete report on all approvers sorted by type FAQAD 158 PRO PLUS USER GUIDE Set the Yes or No flags as required to include information on the four types of approvers horizontal vertical job and product line in the report The Print Details flag lets you specify how much detail you want to see If you choose No the report includes approval and review levels sub account and cost center ranges categories jobs sites product lines and effective dates If you choose Yes the report adds the names of alternate and administrative approvers To view only those approvers whose profiles are in effect on a given date complete the Effective Date field The default is the current system date Fig 16 4 Approver Report ___Approver Report FE 5 2 1 17 User Menu Edit Queue Options Help User Id pir To pir Entity To Category To SubAccout To Cost Center Te Job To Site To Product Line To t Approval L
9. CHAPTER 4 sIf Bills 26 PRO PLUS USER GUIDE gt See Chapter 3 Capturing Self Billing Data on page 23 gt See Chapter 5 Matching Adjustment Self Bill Lines on page 38 FAQAD Introduction Before your MFG PRO system can begin to process customer initiated payments the corresponding shipping data must be collected for discrete sales orders and scheduled orders by Pre Shipper Shipper Confirm 7 9 5 You must allow a period of time for this shipping data to be captured before you begin to process any self bills During this time period post all invoices to AR for shipments to customers that use self bills Entering Self Bills Self Bill Auto Create 27 6 12 4 facilitates the task of entering customer remittance advice into MFG PRO With this program you specify a range of selection criteria as shown on the customer s remittance advice You can then associate the payment information with the correct MFG PRO invoice You assign a self bill number or the system generates a self bill number and assigns it to the document you are creating In certain situations you may not be able to associate some lines from a customer s remittance advice to the self bill you are creating These lines are labeled adjustment self bill lines You must manually associate these lines with the corresponding invoice lines using Self Bill Maintenance 27 6 12 1 Once you create the self bill using Self Bill Auto Create
10. 2 3 1 those remarks display here Sub Account An alphanumeric field that identifies the department to be charged with the cost May be required before final approval depending on the general ledger GL setup of your company Cost Center An alphanumeric field designating the cost center for which the items are being purchased May be required before final approval depending on the GL setup of your company Site Required Enter the site from which the order is being placed This becomes the default for the line items and can be changed at that level Entity Required Enter the entity code for the requisition Entity codes are used to process the GL transactions of a specific part of your company an office or region for example Job Optional An eight digit alphanumeric code used to track expenses for a specific event or activity If the items on this requisition are for a specific job enter the job name Otherwise leave it blank The system uses jobs to determine appropriate reviewers and approvers for requisitions When an approved requisition is copied onto a purchase order the entry in this field is copied into the Sales Job field Project Optional An eight digit alphanumeric code used to track expenses for a specific event or activity to a GL account Project is FA QAD 126 PRO PLUS USER GUIDE Tip Currency exchange rates are defined in Exchange Rate Maintenance 26 4 See Out of Tolerance C
11. 5 2 14 Requisition Approval Maintenance When a requisition is ready to be reviewed the originator begins the approval process as described in Chapter 13 If your company uses automated E mail the first person in the approval process receives a message that a requisition is awaiting action The approver then uses Requisition Approval Maintenance 5 2 13 to look at the requisition To see a list of requisitions waiting for an approver s disposition use Approver s Open Req Inquiry 5 2 16 Use the View Queue Dispositioned field in Requisition Approval Maintenance to select a requisition from the queue of items awaiting your attention REVIEWING AND APPROVING PURCHASE REQUISITIONS 139 Fig 14 1 Requisition Approval Maintenance zla Requisition Approval 2 Maintenance View Queue Dispositioned Queue 5 2 13 User ld mat Mike Thorn Req Nbr req110 View Requisition no Modify Requisition no Maintain Aprvl Comments no Action 1 1 Approve 2 Deny 3 Reverse View Queue Dispositioned Specify which list of requisitions you want to select from The setting in this field determines which list you see when you use the arrow keys or the look up browse Queue The list of requisitions that are currently routed to you Dispositioned The list of requisitions that you have already acted on User Id Displays the user ID of the reviewer or approver This field defaults to the individual logged on to the system Y
12. FAQAD Introduction Purchase requisitions come from two sources e Manually entered requisitions built in Requisition Maintenance 5 2 3 Requisitions created by approving MRP planned orders with Planned Purchase Order Approval 23 11 This chapter describes the structure of a requisition and discusses how to create a requisition using both of these sources Creating a Requisition with Requisition Maintenance With Requisition Maintenance 5 2 3 you build a requisition in three sections the header the line item detail and the trailer as shown in Figure 13 1 Enter Requisition Header General data for the requisition includes default values for line items Review Trailer Total requisition price data Enter Line Items begins approval routing Items being requested and process item specific data This section provides a field by field description of each part of the requisition CREATING PURCHASE REQUISITIONS 123 Creating the Purchase Requisition Header Data items you enter in the requisition header become defaults for each line of the purchase requisition Header information is divided between two frames You enter most of the data in the first frame the second includes optional detailed supplier information When you begin entering detailed line item data you can modify some of these entries on individual lines Note Some fields are required valid data must be entered in them or the syst
13. requisition 127 subjective events 69 Summary Data Delete Archive 92 Summary Data Extract 86 Summary Data Report 91 Supplier Calendar Maintenance 176 Supplier Controls Maintenance 178 Supplier Cross Reference Maintenance 87 Supplier Cross Reference Report 89 Supplier Performance activating 60 automatic data collection cycle 77 computational methods 67 data consolidation 87 defining performance categories 66 features 54 lookup table 68 manual data capture 79 inventory transfer 80 PO Returns 80 planning 60 rating systems 56 reporting 83 work flow 57 Supplier Performance Ctrl File 60 supplier performance data manually creating 81 Supplier Performance Report Card 84 Supplier Planning Schedule Maintenance 193 FAQAD supplier planning schedules bucketing 190 Supplier Schedule Audit Report 205 Supplier Schedule Control File 175 Supplier Schedule Export 196 197 supplier schedules 170 206 bucketing 189 document formats 198 generating from MRP planned orders 187 manually modifying 193 orders Cum Start field 185 Fab Auth Days 183 faxing 180 firm days 183 schedule days 183 schedule months 183 schedule weeks 183 standard pack quantity 185 transport days 184 processing 187 transmitting scheduled releases 196 setting up control file values 175 MRP percentages 187 ship delivery time codes 176 supplier calendars 176 supplier control data 178 Supplier Shipping Schedule Maintenance 193 supplier shipping schedules
14. 805 684 1890 Contents ABOUT THIS GUIDE aka wa m Rx ARANA AIR 1 What Is in This Guide RR ee 2 Other 9 0 Documentation seeeeeee eens 2 Online Help cc e aote der oie henge wpa ta a Us a Rt a n da e 2 QAD Web Sites uso a did Rare pA ae ERA race died aba aden 3 Conventions lee es 3 Windows Keyboard Commands 000 cece eens 4 Character Keyboard Commands 0 000 cece eee enn eens 5 SECTION 1 CUMULATIVE SHIPPED RESET 7 CHAPTER 1 CUMULATIVE SHIPPED RESET eere 9 Understanding Cumulative Accounting 0 0 0 0 eee eee eee 10 Using Cum Shipped Reset 0 cece eee es 10 Entering Cum Shipped Reset Fields 0 0 c cece eee eee 11 SECTION 2 SELF BILLING een nnn 13 CHAPTER 2 INTRODUCTION TO SELF BILLING esse 15 Overview Juve e pede so edes x aue ook a e edd x 16 Reviewing Traditional Self Billing eese 16 Iv PRO PLUS USER GUIDE Customer Initiated Payments 0 ccc cee eee ee 17 Self Bill Document ose cesena cerei ie e e E e eee 18 Self Billing Programs errores Ve a a e 19 CHAPTER 3 PREPARING TO USE SELF BILLING e 21 IntroductiOf iios a a a Rob e dou than a ww 22 Activating Self Billing 22 2 eee cette 22 Setting Up Customers oo scs esee 0 cece teen nea 23 Capturing Self Billing Data 0 0 0 eect ne as 23 CHAPTER 4
15. CREATING PURCHASE REQUISITIONS 131 Description Optional Item master field associated with inventory items If you enter an inventory line item Description defaults from the item master If you enter a non inventory item Item Not In Inventory displays Clear the field and enter a brief description of the item This description prints on formal documents such as POs Single Lot Optional Yes or No flag indicating whether each receipt b See User Guide requires a unique lot number This information is copied onto the ae purchase order with the approved line item It defaults from the Compliance Control File 1 22 24 Revision Optional A code identifying the engineering revision of this item This code defaults from the item master It is copied with the approved line item onto the purchase order The code can be changed to indicate that the required revision is not the same as shown in the Item Master UM Conv Optional Used to calculate the equivalent amount or value from purchase unit to stock unit of measure default is 1 Defaults from value set in Unit of Measure Maintenance 1 13 if available This field allows for correct conversion of both the items and their currency value For example your company might control pencils as individual items however the supplier might sell them only by boxes containing 24 pencils In that case set the value of UM Conv to 24 Stock Um Qty Reference field The requisition quantity c
16. Each step of the supplier performance process is detailed in the following chapters CHAPTER 8 Setting Up Supplier Performance This chapter details the steps you must take when setting up your Supplier Performance system This chapter discusses the following topics Planning a Supplier Performance System 60 Configuring Control File Settings 60 Defining Performance Categories 66 Defining Performance Events 69 Creating Category and Event Relationships 70 Defining Weight Factors 71 Creating Registrations 72 Collecting Data Without Reporting 73 60 PRO PLUS USER GUIDE Planning a Supplier Performance System Before you begin the supplier performance setup you should first plan your system Basic information you should decide and plan before setting up a supplier performance system includes The categories and events to monitor The impact or value of events The suppliers items sites and or commodity codes to monitor The impact or value of events for specific registrations For example does registration A in another country receive the same late penalties as registration B located across town The computational system to use for each category Which suppliers should receive E mail performance reports Configuring Control File Settings To set up the supplier performance system in your MFG PRO environment you must first activate Supplier Performance and define default information in the Supplier Perform
17. PRO PLUS USER GUIDE FAQAD Supplier Optional If you want to specify a supplier enter the unique supplier address code assigned to a supplier If the supplier has not yet been defined in Supplier Maintenance 2 3 1 enter the supplier name address phone number and name of contact in header comments If you do not specify a supplier an approver or the buyer will complete this field during the approval process If you enter a supplier code in the header that supplier becomes the default for the entire requisition you can change it at the line item level Ship To Optional The address to which the supplier is to send the goods The default Ship To is set in the Purchasing Control File 5 24 If the default is not correct for this order use the look up browse to display the address master select the correct Ship To address Requisition Date Required Enter the date the requisition is created Default is the current system date Need Date Required Enter the date the items are required at the end user s site Default is the system date Need date is used on the purchase order generated from the requisition It can be later than the due date to allow time for such activities as inspection or transportation from the receiving area to the end user This date prints on most reports and inquiries The need date can be changed for each line item It cannot be earlier than the current date Due Date Required Enter the date the i
18. Self Bill Maintenance is automatically invoked so you can associate any adjustment self bill lines with the corresponding invoice shipment The auto create process consists of four steps 1 Create a new self bill by defining selection criteria 2 Use the Self Bill Workbench to refine the selection by deselecting any lines that should not be referenced on this self bill 3 Print review and add selections to the self bill 4 Use Self Bill Maintenance to further define these selections so that they correctly reflect the information on the customer remitted self bill CREATING SELF BILLS 27 Fig 4 1 Self Bill Auto Create Oy x Self Bill Auto UserMenu Edit Queue Options Help Create 27 6 12 4 5 3 IP Self Bill j Bill To Currency Auth To Item To ShipDate To 7 Shipper it To jJ Customer PO To Sales Order To Ship From To Ship To To Sold To To Invoice To Include Shipment Details yes Include Trailer Charges no Include Taxes no Include Order Discounts no Sort By itemauth Item amp Authorization Entering Auto Create Fields Self Bill Enter the self bill to which the selections are to be added When left blank a self bill number is generated using control file default information Specifying an existing self bill number adds selections to that self bill Specifying any other number in this field creates a new self bill for that number and selections
19. Yes The system generates supplier schedules even when there are no detail line requirements These schedules are called zero schedules FAQAD 180 PRO PLUS USER GUIDE See Line Items on page 181 b See User Guide Volume 7 Release Management for details FAQAD When a zero schedule is generated only one line of data is printed on it This detail line has a quantity of zero Zero schedules are generated only once for an item and supplier combination Additional schedules are not generated for that item unless requirements exist for it In many environments sending a zero schedule to a supplier indicates that the associated items are no longer needed If this is true in your manufacturing environment set this field to Yes Firm Days Schedule Days Schedule Weeks Schedule Months Fab Auth Days Raw Auth Days SDT Code These fields set the default values for their corresponding fields in Scheduled Order Maintenance 5 5 1 13 when a scheduled order is created for this supplier Creating Scheduled Orders Scheduled orders define the parameters that MFG PRO uses to generate planning and shipping schedules for individual items that have been entered on separate scheduled order lines They provide the framework for a shipping contract between customer and supplier but have no delivery dates When you run Schedule Update from MRP the system uses item demand data from MRP to create planning and shipping schedules for sche
20. limited duration tasks such as projects Used to allow approval authority over a range of organizational structures but only if associated with a specific job Buyers individuals responsible for referencing approved requisition items on purchase orders Approvers horizontal vertical job and product line depending on how your company wants to authorize purchases Can be defined using various combinations of levels categories jobs entities sub accounts and cost centers The Global Requisition Setup Menu 5 2 1 lists the programs used to implement the purchase requisition process Menu Number Description Program Name 52 1 1 Approval Level Maintenance rqlmt p 5 2 1 2 Approval Level Browse rgliq p 52 1 4 Category Maintenance rqcmt p 5 2 1 5 Category Report rqcrp p 5 2 1 7 Job Maintenance rqjmt p 5 2 1 8 Job Browse rqjiq p 5 2 1 13 Horizontal Approver Maintenance rqahmt p Menu Number Description IMPLEMENTING GRS 105 Program Name 5 2 1 14 5 2 1 15 5 2 1 16 5 2 1 17 5 2 1 20 5 2 1 24 Vertical Approver Maintenance Job Approver Maintenance Product Line Approver Maint Approver Report Buyer Maintenance Requisition Control File rqavmt p rqajmt p rqaplmt p Iqarp p rqbmt p rqpm p Figure 12 1 summarizes the tasks required to set up GRS These tasks are described in detail in the following sections Fig 12 1 y GRS Setup Tasks Plan approval process Set up categories Set up defau
21. memo in this field Valid item codes with blank types are visible to MRP as a source of supply To identify an inventory item that should not be placed in inventory when received for example an extra quantity ordered for a special event enter M in this field Category Optional A logical grouping of related items by GL account number Used to determine the type of approval required for the item If you enter an account code in Pur Account or if one defaults from the supplier the system attempts to determine the category You can override this entry Pur Acct Required before final approval The GL account code used to record purchases The purchases account is a combination of the GL account number and the sub account number It defaults from the purchases account in the supplier master when a supplier is specified The entry in this field depends on the way your company s general ledger is set up Project Defaults from the header if entered Can be changed for each line item Cost Ctr Reference field Cost center that was specified in header if any Supplier Part Optional The supplier s item number If the item has been defined in Supplier Item Maintenance 1 19 the system defaults the supplier s item number to this field so it can be referenced on the purchase order Manufacturer Reference field The name of a specific manufacturer If the supplier item master includes a manufacturer it displays in this field
22. self bill has any outstanding amounts The detail mode lets you drill down to find which shipments have been fully paid and which have not Self Bill Discrepancy Report Use Self Bill Discrepancy Report 27 6 12 10 to view discrepancy details associated with a self bill document Use the details provided by this report to reconcile discrepancies in self bills This report shows the three types of discrepancies that prevent you from applying payment to a self bill Discrepant Lines Lines matched to invoice shipment data where the invoice shipment data has an open quantity an open amount or a price difference Adjustment Lines Lines marked with a type A These lines could not be matched when the self bill was originally created Lines Not Matched Lines that can be matched to invoice shipment data but for some reason were not These are marked as type blank Fig 6 3 Self Bill Discrepancy Report BEES Self Bill User Menu Edt Queue Options Help Discrepancy Report 3 Kg Ep Es 27 6 12 10 Selection Criteria Bill To To Transmission To Self Bill To Sold To To SekBillem Te Auhoizaon Te Customer PO nn 7 To Shipper To Sales Order To Ship From To Report Discrepant Lines yes Report Adjustment Lines yes Report Lines Not Matched yes Report All Lines no For each self bill the discrepancy total is displayed first followed by the P See Applying
23. 117 5 2 1 14 119 5 2 1 15 119 5 2 1 16 120 5 2 1 20 116 5 2 3 122 5 2 13 138 5 2 14 133 5 2 18 146 5 5 1 1 176 5 5 1 13 180 5 5 1 17 187 5 5 3 1 82 187 5 5 3 8 184 196 5 5 3 9 196 5 5 3 15 204 5 5 3 23 206 5 5 7 1 176 5 5 7 4 178 5 5 7 6 193 5 5 7 7 193 5 5 7 13 205 5 5 7 14 203 5 5 7 24 175 5 15 1 66 5 15 2 67 87 5 15 5 69 5 15 6 70 86 5 15 7 71 Index 5 15 15 84 5 15 17 82 5 15 19 90 5 15 22 70 5 15 20 91 5 15 23 1 92 5 15 23 2 93 5 15 23 4 89 90 5 15 23 3 87 7 5 19 1 10 7 9 5 23 15 5 24 60 27 1 41 27 6 12 1 32 27 6 12 4 26 32 27 6 12 7 40 43 27 6 12 8 43 27 6 12 10 47 27 6 12 11 46 27 6 12 15 49 27 6 12 23 48 27 6 12 24 22 27 21 81 35 13 30 32 35 18 196 35 19 205 36 16 5 48 5 2 1 1 113 830 document format 198 862 document format 198 A approval currency 110 Approval Level Browse 156 Approval Level Maintenance 113 Approver Maintenance horizontal 117 job 119 FAQAD 214 PRO PLUS USER GUIDE product line 120 vertical 119 Approver Report 157 approvers for GRS administrative 118 alternate 118 horizontal 107 job approvers 108 product line 109 types 107 vertical 108 Archive File Reload 48 archive delete requisitions 166 self bills 48 supplier performance data 92 supplier schedules 206 B bucketing supplier planning schedules 190 supplier schedules 189 supplier shipping schedules 189 Build PO from Requisitions 146 build report 151 PO header frame 150 Selection frame 14
24. 7 5 15 8 5 15 10 5 15 11 Performance Category Maintenance Performance Category Inquiry Supplier Category Maintenance Supplier Category Inquiry Performance Event Maintenance Performance Event Inquiry Performance Weight Factor Maint Performance Weight Factor Inquiry Registration Maintenance Registration Report povecmt p povecrp p povescmt p povescrp p poveemt p poveeiq p povewmt p povewiq p povesimt p povesirp p Fig 7 2 Supplier Performance Work Flow Table 7 1 Supplier Performance Programs FAQAD 58 PRO PLUS USER GUIDE FAQAD Menu Number Description Program Name 5 15 13 5 15 14 5 15 15 5 15 17 5 15 19 5 15 20 5 15 22 5 15 23 5 15 23 1 5 15 23 2 5 15 23 3 5 15 23 4 5 15 24 Supplier Performance Program Types Performance Data Maintenance Performance Data Report Performance Report Card Missed Shipment Event Generator Summary Data Extract Summary Data Report System Category Event Maint Delete Archive Menu Performance Data Delete Archive Summary Data Delete Archive Supplier Cross Reference Maint Supplier Cross Reference Report Supplier Performance Ctrl File povepmt p povedrp p povedrp2 p povemsrq p povesmex p povesmrp p poveecmt p poveup p povesup p poveexmt p povexrp p povepm p The Supplier Performance module consists of four program types Setup programs Registration programs Data collection and maintenance programs Reports and inquiries
25. Approver 2 Review Required no Approval Required no Administrative Approver Start Effective End Effective User ld Enter the ID of an individual assigned an expenditure authorization limit within a defined set of GL account sub account cost center and entity ranges This can also be a reviewer a person who may not have a high enough level to approve a purchase but still reviews it from a policy or compliance standpoint Entity Enter the entity code for which an approver can authorize requisitions Entity codes are used to process the general ledger transactions of a specific part of your company an office or region for example Leave blank 1f this approver can authorize requisitions for all entities Category Alphanumeric code for the selected category This field applies to Horizontal Approver Maintenance only Sub Account From Beginning of the range of sub accounts for which this approver is authorized to approve requisitions If there is a value in Sub Account To this field cannot be blank Sub Account To End of sub account approval range Defaults to value entered in Sub Account From field If there is a value in Sub Account From this field cannot be blank Cost Ctr From Beginning of the range of cost centers for which this approver is authorized to approve requisitions If there is a value in Cost Ctr To this field cannot be blank Fig 12 8 Horizontal Approver
26. CREATING SELF BILLS 2 000 c eee eee eee 25 Intro dUCHON dee o uid a toes obe dadas 26 Entering Self BiS esa cen Seed ao dina aaa Bie aera aa 26 Entering Auto Create Fields 0 0 0 cece cee eee 27 Using Self Bill Auto Create oooooooocococococ eee ee 28 Importing Self Bills 22 0 eee eee eee 30 CHAPTER 5 MAINTAINING SELF BILLS 00000 eee eee eee 31 Maintaining Self Bills 2 0 0 2 cece eens 32 Entering Header Values 0 cece eee eee 32 Creating a New Self Bill 0 0 0 eee ee eee 33 Deleting Self Bills 00 0 eee eee ee 39 Applying Payment to Self Bills 0 0 0 0 eee eee ee eee ee 40 Reconciling Self Bills 0 0 eee ee eee eee 41 Reversing Payment scrocco 20 cece eee e 43 CHAPTER 6 SELF BILLING REPORTS AND INQUIRIES 45 Selt Bill Report s cc ini eda ea ees EIER A dive eee kee 46 Invoice Memo AR Balance Report 2 0 0 cee eee eee ee 46 Self Bill Discrepancy Report sssseseeeeee eee 47 Self Bill Delete Archive 0 2 cece cette tenes 48 Shipment Invoice Crossref Report 0 0 0 eee eee 49 FAQAD CONTENTS SECTION 3 SUPPLIER PERFORMANCE esee ees 51 CHAPTER 7 INTRODUCTION TO SUPPLIER PERFORMANCE 53 OVEIVICW xoubekeucsn d e peritus Bp s Se eec UR Laan Boia ste ce od 54 Featutes o cg led da Ree ee e terc le Ioa Panes Gh a HER deals 54 Flexible Registration 0 0 cece eee III 54 Fle
27. Control File 109 Requisition Delete Archive 166 Requisition History Log 163 Requisition Inquiry 159 Requisition Maintenance 122 Requisition Report 162 Requisition Routing Maintenance 133 142 requisitions canceled 127 final approval 142 line items 128 number 110 123 planned orders 135 routing 141 trailer frame 133 routing approval for requisitions 133 S Schedule Comparative 204 Schedule Delete Archive 206 Schedule Print 184 196 200 Schedule Print in Fax Format 196 202 Schedule Update from MRP 187 bucketing requirements 189 calculations 191 firm days effect 183 188 report options 193 supplier performance 82 Scheduled Order Maintenance 180 header frame 180 Order Line Item Data frame 181 Shipping Schedule Info pop up 186 Scheduled Order MRP Maintenance 187 SDT See ship delivery time codes SDT Self Bill Auto Create 26 Self Bill Delete Archive 48 fAOAD 216 PRO PLUS USER GUIDE Self Bill Discrepancy Report 47 Self Bill Maintenance 32 Self Bill Payment Application 40 Self Bill Payment Undo 43 Self Bill Report 46 Self Bill Workbench 29 Self Billing overview 16 traditional 16 work flow 17 Self Billing Control File 22 self bills deleting 39 maintaining 32 reporting 45 reversing payments 41 ship delivery time codes SDT 176 Ship Delivery Time Maintenance 176 Ship Schedule Variance Compare 205 Ship to Plan Schedule Compare 203 Shipment Invoice Crossref Report 49 standard pack quantity 185 status
28. ERE ee ERE eee ys 138 Reviewing and Approving a Requisition 0 0 0 0 ee ee eee 138 Requisition Approval Maintenance 0 000000 om 138 Final Approval lsseleleeeee III 142 Requisition Routing Maintenance 0 0 0 0 0 ee ee eee 142 CHAPTER 15 USING REQUISITIONS TO BUILD PURCHASE ORDERS 145 Inno MP s 146 Creating a Purchase Order 0 0 eee eect eee 146 Establishing Selection Criteria lesse 147 Selecting Purchase Requisition Line Items 149 Adding Requisition Lines to the Purchase Order 150 Usmg the PO Report eism da RE Rs 151 Modifying the Purchase Order 0 0 cece eee eee eee 151 Out of Tolerance Conditions 0 0 00 eee eee eee 152 FAQAD Vill PRO PLUS USER GUIDE CHAPTER 16 GRS REPORTS AND INQUIRIES Lesser 155 Viewing GRS Setup Data 0 0 cece 156 Approval Level Browse 0 0 0 ccc eee 156 Category Report edes eret RE VERS EE eee ede 156 Job Browse msi cics iiia eR ease bleed Iran 157 Approver Report 0 cece eee eee ee 157 Viewing Requisition Data 0 0 eens 159 Requisition Inquiry 0 0 eee eee eee ee ee 159 Requisition Browse 0 cece cece eee enna 161 Requisition Report 2 2 2 cee eee eens 162 Requisition History Log 0 0 cece eee eee 163 Approval Status Inquiry 0 eee e
29. Options e sese ccce icia eee eee eee eens 193 Manually Updating a Schedule Release 0 00000 ee ee eee 193 Transmitting Supplier Schedules 0 0 0 0 cece eee ee eee 196 Exporting for EDI ve 3 006 donde dee Re reor deed eee 197 Printing Supplier Schedules 0 0 0c ee ee ee eee ee 200 Transmitting the Release by FAX 0 0000 0008 202 Reviewing and Comparing Releases 0 0 0 cece eee eee 203 Comparing Shipping to Planning Schedules 203 Comparing Schedule Releases 0 0 00 e eee ee eee 204 Comparing the Current Release with the Prior Release 205 Reviewing EDI Data 0 0c eee eee 205 Deleting and Archiving Schedules 0 0 0 cece eee eee eee 206 APPENDIX A FILE RELATIONSHIP DIAGRAMS eee eene 207 Supplier PerformanceT llsleeeeeee eh 208 Supplier Performance II lsssseeeeeeee enee 209 Self Billing eric cia eco bei ob naue deo seda dris 210 Global Requisition System leeeeeeee ee nee 211 Supplier Shipping Schedules 0 0 0 cece eee eee eee 212 INDEX oe ee ee eee ee ee rere 213 IX FAQAD X PRO PLUS USER GUIDE FAQAD About This Guide What Is in This Guide 2 Windows Keyboard Commands 4 Character Keyboard Commands 5 2 PRO PLUS USER GUIDE FAQAD What Is in This Guide This guide presents the features of the MFG PRO PRO PLUS package Use this guide to
30. Performance module The following chapters are included Introduction to Supplier Performance 53 Setting Up Supplier Performance 59 Collecting Performance Data 75 Reporting and Managing Data 83 52 PRO PLUS USER GUIDE FAQAD CHAPTER 7 Introduction to Supplier Performance This chapter introduces the functions and features of the MFG PRO Supplier Performance module Overview 54 Features 54 Supplier Performance Work Flow 57 54 PRO PLUS USER GUIDE FAQAD Overview MFG PRO s Supplier Performance module enables manufacturers to monitor the performance of their internal and external suppliers Depending on your manufacturing environment you can customize the way your system collects performance data as well as how you report performance metrics You can create your own data collection points or use the ones predefined in the system This module provides flexible automatic and manual data collection You can optionally record any nonroutine events or modify or add to any existing event with the maintenance functions Finally you can tailor performance reports both internal and external to meet your needs Features Flexible Registration MFG PRO s Supplier Performance module lets you enable or disable data collection for any registration A registration in Supplier Performance is the record used to specify the supplier site item corporate commodity code date or combination of these for which performance dat
31. Release ID is Yes in the Purchasing Control Tip File 5 24 Schedule Update from MRP generates supplier schedule m release release IDs based on the date their associated schedules were created or generated for updated manually created supplier schedules Eleven digit date based release IDs of the form YYYMMDD xxx are generated using the following components The four digit year YYYY The two digit month MM e The two digit day DD A three digit incrementing release number xxx Example A schedule is generated on November 24 1998 using Schedule Update from MRP Based on this date the system generates the following release ID 19981124 001 If you generate a second release of the same schedule on that same day the release ID is set to 19981124 002 Report Options When Report Detail Summary is set to Detail an audit report of the entire calculation is printed Execute the function with Update set to No to preview the results before generating any schedules When Update is Yes selected planned orders are automatically approved and a release is created The new release can then be modified in Supplier Planning Schedule Maint 5 5 7 6 or Supplier Shipping Schedule Maint 5 5 7 7 or sent to your supplier Note Schedules cannot be updated in Schedule Maintenance 5 5 3 3 when the Supplier Shipping Schedules module is active Manually Updating a Schedule Release Use Supplier Planning Schedule Maint 5 5 7 6 or Sup
32. Time Short and Medium Long Term Medium Medium term Term and Long Term Elements Header Header Header Header Header Shipping Planning Planning Line Items Line Items Schedule Schedule Schedule Trailer Trailer Trailer Trailer Shipping POs Schedule Trailer 171 Table 17 1 Summary of Purchase Order Characteristics FA QAD 172 PRO PLUS USER GUIDE Fig 17 1 Supplier Schedules Work Flow FAQAD Supplier Schedules Example A manufacturer of circuit boards needs blank boards supplied on each day of the week The manufacturer knows the exact quantities they require for the next few days can estimate their requirements for the next few weeks and knows the approximate requirements for the next 12 months The supplier of these circuit board blanks uses the planning information provided by the manufacturer to place its orders for raw materials and to plan production It can use planning schedules to help define its delivery and planning schedules and shipping schedules to schedule the day to day deliveries required by the circuit board manufacturer The same manufacturer also needs to order the solder used to weld circuits to the board Since the solder is sold in bulk quantities and a large supply is always on hand the manufacturer does not generate shipping schedules for it Instead a planning schedule for solder requirements is generated for the next twelve months The planning schedule indicates tha
33. When this is true the planning schedule is used instead When you generate a planning schedule without generating a corresponding shipping schedule the planning schedule includes the daily item requirements but without the automatic time bucketing of the shipping schedule SUPPLIER SHIPPING SCHEDULES Supplier shipping and planning schedules can be created manually However typically they are generated automatically based on item requirements from Material Requirements Planning MRP Note When supplier shipping and planning schedules are updated manually MRP is not directly affected However any manual changes to a shipping or planning schedule are used to automatically update the system maintained supplier schedule type 4 The next time MRP is run the modified schedule data are considered by MRP Types of Purchase Orders Table 17 1 contrasts the characteristics of PRO PLUS supplier schedules with other kinds of purchase orders in MFG PRO Supplier Supplier Shipping Planning Supplier Purchase Blanket Schedules Schedules Schedules Orders Orders Delivery Multiple Multiple Multiple Single for Multiple Dates order item Delivery Multiple Multiple Multiple No No Times System Entered Entered Generated Manually Manually Seen by Indirectly Indirectly Yes Yes No MRP through type through type 4 schedule 4 schedule Receipts Yes Yes Yes Yes No Duration Short and Medium and Short One
34. a category its values also display Performance Category Inquiry ic x UserMenu Edit Queue Options Help Rp 3 ie Category 06 Name PO Returns Output terminal Description Purchase Order Returns Use Category yes Maximum Points 100 Threshold Points 63 Computation Method PartsPer Parts Per Discrete Type Deduct Parts Per Factor 100 000 Parts Per Counter Quantity Use Lookup Table yes Performance Category Inquiry Oy x UserMenu Edit Queue Options Help 5 3 Ie Category 06 Name PO Returns Output terminal Value From Value To Percent 0 00 10 00 100 00 11 00 100 00 95 00 101 00 1 000 00 90 00 1 001 00 50 000 00 80 00 Consolidating Data from Multiple Sites You can consolidate performance data from multiple sites to one central database using Archive File Reload 36 16 5 to load files produced by Performance Data Delete Archive and Summary Data Delete Archive Supplier Cross Reference Maint When you consolidate performance data or summary performance data from multiple sites to one local database performance data labeling variations may occur Use Supplier Cross Reference Maint 5 15 23 3 at each reporting site to help you resolve any supplier name inconsistencies In this program you indicate the supplier source and name you gave the supplier and the supplier source and name that is used at the corporate site Fig 10 5 Performance Category Inquiry 5 15 2
35. are added to it Bill To Enter the bill to for which the selection is to be made This is the customer s address When entering information for an existing self bill you must also enter that bill to All shipments referenced on the shipper must be paid by the same bill to Currency Enter the currency for this self bill document All shipments referred to on the self bill must be invoiced in the same bill to currency Only this currency can be used on this self bill Currency is mandatory When a self bill is specified in the Self Bill field data defaults from that self bill s bill to Authorization Enter the authorization number sent by the customer to identify a shipment Release Authorization Number RAN Dealer FAQAD 28 PRO PLUS USER GUIDE See Shipment Invoice Crossref Report on page 49 FAQAD Order Number DON and kanban numbers are examples of authorization numbers When you add detail lines you can enter an authorization number to select shipments from the shipment invoice cross reference table Sort By Specify the display order for information on the Self Bill Workbench The four sort orders are tem Number and Authorization Number Authorization Number and Item Number Shipper Number and Item Number Customer PO and Item Number Using Self Bill Auto Create Follow these steps to create a new self bill or to add lines to an existing self bill using Self Bill Auto Create 27 6 1
36. deleting it from your system For data consolidation purposes the archive file produced can be reloaded using Archive Data Reload 36 16 5 You can also archive performance data using the corporate standardized supplier names you defined in Supplier Cross Reference Maintenance 5 15 23 3 Performance Data Delete Archive UserMenu Edit Queue Options Help B a Go ES Selection Criteria Supplier Source mmm Supplier To L 1 Item Number To Site To po Order Nbr po 7 To L jJ Receiver To D Corp Commodity Code Do To E 14 Transaction Date 7 7 To 10 20 98 Use Cross Reference n Delete n Archive n Archive File Summary Data Delete Archive Use Summary Data Delete Archive 5 15 23 2 to delete and or archive summary performance data created by Summary Data Extract You can also archive summary data without deleting it from your system For data consolidation purposes the archive file produced can be reloaded using Archive Data Reload 36 16 5 You can also archive summary data using the corporate standardized supplier names you defined in Supplier Cross Reference Maintenance 5 15 23 3 REPORTING AND MANAGING DATA 93 Fig 10 13 Summary Data Delete Archive o Summary Data II Delete Archive 668 QuE 5 15 23 2 FAQAD 94 PRO PLUS USER GUIDE FAQAD SECTION 4 Global Requisition System GRS This section includes
37. documentation To obtain a QAD Web account go to http support gad com The QAD Web site also has information about training classes and other services that can help you learn about MFG PRO Conventions MFG PRO 9 0 is available in several interfaces Windows character Web browser and an interface for object oriented programs To standardize presentation the documentation uses the following conventions MFG PRO screen captures reflect the Windows interface References to keyboard commands are generic For example choose Go refers to F2 in the Windows interface and to F1 in the character interface The following tables identify the keyboard commands for the Windows and character interfaces FAQAD 4 PRO PLUS USER GUIDE Windows Keyboard Commands Navigation Keyboard Commands Entry Description Go F2 Moves to next frame End Esc Exits a frame program or menu Previous F9 or up arrow Retrieves previous record in a key data field Next F10 or down Retrieves next record in a key data field arrow Enter Enter Moves to next field within a frame Tab Tab Moves to next field within a frame Back Tab Shift Tab Moves back one field within a frame Exit Alt X Closes a program Run Ctrl R Starts a program by name Save object F12 In a key frame moves to data entry in data entry saves and returns to key frame Print object Ctrl P Prints browse or maintenance information Help Keyboard Comman
38. entry in data entry saves and returns to key frame Print object Ctrl P Prints browse or maintenance information FAQAD 6 PRO PLUS USER GUIDE FAQAD Help Keyboard Control Key Commands Entry Entry Description Field Help F2 Ctrl W Opens help on current field Procedure Help F2 Ctrl W Opens help on current program Look Up F2 Ctrl W Displays choice of records Browse Browse F7 Opens the browse options window Options Browse Alt F Turns the browse options on and off Options Toggle Field Name Ctrl F Ctrl F Displays the field name Edit Keyboard Control Key Commands Entry Entry Description Insert F3 Ctrl T Enables text insertion Delete Record F5 Ctrl D Deletes an open record Recall F7 Ctrl R Recalls last saved value in a field standard Cut F8 Clears a field Copy F11 Ctrl B Copies a field Paste F11 Ctrl B Inserts value that you copied Multiple Copy F12 Ctrl A Copies values from one or more fields standard and pastes them into the same fields of another record Clear Date Shift Clears the value in date fields SECTION 1 l lative ad Reset umulative 8 PRO PLUS USER GUIDE FAQAD CHAPTER 1 Cumulative Shipped Reset This chapter presents the Cumulative Shipped Reset program Topics discussed are Understanding Cumulative Accounting 10 Using Cum Shipped Reset 10 Entering Cum Shipped Reset Fields 11 10 PRO PLUS USER GUIDE Tip Only shipments for scheduled sales
39. flag to No to avoid being prompted each time with the comment entry screen Line Comments Yes or No flag indicating whether comments are normally entered on each requisition line The flag can be changed manually on a requisition If you normally do not use comments set this flag to No to avoid being prompted each time with the comment entry screen Setting Up Automated E Mail Optional If you want GRS to send automatic E mail notifications during the requisition approval cycle use E Mail Definition Maintenance 36 4 20 to establish information about how GRS communicates with your E mail system You must also add E mail information for each user in User Maintenance 36 3 18 These functions are described in User Guide Volume 11 Manager Functions IMPLEMENTING GRS 113 Defining Approval Levels An approval level within GRS is defined as the maximum amount of approval currency a person assigned that level is authorized to approve You define approval levels in Approval Level Maintenance 5 2 1 1 To view existing approval levels use Approval Level Browse 5 2 1 2 Approval Level Maintenance UserMenu Edit Queue Options Help EERE Approval Level Description 1 000 maximum Approval Amount 1 000 Approval Currency usd Approval Level Enter a two digit number defining a level At initial system setup you should consider establishing these in increments of 5 or 10 so that you can later insert interm
40. for planned Item Number ti To orders Site 10000 To 10000 Release Date To 7 Default Approve no Buyer Planner Include Phantoms no Pry Planned Purchase Order Approval _ ol x UserMenu Edit Queue Options Help Ln Req Item Number Qty Ordered Release Due Approve Approve planned 1 E UZ 100 0 09 14 97 33714737 no orders to create a 2 REQ10081 09 0001 17 0 09 13 97 09 11 91 yes multiple line 3 REQ10081 09 0035 11 0 09 03 97 09 17 97 yes requisition 4 09170002 12 4010 12 0 09 17 97 09 17 97 no 5 09080069 44000 200 10 0 09 14 97 09 14 97 no 09080070 44000 300 20 0 09 14 97 09 14 97 no 7 09080115 8 1000 50 100 0 09 14 97 09 14 97 no 8 09080122 al4 10 0 09 14 97 09 14 97 no 9 09080123 al5 10 0 09 14 97 09 14 97 no 10 09080025 appla 13 0 09 14 97 09 14 97 no Ln Req Item Number Qty Ordered Release Due Approve In the first screen of Planned Purchase Order Approval you set selection criteria for MRP planned orders You then set the Approve field to Yes or No for each planned order as appropriate The system creates one multiple line requisition that includes all the approved planned orders The new requisition number appears on all approved lines Use Requisition Maintenance 5 2 3 to make any required changes to the new requisition before beginning the approval process FAQAD 136 PRO PLUS USER GUIDE FAQAD CHAPTER 14 Reviewing and Approving Purchase Requisitions This chapter de
41. frame to specify an item to be ordered from the supplier and the site to receive that item Unique line numbers enable you to enter more than one schedule line for the same item if needed Scheduled Order Maintenance UserMenu Edit Queue Options Help Purchase Order 1000 Supplier 5001000 Biel Es Hp Bp 3 IP METAL SUPPLY COMPANY Item 44 100 Ship To Site 10000 Line 2 amp First Order Line Item Data Frame Use fields in the first Order Line Item Data frame to specify pricing and inventory data for the item referenced in the previous frame Use the list discount table pricing functions in the PO RTS Sched RMA Rept Price Menu 1 10 2 to set up price lists for scheduled orders The price from the applicable list displays in the Unit Cost field Effective prices can be updated in Purchase Order Receipts 5 13 1 and PO Shipper Receipt 5 5 5 11 Set Update Current Cost to Yes to update current costs for inventory items during receipt Fig 17 7 Scheduled Order Maintenance 5 5 1 13 Header Frame Fig 17 8 Scheduled Order Maintenance Item and Ship To Site See User Guide Volume 6 Master Files for details on price lists FAQAD 182 PRO PLUS USER GUIDE Fig 17 9 Scheduled Order Order Line Item Data Maintenance First Disc Table 78 100 Update Current Cost no Order Line Item Unit Cost 19 50 Location p Pur Acct 5100 UM EA Data Frame Taxable no UM Conversion 1
42. in Supplier Calendar Maintenance 5 5 1 1 For suppliers that do not have supplier specific calendars the standard shop calendar set up in Calendar Maintenance 36 3 5 is used When both Schedule Days and Schedule Weeks are positive on a scheduled order line the number of daily buckets may extend beyond the number of schedule days defined on that line This occurs so that the first schedule week will always begin on the first day the supplier is available SUPPLIER SHIPPING SCHEDULES Example A scheduled order SCD 128 is created for supplier SUP886 For line 1 on this order Schedule Days is 14 and Schedule Weeks is 4 Schedule Update from MRP is run with As of Date set to 03 09 99 a Tuesday The supplier calendar for SUP886 indicates that the first day of the week on which the supplier is available is Monday So that weekly bucketing will start on a Monday the system generates a shipping schedule covering 20 days rather than just 14 For each monthly requirement bucket on a planning schedule the system assigns the entire item quantity to the first Monday of the applicable month When schedule weeks do not end on the last Sunday of the month the number of weekly buckets on the planning schedule may extend beyond the number of schedule weeks specified for the applicable scheduled order line Shipping schedule requirements are stored in time buckets based on the SDT code for the number of schedule days indicated on the associated or
43. includes both PO cost and requisition cost and unit of measure Fig 16 12 Out of Tolerance Inquiry 5 2 21 Out of Tolerance Inquiry UserMenu Edit Queue Options Help Req Nbr t DueDate 7 Need Date Rastn Date Pod Entered By Requested By End User Route To Output terminal Req Max Req Unit Cost Cur Stk UM PO Net PO Unit Cost Cur Stk UM 20 00 usd ER 20 00 usd ER 25 00 usd EA 25 00 usd ER FAQAD 166 PRO PLUS USER GUIDE Fig 16 13 Requisition Delete Archive 5 2 23 FAQAD Deleting and Archiving Requisitions Use Requisition Delete Archive 5 2 23 to archive and delete closed purchase requisitions those for which all lines have been received or canceled Run the program twice establishing selection criteria and leaving the Delete flag set to No the first time You can then review the resulting report and adjust the selection criteria until they are correct Then run the program with both the Delete and Archive flags set to Yes The system archives historical data and deletes all requisitions meeting the selection criteria For each deleted requisition you can delete all history records that are older than the number of days entered in History Older Than Days For example if you enter 100 the system deletes history records that are over 100 days old for each requisition meeting the selection criteria Emi Requisition Delete Archive Us
44. is Maintenance Default Points Enter the default point value to use when creating events in Performance Event Maintenance 5 15 5 This value sets the default for the Points field in Performance Event Maintenance Parts Per Counter Enter the parts per calculation method e Quantity The parts per calculation is based on the total quantity received e Events The calculation is based on the number of events a receipt has generated This value sets the default for the same field in Performance Category Maintenance 5 15 1 Parts Per Factor Enter the factor used to calculate supplier performance rank when the parts per rating method is used The default is 1 000 000 This value sets the default for the same field in Performance Category Maintenance NQAD 64 PRO PLUS USER GUIDE FAQAD Missed Shipment As of Displays the date entered for the same field in the Missed Shipment Event Generator 5 15 17 when that program was last executed This is the beginning date the system uses when searching for missed shipments This field is for reference only and is not editable Last Missed Shipment Run The last date the Missed Shipment Event Generator was run This field is for reference only and is set by the system each time the Missed Shipment Event Generator is run Include PO Orders Enter Yes or No to specify whether the Missed Shipment Event Generator should consider purchase orders This value sets the default for the
45. mail addresses for all GRS users in User Maintenance 36 3 18 If you decide to use automatic E mail you can send E mail in Regular or Extended mode Table 12 2 summarizes GRS events and the resulting E mail recipients for these modes Extended mode also GRS event Regular mode notifies notifies Route requisition New route to Requested by end user Reverse route requisition Current route to Requested by end user Modify or delete requisition Current route to Requested by end user Mark out of tolerance Requested by end user IMPLEMENTING GRS 107 A system generated E mail message includes the following Action Route to Requisition number Reason Requisition date e Remarks Need date Approval status Due date Database Requested by Extended cost total Entered by Maximum extended cost total End user Approval comments up to 15 lines Approver Types Before you begin using the setup programs consider how your company See Setting Up Approvers on manages requisition approvals GRS provides the flexibility to set up page 116 approvers based on the way your company wants to manage the approval process You can set up four types of approvers horizontal vertical job and product line using approver maintenance programs 5 2 1 13 through 5 2 1 16 Once you have decided which types of approvers are best suited to the way you want to use GRS you are ready to set up levels categories and jo
46. mat mat reqii3 07 07 97 08 54 08 mat mat reqii3 97 07 97 10 03 45 mat mat reqii4 07 02 97 13 45 27 mat mat FAQAD 164 PRO PLUS USER GUIDE Fig 16 9 Approval Status Inquiry 5 2 15 Fig 16 10 Approver s Open Req Inquiry 5 2 16 FAQAD Approval Status Inquiry The Approval Status Inquiry 5 2 15 indicates the current routing and approval status of a requisition It includes the types and numbers of approvals defined in the control file as well as the number still needed for this requisition If any approvers have entered approval comments they are displayed on this inquiry Prt Approval Status Inquiry olx UserMenu Edit Queue Options Help Req Nbr RQ1027 Output terminal Approvals Completed yes Route To pjr Routed To Purchasing yes Approval Status Approved Required Rpprs Rvwrs Remaining 0 Denials 0 Vertical Approvals Needed 0 Vertical Approvals Made 1 Vertical Approvers Heviewers User Id Aprvr Req Rvwr Req Action Date Time pir yes no no no Approved 09 30 97 10 32 03 tap2 yes no no no Approver s Open Req Inquiry The Approver s Open Req Inquiry 5 2 16 shows which requisitions are currently routed into an approver s queue Approver s Open Req Inquiry UserMenu Edit Queue Options Help Approver s Open Req Inquiry UserMenu Edit Queue Options Help User Id asw Tony Wood Open Only Output terminal Max Ext Req Nbr Remarks Ent Date Need Da
47. order in two ways b See Modifying Create a purchase order in Purchase Order Maintenance 5 7 enter dud ad header data then reference each individual requisition line on a PO page 151 and line This is the same process described in MFG PRO User Guide a Volume 2 Distribution This chapter also includes changes GRS has Conditions on made to Purchase Order Maintenance page 152 Copy requisition lines directly to a new or existing purchase order using Build PO from Requisitions 5 2 18 This chapter discusses the second option Figure 15 1 summarizes the task flow Fig 15 1 Build PO from Requisitions Task Flow Set criteria for selection of Open purchase order create requisition lines new PO or add to existing Generate report to display copied lines and show messages Select lines to be copied onto purchase order Creating a Purchase Order Build PO from Requisitions 5 2 18 consists of a series of frames that lead you through the build process 1 Set the criteria you want to use for selecting appropriate requisition lines 2 Select the lines you want to copy to the purchase order 3 Open a purchase order either create a new PO or open an existing one where you want to append the requisition lines 4 Generate a report on the copy process This report displays the lines that you copied as well as any warning messages GRS has generated FAQAD USING REQUISITIONS TO BUILD PURCHASE O
48. order lines are included FAQAD Understanding Cumulative Accounting Cumulative accounting is widely used in manufacturing environments This accountability method keeps track of the cumulative shipped quantity for a supplier Periodically and at the request of a customer the supplier must reset this number to zero or some other specified quantity If this reset is not done on the specified date and time product demand calculated by the system may be incorrect This would result in lost sales for the supplier Using Cum Shipped Reset Cum Shipped Reset 7 5 19 1 resets the cumulative totals for scheduled orders and generates a summary or detail report showing the scheduled orders reset You can reset one or a range of scheduled orders based on the selection criteria You can run the cumulative reset function without actually resetting a scheduled order s cumulative totals This gives you an opportunity to review the scheduled orders being reset before actually changing the database You do this by setting Update to No When Update is Yes the cumulative totals are reset Cum Shipped Reset lets you include or exclude manual adjustments made in Cumulative Shipped Maintenance 7 5 16 To include these manual adjustments set the Include Manual Cum Adjustments field to Yes Setting this field to No ignores all manual adjustments when resetting the cumulative shipped quantity At the time you reset a scheduled order s cumulative tot
49. remove employee s status as a buyer Default is No set to Yes to delete this person from the buyer master Important If you use generalized codes for the Buyer field po buyer in Purchase Order Maintenance 5 7 you must first use Generalized Codes Maintenance 36 2 13 to establish any user you want to define in Buyer Maintenance as a valid entry Otherwise an error displays in Buyer Maintenance Setting Up Approvers As discussed in the section on planning GRS provides four programs for defining the approvers most appropriate to your company These programs use combinations of the level category and job data you established earlier in the setup process along with entity sub account and cost center data to define an approver profile Use Approver Report 5 2 1 17 to view information on existing approvers IMPLEMENTING GRS 117 This section describes the four GRS approver maintenance programs These programs include many common fields Descriptions of these fields are provided only once and are not repeated for each program Horizontal Approver Maintenance SIE User Menu Edit Queue Options Help ESTIS ET IS EJ Userld pir Patrick Rowan Entity 1000 Test Company Primary Category 1000 Auto Lease amp Fuel Sub Account From Cost Ctr From 100 Start Effective End Effective Sub Account To Cost Ctr To 100 Review Level oo Amount 0 Approval Level oo Alternate Approver 1 Alternate
50. requisition and route to first approver Approvers Approve deny reroute or route to higher approval level Sufficient approval level for final Buyer Place requisition line items on purchase order INTRODUCTION TO GRS 99 Features of GRS Flexible Approval Process You can set up approval levels based on the way you assign responsibilities within your company Approvers can be defined vertically through your organization relating the approval levels to entities sub accounts and cost centers You can also set up approvers horizontally based on the categories of items they are approving If an individual is responsible for a project that crosses different organizations you can set that person up as a job approver Or a person who is responsible for replenishing inventory used for manufacturing can be a product line approver Multiple Line Requisitions Instead of limiting a purchase requisition to a single item GRS features multiple line entry You set up default information such as the supplier the requesting site and the need date in a header applying to the whole requisition If you need to change any of this information for a single line item you can override much of it on a line by line basis while you are entering individual requisition items You can also create a multiple line requisition by approving a group of MRP planned orders System Generated E Mail
51. return to the Requisition Approval Maintenance screen Modify Requisition Yes or No flag indicating whether you want to change the requisition If you select Yes the requisition is immediately displayed as shown in Figure 14 3 Although the screen label still says Requisition Approval Maintenance the program can perform all the functions of Requisition Maintenance Modify the requisition as needed Requisition Approval Maintenance l User Menu Edit Queue Options Help Req Nbr req100 Supplier 5001000 Ship to 10000000 Supplier Ship To METAL SUPPLY COMPANY Bonne Durant Racing 720 EAST COLLEGE AVENUE Ontario Speedway BUILDING B 2 9000 World Way LOS ANGELES CA 90293 Los Angeles CA United States of America Rastn Date 07 01 97 Sub Account Currency USD Need Date 07 30 97 Cost Ctr Lang Due Date 07731797 Site Direct Matls no Entered By mat Entity 1000 E mail Option R Requested By mat Job Status End User pir Project Comments no Reason Aprvl Status Remarks replacement engine mount When you have completed the changes press Exit to return to the Requisition Approval Maintenance screen Figure 14 1 REVIEWING AND APPROVING PURCHASE REQUISITIONS 141 Maintain Aprvl Comments Yes or No flag indicating whether you want to add comments for subsequent approvers to read If you select Yes you can enter comments Action Enter the code for one of three possible action
52. short term tasks or as temporary alternates End Effective Enter the last date this approver is authorized to approve requisitions The default is blank effective period is open ended Fig 12 9 id Vertical Approver Maintenance gt 2 Vertical Approver User Menu Edit Queue Options Help Maintenance Similar to 5 2 1 14 Horizontal User Id wug William Gates Approver Entity 1000 Test Company Primary i s Sub Account From 2000 Maintenance Cost Ctr From 100 does not Start Effective End Effective include A Sub Account To 2000 Category field coco E Review Level 00 Amount 0 Review Required no Approval Level 05 Amount 500 Approval Required no Alternate Approver 1 pir Patrick Rowan Alternate Approver 2 Administrative Approver Start Effective End Effective 7 7 _ Fig 12 10 Job Approver Maintenance Job Approver User Menu Edit Queue Options Help Mai aintenance 5 2 1 15 User Id mas Mary Ann Short Includes Job Entity 1000 Test Company Primary i Job jobl Job 1 field Sub Account From Cost Ctr From 0100 CARDED PRODUCTS Start Effective End Effective Sub Account To Cost Ctr To 0100 CARDED PRODUCTS Review Level 00 Amount 0 Review Required no Approval Level oo Amount 0 Approval Required no Alternate Approver 1 Alternate Approver 2 Administrative Approver Start Effective 7 End Effective Job The job code assigne
53. system generated transaction ID Use Performance Data Maintenance 5 15 13 to access add and modify details of the captured performance data Use this program to manually create performance data This program displays similar information as Transaction History 27 21 Fig 9 3 IST Performance Data U TEENS alee Maintenance ejer 5 15 13 Tran ID 122 Source Po Supplier 002 Toronto Computer Service Category Deliveries Date 09 29 98 Event o Missed Ship User ID dzv Receiver Order Nbr PO1317 Line 1 Perform 09 24 98 Open 100 0 Site 10000 Receipt Receipt 0 0 Item Number a 100 CASE AUTO UNIT Shipper mi Ship Date ASN Create Date Qty 300 0 UM EA Reason Weight Code Doc Nbr reiect form A Weight Factor 0 00 Include in Scoring yes Comments no The system generated transaction ID identifies specific events associated with the corresponding registrations and the particular performance details You can use this program to search for specific performance records Each time this program is accessed the first screen appears without data Enter the Tran ID or browse existing IDs using the up and down arrows Pertinent performance data is also displayed Modify captured performance data by adding performance weight factors or updating other fields 1 Identify and select the corresponding Tran ID 2 Navigate to the fields you need to edit 3 Enter any new informati
54. the active start date The end date is calculated by adding the number of days specified in Raw Auth Days and Fab Auth Days to this date The quantity requirements between the active start date and the calculated end date are the schedule quantities displayed on the shipping schedule Generate a shipping schedule containing daily requirements When an SDT code is specified bucket quantities into the ship delivery times for each day Shipping schedules are generated only when Scheduled days are specified in the scheduled order Generate Ship Schedules from MRP is Yes on the scheduled order line Generate Shipping Schedules is Yes in Schedule Update from MRP Allocate quantities using ship delivery pattern Generate zero schedules if Generate Zero Schedules is Yes in Supplier Controls Maintenance 5 5 7 4 Once a zero schedule is created it is not regenerated by any subsequent runs of Schedule Update from MRP unless MRP finds demand for the item Zero requirement schedules are sent to the supplier only when Send Zero Requirements is Yes in Supplier Controls Maintenance Generate a planning schedule When you create a planning schedule but not the corresponding shipping schedule the daily requirements display on the planning schedule as planned requirements This only occurs when Schedule Days is greater than 1 on the applicable scheduled order line SUPPLIER SHIPPING SCHEDULES 193 Release IDs When Generate Date Based
55. these and as in the traditional self billing environment send their own type of remittance advice document to their FAQAD 18 PRO PLUS USER GUIDE FAQAD supplier This customer remittance document contains different details based on the specific industry These details can include customer bill to PO numbers kanban numbers RANs shipper numbers invoice line item numbers sales order SO numbers and others The customer remittance document must always include an amount payable to the supplier This can also be in the form of an ERS payment The amount can reflect any adjustments for defective or damaged parts and any other pertinent credits due Unlike the traditional self bill process other industries do not necessarily rely on the customer remitted document number as reference to the original supplier invoice Instead the supplied information must be used to reconcile the customer s remittance document to the supplier s invoice records Self Bill Document A customer remittance or self bill can be remitted in two forms hard copy or an EDI transaction In either case the information received on the self bill is defined by the customer and should be the same in either form The information on a self bill can but does not need to include the following types of information Adjustments and corrections from previous self bills Partial payment for a shipment Full payment for a shipment Trailer charges on selected
56. want to have someone else review specific types of purchases across all organizations to make sure purchases conform to company policy Then you can also define categories and set up horizontal approvers with different ranges of account authorizations Figure 12 2 is a simplified overview of the difference between horizontal and vertical approvers It also illustrates how a requisition might require both types of approval Vertical Approver The department head approves all requisitions regardless of account for this sub account cost center combination General Ledger Sub Account Cost Center 100 200 300 400 500 Fin HR R amp D Matls IS Account 1000 Rent x 2000 Utilities x 3000 Telephone x 4000 Hardware x x x x x 5000 Software x x x x x Horizontal Approver Computer category reviewer approver approves all requisitions regardless of sub account cost center combination for these account ranges 6000 Insurance x 7000 Indirect Mat ls x 8000 Outside Serv x 9000 etc x Category Computers Job Approvers Sometimes you might need to set up projects or other relatively short term tasks that do not require long term approval authority In this case you can set up one person usually the program manager as a job approver IMPLEMENTING GRS 109 This approver can authorize requisitions within specified ranges of sub accounts a
57. you want to add comments for the next person on the routing to read Fig 14 4 Requisition Approval Maintenance Routing Screen FAQAD 142 PRO PLUS USER GUIDE FAQAD Route To Enter the ID of the next person in the approval process Use the look up browse to view the list of appropriate approvers determined by the system based on sub account category and job information Buyer Enter the ID of the person responsible for issuing a purchase order for approved requisition items Buyers are defined with Buyer Maintenance 5 2 1 20 Unless you are the final person to approve the requisition you can leave this field blank However a reviewer or approver must complete the field before final approval The buyer is informed by system generated E mail when the requisition has been approved Final Approval If your approval is the last one needed the system displays a message that the requisition is approved and prompts you to route the requisition to Purchasing If you choose Yes and the Buyer field has not been completed the cursor advances to Buyer When you enter the user ID of a valid buyer the approval process is finished However you can override this system action If you want another person to review the requisition choose No The cursor then moves to the Route To field and you can specify another user Requisition Routing Maintenance Requisition Routing Maintenance 5 2 14 can be used instead of Requisition Appro
58. 00 3 00 PM is 15 00 and 9 00 PM is 21 00 In the example shown in Figure 17 5 for supplier shipping schedules with SDT code 05 you expect deliveries to be made twice per day once at 9 00 AM and once at 3 00 PM Defining Scheduled Order Defaults for Specific Suppliers Use Supplier Controls Maintenance 5 5 7 4 to define scheduled order defaults for individual suppliers Most of the values you enter here default to fields in the order line data frame of Scheduled Order Maintenance 5 5 1 13 You should define scheduled order defaults to avoid repetitive entry of the same supplier shipping and authorization information when creating scheduled orders However you only need to define supplier specific control records for suppliers with special processing requirements When you create a scheduled order for a supplier that does not have an associated set of defaults in Supplier Controls Maintenance the system uses the default values defined in the Supplier Schedule Control File 5 5 7 24 The Send Zero Requirements and Generate Zero Schedules values do not default to scheduled orders These values indicate Whether schedules that contain no item requirements are generated for the associated supplier by Schedule Update from MRP 5 5 3 1 SUPPLIER SHIPPING SCHEDULES 179 Whether schedule detail lines with quantities of zero are included in schedules sent to the associated supplier Most of the field values in this program initiall
59. 0000 Type E Work Order ID Operation 0 Subcontract Type Type This value determines whether the associated line item is received into inventory and considered by planning When Type is blank the associated line item is received into inventory When the receipt is processed inventory balances are increased and a GL transaction debits the inventory account A Type value of S indicates a subcontract operation A work order number and operation are specified on the order and on the receipt Rather than updating inventory the receipt updates the work order operation status and creates a GL transaction debiting the WIP account from the work order Use Subcontract Type to describe the type of operation performed by the subcontractor Second Order Line Item Data Frame Use fields in the second Order Line Item Data frame to record data that impact the requirements and schedules generated for the associated line item When you are finished specifying values in this frame press Go to display the Shipping Schedule Info pop up gt See Defining The values in Firm Days Schedule Days Schedule Weeks Schedule e Months Fab Auth Days and Raw Auth Days default from Supplier Specific Controls Maintenance 5 5 7 4 if a record exists for the supplier Suppliers on Otherwise these field values default from the Supplier Schedule Control pags tum File 5 5 7 24 FAQAD Scheduled Order Maintenance UserMenu Edit Queue Options
60. 1 15 Job Approver Maintenance rgajmt p 5 2 1 16 Product Line Approver Maint rgaplmt p 52 1 17 Approver Report rqarp p 5 2 1 20 Buyer Maintenance rqbmt p 5 2 124 Requisition Control File rqpm p 5 2 3 Requisition Maintenance rqrqmt p 5 2 4 Requisition Inquiry rqrqiql p 3 2 5 Requisition Browse rqrqiq5 p 5 2 6 Requisition Report Iqrqrp5 p 5 2 8 Requisition History Log rqrqrp4 p 5 2 13 Requisition Approval Maintenance rqapmt p 52 14 Requisition Routing Maintenance rqrtmt p FAQAD INTRODUCTION TO GRS 101 Menu Number Description Program Name 5 2 15 Approval Status Inquiry rqrqiq2 p 5 2 16 Approver s Open Req Inquiry rqrqiq3 p 5 2 17 PO and Req Cross Reference rqpoiq p 5 2 18 Build PO from Requisitions rqpobld p 5 2 21 Out of Tolerance Inquiry rqrqiq4 p 5 2 23 Requisition Delete Archive rqrqup p GRS programs fall into five groups The programs you use depend on your role in the requisition process GRS setup system administrator Requisition creation requestors Requisition approval reviewers and approvers PO build buyers Reports and inquiries as needed Figure 11 2 shows the overall flow of GRS tasks Subsequent chapters describe each step in the requisition process Fig 11 2 GRS Task Flow Set up approver definitions Review and approve requisition Define E Mail system and E mail users Build PO from approved requisitions Create a purchase requis
61. 15 The date range determines which sets of summary records are included in the report Each set of records produces a separate report port card for the date range indicated Summary Data Report UserMenu Edit Queue Options Help eleja 2 8 2 m Selection Criteria Supplier Beles Supplier Source j amp Site Item Number Corp Commodity Code Subcontract Type From Date Inventory Items yes Subcontracted Items I yes Memo Items n eport Option a 1 Category Only 2 Category and Event To 10 16 98 You can run this report with two levels of detail Category only Category and event You can also include or exclude inventory subcontract or memo items from the report gt See Supplier Cross Reference Maint on page 87 Fig 10 11 Summary Data Report 5 15 20 FAQAD 92 PRO PLUS USER GUIDE Fig 10 12 Performance Data Delete Archive 5 15 23 1 FAQAD Delete Archive Functions Supplier Performance delete and archive functions are similar to other delete archive functions in MFG PRO The archive file produced by the delete archive functions is also used for data consolidation from multiple sites Performance Data Delete Archive Use Performance Data Delete Archive 5 15 23 1 to delete and archive performance data You cannot delete performance data in any other Supplier Performance program You can also archive performance data without
62. 2 4 1 Enter a previously created self bill number or leave Self Bill blank when creating a new self bill Enter any identifying information in the auto create selection screen Enter as much or as little information as you have from the customer s remittance advice you are re creating Significant information you should enter is Shipper number Sold to Ship to tem number Date of shipment Authorization number Note The more selection criteria you provide the narrower and more accurate your selection becomes 3 Specify whether to include shipment details trailer charges taxes or order discounts on the selection display screen 4 Selecta sort order for the resulting workbench report CREATING SELF BILLS 29 5 Press Go The system analyzes your customer s shipment data and displays a list of possible shipper numbers that might be associated with the customer s remittance advice document This information is displayed in the workbench according to the sort order you previously indicated Fig 4 2 Self Bill Auto Create BEE Self Bill UserMenu Edit Queue Options Help Workbench Self Bill Workbench Shipper Authorization Self Bill Item 22 100 10000 98 100002 22 110 10000 98 100002 D 77 100 10000 98 100002 1T 001 10000 98 100002 1T 002 10000 98 100002 Balance Qty Price Balance Amt Ship Date Invoice Sold To 10 29 200 08 03 9 10008 SB 100 5 records
63. 9 Buyer Maintenance 116 buyers Global Requisition System GRS 116 C calendars supplier 176 categories Global Requisition System GRS 114 supplier performance 66 Category Maintenance GRS 114 Category Report 156 consolidation supplier performance data 87 control file requisition GRS 109 self billing 22 supplier performance 60 supplier schedule 175 Cum Shipped Reset 10 Cumulative Accounting 10 cumulative accounting 10 currency approval for requisitions 110 FAQAD Customer Maintenance self billing information 23 self billing pop up 23 D delete archive requisitions 166 self bills 48 supplier performance data 92 supplier schedules 206 discount tables requisitions 128 discrepancy self bill write off 41 Document Import importing self bills 30 E EDI formats supplier schedules 198 E mail message content for GRS 107 setup for GRS 106 112 events subjective 69 supplier performance 69 system 69 F faxing scheduled orders 180 supplier schedules 202 G Generalized Codes Maintenance buyers 116 Global Requisition System GRS activating 109 building the PO 145 153 creating purchase requisitions 121 135 features 99 overview 97 101 reports and inquiries 155 166 review and approval process 137 143 setting up 103 120 use with Purchase Requisition Maintenance 110 GRS See Global Requisition System GRS H Horizontal Approver Maintenance 117 l Invoice Memo AR Balance Report 46 J Job Ap
64. AD Schedule Update from MRP OL x UserMenu Edit Queue Options Help B GS ie Purchase Order To Item Number 0107 To 028 Ship To 10000 To 10000 Supplier To o Buyer 7 To ry Generate Planning Schedules yes Generate Shipping Schedules yes As of Date 03 12 99 Friday Calendar Working Firm Days Calendar Report Detail Summary Summary Update yes Output Batch ID Firm and Planned Requirements On supplier schedules item requirements can be either firm or planned Requirements designated as firm are Not replanned when Schedule Update from MRP is run Visible to MRP as scheduled supply like discrete purchase orders Requirements designated as planned are not considered sources of supply by MRP and may change when MRP is rerun The schedules you send to suppliers can contain firm requirements only planned requirements only or a combination of both The schedule update process automatically applies a status of firm to item requirements that are Within the number of firm days firm interval specified on the associated scheduled order line Within the schedule days specified on the scheduled order line Schedule Update from MRP only designates shipping schedule requirements as firm It does not designate item requirements on planning schedules as firm even when planning schedule active dates are within the schedule firm interval However you can ma
65. From the time a requisition begins the approval process until the last line item is referenced on a purchase order GRS can use your E mail system to advise end users reviewers and approvers of the requisition s status Messages include notifications that a requisition is waiting for an approval and notifications to buyers when requisitions are approved If you use these features you have two choices of E mail mode In Regular mode a minimum number of messages are generated mainly to inform approvers that their inputs are needed If you select Extended FAQAD 100 PRO PLUS USER GUIDE mode the system also sends status messages to the requestor and end user PO Build from Requisitions GRS reduces repetitive data entry by letting you generate a purchase order directly from approved requisitions Common data from the requisition header is copied into the purchase order header You can then copy approved requisition line items to build the detailed line items on the PO GRS Work Flow Table 11 1 shows the functions available in the GRS module Table 11 1 Global Requisition Menu Number Description Program Name Ment 3 2 5 2 1 1 Approval Level Maintenance rqlmt p 5 2 1 2 Approval Level Browse rqliq p 5 2 1 4 Category Maintenance rqcmt p 5 2 1 5 Category Report rqcrp p 5 2 1 7 Job Maintenance rgjmt p 5 2 1 8 Job Browse rgjiq p 5 2 1 13 Horizontal Approver Maintenance rqahmt p 5 2 1 14 Vertical Approver Maintenance rqavmt p 5 2
66. Help ee I Purchase Order 1000 Supplier 5001000 SUPPLIER SHIPPING SCHEDULES 183 Biel Es METAL SUPPLY COMPANY Item 44 100 Ship To Site 10000 Line 1 Order Line Item Data Firm Days 20 Schedule Days Schedule Weeks 2 _ Schedule Months o Fab Auth Days 10 Raw Auth Days 20 Transport Days 0 00 Safety Days 0 00 Ship Divy Pattern 01 Max Order Qty po Std Pack Qty 1 Cum Start 07 09 98 Comments no Start Effective End Effective Supplier Item AT 2999 Firm Days Specify the number of days in the schedule firm interval For supplier shipping schedules quantities and dates within this period are not changed by Schedule Update from MRP Enter a positive value in this field if you want to explicitly track cumulative received quantities or if you have an agreement with your supplier stipulating that requirements cannot change within a specific interval Note This value does not affect how MRP uses the Time Fence value defined for the item Firm Days controls order releases by date and quantity The item master Time Fence field controls planned orders by date and quantity Schedule Days Schedule Weeks Schedule Months Schedule Update from MRP uses these values to determine the number of days weeks and months that display on schedules based on this order line Shipping schedules are generated for the number of days specified in the Schedule D
67. MFG PRO User Guide PRO PLUS CUMULATIVE SHIPPED RESET SELF BILLING SUPPLIER PERFORMANCE GLOBAL REQUISITION SYSTEM SUPPLIER SHIPPING SCHEDULES FYQAD 78 0466A MFG PRO Version 9 0 Printed in the U S A March 1999 This document contains proprietary information that is protected by copyright No part of this document may be photocopied reproduced or translated without the prior written consent of QAD Inc The information contained in this document is subject to change without notice QAD Inc provides this material as is and makes no warranty of any kind expressed or implied including but not limited to the implied warranties of merchantability and fitness for a particular purpose QAD Inc shall not be liable for errors contained herein or for incidental or consequential damages including lost profits in connection with the furnishing performance or use of this material whether based on warranty contract or other legal theory Some states do not allow the exclusion of implied warranties or the limitation or exclusion of liability for incidental or consequential damages so the above limitations and exclusion may not be applicable PROGRESS is a registered trademark of Progress Software Corporation Windows is a trademark of Microsoft Corporation MFG PRO is a registered trademark of QAD Inc Copyright 1999 by QAD Inc 78 0466A QAD Inc 6450 Via Real Carpinteria California 93013 Phone 805 684 6614 Fax
68. Maintenance 5 2 1 13 Tip When you enter a valid value the system displays the full description of the selected entry See page 114 Tip If your company s general ledger is set up with sub accounts and cost centers GRS validates any entries in these fields FAQAD 118 PRO PLUS USER GUIDE Tip An alternate does not have to be the same type of approver just the same level FAQAD Cost Ctr To End of cost center approval range Defaults to value entered in Cost Ctr From field If there is a value in Cost Ctr From this field cannot be blank Review Level Enter the two digit code representing the minimum amount of specified currency an individual is required to review on a requisition Used in conjunction with the Review Required flag to indicate that this person must review all requisitions at or above the level shown here even if the person s approval authority is insufficient to make final approval Review Required Yes or No flag indicating whether all requisitions at or above the level specified in Review Level must be reviewed by this individual Default is No This applies only to requisitions requiring this person s approval type horizontal vertical job or product line Approval Level Enter the two digit code representing the maximum amount of specified currency an individual is authorized to approve on a requisition The way GRS uses this level varies by the type of approver For exam
69. Multiple Line Requisitions 0 0 0 ee eee ee eee 99 System Generated E Mail 0 0 0 0c eee eee eee 99 PO Build from Requisitions 0 0 eee eee eee 100 GRS Work Flow ia cece besa ee ER yer sea ened PIE E hewn 100 CHAPTER 12 IMPLEMENTING GAS 5 665000 c0eewenaaese se sew wie 103 Introduction osos a aa da 104 Planning the Approval Process 00 cece eee eee eee 106 System Generated E Mail 0 0 0 cee eee eee 106 FAQAD CONTENTS VII Approver Types ise it ed De e Re idus d 107 Setting Up Requisition Defaults nnna 0 0 0 cece ee 109 Setting Up Automated E Mail Optional 0 0 20 e eee 112 Defining Approval Levels 1 1 0 0 00 cece cece ee eens 113 Setting Up Categories 0 0 cee he 114 Setting Up JODS bi set Melon ace Sheet Maida d maida E Roe alate 115 Setting Up Buyers so circa nadaa dada 116 Setting Up Approvers cse dey ee wee eee eq ene d eg wwe 116 CHAPTER 13 CREATING PURCHASE REQUISITIONS 121 INMOMUCHON ecards da ORS 122 Creating a Requisition with Requisition Maintenance 122 Creating the Purchase Requisition Header 123 Entering Lime Items eee oy eee a a 128 Completing the Trailer 2 2 0 0 eee eee eee 133 Approving MRP Planned Orders 0 0 0 eee eee ee eee 135 CHAPTER 14 REVIEWING AND APPROVING PURCHASE REQUISITIONS 137 Intrtod ction 4 65 6 et eA ec axem em a mas E
70. QAD Disc 5 00 Price Tbl Disc Tbl Line Site Item Number Supplier Reg Oty UK Unit Cost Disc 1 10000 desk 5001000 3 0 ea 100 00 5 00 GRS REPORTS AND INQUIRIES 163 Requisition History Log Use Requisition History Log 5 2 8 to track the routing and action history of a single requisition or range of requisitions Use the Date and User Id fields as needed to narrow the results to a range of activity dates or users Set the Display E mail Ids field to Yes to display a list of users who received E mail as a result of each action Fig 16 8 Requisition History Log Requisition History UserMenu Edit Queue Options Help Log 5 2 8 Req Nbr reqi10 To req120 Date Tol 7 User Id To Display E mail Ids no Output window Batch In rqrqrp p 5 2 8 Requisition History Log Page 1 Public Progress Test 85 Email Req Nbr Line Date Time Action User Id Entered By Route To Sent To reqii 97 02 97 13 17 10 mat mat reqiio 1 07 02 97 13 19 15 mat mat reqii 07 02 97 13 22 09 mat mat pir reqii 07 02 97 13 22 48 mat mat reqii 1 07 02 97 13 23 23 mat mat reqii 07 02 97 13 23 57 mat mat mat reqii 07 02 97 15 32 14 mat mat reqii 07 02 97 15 35 53 mat mat reqii 97 02 91 15 43 18 mat mat reqiio 07 02 97 15 44 35 mat mat pir regiii 07 02 97 13 26 01 1jm 1jn reqii2 07 02 97 13 26 11 pir pir reqii2 07 02 97 13 44 25 pir pir reqii3 07 02 97 13 38 21 mat mat reqii3 07 02 97 14 00 12
71. RDERS 147 Establishing Selection Criteria The first screen lets you specify a number of selection criteria for the system to use in displaying approved requisition line items You do not have to use all the criteria use only the fields appropriate to the selection you want to make You also specify on this screen whether you want the default setting for copying line items to the new PO to be Yes or No Fig 15 2 Build PO from Requisitions 5 2 18 Build PO from Requisitions BA User Menu Edit Queue Options Help Requisition To Supplier To Item Number To Need Date To Buyer Site Requested By Job Ship to Currency Blank Suppliers Only no Include MRP Items yes Include MRO Items yes Copy Header Comments yes Copy Line Comments yes Default Copy yes Requisition First of the range of requisition numbers you want to include in the selection Enter the same number in the To field to limit the selection to one requisition Supplier First of the range of supplier numbers you want to include in the selection Enter the same number in the To field to limit the selection to requisitions including only that supplier Item Number First of the range of item numbers you want to include in the selection Enter the same number in the To field to limit the selection to requisitions including only that item Need Date First in the range of need dates you
72. Use Tolerance Value yes Ln Format S M single Tolerance Percent 0 00 Tolerance Value 1 00 Fig 12 3 Requisition Control File 5 2 1 24 E mail Option Out Of Tolerance Routing Header Comments Line Comments No E mail Requester yes yes Using GRS Yes or No flag used to activate GRS If set to No the functions of the standard MFG PRO requisition programs located on FAQAD 110 PRO PLUS USER GUIDE Tip Prefix codes restrict the size of the numeric portion of the requisition ID The combined length cannot exceed eight characters Tip Start with a large number such as 10000 so that requisitions sort in sequence FAQAD the Purchase Requisitions Menu 5 1 are available To use the GRS programs set the flag to Yes When Yes you can no longer use Purchase Requisition Maintenance 5 1 4 You cannot use requisitions created in Purchase Requisition Maintenance 5 1 4 to create purchase orders with GRS Only GRS created requisitions are available for the buyer to copy while using Build PO from Requisitions 5 2 18 Warning If you activate GRS create new requisitions in GRS Requisition Maintenance 5 2 3 then reset the Using GRS flag to No the GRS created requisitions are not available from any of the 5 1 menu programs In addition any POs you have built from GRS requisitions are not accessible from Purchase Order Maintenance 5 7 when GRS is inactive Requisition Pref
73. a is collected You can explicitly define when where and for what registration you want data to be collected You can further define the data you want to collect by specifying a date or date range when the data collection should occur or be disabled Flexible Event Category Definitions This module gives you broad control of the performance activities you want to count where you want to count them and for which registration you want to collect data You can use system events as measurements or you can define the specific nonsystem events to be counted Supplier Performance automatically collects data during the following transactions Document Import 35 13 Purchase Order Receipts 5 13 1 INTRODUCTION TO SUPPLIER PERFORMANCE 55 PO Shipper Receipt 5 13 20 Distributed Order Receipt 12 15 20 RTS Receipts 11 7 3 13 Schedule Update from MRP 5 5 3 1 Using category and event definitions tell the system what data you want reported and how you want that data to be reported Although the system has predefined categories and events you must create corresponding category and event definitions Your category and event definitions tell the system how much each system category and event is worth whether to report data for that event or category and how to report that data Use Performance Category Maintenance 5 15 1 and Performance Event Maintenance 5 15 5 to create category and event definitions for each syst
74. adjustment line for the amount 3 Enter the debt credit memo in Inv Memo on the detail line for the adjustment NaAD 42 PRO PLUS USER GUIDE Fig 5 10 Self Bill Payment Application 27 6 12 7 FAQAD Self Bill Payment Application el x UserMenv Edit Gueve Options Help EJEA Bilo Transmission Self Bill Amt Control Tota Effective Bank Currency Em Entity i Applying Payments Before you can execute Self Bill Payment Application successfully you must ensure that the Amt Total and the Amt Control Total for that self bill are the same To apply self bill payments to all associated invoices 1 Enter the customer bill to address 2 Enter the transmission or self bill number The Amt Control Total and other customer financial information display 3 Enter the associated check or batch number and correct dates 4 Youcan also specify the bank to use The bank must use the same currency as the self bill 5 Youare prompted to continue with the payment application Choose Yes and press Go to continue Payment is applied to the associated invoices and the associated self bills are updated with the correct check number Note Choosing No returns you to the program header without updating any information MAINTAINING SELF BILLS 43 Reversing Payment If you need to reverse a payment use Self Bill Payment Undo 27 6 12 8 This program reverses payments made in Sel
75. aintenance for customers already in your system enter the customer ID and press Go The Capture Self Billing Information pop up appears as you proceed through the maintenance frames When this flag is Yes the system captures data for both discrete and scheduled orders when Pre Shipper Shipper Confirm 7 9 5 is run Fig 3 2 Telephone Ext 2 Ext C t Fax Telex Added 04 12 95 ustomer Capture Self Billing Information yesl Maintenance Self Customer Data 11 Billing Pop Up Sort Name PEI Computers Ltd Type 01 Taxable yes 1 2 1 1 Salespsn1 Multiple no Region Price Tbl txt Ship Via Currency usd Disc Tbl AR Acct 1200 0100 Language us Fixed Price yes Resale Site 10000 Class Capturing Self Billing Data Once you have activated Self Billing and set up the customers that use it you must allow sufficient time for your system to capture required customer data before you can begin to process customer initiated payments To begin capturing self billing data 1 Use shippers to process all shipments that may be referenced on future self bills 2 Invoice and post to AR all shipments that may be referenced on a future self bill FAQAD 24 PRO PLUS USER GUIDE Note The item numbers to be referenced on future self bills must be used on the original sales order These items are either the customer s item numbers or the MFG PRO item numbers whichever appear on the customer remitted document FAQAD
76. als Shipment Effective Date Enter the type of date specified in Cum Shipped Start Date Shipment indicates that the value in Cum Shipped Start Date is the date when the shipment was initially entered into the system Effective indicates that the value in Cum Shipped Start Date is the date when the shipment was effective for accounting purposes Cum Shipped Start Date Enter the new date to start accumulating cumulative quantities for the scheduled orders Start Time Enter the time when cumulative shipped reset is to occur on the specified date The time must be entered in 24 hour format Include Manual Cum Adjustment Enter Yes to include all manual adjustments in the Cum Shipped total Enter No to ignore all manual adjustments made in Cumulative Shipped Maintenance 7 5 16 Report Summary Detail Enter the format to use for this report FAQAD 12 PRO PLUS USER GUIDE Remarks Enter any general comments Sort Option Enter the sort option that determines the order the information prints on the report FAQAD 14 PRO PLUS USER GUIDE AQAD CHAPTER 2 Introduction to Self Billing This chapter introduces Self Billing functions and features Overview 16 Reviewing Traditional Self Billing 16 Customer Initiated Payments 17 Self Bill Document 18 Self Billing Programs 19 16 PRO PLUS USER GUIDE b See User Guide Volume 4 Financials for a discussion of ERS FAQAD Overview Use MFG PRO s Self Bil
77. als you can also enter a new cum shipped start date and time This new date and time replaces the scheduled order s current cumulative start date and time The time must be in 24 hour format When the cumulative totals are reset to zero for a date in the past all shipments made between the specified time in the past and the current system date are totaled This total is set as the new cumulative shipped quantity for the scheduled sales order lines CUMULATIVE SHIPPED RESET 11 Fig 1 1 Cum Shipped Reset PiE E3 Cum Shipped Reset User Menu Edit Queue Options Help 7 5 1 9 1 B Rp G D Ship From i EX To MEE Sold To Tof ShpTo Tof Dock Te Item Number To 7 PO Number To Order To Update n Shipment Effective Date Shipment Cum Shipped Start Date 07 24 98 Start Time E Include Manual Cum Adjustment yes Report Summary Detail Summary Remarks Sort Option 1 1 By Ship From Customer Ship to Order Dock Item PO 2 By Ship From Item Customer Ship to Order Dock PO Output Batch ID Entering Cum Shipped Reset Fields The first half of the Cum Shipped Reset screen consists of selection criteria ranges such as ship from sold to ship to and dock addresses Use these values to identify the cumulative shipped quantities to reset Update Enter Yes to reset the cumulative totals Enter No to print the report without resetting cumulative tot
78. ame value in both the Category and To fields Otherwise enter a range of categories Leaving both fields blank produces a report on all categories If you set the Print Details Flag to No the report shows the category description as well as the accounts included in the category and their descriptions If you set the flag to Yes the report also includes numbers and descriptions of all the accounts within the ranges assigned to the category GRS REPORTS AND INQUIRIES 157 Fig 16 2 Category Report Category Report UserMenu Edit Queue Options Help 5 2 1 5 Selection Criteria Category 1000 To 1000 Print Details yes Report Category Report File Edit Search rqcrp p 5 2 1 5 Category Report Page 1 Public Progress Test 85 From To Category Description Account Description Account Description RA CNN OI ED LT M rqcrp p 5 2 1 5 Category Report Page 2 Public Progress Test 85 REPORT CRITERIA Report submitted by mat Category 1000 To 1000 Print Details yes Job Browse If your company sets up approvals by job use Job Browse 5 2 1 8 to display job codes and descriptions Fig 16 3 Poy Job Browse or Job Browse UserMenu Edit Queue Options Help 5 2 1 8 Job upgrade Description software upgrade Output terminal pob Description Start Effective End Effective lupgrade software upgrade 01 01 97 12 31 97
79. ance Ctrl File 5 15 24 Fig 8 1 Supplier Supplier Performance Ctrl File Col Performance Ctrl metilo a cra Ae Bee File 5 15 24 Re Eo Es Dr Use Supplier Performance yes Acceptable Days Early o Missed Shipment As of 09 20 98 Acceptable Days Late 0 Last Missed Shipment Run 09 29 98 Use Shipment Percent yes Include Purchase Orders yes Acceptable Over Shipment 0 00 _ Include DRP Orders yes _ Acceptable Under Shipment 0 00 Include Scheduled Orders yes _ Use Shipment Quantity yes Net Same Day Receipts yes Acceptable Over Shipment 10 Enable Inv Transfer yes _ Acceptable Under Shipment o Enable PO Return yes _ Use Shipment Percent Cost yes Maximum ASN Lead Time 00 15 Acceptable Over Shipment Jo 00 Use Shipment Quantity Cost yes Acceptable Over Shipment o oo Default Points fa 00 Parts Per Counter Quantity Parts Per Factor fa 000 000 Use the following field descriptions to guide you through the control file setup Use Supplier Performance Enter Yes or No the default to indicate whether Supplier Performance is enabled FAQAD SETTING UP SUPPLIER PERFORMANCE 61 When disabled information related to supplier performance is not captured by the system This flag overrides all other Supplier Performance flags Acceptable Days Early Enter the acceptable number of days a shipment can be early without generating an early shipment event This value
80. antities For planning schedules you can also change the delivery interval type This is the last frame of Supplier Shipping Schedule Maint For planning schedules the Resource Authorization Data frame displays next The dates and quantities in this frame default from information in the scheduled order header see Figure 17 17 The fab and raw start and end dates indicate when the supplier is authorized to begin manufacturing or to begin purchasing raw materials to fill this order The Fab Qty indicates the quantity of finished items the supplier is authorized to produce for the time period The Raw Qty indicates the quantity of manufactured items for which the supplier is authorized to purchase raw materials for the time period FAQAD 196 PRO PLUS USER GUIDE Fig 17 17 Scheduled Order x ADU TU E CIR Maintenance A ueue Rione e 5 5 1 13 and e Dr Resource Purchase Order PO1030 Supplier shipsup Ship Schedule Suppliers INC Authorization Item it 002 Frame 5 5 7 7 Ship To Site 10000 San Diego Main Plant Line 1 m Order Line Item Data Firm Days j4 Ship DIvy Pattern Schedule Days 14 Max Order Qty 0 0 Schedule Weeks e Std Pack Qty 1 Schedule Months 2 Cum Start 01 13 99 Fab Auth Days 14 Raw Auth Days 14 Transport Days 0 00 Safety Days 0 00 Supplier Item Comments no Start Effective 7 End Effective e
81. apter presents the reporting and data consolidation features of Supplier Performance which also include delete and archive functions Introduction 84 Performance Reports 84 Consolidating Data from Multiple Sites 87 Delete Archive Functions 92 84 PRO PLUS USER GUIDE FAQAD Introduction The output of a successful supplier performance system is a detailed supplier performance report Supplier Performance uses various reports This chapter discusses the reporting data consolidation and delete archive functions of Supplier Performance The performance reports are Performance Report Card 5 15 15 Performance Data Report 5 15 14 Registration Report 5 15 11 e Summary Data Report 5 15 20 Performance Category Inquiry 5 15 2 The data consolidation programs and reports are Supplier Cross Reference Maint 5 15 23 3 Supplier Cross Reference Report 5 15 23 4 e Summary Data Extract 5 15 19 Performance Data Delete Archive 5 15 23 1 e Summary Data Delete Archive 5 15 23 2 Performance Reports Performance Report Card Ideally this is the system report you give to your suppliers to indicate their performance as measured by your system You can automatically E mail this report to your suppliers The Performance Report Card 5 15 15 is a snapshot in time of a supplier s overall rating The program generates supplier ratings by examining performance data based on selection criteria you enter This data
82. ays field for this line Planning schedules are generated to cover the sum of schedule weeks and schedule months When Schedule Days is zero on an order line supplier shipping schedules are not generated for that line When both Schedule Weeks and Schedule Months are zero for an order line supplier planning schedules are not generated for that line Fab Auth Days Raw Auth Days These fields indicate the number of days the system uses to calculate fabrication authorization quantities fab quantities and raw authorization quantities raw quantities on supplier planning schedules The values you specify here are called authorization horizons Fig 17 10 Scheduled Order Maintenance Second Order Line Item Data Frame gt For further details see Firm and Planned Requirements on page 188 gt For details on how these fields are used see Requirement Bucketing on page 189 FAQAD 184 PRO PLUS USER GUIDE gt See Quantity and Date Calculations on page 191 NOQAD Fab and raw quantities represent cumulative item requirements within the specified number of days since the active start date of their associated planning schedules These authorization quantities help protect suppliers against sudden and unforeseen reductions in demand Raw quantity is the quantity of product you commit to covering the component costs Fab quantity is the quantity of product you commit to covering manufacturing cost
83. bs the building blocks used to define approvers Note Because of GRS s flexibility you can change or add to the approver profiles at any time For example when you go through the initial setup process your company might not need to use job approvers However later it may be convenient to isolate some purchase approval authority to a specific project You can then define the job and add a job approver for it Horizontal Approvers Approvers can be set up horizontally based on the categories of items they b See Setting Up are approving For example one manager in your company might cia a approve all computer purchases regardless of which department creates the requisition You use Category Maintenance 5 2 1 4 to assign a range of accounts to a category such as Computers You can then require all FAQAD 108 PRO PLUS USER GUIDE Fig 12 2 Vertical versus Horizontal Approvers FAQAD computer requisitions to be sent to the approver named for this category regardless of the requestor s sub account or department Vertical Approvers Many companies approve purchases on a group or department basis normally a department manager or supervisor approves requisitions for the department If this is the way your company works you can define approvers vertically through the organization the approval levels can be related to combinations of entities sub accounts and cost centers Even if you use vertical approvers you might
84. bucketing 189 updating plan from ship 175 Supplier Category Maintenance 73 suppliers calendar 176 Requisition Maintenance 124 129 System Category Event Maint 70 system events 69 T tolerance requisition values 152 tolerance percent global requisitions 111 U Use Registration Report 72 V Vertical Approver Maintenance 119 INDEX 217 Ww Z weight factors zero requirements supplier performance 71 generating 179 192 sending 179 FAQAD 218 PRO PLUS USER GUIDE FAQAD
85. changed See Defining Scheduled Order Defaults for Specific Suppliers on page 178 Fig 17 3 Supplier Schedule Control File 5 57 24 gt See Creating Scheduled Orders on page 180 FAQAD 176 PRO PLUS USER GUIDE b See Defining Scheduled Order Defaults for Specific Suppliers on page 178 gt See Quantity and Date Calculations on page 191 FAQAD Yes When a requirement on a shipping schedule is manually changed the requirement on the associated planning schedule for the active release ID is automatically updated Automatic update occurs only when the shipping and planning schedules have the same release ID and have not been sent to the supplier Setting this flag to Yes ensures that the requirements in the two schedules always correspond Example On a typical Monday you generate both a planning schedule for weeks and months and a shipping schedule for the next one or two weeks One of your customers sends a rush order and you must adjust the shipping schedule As a result the current shipping schedule no longer corresponds to the planning schedule When Auto Update Plan From Ship is Yes the system automatically updates your planning schedule with the changes you made to the shipping schedule Send Zero Requirements Generate Zero Schedules These fields set the default values for their corresponding fields in Supplier Controls Maintenance Setting Up Supplier Calendars If
86. chase order Job approvers are included in this number Use Tolerance Percent Enter Yes or No to indicate whether you want the system to check the cost of an item shown on the requisition against the actual cost specified on the purchase order If this field is Yes and you enter a value in the Tolerance Percent field the system compares the requisition maximum cost to the PO cost if the buyer increases the cost after copying the approved line to the PO If the percentage is exceeded GRS prompts the buyer to mark the line out of tolerance Tolerance Percent The default allowable percentage difference between the maximum cost shown on a requisition line item and the cost entered on the purchase order Use Tolerance Value Yes or No flag used with Tolerance Value field Processing works similarly to Use Tolerance Percent Tolerance Value The default allowable cost difference between the maximum cost shown on a requisition line item and the cost entered on the purchase order Processing works similarly to Tolerance Percent Ln Format S M Specify the default method for entering purchase requisition line items single line or multiple line Multiple line mode displays several lines on a single screen but only allows input or modification of basic data Single line mode displays all data fields for one line per screen This value can be changed at any time on individual requisitions E mail Option Enter the default E mail mode Valid s
87. cified information from the system Select Yes to remove the data No will leave specified information in the system Archive Indicates whether to archive the specified information Select Yes to save the specified information on tape or other storage media If you select No any information you delete during this process cannot be recovered SELF BILLING REPORTS AND INQUIRIES 49 Shipment Invoice Crossref Report The shipment invoice cross reference structure holds the map between shipment related details such as shipper number or authorization number and associated MFG PRO invoice numbers Shipment Invoice Crossref Report 27 6 12 15 facilitates inquiries into the self bill cross reference structures in the system Fig 6 5 Shipment Invoice Crossref Report BEE Shipment Invoice UserMenu Edit Queue Options Help Crossref Report 5p Bp B3 r 27 6 12 15 Hem t Auth To Shipper To Ship Date 7 To i i Customer PO To Sales Order To Bill To To Sold To To Invoice To Ship From To Include Shipment Details yes Include Trailer Charges n Include Taxes n Include Order Discounts no Include Zero Amt Balance Lines yes Sort By jitemauth Item amp Authorization Include Closed Lines yes Output Batch ID FAQAD 50 PRO PLUS USER GUIDE FAQAD SECTION 3 Supplier Performance This section contains information on the PRO PLUS Supplier
88. d by policy For example you may reset them to zero at the start of your new fiscal year using Cum Received Reset to Zero 5 5 5 14 The affected cumulative start dates are then changed to that date You can also adjust cumulative receipts manually to reflect returned or defective items or losses due to theft using Cumulative Received Maintenance 5 5 5 13 For example when defective items are returned to the supplier you may want to process a return and credit without decreasing cumulative quantity FA QAD 186 PRO PLUS USER GUIDE Tip The pop up displays only when the Supplier Shipping Schedules module is active Fig 17 11 Shipping Schedule Info Pop Up gt See Creating a Schedule Release from MRP on page 187 b See page 176 FAQAD Shipping Schedule Info Pop Up After the second order line item data frame the Shipping Schedule Info pop up displays Values in this pop up default from the corresponding fields in Supplier Controls Maintenance 5 5 7 4 when values have been defined for the supplier on the order Otherwise they default from the Supplier Schedule Control File 5 5 7 24 Scheduled Order Maintenance UserMenu Edit Queue Options Help Purchase Order PO1030 Supplier shipsup Ship Schedule Suppliers INC Item it 002 Ship To Site 10000 San Diego Main Plant Line 1 Order Line Item Data Firm Days 14 Schedule Days 14 Schedule Weeks 8 Schedule Months 2 Fab A
89. d to this project or activity This field applies to Job Approver Maintenance only See Setting Up page 115 NOQAD 120 PRO PLUS USER GUIDE Fig 12 11 Product Line Product Line Approver Maint Approver User Menu Edit Queue Options Help Maintenance 5 2 1 16 Does not d Userld asw Tony Wood include account Site 10000 NJ Plant information Product Line 1000 PENCIL PRODUCTS dds Sit d Start Effective End Effective adas oite an Product Line Review Level 03 Amount 499 Review Required yes fields Approval Level 05 Amount 500 Approval Required yes Alternate Approver 1 mat Mike Thorn Alternate Approver 2 Administrative Approver NEN Start Effective End Effective Site Enter the site code for which this person is authorized to approve requisitions for inventory items This field applies to Product Line Approver Maintenance only Product Line Enter the code of the product line for which this person can approve requisitions This field applies to Product Line Approver Maintenance only FAQAD CHAPTER 13 Creating Purchase Requisitions This chapter describes Requisition Maintenance 5 2 3 the main application you use to create a requisition and move it into the review and approval cycle Introduction 122 Creating a Requisition with Requisition Maintenance 122 Approving MRP Planned Orders 135 122 PRO PLUS USER GUIDE Fig 13 1 Requisition Entry Flow
90. dates have been calculated the required quantities are divided into daily buckets according to the ship delivery pattern specified on the scheduled order if any SUPPLIER SHIPPING SCHEDULES 185 SDP codes support both the Organization for Data Exchange by Teletransmission in Europe ODETTE and the Automotive Industry Action Group AIAG ship delivery patterns They are translated to the appropriate industry standard codes during EDI conversion and transmission Std Pack Qty Enter the multiple in which orders for this item are shipped This is similar to Order Multiple in the item master It displays here because the standard shipment multiple for an item can vary among suppliers Schedule Update from MRP rounds order quantities up to this multiple Order Multiple should generally be blank in the item master for items that are referenced on scheduled orders since both values are applied to orders during different MFG PRO planning functions MRP and Schedule Update from MRP Cum Start The date on which this order began to accumulate quantities This may or may not be the date on which the order was created in MFG PRO When a line item is first scheduled the cumulative receipt quantity is zero and the cumulative start date is set to the active start date of the schedule As receipts are processed the system updates the cumulative receipt quantity Sometimes cumulative receipt quantities must be adjusted manually usually as dictate
91. delivery time buckets indicate that 25 items should be delivered in the morning and 25 in the afternoon the standard lot of 50 is planned for the morning delivery Use Ship Delivery Time Inquiry 5 5 7 2 to review SDT codes and their associated delivery times Ship Delivery Time Maintenance UserMenu Edit Queue Options Help SDT Code 05 SDT Description SDT Code Specify a one to three character identifier for this SDT code SDT Description Optionally enter a description for this SDT code Press Go to proceed to the next frame When you are modifying an existing SDT code this frame displays the delivery times already associated with the SDT code To associate delivery times with an SDT code press Insert in this frame and specify a new delivery time in the Time field that displays See Requirement Bucketing on page 189 gt See Quantity and Date Calculations on page 191 Fig 17 4 Ship Delivery Time Maintenance 5 5 7 1 FAQAD 178 PRO PLUS USER GUIDE Fig 17 5 Ship Delivery Time Maintenance Second Frame See Line Items on page 181 gt See Setting Control File Values on page 175 FAQAD Ship Delivery Time Maintenance UserMenu Edit Queue Options Help SDT Code 05 SDT Description Ship Delivery Time Code 5 Time Specify a delivery time to associate with this SDT code using the 24 hour time format For example 9 00 AM is 09
92. der line An example is shown in Figure 17 14 191 Fig 17 14 Supplier Shipping Schedule Horizon Supplier Shipping Schedule Bucketing Day1 Day2 Day 3 Day 4 Day 5 Day 6 e e e e Je 5 5je BAO gp 5e ang e De Fe e y s s lo E A Schedule Days 6 daily requirement bucket O total daily requirements A ET 940 Es d L bucketed quantity Quantity and Date Calculations Schedule Update from MRP performs the following calculations 1 Back schedule for safety days from planned order due dates 2 Back schedule for ship delivery pattern from safety day schedule See page 184 3 Back schedule for supplier calendar from ship delivery schedule See page 176 4 Allocate planned order quantities by percentage to each supplier See page 187 based on Scheduled Order MRP Maint 5 5 1 17 to create new quantities by planned order FAQAD 192 PRO PLUS USER GUIDE See page 185 gt See page 193 gt See page 183 gt See page 179 FAQAD 10 11 12 Revise quantities to Std Pack Qty multiple Display any unfulfilled prior cumulative requirements Create a release assign a Release ID and determine whether quantities are firm within the Firm Days time fence or planned Calculate fabrication and raw authorization quantities and start and end dates The start date is
93. detailed sub totals by reason for each account These amount details can iip d on be used to create discrepancy memos to apply credit to the proper accounts The discrepancy memo must be created and registered with the self bill in order to apply payment to the self bill FAQAD 48 PRO PLUS USER GUIDE Fig 6 4 Self Bill Delete Archive 27 6 12 23 FAQAD Discrepancies can occur for various reasons such as the following Differences between quantities shipped and received Unit price differences Special trailer charges in MFG PRO invoices not included in self bills Special charges included in self bills but not included in MFG PRO invoices Use this report as reference for reporting any discrepancies to the customer Self Bill Delete Archive Self Bill Delete Archive 27 6 12 23 is very similar to other delete archive functions in MFG PRO It can copy archive or remove delete archive closed records from your database Archived self bills can be returned to an MFG PRO database using Archive File Reload 36 16 5 Self Bill Delete Archive Brie UserMenu Edit Queue Options Help i P w E E g m Selection Criteria Self Bill EA To Bill To To Transmission To Response Date To 07 08 9 Display Details no Delete no Archive no Archive File Clear Print Exit lFi Help F2 Go ESC End Ctrl X Cut Cul C Copy Ctil V Paste Delete Indicates whether to delete the spe
94. ds Entry Description Field Help Fl Opens help on current field Procedure Help Shift F1 Opens help on current program Browse Alt Fl Displays choice of records Look Up Browse Alt F2 Displays choice of records About Ctrl F1 Displays the program name Browse Options F7 Opens the browse options window Browse Options Toggle Alt F Turns the browse options on and off Browse Graph Shift F11 Opens the browse graphing window Field Name Ctrl F Displays the field name ABOUT THIS GUIDE 5 Edit Keyboard Commands Entry Description Delete Record F5 Deletes an open record Cut Ctrl X Cuts a field or selection to clipboard Copy Ctrl C Copies a field or selection to clipboard Paste Ctrl V Pastes data from the clipboard Character Keyboard Commands Navigation Keyboard Control Key Commands Entry Entry Description Go Fl Ctrl X Moves to next frame End F4 Ctrl E Exits a frame program or menu User Menu F6 Ctrl P Displays list of user selected programs Previous F9 or up arrow Ctrl K Retrieves previous record in a key data field and scrolls up in look up browses Next F10 or down Ctrl J Retrieves next record in a key data arrow field and scrolls down in look up browses Enter Enter Moves to next field within a frame Tab Tab Moves to next field within a frame Back Tab Shift Tab Ctrl U Moves back one field within a frame Menu Bar Esc M Accesses the menu bar object Save object F12 In a key frame moves to data
95. duled order line items Use Scheduled Order Maintenance 5 5 1 13 to set up scheduled orders After you enter an order ID and supplier code five frames display The first contains shipping and credit information for the whole order The next four contain line item information such as item numbers ship to data line item details schedule details and optional comments Header Several values in the header frame indicate how schedules generated based on this order will be delivered to suppliers Schedules can be printed transmitted via EDI or sent via FAX depending on the values you specify If you use EDI some field values default from the values defined for the associated supplier in Trading Partner Parameters Maint 35 1 Scheduled Order Maintenance UserMenu Edit Queue Options Help G SUPPLIER SHIPPING SCHEDULES 181 OL x Purchase Order 1000 Supplier 5001000 METAL SUPPLY COMPANY Order Data AP Acct ANT amp Ship Via CONSOLIDATED Taxable no FOB Credit Terms 21 0 30 Buyer JJ Bill To Address 10000000 Contact HOLLY JONES Schedule Ship To Address 10000000 Conti ip To ess ract delivery Print Schedules yes Currency USD i EDI Schedules no Comments no options LL l Fax Schedules no Imp Exp no AIP Site When you are finished entering values in the header frame press Go to display the line item frame Line Items Use fields in the first line item
96. e control file values also default to scheduled orders for suppliers that do not have supplier specific defaults You can modify the defaults you define here as needed for individual suppliers and scheduled orders Supplier Schedule Control File Of x UserMenu Edit Queue Options Help 3 IP Schedule Control File Enable Shipping Schedule yes Generate Ship Sched From MRP yes Auto Update Plan From Ship yes Send Zero Requirements no Generate Zero Schedules yes Firm Days n Schedule Days n Schedule Weeks ja Schedule Months 5 Fab Auth Days jz Raw Auth Days n Enable Shipping Schedule Enter Yes to activate the Supplier Shipping Schedules module Note When this value is Yes you cannot manually update standard supplier schedules type 4 Generate Ship Sched From MRP Firm Days Schedule Days Schedule Weeks Schedule Months Fab Auth Days Raw Auth Days These fields set the default values for their corresponding fields in Supplier Controls Maintenance In addition they default to corresponding fields in scheduled orders created for suppliers that do not have supplier specific defaults set up in Supplier Controls Maintenance Auto Update Plan From Ship This field indicates whether planning schedules are automatically updated by the system when you make manual changes to their associated shipping schedules No Planning schedules are not updated when their associated shipping schedules are
97. e selection is limited to type 4 schedules only SUPPLIER SHIPPING SCHEDULES 201 Fig 17 19 Schedule Print Beles Schedule Print UserMenu Edit Gueue Options Help 5 5 3 8 amp Purchase Order To Item Number To Supplier 7 To Ship To To Buyer To Schedule Type Print Zero Schedules Sort Option 1 By Ship to Supplier Item PO 2 By Item Ship to Supplier PO 3 By PO Item Question Output 2 Update Schedule Sent Flag Batch ID You can print and review a schedule release any number of times before you actually transmit it Indicate when the schedule has been sent to the supplier by responding Yes when prompted to update the Schedule Sent flag To transmit the release you can mail or deliver it Schedule Print creates the printed supplier schedule The header of this document includes supplier and ship to information the release ID purchase order number item number receipt quantity and cumulative receipts The ship delivery pattern displays then the order detail The detail shows any prior open quantities including quantities in transit and then each scheduled requirement For each line on the printed schedule Req Qty is the discrete or bucketed quantity for that schedule line Cum Req Qty is the total cumulative requirement including that line quantity for the entire life of the order Net Req Qty is the total open quantity including that line q
98. e MFG PRO can automatically recognize and count them You must create event definitions to use the data captured by the system events MFG PRO uses the details from the event definitions you create to sort calculate and report on data captured by the corresponding system events Fig 8 5 Performance Event Maintenance Miel E3 Performance Event Use Meno Edt Gueve Opoe Help Maintenance EJE Da 5 15 5 Event Code po l Name Description Points You define the points corresponding to the events during setup Once your See Creating system is active it automatically recognizes the event and the event LEY and definition indicates how to award point values This reduces the amount Relationships on of manual data entry needed during the normal business flow page 70 Events of a subjective nature are termed subjective events since it takes a user decision to determine the event These user interpreted events are captured manually using the various Supplier Performance pop up windows or using Performance Data Maintenance 5 15 13 System events are negative events such as late shipment overshipment or duplicate ASNs Subjective events can be positive such as good phone FAQAD 70 PRO PLUS USER GUIDE Fig 8 6 System Category Event Maint 5 15 22 FAQAD support or sharing research costs They can also be negative such as wrong labeling or excess freight charges You can update the definition of bot
99. e selected line When you are finished viewing the requisition press End until the Requisition Inquiry screen appears FAQAD 160 PRO PLUS USER GUIDE Fig 16 5 Requisition Inquiry Requisition Inquiry 5 2 4 UserMenu Edit Queue Options Help Req Nbr reqi00 i Supplie Requisition Inquiry UserMenu Edit Queue Options Help Supplier 5001000 Supplier Ship To METAL SUPPLY COMPANY Bonne Durant Racing 720 EAST COLLEGE AVENUE Ontario Speedway BUILDING B 2 9000 World Way LOS ANGELES Los Angeles United Statel Requisition Inquiry A User Menu Edit Queue Options Help Ship to 10000000 Req Nbr req100 Req Nbr req100 Supplier 5001000 Ship to 10000000 Site ltem Number Sunnlier Bea tu LM linit Cost Disc Requisition Inquiry UserMenu Edit Queue Options Help k Req Nbr req100 Supplier 5001000 Ship to 1000000 Line Site Item Number Supplier Req Qty UM Unit Co 1 01000 001 4000 5001000 1 0 EA 250 0 Due Date 07 3 Supplier 1 0000 Need Date 0743 METAL SUPPLY COMPANY 1 0 Requisition Inquiry UserMenu Edit Queue Options Help Req Nbr req100 Supplier 5001000 Ship to 10 Requisition Totals Ext Cost Total 260 00 USD 2 Max Ext Cost Total 310 00 USD 3 FAQAD Requisition Browse Use Requisition Browse 5 2 5 to display various data about requisitions including supplier requisition date e
100. ediate levels These codes are also used in the Review Level field in approver maintenance programs 5 2 1 13 through 5 2 1 16 Approval Level 00 is reserved by the system and indicates that a person is not an approver or reviewer Individuals with this level are not included when reports are generated Description Optionally enter a text description of the approval level This description appears on various inquiries and reports Approval Amount The amount a person assigned this level is authorized to approve or required to review This amount is expressed in the approval currency defined in the Requisition Control File 5 2 1 24 You can assign a zero level authorization This defines a person who reviews requisition items and can either deny them or approve them and route them to someone with a higher approval level Note This amount can represent either a maximum or minimum depending on where it is used In the approver maintenance programs Approval Level is the maximum authorized level When Approval Required is Yes in one of these programs the associated individual must approve all requisitions up to this amount But when Review Required is Yes Review Level is a minimum this individual must review all requisitions above this amount See Approval Level Browse on page 156 Fig 12 4 Approval Level Maintenance 5 2 1 1 See Setting Up Approvers on page 116 FAQAD 114 PRO PLUS USER GUIDE gt See pa
101. edule Export to export the schedule release to an ASCII text file that can be used for an EDI system transaction Only supplier schedule type 5 and type 6 can be exported when the Supplier Shipping Schedules module is active Only schedule type 4 can be exported when this module is not active Schedules are exported only if EDI Schedules is Yes in the header of Scheduled Order Maintenance 5 5 1 13 Set up supplier specific EDI information including the EDI Schedules field default value in Trading Partner Parameters Maint 35 1 Outbound supplier shipping schedules use EDI document format 830 Supplier planning schedules use format 862 These formats are described in Table 17 4 and Table 17 5 on page 198 Supplier Schedule Export UserMenu Edit Queue Options Help Hp Bp er Purchase Order amp To Lo Item Number To Supplier To i Ship To Te These fields can A only be updated when Supplier Export Supplier Schedule no Shippin Export Planning Schedule yes pp g Export Shipping Schedule no Schedules is active Print Zero Schedules yes EDI Batch No o Export to File or Process Process Export Directory Process Name el Export File Name ed Output Batch ID Export Supplier Schedule This value determines whether standard MFG PRO supplier schedules are exported via EDI When the Supplier Shipping Schedules module is activated this field is al
102. ee eee eee 164 Approver s Open Req Inquiry 0 0 cee eee ee eee 164 PO and Req Cross Reference 0 0 0 e eee eee 165 Out of Tolerance Inquiry 0 00 cee eee eee 165 Deleting and Archiving Requisitions 0 0 cece eee eee eee 166 SECTION 5 SUPPLIER SHIPPING SCHEDULES 167 CHAPTER 17 SUPPLIER SHIPPING SCHEDULES Less 169 A da eae tc een eae E ber d dialed dha gleaned 170 Types of Purchase Orders 0 eee eee eee 171 Supplier Schedules Example 0 0 0 e eee ee eee 172 Supplier Schedules Work Flow 00 0 c eee eee eee 172 Menu Listing oi dose Gee yo Sala era des 173 Setting Up Supplier Schedules 00 0 eee eee eee eee 174 Setting Control File Values 0 0 0 0 cece eee eee 175 Setting Up Supplier Calendars 2 0 0 0 0 0 c eee ee eee 176 Defining Ship Delivery Time SDT Codes 176 Defining Scheduled Order Defaults for Specific Suppliers 178 Creating Scheduled Orders 0 0 cece eens 180 Allocating Percentages for MRP 0 0 00 c eee eee o 187 Creating a Schedule Release from MRP 0 000 e eee eee ee 187 FAQAD CONTENTS Firm and Planned Requirements 0 00 00 e eee eee 188 Requirement Bucketing lees 189 Quantity and Date Calculations 0 0 0 0 000000 e ee 191 ReleaseIDs od Pi okee ata rape ira eaa red edad 193 Report
103. efaults If you are manually creating a new release for this schedule enter a new release ID Supplier Planning Schedule Maint UserMenu Edit Queue Options Help 8p Bp er Purchase Order PO1030 Line 1 Item it 002 UM EA Supplier shipsup Ship Schedule Suppliers INC Ship To 10000 Release ID 19990113 001 Comments yes Create Date 01 13 99 08 04 48 Prior Cum Req 0 0 Active Start 01713799 Prior Cum Date 01 12 99 Active End 7 The next frame shows the prior cumulative required and cumulative date This is the total quantity you have requested from the supplier as of a certain date The active start and end dates show when this release was active The current active release has no date in the Active End field 2 The Schedule Detail Data frame displays next In Supplier Shipping Schedule Maint this frame displays without the Int field SUPPLIER SHIPPING SCHEDULES 195 Fig 17 16 E ___Planning Schedule Detail Data Planning Schedule Date Time Int Reference Quantity Q Detail Data Frame 03 22 99 03 29 99 85 0 60 0 parans wi oo P 01 18 99 wW 75 0 P 01 25 99 w 100 0 P 02 01 99 wW 90 0 P 02 08 99 w 70 0 P Int displays 02 15 99 W 100 0 P 02 22 99 wW 0 0 P only for 03 01 99 w 90 0 P planning 93 69 99 w 75 0 P 03 15 99 w 110 0 P schedules w 5 WwW Bl Use this frame to create or modify schedule delivery dates times references and firm or planned qu
104. el Supplier Planning Schedule Maint UserMenu Edit Queue Options Help Purchase Order PO1030 Item it 002 Supplier shipsup Ship To 10000 Release ID 19990113 001 Ship Schedule Suppliers INC Fab Qty 175 0 Fab Start 01 13 99 Raw Qty 175 0 Raw Start 01 13 99 Fab End 01 26 99 Raw End 01 26 99 Resource Authorization Data Any changes you make in the Resource Authorization Data frame are applied only to this release of the planning schedule To make changes that affect other releases update the order in Scheduled Order Maintenance Transmitting Supplier Schedules Transmitting a schedule release is the last step of the release process You can transmit a release in various ways using EDI sending it as hard copy or via FAX Transmit the schedule release using e Supplier Schedule Export 35 18 Schedule Print 5 5 3 8 Schedule Print in Fax Format 5 5 3 9 A schedule that has been transmitted with Supplier Schedule Export is considered sent by the system When you print a schedule release with FAQAD SUPPLIER SHIPPING SCHEDULES 197 Schedule Print or Schedule Print in Fax Format you can optionally designate the printed schedule release as sent You cannot edit schedule releases designated as sent This ensures that the release received by the supplier and the release in your system are identical Exporting for EDI Use Supplier Sch
105. em category and event Use System Category Event Maint 5 15 22 to link system categories and events with the category and event definitions you create When you create category and event definitions you can specify if you want optional data collection to occur during the following system transactions Purchase Order Returns 5 13 7 RTS Shipments 11 7 3 16 nventory Transfers Transfer Single Item 3 4 1 Transfer Multi Item 3 4 2 Transfer with Lot Serial Change 3 4 3 Batchload Transfer with Lot Serial Change 3 4 4 Figure 7 1 shows some events you can track You can create nonsystem event definitions that you can manually enter into the system For example you can define events to track supplier performance by Freight type or cost Product quality Service quality On time scheduled order delivery NaAD 56 PRO PLUS USER GUIDE Fig 7 1 Sample Supplier Performance Data Collection Points Multiple Rating Systems gt See Using the Computational Methods on page 67 for more details methods Discrete method Counts points associated with each performance event For example 100 points earned for 100 on time deliveries Manufacturer Supplier yO a N NW Te DASN D me 88 4 ART fe EN O B 3 AL J N 4 Zes A a5 Ne Shipp
106. em does not create the requisition Other fields are optional they do not require data for the system to create the requisition Information in optional fields such as Comments can be used as follows Explain the purpose of the requisition When applicable describe why the item being requested does not follow standards Provide other information that might be needed during the approval or purchasing process Fig 13 2 Requisition Maintenance Requisition UserMenu Edit Queue Options Help Maintenance 4 E 5 2 3 Req Nbr req100 Supplier 5001000 Ship to 10000000 Supplier Ship To METAL SUPPLY COMPANY Bonne Durant Racing 720 EAST COLLEGE AVENUE Ontario Speedway BUILDING B 2 9000 World Way LOS ANGELES CA 90293 Los Angeles CA United States of America Rastn Date 07 01 97 Sub Account Currency USD Need Date 07 30 97 Cost Ctr Lang Due Date 07 31 9 Site Direct Matls no Entered By mat Entity 1000 E mail Option R Requested By mat Job Status End User pir Project Comments no Reason Aprvl Status Remarks replacement engine mount Req Nbr Required A unique control number assigned to each purchase requisition You can enter a number of your own or let MFG PRO assign a number based on settings in the Requisition Control File 5 2 1 24 Press Enter to have the system assign the next number for a new requisition To modify an existing requisition enter its number FAQAD 124
107. enance 27 6 12 1 Header FAQAD Maintaining Self Bills Use Self Bill Maintenance 27 6 12 1 to manually enter new self bills and delete and maintain existing self bills Use this function to reconcile any adjustment lines that result from processing a self bill using Self Bill Auto Create 27 6 12 4 or Document Import 35 13 Self Bill Maintenance IEEE 1 1 Self Bill ME Response Date 7 Bill To Check Transmission Currency Amt Total Amt Control Total Lines Entering Header Values Self Bill Enter the self bill to which the selections are to be added When left blank the system generates a self bill number By entering an existing self bill number you specify a self bill to which selected details are added Specifying any other number in this field creates a self bill for that number and adds the selection to it Bill To Enter the bill to for which the selection is to be made The bill to is required You cannot change the bill to once you have created a self bill in the system All shipments referenced on the shipper must be paid by the same Bill To and with the same currency Transmission Enter the transmission that identifies the batch of EDI self bills received from this customer This field is used to group a number of EDI self bills Amt Total Displays a running total amount of all shipments and other entries referenced on this self bill This total is maintained by
108. ent FAQAD FILE RELATIONSHIP DIAGRAMS 209 Supplier Performance Il Supplier Performance Il System Architect Fri Mar 05 1999 15 18 ves mstr vesd det Performance Summary ves vendor vesd vendor ves vendor source vesd vendor source ves from date vesd ves from date ves to date vesd ves to date ves part vesd part ves rec type vesd rec type ves type vesd type ves sub type vesd sub type Supplier Performance Summary Master Supplier Performance Summary Detai NaAD 210 PRO PLUS USER GUIDE Self Billing Self Billing System Architect Fri Mar 05 1999 15 16 sbi_mstr ar_mstr cm mstr X E C Self Bill Master af bill sbi bill Accounts Y Customer Master cm addr sbi bill T E ar check sbi check Receivable Master sbi bil sbid bill sbj fibr sbid nbr sbid det six ref abs mstr Self Bill Detail six trnbr sbid trnbr Self Bill Cross abs shipfrom six site ASN BOL Shipper Reference abs id six ship id Master Q Q D Q so_nbr six order ih_inv Xgbr six_inv_nbr so_mstr sod nbrJ six order dh inv_nbk six_inv_nbr ih_hist sod_ling six_line idh_line six line Sales Order Master Invoice History Master File sod det idh hist Sales Order Detail Invoice History Detail FAQAD FILE RELATIONSHIP DIAGRAMS 211 Global Requisition System Global Requisition System System Architect Tue Mar 09 1999 11 40 rqm mst
109. epending on your manufacturing environment Example A supplier provides you with uncommonly poor quality goods The associated Poor Quality event code is worth 1 point However you apply the Extremely Poor weight factor which has a value of 3 00 The system calculates the new weighted performance event score as 3 1 x 3 00 The weighted performance event score displays on the supplier s report card Use Performance Weight Factor Inquiry 5 15 8 to view the weight factors created using this program FAQAD 72 PRO PLUS USER GUIDE Fig 8 8 Registration Maintenance 5 15 10 b See Use Supplier Performance on page 60 FAQAD Creating Registrations The final step in setting up the Supplier Performance system is to register the suppliers items commodity codes or sites to be monitored Use Registration Maintenance 5 15 10 to create registrations that indicate the items suppliers commodity codes sites or combination of these to track and rate You can also use Registration Maintenance to exclude any registration from performance tracking by setting Use Supplier Performance to No Registration Maintenance ic x Use Men Edi guene Options Help P Supplier Source mmm Supplier Site Item Number Corporate Commodity Code Use Supplier Performance Start Effective End Effective Acceptable Days Early Acceptable Days Late o Use Shipment Percent Acc
110. eptable Over Shipment Use Shipment Percent Cost Acceptable Under Shipment Acceptable Over Shipment Use Shipment Quantity Use Shipment Quantity Cost Acceptable Over Shipment Acceptable Over Shipment Acceptable Under Shipment Maximum ASN Lead Time E To create a registration enter identifying information in the first frame You can fill in all of the fields to measure performance for very specific suppliers that meet the criteria A very specific registration could be for a certain item from a specific supplier at a specific site You can specify only one field to collect data for a broader range If you specify a commodity code only for example performance data is collected for both PO and DO suppliers from all sites that supply any item belonging to the commodity code you specify The data in the second frame defaults from the Supplier Performance Ctrl File 5 15 24 Modify the default information according to the specific need of the registration you are creating Use Registration Report 5 15 11 to view all details associated with the registrations you create in this program SETTING UP SUPPLIER PERFORMANCE 73 Collecting Data Without Reporting Use Supplier Category Maintenance 5 15 3 to disable the reporting of data for a particular supplier site or any site and supplier combination This program can create exceptions to the normal registration By turning off a category for a supplier the category is sti
111. er of occurrences captured It takes into account the number of occurrences captured and the number of events captured This supports manufacturers who for example determine that the number of deliveries should be factored into the rating on delivery Parts per method Uses a factoring value typically 1 million to extrapolate the points awarded and produces a result that helps differentiate suppliers having almost perfect scores The parts per method includes a lookup table The table contains the range of values for lookup and an associated percentage of category points FA QAD 68 PRO PLUS USER GUIDE Fig 8 4 Performance Category Maintenance Lookup Table Ranges Frame FAQAD Understanding the Lookup Table When you are using the parts per computational method you can create a reference lookup table Set Use Lookup Table to Yes to create and use a lookup table for a supplier The values you set up in this table are used by the Performance Report Card 5 15 15 to calculate the supplier s score percentage Performance Category Maintenance tel ES UserMenu Edit Queue Options Help Lookup Table Ranges Value To 1 500 Many manufacturing companies set specific performance guidelines for their suppliers The lookup table is used when these guidelines indicate a parts per number One example of the lookup table s use is A company requires a supplier to have no more that 50 defective parts per million Fo
112. erMenu Edit Queue Options Help Selection Criteria Req Nbr ti To Requested By To End User To Site To Sub Account To Cost Ctr To Job To Entity To Requisition Date To History Older Than Days 0 Delete no Archive no Archive File Clear Print Exit SECTION 5 Supplier Shipping Schedules This section includes information on the PRO PLUS Supplier Shipping Schedules module When you use this module this section of the PRO PLUS User Guide supplements the chapter on supplier schedules in MFG PRO User Guide Volume 7 Release Management Note Some standard supplier schedule functions are disabled when this module is activated in the Supplier Shipping Schedule Control File 5 5 7 24 Supplier Shipping Schedules 169 168 PRO PLUS USER GUIDE FAQAD CHAPTER 17 Supplier Shipping Schedules This chapter describes how to set up and use features of the PRO PLUS Supplier Shipping Schedules module Introduction 170 Setting Up Supplier Schedules 174 Creating a Schedule Release from MRP 187 Manually Updating a Schedule Release 193 Transmitting Supplier Schedules 196 Reviewing and Comparing Releases 203 Deleting and Archiving Schedules 206 170 PRO PLUS USER GUIDE gt Type 4 schedules are described in User Guide Volume 7 Release Management FAQAD Introduction Standard MFG PRO supports one type of supplier schedule type 4 that combines sho
113. ettings are N R and E Set to None the default if you do not want to use the system generated E mail features of GRS Users cannot override this setting on individual requisitions gt See Out of Tolerance Conditions on page 152 Tip If you set both Use Tolerance Percent and Use Tolerance Value to Yes GRS uses the smaller of the two to determine if lines are out of tolerance See System Generated E Mail on page 106 FA QAD 112 PRO PLUS USER GUIDE Tip This field is only used when Use Tolerance Percent or Use Tolerance Value is Yes See System Generated E Mail on page 106 FAQAD Set to Regular or Extended to make this the default E mail mode for all requisitions Users can change the default setting on individual requisitions Out of Tolerance Routing Enter the code indicating the default routing for requisitions when the buyer chooses to route an out of tolerance line R requestor L last approver F first approver or N none If you set the field to None the Route To field on the out of tolerance routing screen defaults to blank Header Comments Yes or No flag indicating whether comments are normally entered on each requisition header Information associated with the header usually applies to the entire requisition and prints at the top of the requisition The flag can be changed manually on a requisition If you do not normally use header comments set this
114. eturns pop up Yes A supplier performance data pop up appears in Purchase Order Returns 5 13 7 and RTS Shipments 11 7 3 16 Maximum ASN Lead Time Enter the maximum lead time for advance ship notices ASN You must use the standard hour and minute time format HH MM This field determines the amount of time allowed between the time a shipment leaves the supplier s dock and the time the ASN for that shipment is created and sent to the customer For example the maximum ASN lead time is 00 20 If a shipment leaves the suppliers dock at 9 00 AM the supplier must create and send the ASN for that shipment before 9 20 If the supplier sends the ASN after 9 20 the lead time has been exceeded and a late ASN event is recorded This value sets the default for the same field in Registration Maintenance Defining Supplier Interval Ratings Use the Supplier Interval Ratings frame to create a reference table that appears on the supplier report card The table shows performance levels and is used as a guide for interpreting supplier ratings Fig 8 2 Supplier Performance Ctrl File Wisi x Supplier UserMenu Edit Queue Options Help Performance Ctrl File Supplier Supplier Interval Ratings Interval Ratings First Interval Title Min 91 Max 100 Frame Second Interval Title Good Min 81 Max 90 Third Interval Title Average Min 71 Max eo Fourth Interval Title Fair Min 61 Maf Fifth Interval Title Poor Min Max 60
115. evel oo To 99 Review Level oo To 99 Include Horizontal yes Include Vertical yes Include Job yes Include Product Line yes Print Details yes Effective Date 07 28 97 Output terminal Batch ID 5 2 1 17 Approver Report rgarp p 5 2 1 17 Approver Report Page 1 Public Progress Test 85 Type Horizontal Approval Review From To From To User Id Level Amount Req Level Amount Req Entity Category Sub Sub cc CC pir 10 1 000 no 00 0 yes 1000 1000 Patrick Rowan Ruto Lease amp Fuel alt User Name Admin User Name ljm laura hollander Approval Review From To From To User Id Level Amount Reg Level Amount Req Entity Category Sub Sub cc cc pir 75 75 000 no 00 0 no 1000 2600 Patrick Rowan Office Supplies Alt User Name Admin User Name 1jn laura hollander FAQAD GRS REPORTS AND INQUIRIES 159 Viewing Requisition Data Requisition Inquiry Requisition Inquiry 5 2 4 cycles through the Requisition Maintenance 5 2 3 frames for a selected requisition in read only mode To select a requisition enter a valid requisition number in the Req Nbr field use the arrow keys to scroll through the list of open requisitions and press Go The first frame shows the first header frame Press Space to move to the second header frame and to the line item detail To select a line item use the arrow keys to scroll through the list of line numbers Then press Enter to show the detail on th
116. f Bill Payment Application 27 6 12 7 Payments cannot be reversed if Unapplied cash related to the self bill has been used to pay another invoice or memo The payment period is not a valid GL period The payment period is in a closed GL period The payment period is in a closed year Fig 5 11 Self Bill Payment User Menu Edt Gueue Options Help Undo 27 6 12 8 Ga I BiT Check Batch Date Effective 7 To undo a payment 1 Enter the bill to address and check number 2 Press Go Financial information for that check is displayed 3 You are prompted to confirm the update Choose Yes to reverse the payment The check number in Check is completely removed from all system self bills referencing it This is equivalent to deleting a payment record in Payment Maintenance 27 6 4 FAQAD 44 PRO PLUS USER GUIDE AQAD CHAPTER 6 Self Billing Reports and Inquiries This chapter presents the remaining reports browses and functions in the Self Billing module Self Bill Report 46 Invoice Memo AR Balance Report 46 Self Bill Discrepancy Report 47 Self Bill Delete Archive 48 Shipment Invoice Crossref Report 49 46 PRO PLUS USER GUIDE Self Bill Report Use Self Bill Report 27 6 12 13 to review self bill detail information There are various ways the report can be produced to view the self bill details Use the selection criteria and sort options to sort and narr
117. f Tolerance no Reroute Requisition no If the buyer selects No the cursor returns to the Unit Cost field offering the buyer a chance to enter a lower value to bring the line back into tolerance The line cannot be placed on a PO if its cost is higher than the maximum approved cost plus the tolerance value or percent if one has been assigned When the buyer selects Yes the cursor advances to the Reroute Requisition flag If the buyer sets the flag to Yes a Routing Maintenance screen appears The Route To defaults from the setting in the Out of Tolerance Routing field in the Requisition Control File the buyer can change this to any valid user If the buyer chooses not to route the out of tolerance requisition at this time it stays in the buyer s queue USING REQUISITIONS TO BUILD PURCHASE ORDERS 153 Note When the buyer marks a line out of tolerance the Aprvl Status fields in the requisition header and the requisition line detail change from Approved to Out of Tolerance If the requisition maximum cost is changed to bring the line back into tolerance the status changes to Unapproved and the requisition must repeat the approval process for that line before it can be placed on a purchase order While the status is Out of Tolerance the line can still be placed on a PO if the buyer enters a cost that is within the tolerance parameters NaAD 154 PRO PLUS USER GUIDE FAQAD CHAPTER 16 GRS Reports and Inquiries Several
118. found matching selection criteria Press Enter to select deselect Records FFi Help F2 Go ESC End Ins Add F5 Delete 6 Use the workbench to refine your selection by deselecting any lines that should not be referenced by this self bill Item number is the customer s item number which was originally used on the order Use the Up Down arrows to navigate from entry to entry Use Enter to deselect any entry that does not belong on the self bill An asterisk indicates selection 7 Press Go to continue with your selection 8 Print and review the selection You are prompted to continue If you continue either all selections are added to an existing self bill or a new self bill is created and selections are added to it If you do not continue selections are not added to the self bill FAQAD 30 PRO PLUS USER GUIDE b See Maintaining Self Bills on page 32 gt For more details on EDI processing see User Guide Volume 7 Release Management See Matching Adjustment Self Bill Lines on page 38 Fig 4 3 Document Import 35 13 FAQAD 9 Self Bill Maintenance 27 6 12 1 is automatically invoked to let you edit these selections to correctly reflect the information on the remittance advice In the Self Bill Maintenance header you cannot edit the Self Bill Bill To or Currency fields which default from Self Bill Auto Create Importing Self Bills Use Document Import 35 13 to import EDI
119. g A date range is used for the selection criteria of the extract The summarized data retains enough information to match the criteria used in the Performance Report Card 5 15 15 Fig 10 10 Summary Data Summary Data Extract ox Extract 5 15 19 Usar Monu RO Hei amp J B Ro Selection Criteria Tranaction Date wa E To EZE Clear Print Exit Summary Data Extract takes the information in your database and based on the selection criteria summarizes and saves the data as a separate record in the database After you run this program multiple times you can use these individual records for data reports Example If you run this program every month for six months and retain the information in your system at the end of the six month period you can run the Summary Data Report 5 15 20 to view the six summary reports you created during the reporting period FAQAD Depending on reporting policies in your MFG PRO environment you can use the summarized data as the basis for your long term reports When REPORTING AND MANAGING DATA 91 combining data from multiple reporting sites use Supplier Cross Reference Maint 5 15 23 3 at each site to solve supplier name inconsistencies between sites Summary Data Re Use the Summary Data Report 5 15 20 to review a supplier s overall rating for the date range originally extracted using the Summary Data Extract The format is the same as that of the Performance Report Card 5 15
120. ge 156 Approval Currency The default currency from the Requisition Control File 5 2 1 24 This is a display only field Setting Up Categories A category is a logical grouping of accounts related to specific approvers For example you might have one person in your organization review all computer purchases Depending on the way your company wants to manage the requisition approval process you can establish a set of categories with Category Maintenance 5 2 1 4 The center frame displays ranges of accounts already associated with the category use the bottom frame to add modify or delete accounts Use Category Report 5 2 1 5 to view descriptions and ranges of accounts associated with existing categories Fig 12 5 Category Category Maintenance Bg Maintenance User Menu Edit Queue Options Help 5 2 1 4 EATE Category 1300 Description Contract amp Temp Labor Account Ranges ccount From Description Account To Description 60600 60699 ccount From Description Account To Description 70000 70100 Category A one to four character alphanumeric code you assign to each category Description A text description of the items in the category such as computer equipment or communications This description appears on various inquiries and reports Tip Account From Beginning of a range of accounts to be included in this The same account numbers can be included in more than one category category A
121. h item must equal 100 Schedule Update from MRP 5 5 3 1 uses the percentages you define for See Quantity an item to allocate MRP planned orders for that item among suppliers D oui Calculations on page 191 Creating a Schedule Release from MRP Use Schedule Update from MRP 5 5 3 1 to create releases of supplier schedules A release is a set of item quantities requirements and requirement dates identified by a release ID number which is then sent to your supplier A single schedule release can include both planning and shipping schedules Schedule Update from MRP generates releases based on the following data Planned purchase orders generated by MRP based on item requirements and due dates tem planning data such as safety days Scheduled order percentages defined for items and ship to sites in Scheduled Order MRP 46 Maint 5 5 1 17 Scheduled order data from Scheduled Order Maintenance 5 5 1 13 Supplier calendars defined in Supplier Calendar Maintenance 5 5 1 1 Note MRP planned orders for a co product by product or a base process item cannot be used to update supplier schedules You can run Schedule Update from MRP for combinations of items suppliers scheduled orders receiving sites or buyers FAQAD 188 PRO PLUS USER GUIDE Fig 17 12 Schedule Update from MRP 5 5 3 1 b See page 183 gt See page 183 gt See Manually Updating a Schedule Release on page 193 FAQ
122. h system and subjective events at any time Changes take effect immediately Use Performance Event Inquiry 5 15 6 to view the event definitions you create using this program Creating Category and Event Relationships After defining categories and events use System Category Event Maint 5 15 22 to relate system categories and events with the category and event definitions you created in Performance Event Maintenance and Performance Category Maintenance As automatic data collection takes place these category and event code cross references are used to relate the system activities to the supplier report card using your category and event definitions The category and event definition codes tell the system where to place the data System Category E vent Maint el x UserMenu Edit Queue Options Help Rp Br System Event Codes Early Receipt Bary Late Receipt 01 Late Under Shipment 03 Under Over Shipment a4 Over Missed Shipment 05 MissedShipment Duplicate ASN 06 Duplicate ASN Late ASN 07 Late ASN System Category Codes ASN Information 02 ASN Imports PO Receipts 01 PO Deliveries DO Receipts 03 Distribution Orders RTS Receipts 04 RTS Receipts In some situations not all system categories and events are used leave these references blank Entries in all fields are optional When you leave a field blank the automatic data collection process does not create events for that system category o
123. he name ABC Inc to consolidate the monthly data To resolve the supplier name inconsistencies when consolidating data from these sites each site uses Supplier Cross Reference Maintenance to map their supplier names 001 505 and 100 to the corporate name ABC Inc When the archive functions are used at site 2000 3000 and 4000 the performance data is archived using the defined supplier cross references The archive files with the corporate supplier name are then sent to the corporate headquarters where they are consolidated into one database using Archive File Reload 36 16 5 FAQAD REPORTING AND MANAGING DATA 89 Fig 10 7 A Sites 2000 3000 and 4000 must report Cross Reference Supplier Corporate Sites performance data for ABC Inc not for the Exampl h ple supplier code names they have assigned to ABC Inc Supplier Cross Reference Maint d Uter METER AO se amp amp rr Site 2000 Sie z000 Plastics Division tA ABC Inc known as Supplier 52 ie ar e ye Supplier Cross Reference Maint B E3 User Menu Edi Gueve Gptions Hep 3 8 amp ABC Inc Site 30000 Atlanta Processing Plant EEE ease Supplier Source po To Supplier Source po Supplier 60002000 _ To Supplie ABC Inc Site 3000 Nc ABC Inc known as Supplier 60002000 Performance data is archived as the specified To Supplier name n T ser Menu Edt ueue SR A Site 40000 Boston Outet Supp
124. he requisition items to a new purchase order press Enter and the system assigns a new PO number To append the copied requisition lines to an existing purchase order enter the PO number Build PO from Requisitions UserMenu Edit Queue Options Help Supplier t Jip To 10000000 Purchase Order PO2292 Output Supplier Ship To GTM Customer Supplier Bonne Durant Racing Ontario Speedway 9000 World Way Santa Barbara CA 93101 Los Angeles CA United States of America Message indicates a new PO a oa A message at the bottom of the screen indicates whether this PO is new or existing If it is a new purchase order the Supplier and Ship To fields default from the first requisition you selected for copying You can change these fields as required If this is an existing purchase order that PO s Supplier and Ship To values are displayed If you want to change one of these fields you must use Purchase Order Maintenance 5 7 Use the Output field to select the way you want to display the PO report You can route it to a printer a window a terminal or a file Note Sending this report to a printer is not the same as printing the PO for the supplier When you are ready to issue the PO print it with Purchase Order Maintenance 5 7 or Purchase Order Print 5 10 USING REQUISITIONS TO BUILD PURCHASE ORDERS 151 Using the PO Report The PO report shows a line by line summary of all the requisition item
125. hipment Late Receipt Undershipment RTS Receipts Early Receipt Overshipment Late Receipt Undershipment Fig 9 1 Automatic Data Collection Cycle Table 9 1 Automatic Data Collection Events and Where They Are Captured FA QAD 78 PRO PLUS USER GUIDE gt For field information see Configuring Control File Settings on page 60 FAQAD Captured During Possible Events ASN Import Late ASN Duplicate ASN Schedule Update Missed Shipment From MRP Understanding Automatic Data Collection Several types of events are automatically generated during various transactions as shown in Table 9 1 on page 77 These transactions the possible events and how the events are captured are discussed here PO DO and RTS Receipts During a PO receipt DO receipt or RTS receipt an early late overshipment or undershipment event can be automatically generated based on the following calculations 1 The receipt date is compared with the planned receipt date If the receipt is early or late that number of days is compared with the values specified in Acceptable Days Early or Acceptable Days Late in the control file When an acceptable value is exceeded a late or early event is automatically created 2 The receipt quantity is compared with the open quantity If the receipt quantity is under or over the open quantity that quantity is converted to a percent The difference and difference percent are compared with the va
126. ier Schedule Export Aud Rpt edexrp04 p Setting Up Supplier Schedules gt For information on setting up and running MRP see User Guide Volume 3 Manufacturing To use supplier shipping and planning schedules you must set up the same base data required for purchase orders including purchased items and supplier addresses In addition to automatically generate schedules based on item requirements from MRP you must set up the base data and parameter values required by MRP including item planning data Figure 17 2 illustrates a typical work flow for setting up the additional schedule related data required to use supplier planning and shipping schedules Each of these steps is discussed in detail in the following sections Fig 17 2 Supplier Schedules Setup Flow control file values Define supplier schedule Set up supplier calendars codes FAQAD Define ship delivery time Specify supplier control information Set up scheduled orders Allocate order percentages among suppliers SUPPLIER SHIPPING SCHEDULES 175 Setting Control File Values Use settings in the Supplier Schedule Control File 5 5 7 24 to activate the PRO PLUS Supplier Shipping Schedules module and define generic default values for scheduled orders and generated schedules Many of the field values in the Supplier Schedule Control File default to corresponding fields in Supplier Controls Maintenance 5 5 7 4 Th
127. information about the Global Requisition System GRS module The following chapters are included Introduction to GRS 97 Implementing GRS 103 Creating Purchase Requisitions 121 Reviewing and Approving Purchase Requisitions 137 Using Requisitions to Build Purchase Orders 145 GRS Reports and Inquiries 155 96 PRO PLUS USER GUIDE FAQAD CHAPTER 11 Introduction to GRS This chapter summarizes the major features of MFG PRO s Global Requisition System GRS Overview 98 Features of GRS 99 GRS Work Flow 100 98 PRO PLUS USER GUIDE Fig 11 1 Requisition Process FAQAD Overview MFG PRO s Global Requisition System GRS module lets you create multiple line purchase requisitions and route them through the approval process Based on the type of purchase the cost and the requestor s department the system determines which individuals are authorized to approve the requisition Optionally GRS sends E mail messages throughout the requisition life cycle to communicate status and required actions to originators end users reviewers approvers and buyers Reviewers and approvers can use the features of GRS to modify approve deny or cancel entire requisitions or individual line items When a requisition has been approved at the specified final level a buyer can use approved requisition lines to build purchase orders POs Figure 11 1 isa simplified flow diagram of the requisition process Requestor Complete
128. information for the incoming remittance Shipment details are captured at the time a shipper is confirmed Invoice tax order level discount and trailer information is captured at the time of invoice posting Note The sales order shipment program does not capture self billing information Activating Self Billing To use Self Billing you must activate it in the Self Billing Control File 27 6 12 24 Self Billing Control File BEES UserMenu Edit Queue Options Help Kg Ee G3 IP Enable Self Billing yes Self Bill Prefix SBP Next Self Bill 50004 Self Billing Control File In the Self Billing Control File set the following parameters 1 Set Enable Self Billing to Yes 2 Define the three character self bill numbering prefix according to your MFG PRO environment 3 Enter the next self bill number maximum 20 characters PREPARING TO USE SELF BILLING 23 Setting Up Customers Prior to processing customer initiated payments you must set Capture Self Billing Information to Yes in Customer Maintenance 2 1 1 for all relevant bill to addresses see Figure 3 2 Self billing information is captured only for bill to addresses with this flag set to Yes This flag is the only indicator that self bill information should be collected The Capture Self Billing Information flag displays only after you activate self billing in the Self Billing Control File To activate self billing data collection in Customer M
129. ing Freight be OO TODO PAN y M Quality Assurance L4 N XN Y X8 BS NY f ME Y Y oa Warehouse Manufacturing Inventory E mail Performance report NND Supplier Performance offers three performance calculation and rating Proportional method Assigns a percentage rating based on the actual number of satisfactory events completed divided by the total possible number of events Parts per method Similar to the proportional method but uses a large factoring number to assign a rating You are not limited to using only one method in your system Apply any method to each of the registrations you are tracking FAQAD INTRODUCTION TO SUPPLIER PERFORMANCE 57 Supplier Performance Work Flow Figure 7 2 shows a typical Supplier Performance work flow Activate Supplier Performance Define categories and events Process shipments for automatic data collection Relate system categories to user defined categories Enter data for user assisted collection Relate system events to user defined events Manually create performance events when needed Create registrations Supplier Performance Programs Generate internal and external reports and delete archive obsolete data The Supplier Performance module uses the following programs Menu Number Description Program Name 5 15 1 5 15 2 5 15 3 5 15 4 5 15 5 5 15 6 5 15
130. invoices trailer charge self bill lines In MFG PRO freight and special handling charges are grouped into this category Tax charges on select invoices tax self bill lines Self Billing Programs INTRODUCTION TO SELF BILLING 19 The Self Billing module uses the following programs Menu Number Description Table 2 1 Program Name Self Billing 27 6 12 1 27 6 12 4 27 6 12 7 27 6 12 8 27 6 12 10 27 6 12 11 27 6 12 13 27 6 12 15 27 6 12 23 27 6 12 24 35 13 Self Bill Maintenance Self Bill Auto Create Self Bill Payment Application Self Bill Payment Undo Self Bill Discrepancy Report Invoice Memo AR Balance Report Self Bill Report Shipment Invoice Crossref Report Self Bill Delete Archive Self Billing Control File Document Import Programs arsbmt p arsbac p arsbpap p arsbpu p arsbrp02 p arsbrp03 p arsbrp p arsbsirp p arsbdel p arsbpm p edimport p FAQAD 20 PRO PLUS USER GUIDE FAQAD CHAPTER 3 Preparing to Use Self Billing This chapter describes how to prepare your system to use Self Billing programs and how to activate self billing functionality Introduction 22 Activating Self Billing 22 Setting Up Customers 23 Capturing Self Billing Data 23 22 PRO PLUS USER GUIDE Fig 3 1 Self Billing Control File 27 6 12 24 FAQAD Introduction AR Self Billing uses processed shipping information to match incoming customer initiated payments The system must first process shipping
131. ion criteria After entering ranges of selection criteria you can set flags to include only open requisitions include header and line comments in the report output the report in single or multiple line format or start each requisition on a new page Fig 16 7 Requisition Report 5 2 6 Pit Requisition Report UserMenu Edit Queue Options Help Bei Es Selection Criteria Roa Nb ar27 F Supplier Entered By Requested By End User Buyer Ent Date Requisition Date 7 Need Date Due Date Site Category Job Open Regs Only n Include Comments yes Ln Format S M multi New Page Each Requisition n To RQ1027 To To To To To To 7 To To To To To To 3 3 Reg Nbr RQ1027 Supplier 5001000 General Supply Corporation 720 East College Avenue Building B 2 Los Angeles CA 90293 United States of America Rqstn Date 09 30 97 Sub Account Cost Ctr Need Date 09 30 97 Due Date 09 30 97 Entered By pjr Requested By pjr End User Project Reason set up new employees Ship to 10000000 Quality Products Inc Manufacturing Division One World Way Consolidated Business Plaza San Diego CA 92130 United States of America Currency USD Lang 10000 Birect Matls no 1000 E mail Option R Status Comments no Aprvl Status Approved Remarks LIMITED SHIPPING HOURS SEE COMMENTS FA
132. is then scored according to parameters associated with categories events and weights REPORTING AND MANAGING DATA 85 i oo Fig 10 1 Performance Report Card olx Performance aiseuven Ec anene Giptons Hep Re ort Card ale miele 5 15 15 This report can be produced with various information Set Inactive Categories to Yes to include all categories in the system even those not currently being used You can indicate what other types of items to include and the report is printable with three levels of detail Each report option displays a new level of information detail for the report card Category Category and Event Category Event and Detail Performance Data Report Use the Performance Data Report 5 15 14 to examine raw performance data i EN Fig 10 2 Performance Data Report olx Performance Data rr rr Report 5 15 14 FAQAD 86 PRO PLUS USER GUIDE Fig 10 3 Registration Report 5 15 11 Fig 10 4 Performance Events Inquiry 5 15 6 FAQAD With this flexible report you can View data in multiple detail and summary formats Select data by multiple selection criteria View event comments Registration Report Use Registration Report 5 15 11 to view all details associated with the registrations you create in Registration Maintenance 5 15 10 When you enter a value in a selection criteria field the report finds and reports the complete details of an
133. ition i Use reports inquiries and delete archive function Use E mail to advise of status r iamma optional FAQAD 102 PRO PLUS USER GUIDE FAQAD CHAPTER 12 Implementing GRS This chapter describes how to set up the Global Requisition System based on the specific way your company wants to use the requisition approval process Introduction 104 Planning the Approval Process 106 Setting Up Requisition Defaults 109 Setting Up Automated E Mail Optional 112 Defining Approval Levels 113 Setting Up Categories 114 Setting Up Jobs 115 Setting Up Buyers 116 Setting Up Approvers 116 104 PRO PLUS USER GUIDE Table 12 1 Global Requisition Setup Menu 5 2 1 FAQAD Introduction This chapter is designed for the system administrator responsible for preparing GRS for use Topics include Planning the best way to set up GRS for your company Establishing data for the system to use during the requisition process Requisition Control File default settings for the system to use E Mail If your company wants to use system generated E mail define the E mail system you use and specify user E mail addresses Approval Levels two digit codes related to maximum amounts of a specified approval currency Categories sets of related GL accounts with a single approver or group of approvers across organization structures used when establishing horizontal approvers for types of items Jobs
134. ix An optional one to three character prefix for purchase requisition numbers For example you might want to make your purchase requisitions easy to identify by adding a prefix of RQ When you add a new requisition and leave Requisition Number blank it is automatically set to the prefix code followed by the next sequential number Next Requisition Number The next automatic purchase requisition number for system assigned numbers When setting a default starting number remember that purchase requisition numbers are alphanumeric and sort in that sequence requisitions 10 20 and 100 sort in the sequence 10 100 20 Approval Currency The currency to be used in defining approval levels Defaults from the system base currency Requisitions can be created in more than one currency GRS converts other currencies to the approval currency as part of the approval process A valid exchange rate must exist for this currency during approval Product Line Approvals Required The minimum number of approvers needed to approve direct material requisitions before they can be placed on a purchase order IMPLEMENTING GRS 111 Horizontal Approvals Required The minimum number of category oriented approvers needed to approve each category within a requisition before it can be placed on a purchase order Vertical Approvals Required The minimum number of organization oriented approvers needed to approve requisitions before they can be placed on a pur
135. ky12 i2ky12 5 1 5 Use the arrow keys to navigate up and down the self bill lines Press Enter to select the line to be modified The self bill line edit frame appears MAINTAINING SELF BILLS 37 Fig 5 7 Self Bill Maintenance CIR Self Bill Use Meno Edit Haee Options Hels Maintenance Line geer Edit Frame Line 1 Bill To 1005000 Self Bill dzv123 Self Bill Item Sold To o Type Authorization Shipper Customer PO Do i y O Sales Order Paid Qty o o po Invoice Memo Paid Price 0 00 Tax Amt 0 00 Paid Amount o 00 Tax Rate Jo 00 Currency USD Origin M Remarks Close Shipment Line 2 Add or modify the fields according to the information from the EDI or the customer remittance advice document Note The field values entered in the Line Edit frame are the same values displayed in the Line Selection frame When entering a new line you must enter values When editing an existing line the values displayed were defined when the line was originally created Self Bill Item This is the item referenced on the customer remitted correspondence either the customer item number specified on the scheduled or discrete sales order line or the MFG PRO item number If specified on the sales order line the customer item number takes precedence over your item number Type This is the code identifying this line type There are five types Tip n i On the Line Blank indicates
136. learn and to begin using the software The following modules make up the PRO PLUS package Each module s user guide begins on the corresponding page Cumulative Shipped Reset on page 7 e Self Billing on page 13 e Supplier Performance on page 51 e Global Requisition System GRS on page 95 e Supplier Shipping Schedules on page 167 Other 9 0 Documentation For an overview of new features and software updates see the 9 0 Release Bulletin For software installation instructions refer to the 9 0 Installation Guides For instructions on navigating the MFG PRO environment refer to the 9 0 User Interface Guide For information on using MFG PRO refer to the 9 0 User Guides For technical details refer to the 9 0 File Relationships and 9 0 Database Definitions To review MFG PRO program screens refer to the Screen Book Volumes 1 3 To view documents online in PDF format see the 9 0 Documents on CD Online Help MFG PRO has an extensive online help system Help is available for most fields found on a screen Procedure help is available for most programs that update the database Most inquiries reports and browses do not have procedure help For information on using the help system refer to the 9 0 User Interface Guide ABOUT THIS GUIDE 3 QAD Web Site For MFG PRO users with a QAD Web account MFG PRO documentation is available for viewing or downloading at http support qad com
137. lier Source po To Supplier Source po Site 4000 A Supplier fwevend To Supplier ABC Inc ABC Inc known as Supplier wevend Supplier Cross Reference Report Use Supplier Cross Reference Report 5 15 23 4 to examine the cross references created in Supplier Cross Reference Maint Fig 10 8 PIES Supplier Cross Supplier Cross Reference Report Reference Report UserMenu Edit Queue Options Help SM 5 15 23 4 Selection Criteria Site l To Supplier To Supplier Source Clear Print Exit Figure 10 9 show the report output FAQAD 90 PRO PLUS USER GUIDE Fig 10 9 povexrp p 5 15 23 4 Supplier Cross Reference Report Supplier Cross Date 10 16 98 Reference Report Page 1 9 0 Cycle Test Output 5 15 23 4 Time 16 51 26 From 1000 To 10010 Site Source Supplier Description Supplier 0000 PO 7 7000 Waycombe TISA 0000 PO 77001 Carl Tech 77 B 0000 PO 77002 AB amp E Enterprise TIG 0000 PO 77003 Kitty Inc 77 D 0000 PO 77004 Guileful Co TI E 0000 PO 77005 Jamaica metals TI F 0000 PO 77006 Mato Inc 771 G 2000 DO 33003 Dsite12000 ooo 6766 0000 DO 77000 R10003se 787 A 0005 DO 00002 AB amp E site 1000e 778 C 0006 PO 45603 Kitco Inc 778 D 0007 PO 98764 Jolopie Manufacturers 778 E 0008 PO 73245 JannaCo metals 778 F 0009 PO 34568 RG Labels Inc 778 G Summary Data Extract Use the Summary Data Extract 5 15 19 to collapse and compress supplier performance data for the purpose of historical reportin
138. ling module to process customer initiated payments by applying payment to MFG PRO invoices based on line item shipper details including Customer details Purchase order PO number Kanban number Release authorization number RAN Evaluated receipt settlement ERS payment references With Self Billing you can Automatically enter customer remittance information using Document Import 35 13 Automatically enter remittance information based on hard copy customer remittance advice Manually enter remittance information into MFG PRO Apply under or over payment credit to accounts receivable based on such documents Apply batch payments to invoices and memos referenced on self bills Reviewing Traditional Self Billing In the automotive industry suppliers often do not send invoices to their customers Instead the customer remits a self bill This document details shipments received and amount due to the supplier for these shipments The amount also reflects any deductions for defective or damaged parts and any other pertinent credits due This document is called a self bill because the customer decides the payable amount instead of relying on an invoice from the supplier Figure 2 1 shows the traditional self bill work flow INTRODUCTION TO SELF BILLING 17 Fig 2 1 Traditional Self Supplier makes shipments to Bill Work Flow customer Customer remits self bill and payment Shipmen
139. ll registered but the information gathered is not used in the score calculation In effect you give the category full points on the supplier s report card You can disable category data reporting for a supplier and all the sites it serves by leaving the Site field blank You can disable data reporting for a site regardless of the supplier that serves it by leaving the Supplier field blank Fig 8 9 Supplicr Category Maintenance Supplier Category UserMenu Edit Queue Opti Maintenance 5 15 3 Supplier Source PO amp Supplier SP1000 Supplier Performance 1 Site 10000 San Diego Main Plant Category 05 Insp Trans Use Category In Scoring yes FAQAD 74 PRO PLUS USER GUIDE FAQAD CHAPTER 9 Collecting Performance Data This chapter reviews the Supplier Performance data collection functions Introduction 76 Collecting Data Automatically 76 User Assisted Data Collection 79 76 PRO PLUS USER GUIDE FAQAD Introduction This chapter reviews how and where performance data is captured The following items are discussed Automatic data collection User assisted data collection Manual data collection Updating captured data with comments weights and other information Finding missed shipments and how they are handled Collecting Data Automatically Performance data can be automatically collected during the following transactions Schedule Update from MRP 5 5 3 1 Document Impor
140. ll sub accounts that fall within this range are also included For example account range 5100 5100 includes 5100001 through 51009999 where 5100xxxx is the sub account FAQAD IMPLEMENTING GRS 115 Account To End of a range of accounts to be included in this category defaults to same value as Account From This field cannot be left blank Setting Up Jobs A job is a relatively short term set of tasks such as a limited duration project People from many different sub accounts or cost centers often issue requisitions for the same job To keep purchase accountability with one person usually the project manager you can set up a job code Use Job Maintenance 5 2 1 7 to define jobs Job Browse 5 2 1 8 lets you view existing job definitions Note While job and project are used for the same type of activity MFG PRO uses project to track expenses to a GL account Job is used only to determine an approver for a requisition Job Maintenance UserMenu Edit Queue Options Help Job ORTP2 Description Start Effective End Effective Job An alphanumeric code assigned to this job When an approved requisition line is copied to a purchase order this information is added to the Sales Job field on the PO The job code is not validated against any system data Consider establishing naming standards for your company to make the codes easy to recognize on reports and inquiries Description A short descripti
141. lts for requisitions Set up E mail definitions and E mail users i i Set up reviewer and approver levels pesos i s Optional Set up jobs Set up buyers Set up approvers FAQAD 106 PRO PLUS USER GUIDE Table 12 2 E Mail Modes FAQAD Planning the Approval Process Before starting to set up GRS you should consider the way you want the approval process for your company to flow Use the following questions as a guideline Will you operate more efficiently if GRS generates E mail messages to the people involved in the approval cycle Should only the next approver be notified of approval related events or would a wider distribution be better Are most of your requisitions approved by department heads or supervisors Are the types of purchases you make monitored across departments by certain reviewers regardless of which department generates the requisition Do you want the buyer to be able to change the cost specified on a requisition when placing a purchase order And if so do you want to set parameters to identify a cost variance as out of tolerance System Generated E Mail One element to consider in the planning process is whether your company wants to use the automated E mail notification features of GRS If so you must establish a record in E Mail Definition Maintenance 36 4 20 for each E mail system your company uses You must also enter E
142. lues in Acceptable Over Shipment quantity Acceptable Under Shipment quantity Acceptable Over Shipment percent and Acceptable Under Shipment percent in the control file When one of these values is exceeded an event is automatically created 3 The cost of the quantity received is compared with the cost of the open quantity If the quantity received cost is more than the open quantity cost the cost difference is converted to a percent The cost difference and cost difference percent are compared with the values in Acceptable Over Shipment cost and Acceptable Under Shipment percentage When one of these values is exceeded an event is automatically created COLLECTING PERFORMANCE DATA 79 Schedule Update from MRP During Schedule Update from MRP only missed shipment events are generated If any overdue quantity exists on the prior schedule as a new schedule release is being generated that quantity is moved to the cumulative required portion of the schedules and is seen as a missed shipment A missed shipment event is automatically created When the missed shipment arrives it is netted against the schedule and the missed shipment event is replaced with a late shipment event Advance Ship Notice Late ASN events are recorded when the lead time for ASNs specified in Maximum ASN Lead Time in the Supplier Performance Ctrl File is exceeded ASN lead time is the amount of time allowed between the time a shipment leaves the sup
143. ments in planning and shipping schedules Shipping schedules cover item requirements for the specified number of schedule days while planning schedules cover requirements for the sum of schedule weeks and schedule months Bucket item quantities on planning and shipping schedules Requirement buckets display on planning and shipping schedules as schedule detail lines On shipping schedules daily requirements are further divided into hour and minute buckets based on the SDT code associated with the applicable order line Planning schedule requirements for the number of schedule weeks and months specified on the applicable order line reside in discrete bucketed quantities as shown in Figure 17 13 Note When you generate only planning schedules applicable schedule days requirements are also included on each planning schedule Days included on planning Supplier Planning Schedule Horizon schedule when a shipping schedule is not generated 1100 4500 E 4500 150 120 200 4500 4500 0 Arial i 1000 150 120 200 l _4500 4500 Schedule Days 6 Schedule Weeks 2 Schedule Months 6 Schedule Update from MRP always assigns the entire quantity in each weekly requirement bucket to the first day of the week on which the supplier is available based on the supplier calendar set up
144. mments field of the Requisition Control File Enter Yes if you want to enter additional information for approvers purchase reviewers and buyers to read when processing the requisition Use comments for such things as new supplier data item specifications or special packaging or delivery requirements Aprvl Status Reference field Indicates whether the entire requisition is approved not approved or out of tolerance At the header level this field does not change to Approved until all lines have been approved If at least one line item is out of tolerance this field reads Out of Tolerance If an out of tolerance line is changed on an approved requisition this field reverts to Unapproved When you have completed the first frame of the header press Go the second frame displays Requisition Maintenance UserMenu Edit Queue Options Help BOSE a Supplier 5001000 Ship to 10000000 Ship To Rea Nbr reg100 Supplier METAL SUPPLY COMPANY 720 EAST COLLEGE AVENUE Ontario Speedway BUILDING B 2 9000 World Way LOS ANGELES CA 90293 Los Angeles CA United States of America Disc 0 00 Price Tbk Disc Tbl Discount Optional The discount percentage the supplier is allowing for the requisitioned items This discount percentage is the Fig 13 3 Requisition Maintenance Second Header Frame FAQAD 128 PRO PLUS USER GUIDE Tip These fields are validated against the Price Table Required a
145. n The two totals must match to apply payment to the self bill Creating a New Self Bill Normally you would not use Self Bill Maintenance 27 6 12 1 to create a new self bill Use Self Bill Auto Create or Document Import to create a new self bill However under some circumstances you may have to use Self Bill Maintenance to create a new self bill Follow these steps to create a new self bill using Self Bill Maintenance In the program header do the following 1 Enter a new self bill number Leave blank for the system to create a new number from the information in the control file Enter or select a customer bill to address On a new self bill information defaults for Response Date and Currency FA QAD 34 PRO PLUS USER GUIDE Fig 5 2 Self Bill Maintenance Line Selection Frame Fig 5 3 Self Bill Maintenance Line Edit Frame FAQAD 3 Edit Transmission Response Date and Amt Control Total as needed Press Go A self bill line selection frame appears 7 IT Self Bill Item Authorization pen Qty Price Shipper Customer PO Inv Memo Paid Qty Paid Price Follow these steps to create a new self bill line 1 Onthe blank self bill line press Insert The self bill line edit frame appears Line indicates the new self bill line Self Bill Maintenance Jo x DserMen Edit Gueve Options Help Line 1 Bill To 1005000 Self Bill dzv123 Self Bill Item Sold To 0 Type Authoriza
146. n schedule detail lines that differ by this percentage or more When this value is 0 zero any quantity variance is reported regardless of variance percentage FAQAD 204 PRO PLUS USER GUIDE Tip Assign ABC class codes to individual items using Item Master Maintenance 1 4 1 Fig 17 23 Ship to Plan Schedule Compare Output 5 5 7 14 Fig 17 24 Schedule Comparative 5 5 3 15 FAQAD Variance percentage indicates the extent to which one schedule detail line varies from another expressed as a percentage value For example if you execute a comparison program with all fields left blank but with Variance set to 5 the resulting report only includes releases where the schedules differ by five percent or more ABC Class Optionally specify an item ABC class to compare only schedule detail lines containing items that belong to that class Valid values are A B or C You can combine this code with a variance percentage for reporting For example class A items might be reported at a two percent variance while class C items are reported at a ten percent variance rsrpll p 5 5 7 14 Ship to Plan Schedule Compare Date 01 19 99 Page 1 Global Industries Time 16 49 06 Order Ln Item Number Ship Release Id Plan Release Id poB62b 1 86 19990118 00 IN Date Ship Discrete Qty Plan Discrete Qty Oty Diff Variance Ship Cum Oty Plan Cum Qty Cum Qty Diff Variance o1 ig 98 105 0 10 0 8 0 05 10 0 10 0 5 0 os Order Ln Item N
147. nd Disc Table Required flags in the Purchasing Control File 5 24 Tip You can alternate between Single and Multi when you are entering line items Fig 13 4 Requisition Maintenance Requisition Line Frame FAQAD default for line items you can change the discount at the line item level if it varies by item If a supplier is specified this defaults from the supplier master Price Tbl Optional The price table GRS uses to find the item s price If a supplier is specified this defaults from the supplier master The entry in this field becomes the default value for the line items Disc Tbl Optional The discount table GRS uses to look up the discount associated with this item If a supplier is specified this defaults from the supplier master The entry in this field becomes the default value for the line items Entering Line Items You can enter line item data in two modes single line or multiple line based on the setting of the Ln Format S M flag in the Requisition Control File 5 2 1 24 In multiple line mode you can enter just the basic data for from 8 to 16 items depending on your computer system on a single screen This basic data includes supplier data site item number quantity unit of measure unit cost and discount percentage All other information defaults from the header Note If you need to change any of the other header information for a line item you must use single line mode which di
148. nd cost centers but only if the requisitions are associated with a specific job This way a single approver can authorize project specific purchases originated by several departments multiple sub accounts Product Line Approvers Product lines group items for reporting planning and accounting purposes A product line approver authorizes inventory purchases for direct materials associated with specific sites and product lines A person who approves MRP planned material purchases must be defined as a product line approver Setting Up Requisition Defaults Use the Requisition Control File 5 2 1 24 to establish default values for new requisitions you create with Requisition Maintenance 5 2 3 Setting default values saves time while preparing a requisition because standard values are already filled in As needed the requisition originator can change most of these settings on individual requisitions Example Your company does not ordinarily use header comments on its requisitions so you set the Header Comments flag to No in the Requisition Control File A requestor who needs to add header comments can change the flag to Yes on individual requisitions Requisition Control File UserMenu Edit Queue Options Help Using GRS yes Requisition Prefix req Next Requisition Number 00000457 Approval Currency Product Line Approvals Required Horizontal Approvals Required Vertical Approvals Required Use Tolerance Percent no
149. ne to delete 2 3 Press Delete 4 The self bill line detail frame and a delete confirmation prompt appear FAQAD 40 PRO PLUS USER GUIDE Fig 5 9 Self Bill Line Self Bill Maintenance of xl Detail Frame and UserMenu Edi Queue Options Help Delete Line Bp amp E DP Confirmation Line 4 Bill To 777 Self Bill SBP50001 Self Bill Item 777 100 Sold To 777 Prompt 1 100 Type Authorization Shipper j2ky12 Customer PO Sales Order s015878 Paid Qty 5 0 Invoice Memo j2ky12 Paid Price 5 00 O Tax Amt 0 00 Paid Amount 25 00 2 Please confirm delete Tax Rate 0 00 Currency usd Origin A Yes No Close 1 Shipment Information Shipment Paid Balance Quantity 10 4 10 1 9 t Price 5 Extended Amount 50 50 9 5 Choose Yes to delete the selected line To delete an entire self bill 1 Inthe maintenance header select the self bill to delete Press Go 2 When the second set of fields are highlighted press Delete 3 Youare prompted to continue with the deletion Choose Yes to delete the selected self bill Applying Payment to Self Bills Once a self bill has been created and payment has been received payment must be credited to the appropriate MFG PRO invoices Use Self Bill Payment Application 27 6 12 7 to apply payment to all of the invoices and memos that are referenced by a self bill document Important You cannot apply payment to a self bill if the Amt Total does not equal the Am
150. ner Interface ID 13 24 ad_edi_tpid EDI Standard Version 37 30 ad_edi_std Table 17 5 lists the record format for each section of a plan or ship schedule Description POS Width Value DB Field Local Var 01 Header Information Record Type Indicator 1 2 01 Release ID 5 30 sch_rlse_id Ship Deliver Date Indicator 35 2 SH Shipment Delivery Cumulative Flag 37 1 so_cumulative only for 830 Purpose Code Ext 38 2 edi_ext SUPPLIER SHIPPING SCHEDULES 199 Description POS Width Value DB Field Local Var 02 Header Comments Record Type Indicator 1 2 02 Comment 3 76 cmt_cmmt 03 Ship To Ship From Record Type Indicator 1 2 03 Trading Partner Ship To 3 24 po_shipto Trading Partner Ship From 37 15 po_site 04 PO Item Record Type Indicator 1 2 04 Part Number 3 30 pod_part Purchase Order Number 33 30 po_nbr 09 Comments Record Type Indicator 1 2 09 Comment 3 76 cmt cmmt 10 SDP Code Prior Cum Req Date Record Type Indicator 1 2 10 Ship Deliver Pattern 1 sch_sd_pat only for 830 Prior Cum Quantity 4 12 sch_pcr_qty Prior Cum Date 16 6 sch_pcs_date 11 Comments Record Type Indicator 1 2 11 Comment 3 76 cmt_cmmt 12 Schedule Detail Record Type Indicator 1 2 12 Discrete Quantity 3 12 schd_discr_qty Interval 15 1 schd_in
151. ng Firm Days to zero on scheduled order lines When Firm Days is zero Firm requirements are not generated or carried forward from one release to the next The system sets Prior Cum Req equal to Prior Cum Received Each schedule release is based on the most recent MRP planned order data available Requirement Bucketing Item requirements on standard supplier schedules type 4 are maintained as discrete dates and quantities in the database The system does not bucket item requirements on these schedules until they are printed or transmitted to the supplier Item requirements on supplier planning type 5 and shipping schedules type 6 however are stored differently than those for type 4 schedules See Manually Updating a Schedule Release on page 193 b See Firm Days on page 183 gt For information on type 4 schedules see User Guide Volume 7 Release Management FA QAD 190 PRO PLUS USER GUIDE See Schedule Days Schedule Weeks Schedule Months on page 183 gt See Defining Ship Delivery Time SDT Codes on page 176 Fig 17 13 Supplier Planning Schedule Bucketing See Setting Up Supplier Calendars on page 176 FAQAD When Schedule Update from MRP generates a schedule release it uses the Schedule Days Schedule Weeks and Schedule Months values defined for applicable scheduled order lines to Determine the length of time covered by the item require
152. ntered by requested by and end user Pot Requisition Browse UserMenu Edit Queue Options Help Req Nbr REQ10090 GRS REPORTS AND INQUIRIES 161 Output terminal Req Nbr Supplier Ship to Site Rqstn Date Entered By Req By End User 010090 10000000 10000 09 26 97 pjr pir 1010091 10000000 10000 09 30 97 pir pir 010092 10000000 10000 99 30 97 pjr pir eqi i 10000000 10000 97 01 97 ljm 1jm pir eqi 2 900 10000000 07 02 97 ljm 1jm eqi 3 00010108 10000000 97 02 97 ljm 1jm eqi 4 900 10000000 07 02 97 ljm 1jm eqi06 900 10000000 07 02 97 ljm 1jm reqi0 0001000 10000000 07 02 97 1jm 1jm eqi08 10000000 07 02 97 mat mat mat peo 90010108 10000000 97 02 97 pjr pir bzk eqiio 10000000 07 02 97 mat mat reqi11 0001000 10000000 07 02 97 ljm ljm eqii2 002 10000000 07 02 97 pjr pir eqii3 0001000 10000000 97 02 97 mat mat egii4 900 10000000 07 02 97 mat mat eqii5 900 10000000 97 02 97 ljm 1jm eqii6 00010108 10000000 97 02 97 ljm 1jm eq200 5030 10000000 10000 07 07 97 ljm ljm def req201 10000000 10000 07 07 97 ljm 1jm eq202 5020 10000000 10000 07 07 97 ljm ljm eaae 10000000 10000 07 07 97 ljm 1jm eq204 5000 10000000 07 07 97 ljm 1jm req205 5000 10000000 07 07 97 1jm 1jm keq207 twi 10000000 07 07 97 asw asw asw Fig 16 6 Requisition Browse 5 2 5 FAQAD 162 PRO PLUS USER GUIDE Requisition Report Use Requisition Report 5 2 6 to display one or more requisitions you determine by entering various select
153. nts Yes or No flag defaults to No Change this flag to Yes if you want to add comments for the next person on the routing to read Route To The first person in the approval process Use the look up browse to view the list of appropriate approvers determined by the system based on sub account cost center category and job information On MRP orders this is a product line approver Buyer The employee responsible for issuing a purchase order for approved requisition items You can leave this field blank However purchase reviewer or approver must complete the field before final approval If your company uses the system generated E mail feature the buyer is informed by E mail when the requisition has been approved If a default supplier was entered for the requisition and if a buyer was defined for that supplier in Supplier Maintenance 2 3 1 that buyer s user ID appears in this field It can be changed to any valid buyer When you have completed the routing frame and added approval comments if any you are prompted to confirm your actions This routes the requisition into the approval process CREATING PURCHASE REQUISITIONS 135 Approving MRP Planned Orders You can also create a purchase requisition by approving MRP planned orders using Planned Purchase Order Approval 23 11 Fig 13 8 Pn Planned Purchase Order Approval Planned Purchase ser enu Boe due K Unions eh Order Approval Establish selection 23 11 criteria
154. nually designate detail line quantities as firm on individual planning schedules if required Any unreceived firm requirements from one release are automatically carried forward to the next release during schedule update These quantities are maintained as a prior cumulative requirement SUPPLIER SHIPPING SCHEDULES 189 Planned orders outside the firm days period are approved but maintained as planned requirements This means that they are not seen by MRP as sources of supply and can be replanned When you rerun MRP it plans or replans orders for scheduled requirements that are now within its planning horizon Executing Schedule Update from MRP adds the new and updated planned orders designating as firm any requirements that now fall within the Firm Days period If requirements change you may need to manually adjust firm quantities in Supplier Shipping Schedule Maint 5 5 7 7 or Planning Schedule Maint 5 5 7 6 When increased demands create additional requirements within the Firm Days period MRP creates planned orders in that period When you regenerate the schedule the system does not select any planned orders falling within the firm period covered by a schedule The warning message Order not selected displays in the report When requirements decrease due to decreased demands MRP sees the supply as excessive and produces action messages You can avoid rescheduling problems due to fluctuations in short term MRP data by setti
155. on of the project or activity for this job This description appears on various inquiries and reports Start Effective The first date this job can be used on a requisition The default is blank Effective dates are optional If you leave the date fields blank the job is effective indefinitely End Effective The last date this job can be used on a requisition The default is blank P See Job Browse on page 157 Fig 12 6 Job Maintenance 5 2 1 7 FAQAD 116 PRO PLUS USER GUIDE Fig 12 7 Buyer Maintenance 5 2 1 20 gt See Planning the Approval Process on page 106 b See Approver Report on page 157 FAQAD Setting Up Buyers The buyer an individual who places purchase orders with suppliers is the last person in the requisition process After a requisition has passed through final approval it is routed to the buyer who references approved requisition line items on purchase orders Use Buyer Maintenance 5 2 1 20 to add and delete buyers Buyer Maintenance gt E User Menu Edit Queue Options Help Buyer aci Anne Johnson Grim Delete n Buyer User ID of the person designated in this record as a buyer During the approval process the buyer named on the requisition is notified by system generated E mail when the requisition is approved and ready to be moved onto a purchase order Any valid MFG PRO user can be defined as a buyer Delete Yes or No flag used to
156. on or comments or add the appropriate performance weight factor codes FAQAD 82 PRO PLUS USER GUIDE gt See Configuring Control File Settings on page 60 Fig 9 4 Missed Shipment Event Generator 5 15 17 FAQAD You can manually create new performance data for example add a note about performance that is not captured by the system such as bad telephone service or lack of professionalism 1 Leave Tran ID blank 2 Enter the new data in the appropriate fields 3 Save the new record A new Tran ID is generated and assigned to the new data Missed Shipment Event Generator Use Missed Shipment Event Generator 5 15 17 prior to generating performance reports This program updates performance data with the most current results It evaluates POs and DOs then creates missed shipment events for any open orders not fully reconciled You indicate whether POs DOs or both are evaluated by specifying defaults in the control file Missed shipment events are created only for valid registrations Note Missed shipment events do not remain in the system They are removed upon receipt of the associated late shipment This program does not evaluate supplier schedules These are evaluated in Schedule Update from MRP 5 5 3 1 Missed Shipment Event Generator 101 x UserMenu Edit Queue Options Help Missed Shipment As Of Date 06 30 98 Output Batch ID CHAPTER 10 Reporting and Managing Data This ch
157. onal information in line item comments if needed Supplier Defaults from the header can be changed for each line item When you advance to this field a pop up window prompts you for an optional price table and discount table Fig 13 5 Sm i Requisition METAL SUPPLY COMPANY Maintenance 720 EAST COLLEGE AVENUE 5 Aes Supplier Detail LOS ANGELES CA 90293 Frame United States of America Pr Tbt Disc Tbl Pr Tbl Optional Defaults from header can be changed for each line item Disc Tbl Optional Defaults from header can be changed for each line item Req Qty Required The quantity of the item needed UM Optional Enter the unit of measure in which goods or services are priced ordered and received for example EA each BX box DZ dozen LT lot or HR hour UM is used in the search for a price on the associated price list or discount table Unit Cost Optional Price from the associated price list or discount table The system uses this information to calculate the extended cost of the line item Disc Defaults from the header can be changed for each line item FA QAD 130 PRO PLUS USER GUIDE FAQAD Due Date Defaults from the header can be changed for each line item Need Date Defaults from the header can be changed for each line item Type Optional The type of purchase If you enter an inventory item code in the Item field Type defaults to blank Non inventory items show M
158. onditions on page 152 gt See System Generated E Mail on page 106 FAQAD not the same as the Job field which is used to assign approval authority for requisitions and is not tied to the general ledger Project is validated against the project master if Verify Projects is Yes in the System Account Control File 36 1 When an approved requisition is copied onto a purchase order the entry in this field is copied into the Project field Currency Required Enter the currency in which the purchase order will be created Defaults from the supplier if specified otherwise from the base currency in the System Account Control File Requisitions can be created using any currency defined in Currency Maintenance 26 1 with a valid exchange rate Exchange rates are set at the time the requisition is created then recalculated when the buyer enters the PO price Fluctuations in exchange rates can create an out of tolerance condition that is the purchase price exceeds the maximum cost shown on the requisition line item by more than the out of tolerance parameters set in the Requisition Control File 5 2 1 24 Language Optional A selection tool used when comments are to be entered in a language other than the default language A master comment created in Master Comment Maintenance 1 12 can be stored in multiple languages using the same master reference code MFG PRO uses the code in the Language field to select the appropria
159. onverted from the supplier s unit of measure to the unit of measure in which your company stocks this item Qty Ordered Reference field The actual quantity ordered Default is zero when all or part of a requisition line item quantity is placed ona purchase order the quantity is reflected in this field Max Unit Cost Required A field that allows for a higher purchase cost than entered in the Unit Cost field Default is Unit Cost without regard for the discount percent this can be changed The optionally higher cost by line item is used to calculate the total cost for which the requisition is approved The system uses this cost when calculating whether the requisition is within tolerance parameters set in the Requisition Control File 5 2 1 24 Ext Cost Reference field A calculation using the quantity ordered unit cost and discount to determine total extended cost FA QAD 132 PRO PLUS USER GUIDE FAQAD Max Ext Cost Reference field A calculation using the quantity ordered and maximum unit cost to determine total maximum extended cost Status Optional Identifies the status of the individual requisition line Blank indicates the line item is open e X indicates the line item is canceled No further activity can be entered against a line item with this status If a line item has been canceled it can be reopened by changing the status When a requisition is canceled at the header level X displays on all line i
160. ou can change this to another person s ID only if you have been designated as this person s alternate or administrative approver in an approver maintenance program Req Nbr Enter the number of the requisition you want to approve Use the arrow keys to select from the Queue or Dispositioned list View Requisition Yes or No flag indicating whether the system should display the requisition in read only mode as shown in Figure 14 2 If you select Yes the requisition is immediately displayed At the line level use the arrow keys to scroll through line numbers press Enter to select a line to be displayed FAQAD 140 PRO PLUS USER GUIDE Fig 14 2 Requisition Approval Maintenance View Requisition Screen gt See Creating a Requisition with Requisition Maintenance on page 122 Fig 14 3 Requisition Approval Maintenance Modify Requisition Screen FAQAD Requisition Approval Maintenance UserMenu Edit Queue Options Help Req Nbr req110 Supplier Ship to 10000000 Supplier Ship To Bonne Durant Racing Ontario Speedway 9000 World Way Los Angeles CA Rastn Date 07 02 97 Sub Account Currency usd Need Date 07 02 97 Cost Ctr Lang Due Date 07 02 97 Site Direct Matls no Entered By mat Entity 1000 E mail Option R Requested By mat Job Status End User Project Comments no Reason Aprvl Status Remarks yet another test When you are finished viewing the requisition press Exit to
161. ow down the information reported Fig 6 1 Self Bill Report Self Bill Report Bigs 27 6 12 13 UserMenu Edit Queue Options Help Rp Bp Go I sebit X T Bil to To Date i i To aE em o Koen ue Shpper Te Customer PO sl To i i Sales Order To Ship From l To gt Sod To To Check To Include Shipment Lines yes Include Adjustment Lines no Include Tax Lines no Include Trailer Lines no Include Order Discounts no Include Closed Lines no Report Unpaid Only no Sort By fitemauth Item amp Authorization Include Lines with Origin All Output Batch ID Invoice Memo AR Balance Report Use Invoice Memo AR Balance Report 27 6 12 11 to determine what portion of invoices referenced by the self bill have been paid Internally the system maintains a map between every self bill line and an invoice Applying payment to a self bill means applying payment to the associated invoices Fig 6 2 Invoice Memo AR Invoice Memo AR Balance Report BEE Balance Report UserMenu Edi Queue Options Help 27 6 12 11 arce FAQAD Selection Criteria Open Invoices Memos Only yes Summary Detail Detail Report Discrepant Lines ves Report Lines Not Matched yes Report Adjustment Lines bes Report All Lines no SELF BILLING REPORTS AND INQUIRIES 47 Use this report in summary mode to determine if an invoice related to a
162. ple for vertical and job approvers the system determines approvers based on the total maximum cost of the requisition This is because all the line items use the same sub account and cost center combination For horizontal approvers GRS selects approvers based on the total maximum cost of all the line items for each category included on the requisition Approval Required Yes or No flag indicating whether all requisitions at or below the level specified in Approval Level must be approved by this individual Default is No This applies only to requisitions requiring this person s approval type horizontal vertical job or product line Alternate Approver 1 Alternate Approver 2 Enter the ID of another approver with the same or greater expenditure authorization limit who is allowed to authorize requisitions on behalf of a regular approver when that person is not available You can designate up to two alternate approvers Administrative Approver Enter the ID of an individual authorized to approve purchase requisitions on behalf of this approver The person IMPLEMENTING GRS 119 specified does not need to be assigned an approval level Completing this field allows routine requisition activities to continue during a manager s absence Start Effective Enter the first date this approver is authorized to approve requisitions The default is blank Effective dates are optional you can use start and end dates to assign approvers for
163. plier s dock and the time the ASN for that shipment is created and sent to the customer Both of these times are contained within the EDI transaction User Assisted Data Collection User assisted data collection can happen in five areas of MFG PRO Purchase Order Returns 5 13 7 RTS Shipments 11 7 3 16 Inventory Transfers 3 4 menu Performance Data Maintenance 5 15 13 Missed Shipment Event Generator 5 15 17 Purchase Order Returns and RTS Shipments When material is returned or moved from the inspection location a pop The inspection up window lets you enter a performance event This pop up appears only SR dune eN if Supplier Performance is activated in the Supplier Performance Ctrl Control File File 5 15 24 and Enable PO Returns is Yes 5 24 Note RTS shipments are handled in the same way as PO Returns The same control file flag controls both the PO Returns and RTS pop up windows FAQAD 80 PRO PLUS USER GUIDE Fig 9 2 Supplier Performance Pop Up in PO Returns See Configuring Control File Settings on page 60 FAQAD The vendor and order information defaults to the pop up but cannot be changed The Category Event Quantity and Reason fields can be updated Recording of the event is optional The pop up is intended to capture information regarding material quality To continue without entering an event press Go Supplier Performance Data Site 10000 Item Number it 001 Supplier Sou
164. plier Shipping Schedule Maint 5 5 7 7 to modify planning or shipping schedules You can change schedule detail data such as requirement dates quantities firm or planned status and fab and raw authorization quantities and dates FAQAD 194 PRO PLUS USER GUIDE gt See Auto Update Plan From Ship on page 175 Fig 17 15 Cumulative information Frame FAQAD Typically Schedule Update from MRP 5 5 3 1 is used to generate planning and shipping schedules but these two maintenance programs can also be used to manually create them When Auto Update Plan From Ship is Yes in the Supplier Schedule Control File 5 5 7 24 supplier planning schedules are automatically updated by the system when you make changes to their associated shipping schedules When manual changes are made to the shipping schedule or the planning schedule these changes are used to automatically update the corresponding type 4 supplier schedule so they can be taken into account by MRP the next time it is run This update takes place regardless of any control file setting The following discussion focuses on Supplier Planning Schedule Maintenance Navigation and data entry in Supplier Shipping Schedule Maintenance is almost the same Any differences are noted 1 Inthe first frame use the Purchase Order Item Supplier Ship To and Line fields to identify a scheduled order Enter the release to modify or leave Release ID blank and the current release ID d
165. prover Maintenance 119 Job Browse 157 Job Maintenance 115 L Lookup Table 68 M material requirements planning MRP allocating scheduled order percentages for 187 approving purchase orders 135 supplier schedules update from 187 Missed Shipment Event Generator 82 O out of tolerance global requisitions 111 requisitions 152 P parts per million formula 68 Perform Weight Factory Inquiry 71 Performance Category Inquiry 67 87 Performance Category Maintenance 66 Performance Data Delete Archive 92 Performance Data Maintenance 81 Performance Data Report 85 Performance Event Inquiry 70 86 Performance Event Maintenance 69 Performance Weight Factor Maint 71 planned orders creating requisitions from 135 Planned Purchase Order Approval creating requisitions 135 Pre Shipper Shipper Confirm 23 price table requisitions 128 PRO PLUS Supplier Schedules Menu 173 Product Line Approver Maintenance 120 Purchase Order Maintenance adding requisition lines 146 modifying requisition data 151 Purchase Order Print 150 purchase orders adding requisition lines to 150 types contrasted 171 INDEX 215 Purchase Requisition Maintenance 110 use with GRS 110 purchase requisitions and GRS 110 Purchasing Control File date based release IDs 193 ship to for requisitions 124 supplier performance 80 R registration supplier performance 54 Registration Maintenance 72 Requisition Approval Maintenance 138 Requisition Browse 161 Requisition
166. r rgj mstr Requisition Job Master rjj job rqm job Requisition Master rql_mstr rqm nbrz rqda nbr rqda det Requisition Level Master T Requisition Detail rqj job Approvals rqm nbr rqda_nbr tqa_userid rqda_userid rql_level 4 rqa_level req_category rqd_category rqa_mstr rqc mstr rqd det Requisition Requisition Requisition Detail Approver Master Category Master File rqc category rqa category rqa userid rqda userid rgm nbr rqpo req nbr rqc category qcd category pod req nbf rqd nbr and rgh hist pod reg line rqd_line rqcd det Requisition History Log File m Requisition E e Category Detail po_det pod_req_nbr rqd_nbr rqd_req_line rqd_line Purchase Order Detail File rqpo_re po_mstr Requisition PO po nbr rqpo po nbr Cross Reference File Purchase Order Master FA QAD 212 PRO PLUS USER GUIDE Supplier Shipping Schedules Supplier Shipping Schedules qad_wkfl System Architect Tue Mar 09 1999 11 45 QAD Work File extension of vd mstr sdt_code qad_charfld 2 sdt mstr pod det PO Line Delivery Time Purchase Order Shipping Delivery sdt code pod qad07 Detail Time Master Ship Delivery Time sdt code sdtd code pod nbr sdtd det po mstr Shipping Delivery Purchase Order Time Detail Master FAQAD Numerics 2 1 1 23 5 2 1 4 114 5 2 1 7 115 5 2 1 13
167. r Yes or No to specify whether to use the shipment quantity to calculate supplier performance NaAD 62 PRO PLUS USER GUIDE Tip This field is used when Use Shipment Quantity is Yes Tip This field is used when Use Shipment Quantity is Yes Tip This field is used When Use Shipment Percent Cost is Yes FAQAD Yes The system evaluates whether incoming receipts are over or under the user specified quantity No Evaluation does not occur The values in the corresponding Acceptable Over Shipment and Acceptable Under Shipment fields are not used This value sets the default for the same field in Registration Maintenance Acceptable Over Shipment Enter the maximum quantity by which an incoming shipment can be over the expected quantity without generating an overshipment event This value sets the default for the same field in Registration Maintenance Acceptable Under Shipment Enter the maximum quantity by which an incoming shipment can be under the expected quantity without generating an undershipment event This value sets the default for the same field in Registration Maintenance Use Shipment Percent Cost Enter Yes or No to specify whether the system should evaluate the incoming receipts based on the percentage of item cost Yes The system evaluates whether incoming receipts are over or under the specified percentage value The evaluation is based on a comparison of quantity received to quantity expected
168. r event If you modify a field and remove the value the system stops collecting data for these categories and or events SETTING UP SUPPLIER PERFORMANCE 71 Defining Weight Factors After relating categories and events define weight factors for your system using Performance Weight Factor Maint 5 15 7 Weight factors are multipliers used to affect the value of an event by compounding its severity Weight factors are only applied to discrete categories The weight factors you create should reflect the type of impacts you want to have on your suppliers ratings Some examples of weight factors you can apply to the quality of a commodity delivered to you are normal excellent and poor Weights are typically used for negative events to indicate the level of disruption to a normal routine You predefine weight factors in order to provide consistency in their use Applying a weight to an event is a manual task and is done in Performance Data Maintenance 5 15 13 The system is designed to allow weights to be applied to events at any point after the events have been recorded Fig 8 7 Performance Weight Factor Maint BEE Weight Factor UserMenu Edit Queue Options Help Maintenance gt Bp I 5 15 7 Weight Code 0 ES Name Poor Description Poor Quality Weight Factor 3 00 Weight factors are optional measurements but can be an important part of the performance measurement system The weight factors you create will vary d
169. r that company the category Quality is worth 50 points on the report card To manually calculate the parts per number you take the actual number of defective parts and the total number of parts and put them into terms of the Part per value in this case a million using the following formula part per number defective parts total parts shipped 1 000 000 When a supplier ships 100 000 parts with 34 defective the supplier s part per number is 340 calculated as parts per 34 100 00 1 000 000 This part per number 340 still needs to be related to what the supplier should receive for the category This is the purpose of the lookup table SETTING UP SUPPLIER PERFORMANCE 69 In Figure 8 4 the 340 part per number fits into the interval of 251 500 so the Quality category would receive 97 of 50 points or 48 5 points Defining Performance Events After setting up category definitions create event definitions in Performance Event Maintenance 5 15 5 Events are actions positive or negative that the system records and uses as supplier performance data Examples of events are on time delivery quality of items undershipment or overshipment Event points are used by the discrete computational method only The proportional and parts per computational methods use ratios to rate suppliers based on activity As events take place within MFG PRO points are awarded to the supplier These events are termed system events becaus
170. rame appears with all the adjustment line details Press Insert The shipment information frame appears MAINTAINING SELF BILLS 39 Fig 5 8 Self Bill Maintenance G x Self Bill UserMenu Edit Queue Options Help Maintenance Re Shipment Line 1 Bill To 3000 0 Self Bill SB20015 Information Frame Self Bill Item 3500 Sold To 3000 0 0 Type A Authorization Shipper Customer PO PO3000 Sales Order Shipment Information IT Authorization Shipper Customer PO Order so 0020 PO3000 011315 si2ky22 P03000 so11315 ran 901 si2ky23 P03000 3011315 ran 902 si2ky24 P03000 3011315 ran 903 si2ky24 P03000 3011315 ran 903 si2ky25 P03000 3011315 Price Ship Date Invoice 3000 0 300 00 30 00 10 00 06 19 98 so 0020 4 Usethe arrow keys to navigate to the corresponding shipment 5 Press Enter to match the shipment with the adjustment line Deleting Self Bills You can use Self Bill Maintenance 27 6 12 1 to delete an entire self bill P See Shipment or a specific self bill line When a self bill or a self bill line is deleted any RA CLIE shipment invoice cross reference records associated with it are released page 49 and the invoice lines can be selected on another self bill Note A self bill or self bill line cannot be deleted if payment has been applied to it To delete a self bill line 1 Select the self bill that has the line you want to delete In the line selection frame select the li
171. rce PO Supplier s 001 Receiver 1006 Order 1002 Line 1 Qty 1 0 Category fos Quality Event 20 Reject Reason amp Doc Nbr To correct an incorrectly entered receipt that creates a performance event reverse the entire receipt Reversing the entire receipt also removes all other performance events associated with that receipt If you do not reverse the entire receipt then you must remove any performance events manually To remove a performance event manually use Performance Data Maintenance 5 15 13 Inventory Transfer The Supplier Performance Data pop up lets you capture data when using any of the three inventory transfer programs TransferSingle Item 3 4 1 Transfer Multi Item 3 4 2 Transfer with Lot Serial Change 3 4 3 This pop up appears only if Supplier Performance is activated in the Supplier Performance Ctrl File Enable Inv Transfer is Yes and the inventory is being moved from the Inspection Location defined in the Purchasing Control File 5 24 You can use the pop up to create a performance event The pop up screen works similarly in the three inventory transactions Because the inventory transactions are generic and not PO DO related you must enter the supplier order and receiver numbers manually COLLECTING PERFORMANCE DATA 81 Creating and Modifying Performance Data When performance data is generated for any registration that data is saved for future reporting The data is identified by a
172. report and inquiry programs are available from the Global Requisition Menu 5 2 and Setup Menu 5 2 1 Reports and inquiries are useful for viewing approval levels and profiles determining the status of in process requisitions examining the history of a requisition and so forth This chapter describes these reports and inquiries Samples of the outputs are also included Viewing GRS Setup Data 156 Viewing Requisition Data 159 Deleting and Archiving Requisitions 166 156 PRO PLUS USER GUIDE Fig 16 1 Approval Level Browse 5 2 1 2 FAQAD Viewing GRS Setup Data Approval Level Browse Use Approval Level Browse 5 2 1 2 to display the approval currency amounts and descriptions associated with approval codes Pn Approval Level Browse Oy x UserMenu Edi Queue Options Help By peleas Level H Description 500 maximum Output terminal Level Description Amount Approval Currency 05 500 maximum 500 usd 10 1 000 maximum 1 000 usd 15 1 500 maximum 1 500 usd 20 2 000 maximum 2 000 usd 25 2 500 maximum 2 500 usd 2 600 usd 45 10 000 maximum 10 000 usd 50 15 000 maximum 15 000 usd 55 20 000 maximum 20 000 usd 65 25 000 maximum 25 000 usd 75 75 000 maximum 75 000 usd 99 unlimited 999 999 999 999 usd Category Report Use Category Report 5 2 1 5 to display information about the categories defined in Category Maintenance 3 2 1 4 To show a single category description enter the s
173. rt term and long term requirements The PRO PLUS Supplier Shipping Schedules module lets you generate separate supplier planning and shipping schedules To facilitate this this module adds two additional supplier schedules types to standard MFG PRO Type 5 Supplier Planning Schedules Type 6 Supplier Shipping Schedules Note This module does not affect customer schedule functions in MFG PRO When the Supplier Shipping Schedules module is active only supplier schedules of type 5 and 6 can be edited using maintenance programs Standard supplier schedules schedule type 4 continue to exist but are maintained by the system Supplier shipping schedules and supplier planning schedules can be used alone or in coordination with each other They communicate requirements for multiple deliveries from a supplier who may need to adjust production to accommodate your orders Planning schedules are used to record weekly and monthly item requirements while shipping schedules record daily item requirements divided into hour and minute buckets Companies with long term supplier contracts that require regular weekly daily or even hourly deliveries typically use both planning and shipping schedules By themselves planning schedules can be used in the same way standard supplier schedules are used in MFG PRO For example some manufacturing environments do not require the detailed bucketing features of the shipping schedule for all of their suppliers
174. s These data are sent to the supplier as part of the planning schedule Note Schedule Update from MRP uses these values only if scheduled requirements extend beyond the number of days in the authorization horizon Otherwise authorization horizons are equal to the number of schedule days specified on the applicable scheduled order line Transport Days This field is normally blank Specify a value for suppliers who do not ship or take responsibility for shipping but from whom you pick up or schedule the pickup of orders Entering a value in Transport Days converts all order dates from receipt dates to shipment dates Schedule Update from MRP uses this value to set shipment dates based on delivery dates delivery date transport days It then checks the supplier s calendar if one exists to verify that the shipment date is a workday for the supplier If not the update back schedules to the next supplier workday All reports and inquiries check this field to verify whether to print or display delivery dates or shipment dates When this value is positive the system uses shipment dates Ship Divy Pattern This code specifies the default ship delivery pattern SDP These industry defined codes indicate the days of the week or month that a supplier is open to make shipments Ship delivery patterns are used by Schedule Update from MRP to calculate the actual required dates that are used on supplier schedules Once the required ship
175. s Enter 1 to approve the requisition 2 to deny it or 3 to reverse an earlier action After you review modify and take action on the requisition you are prompted to confirm that all the information is correct if you select Yes you are prompted to route the requisition No returns you to the Requisition Approval Maintenance screen If you select Yes on the routing prompt a routing screen Figure 14 4 lets you route the requisition to the next reviewer If you select No the action you indicated takes effect but the requisition stays in your queue until you route it Requisition Approval Maintenance UserMenu Edit Queue Options Help Action 1 1 Route To 2 Reverse Route To Currently Routed To mat Req Nbr req110 Maintain Aprvl Comments no Route To Buyer Action Specify the routing action you want to take Select 1 to route the requisition to the person whose user ID you enter in Route To If you change your mind or route the requisition to the wrong person select 2 to return the requisition to your queue Currently Routed To Displays the ID of the user in whose queue the requisition resides You can change this only if you are an alternate or administrative approver for the current routed to user Req Nbr Enter the number of the requisition you want to route This defaults to the requisition you have just reviewed Maintain Aprvl Comments Yes or No flag defaults to No Change this flag to Yes if
176. s you copied to the purchase order Warnings if any are displayed after each line item Review the report and make changes as needed in Purchase Order Maintenance 5 7 Among other things the report indicates conflicts between the header supplier and line item supplier l 5D Fig 15 5 rgpdold p 5 2 18 Build PO From Requisition Page 1 PO Build Report NeedSite Req Byeq NJob Item Number Open QTY UM Unit Cost Disc 10000 REQ2700 0009000 1 EA 20 00 0 004 sitel00 WARNING PO LINE SITE IS DIFFERENT FROM PO HEADER SITE Record Added Modifying the Purchase Order Use Purchase Order Maintenance 5 7 to make any changes required to PO Maintenance the new purchase order and continue the purchasing process GRS ue gea modifies the Purchase Order Maintenance line detail screen slightly as Volume 2 shown in Figure 15 6 adding a requisition line field to accommodate the Distribution multiple line requisitions built in GRS A look up browse on the Req field lists the approved requisitions currently routed to Purchasing so that they can be added directly to the PO without using Build PO from Requisitions 5 2 18 Fig 15 6 Pi Purchase Order Maintenance _ Of x Purchase Order UserMenu Edit Queue Options Help Maintenance 5 7 Line Item Frame Purchase Order PO1003 Supplier 5003000 Ln Format S M single Item Number Qty Ordered UM l Qty Received Due Date Pur Acct Site Req Ln Item Number Qty Ordered UM Unit Cost Disc
177. s module is inactive you cannot compare type 5 or type 6 schedules Comparing the Current Release with the Prior Release Use Ship Schedule Variance Compare 5 5 7 13 to compare the current type 6 shipping schedule release with the prior shipping schedule release Fig 17 26 Ship Schedule Variance Compare lol Ship Schedule UserMenu Edit Queue Options Help T Variance Compare Re IP 5 5 7 13 g Purchase Order amp To Item Number To Supplier To Variance 00 ABC Class Current Release Id Previous Release Id Reviewing EDI Data Use Supplier Schedule Export Aud Rpt 35 19 to review EDI data details for any exported schedules You can search and review schedules by EDI batch number buyer or any other selection criteria FAQAD 206 PRO PLUS USER GUIDE Fig 17 27 Supplier Schedule Export Aud Rpt 35 19 Fig 17 28 Supplier Schedule Export Aud Rpt Output Fig 17 29 Schedule Delete Archive 5 5 3 23 FAQAD Supplier Schedule Export Aud Rpt Use Men Edit Mueve Options Help Purchase Order Item Number Supplier Ship To Buyer EDIBatchNo Schedule Type Biel Es Bp IP To To To To To To E Output Batch ID When the Supplier Shipping Schedules module is active the audit report output displays an additional data column that details the type of schedule being reported see Figure 17 28 When this module is inactive
178. same field in the Missed Shipment Event Generator screen Include DO Orders Enter Yes or No to specify whether the Missed Shipment Event Generator should consider distribution orders This value sets the default for the same field in the Missed Shipment Event Generator screen Include Scheduled Orders Enter Yes or No to specify whether the Missed Shipment Event Generator should consider scheduled orders This value sets the default for the same field in the Missed Shipment Event Generator screen Net Same Day Receipts Enter Yes or No the default to indicate whether multiple same day receipts should be netted as one receipt when calculating the supplier s overall report card score Enable Inv Transfer Enter Yes or No the default to specify whether the system should prompt the user for supplier performance data during inventory transfers Yes A supplier performance data pop up appears in the inventory transfer programs when transferring material from the inspection location specified in the Purchasing Control File 5 24 Transfer programs are Transfer Single Item 3 4 1 Transfer Multi Item 3 4 2 Transfer with Lot Serial Change 3 4 3 Batchload Transfer with Lot Serial Change 3 4 4 SETTING UP SUPPLIER PERFORMANCE 65 Enable PO Return Enter Yes or No the default to specify whether Tip This field also the system should prompt the user for supplier performance data controls the RTS during purchase order r
179. screen as a result of the criteria selection defaults to Yes Selecting Purchase Requisition Line Items After you have completed the first screen GRS shows a list of approved open requisition line items that meet your selection criteria You can scroll through this list and determine whether you want to copy each line to anew purchase order set the Copy flag to Yes for lines you want to copy The Copy field is the only field on this screen that can be changed 1 Press Tab to move down the list and Enter to advance to the Copy field 2 When the Yes or No flag is correct press Go then Tab to move to the next line Fig 15 3 Build PO from Requisitions Build PO from UserMenu Edit Queue Options Help Requisitions E Selection Screen Line Item Number Open Qty Need a 001 1001 1 0 07 02 97 00010108 yes 2 001 1012 4 0 07 02 97 00010108 no 3 001 1022 1 0 07 02 97 00010108 yes 2 000802 2 0 07 02 97 00010108 no 1 000802 1 0 07 02 97 00010108 no When you have selected the lines you want to copy to the PO you are prompted to confirm that all the information is correct Select Yes to advance to the next screen No returns the cursor to the selection screen FAQAD 150 PRO PLUS USER GUIDE Fig 15 4 Build PO from Requisitions First Header Frame FAQAD Adding Requisition Lines to the Purchase Order After you select the approved requisition lines you want to copy a purchase order header frame appears If you want to copy t
180. scribes the procedures for approving denying or rerouting purchase requisitions Introduction 138 Reviewing and Approving a Requisition 138 138 PRO PLUS USER GUIDE See Approver s Open Req Inquiry on page 164 FAQAD Introduction AS a requisition reviewer or approver you are informed by system generated E mail assuming your company is using that feature that a requisition is awaiting action You use Requisition Approval Maintenance 5 2 13 to review the requisition and then approve deny or reroute it If you find incorrect or incomplete information you can go from the approval screen directly into Requisition Maintenance 5 2 3 to make corrections and additions When you have completed your review if you have a high enough approval level you can approve the requisition for release and forward it to Purchasing Or you can deny the requisition reroute it to the originator for additional work or reroute it to another approver This chapter describes the procedures used for routing and approving requisitions Reviewing and Approving a Requisition Requisition Approval Maintenance 5 2 13 is used to review and approve or deny a requisition It also provides tools for viewing and modifying the requisition When you have completed your approval you use the program to forward the requisition to the next person in the approval process additional routing options are provided by Requisition Routing Maintenance
181. self bills into the system This function loads self bill information from a flat file and processes it to create a self bill document in MFG PRO During creation MFG PRO tries to associate incoming electronic self bill data with invoice data Once loaded into MFG PRO the information can be manually modified using Self Bill Maintenance It is important for EDI self bill lines to be associated with an MFG PRO invoice number However the system may not be able to make this association for some self bill lines due to incorrect or incomplete information in the EDI file These problems are reported in the EDI load report produced during import Lines that the import process cannot associate are tagged as adjustment entry lines You can manually associate adjustment self bill lines to the correct invoice in Self Bill Maintenance Document Import olx User Menu Edit Queue Options Help Wp Bp S IP Address To Document Type Do i To Do i Document ID St To Import from File Process File Import File Process Name Report Detail Summary Detail Update yes Output Batch ID CHAPTER 5 Maintaining Self Bills Once customer remittance advice has been entered into MFG PRO it must be maintained and updated This chapter presents the self billing maintenance functionality Maintaining Self Bills 32 Applying Payment to Self Bills 40 Reversing Payment 43 32 PRO PLUS USER GUIDE Fig 5 1 Self Bill Maint
182. sets the default for the same field in Registration Maintenance 5 15 10 Acceptable Days Late Enter the acceptable number of days a shipment can be late without generating a late shipment event This value sets the default for the same field in Registration Maintenance Use Shipment Percent Enter Yes or No to specify whether the system should evaluate the incoming receipts against a user specified value Yes The system evaluates whether incoming receipts are over or under a user specified percentage value The evaluation is based on a comparison of quantity received to quantity expected No Evaluation does not occur The values in the corresponding Acceptable Over Shipment and Acceptable Under Shipment fields are not used This value sets the default for the same field in Registration Maintenance Acceptable Over Shipment Enter the maximum percentage by which Tip This field is used an incoming shipment can be over the expected quantity without when Use Shipment generating an overshipment event Percent is Yes This value sets the default for the same field in Registration Maintenance Acceptable Under Shipment Enter the maximum percentage by Tip This field is used which an incoming shipment can be under the expected quantity ense shipment without generating an undershipment event Percent is Yes This value sets the default for the same field in Registration Maintenance Use Shipment Quantity Ente
183. shipment lines Selection frame the bog Type field label A indicates adjustment lines iT T indicates tax Cindicates trailer charges D indicates discount Authorization This is the authorization number sent by the customer to identify a shipment Release Authorization Number RAN Dealer Order Number DON and kanban numbers are some examples of authorization numbers FAQAD 38 PRO PLUS USER GUIDE FAQAD During the addition of detail lines you can enter an authorization number to select shipments from the shipment invoice cross reference table Inv Memo The memo or invoice being detailed by this line When this self bill line is an adjustment line and Inv Memo is left blank an unapplied cash entry is created for the amount referenced Open Qty The quantity not yet paid on any self bill This field applies only to shipment self bill lines and does not display for adjustment self bill lines Open Qty is expressed in terms of order unit of measure Paid Qty The total number of items that have been paid for Price This is your listed price for the item Paid Price The price paid by the customer for each item Matching Adjustment Self Bill Lines Follow these steps to match adjustment self bill lines with corresponding shipment information 1 2 Go through the self bill line modification steps outlined on page 36 Select the adjustment self bill line to match The self bill line detail edit f
184. splays detailed data for only one line on each screen To change from multiple to single line mode press End until the cursor appears in the Ln Format field then enter S and press Go Requisition Maintenance UserMenu Edit Queue Options Help EJE Req Nbr req100 Supplier 5001000 Ln Format S M single 1 01000 001 4000 E 250 00 0 00 Due Date 07 31 97 Single Lot no UM Conv 1 0000 Need Date 07 30 97 Revision Stock Um Qty 1 0 Type Qty Ordered 0 0 Category Max Unit Cost 300 00 Pur Acct Ext Cost 250 00 Project Max Ext Cost 300 00 Supplier Part Status Manufacturer Description V Twin Evolution Engine Comments no Aprvl Status CREATING PURCHASE REQUISITIONS 129 Line Required Unique identifier for each line of the requisition Press Enter to create a new line number The line number is used to identify individual requisition lines during the review approval and purchase order process To view or modify an existing line item enter the number of the line or use the arrow keys to scroll through the list of line items Site Defaults from the header can be changed for each line item Item Number Optional The catalog or stock identifier used for the Tip inventory system For memo item purchases enter a brief description purum Pon Senor of the item being purchased For other purchases enter the item MFG PRO number from the item master You can enter additi
185. t 35 13 Purchase Order Receipts 5 13 1 PO Shipper Receipt 5 23 20 Distributed Order Receipt 12 15 20 RTS Receipts 11 7 3 13 Each time a measurable transaction occurs the system checks for associated registrations Once a registration is confirmed the performance data is recorded Figure 9 1 shows the automatic data collection cycle Data Collection COLLECTING PERFORMANCE DATA 77 ASN PO Receipts EDI Import PO Shipper Receipts Receipts m Is active System Check Check for registration Has an event occurred Check category exclusions Data Recording data Create performance Create performance event data When receipts and imports are processed for valid registrations the system evaluates each receipt and EDI document import to determine if a performance event should be recorded Table 9 1 shows all the automatically created performance events and where they are generated As events are recorded and stored in the MFG PRO database you can run the Performance Report Card 5 15 15 or the Performance Data Report 5 15 14 to gauge the supplier s performance against the system defined categories used during automatic data capture Captured During Possible Events PO Receipts Early Receipt Overshipment Late Receipt Undershipment DO Receipts Early Receipt Overs
186. t Control Total When you use this program to apply payment the payment is applied to the invoice or memo specified on the self bill detail line When a payment is applied four different situations are possible Payment is credited to the invoice or memo FAQAD MAINTAINING SELF BILLS 41 When no invoice or memo is specified Inv Memo is blank the amount paid is applied to unapplied cash with a reference to the self bill and the self bill line When payment is greater than the amount open on the invoice the overpayment amount is applied to unapplied cash with a reference to the invoice When payment is greater than the invoice line the overpayment is applied to unapplied cash with a reference to the self bill and self bill line Reconciling Self Bills Self Bill Payment Application 27 6 12 7 lets you reconcile discrepancies between the self bill document and MFG PRO invoices You can reconcile discrepant lines in various ways Manually match discrepant lines to the correct invoice shipment Correct any open quantities or amounts on the affected invoice Correct any price differences between the self bill and the invoice information Match any adjustment line with the correct invoice shipment information Write off a discrepant amount by creating a debit or credit memo When you write off a discrepancy 1 Create a debt credit memo in DR CR Memo Maintenance 27 1 for the write off amount 2 Create an
187. t solder should be delivered only once per week Supplier Schedules Work Flow Figure 17 1 illustrates the steps required to set up and process supplier planning and shipping schedules Each of these steps is described in detail in the following sections Set up scheduling data and create scheduled orders Make any needed manual adjustments to schedules Transfer schedule to supplier using print FAX or EDI export Assign an MRP percentage to each order Generate reports and delete archive obsolete schedules Create schedule releases from MRP requirements Menu Listing The PRO PLUS Supplier Schedules Menu 5 5 7 is a submodule on the Purchasing menu at the same level as the standard MFG PRO Supplier Schedules module SUPPLIER SHIPPING SCHEDULES 173 Table 17 2 lists the programs added to MFG PRO by the Supplier Shipping Schedules module Menu Number Description Program Name 5 5 7 1 5 5 7 2 5 5 7 4 5 5 7 6 35 542 5 5 7 13 5 5 7 14 5 5 7 24 When you activate this module new features are added to some existing MFG PRO programs and Schedule Maintenance 5 5 3 3 cannot be used to maintain schedules The added features help to create process export Ship Delivery Time Maintenance Ship Delivery Time Inquiry Supplier Controls Maintenance Supplier Planning Schedule Maint Supplier Shipping Schedule Maint Ship Schedule Variance Compare Ship to Plan Schedule Compare S
188. te Req By Cost Total legas category 07 24 97 01 24 91 asw 120 00 freq390 category 07 24 97 07 24 97 asw 750 00 eq391 category 07 24 97 07 24 97 asw 1 100 00 eq392 2 categories 07 25 97 01 25 91 asw 500 00 eq393 2 categories 07 25 97 01 25 91 asw 1 050 00 eq394 2 categories 07 25 97 07 25 97 asw 1 550 00 eq395 2 categories 07 25 97 07 25 97 asw 3 210 00 eq396 sub account 07 25 91 01 25 91 asw 600 00 leq397 sub account 07 25 97 07 25 97 asw 300 00 lreq398 sub account 07 25 97 07 25 97 asw 600 00 eq399 sub accounts 07 25 97 07 25 97 asw 400 00 eq400 sub account 07 25 91 07 25 91 asw 1 500 00 freq401 cost centre 07 25 91 07 25 97 asw 600 00 GRS REPORTS AND INQUIRIES 165 PO and Req Cross Reference The PO and Req Cross Reference 5 2 17 lets you enter a purchase order number and see which requisition numbers have been placed on it Or you can enter a requisition number and see the purchase orders where the requisition lines have been placed Fig 16 11 PO and Reg Cross Reference PO and Req Cross Reference 5 2 17 eel SS n PO Nbr PO2345 Req Nbr Output uma t Ln Req Nbr Ln Description Pur Acct CC Purchase Cost Qty Ordered Out of Tolerance Inquiry Use Out of Tolerance Inquiry 5 2 21 to display out of tolerance requisition lines Optionally you can fill in selection criteria to narrow the list of lines displayed Leaving all the fields blank displays all out of tolerance lines Data displayed
189. te language Direct Materials Required Yes or No flag indicating whether this requisition applies to direct MRP materials items The field defaults to No for all maintenance repair and operating supplies MRO purchases GRS uses this flag to determine whether a product line approval is required E Mail Option Optional E mail mode None Regular or Extended This setting defaults from the Requisition Control File If the system administrator has set this field to None GRS is not using your company s E mail system If itis set to Required or Extended you can specify the extent to which you want GRS to generate E mail messages during the approval process The Regular mode R sends a minimum number of messages mainly to the user to whom the requisition is being CREATING PURCHASE REQUISITIONS 127 routed In the Extended mode E status messages are sent to the requestor and end user Status Optional Identifies the status of the requisition The system uses this code to determine whether a requisition is to be included on some reports and inquiries Blank indicates the requisition is open e X indicates the requisition is canceled No further activity can be entered against a requisition with this status If a requisition or line item has been canceled it can be reopened by changing the status Comments Optional Yes or No flag indicating whether you want to add header comments The default is set in the Header Co
190. tems Comments Optional Yes or No flag indicating whether you want to enter comments for this line This is not the same field as header comments you can add different comments for each line item if you choose Enter Yes if you want to enter additional information about this line item for example item specifications or special packaging or delivery requirements Enter No if you do not want to enter comments MFG PRO maintains a minimum audit trail of changes to purchase requisitions so you can use comments to record changes to line items that might be important later for informational or tracking purposes Line item comments can be copied onto the PO in Build PO from Requisitions 5 2 18 the buyer can then choose to print them on the PO CREATING PURCHASE REQUISITIONS 133 Completing the Trailer In the final section of Requisition Maintenance the trailer you decide whether the requisition is ready to enter the approval process The first trailer screen displays the total extended cost and maximum extended cost in both the requisition currency left column and the approval currency right column Fig 13 6 Requisition Maintenance Requisition UserMenu Edit Queue Options Help Maintenance Summary Frame Req Nbr req100 Supplier 5001000 Ship to 10000000 Ext Cost Total 260 00 USD 260 00 usd Max Ext Cost Total 310 00 USD 310 00 usd Q Route this requisition ie Totals Yes No
191. tems are due to be received at the end user s site Default is the system date The system uses this date as the default for all line items on this requisition However you can change the due date when entering line item data It cannot be earlier than the current date Entered By Reference field The log in ID of the individual entering the requisition Requested By Required Enter the ID of the person requesting the items validated against the user master The system default is the log in ID of the person completing the requisition If you are using system generated E mail in the Extended mode the requestor receives requisition status E mail CREATING PURCHASE REQUISITIONS 125 End User Required Enter the ID of the person for whom the requisitioned items are intended validated against the user master If you are using system generated E mail in the Extended mode the end user receives requisition status E mail Reason Optional Enter a brief explanation of the requisition for the approvers or purchase reviewers who authorize or deny the request This field does not appear on the purchase order Remarks Optional Enter any remarks related to the requisition or to the supplier This information applies to the entire requisition It appears on system generated E mail messages and is also printed on the purchase order When a supplier is specified in the header and remarks for that supplier have been added in Supplier Maintenance
192. terval Schedule Date Less PO Lead 16 6 schd date pod translt days Time pod translt days 0 for delivery schedules or gt 0 for shipping schedules Schedule Time 28 4 schd time Schedule FC Quality 32 1 schd fc qual Reference 33 20 schd reference FA QAD 200 PRO PLUS USER GUIDE FAQAD Description POS Width Value DB Field Local Var 13 Requirement Detail Customer Schedules Only Record Type Indicator 1 2 13 Requirement Value 3 20 wf rqm value Requirement Category 23 10 wf rqm cat 15 Fab Authorization Start End Date Quantity 830 only Record Type Indicator 1 2 15 Fab Authorized End Date 3 6 sch_fab_end Fab Authorized Quantity 9 12 sch fab qty Fab Authorized Start Date 21 6 sch fab strt 16 Raw Authorization Start End Date Quantity 830 only Record Type Indicator 1 2 16 Raw Authorized End Date 3 6 sch_raw_end Raw Authorized Quantity 9 12 sch_raw_qty Raw Authorized Start Date 21 6 sch_raw_strt 17 Last Receipt Information Record Type Indicator 1 2 17 Last Receipt Quantity 5 12 prh_revd Last Receipt Date 17 6 prh_rcp_date Last Receipt ID 35 20 prh_ps_nbr Printing Supplier Schedules Use Schedule Print 5 5 3 8 to print a schedule release as a material release to the supplier Use the Schedule Type field to print type 5 or type 6 schedules When the Supplier Shipping Schedules module is inactiv
193. the system and cannot be changed Lines Displays a running total number of lines on this self bill This system maintained field is for reference only and cannot be edited Response Date Enter the date by which you need to communicate any discrepancies found within the self bill back to your customer MAINTAINING SELF BILLS 33 This is a previously agreed upon date between you and your customers It defaults to the current date Check Enter the check number used for the self bill If a payment has been applied to this self bill with Self Bill Payment Application 27 6 12 7 then the check used for that transaction defaults here Currency Enter the currency for this self bill document All records included on this self bill must be invoiced using this currency For new self bills currency defaults from the bill to address of the customer Amt Control Total Enter the control total of all shipments and other Tip entries referenced on the self bill This control total is usually the reci A total on the hard copy self bill currency specified for this customer This total is used to reconcile the total amount of the self bill In order to make a payment for a self bill the Amt Control Total must match the Amt Total of the self bill If any entries on the self bill are incorrectly entered the amount will not match the self bill Amount Total You are warned about the discrepancy when exiting this maintenance functio
194. the extra detail column does not display edexrp04 p 35 19 Supplier Schedule Export Aud Rpt Page 1 Quality Products Corp Supplier Item No Ship To Order Ln Release ID EDI Date EDI Time 00201 88 100 10000 PO111 1 19990225 001 02 25 98 15 11 30 00201 88 100 10000 PO111 1 19990225 001 02 25 98 15 11 30 Deleting and Archiving Schedules Use Schedule Delete Archive 5 5 3 23 to delete and archive unneeded or inactive schedule releases When you delete or archive schedules while the Supplier Shipping Schedules module is active your changes affect all three supplier schedule types When this module is inactive the delete archive program affects only supplier schedules type 4 Schedule Delete Archive UserMenu Edi Queue Options Help Date Time of x S 6 a 2 8 2 Selection Criteria Item Number Supplier Ship To Buyer Created For Inactive Schedule Only yes Detail Only no Delete no Archive no Archive File Purchase Order L 03 15 99 15226255 APPENDIX A File Relationship Diagrams Supplier Performance I 208 Supplier Performance II 209 Self Billing 210 Global Requisition System 211 Supplier Shipping Schedules 212 208 PRO PLUS USER GUIDE Supplier Performance Supplier Performance System Architect Tue Mar 09 1999 11 36 vef ctrl System Category verd det vec mstr Category Exception
195. tion Shipper Customer PO Sales Order 2 Youmustenter the Self Bill Item or Sold To 3 Enter any other identifying information available Press Go MFG PRO matches shipment invoice records based the information in these fields For Type Leave blank if entering a shipment line Enter A for an adjustment line Use this code when creating an adjustment line to reference a write off memo Enter C for trailer charges line Enter D for discount line Enter T for tax line 4 When MFG PRO finds multiple matches for the information you enter a shipment selection frame appears Use this frame to select the correct line MAINTAINING SELF BILLS 35 Use the arrow keys to scroll from line to line Press Enter to select the correct line Self Bill Maintenance Shipment Information Shipment casado PIE Information frame Shipment detail frame If only one match is found or after you select the correct shipment line from the line match frame the financial detail frame appears 5 Enteror edit financial details and remarks for the line Press Go 6 Matching shipment information is displayed in the last frame Financial detail frame Shipment line information frame Working with Self Bill Lines The self bill lines that are created in Self Bill Auto Create 27 6 12 4 or Document Import 35 13 must be modified to correctly reflect what has been paid on each self bill The lines on the ne
196. to include direct materials items in the selection criteria defaults to Yes If you do not want to include requisitions for direct materials in the selection criteria change this flag to No If you set this to No and leave Include MRO Items set to Yes the selection screen includes only MRO items Include MRO Items Yes or No flag indicating whether you want to include MRO items in the selection criteria defaults to Yes If you do not want to include requisitions for MRO items in the selection criteria change this flag to No If you set this to No and leave Include MRP Items set to Yes the selection screen includes only direct materials items Copy Header Comments Yes or No flag indicating whether to copy header comments onto a new PO defaults to Yes If set to Yes and you are creating a new purchase order the header comments from the first requisition you selected for copying become the header comments on the PO This only applies the first time you copy lines to a new purchase order If you are appending lines to an existing PO the flag is ignored Once you have copied the header comments you can modify them in Purchase Order Maintenance 5 7 Copy Line Comments Yes or No flag indicating whether to copy requisition line comments into PO line comments defaults to Yes USING REQUISITIONS TO BUILD PURCHASE ORDERS 149 Default Copy Yes or No flag indicating the default value for the Copy field on the line items listed on the next
197. ts are received by customer Supplier receives and processes self bills and payment Customer creates self bill for new shipments Supplier creates discrepancy notices if self bill and invoice amounts differ Customer adds corrections for other self bills The self bill is remitted to the supplier who then processes it and compares it with open invoices When the self bill information is entered into the system it is mapped to an invoice If the supplier notes any discrepancy between the self bill and their records the customer must be notified within a predefined period for corrections to be made In some situations a self bill is remitted and only later is the payment made In other situations payment may accompany the self bill The payment remitted reflects the self bill and any agreed upon corrections from previous self bills Each supplier customer relationship usually sets up specific rules for reconciling discrepancies Sometimes these must be written off as losses by either the supplier or the customer Customer Initiated Payments MFG PRO Self Billing lets you process customer initiated payments based on the various types of information remitted on the customer s document Reconciliation is not limited to just the document number Many industries do not use the traditional self billing methodology In some situations suppliers do send invoices to their customers However customers disregard
198. uantity FAQAD 202 PRO PLUS USER GUIDE Fig 17 20 Supplier Schedule SUPPLIER SHIPPING SCHEDULE Print Output Supplier 10032 Ship To 10000 Quality Products Inc Manufacturing Division One World Way Consolidated Business Plaza Mount Laurel NJ United States of America Attention Attention Telephone Telephone Fax Telex Fax Telex Release ID suptis2 Release Date 12 18 98 Purchase Order suptl Buyer Item Number car 0 UM EA In Transit Qty 0 0 Receipt Date Lasts Receipt Qty 0 0 Supplier Item Cum Received 0 0 Contact Packing Slip Shipper Deliver Deliver Interval Date Time Reference Q Req Qty Cum Req Oty Net Req Qty Prior 0 0 0 0 12 21 98 f 500 0 500 0 500 0 12 22 98 60 0 560 0 60 0 12 23 98 t 30 0 590 0 30 0 12 24 98 f 55 0 645 0 554 0 12 25 98 f 30 0 675 0 30 0 Transmitting the Release by FAX When you need to transmit a schedule release by FAX use Schedule Print in Fax Format 5 5 3 9 to produce it The orders printed by this program are sorted by supplier rather than by site supplier At the top of the first schedule for each supplier a pound sign prints followed by the supplier s FAX number The remainder of the information is the same as Schedule Print Fig 17 21 Schedule Print in Schedule Print in Fax Format BEE Fax Format UserMenu Ei Mueve Options Help 5 5 3 9 amp G Purchase Order Item Number Supplier Ship To Buyer Print Zero Schedules Schedule Type
199. umber Ship Release Id Plan Release Id P0127 1 kweza 19990108 08 S IN Comparing Schedule Releases Use Schedule Comparative 5 5 3 15 to compare any two releases of the same schedule that reside in the system Schedule Comparative ic x User Mena Edi Queue Options Help Purchase Order Line Item UM Supplier Ship To Schedule Type s Supplier Planning Sch Release ID Release ID Output SUPPLIER SHIPPING SCHEDULES 205 Fig 17 25 Purchase Order PO1030 Line 1 Item it 002 UM EA Schedule g Supplier shipsup Ship Schedule Suppliers INC Comparative Ship To 10000 Output Release ID Release ID 19990111 001 19990113 005 Date Time Int Reference Discrete Cumulative Discrete Cumulative Qty Qty Q Qty Qty Q Qty Diff Cum Qty Diff Prior 0 0 0 0 01 11 99 W 0 0 0 0 P 01 13 99 08 00 D 0 0 0 0 F 01 14 99 08 00 D 0 0 0 0 F 01 18 99 75 0 75 0 F 75 0 15 0 01 18 99 W 7540 0 0 P 75 0 75 0 01 25 99 100 0 175 0 F 100 0 115 0 01 25 99 W 100 0 0 0 P 100 0 175 0 02 01 99 80 0 255 0 P 80 0 255 0 02 01 99 W 80 0 0 0 P 80 0 255 0 02 08 99 70 0 325 0 P 70 0 325 0 02 08 99 W 70 0 0 0 P 70 0 325 0 02 15 99 100 0 425 0 P 100 0 425 0 02 15 99 W 100 0 0 0 P 100 0 425 0 02 22 99 80 0 505 0 P 80 0 505 0 Use Schedule Type to select which schedule type to compare You must specify two specific release IDs for the schedule releases you are comparing Note When the Supplier Shipping Schedule
200. upplier Schedule Control File rssdtmt p rssdtiq p adssmt p rspsmt p rsssmt p rsrp10 p rsrp11 p rspm p and report data for supplier shipping and planning schedules When you deactivate the Supplier Shipping Schedules module the modified programs again operate as in standard MFG PRO and Schedule Maintenance can be used to modify type 4 schedules When Supplier Shipping Schedules is inactive you cannot update supplier schedules of type 5 or 6 Programs modified by Supplier Shipping Schedules are listed in Table 17 3 Menu Number Description Program Name 3 92 1 13 5 5 3 1 33 33 5 5 3 4 5 5 3 5 Scheduled Order Maintenance Schedule Update from MRP Schedule Maintenance Schedule Inquiry Schedule History Inquiry rspomt p rssup p rssmt p rsiq01 p rsiq02 p b See User Guide Volume 2 Distribution for details about Purchasing Table 17 2 PRO PLUS Supplier Schedules 5 5 7 gt For information on how to activate Supplier Shipping Schedules see page 175 Table 17 3 PRO PLUS Supplier Shipping Schedules Modified Programs FA QAD 174 PRO PLUS USER GUIDE Menu Number Description Program Name 5 5 3 8 Schedule Print rsrp05 p 5 5 3 9 Schedule Print in Fax Format rsrp09 p 5 5 3 13 Schedule Report rsrp01 p 5 5 3 15 Schedule Comparative rsrp02 p 5 5 3 17 Schedule Authorization Report rsrp03 p 5 5 3 23 Schedule Delete Archive rsdel p 35 18 Supplier Schedule Export edexsch p 35 19 Suppl
201. uth Days 14 Raw Auth Days shipping schedule Info 5 Mo Ship Dlvy Pattern Max Order Qty 0 0 Std Pack Qty 1 Cum Start 01 13 99 This pop up displays when Supplier Shipping Wins sp Generate Ship Schedule From MRP yes Schedules is Saar Dars SDT Code 01 active Supplier Item Generate Ship Schedule From MRP This field indicates whether you generate supplier shipping schedules based on this order line Important To generate a shipping schedule for a scheduled order line Schedule Days must have a nonzero value for that line Yes When you run Schedule Update from MRP 5 5 3 1 with Generate Shipping Schedules set to Yes a supplier shipping schedule is generated for this line This shipping schedule covers item requirements for the specified number of schedule days No Only planning schedules are generated for this line Note When you run Schedule Update from MRP with Generate Shipping Schedules set to No shipping schedules are not generated for any scheduled order lines regardless of how this field is set SDT Code Enter the SDT code for Schedule Update from MRP to use to calculate exact delivery times on supplier shipping schedules SUPPLIER SHIPPING SCHEDULES 187 Allocating Percentages for MRP After you have set up the required supplier data and scheduled orders for each item you must allocate order percentages among suppliers using Scheduled Order MRP Maint 5 5 1 17 Total percentages for eac
202. val Maintenance to route a requisition to another user It also offers the ability to reverse a previous routing For example you as a reviewer or approver might accidentally route a requisition to the wrong person or you might change your mind about the routing after it has been completed When you reverse a previous routing the recipient receives a second E mail with the message that the requisition is no longer awaiting action REVIEWING AND APPROVING PURCHASE REQUISITIONS 143 Fig 14 5 Requisition Routing Maintenance Requisition Routing Se Maintenance Action 1 1 Route To 2 Reverse Route To 5 2 14 Currently Routed To mat Mike Thorn Req Nbr req270 Maintain Aprvl Comments no Route To I O Buyer i The fields in Requisition Routing Maintenance are the same as those in See page 141 the routing screen of Requisition Approval Maintenance This completes the approval process The next chapter describes how the buyer creates a purchase order from the approved requisition lines NOQAD 144 PRO PLUS USER GUIDE AQAD CHAPTER 15 Using Requisitions to Build Purchase Orders This chapter describes how to select requisition line items and use them to create a purchase order Introduction 146 Creating a Purchase Order 146 Modifying the Purchase Order 151 146 PRO PLUS USER GUIDE Introduction When a requisition has been approved you can reference the requisition line items on a purchase
203. vating categories You can have multiple categories in your system but use only a subset of these If you want to stop using a category without deleting it from your system deactivate it in the Use Category field If you want to stop reporting for a category without stopping data collection use Supplier Category Maintenance 5 15 3 SETTING UP SUPPLIER PERFORMANCE 67 Defining point values Use Maximum Points to indicate the maximum allowable points for the category Use Threshold Points to define the minimum number of points a supplier can have in the category before that supplier is considered deficient Defining computational methods Use Computational Method to indicate how performance points are calculated for the category Setting lookup table ranges when applicable See Understanding the Lookup Table on page 68 Use Performance Category Inquiry 5 15 2 to view the categories you create using Performance Category Maintenance Using the Computational Methods Categories are scored using one of three computational methods each with its own attributes and purpose Discrete method Involves adding or deducting points from a category s starting value or maximum points The Discrete Type field determines if the event adds to or deducts from the supplier s score This method is commonly used with subjective categories but can be used by all categories Proportion method Distributes the total points based on a numb
204. want to include in the selection Enter the same date in the To field to limit the selection to requisitions including only that need date Buyer Enter the user ID of the buyer This defaults to the user who logged on Clear this field to display the selection list for all buyers You can also enter another buyer s user ID Site Enter a specific site code to be included in the selection criteria Tip To include only requisitions that do not have a supplier specified set Blank Suppliers Only to Yes FAQAD 148 PRO PLUS USER GUIDE Tip MRP items are received into inventory and considered by MRP as a source of supply Tip MRO items include maintenance repair and operating supplies FAQAD Requested By Enter the user ID of a specific requestor to be included in the selection criteria Job Enter a specific job code to be included in the selection criteria Ship to Enter a specific ship to address to be included in the selection criteria Currency Enter a specific requisition currency to be included in the selection criteria Blank Suppliers Only Yes or No flag indicating whether you want to view only those requisitions that do not have a supplier specified defaults to No Note If you have also made an entry in the Supplier field changing Blank Suppliers Only to Yes takes precedence only requisitions without a supplier are selected Include MRP Items Yes or No flag indicating whether you want
205. ways No and cannot be updated When the Supplier Shipping Schedules module is disabled the default is Yes See User Guide Volume 7 Release Management for details on trading partners Fig 17 18 Supplier Schedule Export 35 18 FAQAD 198 PRO PLUS USER GUIDE Table 17 4 First Record for 830 or 862 Documents Table 17 5 830 862 Planning Shipping Schedules FAQAD Export Planning Schedule Enter Yes to export supplier planning schedules that match the selection criteria When the Supplier Shipping Schedules module is deactivated the default value is No and cannot be updated When the Supplier Shipping Schedules module is activated the default is Yes Export Shipping Schedule Enter Yes to export supplier shipping schedules that match the selection criteria When the Supplier Shipping Schedules module is deactivated the default value is No and cannot be updated When the Supplier Shipping Schedules module is activated the default is No EDI File Format The following file layout is used for outbound supplier schedules which include supplier shipping schedules 862 and supplier planning schedules 830 This format is also used for inbound customer schedules which include customer shipping schedules 862 and customer planning schedules 830 POS Width Value DB Field Local Var New Document Indicator 1 2 File Identification 3 7 MFG PRO Document Type 10 3 830 or 862 Trading Part
206. wly created self bill include the entire unpaid quantity and expected price Fig 5 4 Self Bill Maintenance Shipment Information Frame Fig 5 5 Self Bill Maintenance Shipment Detail Frames FAQAD 36 PRO PLUS USER GUIDE See Matching Adjustment Self Bill Lines on page 38 Fig 5 6 Self Bill Maintenance Line Selection Frame FAQAD After using Document Import to process EDI self bills use Self Bill Maintenance to reconcile any adjustment lines After using Self Bill Auto Create you are automatically brought to the Self Bill Maintenance header Once the header information has been entered into the Self Bill Maintenance header or you have finished the initial auto create procedure the line selection frame appears Use this frame to edit delete or add new self bill lines Use this frame to link adjustment self bill lines to shipments in effect changing self bill adjustment lines to shipment self bill lines To modify self bill line details 1 Select the self bill line to modify Self Bill Maintenance OY x UserMenu Edit Queue Options Help Self Bill SBP50001 Response Date 06 18 9 Bill To 777 Check Transmission Currency usd Amt Total 66 00 Amt Control Total 91 00 Lines 4 IT Self Bill Item Authorization pen Qty Price hipper Customer PO Inv Memo Paid Qty Paid Price t ot 0 2ky12 ot o 777 100 9 t 5 i2ky12 i2ky12 15 1 5 NENNEN T o 9 1 9 777 100 9 t 5 i2
207. xible Event Category Definitions 000000 54 Multiple Rating Systems 0 0 0 0c cece ee ee 56 Supplier Performance Work Flow 0 0 cece eee eee eee nee 57 Supplier Performance Programs 00 0 0 cece eee eee 57 Supplier Performance Program Types 0 000000 eee oo 58 CHAPTER 8 SETTING UP SUPPLIER PERFORMANCE ies 59 Planning a Supplier Performance System 0 0 00 eee eee ee 60 Configuring Control File Settings llle 60 Defining Supplier Interval Ratings 0 000 5 65 Defining Performance Categories 0 0 cece eee eee 66 Using the Computational Methods 0 000 eee eee eee 67 Understanding the Lookup Table 0000005 68 Defining Performance Events 0 0 0 0 cece cee ee eee eee 69 Creating Category and Event Relationships 0 0 000005 70 Defining Weight Factors 0 0 cece eee 71 Creating Registrations mini li e Exe edo rV ak eee 72 Collecting Data Without Reporting 00 eee eh 73 CHAPTER 9 COLLECTING PERFORMANCE DATA 0oo 0ooooo 75 Introduction ees eb e eR ERR RUE RE NER Gua a RR UR A eU 76 Collecting Data Automatically leeeee eA 76 Understanding Automatic Data Collection lulu 78 User Assisted Data Collection 0 0 0 cece eee eee 79 Purchase Order Returns and RTS Shipments 79 Inventor
208. y Transfer sseeleeeeee eA 80 Creating and Modifying Performance Data 81 Missed Shipment Event Generator 00 0000 e eee eee 82 V VI PRO PLUS USER GUIDE CHAPTER 10 REPORTING AND MANAGING DATA sese 83 InttOdUCtlOtl sure Leere Dlasktaiaanhadhavaawida a rra 84 Performance Reports criar neresen nig ie E E A EE E 84 Performance Report Card 0 0 eee cette 84 Performance Data Report 0 0 0 0 cece eee eee 85 Registration Report 1 0 ee eee nee 86 Performance Event Inquiry 0 0 0 cee eee eee eee 86 Performance Category Inquiry 0 0 0 cee eee eee eee 87 Consolidating Data from Multiple Sites 0 0 0 0 02 eee eee eee 87 Supplier Cross Reference Maint 0 0 0 0 eee ee eee 87 Supplier Cross Reference Report 0 0 0c ee eee eee eee 89 Summary Data Extract a sa dereen naa ideae aoa KA UE E eee 90 Summary Data Report 0 0 eee eee 91 Delete Archive Functions 0 0 0 eee eet e 92 Performance Data Delete Archive 0 0 00 0 cee eee 92 Summary Data Delete Archive 0 0 cece eee eee 92 SECTION 4 GLOBAL REQUISITION SYSTEM GRS 95 CHAPTER 11 INTRODUCTION TOGRS 200 c cee e ween eee 97 OVEIVICW nauta eii BASE enn BA RU UE Shebs ease heey iaa dams 98 Features Of GRS isses cea dhe a wan chan Sage wee eee oa 99 Flexible Approval Process 0 0 0 0 c eee ee eee eh 99
209. y default from the Supplier Schedule Control File Fig 17 6 Supplier Controls Maintenance BEES Supplier Controls UserMenu Edit Queue Options Help Maintenance JEAN 5 5 7 4 Supplier 5002000 Generate Shipping Schedules from MRP ves Send Zero Requirements n Benerate Zero Schedules ves Firm Days n Schedule Days a Schedule Weeks a Schedule Months 2 Fab Auth Days 30 Raw Auth Days s SDT Code Generate Shipping Schedules from MRP This value indicates b See Generate whether you typically generate shipping schedules for this supplier a rel based on item requirement data from MRP It sets the default for the page 186 corresponding field on scheduled orders created for this supplier Send Zero Requirements This field indicates whether schedule detail lines that do not contain item quantities requirements are included when a schedule is sent to this supplier using Schedule Print 5 5 3 8 Schedule Print in Fax Format 5 5 3 9 Supplier Schedule Export 35 18 Yes Schedules sent to suppliers can contain detail lines with zero requirements No Only detail lines with nonzero quantities are included Generate Zero Schedules This field indicates whether a schedule is created for this supplier when all detail line quantities requirements on that schedule are zero No The system does not generate a supplier schedule when there are no detail line item requirements
210. y registration that has that value Registration Report ol UserMenu Edit Queue Options Help B a Go ES Selection Criteria ource amp E pase I m Performance Event Inquiry Use Performance Event Inquiry 5 15 6 to view the event definitions you create using Performance Event Maintenance 5 15 5 This inquiry displays the indicated event definition followed by subsequent definitions that reside on the system Performance Event Inquiry Bi Es UserMenu Edit Queue Options Help P Event Code 02 amp ime early Output terminal Event Code Name Description Points loz early early 1 00 loa under under 2 00 loa over over 1 00 los missed ship missed shipment 1 00 los dup ASN duplicate ASN 1 00 lo late ASN late ASN 1 00 10 reject reject 1 00 rework rework 1 00 12 use as is use as is 1 00 ship Missed Shpmt Supplier missed shipment 3 00 ther Mise Miscellaneous 2 00 la over Qty Over Qty Over rgrd shipment 1 00 kr under Qty Under Qty under reqrd shipment 2 00 return Reject Returned Items 3 00 pork Reworked used after reworking 2 00 wb std Sub Standard use limited to lt grades 2 00 l early Rcvd Early rcvd prior to due date 1 00 REPORTING AND MANAGING DATA 87 Performance Category Inquiry Use Performance Category Inquiry 5 15 2 to view the category definition details you create using Performance Category Maintenance 5 15 1 When a lookup table has been defined for
211. your supplier works different days than you do set up a supplier specific calendar for them in Supplier Calendar Maintenance 5 5 1 1 Schedule Update from MRP considers these calendars when generating schedule releases For suppliers that do not have supplier specific calendars MFG PRO uses the applicable shop calendar defined in Calendar Maintenance 36 2 5 Defining Ship Delivery Time SDT Codes Use Ship Delivery Time Maintenance 5 5 7 1 to define ship delivery time SDT codes and associate one or more delivery times with them SDT codes specify exact delivery times on supplier shipping schedules Daily item requirements are divided into hour and minute buckets based on these delivery times Note SDT codes are not used on supplier planning schedules You can specify an interval code as needed SUPPLIER SHIPPING SCHEDULES 177 Associate SDT codes with individual scheduled orders to avoid having to manually enter delivery times on supplier shipping schedules You can also use Supplier Controls Maintenance 5 5 7 4 to associate default SDT codes with individual suppliers Schedule Update from MRP 5 5 3 1 uses the delivery times associated with SDT codes on scheduled orders to bucket daily item requirements on supplier shipping schedules Residual quantities from multiple deliveries are always added to the first delivery of the day Also pack quantities are not split For example if an item is delivered in lots of 50 and your

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