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QAD 2008 Enterprise Edition User Guide: Scheduled Order

1. Purchase Order Item Supplier Ship To P01023 Li 22 130 5001000 General Supply Corporation 10000 Release ID 19990111 001 Int Reference Discrete Cumulative Oty Oty Q 0 0 W 0 0 0 0 P D 0 0 0 0 F D 0 0 0 0 F W 75 0 0 0 P w 100 0 0 0 P W 80 0 0 0 P W 70 0 0 0 P w 100 0 0 0 P ne 1 UM EA Release ID 19990113005 Discrete Cumulative Oty Qty Q 0 0 75 0 75 0 F 100 0 175 0 F 80 0 255 0 F 70 0 325 0 F 100 0 425 0 P 80 0 505 0 P 75 100 100 80 80 70 10 100 100 80 ooooooooooo 75 75 175 175 255 255 323 325 425 425 505 ooooooooooo 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 Schedules 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 Ship Schedule Yariance Com Supplier Shipping Schedules 183 Ship Schedule Variance Compare Purchase Order 2 Item Number Supplier D Variance 00 ABC Class Current Release ID Previous Release ID Go To Fe ACTIONS To To To P ye P Batch ID Output Deleting and Archiving Schedules Use Schedule Delete Archive 5 5
2. Fig 7 3 Trade Sales Schedule Process Create or update customer planning or shipping schedule Import trade sales customer planning or shipping schedule Optionally review system created supplier planning or shipping schedule Created supplier No schedules OK Yes Export planning or shipping schedules to trade sales suppliers FAQAD 210 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce AQAD Generating Customer Schedules The system automatically creates trade sales supplier schedules when you Import trade sales customer schedules Create a new trade sales customer schedule and make it active Reactivate a nonactive trade sales customer schedule Importing Customer Schedules Use Document Import 35 1 to import customer planning or shipping schedules Note You can also use eCommerce Manager 35 5 and 35 22 13 to import any documents that are ready to import When you import a customer planning schedule the system automatically generates a new trade sales supplier planning schedule When you import a customer shipping schedule the system automatically creates a new trade sales supplier shipping schedule The system automatically sets a newly created trade sales supplier schedule as the active release Capturing Data that Did Not Import In trade sales agreements not all information that you receive in a
3. Schedule Days Schedule Weeks Schedule Months Fab Auth Days Raw Auth Days iB Stary Effective 03 01 2007 v nd Effective vj ojloe oreljio o Supplier Item D Supplier Planning Schedule Maint Go To Actions Release 1D p025 Resource Authorization Data Fab Qty iff Raw Qty 0 0 Fab Start 03 01 2007 v Fab End Raw Start 03 01 2007 Raw End Res urce 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 Supplier Scheduled Order Maintenance FAQAD 176 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce AQAD 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 eCommerce sending it as hard copy or via FAX Transmit the schedule release using e Supplier Shipping Schedule 35 4 8 e Schedule Print 5 5 3 8 Schedule Print in Fax Format 5 5 3 9 A schedule that has been transmitted electronically using Supplier Shipping Schedule is considered sent by the system When you print a schedule release with Schedule Print or Schedule Print in Fax Format you can optionally designate the printed schedule release as sent You cannot edit schedule releases desi
4. Yes You can enter up to four salesperson codes in a pop up frame that displays after you click Next Commission 1 Enter the commission percentage this salesperson receives Values default first from Salesperson Commission Detail 2 5 6 if rates have been defined for the order customer or item product line Otherwise they default from Salesperson Maintenance 2 5 1 The system searches in this sequence for a commission rate a Salesperson order customer and item product line b Salesperson and order customer c Salesperson and item product line d Salesperson s normal commission rate as defined in Salesperson Maintenance QAD 54 User Guide QAD Scheduled Order Management Fig 2 8 Customer Scheduled Order Maintenance Non Cumulative Quantity Accounting Data Frame AQAD Non Cumulative Quantity Accounting Data Frame This frame displays when Ship to Cum Req is set to Req Customer Scheduled Order Customer Scheduled Order Maint Go To Actions Ship From 10000 Order 50189 Ship To 4000 ABC Company Non Cumulative Quantity Accounting Data Ship Complete i AUTHNBR Unique Days 0 Merge RSS Exclude Planning Data M Ship Complete Ship Complete is used to specify what percentage of a requirement quantity must be shipped to be considered complete If you consider a requirement satisfied when 100 percent of the requirement quantity has been shipped set Ship Complete to 100 To verify that a requirement
5. 27 6 12 and ensures that rounding errors do not occur between the accounts receivable AR amount calculated by Self Bill Payment Application 27 6 12 7 and the invoice amount Rounding errors can prevent invoices from being closed or create unapplied payments FAQAD Customer Schedules 47 Enter Yes if the customer on this scheduled order pays invoices using authorization numbers When the self payment is applied by authorization number the amounts match exactly Cumulative Determines how requirements are entered on scheduled releases and displayed in reports and inquiries No Net quantities are entered Yes All quantities are entered as cumulative meaning that the discrete quantity is added to the cumulative quantity of the previous requirement Consignment Enter Yes if items on this scheduled order are P See User Guide consigned This value defaults from Ship To Item Controls oe oe Maintenance 7 18 1 if used If not used the value defaults from Customer Customer Consignment Control 7 18 24 Consignment Inventory Enter No if the most items on this order are not consigned You can designate individual items as consigned in the Consignment Order Line Item Data frame that displays later during order entry Auto Inv Post This field sets the default value for the Post Invoice field in Pre Shipper Shipper Confirm 7 9 5 When Post Invoice is No invoices are not posted during shipper confirmation You must pos
6. Master Bill Sequence ID MBOL Shipper Document Format GEN Master Bill Document Format MB Max Lines on a Pre Shipper 15 Shipping Label Templates Mixed Load Label q Master Load Label q Single Load Label q Shipment Info For Receipts Use Ship Plan PCR d A RSS Calendar Option The fields in this control program are described in the discussion of shipping P 9 P2 Pre Shipper Sequence Shipper Sequence Master Bill Sequence Generic Shipping Document Master Bill of Lading Format Automatic Cum Pegging Iv Customer Ref Is Customer Item Customer Shop Setting Up Categories for Requirement Detail You can maintain special requirements information associated with schedules such as Special marking required by the customer for the items shipped Specific information needed on barcode labels for packaging Requirements tied to authorization numbers such as release authorization numbers RAN Multiple sets of requirement detail can be associated with each schedule detail record This information can be updated in a subframe of Customer Plan Schedule Maint 7 5 1 and Customer Ship Schedule Maint 7 5 2 When Required Ship Schedule Update 7 5 5 is run requirement detail is copied to the RSS and can be viewed and maintained in Required Ship Schedule Maintenance 7 5 3 It can be reviewed on various schedule reports including Schedule Inquiry 7 5 8 Schedule Report 7 5 10
7. Print Sequence on Shipper Print Sequence on Invoice I Send Sequence with ASN Send Sequence with Invoice Except for Ship To all fields in this program are identical to the corresponding fields in the control program All field values default from the control program The control program values represent the system wide settings The settings here represent the values for the indicated ship to only These values default to any sequence schedules created for the ship to address Customer Sequence Schedules 99 Using Customer Sequence Schedules The Customer Sequence Schedules module can be efficiently used for just in time manufacturing environments such as high production repetitive environments As a supplier you can use the added sequence details to optimize planning and the sequenced shipping and delivery of your customer s requirements For example in a just in time manufacturing environment such as automotive manufacturing the supplier provides seating and interior systems directly to the original equipment manufacturer OEM The OEM schedules the production of vehicles including colors and options These requirements as well as the order in which they are required are sent to the supplier in a production sequence schedule or 866 document Including sequence information on the ASN or invoice gives both the supplier and customer better visibility of the goods being shipped and received Sequence information on
8. little setup is required for trade sales schedule processing Figure 7 1 depicts the setup steps Note The system automatically creates supplier schedules if you create or modify a customer schedule release too Directions to create or update manually in the system are described in this chapter You use Trading Partner Parameter Maint 35 13 10 to set trading partner parameters to export trade sales schedules to trade sales suppliers automatically Generating and Processing Schedules 207 Fig 7 1 Trade Sales Setup Set trading partner parameters Workflow to send planning schedules Set trading partner parameters to send shipping schedules Optionally set trading partner parameters to queue schedules for export You must set the trading partner parameters for supplier records Figure 7 2 depicts the trading partner parameter options you set Fig 7 2 Trading Partner Trading Partner Parameter Maint Go To ACTIONS Saver Maint MFG Addr SAFR TP Addr Address MFG PRO Site SAFR TP Site Site Logical Param Desc Logical Parameter Value Send EDI ASN s iv Send EDI Invoices Send EDI PO Ack Send EDI Plan Schedules Send EDI Ship Schedules Send EDI PO Load SO As Confirmed Export ASN in Odette form Send Partial PO Ack Use Inbound Ack Status DmnummmJmmmc Trading Partner Parameter Trading Partner Parameter Maint Go To ACTIONS EE Set for MFG Addr DEU19N TP Addr 109Norma
9. receiving 149 specifying in orders 134 message type for supplier schedules 215 messages as verification 40 configured 40 setting up 40 MRP allocation with effective dates 141 MRP See material requirements planning MRP multi database mode 192 N netting logic example 27 example with ship plan PCR 31 PCR quantities 30 specifying options 26 new supplier schedule release 211 non active customer schedules 211 0 open days on calendars 28 operating days 27 operation specifying code 136 options for netting logic 62 Order End Effective Report 126 order periods customer 35 order processing 189 Order Rev Date field scheduled orders 132 original ASN 196 P PCR quantities 30 pegging requirement detail for customer schedules 80 ship line requirements 82 Picklist Pre Shipper Automatic 113 pegging requirements 81 Plan Ship Sequence Variance Report 105 planning and shipping schedule resolutions 62 PO Line field in trade sales order 195 PO Number field in trade sales order 194 PO shipper automating generation 16 contents in trade sales 200 creating from ASN import 20 PO Shipper Maintenance supplier scheduled receipts 149 PO Shipper Receipt 150 PO shipper receipt confirming 150 fixed prices 150 recording temporary inventory 200 Polling Frequency Per Hour field 202 Pre Shipper Shipper Confirm 117 119 customer schedules 75 pegging requirements 82 Pre Shipper Shipper Print 116 117 Pre Shipper Shipper
10. 1 An informational message displays 2 A warning message displays 3 An error message displays along with Please re enter and processing stops 4 An error message displays and processing stops Warning When verifying shippers do not use severity level 3 Verification is a noninteractive process run after the shipper is created without opportunity to re enter data Use severity level 4 which does not include Please re enter Creating Customer Scheduled Orders Create scheduled orders in Customer Scheduled Order Maintenance 7 3 13 A scheduled order is a combination of sales order header and trailer fields and line item planning fields This combination of fields provides the structure against which item quantities and dates are received Note Only active suppliers are available for this program Header Frame Some of the header fields are similar in function to the equivalent fields in Sales Order Maintenance Important fields are discussed in this section b See User Guide QAD Sales FAQAD 46 Fig 2 6 Customer Scheduled Order Maintenance 7 3 13 Customer Scheduled Order Maint Ship From 10000 User Guide QAD Scheduled Order Management Customer Scheduled Order vx Go To Actions Order 50189 Ship To 4000 ABC Company Order Data Ship Via ES Taxable P FOB Point D Week Offset 0 Transport Days 0 00 Inv by Auth 7 Trade Sales 7 Include Sat Sun Customer Ref Is Cus
11. 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 Schedule Delete Archive Go To Purchase Order Item Number Supplier Ship To P Buyer P Date Created v Inactive Schedule Only Detail Only Delete Archive Archive File noo ACTIONS To To To To To To ve P P P Output Fig 5 20 Ship Schedule Variance Compare 5 5 7 13 Fig 5 21 Schedule Delete Archive 5 5 3 23 FAQAD 184 User Guide QAD Scheduled Order Management FAQAD 205 186 User Guide QAD Scheduled Order Management FAQAD les Shipment 198 ing Trade Sales Orders 203 188 User Guide QAD Scheduled Order Management gt For an overview of trade sales processing see Trade Sales on page 16 gt See Setting Trade Sales Control Value on page 190 FAQAD Overview To begin a trade sales agreement among a customer trade sales suppliers and you as the tier one supplier you must first activate the trade sales module then you can create the trade sales order This chapter focuses on trade sales features activating trade sales creating and processing the trade sales ord
12. 5 4 24 Sequence Schedule Control Go To Actions Enable Sequence Schedules Schedule Order Default Include Seq in Req Ship Sched Firm Days 0 Packing Order Forward 7 Sequences Per Container 0 987171 Merge Schedules Check Sequence Tolerance Maximum Tolerance Print Sequence Range on Shipper Print Sequence Range on Invoice Send Sequence with ASN Send Sequence with Invoice anuannmna Schedule Order Default sets a default value for the Sequenced field in Customer Scheduled Order Maintenance 7 3 13 All other field values in Sequence Schedule Control default to corresponding fields in FAQAD Customer Sequence Schedules 95 Customer Controls Maintenance 7 5 4 1 You can modify the defaults you define here as needed for individual customers in Customer Controls Maintenance Use the following field descriptions to guide you through the control program setup Enable Sequence Schedules Enter Yes to enable the Sequence Schedules module Schedule Order Default Enter Yes if you typically create customer schedules with sequence information in your manufacturing environment The value you specify here defaults to the Sequenced field in Customer Scheduled Order Maintenance where it determines whether the scheduled order contains sequence information You can change it as needed for individual orders Include Seq in Req Ship Sched Enter Yes to include sequence schedule data in required ship schedules
13. Customer Schedules 39 Fig 2 3 Container Shipper Control 7 9 24 b See User Guide QAD Sales for details gt See Requirement Detail Maintenance Frame on page 69 FAQAD 40 User Guide QAD Scheduled Order Management b See Shipper Verification on page 41 AQAD Requirement categories are created in Generalized Codes Maintenance 36 2 13 for field rqm_cat The categories you create should be based on the type of requirement detail you receive The category AUTHNBR represents an authorization number This category is created during document import if it does not exist AUTHNBR is the only category that has special meaning to the system Other categories are for your reference only Authorization numbers are tracked from time of receipt through the entire shipment process to final invoicing During import if authorization numbers are received the database is checked to verify that the numbers are unique based on business rules Setting Up Configured Messages The requirements of companies involved in long term scheduled relationships vary greatly One trading partner s requirements for how shipments are represented on an ASN may differ from another s Meeting the trading partner s requirements is an important measure of supplier performance Configured messages let you determine the severity of various error conditions Any shipper can be verified whether created automatically or manually The
14. Logic 28 Calendar Options RSS and Netting Logic 0 29 Using PCR Quantities with Netting Logic 004 30 Setting Up Customer Schedules 0 0 0 cee eee eee 31 Setting Up Schedule Data 0 0 0 eee eee 32 Setting Up Control Program Values 0 0 0 0 ee eee 38 Setting Up Categories for Requirement Detail 39 Setting Up Configured Messages 0 0 leeren 40 Creating Customer Scheduled Orders 0 0 0 0 cee cece eee 45 Header Brame ss crc dade ie ee hak eae ed ed 45 Salesperson Frame 0 cece eee eee eens 52 Non Cumulative Quantity Accounting Data Frame 54 Order Line Item Identification Frame 00000008 56 Order Line Item Data Frame 00 cece eese 57 Viewing Schedule Order Information 0 005 62 Processing Customer Schedules 0 0 cece cee eee 62 Importing Schedules with EDI eCommerce 63 Entering or Verifying the Release 0 0 0 0 ce ee ee eee 64 Creating a Required Ship Schedule 0 0002 e eee 70 Viewing Schedule Information 0 0 0 eee ee eee eee 74 Running MRP 2 2 1 2 een bia ener bed see cial sea es a ente 75 Processing Shipments 0 0 e eee eee cnet 75 Printing Bills of Lading 0 2 eee eee ee 79 Pegging Requirement Detail 0 0 0 eee eee
15. Logical Parameter Value Queue Trade Sales ASN Queue TS Schedules iv iv Send EDI ASNs This parameter lets you send ASNs to the customer using EDI regardless of the EDI eCommerce export method you use Set this field for the customer trading partner parameter records No the default Do not send ASNs to the customer Yes Send ASNs to the customer FAQAD 198 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce FAQAD Queue Trade Sales ASN This parameter determines if the system should queue an ASN for export to the customer based on the confirmed SO shipper data Set this field for the supplier trading partner parameter records You export queued ASNs using eCommerce Manager No The system does not queue an ASN for export to the customer Yes The system queues the shipper as an ASN for export to the customer after it confirms the SO shipper The system creates SO shippers when you import a supplier s ASN To review all SO shippers for a supplier before exporting them set this field to No Once you review the data you can export the shippers using Shipment ASN Export 35 4 1 Processing the Trade Sales Shipment If you plan to send and receive ASNs you can start processing trade sales orders only after you have set up all EDI eCommerce functionality and created the trade sales orders This section describes the process flow depicted in Figure 6 7 Im
16. Mcr Configured Message Maintenance Go To Actions 36 4 6 13 Language ID n P Site Address List Type Calling Program Message Number Message Sequence Execution File Severity Language ID Enter a valid active language code for selecting the appropriate message language Site Optionally enter a site to be associated with the messages Address Optionally enter a customer defined in Customer Create 27 20 1 1 or ship to code defined for a customer in Customer Ship to Create 27 20 2 1 Calling Program Currently the only valid entry is xcvrfsh1 p the shipper verification program Message Number Enter the appropriate system message number identifying specific message text If you are writing your own custom Progress programs you may want to use standard messages for consistency These are accessed using the include file m msg i Pass the message number and a severity indicator and the message displays Message numbers 9000 through 9900 are reserved for customer use and are not used by QAD Message Sequence Enter a number indicating the order in which the execution file should be run See Table 2 4 on Execution File Enter the appropriate verification program This may Deus alist be one of the five sample programs supplied with the system or a programs custom user defined program Severity Level Enter a number from 0 to 4 indicating the message severity 0 No message displays FAQAD Customer Schedules 45
17. November 24 2005 and the system creates release ID 20051124 001 The system does not generate date based release IDs when you manually create a supplier schedule No the default Schedule Update from MRP generates numeric release IDs Yes Schedule Update from MRP generates eleven digit date based release IDs using the following components The four digit year The two digit month The two digit day A three digit release number Zero Schedules Enter the number of zero schedules the system generates for a supplier when an order is active but no demand exists You can enter a zero so that the system never creates a zero schedule This value defaults to Zero Schedules field in Supplier Scheduled Order Maintenance 5 5 1 13 Creating Supplier Calendars If 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 Supplier Schedules 129 You must set Calendar Working Firm Days to Calendar in Schedule Update from MRP 5 5 3 1 for the system to consider the supplier calendar when generating schedule releases Also the system uses the value of the Calendar Working Firm Days field when printing schedule firm days in Schedule Print 5 5 3 8 If you specify working schedules the system treats holidays as nonworking days when the supplier schedule is calculated wi
18. RSS This sets the default value for the same field in the Sequenced Delivery Data frame in Customer Scheduled Order Maintenance unless a customer control record has already been created for the ship to on the scheduled order In this case the value defaults from the customer control record Firm Days Enter the number of work days from the sequence schedule that should be used to create the required ship schedule for planning purposes This field applies only when Include Seq in RSS is Yes This value defaults to Customer Scheduled Order Maintenance Enter 0 zero the default to use the entire sequence schedule to generate the required ship schedule When you specify more days than are available on the sequence schedule the entire schedule is used Example One of your customers works 6 day weeks That customer sends 8 weeks of sequenced shipping data but you want to consider only the first 2 weeks as firm shipping requirements In this case you would enter 12 in the Firm Days field FAQAD 96 User Guide QAD Scheduled Order Management FAQAD Packing Order Indicate the order in which to print packing lists for sequenced requirements Forward or Reverse Sequences Per Container Specify the maximum number of sequences that can fit in a container This value is used by Pre Shipper Shipper Automatic and Sequence Pre Shipper Automatic to display breaks between multiple containers This value must be the default O zero
19. RSS requirements for the scheduled order line number Note For a cumulative schedule you can disable automatic pegging by setting Automatic Cum Pegging to No in Container Shipper Control 7 9 24 or Customer Schedules Control 7 3 24 When you set Automatic Cum Pegging to No Consume Req defaults to No You can modify the Ship Line Peg Qty as needed The system adjusts the Open Qty based on the pegged quantity you enter Open quantity for the requirement is calculated based on 1 TheShip Complete percentage in the Customer Scheduled Order Maintenance 2 The RSS requirement quantity tied to this shipper line 3 The amount pegged the quantity placed in Ship Line Peg Qty 4 Dynamic Unpeg in Customer Scheduled Order Maintenance Consuming Requirements Requirement quantities are considered open until the shipper is confirmed in Pre Shipper Shipper Confirm 7 9 5 At this point pegged quantities are transferred to shipped quantities Customer Schedules 83 During confirmation the requirement quantity is used to increase the cumulative shipped quantity and decrease the net requirement for the order line item Inventory is also decreased by this quantity When Post Invoice is Yes the invoice is automatically posted The confirm process also transfers pegged quantities to shipped quantities The shipped quantities are incremented by the ship line quantity and pegged quantities are decremented by the ship line quantity Cumulativ
20. Sales order SO shipper and confirmation An ASN that you can optionally create and send to the customer Scheduled Order Management 17 Trade Sales Process To help customers manage their supply base tier one suppliers can provide a full range of trade sales functions from participating in the initial trade sales supplier selection to coordinating trade sales supplier production and delivery of the finished product Regardless of the level of your company involvement as a tier one supplier the general process among the trade sales supplier tier one supplier and the customer consists of basic steps illustrated in Figure 1 7 Fig 1 7 Trade Sales Basic Process Customer JASN 4 Tier One Supplier EDI ECommerce System Software JASN e 2 EDI ERP Trade Sales Supplier 1 Customers electronically send customer schedule releases as EDI documents to your company You import the customer schedules and the system creates supplier schedules from them then forwards supplier schedules to the trade sales supplier 2 The trade sales supplier sends either a copy of or the original ASN to you You import the ASN and shipping and receiving documentation are created 3 The trade sales supplier ships materials directly to the customer 4 Youoptionally send an ASN to the customer FAQAD 18 User Guide QA
21. are created Categories can group order lines based on shipping characteristics for example rush order special order or replacement Category is one of the order attributes reported by the optional Shipment Performance module This field is validated against values defined in Generalized Codes Maintenance 36 2 13 for field name line_category Consignment Enter Yes if the item on this sales order line is consigned otherwise enter No If Yes you can update consignment data in a separate frame This value defaults from Ship To Item Controls Maintenance 7 18 1 if a specific control record has been defined for the combination of order ship to and line item Otherwise it defaults from the order header Figure 2 11 shows the second Order Line Item Data frame Critical fields are described after the figure Customer Schedules 59 Fig 2 11 tx c Ord Customer Scheduled Order Maint Go To Actions c d inn raer Maintenance Order Line Item Data Ship From 10000 Order 50189 Second Frame Ship To 4010 Medical Company Item Number 1 bb Red Bean Bag UM EA PO Number Customer Ref Model Year Line 1 Order Line Item Data Req Sched Days E Dock P Plan SDP Code FS Req Sched Weeks 0 Start Effective hd Plan SDT Code Req Sched Months 0 End Effective vi Ship SDP Cade P Fab Auth Days 0 Max Order Qty 0 0 Ship SDT Code Raw Auth Days 0 Std Pack Qty 1 Netting Lagic P Customer Item P Cum Start 02 26 2007 Conta
22. arrive at the customer s site or dock Note When setting up ship delivery dates you should always check for manufacturing and delivery lead times These lead times can delay delivery to the customer site Programs that create or update the required ship schedules consider lead times when calculating ship delivery dates Active Start Enter the starting date for the schedule horizon Active start defaults to the date the release is created Leave this date and the active end date blank to specify that the current schedule is open In some programs reports and inquiries the active start date is for reference only and cannot be changed Customer Sequence Schedules 103 Active End Enter the ending date for the schedule horizon This date must be on or after the active start date Leave this date and the active start date blank to specify that the schedule is open Modifying and Adding Sequences and Details Use the Sequence Detail Data frame to edit or create new sequence records You can also mark existing sequences as deleted The system allows you to delete any sequence record that is not picked or cross referenced to a picked sequence on another schedule release When you mark a sequence as deleted the system makes that record inactive for the schedule To permanently delete a sequence record from a schedule use Sequence Schedule Detail Delete 7 5 4 22 When you create a new schedule release by entering a new release ID in the
23. at the same time but must be sent to separate locations on the assembly line The schedule can contain one or more exception items The schedule in Table 3 1 has a sequence 9990 which contains a special order item Exceptions are usually indicated in the schedule by customer specified status codes The exceptions are handled outside the normal sequence processing and are delivered separately Sequence Quantity Item VIN Line Feed 1 2 red bucket seat ABC123 LF210 1 1 red rear seat ABC123 LF211 2 2 green bucket seat DEF435 LF210 2 1 green rear seat DEF435 LF211 3 1 blue bench seat XYZ789 LF210 3 1 blue rear seat XYZ789 LF211 4 1 green bench seat AEG434 LF210 Table 3 1 Sample Sequence Schedule QAD 92 User Guide QAD Scheduled Order Management Sequence Quantity Item VIN Line Feed 4 1 green rear seat AEG434 LF211 2 2 blue bucket seat JWZ551 LF210 5 1 blue rear seat JWZS551 LF211 499 2 green bucket seat ZTV331 LF210 499 1 green rear seat ZTV331 LF211 500 2 blue bucket seat UIV331 LF210 500 1 blue rear seat UIV331 LF211 9990 1 plaid prototype IWV515 LAB Sequence Schedule Programs The optional Customer Sequence Schedules module includes the menu level programs listed in Table 3 2 Table 3 2 Customer Sequence Menu Label Program Schedules Programs 7 5 4 1 Customer Controls Maintenance adccmt p 7 5 4 2 Customer Controls Inquiry adcciq p 7 5 4 5 Sequence Schedule Maintenance rcsqscmt p 7 5 4 6 Sequence Schedu
24. 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 Supplier Shipping Schedules Shipping schedule requirements are stored in time buckets based on the SDT code for the number of schedule days indicated on the associated order line An example is shown in Figure 5 8 Supplier Shipping Schedule Horizon Day1 Day 2 Day 3 Day 4 Day 5 Day 6 a anoa e ET E E 2 63 ao 9 G3 e 30 mne 120 m 200 Schedule Days 6 Q daily requirement bucket total daily requirements j a HR Total Requirements 940 E bucketed quantity Quantity and Date Calculations Schedule Update from MRP performs the following calculations 1 2 3 4 Back schedule for safety days from planned order due dates Back schedule for ship delivery pattern from safety day schedule Back schedule for supplier calendar from ship delivery schedule Allocate planned order quantities by percentage to each supp
25. delete sequences for a container the same way you would for pre shipper shippers Customer Sequence Schedules 117 Maintaining Sequences on Sales Order Shippers Use Sales Order Shipper Maintenance 7 9 8 to view and add or delete sequences from a sales order shipper The frames used in Pre Shipper Shipper Workbench 7 9 2 also display P See Maintaining here You view add and delete sequences from a SO shipper the same Sequences ona Pre way you would for pre shipper shippers This program processes the Shipper Shipper printing of the sales order shipper the same way as Pre Shipper Shipper on page 114 Workbench You can also use Pre Shipper Shipper Print 7 9 4 to print the completed sales order shipper which includes the associated sequences Printing of the sales order shipper is processed in the same way Pre Shipper Shipper Workbench processes the printing of a pre shipper shipper Confirming and Unconfirming Shippers Use Pre Shipper Shipper Confirm 7 9 5 to record shipments of orders P See User Guide and to QAD Sales Convert pre shippers into shippers Create post and print invoices based on shipments You can export a confirmed shipper as an advance ship notice ASN to P See User Guide inform your customer that an order has been shipped Export ASNs using ans EDI eCommerce When you confirm a sequenced order the associated sequences are marked as confirmed If you create an invoice for a sequenced order
26. during EDI conversion and transmission The system recognizes and supports only the following codes blank Any day Monday 25 1 2 Tuesday Friday through Sunday 12 or D Monday 01 or 1 First week of 13 or E Tuesday 26 1 3 Monday month Wednesday Friday 02 or 2 Second week of 14 or F Wednesday 27 1 4 Monday Tuesday month Wednesday Thursday 03 or 3 Third week of 15 or G Thursday 28 1 3 Monday Tuesday month Thursday 04 or 4 Fourth week of 16 or H Friday 29 1 3 Monday month Wednesday Thursday 05 or 6 1 2 first and third 20 or 1 5 Monday 30 1 4 Monday Tuesday weeks of month through Friday Wednesday Friday 06 or 7 1 2 second and 21 or Q 1 2 Tuesday 31 1 4 Tuesday fourth weeks of month Thursday Wednesday Thursday 07 First day of month 22 or R 1 2 Wednesday Friday 10 or A Any day 23 or U 1 2 Monday Monday through Friday Wednesday 11 or B Any day Monday through Saturday 24 1 2 Monday Thursday Friday 32 1 3 Tuesday Wednesday Thursday 33 1 6 Monday through Saturday 34 1 7 Monday through Sunday Max Order Qty Enter the maximum quantity to be received before warning messages display when you access the order line If greater than 0 zero all maintenance inquiry and update programs display warning messages when the cumulative quantity received is equal to or exceeds this quantity FAQAD 140 User Guide QAD Scheduled Order Management P See Resetti
27. for each line item being changed ce Schedules 94 nce Schedules 99 90 User Guide QAD Scheduled Order Management Overview Customer shipping and planning schedules convey short term and long term customer requirements The optional Customer Sequence Schedules module lets you receive and process shorter term more detailed sequence schedules EDI document type 866 A sequence schedule provides a detailed short term view of a customer s planned requirements These requirements typically span no longer than a week and are sent to you the supplier in the order that your customer s manufacturing environment plans to consume them Customer Sequence Schedules Features With the Customer Sequence Schedules module you can Set up default customer schedule details and then tailor defaults for individual customers as needed Receive incoming sequenced schedules using EDI eCommerce Selectively include sequenced requirement information on Picklists Pre shippers Shippers nvoices Advance ship notices ASN Required ship schedules View variances between shipping or planning schedules and sequence schedules or between different releases of a sequence schedule Generate sequence packing lists automatically when creating pre shippers and shippers Print sequence packing lists in forward or reverse order Maintain detailed picking records for all sequenced requirements Maintain multiple sequence schedul
28. linked to a trade sales order in Scheduled Order MRP Maint 5 5 1 17 Because you cannot assign percentages to trade sales schedule orders the system does not create schedules for trade sales supplier scheduled orders and planned order demand is not satisfied through Schedule Update from MRP 5 5 3 1 To create a trade sales order In the header Ship To field enter the customer In the header Ship from field enter the site responsible for managing the trade sales process for the items listed on the order Note If you are running system software in a multi database mode trade sales orders schedules receipts and shipments must reside in the same database therefore the ship from site on a trade sales order cannot be a remote site Set Trade Sales to Yes in the Order Data frame See Figure 6 4 The Trade Sales field cannot be updated if you have existing line items that have schedules for them or receipts against them or the order is in a remote database Note Sequenced schedules are not supported when using a trade sales arrangement therefore if the Trade Sales field is Yes the Sequenced field cannot be updated and vice versa Creating and Processing Trade Sales Orders 193 Choose one of the following a If line items exist confirm the automatic creation of supplier scheduled orders when the system prompts you b If this is a new order enter line items The system creates the supplier scheduled orders for the li
29. listed in a supplier schedule are seen by the system as supply You can also receive items against a supplier schedule Supplier schedules are used for multiple deliveries from a supplier who needs to adjust production to accommodate your orders Example A manufacturer of circuit boards needs blank boards supplied each week The manufacturer knows exact needs for the next few weeks and approximate needs for the next 12 months The supplier of these circuit board blanks needs this information to place orders for raw materials and plan production Supplier schedules are needed to set up delivery The Supplier Schedules Menu 5 5 includes the following e Supplier Schedule Setup Menu 5 5 1 Supplier Schedule Processing Menu 5 5 3 Supplier Receipts Processing Menu 5 5 5 Supplier Shipping Schedules 5 5 7 Schedule Order Characteristics Supplier Schedules Table 4 1 contrasts the characteristics of scheduled orders with other kinds of purchase orders Supplier Schedules Purchase Orders Blanket Orders Delivery Dates Multiple Single for order item Multiple Seen by MRP Yes Yes No Receipts Yes Yes No Duration Medium long term One time Short medium Elements Header Header Header Planning schedule Line Items Line Items Shipping schedule Trailer Trailer Trailer POs Effective Dates The system considers effective dates when it processes schedules It determines whether a scheduled ord
30. need to ship them When you create an RSS the system considers the customer s shipping schedule and planning schedule along with other factors to calculate ship days and required quantities Because shipping schedules typically dictate shorter ship days than the planning schedule the system contains logic that lets you specify how the system holds or nets the planning quantities against the shipping quantities The Netting Logic field in the Order Line the system resolves shipping and planning schedule requirements when it creates the RSS Netting logic determines how the system builds RSSs and the demand input to the Materials Requirements Plan MRP Requirements based users typically use netting logic option 3 Option 3 replaces the beginning of the planning schedule with the shipping schedule in each week that both planning and shipping schedules exist Cumulative based users typically use netting logic option 4 With option 4 the shipping schedule consumes the planning schedule in each week that both planning and shipping schedules exist Shipping schedule problems can arise during the last week when the shipping schedule and the planning schedule overlap however netting logic option 5 resolves the overlap issue Netting logic 5 does not consider excess planning quantities in any other week other than the last overlap week Netting logic 5 calculates the excess planning quantity in the last overlap week compares the shop calendar to
31. on Maximum Volume 0 00 Stage Open Quantities Include Packing List Comments Override Partial OK Flag Print Only Lines to Pick v Use Containers Print Features and Options Break on Maximum Sequence 0 Print Packing List Comments Update V Create Pre Shipper in SO UM V Form Code 1 Output Batch ID FAQAD 114 User Guide QAD Scheduled Order Management b See User Guide QAD Sales FAQAD Sequence Pre Shipper Automatic selects sequences from active schedules The sequences must match the selection criteria and cannot be marked as deleted picked or cross referenced It arranges the sequences by ship delivery date and destination and creates the pre shippers as needed All processing occurs as in Picklist Pre Shipper Automatic 7 9 1 Sequenced pre shippers are printed as two documents The first document displays the total gross requirements This is the same as the one produced by Picklist Pre Shipper Automatic The second document shows all the sequence information in order by sequence Status and the selection criteria ranges refer to sequence schedule information Most of the fields on the bottom half of the screen are the same fields found in Picklist Pre Shipper Automatic Break on Maximum Sequence This is an optional control field used to specify the maximum number of sequences allowed on a shipper The default is 0 zero Leave this value to indicate that the shipper can conta
32. one character forecast qualifier communicated by the customer in plan and ship schedules This value normally defines whether the requirement quantity is firm or still in the planning stages It can also be used for any special purpose specified by the customer communicating the schedule Since all quantities in a required ship schedule are firm Required Ship Schedule Update sets this field to indicate the source of the requirement 1 The requirement originated from a planning schedule 2 The requirement originated from a shipping schedule However if the scheduled order defines bucketing quantities and the schedule does not have any detailed requirements the Q column still displays F after bucketing processing Rqm Det Enter Yes to display an additional frame for adding or modifying requirement detail Requirement detail is typically updated only if you are using noncumulative accounting procedures Customer Schedules 69 Requirement Detail Maintenance Frame Figure 2 15 illustrates the Requirement Detail Maintenance frame This frame displays when Rqm Det is Yes in the Schedule Detail Data frame Customer Plan Schedule Maint Customer Plan Schedule Maint Go To Actions Requirement Detail Maintenance Category Value AUTHNBR 299988 0 Specify a valid category previously defined in Generalized Codes Maintenance 36 2 13 and enter the requirement detail in Value If an authorization number is specified the system v
33. or any positive number Example A customer uses uniform containers that can hold 10 sequences each and a pre shipper is built containing 50 sequences The sequence packing list will display 5 groups of 10 sequences This is a guide to help the loading dock worker know how many containers to pack Merge Schedules Specify whether the open requirements of the currently active schedule should be combined with the new incoming schedule during EDI eCommerce document import This option is used when customers send future requirements to add to the current schedule but do not send existing requirements previously sent on another schedule Yes The incoming schedule is combined with the currently active schedule to create a new release containing the open requirements from both schedules No The incoming schedule becomes the active schedule The open requirements from the previous release are not considered Check Sequence Tolerance Enter Yes to have the system check schedule sequence numbers for gaps Specify the size of acceptable gaps in Maximum Tolerance The system issues a warning if it detects numbering gaps greater than the value specified When set to Yes the system checks for gaps when you Import a sequence schedule Manually add sequences to a schedule in Sequence Schedule Maintenance Example This field is Yes and Maximum Tolerance is 2 You process a schedule with sequences 1 2 5 6 7 No warning message displays bec
34. 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 that solder should be delivered only once per week Menu Listing The optional Supplier Shipping Schedules module 5 5 7 is on the Supplier Schedules menu 5 5 Table 5 2 lists programs that are a part of the optional Supplier Shipping Schedules module Menu Number Description Program Name SD hl Ship Delivery Time Maintenance rssdtmt p 5 5 7 2 Ship Delivery Time Inquiry rssdtiq p 5 5 7 4 Supplier Controls Maintenance adssmt p 5 5 7 6 Supplier Planning Schedule Maint rspsmt p Sud Supplier Shipping Schedule Maint rsssmt p 5 57 13 Ship Schedule Variance Compare rsrp10 p 5 5 7 14 Ship to Plan Schedule Compare rsrpll p 5 5 7 24 Supplier Shipping Schedule Control rspm p Supplier Shipping Schedules 159 When you activate this module new features are added to some existing gt For information programs and Schedule Maintenance 5 5 3 3 cannot be used
35. received items for a line an error displays and you cannot continue If line items do not exist the system creates a new supplier scheduled order line as you enter new line items If the trade sales order has more than one item supplied by the same supplier the system creates one supplier scheduled order with multiple lines for the items however if the trade sales order has multiple order lines with the same item number and the same supplier the system creates multiple supplier scheduled orders for one supplier Customer Scheduled Order vos Customer Scheduled Order Maint Go To ACTIONS Ship From 10000 Order S0200 Ship To 4021 BCA Company Item Number 1 BB Red Bean Bag UM EA PO Number Customer Ref Model Year Line 1 Order Line Item Data Discount Tbl Fe Consume Forecast v List Price 3 019 Type 4 Net Price 3 019 Location 100 P Sales Account 3000 P 9 0100 2 Taxable v P Discount Acct 3900 P P 0100 Category P Consignment 7 Trade sales sets the ship type Type The system automatically sets the Type to blank when you set Trade Sales to Yes in the Order Line Data frame You cannot modify Type once you set the order as a trade sales order When the order is not a trade sales order you can modify the ship type up to the time that you ship or invoice a quantity When Trade Sales is set to Yes in the header the Trade Sales PO Data frame displays at the line item level This frame is di
36. sales supplier planning or shipping schedules however you can view them Trade Sales and MRP The system automatically copies trade sales customer schedules into corresponding trade sales supplier schedules Since suppliers ship the material directly to the customer there is no requirement for you to Create a required ship schedule RSS Run MRP to generate planned orders to meet the demand from the customer Run Scheduled Update from MRP 5 5 3 1 to generate supplier schedules for planned orders Itis possible to create an RSS and run MRP so that you can run reports for planning purposes however in trade sales processing Schedule Update from MRP does not generate supplier schedules for a trade sales order If you wish to run MRP you must Create an RSS for the trade sales customer scheduled order e Set up the items to be planned by MRP MRP matches the firm trade sales customer demand schedule details with the matching supplier schedule details MRP also generates planned orders for the remaining planned trade sales customer demand Since you cannot specify a percentage value for a trade sales supplier scheduled order using Scheduled Order MRP Maint 5 5 1 17 you cannot use Generating and Processing Schedules 213 Schedule Update from MRP to generate supplier schedules for a trade sales supplier scheduled order So with each execution MRP continues to replan the non firm RSS schedule quantities You ca
37. schedules You can change schedule detail data such as requirement dates quantities firm or planned status and fab and raw authorization quantities and dates You cannot update a supplier shipping or planning schedule release if the scheduled receipt date is outside of the scheduled order line effective date range Scheduled orders have both header and line start and end effective dates When processing the order the system uses the line start date and the later of the header or line end date as the active order line date range 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 Supplier Schedule Control 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 program 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 In the first frame use the Purchase Orde
38. set options in Trading Partner Parameter Maintenance 35 13 10 and eCommerce Manager 35 5 and 35 22 13 for trade sales processing QAD 22 User Guide QAD Scheduled Order Management FAQAD 24 User Guide QAD Scheduled Order Management FAQAD Chapter 2 Customer Schedules Customer schedules refer to the shipping and planning schedules that your customers send to you as a supplier These schedules are used to create cumulative schedule driven sales orders with multiple line items Based on scheduled orders you release shipments using standard sales order shipping functions Each release has its own ID number and each shipment you send to a customer has its own shipment number Managing Customer Schedules 26 Setting Up Customer Schedules 31 Creating Customer Scheduled Orders 45 Processing Customer Schedules 62 Running MRP 75 Processing Shipments 75 Resetting Cumulative Quantities 83 Adjusting Prices with Retrobills 85 26 User Guide QAD Scheduled Order Management b See Netting Logic on page 61 FAQAD Managing Customer Schedules Several functions influence the outcome of customer schedules The following paragraphs describe the functions including the way they interact with each other when determining schedule outcome Using Netting Logic A required ship schedule RSS identifies for a particular customer and scheduled order the item quantities you need to ship and the days on which you
39. setting the field to Yes you can avoid having to review error messages associated with schedules that should not be exported 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 inactive selection is limited to type 4 schedules only Note You specify whether the system uses calendar or working schedules to interpret firm days in the Calendar Working Firm Days field in Schedule Update from MRP The system uses the value of this field when printing schedule firm days If you specify working schedules the system treats holidays as nonworking days when the supplier schedule is calculated with working firm days x Schedule Print Go To ACTIONS Purchase Order D To Item Number P To 2 Supplier 2 To D Ship To D To 2 Buyer n To FS Schedule Type 4 Supplier Schedule Print Zero Schedules Iv Print Lines With Zero Required Quantity Iv Sort Option 1 1 By Ship To Supplier Item PO 2 By Item Ship To Supplier PO 3 By PO Item 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 field To transmit the release you can mail or deliver it Schedule Print creates the
40. suppliers using Scheduled Order MRP Maint 5 5 1 17 Total percentages for each item must equal 100 Schedule Update from MRP 5 5 3 1 uses the percentages you define for an item to allocate MRP planned orders for that item among suppliers 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 Note MRP planned orders for a co product by product or a base process item cannot be used to update supplier schedules 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 b See page 162 P See Quantity and Date Calculations on page 171 b See Creating a Schedule Release on page 142 FAQAD 168 User Guide QAD Scheduled Order Management b See page 164 b See Manually Updating a Schedule Release on page 173 b See Manually Updating a Schedule Release on page 173 FAQAD Requirements designated as planned are not considered sources of supply by MRP and may change when MRP is rerun The schedules you send
41. test without making any updates Two types of schedules are received planning and shipping The two schedule types may or may not match in quantity or due dates for any date or period The ship schedule is usually more accurate but this depends on your customer The selection of which schedule takes precedence in the short term is b See Netting managed through the Netting Logic setting on the order header Because a shipping schedules typically dictate shorter ship days than the planning schedule set the Netting Logic field to specify how the system holds or nets the planning quantities against the shipping quantities There are four basic steps to processing a schedule 1 Receive the schedule usually using EDI eCommerce 2 Enter the release into the system or verify the schedule received through EDI eCommerce 3 Runthe schedule update to create the required ship schedule 4 Run MRP to explode demand and schedule component orders Importing Schedules with EDI eCommerce All EDI documents are imported using the same EDI eCommerce P See User Guide Document Import 35 1 function Based on control data in the EDI file es the system determines the type of document being imported maps the data to match the appropriate system database tables and fields and calls the appropriate gateway program to load the document into the system When adding a schedule the system Verifies that the trading partner exists in the system Ver
42. the excess planning quantity in the last overlap week the last week with both planning and shipping schedules and spread the excess planning quantity over the open work days in the last overlap week Cum Start This date indicates when shipped quantities on this schedule began to accumulate In Cumulative Shipped Maintenance this field also displays with the label Prior Day Cum Shipped Date Viewing Schedule Order Information The system supplies two ways to view schedule order information Schedule Order Inquiry 7 3 14 Schedule Order Report 7 3 15 To display scheduled order information you can specify the site from which all items for the scheduled order will be shipped customer address item customer reference for the item model year PO number or order Additionally Scheduled Order Report provides a sort option for scheduled order information that displays Processing Customer Schedules Once scheduled orders are set up in your system you can receive printed or electronic schedule releases from your customers The most recently received release normally supersedes all previous releases An exception is raw and fabrication authorizations The longest authorizations calculated by end date are the valid ones Customer Schedules 63 How a schedule is loaded also depends on the EDI purpose code specified in the header of the imported file Based on the purpose code schedules can be added deleted or simply loaded as a
43. the first section displaying gross quantities by part The following section displays the sequences in sequential order and any related information If the sequences are being delivered to a customer dock or line feed that information prints on the first section of the pre shipper Prints the sequenced packing list in forward or reverse order as indicated in the customer control record or if one does not exist as specified in Sequence Schedule Control Shows breaks between sequences as specified in Sequences Per Container in the customer control record or if one does not exist as specified in Sequence Schedule Control When creating a sequenced picklist the Picklist Pre Shipper Sequence Pack List section on the printed document displays sequence information Creating Sequenced Pre Shippers Use Sequence Pre Shipper Automatic 7 5 4 10 to create pre shippers for one or a range of sequence schedules The selection criteria for this program applies only to sequence schedules To create pre shippers for ranges of both sequenced and non sequenced schedules use Picklist Pre Shipper Automatic 7 9 1 Fig 3 9 x Sequence Sequence Pre Shipper Automatic Go To ACTIONS Pre Shipper Automatic Due Date To Y 7 5 4 10 Ship To P To P Site E To E Customer Job To Customer Sequence To Customer Reference To Customer Dock To Line Feed To Status E Break on Maximum Weight 0 0000 Auto Allocation Break
44. the three day requirements for the planning schedule If the planning schedule requirements exceed the sequence shipping schedule requirements it moves that amount of planning requirements to Thursday the next available open date When you generate an RSS release that contains sequences the following sections appear on the RSS report Sequence Schedule Required Quantities Netting Options Seq Schedule Adjustment For Plan Schedule Overlap Combined Schedule Schedule Dates Backward Adjusted for Customer or Ship To Calendar Netting Logic 3 with SDP Codes The system creates the RSS differently when you use netting logic 3 with See Plan SDP the Use Ship Plan PCR field in Container Shipper Control This field lets ed alba you specify whether the system considers prior cumulative requirements PCR when it reconciles shipping and planning schedules to create the RSS The PCR quantity depicts all quantities needed before the current schedule goes into effect Adding the PCR quantity can greatly increase the demand particularly when the system adds the PCR quantity along with consumed planning quantities FAQAD 112 User Guide QAD Scheduled Order Management Fig 3 8 Sequence Schedule Release ID Field FAQAD Updating Specific Required Ship Schedules Use Selective Required Ship Schedule Update 7 5 6 to create a specific RSS release that includes any associated sequence schedule Specify the sequence sche
45. 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 Supplier Shipping Schedules 181 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 Ship to Plan Schedule Comp vx Ship to Plan Schedule Compare Go To ACTIONS Purchase Order FS To 2 Item Number 2 To P Supplier D To Fe Variance 96 DO ABC Class Output Batch ID Variance Optionally specify a variance percentage 1 to 99 percent to report only item quantities on 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 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 Assign ABC class codes to individual items using Item Master Maintenance 1 4 1 Valid values are A B or C You can combine this code with a variance percentage for repo
46. 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 e 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 manually 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 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 M
47. trade sales suppliers View or print system created trade sales supplier schedules regardless of whether optional modules were activated Creating and Processing Trade Sales Orders 189 Automatically generate a PO shipper PO shipper receipt SO shipper and SO shipper confirmation when you import a trade sales supplier ASN Optionally let the system create the SO shipper from the PO shipper receipt or the supplier s original ASN Optionally automatically queue and export an ASN to the customer Setting Up Trade Sales You must activate Trade Sales then set up the system with trade sales items and suppliers before you create the order Additionally you must set up EDI eCommerce for ASN processing Figure 6 1 depicts the setup steps Fig 6 1 Trade Sales Setup Activate Trade Sales Workflow Optionally set up item cross Set up a trade sales order i references for suppliers and 1 customers Set up EDI ECommerce Define trade sales suppliers trading partner records for items Table 6 1 lists the programs used to complete trade sales setup tasks Table 6 1 Function Set Up Trade Sales Setup Item Master Maintenance 1 4 1 Trade sales items and suppliers of items Customer Item Maintenance 1 16 Item cross reference at customer if necessary Supplier Item Maintenance 1 19 Item cross reference at trade sales supplier if necessary Customer Scheduled Order Maintenance Customer trade sales order 7 3
48. v List Price 2 00 Type 2 Net Price 2 00 Location 100 2 Sales Account 3000 9 P 0100 Taxable P Discount Acct 3900 Pp P 0100 2 Category P Consignment M Type Indicate whether shipments of this item are to affect inventory P See Trade Sales balances Type defaults from Memo Order Type in Item Site on page 48 Inventory Data Maintenance 1 4 16 if defined for the order line site otherwise it defaults from Item Master Maintenance 1 4 1 If the item is not defined type defaults to M memo If Trade Sales is Yes the system sets this field to blank Blank This line item ships from inventory When the shipment is processed inventory balances are decreased a general ledger GL transaction credits the Inventory account and forecast is consumed Non blank This shipment does not affect inventory does not create a GL Inventory transaction and does not consume forecast FAQAD 58 User Guide QAD Scheduled Order Management FAQAD While a non blank ship type prevents the update of the Inventory account Accounts Receivable AR balances are updated regardless of the ship type This field is validated against codes defined in Generalized Codes Maintenance 36 2 13 for field sod_type You cannot modify this field after a quantity has been shipped or invoiced Category Optionally specify a category associated with the order line Category is a generalized code that can be specified when order lines
49. with only one authorization number is shipped properly set Ship Complete to 1 This prevents any other occurrence of an authorization number from being shipped When the first occurrence is pegged it satisfies the ship complete percentage and sets open quantity to zero If you attempt to peg the requirement quantity for a second occurrence an error displays During the generation of a required ship schedule this field determines which RSS requirements are open and should be carried to the new active schedule If a percentage shipped is less than the Ship Complete percentage the requirement is included in the new active RSS During shipment this field determines which requirements are available for pegging in various shipper programs Example Set Dynamic Unpeg to No and Ship Complete to 100 Create a shipper with an item in a box on a pallet with a ship quantity of 500 With an RSS requirement of 500 when you peg 500 in the Consume Required Ship Schedule Requirements frame the open quantity is reduced to zero This shipment is now considered complete AUTHNBR Unique Days If not zero the system verifies that duplicate authorization numbers are not reused within the time period specified Customer Schedules 55 Merge RSS This field determines whether open requirements from existing required ship schedules RSS are copied to newly generated schedules A requirement is considered open if it has not been fully shipped Note D
50. 1 ORDRSP I PO Acknowledgment 2 ORDRSP C PO Change Acknowledgment customer initiated 3 ORDRSP S PO Change Acknowledgment supplier initiated 4 ORDERS Initial PO 5 ORDCHG PO Change 6 ASN Advance Ship Notice 7 SCHREL Supplier Schedule b See User Guide QAD EDI eCommerce b See User Guide QAD EDI eCommerce Table 7 2 Use of Export Transmission Records FAQAD 216 User Guide QAD Scheduled Order Management FAQAD Automating the Trade Sales Process To completely automate the trade sales process including importing and exporting ASNs use the following procedure 1 IneCommerce Manager 35 5 set these fields Export ASN to Yes Import Files to Yes Export Supplier Schedules to Yes All other fields to No 2 Specify the number of hours you want EDI eCommerce to run 3 Specify the intervals at which EDI eCommerce checks for documents that require exporting or importing Deleting Trade Sales Schedule Releases Use Customer Plan Schedule Maint 7 5 1 or Customer Ship Schedule Maint 7 5 2 to delete a customer trade sales schedule When you delete the customer schedule the system deletes the matching supplier schedule as long as the system has not exported or printed the supplier schedule If the system exported or printed the supplier schedule it does not delete it and you cannot delete the customer schedule The system displays an error message in Customer Plan Schedule Maint and Customer Ship Sche
51. 13 FAQAD 190 User Guide QAD Scheduled Order Management Fig 6 2 Trade Sales Control 7 3 23 b See User Guide QAD Master Data FAQAD Function Set Up Trade Sales Control 7 3 23 Activate trade sales Trading Partner Parameter Maint 35 13 10 Parameters associated with creating shippers from PO receipt or ASNs and parameters associated with forwarding new ASNs to the customer Setting Trade Sales Control Value Use Trade Sales Control 7 3 23 to activate the trade sales module Trade Sales Control vx Trade Sales Control Go To ACTIONS Activate Trade Sales IV Activate Trade Sales Indicate whether the optional Trade Sales module is activated No the default Trade Sales is not activated Yes Trade Sales is activated You can create a trade sales order in Supplier Scheduled Order Maintenance by setting the Trade Sales field to Yes When you do the system views all items on the order as supplied from trade sales suppliers and prohibits you from updating the Trade Sales field if line items exist The system automatically creates a supplier scheduled order for a trade sales line item sets the ship type to blank on the created scheduled orders and displays an additional Trade Sales PO Data frame Setting Up Item Cross References In trade sales the item numbers that the customer and the trade sales supplier use may be different from the item numbers that the system uses to process the o
52. 34 200 containers supplier schedules 151 control programs Customer Schedules 38 Purchasing 150 Sequence Schedules 94 Supplier Schedule 160 Supplier schedules 127 Trade Sales 190 copy of ASN 196 copying a scheduled line 135 correcting trade sales orders 203 cost update for scheduled orders 135 creating customer schedules 211 cross references for items 190 Cum Received Reset to Zero 152 Cum Shipped Reset 83 Cumulative Received Maintenance 151 cumulative reset customer scheduled orders 83 supplier scheduled orders 152 Cumulative Shipped Maintenance 83 customer calendar customer specific calendar 33 excess quantities resolved 62 open days 28 specifying for RSS 52 with required ship schedule 34 Customer Calendar Maintenance 33 Customer Controls Maintenance 94 98 Customer Data Maintenance 34 Customer Item Maintenance 189 Customer Order Period Maintenance 35 Customer Plan Schedule Maintenance 30 64 71 customer planning schedule automatic export 214 creating 211 deleting 216 exporting for trade sales 208 importing 210 overview in trade sales 206 processing 209 queuing 208 updating non active 211 customer receipt quantities 34 customer records for trading partner parameters 207 Customer Scheduled Order Maintenance 34 106 creating 45 frames 45 referencing sequence lines 106 customer scheduled order trade sales 16 customer schedules 25 88 bucketing 68 order setup 45 dynamic unpeg 48 netting logic 61 non cumula
53. 5 684 6614 Fax 805 684 1890 http www qad com Contents About This QUIOG Luisa dx ARRA aree a AHOGER FRE AUR RR RR 1 Other QAD Documentation 00 000 ccc cece eens 2 QAD Web Sit i osseee cee be et ee Rr oe ce ee RA MER eee des 2 CONVENUONS ia ed haw CoA e A RT CS DRM ER Na 3 Screen Illustrations isis ewes wis ieee exp ub ved ear ede 3 Typographi uui heces aee oe gage eet 3 Chapter 1 Scheduled Order Management 5 Overview of Scheduled Order Management 2 0000 e ee eee 6 Customer and Supplier Information Exchange 6 Origins of Scheduled Order Management 000 7 Scheduled Order Management Flow 0 0 0 0 eee eee eee 8 Characteristics of Schedules 0 0 cece eee eee eee 8 Customer Schedules 00 0 eee eh 11 Customer Sequence Schedules 0 cece eee een eee 12 supplier Schedules si 1 ex sada ed aieiad a eed aa sae shaw FD a n 14 Supplier Shipping Schedules 0 0 0 0 eee eee eee ee 15 Trade Sales mica jae oie eek Oe eee eee ee eae ee 16 Trade Sales Process 222 cies dais laa we ciao es 17 FAQAD iv User Guide QAD Scheduled Order Management Section 1 Customer Schedules 23 Chapter2 Customer Schedules 25 Managing Customer Schedules llle eee cee eee 26 Using Netting Logic cds e earum oec DR daca 26 Determining Open Days for Netting
54. 73 Index 223 supplier shipping schedules 156 183 bucketing 169 in trade sales 16 updating plan from ship 161 supplier trading partner parameters 197 suppliers defining for trade sales 191 system 49 193 T tier one supplier role 16 tolerance checking sequence schedule gaps 96 trade sales 187 203 ASN processing 18 basic functionality 188 billing 19 complete automation 216 corrections 203 defining suppliers for 191 deleting order lines order 203 graphic overview 17 overview of order process 199 setting up for order processing 189 setting up the order 191 viewing documents 201 viewing schedules 214 with sequenced schedules 48 193 Trade Sales Control 190 Trade Sales field 192 Trade Sales PO Data frame 193 Trading Partner Parameter Maint 176 197 trading partner records for customers and suppliers 207 transformation definition 196 trq_mstr table 215 turnaround data feature 210 Type field 194 U Undo Shipper Number Assignment 116 Use Ship Plan PCR field 30 V viewing retrobill data 86 sequences from pre shipper 114 subcontract operations 214 trade sales data 193 trade sales schedules 214 variances between schedules 90 FAQAD 224 User Guide QAD Scheduled Order Management Ww work order ID automatic update 136 specifying 136 with advanced repetitive processes 136 workdays specifying for customer calendar 33 Z zero requirements generating 172 zero schedule as supplier shipping schedule 127 au
55. 9 22 Shipper Gateway rcshgw p 7 13 2 Pending Invoice Register soivrp p 7 13 3 Preview Invoice Print sosorp10 p 7 13 4 Invoice Post and Print soivpst p 7 13 12 Invoice Print or Reprint soivrp10 p 27 6 12 1 Self Bill Maintenance arsbmt p 27 6 12 4 Self Bill Auto Create arsbac p 27 6 12 10 Self Bill Discrepancy Report arsbrp02 p 27 6 12 13 Self Bill Report arsbrp p 27 6 12 15 Shipment Invoice Crossref Report arsbsirp p 35 1 Document Import edixsnf p QAD 94 User Guide QAD Scheduled Order Management Menu Label Program 35 4 1 Shipment ASN Export edomasn p 35 4 3 Invoice Export edominv p Setting Up Customer Sequence Schedules With this module you set up system wide defaults in Sequence Schedule Control 7 5 4 24 You then use Customer Controls Maintenance 7 5 4 1 to set up customer control records for customers that should have different values than the system wide control program values When you initially activate the Customer Sequence Schedules module various programs are automatically updated to be used with this module Table 3 3 If you deactivate Customer Sequence Schedules after you initially activate it the modified programs function as they did before they were updated Setting Control Program Values Use Sequence Schedule Control 7 5 4 24 to activate the Customer Sequence Schedules module and define general default values for all customers that use sequence schedules Fig 3 1 Sequence Schedule Control 7
56. 91 Setting Up EDI eCommerce 0 0 eee eee eee 196 Processing the Trade Sales Shipment 0 0 00 c eee ee eee 198 Importing the ASN 1 eee eee eee 199 Verifying Trade Sales Documents 00 00 0000 08 201 Exporting ASNs to the Customer 0 0 00 esee 201 Correcting Returning Trade Sales Orders 0 0 00 eee eee ee 203 Deleting Trade Sales Orders 0 0 eee eee 203 FAQAD viii User Guide QAD Scheduled Order Management Chapter 7 Generating and Processing Schedules 205 iu Mr mm 206 Setting Up for Schedule Processing 00 cece eee eee 206 Processing the Schedules sese 209 Generating Customer Schedules lllleesesss 210 System Created Supplier Schedules 2 00 000000 211 Viewing Trade Sales Schedules 0 0 c cece eee eee 214 Exporting Supplier Schedules 0 0 0 cece eee eee 214 Deleting Trade Sales Schedule Releases 0 c cece eee eee 216 ie er ee a x E 217 FAQAD About This 2 User Guide QAD Scheduled Order Management FAQAD This guide covers Scheduled Order Management features including customer and supplier scheduled orders It also covers optional modules that are also a part of Scheduled Order Management including supplier shipping schedules sequence schedules and trade sales Other QAD Documentation For an overview of new features a
57. Click Next to accept the first item and quantity and continue entering items for the shipment Note You can modify shippers that have already been confirmed However you cannot reconfirm modified shippers PO Shipper Receipt Confirm the shipment using PO Shipper Receipt If the tolerance for a discrete order receipt is exceeded the system displays a warning Confirmation increases inventory increases the cumulative received quantities decreases net cumulative requirements and updates AP and GL accounts When you confirm the shipper the cumulative totals and net requirements are properly updated and automatically transmitted to the supplier on the next scheduled release PO Shipper Receipt and Purchase Order Receipt 5 13 1 consider the setting of the Fixed Price field when determining whether a new PO price should be looked up during receipt of a scheduled order with a discount table Purchase Order Receipts If you are not receiving ASNs or reading barcode labels and exploding containerized shipments you can also enter receipts against supplier schedules in Purchase Order Receipts More than one line item can be processed in a single transaction You can correct errors made in receiving by entering negative quantities However you may have to reopen a purchase order line to do this Several settings in Purchasing Control 5 24 determine how receiving documents are entered and printed Supplier Schedules 151 If the cumu
58. Customer Scheduled Order Maint Go To Actions Ship From 10000 Order 50189 Ship To 4000 ABC Company Salesperson Data Salesperson 1 P Multiple Commission 1 5 0096 Salesperson 1 Enter the salesperson to receive commission and quota credit for this order To enter more than one salesperson set Multiple to Yes Salespersons default from the customer address Commission percentage defaults from the salesperson record The header values default to each order line In scheduled orders you can change the salesperson as long as an uninvoiced shipment does not exist Customer Schedules 53 The first salesperson is considered the primary salesperson for report selection Reports list other salespersons but in most cases you cannot select or sort using these codes Salesperson commission reports are based on the commission rate and sales amount positive or negative for order line items Normally commission reports are based on the gross sales amount before tax and other add on charges Commissions can be listed based on gross margin but only if all line items use the same salesperson and commission rates You can review commissions at the time of booking shipment or payment Sales summaries and quota amounts reviewed using sales analysis functions are updated by Invoice Post and Print Multiple Indicate whether you can enter more than one salesperson No the default Only one salesperson is associated with this order
59. D Scheduled Order Management P See Supplier Shipping Schedules on page 15 FAQAD Note Billing is described as a separate step on page 20 The following paragraphs provide more information on each aspect of the basic process Schedule Releases The customer sends schedule releases through their EDI system to you The schedule releases can be either of the following Customer planning schedules EDI 830 Customer shipping schedules EDI 862 When you import the customer schedules into the system the system automatically creates matching supplier schedules Note Supplier planning and shipping schedules are usually available only when you enable the optional Supplier Shipping Schedules module however trade sales functionality creates planning and shipping schedules without having to enable optional modules The system automatically sets the newly created supplier schedule as the active customer schedule You can change the active customer schedule or reactivate an existing schedule of a customer trade sales order line When you do this the system automatically creates a new active trade sales supplier schedule ASN In the second part of the process the trade sales supplier sends an ASN to you Trade sales suppliers typically send the original ASN directly to the customer then send a copy of the ASN to you Occasionally they send the original ASN to you then you send a copy to the customer When the ASN is im
60. FYQAD QAD Enterprise Applications 2009 Enterprise Edition User Guide QAD Scheduled Order Management Customer Schedules Supplier Schedules Trade Sales 78 0694B QAD 2009 Enterprise Edition April 2009 This document contains proprietary information that is protected by copyright and other intellectual property laws No part of this document may be reproduced translated or modified 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 QAD and MFG PRO are registered trademarks of QAD Inc The QAD logo is a trademark of QAD Inc Designations used by other companies to distinguish their products are often claimed as trademarks In this document the product names appear in initial capital or all capital letters Contact the appropriate companies for more information regarding trademarks and registration Copyright 2009 by QAD Inc QAD Inc 100 Innovation Place Santa Barbara California 93108 Phone 80
61. Number 1 BB UM EA Supplier 5000 Acme Supply Co Ship To 10000 Release ID 1000 01 Planning Schedule Detail Data Date Time Int Reference Quantity Q 05 02 2007 08 00 10091 100 0 Interval displays only for planning schedules Use this frame to create or modify schedule delivery dates times references and firm or planned quantities For planning schedules you can also change the delivery interval type This is the last frame of Supplier Shipping Schedule Maint 3 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 5 11 Supplier Shipping Schedules 175 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 Fig 5 11 Supplier Scheduled Supplier Scheduled Order Maint Go To Actions Order Maintenance 5 5 1 13 and Resource Purchase Order P1120 Supplier 5030 Authorization ERS Supply Co 5 5 7 7 Frames Order Line Item Data Firm Days i Ship Delivery Pattern Code D Max Order Qty 0 0 Std Pack Qty 1 Cum Start 03 01 2007
62. SS Calendar Option When you create the RSS the system processes requirement due dates by considering RSS Calendar Option settings and available calendars Netting logic routines do not manipulate the requirements and dates at this point unless planning ship delivery pattern SDP codes or requirement authorization numbers RANs are involved When netting logic routines run the system may move planning or shipping schedule requirements and dates To prevent the requirements from ending up on inappropriate dates the system moves requirements to appropriate dates using the following calendar processing to re sort the requirements and dates 1 IfRSS Calendar Option is 1 RSS uses the available shop and customer calendars to move requirements so that they end up on days when both the shop and customer are open 2 IfRSS Calendar Option is 2 RSS uses the available customer calendar to move requirements so that they end up on days when only the customer is open QAD 30 User Guide QAD Scheduled Order Management FAQAD 3 IfRSS Calendar Option is 3 the system does not place dates with any calendar The requirements are left on the dates upon which they were entered or received Using PCR Quantities with Netting Logic Open MRP requirements are based on whether you set the customer order as cumulative or required When set to cumulative the system uses prior cumulative required PCR quantities and system cumulative planned and
63. Scheduled Order MRP Maintenance to create new quantities by planned order Revise quantities to Standard Pack Quantity multiple 6 Display any unfulfilled prior cumulative requirements 7 Create release assigning a Release ID and determine whether quantities are firm within the Firm Days time fence or planned 8 Display fabrication and raw authorization quantities and start and end dates With the Report Detail Summary field set to Detail an audit report of the entire calculation is printed Execute the function with Update set to No to preview the results When Update is Yes selected planned orders are automatically approved and a release is created This can then be edited in Schedule Maintenance or sent to your supplier b See Generate Date Based Release ID on page 128 FAQAD 146 User Guide QAD Scheduled Order Management b See Effective Dates on page 125 FAQAD Modifying Supplier Schedules Modify a scheduled release using Schedule Maintenance 5 5 3 3 You can change schedule detail data such as requirement dates quantities and firm or planned status and fab and raw authorization quantities and dates You cannot update a schedule release if the scheduled receipt date is outside of the scheduled order line effective date range Scheduled orders have both header and line start and end effective dates When processing the order the system uses the line start date and the later of the header o
64. Shipping requirements exist for Monday Tuesday and Wednesday The calendar depicts Thursday and Friday as open days Friday is selected for the excess even though Thursday is open because Thursday does not conform to the SDP code SDP codes support both the ODETTE and Automotive Industry Action Group AIAG ship delivery patterns They are translated to the appropriate industry standard code during EDI conversion and transmission Plan SDT Ship SDT Enter a code specifying the default ship delivery time Netting Logic Enter one of the following codes that specify how the For an example system uses planning and shipping schedules when it creates the RSS see page 27 in Required Ship Schedule Update 7 5 5 or Selective Required Ship Schedule Update 7 5 6 1 Use the shipping schedule only 2 Use the planning schedule only FAQAD 62 User Guide QAD Scheduled Order Management b See Determining Open Days for Netting Logic on page 28 FAQAD 3 Replace beginning of the planning schedule with the shipping schedule replace logic 4 Replace beginning of the planning schedule with the shipping schedule then adjust the last quantity in each week of the shipping schedule data upward so the cumulative of the shipping schedule requirements is not less than the cumulative of the planning schedule requirements consume logic 5 Replace the beginning of the planning schedule with the shipping schedule Determine
65. Supplier Item Controls Maint 5 18 1 for a specific supplier If no setting exists for a specific supplier it defaults from Consignment Orders in Supplier Consignment Control 5 18 24 The supplier scheduled order line level Consignment field defaults FAQAD 196 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce FAQAD First from the Consignment Orders field in Supplier Item Controls Maint 5 18 1 for that line s supplier item combination If no default is defined in Supplier Item Controls Maint from the header Consignment field When Consignment is set to Yes the system bases the consignment related field Maximum Aging Days on the consignment control record it uses Setting Up EDI eCommerce Before you can begin processing trade sales transactions with eCommerce you must have the following data set up EC subsystem definition Exchange file definition EC subsystem exchange file cross reference Application document definition Implementation definition Transformation definition The following sections describe additional EDI eCommerce settings for trade sales processing Determining Your ASN Process There are two ASN processes that you can set up EDI eCommerce to manage Trade sales suppliers send you an original ASN Trade sales suppliers send you a copy of the ASN If the trade sales supplier sends you the original ASN you send your own ASN to the c
66. The value of the schedule_merge variable in the implementation definition associated with the imported document controls whether the schedule is merged with the previous one When the variable is No the system replaces the current schedule with the corresponding new schedule from the EDI file When it is Yes requirements from the new schedule are added to those in the existing schedule Example A schedule arrives at 10 00 a m with October 2 forecast for a quantity of 10 At 11 00 a m another schedule arrives with a new release ID for an October 3 forecast for a quantity of 2 The schedule merge variable file is Yes The system makes the second schedule the active schedule then copies the requirements from the first schedule into it The resulting schedule includes the requirements for both October 2 and October 3 If the second schedule had the schedule merge variable set to No the second schedule would replace the first leaving only one requirement for a quantity of 2 on October 3 Another variable detail purpose can be used to provide more control over how imported forecasts are used when schedule merge is Yes Table 2 5 shows the effects of each value of the detail purpose variable b See Merge RSS on page 55 FAQAD 74 User Guide QAD Scheduled Order Management Table 2 5 Effects of Detail_Purpose Variable FAQAD Value of detail_purpose Effect A For forecasts matching type order number lin
67. Workbench 114 pegging requirements 81 using with customer sequence schedule lines 114 Printer Setup Maintenance shipping labels 36 prior cumulative date in supplier schedules 212 process overview 17 processing schedules 209 processing the trade sales order 189 199 Purchase Order Cost Update 135 Purchase Order Receipts supplier schedules 150 purchase order types contrasted 157 Purchasing Control receiving documents 150 Q queue ASNs for export 198 Queue Trade Sales ASN field 198 Queue TS Schedules field 208 queued entries in EDI eCommerce 208 R raw authorization data for trade sales 213 in supplier schedules 212 receipts authorization numbers tracked 40 customer 66 for trade sales 16 quantities and dates 34 shipment processing 78 supplier schedules 148 with fixed prices 149 receiving memo type items 149 receiving scheduled orders with fixed prices 149 referencing sequence schedule lines 106 release authorization number RAN data 200 release ID new suppler schedule 211 remote site for trade sales 192 required ship schedule overview 26 required ship schedule RSS including sequence schedule lines 108 netting logic and calendar options 29 netting logic for sequences 109 new calendar options 70 running 71 specifying a calendar for 33 using customer calendars 34 Required Ship Schedule Maintenance 30 70 71 Required Ship Schedule Update 34 52 71 108 requirement details in supplier schedules 213 restrictions on Ord
68. a range of the sequence numbers included on the order may print on the invoice Additionally this sequence number range may also be included when you export a shipper as an ASN The inclusion of sequence number ranges is dependent on the customer control record or Sequence Schedule Control settings Use Shipper Unconfirm 7 9 21 to reverse all the sequence related actions performed by the system at confirmation returning the shipment to its pre confirmed state and allowing it to be subsequently modified canceled reprinted or reconfirmed FAQAD 118 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce Fig 3 12 Sequence Number Range Printed on an Invoice FAQAD Sending ASN Documents with Sequence Information Use Shipment ASN Export 35 4 1 to export the ASN from your system An exported ASN can optionally include any sequence information associated with it The inclusion of sequence information is dependent on the setting in Send Sequence with ASN in a ship to s customer control record or in Sequence Schedule Control Posting Exporting and Printing Invoices When you post an invoice using Invoice Post and Print 7 13 4 the system checks whether any sequences are associated with that invoice If the invoice references shipments of sequenced items the sequence shipper records are updated with a reference to the invoice number being posted This reference is used to print a range of se
69. ail Pass Both B Both Set to automatically export supplier schedules Export Supplier Schedules Indicate Yes or No to export supplier planning or shipping schedules automatically Generating and Processing Schedules 215 No the default Do not export supplier shipping or planning schedules Note You can manually export trade sales supplier schedules using Supplier Shipping Schedule 35 4 8 Yes Export queued supplier shipping or planning schedules Note You queue trade sales supplier planning or shipping schedules for export by setting Queue TS Schedules to Yes in Trading Partner Parameter Maint Export Message Type When you queue a trade sales supplier schedule for export the system generates a record in the trq_mstr database table to indicate that the supplier schedule is queued for export When you run eCommerce Manager 35 5 and 35 22 13 the system scans the trq_mstr table for records When you set an export field to Yes in eCommerce Manager the system looks for a specific message type among existing trq_mstr records Several message types can be present in the trq_mstr table at the same time Table 7 2 lists the kinds of message types stored in trq_mstr records The system searches for sequences in a logical order designed to minimize potential conflicts in processing The Seq column indicates the order in which data is exported Trade sales supplier schedules are number 7 in the sequence Seq Type Message
70. aint 5 5 7 7 or Supplier 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 Supplier Shipping Schedules 169 You can avoid rescheduling problems due to fluctuations in short term MRP data by setting 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 Use a positive number in the field if you have an agreement with this supplier that requirements will not change within a specified time period Important To avoid schedule discrepancies between printed bucketed schedules and the actual required schedule firm days should never exceed the number of days specified in the Schedule Days field 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 req
71. aintaining Sequences on a Pre Shipper Shipper 114 Maintaining Sequences in Containers 0 000000 ee eee 116 Maintaining Sequences on Sales Order Shippers 117 Confirming and Unconfirming Shippers 04 117 Sending ASN Documents with Sequence Information 118 Posting Exporting and Printing Invoices 0 118 Removing Historical Sequence Data 0 000005 119 Section 2 Supplier Schedules 121 Chapter 4 Supplier Schedules 123 Introduction iioc roe ce tene thea ee tete Dite ila ee 124 Schedule Order Characteristics uuena enneunen 125 Effective Dates oce eeceoe e rette Rae oe eee d 125 V vi User Guide QAD Scheduled Order Management Zero Schedules tevp ep ed ee Ree es 127 Setting Up Supplier Schedules 0 0 0 0 cece eee eee eee 127 Setting Control Program Values 0 0 0 c eee eee ee eee 127 Creating Supplier Calendars 0 0 0 e eee eee eee 128 Creating Scheduled Orders 0 0 e eee eee eee 129 Allocating Percentages for MRP 0 0 0 e eee eee ee 141 Processing Supplier Schedules 0 0 0 cece eee eee ee 142 Creating a Schedule Release 0 0 2c eee eee eee 142 Modifying Supplier Schedules 0 0 0 0 eee 146 Transmitting Supplier Schedules 0 0 0 0 00000 146 Receiving S
72. allocation quantity can also prevent a packing list from printing In addition only sales orders with a blank action status are considered Any other action status indicates that the order is on hold To support multi site shipment the system does not automatically change this field after a packing list prints or after a shipment is processed However you cannot print a second packing list if one already exists at a specific site and the order has not shipped AR Site Enter the site where the scheduled order was recorded This can be the same as the ship from site but does not have to be You can change this site for each line item In multisite transactions where the AR site is different from the ship from site you can make shipments and let a separate AR site collect the revenues Also the AR site can exist in a different entity or different database or both Channel Enter an optional code identifying the distribution channel through which this scheduled order originated Channel is used when the system searches for default accounts on this order Alternate Sales and Sales Discount accounts can be set up in Sales Account Maintenance 1 2 17 based on product line site channel and customer type Ship to Cum Req Specify Req required to indicate a noncumulative schedule If Req an additional frame displays Specify Cum to indicate a cumulative schedule Enter Req to peg ship details out of sequence Pegging occurs automatic
73. ally during the creation of the shipper in Picklist Pre Shipper Automatic 7 9 1 Pre Shipper Shipper Workbench 7 9 2 Shipper Gateway 7 9 22 b See Pegging Requirement Detail on page 80 FAQAD 52 User Guide QAD Scheduled Order Management gt See Customer Calendars on page 33 b See page 34 Fig 2 7 Customer Scheduled Order Maintenance Salesperson Data Frame AQAD For a cumulative order you can disable automatic pegging by setting Automatic Cum Pegging to No in Container Shipper Control 7 9 24 or Customer Schedules Control 7 3 24 RSS Calendar Option Enter one of the following to specify which calendar to use 1 the default Use both the customer and shop manufacturing calendars to create the RSS 2 Use only the customer calendar to create the RSS 3 Use neither the customer calendar nor shop calendar The system creates schedule dates without any calendar adjustments Changing this field causes the system to recalculate the customer s receipt quantities and dates for all affected schedules when you run Required Ship Schedule Update 7 5 5 or Selective Required Ship Schedule Update 7 5 6 Salesperson Frame You can manage salespersons from the header and line in a customer scheduled order The Salesperson frame displays in both the header and line see Figure 2 7 Values entered in the header frame default to the line item frame Customer Scheduled Order
74. ally export and import trade sales schedules using this method by setting Export Supplier Schedule to Yes in eCommerce Manager If you do this the entire trade sales process is automated once you create the order Creating and Processing Trade Sales Orders 203 Correcting Returning Trade Sales Orders You correct and return trade sales orders manually The system does not include automatic return processing to trade sales suppliers Deleting Trade Sales Orders To delete a trade sales customer scheduled order line delete the line in Customer Scheduled Order Maintenance 7 3 13 or delete the entire order using Customer Scheduled Order Maintenance You cannot delete a system created supplier scheduled order using programs that delete or archive orders When you delete the order line the system Informs you that schedule releases exist for the supplier scheduled order line that is linked to this customer scheduled order line then prompts you to continue with the deletion Deletes all supplier schedules for the linked supplier scheduled order line Deletes the linked trade sales supplier scheduled order line created for the customer scheduled order line Deletes the customer scheduled order line as well as the customer scheduled order if it was the last or only line The system deletes these items even if a quantity has been received against the supplier scheduled order line FAQAD 204 User Guide QAD Scheduled Order M
75. an print the invoice during shipper confirmation or later using Invoice Print or Reprint 7 13 3 You can print formal registered fiscal shipping documents such as a Nota Fiscal by specifying the appropriate form code The effective date in Pre Shipper Shipper Confirm can be used to record the shipment in a specific open GL accounting period For example this could be used after period end when shipments for that period have not all been fully processed Optionally print the shipper using Pre Shipper Shipper Print 7 9 4 or Sales Order Shipper Print 7 9 9 The shipper print program creates a shipper record or packing list This function also updates the item quantity picked At this point the shipment is ready to leave your shipping dock Note You can use Pre Shipper Shipper Print to include authorization numbers on the printed shipper Optionally transmit the ASN using Shipment ASN Export 35 4 1 In many scheduled order relationships a customer does not process a shipment receipt until an ASN has been received The ASN provides the customer with all the detail relevant to the shipment including Purchase order and order line number Supplier and customer item numbers Authorization numbers if available tem shipped Quantities Cumulative quantities Arrival time Customer Schedules 79 In a trusted supplier relationship the customer plans the shipment quantities directly into their production line bas
76. anagement FAQAD 216 206 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce b See Generating Customer Schedules on page 210 AQAD Overview In a trade sales agreement after the trade sales order exists in the system you can expand the trade sales process to include trade sales schedule releases The system automatically creates matching supplier planning and shipping schedules for the trade sales supplier when you Import a trade sales customer planning or shipping schedule Create a new trade sales customer planning or shipping schedule Reactivate an existing inactive trade sales customer schedule The system creates the trade sales supplier schedules without running Schedule Update from MRP 5 5 3 1 You can optionally export the system created supplier schedules automatically to the trade sales suppliers You use EDI eCommerce programs to import customer schedules and to export system created supplier planning or shipping schedules You can set up EDI eCommerce to export the system created supplier schedules automatically or you can view them before you export them You can view system created trade sales supplier schedules regardless of whether you enable the optional supplier shipping schedule module Setting Up for Schedule Processing Since trade sales agreements focus on the automation of supplier schedule creation and export after you import a customer schedule
77. and updates the sequence record setting it as an open requirement Note Use the up down arrows to scroll the sequence list Fig 3 11 Tx Add Sequences Pre Shipper Shipper Workbench Go To ACTIONS Frame Shipper Workbench Level Order Ln Item Number Quantity UM Container Canc B O oO Shipper 12000 SH26 Ship To 10000 a so241 1 1 BB 100 0 EA no Add Sequences Order Quantity 100 EA Customer Job Automotive Delivery 5 ES Customer Sequence 111 P Customer Reference Customer Dock D1517 Line Feed Date 05 02 2007 Time el B O M Quantity UM Status Customer Build Date When you initially add a shipper line to a pre shipper shipper using this program the system always displays the Add Sequences frame This frame is used to add sequences to the pre shipper shipper In the Add Sequences frame press Add to add additional sequences to the pre FAQAD 116 User Guide QAD Scheduled Order Management b See Maintaining Sequences on a Pre Shipper Shipper on page 114 FAQAD shipper shipper The Add Sequences frame appears Use the Customer Job Sequence Reference Dock and Line Feed fields to indicate the sequence that should be added to the pre shipper shipper Only sequences from the active schedule release that are not marked as deleted picked or cross referenced can be added to the pre shipper shipper When you add a new sequence to the pre shipper shipper that sequence is marked as
78. are used by the customer to verify quantities and delivery times If there are discrepancies between the ASN you sent and the received items the customer changes the quantities and times accordingly and attaches the ASN to the next schedule release for your verification Receipt Qty The discrete quantity the customer received in the specified shipment Cum Receipt Qty The cumulative quantity for this item including this ASN shipper receipt FAQAD 68 User Guide QAD Scheduled Order Management Fig 2 14 Customer Plan Schedule Maintenance Schedule Detail Data Frame AQAD Schedule Detail Data Frame In the Schedule Detail Data frame you can view and edit the requirements sent by the customer on this release Customer Plan Schedule Maint Customer Plan Schedule Maint Go To Actions Schedule Detail Data Date Time Int Reference Quantity Q Cmt Rqm Det 03 09 2007 10 00 w WRC 1111 57 250 0 F NN N E E Int erval Indicate the interval this quantity requirement covers Values are D daily W weekly M monthly Q quarterly H half yearly Y yearly Weekly intervals bucket requirements into the first day of the week Monthly intervals bucket all requirements for the next month into the first Monday of the month Reference The reference number is used by the customer to identify a specific shipment or delivery quantity If this trading partner uses RAN numbers they display in this field Q A
79. ate indicates when the scheduled order line is no longer active You can modify the percentage or remove a record if the end effective date is earlier than the system date and the order is closed as long as remaining records equal 100 for each item or are 0 x Scheduled Order MRP io Maint Go To ACTIONS Ship To Site 10000 Item Number 20005 Effective 05 02 2007 Purchase Order Percents Order Percen t Linc End Effective POii21 o Processing Supplier Schedules Processing schedules involves three major steps 1 Creating a release of the schedule 2 Optionally modifying it 3 Transmitting it to the supplier by print EDI eCommerce or fax Creating a Schedule Release Use Schedule Update from MRP 5 5 3 1 to create releases of supplier schedules A release is a set of item quantities and requirement dates identified by a release ID number which is then sent to your supplier Schedule Update from MRP generates releases based on the following Planned purchase orders generated by MRP based on item requirements and due dates Item planning data such as safety days Scheduled order percentages defined for items and ship to sites in Scheduled Order MRP Maint 5 5 1 17 or Subcontract Order MRP Maint 5 5 1 21 Scheduled order data from Supplier Scheduled Order Maintenance 5 5 1 13 Supplier Schedules 143 Supplier calendars defined in Supplier Calendar Maintenance 5 5 1 1 Note MRP planned orders for a
80. ative 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 Start Effective Enter the start effective date of this order line item or accept the default The default is the System date if the header start effective date is earlier than or the same as the system date Header start effective date 1f the header start effective date is later than the system date The date cannot be blank and must within the range specified by the header Supplier Schedules 141 End Effective Enter the end effective date of this order line item leave blank or accept the default header End Effective date If blank there is no expiration for this line item If you enter a date it must be The same as or later than the line start date Before the header end date if it is a new line The system displays a warning if you change the end effective date and firm scheduled quantities exist outside of the date Note The system automatically sets the firm quantities to zero the next time you run Schedule Update from MRP 5 5 3 1 if you enter a line end effective date that is earlier than the previous date If this is your intention you should notify suppliers who are committed to the schedule of schedule cancellation of the firm quantities The end effective date displays on reports and inquiries Allocating Percentages
81. ause only two numbers are missing However with Maximum Tolerance set to 1 the same sequence generates a warning Customer Sequence Schedules 97 Some environments use alphanumeric sequence numbers In these cases set Check Sequence Tolerance to No because the system cannot check alphanumeric sequence range integrity The system issues a warning whenever the value is set to Yes and an alphanumeric sequence number is processed Maximum Tolerance Enter the maximum allowable size of the gap in consecutive sequence numbers on a schedule When Check Sequence Tolerance is Yes the system issues a warning when it detects numbering gaps greater than the value specified When Check Sequence Tolerance is No the system disregards this field Enter 0 zero to issue a warning whenever any gaps in sequence number are found Print Sequence Range on Shipper Specify whether to print the range of sequence numbers when printing shippers The range of sequence numbers included on the shipper prints immediately following the list of items being shipped Example You confirm and print a shipper that has 111 sequences The sequences included on the shipper are sequences 1 to 10 20 and 25 to 125 Set this value to Yes to print the following three sequence ranges on the shipper 01 to 10 20 to 20 25 to 125 Print Sequence Range on Invoice Specify whether to print the range of sequence numbers included on the invoice This is the same range printed on
82. ave the same release ID and have not been sent to the supplier Entering Yes ensures that the requirements in the two schedules always correspond Example Ona 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 This field sets the default value for the corresponding field in Supplier Controls Maintenance Setting Up Supplier Calendars If 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 b See Scheduled Orders on page 164 b See Quantity and Date Calculations on page 171 FAQAD 162 User Guide QAD Scheduled Order Management b See Requirement Bucketing on page 169 gt See Quantity and Date Calculations on page 171 Fig 5 3 Ship Delivery Time Maintenance 5 5 7 1 FAQAD schedule releases For suppliers that do not have supplier specific calendars the system uses the applicable shop calendar defined in Calendar Ma
83. ays Ship Delivery ime Code P Raw Auth Days Transport Days 0 Start Effective 05 02 2007 Safety Days 0 00 End Effective Supplier Item 2 Container Item P This pop up displays when Supplier Shipping Schedules is active P See Creating a Generate Ship Schedule From MHP This field indicates whether you Schedule Release TT 5 nerate supplier shipping schedules based on this order line from MRP on generate supplier shipping schedules based order line page 167 Important To generate a shipping schedule for a scheduled order line Schedule Days must have a nonzero value for that line No Only planning schedules are generated for this line FAQAD Supplier Shipping Schedules 167 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 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 Ship Delivery Time Code Enter the SDT code for Schedule Update from MRP to use to calculate exact delivery times on supplier shipping schedules 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
84. base Do this by setting Update to No When Update is Yes the cumulative totals are reset This action cannot be undone When you reset the totals you can also enter a new cum shipped start date This new date replaces the order s current cum start date specified in Supplier Scheduled Order Maintenance 5 5 1 13 Typically you reset cumulative orders to zero when the contract related to the order is renegotiated Scheduled order pricing is usually based on an agreed upon total cumulative order quantity When you renegotiate the price you normally renegotiate a new total for the cumulative order quantity Supplier Schedules 153 Deleting Supplier Scheduled Orders You can use Closed PO Delete Archive 5 23 to delete and archive scheduled orders that do not have an associated active or inactive schedule This program works like other delete archive programs in the system However to ensure that all records associated with the scheduled order are also deleted you must follow these steps 1 Delete all releases for the supplier schedule in Schedule Maintenance 5 5 3 3 2 Delete the MRP percentage in Scheduled Order MRP Maint 5 5 1 17 3 Delete the supplier scheduled order with Closed PO Delete Archive 5 23 If you delete or archive closed scheduled orders an error displays if the P See Effective order header end effective date Pues on page 125 Is later than or the same as the system date Does not fall within t
85. cates whether changes have been made to the scheduled order it has no default Item revision indicates changes Supplier Schedules 135 have been made to the engineering version of the item the level defaults from either Item Site Planning Maintenance 1 4 17 or Item Master Maintenance 1 4 1 When you copy a schedule line from another schedule line the new schedule line inherits the source item revision level and date When you export schedule information using the following programs the item revision level and item revision date from the schedule are included in the information Supplier Schedule Gateways 35 4 8 e 850 Purchase Order Export 35 4 9 Item Rev Date Specify the date the item revision level is effective The default is blank Fixed Price Indicate whether a price lookup should occur at scheduled order receipt or if you use Evaluated Receipts Settlement ERS whether the ERS Processor determines a new invoice cost for the line item when creating an invoice The difference between the extended cost entered on the PO and the extended cost determined by the ERS Processor for the supplier invoice is posted to the AP Variance account Yes The system does not look up prices during scheduled order receipt and the ERS processor does not determine a new invoice for the line item when creating a supplier invoice No The system looks up prices during scheduled order receipt and copies the value of this field to the re
86. ce 162 Ship Schedule Variance Compare 183 Ship to Cum Req field 30 Ship to Plan Schedule Compare 181 ship type 194 ship delivery patterns SDP 61 Shipment ASN Export 118 including customer sequence schedule information 118 shipment of materials 19 shipper and bill of lading 79 configured messages 40 confirming 77 container subsets 151 containing sequence information 112 containing sequences 112 defining 76 disabling pegging 80 editing before confirm 77 in trades sales process 18 maintaining pegged lines 81 pegging 12 printing 78 printing sequence numbers 97 replacing with labels 36 verifying 32 41 shipper confirmation automatic 16 Shipper Gateway 100 and customer sequence schedule information 99 pegging requirements 80 Shipper Unconfirm 117 119 shipping calendar open days 28 shipping detail data in supplier schedules 212 Shipping Label Definition Maintenance 36 template values 36 shipping labels 36 supplier scheduled receipts 148 Ship To field in trade sales order 192 Site Ship from ID Maintenance 38 SO Container Maintenance 116 using with customer sequence schedules 116 SO shipper automating generation 16 creating from ASN import 20 from inbound ASN 200 SO shipper confirmation 200 SO shipper ID 200 specific calendar for customer 33 standard pack quantity 140 Start Effective header field 130 subcontract items reports 214 Subcontract Order MRP Maintenance 127 141 subcontract visibility 214 supplier ASN 196 sup
87. ceiver If you use ERS the ERS processor determines a new invoice cost for the line item when creating a supplier invoice The quantity for scheduled order lines typically comes from planning shipping or required schedules For this reason scheduled order lines typically have a 0 zero quantity Since scheduled orders typically do not have an order quantity to determine a price PO costs on scheduled orders are not affected therefore this field has no effect for scheduled orders when you run Purchase Order Cost Update 5 19 During receipt the system does however look up new prices for scheduled order lines with a discount table and updates the PO cost based on the quantity that you receive FAQAD 136 User Guide QAD Scheduled Order Management Fig 4 6 Order Line Item Data Second Frame b See Effect of Firm Days on page 143 for more details FAQAD Work Order ID Enter the work order ID or cumulative order ID associated with a subcontract item If you use the Advanced Repetitive module you can leave this field blank The system validates this field when the order type is S and automatically updates the ID when it creates a cumulative ID in Advanced Repetitive transactions Operation Specify the operation code for the operation that the subcontractor performs If you use the Advanced Repetitive module you can leave this field blank The system validates this field when the order type is S and automatically
88. ces are imported through EDI eCommerce or the shipper gateway Referencing Sequence Lines on Scheduled Orders Use Customer Scheduled Order Maintenance 7 3 13 to create scheduled orders that reference sequence schedule lines Use the Sequenced field in the Order Data frame to indicate that the scheduled order references sequence schedule lines You cannot update the Sequenced field if Customer Sequence Schedules is not activated Trade Sales is set to Yes in Customer Scheduled Order Maintenance Customer Sequence Schedules 107 Fig 3 6 x Sequenced Field in Customer Scheduled Order Maint Go To ACTIONS Customer Scheduled Order Maintenance Ship From 10000 Order 50218 7 3 13 Ship To matcust Quality Products Div 1000 Order Data Ship Via P Taxable V FOB Point P Week Offset 0 Transport Days 0 00 Inv by Auth Trade Sales 7 Include Sat Sun Iv Customer Ref Is Customer Item Cumulative Print Invoice History v Consignment EDI Invoice History Bill To matcust 2 Print Pack List v Auto Inv Post M Comments Import Export AR Site 10000 P Channel P Sequencediiv Ship to Cum Req Cum v Dynamic Unpeg RSS Calendar Option 1 P Customer Shop Entered By mat Daybook Set sls P Currency USD Remarks Use this field to indicate whether the If this p e dd scheduled order contains sequences eid IS oISpray only When you update a scheduled order that has Sequenced set to Yes the Sequ
89. ch shipment container and container group All items including container items explode into inventory during barcode reader receiving Invoices The invoice lists quantity and item detail by order with extended pricing In some relationships the ASN is the only document transmitted It is treated as the receiving document and the invoice The ASN number becomes the shipper number and the invoice number referenced on payments Once you have determined how shipments from your suppliers are to be documented you can process receipts Recording a receipt updates three history records Purchase receipts nventory transactions Inventory GL costs Supplier Schedules 149 These records are used for accounts payable variance reporting and supplier performance reports If you receive deliveries from more than one supplier on the same day for the same order you should enter separate receipts to simplify management in accounts payable Note The receipt of a memo item on a scheduled order produces GL transactions with the same accounts as those produced for a memo item on a discrete purchase order Depending on the documents involved you use different programs If you need to manually enter receipts or confirm them use PO Shipper Maintenance 5 5 5 5 first You can also receive scheduled orders with Purchase Order Receipts 5 13 1 If you typically accept the ASN or receiving document without verification simply confir
90. chedule This value determines whether standard supplier schedules are exported via EDI When the Supplier Shipping Schedules module is activated this field is always No and cannot be updated When the Supplier Shipping Schedules module is disabled the default is Yes 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 Include EDI Only Schedules Enter No to export both EDI and non EDI schedules Supplier Shipping Schedule disregards the setting for EDI Schedules in Supplier Scheduled Order Maintenance and includes both EDI and non EDI supplier schedules for export Enter Yes to export only schedules that have EDI Schedules set to Yes in Supplier Scheduled Order Maintenance FAQAD 178 User Guide QAD Scheduled Order Management Fig 5 13 Schedule Print 5 5 3 8 FAQAD When this is No and the system cannot find valid associated settings in Trading Partner Parameter Maint 35 13 10 errors result By
91. cheduled Orders 0 0 0 eects 148 PO Shipper Maintenance 0 0 cece eee eee 149 PO Shipper Receipt 0 0 cee cee 150 Purchase Order Receipts 0 0 0c eee eee ee eee 150 PO Container Maintenance 0 0 cece eee eee 151 Cumulative Received Maintenance 0 0 00 e eee ee 151 Resetting Cumulative Quantities 0 2 eee ee eee ee 152 Deleting Supplier Scheduled Orders 2 2 00 0 0 0 e eee eee 153 Chapter5 Supplier Shipping Schedules 155 Introduction 223203 m tae ba pue eb adn g d ia we yess 156 Trade Sales Supplier Shipping and Planning Schedules 156 Types of Purchase Orders 0 0 cece eee ee eee 157 Supplier Schedules Example 0 0 0 0c eee eee eee 158 Ment Listing sc ccd iwc ode by aani ee aga V ah oe 158 Setting Up Supplier Schedules 0 0 0 eee eee eee 159 Setting Control Program Values 0 0 e eee eee eee 160 Setting Up Supplier Calendars 0 0 0 00 eee ee 161 Defining Ship Delivery Time SDT Codes 162 Defining Scheduled Order Defaults for Specific Suppliers 163 Scheduled Orders esc ruere tee UR tr RR e nete 164 Allocating Percentages for MRP 0 0c eee eee eee 167 Creating a Schedule Release from MRP 0 000000 ce eee eee 167 Firm and Planned Requirements 0 0 0 e eee eee 167 FAQAD Contents vii Req
92. 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 Because you are sending order quantities and planning data to your supplier you define requirements as either firm or planned quantities You can send all firm all planned or some of both The Firm Days field on the scheduled order line item determines the order status You can also export the firm or planned portions of schedules or both parts to an external application using Schedule Update from MRP Or you can use Export MRP Demand 5 5 3 2 to export planned and firm schedules directly from Schedule Update from MRP Note This export is not the same as the export done using functions on P See User Guide the EDI eCommerce menu Export MRP Demand creates business object po on z documents BODs Fig 4 8 zx Schedule Update Schedule Update from MRP Go To ACTIONS from MRP 5 5 3 1 Purchase Order 2 To Fe Item Number D To Ship To Fe To 2 Supplier P To P Buyer 2 To 2 Generate Planning Schedules F Generate Shipping Schedules 7 As of Date 05 02 2007 Wednesday Calendar Working Firm Days Calendar Report Detail Summary Summary gt Print Exceptions Only Iv Update Output Batch ID Effect of Firm Days The schedule update process automatically applies firm status to any r
93. cted with menu security If a discrepancy between cumulative customer receipts and your cumulative shipped quantities occurs this is accommodated in the process of making a scheduled release active However the Adjust option can be useful for a discrepancy adjustment that occurs solely on your end of the trading relationship such as the addition or removal of items after shipper confirmation and before ASN export FAQAD 152 User Guide QAD Scheduled Order Management Fig 4 10 Cum Received Reset to Zero 5 5 5 14 FAQAD Resetting Cumulative Quantities Use Cum Received Reset to Zero 5 5 5 14 to reset the cumulative totals for scheduled orders and generate a report showing which orders were reset You can reset one or a range of scheduled orders Select scheduled orders for reset using order number item number supplier ship to or buyer Cum Received Reset to Zero 3 Cum Received Reset to Zero Go To ACTIONS Purchase Order P To P Item Number P To P Supplier D To D Ship To D To FS Buyer 2 To 2 Update Cum Shipped Start Date 05 02 2007 Remarks Sort Option 1 1 By Ship To Supplier Item PO 2 By Item Ship To Supplier PO 3 By PO Item Output Batch ID 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 data
94. customer RANS or other details to trade sales suppliers you must capture and forward the details separately QAD 214 User Guide QAD Scheduled Order Management Table 7 1 Trade Sales Supplier Schedule Reports Inquiries b See page 211 Fig 7 4 eCommerce Manager 35 5 and 35 22 13 FAQAD Viewing Trade Sales Schedules Table 7 1 lists reports and inquiries you can use to view or track trade sales supplier planning or shipping schedules You can use the reporting programs to review a supplier s planning or shipping schedule before exporting it Report Inquiry Menu Number Schedule Inquiry 5 5 3 4 Schedule History Inquiry 5 5 3 5 Schedule Report 5 5 3 13 Schedule Comparative 3 5 3 15 Schedule Authorization Report 5 5 3017 Note To change a trade sales supplier planning or shipping schedule modify the trade sales active customer planning or shipping schedule Exporting Supplier Schedules You run eCommerce Manager 35 5 and 35 22 13 to automatically export queued system created supplier schedules to trade sales suppliers Figure 7 4 shows you the option to specify for trade sales schedule processing x eCommerce Manager Go To Actions Polling Frequency per Hour 0 Hours of Polling 4 00 Export ASN Import Files Export PO Export PO Change Export PO Ack Export PO Change Ack EXPORT SUPP SCH v Print Details v Print F
95. customer schedule EDI document may be necessary for import You can pass information from an EDI received customer schedule directly to the trade sales supplier without importing it by using the EDI eCommerce turnaround data feature Use the frame that sets up capture of turnaround data in EDI eCommerce Implementation Definition Maintenance 35 15 13 Specify inbound and outbound schedule data as type T The gateway for the inbound document places the data in the turnaround repository while the gateway for the outbound document retrieves the data from the turnaround repository Generating and Processing Schedules 211 Creating Customer Schedules You create a customer planning schedule in Customer Plan Schedule Maint 7 5 1 You create a customer shipping schedule in Customer Ship Schedule Maint 7 5 2 You can create a new customer planning or shipping schedule for a trade sales order and make that schedule the active trade sales release When you do this the system automatically creates matching supplier planning or shipping schedules Note You make a schedule active by specifying Yes to Make Current Schedule Active in the last frame of the customer schedule maintenance programs Modifying a Nonactive Trade Sales Customer Schedule You modify trade sales customer schedules in Customer Plan Schedule Maint 7 5 1 or Customer Ship Schedule Maint 7 5 2 When you change any field on the currently active customer planning or shippin
96. d v Raw Qty 0 0 Raw Start 03 01 2007 Raw End v Fab Qty Raw Qty The quantity of this item in end item terms that the customer authorizes you to fabricate Fab Qty or purchase materials for Raw Qty as of this scheduled release The quantity and dates are used by the Schedule Authorization Report 7 5 12 which calculates the largest fab and raw authorizations by item and order Fab Start End Raw Start End Start and end date for these authorizations Some customers send dates others quantities Creating a Required Ship Schedule At any point during schedule processing you can use Required Ship Schedule Maintenance 7 5 3 to edit the active or any other required ship schedule release To call up the active schedule release select the correct order and click Next In the Release ID field click Next again to open the active release You can create the RSS based on both the manufacturing and customer calendars or to better accommodate your customer shipping requirements you can create the RSS based on e A customer ship to calendar only No calendar To run the schedule update use either Required Ship Schedule Update 7 5 5 or Selective Req Ship Sched Update 7 5 6 The system records the source of the requirement either a shipping or planning schedule This information displays in the output of the update functions Customer Schedules 71 Netting Logic Impact on RSS The update creates a required ship schedu
97. d Con vx Supplier Shipping Sched Control Go To ACTIONS Enable Shipping Schedule Generate Ship Schedule From MRP Auto Update Plan From Ship Send Zero Requirements Firm Days Schedule Days Schedule Weeks Schedule Months Fab Auth Days Raw Auth Days oj ejerereyje a 243 aix 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 Supplier Shipping Schedules 161 Generate Ship Schedule 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 5 5 7 4 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 changed 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 h
98. d Order Management b See Determining Your ASN Process on page 196 b See User Guide QAD EDI eCommerce FAQAD Export ASN Indicate Yes or No to export ASNs that the system queues for export to the customer The system queues ASNs for export when it processes trade sales or Enterprise Material Transfer EMT orders No the default Do not export ASNs during this session Yes Export ASNs during this session The system sends ASNs in the queue to both trade sales customers and EMT business units Automating the Trade Sales ASN Process To completely automate the trade sales process after you set up parameters in Trading Partner Parameter Maint use the following procedure 1 In eCommerce Manager 35 5 set these fields Export ASN to Yes Import Files to Yes All other fields to No 2 Specify the number of hours you want EDI eCommerce to run 3 Specify the intervals at which EDI eCommerce checks the queues for documents that require exporting or importing Example Set fields as listed in step 1 Set Polling Frequency Per Hour to 1 and Hours of Polling to 24 For the next 24 hours EDI eCommerce imports ASNs received from the trade sales suppliers The system creates the shipping documents automatically once EDI eCommerce imports the ASN EDI eCommerce checks the queue for ASNs to export and sends any in the queue to the customer No intervention is required by you during the 24 hours You can also automatic
99. d as deleted or sequences that have already been cross referenced to previously picked shipped sequences After indicating the ship from and ship to sites use the selection criteria on the Picked Shipped Sequence frame to select the sequence that was previously picked Use Next Previous to scroll through all the sequence schedule releases and lines that exist for the ship to and ship from site combination FAQAD 106 User Guide QAD Scheduled Order Management Fig 3 5 Sequence Cross Ref Maintenance 7 5 4 13 b See Trade Sales on page 48 FAQAD Hu Sequence Cross Ref Maintenance Go To Actions Ship From E Ship To P Picked Shipped Sequence Shipped Release ID Shipped Jab Shipped Sequence Shipped Item Number Shipped Reference Shipped Dock Shipped Line Feed Scheduled Date Scheduled Time Picked M Shipped M Shipper ID The Linked Sequence frame displays next The field values on this frame refer to the information for the duplicate sequence on the new sequence schedule release Enter the appropriate values as needed The system creates a cross reference link from the picked sequence to the duplicate sequence The new cross referenced sequence cannot be picked The system considers this sequence to be a closed requirement Use Sequence Cross Reference Report 7 5 4 14 to report the cross reference records you create manually as well as any cross reference records created automatically when sequen
100. d cost update 135 Scheduled Order Inquiry 195 scheduled order management 5 21 Scheduled Order MRP Maintenance 141 167 Scheduled Order Report 126 schedules overlapping 9 overview 8 FAQAD 222 User Guide QAD Scheduled Order Management planning 9 shipping 8 updating 10 SDP See ship delivery pattern SDP SDT See ship delivery time SDT Selective Req Ship Sched Update 71 Selective Required Ship Schedule Update 112 Send EDI ASNs field 197 Send EDI Plan Schedules field 208 Send EDI Ship Schedules field 208 Sequence Cross Ref Maintenance 105 Sequence Cross Reference Report 106 Sequence Pre Shipper Automatic 113 Sequence Schedule Detail Delete 103 Sequence Schedule Inquiry 104 Sequence Schedule Maintenance 100 103 Sequence Detail Data frame 103 Sequence Schedule Report 104 Sequence Schedule Variance Report 104 sequence schedules duplicate requirements 105 modifying 100 reports 104 with trade sales 48 workflow 12 Sequenced field 48 193 sequenced schedules and trade sales 193 Sequences Per Container 101 setting up configured messages 41 customer calendars 33 customer order periods 35 customer schedules 11 31 items for trade sales 190 retrobills 86 sequence schedules 12 supplier calendars 161 supplier schedules 127 159 supplier specific data for EDI 176 trade sales 189 trading partner parameters 197 severity level configured messages 44 ship delivery time SDT 162 Ship Delivery Time Maintenan
101. der is open The date you enter here defaults to the line End Effective field You can close a scheduled order by assigning a date that is earlier than the system date When you do You cannot add new lines to the order The system automatically closes lines with an end date earlier than the date you specify The system makes all lines with an end date later than the date you specify inactive Supplier Schedules 131 Although the system warns you that the order lines are inactive you can still change information on the order You cannot add new lines though Zero Schedules Enter the number of zero schedules the system generates for a supplier when an order is active but no demand exists A zero schedule is a one line schedule for zero quantities that suppliers still receive and process until some agreed upon point in time when the customer stops sending the zero quantity schedules You can enter a zero so that the system never creates a zero schedule The system uses the Zero Schedules field to determine if the maximum number of zero schedules has been generated for a scheduled order line before creating a new zero schedule in Schedule Update From MRP 5 5 3 1 The system stops generating zero schedules for the combined supplier order and line when it reaches the number you specify Note The system count of zero schedules does not include zero schedules you manually create in schedule maintenance programs This field de
102. does not affect inventory and does not create an Inventory GL transaction For a non inventory item type defaults to M memo Memo items are expensed or capitalized upon receipt depending on the Purchases account for the item Memo items have no effect on MRP S Subcontract This line item is for a subcontract operation A work order number lot ID and operation are specified on the order and on the receipt When the receipt is processed work order operation status is updated and a GL transaction debits the WIP account from the work order B Blanket This line item is for a blanket order The system sets the line type to B in Blanket Order Maintenance and you cannot change it You cannot specify B on any other type of order Supplier schedules are designed to track the ongoing agreement between supplier and customer for inventory or subcontract items Therefore Type codes in Supplier Scheduled Order Maintenance 5 5 1 13 are typically blank inventory or subcontract Item Revision Enter the code representing the revision level of the item This field is validated against predefined values entered in Generalized Codes Maintenance 36 2 13 for field pod rev This field defaults from the Revision field in Item Site Planning Maintenance 1 4 17 If no revision exists there it defaults from the Revision field in Item Master Maintenance 1 4 1 Do not confuse the header order revision with the line item revision Order revision indi
103. dule Maint if you try Numerics 1 4 1 189 1 16 189 1 19 189 2 1 1 34 5 5 1 201 5 5 1 1 128 161 5 5 1 13 33 129 164 5 5 1 14 195 5 5 1 15 126 5 5 1 16 126 5 5 1 17 141 167 5 5 1 21 127 141 5 5 1 24 127 5 5 3 201 5 5 3 1 192 206 5 5 3 4 214 5 5 3 5 214 5 5 3 8 137 146 176 5 5 3 9 146 176 5 5 3 13 214 5 5 3 15 182 214 5 5 3 17 214 5 5 3 23 183 5 5 5 11 150 5 5 5 13 151 5 5 5 14 152 5 5 7 1 162 5 5 7 4 163 5 5 7 6 173 5 5 7 7 173 5 5 7 13 183 5 5 7 14 181 5 5 7 24 160 5 19 135 7 3 201 7 3 1 33 35 7 3 6 35 Index 7 3 10 38 7 3 11 36 7 3 13 34 45 106 189 7 3 23 190 7 3 24 30 34 38 7 5 1 64 71 30 7 5 2 64 71 7 5 3 30 70 71 7 5 4 1 98 94 7 5 4 5 100 7 5 4 6 104 7 5 4 7 104 7 5 4 10 113 7 5 4 13 105 106 7 5 4 16 104 7 5 4 17 105 7 5 4 22 103 7 5 4 24 94 7 5 5 34 52 71 108 7 5 6 34 52 71 112 7 5 18 83 7 7 5 116 7 9 1 113 7 9 2 114 7 9 4 116 117 7 9 5 117 119 7 9 8 117 7 9 16 83 7 9 20 116 7 9 21 117 119 7 9 22 99 100 7 9 24 34 200 7 13 4 118 7 13 12 119 7 13 13 1 85 7 13 13 2 86 7 13 13 3 86 88 35 1 71 100 QAD 218 User Guide QAD Scheduled Order Management 35 4 3 118 35 4 8 146 176 35 13 10 176 190 197 35 15 13 210 35 21 1 100 35 21 4 1 118 36 4 6 40 36 4 10 42 A accounts payable AP variance reporting 149 addresses for docks 35 advance ship notice ASN Customer Plan Schedule Maintenance 66 determining process 196 docum
104. dule release ID to use in Sequence Schedule Release ID Only sequence lines associated with the specific scheduled order lines are used Required ship schedules that include sequence schedule data are generated as described in the previous section x Selective Req Ship Sched Update Go To ACTIONS Ship From 10000 Order 50234 Line 1 Ship To 10024AB Quality Products Div 1000 Item Number TT 500L L model wire clip UM EA PO Number Customer Ref Model Year Ship Schedule Release ID FS Plan Schedule Release ID P L_ Sequence Schedule Release ID Report v Update Output Fields added by Customer Sequence Schedules Including Sequences on Picklists and Pre Shippers Use Picklist Pre Shipper Automatic 7 9 1 to build shippers with or without sequence data To generate a shipper containing sequences the system follows these steps Determines the open quantity from the unpicked sequences in the sequence schedule using the number specified in Firm Days to limit the number of sequences from the active release to include The open quantity does not include any sequences that have been picked cross referenced or have Deleted set to Yes Performs allocations and picks inventory for the open quantity marking each sequence as picked Moves picked sequences into multiple pre shippers if either or both line feed and customer dock are specified Customer Sequence Schedules 113 Prints each pre shipper with
105. e release date time firm plan setting and reference the incoming amount is added to the current value R The matching forecast replaces the current value D The current value is set to 0 zero Other value or blank The matching forecast replaces the current value Report Output When Report Detail Summary is set to Detail in Required Ship Schedule Update the entire calculation prints an audit trail The update function can be run in preview mode first by setting Update to No When Update is Yes a required ship schedule is created and the release ID incremented You can rerun a schedule update by specifying the release ID of the order Viewing Schedule Information The system supplies a number of reports for viewing schedule information Each displays the source of the requirement ship or plan schedule received through loading EDI schedules Schedule Inquiry 7 5 8 Schedule History Inquiry 7 5 9 Schedule Report 7 5 10 Customer Schedules 75 Running MRP You are now ready to run MRP to explode demand and schedule P See User Guide OAD component orders Manufacturing Processing Shipments Use Sales Order Shipper Maintenance 7 9 8 to specify what is going to be shipped However since some time may elapse between the actual shipment and the creation of the shipper use Pre Shipper Shipper Confirm 7 9 5 to execute shipment A shipment consists of multiple items which can be end items or container
106. e Delivery Data frame in Customer Scheduled Order Maintenance The shipping schedule is appended to the end of these sequence schedule days The beginning of the ship schedule is replaced by the number of days specified in Firm Days on the scheduled order Option 2 Use Planning Schedule The RSS is made up of the sequence schedule days specified The planning schedule is appended to the end of the sequence schedule dates The beginning of the planning schedule is replaced by the number of days specified in Firm Days on the scheduled order Option 3 Replace Logic The RSS is made up of the sequence schedule days specified followed by the shipping schedule then the planning schedule If you are using this option and Use Ship Plan PCR is Yes in Customer Schedules Control 7 3 24 the system maintains cumulative quantities for the sequence shipping planning and required ship schedules The cumulative quantity for the previous week s planning schedule prior cumulative quantity is compared with the current RSS cumulative quantity If there is a difference because the planning schedule cumulative quantity is greater the system adds this difference to the current week s planning schedule cumulative quantity This assures that the current week s planning schedule cumulative quantity is always up to date Option 4 Consume Logic The RSS is made up of the sequence schedule days specified followed by the shipping schedule then the p
107. e Shipped Maintenance Use Cumulative Shipped Maintenance 7 5 16 to correct cumulative shipped quantities or reset the quantities on the order line item to zero as might be done for an accounting close This program is typically not used often and should be restricted with menu security Enter the customer PO line item and line number Choose Adjust to correct a quantity problem Choose Reset to set both cum quantities to Zero Adjustments are typically made when an ASN is returned showing a quantity different than you shipped If the ASN reflects the most recent shipment adjust the Cum Shipped quantity If another shipment has since gone out adjust the Prior Day Cum Shipped quantity Adjusting quantities creates a CUM SAD J transaction in transaction history Resetting Cumulative Quantities Use Cum Shipped Reset 7 5 18 to reset the cumulative totals for scheduled orders and to generate a summary or detail report showing the updated order You can reset one or a range of scheduled orders based on the selection criteria This action cannot be undone 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 Do this by setting Update to No When Update is Yes the cumulative totals are reset FAQAD 84 User Guide QAD Scheduled Order Management Include manual ad
108. e a user defined verification execution program or choose one of the five sample programs provided Define entries in Configured Message Maintenance Multiple entries for the same verification program can exist with different message sequence numbers Create the shipper manually using Pre Shipper Shipper Workbench 7 9 2 or automatically using Picklist Pre Shipper Automatic 7 9 1 or Shipper Gateway 7 9 22 If the shipper is created in Shipper Gateway or Picklist Pre Shipper Automatic verification is run automatically Warning or error messages are displayed to the terminal or routed to a destination file name or print device If changes are made to the shipper or it is created in Pre Shipper Shipper Workbench manually verify it using Manual SO Shipper Verification 7 9 10 Optionally print the Config Msg Verif Report 36 4 6 14 for a list of execution programs and the sequence in which they were run Configured Message Maintenance Use Configured Message Maintenance 36 4 6 13 to create configured message entries Make the entries specific by adding a site and address or generic by leaving site and address blank If Site and Address fields are blank the verification program applies to every site customer and ship to Provide more information to make shipper verification trading partner specific More specific entries are used first FAQAD 44 User Guide QAD Scheduled Order Management Fig 2 5 Configured
109. e releases b See User Guide Additionally you can use the Self Billing module to receive payments ie Financials based on the customer reference number associated with each sequence FAQAD Customer Sequence Schedules 91 Reviewing Customer Sequence Schedules Sequence schedules have specific characteristics The schedule is typically made up of one or more days Each day contains a sequenced list of items to be delivered The schedule contains one or more items The sample schedule in Table 3 1 contains different types of seats by color and style For other suppliers such as an air conditioner supplier with a single product the schedule contains one item Each item in the schedule is a separately orderable item and is already defined by a customer scheduled order line Scheduled order number and line are not part of the sequence schedule transmission The customer purchase order number is part of the transmission Each sequence within the schedule contains one or more items In Table 3 1 since a vehicle needs both front and rear seats the schedule identifies both items as a combination by giving them the same sequence number Notice that the vehicle identification numbers VIN are the same for matching sequences Each item within the sequence can be delivered to different line feed locations The schedule in Table 3 1 has two line feeds one for the front seats LF210 and one for the back seats LF211 The seats are required
110. e site to receive that item Unique line numbers enable you to enter more than one schedule line for the same item if needed as long as each line has a different ship to site Supplier Scheduled Order Ma X Supplier Scheduled Order Maint Go To ACTIONS Purchase Order P1131 Supplier 5010 Wholesale Supply Co Item Number 2 Ship To Site D Line 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 Figure 4 5 depicts the frame Fields that impact schedule processing are described after the figure Supplier Schedules 133 Fig 4 5 3 NB eaten upplier Schedule rder Ma Data First Frame Supplier Scheduled Order Maint Go To ACTIONS Purchase Order P1121 Supplier 5000 Acme Supply Co Item Number 2005 Ship To Site 10000 Line 1 Order Line Item Data Discount Tbl Fs Update Current Cost v Unit Cost 0 00 Location P Pur Acct 5100 2 99 2 P Fixed Price v Taxable Fa Unit of Measure P Type M UM Conversion 1 0000 Consignment F Work Order ID PO Revision Operation 0 Item Rev Date M Subcontract Type Discount Tbl Enter the discount table for this order You cannot leave this field blank if you set Schedule Discount Table Req to Yes in Purchasing Control The system uses the current date for price list Start and Expire Date comparisons For scheduled ord
111. e zero schedules you manually create in schedule maintenance programs You set the number of zero schedules the system generates for a supplier See Zero when an order is active but no demand exists in Supplier Schedule earns un Control 5 5 1 24 This value defaults to the same named field in PEIUS Supplier Scheduled Order Maintenance 5 5 1 13 Setting Up Supplier Schedules To use supplier schedules you must set up the same baseline data required for purchase orders including purchased items and supplier addresses MRP uses item parameters specified in Item Master Maintenance 1 4 1 to create planned purchase orders for scheduled items These orders contain due dates release dates and order quantities Setting Control Program Values Use Supplier Schedule Control 5 5 1 24 to define default values for release IDs and zero schedules FAQAD 128 User Guide QAD Scheduled Order Management Fig 4 2 Supplier Schedule Control 5 5 1 24 b See Zero Schedules on page 131 AQAD Supplier Schedule Control X Supplier Schedule Control Go To ACTIONS Generate Date Based Release ID Zero Schedules 0 Generate Date Based Release ID Specify whether Schedule Update from MRP generates a date based release ID instead of a numeric release ID The system generates date based release IDs using the current date plus an incrementing integer value For example Schedule Update from MRP generates a schedule on
112. ease the system prompts you to make the new schedule active Normally sequences are not created at the supplier site Most customer delivery sequence information is imported into the system using EDI eCommerce Many of the fields in the Sequence Detail Data frame are used as reference by the customer and have little impact on your processing of the order You can optionally use the customer defined Customer Dock and Line Feed field values as sort criteria when generating pre shippers and shippers The combination of Item Number Customer Dock Line Feed and Customer Reference must be unique Customer Reference is a required field This is the customer assigned reference number for this sequence schedule line For example in the automotive industry the customer reference is typically the Vehicle Identification Number VIN The Line Item Customer Ref field is a similar field however you use it to enter the customer assigned reference number for the line item This is typically the number the customer uses to refer to the item identified by the system item number If Customer Ref is Customer Item is Yes for the scheduled order the line item reference must be a valid customer number defined in Customer Item Maintenance 1 16 Reporting Sequence Schedule Information Use the following reports to review and compare sequence schedule information Use Sequence Schedule Inquiry 7 5 4 6 to display all sequences on a sequence schedule re
113. ed quantities as shown in Figure 5 7 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 we 1 49 4500 1 150 120 200 Sis o o i 1000 1 150 120 200 L Sr a 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 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 2 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 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
114. ed here the system does the following Calculates the difference between this value and the value indicated on the scheduled order line Buckets the daily sequenced requirements on the RSS for the number of days indicated on the scheduled order line Updating the Required Ship Schedule Use Required Ship Schedule Update 7 5 5 to generate a new release of the RSS If Include Seq in Req Ship Schedule is Yes on the scheduled order the number of firm days indicated are included in the new RSS release This program updates the RSS release with sequence schedule data only if Sequenced is Yes in the scheduled order being processed When you process a scheduled order line the system checks whether it is associated with a sequence schedule line This is determined by the Sequenced field setting in Customer Scheduled Order Maintenance 7 3 13 Note Sequenced schedules are not supported when using a trade sales arrangement therefore if Trade Sales is Yes the Sequenced field is displayed only in Customer Scheduled Order Maintenance If the scheduled order line is part of a sequence schedule and Sequenced is Yes sequence schedule specific netting logic is used to create the RSS release Netting logic methods work differently when sequences are associated with the scheduled order line Customer Sequence Schedules 109 Option 1 Use Shipping Schedule The RSS is made up of the sequence schedule days specified in Firm Days in the Sequenc
115. ed on the electronically transmitted ASN with no receipt processing and no inspection Often the dock address where deliveries are made is the point on the production line where the items are going to be used and their arrival time is coincident with the time the first item is needed for production Whether ASNs are sent for this particular customer is controlled by the Send EDI ASNs field in Trading Partner Parameter Maintenance 35 13 10 7 Print transmit the invoice using either Invoice Post and Print 7 13 4 Invoice Print and Reprint 7 13 12 or Invoice Export 35 4 3 Note Authorization numbers are included on the printed invoice The Print Invoice History field determines whether the invoice can be selected for printing The EDI Invoice History field which defaults from the customer s record in Trading Partner Parameter Maintenance 35 13 10 determines whether invoices are transmitted using EDI When invoices are neither printed nor transmitted the customer makes payments against ASNs When printed invoices are permitted and the scheduled order is marked for auto invoicing confirming the shipper generates an invoice and then closes it This is equivalent to the standard posting and printing steps This enables you to make several daily or weekly shipments without requiring any specific invoicing tasks You can print the closed invoices at the end of the day week or month using Invoice Print and Reprint 7 13 12 Print
116. ee ee 80 Consuming Requirements 0 0 cee eee eee eee 82 Cumulative Shipped Maintenance 0 0 ee eee eee 83 Resetting Cumulative Quantities 0 0 eee eee eee 83 Adjusting Prices with Retrobills 0 0 0 02 eee eee eee 85 Retrobill Process 2122s 204 stad nea stg Seda do eda ee alta 86 FAQAD Contents Retrobill Maintenance 0 0 0 0 cece eects 86 Retrobill Report 0 cece eee nee 88 Chapter 3 Customer Sequence Schedules 89 ciu MC mE 90 Customer Sequence Schedules Features 0 0000 90 Reviewing Customer Sequence Schedules usu 91 Sequence Schedule Programs leleeeee sess 92 Setting Up Customer Sequence Schedules 020 e eens 94 Setting Control Program Values 0 0 0 cee eee eee 94 Creating Customer Specific Defaults 0 0 0 98 Using Customer Sequence Schedules 00 0 c eee eee eee ee 99 Importing Shipping Data from External Systems 99 Modifying a Sequence Schedule Release 100 Managing Duplicate Sequence Requirements 105 Referencing Sequence Lines on Scheduled Orders 106 Updating the Required Ship Schedule 0 004 108 Including Sequences on Picklists and Pre Shippers 112 Creating Sequenced Pre Shippers 0 0 00 00 00 eee eee 113 M
117. eek 1 through week 4 The overlap week where planning and shipping calendars must be reconciled is week 2 A planned PCR quantity of 100 and a shipped PCR quantity of 200 exist The quantities are shown in Table 2 2 Table 2 2 Week 1 Week 2 Week 3 Week 4 PRC Example Shop Calendar M Tu W M Tu W Shipping Schedule 10 10 10 5 5 5 Planning Schedule 50 50 50 50 PCR Planned 200 Shipped 100 RSS 10 10 10 5 5 5 155 The 155 quantity adjustment on Monday of week 3 is based on planned quantities ship quantities In the example 155 300 planned quantities 145 shipped quantities where 300 plan PCR 200 week 1 plan 50 week 2 plan 50 145 ship PCR 100 week 1 ship 30 week 2 ship 15 The plan and ship quantities are totals from the prior cum date to the last day of the last overlap week In the example the prior cum date is the day before Week 1 begins Setting Up Customer Schedules To use customer schedules you must set up the same baseline data required for sales orders including items and customers If you plan to use shipping containers you must also set up the container items in Item Master Maintenance 1 4 1 Within customer schedules a number of additional kinds of data can be set up to streamline order processing Most setup functions are found on the Customer Schedules Setup Menu 7 3 Figure 2 1 illustrates the flow of
118. enced Delivery Data frame displays Use this frame to specify whether sequence schedule data should be included when generating the required ship schedule RSS and if so how many firm days of that data should be used Fig 3 7 Sequenced Delivery Data Ship From 10000 Order 50193 F Ship To 4020 SSC Inc rame Sequenced Delivery Data Include Seq in Req Ship Sched v Firm Days 0 Include Seq in Req Ship Schedule Indicate whether sequence delivery data should be included when the RSS is generated This value defaults from the customer control record if one exists or Sequence Schedule Control Firm Days When Include Seq in Req Ship Schedule is Yes this field indicates the number of firm day requirements from the sequence schedule that Required Ship Schedule Update or Selective Req Ship Sched Update should include when generating the RSS FAQAD 108 User Guide QAD Scheduled Order Management See Sequenced on page 47 b See Netting Logic on page 61 FAQAD Firm Days defaults from the customer control record if one exists or Sequence Schedule Control When you enter more days than are available on the sequence schedule the maximum available days are used Enter 0 zero to indicate that all available sequence schedule days should be included This value affects the way requirements are bucketed on the RSS When the Req Sched Days value indicated on the scheduled order line exceeds the days indicat
119. encing the release ID of each The highest of each type is determined by the highest quantity or the latest end date Customer Item Enter the item number used by the customer This number appears on ASNs and invoices in place of your internal item number The value that displays in this field defaults from the Item field or Customer Ref field Container Item Specify an optional container item number used for shipping the scheduled order item Required Ship Schedule Detail Report 7 5 14 displays this number if defined You can specify Yes or No in the Alternates field to add edit or delete alternate containers for the container item you specify If Yes the Alternate Containers frame displays for input and you can add up to seven additional container items Charge Type Enter the charge type to use when applying charges to this container Define charge types in Charge Type Maintenance 7 22 1 This field defaults first from Ship To Container Charge Maintenance 7 22 5 if a record has been defined for the ship to address and container item combination Otherwise it defaults from Container Item Maintenance 7 22 10 Dock Optionally enter a valid dock address for this customer ship to address Items are delivered to this dock Start and End Effective Optional dates controlling the introduction and duration of this line item on the order Warning messages display for orders released before or after the effective dates Max Orde
120. enerated 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 Use a positive number in the field if you have an agreement with this supplier that requirements will not change within a specified time period Important To avoid schedule discrepancies between printed bucketed schedules and the actual required schedule firm days should never exceed the number of days specified in the Schedule Days field Supplier Schedules 145 Schedule Adjustment for Work Days On receipt of your scheduled release the supplier is responsible for recalculating its own plans If as a customer you do not set up a supplier calendar or if you use a ship delivery pattern that permits shipments on any day of the week your schedule update process may create requirements on days when you or the supplier are closed The supplier would then reschedule the quantity requirement to the next earlier date when the supplier is open and you are open to receive it 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 3 Back schedule for Supplier Calendar from ship delivery schedule 4 Allocate planned order quantities by percentage to this supplier from
121. ents created when imported 199 exporting to customers 201 importing 199 overview in trade sales 16 queueing for export to customer 198 scheduled shipments 78 supplier schedules 148 Application document definition 196 archive delete schedule orders 153 supplier scheduled orders 153 supplier schedules 183 trade sales orders 203 ASN See advanced ship notice ASN authorization numbers 40 category for 40 required ship schedule generation 72 schedule import 64 schedule maintenance 69 shipment pegging 81 unique days for 54 automatically exporting schedules 214 B Bill of Lading Print customer schedules 79 billing in trade sales 19 bucketing customer schedules 68 supplier planning schedules 170 supplier schedules 147 169 supplier shipping schedules 169 C calendar options creating RSS from options 70 with netting logic and RSS 29 calendars customer 33 supplier 128 161 capturing data from import 210 category requirement detail 40 Check Sequence Tolerance 101 Check Sequence Tolerance field 96 Closed Invoice Reprint invoice history 50 closing scheduled orders 153 complete automation of trade sales 216 Config Msg Verif Report 42 Configured Message Maintenance 40 field descriptions 43 configured messages advance ship notice ASN 40 sample execution files 41 setting up 43 consigned trade sales orders 195 Consignment field in scheduled order 196 Container Workbench customer schedules 76 Container Shipper Control
122. equirements within the time fence set by the Firm Days field All planned orders outside this 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 FAQAD 144 User Guide QAD Scheduled Order Management FAQAD 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 When you run MRP again it plans or replans orders for scheduled requirements that are now within its planning horizon Executing Schedule Update from MRP adds the planned orders firming any that now fall within the Firm Days period If requirements change you may need to manually adjust the firm quantities in Schedule Maintenance 5 5 3 3 If 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 If 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 setting Firm Days to zero on scheduled order lines When Firm Days is zero Firm requirements are not g
123. er and importing and exporting ASNs Creating and processing a trade sales order and importing exporting ASNS constitute basic trade sales operations That is you can have a complete trade sales agreement based only on an existing trade sales order the import of trade sales supplier ASNs through EDI and the export of ASNs to the customer through EDI Additional chapters in this guide describe other aspects of the trade sales process that further expand capabilities and add additional trade sales functionality Trade Sales Features After you activate the optional Trade Sales module in Trade Sales Control 7 3 23 use trade sales to Easily identify a customer scheduled order as a trade sales contract Automatically create a supplier scheduled order for items listed on a customer scheduled order that you identified as a trade sales contract Automatically create a matching trade sales supplier planning schedule when you import or create a trade sales customer planning schedule Automatically create a matching trade sales supplier shipping schedule when you import or create a trade sales customer shipping schedule Automatically create a matching supplier shipping or planning schedule when you reactivate an existing schedule of a customer trade sales order line Automatically set the newly created schedule as the active release Optionally automatically queue and export newly created supplier planning and shipping schedules to
124. er Revision field 131 Retrobill Inquiry 86 Retrobill Maintenance 85 Retrobill Report 86 88 retrobills debit credit invoices by line or order 88 defining terms 87 manually entering a debit credit number 88 setting up 86 role of tier one supplier 16 Index 221 RSS Calendar Option field 34 RSS See required ship schedule RSS See required ship schedule RSS running required ship schedule 71 S sales order shipper dock addresses 35 maintaining sequences 117 using with customer sequence schedules 117 with customer schedules 75 Sales Order Shipper Maintenance 117 Schedule Authorization Report 214 quantities 70 Schedule Comparative 182 Schedule Comparative Report 214 Schedule Delete Archive 183 Schedule History Inquiry 214 Schedule Inquiry 214 Schedule Order Default field 95 Schedule Print 137 146 176 178 Schedule Print in Fax Format 146 176 179 schedule processing overview 206 schedule releases overview in trade sales 18 Schedule Report 214 resource authorizations 60 Schedule Update from MRP 192 206 bucketing requirements 169 calculations 145 171 firm days 136 firm days effect 168 report options 172 scheduled order active and inactive 125 allocation percentages 141 characteristics 125 effective date processing 125 firm requirements 144 Item Rev Date field 135 line items 132 Order Rev Date field 132 receiving 148 receiving with fixed prices 149 sequenced scheduled orders 106 zero quantity an
125. er Verification Go To Actions Ship From ID D Pre Shipper Shipper Shipper x Number 2 Output Entries are based on the verification calling program message number message sequence execution file and severity level You can set up messages based on language code site and address Set up generic entries by leaving Site and Address blank Define trading partner specific entries by entering a site code customer ID or ship to code Sample Configured Message Files Table 2 4 lists the five sample shipper verification programs supplied with the system or you can specify your own There are many other conditions you may need to verify such as All items in a container are for the same purchase order All items in a container are for the same authorization number All items in a container are for the same lot A returnable container is correctly cross referenced in Customer Item Maintenance 1 16 Fig 2 4 Manual SO Shipper Verification 7 9 10 FAQAD 42 User Guide QAD Scheduled Order Management Table 2 4 Sample Configured Message Execution Files FAQAD To create your own verifications determine which are required write the program attach it to a configured message entry and verify the shipper Multiple verifications can be run on one shipper provided multiple configured message entries exist Msg Calling Execution No Message Program File Description 1533 Container quanti
126. er line is active before assigning demands to the schedule release that it creates for the order or supplier Scheduled orders have both header start and end effective dates and line start and end effective dates The header start effective date determines when the order is active while the header end effective date determines when the order is inactive The system uses the line start date and the earlier of the header or line end date as the active line date range when processing line items This is illustrated in Figure 4 1 on page 126 125 Table 4 1 Summary of Purchase Order Characteristics gt See Start Effective on page 130 FAQAD 126 User Guide QAD Scheduled Order Management Fig 4 1 Active Line Dates FAQAD Active line date Active line date for processing q for processing 1 r r l dm E I I i I Header Date Range I Header Date Range T T T 1 log pog E l l l l pd Date I I I Line Date Range I 4 4 Line Date Range End Stat l Stat Date Date e e Date e 4 Start End Start End Date Date Date Date Active line date Active line date uses the earlier uses the earlier header end date line end date The system prohibits the following if the line item is inactive MRP allocation Schedule processing Shipper creation Receipt processing including ASNs The system also prohibits you from deleting or archiving scheduled orders if they a
127. eria should be deleted archived FAQAD 120 User Guide QAD Scheduled Order Management FAQAD 122 User Guide QAD Scheduled Order Management FAQAD 153 124 User Guide QAD Scheduled Order Management gt For details see Supplier Shipping Schedules on page 155 b See User Guide QAD Purchasing for a discussion of Purchasing FAQAD Introduction Supplier schedules are cumulative schedule driven purchase orders with multiple line items from which releases of requirements and due dates are issued They are typically used by companies with long term supplier contracts that require regular weekly or daily deliveries The schedules specify for the near term dates and even hours of deliveries But they also inform MRP and the supplier about long term plans The header and trailer of a supplier schedule resemble those of a normal purchase order for a single line item with multiple delivery dates However the line item section of a supplier schedule combines information for Short term shipping schedule with exact quantities and delivery instructions Long term planning schedule that shows upcoming orders and authorizes the supplier to buy raw materials or make subassemblies Note If you have the optional Supplier Shipping Schedules module you can generate separate supplier planning and shipping schedules rather than one schedule that combines both As with a regular purchase order the items
128. erifies that it is unique based on the setting of AUTHNBR Unique Days in the schedule If a requirement exists on a confirmed or unconfirmed shipper avoid modifying the record Doing so could result in one of the following messages LINKED TO UNCONFIRMED SHIPPER LINKED TO CONFIRMED SHIPPER The messages display if an entry is defined in Configured Message Maintenance with a severity level of 1 or higher In Required Ship Schedule Maintenance 7 5 3 the value of Reference is linked to the value for AUTHNBR If you modify the Reference value a new schedule detail record is created Only one authorization number can exist for each entry in Required Ship Schedule Maint If you attempt to add a second an error displays Resource Authorization Data Frame The Resource Authorization Data frame only displays in Customer Plan Schedule Maintenance These fields are not updated for ship schedules Fig 2 15 Customer Plan Schedule Maintenance Requirement Detail Maintenance Frame P See Setting Up Categories for Requirement Detail on page 39 FAQAD 70 User Guide QAD Scheduled Order Management Fig 2 16 Customer Plan Schedule Maintenance Resource Authorization Data Frame b See Customer Calendars on page 33 AQAD Customer Plan Schedule Maint Customer Plan Schedule Maint Go To Actions Resource Authorization Data Fab Qty f Fab Start 03 01 2007 v Fab En
129. ers Price List in PO Shipper Receipt and Purchase Order Receipts automatically phases in prices as they become effective when Fixed Prices is set to No on the scheduled order being received If a price list exists at the time of receipt and Fixed Price is set to No on the order line the system uses price list logic to determine the price to post If no price list exists the system posts the amount in Purchase Cost Create a price list with the item number of the line item a blank product line unit of measure the same as the stocking unit of measure for the item currency equal to the supplier s and an amount type of P price D discount or M mark up Discount tables entered in this field must be created through Supplier Price List Maintenance Price tables type L are not considered for scheduled orders FAQAD 134 User Guide QAD Scheduled Order Management FAQAD Type This field determines the effect on inventory planning and cost accounting when the item is received in a purchase order Type defaults from Memo Order Type in Item Site Inventory Data Maintenance 1 4 16 if defined for the order line site otherwise it defaults from Item Master Maintenance 1 4 1 Blank This line item is received into inventory When the receipt is processed inventory balances are increased and a general ledger GL transaction debits the Inventory account Inventory items are considered supply by MRP Non blank This item
130. ers by simply assigning end items to the shipper itself However if you use shipping labels items must normally be in a container Note Once a container is attached to a shipper or to a parent container it cannot be deleted FAQAD Customer Schedules 77 Assign containers and items the quantities for each then add any lot or serial detail information You are also prompted for carrier details such as Ship Via and FOB Point Volume and weight are not referenced All container and shipper data can be edited before shipper confirmation with the exception of the container ID You can also modify shippers that have already been confirmed However modified shippers cannot be reconfirmed If you change the Ship Via or FOB Point fields on the shipper the system does not automatically update the fields on the original scheduled order To have the fields updated on the original scheduled order the Post Invoice field in Pre Shipper Shipper Confirm 7 9 5 must be Yes For noncumulative schedules requirement detail pegging takes place during this step If you are in multi entry mode you can also reedit line detail allocations for previously unconfirmed detail allocations when using multiple databases and allocating the line from a remote database Shipment verification is executed automatically at the completion of step 1 However if you make additional modifications you may want to execute Manual SO Shipper Verification 7 9 10 to
131. ers for the suppliers associated with the items in Item Master Maintenance 1 4 1 If a valid supplier is not associated with the item on the order an error displays and you cannot continue If any existing lines have existing schedules or if you received items for a line an error displays and you cannot continue If line items do not exist the system creates a new supplier scheduled order line as you enter new line items If the trade sales order has more than one item supplied by the same supplier the system creates one supplier scheduled order with multiple lines for the items however if the trade sales order has multiple order lines with the same item number and the same supplier the system creates multiple supplier scheduled orders for one supplier Customer Ref is Customer Item Indicate whether the value entered in Customer Ref should be a valid customer item defined in Customer Item Maintenance 1 16 The effect of setting this field to Yes varies depending on what you enter in the Item field in Customer Scheduled Order Maintenance When you specify a customer item number defined in Customer Item Maintenance in the Item field that customer item number defaults to the Customer Ref and Customer Item field in the Order Line Item Data frame The system replaces the value you enter in the Item field with the corresponding internal item number and displays a message to inform you of the change When you enter an item defi
132. ess Relation Modify 36 1 4 3 2 to specify addresses with the dock address type Only the dock addresses defined for the business relation associated with the address specified for Customer Ship To can be selected You can assign the dock address in Customer Scheduled Order See Processing Maintenance 7 3 13 as the default ship to for the order The dock should MD tek on also be entered in Sales Order Shipper Maintenance 7 9 8 during details shipment processing Tax calculations use the ship to site address FAQAD 36 User Guide QAD Scheduled Order Management b See User Guide QAD System Administration for details FAQAD Shipping Labels Shipping labels are barcode labels that you can define and print for single item number containers mixed content containers and master containers such as pallets of single item number subcontainers The labels enable shipments to be received with barcode readers Labels can replace printed shipper documents used as packing lists in some supplier customer relationships To implement shipping labels you must create a shipping label template file for each type of label required for each customer The three label types are master mixed and single These templates control the data format the bar size printed boundary lines and other printed information Templates are specific to your operation to barcode reading equipment used by your customers and to your industry You can
133. faults from the same named field in Supplier Schedule Control 5 5 1 24 Fixed Price This field sets the default for the line gt See Fixed Price on page 135 Order Revision Enter a value identifying the revision level of this order Use revision numbers to identify the most current copy of a document When an order is initially created revision defaults to Zero Each time the order changes you can manually increase the revision number by 1 however there are no restrictions on incrementing numbers A new copy of the document can be printed listing the current information along with the revision number When you access an existing order the system prompts you to specify whether you are making an order revision change when you attempt to leave the header frame You can specify No and continue accessing the order If you specify Yes you must enter a new revision level in the Order Revision field The system automatically sets the Print PO field to Yes when you modify the revision level QAD 132 User Guide QAD Scheduled Order Management Fig 4 4 Supplier Scheduled Order Maintenance Item and Ship To Site FAQAD Order Rev Date Specify the date the revision level is effective The default is blank When you are finished entering values in the header frame click Next to display the line item frame Line Items Use fields in the first line item frame to specify an item to be ordered from the supplier and th
134. first frame the system prompts whether to copy data from the active schedule to the new schedule If you accept it checks whether any sequences from the active release have already been picked It prompts whether to create cross references between the sequences on the new release and the corresponding references on the active release You cannot pick references from the new release that are cross referenced to sequences on the active release These cross referenced sequences have already consumed their requirements Any sequences that have Deleted set to Yes are not copied to the new schedule Fig 3 4 Sequence Detail Sequence Schedule Maintenance Go To Actions Data Frame 7 5 4 5 Sequence Detail Data Date v Time Customer Job Customer Sequence Order Line Unit of Measure Item Number PO Number Line Item Customer Ref Model Year Customer Reference Customer Dock Picked Line Feed X Ref IT Quantity Cum Quantity Customer Item Customer Build Date Status Delete M FAQAD 104 User Guide QAD Scheduled Order Management b See Customer Ref on page 56 FAQAD If you indicate that cross references should not be created the system copies all sequences from the active schedule to the new schedule Any sequence records previously marked as picked or cross referenced are reset By resetting these sequences the system considers them as open requirements When you finish creating the new schedule rel
135. for MRP After you set up all suppliers and schedules for each item you must allocate order percentages among suppliers This step is required Use Scheduled Order MRP Maint 5 5 1 17 to allocate order percentages for non subcontract orders see Figure 4 7 Use Subcontract Order MRP Maint 5 5 1 21 to allocate order percentages for subcontract orders Percentages must equal 100 for each item or be 0 96 Schedule Update from MRP uses these percentages to allocate MRP planned orders for the item among suppliers To phase in new percentages enter the same ship to site and item number with different effective dates You must set the scheduled order MRP allocation record or the subcontract order MRP allocation record effective date within the scheduled order effective date range Enter the MRP 6 effective date in the Effective field in the header then select orders with a Start effective date that 1s after the MRP 46 effective date End effective date that is before the MRP effective date Note Orders with a 0 allocation do not have to fall within this date range gt For details on subcontract orders see User Guide QAD Manufacturing b See Effective Dates on page 125 FAQAD 142 User Guide QAD Scheduled Order Management Fig 4 7 Scheduled Order MRP Maint 5 5 1 17 AQAD The system displays the line end effective date in the End Effective field in the Purchase Order Percents frame This d
136. fy netting logic 5 the system determines the available P See Determining operating days on which to spread the excess planning quantities by ET selecting either the shop or customer calendar In the example the system on page 28 used a shop calendar that is open Monday to Friday because it has the shortest work week Week 2 is the last overlap FAQAD 28 User Guide QAD Scheduled Order Management AQAD Determining Open Days for Netting Logic When you specify option 5 for the Netting Logic field the system must determine the first available open work day An open work day is a valid business day on the selected calendar on which there are no identified shipping requirements The system selects the days on which to place excess planning requirements based on open work days in either the customer calendar or the shop calendar The system determines which calendar to add excess planning quantities by calculating the gap in days between the last shipping requirement and the first open day in both calendars The system selects the calendar with the smallest gap since this provides the most efficient RSS If the gap in days is equal in both calendars the system selects the calendar that has the shortest working week Example The shipping schedule shows 30 quantities for the week 10 quantities for Monday 10 quantities for Tuesday and 10 quantities for Wednesday The planning schedule shows 60 quantities for the same week This re
137. g command that you enter as one line although it appears in the text as two lines Note Alerts the reader to exceptions or special conditions Important Alerts the reader to critical information Warning Used in situations where you can overwrite or corrupt data unless you follow the instructions Chapter 1 Scheduled Order Management Scheduled Order Management includes customer and supplier schedules and optional customer sequence schedules and supplier shipping schedules Trade sales orders are a type of customer schedule you can create with another optional module This chapter provides a brief overview of the underlying principles of Scheduled Order Management describes the various schedules and describes trade sales order creation and processing Overview of Scheduled Order Management 6 Customer Schedules 11 Customer Sequence Schedules 12 Supplier Schedules 14 Supplier Shipping Schedules 15 Customer Sequence Schedules 12 Trade Sales 16 6 User Guide QAD Scheduled Order Management b See User Guide QAD EDI eCommerce FAQAD Overview of Scheduled Order Management Scheduled Order Management is a combination of processes for managing the regular exchange of information among customers and suppliers This information is used to coordinate a customer s manufacturing activities and demand for material with a supplier s manufacturing activities and shipments of material Cus
138. g schedule that already has a matching trade sales supplier schedule the system creates a newer supplier schedule with a higher release ID The system sets the new supplier schedule as the active release and ends P See User Guide the previous release QAD EDI eCommerce If the system supersedes a queued schedule before EDI Ecommerce exports it it is not exported EDI eCommerce exports only the currently active schedule System Created Supplier Schedules When the system automatically creates trade sales supplier planning or shipping schedules it copies newly created or updated customer schedule information to the new supplier schedule and assigns a new release ID to the schedule FAQAD 212 User Guide QAD Scheduled Order Management b See Viewing Trade Sales Schedules on page 214 FAQAD The system creates the supplier planning or shipping schedules regardless of the Enable Shipping Schedule setting in Supplier Schedule Control 5 5 7 24 Typically when Enable Shipping Schedule is No you cannot generate planning or shipping schedules just standard supplier schedules The system copies the following data from the customer planning or shipping schedule to the matching supplier planning or shipping schedule Item number and quantity Fabrication and raw authorization quantities and dates Prior cumulative date and Prior Cum Required field setting Shipping detail data You cannot edit the system created trade
139. gnated as sent This ensures that the release received by the supplier and the release in your system are identical Exporting Supplier Schedules Use Supplier Shipping Schedule 35 4 8 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 when EDI Schedules is Yes in the header of Supplier Scheduled Order Maintenance 5 5 1 13 Set up supplier specific EDI information in Trading Partner Parameter Maintenance 35 13 10 by specifying Yes for the appropriate logical parameter Send EDI Plan Schedules Send EDI Ship Schedules If either schedule export parameter is Yes in the supplier s record EDI Schedules defaults to Yes in Supplier Scheduled Order Maintenance Supplier Shipping Schedules 177 Fig 5 12 Supplier Shipping Supplier Shipping Schedule Go To Actons Schedule 35 4 8 Purchase Oder Tc Iten Number Pp Tei P Supplier Te Ship o Tc Buyer FS Tu P Export Supplier Schedule 4 mE Epor Planning Schedule Export Sh pping Schedule includa EDI Only Schedules Mirt Zero Schedules M Print De ails rnt F all Pasz both r Failed FDT Ratrh Numher N Fields can be updated only when Supplier Shipping Schedules is active Export Supplier S
140. h streamlines the shipping process by automatically creating a shipper from a shipping picklist and allowing containerization Other optional modules support customer schedule functions for example You can use Customer Consignment Inventory to plan order ship track and report customer consigned material while at the same time deferring invoicing and accounts receivable AR transactions You can also have the system automatically replenish consumed amounts on the active schedule You can use Logistics Accounting to track third party transportation costs incurred when a product is shipped to your customer Customer Sequence Schedules The optional Customer Sequence Schedules module 7 5 4 lets you receive and process shorter term more detailed customer sequence schedules With the optional Customer Sequence Schedules module you can set up default customer schedule details then tailor defaults for individual customers as needed You can also receive incoming customer sequence schedules using EDI eCommerce and maintain detailed picking records for all sequenced requirements Figure 1 5 shows a typical customer sequence schedule workflow in a supplier s environment Scheduled Order Management 13 Fig 1 5 Customer Sequence Create schedule Import schedule Schedules Workflow Generate RSS Create pre shipper shipper Print invoice Confirm shipper Pant respe Send ASN Post invoice shipper Print se
141. having been picked With Pre Shipper Shipper Workbench you can optionally print the completed pre shipper shipper A range of sequence numbers associated with the pre shipper shipper prints on the document as indicated in Print Sequence Range on Shipper in the customer control record for the ship to or Sequence Schedule Control After the pre shipper shipper is printed a sequence packing list is also printed automatically on a separate page You can also use Pre Shipper Shipper Print 7 9 4 to print the pre shipper shipper It also prints a separate packing list and can include the associated range of sequence numbers When you print the pre shipper you can optionally convert it to a shipper by setting Assign Shipper Numbers to Yes Any sequences on the shipper are updated with the shipper number This program processes the printing of the pre shipper shipper in the same way as Pre Shipper Shipper Workbench Use Undo Shipper Number Assignment 7 9 20 to reverse shipper number assignments for unconfirmed shippers This restores the original pre shipper number and changes the document type from shipper back to pre shipper It also updates the pre shipper shipper number on sequences associated with the shipper Maintaining Sequences in Containers Use SO Container Maintenance 7 7 5 to view and add or delete sequences from a sales order container The frames used in Pre Shipper Shipper Workbench 7 9 2 also display here You view add and
142. he close date range you specify This prevents the system from deleting or archiving scheduled orders that are still open You cannot delete a system created trade sales supplier scheduled order See Section 3 using system programs that delete or archive orders Trade Sales beginning on page 185 FAQAD 154 User Guide QAD Scheduled Order Management FAQAD 180 Deleting a 183 A 156 User Guide QAD Scheduled Order Management b See Section 3 Trade Sales beginning on page 185 FAQAD Introduction The system supports one type of supplier schedule type 4 that combines short term and long term requirements The optional Supplier Shipping Schedules module lets you generate separate supplier planning and shipping schedules To facilitate this this module adds two additional supplier schedule types Type 5 Supplier Planning Schedules Type 6 Supplier Shipping Schedules Note This module does not affect customer schedule functions 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 Trade Sales Supplier Shipping and Planning Schedules You create customer trade sales orders in Customer Scheduled Order Maintenance 7 3 13 using optional trade sales functionality The system automatically creates supplier scheduled orde
143. heduled order must already exist for the ship from and ship to combination Create a new release of an existing schedule by indicating a new release ID Enter an existing release ID to modify a schedule release already in the system Use the next frame to edit or enter new schedule details such as create date packing order and the number of sequences per container Use the active start and active end dates to activate or deactivate the schedule release Sequence Schedule Maintenance Go To Actions Ship From 2 Ship To P Release ID P Active F Create Date Cumulative F Packing Order Reverse Sequences Per Container Check Sequence Tolerance M Maximum Tolerance Schedule Date Type Delivery Active Start Active End Release ID Enter the sequence schedule release ID up to 30 characters Release ID is normally transmitted to you by the customer If you leave this field blank the current active release ID is used When you create a new schedule release by entering a new release ID for an existing ship from and ship to combination special processing OCCUIS The system prompts you to copy data from the active schedule to the new schedule Customer Sequence Schedules 101 If you respond Yes the system checks whether any sequences from the active release have already been picked If sequences have been picked the system prompts you to create cross references between the sequences on the new
144. helps receiving clerks who receive packing lists that show only supplier item numbers Container Item Optionally enter the item number of the container in which the item will be delivered The value must be a valid item number defined in Item Master Maintenance 1 4 1 Ship Delivery Pattern Code Enter a code for the routine ship or delivery pattern the days of the week or month when deliveries are required Schedule Update from MRP uses ship delivery patterns to calculate actual supplier schedule required dates MRP generates quantities but the quantities are not divided into buckets as they are in customer schedules MRP may shift quantities to earlier dates if necessary as defined by the ship delivery pattern code Example The pattern specified is 1 3 Monday Wednesday Friday code 26 Supplier Schedule Update from MRP receives a quantity for Thursday The entire MRP generated quantity shifts to Wednesday since Wednesday is the closest date prior to Thursday for this ship delivery pattern Supplier Schedules 139 You can use ship delivery pattern codes for both planning and shipping schedules You would ordinarily use pattern codes only for planning schedules that use bucketed quantities frequently 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
145. hipper with authorization numbers is created and pegged using Picklist Pre Shipper Automatic the authorization numbers are assigned to shipper lines based on a FIFO method You cannot designate which authorization numbers are assigned to individual shipper lines Pre Shipper Shipper Workbench You can manually maintain the relationship between required ship schedule RSS requirements and individual shipper lines in Pre Shipper Shipper Workbench 7 9 2 To maintain pegged shipper lines in Pre Shipper Shipper Workbench set Consume Req to Yes to display the Consume Required Ship Schedule Requirements frame See Pegging Requirement Detail on page 80 QAD 82 User Guide QAD Scheduled Order Management Fig 2 19 Pre Shipper Shipper Workbench 7 9 2 Consume Req Field b See Ship Complete on page 54 b See Dynamic UnPeg on page 48 FAQAD Pre Shipper Shipper Workb Pre Shipper Shipper Workbench Go To Actions Shipper Workbench Order Ln Item Number Quantity UM Container Canc B O Pre Shipper 10000 070301PS01 Ship To 4010 Sales Order Line Order Quantity 1 0 UM Site Loc Qty Picked 0 0 Lot Serial Net Weight 0 0 Reference Type Tare Weight 0 0 onsume Req v ID Gross Weight 0 0 Description Volume 0 0 Comments F Cancel B O F Yes displays Consume Required Ship Schedule Requirements frame The Consume Required Ship Schedule Requirements frame displays showing the
146. ice adjustment calculated for each scheduled order line item You can specify an account number to be used by the system for posting the amount of the price adjustment Retrobill Process Use the following steps to set up a retrobill for a scheduled order line item 1 Create retrobills in Retrobill Maintenance 7 13 13 1 Set up the retrobill identifier and specify the scheduled order affected and the terms of the retrobill 2 View retrobill information in Retrobill Inquiry 7 13 13 2 3 Create a debit credit memo with Retrobill Report 7 13 13 3 4 UseInvoice Post and Print 7 13 4 to post and optionally print the invoice 5 Use Customer Invoice View 27 2 to view the invoice Retrobill Maintenance In the first frame enter a sold to code and amendment number These form the unique retrobill ID used by the system The amendment number authorizes the retrobill and is typically provided by the customer The Customer Schedules 87 as of date is used when more than one retrobill is applied to the same scheduled order line items It determines the sequence for applying the retrobills Memo Per Item determines how many debit credit invoices are to be created Set it to Yes if you want a separate debit credit invoice created for each line item Leave the field set to No the default if you want one debit credit invoice created for all line items in a purchase order or if no debit credit invoice should be created Mem
147. ifies that your site code matches that on the release Cross references item numbers to your internal item numbers Checks and opens the order record and line number FAQAD 64 User Guide QAD Scheduled Order Management FAQAD Determines if quantities are discrete or cumulative based on information in the imported EDI file Checks that cumulative quantities appear in ascending order Deletes this specific release if it already exists in the system Sets the effective end date of the prior release Adds any comments and the detail schedule data Creates requirement detail records if they are received If authorization numbers are received verifies that they are unique based on the AUTHNBR Unique Days setting in the schedule Updates the cumulative requirements Updates last receipt information from attached ASNs Updates the fabrication and raw material authorizations Creates a new schedule release incrementing the release ID If the schedule import would override a required ship schedule with unshipped requirements the transaction is not completed and an error displays Entering or Verifying the Release If you do not import schedules using EDI eCommerce enter the release into the system using Customer Plan Schedule Maintenance 7 5 1 or Customer Ship Schedule Maintenance 7 5 2 In an EDI eCommerce environment use these programs to verify that release receipt was successful and that past cust
148. in an unlimited number of sequences When adding a sequence to a shipper the system first checks to make sure that this number of sequences has not been reached on the shipper When a shipper reaches this number of sequences a new shipper is created Any additional sequences are added to the new shipper Maintaining Sequences on a Pre Shipper Shipper Use Pre Shipper Shipper Workbench 7 9 2 to view and add or delete sequences from a pre shipper shipper The Display Sequences frame shows all the sequences on the pre shipper shipper see Figure 3 10 on page 115 This frame displays only if the pre shipper shipper contains sequences If it does not but the scheduled order does contain sequences the Add Sequences frame displays see Figure 3 11 Customer Sequence Schedules 115 Fig 3 10 x e Pre Shipper Shipper Workbench Go To ACTIONS shipper Workbench Order Ln Item Number Quantity UM Container Canc 8 0 0 Shipper 10000 5H03 Ship To dt matso 1 1 mat i 10 0 EA no Sales Order Line Order Quantity 1 0 UM Site Loc Qty Pickee 0 0 Lot Serial Display Sequences Order Quantity 25 EA Schedule Time Customer Sequence 03 05 2007 10 00 ili Volume 0 0 Comments 7 Cancel B G M Sequence data displays for shipper To remove any of these sequences from the pre shipper shipper scroll to the sequence to delete and press Delete Once you confirm the delete the system removes the sequence from the list
149. inds of purchase orders 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 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 157 b See User Guide OAD EDI eCommerce Table 5 1 Summary of Purchase Order Characteristics QAD 158 User Guide QAD Scheduled Order Management Table 5 2 Optional Supplier Shipping Schedules AQAD 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
150. iner Item P Alternates Comments Charge Type Req Sched Days Req Sched Weeks Req Sched Months These fields rebucket customer requirements into a sequential horizon of days then weeks then months Entering values in these fields has an impact on MRP The weekly and monthly quantities are seen by MRP as requirements on the first day of the period and MRP plans accordingly This can result in excessive and unnecessary action messages Set these fields to zero to maintain the customer s date and quantity requirements Also leave these fields set to zero if you are using noncumulative accounting procedures and pegging requirements through authorization numbers Fab Auth Days Raw Auth Days Raw and fabrication authorization commitments are made to give suppliers some protection against sudden and unforeseen reductions in demand e Raw quantity is the quantity of product the customer commits to covering component costs e Fab quantity is the quantity of product the customer commits to covering manufacturing costs These fields are used by Customer Plan Schedule Maint 7 5 1 to calculate the authorization quantities in the event customer authorizations are for a number of days into the future FAQAD 60 User Guide QAD Scheduled Order Management b See Customer Ref on page 56 FAQAD The Schedule Report 7 5 10 shows all authorizations by release then prints the highest of each type authorization refer
151. ing Bills of Lading You can use Bill of Lading Print 7 9 12 1 to print a separate bill of lading for a shipment The bill of lading is identified by the ship from site and a code identifying the shipper record for example Shipper ID Remarks entered in the Comments field of Sales Order Shipper Maintenance 7 9 8 also appear on the bill of lading A bill of lading shows a detailed breakdown of a shipper s content This breakdown shows the products shipped the total weight and the containers used FAQAD 80 User Guide QAD Scheduled Order Management Fig 2 18 Shipper Gateway 7 9 22 See Pegging Requirement Detail on page 80 FAQAD Pegging Requirement Detail When noncumulative and cumulative schedules are being processed requirement detail can be maintained throughout the process During shipment shipper lines that are tied to specific requirements are consumed This process is known as pegging Pegging occurs automatically in Picklist Pre Shipper Automatic 7 9 1 Pre Shipper Shipper Workbench 7 9 2 Shipper Gateway 7 9 22 For a cumulative schedule you can disable automatic pegging in these three shipper programs by setting Automatic Cum Pegging to No in Container Shipper Control 7 9 24 or Customer Schedules Control 7 3 24 When you set Automatic Cum Pegging to No the Consume Req field defaults to No in Pre Shipper Shipper Workbench 7 9 2 Shipper Gateway Pegging occurs during e
152. ing and authorization information when creating oo penn scheduled orders However you only need to define supplier specific page 160 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 Supplier Schedule Control 5 5 7 24 FAQAD 164 User Guide QAD Scheduled Order Management Fig 5 5 Supplier Controls Maintenance 5 5 7 4 b See Creating Scheduled Orders on page 129 AQAD The Send Zero Requirements does not default to scheduled orders This value indicates 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 initially default from Supplier Shipping Schedule Control Supplier Controls Maintenance vx Supplier Controls Maintenance Go To ACTIONS Supplier 5030 ERS Supply Co Generate Ship Schedule From MRP Send Zero Requirements Firm Days 0 Schedule Days 0 Schedule Weeks 0 Schedule Months 0 Fab Auth Days 0 Raw Auth Days 0 Ship Delivery Time Code Generate Ship Schedule From MRP This value indicates whether you typically generate shipping schedules for this supplier based on item requirement data from MRP It sets the default for the corresponding field on scheduled orders created f
153. intenance 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 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 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 Maintena X ACTIONS Ship Delivery Time Maintenance Go To Ship Delivery Time C
154. into dates and quantities 7 Creates a new active required ship schedule assigning a Release ID and displaying quantities and dates Managing Requirement Detail If you are using noncumulative accounting procedures the system manages requirement detail based on the settings you define in the Non Cumulative Quantity Accounting Data frame of Customer Scheduled Order Maintenance If requirement detail exists the system verifies that authorization numbers are unique based on the AUTHNBR Unique Days setting for the scheduled order Then requirement detail is copied to the RSS and a Customer Schedules 73 schedule detail record is created for each requirement detail record In addition open requirements from the previous active RSS can be carried to the new RSS if Merge RSS is Yes Planning data is excluded from the merge based on the setting of Exclude Planning Data In some environment authorization numbers are only supplied with scheduled requirements not planned ones Merging Imported Schedules When you import a schedule using EDI eCommerce the system uses information from the customer s EDI file to determine whether the incoming schedule should be merged with an existing one or replace it While updating the RSS also performs this function when Merge RSS is Yes in Customer Scheduled Order Maintenance 7 3 13 it is sometimes impractical to merge the schedules manually if changes are being imported several times a day
155. ion field the system searches for calendars in this order 1 Ship to specific calendar 2 Customer specific calendar if the ship to is different from the customer ID 3 Default customer calendar 4 Site specific shop calendar Customer Schedules 35 5 Default shop calendar If you specify Option 2 the system uses numbers 1 through 3 to search for customer calendars The system makes no calendar adjustments if it cannot find a customer calendar of any type When you specify Option 3 you indicate that the system should not adjust the initial and final RSS dates by shop or customer calendars Note If you set netting logic to 5 the system uses a calendar to gt See Netting determine the days over which to spread the excess planning quantity mer Pe regardless of how you set RSS Calendar Option Customer Order Periods Use Customer Order Period Maintenance 7 3 3 to set up customer order periods You can then match your shipment planning calendar to customer order periods For example some trading partners develop and require you to use period numbers that correspond to specific dates Customer order periods are used in detail screens such as Customer Plan Schedule Maintenance 7 5 1 Dock Addresses Your customers may have multiple docks at a ship to location and may specify which dock to use for a particular shipment Assign a dock address to a ship to customer with Dock Maintenance 7 3 6 You must first use Busin
156. ion to the customer Some customers also require that invoices be sent via EDI other customers do not require an invoice and pay from the ASN Scheduled Order Management 7 Similarly if you require your suppliers to send an ASN you import that information using EDI eCommerce When an ASN is received it creates a purchase order shipper When the shipment itself arrives all you need to do is confirm it and adjust quantities if needed Origins of Scheduled Order Management Scheduled Order Management has its roots in practices developed by the automotive industry to support just in time JIT manufacturing Just in time methods ensure that the required quantity of material is delivered from suppliers exactly when it is needed By having a reliable precisely coordinated flow of goods from suppliers a customer can maintain an uninterrupted flow of work while maintaining minimum levels of inventory Companies that use Scheduled Order Management share a common profile High production volume Long term commitments with customers and or suppliers Frequent shipments to customers and or frequent deliveries from suppliers Use of electronic data interchange EDI Scheduled Order Management Today Although it originated in the automotive industry principles of Scheduled Order Management are being applied by companies in other industries such as electronics and consumer goods Historically schedules in the automotive industry ha
157. justments made in Cumulative Shipped Maintenance 7 5 16 by setting 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 totals 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 Note Only shipments for scheduled sales order lines are included Fig 2 20 Cum Shipped Reset 7 5 18 aS Cum Shipped Reset Go To Actions Ship From 2 To 2 Sold To 2 To P Ship To P To 2 Dock To Item Number P To 2 PO Number To Customer Ref Ta Model Year Ta Order D To P Update Shipment Effective Date Shipment v Cum Shipped Start Date 03 01 2007 v Start Time Include Manual Cum Adjustment Iv Report Summary Detail Summary v Remarks Sort Option 1 1 By Ship From Cust Ship To Order Dock Item PO Cust Ref Model Yr 2 By Ship From Item Cust Ship To Order Dock PO Cust Ref Model Yr Output Batch ID The first half of the Cum Shipped Reset screen consists of selection criteria
158. k Ship dates if you use Transport Days are back scheduled from that Monday Monthly requirements beyond the weekly period are bucketed in the first Monday of the month 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 QAD 148 User Guide QAD Scheduled Order Management b See PO Container Maintenance on page 151 FAQAD Net Req Qty is the total open quantity including that line quantity Receiving Scheduled Orders Receipts against a scheduled order have several possible stages How a relationship is arranged is a matter of policy between trading partners You can use these tools and capabilities to support any receiving relationship between you and your supplier The primary tools are the various shipment documents There are four documents Each one can be treated as a separate document or in some cases one document can serve the function of all four Advance Ship Notice ASN The ASN is transmitted when a shipment leaves the supplier s shipping dock to provide advance notice of items to be received This document can represent multiple items over multiple orders Receiving Document This printed packing list accompanies the shipment recording quantities and items identified by a shipper ID Shipment Labels Barcode labels can be affixed to ea
159. l trade sales MFG PRO Site DEU19N TP Site DEU schedule processing Logical Param Desc Logical Parameter Value Queue Trade Sales ASN Iv LL Queue TS Schedules Iv FAQAD 208 User Guide QAD Scheduled Order Management FAQAD Send EDI Plan Schedules Indicate if the system sends planning schedules using EDI eCommerce to the trading partner you specify in the header No the default You cannot send planning schedules using EDI eCommerce Yes You can send planning schedules using EDI eCommerce Send EDI Ship Schedules Indicate if the system sends shipping schedules using EDI eCommerce to the trading partner you specify in the header No the default You cannot send shipping schedules using EDI eCommerce Yes You can send shipping schedules using EDI eCommerce Queue TS Schedules This parameter determines whether system created supplier schedules are queued for export No the default The system does not queue newly created trade sales supplier planning or shipping schedules for export Note If No and you have no schedules already queued for export you can export any supplier planning or shipping schedules using Supplier Shipping Schedule 35 4 8 Yes The system automatically queues for export any supplier planning or shipping schedules it creates for this supplier s scheduled order The system queues the supplier schedules for export as soon as it creates them When you queue a schedule for expo
160. lanning data from the active required ship schedule is merged into the newly generated schedule Yes Planning data from the active required ship schedule is not merged into the newly generated schedule FAQAD 56 User Guide QAD Scheduled Order Management Order Line Item Identification Frame Use the following frame to identify items in the scheduled order Fig 2 9 Customer x Scheduled Order Customer Scheduled Order Maint Go To Actions Maintenance Order Line Item z Identification M es Medical min Frame Item Number P UM PO Number Customer Ref P Model Year Line P The following four fields uniquely identify a scheduled order detail record Item Number Enter the item code for this order line Inventory item codes must be defined previously in Item Master Maintenance 1 4 1 If you specify a customer item the system accesses the corresponding internal item number and displays it in the Item Number field PO Number Enter the customer purchase order for this line item record You can leave this field blank Note You cannot specify the same item and PO number on a scheduled order for the same ship from site and ship to customer See Customer Customer Hef The value you enter in this field depends on the value Ref is Customer of Customer Ref is Customer Item in the scheduled order header Item on page 49 If Customer Ref is Customer Item is Yes you must provide a valid customer item number When a cu
161. lanning schedule The system maintains cumulative quantities for the sequence shipping planning and required ship schedules The cumulative quantities of the sequence and shipping schedules are used to ensure that the weekly requirements from the planning schedule are accounted for or consumed FAQAD 110 User Guide QAD Scheduled Order Management FAQAD The system follows these steps when generating the RSS The sequence schedule is processed first Cumulative quantities are calculated for the sequence schedule The shipping schedule is processed next The dates and quantities from the shipping schedule are appended to the end of the sequence schedule The planning schedule is processed next The cumulative quantities for each week of the planning schedule are compared to the weekly quantity of the sequence and shipping schedule If the weekly cumulative quantity of the sequence or shipping schedule is less than the weekly planning quantity that schedule is updated to match weekly planning quantity To do this the system adjusts the last entry in the week by the difference of the two schedules The remaining dates and quantities from the planning schedule are appended to the end of the shipping schedule If the weekly cumulative quantity of the sequence shipping schedule is greater than or equal to the planning schedule for the week no adjustments are made The dates and quantities from the planning schedule are appended t
162. lative quantity received for a scheduled order line exceeds the maximum order quantity for that line the system displays a warning message PO Container Maintenance A container is a subset of a shipper holding any number of different items or other containers You can receive container information electronically as a part of an ASN or the information may arrive with the shipment and be entered manually Container information may also explode into the system from barcode readings of shipping labels Containers conveniently group items but are not a required part of a shipper You can also receive items individually or the shipper as a whole Containers are not often a concern with supplier schedules However you can track them for lot serial control If the actual shipment does not match the shipper fix the quantities in PO Shipper Maintenance or PO Container Maintenance 5 13 13 before confirming the shipper Note To return containers that have been explicitly received on a shipper use Issues Unplanned 3 7 Cumulative Received Maintenance You may need to increase or decrease item quantities on a confirmed shipper Do this with Cumulative Received Maintenance 5 5 5 13 using the Adjust option The new cumulative quantity is then transmitted on the next scheduled release You can also reset the entire scheduled order back to a zero quantity with a new Cum Start Date This program is typically not used often and should be restri
163. le Inquiry rcsqsciq p 7 5 4 7 Sequence Schedule Report rcrp05 p 7 5 4 10 Sequence Pre Shipper Automatic sosqsl p 7 5 4 11 Sequence Shipper Report rcsqrp03 p 7 5 4 13 Sequence Cross Ref Maintenance rcsqsxmt p 7 5 4 14 Sequence Cross Ref Report rcsqsxrp p 7 5 4 16 Sequence Schedule Variance Rpt resqrp01 p 7 5 4 17 Plan Ship Sequence Variance Rpt rcsqrp02 p 7 5 4 22 Sequence Schedule Detail Delete rcsqscdl p 7 5 4 24 Sequence Schedule Control rcsqpm p FAQAD Customer Sequence Schedules 93 Customer Sequence Schedules modifies the programs listed in Table 3 3 Table 3 3 Menu Label Program Programs Modified 7 3 13 Customer Scheduled Order Maintenance rcsomt p aes B 7 3 14 Scheduled Order Inquiry rscoiq p Schedules 7 3 15 Scheduled Order Report rcsorp p 7 5 5 Required Ship Schedule Update rcrsup p 7 5 6 Selective Required Ship Schedule Update rcrssup p 7 5 20 Shipment History Report rcrp08 p 7 5 23 Schedule Delete Archive rcdel p 7 1 5 SO Container Maintenance rcctmt p 7 9 1 Picklist Pre Shipper Automatic sososl p 7 9 2 Pre Shipper Shipper Workbench rcshwb p 7 9 3 Pre Shipper Shipper Inquiry rciq03 p 7 9 4 Pre Shipper Shipper Print rcrp13 p 7 9 5 Pre Shipper Shipper Confirm rcsois p 7 9 6 Pre Shipper Shipper Report rcshrp01 p 7 9 8 Sales Order Shipper Maintenance rcshmt p 7 9 9 Sales Order Shipper Print rcrpll p 7 9 15 Sales Order Shipments sosois p 7 9 20 Undo Shipper Number Assignment rcslrb p 7 9 21 Shipper Unconfirm rcunis p 7
164. le from either or both the planning and ship schedules Which schedule is used depends on the Netting Logic setting in the order header If the order is using netting logic 3 the value of Use Ship Plan PCR in See page 30 Customer Schedules Control affects the schedule calculation If you selected netting logic 5 the system looks at the last week on the b See Netting Logic on schedule where the planning and shipping schedule overlap If your planning schedule quantity for the last overlap week exceeds the shipping schedule quantity the system determines the days over which to spread the excess quantity by examining both the shop and customer calendars The system uses the calendar with the shortest days to determine open days When you run the update the system indicates from which schedule the requirement originates as follows page 61 1 planning schedule 2 shipping schedule Differentiating Shipping and Planning Requirements When the system reconciles shipping and planning requirements as it creates the RSS it also differentiates the excess planning requirements from shipping requirements on the RSS The system keeps track of the shipping and planning requirements by assigning and storing different internal values for the two requirement types The following programs can set this internal value when the system creates schedule records Customer Plan Schedule Maintenance 7 5 1 Customer Ship Schedule Mainte
165. lease Use Sequence Schedule Report 7 5 4 7 to review a complete sequence schedule release Use Sequence Schedule Variance Report 7 5 4 16 to compare two sequence schedule releases Customer Sequence Schedules 105 Use Plan Ship Sequence Variance Report 7 5 4 17 to compare specific item requirements on the active sequence schedule to those on the active shipping or planning schedule release Managing Duplicate Sequence Requirements In some situations the same sequence may be reported on separate schedule releases For example you send the last requirements of the day but your customer creates and sends the new sequence schedule while those requirements are in transit The new schedule will contain some of the same requirements again since they have not arrived at the customer site Normally the system automatically creates a cross reference from the new duplicate sequence to the picked sequence when the sequence schedule is initially imported into the system However if the item number customer reference customer dock or line feed on the new duplicate sequence does not match the picked shipped sequence values the cross reference is not created Creating Cross References Use Sequence Cross Ref Maintenance 7 5 4 13 to manually create cross references from duplicate sequences on one schedule release to the picked shipped sequence on another schedule release You can also create cross references to sequences marke
166. led a trade sales agreement Under a trade sales agreement trade sales customers no longer communicate directly with trade sales suppliers Tier one suppliers coordinate manage and document the material delivery from trade sales suppliers to the customer So even though trade sales suppliers deliver material directly to the customer the delivery is managed by the tier one supplier Customers request that the tier one suppliers assume responsibility for some of their suppliers in an attempt to reduce their supply base This means that customers want to limit their contact to just the tier one supplier and thereby reduce overhead and focus on core business processes From a system standpoint trade sales suppliers are your suppliers and you transact all orders and shipping between the customer and the trade sales supplier as the tier one supplier So if you purchased the optional Trade Sales module you create a trade sales customer scheduled order When you do the system automatically creates supplier scheduled orders When you receive or create active customer planning and shipping schedules the system automatically creates supplier planning and shipping schedules Optionally you can also automatically export system created supplier planning and shipping schedules to trade sales suppliers Finally when you import the trade sales supplier ASN the system automatically generates the following Purchase order PO shipper and receipt e
167. lier based on Scheduled Order MRP Maint 5 5 1 17 to create new quantities by planned order 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 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 Fig 5 8 171 Supplier Shipping Schedule Buck eting P See page 165 P See page 161 P See page 167 b See page 165 b See page 172 P See page 165 FAQAD 172 User Guide QAD Scheduled Order Management b See page 161 b See Generate Date Based Release ID on page 128 FAQAD 9 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 10 Allocate quantities using shi
168. lts from the scheduled order header Schedule Date Type This field determines how requirement dates are calculated by Required Ship Schedule Update Valid entries are Ship Schedule dates are shipment based and requirement dates are not adjusted Delivery Schedule dates are delivery based Requirement dates are adjusted by the number of days specified for Transport Days in Customer Scheduled Order Maintenance The value of this field is read from the schedule when it is loaded using EDI eCommerce Customer Receipts The next frame displays up to the last 10 ASNs that you sent to the customer and shows that they have been appended to the release to help maintain accurate cumulative totals Customer Schedules 67 Fig 2 13 Customer Plan Customer Plan Schedule Maint Go To Actions Schedule Maintenance Customer Receipts Ship From 10000 Order 50192 Line i Frame Ship To 4010 Medical Company Item Number 100C Finished Good C UM EA PO Number Customer Ref Model Year Release ID 001 Customer Receipts ASN Shipper Nbr Receipt Dt Time Receipt Qty Cum Receipt Qty Sh10009 3 9 2007 M 10 500 0 150 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASN Shipper Nbr The last three ASNs or receipt documents are typically sent by the customer with each schedule release Each is identified with a shipper or ASN number The ASNs were originally sent by your company to notify the customer of a shipment and
169. m the receipt with PO Shipper Receipt 5 5 5 11 If you need to modify container quantities use PO Container Maintenance 5 5 5 4 f you need to modify item quantities on a confirmed shipper use Cumulative Received Maintenance 5 5 5 13 You cannot create receipts when the transaction date is outside the order P See Effective line effective date range for the scheduled order line being received You E m npe page 125 can return items but a warning displays when the transaction date is outside of the order line effective date range and you are prompted to continue The system displays a warning in the following receipt programs PO Shipper Maintenance 5 5 5 5 PO Shipper Receipt 5 5 5 11 Purchase Order Receipt 5 13 1 PO Container Maintenance 5 5 5 13 PO Shipper Maintenance Enter the shipment ID using PO Shipper Maintenance The shipment ID can be an ASN number already in the system a number obtained through a barcode reading of a shipping label or a number entered manually from the receiving document AQAD 150 User Guide QAD Scheduled Order Management b See Fixed Price on page 135 AQAD You can enter each container in the shipment or click End to skip the Container entry screen Enter shipped quantities by item number purchase order purchase order line number and quantity in the next frame Use PO Container Maintenance to modify container item quantities if necessary
170. me Supplier Scheduled Order Ma Supplier Scheduled Order Maint Purchase Order P1130 ERS Supply Co Order Data Go To Supplier 5030 ACTIONS b See Effective Dates on page 125 FAQAD Start Effective iE Ship Via 2 End Effective v FOB Taxable Buyer 2 Tax Class P Contact Credit Terms 2 40PROX 2 Contract Bill To Address MD100 Currency USD 2 Ship To Address MD100 Fixed Price v Print Schedules v Order Revision 0 EDI Schedules Order Rev Date M Fax Schedules Print PO Iv A P Site P2 Consignment M Comments Zero Schedules 0 Import Export I Start Effective Specify a start date for this scheduled order For new orders the default is blank However you cannot leave this field blank otherwise an error displays Enter any date that is before or after the system date and earlier than or the same as the header end date The start date defaults to the Line Start Effective field if it 1s after the system date If it is earlier than or on the system date the system date defaults to the Line Start Effective field If you change the header start date and line items already exist on the scheduled order you must specify a start date that is earlier than the line start dates End Effective Specify an end date for this scheduled order or leave blank If you specify a date the date must be later than or the same as the header start effective date If blank the or
171. mer specific calendar Customer Calendar Maintena iy X Customer Calendar Maintenance Go To Actions Customer Calendar Customer Ship To Fe Work Day Sunday Monday Tuesday Wednesday Thursday Friday Saturday HERRERA Default Calendar To create a default customer calendar leave the Customer Ship To field blank in Customer Calendar Maintenance then specify calendar days for a default customer work week Specify default customer exceptions in the Customer Non Work Days frame Note You can still deliver to the customer when your shop floor is closed but the customer is open To do this set RSS Calendar Option to 2 in Supplier Scheduled Order Maintenance 5 5 1 13 Customer Specific Calendar You can also create a customer specific or ship to specific calendar You can use a calendar defined for a customer or ship to to adjust shipment dates backward during RSS update when the arrival date falls on a nonoperating day for that customer or ship to To do this enter the code that identifies the customer or ship to address in the Customer Ship To field in Customer Calendar Maintenance Then specify Yes or No for each Fig 2 2 Customer Calendar Maintenance 7 3 1 b See RSS Calendar Option on page 52 FAQAD 34 User Guide QAD Scheduled Order Management b See RSS Calendar Option on page 52 FAQAD day of the week that is a work day for the customer Finally enter exceptions a
172. mixed master or single Some customers may use their own identification number for you If so you must create a cross reference between the customer s ID number for you and the system internal site so that the customer s ID number prints on the shipping label Use Site Ship from ID Maintenance 7 3 10 to create these cross references The shipping label supplier ID is printed on the shipping label by the Shipping Label Print function 7 7 7 Setting Up Control Program Values Customer Schedules Control 7 3 24 contains the same fields as Container Shipper Control 7 9 24 Changing one automatically updates the other An additional set of control program field settings have an effect on financial transactions These fields are also shared between customer schedules and container shipper functions They are described in the discussion of Cust Sched Shipper Acct Control 36 9 7 To ship scheduled orders you must complete the same setup required for shipping standard sales orders This includes defining sequence numbers using Number Range Management NRM features for pre shippers shippers and bills of lading If you are using other shipping features such as shipping groups and inventory movement codes they must also be defined and the defaults established in the control program Customer Schedules Control Container Shipper Control Go To Actions Next Container Pre Shipper Sequence ID PRE Shipper Sequence ID SHIP
173. n prevent MRP from planning a trade sales item by either setting Plan Orders to No or leaving Order Policy blank in Item Master Maintenance 1 4 1 If you order the same item from the same supplier for both trade sales and non trade sales purposes and want to execute MRP for both you should create two different item numbers Set up both items with Plan Orders set to Yes and Order Policy set appropriately If you use the same item number for your trade sales and non trade sales items MRP combines the demand offsets the demand by the firm schedule details then generates planned orders Schedule Update from MRP then generates supplier schedules for the remaining quantity using the non trade sales supplier scheduled order Raw and Fabrication Authorization Data Customers and suppliers sometimes use raw and fabrication authorization data to determine the quantity the supplier is authorized to procure for a particular day time on a schedule If the trade sales customer sends schedules that include raw and fabrication authorization data the system captures and copies raw and fabrication authorization quantities and dates onto the matching supplier schedules Requirement Details The system does not capture and copy requirements detail on customer See Capturing schedules Requirement details can include release authorization numbers inm mm Hor RANs and other data that the customer includes in their schedules To page 210 send the
174. nance 7 5 2 Required Ship Schedule Maintenance 7 5 3 Required Ship Schedule Update 7 5 5 Selective Req Ship Sched Update 7 5 6 Document Import 35 1 when importing Document 830 Planning Schedule Document 862 Shipping Schedule FAQAD 72 User Guide QAD Scheduled Order Management b See Non Cumulative Quantity Accounting Data Frame on page 54 for details FAQAD Optionally you can display either or both shipping or planning requirements on RSS related reports and inquires RSS Calculations The update first selects the most recent release for each schedule type It then uses the order data you specify Week Offset Cumulative Transport Days Req Sched Days Weeks and Months Standard Pack Netting Logic and SDP Codes your calendar and your customer s calendar to adjust if necessary any dates or quantities Adjustments are required when a customer does not schedule their requirements with reference to your open days ship schedule or shipment multiples All date adjustments are back scheduled The program performs the following calculations 1 Back schedules for ship delivery pattern 2 Combines schedules using netting logic 3 Back schedules for customer calendar from ship delivery schedule 4 Back schedules for transport lead time from calendar adjusted schedule c Revises quantities to standard pack quantity multiple 6 Rebuckets quantities from month and week quantities
175. nce This value is not validated Model Year Enter the model year of the scheduled order line item Release ID Enter a sequential number identifying this release Planning ship and required schedules for the same customer schedule line item can share release IDs Pressing Go in this field selects the active release You can enter and make active any other release Ship Delv Pattern Enter the ship delivery pattern that the customer used in creating this release Your order header takes precedence over the customer s SDP code Ship Delv Time Specify the code indicating the time of day when shipments or deliveries are accepted Int and Ext Purpose Code These fields are not currently used Their values have no effect on processing FAQAD 66 User Guide QAD Scheduled Order Management FAQAD Prior Cum Req The total customer receipts on this scheduled order up to the Prior Cum Date This is automatically incremented by new releases from the customer based on the customer s record of received quantities A record of the last three or more customer receipts is often sent with each scheduled release to help identify any quantity discrepancies Prior Cum Date The day before this scheduled release became active This date is used to determine cumulative quantities All customer receipts up to and including the prior cum date are added to the order s cumulative total and display in the Prior Cum Req field Cumulative Defau
176. nd holidays that override the normal work days in the Customers Non Work Days frame Specifying a Customer Calendar for Required Ship Schedules The system can use a customer calendar when it creates the required ship schedule RSS so that releases do not occur on nonworking days To do this set up customer calendars before running Required Ship Schedule Update 7 5 5 or Selective Req Ship Sched Update 7 5 6 Use the RSS Calendar Option field to specify the calendar option you want the system to use in the following programs Customer Schedules Control 7 3 24 and Container Shipper Control 7 9 24 Customer Data Maintenance 2 1 1 Customer Scheduled Order Maintenance 7 3 13 You can modify the field at any time RSS Calendar Option in Customer Schedules Control and Container Shipper Control sets the field in Customer Data Maintenance RSS Calendar Option in Customer Data Maintenance sets the field in Customer Scheduled Order Maintenance When you modify RSS Calendar Option in Customer Scheduled Order Maintenance 7 3 13 the system stores a value indicating the schedule has changed When you run Required Ship Schedule Update 7 5 5 or Selective Required Ship Schedule Update 7 5 6 the system recalculates the customer s receipt quantities and dates for all schedules that have changed and uses the calendar option you specify in Customer Scheduled Order Maintenance to calculate dates If you specify 1 in the RSS Calendar Opt
177. nd software updates see the Release Bulletin For software installation instructions refer to the appropriate installation guide for your system For conversion information refer to the Conversion Guide For an overview of system features and instructions on navigating the user interface see User Guide QAD User Interfaces For detailed information on using system features refer to the relevant user guide For technical details refer to Entity Diagrams and Database Definitions To view documents online in PDF format see the Documents on CD and Supplemental Documents on CD Note Installation guides are not included on a CD Printed copies are packaged with your software Electronic copies of the latest versions are available on the QAD Web site For a complete list of QAD Documentation visit the QAD Support site QAD Web Site The QAD Web site provides a wide variety of information about the company and its products You can access the Web site at http www qad com For users with a QAD Web account product documentation is available for viewing or downloading from the QAD Online Support Center at http support qad com About This Guide 3 You can register fora QAD Web account by accessing the Web site Your customer ID number is required Access to certain areas is dependent on the type of agreement you have with QAD Most user documentation is available in two formats Portable document format PDF file
178. ne customer item in the Item field the corresponding customer item displays next to the Customer Ref field and defaults to the Customer Item field Customer Ref is not updated When you enter an item number that either does not have a corresponding customer item number or has more than one customer item number then both Customer Item and Customer Ref are left blank Values entered in Customer Ref are not validated This value defaults from Customer Schedules Control 7 3 24 Print Invoice History Specify whether an invoice history can be printed for this scheduled order using Invoice Print or Reprint 7 13 12 This lets you print a paper copy of an invoice after an EDI invoice is transmitted electronically or when the advance ship notice ASN is used by the customer as the invoice EDI Invoice History Specify whether an invoice for this scheduled order can be selected for export to the customer in EDI format using Invoice Export 35 4 3 On new orders this field defaults from the Send EDI Invoices parameter specified for the customer in Trading Partner Parameter Maintenance 35 13 10 If that parameter is not specified the default is No Customer Schedules 51 Print Pack List Indicate whether a packing list for this order should be printed No the default Do not print a packing list for this order Yes Allow Sales Order Packing List to print the packing list Other factors such as confirmation partial shipment and
179. ne items after you enter the line View trade sales data in the Trade Sales PO Data frame at the line item level See Figure 6 5 on page 194 Fig 6 4 4S ee ats Customer Customer Scheduled Order Maint Go To ACTIONS Scheduled Order Maintenance 7 3 13 Order Data Frame Specify a trade sales order Trade Sales This field enables or disables trade sales functionality No the default This is a standard scheduled order Yes The system Automatically creates a supplier scheduled order a type of purchase order for each supplier of the line items Sets the ship type to blank on the trade sales order P See Figure 6 5 on page 194 Displays an additional Trade Sales PO Data frame at the line item level Prohibits you from setting the Sequenced field If line items already exist on the order the system prompts you to confirm that you want trade sales purchase orders created for them Once you confirm the system creates the trade sales FAQAD 194 User Guide QAD Scheduled Order Management Fig 6 5 Customer Scheduled Order Maintenance 7 3 13 Order Line Item Data Frame b See User Guide QAD Sales for information on shipment types AQAD supplier scheduled orders for the suppliers associated with the items in Item Master Maintenance If a valid supplier is not associated with the item on the order an error displays and you cannot continue If any existing lines have existing schedules or if you
180. ned in Item Master Maintenance in the Item field and that internal item corresponds to just one customer item the corresponding customer item number defaults to Customer Ref and Customer Item When you enter a valid internal item number in the Item field that does not have a corresponding customer item number an error displays You must change the item or set up a customer item cross reference in Customer Item Maintenance QAD 50 User Guide QAD Scheduled Order Management FAQAD When you enter a valid internal item number in the Item field that has more than one customer item number no default displays in the Customer Ref field You must specify a valid customer item in Customer Ref to continue When you leave the Item field blank and enter a valid customer item in the Customer Ref field the system enters the corresponding internal item number in the Item field and defaults the value in Customer Ref to the Customer Item field Setting this field to No has the following effects When you enter a valid customer item in the Item field that customer item number defaults to the Customer Item field The system replaces the value you enter in the Item field with the corresponding internal item number and displays a message to inform you of the change The customer item number displays next to the Customer Ref field but the Customer Ref field is not updated When you enter a valid internal item number that corresponds to just o
181. ng Cumulative Quantities on page 152 for details gt See Cumulative Received Maintenance on page 151 for details FAQAD 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 planning functions MRP and Schedule Update from MRP Cum Start Enter 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 your database 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 dictated 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 Cumul
182. ng and planning schedules Process shipments to fulfill the schedule requirements Depending on your business requirements set up the data required to manage schedules Typically this includes such things as customer calendars and order periods dock addresses and shipping labels A master order determines scheduling parameters In the short term the customer provides day to day shipping requirements These are firm commitments and override any existing plan for that period Customers may also provide advance schedules which are not firm orders These are used for planning production and scheduling material After releases are entered as customer schedules a required ship schedule can be calculated and the net demand passed to the Material Requirements Planning MRP module 23 menu gt See Chapter 2 Customer Schedules on page 25 Fig 1 4 Customer Schedule Task Flow gt For details see Running MRP on page 75 FAQAD 12 User Guide QAD Scheduled Order Management b See User Guide QAD Sales b See User Guide QAD EDI eCommerce FAQAD The system calculates due dates based on shipping lead times calendars and planned shipping schedules If noncumulative schedules are being processed requirement detail can be maintained throughout the process During shipment shipper lines that are tied to specific requirements are consumed This process is known as pegging The shipper workbenc
183. ning if it detects numbering gaps greater than the value specified FAQAD 102 User Guide QAD Scheduled Order Management FAQAD Example For example this field is Yes and Maximum Tolerance is 2 You process a schedule with sequences 1 2 5 6 7 No warning message displays because only two numbers are missing However with Maximum Tolerance set to 1 the same sequence generates a warning Maximum Tolerance Enter the maximum size of the gap in consecutive sequence numbers that is allowable for schedules associated with this customer ship to When Check Sequence Tolerance is Yes the system issues a warning if it detects numbering gaps greater than the value specified See the example above When Check Sequence Tolerance is No the system disregards this field Note Some environments use alphanumeric sequence numbers In these cases set Check Sequence Tolerance to No because the system cannot check alphanumeric sequence range integrity The system issues a warning whenever the value is set to Yes and an alphanumeric sequence number is processed Enter 0 zero to issue a warning whenever any gaps in sequence number are found Schedule Date Type Specify whether the dates referenced on the sequence schedule are delivery or shipment dates Shipment date indicates the date when the customer s truck or delivery service will pick up the shipment from your shipping dock Delivery date indicates the dates when the shipment must
184. nt quantities on unconfirmed shippers for the same order line number be included in the calculation The pegged quantities are unpegged from unconfirmed shippers and pegged to ship lines on newly created shippers This activity is optional It should only be used if unconfirmed shippers are left in the system for extended periods of time Transport Days Enter the number of calendar days it takes for a shipment to arrive at the customer site Specify a value only if your customer gives you a receipt schedule specifying the date they want the product in house If your customer gives you a shipping schedule they have already factored in the transportation time The schedule update functions uses this to set shipment dates Shipment Date Requirement Date Transport Days Trade Sales This field enables or disables trade sales functionality No the default This is a standard scheduled order Yes The system Automatically creates a supplier scheduled order a type of purchase order for each supplier of the line items Sets the ship type to blank on the trade sales order Displays an additional Trade Sales PO Data frame at the line item level Prohibits you from setting the Sequenced field Customer Schedules 49 If line items already exist on the order the system prompts you to confirm that you want trade sales purchase orders created for them Once you confirm the system creates the trade sales supplier scheduled ord
185. o the end of the sequence shipping schedule Calculations with Netting Logic 1 2 or 3 If you are using netting logic 1 2 or 3 and a sequence or shipping schedule ends in the middle of the weekly planning interval any open requirements on the planning schedule are moved to the next available open date using the following steps The system first calculates the amount of weekly requirements from the sequence shipping schedule It then compares this to the weekly planning requirements If the weekly requirements exceed the sequence and or shipping scheduled requirements the difference is added to the next open date The system calculates the next open date using the customer calendar and adding one day to the last sequence or shipping requirement in the week Customer Sequence Schedules 111 A new requirement is created on this day and contains the open requirements from the weekly planning schedule If the next open date falls into the following week no adjustments are made because the week has ended Note This applies only if SDP codes are not being used for the P See Netting schedule Logic 3 with SDP l Codes on Example The planning schedule begins on Monday the first day of the peers week The sequence shipping schedule ends on Wednesday The schedules overlap three days Monday Tuesday and Wednesday The system finds the difference between the three day requirements from the sequence shipping schedule and
186. o Per Item works in conjunction with Create Memos in the Retrobill Report 7 13 13 3 Both Memo Per Item and Create Memos must be set to Yes to print invoices The Reason Code and Comments fields are optional Click Next to move to the second frame Fig 2 21 Retrobill Retrobill Maintenance Go To Actions Maintenance 7 13 13 1 Sold To 6000 ABC Company Amendment Number 12795 1 As of Date 03 01 2007 Reason Code Memo Per Item Comments M Ship From 6000 D Order 50189 2 Line D Ship To 4010 P Item Number 100C P UM PO Number Customer Ref Model Year From Ship Date Price Change To Ship Date Amount Memo Invoice The second frame consists of two sections In the first section identify the scheduled order and line item being changed In the second define the terms of the retrobill The ship from ship to item PO number scheduled order number line item number customer reference and model year are used to select the scheduled order and line item being changed by the retrobill FAQAD 88 User Guide QAD Scheduled Order Management FAQAD Click Next to advance to the lower section of the frame In this section you define the terms of the retrobill by specifying From Ship Date To Ship Date These set the date range used for selecting invoices during retrobill processing Invoices falling outside this date range are not included Price Change Indicates whether the Amount field contains a ne
187. ode P SDT Description Ship Delivery Time Code Specify a one to three character identifier for this SDT code SDT Description Optionally enter a description for this SDT code Supplier Shipping Schedules 163 Click Next 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 Fig 5 4 x Ship Delivery Time mm p 7 Maintenance Ship Delivery Time Maintenance Go To ACTIONS Second Frame Ship Delivery Time Code PSD SDT Description Pacific Time Delivery Time Specify a delivery time to associate with this SDT code using the 24 hour time format For example 9 00 AM is 09 00 3 00 PM is 15 00 and 9 00 PM is 21 00 In the example shown in Figure 5 4 for supplier shipping schedules with SDT code 02 you expect deliveries to be made twice per day once at 8 00 AM and once at 2 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 Supplier Scheduled Order Maintenance 5 5 1 13 You should define scheduled order defaults to avoid repetitive entry of the P See Setting same supplier shipp
188. ols planned orders by date and quantity Schedule Days Specify the number of days of discrete dates and See Schedule quantities to appear on printed or transmitted releases and on reports ie and inquiries including intraday quantities and times details Schedule Weeks Specify the number of weekly bucketed quantities to appear on printed or transmitted releases and on reports and inquiries following any Schedule Days dates and quantities Each quantity represents the total requirement for the Monday through Sunday week Bucketing is for print and reporting purposes only Internally the system stores all requirements by discrete dates and quantities Schedule Months Specify the number of monthly bucketed quantities to appear on printed or transmitted releases and on reports and inquiries following weekly buckets and discrete dates and quantities Each quantity represents the entire month s requirements from the first Monday up to the first Monday of the following month Fab Auth Days Raw Auth Days Raw and fabrication authorization commitments are made to give suppliers some protection 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 costs Note Schedule Update from MRP uses these values only if scheduled requirements extend beyond the number of days in the a
189. omer receipts match your shipment records The following is a brief discussion of some significant fields This discussion focuses on Customer Plan Schedule Maintenance Customer Ship Schedule Maintenance is almost the same Any differences are noted Customer Schedules 65 Fig 2 12 Customer Plan schedule Maint Customer Plan Customer Plan Schedule Maint Go To Actions Schedule Maintenance Ship From 10000 Order S0192 Line 4 Ship To 4010 Medical company 7 5 1 Item Number 100C Finished Good C UM EA PO Number Customer Ref Model Year Release ID 001 Comments T Create Date 03 01 2007 10 02 07 Ship Delv Pattern gt Cumulative I Ship Delv Time Int Purpose Code gt Ext Purpose Code gt Schedule Date Type Delivery Prior Cum Req 0 0 Active Start 03 01 2007 Prior Cum Date 01 01 2007 Active End 04 30 2007 Customer Ref The value you enter in this field depends on the value See Customer in Customer Ref is Customer Item in Customer Schedules Control ams EU 7 3 24 If Customer Ref is Customer Item is Yes you must provide a valid customer item number When a customer item defaults it corresponds to the internal item number entered in Item Alternatively if you enter a customer item in Item then that customer item defaults here Any value you enter here is validated against existing customer item numbers If Customer Ref is Customer Item is No optionally enter any customer refere
190. or this supplier Firm Days Schedule Days Schedule Weeks Schedule Months Fab Auth Days Raw Auth Days Ship Delivery Time Code These fields set the default values for their corresponding fields in Supplier Scheduled Order Maintenance 5 5 1 13 when a scheduled order is created for this supplier Scheduled Orders Use Supplier Scheduled Order Maintenance 5 5 1 13 to set up scheduled orders Scheduled orders define the parameters used 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 scheduled order line items Supplier Shipping Schedules 165 Table 5 4 lists Supplier Scheduled Order Maintenance fields that play a role in supplier shipping or planning schedules Most of these fields default from Supplier Controls Maintenance if a supplier record exists otherwise they default from Supplier Schedule Control Field Importance to Supplier Shipping Schedules Print Schedules Use these fields to specify how generated shipping or planning EDI Schedules schedules for the order will be delivered to suppliers Fax Schedules Firm Days For supplier shipping schedules quantities and dates within the period you s
191. p delivery pattern 11 Zero requirement schedules are sent to the supplier only when Send Zero Requirements is Yes in Supplier Controls Maintenance 12 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 Release IDs When Generate Date Based Release ID is Yes in Supplier Schedule Control 5 5 1 24 Schedule Update from MRP generates supplier schedule release IDs based on the date their associated schedules were created or updated 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 Supplier Shipping Schedules 173 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 Supplier Shipping Schedule Maint 5 5 7 7 to modify planning or shipping
192. pecify in this field are not changed by Schedule Update from MRP Schedule Days Schedule Update from MRP uses these values to determine the Schedule Weeks number of days weeks and months that display on schedules Schedule Months based on this order line Shipping schedules are generated for the number of days specified in the Schedule Days 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 These fields indicate the number of days the system uses to Raw Auth Days 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 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 data are sent to the supplier as part of the planning schedule 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
193. planned purchase orders are managed with supplier schedules where they can be edited and communicated to the supplier as schedules You can send these schedules using EDI eCommerce The schedules can also be printed or sent to a file that interfaces with fax software When you receive items schedule quantities are updated These quantities are reset periodically typically at year end Other optional modules support supplier schedule functions for example You can use Supplier Consignment Inventory to plan order receive stock track and report supplier consigned material while at the same time deferring invoicing and accounts payable AP transactions You can use Logistics Accounting to track third party transportation costs incurred when a product is shipped by your supplier Scheduled Order Management 15 Supplier Shipping Schedules The optional Supplier Shipping Schedules module 5 5 7 lets you generate separate supplier planning and shipping schedules You can use supplier shipping schedules and supplier planning schedules 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 reg
194. plier calendar 128 161 Supplier Calendar Maintenance 128 161 Supplier Controls Maintenance 163 Supplier field in trade sales order 194 Supplier Item Maintenance 189 supplier planning schedule automatic update 173 bucketing 170 data entry 173 exporting 177 modifying 173 type 156 Supplier Planning Schedule Maintenance 173 supplier planning schedules in trade sales 16 supplier records for trading partner parameters 207 Supplier Schedule Control 127 160 supplier scheduled order creating 129 Supplier Scheduled Order Maintenance calendar options 33 header frame 129 Order Line Item Data frame 132 role in trade sales 129 setting up 164 Shipping Schedule Info pop up 166 supplier schedules 123 153 bucketing 147 169 defined 124 manually modifying 173 order receipt 148 ASN 148 confirming shipments 150 invoices 148 receiving document 148 shipment IDs 149 shipping labels 148 orders Cum Start field 140 firm days 136 resetting cumulative received 152 schedule days 137 schedule months 137 schedule weeks 137 standard pack quantity 140 transport days 137 processing 142 167 transmitting scheduled releases 146 176 setting up 127 control values 160 MRP percentages 167 supplier calendars 128 161 supplier control data 163 Supplier Schedules Menu 158 Supplier Schedules Processing Menu 201 Supplier Schedules Setup Menu 201 Supplier Shipping Schedule 146 176 Supplier Shipping Schedule Control 212 Supplier Shipping Schedule Maintenance 1
195. port trade sales supplier ASN Check trading partner parameters Confirm trade sales order exists Create purchase order shipper receipt Create purchase order shipper Creating and Processing Trade Sales Orders 199 NEN Create sales order shipper Confirm sales order shipper Queue ASN for export to customer Export ASN to customer Since most of the trade sales process is automated once you complete the setup tasks you perform only the following tasks Import the trade sales supplier ASN Optionally verify that the system created trade sales shipment related documents In Figure 6 7 the system performs all steps except the first and last step Importing the ASN You import the ASN from the trade sales suppliers to initiate the automatic generation and processing of trade sales shipment documents Use Document Import 35 1 or eCommerce Manager 35 5 to import all incoming EDI documents Once you import the ASN the system Creates a PO shipper then receives items against it Fig 6 7 Trade Sales Order Process P See Setting Up Trade Sales on page 189 b See User Guide QAD EDI eCommerce FAQAD 200 User Guide QAD Scheduled Order Management P See Setting Up Trading Partner Parameters on page 197 FAQAD Creates an SO shipper then confirms it Optionally creates an ASN and send
196. ported into the system the following occurs 1 The system automatically creates a PO shipper for the items on the ASN 2 The system automatically receives trade sales supplier items against the PO shipper 3 APO shipper receipt temporarily adds inventory to your system Scheduled Order Management 19 Note The system requires the temporary addition of inventory for shipping processes however the tier one supplier never receives physical material 4 AnSO shipper is created for all the items on the original ASN 5 An SO shipper confirmation issues inventory from your system 6 An ASN is optionally created and sent to the customer Shipment Trade sales suppliers send materials related to the ASN directly to the customer In a trade sales process you never receive materials intended for the customer Billing As a tier one supplier you are responsible for billing the customer and P See User Guide paying the trade sales supplier The customer sends you payment for the p 2 Fed UAE materials received from the trade sales supplier then you pay the trade on billing sales supplier Figure 1 8 depicts the payment process in a trade sales environment QAD 20 User Guide QAD Scheduled Order Management Fig 1 8 Trade Sales Billing b See User Guide QAD EDI eCommerce Table 1 1 Trade Sales Documents Exchanged through EDI eCommerce FAQAD EDI eCommerce Invoice Customer Tier One Su
197. pplier EDI eCommerce i ERP System i Create Shipper Documents qucm PORE Export ASN Create and Send Invoice Receive Send Payment Invoice Trade Sales Supplier EDI eCommerce plays an important role in trade sales by importing and exporting documents to and from trade sales customers and suppliers The import of documents triggers the automatic generation of additional trade sales documents Table 1 1 lists the documents that EDI eCommerce exchanges and any automatically generated documents that result from an import Automatically Sent By Received Automatically Queue for Document From Generated Document Export ASN From trade sales PO shipper PO shipper suppliers to you receipt SO shipper SO shipper confirmation ASN ASN To trades sales Yes customer from you Scheduled Order Management 21 Automatically Sent By Received Automatically Queue for Document From Generated Document Export Customer shipping From trade sales Supplier shipping schedule customer to you schedule Customer planning From trade sales Supplier planning schedule customer to you schedule Supplier planning To trade sales supplier Yes schedule from you Supplier shipping To trade sale supplier Yes schedule from you You
198. 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 Supplier Shipping Schedules 179 receipts The ship delivery pattern displays then the order detail The detail shows any prior open quantities including quantities in transit and 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 quantity Fig 5 14 SUPPLIER SHIPPING SCHEDULE Supplier 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 supti1s2 Release Date 02 18 02 Purchase Order suptl Buyer Item Number car 0 UM EA In Transit Qty 0 0 Receipt Date 13 15 Receipt Qty 0 0 Supplier Item Cum Received 0 0 Contact Packing Slip Shipper Deliver Deliver Interval Date Time Reference Q Req Oty Cum Req Qty Net Req Qty Prior 0 0 0 0 02 21 02 f 500 0 500 0 500 0 02 22 02 f 60 0 560 0 60 0 02 23 02 f 30 0 590 0 30 0 02 24 02 f 55 0 645 0 55 0 02 25 02 f 30 0 675 0 30 0 T
199. quence pack list Create self bill The supplier normally receives customer sequence schedules into the system using EDI eCommerce Then the supplier uses the sequence schedule to plan and pick material to be shipped to the customer Using the information contained on the customer sequence schedule the supplier packs and ships the material when the OEM needs it and in the order the OEM plans to consume it FAQAD 14 User Guide QAD Scheduled Order Management b See Chapter 4 Supplier Schedules on page 123 Fig 1 6 Supplier Schedule Task Flow b See User Guide QAD Purchasing FAQAD Supplier Schedules Supplier schedules are cumulative schedule driven purchase orders with multiple line items from which releases of requirements and due dates are issued Figure 1 6 illustrates the steps required to process supplier schedules Make any needed manual adjustments to schedules Set up scheduling data and create scheduled orders Transfer schedule to supplier using print FAX or EDI ECommerce Assign an MRP percentage to each order Generate reports and delete archive obsolete schedules Create schedule releases from MRP requirements Each release has its own ID number Send each supplier the most recent release which replaces previous releases and becomes the active one Net requirements are recalculated with each scheduled release and each shipment receipt MRP
200. quence numbers on the invoice whenever it is printed with Invoice Post and Print or any other function that prints invoices The inclusion of the range of associated sequence numbers on the printed invoice is dependent on the customer control record or Sequence Schedule Control settings The range prints at the end of the invoice once all invoice lines have been printed When you export an invoice that is associated with sequence schedule lines that invoice can optionally include the sequence information associated with it The inclusion of sequence information is dependent on the customer control record or Sequence Schedule Control settings Use Invoice Export 35 4 3 to export invoices with EDI eCommerce Item Number UM Shipped Backorder Tax Price Ext Price item x EA 10 0 0 0 no 100 00 1 000 0 Item x Purchase Order pol01 Customer Job jobl Sequence To Customer Sequence Schedules 119 The following programs also print a range of sequence numbers on the invoice based on the customer control record or Sequence Schedule Control settings Invoice Print or Reprint 7 13 12 Pre Shipper Shipper Confirm 7 9 5 Shipper Unconfirm 7 9 21 Removing Historical Sequence Data Use Schedule Delete Archive 7 5 23 to selectively delete archive inactive sequence schedules and any associated inactive detail and cross reference records Use the Sequence field to indicate whether sequence schedules that fit the selection crit
201. queues the confirmed SO shipper for export to the customer based on trading partner setup for the supplier Verifying Trade Sales Documents Use reports and inquiries in the Supplier Schedules Setup Menu 5 5 1 Supplier Schedules Processing Menu 5 5 3 and Customer Schedules Setup Menu 7 3 to verify scheduled order data You can only access or maintain a trade sales order in Customer Scheduled Order Maintenance 7 3 13 If you attempt to access or maintain a trade sales order in Sales Order Maintenance 7 1 1 the system displays an error message and prompts you to enter another sales order number Exporting ASNs to the Customer You run eCommerce Manager 35 5 and 35 22 13 to automatically export ASNs to the customer The ASNs must be queued for export first If you want to review the ASNs first do not run eCommerce Manager Figure 6 8 shows you the option to select for trade sales ASN processing As soon as you select the option to export ASNs and respond to prompts eCommerce Manager runs Fig 6 8 cran M as eCommerce eCommerce Manager Go To Actions Manager 35 5 Polling Frequency per Hour 0 Hours of Polling 4 00 Export ASN Import Files Export PO Export PO Change Export PO Ack Export PO Change Ack EXPORT SUPP SCH v Print Details v Print Fail Pass Both B Both Set for trade sales FAQAD 202 User Guide QAD Schedule
202. r Item Number 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 defaults If you are manually creating a new release for this schedule enter a new release ID b See Effective Dates on page 125 gt See Auto Update Plan From Ship on page 161 FAQAD 174 User Guide QAD Scheduled Order Management Fig 5 9 Supplier Planning Schedule Maintenance 5 5 7 6 Cumulative Information Fig 5 10 Planning Schedule Detail Data Frame AQAD Supplier Planning Schedule TX Supplier Planning Schedule Maint Go To ACTIONS Purchase Order P1121 Line 2 Item Number 1 BB UM EA Supplier 5000 Acme Supply Co Ship To 10000 Release ID 1000 01 Comments T Create Date 05 02 2007 11 55 27 Prior Cum Req 0 0 Active Start 05 02 2007 Prior Cum Date Active End 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 Planning Schedule TX Supplier Planning Schedule Maint Go To ACTIONS Purchase Order p1121 Line 2 Item
203. r line end date as the active order line date range Transmitting Supplier Schedules Transmit the scheduled release using Schedule Print 5 5 3 8 which lets you print a hard copy of the schedule to send to your supplier For a schedule to be selected for printing Print Schedules must be Yes in Supplier Scheduled Order Maintenance 5 5 1 13 This field defaults to Yes on new orders Schedule Print creates the printed supplier schedule In the header of this document the supplier and ship to information the release ID purchase order number item number receipt quantity and cumulative receipts appear 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 You specify whether the system uses calendar or working schedules to interpret firm days in the Calendar Working Firm Days field in Schedule Update from MRP The system uses the value of this field when printing schedule firm days If you specify working schedules the system treats holidays as nonworking days when the supplier schedule is calculated with working firm days Schedule Print in Fax Format 5 5 3 9 which formats the schedule for facsimile transmission For a schedule to be selected by this program Fax Schedules must be Yes in Supplier Scheduled Order Maintenance This field defaults to No on new orders Supplier Schedules 147 When you transmit
204. r Qty Enter the maximum cumulative quantity for the life of this order When this quantity has been exceeded the system displays warning messages at order updates maintenance functions inquiries and reports Std Pack Qty Enter the value used for shipping orders for this item This field is similar to Order Multiple in the item master but appears here because the standard shipment multiple may be different for different customers The schedule update rounds order quantities up Customer Schedules 61 to this multiple In order to preserve the scheduled order packing multiple you must remove any order multiple specified in Item Master Maintenance 1 4 1 Plan SDP Ship SDP Enter a code specifying the default ship delivery pattern These codes indicate the days of the week or month that shipments or deliveries are required SDP codes can differ for shipping and planning schedules For instance if planning schedules are not used leave these fields blank to avoid any rescheduling of the planning dates while the ship schedule is rescheduled based on your shipping days The system uses SDP codes to calculate actual required ship dates See Netting when it updates the RSS It preserves the planning SDP code when it Pan adds excess planning quantities to the RSS For example the system places the excess quantity on Friday when you select netting logic 5 and The planning SDP code stipulates Monday Wednesday and Friday
205. ranges such as ship from sold to ship to dock address item number PO number customer ref model year and order 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 totals FAQAD Customer Schedules 85 Shipment Effective Date Enter the type of date specified in Cum Shipped Start Date Shipment The value in Cum Shipped Start Date is the date when the shipment was initially entered into the system Effective 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 Remarks Enter any general comments Sort Option Enter the sort option that determines the order the information prints on the report Adjusting Prices with Retrobills Retrobilling is the term used for a price changing practice common among automotive suppliers This practice also applies
206. ransmitting 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 FAQAD 180 User Guide QAD Scheduled Order Management Fig 5 15 Schedule Print in Fax Format 5 5 3 9 AQAD x Schedule Print in Fax Format Go To ACTIONS Purchase Order P To 2 Item Number P To P Supplier 2 To Fe Ship To D To D Buyer 2 To D Schedule Type 4 Supplier Schedule Print Zero Schedules M Print Lines With Zero Required Quantity v Reviewing and Comparing Releases Optional modules within the system provide 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 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 module specific fields but these fields are not editable In addition the following reports and inquiries are added by
207. rder Qty 100 Inspect Yield Percent 100 0096 Batch Qty 1 0 Ins LT 0 P Cum LT 16 Run Time 0 000 Order Period MfgLT 3 PurLT 0 Setup Time 0 000 Safety Stock 0 EMT Type NON EMT 2 Safety Time 0 ATP Enforcement NONE D Auto EMT Processing Reorder Point 0 Family ATP Network Code P Revision D ATP Horizon 0 Routing Code MDR100 D Issue Policy v Run Seq 1 2 BOM Formula JD 2 Pp Specify trade sales supplier of item Setting Up a Trade Sales Order Use Customer Scheduled Order Maintenance 7 3 13 to create a trade sales customer scheduled order The Trade Sales field in Customer Scheduled Order Maintenance identifies a trade sales contract and initiates trade sales processing When you identify an order as a trade sales order the system Prohibits updating the Trade Sales field once line items exist FAQAD 192 User Guide QAD Scheduled Order Management FAQAD Manages all of the items on the order as supplied from trade sales suppliers Sets Type to blank on the trade sales order Automatically creates the supplier scheduled orders for each supplier of the items on the trade sales order Displays an additional Trade Sales PO Data frame at the line item level Once you set an order as a trade sales order the system prevents you from Modifying the system created supplier scheduled order that is linked to the trade sales order Allocating percentages for a supplier scheduled order that is
208. rder between the customer and trade sales supplier To ensure that order and shipment processing among the customer your company and the trade sales supplier references the same item Use Item Master Maintenance 1 4 1 first to define items that you reference on trade sales orders Creating and Processing Trade Sales Orders 191 If necessary use Customer Item Maintenance 1 16 to cross reference the customer item number to your item number If necessary use Supplier Item Maintenance 1 19 to cross reference the trade sales supplier item number to your internal item number Defining Trade Sales Suppliers for Items Trade sales suppliers must be defined for the items you are processing on your trade sales order Specify trade sales suppliers for items in Item Master Maintenance 1 4 1 You associate one trade sales supplier with a particular trade sales item Enter the trade sales supplier in the Supplier field in the Item Planning Data frame in Item Master Maintenance Fig 6 3 x Item Master Item 100A Go To ACTIONS Maintenance 1 4 1 Item Item Planning Data Item Number 1004 Description Finished Good A Frame Unit of Measure EA Item Planning Data Mstr Sched iM Buyer Planner P Phantom Plan Orders Supplier P Minimum Order 0 Time Fence 5 PO Site MD200 2 Maximum Order 0 MRP Required Iv Purchase Manufacture M 2 Order Multiple 1 Order Policy POQ Configuration Type D Op Based Yield O
209. re active You can return items for inactive lines To make a line active again to continue processing change the scheduled order header end date to a later date in Supplier Scheduled Order Maintenance 5 5 1 13 Two reports let you display scheduled order data based on effective date ranges Scheduled Order Report 5 5 1 15 Order End Effective Report 5 5 1 16 Use Scheduled Order Report to display scheduled order lines that are active during a specified time period The system displays scheduled order lines that have an active date range that falls within the date range you specify or overlaps the date range you specify Use Order End Effective Report to display scheduled orders and lines that close during a specified time Supplier Schedules 127 Zero Schedules When there is no demand for an item you can create a zero quantity schedule as a way of informing suppliers that an item is not needed Zero schedules have a single line order with a quantity of zero to indicate the item is no longer required from the supplier You can create a zero quantity schedule when The prior schedule has zero net requirements A record exists in Scheduled Order MRP Maintenance 5 5 1 17 or Subcontract Order MRP Maintenance 5 5 1 21 The number of zero schedules sent by the system does not equal the number specified in Supplier Scheduled Order Maintenance 5 5 1 13 Note The system count of zero schedules does not includ
210. release and the corresponding references on the active release If you modify an inactive schedule the system prompts you to make that schedule active Active This value indicates whether this schedule is the active schedule There can be only one active schedule at any time for a ship from ship to combination Cumulative Indicate whether schedule quantities are cumulative or discrete No Schedule quantities are discrete quantities Quantity can be updated in the schedule detail Yes Schedule quantities are cumulative quantities Cum Quantity can be updated in the schedule detail Packing Order Specify whether sequence packing lists for this customer ship to should be printed in forward or reverse order on schedule reports Sequences Per Container Specify the maximum number of sequences that fit in a container This value is used by Picklist Pre Shipper Automatic 7 9 1 and Sequence Pre Shipper Automatic 7 5 4 10 to display breaks between multiple containers Example A customer uses uniform containers that can hold 10 sequences each and a pre shipper is built containing 50 sequences The sequence packing list will display 5 groups of 10 sequences This is a guide to help the loading dock worker know how many containers to pack Check Sequence Tolerance Enter Yes to have the system check schedule sequence numbers on this schedule for gaps Specify the size of acceptable gaps in Maximum Tolerance The system issues a war
211. reverify the structure of the shipper Print shipping labels using Shipping Label Print 7 7 7 or SO Shipping Label Print 7 9 14 Print the labels by container If you have referenced multiple containers under one container ID multiple labels print If no other containers are referenced one label prints Select the printer for which you have added barcode escape codes and developed template files Confirm the shipper using Pre Shipper Shipper Confirm 7 9 5 This program confirms individual shipments by shipper ID For noncumulative schedules requirement detail consumption takes place during this step Confirmation decrements finished goods inventory updates GL accounts and increases the cumulative shipped quantity Depending on how the Post Invoice field is set it may also post an invoice b See Pegging Requirement Detail on page 80 P See Setting Up Configured Messages on page 40 for details P See Consuming Requirements on page 82 QAD 78 User Guide QAD Scheduled Order Management b See User Guide QAD Sales for details FAQAD The value of Post Invoice initially defaults from the Auto Inv Post field in the scheduled order header When Post Invoice is No the standard procedure for processing an invoice using Invoice Post and Print 7 13 4 applies When Post Invoice is Yes Pre Shipper Shipper Confirm automatically posts the invoice to the customer s AR account You c
212. rmation a required ship schedule is created When material requirements planning MRP is run planned work orders and purchase orders are created to fulfill the required ship schedule The planned purchase orders can be used to create a schedule for your suppliers communicating your requirements to them Characteristics of Schedules Customer schedules and supplier schedules represent two points of view relative to schedules The schedules however have similar elements Shipping Schedules Shipping schedules are used to coordinate the delivery of materials in the short term typically one to two weeks Demand is reported in detail with quantities specified by date or by date and time Shipping schedules can be updated frequently to reflect changes in production line schedules Scheduled Order Management 9 Planning Schedules Planning schedules are used for moderate and long term planning of production materials and resources Demand is summarized and reported in quantities aggregated by day week or month Planning schedules reflect requirements from repetitive schedules released orders master schedule orders and planned orders produced by material requirements planning MRP Schedule Horizons The horizon of a planning schedule should be long enough to allow the supplier to plan materials and resources to support it It should be longer than the cumulative lead time for the item being supplied Fig 1 2 Schedule Hori
213. rs that it links to the trade sales order The system also automatically creates a trade sales supplier shipping schedule when you Import a trade sales customer shipping schedule Modify an existing active customer shipping schedule in Customer Ship Schedule Maintenance 7 5 2 Reactivate a currently inactive trade sales customer shipping schedule in Customer Ship Schedule Maintenance The system also automatically creates a trade sales supplier planning schedule when you mport a trade sales customer planning schedule Modify an existing active customer planning schedule in Customer Plan Schedule Maintenance 7 5 1 Reactivate a currently inactive trade sales schedule in Customer Plan Schedule Maintenance Supplier Shipping Schedules You cannot view or edit the details of these system created supplier shipping or planning schedules using maintenance programs in the Supplier Shipping Schedules module If you try the system displays an error message You can enter the trade sales PO number in the reports and inquiries in the Schedule Processing Menu to view or print supplier shipping or planning schedules EDI eCommerce can automatically export supplier shipping or planning schedules to trade sales suppliers depending on Trading Partner Parameter Maintenance 35 13 10 and eCommerce Manager 35 5 settings Types of Purchase Orders Table 5 1 contrasts the characteristics of optional supplier schedules with other k
214. rt the entry in the queue includes the schedule type and the scheduled order and line EDI eCommerce retrieves and exports only the supplier schedule that is active at the time of export After successful export the system deletes the queued entry If the system creates a new supplier planning or shipping schedule for this supplier the new schedule is automatically the active supplier planning or active supplier shipping schedule for this order line EDI eCommerce exports the new active supplier shipping schedule Generating and Processing Schedules 209 Processing the Schedules You can start processing trade sales schedules only after you have set up P See User Guide all EDI eCommerce functionality and a trade sales order exists This RH section describes the process flow for trade sales schedules Trade sales schedule functionality primarily involves the automatic creation of trade sales supplier shipping and planning schedules when you import create or update a customer planning or shipping schedule You can choose to automate the entire supplier schedule process In this P See Automating case once you import a customer planning or shipping schedule you oo perform only the following tasks page 216 Verify that the system created matching supplier planning or shipping schedules for the customer schedules Verify that the system exported the system created schedules to your trade sales suppliers Figure 7 3 depicts the process
215. rting 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 08 01 02 Page 1 Quality Products Inc Time 16 49 06 Order Ln Item Number Ship Release Id Plan Release Id roroa 18620 o 19990118 000 1999018 00 Date Ship Discrete Qty Plan Discrete Qty Qty Diff Variance Ship Cum Qty Plan Cum Qty Cum Qty Diff Variance 01 29 09 1050 10 0 50 05 o 105 0 100 0 rr o5 Order Ln Item Number Ship Release Id Plan Release Id P01127 1 kwea 19990118 008 1s 90118 005 Fig 5 16 Ship to Plan Schedule Compare 5 5 7 14 Fig 5 17 Ship to Plan Schedule Compare Output 5 5 7 14 FAQAD 182 User Guide QAD Scheduled Order Management Fig 5 18 Schedule Comparative 5 5 3 15 Fig 5 19 Schedule Comparative Output FAQAD 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 Schedule Comparative Purchase Order Item Number Supplier Ship To Sche dule Type 4 Release ID Release ID Go To P y P ACTIONS 49 Supplier Schedule Line UM Output Fe Prior 06 11 02 06 13 02 08 00 06 14 02 08 00 06 18 02 07 18 02 07 25 02 07 25 02 07 01 02 07 01 02 07 08 02 07 08 02 07 15 02 07 15 02 07 22 02
216. s can be downloaded from the QAD Web site to your computer You can view and print them with the free Adobe Acrobat Reader HTML files let you view user documentation through your Web browser and use search tools for easily locating topics of interest Conventions Screen Illustrations System functions are available in a feature rich NET based graphical user interface UI a subset of functions can be used in a simplified character interface All screenshots in the documentation show the NET UL Navigation in the two UIs is not the same The user guide text follows the navigation model of the NET UI for moving from one screen to the next In the character interface the Progress status line at the bottom of a program window lists the main UI specific keyboard commands used in that program In the NET UI alternate commands are listed in the Actions menu For complete keyboard command summaries for UI navigation refer to the appropriate chapters of User Guide QAD User Interfaces Typographic This document uses the text or typographic conventions listed in the following table If you see It means monospaced text A command or file name italicized A variable name for a value you enter as part of an operating monospaced text system command for example YourCDROMDir FAQAD 4 User Guide QAD Scheduled Order Management FAQAD If you see It means indented command line A lon
217. s holding other containers and or end items Each shipper has a unique ID which can also be the ASN number Shipment maintenance relies on a structural relationship between items and containers Containers are similar to parents and can include any number of items or other containers A shipper is defined for the entire shipment which contains all containers as well as any items that are not in containers FAQAD 76 User Guide QAD Scheduled Order Management Fig 2 17 Scheduled Order Shipping Flow Use Container Workbench to create containers Y Y Create shippers manually with Create shippers automatically Pre Shipper Shipper with Shipper Gateway or Workbench Picklist Pre Shipper Automatic Y Verify shipper automatically or run Manual SO Shipper Verification aged print shipping aza 2 optional Confirm shipper with Pre Shipper Shipper Confirm Optionally print the shipper or export an advance ship notice ASN for EDI transmittal Print and or transmit invoice Each shipment is processed in a similar manner using the following steps Not all steps are required P See User Guide 1 Containerize the shipment using Container Workbench 7 7 1 or use oe for Pre Shipper Shipper Workbench 7 9 2 to add items and containers to shippers directly You can also define the shipper using Sales Order Shipper Maintenance 7 9 8 This step can be done without defined contain
218. s it to the customer Sending Receiving RAN Data If the Trade Sales supplier sends an ASN with release authorization number RAN data that they shipped to the customer the system compares RAN data on the incoming ASN with the RAN data on the customer schedule This lets the system know how much the supplier shipped for each RAN PO Shipper The system creates the PO shipper for the trade sales supplier scheduled order based on the supplier name and item number on the trade sales supplier ASN The PO shipper contains the item numbers quantities and lot serial numbers listed in the imported ASN PO Shipper Receipt The PO shipper receipt records the temporary addition of inventory in the system for the items recorded on the PO shipper SO Shipper The system creates the SO shipper from the PO shipper receipt or directly from the data on the inbound ASN depending on trading partner parameters The system creates the SO shipper for the customer scheduled order that is linked to the supplier scheduled order The supplier scheduled order is the one for which the system created a PO shipper The SO shipper ID is assigned based on the sequence specified in Container Shipper Control 7 9 24 SO Shipper Confirmation The SO shipper confirmation records shipment of the material listed on the SO shipper and issues those materials out of inventory Creating and Processing Trade Sales Orders 201 SO Shipper Queue for Export The system
219. select from a wide array of barcode label design software in creating templates Each third party package may have different requirements for creating a template In addition to creating template files you must have a barcode capable printer You may need to add printer control codes in the Bar Code Control frame in Printer Setup Maintenance 36 13 2 depending on the third party software selected The printer codes are usually described in the printer hardware manufacturer s documentation Escape codes for many of the standard printer types should be provided in the documentation of the third party barcode template design software that you choose Enter template values in Shipping Label Definition Maintenance 7 3 11 Each of these template values corresponds to an order field value At print time they are converted to barcode symbols Table 2 3 lists template values and the field data that replaces them Template Value Data Field Customer Schedules 37 Table 2 3 Entry Program Template Values 000001 000002 000003 000004 000005 000006 000007 000008 000009 000010 000011 000012 000013 000014 000015 000016 000017 000018 000019 000020 000021 Container ID Shipper ID Customer Item Item Number Description Quantity Purchase Order Supplier Ship From Name Net Weight Gross Weight Number of Sub containers UM Special 1 barcoded data value Special 2 barcoded data value Special 3 barcoded data val
220. setup tasks FAQAD 32 User Guide QAD Scheduled Order Management Fig 2 1 Customer Schedules Setup Flow b See page 39 for details b See page 43 for details FAQAD Set up customer calendars and order periods Set up dock addresses Set up shipping label templates and cross references Set up customer schedule control values Two steps are optional If you use a noncumulative accounting procedure you also need to i Set up requirement detail categories Set up configured messaging Set up scheduled orders set up categories to use for requirement detail pegging If you want to add special checks to verify shipper structure or modify how the system verifies authorization numbers use Configured Message Maintenance 36 4 6 13 to customize the validation process Setting Up Schedule Data This section covers setting up data used in other customer schedule functions Customer calendars Customer order periods Customer dock addresses Shipping labels Customer Schedules 33 Customer Calendars When customers do not work the same days that you do you should set up customer calendars in Customer Calendar Maintenance 7 3 1 You can create A customer calendar for a standard work week and for nonworking days such as holidays A default customer calendar that applies to all customers ship to addresses A custo
221. shipped quantities to determine the open MRP requirement Note Cumulative based users set Ship To Cum Req to Cum in Customer Scheduled Order Maintenance 7 3 13 while requirements based users set Ship to Cum Req to Req The PCR quantity is the total quantity required prior to the prior cumulative date of the current release By default this is the last day of the previous release Customers can send PCR quantities to you when they send schedule release information that you import into the system You can specify the Prior Cum Date and manually enter shipping PCR planning PCR and RSS PCR quantities needed before the current schedule begins when you edit or create a schedule in Customer Plan Schedule Maint 7 5 1 Customer Ship Schedule Maint 7 5 2 Required Ship Schedule Maint 7 5 3 You can instruct the system to include the shipping and Planning PCR quantities as additional requirements to the current release when you create the RSS with Required Ship Schedule 7 5 5 Update or Selective Req Ship Sched Update 7 5 6 To do this set the Use Ship Plan PCR field in Customer Schedules Control 7 3 24 or Container Shipper Control 7 9 24 If cumulative based users set netting logic to 3 they typically set Use Ship Plan PCR to Yes The following example depicts the RSS outcome with these settings Customer Schedules 31 Example The shipping schedule release depicts week 1 and week 2 ship dates The planning schedule covers w
222. splay only Supplier This field displays the trade sales supplier ID for the item Creating and Processing Trade Sales Orders 195 PO Number This field displays the supplier scheduled order number that the system created for the trade sales line item Note Use Scheduled Order Inquiry 5 5 1 14 or Purchase Orders by Order Report 5 9 1 to view details of a supplier scheduled order If you attempt to access trade scheduled orders in either Supplier Scheduled Order Maintenance 5 5 1 13 or Purchase Order Maintenance 5 7 the system displays an error message PO Line This field displays the supplier scheduled order line number for the item Modifying the Trade Sales Order If you modify any of the following fields in the trade sales order the system automatically updates them on the supplier scheduled order it created Fab Auth Days Raw Auth Days Cum Start Max Order Qty Location Comments Consigned Supplier Scheduled Orders If you use Supplier Consignment Inventory you can set a trade sales order as a consigned order however the setting of the Consignment fields on the trade sales supplier scheduled order are not related to the Consignment setting of the trade sales order The system sets the Consignment field for the trade sales order based on defaults Supplier scheduled orders have a Consign field at both the header and line levels The header field defaults first from the Consignment Orders field in
223. stomer item defaults it corresponds to the internal item number entered in Item Alternatively if you enter a customer item in Item then that customer item defaults here Any value you enter here is validated against existing customer item numbers If Customer Ref is Customer Item is No optionally enter any customer reference This value is not validated Model Year Optionally enter a model year for the scheduled order line item FAQAD Customer Schedules 57 UM Enter the unit of measure for the item For inventory items this defaults from the item master record Line Enter the line number that uniquely identifies a scheduled sales order line item The system assigns line item numbers automatically when you add new line items Use this number to access and modify an existing line item Order Line Item Data Frame There are two Order Line Item Data frames that display Figure 2 10 shows the first frame Figure 2 11 shows the second frame Values in the first header frame specify pricing forecast taxing and item location Other critical fields are described after the Figure 2 10 Fig 2 10 zx Customer Customer Scheduled Order Maint Go To Actions Scheduled Order Maintenance Order Line Item Data Ship From 10000 Order 50189 First Frame Ship To 4010 Medical Company Item Number 1 bb Red Bean Bag UM EA PO Number Customer Ref Model Year Line 1 Order Line Item Data Discount Tbl Fe Consume Forecast
224. sults in an excess planning quantity of 30 in the overlap week The shop calendar shows open days as Monday through Friday The customer calendar shows open days as Monday through Saturday When you specify netting logic 5 the system compares the shop calendar to the customer calendar Because the shop calendar has the shortest gap the system uses it to determine open days It then spreads the excess planning quantity of 30 over the two remaining open work days of the shop calendar So the last overlap week on the RSS is as follows Monday 10 Tuesday 10 Wednesday 10 Thursday 15 Friday 15 Customer Schedules 29 If the customer calendar work days were from Monday through Thursday the system would use the customer calendar to spread the excess planning quantity In this case the RSS would show the following results for the last overlap week Monday 10 Tuesday 10 Wednesday 10 Thursday 30 Calendar Options RSS and Netting Logic When you set RSS Calendar Option to 3 no calendars in P See Customer Container Shipper Control 7 9 24 Customer Data Maintenance 2 1 1 Se on and Customer Scheduled Order Maintenance 7 3 13 you indicate that the system should not adjust the initial and final RSS dates by shop or customer calendars however if you set netting logic to 5 the system uses a calendar or calendars to determine the days over which to spread the excess planning quantity regardless of how you set R
225. t them manually using Invoice Post and Print 7 13 4 When Post Invoice is Yes invoices are automatically posted during shipper confirmation to the general ledger Accounts Receivable AR account specified for the customer You can print accumulated invoices using Invoice Print or Reprint 7 13 12 This value defaults from the Auto Invoice Post field in Customer Schedules Shipper Acct Control 36 9 7 gt For details see Sequence Detail Data Frame Sequenced This field is available only when using the optional Customer Sequence Schedules 7 5 4 module It indicates whether the scheduled order is a sequenced scheduled order If Yes enter sequence information in the Sequence Delivery Data frame 7 5 4 5 on page 103 FAQAD 48 User Guide QAD Scheduled Order Management gt See Section 3 Trade Sales beginning on page 185 P See Supplier Schedules on page 121 FAQAD This value is used by EDI eCommerce Required Ship Schedule Update 7 5 5 and Picklist Pre Shipper Automatic 7 9 1 to verify whether scheduled orders are sequenced orders It defaults from the Scheduled Order Default field in Sequence Schedule Control 7 5 4 24 Note Sequenced schedules are not supported when using a trade sales arrangement therefore if Trade Sales is Yes this field is display only Dynamic UnPeg Set to Yes to initiate dynamic de allocation This affects the open quantity by letting pegged requireme
226. th working firm days For suppliers that do not have supplier specific calendars the system uses the applicable shop calendar defined in Calendar Maintenance 36 2 5 Creating Scheduled Orders Create a supplier scheduled order in Supplier Scheduled Order Maintenance 5 5 1 13 You must define several parameters that the system uses to calculate receipt planning and shipping schedules for individual items that have been entered on separate purchase order lines This order provides the framework for a contract but has no delivery dates After you enter an order ID and supplier code additional detail frames display The first contains shipping and credit information for the whole order The next contains line item information such as item numbers ship to data line item details schedule details and optional comments Note You cannot edit a scheduled order in Purchase Order Maintenance 5 7 if you try the system displays an error message Header Several values in the header frame indicate how schedules based on this gt See u order are delivered to suppliers Schedules can be printed transmitted e o using EDI eCommerce or sent by FAX depending on the values you Schedules on specify page 146 Important fields in the header that impact schedule processing are described following Figure 4 3 FAQAD 130 User Guide QAD Scheduled Order Management Fig 4 3 Supplier Scheduled Order Maintenance 5 5 1 13 Header Fra
227. the ASN or invoice can be used for self billing purposes Importing Shipping Data from External Systems Some environments use external systems to manage and maintain detailed sequence information that includes sequence numbers When you import that information the system looks for the corresponding sequence to pick from the internal scheduled order If the corresponding sequence is not found it picks the next available sequence You can use two methods to import sequence information into the system Use Shipper Gateway 7 9 22 to import an ASCII formatted file P See User Guide containing records that represent containers pre shippers shippers OAD Sales and sequence schedule lines To support importing of sequence information the format for the shipper gateway file includes fields for sequence information In an electronic document interchange EDI environment use P See User Guide Document Import 35 1 in the EDI eCommerce module to import A sa x sequence schedules FAQAD 100 User Guide QAD Scheduled Order Management Fig 3 3 Sequence Schedule Maintenance 7 5 4 5 AQAD Modifying a Sequence Schedule Release Use Sequence Schedule Maintenance 7 5 4 5 to create a new sequence schedule release or to modify an existing schedule imported using Document Import 35 1 or Shipper Gateway 7 9 22 Use the first frame to identify the sequence schedule including the ship from ship to and release ID A sc
228. the applicable scheduled order line Table 5 4 Supplier Shipping Fields in Supplier Scheduled Order Maintenance FAQAD 166 User Guide QAD Scheduled Order Management Field Importance to Supplier Shipping Schedules Ship Delivery Use this field to enter an industry defined code that indicates the Pattern Code days of the week or month that a supplier is open to make shipments Std Pack Qty This is the multiple in which orders for this item are shipped It displays because the standard shipment multiple for an item can vary among suppliers Schedule Update from MRP rounds order quantities up to this multiple Shipping Schedule Info Pop Up After the second order line item data frame in Supplier Scheduled Order Maintenance the Shipping Schedule Info pop up displays when the Supplier Shipping Schedules module is active 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 Supplier Shipping Schedule Control 5 5 7 24 Fig 5 6 eee x Supplier Scheduled Order Maint Go To ACTIONS Purchase Order P1121 Supplier 5000 Acme Supply Co Order Line Item Data Firm Days 5 Ship Delivery Pattern Code 2 Schedule Days D Max Order Qty 0 0 Schedule Weeks Shipping Schedule Info Schedule Months 7a Generate Ship Schedule From MRP Iv Fab AuthiD
229. the base data and QAD parameter values required by MRP including item planning data ii ii Figure 5 1 illustrates a typical workflow 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 FAQAD 160 User Guide QAD Scheduled Order Management Fig 5 1 Supplier Schedules Setup Flow b See Defining Scheduled Order Defaults for Specific Suppliers on page 163 Fig 5 2 Supplier Shipping Schedule Control 5 5 7 24 AQAD poo l Specify supplier control information Define supplier schedule control program values Set up supplier calendars Set up scheduled orders Define ship delivery time Allocate order percentages codes among suppliers Setting Control Program Values Use settings in Supplier Shipping Schedule Control 5 5 7 24 to activate the optional Supplier Shipping Schedules module and define generic default values for scheduled orders and generated schedules Many of the field values in Supplier Shipping Schedule Control default to corresponding fields in Supplier Controls Maintenance 5 5 7 4 The control program 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 Shipping Sche
230. the customer calendar to determine which calendar has the shortest work week then spreads the excess planning quantity over the remaining open work days according to the calendar with the shortest work week This results in a more level schedule Customer Schedules 27 Example Table 2 1 provides an example of netting logic The table depicts a four week period The customer sent a shipping schedule release that covers week 1 and 2 The planning schedule release covers all four weeks The last five rows show the quantities required based on the five netting logic choices Table 2 1 Week 1 Week 2 Week 3 Week 4 Netting Logic HERE Example Shipping 10 10 10 5 S p Schedule Planning 50 40 50 40 Schedule Netting 10 10 10 515 5 Logic 1 Netting 50 40 50 40 Logic 2 Netting 10 10 10 5 5 5 50 40 Logic 3 Netting 10 10 30 5 5 30 50 40 Logic 4 Netting 10 10 10 515 5 12 13 50 40 Logic 5 As shown in the table if you specify netting logic 3 the shipping schedule takes precedence in week and 2 because it overlaps the planning schedule for this period In week 3 and 4 there is no shipping schedule requirement so the planning schedule dictates the quantities If you specify netting logic 4 the shipping schedule is in place up until the last day that it is in effect The amount on the last day is adjusted though to meet the consumed planning schedule If you speci
231. the scheduled release by fax the orders 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 Supplier Shipping Schedule 35 4 8 which exports the schedule in P See User Guide an EDI format that can be imported into the supplier s system You eee for can export a schedule only when EDI Schedules is Yes in Supplier information on Scheduled Order Maintenance Define defaults for each supplier in n partner Trading Partner Parameter Maintenance 35 13 10 Schedule Bucketing Scheduled requirements are maintained as discrete dates and quantities in the database When you print or transmit a scheduled release the system uses the Schedule Days Schedule Weeks and Schedule Months field values to bucket requirements for the supplier Fig 4 9 Schedule Bucketing 100 120 200 50 N o 200 1000 1100 4500 Days 6 Weeks 2 Months 1 Total Schedule Horizon In Figure 4 9 all requirements within the next six days display in discrete quantities on discrete dates including any intraday requirements and times Requirements in the two weeks following daily requirements are bucketed into one quantity per week with a delivery date of the Monday of that wee
232. the shipper Send Sequence with ASN Specify whether sequences should be included when advanced ship notices ASN are transmitted using EDI eCommerce Send Sequence with Invoice Specify whether sequences should be included when invoices are transmitted using EDI eCommerce QAD 98 User Guide QAD Scheduled Order Management Fig 3 2 Customer Controls Maintenance 7 5 4 1 b See Setting Control Program Values on page 94 FAQAD Creating Customer Specific Defaults Use Customer Controls Maintenance 7 5 4 1 to create customer control records These are customer specific default values that are different from those specified in the control program You normally set up customer control records when the values in the control program do not match the needed values for a specific customer Example The value in the control program indicates that packing lists are always printed in reverse order However you have a customer who requires packing lists printed in forward order In this case create a record in this program for this customer indicating Forward in Packing List When a packing list is generated for this customer it is printed in forward order Customer Controls Maintena Customer Controls Maintenance Go To Actions Ship To 2 Include Seq in Req Ship Sched F Firm Days Packing Order Reverse Sequences Per Container Merge Schedules Check Sequence Tolerance I Maximum Tolerance
233. tive quantity accounting data frame 54 ship delivery patterns SDP 61 standard pack quantity 60 transport days 48 week offset 46 processing 31 62 calculations 72 entering releases 64 requirement detail 72 requirement detail categories 40 resetting cumulative totals 83 retrobilling 85 setting up 31 shipment processing 75 Customer Schedules Control 30 34 38 Customer Schedules Setup Menu 201 Customer Sequence Schedule Control 94 customer sequence schedules characteristics 91 defaults 98 overview 90 Customer Ship Schedule Maintenance 64 71 customer shipping schedule automatic export 214 creating 211 Index 219 importing 210 importing for trade sales 208 overview in trade sales 206 processing 209 queuing 208 updating non active 211 customer trade sales order 191 customer trading partner parameters 197 Customer Ship To field 33 Customers Non Work Days frame 34 customizing messages for shippers 40 D deactivating sequences 103 default customer calendar 33 defaults for Consignment field 196 delete archive customer planning shipping schedule 216 supplier scheduled orders 153 supplier schedules 183 trade sales orders 203 trade sales scheduled order lines 203 Dock Maintenance 35 Document 830 Planning Schedule 71 Document 862 Shipping Schedule 71 Document Import 100 Document Import sequence schedules 99 dynamic unpeg 48 E EC subsystem definition 196 eCommerce Import 71 eCommerce Manager automatically exporting que
234. to maintain onhowto eu activate Supplier schedules The added features help to create process export and report Shipping data for supplier shipping and planning schedules x see When you deactivate the Supplier Shipping Schedules module the modified programs operate as they did before 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 5 3 Table 5 3 Menu Number Description Program Name Optional Supplier 5 5 1 13 Supplier Scheduled Order Maintenance rspomt p Stes 5 5 3 1 Schedule Update from MRP rssup p Modified Programs 5 5 3 3 Schedule Maintenance rssmt p 5 5 3 4 Schedule Inquiry rsiqO1 p 5 5 3 5 Schedule History Inquiry rsiq02 p 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 rsrp0O1 p 5 5 3 15 Schedule Comparative rsrp02 p 5 5 3 17 Schedule Authorization Report rsrp03 p 5 33 23 Schedule Delete Archive rsdel p 35 4 8 Supplier Shipping Schedule edomsch p Setting Up Supplier Schedules To use supplier shipping and planning schedules you must set up the For information same base data required for purchase orders including purchased items RE EE and supplier addresses In addition to automatically generate schedules User Guide based on item requirements from MRP you must set up
235. to many commodity driven markets where the cost of raw materials not the process cost causes prices to fluctuate The price change and effective date are agreed upon between you and your customer When the effective date is in the past an invoice detailing all shipments since the effective date through the end date must be created for the incremental price difference Retrobilling provides greater control and flexibility in changing the price of items already shipped to customers Retrobill Maintenance 7 13 13 1 enables you to make price changes by individual line item in a scheduled order instead of by invoice You can Specify a scheduled order QAD 86 User Guide QAD Scheduled Order Management FAQAD Change prices for one or more line items on a scheduled order Create a separate debit credit invoice for each line item or create a single invoice for all line items within the same purchase order Specify if the retrobill change is a price change or a new price The line items being changed can be from the same purchase order or from multiple purchase orders If they are from multiple purchase orders they all must be on the same scheduled order Use Retrobill Inquiry 7 13 13 2 to view the retrobill information entered in Retrobill Maintenance If a debit credit invoice has been created the invoice number displays Use Retrobill Report 7 13 13 3 to create a debit credit invoice for the net amount of the pr
236. tomatic generation 131 definition 131 setting the default 127 specifying 131 Zero Schedules field 131
237. tomer Item Cumulative Print Invoice History Iv Consignment EDI Invoice History Bill To 4000 2 Print Pack List v Auto Inv Post v Comments Import Export ARSite 10000 2 Channel P Sequenced M Ship to Cum Req Req Dynamic Unpeg RSS Calendar Option 1 E Customer Shop Entered By Remarks mfg Daybook get SLS P Currency USD Use these two fields to control noncumulative schedules Week Offset This field sets the weekly starting day of the scheduled order to match the customer s work week The default is 0 zero which represents Monday If this customer s business week begins on Tuesday set this to 1 and so on through 6 which sets Sunday as the starting day All reports and inquiries with bucketed quantities display the period requirements on this weekday Inv by Auth Indicate how invoice totals should be calculated and displayed for this scheduled order No Invoice totals are calculated by line This is the typical method for calculating totals unless the customer is using AR Self Billing Yes Invoice totals are calculated by authorization number The printed invoice includes the price and amount for each authorization line as well as the total for all authorization lines The extended price for each invoice line item is not displayed b See User Guide QAD Financials B for information on Self Billing This field is important for customers using the optional Self Billing Menu
238. tomer and Supplier Information Exchange Information is typically transmitted in the form of schedules using electronic data interchange EDI to streamline the process The way information is processed depends on whether you take the point of view of the customer or the supplier e Asa customer you transmit schedules to suppliers balancing demand against what has already been received e As a supplier you process schedules received from customers balancing demand against what has already been shipped For customer schedules EDI enabling software is used to pull the releases from a customer s computer network or an e mail address the customer has designated The document is then imported into the system using EDI eCommerce and mapped into a customer schedule maintenance program Purpose codes within the EDI document determine how it is processed for example as an add append delete or test For supplier schedules EDI eCommerce translates the schedule into an EDI format that can be read by the supplier s system which is then transmitted as a flat file and imported by the supplier Many customers require that an advance ship notice ASN be communicated when a shipment is made The system fulfills this requirement by storing the ASN information from the shipment confirm transaction in the database EDI eCommerce then converts the ASN information to a format acceptable to the customer s electronic commerce EC subsystem for transmiss
239. ty is rcvrfshl p rcvrfcOl p Sample container quantity greater than 1 verification program 1535 A ship item is not rcvrfshl p rcvrfiOl p Sample item containerized containerization verification program 1540 A container is empty rcvrfshl p rcvrfc02 p Sample container empty verification program 1541 Containerization is rcvrfshl p rcvrfcO3 p Sample containerization greater than 2 levels level verification program 1542 A container has two rcvrfshl p rcvrfi02 p Sample container has same different order line order line verification items program While shipper verification is optional its use is recommended since the process identifies initial problems with shippers During verification each program is executed in the order specified by the message sequence value If any portion of the shipper is found to be invalid according to the execution file the appropriate message displays You can analyze and correct the situation and continue with the shipment process You can generate a Config Msg Verif Report 36 4 6 14 which lists the execution programs run and the sequence in which they are run The shipper is typically used to create an ASN Since transmission of the ASN is often time critical being aware of invalid shipper content or structure before shipment is vital Customer Schedules 43 Setting Up Configured Messaging To set up configured messaging follow these steps 1 Creat
240. ue Special 4 barcoded data value Special 1 text data value Special 2 text data value Special 3 text data value Special 4 text data value Container Workbench Sales Order Shipper Maintenance Customer Item Maintenance Item Master Maintenance Item Master Maintenance Container Workbench SO Shipper Maintenance Customer Scheduled Order Maintenance Supplier Scheduled Order Maintenance Company Address Maintenance Item Master Maintenance Item Master Maintenance Container Workbench Item Master Maintenance Container Workbench Container Workbench Container Workbench Container Workbench Container Workbench Container Workbench Container Workbench Container Workbench When the system sends labels to the printer it checks the entire shipment structure Label related information from container and shipper maintenance must be complete and accurate A label referencing the shipper ID is printed for each container in the shipment The system prints Master load labels when multiple single item number containers are shipped in another container Mixed load labels when multiple item numbers are shipped in a container e Single load labels when a single item number is packed in a container QAD 38 User Guide QAD Scheduled Order Management b See User Guide QAD Sales for details FAQAD When you define templates you specify where template files are located in your file system You also indicate the label type
241. ued schedules 214 automating trade sales process 202 running for trade sales 201 setting polling frequency 202 EDI eCommerce queued entries 208 settings for trade sales 196 summary of changes 20 EDI eCommerce Implementation Definition Maintenance 210 Enable Shipping Schedule field 212 End Effective header field 130 End Effective line field 141 example of netting logic 27 excess calendar quantities 62 exchange file definition 196 Export ASNs field 202 export message type 215 Export Supplier Schedules field 214 FAQAD 220 User Guide QAD Scheduled Order Management exporting ASNs to trade sales customers 201 schedules 208 F fabrication data 213 fabrication data in supplier schedules 212 faxing supplier schedules 179 H horizons schedule 9 l implementation definition 196 import data capturing 210 Include Sequence Schedule in RSS field 95 Invoice Export customer sequence schedules 118 Invoice Post and Print 118 Invoice Post and customer sequence schedules 118 Invoice Print or Reprint 119 item cross references 190 Item Master Maintenance 189 item number in supplier schedules 212 Item Planning Data frame 191 Item Rev Date field scheduled orders 135 J just in time JIT in scheduled order management 7 M material requirements planning MRP allocating scheduled order percentages for 167 customer schedules effect 59 75 supplier schedules effect 142 supplier schedules update from 167 memo type item
242. uirement Bucketing 0 0 cece eee eee ees 169 Quantity and Date Calculations 0 00000 e ee eee 171 Release IDS osc db eeu nts doe ide gandhi eire SEES Re nee o ees 172 Report Options 2222 eae eme eiae else EARE 172 Manually Updating a Schedule Release leleleeeeeess 173 Transmitting Supplier Schedules 0 0 0 cece eee eee eee 176 Exporting Supplier Schedules 0 0 0 0 ee eee eee eee 176 Printing Supplier Schedules 0 0 0 0 cee eee eee eee 178 Transmitting the Release by FAX 0 0 0 02 02 ee ee eee 179 Reviewing and Comparing Releases 0 0 0 0 c eee eee eee 180 Comparing Shipping to Planning Schedules 181 Comparing Schedule Releases 0 0 00 ce eee eee ee 182 Comparing the Current Release with the Prior Release 183 Deleting and Archiving Schedules 0 0 cece eee eee eee ee 183 Section 3 Trade Sal S iiis issu mn 185 Chapter 6 Creating and Processing Trade Sales Orders 187 eu MCCC m 188 Trade Sales Features 2 soc dee sepe Rn pr dau Rada 188 Setting Up Trade Sales lsssleeeeeeee eee 189 Setting Trade Sales Control Value 0 0 0 0 0 eee eee 190 Setting Up Item Cross References 0 0 e eee eee 190 Defining Trade Sales Suppliers for Items 191 Setting Up a Trade Sales Order 0 0 2 eee eee eee 1
243. uirements 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 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 requirements 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 b See Firm Days on page 136 b See Schedule Days on page 137 b See Defining Ship Delivery Time SDT Codes on page 162 FAQAD 170 User Guide QAD Scheduled Order Management Fig 5 7 Supplier Planning Schedule Bucketing b See Setting Up Supplier Calendars on page 161 FAQAD Planning schedule requirements for the number of schedule weeks and months specified on the applicable order line reside in discrete bucket
244. ular 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 the system For example some manufacturing environments do not require the detailed bucketing features of the shipping schedule for all of their suppliers 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 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 FAQAD 16 User Guide QAD Scheduled Order Management FAQAD Trade Sales In some industries such as the automotive industry customers can have two levels of suppliers tier one suppliers and trade sales suppliers The customer the tier one supplier and trade sales suppliers can enter a unique agreement cal
245. ules are only effective when they are accurate and up to date In the automotive industry new shipping and planning schedules are typically created for each update Creating separate releases of each schedule ensures that it is easy to distinguish the new from the old This reduces the potential for confusion and miscommunication Schedule Quantities There are three types of schedule quantities Discrete quantities are like the order quantities on standard purchase or sales orders Cumulative quantities also reflect order quantities but are a total of one or more discrete quantities For example a sales order has an item with an order quantity of 25 for 5 consecutive Mondays The cumulative quantities for those lines would be 25 50 75 100 and 125 FAQAD Scheduled Order Management 11 Net quantities are similar to the quantity open for purchase and sales order lines However they are calculated from discrete quantities and adjusted using the cumulative quantity required less the cumulative quantity received or shipped Customer Schedules Customer schedules let you process sales orders using a set of scheduled shipment dates and quantities rather than individual sales orders Figure 1 4 illustrates the steps required to process customer schedules o d Generate a required ship schedule Set up scheduling data Run MRP to create planned Create scheduled orders uet Create shippi
246. updates the operation field when it creates a cumulative ID in Advanced Repetitive 18 22 transactions 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 Supplier Scheduled Order Ma TX Supplier Scheduled Order Maint Go To ACTIONS Purchase Order p1121 Supplier 5000 Acme Supply Co Order Line Item Data Firm Days gj Ship Delivery Pattern Code P Schedule Days Max Order Qty 0 0 Schedule Weeks 0 Std Pack Qty 1 Schedule Months 0 Cum Start 05 02 2007 Fab Auth Days Raw Auth Days 0 Comments Transport Days 0 Start Effective 05 02 2007 Safety Days 0 00 End Effective v Supplier Item Container Item Firm Days Specify the number of days inside the schedule update time fence for scheduled release calculations These days should not exceed the number specified in Schedule Days Quantities and dates within this period are not changed by Schedule Update from MRP 5 5 3 1 Set Firm Days to zero to eliminate the update time fence Do this when all requirements are released as planned so that the schedule update replans all dates and quantities Supplier Schedules 137 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 contr
247. uring the merge the value of Ship Complete determines which requirements are open No Required Ship Schedule Update 7 5 5 and Selective Required Ship Schedule Update 7 5 6 do not copy requirements from existing active schedules to new schedules Yes Required Ship Schedule Update and Selective Required Ship Schedule Update copy open requirements from existing active schedules to new schedules If Yes enter yes or No in the Exclude Planning Data field to indicate whether to merge planning data Set to Yes if your trading partner does not retransmit requirements that have not yet been shipped Note Open requirements that are already allocated are always copied regardless of this setting EDI Update RSS When both this field and Merge RSS are Yes the system updates the required ship schedule after importing a ship schedule in Document Import 35 1 The default is No You can update it only when Merge RSS is Yes You can update the RSS using Required Ship Schedule Update 7 5 5 or Selective Req Ship Sched Update 7 5 6 However depending on how frequently you run the import process it is possible to miss some requirements when you do the update manually Updating the RSS at the same time the schedule is imported and merged avoids this problem Exclude Planning Data You can update this field only when Merge RSS is Yes When open requirements are being merged this field determines how the system manages planning data No P
248. ustomer The system automatically creates your ASN from the SO shipper If the trade sales supplier sends you a copy you typically do not send your own ASN to the customer as this duplicates data the customer receives and can lead to confusion Creating and Processing Trade Sales Orders 197 The system creates an SO Shipper automatically from the ASN data that the trade sales supplier sends to you so there is no additional ASN setup required to create the SO shipper Setting Up Trading Partner Parameters You set fields in Trading Partner Parameter Maint 35 13 10 that let EDI eCommerce process trade sales ASNs You must set fields for both the customer trading partner parameter record and the supplier trading partner parameter record The following sections describe the fields Trading Partner Parameter _ mu Fig 6 6 Trading Partner Parameter Maint Trading Partner Parameter Maint Go To ACTIONS 35 13 10 MFG Addr SAFR TP Addr Address MFG PRO Site SAFR TP Site Site Parameters for trade sales ical Param Desc ical Parameter Value Send EDI ASN s v Send EDI Invoices n Send EDI PO Ack rH Send EDI Plan Schedules Send EDI Ship Schedules Send EDI PO Trading Partner Parameter Maint ch To ACTIONS Load SO As Confirmed Export ASN in Odette form Send Partial PO Ack MFG Addr DEU19N Use Inbound Ack Status MFG PRO Site DEU19N Logical Param Desc TP Addr 109Normal TP Site DEU
249. uthorization horizon Otherwise the authorization horizon equals the schedule days 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 FAQAD 138 User Guide QAD Scheduled Order Management FAQAD 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 Safety Days Enter the number of calendar days early that the MRP required date will be adjusted Schedule Update from MRP creates schedule dates from MRP requirement dates this many days early Specifying these early days provides a safeguard when deliveries may be late Supplier Item Specify the item number by which the supplier identifies this item The default is blank Both your item number and the supplier item number display on reports and inquiries print on order documents and display during order receipt functions This
250. ve been based on cumulative accounting A total schedule quantity was determined for a period often a year The effect of each shipment to a customer was calculated based on a cumulative total However today many business environments use Scheduled Order Management to ship against specific requirements For example many original equipment manufacturers OEMs in the automotive industry use a schedule releasing method that does not rely on cumulative quantities FAQAD 8 User Guide QAD Scheduled Order Management Fig 1 1 Scheduled Order Management Flow FAQAD The system fully supports noncumulative accounting requirements for customer schedules Each scheduled order can be marked as cumulative or noncumulative While shipments can be referenced by cumulative position discrete pegging of shipping requirements is also supported Scheduled Order Management Flow Figure 1 1 illustrates the basic flow of supply and demand between customers and suppliers Customers Planning Schedules Li Required Ship Schedule Material Requirements Planning Required Receipt Schedule Suppliers Shipping Schedules Shipping Planning Schedules Schedules Supplier Schedules Customer Schedules Customers send information about the items they need and when they need them as planning or shipping schedules Based on this info
251. verification process uses an external execution file defined in Configured Message Maintenance 36 4 6 13 to confirm that the structure and content of the shipper are valid It also uses records defined in Configured Message Maintenance to determine the message to display if the shipper fails the verification Configured messaging enables you to tailor conditional error processing to meet specific business rules You determine which conditions do not justify a message and which require an informational message a warning message or an error message You can also specify the sequence in which the system checks for errors Different message conditions can be applied to different sites and addresses letting you tailor processing based on the trading partner s requirements Customer Schedules 41 Shipper Verification Shipper verification executes automatically at the end of Shipper Gateway 7 9 22 and Picklist Pre Shipper Automatic 7 9 1 Any shipper can also be verified manually using Manual SO Shipper Verification 7 9 10 This program alerts you to potential shipping problems that should be corrected before proceeding through the shipment process To run a shipper verification you must define an external execution file in Configured Message Maintenance 36 4 6 13 to confirm that the structure and content of the shipper are valid Configured messaging is implemented for shippers only Manual SO Shipper Verificati Manual SO Shipp
252. w price Price or a price change Change Price The value entered in the Amount field replaces the current price Change The amount is applied to the current price To reduce an existing price enter a negative amount Amount Specify the currency amount to be applied based on the Price Change field Memo Invoice Displays the debit credit invoice number set by the Retrobill Report 7 13 13 3 when Create Memo is Yes You can also use this field to manually enter a debit credit invoice number Retrobill Report Use Retrobill Report 7 13 13 3 to run the retrobill process The retrobill is identified by the sold to and amendment number If you want to create a debit credit invoice set Create Memos to Yes To prevent invoices from being created set the field to No The Retrobill Acct field lets you specify an account number to be used for posting the calculated debit credit amount Note In Retrobill Maintenance 7 13 13 1 Memo Per Item determines if a debit credit invoice is created per line item or per purchase order In the Retrobill Report 7 13 13 3 Create Memos determines if a debit credit invoice is created at all If this field is set to No a debit credit invoice is not created regardless of how Memo Per Item is set Invoices meeting the selection criteria defined in Retrobill Maintenance are selected for processing During processing the price change amount is used to calculate the net amount of the price adjustment
253. xecution of Shipper Gateway which uses an external ASCII file in the designated format to create shippers Shipper Gateway Go To Actions Process File File X File Name Shipper927 Load Multiple Containers verify Only Output The relationship between required ship schedule lines and individual shipper lines is maintained by Shipper Gateway As shipper lines are created and pegged the requirement is consumed You can disable automatic pegging for a cumulative schedule if pegging detail is not needed Customer Schedules 81 Shipper Gateway generates a report that displays information related to pegged requirements including requirement detail authorization numbers Kanban Picklist Pre Shipper Automatic Use Picklist Pre Shipper Automatic 7 9 1 to create and peg shipper lines based on the active RSS for the appropriate requirement This program creates the shipper adds items to it and pegs shipper lines The relationship between required ship schedule RSS lines and individual ship lines is maintained during the shipment staging list process As shipper lines are created and pegged the requirement is consumed You can disable automatic pegging for a cumulative schedule The report generated at completion displays information regarding the pegged requirement including requirement detail authorization numbers The pegged shipper lines can be viewed and maintained in Pre Shipper Shipper Workbench When a s
254. zons Raw Planning Fabrication Materials Schedule Horizon Horizon Horizon Planning Schedule Within a planning schedule a customer can also define two other horizons A fabrication horizon authorizes the supplier to proceed with the production of quantities scheduled for delivery up to a specified date The level of fabrication is usually below that of a finished product A raw material horizon authorizes the purchase of raw materials to support the production of quantities that are scheduled for delivery up to a specified date The end of the planning schedule normally extends beyond both of these horizons Schedule Overlap Shipping and planning schedules overlap for the period covered by the shipping schedule Within this period the two schedules may not be exactly the same since they obtain demand from two different sources The shipping schedule from production line schedules FAQAD 10 User Guide QAD Scheduled Order Management The planning schedule from repetitive schedules released orders master schedule orders and MRP planned orders Fig 1 3 Schedule Overlaps Shipping Schedule Horizon wooo Shipping Schedule Raw Planning Fabrication Materials Schedule Horizon Horizon Horizon a Planning Schedule The system lets you determine which schedule should take precedence when discrepancies occur Updating Schedules Shipping and planning sched

QAD 2008 Enterprise Edition User Guide: Scheduled Order

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