Blanket Orders - Epicorerpcustomer.epicor.com/docu/acclaim/v10/manuals/Blanket_Orders.pdf · Print a Blanket Release Insufficient Stock Report ... Selective Purchase Order Generation

BLANKET ORDERS

DOCUMENTATION UPDATESDate Description Where Changed

12/27/99 Added a section to the scheduled purchase orders feature thatdescribes how you can now enter a value of look ahead days on theItem Location Maintenance screen. The value in the Qty on POfield indicates the quantity of that item that you are to receive in thespecified number of days in the future.

“Item / Location Maintenance” section(page 84)

12/27/99 Updated the Scheduled POs company option screen to reflect thenew addition to this company option, Look Ahead Days.

The Look Ahead Days option under Scheduled POs allows you toset a default number of look ahead days in every Look Ahead Daysfield in the system.

“Company” section (page 76)

12/27/99 Revised the text to indicate that the system determines if it shouldinclude the release quantities in the net stock calculation if theexpected date falls after the current date + the value of look aheaddays.Previously, the text indicated that the system would include therelease quantities if the expected date fell after the current date +look ahead days + review cycle + lead time.

“Purchase” section (page 88)

10/22/99 Added section explaining “Scheduled Purchase Orders” and how touse them.

In the “Purchase” chapter, in the“Scheduled Purchase Orders” section(page 75)

10/22/99 Added a section on the location stock availability browse. ASettings box has been added to this browse of the item PowrDrill sothat you can specify a number of Look Ahead Days.

In the “Scheduled Purchase Orders”section, in the “Location StockAvailability Browse” section (page 85)

10/22/99 Added information on the Look Ahead Days field in the ItemSettings box. This appears at any Item prompt in the Purchasingarea of the system, such as Purchasing, Stock Card, and VendorReturns.

In the “Scheduled Purchase Orders”section, in the “Look Ahead Days inPurchase” section (page 80)

8/19/99 Added a section on the different areas in the system where you canspecify the Look Ahead Days for scheduled purchase orders (inPricing & Availability, Purchasing, and Item).

“Look Ahead Days” section (Page 77)

8/19/99 Added a section on viewing line-item detail for items on scheduledpurchase orders from the Commitment Schedule Browse, and fromthe POs/Transfer Line Item Browse.

“Line-Item Information from theCommitment Schedule Browse” (Page86)

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The documentation in this publication is provided pursuant to a Sales and Licensing Contract for theProphet 21® System entered into by and between Prophet 21 and the Purchaser to whom this documentation isprovided (“License Agreement”). In addition, the licensed software to which this documentation refers may besupported in accordance with a customer support agreement by and between the same parties (“SupportAgreement”). All warranties, conditions of use, transfer restrictions, and other provisions in the LicenseAgreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication.In addition, this publication may include inadvertent technical inaccuracies or typographical errors for whichProphet 21 is not responsible. Changes may be periodically made to this publication; these changes will beincorporated in new editions of the publication. Any questions about the material contained in the publicationshould be addressed to the Prophet 21 Customer Support Department at 1-800-ITS-PR21.

Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including anywarranties that might be included in our products. Warranties for such agreements are set forth in youragreement with Prophet 21.

Improvements and/or changes to the Licensed Software described in this publication may be made byProphet 21 at any time without notice.

DOCUMENTATION CONVENTIONS♦ The eyeglass symbol (�) indicates a field on which you can browse.♦ The star (�) indicates the default for a field.♦ To allow for the widest possible parameters when printing a report or performing a

function, accept the defaults for all of the parameter fields. To accept the defaults,either escape through all the fields, or press [Enter] without specifying any values.Generally, samples in the documentation are shown using the default values.

♦ Start and End parameters define the limits to a range of information you will print ona report. If information does not appear on a report, it may be because theinformation was excluded from the Start, End range.

♦ For a detailed explanation on how maintenance screens function, refer to the TourGuide manual.

♦ Use the search tool in Adobe Acrobat Reader to find which manual describes aspecific module, job, or function.

12/27/99

Prophet 21 Acclaim Version 10The Prophet 21 System and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21.

All other trademarks and registered trademarks are the property of their respective companies.

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Table of Contents

1 INSTALLING BLANKET ORDERS______________________________________8

2 INTRODUCTION___________________________________________________12

Options/Modules ____________________________________________________12

3 BROWSE ________________________________________________________17

Commitment Schedule Browse _________________________________________17Indexing Commitment Schedule Browse ________________________________18

4 ORDER __________________________________________________________21

Enter an Item on a Customer Order _____________________________________22Enter Blanket Items ________________________________________________23Blanket Order Release Schedule ______________________________________26Blanket Order Commitment Schedule __________________________________28

Add to or Edit a Customer Order________________________________________31Edit Selected Items ________________________________________________32

Pricing and Availability________________________________________________34

5 SHIP ____________________________________________________________35

Shipping Paper Printing Options ________________________________________35Print a Range of Shipping Routes _____________________________________36Print Specific Shipping Routes ________________________________________37

Print Blanket Order Shipping Papers_____________________________________38Alignment Options _________________________________________________39Ship Print Cycle ___________________________________________________40

6 SHIP-EDIT________________________________________________________42

Edit an Item ________________________________________________________42Blanket Order Release Schedule ______________________________________43

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7 WORK EDIT ______________________________________________________48

Edit or Confirm a Work Order __________________________________________48Blanket Order Release Schedule ______________________________________49

8 EXPEDITE ORDER_________________________________________________51

View a Customer Order_______________________________________________52View Items on a Customer Order ______________________________________53

Order Expediting Reports _____________________________________________56Print an Order Report _______________________________________________56Print a Disposition Order Report_______________________________________58Print a Blanket Order Report _________________________________________60Print a Commitment Schedule Report __________________________________62Print a Blanket Release Insufficient Stock Report _________________________64

Reallocate Material to Another Customer Order ____________________________65

9 ITEM LIST ________________________________________________________66

Company __________________________________________________________66

Item Service Level Report _____________________________________________67

10 PURCHASE ______________________________________________________68

Enhancements to Requirements Reports _________________________________69

Enhancements to the Stock-Card Screen _________________________________72

Selective Purchase Order Generation____________________________________74

Automatic Purchase Order Generation ___________________________________74

Scheduled Purchase Orders ___________________________________________75Company ________________________________________________________76Purchase ________________________________________________________77Enter Release Dates, Quantities, and Ship Dates _________________________78Look Ahead Days __________________________________________________79View Line-Item Detail for Items on Scheduled Purchase Orders ______________84Exclude Certain Scheduled PO Releases From Requirement Calculations______88Purchase ________________________________________________________88

11 MATERIAL _______________________________________________________89

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Allocate Material Received to Backorders_________________________________90Allocate Material Received to Blanket Orders ____________________________91

Allocate Free Stock to Backorders ______________________________________93Allocate Free Stock to Blanket Orders __________________________________94Blanket Order Commitment Schedule __________________________________96

8

To install the Blanket Orders package, you need the shipping paper that was sent by Prophet 21®. Thisshipping paper contains a serial number that is used in a later step.

Installing Blanket Orders requires that files be created and / or expanded. Prophet 21 recommends that youperform this installation at night or on the weekend. Due to file size and system configuration, we cannot offeran estimation of how long the installation will take.

Caution! Before installing Blanket Orders, make sure you have a total copy of your system.

1. Stop the system.

2. At the Utility Command, run the VERIFY command and the MISMATCH job to check the integrity ofthe files.

For more information on these commands, refer to your Prophet 21 System Administration manual.

3. Turn all units offline.

For more information on turning your units offline, refer to the System Administration manual.

4. Make a total copy of your system.

For more information on creating a total copy, refer to the System Administration manual.

5. After the total copy is made, keep the system stopped and turn all units online.

For more information on turning your units online, refer to the System Administration manual.

6. At the Utility Command, press [Esc] to access the Job prompt.

7. At the Job prompt, press [Enter] to log into the system.

8. At the jump to box, type PKG-INSTALL [Enter].

1 INSTALLING BLANKET ORDERS


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The following screen appears:

9. Enter the serial number that appears on the shipping paper you received from Prophet 21, and press[Enter].

A. If you enter the correct serial number, the following message appears:

Proceed to Step 10.

B. If you enter an incorrect serial number, the following message appears:

If you receive the previous message, retype the serial number on your shipping paper.

If you still receive the previous message after you retype the serial number, contact the Prophet 21Inside Sales Department for assistance. If you receive the message in Step A after you retype theserial number, proceed to Step 10.

Note: To suspend the installation of Blanket Orders, type [N] [Enter] when the system prompts you to run theINSTALL. When you are ready to resume the installation, type INSTALL [Enter] at the jump to box.


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10. To install Blanket Orders, type [Y] [Enter]. The Blanket Orders installationscreen appears.

Your answers to the following profile questions help determine the size of the files that are beingcreated.

Number of:BlanketItemsEntered /Month(Average)

. . . Average number of blanket order line-items entered on orders per month.For example, you enter about 2 blanket order line-items on order every month. Enter 2.

ReleasesPer Item(Average)

. . . Average releases per line-item.

For example, most line-items have 3 releases. Enter 3.

Note: You can have up to 18 releases per blanket order.

Months PerContract(Average)

. . . Average duration of blanket orders in months.For example, if most of your blanket order transactions are completed over a period of 6 months,enter 6.

% More . . . percentage over the number value entered for each question.The value entered here increases the file size by the percentage specified. This is aninformational field.

Tracks . . . number of tracks used to enable each feature.


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BLANKET ORDERS

Fixed FileSpace

. . . amount of space needed on the disk to install any fixed files created by the optionalpackage.

Minimum #of Tracksneeded

. . . number of free tracks used to install the Blanket Orders package.

To edit any of the profile questions or values in the % More field, enter [1] at the Field prompt. Thecursor jumps to 1a, Blanket Orders Entered / Month (Average). Press [Enter] until you’ve accessedthe field you want to edit, and then edit that field accordingly.

11. At the Field prompt, press [Enter].

A screen showing the units and the free tracks on each unit appears:

12. At the Enter Destination Unit # prompt, enter the destination unit that is to hold the Blanket Orderspackage.

The destination unit must have a free track number that is larger than the value in the Minimum # ofTracks Needed on Destination Unit field. This value is the minimum number of tracks needed forinstalling Blanket Orders.

13. Press [Enter]. The system starts creating the files and job streams required to install Blanket Orders.

14. At the Utility Command, type GO to activate all terminals.

You are now ready to use Blanket Orders.

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IMPORTANT NOTICE!!Not all browses may be operational at this time. Should this occur, scans are available toprovide instant access to information throughout the system. All scans are used in a similarmanner. Type a scan character (. , ; / [ ]) and press [Enter]. You will instantly see a list ofcustomers, vendors, items, orders, etc. Choose from the list by entering the sequence numberof your selection.

The Blanket Orders optional package is designed to handle orders on which partial shipments will be releasedon predetermined dates indicated in a release schedule. The schedule of releases is interfaced with purchasingso that the correct quantities are purchased at the appropriate times.

OPTIONS/MODULES

The Blanket Orders package is composed of the following options/modules:

COMPANY

Blanket Order Company Options are provided to determine which factors are used to automaticallyestablish a default expediting date for blanket orders. The expediting date is used to alert you to the factthat the item needs to be purchased in order to meet the next scheduled release date. Items with a current orexpired expediting date are reported. You can then take appropriate action.

The allocation by date options allow you to allocate material to blanket orders within a specific period of timeof either the blanket order release date, pick date, or expedite date. You can also decide if you want to allocatematerial first to the oldest backorder, transfer backorder, or blanket order.

The Purchase Blanket Orders option determines whether your system processes blanket order requirementsthe same way regular order requirements are processed. If this option is set to Y, blanket order items areincluded on requirements reports and automatically purchased during the automatic purchasing process. If thisoption is set to N, blanket order items must be purchased separately, through selective purchasing.

ORDER

2 INTRODUCTION

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Order EntryOrders can contain both blanket and non-blanket items. Blanket items are items for which material isreleased in specified quantities at specified times. A blanket item may be a regular stock item, catalog item,defined assembly, or free form assembly. Please note that while non-stock items can be entered as blanketitems, it will be assumed that stock is available.

When a blanket item is entered, no quantity is allocated and Disposition H is assigned to the item.Accordingly, the Allocated Quantity and Disposition fields cannot be edited. Upon completion of the iteminformation, a Release Schedule is presented.

The Release Schedule comprises the following information: desired release date (when to ship), releasequantity, expediting date to trigger reviews, pick date (if the quantity is to be picked in advance of the releasedate which will generate a pick & hold ticket), and allocation quantity to control stock status.

Up to eighteen releases may be entered. Release dates are entered in chronological order and must be unique.The first release date cannot fall before the order date. The release total is incremented as individual releasequantities are entered. The release total must equal the order quantity before you can proceed with order entry.

The allocation quantity can be used to control stock status. For example, if the release date is within a few daysand there is a limited amount of free stock, you may wish to allocate the material now so that it isn't used to fillanother customer order.

For assemblies, the Release Schedule is set up for the descriptive item and the allocated quantity may not beedited. Release Schedules for components are automatically set up based on the descriptive item. The releasequantity and date may not be altered on component schedules. Any changes made to the Release Schedule foran assembly descriptive item (except for Expediting Dates) will also update the component schedules with theappropriate information.

The commitment schedule for specified blanket items can be viewed at any time. You can readily see aschedule of customer commitments against expected purchase order deliveries. This makes it easy to see whenmaterial is due from vendors.

Add/EditAt some point, it may be necessary to adjust the release dates and quantities for blanket items. Add/Edit allowsyou to change the Release Schedule for shipments that have not occurred. Release dates, release quantities,allocation amounts, pick dates, and expediting dates change be changed. Any such adjustments automaticallyadjust the total order quantity for the item.

Note: If the Blanket Credit Check option is set Y, after a blanket order has been accepted, any changes tothe order will affect the open blanket order value, even if all blanket items are deleted from theorder and only non-blanket items remain.

Pricing & AvailabilityPricing and Availability allows you to view blanket order commitments, showing the schedule of opencustomer orders and open purchase orders in chronological order by date. You can readily see a schedule ofcustomer commitments against expected purchase order deliveries. This also makes it easy to see how materialcan be reallocated from one customer order to another.

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BLANKET ORDERS

SHIP

Blanket shipping is integrated with the ship print cycle. Blanket orders can be processed when printingshipping papers for specific or range of shipping routes. An option is provided to process rush shipments. Thesystem cycles through the normal print cycle for blanket and non-blanket rush orders before cycling throughblanket and non-blanket orders. If an order contains both blanket and non-blanket items, the non-blanket itemsmay optionally be included on the blanket shipping paper. Otherwise, two shipping papers are printed, one foreach respective type (-001 and -002). Once the ship print cycle is finished, you can select to run through thecycle again. The procedure repeats with first blanket and non-blanket rush orders and then blanket and non-blanket orders.

A separate option is provided to print shipping papers for blanket orders. An option is provided to process rushshipments. The system will process all blanket rush orders before continuing with other blanket orders.Shipping papers print automatically on the release date. A ** BLANKET ORDER RELEASE #9999 **message prints after each blanket item, where 9999 is the actual release sequence # for that item. The order,open, and ship quantities reflect the release, not the total item.

SHIP-EDIT

Item Edit allows you to edit the Release Schedule of a blanket item. This makes it easy to check the status ofblanket items. You can adjust release information for the current shipment or for future shipments, providedthe release is not complete. If the Blanket Credit Check option is set Y, the open blanket order value is updatedwhen processing blanket orders in the Ship-Edit module.

WORK-EDIT

Work-Edit for blanket assembly items is based on a single release. Otherwise, blanket work orders are editedin the same manner as regular work orders.

INVOICE

Blanket order shipments are invoiced in the same manner as regular shipments. A ** BLANKET ORDERRELEASE #9999 ** message prints after each blanket item, where 9999 is the actual release sequence # forthat item. The order, open, and ship quantities reflect the release, not the total item. If the Blanket CreditCheck option is set Y, invoices for blanket orders are applied to the open blanket order value.

EXP-ORDER

Several features are provided to expedite the processing of blanket orders.

Expedite View

Expedite View makes it easy to check the status of blanket orders. A ** BLANKET ITEMS ** messageappears if the order contains blanket item(s). The Release Schedule for any blanket item can be viewed. Youcan readily see the release dates and quantities.

Expediting Reports

Several reports include information about blanket orders:

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♦ The standard Order reports show the release schedules for blanket items.

♦ The Disposition Report includes an option to print blanket orders and to specify starting and endingexpediting dates.

♦ The Blanket Order Report includes all orders with blanket items. All items on the order are shown.

♦ The Commitment Schedule Report is a printout of the Commitment Schedule seen in Pricing andAvailability, during order entry and purchasing. Parameters include a range of items and expeditingdates.

♦ The Blanket Release Insufficient Stock Report is a list of all releases that were not able to be shippedbecause not enough free stock was available.

If the Blanket Credit Check option is set Y, the open blanket order value is updated when processing blanketorders in the Exp-Order module.

ReallocateMaterial can be reallocated to another blanket order release. If a blanket item is chosen to be reallocated, theRelease Schedule for the blanket item is presented. The selected release must have an allocated quantity if it isthe source item and must have an open quantity if it is the destination item. Assemblies cannot be reallocated.

ITEM LIST

Item Service Level Report

You can evaluate the efficiency of your blanket order releases by viewing the Item Service Level Report. Afteryou enter a blanket order, the system updates the service level report to determine whether the correct quantityof the item on the order was in stock on the release date.

PURCHASE

The Blanket Orders optional package can be integrated with the standard Purchase module in one of two waysas determined by the Purchase Blanket Orders option in the Company module.

When this option is set to Y, you have the option to include blanket item requirements on the StockRequirements Report. Through the Purchase Stock Card you can view blanket order commitments and aschedule of expected purchase order deliveries.

Requirements Report

You can choose to include blanket items on the Stock Requirements Report if so desired. The parameters allowyou to print a report showing all stock requirements (for regular and blanket items), blanket item requirements,or regular requirements (excluding blanket items). Starting and ending expediting dates can be entered whenblanket items are included on the report. The date parameters determine which blanket item requirements areincluded on the report.

Purchase Order Generation

During selective purchase order generation, Item Entry allows you to view blanket order commitments,showing the schedule of open customer orders and open purchase orders in chronological order by date. You

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can readily see a schedule of customer commitments against a schedule of expectedpurchase order deliveries. This also makes it easy to see when material is due from vendors.

MATERIAL

You can allocate items to a blanket order release from free stock or a received purchase order. Blanketitems are shown in chronological order by release date. Material is allocated by selecting the Line# orReference#. The quantity to allocate can be entered.

If the Allocate by Date company option is set to Y, and you select to automatically allocate material to ablanket order, the system will allocate material to the oldest order first, regardless of whether the order is acustomer backorder, transfer backorder, or blanket order. If this option is set to N, the system allocatesmaterial according to the following hierarchy: blanket orders that reached their release dates, backorders, andtransfer backorders.

The system allocates material to blanket orders only if the timeframe falls within the date defined by theAllocation by Date blanket orders company options, Comparison Date and Allocation Window # of Days.For more information on these company options, refer to the Company Setup manual.


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COMMITMENT SCHEDULE BROWSE

You can PowrDrill from a PO line-item browse to a commitment schedule browse. When you select theCommitment Schedule option from the PowrDrill menu, the following screen appears:

Commitment ScheduleItem . . . unique code used to identify each item.

Desc . . . description one from item maintenance.

Vendor-Item#

. . . combination of Vendor# and Item# fields from item maintenance.

3 BROWSE

3 BROWSE

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Available . . . total free-stock quantity of this item at a specific location, or company-wide.Loc - indicates the total for the specified location.Company - indicates the total for the entire company.

Commitment Schedule Browse By Rel/PO DateRel/PO . . . release date or purchase order date.

PO/Ord# . . . purchase order number or order number.

Type . . . type of commitment.Type can be set to one of the following settings:PO - purchase orderBLKT - blanket orderASSM - assembly orderORD - regular order

ID . . . unique code used to identify each vendor or customer.

Rel/Ord Qty . . . release quantity or order quantity.

Alloc Qty . . . total quantity allocated.

PO Qty . . . total quantity on purchase orders.

Net Qty . . . net total free stock of the item at the specified location.

INDEXING COMMITMENT SCHEDULE BROWSE

When you press [Tab] to reindex the commitment schedule browse, the following screen appears:

Rel/PO Date . . . by release date or purchase order date.For more information on this option, refer to page 17.

3 BROWSE

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Summary . . . by summary.For more information on this option, refer to page 19.

Settings . . . accesses the Settings menu.For more information on this option, refer to page 20.

SUMMARY

Commitment ScheduleItem . . . unique code used to identify each item.

Desc . . . description one from item maintenance.

Vendor-Item#

. . . vendor number and item number.

Available . . . total quantity of this item at a specific location, or company-wide.Loc - indicates the totals for a specific location.Company - indicates the totals for the entire company.

Commitment Schedule Browse by SummaryPeriod . . . all orders and purchase orders are summarized by month.

Open-Ord-Qty

. . . total quantity on open orders for this period.

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On-PO-Qty . . . total quantity on purchase orders for this period.

Net Stock . . . total free stock of this item.

SETTINGS

Location . . . changes the location of the commitment schedule information.When you change the setting of the Location field, the information in the browse will displaycommitment schedule information for the specified location.

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Orders containing both blanket and non-blanket items can be entered. A blanket item may be a regular stockitem, catalog item, defined assembly, or free form assembly. Please note that while non-stock items can beentered as blanket items, it will be assumed that stock is available.

At some point, it may be necessary to change the open quantities or adjust the release dates and quantities forblanket items. Add/Edit allow you to change the order quantity and release schedules for shipments that havenot occurred.

Pricing and Availability allows you to view blanket order commitments, showing the schedule of opencustomer orders and open purchase orders in chronological order by date. You can readily see a schedule ofcustomer commitments against a schedule of expected purchase order deliveries. This also makes it easy to seehow material can be reallocated from one customer order to another.

4 ORDER

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ENTER AN ITEM ON A CUSTOMER ORDER

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX===============================================================================Line# Item Qty Ut Net-Price Ext-Price

===============================================================================Line# 1 1 ITEM "H" for Scan Help

===============================================================================XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXB = Blanket XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXC = Commitment Sch XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX

A list of options is presented. Please note that your system may not have all of the listed options, as some arefor specialized applications.

The B = Blanket option is used to enter blanket orders. **BLANKET ORDER ENTRY** appears on allblanket order screens. Once this option is selected, all items are considered blanket items. The Blanket ItemEntry screen displays.

The C = Commitment Schedule option is used to view the commitment schedule for specified blanket items.All scheduled releases of the items are shown. The Blanket Order Commitment Schedule screen displays.

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ENTER BLANKET ITEMS

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX *BLANKET ORDER ENTRY*===============================================================================Line# Item Qty Ut Net-Price Ext-Price

===============================================================================Line# 1 1 ITEM "H" for Scan Help

===============================================================================XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXA = Assembly XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXX = Exit Blanket XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX

Blanket items are entered in the same manner as orders. Blanket items may be a regular stock item or stockcatalog item. The Blanket Stock/Catalog Stock Item Entry screen displays. If enabled for assemblies, blanketitems may be a defined or free form assembly. The A = Assembly option is used to enter blanket assemblyitems. The Blanket Assembly Entry screen displays.

Please note that while non-stock items can be entered as blanket items, it will be assumed that stock isavailable.

The X = Exit Blanket option is used to terminate the entry of blanket items.

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BLANKET STOCK/CATALOG STOCK ITEMS

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX *BLANKET ORDER ENTRY*===============================================================================Line# Item Qty Ut Net-Price Ext-Price

===============================================================================Line# 1 1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXQ-AVL:99999999 BIN: XXXXXX U/M: XXQ-PRO:99999999 * PENETRATED * LIST: 99999.99

2 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX3 Q-ORD 99999999.99 6 MULT 99.99994 DISP H (B C H D L P S I) 7 S-TAX X (Y N)5 UT-PRICE 999999.9999 8 O-TAX X (Y N)

"C" to Cost "F" for Formula"P" to Price Unit-Cost Net-Price Ext-Price

FIELD: "D" for Detail 999999.9999 99999.9999 9999999.99

Standard order information is entered. However, no quantity is allocated at this time and Disposition H isassigned to the item. The Allocated Quantity and Disposition fields cannot be edited. After the item is entered,a Release Schedule is presented.

Obsolete ItemsThe Prophet 21 System labels items that have no usage as “obsolete items,” and assigns them aPurchase Class of 90 or above. Such items do not appear on requirements reports. For thisreason, the system does not permit you to enter an “obsolete item” on a blanket order.

If you try to enter an item with Purchase Class 90 or above, the system displays a messageexplaining that the item cannot be included on a blanket order and why.

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BLANKET ASSEMBLY ITEMS

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX *BLANKET ASSEMBLY ORDER*===============================================================================Seq# Item Qty/Assm Order Qty Allo Qty Disp

===============================================================================1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX2 DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX3 SIZE 1 9 DIS-GR 99994 LAB/ASM 9999.99 10 S-TAX X (Y N)5 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 11 O-TAX X (Y N)6 Q-ORD 99999999.99 12 PRD-GRP 99997 DISP X (I H D)8 VENDOR XXXXXX ID: XXXXXX

FIELD: "D" for Detail

**BLANKET ASSEMBLY ORDER ** appears on all blanket assembly order screens.

Standard order information is entered for the descriptive item. However, no quantity is allocated at this timeand Disposition H is assigned to the item. The Allocated Quantity and Disposition fields cannot be edited.

After the descriptive item is entered, a Release Schedule for the descriptive item is presented. As componentsare entered, Release Schedules are automatically set up based on the descriptive items (same number ofreleases, the same release dates, etc. as the schedule for the descriptive item). The Release Schedule screendisplays.

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BLANKET ORDER RELEASE SCHEDULE

Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX BLANKET ORDER RELEASE SCHEDULE-------------------------------------------------------------------------------Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Available Stock: 99999999.99Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Companywide: 99999999.99Desc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Ut: XX Order Qty: 99999999.99

XXXXXXXXXXXXXXXXXXXX Size: 999999 Release Total: 99999999.99Order#: 9999999 Vend-Item#: XXXXXX-XXXXX Cancel Qty: 99999999.99===============================================================================Seq# Rel Date Rel Qty Exp Date Pick Date Allo Qty Ship Qty Balance

1 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.992 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.993 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.994 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.995 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.996 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.997 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.998 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.999 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.99

10 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.9911 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.9912 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.99

==============================================================================="I" to Insert

Seq#: "D" to Delete <esc> for More

The Release Schedule comprises the following information:

Desired release date (when to ship)Release quantityExpediting Date to trigger reviewsPick date (if the quantity is to be picked in advance of the release date that will generate a pick &hold ticket)Allocation quantity to control stock status

Up to eighteen (18) releases can be entered. Twelve (12) can be entered on the first page. When the pagebecomes full, the TERMINATE response brings up another page for entering the remaining releases. Pages areadvanced by using the <esc> at the Seq# prompt. <esc> at the page containing the final release returns you tothe first page.

Release Dates are entered in chronological order and must be unique. The first release date cannot fall beforethe order date. No slashes are needed for Release Dates.

The Expediting Date is used to alert you to the fact that the item needs to be purchased in order to meet the nextscheduled release date. The Expediting Date is affected by the Lead Time, Review Cycle, Safety Stock, andUser Specified # of Days factors specified in the Company Record.

The Pick Date is used to trigger a Pick & Hold paper prior to the shipping paper. A Pick & Hold will print ifthe Pick Date is prior to the Release Date. The Pick Date automatically defaults to the Release Date if none isentered.

The Expediting and Pick Dates cannot be later than the Release Date.

The Release Total is incremented as individual Release Quantities are entered. The Release Total must equalthe Order Quantity before you can proceed with order entry.

4 ORDER

27

BLANKET ORDERS

If the release quantities are less than the total order quantity, you are prompted:

CANCEL OPEN ORDER QUANTITY (Y/N)?

If the release quantities are greater than the total order quantity, the following message is displayed:

RELEASE TOTAL + CANCEL QUANTITY MUST EQUAL ORDER QUANTITY!!!

You must adjust the quantities until they are equal in order to continue.

The Allocation Quantity can be used to control stock status. For example, if the Release Date is within a fewdays and there is a limited amount of free stock, you may wish to allocate the material at this point so that it isnot used to fill another customer order.

Stock can be allocated to any release provided free stock exists. If you do not allocate stock, the Disposition ofthe item is set to H. If you <esc> past the Allocated Quantity field, a zero quantity is filled in, regardless ofwhether you have any stock.

The entire Order Quantity can be allocated for non-stock items.

The Balance is the difference between the Release Quantity and the Allocation or Ship Quantities (i.e., thebalance needed to fill a particular release).

The Allocation Quantity, Ship Quantity, and Balance must equal the Release Quantity.

Releases are selected for editing by specifying their Seq#. Only releases currently displayed can be selected.Only the Release Date, Release Quantity, Expediting Date, Pick Date, and Allocation Quantity can be edited.

I to Insert allows you to insert another release in the schedule because releases must be in chronological order.Entering an I displays the prompt:

Insert before which sequence #:

You enter a sequence # to indicate where in the schedule the release is to be inserted. All the releases areresequenced and you are prompted for the appropriate information.

4 ORDER

28

BLANKET ORDERS

D to Delete allows you to delete an individual release. Entering a D displays the prompt:

Delete which sequence #:

You enter the sequence # of the release to be deleted. The release is deleted from the schedule and all theremaining releases are resequenced. If an allocated quantity exists, it will be returned to stock.

For assemblies, the Release Schedule is set up for the descriptive item and the allocated quantity may not beedited. Release schedules for components are automatically set up based on the descriptive item. The releasequantity and date may not be altered on component schedules. Any changes made to the Release Schedule foran assembly descriptive item (except for Expediting Dates) update the component schedules with theappropriate information.

BLANKET ORDER COMMITMENT SCHEDULE

Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX BLANKET ORDER COMMITMENT SCHEDULE-------------------------------------------------------------------------------Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Available Stk: 99999999.99

XXXXXXXXXXXXXXXXXXXX Companywide: 99999999.99===============================================================================PO#/Ord# Cust/Vend Rel/Ord Qty Allo Qty PO Qty Rel/PO Date Net (LOC)9999999 ORD XXXXXX 99999999.99 99999999.99 MM/DD/YY 99999999.999999999 ASM XXXXXX 99999999.99 MM/DD/YY 99999999.99

* 9999999 PO XXXXXX 99999999.99 99999999.99 MM/DD/YY 99999999.99_

===============================================================================<esc> for More * - Blanket Order"P" for Period totals"T" to Toggle location/company basis...

The Commitment Schedule shows customer commitments against expected purchase order deliveries. Onlycommitments whose order source location or purchase order destination location matches the Order Defaultlocation are shown.

4 ORDER

29

BLANKET ORDERS

The following message appears if no customer commitments exist for the item.

No commitments found.

Entries appear in chronological order by (Rel/PO Date) according to the following dates:

Blanket orders - Date of release

Non-blanket orders - Required date

Purchase orders - Expected date in Item Record. If this date has not been edited in theExp-Purchase module, then the expected date of the PO is used. If anitem is added to the PO after the PO expected date, the date of the add-on is used. If none of these dates exist, the PO required date is used.

The system automatically places a dash (-) on the line following the last entry. This indicates the end of thecommitment schedule.

Information about customer orders and vendor purchase orders is displayed. ORD indicates a customer order,PO indicates a purchase order, and ASM indicates the descriptive item from an assembly for stock work order,making it easy to distinguish one from another. An order number prefixed with an asterisk (*) indicates ablanket order. Commitments are deleted from the schedule once a complete shipment has been made for orders,or once a complete purchase order has been received.

The Net column is a running total of net stock needed to fill customer commitments. Net stock is the differencebetween the open order quantity and the quantity on purchase for the period. The net stock calculation includesfree stock based on free stock at the location. A negative net amount indicates that there is not enough materialcoming in to fill open customer orders (i.e., open order quantity exceeds the quantity on purchase).

The T to Toggle option allows you to recalculate Net Stock based on company or location stock. Theappropriate header is shown above the Net column: either (LOC) or (COM). All commitments are shown whenNet Stock is calculated based on company stock, regardless of location.

The P for Period Totals option allows you to see the total net stock needed to fill customer orders each month.

The T to Toggle option determines whether period totals reflect company or location totals. The Blanket OrderPeriod Totals screen displays.

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30

BLANKET ORDERS

BLANKET ORDER PERIOD TOTALS

This screen only appears if the P for Period Totals option was selected on the Blanket Order Commitmentscreen.

Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX BLANKET ORDER PERIOD TOTALS-------------------------------------------------------------------------------Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Available Stk: 99999999.99

XXXXXXXXXXXXXXXXXXXX Companywide: 99999999.99===============================================================================

Period Open-Ord-Qty On-PO-Qty Net StockMMM 'YY 99999999.99 99999999.99 (-)99999999.99MMM 'YY 99999999.99 99999999.99 99999999.99_

===============================================================================

<esc> for More...

For each month, the system displays the Open Order Quantity for customer orders, the Quantity on Purchase,and the Net Stock.

The T to Toggle option on the Blanket Order Commitment screen determines whether company or locationtotals are shown.

The date that determines the month in which an order or purchase order falls can be found on the Blanket OrderCommitment Schedule screen.

Net Stock is the difference between the Open Order Quantity and the Quantity on Purchase for the period. Anegative amount in the Net Stock column indicates that there is not enough material coming in to fill opencustomer orders (i.e., Open Order Quantity exceeds the Quantity on Purchase).

The system automatically places a dash (-) on the line following the last entry. This indicates the end of theperiod totals.

4 ORDER

31

BLANKET ORDERS

ADD TO OR EDIT A CUSTOMER ORDER

At some point, it may be necessary to change the open quantities or adjust the release dates and quantities forblanket items. For example, a customer might call on the release date and request an increase in the amount ofmaterial being shipped that day.

ORDER# CUST CUSTOMER PO9999999 XXXXXX XXXXXXXXXXXXXXXXXX

CREDIT TYPE: NO-L SIC # 9999BILL-TO SHIP-TO

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXX XXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXX

1 RELEASE ITEMS (Y N)2 CHANGE P.O. REQ. (Y N)3 CHANGE B-ORD REQ. (Y N)4 CHANGE ORD QTY (Y N)5 EDIT ASSEMBLIES (Y N)6 ADD ORDER-ITEMS (Y N P)7 CHANGE RELEASE SCHEDULES (Y N)8 CHANGE NS (Y N)9 EDIT LOT BILL GRPS (Y N)

FIELD:

Customer Order Edit/Add includes options to change the order quantity and release schedules for shipmentsthat have not occurred.

CHANGE ORD QTY can be used to change the order quantity for shipments that have not occurred. Thisallows you to increase or decrease the open quantity of any blanket items.

CHANGE RELEASE SCHEDULES is used to change the release schedules for shipments that have notoccurred. This allows you to change the release schedule of any blanket items.

You are prompted for the Starting Seq# or the Starting Item Code of the blanket item(s) to be edited.

Starting Seq# or Item Code: ("S" to stop)

Each blanket item on the order is displayed in turn, according to the Starting Seq# or Item Code you specified.If a blanket item is entered, and there is more than one line item with that code, the first such line item ispresented.

4 ORDER

32

BLANKET ORDERS

EDIT SELECTED ITEMS

ACCT: XXXXXX ORDER #: 9999999 ITEM: 9999

ITEM XXXXXXXXXXXXXXXXXXXXXXXXXXDESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXXDESC 2 XXXXXXXXXXXXXXXXXXXXDESC 3 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXDESC 4 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXUT-NAME XXUT-SIZE 999999Q-AVL 99999999.99 PROTECTED: 99999999 ** PENETRATED **

1 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX2 SHIP-LOC 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX3 Q-OPEN 99999999.99994 Q-ALLO 99999999.995 DISP H (B C H D L P)6 VENDOR XXXXXX ID: XXXXXX

FIELD: ("S" to Stop sequence)

Entering an S to Stop stops the display of items. You may enter another Starting Seq#.

Press [Enter] at the Field prompt to display the Blanket Order Release Schedule associated with the item.





==============================================================================="I" to Insert


The Release Schedule may contain up to eighteen (18) releases. Twelve (12) are displayed on the first page.[Esc] for More is used to display the remaining releases.

4 ORDER

33

BLANKET ORDERS

Releases are selected for editing by specifying their Seq#. Only releases currentlydisplayed can be selected. Only the Release Date, Release Quantity, Expediting Date, Pick Date, andAllocation Quantity can be edited. Any such adjustments automatically adjust the total release quantity for theitem.

Allocation Quantity represents Allocated + Picked Quantity. If edited, the actual quantity allocated appears(not allocated + picked).

After editing a release, if the allocated quantity exceeds the release quantity, the following message isdisplayed:


You must adjust the quantities until they are equal in order to continue.

Please note that for assemblies, the system will also check that allocated quantities for the components do notexceed the new release quantity when editing the descriptive item.

I to Insert allows you to insert another release in the schedule. Entering an I displays the prompt:





You enter the sequence # of the release to be deleted. The release is deleted from the schedule and all theremaining releases are resequenced. Any released quantity with a previous ship quantity cannot be deleted. Ifan allocated and/or picked quantity exists, they will be returned to stock.

For assemblies, releases of the descriptive item cannot be deleted if any component on the assembly is pickedor allocated. This includes releases with an open work order. Otherwise, a message appears when you try todelete such a release.

COMPONENT(S) ALLOCATED/PICKED. CANNOT DELETE.

4 ORDER

34

BLANKET ORDERS

Releases that have been completely shipped or cancelled may not be altered.

The Release and Cancel Totals must equal the Order Quantity before you can proceed.

If the release quantities are less than the total order quantity, you are prompted:

CANCEL OPEN ORDER QUANTITY (Y/N)?

If the release quantities are greater than the total order quantity, the following message is displayedand you must adjust the quantities until they are equal in order to continue.


PRICING AND AVAILABILITY

9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PRICING AND AVAILABILITY

Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Credit: XXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Vend-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Sub-Ref: XXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXX Vendor ID: XXXXXX===============================================================================Ut Ut-Size List-Price Col1-Price Col2-Price Col3-Price Cost-PriceXX 999999 999999.9999 999999.9999 999999.9999 999999.9999 999999.9999-------------------------------------------------------------------------------Disc Basis Break Unit-Price Mult Disc% Net-Price Each-Price PremXXXXX XXXX 9999 999999.99 99.9999 99.99 9999999.99 999999.99 99

9999 999999.99 99.9999 99.99 9999999.99 999999.999999 999999.99 99.9999 99.99 9999999.99 999999.999999 999999.99 99.9999 99.99 9999999.99 999999.999999 999999.99 99.9999 99.99 9999999.99 999999.99

-------------------------------------------------------------------------------Br Loc Free Back-Ord Due-In Protect Bin Lead PO # Due-Date9 9999 9999999 9999999 9999999 9999999 XXXXXX 9999 9999999-9999 MM-DD-YY9 9999 9999999 9999999 9999999 9999999 XXXXXX 9999 9999999-9999 MM-DD-YY

===============================================================================1. Next 4. XXXXXX 7. XXXXXX A. XXXXXX D. XXXXXX G. XXXXXX2. Hist 5. XXXXXX 8. XXXXXX B. XXXXXX E. XXXXXX H. XXXXXX

Option 3. XXXXXX 6. XXXXXX 9. XXXXXX C. XXXXXX F. XXXXXX

A list of options is presented. The options listed and the input requirements depend on the item currentlydisplayed. Please note that your system may not have all of the listed options, as some are for specializedapplications.

The COM SC option is used to view the blanket order commitment schedule for the specified item. This makesit easy to see how material can be reallocated from one customer order to another. The Blanket OrderCommitment Schedule screen displays.

35

Blanket shipping is integrated with the ship print cycle. Blanket orders can be processed when printingshipping papers for specific or range of shipping routes. If you choose to process rush shipments, the systemcycles through the normal print cycle for blanket and non-blanket rush orders before cycling through blanketand non-blanket orders. If an order contains both blanket and non-blanket items, the non-blanket items mayoptionally be included on the blanket shipping paper. Otherwise, two shipping papers are printed, one for eachrespective type(-001 and -002). Once the ship print cycle is finished, you can select to run through the cycle again. Theprocedure repeats with first blanket and non-blanket rush orders and then blanket and non-blanket orders.

Note: Blanket orders cannot be processed by order number.

A separate option to print blanket order shipping papers is provided. If you choose to process rush shipments,the system will process all blanket rush orders before continuing with other blanket orders. Shipping papersprint automatically on the release date. A 'blanket order item' message prints after each blanket item.

You can reprint shipping papers for both non-blanket orders and blanket orders. Shipping papers for blanketorders are reprinted in the same manner as those for non-blanket orders.

SHIPPING PAPER PRINTING OPTIONS

Blanket orders can be processed when printing shipping papers for specific or range of shipping routes.Blanket orders cannot be processed by order number.

5 SHIP

5 SHIP

36

BLANKET ORDERS

PRINT A RANGE OF SHIPPING ROUTES

PRINT SHIPPING PAPERS BY ROUTE NUMBER MM/DD/YY

1 STARTING ROUTE2 ENDING ROUTE3 PROCESS RUSH SHIPMENTS (Y N)4 NUMBER OF EXTRA COPIES (0-4)5 SUPPRESS PRINTING (Y N)6 STARTING ORDER DATE (MM/DD/YY)7 ENDING ORDER DATE (MM/DD/YY)8 PROCESS BLANKET ORDERS (Y N)9 COMBINE BLANKET & NON-BLANKET (Y N)

FIELD:

Blanket orders can be processed when printing shipping papers for a range of shipping routes. The systemcycles through the normal print cycle for blanket orders before cycling through non-blanket orders.

Shipping route #0 is reserved for rush shipments. If rush shipments are processed, the system checks allshipping route #0 blanket orders and non-blanket orders before continuing with other blanket orders and non-blanket orders.

If an order contains both blanket and non-blanket items, COMBINE BLANKET & NON-BLANKETdetermines whether the non-blanket items are included on the blanket order shipping paper. If not, twoshipping papers are printed, one for each respective type (-001 and -002).

Once the ship print cycle is finished, you can select to run through the cycle again. The procedure repeats withblanket and non-blanket rush orders before continuing on with blanket and non-blanket orders.

5 SHIP

37

BLANKET ORDERS

PRINT SPECIFIC SHIPPING ROUTES

PRINT SHIPPING PAPERS BY SPECIFIED ROUTE NUMBERS MM/DD/YY

ROUTE# ROUTE#1. 9.2. 10.3. 11.4. 12.5. 13.6. 14.7. 15.8.

16. PROCESS RUSH SHIPMENTS (Y N)17. NUMBER OF EXTRA COPIES (0-4)18. SUPPRESS PRINTING (Y N)19. STARTING ORDER DATE (MM/DD/YY)20. ENDING ORDER DATE (MM/DD/YY)21. PROCESS BLANKET ORDERS (Y N)22. COMBINE BLANKET & NON-BLANKET (Y N)

FIELD:

Blanket orders can be processed when printing shipping papers for specific shipping routes. The system cyclesthrough the normal print cycle for blanket orders before cycling through non-blanket orders.

Shipping route #0 is reserved for rush shipments. If rush shipments are processed, the system checks allshipping route #0 blanket orders and non-blanket orders before continuing with other blanket orders and non-blanket orders.

If an order contains both blanket and non-blanket items, COMBINE BLANKET & NON-BLANKETdetermines whether the non-blanket items are included on the blanket order shipping paper. If not, twoshipping papers are printed, one for each respective type (-001 and -002).

Once the ship print cycle is finished, you can select to run through the cycle again. The procedure repeats withblanket and non-blanket rush orders before continuing on with blanket and non-blanket orders.

5 SHIP

38

BLANKET ORDERS

PRINT BLANKET ORDER SHIPPINGPAPERS

A separate option to print blanket order shipping papers is provided. If you choose to process rush shipments,the system will process all blanket rush orders before continuing with other blanket orders. Shipping papersprint automatically on the release date. A 'blanket order item' message prints after each blanket item.

PRINT BLANKET ORDER SHIPPING PAPERS MM/DD/YY

1 STARTING ROUTE2 ENDING ROUTE3 PROCESS RUSH SHIPMENTS (Y N)4 NUMBER OF EXTRA COPIES (0-4)5 SUPPRESS PRINTING (Y N)6 INCLUDE NON-BLANKET ITEMS (Y N)

FIELD:

All blanket orders are scanned. The scan may take time, depending on the number of blanket orders. Anyblanket items with a release date on or before the current Ship Default Date are shipped.

An attempt is made to allocate any open quantity. If not enough free stock exists, the open quantity is put onhold and the order is journalized on the Blanket Release Insufficient Stock Report in the Exp-Order module.Only releases whose date has passed will appear on the report.

After all blanket items are checked for release, the blanket orders are scanned again for Pick & Holds.Shipping papers with a PICK AND HOLD message will print for any blanket item with a Pick Date on orbefore the current date.

If rush shipments are processed, the system processes all blanket rush orders (shipping route #0) beforecontinuing with other blanket orders.

Non-blanket items may be optionally included on the blanket order shipping paper. Otherwise, non-blanketitems must be shipped in the normal fashion.

If enabled for assemblies, a Work Order prints where appropriate if a work order is required.

For non-stock items, it will be assumed that stock is available when the item is released.

Shipping papers contain one release per item. The Order, Open, and Ship quantities reflect the release, not thetotal item.

With respect to the Packing Basis, each blanket release is considered a single item. For example, if only 5 unitsexist in stock, and the release is for 10, the item will not be shipped for any packing basis that requirescomplete items.

A ** BLANKET ORDER RELEASE #9999 ** message prints after each blanket item, where 9999 is theactual release sequence# for that item. For assemblies, only descriptive items will contain the message.

5 SHIP

39

BLANKET ORDERS

You are given the opportunity to align forms if necessary.

After the initial run of shipping papers has been printed, a ship print cycle pause message is automaticallydisplayed.

ALIGNMENT OPTIONS

Alignment Options

1. Form alignment neededUse this option when your form needs an initial alignmentat top-of-form. You will be prompted:ALIGN FORM, STRIKE ANY KEY WHEN READY...

2. No alignment necessaryUse this option when you do not need to adjust your formsalignment. Printing will start at the Customer Name andAddress line. If you opted to have your Company Name andAddress included, this should have already been printed.

OPTION:

Option #1 gives you time to align the forms.

ALIGN FORM, STRIKE ANY KEY WHEN READY...SHIPPING PAPER PRINTING...PLEASE WAIT...

Option #2 assumes that the forms are aligned, and printing begins.

SHIPPING PAPER PRINTING...PLEASE WAIT...

At the end of printing, the system automatically advances the form so that the shipping paper just printed can betorn off at the perforation. The system then reverses the form so that the alignment for the next shipping paperis correct. Please note that the advance/reverse feature is not designed to advance/reverse after every shippingpaper prints.

SHIPPING PAPER ADVANCING...TEAR OFF WHEN FINISHED, THEN STRIKE ANY KEY TO CONTINUE...

Please note that forms advance/reverse only works with the Interchangeable Shipping Paper and Invoiceformats when your company has one branch or the printing of the company header is suppressed.

5 SHIP

40

BLANKET ORDERS

SHIP PRINT CYCLE

After the initial run of shipping papers has been printed, the system will pause and then automatically scan formore shipping papers to print. This allows shipping to operate all day without the need for re-entering theshipping parameters.

End of print range reached. ** BLANKET SHIPPING **Pausing before scanning for more shipping papers.Minutes until next scan: 2

Enter operator halt ("?") for further print options...

The number of minutes between scans is determined by the SHIP PRINT CYCLE option in the CompanyRecord. The system automatically defaults to 2 minutes if no pause length has been entered for this option. AnOperator Halt (Shift ?) automatically displays further Print Options.

PRINT OPTIONS

1. Perform advance/reverse form.

2. Perform a form feed.

3. Scan for shipping papers.

4. Set the pause length in the print cycle.

5. Exit from printing shipping papers.

OPTION:

Once the ship print cycle is finished, you can select to run through the cycle again. The procedure repeats withfirst blanket and non-blanket rush orders and then blanket and non-blanket orders.

Option #1 performs a form feed and redisplays the Print Options.

Option #2 scans for more shipping papers in the specified range of routes. The Ship Cycle screen isredisplayed.

CAUTION: This option should not be used while receiving material.

5 SHIP

41

BLANKET ORDERS

Option #3 allows you to set the pause length in the print cycle.

PAUSE LENGTH (in minutes):

The value entered here overrides the pause length set in the Company Record. There is a maximum of 9minutes to pause before beginning a scan for more shipping papers to print. This newly entered value is onlytemporary. The value in the Company Record will be used if you were to exit and then re-enter the module.

Option #4 allows you to exit from printing shipping papers. The Shipping menu is redisplayed.

42

At some point, it may be necessary to adjust the release dates and quantities for blanket items. Item Edit allowsyou edit the Release Schedule of a blanket item. This makes it easy to check the status of blanket items. Youcan adjust release information for the current shipment or for future shipments, provided the release is notcomplete.

EDIT AN ITEM

EDIT ITEM1 ITEM SEQ 9999ITEM CODE XXXXXXXXXXXXXXXXXXXXXXXXXXDESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXXDESC 2 XXXXXXXXXXXXXXXXXXXXCURR-QTY 99999999.99

2 NEW QTY 99999999.99MESSAGE XXXXXXXXXXXXXXXXXX

3 DISP (B C S H A)4 IN-FRGT 99999999.995 EDIT BLANKET RELEASE SCHD X (Y N)

FIELD: "N" for Next "-" for Previous

If the NEW-QTY is greater than the CURR-QTY, an OVERSHIPMENT!! message is shown. The Order Qty,Release Total, Ship Qty, and individual Release Qty are increased by the overship quantity. The ReleaseSchedule for the overshipped blanket item displays.

6 SHIP-EDIT

6 SHIP-EDIT

43

BLANKET ORDERS

If the NEW-QTY is less than the CURR-QTY, the message UNDERSHIPMENT!! isshown. A Disposition Options key is automatically displayed for the balance.

Disposition Options-------------------C = cancelledS = substitutedH = holdA = allocated to BO release

Disposition A allows you to cancel the balance of the blanket item not shipped, but reallocate that quantity toanother blanket order release. The Release Schedule for the undershipped blanket item displays.

EDIT BLANKET RELEASE SCHEDULE allows you to edit the Release Schedule of the blanket item. Youcan adjust release information for the current shipment or for future shipments, provided the release is notcomplete. The Release Schedule for the blanket item displays.






==============================================================================="I" to Insert


The Release Schedule may be edited in the same manner as in the Order module with some limitations.Release quantities or release dates may only be added if some quantity is cancelled by lowering the NEW-QTYon the Item Edit screen, by lowering one of the release quantities, or by deleting releases. The release andcancel totals are automatically updated as the release quantities are edited.

6 SHIP-EDIT

44

BLANKET ORDERS

If the added release quantity exceeds the quantity that has been cancelled, the followingmessage is displayed:

Error: Release Quantity Exceeds Order Limit!!!

Releases are selected for editing by specifying their Seq#. Only releases currently displayed can be selected.Only the Release Date, Release Quantity, Expediting Date, and Pick Date can be edited. Any such adjustmentsautomatically adjust the total release quantity for the item.

If, after editing a release, the allocated quantity exceeds the release quantity, the following message isdisplayed:

Error in Quantities: Allocated + Shipped + Cancelled is more than release.

Note: For assemblies, when editing the descriptive item, the system will also check that allocatedquantities for the components do not exceed the new release quantity.

Allocation Quantity represents Allocated + Picked Quantity.

I to Insert allows you to insert another release in the schedule. Entering an I displays the prompt:





You enter the sequence # of the release to be deleted. The release is deleted from the schedule and all theremaining releases are resequenced. Any release quantity with a previous ship quantity cannot be deleted. Ifan allocated quantity and/or picked quantity exists, they will be returned to stock.

6 SHIP-EDIT

45

BLANKET ORDERS

OVERSHIPMENT





===============================================================================


You may decrease future release(s) or cancel future release(s) to compensate for the overshipment, asappropriate. If you choose to decrease future release quantities, the Cancel Qty reflects the decrease.

For example, a schedule is set up for 30 items, 10 each in the next 3 months. Even if the customer wants 12 thefirst month, the system will still ship 10 each in the last 2 months. If the customer only wants a total of 30, youmust cancel 2 from a future release. When everything is sent out, Exp-Order will show a shipped quantity of 28and a cancelled quantity of 2, even though 30 were sent out. Invoices, however, will show a total of 30.Releases are selected for editing by specifying their Seq#. Only releases currently displayed can be selected.Only the Release Date, Release Quantity, Expediting Date, and Pick Date can be edited. Any such adjustmentsautomatically adjust the total release quantity for the item.

Allocation Quantity represents Allocated + Picked Quantity.



You enter the sequence # of the release to be deleted. The release is deleted from the schedule and all theremaining releases are resequenced.

Any release with a previous ship quantity cannot be deleted. If an allocated and/or picked quantity exists, theywill be returned to stock.

6 SHIP-EDIT

46

BLANKET ORDERS

UNDERSHIPMENT





==============================================================================="I" to Insert

Enter seq# to re-allocate: <esc> for More Allocate Qty: 4.00

You must either increase a future release or add a release to the Release Schedule to allow for theundershipment.

Releases are selected for editing by specifying their Seq#. Only releases currently displayed can be selected.Only the Release Date, Release Quantity, Expediting Date, and Pick Date can be edited. The Allocate Quantitycan be edited if disposition A was assigned. Any such adjustments automatically adjust the total releasequantity for the item.

Allocation Quantity represents Allocated + Picked Quantity. If edited, the actual quantity allocated will appear(not allocated + picked).

If disposition A was assigned, the quantity to reallocate will appear in the lower, right-hand corner of thescreen. This will be updated until all of the quantity has been reallocated.

You are prompted to cancel any unused reallocated quantity:

CANCEL OPEN ALLOCATED QUANTITY (Y/N)?

The message RETURN TO STOCK? (Y N) is displayed for stock items. The message RETURNED TOSTOCK is displayed to indicate that the balance has been returned to stock.

6 SHIP-EDIT

47

BLANKET ORDERS

I to Insert allows you to insert another release in the schedule. Entering an I displays theprompt:



48

This only applies if enabled for assemblies.

Work Edit for blanket assembly items is based on a single release. Otherwise, blanket work orders are edited inthe Work-Edit module in the same manner as regular work orders.

EDIT OR CONFIRM A WORK ORDER

WORK-ORDER EDIT/CONFIRM

ORDER # OR CUST:CUST P.O.#:

ENTER ORDER-ITEM SEQUENCE #:

-------------------------------------------------------------------------------

OPTIONS

1 COMMENT 12 COMMENT 23 UPDATE DESC ITEM PRICE X (Y N)

FIELD:

Work orders with blanket assembly items are edited in the same manner as regular work orders.

If processing a blanket assembly item, the Release Schedule for the blanket assembly item displays.

7 WORK EDIT

7 WORK EDIT

49

BLANKET ORDERS






==============================================================================="I" to Insert


Release Schedule may contain up to eighteen (18) releases. Twelve (12) are displayed on the first page; (ESC)for More is used to display the remaining releases.

Work Edit for a blanket assembly item is based on a single release. Releases are selected by specifying theirSeq#. Only releases currently displayed can be selected.

7 WORK EDIT

50

BLANKET ORDERS

Once a release is specified, the Edit/Confirm Options are confirmed as follows.

ITEM =XXXXXXXXXXXXXXXXXXXXXXXXXX ORDER # 9999999XXXXXXXXXXXXXXXXXXXXXXXXXXX CUST XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

QTY ON ORDER:UNSHIPPED BALANCE:

READY TO BE SHIPPED:

1 NEW QTY READY2 EDIT COMPONENTS (Y N)3 ADD COMPONENTS (Y N)4 POST LABOR (Y N)5 POST DEPT (Y N)

FIELD:

RELEASE QTY and UNSHIPPED BALANCE reflect the appropriate quantities from the selected release.

Components currently cannot be added to a blanket release.

From this point, blanket work orders are edited in the same manner as regular work orders.

51

Several features are provided to expedite the processing of blanket orders. This makes it easy to check thestatus of blanket orders.

When viewing a customer order, a ** BLANKET ITEMS ** message appears on the Order Header screen ifthe order contains blanket item(s). The Item Detail screen provides an option to view the Release Schedule forblanket items. This makes it easy to check the release dates and quantities.

Several reports are available to show you information about blanket orders: Open Order Report, DispositionReport, Blanket Order Report, Commitment Schedule Report, and Missed Blanket Release Report.

Material can be reallocated to another blanket order release. If a blanket item is chosen to be reallocated, theRelease Schedule for the blanket item is presented. The selected release must have an allocated quantity if it isthe source item and must have an open quantity if it is the destination item. Assemblies cannot be reallocated.

8 EXPEDITE ORDER

8 EXPEDITE ORDER

52

BLANKET ORDERS

VIEW A CUSTOMER ORDER

Customer Code: XXXXXX Sales Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Bill XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Ship XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXto: XXXXXXXXXXXXXXXXXXXXXXXXXX to: XXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXX XXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXXXXXXXXXXXXXX

Inv Batch Rte Tax ID Frt Shipping Instructions99 99 9999 X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Order # Ord-Date Req-Date Slm Tkr Pack #Lines Open Shpmts Unconf Invcs9999999 MM/DD/YY MM/DD/YY 9999 9999 XXXX 9999 9999 9999 9999 9999

Customer PO External PO# Ord-Value Open-ValueXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX 99999999.99 99999999.99

** BLANKET ITEMS **-------------------------------------------------------------------------------

"N" for Next "E" to Edit "C" to Cancel

<ESC> or Starting Item Line# to View Line-Items...

If an order contains blanket item(s), a ** BLANKET ITEMS ** message is displayed.

<ESC> displays all the items on the order, beginning with the first Line.

Entering an Item Line # displays all the items on the order, beginning with that Line .

8 EXPEDITE ORDER

53

BLANKET ORDERS

VIEW ITEMS ON A CUSTOMER ORDER

Order #: 999999999 Customer: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX-------------------------------------------------------------------------------

Line# Item Unit Net-Price Qty Open Open Value

9999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XX 999999.99 999999.99 999999.99

-------------------------------------------------------------------------------

"N" for Next "E" to Edit "C" to Cancel <ESC> for more Line#s"R" for Release Schedule by Date or NumberEnter Line# for detailed view...

Entering an Item Line # displays a more detailed view of that item

The R for Release Schedule by Date or Number option allows you to view the releases for the current order.You are prompted for the release number or release date.

8 EXPEDITE ORDER

54

BLANKET ORDERS

VIEW RELEASES ON A CUSTOMER ORDER

BLANKET ORDER RELEASE SCHEDULE-------------------------------------------------------------------------------Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Order#: 99999999===============================================================================Item Seq# Item Source ShipRel# Rel Date Rel Qty Exp Date Pick Date Allo Qty Ship Qty Balance

999 XXXXXXXXXXXXXXXXXXXXXXXXXX 9999 99999999 MM/DD/YY 99999999.99 MM/DD/YY MM/DD/YY 99999999.99 99999999.99 99999999.99






===============================================================================

<ESC> for More "-" for Previous...

All releases for the current order are shown. The header area indicates whether the releases were selected byrelease date or release number.

VIEW LINE-ITEM DETAIL

Order #: 9999999 Customer: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX-------------------------------------------------------------------------------

Line# Item Source & Ship Locations9999 XXXXXXXXXXXXXXXXXXXXXXXXXX 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

-------------------------------------------------------------------------------Prod-Gr Unit Ut-Size List-Price Mult Net-Price Cost Prof%

9999 XX 999999 999999.9999 99.9999 999999.9999 999999.9999 99.99-------------------------------------------------------------------------------Order Qty Qty Shipped Qty Allo/Pick Open Bal Disp999999.99 999999.99 999999.99 999999.99 H-------------------------------------------------------------------------------Shp-Gr Name Last-Ship Last-Inv Req-Date Exp-Date S-Tax O-Tax

9999 XXXXXXXXXXXXXXXX MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY X X-------------------------------------------------------------------------------

Ext-PO# Expected Vendor Name Mfg #9999999 MM/DD/YY XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXX MM-DD-YY XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

==============================================================================="N" for Next line item "E" for Edit "C" for Cancel "R" for Release Sch."X" for Next line item (incl assm comp/ext desc) or Specify Line #..."S" for price and cost source or Specify Line #...

Allocated/Picked quantities reflect information on the Release Schedule.

8 EXPEDITE ORDER

55

BLANKET ORDERS

The R for Release Schedule option is used to view the Release Schedule for the specifiedblanket item. This makes it easy to check the release dates and quantities.

Blanket Order Release Schedule





===============================================================================

<esc> for More

All releases for the current item appear on the Release Schedule. A Release Schedule may contain up toeighteen (18) releases. Twelve (12) are displayed on the first page. <esc> for More is used to display theremaining releases.

8 EXPEDITE ORDER

56

BLANKET ORDERS

ORDER EXPEDITING REPORTS

Several Expedite Order reports include information about blanket orders: Order Report (Full and Open),Disposition Report, Blanket Order Report, Commitment Schedule Report, and Blanket Release InsufficientStock Report.

PRINT AN ORDER REPORT

ORDER REPORT

1 SEQ (ORD SLM CUST TAKER)2 START3 END4 STARTING ORDER DATE (MM/DD/YY)5 DATE-REQD CUT-OFF (MM/DD/YY)6 CUST CLASS START7 CUST CLASS END8 REPORT FORMAT (A B C)9 PRODUCT GROUP TOTALS (Y N ONLY)

10 SHOW COSTS (Y N)11 SHOW PO DATA (Y N)12 MIN OPEN VALUE13 MIN OPEN PROFIT

FIELD:

Release schedules for blanket items are included on both the FULL and OPEN versions.

8 EXPEDITE ORDER

57

BLANKET ORDERS

ORDER REPORT - FULL VERSION: SAMPLE

Blanket Order Release Schedule information prints beneath the item information of each blanket item. Itincludes:

Release date Allocation quantity

Release quantity Ship quantity

Expediting Date Ship Date

Pick date Balance

8 EXPEDITE ORDER

58

BLANKET ORDERS

PRINT A DISPOSITION ORDER REPORT

DISPOSITION ORDER REPORT1 SEQ (ORD SLM CUST TAKER)2 START3 END4 STARTING ORDER DATE (MM/DD/YY)5 DATE-REQD CUT-OFF (MM/DD/YY)6 CUST CLASS START7 CUST CLASS END

SELECT FEATURES8 PRODUCT GROUP TOTALS (Y N ONLY)9 SHOW COSTS (Y N)

10 SHOW PO DATA (Y N) 21 BLANKET ORDERS (Y N ONLY)11 COMPLETE (Y N) 22 EXP. DATE START12 AL/PK (Y N) 23 EXP. DATE END13 BK-ORD (Y N)14 CANCEL (Y N)15 HOLD (Y N)16 DS (Y N)17 LPU (Y N)18 P&D (Y N)19 NON-STOCK (Y N ONLY VALU)20 SHOW STOCK STATUS (Y N)

FIELD:

The Disposition Report can be limited to orders with blanket items.

BLANKET ORDERS determines whether orders with blanket items are shown in the report.

If YES, orders with blanket items are shown.If NO, orders with blanket items are not shown.If ONLY, only orders with blanket items are shown.

Only blanket items on orders with a release that has an Expediting Date within the specified range are shown.

8 EXPEDITE ORDER

59

BLANKET ORDERS

DISPOSITION ORDER REPORT: SAMPLE

8 EXPEDITE ORDER

60

BLANKET ORDERS

PRINT A BLANKET ORDER REPORT

BLANKET ORDER REPORT

ORDER NUMBER1 START2 END

DISPLAY PARAMETERS3 STARTING ORDER DATE (MM/DD/YY)4 DATE-REQD CUT-OFF (MM/DD/YY)5 CUST CLASS START6 CUST CLASS END7 REPORT FORMAT (A B C)8 PRODUCT GROUP TOTALS (Y N ONLY)9 SHOW COSTS (Y N)

10 SHOW PO DATA (Y N)11 MIN OPEN VALUE12 MIN OPEN PROFIT13 EXP. DATE START (MM/DD/YY)14 EXP. DATE END (MM/DD/YY)15 REL DATE START (MM/DD/YY)16 REL DATE END (MM/DD/YY)

FIELD:

All orders with blanket items entered on or since the specified STARTING ORDER DATE are included.

All orders with blanket items up to, and including, the specified DATE REQUIRED CUT-OFF are included.

A Report Format Key is automatically displayed.

Report Format Key--------------------------------A = full - list all ordersB = open - list only open ordersC = brief - general info only

A FULL Blanket Order Report includes all blanket orders. All items on the blanket orders areshown.An OPEN Blanket Order Report includes only open blanket orders. Cancelled and completedblanket orders are not included.A BRIEF Blanket Order Report shows only general blanket order information.

Only blanket items on orders with a release that has an Expediting Date within the specified range are shown.

Only blanket items on orders with a release that has a release date within the specified range are shown.

8 EXPEDITE ORDER

61

BLANKET ORDERS

BLANKET ORDER REPORT - FULL VERSION: SAMPLE

8 EXPEDITE ORDER

62

BLANKET ORDERS

PRINT A COMMITMENT SCHEDULE REPORT

COMMITMENT SCHEDULE REPORT

1 LOC# (0 FOR COMPANY)2 SEQ (VN IT PR VS)3 START4 END

EXPEDITING DATES5 START6 END

PERIOD TOTALS7 INCLUDE (Y N)

FIELD:

The Commitment Schedule Report enables you to readily see a schedule of customer commitments against aschedule of expected purchase order deliveries. This makes it easy to see how material can be reallocated fromone customer order to another.

This is a printout of the Commitment Schedule seen in Order Entry, Pricing and Availability, etc.

If a location is specified, just the commitments whose order source location or purchase order destinationlocation matches that location are listed. If a 0 (zero) is specified, all commitments are listed, regardless oflocation.

Commitments are listed in various sequences. VS only appears if the VENDOR-SORT CODE XREF option isset to Y in the Company Record.

For VN, commitments are listed by Vendor # and Item #. START and END are entered in theformat Vendor#-Item#.For IT, commitments are in Item Code order.For PR, commitments are listed by Product Group and Sort Code. START and END are enteredin the format Product Group-Sort Code.For VS, commitments are listed by Vendor Number and Vendor Sort Code. START and END areentered in the format Vendor#-Vendor Sort Code.

Only commitments on orders with a release that has an Expediting Date within the specified range are shown.

INCLUDE PERIOD TOTALS allows you to optionally see the total net stock needed to fill customer orderseach month.

8 EXPEDITE ORDER

63

BLANKET ORDERS

COMMITMENT SCHEDULE REPORT: SAMPLE

The Commitment Schedule Report shows the schedule of open customer orders and open purchase orders inchronological order by date. Only commitments whose order source location or purchase order destinationlocation matches the location specified in the parameters are shown. If 0 (company-wide) is specified in theparameters, all commitments are shown regardless of location.

AVAILABLE STOCK reflects the location specified in the parameters or company-wide stock if a 0 (zero) isspecified. If company-wide, COMPANY-WIDE is shown in the location field next to the item code.

8 EXPEDITE ORDER

64

BLANKET ORDERS

PRINT A BLANKET RELEASE INSUFFICIENT STOCKREPORT

BLANKET RELEASE INSUFFICIENT STOCK REPORT

SHIP LOCATION1 START2 END

RELEASE DATE3 START4 END

FIELD:

All releases that were not able to be shipped because not enough free stock was available are listed.

Only blanket items with releases at the specified ship locations are shown.

Blanket items on orders with a Release Date within the specified range are shown.

Please note that to get the most up-to-date figures, you should print Blanket Order Shipping Papers in the Shipmodule before printing this report.

BLANKET RELEASE INSUFFICIENT STOCK REPORT: SAMPLE

The Blanket Release Insufficient Stock Report lists all releases that were not able to be shipped because notenough free stock was available.

8 EXPEDITE ORDER

65

BLANKET ORDERS

REALLOCATE MATERIAL TO ANOTHERCUSTOMER ORDER

EXPEDITE ORDER: MATERIAL RE-ALLOCATION

SOURCE ORDER ITEM 9999999-9999 (99999999-9999)ORDER # CUST NAME ORD-DATE REQ-DATE9999999 XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX MM/DD/YY MM/DD/YY

ITEM OPEN-QTY AL/PK-QTY DISPXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.99 99999999.99 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

REALLOCATE TO : ORD (ORD STK)

DEST. ORDER ITEM 9999999-9999 (99999999-9999)ORDER # CUST NAME ORD-DATE REQ-DATE9999999 XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX MM/DD/YY MM/DD/YY

ITEM OPEN-QTY AL/PK-QTY DISPXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.99 99999999.99 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

QTY TO REALLOCATE 99999999.99SOURCE ITEM DISP H (B C H L D P)PROCEED WITH REALLOCATION? (Y N):

Material can be reallocated to another blanket order release.

If a blanket item is chosen to be reallocated, the Release Schedule for the blanket item is presented. Theselected release must have an allocated quantity if it is the source item and must have an open quantity if it isthe destination item. The Release Schedule screen displays.

The system displays the relevant information about each blanket order item after it is entered.

The Quantity to Reallocate may be no larger than the Source AL/PK Quantity or the Destination OpenQuantity.

Assemblies cannot be reallocated.

66

You can evaluate the efficiency of your blanket order releases by viewing the Item Service Level Report. Afteryou enter a blanket order, the system updates the service level report to determine whether the correct quantityof the item on the order was in stock on the release date.

Settings for the Item Service Level Report are established in the Company module.

COMPANY

Order Hit % . . . a factor in calculating item service levels. The value set in this field is multiplied by theorder quantity after an item is entered on the order. If the result is a number lower thanthe current free stock, a hit is recorded on the Item Service Level Report. If the result is anumber higher than the current free stock, a miss is recorded.

9 ITEM LIST

9 ITEM LIST

67

BLANKET ORDERS

ITEM SERVICE LEVEL REPORT

The system determines if a blanket order was a hit or miss on the Item Service Level Report based on whetherthe release was made on time. That is, the system checks whether the blanket order is a hit or miss for eachrelease on a blanket order as the release date becomes current.

For example, on March 12 you enter a blanket order for 300 pens: 100 to be shipped on March 12,100 to be shipped on April 12, and 100 to be shipped on May 12. The system previously updatedthe service level report to determine whether all 300 pens were in inventory on the date of theoriginal order.

Now, the system updates the service level report three times. That is, the system determineswhether the individual release quantities are available on each individual release date (March 12,April 12, and May 12).

The following sample is an example of the Item Service Level Report.

68

The Blanket Orders optional package can be integrated with the Purchase module in one of two ways,depending on the setting of the Purchase Blanket Orders option in the Company module. The setting of thisoption determines whether you can use automatic purchasing to purchase items on blanket orders.

If the Purchase Blanket Orders option is set to N, blanket item requirements cannot be purchased through theAutomatic option and must be purchased through the Selective option. The requirements and commitmentschedule can be accessed through the Stock Card screen. The blanket item requirements can be included on theStock Requirements Report for information purposes, but they are not included in the overall item purchaserequirements.

If the Purchase Blanket Orders option is set to Y, blanket item requirements can be purchased through both theAutomatic and Selective options. As previously described, the blanket item requirements and commitmentschedule can be accessed through the Stock Card screen. Blanket items can be included on all requirementsreports, and are part of the overall item purchase requirements. In other words, the items that must bepurchased to fill blanket orders are treated as “regular” items and included with the rest when the systemcalculates purchase quantities.

The specifics for both setups are described on the pages that follow.

10 PURCHASE

10 PURCHASE

69

BLANKET ORDERS

ENHANCEMENTS TO REQUIREMENTSREPORTS

The setting of the Purchase Blanket Orders option, previously described, affects the system’s various purchaserequirements reports. In either situation, there are several extra fields included on the report parameter screens:

STOCK REQUIREMENTS REPORT PARAMETERS

VENDOR# OPTIONS1 START 14 INCLUDE NON-STOCK (Y N)2 END 15 ORDER POINT EXCEPTION %

VENDOR CLASS 16 BRIEF REPORT (Y N)3 START 17 SAVE TO REPORT FILE (Y N)4 END 18 INCLUDE DIR SUB INFO (Y N)

VENDOR SUB GROUP 19 PURCHASING TYPE (A B)5 SUB-GRP 20 SHOW ALL LOCATIONS (Y N)

ITEM PURCH DISC GROUP ITEM HISTORY6 START 21 INCLUDE (LOC COMP NO)7 END 22 INFO (DMND HITS BOTH)

ITEM PURCH CLASS BLANKET ITEMS8 START (0-89) 23 INCLUDE (Y N ONLY)9 END (0-89) 24 EXP DATE START

CALCULATION FACTORS 25 EXP DATE END10 USAGE FACTOR11 DAYS SAFETY12 MIN $/ITEM13 COST RATE

FIELD:

These fields, which display beneath the BLANKET ITEMS heading, function completely differentlydepending on the setting of the Purchase Blanket Items option.

Note: The “date” fields can be entered in terms of a specified number of days instead of an actual date.For more information, see the System Administration manual.

If Purchase Blanket Orders is set to N

The INCLUDE field can be set to Y, N, or ONLY. When this field is set to Y or ONLY, the system promptsfor an EXP DATE START and an EXP DATE END. The range you specify is the range that will be includedon the report. The date fields default to the current date and one year from the current date. When the field isset to Y both regular and blanket items appear on the same report. When the field is set to ONLY, only blanketorder items show on the report. When the field is set to N, the report shows only the requirements for regularitems.

Note: Blanket nonstock items never appear on a requirements report and may only be purchased on arequisition.

10 PURCHASE

70

BLANKET ORDERS

If you choose to include blanket items, the printed report shows the purchaserequirements for regular items, followed by the list of blanket item requirements. A sample report is shown.

The report lists each requirement for the item, beginning with PURCHASE requirements (see the TYPEcolumn), then REGULAR requirements, and then BLANKET requirements.

The BLANKET type order requirements show commitments that exist in the system for your customers.Unlike the PURCHASE and REGULAR type requirements, those that are type BLANKET do not show asuggested amount to purchase in the BUY column. Instead, that column is left blank so that you can write inthe quantity that you want to buy.

As a result, when the system calculates the number of required packs for the item, blanket item requirementsare not included. If you choose to set up your system to work like this, keep in mind that you must add thenumber of required packs for blanket items to the number of REQ-PKS shown on this report.

10 PURCHASE

71

BLANKET ORDERS

If Purchase Blanket Items is set to Y

When the Purchase Blanket Orders option is set to Y, the report parameter screens show the same INCLUDEfield as described previously.

When the INCLUDE field is set to ONLY, only blanket order items show on the report. Therefore, thenumber of REQ-PKS represents only what you should purchase to fill the blanket requirements. When theINCLUDE field is set to N, the report shows only the requirements for regular items. The number of REQ-PKS represents only what you should purchase to fill the regular requirements.

When the INCLUDE field is set to Y, both regular and blanket items appear on the same report, and both areincluded in the overall item purchase requirements. In other words, the items that must be purchased to fillblanket orders are treated as “regular” items and included with the rest when the system calculates purchasequantities.

A sample report is shown.

10 PURCHASE

72

BLANKET ORDERS

The report lists each requirement for the item, beginning with PURCHASE requirements(see the TYPE column), then REGULAR requirements, and then BLANKET requirements.

The BLANKET type order requirements show commitments that exist in the system for your customers, andthey show a suggested amount to purchase in the BUY column.

When the system calculates the number of required packs for the item, blanket item requirements included withthe PURCHASE and REGULAR requirements. The total number of required packs is shown in the REQ-PKSfield at the top.

ENHANCEMENTS TO THE STOCK-CARD SCREEN

The Blanket Orders optional package adds a Comm Schd (for Commitment Schedule) option to both versionsof the Stock Card screen (A and B). This option allows you to view the orders, purchase orders, and blanketorders on which a certain item exists.

Note: In any case, the setting of the Purchase Blanket Orders COMPANY option does not affect theinformation in the Stock Card screens.

This screen is a sample type A Purchase Stock Card:

PURCHASE STOCK-CARD MM/DD/YY HH:MM

===========================================================================Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item #: XXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX Pkg-Size: 999999XXXXXXXXXXXXXXXXXXXX

Vendor: XXXXXX XXXXXXXXXXXXXXXXXXX Review Cycle: 9999---------------------------------------------------------------------------Loc Cl Free-Stk Due-In Back-Ord Meth Ord-Pt Ord-Qty Surplus Reg-Pks

9999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 999999---------------------------------------------------------------------------Summary 9999999 9999999 9999999 XXXX 999999 999999 999999 9999===========================================================================

1. Next Item 4. XXXXXXXXX 7. XXXXXXXXX A. XXXXXXXXX2. Comm Schd 5. XXXXXXXXX 8. XXXXXXXXX B. XXXXXXXXX

Option: 3. XXXXXXXXX 6. XXXXXXXXX 9. XXXXXXXXX C. XXXXXXXXX

The Comm Schd option functions identically in the type B screen, so it is not necessary to show that here.When you select this option, a screen similar to the following displays:

� The type ofStock Card

screen (A or B)your system usesis determined by

thePURCHASINGTYPE option inthe COMPANY

module.

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73

BLANKET ORDERS

The Commitment Schedule shows the orders, purchase orders, and blankets orders onwhich the item appears. These “commitments” are listed in chronological order by date.

Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX BLANKET ORDER COMMITMENT SCHEDULE-------------------------------------------------------------------------------Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Available Stk: 99999999.99


* 9999999 PO XXXXXX 99999999.99 99999999.99 MM/DD/YY 99999999.99_


The Item Code displays in the upper portion of the screen. If the item is a temporary stock item, a *TEMP*label displays to the right of the Item Code.

Use the “T” to Toggle option to recalculate Net Stock and view period totals that reflect the company as awhole or individual locations. The appropriate header is shown above the Net column: either (LOC) or(COM). All commitments are shown when Net Stock is calculated based on company stock, regardless of thelocation.

The “P” for Period Totals option allows you to see the total net stock needed to fill customer orders eachmonth. When you use this option, the system displays the following screen:




===============================================================================

<esc> for More...

For each month, the system displays the open order quantity (Open-Ord-Qty) for customer orders, the quantityon purchase orders (On-PO-Qty), and the Net Stock. Net Stock is the difference between the Open-Ord-Qtyand the On-PO-Qty for the period. A negative amount in the Net Stock column indicates that there is not

10 PURCHASE

74

BLANKET ORDERS

enough material coming in to fill open customer orders (i.e., the open order quantityexceeds the quantity on purchase orders).

The dashed line (-) on the line following the last entry indicates that this is the last line of period totals.

SELECTIVE PURCHASE ORDER GENERATION

If the Purchase Blanket Orders COMPANY option is set to N, blanket item requirements cannot be purchasedthrough the Automatic option and must be purchased through the Selective option.

The system provides a “C” for Commitment Schedule option at the bottom of the Purchase Item screen:

PURCHASING XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

VENDOR XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXITEM DATA:

1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXXDESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXXDESC 2 XXXXXXXXXXXXXXXXXXXXPUR-UNIT XXPUR-SIZE 999999PKG-SIZE 999999SUGG-QTY 999999

2 PKG-QTY 999999.993 LIST/COST 999999.99994 MULT 99.99995 COMM 1 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX6 COMM 2 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX7 EXP-DATE MM/DD/YY

FIELD: "T" for Vendor Subtotal "C" for Commitment Schedule

When you select this option, the system displays the Commitment Schedule screen for the item. Use theinformation shown here to determine if you will have enough stock to fill all customer commitments, or if youneed to purchase more.

AUTOMATIC PURCHASE ORDER GENERATION

If the Purchase Blanket Orders option is set to Y, blanket item requirements can be purchased through both theAutomatic and Selective options. In other words, the items that must be purchased to fill blanket orders aretreated as “regular” items and included with the rest when the system calculates purchase quantities.

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75

BLANKET ORDERS

The Automatic Stock Purchase Order Generation screen shows the same Blanket ItemsINCLUDE field as was described in the “Enhancements to Requirements Reports” section. The setting of thisfield determines what items will be chosen for purchasing.

AUTOMATIC STOCK PURCHASE ORDER GENERATIONVENDOR# OPTIONS

START 14 INCLUDE NON-STOCK (Y N)END 15 ORDER POINT EXCEPTION %

VENDOR CLASS 16 PRINT PRICES (Y N)1 START 17 ALT VENDOR2 END 18 PUR SIZE CONVERSION (Y N)

VENDOR SUB GROUP 19 PURCHASING TYPE (A B)3 VENDOR SUB GROUP 20 DATE-REQ (MM/DD/YY)

ITEM PURCH DISC GROUP 21 SUM INTERCHANGE (Y N)4 START 22 BUYER #5 END BLANKET ITEMS

COMMON ITEM PURCH CLASS 23 INCLUDE (Y N ONLY)6 START (0-89) 24 EXP DATE START7 END (0-89) 25 EXP DATE END

LOCATION ITEM PURCH CLASS8 START (0-89)9 END (0-89)

CALCULATION FACTORS10 USAGE FACTOR11 DAYS SAFETY12 MIN $/ITEM13 COST RATE

FIELD:

When the INCLUDE field is set to ONLY, only blanket order items show on the report. Therefore, thenumber of REQ-PKS represents only what you should purchase to fill the blanket requirements. When theINCLUDE field is set to N, the report shows only the requirements for regular items. The number of REQ-PKS represents only what you should purchase to fill the regular requirements.

When the INCLUDE field is set to Y, both regular and blanket items appear on the same report, and both areincluded in the overall item purchase requirements. In other words, the items that must be purchased to fillblanket orders are treated as “regular” items and included with the rest when the system calculates purchasequantities.

SCHEDULED PURCHASE ORDERS

Scheduled purchase orders, like blanket orders, allow you to purchase specific quantities of an item to beshipped by the vendor on specific dates. You can also exclude these quantities of scheduled purchase ordersfrom requirements calculations for those purchase orders whose releases span over a long period of time.

Note: The Blanket Orders optional package must be enabled to use scheduled purchase orders.

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COMPANY

When you access the Company Inventory Control Options screen, the new option, Scheduled POs appears,similar to the following screen:

ScheduledPOs

. . . accesses the Scheduled POs screen in the Company module.

When you select this option, a screen similar to the following appears:

Scheduled POsappears.

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ScheduledPOs

. . . allows you to create and receive scheduled purchase orders.When this field is set to:

Y – the system enables scheduled purchase ordersThe option, Scheduled POs appears on the selective purchasing screen, allowing you tocreate a scheduled purchase order.

★ N – the system does not enable scheduled purchase ordersThe option, Scheduled POs does not appear on the selective purchasing screen.

Note: When Scheduled PO’s is set to Y, you can only view this option when you chooseto selectively purchase. This option does not appear on the Automatic Purchasingscreen.

Look AheadDays

. . . default number of look ahead days for your scheduled purchase orders.This field holds a positive value with a maximum of four digits. The default value appears inevery Look Ahead Days field in the system. To override the default, edit this value on thosefields in the system, respectively.

PURCHASE

When you selectively purchase an item, the option Scheduled PO appears on the main purchasing screen.

The field,ScheduledPO, appears.

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ScheduledPO

. . . allows you to enter a scheduled purchase order.When this field is set to:

Y – a scheduled purchase order is createdAfter you enter each item on the scheduled purchase order, the Release ScheduleInformation screen appears, allowing you to enter the required date, release quantity, andship date of the release.When this option is set to Y, the system always prompts you with a release schedule forevery item. If you enter an item for which you want to purchase in one release as youwould on a regular purchase order, enter the entire quantity to be shipped at one time andset the ship date to today’s date. This is especially helpful if you want to enter a nonstockitem on the purchase order.For more information, refer to the following section “Enter Release Dates, Quantities, andShip Dates.”

★ N – a scheduled purchase order is not createdWhen this option is set to N, the system will not prompt you with a release schedule for anyitem you enter on the purchase order.

Important! When you enable scheduled purchase orders, the system adds the Look Ahead # of Days parameterto the Stock Requirements Report. Therefore, if you print a Stock Requirements Report through aJCM, make sure you add this parameter to your JCM specs.

ENTER RELEASE DATES, QUANTITIES, AND SHIP DATES

After you enter Y in the Scheduled PO field and enter the item you want on the scheduled purchase order, theRelease Schedule Information screen appears. This screen allows you to enter release dates, quantities for eachrelease, and ship dates.

A screen similar to the following appears:

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Item . . . item code of the purchased item.

Pkg Qty . . . total quantity of the item in the scheduled purchase order.

RemainingQty

. . . quantity left to enter on the scheduled purchase order.As you enter releases and add release quantities, this number automatically decreases.

Seq . . . sequence number of the release.

Req Date . . . required date, or the date that the release is expected to arrive and the material received.

Rel Qty . . . the release quantity, or the quantity of the item for that particular release.

Ship Date . . . the date that the release should be shipped from the vendor.

When there is a zero (0) in the Remaining Qty field, you have entered the total quantity of the purchase order.To edit the information you entered on a release, enter the sequence number of that release at the Seq# prompt,and edit this information accordingly.

When you press [Enter], the Item prompt appears. Enter the next item on the scheduled purchase order, orpress [Enter] to access the Editing Options screen.

LOOK AHEAD DAYS

You can specify a default number of look ahead days in the Company module. This default value appears inevery Look Ahead Days field in the system. To override this default value, you can enter a different valuedirectly in these fields. For more information about this company option, refer to the “Company” section onpage 77.

In addition to the Stock Card View screen, you can specify your Look Ahead Days in other areas of thesystem: Pricing & Availability, Purchasing, and the Item module.

For more information on specifying your Look Ahead Days in Pricing & Availability, refer to the followingsection, “Look Ahead Days in Pricing & Availability.”

For more information on specifying your Look Ahead Days in Purchasing, refer to the section, “Look AheadDays in Purchase” on page 80.

For more information on specifying your Look Ahead Days in the Item module, refer to the section, “LookAhead Days in the Item Module” on page 82.

LOOK AHEAD DAYS IN PRICING & AVAILABILITY

You can specify your Look Ahead Days in Pricing & Availability. When you enter an item that is included ona scheduled purchase order, the Look field appears in the header of this screen, similar to the following:

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In the Look field, the default value of look ahead days appears. You can accept this default or enter anothervalue to specify the number of days you want to “look” into the future to verify the quantity of the item that is“due in.”

For example, the default value of look ahead days is 0 (zero). If you wanted to look ahead 60 daysinto the future to view the “due in” quantity for an item, you would enter 60 in the Look field. Thesystem displays the quantity of that item that it is expecting to receive in 60 days in the Due-Infield. In this example, the quantity of the item that is “due in” in 60 days is 450. Therefore, 450appears in the Due-In field.

LOOK AHEAD DAYS IN PURCHASE

You can also set your Look Ahead Days and verify your “due in” quantity at the Item prompt in Purchasing.At the Item prompt, press [Tab] to reindex the browse and select Settings.

TheLookfieldappears.

The systemdisplays the“due in”quantityaccording tothe value inthe Lookfield.

Enter thenumber ofLookAheadDays inthe Lookfield.

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Look Ahead Days appears on the Item Settings menu, similar to the following:

You can either accept the default value of look ahead days, or enter a different value in the Look Ahead Daysfield. The system displays the quantity it expects to receive in the number of days you specify in the Due-Infield under the “Descriptions and Requirements” section of this screen.

For example, the default value of look ahead days is 30. If you wanted to look ahead 60 days intothe future to view the “due in” quantity for an item, you would enter 60 in the Look Ahead Daysfield. The system displays the quantity of that item that it is expecting to receive in 60 days in theDue-In field.

The defaultvalue ofLook AheadDaysappears.

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In this example, the quantity of the item that is “due in” in 60 days is 450.Therefore, 450 appears in the Due-In field, similar to the following:

The Look Ahead Days field in the Item Settings box that appears at any Item prompt is only available in thePurchasing area of the system, such as Purchasing, Stock Card, and Vendor Returns.

LOOK AHEAD DAYS IN THE ITEM MODULE

You can also set your Look Ahead Days and verify your “due in” quantity at the Item prompt in the Itemmodule.

Item / View

When you select View from the Item information menu and select an item, you can press [D] at the Fieldprompt to enter a value for your Look Ahead Days.

The Due-Inquantitychangesaccording tothe value inthe LookAhead Days.

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After you select an item, the following screen appears:

When you press [D] at the Field prompt, enter a value in Lookahead Days field.

When you enter a value in this field and press [Enter], the system displays the quantity it expects to receive onany purchase orders in the number of days you specify in the Qty On P.O. field on this screen.

For example, if you wanted to look ahead 60 days into the future to view the “due in” quantity foran item, you would enter 60 in the Lookahead Days field. The system displays the quantity ofthat item that it is expecting to receive on purchase orders in 60 days in the Qty On P.O. field.

In this example, the quantity of the item that is expected on all purchase orders in 60 days is 450.Therefore, 450 appears in the Qty On P.O. field.

Press [D] toenter a valuefor your LookAhead Days.

Enter theLook AheadDays.

The systemdisplays thequantity ofthe itemexpected onpurchaseorders in 60days.

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Item / Location Maintenance

When you select Location Maintenance from the Item Information menu and select an item that has at leastone scheduled purchase order, the Look Ahead Days field appears.

When you enter a value in the Look Ahead Days field, the value in the Qty on PO field changes accordingly.On the following screen, the values in the Look Ahead Days and Qty on PO fields reflect the fact that in thirtydays from the current date, a quantity of four of this item will be included on purchase orders. This valueincludes regular and scheduled purchase order releases.

The screen appears, similar to the following:

VIEW LINE-ITEM DETAIL FOR ITEMS ON SCHEDULED PURCHASEORDERS

You can view line-item information for items on scheduled purchase orders from the Commitment Browse andfrom the POs/Transfer Line Item Browse.

To view line-item information from the Commitment Schedule Browse, refer to the section, “Line-ItemInformation From Commitment Schedule Browse” on page 86.

To view line-item information from the POs/Transfer Line Item Browse, refer to the section, “Line-ItemInformation From POs/Transfer Line Item Browse” on page 87.

Enter avalue inthe LookAheadDaysfield.

The value in theQty on PO fieldchangesaccording to thevalue in theLook AheadDays field.

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Location Stock Availability Browse

A Settings box has been added to the location stock availability browse of the item PowrDrill so that you canspecify a number of Look Ahead Days. To access the Settings box, choose an item in item maintenance andselect the Location Stock Availability option from the item PowrDrill:

After selecting the Location Stock Availability option, press [Tab] on the Location Status for Item screen todisplay the Index menu. The Look Ahead Days field appears when the Settings option on the Index menu isselected:

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LINE-ITEM INFORMATION FROM COMMITMENT SCHEDULE BROWSE

You can view line-item information for items on scheduled purchase orders from the Commitment ScheduleBrowse. When you select an item from Stock Card View and press [F6] to PowrDrill, select CommitmentSchedule from the PowrDrill menu. On the Commitment Schedule Browse screen, the system displays all thereleases and purchase orders for the item you selected. To view detailed line-item information for the item on ascheduled purchase order, Powrdrill on an item with a type of SPO (SPO appears in the Type field).

The new option Scheduled PO Line View appears on following PowrDrill menu:

When you select Scheduled PO Line View, the system displays line-item information for the item on thescheduled purchase order. This screen is very similar to the Order Line View screen. The fields that do notappear on the Order Line View screen are described below.

The optionScheduledPO LineViewappears.

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Expected . . . specifies the date you are expecting to receive the item.

Quantities

Rel Qty . . . specifies the quantity of the item for this scheduled purchase order release.

Recv Qty . . . specifies the quantity of the item you received for this scheduled purchase order release.

Open Qty . . . specifies the remaining open quantity of the item for this scheduled purchase orderrelease.

Last Rcvd . . . specifies the quantity of the item that you most recently received for this scheduledpurchase order release.

LINE-ITEM INFORMATION FROM POS/TRANSFER LINE ITEM BROWSE

You can also view line-item information for items on scheduled purchase orders from the POs/Transfer LineItem Browse. When you select an item from Stock Card View and press [F6] to PowrDrill, selectPOs/Transfers from the PowrDrill menu. On the POs/Transfer Line Item Browse screen, the system displaysall the transfers and purchase orders for the item you selected. To view detailed line-item information for theitem on a scheduled purchase order, Powrdrill on an item with a type of SPO (SPO appears in the Type field).

The new option Scheduled PO Line View appears, similar to the following:

When you select this option, the Scheduled Purchase Order Line View screen appears.

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EXCLUDE CERTAIN SCHEDULED PO RELEASES FROMREQUIREMENT CALCULATIONS

Sometimes, scheduled purchase orders have releases that spread over a long period of time. Because of this,you can exclude quantities on scheduled purchase order releases from requirements calculations if theirexpected dates fall after a specified number of days. This allows you to keep your requirements calculations asaccurate and current as possible.

PURCHASE

When you select to print a requirements report, the Look Ahead # of Days option appears, similar to thefollowing screen:

Look Ahead# of Days

. . . specifies the number of days that the system “looks” into the future to evaluate the totalamount of stock that is “due in” from scheduled purchase orders.

You can either accept the default value you specified in the Company module, or enter anothernumber of look ahead days in this field.If a scheduled purchase order release has an expected date that falls after the current date + lookahead days, then the release quantities are not included in the net stock calculations.

For example, the release of a scheduled purchase order has an expected date of06/15/99. The current date is 02/05/99 and the look ahead days is 30. Thefollowing formula is as follows: 02/05/99 (current date) + 30 days (look aheaddays) = 03/07/99. Because the expected date (06/15/99) falls after 03/07/99, thequantities on this release are not included in the requirements calculations.

Important! If you print a Stock Requirements Report through a JCM, make sure you add theLook Ahead # of Days parameter to your JCM specs.

Thedefaultvalue ofLookAheadDaysappears.

89

You can allocate items to a blanket order release from free stock or a received purchase order. Blanket itemsare shown in chronological order by release date. Material is allocated by selecting the Line# or Reference#.The quantity to allocate can be entered.


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ALLOCATE MATERIAL RECEIVED TOBACKORDERS

Once material has been received against a purchase order or transfer, the system automatically allocates thereceived material to backorders if there is enough stock. Otherwise, the received material may be allocated tothe backorders of your choice, or put into free stock. The Backorders screen displays.

Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Allocate:99999999.99Customer Back-orders===============================================================================Line# Date Order-item Cust Cust-PO Order-qty Open-qty

9 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.99

Transfer Back-orders===============================================================================Line# Date Destination-location Back-ord-qty Open-qty

9 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.99

-------------------------------------------------------------------------------TYPE "A" for Automatic allocation of items

"S" for Step through items"R" to Reference an item by Ref#"L" to Reference an item by Line#"<esc>" for More items"-" for Previous items"I" for Item code or Vend-Item#

The B for Blanket Orders option is used to allocate material received to blanket items. A Blanket OrdersSummary window appears in place of the Transfer Backorders window.

The C for Commitment Schedule option allows you to view a schedule of customer commitments againstexpected purchase order deliveries. The Blanket Order Commitment Schedule screen displays.

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ALLOCATE MATERIAL RECEIVED TO BLANKET ORDERS

Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Allocate:99999999.99Customer Back-orders===============================================================================Line# Date Order-item Cust Cust-PO Order-qty Open-qty


Blanket Orders===============================================================================Line# Rel Date Order-item Cust Cust-PO Rel-qty Open-qty


-------------------------------------------------------------------------------TYPE "A" for Automatic allocation "T" for Transfer back orders

"S" for Step through back orders "D" for DP Transfer back orders"L" for back order Line item "C" for Commitment Schedule"F" for allocate to Free stock"M" for More back orders

The Blanket Orders Summary window displays blanket order-items in pages of four (4). Each blanket order-item line contains the Line# of the blanket item, scheduled release date, order-item#, customer code, customerPO#, release quantity, and unfilled balance.

Blanket items are shown in chronological order by release date.

The A for Automatic Allocation option displays a caution message:

Allocate all items (Y N)...

Automatic allocation only occurs if Y is entered.

If the Blanket Orders Company Option, Allocate by Date, is set to Y, the system allocates material to theoldest order first, regardless if the order is a customer backorder, transfer backorder, or blanket order. If thisoption is set to N, the system allocates material according to the following hierarchy: blanket orders thatreached their release dates, backorders, and transfer backorders.

The system allocates material to blanket orders only if the timeframe falls within the date defined by theAllocation by Date blanket orders company options, Comparison Date and Allocation Window # of Days.For more information on these company options, refer to the Company Setup manual.

The allocation begins with the first backorder displayed on the screen. As the allocation is made, theappropriate Line# is noted in the associated summary window by arrows. The allocation terminates when theallocation quantity is zero (0). If a remaining balance exists, you must decide what to do with the balance.

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The S for Step Through Backorders option selectively displays the blanket items one at atime. As each blanket item is displayed, you enter the quantity to allocate. Pressing [Enter] at the Line# tellsthe system to ignore the blanket item and continue on to the next blanket item.

The L for Backorder Line Item option prompts you for the Line# of the blanket item. The chosen Line# isnoted in the blanket orders summary window and that blanket item is displayed. The quantity to allocate canthen be entered.

The F for Allocate to Free Stock option places the received quantity into free stock. A PO receipt number isdisplayed to indicate when the placement has taken place:

LINE # 9999999 PO-RCPT 9999999-9999 *

The M for More Backorders option displays more blanket order-items in the blanket order summary window.

The T for Transfer Backorders option is used to allocate material received to transfer backorders. The TransferBackorders Summary window reappears in place of the Blanket Orders Summary window.

The D for DP Transfer Backorders option only appears if enabled for blanket orders. It is used to allocatematerial received to DP transfer backorders. The Transfer Backorders Summary window appears in place ofthe Blanket Orders Summary window.


ALLOCATE MATERIAL RECEIVED TO BLANKET ITEMS



Blanket Orders===============================================================================Line# Rel Date Order-item Cust Cust-PO Rel-qty Open-qty-> 9 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.99<-

9 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.99

-------------------------------------------------------------------------------TYPE

1 LINE # 92 ALLOCATE QTY 99999999.99

FIELD:

You are prompted for the actual quantity being allocated.

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The TERMINATE response at FIELD allocates material to the blanket item. TheBlanket Orders Summary window is updated to reflect any change due to the allocation.

ALLOCATE FREE STOCK TO BACKORDERS

The system may automatically allocate free stock to backorders if there is enough stock. Otherwise, free stockmay be allocated to the backorders of your choice. The Backorders screen displays.

Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Allocate: 999999.99Customer Back-orders===============================================================================Line# Date Order-item Cust Cust-PO Order-qty Open-qty


Transfer Back-orders===============================================================================Line# Date Destination-location Back-ord-qty Open-qty

9 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 999999.99 999999.99

-------------------------------------------------------------------------------TYPE "A" for Automatic allocation "D" for DP Transfer back orders

"S" for Step through back orders "B" for Blanket Orders"L" for back order Line item "C" for Commitment Schedule"F" for allocate to Free stock"M" for More back orders

The B for Blanket Orders option is used to allocate free stock to blanket items. A Blanket Orders Summarywindow appears in place of the Transfer Backorders window.


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ALLOCATE FREE STOCK TO BLANKET ORDERS

Location: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Allocate:99999999.99Customer Back-orders===============================================================================Line# Date Order-item Cust Cust-PO Order-qty Open-qty


Blanket Orders===============================================================================Line# Rel Date Order-item Cust Cust-PO Rel-qty Open-qty


-------------------------------------------------------------------------------TYPE "A" for Automatic allocation "D" for DP Transfer back orders

"S" for Step through back orders "T" for Transfer back orders"L" for back order Line item "C" for Commitment Schedule"F" for allocate to Free stock"M" for More back orders

The Blanket Orders Summary window displays blanket order-items in pages of four (4). Each blanket order-item line contains the Line# of the blanket item, scheduled release date, order-item#, customer code, customerPO#, release quantity, and unfilled balance.

Blanket items are shown in chronological order by release date.

The A for Automatic Allocation option displays a caution message:

Allocate all items (Y N)...

Automatic allocation only occurs if Y is entered. Automatic Allocation applies the specified quantity to opencustomer backorders, oldest first and then to either open transfer backorders, oldest first or to blanket orders,depending on which summary window is being used. The allocation begins with the first backorder displayedon the screen. As the allocation is made, the appropriate Line# is noted in the associated summary window byarrows. The allocation terminates when the allocation quantity is zero (0). If a remaining balance exists, youmust decide what to do with the balance.

The S for Step Through Backorders option selectively displays the blanket items one at a time as shown asfollows. As each blanket item is displayed, you enter the quantity to allocate. Pressing [Enter] at the Line#tells the system to ignore the blanket item and continue on to the next blanket item.

The L for Backorder Line Item option prompts you for the Line# of the blanket item. The chosen Line# isnoted in the appropriate summary window and that blanket item is displayed as shown as follows. The quantityto allocate can then be entered.

The M for More Backorders option displays more blanket order-items in the blanket order summary window.

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The T for Transfer Backorders option is used to allocate free stock to transferbackorders. The Transfer Backorders Summary window reappears in place of the Blanket Orders Summarywindow.

The C for Commitment Schedule option allows you to view a schedule of customer commitments againstexpected purchase order deliveries. The Blanket Order Commitment Schedule screen displays

ALLOCATE FREE STOCK TO BLANKET ITEMS



Blanket Orders===============================================================================Line# Rel Date Order-item Cust Cust-PO Rel-qty Open-qty-> 9 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.99<-

9 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.999 MM/DD/YY 9999999-9999 XXXXXX XXXXXXXXXXXXXXXXXX 999999.99 999999.99

-------------------------------------------------------------------------------TYPE

1 LINE # 92 ALLOCATE QTY 99999999.99

FIELD:

You are prompted for the actual quantity being allocated.

The TERMINATE response are FIELD allocates free stock to the blanket item. The Blanket Orders Summarywindow is updated to reflect any change due to the allocation.

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BLANKET ORDER COMMITMENT SCHEDULE

Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXX XXXXXXX BLANKET ORDER COMMITMENT SCHEDULE-------------------------------------------------------------------------------Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Available Stk: 99999999.99


* 9999999 PO XXXXXX 99999999.99 99999999.99 MM/DD/YY 99999999.99_


The Commitment Schedule shows customer commitments against expected purchase order deliveries. Onlycommitments whose order source location or purchase order destination location matches the Order Defaultlocation are shown.

The following message appears if no customer commitments exist for the item.

No commitments found.

Entries appear in chronological order by (Rel/PO Date) according to the following dates:

Blanket orders Date of release

Non-blanket orders Required date

Purchase orders Expected date in Item Record. If this date has not been edited in the Exp-Purchase module, then the expected date of the PO is used. If an item is addedto the PO after the PO expected date, the date of the add-on is used. If none ofthese dates exist, the PO required date is used.

The system automatically places a dash (-) on the line following the last entry. This indicates the end of thecommitment schedule.

Information about customer orders and vendor purchase orders is displayed. ORD indicates a customer order,PO indicates a purchase order, and ASM indicates the descriptive item from an assembly for stock work order,

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making it easy to distinguish one from another. An order number prefixed with anasterisk (*) indicates a blanket order. Commitments are deleted from the schedule once a complete shipmenthas been made for orders, or once a complete purchase order has been received.

The Net column is a running total of net stock needed to fill customer commitments. Net stock is the differencebetween the open order quantity and the quantity on purchase for the period. The net stock calculation includesfree stock based on free stock at the location. A negative net amount indicates that there is not enough materialcoming in to fill open customer orders (i.e., open order quantity exceeds the quantity on purchase).

The T to Toggle option allows you to recalculate Net Stock based on company or location stock. Theappropriate header is shown above the Net column: either (LOC) or (COM). All commitments are shown whenNet Stock is calculated based on company stock, regardless of location.

The P for Period Totals option allows you to see the total net stock needed to fill customer orders each month.The T to Toggle option determines whether period totals reflect company or location totals. The BlanketOrders Period Totals screen displays.

BLANKET ORDER PERIOD TOTALS

This screen only appears if the P for Period Totals option was selected on the Blanket Order Commitmentscreen.




===============================================================================

<esc> for More...

For each month, the system displays the Open Order Quantity for customer orders, the Quantity on Purchase,and the Net Stock.

The T to Toggle option on the Blanket Order Commitment screen determines whether company or locationtotals are shown.

The date that determines the month in which an order or purchase order falls can be found on the Blanket OrderCommitment Schedule screen.

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Net Stock is the difference between the Open Order Quantity and the Quantity onPurchase for the period. A negative amount in the Net Stock column indicates that there is not enough materialcoming in to fill open customer orders (i.e., Open Order Quantity exceeds the Quantity on Purchase).

The system automatically places a dash (-) on the line following the last entry. This indicates the end of theperiod totals.

Documents

Blanket Orders - Epicorerpcustomer.epicor.com/docu/acclaim/v10/manuals/Blanket_Orders.pdf · Print a Blanket Release Insufficient Stock Report ... Selective Purchase Order Generation