Customer Schedules Change Summary
About This Course
Course Description
Course Objectives
Audience
Prerequisites
Course Credit and Scheduling
Virtual Environment Information
QAD Web Resources
QAD Learning Center
QAD Document Library
QAD Support
Introduction to Customer Schedules
Course Overview
Customer Schedules
Key Events
Terminology
Incoming Information Flow
Outgoing Information Flow
Customer Schedules Life Cycle
Business Considerations
Netting Logic
Tracking – Cumulative Example
Tracking Terminology
EDI eCommerce
Containerization
Price Lists
Review
Course Overview
Customer Schedules Setup
Customer Schedules Business Process
Item Records
Customer Item Maintenance
Exercise: Maintain Customer Items
Customer Calendars
Customer Calendar Maintenance
Exercise: Set Up Customer Calendar
Customer Order Periods
Customer Order Period Maintenance
Dock Addresses
Dock Maintenance
Exercise: Create Customer Ship-To and Dock Addresses
Shipping Label Templates
Shipping Label Definition Maintenance
Control Setting
Customer Schedules Control
Container/Shipper Control
Exercise: Set Up Cust Sched/Shipper Acct Control
Requirement Detail Categories
Generalized Codes Maintenance
Customer Plan Schedule Maintenance
Configured Messages
Configured Message Maintenance
Scheduled Orders
Header
Tax Data Frame
The Non-Cumulative Quantity Account Data frame
Line Item Data
Order Line Item Data: First Frame
Order Line Item Data: Second Frame
Exercise: Create a Scheduled Order
Customer Schedules Processing
Receive Schedule Release
Document Import
Enter or Verify the Schedule
Customer Plan Schedule Maintenance
Exercise: Create a Planning Schedule
Customer Ship Schedule Maintenance
Exercise: Create a Shipping Schedule
Create Required Ship Schedule
Required Ship Schedule Update
Customer Schedule Calculation
Exercise: Create a Required Ship Schedule
Selective Required Ship Schedule Update
Required Ship Schedule Maintenance
Run MRP
Net Change MRP
Regenerate Materials Plan
Selective Materials Plan
Customer Schedules Processing Summary
Course Overview
Customer Schedule Shipment Processing
Shipment Processing
Shipment Processing
Create Containers
Container Workbench
Container Information Frame
Issue Detail Frame
Item Information Frame
Container Workbench Frame
Adding a New Item/Container Record
Deleting an Existing Item/Container Record
Create Shipper
Picklist/Pre-Shipper - Automatic
Exercise: Create a Shipper
Pre-Shipper/Shipper Workbench
Exercise: Add Item to the Shipper
Shipper Gateway
Verify Shipper
Manual Shipper Verification
Print Shipping Labels
Shipping Label Print
Sales Order Shipping Label Print
Print Bill of Lading
Bill of Lading Print
Confirm Shipper
Pre-Shipper/Shipper Confirm
Invoice Options
Exercise: Confirm the Shipper
Send Shipper
Pre-Shipper/Shipper Print
Shipment ASN Export
Print Invoice
Preview Invoice Print
Invoice Print or Reprint
Invoice Export
Customer Schedule Shipment Processing Summary
Course Overview
Special Processes
Unconfirm Shipper
Shipper Unconfirm
Cumulative Totals
Adjust Cumulative Line Item Totals
Cumulative Shipped Maintenance
Reset Cumulative Totals To Zero
Cum Shipped Reset
Retrobilling
Retrobilling
Retrobill Process
Retrobill Maintenance
Retrobill Maintenance 2nd Frame
Retrobill Inquiry
Retrobill Report
Retrobill Process
Customer Schedules Change Summary
Retrobilling