Introduction
Course Objectives
• Identify key business issues that change the setup tasks
• What these business issues are
• How do they affect the setup
• Why should these issues be considered before setup
• Specific implementation setup procedures for Allocations and Shipping
• Identify required versus optional setup procedures
• Understand general processing flow with primary and alternative procedures
Introduction to Allocations and Shipping
Introduction to the QAD Enterprise Applications functionality we are covering; how this subject matter fits into the overall scope of QAD Enterprise Applications and generic business cases.
Pre-Setup Business Issues
• What these business issues are
• How do they affect setup
• Why should these issues be considered before setup
Some key business issues that affect setup and process procedures; definitions of these issues, some reasons to consider the issues, the functionality of these procedures in the context of QAD Enterprise Applications, and the setup implications of these issues.
Set Up Allocations and Shipping
Identify required and optional setup procedures.
Specific implementation setup procedures for Allocations and Shipping. Assumes general implementation of QAD Enterprise Applications already accomplished. Outlines both the required and optional setup procedures. Other procedures specific to other modules as they affect Allocations and Shipping (for example, distributed functionality) can be found in other training materials outside this course.
Process Allocations and Shipping
Understand general processing flow with primary and alternative procedures for:
• General Allocations
• Detail Allocations
• Standard Shipping
• Enhanced or Global Shipping
• Reserved locations
• Shipment performance
• Container and line charges
• Legal documents
Terminology
Kitting
The process of removing components of an assembly from the stockroom and sending them to the assembly floor as a kit of items. This action can take place automatically whenever a full set of items is available and can require an authorization.
Pre-Shipper
A preliminary and temporary shipper created either automatically from detailed allocation, or manually using the Pre-Shipper/Shipper Workbench. Pre-shippers were formerly referred to as picklists.
Shipper
The document that the supplier uses to issue and structure shipments and sends to the customer as an ASN. The shipper identifies the items and (optionally) all containers by individual shipment. The shipper itself becomes the master container.
Allocation
The act of reserving inventory for a specific purpose. It does not name specific inventory, and no physical movement of inventory takes place.
Bill of Lading (BOL)
Detailed breakdown of a shipment; for example, products shipped, total weight of product, and containers used for packing. Typically, it is a third-party carrier’s contract and receipt for goods transported between two points and deliverable to a specified individual.
Electronic Data Interchange (EDI)
Enterprise Material Transfer uses Electronic Data Interchange (EDI) to transfer messages between the Primary and the Secondary Business Units. The Transmission Manager controls the import and export of EDI messages.
Advance Ship Notice (ASN)
An electronic document derived from the shipper document and sent by a supplier (see
Electronic Data Interchange (EDI)) to a customer when a shipment leaves the supplier site. It informs the customer that a shipment is on the way for purposes of in-transit advice and automated receiving. The ASN is also called an 856 transaction set per the ANSI ASC X12 standard. The ASN takes the place of an invoice in some supplier-customer arrangements.
Container
Refers to a packing item used to hold goods and subsets of other containers; for example a box, a pallet, a rack, or trailer.
