Materials Management The Client Application That Improves Your Receipt Transaction Processing

1. Materials ManagementThe Client Application That Improves Your Receipt Transaction Processing David McCusker Senior Application Consultant david.mccusker@cistech.net

2. Objectives • Process Inventory Transactions for Scheduled Purchase Order Receipts

3. What Is Materials Management? • New Browser application for: • Rapid receiving • Inventory file maintenance • Warehouse maintenance • Warehouse location maintenance • Item location maintenance • Cycle counting • Physical inventory

4. Objectives of Materials Management-Receiving • Streamline the receiving process • Reduce receiving errors • Provide visibility to scheduled receipts

5. Materials Management New Objects

6. Materials Management (MM) Scheduled Purchase Receipts (MM)

7. Application Settings • Questionnaire settings for receiving: • Over-receive to dock (Warning/Error) • Over-receive to inspection (Warning/Error) • Over-receive to stock (Warning/Error) • Notify on receipt to line location (Yes/No)

8. Scheduled Purchase Receipts • Visibility to the “receiving schedule” • Display all open P.O. Line items and blanket releases using subsets • By range of days • By range of terms • By vendor • By order • Streamline the receiving process • Select a template that defines your receiving process

9. Scheduled Purchase Receipts • Reduce the amount of duplicate data entry • Entry can be as simple as two mouse clicks • Reduce the number of errors during receiving • The system can select the correct IM transactions • Immediately investigate item shortages

10. Scheduled Purchase Receipts

11. Scheduled Purchase Receipts

12. Scheduled Purchase Receipts

13. Scheduled Purchase Receipts Single Click and selection of the Receive Item Icon takes you to the receive item window. Three different receipt templates: 1) All Transactions 2) Dock Only 3) Stock Only

14. Dock Receipts Only Still allows the user to return product to the Vendor.

15. Stock Receipts Only Still allows for the return to Vendor transaction.

16. Custom Receipt to Inspection Still allows for the return to Vendor transaction.

17. Also Allows the Receipt of the Entire Purchase Order at Once

18. Also Allows the Receipt of the Entire Purchase Order at Once

20. All three templates are available for Receive PO also.

21. Scheduled Purchase Receipts • Confirmation messages to assist in accuracy • Receive P.O. complete • Receive line item complete

22. Check for Item Shortages

23. Item Shortages Displayed

24. File Options

25. Display Options

26. MaintainOptions

27. Customize Options

28. Navigation Options

29. Help Options

30. Use Integrator to Enhance the Process • Print Barcoded Item Labels at Receipt • New Integrator Object to Request Label • Option to choose label quantity • Builds a file used by print program (TL Ashford) to print barcoded item label

31. Use Integrator to Enhance the Process

32. Scheduled Purchase Receipts • Confirmation messages to assist in accuracy • Receive P.O. complete • Receive line item complete

33. How does Materials Management benefityour business?

34. XA Materials Management Benefits • Provide Standard Browser Architecture Capabilities • Increase visibility to Receiving Schedule • Reduce Data Entry required for Receiving • Reduce Data Entry Errors • Improve Navigation

35. Questions & Answers

36. Thank You for your Interest! Have a Great Week!!