‘Barcoding’ for MAPICS Made Easy

1. ‘Barcoding’ for MAPICS Made Easy Improve Accuracy, Cycle Times Efficiency and Visibility! Judi Curlee CISTECH Senior Technical Consultant Judi.curlee@cistech.net Ben McCormick CISTECH General Manager Ben.mccormick@cistech.net

2. What does ‘Barcoding’ mean to you? What result are you are trying to achieve? • Accuracy • Efficiency • Improved cycle times • Visibility • Real Time Inventory Data • Real Time Employee Data RANK THEM! This will lead you to the most practical solution!

3. What does ‘Barcoding’ mean to you? What result are you are trying to achieve? • Accuracy • Efficiency • Improved cycle times (supply chain or manufacturing) • Visibility • Real Time Inventory Data • Real Time Employee Data RANK THEM! This will lead you to the most practical solution!

4. PPPS Summary: 23 steps or 9? UNLESS YOUR DESIRE IS PICKING ACCURACY – NO BARCODES ARE REQUIRED

5. Barcoding • Expensive? • What are you trying to achieve? • Time Consuming? • What are you trying to achieve? • Difficult? • What are you trying to achieve?

6. Document the results that you want to achieve first then consider the tools that you need. Don’t assume it’s a BARCODING project. Many times you can improve the PROCESS with less time and investment than you think!

7. ‘Barcoding’ Investment • Software • Label generation (Loftware, TL Ashford, Jacana) • User Interface • Hardware / Infrastrucure • Radio Frequency Handhelds • PC/Keyboard wedge • Fixed Scanners • Implementation • Process Changes • Vendors • Employees

8. Where do you want to implement? • Receiving • Shop Floor • Warehouse • Supply Chain Most value? Biggest Bang? Least Risk? Most Visibility?

9. MAPICS Focused Solutions • Customer Supply Chain • CISTECH RF Paperless Pick Pack Ship • Vendor Supply Chain • CISTECH Supplier Portal Inventory Transactions • PM&C • Powerlink IM/MM • CISTECH RF Inventory Transactions • ISE/Infor Paperless • Inventory Counts • CISTECH RF Physical Inventory

10. Vendor Supply Chain CISTECH SUPPLIER PORTAL

11. Streamline Your Receiving Process • Use Attachment Feature in Supplier Portal for barcode labels • Vendor prints out label and applies to your inventory for processing receipt • Every receipt is the same • Scan to receive • RF OR Keyboard Wedge

12. Vendor Accesses Barcode Attachment on Portal Supplier Comments PO Comments Two-way attachments

13. Kanban: empty bin scan Purchase Order to Vendor e-mail with link

14. PO Shows on Portal

15. MAPICS Focused Solutions • Customer Supply Chain • CISTECH RF Paperless Pick Pack Ship • Vendor Supply Chain • CISTECH Supplier Portal Inventory Transactions • PM&C • Powerlink IM/MM • CISTECH RF Inventory Transactions • ISE/Infor Paperless • Inventory Counts • CISTECH RF Physical Inventory

16. 16 Shop Floor Processing IM, Repetitive and Inquiry via handheld devices

17. 17 RF Transaction Processing • Pre-Requisites: • Inventory Management • Production Monitoring & Control • Compatible with XA R6 & higher • Transactions are sent to TRDATA file to allow PM&C to pass the transaction to IM

18. 18 Allows customization by employee of transactions Determines which transactions will be displayed on the RF device when the employee signs on User Menu Maintenance JIMSA1 RF Inventory Transactions SFCTL01 User Menu Maintenance Badge: 1 James Worthington User Profile: CURLEEJ Y (RM) Sch Receipt REP Y RF Pick/Pack/Ship Y Inventory Inquiry Y (SC) Cmp Mfg Scrap Y (IP) Planned Issue Y (SM) Scrap from Mfg Y (IS) Misc. Issue Y (CC) Cycle Count MM Y (IU) Unplanned Issue Y (SS) Scrap from Stck Y (PH) Phy Inventory Y (TW) Warehouse Xfer Y (PQ) Pur Itm QC Comp Y Transaction Lookup Y (SM) Sch Scrap REP Y (RC) Misc. Receipt Y (RD) PO Rcpt to Dock Y (RI) PO Rcpt to Insp Y (RM) Recpt from Mfg Y (RP) PO Rcpt to Stck Y (RS) Cmp Rtrn to Stk F3=Exit F12=Return F24=Delete

19. 19 When an employee signs on to the RF device, the first screen asks for their employee number 1/02/10 10:24:29 Sign-in Screen Badge: F3=Exit Transaction Entry

20. 20 The transactions selected on the Employee set up screen will determine which transactions are displayed 1/02/10 10:26:42 RF Menu 1 (IP) Planned Issue 2 (IS) Misc. Issue 3 (RC) Misc. Receipt 4 (RM) Recpt from Mfg 5 (RP) PO Rcpt to Stck 6 (SM) Scrap from Mfg 7 (SS) Scrap from Stck 8 (TW) Warehouse Xfer 9 (IU) Unplanned Issue F3=Exit Employee RF Menu

21. 21 An employee can set defaults per transaction Dashes will blank out a non-required A/N field Nines will blank out a non-required Numeric field Repetitive Information (i.e. warehouse, order) can be entered in the default ‘Hooks’ exists to call label programs 1/02/10 10:29:55 RM-M.O. Receipt Item Lot# Lon M.O. Qty .000 F1=Set Defaults F3=Exit F4=Prompt F5=Label Features

22. 22 Benefits • No more writing transactions on pieces of paper and turning in for data entry • More timely update of on hand inventory • Inventory Inquiry from the RF gun means more efficient warehouse employees • Labels (if activated by the company) can provide bar code information for scanning of other transactions (shipping, physical inventory)

23. MAPICS Focused Solutions • Customer Supply Chain • CISTECH RF Paperless Pick Pack Ship • Vendor Supply Chain • CISTECH Supplier Portal Inventory Transactions • PM&C • Powerlink IM/MM • CISTECH RF Inventory Transactions • ISE/Infor Paperless • Inventory Counts • CISTECH RF Physical Inventory

24. Paperless Pick/Pack/Ship Solution Benefits

25. What benefits are realized through RF PPS? • Accurate inventory in the stock location • 30 – 50% time improvement in picking/staging Customer Orders • Takes the number of steps to pick an order from 23 to 9 • Improved accuracy of items shipped to customers • Reduced data entry for order shipments

26. Barcoding in Warehouse • Benefits are not dependent upon implementation of barcodes • Barcodes can be used for: • Accessing Pick lists (via turnaround number) • Item Verification

27. PPPS Product Overview Use RF Handheld devices to pick and stage customer orders for shipment! Picking • Pick list electronically delivered to wireless handheld • Pick list queue sent to handheld rather than printer • Item Number verification can be scanned via Item #, Turnaround or UPC • Transfers the inventory immediately from the stock location to a staging location • Full Inquiry capabilities from the RF device including: Pick Lists, Items, Locations, Batch/Lot and Quantity on Hand • Includes ‘Kit Items’, Serialization, Lot Control and Containerization! • Can pick using either single order or consolidated pick lists • Multiple employees can pick the same order at the same time (different items) • Option to print Pack List and Shipping Labels when order is staged

28. PPPS Product Overview Parcel Shipping • If the Carrier is UPS, Fed Ex or DHL no further actions are required, programs will ship the order, add tracking info and, if applicable, add shipping charges Full Truckload / LTL Shipping • Streamlined shipping screens to ship LTL and Truckload orders • Uses XA Offline Shipping to create COM shipment • Optional creation of Bill of Lading and/or Invoice when order is shipped

29. Paperless Pick/Pack/Ship DEMONSTRATION

30. MAPICS Focused Solutions • Customer Supply Chain • CISTECH RF Paperless Pick Pack Ship • Vendor Supply Chain • CISTECH Supplier Portal Inventory Transactions • PM&C • Powerlink IM/MM • CISTECH RF Inventory Transactions • ISE/Infor Paperless • Inventory Counts • CISTECH RF Physical Inventory

31. 31 RF Physical Inventory A New Method of Counting, Auditing and Reconciling XA Physical Inventory with Materials Management

32. Barcode Enablement • Barcodes are required for RF Physical Inventory • Tags are barcoded • Inventory and Locations must be barcoded

33. 33 Benefits • Significantly reduce the amount of time to count, audit and reconcile a physical inventory • Improves accuracy of counts

34. 34 RF Physical Inventory • Creates a set of ‘blank’ tags in a non-XA file; this file will be used for tag control • ‘Tags’ are printed on peel off labels with bar code tag numbers, 30 labels to a sheet • A range of tags is assigned to a counter (must be a valid employee in PM&C employee master file) • Counters will: • Scan the tag number • Scan (or key) the item number • Scan (or key) the location • Key the quantity • Scan (or key) a batch/lot number

35. 35 RF Physical Inventory • Counters can only use tags that have been assigned to them • Counters can void a tag (requires a reason code) • Counters can mark a tag as ‘unused’ • As tags are entered on the RF gun, the tag information is written to the Tag file • Will calculate count to location difference in both quantity and cost • Difference may be inaccurate if there are multiple tags for the same item/location combination

36. 36 RF Physical Inventory • Once all tags have been accounted for, send the tags to either: • Materials Management as a ‘Count Group’ • Inventory Management as a ‘Physical Inventory Batch’ • Option to create zero count tags for uncounted item/location combinations

37. 37 Tag List

38. 38 Tags • Tags are peel off labels that will be attached to the items as they are counted • Tags show: • Tag number (both bar code and written), warehouse & date

39. 39 12/11/07 14:31:09 Count Entry Tag#: _______ 0 F2=Return F3=Exit 12/11/07 14:38:50 Tag# 11 Item ______________ Location _______ Qty ______.000 Btch/Lot ____________ F2=Rtn F3=Exit F4=Set Tag Unused Count Entry Screens

40. 40 Once the tag has been created, there are options to: Change the count quantity Void the tag (requires a reason code) Entered Tag 12/13/07 11:15:40 Tag# 4 Item 239402 A - GE ROTOR R8579 (4, 70F) UOM EA Location A1230 Btch/Lot Qty 415.000 F1=Void F2=Rtn F3=Exit

41. 41 Tag File • As counts are scanned/entered, tag file is updated with: • Tag Status • Counted By (must match Assigned To) • Item, Location, Quantity and, if required, Batch/Lot number • Quantity and Cost difference between Location quantity and Count quantity

42. 42 Tags after Count/Audit

43. What does ‘Barcoding’ mean to you? What result are you are trying to achieve? • Accuracy • Efficiency • Improved cycle times • Visibility • Real Time Inventory Data • Real Time Employee Data RANK THEM! This will lead you to the most practical solution!

44. MAPICS Focused Solutions • Customer Supply Chain • CISTECH RF Paperless Pick Pack Ship • Vendor Supply Chain • CISTECH Supplier Portal Inventory Transactions • PM&C • Powerlink IM/MM • CISTECH RF Inventory Transactions • ISE/Infor Paperless • Inventory Counts • CISTECH RF Physical Inventory

45. THANK YOU FOR YOUR SUPPORT OF OUR TUESDAY SESSIONS! Ben McCormick 704-814-0016 Ben.mccormick@cistech.net