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Virtual Kanban

Virtual Kanban. About Us…. Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist. Butch Dority butchd@ultriva.com Ultriva Application Consultant. General Webinar FAQ. If you have a question please use the question box and we will try to go over them at the end

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Virtual Kanban

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  1. Virtual Kanban

  2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Butch Dority butchd@ultriva.com Ultriva Application Consultant

  3. General Webinar FAQ • If you have a question please use the question box and we will try to go over them at the end • We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/ • The next webinar will be Thursday, July 23rd at Noon Central • We are doing the demos in Ultriva Version 7.7 and higher

  4. Ultriva Virtual Kanban Agenda • Virtual Kanban and Virtual Kanban 2.0 • Prerequisites, configuration, and a demo • We will have a few short surveys and will give you the results

  5. Virtual Kanban – How it works ERP sends the On Hand inventory for designated parts to Ultriva Ultriva compares the ERP inventory value with the inventory value of the On Hand cards then releases cards to the supplier accordingly

  6. Virtual Kanban – Version 2.0 - How it works • Released with Ultriva version 7.7 P7 • Has additional logic that will create a ghost card for the remaining inventory so it matches with ERP: • If the Reorder point is set to OpenBoxor is percentage based, then the card gets released to the supplier and a ghost card (0 cycle card) gets created with the remaining quantity. ** **The card gets destroyed when the remaining units are consumed.

  7. Virtual Kanban – Benefits • Reducing non-value add work • No scanning required • Improved replenishment accuracy • No chance of missed scan or lost card

  8. Virtual Kanban – When would you use it • High level of confidence • Inventory accuracy in ERP • BOM maintenance and accuracy • Availability of inventory data • Integration • File to upload on a regular basis

  9. Poll Question # 1

  10. Virtual Kanban – Prerequisites and Configuration • Inventory Integration point or data available for a file upload • Settings at item level • Virtual Kanban Category • Re-order point

  11. Virtual Kanban – Prerequisites and Configuration Continued • Virtual Kanban Approval (Optional) • Cards are placed in a pending state waiting for Buyer Approval • Once approved card gets released to the supplier.

  12. Virtual Kanban 2.0 – Configuration • Setting for Virtual Kanban Version 2.0 is not controlled in the UI • Contact your Ultriva Support Representative for assistance with this feature

  13. Demo

  14. Poll Question # 2

  15. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 165 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com

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