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The steps in the script will be used after the Fulfillment Workbench team of the Customer Care Department determines that an order wills ship direct from a manufacturing plant, rather than a distribution center. This script covers the sequential processes of shipping screens needed to process a shipment; through the Material Queue Manager screen, the Material Request Queue through picking and shipping on the Customer Shipment Entry screens.Material Management/Data Collection/Advanced Material Management/Material Queue ManagerNavigate to the Material Queue Manager.Make sure you are signed on in the correct plant. Material Management/Data Collection/Advanced Material Management/Material Queue ManagerCarrier will appear as ROUT (for Routing Guide Carrier)Double click on Carrier Routing Process buttonMaterial Management/Data Collection/Advanced Material Management/Material Queue Manager Message will come back – Carrier Routing Process CompleteWhen this screen appears, click OK.Material Management/Data Collection/Advanced Material Management/Material Queue Manager Example above: The Carrier was Routing Guide and has now been changed to 27AB, which equals plant 27 - ABF.Click on Save.In most plants, it is unnecessary to Assign Employee for picking the orders as it will be updated by the person with Material Queue Manager access.Exit the Material Queue Manager screen.Material Management/Data Collection/Advanced Material Management/Material Queue ManagerNavigate to the Material Request Queue. Make sure you are signed on in the correct plant.Click on the Unselected tab.Highlight the line(s) you want to process.It is suggested that orders by processed one at a time to avoid confusion, check reference number for order number, line number and release number. Click on Process buttonOr the plants may choose to print the Material Request QueueMaterial Management/Data Collection/Advanced Material Management/Material Request Queue /Material Queue Report Click Print to print the Material Request Queue, At the distribution centers, only UPS orders will be printed.The plants may choose to print the Material Request Queue or separate picking lists. Material Management/Data Collection/Advanced Material Management/Material Request Queue /Material Queue Report Click the Printer icon for Print.It may ask you to choose the appropriate printer for your location, if so, choose and click on print.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Material Queue Report Report Submitted for Printing shows“x” out of this boxFollowing page is a sample Material Queue Report Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab Select line (or Lines) you want to process. Click Process.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction boxVerify “From” bin location is correctIf serial numbered unit, click on serial numbers box.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction boxIf Serial Number(s) is required click Serial Numbers. Select Serial Number screen will come upMaterial Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box /Select Serial Numbers boxEnter/Scan Serial Number. Click Select.If need to select from available serial numbers, click on Retrieve AvailableMaterial Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box /Select Serial Numbers boxIf not scanning, click on Retrieve AvailableHighlight available serial number you wish to pickClick Add button (right arrow).Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box /Select Serial Numbers boxSerial number will now appear in Selected Serial Numbers boxHighlight the total number of serial numbers needed for this orderClick OK when this order/line/release is completed.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box Select correct destination (To Location) warehouse, if not defaultedIn this example, must select bin 27 Hobart FGI Shipping.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box/Warehouse Bin Search Click Bin to select bin or enter it or scan the barcode in if bins are bar-coded. Click OK.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab /WIP/Material Movement Transaction box Click OK.Material Management/Data Collection/Advanced Material Management/Material Request Queue /Unselected tab Picked line will leave the Unselected tab.If multiple lines, continue to process each lineNote: if an accessory, will not need serial numberWhen all lines are completed - Click Close Material Management/Shipping-Receiving/General Operations/Customer Shipment EntryNavigate to Customer Shipment Entry screen, (go to Material Management, Shipping/Receiving, General Operations, Customer Shipment Entry). Make sure you are signed on in the correct plant.Material Management/Shipping-Receiving/General Operations/Customer Shipment EntrySelect Actions/Picked Orders. Material Management/Shipping-Receiving/General Operations/Customer Shipment Entry /Picked OrdersIf multiple people picking orders to different workstations, you will need to filter on the Staging Warehouse and Bin, to get the orders you picked.Select the line(s) you want to create the pack for.Click Create Pack.If multiple line order, include all lines for that order.Material Management/Shipping-Receiving/General Operations/Customer Shipment Entry /Picked OrdersNote: if not all lines are picked yet, Epicor will show you additional lines to be picked for that order.Standard procedure would be to finish picking the entire order before going to the Customer Shipment Entry screen to combine into a Pack ID.Material Management/Shipping-Receiving/General Operations/Customer Shipment Entry /Picked OrdersSelect line or linesClick on Create PackMaterial Management/Shipping-Receiving/General Operations/Customer Shipment EntryThe Pack ID is now created.Material Management/Shipping-Receiving/General Operations/Customer Shipment EntryEnter Trailer numberSelect Actions/Get Pack Weight.Material Management/Shipping-Receiving/General Operations/Customer Shipment EntryWeight is returned.Material Management/Shipping-Receiving/General Operations/Customer Shipment EntrySelect Actions/Close (or press F4 key)Epicor Item labels will print at this timeThe Packing List will print at this time.Material Management/Shipping-Receiving/General Operations/Customer Shipment Entry/Manifest Info tabGo to Manifest Info TabClick on the Case Mgmt TabClick on Retrieve RecordsMaterial Management/Shipping-Receiving/General Operations/Customer Shipment Entry/Manifest Info/Case MgmtCheck the boxes for the items that will be packed together on a skid or in a boxOr those that will ship individuallyExample above Unique ID-1 through -4 will ship individually and the 5 conveyor boxes will be skidded togetherAs you check each box and choose the Case Type, they will clear from the screenYou must assign all cases before exiting this screenMaterial Management/Shipping-Receiving/General Operations/Customer Shipment Entry/Manifest Info/Case MgmtIn this example, Unique ID 803-1-1-1 is off of the screen and we are about to click individual for Case unique ID 803-1-1-2.Material Management/Shipping-Receiving/General Operations/Customer Shipment Entry/Manifest Info/Case MgmtWe have now chosen to skid the carton 803-1-1-5 through 803-1-1-9 on one skidMaterial Management/Shipping-Receiving/General Operations/Customer Shipment Entry /Manifest Info/Case MgmtScreen will show no items after all have been assigned.Click on Summary tabWill return to Summary pageMaterial Management/Shipping-Receiving/General Operations/Customer Shipment EntrySelect Actions/Freight.Or press F5Tracking number will appear on summary screen.The Carrier label will print at this time.Tracking number appears on summary screenExample of common carrier label with bar code.Examples of item labels from EpicorNext Page - Example of packing slipMaterial Management/Shipping-Receiving/General Operations/Customer Shipment EntryYou must click the Shipped boxThe status will change to SHIPPED.In some cases the shipped box will not continue to show a checkmark, but the status must show SHIPPED for the customer to be invoiced.Note: shipment can be unshipped, un-freighted and re-opened to go back through these steps if needed – but the system will assign a new carrier pro number each time it is Freighted – be sure the correct pro number is on the shipment. Also new packing slip and item labels will print each time the order is Closed.See the Procedure entitled InSite Manifest Printing bills of lading and End of Day for instructions on printing bills of lading. ................
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