Materials

ManagementThe Client Application That Improves

Your

Receipt Transaction ProcessingDavid McCuskerSenior Application Consultantdavid.mccusker@cistech.net

Objectives

• Process Inventory Transactions for Scheduled Purchase Order Receipts

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

Objectives of Materials Management-Receiving

• Streamline the receiving process– Reduce receiving errors– Provide visibility to scheduled

receipts

Materials Management

New Objects

Materials Management (MM)

• Scheduled Purchase Receipts (MM)

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)

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

• 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

Scheduled Purchase Receipts

Scheduled Purchase Receipts

Scheduled Purchase Receipts

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 Transactions2) Dock Only3) Stock Only

Scheduled Purchase Receipts

Dock Receipts Only

Still allows the user to return product to the Vendor.

Stock Receipts Only

Still allows for thereturn to Vendortransaction.

CustomReceipt to Inspection

Still allows for thereturn to Vendortransaction.

Also Allows the Receipt of the Entire Purchase Order at Once

Also Allows the Receipt of the Entire Purchase Order at Once

All three templatesare available for Receive PO also.

Scheduled Purchase Receipts

• Confirmation messages to assist in accuracy– Receive P.O. complete– Receive line item complete

Check for Item Shortages

Item Shortages Displayed

File Options

Display Options

MaintainOptions

Customize Options

Navigation Options

Help Options

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

Use Integrator to Enhance the Process

Scheduled Purchase Receipts

• Confirmation messages to assist in accuracy– Receive P.O. complete– Receive line item complete

How does Materials

Management benefityour business?

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

Questions & Answers

Thank You for your Interest!

Have a Great Week!!