Work in Process
Reference Manual
Prophet 21 FASPAC 5.0
Table of Contents
INTRODUCTION ______________________________________________________8
Before You Begin_____________________________________________________8
Processing Plating/Rework Orders _______________________________________9
Processing Packaging/Kit Orders _______________________________________10
Processing Warehouse Transfer Orders __________________________________10
SCHEDULE PROCESSING REPORTS ____________________________________12
Modes of Operation __________________________________________________12
Date Variables ______________________________________________________13
Cover Sheet ________________________________________________________13
KITTING / PACKAGING (WIP/KITN) ______________________________________14
Define Kits (KITN/DKS) _______________________________________________14
Entry/Inquiry Screen ________________________________________________14
Kit Inquiry ________________________________________________________16
Kit Detail _________________________________________________________17
Kit Definition Listing (KITN/KDL) ________________________________________20
Entry/Inquiry Screen ________________________________________________20
Print Kit Listing (KITN/PKL) ____________________________________________21
Entry/Inquiry Screen ________________________________________________21
Sample Report ____________________________________________________23
Place Packaging/Kit Orders (KITN/POK) __________________________________24
Entry/Inquiry Screen ________________________________________________24
Receive Packaging/Kit Orders (KITN/RPK) ________________________________28
Entry/Inquiry Screen ________________________________________________28
Freight Allocation __________________________________________________32
List Packaging/Kit Orders (KITN/LPK) ____________________________________33
Entry/Inquiry Screen ________________________________________________33
Print Packaging/Kit Orders (KITN/PPK) ___________________________________35
Entry/Inquiry Screen ________________________________________________35
Automatic Kit Creation (KITN/AKQ) ______________________________________37
Entry/Inquiry Screen ________________________________________________37
Show Packaging/Kit Orders (KITN/SPK) __________________________________38
Entry/Inquiry Screen ________________________________________________38
Show Packaging/Kit Order By Kit Item (KITN/SPKK)_________________________40
Entry/Inquiry Screen ________________________________________________40
PLATING / REWORK (WIP/PLRW) _______________________________________43
Place Plating/Rework Orders (PLRW/POP)________________________________43
Things to Know ____________________________________________________43
Files or Programs Affected ___________________________________________45
Entry/Inquiry Screen ________________________________________________45
Receive Plating/Rework Orders (PLRW/RPR)______________________________53
Files or Programs Affected ___________________________________________53
Entry/Inquiry Screen ________________________________________________53
Adjustments From Plating/Rework - Entry/Inquiry Screen ___________________57
Freight Allocation ____________________________________________________60
List Plating/Rework Orders (PLRW/LPR)__________________________________62
Entry/Inquiry Screen ________________________________________________62
Sample Report ____________________________________________________64
Print Plating/Rework Orders (PLRW/PPR) ________________________________65
Options __________________________________________________________65
Files or Programs Affected ___________________________________________65
Entry/Inquiry Screen ________________________________________________65
Inquire PL/RW By From Items (PLRW/PQFI) ______________________________67
Entry/Inquiry Screen ________________________________________________67
Inquire Plating/Rework By Item (PLRW/PQI)_______________________________69
Entry/Inquiry Screen ________________________________________________69
Inquire Plating/Rework By Order (PLRW/PQO) _____________________________71
Entry/Inquiry Screen ________________________________________________71
WAREHOUSE TRANSFERS (WIP/WHT) __________________________________73
Suggested Warehouse Transfers (WHT/SWT) _____________________________73
Files or Programs Affected ___________________________________________73
Entry/Inquiry Screen One ____________________________________________74
Entry/Inquiry Screen Two ____________________________________________74
Sample Report ____________________________________________________75
Auto Create Warehouse Transfers (WHT/AWT) ____________________________76
Files or Programs Affected ___________________________________________76
Entry/Inquiry Screen ________________________________________________76
Enter Transactions (WHT/ETW) ________________________________________78
Files or Programs Affected ___________________________________________78
Entry/Inquiry Screen ________________________________________________78
Print Order (WHT/PWT)_______________________________________________81
Files or Programs Affected ___________________________________________81
Entry/Inquiry Screen ________________________________________________81
Sample Report ____________________________________________________83
List Transfers (WHT/LWT) _____________________________________________84
Entry/Inquiry Screen ________________________________________________84
Print Transactions (WHT/PTW) _________________________________________86
Entry/Inquiry Screen ________________________________________________86
Warehouse Transfer Inquire By Item (WHT/WQI) ___________________________87
Entry/Inquiry Screen ________________________________________________87
Warehouse Transfer Inquire By Order (WHT/WQO) _________________________90
Entry/Inquiry Screen ________________________________________________90
Receive By Item (WHT/RWI) ___________________________________________93
Files or Programs Affected ___________________________________________93
Entry/Inquiry Screen ________________________________________________93
Freight Allocation ____________________________________________________97
Receive By Order (WHT/RWO) _________________________________________99
Files or Programs Affected ___________________________________________99
Entry/Inquiry Screen ________________________________________________99
Freight Allocation ___________________________________________________101
WAREHOUSE TRANSFERS IN
- TRANSIT (WIP/WHT/WTIT) __________________103
Before You Begin___________________________________________________103
Preliminary Tasks __________________________________________________104
Using WTIT _______________________________________________________105
Effects in Other Programs ____________________________________________106
Prerequisites ______________________________________________________108
Company Information (CIS) _________________________________________108
Inventory Management (IMS) ________________________________________108
Create In-Transit Carrier (WTIT/TCAR) __________________________________109
Create In-Transit Carrier (TCAR/TICC)_________________________________109
Entry/Inquiry Screen _______________________________________________109
In-Transit Carrier Maintenance (TCAR/TICM)____________________________110
Entry/Inquiry Screen _______________________________________________110
Working with the Program___________________________________________111
In-Transit Carrier Listing (TCAR/TICL) _________________________________111
Entry Screen _____________________________________________________111
Sample Report ___________________________________________________112
Delete Expired Carrier (TCAR/TICD) __________________________________113
Entry/Inquiry Screen _______________________________________________113
In-Transit Shipping (WTIT/TSHP) ______________________________________114
In-Transit Shipping (TSHP/TISH) _____________________________________114
Entry/Inquiry Screen _______________________________________________114
Working with the Program___________________________________________115
For a Warehouse Committing Tags ___________________________________117
Set Carrier Status To Shipped (TSHP/TICS) ______________________________119
Entry/Inquiry Screen _______________________________________________119
Working with the Program___________________________________________120
In-Transit Shipment Listing (TSHP/TISL)_________________________________121
Entry Screen _____________________________________________________121
Report Sample ___________________________________________________122
In-Transit Inq. Shipping Whse (TSHP/TIQS) ______________________________123
Entry/Inquiry Screen _______________________________________________123
Working with the Program___________________________________________124
In-Transit Receiving (WTIT/TREC) _____________________________________126
Set Carrier Status To Arrived (TREC/TICA) _____________________________126
Entry/Inquiry Screen _______________________________________________126
Working with the Program___________________________________________127
In-Transit Receiving (TREC/TIRV) ____________________________________128
Entry/Inquiry Screen _______________________________________________128
Working with the Program___________________________________________129
Warehouse Committing Tags ________________________________________133
In-Transit Inq. Receiving Whse (TREC/TIQR) ___________________________136
Entry/Inquiry Screen _______________________________________________136
Working with the Program___________________________________________137
In-Transit Reports (WTIT/TREP) _______________________________________139
In-Transit Listing (TREP/TILS) _______________________________________139
Entry Screen _____________________________________________________139
Sample Report by Carrier ___________________________________________141
Sample Report by Order ____________________________________________142
In-Transit Analysis Listing (TREP/TIAL) ________________________________143
Entry Screen _____________________________________________________143
COMMIT TAGS FOR WIP (WIP/CTW)____________________________________145
Options _________________________________________________________145
Files or Programs Affected __________________________________________145
Entry/Inquiry Screen _______________________________________________146
The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the
Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this
documentation is provided (“License Agreement”). In addition, the licensed software to which this
documentation refers may be supported in accordance with a customer support agreement by and
between the same parties (“Support Agreement”). All warranties, conditions of use, transfer
restrictions, and other provisions in the License Agreement or Support Agreement which are applicable
to Licensed Software, are applicable to this publication. In addition, this publication may include
inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible.
Changes may be periodically made to this publication; these changes will be incorporated in new
editions of the publication. Any questions about the material contained in the publication should be
addressed to the Prophet 21 Customer Support Department at http://customer.p21.com/yCust/, by
entering a support case.
Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including
any warranties that may be included in our products. Warranties for such agreements are set forth in
your agreement with Prophet 21.
Prophet 21 may make improvements and/or changes to the Licensed Software described in this
publication at any time without notice.
6/17/05
Prophet 21 Faspac®
The Prophet 21 system and Prophet 21 Faspacare trademarks of Prophet 21.
All other trademarks and registered trademarks are the property of their respective companies.
INTRODUCTION
The Work In Process module includes programs used to create, process, and track plating/rework
orders, packaging/kit orders, and warehouse transfer orders. Also included in this module is the
Commit Tags for WIP program which is used to commit Tag Records to work in process orders. This
program is accessed automatically when orders are entered if the Tagging System is being used – this
program can also be accessed directly.
Because only inventory items can be used when working with work in process orders, the Work in
Process module is not used until the Inventory File (IM/MAI) has been created in full or in part. See
the Inventory Conversion (IC) and Inventory Management (IM) sections of the manual for detailed
information regarding creating inventory items and buying history/tag records.
If you are using Stock Integration, the Work In Process module will interface with the General
Ledger.
BEFORE YOU BEGIN
Enter vendors to be used in the Plating/Rework programs in the Vendor File (PO/VM,
AP/MAR/VM). These vendors may have been entered previously when the Accounts Payable or
Purchasing modules were put into use. See the Vendor Maintenance section (PO/VM, AP/MAR/VM)
for detailed information regarding entering vendor information in the Vendor File.
Determine what information you want included on the pick lists for the plating/rework, packaging/kit,
and warehouse transfer orders and flag the System File (SYS/FCS) appropriately. The address printed
on the pick lists for Work In Process Orders is based on the flag set for Pick List Address in the
System File (SYS/OPS). See the System Maintenance (SYS) section of the manual for additional
information.
Determine whether you want to print Tag Record Labels when plating/rework, packaging/kit, or
warehouse transfer orders are received. Flag the System File (SYS/LAI) to reflect your decisions.
Note:
See the System Label Configuration program (SYS/LAI) and Tag section of the manual
for detailed information on printing Tag Record labels.
Determine whether you want orders that cause a negative on hand balance to be stopped or reported
only, and flag the System Master File (SYS/WCS) appropriately.
If Items flagged as traceable are to be processed, determine the number of Lot Records allowed per
line item, and flag the System Master File (SYS/WCS) appropriately.
Set the default assignments for the Plating Order Printer, the Kit Order Printer, and the Warehouse
Transfer Order Printer.
Note:
Work In Process orders are printed on pick list forms. These orders do not have to be
printed in order to process them.
PROCESSING PLATING/REWORK ORDERS
A plating/rework order is created through the Place Plating/Rework Orders program (WIP/POP) by
entering the FROM ITEM (the part number of the unprocessed/plain item), the quantity being sent out
for processing, and the TO ITEM (the part number of the processed item). A valid Vendor Code can
be entered if you want the vendor name and address to print on the pick list or the default PL/RW can
be accepted as the vendor. The next sequential purchase order number assigned by the system can be
used or a manual purchase order number beginning with an alpha character can be assigned. Added
costs per UM, per pound, and/or per lot can be entered. If added cost is entered, it is used to calculate
the new cost of the TO ITEM. If viewed in Part Inquiry (PI), a plating/rework order quantity displays
as committed for the FROM ITEM and as on order for the TO ITEM.
Note:
If an item is entered on a purchase order (PO/PE) and is flagged to go to rework, the
Place Plating/Rework Orders program is automatically accessed when the item is
received.
In SYS/WCS (third screen) you can set a two-character prefix that will automatically be added to each
plating/rework order that originates from a specified warehouse. If this method is used with each
warehouse, it can be useful in distinguishing the warehouse to which an order belongs and the type of
order that it is. To use this feature, enter either two alpha characters or two numeric characters (not a
combination of alpha and numeric characters) in the “Prefix Letters To Use On Order” field of
SYS/WCS. These characters will be prefixed to the plating/rework order originating in the specified
warehouse.
Plating/rework orders can be printed (WIP/PPR), but it is not mandatory to do so in order to receive
these orders. Plating/rework orders print on the printer designated as the Plating Order Printer in the
Printer Assignments.
You can facilitate expediting of plating/rework orders by using the List Plating/Rework Orders to
meet your needs. Plating/rework orders can be viewed through either the Inquire By Item program or
Inquire By Order program (WIP/PQI and WIP/PQO).
Plating/rework orders are received and canceled through the Receive Plating/rework Orders program
(WIP/RPR). If an item is partially received, the remaining balance can be left on order or if the
quantity was lost, it can be adjusted off. A receipt causes a decrease to the on hand quantity of the
FROM ITEM and an increase to the on hand quantity of the TO ITEM. The FROM ITEM transaction
appears on the Adjustment Register (IM/ADJ/PTA). The TO ITEM transaction appears on the
Receipts Register (REC/RR).
Once you begin using the plating/rework programs, you will want to add the deletion of completed
orders (WIP/LPR) to your monthly close procedures.
Deleted plating/rework orders are no longer available to be displayed, printed, or listed. See the List
Plating/Rework Orders (WIP/LPR) section of the manual for detailed information.
PROCESSING PACKAGING/KIT ORDERS
Prior to creating a packaging/kit order, the packaged/kit item must be flagged as a Master Kit Item in
the Item Record (IM/MAI) and the kit must be defined through the Define Kits program (WIP/DKS).
A packaging/kit order is created through the Place Packaging/Kit Orders program (WIP/POK) by
entering the part number of the Master Kit Item, the quantity of packages/kits to be created, and any
costs to be added to the item costs. Added costs per UM, per pound, and/or per lot can be viewed in
Part Inquiry (PI), a packaging/kit order quantity displays as committed for each of the items that are
defined as part of the kit and as an on order for the Master Kit Item.
Packaging/kit orders can be printed (WIP/PPK), but it is not mandatory to do so in order to receive
these orders. Packaging/kit orders print on the printer designated as the Kit Order Printer in the Printer
Assignments.
You can facilitate expediting of packaging/kit orders by using the List Plating/Rework Orders
program (WIP/LPR). This program offers several options to provide you with a report specific to your
needs. Packaging/kit orders can be viewed through the Show Packaging/Kit Orders program
(WIP/SPK).
Packaging/kit orders are received and canceled through the Receive Packaging/Kit Orders program
(WIP/RPK). A receipt causes a decrease to the on hand quantity of each of the items defined in the kit
and an increase to the on hand quantity of the Master Kit Item. The transactions for the items in the kit
appear on the Adjustment Register (IM/ADJ/PTA). The Master Kit Item transaction appears on the
Receipts Register (REC/RR).
Once you begin using the packaging/kit programs, you will want to add the deletion of completed
orders (WIP/LPK) to your monthly close procedures.
Deleted packaging/kit orders are no longer available to be displayed, printed, or listed. See the List
Kit Orders (WIP/LPK) section of the manual for detailed information.
PROCESSING WAREHOUSE TRANSFER ORDERS
The Suggested Warehouse Transfers program (WIP/WHT/SWT) prints a list of recommended
warehouse transfers based on the current on hand quantities. The option to consider the minimum
quantities when recommending warehouse transfers is given. The list generated can be used to
manually enter warehouse transfer transactions through the Enter Transactions program
(WIP/WHT/ET). This list must be generated in order to use the Auto Create Warehouse Transfers
program (WIP/WHT/AWT).
Warehouse transfer orders can be printed (WIP/WHT/PWT), but it is not mandatory to do so in order
to receive these orders. Warehouse transfer orders print on the printer designated as the Warehouse
Transfer Order Printer in the Printer Assignments.
Note:
Generally, each warehouse is responsible for printing the transfer orders requested of
them.
You can facilitate expediting of warehouse transfer orders by using the List Transfers program
(WIP/WHT/LWT). This program offers several options to provide you with a report specific to your
needs. Warehouse transfer orders can be viewed through either the Inquire By Item program or the
Inquire By Order program (WIP/WHT/WQI, WQO).
Warehouse transfer orders are received and canceled through either the Receive By Item program
(WIP/WHT/RWI) or the Receive By Order program (WIP/WHT/RWO). The Receive By Item
program is used to receive or cancel individual items on a warehouse transfer order. The Receive By
Order program is used to receive or cancel all open transactions on an order. A receipt causes a
decrease to the on hand quantity of the item in the shipping warehouse and an increase to the on hand
quantity of the item in the receiving warehouse. The transaction appears on the shipping warehouse’s
Adjustment Register (IM/ADJ/PTA) and on the receiving warehouse’s Receipts Register (REC/RR).
Once you begin using the warehouse transfer programs, you will want to add the deletion of
completed orders (WIP/WHT/LWT) to your monthly close procedures. Deleted warehouse transfer
orders are no longer available to be displayed, printed, or listed. See the List Transfers
(WIP/WHT/LWT) section of the manual for detailed information.
SCHEDULE PROCESSING
REPORTS
The following reports operate differently because they can be used in Schedule Processing:
List Packaging/Kit Orders (WIP/KITN/LPK)
List Plating/Rework Orders (WIP/PLRW/LPR)
List Transfers (WIP/WHT/LWT)
Print Transactions (WIP/WHT/PTW)
MODES OF OPERATION
There are two Q&A modes when you are answering questions in the report programs:
Create mode—The first time you run the program and answer questions.
You start with the first question and move through them sequentially. You can use the arrow
keys to move up and down through the questions if you want to make changes.
The questions on the screen and your answers to them are stored in an Answer file.
Modify mode—When you rerun the program and change existing answers.
You change questions one at a time, entering the line number in the prompt at the bottom of
the screen.
You can simply change one or more answers, or delete all questions and answers stored in the
Answer file for the program and replace them with new ones.
There are three processing modes when these programs are run:
Auto Prompt mode—The program accepts answers to the questions, but does not actually
run. The message AUTO PROMPT ON is displayed on the screen.
This mode is used to define programs that will be part of an automated schedule such as
MONTHEND. It is turned on and off by the Start/Stop Auto Prompt (SYS/SPM/SSAP)
program.
Schedule Processing mode—The program is part of an automated schedule being run by the
Process Schedule (SYS/SPM/PS) program. The answers were defined while in Auto Prompt
mode.
Reports are spooled to a file in a designated report directory on the host server, from where
you can print them at any time. They are not sent directly to a printer.
Individual Processing mode—The program can be run by itself; not as part of a schedule.
Answers to questions are user-specific according to the sign on ID.
Reports are sent directly to the printer assignments defined by PRT.
Refer to the Schedule Processing manual in Volume 5 for more information about scheduling.
DATE VARIABLES
In the programs’ date fields, you can enter variables instead of actual dates. These will be converted to
the actual date when the program runs. Valid entries are:
@SON—Sign on date
@FDM—First day of the month
@LDM—Last day of the month
COVER SHEET
A cover sheet is printed at the beginning of the Sales Analysis and Sales Summary reports. It lists the
program name and ID, Company number, User sign on ID, date and time the report was run, question
IDs, questions, and your answers.
The cover sheet will be used by Prophet 21 Customer Support.
KITTING / PACKAGING
(WIP/KITN)
DEFINE KITS (KITN/DKS)
Use this program to create, edit, and delete Kit Definitions. A Kit Definition is comprised of a Master
Kit Item, one or more component items, and the quantity needed of the component items.
An item is defined as Master Kit Item in the Item record (IM/MAI). Each component item in a Master
Kit must already exist in the Item file (IM/MAI).
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number in which to create, edit, or delete a Kit
Definition.
To exit, leave this field blank and press Skip.
Item
Enter the Master Kit Item.
F1 – Begin searching for the item based on a FASPAC Item Number or
Description Code, enter the first few characters of either.
F2 – Begin the searching for the item based on the item short name, enter the
first few characters of the short name.
F3 – Scroll forward, once a valid item is displayed.
F4 – Scroll back.
Error Message:
Item Not Set To Be
Used As A Kit - Press
SKIP
The item selected is not flagged as a Master
Kit Item (IM/MAI).
Press Skip to acknowledge this message.
Either select another item or exit this
program.
Is This A New Kit
Being Created?
This prompt is displayed only if the item selected is a Master Kit Item and a
Kit Definition has not been previously created for it:
Y – Create a Kit Definition for this item.
N – Re-enter the Kit Item.
SELECT
The default is GO. To enter, edit, or delete items on the Kit Definition,
accept GO by pressing Return. The cursor moves to the detail section of the
screen.
F5 – View all items currently in the Kit Definition (see Kit Inquiry on page
14).
To return the cursor to the Item field, press Skip or CMD.
To delete the entire
Kit Definition:
Type DE and press Return. The following message is displayed:
Are You Sure You Want to Delete This Entire Kit?
Enter Y to delete the entire Kit Definition, or N to return to Select prompt.
The following three fields are used to calculate the cost when a Kit Order is created (WIP/POK).
The actual cost is calculated based on the Costing Method in the System File (SYS/IMS) when the
Master Kit is received.
Cost Markup%
(.00 - 999.99)
Cost/Lb
Cost/Lot
(.000 - 99999.999)
Comment
Enter up to 30 characters of text.
UM
Weight
List Cost
Average Cost
Replace Cost
Box Qty
Case Qty
Bulk Qty
These fields are updated by the system and cannot be changed. Item Record
(IM/MAI) information is displayed. The average Cost displayed is the
Corporate Average Cost.
KIT INQUIRY
The Kit File Inquiry screen is displayed when you press F5 at the Select prompt. You can view the
component detail for all items currently in the Kit Definition, including the part number, short name,
description, quantity available, and comment line.
You can press F8 to see if this item is included in other kits.
Press CMD to return to the previous screen.
KIT DETAIL
Field
Item
Description
Enter the component item to add or edit
in this Kit Definition.
To move the cursor back to the Whse
field, leave the field blank and press
Skip.
F1 = Begin searching for the item based
on a FASPAC Item Number or
Description Code.
F2 = Begin the searching for the item
based on an item short name.
F3 = Scroll forward.
F4 = Scroll back.
F5 = View all component items
currently in Kit Definition. This
command accesses the Kit File Inquiry
screen, from where you can view the
component detail, including the part
number, short name, description,
quantity available, and the comment
line.
Error Messages:
EOF On Part File
- SKIP To
Continue
The end of the
Item File was
reached.
Press Skip to
acknowledge this
message and begin
again.
Invalid Part
Number or
Function = SKIP
to continue
Either an
invalid item
number was
entered or the
wrong function
key was
pressed.
Press Skip to
acknowledge
this message
and begin
again.
Whse ________
Not In Use
The item
specified is not
active in the
warehouse
specified and
cannot be
used.
Select a
different item
or exit this
program and
create an Item
Warehouse
Record
(IM/MAI, 2nd
screen) for the
item.
Is This A New Item Being Added to
this Kit?
This prompt is displayed only if the item
selected is not currently part of the Kit
Definition.
If a new item is being added to the
Kit Definition, the cursor moves
through each of these fields. If an
item in the Kit Definition is being
edited, these fields can be accessed
by entering the corresponding line
number.
Qty Needed
up to 7 numeric
Cost Markup%
(.00 - 999.99)
Cost/Lb
Cost/Lot
(.000 - 99999.999)
Comment
Enter up to 30 characters of text.
SELECT
To record the displayed item information
as part of the Kit Definition and move
the cursor back to the Item field, press
Skip or Return.
To access the Kit Inquiry program and
display items in this kit, press F5.
To delete the displayed item from the
Kit Definition, enter DE and press
Return. The following message is
displayed:
Are You Sure You Want to Delete This
Item Off Kit File?
Enter Y to delete the item from the Kit
file.
UM Weight
List Cost Average Cost
Replace Cost Box Qty
Case Qty Bulk Qty
These fields are updated by the system
and cannot be changed. Item Record
(IM/MAI) information is displayed. The
average Cost displayed is the Corporate
Average Cost.
KIT DEFINITION LISTING (KITN/KDL)
The Kit Definition Listing program (WIP/KDL) is used to print a list of Kit Definitions. A list of Kit
Definitions for all or a range of Master Kit Items can be printed. You can select to print each Kit
Definition on a separate page.
ENTRY/INQUIRY SCREEN
The first screen in this program is the Standard Inventory Report Options. This screen allows you to
specify the items or type of items to include in the report. Refer to the Introduction of the Inventory
Management Reports section for detailed field explanations on the Standard Inventory Report
Options.
The following field explanations apply to the second screen of the Kit Definition Listing program.
Field
Description
Print Short Name?
Y – Print the item short name on the listing.
N – Do not print the item short name on the listing.
Print Description?
This field is displayed if you entered Y in the “Print Short Name” field.
Y – Print the item description on the listing.
N – Do not print the item description on the listing.
Start a New Page for
Each Kit?
Y – Print each Kit Definition on a new page.
N – Print the list of Kit Definitions continuously.
Do You Want To
Continue?
Y – Print the list of Kit Definitions as specified.
N – Exit the program without printing the list of Kit Definitions.
PRINT KIT LISTING (KITN/PKL)
The Print Kit Listing program prints a list of each item and all the master kits of which the item is a
component part.
Print Kit Listing is also a good report to use when determining the usage of an item. The quantity of
each item needed to create the master kit and the number of sold master kits print in the columns to
the right of the listing. These figures are multiplied together to determine the total usage of the item
and print under the heading “Item Total Qty.”
This program uses the Standard Inventory Report Options to determine which items will be included
on the listing.
If the warehouse is set to use RF and to pick Kit Orders (SYS/RFS), the order number is prefaced
with a K.
ENTRY/INQUIRY SCREEN
Field
Description
Do You Want To Continue?
Y – Advances to the next field.
N – Exits the programs.
Whse
Enter a valid warehouse number. To include all warehouses, leave
this field blank and press Skip.
Select Whole File?
Y – Print all items found in the Inventory Master File that are used
to make up a master kit.
N – Print only a select group of items.
Item/Shortname/Category
Sequence?
I – Print in item number sequence
S – Print in short name sequence
C – Print in category code sequence
From…
To…
These fields are displayed only if you entered N in the Select Whole
File field. The entry in these fields depend on the print sequence
option selected above. Enter the range of item numbers, short
names or category codes to include on the listing.
Select All ABC Codes?
Y – Include all selected items, regardless of the ABC Code.
N – Include only those items that have a specific ABC Code.
From ABC Code
To ABC Code
These fields are displayed only if you entered N in the “Select All
ABC Codes” field. Enter the range of ABC Codes to include on the
listing. The “To ABC Code” field defaults to the code entered in the
“From ABC Code” field.
To include only items with this one ABC Code on the report, press
Return to accept the default entry.
Select All Materials?
Y – Include all selected items, regardless of the Materials Code.
N – Include only those items that have a specific Material Code.
Only Material
This field is displayed only if you entered N in the “Select All
Materials” field. Enter the Material Code that an item must have in
order to be included on the listing.
Select All Finishes?
Y – Include all selected items, regardless of the Finish Code.
N – Include only those items that have a specific Finish Code.
Only Finish
This field is displayed only if you entered N in the “Select All
Materials” field. Enter the Finish Code that an item must have in
order to be included on the listing.
Select All Specials?
Y – Include all selected items, regardless of the Special Code.
N – Include only those items that have a specific Special Code.
Only Special
This field is displayed only if you entered N in the “Select All
Specials” field. Enter the Special Code that an item must have in
order to be included on the listing.
Any Changes?
Y – The cursor returns to the “Select Whole File” field and moves
through each following field, so that necessary changes can be
made to the entries.
N – Prints the listing as specified.
New Page For Each item?
Y – Print each item and the item information on a separate page.
N – Print all items and the item information consecutively, without
creating a new page for each.
SAMPLE REPORT
PLACE PACKAGING/KIT ORDERS (KITN/POK)
Use this program to create packaging/kit orders.
One master kit item per packaging/kit order is allowed. A Status 1 Tag Record is created for the
master kit item when an order is placed. The new cost of the kit is calculated as follows:
new cost = old cost + cost markup + cost (lb) + cost (lot) where:
old cost = total warehouse average cost of all component items in the kit.
If the warehouse average cost is zero, the corporate average cost is used.
cost markup = number of kits ordered x old cost x (100 + cost markup %)/100
cost (lb) = (number of kits ordered x weight x adder lb)/number of kits ordered
cost (lot) = (adder lot x um)/number of kits ordered
If the Tagging System is used, specific (component item) Tag Records can be committed at the time
the order is placed or through the commit Tags for WIP program (WIP/CTW).
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number.
To exit the program, leave this field blank and press Skip or CMD.
Kit Item No.
Enter the kit item number. If you are unsure of the entire number, use the
function keys to assist in locating the desired item number. Enter the first few
characters of the description code and press F1 to display the first item found
with these characters.
To access the Inventory File based on the item short name, enter the first few
characters of the short name and press F2. Once a valid item is displayed, press
F3 to display the next sequential item and F4 to return to the previous item. To
accept the displayed item, press Return.
Error Messages:
EOF on Part File SKIP to Continue
The end of the Item File has been reached while
scrolling.
Press Skip to acknowledge this message and
begin again.
Invalid Part Number
or Function = SKIP
To Continue
Either an invalid item number was specified or
the wrong function key was pressed.
Press Skip to acknowledge this message and
begin again.
Item Not Set To Be
Used As a Kit
The item selected is not flagged in the Item
Master file (IM/MAI) as a master kit item.
Either enter a master kit item or exit this
program.
Kit Master Not
Defined - SKIP To
Continue
The items that make up the selected master kit
item have not been defined (WIP/DKS).
Press Skip to acknowledge this message.
Either enter a master kit item that has been
defined or exit this program.
Is This a new Kit
Order?
N – Return the cursor to the Kit Item No. field without creating an order for the
kit number.
Y – Create an order for the kit number and move the cursor to the following
fields.
Once Y is entered, a kit order # is assigned.
Quantity
Enter the quantity of the kit to be made.
Press Skip to return the cursor to the Kit Item No. field.
Error Message:
The Quantity Needed
> 9,999,999 SKIP To
Continue
The quantity needed of the displayed item to
create the specified number of kits exceeds the
program limit.
Press Skip to acknowledge this message.
Specify a kit quantity that requires no more
than 9,999,999 of each item to create the kits.
Cost Markup%
Enter the markup percent (.00 - 999.99). This figure must be entered in decimal
format. (e.g.: 15% = 15.00).
Cost/Lb
Enter the cost per pound (.000 - 999999.99).
The cursor moves to the following two fields only if an entry is made in the
Cost/Lb field and the Item Record (IM/MAI) does not include the weight for the
kit item:
Weight
This value (.01 - 99999.99) is updated to the Item Master Record (IM/MAI).
Is Weight
Correct?
If the displayed weight is correct, enter Y to move the cursor to the following
field. If the displayed weight is not correct, enter N to return the cursor to the
Weight field.
Cost/Lot
Enter the cost per lot (.000 - 99999.999).
Due Date
The sign on date displays as the due date.
Press Return to accept this date or enter another date using the MMDDYY or
MMDDYYYY format.
Comment
This field is optional. You can leave it blank and press Skip or Return to move
on to the next field.
SELECT
Enter the line number to be edited.
To record this kit order as displayed, leave this field blank and press Return or
Skip.
Create Kit
Order?
This field is displayed once the option to record the kit order is selected.
Y – Create the displayed kit order. A status 1 Tag Record is created for the
master kit item, and the component item quantities are considered
committed/processing. If the Tagging System is used, the Commit Tags for WIP
program is accessed. If the Tagging System is not used, the cursor moves to the
Kit Item No. field.
N – Do not create the kit order. The cursor returns to the Select field.
The following fields are updated by the system and cannot be changed.
Pl/Rw
Whse Stock
Available
The on-hand balances in the Item Warehouse record are displayed.
Cust Ords.
Whse Trans
Processing
The committed balances in the Item Warehouse record are displayed.
Pl/Rw
Processing
Whse Trans.
P.O.s
The on order balances in the Item Warehouse record are displayed.
Old Cost
This is the total cost of all component items in the kit. It is calculated using each
component item’s warehouse average cost. If the warehouse average cost is zero,
the corporate average cost is used.
New Cost
The new cost is calculated using the old cost, the adders entered and the quantity
ordered. The actual cost is recalculated when the kit order is received using the
costing method in the System Master File.
U/M
Weight
List Cost
Average Cost
Replace Cost
Box Qty
Case Qty
Bulk Qty
The Item Master Record information is displayed. The average cost displayed is
the warehouse average cost.
RECEIVE PACKAGING/KIT ORDERS
(KITN/RPK)
This program is used to process open kit order transactions created through the Place Packaging/Kit
Orders program (WIP/KITN/POK).
After the master kit item is specified, all open kit orders are displayed. The order number to be
processed is selected from the displayed orders. The selected order can be received in full, canceled in
full, or partially received.
If you are using Freight Allocation, see page 32.
ENTRY/INQUIRY SCREEN
Note:
Old and new costs were calculated at time of entry (KITN/POK) using each component
item’s average cost. Actual cost is recalculated at time of receipt using the costing
method in the System Master file.
Field
Description
Whse
Enter the warehouse in which to process the open kit orders.
To exit the program, leave this field blank and press Skip or CMD.
Item No.
Enter the master kit item number. If you are unsure of the complete item number,
use the function keys to access the Inventory File. Enter the first few characters of
the description code and press F1 to display the first item found with these
characters.
To access the Inventory File based on the item short name, enter the first few
characters of the short name and press F2. Once a valid item is displayed, press F3
to display the next sequential item and F4 to return to the previous item. To accept
the displayed item, press Return.
Once a valid master kit item is specified, all open kit orders are displayed.
Error Messages:
EOF on Part File SKIP to Continue
The end of the Item File was reached.
Press Skip to acknowledge this message and
begin again.
Invalid Part Number
or Function = SKIP
To Continue
Either an invalid item number was specified or
the wrong function key was pressed.
Press Skip to acknowledge this message and
begin again.
Item Not Set To Be
Used As a Kit
The item selected is not flagged as a master kit
item. Enter an item that is flagged as a master kit
item.
Physical Inventory In
Progress For This
Item - RETURN
The item specified is frozen (PHY/FRE) and the
System Master File (SYS/WCS) is flagged to
stop inventory transactions for frozen items. This
receipt cannot be processed until the item has
either completed the Physical Inventory process
or it is unfrozen.
Whse Not On File
For This Item
The item specified does not have an Item
Warehouse Record for the specified warehouse.
Either change the warehouse or enter an item in
the specified warehouse.
F1-Start Again,
F3-See More,
SKIP to Enter
Order No.
F1 – Displays the list of order numbers from the beginning.
F3 – Displays the following screen of order numbers.
SKIP – Moves the cursor to the Receiving Order No. field.
Receiving
Order No.
Enter the order number you received.
Error Message:
Invalid Order No. SKIP To Re-enter
Qty Being
Received
The order number entered is incorrect. Press
Skip to acknowledge this message and begin
again.
The remaining balance automatically displays in this field. You can receive the
balance in full, cancel in full or partially receive it.
To cancel the remaining balance, enter 0. The prompt “Are You Canceling This
Order? (Y/N)” is displayed, allowing to you continue or stop the cancellation
process.
Location
The default location is displayed. You can accept this entry by pressing Return or
enter another location.
Error Messages:
Invalid Stock/Bin
Location Entered SKIP To Continue
The System File (SYS/WCS) is flagged to
validate Stock Locations and the entry in the
Location field is not in the Stock Location
Master File (TAG/SLM).
Press Skip to acknowledge this message and
enter a valid Stock Location.
Physical/Cycle Count
In Progress For This
Location - SKIP To
Continue
The Location specified was frozen (PHY/FRE)
and the System File (SYS/WCS) is flagged to
stop inventory transactions for frozen items. This
receipt cannot be processed until the Location
has either completed the Physical Inventory
process or it is unfrozen.
Frt Chgd
Displays the freight flag for the receiving item if you enter a freight amount. See
page 32.
Qty Remaining
The cursor moves to this field only if the whole order was not received. The
unreceived balance displays in this field. Accept this number to backorder the
remaining quantity or enter 0 (zero) to cancel the remaining balance.
Error Message:
Total Quantity
Received + Remaining
Cannot Be Greater
Than Ordered
The quantity backordered plus the quantity
received is more than the quantity originally
ordered.
Press Skip to acknowledge the message. The
received quantity and backordered quantity must
be less than or equal to the ordered quantity.
Information
Correct?
F6-Show
Commitments
F7-Commit
Tag Quantities
Y – Record the information as displayed.
N – return the cursor to the Receiving Order No. field.
Error Message:
Buying History Found
With On Hand
Balance Less Than
Zero
There is a problem with a Tag Record. Contact
Prophet 21 Support for assistance.
Not Enough Tag Stock
Committed On This
Item Being Deducted
Tag Records need to be correctly committed for
this order. Press F7 to access the Commit Tags
To WIP program.
Total Buying History
Status 2’s Not =
Warehouses Stock +
Rework Stock
There is a problem with either the Item Record
or one or more Tag Records. Contact Prophet 21
Support for assistance.
Total Tags Committed
To Receive Is greater
Than Qty Deducting
Tag Records need to be correctly committed for
this order.
F6 – Display the list of Tags committed to this
order.
F7 – Access the Commit Tags for WIP program.
Press F7 to access the Commit Tags To WIP
program.
Note: See the Commit tags to WIP section of the
manuals for detailed field explanations.
Continue
Checking?
This field is displayed only if an error occurred while checking Tag Records.
Y – Check for other errors. Receipt is not recorded.
N – Do not check remaining component items for errors. Receipt is not recorded.
The following fields are updated by the system and cannot be changed.
P1/Pw
Whse Stock
Available
The on-hand quantities for the item.
Cust Ords.
Whse Trans
Processing
The committed quantities for the item.
P1/Pw
Processing
Whse Trans.
P.O.s
The on order quantities or the item.
Order No.
Ordered
Received
Remaining
Kit orders for the specified item that are in the Work In Process File are displayed.
Completed orders that have not been deleted are not displayed.
FREIGHT ALLOCATION
If Freight Allocation is enabled, this pop-up window is displayed when you first run RPK.
The program will accept the freight flag for each receiving item if a freight amount is entered.
LIST PACKAGING/KIT ORDERS (KITN/LPK)
The List Packaging/Kit Orders program prints a report of kit orders and deletes completed kit orders
from the Work In Process file. After completed transactions are deleted, they can no longer be printed
(WIP/PPK), listed (WIP/LPK), or displayed (WIP/SPK).
MFG Users Only: If you use the MFG module, the kit will not be deleted if the associated job is still
viewable in MFJI. You will see Mfg in the right column of the report indicating that the kit was not
deleted.
Note:
This program can be used in an automated schedule (see page 13).
ENTRY/INQUIRY SCREEN
Field
Description
Warehouse
Enter the number of the warehouse.
To exit the program, press CMD.
Include Completed
Items?
Y – Print open and completed orders on the report.
N – Print only open orders on the report.
Include Open Items?
Y – Print only completed orders (remaining on order balance is 0)
N – Print open and completed orders.
Note: If N is entered in this field and in field 03, only open orders will be
included on the report.
Delete Completed
Items?
Y – Delete all completed orders on the report from the Work In Process
file.
N – Do not delete the completed orders from the file.
Note: This can only be set to Y if field 02 is set to Y and field 04 is set to
N. The cover sheet remains as it was entered; the program will handle this
situation.
Include Comment
Lines?
Y – Print the comment lines on the report. They will print on a separate
line. If you use the MFG module, the MFG job number will print on the
report.
N – Do not print comment lines.
Include Dates Thru
Enter a date variable or an actual date in MMDDYY or MMDDYYYY
format. To include all specified orders regardless of the due/completed date,
leave this field blank and press Skip.
Include From Item
Include Thru Item
Enter the range of item numbers to include. To select a valid option from a
list box, press F5. For all numbers, press F7. For one number, enter it in
both fields.
Master/Component
Sequence
M – Print orders by master kit item.
C – Print orders by component item (kit detail item).
Include Detail?
Y – Lists all components followed by the master kit item.
N – Lists only the master kit items.
Action Line
F1 – Accept your answers.
F9 – Cancel and start over with your original answers in Modify mode.
F12 – Delete all questions and answers from the Answer file and start over
in Create mode.
CMD – Exit the program without running it.
PRINT PACKAGING/KIT ORDERS (KITN/PPK)
The Print Packaging/Kit Orders program is used to print original and duplicate pick lists for kit orders
with a status code of N (New) or P (Printed).
A kit order does not have to be printed in order to be processed (received, canceled).
All eligible orders (those with a status code of N) can be printed, or a range of orders can be printed.
If the range option is selected, the range is defined by purchase order numbers. All orders within the
specified range that have a status code of N or P will print.
Kit orders print on pick list forms on the printer specified as the Kit Order Printer in the Printer
Assignments.
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number from which to print the kit orders on pick lists.
To exit the program, leave this field blank and press Skip or CMD.
Print All Eligible
Orders?
Y – Print pick lists for all orders not previously printed.
N – Specify a range of orders for which to print pick lists.
Note: If Y is entered in this field, the cursor moves directly to the Include Items
That Make Up Kit field.
The following three fields display only if you are not printing pick lists for all eligible orders (N
entered in the field above).
Print From
Enter the first order number in the range for which to print pick lists.
Print To
Enter the last order number in the range for which to print pick lists.
Include Items
That Are
COMPLETE?
Y – Print pick lists for complete orders (remaining on order balance = 0), if they
are in the specified range.
N – Do not print pick lists for complete orders, even if they are in the specified
range.
Include Items
That make Up
Kit?
Y – Include component item information.
N – Exclude component item information.
Print in (L)ine or
(B)in Location
Sequence?
B – Print the pick lists in primary bulk bin sequence
L – Print the pick lists in entry sequence.
Do You Want To
Continue?
Y – Print the pick lists for the specified kit orders.
N – Exit the program without printing pick lists.
Want A Test
Pattern?
Y – Print a test pattern before printing the pick lists.
N – Print the pick lists immediately, without printing a test pattern.
AUTOMATIC KIT CREATION (KITN/AKQ)
The Automatic Kit Creation program is used after Shipping Confirmation (OP/SC) and before
Invoicing (AR/INV) to automatically create and receive a kit order for the quantity shipped on a
customer order if there is not enough quantity on hand to process the order.
If you do not use the Place Kitting Orders program (WIP/KITN/POK) to create kit orders, but instead
simply have your warehouse pull the appropriate component items when a kit needs to be created, this
program should be used to adjust your inventory. Once this program is run, the Kit Master Item
quantity is increased by the number of kits sold and the component item quantity is decreased by the
number that it took to create the Kit.
In order for the adjustment to be made, the items must be defined in Define Kits (WIP/KITN/DKS)
and there must be a sufficient stock of component items. Adjustments are made on a fifo basis.
Automatic adjustments cannot be made for traceable items. The normal kitting procedure must be
used if items are traceable, or an error will print on the report stating: “Traceable Items On Orders
Have Been Bypassed” and no processing will take place on those orders.
All newly created kit tags (status 2s) for non-traceable items will automatically be committed to the
customer order.
A report is generated that shows the customer order and line number for which the kits were
produced, the adjusted quantities of the component items, and all cost breakdowns pertaining to the
cost of the kit. If an item could not be adjusted because it was found traceable, the error message
“TRACEABLE ITEM FOUND” is displayed on the report.
ENTRY/INQUIRY SCREEN
Field
Description
Do You Want To Continue?
Y – Perform automatic kit creations.
N – Exit the program without creating kits automatically.
SHOW PACKAGING/KIT ORDERS (KITN/SPK)
The Show Packaging/Kit Orders program displays all kit orders in the Work In Process File for a
specific master kit item. The displayed information includes:
Order number
Due date
Quantity ordered
Received and remaining
Comment line
Order status
Once the kit orders are displayed, You can select a specific order for which to view detailed
information. The detailed information includes: the order number, the master kit item number,
description, short name, the quantity ordered, received and remaining of the master kit item; the
comment line, cost markup %, cost per pound, cost per lot, the component kit item numbers and
descriptions, the quantity ordered, received and remaining for each component item and the new cost.
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number from which to display the kit order information. This
entry must be a valid warehouse number set up in SYCD.
To exit the program, leave this field blank and press Skip or press CMD-Q.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered has not been set up in
SYCD, or is not available at this time.
Press Skip to acknowledge this message and begin
again.
Item
Enter the master kit item number for which to display the list of orders. If you are
unsure of the entire item number, enter the first few characters of the item number,
description code, or short name and press the appropriate function key to access the
item file.
F1 – Access the item file based on the characters entered for the item number or
description code.
F2 – Access the item file based on the characters entered for the item short name.
Once a valid item number is displayed, press F3 to display the next item in the file
and F4 to return to the previously displayed item number. Once the desired item is
displayed press Return to accept it and move the cursor to the Select field.
Error Messages:
End of File...SKIP
The end of the Item File was reached while
scrolling.
Press Skip to acknowledge this message and
begin again.
Invalid Entry Or
Function...SKIP
Either an invalid item number was entered or the
wrong function key was pressed.
Press Skip to acknowledge this message and
begin again.
SELECT
No Record In Buying
History For One Or
More Orders - SKIP
To Continue
There is a problem with one or more Tag Records.
Contact Prophet 21 Support for assistance.
Warehouse ____ Not
In Use For This
Item...SKIP
The item specified is not active in this warehouse.
Either select a different item or change the
warehouse.
F6 – Display detailed information for a specific order number.
Press Skip to return the cursor to the Item field. Once in the Item field, You can
enter another item number or exit the program by pressing CMD-Q.
Enter Order
No. To View
This field is displayed only if you pressed F6 in the Select field.
Enter the order number for which to view detail.
Once the order number is entered, the detail screen is automatically displayed.
To return to this screen, press CMD.
SHOW PACKAGING/KIT ORDER BY KIT ITEM
(KITN/SPKK)
The Show Packaging/Kit Order By Kit Item program displays all kit orders in the Work In Process
File for a specific kit item. The displayed information includes:
Order number
Due date
Quantity ordered, received, and remaining
Comment line
Order status
Once the orders are displayed, you can select a specific order for which to view the detailed
information. The detailed information includes:
Order number
Master kit item number, description, and short name
Quantity ordered, received, and remaining of the master kit item
Comment line
Cost markup %
Cost per pound and cost per lot
Component kit item number and descriptions
Quantity ordered, received, and remaining for each component item
New cost
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number from which to display the kit order information.
This entry must be a valid warehouse number set up in SYCD.
To exit this program, leave this field blank and press Skip.
The CMD Window functions are available in this field.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered has not been set up
in SYCD or is not available at this time.
Press Skip to acknowledge this message and begin
again.
Kit Item
Enter the kit item number for which to display the list of orders. If you are
unsure of the entire item number, enter the first few characters of the item
description code or short name and press the appropriate function key to access
the item file.
F1 – Access the item file based on the description code.
F2 – Access the item file based on the characters entered for the item short
name. Once a valid item number is displayed, press F3 to display the next item
in the file and F4 to return to the previously displayed item number. Once the
desired item is displayed, press Return to accept it and move the cursor to the
Select field.
Error Messages:
End of File…SKIP
The end of the Item File was reached while
scrolling.
Press Skip to acknowledge this message and
begin again.
Invalid Entry Or
Function…SKIP
Either an invalid item number was entered or
the wrong function key was pressed.
Press Skip to acknowledge this message and
begin again.
Warehouse ___ Not In
Use For This
Item…SKIP
The item specified is not active in this
warehouse.
Either select a different item or change the
warehouse.
No Record In Buying
History For One Or
More Orders - SKIP
To Continue
SELECT
There is a problem with one or more Tag
Records. Contact Prophet 21 Support for
assistance.
F6 – Display detailed information for a specific order number.
Press Skip to return the cursor to the Item field. Once in the Item field, You can
enter another item number or exit the program by pressing CMD-Q.
Enter Order No.
To View
This field is displayed only if you pressed F6 in the SELECT field.
Enter the order
number for which
to view detail.
Once the order number is entered, the detail screen is automatically displayed.
To return to this screen, press CMD.
PLATING / REWORK
(WIP/PLRW)
PLACE PLATING/REWORK ORDERS
(PLRW/POP)
The Place Plating/Rework Orders program (WIP/POP) is used to create plating/rework orders.
A plating/rework order can include up to 999 line items. For each item on the order, a Status 1 Tag
Record is created for the item being returned from plating/rework. If the Tagging System is used,
specific Tag Records can be committed for each item either at the time the order is placed or through
the commit Tags for WIP program (WIP/CTW).
The New Cost of the plated/reworked item is calculated based on the average cost of the transferring
item. If entries are made in the Adder fields, these values are added to the average cost; if a Cost
Markup % is entered, this value is calculated based on the average cost and is taken into consideration
when calculating the New Cost value. The New Cost calculated can be accepted or changed.
THINGS TO KNOW
Substituting Items On Open WIP Orders
Either the From Item or To Item can be changed by accessing line 01 or 03. If the From Item was
committed, the item must be uncommitted via WIP/CTW. Unit of Measure Window
When entering or modifying in a rework order, the unit of measure window will automatically appear
if all of the following conditions are met:
The unit of measure on the From Item has a UOM other than C or M.
The From Item shows Pcs/Um of zero.
The To Item has a UOM of C or M in IM/MAI.
Quantity Expected Back Display
The quantity expected back from a rework order is now displayed in the “To Item” portion of the
screen (lower half of the screen). The Remain field is the number of pieces per UM of the “To Item”
that is expected back. The Qty Ord field will display the original quantity ordered (prior to any
changes made via POP, the original quantity does not change if the To Item is replaced).
Weights On From and To Items
If the weight on either the From or To Item is zero and an Adder/LB is entered, the cursor will stop on
that parts weight field and it must be entered. The item master (IM/MAI) will be updated immediately
with this information. If Adder/LB is entered at receiving time message appears to fix weight in the
item master before any receiving is allowed.
Commit Tag Screen
If Committing Tags, the tag screen will appear after the rework order has been entered and you SKIP
OFF the Select option (same applies when changing a plating/rework order). If using CMD window to
quit tag, screen is not displayed.
Total Committed Quantity Amount
The total committed figure on the WIP/POP screen is comprised of open customer orders, open
kitting orders and open transfer orders. If committing tags to quotes and the quote does not turn into
the order, this figure is not included as total committed.
NewWork Order Print Format
To accommodate the changes to WIP/POP and WIP/RPR changes were made to the detail
information of the work orders being printed, and they are:
Body of the work order now prints:
Line numbers.
Quantity of the From Item (to be reworked).
Notes and messages created for the From Item, To Item, and order print.
The tear off portion (warehouse side) now prints:
Adder dollar amount by unit of measure of the To Item
Adder extended price
To Items quantity expected back from the reworking
Available quantity
Any tag number and quantity committed
The SYS/WCS and SYS/IMS forms have been enhanced to support the new WIP capabilities. Each of
these forms has changed as follows.
SYS/WCS - 3rd screen contains questions about using prefixes to the order number,
allowing entry of the order number and receiving location name.
SYS/IMS - Has one question about checking a vendor name when entering WIP/POPs.
Notes and Message will print on rework orders. MSGS/PRFTI is for the FROM item (item which is
leaving to be reworked). Note type of ‘P’ will print on the rework order. MSGS/PRLTN is used for
the TO item, these notes are entered on each line as the order is being created or edited. Normal Item
notes known as ‘DESC’ will print on the rework order (MSGS/ITEM/DESC). Once the PRLTN note
has been established, any changes or additions done through MSGS/MAI will also be part of any
reprinting of the plating orders.
FILES OR PROGRAMS AFFECTED
Work in Process Order file
System file (updates the last purchase order number used if a system assigned purchase
order number is used per SYS/CAS)
Item file (committed and on order quantities in IM/MAI)
Tag file
If the System file is flagged to do so (in SYS/POS), Purchasing Action Report file
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number in which to create or edit a plating/rework order.
You must enter a valid warehouse number that has been set up in SYCD.
To exit the program, leave this field blank and press Skip.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered has not been set up
as a valid warehouse in SYCD or it is not available
at this time.
Press Skip to acknowledge this message and begin
again.
Vendor No.
You are prompted with PL/RW or the last vendor that was accessed in this
program. If SYS/IMS is not set to validate vendors, you can accept PL/RW or
make any entry in this field. If SYS/IMS is set to validate vendors, a valid
vendor number (set up in AP/MAR/VM or PO/VM) must be entered in this field.
The CMD Window or the function keys can be used to assist you in locating a
specific vendor. When using the function keys, enter the first character of either
the vendor name or number and press the appropriate function key (F1 to access
the Vendor File based on the vendor number, F2 to access the Vendor File based
on the vendor name). Once a vendor is displayed, press F3 to display the next
vendor found in the file and F4 to re-display the previous vendor.
To accept the displayed vendor, press Return.
P.O. No.
To edit an existing order, enter the purchase order number or use the CMD
Window to locate a specific PO number.
Press the CMD-L to view the list of orders created for this vendor (not yet
purged through WIP/PLRW/LPR).
To create a new plating/rework order for this vendor, press Skip.
If you select an existing PO number, the cursor moves to the line number field.
To add a new line to this order, press Skip.
Note: An error message will display if you select to edit a line number that is
already complete.
Error Message:
This Line Number Is
Already Complete SKIP
The line number selected cannot be changed, it
has already been received as complete.
Press Skip to acknowledge this message.
Select another line number or exit the
program.
From Item
Enter the item number you are sending to be plated/reworked. If you are unsure
of the complete item number, enter only the first few characters and use the
function keys to access the Item File.
F1 – Display the first item number found in the Item File that begins with the
characters entered.
F2 – Display the first item found in the Item File that has a short name beginning
with the characters entered. Once a valid item is displayed, press F3 to view the
next item in the file, and F4 to re-display the previous item.
Press Return to accept the currently displayed item.
To view the notes/messages for the displayed item, press F9.
The Unit of Measure conversion program will be called when the To Item
number is entered and the From Item has a non-standard unit of measure and the
pieces per unit of measure field in IM/MAI equals 0.
Error Messages:
Invalid Entry or
Function...SKIP
Either an invalid item was entered or the
wrong function key was pressed.
Press Skip to acknowledge the message and
begin again.
Physical Inventory in
Progress for this item
- RETURN
The item selected is frozen (PHY/FRE) and
the System File (SYS/WCS) is flagged to stop
inventory transactions for frozen items.
Press Return to acknowledge this message.
Either use a different item or exit this program.
Qty Ord.
Enter the quantity of the From Item sent to be plated/ reworked. The quantity
entered in this field must be less than or equal to the quantity displayed in the
Whse Stock field (left side of the screen). If the entered quantity is greater than
the available warehouse stock, an error message is displayed.
Error Message:
Qty Entered cannot be
greater Whse Stock.
You are trying to enter an order to
plate/rework a larger quantity than the on hand
quantity.
Enter a quantity equal to or less than the on
hand quantity.
To Item
Enter the item number that will be received when the From Item is returned from
being plated/ reworked. If you are unsure of the complete item number, enter
only the first few characters and use the function keys to access the Item File.
F1 – Display the first item number found in the Item File that begins with the
characters entered.
F2 – Display the first item found in the Item File that has a short name beginning
with the characters entered. Once a valid item is displayed, press F3 to view the
next item in the file, and F4 to view the previously displayed item.
Press Return to accept the item currently displayed.
F9 – To view the notes/messages for the displayed item.
Once the To Item is entered, the To Item Qty Ord is automatically calculated and
displayed.
Old Cost
The old cost is automatically calculated using the quantity system costing
method and unit of measure of the From Item. This field cannot be changed.
Adder/Lot
Enter the cost (up to 99999.999) to be added to the lot being received.
This figure is used to calculate the New Cost.
Adder/Lb
Enter the cost (up to 99999.999) to be added to each pound of the new item. This
figure is used to calculate the New Cost.
Cost Markup%
Enter the percent by which to increase the cost of the new item (To Item). Enter
the figure in decimal format. For example: 10% = 10.0.
New Cost
The new cost is automatically calculated based on the system costing method of
the From Item and entries in the Adder/Lot, Adder/Lb, and Cost Markup %
fields.
To accept this cost, press Return.
If you decide to change the new cost, all entries in the Adder/Lot, Adder/Lb, and
Cost Markup % fields are zeroed out, as they are no longer applicable.
Error Messages:
New Cost<Old Cost SKIP
The cost entered for the plated/reworked item
is less than the cost of the original item (From
Item).
Press Skip to acknowledge the message and
continue entering the order. You can change
the cost by entering N in the Correct field and
then pressing Retuern to move the cursor to
the New Cost field.
Not Enough Whse
Stock Available Check Whse Stock Tag
Commitments - SKIP
The current quantity on hand is committed to
rework or customer orders.
Due Date
The default is the sign on date. You can accept this date by pressing Return or
enter another date in the MMDDYY or MMDDYYYY format.
Comment
This field is optional.
To leave this field blank and move on to the SELECT field, press the Skip key.
SELECT
Enter the line number of field entry to edit.
To accept the order as it is displayed, press Skip or Return.
To add, view or edit plating/rework notes, press the F6 function key.
Once this option is selected, you must press F1 to edit notes for the From Item or
F2 to edit notes for the To Item. Once you have finished editing or viewing the
notes, press CMD to return to this screen.
Press CMD-B to exit the notes screen.
P.O. No.
The next purchase order number and/or line number to be assigned by the system
displays in this field. You can accept it by pressing Return.
If the “Allow Entry of Order Number” field in SYS/WCS is flagged with a Y,
this number can be manually changed. If the field is flagged with an N, the
number must be accepted as displayed.
Error Message:
PO On File - SKIP
The purchase order number entered has
already been used.
Press Skip to acknowledge this message. Enter
another purchase order number.
Create Order
Line Message?
Y – Create a note/message for this order. Once you have finished the
note/message, press CMD.
N – You do not want to create a note/message.
The information in the following fields is from the Item Master Record (IM/MAI) of the From
Item (the item being plated/reworked). The field entries cannot be changed.
Avg Cost
The average cost specified in SYS/IMS. An item’s average cost can be based on
the average corporate cost (ACC), the average warehouse cost (ACW), the
receipt cost (REC), or the replacement cost (REP).
Weight
Weight per unit of measure
Pcs/UM
Pieces per unit of measure.
Qty Ord
The quantity on-order to be plated/reworked.
On Order
Plating/Rework
The quantity on order for plating/reworking.
Total on-order
The total quantity of this item on order.
On Hand
Plating/Rework
The quantity currently being plated/reworked.
Whse Stock
The quantity of this item that is in stock at this warehouse. When creating
plating/rework orders for this item, the quantity ordered must be less than or
equal to the number in this field.
Total Committed
The quantity of this item that has been committed.
Available
The available quantity of this item. SYS/IMS can be set to include or exclude the
quantity being plated/reworked when calculating the available quantity.
Box
The box quantity of this item.
Case
The case quantity of this item.
Bulk
The bulk quantity of this item.
The information in the following fields is from the Item Master Record
(IM/MAI) of the To Item (the plated/reworked item). The field entries cannot be
changed.
Avg Cost
The average cost specified in SYS/IMS. An item’s average cost can be based on
the average corporate cost (ACC), the average warehouse cost (ACW), the
receiving cost (REC), or the replacement cost (REP).
Weight
Weight per unit of measure.
Pcs/Um
Pieces per unit of measure.
Qty Ord
The quantity on-order to be plated/reworked.
Remain
The quantity remaining to be plated/reworked.
Value
The value of the plated/reworked item.
On Order
Plating/Rework
The quantity on order for plating/rework.
Total on-order
The total quantity of this item on order.
On Hand
Plating/Rework
The quantity currently being plated/reworked.
Whse Stock
The quantity of this item in stock at this warehouse.
Total Committed
The quantity of this item that is committed.
Available
The available quantity of this item. SYS/IMS can be set to include or exclude the
quantity being plated/reworked when calculating the available quantity.
Box
The box quantity of this item.
Case
The case quantity of this item.
Bulk
The bulk quantity of this item.
RECEIVE PLATING/REWORK ORDERS
(PLRW/RPR)
Use this program to process open plating/rework transactions created through the Place
Plating/Rework Orders program (WIP/POP).
The entered transaction can be received in full, canceled in full, or partially received. If partially
received, the remaining balance can be left on order; or if the quantity was lost, it can be adjusted off
or a (gain) adjusted onto the original item sent to plating.
If the cost of a plated/reworked item calculated at the time of entry was based on the Old Cost
(average warehouse cost of the To Item) plus one or more Adders, the cost is recalculated at the time
of receipt to take into consideration any change that may have occurred in the Old Cost. If the cost of
plated/reworked item was manually entered at the time of entry (the automatic calculation in the New
Cost field was not used), that cost is used at the time of receipt.
If you are using Freight Allocation, see page 60.
FILES OR PROGRAMS AFFECTED
Work in Process Order file
Adjustment Register file (deduction of From Item or Gain of From Item in IM/ADJ)
Receipts Register file (receipt of To Item in REC/RR)
Item file (on hand, on order, committed in IM/MAI)
Tag file
ENTRY/INQUIRY SCREEN
Field
Description
To Whse
Enter the warehouse number, or press CMD-L to select from the list of valid
warehouse numbers.
To exit the program, leave this field blank and press Skip.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered is not valid or
cannot be selected at this time.
Press Skip to acknowledge this message and begin
again.
Vendor
Enter the plating/rework vendor, or press CMD-L to select from the list of
vendors.
Note: This field is not validated.
PO Nbr
Enter the current plating/rework PO number. The first line number on the PO
automatically is displayed.
Error Messages:
Cannot Receive Item
Without Deducting
Something From Item
Sent For Reworking
The platted/reworked item can’t be received
without deducting a quantity from the on
hand quantity of the From Item.
Press Return to acknowledge this message.
Enter the correct quantity to deduct from the
on hand.
Current P.O. Number
Entered Does Not
Appear To Be Valid.
Check That The
Current Information
Entered Is Correct SKIP To Re-enter
Current P.O. No.
The PO number specified cannot be found or
is for a warehouse other than the one
specified in the To Whse field.
This Line Number Is
Already Complete SKIP
You have selected a PO number and line
number that have already been received
complete.
Press Skip to acknowledge this message and
begin again.
From Item
The From Item automatically is displayed.
Create Loss/Gain
First
Y – Increase or decrease the From Item’s onhand plating/rework balance. An
example of when this option would be used is if the quantity that was originally
received was incorrect.
N – Leave the onhand balance of the From Item as it is.
Note: If you enter Y, the Adjustments From Plating screen is automatically
accessed. See further in this chapter for a detailed explanation of the field
entries required on that screen.
Plating/Rework
Qty Using
Enter the From Item quantity to be received.
To correct the quantity remaining, enter 0 and press Skip.
To access the Committed Tags screen, press F7.
Plating/Rework
Qty Remaining
Enter the From Item quantity still remaining in Plating/Rework (if any).
Qty Receiving
Enter the total quantity being received into stock.
Old Cost
The old cost displays and cannot be changed at this time.
Adder/Lot
Enter the cost (up to 99999.999) to be added to the lot being received.
This figure is used to calculate the New Cost.
Adder/Lb
Enter the cost (up to 99999.999) to be added to each pound of the new item.
This figure is used to calculate the New Cost.
Cost Markup%
Enter the percent by which to increase the cost of the To Item. Enter the figure
in decimal format. For example, 10.00 = 10%.
New Cost
The new cost is automatically calculated based on the system costing method of
the From Item and the entries in the Adder/Lot, Adder/Lb, and Cost Markup %
fields. You can accept the new cost of the item being received or change it.
Note: Old cost recalculation will always occur during receiving. If the adders
display as zero’s AND the old cost versus the new cost are different, the new
cost will remain unchanged. This indicates the new cost was manually entered
and overrides any recalculation.
Error Message:
From Item Value Is
Greater Than Value
Material Returning As
- SKIP
The material returning from being reworked
is less than when it was shipped for rework.
The value must be at least the same or
greater.
Adjust either the To Cost or From Cost.
Frt
If you enter a freight amount, the program asks if freight is to be charged for
each receiving line item. See page 60.
Loc
Enter the location of the item being received.
Note: If your system is set to validate location in System Code Maintenance
(SYS/WCS), you must enter a valid location.
Error Message:
Invalid Stock/Bin
Location Entered SKIP to Continue
SYS/WCS is set to validate location and the
entry in this field has not been set up as a
valid location.
Press Skip to acknowledge this message and
begin again.
Is Information
Entered Correct?
Y – “Updating Information” flashes on the screen and the cursor moves to the
following field.
N – The cursor returns to “Plating/Rework Qty Remaining” field.
Note: If you are receiving a traceable item, the Receiving Traceable Lots
screen is displayed.
Create How Many
New Tags
Enter the new of different tags to be created.
Error Message:
Number of Different
Tags To Create Is
Greater Than Balance
Needed - RETURN
You are trying to create more Tags than are
needed for the remaining balance.
Press Return to acknowledge this message
and begin again.
Onhand Balance
Per Tag
Enter the onhand quantity per Tag being created.
Location
Enter the location the material is to be stored at.
Note: If System File Maintenance (SYS/WCS) is set to validate locations, this
entry must be a valid location.
Information
Correct?
Y – Updates the information
N – The cursor returns to the “Create How Many New Tags” field
Error Messages:
From Item Qty, Using
Not Equal Finished
Item Qty. Is This
Correct?
This displays if you are receiving a qty
different than the adjusted From Item qty.
Not Enough Tag Stock
Committed On This
Item Being Deducted
The quantity committed is less than the
quantity received.
Press Return to acknowledge this message.
Access the Commit Tags for WIP program by
pressing F7.
Qty To Adjust From
On Hand is Greater
Than From Item Has
Stock
The quantity entered as the amount to be
adjusted is more than the on hand quantity of
the From Item.
Press Return to acknowledge this message.
Enter the correct quantity to adjust off of the
on hand quantity.
ADJUSTMENTS FROM PLATING/REWORK - ENTRY/INQUIRY
SCREEN
The following screen will only be used if you selected to create a Gain or a Loss.
Field
Description
Creating A Loss Or
Gain?
Enter the type of adjustment you are making.
L – Creating a Loss
• reduces the quantity on hand (status 2) of the From Item
• reduces the order quantity on the To Item (status 1)
G – Creating a Gain
• increases the quantity on hand (status 2) of the From Item
• increases the quantity on hand (status 1) of the To Item
Quantity to Deduct
Or Add?
After you enter L or G in the previous field, the following message is
displayed at the bottom of the screen:
Enter Qty. To Adjust – If Loss Don’t Enter Minus
Sign(-). Quantity Entered Will Be Added Or Deducted
From Remaining Balance. F7 – Fix Committed Tags
Enter the quantity to add or subtract.
Note: Do not enter a plus or minus sign (+, -) in front of the quantity to be
adjusted. Depending on the entry in the previous field (Loss or Gain), the
system knows if the quantity should be added or deducted.
Error Message:
Can Not Deduct
More Than What’s
Remaining - SKIP To
Re-enter Qty
You are trying to deduct a quantity that is
larger than the balance.
Press Skip to acknowledge this message
and re-enter the figure.
Comment
You must enter a reason for the adjustment.
Tag No. To Adjust
Enter the Tag number to adjust. The current Tag information is displayed.
F8 – Access the Buying History screen.
Error Message:
Invalid Tag No. Wrong Item No. Or
Status To Deduct
From - SKIP
The tag number entered either does not
exist or is for another item.
Press Skip to acknowledge this message
and re-enter the number.
Is Information
Correct To Do
Adjustment?
This field gives you the opportunity to change any of your entries before the
adjustment is made.
Y – Makes the adjustment using the information provided and returns the
cursor to the Receipts From Plating/Rework screen.
N – Returns the cursor to the “Creating a Loss or Gain” field.
FREIGHT ALLOCATION
If Freight Allocation is enabled, the following pop-up window is displayed when you first run RPR.
If you enter a freight amount, the program asks if freight is to be charged for each receiving line item.
The following pop-up window is displayed when the record is completed.
LIST PLATING/REWORK ORDERS (PLRW/LPR)
The List Plating/Rework Orders program is used to print a report of Plating/Rework transactions and
to delete completed Plating/Rework transactions from the Work in Process Order File.
Once completed transactions are deleted, they are no longer available to be printed
(WIP/PLRW/PPR), listed (WIP/PLRW/LPR), or displayed (WIP/PLRW/PQI, PLRW/PQO).
Note:
This program can be used in an automated schedule (see page 13).
ENTRY/INQUIRY SCREEN
Field
Description
Warehouse
Enter the number of the warehouse.
For all warehouses, press Skip.
To exit the program, press CMD.
Include Completed
Items?
Y – Print open and completed orders on the report.
N – Print only open orders on the report.
Include Open
Items?
Y – Print only completed orders (remaining on order balance is 0).
N – Print open and completed orders. Only open orders will be included on
the report.
Delete Completed
Items?
Y – Delete all completed orders on the report from the Work In Process file.
N – Do not delete the completed orders from the Work In Process file.
Note: This can only be set to Y if field 02 is set to Y and field 04 is set to N.
The cover sheet remains as it was entered; the program will handle this
situation.
Include Comment
Lines?
Y – Print the comment lines on the report. They will print on a separate line.
N – Do not print comment lines.
Include Dates Thru
Enter a date variable or an actual date in MMDDYY or MMDDYYYY
format.
To include all specified orders regardless of the due/completed date, leave this
field blank and press Skip.
Include From Item
Include Thru Item
Enter the range of item numbers to include.
To select a valid option from a list box, press F5.
For all numbers, press F7.
For one number, enter it in both fields.
From Item / To Item
Sequence
F – Print transactions in order by the original item (the From item).
T – Print plating/rework transactions in order by the plated/reworked item
(the To item).
Vendor Sequence
Y – List the selected orders by vendor.
N – List each of the selected orders regardless of the vendor.
Include From
Include Thru
If you entered Y in field 12, enter the range of vendor codes to include.
For all vendor codes, press F7.
For one code, enter it in both fields.
Action Line
F1
Accept your answers.
F9
Cancel and start over with your original answers in Modify mode.
F12
Delete all questions and answers from the Answer file and start over in Create
mode.
CMD
Exit the program without running it.
SAMPLE REPORT
PRINT PLATING/REWORK ORDERS
(PLRW/PPR)
The Print Plating/Rework Orders program is used to print original and duplicate Pick Lists for
plating/rework orders with a Status Code of either N (NEW) or P (PRINTED).
A plating/rework order does not have to be printed in order to be processed (receive, cancel or edit).
All eligible orders (those with a status code of N) can be printed or a range of orders can be printed. If
the range option is selected, the range is defined by Vendor Codes and purchase order numbers. All
orders within the specified range with a Status Code of N or P print.
If the warehouse is set to use RF and to pick Rework Orders (SYS/RFS), the order number is prefaced
with a P.
Plating/rework orders print on pick list forms on the printer specified as the Plating Order Printer in
the Printer Assignments.
OPTIONS
Print Plating/Rework Orders
FILES OR PROGRAMS AFFECTED
Work in Process Order File (updates Status Code to PRINTED)
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse number in which the plating/rework orders exist.
To exit the program, leave this field blank and press Skip or CMD.
Print All Eligible Orders?
Y – Print all orders not previously printed
N – Specify a range of orders to print
Print in (L)ine Or (B)in
Location Sequence?
B – Print the item on the pick list in Primary Bulk Bin sequence
L – Print the items on the pick list in line number sequence.
The following four fields display only if the All Eligible Option is not selected.
Print FROM Vendor Code
Enter the first Vendor Code in the range.
Print TO Vendor Code
The entry in the From Vendor Code is displayed. You can accept this
entry or change it.
Note: Only those orders with a Vendor Code that falls into the
specified range will be printed.
Print from P.O. No.
Enter the first purchase order number in the range to print.
To include all PO numbers that meet the specifications defined, leave
this field blank and press Skip.
Print thru P.O. No
The entry in the from P.O. No. field is displayed. You can accept it or
change.
Continue?
Y – Print the pick lists as specified.
N – Exit the program without printing the pick lists.
Want a Test Pattern?
Y – Print a test pattern before printing the pick lists.
N – Print pick lists without printing a test pattern first.
INQUIRE PL/RW BY FROM ITEMS
(PLRW/PQFI)
This program is used to display all To Items and orders for a From Item that is sent out for plating or
rework.
ENTRY/INQUIRY SCREEN
Field
Description
Whse
Enter the warehouse from which to display the item transactions.
The CMD Lookup option is available in this field.
To exit, leave this field blank and press Skip.
Vendor
Enter the vendor or press WIP/for all vendors.
You can select from a list of vendor codes by pressing CMD-L.
From Item
Enter the item. You can use the function keys to access items in the Item
Master file. Enter the first few characters of the item number, description code,
or short name and press the appropriate function key:
F1 – Search the file based on the characters entered for the FASPAC item
number, description code, or cross-reference number.
F2 – Search the file based on the characters entered for the short name.
F3 – Scrolls forward through the list once a valid item is displayed.
F4 – Scrolls back to the previous item.
SELECT
F1 – Start at the beginning of the list.
F3 – Scroll forward through the list if there is more than one screen of items.
F4 – Toggle between showing extended costs or the methods.
F5 – Toggle between including or excluding completed orders.
F6 – Start the list with a specific order number.
F7 – Display the details for a specified order. You do not need to enter the
leading zeros in the order number, but you do need to enter the line number
(for example, 8-001).
INQUIRE PLATING/REWORK BY ITEM
(PLRW/PQI)
The Inquire Plating/Rework By Item program is used to display Plating/Rework transactions for a
specific item.
All transactions in the Work in Process Order File for the item selected are displayed. However,
completed transactions that have been deleted are not displayed.
ENTRY/INQUIRY SCREEN
Field
Description
From
Warehouse
Enter the warehouse from which to display the item transactions.
The CMD Lookup option is available in this field.
To exit, leave this field blank and press Skip.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered cannot be found in
the Warehouse Master File or is not available for use
at this time.
Press Skip to acknowledge this message and begin
again.
Item
Enter the item for which to view the plating/rework transactions. You can use the
function keys to access items in the Item Master file. Enter the first few
characters of the item number, description code, or short name and press the
appropriate function key:
F1 – Search the file based on the characters entered for the FASPAC item
number, description code, or cross-reference number.
F2 – Search the file based on the characters entered for the short name.
F3 – Scrolls forward through the list once a valid item is displayed.
F4 – Scrolls back to the previous item.
Error Messages:
End of File - SKIP to
Continue
The end of the Work in Process Order File was
reached.
Press Skip to acknowledge this message and
begin again.
Invalid Entry Or
Function...SKIP
Either an invalid item number was entered or
the wrong function key was pressed.
Press Skip to acknowledge this message and
begin again.
F1 to See More...
SKIP to Exit
This prompt is displayed only if there are more than five transactions to display
F1 – Displays more transactions for the displayed item.
To move the cursor back to the Item field, press Skip.
The following information displays for each plating/rework transaction.
FR/TO
The Shipping and Receiving Warehouse numbers.
Ord Nbr
The Warehouse Transfer Order number.
Due Date
The Due Date.
Ordered
The Quantity Ordered.
Received
The Quantity Received.
Comment
Record comments/notes.
Status
The Order Status
B – Backordered
C – Complete
N – New (eligible)
P – Printed
INQUIRE PLATING/REWORK BY ORDER
(PLRW/PQO)
The Inquire Plating/Rework By Orders program is used to display transactions for a specific order and
vendor. However, completed transactions that have been deleted are not displayed.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the warehouse from which to display the plating/rework transactions.
To Whse
The entry from the From Whse field automatically displays and cannot be
changed.
Error Message:
Invalid Warehouse
Or Warehouse Not
Available
The warehouse number entered cannot be found in the
Warehouse Master File or is not available for use at this
time.
Press Skip to acknowledge this message and begin
again.
Vendor
Enter the vendor for which to display the plating/rework transaction.
To access the list of vendors set up in Vendor Maintenance, press CMD-L.
Order
To select the displayed order, press Return.
To select another order, enter the first few character and press F1. The order that
is closest to the entry will be accessed.
F3 – Display the next order.
To exit the program, press CMD.
Error Message:
End of File - SKIP to
Continue
The end of the Work in Process Order File was
reached.
Press Skip to acknowledge this message and begin
again.
Enter (R)estart to
Start Again - or
SKIP
R – Re-display the list of transactions from the top.
F1 to See More...
SKIP to Exit
This prompt is displayed at the bottom of the screen only if there are more than
five transactions for the specified Plating/Rework Order.
F1 = Displays
more transactions
for the specified
order.
Press Skip to exit the program.
The following information displays for each displayed transaction.
FR/TO
The Shipping and Receiving Warehouses.
Item
The FASPAC Item Numbers.
Description
The Item Descriptions.
Due Date
The Due Date of each item.
Ordered
The quantity ordered for each item.
Received
The quantity received for each item.
Comment
The recorded comments/notes.
Status
The Order Status of the transaction
B – Backordered
C – Complete
N – New (eligible)
P – Printed
WAREHOUSE TRANSFERS
(WIP/WHT)
SUGGESTED WAREHOUSE TRANSFERS
(WHT/SWT)
The Suggested Warehouse Transfer program creates and prints a list of recommended warehouse
transfer transactions.
Some or all of the transactions listed can be used to quickly create Warehouse Transfer Orders
through the Auto Create Warehouse Transfer program (WIP/WHT/AWT) using the sequence
numbers included on the listing.
If the transfer is for a consignment warehouse:
The customer’s part number will print on the second line after the Item/Description line.
Any packaging requirements will be printed as an item note line.
The Suggested Warehouse Transfer program uses the Standard Inventory Report Options to select
items. The option is given to include only low stock items that fall within the specified range. The
option is given to consider on order quantities as on-hand quantities.
To generate a list of transactions needed to increase available quantities (in the receiving warehouse)
to the minimum quantities, select the Low Stock Items Only and the Compare Available to Minimum
Quantity options. To generate a list of transactions needed to bring available quantities (in the
receiving warehouse) to zero, select the Low Stock Items Only option and do not select the compare
Available to Minimum Quantity option. To generate a list of transactions needed to bring available
quantities (in the receiving warehouse) that are currently less than zero up to the minimum quantities,
do not select the Low Stock Items Only option.
FILES OR PROGRAMS AFFECTED
Suggested Warehouse Transfer File
ENTRY/INQUIRY SCREEN ONE
The Standard Inventory Report Options appear on the first screen of this program. This screen is used
to select the items that will appear on the report. See the Introduction to the Inventory Management
Reports section of the documentation for detailed information on each field.
ENTRY/INQUIRY SCREEN TWO
Field
Description
Sort in Bin Location
Sequence?
Y – Sort by primary bin location.
N – Do not sort by primary bin location.
Include Only Low Stock
Items?
Y – Include an item only if the available quantity is less than the
minimum quantity
N – Include all items.
Include Items On Order
as IF On Hand?
Y – Include open purchase orders (Status 1 Tag Records) in the on hand
quantity
N – Do not include open purchase orders in the on hand quantity.
Compare Available To
Minimum Quantity?
This field is available only if you specified to include Only Low Stock
Items.
Y – When deciding if an item is low stock, the system will compare the
available quantity to the minimum quantity (instead of comparing the onhand quantity to the minimum quantity).
N – The system compares the on-hand quantity to the minimum quantity.
Receiving Warehouse
Enter the number of the receiving warehouse.
To include all warehouses, leave this field blank and press Skip or
Return.
To exit the program, leave this field blank and press CMD.
Any Changes?
Y – Returns the cursor to the Low Stock Items field.
N – The parameters are set and the following field is displayed.
Do You Want To
Continue?
Y – Print the report as specified.
N – Exit the program without printing the report
SAMPLE REPORT
AUTO CREATE WAREHOUSE TRANSFERS
(WHT/AWT)
The Auto Create Warehouse Transfer program is used to quickly create Warehouse Transfer Orders
based on the list generated through the Suggested Warehouse Transfers program (WIP/WHT/SWT).
One warehouse transfer order is created for each receiving warehouse. Transactions are added to the
appropriate order. To create a new order, this program must be exited and accessed again. The
customer part number displays under the memo field.
If the Tagging System is being used, the commit tags for Work In Process program (WIP/CTW) is
automatically accessed.
Warehouse Transfer Orders created through this program have a status Code of N (new) and will be
included when the All Eligible option is selected in the Print Order program (WIP/WHT/PWT).
FILES OR PROGRAMS AFFECTED
Item File (IM/MAI) (on hand and on order quantities)
Tag File
Work In Process Order File
Receipts Register File (REC/RR)
Purchasing Action Report File (if the System File flagged to do so)
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the warehouse number.
To exit the program, leave this field blank and press Skip or CMD.
Item/Description
Enter a sequence number from the suggested Warehouse Transfer List.
To return to the From Whse field, press CMD.
Error Messages:
Invalid Sequence
Number…SKIP
The sequence number entered cannot be found
on the Warehouse Transfer List.
Press Skip to acknowledge this message and
begin again.
Shipping and
Receiving
Warehouses Are The
Same...SKIP
The receiving warehouse for the transaction
specified is the same as the warehouse
specified in the From Whse field.
Press Skip to acknowledge this message.
Enter a transaction for a different receiving
warehouse or exit this program.
The following fields are updated by the system and cannot be changed.
On Hand
Quantities for both the Shipping (from) warehouse and the Receiving (to)
warehouse.
On order
Quantities for both the Shipping (from) warehouse and the Receiving (to)
warehouse.
Committed
Quantities for both the Shipping (from) warehouse and the Receiving (to)
warehouse.
ENTER TRANSACTIONS (WHT/ETW)
Use this program to create Warehouse Transfer Orders. Each order is entered for a specific Shipping
Warehouse and a specific Receiving Warehouse. Up to 999 transactions can be entered on one order.
You can enter a comment of up to 18 characters for each line item.
If you try to transfer a quantity that will cause the item available quantity in the From Warehouse to
drop below the minimum, an error message will be displayed. At that point, you can select to continue
anyway or change the quantity to be transferred.
If the Tagging System is used, the Commit Tags for WIP program (WIP/CTW) is automatically
accessed once each line is accepted.
FILES OR PROGRAMS AFFECTED
Item File (IM/MAI) (on hand and on order quantities)
Tag File
Work In Process Order File
Receipts Register File (REC/RR)
Purchasing Action Report File (if the System File flagged to do so)
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter warehouse number from which to transfer the order.
To exit the program, leave this field blank and press Skip or CMD.
To Whse
Enter the warehouse number to which the order will be transferred.
To move the cursor back to the From Whse field, leave this field blank and press
Skip.
Item/Description
Enter the item.
To search for the item using the function keys, enter the first few characters of
the item number, description code or short name and press the appropriate
function key.
F1 – Displays the first item found in the Item Master Record containing the
characters entered as the item number or description code.
F2 – Displays the first item found in the Item Master Record containing the
characters entered as the short name.
F3 – Scrolls forward to the next item.
F4 – Scrolls back to the previous item.
To enter a cross-referenced item, type an exclamation mark (!) before the item
number. The program checks the cross reference file for an alternate item. If it
does not find one, you can search for an alternate by customer number. If it still
does not find an alternate item, you can press Skip to return to the
Item/Description field and edit the entry.
Error Message:
Invalid Part Number
or Function - SKIP
To Continue
The customer cross reference item has not been
found in the cross reference file for the customer
number entered.
Press Skip to return to the item number field to
edit the invalid entry.
To exit, press CMD and then press Skip in the
From Whse field.
To start a new order, press CMD.
EOF On Part File SKIP To Continue
The end of the Item File (IM/MAI) has been
reached while scrolling.
Press Skip to acknowledge this message and
begin again.
From Whse Not On
File - SKIP
The item entered does not have an Item
Warehouse Record (IM/MAI, 2nd screen) for
the warehouse specified in the From Whse field.
Press Skip to acknowledge this message. The
Item Warehouse Record must first be created in
order to transfer it.
Invalid Part Number
or Function - SKIP
To Continue
The item entered is not found in the Item File
(IM/MAI) or the wrong function key was
pressed.
Press Skip to acknowledge this message and
begin again.
No More Lines Can
Be Added To This
Transfer - SKIP To
Continue
The maximum of 999 transactions has been
entered on this order. A new order must be
created for the remaining transactions.
Receiving Whse Not
On File - SKIP
The item entered does not have an Item
Warehouse Record (IM/MAI, 2nd screen) for
the warehouse specified in the To Whse field.
Press Skip to acknowledge this message. The
Item Warehouse Record must first be created in
order to transfer it.
Qty
Enter the quantity of the item to be transferred.
To return the cursor to the Item field, leave this field blank and press Skip.
Date
The sign on date is displayed. Press Return to accept this date or enter another
date in the MMDDYY or MMDDYYYY format.
Memo / Fm
This field is optional. You can enter a note about this transfer or press Skip to
move to the following field.
To move the cursor back to the Qty field without entering the transaction, press
CMD.
Is Information
Correct?
Y – The transaction is entered as displayed and the Commit Tags program is
accessed (if applicable).
N – The transaction is not entered. The cursor returns to the Item/Description
field.
The following fields are updated by the system and cannot be changed.
On Hand
The on hand quantity (Status 2 Tag Records) in each of the warehouses (Shipping
and Receiving).
On Order
The on order quantity (Status 1 Tag Records) in each of the warehouses
(Shipping and Receiving).
Committed
The committed quantity in each of the warehouses (Shipping and Receiving)
Tran
The Warehouse Transfer Order Number automatically assigned by the system.
Fm-To
The Shipping and Receiving Warehouse Numbers.
PRINT ORDER (WHT/PWT)
Use this program to print Warehouse Transfer Orders. You can also select to print only backorders.
All eligible or a range of orders can be printed. An eligible order is one that has not been previously
printed.
Warehouse Transfer Orders print on pick list forms on the printer assigned as the Warehouse Transfer
Printer (PRT, 2nd screen). The Warehouse addresses in the Warehouse File (PO/POM/WAM) prints.
The customer part number prints as a reference note.
When printing all eligible transfer orders, you can select to print all receiving warehouses
(warehouses to be transferred to).
FILES OR PROGRAMS AFFECTED
Work In Process Order File
ENTRY/INQUIRY SCREEN
Field
Description
Print for All Eligible
Orders
Y – Print all eligible orders (orders that have not been previously printed).
N – Specify a range of eligible order to print.
Print For Which
Shipping Whse?
Enter the shipping warehouse number of the transfer orders.
Print For Which
Receiving Warehouse?
Enter the receiving warehouse number.
To include transfers that will be shipped to all warehouses, leave this field
blank and press Skip.
Error Message:
Cannot Print To All
Whses - EXCEPT if
Printing All Eligible
Transfers
The All Eligible option was not selected and
the All option was selected in the Receiving
Warehouses field. The option to print orders
for all receiving warehouses is available only
when the Print All Eligible option is selected.
Press Return to acknowledge this message.
The cursor moves back to the All Eligible
field.
Include Items That Are
Completed?
This field is available if the All Eligible option is not selected.
Y – Print only those item that have been received complete.
N – Print all specified items, regardless of the status.
Only Print Backorders?
Y – Print only those orders that have been backordered.
N – Print all specified orders.
Include Backorders?
This field is available if the Only Print Backorders option is not selected.
Y – Print backorders if they fall into the specified parameters.
N – Do not print backorders.
Print in (L)ine or (B)in
Location Sequence?
B – Print the transactions in primary bin location sequence.
L – Print the transactions in the order they were entered.
Print From
Print To
These fields are displayed if the All Eligible Orders option is not selected.
Enter the first and last order numbers in the range to print.
To print one order, enter it in both fields.
Continue?
Y – Print the specified warehouse transfer orders.
N – Exit the program, without printing the warehouse transfer orders.
Print Weight?
Y – Prints an additional line with weight and unit of measure.
N – Prints the orders without listing weight.
Want A Test Pattern?
Y – Print a test pattern before printing the orders.
N – Print the orders without printing a test pattern first.
SAMPLE REPORT
Note:
If the transfer is for a consignment warehouse, any packaging requirements will print as
an item note line on this report.
LIST TRANSFERS (WHT/LWT)
The List Transfers program (WIP/WHT/LWT) prints a list of Warehouse Transfer transactions and
deletes completed transactions. Transactions print in FASPAC Item number sequence.
You can include completed transactions or print only completed transactions. Deleted transactions are
no longer available to be printed (WIP/WHT/PWT), listed (WIP/WHT/LWT), or displayed
(WIP/WHT/WQI, WQO).
To print a list to help you expedite Warehouse Transfer Orders, do not include completed items.
If a warehouse transfer order has been partially received, the total quantity received against the
transfer order will print on the report.
If you print for completed items only, you will get totals for the costs of items transferred, by
warehouse, and for all warehouses if printed for all warehouses. It will not print totals unless you are
printing for completed items only.
Note:
This program can be used in an automated schedule (see page 13).
ENTRY/INQUIRY SCREEN
Field
Description
From Warehouse
To Warehouse
Enter the range of warehouses from which to print the list of warehouse
transactions.
To include all warehouses, press Skip.
Include Completed
Items?
Y – Print completed items on the report (remaining on-order balance is
zero).
N – Do not print completed items on the report.
Include Open Items?
Y – Print open items on the report.
N – Do not print open items on the report.
Note: If N is entered in this field and in field 03, nothing will be included on
the report.
Delete Completed
Items?
Y – Delete all completed items on the report from the Work In Process file.
N – Do not delete the completed items from the Work In Process file.
Note: This can only be set to Y if field 03 is set to Y and field 04 is set to N.
The cover sheet remains as it was entered; the program will handle this
situation.
Include Comment
Lines?
Y – Print the comment lines on the report. They will print on a separate line.
N – Do not print comment lines.
Include Dates Thru
Enter a date variable or an actual date.
To include all specified orders regardless of the due/completed date, leave
this field blank and press Skip.
Include From Item
Include Thru Item
Enter the range of item numbers to include.
To select a valid option from a list box, press F5.
For all numbers, press F7.
For one number, enter it in both fields.
Order/Item Sequence
O – Print transactions by order number.
I – Print transactions by item number.
This field is skipped if you are printing a range of items or completed items
only.
Include In-Transit
Information
Y – Print Warehouse Transfer In-Transit information.
N – Do not print Warehouse Transfer In-Transit information.
Action Line
F1
Accept your answers.
F9
Cancel and start over with your original answers in Modify mode.
F12
Delete all questions and answers from the Answer file and start over in Create mode.
CMD
Exit the program without running it.
PRINT TRANSACTIONS (WHT/PTW)
The Print Transactions program prints a register of Warehouse Transfer transactions entered since the
last time the register was cleared. The register prints in Warehouse Transfer Order Number sequence.
If the warehouse is set to use RF and to pick Warehouse Transfers (SYS/RFS), the order number on
the printed register is prefaced with a W.
To clear the warehouse transfer transactions from the Warehouse Transfer Register file, select Final
Copy. After a final copy of the register is printed, the information cannot be printed again.
Note:
Clearing the register does not affect the Warehouse Transfer Order file.
This program can also be used in an automated schedule (see page 13).
ENTRY/INQUIRY SCREEN
Field
Description
Final Copy?
Y – Print the Register and clear transactions from the Register file.
N – Print the Register, but do not clear the transactions.
A Register cannot be reprinted after the final copy is run.
Action Line
F1
Accept your answers.
F9
Cancel and start over with your original answers in Modify mode.
F12
Delete all questions and answers from the Answer file and start over in Create mode.
CMD
Exit the program without running it.
WAREHOUSE TRANSFER INQUIRE BY ITEM
(WHT/WQI)
The Warehouse Transfer Inquire By Item program is used to display all transactions in the Warehouse
Transfer Order File for a specific item.
Transactions for one or all Shipping Warehouse and for one or all Receiving Warehouses can be
displayed.
Note:
Completed orders deleted from the Warehouse Transfer Order File are not displayed.
For each transaction listed, the following information displays: Shipping and Receiving warehouses,
Order Number, Due Date, Ordered and Received Quantities, Comments and the Order Status.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the warehouse from which the item was transferred. To display transfer
information from all warehouses, leave this field blank and press Skip.
To exit the program, leave this field blank and press CMD.
To Whse
Enter the warehouse to which the item was transferred. To display transfer
information from all warehouses, leave this field blank and press Skip.
Item
Enter the item to be displayed. To access the item using the function keys, enter
the first few characters of the item number, description code, or short name and
press the appropriate function key. Once a valid item is displayed, press F3 to
scroll to the next item, and F4 to re-display the previous item.
Reminder: When entering a cross-reference number, the first character must be
“!”
F1 – Search based on the characters entered of the FASPAC Item number,
Description Code, or Cross-Reference Number.
F2 – Search based on the characters entered of the Item Shortname.
F3 – Scroll forward.
F4 – Scroll back.
To move the cursor back to the To Whse field, press Skip.
Error Messages:
No Record in
IM/BHM For One Or
More Transfers
The Receiving Warehouse is missing the Status 1
Tag Record for one or more transactions.
Create the necessary Tag Records through the
Tag Maintenance program (TAG/MAI) using
WHTRF as the Vendor for the transfer, the
Warehouse Transfer Order Number as the
purchase order number and 0.00 as the cost.
Contact Prophet 21 Support for assistance.
Warehouse _____ Not
in Use For This
Item...SKIP
The item specified is not active in the Shipping
Warehouse (From Whse) specified.
Press Skip to acknowledge this message and
begin again.
F1 to See
More...SKIP to
exit
This field is displayed at the bottom of the screen if there are more than 10
transactions to display.
F1 – Displays more transactions.
Skip – Returns the cursor to the Item field.
The following information displays for each transaction. Each field is updated by the system
and cannot be changed.
FR/TO
The Shipping and Receiving Warehouse Numbers.
Ord Nbr
The Warehouse Transfer Order Number.
Due Date
The transfer due date.
Ordered
The quantity ordered.
Received
The quantity received.
Comment
The Comment (if any) is displayed.
Status
The Order Status
B – Backordered
C – Complete
N – New (eligible)
P – Printed
WAREHOUSE TRANSFER INQUIRE BY ORDER
(WHT/WQO)
The Warehouse Transfer Inquire By Order program is used to display items from a specific
Warehouse Transfer Order.
Only Warehouse Transfer Orders that have not been deleted from the Warehouse Transfer Order File
can be displayed.
For each transaction displayed, the following information is displayed: Shipping and Receiving
warehouses, Order Number, Due Date, Ordered and Received Quantities, Comments and the Order
Status.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the warehouse from which the order was transferred.
To display transfer information from all warehouses, leave this field blank and
press Skip.
To exit the program, leave this field blank and press CMD.
To Whse
Enter the warehouse to which the order was transferred.
To display transfer information from all warehouses, leave this field blank and
press Skip.
Order
Enter the order number to be displayed.
F1 – Accesses the first order number beginning with the character entered.
F3 – Scrolls forward to the next order.
To move the cursor back to the From Whse field, leave this field blank and
press Skip.
Error Messages:
End of File – SKIP To
Continue
The end of the Warehouse Transfer Order File has
been received.
Press Skip to acknowledge this message and begin
again.
No Record in
IM/BHM For One Or
More Transfers
The Receiving Warehouse is missing the Status 1
Tag Record for one or more transactions.
Create the necessary Tag Records through the Tag
Maintenance program (TAG/MAI) using WHTRF
as the Vendor for the transfer, the Warehouse
Transfer Order Number as the purchase order
number and 0.00 as the cost.
You may want to contact Prophet 21 Support for
assistance.
Enter (R)estart To
Start Again - Or
SKIP
To move the cursor back to the Order field, either press R and Return or press
Skip.
F1 to See
More...SKIP to
exit
This field is displayed at the bottom of the screen only if there are more than
five transactions on the specified Warehouse Transfer Order.
F1 – Displays more transactions for this order.
Skip – Moves the cursor back to the Item field.
The following information displays for each transaction. Each field is updated by the system
and cannot be changed.
FR/TO
The Shipping and Receiving Warehouse.
Item
The FASPAC Item Numbers.
Description
The Item Descriptions.
Due Date
The Due Date of each item.
Ordered
The quantity ordered for each item.
Received
The quantity received for each item.
Comment
The Comment recorded for each item.
Status
The Order Status
B – Backordered
b – Printed and backordered
C – Complete
L – Loaded (from Warehouse Transfers In-Transit)
N – New (eligible)
P – Printed
RECEIVE BY ITEM (WHT/RWI)
Use this program to process open warehouse transfer transactions created through either the Auto
Create Warehouse Transfer (WIP/WHT/AWT) program or the Enter Transaction (WIP/WHT/ET)
program.
When you specify an item, all open transactions are displayed. Select the transaction to be processed
by entering the Shipping and Receiving warehouses, order number, and line number.
The selected transaction can be received in full, cancelled in full, or partially received. If partially
received, the remaining balance can be left on order; or if the quantity was lost, it can be adjusted off.
If you are using the Warehouse Transfers In-Transit (WTIT) feature, you cannot use this program to
receive items that are shipped through WTIT. Use In-Transit Receiving
(WIP/WHT/WTIT/TREC/TIRV) instead to receive a carrier and its shipments.
If you are using Freight Allocation, see page 97.
FILES OR PROGRAMS AFFECTED
Item File (IM/MAI) (committed and on order quantities)
Work In Process Order File
Receipts Register File (REC/RR)
Tag File
ENTRY/INQUIRY SCREEN
Field
Description
Item
Enter the item number.
To access the item using the function keys, enter the item number, description
code or short name and press the appropriate key:
F1 – Accesses the item that most closely matches the characters entered as the
FASPAC item number or description code.
F2 – Accesses the item that most closely matches the characters entered as the
short name.
F3 – Scrolls forward to the next item.
F4 – Scrolls back to the previous item.
Error Message:
Physical Inventory In
Progress For This
Item - RETURN
The item specified was frozen (PHY/FRE) and the
System File (SYS/WCS) is flagged to stop inventory
transactions for frozen items. This receipt cannot be
processed until the item has either completed the
Physical Inventory process or it is unfrozen.
F1-Start Again,
F3-See More,
SKIP - Receiving
Warehouse
To record receipt of a transaction, press Skip.
F1 – Displays the transactions from the beginning.
F3 – Displays more transactions.
From Whse
To move the cursor back to the Item field, leave blank and press Skip.
To Whse
Enter the warehouse number to which the order was transferred.
Order No
Enter the order number.
To move the cursor back to the To Whse field, press Skip.
F6 – Displays the committed quantities.
Line No
Enter the line number of the transaction.
To move the cursor back to the Order No field, leave this field blank and press
Return.
Qty Receiving
The default is the quantity displayed as Remaining. You can accept this figure
by pressing Return or enter another quantity.
To receive zero quantity and cancel the balance remaining and press Skip.
Frt Chg
May display the freight flag if the freight amount entered is not zeroes. See page
97.
Is All Complete?
This field is displayed only if the entry in the Qty Receiving field is less than the
entry in the remaining field.
Y – Balance not received is cancelled
N – Balance not received is backordered.
Is Quantity
Receiving
Correct?
To access the Commit Tags program, press F7.
Error Message:
Not Enough Tag Stock
Committed On This
Item Being Deducted
Tag Records need to be correctly committed
for this item.
Press Return to acknowledge the message.
Press F7 to access the Commit Tags for WIP
program.
Quantity Entered
Greater Than
Amount Ordered
- Is Qty Correct?
Enter Receiving
Location
This field is displayed only if the entry in the Qty Receiving field is greater than
the entry in the remaining field.
Y – Receives the Quantity entered
N – Returns the cursor back to Qty Receiving field.
The location in the System File (SYS/WCS) is displayed. You can accept this
location or change it.
Note: If the System File (SYS/WCS) is flagged to validate locations, the entry
in this field must be a location in the Stock Location File (TAG/SLM).
Error Message:
This Stock/Bin
Location is Being
Deleted - SKIP To
Continue
The System File (SYS/WCS) is flagged to
validate Stock Locations and the entry in the
Location field is flagged to be deleted.
Press Skip to acknowledge the message. Enter
a valid Stock Location that is not flagged to be
deleted.
Print Label?
This field is displayed if the System file is flagged to do so.
The following fields display for each transaction. Each field is updated by the system and cannot
be changed.
FR/TO
The shipping and receiving warehouses.
Ord Nbr
The Warehouse Transfer Order Number.
Due Date
The due date.
Ordered
The quantity ordered.
Received
The quantity received.
Comment
The comment (if any) is displayed.
Status
The Order Status
B – Backordered
C – Complete
N – New (eligible)
P – Printed
FREIGHT ALLOCATION
If Freight Allocation is enabled, the following pop-up window is displayed when you first run RWI.
Warehouse transfer receipts by item will display the freight window after each item has been entered.
The freight flag may be accepted only if the freight amount entered is not zeroes.
When you SKIP at the item field to exit and a freight amount has been entered, the freight window
will display giving the option to process at this time or CMD to exit the program.
The following pop-up window is displayed when the record is complete.
RECEIVE BY ORDER (WHT/RWO)
Use this program to receive in full or cancel all open transactions on a Warehouse Transfer Order.
If you are using the Warehouse Transfers In-Transit (WTIT) feature, you cannot use this program to
receive items that are shipped through WTIT. Use In-Transit Receiving
(WIP/WHT/WTIT/TREC/TIRV) instead to receive a carrier and its shipments.
If you are using Freight Allocation, see page 101.
FILES OR PROGRAMS AFFECTED
Work In Process Order File
Receipts Register File
Item File (committed and on order quantities)
Tag File
ENTRY/INQUIRY SCREEN
Field
Description
Shipping From
Whse
Enter the warehouse number from which the open order was to be shipped
from.
To exit the program, leave this field blank and press Skip.
Receiving To Whse
Enter the warehouse number to which the open order was to be shipped.
To move the cursor back to the Shipping From Whse field, leave this field
blank and press Skip or press CMD.
Order Number
Enter Transfer Order No. to be received.
To move the cursor back to the Receiving To Whse, press Skip.
Receiving Location
The receiving location is displayed.
Freight Charged
The freight charged flag (Y or N) entered here will be the default for the
second screen (detail). See page 101.
Select ______ (GO,
Recc, Stop, Cancel,
Tags)
GO – To receive on a line by line basis, (if selected a different screen is
displayed.)
Recc – Receive transfer order complete.
Stop – Stop the receiving process.
Cancel – Cancel the transfer order.
Tags – To access the commit tags for WIP (WIP/CTW).
Would you like to
view customer order
commitments?
Y – Specify the order line number for which to view the commitments.
Do You Want To
Continue?
Error Messages:
Invalid order number
or order has already
been called complete
- SKIP.
You have entered an invalid order or the
order has been called complete.
No Items Found Or
Able To Be Processed
- SKIP to Continue
There are no open transactions to be
processed on the specified order.
Press Skip to acknowledge this message and
begin again.
Physical Inventory In
Progress For
(Receive To
Warehouse or
Transfer From
Warehouse) RETURN
The displayed item is being processed
through the Physical Inventory process and
the System File (SYS/WCS) is flagged to
stop inventory transactions after freeze. The
displayed item cannot be received or
canceled until the Physical Inventory process
is completed.
Press Return to acknowledge this message.
Total Buying History
Status 2’s Minus
Total Committed <
Deducting
There is not enough available stock to
process this receipt.
Press Return to acknowledge this message.
FREIGHT ALLOCATION
If Freight Allocation is enabled, the following pop-up window is displayed when you first run RWI.
Warehouse transfer receipts by order will display the freight window before each order is entered. The
freight flag may be accepted only the freight amount entered is not zeroes.
The freight charged flag (Y or N) entered on this screen will be the default for the second screen
(detail).
The individual lines may be changed on the second screen.
When the record is complete, the following pop-up window is displayed.
WAREHOUSE TRANSFERS
IN-TRANSIT
(WIP/WHT/WTIT)
The Warehouse Transfers In-Transit function allows you to create shipping records and monitor the
status of items being transferred between warehouses. It stores the shipment information (such as the
shipping and receiving warehouses, the carrier name, and the dates scheduled to ship and arrive) in a
Carrier file.
Two types of status codes are used in these programs:
Carrier Status codes:
In-Transit Status codes:
CAN
NEW
ARR
LOD
COM
P
L
C
I
R
Cancelled
New record
Arrived
Loading
Complete
Partial
Loaded
Cancelled
In-Transit (on the road)
Received
BEFORE YOU BEGIN
Read this section carefully before you use the Warehouse Transfers In-Transit programs. These are
common instructions for moving around the screens, changing the view options of lists, and selecting
carriers and orders from lists.
To enter data:
In the instructions, a phrase beginning with the word “Enter…” means to type the keystrokes and
press Return. For example:
“Enter the warehouse number.” Means to type the number (such as 01) and press Return.
To change the view of a list or orders:
On some screens you can display only those orders with open lines, closed lines, or both.
F7 – Change the display option. The following prompt is displayed:
Only Display (O)pen, (C)lose Order or (B)oth (O/C/B)?
Enter O to view open orders only, C for closed orders, or B for both. The following prompt is
displayed:
Display Order Line (W)ith I/T, With(O)ut I/T Lines or
(B)oth (W/O/B)?
Enter W to view orders with in-transit lines, O for orders without in-transit lines, or B for both.
To move through a list of orders or carriers:
If there are more than one order or carrier listed, there are various methods for finding the one you
want.
Use the up and down arrow keys to go to the line.
F1 – Start at the top of the list (with the first line).
F3 – Scroll through the list page by page.
To list orders starting from a specific order number, press F6 and enter the order number (for
example, if you want to start with number 88 instead of 1, enter 88).
Note:
When you enter a Carrier name and the list of carriers is displayed, an asterisk (*) is
displayed next to the carrier on which the order was shipped.
\To select an order or carrier from a list:
Use the up and down arrow keys to highlight the item and press Return.
PRELIMINARY TASKS
1.
If necessary, set up user security in Company Information (CIS) to restrict users to ship or receive
between certain warehouses.
2.
Turn on WTIT in Inventory Management Specifications (SYS/IMS).
USING WTIT
1.
Determine the warehouse transfer orders to be shipped, and create a Carrier record using Create
In-Transit Carrier (TICC). See page 109.
2.
Load the warehouse transfer orders on the carrier (that is, add orders to the Carrier record) using
In Transit Shipping (TISH). See page 114.
3.
When loading is complete, change the status of the Carrier record to Shipped using Set Carrier
Status to Shipped (TICS). See page 119.
4.
Optionally print the In-Transit Shipment Listing (TISL) to verify the status of shipped orders. See
page 121.
5.
Before receiving orders, change the carrier status from (CIT) In-Transit to (ARR) Arrived using
Set Carrier Status to Arrived (TICA). See page 126.
6.
Optionally print the In-Transit Carrier Listing (TICL) to verify the status of carriers. See page
111.
7.
Print the In-Transit Listing (TILS) to list order line details. See page 139.
8.
At the shipping warehouse, use the In-Transit Inq. Shipping Whse (TIQS) program to view order
status, ship quantities, and carriers for shipped orders. See page 123.
9.
At the receiving warehouse, use the In-Transit Inq. Receiving Whse (TIQR) program to view
order status, ship quantities, and carriers for shipped orders. See page 136.
10. Use In-Transit Receiving (TIRV) to receive the warehouse transfers. See page 128.
11. Use the In-Transit Audit Listing (TIAU) to list the history of activity for individual warehouse
transfer order lines.
EFFECTS IN OTHER PROGRAMS
FASPAC Reference Manuals, Volume 2, IM
Item Warehouse Record in Item Maintenance (IM/MAI)
Two fields (I/T Outbound and I/T Inbound) at the bottom of screen one show quantity intransit outbound and inbound.
FASPAC Reference Manuals, Volume 2, PI
Part Inquiry (PI)
Shows inbound material in the Inb. Transfers field in the On Order section of the screen
(receiving warehouse).
Shows outbound material in the Outb Transfers field in the Committed section of the screen
(shipping warehouse).
The available quantity calculation excludes all in-transit inbound and outbound material.
Show Orders Committed to tags in Show Buying History displays committed carrier
information.
FASPAC Reference Manuals, Volume 2, TAG
List Committed Tags (TAG/LCT)
Can enter Order Type X for Warehouse Transfers In-Transit.
Show Committed to Tags (TAG/SCT)
Can enter Order Type X for Warehouse Transfers In-Transit.
FASPAC Reference Manuals, Volume 3, WIP
Committed Tags (WIP/CTW)
The command window displays carriers for the in-transit warehouse transfer when you enter
the order number.
List Warehouse Transfer Orders (WIP/WHT/LWT)
Can delete completed warehouse transfer orders and associated in-transit records.
Can print from all warehouses to all warehouses.
Prints in-transit information.
Warehouse Transfer Receipts (WIP/WHT/RWI)
Warehouse Transfer Receiving By Order (WIP/WHT/RWO)
These programs (RWI and RWO) can receive any warehouse transfer order or order line that
has not been committed using the WTIT module.
FASPAC Reference Manuals, Volume 4, OD
Order Desk (OD)
Function key F13 alternates between the purchase order box and the warehouse transfers in-transit
inbound and outbound box.
PREREQUISITES
COMPANY INFORMATION (CIS)
If access to receiving and shipping functions for each warehouse is to be controlled, use the password
securities in CIS.
Most users will only need access to the warehouse in which they work, but they can be allowed access
in up to three warehouses.
Refer to Volume 5, Administration, of the reference manual.
INVENTORY MANAGEMENT (IMS)
Use this program to turn on WTIT in FASPAC.
In the Select field, enter 21.
In field 21, enter Y.
In the Select field, enter 22.
In field 22, enter Y.
Press CMD or Skip to exit this screen.
Note:
If field 21 is set to N and any of the WTIT programs are accessed, the message
Permission Denied - SKIP is displayed at the bottom of the screen.
CREATE IN-TRANSIT CARRIER (WTIT/TCAR)
CREATE IN-TRANSIT CARRIER (TCAR/TICC)
Use this program to set up a carrier for a specific shipment. A Carrier record will be created with the
status of New.
Note:
You cannot have the same carrier name with the same ship date and receive dates.
ENTRY/INQUIRY SCREEN
Field
Description
From Warehouse
Enter the number of the shipping warehouse.
To Warehouse
Enter the number of the receiving warehouse or press Skip for All
warehouses.
Shipping Carrier
Enter the name of the carrier and press Return.
Ship Date
The default is the FASPAC sign on date. You can change this if required.
Receive Date
The default is the FASPAC sign on date. You can change this if required.
Note: The Receive Date cannot be earlier than the Ship Date.
Intransit Status
This carrier is given the status of New.
Created By
Last Changed By
This program runs in Add mode, so these fields are not used.
Select
Press Return to save the record and remain in this screen.
Press CMD and then U to save the record and exit this screen.
Note: You can use the CMD functions at any time in the screen.
Error Messages
Permission Denied - SKIP
In Inventory Management (IMS), the 21 Using Transfer In-Transit” field
is set to N, so you cannot run a WTIT program. See page 108.
IN-TRANSIT CARRIER MAINTENANCE (TCAR/TICM)
Use this program to make changes to an existing carrier’s status or to delete an individual carrier.
ENTRY/INQUIRY SCREEN
Field
Description
From Warehouse
The number of the shipping warehouse.
To Warehouse
The number of the receiving warehouse.
Shipping Carrier
The carrier name.
You can press CMD-L to select from a list of carriers.
Ship Date
Receive Date
The dates set up for this carrier.
Intransit Status
The current status of this carrier.
WORKING WITH THE PROGRAM
To change the in-transit status:
1.
Enter the shipping and receiving warehouse numbers.
2.
Enter the carrier name or press CMD-L and select a carrier. The cursor skips to the Select prompt.
3.
Enter 4 at the Select prompt. The cursor moves to field 04.
4.
Enter a status code: New for a new record, CAN for cancelled, or ARR if the carrier has arrived at
the receiving warehouse.
To delete a carrier:
1.
Enter the shipping and receiving warehouse numbers.
2.
Enter the carrier name or press CMD-L and select a carrier. The cursor skips to the SELECT
prompt.
3.
Enter DE at the Select prompt. The record will be deleted.
IN-TRANSIT CARRIER LISTING (TCAR/TICL)
Print this report to list carriers and their status. You can sort by carrier, ship date, or receive date.
ENTRY SCREEN
Field
Description
From Warehouse
Enter the number of the shipping warehouse.
To Warehouse
Enter the number of the receiving warehouse or press Skip for All.
Shipping Carrier
Enter the name of the carrier, or press Skip for All.
Print All Ship Dates?
From Date Shipped
To Date Shipped
Y – Print all shipping dates, or N to print a range.
If you entered N, enter the start and end dates for the range.
Y – Print all receiving dates, or N to print a range.
Print All Receive Dates?
From Date Received
To Date Received
If you entered N, enter the start and end dates for the range.
Intransit Status
Enter the in-transit status you want to list on the report:
NEW for new records
CAN for cancelled records
CIT if the carrier is in-transit
COM for completed transfers
LOD if the carrier is being loaded
SKIP for all
Print by (C)arrier, (S)hip
Date or (R)eceive Date
Sequence? (C/S/R)
CONTINUE ?
Enter the code that specifies how you want to sort the report:
C for carrier
S for ship date
R for receive date
Y – Print the report, or N to exit this screen without printing.
Pressing CMD is the same as entering Y.
Note: You can use the CMD functions at any time in the screen except
at the CONTINUE prompt.
SAMPLE REPORT
The report includes the following information:
Shipping and receiving warehouse numbers
Name of the carrier
Ship and receive dates for this carrier
In-transit status
DELETE EXPIRED CARRIER (TCAR/TICD)
Use this program to maintain the Carrier file by deleting all superfluous carriers with the status New,
up to and including the selected ship date.
The default ship date is two days before the sign on date or a user-specified ship date.
Note:
We recommend running this program about every two weeks.
ENTRY/INQUIRY SCREEN
Field
Description
Delete All Expired Carriers Thru
Ship Date
Press Return to accept the default date, or enter a new date and
press Skip (to delete remaining characters from the previous
date).
(P)rint or (D)elete & Print
Enter P to print a listing without actually deleting the records.
Enter D to print a listing and delete the records.
CONTINUE ?
Y – Print the report.
N – Exit this screen without printing or deleting.
Pressing CMD is the same as entering Y.
Note: You can use the CMD functions at any time in the screen
except in the Continue field.
IN-TRANSIT SHIPPING (WTIT/TSHP)
IN-TRANSIT SHIPPING (TSHP/TISH)
Use this program to load warehouse transfer orders on a specified carrier (that is, to add transfer
orders to the Carrier record).
Note:
You can continue to load warehouse transfers on any carrier provided the status is not
COM (Complete).
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the number of the shipping warehouse.
To Whse
Enter the number of the receiving warehouse.
Order No.
Enter an order number or press Return to list all orders.
Shipping Carrier
Enter the name of a carrier or press Return to list all carriers.
WORKING WITH THE PROGRAM
To select order numbers and carriers:
There are several ways you can select order numbers and carriers after you enter the shipping and
receiving warehouse numbers.
If you know the order number and the carrier name:
1.
Enter the order number in the Order No field.
2.
Enter the name of the carrier in the Carrier field. The order will be displayed with one or
more line items.
If you know the order number but not the carrier name:
1.
Enter the order number in the Order No field.
2.
Press Return in the Carrier field. All carriers will be displayed.
3.
Select a carrier and press Return. The order will be displayed with one or more line items.
If you do not know the order number and know the carrier name:
1.
Press Enter in the Order No field.
2.
Enter the name of the carrier in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. The order will be displayed with one or more line items.
If you do not know the order number or the carrier name:
1.
Press Enter in the Order No field.
2.
Press Enter in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. All carriers will be displayed.
4.
Select a carrier and press Return. The order will be displayed with one or more line items.
After you select the order number and carrier name, you can load the whole order or part of the order
on the carrier. There is an additional step if the warehouse is committing tags.
FOR A WAREHOUSE NOT COMMITTING TAGS
To load an order complete:
1.
Select an order number and carrier.
2.
Press F5 to ship the whole order. The prompt at the bottom of the screen changes.
SELECT
3.
(F5-SHPC, F8-TAGS, F10-CANCEL)
Press F5 to ship the order complete.
The quantities for each line are now loaded, the order has a status of L (Loaded), and the
carrier has a status of LOD (Carrier loading).
To load a partial order:
1.
Select an order number and carrier.
2.
Select an item and press Return. The details for that line are displayed.
3.
Enter Y at the prompt “Do you wish to enter Transit Shipment?” The In-Transit Shipping
Maintenance screen will be displayed.
If you enter N, you exit this screen and return to the previous screen.
4.
In field 01, enter the quantity to be shipped.
5.
In field 02, enter the quantity to be back ordered or press Return to accept the calculated
quantity.
6.
In field 03, enter a comment or press Return to skip the field.
7.
Comments are displayed on listings (TISL and TILS) and in inquiry screens (TIQS and
TIQR).
8.
Press F5 to load the remaining line (2).
Note that line one shows a partial quantity loaded and a remaining quantity. Both lines have
a status of L (Loaded).
FOR A WAREHOUSE COMMITTING TAGS
To load an order complete:
1.
Select the order and carrier.
2.
Press F5 to ship the whole order. The prompt at the bottom of the screen changes to the
following.
SELECT
(F5-SHIPC, F8-TAGS, F10-CANCEL)
3.
Press F8 to display the Committed Tags screen.
4.
Press F8 to adjust tags already committed.
5.
Press SKIP to return to the previous screen.
6.
Press F5 to ship the order complete.
Note that the entire order is loaded and that the In-Transit Status is L (Loaded).
To load a partial order:
The quickest method is to load all lines on the order, and then adjust the line that is to have a partial
order loaded.
1.
Select the order and carrier.
2.
Press F5 to ship the whole order.
3.
Press F8 to display the Committed Tags screen.
4.
Press F8 to adjust tags already committed. This will load all order lines on the carrier.
5.
Press Skip to return to the previous screen.
6.
Press F5 to ship the order complete.
Now adjust the line that is to have a partial order loaded.
1.
Select an order line and press Return to display the line details.
2.
Press Enter to display the In-Transit Shipping Maintenance screen.
3.
In field 01, enter the quantity to be shipped and press Skip to delete the rest of the line.
4.
In field 02, change the quantity to be back ordered or press Return to accept the calculated
quantity.
5.
In field 03, enter comments or press Return to skip the field.
6.
Press F8 to display the Committing Tags screen. The committed and received amounts must
match the amount to be shipped.
7.
Press Skip to return to the Shipping Maintenance screen.
8.
Press F5 to ship the items.
Note the partial order and the In-Transit status for all lines is L.
SET CARRIER STATUS TO SHIPPED
(TSHP/TICS)
Use this program to the carrier status to CIT (In-Transit). You can ship an individual carrier or all
carriers listed on the screen.
You can print a shipment listing when you run this program or later using TISL.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the shipping warehouse number.
To Whse
Enter the receiving warehouse number or
press Skip for All.
Ship Date
The default is the sign on date.
Press Enter to accept the default, or
enter a previous ship date. All carriers
with that ship date will be listed.
Note: The ship date cannot be later than the
sign on date.
Shipping Carrier
Enter the name of a carrier, or press
Skip for All.
WORKING WITH THE PROGRAM
To change the status of one carrier:
1.
Select a carrier if more than one are listed in the screen.
2.
Enter S for Shipped.
3.
Press CMD to update the record, or Skip to start over.
To change the status of all listed carriers (if there is more than one)
1.
Press F10.
2.
Press CMD to update the record, or Skip to start over.
IN-TRANSIT SHIPMENT LISTING (TSHP/TISL)
Use this report to verify carriers with CIT or ARR status.
ENTRY SCREEN
Field
Description
From Whse
Enter the shipping warehouse number or press Skip for All.
To Whse
Enter the receiving warehouse number or press Skip for All.
Shipping Carrier
Enter the name of a carrier, CMD-L to select from a list, or press
Skip for All.
Print All Ship Dates?
From Date Shipped
To Date Shipped
Y – Print all shipping dates, or N to print a range.
Print All Receive Dates?
From Date Received
To Date Received
Print All Order?
From Order No
Thru Order No
Carrier Status?
If you entered N, enter the start and end dates for the range.
Y – Print all receiving dates, or N to print a range.
If you entered N, enter the start and end dates for the range.
Enter Y for all items or N for a range of order numbers.
If you entered N, enter the first and last item numbers of the range.
Enter S for carriers with a shipped (CIT) status or A for arrived
(ARR) status.
Typically, the shipping warehouse will print a report for shipped
status, and the receiving warehouse will print a report for arrived
status.
CONTINUE?
Y – Print the report, or N to exit this screen without printing. Pressing
CMD is the same as entering Y.
Note: You can use the CMD functions at any time in the screen
except at the CONTINUE prompt.
REPORT SAMPLE
The report lists the following:
Carrier name
Dates scheduled to ship and receive
Sign on Id initials
Shipping and receiving warehouses
Order and line numbers
Item number and quantity shipped
IN-TRANSIT INQ. SHIPPING WHSE
(TSHP/TIQS)
Use this inquiry at the shipping warehouse to view orders by status (Open, Closed, or Both), with or
without in-transit lines, or both.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the shipping warehouse number.
To Whse
Enter the receiving warehouse number or press Skip for All.
Order No
Enter the order number or press Skip for All.
Shipping Carrier
Enter the name of a carrier or press Skip for All.
WORKING WITH THE PROGRAM
To select order numbers and carriers:
There are several ways you can select order numbers and carriers after you enter the shipping and
receiving warehouse numbers.
If you know the order number and the carrier name:
1.
Enter the order number in the Order No field.
2.
Enter the name of the carrier in the Carrier field. The order will be displayed with one or
more line items.
If you know the order number but not the carrier name:
1.
Enter the order number in the Order No field.
2.
Press Enter in the Carrier field. All carriers will be displayed.
3.
Select a carrier and press Return. The order will be displayed with one or more line items.
If you do not know the order number and know the carrier name:
1.
Press Enter in the Order No field.
2.
Enter the name of the carrier in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. The order will be displayed with one or more line items.
If you do not know the order number or the carrier name:
1.
Press Enter in the Order No field.
2.
Press Enter in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. All carriers will be displayed.
4.
Select a carrier and press Return. The order will be displayed with one or more line items.
To display transfer order details:
After selecting an order, you can display the details.
1.
Select the shipping and receiving warehouses, order number, and carrier.
2.
Select the order line and press Return. The details for that line are displayed.
3.
Press Enter to return to the previous screen.
4.
Select another order line or press CMD and restart, backup, or quit the program.
IN-TRANSIT RECEIVING (WTIT/TREC)
SET CARRIER STATUS TO ARRIVED (TREC/TICA)
Use this program to change the carrier status from CIT (In-Transit) to ARR (Arrived). This must be
done before you can receive a shipment.
You can print a listing when you run this program, or later using TISL.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the number of the shipping warehouse or press Skip for All.
To Whse
Enter the number of the receiving warehouse.
Recv Date
Enter the “Through Receive” date to list all carriers with a status of CIT
scheduled to be received on or before this date.
The default is the sign on date.
Shipping Carrier
Enter the name of a carrier, or press Skip for all.
WORKING WITH THE PROGRAM
To change the status of one carrier:
1.
If more than one carrier is listed, use the down arrow to highlight it and press Return.
2.
Enter A for Arrive.
3.
Press CMD to update the record, or Skip to start over.
IN-TRANSIT RECEIVING (TREC/TIRV)
Use this program to receive warehouse transfers in-transit. You can print TILS for all in-transit
statuses or by a particular status.
Note:
You cannot receive in-transit transfers until you change the carrier’s status to ARR using
TICA. If you have not changed the status to ARR and you are receiving a transfer, you
will be asked to set the carrier to ARR.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the number of the shipping warehouse.
To Whse
Enter the number of the receiving warehouse.
Order No.
Enter an order number or press Return to list all orders.
Shipping Carrier
Enter the name of a carrier, or press Return to list all carriers.
WORKING WITH THE PROGRAM
To select order numbers and carriers:
When you first display this screen, the cursor is in the Order No field. If you enter an order number,
the program displays shipping and receiving warehouse numbers and the cursor skips to the Shipping
Carrier field.
There are several ways to select order numbers and carriers.
Note:
When you enter a Carrier name and the list of carriers is displayed, an asterisk (*) is
displayed next to the carrier on which the order was shipped.
If you know the order number and the carrier name:
1.
Enter the order number in the Order No field.
2.
Enter the name of the carrier in the Carrier field. The order will be displayed with one or
more line items.
If you know the order number but not the carrier name:
1.
Enter the order number in the Order No field.
2.
Press Enter in the Carrier field. All carriers will be displayed.
3.
Select a carrier and press Return. The order will be displayed with one or more line items.
If you do not know the order number and know the carrier name:
1.
Press Enter in the Order No field.
2.
Enter the name of the carrier in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. The order will be displayed with one or more line items.
If you do not know the order number or the carrier name:
1.
Press Enter in the Order No field.
2.
Press Enter in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. All carriers will be displayed.
4.
Select a carrier and press Return. The order will be displayed with one or more line items.
The carriers loaded with that order will be displayed with an asterisk beside them. They must have a
status of ARR (arrived).
After you select the order number and carrier name, you can receive the whole order or part of the
order. There is an additional step if the warehouse is committing tags.
FOR A WAREHOUSE NOT COMMITTING TAGS
Select the carrier and press Return. The line item details for this order are displayed.
To receive the whole order as shipped:
1.
Press F5 to receive the whole order. The following prompt is displayed:
Do You Wish To Receive into ONE Location?
2.
To receive the entire order to one location:
a)
Type Y and press Return. The following prompt is displayed:
b) Enter Receiving Location
c)
Type the location and press Return.
d) In the SELECT prompt, press F7 to receive the order complete.
3.
To receive the lines to different locations:
a)
Type N and press Return.
b) In the SELECT prompt, press F7 to receive the order complete.
c)
Type the location for line 001 and press Return.
d) Repeat for subsequent lines.
To receive a partial line or order:
1.
Select the line you want to work with and press Return. The details for that line are
displayed.
2.
Press Enter to display the Receiving Maintenance screen.
3.
In field 02, type the amount you want to receive and press Skip to delete the remaining
characters.
4.
To receive the remainder of the order complete, enter F7 to receive. The following prompt
is displayed:
Do You Wish To Receive into ONE Location? (Y/N)
5.
Enter Y or N, and then enter the locations accordingly. The In-Transit Receiving screen is
displayed when you are finished.
The line with the partial received shows the remainder with an in-transit status of P
(Partial).
WAREHOUSE COMMITTING TAGS
Note:
The receiving warehouse cannot change commitments, but it can receive less than was
shipped.
To receive an order complete:
1.
Press F5 to receive the whole order.
2.
Enter Y or N at the prompt “Do You Wish To Receive into ONE Location? (Y/N)”.
3.
If you entered Y, type the receiving location and press Return.
4.
In the SELECT prompt, press F8 to display the Committed Tags screen.
5.
In the Line No. field, enter F8 to adjust tags already committed.
6.
Press Skip to return to the In-Transit Receiving screen.
7.
Press F7 to receive the order complete.
8.
If you entered N at the prompt “Do You Wish To Receive into ONE Location? (Y/N)” in
step 2, the receiving location will be requested for each line of the order.
To receive a partial line or order:
1.
Select the line you want to work with and press Return. The details for that line are
displayed.
2.
Press Enter to display the Receiving Maintenance screen.
3.
In field 02, type the amount you want to receive and press Skip to delete the remaining
characters.
4.
In the SELECT prompt, press F8 to display the Committed Tags screen.
5.
The received and back ordered amount must total the total committed amount.
6.
Press Skip to return to the Receiving Maintenance screen.
7.
Press Skip to return to the In-Transit Receiving screen.
8.
Select another line and press Return.
9.
Press F5 to receive the entire line. The following message is displayed:
All Lines For the Above Order With a Shipped Quantity By
This Carrier Will Be Received. Continue?
10. Enter Y to continue.
11. Enter Y or N at the prompt “Do You Wish To Receive into ONE Location?”.
12. If you entered Y, type the receiving location and press RETURN.
13. In the SELECT prompt, press F8 to display the Committed Tags screen.
14. Press Enter on committed and received quantities, and enter Y if the quantities are correct.
15. Press Skip to return to the In-Transit Receiving screen.
Note that line one shows a status of P (partial), and shows the remaining quantity not received as still
In-Transit.
IN-TRANSIT INQ. RECEIVING WHSE (TREC/TIQR)
Use this inquiry at the receiving warehouse to view orders by status (Open, Closed, or Both), with or
without in-transit lines, or both.
ENTRY/INQUIRY SCREEN
Field
Description
From Whse
Enter the shipping warehouse number or press Skip for All.
To Whse
Enter the receiving warehouse number.
Order No
Enter the order number or press Skip for All.
Shipping Carrier
Enter the name of a carrier or press Skip for All.
WORKING WITH THE PROGRAM
To select order numbers and carriers:
There are several ways you can select order numbers and carriers after you enter the shipping and
receiving warehouse numbers.
If you know the order number and the carrier name:
1.
Enter the order number in the Order No field.
2.
Enter the name of the carrier in the Carrier field. The order will be displayed with one or more
line items.
If you know the order number but not the carrier name:
1.
Enter the order number in the Order No field.
2.
Press Enter in the Carrier field. All carriers will be displayed.
3.
Select a carrier and press Return. The order will be displayed with one or more line items.
If you do not know the order number and know the carrier name:
1.
Press Enter in the Order No field.
2.
Enter the name of the carrier in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. The order will be displayed with one or more line items.
If you do not know the order number or the carrier name:
1.
Press Enter in the Order No field.
2.
Press Enter in the Carrier field. All orders will be displayed.
3.
Select an order and press Return. All carriers will be displayed.
4.
Select a carrier and press Return. The order will be displayed with one or more line items.
To display transfer order details:
After selecting an order, you can display the details.
1.
Select the shipping and receiving warehouses, order number, and carrier.
2.
Select the order line and press Return. The details for that line are displayed.
3.
Press Enter to return to the previous screen.
4.
Select another order line or press CMD and restart, backup, or quit the program.
IN-TRANSIT REPORTS (WTIT/TREP)
IN-TRANSIT LISTING (TREP/TILS)
Use this report to verify the in-transit status and order line details of warehouse transfers.
ENTRY SCREEN
Field
Description
From Warehouse
Enter the number of the shipping warehouse or press Skip for All.
To Warehouse
Enter the number of the receiving warehouse or press Skip for All.
By Item, Carrier or Order?
Enter the code that specifies how you want to sort the report.
I for Item
C for Carrier
O for Order
Print ALL xxxxxx?
Enter Y for all or N for specific, where xxxxxx is Item, Carrier, or
Order, depending on what you entered in the previous field.
From Item No
Thru Item No
If you specified a range of items, enter the first and last numbers in the
range.
Carrier
If you specified a carrier, enter the name of a carrier or press Skip for
All.
From Date Shipped
Thru Date Shipped
From Date Received
Thru Date Received
For a specified carrier, enter the range of shipped and received dates.
From Order No
Thru Order No
If you specified a range of orders, enter the first and last numbers in the
range.
Print For In-Transit
Status
Enter the code that specifies whether you want to print the report for
one status or for all.
C for Completed
L for Loading
P for Partial receipt
I for In-transit
R for received
A for All codes
CONTINUE?
Y – Print the report.
N – Exit this screen without printing.
Pressing CMD is the same as entering Y.
Note: You can use the CMD functions at any time in the screen except
at the CONTINUE prompt.
SAMPLE REPORT BY CARRIER
The report lists the following information:
Shipping and receiving warehouses
Carrier name
Dates scheduled to ship and receive the orders
Order and line numbers
Item numbers, descriptions, and comments
Quantities ordered, quantities received, the balance quantities, and quantities in-transit
In-transit status (3rd column from the right)
Sign on ID of the user who created the shipment, and the date
SAMPLE REPORT BY ORDER
The report lists the same information as the previous report, with this additional information:
Carrier Status (fifth column from the left)
Warehouse transfer status (second column from the right)
IN-TRANSIT ANALYSIS LISTING (TREP/TIAL)
This report lists the details and grand total information for open in-transit orders with the following
status:
L (Loaded)
P (Partially received)
I (In-transit)
Use the report to analyze the status of items that have been or will be shipped, but have not yet been
received.
ENTRY SCREEN
Field
Description
From Warehouse
Enter the number of the shipping warehouse.
To Warehouse
Enter the number of the receiving warehouse, or press Skip for All.
Print ALL Items?
From Item No
Thru Item No
Enter Y for all items or N for a range of part numbers.
Print For In-Transit
Status
If you entered N, enter the first and last item numbers of the range.
Specify whether you want to print the report for one status or for all.
Enter L for Loading, P for Partial receipt, I for In-Transit, or A for All.
CONTINUE ?
Y – Print the report.
N – Exit this screen without printing.
Pressing CMD is the same as entering Y.
Note: You can use the CMD functions at any time in the screen except at the
CONTINUE prompt.
SAMPLE REPORT
The report lists the following information:
Shipping and Receiving warehouses
Warehouse transfer order and line numbers
Item numbers and descriptions
Number of items ordered, shipped, received, the balance, and in-transit
In-transit cost of the item (quantity times unit cost)
Carrier name
Dates scheduled to be shipped and received
Carrier status (Loading, Arrived, In-transit, Shipped, Partial, Cancelled, or New)
Number of items in-transit
In-transit status (Partial, Loaded, or In-transit)
COMMIT TAGS FOR WIP
(WIP/CTW)
The Commit Tags For WIP program (WIP/CTW) commits (assigns) and adjusts the specific Tag
Records to be used when updating inventory activity for each line item on Plating/Rework Orders
Packaging/Kit Orders, and Warehouse Transfer Orders. The Commit Tags for WIP program is
accessed automatically when these types of orders are created and received, and can also be accessed
directly.
Tag Records can be committed:
By Tag Record Number
By Lot Record Number AND Location
By Heat Number AND Location
By Location
By Manufacturing Lot Number AND Location
Tag Records can be uncommitted:
By Tag Record Number
If the System Master File (SYS/IMS) is flagged to not use the Tagging System and a traceable item is
entered on a Work In Process order, the Commit Tags for WIP program is accessed automatically.
If Tag Records have been committed and the Work In Process order is accessed in the Commit Tags
for WIP program, all information regarding committed Tag Records is displayed.
OPTIONS
Commit specific Tag Records to a line item on a Work In Process Order Uncommit specific Tag
Records previously committed to a line item on a Work In Process Order
Adjust the Shipped and Back Ordered Quantities of specific Tag Records previously committed to a
line item on a Work In Process order. This option is available only when receiving.
FILES OR PROGRAMS AFFECTED
Tag File
Tag C File
Item File
ENTRY/INQUIRY SCREEN
Field
Description
Type
K – Commit Tag Records on a Packaging/Kit order.
P – Commit Tag Records on a Plating/Rework order
W – Commit Tag Records on a Warehouse Transfer order.
To exit the program, leave this field blank and press Skip.
From Whse
Enter the warehouse number from which you are committing orders.
This entry must be a valid warehouse number.
From Whse
This field is available only if W is selected as the Type.
Enter the warehouse number to which the order will be committed.
Vendor
This field is available only if P is selected as the Type.
Enter a valid vendor code.
To accept the displayed entry of PL/RW, press Return.
Order No.
Enter the order number. It is not necessary to enter the leading zeros. Do not
enter the dash and the suffix.
When you press Return, the Command-Look Up window displays a list of
in-transit carriers loaded with this order. Use the arrow keys to select a
carrier and press Return.
Error Message:
Invalid Order
Number – SKIP
The Order Number entered is not in the
Work In Process Order File.
Line No.
To return the cursor to the Order No. field, leave this field blank and press
Skip or Return.
To work with the next item flagged as Traceable, leave this field blank and
press F5.
To Auto Commit Tags based on Location, leave this field blank and press
F7.
To automatically adjust Tag Records previously committed, leave this field
blank and press F8. (If this option is used, the Tag Records previously
committed to each line item on the order are adjusted based on the shipped
and back ordered quantities entered).
To search through the line numbers, beginning with the number entered,
press F1.
To scroll forward to the next line number, press F3.
To accept the displayed line number, press F5.
Error Messages:
Complete Quantity
For This Line Was not
Committed
Automatically – Must
Check Manually
The Adjust Committed Tags option was
selected and insufficient Tag Records
were committed for the Line Item
displayed.
Press Skip to acknowledge this message.
The Tag Records that the system could
commit are displayed.
Investigate the problem and correct it
before trying to commit Tag Records
again.
End of Order – SKIP
To Enter New Line
The scrolling function has been used to
display Line Items and all Line Items
have been displayed.
Press Skip to acknowledge this message
and begin again.
Invalid Line Number
– SKIP To Re-enter
A Line Number that is not on the
specified order has been entered.
Press Skip to acknowledge this message
and begin again.
Line Has Traceable
And Non Traceable or
Certified and NonCertified Receipts
A line has been found with traceable and
non-traceable or certified and noncertified receipts. You cannot mix
traceable and non-traceable material or
certified and non-certified material.
This Line Item is
Completed – SKIP
The item specified no longer has a
quantity remaining on order.
Press Skip to acknowledge this message
Location
This field is displayed only if the Auto Commit Tags option is selected:
Once a Location is entered, the system automatically commits Tag Records
with the specified Location on a First In, First Out (FIFO) basis.
If you do not want to use the Auto Commit Tags option, leave this field
blank and press Skip or Return.
Location Correct?
This field is displayed only if the Auto Commit Tags option is selected:
Y – The location is correct.
N – The location is not correct and you want to re-enter it.
Tag No.
To return the cursor to the Line No. field, leave this field blank and press
Skip or Return.
To commit tags by a method other than Tag Record Number, leave this field
blank and press F6. If this option is selected, the cursor will move to the
Commit Tags By Field (at the bottom of the screen). Once the method has
been selected, the cursor returns to this field; a reminder displays at the
bottom of the screen (e.g. enter Tag Location of Heat Number to be used).
To access the Show Orders Committed To A Tag program (TAG/SOC),
leave this field and press F7. See the Tagging System section of the manual
for detailed information regarding this program.
To return to the Commit Tags for Orders program, press Skip at the Tag
No. field.
To access the Buy History Maintenance program (IM/BHM), leave this field
blank and press F8. Use this option to determine Tag Record numbers (only
Status 2 Tag Records display). See the Inventory Management section of the
manual for detailed information regarding this program.
To return to the Commit Tags for Orders program, press Skip at the Select
field.
Note: If committing by Tag Record Number or Lot Record Number: 11
numeric, the cursor then moves to the Committed field. If committing by
Location: 8 alphanumeric, once the Location has been entered, the Tag
Records that the system commits display. If committing by Mfg. Lot
Number or Heat Number: 30 alphanumeric, the cursor then moves to the
B/Order field.
Error Messages:
Complete Quantity
For This Line Was not
Committed
Automatically – Must
Check Manually
Sufficient Tag Records to cover the full
Ordered Quantity could not be
committed for the Line Item displayed.
Press Skip to acknowledge this message.
The Tag Records that the system could
commit are displayed.
Investigate the problem and correct it
before trying to commit Tag Records
again.
P.O. Has Not Been
Received Yet
Commit Tags By
A Status 1 Tag Record has been
specified. Status 1 Tag Records cannot
be committed to Work In Process
Orders. Enter a valid Status 2 Tag
Record Number.
This field is displayed at the bottom of the screen only if the Change
Method option (F6) is selected at the Tag No. field.
H – Heat No. in the Lot Record and Tag Record Location
F – FASPAC Lot Control Record Number and Tag Record Location
L – Tag Record Location
M – Mfg. Lot No. in the Lot Record and Tag Record Location
T –Tag Record Number
To return the cursor to the Line No. field, leave this field blank and press
Skip or Return.
Note: Tag Records can be UNCOMMITTED only be Tag Record Number.
Once a selection is made, the cursor returns to the Tag No. field.
Committed
Enter the committed quantity
To UNCOMMIT the Tag Record, leave this field blank and press Skip.
If the Lot Record Number/Location option was selected in the Commit Tags
By Field, this reminder displays at the bottom of the screen: Enter Tag
Location of Lot Number To Be Used – SKIP to Re-enter.
Either enter a valid Stock Location or leave the field blank to re-enter the
Lot Control Number. When a Stock Location is entered, the *wild card
option can be used.
Error Messages:
Cannot Commit More
Than have Ordered or
Total Shipped +
Backorder
The total Committed Qty for the displayed
Line Item is greater than the Qty Ordered
or than the sum of the Qty Shipped plus
the Qty B/O.
Cannot Commit More
Than Have Stock For
– SKIP
Press Skip to acknowledge this message.
You are trying to commit a quantity larger
than the specified Tag Record has
available (On Hand Less Committed).
Press Skip to acknowledge this message.
Either use a different Tag Record or enter
a quantity equal to or less than the
specified Tag Record has available.
Received
This field is available only when a Line Item is being received or when a
Tag Record is being uncommitted.
Enter the received quantity.
Error Message:
Qty Receiving Is
Greater Than Work
Order Qty Being
Received – SKIP
The quantity entered as the Tag Record’s
Received quantity brings the total
Received on Tag Records to a quantity
greater than was shipped for the displayed
Line Item.
Press Skip to acknowledge this message
and enter Tag Records with Committed
Quantities that add up to the Line Item’s
Qty Received.
B/Order
Enter the back ordered quantity. This option is available only when a Line
Item is being received.
If either the Heat Number/Location option or the Mfg. Lot
Number/Location was selected in the Commit Tags By field, this remind
displays at the bottom of the screen: Enter Tag Location of __ Number to
Be Used – SKIP to Re-enter. Enter either a valid Stock Location or leave the
field blank to re-enter the Lot Control Number. When entering a Stock
Location, the *wildcard function can be used.
Error Messages:
Invalid Stock/Bin
Location Entered –
The System Master File (SYS/IMS) is
flagged to use the Validate Stock
Qty Back Ordered Is
Greater Than Work
The quantity entered as the Tag Record’s
B/Order quantity brings the total B/Order
quantities that add up to the Line Item’s
Qty Back Ordered.
Qty Received + Qty
Back Ord Must Be
Equal To Qty
Committed – SKIP
Physical Inventory in
Progress. Cannot
Change Stock/Bin
Location – RETURN.
The Committed Qty does not equal the
sum of the Qty Received and the Qty B/O.
Press Skip to acknowledge this message.
Enter a valid Committed Qty.
The System Master File (SYS/WAS) is
flagged to use the Stop Inventory
Transactions After Freeze option and the
Location entered has been frozen through
the Physical Inventory Freeze program
(PHY/FRE).
Press Return to acknowledge this
message, enter a Stock Location that is not
frozen.
This Stock/Bin
Location Is Being
Deleted – SKIP To
Continue
The Stock Location Record (TAG/LM)
has been flagged to be deleted so that it
can no longer be used.
Press Skip to acknowledge this message,
enter an active Stock Location.
Are Quantities
Correct?
B – Change the Location on selected Tag Records. The cursor moves to the
Location field.
Y – Quantities entered are recorded as entered.
N – Quantities entered are incorrect.