A number of options are available to select the proper orders to release to the warehouse, as can be seen from the screen shot below.
Some of the more frequent ways will be by customer number or range, by requested ship date range, by P O Number and by Chain Code.
By selecting specific Chains, you will see additional options which will be shown. For future shipping flexibility, the number of cartons and weight are being shown.
The orders meeting the criteria are selected for you. In addition, a color coded concept shows whether ALL lines are fully shippable, some need to be assessed for OTHER orders in house, and some lines having no stock at all.
green - ALL line items are in stock
red - Some line items have NO stock
blue - Some line items do NOT have enough stock to satisfy ALL orders in
By double clicking on any given order, you will see ALL line items on that order for you to be able to make some of your release decisions.
Since you would not know what other customers have orders outstanding for the same item that may be more important to fill than this particular customer, you may AGAIN double click on any given line item to see ALL of the open orders in house for that item.
Your specific order is shown in green, with other orders color coded for other action items. You may continue to manipulate how you want to allocate the items that you DO have in stock, by checking the “Remove this Order” from the allocation queue BUTTON.
The Inventory Action Report is a powerful tool to review a number of things pertaining to your Inventory stock on hand.
There are three usages for this report:
- Review low stock items in the regular course of the re-ordering process. (Business Rule # 3)
- Concern that stock may not be received in time to meet customer’s order requirements, Business Rule # 1, and
- Vendor Purchase Orders have been placed when there is no customer order recorded. Business Rule # 2 – Overstock
Typically, entering the number of months you wish the system to utilize in determining how much stock will be needed during the lead time it takes to get the item ordered again. (Unusual sales are excluded.)
To provide a cushion, or safety stock, you can add number of weeks you wish to utilize in your calculations.
The report shows summary information for each Inventory Item, as well as Open Customer Orders and Open Purchase Orders/In Transits. This block of information is shown below.
This tab allows for a number of verified as well as unverified pieces of information. This deals with the port and eventual warehouse this shipment will be going to, a number of key dates, a number of costs (stated as either in percentage {%} or dollar amount), Broker information, and Trucker (SCAC) information. Additional Free Form text is contained by pushing the ADDITIONAL PARAMETERS Push Button. All of this information is vital for this information recap screen.
Once additional steps are done, as discussed below, this screen also launches the report (both in trial and final form) as well as allow you to maintain Port, Broker, and Trucker (SCAC) codes and the associated information.
 |
All eligible PO’s can be selected. These are shown on the left side of the screen. You may look at what is on the PO by moving your mouse on the line of the PO of interest. In this case the mouse is on PO 05033, and 5 lines are displayed. However, one is blocked out (shown in pink) as it is already associated with a CCRI#, hence, it can not be brought up again (unless additional quantities are available for shipment). |
 |
In the above example, the 4th line is selected (check mark next to displayed line). |
 |
Press Process Selected Lines when those are the lines you wish to include on a CCRI#. |
In our example, we have also chosen another line item from a different PO.
(PO 08371) And, we processed that selected line.
The result is that two lines from two different POs will be shown as part of an In Transit shipment which we will be expecting on and around dates previously specified in the MAIN Tab. This is shown below.
This Tab shows the results of the line items which are to be received on a specific CCRI#. The original quantity on order is shown, along with the quantity which will be shown as ‘In Transit.’
