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Epicor ERP

Multi-Site Management Course10.0.700.2



Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with

regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws

and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor® is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of

Epicor Software Corporation.

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Contents

Multi-Site Management Course.............................................................................................4

Before You Begin....................................................................................................................5

Audience.........................................................................................................................................................5

Prerequisites....................................................................................................................................................5

Environment Setup..........................................................................................................................................6

Workshop Constraints..............................................................................................................................6

Overview.................................................................................................................................7

Application Setup...................................................................................................................9

Company Configuration................................................................................................................................10

Site Maintenance...........................................................................................................................................10

Workshop - Verify the Site......................................................................................................................11

Site Configuration..........................................................................................................................................11

Workshop - Modify the Site Configuration..............................................................................................13

Part Maintenance...........................................................................................................................................13

Workshop - Create a Transfer Part..........................................................................................................16

Workshop - Adjust Warehouse Quantities...............................................................................................17

Transfer Definitions........................................................................................................................................18

Transfer Resources.........................................................................................................................................18

Workshop - Transfer a Resource Group and Warehouse..........................................................................19

Daily Multi-site Processing...................................................................................................20

Workshop - Enter a Sales Order for a Transfer Part.........................................................................................20

Workshop - Process MRP...............................................................................................................................21

Process MRP...........................................................................................................................................21

Evaluate MRP Results..............................................................................................................................21

Workshop - Create a Transfer Order..............................................................................................................22

Workshop - Ship a Transfer Order..................................................................................................................22

Create a Transfer Order Shipment...........................................................................................................23

Print the Packing Slip..............................................................................................................................23

Workshop - Receive a Transfer Order.............................................................................................................23

Reports and Trackers......................................................................................................................................24

Reports...................................................................................................................................................24

Trackers..................................................................................................................................................25

Conclusion.............................................................................................................................27

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ContentsMulti-Site Management Course



Multi-Site Management Course

This course reviews Multi-Site concepts and reporting. Course topics include master table setup, transfer orders,and required planning and manufacturing that takes place in a multi-site environment. You will also learn about

site transfer definitions and how this is set up.Hands-on workshops guide you through the setup and processes.

Upon successful completion of this course, you will be able to:

• Identify the company configuration and master files that relate to the Multi-site process flow.

• Utilize a multi-site environment in the Epicor application.

• Explain the process and transaction flow for the Multi-site process.

• Establish sites that manufacture goods for other sites.

• Outline the site structure in the application.

• Pass transactions between sites and monitor automatic data value updates.

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Multi-Site Management CourseMulti-Site Management Course



Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• Cost Accountant

• CFO/Controller

• AP Clerk

• AR Clerk

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your trainingenvironment. For more information on the modules available, contact your Epicor Customer Account Managerat [email protected]. It is also important you understand the prerequisite knowledge contained in othervaluable courses.

• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.Designed for a hands-on environment, general navigation principles and techniques available in two userinterface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and

guide you through each navigational principle introduced.• Manufacturing Foundations Course - The Manufacturing Foundations course introduces you to the principal

building blocks in establishing a strong manufacturing environment. This course discusses the necessaryprerequisites involved with efficient production floor configuration.

• Knowledge Camp Course - This course provides a high level overview of the quote to cash flow throughthe Epicor application. You begin with how to create a quote, process it as an order, and fill the order acrossproduction planning and purchasing. The course also covers the manufacturing plan and shipment of partsto a customer, as well as how to process invoices, enter cash receipts, and generate supplier payments.

• Job Management Course - This course describes the features and functionality of the Job Managementmodule. Job Management provides a comprehensive manufacturing control system designed for routing,scheduling, costing, and tracking custom or repetitive parts produced for inventory or shipped to the customerfrom the site floor.

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Before You BeginMulti-Site Management Course



Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfullycomplete the workshops in this course.

Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experienceEpicor functionality in action but does not affect data in your live, production environment.

The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:

• Your Epicor training icon (or web address if you are using Epicor Web Access) points to yourEpicor training environment with the Epicor demonstration database installed. Do not completethe course workshops in your live, production environment.

Note It is recommended that multiple Epicor demonstration databases are installed. ContactSupport or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same service pack and patch as the Epicorapplication. Epicor's education team updates the Epicor demonstration database for each service packand patch. If your system administrator upgrades your Epicor application to a new service pack or patch,he or she must also download the corresponding Epicor demonstration database from EPICweb > Support> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completingthe course workshops.

• Your system administrator restored (refreshed) the Epicor demonstration database prior tostarting this course. The Epicor demonstration database comes standard with parts, customers, salesorders, and so on, already defined. If the Epicor demonstration database is shared with multiple users(that is, the database is located on a server and users access the same data, much like your live, productionenvironment) and is not periodically refreshed, unexpected results can occur. For example, if a courseworkshop requires you to ship a sales order that came standard in the Epicor demonstration database,

but a different user already completed this workshop and the Epicor demonstration database was notrestored (refreshed), then you will not be able to ship the sales order. Epicor's education team has writtenthe course workshops to minimize situations like this from occurring, but Epicor cannot prevent usersfrom manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged into yourtraining environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main site.

Workshop Constraints

The workshops in this course can be performed only once in each instance of a restored (refreshed) database. Ifa user has already completed these workshops in the database, the database must be restored (refreshed) beforeanother user can complete this course.

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Multi-Site Management CourseBefore You Begin



Overview

The Multi-Site module provides the framework necessary to operate multiple site entities with the desiredinfrastructure vital for day-to-day operations. Multi-Site Management provides support for customers and suppliers

that are part of the overall company and allows production facility separation.A multi-site environment consists of separate site (manufacturing facility) records maintained within a singlecompany. Use this functionality when you have multiple production centers within a company; each site recorddefines the costing methods, inventory quantities, and scheduling parameters it requires to produce parts. Likethe Multi-Company environment, you directly connect sites and then pass data between the outbound andinbound tables. However, if the sites reside within companies on separate databases, you will need to installMicrosoft ServiceBus to move global records between these sites.

Definition of Terms

This section provides general descriptions of the high-level concepts involved in multi-site, multi-warehouseenvironments.

Company - A legal financial entity. For example, in the USA, if an entity has a different Federal Tax ID, it shouldbe a separate company in the Epicor application.

Site - A physical facility containing, for example, inventory and production lines. Typically, sites are separated bysome distance and site-to-site transfers involve some "in-transit" period. A company can contain several sites.

Warehouse - A stocking point (logical or physical) for purposes of material management and financialmanagement. Warehouse to warehouse transfers within the same site cross an imaginary line and immediatelyarrive in the destination warehouse. Warehouses can be shared between sites.

Bin - An arbitrary sub-division of a warehouse, and unique location for physical goods.

The items listed below are key multi-site environment features.

Multi-site Implementation

A multiple site implementation is based on the physical manufacturing locations within a company. If a companyhas two production facilities, it makes sense to create separate site entities in the application. This allowsmanufacturing and inventory costs to be broken out by the facility that creates or stocks the product.

A Site in the Epicor application has its own:

• Site Cost ID

• Warehouses (can be shared with other sites)

• Site Transfer Definitions

Unlimited Hierarchy

You can set up numerous company-site relationships. You must consider how you should best leverage thisfunctionality within your organization. Does your company need to be set up with a series of separate companies,with separate sites, or a combination of both companies and sites? Define the relationships between companiesand sites. Each organization can have a parent company/site, which can also have multiple child companies/sites.Each site can be independent but also be part of a company with multiple sites.

You create sites through two maintenance programs. You enter the primary site record through Site Maintenance.Use this program to define the various planning, costing, and transfer parameters required for the site. You thenfurther define how each site interacts with various modules and its various warehouses within Site ConfigurationControl.

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OverviewMulti-Site Management Course



Global Customers, Parts, and Suppliers

Define customers, parts, and suppliers that can be used in both sites. These entities can have records transferredand maintained between sites. Customers and suppliers are shared by sites within one company automatically;however, parts must be set up to signify in which site(s) the part is used.

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Multi-Site Management CourseOverview



Application Setup

This section reviews the most common company configuration factors and maintenance program factors applicableto a Multi-Site environment.

There are several areas that require default values in order to define the multi-site relationship.

Company Configuration

The Modules > All Modules > General sheet in Company Configuration requires the following values bedefined:

• Default Site

• Site Cost ID

• Site Warehouses

Three warehouses are defined at the company level:

•General Warehouse

• Receiving Warehouse

• Shipping Warehouse

Part Maintenance

Part Maintenance contains values specific to each site in which the part is located. Not all fields are discussed,but the following fields are required for a Multi-Site environment:

• Site

• Primary Warehouse

• Costing Method

• Type (Manufactured, Purchased, Transfer)

Site Configuration Control

Site Configuration Control defines details that surround the site facility. These values signify how the siteconducts manufacturing and distribution transactions. The following are some of the areas defined:

• Site Warehouse Defaults

• Data Collection Defaults

• Field Service Defaults

• Production Yield

• Shared Warehouses

• Transfer Resources

Transfer Definitions

Transfer Definitions define the General Ledger accounts that incur transactional costs when transfer transactionstake place. The following are some of the areas defined:

• To Site

• InterDivisional Accounting

• Transfer Order Number Prefix

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Application SetupMulti-Site Management Course



Company Configuration

In Company Configuration, establish multi-site management options.

Many Company Maintenance fields are discussed in this course. Further details and definitions are found in the

Application Help.

All Modules

The Modules > All Modules > General sheet contains specific fields to create defaults in the application.

Default Site

This is the default site for parts created in Part Maintenance.

Site Cost ID

The Site Cost ID references cost sets. Use cost sets to determine the cost for all parts within a site. Multiple sitescan share the same Site Cost ID.

Default Warehouse

• General

This field is the default warehouse for parts entered in Part Maintenance. A minimum of one warehouse isrequired to use Part Maintenance.

• Receiving

These fields are the default warehouse and bin for receiving material in Receipt Entry. These fields are onlythe Receipt Entry defaults and can be changed at the point of receipt entry.

• Shipping

These fields are the default warehouse and bin for shipping material in Customer Shipment Entry. These fieldsare only the Shipment Entry defaults and can be changed at the point of shipment entry.

The Receiving and Shipping warehouse information is required only if the Advanced Materials Management(AMM) module is licensed.

Menu Path

Navigate to this program from the Main Menu:

• System Setup > Company/Site Maintenance > Company Configuration

Site Maintenance

Use Site Maintenance to add and update sites available in the current company.

A site must contain at least one warehouse. If a warehouse is shared by multiple sites, the material in the warehouseis available to all sites that share the warehouse.

Note Site information is maintained in two programs: Site Maintenance and Site Configuration Control.

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Multi-Site Management CourseApplication Setup



The Site Maintenance > Detail > Detail sheet contains settings for Planning, Costing, and Transfer RequirementPlanning specific to a site.

• Auto Create Transfer Order on Firming Requirements

If this check box is selected, transfer orders will be created when the requirement is marked as firm.

• Single Line Per Transfer Order

When selected, each transfer order suggestion becomes a separate transfer order. For example, if a site hasthree transfer order suggestions that become transfer orders, three separate transfer orders are created.

• Allow Shipments Without A Transfer Order

When selected, and the site attempts to ship without a transfer order, the application warns, stops, or allowsyou to ship.

• Auto Confirm Window Days

Specifies the number of days from the current date that unfirm transfer order suggestions are automaticallyverified, firmed, and converted to transfer orders.

Menu Path


• System Setup > Company/Site Maintenance > Site Configuration

Important This program is not available in the Epicor Web Access.

Workshop - Verify the Site

In this workshop, verify settings in the Main Site.

Navigate to Site Maintenance.

Menu Path: System Setup > Company/Site Maintenance > Site Maintenance

1. In the Site field, search for and select Main Site.

2. Verify the Auto Create Transfer Order on Firming Requirements check box is selected.

3. For Allow Shipments without a Transfer Order, verify Allow is selected.

The Planning section displays the production calendar for this site. All resource groups in this site use thiscalendar unless assigned a different calendar.

4. Exit Site Maintenance.

Site Configuration

Use Site Configuration Control to set up how each site interacts with various functions like InventoryManagement, Production Management and Shipping/Receiving.

The Modules > Inventory Management > General > Detail sheet contains settings for Site WarehouseDefaults, Data Collection Defaults, and Field Service Defaults.

• Receiving

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This is the default warehouse and bin for Receipt Entry.

• Shipping

This is the default warehouse and bin for Customer Shipment Entry.

• General Warehouse

This is the default warehouse for this site.

• Calc Idle Time

When selected, this feature calculates idle time for resource groups in this site.

• Time Zone Offset

This is the number of time zones between the server and the site. Data Collection uses the server time forlabor times.

• Resource Group

This is the default Resource Group for the site and is available if Calc Idle Time is selected.

• Indirect Labor

This is the Indirect Labor code for the site and is available if Calc Idle Time is selected.

The Modules > Production Management > General sheet defines prefixes for Kanban, Unfirm, and Firm jobnumbers. Additionally, set the Production Yield and Material Requirements Planning (MRP).

• Unfirm Job Prefix

This is added to unfirm jobs generated during MRP processing.

• Firm Job Prefix

This replaces the Unfirm Job Prefix during MRP processing.

• Production Yield Default

This recalculates the production yield for jobs that use parts in this site. This occurs when specific job operations

result in under-production.• Adjust Job Quantities

This automatically applies a quantity adjustment to a job.

• Send Adjustment Alert

This automatically sends an alert if a job requires a quantity adjustment.

The Modules > Inventory Management > Shared Warehouses sheet links warehouses together in order toissue and receive parts between them.

Menu Path

Navigate to this program from the Main Menu:• System Setup > Company/Site Maintenance > Site Configuration


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Workshop - Modify the Site Configuration

In this workshop, configure the Main Site to insure default warehouses are specified, and verify other configurationdetails.

Navigate to Site Configuration Control.

Menu Path: System Setup > Company/Site Maintenance > Site ConfigurationImportant This program is not available in the Epicor Web Access.

1. In the Site field, search for and select the Main Site.

2. Navigate to the Modules > Inventory Management > General > Detail sheet.

3. In the Site Warehouse Defaults section, verify all the fields are populated.

4. In the Data Collection Defaults section, verify the Calc Idle Time check box is selected.

5. In the Resource Group field, select Shop General.

6. In the Indirect Labor field, verify Idle Time Default defaults.

7. Navigate to the Modules > Inventory Management > Transfer Definition > Detail sheet.

8. In the To Site field, verify EVN displays.

9. In the Estimated Transfer Days field, enter 3.

10. In the Default Transfer Ship Via field, select Company Truck.

11. Click Save.

12. Exit Site Configuration Control.

Part Maintenance

Part Maintenance contains part details that include inventory, purchasing, and warehouse information.

Part

The Part > Detail sheet contains general information about the part.

Part

This is a unique part number.

Description

Information entered in this field is used to search for a part.

Search

The first eight characters of the Description field populate this field but can be overwritten.

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Type

• Manufactured

• Purchased

• Sales Kit

This field indicates if the part is purchased, manufactured, or a sales kit. This information is used as a selectioncriterion on various reports and searches. It does not restrict the use of this part. A manufactured part can be

purchased or a purchased part can be manufactured. The Type selected on the Part > Sites > Detail sheetsupercedes the Type selected on the Part > Detail sheet.

Group

Product groups classify different part types. These classifications are used for general ledger and sales analysis.

Global

When selected, this indicates the part is shared and can be transferred by multiple companies.

Quantity Bearing

When selected, the part retains full inventory functionality, allowing transactions to and from stock to affect theinventory balance of this part. If this option is not selected, the application does not maintain an on-hand quantity

for this part. The part must be marked as aNon-Stock

item before you can clear the quantity bearing checkbox.

Non-Stock Item

This determines how part requirements are satisfied.

• If a Manufactured part is Non-Stock, the part is not normally stocked; therefore, all requirements are satisfiedby jobs. If the requirement is from a sales order, that order is linked to a job which is satisfied by demand. Ifthe requirement is from another part (for example, the current part is a sub-assembly), create a sub-assemblylevel on the same job to satisfy demand.

• If a Manufactured part is Stock, all requirements are satisfied from inventory and allocations are created topull the material on its need date. Requirements include any minimum, maximum, and/or safety stock levelsas well as requirements from sales orders or other jobs.

• If a Purchased part is Non-Stock, the part is not normally stocked; therefore, all requirements are satisfiedby purchase orders that link to the job which created the requirement. This creates a purchasing suggestionfor the part.

• If a Purchased part is Stock, all requirements are satisfied from inventory and allocations are created to pullthe material on its need date. Requirements include any minimum, maximum, and/or safety stock levels aswell as requirements from sales orders or jobs.

• If a Sales Kit is Non-Stock, the parent kit part is not normally stocked. This does not create a manufacturingsuggestion as sales kits are not manufactured.

• If a Sales Kit is Stock, all requirements are satisfied from inventory and allocations are created to pull thesales kit components on the parent kit part's need date. Requirements include any minimum, maximum,and/or safety stock levels as well as requirements from sales orders or other jobs for the kit components.

Sites

The Part > Sites > Detail sheet contains site-specific information about a part. This sheet includes the site name,associated primary warehouse, transfer information, manufacturing information, and purchasing information.This allows a part to have different specifications based on the site for which it is manufactured or purchased.

Type Detail

This allows the part to be a specific type for each site.

• Purchased - The part is purchased if it is needed in this site.

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• Manufactured - The part is manufactured in this site to satisfy demand in the site.

• Transfer - The part is manufactured in one site but can be sold and shipped from other sites. This requiresthe producing site to manufacture and transfer the part to the site(s) that requires the part.

If this part is Purchased or Manufactured in this site, a requirement for this part creates a Purchase Suggestionor a Manufacturing Suggestion, respectively.

If this part is a Transfer part, a requirement for this part results in a Transfer Order Suggestion from the supplying

site and a manufacturing or purchase suggestion in that site.Inventory

The Inventory section contains fields to determine on-hand stock levels, such as the minimum, maximum, andsafety stock balances at the site level.

MRP Planning

The MRP Planning section contains fields relevant to Material Requirements Planning (MRP) job creation, such asthe minimum and maximum job sizes at the site level.

• Min Lot Size - If a job requirement is below this number, it is rounded up. In a standard cost environment,this lot size should equal the costing lot size. For example, if four parts are required and the Min Lot Size is10, MRP creates a job for 10 parts, six of which are added to stock.

• Max Lot Size - This is the maximum lot size for a job. For example, if MRP creates an unfirm job for 100 partsand the Max Lot Size is 40, three jobs are created: two for 40 parts and one for 20 parts.

• Multiple - MRP rounds up the quantity to this number if the recommended job is for less than one multiple.

The Min Lot Size and Max Lot Size values must be a multiple of the value in the Multiple field, if a value exists.

• Costing Lot Size - Use this field to define the quantity required to justify setup costs. This value is used duringthe Cost Rollup calculation to distribute setup costs.

• Days of Supply - This field works with inventory items as well as with jobs. It represents the number of daysof demand for which the system will combine inventory refill orders or production jobs.

Example There is demand for 1 manufactured unit per day for the next five days.

• If the Days of Supply is set to 1, the system will create five production jobs for 1 unit each.

• If the Days of Supply is set to 2, the system will create one production job to cover the first twodays, one to cover the next two days, and one to cover the final day.

• If the Days of Supply is set to 3, the system will create one production job to cover the first threedays, and one job to cover the next two days.

• If the Days of Supply is set to 4, the system will create one production job to cover the first fourdays, and one job to cover the final day.

• If the Days of Supply is set to 5 or more, the system will create one production job to cover all fivedays.

Availability

• Process MRP - When selected, MRP processes this part.

• Generate PO Suggestions - When selected, Purchase Order (PO) suggestions are processed for this part.

Short Horizon Planning

• Horizon Days - Use this field to indicate a short horizon using the lot sizes in this section for MRP processingrather than the part's standard lot sizes in the MRP Planning section of this sheet. If a job's due date is lessthan or equal to today plus (+) these short Horizon Days, the Min Lot Size and Max Lot Size informationin this section is used during MRP processing. All other planning parameters, such as the lot multiple, remainthe same. If this field is not populated, the lot size fields in this section are ignored.

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• Min Lot Size - Use this field to indicate the minimum lot size to use during the short horizon for MRPprocessing. If Horizon Days are entered and a job's due date is less than or equal to today plus (+) thoseHorizon Days, this Min Lot Size information is used during MRP processing rather than the Min Lot Size in theMRP Planning section of this sheet. If the Horizon Days field is not populated, this Min Lot Size field is ignored.

• Max Lot Size - Use this field to indicate the maximum lot size to use during the short horizon for MRPprocessing. If Horizon Days are entered and a job's due date is less than or equal to today plus (+) thoseHorizon Days, this Max Lot Size information is used during MRP processing rather than the Max Lot Size in

the MRP Planning section of this sheet. If the Horizon Days field is not populated, this Max Lot Size field isignored.

• Days of Supply - This field works with inventory items as well as with jobs. It represents the number of daysof demand for which the system will combine inventory refill orders or production jobs. What makes thisdifferent from the MRP Planning Days of Supply field is that this field is used to record the short horizon orderlead time for the part.

Menu Path


• Material Management > Inventory Management > Setup > Part

• Material Management > Purchase Contracts Management > Setup > Part

• Material Management > Purchase Management > Setup > Part

• Material Management > Supplier Relationship Management > Setup > Part

• Production Management > Engineering > Setup > Part

• Production Management > Job Management > Setup > Part

• Production Management > Material Requirements Planning > Setup > Part

• Production Management > Quality Assurance > Setup > Part

• Sales Management > Configurator Management > Setup > Part

• Sales Management > Demand Management > Setup > Part

• Sales Management > Order Management > Setup > Part

•

Service Management > Field Service > Setup > PartFor CRM users, the Main Menu appears as:

• Customer Relationship Management > Configurator Management > Setup > Part

• Customer Relationship Management > Order Management > Setup > Part

Workshop - Create a Transfer Part

In this workshop, create a transfer part in the Main site.

Navigate to Part Maintenance.

Menu Path: Material Management > Inventory Management > Setup > Part

1. From the New menu, select New Part.

2. In the Part field, enter DCD-XXX (where XXX are your initials) and press Tab.

3. In the Description field, select Frame Rail XXX (where XXX are your initials).

4. In the Type field, select Manufactured.

5. In the Group field, select Fabricated.

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6. In the Class field, select FG-Fabricated.

7. Click Save.

8. Select the Global check box.

9. Navigate to the Part > Revisions > Detail sheet.

10. From the New menu, select New Part Revision.

11. In the Rev field, enter A.

12. In the Description field, enter Initial Design.

13. Click Save.

14. Navigate to the Part > Sites > Detail sheet.

15. From the New menu, select New Site.

16. In the Site field, select Evanston.

17. In the Primary Warehouse field, select Evanston - Main.

18. In the Type Detail pane, in the Type field, select Transfer.

19. In the Type Detail pane, in the Site field, select Main.

20. In the Transfer Lead Time field, enter 1.

21. Click Save.

22. On the Part > Sites > Planning sheet, verify the Process MRP check box is selected.

23. In the tree view, select the Main site.

24. On the Part > Sites > Planning sheet, verify the Process MRP check box is selected.

25. Exit Part Maintenance.

Workshop - Adjust Warehouse Quantities

In this workshop, adjust warehouse quantities for the DCD-XXX part (where XXX are your initials).

Navigate to Quantity Adjustments.

Menu Path: Material Management > Inventory Management > General Operations > Quantity Adjustment


2. In the Date field, verify today's date defaults.

3. In the Warehouse field, verify Main defaults.

4. In the Bin field, enter 01-01-01 and press Tab.

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5. In the Quantity field, enter 100.

6. In the Reason field, select Non-Conforming-General.

7. Click the Adjust button.

8. In the Warehouse Bins grid, in the On Hand column, verify the correct on hand quantity displays.

9. Exit Quantity Adjustments.

Transfer Definitions

Transfer definitions define settings for the transfer of inventory between sites. Set up new definitions in SiteConfiguration Control.

The Modules > Inventory Management > Transfer Definition > Detail sheet defines parameters for transferorders to another site.

To Site

• To Site - The destination site

• Estimated Transfer Days - The number of days required to transfer resources to the destination site

• Default Transfer Ship Via - The default transportation method used to ship resources to the destinationsite

• Transfer Sales Category - The sales category used for transfers to the destination site

Posting

When selected, transfer order transactions post to the general ledger using InterDivisional Accounting.

Transfer Order Number

This is the prefix used for transfer order numbers for easy identification.

Menu Path




Transfer Resources

Resource Groups, and even warehouses, can be transferred between sites using Site Configuration Control.

The Modules > Inventory Management > Transfer Resources sheet allows the transfer of resource groupsand warehouses to another site. When resource groups or warehouses are moved to another site, they are nolonger available in the previous site.

To Remote Site - The destination site of the resources or warehouses being transferred

Available Resource Groups - The resource groups available to be transferred from the current site

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Available Warehouses - The warehouses available to be transferred from the current site

Selected Resource Groups - The resource groups selected to be transferred to a site

Selected Warehouses - The warehouses selected to be transferred to a site

Menu Path




Workshop - Transfer a Resource Group and Warehouse

In this workshop, transfer a resource group and warehouse to another Site.

Navigate to Site Configuration Control.

Menu Path: System Setup > Company/Site Maintenance > Site Configuration


1. In the Site field, search for and select the Main Site.

2. Navigate to the Modules > Inventory Management > Transfer Definition > Detail sheet.

3. In the Transfer Order Number Prefix field, enter EVN.

4. Click Save.

5. Navigate to the Modules > Inventory Management > Transfer Resources sheet.

6. In the To Remote Site field, verify Evanston defaults.

7. In the Available Resource Groups pane, select Shop General.

8. Click the single right arrow button to move the Shop General resource group to the Selected ResourceGroups pane.

9. Click the Transfer Resources button.

10. In the Available Warehouses pane, select Production Floor.

11. Click the single right arrow button to move the Production Floor warehouse to the Selected Warehouses

pane.

12. Click the Transfer Resources button.

13. Click Save and exit Site Configuration Control.

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Daily Multi-site Processing

This section features workshops which cover the transfer of material between sites, as well as many reports andtrackers involved in the Multi-Site module.

The Evanston site received an order from Dalton Manufacturing for 10 units of DCD-XXX (where XXX are yourinitials), which is manufactured in the Main site. A sales order is entered in the Evanston site for DCD-XXX. Thiscreates a suggested transfer order from the Main site to the Evanston site. Run the Material Requirements Planning(MRP) process to create the job in the Main site.

Workshop - Enter a Sales Order for a Transfer Part

In this workshop, create a sales order for a part which is manufactured in the Main site but shipped by theEvanston site.

This workshop uses the Evanston site.

On the Main Menu, from the tree view, select the Evanston site.

Navigate to Sales Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

Tip The CRM menu path is: Customer Relationship Management > Order Management > GeneralOperations > Order Entry

1. From the New menu, select New Order.

2. In the Customer field, enter Dalton and press Tab.

3. In the Need By and Ship By fields, enter the date two weeks from today.

4. Click Save.

5. From the New menu, select New Line.

6. Navigate to the Lines > Detail sheet.

7. In the Part/Rev field, enter DCD-XXX (where XXX are your initials).

8. In the Order Quantity field, enter 10.

9. Click Save.

10. Navigate to the Releases > Detail sheet.

11. Verify the Make Direct check box is cleared.

12. In the Site field, select EVN.

The part is manufactured in the Main site but shipped from the Evanston site.

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13. Click Save.

14. Navigate to the Summary sheet.

15. Record the sales order number__________.

16. Exit Sales Order Entry.

17. Remain in the Evanston site.

Workshop - Process MRP

Now that a sales order has been entered in the Evanston site for a part manufactured in the Main site, the demandmust be satisfied. In this workshop, run the Material Requirements Planning (MRP) process to satisfy the demand.

MRP is covered in greater detail in the Material Requirements Planning course.

Navigate to Process MRP.

Menu Path: Production Management > Material Requirements Planning > General Operations > Process MRP

Process MRP

1. In the Processing Options pane, select Regenerative.

2. Leave the Cut Off Date field blank.

3. Accept the Schedule Start Date default.

4. Clear the Run Finite Scheduling during MRP Calculation check box.

5. Click Process.

MRP Processing can take several minutes. Navigate to the System Setup > System Maintenance > SystemMonitor to check the MRP Process status.

6. Exit Process MRP.


Evaluate MRP Results

MRP results can be viewed through the Part Tracker or Time Phase Inquiry.

Navigate to Time Phase Inquiry.

Menu Path: Production Management > Material Requirements Planning > General Operations > Time PhasedInquiry


The Site field defaults to Evanston.

2. Review the ReceiptQty, Required Qty, and Balance details.

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3. In the Site field, select Main site.

4. Review the ReceiptQty, RequiredQty, and BalanceQty details.

5. Exit Time Phase Inquiry.


Workshop - Create a Transfer Order

The MRP process created a transfer order suggestion. In this workshop, create the transfer order from thissuggestion.

Navigate to Transfer Order Entry.

Menu Path: Material Management > Inventory Management > General Operations > Transfer Order Entry

1. From the Actions menu, select Transfer Order Workbench.

The Transfer Order Work Bench displays.

2. Navigate to the New Suggestions > Detail sheet.

3. On the Standard toolbar, click the Search (binoculars) icon and select the new transfer order suggestionfor the DCD-XXX part (where XXX are your initials).

4. Select the Create check box.

5. In the Ship Via field, verify Company Truck defaults.

6. Click Save and exit the Transfer Order Work Bench.

7. In Transfer Order Entry, in the Order Number field, search for and select the new order.

8. Exit Transfer Order Entry.

Workshop - Ship a Transfer Order

In this workshop, ship the parts from the Main site to the Evanston site. The process is similar to a customershipment because a packing slip is created and marked as shipped.

This workshop uses the Main site.On the Main Menu, select Main site.

Navigate to Transfer Order Shipment.

Menu Path: Material Management > Shipping / Receiving > General Operations > Transfer Order ShipmentEntry

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Create a Transfer Order Shipment

1. From the New menu, select New Pack.

2. In the Ship Via field, select Local Truck.

3. Click Save.

4. From the New menu, select New Line.

5. Navigate to the Lines > Detail sheet.

6. In the Transfer Order No field, search for and select the transfer order.

7. In the Line field, enter 1 and press Tab.

8. In the Qty field, enter 10.

9. In the Warehouse field, select Main.

10. In the Bin field, enter 01-01-01 and press Tab.

11. Navigate to the Summary sheet.

12. Record the pack ID____________.

13. Select the Shipped check box.

14. Click Save.

Print the Packing Slip

1. From the Actions menu, select Print.

2. Click Print Preview to review the Transfer Pack.

3. Close the report and exit Transfer Order Shipment.

Workshop - Receive a Transfer Order

In this workshop, receive the parts into the Evanston site.

This workshop uses the Evanston site.

On the Main Menu, select the Evanston site.

Navigate to Transfer Order Receipt.

Menu Path: Material Management > Shipping / Receiving > General Operations > Receive Transfer Order

1. In the Pack field, search for and select the pack created in the Workshop - Ship a Transfer Order.

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2. View the Summary > Lines Pending Receipt sheet to verify the order.

3. Navigate to the Stock > Detail sheet.

4. In the Date field, select today's date.

5. In the Warehouse field, select Evanston - Main.

6. In the Bin field, search for and select EVN-002.

7. Click Save.

8. Exit Transfer Order Receipt.

Reports and Trackers

This section focuses on reports and trackers that relate to the Multi-Site process.

Reports

The following reports are useful for viewing information that relates to Multi-Site Management.

Financial Reports

Navigate to Financial Reports.

The Financial Report Designer creates these reports (Balance Sheet, Income Statement, and so on) which can berun for a single company or multiple companies. This is covered in more detail in the General Ledger course.

Menu Path: Financial Management > Multi-Site > Reports > Financial Reports

Import Log Listing

Navigate to the Import Log Listing Report.

This displays the records imported into the application from a foreign database for the purpose of GL Consolidation.This can be from the application database or other software.

Menu Path: Financial Management > Multi-Site > Reports > Import Log Listing

Transfer Order Pick List

Navigate to the Transfer Order Pick List report.

This report lists transfer order line items and serves as the "pull" authorization for stockroom personnel.

Menu Path: Material Management > Inventory Management > Reports > Transfer Order Pick List

Scheduled Shipments

Navigate to the Scheduled Shipments Report.

This report shows all sales order lines scheduled to ship on or before a given date.

Menu Path: Sales Management > Order Management > Reports > Scheduled Shipments

Tip The CRM menu path is: Customer Relationship Management > Order Management > Reports >Scheduled Shipments

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Trackers

The following trackers are useful for viewing information that relates to Multi-site Management.

Order Tracker

Navigate to theSales Order Tracker

.The Sales Order Tracker displays information about open and closed orders. By selecting an order line,corresponding release, shipment, and invoice information is also presented.

Use the Sales Order Tracker to review current sales order information. This includes shipment activity, invoiceactivity, header and line item information, as well as miscellaneous charges.

Menu Path: Sales Management > Order Management > General Operations > Order Tracker

Tip The CRM menu path is: Customer Relationship Management > Order Management > GeneralOperations > Order Tracker

Job Tracker

Navigate to the Job Tracker.

The Job Tracker displays information about a job, such as operations, how many parts were produced on whatdate, scrap information, rework information, as well as job costs. It tracks job-related material including:

• Material issued to a job

• Material needed on a job

• Material ordered directly to a job

• Has an operation started?

• Is the operation complete?

• Who worked on it?

• How many parts have been produced?

Menu Path: Production Management > Job Management > General Operations > Job Tracker

Transfer Order Shipment Tracker

Navigate to the Transfer Order Shipment Tracker.

The Transfer Order Shipment Tracker is used to review transfer shipment information. This includes site information,the parts that were shipped, and the tracking number. This tracker is important in analyzing the amount oftransfer orders during a specific time frame.

Menu Path: Material Management > Shipping / Receiving > General Operations > Transfer Order ShipmentTracker

Part Tracker

Navigate to the Part Tracker.

The Part Tracker displays information about a part. It provides a view of on-hand quantities and allocations inaddition to a method to view the bill of materials. Information in the Part Tracker includes:

• Number of parts on-hand

• Part location

• Part supplier(s)

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Menu Path: Material Management > Inventory Management > General Operations > Part Tracker

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Conclusion

Congratulations! You have completed the Multi-Site Management course.

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