Hello,
We are new to kinetic and are just testing in our current enviroment we had some coded work done for sales automation however in kinetic there is a few things I think missing for example if an order has a need by and ship by of next week if we tick ready to process it still goes down to the dashboard
did i ask a silly question haha
Lol, I was implying you didn’t ask one.
Thanks for taking it in good spirits.
Would you mind going into a more detail of both what you are complaining about and what you are asking?
haha i submitted the post too early
Currently in 10.2.700 we have some custom work done by the CSG team for order automation, so for example we tick a box on order entry called ready to pick if its in stock it will go down to the dashboard if it is out of stock it will go to cross dock and if the orders has a need by or ship by greater than today it will allocate the order but not send it down to the warehouse until 00:01 on the day it should ship I believe there is a program that runs at midnight everynight for sending these orders down
On kinetic we have setup auto allocation and fulfilment but I am not sure if it has the ability not to send orders down to the warehouse if they have a ship by greater than today, without not ticking the ready to process and doing it on the day it should leave the warehouse
Yes it sounds like you have quite a bit of previous customization in place that would be hard to explain.
I would put your mindset in a place if you can where none of that exists, and explain here in detail what you want to happen for each of these scenarios. Imagine you are starting new.
We can probably advise from there.
Hello Kevin,
We have the below scenarios technically to encounter
Simply an order is in stock we tick ready to process and it goes down to the dashboard
If an item is out of stock on an order it will go onto cross dock and once it arrives it shows on the dashboard
Order comes onto the system with a need by date of a weeks time we are able to tick ready to process but it only goes down to the warehouse the day of it dispatching
Finally if we send an order down to the warehouse if the account goes on credit hold it pulls the order back and also if we mark the order as manual hold it allocates the stock but does not send it down
What is this dashboard you are speaking of?
Material Queue Manager sorry
Do you know what is driving your current automation? BPM’s, function, etc.? That should all still be there if you’re just moving from Classic to Kinetic.
Can you give more detail on what is missing? Are the checkboxes missing on the form? The BPM’s/functions may still be there in the background and you’re just missing the checkboxes to trigger them.
Hello David, currently BPM’s done by the CSG team however when testing kinetic we was told potentially it is now all base functionality so we might not need to use the BPM there is loads of stuff missing such as we use a box called ready to pick we also use a UD field called pickable warehouse as certain warehouses have in progress stock so we will probably just use CSG route
Yeah, if you already paid CSG to create the customization for you… first, find out if you’ve been paying for “customization maintenance”. If you have been, CSG should be on the hook to make sure the customization survives any upgrades.
If not, you just need to identify what’s missing and we can “potentially” help recreate it.
For example, your ready to pick checkbox. The UD column should still be there. You just need to create a new checkbox on the form (in Application Studio), map it to (I’m assuming) OrderHed.yourfield_c and then test whether it functions correctly.
Do you have a test environment you can use to work out the kinks?
Yeah we are currently on a 30 day cloud view test with our environment before properly starting the upgrade process our account manager said this should be standard now so we could drop CSG maintenance however he said to test first and I think 60% of what was coded for us is there however still 40% missing such as making some warehouses non pickable and making sure orders with a need by later than today are allocated and not sent for picking until the morning of the shipment
It sounds like the functionality you listed before MAY be more or less available with let’s day “advance” standard functionality… in that, you have to have the right modules/licenses and then set some stuff up.
You obviously have the Advanced Material Management (AMM) module if you’re using the Material Queue Manager. AMM allows the use of the Fulfilment Workbench and (I think) drives the “Ready to Process” checkbox.
There is some “Automated Fulfillment” functionality that may handle a lot of what you’re describing. You set up rules there and when the process runs it will evaluate your orders and move orders into different queues for allocating, picking, transferring, etc.
Along with AMM, you may also have the Advanced Package Control (APC) license. I think this allows you to set warehouses to different types (Stock, Quality, WIP). So this could be how you’re setting your warehouses to non-pickable. Again, if you had this in Classic, it should still all be set up in Kinetic.
I would review what licenses you have… and if you have AMM and APC, then perhaps look into Automated Fulfillment. I don’t have any experience using it, personally, but you may be able to do everything you’re describing above by creating rules there to drive the different scenarios.
