Pick Sales Order lines prior to shipment

If you use the get shipments process it will not be pulled into the
group until the date on the Packslip

These shipments must also have a Shipment Date that is either earlier or
equal to the group's Invoice Date.


Don




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of ofcwiz
Sent: Tuesday, February 16, 2010 3:50 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Pick Sales Order lines prior to shipment




Thanks to both Steve & Adam for the suggestions,

Good ideas.
We also do not have AMM. I'm going to look into what it is that triggers
the creation of an invoice after a PackSlip is created (I know it is
when the slip is marked "shipped" but will it wait for the actual ship
date to arrive before making it invoicable?). The big question is, if we
create a Pack Slip for a future date, what is the chance that Accounting
will invoice it when it was created instead of on the ship date??

Thanks again guys,

Dave
Xybix
Denver, CO
8.03.407C P

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Steven Patterson" <spatterson@...> wrote:
>
> We also ran into the same issue with not having the AMM module.
>
>
>
> The workaround we came up with where I am is to set up a shipping bin
in
> Vista. Next, our stock room inventory transfers our stock parts to the
> shipping bin as they get pulled for orders. Finally, we set up a
> customization on Customer Shipment Entry to default the shipping bin
in
> for all of the stocked items. So, everything we ship is deducted from
> the shipping bin rather than the default stock room location.
>
>
>
> Best Regards,
>
> Steve Patterson
> IT Programmer
>
> Connection Technology Center
> 7939 Rae Boulevard
> Victor, NY 14564
> 1-800-999-5290 ext. 802
> 1-585-924-5900 ext. 802
>
> pattersons@... <blocked::mailto:pattersons@...>
> www.ctconline.com <https://www.ctconline.com/
<https://www.ctconline.com/> >
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of adam.whipp
> Sent: Monday, February 15, 2010 10:38 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Pick Sales Order lines prior to shipment
>
>
>
>
>
> It is my understanding you have to buy Advanced Material Management
> (AMM) to be able to "pick" orders ahead of time. We have the same
issue
> here. If anyone knows differently, it would be a great help to us as
> well.
>
> The way we tackle the problem now is to future-date any packing slips
> for items we pull ahead of time. Then, we go ahead mark them shipped
> (even if they are dated a week into the future). This creates a
parttran
> record with a future date and removes them from inventory. Also, the
> invoice will not pull in until a group is created for that day.
>
> Adam Whipp
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "ofcwiz" <DavidH@> wrote:
> >
> > Does anyone know how to make the "Customer Shipment Entry - Actions
-
> Picked Order" process work?
> > I cannot find any instruction on how to make this work, anywhere.
> >
> > Our goal is to pull SO Line materials from inventory and then stage
> before shipment. Removing the materials from stock for a SO but not
> setting off the invoicing process allowing us to stage a few days in
> advance of shipment. Currently this plays havoc with cycle counting.
> Materials physically with the shipment, but still in Epicor inventory.
> >
> > The materials are not transacted from inventory until we declare the
> Pack Slip shipped. Once this happens, invoicing becomes possible.
> >
> > If there is a SO picking screen, I cannot find it.
> >
> > I cannot tell if the materials would then be moved to another
> inventory location or WIP (in Epicor)?
> > The "Picked Order" screen leaves the impression that I can pick SO
> lines and store them in a BIN location and then pull the SO lines from
> there? The documentation is so poor it is incomprehensible.
> >
> > Any assistance with this would be welcomed,
> >
> > Dave
> > 8.03.407C
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
Does anyone know how to make the "Customer Shipment Entry - Actions - Picked Order" process work?
I cannot find any instruction on how to make this work, anywhere.

Our goal is to pull SO Line materials from inventory and then stage before shipment. Removing the materials from stock for a SO but not setting off the invoicing process allowing us to stage a few days in advance of shipment. Currently this plays havoc with cycle counting. Materials physically with the shipment, but still in Epicor inventory.

The materials are not transacted from inventory until we declare the Pack Slip shipped. Once this happens, invoicing becomes possible.

If there is a SO picking screen, I cannot find it.

I cannot tell if the materials would then be moved to another inventory location or WIP (in Epicor)?
The "Picked Order" screen leaves the impression that I can pick SO lines and store them in a BIN location and then pull the SO lines from there? The documentation is so poor it is incomprehensible.

Any assistance with this would be welcomed,

Dave
8.03.407C
David,

Do you encounter an unacceptably high amount of preshipment staging PackID initial entry errors (caught & corrected before shipment processing/invoicing)?

If so, I'd focus on improving the situation (as that is a problem even not considering cycle counting).

If not, I'd write an unshipped packID report & (in this area only) simply trust the O/Hs reported and include them in your counts.

You could also modify your process so this preship/staged material is transfered to a staged-for-shipment whse/bin (not a bad 'firewall' to consider implementing anyway!) and simply not include that whse in your cycle count group generation.

Cycle counting is not an end to itself: simply an SPC audit method to access whether your inventory control process is IN control (& effectively addressing root causes when the audits reveal instances where the process is out of acceptable control.)

If you are using cycle counting (on an ongoing basis as opposed to perhaps an initial, methodical mass improvement of accuracy of O/Hs) to forever be attempting to correct unacceptable count O/H accuracies - You are fighting a losing battle by using it as a perpetual (after the fact) $h!t-catcher process (that is doomed to be too late to enable you to safely, significantly reduce inventory while still succeeding with acheiving your particular customer service level goals).

Cycle counting is not a broom (to clean up an onging mess).... It's a thermometer (to assure yourself your process isn't sick).

Rob Brown



--- Original Message ---
From:"ofcwiz" <DavidH@...>
Sent:Fri 2/12/10 2:08 pm
To:vantage@yahoogroups.com
Subj:[Vantage] Pick Sales Order lines prior to shipment

Does anyone know how to make the "Customer Shipment Entry - Actions - Picked Order" process work?
I cannot find any instruction on how to make this work, anywhere.

Our goal is to pull SO Line materials from inventory and then stage before shipment. Removing the materials from stock for a SO but not setting off the invoicing process allowing us to stage a few days in advance of shipment. Currently this plays havoc with cycle counting. Materials physically with the shipment, but still in Epicor inventory.

The materials are not transacted from inventory until we declare the Pack Slip shipped. Once this happens, invoicing becomes possible.

If there is a SO picking screen, I cannot find it.

I cannot tell if the materials would then be moved to another inventory location or WIP (in Epicor)?
The "Picked Order" screen leaves the impression that I can pick SO lines and store them in a BIN location and then pull the SO lines from there? The documentation is so poor it is incomprehensible.

Any assistance with this would be welcomed,

Dave
8.03.407C
It is my understanding you have to buy Advanced Material Management (AMM) to be able to "pick" orders ahead of time. We have the same issue here. If anyone knows differently, it would be a great help to us as well.

The way we tackle the problem now is to future-date any packing slips for items we pull ahead of time. Then, we go ahead mark them shipped (even if they are dated a week into the future). This creates a parttran record with a future date and removes them from inventory. Also, the invoice will not pull in until a group is created for that day.

Adam Whipp

--- In vantage@yahoogroups.com, "ofcwiz" <DavidH@...> wrote:
>
> Does anyone know how to make the "Customer Shipment Entry - Actions - Picked Order" process work?
> I cannot find any instruction on how to make this work, anywhere.
>
> Our goal is to pull SO Line materials from inventory and then stage before shipment. Removing the materials from stock for a SO but not setting off the invoicing process allowing us to stage a few days in advance of shipment. Currently this plays havoc with cycle counting. Materials physically with the shipment, but still in Epicor inventory.
>
> The materials are not transacted from inventory until we declare the Pack Slip shipped. Once this happens, invoicing becomes possible.
>
> If there is a SO picking screen, I cannot find it.
>
> I cannot tell if the materials would then be moved to another inventory location or WIP (in Epicor)?
> The "Picked Order" screen leaves the impression that I can pick SO lines and store them in a BIN location and then pull the SO lines from there? The documentation is so poor it is incomprehensible.
>
> Any assistance with this would be welcomed,
>
> Dave
> 8.03.407C
>
We also ran into the same issue with not having the AMM module.



The workaround we came up with where I am is to set up a shipping bin in
Vista. Next, our stock room inventory transfers our stock parts to the
shipping bin as they get pulled for orders. Finally, we set up a
customization on Customer Shipment Entry to default the shipping bin in
for all of the stocked items. So, everything we ship is deducted from
the shipping bin rather than the default stock room location.



Best Regards,

Steve Patterson
IT Programmer

Connection Technology Center
7939 Rae Boulevard
Victor, NY 14564
1-800-999-5290 ext. 802
1-585-924-5900 ext. 802

pattersons@... <blocked::mailto:pattersons@...>
www.ctconline.com <https://www.ctconline.com/>



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of adam.whipp
Sent: Monday, February 15, 2010 10:38 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Pick Sales Order lines prior to shipment





It is my understanding you have to buy Advanced Material Management
(AMM) to be able to "pick" orders ahead of time. We have the same issue
here. If anyone knows differently, it would be a great help to us as
well.

The way we tackle the problem now is to future-date any packing slips
for items we pull ahead of time. Then, we go ahead mark them shipped
(even if they are dated a week into the future). This creates a parttran
record with a future date and removes them from inventory. Also, the
invoice will not pull in until a group is created for that day.

Adam Whipp

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"ofcwiz" <DavidH@...> wrote:
>
> Does anyone know how to make the "Customer Shipment Entry - Actions -
Picked Order" process work?
> I cannot find any instruction on how to make this work, anywhere.
>
> Our goal is to pull SO Line materials from inventory and then stage
before shipment. Removing the materials from stock for a SO but not
setting off the invoicing process allowing us to stage a few days in
advance of shipment. Currently this plays havoc with cycle counting.
Materials physically with the shipment, but still in Epicor inventory.
>
> The materials are not transacted from inventory until we declare the
Pack Slip shipped. Once this happens, invoicing becomes possible.
>
> If there is a SO picking screen, I cannot find it.
>
> I cannot tell if the materials would then be moved to another
inventory location or WIP (in Epicor)?
> The "Picked Order" screen leaves the impression that I can pick SO
lines and store them in a BIN location and then pull the SO lines from
there? The documentation is so poor it is incomprehensible.
>
> Any assistance with this would be welcomed,
>
> Dave
> 8.03.407C
>





[Non-text portions of this message have been removed]
Rob,

We are not experiencing experiencing any preship staging errors or PackID errors. The Shipping guys are pretty good.
I have written a report that tells the cycle counters when a counted item occurs in a Job. This is to minimize the identification of whether the parts are with the Job or on the shelf.
I can write a report that does the same for SO line items that come from stock.
I was trying to find a cleaner solution by putting the materials in a staging area to remove from inventory.
Your idea of moving the materials to a Whse/Bin that is not cycle counted is one that would work and I may wind up using.
We do not have the expectation you describe for cycle counting. We have good inventory management and cycle counting is there to keep it that way.

Thanks Rob,
Dave
8.03.407C P

--- In vantage@yahoogroups.com, robertb_versa@... wrote:
>
> David,
>
> Do you encounter an unacceptably high amount of preshipment staging PackID initial entry errors (caught & corrected before shipment processing/invoicing)?
>
> If so, I'd focus on improving the situation (as that is a problem even not considering cycle counting).
>
> If not, I'd write an unshipped packID report & (in this area only) simply trust the O/Hs reported and include them in your counts.
>
> You could also modify your process so this preship/staged material is transfered to a staged-for-shipment whse/bin (not a bad 'firewall' to consider implementing anyway!) and simply not include that whse in your cycle count group generation.
>
> Cycle counting is not an end to itself: simply an SPC audit method to access whether your inventory control process is IN control (& effectively addressing root causes when the audits reveal instances where the process is out of acceptable control.)
>
> If you are using cycle counting (on an ongoing basis as opposed to perhaps an initial, methodical mass improvement of accuracy of O/Hs) to forever be attempting to correct unacceptable count O/H accuracies - You are fighting a losing battle by using it as a perpetual (after the fact) $h!t-catcher process (that is doomed to be too late to enable you to safely, significantly reduce inventory while still succeeding with acheiving your particular customer service level goals).
>
> Cycle counting is not a broom (to clean up an onging mess).... It's a thermometer (to assure yourself your process isn't sick).
>
> Rob Brown
>
>
Thanks to both Steve & Adam for the suggestions,

Good ideas.
We also do not have AMM. I'm going to look into what it is that triggers the creation of an invoice after a PackSlip is created (I know it is when the slip is marked "shipped" but will it wait for the actual ship date to arrive before making it invoicable?). The big question is, if we create a Pack Slip for a future date, what is the chance that Accounting will invoice it when it was created instead of on the ship date??

Thanks again guys,

Dave
Xybix
Denver, CO
8.03.407C P

--- In vantage@yahoogroups.com, "Steven Patterson" <spatterson@...> wrote:
>
> We also ran into the same issue with not having the AMM module.
>
>
>
> The workaround we came up with where I am is to set up a shipping bin in
> Vista. Next, our stock room inventory transfers our stock parts to the
> shipping bin as they get pulled for orders. Finally, we set up a
> customization on Customer Shipment Entry to default the shipping bin in
> for all of the stocked items. So, everything we ship is deducted from
> the shipping bin rather than the default stock room location.
>
>
>
> Best Regards,
>
> Steve Patterson
> IT Programmer
>
> Connection Technology Center
> 7939 Rae Boulevard
> Victor, NY 14564
> 1-800-999-5290 ext. 802
> 1-585-924-5900 ext. 802
>
> pattersons@... <blocked::mailto:pattersons@...>
> www.ctconline.com <https://www.ctconline.com/>
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of adam.whipp
> Sent: Monday, February 15, 2010 10:38 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Pick Sales Order lines prior to shipment
>
>
>
>
>
> It is my understanding you have to buy Advanced Material Management
> (AMM) to be able to "pick" orders ahead of time. We have the same issue
> here. If anyone knows differently, it would be a great help to us as
> well.
>
> The way we tackle the problem now is to future-date any packing slips
> for items we pull ahead of time. Then, we go ahead mark them shipped
> (even if they are dated a week into the future). This creates a parttran
> record with a future date and removes them from inventory. Also, the
> invoice will not pull in until a group is created for that day.
>
> Adam Whipp
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "ofcwiz" <DavidH@> wrote:
> >
> > Does anyone know how to make the "Customer Shipment Entry - Actions -
> Picked Order" process work?
> > I cannot find any instruction on how to make this work, anywhere.
> >
> > Our goal is to pull SO Line materials from inventory and then stage
> before shipment. Removing the materials from stock for a SO but not
> setting off the invoicing process allowing us to stage a few days in
> advance of shipment. Currently this plays havoc with cycle counting.
> Materials physically with the shipment, but still in Epicor inventory.
> >
> > The materials are not transacted from inventory until we declare the
> Pack Slip shipped. Once this happens, invoicing becomes possible.
> >
> > If there is a SO picking screen, I cannot find it.
> >
> > I cannot tell if the materials would then be moved to another
> inventory location or WIP (in Epicor)?
> > The "Picked Order" screen leaves the impression that I can pick SO
> lines and store them in a BIN location and then pull the SO lines from
> there? The documentation is so poor it is incomprehensible.
> >
> > Any assistance with this would be welcomed,
> >
> > Dave
> > 8.03.407C
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>