Packout.manual

Epicor ERP Pack Out Course 10.0.700.2

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make 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 of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in 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 accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks 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.

EDE8923905 90521-10-9269-58310702 10.0.700.2 Revision: July 25, 2014 2:34 a.m. Total pages: 35 course.ditaval

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make 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 of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in 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 accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks 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.

EDE8923905 90521-10-9269-58310702 10.0.700.2 Revision: July 25, 2014 2:34 a.m. Total pages: 35 course.ditaval

Pack Out Course

Contents

Contents Pack Out Course........................... Course.......................................... ............................. ............................. ............................. ............................ ............................. ...................5 ....5 Before You Begin............................ Begin.......................................... ............................. ............................. ............................ ............................. ............................. ................6 ..6 Audience Audi ence.......... ...................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ..............6 ..6 Prerequisi Prere quisites.................. tes............................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ..............6 ..6 Environment Setup...................... Setup.................................. ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ......................7 ...........7 Workshop Constraints.................... Constraints................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............7 .7 Add the MES Icon........................ Icon................................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ....................8 .........8

Overview................ Overvie w............................... ............................. ............................. ............................. ............................ ............................. ............................. ..........................9 ............9 Application Setup........................... Setup......................................... ............................. ............................. ............................ ............................. ............................. ..............11 11 Delivery Type Maintenance.................... Maintenance................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................11 ...........11 Packaging Classification Maintenance................... Maintenance............................... ........................ ....................... ....................... ........................ ........................ ....................... ..................11 .......11 Packaging Code Maintenance.................... Maintenance............................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................12 .......12 Customer Maintenance.................... Maintenance................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................12 .....12 Manifest Info...................... Info.................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................13 ...........13 General.................... Gene ral................................ ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ..............13 ..13 International.................................. International...................... ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................13 .....13 Billing................... Bill ing............................... ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................... ..................14 ......14 Fed Ex................................. Ex............................................ ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ................14 ....14 UPS................. UP S............................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ...........14 14 Workstation Maintenance.................... Maintenance................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............14 .14 Workshop - Create a Work Station.................... Station................................ ........................ ....................... ....................... ........................ ....................... ....................... ...............14 ...14 Add a Work Station..................... Station................................ ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................14 .......14 Add a Device....................... Device................................... ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............15 ...15

Daily Pack Out Processing............................ Processing........................................... ............................. ............................ ............................. ............................. ..............16 16 Sales Order Entry................... Entry............................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............17 ...17 Workshop - Enter a Sales Order..................... Order................................. ........................ ....................... ....................... ........................ ....................... ....................... ...................18 .......18 Create a Sales Order...................... Order................................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................18 .....18 Create a Sales Order Line...................... Line.................................. ........................ ........................ ....................... ....................... ........................ ....................... ....................18 .........18 Workshop - Enter a Quick Order.................... Order................................ ........................ ....................... ....................... ........................ ....................... ....................... ...................19 .......19 Scheduled Shipments Report...................... Report................................. ....................... ........................ ....................... ....................... ........................ ....................... ......................20 ...........20 Sales Order Pick List...................... List.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............20 .20 Fulfillment Workbench................... Workbench............................... ....................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................21 .......21 Workshop - Use the Fulfillment Workbench................... Workbench............................... ....................... ....................... ........................ ....................... ....................... ...............21 ...21 Reserve Order Quantities and Release Parts for Picking....................... Picking................................... ........................ ....................... ......................21 ...........21 Workshop - Use the Manufacturing Execution System (MES)............................. (MES)......................................... ....................... ....................... ...............22 ...22 Log On to MES...................... MES.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............22 .22 Select the Material Requests................... Requests............................... ........................ ....................... ....................... ........................ ........................ ....................... ..................23 .......23 Process the Material Requests................... Requests............................... ........................ ....................... ....................... ........................ ....................... ....................... .................23 .....23 Customer Shipment Entry.................... Entry................................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............24 .24 PackOut........................... PackOut...................................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ..............25 ..25

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Contents

Pack Out Course

Workshop - Add a Pack for the First Order.......................................................................................25 Add a Pack for the Second Order.............................................................................................26 Customer Shipment Tracker....................................................................................................................26 Master Pack Shipment...................................................................................................................................27 Workshop - Master Pack Shipment.........................................................................................................27 Stage Ship Confirm........................................................................................................................................28 Workshop - Confirm Stage Ship..............................................................................................................28 Transfer Order Shipment................................................................................................................................29 Transfer Order Pick List...........................................................................................................................29 Subcontractor Shipment Entry........................................................................................................................30 Reports and Trackers......................................................................................................................................30 Pick List for Jobs.....................................................................................................................................30 Part Tracker............................................................................................................................................30 Time Phase Inquiry..................................................................................................................................32

Specialized Pack Out Processing..........................................................................................33 Conclusion.............................................................................................................................34

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Pack Out Course

Pack Out Course

Pack Out Course Pack Out is a method of shipping in a grocery store style packing system. This methodology provides a fast and accurate system of tracking carton contents. In this course, you will create carrier manifest information and define shipping workstations and packaging information. Once setup is complete, you will use Pack Out to create and track a sales order. Upon successful completion of this course, you will be able to: •

Describe how to use Pack Out as a shipping method.

•

Explain the set up and use of Pack Out as a shipping solution.

•

Use the Pack Out process flow from sales order to stage ship confirm.

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Before You Begin

Pack Out 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. •

Shipping and Receiving

•

Sales Manager

Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating i n your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at [email protected]. It is also important you understand the prerequisite knowledge contained i n other valuable courses.

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•

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 user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced.

•

Customers Course - This course introduces fundamental concepts pertaining to the creation of customer records. This course also covers various maintenance programs necessary to define a customer in the Epicor application.

•

Order Management Course - This course discusses the Order Management module and how it facilitates the flow of manufactured items from inventory or jobs to the customer. A shipping transaction is performed whether items are shipped from stock or from work in process (WIP). Shipping transactions are captured during invoicing in the Accounts Receivable (AR) module, creating financial transactions that post to the general ledger (GL). Order entry and shipping are directly affected by the nature of the product and the process, specifically whether the items are built-to-order or shipped from stock.

•

Parts Course - This course introduces the building blocks that make up Part Maintenance. It focuses on the importance of Part Maintenance, required maintenance program setup, key fields, manufactured and purchased part setup, and commonly used reports and trackers.

•

Computer and Internet Navigation Basics - The application operates in a Microsoft Windows environment; therefore, knowing how to navigate in a Windows environment and the Web will facilitate the training experience. Navigation tools you should be familiar with include computer hardware components such as the keyboard and mouse, navigation keys on the keyboard such as the Tab and Enter keys, and navigation buttons such as the Back button.

®

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Pack Out Course

Before You Begin

Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor 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 your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance.

•

The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and 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 completing the course workshops.

•

Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, 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, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop 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 not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from 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 your training environment as a different user, from the Options menu, select C hange User.

3.

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

4.

From the Main menu, select Main.

Workshop Constraints In order to complete some of the workshops in this course, the following licenses must be i nstalled: •

Pack Out Processing

•

Advanced Material Management (AMM) This is required in order to use the Fulfillment Workbench. Note To install the licenses, log into the Data Admin Tools.

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Before You Begin

Pack Out Course

Verify there is an MES icon on the workstation's desktop. MES is used to move allocated material to the shipping area in the Fulfillment Workbench workshop.

Add the MES Icon Follow these steps if there is no MES icon on the workstation's desktop. 1. Navigate to the Desktop. 2. Right-click the EUQA icon and copy. 3. Paste the new icon onto the desktop. 4. Right click the EUQA - copy icon, select Rename and enter EUQA - MES. 5. Right click the EUQA - MES icon and select Properties. 6. In the Shortcut sheet, in the Target field, add -MES. Important Verify that a space is left between the end of the target and the added text. For example, sysconfig -MES

7. Click Apply. 8. Click OK.

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Pack Out Course

Overview

Overview Throughout this course, you will use your keyboard and mouse to interact with the Pack Out screen. Pack Out can also use a bar code scanner to process shipments. Pack Out Features

Some of the Pack Out features include: •

Interfaces that allow manifesting to shipping carriers

•

Printing and shipping work stations defined i n the database

•

Master Pack capabilities that allow multiple packages to be processed at once

•

Selection of more than one sales order to ship on one packing slip

•

Shipping stages structure process

•

Transfer order and subcontract shipments processing using Pack Out

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Overview

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Pack Out Course

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Pack Out Course

Application Setup

Application Setup This section reviews the company configuration and maintenance programs used for Pack Out processing uses.

Delivery Type Maintenance Use Delivery Type Maintenance to set up delivery type codes. These codes define the available delivery types your company provides for the carton freight. Menu Path

Navigate to this program from the Main Menu: •

Material Management > Shipping / Receiving > Setup > Delivery Type

Packaging Classification Maintenance Use Packaging Classification Maintenance to set up packaging classifications for shipments. This function is valuable if you want to specify the type of packaging in which shipments are sent. Packaging Classifications and Packaging Codes are set up and used independently. Both fields are used mainly for reference on the type of packaging you can use at your location. If you use both codes and classifications, a good practice is to coordinate the two types of information and designate one as a basic type of packaging and the other as a specific type of packaging. Example You manufacture both pens and ink. Pens must be shipped in boxes and can be shipped in sets of 1000, 500, or 100. Ink must be shipped in containers and can be shipped in a gallon, a half gallon, or a pint.

You can establish two packaging codes: Boxes (BX) and Containers (CT). Then you can establish six classifications: BX-1000, BX-500, BX-100; and CT-8P, CT-4P, and CT-P (P is for pint). Note The Packaging Classification is not required to ship items, but it can be used for reference if needed.

Menu Path


Material Management > Shipping / Receiving > Setup > Packaging Classification

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Application Setup

Pack Out Course

Packaging Code Maintenance Use Packaging Code Maintenance to set up packing methods for shipments. You can optionally use these codes to identify a unique Extension Digit for Serial Shipment Container Codes (SSCC) generation based on Package Types. Note The Packaging Code is not required to ship items, but you can use it for reference if necessary.

Menu Path


Material Management > Shipping / Receiving > Setup > Packaging Code

Customer Maintenance Use Customer Maintenance to enter customer records. Customers are businesses to whom you sell products and services. Customer records are primarily used to create quotes, sales orders, and accounts receivable (AR) invoices. You also use customer records during the Customer Relationship Management (CRM) process. You can designate a customer as a Suspect, Prospect, or Customer. This al lows you to create customer records for companies that may do business with you in the future. New customers are automatically placed on credit hold. You must clear the Credit Hold check box on the Billing > Credit> Credit Detail sheet to display transactions for this customer. To set up a customer that has two or more divisions within a large company, use the Parent/Child functionality. Divisions are separate customers that link to the main parent company. You can also specify a customer ’s approved suppliers for materials, parts, and subcontract operations. Customer records are crucial for capturing opportunities, creating sales orders, and generating accounts receivable invoices. Menu Path


Financial Management > Accounts Receivable > Setup > Customer

•

Financial Management > Deferred Revenue Accounting > Setup > Customer

•

Financial Management > Multi-Site > Setup > Customer

•

Production Management > Material Requirements Planning > Setup > Customer

•

Sales Management > Customer Relationship Management > Setup > Customer

•

Sales Management > EDI > Setup > Customer

•

Sales Management > Order Management > Setup > Customer

•

Sales Management > Quote Management > Setup > Customer

•

Service Management > Field Service > Setup > Customer

For CRM users, the Main Menu appears as: •

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Customer Relationship Management > Sales and Marketing Management > Setup > Customer

Epicor ERP | 10.0.700.2

Pack Out Course

•

Customer Relationship Management > EDI > Setup > Customer

•

Customer Relationship Management > Order Management > Setup > Customer

•

Customer Relationship Management > Quote Management > Setup > Customer

Application Setup

Manifest Info Use the Manifest Info sheets to configure default shipping options such as carrier options and billi ng information. The manifest information is used as the default i nformation in Customer Shipment Entry when a customer's sales order is moved to shipping. You can define manifest information on the customer record and any additional ship to locations. The manifest information settings can also be configured on the ship to level of the customer, so that each ship to location has its own defined carrier and shipping service options. If these settings are not defined on the ship to level, the customer settings are used. Note The manifest information is optional for the Epicor application.

General Use the General sheet to set up default carrier settings for customer shipments. These settings include delivery and pickup handling, insurance, and cash on delivery (COD) options. The information is then sent to the manifest system where the Pack ID is freighted. If settings are not established here, the site defaults display in Customer Shipment Entry. The options entered in Customer Maintenance can be changed in Customer Shipment Entry.

International Use the International sheet to set up carrier options specific for international shipments for customers. These options are the defaults for the first order packed in Customer Shipment Entry. The information is then sent to the manifest system where the Pack ID is freighted. The options entered in Customer Maintenance can be changed in Customer Shipment Entry.

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Application Setup

Pack Out Course

Billing Use the Billing > Detail sheet to establish billing options for the customer. This information is sent to the manifest system.

FedEx Use the FedEx sheet to enter freight information settings for FedEx ®. This sheet is useful if FedEx Corporation is the shipping service with which you send shipments.

UPS Use the UPS sheet to enter freight information settings for UPS ®. This sheet is useful if UPS is the shipping service with which you send shipments.

Workstation Maintenance Use Workstation Maintenance to set up workstations. Workstations, or packing stations, are useful for establishing the scale and manifest interface for each pack station. Menu Path


Material Management > Shipping / Receiving > Setup > Workstation

Workshop - Create a Work Station In this workshop, create a new work station and add a dock scale as a new default device. Navigate to Work Station Maintenance. Menu Path: Material Management > Shipping / Receiving > Setup > Workstation

Add a Work Station 1. From the New menu, select New Work Station. 2. Enter the following information:

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Field

Data

Station ID

XXX-SHIP (where XXX are your initials)

Station Type

Pack

Description

XXX Pack WS (where XXX are your initials)

Warehouse

Main

Bin

01-01-01

Weight Input

Get weight from scale

Weight UOM

LB

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Pack Out Course

Application Setup

3. Click Save.

Add a Device 1. Navigate to the Devices sheet. 2. From the New menu, select New Device. 3. In the Type field, select Scale. 4. In the Description field, enter XXX Dock Scale (where XXX are your initials). 5. Select the Default Device check box. 6. Enter the following information: Field

Data

COM Port

COM1

Baud Rate

9600

Data Bits

6

Parity

even

UOM

LB

Stop Bits

1

Time Out

10

7. Accept all other defaults and click Save. 8. Exit Work Station Maintenance.

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Daily Pack Out Processing

Pack Out Course

Daily Pack Out Processing This section of the course reviews the Pack Out processes that occur throughout a day. The Pack Out functionality adds greater flexibility and control to the shippi ng process by allowing carton level packing and grouping. These processes include the following: •

Enter a sales order to ship.

•

Use the Fulfillment Workbench to allocate stock for sales demand.

•

Use Pack Out to ship goods.

•

Use Master Pack to combine separate shipments into one larger shipment.

•

Use Stage Ship Confirm to organize staged packages.

•

Transfer Order Pack Out.

•

Subcontract Pack Out.

The following diagram outlines the Pack Out process flow.

This course focuses on the middle process flow of this diagram, starting with Order Entry. Sales Order Entry

Once an item is sold to a customer, the item is shipped. Entering a sales order identifies how a part is sold and shipped to the customer. Fulfillment Workbench

After a sales order is processed, stock is allocated to ship to the customer. Use the Fulfillment Workbench to reserve material quantities for sales order releases. Sales Order Pack Out

Use Sales Order Pack Out to ship a sales order to a customer.

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Master Pack Shipment

Master Pack Shipment combines separate Pack IDs into a single group of pack IDs, or master packs. You can choose the shipment type of the master pack, but that restricts the pack to only shipments of that type. Stage Ship Confirm

Stage Ship Confirm confirms shipments of staged Pack IDs, or master packs. You can filter staged pack IDs by stage number, shipping status, shipment type, and ship via. Transfer Order Pack Out

Use Transfer Order Pack Out to create inter-site transfer shipments. Subcontract Pack Out

Use Subcontract Pack Out to create shipments to subcontractors.

Sales Order Entry Use Sales Order Entry to create and edit sales orders. A sales order is an order that you receive from a customer. You enter order headers, lines, and releases through this program. Each order can have multiple order lines, as well as multiple order releases. For most ordered parts, jobs are created that directly fill each order release. If you already have parts on the shelf, you can also use this program to sell these parts out of inventory. Both Sales Order Entry and the Sales Order Tracker implement Customer Relationship Management (CRM) security. So, if the user ID is associated with one or more workforce IDs, none of which have View All Territories permissions, the user sees orders only for the territories for which the workforce IDs are authorized. Because the Epicor application treats a sales order separately from a job, you can fill customer orders in different ways. Example A customer sends you a purchase order requesting 12 releases of an ordered part quantity, one quantity for each month during the upcoming year. To fulfill this order, you can create a single job that builds the units at once but then ships these release quantities each month from your inventory. You could also set up four jobs to build the quantity for three months, or you could create 12 jobs, one for each release, and then ship directly from your manufacturing center. Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line, remaining open releases for that line will automatically close. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. If you unintentionally close Release 1, you must manually reopen the closed releases that have yet to ship. To avoid this situation, always use the final shipment date for Release 1.

You can also edit open orders through Sales Order Entry. This allows you to react to your customer ’s changing needs and your own internal manufacturing requirements. If your company uses the Demand Management module, you can use this functionality to automatically generate both firm and unfirm releases on sales orders. To learn about this module, refer to the Demand Management topics in the Application Help.

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Pack Out Course

Entry Methods

The following methods are available for entering a sales order: •

Order Entry – Activate the entire header, line, and release functionality.

•

Quick Orders – Create a complete order on the Summary sheet.

•

Counter Sales – Create walk in purchases that occur over the counter. Parts are pulled di rectly from inventory. This entry method is also performed on the Summary sheet.

Other Functionality

Sales Order Entry uses several auxiliary programs that help you create orders and then turn them into jobs. The Get Opportunity/Quote functionality allows you to pull quote information directly into an order. You can also apply order based discounts to your quantities. The Order Job Wizard streamlines the job creation process. Most of this additional functionality is found under the Actions menu. For a complete list of the functionality available on this menu, refer to the Sales Order Entry – Actions Menu topic in the Application Help. Menu Path


Sales Management > Customer Relationship Management > General Operations > Order Entry

•

Sales Management > Order Management > General Operations > Order Entry


Customer Relationship Management > Sales and Marketing Management > General Operations > Order Entry

•

Customer Relationship Management > Order Management > General Operations > Order Entry

Workshop - Enter a Sales Order Dalton Manufacturing submitted a purchase order for part number DCD-300-OR (steel O rings) to be shipped two weeks from today. In this workshop, create a new sales order for D alton Manufacturing and add a line identifying the requested part and quantity. 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 > General Operations > Order Entry

Create a Sales Order 1. From the New menu, select New Order. 2. In the Sold To section, in the Customer field, enter DALTON and press Tab. 3. In the PO field, enter XXX-123 (where XXX are your initials). 4. In the Need By and Ship By fields, enter the date two weeks from today.

Create a Sales Order Line 1. Navigate to the Lines > Detail sheet.

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2. From the New menu, select New Line. 3. In the Part/Rev field, enter DCD-300-OR and press Tab.

Note the On Hand and Available fields. 4. In the Order Quantity field, enter 150 and press Tab.

The Unit Price displays. 5. Navigate to the Summary sheet. 6. Note the sales order number _______________. 7. Click Save and exit Sales Order Entry.

Workshop - Enter a Quick Order Dalton Manufacturing contacted you after you entered their first order and requested that you ship another 100 units of DCD-300-OR to be delivered two weeks from today. Rather than add it to the existing order, you have decided to enter a quick order into the Summary sheet. This allows you to create an individual pack and invoice it separately from the first sales order. 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 > General Operations > Order Entry 1. From the New menu, select New Order. 2. In the Customer field, enter DALTON and press Tab. 3. In the PO field, enter the purchase order number (last four di gits of your phone number). 4. In the Need By and Ship By fields, select the date two weeks from today. 5. Click Save. 6. From the New menu, select New Line. 7. In the Order Lines grid, in the Job Type field, select No Job. 8. In the Part field, enter DCD-300-OR. 9. In the Order Quantity field, enter 100. 10. Scroll to the right and locate the Doc Unit Price column. 11. In the Doc Unit Price field for the order line, enter 20. 12. Click Save and record the sales order number __________. 13. Exit Sales Order Entry.

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Scheduled Shipments Report The Scheduled Shipments Report lists outstanding order releases in order by Due Date, Order Number, Order Line, and Order Release. Important The Scheduled Shipments Report only displays the quantities marked as Shipped on the packing slip.

The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and the Shipped from Stock Quantity from the Order Release Quantity. If this value is negative, the outstanding quantity is set to zero. Logic Outstanding Quantity = Order Release Quantity – (Shipped Quantity + Shipped from Stock Quantity)

Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. For more information, refer to the Filters O verview topic in the Application Help. Important For more information on how to review the status of a report you print, preview, or generate, refer to the System Monitor Overview topic in the Appl ication Help.

The report includes parts that have been set up as kit components only if the kit is configured in Part Maintenance - Sales Kits to allow components to ship separately. Menu Path


Material Management > Shipping / Receiving > Reports > Scheduled Shipments

•

Sales Management > Order Management > Reports > Scheduled Shipments


Customer Relationship Management > Order Management > Reports > Scheduled Shipments

Sales Order Pick List Use the Sales Order Pick List to display open sales order releases due within the date range you select. The order information displays in a format you can use to pick the quantities to ship. This report also includes Pick List comments for each sales order release. The Sales Order Pick List only displays the quantities that have not been shipped yet. The printed Release Qty is the open quantity; this is equal to the original release quantity less the quantity shipped to-date (if any). It includes Buy-to-Order parts but does not include drop shipment items. Logic Release Quantity = Original Release Quantity – Quantity Shipped to Date

The Quantity on-Hand value also displays for your information. Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. For more information, refer to the Filters O verview topic in the Application Help. Important For more information on how to review the status of a report you print, preview, or generate, refer to the System Monitor Overview topic in the Appl ication Help.

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Menu Path


Material Management > Inventory Management > Reports > Sales Order Pick List

•

Material Management > Shipping / Receiving > Reports > Sales Order Pick List

•

Sales Management > Order Management > Reports > Sales Order Pick List


Customer Relationship Management > Order Management > Reports > Sales Order Pick List

Fulfillment Workbench Use the Fulfillment Workbench to reserve or allocate material to sales orders, job orders, and transfer orders. This functionality is valuable when you want to use jobs or stock in a sequence that matches the allocation priorities assigned to your customers to satisfy material quantity demand. Important

The Fulfillment Workbench is available only if your company uses the Advanced Material Management module. Menu Path


Material Management > Inventory Management > General Operations > Fulfillment Workbench

•

Production Management > Job Management > General Operations > Fulfillment Workbench

•

Sales Management > Order Management > General Operations > Fulfillment Workbench


Customer Relationship Management > Order Management > General Operations > Fulfillment Workbench

Workshop - Use the Fulfillment Workbench In this workshop, use the Fulfillment Workbench to reserve order quantities and release parts for picking. Navigate to the Fulfillment Workbench. Menu Path: Sales Management > Order Management > General Operations > Fulfillment Workbench Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Fulfillment Workbench

Reserve Order Quantities and Release Parts for Picking 1. In the Standard toolbar, click the Search button (binoculars).

The Fulfillment Workbench Search window displays. 2. In the Filter pane, enter the following information:

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Field

Data

Part

DCD-300-OR

Sales Orders

Include Only

Transfer Orders

Exclude

Jobs

Exclude

Reserved

Exclude

Allocated

Exclude

3. Click Search. 4. In the Search Results grid, select the sales orders created in the Workshop - Enter a Sales Order and Workshop - Enter a Quick Order and click OK. 5. In the List sheet, click Select All to select the sales orders for processing. 6. From the Actions menu, select Reserve And Release For Picking > Primary Warehouse Only.

This reserves the needed quantities for all sales order lines. 7. To the reserved confirmation message, click OK.

The message informs you how many line releases have been reserved for picking. The Fulfillment Workbench Release For Picking Options window displays. 8. In the Pick date assignment option field, select Ship By Date. 9. Click OK. 10. To the Do you want to print the released items? message, click No.

Workshop - Use the Manufacturing Execution System (MES) In this workshop, use MES to process the material queue record. This moves the material to the shipping staging area.

Log On to MES 1. Log on to MES using one of the available methods: •

On your desktop, double-click the MES icon.

•

Navigate to Start > All Programs > Epicor Software > Epicor 9.05 > Epicor MES . Note If there is no MES icon on your desktop, return to the Workshop Constraints of this course and follow the steps to add the icon.

2. In the User name and Password fields, enter manager. 3. Click OK.

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4. In the Employee ID field, enter 106 (Linda K. Carter) and press Tab.

Select the Material Requests 1. Navigate to the Material sheet and click the Material Queue button. 2. Select the sales order lines processed in the Workshop - Fulfillment Workbench and click Select. The request moves to the material queue. 3. Navigate to the My Selections sheet. 4. In the My Selections List grid, select the new material requests for the sales order lines. 5. Click Print.

The Material Queue Report window displays. 6. Click Print Preview. 7. Review the material report. 8. Exit the Material Queue Report windows.

Process the Material Requests 1. Select the first material request, and then click Process. 2. Review the Part field and the From Location and To Location panes. If a warehouse doe not default in the To Location pane, select Main from the drop-down menu. 3. Click OK.

The records is removed from the Material Queue as you process it. 4. Repeat Steps 2 - 3 for the second material request. 5. Exit the Material Request Queue. 6. In the MES Menu, click Log Out. 7. Exit the MES Menu.

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Customer Shipment Entry Use Customer Shipment Entry to process customer shipments. You can either relieve inventory or ship directly from a job. Important If a part ships via Customer Shipment Entry, it is standard costed. Shipment from the work-in-process (WIP) transaction (MFG-CUS) captures the standard unit cost for the part rather than actual costs from the job. If there are variances between the standard cost of the part and the actual costs of the job, a MFG-VAR transaction is also created for the remaining WIP balances. •

If you select the Save Shipment for Invoice check box in the Company Configuration > Modules > Sales > Order sheet, you can use the Get Shipments function in AR Invoice Entry to quickly create invoice entries for the customer shipments entered into Customer Shipment Entry.

•

If you try to enter shipments for customers on credit hold, you receive warning messages. For more information on customer credit checking, refer to the Customer Credit Checking topic in the Application Help.

•

If you use the Advanced Production module, you can ship multiple part quantities from the same job and/or batch job. The quantities available to ship are defined on the quantity available on the final operation. For more information, refer to the Advanced Production Module topic in the Application Help.

•

If you use the Document Management module, you can attach Certificate of Compliance documents to the customer shipment.

If the ERS Orders check box is selected for the order in the Demand Entry > Header > Detail, Sales Order Entry > Header > Detail and Sales Order Entry > Summary sheets, Customer Shipment Entry automatically generates ERS (Evaluated Receipt Settlement and Self Billing) invoices for billings for the customer. ERS invoicing allows your customer to pay invoices based on packing slip information they receive from your company. •

The ERS invoice is created for the amount of goods shipped in the pack, at the prices set in the sales order.

•

If designated for the company, the invoice also generates a legal number for the resulting i nvoice. This information prints on resulting AR invoices and packing slips.

•

When the pack is marked as Shipped, the invoice automatically posts. If the pack is marked as Unshipped, the Epicor application automatically generates a cancellation invoice; the next time the pack is marked as Shipped, a new invoice is automatically generated again. Note ERS and non-ERS orders are not allowed in the same pack. If the first order release is added to a pack that belongs to an ERS order, non-ERS order releases are not allowed in that pack. Note A warning message appears if you attempt to mark a pack as Shipped if it contains lines for an order that has been marked as Ship Complete (in Order Entry), but the actual shipment is only partially complete. This message simply attempts to warn the user of this situation. but can be dismissed, allowing shipment of the pack.

Menu Path

Navigate to this program from the Main Menu:

24

•

> Customer Shipment Entry-Load Planning

•

Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

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PackOut Use the Customer Shipment Entry > PackOut sheet to create, pack, and unpack Pack I Ds using a bar code scanner. Fields are automatically enabled and disabled for ease of scanning with minimal mouse usage. The search functions for each field are progressively restrictive based on entries in previous fields. For example, if Part A is entered in the Part field, searches in the Line field will yield only the lines that hold Part A as a quantity available to pack or unpack. This sheet is available only if you have the Package Management license installed. You can enter data directly by keying it in, or via barcode entry if the hardware is installed to do so. Note To disable the Pack Out sheet, select the Disable Pack Out check box in the Modules > Shipping Receiving > General sheet in Site Configuration Control.

Workshop - Add a Pack for the First Order With the sales order and allocated stock the Fulfillment Workbench generates, use Pack Out to ship the items to the customer. Navigate to Customer Shipment Entry . Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. Navigate to the Pack Out sheet. 2. In the Order Number field, enter the sales order number created in the Workshop - Enter a Sales Order and press Tab. 3. In the Weight field, enter 4 LB. 4. In the Scan Window section, in the Part field, enter DCD-300-OR and press Tab.

The Match Found alert displays. The Warehouse and Bin fields populate. 5. In the Warehouse field, search for and select SHP. 6. In the Bin field, search for and select SHP-1. If a Results in a Negative Quantity message displays, click Yes. 7. In the Qty field, enter 150 and press Tab. 8. Note the Pack ID number _______________. 9. From the Actions menu, select Print.

The Print Packing Slip/Labels window displays. 10. In the Print Packing Slip/Labels window, accept the defaults and click Print Preview. 11. After viewing, exit the Packing Slip Print window and exit Print Packing Slip/Labels. 12. In Customer Shipment Entry , from the Actions menu, select Close.

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13. Click Save, but remain in Customer Shipment Entry.

Add a Pack for the Second Order 1. Navigate to the PackOut sheet. 2. From the New menu, select New Pack. 3. In the Order Number field, enter the order number you created in the Workshop - Enter a Quick Order and press Tab. 4. In the Weight field, enter 4. 5. In the Part field, enter DCD-300-OR and press Tab. 6. In the Warehouse field, search for and select SHP. 7. In the Bin field, search for and select SHP-1. 8. In the Qty field, enter 100 and press Tab. 9. Record the Pack ID number_______________. 10. In Customer Shipment Entry , from the Actions menu, select Close.

Customer Shipment Tracker Use the Customer Shipment Tracker to locate shipments and analyze shipped items. The Customer Shipment Tracker is a very useful tool to view shipment information and provides one place to view shipment-related information. Note The Subcontractor Shipment Tracker and the Transfer Order Shipment Tracker provide the same functionality for transfer order shipments and subcontract shipments. Menu Path


Executive Analysis > Trackers > Customer Shipment Tracker

•

Material Management > Shipping / Receiving > General Operations > Customer Shipment Tracker

•

Sales Management > Customer Relationship Management > General Operations > Customer Shipment Tracker


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Customer Relationship Management > Sales and Marketing Management > General Operations > Customer Shipment Tracker

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Master Pack Shipment Use Master Pack Shipment to combine separate pack IDs (master packs) into one master pack group to ship as one shipment. You can select the shipment type for the master pack, but the pack is then restricted to only shipments of that type. In addition, all pack IDs you entered into a master pack must contain the same ship-to address and ship via code as the first pack ID added. •

If the Calculate Taxes for Customer Shipments check box is selected in the Company Configuration > Modules > Materials > Shipping Receiving sheet, the Epicor application calculates tax amounts for customer shipments when a pack (or master pack) is shipped or closed, and then stores it interna lly for use when printing the associated packing slips. This information includes the single unit and extended tax amounts for shipped goods line items. Note that the packing slip can only be printed after the pack is shipped or closed. Tax calculations are only performed at this point and may not correspond to the tax amounts calculated at the time the customer is actually invoiced for the items. The calculated pack taxes are based on the associated sales order values at the time the taxes are generated, and are not updated with changes made to the sales order.

•

If the Calculate Prices check box is selected in the Company Configuration > Modules > Materials > Shipping Receiving sheet, packing slips also print pricing information, including the single unit and extended values for shipped goods line items. Note If you mark a pack as Shipped, which contains lines for an order that has been marked in Sales Order Entry as Ship Order Complete, a warning message displays if the actual shipment is only partially complete.

Menu Path


Material Management > Shipping / Receiving > General Operations > Master Pack Shipment Entry

Workshop - Master Pack Shipment Combine the Pack IDs you generated for each of the orders being shipped to Dalton into a single master pack ID and shipment. Navigate to Master Pack Shipment . Menu Path: Material Management > Shipping / Receiving > General Operations > Master Pack Shipment Entry 1. From the New menu, select New Master Pack . 2. In the Shipment Type field, verify Sales Order defaults. 3. In the Stage field, enter UPS. 4. In the Ship Via field, select UPS Ground.

The Ship Date defaults to today's date. 5. In the Type field, search for and select Box Carton. 6. From the New menu, select New Pack.

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7. In the Pack ID field, enter the first Pack ID you created in the Workshop - Sales Order Pack Out and press Tab. 8. Click Save. 9. From the New menu, select New Pack. 10. In the Pack ID field, enter the second Pack ID you created in the Workshop - Sales Order Pack Out and press Tab. 11. Click Save. 12. From the Actions menu, select Print Pack. 13. In the Print Master Packing Slip/Labels window, accept the defaults and click Print Preview. 14. After viewing, exit the Packing Slip Print window and Print Packing Slip/Labels. 15. From the Actions menu, select Stage. 16. Navigate to the Summary sheet.

The Pack ID field represents the Master Pack ID number. 17. Note the Master Pack ID number _______________. 18. Click Save and exit Master Pack Shipment.

Stage Ship Confirm Use Stage Ship Confirm to confirm shipments of staged Pack IDs or Master Packs. The Stage process allows you to group Pack IDs which are intended to be shipped together into stages. Once Pack IDs have a stage assigned and their status is set to Staged, they are available in Stage Ship Confirm. In Stage Ship Confirm, you can select a group of Pack IDs and mark them as shipped all at once. Note A warning message appears if you attempt to mark a pack as Shipped if it contains lines for an order that has been marked as Ship Complete (in Order Entry), but the actual shipment is only partially complete. This message simply attempts to warn the user of this situation. but can be dismissed, allowing shipment of the pack. Menu Path


Material Management > Shipping / Receiving > General Operations > Stage Ship Confirm Entry

Workshop - Confirm Stage Ship In this workshop, confirm the shipment of the staged master pack. Navigate to Stage Ship Confirm. Menu Path: Material Management > Shipping / Receiving > General Operations > Stage Ship Confirm Entry

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1. Click the Search button (binoculars), then search for and select the Master Pack created in the previous workshop. 2. In the Date Shift field, verify Today defaults. 3. Click Select All. 4. From the Actions menu, select Ship Confirm.

The Ship Status check box is selected indicating the package has been shipped. 5. Click Save and exit Stage Ship Confirm.

Transfer Order Shipment Use Transfer Order Shipment to enter the shipment of an inter-site transfer. This program is valuable when you want to satisfy inter-site demand. This program allows you to ship an existing transfer order entered in Transfer Order Entry in the Inventory Management module; or, if your site definition allows it, you can use the Direct Shipment functionality on the Actions menu to ship parts to another site without the benefit of an existing transfer order. Use Receive Transfer Order to enter the receipt for the site that receives the parts on the transfer order. Menu Path


Material Management > Shipping / Receiving > General Operations > Transfer Order Shipment Entry

Transfer Order Pick List Use the Transfer Order Pick List report to produce a pick list for one or more transfer orders. This report is only available if a Multi-Site license is installed. Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. For more information, refer to the Filters O verview topic in the Application Help. Important For more information on how to review the status of a report you print, preview, or generate, refer to the System Monitor Overview topic in the Appl ication Help. Menu Path


Material Management > Inventory Management > Reports > Transfer Order Pick List

•

Material Management > Shipping / Receiving > Reports > Transfer Order Pick List

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Pack Out Course

Subcontractor Shipment Entry Use Subcontractor Shipment Entry to enter shipments to subcontractor suppliers for Work in Process (WIP) parts that require outside processing. By entering the shipment, you can process the part movement when they are outside your site and track the material shipped to subcontractors. Menu Path


Material Management > Shipping / Receiving > General Operations > Subcontractor Shipment Entry

Reports and Trackers This section describes the reports and trackers applicable to the pack out process.

Pick List for Jobs Use the Pick List for Jobs to list material requirements for the jobs selected. You can include both inventory and purchased materials. Inventory materials are listed in a format useful for entering issue quantities directly on the report. The Pick List for Jobs is a shopping list of the materials that need to be issued to the job. The pick list assists warehouse personnel in locating and physically pulling the parts job assemblies require. The efficient use of pick lists can maximize the speed with which parts are selected to complete a job or job assembly. Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. For more information, refer to the Filters O verview topic in the Application Help. Important For more information on how to review the status of a report you print, preview, or generate, refer to the System Monitor Overview topic in the Appl ication Help. Menu Path


Material Management > Inventory Management > Reports > Job Pick List

•

Material Management > Shipping / Receiving > Reports > Job Pick List

•

Production Management > Job Management > Reports > Job Pick List

Part Tracker Use the Part Tracker to access current information on parts in the database. This includes information such as revisions, on-hand quantities, costs, locations, inspection, and planning data. You can use the Part Search feature to pull multiple part records into the Part Tracker. The tracker displays only one part at a time. You cannot add or edit records in this tracker. Numerous sheets are available in the Part Tracker. Many of them are read-only versions of sheets that display in Part Maintenance. The Part Tracker also pulls in Qual ity Assurance information for the part.

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Use the Part field context menu to access additional programs. If you enter a part number in the Part field before you select a program from the context menu, the program automatically populates with that part number. You can access the following programs from the Part field context menu: •

Part Entry

•

Part Transaction History Tracker

•

Part Display

•

Part Advisor

•

Part Search

•

Purchase Advisor

•

Time Phase

•

Job Manager

•

Available to Promise

•

Part On Hand Status

Additional information is available from the Part Tracker Actions menu, including: •

Approved Suppliers

•

Forecast

•

Configurator

•

Where Used

•

Master Production Schedule

•

Price List

•

Attachments

•

Memos

•

Change Logs Tip To view inactive part records, create a special dashboard. To do this, copy the zPartTracker01 query and change its filter settings to display parts that have the Inactive status. For more information, refer to the Dashboard topic in the Application Help.

Menu Path


Executive Analysis > Trackers > Part Tracker

•

Material Management > Inventory Management > General Operations > Part Tracker

•

Material Management > Purchase Contracts Management > General Operations > Part Tracker

•

Material Management > Purchase Management > General Operations > Part Tracker

•

Material Management > Shipping / Receiving > General Operations > Part Tracker

•

Material Management > Supplier Relationship Management > General Operations > Part Tracker

•

Production Management > Engineering > General Operations > Part Tracker

•

Production Management > Job Management > General Operations > Part Tracker

•

Production Management > Material Requirements Planning > General Operations > Part Tracker

•

Production Management > Quality Assurance > General O perations > Part Tracker

•

Production Management > Scheduling > General Operations > Part Tracker

•

Sales Management > Configurator Management > General Operations > Part Tracker

•

Sales Management > Customer Relationship Management > General Operations > Part Tracker

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•

Sales Management > Order Management > General Operations > Part Tracker

•

Sales Management > Quote Management > General Operations > Part Tracker

•

Service Management > Field Service > General Operations > Part Tracker

Pack Out Course


Customer Relationship Management > Configurator Management > General Operations > Part Tracker

•

Customer Relationship Management > Sales and Marketing Management > General Operations > Part Tracker

•

Customer Relationship Management > Order Management > General Operations > Part Tracker

•

Customer Relationship Management > Quote Management > General Operations > Part Tracker

Time Phase Inquiry Use Time Phase Inquiry to review time-phased material requirements for a specific part. Menu Path: Production Management > Material Requirements Planning > General O perations > Time Phased Inquiry

You can access this tracker from other programs, such as: •

Change PO Suggestions

•

New PO Suggestions

•

Part Tracker

For more information on trackers and to learn about its general program functionality, refer to the Tracker Overview topic in the Application Help. The overview topic explains the tracker interface, as well as how to search for specific records. The topic also contains concept and term definitions.

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Specialized Pack Out Processing

Specialized Pack Out Processing This section of the course discusses some of the more advanced features of the Pack Out functionality. Auto-Print Control

You can use the Auto-Print control functionality to schedule or automatically print reports, such as sales order pick lists, packing slips, or shipping labels. This can speed up the shipping process even further by automating your print functionality. Bartender

The Bartender application is an external system that allows you to utilize bar code fonts. Within the Bartender application, you can create custom labels and save them in a directory that is available to machines that run the Epicor application. Labels can consist of fixed data or database data. The format can be human readable, bar code, or both. Customer UPS Email

Pack Out functionality, together with a manifest shipping system, allows you to alert your customers when a pack is created via UPS. This function then uses one of the three notification l evels set up on the Manifest Info. The notification levels are on shipment, failure of shipment, or delivery notification. Manifest System

Pack Out functionality allows integration with a manifest shipping system. This creates a seamless connection between your shipping process and global shipping providers such as UPS or FedEx. Master Pack UPS Email

Pack Out functionality, together with a manifest shipping system, allows you to alert your customers when a Master Pack is staged via UPS. This function then uses one of the three notification levels set up on the Manifest Info. The notification levels are either on shipment, failure of shipment, or delivery notification. Phantom Pack

Phantom pack functionality provides the ability to ship all items on an order under a single Pack ID. When a Pack ID is created, the number of cartons needed is determined and cartons with tracking numbers, size and weight, and freighted costs are sent to the manifest system. Then, required shipping l abels are generated.

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Conclusion

Pack Out Course

Conclusion Congratulations! You have completed the Pack Out course.

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