RE: back to back Shipments (AKA direct shipments)

[Dan Thomas <DThomas@xxxxxxxxxxx>]

I've sent a another message on this topic (although it hasn't bounced back
to me yet).  I'm so long winded they seem to take a while!

Reserving an order line quantity against an inbound PO (the option 5 you
mention) is completely different than the direct ship function.  PO
reservation is used to pre-allocate inventory to a customer order against a
restock PO that already exists.  Direct shipments creates a requisition (and
eventually a PO) separately for each customer order.  In reservations, you
will still ship the product out of your stockroom/warehouse using normal
functions.  With direct shipments, the stock never hits your docks and
you're simply providing an "order processing / billing" service.  In a
non-manufacturing environment (like ours) you do not have to have the
configurator installed to use either direct shipments or PO reservations.

There is one bit of commonality.  With both of these functions, you can link
from the customers order to your purchase order to the supplier using the
5=Reservations option (but with direct ships this is an inquiry tool and not
a data entry requirement).

One more final note about direct shipments: You have to be careful if the
customer cancels their order.  During the time it is a requisition, JBA will
cancel the requisition if the customer cancels their order line.  However,
once you've turned the requisition into a Purchase Order it will not be
deleted if you delete the customer order line.  This is a bad situation!
The manufacturer doesn't know to stop shipment and when they invoice you the
Reservation Monitor doesn't know what to do with it since it's no longer
linked to an order.  We've addressed this situation with SOP's that instruct
customer service to get with Purchasing when a customer wants to cancel a
direct ship PO.  

Dan Thomas
Sr. VP Information Systems
MDI
4500 Progress Blvd.
Louisville, KY  40218-5058
Phone (502) 454-9013 ext. 120
www.mdiweb.com


-----Original Message-----
From: Dick Ellinger [mailto:ellinger@howardmiller.com]
Sent: Wednesday, August 30, 2000 3:18 PM
To: 'JBAUSERS-L@midrange.com'
Subject: RE: back to back Shipments (AKA direct shipments)


In advanced order entry, on the line item entry screen there is an option 5 
- Reserve.  You put it on the line you are going to reserve and it takes 
you to the Reserve Stock Against Supply Orders screen.  This will list all 
of the open work orders or purchase orders.  You can reserve against one of 
them.  Once you have a reservation the inquiry screens with show the order 
type as "RS".  In the purchasing and production systems there will be an 
added program function key displayed on those PO's or WO's that have 
reservations.

Two things......The only way this order gets allocated and a pick note is 
printed is when a receipt is processed against your reservation order.

Two, you need to have the configurator module last time I knew. There is a 
back ground job on 13/CNU that must be started in order for the 
Order/Inventory/Production modules to talk to each other.

As far as documentation, there is very little on how everything functions 
together.  We found some in Order entry and Production manuals.  Mostly we 
tested, tested, tested.


-----Original Message-----
From:   Mark Faulhaber [SMTP:mfaulhaber@griffinind.com]
Sent:   Wednesday, August 30, 2000 2:02 PM
To:     JBAUSERS-L@midrange.com
Subject:        back to back Shipments   (AKA direct shipments)

At the Financial User's Group meeting, I was told that we should consider
using direct shipping (aka back to back shipping) for situations where we 
buy
an item and then have it shipped directly to our customer without  going
through our inventory.

I've searched the 3.5.1 online documentation and all I can find is where to 
turn on the Reservation Monitor.  The docs say that it handles the back-end 
processing for direct shipments.

What I need is to know how to actually do a back to back shipment.  Can
anyone point me to the relevant documentation?
Mark A. Faulhaber
Director I/S
Griffin Industires
4221 Alexandria Pike
Cold Spring, Ky 41076

Phone 606-572-2507
Fax 606-572-2575
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