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The Latest in XA PM – R9 PowerPoint PPT Presentation


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The Latest in XA PM – R9. “What’s new from R6 to R7, to R9 ……”. XA Procurement Management. Rod Fortson – CISTECH, Inc Sr. XA Process Consultant & Certified IFM/AM, Costing & ERP “The Mapics Experts”. PM – New functions . Application Settings Code File Maintenance/Master files

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The Latest in XA PM – R9

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The latest in xa pm r9 l.jpg

The Latest in XA PM – R9

“What’s new from R6 to R7, to R9 ……”

XA Procurement Management

Rod Fortson – CISTECH, Inc

Sr. XA Process Consultant & Certified IFM/AM, Costing & ERP

“The Mapics Experts”


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PM – New functions

Application Settings

Code File Maintenance/Master files

Purge/Reports/Mass Update item Level

Buyer – Item Revisions

EPDM- Item Revision / Implementation Status

Enhanced Vendor Maintenance

Purchase Request and Requests (with History)

Online PO Variance

Attachments & maintenance history to history

Ship Notices

Debit Memo’s

PO Tasks – IDF Level 1 Options


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Application Settings


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Application Settings

  • Does not require dedicated mode.

  • User Access

  • New Security


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Purchase Master File Objects

Files can be maintained from Powerlink


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PO Close & Purge

  • Select a range

  • Select individual

  • Normal Close

  • Force Close

  • Activate

  • Undo Close

Close can be reversed


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Purge from Client

Attachments & maintenance history to history


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Reporting from Client

Price Variance

Purchase Orders

Quotation Request

Quote / Contract Analysis


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PO Variance and Print Reports

Send Email – Confirmation TAB

HTML/PDF or Text File – Output Tab


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Quotation Requests & Contracts Analysis Reports

Send Email – Confirmation TAB

HTML/PDF or Text File – Output Tab


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Item Revisions for a Buyer

The Buyer Items option in the Buyers object now displays item revisions, including the current revision and other revisions for each item. For example, from a buyer in Procurement Management (PM), users can now see a list of all items assigned to that buyer and all revisions of those items.


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Item Status – Impact on PM

  • With Release 9, every item revision must have an implementation status.

  • An implementation status can be assigned to more than one item revision.

  • The Release to purchasing attribute controls whether a requisition or purchase order can be created for an item revision.

  • The Procurement Management (PM) application uses this status code to determine whether a requisition or purchase order can be created for an item revision.

  • If the Release to purchasing status is set to Yes, the purchase order creation for the item revision can proceed. If set to No, the purchase order create function cannot process the item revision.

  • The Release to purchasing attribute provides an additional level of control for which revision of an item is eligible for purchase.


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EPDM – Item Revision Changes which could impact Purchasing

  • Stocking UM /Enterprise Item - All revisions of an item within an enterprise will use the same unit of measure for stocking the item.

  • Inventory code/Enterprise Item -All revisions of an item within an enterprise will be the same classification in inventory.

  • Unit Cost Default /Site (default value) -The unit cost can vary by revision between and within sites for this item. For convenience, the Unit Cost Default value of the current revision is stored at the Site Item level.

  • Batch/lot control /Site -All revisions of an item within a site will have the same batch/lot control setting.

  • Discrete allocations /Site -All revisions of an item within a site will have the same discrete allocations setting.

  • Inspect-on-receipt /Site -All revisions of an item within a site will have the same inspect-on-receipt setting.

  • Item type /Site (in some cases) For item types 1-9, the value can vary by revision. The default value is stored at the Item Site level. 0 must be same.

  • QC (shelf life) /Site- All revisions of an item within a site will have the same QC value

  • Shelf life days /Site - The default value is stored at the Item Site level, but the value can be overridden within revisions.


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Purchasing – New Vendor Objects

Vendor Contacts


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Vendor Contacts

  • Many Contacts for Vendor

  • Main E-mail in Vendor Master


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Vendor Enhanced Security

Two new field security categories have been added to maintain separation of duties. The VNDPUR category controls which users are authorized to more than forty PO-related fields in the Vendor object. Another category, PAYMENT, controls about two dozen payment-related fields in the PO and related objects. This field security applies only to the client, not the legacy (green screen) functions. Companies desiring this feature will need to set up security so that the only way for users to maintain vendors, vendor items, POs, buyers and items is through the client.


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Vendor Graph Card


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Vendor Compound Card


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Add Color Schemes to Views by Row or Column

Any PO over $10,000 is highlighted


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Add Color Schemes to Views by Row or Column

Any PO over $10,000 is highlighted

and the Purchase price is less than $1.


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Purchasing – New Purchase Request Object

Purchase Order Request

Create/Maintain options


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Purchase Requests

Purchase Request

Buyer:John Doe

Whs:Atlanta

Priority:1

Contract:123

REQ

ITEM

QTY

DATE

1123A10Apr 1

2254644Apr 8

3593848Apr 8

4201914Apr 1

5387687Apr 6

  • New object on main browser

  • Ties together requisitions

    • Like a header

    • Handle requisitions as a group

    • Makes entering and tracking requisitions easier


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Purchase Requests

From the requisitions

Overall status

All/Some/None

All/Some/None


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Purchase Requests


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Requisitions

Purchase Request items are requisitions


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Purchase Request details card

Default values for new requisitions added to this Purchase Request

Requisitions


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Benefits

  • Purchase Request is for the requisitioner, not the buyer

    • No change to buyer’s process

  • Manage and track requisitions as a group

    • For order, job, contract

  • Quick glance shows status

    • Drill-down to see more


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PO Variance

  • Now online

    • Inquire into it any time from PO or PO History

    • Can still print report

  • Choose among comparisons

    • Standard vs. Actual vs. Expected


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PO Variance

Define ‘Standard’…

Comparison cards


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PO Variance

… and ‘Actual’

Comparison cards


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Purchasing – New Debit Memo Object

Purchase Order Item Debit Memo

Display/Change options

Vendor Return created from Scheduled receipts/ Creates Debit Memo


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Shipment Notices

A Shipment Notice is an Advance Ship Notice (ASN) from your vendor of what you can expect

in an upcoming shipment. It may have one or more line items, from one or more purchase orders, and can optionally describe what items are in one or more containers. Since an ASN is what the vendor actually shipped, it makes it much easier to receive a shipment. Instead of looking up POs and doing partial receipts, receiving personnel can simply receive by ASN--the whole thing, one container at a time, or item-by-item.

The system knows what PO line items quantities were shipped, so the PO data is updated properly as receipts are processed.


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Shipment Notices


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Shipment Notice Detail

Select from different tabs to view

Information or take an action


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PO History (Through PM)

PO

PO

Hist

PO

PO

Hist

  • Move attachments to history

    • History order has same attachments open order did

  • Move maintenance history to history

    • History shows evolution of PO


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IDF PURCHASING TASK OBJECT

The IDF Level 1 interface streamlines the access between Power-Link applications and the XA applications.


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IDF FUNCTIONALITY- XA Development Framework

  • Provides an integrated flow for users when working with information in both Power-Link and in the functions previously only accessible in the XA legacy applications.

  • Provides access to the IDF Level 1 tasks related to that application or to the Power-Link functions on the application card.

  • Allows a user to enter information or to select the options required to perform the task.

  • An IDF Level 1 application window contains the icons users click to start specific tasks. XA organizes the icons in groups of related tasks. Each task icon starts a specific task.

  • The IDF Level 1 windows cannot be customized in the same way that Power-Link windows can. Also, some advanced Power-Link functions, such as broadcasting and receiving information among application windows or attaching outside files to application records, are not available for IDF Level 1 functions.

  • IDF Level 1 does provide an Additional Tasks feature that allows users to add frequently used options to the IDF Level 1 application windows through the Menu Maintenance function in Cross Application Support


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IDF – Other Procurement Tasks


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IDF – Other Procurement Tasks


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