Fulfillment Jobstreams

Follow instructions for Project Tracking Prerequisites.
Follow instructions for Project Tracking Jobstreams and Project Tracking Features
Follow instructions in Fulfillment Customer Setup for setting up fulfillment house customers.
Run program UTCM, Fulfillment Context Maintenance, to designate the designate the schemas for the fulfillment house database master and fulfillment house customers.

Item Setup for Fulfillment Houses

Items can be set up two ways for Fulfillment Houses. There are common items, set up at the fulfillment house database master level and copied to the fulfillment house customer. There are also private items, set up exclusively for use by either the fulfillment house database master or a fulfillment house customer.

At the Fulfillment House Database Master Level

ICMM Inventory Master Maintenance:

Enter both common items and private items for this database master. Set the Common Item flag to on for all items that will be used at both the fulfillment house database master instance, and the fulfillment house customer instance. Common items can only be maintained at the fulfillment house database master level. For more information on common items, see the Common Items section.

For items that will only be used in the fulfillment house database master, leave the Common Items flag set to off.

FFSCI Push Common Inventory to Customers:

Run this program to copy all common items to the fulfillment house customer instances. This program should be run when a new fulfillment house customer is created.

GPTM Posting Template Maintenance:

Set up general ledger posting templates to post common inventory transactions to the general ledger.

FFSMC Pull Inventory Transactions to Master:

Run this program to copy all inventory transactions for common items to the fulfillment house database master instance. This program should be run periodically to accurately track common inventory usage.

At the Fulfillment House Customer Level

ICMM Inventory Master Maintenance:

Enter items that will only be used at the fulfillment house customer level for this specific customer. Common items cannot be set up at this level.

GPTM Posting Template Maintenance:

Set up general ledger posting templates to suppress common inventory transactions from posting to the general ledger. Since postings for common inventory are created at the fulfillment house database master level, they should not be generated here.

Fulfillment Project Billing Process

PMBT Fulfillment Billing Line Type Maintenance:

Enter the billing line types for use in fulfillment billing. The following billing types come with the system and should not be deleted: CSO, FRT, RCV, INV, and BIN.

PMBC Maintain Project Billing Calendar:

Create and maintain project billing groups to determine calendar collection periods.

PMFM  Fulfillment Project Billing Maintenance:

As the fulfillment house customer, define fulfillment billing lines. These billing lines are used to generate billing transactions for the fulfillment house customer project.

PMFB Fulfillment Project Billing Calculator:

As the fulfillment house customer, collect counts for billing transactions according to the billing lines set up in program PMFM, Fulfillment Project Billing Maintenance, for the fulfillment house customer project.

PMFC Fulfillment Project Billing Confirmation:

As the fulfillment house customer, confirm counts and create billing transactions. These transactions are then written to the customer project line.

PMBM Project Billing

As the fulfillment house database master, bill the customer for the generated billing amount.

PMFI Fulfillment Project Billing Inquiry:

As the fulfillment house customer, view collected counts for billing transactions.