New features added, version 7.5.2
Program OSEM, Stage Sales Order for Shipping, is used to stage a sales order for shipping. It moves inventory from the warehouse to the shipping area and bin flagged as staging in program ILMM, Location Master Maintenance.
After a sales order is staged, it can either be shipped or containerized. If any part of a sales order has been staged, program OESC, Shipping Confirmation, will only ship the staged quantities, and it will only take inventory from the staging area. Shipping will fail if a line has a zero qty staged.
You can maintain order tracking information for the staged orders in this program.
When orders are initialized for staging with the [Initialize Staging] button or with program OSBS, Batch Select & Initialize Staging, a tracking record is written for the INITIAL tracking code.
When orders are auto-staged with the [Auto Stage] button, a tracking record is written for the STAGED tracking code.
When orders are unstaged with the [Un-Stage] button, a tracking record is written for the UNSTAGE tracking code.
If you manually stage/unstage order lines for an order, no tracking record is written.
Orders for which staging was initialized using program OSBS, Batch Select & Initialize Staging, are maintained in this program.
Staged sales order lines display the word STAGED in blue beneath the sales order line in program OEOE, Sales Order Entry Maintenance, and program OESC, Shipping Confirmation.
Some setup is required in program MURM, Initialization Parameter Maintenance, for containerizing staged sales orders.
Staging Sales Orders on Hold
Staging Rules for Multiple Plants
Staging Sales Orders for Shipping
Staging Sales Orders Manually
Unstaging Sales Orders
Containerizing Staged Sales Orders
OSEM Action Buttons
Sales orders on hold can only be staged when the hold code assigned to the sales order is set to Allow Staging in program CMHM, Hold Code Maintenance.
If the hold code has the Allow Staging flag set to off in program CMHM, Hold Code Maintenance, the order will not be displayed in this program, and you cannot stage the order until it has been taken off hold with program OEHR, Credit Hold Release.
You cannot stage orders with the following conditions:
The sales order was entered in a different plant that the one that you are currently logged into.
The sales order location in the header is assigned to a different plant than the one that you are currently logged into.
The sales location in the header is assigned to a different plant than the default plant for the sales order lines.
Once a sales order has been staged, the sales location and the sales order line default plants cannot be changed.
1. Enter the staging area and bin.
You can use the list of values.
The only locations that can be entered in these fields are those that are defined as staging locations in program ILMM, Location Master Maintenance.
It is strongly recommended that users do not make the staging locations non-nettable. Non nettable locations are meant to be used to quarantine inventory so that it will not be considered for planning/reservation purposes.
If your staging locations are non-nettable, and the Include Non Nettable in available to promise flag is set to off in program SPMM, System Parameters/Default Maintenance, when you stage the quantity to that location, the quantity moved will not be added back into the available to promise. Since the sales allocations are not decremented until the sales order is shipped, it will appear to make the available to promise less than it actually is.
2. In the Employee field, enter the appropriate employee number or crew ID.
Employees and the crews to which they are assigned can be selected from the List of Values.
Crew ID's must be entered manually and cannot be selected from the list of values.
3. Set the Calculate Available to Stage flag to the desired setting.
When this flag is set to on, the quantity available for each order line will be calculated and displayed in the lower block when staging is initialized.
When this flag is set to off, the quantity available for each order line will not be calculated or displayed in the lower block when staging is initialized.
Regardless of the setting of this flag, if the item does not have enough of a quantity available in a stock area and bin, it will not be automatically staged when the [Auto Stage] button is pressed.
4. Tab to the middle block, which is in query mode.
5. Enter the desired query information and press [Execute Query].
For example, if you were querying a specific sales order, you would enter the sales order number in the Order No field and press [Execute Query].
6. The sales order information will be displayed.
7. To begin the staging process, press the [Initialize Staging] button.
All order lines will be displayed in the lower block. The quantity to pick is the quantity ordered from the sales order.
Controlled items without reservations and non-controlled items are automatically initialized for staging from the item's backflush location in program ICEM, Item/Plant Maintenance.
Reserved control numbers will be copied to the control number field for the line item.
Each reserved serial control item and number will be displayed on its own line.
The Print Pick List flag in the header will be set to on. You can manually set this flag to the desired setting.
8. You can change the quantity to pick.
9. If the item is a controlled item, enter desired control number. Serial controlled items will need to be entered one to a line.
10. In the From Area & Bin field, enter the desired stock area and bin location from which the quantity will be picked and moved to the staging area.
Controlled items without reservations are automatically initialized for staging from the item's backflush location in program ICEM, Item/Plant Maintenance.
Drop ship sales order lines will not affect inventory when staged with this program.
11. Leave the container information blank. It will be entered automatically when the order is containerized.
The external flag and vendor field are used to indicate that the vendor shipping the order is an external vendor, such as a third party shipping company.
12. To prevent a line item from being staged, put your cursor in a field for the desired line item and press [Delete Record].
13. When the order is ready to be staged and the information is correct for all sales order lines, press the [Auto Stage] button.
Sales order lines will be split during staging according to the setting of the Stage Split Lines pop-list for the sales location record in program ARLM, Location Maintenance.
When the pop-list is set to None, sales order lines will not be split when the [Auto Stage] button is pressed. The entire order line quantity will be staged on the same staging line.
When the pop-list is set to Case, sales order lines will be split according to the Case Quantity entered in program ICPM, Inventory Planning Data Maintenance, for the item.
When the pop-list is set to Pallet, sales order lines will be split according to the Cases per Pallet quantity entered in program ICPM, Inventory Planning Data Maintenance, for the item.
This pop-list setting is also affected by the CASE_SPLIT_STAGE parameter in program MURM, Initialization Parameter Maintenance. If the parameter is set to N, the quantity will not be split according to case quantity or cases per pallet regardless of the setting in this program.
The quantity to pick will be moved from the indicated stock area and bin location to the staging location.
The quantity that was picked will be moved from the Qty to Pick field to the Staged field.
For split lines, this is the case quantity or pallet quantity for the item.
The Print Pack List flag in the header will be set to on. You can manually set this flag to the desired setting.
If the item does not have enough of a quantity available in a stock area and bin, it will not be automatically staged.
1. You can stage a sales order manually.
2. Enter the staging area and bin.
You can use the list of values.
The only locations that can be entered in these fields are those that are defined as staging locations in program ILMM, Location Master Maintenance.
3. In the Employee field, enter the appropriate employee number or crew ID.
Employees and the crews to which they are assigned can be selected from the List of Values.
Crew ID's must be entered manually and cannot be selected from the list of values.
4. Set the Calculate Available to Stage flag to the desired setting.
When this flag is set to on, the quantity available for each order line will be calculated and displayed in the lower block when staging is initialized.
When this flag is set to off, the quantity available for each order line will not be calculated or displayed in the lower block when staging is initialized.
Regardless of the setting of this flag, if the item does not have enough of a quantity available in a stock area and bin, it will not be automatically staged when the [Auto Stage] button is pressed.
5. Tab to the middle block, which is in query mode.
6. Enter the desired query information and press [Execute Query].
For example, if you were querying a specific sales order, you would enter the sales order number in the Order No field and press [Execute Query].
7. The sales order information will be displayed.
8. In the lower block, in the Line field, enter the sales order line number that you wish to stage.
9. The line item information will be displayed automatically with the quantity to pick set to the quantity ordered.
10. You can change the quantity to pick.
11. If the item is a controlled item, enter desired control number. Serial controlled items need to be entered one to a line.
12. In the From Area & Bin field, enter the desired stock area and bin location from which the quantity will be picked and moved to the staging area.
13. Press [Commit].
14. In the Staged field, enter the quantity to be staged.
15. In the Qty to Pick field, enter the remaining quantity to be picked.
16. Press [Commit].
1. Orders that have been staged can be unstaged.
2. To unstage an order, press the [Un-Stage] button.
3. All staged quantities will be moved from the staging location back to the original location, and the staging line in the lower block will be deleted.
4. If the line has not yet been staged, but staging has been initialized, the staging line will be deleted.
1. Stage the sales order.
2. Press the [Containerize] button. This will create container records for the staged sales order lines.
3. Containers are created according to the AUTO_CONTAINERIZE parameter in program MURM, Initialization Parameter Maintenance.
When set to 'O', all of the staged lines are put into one container.
When set to 'S', one container is created per staging line, regardless of the case quantity or case per pallet quantity in program ICPM, Inventory Planning Data Maintenance.
When set to 'P', when containerizing the order, the program will go through all of the staged lines on the order.
For items with a case per pallet value of 0 or 1 in program ICPM, Inventory Planning Data Maintenance, the program will create one container record for each staging line.
If the case per pallet for an item is greater than 1, the program will ask whether you want to create the containers as one per staging line or one per pallet. If one per staging line is chosen, one container per staging line will be created. If one per pallet is chosen, one container per pallet will be created.
4. To view and maintain the container records, press the [Show Containers] button.
The existing containers for this order will be displayed.
You can change the container ID.
If your have a tracking number from your vendor carrier, such as UPS or Federal Express, this is where you would enter the tracking number.
When containers are queried in program OEST, Container Status Inquiry, you can view the tracking information from the vendor's web site for the container.
This feature is currently only available for Federal Express and UPS. The vendor code for these companies must be assigned to the appropriate ship via codes in program SPSF, Ship Via Code Maintenance.
You can maintain the empty weight
You can maintain the stock area from which the order is being containerized.
You can maintain the bin location within the stock area from which the order is being containerized.
You can maintain the length, width, height, and gross weight, if desired.
Press [Commit].
Press the [Contents] button. Any existing contents will be displayed.
You can maintain the information for the existing contents.
Entering the gross weight, length, width, and height are optional.
5. Press [Commit].
6. Staged sales orders can also be containerized manually in program OSCM, Staged Order Container Maintenance. Containers created with this program can be modified in program OSCM, Staged Order Container Maintenance.
Press this button to initialize the staging process. Initializing staging will set the Print Pick List flag to on, set the qty to pick equal to the quantity ordered for all order lines, and copy reservations for controlled items.
Press this button to automatically stage the order. Auto-staging will set the Print Pack List flag to on, cop the quantity to pick to the Staged field, and move the quantity to pick from the entered location to the staging location. If the [Auto Stage] button is pressed before the [Initialize Staging] button is pressed, the initialize staging functions will also be performed.
Press this button to unstage the order. When the order is unstaged, all staged quantities are moved back to their original locations and staging lines are deleted in this program.
Press this button to view and maintain the containers for the order. Orders can be containerized automatically from this program, or they are containerized in program OSCM, Staged Order Container Maintenance.
Press this button to automatically containerize the staged quantities.
Press this button to view and maintain the tracking information for this order.
Press this button to view a collapsed view of the staging information, including the quantity to pick, quantity staged, quantity ordered, quantity available, item number, and item description. This information cannot be maintained from this view.
Press this button from the collapsed view screen to view the information in full detail. Information can be maintained in the full detail view.