expert expediting in one step - epicor
TRANSCRIPT
Prophet 21 DISCExpert Expediting in One Step
This class is designed for…
ExpeditorsPurchasing AgentInside Sales / Customer Service
Objectives
Create Expediting Review ListCreate Expedite ReportsView Expedited Orders in Task 105Review and Update Expedited OrdersCreate a Single ExpediteRemove Expedited orders From Master
Features and Benefits
PaperlessExpedite by VendorExpedite entire order or just line itemSelect customer orders by ‘Entered By’ or Salesman initialsNext Action date for follow-upEnter expediting commentsFax report to each vendor
This course will NOT cover…
A Brief Overview of the One Step Expediting Feature
One-Step Expediting with Task 412
1. Automatically Select and Display a Batch of Orders for Expediting
2. Print / Fax Vendor Expediting Report3. Review Expedited Orders4. Expedite Master File Maintenance5. Remove Orders from Expedite Master
Task 412 - Option 1
Expedite stock orders that are:Unacknowledged by the vendorUnscheduled within an inflated lead time
Find stock orders that will cause customer orders to be lateLocate late customer ordersOption to only include stock orders if there are customer orders for that item
Task 412 - Option 1
Include or Exclude certain vendorsDo batch expediting for your top 5 vendorsDo another batch for all vendors EXCEPT your top 5
Display your batch of vendor orders to the screen and select the ones that you want to expediteSave your parameters so you can run the same selection again
System-Wide Communication
Expedited items are flagged for everyone to see when listing orders
No duplication of efforts
Inquiry shows that order has been expedited
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Let the system create a report for youSystem generated comment to specify reason for expeditingPut your own comments to the vendor directly on the reportFax the report or print it
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Task 412 / Report
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Option 3
If orders is Received, Invoiced, or Scheduled the system will Resolve the Expedite for youLet the system find the Expedited Orders that have not been ResolvedDisplay the orders that need Follow-up and select the ones you want to add to a new expedite report
Option 3
Flag certain expedited orders that require Follow-upCreate a ‘To-Do’ list of all orders that you need to Follow-up on by DateUse the User Defined fields to create your won Expediting criteria
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Option 4
Select individual orders/line items to expedite
Specific Expediting
Anyone can do a ‘Spot’ ExpediteRecord comments from your phone conversation to the vendorSend a Fax requesting an update on just one orderUpdate the comments on an order already expedited
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Option 5
Unlimited historyOnly resolved expedites purgedPermanent expedites never purgedPurge based on action type code.
Task 412 - Option 5
Summary
Create an Expedite Review ListFax the Expedite report to you VendorsUpdate Expedited OrdersExpedite a Single orderRemove orders from the Expedite MasterUse Task 105 to view Expedites
For More Information…
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