page 1 cost approval rlm system. page 2 costing of finished goods purchase orders finished goods...
TRANSCRIPT
Page 1
Cost Approval
RLM System
Page 2Costing of Finished Goods Purchase Orders
• Finished Goods Purchase Orders (FGPOs) are the orders Jordache places to the factories that produce the garments
• Costing of FGPOs to Related Factories is done in the factory by the Costing Department
• Costing of FGPOs to Non-Related Factories is done by the Related Vendor (MG, JIL, etc.)
• Completed (Finalized) Cost Sheets are sent to NY for Approval
• Related Factories cannot print labels or ship out of the RLM system without an Approved Cost Sheet
• NOTE: Some of the following slides will have different screen colors (browns and blues), but the screens you will see will all have the blue colors.
(Skip to Main Menu)
Page 3Glossary of Training Terms
• The following terms will be used throughout this training program:– Field: A box on the screen into which you enter
information– Value: The information (data) being entered in the
field. Example: Division number, FGPO number– Icon: An image you may click to perform a function
such as select, submit or exit– (Single-)Click: Also “Select.” Hitting the left mouse
button once. This will activate an icon or select a row in a list of values
– Double-click: Hitting the left mouse button twice o the same part of the screen. Used only to select and return a value from a list.
Page 4Using the RLM System
• These are the primary RLM icons you will use:– Search: Located next to entry fields. Clicking this
icon brings up a pop-up window with a list of all possible values for the field (for example, the next to the Division field will show a list of all divisions) (Shift-F9 keys or F21 key)
– Select: Located on the Search pop-up windows. You may click on a line and click Select to return its value to the main screen
– OK (Submit): Located in the bottom right corner of each screen. Processes the information on screen and brings you to the next screen
– Return (Back): Located at the top of each screen. Click this icon to go back one screen (F2 key)
– Exit: Located at the top of each screen. Click this icon to return to the menu or close a pop-up (F3 key)
Page 5
Enter your User ID and
Password here
Note: User ID and Password are initially assigned by MIS. You will be prompted to change it the first time you login. The password field IS case-sensitive.
Sign On
Click OK
Page 6
Click the check (or hit the Enter key) to proceed
Welcome
Click OK
Page 7
Enter your Company Number in the Company
field (JL=1, DS=4)
If you don’t enter a Company or enter the wrong number, you will receive this
error: Click OK
Select Application
Click the New York Inter Company
Costing button in the menu
Page 8Cost Entry
Enter the contractor (factory) number
(recommended – see next slide)
Or just click “Display Orders for All
Contractors” (F10 key) to view your entire list
Or enter a User PO # (optional)
Note: Security by Division is used to limit your list only to those divisions with which you work. Contact MIS to set up
your security. Otherwise, you will load POs from every division, which may take a few minutes.
Page 9Search for Contractor
To Select a Contractor (Factory)
click the icon
Double-click a Factory to select it, or single-click and hit the
button
You may use the Name, Type or
Country search boxes to jump down the list. Type in the field and
press enter
Click OK when
finished
Page 10Display Costs Requiring Approval
A list of all POs (from that factory, if selected) requiring cost approval appears. POs that have not been finalized by the factory/vendor or were
rejected are not visible
Click “Display All Orders” (F9 key) to
view the list including unfinalized and rejected costs
Page 11Display Costs Requiring Approval
You may click on the animated Excel icon to
export the list to MS Excel for further
filtering. This may take a few seconds
Note: You must close all open MS Excel windows BEFORE clicking the export icon.
Page 12Display Costs Requiring Approval
Right-click on the line of the PO you
want to check
A menu appears. Select “Update
Cost”
Page 13The Cost Sheet: Production Functions
• The cost sheet has already been filled out by the Factory or Related Vendor
• The Production Coordinator’s responsibility is to check the costs for each section and match them to expected or “standard” costs as determined by the Head of Production
• In addition, the Production Coordinator may enter or adjust the below the line costs that Jordache incurs after the Factory Cost– These costs include but are not limited to
Freight, Duty and Commission.
Page 14Cost Sheet Entry: The Cost Sheet
You may not change any
information on the factory’s entries. If anything is wrong,
you must reject the cost
Make sure the header information
is correct – including the style
(left side)
Scroll down to continue checking
the cost
Page 15Cost Sheet Approval: Fabric Description
Enter “F” in the last column of the
Allowance line and hit the Enter key
You must check the fabric description for the Vendor
(consigned) Fabric
Page 16Check Fabric Description
The description appears here
Click OK to return to the cost sheet
Page 17Cost Sheet Entry: The Cost Sheet
To see the cost sheet by section
with column headings, click “Alternate Entry
Mode”
Page 18Cost Sheet: View Headings
At any time you may click this icon
to refresh the calculations
Hit the Back button (F2) to return to the original entry mode
Page 19Cost Sheet: Vendor Fabric
If the Vendor is supplying the fabric, trim and/or
pocketing, the cost/yard and utilization per piece
will be on this screen Note: All fabric values are in cost per square yard ($/yd2)
Page 20Cost Sheet Approval
Continue checking each section using the Page
Down key or the scroll bars.
Page 21Cost Sheet: Total FOB Section
TOTAL COST is the Factory Cost including Vendor
Mark Up
Page 22Cost Approval: Enter Duty
If there is Duty, the percentage and
HTS # will appear here. F12 to recalculate
If there is Hanger Duty enter the
percentage here
Note: Hanger Duty only calculates if there is an entry in “Hanger
Imported” above
Click this icon to refresh the calculations
Page 23Cost Approval: Commission (not used)
If there is Commission, enter
the percentage here
Note: As of 2006 Jordache no longer has commission. Directions Studio may still have commission
for non-related agents.
Page 24Cost Approval: Freight
The default freight charge appears.
Click into the field to change it
Page 25Cost Approval: Miscellaneous
Miscellaneous below-line costs may be entered
here
Page 26Cost Approval: Quota (non-Duty)
Non-duty quota may be entered
here
Page 27Cost Approval: LDP Cost
Below the line totals appear here. LDP Cost is the final total cost to the
purchasing company
Click this icon to refresh the calculations
Page 28Cost Approval: LDP Cost
Click “Final” to approve the cost sheet. Continue
with the next slide
To save your changes without
approving, click the Exit button (F3 key)
Page 29Cost Sheet: Approve and Print
You may also want to check “Print
OPA reports” and “Print cost sheet”
Check “Approve Cost”
Click OK to submit
Page 30Cost Sheet: Print OPAs and Contract(s)
Click the printer to submit
Type over the Outqueue name to
change it
You may change the number of copies of each document that
will print
After Approving, you will be returned to the list of cost sheets pending approval.
Page 31After Finalize: Cost Sheet Listing
After Finalizing, you will be returned to the list of cost sheets to be entered. The Cost Sheet you finalized will not
be on this list.
Page 32Checking the OPAs and Contracts
• The OPA (Order Placement Advice) shows the agent/seller’s order to the factory, including the cost and order breakdown
• The OPA should have a header with the Vendor’s address
• If you do not see a header, please refer to the following slides
Page 33Documents Checklist
Page 34Rejecting a Cost Sheet
• If any part of the Factory/Vendor side of the cost sheet is incorrect, the cost sheet must be Rejected
• Rejecting a cost sheet sends it back to the Factory or Vendor for revision, and deletes any below the line entries you may have made
• Before Rejecting, be sure to add comments to the cost sheet describing the specific cost problems to the Factory or Vendor.
Page 35Select PO for Rejection
Right-click on the line of the PO to be
rejected
Select “Update Cost”
Page 36Enter Comments on Cost Sheet
Click here to enter comments and
instructions to the Factory or Vendor
Coster
Page 37Add Comments to Cost Sheet
Add your comments or questions by clicking on
an empty line and typing
Comments should be instructions for editing the cost to the Factory or
Vendor Coster
Click OK to update the comments
Click Return to go back to the
Cost Sheet
Page 38Exit Cost Sheet
Click Return to exit the cost sheet
Page 39Reject the Cost Sheet
Right-click on the line of the PO you
want to reject
A menu appears. Select “Reject
Cost”
The PO line disappears from the list. It will reappear with the Status “Cost
Revsd.” once the factory or vendor re-submit the cost for approval
Note: A red PO # means that comments
have been entered
COSTED
Page 40What Happens Next
• If Approved, Related Factory can print labels and ship the goods; Non-Related Vendors (e.g., MG can ship and bill the units)
• If Rejected, the cost sheet will disappear from your Orders List with the status “Cost Rejected” – all below the line costs will be deleted. When the Factory/Vendor re-submits the cost sheet, you must redo any below the line changes
• If you did not Approve the cost sheet, it will remain in your list of orders with the status “Costed” until you go back to it and Approve it.