Supplier Manual for the ASN Process SupplyOn PD

Transcription

1 Supplier Manual for the ASN Process SupplyOn PD PublicPublic 1/24

2 Index 1 Overview New ASN Process Due Deliveries Data Flow User Interface Header Tabs Positions Single Packs Additonal Data Assign Pack. Material to HU Attachments Complete ASN Navigation in WebEDI WebEDI start page Navigation menu ASN Overview ASN Positions Creating an ASN WebEDI Filtering due deliveries WebEDI (Available with release SCM2015B) Upload EDI Direct Integration ASN Copy via Customer Error case of EDI errors Booking of incomplete messages Alerts Configuration Information Material Training Videos Help Pages Format Descriptions Global DESADV EDIFACT Guideline XML and CSV Upload Guideline Public 2/24

3 1 Overview New ASN Process 1.1 Due Deliveries All demands from your customer are consolidated into the so called Due Deliveries. The due deliveries give you an overview over all materials that you have to ship including quantity, delivery date and consignee. You will see all due deliveries independent of demand type but grouped by customer plant and unloading point so that you can simply focus on the materials that you have to ship. 1.2 Data Flow Your customer can configure for each network link which information he requires and how it should be validated. This means, for each customer plant your ASN process can look different. Your customer can also determine which ASN creation methods are available for you. However, independent of the input method, the data is booked into the SupplyOn application and validated according to the same customer specific requirements. So independent of the ASN creation method that you use, the customer will receive the same data. Public 3/24

4 1.3 User Interface For a general introduction to the new SupplyOn user interface components please see the Training Videos. The ASN details screen contains of a header, a main part with several tabs that contain the actual ASN data, and a footer with several function buttons. Your customer can make the following configurations for each network link, this means you can have different settings for each customer plant that you work with. Which tabs are displayed Which input fields are visible Which input fields are editable Which input fields are mandatory (mandatory fields are yellow) Public 4/24

5 Further validations, for example if positions from different purchase order can be included in one ASN or if several different delivery note numbers can be used in one ASN Header The header contains the fields ASN Number ASN Date ASN Status Tabs During the ASN creation you can freely navigate between the different tabs to fill out all information. Which tabs are displayed depends on the configuration of your customer for your network link. Public 5/24

6 Positions On the positions tab you see the most important information for each position included in the ASN Single Packs If you click on the Details link in the column Pack. Mat. Details, you can enter the single pack information for each ASN position. Public 6/24

7 Additonal Data On the additional data tab you can enter further information related to the ASN positions. Public 7/24

8 Assign Pack. Material to HU On this tab you create the handling units and assigne the previously created single packs to them. On the right you see all single packs that are not yet assigned to one handling unit. Before you can complete the ASN, all single packs need to be assigned to one handling unit. On the top left you see each individual handling unit. On the bottom left you see the single packs assigned to the selected handling unit Attachments On this tab you can upload documents that will be attached to the ASN and transferred to your customer. Public 8/24

9 Each uploaded attachment will be checked vor viruses. The ASN can only be sent once the virus scan is complete. If a virus is detected in a document, this document will not be included in the message sent to your customer Complete ASN On this tab, you can enter further information about the shipment, as well as the pickup address and the delivery date. 1.4 Navigation in WebEDI WebEDI start page The WebEDI start page is the first screen opened by the system when accessing the WebEDI/VMI services Navigation menu The ASN process can be accessed via the WebEDI start page. The ASN menu item will only be displayed if your company admin has assigned the appropriate roles to you. The navigation menu is a link to the process; you can use it to navigate directly to the ASN data. Public 9/24

10 Under the section Shipping Processes you will find four sub-menus. They correspond to the different ASN processes that are available at SupplyOn: FPA (Transport Management): ASN (Transport Management) ASN (New) ASN TOMS process TOMS process ASN process Legacy ASN process Which process you use is determined by your customer on a network link level. This means you can actually use all three processes in parallel with different customer plants. Under ASN (New) you find three different navigation options Create ASN Direct link to creation of a new ASN ASN Overview (all) Links to an overview of all ASNs in the new ASN or TOMS process ASN Overview (pending) Links to an overview of all pending ASNs in the new ASN or TOMS process Public 10/24

11 1.4.2 ASN Overview On the ASN Overview screen, you see all ASNs that have been created in the new ASN or TOMS process. You can configure the columns that are displayed in this screen by creating different table profiles and you can create different seach profiles to easily find the ASNs that you are looking for ASN Positions If your customer maintains goods receipts in SupplyOn you can see the goods receipt information for each position in the ASN Positions screen. Public 11/24

12 2 Creating an ASN 2.1 WebEDI If you click on the link Create ASN in the ASN new or ASN Transport Management process, you directly enter the ASN creation process. In the first step you see a list of all due deliveries grouped by customer plant and unloading point Filtering due deliveries The due deliveries screen has some useful filters to allow you to find the entries that are most useful for your workflow. When you enter the due deliveries grouped screen, the entries you see are per default filtered by the following criteria: Open demands based on ASN Creation Due Date: two days in the future (including past) This means you will see all due deliveries where the ASN creation due date is in the past or at most two days in the future. When the ASN creation is due regarding to the pick up and delivery time of the shipment, is decided by the configuration of your customer. You can change this search according to your preferences and create a search profile for your user. Public 12/24

13 You can search lots of data fields, for example material number or description as in any other overview screen, but for ASN creation, the following custom search fields are the most useful: Filter ASN Creation Due Date Date included in Demand represents Delivery Date Due Del. ASN Status Extra Shipment Possible Open demands based on ASN Creation Due Date Open demands based on Delivery Date Open demands based on Pickup Date Options between (in number of days) between (selection of date) days back (incl. future) days in the future (incl. past) earlier than or equal to (selection of date) equal to (in number of days from today) equal to (selection of date) later than or equal to (selection of date) Delivery Date Pickup Date between (in number of days) between (selection of date) days back (incl. future) days in the future (incl. past) earlier than or equal to (selection of date) equal to (in number of days from today) equal to (selection of date) later than or equal to (selection of date) ASN not required ASN required True False between (in number of days) between (selection of date) days back (incl. future) days in the future (incl. past) earlier than or equal to (selection of date) equal to (in number of days from today) equal to (selection of date) later than or equal to (selection of date) between (in number of days) between (selection of date) days back (incl. future) days in the future (incl. past) earlier than or equal to (selection of date) equal to (in number of days from today) equal to (selection of date) later than or equal to (selection of date) between (in number of days) between (selection of date) days back (incl. future) days in the future (incl. past) Public 13/24

14 earlier than or equal to (selection of date) equal to (in number of days from today) equal to (selection of date) later than or equal to (selection of date) 2.2 WebEDI If your customer has enabled the process for ASN generation, you will get notifications in case there are demands where an ASN creation is due. 2.3 Upload If you generate export files from your ERP system that you want to uplod to generate ASNs, you can upload them into the system. On the ASN Overview page you can upload ASNs by clicking Upload and then choosing between the different options. Option Upload and View Upload and View CSV Upload and Send Upload and Send CSV Functionality Upload an XML file and review before sending. Saves the uploaded ASN in status Pending. You have to manually send the ASN by opening it and clicking the Send button. Upload a CSV file and review before sending. Saves the uploaded ASN in status Pending. You have to manually send the ASN by opening it and clicking the Send button. Upload an XML file and send immediately. Upload a CSV file and send immediately. In the ASN Overview, under Download -> Template XML File, you can download an example XML file as well as an XSD file that defines the syntax for the upload file. Public 14/24

15 2.4 EDI If your customer has enabled the SO-EDI process, you can create ASNs via EDI. For questions regarding EDI integration, please contact Direct Integration If you want to create you ASNs via EDI, you need an EDI Integration with SupplyOn. SupplyOn supports the SupplyOn Specific Global DESADV (D07A) ASN Copy via Customer If you already have an EDI integration for your customer, your customer can also forward the messages that you sent to him to SupplyOn. The ASNs you send to your customer will then be displayed in SupplyOn WebEDI and can be used for follow up processes such as invoice ASN based invoice creation or goods receipt booking Error case of EDI errors If during the processing any problems occur, you will be notified via . Public 15/24

16 2.4.4 Booking of incomplete messages Depending on the settings of your customer it can be possible that incomplete messages (for example mandatory fields are missing) are booked in the system and forwarded to your customer. If an incomplete message is booked, you will be notified by . Public 16/24

17 Depending on the settings of your customer the incomplete message will be forwarded to your customer or not. If the message as not yet forwarded, you can click the link in the message and edit and send the message in WebEDI. Public 17/24

18 3 Alerts Depending on the configuration of your customer, alerts are created to notify you and the customer of important events. Alerts are available in the Alert Overview on the WebEDI start page. On the alert overview you can set up notifications for alerts that are relevant for you. Based on your notification settings, you will get an notification with your alerts. Public 18/24

19 The following alerts are relevant for the ASN Process. Tab FPA/ASN Alerts o ASN Status ASN: Goods Receipt overdue ASN: Goods Receipt: Different Quantity ASN: Item Closed or Cancelled ASN: Over-Shipment ASN: Under-Shipment ASN: Early-Shipment Tab Overdue / Deviating Confirmation o Status Confirmation ASN Creation Overdue Public 19/24

20 4 Configuration Under Administration -> Logistics Settings you can configure for your control point the following: Option ASN number Label number One delivery note per dispatch Label DIN A5 Paper Meaning The start value for the ASN number and if it is automatically assigned The start value for the label number and if it is automatically assigned If it is possible to enter serveral delivery note numbers for each ASN If you print your labels on DIN A5 paper or DIN A4 paper Public 20/24

21 5 Information Material You can reach the SupplyOn Help System by clicking on Help for this page on the WebEDI start page. 5.1 Training Videos If you navigate to Video Training -> Video tutorials on the WebEDI / VMI Help page you find video tutorials for the following topics: ASN creation Flexible User Interface within the logistic process Packing Master Data for WebEDI Public 21/24

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23 5.2 Help Pages On each page in the ASN process you can click on Help for this page in the top right of the page to jump directly to the help age for the current screen. Or you can browse all help pages from the WebEDI/VMI Help page. 5.3 Format Descriptions Global DESADV EDIFACT Guideline The EDIFACT Guideline for the SupplyOn Global DESADV can be provided by SupplyOn consulting. Please contact XML and CSV Upload Guideline On the WebEDI / VMI Help page you find the upload guidelines under Help on Pages -> Download and Upload Formats. Public 23/24

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