Recent updates
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Where do additional charges show up on an EDI Invoice?
Updated onArticleSteps in the screenshots correspond to the numbers in the headings.
ACCOUNTING Accounting SAP & EFP
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Buyer Expedite List
Updated onArticleCopy ALL list to another tab & label BUYER Filter spreadsheet by CODE keep lines with CODEs listed below and delete other lines EXP-BUYER EXP-NO ORD GRIEF PPO-BUYER CALIBRATION delete the lines with future delivery dates for CAL Email list to department
PURCHASING Purchasing Functions Purchasing Assistant
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Expediting List
Updated onArticleCopy ALL list to another tab & label EXP LIST Filter list by the Delivery Dates and delete all lines due previous working day forward (keep only the lines that require expediting - generally day before yesterday (working days only)) Delete lines for non-FMS sites (see separate list) Delete lines for supplier Roxboro Tool Room Filter spreadsheet by CODE keep lines with CODEs listed below and delete other lines All CONF- codes All UNC- codes All HOT- codes All EXP-PEND codes EXP-TRANS EXP-UPD All LLT- codes Blanks review lines and delete those that do not require expediting (includes uniform company PO’s) Custom sort list in alphabetical order by vendor name with following sort levels
PURCHASING Purchasing Functions Purchasing Assistant
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Emailing FMS Support
Updated onArticleWhat is FMS support All emails for FMS support team are received and needs to be order by corresponding files and/or send to corresponding person Reports (FILE) Emails confirming POs (SEND BUYER) Grief (SEND PAs) Set up vendor (SEND PAs) Set up COI (SEND PAs) Office depot details (FILE) DIVAL POs (FILE) DIVAL BILLING Repairs (FILE) Invoices (SEND TO ACCOUNT PAYABLES) Emails from site require information (SEND TO SUPERVISORES)
PURCHASING Purchasing Functions Purchasing Assistant
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Billing Dival
Updated onArticleEmail receive at FMS support monthly, invoice is from Dival and you need to open SAP select xxx Change purchase order, search for PO 460005556 go to the last line and you'll add a new line with next number if it is 210 next line should be 220 Change invoice number, add amount for corresponding line and site number The rest is you just copy and you continue with the rest of the lines.
PURCHASING Purchasing Functions Purchasing Assistant
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Expedite Past Due
Updated onArticleBrief Summary: Check if order is delivered to correct site Help buyer tracking the order Avoid PPOs We get POs that we need to work from PIB, selecting your team and sites. How to do it? Need to check status If there is a tracking number with correct address. Vendors contact information. We add a note saying what will be done with PO. Change status to PENDING, DELIVERED and UPDATED. We can only change status to SITE or BUYER when we need their information or escalated. Status COMPLETE only when it is a PPO and its closed and order received full. INTRANSIT only if there is a tracking number, with a specific date to be delivered and ship address is correct.
PURCHASING Purchasing Functions Purchasing Assistant
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How to create the PPO report
Updated onArticleOpen the page insideats.advancedtech.com and go to the option Supply Chain.
PURCHASING Purchasing Functions Purchasing Assistant
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Power BI
Updated onArticle“Power BI is an online service with things like connect us to third-party Software as a Service applications, there is a desktop application that allows you to connect to data, model it, analyze it, enrich it and then visualize that data to help uncover those insights.” Will Thomson If you want to take a more in depth look at Power BI: https://www.edx.org/course/analyzing-and-visualizing-data-with-power-bi-2 Info also in efactorypro wiki un power bi documentation
PURCHASING Purchasing Functions Purchasing Assistant
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Problem Purchase Order (PPO)
Updated onArticleIt is when order was upload to PPO log by buyer or site because PO was received with wrong part, damaged part, or it is no longer needed or it was received in wrong place. Add all emails and documents to attachments. Also please add notes in 3.0. Return Material Authorization: RMA Request RMA to vendor (confirm reason) if order needs to be return. *If vendor confirms unable to return PO forward email to site and buyer and confirm they have received the email proceed to close PPO.* When RMA is received forward it to site and request them to send you tracking number when they send PO back. When you received tracking number send it to vendor and request Credit Memo. After you received Credit memo, sent it to buyer and site and confirm they received it, close PPO. UPS Account Request UPS accounts if it needs to ship out to correct site if it was vendor error, if buyer gave wrong direction use UPS account from site. When you received UPS account send it to the person or site that received order, request to ship to correct place. Request tracking number and follow up till order is received in correct place, proceed to close PPO.
PURCHASING Purchasing Functions Purchasing Assistant
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Run Open PO Report
Updated onArticleParameter fields Selection parameters Plant Document Date (always use current date as the last date of range) Execute Choose DELIVERY SCHEDULE layout Export to Excel Delete Col. A (Purchasing Doc. Type) and any yellow rows at the top of the spreadsheet Re-label column headings Purchasing Group > SITE Collective Number > CODE Purchasing Document > PO# Order Quantity > QTY Do any additional clean up on the spreadsheet Delete Req. Tracking Number column Save spreadsheet in Expediting folder on L: Drive L:>Stores Records>Expediting>current month folder file name: Exp Report mmddyy Label Sheet1 tab on spreadsheet as ALL
PURCHASING Purchasing Functions Purchasing Assistant