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Quantum VS Help: File Maintenance |
After you have created Kanban records for each of the Customer's Product bins you will be supplying:
The Quantum VS 'Scanner User' will go to the Customer's warehouse and scan the Kanban bar code visible on each empty Product bin (i.e. each bin to be replenished); then:
The file from the scanner must be imported into Quantum VS.
Parked or Held Sales Orders are then created automatically for the Customer with the required quantity of goods to replenish each empty Product bin. These Sales Orders may be amended/Completed/deleted as necessary.
Note: For an overview of the Kanban supply management system and how it operates within Quantum VS see Kanban Maintenance.
On your Quantum VS server a data directory - typically /usr/bct/data - must exist. A KBAN directory structure must be created beneath the data directory. INQ and SAVE_INQ directories are also required.
The scanner import file may then be imported into the INQ directory on the server (i.e. /usr/bct/data/KBAN/INQ).
Following the file import, a server script invokes a program to parse the import file and create the necessary Sales Order(s).
A Sales Order is generated for the appropriate Customer/Customer Site based on the scanned Kanban bar codes. If the import file contains Kanban bar codes scanned at different Customer sites, the routine will create Sales Orders for multiple Customers/Customer Sites as necessary.
Product lines are added to the Sales Order(s) based on the scanned Kanban bar codes. If a default replenishment quantity has been entered in the Quantity field of the Kanban record (i.e. the quantity required to replenish the scanned Product bin), this default quantity is added to the Sales Order line. The line quantity may be edited/added as required.
If the Merge Duplicate Kanban Lines field is checked in (a) the Selling tab of the Price Book Flags Control record, (b) the Customer record - and if applicable (c) the Customer Site record, multiple scans of the same 'Kanban' bar code/Product will be merged into one line on the Sales Order.
Each Kanban bar code's linked Web Environment determines the Company and Branch which will process the generated Sales Orders. The Web Environment referenced against each Kanban Code is also used to:
Ascertain if Stock is Allocated or Back Ordered where there is insufficient stock, via the Stock Flag setting on the Web Environment record.
Ascertain if Kanban Orders should be automatically Parked or Held, via the Order Flag setting on the Web Environment record.
Tie the creation of a Kanban order to a Quantum VS user (via the Web Environment Application User field) to define how far the Sales Order will be pushed through the Sales Order Processing cycle.
For further details see Web Environment Maintenance.
Once the Parked/Held Sales Orders have been generated, the User may optionally amend them as necessary before Completion. For example, following consultation with the Customer it might be necessary to adjust quantities, add/delete lines, make lines 'Forward' lines, and so on.
The Sales Orders Finder can be used to display Sales Orders auto-generated from Kanban bar code scans. To list only 'Kanban scan-derived' Sales Orders: (1) make Sales Orders active in the Finder; (2) click Advanced on the Finder toolbar to display the Search filter fields; (3) uncheck all the Order Origin fields except Kanban (making sure something is selected in Sales Type, Order Status and the other Advanced sub-sections), then (4) click the Search icon. See Finding Sales Orders.
On completion of the import, the import file is archived beneath the SAVE_INQ directory.
An audit is produced for orders which are imported successfully. A separate audit is produced for import files which fail to create a successful order. These audits can be emailed to a user if required.
NEXT: Editing A Kanban Record