w414 - managing international buys with container tracking · doing business internationally...
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Summit 2007: Get Connected
W414 – Managing International Buys with Container Tracking
Cindy HawkinsQuality Assurance
Doing business internationally certainly has great benefits as well as some unique challenges. This session will review the features in your SDI solution that allow for proper handling of these challenges. Discussion will include the container tracking feature which is standard in version 11 as well as a review of freight, duty, and carrier charges.
Pre-requisites: Basic Knowledge of SDI Purchasing Module
Wednesday, 1:15 p.m.
© 2007 Activant Solutions Inc. All Rights Reserved
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Session Objectives
Introduce container maintenance programsPOCONTMTNPOCONTCLSPOCONTPRG
Review container tracking changes POCONFIRMPOENTRYPOCOSTCHKINQUIRY
Discuss freight, duty, and carrier charges
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
3
Return on Investment Opportunity
Container tracking to manage international buysStandard in SDI version 11Track freight, duty and carrier chargesIntegrated to PO entry and invoice cost check
© 2007 Activant Solutions Inc. All Rights Reserved
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Container Tracking
Groupage / container maintenanceProcess up to 16 POs from multiple vendors on same containerTrack container information and chargesDistribute charges by weight to the cost of each item
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Container Tracking
Purchase orders entered as usualContainer and shipment information receivedItems confirmed on one PO per vendorContainer record created Container number recorded on POContainer information and charges enteredReceive by PO or container number
© 2007 Activant Solutions Inc. All Rights Reserved
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Container Tracking
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Groupage / Container Maintenance
© 2007 Activant Solutions Inc. All Rights Reserved
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Groupage / Container Maintenance
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Groupage / Container Maintenance
© 2007 Activant Solutions Inc. All Rights Reserved
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Purge Closed Container Records
POCONTPRGPurge closed containers Closed date equal or prior to input date
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Verify Open Container Records
POCONTCLSContainer records include at least one open PO Set closed date
© 2007 Activant Solutions Inc. All Rights Reserved
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Container Tracking
Modified programs POCONFIRMPOENTRYPOCOSTCHKINQUIRY
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Create Confirmed Purchase Order
POCONFIRM
© 2007 Activant Solutions Inc. All Rights Reserved
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Purchase Order Entry
POENTRY
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Purchase Order Entry
Receives each container purchase order
© 2007 Activant Solutions Inc. All Rights Reserved
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Invoice Cost Check
POCOSTCHK
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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INQUIRY
© 2007 Activant Solutions Inc. All Rights Reserved
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Additional Resources
Customer Web SiteDocumentation Solutions databaseConsulting services
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Suggested Action Plan
Set up test container recordCreate test purchase ordersEnter container chargesAssign purchase orders to containerReceive and cost checkTrack container chargesTry it
© 2007 Activant Solutions Inc. All Rights Reserved
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Summary
Introduced container maintenance programsPOCONTMTNPOCONTCLSPOCONTPRG
Reviewed container tracking changes POCONFIRMPOENTRYPOCOSTCHKINQUIRY
Discussed freight, duty and carrier charges
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
21
Thank You for Attending
W414 – Managing International Buys with Container TrackingCindy HawkinsPlease submit the Session Feedback Form
To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room
Session Feedback Form Summit 2007 – Las Vegas, NV
Please take a moment to evaluate this session and offer feedback. Activant uses your input to understand your needs and to determine future Summit sessions.
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