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SSA Warehouse Management 4000

Multi-facility User Guide

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Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way orby any means, including, without limitation, photocopying or recording, without the prior written consent of SSA GlobalTechnologies, Inc.

Important Notices

The material contained in this publication (including any supplementary information) constitutes and contains confidentialand proprietary information of SSA Global Technologies, Inc.

By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation oradaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole propertyof SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including anymodification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right touse the material solely in connection with and the furtherance of your license and use of software made available to yourcompany from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose).

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such materialin strict confidence and that your use of such material is limited to the Purpose described above.

Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication isaccurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA GlobalTechnologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damageto any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementaryinformation), whether such errors or omissions result from negligence, accident or any other cause.

Trademark Acknowledgements

SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the UnitedStates and/or other countries.

All other company, product, trade or service names referenced may be registered trademarks or trademarks of theirrespective owners.

Publication Information

Release: SSA

Warehouse Management 4000 Version 3.10

Publication Date: July 2005

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Table of Contents

INTRODUCTION............................................................................................................ 1MULTI-FACILITY HIERARCHY..................................................................................... 3

COMPANY ................................................................................................................. 3DIVISION ................................................................................................................... 3DISTRIBUTION CENTER .............................................................................................. 3WAREHOUSE............................................................................................................. 3

MULTI-FACILITY PROCESSING.................................................................................. 5LOGGING INTO A MULTI-FACILITY ENVIRONMENT................................................ 6WAREHOUSE TRANSFERS......................................................................................... 9PERFORMING WAREHOUSE TRANSFERS............................................................. 10

TOGGLING BETWEEN FACILITIES .................................................................................. 11VIEWING INVENTORY TRANSFERS BETWEEN WAREHOUSES .......................................... 13

MULTI-FACILITY PROCESSING................................................................................ 15VIEWING INVENTORY BALANCES FOR MULTI-FACILITIES ................................................. 15

MULTI-FACILITY PROCESSING REPORTS ............................................................. 17MULTI-FACILITY PROCESSING EVENTS ................................................................ 18COMMENT FORM ....................................................................................................... 19

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Revision History

Date Editor Description of Change

9/24/2003 Jude Duniho Reformat

12/9/2003 Jude Duniho Decimal support added.

Company address change.

8/12/2004 Steve Wale Modifications for 3.9 release

8/17/2004 Jude Duniho Changes implemented

Product name change

5/25/2005 Jude Duniho Corrected diagram title and footers.

6/9/2005 Jude Duniho Removed Chapter 6

6/30/2005 Stuart Manning Edit

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Chapter

1

Introduction

Introduction

Multi-facility setup allows you to define a Nested Operational Structure for a company,

where the definition of multiple divisions, DCs, and facilities can be made.

Transactions for all of the warehouses are held on an individual schema, while

company wide data is held at an Enterprise level. Information that is set up the

Enterprise level is automatically filtered down into the warehouse level. This process

prevents you from having to set up duplicate data for multiple facilities. Once thecompany information is established at the Enterprise level, warehouse specific data

can be defined at the warehouse level.

Multi-facility processing provides the following benefits:

Allows a four-level structure for a company:

Company

Division

DC

Warehouse

Each warehouse is an individual schema within the application. TheEnterprise sits on top of all the levels, and information is filtered down to the

lower levels, which prevents you from having to manually enter duplicate

data.

Provides visibility into the entire inventory across multiple sites.

Allows Warehouse Transfers in which associates can transfer Commodities

from one warehouse to another.

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Introduction

2 SSA Warehouse Management 4000 Multi-facility User Guide

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Chapter

2

Multi-facility Hierarchy


The hierarchy of Multi-facility refers to the layout of a maximum of four operational

levels that can be defined for an organization. At least two levels must be defined for a

Multi-facility operation to run on SSA Warehouse Management 4000: Company and

Warehouse. The configuration of the hierarchy determines the grouping of information

throughout the system. The four hierarchy levels are:

Company

Division

Distribution Center

Warehouse

CompanyThe highest (broadest) level or grouping of an organization.

DivisionThe second highest level or grouping of an organization. A Division is typically

composed of one or multiple Distribution Centers and focuses on a particular area of

the companys business.

Distribution CenterA Distribution Center (DC) is composed of one or multiple warehouses, and supplies

those warehouses with inventory.

WarehouseThe lowest level of a company structure. This can be a logical or physical entity.


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The following flowchart provides an example of a Multi-facility Environment.

Multi-facility Environment


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Chapter

3

Multi-facility Processing


To accommodate Multi-facility processing, you must select a schema level from the

Database Connection box when logging into SSA Warehouse Management 4000,

such as Enterprise or Warehouse. This selection allows you to either log into the

Enterprise level or the warehouse level. Refer to the following example.


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Logging Into a Multi-facility Environment

SSA Warehouse Management 4000 Login screen

Once you are logged into the application, the selected schema is shown in the upper

screen toolbar, such as Enterprise Level, Warehouse Level, and so on. Refer to the

example below.

SSA Warehouse Management 4000 Workstation screen (Enterprise Level)


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Note

When you log into the Enterprise level, the SSA Warehouse Management 4000 menu selection options are smaller because it displays only the

functionality options that can be set up at the Enterprise Level.

When you are logged in at the Warehouse level, additional menu options

display.


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Warehouse Transfers

Chapter

4Warehouse TransfersWarehouse Transfer functionality allows associates to transfer inventory from one

facility to another, while maintaining visibility of the total inventory at the Enterprise

level. The transfer creates a link between the Transfer Order in one warehouse, and

an ASN in the second warehouse. Shipping Transfer Orders creates In Transit

inventory, which is visible at the Enterprise level.


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Warehouse Transfers

Performing Warehouse Transfers

The Warehouse Transfer functionality is not available if you have set the System

Setting ERP Installed to On. Make sure the flag is Off.

System Setting Screen

1. Navigate to System Administration Configure System Settings. TheSystem Settings screen displays with the following columns:

Key - Code identifying the flag within the system, for example,

ERPINTERFACE

Description - Text describing the flag, including its default setting

On - Toggles the system flag setting On orOff

Value - Current setting, usually 1 forOn and 0 forOff

Default - Value to which the system defaults if not manually changed

Effective Instance in which the setting becomes effective. The effect is

immediate upon saving the record.

2. In the ERPINTERFACE record, verify that the On box is not checked. If it is,

do the following:

1. Right-click and select Modify Mode if necessary.

2. Click the On box to clear it.

3. Right-click and select Save.

4. Close the screen.

For more information on System Settings, refer to the SSA Warehouse Manager

4000 User Reference Administrators Guide and the SSA Warehouse Manager 4000

User Reference Administrators Reference Guide.


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Warehouse Transfers

Toggling Between Facilities1. To connect to the warehouse, select Switch Facility from the File menu.

2. Navigate to Warehouse DocumentsWarehouse Transfer. TheTransfer Orderscreen displays.

3. Right-click and selectAdd New Record . The Transfer Order: (New) screen

displays.

Transfer Order: (New) screen

Note

A system-generated Transfer Order number is automatically created in the

TO Numberfield. This number can be changed to a unique, non-

sequential value (for example, add a letter or name). If the number is

changed to a sequential number that has not yet been used by the

system, it can later cause duplication errors, resulting in system

termination.

4. In the Storerfield, type the name of the Storer that is selling the product. Or,

right-click and select Lookup Valuesfor Storer, and select the Storer.

5. From the drop-down menu in the To Warehouse field, select the warehouse

where the inventory is being sent.6. The Order Type and Order Handling Type fields are pre-populated with

appropriate values for a standard Transfer Order. If necessary, these fields

can be changed by selecting another value from the corresponding drop-down

menu.


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Warehouse Transfers

Note

The Order Processing Status field is pre-populated and updated by SSAWarehouse Management 4000. This field cannot be changed.

7. If applicable, fill in the remaining (optional) Transfer Order header fields.

These fields are not required to save the record, but they do depend on the

warehouse business operation. Refer to Multi-facility Field Definitions for more

information about these fields.

8. In the Detail List, type the Commodity code for the first detail line in the

Commodity field, and then press Tab. Or, right-click and choose Lookup

Values for Commodi ty, and select the Commodity.

9. To select a different pack code than what displays for the Commodity, from the

drop-down list in the Pack field, make another selection.

10. To use a different UOM, right-click and choose Lookup Values for Pack; then

select the Pack.

11. In the Open Qty field, type the quantity you are transferring.

12. Right-click and select Save.

Notes

The Receipt Key and Inter-facility Transferfields are

automatically populated when you click Save.

Receipt Key = ASN number automatically created for the facilityreceiving the inventory.

Inter-facility Transfer Key = Reference number for the link

between the ASN and the Transfer Order, which is created at the

Enterprise Level.

The next step in the Transfer Order process is to allocate, or

release the order to create pick tasks for the inventory you are

sending. For additional information about allocating and shipping

orders, refer to the SSA Warehouse Management 4000Order

Processing User Guide andthe SSA Warehouse Management

4000Shipping User Guide.

The Order Status history allows you to track and view the status

history of Transfer Orders as they move through different stages

within the warehouse. For additional information on viewing Order

Status history, refer to the SSA Warehouse Management 4000

Order Processing User Guide, Shipment Orders.


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Warehouse Transfers

Viewing Inventory Transfers BetweenWarehousesThe Inter-facility Transferscreen is used to view details for inventory transfers between

facilities. This screen is only available at the Enterprise Level.

1. From the File menu, select Switch Facility to connect to the Enterprise Level.

2. Navigate to Warehouse DocumentsWarehouse Transfer Inquiry. TheWarehouse Transfer Inquiry screen displays.

3. Enter the search criteria in the appropriate field(s), then right-click and select

Apply Search . The List Tab displays.

Note

If only one record is returned from the search criteria, the record displays in

Form view.

Warehouse Transfer Inquiry Screen List tab

4. Click the blue book in front of the record. The Detail List tab displays with the

transfer details.

Warehouse Transfer Inquiry Screen Detail List tab


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Warehouse Transfers


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Chapter

5Multi-Facility ProcessingViewing Inventory Balances for Multi-facilitiesThe Inventory Balances screen, at the Enterprise Level, allows you to view total

inventory balances across all facilities for a company.

1. Navigate to Warehouse Inventory Multi-facility Balances. TheInventory Balances screen displays.

2. From the Navigation menu, double-click a company to display the level(s)

associated with that company.

Inventory Balances (Filter) screen


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3. To view inventory balances for the facility, click the Inventory icon.

Inventory Balances screen

Note

Inventory that has been transferred from one warehouse to anotherdisplays in the In Transit column. This inventory can only be viewed at the

Enterprise level, and remains In Transit until it is received at the other

warehouse.

In those instances where the quantity received on a linked ASN for a Warehouse

Transfer is different from the quantity expected, the system adjusts the In-Transit

inventory for the Commodity at the Enterprise level:

If an over-receipt is made, the In-Transit amount is adjusted to zero.

If an under-receipt is made, the In-Transit inventory is adjusted accordingly,

and to zero only when the ASN is completed.For additional information on receiving inventory, refer to the SSA Warehouse

Management 4000 Receiving User Guide.


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Multi-facility Processing Reports

The following table provides a list of all reports associated withMulti-facility

Processing. Refer to the SSA Warehouse Management 4000Reports User Guide foradditional information on viewing and modifying these reports.

Report Name Description

In Transit InventoryReport

Tracks the details ofIn Transit inventory being sent to another

warehouse. This report is available at the Enterprise Level.


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Multi-facility Processing Events

There are no specific Events associated with Multi-facility processing.


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Comment Form

SSA Warehouse Management 4000

Multi-facility User Guide

Every effort has been made to write this manual in as concise and accurate a manner

as possible. Nevertheless, errors do occur. If you find any errors in this documentation,

have difficulty with the wording, or just have comments or suggestions, please fill out a

copy of this form and send it to:

SSA Global Technologies, Inc.Technical Publications Department8777 Stemmons Freeway

Dallas, TX 75247

Please reference all errors, comments, etc., by chapter and page number. Thank you.


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