What the Fulfillment Management Processes Do - Revision history

Claudefeistel2 at 21:28, 23 December 2009

2009-12-23T21:28:04Z

Claudefeistel2 at 21:05, 22 December 2009

2009-12-22T21:05:22Z

Claudefeistel2 at 21:22, 29 October 2009

2009-10-29T21:22:19Z

Claudefeistel2 at 21:12, 29 October 2009

2009-10-29T21:12:25Z

Claudefeistel2 at 14:51, 29 October 2009

2009-10-29T14:51:51Z

Claudefeistel2 at 19:47, 19 October 2009

2009-10-19T19:47:38Z

Claudefeistel2 at 19:46, 19 October 2009

2009-10-19T19:46:22Z

Claudefeistel2 at 20:31, 15 October 2009

2009-10-15T20:31:51Z

Claudefeistel2 at 19:08, 15 October 2009

2009-10-15T19:08:51Z

Claudefeistel2 at 16:47, 15 October 2009

2009-10-15T16:47:38Z

@@ Line 4: / Line 4: @@
 * Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for these parts include '''Purchasing''' and '''MRP'''.  (Yellow boxes in the figure.)
-As shown in the figure, [[Materials Resources Planning]] is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
+As shown in the figure, [[Material Resources Planning]] is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
-A prerequisite for using these processes is that the business has defined its products and services, the related parts and materials, and found suppliers as needed.  The items you will be purchasing for resale, or production, or supplies are set up in the '''opentaps''' Catalog application as explained in the User Manual section [[Setting Up Your Products|Using the Catalog Application]].  (Green boxes in the figure.)
+A prerequisite for using these processes is that the business has defined its products and services, the related parts and materials, and found suppliers as needed.  The items you will be purchasing for resale, or production, or supplies are set up in the '''opentaps''' Catalog application as explained in the User Manual section [[Opentaps Users Manual#Using Catalog Manager and Setting Up Your Products|Using Catalog Manager and Setting Up Your Products]].  (Green boxes in the figure.)
 [[Image:Wiki_Fig4A_MRP_Drives_Fulfillment.jpg]]
@@ Line 34: / Line 34: @@
   *  ''Shipping Process'' Includes:
-  **  [[Shipping Tab]]
+  **  [[Shipping Process|Shipping Tab]]
-  **  [[Scheduling|Schedule a Shipment]] Button
+  **  [[Managing Shipments|Outgoing Shipments]]
   **  [[Picklists|Picking/Packing Buttons]]

@@ Line 4: / Line 4: @@
 * Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for these parts include '''Purchasing''' and '''MRP'''.  (Yellow boxes in the figure.)
-As shown in the figure, [[Materials Resource Planning]] is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
+As shown in the figure, [[Materials Resources Planning]] is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
 A prerequisite for using these processes is that the business has defined its products and services, the related parts and materials, and found suppliers as needed.  The items you will be purchasing for resale, or production, or supplies are set up in the '''opentaps''' Catalog application as explained in the User Manual section [[Setting Up Your Products|Using the Catalog Application]].  (Green boxes in the figure.)
@@ Line 47: / Line 47: @@
 As with all the component processes and applications of '''opentaps''' these are part of the system structure for managing team coordination, execution of best practices, secure access to real-time information, and the unified data model.

@@ Line 22: / Line 22: @@
 * From Main Navigation Icon - '''Purchasing'''
   *  ''Procurement Process'' Includes:
-  **  Requirements (MRP)
+  **  [[Requirements]]
-  **  Planning Tab
+  **  [[Material Resources Planning|Planning Tab]]
-  **  Suppliers Tab
+  **  [[Setting Up Suppliers|Suppliers Tab]]
-  **  Purchasing (Orders Tab)
+  **  [[Purchasing (Orders Tab)]]
 * From Main Navigation Icon - '''Warehouse'''
   *  ''Inventory Process'' Includes:
-  **  Inventory Tab
+  **  [[Inventory Tab]]
-  **  Reservations Functionality
+  **  [[Reserving Inventory for Orders|Reservations Functionality]]
-  **  Back Orders Functionality
+  **  [[Inventory Tab#Back Orders Functionality|Back Orders Functionality]]
   *  ''Shipping Process'' Includes:
-  **  Shipping Tab
+  **  [[Shipping Tab]]
-  **  [Schedule a Shipment] Button
+  **  [[Scheduling|Schedule a Shipment]] Button
-  **  Picking/Packing Buttons
+  **  [[Picklists|Picking/Packing Buttons]]
   *  ''Warehouses Organization'' Includes:
-  *  Warehouse Configuration Buttons
+  *  [[Warehouse Configuration]]
-  *  [Locations] Button
+  *  [[Locations]] Button
-  *  [Team Members] Button
+  *  [[Team Members]] Button

@@ Line 4: / Line 4: @@
 * Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for these parts include '''Purchasing''' and '''MRP'''.  (Yellow boxes in the figure.)
-As shown in the figure, '''Materials Resource Planning''' is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
+As shown in the figure, [[Materials Resource Planning]] is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
 A prerequisite for using these processes is that the business has defined its products and services, the related parts and materials, and found suppliers as needed.  The items you will be purchasing for resale, or production, or supplies are set up in the '''opentaps''' Catalog application as explained in the User Manual section [[Setting Up Your Products|Using the Catalog Application]].  (Green boxes in the figure.)

@@ Line 18: / Line 18: @@
 In some organizations the two parts of Requirements, Procurement and Inventory processes, the first driven by Resales business, versus the second driven by Production business are accomplished in one organizational unit.  In other companies the organizations may be separately identified.  Thus, the User of '''opentaps''' may choose to treat our two manual sections as separate topics, or as one unified topic depending upon their organization.
-The following Figure-4B displays the processes we will discuss in this manual section:
+The following Figure -4A and Figure-4B display the processes we will discuss in this manual section:
 * From Main Navigation Icon - '''Purchasing'''

@@ Line 2: / Line 2: @@
 * Processing the approved '''Sales Order through to a Completed Shipment'''.  This is the output side of fulfillment.  The short names for these parts are '''Fulfillment''' and '''Inventory'''.  (Blue boxes in the figure.)
-* Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for this part include '''Procurement''' and '''MRP'''.  (Yellow boxes in the figure.)
+* Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for these parts include '''Purchasing''' and '''MRP'''.  (Yellow boxes in the figure.)
 As shown in the figure, '''Materials Resource Planning''' is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.

@@ Line 1: / Line 1: @@
 In this section of the '''opentaps''' User Manual we will discuss using the fulfillment processes in detail, including orders for products and orders for services.  Here, we use the term product fulfillment in the broad sense, including the processes that directly enable us to fulfill a sales order with product inventory that we have procured specifically for resale.  This involves two process flows as diagrammed in Figure-4A:
-* Processing the approved '''Sales Order through to a Completed Shipment'''.  This is the output side of fulfillment.  The short names for this part are '''Fulfillment''' and '''Inventory'''.  (Blue boxes in the figure.)
+* Processing the approved '''Sales Order through to a Completed Shipment'''.  This is the output side of fulfillment.  The short names for these parts are '''Fulfillment''' and '''Inventory'''.  (Blue boxes in the figure.)
 * Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for this part include '''Procurement''' and '''MRP'''.  (Yellow boxes in the figure.)

← Older revision		Revision as of 20:31, 15 October 2009
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	As shown in the figure, '''Materials Resource Planning''' is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production. Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.		As shown in the figure, '''Materials Resource Planning''' is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production. Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
		+
		+	A prerequisite for using these processes is that the business has defined its products and services, the related parts and materials, and found suppliers as needed. The items you will be purchasing for resale, or production, or supplies are set up in the '''opentaps''' Catalog application as explained in the User Manual section [[Setting Up Your Products\|Using the Catalog Application]]. (Green boxes in the figure.)

	[[Image:Wiki_Fig4A_MRP_Drives_Fulfillment.jpg]]		[[Image:Wiki_Fig4A_MRP_Drives_Fulfillment.jpg]]

@@ Line 1: / Line 1: @@
 In this section of the '''opentaps''' User Manual we will discuss using the fulfillment processes in detail, including orders for products and orders for services.  Here, we use the term product fulfillment in the broad sense, including the processes that directly enable us to fulfill a sales order with product inventory that we have procured specifically for resale.  This involves two process flows as diagrammed in Figure-4A:
-* Processing the approved '''Sales Order through to a Completed Shipment'''.  This is the output side of fulfillment.  The short name for this part is '''Fulfillment'''.
+* Processing the approved '''Sales Order through to a Completed Shipment'''.  This is the output side of fulfillment.  The short names for this part are '''Fulfillment''' and '''Inventory'''.  (Blue boxes in the figure.)
-* Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for this part include '''Procurement''' and '''Inventory'''.
+* Processing the '''Inventory Requirements through to Inventory Ready to Ship'''.  This is the input side of fulfillment (with goods that we have procured for resale).  The short names for this part include '''Procurement''' and '''MRP'''.  (Yellow boxes in the figure.)
 As shown in the figure, '''Materials Resource Planning''' is the center piece in considering all the factors that determine the best inventory levels for the business, and producing requirements to drive purchasing and production.  Then with the proper inventory on hand the tasks of fulfillment can be accomplished with excellent results.
@@ Line 12: / Line 12: @@
 In addition to these topics, we will describe configuring '''Warehouse Operations''', defining the facilities and the locations inside them, and the team members who staff these organizations.
-What about producing products?  When your business includes production (processing the items you purchase such as by making or manufacturing something with them) before you stock the finished inventory for fulfillment of sales orders, there is an additional process that we will cover in the manual section "Using Production Management Processing Power".  In that section we will cover the Requirements, Procurement, and Inventory processes that are driven by the production activity (rather than by the resale activity).  Of course, we will detail the manufacturing processes in that section, also.
+What about producing products?  When your business includes production (processing the items you purchase by making or manufacturing something with them) before you stock the finished inventory for fulfillment of sales orders, there is an additional process that we will cover in the manual section [[What the Production Management Processes Do|Using Production Management Processing Power]].  In that section we will cover the Requirements, Procurement, and Inventory processes that are driven by the production activity (rather than by the resale activity).  Of course, we will detail the manufacturing processes in that section, also.
 In some organizations the two parts of Requirements, Procurement and Inventory processes, the first driven by Resales business, versus the second driven by Production business are accomplished in one organizational unit.  In other companies the organizations may be separately identified.  Thus, the User of '''opentaps''' may choose to treat our two manual sections as separate topics, or as one unified topic depending upon their organization.
-The following Figure-4B displays the processes we will discuss:
+The following Figure-4B displays the processes we will discuss in this manual section:
 * From Main Navigation Icon - '''Purchasing'''
@@ Line 42: / Line 42: @@
   *  [Team Members] Button
-Figure 4 revision is required...
 [[Image:Wiki_Fig4_UsingFulfillmentManagement.jpg]]