Advanced Materials Management
Instructor Manual.dbf
Fulfillment Workbench
执行工作台
· 为指定销售订单在库存中保留指定物料。
· 订单优先化，可将库存首先分配给优先程度最高的客户。
· 提供更加有效的选料和销售订单发货。
Use the Fulfillment Workbench to reserve预留 or allocate分配 material to sales orders销售订单, job orders工单, and transfer orders调拨单. This functionality is valuable when you want to use jobs or stock in a sequence that matches the allocation priorities assigned to your customers to satisfy material quantity demand.
Important:
The Fulfillment Workbench is available only if your company uses the Advanced Material Management module.
Menu Path
Navigate to this program from the Main Menu:
Material Management > Inventory Management > General Operations > Fulfillment Workbench
Production Management > Job Management > General Operations > Fulfillment Workbench
Sales Management > Order Management > General Operations > Fulfillment Workbench
For CRM users, the Main Menu appears as:
Customer Relationship Management > Order Management > General Operations > Fulfillment Workbench
Use the Fulfillment Workbench to accomplish the following tasks:
Browse for open sales orders, job orders, and transfer orders based on a series of comprehensive, user-specified search criteria. The selected records display in the List sheet, and the other sheets (Order Fulfillment, Job Fulfillment, and Transfer Order Fulfillment), appropriate to the type of order for each record.
Reserve material quantities for selected sales orders, job orders, or transfer orders. This prevents the material quantities from being used on other order releases. In the Epicor application, a reservation refers to an inventory quantity reserved at the warehouse, part, order, and release level for a specific order or schedule. Previously reserved inventory can also be unreserved, making it available for other releases.
Use pre-defined allocation templates or manually enter ad-hoc allocation parameters to allocate inventory to sales orders, job orders, or transfer orders. Once an order is allocated to the warehouse, part, lot/serial number, bin, and quantity, that inventory is locked to the particular order that was allocated, and the allocation replaces the reservation for the order item. The quantity cannot be reserved or allocated to another order. It also allows you to unallocate the previously allocated quantity. If this occurs, the Epicor application removes the allocation and makes the stock available again for reservation or allocation.
Automatically generate cross-docked transactions. Cross docking enables a planner to create a link between demand and expected inventory (receipts and production). This allows the planner to inform the Epicor application that the next completed receipt (purchase, transfer, or job order production) with matching stock must be linked to the matching cross dock record in the work queue. At the instant the receipt transaction is entered, the cross dock transaction becomes a pick transaction, allowing your shop floor/warehouse personnel to directly pick the stock for the linked, allocated order.
Release selected allocated orders to the Material Queue for order-based or wave (consolidated) picking in the warehouse; this program is available within the Advanced Material Management module. Use the Pick-Pack (use a printed document for picking) or Handheld scanner (paperless) method to pick process.
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