1. Open Order Management (OOMGT)
An Enhancement For
iSeries 400 DMAS
from
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 Copyright I/O International, 2003, 2007

2. Open Order Management
For distributors who experience a large number of future orders (weeks or months in advance of anticipated shipment)
Allows user to record future orders as DMAS open orders (therefore, does not allocate inventory at entry time)
However, methods are provided for viewing “pending demand”
QSEARCH includes a column for “Pending Demand” by warehouse

3. Open Order Management
New “Open Order Item Demand Inquiry” provides method of viewing pending demand
At item level
Displays up to 3 warehouses at a time
Pending demand summarized by time frame
Time frame may be monthly, weekly, or number of days keyed by the user

4. Open Order Management You can now see by warehouse
What’s in stock
What’s allocated to sales orders
What’s on back order for customers
What’s pending in open orders (can break down by any time frame)
What’s on order from vendor
What’s on back order from vendor
Performance report available to help measure how well shipments have met the user’s requested ship dates

5. Open Order Management
Utilizes Requested Ship Date and Release Date to help determine when to release an open order
Each order must have a Requested Ship Date
If not keyed by user, will be calculated by the software
User defines
SOP (Standard Order Processing) days – Average days to process a sales order from pick list print to shipping
AOP (Additional Order Processing) days – Additional days required to process open orders starting at release time

6. Open Order Management Based on SOP and AOP, software will determine
At order entry, if off-line orders should be open order or sales order
When open order should be released for picking and shipping if release date was left blank
When orders entered interactively, entry clerk controls whether order is open order or sales order
If calculated dates are inconsistent with order type being entered, entry clerk is warned

7. Open Order Management SOP/AOP calculations
Requested ship date less SOP days less AOP days results in open order release date
If requested ship date less SOP days less AOP days results in a date that is equal to or older than current date, order should be entered as sales order
If requested ship date less SOP days less AOP days results in a date that is larger than current date, order should be entered as an open order

8. Open Order Management
A function is provided that automatically changes order steps for those open orders ready to be released.
Use DMAS Automated Release function to then release desired open orders to sales order processing

9. Open Order Management
This enhancement also provides an automated method for releasing DMAS open backorders
This enhancement also looks for sales orders for which nothing can be immediately shipped
Identifies “nothing shipped” orders
Provides a function to generate the backorder without generating a “zero invoice”
OO Mgt Summary

10. Open Order Mgt Summary Order Entry Releasing Other Features
Open Orders
Sales Orders
EDI / Offline Orders
Releasing
Open Orders
Open Backorders
Other Features
Pending Item Demand Inquiry
QSEARCH
Shipping Performance Report
Nothing Shipped Orders
Maintenance
Tailoring Options
Customer Specific Data
(click button to view detail)
Back to Title Page
Tailoring Options

11. Entry - Open Orders
Entry clerk decides to enter an open order as opposed to sales order (normally based on customer’s requested ship date)
Enters open order and keys requested ship date
Release date will be calculated
May enter release date if it is unusual

12. Entry - Open Orders Both requested ship date and release date provided
If keyed, both dates accepted even if dates do not satisfy SOP/AOP calculation results

13. Entry - Open Orders
Both requested ship date and release date left blank
Warning issued to entry clerk
Requested ship date is calculated by adding SOP days and AOP days to present date
Present date may be current system date or tomorrow’s date, depending on end of day cut-off time in tailoring options

14. Entry - Open Orders
Requested ship date left blank, release date provided
If release date is a date in the future, requested ship date is calculated by adding SOP days to the provided release date
If release date is prior to present date and resulting requested ship date is prior to present date, warning issued to entry clerk

15. Entry - Open Orders
Release date left blank, requested ship date provided
Release date will be dynamically calculated from requested ship date using SOP and AOP days
Release date will be left blank

16. The customer’s requested ship date should be keyed
Entry - Open Orders
The requested ship date may be entered on the open order header screen
The customer’s requested ship date should be keyed

17. The release date may be keyed here if desired
Entry - Open Orders
The release date appears on the Additional Data screen
The release date may be keyed here if desired

18. Entry - Open Orders
The release date field appears again on the End Order screen
If the release date was not keyed earlier, it may be keyed here or changed here
End of topic

19. Entry - Sales Orders
Entry clerk decides to enter a sales order as opposed to open order (normally based on customer’s requested ship date)
Release dates may not be entered for sales orders

20. Entry - Sales Orders Requested ship date provided
Sales order is accepted
If present date plus SOP days is greater than requested ship date, a warning is issued to entry clerk

21. Entry - Sales Orders Requested ship date left blank
Requested ship date is calculated to be equal to present date plus SOP days
A warning is issued to the entry clerk

22. The customer’s requested ship date should be keyed
Entry - Sales Orders
The requested ship date may be entered on the sales order header screen
The customer’s requested ship date should be keyed

23. Entry - Sales Orders
The requested ship date field appears again on the End Order screen
If the requested ship date was not keyed earlier, it may be keyed here or changed here
End of topic

24. Entry - EDI / Offline Orders
Offline orders may be
Received as EDI orders
From web order entry
DMAS off-line entry

25. Entry - EDI / Offline Orders
Both requested ship date and release date provided
If keyed, both dates accepted even if dates do not satisfy SOP/AOP calculation results
If requested ship date less SOP days results in date that is equal to or older than present date, order is recorded as a sales order
Otherwise, order is recorded as an open order

26. Entry - EDI / Offline Orders
Both requested ship date and release date left blank
Recorded as a sales order
Requested ship date is calculated by adding SOP days and AOP days to present date
Present date may be current system date or tomorrow’s date, depending on end of day cut-off time in tailoring options

27. Entry - EDI / Offline Orders
Requested ship date left blank, release date provided
If release date is a date in the future, requested ship date is calculated by adding SOP days to the provided release date
If release date is a date in the future and release date less AOP days results in yet another future date
Order is stored as an open order
Otherwise stored as a sales order

28. Entry - EDI / Offline Orders
Release date left blank, requested ship date provided
Release date will be dynamically calculated from requested ship date using SOP and AOP days
If calculated release date is a future date
Order is stored as an open order
Otherwise stored as a sales order

29. Entry - EDI / Offline Orders
Once offline orders are posted to the DMAS orders file, they and their respective dates may be maintained interactively like any other open order or sales order
End of topic

30. Releasing Open Orders
Open orders should normally be released once per day (more often if desired)
Releasing open orders involves
Select open orders to be released
Print or display the list of selected open orders to be released
Set the order steps of all selected open orders to the order step used by the automated release function
Execute the DMAS automated order release function

31. Releasing Open Orders Select open orders to be released
An entry is made to a work file for each selected open order
Open order selection may be done
Manually
Automatically during DMAS end of day

32. Releasing Open Orders Automated selection of open orders for release
The automated release function runs as part of DMAS end of day
No prompting occurs – all options are taken from the tailoring record

33. You may be even more selective by using some of the additional fields
Releasing Open Orders
If manually selecting open orders for release, the following window is displayed
Either key in the order step the selected open orders should be set at or accept the default from tailoring
Also, either key in the order step of the orders to find or accept the default from tailoring
You may be even more selective by using some of the additional fields

34. Releasing Open Orders
Print or display list of selected open orders to be released
Verify that the selected orders are the correct orders to be released
Work file may optionally be cleared so selection can be repeated
This step is optional

35. The release list may be displayed or printed
Releasing Open Orders
The Print Open Order Release List option screen
The release list may be displayed or printed
The user may clear the work file and start the release preparation process over again

36. Releasing Open Orders Set order steps of selected open orders
A batch program that must be run before the release function
This function must be run only if your end of day function DOES NOT also set the order step
This job sets the order step for all selected orders to the order step that the release function will be looking for

37. Releasing Open Orders Execute DMAS automated order release
Release orders by using the release function within DMAS order entry
On the Begin order screen, press F6=Release
Then press F17=Auto release

38. Orders are selected based on the first group of parameters
Releasing Open Orders
Run-time options are available when you release orders
Orders are selected based on the first group of parameters
The second group of parameters determines what the orders are set to as they are released
End of topic

39. Releasing Open Backorders
Preparing open backorders for release may be run on demand
Prepares orders for release if they contain a certain item
Releasing open backorders involves
Select open backorders to be released
Print or display the list of selected open backorders to be released
Set the order steps of all selected open backorders to the order step used by the automated release function
Execute the DMAS automated order release function

40. Releasing Open Backorders
Select open backorders to be released
An entry is made to a work file for each selected open backorder
Open backorder selection is done on demand

41. Releasing Open Backorders
When selecting open backorders by item for release, the following window is displayed
You may list backorders that contain a specific item by keying the item number here
You may select only backorders for a specific warehouse
You may key the total quantity available for a given item to be released

42. Releasing Open Backorders
A list of backorders that contain the item number keyed is displayed
Orders are selected for release by keying an option of 1 adjacent to the desired orders
The total quantity released so far is displayed as orders are selected
Additional selections are available by using F14=Subset
The user may select which backorders are to be released

43. Releasing Open Backorders
Pressing F14=Subset causes the following window to display
Any number of selections may be made to narrow the list of displayed open backorders

44. Releasing Open Backorders
Print or display list of selected open backorders to be released
Verify that the selected orders are the correct orders to be released
Work file may optionally be cleared so selection can be repeated
This step is optional

45. Releasing Open Backorders
The Print Open Order (includes backorders) Release List option screen
The release list may be displayed or printed
The user may clear the work file and start the release preparation process over again

46. Releasing Open Backorders
Set order steps of selected open backorders
A batch program that must be run before the release function
This function must be run only if your end of day function DOES NOT also set the order step
This job sets the order step for all selected orders to the order step that the release function will be looking for

47. Releasing Open Backorders
Execute DMAS automated order release
Release orders by using the release function within DMAS order entry
On the Begin order screen, press F6=Release
Then press F17=Auto release

48. Releasing Open Backorders
Run-time options are available when you release orders
Orders are selected based on the first group of parameters
The second group of parameters determines what the orders are set to as they are released
End of topic

49. Pending Item Demand Inquiry
This inquiry available from
Within QSEARCH (See pending demand = “Y”)
Menu option (menu IOOO0000, option 8)
Command line (command DSPOOIDMD)
Helps you understand future timing of open order and open backorder demand
Use it to help hold down inventory levels when you don’t need it

50. Pending Item Demand Inquiry
When entering the Pending Item Demand Inquiry function from a menu, the following command prompt screen is displayed
Enter the item number of the desired item
Up to 3 warehouses may be specified for display

51. Pending Item Demand Inquiry
The pending item demand inquiry screen helps identify when the pending demand for an item occurs
Based on the current date, this screen shows what is available now plus future demand and scheduled purchasing receipts summarized by week
Up to 3 warehouses are displayed at a time

52. Pending Item Demand Inquiry
Open Order Item Demand Examples – Periods each ending on SAT
Each period in this example represents a week that ends on Saturday

53. Pending Item Demand Inquiry
Open Order Item Demand Examples – Period of EOM
Each period in this example represents a calendar month

54. Pending Item Demand Inquiry
Open Order Item Demand Examples – Period of Blank
Each line in this example represents a day that has either demand activity or anticipated receipt activity
End of topic

55. QSEARCH Now includes open order demand information by warehouse
Includes entry field (enter a “Y”) to view Pending Item Demand Inquiry
“On res” data moved down one line
“Avg weight” data moved down one line

56. Enter a “Y” to view pending demand for this item
QSEARCH
Now supports open order demand
Enter a “Y” to view pending demand for this item
Pending Demand quantity includes demand from open orders AND open backorders
The difference between Pending Demand less On B/O represents demand from open orders
End of topic

57. Shipping Performance Report
A report to help measure “on time” shipping based on customer Requested Ship Dates
May elect to print details or summary only
Designate beginning and ending dates for reporting period
Select one or all companies, one or all warehouses

58. Shipping Performance Report
When printing details
Select invoiced orders that were on time, late, both or none
Select active sales orders that are on time, late, both or none
Select open orders that are on time, late, both or none

59. Shipping Performance Report
The following is an example of the summary Shipping Performance Report
Company House - *ALL Shipping Performance Report Date: 8/05/00 Report: OO9001
From 07/01/2000 to 07/31/ Order Summary Time: 16:24: Page: 1
Order On-Time Late Avg.
Count Value Count Pct Value Pct Count Pct Value Pct Days
Invoiced sales orders .: , % 13, % % %
Invoiced credit memos .: % % % %
Shipped Totals: , % 12, % % %
Current sales orders ..: , % 519, % % 34, %
- on credit hold ..: , % 6, % % %
- on other holds ..: , % 8, % % 43, %
Current Credit memos ..: , % 11, % % %
Current Open orders ...: , % 48, % % 111, %
Current Back orders ...: , % 6, % % 11, %
In process totals: , % 578, % % 200, %
Performance is summarized by type of order showing totals for each order type, then what is considered “on-time” and “late”
HINT: You may want to print this page to view the details more clearly.
End of topic

60. Nothing Shipped Orders
Sales orders that contain line items, none of which can be shipped immediately
Offline and released orders automatically checked
Any “nothing shipped” orders found are automatically placed into a special order group (defined in tailoring)
Interactively entered orders are checked at pick ticket print time

61. Nothing Shipped Orders
When pick tickets are printed, each order is checked
Any order that is a “nothing shipped” order
The pick ticket printing is skipped
The order is automatically moved to the special “nothing shipped” order group

62. Nothing Shipped Orders
Special invoicing function provided for “nothing shipped” group
Generates pseudo invoices for “nothing shipped” orders
No invoice printed or sent to A/R
But does generate backorders for each “nothing shipped” order that is backorderable
Five tailoring options control the “nothing shipped” function
End of topic

63. Tailoring Options
Tailoring options control defaults for the I/O Open Order Management enhancement
Once the enhancement has been installed and established, these options are seldom changed

64. Tailoring Options
Tailoring options control many functions within Open Order Management
With tailoring options, the user controls order steps for releasing, SOP days and AOP days, end of day cutoff time and many more functions
End of topic

65. Customer Specific Data
SOP and/or AOP days may be uniquely set for specific customers
Setting SOP and/or AOP days for a customer overrides the SOP and AOP days that have been established in tailoring
To set SOP and/or AOP days for a customer, initiate I/O Customer Extension File Maintenance

66. Customer Specific Data
If a record exists for the desired customer, maintain it
If no record exists for the desired customer, add one

67. Customer Specific Data
Unique SOP and AOP days may be set for a customer in the I/O Customer Extension file
Enter the SOP and AOP days that you want used for this customer
No other fields on this screen are used by the I/O Open Order Management enhancement
The defaults from tailoring are displayed
End of topic

68. Tailoring Options
Using the IOTAILOR OOMGT command, the user can tailor the Open Order Management enhancement
The tailoring options are used to define how the business day is structured for each DMAS user

69. Tailoring Options
Tailoring options control several aspects of open order management
The user sets which order steps should be considered
The user defines time frames for his business
Several options deal with what to do with an order when nothing can be shipped
End of topic

70. Thank you for your interest
End of Presentation
Thank you for your interest
For more information about the
Open Order Management
Enhancement for AS/400 DMAS,
call I/O International, Inc.
at (914)
Suite 2002
Pinewood Business Center
Somers, New York
Return to OO Mgt Summary