JDE Location Maintenance - JDEasy Software

1 JDEasy Applications Overview PRIMARY Location RESET Location PURGE COMMITMENT RESET Copyright 2012 JDEasy Pty Ltd December 2012 JDE Location Maintenance Maintenance of correct Location data is critical to being able to meet Customer Demand - Fast and easy way to Maintain the Accuracy of your Location Data: - Reset Item Commitments by Item/Branch in real time ensuring correct item availability. - Perform Mass-update of Primary Location - Speed up Item Availability Inquiries by purging inactive locations .

2 JDEasy Correct Commitments allows accurate promises to customers Update or restructure warehouse Location with mass primary Location change Reset all commitments sales, purchasing and work order with one job. Do not keep customer waiting - Improve Inquiry response time with secondary Location purge Reset stock availability data in real time by item/branch The JDEasy Applications are a set of specialized applications to meet specific needs of Location Maintenance . From time to time business needs to undertake certain Location related activities such as: Changing multiple Primary locations - due to a warehouse restructure or clean up.

3 Purge secondary locations no longer required These tasks can be time consuming, cumbersome to perform and can cause issues for business. For these reason these tasks are often delayed or put in the too hard basket. The JDEasy provides three Location related applications. Primary Location Reset. A mass update program that swaps an existing secondary Location and the existing Primary Location . Location Purge. A mass purge program that deletes secondary Location there are no longer required. This is especially useful for businesses using lot control that have a large number of secondary locations for lots which are no longer current in the system.

4 JDEasy Applications Overview PRIMARY Location RESET Location PURGE COMMITMENT RESET Copyright 2012 JDEasy Pty Ltd December 2012 Commitment Reset. This application provides an easy alternative to the standard JDE Commitment Rollback application. Our Commitment Reset combines the functions of the standard JDE Order Reposts and the Commitment Rollback into one application which is simple to use. Primary Location Reset This application provides the ability to perform a mass Secondary to Primary Location reset including all appropriate open order and commitment updates.

5 The current Primary becomes a secondary Location . It has the capability to upload changes from excel or enter them direct into the revision application. The batch update performs several tasks: Changes the nominated Location to the new primary Location . Changes the current primary to a secondary Location . Update work order, purchase order and sales order with the new primary as appropriate, those lines with a soft commit to a current primary Location . If the batch program is unable to complete all required updates the Process Step status of the transaction update is recorded and the process will be completed the next time the batch program is run.

6 The batch job updates the interactive application with the status and also produces an audit report. JDEasy Applications Overview PRIMARY Location RESET Location PURGE COMMITMENT RESET Copyright 2012 JDEasy Pty Ltd December 2012 Location Purge Secondary Location Purge When using lot control, each lot creates a new secondary Location for each item. Over time this can grow into a very large number of locations per item. Once the stock is sold or consumed these locations remain in the system without stock on hand or commitments although the locations may need to be retained for a period in case of stock returns.

7 The large volume of Location can cause time delays on screen inquiry or reporting which is particular frustrating for users. This application provides a mass purge of secondary locations no longer required. The data selection can be set to ensure company policy for Location retention is met and the program validates the locations eligibility for deletion to ensure data integrity is not compromised. Location Commitment Reset Item Commitments need to be reset on a regular basis to ensure good data integrity and that accurate information is available for determining item availability for user inquiries, Sales Orders, Work Orders, Materials Planning, and other areas of your business.

8 There are a number of reasons why the Item Commitment may not be correct, the most common being; if a user is interrupted during sales or purchase order entry and a screen timeout occurs. In this circumstance it is possible for item commitment to be made but the order has not save, causing an incorrect commitment of stock without supporting demand. This type of commitment is not reset by the standard JDE Sales Order Repost Programs. JDE provides a Commitment Rollback function for this scenario but many businesses are reluctant to use it.

9 Many businesses require a simple program that achieves the same result. The JDEasy Location Commitment Reset application combines the functions of the three standard Order Repost and the Commitment Rollback into one application which is simple to use. This program can be run for a single item in a particular branch, a number of items, or all items in one or more branches. It also has the functionality to reset dual unit of measure commitments if the dual UOM functionality is being used.