W414 - Managing International Buys with Container Tracking · Doing business internationally...

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Summit 2007: Get Connected W414 – Managing International Buys with Container Tracking Cindy Hawkins Quality Assurance Doing business internationally certainly has great benefits as well as some unique challenges. This session will review the features in your SDI solution that allow for proper handling of these challenges. Discussion will include the container tracking feature which is standard in version 11 as well as a review of freight, duty, and carrier charges. Pre-requisites: Basic Knowledge of SDI Purchasing Module Wednesday, 1:15 p.m. © 2007 Activant Solutions Inc. All Rights Reserved 2 Session Objectives Introduce container maintenance programs POCONTMTN POCONTCLS POCONTPRG Review container tracking changes POCONFIRM POENTRY POCOSTCHK INQUIRY Discuss freight, duty, and carrier charges

Transcript of W414 - Managing International Buys with Container Tracking · Doing business internationally...

Page 1: W414 - Managing International Buys with Container Tracking · Doing business internationally certainly has great benefits as well as some unique challenges. This session will review

Summit 2007: Get Connected

W414 – Managing International Buys with Container Tracking

Cindy HawkinsQuality Assurance

Doing business internationally certainly has great benefits as well as some unique challenges. This session will review the features in your SDI solution that allow for proper handling of these challenges. Discussion will include the container tracking feature which is standard in version 11 as well as a review of freight, duty, and carrier charges.

Pre-requisites: Basic Knowledge of SDI Purchasing Module

Wednesday, 1:15 p.m.

© 2007 Activant Solutions Inc. All Rights Reserved

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Session Objectives

Introduce container maintenance programsPOCONTMTNPOCONTCLSPOCONTPRG

Review container tracking changes POCONFIRMPOENTRYPOCOSTCHKINQUIRY

Discuss freight, duty, and carrier charges

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Summit 2007: Get Connected

© 2007 Activant Solutions Inc. All Rights Reserved

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Return on Investment Opportunity

Container tracking to manage international buysStandard in SDI version 11Track freight, duty and carrier chargesIntegrated to PO entry and invoice cost check

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Container Tracking

Groupage / container maintenanceProcess up to 16 POs from multiple vendors on same containerTrack container information and chargesDistribute charges by weight to the cost of each item

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Summit 2007: Get Connected

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Container Tracking

Purchase orders entered as usualContainer and shipment information receivedItems confirmed on one PO per vendorContainer record created Container number recorded on POContainer information and charges enteredReceive by PO or container number

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Container Tracking

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Summit 2007: Get Connected

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Groupage / Container Maintenance

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Groupage / Container Maintenance

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Summit 2007: Get Connected

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Groupage / Container Maintenance

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Purge Closed Container Records

POCONTPRGPurge closed containers Closed date equal or prior to input date

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Verify Open Container Records

POCONTCLSContainer records include at least one open PO Set closed date

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Container Tracking

Modified programs POCONFIRMPOENTRYPOCOSTCHKINQUIRY

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Create Confirmed Purchase Order

POCONFIRM

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Purchase Order Entry

POENTRY

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Summit 2007: Get Connected

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Purchase Order Entry

Receives each container purchase order

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Invoice Cost Check

POCOSTCHK

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INQUIRY

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Additional Resources

Customer Web SiteDocumentation Solutions databaseConsulting services

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Summit 2007: Get Connected

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Suggested Action Plan

Set up test container recordCreate test purchase ordersEnter container chargesAssign purchase orders to containerReceive and cost checkTrack container chargesTry it

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Summary

Introduced container maintenance programsPOCONTMTNPOCONTCLSPOCONTPRG

Reviewed container tracking changes POCONFIRMPOENTRYPOCOSTCHKINQUIRY

Discussed freight, duty and carrier charges

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Summit 2007: Get Connected

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Thank You for Attending

W414 – Managing International Buys with Container TrackingCindy HawkinsPlease submit the Session Feedback Form

To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room

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Page 13: W414 - Managing International Buys with Container Tracking · Doing business internationally certainly has great benefits as well as some unique challenges. This session will review

Session Feedback Form Summit 2007 – Las Vegas, NV

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