The Latest in XA PM – R9
“What’s new from R6 to R7, to R9 ……”
XA Procurement Management
Rod Fortson – CISTECH, Inc
Sr. XA Process Consultant & Certified IFM/AM, Costing & ERP
“The Mapics Experts”
PM – New functions
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Application Settings
Code File Maintenance/Master files
Purge/Reports/Mass Update item Level
Buyer – Item Revisions
EPDM- Item Revision / Implementation Status
Enhanced Vendor Maintenance
Purchase Request and Requests (with History)
Online PO Variance
Attachments & maintenance history to history
Ship Notices
Debit Memo’s
PO Tasks – IDF Level 1 Options
Application Settings
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Application Settings
•Does not
require
dedicated
mode.
•User Access
•New Security
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Purchase Master File Objects
Files can be maintained from Powerlink
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PO Close & Purge
•Select a range
•Select individual
•Normal Close
•Force Close
•Activate
•Undo Close
Close can be reversed
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Purge from Client
Attachments & maintenance history to history
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Reporting from Client
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Price Variance
Purchase Orders
Quotation Request
Quote / Contract Analysis
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PO Variance and Print Reports
Send Email – Confirmation TAB
HTML/PDF or Text File – Output Tab
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Quotation Requests & Contracts Analysis
Reports
Send Email – Confirmation TAB
HTML/PDF or Text File – Output Tab
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Item Revisions for a Buyer
The Buyer Items
option in the Buyers
object now displays
item revisions,
including the current
revision and other
revisions for each
item. For example,
from a buyer in
Procurement
Management (PM),
users can now see a
list of all items
assigned to that buyer
and all revisions of
those items.
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Item Status – Impact on PM
• With Release 9, every item revision must have an implementation status.
• An implementation status can be assigned to more than one item
revision.
• The Release to purchasing attribute controls whether a requisition or
purchase order can be created for an item revision.
• The Procurement Management (PM) application uses this status code to
determine whether a requisition or purchase order can be created for an
item revision.
• If the Release to purchasing status is set to Yes, the purchase order
creation for the item revision can proceed. If set to No, the purchase order
create function cannot process the item revision.
• The Release to purchasing attribute provides an additional level of control
for which revision of an item is eligible for purchase.
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EPDM – Item Revision Changes which could
impact Purchasing
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Stocking UM /Enterprise Item - All revisions of an item within an enterprise will use the same
unit of measure for stocking the item.
Inventory code/Enterprise Item -All revisions of an item within an enterprise will be the same
classification in inventory.
Unit Cost Default /Site (default value) -The unit cost can vary by revision between and within
sites for this item. For convenience, the Unit Cost Default value of the current revision is stored
at the Site Item level.
Batch/lot control /Site -All revisions of an item within a site will have the same batch/lot control
setting.
Discrete allocations /Site -All revisions of an item within a site will have the same discrete
allocations setting.
Inspect-on-receipt /Site -All revisions of an item within a site will have the same inspect-onreceipt setting.
Item type /Site (in some cases) For item types 1-9, the value can vary by revision. The default
value is stored at the Item Site level. 0 must be same.
QC (shelf life) /Site- All revisions of an item within a site will have the same QC value
Shelf life days /Site - The default value is stored at the Item Site level, but the value can be
overridden within revisions.
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Purchasing – New Vendor Objects
Vendor Contacts
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Vendor Contacts
•Many Contacts for
Vendor
•Main E-mail in Vendor
Master
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Vendor Enhanced Security
• Two new field security categories have been added
to maintain separation of duties. The VNDPUR
category controls which users are authorized to more
than forty PO-related fields in the Vendor object.
Another category, PAYMENT, controls about two
dozen payment-related fields in the PO and related
objects. This field security applies only to the client,
not the legacy (green screen) functions. Companies
desiring this feature will need to set up security so
that the only way for users to maintain vendors,
vendor items, POs, buyers and items is through the
client.
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Vendor Graph Card
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Vendor Compound Card
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Add Color Schemes to Views by Row or
Column
Any PO over $10,000 is highlighted
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Add Color Schemes to Views by Row or
Column
Any PO over $10,000 is highlighted
and the Purchase price is less than $1.
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Purchasing – New Purchase Request Object
Purchase Order Request
Create/Maintain options
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Purchase Requests
• New object on main
browser
• Ties together requisitions
– Like a header
– Handle requisitions as a
group
– Makes entering and tracking
requisitions easier
Purchase Request
Buyer: John Doe
Whs: Atlanta
Priority:
1
Contract: 123
REQ ITEM QTY DATE
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2
3
4
5
123A
2546
5938
2019
3876
10
44
48
14
87
Apr 1
Apr 8
Apr 8
Apr 1
Apr 6
Purchase Requests
From the requisitions
Overall status
All/Some/None
All/Some/None
Purchase Requests
Requisitions
Purchase Request items are requisitions
Purchase Request
details card
Default values for
new requisitions
added to this
Purchase Request
Requisitions
Benefits
• Purchase Request is for the requisitioner, not
the buyer
– No change to buyer’s process
• Manage and track requisitions as a group
– For order, job, contract
• Quick glance shows status
– Drill-down to see more
PO Variance
• Now online
– Inquire into it any time from PO or PO History
– Can still print report
• Choose among comparisons
– Standard vs. Actual vs. Expected
PO Variance
Define ‘Standard’…
Comparison cards
PO Variance
… and ‘Actual’
Comparison cards
Purchasing – New Debit Memo Object
Purchase Order Item Debit Memo
Display/Change options
Vendor Return created from Scheduled receipts/ Creates Debit Memo
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Shipment Notices
A Shipment Notice is an Advance Ship Notice (ASN) from your vendor of what you can expect
in an upcoming shipment. It may have one or more line items, from one or more purchase
orders, and can optionally describe what items are in one or more containers. Since an ASN is
what the vendor actually shipped, it makes it much easier to receive a shipment. Instead of
looking up POs and doing partial receipts, receiving personnel can simply receive by ASN--the
whole thing, one container at a time, or item-by-item.
The system knows what PO line items quantities were shipped, so the PO data is updated
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properly as receipts are processed.
Shipment Notices
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Shipment Notice Detail
Select from different tabs to view
Information or take an action
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PO History (Through PM)
• Move attachments to history
– History order has same attachments open order did
PO
PO
Hist
• Move maintenance history to history
– History shows evolution of PO
PO
PO
Hist
IDF PURCHASING TASK OBJECT
The IDF Level 1 interface streamlines the access between PowerLink applications and the XA applications.
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IDF FUNCTIONALITY- XA Development Framework
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Provides an integrated flow for users when working with information in both PowerLink and in the functions previously only accessible in the XA legacy applications.
Provides access to the IDF Level 1 tasks related to that application or to the Power-Link
functions on the application card.
Allows a user to enter information or to select the options required to perform the task.
An IDF Level 1 application window contains the icons users click to start specific tasks.
XA organizes the icons in groups of related tasks. Each task icon starts a specific task.
The IDF Level 1 windows cannot be customized in the same way that Power-Link
windows can. Also, some advanced Power-Link functions, such as broadcasting and
receiving information among application windows or attaching outside files to
application records, are not available for IDF Level 1 functions.
IDF Level 1 does provide an Additional Tasks feature that allows users to add frequently
used options to the IDF Level 1 application windows through the Menu Maintenance
function in Cross Application Support
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IDF – Other Procurement Tasks
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IDF – Other Procurement Tasks
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