STRATIX 9.2
ORDER FULFILLMENT
Table of Contents
1.
INTRODUCTION .......................................................................................................................... 5
2.
QUOTE/ORDER ENTRY ................................................................................................................ 8
2.1
2.2
2.3
2.4
2.5
2.6
2.7
3.
Order Structure ......................................................................................................................... 10
2.1.1 Quote/Order Information ............................................................................................ 10
2.1.2 Quote/Order Item Information.................................................................................... 13
2.1.3 Quote/Order Item Release Information ...................................................................... 13
Warehouses Defined on an Order ............................................................................................ 17
2.2.1 Default Shipping Warehouse ....................................................................................... 17
2.2.2 Source Warehouse ....................................................................................................... 17
2.2.3 Planning Warehouse .................................................................................................... 17
2.2.4 Shipping Warehouse .................................................................................................... 18
2.2.5 Activity Warehouse ...................................................................................................... 18
Release Routing ........................................................................................................................ 19
2.3.1 Release Routing Attributes .......................................................................................... 19
2.3.2 Outside Processing Processes ...................................................................................... 20
Defaulting the Release Routing ................................................................................................ 20
2.4.1 How to set up the Standard Routes ............................................................................. 21
2.4.2 Rules and Assumptions ................................................................................................ 22
2.4.3 Interface with the Reservation Function ..................................................................... 22
2.4.4 Defaulting the PWG, PWC and Schedule Start Date and Time .................................... 23
2.4.5 Routing Steps ............................................................................................................... 24
2.4.6 Routing Entry by the Planner ....................................................................................... 26
Order Changes .......................................................................................................................... 27
2.5.1 Changing Product on Items planned on Job Sets......................................................... 27
2.5.2 Changing the Reserved Product ................................................................................... 27
2.5.3 Changing Specifications ............................................................................................... 27
2.5.4 Change Route Function ................................................................................................ 28
2.5.5 Changing Quantities on Releases planned on Job Sets ............................................... 28
2.5.6 Changing Release Due Dates ....................................................................................... 29
2.5.7 Changing Release Routing............................................................................................ 29
Balance Quantities Change after Shipments ............................................................................ 29
Order Cancellation .................................................................................................................... 29
INVENTORY RESERVATIONS ...................................................................................................... 32
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 2 of 99
STRATIX
3.1
3.2
4.
STATUS, HOLD & REVIEW INDICATORS...................................................................................... 34
4.1
4.2
5.
Overview.................................................................................................................................... 36
Advance Lift Planning Function ................................................................................................. 36
RAPID ORDER FULFILLMENT ..................................................................................................... 39
6.1
6.2
6.3
6.4
7.
Global Status Verification .......................................................................................................... 34
Combined Status Displayed on the Fulfillment Functions ........................................................ 35
ADVANCE LIFT PLANNING ......................................................................................................... 36
5.1
5.2
6.
Inventory Reservation Types ..................................................................................................... 32
3.1.1 Specific Reservations .................................................................................................... 32
3.1.2 Non-Specific Reservations ............................................................................................ 32
3.1.3 Incoming Reservations ................................................................................................. 32
Planned Product Items .............................................................................................................. 32
Overview.................................................................................................................................... 39
Work Order Group..................................................................................................................... 39
Rapid Order Fulfillment Browse ................................................................................................ 39
Work Order................................................................................................................................ 40
PRODUCTION PLANNING AND SCHEDULING.............................................................................. 42
7.1
7.2
7.3
7.4
7.5
7.6
7.7
7.8
Production Planning .................................................................................................................. 42
Job Set Creation......................................................................................................................... 43
7.2.1 Automatic Job Set Creation .......................................................................................... 43
7.2.2 Manual Job Creation – from the Production Planning Function .................................. 44
7.2.3 Manual Job Creation – from the Job Set Creation Function ........................................ 45
Job Set Structure ....................................................................................................................... 45
Planned Orders .......................................................................................................................... 46
Job Requirements ...................................................................................................................... 46
Ad-Hoc Jobs ............................................................................................................................... 46
7.6.1 Example ........................................................................................................................ 46
Alternate Jobs ............................................................................................................................ 47
7.7.1 Example ........................................................................................................................ 47
Processing Plan .......................................................................................................................... 48
7.8.1 Major Features Provided .............................................................................................. 48
7.8.2 Sawing Layout ............................................................................................................... 48
7.8.3 Burning Layout.............................................................................................................. 50
7.8.4 Slitting Layout ............................................................................................................... 50
7.8.5 Cut-to-Length Layout .................................................................................................... 51
7.8.6 Multi-Strand Blanking Layout ....................................................................................... 51
7.8.7 ‘Cut Down’ or Shearing Layout ..................................................................................... 51
7.8.8 Single Strand Layout ..................................................................................................... 52
7.8.9 Multi-Strand Layout...................................................................................................... 52
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 3 of 99
STRATIX
7.9
8.
PRODUCTION RECORDING ........................................................................................................ 55
8.1
8.2
8.3
8.4
8.5
9.
Job Scheduling .......................................................................................................................... 52
Production Recording Features ................................................................................................ 55
Ready-to-Ship Material ............................................................................................................. 56
Process History ......................................................................................................................... 56
Next Process ............................................................................................................................. 57
Production and Reservation Interface ...................................................................................... 57
8.5.1 Prime Inventory Job Set Reservations ......................................................................... 57
8.5.2 Work-in-Process Job Set Reservations ......................................................................... 58
8.5.3 Fully Produced Job Set Reservations ........................................................................... 58
BACK ORDERS ........................................................................................................................... 60
9.1
Backorder Review Function ...................................................................................................... 60
10. TRANSPORT PLANNING AND SCHEDULING ................................................................................ 62
10.1 Shipment Planning Functions ................................................................................................... 62
11. INVOICING ................................................................................................................................ 65
11.1 Invoice Generation ................................................................................................................... 65
11.1.1 Customer Credit Exposure ........................................................................................... 65
11.2 Manual Generation ................................................................................................................... 66
11.2.1 Sales Invoices ............................................................................................................... 66
11.2.2 Debit Notes .................................................................................................................. 66
11.2.3 Credit Notes ................................................................................................................. 66
11.3 Invoice Update .......................................................................................................................... 66
11.3.1 Invoice Numbering ....................................................................................................... 66
11.4 Invoice Printing ......................................................................................................................... 67
11.4.1 Invoice Edit................................................................................................................... 67
11.4.2 Invoice Form ................................................................................................................ 67
11.5 Customer Returns ..................................................................................................................... 68
12. AUTOMATIC ORDER CLOSING.................................................................................................... 70
12.1 Closing Releases ........................................................................................................................ 70
12.2 Closing Items ............................................................................................................................. 70
12.3 Closing Orders ........................................................................................................................... 71
13. APPENDIX – ORDER FULFILLMENT BUSINESS CASES ................................................................... 72
13.1 One or Multiple Jobs Performed to Fulfill One Order Item ...................................................... 72
13.1.1 Ship As-Is ...................................................................................................................... 72
13.1.2 One Production Job...................................................................................................... 72
13.1.3 Multiple Production Jobs ............................................................................................. 73
13.2 One or Multiple Jobs Performed to Fulfill Multiple Order Items ............................................. 74
13.2.1 One production Job – Grouped OIRs ........................................................................... 74
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 4 of 99
STRATIX
13.3
13.4
13.5
13.6
13.2.2 Multiple Production Jobs – One Job with Grouped OIRs ............................................. 74
13.2.3 Multiple Production Jobs – Common Work-in-Process................................................ 75
13.2.4 Multiple Production Jobs – Grouped Route ................................................................. 77
13.2.5 Combining Multiple Processes on one Job ................................................................... 78
Multiple Jobs – Floating Sequence ............................................................................................ 79
13.3.1 Flow-Through Jobs........................................................................................................ 79
13.3.2 Transformation Jobs ..................................................................................................... 80
Multiple Routes to Fulfill One Sales Order ................................................................................ 81
Special Cases.............................................................................................................................. 82
13.5.1 Material Re-Work – Ad-Hoc Jobs.................................................................................. 82
13.5.2 Inventory to be Consumed after the First Job.............................................................. 83
13.5.3 Order Fulfilled using pre-produced Stock .................................................................... 84
One or Multiple Outside Processing Jobs .................................................................................. 84
13.6.1 One Transfer Performed to Fulfill One Sales Order ..................................................... 84
13.6.2 One Transfer Performed to Fulfill Several Sales Orders ............................................... 85
13.6.3 Transfer a Coupon to Perform Testing (Future Implementation) ................................ 86
14. APPENDIX – ORDER FULFILLMENT EP’S ..................................................................................... 88
14.1 Process....................................................................................................................................... 88
14.2 Process Class.............................................................................................................................. 89
14.2.1 Rules and Restrictions .................................................................................................. 91
14.3 Default Process Warehouse ...................................................................................................... 91
14.4 Valid Processes Per PWC ........................................................................................................... 92
14.5 Work Group and Process Work Center ..................................................................................... 92
14.6 Combine Processes on One Job................................................................................................. 93
14.7 Picking Not Required ................................................................................................................. 93
14.8 Advance Lift Planning Exception ............................................................................................... 94
14.9 Planning Group .......................................................................................................................... 94
14.9.1 ‘No Process’ Planning Group ........................................................................................ 95
14.10 Work Order Group and Routes ................................................................................................. 95
15. APPENDIX – WEDGE SCANNER INTERFACE ................................................................................ 97
15.1 STRATIX Applications ................................................................................................................. 97
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
ORDER FULFILLMENT
1. INTRODUCTION
The STRATIX Order Fulfillment system encompasses the computer functions, business documents and
company procedures across multiple departments which are used to process orders, complete
production and arrange shipping of material to customers on a timely basis.
The Order Fulfillment cycle begins with Quote/Order entry, where a customer request is entered for
quotation and identification and estimation of the processes that the Order Item must undergo. It then
continues with a Credit Verification of the customer prior to releasing the order for production and
shipping. Following credit review, the order items move into the area of Warehouse Logistics where
the production, transfer and shipping functions are planned, scheduled and executed. Finally, the
shipment is invoiced and the order is closed.
STRATIX handles any combination of orders and fulfillment methods. This includes ‘as-is’ material (not
to be processed), internally processed material, material that requires external processing, material
purchased specifically for customer Just-in-Time applications (JIT) and mill purchases shipped directly
to the customer. In addition, an optional, specialized Job Supply module provides quotation and
processing of contract-based supply and cutting orders.
Depending on the type of processes required for each item, the required Job Set(s) is/are created so
the order can be tracked as it progresses through each process in the warehouse. For Production
activities, production jobs are created, scheduled and recorded. For transfers and shipping activities,
transport vehicles are arranged and scheduled.
Each step in the fulfillment cycle is an integral part of the workflow. Each provides certain checks and
balances to ensure that orders are handled promptly, scheduled efficiently, completed quickly and
monitored for exceptions or potential problems.
This document provides an overview of each of the steps in the fulfillment cycle and provides an insight
into some of the inter-relationships between functions that arise due to differences in the types of
orders, the source of material and the processes required. Details of individual functions can be
obtained from each of the application overview reference documents.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 6 of 99
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 7 of 99
Invera
The Metal Information Technology Company
2. QUOTE/ORDER ENTRY
A Quote is a response to a customer inquiry for specific material, pricing and delivery dates. An Order
is a business transaction used to fulfill an approved customer quotation, produce material for stock or
produce material for anticipated customer orders. The information related to an Order that is used in
the fulfillment cycle is shown below.
Order Entry
STRATIX Order Fulfillment
Enter Quote
Quote
Enter Order
Quote
Convert Quote to Order
ord ack
Sales
Order
Del Mthd/
Route
Order
Packaging
Specs
Test
Certificates
Item
Instructions
Reservations
Release
ProcessRouting
w/ Est. time
In STRATIX, the procedure and functions for entering a Quote and Order are identical so as to maximize
salesperson efficiency. If a Quote had been entered earlier, it can be converted into an Order to
initiate production and shipment. An Order can also be directly created without a prior Quote. Both
methods of entry provide the same functionality in terms of capturing the customer’s requirements
and entering or calculating prices and costs for the transaction.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 9 of 99
Invera
The Metal Information Technology Company
Page 10 of 99
STRATIX
2.1
Order Structure
Sold To, Ship to and
Contact Person
Order Status
Credit Information and
Terms of Payment
Taken-by and Inside
Salespeople for this
Order
Freight Information
Item Grid
Ordered Weight and Value
2.1.1
Metal Profit % and Amount
Net Profit % and Amount
Quote/Order Information
Each Quote/Order is related to a Customer and an associated Ship-To address along with reference
information concerning the contacts, terms of payment, freight information and charges applicable to
the quote or order. Each Quote/Order is issued a unique company-wide Order Number with a prefix
QT for Quote and SO for Sales Order.
The Delivery Method associated to the Quote/Order represents the shipping method to the Customer.
To distinguish the urgent deliveries, an Expediting Route can be entered on the Order to override the
default Route.
The Delivery Method for the Transfers between Warehouses and to/from Outside Processor is
controlled by a Company Execution Option and can be changed on the Activity level.
2.1.1.1 __ Order Types
The Order Type determines the intended use of the transaction and determines the fulfillment flow. It
is entered at the order level and applies to all items on the Order.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 11 of 99
STRATIX
Normal
This is the default Order Type for a sales order to a customer. It supports all of the
Order functionality except for a Blanket Quantity.
Blanket
Similar to a Normal Order in all respects except that an additional Blanket Quantity
can be entered at the Item level.
Stock
Stock Orders are internal orders used to initiate production to fulfill internal stock
replenishment requirements and Just-in-time requirements.
A Stock Order Release can be linked to a designated Target Order Item Release to
allow the automatic pushing of the reservation to the Target OIR once it is produced.
This option can be used to address the following business cases:


Customer
Stock
Producing Inventory to fulfill a Contract Order.
Producing Components for an assembled Part.
Customer Stock Orders are internal orders used to initiate production to fulfill
an anticipated customer requirement in advance of receiving a sales order.
A Customer Stock Order Release can be linked to a designated Target Order Item
Release to allow the automatic pushing of the reservation to the Target OIR once it is
produced. This option can be used to address the following business cases:


Job Summary
Producing Inventory to fulfill a Contract Order.
Producing Components for an assembled Part.
Job Summary Orders are like Blanket Orders which are entered without specific
dimensions. Typically only the Form, Grade, Size and Finish are entered with the
total quantities. No Production or Shipping is done on a Job Summary Order.
Therefore the Job Summary Order can be used as an order acknowledgment.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 12 of 99
STRATIX
Job Detail
Job Detail Orders are created once the Customer provides the Job Detail on a Job
Summary Order. Job Detail Orders are like Normal Orders in that all the Production
and Shipping are done against them.
Toll Contract
Toll Contract Orders are used to record an agreement to process a certain quantity
of a specific consumed product and the applicable charges. No production or
shipping is done based on a Toll Contract Order.
Order
Toll Order
Toll Orders are created once the Customer provides the Tags to be processed. All
production and shipping is done on the Toll Orders.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 13 of 99
STRATIX
Quote/Order Item Information
Item Quantities
Item Charges
Release Routing
Item Releases
Test Certificates
Item Status
Item/Order Profit
2.1.2
Quote/Order Item Information
Within a Quote/Order, each sold product and its related information is organized in an Order Item.
Each Item includes the sold Product, Dimensions, quantity ordered, charges, costs, product
specifications, required test certifications and instructions. In addition, sales management information
such as the type of sale and source of sale are entered for later sales analysis. The customer Purchase
Order number is recorded at the Order Item level. Order specifications and billing information are then
added as required.
Order Item information that is used in the fulfillment process to guide production and shipping
operations includes the Product Tolerances, Packaging requirements, Test Certificates, Billing Quantity
Type (Actual or Theoretical), processing and shipping Instructions.
Order Item information used to generate the invoice includes the Charge and Cost Rates.
2.1.3
Quote/Order Item Release Information
For each Item, one or more Releases can exist. Each Release includes the Due Date, Quantity to be
shipped, Release Routing and Reservations.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 14 of 99
STRATIX
If an Order is to be fulfilled from more than one source, or in more than one sequence, a new Release
must be defined for that Order item (even if the final shipment dates for each Release are the same).
Releases can have Routing Sequences that are parallel to each other because part of the material is
being processed from stock while the remainder is waiting for an Incoming Purchase Order to be
received. The material on the PO must be received prior to recording production.
The customer Release number is recorded at the Order Item Release level.
2.1.3.1 __ Release Quantities
The following quantity totals are maintained at the Order Item Release level to provide Order Status
information. The totaling is based on the Quantity ordered by the customer.
Example:
If pieces were ordered, all the computations would be based on pieces.
Quantity
Description
Ordered

Entered by the salesperson based on the customer requirement

For Shipped Releases, it cannot be modified - as the Salesperson modifies the Balance
quantities. The Ordered is computed as the sum of the Balance and Shipped.

Applicable only to Job Summary Orders

Computed by the system (and stored) based on the Job Detail Order Items created
against the Job Summary release

For unshipped Release, it is computed by the system (and stored)

For Shipped Releases, it can modified by the user. if modified, it is used to compute the
Ordered Quantities.

For non-Job Summary Orders: Balance = Ordered – Shipped

For Job Summary Orders: Balance = Ordered – Job Detail
Reserved

Represents the total unprocessed inventory reservation that is assigned to the Order Item
Release
Expected Production

Represents the anticipated produced quantity from the job set for the item release. If
multiple Job Sets exist for the Order Item Release, then the Expected Production is
computed based on the total of all the job sets.

Computed based on the Planned Production assigned to the Sales Order. It is
automatically updated when the Planned Production is changed. E.g.
 Assume that the following orders are produced on the same Shot Blast and Saw jobs
 SO-1-1-1 for 3 Pcs 4 M Bar
 SO-2-1-1 for 3 Pcs 2 M Bar
Job Detail
Balance

Order Fulfillment – 9.2
Licensed Material, February 25, 2013
If the Sawing Layout is created to produce 2 Pcs for each SO, then the Expected
quantity on each SO will be 2 Pcs
Invera
The Metal Information Technology Company
Page 15 of 99
STRATIX
Quantity
Description
Ready-to-Ship

Represents the total quantity of the Product Items that completed all the processes as
identified in the Release Routing and passed the ‘Ready-to-Ship’ evaluation.
Not Ready-to-Ship

Represents the total quantity of the Product Items that completed all the processes as
identified in the Release Routing but did not pass the ‘Ready-to-Ship’ evaluation.
Shipped

Computed and stored based on all the updated shipment transactions.

For Job Summary Orders, this quantity is updated based on the updated shipment
transactions against the Job Detail Order Item releases linked to the Job Summary
Release.

Applicable only to Job Summary Orders

Computed by the system (and stored)

Balance = Ordered – Shipped
Balance to Ship
2.1.3.2 __ Default Transport Route
The Default Transport Route is automatically defaulted based on the Ship-To and Shipping Warehouse
at Order Item Release (OIR) creation time and can be changed as required.
It is displayed on the Production Planning to help the planner decide which orders to produce together.
The OIR Transport Route is re-defaulted in the following cases:

When the Shipping Warehouse is manually changed from the Release Entry window.

When the Ship-To is changed and the user selects to re-default the information based on the new
Ship-To.
2.1.3.3 __ Order Planning Method
The Order Planning Method is defined at the OIR level to control the type of fulfillment used for the
Order Item Release. Based on company requirements, each Order Item release can be fulfilled using
one of the following methods:

Production Planning: the Order Release goes on Planning review until it is reviewed and manually
planned on a Job Set by the Production Planning. Generally used for Processes that require manual
intervention and the grouping of Releases into a single Job Set (e.g., Sawing, Burning, Slitting, Cutto-Length…)

Automatic Job Set Creation: the Order Release is automatically planned on a Job Set, and therefore
the Release is not displayed on the Production Planning function unless the Job Set could not be
created due to any of the failed global status verifications (e.g., Credit Hold, Incoming reservation,
Production Hold…). Generally used for Picking, Customer Consigned and Direct Ship processes.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX

Page 16 of 99
Rapid Order Fulfillment: the Order Release is automatically planned on a Job Set, and therefore the
Release is not displayed on the Production Planning function unless the Job Set could not be
created due to any of the failed global status verifications (e.g., Credit Hold, Incoming reservation,
Production Hold…). However, in addition to the Automatic Job Set Creation, the Release is grouped
along with other Releases on the same order, matching the Standard Process Route, Planning
Warehouse and Due date, on a Work Order Group. The Work Order Groups are then displayed on
the Rapid Order Fulfillment function where the ‘Work Order’ documents can be printed.
The Execution Option must be set based on the warehouse production procedures as follows:

If multiple Order Item Releases are usually grouped on one job to minimize the drops, then the
option must be set to ‘0-Production Planning’. This will indicate that the production planner must
perform the job creation function.

If each Order Item Release is usually produced on a separate job, then the option can be set to ‘1Automatic Job Set Creation’ or ‘2-Rapid Order Fulfillment’. In this case, the Job Set is automatically
created after exiting the sales order. This speeds up the fulfillment cycle, as the production
planning function is not required.
The Order Planning Method has no impact once Jobs are created.
Rules and Restrictions

The Automatic Job Creation is only performed after exiting the Sales Order and if no Job Sets
already exist for the OIR.

When adding an item, the ‘Order Planning Method’ flag is automatically re-defaulted when the
Sales Category and/or the Standard Route and/or the Planning warehouse is modified on the
Charges window.
Creating the Jobs
When exiting the Order, one Job Set is created for each Order Item Release (whereby the Order
Planning Method is set to Automatic job Set Creation or Rapid Order Fulfillment) provided that the
Order is not on Transaction Hold and that the Global Status Verifications for the Job Creation are
successful.
If the Job Set is not created correctly, the Taken-by Salesperson is notified. The Job Set may not be
created due to a missing setup such as the default PWG/PWC. In this case the Job Set can be created in
one of the following ways:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 17 of 99
STRATIX

From the Production Planning function.

By calling back the Order in change mode, fixing the error (PWG/PWC) and exiting from the order.
2.2
Warehouses Defined on an Order
2.2.1
Default Shipping Warehouse
The Default Shipping Warehouse is defined on the Order Header level. This represents a nominal
shipping point for all the item releases of the Order.
The default is based on the order selling branch and the ‘Default Source Warehouse’ Execution Option.
It can be changed as required.
It is used as follows:

As a default Shipping Warehouse when entering an item

To get an estimated Freight Charge and Cost from the Outbound Freight table
2.2.2
Source Warehouse
The Source Warehouse is where the inventory is to be reserved for the Order Item Release.
At Item creation time, the Source Warehouse defaults based on the Order Selling Branch and the
‘Default Source Warehouse’ Execution Option. The salesperson can change the default either manually
or by selecting a Stock Summary from the Extended Part/Product Entry window.
The Source Warehouse is used as default for the following:

Reservation Warehouse

Activity Warehouse (see below)
2.2.3
Planning Warehouse
The Planning Warehouse identifies the Warehouse responsible for planning and following-up of the
order fulfillment steps through the production cycle.
A Planning Warehouse is automatically assigned to each Order Item Release based on the ‘Default
Source Warehouse’ of the Selling Branch. For subsequent Items/Releases, the Planning Warehouse
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 18 of 99
STRATIX
defaults based on the ‘Item Defaults’ User Preference (First Item, Last Item or Add Defaults). The
Planning Warehouse can be changed on each Order Item Release.
The Production Planner reviews the orders based on their Planning Warehouse and plans the jobs for
all the steps required to fulfill the Order Item Release.
Example:

SO-BIR-1-1-1 Oxy Burn a Plate in Warehouse = A  Planning Warehouse = A

SO-BIR-2-1-1 Oxy Burn a Plate in Warehouse = A  Planning Warehouse = A

SO-RTH-3-2-1 Laser Burn a Plate in Warehouse = B  Planning Warehouse = B

SO-RTH-4-2-1 Laser Burn a Plate in Warehouse = B  Planning Warehouse = B
The Planner in Warehouse A will plan the Jobs for Birmingham orders (SO-1-1-1, SO-2-1-1)
The Planner in Warehouse B will plan the jobs for Rotherham orders (SO-3-2-1, SO-4-2-1)
2.2.3.1 __ Rules and Restrictions

The OIR Planning Warehouse can be changed as long as jobs have not been created.

The Planning Warehouse is NOT used by the shipping function as the shipments
(customer/transfers) are planned based on the shipping warehouse.
2.2.4
Shipping Warehouse
The Shipping Warehouse is defined on the Item Release and represents the warehouse from which the
material is shipped.
For Stock and Customer Stock Orders, where no shipping step is applicable, the Shipping Warehouse
represents the Destination warehouse at which the final produced material is expected to be.
It is defaulted based on the ‘Default Source Warehouse’ Execution Option for the Order Branch and can
be changed when entering the order item.
Example:
2.2.5
To initiate a stock transfer from Warehouse BIR to Warehouse RTH, a Stock Order is
created with a Pick Process in Warehouse BIR and a Shipping Warehouse = RTH.
Activity Warehouse
The Activity Warehouse is associated with the Processing Steps within the Routing and this represents
the warehouse where the activity is taking place.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 19 of 99
STRATIX
The Activity Warehouse defaults based on the Source Warehouse identified at item creation time. A
‘Default Process Warehouse’ enterprise parameter table identifies the default Activity warehouse for
the outside processing processes based on the source warehouse.
For example:

An order is created with the following Standard Process Route: Saw, Boring and a Source
Warehouse = BIR

When Boring is required for BIR Stock, it is normally sent to the ABC outside processing
(Warehouse = ABC)

The warehouse for the Release Routing will be created as follows:

Saw in BIR

Boring in ABC
2.3
Release Routing
The Release Routing is the desired sequence of processing steps to fulfill an Order Item Release. It
does not include any material movement (i.e., Transfers and Shipping). All material is assumed to be
processed through a set of Jobs. Hence the Order routing is used as the default Job Sequence, unless
changed by the Planner.
2.3.1
Release Routing Attributes
The following attributes are defined in the Release Routing:
Parameter
Description
Activity Warehouse

The warehouse where the activity is designated to take place.
Process

The process to be performed.
Processing Work Group

Automatically assigned by the system based on the Product and Process
combination.

May be changed by the salesperson for large and/or urgent orders.

Automatically defaulted by the system based on the Processing Work
Group.

May be changed by the salesperson when a special PWC is required.

Can be changed by the Production Planner when reviewing the orders.

A verification is performed to ensure that the PWC is valid for the Process.

Automatically computed by the system based on the Release ‘Ready By’
Process Work Center
Schedule Start Date and Time
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 20 of 99
STRATIX
Parameter
Description
Date and each ‘Process Time Lag’.
2.3.2

If the consecutive processing steps are not in the same warehouse, then
the In-transit day/time is added to the Processing Time lag to ensure that
all the processing time are completed on time.

Can be changed by the salesperson or the planner to accommodate the
Outside Processing time delay.
Outside Processing Processes
When an outside processing step is included in the routing, the salesperson would normally identify the
Outside Processor, the Cost and the specific instructions that are to be printed on the Service Order.
The Cost that is entered by the salesperson is automatically copied from the Order Item to the Job to
ensure that the production cost is as per the agreed upon price.
The processing instructions entered by the salesperson for the outside processing Process are printed
on the Work Order below the order information.
In the case where the planner decides to create a single outside processing job to fulfill multiple Order
Item Releases (OIRs), it is assumed that the planner will review all the order item costs to decide if the
OIRs should be grouped or not.
If multiple OIRs are grouped on a single outside processing job, the Cost rates of the first OIR is moved
to the Job and can be modified as required.
2.4
Defaulting the Release Routing
The Release Routing defaults based on the Standard Route that is entered at item creation time.
If the item is duplicated from another item, then the salesperson has the option to either copy the
routing from the source item, or create it based on the Standard Process Route.
When adding a Release to an existing Item, the Release Routing is defaulted based on ‘Item Defaults’
User preference.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 21 of 99
STRATIX
When the Item is created using a Part Spec, then the Item Charges and Processes are defaulted based
on the Part number.
The following diagram illustrates how the Processes and the Activity Warehouses are defaulted when
creating an order item release.





Standard Routing = SAW, BOR,HTR
Source Warehouse = A
The Sawing is done at the source warehouse
The Boring is done at an outside processor (Warehouse = B)
The Heat Treatment is done at an outside processor (Warehouse C)
Release Routing
Standard Routing




2.4.1
Sawing
Boring
Heat Treatment
A
B
C
Src
Whs
Dflt
Whs
Dflt
Whs
The Sawing, Boring and Heat Treatment Processes default
from the Standard Routing
The Activity Warehouse of the Sawing defaults from the
Source Warehouse
The Activity Warehouse of the Boring defaults from the
Default Process Warehouse for Boring
The Activity Warehouse of the Heat Treatment defaults from
the Default process Warehouse for Heat Treatment
How to set up the Standard Routes
It is suggested that the Standard Route be defined as follows:

For ‘Ship As-Is’ Sales Category, the default Standard Route must be defined as Picking. This ensures
that the Pick Process is automatically created on each Release. If required, the salesperson can add
more processing steps such as Inspection.

For ‘Processing Required’ Sales Category, many Standard Route can be defined. The most common
one can be set as the ‘default’ routing. The Picking Process does not need to be included in the
Standard Process Route. At Order Entry time, a Picking or an Auto-Complete process is
automatically inserted if Picking is applicable to the first Production Process in the Routing.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 22 of 99
STRATIX

For ‘Direct Ship’ Sales Category where only a direct ship process is required, the default Standard
Route must be defined as ‘Direct Ship’. This ensures that the ‘Direct Ship’ Process is automatically
created on each Release. Additional steps cannot be added for this type of Direct Ship.

For ‘Direct Ship’ Sales Category where additional processing steps are required, many Standard
Route can be defined. The most common one can be set as the ‘default’ routing. The ‘Direct Ship’
Process cannot be included in the Standard Route or entered at Order Entry time.

For ‘Customer Consigned’ Sales Orders where only the Invoicing Process is required as the
Processes and the Transfers to the Customer Consigned Warehouse were already performed on a
Customer Stock order, the Standard Route must be defined as ‘Customer Consigned’. This ensures
that the ‘Customer Consigned’ Process is automatically recorded, the Shipment is automatically
planned and updated and the Invoice Entry is automatically generated.
2.4.2
Rules and Assumptions

Up to 20 Processes are allowed in the Routing (excluding the Transfers and Shipping)

Each Charge can be related to a single Process. A change to a Charge is automatically synchronized
to the Process.

A Process can exist with/without a charge. However, processing cost can only be linked to a
Processing Charge.

In the cases where the salesperson does not want to charge the customer for the processing
but wants to accrue the estimated processing cost to the order, an Included processing charge
with zero rate can be entered.

A warning message is displayed, if the same process is repeated on two consecutive steps.

The Standard Route on Items can be changed on an Item thus re-defaulting the Charges and
Routing Steps.


If Job Sets exists, they can be deleted from within Order Entry as long as they were
automatically created by the system, Production has not started and the Work Order was not
printed for any of the Jobs.
The Release Routing can be changed once the Jobs are created for the Item Release. However the
change has no impact on the already existing Job Sets.
2.4.3
Interface with the Reservation Function
The Activity Warehouse of the first Routing Step must match the Reservation Warehouse.

If the reservations are made in a different warehouse, then the Release Routing window is
automatically displayed when closing the reservation function and the Activity Warehouse is
automatically adjusted. The user can either accept the window or make the required changes.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 23 of 99
STRATIX
Example:



An order is entered with the following Routing:

Shot Blast – Warehouse BIR

Saw – Warehouse BIR

Ship – Warehouse BIR
If the reservation is made in Warehouse RTH, then when the reservation function is closed, the
Release Routing window is automatically displayed as follows:

Shot Blast – Warehouse RTH

Saw – Warehouse RTH

Ship – Warehouse RTH
The user can either accept the updated routing or insert a Picking process and adjust the remaining
Activity Warehouse as follows:

Picking – Warehouse RTH

Shot Blast – Warehouse BIR

Saw – Warehouse BIR

Ship – Warehouse BIR
2.4.3.1 __ Restrictions

If the Order Item Release Reservation and/or Release Routing is changed from outside of the Order
Entry function (Production Planning), then it is the planner responsibility to adjust the Job and/or
reservation Warehouse based on material that will be used to fulfill the release and the required
processes.

The Activity Warehouse of the Routing Step in NOT validated against the Reserved Product
Warehouse if no Reservation exists.
2.4.4
Defaulting the PWG, PWC and Schedule Start Date and Time
The Processing Work Group can be manually entered or automatically defaulted based on a set of
Enterprise Parameters. The default PWC for the PWG is automatically defaulted and can be manually
changed.
The Schedule Start Date and Time are computed in the background when the Order entry is completed
based on the Order Item Release Ready-By date and the Routing steps.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 24 of 99
STRATIX
However, the salesperson can manually trigger the date computation from within order entry. This
allows him/her to modify the system default when an outside processing step is included in the
routing.
2.4.5
Routing Steps
2.4.5.1 __ The Shipping Step
The Release Routing does not include the Shipping step. It is assumed that the Sales and Blanket
Orders must be shipped to the customer. Therefore a Shipping Activity is automatically created based
on the Order Item Ready-By date, Shipping Warehouse, the sold product and Planned Production
Quantity defined at Job creation time.
The Shipping Activity is not applicable for Stock and Customer Stock Orders:

For Stock Orders, the produced material becomes available stock, after passing the Ready-to-Ship
evaluation.

For Customer Stock Orders, the Ready-to-Ship material is reserved back to the Customer Stock
Order.
2.4.5.2 __ The Transfer Step
The Release Routing does not include any Transfer Steps. The Job Creation function automatically
creates the Transfer Shipping Activity when the Activity Warehouses of two consecutive jobs are not
the same.
The Transfer Freight Cost can automatically be associated with the Order Item based on the Outbound
Freight Enterprise Parameters table using the Transfer Cost Number Execution Option.
2.4.5.3 __ The Picking Step
For ‘Ship As-Is’ order items, a Pick step is automatically created based on the default Standard Route
for the Sales Category.
For ‘Processing Required’ order items being fulfilled from a company-owned warehouse (i.e.,
Reservation is Company-owned warehouse), the Pick step is automatically created based on the
Default Picking Process Execution Option. An exception enterprise parameter table defines the
Processes by Warehouse that do not require a separate Pick step. If the Standard Process Route
already includes a Picking Process, then the Default Picking process is not inserted again.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Page 25 of 99
If the Item is being fulfilled from a non-company owned warehouse, an Auto-complete Step is created
instead of the Picking Step based on the Default Auto Complete Process Execution Option.
Example:

A Saw may not need a Pick step if the picking and sawing are recorded at the same time.

A Burn may require a Pick step as the Picking is performed and recorded before starting the
burning process.
Whenever the Warehouse and/or Process are changed on the first step, the system automatically
ensures that the system generated Picking step is deleted or one is inserted based on the Picking Not
Required exception table.
The system-created Picking step cannot be deleted by the salesperson. However, the salesperson can
manually add a picking step if one is required and if it was not defaulted by the system. This manually
added picking step can be deleted as required.
The following diagrams illustrate the default of the Picking Process based on the first Process in the
release routing.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 26 of 99
STRATIX




Standard Routing = BRN, GRD, DRL
Picking is required for Burning
Source Warehouse = A
The Burning and Grinding are done at an outside processor (Warehouse =
B)
The Drilling is done at the source warehouse

Release Routing
Standard Routing
Picking
Burning
Grinding
Drilling
A
B
B
A
Src
Whs
Dflt
Whs






The Picking is automatically inserted
The Burning, Grinding and Drilling default from the Standard Routing
The Activity Warehouse of the Picking defaults from the Source Warehouse
The Activity Warehouse of the Burning defaults from the Burning Default Warehouse
The Activity Warehouse of the Grinding defaults from the Grinding Default Warehouse
The Activity Warehouse of the Drilling defaults from the Source Warehouse
2.4.5.4 __ The Auto Complete Step
For Normal Orders created from Customer Stock Orders to invoice the Customer for the Material that
has already been shipped to the Customer Warehouse, an Auto-Complete step is automatically created
based on the default Standard Route for the Sales Category.
For ‘Processing Required’ order items that are being fulfilled from an Outside Processing Warehouse,
an Auto-Complete step is created, based on the Default Auto Complete Process Execution Option,
instead of the Picking Process if a Pick Process is required as explained in the ‘The Picking Step’ section
above and the Reservation Warehouse is not company-owned.
2.4.6
Routing Entry by the Planner
It is to be noted that the entry of a routing on the Order Item Release (OIR) is not mandatory. If the
routing is not defined by the salesperson, then the production Planner can either define the OIR
routing from the Production Planning function or directly create a set of Jobs with the appropriate
routing based on the product that was ordered.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 27 of 99
STRATIX
This can bring up the following cases:

OIR is for Cold Rolled Sheets 24x72 20,000 LBS with no routing at all

OIR is for Cold Rolled sheets 24x72 20,000 LBS with routing of SLIT and LVL
To fulfill any of these orders, the planner has the following options:

Create a Picking Job and reserve finished material to supply the Order as needed, if suitable
finished material is available.

Create one/many job(s) (Slit and/or Level) to fulfill the single order

Create one/many job(s) to fulfill a group of orders.
2.5
Order Changes
Changes to Items and Release may be required due to new Customer requirements or to correct any
errors made at Order Entry time.
In some cases, a Release might have already been planned on a Job Set. In which case, the following
verifications are performed:
2.5.1
Changing Product on Items planned on Job Sets
The Sold Product cannot be changed on an Item if a Job Set exists for any of the Releases. An indicator
is displayed in the Part/Product Entry window to indicate the existence of a Job Set.
2.5.2
Changing the Reserved Product
Changing the Reserved Product on an Item has no impact on the existing Job Set. A warning message is
displayed to the Salesperson.
2.5.3
Changing Specifications
Changes to the Specifications on a planned Item (i.e., a Job Set exists for any of the Releases) is
controlled by a User Group Access right.
If access is not provided, the Specifications cannot be maintained by the Salesperson and the
Specifications must be manually modified by the Planner from within Job Set Maintenance.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 28 of 99
STRATIX
If access is provided, the Specifications can be maintained by the Salesperson. A workflow message is
sent to the Planner if the Work Order document was printed or Production has started on any of the
Jobs on the Job Set.
2.5.4
Change Route Function
The Change Route function is used to achieve the following objectives:

Change the Sales Category, Standard Routing and re-default the Charges and Routing Steps on a
newly created Item that was entered in error.

Delete the automatically Job Set that has not started yet, due to a change in the Product, Quantity
or Routing.

Change the Routing on a Normal Order created from a Customer Stock Order to automatically
update the Shipment and generate the Invoice.
2.5.5
Changing Quantities on Releases planned on Job Sets
The ability to change the Quantities of Releases planned on Job Sets is controlled using a Branch-level
execution option.
Changing the Quantities of these Releases has the following impacts on the Job Sets:
Case
Production
Started
Work Order
Printed
Automatically created Job Set

Automatically created Job Set
Automatically created Job Set

Automatically created Job Set

Order Fulfillment – 9.2
Licensed Material, February 25, 2013

Impact


Job Set is automatically deleted
New Job Set is created for the full Quantity.



Job Set is not automatically deleted
Job Set is not updated with the Quantity Change
A workflow is sent to the Planner to flag the Quantity
Change
Invera
The Metal Information Technology Company
Page 29 of 99
STRATIX
Case
Manually created Job Set
Production
Started
N/A
Work Order
Printed
N/A
Impact

Release goes on Planning Review for the outstanding
unplanned Quantity.
If the Order Item Release Shipment Activity is scheduled on a shipment, then the Shipping Planner is
notified.
An indicator is displayed in the Quantity and Release Entry windows to indicate the existence of a Job
Set.
2.5.6
Changing Release Due Dates
Changing the Due date on Release has no impact on the existing Job Set. A workflow message is sent
to the Planner to indicate that a Due Date change has taken place.
2.5.7
Changing Release Routing
Changing the Routing on Release has no impact on the existing Job Set. The new set of Release Routing
Steps will be used on the new Job Sets created.
2.6
Balance Quantities Change after Shipments
For Items/Releases against which shipments were already made, the Balance Quantities are displayedinstead of the Ordered Quantities–when accessing any of the Order Entry windows to change the
quantities (e.g. Part/Product Entry, Ordered...).
As a result, the user will be modifying the balance quantities. The ordered quantities will be
recomputed accordingly as the sum of the balance and the shipped quantities.
2.7
Order Cancellation
The Order Item Release can be closed by the salesperson if no corresponding Job Set exists.
If a Job Set exists, then the following verifications are performed:

If the Job Set is on System Hold, then the Job Set is deleted and the Planning & Scheduling is
notified.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 30 of 99
STRATIX

If the Job Set is for a single OIR and no Job has started, then:

The Job Set is deleted and the Planning & Scheduling is notified

The Shipping Activity is deleted


If the Job Set is for a group of OIRs and the Job that is producing for the OIR did not start, then:

The OIR is deleted from the Job Set and the Planned Production for the OIR is re-assigned to
Stock.

The Planning & Scheduling is notified.

The Shipping Activity is deleted


If the Shipping Activity is planned on a shipment, then the shipment is deleted and the
Shipping Manager is notified.
If the Shipping Activity is planned on a shipment, then the shipment is deleted and the
Shipping Manager is notified.
If the Job that is producing for the OIR had started, then the OIR is not closed and the Inside and/or
Taken-by salesperson is notified.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 31 of 99
Invera
The Metal Information Technology Company
3. INVENTORY RESERVATIONS
Inventory Reservation is the process of allocating a portion of the on-hand inventory against the order
for processing or shipping. The presence of reservations indicates a demand on the inventory. This is
reflected in the on-hand/available stock display. This demand and its intended due date is taken into
consideration in the Inventory Forecasting functions of STRATIX.
3.1
Inventory Reservation Types
Inventory Reservations are of three types:
3.1.1
Specific Reservations
Specific Reservations are those for which the exact Product Item is identified and the required Pieces
and/or Quantity are reserved. A Specific Reservation updates the Quantity Available of the Product
Item as well as the product.
3.1.2
Non-Specific Reservations
Non-Specific Reservations are general reservations where only the Warehouse, Product, Gauge or
Dimension are known. Non-Specific Reservations are applied against a generic Product Item and
update the total Quantity Available for the product.
3.1.3
Incoming Reservations
Incoming Material Reservations are made against a Purchase Order Distribution. This is done when
there is insufficient stock available, or when the due date of the order is so far into the future that the
staff does not want to tie up current inventory. When the material arrives, it is received into inventory
and the incoming reservation is turned into a Specific or non-Specific Reservation.
Incoming material can be reserved directly to an Order Item Release so that it is held for that order.
This provides the convenience of advance reserving the material to ensure that the sales order has a
proper supply of inventory. As soon as the PO receiving is done and the material is applied to the
Order as a specific or non-Specific Reservation, the Order Fulfillment process can begin.
3.2
Planned Product Items
Planned Product Items represent inventory that does not actually exist in stock but is about to be
received or produced. They are created by the following functions:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX

Pre-Receipt

Processing Plans (Drops and Masters)

Processing Plans for Stock Orders

Production Recording (prior to update)
Page 33 of 99
When producing Planned Product Items, they are automatically reserved back to the Job Set to prevent
showing the Planned Product Item as available inventory. Planned Product Items created as Drops and
Return-to-Stock or those created for Stock Orders become available inventory, which can be reserved
using the Inventory reservation function.
Planned Product Items that are created from the pre-receiving function can be reserved at receiving
time or using the Inventory Reservation function.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
4. STATUS, HOLD & REVIEW INDICATORS
A Hold typically prevents an action from being performed, while a ‘Review Indicator’ is used to quickly
filter required data to decide upon a task list.
Hold and Review indicators can exist at the following levels:

Order level

Order Item

Order Item Release

Job Set and Jobs.

A Job Set is a group of inter-linked jobs that ultimately provide for one or more Order Item
Releases.

Shipping Activity

Transports
There are two types of Hold/Review Indicators:

Hold/Review indicators that are automatically applied by the system based on specific conditions.
If the defined conditions are met, the Hold/Review indicators are automatically removed by the
system. They can also be removed manually, if the conditions are deemed acceptable.

Hold/Review indicators that are manually applied by the user to control subsequent actions from
taken place.
All Hold/Release information is stored historically for tracing reference.
4.1
Global Status Verification
The Global Status Verification is a standard function that is performed by all the Order Fulfillment
functions to allow/prevent the function to proceed.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 35 of 99
STRATIX
The Global Status parameters can be configured based on the company requirements. E.g., Assume an
Incoming Reservation exists on the Sales Order Item:

A Company may allow the jobs creation and prevent the Work Order from being printed until the
Incoming Reservation is replaced with a stock reservation.

Or prevent the jobs from being created.
4.2
Combined Status Displayed on the Fulfillment Functions
To speed up the Order Fulfillment functions, one or more combined Status are displayed on each
screen to indicate whether the function is/is not allowed based on the Status applicable to the function
and the Global Status Verification result.
Refer to the ‘Status, Holds and Release Indicators’ manual for details.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
5. ADVANCE LIFT PLANNING
5.1
Overview
The ‘Advance Lift Planning’ function is accessed from the STRATIX main menu. It is a mandatory step
prior to Production Planning or Automatic Job Set Creation for Branches that use ‘Advance Lift
Planning’ based on a Branch level execution option.
This Application enables the Lift Planner to plan the lifts for all the Order Item Releases for each Order
before planning production.
5.2
Advance Lift Planning Function
Once an Order number has been selected, the system automatically retrieves information from the
Order/Items, and creates the suggested Lift arrangement as shown:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 37 of 99
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 38 of 99
Invera
The Metal Information Technology Company
6. RAPID ORDER FULFILLMENT
6.1
Overview
The ‘Rapid Order Fulfillment’ model is aimed at Service Centers that have a need to fulfill orders
without having to plan them in advance.
The use of the ‘Rapid Order Fulfillment’ model is controlled via the ‘Order Planning Method’ on the
Order Release. A service center can use the ‘Rapid Order Fulfillment’ model for any of its warehouses
as long as Order Releases are not combined on one Job Set.
The ‘Rapid Order Fulfillment’ model provides a mechanism to print multiple Releases (within one
Order) on one Work Order. For each Release, the corresponding Jobs are printed. This model reduces
the paperwork generated and facilitates the dispatch of each order when releases are not grouped on
one Job Set.
6.2
Work Order Group
The ‘Work Order Group’ defines the group of ‘Standard Routes’ that are usually produced together and
therefore should be printed on a single ‘Work Order’ document.
They are defined in the optional ‘Work Order Group’ enterprise parameter. When printing the ‘Work
Order’, the Order Releases are printed on a given ‘Work Order’ according to their ‘Work Order Group’.
For a given Order, all the Item Releases created without a ‘Standard Process Route’ or with one that is
not associated to a ‘Work Order Group’, will be printed together on one ‘Work Order’ document.
A ‘Work Order Group’ is considered complete as soon as any of its Releases is shipped. New Releases
are not added to a completed ‘Work Order Group’, as it is assumed that at this point, the production
has been completed and the Work Order document was returned to the Office to initiate the Shipping
process.
6.3
Rapid Order Fulfillment Browse
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 40 of 99
STRATIX
The ‘Rapid Order Fulfillment’ browse displays one line for each open ‘Work Order Group’ on the Sales
Order. Completed ‘Work Order Groups (i.e., Groups containing shipped Order Releases) are excluded
from the display.
The records are sequenced by the Due Date (ascending), Customer and Order Number. By default,
they are only displayed if their ‘Work Orders’ have not yet been printed.
The Planner can initiate the printing of the ‘Work Order’ for one or more selected lines.
Rapid Order Fulfillment Browse
6.4
Work Order
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Page 41 of 99
The ‘Work Order’ offers a single document for multiple Releases within a Sales Order and multiple Jobs
as long as the Planning Warehouse, ‘Work Order Group’ and Due Date are the same for the Releases.
The grouping of the Item Releases on the Work Order is controlled by the ‘Work Order Groups’ that
were assigned at Order Entry time.
In order to provide the full picture to the Planner, the Sales Order Items not included in the Routing are
still printed on the document with a reference to their Work Order. This ensures that the Planner is
aware that Items of the same Order are being fulfilled using other Routing.
Using the above concept, both the requirements of sequential production as well as parallelism can be
maintained. In other words, certain processes can be sequential, while some others can be channelled
to be performed in parallel for efficiency.
The numbering of the ‘Work Order’ is based on the Order Number and the ‘Work Order Group’ that
represents the group of processes that are included.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
7. PRODUCTION PLANNING AND SCHEDULING
All material processing and shipment activity needs to be encapsulated into Production Job Sets.
A Job Set is composed of one or more inter-linked Jobs that ultimately provide for one or more Order
Items Releases.
A Job represents the work to be done in a specific Warehouse on a specific Processing Work Center and
scheduled for a specific date. Jobs are set up for own or Outside Processing warehouses.
A Job is created to produce the following:

Finished Material to be shipped for a customer

Finished Material to be transferred to another warehouse then shipped to a customer

Work-in-Process for another Job

Work-in-Process to be transferred to another warehouse for more processing
7.1
Production Planning
Production Planning is the process by which the production planner creates Job Sets, and associated
Jobs, based on the Order Item Release Process Routing.
The Production Planning browse is provided to scan all Order Item releases that need to be planned
within a planning horizon. Based on the information provided the Planner is enabled to create Job Sets
for individual Releases or to combine multiple Order item Releases on single Job Set.
In the majority of cases, each Order Release is produced on its own. Where Order Releases are to be
combined and scheduled together (for production efficiency and reduction of scrap), they are grouped
onto a single Production Job Set. Typical applications for ‘ganged’ job Sets are plate burning, slitting
and cut to length.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 43 of 99
STRATIX
For Jobs, which require a more complex setup, the planning function extends to the setting up of one
or more Processing Plans within the Job. This is especially true of Sawing Jobs where a number of
layouts need to be planned in order to maximize the yield of the consumption item.
7.2
Job Set Creation
Job Sets are created in one of the following ways:

Automatically by STRATIX

Manually by the Planner, from the Production Planning function

Manually by the Planner, from the Job Set Creation function
7.2.1
Automatic Job Set Creation
The Job Sets are created by the system soon after the Order is completely entered. One Job Set is
created for each Order Item Release based on the Release Routing and the entire ordered quantity.
Job Sets are automatically created for Order Releases having an ‘Order Planning Method’ of 1–
Automatic Job Set Creation or 2–Rapid Order Fulfillment.
Based on the Global Status Verifications setup, Job Sets may not be created due to any of the following
reasons:

Order is on Credit Hold

Order Item is n Processing Review Hold

Order Release is on Production Review Hold

Order Release is on Credit Production Review Hold

Order Release has an Incoming Reservation

Order Release is awaiting Due Date confirmation—applicable only if using a Scheduling system to
assign the Due Dates.
7.2.1.1 __ Credit Held Orders
It is required to automatically create Job Sets for the Order Releases and the Order is on Credit Hold,
then the Job Sets are automatically created as soon as the Order is removed from Credit Hold.
7.2.1.2 __ Direct Ship Order Releases with Incoming Reservations
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 44 of 99
STRATIX
If it is required to automatically create Job Sets for Direct Ship Order Releases, then the Job Sets are
automatically created as soon as a Direct Ship Purchase Order is reserved to the Order Item Release.
The Incoming Reservation Global Status Verification is not applicable in Direct Ship cases. I.e. Job Sets
are automatically created even though the Order Release has an incoming reservation. This ensures
that the Direct Ship Job is automatically recorded when the Material is received and the Incoming
Reservation is replaced with Specific reservation.
7.2.1.3 __ Non-Direct Ship and Non-Buyout Releases with Incoming Reservations
If it is required to automatically create Job Sets for a non-Buyout and non-Direct Ship Order Release
that has Incoming Reservations, then the Job Sets are automatically created as soon as material is
received and the Incoming Reservation is replaced with Specific reservation.
7.2.2
Manual Job Creation – from the Production Planning Function
All the Order Item Releases that are on Planning Review are displayed on the Production Planning
browse where the planner can create the Job Set in one of the following methods:

One Job Set for each Order Item Release.

One Job Set for multiple Order Item Releases (grouping).
The following diagram illustrates how the Job Sets are created.
Order Entry
Order Releases with Automatic Job Set
Creation or Rapid Order Fulfillment
Releases w/
Planning Review
Production
Planning
Automatic
Job Set
Creation
Selected OIR's
Optionally previewed & revised)
Create one
Job Set for
each OIR
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Group
multiple OIR's
on one Job
Set
Invera
The Metal Information Technology Company
Page 45 of 99
STRATIX
The following diagram illustrates the flow of information from Order to the Job Sets, and to the
schedule:
Generation of Job Set
STRATIX Order Fulfillment
Order Item Release
Create Job Set
Material Reservation
Material Reservation
Pick Job
Job Set
Shipment Activity
Saw Job
PWC
PWC
Transport
Schedule
7.2.3
Manual Job Creation – from the Job Set Creation Function
For each of the Order Numbers entered by the user, all the Order Item Releases that are on Planning
Review are displayed on the Job Set Creation function. Creating a Job Set from this function will create
one Job Set for all the displayed Order Releases.
7.3
Job Set Structure
A Job Set can vary from a simple one/multiple Jobs to fulfill one Order Item Release, to a more complex
Job Set which included one/multiple Jobs that are fulfilling multiple Order Item Releases.
When the Job Set includes consecutive Jobs that are performed in different warehouses, the Job Set
function automatically creates a Shipping Activity to transfer the material from one warehouse to
another.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 46 of 99
STRATIX
When the Job Set is created to fulfill a Sales/Blanket Order Item Release, the Job Set function creates a
Shipping Activity to ship the produced material to the customer.
Refer to the Order Fulfillment Business Cases Appendix for Job Set Examples.
7.4
Planned Orders
The Planned Orders represent the Order Item Releases that are fulfilled by the Job Set. A minimum of
one Order Item Release must be planned on the Job Set. Multiple Releases can be planned on one Job
Set as long as they share the same attributes defined on the Job Set level.
The Job Set Planned Orders have the following attributes:

Planned Pieces, Measure and Weight

Shipping Warehouse

Release Routing (up to 20 steps)
7.5
Job Requirements
The Job Requirements represent what is expected to be produced from each Job to fulfill the Job Set
requirements.
For each Job, the Production Requirement can be one/many of the following:

A Sales Order Item Release

Another Job in the Job Set.
7.6
Ad-Hoc Jobs
Ad-hoc Jobs are manually created to perform additional processes that were not originally planned in
the routing. They are typically created at production recording or inspection time when the produced
material specifications do not meet the Order requirements.
7.6.1
Example
Assume that the following Job Set is created to produce 100 Coils
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 47 of 99
STRATIX
Hot Mill
Whs = B
Pickling
Whs = B
Annealing
Whs = B

The 100 coils are produced from the Hot Mill

10 coils must be Cleaned before the Pickling process
Hot Mill
Whs = B
Pickling
Whs = B
Ready to Ship SO-1-1
Annealing
Whs = B
Ready to Ship SO-1-1
Cleanning
Whs = B
7.7
Alternate Jobs
Alternate Jobs are manually created to perform a single pre-planned process (a process that is already
defined in the Job Set) at a different Warehouse/PWC, which might be required to address special
situations such as equipment problems or capacity limitations. An Alternate job can be created at any
time, during the course of the normal processing.
7.7.1
Example
Assume that the following Job Set is created to produce 100 Coils
Hot Mill
Whs = B
Pickling
Whs = B
Annealing
Whs = B
Ready to Ship SO-1-1

50 Coils are produced from the Hot Mill Job

Due to capacity limitation, only 20 Coils can be Pickled in Warehouse B

An Alternate Job is created in Warehouse C to Pickle the remaining 30 coils.
Hot Mill
Whs = B
Pickling
Whs = B
Annealing
Whs = B
Ready to Ship SO-1-1
Pickling
Whs = C
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 48 of 99
STRATIX
7.8
Processing Plan
The Processing Plan represents the intended Consumed Product Item (Planned Consumption) and
intended Produced Product Items (Planned Production).
One or multiple Processing Plan(s) are automatically created for a Job given certain criteria.

If the job is for a non-transformation process class, and the Consumption item can be determined,
or

if the process class is ‘Sawing’, there is a single Order Release on the Job, and there are
reservations for this Job Set.
If the Processing Plan cannot be automatically created, then the Job Set as well as the Jobs are set on
System Hold. The Planner must review the Job(s) and complete the Processing Plan before any
production function (document printing/production recording) can take place for the Job Set.
Once the Processing Plan is entered, the user can select the ‘Job Set Completion’ function which
automatically creates the Processing Plans for the previous jobs.
7.8.1
Major Features Provided

The Processing Plan is created without any inventory reservation.

Ability to change the Job Activity Warehouse without undoing the Processing Plan.

Creation of Planned Drop Product Items.

Speeds up the Production Recording step as the operator can just record the production time and
confirm that the production was done.

For Order Items created using a CPS, the CPS routing information is used to partially automate the
creation of Processing Plans.
7.8.2
Sawing Layout
The Sawing Layout identifies how to cut a single piece of a specified Length (consumption length).
Sawing Layouts are only entered for a Job with a Process Class Saw.
The Sawing Layout attributes are:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 49 of 99
STRATIX

Number of Pieces

Length

Trim Cut

Kerf

End Cut

Produced Length and number of Pieces for each produced Length
Once the Sawing Layout is entered, the Processing Plan is automatically created based on the Produced
Lengths and each produced length is assigned to the matching Order Item Release. If the produced
length does not match the requirements (planned Order Item Releases), then the Planner must either
manually assign the planned production or adjust the Layout and re-generate the Planned production.
The following diagram illustrates the Job Set, Jobs, Processing Plan and Layout relationship.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 50 of 99
STRATIX
Job Set 1




Job 1
Warehouse
PWC
Scheduled Date
Instructions
Sawing
Job 2




Warehouse
PWC
Scheduled Date
Instructions




Job 3
Bevelling
Warehouse
PWC
Scheduled Date
Instructions
Cus Ship Activity
SO-100-1-1
Drilling
Layout 1
Cus Ship Activity
100-2-1
2 X (20M into 4 X 5M)
Consume 2 X
20M
Processing Plan 1
Processing Plan 1
Consume 4 X 5M
Consume 4 X 5M
Produce 4 X 5M
(For Job 2)
Layout 2
Produce 4 X 5M
(for Job 3)
Produce 4 X 5M
(for SO-100-1-1)
3 X (18M into 9 X 6M)
Processing Plan 2
Processing Plan 2
Consume 9 X 6M
Consume 9 X 6M
Consume 1 X
18M
Produce 3 X 6M
(For Job 2)
Produce 9 X 6M
(for Job 3)
Produce 9 X 6M
(for SO-100-2-1)
Doc # 6935
7.8.3
Burning Layout
The Burning Layout identifies how a single plate will be burned based on the Consumption Plate and
the Job Requirements. Up to 50 Job Requirements can be added to one Layout.
Once the Burning Layout creation is completed, the Processing Plan is automatically created. If more
Pieces are produced, then they are assigned to Stock. The Planner can manually re-assign them to the
next Job if more processing is required before stocking the items.
7.8.4
Slitting Layout
The Slitting Layout identifies how to slit a Coil (specific Consumption Width). Slitting Layouts are only
entered for the Job with a Process Class = SL–Slitting.
The Slitting Layout attributes are:

The Consumed Tags (if the Layout is based on reserved material).
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 51 of 99
STRATIX

Else, the Consumption information must be specified (Width, Gauge, OD…)

The knife position where the Coil must start.

The number of Stops and Production Target information for the Produced coils.
Once the Slitting Layout is entered, the Processing Plan is automatically created based on the Produced
Coils that are assigned to the Order Item Release or Stock. Please refer to the Slitting section in the
‘Flat Roll Production’ documentation for details.
7.8.5
Cut-to-Length Layout
The Cut-to-Length Layout identifies how to cut a Coil (specific Consumption Width) into Sheets having
the same Width. Cut-to-Length Layouts are only entered for the Job with a Process Class = CL ‘Cut-toLength’.
The Cut-to-Length Layout attributes are:

The Consumption information must be specified (Width, Gauge…)

The Production Target information for the Produced Sheets.
Once the Cut-to-Length Layout is entered, the Processing Plan is automatically created based on the
Produced Sheets that are assigned to the Order Item Release or Stock.
7.8.6
Multi-Strand Blanking Layout
The Multi-Strand Blanking Layout identifies how to cut a Coil (specific Consumption Width) into Sheets
with different Width and Lengths. Multi-Strand Blanking Layouts are only entered for the Job with a
Process Class = MB ‘Multi-Strand Blanking’.
The Multi-Strand Blanking layout combines the Slitting and Cut-to-Length in a single operation (All Slit
material must be the same length).
Once the Multi-Strand Blanking Layout is entered, the Processing Plan is automatically created based
on the Produced Sheets that are assigned to the Order Item Release or Stock.
7.8.7
‘Cut Down’ or Shearing Layout
The ‘Cut Down’ (or ‘Shearing’) Process performs the following Transformation on a single Layout:

Consumes a Composite Panel or Sheet (of a specific Width and Length)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 52 of 99
STRATIX

Produces multiple Composite Panels or Sheets (of the same Width, but smaller Lengths)
One or more Processing Plans must be manually created within the Job to accommodate consuming
different lengths. E.g.:

Processing Plan 1: Consume 2 Pcs of 6M to produce 4 Pcs of 3M

Processing Plan 2: Consume 1 Pcs of 3M to produce 1 Pcs of 2M and 1 Pcs of 1M

Processing Plan 3: Consume 2 Pcs of 3M to produce 4 Pcs of 1.5M
7.8.8
Single Strand Layout
The Single Strand Process performs the following:


Consumes coils that are welded together to provide a continuous feed, to produce pancake or
oscillate-wound coils.
The consumed coils can be edge-trimmed and/or edge-conditioned, during the process.
7.8.9
Multi-Strand Layout
The Multi-Strand Process performs the following:



Consumes coils that are welded together to provide a continuous feed.
The feed is Slit to produce pancake or oscillate-wound coils.
The consumed coils can be edge-trimmed and/or edge-conditioned, during the process.
The sequence of events during Multi-Strand production is as follows:





7.9
Each consumed coil is slit and re-wound via oscillate winding onto multiple spools.
Each produced strand is oscillate-wound on an independent spool.
When the first consumed coil is almost completely through the slitter, a second coil is welded to it
so that the slitting and oscillate winding process can continue.
In the end, each spool may contain the output of multiple coils.
Once the spools are full/reached the required Target, they are moved and brought to a scale to be
weighed.
Job Scheduling
The Job Scheduling Application allows the Production Planner to review the Inventory Processing Jobs
that need to be scheduled and to organize them into a schedule.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Page 53 of 99
The scheduling function is performed on a regular basis and typically covers a short-term duration,
such as 12 hours, 24 hours and up to 3 days.
The Planner starts out with a list of Jobs which have been created and which need to be scheduled.
These are organized in the ‘Unscheduled browse’ in their natural sequence, which is
PWG/PWC/Date/Route/Customer.
Based on the information presented the Planner is allowed to review the Jobs and organize them in the
most efficient order. A variety of factors are taken into account by the Planner when doing this review,
such as:

Meeting customer promised delivery dates

Capacity of the PWC

Most appropriate PWC

Availability of material
The Planner selects the jobs from the unscheduled browse and moves them to the ‘Working Schedule’
where they can be sorted and organized as required. Once the sequencing is finalized, the Working
Schedule can be either appended at the end of the Schedule or inserted before a previously scheduled
job.
Once created, the Production schedule is ‘locked’ and can be presented to the Production operators to
conduct their processing activities. This sequence of the scheduled jobs can only be revised by the
Production Planner and is not disturbed by any other changes from the system.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 54 of 99
STRATIX
Job Scheduling
STRATIX Order Fulfillment
Browse
Job
Job
Job
Job
Job
Job
Job
Job
Job
Job
Job
Job
Sequence
Production
Pick
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Work
Order
Invera
The Metal Information Technology Company
8. PRODUCTION RECORDING
The Production Recording function is used to record the processing of material from a Production Job.
Jobs are created and scheduled ahead of time by the Production Planner.
The Production Recorder accesses the Job from the PWC Lineup and records the production by
applying the Processing Plans to the Consumption Items.
The production recording process depends on the type of job being performed. E.g., in some cases, the
operator must specify the consumed and produced product Items, while in other cases, such as Picking,
it is sufficient to specify that the job is done.
The operator specifies the consumed product and selects the applicable Processing Plan. The produced
items are then automatically generated based on the Consumption Dimensions and the drop (if any)
adjusted accordingly.
8.1
Production Recording Features

Ability to divide the Update function into Shop and Office tasks, to ensure that the recording errors
(i.e. incorrect weight, incorrect tag entered…) are caught prior to the office update of the Jobs. The
‘Access Office Recording’ option is used to review the Jobs updated by the Shop operators.

Packaging specifications entered at Order entry time are automatically applied when producing
finished products.

Produced Items are automatically linked to Quality Data Sets when a Step is updated. The links are
established based on the type of processing and the type of Produced Item (WIP, Finished, Drop
etc.). Please see the Product Quality and Certification document for details.

Produced Items are automatically linked to Lifts if the Target Order Item has Planned Lift or specific
Skid information. Production Items can be assigned to new Lifts or moved from a lift to another
from within the Production Recording function.

For in-house Jobs, the Processing Costs are computed for each Job Step using the default PWC Cost
rates.

For outside processing jobs, the Sales Order Item external cost is defaulted.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 56 of 99
STRATIX

Processing Costs are divided up and stored on the WIP and Finished Production Items when the Job
Step is updated. For more details please see the Value Added Costing document.

Time can be recorded against a Job (for Picking) or a Step (for General Production) so that time
based Costs can be computed.

Entry of Heat Reference, Stamping information as well as Label printing is also supported from
within each Production Job.

All Production Jobs generate inventory transactions to record the changes to the inventory and to
journalize the activity.
8.2
Ready-to-Ship Material
After completing all the Processing steps identified in the Job Set Process Routing, the following
verifications are performed to ensure that the produced Product Items are Ready-to-Ship:

Form, Grade, Size, Finish, Extended Finishes, Dimensions (within the allowed tolerances) match the
sold product

Order Item Test Certificates match the Product Item Test Cert (Future Implementation).
If the verification is successful, then the produced Product Items are reserved to the Customer
Shipment Activity and can be shipped to the customer.
If the verification is not successful, then the produced Product Item is classified as ‘Not Ready-to-Ship’
and remains on the Job Set until one of the following actions are taken:

Manually classified as Ready-to-Ship. This is the case where a higher Grade is shipped to the
customer due to a shortage of the sold Grade.

Manually delete the Job Set reservation and therefore capitalize the Add-on-Cost and the produced
material becomes available inventory. The planner will have to assign new material to be
processed to replace the rejected material.

Manually assign the produced material to an Ad-hoc job to be re-processed before shipping.
8.3
Process History
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 57 of 99
STRATIX
All tagged material will maintain perpetual process history. Non-tagged material loses the process
history as soon as the material is shipped.
8.4
Next Process
The Next Process is an important piece of information that is attached to all the ‘applied’ material at
the Order Item Release or the Job Set. The Next Process (NP) is first attached to the ‘applied’ material
after it goes through the first process. It is normally decided upon by the system, based on the process
routing. However an operator can re-route material to a specific process manually (to another process
within the process routing). Once that process is completed, the material will be reassigned to follow
its original routing. This logic is based on the following parameters:

Order routing

Process history of material

Next process of material
8.5
Production and Reservation Interface
The Job Set reservations can be logically grouped as follows:

Prime Inventory

Work-in-Process

Fully Produced (but not ready-to-ship)
8.5.1
Prime Inventory Job Set Reservations
This group of reservation represents the inventory to be consumed by the first Job on the Job Set then
processed through all the applicable Jobs to produce the final Product Item(s).
The Prime Inventory Job Set Reservation is created as follows:

All the reservations that are added on the Order Item Release are automatically moved to the Job
Set when it is created.

Reservation can be manually added to the Job Set using the Reservation function.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 58 of 99
STRATIX
If partial planning is created, then the user will manually reduce the reservation quantity from the Job
Set and the reservation balance will return back to the Order Item Release for future planning.
When the OIR reservation is substituted by another reservation on the Job Set, the planner must
manually Delete the reservation that will not be used to avoid over-reserving the inventory.
Example:

SO-1-1-1 is for 10 Pcs of 4M bar with a reservation of 10 Pcs of 6M

SO-2-1-1 is for 10 Pcs of 5M bar with a reservation of 10 Pcs of 6M

If one Job Set is created for both OIRs, then both OIR reservations are moved to the Job Set as 20
Pcs of 6M.

If a reservation for 10 Pcs of 10M is created on the Job Set, then the planner must manually delete
the reservation for 6M.
8.5.2
Work-in-Process Job Set Reservations
This group of reservation represents the inventory that was already processed on one/multiple jobs
and must still be processed on subsequent jobs.
The Work-in-Process Job Set Reservation is created as follows:

Production Recording of any Job with the exception of the Last Job on the Job Set

Transfer Update that is followed by a Job.

Manually adding a Reservation from Stock Available and specifying the Next Process.

8.5.3
In this case, the Product Item will automatically become an ‘Applied-to’ the selected Job.
Fully Produced Job Set Reservations
This group of reservation represents the inventory that was produced from the last Job of the Job Set
but did not pass the Ready-to-Ship evaluation. The inventory is reserved to the Job Set until it is
verified and a decision is made to either re-process the material (create an ad-hoc job) or reject it.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 59 of 99
Invera
The Metal Information Technology Company
9. BACK ORDERS
STRATIX maintains a perpetual back order system whereby order releases with partial shipments are
retained and displayed on the Production Planning browse showing the balance of the order quantity
remaining. These eliminate the need to enter new orders or releases to process and or ship the
balance to the customer. Instead, a new Job Set can be created to fulfill the balance of the Release.
After every shipment, STRATIX automatically checks to determine if the balance-to-ship is within the
Order Item quantity tolerances. If the order balance is within the customer’s designated over or under
shipment tolerance, the Release is automatically closed.
Where the balance quantity exceeds the variance, a Backorder exists and the order remains active.
New jobs and shipments can then be planned and created for these balances.
9.1
Backorder Review Function
The Backorder Review provides the salespeople the ability to follow-up on partially shipped Order
Releases that will not be closed by the ‘End of Day’ Order Closing utility due to the remaining balance.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 61 of 99
Invera
The Metal Information Technology Company
10. TRANSPORT PLANNING AND SCHEDULING
All transport related activity is encapsulated in a ‘Transport’, which represents transport vehicles such
as trucks, rail cars, barges. These may be company vehicles, customer vehicles or common carriers.
The Transport identifies the coordinating Warehouse, the originating point, the type of transport, the
driver(s) the assigned Route and the due date for departure or arrival. It may also be assigned
reference information such as vehicle capacity, route color etc.
Each Transport has a Transport Route to which it is assigned. The Transport includes a series of Stops
at which the vehicle will pick up, or drop off, orders and order items. The Stops can be sequenced
within the Transport so that the most efficient routing can be achieved. Stops can be added, changed
or deleted to accommodate last minute order additions or changes.
10.1
Shipment Planning Functions
The Shipment Planning functions create Transports for outbound Transfers and Shipments.
A Transport may include any combination of transfer or customer shipment activities that are for Order
Item Releases going to the same or different destinations (Stops). The orders that are on each Stop can
be delivered to any Stop or picked up at any Stop and delivered to a subsequent Stop.
Example:
Transport 1 originates from the Philadelphia Warehouse
Stop 1 is an Outside Processor
Order 1 is an outside processing Job for Acme Fab
Order 2 is an outside processing Job for Metals Corp
Order 3 is an order to be picked up for delivery to Lowry Metals
Stop 2 is for a Customer – Lowry Metals
Order 3 is to be delivered
Order 4 is to be delivered
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 63 of 99
STRATIX
Stop 3 is for a Customer – Metals Corp
Order 5 is to be delivered
As each Shipment activity is added to a Transport, a Shipment Item is generated for the Transport, Stop
and Order Item Release combination. The Shipment Item references the customer or destination
warehouse, and the planned quantity for the shipment. Any reservations that are assigned to the
shipment activity are automatically moved to the Shipment Item so the loading and shipping
documents can be printed for the item.
If there is an existing Transport for the same Date, Route and Delivery Method, the Transport Planning
will automatically assign the new Shipment activity to the existing Transport.
10.1.1.1 _ Shipment Planning
Shipment Planning is performed using the Shipment Planning Browse. This function provides an on-line
view of Shipment activities with the ability to select one or more activities and create a new Transport
or add an activity to an existing Transport.
A number of criteria may be used in selecting or combining shipment activities on a given Transport.
These include:

Route or Zone

Customer

Delivery Method

Sales Order
A facility is provided to combine a number of shipment activities on a Transport.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 64 of 99
STRATIX
Shipment Planning
Browse
Shipment
Transfer
Shipment
Transfer
Shipment
Shipment
Shipment
Shipment
Shipment
Shipment
Stock
Transfer
Shipment
Sequence
Day 1
Day 2
Load
List
Complete Transport
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Day 3
Packing
Slip
Manifest
Invera
The Metal Information Technology Company
11. INVOICING
In STRATIX, the Invoice is generated automatically for customer shipments. Credit Notes or Price or Tax
Adjustments to previously issued invoices can be entered as required.
Once an Invoice Entry is created, it can be reviewed on-line to make any Price or Alloy Surcharge
adjustments or an on-line Invoice Edit can be printed to review the Invoice Charges before the user
proceeds with the Invoice Update. Any additional Charges or Costs incurred can also be entered at this
time.
The Invoice Update posts the Invoice entry to the Sales and Cost Journal. Once the Invoice is updated,
an Invoice document is generated and mailed to the Customer.
Invoices for COD, Counter Sales and Export Sales can be automatically updated and printed when the
Customer Shipment is updated.
Invoicing
STRATIX Order Fulfillment
Update Shipment
Invoice Entry
Generated
inv
Edit
Invoice Entry
Update Invoice
invoice
Sales and
Cost Journal
Adjust Invoice Entry
11.1
Invoice Generation
An Invoice entry can be created either automatically by the Invoice Generation function or manually
through the Invoice Entry function. In order to differentiate the invoice types, different Reference
Prefixes are assigned based on the invoice source. The Invoice Entry function enables the invoice to be
reviewed prior to the final update. If required, selected changes can be made prior to the update. In
addition, an invoice entry can be placed on hold to temporarily suspend the invoice from being created
until approved.
11.1.1
Customer Credit Exposure
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 66 of 99
STRATIX
The Invoice Entry value is included in the Customer Exposure until the invoice is updated. Once the
Invoice is updated, the Invoice Entry amount is replaced as an open item and therefore included in the
customer exposure until the customer pays the invoice.
11.2
Manual Generation
The manual Invoice Entry function provides the ability to manually create Invoice entries to adjust
Invoices previously sent to the Customer. The following two Invoice entries can be created through the
Invoice entry function:
11.2.1
Sales Invoices
Adjustment Sales Invoices are used to adjust a previously invoiced shipment Invoice. Miscellaneous
Invoices are used to invoice the Customer for miscellaneous services.
11.2.2
Debit Notes
Debit Notes are used to increase material or miscellaneous charges on a previously generated invoice.
These would be used for cases such as price adjustments or adding taxes that should have been
included on the invoice.
11.2.3
Credit Notes
Credit Notes are used to credit the customer for material returns or for miscellaneous charges or taxes
on a previously generated invoice.
11.3
Invoice Update
Invoice Update is an on-line update function that finalizes the selected open Invoice Entries. Invoice
Entries with a hold status cannot be updated.
The Invoice Update function creates the Customer Invoice and the Sales Journals. Once the Invoice is
updated, the Invoice Document can be printed and sent to the customer.
11.3.1
Invoice Numbering
At Invoice Update time, the Invoice Reference number is assigned and formatted based on the
Company Invoice generation Options. It includes reference information as well as a unique number
that is assigned based on the company requirement.
Numbering options are by:

Company

Sales Division
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 67 of 99
STRATIX

Branch and Reference Prefix

Invoice Type
11.4
Invoice Printing
The Invoice Printing function is initiated from the Invoice Entry. It is used to print either the Invoice
Edit or the final Invoice.
11.4.1
Invoice Edit
The Invoice Edit is generated when the Invoice printing function is called for open Invoice Entries. It is
an internal document used to verify all the information on an Invoice Entry prior to Invoice Update.
11.4.2
Invoice Form
The Invoice is generated when the Invoice Printing function is called for updated Invoice Entries. It is
used for billing the customers.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 68 of 99
STRATIX
11.5
Customer Returns
Customer Returns are initiated by the authorized personal by creating a Customer return Receipt using
the Customer account shipped Product and the Quantity to be returned.
The Customer Return Receipt initiates the pickup of the material from the customer warehouse. The
Material is returned to inventory based on the Cost entered at receiving time. The user has the option
to either only enter the average material cost, or to include the add-on processing costs that were
applied to the inventory prior to shipment.
To reimburse the Customer for the returned material, a Customer return Credit Note is automatically
created when the Customer return receipt is updated. The Credit Note is created using the using the
original Invoice Product, Charge and Cost rates and the Returned Quantity. Charges may be adjusted
to compensate for restocking charges or the transport costs.
Once the Credit Note is updated, the Sales Analysis tables are updated to reduce the sold quantity
based on the returned quantity.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 69 of 99
Invera
The Metal Information Technology Company
12. AUTOMATIC ORDER CLOSING
The Automatic Order Closing function is an End of Day utility used to close Orders, Items and Releases
that have been fully shipped.
The End of Day Utility verifies if the Order can be closed and proceeds to close the Order when all
closing conditions are met.
12.1
Closing Releases
The Releases that have been shipped are verified and those matching the following conditions are
closed using the Reason defined by the Default Transaction Completion Reason Execution option:

The Release Balance Quantity is within the % Undership values of the Order Item,

The Release has no Applied Reservations, and

The Release’s Shipping Activity, if it exists, is completed and the shipment is invoiced.
12.2
Closing Items
If the Release being closed is the last open Release for the Item, the following verifications are
performed to determine if the Order Item can be closed:

For Blanket Orders, the Item’s Ordered Quantity must be equal to or greater than the Item’s Blanket
Quantity.

The Item Value is less than or equal to the Minimum Order Item Value defined by the Minimum Order
Item Value Remaining Execution option.

The Percentage of Item Value Remaining [(Item Value / Original Item Value) * 100] is less than or equal
to the Percentage defined by the Percentage of Order Item Value Remaining Execution option.
The Item is closed using the Default Transaction Completion Reason Execution option. In addition, the
following steps are performed:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 71 of 99
STRATIX

The Sales History Index record for the Order Item is deleted, if it exists.

The Order’s global computation function is triggered to re-compute the Order’s values
12.3
Closing Orders
For each open Sales Order, the following is performed:

If all the Items are closed, the parent Order is closed using the Reason defined by the Default
Transaction Completion Reason Execution option.

The Order is not closed if no items were entered for the Order.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
13. APPENDIX – ORDER FULFILLMENT BUSINESS CASES
The Order Fulfillment cycle can vary from a simple one step routing such as the ship as-is items to
multiple routing steps items.
Each process step is fulfilled on one Production Job. Each Job can be created to fulfill a step for one/
many Order Item Releases or for stock.
When multiple steps are required to fulfill the Item Release or Stock, multiple jobs are linked to create
a ‘Job Set’.
The following diagrams illustrate the different business cases supported by STRATIX. Note that the
Processes mentioned in the diagrams are strictly used as examples and can be replaced with any other
process.
13.1
One or Multiple Jobs Performed to Fulfill One Order Item
13.1.1
Ship As-Is

The material is picked from the source warehouse and shipped to the customer
Ready to Ship SO-1-1
Picking
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

IP-1 (Pick)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters (SO-1-1)
13.1.2
One Production Job

The material is picked from the source warehouse.

Production is recorded
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 73 of 99
STRATIX

The material is ready to be shipped.
Pick
Ready to Ship SO-1-1
Saw
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters

IP-1 (Pick)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters (IP-2)

IP-2 (Saw)


Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (SO-1-1)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters
SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters
13.1.3
Multiple Production Jobs

The material is picked from the source warehouse.

The output from the first process feeds the next process. The material is Ready-to-Ship once all the
Processes in the Routing are performed.
Pick
Saw
Bevel
Ready to Ship SO-1-1
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters

IP-1 (Pick)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters (IP-2)

IP-2 (Saw)


Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (IP-3)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters
IP-3 (Bevel)

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (SO-1-1)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 74 of 99
STRATIX

SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters
13.2
One or Multiple Jobs Performed to Fulfill Multiple Order Items
13.2.1
One production Job – Grouped OIRs

One Production Job is created to produce for multiple Sales Order Item Releases

The material is picked from the source warehouse. Based on the Exception Warehouse based
enterprise parameters, the Pick job is not required for the Saw.

Production is recorded

The material is ready to be shipped.
Ready to Ship SO-1-1
Sawing
Ready to Ship SO-2-1
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters

SO-2-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters

IP-1 (Saw)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters (SO-1-1)

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters (SO-2-1)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 1 meters

SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters

SH-2 (SO-2-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters
13.2.2
Multiple Production Jobs – One Job with Grouped OIRs

One Production Job is created to produce Work-in-Process to feed other jobs.

The material is picked from the source warehouse.

Production is recorded for the first step and the Work-in-Process is sent to the applicable
process steps.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 75 of 99
STRATIX

Once all the routing steps are completed for each Release, the material is ready to be shipped.
Burning
Grinding
Drilling
Ready to Ship SO-1-1
Drilling
Bevelling
Ready to Ship SO-2-1
Example:

SO-1-1
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter

SO-2-1
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter

IP-1 (Pick)
1 Pcs - Carbon Plates, 20 mm X 2000mm X 6000mm (IP-2)

IP-2 (Burn):


Consume
1 Pcs - Carbon Plates, 20 mm X 2000mm X 6000mm

Produce
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (IP-3)

Produce
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (IP-5)

Return to Stk
1 Pcs - Carbon Plates, 20 mm X 2000mm X 3000mm
IP-3(Grind):


Produce
IP-4(Drill)

Produce

SH-1 (SO-1-1)

IP-5(Drill)


Produce
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (SO-1-1)
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (IP-6)
IP-6(Beveling)


1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (IP-4)
Produce
SH-2 (SO-2-1)
13.2.3
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter (SO-1-1)
1 Circle - Carbon Plates, 20 mm X 1500mm Diameter
Multiple Production Jobs – Common Work-in-Process
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 76 of 99
STRATIX

One Production Job is created to produce a Ready-to-Ship for one Order Item Release and a Workin-Process to feed another Job that will fulfill multiple Item Releases.

The material is picked from the source warehouse.

Production is recorded for the first step:


Ready-to-Ship material is shipped to the Customer

The Work-in-Process is sent to the next routing step.
Once all the step is completed, the material is ready to be shipped for the customers
Slit
Leveling
Ready to Ship SO-2-1
Ready to Ship SO-3-1
Ready to Ship SO-1-1
Ready to Ship SO-4-1
Example:

SO-1-1
2400 KGS
Cold Rolled Coil, Gauge 0.41mm, CQ, 200mm

SO-2-1
25Pcs
Cold Rolled Sheets, Gauge 0.41mm, CQ, 1000mm X 1500mm

SO-3-1
25Pcs
Cold Rolled Sheets, Gauge 0.41mm, CQ, 1000mm X 1750mm

SO-4-1
25Pcs
Cold Rolled Sheets, Gauge 0.41mm, CQ, 1000mm X 2000mm

IP-1(Pick) Tag A 15000 KGS - Cold Rolled Coil, Gauge 0.41mm, CQ, 1250mm (IP-2)

IP-2(Slit)

Consume Tag A

Produce Tag AA 2400 KGS - Cold Rolled Coil, Gauge 0.41mm, CQ, 200mm (SO-1-1)

Produce Tag AB 12000 KGS - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm (IP-3)

SH-1(SO-1-1) Tag AA

IP-3(Level)

Consume Tag AB

Produce Tag ABA - 25 Pcs - Cold Rolled Sheets, 1000mm X 1500mm (SO-2-1)

Produce Tag ABB - 25 Pcs - Cold Rolled Sheets, 1000mm X 1750mm (SO-3-1)

Produce Tag ABC - 25 Pcs - Cold Rolled Sheets, 1000mm X 2000mm (SO-4-1)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 77 of 99
STRATIX

SH-2(SO-2-1) Tag ABA

SH-3(SO-3-1) Tag ABB

SH-4(SO-4-1) Tag ABC
13.2.4
Multiple Production Jobs – Grouped Route

Multiple Production Jobs are created to produce a Ready-to-Ship for multiple Sales Order Item
Releases.

The material is picked from the source warehouse

Production is recorded for the first step:


The Work-in-Process is sent to the next routing step.
Once all the steps are completed, the material is ready to be shipped.
Pickling
Annealing
Sliting
Ready to Ship SO-1-1
Ready to Ship SO-2-1
Ready to Ship SO-3-1
Ready to Ship SO-4-1
Example:

SO-1-1
3000Kgs
Cold Rolled Coil, Gauge 0.41mm, CQ, PA, 300mm

SO-2-1
3000Kgs
Cold Rolled Coil, Gauge 0.41mm, CQ, PA, 300mm

SO-3-1
3000Kgs
Cold Rolled Coil, Gauge 0.41mm, CQ, PA, 300mm

SO-4-1
3000Kgs
Cold Rolled Coil, Gauge 0.41mm, CQ, PA, 300mm

IP-1(Pick)Tag A 12000 KGS -Cold Rolled Coil, Gauge 0.41mm, CQ, 1250mm (IP-2)

IP-2(Pickling)



Consume Tag A

Produce Tag AA
Cold Rolled Coil, Gauge 0.41mm, CQ, P, 1250mm (IP-3)
IP-3(Annealing)

Consume Tag AA

Produce Tag AB
Cold Rolled Coil, Gauge 0.41mm, CQ, PA, 1250mm (IP-4)
IP-4(Slit)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 78 of 99
STRATIX

Consume Tag AB

Produce Tag ABA - 3000 KGS - Cold Rolled Coil, PA, 300mm (SO-1-1)

Produce Tag ABB - 3000 KGS - Cold Rolled Coil, PA, 300mm (SO-2-1)

Produce Tag ABC - 3000 KGS - Cold Rolled Coil, PA, 300mm (SO-3-1)

Produce Tag ABD - 3000 KGS - Cold Rolled Coil, PA, 300mm (SO-4-1)

SH-1(SO-1-1) Tag ABA

SH-2(SO-2-1) Tag ABB

SH-3(SO-3-1) Tag ABC

SH-4(SO-4-1) Tag ABD
13.2.5
Combining Multiple Processes on one Job
Multiple Processes can be combined on one Job as long as they can be performed on the same
Processing Work Center.
Ready to Ship SO-1-1
Sawing
Ready to Ship SO-2-1
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters (Miter Cut)

SO-2-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters (Straight Cut)

IP-1 (Pick)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters (IP-2)

IP-2 (Saw)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters (SO-1-1)

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters (SO-2-1)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 1 meters

SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3 meters

SH-2 (SO-2-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 79 of 99
STRATIX
13.3
Multiple Jobs – Floating Sequence

Multiple Production Jobs are created to produce a Ready-to-Ship for one Order item Release.

The material is picked from the source warehouse.

Production is recorded for the first step.

Any of the subsequent steps can start without changing the routing steps.

Once all the steps are completed, the material is ready to be shipped.
13.3.1
Flow-Through Jobs

Production is recorded for the first step.

Any of the subsequent steps can start without changing the routing steps.


Product Items produced from the first step can be re-routed to any subsequent step.
Once all the steps are completed, the material is ready to be shipped.
Burning
Inspection
Grinding
Drill
All Processes are
completed
Ready to Ship SO-1-1
Example:

SO-1-1
1 Circle - Carbon Plates, 20mm X 1500mm Diameter, + 2 Straight Holes

IP-1 (Pick)
1 Pcs
- Carbon Plates, 20mm X 2000mm X 6000mm (IP-2)

IP-2 (Burn):
- Carbon Plates, 20mm X 2000mm X 6000mm


Consume
1 Pcs

Produce
1 Circle - Carbon Plates, 20mm X 1500mm Diameter(IP-3)

Drop
1 Pcs
IP-4 (Grind): (Circle re-routed to Grind)


- Carbon Plates, 20mm X 2000mm X 4500mm
Produce
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (IP-3)
IP-5 (Drill): (Circle re-routed to Drill)

Produce
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (IP-3)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 80 of 99
STRATIX

IP-3(Inspection)


Produce
SH-1 (SO-1-1)
13.3.2
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (SO-1-1)
1 Circle - Carbon Plates, 20mm X 1500mm Diameter
Transformation Jobs

The second job can be recorded before the first job

The material produced from the second job is re-directed to the first job

Once both jobs are recorded, the material is ready to ship
Shot Blast
Saw
Ready to Ship SO-1-1
Ready to Ship SO-2-1

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 3.5 meters

SO-2-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 4 meters

IP-1(Pick)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 9 meters
Case 1: the Sawing is performed first


IP-2 (Saw)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 9 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3.5 meters (IP-3)

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (IP-3)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2.5 meters
IP-3 (Shotblast)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 3.5 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 3.5 meters (SO-1-1)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 4 meters (SO-2-1)

SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 3.5 meters

SH-1 (SO-2-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 4 meters
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 81 of 99
STRATIX
Case 2: The Shot Blast is performed first


IP-3 (Shotblast)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 9 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 9 meters (IP-2)
IP-2 (Saw)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 9 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 3.5 meters (SO-1-1)

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 4 meters (SO-2-1)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 2.5 meters

SH-1 (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 3.5 meters

SH-1 (SO-2-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, A, 4 meters
13.4
Multiple Routes to Fulfill One Sales Order

Multiple parallel routes are created to produce a Work-in-Process for one Order item Release.

Each parallel route may include one or multiple steps.

The material is picked from the source warehouse for the first step on each Route

Once all the steps are completed on the parallel routes, the combined final route can start

When final routing steps are completed, the material is ready to be shipped.
Burning
Grinding
Drilling
Assembly
Sawing
Paint
Ready to Ship SO-1-1
Grinding
Example:

SO-1-1
1 Painted Table - Carbon Plates, 10 mm X 2000mm X 2000mm

IP-1 (Pick)
1 Pcs - Carbon Plates, 10 mm X 2000mm X 2000mm
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 82 of 99
STRATIX


IP-2 (Burn):

Consume
1 Pcs - Carbon Plates, 10 mm X 2000mm X 2000mm

Produce
1 Circle - Carbon Plates, 10 mm X 2000mm Diameter (IP-4)
IP-3(Grind):



Produce
1 Circle - Carbon Plates, 10 mm X 2000mm Diameter (IP-7)
IP-5 (Saw): (assuming the Pick is NOT required for the Saw)

Consume
4 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 1 meter

Produce
4 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 750 mm (IP-6)

Return to Stk
4 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 250 mm
IP-6 (Grind):


1 Circle - Carbon Plates, 10 mm X 2000mm Diameter (IP-4)
IP-4(Drill)


Produce
Produce
4 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 750 mm (IP-7)
IP-7 (Assembly)

Consume
1 Circle - Carbon Plates, 10 mm X 2000mm Diameter
4 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 750 mm


1 Round Table 2000mm Diameter (IP-8)
IP-8 (Paint)


Produce
Produce
SH-1 (SO-1-1)
1 Round Table 2000mm Diameter (SO-1-1)
1 Round Table 2000mm Diameter (SO-1-1)
13.5
Special Cases
13.5.1
Material Re-Work – Ad-Hoc Jobs
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 83 of 99
STRATIX

One or multiple produced Product Items from a Job are not as expected and therefore cannot be
consumed on the following job.

At Production recording, the user flags those Product Items as ‘HOLD’

The inspector reviews the Held Product Items and either:

Rejects the produced material (become free inventory and cost is capitalized)

Creates one/multiple Ad-Hoc Jobs to re-work the material before continuing the original
Routing.
Hot Roll
Tempering
Ready to Ship SO-1-1
Clean
Example:

SO-1-1

IP-1 (Pick) Tag A 16000 KGS - Hot Rolled Coil, Gauge 1.00mm, CQ, 1000mm

IP-2 (Hot Roll)


Consume Tag A

Produce Tag AA - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm (Hold)
IP-4 (Clean)



15000Kgs - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm
Produce Tag AAA - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm (IP-3)
IP-3(Temp)

Consume Tag AAA

Produce Tag AAAA - Cold Rolled Coil, Gauge 0.41, CQ, T, 1000mm (SO-1-1)
SH-1(SO-1-1) Tag A2
13.5.2
Inventory to be Consumed after the First Job
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 84 of 99
STRATIX
Hot Roll
Tempering
Ready to Ship SO-1-1
Reserve pre-produced Coils
Example:

SO-1-1

IP-1(Hot Roll)

15000Kgs - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm

Consume Tag A

Produce Tag AA - Cold Rolled Coil, Gauge 0.41mm, CQ, 1000mm
IP-2(Temp)

Consume Tag AA

Produce Tag AAA - Cold Rolled Coil, Gauge 0.41, CQ, T, 1000mm (SO-1-1)

Consume Tag BA

Produce Tag BAA - Cold Rolled Coil, Gauge 0.41, CQ, T, 1000mm (SO-1-1)
13.5.3
Order Fulfilled using pre-produced Stock
Ready to Ship SO-1-1
CTL
Pre-produced Sheets
Example:

SO-1-1

50 Pieces of Pre-produced sheets exist in Stock

150 Pieces of sheets need to be produced

IP-1(Cut to Length)
200 Pieces - Cold Rolled Sheet, Gauge 0.41mm, CQ, 1000mmx1000mm

Consume Tag A

Produce Tag AA - Cold Rolled Sheet, Gauge 0.41mm, CQ, 1000mmx1000mm
13.6
One or Multiple Outside Processing Jobs
13.6.1
One Transfer Performed to Fulfill One Sales Order
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 85 of 99
STRATIX

The material is picked from the Source warehouse.

One Production Job is created to produce a Work-in-Process to be transferred to an outside
processor warehouse.

The material is Ready-to-Ship once all the Processes in the Routing are completed.

The material is shipped from the outside processor warehouse.
Sawing
WHS A
Transfer
Grinding
WHS B
Ready to Ship SO-1-1
Example:

SO-1-1
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters

Pick
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

IP-1 (Saw)

Consume
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 6 meters

Produce
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (TR-1)

Drop
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 2 meters

TR-1(Transfer)

IP-11 (Grind)


Produce
SH-1 (SO-1-1)
13.6.2
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (IP-11)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters (SO-1-1)
10 Pcs - Angles, 100mm X 100mm X 10mm, CQ, 4 meters
One Transfer Performed to Fulfill Several Sales Orders

The material is picked from the Source warehouse.

The material is transferred to an outside processor.

The Transferred material is consumed on a Job to produce Work-in-process for multiple order item
releases.

The material is Ready-to-Ship once all the Processes in the Routing are completed.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 86 of 99
STRATIX
Pick
Whs A
Transfer
Whs A-> B
Burning
Whs B
Grinding
Whs B
Ready to Ship SO-1-1
Grinding
Whs B
Ready to Ship SO-2-1
Example:

SO-1-1
1 Circle - Carbon Plates, 20mm X 1500mm Diameter

SO-2-1
1 Circle - Carbon Plates, 20mm X 1500mm Diameter

Pick
1 Pcs
- Carbon Plates, 20mm X 2000mm X 6000mm (TR-1)

Transfer Whs B
1 Pcs
- Carbon Plates, 20mm X 2000mm X 6000mm (IP-1)

IP-1 (Burn) Consume
1 Pcs
- Carbon Plates, 20mm X 2000mm X 6000mm
Produce
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (IP-11)
Produce
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (IP-12)
Rtrn to Stk 1 Pcs

IP-11(Grind) Consume
Produce

IP-12(Grind) Consume
Produce
- Carbon Plates, 20mm X 2000mm X 3000mm
1 Circle - Carbon Plates, 20mm X 1500mm Diameter
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (SO-1-1)
1 Circle - Carbon Plates, 20mm X 1500mm Diameter
1 Circle - Carbon Plates, 20mm X 1500mm Diameter (SO-2-1)

SH-1 (SO-1-1)
1 Circle - Carbon Plates, 20mm X 1500mm Diameter

SH-2 (SO-2-1)
1 Circle - Carbon Plates, 20mm X 1500mm Diameter
13.6.3
Transfer a Coupon to Perform Testing (Future Implementation)

A Coupon is cut and sent to the Lab for testing

The Coupon is not returned from the Lab

The jobs are manually set on Hold until the tests are performed.

If the tests are successful, the remaining processes are performed and the material is shipped to
the customer.

If the Tests are not successful, then the reservation is replaced and the process is repeated.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 87 of 99
STRATIX
Saw
Whs A
Transfer
Whs A-> B
Test
Whs B
Boring
Whs A
Ready to Ship SO-1-1
Example:

SO-1-1
10 Pcs - Hollow Bars, CQ, HT, 6 meters (approx)

IP-1 (Saw)
(assume no picking is required)

Consume
10 Pcs - Bars, CQ, 6 meters

Produce
10 Pcs - Bars, CQ, 5.990 meters (IP-3)

Produce
10 Pcs - Bars, CQ, .01meters (TR-1)

TR-1 A B

IP-2 (Test)
Consume


10 Pcs - Bars, CQ, .01meters (IP-2)
10 Pcs - Bars, CQ, .01meters
IP-3 (Boring)

Consume
10 Pcs - Bars, CQ, 5.990 meters

Produce
10 Pcs - Hollow Bars, CQ, 6 meters (SO-1-1)
SH (SO-1-1)
10 Pcs - Hollow Bars, CQ, 6 meters (approx.)
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
14. APPENDIX – ORDER FULFILLMENT EP’S
14.1
Process
Identifies the processes performed by the company to fulfill an inventory-processing requirement. The
Process can be performed at a company owned warehouse or an outside processor warehouse.
Examples:
Type of Business
Processes
Flat Roll








Slitting
Cut-to-Length
Multi-Strand Blanking
Shearing
Recoiling
Pickling
Annealing
Roll forming
Plate





Burning
Grinding
Oxy-cutting
Plasma cutting
Drilling
Long Products






Sawing
Shot Blasting
Boring
Heat Treating
Rolling
Manufacturing (Multiple Consumption items based on a
Bill of Material)
All






Picking
Product Transformation (general)
Inspection
Painting
Packaging
Assembly
The following attributes are defined by Process:

Process Class

Charge and Cost Number
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 89 of 99
STRATIX

Cost Proration Basis

Processing Cost Basis

Time Lag

Certificate Process Type

Change Form

Change Grade

Change Finish

Editable Product characteristics (i.e. Form, Grade, Size, Finish, Dimensions)
14.2
Process Class
The Process Class is a system-controlled table that defines all the parameters required to handle the
different types of processes. A Process Class must be assigned to each Process.
The following attributes are defined for each Process Class:
Prs Class
Description
Consumed
Produced
Dim Segregation
Dim Segregation
Examples
PK
Picking
All
All

Picking
AC
Auto Complete
All
All

Auto Complete
CC
Customer Consigned
All
All

Customer Consigned
DS
Direct Ship
All
All

Direct Ship
IN
Inspection
All
All

Inspection
NT
Non-Transformation
All
All

Grinding

Drilling

Inspection

Testing

Shot Blast

Painting

Coating

Cleaning
PC
Non-Transformation –
Product Change Only
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
All
All
Invera
The Metal Information Technology Company
Page 90 of 99
STRATIX
Prs Class
Description
Consumed
Produced
Dim Segregation
Dim Segregation
Examples

Pickling

Heat Treating
ND
Non-Transformation –
No Dimension Change
All
All

Boring
SW
Sawing
Length
Length

Sawing
BR
Burning
Width Length
Width Length

Burning
Width Length Gauge
Width Length Gauge
All
All

Cutting length controlled
product into unitized
products

Burning Plate into Flat
bars

Tee Splitting

Plate Sawing

Shearing
PR
General Production
SL
Slitting
Width Gauge
Width Gauge

Slitting
CL
Cut-to-Length
Width Gauge
Width Length Gauge

Leveling
DC
Dual Coil Composite
Width Gauge
Width Length

Dual Composite
MB
Multi-Strand Blanking
Width Gauge
Width Length Gauge

Multi-Strand Blanking
SH
Cut Down or Shearing
Width Length
Width Length

Shearing
Width Length Gauge
Width Length Gauge
SS
Single Strand
Width Gauge
Width Gauge

Single Strand
CS
Multi-Strand
Width Gauge
Width Gauge

Multi-Strand
AY
Assembly
All
All

Fabrication of assembled
parts
CM
Composite
All
Width Length

Fabrication of assembled
parts
PG
Packaging
All
All

Creating packages
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 91 of 99
STRATIX
14.2.1
Rules and Restrictions
The following rules are applied by the system based on the Process Class
Process Class
Change
in Product
Change
in Dim
Change
in Qty
Picking
No
No
No
Direct Ship
No
No
No
Auto Complete
No
No
No
Customer Consigned
No
No
No
Inspection
No
No
No
Non-Transformation
No
No
No
Non-Transformation-
Yes
No
No
No Dimension Change
Yes
No
Yes
Sawing
No
Yes
Yes
Burning
Yes
Yes
Yes
General Production
Yes
Yes
Yes
Hot Roll Mill
Yes
Yes
Yes
Slitting
No
Yes
Yes
Cut-to-Length
Yes


Shearing
No
Yes
Yes
Single Strand
No
Yes
Yes
Multi-Strand
No
Yes
Yes
Packaging
No
No
No
Other Rules
Product Change Only
14.3
Width: No
Length: Yes
Yes


Consumption is recorded
No Production is recorded
Default Process Warehouse
Certain processes that are not frequently done in-house are contracted out to be done in other owned
warehouses, or in Outside Processor locations. E.g., Heat Treating, Boring.
In order to facilitate the speed of entry, the Default Process Warehouse table is used to provides a
quick default for each Process based on the Source Warehouse (the warehouse where the material to
be processed is located).
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 92 of 99
STRATIX
The Default Process Warehouse parameters are:

Source Warehouse

Process

Default Process warehouse
Example:
14.4
If material is reserved in Warehouse CHI, and Heat Treating is required, then a Default
Warehouse of SPR-Springfield is automatically applied to the Heat Treating process.
Valid Processes Per PWC
Identifies the valid Processes (PRS) for each Processing Work Center (PWC). This cross validation is
used to prevent user errors when assigning the PWC to a Job.
The parameters of ‘Valid Process/PWC’ are:

Whs

PWC

Process
14.5
Work Group and Process Work Center
In many warehouses where there are multiple machines that do the same type of work, the machines
are grouped together for facility of production planning and scheduling. A Process Work Center (PWC)
is a machine that performs a Process. A Process Work Group (PWG) is a grouping of Process Work
Centers with similar characteristics.
PWG
PWC's
Stainless
Saws
SAW 1
*
SAW 2
SAW 3
*Default for
PWG
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 93 of 99
STRATIX
The PWC normally represents an individual machine in the Warehouse. However, the system also
allows a PWC to be defined for non-equipment related processing functions such as Picking or
Packaging.
14.6
Combine Processes on One Job
Identifies the different Processes that can be combined on the same Job. The combination of two
similar processes on a job is allowed by system as long as they are valid for the PWC. An example of
this is ‘Saw’ and ‘Miter Cut’.
The parameters of ‘Combine Processes on One Job’ are:

Unique ID

Two Process's
PRS
P W C 's
14.7
M ite r
C u ttin g
S tr a ig h t
C u ttin g
SAW 1
Picking Not Required
This is an exception enterprise parameter and identifies those Processes that do not require a separate
‘Pick’ step.
If a given process is not defined on this table, the system will insert a Picking or an Auto Complete
process as the first process of the routing.
This exception parameter applies only to ‘Processing Required’ orders and has no impact on ‘Ship as-is’
orders.
The Picking Not Required parameters are:
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 94 of 99
STRATIX

Warehouse

Process
14.8
Advance Lift Planning Exception
This is an exception enterprise parameter and identifies the Standard Process Routes for which the
Advance Lift Planning step is not mandatory even if the Order Branch is set with Advance Lift Planning
(i.e., Advance Lift Planning Execution option is set to Yes).
It is used in the Order Fulfillment Cycle when sending the Order Releases through the Advance Lift
Planning function or directly to the Production Planning, Job Set Creation and Rapid Order Fulfillment.
14.9
Planning Group
The Planning Group is a user defined Enterprise Parameter, to identify the Process or set of Processes
that are normally planned together in a specific Warehouse.
Examples:

Slitting and Cut to Length

Cut to Length

Annealing
The Planning Group parameters are:

Warehouse

Short Description

First Processes


Identifies the First Process in the item process routing

The First Process is optional; it is only entered when the planning is performed based on the
first routing process.

Multiple First Processes can be defined for each Planning Group. This is used when multiple
processes are scheduled on the same job. E.g., Straight Cut and Miter cut.
Includes Processes
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
Page 95 of 99
STRATIX


Identifies the processes that are included in the process routing

Multiple processes can be defined. The sequence of the processes is NOT matched to the
Release Routing when selecting the OIR to be displayed on the production Planning screen.
Production Planning Sequence:

14.9.1
Controls the sequence applied when displaying the OIR on the Production Planning screen.
Options are:

By Sold Product. Examples: Sawing, Burning,

By Source Product. Examples: Slitting, Cut to Length
‘No Process’ Planning Group
The user can define a Production Group without any Processes to ensure that no OIRs are missed
during the Production Planning function. The Planner will use the ‘No Process’ group when all planning
is complete; this will aid to catch any processes that are not covered by the standard Planning Groups.
14.10
Work Order Group and Routes
The ‘Work Order Group’ is an optional enterprise parameter for companies using the rapid Order
Fulfillment model to fulfill their Releases.
It defines the group of ‘Standard Routes’ that are usually produced together and therefore should be
printed on a single ‘Work Order’ document.
It is an optional enterprise parameter that is used when exiting the Order to group the different
Releases into one or more Work Order Groups. When printing the ‘Work Order’, the Order Releases
are printed on a given ‘Work Order’ according to their ‘Work Order Group’.
For a given Order, all the Item Releases created without a ‘Standard Process Route’ or with one that is
not associated to a ‘Work Order Group’, will be printed together on one ‘Work Order’ document.
A ‘Work Order Group’ is considered complete as soon as any of its Releases is shipped. New Releases
are not added to a completed ‘Work Order Group’, as it is assumed that at this point, the production
has been completed and the Work Order document was returned to the Office to initiate the Shipping
process.
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 96 of 99
Invera
The Metal Information Technology Company
15. APPENDIX – WEDGE SCANNER INTERFACE
15.1
STRATIX Applications
Wedge Scanners are devices that are linked to a specific PC and complement the entry of data in a
STRATIX application. These devices do not have any application logic, but rather simply scan a barcode
and transmit the results to the PC as to eliminate the need to manually enter tag numbers.
Because the scanning function is designed to emulate the manual entry of tag numbers, the scanners
must be programmed to add a character after the tag number to complete the entry function. For
example, if STRATIX requires <F12> or ‘√’ after the entry of the tag number, this must also be
programmed into the scanner.
A scanner is required for each PC that a company wishes a user to scan a barcode, rather than key in
the tag number. A unit can only be programmed for one set of characters. That is, you cannot use the
same unit to scan a tag at a function that requires <F12> and one that requires <Alt> N.
The following table shows the control characters that need to be programmed on the Wedge Scanner,
based on the application for which it is used. Please review the Wedge Scanner manufacturer
documentation for programming details.
STRATIX Screen
Production Recording Scan/Record
Production Weight Recording/Tag Entry
Data Element
<Control Character> Required after Tag
Number Scan
Tag/Lbl ID
<F12>
Tag/ID
<TAB>
Tag/ID
<Alt N>
Tag
<TAB><Alt A>
Tag/Lbl ID
<Alt F12>
‘Single Tag’
Production Weight Recording/Tag Entry
‘Multiple Tag’
Packaging
Lift Preparation
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 98 of 99
Invera
The Metal Information Technology Company
STRATIX
Order Fulfillment – 9.2
Licensed Material, February 25, 2013
Page 99 of 99
Invera
The Metal Information Technology Company