Claim Management

Process Internal Claim Material Overview

Internal Claimed material is any material that was produced internally and is found to be non-conforming. This material needs to be tracked to monitor the quality performance of the division, identity discrepant material and for the disposition of that material.

The system uses the supplier claim function for this process with supplier chosen as the reasonable Division of your company. Claimed material can be identified between the Divisions of your company and Corrective Actions can be requested directly from the Internal Claims.

Manage Internal Claim Material System Procedure

1. Inquire Claims

• Review Internal Claims.
  

  Refer to the user guide “Process Internal Claims”
  

• Review Non-Conforming Material.
  

  Refer to the user guide “Control and Expedite Non-Conforming Material”
  

   

Does Claim exist?

• If yes, QA Representative notifies the department of claimed material using the Supplier Claim Letter. Department is notified of the claim and is required to develop a response. Department Manager investigates claim and provides a disposition back to QA Department.
• If No, create Internal Claim using Supplier Claim form.

2. Create Internal Claim

Menu Path: Claims à Supplier à Claim

Supplier Claim

Step by Step Instructions:

1. Click the New Claim button.
   
2. A list of available suppliers is displayed. Choose the supplier that the claim is to be written against. Your company’s division would always be the supplier on Internal Claims.
   

Filtering on Claim Details?

• The user may use the following means to identify the tag(s) being claimed. By choosing a Bill of Lading, Invoice, or Purchase order the available tags will be limited to those tags on the invoice or on the purchase order. Any of the mentioned fields can be used to filter for limited selections. This would be accomplished by following the steps below. If the tag number is known, the user can proceed to step 3.
  

Filter fields

• Type the invoice number in the Invoice # field, or double-click to display a list of available invoices. Choose the appropriate invoice from the list. The invoice can only be used if it has been received for the tag and processed.
  
• Double-click the Sup. Attention field within the Claim Details section, to display a list of supplier representatives. Choose the appropriate supplier representative.
  
• Type the bill of lading number in the Bill of Lading field, or double-click to display a list of available bills of lading. Choose the appropriate bill of lading from the list.
  

   

1. Double-click the Our Tag # field and choose from the list of values or type in the Tag number.
   
2. Refer to the Material tab in the Claimed Items section. The Product, Size, Unit, Received Wt, and Pcs fields are automatically populated after the tag has been selected. Type the claimed weight for each tag identified into the Claimed Wt. field.
   

Material Tab

1. Click on the Notes button to display the Notes Maintenance form.
   
2. Click on the View Logs button to display the States form containing a history of claim state changes. Click the Close button to close the States form.
   
3. For each tag number (Our Tag #) identified as claimed, highlight the tag for which the defect is being entered. Double-click the Defect
   field and choose the defect from the list. Multiple defects can be chosen for each tag claimed. The reasons need to be entered individually. For items with multiple defects, one can be chosen as the main defect by clicking the checkbox labeled Main.
   

Defect Field

1. Choose the source of the claim from the drop down list in the Source field.
   
2. Double-click the WC
   field to display a list of available Work Centers that caused the claim if applicable.
   
3. Type any internal remarks that may be of relevance the defect into the Remarks field.
   
4. Choose the Smpl checkbox if a sample is available for this claim investigation.
   

The state of the claim should be adjusted as the claim investigation progresses.

1. Choose the claim state for each tag identified from the drop-down list in the Item State field. Initially, all claims are set to an item state of Pending. The item statuses can be accepted all at once by clicking the Accept All button. The Item States can be set to Pending by clicking the Reject All button.
   

Item State

Claimed items can be dispositioned individually with different statuses. Individual claimed items can have multiple dispositions. The disposition weights must equal claimed weight or less.

1. Type the dispositioned weight into the Weight field (in the Item Disposition block).
   

Item Disposition

1. The Disposition and Inventory Disp should be maintained for each claimed tag if the disposition has been changed.
   
2. Click the Details tab (in the Claimed Items block). The Location, Parent Tag #, Invoice, B/L, PO# and OP Tag # fields will be automatically populated, if the data exists.
   

Details tab

1. Choose the party that conducted the investigations from the drop down list for the Investigator field.
   
2. All other information under the other tabs will be completed automatically and are for reference only. (Material, Customer and Cost tabs)
   

3. Investigate Claim

• Investigate Claim; claim is investigated to determine if the claim should be pursued.

I. Claim is accepted by the Department?

Claim response from department. Response from the department will be received via email, phone or US Mail.

Determine if a corrective action should be issued. Based on the type of claim, quality must determine if a CAR should be issued to the department.

II. Claim is not accepted by the Department?

If no, Investigate Claim. Claim is investigated to determine if the claim should be pursued.

III. Claim is Valid?

Notify department of pending claim. Department is notified of the claim and is required to develop a response.

IV. Claim is not Valid?

If no, set Claim State to closed. QA will close the claim if it is not worth pursuing.

VI. Should CAR be issued?

Based on the type of claim, Quality must determine if a CAR should be issued to the department.

The status of the claim must be changed to approved to close out the activity.

If no, set Claim State to Approved. The status of the claim must be changed to approved to close out the activity.

If yes, set Claim State to Approved. The status of the claim must be changed to approved to close out the activity.

• Create Internal CAR.

Refer to the user guide “Create-Maintain Internal CAR”

4. Miscellaneous Claim Information

Step by Step Instructions:

View Total Cost

1. Click on the Total Cost tab. The claim costs are displayed on this tab in view only mode.
   

Total Costs Tab

View or enter Claim Survey information

1. Click on the Survey Results tab.
   

Survey Results

1. Type the person completing the survey into the Completed By field.
   
2. Double-click the Completed Date field to display the SEMS calendar. Choose the date when the survey was completed.
   
3. Type any notes concerning the survey into the Survey Note field.
   
4. Click the Mill Inspection button to indicate that the claim has been inspected by the source mill. This will create an entry into the Claim Status log.
   
5. Click the View Claim Status tab to display the status log. This is a view only form.
   

View Claim button

The View Claim button only works if there is a corresponding customer claim that has been linked to the supplier.

1. Click the View Claim button to display the corresponding Customer Claim for this Supplier claim.
   

View Claim

Copy Customer Item button

This function is useful for copying a customer claim item to the current supplier claim.

1. Click the Copy Customer Item button to display a new window. Use the right arrow from the top menu bar to scroll to the next claim until the appropriate claim is located.
   
2. Highlight the appropriate tag from the list that is displayed. Click the Copy Item button to copy a tag from another claim to the current claim.
   

The tag can only be copied if the tag the user is trying to copy has not been linked to another supplier claim.

1. Click the Close button to close the copy window.
   

5. Approve Claim

The following applies to the claim after the material has been dispositioned and the claim approved.

Step by Step Instructions:

1. Click the Details tab (in the header area).
   

Header Details Tab

If the claim is approved by the Department Manager:

1. Choose the Approved by Supplier status using the drop down menu in the Approved by Supplier field.
   
2. When “YES” is chosen the Approved Date is auto populated, if the user wants to change the date then double-click in the Approved Date field to display the SEMS calendar. Choose the date on which the claim was approved by the supplier.
   
3. Click the down arrow in the Status box and set Claim State to approve.
   

If the claim is denied by the Department Manager:

1. Click the down arrow in the Status box and set Claim State to Denied.
   

As part of claim investigation QA Manager may decide to cancel or withdrawn the claim:

1. Click the down arrow in the Status box and set Claim State to cancelled or withdrawn.
   

1. Production Demand Summary

The objective of this management tool is to provide a detailed order status for each step in the sales order item routing. By highlighting a step in the routing (SOI section of the screen) a complete status of that step in the routing will be displayed. The following balance to apply, balance to plan, balance to process and balance to produce.

Menu Path: Sales à Orders à Entry

Step by Step Instructions:

1. Query for the sales order.
   
2. Click to select the Line Items tab.
   
3. Highlight the line item, right click and select one of the following options:
   
   1. Prod Demand – for Sales Order
      
   2. Prod Demand – for Sales Order Item.
      

The Sales Order Items block shows the information associated to the Sales Order line Item.

The SOI Releases block reflects the detail of the routing step for the highlighted sales order. The detail information in the Work Orders block includes the production order, load ID (if on a load), transaction type, weight allocated and weight produced.

1. Click the Close button on the main toolbar to exit.
   

The Production Demand Summary tool provides a total detailed process view of the status of the sales order item.

Process Customer Claims

Quality Management

Process Customer Claims Material Overview

Your company receives notification of a customer claim via customer call, short payment on an invoice, visual observation or returned material. Information provided about the claim may be: Tag Number, BOL, quantity, claim reason, or service center, if applicable. The Inside Sales Rep, Inside Sales Rep, Sr., and In-Plant Service Rep will start a claim in pending status in SEMS, and the Quality Department will investigate the claim. Accounting also has access to enter and approve claims to correct invoicing errors. All decisions related to the claim after the claim has been investigated will be handled by the QA Manager, QA Engineer or QA Supervisor.

All new claims begin in pending status. Existing pending claims will be monitored by QA personnel to ensure that claims are being processed.

Process Customer Claims System Process

Does Claim exist?

1.

Customer Claims Query:

Step by Step Instructions:

Search for existing claims in the Customer Claims Query. The Customer Claims Query can be filtered on many fields.

Menu Path: Claims à Customer à Queries à Claim

1. Enter your search criteria in the Search Parameters block. The Customer Claims Query can be filtered on any of the fields in the Search Parameters block.
   

• Enter your Department to search for claims from your division only.
  

1. Click on the Find It! button, the Customer Claims that populate are for those claims that meet the Search Parameters.
   
2. Or, Click the Enter icon to enter Query mode in the Customer Claims block, enter search parameter data in one or more fields to minimize your search results and click Execute.
   

• If yes, Customer Claim does exist, Inside Sales notifies the QA Department of claimed tags. The QA Department investigates the claim and provides a disposition back to Inside Sales.
  

• If No, Customer Claim does not exist, create Customer Claim.
  

2. Enter Basic Claim Information

Sales Department Responsibility

Menu Path: Claims à Customer à Claim

Customer Claims (CLMCUSTI)

Step by Step Instructions:

1. Click the New Claim button in the upper left corner of the screen. A new Customer Claim number will be displayed.

• All new claims default with the following information: Claim ID, Created By, Date Created, Claim Type as Steel Problem, Source as Customer Call, Dept defaults to your department, Claim State as Pending, Status Code as Investigation, Claimed Qty as .00, and Pcs as 1.
  

1. Choose the Source of the claim from the drop down list in the Source field.
   
2. Enter the SO# or SO ID or Invoice # or Cust. PO # and the other fields, such as Sold To, Bill To and or Ship To, will populate.
   
3. Double-click or enter the B/L # and Invoice #, if available.
   

3. Determine Claim Type

Sales Department Responsibility

Step by Step Instructions:

1. Choose the claim type from the drop down list in the Claim Type field.
   

• There are 3 Claim Types in the Customer Claim System: Steel Problem, Invoice Error and Order Error.

  I. Steel Problem: packaging, shipping, structural, dimensional or cosmetic issue or discrepancy with the material that is not the result of a sales error. For example laminations, incorrect length, bent edges, rust, or other structural or cosmetic defect or material non conformance.

  II. Invoice Error: an error that occurs during data entry or data modification on the invoice. An invoice error occurs when the Accounting Representative who receives and approves the invoices, makes a change to an invoice that the Sales department missed, or adds a surcharge to the invoice and makes a data entry error in this process.

  III. Order Error: any error that originated during the sales order creation. For example data entry errors or incorrect value entries in quantity, price, unit of measure, part number, size, grade, etc.

   

I. Claim Type: Steel Problem

1. Select Claim Type of Steel Problem

1. Double click the Tag # field and select the tag number from the list. A tag number is required.

    

   
   Data entered into the Sold To, Bill To, Ship To, SO# and SO ID fields limit the available Tag Numbers to those tags that correspond with the information entered in these fields.

    

Claimed Items

1. The Material tab displays detailed information about the tag. This information automatically populates when the tag number is selected.
   

   
   The RTN check box will automatically check after the customer returned tags are received against the claim number.
   
   

2. Type the quantity being claimed by the customer into the Claimed Qty field.

   The quantity entered is based on the Unit field immediately following the Claimed Qty field. This will generally be a weight measurement.
   

Material Tab

1. Type the actual number of pieces into the Pcs field.
   

• The default Pcs value is 1. SEMS does not automatically calculate claimed pieces; this must be calculated and entered manually.
  

1. Click the Actual Prod button if additional information is required for the tag entered.
   

• Double-click and select the new product and shape if the material has been changed at the customer. E.g., coil has been cut into sheets.
  
• Enter the returned tag dimension Values and corresponding Units, if the customer returned tags have been modified from what your company initially sent to the customer.
  
• Enter the number of pieces being returned. (If the new quantity was not entered above.)
  
• Use the Comment field to type additional comments explaining the tag modifications.
  

Customer Claim/Customer Return Scenarios

The following outlines a key scenario that occurs when your company ships product to a customer and the customer decides to return the product to your company.

Product (tags) shipped to the customer are being returned to your company and:

1. The dimension(s) of the returned product (tag) are different than the product (tag) that was shipped.
   
2. The shape of the returned product (tag) as well as some dimension(s) of the return product (tag) is different than the product (tag) that was shipped.
   
3. A portion of the returned product (tags) has the same dimensions and shape as the shipped product (tags) and the remainder of the returned product (tags) has different dimensions and is a different shape than the shipped product (tags).
   

This scenario has a specific system procedure that needs to be followed to appropriately claim and receive the tags back into your company’s inventory. The following guide outlines the steps to follow to complete this scenario in SEMS.

Do tags returned have different dimensions than shipped tags? The shape remains the same.

Example

Step by Step Instructions        

• On the Customer Claim, Claimed Items block, enter the following information:
  

• Click the Actual Prod button and change the Pieces to 4 and enter the appropriate dimensions of the steel to be returned:
  

Receiving Result

• Upon receipt of the tags back into inventory during the customer return receipt, the tags returned will match what was entered in the “Actual Prod” screen.
  

   

Do Tags returned have different dimensions and different shape than shipped tags?

Example

NOTE: This example does not address scrap loss disposition.

1. Click on the Item tab. The Loc., Mill Serial # and OP Tag # will automatically populate, if available.
   

   Once a tag is received against the customer claim, the Rtn Tag # field will populate with the new tag number that was assigned during the customer Return Receipt process.
   

Item Tab

The Investigator and Subtype Codes fields are not required fields.

1. If provided by the customer, type the Damaged Material Report number into the DMR # field. This is a free form field.
   
2. Refer to the Details tab. All of the fields displayed on the Details tab will be automatically populated, if available, when the tag is selected.    
   

   The Billto View radio button shows Customer Bill To details. The Company View shows Customer Sold To details.
   

Details Tab

1. Refer to the Customer tab to view Sold To, Bill To and Ship To details. The fields will automatically populate, if available.
   

Customer Tab

1. Refer to the Supplier tab to view Supplier details. The fields displayed will automatically populate, if available.
   

   The Sup Claim field will only populate if there is a related Supplier claim that corresponds to this Customer claim.
   

Supplier Tab

1. Click on the Costs tab. The costs of the material that were previously calculated when the material was originally shipped will be displayed.
   

• By clicking on the Cost Details button for Material, Processing, Scrap Loss and Freight, the details that were used to determine the cost for the selected Tag# are displayed.
  

Costs Tab

Material Costs

1. Click on the State tab.
   

State Tab

1. Double-click the State
   field to display a list of reasons the tag has been designated at its current State. Select PEN to set the state to Pending. The corresponding Reason Description will automatically populate as Pending.
   

Additional free form text may be added to the box directly below the State field to clarify the claim information.

1. The View Logs button can be used to review a log of the claim state changes the tag has undergone.
   

View Logs

1. The Reps tab can be used to view the ISR and Sales Rep whose names are associated with the Sales Order in SEMS.
   
2. The Note tab can be used to record any notes about the individual tag. Such as Status or Defect information.
   
3. The Other tab can be used to view the Master Order (MO Reference), Master Order item information (MO Item #) and Part #, if available.
   

Steel Problem Claim Disposition: Return or Retain

1. Return – Steel Problem
   

1. A) In the Item Disposition block, set the Claim Disposition to Return.

1. A) Set the Inventory Disposition in the Inv. Disp. field
   to Pending.

• Continue to step 3 below.

Item Disposition – Return

1. Retain – Steel Problem
   

1. B) In the Item Disposition block, set the Claim Disposition to Retain.

1. B) Set the Inventory Disposition in the Inv. Disp. field to Price Adjustment.

• Continue to step 3 below.

Item Disposition – Retain

1. Enter the weight / pieces of the accepted claimed quantity into the Qty field.
   

• The Actual Weight and Denied Weight / Pcs will automatically populate    .
  

1. Enter the Return Location and Date in the Return Loc and Return Date fields. If unselected, this defaults to the information included on the header on the Return Receipt.

   Ensure accuracy of the Return Location, this data is used to generate a Pre Receipt; tags cannot be received if the receiving warehouse doesn’t match that on the pre-receipt.
   

1. Check the Pickup checkbox if your company will pick up the material at the customers’ site.
   

1. Enter the Defect
   by double clicking in the Defect field. Standard and Class are automatically populated.

Defect section

1. Select the Defect Source by using the drop down menu.

1. Enter the Dept. and Work Center (WC) if applicable.

If more than one Defect is entered, use the checkbox to the left of the Defect code to indicate the Primary Defect.

Proceed to Section 4.

II. Claim Type: Invoice Error

1. Select Claim Type of Invoice Error.
   
2. Double-click in the Invoice field to get a list of the appropriate invoices or enter the Customer Invoice # in the Claim Details block.
   

III. Claim Type: Order Error

1. Select Claim Type of Order Error.
   
2. Double-click in the SO # field (or SO ID field) to display a list of all orders. Select the appropriate order or enter the order number (or SO ID number).
   

Order Error and Invoice Error Claim Disposition: Return or Retain

1. Return – Order Error
   

1. In the Claimed Items block, enter the Tag #.
   
2. The Material tab displays detailed information about the tag. This information is automatically populated when the tag number is selected.
   

   
   The RTN check box will automatically check after the customer returned tags are received against the claim number.
   
   

3. Type the quantity being claimed by the customer into the Claimed Qty field.
   

The quantity entered is based on the Unit field immediately following the Claimed Qty field. This will generally be a weight measurement.

Material Tab

1. Type the actual number of pieces into the Pcs field.

   The default Pcs value is 1. SEMS does not automatically calculate claimed pieces; this must be calculated and entered manually.
   

2. Click the Actual Prod button if additional information is required for the tag entered.
   

• Double-click and select the new product and shape if the material has been changed at the customer. E.g., coil has been cut into sheets.
  
• Enter the returned tag dimension Values and corresponding Units, if the customer returned tags have been modified from what your company initially sent to the customer.
  
• Enter the number of pieces being returned. (If the new quantity was not entered above.)
  
• Use the Comment field to type additional comments explaining the tag modifications.
  

Customer Claim/Customer Return Scenarios

The following outlines a key scenario that occurs when your company ships product to a customer and the customer decides to return the product to your company.

Product (tags) shipped to the customer are being returned to your company and:

1. The dimension(s) of the returned product (tag) are different than the product (tag) that was shipped.
   
2. The shape of the returned product (tag) as well as some dimension(s) of the return product (tag) is different than the product (tag) that was shipped.
   
3. A portion of the returned product (tags) has the same dimensions and shape as the shipped product (tags) and the remainder of the returned product (tags) has different dimensions and is a different shape than the shipped product (tags).
   

This scenario has a specific system procedure that needs to be followed to appropriately claim and receive the tags back into your company’s inventory. The following guide outlines the steps to follow to complete this scenario in SEMS.

Do tags returned have different dimensions than shipped tags? The shape remains the same.

Example

Step by Step Instructions        

• On the Customer Claim, Claimed Items block, enter the following information:
  

• Click the Actual Prod button and change the Pieces to 4 and enter the appropriate dimensions of the steel to be returned:
  

Receiving Result

• Upon receipt of the tags back into inventory during the customer return receipt, the tags returned will match what was entered in the “Actual Prod” screen.
  

   

Do Tags returned have different dimensions and different shape than shipped tags?

Example

1. In the Item Disposition block, set the Claim Disposition to Return.
   
2. Set the Inventory Disposition in the Inv. Disp. field
   to Pending.
   

Item Disposition

1. Enter the weight / pieces of the accepted claimed quantity into the Qty field.
   

• The Actual Weight and Denied Weight / Pcs fields will automatically populate.
  

Qty may be based on the billing method (e.g. pieces). The Calc WT button will calculate Actual Weight based on the pieces specified.

1. Enter the Return Location and Date in the Return Loc and Return Date fields. If unselected, this defaults to the information included on the header on the Return Receipt.

   Ensure accuracy of the Return Location, this data is used to generate a Pre Receipt; tags cannot be received if the receiving warehouse doesn’t match that on the pre-receipt.
   

1. Check the Pickup checkbox if your company has agreed to pick up the material at the customers’ site.
   

1. Use the scroll bar to view additional fields in the Item Disposition block and enter data as appropriate.
   

Proceed to Section 6.

1. Retain – Invoice Error and Order Error
   

    

   1. Ensure the Customer Invoice # is listed in the Claim Details block.

    

   1. Type the issue or discrepancy and correlated cost details in the Description field. This allows free form text.

1. Type the resolution and associated cost details in the Solution field. This allows free form text.

Claim Details

1. Click the Save icon on the main menu.

The Claim Disposition field in the Item Disposition block will not be used.

Proceed to Section 6.

Is a Supplier Claim Required?

4. Supplier Claim

Quality Department Responsibility

A Supplier Claim is used for Claim Type Steel Problem only. If the material issue is attributed to a defect in the material as caused by processing or creation at the supplier enter a Supplier Claim.

The tags must be received back from the customer before this process will function.

Refer to the User Guide “Process Supplier Claims”

1. Select the Supplier tab for the required tag number.
   

1. Select the appropriate Supp-Claim Function
   

Supp-Claim Functions

• New – Creates a New Supplier Claim
  
• Edit – Edit an existing Supplier Claim
  
• View – View an existing Supplier Claim
  

  Neither
  Edit nor View is functional if a Supplier Claim was not previously created.
  

   

• Add To – Add the selected tag to an existing Supplier Claim
  
• Remove – Remove the selected tag from an existing Supplier Claim
  

Supplier Claims Window

Is an Internal Claim Required?

5. Internal Claim

Quality Department Responsibility

An Internal Claim would be issued if the material was modified internally and found to be non-conforming. Use the Supplier Claim process and select the appropriate division of your company as the ‘supplier’.

Refer to the User Guide “Manage Internal Claimed Material”

Supplier tab

1. Select the Supplier tab in the Claimed Items block for the required tag number.
   
2. Select the appropriate Supp-Claim Function
   

Supp-Claim Functions

• New – Creates a New Supplier Claim
  
• Edit – Edit an existing Supplier Claim
  
• View – View an existing Supplier Claim
  

   

  Neither
  Edit nor View is functional if a Supplier Claim was not previously created.
  

• Add To – Add the selected tag to an existing Supplier Claim
  
• Remove – Remove the selected tag from an existing Supplier Claim
  

Supplier Claims Window

6. Disposition Letter

Quality Department Responsibility

Step by Step Instructions:

1. Check the Disp.L check box and then click the Disposition Letter button to display the Claim Disposition Letter screen. This will display a new form: Claim Disposition Letter. This is only required if a Disposition Letter is being sent for the claimed material.
   

The disposition letter button will function only if a tag has been entered into the Tag # field in the Claimed Items Block.

Disposition Letter

1. Double-click the Signing Authority field on the Claim Disposition Letter search for and select the name of the person to create and distribute the Disposition Letter.
   
2. The Claim Dept. Phone#, if available, will default from the Signing Authority chosen.
   
3. Double-click the Code field in the CC block to display a list of personnel. Choose the individual(s) to receive the Disposition Letter from the list.
   
4. Click on the Send Type field to display a drop down list of methods to send the Disposition Letter. Choose the appropriate type.
   
5. Click on the Send Format field to display a drop down list of formats in which the letter may be sent. Choose the appropriate method.
   

Claim Disposition Letter

1. Enter disposition comments into the Notes sections on the bottom of the screen. This is a free form text field.
   
2. Click the Generate button to generate the Disposition Letter.
   
3. Double-click the Report Server field on the Report Parameters screen to display a list of report servers. Choose the appropriate report server.
   
4. Click the Destination field to display a list of available distribution methods. Choose the desired distribution method.
   
5. Click the Format field to display a list of available display formats. Choose the desired display format.
   
6. Click Run Report button to create the disposition letter.
   
7. Click the Show Reports button to display current, past, and scheduled print jobs.
   
8. Click the Close button to return to the main Disposition Letter screen.
   
9. Click the Send to CCs button to send the report to the listed employees in the CC block.
   
10. Click the Exit button on the main tool bar to return to the Customer Claim Form.
    

7. Determine Claim State

Quality Department Responsibility

After Sales enters the claim information, Quality will investigate the claim. Following the investigation, Quality will determine the claim state and generate the Credit Memo.

Step by Step Instructions:

1. Edit the Defect information as necessary.

Defect information will be listed for Steel Problem Claim Types only. Defect information will not be listed for Invoice Error and Order Error Claim Types.

1. Click the Add Samples button in the Claims Item Block on the Materials tab if a sample is required for the claim.
   

   Refer to the User Guide “Create / Maintain Test Sample”
   

Materials tab

1. Select the Item State for each Tag # by using the drop down menu in the Claimed Items block.

Claimed Items

1. Select the Claim State in the States block using the drop down menu.

States

The Authorization # automatically populates once the Claim State of Accepted is selected.

The Status Code field automatically populates dependent on which Claim State is selected. A Claim State of Pending has a Status Code of INVESTIGATION.

Click on the Logs button to view the claim state status changes and corresponding details.

1. Generate the Credit Memo, if required, by clicking the Generate Memo button in the Claim Details block.

    

   Refer to the User Guide “Credit Memo”
   

   The Claim State Accepted must be selected before the Generate Memo button is functional.

    

8. Print Customer Claim Report

Quality Department Responsibility

1. On the main menu select Reports à Print Custom Reports and print Customer Claim Report <CUSTCLM_S1> to print a copy of the claim.
   

    

   
   If the claimed tag has been designated to return to your company, the report can be given to the driver to use for pickup and/or sent to the customer for Return Authorization.
   

1. Enter the Claim Number in the Report Parameters block.
   

Custom Reports

1. Click the Print Report button to create a printed version of the claim.
   

1. Select the desired Destination and Format using the drop down menus in the Report Parameter screen and click Run Report.
   

Report Parameters

1. Click the Close button to return to the Customer Claims screen.
   

1. Click the Save button on the main toolbar.
   

1. Click the Exit button on the main toolbar.
   

9. Approve and Lock the Claim

Accounting Department Responsibility

1. Click the View Memo button to view an existing Credit Memo or generate a new Credit Memo, if required, by clicking the Generate
   Memo button.

The Claim State Accepted must be selected before the Generate Memo button is functional.

1. Review and Approve the Credit Memo by clicking the Approve button on the Credit Memo.

Credit Memo

1. Click the Print Credit Memo button to print the customer credit memo.

1. Lock the Claim by clicking the LOCK button in the States block on the Customer Claim form.

   
   The Claim is LOCKED once the Credit Memo is Approved to prevent further changes to the claim. If another Credit Memo is required, the user will create another Claim.
   

Customer Claim Form

This form can also be accessed through the Menu Path:
Claims à Customer à Credit Memo

Refer to the User Guide “Create Customer Credit Memo”

10. Create a Corrective Action Request

Quality Department Responsibility

1. Click on the Create CAR button on the Customer Claims screen in the Claim Details block.
   

This form can also be accessed through the Menu Path:
Quality à Corrective Actions à CAR Details

Refer to the User Guide “External / Internal CAR”

             Refer to the User Guide “Process Internal Claims”

Appendix A: Troubleshooting

The Claim Disposition in the Item Disposition block must be set to Return and a Tag Number must be entered for the claim number to appear in the Receive to Inventory screen.

Receive to Inventory Screen

Appendix C, D, Etc.

Return Material Pickup Slip <PICKUP_SLIP> Report

Menu Path: Reports à Print Custom Reports

Print the Return Material Pickup Slip Report <PICKUP_SLIP>

1. Select <PICKUP_SLIP> report.
   
2. Enter the Claim Number.
   
3. Select Print Report.
   

The report may be given to a truck driver prior to tag pick up.

Vendor Return

Shipping

Vendor Return Procedure

Create Vendor Return Load

Menu Path: Shipping à Inventory Transfers

Inventory Transfers

The Inventory Transfers screen opens.

Step by Step Instructions:

1. In the Transfer Loads block, click on a blank line in the Load ID field. Or click any Load ID field and click the insert button on the main toolbar.
   
2. Tab thru the Load ID field.
   
3. In the Warehouse field, enter the proper Vendor Return warehouse, which is the department code followed by TR (ex. 01TR for Toronto). Or double click in the Warehouse field and select the proper Vendor Return warehouse.
   
4. Double-click the Transfer Date field and choose the appropriate date from the calendar.
   
5. Double-click the Carrier field and choose the appropriate carrier from the list of values. If the carrier is not listed, use the Generic Carrier, code 00.
   
6. Double-click the Method field and choose the appropriate method from the list of values.
   

   At this point the user MUST click the Save button on the main toolbar to populate the Load ID field.
   

Load ID

1. After clicking the Save button on the main toolbar, the Load ID field will be populated.
   
2. Refer to the Inventory Items block.
   

Inventory Items

1. Select the inventory items to transfer by clicking in the Tag field in the Inventory Items block, clicking the Enter query mode button on the main toolbar, clicking in the Supplier Claim # field and entering the supplier claim being returned
   

Supplier Claim #

1. Click the Execute button on the main toolbar to execute the query.
   
   
2. All of the tags in inventory that are on the Supplier Claim display in the Inventory Items block.
   

Tags on a particular Suppler Claim #

1. Click on the check box next to the tag and click the Load button at the bottom of the Inventory Items block.
   

Load Button

1. Notice that the tag that was selected has been moved to the Load Items block.
   

1. After reviewing the Load Items, if a tag was selected that needs to be removed, click in the box next to the Tag field, and click the Unload button.
   

Unload button

1. When all tag selections are complete, refer to the Transfer Loads block.

   
   

2. Click on the Schedule button. After clicking the Schedule button, the Schedule button is grayed out and the Unschedule and Ship buttons are now available.
   

Schedule button

1. To unscheduled the load, click the Unschedule button.
   

Unschedule button

1. To ship the load, click the Ship button.
   
2. The Status field in the Transfer Loads block changes with every step. This field starts as Not Scheduled. After pressing the Schedule button it changes to Scheduled. After pressing the Ship button it changes to Shipped.

3. To return the material to the vendor, click the Update Location button.
   

Update Location button

1. The system displays the following message. Click the Yes button to return the material to the vendor.
   

1. The material is removed from inventory.
   

2. Print Supplier Claim Report Style 1 and Transfer Bill of Lading

These reports are printed for the shop floor to get the material ready for shipment prior to the carrier coming in. The Supplier Claim Report should be printed by the Quality Department and given to the shipping department to prepare the load for shipment. The Transfer Bill of Lading is printed and given to the carrier picking up the material.

Menu Path: Reports à Print Custom Reports

1. Enter the Claim Number and click Print Report button.
   

1. Select the Destination – Screen or Printer
   
2. Click the Run Report button.
   

1. In the Inventory Transfers screen click Reports button.
   

Menu Path: Shipping à Inventory Transfers

1. The Transfer Reports screen opens click the Print Report button.
   

1. Select the Destination – Screen or Printer
   
2. Click the Run Report button.
   

Vendor Invoicing Processing

Perform 3-Way Match – Outbound Freight Bills Overview

A 3-way match in Accounts Payable occurs when the invoice from the vendor is matched against the shipping documents before it is posted.

For an invoice to be paid, a three-way match process comparing the invoice and the shipping information must be successfully performed.

All invoices received relating to a purchase order must be sent to accounts payable for payment. The invoice is entered into SEMS and matched to the outbound freight. If the three-way match agrees, the invoice will be approved and paid according to payment terms.

Perform 3-Way Match – Outbound Freight Bills

System Procedure

1. Create Freight Invoice

Menu Path: Shipping à Freight Invoice

Freight Invoice

The Freight Invoice screen opens to the newest saved Freight Invoice.

Step by Step Instructions:

1. Click the Insert button from the main toolbar to begin a new Freight Invoice 3-Way Match.
   
2. Click the Invoice# field and type the identifying number of the invoice that the vendor has sent.
   
3. Double-click the Carrier
   field, to display a list of values. Choose the appropriate vendor from the list of values.
   
4. Click the Save button from the main toolbar to populate all default values.
   

2. Enter Invoice Information

Step by Step Instructions:

1. Type the vendor invoice total amount due in the Total Amount field.
   

Total Amount

1. Double-click the Ship Load ID field, within the Shipment Load section, to display a list of values. Choose the applicable load number.
   
2. Move to the next available Ship Load ID field and repeat, as necessary.
   
3. Click the Populate Items button to populate invoice details into the Freight Invoice screen.
   

Summary Tab

The Summary tab provides a display-only view of invoice details.

3. Verify and Adjust Details

Step by Step Instructions:

1. Click the Details tab.
   

The Charges/Surcharges Block may contain multiple lines if the Shipment separates the base freight charge from the freight surcharge.

Details Tab

1. The Invc/Shipm. Wgt, Invc/Shipm. Rate and Invc/Shipm. Cost fields will display default values equal to the shipment values (pulled from entries at time of shipment on the Shipping Schedule Maintenance screen).
   
2. Verify that the defaulted 3-way match invoice values match those on the vendor’s invoice.
   

If the 3-way match invoice values match the values on the vendor’s invoice?

• Click the Populate Approved Values drop-down arrow and choose to “Populate All Tags from Invoice.”
  

If the 3-way match invoice values do NOT match the values on the vendor’s invoice?

• In the Items box, click in Invc/Shipm. Wgt, Invc/Shipm. Rate or Invc/Shipm. Cost field(s) and enter the corrected vendor invoice amounts in the appropriate field(s).
  
• Click the Populate Approved Values drop-down arrow and choose to “Populate All Tags from Invoice.”
  

1. Repeat steps for each line in the Charges/Surcharges block.
   

   The BOL Taxes tab will not be used.
   

4. Approve and Close Invoice

Step by Step Instructions:

1. Click the Approve button.
   
2. Click the Exit button on the main toolbar to close the invoice.
   

   The Invoice Difference field must be zero in order to Approve. The assumption is that the total amount of the invoice is going to be paid. If the fields are not zero, then the Total Amt on the header screen has to be adjusted.
   

Quality Management

Scrap Material Overview

The scrapping of material is determined by QA and General Management of the division based upon several factors including age, intended use and ability to sell to another customer.

The SEMS process that is used to “Scrap” material is simply the process. This entails reducing the cost on the system to zero and the notification to the warehouse personnel to physically place the material in a “scrap” location such as a hopper, or designated physical inventory location.

Material would be reviewed as a result of the claim or age and determined to be scrapped.

• The material is reviewed to determine if the material can be used for another order. If not, the material must be scrapped.
  

1. Materials which are not usable and cannot be returned to the vendor, reworked, or repaired are scrapped.
   

• Scrapped materials are identified in such a manner to prevent unplanned use and are retained in a impound area until disposal.
  

The following guide reviews the process to follow to Scrap Material.

Scrap Material System Procedure

Determination if the material is writeoff or downcost.

The following will be reviewed by the QA Manager, QA Supervisor or the General Manager.

1. Inventory Aging Report
   
2. Review Steel Inventory Item Details
   
3. Review Customer Claims
   
4. Review Mill Heat Analysis
   
5. Review Standards within a Standardization System
   
6. Review of Internal Claims and Vendor Claims
   

Step by Step Instructions:

No, the material is not scrapped in the system?

If no, material is to be Downcosted. Refer to Downcost Material.

Refer to the user guide “Downcost Material”

Yes, the material is to be scrapped in the system?

If yes, determine if the material is allocated to an order.

The assumption is that these actions are being taken when there is no recourse with the mill. The problem was created by Olympic.

• The QA Manager, QA Supervisor or QA Engineer will remove allocations from the tag(s).
  

2. Deallocate the Material

If material is deemed as scrap, any reservations should be removed to allow the order to be replenished by Production Planning.

Step by Step Instructions:

1. Remove stock allocation.
   

Menu Path: Warehouse à Inventory à Steel à Inventory Item Details

Steel Inventory Item Details

1. Click the Enter button on the main toolbar to enter query mode.
   
2. Click in the Tag # field and type in the tag number.
   
3. Click the Execute button on the main toolbar to populate the fields.
   
4. Click the View Allocation button to view allocations on the selected tag.
   

Inventory Item Reservations

1. Right mouse click on the Tag Number and choose Tag Reservation Entry.
   

Tag Reservation Entry

1. Click the Dealloc button.
   
2. The following message will appear.
   

1. Click Yes to deallocate the material.
   

OR

1. Right click on the Tag number and select Tag Reservation Entry from the menu list.
   

1. The TAG Reservation Entry screen opens, follow steps 7 thru 9 above.
   
2. Query each tag number to be processed and follow steps 7 thru 11 above.
   

1. After the tag has been Deallocated continue to scrap the material.
   

3. Writeoff the Material

Step by Step Instructions:

1. Click Enter on the main tool bar to enter Query mode.
   
2. Enter tag number into the Tag # field.
   

1. Click the eXecute button on the main tool bar.
   
2. Click the Write off button on the Inventory Items Details screen.
   

Ignore the following on the Writeoff Reason screen: Scrap? Y/N, Department and Scrap Code. These are not in use at this time by Olympic Steel.

1. Double-click the Reason Code and select INVWRITEOFF or INVWRITEOFF1.
   
2. Click the Process button.
   

Financial Transactions are created when the “Process” button is pressed.

1. The following message will appear after clicking the Process button.
   

Deletion Warning

1. Click the OK button.
   

The tag will disappear from view but may still be accessed through Warehouse à Inventory à Steel à Tag History.

If the tag is being scrapped and there is scrap recovery.

• Choose Reason Code INVWRITEOFF.
  
• Set the Scrap? radio button to No.
  

If the tag is being scrapped and there is NO scrap recovery.

• Choose Reason Code INVWRITEOFF1.
• Set the Scrap? radio button to Yes.
• The Department will auto populate.
• Double-click in the Scrap Code field and select the appropriate scrap code.

Appendix B: Key Terminology

Write off

Scrap Code

Reason Code

Production order     573

Sales order items linked to the production order 573:    

    sales order     1214    

    Items        3, 4, 5, 6, 7, 8, 9

Required output    Line    Size        Pieces        Weight

            3    6x130x300    15

            4    6x110x300    61

            5    6x90x300    137

            6    6x110x250    111

            7    6x90x250    1531

            8    6x70x250    72

            9    6x60x250    17

Allocated plates        5.8x1995x4711

            5.75x1500x4634

Instructions:

The production order 573 is using process ??-CTL.

This is wrong.

You have to create a new process CUT

Process code screen

Create new process code

Process Options tab

Work Centers tab

Transformations tab

Product definitions screen

Query the HRSC product code

Source products tab

Sales Order – Work Instructions

The step # 10 has to be??-CUT

Work Order

The step # 10 has to be??-CUT

These are the sales order lines that will be combined into 1 production order and should be all cut from 1 allocated plate (sheet).

Required output    Line    Size        Pieces        Weight

            3    6x130x300    15        28    kg

            4    6x110x300    61        95    kg

            5    6x90x300    137        174    kg

            6    6x110x250    111        144    kg

            7    6x90x250    1531        1622    kg

            8    6x70x250    72        59    kg

            9    6x60x250    17        12    kg

                        Total        2134    kg

The total weight of 2134 kg can be cut from one plate.

The cutting plan can be done in several different ways.

1) It can be done as an actual layout showing how to really cut the plate:

    Here is an example:

- this cutting plan shows the real layout and plan how to cut the plate

- it will be complicated to define this as the corresponding “positions” and “sequences” in the Steelman cutting plan.

The production order 573 can be planned like this but it would be too complicated and it is not necessary.

2) It can be done as a list of requirements. The actual layout of the cuts will be provided as some other documentation outside the Steelman system.

- decide what can be cut from the allocated plate

- create one line in the cutting plan for each sales order item

In this example I will use plates 6x2000x6000

Each plate is 565.20 KG and 4 the weight of 4 plates is 2260.80 KG

Here are the required cut pieces:

Required output    Line    Size        Pieces        Weight

            3    6x130x300    15        28    kg

            4    6x110x300    61        95    kg

            5    6x90x300    137        174    kg

            6    6x110x250    111        144    kg

            7    6x90x250    1531        1622    kg

            8    6x70x250    72        59    kg

            9    6x60x250    17        12    kg

                        Total        2134    kg

The lines 3, 4, 5, 6, 8, 9 can all be cut from 1 plate.

The total weight of these items is 512 KG. The weight of one plate is 565 KG

In the cutting plan we can ignore the dimensions and only consider the weight.

This is how the cutting plan can be created:

Create a production order for process??-CUT

Add the sales order line items to the production order

Allocate the plates that you want to use for cutting

Go to the Cutting Plan and press the Populate button

The required lines are now populated in the Needs block

At this moment the applied Pcs and Weight is 0 (zero)

In the Cut Lines create one line for each Need line.

                        What is important is the total WEIGHT.

Do not worry about the total LENGTH. It is the total length of ALL PIECES. If you do not want to create a plan that shows how exactly to cut the plate, this total length can be longer that the length of the plate.

The total weight of all the pieces in all the lines is 511.72 KG.

The line 7 can be cut from the remaining three plates:

7    6x90x250    1531        1622    kg

Select the second plate in the Reserved Production Tags block

Define all the pieces that can be cut from one plate as 1 line

The bundles and pieces in each bundle can be specified in during production recording

Use the plates 3 (26648 in this example) and 4 (26650 in this example) to create the cut lines for the remaining 1021 pieces.

Confirm the cutting plan by pressing the Validate button

Production recording

Start the mater tag

The Cutting plan section is displaying the requirements defined in the cutting plan screen

You can use each line to create one or more bundles.

Example with line 3.

Total required pieces for line 3 is 137 pieces

We can create one bundle of 137 pieces

In this case the you can see that we created 1 (one ) bundle from the line 3

Or we can press the WIP button 3 times and create three bundles

After pressing the WIP the first time change the pieces to 50

Right-click on the Weight field and press “Recalculate By Pieces”

The Weight is now calculated for 50 pieces

Press the WIP button again and create the other bundles for line 3

Create the required bundles

You can see that there are 3 (three) bundles created from the line 3

After creating all the required items continue normally, post the WIP items and complete the production order.

Production Scheduling and Execution

Create/Maintain Work Center Scheduling Overview

The scheduling function coordinates and sequences the flow of production orders through the system, and balances the workload on machines and personnel, departments, and the entire plant.

The scheduler selects the production orders by criteria:

• new production orders
• all production orders within a time frame
• add orders to an existing production order

Production scheduling is the allocation of resources and the sequencing of tasks to produce material. Production scheduling estimates the time each job starts and completes on each machine, as well as any additional resources needed.

Production scheduling directs the production process by:

• Increasing customer satisfaction by meeting customer demand in a timely fashion.
• Enabling the right material in the right quantity at the right time in the right place.
• Lowering product and asset inventory levels by re-examining current processes by better balancing supply with demand.
• Integrating processes and technology to enable near seamless digital information transfer and sharing across the entire value chain.
• Maximizing production assets by scheduling and sequencing production orders to improve productivity.

Create/Maintain Work Center Scheduling System Procedure

1. Select Work Center to Schedule

Menu Path: Production ? Scheduling ? Manual Production Orders Scheduling

Step by Step Instructions:

1. Enter the Work Center or double-click in the Work Center field to select the appropriate work center from the list of values.
2. Click the Query button to populate the fields.

Production Scheduling

1. Click the Change checkbox, this allows only one user to change the schedule at a time. The other users will only be allowed to view the work center.

If nothing is scheduled for the selected work center, double-click in the Start time for 1^st seq (optional) field and select the date, click the Recalculate Entire Schedule button.

Only Confirmed Production Orders can be scheduled.

2. Synchronize the Schedules

Step by Step Instructions:

1. Synchronizing the schedule allows the user an understanding of when the production orders will be processed and where the work centers are on their schedules.
2. Double-click in the Start time for 1^st seq (optional) field and select the date, click the Recalculate Entire Schedule button.

3. Schedule Production Orders

Step by Step Instructions:

1. Refer to the Unscheduled portion of the screen.

1. Highlight the Production Order in the Unscheduled block.
2. Click the Add to Schedule button. This will move the Production Order to the Scheduled block.
3. If the user wants to insert a production order to the top or between production orders that have already been scheduled, type the Seq # into the Seq # field before clicking the Add to Schedule button.
4. The following is the same for Scheduled or Unscheduled. When the user highlights a production order line item the corresponding sales order information is in RED
   in the block below.

1. The above tabs from the scheduled production are informational tabs, Key Dates, Input Product, Output Product, and Next WC.

1. Click the Save button on the main toolbar.

Placing the Production Order in Hold or Unconfirmed State?

• Production Orders in a Hold state cannot be scheduled. Exceptions: HDOC hold or Hold for documentation.
• Production Orders that are scheduled can be placed on a Hold or Unconfirmed State.
• Right click the Prodord ID and select Production Order from the menu list.
• Click the Hold or Revise button to place the production order in the hold or unconfirmed state.

Scheduled Sales Order changed to On Hold?

• Multiple sales orders or one sales order on a Production Order ID and a sales order is placed on hold in the system, the system places the entire production order on hold.
• The Production Scheduling screen changes the Prdord State from Confirmed to On Hold and it also turns the Prdord State, Prdord ID and Ship To Name fields a bright Yellow.
• The Production Order can not be started in Production Recording until the Sales Order is removed from Hold and the Production Order is changed form On Hold to Confirmed.

• Once the Sales Order is removed from Hold right click on the Prdord ID and select Production Order from the list of values.

• In the Build Production Orders screen, click the Revise button to change the State to Under Revision.

• Click the Processing Plan button to open the Cutting Plan.

• Click the Validate button to validate the Production Order.
• Click the Confirm Production Order button.
• Close all the screens to go back to the Scheduling screen, click the Query button to re-query the schedule. The Production Order does not have to be scheduled.

Can the job run “on-time” on selected work center?

Change Work Centers

• Make sure the Prodord ID is not scheduled. To un-schedule the Prodord ID, double-click in the Work Center field in the Production Scheduling screen and choose the work center where the job is scheduled.
• Click in the box next to Change to lock the work center.
• Click the Red X next to the Prodord ID to un-schedule the job from the work center.
• Click the box next to the Change box to unlock the work center.
• Double-click in the Work Center field
  and choose the work center where the job will be re-scheduled to, click the query button.
• Click in the box next to Change to lock the work center.
• Refer to the Unscheduled block.

• Double-click the Process Code field and select the appropriate process code from the list of values.
• Select the radio buttons to include All Orders and All Work Centers.
• Select the Prodord ID from the list and click the Add to Schedule button.
• The production order is now scheduled to selected work center.
• Click the box next to the Change box to unlock the work center.

Buildup Production Orders on the Scheduled Work Center

• Buildup Production Orders are created using 2 or more input tags. The first tag is the tag(s) that requires more material to be added to it for the correct piece count. The second tag is the tag(s) that will be processed to add to the buildup tag.
• When looking at the Production Scheduling screen the input Pcs field shows the piece count of both tags. Example: there are 2 tags on the production order 643676 one tag with 85 finished pcs, this is the tag that requires a build up and one tag with 1 piece this is the coil used to cut material for the buildup.

Late Sales Orders

• The SOI Ship Date turns Yellow if the sales order is late.

Printing the Cutting Plan

• In the Production Schedule screen, (scheduled section) right click on the Prdord ID and select Cutting Plan.

• Click the Print button.

• Choose the Destination for the report. This can be to the screen or a printer.
• If the user selects to print the report a printer must be selected.

• Double-click the Printer field and select the appropriate printer.
• Click Run Report.

1. Exit the screen.

Revising the Production Order thru the Scheduling Screen

• Right click on the Prodord ID and select Production Order from the list of values.

• The Build Production Order for the selected Prodord ID screen opens.
• Click the Revise button to change the State of the selected Prod Order ID to Under Revision.
• Click the Processing Plan button to open the Cutting Plan.

• If making changes to the Cut Lines select highlight the appropriate tag number and make necessary changes to the Cut Lines.
• It is not necessary to delete Cut Lines when removing a Master Tag. To remove a Master Tag and all associated Cut Lines. Select the Master Tag by clicking the checkbox next to the tag and click the Remove Reservation button.
• Complete all revision. Click the Validate button to validate the production order.
• It is recommended that after any or all revisions to reprint the Cutting Plan.

• Click the Print button.

• Choose the Destination for the report. This can be to the screen or a printer.
• If the user selects to print the report a printer must be selected.

• Double-click the Printer field and select the appropriate printer.
• Click Run Report.

• Exit the screen.

Grouping Requirements by selected fields

Step by Step Instructions:

1. Sorting – click the 1/10 button on the main toolbar.

1. In order to group the outstanding production orders the sorting feature of SEMS will provide a convenient way to list orders by any of the sorting criteria

1. Once the user chooses the sorting feature it can be saved as a user default. Every time the user opens the sorted screen it will sort in that sequence.

Menu Path: BPM ? Business Partners

1. Click the Enter button on the main tool bar to enter into query mode.
2. Enter the Vendor Pay To number (ie 300352) in the Code field or double click in the Code field and choose the Vendor Pay To.
3. Click the Vendor Profile button. The vendor profile screen opens

1. Refer to the Order From tab.
2. Click in the Order From field and enter the Order From number staying in numerical sequence (ie. 300352-002).
3. Click in the Name field and enter the Order From name.
4. Click in the Short Name field and enter the Order From short name.
5. Click the Details button.

1. Enter the Address information in the Order From Details screen.
2. Click the Save button on the main toolbar.

Will Mill Certifications be entered for the newly created Order From Vendor?

Menu Path: BPM ? Business Partners

• Click the Enter button on the main toolbar to enter into query mode
• Enter the Vendor Order From number (ie 300352-002) in the Code field or double click in the Code field and choose the Vendor Order From

• Click to check the Steel Mill? Check box
• Click the Save button on the main toolbar

  Mill Certifications can now be associated to this Vendor Order From.

Will the Vendor Order From be used in Price Agreements?

Menu Path: BPM ? Business Partners

• Click the Enter button on the main toolbar to enter into query mode
• Enter the Vendor Order From number (ie 300352-002) in the Code field or double click in the Code field and choose the Vendor Order From
• Click the Vendor Profile button

• On the Vendor Profile screen, check the PA’s & Mill Frt Rts check box
• Click the Save button on the main toolbar

Price Agreements and Mill Freight rates can now be associated to this Vendor Order From