Enterprise Material Transfer Spring 2017 MWUG Carlos Colmenares

AGENDA Enterprise Material Transfer How EMT contributes to your bottom line Business models eCommerce Setup Execution Shipments Other tidbits Decisions, decisions In a nutshell Questions

ENTERPRISE MATERIAL TRANSFER Fulfill customer demand by selling purchased parts Discrete sales orders and purchase orders Sales orders have to be confirmed Material orders if SSM is installed Sales orders and purchase orders are linked Items are not transformed MRP is not required Use EDI to automate communication Leverages standard sales orders, invoicing, accounts recievables, purchase orders, accounts payables, taxes, Intrastat functionality.

HOW EMT CONTRIBUTES TO YOUR BOTTOM LINE? Streamlining the fulfilment of sales orders for purchased items. Items might also be used for manufacturing Avoiding conflicts with MRP planned supply Automating direct shipments Possible scenarios Intercompany sales Maquiladoras OEMs with exclusive tooling

BUSINESS MODELS Standard Multi Level QAD SITE QAD SITE CUSTOMER SUPPLIER Purchase Order Sales Order Shipment Sales Order CUSTOMER QAD SITE Purchase Order Shipment SUPPLIER

ECOMMERCE Optional in standard EMT, required in multi- level EMT Supported transactions 850 - Orders 860 – Order changes 855 – Order acknowledgements 856 - Shipments Use eCommerce manager to automate document processing Can also regular EDI processing

SETUP Suppliers Sites Customers Items Sales Order Control Create company addresses Customers Items Setup item cross references Sales Order Control Enable EMT Define order to determine EMT Purchasing Order Control eCommerce

EXECUTION CUSTOMER QAD SITE (PBU) SUPPLIER (SBU) TRANSHIPMENT DIRECT SHIPMENT CUSTOMER QAD SITE (PBU) SUPPLIER (SBU)

SHIPMENTS Direct Shipments Trans-shipments SBU ships directly to Customer RCT-PO triggers ISS-SO Automatic RCT-PO from ASN/PO Shipper Trans-shipments SBU ships to the PBU PBU can add value or packing material PBU ships to the customer Invoicing is not part of EMT Regular invoicing procedures apply

OTHER TIDBITS Dates Modifying EMT orders PBU Due date: Input data Promise date depends on shipping method Direct Shipping: Due date + Shipping LT Transshipment: Due Date + PO LT + Inspection LT + Shipping LD + Customer Shipping LD SBU Promise date = PBU Due date Dates are only calculated at order creation Modifying EMT orders Depend on the status of the order You can mass change SBUs Break the link between the EMT SO and PO

DECISIONS, DECISIONS Direct shipments or transshipments? Dedicated inventory site for EMT? Auto-confirm EMT Sales Orders? EDI Orders only, multi level EMT Supplier Pricing? List price Markdown Direct allocation of inventory? Suppliers use QAD – conditions apply! Auto-receipt of POs? How to manage order changes?

IN A NUTSHELL EMT streamlines the Purchase to Sell model Minimizes order maintenance Coexists with MPS/MRP planning Doesn’t require MRP Links Sales Order and Purchase Orders EDI provides an additional level of automation Supports complex supply chain models One or more business units Direct shipments or trans-shipments

QUESTIONS Carlos Colmenares Principal Consultant, Sungate Solutions Inc. ccolmenares@sungate-solutions.com (765) 215-6292