Functional Workshop / Training Part 2 Pick Lists Session Name: Functional Workshop/Training. Part 2 Session ID #: PBAV211-3 Presented by James Balt 11/09/11 Title slide [from Title Slide master] The title slide is available as a Title Master and the background and graphic elements are fixed. Text is editable for the slide heading and presentation details but the small compliance text exists in editable form only on the Title Master itself. This type area should be used only for the purposes of compliance text and should not be replaced by other content. Font, type size and colours are fixed for the Title Master style and should not be modified. Footer details Footer detail appear in the bottom-left corner of the slide and appear in fixed positions and order. Editing of the Footer details is done by accessing ‘Header and Footer’ under the ‘View’ menu in PowerPoint®. © Invensys 11/01/11 Invensys proprietary & confidential

Invensys Enterprise Control Offerings Corporate Systems Platform IT Corporate Industry Solutions Services: Consulting, Project Execution, Learning, Operational Improvement, Maintenance & Support Partner Ecosystem Software Applications Invensys and Third Party Collaboration Platform Integration and Manufacturing / Production Operations Automation Invensys and Third Party As you heard in the opening sessions, addressing the need to move to Enterprise Control is critical for all organizations today as they look to optimize their business performance. By way of a quick reminder, at the simplest level, Enterprise Control is achieved by integrating the two major Manufacturing/Production Operations capabilities with your corporate systems and embracing the IT platform that is already in place. Invensys enables the creation of your Enterprise Control system by providing: a single integration platform that brings together the two operations components and integrates tightly with your existing IT infrastructure. This platform allows you to align Invensys and non-Invensys offerings a wide range of leading hardware and software and solution offerings at the automation and production software levels, extended by offerings from our extensive partner ecosystem proven expertise in designing, implementing and supporting complete Enterprise Control solutions, beginning with consulting services to help you identify the opportunities within your organization and deliver an execution plan Enterprise Control System

Where The Offerings We Will Discuss Fit Within The InFusion Enterprise Control System Integration & Collaboration Platform Enterprise Integration Workflow Open Device Web Portal Application Toolkit Historian Third-Party Offerings Software Applications Execution Manufacturing Execution Systems Batch Enterprise Asset Management Mobile Workforce Management Performance Enterprise Manufacturing Intelligence Performance Measurement and Reporting Visualization Quality Asset Performance Optimization Operator Training Design Advanced Process Control Simulation / Optimization Control DCS PAC SCADA HMI Safety Safety Instrumented Systems General Purpose Safety Turbomachinery Control Measurement & Instrumentation Controllers Recorders Automation Software Applications In it’s fullest form, an Enterprise Control System brings together a large number of functional capabilities. For the purposes of this presentation, we’ll be focusing on the component that you see highlighted, but it is important to note that all these offerings, both Invensys and 3rd party, can be an element of an Enterprise Control System.

Functional Workshop / Training Part 2 Pick Lists Pick Lists Communicate material requirement needs/timing to stores Created automatically through: Catalog request function when work order added to backlog Pick List Processor Created manually from: Work order/task Entity/Standard parts list Schedule Catalog request worksheet . Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Pick List Processor Automatically suggests, prints, or issues eligible pick list lines Pick List processor business policy allows definition of PL line eligibility by number of days to material requirement Functions performed by Processor Processing interval for the Pick List Processor (# of mins) Processor re-evaluates outstanding PL lines when items received into inventory . Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Avantis determines inventory classification from which the item should be picked Based on inventory classification rules Avantis reorders PL into logical picking sequence Based on Pick method, Area number, Bin location Optional grouping of items by storeroom Based on business policy Posting of pick list creates issue transaction and updates inventory Balance on Hand Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Pick list line can be updated without being opened Charge and delivery information is prompted from one line to the next Pick list line can be added to an open pick list for the same work order if the pick list has not been: Modified Printed Issued Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Pick Lists – Multi-site issues Administering site of pick list summary is defined at creation If created from a desktop, administering site = session site If created from a catalog request from a planned work order, administering site = inventory classification’s storeroom’s site If created from a manually-created catalog request, administering site = site of storeroom on catalog request Pick list lines must all have same site as the pick list summary Separate pick lists must be used if storerooms on individual lines are not in the same site Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Pick Lists – Multi-site issues (Continued) If the “Items will be picked and issued from a single storeroom” option on pick list summary is selected: If requestor’s department has a storeroom source list, drop down displays storerooms on source list whose site matches pick list’s administering site If there is no storeroom source list, drop down list shows storerooms with same site as the pick list administering site and to which the user has authority, Drop down list is blank if there is no source list or no storerooms with the administering site Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Picking Process Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Printing the Pick List Printing of the pick list triggers organization of the PO lines into a logical picking sequence Avantis determines inventory classification and site from which the item should be picked Classification ranking is defined in Inventory Classification value list Avantis determines quantity that should be picked includes only those lines with a “quantity to pick” > 0 Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Picking Sequence System organizes items into the most logical picking order when: User selects the Suggest Picking Instructions option Used for reviewing the pick list without printing it User prints the Pick List Picking sequence is organized by storeroom, then by: 1) Ascending pick method 2) Ascending area number 3) Ascending bin location Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Picking scenario Storeroom Layout Picking Order = 1. Pick Method (e.g. hand) 2. Area Number 3. Bin location (Row number + bin number) All items are hand picked Area # Location # 2 A6 5 B14 8 C10 8 C12 11 B3 26 G6 31 H12 Start Area Number Row Number Bin Number

Functional Workshop / Training Part 2 Pick Lists Automatic issue of pick list lines Pick list can be automatically issued if it contains at least one line with a “quantity to issue” > 0 Selection of “Issue as picked” option generates an issue transaction for each line with a quantity > 0 Issue transactions are created, saved and posted Transactions which cannot be posted are rolled back and an error message displays Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Manual issue of pick list lines User can manually issue a pick list line even if the “quantity to issue” = 0 User has the ability to indicate if item is not available for issue A new issue form can be launched from: Desktop Transactions cabinet Another transaction Pick list/line Text slide, with title and body text [from Slide Master] This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes. The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type: Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph. Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph. Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph. Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph. Within standard body text, subheads are set in Verdana Bold at the same size as the body text. Advancing through the text levels To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®. While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

Functional Workshop / Training Part 2 Pick Lists Demonstration. Numbered text slide [from Slide Master] Numbering can be activated from the button on ‘Formatting’ toolbar in PowerPoint®. The numbering style which you get as a default may not always be the correct format or colour; all numbering should be coloured Green [from the colour palette] and in Verdana Regular.

Functional Workshop / Training Part 2 Pick Lists Questions? Numbered text slide [from Slide Master] Numbering can be activated from the button on ‘Formatting’ toolbar in PowerPoint®. The numbering style which you get as a default may not always be the correct format or colour; all numbering should be coloured Green [from the colour palette] and in Verdana Regular.

Functional Workshop / Training Part 2 Pick Lists Session Name: Functional Workshop/Training. Part 2 Session ID #: PBAV211-3 Presented by James Balt 11/09/11 Title slide [from Title Slide master] The title slide is available as a Title Master and the background and graphic elements are fixed. Text is editable for the slide heading and presentation details but the small compliance text exists in editable form only on the Title Master itself. This type area should be used only for the purposes of compliance text and should not be replaced by other content. Font, type size and colours are fixed for the Title Master style and should not be modified. Footer details Footer detail appear in the bottom-left corner of the slide and appear in fixed positions and order. Editing of the Footer details is done by accessing ‘Header and Footer’ under the ‘View’ menu in PowerPoint®. © Invensys 11/01/11 Invensys proprietary & confidential