Pick List

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun Ultriva Project Manager Supporting Ultriva from the beginning

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future The next webinar will be Thursday, September 18 th at Noon Central We are doing the demos in Ultriva Version 7.6 and higher 3

Pick List – Agenda Go over what the Pick List is used for and go through how it works We will have a couple of short surveys throughout this webinar and will give you the results 4

Pick List – General Info 5 The Pick List is used to streamline the flow of the Raw Materials within the plant Increases the inventory accuracy It is a 2 loop system – Raw Materials Example:  The first loop is set up between the Raw Materials Warehouse/Workcenter and the external supplier  The second loop is set up between the Assembly or Subassembly lines and the Raw Materials Warehouse/Workcenter using the same item number

Assembly or Sub Assembly Pick List Flow – Raw Materials Loop Raw Materials External Supplier ReleaseShip Assembly or Sub Assembly

Pick List - Terms Pick Card - the On Hand card in the Raw Materials Workcenter from the supplier Ship card – the In Process card Released to the Raw Materials Workcenter 7

Pick List - Configuration Pick List Sorted by Item, Card ID, or Location Code Pick List Material Selection - FIFO, or FIFO - No Repacking (can also be set at the Supplier Item Level) – Items in the Loop with the external supplier should be set to Empty Box especially if using the FIFO configuration option – Turn on Auto Accept for the Raw Materials Workcenter 8

Demo 9

Finished Goods Warehouse / Mfg Plant Pick List Flow – Distribution and Finished Goods Distribution Center Customer ReleaseShip Customer

Auto Pick List Settings 11

For Additional Information 12 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket