1. Enterprise Material Transfer
Spring 2017 MWUG
Carlos Colmenares

2. 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

3. 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.

4. 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

5. 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

6. 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

7. 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

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

9. 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

10. 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

11. 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?

12. 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

13. QUESTIONS Carlos Colmenares
Principal Consultant, Sungate Solutions Inc.
(765)