1. “What’s new from R6 to R7, to R9 ……”
The Latest in XA PM – R9
“What’s new from R6 to R7, to R9 ……”
XA Procurement Management
Rod Fortson – CISTECH, Inc
Sr. XA Process Consultant & Certified IFM/AM, Costing & ERP
“The Mapics Experts”

2. PM – New functions Application Settings
Code File Maintenance/Master files
Purge/Reports/Mass Update item Level
Buyer – Item Revisions
EPDM- Item Revision / Implementation Status
Enhanced Vendor Maintenance
Purchase Request and Requests (with History)
Online PO Variance
Attachments & maintenance history to history
Ship Notices
Debit Memo’s
PO Tasks – IDF Level 1 Options

3. Application Settings

4. Application Settings Does not require dedicated mode. User Access
New Security

5. Purchase Master File Objects
Files can be maintained from Powerlink

6. PO Close & Purge Select a range Select individual Normal Close
Force Close
Activate
Undo Close
Close can be reversed

7. Purge from Client
Attachments & maintenance history to history

8. Reporting from Client Price Variance Purchase Orders Quotation Request
Quote / Contract Analysis

9. PO Variance and Print Reports
Send – Confirmation TAB
HTML/PDF or Text File – Output Tab

10. Quotation Requests & Contracts Analysis Reports
Send – Confirmation TAB
HTML/PDF or Text File – Output Tab

11. Item Revisions for a Buyer
The Buyer Items option in the Buyers object now displays item revisions, including the current revision and other revisions for each item. For example, from a buyer in Procurement Management (PM), users can now see a list of all items assigned to that buyer and all revisions of those items.

12. Item Status – Impact on PM
With Release 9, every item revision must have an implementation status.
An implementation status can be assigned to more than one item revision.
The Release to purchasing attribute controls whether a requisition or purchase order can be created for an item revision.
The Procurement Management (PM) application uses this status code to determine whether a requisition or purchase order can be created for an item revision.
If the Release to purchasing status is set to Yes, the purchase order creation for the item revision can proceed. If set to No, the purchase order create function cannot process the item revision.
The Release to purchasing attribute provides an additional level of control for which revision of an item is eligible for purchase.

13. EPDM – Item Revision Changes which could impact Purchasing
Stocking UM /Enterprise Item - All revisions of an item within an enterprise will use the same unit of measure for stocking the item.
Inventory code/Enterprise Item -All revisions of an item within an enterprise will be the same classification in inventory.
Unit Cost Default /Site (default value) -The unit cost can vary by revision between and within sites for this item. For convenience, the Unit Cost Default value of the current revision is stored at the Site Item level.
Batch/lot control /Site -All revisions of an item within a site will have the same batch/lot control setting.
Discrete allocations /Site -All revisions of an item within a site will have the same discrete allocations setting.
Inspect-on-receipt /Site -All revisions of an item within a site will have the same inspect-on-receipt setting.
Item type /Site (in some cases) For item types 1-9, the value can vary by revision. The default value is stored at the Item Site level. 0 must be same.
QC (shelf life) /Site- All revisions of an item within a site will have the same QC value
Shelf life days /Site - The default value is stored at the Item Site level, but the value can be overridden within revisions.

14. Purchasing – New Vendor Objects
Vendor Contacts

15. Vendor Contacts
Many Contacts for Vendor
Main in Vendor Master

16. Vendor Enhanced Security
Two new field security categories have been added to maintain separation of duties. The VNDPUR category controls which users are authorized to more than forty PO-related fields in the Vendor object. Another category, PAYMENT, controls about two dozen payment-related fields in the PO and related objects. This field security applies only to the client, not the legacy (green screen) functions. Companies desiring this feature will need to set up security so that the only way for users to maintain vendors, vendor items, POs, buyers and items is through the client.

17. Vendor Graph Card

18. Vendor Compound Card

19. Add Color Schemes to Views by Row or Column
Any PO over $10,000 is highlighted

20. Add Color Schemes to Views by Row or Column
Any PO over $10,000 is highlighted
and the Purchase price is less than $1.

21. Purchasing – New Purchase Request Object
Purchase Order Request
Create/Maintain options

22. Purchase Requests New object on main browser
Ties together requisitions
Like a header
Handle requisitions as a group
Makes entering and tracking requisitions easier
Purchase Request
Buyer: John Doe
Whs: Atlanta
REQ
1 123A 10 Apr 1
ITEM
QTY
DATE
Apr 8
Apr 8
Apr 1
Apr 6
Priority: 1
Contract: 123

23. Purchase Requests From the requisitions Overall status All/Some/None

24. Purchase Requests

25. Requisitions
Purchase Request items are requisitions

26. Purchase Request details card
Default values for new requisitions added to this Purchase Request
Requisitions

27. Benefits Purchase Request is for the requisitioner, not the buyer
No change to buyer’s process
Manage and track requisitions as a group
For order, job, contract
Quick glance shows status
Drill-down to see more

28. PO Variance Now online Choose among comparisons
Inquire into it any time from PO or PO History
Can still print report
Choose among comparisons
Standard vs. Actual vs. Expected

29. PO Variance
Define ‘Standard’…
Comparison cards

30. PO Variance
… and ‘Actual’
Comparison cards

31. Purchasing – New Debit Memo Object
Purchase Order Item Debit Memo
Display/Change options
Vendor Return created from Scheduled receipts/ Creates Debit Memo

32. Shipment Notices
A Shipment Notice is an Advance Ship Notice (ASN) from your vendor of what you can expect
in an upcoming shipment. It may have one or more line items, from one or more purchase orders, and can optionally describe what items are in one or more containers. Since an ASN is what the vendor actually shipped, it makes it much easier to receive a shipment. Instead of looking up POs and doing partial receipts, receiving personnel can simply receive by ASN--the whole thing, one container at a time, or item-by-item.
The system knows what PO line items quantities were shipped, so the PO data is updated properly as receipts are processed.

33. Shipment Notices

34. Shipment Notice Detail
Select from different tabs to view
Information or take an action

35. PO History (Through PM)
Move attachments to history
History order has same attachments open order did
Move maintenance history to history
History shows evolution of PO PO
Hist PO
Hist

36. IDF PURCHASING TASK OBJECT
The IDF Level 1 interface streamlines the access between Power-Link applications and the XA applications.

37. IDF FUNCTIONALITY- XA Development Framework
Provides an integrated flow for users when working with information in both Power-Link and in the functions previously only accessible in the XA legacy applications.
Provides access to the IDF Level 1 tasks related to that application or to the Power-Link functions on the application card.
Allows a user to enter information or to select the options required to perform the task.
An IDF Level 1 application window contains the icons users click to start specific tasks. XA organizes the icons in groups of related tasks. Each task icon starts a specific task.
The IDF Level 1 windows cannot be customized in the same way that Power-Link windows can. Also, some advanced Power-Link functions, such as broadcasting and receiving information among application windows or attaching outside files to application records, are not available for IDF Level 1 functions.
IDF Level 1 does provide an Additional Tasks feature that allows users to add frequently used options to the IDF Level 1 application windows through the Menu Maintenance function in Cross Application Support

38. IDF – Other Procurement Tasks

39. IDF – Other Procurement Tasks

40. Get All of Your Questions Answered