1. California User Group October 11, 2011 Santa Barbara, CA Paul Rubin Advanced Repetitive – Advanced Tools for Managing WIP

2. AGENDA Introduction Overview of Adv Rep & WIP Visibility & Valuation Management / Processing Lot/Serial Tracking & Traceability WIP Lot Trace Q&A

3. Setup Advanced Repetitive Enabled – 18.22.24 Item with M or L code – 1.4.7 or 1.4.17 Routing Required- 14.13.1 or 14.13.2 BOM with Operation Step - 13.5 Operation Cost Calculation - 14.13.17 Item on Production Line – 18.22.1.1 Employee created – 2.7.1 Can create location = work center - 1.1.18

4. Routing Maintenance - 14.13.2

5. Milestone & Non Milestone Operations Must report production at milestone All previously non milestones are backflushed at next milestone

6. WIP Queues Input Queue Output Queue Reject Queue

7. Product Structure Maintenance – 13.5 Required for Adv Rep backflush

8. Cost Roll Ups Routing Cost Roll-Up – 14.13.13 Product Structure Cost Roll-Up – 13.12.13 Operation Cost Calculation – 14.13.17

9. Operation Cost Report – 14.13.19

10. Repetitive: Using it

11. Processing Backflushing Rejects Rework Scrap Move Subcontract Shipper

12. Backflush – 18.22.13

13. Rejects Can report during backflush: 18.22.13 Can report at non – milestones: 18.22.16

14. Strategic Information Group Copyright © 2007 Reject during Backflush – 18.22.13 Rejects can be entered during backflush transaction with up to 10 reason codes and are included in the Qty Processed. The rejects are placed in the Reject Operation queue indicated in Reject To Op.

15. Strategic Information Group Copyright © 2007 Reject Transaction – 18.22.16 Rejects can be entered for non-milestone operations; up to 10 reason codes can be entered by checking Multi Entry box

16. Rework Can rework previously rejected items 18.22.17 Can charge labor and/or issue additional components

17. Strategic Information Group Copyright © 2007 Rework Transaction – 18.22.17 The Qty Reworked is required. You can enter rework hours and issue additional components. However, no automatic backflushing takes place.. If you used additional components, check Modify Backflush. You can modify the default Operation an Queue reworked items to be moved to.

18. Strategic Information Group Copyright © 2007 Rework Transaction cont. Select items which were used and appropriate quantities

19. Strategic Information Group Copyright © 2007 Move Transaction – 18.22.19 Move Transaction (18.22.19) transfers quantities from an operation’s output queue to the following operation’s input queue. For the final operation, items are moved to finished material inventory. Must be used with Subcontracting PO’s where serial or lot number required on inventory receipt or when final operation item are reworked.

20. Sub Shipper Maintenance – 18.22.5.5 Moves item from output queue of previous operation to input queue

21. Sub Shipper Issue – 18.22.5.11 Enter in Ship-From (Site) and Shipper ID; this process any previous non milestone operations and moves the quantity to the input queue of the subcontract routing operation.

22. Scrap Can record during backflush: 18.22.13 Can record out of queue 18.22.18

23. Strategic Information Group Copyright © 2007 Scrap Transaction – 18.22.18 Use Backflush Transaction (18.22.13) for most of your scrap reporting. It backflushes the scrapped units and records all costs at the operation. Use Scrap Transaction (18.22.18) to scrap or remove quantities from any queue of an operation without backflushing.

24. WIP Inventory Management See inventory in operation queue’s in WIP Status Inquiry (18.22.13) or WIP Status Report (18.22.4.11) See WIP Valuation Report (18.22.4.13) for inventory $ Can adjust WIP inventory in 18.22.21 (change quantities in one of the queues)

25. Strategic Information Group Copyright © 2007 WIP Status Report – 18.22.4.11 The WIP Status Report shows the quantities and activities in the various queues

26. Strategic Information Group Copyright © 2007 WIP Adjust Transaction – 18.22.21 Use WIP Adjust Transaction (18.22.21) to adjust quantities at an operation’s input, output or reject queues. Change to correct quantity. Similar to cycle count transaction.

27. Lot/Serial Traceability * Required if Lot/Serial field is L or S in 1.4.5 * Modify Backflush frame appears in 18.22.13 and requires lot/serial number to process the transaction - This is for components; receipt screen for parent * Serialization traceability requires one for one * Work Orders vs. Advanced Repetitive * Lot Trace Reports - Lot Transactions by Date - Lot Actual Bill Inquiry

28. WIP Lot Trace * Part of Pro Plus Functionality * Ability to track lot/serial numbers within a cum order or work order including multiple lots at subcontractor * Flexible registration to track what components and what operations * Cannot be used to track at Non Milestone Operations * Control of combining or splitting lots

29. WIP Lot Trace - continued * Can restrict the size of lots * System assigned lot/serial numbers from Number Range * Can trace lot references * WIP Inventory Reports * WIP Traceability Reports

30. WIP Lot Trace Setup

31. Registering Routing Exceptions

32. Registering BOM Exceptions

33. Using WIP Lot Trace * Destination Work Center and Machine * Recording Lot Input and Issue Data

34. Destination Work Center and Machine

35. WIP Lot Input and Issue Data

36. WIP Lot Output and Receipt Data

37. Reporting Reject Data

38. Reporting Scrap Data

39. Additional WIP Lot Windows * Recording Rework Data * Recording Lot Move Data

40. WIP Lot Reports * WIP Lot Inventory Status Report * Item Lot Ship Transaction Report * WIP Lot Convert Transaction Report * WIP Lot Non-Convert Transaction Report * WIP Lot Inquiry * WIP Lot Where Used Report * WIP Lot Actual Bill Report

41. Inventory Status Report

42. Summary Advanced Repetitive provides for tracking of WIP inventory. Allows rejects, rework and scrap. WIP Lot Trace provides additional functionality for traking and managing lots within a cum order or work order.