NOMS

Warning: This is an incomplete guide.

The purpose of this guide is to gather together all information regarding NOMS processes, NOMS-specific screens, generic required screens and their usage.

Administration

Users

Warning: This is an incomplete guide.

This screen provides a quick and simple way of creating and maintaining users in the system.

Note: It is always recommended to use the full User Maintenance screen for full functionality (FXMUSER).

Maintenance

Prerequisites

Warning: This is an incomplete guide.

Setup and enabled warehouse code (and associated configuration)

Warehouse?

STKPRCC02A - Product Class Maintenance

This is the product class maintenance screen.

Here, you may select existing product class information or enter new product classes through optionally entering:

• Range
• Class
• Category
• Group
• Sub Group

Then, when the Select button is hit, this will display the matching data in the tables below. These are split into two tabs:

Main tab:

This displays the found product classes and details such as:

• Description
• Range
• Class
• Category
• Group
• Sub Group
• Sales Tolerance
• Rounding
• Include in PO
• Promotion: A button which shows any promotion on the sale of products in this class.

You may modify or enter into this table.

When data is found or entered, you may click the Promotion button against the line to view or enter promotions against the product class selected.

You may also view or enter promotions that apply to any product class, using the Global Promotions button at the bottom of the screen.

Both work similarly and show the Promotions window:

Here you can see all promotions associated either globally or to a particular product class.

You may enter:

• Warehouse ID
• Promotion Type: Select the type from a DDL of Seasonal or Promotional.
• Promotional Description: A description of the promotion as required.
• Date From/To: The applicable date range to the promotion.
• Freeze Flag: Whether the promotion is to be temporarily frozen from this point.
• Freeze End Date: If frozen, the date that the freeze ends.
• Profile

When entered or amended, use Save to save the changes.

Daily Cover tab:

This displays the cover you have for that product class by workshop.

Here you can maintain the cover per day for the assigned product class. You may enter:

• Workshop: The workshop ID. An LOV is available.
• Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday: The cover per day.

When entered or amended, use Save to save the changes.

STKSTOC03 - NOMS Stock Maintenance

This is the NOMS-specific product maintenance screen.

Here, you may select existing product class information or enter new product classes through optionally entering:

• Range
• Class
• Category
• Group
• Sub Group
• Stock Code
• Warehouse ID

Then, when the Select button is hit, this will display the matching data in the tables below. These are split into two tabs:

Stock View tab:

This displays the found product classes and product details such as:

• Range
• Class
• Category
• Group
• Sub Group
• Stock Code
• Description
• Case Factor
• Live Indicator
• Promotions: A button which shows any promotion on the sale of this product.

When data is found, you may click the Promotion button against the line to view or enter promotions against the product selected.

This shows the Promotions window:

Here you can see all promotions associated to a particular product.

You may enter:

• Promotional Description: A description of the promotion as required.
• Promotion Type: Select the type from a DDL of Seasonal or Promotional.
• Date From/To: The applicable date range to the promotion.
• Freeze Flag: Whether the promotion is to be temporarily frozen from this point.
• Freeze End Date: If frozen, the date that the freeze ends.
• Profile

When entered or amended, use Save to save the changes.

Stock Warehouse View tab:

This displays stock warehouse information per product.

You can change:

• Order Demand Status
• Order Full Pallets
• Live Indicator
• Promotions: A button which shows any promotion on the sale of this product. This is the same as the Reservations button above.
• Reserved: A button which shows any reservations on the sale of this product.

When amended, use Save to save the changes.

The Reserved button shows the reserved Po Qtys for that product:

Here you can enter

• Date From: The start of the reservation. This may not be before today's date.
• Date To: The end of the reservation.
• Reserved Qty.

When entered or amended, use Save to save the changes.

Stock Maintenance (STKSTOC01B)

This form and all the tabbed sub screens carry all the product level configuration settings.

Stock Maintenance - Main Tab

First group of general product details.

Field Name	Description	Options	Generic Value
Owner **	Owner code the product is to be created against (the description will default to that setup in owner maintenance)	Must have been created in owner maintenance and be assigned to the current login id (will default to common) - LOV available	Defined by the client
Stock code **	The product code you will be creating	20 character free text field	Defined by the client
Description **	The description of the product you are creating. This description will appear on pick lists and receipt notes etc	30 character free text field	Defined by the client
Description 2	An additional description for the product	30 character free text field or left blank	Blank
Description 3	An additional description for the product	30 character free text field or left blank	Blank
Size	The size if required of the product	10 character free text field or left blank	Blank
Product Range **	The product range this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Class **	The product class this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Category **	The product category this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Group **	The product group this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Sub-Group	The product sub-group this product is grouped under		Defined by the client
Unit of Measure 1 **	The first (smallest) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Unit of Measure 2 **	The second (main) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Unit of Measure 3 **	The last (pallet) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Factor (uom1 to uom2) **	The quantity of uom1 within uom2	0-9999999	Defined by the client
Factor (uom2 to uom3) **	The quantity of uom2 within uom3	0-9999999 - NB - the two factors together cannot exceed 9999999	Defined by the client
Stocking Unit of Measure **	The default warehouse storage unit of measure - this will determine what quantities of goods are stored at receipt	Must already be set up in unit of measure maintenance and must be one of the three units of measure setup for this product - will default to UOM2 - LOV available	Defined by the client
Sales Kit	Determines whether the product will be a kit master, a component or not part of a kit	Both, No, Yes or Blank - will default to No	No
Convert Units	If goods are to be broken up in cases and units, determines whether a product will be 'exploded' from units into cases at order entry	Enter, Grams, Kilograms, Yes, No or Blank - will default to No	Defined by client
Product Status **	Determines whether the product is available for processing or not	A - Active (can be used for IB and OB) I - Inactive (cannot be used for processing) R - Redundant (can only be used for orders until all stock is cleared down) N - New (can only be used for receipts)	Defined by client
Product Type **	Specifies a product type against the current stock code	Must have been previously setup in product types maintenance - LOV available	Defined by client
To Transit	Allows an additional unit of measure to be assigned to a product to allow receipts of more than 9,999,999 - based on unit of sale 'I' for impressions	0 - 9999999 - note, cannot exceed the combination with factor 3 (not yet migrated)	NA
Net Weight	Net weight of the product	0 - 999999.99 or left blank	Defined by client
Net Weight UOM **	Default weight format. Defined in the base_uom table	Left blank or LOV to select a valid value	Defined by client
Tax Code **	Defines the default VAT rate for the product	Must have been set up in vat rates maintenance - LOV available	Defined by the client
Gross Weight	Gross weight of the product	0 -999999.99 or left blank. If entered, must be greater than net weight	Defined by the client
Gross Weight UOM **	Default weight format. Defined in the base_uom table	Defined by the client or left blank	Defined by the client
Normal Supplier **	Default supplier this stock code will be received from	Must have been created in partners maintenance for this owner - LOV available	Defined by the client
Pallet Type **	The default pallet type this product will be stored on - note this will work in conjunction with the factors of stock to work out how may pallet a quantity of cases equal to	Must have been created in pallet types maintenance - LOV available	Defined by client
ABC Code	Denotes whether a product is fast moving or not. Can be used for stocktaking purposes	1 character free text field or left blank	Defined by the client
Country of Origin **	Country code from where the stock was received from	Must have been created in countries maintenance - LOV available	Defined by the client
EAN Code	Specifies an EAN number for the product code	30 character free text field or left blank	Blank
Bonded **	Denotes whether a product is bonded or not	Y or N	N
Auditing **	Determines whether a history of any changes to the product is required	Y or N	N

Button	Description
Copy Item	Will copy the stock code
Notes	Allow view and entry of notes

Stock Maintenance - Further Stock Tab

Second group of general product details.

Field Name	Description	Options	Generic Value
Lot Traceability **	Determines what kind of rotation traceability you want for this product. This setting will prompt for this information at receipt	D - Customer Batch F - No Customer Batch G - System Generated M - Manually Generated S - Sell by Date O - Manual Override P - Production Date T - Tea Garden Invoice N - No Rotation Note: lot traceability cannot be changed where there is on hand stock for the product	G
Allocation Sequence **	Allows the user to specify in what priority order allocation will take place for this product	A - Allocate by Age C - Customer Batch S - System Batch R - Sys Batch in location and pallet sequence B - Sell By Date Note: allocation sequence cannot be changed where there is on hand stock for the product	A
Double Deep Strategy	Dicatates whether multi-deep functionality will be utilised and if so, in what priority	0 - Multi pallet not suggested 1 - Multi pallet prior to std. 2 - Multi pallet after std. 3 - Linked D.Deep prior to std or left blank	0
Putaway Algorithm **	If auto putaway is to be utilised, determines which anchor point this product will use to start the putaway process. Note, there are 5 places to action autoputaway:- Owner Bulk Locations Warehouse Bulk Locations Product Class Bulk Locations Location Class Bulk Locations Product Bulk Locations	See AutoPutaway Section for details	A
Reorder Algorithm	Used for purchase order suggestion (not migrated)	1 - Suppliers review days 2 - Daily replenishment Minm. 3 - Daily replenishment Maxm. 4 - As 1 + On Hand Qty of SW 5 - Required & available diff. Or left blank	Blank
Pick and Box	Client specific packing functionality (not migrated)	C - One Case to a Box N - None (Default) T - Cases to a Box||N
Catch Weight	Determines whether an 'adhoc' weight is to be captured at receipt or outbound - will override stock weight if set - also used for specific functionality	C - Carton Wt. @ Rec/Pick D - Carton Wt. @ Pick only F - Catch Wt. @ Pick Conf. N - No Catch Wt. recording P - Catch Wt. @ Order Entry For settings 'C' and 'D' carton weights are subtotalled to pallet level.	N
Unit of Sale	Denotes an additional unit of measure for the product other than the standard UOM's created in stock maintenance (Main Tab.) Used mainly for reporting purposes (see 'To transit' for factorisation of unit to Impressions)	A -Area I - Impressions L - Length P - Pack Q - Quantity V - Volume W - Weight Or left blank	Blank
Hazard **	Dictates whether a product is hazardous or not. Setting this flag to anything other than 'N' will take you into an additional hazardous details screen	N - No S - In Storage W - In Warehouse Y - Yes	No
UN Number	Hazardous required UN number. Only allowed entry if hazardous flag is other than 'N'	4 character plus single character UN variant - must be already created in hazard maintenance or left blank	Blank
Auto Quarantine **	Determines whether a product will be automatically put on hold at receipt. If Y is selected, the user will be prompted for a reason code and a review period	Y or N	N
Reason Code	The reason code used for stock to be automatically put on hold	Must have been created in reason codes maintenance - LOV available	Defined by the client
Review Period (Hrs)	The number of hours before the hold is released	0 -9999	Defined by the client
Duty Paid Rotation seq	Taken from ware_last_numbers of type ROT - no setup required
Bonded Rotation Seq	Taken from ware_last_number of type ROT - no setup required
Under Age **	The number of days the stock is in the warehouse before it is under age (not migrated) Used in allocation - the system determines if it is under age based on the age of the stock + under age days and if this is greater than current date	0 - 999999999 (displays only 8 digits) will default to zero	Defined by the client
Over Age **	The number of days the stock is in the warehouse before it is over age (not migrated) Used in allocation - the system determines if it is under age based on the age of the stock + over age days and if this is less than current date	0 - 999999999 (displays only 8 digits) will default to zero	Defined by the client
Minimum Intake Life **	If sell by dates are required, determines the minimum number of days the product must be in the warehouse. Allocation will use this flag in conjunction with max intake life and issue life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero	Defined by the client
Maximum Intake Life **	If sell by dates are required, determines the maximum number of days the product can be in the warehouse. Allocation will use this flag in conjunction with min intake life and issue life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero. This must be greater than or equal to the minimum intake life	Defined by the client
Product Strength	The strength of the product if applicable (will print on the pick list when migrated)	2 character free text field	Defined by the client
Issue Life **	If sell by dates are required, determines the actual shelf life of the product. Allocation will use this flag in conjunction with max intake life and min intake life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero	Defined by the client
Case Label	Determines whether case labels are required for the product. Currently only generic case labels are available	Y or N - will default to N	N
Pallet Label	Determines whether pallet labels are required for the product. Currently only generic and Schenker specific pallet labels are available	Y or N - will default to N	N
Back Order	Used in conjunction with product class and other flags, indicates whether this product can be back ordered	Y or N - will default to N	N
EAN	Indicates whether an EAN number is required	Y or N - will default to N	N
Multi Order UOS	Allows the user to enter an additional unit of sale at order entry if required	Y or N - will default to N	N
Internal/External Reorder	Used for automatic purchase ordering (not migrated)	E or I - will default to E	E
Under Warehouse Control **	Specifies whether the product is under full warehouse control (not migrated)	Y or N	Y
FIFO Stock Control **	Will determine at autoputaway whether FIFO will be considered	Y or N	Defined by the client
Non Stock **	Specifies whether the product will actually be stored and monitored as a normal stock item or classed as a 'not in stock' i.e. not to be processed product	Y or N	N
Freezing Details Required **	Determines, if product is to be frozen whether an additional box for freeze details will appear at receipt to capture date/ place frozen.	Y or N	N
Break Case **	If a product is to be processed in both cases and units, specifies whether cases can be broken into units for this product in order to fulfil ordered unit qtys where no units are available at time of allocation.	Y or N	N
Promotion **	Is this a promotional material?	Y or N	N
Temp Controlled **	Specifies whether the product is temperature controlled. This will determine whether special processing throughout the system will be required	Y or N	N
Record Temp	If this flag is checked, the temperature recorded at receipt will be held on the system	Checked or left blank	Blank
Aka Code	An additional 'also known as' field to allow an alternative product code to be used	20 character free text field or left blank	Blank
Max Order Qty	Maximum order quantity	0-9999999
Buttons
Stock Hazard Details	Allows the user to enter specific hazardous information for the product

Stock Maintenance - Physical Attributes Tab

Field Name	Description	Options	Generic Value
Minimum Tolerance	This determines the lowest catch weight value that can be entered at any point throughout the system. This percentage figure may be taken off the exact catch weight entry without error. Subtracting more than this percentage will trip an error condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg, but a Minimum Catch weight tolerance of 10.00% will allow 9Kg to be input.	Any lesser values than this will trip an error condition forcing re-input until the value is within the 10% tolerance range. (not migrated) 0 - 99999 - will default to zero	0
Case Length	The length of the case in the set UOM. The next field will allow you to set the value i.e. CM, IN	0 - 99999999 - will default to zero - UOM will default to base UOM	0
Maximum Tolerance	This determines the highest catch weight value that can be entered at any point throughout the system. This percentage figure may be added onto the exact catch weight entry without error. Adding more than this percentage will trip an error condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg,but a Maximum Catch weight tolerance of 10.00% will allow 11Kg to be input. Any greater values than this will trip an error.	0 - 99999 - will default to zero	0
Case Width	The width of the case in the set UOM. The UOM will be taken from the previous entry	0 - 99999999 - will default to zero - UOM will default to base UOM	0
Low Tolerance	This determines the value at which a warning condition is tripped during catch weight entry. This percentage figure may be taken off the exact catch weight entry without warning. Subtracting more than this percentage will trip a warning condition. Any lesser values than this, up to and including the Minimum catch weight tolerance, will trip a warning condition.	0 - 99999 - will default to zero	0
Case Depth	The depth of the case in the set UOM. The UOM will be taken from the previous entry	0 - 99999999 - will default to zero - UOM will default to base UOM - note however, the combination of the length, width and depth cannot exceed 99999999	0
High Tolerance	This determines the value at which a warning condition is tripped during catch weight entry. This percentage figure may be added onto the exact catch weight entry without warning. Adding more than this percentage will trip a warning condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg, but a High Catch weight tolerance of 5.00% will allow 10.5Kg to be input without warning. Any greater values than this, up to and including the Maximum catch weight tolerance, will trip a warning condition.	0 - 99999 - will default to zero	0
Volume	Calculated field - sums up the length, width and depth of the product	N/A	N/A
No. of Cases/Layer	Normally used for pallet levelling - specifies how many cases per layer	0 - 999999 - will default to std pallet qty, total cases per layer + layers/pallet cannot exceed total cases pallet in main tab	Defined by the client
Layers/Pallet	Normally used for pallet levelling - specifies how many layers per pallet	0 - 999999 - will default to std pallet qty, total layers per pallet + cases/layer cannot exceed total cases per pallet in main tab.	Defined by the client
Capacity Weight	Sets the maximum weight for the pallet for this product. The UOM in the next field will default to the base UOM	0 - 99999.9999 - will default to zero	0
Pallet Equivalent
Layer Height

Stock Maintenance - Accounting Tab

Field Name	Description	Options	Generic Value
Standard Cost **	The standard cost of the product (Purchase Price)	0 - 999999.9999	Defined by the client
Adjustment 1	Any change to the standard cost can be added here - this will affect the retail price value (Fee 1)	0 - 999999.99 or left blank	Blank
Adjustment 2	Any change to the standard cost can be added here - this will affect the retail price value	0 - 999999.99 or left blank	Defined by the client
Adjustment 3	Any change to the standard cost can be added here - this will affect the retail price value	0 - 999999.99 or left blank	Blank
Retail Price	A calculated field. This is a sum of the above four fields - NO ENTRY ALLOWED	0 - 9999999.99 - note - the sum of the above 3 fields cannot exceed this quantity	N/A
UOM	The default unit of measure of the product	Must have been created in unit of measure maintenance or left blank - LOV avail	Blank
Factor	The charging factor placed against the default UOM	0 - 99999.9999 - will default to zero	Blank
Tariff Code
Item Cost Required

Stock Maintenance - Product Sampling Tab

Field Name	Description	Options	Generic Value
No. of Sample Labels **	Enter the number of sample labels to be printed (not migrated)	0 - 999 - will default to zero	0
Standard Sample Unit	Normally entered as the default UOM for the product - however no validation (not migrated)	10 character free text field or left blank	Blank
Sample Quantity **	The qty of UOM to be sent as a sample	0 - 999 - will default to zero	0
No. of Pallets to Sample **	The qty of pallets to be sent as a sample	0 - 999 - will default to zero	0

Stock Maintenance - Client Specific Tab

Field Name	Description	Options	Generic Value
Instructions	The ability to enter instructions for the product to be printed at GRN (not migrated - No entry allowed)	None	Blank
Auto Scrap at GRN?	Denotes whether the product will be automatically scrapped at receipt (not migrated - No entry allowed)	None	Blank
Financial Product Group	Denotes a specific financial grouping criteria for the product (not migrated - No entry allowed)	None	Blank
Restricted Item	Affects later processing in the system - denotes a restricted item (not migrated - No entry allowed)	None	Blank
CAP Flag	Indicates whether or not a product operates under Common Agriculture Policy rules (not migrated - No entry allowed)	None	Blank
Revision Level	Allows extra information to be stored against the product - normally used for hardware type products i.e. v.8.2	10 character free text field or left blank	Blank
PCB Revision	Allows a PCB revision reference to be entered against the product	10 character free text field or left blank	Blank
HAD revision	Allows an HDA revision reference to be entered against the product	10 character free text field or left blank	Blank
Visible on Portal			No
Change Pack Quantity		Yes, No	Blank
Pack Quantity Entry		Automated - 1 UOM, Manual Entry	Blank

Stock Maintenance - Code References Tab

Field Name	Description	Options	Generic Value
External Code	Client specific additional reference to a product - can be used for any client	20 character free text field or left blank	Blank
New Code	Client specific field to allow entry of a new product code	20 character free text field	Blank
Commodity Code	Allows entry of a customs specific commodity code	20 character free text field	Blank
Stock Ref 1
Stock Ref 2

Stock Maintenance - Serial Numbering Tab

This tab screen enables the configuration of a product to enable the capture of serial number details at a carton level at either the inbound or outbound stages.

Field Name	Description	Options	Generic Value
Serial Numbering **	Determines whether serial numbering is required, and if so, how they are generated	0 - Random 1 - Consecutive 2 - None||2 - None
Inbound Serial Number Flag **	Determines whether serial number capture is required at inbound	0 - None 1 - Capture at Receipt	0 - None
Outbound Serial Number Flag **	Determines whether serial number capture is required at outbound, and if so, where. If serial numbers have been captured at inbound receipt or a product then on the outbound they can be assigned, otherwise serial numbers will be captured at outbound.	0 - None 1 - Capture/assign at Pick 2 - Capture/assign Latest at Pack 3 - Capture/assign Latest at Despatch 4 - Capture/assign Latest at POD||0 - None
Capture Extra Details **	If serial numbers are required, is the additional information box required to capture carton level information (i.e. carton level catch weight)	Y or N - will default to N	N
Blind Trial		Y or N	Blank
Serial at Pack Only		Y or N	Blank

Stock Maintenance - Stock Warehouse Tab

This tab screen provides configuration control for a product's warehouse level settings. Note that there can be multiple records for a given product in cases where the product is stored in multiple warehouses.

Field Name	Description	Options	Generic Value
Warehouse ID **	Assigns a warehouse ID for the product. Note, this record MUST be created in order for this product to be available for ordering/receipts	Must have been setup in warehouse maintenance - LOV available	Defined by the client
Minimum Quantity	Used for purchase order suggestion, states the minimum qty that can be in the warehouse before a PO is required (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Maximum Quantity	Used for purchase order suggestion, states the maximum qty that can be in the warehouse (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
On Hand Bond	Calculated field that sums up the total bonded qty in stock for this warehouse - No entry allowed	None	NA
On Hand Unbonded	Calculated field that sums up the total unbonded qty in stock for this warehouse - No entry allowed	None	NA
Weight Received	Calculated field that sums up the total weight of product in receipt	None	N/A
Weight Despatched	Calculated field that sums up the total weight of product sent	None	N/A
Reorder at	Used for purchase order suggestion, states the reorder at qty for a PO to be created (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Reorder Level days	Used for purchase order suggestion, states the maximum qty that can be in the warehouse (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Default Template No	Allows information from a template to be passed into the product record (not migrated)	Must have been created in stock templates maintenance - LOV available - will default to 0	0
Preferred Location Type's	Used to be used within the RF pre advice message - no longer used	4 x 1 character fields or left blank	Blank
Min Cover Days	Used for purchase order suggestion, states the minimum number of days stock must be in the warehouse for (not migrated)	0 - 99999999 - will default to zero	0
Pick Mode	Used at order entry, is related to the pallet levelling functionality. The pick modes set will dictate how pallet levelling occurs	2 digit numerical field - must have been created in pick modes maintenance or left blank - LOV available	Blank
Picking Seq
Cross Dock	If a product is flagged as cross dock, it is then possible to raise an order without any stock and process it to status 5. When the stock arrives at receipt, you can 'cross dock' it and it will automatically allocate to the outstanding order.	0 - Never 1 - Order Sequence with Warning 2 - Customer Sequence with warning 3 - Order Sequence without Warning 4 - Cust Sequence without warning||0
Controller	A client specific reference that can be applied to the product	20 character free text field or left blank	Blank
HTS Code	A client specific customs reference that can be applied to the product for reporting purposes.	20 character free text field or left blank	Blank
Seals **	If this settings is checked as 'Y' a warning message will appear at receipt and packing to state seals are required	Y or N	N
Replenish Level Quantity	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Replenish Amount Pallets	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Replenish Amount Quantity	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Average Cost Base
Stock Locations
Location Type **	Determines what type of location you are setting	1 - Bulk 2 - Pick 9 - Replenish M - Multi	Defined by the client
Order type **	Specifies for what order type the replenishment settings are for, should always set to 'H' Home Use	There are currently a range of options, non of which are currently supported	H - Home Use
Location Code **	The location code to be used as the default for this product	Must have been created in location codes maintenance and be a valid use type against the /replenish type - LOV available	Defined by the client
Location Code
Replenish at Quantity	The minimum qty of cases/units to be in the location before a replenishment is triggered	0 - 99999999/99999999 - will default to zero	Defined by the client
Replenish Pallet	The quantity of pallets by which the location will be automatically replenished	0 - 99999999	Defined by the client
Replenish by Quantity	The quantity of cases/units by which the location will be automatically replenished	0 - 99999999/99999999 - will default to zero	Defined by the client
Putaway Priority	Determines in which order the location replenishments will take place	0 - 99	Defined by the client

Stock Maintenance - Pick/Despatch Messages

This tab screen enables the configuration of product level message lines that can be configured for individual customers for reporting purposes, namely on despatch notes and pick lists.

Field Name	Description	Options	Generic Value
Customer Code **	The customer code the pick/despatch messages will apply to	Must have been created in partners maintenance/customer wizard - LOV available	Defined by the client
Name	Will default in the customer name from the main settings	None	N/A
Pick Message Code **	The template message text code to apply to this customer	4 character free text field or left blank	Blank
Despatch Message Code **	The template message text code to apply to this customer	4 character free text field or left blank	Blank
Pick/Despatch Text	The text to apply to the message code you have just typed in. At order entry for this customer, you can then enter the message code and this text will automatically appear (not migrated)	70 character free text field or left blank	Blank

Stock Maintenance - Stock UOMS Tab

Field Name	Description	Options	Generic Value
BarCode	The default bar code number used for this product/UOM combination. The user can have various barcodes for the different UOMS to be scanned by the RDT (not migrated)	30 character free text field or left blank	Blank
Uom	The Unit of measure for this barcode	Must have been created in Unit of Measure maintenance - LOV available	Defined by the client
Description	Description of the particular Uom/barcode combination	30 character free text field or left blank	Blank
Factor	Number of smallest Uom within the Uom entered	0 - 99999999	Blank
Pick Use	The factor level of the UOM. N.B. the factor for level 4 must be less that of 3, which must be less than that of 2 etc	-	Blank
Last Changed Date	The last time this information was changed. This is not editable, but is automatically captured for reference whenever changes are made.	-	-

Stock Maintenance - Standard Pallets Tab

This screen enables the user to assign different pallet types and quantities per pallet to a product other than its default set in the main tab. This can then be used at receipt to enable multi auto putaway settings for different pallets into different location types.

Field Name	Description	Options	Generic Value
Pallet Type **	The pallet type this product can be received in on	Must be set up in pallet types maintenance - LOV available (note, the first record will always be created from the default already set up)	Defined by the client
Description	The description of the pallet type will be automatically populated from the description set up in pallet types maintenance	None	N/A
Pallet Qty **	The qty of stocking uom of this product to this pallet type	0 - 9999999	Defined by the client
Pallet Merging
Qty From
Qty To
Cubing Parameters
Cases/Layers
Layers/Pallet
Layer Height
UOM

Stock Maintenance - Product Analysis Tab

This screen is used to assign analysis types to a particular product. Once assigned, this analysis type can be used to group products together and assign values to them.

Field Name	Description	Options	Generic Value
Product Analysis Type	The analysis type to be assigned to the product	Must have been created in product analysis maintenance (not migrated)	Blank
Product Analysis Value	The value assigned to this particular analysis type	3 character free text field	Blank

Stock Maintenance - Order UOS Tab

You are only allowed entry into this tab if you have the 'Multi Order UOS' box checked to Y in the Further Stock Tab. Facilitates ordering in multiple units of measure for conversion into case/unit quantities for allocation and picking.

Field Name	Description	Options	Generic Value
Unit of Sale (UOS) **	The Unit of sale to be applied to the product	Must have been setup as one of the three units of measure and any other values set up in owner maintenance under owner UOS	Defined by the client
Default	Is this the default UOS	Y or N	Defined by the client
Buttons
Make Default	Allows the user to highlight the specific Unit of Sale and make this the default for the product

STS1085 - Standard Cost Maintenance

This is the Average Cost maintenance screen.

Here, you can find existing stock codes. Enter the Owner Code and Stock Code (you can use LOVs) and execute the query. The screen will display the Date From and the Standard Cost Price if any are found. Note: There may be multiple prices for a stock code, each effective from the Date From specified.

You may also enter enter a new applicable price here.

Enter the Owner Code and Stock code (again, using LOVs if required).

Then enter the Date From (when the price is active from) and the Standard Cost Price. Then Save (CTRL-S) - the price will be saved, effective from the date entered.

STS1090 - Selling Price Maintenance

This is the Base Selling Price maintenance screen.

This works similarly to the Standard Cost maintenance screen.

Here, you can find existing stock codes. Enter the Owner Code and Stock Code (you can use LOVs) and execute the query. The screen will display the Date From and the Base Selling Price if any are found.  Note: There may be multiple prices for a stock code, each effective from the Date From specified.

You may also enter enter a new applicable price here.

Enter the Owner Code and Stock code (again, using LOVs if required).

Then enter the Date From (when the price is active from) and the Base Selling Price. Then Save (CTRL-S) - the price will be saved, effective from the date entered.

Goods In

SOS7050 - Order Returns

In standard warehouse logic, a despatched order cannot be amended, as the stock has been downdated.

However, the Prison's operations required the user to be able to amend a despatched order.

In theory an order can be amended multiple times, but OPERATIONALLY it will be only once.

Orders can be either returned or amended.

This is the Order Returns and Amendments screen for NOMS.

In this screen, you can find existing sales orders and amend or return them.

Find an order by entering the customer and/or the original order number. An LOV is available for the Order Number.

The screen will display some header information regarding the order:

• Owner Code
• Warehouse ID
• Sales Territory
• Route
• Load

The screen will display the lines on the order:

• Line No
• Stock Code
• Description
• Original
  • Ordered
  • Despatched
  • Unit Price
• Prev
  • Desp Qty
• New
  • Ordered
  • Despatched
  • Unit Price

Once found, you can mend the lines on the order using the New section. Once amendments are complete, click the Validate and Submit Amendments button.

There are various actions that you can take:

• View Previous Amendments - the screen will show you any previous amendments that have been done on the order, as indicated in the Prev column.
• Original Order Enquiry - the Sales Order Enquiry screen ENQSOON01A will be opened showing the original order details and pick pages.
• Original Line Enquiry - the Sales Order Enquiry screen ENQSOON01A will be opened showing the original order details and pick pages.
• Stock Enquiry - the Stock Enquiry screen ENQSKSK01A will be opened showing the stock details of the selected line.
• Return Whole Order - a new Sales Order Return will be created for all lines and quantity on the order..
• Validate and Submit Amendment - any amendments you have made in the New section will be validated and submitted.

WHS0150 - GR Conf

The second part of the GRN process involves entering the pallet details of the receipt. This screen confirms the header information for the GRN and confirms how many pallets have been received and their associated details such as rotation numbers and sell by dates where applicable.

Goods Receipt Header

The form is split into two parts, the left hand side of the screen provides additional options such as producing any required GRN prints or entering additional details. The centre of the form displays to the user the main header details of the GRN such as the total number of actual pallets received against expected.

The BOL/EDN button will only be enabled if the container information as been entered via the BOL/EDN button at pre advice. Similar to pre-advice, if RF is to be used to process the goods receipt, the Send button will be enabled to send the GR information to the RF system.

If the owner has client invoicing enabled then there will be the option to enter and view any receipt handling charges which have been generated.

Field Information:

• The Receipt Date and Time will default to the Pre-Advice date or can be manually entered.
• Receipt Type: This must be manually entered. Indicates the receipt type. The standard receipt type is 'REC' or 'RET'
• Check Sheet No: If required, a check sheet number can be entered here for returns.
• Total Received and Total Returned Pallets: used to indicate the number of physical pallets received. Will default to the number of pallets entered at pre advice.
• Country: If populated by the client specific commercial invoice, the country of origin for the receipt will be populated here
• Bay: If bay number is required, enter the warehouse bay number that the goods will be received into.
• Mixed Pallets: Determines whether the goods are being received with mixed stock codes on a pallet.
• The GRN Handling Charges button will enable the user to enter invoicing information for the GRN.

Goods Receipt Confirmation Header - Additional Details (WHS0150)

From this screen, the box on the left will give the user the options to go into various other screens and reports.

This screen gives the user the option to enter waybill information.

Goods Receipt Confirmation Header - GRN Prints (WHS0150)

Note: The GRN Prints option will display all reports that can be printed from this screen. Clicking on one of these options will take the user through the printing process.

Optional Prints include: -

GRN Print - Displays actual receipt details

Putaway Instructions - If required, detailing where the receipted pallet should be located within the warehouse.

Pallet Labels

Field Name	Format	Description
Pallet Labels	FRI	System Rotation Number replaced by medical serial number (one serial number per pallet, FS 274264)
Barcode Pallet Labels
Barcode Case Labels

Cross-Dock Pick List - Will only be produced if Cross-Docking is enabled for the owner and the stock code.

Goods Receipt Confirmation Header - GRN Details (WHS0150)

The Details option will take the user through to the stock code level confirmation details.

Goods Receipt Confirmation - Header

Once the user has clicked the Details option from the box on the left, or accessed the screen via tabbing through the header details, the following screen will display with all stock codes expected on this GRN. The stock codes will be sorted in alpha numerical sequence. To enter confirmation details for their relevant product, the user must highlight the specific stock code, and enter the Pallet Details button.

Goods Receipt Confirmation Header - Pallet Details (WHS0150)

Once the user has right clicked on their selected stock code, the pallet information for the product will be displayed as below. If the user has entered pallet details into the pallets tab at pre advice, the information will default as in the picture below.

Note: Tabbing through all fields from Type onwards will default most information as entered at pre advice. However, all can be amended or entered manually.

Goods Receipt Header - Pallet Details

Field Information:

• Type: This is the pallet type the stock is to be received onto.
• No: This is the number of pallets to be received. If entering more than one pallet, the system will expect the user to book multiple pallets into one location or will give the user the option to let the system generate them (if autoputaway is setup)
• System Pallet Id: If tabbed through, the system will generate the next sequential pallet id. If multiple pallets are to be generated by the system, multiple system pallet id's will also be generated.
• Owner Pallet Id: If customer pallet references are to be used, this field will be mandatory.
• Pack Size: Determines an additional unit of measure for the stock .
• Qty: Enter the expected number of cases or units to be received, or tab to default to expected at pre advice.
• System Rot: This is the system generated rotation number as is used as a batch number or for FIFO requirements.
• Owner Rot: This is the customer batch number.
• Country: Similar to pre advice, if country of origin information has been entered via invoicing, it will be populated here.
• Hold: If the user wishes to place the pallet on hold, a valid hold reason code must be entered.
• Area: Used for client specific processing, this determines a specific area within the warehouse for the goods to be stored.
• Manu Date: The date the stock was manufactured. Will default to the current system date.
• Sell By Date: If required, enter the sell by date for the stock code.
• Catch Weight: If stock weight is not to be used, the manual weight can be entered .
• Measure Qty: If a different unit of measure to the one set up against stock maintenance is to be used, the quantity must be entered here.
• Cust PO Num: A client specific reference number up to 20 characters may be entered for the pallet.
• Pallet Temperature: This field will only be enabled if freezing details are required. Enter the temperature of the pallet.
• Location: Enter the location code the goods are to be received into. An LOV here will list Available, Empty or All locations within the warehouse for the entered pallet type. If Auto-Putaway is used then an available location will be shown based on a number of parameters set-up against the Stock code.

Once all of the relevant fields have been populated, the line needs to be saved. Once saved, the user must choose the Back button to return to the Product Details screen to allow them to continue entering more stock codes and pallet details if required.

If automatic putaway is not being used, the goods must be allocated locations within the warehouse. If using auto putaway, the system will automatically suggest locations.

Goods Receipt Confirmation - Serial Numbers

To call the Serial number option, right click in to the field and a drop down menu will be displayed to enter the new serial numbers.

If serial numbers have been entered at the pre-advice stage then the serial numbers screen will be used to capture a second set of serial numbers. The new serials will be cross-checked against the original entered serial numbers at pre-advice for any discrepancies.

Goods Receipt Confirmation – Pallet Details (Discrepancies)

The user may either click the Confirm option from the left hand option box from here, or may do it from the previous details screen. The system will then inform the user that the GRN has been confirmed.

Note: If the number of pallets entered at confirmation is different than expected at advice, the user will be shown a warning message asking them if they still wish to confirm.

If there are no differences, then receipt confirmation can continue, otherwise confirmation will not be allowed. As Below.

If a difference exists, then the user will be presented with the options to produce a discrepancy report or confirm the differences.

The discrepancy report will list receipt header details along with pallet/stock details and a list of the discrepancies between the serial numbers.

If the user tries to confirm the differences, they will be prompted for a password, and if entered correctly, the pre-advised serial numbers will be completely removed and the new set of serial numbers will be stored in their place. The confirmation process can then continue.

When an owner / stock code is set-up to enter serial numbers at receipt, checks will be included to prevent receipt confirmation if any of the stock codes on the receipt require serial numbers which have not been entered. An error message will be displayed, 'There is an incorrect number of serial numbers for line 001, detail line 001’ On Receipt Confirmation, the system writes the REC history records and HOLD records, if stock is held during putaway. At this point serial number 'REC’ and “HOLD’ history records will be written for every serial number on the GRN.

Putaway note displaying entered serial numbers

Goods Receipt Confirmation Header - Container Seal Numbers(WHS0150)

This gives the user the option to enter shipment seal numbers for the containers received.

Goods Receipt Header - Container Details

Goods Receipt Confirmation Header - Monitor References (WHS0150)

The screen will allow for additional reference numbers to be captured and to provide an additional audit trail, primarily used for med/serial number products.

Goods Receipt Header - Monitor Reference

The temperature monitor reference numbers will be entered and the current system date, time and user id will be captured.

Goods Receipt Confirmation Header - Cross Docking (WHS0150)

The Cross Docking option will allocate any stock outstanding on orders directly from this GRN. The Cross Dock Pick List will then be available for printing. (See Cross Dock Setup and Processing).

Orders

Simple Order Entry (NOMS) (SOS7000)

This is the Simple Order Entry screen for NOMS.

This is used to create new orders quickly with the minimum data requirement.

Enter a Customer. The screen will display:

• Customer Name
• Prison Code
• Location
• Order No - generated
• Entered by - your user ID
• No of Units - calculated as the order is entered
• Credit Limit - the credit for the customer.
• Remaining Credit - the customer's remaining credit
• Balance - the remaining balance
• Order Value - calculated as the order is entered

The table below allows entry of products onto the order.

Enter a Product or use an LOV to find a product. The screen will display the Description and Unit Price.

Enter an Order Quantity. The Line Value will be calculated automatically.

Repeat for all products on the order.

Click Order Completed and the order will be created and submitted.

Examples

Note: These examples reference Deals above.

User runs NOMS format order entry screen

User enters a Customer code ‘Prisoner’ and a stock code ‘SC01’ – creating order D1P00000000000023851

User enters in a second order line, this time for DEALS10, which is on a deal where £0.15 is discounted for every item ordered

User enters in a third line (355177A) – this is stock code linked to a deal, but needs stock code 355177B record to be ordered to trigger the deal

User enters in a final fourth line (355177B), which triggers the creation of deal DEAL_3003, as the order contains both 355177A and 355177B stock details

How the order value is calculated:

Order Line Values

Stock	Value
SC01	0.65
DEALS10	1.00
355177A	5.50
355177B	6.25
Total	13.40

Deal Discount Values

Deal	Discount Value
DEALS10	0.15
DEALS_3003	1.75
Total	1.90

Total Order Value

Total Order Line Value	13.40
Total Deal Discount	1.90
Total	11.50

Hence the order value is the 'base' line value minus the 'deal' discount value.

NOTE: Order values are not amended as part of allocation/picking – they are only updated when order is despatched.

Stock Management

NOMS Stock Take (WHS0544_NOM)

This screen allows the manually counted stock to be input against the locations of the stock take. If the stock take type is by Exception then the figures in the Cases/Units field will be automatically set to the system generated figures, these can then be changed as and when needed.

Field Name	Description	Options
Stock Take Cycle **	Allows the user to enter the cycle to be entered into the system	Must be a valid cycle – LOV available – note, the status of each cycle will be displayed
Date	Date and time of the stock take	Display Only
Count Option	Count option of the stock take	Display Only
Status	Status of the Stock take	Display Only
By	Count units of the stock take	Display Only
Emp Code	Enables the entry of an employee code	Must have been created in employee maintenance – LOV available
Buttons
Location Enquiry	Allows the enquiry of a specific location
Add Stock	Allows the addition of stock. This will take you to the Stock Take - New Data Input screen WHS0542.
Confirm	Confirms the input details for the given stock take.
Generate SSCC	Generate a new SSCC ID if required.

The screen will display all of the count information in a results table, where you can enter the actual counts.

Adding Lines (WHS0542)

This screen allows the addition of new stock within a given location and for a given owner and stock code. In addition to the ‘normal’ data required for new stock a valid Reason Code and Employee Code must also be entered for auditing purposes.

Field Name	Description	Options
Stock Take Cycle **	The stock take cycle number the stock is to be added to	Must be a valid cycle – LOV available – note, the status of each cycle will be displayed
Date **	The date the stock has been added	Must be a valid date/time
Status	The status of the cycle	Display only
Pallet	Is the stock to be stored on a pallet	Y or N – default is Y
Bonded	Is the product bonded	Y or N – default is N
Location **	The location code the stock is to be added into	Must have been created in location codes maintenance – LOV available
Owner **	The owner code of the stock to be added	Will default to current
Stock **	The stock code to be added	Must exist in stock code maintenance – LOV available
Type	The location type	Must exist in location types maintenance – LOV available
Pallet Id	Pallet Id of the line being added	If left blank the system will generate a pallet id
Manu Date	Manufacture date of the pallet	If required must be a valid date
Rotation No	System rotation number for the pallet	Only required if set against the stock code
Sell by Date	The sell by date of the product	Must be a valid date
Cust Rotation No	The customer rotation (batch) of the product	Only required if set against the owner and stock code
Reason Code	If required, the reason code of the entry – will put the stock on hold	Must exist in reason codes maintenance – LOV available
Layers	The no of layers entered (not migrated)	N/A
Cases	The quantity of cases to be added	0 -99999
Units	The quantity of units to be added	0 – 99999
Weight	The weight of the product to be added	0 – 99999.99
UOM	The unit of measure the product is held in	Dependant on the available stock UOM
UOS	The unit of sale of the product	i.e. weight, volume = set in stock UOM in stock maintenance
Buttons
Serial	Update serial numbers if applicable
Freezing	Update Freeze information if applicable.

Enquiries

ENQSOON01A - Enquiry by Order Number

The Enquiry by Order Number screen allows the user to search for all details relating to a specific customer order.

The follow data must be entered in order to retrieve data from the screen:

Order Number - The customer order number.

Here you can view the following using the buttons provided after selecting an order on the results:

• Instructions - you will be taken to the Summary Instructions Enquiry screen ENQSOON02A. This shows all of the entered pick, Despatch and Carrier instructions against teh order.

• Order Details - you will be taken to the Order Number Summary screen ENQSOON03A. This shows a summary of the order quantities and header information, plus the individual order detail lines for the order in the table below. This table can be scrolled horizontally to show more information.

• Addresses - you will be taken to the Invoice/Delivery Address screen ENQCUAD01A. This will show the Invoice and Delivery addresses of the order.

• Despatches - you will be taken to the Despatch Enquiry screen ENQSODS01B. This will show the despatch pallets built for the order.

• Trader Details - the screen will display the trader details.

You can also view the pack details of the selected order by clicking the Pack Details tab. If the order has been packed, the screen will display the pack numbers, box types and contents of each pack, including serial numbers if this is enabled.

From the Order Number Summary screen ENQSOON03A, you can also drill further into the order details with the following actions:

• Order Enquiry - you will be taken to the Order Number Enquiry screen ENQSOON01B. This screen displays all of the details of the pick pages of the order, showing the total quantities and attributes of each pick page.

• Discrepancy Details - the screen will display the Discrepancy Details Overlay screen ENQSOON03B. This screen displays any pick discrepancies against order lines on the order, with the quantity and reason code displayed.

Reports

WHS1701 - Manifest Pre Spends Report

This is the Manifest Pre-Spends report.

This allows you to see, extract and/or email any pre-spends information from the system.

First, enter the criteria:

• Route Code - an LOV is available.
• Load Number From/To - LOVs are available. The load numbers must exist.

Note: Despatched orders on selected loads will not be shown on the report.

You may then do any of the following actions:

• Report - this will print the report to your default printer.  Note: Your default printer must be configured.
• Create XLS - this will extract the base data of the report and create a spreadsheet. The screen will offer you the choice to email the report. If you select no, this will be served to your browser, for viewing or downloading. If you select Yes, this will be emailed to the default email address associated to the route/load.
• Email Report - this will run the report and email it to the email address associated to the route/load.

SOS7055 - Amendment Report

This is the Order Amendments report.

This allows you to see, extract and/or email any order amendments from the system.

First, enter the criteria:

• Prison Code
• Date From/Time
• Date To/Time
• Route/Load From/To

You may then do any of the following actions:

• Report - this will print the report to your default printer. Note: Your default printer must be configured.
• Create XLS - this will extract the base data of the report and create a spreadsheet. The screen will offer you the choice to email the report. If you select no, this will be served to your browser, for viewing or downloading. If you select Yes, this will be emailed to the default email address associated to the route/load.
• Email Report - this will run the report and email it to the email address associated to the route/load.

WHS1901 - Despatch Manifest

This is the Manifest Pre-Spends report.

This allows you to see, extract and/or email any pre-spends information from the system.

First, enter the criteria:

• Route Code or Order Number: This allows you to determine whether you want to select orders by Route Code or Load Number, as indicated by the selection in the DDL provided.
• Route/Load From/Load To: If selecting by Route/Load, you may enter the Route and load from and to here. LOVs are available.
• Order Owner/Order Number From/To: If selecting by Order Number, you may enter the owner and order range here. LOVs are available.
• Include Pre-Spend Difference: A DDL selection indicating whether to include and indication of the pre-spend difference.
• Output for Digital Prison?: A checkbox indicating whether this information should be sent.

You may then do any of the following actions:

• Report - this will print the report to your default printer.  Note: Your default printer must be configured.
• Create XLS - this will extract the base data of the report and create a spreadsheet. The screen will offer you the choice to email the report. If you select no, this will be served to your browser, for viewing or downloading. If you select Yes, this will be emailed to the default email address associated to the route/load.
• Email Report - this will run the report and email it to the email address associated to the route/load.

'Digital Prison' format displays deal changes

• Number of Bags - zero, as order not packed
• Order Value - despatched 'selling' price - £1.00 * 1
• Price Difference:

((despatched quantity * 'selling price') - (despatched deal value))

-

((ordered quantity * 'selling price') - (ordered deal value))

So making the calculation

(1 * £1.00) - (1 * £0.15)) - ((2 * £1.00) - (2 * £0.15)) = £0.85

• Discount - Discount Value of Order Header
• Total Order - Total Despatched Order Value - Discount Value of Order Header

WHS0827 - Stock Ordering Downloads

This is the Stock Ordering Downloads screen.

This provides easy access to 3 critical downloads for the NOMS system, accessed through the buttons provided:

• Prison Product Download
• Warehouse Product Download
• Prison Warehouse Download

When the buttons are clicked, the system will generate the downloads as a spreadsheet and then open them through your browser window.