Sign Iowa Banking Work Order Secure

How do i industry sign banking alaska work order

in a previous video i showed you how to create an outsourced bill material in this video we're going to walk through the workflow process of creating an outsourced purchase order you could also call it an outsourced work order or an outsourced bill of material on the purchase order screen so we'll create it and then we'll ship it off to the vendor and let the vendor manufacture it and then bring it back in so what we're gonna do is send uh two sleeves of a shirt or a bunch of sleeves like a hundred of each sleeve about a hundred torsos but the vendor is going to supply the collar and the sewing service so we got the the sleeves and the torso pre-cut we're going to ship it out to them we either cut it internally or purchased it this video is going to go over the process of us sending what we already have so we can see that the transfer order feature so before this will work there's a little bit of setup required you've got to create the inventory type parts the parts that you consume and the parts that you make so i needed to create a part for a sleeve it's a blue cotton sleeve i needed to create a part for the torso i needed to create a service type part for the sewing and i needed to create the the part that the vendor supplied the color of the shirt so i previously created those parts and then you have to create the bill of material that's what i did in the previous video so be sure to watch that to see how to create a outsourced bill of material where you assign the purchase supply types on the bill of material whether the vendor supplies the part or we supply the part of course we need to create a vendor and we need to create a vendor site let me show you the vendor site so a site is just like a warehouse right it's a building with an address currently my name is defaulted to log in to the main warehouse if i click this change the site that i'm looking at and logged into and see everything in a different site that i have rights to now a vendor site is unique if we go to setup sites and then click in this search pane you'll see there's different types of sites we can create so i previously created a vendor type site scroll down here and i called the site taylor or taylor manufacturing i created a vendor called taylor manufacturing also if we go to this taylor manufacturing site you see i have the address for the taylor manufacturing site you have to have that address on the site in order for the transfer order to pick up that address so this the address needs to be on the vendor screen and on the site screen but probably the most important part you need to assign the vendor to the site so we've got this link to the vendor it's connected if i click on new site select vendor this little field changed to vendor and that's when i assigned the vendor right when i was just creating the site so that's important to have that vendor assigned to it okay so we got the set up we've got our plan let's go execute the plan and create an outsourced work order so we're going to go to the purchasing screen click and click and click to create a new purchase order and of course we're going to choose our vendor i named the vendor taylor manufacturing it's a good name for someone who's going to be sewing some shirts for us and notice the ship to address says main that means when they're done sewing the shirt they're going to ship it there and this is their address that's where in the purchase order too of course we're probably just going to email it let's click save and then notice by default the system is thinking we want to just add parts and purchase but divert your attention over here line type purchase change that to bom outsource sweet there's the feature right there bom outsource so now we can select from our list of bills material in the previous video i created a bill of material for blue long sleeve crew cut crew collar i'm sure and we're going to have them so i don't know how many of these should we have them so 100 and click add item i'm going to move my mug up here out of the way because a lot of interesting stuff is going on down here in the bottom right hand corner we'll see here that the type is bom outsource in the part number field is the bom number quantity of the bombs but now we've got this plus symbol that's not usually there we click on that explode and show us the entire bill of material now this is where it all starts to come together after we created our bill of material correctly so notice it says vendor supplied input blue cotton collar cut piece so the vendor is going to supply that part and that's an inventory type part and they charge us 25 cents per collar this next one company supplied parts so we're going to ship this to them the torso piece that we previously cut and also if we come up here we'll see company supplied input we're going to supply the sleeve cotton i'll make sense over here there's no price because we're not purchasing that we're sending those but the ones that we are purchasing from the vendor there is a price here is the sewing service that i previously set up this is a service type part and these guys are charging us a piece rate so 1.75 to sew one shirt and then finally we have the output item that's what they're going to ship back to us when they're done we can edit the cost by clicking edit right here we'll move this up here and so we can we can edit the cost yeah so we're not completely locked in click on explode there again still have a lot of our normal options and we'll come up here to the top right hand corner change the status to issued so now once it's issued we have some new actions here look at this copy to transfer order that's a cool feature right there so we'll click copy to transfer order transfer outsource inputs only yep you follow yep do that and it created a new transfer order for us and immediately brought us to the transfer order last minute edits so look at what we're sending to the vendor the blue long-sleeve cotton piece the cotton torso we don't have to manually create the transfer order really there's not a whole lot we have to do here at all except for issue the transfer order says we're short on that inventory so we can either go cut those pieces or purchase those pieces we can still issue the transfer order if our inventory has insufficient quantity i'm going to go cut these sleeves and these torsos i'll be right back okay the sleeves and torsos are all cut now we need to fulfill the transfer order or allow operations to fulfill the transfer order in the natural sequence of things so the transfer order will show up in the picking screen and operations will see that transfer order you'll see the transfer order appears on the picking screen right here transporter number 15 and it shows up with a green check box available to pick so operations would now pick this along with everything else they're picking click create pick go to pick and now the pick is created now record the pic there or they can log into locate warehouse here right there and go to picking and pick this transfer order from the mobile device pick pick i'm just going to skip through this quickly here pick and finish the pick now we'll see back on the picking screen the transporter is picked next step is to pack this can be done on the mobile device as well go to packing new pack here's our transfer order to pack select pack probably will be in three boxes pack that item in that box create a new carton pack 100 items in the next box let's do one more box one more carton you'll see down below it says box number three and we'll pack this one in box number three and all packed up ready to go at this point if there was a carrier previously assigned to the transfer order it'll show up in the pickup screen i forgot to assign a carrier on this transfer order so it'll show up in the shipping screen normally this would just automatically be shipped out using ship station or whatever carrier you use at this point so we're going to go to the shipping screen and here we are in the shipping screen there's our transfer order to be shipped to the vendor and we'll create shipment go to shipment and finish shipment here on the shipment you see generic box one and the quantity right here if i scroll down we'll see what's in the second carton and the quantity in that carton keep scrolling we see what's in that carton if we go to the part and take a look at inventory here for one of the parts in the carton we'll see that it's advanced to the pickup location so it's now ready to be picked up by the carrier so we can go to pickup and see each box that is in the pickup area you'll see each box from the transfer order with the destination assigned to it so let's record that the carrier has picked these up i'll check the boxes and click pick up three lines and in locate mobile there's also a pickup we could have done it here on this screen as well on locate mobile so now they're picked up if we refresh this part we'll see now that this part shows that it's in transit to the taylor site and it shows up as committed so it's not available to pick because it's on a truck on the way to the vendor site we just go to the transfer order on the transfer order screen over under actions we just click receive vendor transfer order click receive all items in full or open a partial receipt i guess there's a chance they may not have received anything but usually they're going to receive it in full so we click receive in full over here on the right we see that the transfer order shows complete and if we click on our part number and take a look at inventory on the part number screen here we'll see it's no longer in transit and it appears at taylor manufacturing now if we go back to the purchase order remember it says bom outsource on the line with this little wrench here click on the wrench it'll give us a link to the work order nice to see that there is a work order representing this activity go back to the po and we have this action here confirm vendor receipt we get a good pop-up with some good information there click continue and we're confirming that the vendor received it if we click on the link to the work order it shows that the work order is complete so confirm vendor receipt is the same thing as complete work order once the work order shows completed at the vendor site it's ready to be received back into stock so when the vendor ships it to us we can then come here and receive it or the po po61 will now appear on the inbound inventory screen and we can receive this like usual so go to the right click receipt and since they sewed the shirt together for us body and sleeves collar and everything that's included now we're receiving the finished good we shipped them the sleeves and torso they sewed on the collar and sewed everything together and are now shipping us back a finished shirt so we'll receive that and finish the receipt just like we would any other po the only difference is it is a finished good that we're receiving instead of the raw goods and that completes the circle we created a po with an outsourced bill of material we created a transfer order from that pl and sent them the goods that they needed to complete that we shipped that transfer to them and received that transfer order to them and recorded that they completed the work order then we received the finished good back into stock one big beautiful circle comment below if you have any questions or recommendation for another video subscribe to see more tutorial videos like this click like if this was helpful