Savance Enterprise Support

Terms:

Allocated: It is the quantity allocated to match the shipper’s quantity. Allocated will increase whenever you have a shipper created or you are doing ship complete prior to kicking the shipper.

Location On Hand: Items are physically in your warehouse on a physical shelf

Temp On Hand: Material received but pending put away (only from the handheld until confirmed by counter count)

Holding Bin On Hand: A shelf, or a location to store items on, the item can be in a single location and multi-location. On the other side we do shipping/receiving in stages like picking, loading, staging, these stages need temporary locations to put the items in.

Staged On Hand: Items sitting on the Service Order waiting to get loaded or returned back to the warehouse

In Transit: A bin that increases when we post to Loaded (on truck), and decreased when we post to delivered (to customer) or when we post back

Suspect On Hand: Can be increased due to different factors including:

• picking less (there is an option that means we know we have the inventory but we don't know the location)

• Receiving an item that is unknown in an RMA so we put it in suspect on hand bin, until we see if it is really broken or not.

• Broken materials in receiving, so you receive inventory that you can put some of its items as broken and you can do something with these in the future (create RTV, write-off).

Back Ordered: these are the quantities back ordered (you check back ordered checkbox manually on Order or OLI "Order Line Item")

Moving Bin On Hand: is used when you receive an RMA from a customer and you know it is good so you put it in a holding bin until you put it back on the shelve

RTV Bin On Hand: A shipping Bin for RTVs, used when we want to return something to the vendor

Direct Reserved and Direct On Order: they are used to track Directs. these don't affect our Available since the vendor is sending the items directly. the DirectReserved increases when we convert the direct order

On Order: is for receivers that are not received yet, so whenever you receive an item, on order will decrease, and when you convert a PO, on order will increase. it is basically that is the quantity you are waiting from the vendor but it did not come yet to you

Reserved: when you create an order, the items are reserved for that order, even if you do not have that quantity in your warehouse (unless it is a back order, direct or onhold for back orders. when you receive the items, reserved will increase and BO will decrease)

Available: This is a formula:

• Available = LocationOnHand + TempOnHand + StagedOnHand + HoldingBinOnHand + MovingBinOnHand + HeldForBackOrders - Reserved - ReturnReserved

Returned Reserved and Returned Allocated: for RTV's, just like for orders, but we are sending vendors items instead. when we convert the RTV, we increase the ReturnReserved, and when we create a shipper, we increase the return allocated.

On Return: Same as OnOrder but for RMAs, this is when we are waiting for something to come to us from the customer returning something

Held for Back Orders: instead of putting away items then going back to that location and pick again. Item comes from the vendor, received, SE finds any back orders that will be kicked off, and suggest it to the user, and put this in the held for back orders. When picking, we pick it from held for back orders instead of the location.

How are bins affected by different transactions:

Back Order – Linked PO

NC stands for No Change

Convert Quote to Order:

• Back Ordered        = 1 (+1)

Convert RFQ to PO:

• Back Ordered        = 1 (NC)

• On Order          = 1 (+1)

Receive PO:

• Available               = 1 (+1)

• On Hand               = 1 (+1)

• Holding Bin On Hand  = 1 (+1)

• Back Ordered        = 1 (NC)

• On Order              = 0 (-1)

Put Away PO:

• Available               = 0 (-1)

• On Hand               = 1 (NC)

• Location On Hand = 1 (+1)

• Holding Bin On Hand  = 0 (-1)

• Reserved              = 1 (+1)

• Allocated              = 1 (+1)

• Back Ordered        = 0 (-1)

Pick Order:

• On Hand               = 1 (NC)

• Location On Hand = 0 (-1)

• Holding Bin On Hand  = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Pack Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 1 (NC)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Stage Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 0 (-1)

• Staged On Hand    = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Load Order

• On Hand               = 0 (-1)

• Staged On Hand    = 0 (-1)

• Reserved              = 0 (-1)

• Allocated              = 0 (-1)

• In Transit              = 1 (+1)

Deliver Order

• In Transit              = 0 (-1)

PO Now – Linked PO

Convert Quote to Order:

• Back Ordered        = 1 (+1)

Convert RFQ to PO

• Back Ordered        1

• On Order          = 1 (+1)

Receive PO

• Available               = 1 (+1)

• On Hand               = 1 (+1)

• Holding Bin On Hand  = 1 (+1)

• Back Ordered        1

• On Order              = 0 (-1)

Put Away PO

• Available               = 0 (-1)

• On Hand               = 1 (NC)

• Location On Hand = 1 (+1)

• Holding Bin On Hand  = 0 (-1)

• Reserved              = 1 (+1)

• Allocated              = 1 (+1)

• Back Ordered        = 0 (-1)

Pick Order

• On Hand               = 1 (NC)

• Location On Hand = 0 (-1)

• Holding Bin On Hand  = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Pack Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 1 (NC)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Stage Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 0 (-1)

• Staged On Hand    = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Load Order

• On Hand               = 0 (-1)

• Staged On Hand    = 0 (-1)

• Reserved              = 0 (-1)

• Allocated              = 0 (-1)

• In Transit              = 1 (+1)

Deliver Order

• In Transit              = 0 (-1)

Back Order – Unlinked PO

Convert Quote to Order

• Back Ordered        = 1 (+1)

Convert RFQ to PO

• Back Ordered        = 1 (NC)

• On Order          = 1 (+1)

Receive PO

• On Hand               = 1 (+1)

• Holding Bin On Hand  = 1 (+1)

• Back Ordered        = 1 (NC)

• On Order              = 0 (-1)

Put Away PO

• On Hand               = 1 (NC)

• Location On Hand = 1 (+1)

• Holding Bin On Hand  = 0 (-1)

• Reserved              = 1 (+1)

• Back Ordered        = 0 (-1)

Process Back Order

• On Hand               = 1 (NC)

• Location On Hand = 1 (NC)

• Reserved              = 1 (NC)

• Allocated              = 1 (+1)

Pick Order

• On Hand           = 1 (NC)

• Location On Hand = 0 (-1)

• Holding Bin On Hand  = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Pack Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 1 (NC)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Stage Order

• On Hand               = 1 (NC)

• Holding Bin On Hand  = 0 (-1)

• Staged On Hand    = 1 (+1)

• Reserved              = 1 (NC)

• Allocated              = 1 (NC)

Load Order

• On Hand               = 0 (-1)

• Staged On Hand    = 0 (-1)

• Reserved              = 0 (-1)

• Allocated              = 0 (-1)

• In Transit              = 1 (+1)

Deliver Order