Modifying a Sequence Schedule Release
Use Sequence Schedule Maintenance (7.5.4.5) to create a new sequence schedule release or to modify an existing schedule imported using Document Import (35.1) or Shipper Gateway (7.9.22).
Use the first frame to identify the sequence schedule, including the ship- from, ship-to, and release ID. A scheduled order must already exist for the ship-from and ship-to combination. Create a new release of an existing schedule by indicating a new release ID. Enter an existing release ID to modify a schedule release already in the system.
Use the next frame to edit or enter new schedule details such as create date, packing order, and the number of sequences per container. Use the active start and active end dates to activate or deactivate the schedule release.
Fig. 3.3
Sequence Schedule Maintenance (7.5.4.5)
Release ID. Enter the sequence schedule release ID (up to 30 characters). Release ID is normally transmitted to you by the customer.
If you leave this field blank, the current active release ID is used.
When you create a new schedule release by entering a new release ID for an existing ship-from and ship-to combination, special processing occurs.
• The system prompts you to copy data from the active schedule to the new schedule.
• If you respond Yes, the system checks whether any sequences from the active release have already been picked.
• If sequences have been picked, the system prompts you to create cross-references between the sequences on the new release and the corresponding references on the active release.
If you modify an inactive schedule, the system prompts you to make that schedule active.
Active. This value indicates whether this schedule is the active schedule. There can be only one active schedule at any time for a ship-from/ship-to combination.
Cumulative. Indicate whether schedule quantities are cumulative or discrete.
No: Schedule quantities are discrete quantities. Quantity can be updated in the schedule detail.
Yes: Schedule quantities are cumulative quantities. Cum Quantity can be updated in the schedule detail.
Packing Order. Specify whether sequence packing lists for this customer ship-to should be printed in forward or reverse order on schedule reports.
Sequences Per Container. Specify the maximum number of sequences that fit in a container. This value is used by Picklist/Pre-Shipper–Automatic (7.9.1) and Sequence Pre-Picklist/Pre-Shipper–Automatic (7.5.4.10) to display breaks between multiple containers.
Example A customer uses uniform containers that can hold 10 sequences each and a pre-shipper is built containing 50 sequences.
The sequence packing list will display 5 groups of 10 sequences. This is a guide to help the loading-dock worker know how many
containers to pack.
Check Sequence Tolerance. Enter Yes to have the system check schedule sequence numbers on this schedule for gaps. Specify the size of acceptable gaps in Maximum Tolerance. The system issues a warning if it detects numbering gaps greater than the value specified.
Example For example, this field is Yes and Maximum Tolerance is 2. You process a schedule with sequences 1, 2, 5, 6, 7. No warning message displays because only two numbers are missing. However, with Maximum Tolerance set to 1, the same sequence generates a warning.
Maximum Tolerance. Enter the maximum size of the gap in consecutive sequence numbers that is allowable for schedules associated with this customer ship-to. When Check Sequence Tolerance is Yes, the system issues a warning if it detects numbering gaps greater than the value specified. See the example above. When Check Sequence Tolerance is No, the system disregards this field.
Note Some environments use alphanumeric sequence numbers. In these cases, set Check Sequence Tolerance to No because the system cannot check alphanumeric sequence range integrity. The system issues a warning whenever the value is set to Yes and an
alphanumeric sequence number is processed.
Enter 0 (zero) to issue a warning whenever any gaps in sequence number are found.
Schedule Date Type. Specify whether the dates referenced on the sequence schedule are delivery or shipment dates.
• Shipment date indicates the date when the customer's truck or delivery service will pick up the shipment from your shipping dock.
• Delivery date indicates the dates when the shipment must arrive at the customer's site or dock.
Note When setting up ship/delivery dates you should always check for manufacturing and delivery lead times. These lead times can delay delivery to the customer site. Programs that create or update the required ship schedules consider lead times when calculating ship/delivery dates.
Active Start. Enter the starting date for the schedule horizon. Active start defaults to the date the release is created. Leave this date and the active end date blank to specify that the current schedule is open. In some programs, reports, and inquiries, the active start date is for reference only and cannot be changed.
Active End. Enter the ending date for the schedule horizon. This date must be on or after the active start date. Leave this date and the active start date blank to specify that the schedule is open.
Modifying and Adding Sequences and Details
Use the Sequence Detail Data frame to edit or create new sequence records. You can also mark existing sequences as deleted. The system allows you to delete any sequence record that is not picked or cross-referenced to a picked sequence on another schedule release.
When you mark a sequence as deleted, the system makes that record inactive for the schedule. To permanently delete a sequence record from a schedule, use Sequence Schedule Detail Delete (7.5.4.22).
When you create a new schedule release by entering a new release ID in the first frame, the system prompts whether to copy data from the active schedule to the new schedule. If you accept, it checks whether any sequences from the active release have already been picked. It prompts whether to create cross-references between the sequences on the new release and the corresponding references on the active release.
You cannot pick references from the new release that are cross-referenced to sequences on the active release. These cross-referenced sequences have already consumed their requirements. Any sequences that have Deleted set to Yes are not copied to the new schedule.
Fig. 3.4 Sequence Detail Data Frame (7.5.4.5)
If you indicate that cross-references should not be created, the system copies all sequences from the active schedule to the new schedule. Any sequence records previously marked as picked or cross-referenced are reset. By resetting these sequences, the system considers them as open requirements. When you finish creating the new schedule release, the system prompts you to make the new schedule active.
Normally, sequences are not created at the supplier site. Most customer delivery sequence information is imported into the system using EDI eCommerce. Many of the fields in the Sequence Detail Data frame are used as reference by the customer and have little impact on your processing of the order.
You can optionally use the customer-defined Customer Dock and Line Feed field values as sort criteria when generating pre-shippers and shippers.
The combination of Item Number, Customer Dock, Line Feed, and Customer Reference must be unique. Customer Reference is a required field. This is the customer-assigned reference number for this sequence schedule line. For example, in the automotive industry, the customer reference is typically the Vehicle Identification Number (VIN).
¶See “Customer Ref” on page 56.
The Line Item Customer Ref field is a similar field; however, you use it to enter the customer-assigned reference number for the line item. This is typically the number the customer uses to refer to the item identified by the system item number. If Customer Ref is Customer Item is Yes for the scheduled order, the line-item reference must be a valid customer number defined in Customer Item Maintenance (1.16).
Reporting Sequence Schedule Information
Use the following reports to review and compare sequence schedule information:
• Use Sequence Schedule Inquiry (7.5.4.6) to display all sequences on a sequence schedule release.
• Use Sequence Schedule Report (7.5.4.7) to review a complete sequence schedule release.
• Use Sequence Schedule Variance Report (7.5.4.16) to compare two sequence schedule releases.
• Use Plan/Ship Sequence Variance Report (7.5.4.17) to compare specific item requirements on the active sequence schedule to those on the active shipping or planning schedule release.