ROSS: New Product Intro; Part Requirements to Order

New Product Introduction changes

When you are ready to introduce the product:

• In Blocking – Product Base blocking
  • End date the Intro blocking.  Without this change, ALL the product sizes cannot be added to orders.
  • Make sure any state or country blocking is current.
  • Product Size blocking should be added for any product sizes that were setup but are not being introduced.
• In SCC Prod Base Maint.:
  • Correct this data:
    • The long name is the price book name.
    • Change the intro date here
    • Change from JSNYET to JS
      • “PrBk Can” changed to “Y” if this is on their price book.  Only mark the “C” part codes if they are created.
    • Make sure the price book description is filled out
    • Make sure the price book sort is filled out and not “1” which we use until Cali lets us know where to put it in the Product Group.
  • In the SCC Product Term/Avail:
    • Correct this data:
      • Change “Prod Class” from JS UN to JS           unpublished to published
      • Change “Price Book” from JSNYET to JS on each product size
      • Change to “Ord Y/N” to “Y”  allowed to order.
      • Activate the Product Master  “Sts Flg” = “I” inactive to “A” active
      • Activate the Product Warehouse
      • Make sure the weight is filled in 
        • Without this, the order weights will be wrong.
        • 
    • On the SCC Price List
      • Verify the price matches the price book
        • Dsc Y/N   - if the weight breaks are not happening, correct this field
        • Pricing ProdGroup – if the quantity breaks are not calculated correct this field:
          • NODISC
          • 55-55
          • RTU,RESTRM,AEROSO,FOAMIQ,URINAL,XPRESS
          • Canadian products need the correct Pricing Product Group as well as the Discount Y filled in!!!

• In SCC Product Term/Avail 
  • The PrcBk SizKey indicates the size description on the price books
    • If it is marked on a price book (even JSNYET) this is required.
    • You will see the “Container Desc.” with the text that goes with that size key.
  • You should also make sure the “Category Code” is filled in.

Please do not include the “, 275*Tote” in the description of the product.   It is a carry over from many years ago.  It is not necessary any more.

Part Requirements for ordering / Terminating

Sales orders flag is the first thing to mark a product for ordering or not ordering.

It is one of many things that are necessary to be able to order a part.

To be able to order a part:

• PRODUCT REQUIREMENTS:
  • It has to be marked as sales orders flag = “Y"
  • It has to have no blocking
    • Discontinuation blocking (at the product/size level)
    • Intro blocking  (at the base level)
    • No restriction for the customer ordering (state or country blocking)
  • It has to have active pricing with the order date between the start and end dates of the price
  • It has to have activated PRODUCT_MASTER and PRODUCT_WAREHOUSE activation status
    • These fields are meaningless.  Anyone who exits a part/warehouse in a wrong way can deactivate a part.
    • We have a job running regularly to activate products.
    • We have a job running regularly to activate product warehouses.    
• CUSTOMER REQUIREMENTS:
  • It has to be marked as sales orders flag = “Y"
    • some non-ordering customers are marked as sales orders flag = “N" 
      • corporate office locations
      • stock transfer locations (some are real physical locations, some are "RM" assigned only)
  • it has to have a price code added with a valid price for the product being ordered
    • Customer Price Codes to add price codes
  • It has to have activated CUSTOMERS and CUSTOMER_ADDRESSES activation status
    • These fields are meaningless.  Anyone who exits customer/address in a wrong way can deactivate them
    • We have a job running regularly to activate customers that are allowed to order.
    • We have a job running regularly to activate customer addresses without [TERM] in the name.
  •  SALES_ORDER_TYPE
    • this will determine what kind of order will be processed (it does not prevent orders from being added)
      • STOCK
      • FOREIG
      • TRANS
      • CC
      • EUORD

Requirements for part termination: 

• The product termination process starts with setting sales orders flag = “N”
  • when sales orders flag = “N”,other fields are automatically changed to match:
    • Product Class is set to JS UN or PM UN
    • price book is cleared
    • Canadian price book is cleared
    • when the termination date is keyed, the status is flipped to "T"
    • the activation status is changed when the part is terminated. 
• [TERM] on the name of the product is just a way to know the intent is to terminate it.
• Termination date must be filled with a date (not 01-01-2100)  
  • this field does NOT stop the order from happening.  
  • It is a notation for documentation to know the date when the termination happened.
• Use SCC Product Term/Avail ross option
  • change the above 3 fields F5
  • menu option:  Terminate Product 
    • 
  • change 2 description to [TERM]...
  • Eff Off date change to today  
  • Termination date will pull in from the prior screen where it is a requirement.
  • Update "Yes"

• Use SCC Part Blocking to add blocking
  • 
  • 
  • Insert key to add new blocking.  it will fill in the text as you key the suggested part
    • if the product base matches the blocking part,
      • it will add to the blocking message "in another pack size" 
      • if not the same base, it will just suggest that product
        • it is up to the order entry person to suggest the appropriate size

Requirements for customer termination: 

• use program:  SCC Customer Maint, Stmt Acct
• FIRST terminate each address
  • [TERM] added to each name        F5
  • Menu option:
    • this will deactivate the address
    • the activation status and [TERM] on the name are the ONLY flags at the address level!!!
    • PRICE_CODE on the address records are NOT USED any more
• [TERM] on the name of the customer
  • all the addresses need to have [TERM] in the name in order to be able to terminate the customer
  • Menu option:
  • Customer Price codes - NO changes are currently being made to the price codes assigned for customer
  • Termination date must be filled with a date (not 01-01-2100) 
    • this field does NOT stop the order from happening.  
    • It is a notation for documentation to know the date when the termination happened
    • 
    • When it is successfully terminated, you will get this message:

BLOCKING NOTES:

Initially show basic fields

show a menu after to see:   

1.  Blocking active

2.  Blocking all   (including terminated)

3.  Pricing information

Three main selections:

1.  select ALL parts for a Country blocking - key the country and see the blocking

2.  select ALL parts for a State blocking  - key the state and see the blocking

Get the data from table:   scc_order_blocking

Show product base first, then show the Part code blocking

3.  select a product base and see all the blocking for the base   PRODUCT_MASTER(SCC_PROD_BASE)

       1.  Y/N if Introduced yet and introduction date   SCC_INTRODUCED_FLAG & SCC_INTRODUCTION_DATE

       2.  STATUS &  SCC_TERMINATION_DATE

       3. description    SCC_PROD_BASE_NAME_125

       4. SCC_PRICE_BOOK & SCC_PRICE_BOOK_SORT  &  SCC_PRICE_BOOK_DESCRIPTION

      5. SF_BRAND

      6. SCC_PRIMARY_CATEGORY

2.  show sizes for this PRODUCT_MASTER(SCC_PROD_BASE)

1. Size                               PRODUCT_MASTER(SCC_SIZE_KEY)     SCC_SIZE_MASTER(SCC_SIZE_NUMBER_2)    
   1. Part Code =SCC_PROD_BASE  +  SCC_SIZE_NUMBER_2 
2. TERMINATED                PRODUCT_MASTER( SCC_TERMINATION_DATE)
3. Allowed to order          PRODUCT_MASTER(SALES_ORDERS_FLAG) = "Y" or "N"
4. Activated                      PRODUCT_MASTER(ACTIVATION_STATUS)  
5. show the Intro blocking ( new part codes )  release date for intro.
   1. SCC_ORDER_BLOCKING(SCC_PROD_BASE)
   2. SCC_ORDER_BLOCKING(PART_CODE)
   3. SCC_ORDER_BLOCKING(SYS_COUNTRY)
   4. SCC_ORDER_BLOCKING(SYS_STATE)
   5. SCC_ORDER_BLOCKING(TEXT_MESSAGE)
   6. SCC_ORDER_BLOCKING(ACTIVATE_DATE)
   7. SCC_ORDER_BLOCKING(DEACTIVATE_DATE)
6. show the Discontinued blocking (terminated part codes  or never introduced) starting and ending date for discontinued.
7.  setup in the warehouse and activated warehouse  PRODUCT_MASTER(SCC_WMS_WAREHOUSE)
   1. FG
   2. EU
8. Show as a separate window:  Pricing
   1. Marked in Price book   PRODUCT_MASTER(SCC_PRICE_BOOK) = JS or JSIPG
   2. Is pricing setup - we will decide if we want to show the pricing.  check for "D" price code
      1. SOP_PRICES(COMPANY_CODE) = "1"
      2. SOP_PRICES(PRICE_TYPE) = "4"
      3. SOP_PRICES(DIVISION) = "00"
      4. SOP_PRICES(WAREHOUSE) = "FG"   PRODUCT_MASTER(SCC_WMS_WAREHOUSE)
      5. SOP_PRICES(PART_CODE)
      6. SOP_PRICES(PRICE_CODE) = "D"  distributor prices
      7. SOP_PRICES(VALID_FROM_DATE)
      8. SOP_PRICES(VALID_TO_DATE)
      9. SOP_PRICES(SALES_PRICE)
   3. discount allowed.                             PRODUCT_MASTER(SCC_DISCOUNTABLE_FLAG)
   4. product weight                                PRODUCT_MASTER(WEIGHT_GROSS)  &                                                                                                                          SCC_WMS_ST_ITEMS(SCC_ACTUAL_WEIGHT)  &                                ,.SCC_WMS_ST_ITEMS(UNIT_OF_MEASURE) <> '"PL" for pallet weight
   5. product weight discounts   
   6. product quantity level discounts    PRODUCT_MASTER(SCC_PRICING_PRODUCT_GROUP)

2. show as a separate window:  any restriction blocking. 

            1. by state

           2. by country

           3. any overrides to the blocking.

           4. blocking messages

Toggle to show all terminated blocking as well.