Endorsements

Endorsements allow you to specify, at the item/delivery point level, the specific sales, splitting rules, and delivery information applicable to an item ordered by a particular client to be shipped to a particular location.  The endorsement is effective upon its validity date.  Only one endorsement is valid at any time for a specific item/delivery point relationship/blanket order.  All items ordered through the Synchro module must have a valid endorsement associated.  Each endorsement contains:

·     One item/delivery point relationship

·     A valid endorsement number

·     A validity start date

·     An active or inactive status

For Customer KANBAN, each endorsement also contains:

·     The Customer KANBAN order type

·     The preparation lead time in days, hours, and minutes

·     The transportation lead time in days, hours, and minutes

See the Customer KANBAN key concept for more information.

During the daily batch process, the system searches for the valid endorsement to determine the associated splitting rules for the item/delivery point.

One or several endorsements can be associated with the same item/delivery point relationship, however, only one endorsement is valid on a given delivery date.

The endorsement contains the sourcing company/warehouse able to ship the goods on a given date.  Note:  If a company warehouse is unable to ship for any reason (shortage, close-out, etc.), and there is another warehouse that can ship the goods, the user has to create another endorsement with the shipping warehouse.  The system switches all the offset releases to the new company warehouse according to the validity date.

The endorsement identifies:

·     The MAC-PAC item number, the customer item number and description

·     The Sender Company/Warehouse

·     Shipment terms, carrier

·     Sales price, pricing unit of measure

·     Ordering unit of measure

·     Item packaging and handling units of measure plus conversion factors

·     Transportation lead time

·     Preparation lead time.  You may enter a preparation lead time specific to an item.  When entered, it supersedes the one defined on the Warehouse Description File.

·     Type of label to print by default for lot-controlled items

·     The possibility to authorize shipments from planned delivery request orders

·     Specific item splitting rules.  These splitting rules, if defined, override the splitting rules defined for the customer combination on the Delivery Conditions File.

·     Packaging rounding rules

·     Sender's bill-to company/warehouse

·     Comments

·     The Company/Warehouse

·     Customer Reference Revision Level

·     Ship Reason Code and a description which will be used to specify why an order is being shipped.

Example:  Multi-site shipment

1.   The company receives the following delivery requests for part JIT-WRENC:

2.   The following endorsements are specified for the items ordered:

3.   During the daily batch process, the system searches the valid endorsements in step 2 to determine the associated splitting rules for the item/delivery point.  Using an E1 shipping calendar (no non-working days), the system produces the following offset releases for part JIT-WRENC after the daily batch:

      In the above example, endorsement MWCX01 handles the split for line 1 of the delivery request (quantity 1000) and endorsement MWCX03 handles the split for line three of the delivery request (quantity 60,000).

      The system split line two of the delivery request (quantity 60,000) over two endorsements: MWCX01 and MWCX02.  Endorsement MWCX01 designates 30,000 parts shipped from company/warehouse S01 on 08/15/93.  Endorsement MWCX02 designates company/warehouse S02 to ship the remaining 30,000 parts on various dates according to the splitting rules.