TRANXACT.AI Training

Supply Chain

Everything that moves, and everything promised before it moves.

Requisitions, purchase orders, receiving, inventory, warehouses, suppliers and sourcing. An approved requisition commits budget before a penny is spent; a receipt moves stock at bin and lot grain and posts the accounting entry at the same instant.

Watch for: A lot-controlled item will refuse a receipt without its lot number. That is the rule working, not the form misbehaving.

Lessons opened: 0/40

Master Data

What you stock, where it sits, how it is measured, and how it is configured.

Lesson Items & Suppliers What you stock and who you buy it from. 2 screensOpen Lesson Units & Packaging What a quantity actually means, what it is packed in, and the numbered pallet standing on the floor. 7 screensOpen Lesson Network Where the business operates and where stock sits: location, warehouse, lane, shelf, bin. 6 screensOpen Lesson Product Configurator Configure to order, assemble to order, make to order and engineer to order. A model asks questions, rules constrain the answers, and resolving a configuration produces an item, a bill of material or an engineering request. 14 screensOpen Lesson Inventory Structure The stocking level between a warehouse and a bin. 1 screenOpen

Sourcing

Ask the market, agree the terms, and keep the supplier honest.

Lesson Strategic Sourcing Ask the market, score what comes back, and award it on the weights declared beforehand. A new event grows out of the last one. 7 screensOpen Lesson Supplier Management Onboarding through performance and risk — who may be bought from, and how well they do. 5 screensOpen Lesson Contract Management Authored from a template, held in one place, and enforced on the prices they fix. 4 screensOpen Lesson Collaboration What the supplier says is coming, what they confirm, and the conversation about it. 3 screensOpen Lesson Direct Materials Long-running agreements, the schedule released against them, and what the supplier has been told to expect. 2 screensOpen Lesson Signatures Documents sent to the other party to sign electronically, and who may sign them for the company. 2 screensOpen Lesson Supplier Portal Suppliers and carriers signing in for themselves, and the changes they ask for. 2 screensOpen

Purchasing

Demand through commitment, receipt, invoice and payment.

Lesson Requisitions & Orders Demand through to commitment and receipt, against a cost center and a budget. 5 screensOpen Lesson Buying Catalogs, the policy that says how to buy, and receipt of what cannot be counted into a bin. 3 screensOpen Lesson Procurement Control Who signs for a requisition and in what order, who is covering for them this fortnight, how vendors are compared, what a subcontractor is holding, and everything between a customer order and its material that is not moving. 8 screensOpen Lesson Invoices & Payment Capture, match against the order and the receipt, and propose what to pay. 5 screensOpen Lesson Electronic Data Interchange Orders, acknowledgments, ship notices and invoices exchanged with trading partners in X12 and EDIFACT. 5 screensOpen Lesson Drop-Ship Lines the vendor ships straight to the customer. 2 screensOpen

Inventory

Perpetual stock, individual units, and what to reorder.

Lesson Stock & Counts Perpetual stock at bin, lot, and status grain. 3 screensOpen Lesson Traceability Individual units and everywhere they have been. 2 screensOpen Lesson Replenishment What to reorder, and when. 1 screenOpen Lesson Returns Goods coming back from customers, from authorisation to credit. 1 screenOpen

Warehouse

The structure of the building, the work that happens in it, and the trailers outside.

Lesson Warehouse Structure The character of each area, the doors goods come through, and who does the work. 7 screensOpen Lesson Warehouse Execution Demand released together, work bundled for one person, and the moves that actually happen. 8 screensOpen Lesson Yard Trailers on site, which door they are on, and how long they have been standing. 2 screensOpen Lesson Dock Scheduling Who is at which door, when — booked by the warehouse or by the carrier. 4 screensOpen Lesson Goods Movement Scan it in, out or around. Barcode, RFID or a photograph of the delivery note — what gets typed is the exception, and it is counted. 12 screensOpen Lesson Warehouse Systems Another system already runs the warehouse. Map its vocabulary to this one and the movements flow both ways. 2 screensOpen

Transportation

What goes on the vehicle, who moves it, where it has got to, and what it cost.

Lesson Load Building What goes on one vehicle and where on the deck each pallet sits — drawn, so a planner can see whether it fits before promising a date. 5 screensOpen Lesson Freight Management Who moves it, what they charge, the instruction they are given, and where it has got to. 11 screensOpen Lesson Maps & Geography Where everything is, in coordinates rather than in prose — and the live picture of what is moving between those places. 4 screensOpen Lesson Third-Party Logistics FedEx, UPS, DHL and the rest: what the platform knows how to speak, the accounts it speaks through, and the labels it buys. 3 screensOpen Lesson Freight Forwarding International: a house bill under a master bill, the boxes, the customs entry, and the spread the business is actually made on. 4 screensOpen Lesson Freight Settlement The carrier bill against what was agreed. Half of a freight invoice is usually accessorials, and an accrual that ignores them is wrong by half. 1 screenOpen

Planning

What will be wanted, what would have to happen for it to be met, and who does it when.

Lesson Demand Planning What we think will be wanted, who disagreed, and how close last quarter turned out to be. 6 screensOpen Lesson Supply Planning What would have to happen for that demand to be met, infinite or finite, and the exceptions a planner actually works from. 5 screensOpen Lesson Capacity & Scheduling What has a finite amount of time in it, how much of it is already spoken for, and which machine does what at which hour. 6 screensOpen Lesson Automation What runs on its own, the limits it works inside, and when its schedule fires. 1 screenOpen

Reporting

The catalog over everything above.

Lesson Reporting Executive, management, operational and audit reporting over this module’s records. 2 screensOpen

More

Lesson Reachable by link These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open. 27 screensOpen

When you are ready

Take the Supply Chain exam