Module

Supply Chain

Items, suppliers, purchasing, bin-level inventory, and warehouse execution. Receipts accrue GR/IR in Accounting.

9 groups · 40 sections · 200 screens

Master Data

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

Items & Suppliers

What you stock and who you buy it from.

RecordsItemsOpen an item and everything about it is there: its organizations, sales, purchasing, planning, work definition, revisions, stocking, quality, costing and lot control, each one dated so you can read it as it stood on any day.Open RecordsSuppliersOpen a supplier for its sites, financial terms, bank details, certifications, diversity and exclusions — the ordering address is almost never the one you pay.Open

Units & Packaging

What a quantity actually means, what it is packed in, and the numbered pallet standing on the floor.

RecordsUnits of MeasureA unit belongs to a dimension and carries a factor to that dimension’s base unit, so any two units of one dimension convert without anybody declaring anything.Open RecordsUnit ConversionsThe conversions arithmetic cannot derive. A rule with no item is a company rule; a rule with one belongs to that item and beats it.Open RecordsItem UnitsEvery unit one item may be transacted in, and what each is worth in the item’s stocking unit. This is what a purchase order line’s unit picker reads.Open RecordsPackage TypesThe pallets, cartons, totes, drums and containers goods are shipped in — with the outside dimensions and the tare weight that make a load plan arithmetic rather than an opinion.Open RecordsPackaging MaterialsWhat goes into a pack and is not the goods: film, void fill, desiccant, the label. Costed, because packaging cost per order is a real number nobody can produce without it.Open RecordsPacking InstructionsHow many go in the carton, how many cartons on the layer, how many layers on the pallet. One row per level, so a customer who wants it packed differently is a second instruction rather than an argument.Open RecordsHandling UnitsThe actual, physical, numbered thing on the floor: pallet, carton, container. They nest, and the weight of a parent is the sum of everything under it — maintained rather than typed, because a pallet whose weight is a guess is a pallet that overloads an axle.Open

Network

Where the business operates and where stock sits: location, warehouse, lane, shelf, bin.

WorkspaceNetwork HierarchyLocations and the warehouses, lanes, shelves and bins beneath them, graphically.Open RecordsLocationsOpen RecordsWarehousesOpen RecordsLanesOpen RecordsShelvesOpen RecordsBinsOpen

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.

WorkspaceConfigure a ProductAnswer the model’s questions and watch the price, the lead time and the fulfilment strategy resolve as you go.Open RecordsConfigurator · ModelsA configurable product and how a configuration of it gets made — configure, assemble, make or engineer to order.Open RecordsConfigurator · QuestionsThe questions a model asks, in order. How many answers each takes decides whether it is a radio button or a checklist.Open RecordsConfigurator · OptionsThe answers. An option with an item puts a part in the product; one without is a characteristic that changes price and paperwork.Open RecordsConfigurator · RulesTwo kinds of rule in one list. CONSTRAINT rules say what may be chosen, as explicit pairs, because a rule has to be explicable to a salesperson standing in front of a customer. PROCESS rules say what the choice MEANS — which component, in what quantity, through which operation, with which inspection — and carry a condition written in the ordinary expression language.Open WorkspaceConfigurator · WorkbookThe whole definition of a configurable product — models, characteristics, values, rules written as IF … THEN … sentences, components, operations and sub-assembly structure — as one Excel workbook to download, edit and upload; or many rules pasted as text at once.Open ViewConfigurationsWhat customers actually configured, what it came to, and whether it can be made yet.Open RecordsConfigurator · ParametersThe named constants a calculation rule leans on — the process allowance, the cutting allowance, a density. Named so a formula reads as a sentence rather than as arithmetic over numbers nobody can place.Open RecordsConfigurator · Sub-assembly InheritanceWhich of a parent model’s answers travel down to a child model, and under what name there. Without the map a sub-assembly is configured in isolation, and a 12 mm machine acquires a 10 mm axle.Open ViewConfigured · ComponentsEvery part the rules put in a configuration, at the quantity their formulas computed, with the rule that chose it. The answer to “why does this order have this part”.Open ViewConfigured · RoutingThe operations a configuration resolved to, in sequence, with the work centre, the time the rules computed and what each costs. A galvanizing operation that is not there is the answer to “why is this one cheaper”.Open ViewConfigured · InspectionsThe inspections a configuration’s characteristics decided on — incoming, in-process and final. The same rules that chose the parts choose what is measured.Open ViewConfigured · Cost SheetThe rolled-up cost of a configuration, element by element — material, labour, machine, setup, outside processing, scrap, freight, packaging and overhead. A total nobody can check is a total nobody can defend.Open ViewConfigured · WhyEvery fact about one configuration in one list: what was answered, what was computed from it, what that selected, and which rule did it. The screen a production engineer opens when an operator asks why the traveller says what it says.Open

Inventory Structure

The stocking level between a warehouse and a bin.

RecordsSubinventoriesThe stocking level between a warehouse and a bin: raw stores, finished goods, quarantine, consignment — and whether what sits there counts as available.Open

Sourcing

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

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.

WorkspaceDraft & DeriveBuild an event out of the last one, the contract that is running out, or an order that keeps repeating — then read the document it produced, with every place that needs a person marked beside the paragraph it is about.Open RecordsSourcing EventsRFI, RFP and RFQ. Every response is scored and ranked as it arrives — on price, lead time, payment terms and any criteria the evaluators mark — and awarding against the ranking has to be said out loud.Open RecordsResponsesWhat each supplier offered, and how it scored on the weights declared before the event opened.Open ViewInvitationsEvery supplier asked to respond to a sourcing event, and whether they have. Invite more on the event itself, under Invited suppliers.Open Recordse-AuctionsA reverse auction only moves one way, and only by the declared decrement — the rule lives in the database, so no bid gets in by another door.Open RecordsDocument TemplatesThe skeleton each kind of event is written from. A merge field the platform can answer is filled in; one it cannot stays visible as a placeholder.Open ReportSourcing PipelineWhat each event drew and what it saved against its estimate.Open

Supplier Management

Onboarding through performance and risk — who may be bought from, and how well they do.

RecordsSupplier OnboardingA supplier is not approved until the paperwork is on file. Submitting names everything still missing at once; approval creates the supplier record the rest of the platform buys from.Open RecordsSupplier DocumentsWhat each supplier has on file and when it runs out. An expired certificate is a compliance failure waiting to happen.Open RecordsSupplier PerformanceDelivery and cost are measured from what actually happened; quality, service and compliance are judged. The overall score weights only what was scored.Open RecordsSupplier RiskLikelihood times impact, with the mitigation and who owns it. The score and its severity are computed, not opinions.Open ReportSupplier ScorecardScore, risk, spend and whether the paperwork is still in date — every supplier on one page.Open

Contract Management

Authored from a template, held in one place, and enforced on the prices they fix.

RecordsContractsAuthored from a template, held in one place, and enforced: the prices a contract fixes are what a purchase is checked against.Open RecordsContract TemplatesThe standard wording, with merge fields the authoring step fills in.Open ReportContract StatusContracts against the clock: what is expiring, what is inside its notice period, and how much of each is used up.Open ReportContract ComplianceSpend that went through a contract against spend that did not — the gap is what a contract was meant to close.Open

Collaboration

What the supplier says is coming, what they confirm, and the conversation about it.

RecordsShipping NoticesWhat the supplier says is on its way. Receiving one stages a goods receipt, so it arrives the same way as anything else.Open ViewOrder ConfirmationsWhat was asked for beside what the supplier promised, so the gap is visible without chasing it.Open RecordsSupplier CollaborationThe conversation, against the document it is about. Whose turn it is follows from who spoke last.Open

Direct Materials

Long-running agreements, the schedule released against them, and what the supplier has been told to expect.

RecordsScheduling AgreementsA long-running commitment to one supplier for one material. Releasing against the schedule raises a real purchase order, and cannot exceed what was agreed.Open RecordsSupplier ForecastsWhat the supplier has been told to expect, what they committed to, and what actually happened.Open

Signatures

Documents sent to the other party to sign electronically, and who may sign them for the company.

WorkspaceE-SignatureContracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.Open WorkspaceSigning AuthorityWho may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.Open

Supplier Portal

Suppliers and carriers signing in for themselves, and the changes they ask for.

RecordsSupplier Portal UsersPeople at your suppliers and carriers who sign in to the supplier portal: invited by email, held to their own records, with a second step where you require one. People at customers are invited from CRM.Open ViewSupplier Change RequestsContact, address and bank details suppliers asked to change from the portal. Nothing changes until it is approved here, and a new bank account arrives unverified.Open

Purchasing

Demand through commitment, receipt, invoice and payment.

Requisitions & Orders

Demand through to commitment and receipt, against a cost center and a budget.

RecordsRequisitionsOpen ViewPurchase OrdersOpen ViewGoods ReceiptsEvery goods receipt posted against a purchase order: what came in, into which bin, and the serial numbers of the units. Open a receipt and use “Register serials” on a line to record them — after posting too.Open ViewPO ApprovalsEvery signature a purchase order is waiting for, in the order they are collected. An order is received only once every level has approved.Open RecordsPO Approval RulesWhich purchase orders need approval, and who signs. A rule on the buyer's reporting line follows the HRMS Organization Chart (and the position tree where a manager is not recorded), so reorganising the company re-routes approvals with nothing to change here.Open

Buying

Catalogs, the policy that says how to buy, and receipt of what cannot be counted into a bin.

RecordsCatalogsHosted and punch-out catalogs, priced from the contract behind them.Open RecordsGuided BuyingWhat a person may buy without asking, when quotes or a sourcing event are required, and where to buy it from. Ask the guide rather than a colleague.Open RecordsService ReceiptA service is received by confirming it happened. Approval accrues the cost, so the ledger knows about work done before the invoice arrives.Open

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.

RecordsRequisition Approval RulesWhich purchase requisitions need a signature, and whose. The same shape a purchase order rule has, because a company should express its delegation of authority once.Open RecordsApproval LevelsThe people a rule asks to sign, one level at a time, in order. A level whose approver has left or is on leave is skipped and the next one fills it; a level that must be filled by somebody holds the document instead. Works the same way for a purchase order and for a requisition, because it is one policy.Open RecordsApproval DelegationsWho is signing for whom while they are away. A record rather than an edit to the rule: the rule still says what the company’s policy is, this says who is covering, and the approval itself says which of the two it went to and why.Open ViewRequisition ApprovalsEvery signature a requisition is waiting for, oldest first. A requisition may not become a purchase order until they are all in — and the database, not a screen, is what enforces that.Open RecordsVendor Evaluation CriteriaWhat responses will be compared on, and how much each counts — declared before any response is opened. Criteria chosen afterwards are criteria chosen to fit the preferred answer.Open ViewVendor Evaluation ScoresWhat each vendor scored on each criterion, and what it was worth once weighted. Price, lead time and payment terms are each scored against the best response: the lowest offer, the shortest lead time, the longest credit. Unless the event says otherwise they weigh 60%, 20% and 20%.Open RecordsMaterial at SubcontractorsWhat the company owns and is not holding: material issued to a subcontractor, what they consumed, returned and spoiled, and what is still out there.Open ViewProcurement ExceptionsEverything between a customer order and the material it needs that is not moving — unapproved requisitions, unawarded tenders, late deliveries, rejected material, overdue subcontractors and invoices that will not match.Open

Invoices & Payment

Capture, match against the order and the receipt, and propose what to pay.

RecordsInvoice CaptureAn invoice however it arrived — scanned, emailed, EDI or keyed. Capture finds the supplier and the order, and flags a duplicate before it becomes a double payment.Open ViewMatch ResultsWhat each match compared and what it found. An exception is released by a person, with a reason on the record.Open ReportHeld InvoicesEverything stuck, and what it is stuck on.Open RecordsPayment ProposalsWhat is due by a date, what discount is lost by waiting, and what to pay. Releasing it becomes a bank payment batch rather than a second way of paying.Open RecordsPayment TermsNet days and the discount for paying early — what the proposal reads to decide whether waiting costs money.Open

Electronic Data Interchange

Orders, acknowledgments, ship notices and invoices exchanged with trading partners in X12 and EDIFACT.

WorkspaceEDI InboxPaste or upload a partner’s X12 or EDIFACT file, check it segment by segment, and receive it into orders, confirmations, expected receipts and invoice drafts.Open ViewEDI InterchangesEvery interchange sent or received: the control numbers, the status, the acknowledgement, the faults in sentences, the documents it made, and the file exactly as it was.Open RecordsEDI PartnersThe customers, suppliers and carriers you exchange EDI with: X12 004010/005010 or EDIFACT D96A/D01B, the interchange IDs and qualifiers on both sides, the separators, and how files travel.Open RecordsEDI ConnectorsHow files travel: AS2, SFTP, a VAN mailbox — or the sandbox, which keeps every file on its interchange to download. Credentials are stored sealed and never shown.Open RecordsEDI Document MapsPer partner and document: inbound or outbound, what it makes or is made from, how items are named, and whether an inbound document is processed on arrival or held for review.Open

Drop-Ship

Lines the vendor ships straight to the customer.

ViewDrop-Ship OrdersSales order lines the vendor ships straight to the customer: the vendor order behind each, and how far it has got. Nothing here touches your own stock.Open ViewDrop-Ship ConfirmationsEvery time a vendor said a drop-ship order had gone — from the console, the supplier portal or an 856 — with the pass-through receipt, the cost journal and the customer invoice it made.Open

Inventory

Perpetual stock, individual units, and what to reorder.

Stock & Counts

Perpetual stock at bin, lot, and status grain.

ViewInventory (Bin Level)Open ViewInventory LedgerOpen ViewCycle CountsOpen

Traceability

Individual units and everywhere they have been.

ViewSerial NumbersOpen ViewSerial HistoryOpen

Replenishment

What to reorder, and when.

ReportReorder AdviceExplainable recommendations — nothing is ordered without buyer approval.Open

Returns

Goods coming back from customers, from authorisation to credit.

RecordsReturns (RMA)Goods a customer sends back: authorised before they travel, received into quarantine, inspected and dispositioned, and resolved by a credit note, a replacement or a refund.Open

Warehouse

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

Warehouse Structure

The character of each area, the doors goods come through, and who does the work.

WorkspaceWarehouse MapThe floor, drawn: every bin colored by how full it is, the doors, the staging areas and the trailers standing in the yard.Open RecordsStorage TypesWhat KIND of space each area is, and the two decisions that follow from it: how stock is put away there and how it is taken out.Open RecordsDock DoorsWhere a vehicle meets the building. A real constraint: two trailers cannot be on one door, and a load whose door is occupied is a load that will not leave on time.Open RecordsStaging AreasWhere goods wait between the door and the rack, or between the pick and the truck. Measured in pallet positions and floor area, which is why it is not a bin.Open RecordsWarehouse ResourcesThe people, trucks and handhelds that do the work. A resource that is a person IS an employee, so their productivity is reported against their record and a leaver stops being a resource without anybody remembering to do it here.Open RecordsPutaway RulesWhich storage type an arriving item should go to, in what order to try. Evaluated most specific first: a rule naming this item beats one naming its category.Open RecordsReplenishment RulesKeeping the pick face full from the reserve, so a picker never walks to an empty bin.Open

Warehouse Execution

Demand released together, work bundled for one person, and the moves that actually happen.

RecordsWavesThe decision to work on THESE orders now. Picking one order at a time walks the same aisle forty times; a truck leaving at four means the work starts at one.Open RecordsWarehouse OrdersA bundle of tasks for one person to do in one go. The unit of assignment, as opposed to the unit of work.Open RecordsWarehouse TasksOne move: this quantity of this item, from this bin, to that one. Every kind of warehouse work is this shape, which is why there is one list rather than six. Confirming a task is the only thing here that moves stock.Open ViewWhat Needs ReplenishingEvery pick face at or below its minimum, right now. The replenishment run reads exactly this and turns each row into a task.Open ViewBin UtilizationHow full each bin is against what it will take. The number the warehouse map colors by, and the one a putaway strategy checks before it proposes anything.Open RecordsSlottingWhere each item OUGHT to live, given how it actually moves. A recommendation with its reasoning attached, so nothing is moved without somebody agreeing to it.Open RecordsLabor StandardsHow long one of these tasks ought to take. Split into fixed and variable, because walking to the bin costs the same whether you pick one case or ten.Open ViewLabor PerformanceWhat one person actually did in one shift, against the standard. The row that makes warehouse productivity reportable next to the roster and the payroll.Open

Yard

Trailers on site, which door they are on, and how long they have been standing.

RecordsYard LocationsThe spots a trailer can stand in, and which of them are on a door.Open RecordsYard MovementsA trailer stay: it arrived, it sat here, it went on a door, it left. Dwell time is what this exists to produce, because detention is charged by the hour and nobody can argue about it without a record. Booking a truck’s arrival at a gate or door against an order is a Dock Appointment, not a yard movement (IN PFC TKT-000009).Open

Dock Scheduling

Who is at which door, when — booked by the warehouse or by the carrier.

WorkspaceDock BoardOne warehouse, one day: doors down, slots across, every booking in its cells — check trucks in, send them to the door and check them out from here.Open RecordsDock AppointmentsCarrier bookings of a door and a slot — a gate entry for a delivery: what is coming or going, against which order or notice, how many pallets — and when the truck actually arrived. A door cannot be booked twice for the same time.Open RecordsDock CalendarsPer warehouse: how long a slot is, when the dock opens and closes and on which days, how late is late, when a booking becomes a no-show, and whether carriers may book themselves.Open RecordsDock ClosuresA door, or the whole dock, shut for a holiday or maintenance. No slot inside a closure can be booked.Open

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.

WorkspaceScan & PostThe handheld screens: pick the application, pick the document, scan against its lines, and post. Or photograph the delivery note and confirm what it read.Open WorkspaceFixed Asset DetailsScan a fixed asset to see its register entry and record a physical count — date, condition, quantity found and a remark. Views for working, non-working, unscanned, duplicate and missing assets.Open WorkspaceFixed Asset LabelsFind assets by WBS element, creation date or whether their label was printed, choose several, and display and print their barcode labels.Open WorkspaceDocument RetrievalScan the QR code on a printed material document, or type its number, to see what it moved, open the document and read its attachments.Open RecordsMovement HistoryOne movement in progress. Scan a barcode, wave a tag or photograph the pallet; the platform decodes it, checks it and posts it. Every kind of movement is the same three steps.Open RecordsItem BarcodesWhat is printed on the goods. A code is checked against its own check digit before it is stored, so a scan that fails later was wrong on the label.Open RecordsRFID TagsEvery tag, what it is attached to, and where it was last seen. An EPC decodes to the GTIN and serial inside it.Open RecordsRFID ReadersWhere tags are read: dock portals, handhelds, shelves and conveyors.Open ViewImage CaptureWhat a vision model was asked and what it answered, with how long it took and how confident it was. Kept so a reading can be challenged.Open ReportCapture EfficiencyHow much of each movement is actually scanned rather than typed. The point of automatic identification is to drive the typing to nothing, so it is measured.Open ReportCount VariancesWhat a count found against what the ledger believed, valued at standard cost.Open ReportRFID VisibilityWhere the tagged stock is, and how long since anything saw it.Open

Warehouse Systems

Another system already runs the warehouse. Map its vocabulary to this one and the movements flow both ways.

RecordsWMS ConnectionsAnother system already runs the warehouse. Map its field names to these and its movements arrive as scan sessions — no code changes to take another one on.Open ViewWarehouse MessagesEvery message exchanged with another system, what it mapped to and what became of it. Append-only.Open

Transportation

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

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.

WorkspaceLoad BuilderThe deck, drawn to scale, with every pallet where it actually sits. Drag one and the weight, the cube, the floor use and the axle loading follow, because the picture and the arithmetic are the same fact.Open RecordsLoadsOne vehicle worth of freight. Utilization is the whole point: a trailer at sixty per cent is forty per cent of the freight bill spent carrying air.Open RecordsVehicle TypesThe kinds of vehicle a plan may use. The inside dimensions are the load builder’s canvas: it draws exactly that rectangle and fits pallets into it.Open RecordsVehiclesOne actual vehicle, owned, leased or the carrier’s. The compliance dates sit on the master because each of them expiring grounds it.Open RecordsDriversWho drives. The hours are the point: a driver out of hours is a load that does not go, and scheduling a run that breaks the rules is the most expensive mistake a transport planner can make.Open

Freight Management

Who moves it, what they charge, the instruction they are given, and where it has got to.

RecordsCarriersWho moves it. A carrier IS a supplier as far as payables is concerned, so a freight invoice posts against the supplier record rather than into a second ledger.Open RecordsCarrier ServicesWhat a carrier sells. "UPS" is not a service; "UPS 2nd Day Air" is, and it is the thing that has a transit time and a cutoff.Open RecordsTransport LanesOrigin region to destination region, by mode. The unit a rate is quoted on and the unit a spend analysis is done on.Open RecordsFreight ClassesThe NMFC scale. Density, stowability, handling and liability decide it, and it is the single biggest driver of an LTL price.Open RecordsFreight TariffsA price agreement with a carrier. The rate basis is what lets one engine price parcel, LTL and truckload: three different arithmetics, one lane comparison.Open RecordsAccessorial ChargesWhat a carrier charges for beyond moving the goods. Half a freight bill is usually these, and an accrual that ignores them is wrong by half.Open RecordsFreight OrdersThe instruction to a carrier: collect here, deliver there, these stops in this order. Tendered, accepted, refused, offered to the next one down.Open RecordsRate ShoppingWhat came back when several carriers were asked. Kept rather than thrown away: "why did we ship this on the expensive one" is a question somebody asks three weeks later.Open RecordsRoutesThe drawn line and the plan behind it. Sequencing the stops is nearest-neighbour with time windows pulling a stop forward: crude, fast, and typically within a fifth of optimal on a delivery round.Open ViewTracking EventsWhat the carrier told us, when. The evidence behind an on-time-delivery figure, normalized so a dashboard does not have to know that UPS says "I" and FedEx says "IT".Open ViewCarrier ScorecardComputed rather than typed: what each carrier moved, what it cost, how much of it arrived on time, and how often their invoice was wrong.Open

Maps & Geography

Where everything is, in coordinates rather than in prose — and the live picture of what is moving between those places.

WorkspaceTransport MapWhere everything is: the places, the vehicles, the routes drawn as real lines, and every shipment still out there.Open RecordsPlacesA place, geocoded. Held once and referenced everywhere: the same customer address appears on a hundred deliveries, and correcting it once should correct all of them.Open RecordsGeofencesAn area on the map that means something: a customer site, a depot yard, a low emission zone. Crossing one says the truck has arrived without anybody telephoning to ask.Open RecordsMapping ProvidersWhich mapping service this company uses. OpenStreetMap needs no key and no account, so the map draws on the first boot; a Google or Mapbox contract is added here.AdminOpen

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.

RecordsLogistics ProvidersThe integrations the platform knows how to speak, and what each one actually needs before it will work. "Configure your credentials" helps nobody.Open RecordsCarrier AccountsOne set of credentials with one provider. Sealed the way every other connector in the product seals them, and never sent back to the browser.AdminOpen ViewShipping LabelsLabels that have been bought. Kept because voiding one is a real action with a real refund window, and reprinting is the commonest request a shipping desk gets.Open

Freight Forwarding

International: a house bill under a master bill, the boxes, the customs entry, and the spread the business is actually made on.

RecordsForwarding ShipmentsA house bill under a master bill. A forwarder makes its money on the spread between what it buys at and what it sells at, so buy and sell are two columns rather than one.Open RecordsContainersThe box itself. A container without a verified gross mass does not get loaded, which is why that is a column rather than a note.Open RecordsCustoms DeclarationsThe customs entry, held as its own document because it has its own number, its own dates, its own duty and its own way of going wrong.Open RecordsFreight ChargesThe priced detail: linehaul, fuel, each accessorial, on its own line. Both what it was bought at and what it is sold at, because the difference is the whole business model of a forwarder.Open

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.

RecordsFreight InvoicesThe carrier bill, matched against what was agreed. Freight audit is the highest-return process in transportation and it is nothing more than comparing three numbers.Open

Planning

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

Demand Planning

What we think will be wanted, who disagreed, and how close last quarter turned out to be.

WorkspaceDemand Planning BoardThe history, the statistical forecast and what was agreed, item by item and period by period, with the plan drawn against what actually happened.Open RecordsDemand PlansA named, dated statement of what is expected. Versioned rather than overwritten: last month plan is what this month accuracy is measured against, and editing one in place destroys the only evidence anybody has.Open RecordsDemand Forecast LinesOne item, one place, one period. Five quantities, because the statistical number, what sales think, what marketing think, what was agreed and what happened are five different facts.Open RecordsForecast ModelsHow a statistical forecast is calculated. Held as data so a planner can add one without a deployment, and so a run can record which it used.Open RecordsDemand SignalsDemand that is not a forecast: a signed order, a likely quotation, a weighted opportunity, a dependent requirement. One place for a planning run to read demand from, and it can say where every unit came from.Open ViewForecast AccuracyWas the forecast any good. Which items are forecastable at all is usually a more useful answer than a better model.Open

Supply Planning

What would have to happen for that demand to be met, infinite or finite, and the exceptions a planner actually works from.

WorkspaceMaterial Requirements PlanningWhat a sales order needs, exploded through its bills of material and netted against stock and open supply. What is short is bought on a requisition naming the order, or made on a planned order that becomes its production order.Open RecordsSupply PlansWhat would have to happen for the demand to be met. An INFINITE run assumes the factory can do whatever the plan asks; a FINITE one does not, and comparing them is exactly how a planner finds the bottleneck.Open RecordsPlanned OrdersWhat the run decided should be ordered, made or moved. A proposal until somebody firms it, and firming one produces a real requisition or works order.Open RecordsPlanning ExceptionsWhat the run wants somebody to look at. A run that produced four thousand orders and no exceptions has told nobody anything.Open ViewProjected StockWhat is on hand, what is coming, what is wanted, week by week for six months. The single most useful screen in planning and the one thing reorder advice could never show.Open

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.

WorkspaceCapacity BoardWhat every resource is being asked for against what it has, drawn as a bar per period with the available line across it. Where the bottleneck is, seen rather than argued about.Open WorkspaceScheduling BoardThe Gantt. One board serves a work center, a factory line and a delivery vehicle, because the shape of the problem is identical and three near-identical boards would be three near-identical bugs.Open RecordsCapacity ResourcesAnything with a finite amount of time in it: a work center, a crew, a vehicle, a driver. One list for all of them, because a factory whose bottleneck is its delivery fleet is a real and common situation.Open RecordsCapacity CalendarsWhen a resource is actually available. Shifts, holidays, planned maintenance, a second crew on Saturday. One row per day, because the exception is the point.Open ViewCapacity LoadWhat a plan asks of a resource in a period against what it has. The row a finite run reads before it dares to schedule anything into a period.Open RecordsCapacity SchedulesOne board: this set of resources, over this window. A factory schedule, a work center schedule and a vehicle schedule are the same document with a different resource kind on it.Open

Automation

What runs on its own, the limits it works inside, and when its schedule fires.

RecordsAutomation RulesWhat runs on its own: MRP and firming, reorder, order confirmation and release, ASN receipt with quality hold, preventive maintenance, sourcing award, return approval, outbound EDI and carrier tracking. Each rule is switched on here and given its limits; what it may change is the company's autonomy level for its key.Open

Reporting

The catalog over everything above.

Reporting

Executive, management, operational and audit reporting over this module’s records.

ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.Open ReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open

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.

Supply Chain

Master Data

Sourcing

Purchasing

Inventory

Warehouse

Transportation

Planning

Reporting

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