In all warehouses there comes a time when a product goes missing or gets misplaced and you cannot figure out where it went. We all know that product gets damaged and thrown away, or goes missing without WinFDS being adjusted. Although WinFDS cannot track products that 'Go Missing' what can be done, is to find out how much of the specific product was actually shipped or used in processing so you can determine how much is actually missing.

This week we will discuss how the Product Tracking Report (IC18) provides all product movements entered into WinFDS. We will discuss the various selectivity fields when generating the report and then take a look at the printed report.

Selectivity's of IC18

Note: For this example, we will be using a product that is Lot Controlled and inventoried by units and weight.

1. Open Print Product Tracking Report - IC18
2. Enter the 'Product Codes' that you are interested in reviewing (red arrow below).
3. If you have the multiple warehouse module, you can select the specific warehouse (green arrow below).
4. The 'First Date' (yellow arrow below) is used to indicate when you want information to be provided from. If you leave the field blank, all product movement since the last time you purged product tracking 'IC19' will be listed on the report.
5. The 'Last Date' (blue arrow below) allows you to indicate the last date of product tracking you want on the report.

Note: Using the First and Last Date allows you to narrow the product movement period.

6. You can also narrow the report by entering specific lot numbers (magenta arrow below).
7. The Inventory Activity Type(s) field (cyan arrow below) allows you to select the type of activity you want to see on the report. As an example, you can select only to see Inventory Adjustments or Batch Production information. You can select as many Activity Types as you wish to be provided on the report.
8. The "Q.O.H/Quality Control Quantity" field (black arrow below) allows you to select what inventory you are reporting on. Note: In WinFDS V7, there is a function to assign products to a "Quality Control Quantity". The Quality Control Quantity is used if you have product that you have in your inventory that may be substandard or must be QC tested/certified before it can be used. Search for "Quality Control Quantity" in WinFDS Help to learn more about this feature.
9. Press the Go to generate the report.

Click here to read more about this functionality. >>

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In the past year there have been more food recalls than every before. Many of the products that were recalled took days and even weeks to track as many of the Manufacturers/Processors, and Distributors do not have the means to track products. In the past year, President Obama signed a new Modernization Act that gives more power to the FDA to enforce companies manufacturing and distributing food (supply chain) to maintain a food traceability and food recall plan. From what we have heard, Canada and the CFIA are also cracking down. Thousands of food companies have viewed and downloaded the Recall Plan Templates that we have provided on our website as they do not have software that can manage traceability.

Additional Benefits

• Generate a report in minutes that tells you exactly how a product with specific Lot Numbers was used/shipped.
• Know what Customers to contact and their information
• Conform to regulating agencies to be able to manage traceability
• Piece of mind that you know exactly how and where each Lot Controlled product is used or shipped to

WinFDS has this functionality built-in for your convenience in the event that you you are contacted by your supplier or a government agency asking to recall a product you distribute or manufacture.

Click here to read more about this functionality. >>

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From time to time a Customer may contact you and ask to see a list of products and prices. Depending on the type of Customer they are (i.e. pizzeria) you may want to provide them a specific product list with a specific price level. Setting up specific Price Books and assigning products to these books will allow you to provide the Customer with those products they would purchase with the correct price level.

Below we will discuss how to create a price book, assign products to them, and then generate a Price List for the Customer.

Creating a Price Book

Open MF16 - Price Book Master FileEnter a Price Book Code (red arrow below)If the code has not been used previously, you will be asked if you want to create a new code. Answer 'Yes'.Enter the Description of the price book you have created (green arrow below).Press the Update to save the new Price Book.

Note: If you have the Web Order Entry Module that allows your Customers to place orders online, you can include this Price Book in the Web Order Entry Module. Check the Include? checkbox (magenta arrow below) if you want this Price Book to be visible in Web Order Entry Module.

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WinFDS has "Perpetual Inventory" meaning that as product is received, shipped, manufactured/processed, or adjusted, the inventory will automatically be added or removed accordingly. There are a number of processes within WinFDS that will automatically update your inventory. Sometimes inventory has to be adjusted that is not related to a process within WinFDS. As an example, you might need to remove product from your inventory if it expires or gets damaged while in your warehouse. In this situation, you will need to use "IC16 - Process Inventory Adjustments" to make your adjustment. If you are using the "Quality Control Quantities" functionality provided in WinFDS V7, moving products from the "Quality Control Quantity" inventory to your usable inventory is also performed as an adjustment.

Additional Benefits

Be advised that the screens being used and the features discussed are from WinFDS V6 and V7.

In this weeks discussion, we will walk you through the various functionality and capabilities in "IC16 - Process Inventory Adjustments".

Adjusting Inventory Quantities Up and Down

In our first example, we need to adjust our inventory because one of the cases was damaged and has to be removed from our saleable inventory. We will be adjusting one Unit from the our inventory with lot number "1916".

Click here to read more about this functionality. >>

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From time to time we have been asked to find out when a specific User logged into WinFDS and what they did while they were logged in. This information can be extracted from WinFDS if you have the necessary security access. In the following paragraphs, we will discuss how to see what Users are currently logged into WinFDS, when Users logged in and out and what modules were accessed by specific Users and when.

Security Access

We all know that WinFDS provides you with the ability to prevent specific Users from accessing specific modules or performing functions they should not be performing (as an example, purging files). A number of months ago, we provided a WinFDS Tip that discussed how to set-up security accesses. Basically, after you set up a User, you can provide them access using "SS07 - Security Access Master File".

Display Current Users Status

In the Module 'Display Current Users Status - SS21', you can see who (yellow arrow below) is logged into WinFDS, When they logged in (magenta arrow below), what specific module they are currently in (red arrow below) and when they entered that module (green arrow below). You can also see what Terminal they are logged in from (black arrow below). To learn more about Display Current Users Status - SS21 search on "SS21 - Display Current Users Status" in WinFDS Help.

Another way to open SS21 is to enter a 'W' into the 'Enter Selection' field and hit enter. The Display Current Users Status panel SS21 appears.

Note: You may notice that Terminal 211 is identified four times all with different modules opened but the same User. This is a result of the User being in OP01 and then using the 'Exec' button to open MF02 and then again using the 'Exec' button to open PC06 and then again to open SS21. The '&' symbol next to the terminal number indicates the use of 'Exec'.

Click here to read more about this functionality. >>

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