Description: These instructions will help you set up a hub transfer system. A hub transfer system is needed if your company This guide will walk you through several aspects of setting up a hub transfer system:has multiple warehouses and allows transfers between the different warehouses. A) How to setup a hub transfer system. B) How to view the path of replenishment for a hub transfer system. C) Adjusting product averages & the ‘upstream’ effects. D) Approving an order for a hub transfer supplier. If you want to set up a hub transfer system, you should start by drawing a diagram of how the hub transfer system will look. Having a visual aid will make the process of setting up a hub transfer system easier. Below is a picture of a simple hub transfer system that will be setup and referenced throughout this guide. The hub transfer system below represents that Texas (Location 02) will be buying from Supplier #5550 in order to transfer products to Calfornia (Location 03). Supplier #5550 ↓ ↓ ↓ Texas Loc 02 ↓ ↓ ↓ California Loc 03 Once you have completed your picture, you can proceed to the following page which will walk you through the steps to setup your hub transfer system. A) How to setup a Hub Transfer Supplier: 1. Start at the Main Menu and choose option 1. Suppliers and press Enter. 2. You are now on the K3S_2000 screen. Press F6=Add to add your hub transfer supplier. 3. Next you will be asked to choose the location for your hub transfer supplier. You will want to use 1=Select to pick the location that your hub transfer supplier is transferring TO and press Enter. You will then need to press Enter a second time to advance to the next screen. Example: We are transferring FROM Location 02 (Texas) TO Location 03 (California). Thus we will select Location 03 (California) as our hub transfer location. 4. You are now on the K3S_2000 screen in Add mode as shown below. Here you will need to enter the Supplier ID and Supplier name. To make it easy to understand, it is recommended that you setup your Supplier ID using the format H_XX_YY, where H signifies that this is a hub transfer supplier, XX signifies the FROM location, and YY depicts the TO location. Example: We are transferring FROM location 02 TO location 03, thus our Supplier ID will be H_02_03. You also need to enter a supplier name. Example: To make it easy to understand, we will enter HUB FROM TEXAS TO CALIFORNIA as our Supplier name.  5. Once you have entered the preceding information, press Enter. 6. Now press F3=Exit to return to the Main Menu. 7. Choose option 6. Special programs from the Main Menu and press Enter. 8. Choose option 2. Hub transfer system and press Enter. 9. You are now on the K3S_8500 screen as pictured below. Press F6=Add to add your transfer supplier.  10. You are now on the K3S_8500 screen in Add mode as shown below. You will need to enter information into the following fields: Transfer supplier: Enter the supplier ID of the hub transfer supplier that you previously added in Step 4. Example: We will enter H_02_03 From location: Enter the location ID you are transferring FROM Example: We will enter Location 02 because we are transferring FROM Texas To location: Enter the location ID you are transferring TO Example: We will enter Location 03 because we are transferring TO California  11. Once the required information has been filled in, press Enter and you will get a message saying ‘Transfer record added’. 12. Press F12=Previous and you will return to a screen where your transfer supplier will now be listed. Example: The sample screen below shows our hub supplier H_02_03 HUB FROM TEXAS TO CALIFORNIA.  13. Use 1=Select to choose your transfer supplier and press Enter. You will now be directed to a screen like the one pictured below. Here you must decide whether you want to establish a transfer supplier link with Suppliers or Products and press Enter. Example: We will choose option 1. Suppliers to establish a transfer supplier link with suppliers.  14. You are now on the K3S_8510 screen as pictured below. We must add links between the regular suppliers and the hub transfer supplier in order for our transfer system to work. To do this, press F6=Add.  15. You are now on the K3S_8510 screen in Add mode as shown below. Utilize the Regular Supplier field to enter the Supplier ID of a supplier you want to add to the hub transfer system. Example: We will add supplier 3850 to our hub transfer system You must also decide if you want the demand history copied from the regular supplier to the hub transfer supplier. The default is 1=Yes, but you can enter 0=No if you do not want demand copied.  16. Once you have entered the required information, press Enter and you will receive a confirmation message saying ‘Regular supplier XXXXX now added.’ You will remain on the K3S_8510 screen in Add mode after the regular supplier is added. Thus, you can keep adding regular suppliers to the hub transfer system by typing the supplier ID in the Regular supplier field and pressing Enter. 17. Once you have finished adding all of the appropriate regular suppliers to the hub transfer system, press F12=Previous. 18. You are now on the K3S_8510 screen as pictured below. You can now see all of the regular suppliers that have been added to your hub transfer supplier. Example: Our hub transfer supplier (H_02_03 HUB FROM TEXAS TO CALIFORNIA) contains two regular suppliers (3850 HOUSE OF WINDSOR and 7750 FRED STOKER & SON).  Reminder: Your hub transfer supplier has now been setup but it is not ready to be put into action. You must wait for a night job to run in order for the demand history to be copied to the appropriate locations. Once a night job has run you can proceed to view the path of replenishment for your hub transfer system. B) Viewing the hub transfer system’s path of replenishment: Now that you have waited for a night job to run you can proceed with viewing your hub transfer system. When you first sign on to K3S you will want to take special note of your Product Interface Log. You will see several log Type 2’s appearing. (Note that log Type 2 signifies a product is changing supplier.) Example: See sample Product interface log below where there are several Type 2’s appearing for supplier H_02_03. If you do not look at your product interface log when you first sign on, you can still get back to it by starting at the Main Menu, take option 2. Products and press Enter, now press F18=Product Interface Log. Once you are done looking at the product interface log, press F3=Exit to get back to the Main Menu. You can now proceed to step 1 below to finish setting up your hub transfer supplier.  1. Starting from the Main Menu, choose option 6. Special programs and press Enter. 2. Choose option 2. Hub transfer system and press Enter. 3. You are now on the K3S_8500 screen as pictured below. Use option 1=Select and press Enter to choose your hub transfer supplier.  4. You will now be on the K3S_8500 screen. Choose option 1. Suppliers and press Enter.  5. You are now on the K3S_8510 screen as pictured below. Look at the Created column and compare the date to the Demand Copied column. We had to stop after Step A and let the night job run so that we could get the demand history copied. You will notice that the dates in these two columns are one day apart. Example: The regular supplier was added to the hub transfer supplier on 06/03/09 and after the night job ran we got the demand copied on 06/04/09.  6. Now press F3=Exit twice to get back to the Main Menu. 7. Take option 4. Suggested orders and press Enter. 8. You are now on the K3S_1010 screen as seen below. Go over to the Mode field and change it to ‘H’ for ‘Hub transfer suppliers’. Reminder: If you don’t remember that ‘H’ stands for hub transfer suppliers, you can do an F4=Prompt on this field to bring up a list of all your choices. 9. Once all of your hub transfer suppliers are appearing, use 1=Select and press Enter to pick the hub transfer supplier you want to work with. Example: We will select hub transfer supplier H_02_03  10. You are now on the K3S_1020 screen. Put ‘SQ’ into the Select check field and press Enter. 11. You are now on the K3S_1030 screen as pictured below. Use option 7=All to view all locations for each product and press F21=Start.  12. You are now on the K3S_8000 screen as seen below. Press F5=Path of Replenishment.  13. You are now on the K3S_8030 screen as seen below. This screen is showing you the path of replenishment between your hub transfer supplier and the regular supplier. You are also able to see the different levels for all locations within the company. Remember that we setup a hub transfer from Texas (Loc 02) to California (Loc 03) so that California can get products from supplier 3850 House of Windsor. Our company has four different locations (01, 02, 04, and 05) that must get goods from supplier House of Windsor. Any location that buys direct from the supplier will be Level 1. Example: Level 1 includes locations 01, 02, 04 and 05. Any location that does not buy direct from the supplier will be a level higher than 1. Example: Location 03 (California) has to go through Location 02 (Texas) to buy from the supplier, thus location 03 is Level 2.  C) Adjusting product averages & the ‘upstream’ effects. When you change the average for a product who is part of a hub transfer system, you must consider how that change will affect the other levels of the hub transfer system. For instance, let us look back at our original example of a hub transfer system pictured below. Remember that Texas (Loc 02) buys from supplier #5550 House of Windsor in order to get products to California (Loc 03). Texas must buy enough of each product from supplier #5550 not only for its own customers but California’s customers as well. But, what happens if California has an increase in demand from its customers and product averages start to increase? We must make sure that Texas is buying more product from supplier #5550 to continue servicing their own customers and California's customers too. Supplier #5550 ↓ ↓ ↓ Texas Loc 02 ↓ ↓ ↓ California Loc 03 To adjust product averages, follow these steps. 1. Starting from the Main Menu, take option 4. Suggested orders and press Enter. 2. You are now on the K3S_1010 screen as seen below. Go over to the Mode field and change it to ‘H’ for ‘Hub transfer suppliers’. Reminder: If you don’t remember that ‘H’ stands for hub transfer suppliers, you can do an F4=Prompt on this field to bring up a list of all your choices. 3. Once all of your hub transfer suppliers are appearing, use 1=Select and press Enter to pick the hub transfer supplier you want to work with. Example: We will select hub transfer supplier H_02_03.  4. You are now on the K3S_1020 screen. Press F2=All to bring up all products for this supplier. 5. You are now on the K3S_1030 screen. Put option 7=All next to the product you want to work with and press Enter. By using option 7=All, we will be able to view all locations for this product.  6. You are now on the K3S_8000 screen as seen below. This screen shows you the demand and product average at each location. Put option 3=History next to the location you want to change the average for and press Enter. Example: We will choose Location 03 (California) to make the change to.  7. You are now on K3S_3031, the history screen for the product at Location 03. Locate the Average field. Place your new value in the Average field and press field exit. Example: The screen below shows the current Average of 100, but we will change it to 125.  8. After your new value is sitting in the Average field, press Enter and a window will appear like the one below. You have now changed the Average at the current location, but this window is giving you the ability to change the Average ‘upstream’ as well. This means you can change the Average to any Locations that sit at a level prior to the current location. Example: We just changed the average at Location 03 (California), but we must also consider the Average at Location 02 (Texas), because Location 02 (Texas) must buy enough product to serve Location 03 (California).  9. The window is showing all locations that could be affected by the change to the Average at the current location. Example: We see both Location 02 (Texas) and Location 03 (California) represented. The window also shows the adjustment made to the average, the average before the adjustment, and the average after the adjustment for each location in the hub transfer system. Example: We see that the adjustment to the average was 25.00. The average for Location 02 (Texas) will go from 191.40 to 216.40. The average for Location 03 (California) will go from 100 to 125. If you would like to keep the values shown in the window, press F21=Accept changes. If you would not like to keep the values shown in the window, press F12=Previous. If you would like to change the Adjustment to the average, type your new value into the appropriate field and press ENTER to calculate the adjustments. For our example we will press F21=Accept changes.  10. After making your selection from the window, you are now back to the history screen for your product. Press F12=Previous. 11. You are now back to the K3S_8000 screen as shown below. Any averages that got adjusted will now be showing the updated value in the Average column. Example: Location 02 and Location 03 are showing the new Average. However, Location 01’s Average has stayed the same because Location 01 is not a part of the hub transfer system we are working with.  12. Use option 3=History on a Location that was affected upstream and press Enter. Example: We will use 3=History on Location 02 (Texas) 13. You are now on the history screen for this product at Location 02. Press F19=Log. 14. You are now on screen K3S_3040 as seen below. This screen is showing the Product Forecast Changes Log. Any adjustments made to a product’s average will be documented here. Remember that the average for this product (which is at Location 02/Texas) got changed because we changed the average at Location 03 (California). The picture of the log below shows three different Types of changes, V, T and C. You can press F4=Prompt on the ‘Type’ field to bring up a list of all the different log Types. Log type V (User changed 1 level down) means that the average changed because an average was changed 1 level down in the hub transfer system. Example: We changed the average 1 level down in California which required us to change the average upstream at Texas Log type T (Transfer supplier) refers to the combining of the averages when a hub transfer system is being set up. Example: When we originally set up the hub transfer system from Texas to California, we had to add California's average to Texas’ average so that Texas would buy enough product to feed California.  15. Press F3=Exit to return to the Main Menu. D) Approving an order from a Hub transfer supplier 1. Starting from the Main Menu, take option 4. Suggested orders and press Enter. 2. You are now on the K3S_1010 screen as seen below. Go over to the Mode field and change it to ‘H’ for ‘Hub transfer suppliers’. Reminder: If you don’t remember that ‘H’ stands for hub transfer suppliers, you can do an F4=Prompt on this field to bring up a list of all your choices. 3. Once all of your hub transfer suppliers are appearing, use 1=Select and press Enter to pick the hub transfer supplier you want to work with. Example: We will select hub transfer supplier H_02_03.  4. You are now on the K3S_1020 screen. Press F5=Approve and you will get to the K3S_1050 screen as pictured below. Notice that the P.O.Type field contains the code ‘T’ for transfer.  5. Press F5=Approve again to complete the approval for the hub transfer supplier. |
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How to Set up a Hub Transfer System |