Daily Check List for Supply Chain

Name	Points
Greg Moeller	4184
David Williams	3349
JonA	3288
Kat V	2984
Woozy	1973
Jimmy Chiu	1883
Kwane McNeal	1437
Ragu Raghavan	1348
Roger French	1311
mark.cook	1244

Patricia Mane

Basic Member

Posts: 24

4/14/2015 2:50 PM

Good morning!!

My name is Trish (System Analyst II) and we here at Medical Center Navicent Health are 105 days on Lawson/Infor. I became full time on the project 90 days before go-live, so my main goal at that time was conversion and not learning task (if that makes any sense). We have implemented Supply Chain and Finance with HR/PR in the future. Today I have been tasked with creating Procedures for these two (SC/AP) areas. Before I begin creating, I wanted to reach out to see if anyone had a Daily Check List by Role, or any writing procedures we could follow/study. With Lawson many of our procedures have changed and the user are having a hard time acknowledging. I am hoping to not have to reinvent the wheel.

Any help, guidance and suggestions would be greatly appreciated.

Thanks

Trish

Kat V

Veteran Member

Posts: 1020

4/14/2015 4:59 PM

I'm the system coordinator for Supply Chain. I know the buyers daily have to clear any errors from the PO100 reports (nothing is stuck in PO23) and release their POs. (PO20, put in the buyer code, use the select value by PO Number). They are expected to update acknowledgements and backorders as they come in. Buyer Messages are to be processed in 14 days or escalated to the manager.

For the system coordinators, daily end of day check is - PO list to the med surg distributor, check ED04 for problems (all the edi went out), all price files are released, there are no UOM issues on the templates and all contract price changes from GHX have been uploaded to PO25.6.

I can share some of the written procedures - kvila@mhs.net

David Williams

Veteran Member

Posts: 1127

4/26/2015 7:11 PM

The biggest gotcha with Lawson is the RNI (Received not Invoice) and INR (Invoiced not Received) issues. These came catch up to you very
easily if you aren't checking them weekly.

JonA

Veteran Member

Posts: 1162

4/27/2015 3:41 PM

RNI was definitely a big gotcha for us. Our previous system didn't accrue receipts so it was all new to us. I don't remember if the consultant we had warned me about watching and working the RNI report or maybe she did and I just didn't understand.

Kat V

Veteran Member

Posts: 1020

4/28/2015 1:49 PM

Does Purchasing monitor the RNI at your organization? AP monitors ours in comparison to the vendor statements.

JonA

Veteran Member

Posts: 1162

4/28/2015 6:27 PM

AP does check vendor statements but the buyers will investigate RNI with receipt activity 40 days or older.

Doug

New Member

Posts: 3

5/1/2015 3:16 PM

This is what I think should be occuring
Buyer should be looking at and clearing these forms daily:
PO23 - requisitions that need to be processed to a PO
MA64 - invoice messages
PO223 buyer expedite (we use an add-in report)
PO22 or PO20 - are all POs released?
PO30 - unreleased receipts (sometimes there are errors that receivers miss)
IC130 - this is run nightly and we review the output for high dollar errros. IC should do this but if they are not, you will want to or make sure someone is
Weekly look at
MA236 - invoiced not received report helps you find things that should have been received and are waiting for payment
AP252 - unmatched invoices (purchasing has owned this in facilities I have been responsible for)
PO231 - returns status - if you are doing returns in Lawson

Monthly - we focus on RNI, the accruals occur at month end.
There are a few reports that we use, mostly custom, but the output from PO135 is helpful.

Bill Ianni

Veteran Member

Posts: 111

5/1/2015 6:14 PM

If you do not already inclue cycle counting as a daily task for picking crews, I strongly advise you to implement one immediately. Your MM system is only as good as the accuracy of the stock on hand. So many downstream processes depend on SOH accuracy. Use a turns-based schema so that you're counting what matters the most.