General #

Energix has Three phases in our projects - each phase defined as separate project:

1. Initiation
2. Construction
3. Operation

In the first phase there is no inventory involved.

In the last phase (operation) the inventory needed to manage is typically spare parts. this type of inventory management is not in scope at current.

The construction activities require a lot of inventory shipping. but once the items received in the under-construction site, there is very few transfers.

The current process #

Energix buy containers of construction materials, such as structures, panels, cables, inverters and more.
Part of the items purchased and sent directly to the sites on-time.

Other part of the inventory bought, paid and formally "received", but is still either in the supplier's stores, or in third party werehouses.

Once the installation time approached, the project manager ask the storehouse manager/supplier to ship some containers to the installation site.

The process now is managed outside the system - only the initial receipt done in the ERP system. The shipping and the inventory onhand details are managed in some Excel files

Required process #

Initial #

1. PO opened for the supplier (General Project or no project)
2. The third party storehouse inform Energix regarding the received inventory.
3. PM/Planner validate it physically.
4. Bulk receiving performed in the system against the PO

Shipping to installation #

1. The PM inserts Internal Requisition
2. The Internal requisition approved by planner.
3. Shipment order initiated automatically based on the Internal Requisition.
   • Source: Sub-Inventory: FG, Location: Physical location.
   • Destination: Sub-inventory: FG, Location: Physical location. Project: the construction project include task
4. Pick list are generated, the planner should approve it with the warehouse manager .
5. Transact move order made by the planner/warehouse manager
6. Planner/Warehouse manager do ship-confirm.
7. Performa invoice are generated and sent with the goods transit
8. Receipt done by the PM, once the items received in the installation site.
9. The project tracked the cost movement.

Inventory consumption #

1. The inventory consumption once the project going capitalized (how?)

Additional Requirements #

• The process should be automatically as much as we can
• The shipping + receiving should be done using flash receiving. (the SN/Lots preferably should be presented and picked - not to be reinserted again)
• Internal requisition should be auto converted to shipping document.

Open issues #

• should we enforce the PM to use some mobile device for receiving the goods
• should the outside warehouse manager should be user in the system and perforem shipping activities?
• To create additional sub inventory for the movements
• GL tracking of the movements
  • suggestion: definition sub-inventory for each portfolio/site

Tasks for implementation #

Subinventories #

1. As the LEs of the construction projects. including

Requisitions #

1. Initiation of internal requisition general configuration
2. IR should allow only the available quantities to ship
3. Differentiation between IR and PR in the workflow approval
4. Workflow approval process should be in the stage of serial approval - one approval group.
5. Budget management in the IR (preferred)

Shipping #

1. Picking FIFO with option to use given list of Lot Numbers
2. Shipping including papers
3. No staging - trying to make it as few clicks as possible

Receiving #

1. As few stages as possible
2. receiving to Project
3. Receiving Lot automatically - no need to insert again