virtual kanban. about us… lori mcneely lorim@ultriva.com ultriva customer support specialist 2...

Virtual Kanban

About Us…

Lori McNeelylorim@ultriva.comUltriva Customer Support Specialist

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Butch Doritybutchd@ultriva.comUltriva Application Consultant

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end

• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/

• The next webinar will be Thursday, July 23rd at Noon Central

• We are doing the demos in Ultriva Version 7.7 and higher

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Ultriva Virtual Kanban Agenda

• Virtual Kanban and Virtual Kanban 2.0 • Prerequisites, configuration, and a demo

• We will have a few short surveys and will give you the results

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Virtual Kanban – How it works

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ERP sends the On Hand inventory for designated parts to Ultriva

Ultriva compares the ERP inventory value with the inventory value of the On Hand cards then releases cards to the supplier accordingly

ERP Inventory Part 112,250

UltrivaLot Size 1000 Pieces, Open Box15 Cards on Hand 15,000 Pieces

Ultriva3 Cards Released to the Suppler 12 Cards Remaining

Virtual Kanban – Version 2.0 - How it works

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• Released with Ultriva version 7.7 P7• Has additional logic that will create a ghost card for

the remaining inventory so it matches with ERP: – If the Reorder point is set to OpenBox or is percentage

based, then the card gets released to the supplier and a ghost card (0 cycle card) gets created with the remaining quantity. **

**The card gets destroyed when the remaining units are consumed.

Ultriva3 Cards Released to the Suppler 13 Cards Remaining

Ultriva12 Cards With 1000 Each1 Ghost Card with 250

ERP Inventory Part 112,250

Virtual Kanban – Benefits

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• Reducing non-value add work– No scanning required– Improved replenishment accuracy– No chance of missed scan or lost card

Virtual Kanban – When would you use it

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• High level of confidence– Inventory accuracy in ERP– BOM maintenance and accuracy

• Availability of inventory data– Integration– File to upload on a regular basis

Poll Question # 1

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Virtual Kanban – Prerequisites and Configuration

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• Inventory Integration point or data available for a file upload

• Settings at item level – Virtual Kanban Category – Re-order point

Virtual Kanban – Prerequisites and Configuration Continued

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• Virtual Kanban Approval (Optional)– Cards are placed in a pending state waiting for Buyer

Approval– Once approved card gets released to the supplier.

Virtual Kanban 2.0 – Configuration

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• Setting for Virtual Kanban Version 2.0 is not controlled in the UI

• Contact your Ultriva Support Representative for assistance with this feature

Demo

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Poll Question # 2

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For Additional Information

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Ultriva Inc.1601 S. De Anza Blvd., # 165Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support Specialistlorim@ultriva.com(408) 961-2485

Helpdesk Ticketsupport@ultriva.com