Completing the RHLD Report

Link: https://scribehow.com/viewer/Rhold_Report__Request_for_inventory_put-away_priority__2c2QU5AuQ3-SaXTcsBkbZQ

Reports needed:

• Rhold
• OM Open List, SQR tab

Save Rhold report under CSC->OM->RHOLD RHOLDmonth00/day00/year00 (RHOLD030625)*** change from CVS Delimited to Excel WB**

Step 1 – Open Rhold report

• Click top left triangle to open all fields
• Highlight PO ID -> EXT Cost and hide or delete. (I prefer to hide) we do not need these columns

Step 2 – Add three columns

• Add 1st columns between Rhold Qty (E) and PS available Qty (G).
  • Name Qty BO (F)
• Add 2^nd column between PS available Qty (G) and Received (I)
  • Name # Ords BO
• Add 3rd column to end of report
  • Name Notes (O)

Step 3 – Pivot Table & V look ups

• On SQR tab of OM Open List report highlight WB and insert->Pivot table to pull in qty BO
  • Rows -> Item
  • Values -> sum Qty BO
• Vlookup on Rhold report against SQR under added Qty BO column (F)
  • Qty BO -> Common value Item Number, table array Item -> Sum Qty BO
• # Ords BO -> go back to SQL and remove blanks from QTY BO column (W)
  • Highlight all rows and columns and copy + paste into new WB or sheet, we want to just this data to pull from and not the hidden rows in between
  • Highlight all cells and insert pivot table
    • Rows-> Item
    • Values -> Count Order No
  • Vlookup on Rhold report # Ords BO column (H), common value item number, table array Item -> Count order number. This will give us how many orders have an item BO
  • C/P values to remove formulas on all vlookups

Step 4 – Analize & Review

• Add filters, freeze top row, sort by item number
• Under PS available Qty column filter to 0, 1, 2. This will let us know what is out of stock that has Rhold qtys, how many BOs we have towards that item and how many orders that item is on.
• Under Qty BO remove 0, we do not need to look at orders that have no BOs.
• Under # Ords BO remove N/As
• Review item number on OM Open List / SQR. This will let us know how close orders are to being complete, if there are future dated orders take note of when the order will drop and if it is a fut Ktruck prioritize to make the truck.
  • For items that need top priority I also highlight in yellow and make bold if it really needs to stand out.
• As I find items on the Rhold report that are needed, I change font color to red and under notes mark as Priority and if it has a specific reason like “KDEL dropping __/__/__” or Priority / Aged Orders. This lets the warehouse know to put things away first and provides a timeline for completion.
  • Things to pay attention to when reviewing for priorities:
    • Kdel and drop date remember orders marked to release on a Monday really drop on the Friday before.
    • Prebills – we want these orders closed so top priority
    • Multi ships
    • Must ship complete orders
    • MTY orders
    • Deliver by xx/xx/xx date orders
    • Grant orders that must close by a certain date
    • Orders that have not yet shipped that can be completed with the BO (1 order 1 Invoice)
  • I continue down Rhold list changing font to red, marking priority notes and even adding highlight to note if it holds a higher importance.
  • ***BE MINDFUL OF JWALKER ITEMS UNDER LOCATION (COLUMN D) THAT STATE STAGE01-05**
    • These are assembly items that have been dropped to build and are not actual items that can be “put away”. 01 = Monday, 02 = Tuesday, 03 = Wednesday, 04 = Thursday, 05 = Friday. This lets us know where along the “train” the assembly is.
    • Once these items are out of Stage 01 - 05 they move to a TS location, exp: TS1152. This is a corresponding trailer that moves the units from WHSEC up to WHSEB, then we can request them to be put away once on a trailer.

Step 5 – Formatting Part 1

• Once items are marked in red, under the Description column, filter-> sort by color-> select red. This will move everything we have marked in red to the top of the spreadsheet.
• Highlight all headers through bottom of red text -> Copy and move to new tab in same workbook.
• I prefer to Paste Special to keep Source Column Widths

Step 6 – Condensing info for easy review

• We only want 1 line per item, the guys in the warehouse have the access to look up all info we are taking away, this is just a guide for them.
• For each item number that is a duplicate highlight the qtys under Rhold qty to get total, record that total on the first line for that item and delete the rest.
  • Carry totals under P&D column if available (P&D means the item is already placed in the lane but needs to be put on the shelf and scanned to update inventory).
  • Repeat this for each item until there is only 1 line per item.
• Once we have consolidated lines we need to format for easier review. I choose to take the red text away and put it back to Automatic / black text for all expect the “Notes” column.
• We want the Notes column to stand out so the priorities are clear. I change the font color to bright Blue here and make sure top priorities are highlighted in yellow & bold if needed and add all boarders. Next, we sort out info for Step and then final sort for Ronnie.

Step 7 – New tab for Step

• We need to make sure we are helping all we can with this report. By resorting and highlighting we can outline items that have BO Qtys greater than 10-15. This will help her avoid traffic jams in the pick stages. We break off info she will need into a separate tab.
  • Sort data
    • Qty BO -> Highest to lowest
    • Rhold Qty -> Highest to lowest
    • # Ords BO -> Highest to lowest
  • After sorting is completed, we want to capture all qtys higher than 10 under Qty BO and Rhold Qty. This will give us what we need, Rhold items with large BO qtys and how many orders that item is on. Copy and paste these values including header into a new tab and rename “Step”.

Step 8 – Final Sort to list Priorities in order of importance

• Go back to Sheet 1, we want our highlighted priorities at the top if the list.
  • Data->Sort->Add level->Sort by-> Notes->Sort on->cell color-> select yellow. Add level-> Sory by-> Notes
  • Sometime this does not give us the exact order of items/priorities we want, and we may need to cut and insert cut cells into a better order to emphasize the priorities needed. Most important on top, then Kitroom so BO kits can be built, then use best judgement for the order of the remaining.
• If there is a Kitroom request from Shanda I mark what is on the Rhold report as a Priority / KITROOM on the line (sometimes there are multiple reasons for a priority so I space them with a /) add her list to the bottom of the report for safe measure, sometimes the items she is requesting are not on the Rhold report. This is ok, it is typically a timing issue and most likely the item has already been put away but not translated to PS yet, I still add to report just in case.

Step 9 – Communication

• Start a new email in outlook and send to the below list. I email to just Ronnie and CC the rest. Attach file, add pleasantries and add any important info like if items are needed ASAP for specific orders and when we need them by, additional Kit Room requests, add any questions about the report like if we notice an item has been sitting in Rhold for more than a month. Make sure to send from OM mailbox.

• Ronnie Pugh
• Melissa Moreano
• Jennefer Cummings
• Jamie Walker-Mayer
• Donna Barney
• Matt Kline
• Robert Hedenschoug
• Shanda Kaplan
• Step Lyles
• Angelica Guzman
• Viki / Ysa / OM if needed
• Deliveries
• Inventory Control

Rhold/RHLD Priority Examples 

Sometimes there are items that look concerning but do not need to be prioritized. We need the report and inventory to be as accurate as possible. When noticed, bring attention to them so they can be researched and/or fixed by the warehouse team. *The examples below are from different reports*