Precision Strip Customer Access Help

 

 

General Instructions

 

The Precision Strip Customer Access system was designed to provide a user friendly environment that allows our customers to manage their inventory.

 

Each new user is given an account name and password and access to their specific accounts.    If the customer that acquired the account is a ship to location, said customer will be able to view their inventories for all suppliers that supply them.   Conversely, if the customer that acquired the account is the supplier (mill) they will be able to view the inventory for any ship to location that they provide material for.

 

Available Inventory

To attain a user-interactive look at detailed inventory information for coils that are available for shipment or slitting within the inventory, select Available Inventory.  This option drills first to a partner (supplier / ship to combination) and then to the parts for this partner.    At this point the customer can view items at an detailed inventory level.

 

Inventory Search

The inventory search function allows a customer to query for coils that are of any status (available/shipped etc).    If the search criteria is more detailed, the amount of time it takes to retrieve the information will be shorter.  At least one of partner, owner, user, part, mill order, owner order, or user order are required to be entered in the filtering criteria.

 

Reports

Many different types of reports are available.  Some are directly off of the main menu, others are provided as you drill down on the inventory.  Based on the type of report selected, the criteria for that report that can be entered appears                       Back to Top

 

 

Available Inventory

 

Available Inventory allows the customer to drill down on an inventory item.  The customer starts by selecting a partner from a list of partner’s that they have access to.  On the right side of the partner list there is a yes/no indication stating whether that partner relationship has inventory associated with it.    After the partner is selected, the customer is given a list of parts for that partner that have available inventory in them.   If there are multiple pages associated with the inventory, they will be indicated in the upper right hand corner of where the parts are listed.  To move to a different page, click on the page number you want to view.  To resort the list of parts by metal type, click on the red/green up down arrow.

 

In order to access the ACTIONS available for a part, click on the radio set next to the action you would like to perform for that part.  Then click the information button next to the part you would like to perform the action for.   For example, if you would like to look at the inventory items for a part, click on the radio button Inventory detail and then the information button next to the part you would like to see the inventory detail for.

 

A new set of ACTIONS appear when looking at the inventory detail.  To perform these actions you must click on the radio set next to the action and then click on the information button next to the inventory item.    To view details about an inventory item, click on the link on the PSI number.  It will show detailed information such as heat lot, hold statuses, weights, receipt dates or anything you may need to know about the coil.

 

The coil diagram option off of the inventory detail actions, shows a graphical depiction of the coils lifeline.  This will indicate which children were produced from which masters and how much scrap was generated during that process.                        Back to Top

 

 

 

Inventory Search

 

The inventory search function allows you to search on many different attributes of a coil including the coil number itself.  When entering search criteria for inventory search and select, at least one of the following must be entered as criteria:  Mill Coil Number, PSI ID, Owner ID,  Partner ID, User ID,  Order ID, Load ID or Customer Load ID.  For explanations of what these terms mean, please see the index of terms.  

 

In the places you see an Information button next to a field ,  you can click on the information button to query the options available to you in this field.  By clicking on the partner id information button, for example, you can choose from a list of partners you have security to access.   If you are not a supplier, or do not have security to access inventory by a supplier, when clicking on the information button next to the owner id, you will not be given any options for owners to query by.  You can however, search on you inventory for a certain mill be selecting the partner id that reflects the combination of the owner and user id relationship.

 

The customer can enter as little as one search field or as many attributes of the inventory that they would like to narrow the selection by.    Once each selection criteria is entered, click on the continue button at the bottom of the page to show the results of the search.  

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Choose A Plant

 

From within the customer access system the customer can easily access information about their account for each Precision Strip plant they do business.   To load information about a different plant, choose the plant you would like to switch to.   Once the plant is selected,  any information queried for will reflect that plant.  If there is no customer inventory at a different plant selected, no inventory information will appear.  You cannot view inventory information being processed at two different Precision Strip plants during the same query. 

 

 

Choose Format

 

The choose format option refers to selecting the format to view the data in.   If the customer selects Metric, the weights, gauges, widths and any other numerical data will show in metric.  If the customers selects English,  the weights, gauges, widths and any other numerical data will show in English.                                                                                                                                                                        Back to Top

 

 

Viewing Printing Downloading Reports

 

The Precision Strip Customer Access is designed to print reports using the browsers print button.  When a report is brought to the screen, the customer should be able to press the print icon on their browser to print the report.  In the upper right hand corner of the report are several links.  Print friendly will shrink the report down into the browser’s window so that when you click on the printer icon, the report is contained within the view of the window, thus allowing the entire width of the report.  View friendly expands the size of the font being used so that it is easier to read on the screen.   If the entire width of the report is already visible in the browser, there is no reason to shrink the font size (by using print friendly) before clicking on the printer icon.   To download a report, click the download button in the report viewer window. The report will  be downloaded to your computer.  This report is in an ASCII text format and can be pulled into an editor, or other software that can view ASCII text documents.                                                                   Back to Top

 

 

List Saved Reports

 

The list saved reports feature allows Precision Strip generated reports to be viewed, downloaded or printed from within the Precision Strip Customer Access system.   Some customers require custom reports that are not available through the Customer Access System.   Others request scheduled reports to run daily or monthly, regardless if they will be dialing into the Customer Access System during that time frame.  An example of this would be a month end inventory report.  These reports can be run by a scheduled job which would be set up by a Precision Strip IT person.  When the report is run it would be placed in a directory for view or download at the customer’s convenience.    When this report has been viewed, it can be deleted by clicking on the delete option.                             Back to Top

 

 

Index of Terms

 

The purpose of this Index is to offer an explanation of terminology that may be specific to Precision Strip.

 

Owner ID -       The customer that is in ownership of a coil/coils.  Most frequently the owner is the mill that processed the material.

 

User ID -          The customer that the material is shipping to.  It is an ID that is associated with a  customer name and address

 

Partner ID -     The combination of an Owner and Ship To.  This relationship gets an ID associated with it that inventory can be queried on.

 

Part ID -          The unique combination of a gauge, width, metal type and partner id. 

 

PSI ID-             A unique number assigned to a coil by Precision Strip, Inc.  Typically when material is received the last two digits of the Number are 00.  During each process that causes the material to change size or be run through the line, the package that is charged out will have an incremental number associated back to the master coil.  So for each package being weighed in, the last two digits of the Precision Strip ID, increment.

 

Order ID-         The order id reflects an internal Precision Strip number associated with a run or job that was performed for the customer.  There may be several customer work order’s associated with a Precision Strip Order ID, or there may be several Precision Strip Order Id’s associated with a customers order id.  An order is typically set up according to availability of material from the customer or on demands for shipment of material. 

 

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