Hazardous material visibility

You can track products that are considered hazardous and require a Material Safety Data Sheet (MSDS). Hazardous designations are made by the US Occupational Safety and Health Administration (OSHA) and its worldwide counterparts.

To increase visibility to employees and customers of which products are considered hazardous, and require correct handling, the Hazardous designation is displayed in multiple function grids, and prints on multiple documents.

This visibility can be beneficial:

  • During purchase order entry, helps buyers specify appropriate shipping and handling methods.
  • During receiving, allows warehouse personnel to use correct handling.
  • During sales order entry, allows your customers be made aware that this product is hazardous and, if they want, order a similar, but non-hazardous product.
  • During picking, allows warehouse personnel to use correct handling and to remind them to include a MSDS with the customer's order.
  • For warehouse managers, allows them to store hazardous products in correct bin locations.
  • For your customers, the designation prints on documents accompanying their order.

There are several ways to use this visibility in your work flow. For example:

  • In multiple functions, the Hazardous designation is displayed in the grid with other product information. Yes is displayed in the Hazardous column if you have selected the MSDS option for that product in Product Setup. The Hazardous column is displayed in the grids in these functions and their associated inquiry functions:
    • Product Catalog Setup
    • Sales Order Entry
    • Purchase Demand Center Entry
    • KP Work Order Center Entry
    • Transfer Receipt of Inventory Entry
    • WM Bin Location Setup
  • The Hazardous designation is displayed with return merchandise.
  • The designation prints on pick tickets, bills of lading, and shipping manifests. The designation information is available for printing on Commercial Invoice Documents.
  • In SA Table Code Value Setup, your administrator can modify autocomplete and search display formats to include the hazardous designation.

    See the InforDistribution SX.e Administration Guide.

Visibility is available in these functions:

KP Component Setup KP Group Setup
KP Option Setup KP Work Order Center Entry
KP Work Order Inquiry Product Catalog Setup
Product Setup Product Warehouse Product Setup
Purchase Blanket Release Entry Purchase Demand Center Entry
Purchase Receipt of Inventory Entry Purchase Order Entry
Purchase Order Inquiry Sales Blanket Release Entry
Sales Order Details Sales Order Entry
Sales Shipping Feedback Entry Sales Shipping Feedback Split To Backorder Entry
Transfer Approve Transfer Inquiry Transfer Demand Center Entry
Transfer Entry Transfer Receipt of Inventory Entry
Transfer Exception Receipt Entry Transfer Inquiry
Transfer Shipping Entry VA Receipt of Inventory Entry
VA Order Entry VA Order Inquiry
VA Product Default Setup VA Shipping Feedback Entry
WM Accept/Review Replenishment WM Bin Inquiry
WM Bin Location Setup WM Replenishment Status Inquiry
WM Transaction Entry  

Prerequisites

You can use Product Setup, Product Hazardous Info Setup, SM Extended Totals Hazardous Report, and Product Hazardous Materials (MSDS) Report to track the products that are considered hazardous and require a Material Safety Data Sheet (MSDS) to be made available to employees and customers. Hazardous designations are made by the US Occupational Safety and Health Administration (OSHA) and its worldwide counterparts. MSDS sheets and numbers are not company-specific.

Kits

You can designate a kit as Hazardous. When you create or maintain a kit in KP Component Setup, if one or more of the components are designated as Hazardous, we recommend you designate the whole kit as Hazardous by selecting the MSDS option when you create the kit. Although an individual component of the kit may be designated as Hazardous when you set up the product in Product Setup or Product Catalog Setup, that designation does not roll up to the kit level.

The Hazardous designation is displayed in the Components grid of KP Component Setup. The grid lists all components. You can view which components are designated as Hazardous. If a component that is designated as hazardous is added to a non-hazardous kit, either in KP Component Setup or from the Kits view in Sales Order Entry or in KP Work Order Center Entry, this message is displayed: 
Warning: Hazardous Component – Consider Updating the Kit MSDS Status (8799)

The Hazardous column also is displayed in KP Option Setup and KP Group Setup.

Nonstocks

Nonstock products have little hazardous designation visibility, even if the nonstock is created from a catalog or stocked product that is hazardous. The exception to this rule is for warehouse transfers, where the product is a stocked item in the shipping warehouse and a nonstock item in the receiving warehouse. In this case, the transfer uses the MSDS information from the shipping warehouse.

Visibility is provided in Sales Order Entry, if you specify a catalog product that is set up in Product Catalog Setup with a Hazardous designation. Typically, when the system finds a product in the catalog, a message is displayed: Product Found In Catalog - Accept Catalog Item?. If that catalog product is a nonstock, this additional message is displayed: Warning: Nonstock Hazardous Product – NO MSDS Information (8798). This message is displayed if the MSDS option is selected in Product Catalog Setup, but no MSDS info is specified in Product Hazardous Info Setup.

Visibility is also provided in Sales Order Entry, if you select a Line Type of Non Stock and follow the normal work flow for entering a nonstock product. In the Non Stock view, if the product you specified already exists in the existing stock inventory or in the catalog, the system logic checks for existing product settings from either Product Warehouse Product Setup or Product Catalog Setup. These settings display in the Use Existing Settings window. Additionally, this warning message is displayed: Warning: Nonstock Hazardous Product – NO MSDS Information (8798).

If the catalog item is to be sold, you can create an order-as-needed, stock product with a Hazardous designation. If the product is sold as a nonstock, no indications that the product is hazardous are displayed or printed after the initial message.

MSDS at picking

Whether a product is designated as hazardous may change if, for example, the makeup of a product is no longer hazardous. That is, the formulations or substances change. Some products are designated as hazardous in one warehouse, but not another; in one country, but not another.

If a sales order is entered when a product is not designated hazardous, it is important to know that designation at the time an order is picked and shipped in case the designation changes. You can change the designation in Product Setup or Product Catalog Setup.

Use the MSDS at Pick column in the Sales Order Details Line Detail grid to check the hazardous designation at the time the order was picked. At the time this order is picked, the value in this column displays the date specified in the Changed On field in the MSDS section of Product Setup-General. If the product has an associated MSDS sheet, that information is also displayed in this column. For a catalog product, the date specified in the Last Change field in the MSDS section of Product Catalog Setup-General reflects a nonstock, and the MSDS at Pick is blank.

Messages

In certain reports, the Hazardous designation and an associated MSDS sheet are printed below the product line. For example: 

** Hazardous Product - Sheet xxxxxxxxx **
** Hazardous Product - MSDS Sheet **

The reports are:

  • KP Entry Print Work Orders Report
  • Purchase Entry Processing Print POs Report
  • Purchase Pre-Receiving Report
  • Sales Entry Pick Tickets Report
  • Sales Entry Print Delivery Document Report
  • Transfer Entry Print Warehouse Transfer Report
  • Transfer Pre-Receiving Report
  • VA Entry Processing Pick Tickets Report
  • WM Entry Replenish Primary Bins Report

If Picking is selected for the MSDS Print field in SA Administrator Options-Products-Defaults-Sales Processing, an additional line is printed below the product line on pick tickets reminding warehouse personnel to include the MSDS sheet with the shipment. For example: 

** Include MSDS Sheet For This Product With This Order ** 
** Include MSDS Sheet <sheet number> For This Product With This Order **

As part of standard functionality, a message about the hazardous designation of a product and an associated MSDS sheet are available for these important documents:

  • Sales Entry Bill of Lading Report: The hazardous information specified in Product Hazardous Info Setup (Yes/No, Sheet #, Rank) is printed below the product line if you select Yes for the Print Hazardous Material Sheet Info? option.
  • Sales Entry Print Manifest Report: The MSDS Sheet # specified in Product Hazardous Info Setup is printed below the product line.
  • Commercial Invoice Document: The hazardous information specified in Product Hazardous Info Setup (Yes/No, Sheet #, Rank) is available in the generated XML file.

MSDS at invoicing

If you use Infor Document Management (IDM) to print invoice forms, you can also print MSDS sheets when you print or email an invoice that includes MSDS products. Select Use IDM for MSDS in SA Administrator Options-Products-Defaults. When this option is selected, MSDS sheets are printed or emailed for invoices that are generated by IDM.

MSDS sheets must be set up in IDM and assigned document attributes. The MSDS Sheet document attributes are used by IDM when invoices are printed to find the matching MSDS sheet for each MSDS product on an invoice.

Invoices must be set up as Print Format 4, with an Output Type of IDM Output Management or IDM Output Management and Third Party. The Print Format and Output Type options are specified in SA Administrator Options-Documents-Sales Orders-Printing.

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