Pcmrp Manual 790

7/25/2019 Pcmrp Manual 790

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pc/MRPThis Manual is available for download at:

www.pcmrp.com

pc/MRP for Windows

Version 7.9

!une ""# "$%

Software Arts, Inc, 6830 Via Del Oro, Suite 109, San Jose, CA 95119-1353!" 1-#08-$$6-%3$1 &'" 1-#08-$$6-8#35 ()ail" su**ort+*c)r*co)


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Table 'f *ontents

+. pc/MRP 'verview and +mplementation

1. pc/MRP Introduction ..52. Installing pc/MRP .113. pc/MRP Tutorial .133.2. Implementing pc/MRP 51

++. pc/MRP Modules

4. Address Boo Module .555. In!entor" Module ..#$5.2 In!entor" %lo& Model .'1#. P("sical In!entor" and )"cle )ount Module ..'3

$. Purc(asing Module ...''*. Recei!ing Module ....11$'. +ales ,rder -,rder ntr" ...12510. In!oice Module ....14111. +tocroom Module ...15112. Bill o Materials Module ...1$513. or ,rder Module ...1*'14.1. Accounting ,!er!ie& ...1''14.2. Implementing pc/MRP Accounting .....20$14.3. )(art o Accounts Module ......21314.4. eneral edger Module ...21$14.5. ample Transactions ...22'

14.#. Post t(e Mont( &it( %inancials ......23$14.$. Accounting Reports Module ..........24314.*. Accounts Pa"a6le Module ......24'14.'. Accounts Recei!a6le Module ......25314.10. )redit Memo Module ...25514.11. 7e6it Memo Module ...2#114.12. +ales 7eposits ....2#514.13. Purc(ase 7eposits ...2#'14.14. Print/)lear )(ecs ...2$114.15. Term 7iscounts ....2$514.1#. %actored In!oices ...2$$14.1$. 10''MI+) and 10'# IR+ Ta %orms .....2$'

14.1*. ells %argo Account Reconcilement -Positi!e Pa" ,ption ..2*3

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+++. pc/MRP )ettin-s# tilities# and )pecial *ases

15.1. +ettings and 8tilities Module ......2*$15.2. Bacup Met(ods ....30315.3. )reating Macros in pc/MRP ......30515.4. )ustom Report and a6el Maing .....30$15.5. Transerring 7ata out o pc/MRP ......32$15.#. )reating Practice and (at i 7irectories .....33115.$. indo&s 9T +er!er Administration .....33315.*. 8sing :9) Remote Access ..........33$15.'. +pecial )ases -RMA; ,utside Mg.; 9on


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pc/MRP +ntroduction

$.$.$ pc/MRP 0eneral 'verview

pc/MRP is a ull" integrated MRP/Accounting program or indo&s. pc/MRP comescomplete &it( ten integrated modulesC Address 6oo; In!entor"; Purc(asing; Recei!ing;+ales ,rder; or ,rder; In!oicing; Bills o Materials; +toc Room; and Accounting-; AP; AR. All o t(e modules can 6e accessed t(roug( pc/MRPDs Main Menu s(o&na6o!e. Modules can 6e used on a stand


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$.".$ +nventor2 Module

pc/MRPDs In!entor" Module -Partmaster allo&s users to enter; edit; and; scroll partnum6ers. 8sers can also print in!entor" reports; trac in!entor" mo!ement; tae p("sicalin!entories; print out la6els; roll up assem6l" costs; and update selling pricesautomaticall". Ad!anced eatures include digital imaging; price ?uantit" 6reas; #alternate part num6ers; 3 alternate !endors; ' alternate manuacturers; and modelnum6ers per part.

$."." 3ills of Materials Module

pc/MRPDs B,M Module allo&s users to enter; edit; and scroll t(roug( B,Ms ininitele!els deep. (ere used; digital images; alternate part num6ers; routing s(eets; andreerence designator inormation can 6e displa"ed at a touc( o a 6utton &(ile scrollingt(roug( a B,M.

$."., )toc4 Room Module

pc/MRPDs +toc Room Module allo&s parts to 6e issued and recei!ed rommanuacturing; s(ipping; recei!ing; and alternate &are(ouses. Parts issued tomanuacturing under a speciic &or or sales order num6er are decremented rom onTM ileA+)II tet ileE+ ile

7B% ileI t(eDatabase; Comma Delimitedor A+)II output options are c(osen;pc/MRP &ill create a ile o t(at t"pe &(ic( contains all o t(e ra& dataused 6" t(e report. I "ou (a!e t(e indo&s eneric Print 7ri!erinstalled; "ou ma" select one o t(ePrintoutput options. T(en selectPrint to Fileto generate a tet ile; &(ic( mirrors t(e actual report. An"portion o t(e printed report; &(ic( normall" appears in 6old; &ill 6eincluded in t(e tet ile t(ree times. Hou ma" edit t(e report orms toremo!e t(e 6olding and pre!ent t(e duplication. +ee )oniguration;+ettings 8tilities; option 24.

T(e report ormat options includeC

+tandard ormat)ustom ormat -see custom report section

1.$.$, abels =Print Part abels>

Prints out la6els or t(e ollo&ing itemsC

All parts -parlabellb- or cparlablb- 0it1 pastmastdb'Product )ode -parlabellb- or cparlablb- 0it1 pastmastdb'Part num6er -parlabellb- or cparlablb- 0it1 pastmastdb'7i!ision -parlabellb- or cparlablb- 0it1 partmastdb'Assem6l" -bomlblb- or cusbomlblb- 0it1 bomtempdb'Recei!er -reclabellb- 0it1 reclbtmpdb'or/+ales ,rder +erial 9um6ers - lbl0osnlb- 0it1 parlbtmpdb'

Hou can customi@e pc/MRP la6els using Con'i!uration Utilit#, option (+or :isual%oPro #.0; see )ustomi@ing pc/MRP or indo&s; and section 15.4.1 o t(is manual.

T(e standard la6els can 6e purc(ased at an" oice suppl" store selling 15/1#F (ig( 6" 3

T(is option allo&s users to tae a p("sical in!entor" and/or c"cle count o all parts t(at(a!e not 6een issued to t(e loor -IP. +ee t(e P("sical In!entor" +ection o t(ismanual or a more complete description o t(e P("sical In!entor" and )"cle )ount

Programs.

1.$.$7 6udit?uplicate Parts

T(is unction searc(es in!entor" or duplicate part num6ers. Hou &ill 6e ased i "ou&ant to remo!e duplicate part num6ers. I "ou ans&er "es; and it inds duplicate partnum6ers; it &ill mar t(e second part num6er or deletion. T(e program &ill continuesearc(ing t(e in!entor" data6ase ile or additional duplicate part num6ers until it (asmared all duplicate part num6ers or deletion. T(e program &ill t(en remo!e t(e partnum6ers mared or deletion rom t(e dis. I "ou ans&er no; pc/MRP &ill displa" orprint a list o duplicate part num6ers.

1.$.$5 6uditW+P 8uantities

pc/MRP versions %.750 and lowerallo& t(e user to correct in!entor" IP ?uantities6ased on t(e open sales and &or orders and t(e stoc transaction records issued tomanuacturing as per t(e pseudo code 6elo&C

S47 48 P9:4;9


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R9 48 4 48 4 ;+9:4


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Do 8 o4 o? ? I? 48 :94 4:9o&e!er; or t(is to t(e ollo&ing practices must 6eollo&ed.

o T(e in!entor" adustment met(od must 6e set to FAF in t(e coniguration settings

and utilities module option num6er 4.o T(e last p("sical in!entor" &as taen prior to t(e date 6eing reported.

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o T(e in!entor" adustments &ere made using t(e stoc room moduleD adustment

option rat(er t(an editing t(e ?uantit" in t(e in!entor" module.

o T(e stocroomDs Issue and Recei!e options &ere used rat(er t(an t(e con!ert

parts to assem6lies.

1.$."" +nventor2 Technical +nformationo 7ata6ases

Partmast.d6

o Indees

B"partno.id upper-su6str-partno;1;mnsi@e

B"modeln.id upper-modelnoUpartno

B"descri.id upper-descript U partno

B"manua.id upper-manuacterUpartno

trunpart.id upper-su6str-partno;mprodsi@eU1;mremsi@e

!endcur.id upper-!endcurnc"Upartno

!endcur2.id upper-!endcur2Upartno

!endcur3.id upper-!endcur3Upartno

B"descri.id upper-descript U partno

B"manua.id upper-manuacterUpartno

o ProgramsC Mrpmenu.mn

Partmast.prg

nterpar.prg

enerates net a!aila6le part num6er &it( getnetp.prg

)reates memor" !aria6les using scatter mem!ar memo

6lan

+ets m.poratio1;mltimedeault or

$;mclassA;mpartXass"P

7o orm Partscr.sc

I cancel 6utton &as cliced -mde6ut 2; return

oad t(e area ?t"s inot last p("s ?t"s

-m.last?t"1m.on(and

I part num6er eists; displa" error message and return Insert into partmast rom mem!ar

+tore upper-mpartno into mXrmtXpart i t(is &as entered

rom a P, or sales order

ditpart.prg

7o scroll2.prg to ind record

%ind part num6er

)reates memor" !aria6les and arra" aBegin:alues rom

record including memo ields

7o orm Partscr.sc

I cancel 6utton cliced -m7e6ut 2 or mpurpose is not

-edit; return

+catter current record rom d6 ile to and:alues arra"

I aBegin:alues and and:alues are not t(e same; editagain or eit

at(er c(anges and sa!e record

I record mared or deletion; delete it

I audit trail acti!ated sa!e edits to audit trail d6

)(angeno.prg

7isppart.prg

Prpartl.prg

a6els.prg

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Marup.prg

All6oms.prg

ntrp("s.prg

7o )(ecd6 &it( FduppartF

Audit&ip.prg

Reinde.prg

Pacs(r.prg

o %ormsC

Part+cr.sc %orm

7ata n!iromentC

9one; )ontrol +ources use memor" !aria6les

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pc/MRP +nventor2 *ontrol Method C6CRecommended Method Bor Manufacturers# ?istributors# and Retail

1.".$ +nventor2 Blow Modelpc/MRPDs in!entor" control lo& model can 6e clariied using a compan" t(at 6uilds 6ic"cles as an eample.Assume t(e 6ic"cle compan" (as 100 completed 6ic"cles and #00 pedals on (and and (as ust recei!ed an

order or 500 6ic"cles.

+ales &ould enter a sales order or 500 6ic"cle assem6lies as a sales order entr". ntering t(e sale as an orderentr" &ill cause t(e 6ic"cle on demand ?uantit" in in!entor" to 6e increased 6" 500. Please note t(at t(e?uantit" on demand did not increase or t(e indi!idual parts t(at go into t(e 6ic"cles -t(is is (andled later 6"t(e purc(asing consolidation report. Also note; i t(e sale (ad 6een entered as a Fcas( and carr"F or Fonaccount and carr"F sale; pc/MRP &ould (a!e automaticall" printed out an in!oice -not a sales order anddecreased t(e on (and ?uantit" o t(e 6ic"cle in in!entor" 6" 500 -as t(e 6ic"cles &ould (a!e t(en 6eencarried out o t(e plant.

Purc(asing &ould run pc/MRPDs purc(asing consolidation report or pc/MRPJs Ininite Bucet report on adail" or &eel" 6asis to ind out &(at parts need to 6e ordered. T(is program 6reas t(e open sales order ondemand ?uantities do&n into parts re?uired to 6e ordered using t(e ?uantit" a!aila6le ield in t(e part master.I t(ere are not enoug( inis(ed assem6lies; su6


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T(e ollo&ing lo& c(art descri6es eac( step.

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Ph2sical +nventor2 and *2cle *ount Module

+electing t(e option; FP("sical In!entor"F in t(e In!entor" Menu &ill allo& t(at moduleto 6e selected. I t(e P("sical In!entor" option is selected; t(e P("sical In!entor" Menu

s(o&n 6elo& &ill appear.

%.$.$ 6udit W+P

IP stands or or In Process on t(e manuacturing loor. I "ou (a!e an" &or inprocess on t(e manuacturing loor "ou must mae sure t(e IP ?uantities in pc/MRPJs

In!entor" Module are correct 6eore ntering P("sical In!entor" )ounts or "our storesareas. IP ?uantities s(ould 6e corrected 6" running t(e Audit IP %unction. +eesection 5.1.1* or instructions and an o!er!ie& o t(is unction.

%.$." 0enerate 3lan4 Ph2sical +nventor2 Borms

T(is selection uses t(e partmast.d6 ile to generate 6lan p("sical in!entor" orms-6lanin!.r or in!entor" teams to tae t(e in!entor" count. enerate as man" 6lanIn!entor" %orms as t(ere are in!entor" teams. It is important to remem6er t(at eac( teamtaes in!entor" in its o&n area and not t(e area o anot(er team as t(is &ould result in adou6le count o t(e same items. Bot( areas can contain parts &it( t(e same part num6ersas in t(e ot(er areas. T(e FTotal t(e area counts and print out a !ariance reportF option

&ill total t(e count or eac( part num6er. It is important to note t(at IP ?uantitiess(ould 6e corrected using t(e Audit IP unction -section 5.1.1* prior to entering t(ep("sical in!entor" in stores.

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%.$. (nter Ph2sical +nventor2 *ount

Allo&s users to enter t(e count rom eac( area into t(e in!entor"Ds p("sical in!entor"ields -in!area1


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unction. As o pc/MRP :ersions $.01 and $.02= and (ig(er; t(e 8pdate option &illonl" run i t(e user (as in!entor" delete rig(ts -pro!ided t(e pass&ord module (as 6eenacti!ated.

%.$.7 The +nventor2 Movement Report =Parmovp.fr;>

T(e in!entor" mo!ement report &ill list all in!entor" mo!ements during a speciiedperiod 6ased on t(e last p("sical in!entor" count; recei!ers; issues; adustments; andin!oiced sales orders. T(e report &ill compare t(e t(eoretical count &it( t(e p("sicalin!entor" count. pc/MRP !ersions #.*2A; #.*0A; #.*$7; and (ig(er &ill pro!ide t(ecorrect starting and ending 6alances ater "ou (a!e taen a p("sical in!entor". it( t(isreport "ou s(ould c(ec t(e include IP c(ec 6o.

%.$.5 Ph2sical +nventor2 istor" ,ption. +electingt(is option &ill 6ring up a screen &it( t(e ollo&ing screen.

+electing >;


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%.$.$ *2cle *ount 'ptions

+electing t(e )"cle )ount ,ption &ill displa" t(e menu 6elo&C

%.$.$$ 0enerate 3lan4 *2cle *ount Borms

enerates a 6lan P("sical )"cle )ount %orm. T(e orm &ill contain 1/20t( o all o t(e

class A parts; 1/#0t( o all t(e class B parts; and 1/120 o all t(e class ) parts. T(e a6o!eigures &ere deri!ed rom 20 &oring da"s/mont(; #0 &oring da"s per ?uarter; and 120&oring da"s per 1/2 "ear. T(e second time t(e orm is printed it &ill contain t(e secondset o class A; B; ) parts. In t(is manner; all class A parts &ill 6e in!entoried at least oncea mont(; all class B parts once a ?uarter. I "ou (a!e less t(an 20 class A part num6ers;some o t(e c"cle counts ma" not contain an" class A part num6ers. %or eample i "ou(ad 3 class A part num6ers; t(e irst 3 c"cle counts &ould displa" one class A to 6ecounted. T(e remaining c"cle counts &ould 6e 6lan until "ou got to t(e 21stc"cle count;&(ic( &ould displa" t(e irst class A part num6er.

%.$.$" (nter *2cle *ount

Allo&s users to rapidl" enter t(e c"cle counts into t(e in!entor" ,9>A97 =8A9TITHield or eac( part num6er counted. T(e counts ma" 6e entered manuall" or importedrom a comma delimited A+)II ile. T(e A+)II ile must (a!e t(e part num6er and?uantit" as t(e irst t&o data elements &it(in t(e ile. An" additional data elements &ill6e ignored.

T(is option allo&s "ou to enter t(e count or eac( part num6er or all areas in one screen.pc/MRP stores t(e ne& ?uantities in t(e stores areas -on(and; area2?t"


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I t(e cost o a part is greater t(an 4.''; or itDs cost usa!e/0ee6eceeds t(e dollaramount "ou entered a6o!e; it &ill 6ecome a class A part.

I t(e cost o a part is less t(an 5.00 and greater t(an 0.4' and itDs cost usa!e/0ee6isless t(an t(e dollar amount "ou entered a6o!e it &ill 6ecome a class B part.

I t(e cost o a part is less t(an 0.50; and itDs cost usa!e/0ee6is less t(an t(e dollaramount "ou entered a6o!e; it &ill 6ecome a class ) part.

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Purchasin- Module

pc/MRP Purc1ase Order Main Menu

7.$.$ 'verview

T(e Purc(asing Module allo&s users to enter; edit; and print out Purc(ase ,rders and

reports. In addition reports can 6e sent to dis and P,s can 6e aed directl" rom t(e P)-re?uires %AE/modem card. Address and part num6er inormation can 6e scrolled andimported rom t(eir respecti!e modules. ntering a P, automaticall" increments t(e onorder ?uantit" in t(e In!entor" %ile. ,!er 100 dierent reports can 6e generatedincluding )onsolidated ,rder Re?uirements; All ,!erdue Purc(ase ,rders; All Purc(ase,rders or a Mont(; and Purc(asing >istor" Reports. ac( Purc(ase ,rder can containup to '''' line items. ac( line item can 6e taa6le or nontaa6le; (a!e its o&n due dateand discount.

7.$." &ew =(nter 6 Purchase 'rder>

%rom t(e Main Menu; select FPurchaseF.

%rom t(e Purc(asing and Returns to :endor Menu; select F&ew =6dd 6 &ew P'>F

T(e P, 7ata ntr" +creen &ill appear &it( t(e net a!aila6le P'num6er and ?ateass(o&n 6elo&. Hou can o!er&rite t(e P, num6er &it( "our o&n P, num6er. >o&e!er;t(e P, num6er s(ould consist o onl" numeric c(aracters &it( leading @eros. pc/MRP isuna6le to increment alp(a c(aracters.

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&'T(:Purc(ase ,rders can 6e automaticall" generated !ia t(e Purc(asing MRP Report -end osection $.1.5; and !ia t(e optional Ininite Bucet Module -section 1#.3.#.

9oteC -at t(e lo&er let


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)lic t(e )ales +mport)(ec Bo and t(e &indo& s(o&ing t(e +ales

7ata %ile &ill appear. +elect t(e desired part and all t(e necessar" part inormation; including

part A; uantit2; description; model number; P' unit#andmanufacturer; &ill 6e entered automaticall". A list o t(e primar"!endors or t(at part num6er &ill 6e displa"ed. +ee t(e net igure.

cept or t(e part ; all t(e ot(er inormation can edited 6" t(e user. I t(e part is c(anged manuall"; all t(e associated inormation &ill 6e c(anged to matc(&it( t(e ne& part . T(e entr" to t(e Part 7ata %ield must 6e a !alid num6ercontained in t(e Part Master. I t(e P, is or a non


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T(e P' Placed 32-T(is ield &ill 6e populated 6" t(e 6u"er per

in!entor" part. I t(e Bu"er is empt"; it &ill 6e populated 6" t(e userlogin. T(is ield can also 6e manuall" o!er&ritten.

T(e ?.'. Ratin- -7epartment o 7eense Rating. T(is is used to (elp

determine t(e priorit" o deense contracts. T(e Brei-ht 6mount

8p to our lines o *omments.

)tep 1: 6dd 6nother ine +tem if reuired

o )lic FAddF and a ne& Purc(ase ,rder +creen -&it( :endor data alread" entered

and t(e Part 9um6er 6utton acti!ated &ill appear.

o nter t(e appropriate part data.

)tep %: )ave the Purchase 'rder when finished

o (en "ou are satisied &it( t(e all t(e entries; clic F%inis(edF to sa!e.

9oteCpc/MRP 0ill c1ec6 all t1e data 3alidit# I' t1e 7endor ccount 8 orPart Number is not 3alid 9cannot be 'ound in t1e ddress Boo6 or PartMaster:, t1e user 0ill be prompted to ta6e correcti3e actions I' t1e

Purc1ase Order is 'or a nonstandard part, enter ;N; in t1e Part 8 'ieldand pc/MRP 0ill not c1ec6 t1e Part Master

o (en "ou are inis(ed; "ou also (a!e t(e opportunit" to print; displa"; send to eTM document and attac( t(e purc(aseorder to an e


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7.$., Bunctions of the Purchase 'rder )creen

)elect Manufacturer

o To c(ange t(e manuacturer; clic t(e Manuacturer )(ec Bo and select t(e

alternate manuacturerC

Review The +tems 6lread2 (ntered

o )lic F3ac4F and t(e last item screen &ill appear;

or

o )lic F!ump ToF and a list o all t(e line items &ill appear.

o +elect t(e one "ou &ant to re!ie&.

?elete 6 ine +tem

o )lic F!ump ToF and select t(e line items t(at "ou &ant to delete.

o )lic F?eleteF. -T(e item &ill still 6e s(o&ing on t(e screen; 6ut &ill not 6e

sa!ed upon eit to t(e Main Menu.

ndelete 6 ine +tem

o )lic F!ump ToF and select t(e line item t(at "ou &ant to undelete.

o )lic FndeleteF and t(e item is acti!e again.

?uplicatin- 6 ine +tem- :#.5$7 and up

o )lic F*loneF and t(e +tem *loner&indo& &ill appear.

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o F&umber of clones to createF means t(e num6er o line items to 6e added to t(e

P, or t(e same part in addition to t(e current line.

o T(e num6er entered into t(e F(ver2DF 6o &ill 6e acti!ated onl" &(en t(e F?ate

R(8F ield on t(e P, entr" screen (as a !alid deli!er" date.

o nter t(e desired parameters and clic F'DF

o )licing F*ancelF &ill return to t(e P, entr" screen &it(out adding an" lineitems.

6ddin- ine +tem With ?ifferent 8uantit2 Bor (ach ?eliver2

o )lic F3rea4downF and t(e ollo&ing &indo& &ill appear.

o ,n t(e top o t(e &indo& is t(e part "ou are ordering; ollo&ed 6" t(e total

num6er o parts "ou (a!e entered in t(e P, entr" screen.o nter t(e num6er o parts and t(e deli!er" dates in t(e (ig(lig(ted columns.

o As t(e num6ers are entered; t(e F6ccounted forF &ill increase to relect t(e total

t(at (as 6een entered so ar.

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o T(e F)till neededF indicating t(e num6er o parts let. It &ill 6ecome @ero &(en

all t(e re?uired num6er o parts (a!e 6een entered &it( deli!er" dates.

o )lic F'DF &(en all t(e entries are done. 9oteC i t(e total o all t(e deli!eries

does not matc( &it( t(e num6er entered in t(e P, entr" screen; a &arning &illappear.

o +elect F'DF; pc/MRP &ill accept all t(e deli!eries entered and discard t(e

original ?uantit" entered in t(e P, entr" screen. )lic F*orrectF to go 6ac tot(e Breado&n &indo& to correct t(e entries. )lic FA6andonF &ill discard allt(e entries and go 6ac to t(e P, entr" screen.

The 'ptions 3utton

T(e selections o t(e F6uto oo4p ReturnsC&ill determine &(at appear int(e customer list and t(e part num6er list during t(e selecting customer andselecting parts operations.

The Whole ?atabase-deault setting


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o Mailin- abels The Mailin- abels6utton &ill allo& "ou to create s(ipping

la6els or t(is purc(ase order.

o )hip to 6ddress_ 8nder t(e ,ptions 6utton t(ere is a ta6 or t(e +(ip


107/540

nter t(e applica6le data in t(e 3e-in )crollin- 6t:ield

+elect t(e desired 6ction; View#or (dit. I Viewis selected an" c(anges made

&ill not 6e sa!ed.

+elect Review T2pe; Multiple &ill &or on most purc(ase orders.

%or purc(ase orders larger t(an 50 line items; user ma" opt to select +ingle or

t(e Review T2pe. )(oosing t(e single re!ie& t"pe &ill 6ring onl" t(e P, itemselected up or !ie&ing/editing; &(ile t(e multiple option &ill 6ring up t(e entireP,.&ote:Adding a ne& item to an eisting P, can onl" 6e done &it( t(e multiplere!ie& t"pe.

Press )earch

pc/MRP &ill automaticall" scroll to t(e desired record or t(e nearest matc(. +elect t(ecorrect record 6" scrolling and press '4 to proceed to t(e edit screen or t(at record.

+electing to run a 8ueried )earchallo&s users to 6uild; run; sa!e; and load ?ueries ort(e Purc(ase ,rder ta6le. %or urt(er details; see c(apter 15.14.

All t(e 6uttons -o t(is screen unction t(e same as descri6ed in Fnter A P,Fsection and t(e ollo&ing items (a!e 6een addedC

o */'Aield


108/540

o Received ield


109/540

8p to eig(t lines o &otescan 6e added to all Purc(ase ,rders 6" using t(e conigurationMenuDs Add Boiler Plate ,ption.

Purc(ase orders ma" 6e olded in t(ird and placed in t(e dou6le &indo& en!elopes listed6elo&.

Purchase orders ma2 be Ba;ed with a B6F/Modem b2 selectin- the B6F/Modem

driver instead of the default printer driver. Purchase orders can also be emailed.

Bor dot matri; printers

Hou can order pc/MRPDs t&o part -5


110/540

All P, records -purlo!'r- and custpo>'r- 0it1 purc1asedb'All P, records or a product codeAll P, records or a part num6erAll P, records or a !end/cust account All P, records or a document/contract All P, records or a di!/dept

All P, records or a model num6erAll P, records or a serial num6erAll P, records or a purc(ase order num6erAll P, records or a purc(asing agentAll P, records or a de6it/c(arge All P, records or a re?uesterMRP report -all parts re?uired to 6e ordered - l!parre"'r- 0it1 partmastdb'I+, '000 :endor Perormance reportAll P, records or a P, Re?uest .

An" o t(e a6o!e can include t(e ollo&ingC

Matchin- (;act:T(is selection allo&s "ou to ind purc(ase orders 6" using t(eeact; product code; part num6er; !end/cust account ; document/contract ;di!/dept; model num6er; serial num6er; P, num6er; purc(asing agent;de6it/c(arge ; re?uester; or MRP report. It &ill displa"/print/send onl" t(oserecords.

Matchin- Partial:T(is selection allo&s "ou to ind purc(ase orders 6" using apartial description o t(e; product code; part num6er; !end/cust account ;document/contract ; di!/dept; model num6er; serial num6er; P, num6er;purc(asing agent; de6it/c(arge ; re?uester; or MRP report. It &illdispla"/print/send all P,s matc(ing t(e partial description.

An" o t(e a6o!e can includeCAll records regardless o time periodRecords entered during a speciied time periodRecords due during a speciied time periodRecords eactl" 30; #0; and '0 da"s old

An" o t(e a6o!e can includeCAll open and closed records,pen records onl" -total ?uantit" not recei!ed; )omplete H)losed records onl" -?uantit" recei!ed; )omplete H,!erdue records onl"

An" o t(e a6o!e ma" 6e sorted 6"CPurc(ase ,rder 9um6erPart num6er -aster no re


111/540

7ocument/)ontract 7ate dueModel num6erProduct codeP, num6er7e6it/)(arge

re?uester

T(e report output options includeC7ispla"ed on screenPrinted in narro& carriage ormatPrinted in &ide carriage ormat+ent to an A+)II tet ile>TM ile+ent to a E+ ile+ent to a 7B% ile

I t(eDatabase; Comma Delimited; or A+)II output options are c(osen;pc/MRP &ill create a ile o t(at t"pe &(ic( contains all o t(e ra& data

used 6" t(e report. I "ou (a!e t(e indo&s eneric Print 7ri!erinstalled; "ou ma" select one o t(ePrintoutput options. T(en selectPrint to Fileto generate a tet ile; &(ic( mirrors t(e actual report. An"portion o t(e printed report; &(ic( normall" appears in 6old; &ill 6eincluded in t(e tet ile t(ree times. Hou ma" edit t(e report orms toremo!e t(e 6olding and pre!ent t(e duplication. +ee )oniguration;+ettings 8tilities; option 24.

T(e report ormat options includeC+tandard ormat

)ustom ormat -see custom report section

7.$.1a +)' 9 Vendor Performance Report

T(e I+, '000 :endor perormance report allo&s end users to trac t(eir !endorJsperormance and relia6ilit". T(is report is automaticall" generated 6" using inormationcompiled &it(in t(e purc(asing and recei!ing modules o pc/MRP. T(is report urt(erallo&s t(e end user to grade !endors and deine a course o action 6ased on t(e !endorJsperormance.

7.$.1b Purchasin- MRP Reports

T(e MRP Report in Purc(asing can use one o t&o met(ods to determine t(e purc(asingre?uirements. Bot( met(ods utili@e t(e screen 6elo&.

$$$


112/540

M+&/M6F

T(e irst met(od is t(e MI9/MAE selection. T(is reports all parts under t(eminimum ?uantit" allo&a6le. T(e minimum ?uantit" or eac( part is entered intot(e In!entor" 7ata6ase %ile and s(ould e?ual t(e ?uantit" used per &ee lead

A de6it memo is issued to a !endor to co!er returned goods; pricing errors; reig(tc(arges; etc. Hou can t(in o t(is as an option to enter a negati!e recei!er -a recei!er ora negati!e ?uantit". Accountants reer to t(is t"pe o transaction reer to t(is as a de6itmemo transaction.

T(is selection allo&s "ou to enter a de6it memo. pc/MRP &ill issue "ou t(e neta!aila6le recei!er num6er -essentiall" "ou are entering a negati!e recei!er; a P, num6ero F9,9F and a line item num6er o F007MF. nter t(e part num6er and ?uantit" "ouare returning. Hou &ill notice t(e ?uantit" (as 6een con!erted to a negati!e num6er.

7e6it Memos can 6e created to de6it speciic recei!ers or 6e created as a stand


115/540

7.$.$ Remove Mar4ed Records

Remo!es all Purc(ase ,rders mared or deletion rom t(e dis. T(e records &ill nolonger 6e reco!era6le.

7.$.$$ Remove 'ver F @ears

7eletes and remo!es rom t(e dis all Purc(ase ,rders t(at (a!e a P, 7ate oo!er a speciied num6er o "ears old. Prior to running t(is command; it isad!isa6le to sa!e t(e Purc(ase 7ata6ase %ile to dis and la6el it FPurc(ase 7B%as o mm


116/540

&'T()

$$%


117/540

Receivin- Module

5.$.$ &ew =(nter 6 &ew Receiver>

Allo&s users to enter a ne& recei!er into t(e Recei!ing 7ata6ase %ile. pc/MRP &illdispla" t(e net a!aila6le Receiver &umberand as i "ou &is( to scroll t(e P, ile. I

users ans&er @es#t(e" &ill 6e allo&ed to scroll t(e P, ile 6" eit(er P, 9um6er;Account 9um6er; or Part 9um6er. I users ans&er &o#pc/MRP &ill displa" t(e mostrecent P' &umberand +tem &umber. Hou can &rite o!er t(ese num6ers and &rite int(e desired Recei!er and P, 9um6ers. The Receiver &umber should consist of onl2numeric characters with leadin- Heros.pc/MRP is una6le to increment alp(ac(aracters.

Part &umber# ?escription# Manufacturer# Model &umber# Vendor# 6ddress# 'rder

8uantit2# nit# *ost# Terms# 6ccount &umber# Trade ?iscount# Ta; Rate# ?iv# and

Brei-htare entered automaticall" rom t(e P, and can 6e &ritten o!er i no longercorrect. T(e R(*(+V(? 3@ield is automaticall" populated 6" t(e user name and time.

I a ile named R)+),+T.% eists; pc/MRP &ill automaticall" reres( t(e standardcost ield rom t(e In!entor".

I coniguration settings and utilities option 1# is set to ena6le d"namic stoc locations;pc/MRP &ill allo& "ou to assign a ne& stoc location or a part num6er i t(ere are nonein stoc.

Part num6er data rom in!entor" can 6e !ie&ed in t(e recei!er 6" pressing B$.

$$7)(apter *


118/540

8uantit2 Receiveds(ould 6e entered 6" t(e computer operator. Brei-ht 3ill &umber#*ollect# ?elivered To# and +nspected 32&ill gi!e "our Recei!ing ogs !alua6leinormation.

T(e comments ield can 6e used to store additional inormation suc( as &eig(t; num6ero pacages; etc.

I t(e reig(t c(arge is in!oiced separatel"; enter t(e reig(t in!oice num6er in t(eBrei-ht 3ill &umberield.

pc/MRP automaticall" enters t(e ?ate Received. T(e Pa2 ?ate-normall" 30 da"s atert(e date recei!ed; Vendor +nvoice &umber#and Brei-htare usuall" entered 6"accounting &(en t(e !endor sends t(e in!oice -accounting &ill inspect and edit t(erecei!er.

Receiver ?ata (ntr2 )creen

T(e Related ?ocument Bield is a 23 c(aracter scrolla6le ield. It can 6e used to enter arelated contract num6er; serial num6er; sales order num6er; etc.

?ate Receivedis automaticall" entered and is used 6" t(e Accounting Module in agingt(e Accounts Recei!a6les Records. It is also t(e date used to determine &(ic( o t(erecei!ing records to delete &it( t(e F7elete all recei!ing records o!er "ears old.F

$$5


119/540

T(e entire amount or t(e Brei-ht; i no&n; can 6e entered once in one line item in t(ereig(t ield or entered indi!iduall" or all line items. T(e reig(t totals or all line items&ill 6e totaled and printed out on t(e orms and reports.

T(e ?ebit/*har-e &umberis not used 6" pc/MRPDs accounting program at t(is time.

,nce t(e ne& recei!ing record (as 6een entered; pc/MRP &ill update t(e ?uantit"recei!ed; date recei!ed; on time deli!er"; and complete ield in t(e purc(asing record. It&ill automaticall" increase t(e ?uantit" on (and and decrease t(e ?uantit" on order inin!entor"; pro!ided pc/MRP (as 6een conigured to do so &it( )oniguration; +ettingsand 8tilities ,ption 4. I a recei!er is o!er recei!ed pc/MRP &ill decrement t(e ?uantit"on order in in!entor" 6ut it &ill not tae t(e onorder ?uantit" negati!e.

I t(e ne& cost S 0 and ?uantit" recei!ed S 0 and t(e old cost S 0 and t(e ?uantit" on (and S 0; t(ea!erage cost o t(e part &ill 6e recalculated 6ased on t(e ormula 6elo&C

-original a!ecost ?uantit" on(and U -ne& cost ?uantit" recei!ed

?uantit" on (and U ?uantit" recei!ed

I t(e old cost 0 t(en t(e a!erage cost &ill t(e ne& cost including an" discount.

I t(e ne& cost 0 t(en t(e a!erage cost &ill 6e calculated ust as t(e eample descri6es.

,ption 50 in pc/MRPDs coniguration menu allo&s "ou to include alternate area ?uantitiesand IP ?uantities in t(e a6o!e ormula. T(e option to add alternate area ?uantities andIP ?uantities &as added to pc/MRP !ersions #.$3A= and #.$*A and (ig(er.

I "ou (a!e pc/MRP !ersion #.51 or (ig(er and (a!e acti!ated t(e serial/lot num6ermodule; pc/MRP &ill as i "ou &is( to Fnter serial/lot num6ers F. I "ou ans&er H; "ou

&ill 6e prompted to enter t(e ?uantit" and serial/lot num6er o t(e part num6er "ou arerecei!ing. T(is &ill append a ne& serial/lot num6er record to snlotdet.d6 detail ile. It&ill also update t(e ?uantit" or append a ne& record in t(e snlot.d6 master ile. I "ouare recei!ing multiple serial num6ers or t(e same part num6er; ans&er H &(en promptedto Fnter anot(er serial/lot num6er or t(is part num6erF

,ption 44 in )oniguration +ettings and 8tilities allo&s "ou to eit(er set pc/MRP toprompt &(ic( area is to recei!e t(e parts or set a speciic area as t(e deault area.

I t(e item "ou are recei!ing is an assem6l" and "ou are not using In!entor" AdustmentMet(od ); pc/MRP &ill as i "ou &is( to Increase t(e on(and ?uantit" o t(e assem6liesor )on!ert parts to assem6lies -increase assem6lies decrease on(and ?uantit" o t(e

parts. Hou &ill also (a!e t(e options to run a cost roll


120/540

I t(e P, item (as alread" 6een recei!ed; pc/MRP &ill generate a &arning allo&ing t(euser to continue or cancel.

,nce t(e initial line item (as 6een recei!ed; pc/MRP &ill promptC

nter Rto recei!e and additional item.

nter 6i all o t(e line items on t(e original P, are to 6e recei!ed on t(isrecei!er.

nter Bi "ou are inis(ed.

Ater all t(e line items (a!e 6een entered or a recei!er pc/MRP &illautomaticall" de6it and credit t(e general ledger i it is conigured to do so -autoaccounting on.

5.$." (dit/View =)croll/?elete/ndelete Receiver ine +tems>

T(is option allo&s users to scroll; edit; delete; undelete; or run ?ueries against Recei!errecords.

+electing an +nde;ed )earchallo&s users to searc( on indeed ields. T(is allo&spc/MRP to ind t(e inormation muc( aster. To perorm an +nde;ed )earchselect t(eC

+nde;ed )earchta6

7esired )ort 'rder; ,pen; )losed; ,pen and )losed

7esired +ncludeinormation


+elect t(e desired 6ction; Viewor (dit

$"


121/540

Press )earch


+electing to run a 8ueried )earchallo&s users to 6uild; run; sa!e; and load ?ueries ort(e Recei!er ta6le. %or urt(er details; see c(apter 15.14.

!er"ield &it(in t(e recei!er ta6le is edita6le. T(ere are (o&e!er; se!eral e" conceptsusers must understand 6eore editing.

+f users edit the uantit2 received in a receiver users must:

o edit the uantit2 received in the P' record

o edit the complete field in the P' record to be @ or & if the status of

the purchase order has chan-ed

o edit the inventor2 area uantit2 representative of the uantit2

chan-e

T(e reason pc/MRP does not edit ot(er iles automaticall" is t(at i t(e ot(eriles &ere edited irst; "our edit &ould t(en re


122/540

9oteCI' #ou send an email directl# 'rom pc/MRP, 0e use M Outloo6T1e email address in M Outloo6 0ill automaticall# be populated 'rom

t1e email entr# in t1e pc/MRP ddress Boo6 I' #ou create an


123/540


Matchin- (;act:T(is selection allo&s "ou to ind recei!er records 6" using t(e eactrecei!er record num6er; product code; part num6er; !end/cust account ;document/contract ; di!/dept; model num6er; serial num6er; purc(ase order num6er;

purc(asing agent; de6it/c(arge ; or re?uestor. It &ill displa"/print/send onl" t(oserecords.

Matchin- Partial:T(is selection allo&s "ou to ind recei!er records 6" using a partialdescription o t(e recei!er record num6er; product code; part num6er; !end/cust account; document/contract ; di!/dept; model num6er; serial num6er; purc(ase order num6er;

purc(asing agent; de6it/c(arge ; or re?uestor. It &ill displa"/print/send all recei!errecords matc(ing t(e partial description.

An" o t(e a6o!e can includeC

,pen and closed -all records,pen records onl" -total ?uantit" not recei!ed )omplete H)losed records onl" -?uantit" recei!ed )omplete H,!erdue records onl"

An" o t(e a6o!e can includeC

All records regardless o time periodRecords entered during a speciied time periodRecords due during a speciied time periodRecords eactl" 30; #0; and '0 da"s old

An" o t(e a6o!e ma" 6e sorted 6"C

Recei!er 9um6er -aster no re


124/540

select one o t(ePrintoutput options. T(en selectPrint to Fileto generate atet ile; &(ic( mirrors t(e actual report. An" portion o t(e printed report;&(ic( normall" appears in 6old; &ill 6e included in t(e tet ile t(ree times.Hou ma" edit t(e report orms to remo!e t(e 6olding and pre!ent t(eduplication. +ee )oniguration; +ettings 8tilities; option 24.



5.$.1 abels

T(is option &ill unction t(e same as printing a la6el or a recei!er in t(e in!entor"module; see section 5.1.$.

5.$.% +nde;

Re


125/540

)ales 'rder ='rder (ntr2>

9.$.$ 'verview

pc/MRPDs +ales Module allo&s "ou to enter; edit; and print sales orders and sales orderreports. I a sales order entered as a Fcas( and carr"F or as an Faccount and carr"F order;pc/MRP &ill print out an in!oice and decrement t(e on (and ?uantit" in in!entor". I asales order is created as Forder entr"F -to 6e deli!ered at a later date; pc/MRP &ill printout a sales order and increase t(e on demand ?uantit". pc/MRPDs +ales Module &illpro!ide numerous reports including All ,!erdue +ales ,rders; All +ales ,rders or aMont(; +ales Ta; +ales )ommission; and )ost o +ales. ac( +ales ,rder can contain upto '''' line items. ac( line item (as a due date and can 6e taa6le or non


126/540

)tep $: )elect all the necessar2 items from the screen:

T2pe of sales *ash and *arr2


127/540

Ta; T2pe+elect t(e desired ta t"pe rom t(e list 6elo&.

Taa6le

Resale

%ood Product

+er!ice

8.+. o!ernment

,ut o +tate

empt

B'3

7ou6le clic to select rom t(e listC ,rigin or 7estination.

T(e 6dd; (dit; and ?elete6uttons allo& users to create; edit and delete

%,B options.'ptional )election it F'DDF to mo!e to t(e net screen.

T(e +ales ,rder 7ata ntr" %orm &ill appear as s(o&nC

$"7


128/540

9oteC

o T(e C6ccount ACandCPart ACields are al&a"s lined to t(e )ustomer Address

Boo and Part Master. T1is means t1at t1e entries to t1ese t0o data 'ields mustbe 3alid numbers contained in t1e ddress Boo6 or t1e Part Master .

o +ales ,rder and or ,rder num6ers are automaticall" incremented. T(oug(

alp(a c(aracters are accepta6le it is recommended to let pc/MRP automaticall"increment t(e +ales and or ,rders.

)tep $: )elect *ustomerC

o Place t(e cursor in t(e *ustomer%ield or t(e 6ccount A %ield.

o T"pe t(e irst e& c(aracters o t(e customer name or t(e Account .

o A list o customer addresses &ill appear.

o +croll to t(e desired customer and (it ]Rtn^ or dou6le clic. All t(e address

inormation &ill 6e entered automaticall".o I alternate 6illing and/or s(ipping addresses eist in t(e address entr" or t(is

customer pc/MRP &ill automaticall" populate t(e BI T, and/or +>IP Toields.

$"5


129/540

)tep ": )elect Part

o Place t(e cursor in t(e Part A%ield; ?escription%ield orModel &umberield.

o T"pe in t(e irst e& c(aracters o t(e part ; part description; or model num6er.

o A list o parts matc(ing t(e c(aracters -t(at "ou (a!e entered &ill appear.

o +croll to t(e desired part and (it ]Rtn^ or dou6le clic.

o All t(e necessar" data &ill 6e entered automaticall".

o T(e unit )ale Price-salepric and Purchase *ost-poXcost o t(e assem6l" or

part &ill 6e automaticall" inserted into t(e sales order. 8sing settings and utilitiesoptions 1$ and 35; t(e unit cost can 6e set to a!erage or standard and 6ecomprised o component part costs onl"; component and la6or costs; orcomponent; la6or and o!er(ead costs -P;;A.Note?

For items 0it1out a part 8, enter ;N; T1en manuall# enter t1e

description and model number

Users can set t1e sales price loo6up to eit1er =e3el/@uantit# 9met1od set

b# de'ault: or to a Cate!or# Matri- usin! option 4A in t1e settin!s andutilities For a complete description o' bot1 met1ods, see t1e In3entor#c1apter

)tep ,: (nter 8uantit2

o T"pe in t(e ?uantit". 8nit and pricing data &ill 6e updated automaticall". I t(ere

is a price/?uantit" 6rea; t(e price data &ill 6e dierent or dierent ?uantit"le!els.

)tep : (nter ?ate Reuired

o T"pe in t(e date &(en t(e parts are re?uired. T(is data allo&s pc/MRP to tracand print ,!erdue +ales ,rder Reports.

)tep 1: (nter the rest of the fields

o T(e *ustomer P' &umber and *ustomer *ontactand an" no&n Brei-ht or

(andling c(arges s(ould 6e entered.

o T(e Related ?ocument Bieldis a 23 c(aracter scrolla6le ield. It can 6e used to

enter a related contract num6er; serial num6er; or document num6er.

o T(e entire amount or t(e %reig(t; i no&n; can 6e entered once in one line item

in t(e reig(t ield or entered indi!iduall" or all line items. T(e reig(t totals orall line items &ill 6e totaled and printed out on t(e orms and reports.

o ac( line item can include as man" )omments as necessar".

o ac( line item can (a!e one serial num6er. I multiple serial num6ers are needed

per line item t(en "ou ma" need t(e +erial ot 9um6er module. -)(apter1#.10.1

o ac( line item can (a!e a separate +ales 7iscount and )ommission rate.

o ac( line item can (a!e a separate icensor and icensor rate. T(e icensor and

Rate Q ields are used i "ou (a!e to pa" ro"alt" ees per line item. T(ese ields

$"9


130/540

are automaticall" transerred into sales orders t(at are cloned or 6roen do&n.+ee t(e section o ,ptional %unctions or t(e )lone and Breado&n eatures.

o I t(e sales order re?uires dedicated &or orders; select t(e Item Ino Ta6 and

c(ec t(e Re?uires 7edicated or ,rders )(ec6o. +ee t(e or ,rders)(apter; +ection 13.1.10 and .11in t(is manual or details on t(is eature.

)tep %: +f 3illin- 6ddress and/or )hippin- 6ddress ?ifferent from the *ustomer

6ddress :

o Hou can manuall2enter t(e appropriate data ields;

oro )lic t(e 3illin- 6ddressc(ec 6o and /or )hip 6ddressc(ec 6o. T"pe in a

e& c(aracters o t(e customer name in t(e F3ill ToF and/or F)hip ToF ields; andt(e Address Boo &indo& &ill appear. +elect t(e desired addresses.

)tep 7: 6dd 6nother ine +tem# if reuired

o )lic F6ddF and a ne& +ales ,rder +creen -&it( customer data alread" entered&ill appear.o nter t(e appropriate part data.

)tep 5: )ave the )ales 'rder when finished

o (en "ou are satisied &it( t(e all t(e entries; clic FBinishedF to sa!e.

9oteCpc/MRP 0ill c1ec6 all t1e data 3alidit# I' t1e Customer ccount 8or Part Number is not 3alid 9cannot be 'ound in t1e ddress Boo6 orPart Master:, t1e user 0ill be prompted to ta6e correcti3e actions I' t1eales Order is 'or a nonstandard part, enter ;N; in t1e Part 8 'ield and

pc/MRP 0ill not c1ec6 t1e Part Master I' t1e ales Order e-ceeds t1ecustomers credit limit pc/MRP can be made to prompt a 0arnin! I'desired t1e abilit# to o3erride t1e credit limit can be pass0ord protected -+ee ,ption 53 in t(e +ettings and 8tilities or urt(er detail on t(e creditlimit &arning.

'ptional Bunctions/3uttons

*ancel the )ales 'rder

)lic F*ancelF and t(e entire +ales ,rder &ill 6e canceled.

?uplicatin- 6 ine +tem-:#.*0 and up )lic F*loneF and t(e +tem *loner&indo& &ill appear.

$,


131/540

F&umber of clones to createF means t(e num6er o line items to 6e

added to t(e +ales ,rder or t(e same part in addition to t(e current line. T(e num6er entered into t(e F(ver2DF 6o &ill 6e acti!ated onl" &(en

t(e F?ate R(8F ield on t(e +ales ,rder entr" screen (as a !aliddeli!er" date.

nter t(e desired parameters and clic F'DF

)licing F*ancelF &ill return to t(e +ales ,rder entr" screen &it(outadding an" line items.

6ddin- ine +tem With ?ifferent 8uantit2 Bor (ach ?eliver2

)lic F3rea4downF and t(e ollo&ing &indo& &ill appear.

,n t(e top o t(e &indo& is t(e part t(at "ou are ordering ollo&ed 6"

t(e total num6er o parts "ou (a!e entered in t(e +ales ,rder entr"screen.

$,$


132/540

nter t(e num6er o parts and t(e deli!er" dates in t(e (ig(lig(ted

columns. As t(e num6ers are entered; t(e F6ccounted forF &ill increase to relect

t(e total t(at (as 6een entered so ar.

T(e F)till neededF indicating t(e num6er o parts let. It &ill 6ecome

@ero &(en all t(e re?uired num6er o parts (as 6een entered &it(

deli!er" dates. )lic F'DF &(en all t(e entries are done. 9oteC i t(e total o all t(e

deli!eries does not matc( &it( t(e num6er entered in t(e +ales ,rderentr" screen; a &arning &ill appear.

+elect F'DF; pc/MRP &ill accept all t(e deli!eries entered and discardt(e original ?uantit" entered in t(e +ales ,rder entr" screen. )licK)orrectF to go 6ac to t(e Breado&n &indo& to correct t(e entries.)lic FA6andonF &ill discard all t(e entries and go 6ac to t(e +ales,rder entr" screen.

Review The +tems 6lread2 (ntered

o )lic F3ac4F and t(e last item screen &ill appear.

o )lic F&e;tF and t(e net item screen &ill appear.

o )lic F!ump ToF and a list o all t(e line items &ill appear.

o +elect t(e one "ou &ant to re!ie&.

?elete 6 ine +tem

o )lic F!ump ToF and select t(e line item t(at "ou &ant to delete.

o )lic F?eleteF. -T(e item &ill still 6e s(o&ing on t(e screen; 6ut &ill not 6e

sa!ed upon eit to t(e Main Menu.

ndelete 6 ine +tem

o )lic F!ump ToF and select t(e line item t(at "ou &ant to undelete.

o )lic FndeleteF and t(e item is acti!e again.

Popp +nventor2 )creen

o Press B$to !ie& t(e In!entor" screen.

$,"


133/540

Popp Runnin- Totals

o Press B"to !ie& running totals or t(is +ales ,rder; ,pen In!oices; open

+ales ,rders; and )redit imit.

'ptions 3utton

o 6uto oo4p Return

T(e selections o t(e F6uto oo4p Returns&ill determine &(atappear in t(e customer list and t(e part num6er list during t(e selectingcustomer and selecting parts operations.

The Whole ?atabase-deault setting


134/540

assem6l" entr" in in!entor". I t(ere are se!eral dierent accounts per salesorder; pc/MRP &ill deault to t(e standard 6usiness income account. I t(e )reditAccount is t(e same t(roug(out t(e sales order &(en t(e transaction is posted t(eaccount num6er in t(is ield &ill 6e credited in t(e .

o pdate all o&e!er; it is recommended t(at autoaccounting to 6e set o. T(is &ill allo& t(e in!oice to 6e re!ie&ed prior to entering t(egeneral ledger transaction.

(en a sales order is entered pc/MRP increments t(e ondemand ?uantit" or t(ecompleted assem6l" and not t(e parts in t(at assem6l". T(e eplosion is done later in atemporar" scratc( pad ield &(ene!er purc(asing runs an MRP Report. T(e MRP Reporttaes eac( assem6l"Ds on demand ?uantit" and allocates inis(ed on (and assem6lies;su6assem6lies; and inall" parts to ill t(e demand. (en it runs out o parts or goes6elo& t(e minimum ?uantit" le!el; it prints out t(at part num6er and t(e ?uantit" topurc(ase.

T(e a6o!e met(od pro!ides pc/MRP &it( t(e ollo&ing ad!antagesC

$,


135/540

V T(e ondemand status o an" assem6l" is a!aila6leV ine items can 6e ?uicl" entered &/o &aiting or an eplosionV 8sers can 6uild to stoc; stocing inis(ed


136/540

Press )earch


+electing to run a 8ueried )earchallo&s users to 6uild; run; sa!e; and load ?ueries ort(e +ales ,rder ta6le. %or urt(er details; see c(apter 15.14.

!er" ield &it(in t(e +ales ,rder ta6le is edita6le. T(ere are (o&e!er; se!eral e"concepts a user must understand 6eore editing.

o I t(e +ales ,rder edited &as originall" entered as F*ash and *arr2F or

F6ccount and *arr2F; and "ou add an additional line item "ou &ill 6e ased&(et(er "ou &is( to create a ne& in!oice or add to an eisting in!oice. I "ouc(oose to add to an in!oice and more t(an one in!oice or t(is particular +ales,rder eists; a scroll &indo& &it( t(e last line item o eac( in!oice &ill 6edispla"ed. +elect t(e item &it( t(e in!oice num6er "ou &is( to append.

o I "ou &ere to edit t(e ?uantit" on a sales order; "ou must also edit t(e ?uantit"on order in in!entor" or run one o t(e Audit ,n7emand eatures. I an in!oice(as 6een entered or t(is sales order "ou must edit t(e in!oice as &ell. T(ereason pc/MRP does not edit t(e ot(er iles automaticall"; is t(at i t(e ot(er iles&ere edited irst; "our edit &ould t(en re


137/540

9.$. Print =?ispla2/B6F/(M6+ 6 )ales 'rder>

(en "ou are inis(ed "ou also (a!e t(e opportunit" to print; displa"; send to eTM document to attac( t(e sales order to an e


138/540

9.$.1 Reports =Printout/?ispla2 )ales 'rder Reports>

Allo&s users to print out or displa" !arious +ales ,rder Reports. +ee section 15.4.1 to createcustom reports. Hour standard report options are as ollo&sC

All sales records 9salelo!'r- and cusso>'r- 0it1 salesdb':All sales records or a product codeAll sales records or a part num6erAll sales records or a speciied account

All sales records or a related document/contract All sales records or a di!/deptAll sales records or a model num6erAll sales records or a serial num6erAll sales records or a sales order num6erAll sales records or a salesmanAll sales records or a sales codeAll sales records or a customer P, All sales records or a territor"All sales records or a regionAll sales records or a licensorI+, '000 )ustomer ,n


139/540

Matchin- Partial:T(is selection allo&s "ou to ind sales records 6" using apartial description o t(e sale record num6er; product code; part num6er;speciied account; related document/contract; di!/dept; model num6er; serialnum6er; sales order num6er; salesman; sales code; or customer P,. It &illdispla"; print; or send all sales records matc(ing t(e partial description.

An" o t(e a6o!e can includeCAll open and closed records,pen records onl" -total ?uantit" not in!oiced )omplete HV)losed records onl" -total ?uantit" in!oiced )omplete H,!erdue records onl"

An" o t(e a6o!e can includeCAll records regardless o time periodRecords entered during a speciied time periodRecords due during a speciied time periodRecords eactl" 30; #0; and '0 da"s old

An" o t(e a6o!e reports ma" 6e sorted 6"C+ales num6er -aster no re


140/540

I t(eDatabase; Comma Delimited,or A+)II output options are c(osen;pc/MRP &ill create a ile o t(at t"pe &(ic( contains all o t(e ra& dataused 6" t(e report. I "ou (a!e t(e indo&s eneric Print 7ri!erinstalled; "ou ma" select one o t(ePrintoutput options. T(en selectPrint to Fileto generate a tet ile; &(ic( mirrors t(e actual report. An"portion o t(e printed report; &(ic( normall" appears in 6old; &ill 6e

included in t(e tet ile t(ree times. Hou ma" edit t(e report orms toremo!e t(e 6olding and pre!ent t(e duplication. +ee )oniguration;+ettings 8tilities; option 24.



&ote: +)' 9 'n time ?eliver2 Report for vendors

T(is report consists o t(e ollo&ing columns and is sorted 6" )ustomer Account9um6erC

+,/,T(e sales order num6er -&or orders do not (a!e date s(ipped

Item T(e line item num6er o t(e sales/&or order num6er

Part9um6er7escription,riginal 7ate Re?uired

T(e date re?uired &(en t(e sales order &as created

Re!ised 7ate Re?uiredT(e re!ised deli!er" date7ate +(ipped

T(e date t(e sales order &as s(ippedT(e date t(e &or order &as completed

,n Time To ,riginal 7ate Re?uiredill contain a H i 7ate +(ip is 6et&een ,riginal 7ate


141/540

Bor laser printer

Hou can order t(e 3o&e!er; i "ou e!er get a Frecord out o rangeF error message orcannot ind a sales order; re


142/540

+nvoice Module

$.$.$ &ew =(nter 6 &ew +nvoice>

T(e In!oice Module allo&s "ou to enter ne& in!oices into t(e In!oice 7ata6ase %ile.pc/MRP &ill displa" t(e net a!aila6le In!oice 9um6er and as i "ou &is( to scroll t(e+ales ile. I users ans&er H; t(e" &ill 6e allo&ed to scroll t(e +ales ile 6" +ales ,rder

9um6er; Account 9um6er; or Part 9um6er. I users ans&er 9; pc/MRP &ill displa" t(emost recent +ales ,rder 9um6er and Item 9um6er. 8sers can &rite o!er t(ese num6ersand &rite in t(e desired In!oice and +ales 9um6ers. T(e In!oice 9um6er s(ould consisto onl" numeric c(aracters &it( leading @eros. pc/MRP is una6le to increment alp(ac(aracters.

I "ou &ant to add an additional item to an eisting in!oice; "ou ma" do so 6" t"ping int(e in!oice num6er and t(e net (ig(est item num6er a!aila6le on t(e sales order "ou arein!oicing against.

+nvoice ?ateis automaticall" entered rom t(e +"stem 7ate and is used 6" t(eAccounting Module in aging t(e Accounts Recei!a6les Records. It is also t(e date used6" pc/MRP to determine &(ic( records are o!er "ears old and read" or deletion.

Part &umber# ?escription# *ustomer 6ddress# )hip to 6ddress# 3ill to 6ddress#

'ri-inal 8uantit2 Reuired# 8uantit2 Previousl2 )hipped# nit# )ale Price# Terms#

Trade ?iscount# Brei-ht# Ta; Rate# )alesman# )hip Via# *redit 6ccount# icensor#

icensor Rate# and B'3are all automaticall" entered rom t(e +ales ,rder.

$" )(apter 10


143/540

+nvoice data entr2 screen:

T(e Related ?ocument %ield is a 23 c(aracter scrolla6le ield. It can 6e used to enter a

related contract or document num6er.

8uantit2 )hipped is automaticall" entered rom t(e sales order and can 6e o!er&ritten6" t(e computer operator.

T(e entire amount or t(e Brei-ht can 6e entered once in one line item in t(e reig(t ieldor entered indi!iduall" or all line items. T(e reig(t totals or all line items &ill 6etotaled and printed out on t(e orms and reports.

T(e Pa2ment ?ue ?ate is t(e date t(e pa"ment is due on. pc/MRP &ill automaticall"calculate 6" adding t(e term "ou entered plus t(e date o t(e in!oice. Hou must simpl"6egin &it( t(e &ord K9T.G B" eample; a term o 9T


144/540

In!oices and +(ippers can 6e conigured to print out t(e +erial&umber orModel&umberusing t(e Boiler Plate ,ption. -,ption 22 %urt(ermore; i t(e )erial ot&umber Module(as 6een purc(ased; t(roug( option 55 users c(oose to print or not toprint e!er" serial num6er per line item in t(e in!oice comments.

,nce t(e ne& in!oice record (as 6een entered; pc/MRP &ill detect i t(e sales order

?uantit" matc(es t(e in!oice ?uantit". I t(e in!oice ?uantit" eceeds t(e sales order?uantit"; t(e user &ill 6e &arned to proceed or cancel. %urt(ermore; pc/MRP &ill detect it(ere is suicient in!entor" on(and to ulill t(e in!oice. I t(e ?uantit" o t(e line itemeceeds &(at is a!aila6le in in!entor" t(e user &ill 6e prompted toC

o In!oice t(e re?uested ?uantit" -dri!ing on(and ?uantities negati!e;

o In!oicing &(at is a!aila6le;

o Re


145/540

+electing an +nde;ed )earchallo&s users to searc( on indeed ields. T(is allo&s

pc/MRP to ind t(e inormation muc( aster. To perorm an +nde;ed )earchselect t(eC

+nde;ed )earchta6

7esired )ort 'rder# 7ocument 9um6er; Account 9um6er; Part 9um6er; Model

9um6er; +ales ,rder 9um6er; and; +(ip to Address

7esired +ncludeinormation; ,pen; )losed; ,pen and )losed


+elect t(e desired 6ction; Viewor (dit

Press )earch

pc/MRP &ill automaticall" scroll to t(e desired record or t(e nearest matc(. +elect t(e

correct record 6" scrolling and press '4 to proceed to t(e edit screen or t(at record.

+electing to run a 8ueried )earchallo&s users to 6uild; run; sa!e; and load ?ueries ort(e In!oice ta6le. %or urt(er details; see c(apter 15.14.

An" ields in t(e in!oice can 6e edited. >o&e!er; t(ere are a e& t(ings users need to 6ea&are o.

(en "ou edit the uantit2 shippedin t(e in!oice ile "ou must edit the

uantit2 shipped in the salesile and t(e uantit2 in the area where theinventor2 was pulled from within inventor2. T(e reason pc/MRP does not editot(er iles automaticall" is t(at i t(e ot(er iles &ere edited irst; "our edit &ouldt(en re


146/540

t(e record as closed -paid. An K&Nmars t(e record as open -unpaid. 8serss(ould not manuall" populate t(ese ields unless t(e" no& or sure t(e" &ant tore


147/540

Printed In!oices ma" 6e olded in t(irds and placed in t(e dou6le &indo& en!elopes. T(een!elope num6er is *$%1. %orms t(at can 6e ordered in car6onless copies are listed6elo&.

Hou can order pc/MRPDs t&o part -5


148/540

Allo&s "ou to print out or displa" !arious reports rom t(e In!oice 7ata6ase %ile. +eesection 15.4.1 to create custom reports. Hour standard report options are as ollo&sC

All in!oice records 9in3lo!'r- and cusin3>'r- 0it1 recei3edb':

All in!oice records or a product codeAll in!oice records or a part num6erAll in!oice records or a speciied account All in!oice records or a related document/contract All in!oice records or a di!/deptAll in!oice records or a model num6erAll in!oice records or a serial num6erAll in!oice records or a sales order num6erAll in!oice records or a salesmanAll in!oice records or a sales codeAll in!oice records or a customer P,All in!oice records or a territor"All in!oice records or a regionAll in!oice records or a licensor

97A distri6ution reportAll in!oice records or a -=uicBoos 6atc( num6er


Matchin- (;act:T(is selection allo&s "ou to ind an in!oice report 6" using anin!oice record num6er; a product code; a part num6er; a speciied account ; arelated document/contract ; a di!/dept; a model num6er; a serial num6er; a salesorder num6er; a salesman; a sales code; or a customer P, . It &ill displa"; print;or send onl" t(at record.

Matchin- Partial:T(is selection allo&s "ou to ind an in!oice report 6" using apartial description o an in!oice record num6er; a product code; a part num6er; aspeciied account ; a related document/contract ; a di!/dept; a model num6er; aserial num6er; a sales order num6er; a salesman; a sales code; or a customer P,. It &ill displa"/print/send all in!oice reports matc(ing t(e partial description.

An" o t(e a6o!e can includeCAll open and closed records,pen records onl" -total ?uantit" not recei!ed )omplete H)losed records onl" -?uantit" recei!ed )omplete H,!erdue records onl"

An" o t(e a6o!e can includeCAll records regardless o time periodRecords entered during a speciied time periodRecords due during a speciied time period

An" o t(e a6o!e reports ma" 6e sorted 6"CIn!oice num6er -aster no re


149/540

7ate entered7i!ision7ocument/)ontract 7ate dueModel num6erProduct codeP, num6er

Territor"+alesmanBatc( num6er -=uicBoos

T(e report output options includeC 7ispla"ed;

Printed;

ide carriage print;

A+)II ile sent to dis;

>TM ile

E+ ile sent to dis;

7B% ile sent to dis.

T(e report ormat options include standard and custom. %or more inormation a6outcustom reports; see c(apter 15.4.1.

(;ample# &arrow *arria-e +nvoice Report Bormat

$.$.% +nde;

Re


150/540

and la6el it FIn!oice 7B% as o mm


151/540

(en editing t(e +&V63.)T ile eac( line represents a dierent report. T(eirst line o t(is ile &ill read; )


152/540

)toc4room Module

$$.$.$ 'verview of the )toc4 Transaction Module

T(e +toc Room Module allo&s users toC recei!e parts rom recei!ing; issue parts andsu6

B" +electing Modules; )tocroom; and &e& pc/MRP &ill displa" a list o all o t(estocroom transactions a!aila6le or users to enter. +impl" clic on t(e radio 6utton orpress t(e e" o t(e letter "ou &ant. T(e user name; date; and time &ill 6e stored in t(e(ntered 32ield or e!er" transaction made. )omments or eac( transaction are alsoa!aila6le. %ollo&ing is a description o eac( t"pe o transaction.

$1")(apter 11


153/540

$$.$.".$ + +ssue Parts for an 6ssembl2 +nfinite evels ?eep to Manufacturin-

Hou must use t(is unction once and onl" once to issue parts or e!er" sales/&or ordert(at is issued to manuacturing.

All manuacturing o6s start &it( t(e +-or issue t"pe transaction and end &it( t(e R-orrecei!e t"pe transaction. 8sers can onl" use t(e ; M; B; 3; # and Tt"pe transactionsater perorming t(e +transaction and 6eore perorming t(e Rtransaction.

+elect t(e C+C transaction to issue a top


154/540

pc/MRP &ill displa" t(e ollo&ing screenC

B" deault; pc/MRP &ill automaticall" issue items. I "ou preer to !eri" eac( item orrecord serial/lot num6ers using pc/MRPDs standard serial/lot num6er eatures; unc(ec t(eFIssue parts automaticall"F c(ec 6o.

pc/MRP must 6e told (o& "ou &ant issue t(e items. Hou can issue component parts onl";su6


155/540

Al&a"s enter t(e correct ?uantit" issued to t(e manuacturing loor. pc/MRP &ill createan issue to manuacturing stoc room record decreasing t(e stoc room ?uantit" andincreasing t(e IP ?uantit". I "ou count t(e ?uantit" let in t(e 6in; it is dierent romt(e displa"ed ?uantit" let; and "ou enter t(e correct ?uantit" let in t(e 6in; pc/MRP &illmae an additional adusting stoc room record.

(ene!er users enter an FIF t"pe transaction; pc/MRP creates a stoc transaction recordor eac( part or su6


156/540

I "ou &ant to adust serial/lot num6er; clic t(e Adust +erial/ot 6utton. Hou &ill get alist o t(e eisting serial lot num6ers rom t(e master serial lot num6er ta6le or t(at partas s(o&n on t(eSerial/!ot umber!ist+creen. I "ou &ould lie to enter a ne& seriallot num6er; clic on t(e &ew6utton; "ou &ill get a screen similar to t(e +erial ot9um6er Adustment +creen. nter t(e necessar" ields or t(e serial/lot num6er and clic, to sa!e. I "ou &ould lie to adust t(e serial lot ?uantit" or an eisting serial lotnum6er; select t(e serial lot num6er; and clic t(e (dit6utton; "ou &ill get t(eSerial !otumber Adustment+creen. ntering a negati!e num6er into t(e Adust =TH ield &ill6ring t(e serial/lot ?uantit" do&n and entering a positi!e num6er into t(e Adust =THield &ill 6ring t(e serial/lot ?uantit" up. )lic t(e '46utton to sa!e t(e adusted seriallot num6er. (en "ou are done &it( entering and adusting t(e serial lot num6ers; clic, on t(e +erial/ot 9um6er ist screen. All o t(e ne&l" entered serial num6ers &ill

6e sa!ed into t(e master serial lot num6er ta6le; and t(e adusted serial lot num6ersJ+9,T=TH ield in t(e master serial lot num6er ta6le &ill 6e replaced 6" t(e !alue int(e 9+9,T=TH ield o t(e cursor. An adustment entr" &ill 6e created in t(edetail serial/lot num6er ta6le or eac( adusted serial lot num6er.

pc/MRP &ill produce an FIssued PI) istF report containing t(e details o all itemsissued. T(e report can 6e displa"ed; printed; or sa!ed as a ile.

In !ersions $.50 and (ig(er users can create a lag ile allo&ing la6els to 6e created ort(e items 6eing issued to manuacturing. T(e lag ile is isst4lab.fl-.

$1%


157/540

I t(is ile is present in t(e pcmrp& director" t(e ollo&ing screen is s(o&n.

T(is option allo&s users to select !arious criteria; a speciied &or order; and multipleoutput t"pes or t(e la6els to 6e created.

$$.$."." +ssue Part=s> and/or 6ssemblies one evel ?eep to Manufacturin-

'nl2 use this function to issue e;tra parts or parts that were not on the bill of

materials.

+elect an CCtransaction to issue a part; or com6ination o parts and completed su6


158/540

Please Note? $ou must enter an e-istin! ales/or6 Order numberot1er0ise, pc/MRP 0ill not be able to decrement t1e IP "uantities

correctl# 01en t1e ales/or6 Order is recei3ed as assemblies 'rommanu'acturin!

nter t(e Part or B,M num6er and t(e ?uantit" "ou &is( to issue.

nter @es#i "ou &is( to trac lot num6ers.

I t(e num6er entered &as a B,M num6er; pc/MRP &ill as i "ou &is( to issuet(e B,M to t(e loor as a completed assem6l" or as component parts.

I "ou c(oose to issue as a completed assem6l"; pc/MRP &ill issue t(eassem6l"-s as a completed assem6l"-s.

I "ou c(oose to issue t(e assem6l" as component parts; pc/MRP &ill issue t(ecomponent parts. ,nce again enter t(e dateand uantit2o t(e assem6l" "ou

&is( to issue -pc/MRP &ill not c(ange t(e on(and ?uantit" o t(e assem6l" att(is time.

Ans&er @es#i "ou &is( parts to 6e issued automaticall".

(en it comes to a su6


159/540

T(e ollo&ing screen allo&s coniguration o t(e import process.

nter t(e location and name o t(e import ile or use t(e B+&?6utton to pic itrom t(e director" tree.

)onigure t(e ales/or6 Order in'oto meet "our situation.

T(e 6utomaticsetting &ill dra& t(e sales/&or order num6er rom t(e

import ile. I t(e sale/&or order num6er does not eist in t(e import ileor it is in!alid; t(e program &ill (alt at eac( item and prompt t(e user toenter t(e correct sales/&or order or t(at part.

I all t(e items to 6e issued are against t(e same sales/&or order;selecting Manualallo&s a one


160/540

I an" errors are detected during t(e importation process; an error report &ill 6ea!aila6le ater completion.

$$.$."., M +ssue Ma4eup or )horta-e Parts to Mf-

8se t(is unction to issue mae up s(ortages or items t(at &ere s(ort &(en t(e originalC+Ct"pe transaction &as issued or a sales/&or order num6er.

nter an CMCt"pe transaction to issue mae up or s(ortage parts or a sales/&or order.

nter t(e stoc transaction num6er o t(e part t(at is s(ort. T(e stoc transaction num6ercan 6e located on t(e stoc transaction report or t(at sales/&or order num6er.

pc/MRP &ill allo& "ou to enter t(e lot num6er and t(e ?uantit" re?uired to ill t(es(ortage. pc/MRP &ill t(en reduce t(e on(and ?uantities and increase t(e IP ?uantitieso t(e parts issued.

%or stocroom transactions P# M# and Bi option ## in t(e settings and utilities is set to"es; t(e original transaction date &ill 6e replaced 6" t(e date o &(en t(e maeups(ortage issue is perormed.

it( !ersions $.$1B and (ig(er; pc/MRP &ill create a ne& issue transaction or maeuptransactions &(ere t(e ?uantit" issued and t(e ?uantit" re?uired &ill e?ual t(e ?uantit"6eing ulilled; in!entor" &ill 6e decreased and IP &ill 6e increased. In t(e originaltransaction; t(e ?uantit" re?uired &ill 6e deducted 6" t(e ?uantit" 6eing issued in t(emae up issue. T(us; t(e original transaction &ill carr" or&ard an" su6se?uent s(ortage.I t(e sales order is closed; pc/MRP &ill not allo& "ou to issue a maeup issue against t(eorder.

$$.$.". P +ssue Multiple Ma4eup )horta-es from a )in-le +nventor2 6rea

T(e Poption allo&s users to ill stoc room s(ortages rom a list o possi6le stocroomtransactions t(at &ere issued s(ort. (en users select t(is option; pc/MRP &ill create t(escreen a6o!e. T(is screen allo&s users to select t(e criteria to generate t(e list os(ortages to 6e illed.

o +elect t(e area &(ere t(e parts &ill 6e issued rom.

o +elect t(e desired sort order.

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o T(e Include option allo&s users to select data to 6e present to assist in t(e

decision process. 8sers can c(oose romC t(e 7ate Re?uired; )ustom AccountI7; and; )ustomer 9ame to 6e present on t(e selection screen.

T(e Issue +(ortage selection screen is pro!ided 6elo&.

T(e Issue +(ortage Maeig(lig(t t(e s(ortage t(at "ou &is( to issue and enter t(e ?uantit" in t(e +ssue8t2ield.

o )ontinue t(is process until "ou (a!e selected all o t(e s(ortages "ou &is( to

ulill.o 8sers can also select to (a!e t(e Issue +(ortage option generate a report. T(is

report can 6e sent to se!eral output t"pes.o I t(e serial lot num6er module is 6eing utili@ed; once t(e item-s (as 6een

selected and t(e user presses 'D#t(e user &ill 6e prompted to trac serialnum6ers as needed.

%or stocroom transactions P# M# and Bi option ## in t(e settings and utilities is set to"es; t(e original transaction date &ill 6e replaced 6" t(e date o &(en t(e maeup

s(ortage issue is perormed.

9,TC T(e WPJ t"pe transaction must (a!e a positi!e ?uantit" on (and in t(e c(osenin!entor" area in order or t(e s(ortage to 6e displa"ed.

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$$.$.".1 B +ssue Multiple Ma4eup )horta-es to Manufacturin- 6utomaticall2

8se t(is unction to automaticall" issue mae up s(ortages or items t(at &ere s(ort &(ent(e original C+Ct"pe transaction &as issued or a sales/&or order num6er. It &ill ill asmuc( o t(e s(ortage as t(e in!entor" le!el allo&s &(ile gi!ing priorit" to t(e sales/&ororders 6" &it( t(e earliest date re?uired. T(is unction loos at s(ortages or open salesand &or orders -complete does not e?ual H t(at (a!e 6een issued -issuedtm H t(atno& (a!e stoc a!aila6le to 6e issued -on(and greater t(an 0.

T(e user ma" select t(e in!entor" area-s to consider &(en issuing items. T(e user also

(as t(e a6ilit" to issue onl" to sales order transactions or &or order transactions.

T&o reports are a!aila6le ater completion. T(e Action report details all o t(e stocrooms(ortages t(at &ere illed. T(e Mae


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Belo& is an eample o t(e +toc +(ortage Maeup report.

$$.$.".% ) +ssue Parts or 6ssemblies to )hippin-

nter an C)C to issue parts or assem6lies to s(ipping.

pc/MRP &ill issue eac( line item as "ou (a!e conigured it on t(is screen. T(e on(and?uantit" o eac( part s(ipped &ill 6e reduced i pc/MRP is conigured to do so in t(e

coniguration menu. -7o not use t(is transaction i "ou are set to In!entor" Adustmentmet(od A; see +ettings and 8tilities option 4.

+n the upper left corner of the window:

T(e +ales ,rder num6er against &(ic( t(e material is to 6e issued can 6emanuall" entered or "ou ma" elect to pull t(e num6er in 6" scrolling t(e +alesdata6ase.

T(is is &(ere t(e In!entor" area rom &(ic( t(e material is to 6e issued isselected.

8sers &(o (a!e purc(ased t(e optional +erial/ot 9um6er module can elect totrac t(e serial or lot num6ers o t(e material t(at is issued.

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+n the upper ri-ht corner of the window:

7ispla"s t(e customer address so t(e user can !eri" t(at t(e correct +ales ,rderis to 6e processed.

+n the center of the window:

7ispla"s a scrolla6le list o all open items in t(e +ales ,rder &it( t(e order?uantit" and t(e ?uantit" t(at "ou &ant to issue. Items &ill not 6e included on t(elist i t(e *ompleteield on t(e +ales ,rder contains a C@Cor i t(e ?uantit"pre!iousl" issued against t(e item e?uals or eceeds t(e order ?uantit".

I t(e ?uantit" to 6e issued eceeds t(e ?uantit" a!aila6le in t(e selectedin!entor" area; an eclamation point CQC&ill appear to t(e rig(t o t(e issue?uantit" num6er. +ee Item 0001 on t(e eample picture on t(e pre!ious page.

+n the lower left of the window:

T(e Bull Bill6utton &ill automaticall" set t(e issue ?uantities or all t(e items toe?ual t(e order ?uantities.

T(e imit Bill6utton &ill automaticall" set t(e issue ?uantities to issue as muc(o t(e item as is a!aila6le in t(e selected In!entor" area; up to t(e order ?uantit".

T(e Eero 6ll6utton &ill reset all issue ?uantities to @ero.

T(e More ?etail6utton is not used &(en issuing to s(ipping.

+n the lower center of the window:

T(is section displa"s inormation a6out t(e item currentl" (ig(lig(ted in t(ecenter section. It also displa"s t(e ?uantit" o t(is item currentl" a!aila6le in t(eselected In!entor" area.

At t(e 6ottom o t(is area; "ou can manuall" set t(e issue ?uantit" and enter aserial or lot num6er to 6e associated &it( t(is item. T(e serial/lot num6er &ill 6eretained as part o t(e +toc transaction record.

T(e Bull; imit#and Eero; 6uttons unction ust lie t(e Bull Bill; imit Bill#and Eero 6ll6uttons 6ut aect onl" t(e (ig(lig(ted item.

T(e +tem ?etail6utton; lie t(e More 7etail 6utton; is not used &(en issuing tos(ipping.

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+n the lower ri-ht corner of the window:

T(e 'D6utton 6egins t(e issue process or t(e items "ou (a!e speciied &(ilet(e )ancel 6utton eits t(e screen &it(out maing an" c(anges.

T(e ?efault6utton opens a second &indo& &(ere some o t(e 6e(a!ioralc(aracteristics can 6e set. The ?efault )ettin-s window:-T(e initialdeault settings are s(o&n.

(en a +ales ,rder is loaded into t(e irst &indo& or processing; t(eissue ?uantities or all items &ill 6e automaticall" entered 6ased on t(edeault +ssue 8uantitiessetting displa"ed in t(is &indo&. T(e deaultIn!entor" issuing area can also 6e speciied.

I t(e pdate uantities when 6rea chan-es6o is c(eced; c(angingt(e In!entor" area on t(e irst screen &ill automaticall" update t(e issue?uantities 6ased on t(e Issue =uantities setting.

I t(e Warn if over issuin- a-ainst order6o is c(eced; a &arning

message &ill appear 6eore transaction processing 6egins i t(e issue?uantit" o an" o t(e items eceeds t(e order ?uantit". Hou t(en (a!e t(eoption to continue &it( t(e o!er


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T(is transaction allo&s users to transer in!entor" parts and assem6lies 6et&eenin!entor" areas. Hou can rename t(e alternate storage areas using t(e con'i!urationmenu, option +. Transerring in!entor" rom area 1 -+tores into an alternate areacreates an I++TB record. Transerring in!entor" rom an alternate area into area 1-+tores creates a R)%B record. Transerring in!entor" rom an alternate storage areainto anot(er alternate storage area creates 6ot( an I++TB and R)%B record.

$$.$.".5 R Receive *ompleted 6ssemblies from Manufacturin-

T(is module allo&s completed assem6lies to 6e recei!ed rom manuacturing 6ac intot(e stoc room. pc/MRP uses t(e ollo&ing pseudo code &(en completed assem6lies arereturned rom manuacturing to t(e stoc roomC

E Find t1e stoc6 transactions records 'or t1at sales/0or6 order number

( Reduce t1e "uantit# in IP b# t1e "uantit# issued to t1e sales/0or6 order basedon t1e BOM and t1e parts and subassemblies issued T1e return "uantit# 'ieldcontains t1e "uantit# IP 0as reduced b#

3. 1en t1e 'inal assembl# is returned pc/MRP reduces IP b# t1e di''erence o' t1e"uantit# issued and t1e returned "uantit# It also increases t1e "uantit# returned

to matc1 t1e "uantit# issued pc/MRP 3ersions A.. and lo0er do not alter t1eori!inal "uantit# re"uired obs t1at are recei3ed bac6 in 'ull 0it1 s1orta!es stilloutstandin! 0ill still s1o0 up as s1ort as t1e "uantit# re"uired is still !reatert1an t1e "uantit# issued T1e stoc6room record can be edited so t1at t1e "uantit#

issued e"uals t1e "uantit# re"uired pc/MRP 3ersions A.E and 1i!1er decreaset1e "uantit# re"uired to matc1 t1e "uantit# issued s suc1, 3ersions A.E and1i!1er 0ill not lea3e s1orta!es in t1e stoc6 room records 'or sales/0or6 ordert1at 0ere completed and returned to t1e stoc6 room

T(e a6o!e met(od allo&s o!erages and &aste to 6e deducted rom IP. It also does not

re?uire all parts to 6e issued 6eore part o t(e sales/&or order is returned as inis(edassem6lies.

pc/MRP &ill as or t(e sales/&or order num6er t(at "ou &is( to turn in as completedassem6lies. It &ill t(en locate t(e original sales/&or order record to determine (o&man" assem6lies &ere originall" ordered and issued. pc/MRP &ill as or t(e ?uantit"6eing recei!ed and t(en increment t(e on(and ?uantit" o t(e assem6l" listed on t(esales/&or order. 9et; it &ill searc( t(e stoc transaction data 6ase ile and decrementt(e IP ?uantities o all parts issued to manuacturing or t(at sales/&or order. I "ouare turning in a partial order; it &ill mae a partial deduction o t(e parts issued tomanuacturing or t(at sales/&or. %or eample; i "ou are turning in # completedassem6lies or a sales/&or order or 10 assem6lies. pc/MRP &ould decrement t(e eact

?uantit" o 6olts; nuts; &(eels; etc. or si assem6lies.

Please noteC

o 9ot all parts or all 10 o t(e original assem6lies (a!e to 6e issued to t(emanuacturing; 6eore an" completed assem6lies can 6e turned in.

o I "ou plan to turn in completed su6


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o I "ou are utili@ing t(e +erial ot 9um6er Module; "ou can also issue serialnum6ers to returned assem6lies &it( t(is transaction.

In pc/MRP !ersions $.$3 and (ig(er; &(en perorming t(e R t"pe transaction; users &ill6e presented &it( t(e additional screen 6elo&C

T(is screen allo&s users to ?uicl" determine t(e status o t(e 6uild. 8sers can see t(e?uantit" re?uired; ?uantit" alread" recei!ed rom manuacturing; t(e ?uantit" t(e user (asre?uested returned 6ac rom manuacturing; and t(e calculated ?uantit" t(at can 6ereturned 6ased on t(e material issued t(us ar. 8sers can also !ie& t(e s(ortage report ort(is 6uild and print t(e s(ortage report. I users c(oose to !ie& t(e s(ortage report; oncet(e" are inis(ed !ie&ing t(e report; t(e" &ill 6e returned to t(is status &indo&.

Ater entering Rt"pe transaction pc/MRP &ill as or t(e num6er o la6or (ours re?uired

to complete t(is assem6l". it( !ersions $.$3 and (ig(er; "ou can populate t(e la6or(ours rom t(e mplo"ee Time Tracing module 6" setting option $' &it(in t(e +ettingsand 8tilities menu. T(e a!erage la6or cost entered into t(e transaction can 6e set to 6ederi!ed rom t(e emplo"ee pa" rates or ,ption # rom &it(in t(e +ettings and 8tilitiesmenu. I "ou select t(e a!erage la6or cost to 6e deri!ed rom t(e emplo"ee pa" rates; t(eollo&ing ormula &ill 6e usedC

+8M o dierent emplo"ees -emplo"ee pa" rate V &or (our U emplo"ee pa" rate Vo!ertime V o!ertime pa" rate actor

total (ours o emplo"ees

pc/MRP &ill displa" t(e net a!aila6le stoc transaction num6er. Press 'Dto accept t(e

num6er.

I t(ere is a sales or &or order num6er or t(is transaction; enter @es#and enter t(e salesorder num6er. pc/MRP &ill use t(e +ales/or ,rder 9um6er to determine &(ic( and(o& man" part-s or assem6l"-s s(ould 6e recei!ed.

pc/MRP &ill as i "ou &is( to trac ot &umbers.

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nter t(e 8uantit2o assem6lies or parts 6eing returned rom manuacturing. I t(e?uantit" o assem6lies 6eing turned in matc(es t(e ?uantit" o assem6lies originall"issued to manuacturing; all o t(e items issued to manuacturing or t(e sales/&or ordernum6er &ill 6e deducted rom IP. I a partial ?uantit" o completed assem6lies isturned in; pc/MRP reduces t(e ?uantit" in IP as descri6ed a6o!e.

T(e 'nhand uantit2o t(e assem6lies or parts &ill increase in in!entor".

T(e 8uantit2 6ssembled&ill 6e increased in t(e +ales/or ,rder.

I it is or a or ,rder; and t(e ?uantit" assem6led is e?ual to or greater t(an t(eoriginal ?uantit" re?uired; a C@C&ill 6e placed in t(e *omplete %ield.

$$.$.".9 Receive nused Returned Parts from Manufacturin-

T(is option allo&s users to return unused parts 6ac into in!entor". (en users selectt(is option; t(e c(oices a6o!e &ill appear. T(is selection screen allo&s users to enter t(ecriteria or t(e o6s to 6e returned. T(e net screen &ill generate a list o all materialallo&ing t(e user to c(oose &(ic( items and t(e ?uantit" to 6e returned.

o +elect t(e storage area t(at &ill recei!e t(e returned parts.

o +ort t(e data as needed.

o +elect t(e Include ield to add additional inormation to (elp "ou mae t(e

decision on &(at to return.o +elect Multiple &or orders/sales orders or select a speciic order.

o Press ,.

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o >ig(lig(t t(e part num6er t(at "ou &is( to return and enter t(e ?uantit" in t(e

nissue 8t2 field.

o )ontinue t(is process until all o t(e items to 6e returned (a!e 6een selected.

o 8sers can select to Reduce Reuirement and +ssued 8uantitiesor simpl"

Reduce the 8uantit2 +ssued onl2.o 8sers can also select to (a!e t(e 8n


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$$.$.".$$ 6 6dKust 'nhand 8uantities

T(is option allo&s t(e on(and ?uantit" o parts to 6e adusted -increased or decreased. Itlea!es a record o t(e adustmentO &(ere as editing t(e part num6er; &ould not lea!e arecord o t(e adustment. Increasing t(e on(and ?uantit" in stores or in anot(er areacreates R)%A stoc transaction record-s. 7ecreasing t(e on(and ?uantit" in stores or inanot(er area creates I++%A stoc transaction record-s. I "ou are utili@ing t(e +erial ot9um6er Module; t(is transaction &ill also automaticall" adust ?uantities in t(e +erialot 9um6er data6ase.

$$.$.".$" T Return all Parts/6ssemblies +ssued to a )ales/Wor4 'rder

T(is option allo&s users to un


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T(ere are t(ree e" ields in most stocroom transaction; R(8+R(? 8T@#

+))(? 8T@; and R(TR&(? 8T@. T(e R(8+R(? 8T@is t(e ?uantit"re?uired or t(is transaction. +))(? 8T@is t(e ?uantit" actuall" issued ort(is transaction. I applica6le to t(e transaction t(ere ma" also 6e t(eR(TR&(? 8T@; t(is is t(e ?uantit" returned or 6aclus(ed or t(istransaction.

(en t(e R(8+R(? 8T@does not e?ual t(e +))(? 8T@; pc/MRP &ill

lag t(is as a s(ortage in t(e stocroom s(ortage report. To correct a s(ortage&(ere none eists; t(e o6 is alread" complete and returned rom manuacturingOusers must researc( to see &(at (as (appened. (en perorming t(e Rt"petransaction pc/MRP &ill not &arn users i a s(ortage still eists. T(us; in someinstances; can mae in!entor" 6e incorrect 6" not ulilling maeup s(ortagetransactions 6eore t(e R t"pe transaction. 8sers must researc( to see i t(es(ortage needed to 6e ulilled or i t(e o6 &as completed &it( t(e s(ortage.

I t(e s(ortage needs to 6e ulilled; edit t(e +))(? 8T@to e?ual t(eR(8+R(? 8T@and manuall" deduct t(e dierence rom in!entor".

I t(e s(ortage does not need to 6e ulilled; edit t(e R(8+R(? 8T@to e?ualt(e +))(? 8T@.

T(ere is a e" o TR6&)6*T+'& T@P()in t(e edit screen o eac( stocroom

transaction.

8se t(e delete and undelete 6uttons to mar and unmar records or deletion.

,nce t(e record (as 6een mared or deletion; return to t(e menu and selectR(M'V( 6 ?((T(? R(*'R?) BR'M ?+)D 6&? R(+&?(F.

Remo!ing stocroom transactions &ill not automaticall" c(ange in!entor". It isnot recommended to delete stocroom transactions. I users c(oose to deletestocroom transactions and t(e" &is( to adust in!entor"; t(e" must manuall"

accomplis( eac( tas.

$$.$. )croll +nventor2

Allo&s "ou to scroll or searc( or a part num6er. +elect scroll i "ou no& t(e irst part ot(e part num6er; model num6er; or description. +elect searc( i "ou &is( to ind t(e part6" entering a partial description. %or eample; entering Fel6F &ould re!eal all o t(eparts; suc( as el6o&; t(at (a!e t(e letters FelbCan"&(ere in t(eir description. A morecomplete searc( eature is a!aila6le in t(e 8uer

Pcmrp Manual 790

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Transcript of Pcmrp Manual 790