| Prerequisties |
ManEx’s standard module configuration allows most users to accomplish their daily tasks. For those users wanting to get more from ManEx by leveraging the total solutions, this is one of the optional modules available for purchase. This module allows the user to create a new assembly number for a proposed or current customer, and identify each of the parts used in the assembly. To place an order or to learn more about this specific module or any of the other optional modules please contact us at http://manex.com\contactus.aspx
After activation, "Sales Quotation & Estimating" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.
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Customer
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The Customer database must be established for current and prospective customers in the Customer Information module. |
| Number System Setup |
If "AUTO" numbering is selected in the Number System screen for Inventory parts, the system will automatically assign the next part number in sequence (with no revision). If "MANUAL" numbering is selected in the Number System screen for Inventory parts, user will need to manually assign a part number and revision to the item added in the material 2 screen. ManEx suggests using the manual numbering if user would like to assign a revision to the internal part numbers |
| Class & Type |
The Inventory Class and Type must be setup in the Inventory Part Class Setup module. |
| Part Number in Item Master |
The part number must exist for the components for existing inventory in the Inventory Control module. |
| Supplier |
The current or prospective Supplier must be setup in the Supplier Information module.
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| Sales Types & Sales Price Itemization |
The Sales Type & Sales Price Itemization must be setup in Sales Type & Price Itemization module. |
| Supplier Line Card Info |
The Supplier Line Card Information must be setup in the Supplier Line Card Information module.
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| Part Manufacturer Setup |
The Part Manufacturer must be setup in the Part Manufuacturer Setup module.
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| Tools |
The Tools descriptions must be setup in the Tools Setup module. |
| Customer Quote |
The Customer Quote defaults must be setup in the Quote Defaults module.
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| Quote Setup |
The approvals required must be set up in the Quote Setup module.
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| Article ID: 1227 |
