The ManEx program is designed to minimize the user’s keystrokes when entering data.  By careful consideration of strategies for system control, the user may arrive at the point where ManEx can automatically assign numbers to a variety of functions.

The following numbering systems are established in this setup:

 

If the user wishes to start the number sequence for a number type at a number other than the one shown, the user types in the new starting number.  The user must NOT enter a number below a number already existing.

If "Auto" numbering is chosen, the user will need to enter the starting number in the space provided on the right side of the form (starting number.)  If no starting number is entered, the system will automatically start assigning numbers with number one.  ManEx will automatically assign the next available sequential number (with no revision) when adding a new record in a selected module, user may at this time enter a revision if applicable.   Once the "Next" number is selected, the counter moves to the succeeding number, if the abandon changes button is depress that number will be considered as used and will be skipped even though the record was never saved.  

If "Manual" mode is chosen, the user will need to maintain a manual numbering sequence log and manually enter the number when adding a new record in a selected module.  It is not necessary to fill in the starting number field when using manual mode.  In the manual mode, the user may combine alpha and numeric characters up to the length of the field.

If the user wishes to begin with manual assignment of tracking numbers, it is recommended that they begin with an alpha character imbedded in the numbers. When the user decides to change to automatic number assignment, there will be no possibility of duplicate numbers, because all of the auto-numbering systems use numbers only.  It may be appropriate for the user to enter the last number used in a manual system as the starting number for auto-numbering in the ManEx setup.

Customer ID Numbers

As the user adds customers to the database, it is useful to have a customer code assigned to each customer.  In many systems, the user is required to remember the customer code in order to process information concerning the customer. In such a system, mnemonic code is usually assigned so the user can remember the customer code. In ManEx, the customer code may be used to find a customer, but every screen requiring a customer identification code will display at least the customer’s full name to choose from, and often the code also. The ManEx user does not need to customize the customer codes, but can let ManEx automatically apply a new number for each new customer.

Inventory Part Number

As discussed in the Materials Setup section, ManEx provides users with the ability to automatically assign part numbers to new items being added to the inventory item master. Utilization of this numbering system relieves the user of the chore of having to maintain a separate logbook of assigned numbers. The user has the option of assigning a prefix to the number based on part type information established in the materials setup section. In most instances, the user may easily find an inventory item without having to remember the number, because ManEx provides several ways to locate a part – by customer, by class and type, by description, by where used, etc.

Sales Quote Numbers

If the user is in the quotation module, the creation of a new quotation will require a control number before saving the quotation. The user may have ManEx assign these numbers, releasing the user from having to maintain a separate log, or the user may assign numbers at the time of the quote generation.

Sales Order Numbers

When a sales order is created, there must be a control number assigned before the order is saved. The user may have ManEx assign these numbers, releasing the user from having to maintain a separate log, or the user may assign numbers each time a new sales order is entered.

Work Order Number

When a work order is created, there must be a control number assigned before the order is saved. The user may have ManEx assign these numbers, releasing the user from having to maintain a separate log, or the user may assign numbers each time a new work order is entered. Also, if the user elects to have ManEx automatically create work orders from sales orders, the numbering system for work orders MUST be automatic.

Packing List Numbers

When the shipping department is ready to make a shipment, they must create a packing list to go with the shipment, and to record in ManEx the details of the shipment. These too, must have a control number assigned at the time the packing list is created. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Invoice Numbers

Invoices are created after the shipment has been completed and delivered to a carrier or customer. When the user assigned to printing invoices is ready to do so, the invoices must have a control number assigned to them. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Credit Memo Numbers

Credit memos are created in accounting or via an RMA Receiver, and also require control numbers. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Order Configuration Part Number

Order configuration is set up in the ManEx Sales section’s Order Configuration module. The numbering selection for Order Configuration can be either automatic or manual.If automatic, the user is spared from maintaining a manual log.

Supplier ID Numbers

As the user adds suppliers to the database, it is useful to have a supplier code assigned to each supplier. In many systems, the user is required to remember the supplier or vendor code in order to process information concerning the vendor.  In such a system, mnemonic code is usually assigned so the user can remember the vendor code.  In ManEx, the supplier code may be used to find a vendor, but every screen requiring a supplier identification code will display at least the supplier’s full name to choose from, and often the code also.  So the ManEx user does not need to customize the supplier codes, but can let ManEx automatically apply a new number for each new supplier.

Purchase Order Numbers

Tracking numbers are vital to purchase orders, as they are the legal binding of the user to the supplier for the delivery and payment of goods. These numbers may be assigned manually, as many users do. However, the reasons for assigning them manually is usually associated with the ability to group purchasing actions by buyer or commodity. In ManEx, the user may use a wide variety of selections to view procurement information. The user may view the orders by buyer code, by class code, by part types, by require actions, and more. Because of the ease of extracting data about the purchase orders, it is recommended that the user utilize the auto-numbering system to track order numbers. The auto-numbering obviates the need for separate log books for each buyer, and trying to find the book when the buyer is not available.

PO Receiver Number

Each time a shipment is received against a purchase order, it is assigned a tracking number to identify the specific receipt against the order, and to reconcile the accounts payable. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Discrepant Material Return Numbers

Discrepant Material Return Numbers track shipments when items previously purchased are returned to the supplier.  The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Discrepant Material Return Packing List Numbers

Debit Memo Numbers

Debit memos against a Supplier’s invoice are created in accounting or via a DMR return shipment, and also require control numbers. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Corrective Action Request Numbers

If the user is using the CAR module, whenever the user issues a corrective action request, the ManEx program requires the assignment of a tracking number in order to report on the progress and resolution of the findings. The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Calibration Numbers

Calibration numbers are used to assign control numbers to specific equipment and tooling. If the user is using the Calibration and Maintenance module, these control numbers are provided to identify equipment and tooling that need regular maintenance or calibration. In a manual mode, the user may choose to use asset numbers (if available). Otherwise, ManEx can automatically assign numbers to each piece of equipment or tooling as it is entered into the ManEx database. (The user may wish to use these numbers as asset numbers for their equipment).

ECO Numbers

If the user has the Engineering Change Order module, whenever the user ADDs and Saves a new ECO, the ManEx program requires the assignment of a tracking and control number.  The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Project Numbers

If the user has a system which tracks project numbers, when the user sets up a NEW Project, there is a requirement of a new unique number.The user may do this manually, or the user may have ManEx assign these numbers, releasing the user from having to maintain a separate log.

Enter the System Setup/General Setup/Number System

If "Manual" mode is chosen, the user will need to maintain a manual numbering sequence log and manually enter the number when adding a new record in a selected module.  It is not necessary to fill in the starting number field when using manual mode.  In the manual mode, the user may combine alpha and numeric characters up to the length of the field.

If the user wishes to begin with manual assignment of tracking numbers, it is recommended that they begin with an alpha character imbedded in the numbers. When the user decides to change to automatic number assignment, there will be no possibility of duplicate numbers, because all of the auto-numbering systems use numbers only.  It may be appropriate for the user to enter the last number used in a manual system as the starting number for auto-numbering in the ManEx setup.

Where Used:  All activities that issue control numbers.

 WORK DAYS

This section is to tell the system how many standard work days are available each week (exclusive of holidays) for all functioning operations. All computations for deliveries, action dates and resource availability are based on this information. The user simply indicates YES if the weekday is to be a regularly scheduled workday.

CALENDAR DATE RANGES

This section is to provide beginning and ending dates for generating a ManEx production calendar.  This calendar will be used throughout the ManEx system.  Date ranges chosen create files with which to associate activities. The larger the date range, the bigger the file record, and this will influence slightly the response time when ManEx is in the process of determining projected dates. As an absolute minimum, the range should exceed all open sales orders, work orders and purchase orders. The last calendar date should be at least two years from the current calendar year.  It may take several minutes for the ManEx system to setup calendar date ranges when entered in the system.

COMPANY HOLIDAYS

This information is used by the system to disregard holidays when scheduling deliveries and action items. If the user enters NO holidays, then every day identified as a weekly workday will be assumed as available for scheduling actions.

The user can enter the holiday for one or multiple years in advance.If the user enters holidays for one year at a time, then be sure to update the holiday list well in advance of the longest lead-times or future scheduling will not consider holidays. Enter the day the holiday that is observed not the actual holiday date. (For example, if July 4^th occurred on Sunday, but the operations were to be closed on Monday, then the date entered should be July 5^th, to account for the absence of resources available to do the work.  On the attached file provided below enter the name of the holiday, two-digit month, two-digit day and four-digit year.

Enter System setup/General Setup/Admin/Production Calendar Module

The following screen wiil appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

WORK DAYS

The user determines which weekdays will be considered as available for resources, and clicks on the YES button. If a weekday will not be available, click on the NO button.

CALENDAR DATE RANGES

The user enters the first and last calendar dates for the system, in the format MM/DD/YYYY (for example 04/01/1999)

Selecting a specific holiday and pressing the DELETE button will delete an already scheduled holiday.

Note:  User should go through and add ALL Holidays for the next year using the buttons in the lower right hand corner before depressing  the Overall Save button at the top of the screen.  When the overall Save button is depressed it prompts the system to go through and re-calculate the calendar setting system wide.

 

This screen is used to establish the different administrative departments within the company. 

The ManEx System will use this information as a means for traceability.  Do not use this screen for entering Production Department or Work Centers.  Production departments are set up in the Production Work Centers & Activities setup.  This information is used when setting up user access level in the System Security setup, and for tracking expenses against a department.

The user may enter as many departments as desired.

Enter System Setup/General Setup/Adminstrative Departments Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Where Used: When assigning non-production users to an administrative department, and in establishing accounts for the departments.

«Mark as Completed in RoadMap Section B Item 1-c»

User MUST have full rights to the "System Setup"  in System Security .  Users with “Supervisor Rights” will automatically have access. 

This is where the user sets up Payment Terms (used in Customer Information, Sales Order, Quotation, Invoicing, Supplier Information, Purchase Order and Accounts Payable). The description is a free text field to describe the payment terms as the user wishes to see it, i.e.: 2% 10 Days, N30 etc. This is provided for the user to select payment terms based on the description.

Enter System Setup/General Setup/Payment Terms

The following screen will appear:

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the left of the screen for the user to enter new data.

Selecting an existing Payment Term and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Payment Term and pressing the Delete button will remove the selected information.

The user enters in the Description, standard days, discount (as a percent) and discount days.

Where Used:  In the Customer Setup, Sales Orders, Packing Lists,

Invoicing, Supplier Setup, and Accounting.

«Mark as Completed in RoadMap Section B Item 1-e»

This is where the user must enter all sales tax information. The tax ID, Tax Authority description, and rates for various city, county, state, province, etc. are entered. This information is used in Customer Shipping Information and Material Receiving Location default tables. This default setting assigned to each shipping address for each customer will be entered in orders automatically when a new order is added, if the Tax Box is checked. The tax ID is also associated with the user’s Bill-to / Ship to address for purchases, and added to taxable items on a purchase order. The default information in the invoice and purchase order can be modified during the entry process for a new order. This section may not apply to states that do not have local or state sales tax or states with manufacturing local & state sales exemption.

The user may also define the GL accounts to be used for taxes in this section, if the accounting module is active.

Enter the System Setup/General Setup/Sales Tax Authority Table Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password.  That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Tax ID and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Tax ID and pressing the Delete button will remove the selected information.

The user enters in the Tax ID, Description, Rate, the GL Liability Account and the GL Asset Account. Pressing on the down-arrow keys will display the GL account numbers, if the user is using the accounting module.

The user must Save or Abandon changes when finished adding or editing screen.

Where Used: In the Customer Setup, Sales Orders, Packing Lists, Invoicing, Purchase Setup Receiving and Billing Information, and Accounting.

«Mark as Completed in RoadMap Section B Item 1-f»

Enter the System Setup/General Setup/Sales Tax Authority Table Module

The following screen will appear:

Depress the Foreign Tax tab

 

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password.  That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Tax ID and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Tax ID and pressing the Delete button will remove the selected information.

«Mark as Completed in RoadMap Section B Item 1-f»

The foot note section is used to set up standard system level messages that will print on the foot note section of the various type of forms. Whenever any of the forms listed are printed, the setup message will automatically appear on the foot note section of the form.  Enter messages in the space provided.  Sample verbiage provided is for reference only, and is not intended to be a suggestion for the user to adopt for their own use.

The foot note section is used to set up standard system level messages that will print on the foot note section of the various type of forms listed below.  Whenever any of the forms listed below are printed, the setup message will automatically appear on the foot note section of the form.  Enter messages in the space provided.  Sample verbiage provided is for reference only, and is not intended to be a suggestion for the user to adopt for their own use.

Enter System Setup/General Setup/Standard Footnotes Module

The following screen will appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

This will allow the user to click on the tabs for the documents displayed. The user may enter text in each of these screens, but the text will be limited to the amount of space reserved on each of the documents for such notes.

The user must Save or Abandon changes after entering the Edit mode.

Where Used:  In ALL documents named on the screen.

«Mark as Completed in RoadMap Section B Item 1-g»

ManEx does not provide training on the use of Crystal Reports software.  It is not our product.  To arrange for training, call Seagate Software at 1-800-877-2340.

If you do not have anyone on your staff who can do the reports and you want an outside designer, there are independent software consultants who do this type of work.  In the Silicon Valley area, one of these consultants is Wisdom Technology. The number is 408-997-7165.  The contact’s name is Bob Shatzer.

ManEx can provide you or your designer with the database information for the reports you are trying to create. We will charge you phone support hours your company purchased for the time we spend.

1. Crystal Reports must NOT be designed using "live" MANEX DBFS tables. Data will be corrupted in MANEX if any of the tables used for the design are accessed and changed while the design is in progress.  To use Crystal Report Designer, create a copy of the DBFS and use the copy to design the report. 

3. However, when using Crystal Report Designer or running a pre-existing Crystal Report, the user's workstation should be using   "absolute"   NOT    "relative"   paths to the DBFS files in use     (ie. X:\Manex\DBFS\xyz.dbf   NOT   \\Manex\DBFS\xyz.dbf),   where “X” is the   absolute    drive letter. Therefore, workstations setup with shortcuts to MANEX using relative addressing (for security reasons*) shouldn't be used to run Crystal Reports.

* Normally MANEX suggests that users use the MANEX shortcuts with relative addressing (not mapped to the server) to keep users from accessing the MANEX Server files in Windows Explorer.

4. If you accidentally corrupt the MANEX DBFS files using Crystal Report Designer or relative addressing, get all users off of MANEX and reindex TWICE.  The first time clears the incorrect End of File table and the second time writes a corrected index.

So in conclusion, as long as you don't design on the live database and you use "absolute" mapping to the server, using Crystal Reports to look at the live data after the report is designed should not be a problem.

Enter System Setup/General Setup/User Defined Reports Setup Module

The following screen will appear:

 

To add a new report, depress the Add button.
Select the appropriate section from the pull down.
Select the appropriate department/screen from the pull down.
Enter the path for the file source.  Or to browse, depress the button to the right.
A browse window will appear: Select the Directory by depressing the down arrow next to the Look In: field. Select the file name.  Depress the OK button.
Enter in the report title.
Enter the Description.
Depress the Save button.  Now you can continue to add more reports or exit this screen.

 

When you visit the applicable module, the report you created will appear in the Reports Selection window, as illustrated:

 

 

If the following error appears when attempting to access the Custom Report.  Make sure that the ODBC for Crystal Reports is setup correctly.  For further detail see Article #3012 .

PRECAUTIONS WHEN USING CRYSTAL REPORTS AND CRYSTAL REPORT DESIGNER WITH THE MANEX DATABASE

3. However, when using Crystal Report Designer or running a pre-existing Crystal Report, the user's workstation should be using "absolute" not "relative" paths to the DBFS files in use (ie. X:\Manex\DBFS\xyz.dbf NOT \\Manex\DBFS\xyz.dbf).  Therefore, workstations setup with shortcuts to ManEx using relative addressing (for security reasons*) shouldn't be used to run Crystal Reports.

* Normally ManEx suggests that users use the ManEx shortcuts with relative addressing (not mapped to the server) to keep users from accessing the ManEx Server files in Windows Explorer.

We are in the early stages of developing a wireless mobile interface to ManEx.  This will allow users to access ManEx remotely from a Pocket PC through Terminal Services.  Although it will work on any of the latest Pocket PCs, if the PDA is also a Bar-Code Scanner users will be able to quickly and simply enter and check information in ManEx.

Initially, the sections we plan to integrate into the mobile ManEx module are:

Inventory Receiving
Physical Inventory
Cycle Counting
Material Handling
Shipping

For a standard Pocket PC we have selected the Dell Axim X51 with WiFi.  For an integrated bar-code scanner, we will have tested the Symbol MC9060.  Any Pocket PC with Windows 2003+ and TS emulator should work, but we will complete our development and tests on these two devices.

We are also finalizing the bar-code (BC) receiving process and are considering implementing the AIAG standard in the BC codes.  I have confirmed with some vendors that they already meet this standard.  This will make the receiving process much easier and faster.  If you are aware of any of your suppliers who do not and cannot use this standard, please let us know (as this may impact how we proceed). 

For those who have never heard of this standard, it is simply placing a predefined character (or characters) in front of the provided data (i.e. K0000000012 = PO 0000000012, and Q6000 = Qty 6000).  The attached file provides more of the standard characters and their meaning.  Although it is more involved than the attached file, we are not likely to use much more than this.

As this effort will require some time, we want to ensure we are developing to meet our customers’ needs.  Please take a moment to consider the desirability and usefulness of this upgrade and let us know if any of the sections are not needed, or if any need to be added.

This section is to establish different types of sales reps, and it is required in order to use the Sales Rep Information setup.  Some examples are: Inside Sales, Outside Sales, Independent Rep, etc.

This feature will allow the user to analyze data based on the type of representatives entered here.   The user also may select the Commission Type, either a stated dollar amount or a Percentage of the Sale.

This feature will allow the user to analyze data based on the type of representatives entered here.   The user also may select the Commission Type, either a stated dollar amount or a Percentage of the Sale.

Enter System Setup/Sales/Sales Rep Types Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing Sales Rep Type and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Sales Rep Type and pressing the Delete button will remove the selected information.

Where Used:  In the Sales Rep setup screen.

«Mark as Completed in RoadMap Section B Item 2-a»

This screen is used to assign geographical sales territories and is used in the Customer Information Module.  Some examples are: San Jose, Chicago, Northeast, Southwest, USA, Canada, etc.

The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations.

This screen is used to assign geographical sales territories and is used in the Customer Information Module.  Some examples are: San Jose, Chicago, Northeast, Southwest, USA, Canada, etc.

The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations.

Enter System Setup/Sales/Sales Territory Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing Sales Territory and pressing the Delete button will remove the selected information.

Where Used:I n the Sales Rep setup screen and the Customer Information screen.

«Mark as Completed in RoadMap Section B Item 2-b»

Use this screen to setup the different Industrial codes that pertain to the user’s customers.  The SIC codes are nation-wide standard industrial codes given to each industry type.  In some cases, the user may wish to deal with multiple industries.  This is also useful for the user who wants to track business conditions by the type of businesses served.

Use this screen to setup the different Industrial codes that pertain to the user’s customers.  The SIC codes are nation-wide standard industrial codes given to each industry type.  In some cases, the user may wish to deal with multiple industries.  This is also useful for the user who wants to track business conditions by the type of businesses served.

Enter System Setup/Sales/SIC Codes Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing SIC code and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing SIC code and pressing the Delete button will remove the selected information.

Where Used:  In the Customer Setup.

«Mark as Completed in RoadMap Section B Item 2-c»

This section is to prepare information to be used in the Sales Price List module in the Sales main menu.   The Sales Type portion is used when adding Sales Orders.  The Sales Price Itemization List is used in the Sales Price List Information and Customer Quote modules.

The user may define a sales type, to be used to associate the revenues, and related costs with a specific market sector and general ledger account (assuming the accounting module is installed).

The user may also customize the itemization used in the pricing module by establishing different categories for collecting pricing information details. For example, the user may wish to break out the pricing for materials, for labor, for engineering costs, for out-sourcing, and anything else imaginable.

In the pricing module, each unit can itemize it up to seven categories for breaking down the unit price. In the setup, as many different pricing categories may be set up as desired. These price categories will NOT show on any printed information that is available to the user’s customer.

System Setup/Sales/Sales Type & Price Itemization

The following screen will appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

Then the user may address either the Sales Type or Price Itemization List.

The user may Add, Edit or Delete a Sales Type by pressing the appropriate buttons. This will activate the data entry boxes for addition or modification of data. However, the user is cautioned to not remove sales types that have already been assigned to orders.  To select the Revenue GL Number and the accompanying Cost GL Number, depress on the down arrows next to the appropriate field, as illustrated below:

Select GL Type form the drop down list.
Then, select the Account Number.

The user may Add, Edit or Delete a Price Itemization by pressing the appropriate buttons. This will activate the data entry boxes for addition or modification of data.

«Mark as Completed in RoadMap Section B Item 2-d»

In this set up screen, the user enters customer’s discount terms and applicable percentages which will be used at the time of Sales Order data entry.  This data could be used for discount coupons, promotional discount, quantity discounts and wholesale discounts, etc.

The description is a free form field.

The percent field is for the applicable discount percentage.

System Setup/Sales/Sales Order Defaults & Sales Discount Type Module

 

The following screen will appear:

 

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password.  That action will enable the screen.

The user must Save or Abandon changes after modifying the screen.

This is where the user determines whether they want to set printing or not as a default for completing Invoices and Packing Lists.  This function is provided so that the user will have the option to defer printing of packing lists or invocies at the time of the transaction, but want to post the shipping and invoice information in the Manex database for proper record keeping.

The MANEX system will update the packing list and invoice records even if the user does not print the packing list or invoice.  The system will maintain the records for history information and management reports.

 

Packing List  

Print/Post	Select if user would like to print packing list before posting
Post Only	Select if user would like to post the packing list upon saving
Use Preprinted Form	Select if user is using a preprinted form when printing packing lists
Use Laser Form, fill in number of copies to print	Select if user is using a laser for when printing packing lists.  Enter in the number of copies to print

 

If you want the "Show Packing List with 0 Invoice Amount" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  

If user wants to include open orders in credit approvals for shipping they must check this box.  To exclude, leave the box unchecked.

If you want the "Print using Customer Part Number" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  

 

 

 

 

 

 

Hold for Credit Limit Overview

If the user has elected “Enforce Credit Limit at Shipment” feature in AR-AP Acct Default Setup, the following message will appear if a non-supervisor attempts to ship:

Depress the OK button and try to add the Packing List with a Supervisor’s password. The Supervisor will receive the following warning:

Enter System Setup/Sales/Print Packing List/Invoice Module

 

The following screen will appear:

 

To modify this screen, the user must click on the Edit button and supply the password.  That action will enable the screen.

The user clicks on the button desired to either print or not print when completing packing lists and invoices.  If you are using Laser Forms, you may enter the number of copies and the Description to be printed on each copy.

The user must Save or Abandon changes after modifying the screen.

 Where Used: In the Packing Lists and Invoicing.

«Mark as Completed in RoadMap Section B Item 2-f»

FOB (Freight On Board) defines the point of ownership of the product as it is transferred from one business to another. If the FOB is Origin, it usually means that the customer pays for freight and insurance from the seller’s dock, and assumes ownership at the time the product leaves the seller’s dock. FOB Destination would usually mean the seller is responsible for the product until it is accepted at the buyer’s dock.

FOB types are used in the Customer Shipping Information, Order Management, Packing List, Purchase Order Receiving, and Purchase Order.

FOB (Freight On Board) defines the point of ownership of the product as it is transferred from one business to another. If the FOB is Origin, it usually means that the customer pays for freight and insurance from the seller’s dock, and assumes ownership at the time the product leaves the seller’s dock. FOB Destination would usually mean the seller is responsible for the product until it is accepted at the buyer’s dock.

FOB types are used in the Customer Shipping Information, Order Management, Packing List, Purchase Order Receiving, and Purchase Order.

Enter System Setup/Sales/FOB Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing FOB and pressing the Delete button will remove the selected information.

«Mark as Completed in RoadMap Section B Item 2g»

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

Some examples are: Company Truck, Federal Express, Airborne, UPS, etc.  This field is used in Customer Shipping Information, Sales/Work Order Management, Packing List, Purchase Receiving Information, and Purchase Order.  Once the pick-up or delivery time is entered, this information is used in the sales order and scheduling to inform users the time of day the goods must be ready for shipment.  MANEX recommends that the user add a buffer of about 30 minutes to an hour for pick up time to insure that the goods will be ready on time.  It is not necessary to enter the pick up or delivery time for a company truck since the company may make multiple deliveries in one day. 

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

Enter System Setup/Sales/Ship Via Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password.  That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Ship Via and pressing the Edit will populate the data entry boxes at the bottom of the screen and allow a change.

Selecting an existing Ship Via and pressing the Delete button will remove the selected information.

This section is to set up the types of shipping charges assessed the customer.  This data is used in the Customer and Packing List Modules.  Types of shipping charges could be Standard, No Charge, Overnight, Premium, etc.

This information is also used for the User’s own Receiving Tax and Shipping mode as entered in Purchasing setup.

This section is to set up the types of shipping charges assessed the customer.  This data is used in the Customer and Packing List Modules.  Types of shipping charges could be Standard, No Charge, Overnight, Premium, etc.

This information is also used for the User’s own Receiving Tax and Shipping mode as entered in Purchasing setup.

Enter System Setup/Sales/Ship Charge Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Ship Charge and pressing the Delete button will remove the selected information.

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Over/Under Shipment Management

OVER SHIPMENT-DEDUCT FROM: Next Shipment Date: If the user wants over shipment quantities to be deducted from the next scheduled delivery for the same sale order and product.

OVER SHIPMENT DEDUCT FROM: Last Shipment Date: If the user wants the over shipment amount to be deducted from the last scheduled delivery for the same sales order and product.

UNDER SHIPMENT: Leave Balance in Scheduled Date: If the user wants to leave the back order quantity at the originally scheduled delivery date for the product on the same sales order.

UNDER SHIPMENT: Add Balance To Next Ship Date: If the user wants to add the remaining back order to the next scheduled delivery date for the product on the same sales order.

Sales Order Schedule Delivery Management

When the user enters a new order, the system will default delivery due dates to a certain number of days from the date of the entry. The number of days is defined by the job type and the numbers in this setup screen.

STANDARD:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY1:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY2:  the number of days beyond the current date that MANEX will default a new sales order due date

DELIVERY SCHEDULE TRANSIT DAYS: enter the number of days the user wants deducted from sales order delivery date, to account for freight delivery and to establish the dock shipment date.

Enter System Setup/Sales/Delivery Schedule Module

The following screen will appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

This will allow the user to click on the radial desired for over and under shipments. The days may be entered into the data entry boxes for the default due dates and ship dates for sales order.

The user must Save or Abandon changes after modifying screen.

Where Used:  In Sales Orders, Packing Lists and Invoicing.

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The Quote Defaults setup screen is used to quote the other/miscellaneous description prices on assemblies.  These descriptions are used in the Customer Quotation module in the Sales section.  Types of descriptions could be Tooling, Non Recurring Expense, Burden, etc.

The Quote Defaults setup screen is used to quote the other/miscellaneous description prices on assemblies.  These descriptions are used in the Customer Quotation module in the Sales section.  Types of descriptions could be Tooling, Non Recurring Expense, Burden, etc.

Enter System Setup/Sales/Quote Defaults Module

The following screen will appear:

To Add a Customer Quote Default, depress the Add button. Enter your password. Type in the desired description for Other or Miscellaneous descriptions to be used in the Customer Quote module.

To Edit a Customer Quote Default, depress the Edit button.  Highlight the description to be changed.  Type in the desired changes.

To Delete a Customer Quote Default, depress the Delete button  .Highlight the description to be deleted.

The user must Save or Abandon changes after modifying the screen.

This setup screen is used in the Customer Quote modules in ManEx Sales section. 

This setup screen is used in the Customer Quote modules in ManEx Sales section. 

Enter System Setup/Sales/Quote Setup Module

The following screen will appear:

To modify the quote setup screen, depress the Edit button.  Check off the department(s) which must approve a Customer Quote by clicking in the Approval Required box.

The user must Save or Abandon changes after modifying the screen.

The user may create as many work centers as necessary to define the production activities that occur within the operation.

Within a work center, the user may establish additional definitions, called Activities. These activities may be set up separately from the work centers, and then used as needed within individual work centers. The activities may be assigned their own hourly charge rate.

And within an Activity, there is yet another classification called sub-activities, which have activity costs associated with them. These activity costs are established in the Activity Cost & Volume Type setup.

This section covers the production setup to be used in all production related modules. Please take time to think about how you want to use these tables for best production management.  Some sample data is provided with this setup as a guideline.  These tables are used in various modules throughout the system.

The production application module setup section allows you to prepare tables for specific production related modules your company has purchased.  Once setup in the system, you will be able to use these tables and/or perform certain functions automatically.  These tables are completed by preparing worksheet tables and/or setting certain switches.

Work Center Shift Setups may be established for use in capacity planning. Your work shift setup is a factor in your capacity. The more work hours you have the higher your capacity.  Each work shift has a starting and ending time (entered in 24-hour format). The user may enter as many shifts as may be needed to describe the availability of resources. Shifts may overlap, and be any duration. Provision for multiple breaks and lunches are made for long shifts. 

Enter System Setup/Production/Work Shift Setup

The following screen will appear:

The user may Add new or Edit and Delete existing shifts.

The user must either Save or Abaondon to close the screen.

Where Used:  In the job routing functions for a product.

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This module is essential if you are using Activity Based Cost (ABC) methodology for managing the production floor.   The information entered here forwards to Production Work Center/Activity Setup.  Then both setups are used in the MANEX Capacity Planning module. 

Activity Costing and Activity Volume Type Description setup is a requirement only if your company is employing Activity Based Cost (ABC) methodology for managing the production floor. The Activity Costing and Activity Volume Type Descriptions are used in Production Work Center/Activity setup to assign Activity Costs and Activity Volume Types to a production Work Center/Activity.  The Activity Volume Type Description is a pre-requisite for Production Work Centers & Activities / Activity Setup & Run tab.

Your company should become knowledgeable about the principles of ABC prior to using Activity Costing and Activity Volume Type Descriptions.Activity Cost and Volume types allow the users to define the costs and capacity for individual activities within a work center.  It is used in the capacity planning module to determine available and required capacities.    It is also used to assign costs of operation.  For example, there may be several machines that can do the same job in a work center.  However, one may have a higher operating cost, but also greater capacity.  Both machines can be displayed as a resource.  The selection of the machine is performed in the routing and capacity modules.

Enter System Setup/Production/Activity Costing & Setup Type Setup

The following screen will appear:

To ADD new descriptions to these tables, click on the Edit button. The Reorder, Add, Delete buttons will become available under each column.  Depress the Add button, enter the description.  When complete depress the Save or Cancel button under the table. 

To DELETE existing descriptions to these tables, click on the Edit button.  The Reorder, Add, Delete buttons will become available uder each column.  Highlight the description you want to delete, depress the Delete button.  When complete depress the Save or Cancel button under the table. 

to REORDER descriptions to these tables, click ont he Edit button.  The Reorder, Add, Delete buttons will become available under each column.  Depress the REORDER button, then click and drag the activities to the desired order. When completed depress the Save or Cancel button uder the table.

Package configuration setup is provided so that the user may define a machine’s Units Per Hour.  This definition can then be accessed in the Production Work Centers & Activities setup/Activities Setup & Run tab.

Enter System Setup/Production/Package Configuration Module

The following screen will appear:

To ADD a record, depress the Add button, type in the Package Configuration and description.

To EDIT a record, depress the Edit button,  edit the Package Configuration and/or description.

To DELETE a record, highlight the Package Configuration and description you wish to delete, depress the Delete button.

Where Used:  In the Production Work Center/Activity Setup.

Assign work center to workstations (button)

Defect Code Entry In-Line Mode, the system will check to see if the serial number is currently in the Work Center which was set up here.  If not, a special supervisor’s password is required to transfer the serial number FROM a different Work Center.  After the supervisor password is entered, the system will use the new Work Center to be the default FROM Work Center until the user closes the screen.  The next time the user opens the screen, the default FROM Work Center will be changed back to the one defined in Systems Setup.

 

The information set up in this screen will be used in Capacity Planning & Dynamic Scheduling modules.

Setup Type List

The Setup Type description is input into a previous screen “Activity Costing & Setup Type Setup/Activity Setup Type Description”.  

Component Package Configuration List

The Component Package Configuration is set up in a prior screen. See Setup Package Configuration.

Use of Run and Setup Times in the Production Schedule Setup module is optional unless either Job Costing or Capacity Planning Modules are in use.

 

The following screen will appear:   For the highlighted Work Center, enter in the Hourly Charge Rate.

To add a Work Shift, highlight the Work Center, then depress the "Add Work Shift"   button.    The following popup screen will appear to select from.  The work shifts listed on the popup screen have been setup in the Work Shift Setup module.   Highlight the work shift(s) and depress the "OK" button.

To Assign Work Center to Workstations In this screen, highlight the name of the Work Center. Depress the button at the bottom of the screen "Assign work center to workstations",  the following assignment screen appears: 

 

To enter a new assignment, depress the Add button.  When setting up a workstation user must enter the Full computer name in the Workstation Name field and the Computer description in the Workstation Description field.  See Example below.

 

Depress the Activity tab.   The user may add Work Center Activities by selecting the Add button from the main tool bar.

To add an activity ID and related description, choose the applicable work center from the drop down menu:
Enter the Act ID, Activity Description.    Note:  The system does NOT allow you to generate the same Activity ID in different Work Centers.   Click on the Cap Totaling box to elect calculating capacity. Save changes or Abandon Changes.

To attach a Cost Rate to an activity, click on the Edit button, then on the Add button (bottom of screen) in the Activity Costing Section.

To attach a Cost Rate to an activity, click on the Edit button, then on the Add button (bottom of screen) in the Activity Costing Section.

Select the activity from the pull down:  (The activity costing descriptions are defaulted in from the Activity Costing & Setup Type Setup module)  Highlight the activity to which the Cost Rate will be attached. Enter in the Cost/hr rate. Save changes or Abandon Changes.

 

Once the Activity ID and Description, Cap Totaling election and hourly charge rate have been entered, depress the Activity Setup & Run tab.

 

Depress the Edit button.  For the Setup Type Description section.  Depress the  Add button (on screen).

Select the Setup Type Description from the pull down:  (These are defaulted in from the Activity Costing & Setup Type Setup module). Enter the time in hours and minutes. Depress the Save button (on screen).

 

	This button allows the user to enter instructions for setting up the Setup Type.
	This button allows the user to load a photo for an instruction. The photo file should be in the ManEx directory, and should be BMP or TIF format.

For Component Package Configuration, depress the Add button (on screen)

Select the Component Package Configuration from the pull down menu: (The Component Package Configuration(s) are defaulted in from the Package Configuration module). Enter in the Volume per hour, and then the yield factor %. Volume is the number of units per hour. This may be boards per hour, units per hour, connections per hour, etc. The Yield factor affects the volume such that lower yield means it will take longer to make the same number of good parts.For example, if the standard volume is 100 parts per hour, and the total yield is 80%, then the effective yield would be 80 parts per hour. Depress the Save button (on screen).

Once all changes are complete depress Save or Abandon changes.

Where Used:  In all Shop Floor related Activities.

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These types are established to be available during time and attendance tracking in production. Please refer to the Time & Attendance Management module.  If the user chooses to track an employee’s time, the time may be associated with attendance or a specific job (Work Order). Attendance is in for the day and out at the end of the day, like a time clock. Job (Work Order) logging is when an employee begins work on a work order (product) or finishes working on a work order. When the employee visits the screen for job (Work Order) logging, they are prompted to define whether they are logging in for attendance, defined as “Time Clock” or job defined as “Job (Work Order) In Or Out”.

Enter System Setup/Prduction/Time & Attendance Types Module This section is provided to add additional ways for logging and keeping track of time spent by employees on each work order. Enter various different time tracking modes in this section.

The following screen will appear:

The ADD, EDIT, and DELETE buttons are available.

The user adds a type by clicking on the ADD button and entering the type in the entry field box. Time and Attendance Types indicate how the hours are to be collected. (In the future, General Ledger Numbers will be associated with each type listed.)  Therefore, each type of job (Work Order) logging will collect charges accordingly.

If you check the Pay box, that means the company will pay for that type.  For example, an unexcused absence would NOT be checked, but Jury Duty might be checked if it is the company policy to pay for jury duty.

Overtime hours are established for determining overtime pay if the timeclock function is used without shift data per person.  Hours entered in excess of X hours per day or week would be counted as overtime.

User Work Shift - user will check this radial if they want this as a work shift.

Shift Tolerance allows users to consider a line at the timeclock  .If an employee logs in a few minutes early, or late, the system will log them in at the beginning of their shift.

Where Used:  In all job logging functions for a product’s work orders.

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There are a number of functions within MANEX that the user may establish as default conditions during operations. Each function relating to this setup screen is described in the Fields & Definitions article.

Interval for Refreshing Shop Floor

When the user is in the Shop Floor module, and has information displayed on the screen (for example, the wip status of a work order). The user then leaves the screen up and alone to do another task (say breaks for lunch). Then the data represented by the screen may actually undergo changes by other employees. If the user does not use the screen in the meantime, when they return from their alternate task, the information on the screen would be incorrect (because someone else moved material). ManEx performs a periodic update (refresh) to Shop Floor screens when the user has information displayed on the screen, but has not performed any functions in the meantime. The period of the refresh rate is initially set to every two and a half minutes by ManEx. So, if the user has a work order tracking screen displayed with a work order showing wip, and does not perform any transaction for 2-1/2 minutes, ManEx will automatically update the information on the screen. This timing is initially set at 2-1/2 minutes, but the user may change this period in this setup. However, the trade-off for shorter periods is increased network traffic, and setting too many workstations to be refreshed every few seconds will seriously impact the server’s ability to deliver data.

Whenever a product is moved from one work center to another, the user has the option to print a move ticket (like a traveler) for each transaction. This move ticket may be printed and accompany the material to the next work center, identifying the work order, product date, work center, etc. The user may choose to turn this feature off by selecting the “Printer OFF” button in the setup. If the printer is turned on (“Printer ON”), then a sheet with the details will be printed for every product movement.

FGI Label Printing Defaults

Whenever a product is moved from one work center to the Work Center called FGI (Finished Goods Inventory), the user has the option to print a move ticket (like a traveler) for each transaction. This move ticket may be printed and accompany the material to finished goods, identifying the work order, product date, work center, etc. The user may choose to turn this feature off by selecting the “Printer OFF” button in the setup. If the printer is turned on (“Printer ON”), then a sheet with the details will be printed for every product movement.

Print Work Instructions on Move Tickets

If the user chooses to print move tickets, then they may also choose whether or not work instructions and work order notes are included in the printing.

If the user wishes to move material by the panel, sheet or roll, they may select “Default to PANEL” as the method of tracking quantities. This requires the user to define in the product definition the number of products contained in a panel/sheet/roll. Then, if this method is chosen, the user moves panels and ManEx keeps track of the number of units. If the user chooses to identify material movement by quantity of product, then the “Default to Quantity” button should be selected.

Bar Code Tracking

If the user is tracking serial numbers through the production process, and is using the ManEx bar code tracking module, then they have the option of defining a default method for picking up the bar-coded serial numbers. One option is to scan one serial number at a time, and collect those serial numbers for processing a transaction. Another option is to enter the beginning and ending serial number of a series of serial numbers and allow ManEx to fill in all of the serial numbers in between for processing a transaction. The third option is for the user to manually enter the quantity of boards to be moved. If the boards are serialized, then a list of serial numbers is presented to the user from which to select the serial numbers being moved with the quantity of parts.  The user has the option to change any of these defaults at the time of entry.  Please refer to the Shop Floor Tracking Management manual.  The ManEx Manufacturing System Software has bar code scan and print capability which is designed primarily for transfer of products in Shop Floor Tracking and input of inspection data by serial number and defect code.

Installation:  Bar Code Shop Floor Tracking is an OPTIONAL module; it is NOT a part of the Core ManEx MES modules.

·         Upon purchase of this module, ManEx will send a soft-key to activate the module

·         If Bar Coding of Serial Numbers is desired, the Serial Number tracking must be setup in Shop Floor Tracking Defaults . 

Specification:

·         ManEx uses the Microsoft Truetype BC C39 Narrow Font.  See Article #1225  for the installation procedure.

·         Use of a Y-Type keyboard-emulation scanner is supported by ManEx.  The scanner output goes into ManEx via the keyboard-input cable.  Bar code fields may be scanned or manually entered with the scanner installed.

·         Most scanners require ¼” of white space surrounding the bar code.  Laser and inkjet printed labels must have adequate resolution, contrast and clarity to print barcodes that are readable.

·         ManEx recognizes a bar code by an asterisk (*) at the beginning and end of the bar coded field.

Serial Number Tracking Method

Enter System Setup/Production/Shop Floor Tracking Defaults Module

The following screen will appear:

When the user has completed the changes they must press the Save or Abandon button, before exiting.

Where Used:  In all shop floor functions for a product’s work orders.

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In this setup, the user defines the method to be used by ManEx to determine the capacities and scheduling in the Capacity Planning module.

The default, “Run & Setup Time” will calculate the resources and costs associated with those entered in the work center setups and activities for the product. The costs will be based on the work center rates, and the capacity on the product routing information.

The Activities Drivers option may be used in conjunction with the Job Planning module, and will calculate the costs and durations based on parameters entered by the users in the planning module.Normally, the Run & Setup time option is used.However, once the system has an active capacity planning module in place, the user may use Activities Drivers to schedule priorities in the Dynamic Scheduling Module.

No change is required in this setup unless the user is going to make extensive use of the job planning module.

Note:  In order to add Times in Routing, the Run and Setup Time MUST be selected in this module. 

Enter System Setup/Production/Production Scheduling Method Module

The following screen will appear:

The user may click on the Edit button to change the defaults.

The user must Save or Abandon changes after entering the Edit Mode.

Where Used: In all shop floor functions defining labor costs, and for Capacity Planning Modules.

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In Shop Floor Tracking, the ability to record the results of quality inspections is available to the user. These records usually contain information about the lot or work order being inspected, the quantity of parts viewed, the quantity of parts rejected and the number and types of defects observed in the process. In the ManEx Quality Defect Setup, the user has the opportunity to define these defects, and to shape the manner in which they are used.

Entry Mode:  The results of inspection may be entered in ManEx in two basic ways:  1, in Batch Mode; and 2, using In-Line processing.  Batch mode allows the user to perform the inspection on a batch or lot of materials, and enter the observations at a later time. In this mode, the user does not automatically forward the product to the next workstation, but merely inspects it and allows production personnel to move the material.   Using the In-Line mode is like inserting an inspection step at the end of a work center, viewing the parts one at a time, and passing or failing the part. If the part passes, it is moved by ManEx to the next work center, and the user has only to physically move the parts to the next workstation. The ManEx WIP tracking automatically moves the part to the next work center. Parts which fail the inspection may stay in their current work center, be moved to another (rework) work center, or passed on to the following work center, at the option and discretion of the operator.

Rework Cost By:  The Cost of Quality may be determined in one of two possible ways: 1, by defining a specific cost to each defect code; and 2, by manual entry of the actual rework time as determined by the inspector during inspection. In this setup area, the user selects whether to track the costs by Defect Cost (assigned to each defect code), or Manually (by entering the rework time as defects are determined).

Work Center Inspection:  The user has the option of viewing defects based on the product routing (Product Routing), or to view all defects (Maximum Routing).   The Maximum Routing will show ALL defect codes in inspection, the Product Routing will only display those that have been related to a work center in which the inspection is taking place.  However, the user can still opt to see the max (ALL) defects within the Defect Entry screen.    

The Maximum NPF No box, no problems found, is provided for the user to record when observing the product.   If, in the Defect Entry  screen, the serial number had previously been rejected, and analysis of the product yield no further problem, either with cosmetics or function, then the user may change this number to 1, meaning the first time it was inspected or tested, no problem was found. If the product serial number is subsequently rejected again, and a second inspection finds a problem, the number may be incremented to a “2”. This will alert users to repeated rejections of a product serial number, one or more times with no discernable defects. If the number of times that a part has experienced an NPF (no problems found) exceeds that established here in the system setup, the user will not be allowed to go further.

“Maximum number of inspections/WC” Box:  This field is for serial number use only.  The user may define how many times a given serial number can pass through a given Work Center.  If the user selects the “Skip Serial Number” field, this max number will be come invisible.  In the Defect Entry screen, once the pass number of a serial number exceeds the max number as set up here, a supervisor or special rights password is needed to continue.  Please refer to the Implementation – Security

Enter System Setup/Production/Quality Defect Codes Module

The following screen will appear:

The user initiates a new defect code by clicking on the Add button.   Note:  When creating a new Defect Code you will want the Defect Code descriptive as possible because this is what appears in the Pareto Chart in the SQC module information.      NOTE:  The  "Defect Code" field is NOT editable once it has been saved.

To associate a Work Center with a defect code, depress the Edit button and place the cursor in the ID Work Center window, as illustrated   Select the Work Center.

 

Depress the Edit button and work centers assigned to or deleted from the defect code.  All fields are editable except for the "Defect Code" field. 

 

When all changes have been completed, the user must Save or Abandon changes. 

User may ONLY delete a Defect Code if it has not been used in the SQC module. This info needs to be retained for history/reporting purposes. If the defect code has been used in the SQC module user will receive the following warning when trying to delete the defect code. 

 

Where Used:  In all Statistical Quality Control tracking operations and reporting.

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If the user is utilizing the CAR (Corrective Action Reporting) module, then the types of corrective actions may be grouped into specific categories in relation to the nature of the problems. For example, one problem type might be Customer Originated corrective actions. Another might be actions required of a Supplier. Another might be directed toward Engineering or Quality departments, or any company function. Another consideration may be to organize the problem types by the target of the action, like a work order or process.

If the user is utilizing the CAR (Corrective Action Reporting) module, then the types of corrective actions may be grouped into specific categories in relation to the nature of the problems. For example, one problem type might be Customer Originated corrective actions. Another might be actions required of a Supplier. Another might be directed toward Engineering or Quality departments, or any company function. Another consideration may be to organize the problem types by the target of the action, like a work order or process.

Once these problem types are defined, they may be placed in order by clicking on and dragging the box to the left of the type to the (vertical) position desired.

Enter System Setup/Production/CAR Problem Types Module

The following screen will appear:

To Add CAR Problem types, depress the Add button, and enter the type in the text box at the bottom of the list.

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This Corrective Action Reporting number type refers to the number of the document that resulted in the corrective action. While the Corrective Action Reporting itself has a number assigned to it, there is usually another document that originates the corrective action. This document may be an RMA (Returned Material Authorization) report from the customer (e.g.  RMA # 0112), and the Corrective Action Reporting Number type would be “RMA Number”. The source document may be a DMR (Discrepant Material Return) originated by production inspection or incoming inspection. The Corrective Action Reporting number type would be “DMR Number” to describe the number identified in the Corrective Action Reporting report. The number type is used solely to identify the source of the numbered document referred to in the Corrective Action Reporting.

Enter System Setup/Production/CAR Number Types Module

The following screen will appear:

To add CAR Number types, depress the Add button, and enter the type in the text box at the bottom of the list.

Where Used:  In all Corrective Action activities.

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Enter System Setup/Production/Tools Setup Module

The following screen will appear:

This screen is used to create a button which will appear in the Shop Floor Tracking module.  The button will direct the program to a user written program which is used to print labels for serialization.

The system automatically enters the screen name as Shop Floor Tracking.  Then the user types in the Button Caption and the name and path of the executable file.

Enter System Setup/Production/Outside Program Calls Setup Module

The following screen will appear:

 

The user must Save or Abandon changes after entering the Edit mode.

 

 

If the user Saves the changes.  A button will be created in Shop Floor Tracking with the Button Caption name entered in the Setup screen:

 

When user depresses this button, the following screen will appear and they will need to enter a serial number, the program will then gather all the part number, work order information into a text file, and the user defined program will use the text file to print the label.

 

 

Where Used:   Shop Floor Tracking module.

This section covers the system setups required to use Materials and Inventory related modules.  These setups are fundamental to Inventory Control Management, Inventory Handling and Materials Requirements Planning.  They affect everything from data entry and conversion of existing (legacy) part numbering systems to the layout of the Stockroom.  It is absolutely essential to review all aspects of these Materials setups prior to beginning data entry, because once entered, many setup fields cannot be backed out without  Manex's assistance. 

Data Entry

MANEX System Setups and Defaults are designed to minimize the user’s keystrokes when entering actual data. Careful choice of a scheme for item master numbering of products and parts will allow MANEX to automatically create item master part numbers and enter default data when the user selects Class and Type and enters a Description.

Conversion of Legacy Product and Part Number System

The first decision to be made prior to System Setup is whether to try to use your existing product and part numbers in Manex.  Because Manex item numbering is significantly different than most legacy numbering systems, this decision is best made after you understand Manex's numbering system structure, options and functionality. 

·         Manex uses Classes (similar to Commodity Codes)  to "classify" all Items entered in the Item Master.  Each Class is further broken down into Types.  All screens and printouts of Items (Products and Parts) show the Class and Type for each Item; therefore it is not necessary to include Class and Type information in the Description field for an item.

·         An "intelligent" prefix (3 digit numeric suggested) is usually assigned as an identifier of a particular Type of part under a particular Class which allows grouping of like items for:

1.       Automatic entry of Default (common) information during data entry of items in the Item Master.

2.       Prevention of double-assignment of part numbers to items already having numbers.

3.       Rapid searches for existing part numbers in the database.

4.       Organized viewing of items in screen displays and reports

5.       Ease of assignment for planning, purchasing and inventory management.

6.       Simplifying receiving, stocking, locating and kitting.

7.       Maintenance of standard costing by commodity.

8.       Assignment of Buyers by commodity.

·         Using Autonumbering of the "root" or main part of a part or product number creates a unique identifier for each number which:

1.       Is never reused, once it has been assigned to prevent two different items from having the same part number.

2.       Becomes a unique identifier to provide an audit trail of any and all transactions and changes.

3.       Has no significance other than unique identification to allow assignment without encoding.

4.       Should be all-numeric for ease in finding, sorting and arranging items.

5.       Should be at least 5 digits to allow for a minimum of 99,999 part numbers to be assigned.

·         Manex suggests that you use your customers' product numbers as Manex product numbers in order to:

1.       Allow transferring open Sales Orders and Work Orders into Manex with the least amount of confusion.

2.       Retain established numbers for customer recognition on Sales Orders, Packing Lists and Invoices.

3.       Minimize the need for reprinting of labels, travelers, serial plates and pcb artwork.

4.       Provide a link between the old Bills of Material and the new ones.

·         Legacy Part numbering systems that have been maintained manually usually cannot be imported directly into Manex because they:

1.       Contain duplicate part number assignments, use the same part number root more than once and are not uniform in structure.

2.       Use item descriptions with non-standard nomenclature, sequence, separators, abbreviations and data.

3.       Have Manufacturer's data such as part number, name and/or specifications imbedded in the part number, prefix or description.

4.       Use Customer part numbers instead of internally created numbers.  These numbers can create confusion when created by one customer but used for another customer.

5.       Were not under Engineering Change Control to insure correct assignment or change of Revision Level.

6.       Have different versions or revisions all with the same part number.  A new Manex part number should be assigned for each item that differs in form, fit or function.

Stockroom Layout

The simplest layout for a stockroom is in part number sequence.  To make this work, Prefixes must be systematically assigned to each Item Class and Type.  This type of layout:

·         Eliminates the need for assignment, data entry and maintenance of aisle, row and shelf location codes for every item.

·         Allows expansion for added items without re-entry of location codes.  Expansion may be achieved by just shifting everything down, using empty or expansion spaces.

·         Simplifies Cycle Counting and Physical Inventories by having only one location for each part number.

·         Concentrates all of the same parts and all like items together for uniformity of storage of similar packaging.

The materials application module setup section allows you to prepare tables for specific material related modules your company has purchased.  Once setup in the system, you will be able to use these tables and or perform certain functions automatically.  Sample data is provided as a guideline in preparing the Pre-Installation Work Sheets.  These Sample setups are not necessarily the only ways to setup Manex Materials, but they have been compiled as the result of many successful Manex installations and may save you many hours of "re-inventing the wheel".  This section will first explain each of the Material Setup screens, then describe how to fill out the work sheets, and finally, how to enter the data into the MANEX system.

Part source table contains the following items:

Enter System Setup/Material/Part Source Module

The following screen will appear:

 

The Part Source screen is presented so that the user may rearrange the order of the presentation of the sources. If the user most frequently uses consigned parts, then the CONSG tab should be at the top of the list, probably followed by MAKE parts, etc.

«Mark as Completed in RoadMap Section B Item 4-a»

The user may identify these packaging properties in the item master descriptions for parts so that the rest of the company will know what to expect in the way of storage and handling when the parts arrive and must be stored or issued to production. The package descriptions entered may be up to 15 characters long.

The user may identify these packaging properties in the item master descriptions for parts so that the rest of the company will know what to expect in the way of storage and handling when the parts arrive and must be stored or issued to production. The package descriptions entered may be up to 15 characters long.

Enter System Setup/Material/Part Package Module

 

The following screen will appear:

 

This field is to specify the kind of package the part must be in so the parts can be used in certain specific kind of machine, processing, handling, etc.  This is particularly helpful if a part can be packaged so the automatic machine can accept them directly.  This information is used in all materials modules including Material Requirements Planning and Purchasing.  Part package examples are: Reel, Tube, Tray, Bulk, etc.

«Mark as Completed in RoadMap Section B Item 4-b»

When parts or assemblies are stored in the storeroom, or used in Bills of Materials, the unit of measure must be defined. It is important to know if a particular wire is stored in inventory, if it is 100 inches, 100 feet, 100 yards, etc. This definition is required so that when items are counted and removed from stock inventory, it is clear what the quantity numbers represent. Other examples might be ounces, pounds, quarts, gallons, pints, milliliters, liters, etc.

It is also possible to purchase material in different units of measure than the material is accounted for in stock inventory and bills of materials. For example, wire might be purchased in feet, yards or miles, but because of the way that it is used in manufacturing, is probably stored and issued in inches. All units of measure, for both stock inventory and purchasing, are to be entered in this screen, if not already available. Once a unit of measure is entered in this screen, it can never be removed as the value of any purchases and inventory depends on having a unit of measure associated with it.

Manex is provided with a number of units of measures. The length of the unit of measure field is 4 characters.

« Purchasing units of measure, if different than the stocking units of measure, must have a conversion factor entered in order for MANEX Material Requirements Planning and Purchasing modules to correctly interpret the amount of material required. Identifying the purchasing unit and the stocking unit and a factor between the two does this. For example, 1 foot = 12 inches, and 12 is the conversion factor.

Enter System Setup/Material/Unit of Measure & Conversion Module

 

The followng screen will appear:

 

 

 

Data in this table is already entered in the basic system. Therefore, it is not necessary for the user to enter any information here, but the user may have some specific requirements that they may add to the table.  Unit Of Measure table is used in all materials related modules. 

To add, depress the Add button.  A "Unit" window will appear. 

ManEx users may identify an unlimited number of warehouses in which to store materials. If the user wishes, it is possible to establish a wide variety of warehouses for special needs. If the user is involved with much consigned activity, it is possible to set up a warehouse for each customer and their material. A warehouse might be set up as a secure location for very high value material, with additional physical security precautions to access this area.

ManEx users may identify an unlimited number of warehouses in which to store materials. If the user wishes, it is possible to establish a wide variety of warehouses for special needs. If the user is involved with much consigned activity, it is possible to set up a warehouse for each customer and their material. A warehouse might be set up as a secure location for very high value material, with additional physical security precautions to access this area.

For those users who want to separate the Finished Goods from the Raw Materials Inventory, be sure to include a Finished Goods Warehouse.  

The MRB (Materials Review Board) Warehouse is required for the DMR (Discrepant Material Return) module.  

One warehouse must be selected as the default warehouse.  This is normally Main1 Warehouse.