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 selected, 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 the Auto mode is unchecked the system will require user to manually assign the numbers.  "Manual" mode is where 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 SQLSYSSETTING.EXE (within the ManEx root directory)   This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Number System

The following screen will be displayed;

To modify this screen, the user must click on the Edit action button and supply the password.  That action will enable the screen, and the user then can select which option to apply.  For Auto numbering user MUST check the box by clicking on the radio/box.  Unchecking the radio/box will indicate Manual numbering.  

 

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 selected, 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 the Auto mode is unchecked the system will require user to manually assign the numbers.  "Manual" mode is where 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 mode of tracking numbers, it is recommended that they begin with an alpha character imbedded in the numbers.  When the user decides to change to Auto number mode, 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.

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

 

"Mark as Completed RoadMap Section B Item 1-a" 

Where Used:  All activities that issue control numbers.

Enter SQLSYSSETTING.EXE   (within the ManEx root directory)   This action will then prompt the user for a password
The following screen will be displayed,  enter the General Setup/Admin/Production Calendar Module

The following screen wiil be displayed:

This screen determines which weekdays will be considered as available for resources for the Administrative and/or Production.  User may check the box if the day should be considered or is available or leave it unchecked of the day should NOT be considered or will NOT be available.



 

The user may Add, Edit or Delete holidays by using the action buttons. 

To ADD a holiday user must click on the ADD action button and supply the password.  That action will enable the Holiday Information fields.




Enter the Holiday Name, if the Hoilday is the same date every year (Fixed Date Holiday)  and NOT based on the same day of the year, user would enter in the date of the holiday and the Month of the holiday.  Select to "Repeat Every Year"  or  "Selected Year Only".  Select the Starting Year and Ending Year.  Check if the Company is to Observe the Holiday being entered.  Once all this has been completed depress the "Save" changes or "Abandon Changes" action button. 

If changes have been saved the "Generate Holiday Dates" button will become available.  Depress the "Generate Holiday Dates" button and the Holiday dates will be created as displayed below:




If the Holiday is the same day of the year so the date fluctuates then the user would select a day of the week fron the pull down, select the Occurrence of the Day in the month (such as First, Second, Third, Fourth, or Last) and enter the Month the Holiday is in. 

Select to "Repeat Every Year"  or  "Selected Year Only".  Select the Starting Year and Ending Year.  Check if the Company is to Observe the Holiday being entered.  Once all this has been completed depress the "Save" changes or "Abandon Changes" action button. 

If changes have been saved the "Generate Holiday Dates" button will become available.  Depress the "Generate Holiday Dates"  and holiday dates will be created as displayed below:




To EDIT Holiday Information

 

Highlight the holiday you want to edit, depress the Edit button and the Holiday information will become editable

 

 

Once user has made the changes, depress the Save action button and depress the "Generate Holiday Dates" button to refresh the screen with the changes.


To DELETE a Holiday 

Highlight the holiday you want to remove or delete (Example July 4th)



Depress the Delete action button the following message will be displayed:

 

Depress Yes to Continue (notice that the Holiday (July 4th) has been removed from the Company Holiday List screen to the right but has NOT been removed from the Holiday Dates screen to the left)



User MUST depress the "Generate Holiday Dates"  to refresh the Holiday Dates screen.  Once this button has been depressed the (July 4th) dates will be removed from this screen also, as displayed below.

Highlight the Holiday List Report and depress the OK button, the following screen will appear:

Depress the OK button.

The following report is available:

 

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.  The Administrative Department is only used in  System Security to assign user to either "work center" or "department"

The user may enter as many departments as desired.

Enter SQLSYSSETTING.EXE  (within the ManEx root directory)   This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Adminstrative Departments Module

The following screen will be displayed:

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 SQLSYSSETTING.EXE    (within the ManEx root directory)   This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Payment Terms

The following screen will be displayed:

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 SQLSYSSETTING.EXE  (within the ManEx root directory)   This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Sales Tax Authority Table Module

The following screen will be displayed:

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 SQLSYSSETTING.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Sales Tax Authority Table Module

The following screen will be displayed:

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 the SQLSYSSETTING.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/Standard Footnotes Module

The following screen will be displayed:

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.

This module will allow each end workstation the ability to view(desktop only) any custom Crystal Report that has been compiled in .rpt format and loaded into the "User Defined Report Setup" screen.  ManEx includes the Crystal Reports viewer so custom reports created in Crystal Reports can be controlled and distributed through the software, WITHOUT having to have any Crystal Report software loaded on that machine. 

For Manexcloud custom reports users can create custom Quick View reports. See article here. Article 5816 For full report options on Manexcloud you can use Stimulsoft software  Once setup you can configure to work with SQLManex Configure Stimulsoft To Work With SQL Data

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 the SQLSYSSETTING.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter the General Setup/User Defined Reports Setup Module

The following screen will be displayed:

 

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
The File Source will be defaulted in:.
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:

 

 

 

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.