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 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 Material/Part Source Module

The following screen will be displayed:

 

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.

When parts are purchased, they may have several different kinds of packaging. Some examples of the way parts may come are:
 

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 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 Material/Part Package Module

 

The following screen will be displayed:

 

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.

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.

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 Material/Unit of Measures

 

The followng screen will be displayed:

 

 

 

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 wnat to add to the table.  Unit Of Measure table is used in all materials related modules. 

To add, select the Add button from the main tool bar.  Enter a new Unit of Measure. Select the Save button from the main tool bar.    

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 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 Material/Unit of Measures Conversion

 

The followng screen will be displayed:

 

 

 

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 want to add to the table.  Unit Of Measure table is used in all materials related modules. 

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.

Deletion of a WHSE is only flagged as deleted but is still retained within the tables for history preservation and may be restored by depressing this button. .

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 Material/Warehouse Setup This setup screen is used to enter all the warehouses used in your company. This information is used when adding and editing the item master. When an item master record is created, the system will add by default the designated default warehouse. The default warehouse assignment is accomplished by checking the default box for the selected default warehouse.  Note:  ManEx does NOT recommend to change the default warehouse once you’ve assigned inventory parts to that default.

The following screen will appear:

To add a new warehouse, depress the Add button.  Enter your password.  Type the Warehouse abbreviation into the Warehouse window.  Type the Description pertaining to the warehouse into the Description window.  If this is the default warehouse, check the Default box.  (You may have only one default Warehouse, but MUST have at least one.)  If there is not default warehouse setup using will receive the following warning upon save:

 

Turn ON/Off for All Warehouses to Allow Auto Create Location at Receiving Box -If this box is UNCHECKED it will not “Allow Auto Create Location at Receiving” for all Warehouses listed in Warehouse setup.If this box is CHECKED it will “Allow Auto Create Location at Receiving” for all Warehouses listed in Warehouse setup.

Allow to Auto Create Location at Receiving Box -  checking this box will allow user to create a location a the PO level or PO receiving level for this warehouse. Unchecking the Auto Create disables that warehouse from being used on the fly. 

Remove location with this warehouse from the Inventory when qty on hand gets to zero Box -This will only be available if user checks the “Allow to Auto Create Location at Receiving” box.You would check this box if you want the Warehouse and location created at the Inventory level, PO level or PO Receiving level to be rendered inactive (made invisible in most screens) from that Inventory part once the inventory reaches “0”.   If the user de-kitted the work order, that same warehouse would be reactivated and product inserted.

Default Box – If none of the WHSE or Inventory AVL's are marked for Auto-location creation then the system will automatically assign the default whse upon creation of a brand new part number/avl.  If you have the auto-location creation option enabled for the WHSE and AVL then the system will leave the WHSE section blank for new parts, and allow users to create new locations from PO Receiving. 

Do Not Use in Auto-Kit – If this box is checked this warehouse will not be used in Auto-Kitting.

Add Default warehouse automatically upon saving a part whenever a new AVL is added to the part and no other warehouses are setup for the AVL -If this box is checked the system will add a warehouse within the Inventory module upon saving the record even if the Allow to Auto Create Location at Receiving box is checked.

If accounting is installed, depress the Inventory GL No field down arrow. The following GL Number account selection will appear: Depress the down arrow next to the Find By field. Choose between Account Type or Account Numbers. Depending upon your selection, either GL Types or Account Numbers will appear. Highlight the number of choice. Depress the Ok button. he account number will appear in the Inventory GL Number field.

 

WIP and MRB GL numbers MUST be unique.  The system will not allow GL numbers that have been used by other warehouses to be entered for WIP and/or MRB warehouses and other warehouse can not use the same GL numbers that are used by WIP and/or MRB warehouses.  If users trys to enter a GL number for a warehouse that is used for WIP or MRB or vis- versa the following message or a similar message will appear:

Depress the Save button. The following message will appear:

If you are totally satisfied with your selection, depress the OK button.

If there has been no activity in the Warehouse, the user may delete it. Highlight the warehouse. Depress the Delete button. (Note: You cannot delete a default warehouse. So, if you want to delete a default warehouse, you must create or assign the default status to another warehouse first.)  You will receive a message to confirm the deletion.  Depress the Yes button to confirm the deletion.

Where Used:  In all Materials, Production and WIP functions

«Mark as Completed in RoadMap in Sect. B Item 4-d»

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 Material/ABC Types Module This section is provided to setup ABC Code template table. This information is used in the item master during add or edit mode. ABC types are used when setting up part class and types, which in turn are used when adding an inventory part to the item master. ABC codes are used as an aid to manage inventory tracking. Traditionally, ABC codes are established to divide the inventory by value, and to guide in the cycle counting of inventory. First the value of all inventory in stock is added up and listed by part in order of the highest extended value first. Then, the top 80 % of the parts value would be classified as “A” items, and will probably consist of about 10-15% of the inventory part numbers. The next 15% of the value items would be classified as “B” items, and will be in the neighborhood of 20-40% of the part numbers. The last 5% of the value will be classified as “C” items, and represent at least 50% of the part numbers.   NOTE:  An ABC code needs to be specifically setup for Make parts, if Make parts are to be included in the cycle count. If an ABC code is setup for a buy part and that ABC code is assigned to a Make part the make part will not be included in the cycle count and vice versa.

The following screen will be displayed:

 If the "Calc ABC Codes" button is depressed, this button will use the information in the % value and LT> fields to determine which parts should have their ABC codes automatically adjusted. After the ABC codes are updated, those parts will be included with the appropriate group for cycle counting.

The ABC code identifies a part source for inventory parts. Because MANEX allows up to 26 ABC codes, it also provides for identifying if a part is a make or buy part. Click on the desired Part Source radial, either Buy or Make.

Enter the Dock to Stock days.  In MANEX, the ABC codes have a slightly different meaning.  In addition to identifying the most or least expensive part numbers, a Dock to Stock period may be included in each ABC code. Dock to Stock is the number of days a part is expected to take to be delivered to the stock room after the part is received on the user’s dock.

Also, for each ABC code, MANEX provides a cycle count tolerance, which, if exceeded, will result in reporting unfavorable results during cycle counting. These tolerances may be an absolute dollar value, or a percentage of the inventory being counted.  In the Cycle Count section, enter Cycle Count Days (NOTE:  This field MUST be populated with a number other than "0".  If "0" is entered these parts will NOT be included in the Cycle Count),  % of Value, Lead Time Greater than, and Cycle Count Tolerances: Dollar Amount and Percentage.

The user must either depress the Save  or Abandon changes button. 

Where Used: In all Part Type Setup, Inventory Item Master, Material Requirements Planning and Cycle Count functions.

«Mark as Completed in RoadMap in Sect. B Item 4-e»

To obtain the ABC Setup Reports, select the Print button from the ManEx action buttons at the top of the screen.

 

The following reports screen will display a list of reports that are available on the ManEx Desktop: 

Depress the OK button.

The following report is available:

For inventory parts, it is often useful to assign code to parts of the person responsible for buying the parts. This makes it easy for receiving to resolve any issues with incoming material, and it makes it easy to divide up the workloads in purchasing. Also, several reports are available which can be sorted by the buyer code. One valuable report is the order actions necessary to be taken as a result of running MRP. The buyers may have a list of only those parts affecting their own workload, and not be burdened with looking at all of the rest of the actions. Also, shortages may be better resolved with the inclusion of a buyer code for the part number.

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 Material/Inventory Buyer Setup Module This is the section to enter all the inventory buyers responsible for procuring materials. This is a requirement when adding to or editing the Item Master record. This information is used when setting up Part Class and Type .

The following screen will be displayed:

To add and Inventory Buyer, depress the Add button. Type in the Initial, type in the Buyer Name. Depress the Save or Abandon changes button. 

«Mark as Completed in RoadMap in Sect B Item 4-f»

Global Buyer Reassignment is a utility program that allows users to replace current inventory buyers of all items linked to a buyer to another buyer.  This is helpful when a buyer goes on vacation or leaves the company.  To reassign, depress the Global Buyer Reassignment button. 

The following message will appear:

 

Depress the down arrow next to the From field.  A list of existing buyers will appear.  Select the buyer to be changed.  Depress the down arrow next to the To field. Select the To buyer.  Depress the Done button.  All of the records (inventory part class/type setup, inventory, and purchase order) associated with the From buyer will update to the To buyer.

 

If the the "Done" button is depress with the From and To fields blank,  user will receive the following message:

 

 

User MUST depress the "DONE" button for the changes to be made to the records.

The inventory class and types are one of the most powerful parts of the ManEx system. These classifications allow the users to break up large inventories into groups and sub-groups. The smaller groups make it easier to locate an item, to view reports by classes, and easier to identify a part. In ManEx, it also guides users in the addition of new parts, insuring that there are common approaches to descriptions for common parts. ManEx even will allow for automatic part number generation, where the user has to only enter a description, after selecting a part class and type. Utilization of the class and types greatly simplifies the amount of information that must be contained in the description and part number for each part. The user must enter part classes for each part, but is not required to enter part types. However, without the part types established, the user is required to enter much more data when adding specific items to the item master.

Manex uses the Part Class and Type as an extension to the description of the part.  Therefore it will be displayed throughout the system  on screen and in reports as an extension of the description. 

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 Material/Inventory Part Class

The following screen will be displayed: 

 

To ADD a part class depress the Add button from the main tool bar. 



Enter in the Inventory Part Class, Description and Quality Spec information.   Depress the Save button from the main tool bar to Save, depress the Abandon Changes button from the main tool bar to abandon changes.  

 

To EDIT a part class highlight the part class that you want to make changes to, depress the Edit button from the main tool bar.

 

 

User may edit the Description or Quality Spec.  Depress the Save button from the main tool bar to save changes or depress the Abandon Changes button from the main tool bar to abandon changes.

  

To DELETE a part class highlight the part class that you want to delete, depress the Delete button from the main tool bar. User will receive the followin popup.

 

 

 «Mark as Completed in RoadMap in Sect. B Item 4-g»

The inventory class and types are one of the most powerful parts of the ManEx system. These classifications allow the users to break up large inventories into groups and sub-groups. The smaller groups make it easier to locate an item, to view reports by classes, and easier to identify a part. In ManEx, it also guides users in the addition of new parts, insuring that there are common approaches to descriptions for common parts. ManEx even will allow for automatic part number generation, where the user has to only enter a description, after selecting a part class and type. Utilization of the class and types greatly simplifies the amount of information that must be contained in the description and part number for each part. The user must enter part classes for each part, but is not required to enter part types. However, without the part types established, the user is required to enter much more data when adding specific items to the item master.

 

This gives the user the option to re-sort the order the part types are displayed in the pulldown when setting up parts in the Inventory Control Mgmt module. (See Article #4063   for further detail).

Also, for each part type, the user may define whether or not the parts in the type are to be tracked by lot number and/or date code, inspected at incoming or require certification.

Note:              The value of each of these terms may be in days, weeks or months.

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 Material/Inventory Part Type Setup Module

The following screen will be displayed:  The main screen, Part Class, lists the existing records.  Highlighting a part class will show the corresponding types linked to it on the right.  The second screen, Details, is where records are created. 

 

Re-Order - This gives the user the option to re-sort the order the part types are displayed in the pulldown when setting up parts in the Inventory Control Mgmt module.

 

 

 

First select the Part Class, the Part Types for this Class will be displayed on the right.  The Part Types may be re-sorted by clicking on the REORDER button, click on and drag the box on the left side of the part type desired to the (vertical) position desired. When completed with the re-order, click on the DONE button. This order will be the order displayed in the pull downs when using this list in other modules within the system. Suggestion: Have the one most used at the top of the list.

 

To add a new part type to a class you must first highlight the Part Class that you want to add the part type to, then enter the Details tab:

 

  

 

Depress the Add button from the main tool bar:

 

Select the Order Policy by depressing on the down arrow next to the field.  Enter in the Order Multiple, the Minimum Order Quantity, Re-Order point and Re-Order Quantity. Select the Certificate type by depressing the down arrow next to the field.  Select the Day of the Week or Day of the Month by depressing on the down arrow next to the field.  Select the Purchase, Kitting and Production Lead Times by entering the number in the appropriate box and depressing on the down arrow to select the Days, Weeks or Months. Type in the Pull In or Push Out days. Check the Lot Code box, if desired. If you select Lot/Date Code tracking, you’ll also be prompted for Auto Date for all Lots and for the product expiration days, as displayed below.

If the user wishes to edit or delete part type information, pressing the Edit  or Delete button from the main tool bar enables the user to choose a part type used in the class (assuming there is more than one) and edit or delete it.  (NOTE: Users will not be allowed to delete a part type which has active inventory or orders.)

After Adding, Editing or Deleting a part type, the user must save the data, by depressing the Save button from the main tool bar.

 

When saving a new part type the user will receive the following message to remind the user that once this record is saved the Lot/Date code tracking field can not be edited:

 

 

 

At this time the user can select "YES" to continue the save or "NO" to abort the save. 

 

 

Where Used:  In all Material functions.

 «Mark as Completed in RoadMap in Sect. B Item 4-g»

This section sets up the General Ledger account number defaults for items received or issued via the Manex Inventory Handling screen.  This is for adding to or subtracting the quantities in the Inventory Master without using a Purchase Order or a Sales Order.

Make sure that you do not use GL account #s that are associated to Warehouses within Warehouse Setup.

This section sets up the General Ledger account number defaults for items received or issued via the Manex Inventory Handling screen. This is for adding to or subtracting the quantities in the Inventory Master without using a Purchase Order or a Sales Order.

Determine the description of the inventory receiving or inventory issuing.  At data entry, the system will display the General Ledger account number and description for your selection.  Plan your selections using the worksheet.

Examples of Receiving could be Opening Inventory, receipt of free sample, etc.

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 Material/Inventory Handling GL Defaults Module

The following screen will be displayed:

To Add a record, depress the  Add button from the main tool bar, Enter in the description in the section and then select the general ledger number, from the list shown below:

Depress on the Down arrow next to the field until you reach the account.  Depress the Save button in the section.  The General Ledger Description will automatically fill in.

When finished depress the Save or Abandon changes button. 

The information entered here will be used in the Inventory Handling module.

This screen is to enter Inventory Receive Reasons in order to save the user from a lot of repetitive data entry.

The information entered here will be used in the Inventory Handling module.

Examples of Receiving reasons would be Opening Inventory, Material Received on Trial, etc.

Enter the reasons in the table.

The information entered here will be used in the Inventory Handling module.

This screen is to enter Inventory Transferring codes in order to save the user from a lot of repetitive data entry.

The information entered here will be used in the Inventory Handling module.

Examples of Transferring codes would be Special Projects, Prototype, etc.

Enter the reasons in the table.

This setup screen is used in the Engineering Change Order module. Check off the department(s) which must approve an Engineering Change.

Note:  The departments are set up in the Administration Department Setup .  The users within those departments are set up in the Security module. 

Manufacturer, Distributor, Rep. Etc.

When adding suppliers, it is convenient to identify the supplier by a type.  Examples of supplier types might be: Manufacturer, Distributor, Rep. Etc.

A supplier type must be entered prior to entering suppliers. The field length is 20 characters.

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 Material/Supplier Types Module

The following screen will be displayed:

To add additional Supplier Types depress the Add button.  Tye in the Supplier Type.

To delete an existing Supplier Type, highlight the Supplier Type you want to delete, and depress the Delete button.

Where Used:  Supplier types are used in the addition of suppliers, and in some reporting functions.

«Mark as Completed in RoadMap in Sect. B Item 4-k»

MANEX provides six classifications of vendor status: Preferred, Approved, Under Evaluation, Probation, Inactive and Disqualified. These Status types are permanently installed in the software, and MANEX has already provided a description for these classifications the same as the status. However, if the user wishes, the description of this status may be changed to suit the user. No action is necessary in the setup if the user is satisfied with the current defaults. 

MANEX provides six classifications of vendor status: Preferred, Approved, Under Evaluation, Probation, Inactive and Disqualified. These Status types are permanently installed in the software, and MANEX has already provided a description for these classifications the same as the status. However, if the user wishes, the description of this status may be changed to suit the user. No action is necessary in the setup if the user is satisfied with the current defaults. 

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 Material/Supplier Status Module

 

The following screen will be displayed:

 

 

To modify the description of a supplier status, click on the Edit button, and enter the new description.

When changes have been complete, depress the Save or Abandon changes button. 

Where Used:   Supplier status is used during the selection of suppliers for purchasing

«Mark as Completed in RoadMap in Section B Item 3-l»

In this section, the approval authority is established for purchase order approval for each user. The company has the option to declare whether one or two approvals are required in order for a purchase order to be approved. If the user chooses to have two approvals, then one of the approval-users must have final approval authority.  The company also has the option to declare whether they want approvals Based on the PO Value and approvals when there is date changes or note changes.  

This section also establishes a default percentage that is allowed over and above the purchase order line item quantity. If material is received that exceeds in quantity the ordered amount by this percentage, then the receiving department cannot receive the material until the order is modified by purchasing. This is a default percentage applied to each order as it is placed, but may be over-ridden at the time the order is created.

When a buyer generates a purchase order, it is created as a temporary order until it is approved. These orders will be created with a prefix to distinguish them as temporary until approved.  As a temporary order, the document cannot be printed, nor will the order be considered as supply for Material Requirements Planning considerations. When a purchase order undergoes a revision, changing schedules, quantities and/or pricing, the order returns to a temporary status until approved.   Note:  These changed orders are not changed back to a prefix. 

When a non-inventory item is being purchased, the user must indicate the General Ledger MRO receiving numbers, if Accounting is used.

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 Material/Purchase Setup Module

The following screen will be displayed:

Depress the Edit button. For Approvals Required, click on the desired radial for either One Approval or Two Approvals. Enter Default Overage % if applicable.  Click on desired radial for Approvals based on P.O. Value.  Click on desired radial if Approvals are required for Date or Note Changes.  Enter a Qty of Days beyond which early receipts are rejected if applicable.  If you want to Change AVL Upon receipt this box must be checked.  If you want to Use PO Dock Receiving this box must be checked.  If you want to Auto Apporve PO's when importing from XL this box must be checked.  If you want the system to Auto Assign New Change Order #'s upon Approval this box muxt be checked. If user wants to Allow partial schedule without receiving the reminder popup this box must be checked.  If you want to Print labels upon PO receipts in the BC (Bar Code Receiving module) this box must be checked. 

Depress the Add button to add additional MRO (Materials, Repairs and Other) Receiving GL Numbers, enter in the description, then select the appropriate General Ledger account number and description, by clicking on the down arrow next to the field, as follows:

When finished, the user must depress the Save or Abandon changes button. 

Purchase Order Authorization

On this screen, the user establishes the procurement authority levels for individuals.

 

To add a new user, click on the Add button and select a user from the Name pulldown field. Then enter the dollar amount authorized for either or both (Inventory and/or MRO) Approval and Final OK. If the company chooses only one approval, it must be in the Final column.

Each user may have different authority levels for different kinds of purchases. Additionally, the user may have different amounts authorized, depending on whether they are the first approval or the final approval. For example, a buyer may have authority to do a final approval for $1000, but must also approve P.O.s up to $10,000 before the person with final authority will authorize the P.O.

 

Setup for Auto-PO when generating from MRP action list

 

In order to create an automatic PO within the MRP action list, the system has to figure out unit cost.  Within this screen the user can select multiple methods ordered by their preference, from selecting items on the left and entering them on the right.  The system will try to find the price based on the first method in the selected list (on the right) and if the system cannot find any price information it will proceed with the next method (on the right) until price is found.  If not found system will assign "Manual Entry" and leave it at zero as a default.  The price source can be changed and the price can be overwritten in the screen which creates POs from the MRP action list.

 

 

Where Used:  Approvals are required on all purchase orders in order to place and receive material. General Ledger Account selection for all MRO purchases. 

«Mark as Completed in RoadMap in Section B Item 3-m»

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 Material/First Article Disposition Module

The following screen will be displayed:

To add a new record, depress the Add button and type in description.

Depress the Save  or Abandon changes button. 

You may Edit or Delete existing records, also.

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 Material/Inspection Exception Setup Module

The following screen will be displayed:

To add a new record, depress the Add button and type in description.

Depress the Save or Abandon changes button. 

You may Edit or Delete existing records, also.

Throughout the operation, there will be instances where material has been rejected in the course of business. Examples of these places are Purchasing Receiving, Kit Preparation, Material Shortages, Shipping, etc. It is useful to have a common terminology to choose from, and avoid development of similar nomenclature that mean the same thing. To aid in focusing terms for reason codes, this setup area is established to be used whenever material is rejected. The available number of reasons for rejection is unlimited, but the user must have at least one entered in order to reject material in operations.

Throughout the operation, there will be instances where material has been rejected in the course of business. Examples of these places are Purchasing Receiving, Kit Preparation, Material Shortages, Shipping, etc. It is useful to have a common terminology to choose from, and avoid development of similar nomenclature that mean the same thing. To aid in focusing terms for reason codes, this setup area is established to be used whenever material is rejected. The available number of reasons for rejection is unlimited, but the user must have at least one entered in order to reject material in operations.

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 Material/Return/Shortage Reasons Module

The following screen will be displayed:

To Add a reason, depress on the Add button and enter the reason in the highlighted field.

To Delete a reason, highlight the reason you would like to delete, and depress the Delete button. 

Where Used:  Used by Purchase Receiving, Kit Preparation & Audit and Material Shortage Management.

«Mark as Completed in RoadMap in Section B Item 3-p»

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 Material/Kit Default Setup Module

The following screen will be displayed:

Depress the Edit key and then select your choice.

When finished making selections, depress the Save or Abandon changes button.

This screen is used to setup what the user wants to see when using MRP. 

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 Material/MRP Default Setup Module

The following screen will be displayed:

 

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 Material/Material Risk Code Setup Module

The following screen will be displayed:

To add a new record, depress the Add button and type in a code.  This is to inform the users which items are Low Risk or High Risk (can not be cancelled or returned).

Depress the Save or Abandon  changes button. 

You may Delete existing records, also.

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 Material/Material Type Setup Module

The following screen will be displayed:

Depress the Edit action button.

This will allow you to change the Inventory Material Type to "Automatic" or "Manual" Based on AVL Material Type.

If the user chooses the MANUAL option,  there will be a pull down next to the Material Type field at the top of the Quantity Info screen within the Inventory Control Mgmt module, listing all the Inventory Material Types available:

User may highlight the Material Type they wish to be assigned to this Inventory part regardless of the material types of the AVLs.  Each time an AVL is added, edited or deleted, the user will receive the following popup reminder:

If the user chooses the AUTOMATIC option user must also setup the Logic by clicking on the Radial next to "ALL" "INC" or "NOT".  Reminder:  Make sure you do not setup duplicate logics for different material types.

EXAMPLE:

Setup Logic for a new Inventory MT (Mixed).  Go to the AVL Material Types;  Check - LF-Date and RoHS-Date as INC, Check - all other AVL MT as NOT    (For more MT Logic Setup Examples see attached document)

Find an existing Inventory Part # 101-0001621 with different AVL MT and Inventory MT as UNK 

Edit record and change all AVL MT to either LF-Date or RoHS-Date and the Inventory MT will update to Mixed per the Mixed Logic in System Setup (Shown above)

and Inventory MT will update automatically, with existing AVL MT's  

User may also sort the Inventory Material Type in order of priority in which the logic is checked.  By depressing the Reorder button as shown in the screen below;

 

 

Re-order by using the arrows on the left side of the Inventory Material Types

 

 

Depress the Done button when re-order is complete.

 

If Inventory Material Type is set to Automatic user will receive the following message:

 

 

If Inventory Material Type is set to Manual user will receive the following message:

 

 

 

    

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 Material/Material Type Setup Module

Select the Add button from the main tool bar to add a new Inventory Material type or select the Edit button for the main tool bar to edit an Inventory Material Type, then depress the Save record action button to save changes or depress the Abandon changes action button to abandon changes.

If Inventory Material Type is set to Automatic user will receive the following message:

 

Select the "Add" button from the main tool bar to add a new AVL Material type or select the "Edit" button for the main tool bar to edit an AVL Material Type, then depress the Save record action button to save changes or depress the Abandon changes action button to abandon changes.

 

If Inventory Material Type is set to Automatic user will receive the following message:

 

 

If Inventory Material Type is set to Manual user will receive the following message:

 

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 Material/Material Type Setup Module

The following screen will be displayed:

Go to either the "Inventory Material Type Setup" tab or the "AVL Material Type Setup" tab  

Depress Yes to continue or No to abandon changes.

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 Material/Clauses Setup Module This setup screen will allow you to enter Templates Clauses that can be applied to Inventory Parts, Purchase Orders and/or Items on the PO.

The following screen will be displayed: