Optional Prerequisites for Entering a New PURCHASING

Purchase Order Items

Item	The purchase order item number of an item being purchased.
Part Number	The part number of the item being purchased.  NOTE:  User has the option to drill down to view the inventory record info for a part by double clicking on the part number.
Rev	The revision of the part number being purchased.
Description	The Description of the part number.
Order Qty	The quantity of parts being ordered.   See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.
Balance	The un-received balance of the item.
Price	The agreed upon price for the items being ordered.
Extension	The extension of the price and quantity.
Tax	Indicates whether or not the item is taxable.
	This will allow user to cancel an individual item on a PO.  Since the system does not allow you to delete a line item that has had any kind of transaction, we needed a way for users to cancel individual line items without having to cancel the entire order within the system.  If any parts have been accepted, it cannot be cancelled. Once a part has any receipts the user cannot delete the line, so if they reject the total received qty they can cancel the line to prevent it from affecting the PO, or PO history for the other line items.  If they do not want to reject the entire qty then their only option is to reduce the balance qty to the accepted qty.  Cancelled line items will be excluded from the Purchase Order reports within the module.
Total Purchases	The total amount of all items on the purchase order (excluding taxes).
Total Tax	The total tax amount of all items on the purchase order.

	Depressing this button will display the complete history of all changes made to this order with the exception of checking or unchecking the Freight Included box. It will list the CO # (if applicable), Date/Time of Change, By User, PO Total at time of change, and List of Changes recorded.  NOTE:  The system will record the fact that notes have been changed (PO Note, POItem Note, PO Foot Notes)(only if an approval is required which is setup in the System Setup/Material/Purchase Setup module), but will not record the differences between them.  This will be the users responsibility to record and track the modifications within the note fields.
	If this button is displayed in Red related documents have been attached to this item in the ICM module and may be viewed by depressing the "View Inventory Item Related Documentation" button.  For further detail see Article #2396.
	Depressing this button will bring up a screen listing clauses from the Clause Setup module and you may select the desired clause(s) you would like added at the PO level.  Any Clause(s) added will be listed as an attachment to the normal PO and this button will be displayed in RED.  By design this button is ONLY editable in the view mode (See Article #3432 for further detail).  If user trys to use this button in the add or edit mode the system will display one of the following warnings.
	Depressing the button will bring up a screen where the user can enter special notes pertaining to the entire PO. Depress the Edit button. Type in the note. Depress the Save button. Exit
	Load supplier acknowledgement documents received from supplier.  See Article 5138 on How to Load a Document.
	If this button is displayed in Red, user will be able to view the inspection notes that have been recorded within the PO Receiving module.  These notes will also be displayed in all of the PO Detail reports (except detail by due date report).
	Depressing this button will display the note for that part per the Item Master (It will be shown in red as displayed)  This button will only be editable if that user has "Edit" rights for the Inventory Control Module.
	Depressing the button will bring up a screen where the user can enter a special note pertaining to the particular line item. Depress the Edit button. Type in the note. Depress the Save button. Exit.
	If any clauses were added at the part level within the Inventory Control Module they will be defaulted into the PO screen and this button will be displayed in RED.  Depressing this button will bring up a screen listing clauses from the Clauses Setup  module and you may select the desired clause(s) you would like added at the Item level.  Any clauses(s) added will be listed as an attachment to the normal PO and this button will be displayed in RED.  By design this button is ONLY editable in the view mode (See Article #3432 for further detail).   If user trys to use this button in the add or edit mode the system will display one of the following warnings.
	Depressing this button first requires a record be present on screen with a  PO line item highlighted. It will open a web browser session and navigate to Calculquote's web site Search.calculquote.com allowing you to use their search engine to find a matching part for quoting purposes. more info on Calculquote and how it integrates with ManexERP can be found here. Calculquote.com
	Depressing the button will bring up a screen where the user can enter additional PO foot notes pertaining to the entire PO. (This will not replace the standard foot notes defaulted from the system set-up.) Depress the Edit button. Type in the note. Depress the Save button. Exit.
	Depressing this button will open up address information regarding the supplier (as displayed in the screen below).

Confirm/Remit Screen Field Definitions

CONFIRM TO

When the user has displayed a purchase order with items on the Purchase Order screen, pressing on the Receiving button will display information about where the supplier is to ship the material on the purchase order, and the terms and conditions of the order.

Receiving Screen Field Definitions

Supplier	The supplier or vendor with whom the order was placed.
PO Number	The Purchase Order number of the order. New purchase orders that have not been approved will display a temporary number until approved.
Receiving Location	The company and address to which the order is to be shipped.
Terms	The terms of the purchase order.
FOB	The FOB point for the order.
Ship via	The preferred shipping carrier for the order.
Ship Charge	How the freight costs are to be paid.
Account Number	If needed, the freight company account number for the carrier to charge.
Ship Chg Amt	The shipping charge cost for the order.  This is referenced on Purchase Order Forms Only.  These amounts wIll not be carried over to the PO Reconcilliation.
Taxable	Indicates if the freight charges are taxable.  This is referenced on Purchase Order Forms Only.  These amounts wIll not be carried over to the PO Reconcilliation.
Tax %	The tax rate for the shipping charges.  This is referenced on Purchase Order Forms Only.  These amounts wIll not be carried over to the PO Reconcilliation.
Delivery Time	The preferred delivery time for receipts.
Attention	The name of the person to whom the shipment is directed.

DIRECTIVE BUTTONS

 

When the user has displayed a purchase order with items on the Purchase Order screen, pressing on the Send Invoice To button will display the billing information for the supplier. This button is displayed on the Purchase Order Receiving Information screen

Send Invoice To Screen Field Definitions

Supplier	The supplier or vendor with whom the order was placed.
PO Number	The Purchase Order number of the order. New purchase orders that have not been approved will display a temporary number until approved.
Remittance Location	The users company and address to which the order is to be billed.

Depressing the Purchase History button will display the purchase history for that line item. The user may sort by Clicking on any of the Headers, and Search for specific items by typing in the column. Note: If an order has status “EDITING” it will not be displayed on the history list. Once the order is approved and the status is changed to "Open" or "Closed" the order will then be displayed on the purchase history list.

When the user has displayed a purchase order with items on the Purchase Order screen, and has highlighted one of the line items, checking the Expand box will display the schedule information about the item being purchased.

When the user has finished viewing the schedule information about the item, the user may check the Shrink box and the schedule information will shrink down.

 

 

Schedule Field Definitions

Schd Date	The date the material is due to land on the users dock.  This is the date MRP uses.
Req Date	This is the internally required or desired date.  It is not used for the supplier or MRP.
Commit Date	The commit date is a reference field for the buyer.
Qty Schd	The quantity scheduled for the due date.
Balance	This will display the balance left to receive from the Qty scheduled.
Warehouse	The User can choose the Warehouse from the pulldown or leave it blank.  The Y next to the Warehouse location indicates that, that Warehouse is set-up in the AVL.  The N next to the Warehouse location indicates that, that Warehouse is not set-up in the AVL.  If the warehouse field is left blank then the warehouse can then be assigned at PO Receiving Management.  Once the record has been saved within the PO Receiving this information will then be updated within the Inventory Control Management under the Qty info screen.
Location	The Location field will update automatically from the Inventory Control Management module. The user can edit this field in the scheduling detail.  This will not change the location in the Inventory Control Management module under the quantity info screen.
Distribute To	This is classification of the distribution of the item when received, either to regular Inventory Receiving or to Allocate to Special Work Order or Project
N/A	This Field is for future use, it is non-applicable at this time.
GL Number	The General Ledger number where the purchase order will post.  These GL numbers are defaulted in from the Purchase Setup under the MRO Receiving Setup.

 

Schd Notes	Depressing on the       button will bring up a screen where the user can enter in specific notes that pertain to that one schedule, item, and date. Type in the note. Depress the Save button. Exit
	When Creating a new PO or Editing an existing PO this button will be enable.  Depressing this button will allow the user to add additional scheduled deliveries.
	When Creating a new PO or Editing a existing PO this button will be enabled.  Highlight a scheduled delivery then depressing this button will delete that delivery from this screen.
Total Scheduled	This field will display the total qty scheduled for the highlighted item.
Balance Scheduled	This field will display the Balance left to receive from the qty scheduled for the highlighted item.
Un-scheduled Qty	This field will display the qty un-scheduled for the highlighted item.

 

 

 

 

 

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Order Management/Purchase Order Management

The following screen will be displayed:

1.  Depress the Find Record icon. The following screen will be displayed. 2.  On the left hand side of the screen, select the desired Filter:  by selecting the appropriate radio button - Open PO, All, Closed/Cancelled PO, For Approval, or ALL.     3. Once you’ve made your “Filter” choice, determine the "Find by" search method by choosing between PO Number, Inventory Part Number, MRO Part Number, Supplier, Inventory Manufacturer Part Number, MRO Manufacturer Part Number, All, Inventory Description, or MRO Description.     If you do not know the exact number, Customer, etc you may enter in a partial number, letter, etc, then once you depress the enter key the system will pull up the matching record onto the screen or a list of all Purchase Orders that contain the partial number, letter, etc. entered, to select from.

4a.  For example, a selection on the left for an Open PO, and a selection of ALL on the right will produce the following screen, listing all open purchase orders.
4b.  A selection on the left for All and a selection of All on the right will produce a list of all purchase orders, open, closed, etc.

If you enter information in the Red Box and the system cannot find any information, users will receive the following message and if they select "YES"  a list of Open PO will be displayed.   The rest of the right hand selections are essentially the same as for those illustrated above.

5. After finding the Purchase Order, the Purchase Order screen will be displayed, populated with any parts on order.

Selecting Inventory Parts as the item type, the user may jump directly to the part number box (click on it) and enter a part number. Or, the user may step through the Part Classes and Part Types to narrow the focus and then select a part from the desired part type.  Once a part number from Inventory has been entered, ManEx completes the boxes associated with the item master.

 

If more than one manufacturer exists for the part, the user may click on the down-arrow next to the manufacturer edit box and select the appropriate manufacturer for the order.  The Material type will be displayed in the pulldown next to the Mfg. and Mfgr. PN.

If more than one supplier part number exists for the part, the user may click on the down-arrow next to the supplier part no. edit box and select the appropriate supplier part no. for the order. The system will look for the preferred supplier part number and if found will show it as a display. At this time the user can leave the part number as is or select a different one if available.  After a user will save the PO, the supplier part number will be saved and next time you will see the selected suppler part number when viewing the same PO. No history will be saved because this field is for the information only.

The user may edit or add a percentage amount of extra material that will be allowed to be shipped against the order. By entering a percentage in the OVERAGE field, receiving will be allowed to receive extra parts up to the limit imposed in this field.

The user may also edit or add in purchasing lead time and min/mult order quantities through the Purchase Order Management module. Once the record has been saved this information will then be updated within the Inventory Control Management under the MRP Info screen.

The user may check the box for Inspection Exception and select from the Inspection Exception Pulldown (which is established in the  Inspection Exception Setup module). The user will then also be allowed to enter any Inspection Exception Notes and/or Load Insp Excep doc that pertain to that PO line item. This information will then be displayed within the PO Receiving as reference information to the users that are processing the Receipts through the system.

Then the unit price is entered (Price Each). The extended amount is shown, calculated by extending the quantity by price.  If the inventory part that you are creating a line item for currently has a standard cost of 0.00 within inventory control the system will prompt the user with the following message, giving the user the option to assign the purchase price to be the standard cost for this item.


 
This can not be controlled by the Security level due to the fact that it is better practice to have a $$ assigned to the ICM record before the Purchase Order Receipt is accepted into the system.  Otherwise you will have stock that is not valued properly, accounting records that will not be correct, etc. . . .  So this is why ManEx allows any Purchase Order user to populate the STD cost field for that record with the purchase $ that you are loading.  BUT . . Once a Std Cost is associated with the ICM record - the users within Purchase Order Management should no longer be able to change that value through the PO module.

The user may then indicate that the items are taxable by clicking on the Taxable check box.

The Stock/BOM field will update automatically based upon the conversion table defined in setup.   The completed screen should appear as follows:

 

There are situations when the users will either not enter a schedule or enter a partial schedule at time of creating PO.  If the scheduled qty does not match the order qty or the "Allow Partial Schedule" box is unchecked, upon depressing the Save button the following message will be displayed.  This gives the user the option to stop the save process and return to the item and schedule or continue on and save without scheduling.  Some users may not know an exact date for scheduling at the time of the PO creation and just create the PO to get the part on order.  Then upon the supplier response add the scheduled dates to the PO at a later time.  This is why we do not enforce the scheduling at the time of the PO creation. 

 

 

If the "Allow Partial Schedule" box is checked upon saving the PO without a schedule or a partial schedule this message will not be displayed.

 

The item will schedule automatically by adding the lead time to todays date and schedule the entire order amount.  (Note:  MRP will NOT acknowledge qty's that are NOT scheduled).

 

At this time the user has the option to change the Schd date/Req date/commit date information and also the Qty Schd.

 

Note:   If user is NOT following MRP suggestions when creating POs they need to keep in mind inspection time when entering a schedule for a PO. 

If the user wants to modify the automatic scheduled date, they can either manually adjust the Date information by highlighting the field and typing in the new date, or place the cursor in the Due Date field.Type in a ?.  A calendar will appear. Depress the desired delivery date.To advance into the next month, depress the > button.

Schedule Field Definitions

Schd Date	The date the material is due to land on the users dock.  This is the date MRP uses.
Req Date	This is the internally required or desired date.  It is not used for the supplier or MRP.
Commit Date	The commit date is a reference field for the buyer.
Qty Schd	The quantity scheduled for the due date.
Warehouse	The User can choose the Warehouse from the pulldown or leave it blank.  The "Y" next to the Warehouse indicates that, that Warehouse is set-up in the AVL.  The "N" next to the Warehouse indicates that, that Warehouse is NOT set-up in the AVL.  If the warehouse field is left blank the user will receive the following message    upon saving the record and the user has the option to go back and add the warehouse at this time or leave it blank and assign it at PO Receiving Management.  Once the record has been saved within the PO Receiving this information will then be updated within the Inventory Control Management under the Qty info screen.
Location	The Location field will update automatically from the Inventory Control Management module. The user can only edit this field in the scheduling detail if the "Allow Auto Create Location at Receiving" is checked within the ICM module.
Distribute To	This is classification of the distribution of the item when received, either to regular Inventory Receiving or to Allocate to Special Work Order or Project
GL Number	The General Ledger number where the purchase order will post.
Schd Notes	Depressing on the       button will bring up a screen where the user can enter in specific notes that pertain to that one schedule, item, and date. Enter in the note.  Depress the Save button.  Exit.

Pressing the Save button at the top of the screen saves the order and item(s) entered, and assigns a temporary number to the order.  After adding items to the purchase order and saving them, the Purchase Order will display all items added to the order.

The user may use the scroll bars at the right and bottom of the items listed to scroll over additional information.

Introduction

Inventory Allocation is used to allocate (reserve) quantities of existing items in stock or future Purchase Order deliveries to a Work Order or Project Number.  This allocation prevents issuing the quantity reserved to any other use except the Work Order or Project Number specified. Purchase Order Line Item allocations may be removed prior to receipt of the parts by editing the Purchase Order.  After receipt of parts allocated by Purchase Order, the allocation may only be removed after the parts are in stock, by using the Inventory Allocation module.

ALLOCATION OF PURCHASE ORDER DELIVERIES

MRO stands for Management Required Options.  Generally this is used for supplies, etc. purchases.

After selecting the Item Type to be "MRO"

The finished screen should look like the screen displayed:

 
1. Check the Expand box in the Schedule screen.
2. Enter schedule dates and quantity scheduled.
3. Type in the title or name of the person requesting the item in the “Distribute To” field.
4. Enter or Select a General Ledger account number in the GL Number field.  These GL numbers are defaulted in from the Purchase Setup module.

The completed Schedule screen will appear as follows:

 

1. At the conclusion of entry for the item, the user may depress the Save record action button or the Abandon record action button.
2. User must then Approve the Purchase order. 

Service items are for those instances where the assembly is outsourced.

After selecting the Item Type to be "Service"

1. The user may enter a Part number manually (or leave blank) and then go to the description field and enter the description.
2. Fill in the quantity and unit price. 

    

The finished screen should look like the screen displayed:

 
1. Check the Expand box in the Schedule screen.
2. Enter schedule dates and quantity scheduled.
3. Type in the title or name of the person requesting the item in the “Distribute To” field.
4. Enter or select a General Ledger account number in the GL Number field.  These GL numbers are defaulted in from the Purchase Setup module.

The completed Schedule screen will appear as follows:

 

1. At the conclusion of entry for the item, the user may depress the Save record action button or the Abandon changes action button. 
2. User must then Approve the Purchase Order.  Upon Approval the PO Status will change from Open to Closed.

Find the Purchase Order that you would like to edit.

Pressing the Edit record action button in the Purchase Order screen will allow the user to modify all the following information: 

 

• The Confirmation Name, Buyer, PO Priority, Supplier Ack., check or uncheck Freight Included box.
• The Status field will only be enabled in the edit mode for users with approval rights. User MUST have approval rights to Modify the PO Status.
• Order quantity and unit price, min/multi qty, purchase lead time, overage amount, Firm Plan or First Article.
• Add or Deletion of a Line Item
  • By depressing the Add button allows the user to add additional items to the PO.
  • By depressing the Delete button you can delete an existing line Item from the PO, only if there have been no receipts against the line item.  If there have been receipts against the line item user will receive the following warning and will not be able to delete the line item.

• If there have been no receipts agains the line item, highlight the line item that you wish to delete, then depress the Delete button.
• The user will be asked to validate the deletion before proceeding.
• If you select OK the item will be deleted from the order.  Once a line item has been deleted from the Purchase Order user will loose all links and will NOT be able to restore the item.

A user can Cancel a line item rather than deleting the line item from the PO by checking the "Cancel this Item" box.    

• This will allow user to cancel an individual item on a PO. Since the system does not allow you to delete a line item that has had any kind of transaction, we needed a way for users to cancel individual line items without having to cancel the entire order within the system. If any parts have been accepted, it cannot be cancelled. Once a part has any receipts the user cannot delete the line, so if they reject the total received qty they can cancel the line to prevent it from affecting the PO, or PO history for the other line items. If they do not want to reject the entire qty then their only option is to reduce the balance qty to the accepted qty. Cancelled line items will be excluded from the Purchase Order reports within the module.  A line item that has been cancelled will be displayed in Red.  A cancelled line item will be able to be restored by unchecking the "Cancel this Item" box.

• Information about the terms, FOB, Ship Via, Ship Charge, and Account number, Ship Charge Amount, whether taxable, the tax % 
• Schd Date, Requested Date, Commit Date, Quantity Scheduled, Warehouse, Location, Distribute To and Schd Notes.
• Modify or add any information in the Item Master Notes, PO Item Notes, PO Notes, and PO Foot Notes.  (Depending on how the user has System Setup/Material/Purchase Setup module marked depends on whether user can edit the notes without going into edit mode on the PO record.  If the "Require approvals for Date changes and Notes" is marked as "Yes" then it will force the users to first put the PO in edit mode before they will be allowed to edit any notes and the note changes will be recorded in the "View Changes History" screen.  But if it is marked "No" then the notes become editable without the actual record in Edit mode and the note changes will NOT be recorded in the "View Changes History" screen).  

Depress the Save record action button after you have finished with editing the record. The user will then need to approve the order.  If user has the "Auto Assign new Change Order # Upon Approval" box checked within the System Setup/Material/Purchase Setup module, the reminder will NOT be issued and CO#  field becomes NOT editable.  When the user approves the change the Change Order number will be automatically increased.   If user has the "Auto Assign New Change Order # Upon Approval" box unchecked within the System Setup/Material/Purchase Setup module when user makes changes the CO# will stay the same, the system will prompt the reminder, and user may manually assign a change order number if applicable.

 

 

There are situations when an item may not have a schedule or may have a partial schedule.  If the "Allow Partial Schedule" box is unchecked within the System Setup/Material/Purchase Setup module, user will receive the following popup warning when editing and saving that line item or any other line item on that same purchase order.   If the box is checked the system will not ask any questions when saving a po with only partial schedule. (Note: MRP will NOT acknowledge qty's that are not scheduled).  

 

 

NOTE: If the "Auto Assign new Change Order # Upon Approval" box is checked, and PO is new and the user goes into the "Edit" mode prior to approval, no changes will be made to the CO# on screen or in the "View Changes History" screen.  If PO has been approved and the user goes into the "Edit" mode the next CO#  will be referenced in the "View Changes History" screen but will NOT increase on screen until PO has been approved.  If the user goes to the "Edit" mode more than once before approving the change the CO#  will only increase once in the "View Changes History" screen.  

NOTE:  If users enter a PO number manually using a "T", then changes the numbering to Auto, and later edits and approves this PO the "T" will be changed to "0".  The system has no way of knowing that the PO was manual numbered before the change. 

If multiple users are editing the same PO and the PO has not been approved yet, so it still has a temp # and the 1st users approves the PO, while the 2nd user is still making their changes,  when the 2nd user goes to exit and save their changes they will receive the following message:

 

Manex tracks all revisions of a Purchase Order and each receipt against each revision of the order.  The system will NOT allow any changes to a Purchase Order which has parts in Dock Receiving that have not yet been processed in the Purchase Order Receiving & Inspection module.

Cancel a Purchase Order

Closing out a Purchase Order

At times, the user may wish to close out a PO to suppliers who have either shipped short or overages of ordered components.  For example, say a user has a Purchase Order for 100 components.  100 units are received with 5 rejections.  (See the DMR procedures). This would show the Purchase Order showing a quantity of 5 for a balance.  What if the user informs the supplier that they do not want the last 5 pieces.

In the above set of circumstances, the user will be allowed to change the ORIGINAL order quantity by removing the rejected quantity via the DMR procedure.   When the Received quantity PLUS the DMR quantity is LESS than the order quantity, the user will be allowed to decrease the order quantity by that many.  Original Order 100; Received quantity 100; Rejected quantity 5.  Returned to supplier via DMR 5.  At this point, the user may reduce the quantity ordered, AND the accompanying amount scheduled to 95.  This action will close out the Purchase Order.

The user must depress the Edit button. Change the Purchase Order Quantity, then change the Quantity Scheduled so that the total of the schedule dates exactly equals the new quantity.  Depress the Save button.  Approve the PO and the PO status will change to close.

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Order Management/Purchase Order Management

The following screen will be displayed:

 

Approve PO

Pressing the Approval button in the Purchase Order module will ask for the user’s password. The user must enter a password that has been authorized (within the Purchase Setup module) to approve the dollar amount of the order.

 

Entry of an un-authorized password will receive the following message:

 

 

Entry of an authorized password and approval will  inactivate the 1^st approval button and place the initials of the person approving the order next to the approval button , (If in the Purchase Setup , the company has selected to allow one approval of purchase orders).  Then upon approval the temporary Purchase Order number will be replaced with a permanent PO number (replacing the "T" with a "0"). 

 
If in the Purchase Setup , the company has selected requiring two approvals, then the process must be repeated for the second approval, and the temporary Purchase Order number will be replaced with a permanent PO number (replacing the "T" with a "0") once both approval are granted.

 

Note:  That if the Purchase Order is an Service or In-store order, once the PO has received it’s final approval the temporary Purchase Order number will be replaced with a permanent PO number (replacing the "T" with a "0") and the PO Status marked as closed.

 

If the user has elected to use manual purchase order number,the screen will prompt the user for an order number to be applied to the purchase order.   Note:  If users enter a PO number manually using a "T", then changes the numbering to Auto, and later edits and approves this PO the "T" will be changed to "0".  The system has no way of knowing that the PO was manual numbered before the change.  

 

 

 

 

To obtain the Purchase Order Reports within the desktop, 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: 

 

 

PURCHASE ORDER FORM report

Select Purchase Order Form and depress the Option tab and the following screen will be displayed: If you want all line items & scheduled quantities to print, check that box. Select one of the following options: Unprinted PO, Open PO, Close/Cancel PO, New Orders, Reprint Last Batch, Single PO #, In Store Orders by clicking on the radial. NOTE: Depending on which one of these options you select will depend on what will be displayed on the report. For Example: If User selects Open/Active the report will have "APPROVED" at the top of the report (as displayed below) and prints out the Purchase Order form AFTER some receiving has occurred against that PO, then ONLY the un-received still open amounts will print on this form. Any line items COMPLETELY RECEIVED or CANCELED will NOT display on the PO form. If User selects Close/Cancel PO the report will have "CLOSED" at the top of the report and will display the original scheduled balance. Highlight the PO of interest and depress the > button. To select all POs, depress the >> button. Check the "Show All MPNs for the Parts on the PO" box if you want all MPNs listed on the report. Check the "Show Item Master Note" box if you would like the Item master notes to be displayed on the report. Check the "Print BOM Addendum for all "MAKE" parts on the Selected PO" When the users add a Make/Buy part to a Suppliers PO, and checks this option the system will then print a "BOM Indented with AVL" report as an addendum to the PO form. Each BOM will be printed as a separate report and will reference PO and item on the PO. If the AVL on the approve vendor list for any of the items on the BOM happens to be checked as "disallow to buy" this AVL will not be included within the addendum to the PO.   Depress the OK button   When this report is printed is will display the Approval status of the order, it will also display the Supplier Part Number if entered in the ICM module. If purchase order status is "NEW" report will print "NOT APPROVED" If purchase order status is "OPEN" and has been approved, report will display "APPROVED" If purchase order status is "EDITING" meaning order was once approved but now in edit status, the report will display "EDITING PENDING APPROVAL"

The following report will be displayed:

PURCHASE ORDER FORM with REQUIRED DATE report

This report is exactly the same as the Purchase Order Form report above, except that this report will also show the Required Date information.     User must first enter in a Purchase order Number.   Note: If the status is "New" the PO number will still have the "T" in front of it, so the users will be required to enter in the entire PO Number. Then select "Y" (yes) or "N" (no) to display All Line Items and Schedule Qty's, All MPN's for the parts on the PO, and Show Item Master Notes to print on report. These selections are all defaulted to "N" but can be changed. Depress the OK button.   This report will display the Supplier Part Number if entered in the ICM module.

The following report will be displayed:

Enter the desired Purchase Order Number.   Note: If the status is "New" the PO number will still have the "T" in front of it, so the users will be required to enter in the entire PO Number.   Depress OK.

   

At the bottom of the screen, highlight the Detail Report, By Supplier, By Part Number, By Part Number with Where Used or By Due Dates. Note: If you select ANY of the Detail selects other than “By Supplier” then you can click directly on the OK button and ALL open PO's will be displayed.   The “Open Purchase Order Detail” report shows only items that still have balance. So if you have an open PO with three items and only one of those items have a balance the report will only show the one item with the balance.

If user selects “By Supplier”, the Values screen will be displayed for further options.  Enter the desired Date Range to filter the search more.  Enter a Supplier of interest between the single quotes. If All Suppliers are desired leave '*' Defaulted Depress the OK button.

The following report will be displayed: 

OPEN PURCHASE ORDER SUMMARY report

Enter in the desired Date Range. Depress the OK button.   The “Summary” report shows all open orders based on the status of the PO.   If the open PO has no items with balance left the "Open Purchase Order Detail" report will not show this PO at all, but the "Open Purchase Order Summary "report will.

The following report will be displayed

CLOSED PURCHASE ORDER DETAIL BY SUPPLIER report

Enter in the desired Date Range. Enter a Supplier, If All Suppliers are desired leave '*' Defaulted.  Depress the OK button.

The following report will be displayed

 

 

CLOSED PURCHASE ORDER SUMMARY report

Enter in the desired Date Range. Depress the OK button.

The following report will be displayed

 

POs WITHOUT SUPPLIER ACKNOWLEDGEMENT report

Select one of the Group By options: Supplier, PO Date, Earliest Schedule Date  Depress the OK button.

The following report will be displayed

 

PURCHASE COSTS against a PROJECT/WORK ORDER report

Select Project # or Work Order  Enter a Record # or If All Prj's/Wo's are desired leave '*' Defaulted  Depress the OK button.

The following report will be displayed

 

 

Purchase Order Overview Walk-Through

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Order Management/Supplier Line Card Information    Note:    After activation, "Supplier Information" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

Then enter the Part Class tab. The following screen will be displayed:

Depress the Part Manufacturer tab.The following screen will be displayed:

Highlight the desired Part Manufacturer.Depress the > button. The selected Manufacturer will then populate the selection box to the right.

Depress the Supplier Lookup tab. The following screen will be displayed:

This module gives our users the capability to take electronic files provided by the suppliers from quote and availability of items, copy and paste that information into the ManEx PO Upload template format.  Users will have the flexibility to load a large PO into the system all at once, or upload multiple purchase orders for different suppliers at once, etc.  During the upload process the system will find any problems with the template, the user will be prompted and exception XL files will be created within the POExceptionXL directory for the users to review and disposition.

The Material Requirements Planning (MRP) Module is the heart of Inventory Control.  In ManEx, the Material Requirements Planning actions drive the user towards zero inventory on hand through the scheduling and rescheduling of open orders for products and parts.

ManEx Material Requirements Planning module may be run without logging users off the system.  The work station used to run Material Requirements Planning should have at least 120MB available on the hard drive, and works best with 96MB memory or more.

A Material Requirements Planning  regeneration creates time-phased material requirements at the part (component) level by netting demand from the Master Production Schedule (MPS),  open Sales Orders, Internal orders, Shortages and open Work Orders (released but not picked) against supply from inventory, open purchase orders and Finished Goods. 

MATERIAL REQUIREMENTS PLANNING PROCESS 

Confirm status of system data for Material Requirements Planning validity

            Updated Forecast and Master Schedule

            Updated Item Master file data

            Lead Times entered and up to date

            Shrinkage factors current

            Order policies set

            Orders firmed as required

            Independent Demand items identified

            Inventories current

            Receivings current

            Safety Stocks appropriate

            Bills of Material current and complete

Confirm system availability to run Material Requirements Planning

            Timing good for snapshot of data

            Transactions current

Set the parameters for running the Material Requirements Planning

            Netable Inventory Locations flagged

            Discrepant material dispositioned

            Horizon set

            Time fences set for change control

            Bucket size and number set

When executed, the Material Requirements Planning Module takes a snap-shot of the demand for parts and assemblies (created by Sales Orders, Work Order Shortages, Forecasts) and compares it with supply (on-hand inventory, open Purchase Orders with scheduled qty, open Work Orders) in order to generate an Action List of planned new orders and changes to existing ones to meet demand. The comparison is done one day at a time using the make and/or buy parameters from the Item Master/Material Requirements Planning Information screen in Inventory Control Management.

The Parameters include:

·         Order Policy

·         Minimum Order Quantity

·         Order Multiples

·         Purchase Lead Time

·         Kitting Lead Time

·         Transit Days

·         Pull In Days

·         Push Out Days

If the MRP on Hold is checked in the SO module and you create a WO Manually, the MRP will tell you to cancel the WO since there is no SO demand.  This can be solved one of two ways.

Use the MPS module (Forecast) or Open/Create Firm planned WO’s so the MRP will NOT keep instructing you to cancel the order.

This is a perfect solution for customer who wants to build products based on forecast or promised to maintain certain amount of FGI in inventory.  The can use the MPS module to accomplish this and use the SO to ship products from FGI inventory.

MRP will consider any SO items for the demands unless marked as MRP on Hold. See Article #1244 for further information.

Should we have locked the requirements by project in MRP, then we could have the situation where we have unallocated inventory on hand, but since  it's not for a specific product that requires it, MRP action could create an order action to buy more of the parts specifically for that project.  This could result in an enormous amount of excess inventory.  Since our objective in MRP is to drive to zero inventory, we do NOT want to ignore any available inventory that might satisfy demands.  Conversely, when inventory is allocated to a specific project, and the demands created for another project are analyzed, the inventory on hand will be available to meet the other project demands, but also create the order actions to supply parts for the original project, if there are still demand requirements.

In the case of having just enough inventory on hand for a given Project (A), but there are new requirements for Project (B) that precede those for the same parts as project (A), MRP will assume that the inventory on hand will be used for Project (B) first, but get more parts to meet the later date of Project (A).  As long as there is inventory available to meet every demand, it will be up to the user to reallocate inventory for the most urgent need.

If for some reason user has inventory that belongs to a specific customer and does not want MRP to consider it for any other customer they can change the inventory location to non-nettable.

Definition of Material Requirements Planning Action Fields:

Last MRP Run	This is the date and time for the last material Requirements Planning run.
	The "Last MRP Run" button located in RED at the top of the screen will be displayed in a larger font if MRP run failed due to an AVL issue and there will be brief comment explaining what issues the MRP run encountered. This will allow any user that might not have seen the xls spreadsheet to be aware of what had taken place on the last attempt to run MRP.   For further detail see Article #729.
	See Article #4765 for further detail on how to Use the X-Reference Find

Main Body

Material Requirements Planning Action List  in Stock Units Of Measure:

	See Article #2671
	This portion of the MRP module is not fully completed yet in the current version. It is still a work in progress. While it displays the WO’s for quick reference you will still actually have to go into the WO module to create the WO’s as needed. You can also create WO’s directly in the SO module as well at the time you’re creating the Sales orders.

Clicking on the  button will bring up the following:

Definition of fields in the Projected Inventory screen:

After depressing the Projected inventory button, highlight and double click on a WO, SO, PO, etc.   This will bring up another drill down screen as follows which will display the Material Requirements Planning Detail.  This screen allows user to Sort, Search, or Drill down to the WO, SO, PO. etc.

After highlighting and double clicking on a part number in the main body, the Material Requirements Planning Demands and Approved Vendors List will appeared, as displayed below.  This screen will allow users to Sort, Search, or Drill Down to the WO, SO, etc. level.

Material Requirements Planning Demands and Approved Vendor List Field Definitions:

AVL

 Tips on Using the Material Requirements Planning Find Screen

Selection of at least one parameter will reduce the time to retrieve the information.  The Find by Parent BOM is specific down to the Revision level.

Definition of Material Requirements Planning Find Fields:

Starting Part Number and an Ending Part Number	Be sure to enter all prefixes, dashes, spaces and alpha characters to find the exact number you are trying to locate.  To find one item, enter the part number in the 1st box, depress the return key and only that record will display.  To view a series of items, enter the  first and last part number of the series and all items numbered between will display.  If you want All part numbers, leave this area blank.   If an incorrect part is entered into the range that does not exist within inventory, or there are no MRP records for the part entered user will receive the following message:
Buyer	Select Buyer from the pull down menu.  If you want ALL buyers, leave this area blank.  Assigned Buyer will bring up all items assigned to that particular Inventory Buyer within the Inventory Control Management module. The Buyer assignment is setup in Part Class and Type System Setup Defaults or in the Inventory Control Management module/Item Master tab.
Part Class	Select the Class from the pull down menu  Part Class and/or Part Type will bring up only those items that match all entries made. If you want all Classes, leave this field blank.
Part Type	If you selected a Class, depressing on the down arrow will bring up a list of Types within that Class. Select the Part Type within the Class selected.  If you want all of the Types within the Class, leave this field blank.
Find by Parent BOM	The "Find by Parent BOM" is specific down to the Revision level.  This filters MRP results per Selected Bill of Material.  You MUST enter the exact part number and revision of the Parent BOM to get only the parts with actions per that BOM.  Note:  Only parts listed on the BOM with MRP action messages will be displayed.  Parts with all actions from all sources will be shown on the screen if the part has actions from the entered BOM and other demands.  A part may appear on the list even if there are not direct actions from the entered BOM if there are actions from the demands or such actions as Cancel PO/WO.  There is no way to filter out the actions just to those actions resulting from demands from entered BOM.
Rev	Revision of Parent BOM.  If applicable this MUST be entered to located the exact Parent BOM.  The "Find by Parent BOM" is specific down to the Revision level.  If the exact part number and revison of the Parent BOM is not correct user will receive the following message:
Parent Project	If you select to find by a Project this is going to filter and display only parts that are assigned or associated to a project, but will display , ALL actions for that part , not just those that are associated with the project.  If you had 3 actions for a part, each assigned to a different project, all three actions would be displayed when you Find by any of the three projects.
Actions	Select the action from the pull down.  There are the various Material Requirements Planning actions, which the user may filter on such as:  All Actions,  All Purchase Order Actions,  All Work Order Actions,  Pull-Ins,  Push-Outs,  Release Purchase Orders,  Release Work Orders,  Cancel Purchase Orders, and  Cancel Work Orders.      Note:  When you filter by any of the selections,  MRP will filter through the actions and display ONLY the parts that have an action that matches the selection.   If it finds a match it will display all the the actions against that particular part.     For example:   if you select to filter by "Release PO Actions".  MRP will display ONLY the parts that have "Release PO Actions".  If it finds a match it will still display all the other PO actions against that particular part.  If it didn't users may overlook the fact that there are other PO actions for that particular part as well.  However, it does filter out all the parts that "DO NOT" have any  "Release PO Actions" against it.
Days	Type in the number of days (from the current date), changes the Date Filter accordingly.  This is a short-cut to the horizon date.
Date Filter	The horizon date for the Material Requirements Planning actions.  Parts with actions beyond this date are excluded from the report.
MRC	Select the Material Risk Code from the Pull Down, which are setuup in System Setup/ Material Risk Code Setup .

The filtered information will populate the Material Requirements Planning Actions screen, as displayed below:

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Material Requirements Planning (MRP), Material Requirements Planning (MRP) Module

The following Screen will be displayed:

To run a new Material Requirements Planning (MRP) manually,   depress the Add action button (Generate MRP), and enter your password.

The run percentage will be displayed on the header as displayed below: 

 

The time it takes MRP to run is dependent on a number of factors.  Here is a list of items that affect the processing time:

the number of open Sales orders
the number of open Work orders
the number of open Purchase Orders
the complexity of the BOMs  (levels) 
the number of AVL's for parts
the number of active parts
Inventory safety stock, minimum orders, order multiples

A company with high annual sales but only a few open orders of all types and only a few simple BOMs will process quickly, a company with low annual sales, but with a large number of small orders, many BOMs and AVL's will take a long time to process.

We are not able to come up with an average time because there are too many conditions that affect the run time.

Once the MRP run is completed and was successful,  user will receive the following message:

Depress the OK button.  The Material Requirements Planning Date at the top right hand side of the screen will change.

 

 

There are several drill downs within the MRP screen.

Highlight a Buy or Make Part number of interest on the MRP main screen:

Double click on the highlighted buy part number 051-0001613 and the user can see the assembly of the proposed work order.  Highlight the Proposed Work Order Number and the Approved AVL's will be listed per the BOM.

Highlight and double click on the SO0000000057 and the Original Sales Order will display. 

Another Drill down located within the MRP Actions screen - is by highlighting one of the actions located in the MRP Action List-in Stk UOM box: 

Depress the   button.  The user will see the same proposed work order number being delivered instead of demand.  By this screen, the user can also see what’s driving the requirement for the product and the next level, etc.

Within this screen you may highlight any of the Reference items and drill down to the original Sales Order, Inventory Level, Purchase Order, etc.

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Material Requirements Planning(MRP)/Material Requirements Planning (MRP)

The following screen will be displayed:

Find   an MRP record. 

Highlight a part number of interest and depress the Create POs button in the bottom right hand corner, enter user password (user must have "ADD" rights to the PO module), and a list of Release PO suggestions based on the MRP filter that was applied and displayed within the MRP screen will appear.  This will allow the buyers to auto created purchase order records based on what MRP is suggesting (mfgr, mfgr pn, etc...) 

Note:  ManEx does offer a pull down next to the Mfgr to select from listing only the approved AVL's for that BOM. Double clicking on MPN field will open a web browser session and navigate to Calculquote's web site Search.calculquote.com allowing you to use their search engine to find a matching part for quoting purposes. More info on Calculquote and how it integrates with ManexERP can be found here. Calculquote.com

Note:  If the AVL suggested to the PO action is flagged as "DO NOT PURCHASE" MRP will give Release PO actions if there is a need for the part and the part will be displayed on the Create PO screen with the Mfgr and MPN fields blank.  This should flag the user to further investigate and see that it is flagged as "DO NOT PURCHASE" and that they will need to either remove the flag or add additional AVL's to ful-fill the demands.   Notice at the top there is a note that explains what the empty "MFGR" field means. 

 

 

 

To obtain the MRP Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.

 

Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module

 

Select the Report Type:  MRP - A List of Reports will be displayed that are available on the Web for MRP

To obtain the MRP Reports within the desktop, 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: 

 

 

Highlight the report, depress the option tab (if applicable) and depress the OK button.

 

MRP Action Report - PO Actions - MRP Report of all recommended PO Actions for all "BUY'" parts that have at least one action within the "Last Action Date" filter on the MRP screen.

The following report is printed:

MRP Action Report - WO Actions - MRP Report of all recommended PO Actions for all "BUY'" parts that have at least one action within the "Last Action Date" filter on the MRP screen.

The following report is printed:

Inventory Part View by Manufacturer - This report displays the inventory information, supply, demands and action messages for a part that are the results of the latest MRP run.

For Inventory Part View By Manufacturer, depress the Options tab: Select the Part Number Range desired. To clear the range entries, click on the "Clear Range Entries" radio.  Depress the OK button.    This report is divided into three sections:  Inventory; Demands/Supply; and Actions

The following report is printed:

Order Action Report - This report displays the inventory information, purchase history, open PO's and MRP actions for 'BUY' parts that are the results of the latest MRP run.

Depress the Options tab. Select the Part Number Range desired.  To clear the range entries, click on the "Clear Range Entreis" radio. Depress the OK button. NOTE:  The MFGR and MFGR part number will only be printed in the Order Action Message Section if the order policy for the part is LOT for LOT.

The following report is printed:

Projected Excess Inventory List - This report list the projected excess inventory that is on hand but not needed after MRP requirements.

Depress the Options tab. Select the radio for "All Inventory",   "Internal Inventory"    or   "In-Plant Store Inventory".     Depress the OK button. Note:  The Projected Excess Inventory report runs off of the entire MRP run, not just based off of the MRP find filter that might be applied.

The following report will print:

 

MRP Horizontal Planning Summary  - This reports displays the supply and demand for each part on the MRP action list with the quantities in weekly buckets.    

Note:This report requires Legal size paper.

The following message will appear:

Depress the OK button and the following report will be printed:

Multi Division Purchase Order Action Report   -  NOTE:  The system does NOT require that you have Multi-Divisions setup to utilize this report.

Depress the Options tab. Select the Part Number Range desired, then enter the Last Action Date.      To clear the range entries, click on the "Clear Range Entries" radio.   Select the Part Class from the pull down. Select the Supplier List from the pull down. Select the radio to list the Report by:   "All Contact Suppliers",     "Single Contract Supplier",     "Parts with no Contract Supplier",    "All Parts Contract & Non-Contract". Select Buyer from the pull down.   Depress the OK button.

The following report will be printed:  The report is intended to break down the PO actions from the MRP run by Buyer, then part number.

MRP Action Report - PO Actions by Supplier - MRP Report of all recommended PO Actions for all "BUY'" parts that have at least one action within the "Last Action Date" filter on the MRP screen by Supplier

Depress the Options tab. Select Apply All "Find" Filters or Apply only Date Filter by clicking on the radio.  Select the Supplier from the pull down. Select the radio butto to list the report by:   "All Default Suppliers",     "Single Default Supplier",     "Parts with no Default Supplier",    "All Parts Contract & Non-Contract". Select to Show only #1 pref or Show all Preferences by clicking on the radio. Depress the OK button.

The following report will print:

MRP Action Analysis by Part Number 

Depress the Options tab. Depress the down arrow next to the Part Number box.   Use the slider to reach the Part Number of interest. Highlight it and click. The Actions will be displayed. Depress the Ok button.

The following report is available:

Customer Projected Excess  - This report list the projected excess inventory that is on hand but not needed after MRP requirements for a selected customer.  

Note: This report requires Legal size paper.

Depress the Options tab. Select All Inventory, Internal Inventory or In-Plant Store Inventory by clicking on the radio. Select a Customer fron the pull down. Select to Sort by System Part Number or Customer Part Number by clicking on the radio. Depress the Ok button.  Note:  The BOM MUST be associated to a Customer for the report to work.    If  you select a customer, the program will find all the assembly’s  and sub assembly’s assigned to that customer find all the parts on those BOMs. Then it will exclude the parts that are used on the BOM of a different customers.

The following report will be printed:

MRP PO Action Report by Buyer - MRP Report of all recommended PO Actions for all "BUY'" parts that have at least one action within the "Last Action Date" filter on the MRP screen.
Note:  A default Supplier MUST be linked to the inventory part before it will display on the report. 

 

The following report will print:

 

 

 

 

 

 

After activation, "Material Requirements Planning" (MRP) access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

 

Material Requirements Planning Hot List Field Definition:

The Supplier Module is used to enter the details about Suppliers. This information is used to prepare purchase orders and receivers, as well as establish defaults to be used when new purchase orders are created for a supplier. A supplier may have more than one remit-to address, if there are different divisions for the supplier with different accounting departments. One supplier remit-to address will be identified as the default address to be used in the creation of new purchase orders. One supplier confirm-to address will be identified as the default address in new purchase orders. Also, terms and conditions identified in these screens will be used as defaults for purchasing, receiving and accounting. The user has the opportunity to modify the default information at the time a new purchase order is created.

The Receiving and Billing Information is the user’s addresses which will print on the Purchase Order.

Supplier Information tab field definitions

CONTACTS

Information populated here would be the Supplier's banking information

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Setup/Supplier Information

The following screen will be displayed:

 

To ADD a new Supplier, the user selects the Add action button, enter password, this enables the fields on the screen for data entry. 

Enter the following fields: 

The Supplier Number assigned to the Supplier. If automatic numbering assignment was selected in Number System Setup, it will be completed when the data is saved. If manual, it must be entered.

The Supplier Name.

A Prefix if desired.

The Account Status, such as preferred, approved, etc. Select from the pulldown:   Note:  "APPROVED" will default in upon depressing the Add button, but can be changed.
The Type of Supplier, such as Distributor, Manufacturer, etc.Select from the pulldown:
The Type of Purchase, such as inventory, MRO, or both.Select from the pulldown:

Enter the user’s Account Number with the Supplier.

Enter the Phone Number of the Supplier.

Check the box nex to (1099)  if the Supplier is to receive a 1099. 

The Terms the Supplier has for the user, such as Net 30, 2% 10, COD, etc.....  Select from the pull down:

After completing the Supplier information screen, the user may tab (clicks on the next) to the Remit To screen.

In this screen, the user defines the Supplier information for payment purposes.

The Supplier Remit-To Directive buttons will now be active:

	This button allows the user to define multiple remit-to locations for the Supplier.
	This button allows the user to modify existing remit-to information about a Supplier. If more than one remit to address exists for a Supplier, the address highlighted is the one that will be opened for editing.
	This button allows the user to delete an existing remit-to record for a Supplier.
	This button allows the user to save the modified bill-to information.
	This button will cancel any modifications made to the screen after the edit button has been pressed.
	This button is selected for the default Remit-To location.  The Remit to address with the default checked is the one that will automatically be placed in New Purchase Orders. However, the user still has the opportunity to change the remit to address in the Purchase Order module by selecting another address.   Note:  There must be one Default Remit To address.

Enter information as follows:

The name of the Supplier, Defaulted from the first screen, but may be over-written.

A list of Remit-To addresses created for the Supplier, from which to choose for editing data.

The name of the organization to which payment is to be sent. (It may be a different division.)

Enter the Supplier Remit-To Address (may use two lines).

In this screen, the user defines the Supplier information for ordering purposes.

This screen and fields are identical to the Remit-to screen, except that the information will be used for the mailing address of the Supplier.

Pressing the Add action button will automatically fill the information from the Remit-to screen, if it has been completed.  All data may be edited and saved, or new data may be added to the database.  Note: There must be a default Confirm To address.

After completing the Confirm-To screen, the user may tab (clicks on the next) to the Profile screen. 

In this screen, the user defines the Supplier Profile notes for internal purposes. This screen is a memo field that may be used to record Supplier company information.

Once all of the data entry is complete.  Depress the Save action button. You will be asked if you want to create another Supplier.

The Contact Module is used to record the details of supplier contacts. Contacts may be of any nature, but must be associated with a supplier. Manex provides the user with the ability to maintain both professional and personal details about a contact, including provision for personal tastes and affiliations. Contacts must be entered in this module if they are to be included in the supplier remit-to and confirm-to data fields at a later time. A contact who has moved to another supplier may have a new supplier assigned to him/her without having to re-enter their personal data.  

Fields & Defintions

Fields & Defintions

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Setup/Supplier Contacts Information

The following screen will be displayed:

Depress the Add action button. The user will be prompted for an authorized password.

Type in the last name of the contact being added. 

Type in the first name of the contact being added. 

Type in the middle initial of the contact.

Select the status of the Customer Contact, either Active or Inactive.

Type in the nickname of the contact.

Select the company to which the contact belongs by depressing on the down arrow located on the right hand side of this field and highlighting the selection.

Type in the title of the contact at the supplier.

Type in the phone number and/or extension of the contact at the supplier (may be different than the supplier main number).

Type in the FAX number of the contact at the supplier (may be different than the supplier main number).

Type in the E-Mail address of the contact.

Type in the department at the supplier in which the contact works.

Type in a Cellular phone number for the contact.

Type in a Pager number for the contact.

After completing the Business information, the user may click on the Personal tab.  In this screen, the user may enter personal information relating to the contact.

The Supplier Contact Directive buttons will now be active.

This button allows the user to load a photo for a supplier contact. The photo file should be in the MANEX directory, and should be BMP or TIF format. Select the desired image. It will appear in the window.

This set of buttons allow the user to record specific information that they may wish to retain about the customer contact. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will.

Type in the Supplier Contact Birth Date.

Type in the Supplier Contact’s Spouse Name.

Type in the Contact’s Spouse’s Birthday.

Type in the Contact’s Anniversary.

Type in the Contact’s Home Phone.

Type in the Contact’s Home Address(two lines available).

Type in the Contact’s Home City.

Type in the Contact’s Home State and Zip code.

Type in the Contact’s home country.

Depress the Save action button to save changes, or depress the Abandon changes action button to abandon changes.

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Material Planning/Purchase Setup/Supplier Contacts Information

The following screen will be displayed:

Depress the Edit action button.  Enter password.