Major new features in Issue 010 Manufacturing Modules

1. Presenter: Louise Thompson Major new features in Issue 010 Manufacturing Modules

2. Projects and Contracts • Purpose • To improve use and effectiveness of Projects/Contracts • To accurately manage, record and track all payments related to a Project/Contract • Enable older Projects/Contracts to be purged • Solution • New fields on Contracts • Hierarchy Code; Customer; “Deposit” product class; Billing Method • Provide a Purge contracts function to WIP purge

3. Projects and Contracts • Progress billings • Define Billing frequency and terms • Quote Confirmed; Contract Created, Job Maintenance • Billing frequency (Day of month, %, value complete) • Flexible billing options (% or value) • Payment schedule • Deposits • Captured and applied on • Contract creation and Quote confirmation • Reduced partially or in full with first, last or any progress payment • Retentions • Fixed value or percentage • Period/Terms • Final invoice reduced by value of retention • Retention invoice raised after pre-defined number of days

4. Contract Maintenance

5. Contract Maintenance

6. Contract Maintenance

7. Projects and Contracts • Summary • Accurate tracking of costs and revenue • Monitoring of progress billings • Auto-generation of invoices • Management of deposits and retentions • Better control and management of projects

8. BOM and WIP – Information at WH • Purpose • To improve multi-site manufacturing by allowing for different manufactured costs and lead times per manufacturing location • To allow for Ordering Policy per location • Solution • To allow BOM costs and lead times per warehouse • Warehouse defined against component • Ordering Policy defined per warehouse

9. BOM and WIP – Information at WH

10. BOM and WIP – Information at WH

11. BOM & WIP - Co- and By-products • Purpose • To improve the planning and processing associated with manufacturing multiple items in a single process

12. APICS Definitions: • By-Products • A material of value produced as residual or of incidental to the production of the primary item • May be recycled, sold as-is, or used for other purposes • Should never be planned for

13. APICS Definitions: • Co-Products • Two or more products that are usually manufactured together or sequentially because of product and/or process similarities • Should be planned for

14. A(1) B(1) C(2) Co-Products and By-Products Co-Products By Product

15. Solution: By-Products • Similar to negative allocations, except….. • New part type by-product • Option on BOM to rollup cost to parent or not • By-product allocations shown as supply • By-products excluded from negative processing allocation • Kit Issues, Labor Posting and Job Receipts check for by-products and receive into inventory

16. Solution: Co-Products • New part types co-product andnotional • A notional item cannot be bought or sold • No inventory transactions • Co-products items attached to notional part • 3 types of co-products • Sequential • Concurrent • Multi-grade • Two costing methods • Simple • Detailed

17. Simple Costing Define percentage of labor and material to be taken from notional part and applied to co-products (like a proportional bill)

18. Detailed Costing Percentage of each material and operation applied to each co-product. Useful where costs are specific to a co-product For example: • A plastic injection mold makes 4 co-products: CLEAR WHITE RED BLACK

19. Co-Products and By-Products • Summary • Accurate apportionment of material, labor, etc. • Improved visibility • Facilitates planning

20. WIP – Reserving Lots and Serials • Purpose • Decide at time of confirming a Job • what Lot/Serial numbers will be used to identify the final product • which Lots/Serials should be used in the manufacturing process • Provide full traceability of what component Lots and Serials are used to manufacture a finished Lot/Serial

21. WIP – Reserving Lots and Serials • Solution • Stocked and non-stocked parents and components • Reserved till material allocation complete • Reserved till job receipt, inspection or job closure complete • Parent of sub-job reserved, not allocation to master • WIP setup • Operator Security access

22. WIP – Reserving Lots and Serials

23. MRP – Requisition Users • Requirements Planning • Select requisition users to include in MRP calculation • Previously Supply from requisitions • only MRP and QOT user requisitions

24. Questions

25. Presenter: Russell Hollick Electronic Signatures

26. Challenges • Who received that stock? • Who changed that customer? • When did the Supplier balance reach R100,000? • On what authority was that transaction posted? • From next month I want to know every time a customer’s balance in branch ‘E’ is over R1,000 • Can we prove that Fred posted that transaction?

27. Electronic Signatures • Configurable • System • Company • Group • Operator

28. Electronic Signatures • Transaction level configuration • Deny • Log only • Full control • Unsecured access (as now) • Audit of all transactions • Retained • Summary and detail log

29. Electronic Signatures • Advanced Configuration • Access level • Date range • Log level • Triggers • Conditions • Standard • User defined

30. Electronic Signatures • Summary • Security • Logging • Triggers • Easy to configure • Very customizable • Easy to administer • Control is back in your hands

31. Questions