1. MAX System Manager and Navigation
Vince Stefanetti, Exact MAX Americas Trainer

2. References PDFs installed with your system Exact Customer Portal
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MAX System Manager

3. What you will learn…. Some Basics How to Log In
How to Navigate MAX System Manager
How to Use the Control Panel
How to Add and Edit User Security
How to use Report Viewer
How to View Your License and Activate Your Product
How to Set Dates on the Shop Calendar
How to Customize Menus and Tabs
How to Personalize MAX
MAX System Overview and Information Flow
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MAX System Manager

4. What is Exact MAX?
MAX is a series of modules contained in a main screen called System Manager
MAX Modules are categorized by organization structure in Program Tabs within the System Manager
Information flows from one module to the next in a logical flow
Order flow and system behavior are controlled by switches and Part specific configuration
System Manager also holds switches and system wide effects
Modules contain transactional and daily processing related functions and maintenance

5. MAX Core Modules
Bill of Materials is one of the cornerstones upon which the MAX system is built. The screens and reports offered in this module enable you to build and maintain BOMs in one visual workspace with all relevant information at your fingertips.
Costing with Multiple Cost Sets enables you to track cost variances for material costs, labor costs and purchase costs by part, order number, or by workcenter. Accountants and auditors can use the full range of reports and inquiries offered to analyze cost performance by comparing actual costs with planned costs. Begin controlling your company's costs and performance today by knowing exactly how much material and labor every order, part and operation takes.
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MAX System Manager

6. MAX Core Modules
Inventory Control enables you to track and maintain inventory balances for each part you stock – including finished goods, assemblies, component parts, and raw materials – so you'll know where inventory is located and how many parts are on hand. With better control and visibility, you'll benefit from increased inventory turnover and improved inventory accuracy.
 Master Scheduling plans production of finished goods, generates forecast orders, and maintains customer demand, thereby creating a consistent and realistic production plan that drives all aspects of your manufacturing and purchasing operations.
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MAX System Manager

7. MAX Core Modules
Material Requirements Planning (MRP) balances the supply and demand for all component parts needed to satisfy your Master Schedule.
Purchasing Control allows you to create and print your purchase orders, track purchased materials, and maintain solid vendor information and accurate cash requirements. You’ll know exactly what a part costs, when you can get it, and from which approved vendors.
Repetitive Manufacturing provides the capability to receive a finished item and "backflush" all of the component items required to build the final assembly in a single transaction. This is ideal for high volume environments or those that are practicing Just-In-Time (JIT) techniques, as no shop order is required - thereby eliminating time-consuming order processing and providing a paperless environment.
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MAX System Manager

8. MAX Core Modules
Sales Order Processing helps you enter sales orders, ship and invoice product, and satisfy customer inquiries immediately.
Shop Floor Execution lets you create shop orders, track work-in-process (WIP), maintain work center information, and analyze shortages and backlogs.
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MAX System Manager

9. MAX Additional Modules
Advanced Shipping streamlines the process associated with allocating, picking, and shipping orders. Finished goods inventory can be allocated to sales orders based upon priorities you control. This module offers integration with EDI.
Event Manager automates the data reporting and exception message handling which are inevitable in your business.
Purge and Archive Manager allows you to retain historical data online for real-time lookup using standard MAX applications, allowing for inclusion of both live and historical data in custom reports.
Data Collection for MAX with total integration of MRP and bar coding gives you optimal control of shop and material transactions from receiving to shipping. Data Collection for MAX includes Inventory, Labor, Shop Floor, and Shipping functionality.
Electronic Data Interchange (EDI) provides inbound and outbound transaction processing to and from the MAX system and uses customer and shipment information in your existing MAX database to transact B2B e-commerce with your suppliers and customers.
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MAX System Manager

10. MAX Additional Modules
Engineering Change Order Manager helps you control the planning, process, documentation and implementation of your engineering change orders. ECO Manager includes tools for defining all parts, bills of material and documents needed to make a complete engineering change with a minimum of effort. ECO Manager provides real-time access to inventory, vendor, sales, and transaction history records, synchronizing the engineering change process with MAX to ensure accurate tracking.
Feature/Option Configurator gives you more logistical control over your configurable parts, making your operation more flexible and helping to increase customer satisfaction. Although you may build a "standard" product, you can configure it to match specific customer requirements with a variety of available features and options.
Lot and Serial Tracking allows you to easily trace serial numbers and lots through the entire system for complete visibility as to “where used,” including sub-assemblies or ingredients that go into a batch.
Labor Tracking is an online job tracking system that allows you to track actual work performed for specific work order operations. MAX Labor Tracking allows the computer to act as a time clock, resulting in more accurate run and setup times. Labor Tracking helps you identify direct and indirect labor or machine hours and can interface with your company’s payroll system.
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MAX System Manager

11. MAX Additional Modules
Manufacturer’s Part Control allows Engineering to define precise part relationships that specify exactly which manufacturers’ parts fill a requirement. MAX Manufacturer’s Part Control lets you assign and control relationships between your internal MAX part identifiers and manufacturer’s part numbers, allowing you to control not only your product structure but also your inventory at the bill of materials level. MAX displays manufacturer’s part information to Purchasing so that competitively priced supply meets demand. Guarantee that finished goods match the exact product specifications using MAX Manufacturer’s Part Control.
Quoting & Estimating integrates with MAX to provide the capability to manage, copy, and edit quotes so you can turn them into sales orders with the click of a mouse once you win the business.
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MAX System Manager

12. MAX Additional Modules
Multicurrency provides the ability to input sales or purchase orders in a foreign currency – that of your customer’s or vendor’s currency if you’re international. The foreign currency amount prints on the sales acknowledgement, invoice and purchase order, giving customers and vendors the information they need. Costs and prices within MAX are captured and reported in your base currency so confusion is not a problem.
Physical Inventory helps MAX customers conduct an accurate, coordinated physical inventory program and the increasingly critical final audit trail report with posted variances by part number. The PIM windows, reports, and related programs offer a formal method of printing numbered physical inventory tags, collecting details of the physical inventory count, and updating the inventory data in MAX after verifying that this information is up-to-date for printing audit reports.
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MAX System Manager

13. MAX Additional Modules
Subcontract Processing tracks and manages the movement of material if they need to be sent out for processing. Subcontract Processing can either be set up as a level in your Bill of Material or as a step in your routing.
Planning & Simulation allows for a simulated sales order to be entered and view the impact on the material requirements with the addition of that order without actually entering the sales order.
Warranty Tracking allows you to issue Returned Merchandise Authorization (RMA) numbers to customers for product to be returned, track the receipt of the RMA, determine if service is billable, and monitor expenses associated with the repair effort.
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14. Implementation System Setup Actions Tactical Process Actions 9/19/2018
MAX System Manager

15. Material Requirements Planning
Lead times
Planned receipts
BOM
Inventory
What does it take to make it?
What do we already have
Production advice
Orders
Forecasts
Purchase advice
What are we going to make?
What must we get?
MAX System Manager

16. MAX Information Flow Quotes Forecast Customer Master Scheduled RMAs
MRP
Planned Orders
Purchase Requisition
Shop Orders
Purchase Order

17. MAX Order Number Series
Unique number series assigned to a type of order
Forecast - FC Series
Sales CU Series
Master Scheduled - MS Series
MRP Planned Orders - PL Series
Shop Orders - MF Series
Purchase Requisitions - PR Series
Purchase Orders - PO Series
RMAs/Warranty - N/A Series
Quotes N/A Series

18. MAX Order Number Flow Quote-90000000 FC - 10000000 CU - 20000000MS PL
RMA PR MF PO

19. Order Status defines where an order is in its life cycle
MAX Order Status
Order Status defines where an order is in its life cycle
- Not all orders have the same life cycle
Planned = 1
Approved = 2
Released = 3
Completed = 4
Closed = 5
Cancelled = 6
Order is in Planning Stage
Order is Approved for Production
Order is Released/Open
Order has been Completed
Order is Closed by Accounting
Order has been Cancelled

20. MAX Order Status Quote – 3 or 4 Master Scheduled Forecast Sales Order
1-6
Sales Order
3-6
Master Scheduled
1-6
Planned Order
1-2
RMA
Requisition 3
Shop Order
3-6 PO
3-6

21. MAX System Manager

22. What you have learned Some Basics How to Use the System Manager to….
Navigate
Set System Configuration Data
Maintain Users and Set Security
How to Customize System Manager and Personalize the system
How to Run Custom Reports
Review your License and Activate
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MAX System Manager

23. Additional Resources MAX Documentation PDF Files Customer Portal
Available Through the System Manager Document Links
Additional Documents in the \RMServer\Doc Folder on your Server
Customer Portal
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MAX System Manager

24. MAX System Manager/Navigation
Questions ?

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MAX System Manager
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