2 Extend Production Orders to Full Manufacturing Designed forMake to Order / Job ShopMake to Stock / RepetitiveKey CapabilitiesJob Costing & SchedulingData CollectionQuality ManagementEngineering Change & Revision TrackingEstimatingReporting
3 Set up Items - Define Sales, Purchase, Planning Specify Default Vendor, Manufacturer, Warehouse, Costing Method, Properties, Images/Drawings, Remarks, Planning Method, Procurement Method, Order Interval, Multiples, Minimums, and Lead Times.And if the part is under ECN control
4 Scheduling & Costing – Set up by Resource Define your resources by work center & departmentCosting: Direct Labor w/Setup or Rework Options for labor operations Outside Services for sub-contracted operations.Overhead: Set the overhead rates to apply overhead to labor.Capacity: By day of the week, with exceptions for company holidays, or downtime.
5 Bill of MaterialsMultiple Level, Indented Bill of Materials
6 Bill of ManufacturingMaterials (from item master) are identified and displayed differently from operations (from resource master). The S# is the sequence number of the operations, and ties the materials to a specific operation step.The icon indicates if it is a direct, material, assembly, phantom, outside service, or rework.Work Instructions can be added for later printing on the traveler.Attach drawings and/or media files like pictures or video clips for viewing on the shop floor.
7 Define Forecasts, if desired, and drive production based on forecast, sales, purchasing, and inventory
8 Create Production Orders through MRP & Order Recommendation Orders can be set to auto release when created
9 Create Production Orders for Make to Order MTO – Make To Order - auto creates a Special Production Order linked to the Sales OrderETD – Estimated Time to Deliver – auto estimates delivery time according to the production schedule
10 Create & Receive Purchase Orders directly to a Production Order
11 Schedule Production Production Order scheduling priority can be set The can be viewed in report format, and edited before publishing it to the floor.Production Order scheduling priority can be set
12 Scheduling and Reporting Optionally, you can export the schedule to MS Project for further reporting and analysis.Gantt charts, as well as capacity histograms are available.
15 Production Order Status Reporting The scheduler fills in the estimated start date and finish date. Data Collection or Labor Ticket Entry completes the actual start/finish dates.The completed quantity is reported, and the operation status (Complete, In Process, Not Started)
16 Data Collect One for Production Bar Code Data Collection for Production & QualitySupports PC Workstations, Tablets or Wireless Hand Held'sData Collection with:Bar Code EntryTouch ScreenQuality Data CollectionReportingDistribution FunctionalityProduction Functionality
17 Data Collection - Bar Code Labor Entry User scans the bar coded production order to clock into the job. After completing the operation, user enters/confirms the hours and enters qty complete.
18 Data Collection - Touch Screen Labor Entry The user logs into a department. A list of operations/jobs that are scheduled for that department are displayed. The user selects and starts the job.
19 Data Collection - Touch Screen Labor Entry View work instructions, pictures, drawings, and videos on the shop floor
20 Data Collection – Workorderless Kanban Backflush Some items may be managed through kanbans. Data Collect lets the user enter the item, the quantity, and it creates the production order and back flushes the labor and materials
21 Quality - Data Collection Setup Quality Data Templates can be setup using user defined tables and fields
22 Quality - Data Collection Shop Floor Entry When operations are completed, they are prompted for the required data
23 Shop Floor ReportingDevelop Reports in Report Writer format and print them on the Shop Floor
24 ECN’s & Revision Control An item can be flagged as being under revision control with effectivity datesYou can review history, or create a new revision.
25 ECN’s & Revision Control An item under revision control maintains a record of changes (adds, updates, deletes) until approved. Previous revisions are stored, and can be reviewed, or used to create a new production order.
26 Where Used Look UpAn item can be queried as to where it is used in BOM’s and/or Production Orders.
27 Sales Quotes with XL Estimator XL Estimator updates quote lines with items & pricesLaunch an Excel Spreadsheet from Quoting,Estimate Labor, Materials, Costs & Margin/PricingXL Estimator adds the ability to create and link an Excel Spreadsheet estimate of labor & materials to Sales QuotationsWhen a Quote is copied to Sales Order, a Production Order is created from Estimate