Machine LMH Used to define an individual piece of equipment. Machines are linked to a work center and contain an efficiency factor and a machine speed factor. If multiple machines are linked to one work center, the available capacity for the work center is computed based on the average of all machines.
Routings can be maintained globally, by facility and by method code. Method codes are used to define secondary routings for the same item The blank method code routing is assumed to be the primary routing. BIll-of -materials can be maintained globally by facility and by method code.
Method codes are used to define secondary bill-of-materials bill of materials for the same item. The blank method code bill-of-material is assumed to be the primary bill-of-material. Machine LMH Used to create single level bill-of-materials for assortment and kit processing. All planning bill-of materials t i l are global. Alternative Alt ti method th d codes d are maintained i t i d using i method th d code d maintenance i t SYS If the item is change controlled, then bill-of-material maintenance must be performed with Engineering Change Order Maintenance BOM and cannot be performed using Manufacturing Data Maintenance BOM Engineering change can be controlled at the following four levels: 1.
A record is created each time a revision level changes. The current revision level can update the item master revision level field. Approval pp p processes can be created for items and drawings. Approval steps can be defined as required And also as valid posting steps.
They are next , current and old. All maintenance is performed against the next release and then through release conversion, the next release becomes the current, the current becomes the old, the old is deleted or updates history.
Concept 2 Release management and shipping information is maintained on the customer master and defaults into the address master and can be overridden. The release management and shipping information from the address master defaults into the contract and can be overridden. An estimated percentage can be defined fro each item to indicate the estimated percentage of sales the item will contribute to the family family.
Release management tracks the actual sales by item and compares the actual percentage to the estimated percentage and calculates a variance. Items are assigned to groups and groups are assigned to families. You can have multiple groups per family. From each group, you can define standard pack size, label type and container type type. Concept 2 Pricing can be established at four levels. Promotion Master. Promotion calendars are created by company and year and can have up to 99 periods per year.
The start date and end date determine if a customer order qualifies for the promotion. Promotions can be created and retrieved using item and customer information.
These notes can be selectively printed on acknowledgments,invoices and statements. Special p p pricing g can be controlled by y customer or salesperson based on a system parameter setting. A soft allocation is the total quantity of an item needed for customer orders.
Soft allocations are created against the warehouse level and can go negatvie. Hard allocations occur when inventory is reserved from a specific location to a specific customer order. Hard allocations are created against the location ,lot or container level and cannot go negative.
Logical customers can be created to facilitate corporate and sales hierarchical relationships. Address EST Used to maintain address, release management and shipping information for your customers. Information related to release management and customer minimum standard and incremental order quantities can be entered minimum, entered.
Once established, customer orders can be entered using your customers item number or your item number this processing option is controlled on the customer master. The five basic processing events for a customer order are: 1.
Order Entry Icon 2. Pick Release ORD 3. Pick Confirm ORD 4. Billing BIL Order class are system reserved and order class are user defined. Allocation, but from Where? Must load postal codes in warehouse master,customer master and ship-to master in order for OLM to work correctly Must load weight, volume and pallet information in item master in order for OLM to work correctly.
Loads can be planned,firmed,released or dispatched. Loads are comprised of shipment s and shipment s are comprised of customer order s. Concept 2 Freight charges can be automatically calculated and be based on weight, volume,distance or a flat charge. Concept 2 Invoice processing and invoice printing can be performed in a one step process or can be performed in a two step process. Reason codes are used to determine which event will be used to create the journal entry in CEA.
By having different reason codes,different reason codes,different functions or transactions can use different events to create different journal entries. When performing the function or transaction,the default reason code is retrieved and in some instances can be overridden by the user. Logical customers can be created to facilitate and sales hierarchical relationships. Each customer can have a unique:. Customer term codes are used to determine invoice due days,discount due days and discount percentage.
Profit centers are no longer required for general ledger processing but could be used for reference information. Dunning Letter Set RLT Used to maintain the dunning letter sets which define the folder and documents whick are used during dunning generation. Customer types are assigned a currency code. Note types are assigned to notes and could be used to help identify the reason for the note.
Notes can be entered at the customer level or the invoice level. When notes are entered,a note type and contact name are attached to the notes. Notes can be manually created or system created. Notes are maintained using Notes ACR Contact RNM Used to maintain information related to the customer or invoice contact. Multiple contacts can be created for each customer, as well as for each invoice. Contacts are assigned to notes. Contacts are maintained using Notes ACR System Notes RNT Used to maintain the note description and the number of days to keep the system y g generated notes in the system.
The forecasting technique with the lowest calculated forecast error is selected and used to generate future forecasts. Concept 2 Three different sources of data can be used to generate forecasts. Open customer orders,old forecasts or shipment history can be used as the basis data for modeling and forecast generation.
Forecast periods are created by warehouse and year with up to 13 periods. Up to 99 user defined seasonality codes can be created. Seasonality code 00 is system reserved and uses factor 1. Use code 00 when not using seasonality. Seasonality codes are assigned to item classes or item numbers numbers.
Forecasting FOR 5. Basis data can be automatically or manually loaded. Basis data can be automatically loaded from open customer orders,old forecast or shipment history. Seasonality history can be automatically or manually loaded. Seasonality history can be automatically loaded by running year end programs. Simulation Security Codes ZPA Used to maintain the simulation codes that can be required when copying simulated forecasts into production files.
A released resupply order is a customer order with order type 9. Once converted, the customer order drives demand on the from facility. The customer order is processed like any other customer. The customer order is picked picked, confirmed and dispatched dispatched.
When the customer order is confirmed, on-hand inventory is reduced at the from facility and shown as in-transit at the to facility. The in-transit inventory is similar to a scheduled purchase order receipt. Where e e the e material ae a a arrives es a at the e to o facility, ac y, a Resupply esupp y O Order de Receipt ece p DRP is performed which increases the on-hand inventory at the to facility and reduces the in-transit.
Distribution relationships define by item, the from facility and the to facility. Each distribution relationship has a start date and end date and these dates determine if planned resupply orders are created during DRP Generation DRP Information such as planner code, minimum balance, order policy code and lead time are maintained by item and facility facility.
Shipping Calendar DCL Used to maintain a fixed shipping pp g schedule between one facility y and another. For each ship date, available volume, pallets and weight information can be entered which will be used by the Transportation Planning Report DRP Time frames are composed of 40 user defined buckets of time.
Each bucket is defined to be X days in length. When running reports, the user can select a time frame to use which will group the data into the buckets buckets. If planning by facility, then MPS and MRP are run by facility and only supply and demand within that facility are considered. If planning globally, no facility is required when running MPS and MRP and all supply and demand in the entire database is considered.
If run in regeneration mode, all items are planned. Information such as planner code, lead-time, order policy code and minimum balance are maintained in the item master. You can define customer minimum, standard and incremental order quantities. The planning data from the item master defaults into the facility planning data and can be overridden.
When running reports, the user can select a time frame to use which will group the data into the buckets, The default time frame for MPS and MRP is time frame M. Once these shop order files have been created, any changes to the engineering bill-ofmaterial or routing DO NOT update the shop order files and vice versa versa.
A soft allocation is the total quantity of an item needed for shop orders. Hard allocations occur when inventory is reserved from a specific location to a specific shop order. Hard allocations are created against the location, lot or container level and cannot go negative.
Information such as labor rate and labor grade are entered and used during production reporting to determine the labor rate applied to labor tickets. The shop calendar is used for planning and scheduling processes. The information can selectively be printed on shop packets. Notes can be entered by operation and component.
Concept 3 The Just-in-Time product does not create hard allocations unless the component is lot controlled. Information such as labor rate and labor grade are entered and sued during production reporting to determine the labor rate applied to labor tickets. The shop calendar indicates which days are working days and which days are non-working days. The shop calendar is used from planning and scheduling processes.
Override Location IWI Used to maintain the override location which is used during production reporting and component backflushing. The major differences between them are:. Finally, Finally a capacity loading code indicates what type of hours run, machine, setup or none are accumulated at this work center.
Contract processing information such as, schedule horizon, print frequency, shipping pattern, time period and release method are maintained on the vendor master file. Several of these fields default into the contract detail file and can be overridden. Address EST Used to maintain the different delivery address ship-tos used during purchase order creation and printing.
Multiple ship-tos could be created to support different receiving plants, warehouses and docks. Vendor quotes are established by vendor with starting and ending dates. Up to eight quantity price beraks can be established for each vendor quote. Vendor quotes are used during purchase order creation to determine the expected purchase order price. Vendor quotes need to be linked to a valid contract in order d f for pricing i i i information f ti t to print i t on th the contract t t purchase h order d PUR PUR A commodity code is codes as either material or service.
Special Charges HPC Used to maintain codes for special charges which can be attached to purchase orders. Special charge codes could be set-up for special handling charges or premium freight charges. Authorization HAU Used to establish the dollar authorization limits from system users and who must approve if the authorization limit is exceeded.
Using on-line authorization is controlled by a system parameter and if used, purchase orders must be approved on-line on line before being printed printed. Shipping patterns define what days you will accept deliveries. Purchase order due dates are adjusted to match the valid delivery days from the shipping pattern. When contracts are created, the shipping pattern from the vendor master defaults as the shipping pattern on the contract detail and can be overridden.
Time Periods HTM Used to subdivide y your planning p g horizon into user defined buckets that are used to group data when printing vendor schedules PUR Up to 99 buckets can be defined with each bucket being X number of days in length. Clause codes can be assigned to individual purchase order, assigned to contracts or assigned as one time clause codes as part of the contract purchase order and vendor schedule printing process. The inbound delivery number is system assigned using the next inbound delivery number from Inbound Delivery Parameter Generation ILM In addition, freight rates are established based on weight, distance, volume or a flat charge.
For each freight term, you indicate whether the fright charge should be added to the customers invoice or if a separate invoice should be created. Duties, insurance, freight and processing fees are examples of shipping charges that your organization may incur. Fox example, for the mode of transportation land, the means could be truckload TL or less than truckload LTL. In addition, minimum and maximum values can be established for weight, volume and pallets.
Postal Code LPC Used to maintain the location, state and country for each postal code used by your organization. Unique distance matrices can be established by modes of transportation. Country codes are assigned in many master files such as vendor, customer, warehouse and ship-to.
Countries are maintained using Countries SYS Duty LDT Used to maintain duty codes and the duty percentage. Duty codes can be cross referenced to countries and harmonization codes. Duties are maintained using Duties OLM For a list of standard harmonization codes refer to a US Customs handbook. By having different reason codes, different journal entries. When performing the function or transaction, the default reason code is retrieved and in some instances can be overridden by the user.
Contract processing information such as schedule horizon, print frequency, shipping pattern, time period and release method are maintained on the vendor master file. Document Sequence RDS Used to maintain the prefix code, current year, next year, sequence numbers and prefix type for document sequences. Vendor types are assigned a currency code.
This b i business i includes l d purchasing h i f from vendors d and d selling lli t to customers. For example, you may define a spot rate used for transaction processing and a month end rate fro revaluation processing. Exchange Rate GCC Used to define the exchange rate between two currency codes for a specific rate type.
It is only a teenager. Don't worry, we all have bias, sometimes say ugly things. It has thousands of programs. The interface standard is called There's one which comes from IBM, and there are some 3rd party alternatives. They users are probably on some version of Microsoft Windows, like XP or 8.
There may also be 3rd party add-ons. Each of these things has a version , all of them use a similar standard, so it is easy to try to look up what version and get the wrong id.
It is important to know which you are on, because that impacts what you can do, what manuals you need access to. We have one of the last ones every made. The Operating System advanced over the new boxes, with a lot in common with what existed 20 years ago. A well stocked company library ought to have a dozen different ones, at least. Some companies have people who throw away manuals when THEY do not need them any more. I have even had auditors do this, then the next year audit have the gall to ask for the manuals that THEY threw away.
These classes are typically going to some out-of-town place for a week or two, with the costs of transportation and motel, in addition to the class. Smart companies, of which there are damn few, arrange to have a BPCS professor come to the company, teach class on company facilities, or nearby meeting room at hotel or restaurant, and have employees in the class.
The cost is microscopic compared to sending employees to BPCS University, because only the instructor needs the transportation and hotel costs. If BPCS was not installed properly at the company, or was later messed up, all is not lost.
It is possible that stuff has not been thrown out, can be found. Then there is tech support. Many companies have a contract with a tech support place, which might be Infor, UPI, or some other place.
These tech support places can help reconstruct what was accidentally messed up. If BPCS was installed properly at the company, which is a big if, and not messed up like at Colin's company where critical systems got deleted but not fixed, then you should have on-line: BPCSDOC which is a poor man's documentation, for companies which are too cheap to get real documentation.
Expect to spend several weeks studying it, before it makes much sense. End users should not need into most of that stuff. In one of your communications, it sounded like HELP was not working for you. It may be that you had pressed the HELP key on some keyboard.
It could be that you lucked onto one of those. Ask IT staff of your company if F1-help has been disabled, if they know. One of the optional features was a lot of HELP support, which some companies decide not to install, because of the amount of disk space it eats.
For whatever reason, some companies decide not to install that. In my opinion, that is a false economy, big time. But some companies decide to save money on resources. In the Security setup, there's a way to turn it on or off, so some users have access and some do not.
Ask your IT staff for clarification.
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