NSCTLMN3 Help - Elliott Business Software



Global Setup

Global Setup

I/M Global Control

 

From Elliott Main Menu go to à Util-setup à Global setup à  Dist à I/m global control

 

 

Global Control Setup Screen

 

 

This screen controls which features and options you want to use to enhance the functionality of your Inventory Management module.   Rather than default install these items, we let you “Pick and Choose.”

Allow Mass Purging of Items In Range

 

Field 1:   This enhancement will allow you to purge a range of item records rather than having to delete them one at a time.  This mass item purge utility will delete item master record(s), inventory location records(s), and multi-bin record(s) based on the cutoff date.  The item record will be deleted if the following conditions exist:  item has no qty on hand, no qty on order, no qty allocated, no back orders, there are no sales or any other activities for this item for the past and current year, and the item’s last access or last sold date was before the cut-off date.

 

1.       Allow Mass Purging Item In Range?

Answer “Y” if you wish to use this function.

 

 

Figure 3C.2 shows how to Purge in Inventory File Maint.

 

In the above example the pop up window displays the conditions for purging items.  Any items that were accessed on 12/31/97 or earlier will be deleted.  If the item’s last access date was 01/01/98, then this item will not be deleted.

 

Default Physical Count To Auto Entry Mode

 

 

Field 2.  

 

 

How Many Days To Keep Newly Received Items

 

Field 3.   Determines how long an item’s receiving is reflected in the Available To Promise (ATP) Inquiry and Report.  

 

Item Generic Search With Quantity Available

 

Field 4.   With this enhancement the user has the capability of when searching for an item the quantity-available is displayed.  This quantity available is taken from the item file.  It does not take into consideration the quantity on order from a vendor or customer, and quantity in production.  This enhancement can be accessed wherever generic item search can be accessed.

 

Please note:  Qty-Avail  =  Item-Qty-OH  -  Item-Qty-Alloc.

 

The Item file is the only place from which quantity-available is obtained; as a result, if you are using multiple warehouses, the quantity in other locations will not show up. If you find this misleading, you may want to turn off this feature. For single warehouse users, you should not have any problems and find this enhancement very useful.

 

 

Item Generic Search With 2 Description Line

 

Field 5.            This function allows you to see 2 description lines in the Item Search Window.  

 

Answer “Y” if you wish to use this function.

 

 

Must Mat Cost Type/Loc Acct Exist For Transfer

 

Field 6:    This is a control feature that ensures proper Inventory Asset Account Balances when transferring inventory from location to location.  If this flag is set “N” the posting will be to the default Asset Account setup in I/M Setup.         

 

 

I/M User Defined Code Literal

 

The I/M User defined Code is used in conjunction with the Bill of Lading program.  Please refer to the Bill of Lading documentation in the COP manual.  The literal you enter here replaces the default description of “User Def Code” in field 4 of the Inventory Master Item file, (Base Data screen 1). 

 

 

Auto Create Inventory Location Control Record

 

Field 8.            For every item you want to stock at another location, it must be defined in the Location control file. Depending on the processing step, this function allows you to it automatically by:

 

 

1.                   When adding a new item, it gives you the option via a screen prompt to automatically create Inventory Location Records, (Location Control File), for all locations, (Location File).

 

2.                   When adding, receiving, or transferring item(s) not defined in the Location Control file, the will system will prompt you with “Item Not stocked At This Location.  Do You Wish To Add?”  This is gives the user the ability to create a new location control record on the fly.

 

 

Answer “Y” if you wish to use this function.

 

Show Bin Number On Stock Status Inquiry

 

Field 9.            This function allows you to view bin number in Stock Status Inquiry.

 

Answer “Y” if you wish to use this function.

 

 

Stock Status Inquiry w/Bin No. Displayed

 

I/M Trx Default Receiving Account

 

The distribution account in Inventory Receiving defaults to the account number you enter here.  This prevents the user from having to do a look up or from entering an incorrect posting account number.  At time of data entry or if in “I/M Processing Change Mode,” users can override the default value.

 

I/M Trx Default Issuing Account

 

The distribution account in Inventory Issuing defaults to the account number you enter here.  This prevents the user from having to do a look up or from entering an incorrect posting account number.  At time of data entry or if in “I/M Processing Change Mode,” users can override the default value.

 

 

Display Item History Information

 

This function will allow you to view additional history information from the Item Master File and during Item File Inquiry.  The inquiry windows are similar to Standard Elliott Item History Report. 

 

Run Instructions

 

From Elliott Main Menu go to à Util-setup à Global setup à  Dist à Display item history info

 

 

 

Field 1:   Display Item Quantity Sold?

              Answer “Y” if you wish to display the item quantity sold when inquiring item history information.

 

Field 2:   Display Item Sales Amount?

              Answer “Y” if you wish to display the item sales amount when inquiring item history information.

 

Field 3:   Display Item Usage?

              Answer “Y” if you wish to display the item usage when inquiring item history information.

 

Field 4.   Display Item Cost?

              Answer “Y” if you wish to display item cost when inquiring item history information.

 

 

 

 

When you press the F6 function key, a popup window will display the following options: 1. Regular note, 2. Tickler Note, 3. User Note, 4. Elliott Note, and 5. Item History.  After selecting Item History, the system will display the window below showing historical information for:  Ptd. Qty. sold, Ptd. Sales Amt., Ptd. Usage, and Ptd. Cost Amt. as shown below. 

 

 

 

 

Substitute Item Class File

Application Overview

 

You can now define multiple substitute items in a class instead of one substitute item only.  During order entry, if there is insufficient quantity for an item, the system will prompt if you would like to use substitute item.  If you answer “Yes”, a window showing multiple substitute items will display.  You can choose which substitute item to use.  A similar function also exists in The Stock Status Inquiry Plus screen.

 

Before you can begin using this function you will need to setup the Five Additional Item Search Keys Enhancement and generate an Item index key, see Systems Manager Manual Global Setup for System and Utility. 

Run Instructions

 

From Elliott Main Menu go to à Util-setup à Global setup à  Dist à Substitute item control

 

 

Field 1.   Use Substitute Item Enhancement?

              Answer “Y” to enable this enhancement.  Otherwise, answer “N” to disable function.

 

Field 2.   Search Window Display Form

There are two options for this field:  1 = One Line Info. or 2 = Two Line Info. 

 

If you answer “1” in this field, the system will display a one line item description for the substitute items.  After you type 1 and press <Enter>, a popup window will display prompting the message “Display Qty In Search Window:”.  This message is asking you what information  (bottom menu) you would like to display in the Substitute Item Search Window.  You have three options: 1= Qty. On Hand & Qty. Available, 2= Qty. On Hand & Qty. On Order, and 3= Qty. Avail & Qty. On Order. 

 

If you answer “2”, the system will display a two-line description.  Additionally, it will also display the Qty. On Hand, Qty. On Order, Qty. Avail and Qty Allocated.

 

Using Substitute Item Enhancement

 

After setting up the Search and Index keys, the next step, (Inventory Maintenance – Substitute Item Class File Maintenance), is to define the item class under the Substitute Item Class File Maintenance as shown in Figures 3F.5.  This Item Class can be assigned to as many Item Master record(s) as needed for a substitute reference, (Figure 3F.6, Field 10).

 

 

Figure 3F.5

 

 

           

 

Figure 3F.6

 

 

COP Order Entry

 

Figure 3F.7 shows an example of the display screen for the Multiple Substitute Item Enhancement.

 

 

Figure 3F.7 shows how this enhancement works during COP Order Entry.

 

 

Stock Status Inquiry

 

When you inquire on Stock Status, you can press the [F1] Subs Item Srch key to display all the substitute item defined for this particular item (Figure 3F.8).

 

 

Figure 3F.8

 

 

 

 

Global Setup

P/O Global Control

 

Setup

 

1.   Select Util-Setup from the Elliott Main Menu.

  1. Select Global Setup
  2. Select Dist.

4.       Select P/O Global Control

 

 

Fig. 3D.1 P/O enhancement setup screen

 

Display Total Weight/Volume/Amount During Po Entry

 

During Purchase Order Entry, the system will show either the weight or volume information.  It will also show the accumulated weight or volume information for each line item.  This is helpful when you need to determine if a container has reached its maximum weight or volume capacity.

 

Usage Instructions

 

As mentioned earlier, with this enhancement the system will allow you to enter volume information in the Item File Maintenance.  If you answered “V” in the enhancements setup as shown in Figure 3D.1, make sure that you have the volume information defined in the Item Master File field (89) as shown in Figure 3D.2.

 

 

Figure 3D.2.

 

 

After setting up the enhancement, during PO Order Entry, the system will show the line volume field in the line item screen.  In our example (Figure 3D.3), the first line item quantity ordered is 12.  After entering 12 and pressing <Enter> the system automatically calculates the line volume based on the volume information entered in Item File Maintenance (Figure 3D.2).  After completing the first line item, the system displays the accumulated volume at the upper right corner of the screen as shown in Figure 3D.4.  The accumulated volume field has been updated to reflect the total volume of both line items entered for this purchase order.  

 

 

 

The examples above show how volume information is displayed in PO Order Entry.  Should you decide to use weight or amount instead of volume, the entry screen will have the accumulated weight or amount information instead of volume information.

 

Warning:  You can override the PO order header weight/volume field (Figure 3D.4) in the header screen.  However, you should not override this field because you will cause the accumulated weight/volume/amount in the line item screen to display an incorrect value. 

 

Use Hold Posting Flag in P/O Receiving

 

This function allows you to put the receiving transaction(s) on hold.  When using Landed Cost and using the vessel file to automatically calculate Landed Cost, this flag must be set to “Y”.  When you press <Enter>, the system will display a window prompting you for the vessel number.  For more information regarding Landed Cost, refer to Section 1, Landed Cost.  This function can also be used by the purchasing agent to inspect the received items before posting.

 

 

2.         Use Hold Posting Flag In P/O Receiving?

Answer “Y” to use this function.  If you answer “Y”, then during PO Receiving, the System will display an additional field (field 12) prompting to “Hold Posting”.  If you answer “N”, then this field will not display (Figure 3D.1).

 

 

Figure 3D.5

 

 

Allow Printing of Purchase Order(s) to Disk

 

This function allows you to print a purchase order to disk (file).  This function is very useful when a printer is not available.  You can spool to disk and print from another workstation, or when a printer becomes available (Figure 3D.1).

 

 

3.         Allow Printing PO to Disk?

Answer “Y” to enable this function (Figure 3D.1).

 

Eliminate Print Alignment Message for Purchase Order

 

Standard Elliott displays this message every time you print a purchase order.  This function allows you to bypass the print alignment message.

 

2.       Eliminate print alignment msg for PO?

Answer “Y” to enable this function.

 

Eliminate Mount Form Message For Purchase Order

 

Standard Elliott displays this message every time you print a purchase order.  With this function, you can eliminate the mount form message (Figure 3D.1).

 

3.       Eliminate Mount Form Message for PO?

Answer “Y” to enable this function.

 

Print Immediate Purchase Order

 

This Enhancement allows for the convenience of printing a Purchase Order at time of entry or when in Change (Edit) mode.  This will only work when Purchase Order Status is R, (Field #4, P/O Header Screen).

 

6.   Print Immediate Purchase Order? 

Answer “Y” to enable this enhancement.

 

Printing Immediate Purchase Orders

 

Upon completion of Adding New Purchase Order or Change, message pops up in lower status bar asking if you want to print P.O. immediately (Figure 3D.6).

 

 

 

Purchase Order Entry Default Status

 

When adding new Purchase Orders the system defaults to a status of “U” (unreleased).  This was designed for those organizations requiring systematic Purchase Order Procedures & Policies, i.e., review, approval, second review and approval, etc.  Additionally, and in consideration of this, the Elliott system will not allow printing an unreleased P.O. nor will it reflect Status Type “U” in key reports.

 

For those companies not requiring such stringent Procedures and Policies or wishing to print a Purchase Order on demand, Elliott Software allows you to set the default status choice for Released or Unreleased default status.

 

  1. PO Order entry Default Status?

      Choose “R” for Released Default Status or “U” for Unreleased Default Status.

            (Figure 3D.7)    

 

 

Figure 3D.7

 

Page Break By Po# On Receiving Edit List & Posting Journals

 

The Elliott System is designed to print the above reports continuously on full pages until completion for total session reporting and documentation storage.  For those companies requiring receiving reports with payables processing , Elliott Software offers this enhancement by specific P.O. Number and Posting Journal

 

  1. Page Break by PO# On Receiving Edit List & Posting Journals?

      Answer “Y” for page breaks or “N” for continuous report.

 

Enable PO Vendor Item Price Table

 

The Elliott system is designed to default to the last cost or standard cost at the line item cost when adding a new Purchase Order.  However, there are many vendors offering price breaks by quantity ordered.  Elliott Software offers an enhancement to record, maintain and update vendor quantity pricing.  This enhancement also offers the convenience of defaulting to vendor price based on quantity ordered, as well as, viewing vendor quantity pricing using the F2 key at the line item entry of P.O. processing.

 

  1. Enable PO Vendor Item Price Table?

      Select “Y” to enable or “N” to not use the feature.

 

           

Note:  If “Y” is selected, then you will be given the option of maintaining a Vendor Price Table.  This table, 5 pricing levels based on quantity, is maintained in the Item Vendor file of the Purchase Order Module.  See Figures 3D.7 and 3D.8.

 

Enter Terms Detail On PO Header

 

When entering Purchase Orders, the system defaults to the terms code in the vendor file.  However, there are occasions when special terms are negotiated on a case by case basis or the term are applicable to a specific purchase, i.e., 5% 10 days Net 90, etc.  Elliott software offers an enhancement to handle such situations.  Additionally, revised terms in the P.O. Header will be the default terms when processing vendor invoice by the P.O. Number.

 

 

10.        Enter Terms Detail on PO Header?

            Answer “Y” to enable function.

 

     

 

 

Post PO for PO Printing Range Only

 

This is a performance enhancement for companies who maintain a large P.O. file and who do not purge historical data on a frequent basis.  Rather than scan the entire database for purchase orders to post, this enhancement will read only the range of P.O.’s printed and only post that range. 

 

The primary purpose of posting printed P.O.’s is to update the ordering information in the inventory item file.  Posting of Purchase Orders occurs as a second step to Printing P.O.’s.  After P.O.’s are printed, a window pops up and asks the user if the Purchase Orders just printed are okay.  Answering “Y” to this question starts the posting (updating of the inventory item file) process.

 

For companies with a small P.O. file, the posting time is negligible and almost unnoticed. Processing (posting) time for companies with a large P.O. file might take several minutes and it is for them that this enhancement was added.

 

10.   Post PO for PO Printing Range Only?

Answer “Y” if you have a large P.O. File and if Posting P.O.’s might be a lengthy process.

 

 

 

 

 

 

 

Purchase Order Requisition

 

Application Overview

 

This Enhancement is a preprocessing function for creating purchase orders by allowing you to enter requisition data from various modules into the PO Requisition Trx File.  It will allow the purchasing supervisor to evaluate, adjust and confirm the requisition before creating purchase orders.  The purchasing agent can use this enhancement to consolidate duplicate requisition trx.  When used effectively, the price shopping work sheet will help to analyze costs for negotiation with vendors for better pricing.

 

The advantage of this Enhancement is to manage and make adjustments to the requisition trx before creating a PO.  This includes choosing a different vendor, negotiating a better price, choosing different shipping methods, different ship-to’s, and consolidating the same vendor’s requisitions into one single PO. The enhancement also allows COP orders to copy to the PO Requisition Trx file.  Here, you can consolidate and combine requisition trx’s on a single PO when they are going to the same vendor.

 

 

 

Run Instructions

 

Goto  à Elliott main menu à Util-Setup à Global Setup à Dist à p/o reQuisition Process

 

 

Figure 3E.1  -  P/O Requisition Process Setup Screen.

 

 

1.       Default Unit Cost To Last Or Std Cost?

This is the default cost for P.O.’s.  It comes from the Inventory Item File and the two options are “L” for Last Cost and “S” for Standard Cost.  This cost can be overridden at time of entering Purchase orders.

 

 

2.       Should User Only See Their Requisition Trx?

This function also comes with security features, one of which is to allow users to only see their own requisition transaction.  Answer “Y” to enable this function.  If you answer “Y”, a window will display allowing you to define supervisors (users) who are authorized to see all requisitions (Figure 3E.2).  You can define up to five supervisors.

 

 

Figure 3E.2

 

 

3.       Should Non-Supervisor Confirm A Trx?

This flag provides an additional security feature.  If you answer “Y” to this question, the system will allow non-supervisors to confirm requisitions (Figure 3E.3).  However, if you answer “N”, then only supervisors can confirm requisitions, and non-supervisors will not be able to see the confirmed requisition(s). 

 

 

Figure 3E.3

 

 

4.       Update PO Line Comment From Req. Trx?

The Requisition Transaction allows you to enter comments.  If you answer “Y” to this question, the system will copy the comments entered in Req. Trx. to the PO.

 

 

5.       Consolidate If Request Dates Are Different?

One of the powerful features of this enhancement is the ability to consolidate requisitions before generating a PO.  Normally, requisitions are consolidated if they have the same request dates.  If you answer “Y” to this question, then requisition with different request dates can be consolidated.

 

6.       Print User Defined Cost On Vendor Worksheet?

This flag is used for reference purposes.  It can be used to assist the purchasing agent to determine which vendor(s) is providing the best deal.  The worksheet can be printed and evaluated before consolidating, confirming, and generating POs.  There are eight options to define cost on the vendor worksheet (Figure 3E4: 1 = Item Std Cost, 2 = Item Avg Cost, 3 = Item Last Cost, 4 = Item User Amount, 5 = Item Vendor Last Cost, 6 = FOB Std Cost, 7 = FOB Avg Cost, and 8 = Fob Last Cost. 

 

 

Figure 3E.4

 

7.       Turn COP Orders Into Requisitions?

This function will allow you to generate requisitions from COP sales order(s). 

Answer “Y” to enable function.  Upon completion of entering line items, a window will pop up prompting user if they wish to generate a P.O. Requisition. (Figure 3E.4a)

 

 

If you do not want Sales Order people generating Requisitions, then select “Y” to both this field and the Batch Mode Field (#9, page 37).  By selecting “Y” to Batch Mode the system will not prompt the user if they want to Automatically Update P/O and Requisition, (Figure 3E.5)

 

 

 

 

8.       Turn COP Ord. Into Req. If Vendor-No. Is Blank?

Answer “Y” to allow or “N” to disallow.  If “N” the system will not generate Requisitions for blank Vendor-No from COP Sales Orders or the Batch Mode Requisition method.  Vendor-No is Field #12 on line item entry screen (Figure 3E.6)

 

Figure 3E.6

 

 

9.       Turn COP Ord. Into Req. In Batch Mode Only?

Answer “Y” to enable this function.  Answering “Y” returns generating Requisitions over to the Purchasing Department.  The Batch Mode Generation is done in the Purchase Order module: Processing Menu Õ Requisition Processing Õ Generate.

 

 

10.   Using COP Unit Cost Or Item Unit Cost?

When generating COP orders into requisitions, the system will allow you to use the COP Unit Cost, or Item Unit Cost.  Answer “C” to use COP Unit Cost, or “I” to use

Item Unit Cost.  This is a default cost and can be overridden in the requisition or P.O.

Figure 3E.7

 

 

11.   Default Status When Generating Requisition From COP?

Before requisition(s) can be converted to Purchase Orders, the requisition status must be Confirmed.  The status of a requisition can be “S” = Shopping, “N” = Not Confirmed, “C” = Confirmed.  Normally, requisitions status is set to “N”.  However, if you wish to change this default enter the requisition status code you want to use.  Note: Shopping status means that you are looking at other vendor(s) quotes and have not decided which vendor to purchase from.

 

 

Figure 3E8

 

 

12.        Using COP Ord. No. Same As PO No When Drop Shipping?

 

Answer “Y” to match P.O. number to Sales Order number and make tracking easier. To avoid mixing different ship-to address orders on one PO, the Requisition process does not consolidate sales order drop ship transactions.  Each sales order line item that generates a requisition will become an independent purchase order.  The purchase order release number segment is used to represent each line item of a sales order. If this flag is set to Y, the following is a COP to PO numbering example when a drop ship sales order becomes a purchase order:

 

Sales Order #                Line #               Item Number                  Vendor

1234                                   1                                  Clock                                        100

1234                                   2                                  Char-Gen                                  200

1234                                   3                                  Display                                     200

 

 

Purchase Order #           Line #               Item Number                  Vendor

1234-01                   1                                  Clock                                        100

1234-02                   2                                  Char-Gen                                  200

1234-03                   3                                  Display                                     200

 

If you answer “Y” to this question, then you can have up to 99 line items in sales order so as to not to exceed the purchase order release number limitation. You should ensure that PO and COP setup have starting order numbers with two different ranges to avoid duplication.

 

Cross Reference COP to PO

 

Any Purchase Order line item that was generated via a Requisition Trx will be cross-referenced to the originating process and process number.  This cross-reference can be accessed in the Additional Comments (Expanded Comments, F2 Key) of the P.O. line item screen.

 

 

 

Global Setup

 

BOMP Global Control

 

Elliott Main à Global Setup à Dist à BOMP Global Control

 

 

Figure 3A.1 shows the setup screen BOMP Global Control

 

1. Copy Regular Cop Orders Into BOMP

 

This enhancement allows you to copy a regular order with manufactured item(s) into BOMP as a work order (like feature/option item(s)).  You can define a range of order numbers to copy into BOMP.  The system will then create the production work orders.

 

1.  Usage Instruction

This enhancement is very simple to use.  It is similar to Standard Elliott’s copy feature item to BOMP function.  When you enable the enhancement (refer to Figure 71.1), the system will display a second option, “Copy Regular Mfg. Item” (as shown in Figure 71.2). 

 

 

Figure 3A.3.

 

 After enabling this function under Enhancements Setup, the system will display a second option, “Copy Regular Mfg. Item” when you select copy COP Order into BOMP.

 

2. Default For Incr. WIP Flag When Print Wrk Ord?

 

 

This is a convenient function.  It allows you to predefine the default values to “Y” WIP Distribution and Inv Reduction, “W” WIP Distribution Only, or “N” NOWIP.

 

 

Figure 3A.4

 

 

Default For Incr. WIP Flag When Print Wrk Ord?

 

There are three options:  “N” = No WIP, “Y” = WIP Distribution, and “W” = WIP Distribution Only. 

3. Mass Item Replace With Item Number Range

 

This function enhances the Standard Elliott Mass Item Replace function in BOMP.  The Standard Elliott function will replace all parent items with the new component(s). However, with this feature, you can define a range of parent items.

 

 

Figure 3A.5 shows the Mass Item Replace With Item No. Range Option enabled.

 

 

4. Enable Immediate Production Trx Posting?

 

Allows production transactions to be immediately posted.

 

5. Is Parent Item’s Lot Same as Component’s?

 

Indicate whether the parent and component share the same lot number.

 

6. Warning If Enter WO for Parent Item W/O Comp?

 

A warning can be given if a work order is entered for an item without components.

 

7. Production Order ‘Allocate Inventory’ Default

 

You can specify if a work order should allocate inventory by default.

 

8. Check Comp Availability When Enter BOMP WO?

 

The system can check the availability of components when a work order is entered for an item.

 

9. Next Web BOMP Production Order No?

 

Enter the next Web BOMP Order Number.

 

10. Buffer Days to Use When Copy COP to BOMP WO?

 

How many buffer days should the system use when an order is copied from COP?

 

11. Change Feature/Option WO Copied from COP?

 

Indicate whether feature and option items should be changed when copied from COP.

 

12. Report Time for Plus Work Order

 

Options:

o        “Y” (Default) – The system will track operator time and production time. Labor Cost and Burden Cost will be calculated based on time information for each production.

o        “N” – The system will not track any time information and assumes no Labor and Burden Cost for the production.  A simplified interface will be provided for scanning work.  The system can still provide the current status in the shop. (Note: this flag cannot set to “N” at this moment.)

 

13. Outside Process Absorbed Account

 

This account needs to be entered if the production routings include an outside process.

 

14. Default Labor Absorbed Account

 

Newly created Department and Work Center entries will default to this value for the labor absorb account.  It can be overridden in at Department Level and Work Center Level.

 

15. Default Burden Absorbed Account

 

This account can be overridden at the Department Level and Work Center Level.

 

16. Def Copy Comp to Which Oper for Plus WO?

 

Plus Work Order introduces routings which contain one or more steps to complete parent items.  If the material issue point is not specified, the system will pick a step as the default material issue point based on this setting.

Options:

o        A (Default) – Attached Operation.  If the Attached Operation Number (5. Attaching Operation) is specified in the Product Structure, the system will use a corresponding operation if Operation Number exists in the routing.  If Operation does not exist or the Attached Operation Number is blank, the system will use the first operation.

o        C – Currently Highlighted Operation.  The highlighted operation will be used during data entry, like selecting a routing though Production Routing Maintenance.  If there is no user interface, which is the case when a COP order is copied to BOMP, the first operation is used.

o        F – Always use the first operation.

o        L – Always use the last operation.

 

17. Default Material Issue Point for Material WO

 

Enter the default material issue point for Material Work Orders.

 

18. Prompt for New Operator ID for Each Actv. Scan

 

When operators select the Work Order Production function to report their jobs for a production, they will be prompted for an Operator ID and password.  If this computer is shared by other operators, the system should prompt for the ID and password each time.  Otherwise, the ID and password are only required the first time.  This is the default setting for the whole Elliott system, but you can override this.

Options:

o        “Y” (Default) – The system always prompts for Operator ID and password.

o        “N” – The system only prompts for the Operator ID and password the first time selected.

 

 

(Figure 6)  BOMP Global Setup page 2

 

21. Immediately Post For Completed Scan Trx?

 

Allows an operator to immediately post the transaction that was reported through Work Order Production.  Transactions reported in Production Transaction Processing use another flag to control immediate posting.

Options:

o        “Y” (Default) – Allows you to post the transaction immediately.

o        “N” – Not allow.

 

22. Default for Work Order Exact Qty Flag?

 

WO+ introduces a new flag for each work order, Exact Qty Flag, where selecting “Y” indicates the quantity completed must match the quantity ordered.  This global setup field is the default value for Exact Qty Flag, which appears when a work order is created through Work Order Entry.

Options:

o        “N” (Default) – The default value is “N”.

o        “Y” – The default value is “Y”.

 

23. Default for WO Copy from COP Exact Qty Flag?

 

This is the default value of Exact Qty Flag when an order is copied from a COP Order.

Options:

o        “N” (Default) – The default value is “N”.

o        “Y” – The default value is “Y”.

 

24. Default WO CSV Export Path and File Name

 

Enter the default path and file name for the Work Order CSV export file.

 

25. Default WO Report/CSV Export Sorting Sequence

 

Enter the default sorting sequence for the Work Order report CSV export

 

26. Force Logoff If Logon Over This Hours

 

Operators may forget to log off of the system and this can cause problems with production reporting.  This field indicates the number of hours before the system considers it an exception.  When this is exceeded the system will log the operator off and create an exception log.  End Of Day and Meal Break are both considered a logoff function.

Options:

o        0 (Default ) – 12 Hours

 

27. Warning if Operator has no Break Aft This Hrs

 

A warning is given when the number of hours logged in exceeds this value without a break, normal or meal break.

Options:

o        0 (Default ) – 6 Hours

 

28. Default Direct Labor Grade in Work Order Plus

 

Default value for the Direct Labor Grade field in Departments and Work Centers. This labor grade is used for evaluations.

 

29. Default Shared Labor Grade in Work Order Plus

 

Default value for the Shared Labor Grade field in Departments and Work Centers. This labor grade is used for evaluations.

 

30. Default Machine Hours Calculation Method

 

Default value for the Machine Hours Calculation Method in Departments and Work Centers.  This flag describes how the machine is operated in the work center and how the machine hours can be calculated.

Options:

o        “M” (Default) – Man-Hours.  Use this option when all the crew members are operating the same machine at one time.  A Machine Hour is equal to the hours the crew spends on it. (Machine Hours = Labor Hours).

o        “C” – Crew-Hours.  Use this option when each crew member is operating their own machine.  A Machine Hour is the sum of the hours that each crew member spends on it. (Machine Hours = Labor Hours times Number Of Crew Members).

o        “S” – This means Machine Hours is not always related to Labor Hours. This is for situations where the machine can run independently without an operator involved, like a Computer Numerical Controlled (CNC) Machine. If “S” is selected, the following question will appear:

 

Default Machine Ends by Default If Labor Ends

 

Since a machine can run without an operator, this flag indicates the default behavior of a work center machine when an operator leaves.  You can always override this behavior.

Options:

o        “Y” – The machine usually stops after the operator leaves.

o        “N” – The machine keeps working after the operator leaves.

 

31. Def Days to Show in WC Oper Prod Activities

 

An option in the Work Center Operation/Inquiry screen shows all the production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.

Options:

o        0 (Default) – All records

 

32. Def Days to Show in WC Oper Completed Prod

 

An option in the Work Center Operation/Inquiry screen shows the completed production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.

Options:

o        0 (Default) – All records

 

33. Def Days to Show in WC Oper Terminated Prod

 

An option in the Work Center Operation/Inquiry screen shows the cancelled production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.

Options:

o        0 (Default) – All records

 

34. Default Days to Show on Oper Time Clock Scrn

 

This value defines how many days will be displayed in the Operator Time Clock Maintenance/Inquiry.  Qualified users can override this during the inquiry.

Options:

o        0 (Default) – All records

 

35. Default Shift for Operator

 

Default value for Operator file.

 

36. Copy PO FOB Cost to WO+ Outside Process

 

When products return from an outside process and the operator enters the Purchase Order Number of the outside process on the Production Transaction, this flag indicates if the system should use the most current FOB Cost in Purchase Order or the cost in Order Routing to calculate the outside process cost.

Options:

o        “Y” (Default) – If a valid purchase order number is entered when reporting an Outside Process the system will use the FOB Cost from the PO Line Item instead of the one defined in Order Routing.

o        “N” – Always use the pre-defined value in Order Routing.

 

37. Update PO Receiving thru WO+ Outside Proc Rpt

 

When an operator reports the Purchase Order Number for an Outside Process, this flag indicates if the system should create a PO Receiving Record when the production transaction is posted.

Options:

o        “Y” (Default) – If a valid PO number is entered for outside processing, the system will create a PO Receiving Transaction once the transaction is posted.

o        “N” – Never do PO Receiving though WO+.

 

 

(Figure 7)  BOMP Global Setup page 3

 

38. Break Begin Time Diff to Cause Exception

 

If an operator clocks out for a break earlier or later than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and will notify the manager through an Elliott Event.  The system will determine if it is 1st Break or 2nd Break based on the time it takes place.  The manager can also specify a different value for each operator in the Operator File.

 

If the difference is negative, the operator took a break too early.  If it is positive, the operator took a break too late.

 

Options:

o        0 (Default) – Disable checking.

 

39. Total Break Time Exceed to Cause Exception

 

If an operator records a break time longer or shorter than the defined time in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and will notify the manager through an Elliott Event.  The system will determine if it is 1st Break or 2nd Break based on the time it takes place.  The manager can also specify a different value for each operator in the Operator File.

 

It is only considered an exception when the operator’s break is too long.

 

Options:

o        0 (Default) – Disable checking.

 

40. Meal Begin Time Diff to Cause Exception

 

If an operator records a meal break earlier or later than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and notify the manager through an Elliott Event. The manager can also specify a different value for each operator in the Operator File.

Options:

o        0 (Default) – Disable checking.

 

41. Total Meal Time Diff to Cause Exception

 

If an operator records a meal break longer or shorter than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and notify the manager through an Elliott Event. The manager can also specify a different value for each operator in the Operator File.

 

It is only considered an exception when the operator’s meal break is too long.

 

Options:

o        0 (Default) – Disable checking.

 

42. Job No Default Value When Copy from COP

 

This flag will indicate which value will be used as the Job Number by default when a work order is copied from a COP sales order.

Options:

o        “J” (Default) – Sales Order’s Job Number

o        “O” – Sales Order Number

o        “C” – Customer Number

 

A Job Number will be automatically created if the Sales Order does not have a job number and Job Numbers are in use.

 

43. WO+ Routing User Defined Field Literal

 

This setting defines the literal for the 15 character user-defined field for each operation.  The default value of “User Defined Field” will be used if the value is left blank.

 

44. Report Scrap to a Separate Account?

 

By default, the cost of scrap is absorbed into the Finished Goods account, or the Standard Variance account if the cost method is Standard Cost, and this increases the production cost or variance.  Set this flag to “Y” if you want to separate this amount into another account.  The system will use an algorithm to estimate this cost and distribute it to the scrap account.

Options:

o        “N” (Default) – Not use another account for cost of scrap.  The total production cost will increase due to scrap.

o        “Y” – Use another account to absorb cost of scrap.

 

45. WO+ Scrap Account

 

Scrap Account Number.  Enter this account number if you plan to absorb the cost of scrap with a scrap account.

 

46. Default Work Order Type

 

This flag was moved from the Available to Promise Global Setup to BOMP. Since we now have three 3 types of work orders, this flag indicates which is the major type in use.  This will affect several areas, such as creating a work order through ATP processing.  The default work order type will depend on this flag.

Options:

o        “P”(Default) – Plus Work Order

o        “M” – Material Work Order

o        “O” – Legacy Work Order

 

47. Enforce +WO Revision Control

 

After a Work Order is released to the shop floor, any change in order routing may cause confusion for the operators.  Revision Control can prevent problems by requiring the operator to reprint the Traveler, which contains the order routing information, whenever the order routing is modified. Reporting for this work order will be suspended until the Traveler is reprinted.

 

The Revision Number of a Work Order is visible on many screen and reports.  The original version of the order has a revision of zero.

 

Options:

o        “N” (Default) – Revision Control not enforced.

o        “Y” – Enforce Revision Control.

 

48. Mass Change Routing thru Oper ID Maint?

 

This global flag controls whether all the operations will be updated if a value is changed in the Operation ID file.  These operations can be in Product Routing, Order Routing or Base Order.

Options:

    • “N” (Default) – Never update.
    • “Y” – Update if any value in the Operation ID is changed.
    • “A” – Always ask to update, regardless if any value is changed.

 

49. Mass Change Routing thru Product Routing Mnt?

 

This global flag controls whether all the work orders will be updated if a value is changed in the Product Routing file.  These work orders can be Plus Work Orders or Base Work Orders.

Options:

    • “N” (Default) – Never update.
    • “Y” – Update if any value in the Product Routing is changed.
    • “A” – Always asks for update, no matter any value is changed or not.

 

50. Mass Change Routing thru Base Order Maint?

 

When user changes the value in Base Work Order, all the work orders which is copied from this base order can be updated or synchronized at once. These work orders can be Plus Work Order. This global setup indicates if user wants to use this feature.

Options:

    • “N” (Default) – Never Update.
    • “Y” – Update if any value in the Base Work Order is changed.
    • “A” – Always asks for update, no matter any value is changed or not.

 

51. Enforce Material Verification in Production?

 

Material Verification requires the operator to enter the item number or scan the UPC of each item used when reporting a production for the material.  This feature can be activated with this global setup flag.

Options:

    • “N” (Default) – Do not verify.
    • “Y” – Use Material Verification.

 

If Material Verification is activated, another set of parameters will appear:

    • “Use ItemUserAmt/OrdMultiple as Package Qty” – This yes/no flag asks if you want to use the amount field in Extra Item Data or Order Multiple in the Item File as the package quantity.  I/M Global Setup field 21, Use Which Item Field For Quantity/Box, defines which field to use.
    • “Enter Qty Before Or After” – By selecting “Before” operators only need to enter the item number or scan the UPC to accumulate the quantity.  The quantity can be entered in this same field.  The following flag determines if a numeric entered is the quantity or an item number.  When “After” is selected the system will always prompt for a quantity after the item number is entered.
    • “Max Digits For Pre-Scan Quantity” – This sets the threshold for the quantity size if the previous flag is set to “Before”.  Since the “Before” setting will provide only one field, any number with this many digits or smaller will be considered a quantity and anything larger will be considered an item number.
    • “Consider Item# Entry As Scan Or Manual” – This flag determines whether a manually entered item number, instead of the UPC or GTIN, should be considered as a scan or a manual entry.  Material Verification will keep track of scans versus manual entries.  Entering a UPC or GTIN is always considered a scan.
    • “Consider Manual Confirm as an Exception?” – Manual entries can be considered an exception.
    • “Consider Over Verify as an Exception” – Reporting a quantity more than expected can be considered an exception.
    • “Consider Under Verify as an Exception” – Reporting a quantity less than expected can be considered an exception.
    • “Consider Substitution as an Exception” – Reporting a substitution component can be considered an exception.
    • “Verification Exception Override Password” – When one of the exceptions described above takes place, a password can be entered to override the exception.  Operators who are not given this password should ask a supervisor to override it.
    • “Wave File For Confirm” – This is the wave file to play when a component is confirmed.
    • “Wave File For Wrong Item” – This is the wave file to play when a wrong item is entered.
    • “Wave File For Alert” – This is the wave file to play when an exception occurs.
    • “Wave File For Over Or Under Verify” – This is the wave file to play when the quantity verified for a component is over or under.

 

52. Warning If Plan & Report Qty Are Different?

 

A warning can be displayed if an operator reports a quantity which is different from the planned quantity when the production started.

Options:

    • “N” (default) – Do not warn.
    • “Y” – Warn every time this happens.

 

53. Allow to Copy from Another WO With Diff Item?

 

This flag determines if an operator is allowed to copy a routing and bill of material from another base plus work order to a plus work order and the item numbers on the two orders are different.  The flag will not affect copying other orders to a base work order.

Options:

    • “N” (default) – Not allow.
    • “Y” – Allow, but warning when this happens.

 

54. Exception Level if Order Has Missing Trx?

 

The system will check for any missing transactions in the previous operations when posting a transaction for the last operation.  For example, 98 pieces are reported for the first operation and now the operator wants to post 100 pieces to the last operation.  The system would consider the first operation to be missing a transaction of 2 pieces.  This flag determines if the missing transaction is an error, warning or not an exception.

Options:

    • “E” (default) – Consider it an error.  The system will prevent an operator from posting this transaction.
    • “W” – Consider it a warning.  The system will display a warning and ask the operator to confirm it.
    • “N” – Not an exception.  The system will not display any warning.  This means the operator should take responsibility if the wrong quantity is reported.

 

Another prompt will appear if this flag is “E” or “W”: “Missing Qty Exceed this Var% to Cause Error/Warning?”

    • When the prior flag is set to “E” and a transaction is missing where the quantity of the transaction exceeds the variance percentage of the operation quantity, an error condition is raised.  If the variance percentage is less than this value, then it is considered a warning.  For example, the last operation reports 100 pieces and an operation is missing a transaction of 2 pieces.  A warning occurs when the field is set to 5%.  It will produce an error if it is set to 1%.  Set it to zero if you always consider a missing transaction an error.
    • When the prior flag is set to “W” and the missing quantity exceeds the variance percentage, a warning is given.

 

55. Primarily Show Item Number or Desc On Screen? 

 

You can select the item number or item description to be the primary display on the inquiry screens, depending on which one is more meaningful.

Options:

    • I (default) – Display Item Number.
    • D – Display Item Description 1.

 

 



Elliott Business Software
| Add-ons | Services
3rd Party Solutions | News & Events
Technical Support | Company Profile