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Knowledgebase : QAD ERP
PURPOSE: Account Code Maintenance is used to define general ledger accounts. Accounts track the effect of transactions or other events on company-wide assets, liabilities, equities, expenses and revenues. Account data also determines where and ho...
PURPOSE Aging Inventory Reports are used to assess the aging levels of consignment inventory stocks. METHOD START DATE: This will default to today's date SOLD TO: Optionally enter sold to details SHIP TO: Optionally, enter ship to details ...
PURPOSE Aging Inventory Update is used to: * Identify inventory on a particular purchase order receipt that exceeds the maximum aging date without being consumed * Extend the aging date by number of days on items received on individual or mul...
PURPOSE Aging Inventory Update is used to: * Identify inventory for a particular customer that exceeds the maximum aging date without being consumed. * Extend the aging date on individual or multiple customer orders by number of days or date....
PURPOSE: Alternate Routing Maintenance is used to assign approved alternate routings to items and sites when an item can be made different ways, using different operations, work centre, machines, and perhaps different components. METHOD Item N...
PURPOSE: Alternate structures product the same item, using different sets of components. This includes different recipes for batch sizes, or the substitution of a group of components with an equivalent group. When an alternate structure is specifi...
PURPOSE: Approval Level Maintenance is used to associate approval level codes with amounts of currency. An approval level is the maximum amount of currency a person assigned that level is authorized to approve on a purchase requisition. In the cas...
PURPOSE Approver's Open Requisition enquiry is used to show which requisitions are awaiting approval by specified user ID's METHOD USER ID: Enter the User ID you wish to monitor for outstanding requisition approvals OPEN ONLY: Keep set on d...
PURPOSE Area Holiday Maintenance is used to specify local holidays by area. If you service several countries, you can set up each as a separate area and define separate holiday schedules for each. METHOD AREA : Enter Area Code Press enter o...
PURPOSE Area Maintenance is used to define geographical areas referenced in service functions. Use Area Structure Maintenance to define hierarchical relationships among areas. METHOD AREA: Enter Area Code Press enter or click on next to co...
PURPOSE Area Structure Maintenance is used to group areas together e.g. UK, France and Germany could be grouped together as Western Europe. METHOD PARENT : Enter Parent Area Code Press enter or click on next to continue COMPONENT: Enter...
PURPOSE: Audit Configuration Maintenance is used to enable auditing on selected tables. To enable auditing on selected tables, set the Application Database, Selection Pattern, and Action fields. Press enter the system lists all the tables that meet...
PURPOSE: Audit Policy Import is used to import audit policies from Progress policy XML. Importing audit policies only needs to be done once for each audit enabled database. The QAD solution will not work without the Progress default policy file l...
PURPOSE: Backlog/Missed Shipment Report is used to monitor and chase past due shipments. METHOD: SOLD-TO: Optional field RECEIVE ADDRESS: Optional field SITE: Enter your site code in the from and to fields DUE DATE: Enter one month's...
PURPOSE: A minimum of one Bank code must be defined before using Accounts Receivable or Accounts Payable functions. Bank Maintenance records information about your company's bank accounts. Primarily information controlling where amounts are poste...
PURPOSE: Bank Payment Format Link is used to link payment formats to bank accounts. You select the bank account by its number, and only GL accounts for which you have defined the account number can be linked to a format. METHOD: OWN BANK NUMBER:...
PURPOSE: Business Relation Auto-Number Activate is used to activate the automatic generation of business relation codes when creating new business relation records. If you activate business relation auto-numbers and leave the Business Relation Cod...
PURPOSE Batch quantity Change is used whenever manufacturing processes change - smaller vessels are replaced with larger ones - or when creating alternates. Once Batch Quantity Change is run, you can adjust component quantities or processing times m...
PURPOSE: The Bill of Lading Print report shows a container level summary of the shipper's content information. The header section shows the sold-to/ship-to information for a specified shipper, whilst the line section list the container summary total...
PURPOSE Billing Cycle Code Maintenance is used to specify codes indicating how frequently service contract lines are to be billed. METHOD CYCLE: Enter billing cycle code - usually settings are MO - monthly, QT - Quarterly etc… Press enter o...
PURPOSE Blanket Order Maintenance is used to record and modify blanket orders. Blanket orders save time when placing periodic or recurring orders for the same item as they let you pre-approve purchase orders. Blanket orders are templates for purchase ...
PURPOSE To Print a Blanket Order. METHOD: BLANKET ORDER: Enter the Blanket Order number in the "From" and "To" fields. SUPPLIER: Optionally, enter supplier code range BUYER: Optionally, enter buyer code range BLANKET START: Optionally ...
PURPOSE Blanket Order Release to PO is used to generate purchase orders for open blanket orders that are ready for release. METHOD: CYCLE CODE: Optionally, enter the cycle code range BLANKET ORDER: Enter the Blanket Order number in the "From...
PURPOSE: Budget Report Period Create is used to define report periods that are specific to budget reports. Budgets can have multiple versions and you must associate each version record with a valid reporting period. METHOD: NEW YEAR: this field ...
PURPOSE Build PO from Requisitions is used to create new purchase orders or add lines to an existing PO from approved requisitions. Purchase requisitions are used to communicated demand for a specified quantity of a single item. Only approved req...
PURPOSE Business Relation Create is used to create business relation records. Business relations are then attached to entities, customer, suppliers and end users and provide a single point of entry for address data that can then be used in multiple ...
PURPOSE: A buyer is an employee authorized to create purchase orders from approved requisition line items. METHOD BUYER: Enter the buyer code Press enter or click on next to continue DELETE: Leave blank unless this buyer is being deleted...
PURPOSE Calendar Maintenance is used to define the standard work week for a site and optionally for its associated work centers. A minimum of one default calendar must be set up per site. This is called the Shop Calendar and is used in QAD by Materi...
PURPOSE Call Default Maintenance lets you define sets of default call information to be used in Call Maintenance and Call Quote Maintenance METHOD CATEGORY: Select required category, either Call or Quote WORK CODE: Enter Optional Work Code ...
PURPOSE Each service call and service request is assigned to a Queue, which groups them for reporting and dispatching. METHOD QUEUE: Enter code for Queue Press enter or click on next to continue DESCRIPTION: Enter a description of the qu...
PURPOSE Each service call and call quote is assigned a status, which groups them for reporting and dispatching. This menu option enables the user to set up appropriate call status codes. METHOD STATUS: Enter call status code Press enter or ...
PURPOSE Call Types are used to categorise service calls and requests according to a user defined schema. It is a user reference field only. METHOD CALL TYPE: Enter code for Call Type Press enter or click on next to continue DESCRIPTION: ...
PURPOSE: Categories are logical groupings of purchased items and their general ledger account numbers. They are used to define Horizontal Approvers. Categories are defined if your company wants to review or approve purchases completely or partiall...
PURPOSE Test Results are used to record the values measured for certain product characteristics: dimensions, purity, PH, performance levels etc…. A pass/fail grade is attached to each result. This information is maintained in the system and displays...
PURPOSE Charge Codes determine whether service is invoice to the customer (billable and fixed billable charge codes), provided free of charge (warranty, contract, covered, or giveaway charge codes), or tracked internally against a special project (p...
PURPOSE Charge product lines allow you to isolate the costs of service from standard manufacturing costs. If not specified, the product line of the item being repaired or of the service type in effect is used, depending on the value of Use Item Prod...
PURPOSE Co-Product/By-Product structures identify the co-products and by-products for a base process. These product structures are single level relationships between a base process and a Co-Product/By-Product, where the base process is a component a...
PURPOSE Consignment Inventory Report is used to show what consignment inventory is currently held in stock. METHOD PROD LINE: Optionally, enter product line (s) ITEM NUMBER: Optionally, enter item number (s) LOT/SERIAL: Optionally, enter l...
PURPOSE Consignment Usage Export is used to notify your supplier of inventory transactions where item ownership has been transferred (consumed) e.g. after you have used the items. METHOD PURCHASE ORDER: Optionally, enter purchase order number (...
PURPOSE Consignment Usage Export Report is used to notify your supplier which consigned items you have used. This is useful if you are not using EDI eCommerce transmissions to communicate usage records. When run in update mode, the system marks s...
PURPOSE Contract Additional Charges is used to create additional charge items to be applied to contract quotes and contracts. Additional charges represent % uplifts or discounts or flat amounts that apply in addition to the cost of item coverage. Co...
PURPOSE Once an installed item's warranty expires, service calls or repairs would normally be billable. Some companies offer fixed price service contracts on these items, charging a monthly fee for specified levels of service. The contract type serv...
PURPOSE Controlled Authority Maintenance stores information about controlling agencies METHOD AUTHORITY: Define authority coding Press enter or click on next to continue NAME: Enter name of authority TYPE: Enter optional Type of Autho...
PURPOSE Controlled Customer Maintenance associated a control number with an address code METHOD COUNTRY: Enter applicable country AUTHORITY: Enter authority code ADDRESS CODE: Enter customer code Press enter or click on next to contin...
PURPOSE Controlled Item Maintenance is used to associate a control number or commodity code with one or more item numbers METHOD COUNTRY: Enter applicable country AUTHORITY: Enter authority code CONTROL NUMBER: Enter controlled substanc...
PURPOSE Controlled Site Maintenance associated a control number with a particular site METHOD COUNTRY: Enter applicable country AUTHORITY: Enter authority code SITE: Enter site code Press enter or click on next to continue CONTROL ...
PURPOSE: Corporate Group Create is used to create corporate groups. A corporate group is a logical grouping of business relations used for reporting. METHOD: GROUP NAME: Enter corporate group code DESCRIPTION: Enter Description of corporate g...
PURPOSE: Cost Centre activities are used to create cost centres for providing an additional reporting level for the GL account and sub account. Typically, a cost centre can be a department or profit centre within the entity for which you want to gene...
PURPOSE: Cost Center Maintenance is used to define general ledger cost centers and associate them with valid account ranges. METHOD: COST CENTER: Enter your cost center code Press enter or click on next to continue DESCRIPTION: Enter d...
PURPOSE: Cost Centre Mask create is used to specify the ranges of GL accounts and sub accounts that you can use in combination with a particular cost centre. METHOD: CODE: Enter cost centre mask code DESCRIPTION: Enter a description for the c...
PURPOSE: Country Code Maintenance is used to define codes representing the countries associated with users and address records. Country codes apply to all domains created in a database. METHOD: COUNTRY CODE: Enter default country code. Pres...
PURPOSE Country Create is used to create country codes. These codes identify countries and are specified when business relations are defined. Country codes apply to all entities and domains in a database. METHOD COUNTRY CODE: Enter required c...
PURPOSE County Create is used to create county records. METHOD COUNTY CODE: Enter required county code DESCRIPTION: Enter description of county code ACTIVE: State whether this county code is active
PURPOSE: Credit Terms Create is used to create a credit terms code. Credit terms are used to calculate invoice due dates and to apply settlement discounts on early payments. Use credit terms also to define stage payments, which allow ,multiple pay...
PURPOSE: Credit Terms Maintenance is used to set up credit terms codes for each of the payment terms you offer your customers and your suppliers offer you. Each term specifies a discount, discount period or date, and a due period or date. The discou...
PURPOSE: Cumulative Order Maintenance is used to create new cumulative orders manually or maintain the start and end effective dates on an existing order. You can also use this program to delete cumulative orders. As a general rule, Cumulative Or...
PURPOSE Cumulative Received Maintenance allows you to modify the cumulative receipt quantities, or reset an entire scheduled order with a new Cum Start date and a zero quantity. METHOD PURCHASE ORDER: Enter Purchase Order Number which require...
PURPOSE: Customer Analysis Report is used to display customers that were most commonly associated with unacceptable shipments. These shipments have associated exception status codes. You can optionally indicate the number of customers to display. ...
PURPOSE Customer Calendar Maintenance defines a customer's standard work week and defines exceptions to the normal calendar, such as scheduled shutdown period. Customer Calendars are optionally used by the system when it creates the Required Ship...
PURPOSE: Sequence Schedule Controls is used when you need to change the controls in Sequence Schedule control for a limited set of customer addresses. You use this menu option to create customer specific defaults for sequence schedules for each custo...
PURPOSE Customer Create is used to set up customer records in the system. Key financial records linked to this customer are set up in this screen e.g. business relationships, accounting requirements, payment details, banking information and credit t...
PURPOSE Customer Data Maintenance is used to complete operational data for each company that purchases your products. Completing the operational data creates an operational address code for the customer. METHOD CUSTOMER CODE. Specify a code (...
PURPOSE: Customer Item Maintenance is used to create a cross reference between the Customer Item Number and the internal Item in the Item Master. The cross reference is required by functions in the QAD system that receive one of the two numbers and ...
PURPOSE: Ship-to/Item Controls Maintenance is used to define specific default values for combinations of ship-to addresses and item numbers. The values entered here over-ride the settings in Consignment Control. METHOD: CUSTOMER: Enter an 8 di...
PURPOSE: Customer Order Period Maintenance is used to match your ship schedule to the customer's defined periods. METHOD CUSTOMER: Enter Customer Code YEAR: Enter current year PERIOD TYPE: Enter either M for monthly or W for weekly Pr...
PURPOSE Customer Plan Schedule Maintenance is used to enter or update customer planning schedules. A customer planning schedule includes medium to long term forecasts and how much of a certain item a customer expects to need and when. The schedul...
PURPOSE: Price List Maintenance is used to create price lists for pricing items on sales orders. A price list defines all the necessary information for determining the best price of an item for a customer. It tracks pricing history, monitors effecti...
PURPOSE Customer Schedule Price List Maintenance is used to create price lists that: Default to new customer schedule orders and RMA receipt lines Can not be specified in global requisitions, purchase orders, blanket purchase orders, or supplie...
PURPOSE Customer Ship Schedule Maintenance is used to enter or update customer shipping schedules. A customer shipping schedule shows, for the short term, how much of a certain item, a Customer expects to need and when. The schedule is usually tr...
PURPOSE Customer Ship to Create is used to create customer ship to records. METHOD CUSTOMER CODE. Specify a code (maximum eight characters) that identifies a customer. If the code you specify matches an existing supplier code, a warning messag...
PURPOSE: Daybook activities are used to create, view, modify and delete daybooks. Daybooks contain the transaction posting lines, and control the posting of transactions because each daybook must be linked to an accounting layer. In addition, each da...
PURPOSE: Daybook Group Create is used to create daybook groups. METHOD: DAYBOOK GROUP CODE: Enter a daybook group code DESCRIPTION: Enter a description for the daybook group code. ACTIVE: Set to Yes to activate daybook groups
PURPOSE: Daybook Set by site Maintenance is used to create daybook sets for a specific site. METHOD: DAYBOOK SET: Enter daybook set code SITE: Enter site code ACTIVE: Specify whether daybook set is active AR/AP: Specify whether daybook...
PURPOSE: Daybook Set Maintenance is used to create daybook sets. . METHOD: DAYBOOK SET: Enter daybook set code DESCRIPTION: Enter description of daybook set code ACTIVE: Specify whether daybook set is active AR/AP: Specify whether dayb...
PURPOSE: Daybook Group Create is used to create daybook groups. METHOD: TRANSACTION TYPE: Specify a valid GL transaction type or leave blank to define the system daybook. Press Enter or click on continue DOCUMENT TYPE: Specify the GL docum...
PURPOSE Default Charge Code Maintenance allows you to specify charge codes used by default in Call Activity Recording for covered, warranty, contract, billable and fixed billable activities. These charge codes are used when under limit or over limit...
PURPOSE Default Site Maintenance is used to set up records for streamlining issues, returns and exchanges of items in Call Activity Recording, Material Order Maintenance, and MO Direct/Pending Returns. Default sites and locations can be defined b...
PURPOSE Use this work aid to define Printer Types within MFG/PRO DEFINING PRINTER TYPES Before setting up printers, define printer types using Printer Type Maintenance _Printer Type. _Select your printer type from the list of predefined t...
PURPOSE: Use Department Maintenance to define departments and set up general ledger (GL) accounts for each department. At least one department must be defined before you can enter work centers or routings. A department groups work centers for purpos...
PURPOSE Detail Forecast Maintenance is used to manually create or manipulate simulated forecast results. This could be to ensure they are more reflective of future market demand, particularly when forecast results are based on abnormal sales. ME...
PURPOSE Distributed Order Receipt is used to: * Record the receipt of items from distributed orders * Transfer received items from an in-transit site and location to the site and location you specify * Generate the appropriate transaction hi...
PURPOSE: Distribution Order Browse is used to check the status of outstanding distribution orders. METHOD: Use search criteria to browse for required distribution order information.
PURPOSE: DO Backlog/Missed Shipment Report is used to monitor and chase past due shipments. METHOD: SHIPPING SITE: Optionally, enter shipping site (s) RECEIVING SITE: Optionally, enter receiving site (s) DUE DATE: Enter one month's prio...
PURPOSE: DO Picklist/Pre-Shipper Automatic is used to generate and print a picklist (pre-shipper) document that details items and/or containers to pick and ship. METHOD: DUE DATE: Leave the from date blank and enter today's date in the to da...
PURPOSE: DO Pre-Shipper/shipper Confirm is used to record individual shipments of orders and to carry out the following activities in the process: * Transform pre-shippers into shippers * Create, print and post invoices based on shipments ME...
PURPOSE: DO Pre-Shipper/Shipper Maint is used to: * Modify pre-shippers created with DO Picklist/Pre-Shipper - Automatic * Create pre-shippers or shippers to document the contents and structure of a shipment * Establish a master container hi...
PURPOSE: DO Pre-Shipper/shipper Print is used to print out Pre-Shipper and Shipper Records METHOD SHIP-FROM: Enter your site code in the from and to fields SHIP-TO: Leave blank, this is an optional field NUMBER: Enter the shipper number ...
PURPOSE DO Shipment Reconciliation is used to display information for distribution orders with a receipt quantity that differs from the shipment quantity. METHOD DISTRIBUTION ORDER: Optionally, enter distribution order (s) SHIPPING SITE: Opt...
PURPOSE: The DO Shipment Transaction Report is used to monitor shipment transactions from site to customer. METHOD ITEM NUMBER: Optionally enter your item number details PRODUCT LINE: Optionally enter product line details EFFECTIVE: Opt...
PURPOSE: This Work Aid outlines the steps to set up a dock code. METHOD: CUSTOMER/SHIP TO: Enter Customer Ship to code. Press enter, or click on next to continue BUSINESS RELATION: Enter Business Relation code Press enter, or click on...
PURPOSE: Domain Create is used to define domains in the current database and confirm them for use in the system. METHOD * Enter a code (maximum eight characters) identifying a specific domain. Codes are restricted to the characters A-Z, a-z, ...
PURPOSE: Domain GL Period Create is used to either automatically create a new year based on an existing one or to create new year records manually. METHOD: NEW YEAR: this field displays the new GL calendar year to create. The default value is th...
PURPOSE: Domain Maintenance is used to define domains in the current database. A domain represents a business operation with a single currency and chart of accounts. Each database must have at least one domain and can have as many as you need. Ea...
PURPOSE: E-Signature Maintenance is used to create groups and assign electronic signature categories to them. You can either place all categories you use in one group, or create multiple groups that relate similar categories for controlling electron...
PURPOSE Initial Data, QAD -provided default profiles, must be loaded into the system first. E-Signature Initial Data Load is used to load the data. METHOD DIRECTORY: Enter the directory of the files and all the default profiles in that directo...
PURPOSE: E-Signature Profile Activation is used to activate category profiles by group or individually. Once activated, the system uses the begin date to schedule when the signature behavior defined in each profile takes effect. Profiles must hav...
PURPOSE: E-Signature Workbench Profile Maintenance is used to adjust electronic signature settings for your specific environment before activating them using E-Signature Profile Activation. You can enable or disable electronic signatures for specifi...
PURPOSE: E-Signature Workbench Refresh is used to update profiles with QAD provided default information or data you have customized. You can refresh either groups of category code profiles or single category code profiles. METHOD GROUP/CATEGOR...
PURPOSE Employee create is used to create an employee record. The General tab is used to record the Employee Code, Name, Start and End Dates. The Business Relation tab is used to specify the business relation code associated with this employee. M...
PURPOSE Employee Maintenance is used to define employees and their associated data. A minimum of one employee must be defined to use the Advanced Repetitive feedback transactions. METHOD EMPLOYEE: Enter employee code. This could be as simple ...
PURPOSE Each end user address code represents a person or company division that is using the products you service. Your service calls will be initiated by end users. End user information must be entered before Service/Support Management functions ar...
PURPOSE Engineer Absence Maintenance lets you schedule absences for a specific engineer. You can also schedule full day absences, or shorter absences from one hour's duration e.g. doctor's appointments etc….. METHOD ENGINEER: Enter engineering...
PURPOSE Engineer Detail Schedule Maintenance is used to create detailed scheduled for individual engineers, as opposed to Engineer Master Schedule Maint, where you create them for general use. Setting up detailed schedules is required only if you us...
PURPOSE Engineers are employees who respond to requests for service. Some of the data entered about an engineer is static, for printing on reports. However, many of the fields are used either the engineer scheduling function in Call Maintenance or i...
PURPOSE Service Schedules specify the hours that engineers and support services are available. They can be set up as effective only for given periods of time, or as always effective. Schedules set up in Engineer Master Schedule Maint can be used as ...
PURPOSE Engineering Skills Maintenance is only required if you are using Call Tracking functions. It holds a record of engineering skills and certification levels that can be used to ensure that right engineer is sent out to a particular job. MET...
PURPOSE An engineer status must be specified when an engineer is defined in Engineer Maintenance. The status code determines whether an engineer is available for call scheduling. Multiple codes can be created to accommodate the multiple reasons for ...
PURPOSE: Entity Code Maintenance is used to set up Entities. An entity is an independent financial unit within a domain used for financial reporting. An entity generates a balance sheet and income statement, plans budgets and is assessed for taxes. ...
PURPOSE: Entity Create is used to create entities in an active domain. Entities represent independent financial units within a business, for which you assess taxes and generate separate balance sheets and income statements. Each entity within a domai...
PURPOSE: Entity GL Period Activities are used to manage GL periods for a specific entity. The changes you make in this function do not affect the other entities in a domain. METHOD: GL CALENDAR YEAR: Enter GL Calendar Year GL PERIOD#; Enter ...
PURPOSE: Entity Modify is used to modify field settings for an entity record. You can not change the entity code, shared sets, or the domain to which the entity belongs. METHOD Click on entity requiring modification. ADDITIONAL GL NUMBER...
PURPOSE Use this work aid to set up entity security within MFG/PRO USING ENTITY SECURITY When entity security is in place, only authorized users can complete update transactions in the General Ledger module for particular entities. Update tra...
PURPOSE Escalations are sets of criteria used by the Escalation Monitor to monitor and automatically make changes to calls in the system. This automated process helps prevent calls from being ignored or neglected. An escalation can alter a call's st...
PURPOSE: Exchange Rate Maintenance is used to define the rates of exchange between currencies when your company processes transactions in non-base currencies. METHOD: CURR 1: Enter 1st Currency of exchange rate relationship Press enter or c...
YU CầU Làm sao để sử dụng được chương trình Fixed asset maintenance trên giao diện .Net UI CCH LM * Vào Program information Maintenance (36.4.4.13). * Configure như hình dưới: 3. Log off rồi Log in lại.
PURPOSE Flex Fence Maintenance is used to define flex fence parameters for flow schedules. Flex fences are tools for determining if the total schedule being entered or maintained is within a realistic, specified variance from the current period's...
PURPOSE Forecast Maintenance is used to record the number of units of a particular item ( or family of items) you expect to ship each week from a particular site. MRP uses this information to schedule production in the absence of actual sales demand...
PURPOSE Forecast Report is used to ensure that forecasts entered into forecast maintenance have been entered correctly. METHOD ITEM NUMBER: Enter the individual, or family item number that you wish to check SITE: Enter site code PRODUCT...
PURPOSE Formula Code Maintenance is used to set up a BOM/Formula Code that is not an item number. This could be used when you have different formula requirements for the same item number i.e. different batch % per component mix or when several produ...
PURPOSE Formula Maintenance is used to identify ingredients or intermediates required to produce a finished product or intermediate. Formulas need to be set up before using Work Order functions or Material Requirements Planning (MRP) Formulas det...
PURPOSE: FREIGHT RATE MAINTENANCE IS USED TO TRACK ON LINE THE FREIGHT CHARGES THAT NORMALLY APPLY TO SHIPMENTS OF DIFFERENT WEIGHTS, USING DIFFERENT CARRIERS. METHOD RATE CODE: Enter an rate code (maximum 8 digits) Press enter or click on ne...
PURPOSE General License Maintenance maintains general license information for US exports COUNTRY: Enter applicable country AUTHORITY: Enter authority code LICENSE NUMBER: Enter appropriate license number for either your control number or yo...
PURPOSE Generalized Code Maintenance allows you to define specific data for specific fields i.e. what item types are acceptable, what customer regions are acceptable. By setting these up, you can ensure that users: a) Have to make an entry in a p...
PURPOSE: GL Account Create is used to create GL account codes and parameters. METHOD ACCOUNT. Enter a code (maximum eight characters) identifying the account. * Enter a brief description (maximum 24 characters) of the GL account. You can o...
PURPOSE This work aid shows how to set up GL Account Security USING GL ACCOUNT SECURITY GL account security lets you restrict who can update GL accounts. Account security must be set up by user group. Account security is only effective when Ve...
PURPOSE: GL Allocation Batch Create is used to create batches of allocations that you have previously defined. An allocation batch can contain one or multiple allocation codes. METHOD: ALLOCATION BATCH CODE: Enter Allocation Batch Code DESC...
PURPOSE: GL Allocation Create is used to define an allocation structure, which identifies types of cost and automatically distribute them to the correct cost targets. Allocation is the process of distributing costs and revenues to the appropriate ...
PURPOSE: GL Calendar Maintenance is used to define general ledger calendars and close period by transaction type. At least one calendar period must be defined for each fiscal year. All general ledger transactions are posted with an effective date...
PURPOSE: GL Layer Create is used to create accounting layers. Accounting layers provide different ways of segregating transactions within a single GL account. The posting of transactions is controlled by associated daybook types with one of the th...
PURPOSE Requisition Maintenance is used to create or update purchase requisition in the Global Requisition System (GRS). A purchase requisition is a way of communicating demand for materials within your company before it is placed on a purchase order ...
PURPOSE Holidays are days that no one works; the plant is shut down, no production is scheduled, no receipts are due and no shipments are scheduled. If a holiday does not apply to all work centers, it is not a holiday - it is an exception to be mana...
PURPOSE: Horizontal Approver Maintenance is used to assign requisition approval authority for a category, which is a set of general ledger account numbers defined in Category Maintenance. METHOD USER ID: Enter Horizontal Approver User ID EN...
YU CầU Làm sao để thay đổi logo trên các báo cáo chuẩn của QAD? CCH LM 1. Go to the tomcat path $TOMCAT_HOME/webapps/$WEBAPP_NAME/images directory 2. Replace old picture with new picture, the file name of picture must be "companyLogo.jpg" 3....
YU CầU Làm thế nào để xóa giao dịch sử dụng bằng cách sử dụng CIM CCH LM Trong quá trình làm file CIM thêm ký tự "X" vào cuối mổi line cần xóa. Các chương trình QAD đã hổ trợ để xóa bằng CIM 2.1.1 Customer Maintenance (adcsmt.p) 2.3.1 Suppli...
PURPOSE Individual License Maintenance maintains individual license information. COUNTRY: Enter applicable country AUTHORITY: Enter authority code LICENSE NUMBER: Enter appropriate license number for either your control number or your cust...
PURPOSE Installed Base Item Maintenance to add new records to the installed base or to modify or delete existing records. Please note, if there is an open call present, a call that has been moved to history, or an unexpired service quote or contract...
PURPOSE The Installed Base Rebuild Utility rebuilds the installed base using transaction history records for specified date ranges. The purpose of this utility is to replace inaccurate ISB records, or to generate ISB records for dates that were not ...
PURPOSE Run Installed Base Report to verify that installed base records are correct. METHOD END USER: Optionally, enter end user range ITEM NUMBER: Optionally, enter item number range SERIAL: Optionally, enter serial number range INST...
INTRODUCTION The Intrastat module was introduced to meet European Union regulations that require member nations to submit reports concerning Intra-EU trade. The term Intrastat (for Intra-EU Trade Statistics Reporting) refers to the system used by cu...
PURPOSE: Inventory Account Maintenance is used to assign inventory accounts to sites or sites and locations. METHOD: PRODUCT LINE MAINTENANCE: Enter product line code SITE: Enter site code LOCATION: Optionally enter location code Pres...
PURPOSE Use this work aid to set up Inventory Movement Code Security within QAD METHOD Inventory Movement Code security is used to specify which user IDs or groups have access to an inventory movement code at a particular site. If an access...
PURPOSE Inventory Status Code Maintenance is used to set up codes which determine whether inventory at a site or location is: * Considered nettable by MRP calculations * Available for inventory allocation. Allocations reserve inventory and ass...
PURPOSE Inventory Usage Create is used to register the consumption of consigned inventory reported by a customer (or third party distributor). When sales order line items are marked as consigned, shipping the items does not issue them out of inve...
PURPOSE Inventory Usage Report shows details of consignment inventory usage. . METHOD SHIP FROM: Optionally enter ship from details SOLD TO: Optionally enter sold to details SHIP TO: Optionally, enter ship to details ITEM NUMBER: Option...
PURPOSE Invoice Print & Post is used to post invoice amounts to Accounts Receivable, where they remain open until customer payments are received. Optionally, you can also print copies of posted invoices by setting Print Invoice to Yes. If you choose...
PURPOSE Invoice sort codes provide a high level tool for grouping service costs by items, labour and expenses. The invoice sort code is used in multiple ways in the call invoicing process: Every service category must reference an invoice sort ...
PURPOSE: Invoice Status Code Create is used to create invoice status codes. METHOD INVOICE STATUS CODE. Enter a code (maximum 20 characters) that identifies a combination of values for managing supplier invoices or a filter criteria for custo...
PURPOSE: Item Analysis Report is used to display the items that were most commonly involved in unacceptable shipments. These shipments have associated exception status codes. METHOD: CUSTOMER SOURCE: Enter SO for sales orders and customer sc...
PURPOSE Item Cost Maintenance is used to maintain an item's price, tax status and costs. Item costs are accessed by many system functions, particularly those creating general ledger (GL) transactions. Every item has at least two cost sets: GL and...
PURPOSE Item Data Maintenance is used to define the items your company uses. It maintains the static data for an item. Static data is used for reporting purposes, and to group items for planning. If you use Item Data Maintenance to create new ite...
PURPOSE Item Master Maintenance is used to delete an item from the database. If there are outstanding links to the item, the deletion process will be blocked METHOD ITEM NUMBER: Enter Item Number Press Enter or Click on Next to continue ...
PURPOSE: Item Inventory Data Maintenance is used to set up inventory control data for an item. Item inventory data is accessed by all inventory transactions and inventory parameters are used to control material transfer and management. All inventory ...
PURPOSE: ITEM PLANNING DATA IS CONTROL DATA. THE MATERIAL PLANNING DEPARTMENT USES ITEM PLANNING DATA TO DETERMINE HOW AND WHEN TO REPLENISH INVENTORY. THIS DATA AFFECTS MRP, PURCHASING, MANUFACTURING (REPETITIVE SCHEDULES) AND COSTING. THE MAJORITY O...
PURPOSE: Item Specification Maintenance is used to attach test steps to procedures. Enter test specifications control the testing process, describing each test step, the tolerance, and the sequence for conducting tests. Test specifications for an...
PURPOSE Item Status Code Maintenance is used to define status codes to associate with items in Item Data Maintenance. Status codes indicate where an item is in its life cycle from production and service through to obsolescence. Item status codes ...
PURPOSE: Substitute items may be used when components are issued e.g. standard component is short or defective. METHOD PARENT/BASE PROCESS ITEM: Enter Parent Item Number ITEM NUMBER : Enter Component Item Number SUBSTITUTE ITEM NUMBER: E...
PURPOSE Item-Site Cost Maintenance is used to maintain an item's price, tax status and costs on a specific site. Item costs are accessed by many system functions, particularly those creating general ledger (GL) transactions. Every item has at lea...
PURPOSE: Item-Site Inventory Data Maintenance is used to define inventory data for an item at a particular site. METHOD: ITEM NUMBER: Enter the Item number you want to maintain SITE: Enter the site in which you wish to maintain the item numbe...
PURPOSE: ITEM-SITE PLANNING DATA IS CONTROL DATA. THE MATERIAL PLANNING DEPARTMENT USES ITEM PLANNING DATA TO DETERMINE HOW AND WHEN TO REPLENISH INVENTORY. THIS DATA AFFECTS MRP, DRP, PURCHASING, MANUFACTURING (REPETITIVE SCHEDULES) AND COSTING. THE ...
PURPOSE: Job Approver Maintenance is used to assign requisition approval authority for a job or project within your company. METHOD USER ID: Enter Horizontal Approver User ID ENTITY: Enter Entity JOB NAME: Enter job or project name FROM ...
PURPOSE: A job is a relatively short-term, limited duration set of tasks, such as a project. Using jobs lets your company assign vertical approval authority to one person for a project performed by several departments. METHOD JOB: Enter a co...
PURPOSE Kanban Item Master Maintenance is used to identify items associated with kanban loops, as well as specify default values for loop and process records. You must define items in this program before you can set up loops using Kanban Master Main...
PURPOSE Kanban Master Maintenance is used to set up kanban loops, which are workflows that control inventory traffic between a supplying source and a consuming destination. The loop supplies a kanban supermarket, which is an inventory location that ...
PURPOSE Kanban Process Maintenance is used to define production processes that are sources for kanban loops and specify characteristics of the items produced for each kanban loop the process supports. You can also associate items with processes in K...
PURPOSE Line Allocation Maintenance specifies how repetitive processing distributes site production requirements to a variety of production lines. Repetitive Schedule approval allocates the planned orders to individual production lines and schedu...
PURPOSE Line Changeover Maintenance is used to record the time required to change a Production Line over from producing one item to another. When this time is significant, recording it in Line Changeover Maintenance ensures that the time is included...
PURPOSE Location Maintenance is used to identify areas where inventory is stored. Each time you perform an inventory transaction such as an issue, receipt, or transfer, you must specify both a site and location. All work centers and production li...
ERROR: Khi thực hiện chương trình Work order accounting close cùng lúc cho nhiều WO thì thong báo lổi " lock table overflow - increase -L on server" RESOLUTION: Do sử dung quá nhiều Record cùng lúc nên database không cho phép, ta có thể điều chỉnh...
PURPOSE Lot groups are needed to define the required parameters for automatic lot numbering. The Lot groups are created in Lot Group Maintenance and when established, associated with the appropriate items using Item Inventory Maintenance (1.4.5). Wh...
PURPOSE Maintain Users in Groups is used to make changes to more than one Product Change Control (PCC) group at the same time. With this function, you can: Add a new user to one or more selected groups Replace a user with another user in all...
PURPOSE: This Work Aid outlines the steps to generate a Master Bill of Lading. Master Bills are usually required when doing a consolidated shipment METHOD: SHIP-FROM ID: Enter your site code MASTER BILL: Leave blank to have system automa...
PURPOSE: In materials inspection, the same set of tests often applies to different items. In a manual system, these tests are often described in a Test Document. To save time, set up each test Document once, in Master Specification Maintenance, then...
PURPOSE Use this work aid to set or amend menu security in QAD Enterprise Applications METHOD MENU: Enter the required menu option SELECTION: Enter required menu selection Press enter or click on next to continue USER IDS/GROUP: There...
PURPOSE: Mirroring GL Account Create is used to create mirror account configurations. This functions is also used to define mirroring analysis and transaction splitting options. Mirror accounting links a set of source (balance sheet) accounts to a...
PURPOSE: Missed Shipment Event Generator is used before you generate a performance data report or a performance report card for any supplier. This utility program updates supplier performance data with the most current results for suppliers, sites, ...
PURPOSE: The Missing Reason Code Report is used to determine which shipment transactions do not have a reason code attached to them METHOD: CUSTOMER SOURCE: Enter SO for sales orders and customer schedules SOLD TO: Enter Customer sold-to ...
PURPOSE Multiple time Zones Maintenance is used to define and modify time zones METHOD TIME ZONE: Enter Time Zone Code Press enter or click on next to continue DESCRIPTION: Enter description of time zone AUTO PERIOD ADJUST: Indicate w...
PURPOSE: SOURCE NETWORK CODES GROUP ITEMS FOR PLANNING PURPOSES. DRP PLANS INTERSITE REQUESTS IN EXACTLY THE SAME WAY FOR ALL ITEMS ASSIGNED TO THE SAME SOURCE NETWORK. SOURCE NETWORK CODES ARE DEFINED IN NETWORK CODE MAINTENANCE AND THE PLANNING DET...
PURPOSE: On Call Maintenance is used to associated engineers with the schedules set up for other than normal working hours, specifying which engineers are on call and the duration of their on-call periods. An on-call period is defined as any time not...
PURPOSE: To simplify data entry in operational transactions, use Operational Allocation Code Maintenance to define codes that allocate fixed percentages of expenses to different accounts, sub accounts, cost centres and projects. You can specify an al...
PURPOSE: Orders to Ship Report shows all orders due on a particular day.. METHOD: DUE DATE: Enter one month's prior date in the from field and today's date in the to field. This will ensure that you pick up any past due shipments REQUIRED ...
PURPOSE Paging Initiation pages service engineers, alerting them that a call into the office is requested. METHOD CALL ID: Optionally, enter call ID Number Press enter or click on next to continue END USER: Optionally, enter end user co...
PURPOSE Past Due Receipts Report is used by receiving to determine which Purchase Orders are: a) past due b) due today METHOD ITEM NUMBER: Leave blank to show due and past due receipts for all purchased items. SITE: Enter site code i...
PURPOSE: Payment Format Maintenance is used to view and modify payment formats, their attributes, and attribute values. You can also create a new format by adding a new row in the grid and specifying its attributes. You must ensure that these attribu...
PURPOSE Group Maintenance is used to define groups and add users to them. Specify these groups for design, approval, and distribution groups to support various functions in the Product Change Control (PCC) module. The users added to PCC groups must ...
PURPOSE The PCR/PCO Type is used to distinguish different kinds of product changes, it determines the routing slip, distribution group, prefix and whether the change is a PCR or a PCO. A valid type and design group combination must be entered for...
PURPOSE Performance Event Maintenance is used to define Supplier Performance events and assign points to them. Link the event definitions you create with corresponding system evens in System Category/event Maintenance. METHOD EVENT CODE: Enter...
PURPOSE Performance Weight Factor Maintenance is used to create weight codes that either increase or decrease the impact of a specific Supplier Performance event. Weight codes are used in Performance Data Maintenance and can only be applied to sc...
PURPOSE Performance Category Maintenance is used to define automatic and manual data collection categories that are specific to your business operations. After you create category definitions in this program, you must associate them with the corr...
PURPOSE: Performance Controls Maintenance is used to set detailed controls for collecting performance data for unique combinations of customer source, ship from, receive address and item number. Control values will default from Shipment Performance...
PURPOSE Performance Data Maintenance is used to review, modify, or add comments or to add weight factors to captured performance data. You can also record performance events not captured in other areas of the system. METHOD TRANSACTION ID: Th...
PURPOSE: The Performance Data Report is used to review captured performance data. It captures both data captured automatically during the course of standard transactions, or data captured manually by individuals. METHOD: SUPPLIER SOURCE : Ent...
PURPOSE: The Performance Report card is used to formally send performance ratings out to individual suppliers. If supplier e-mail addresses have been added to Supplier Maintenance, this report card can be e-mailed directly to the suppliers. METHO...
PURPOSE: Picklist/Pre-Shipper Automatic is used to generate and print a picklist (pre-shipper) document that details items and/or containers to pick and ship. METHOD: DUE DATE: Leave the from date blank and enter today's date in the to date....
PURPOSE: Planned Purchase Order Approval, approves the MRP plan and generates purchase requisitions for the amount of each planned order. METHOD ITEM NUMBER: Leave blank, planned purchase order approvals will either be performed by site or by ...
PURPOSE: Purchase Return Document Print is normally sent with the return shipment and also routed to Accounts Payable to ensure that credit is received. The return document looks like a purchase order, listing supplier, order information, the items ...
PURPOSE PO Shipper Maintenance is used to amend mismatched data between the ASN and what was actually received from the supplier METHOD SUPPLIER: Enter the supplier number SHIP DATE: Accept the system default SHIPPER ID: Use the magnify...
PURPOSE PO Shipper Maintenance is used to reverse receiving transactions when returns to suppliers are required. METHOD SUPPLIER: Enter the Supplier number SHIP DATE: Accept the system default SHIPPER ID: Use the magnifying glass to sel...
PURPOSE PO Shipper Receipt is used to receive items into inventory based on a supplier's ASN or shipper. After receiving an ASN from your supplier, you can confirm the shipment as soon as it arrives by completing PO Shipper Receipt. When you rece...
PURPOSE When items need to be returned to suppliers, PO Shipper Maintenance is used to set up the reverse transactions and PO Shipper Receipt is used to confirm the return. As part of the confirmation, the items are issued from inventory and the ...
PURPOSE PO Shipper Unconfirmed Report is used by Receiving to check ASN receipts against supplier shipments. METHOD SUPPLIER: Leave blank to show due and past due receipts for all purchased items SITE: Enter site code in the from and to fi...
PURPOSE: Pre-Shipper/shipper Confirm is used to record individual shipments of orders and to carry out the following activities in the process: * Transform pre-shippers into shippers * Create, print and post invoices based on shipments METH...
PURPOSE: Pre-Shipper/shipper Confirm is used to record individual shipments of orders and to carry out the following activities in the process: * Transform pre-shippers into shippers * Create, print and post invoices based on shipments METHO...
PURPOSE: Pre-Shipper/Shipper Workbench is used to: * Modify pre-shippers created with Picklist/Pre-Shipper - Automatic * Create pre-shippers or shippers to document the contents and structure of a shipment * Establish a master container hier...
PURPOSE Price List Report is used to check out sales order pricing. Once price lists have been set up in price list maintenance, this report is run to check the accuracy of your settings. METHOD PRICE LIST: Optionally, enter Price List range ...
PURPOSE Pricing What if Enquiry (SO) is used to check out sales order pricing. Once price lists have been set up in price list maintenance, this screen can be run to check the accuracy of your settings. METHOD CUSTOMER: Enter Customer Number ...
PURPOSE: A minimum of one procedural operation for an item is required to record test results against Quality Orders. Each quality testing procedure consist of one or more steps (operations) grouped under a Procedure code. Each operation spec...
PURPOSE Process Definition Maintenance is used to specify the sequence of operations used to produce a finished product that is based on a formula. Processes must be set up prior to using Work Orders or Capacity Requirements Planning (CRP). Pr...
PURPOSE Process Shift Maintenance is used to define the normal hours for each shift associated with a kanban process. You can also define any exceptions to that normal pattern METHOD Site: Enter your site code Process: Enter the Process cod...
PURPOSE Process/Formula Maintenance allows the user to enter formula, batch and process information by operation. The Formula/BOM Code screen is the same as Formula Code Maintenance Process Operation Detail records is the same as Process Defin...
PURPOSE: Product lines groups items for reporting, planning and accounting purposes. This type of approver typically authorizes inventory purchases associated with specific sites and product lines. A person who approves direct material purchases must...
PURPOSE Production Line Item Maintenance is used to identify items that can be scheduled for a flow production line. METHOD Site: Enter site where production line is located Production Line: Enter production line code Press enter or clic...
PURPOSE Production Line Maintenance is used to record information about production lines, such as the standard production rate. If your company has multiple production lines, each dedicated to certain products, production is typically scheduled by l...
PURPOSE Production Line Maintenance is used to define a production line at a specific site that will be used to manufacture items according to quantities and sequences specified by flow schedules. METHOD Site: Enter site where production line is...
PURPOSE: Product Line Maintenance is used to define product line codes to group items for reporting, planning, and accounting purposes. You can: Select and sort reports by product line Plan by Product Line Track sales, costs and inventor...
PURPOSE: Product Line Maintenance is used to define product lines and their associated accounts. METHOD: PRODUCT LINE MAINTENANCE: Enter product line code Press enter or click on next to continue DESCRIPTION: Enter product line code desc...
PURPOSE: Product Structure Code Maintenance is used in a variety of different ways: * Identifies the parent item, which usually matches the item number pre-defined in Item Master Maintenance * Site specific structure - enables you to make the s...
PURPOSE Product Structure Cost Roll Up is used to calculate the total cost for manufactured items. METHOD SITE: Enter site code Press enter or click on next to continue COST SET: Enter Current Cost Set (Standard (GL) will be copied acro...
PURPOSE Product Structure Maintenance is used to identify raw materials or sub assemblies required to produce a finished product or sub assembly. Product structures need to be set up before using Advanced Repetitive functions or Material Requirement...
PURPOSE: Profile Create is used to create profiles. You use profiles to identify the relationship between records in shared sets of different types. You may need only one profile of each type. However, there are cases when you may want more than one ...
PURPOSE: Project Code Maintenance is used to define project codes and associate them with valid account, sub account and cost centre ranges. If you do not specify valid account, sub account and cost centre ranges, the system considers the project va...
PURPOSE: Project create is used to create project codes. Projects are chart of account elements that provide analytical reporting on activities, such as engineering design work or production rework. METHOD: PROJECT: Enter project code STATUS ...
PURPOSE: Project group create is used to create project group codes. Projects are chart of account elements that provide analytical reporting on activities, such as engineering design work or production rework. METHOD: PROJECT: Enter project gro...
PURPOSE: Project Mask create is used to specify the ranges of GL accounts, sub accounts \">METHOD: CODE: Enter project mask code DESCRIPTION: Enter a description for the project mask code ACTIVE: Set to Yes to activate the project mask code ...
PURPOSE: Project status create is used to create project status codes. Projects are chart of account elements that provide analytical reporting on activities, such as engineering design work or production rework. METHOD: STATUS CODE: Enter proje...
PURPOSE Purchase Order Browse is used to check Purchase Order data i.e. quantity open, due date, supplier etc.
PURPOSE Purchase Order Maintenance is used to record and modify requests for material from suppliers. A purchase order (PO) specifies the terms for the purchase, including the type and quantity of the items you expect to receive, the date when you exp...
PURPOSE To Print a Purchase Order. METHOD: PURCHASE ORDER: Enter the PO number in the "From" and "To" fields. SUPPLIER: Optionally, enter supplier code range BUYER: Optionally, enter buyer code range ORDER DATE: Optionally enter order ...
PURPOSE Purchase Order Receipts is used to record that a supplier has fulfilled all or part of a commitment by delivering items or services ordered on a Purchase Order. Items can be received into inventory or, in the case of subcontract items, direc...
PURPOSE: Purchase Order Return is used to indicate that you are returning materials to a supplier. The material can be returned from inspection, inventory or work in process and there could be a variety of reasons for the return - supplier recall, d...
PURPOSE Purchase Receipt Report is used to check that receipt transactions have been completed correctly. METHOD RECEIPT DATE: Enter today's date in the from and to field SUPPLIER: Leave blank to show all supplier items received on this da...
PURPOSE Purchase Receipt Report is used to check that receipt and return transactions have been completed correctly. METHOD RECEIPT DATE: Enter today's date in the from and to field SUPPLIER: Leave blank to show all supplier items received...
PURPOSE: Purchasing Account Maintenance is used to assign purchasing accounts to sites or sites and supplier types. METHOD: PRODUCT LINE MAINTENANCE: Enter product line code SITE: Enter site code SUPPLIER TYPE: Optionally enter supplier ...
PURPOSE QAD Mobile User Maintenance is used to: Specify settings that determine how information is updated on remote devices. You can choose to apply these settings to users in all domains or in the current domain. Create records for individua...
PURPOSE: Quality Order Maintenance is used to create quality orders for conducting stand alone inspections of incoming material or material already in inventory. A quality order authorises a test or inspection and specifies which item to test and ho...
PURPOSE: Quality Order Results Entry is used to record the number of items passing or failing each test procedure operation on a quality order. Once all operations are completed, passed items are transferred back into inventory and the remainder are...
PURPOSE: Quantity Based Status Code Maintenance is used to create, maintain, and delete quantity based status codes. The system uses the values associated with these codes to evaluate whether the quantity required for a shipment was overshipped, und...
PURPOSE Rate Code by Item Maintenance to associated optional flow rate codes with numeric production rates for an item on a production line. Although rate codes are not required, they can be a useful tool for evaluating the effects of different reso...
PURPOSE Rate Code by Type/Group Maintenance to associated optional flow rate codes with numeric production rates for an items belonging to specified item types or groups on a production line. Although rate codes are not required, they can be a usefu...
PURPOSE: The Reason Code Analysis Report is used to display the most commonly occurring time and quantity based reason codes recorded during shipment. You can optionally indicate the number of reason codes to display. Results display separately for ...
PURPOSE Reason Code Maintenance is used to create codes that can be associated with a transaction or event to categorize or describe it. Defining reason codes ensures consistent reporting and tracking. Reason types used by the system include: ...
PURPOSE Receipt History Report is used to check that receipt transactions have been completed correctly and that cumulative receipt quantities are correct. METHOD PURCHASE ORDER: Leave blank to show due and past due receipts for all purchased...
PURPOSE Receipt History Report is used to check that receipt and reversal transactions have been completed correctly and that cumulative receipt quantities are correct. METHOD PURCHASE ORDER: Enter Reversal Purchase Order Number in from and t...
PURPOSE Registration Maintenance is used to create registration for data collection with the Supplier Performance system. A registration is a record consisting of a supplier, item, and site, or any combination of these, which is used to track perfor...
PURPOSE Requisition approvals let you control your company's requisition process by routing purchase requisitions according to rules you have established regarding the roles and levels of the employees who are authorized to approved requisitions. ...
PURPOSE Requisition Browse is used to match up requisition numbers with suppliers, sites, ship-tos and requisition dates. If detailed data is required, it can be found in the requisition report. REQUISITION BROWSE REQUISITION REPORT REQUIS...
PURPOSE Requisition Routing Maintenance is used to route a requisition to an approver, a reviewer, a buyer, or any other valid user. This is the same function that is available on the routing screens in Requisition Maintenance and approval maintenan...
PURPOSE Return statuses are used to manage the return and exchange process in Call Activity Recording and in MO Direct/Pending Returns. Setting up return statuses is required only if you are going to use material orders (MOs) or return or exchange i...
PURPOSE Revenue product lines allow you to isolate the income generated by service activity from standard sales income. If not specified, the product line of the item being repaired or of the service type in effect is used, depending on the value of...
PURPOSE Role Create is used to define roles in your system. You should define as many roles as required in order to model your business processes in the system. A role is a logical subset of activities that describes a user's business function or...
PURPOSE Role Membership Maintain is used to define an association between a role defined in the system and a system user and to indicate which role is the user's default role. The default role does not affect security, but is used to determine role-...
PURPOSE Role Permissions Maintain is used to define the role permissions in your system, You define permissions for both resources on the menu and resources that are not on the menu. For resources on the menu, note the following: Only executabl...
PURPOSE Routing Cost Roll Up is used to calculate the manufacturing costs, lead times and total yield for one or more items at a particular site. You must specific both a site and cost set. METHOD SITE: Enter site code Press enter or click...
PURPOSE Routing Maintenance (Rate Based)n is used to specify the sequence of operations used to produce a finished product in a high volume production environment. Routings must be completed prior to using Work Orders or Advanced Repetitive. R...
PURPOSE Routing Maintenance (Rate Based) is used to specify the sequence of operations used to produce a finished product in a high volume production environment. Routings must be completed prior to using Work Orders or Advanced Repetitive. Ro...
PURPOSE Routing Slip Maintenance is used to create and define the routing slips used to manage the approval process of documents in the Product Change Control (PCC) module. Each PCR and PCO must have a routing slip that controls its approval process...
PURPOSE The return to supplier process takes the return material authorization (RMA) process, one step further. Sometimes, you send an item returned from the end user back to a supplier, who repairs or replaces it. The return to supplier functions i...
PURPOSE RTS receipts is used to record that a supplier has fulfilled all or part of a commitment by delivering replacement materials. These materials are received into inventory, and the system calculates variances and generates receiving history fo...
PURPOSE An RTS Shipment indicates that you have sent an item or component to a supplier for repair, replacement, or credit. This item is either issued from inventory or transferred to an At Supplier Site and Location. Receiving history is generated ...
PURPOSE Use this work aid to run Batch Processing in MFG/PRO RUNNING BATCH PROCESSES A batch process is a group of processes run simultaneously. To set up a batch process, first create a batch ID in Batch ID Maintenance. BATCH ID: Enter B...
PURPOSE: SAF Code Create is used to create the values that you assign to a SAF Concept. They generally correspond to the individual item for which you require analysis. Every SAF concept must have at least one default SAF code - defined in the SAF st...
PURPOSE: SAF Concept create is used to create SAF concepts. Changing concepts has the following restrictions: * Y0u can not delete a system SAF concept. You can delete a user defined SAF concept if it has already been used in a transaction. * Y...
PURPOSE: SAF Structure Create is used to combine up to five SAF concepts in a sequence. You then link the structure to general ledger accounts, cost centre or projects. You can associate only one SAF stgructure with a GL account, cost centre or proje...
PURPOSE: Sales Account Maintenance is used to assign sales accounts to sites, sites and customer types, sites and distribution channels, or sites, customer types and channels. METHOD: PRODUCT LINE MAINTENANCE: Enter product line code SITE:...
PURPOSE Sales Order Browse shows which items have been requested by Customers. It shows quantities outstanding, quantities shipped and the due date of all orders
PURPOSE Sales Order Confirmation is used to confirm sales orders or sales order lines. Only confirmed lines can be allocated and shipped, consume forecast and are considered as demand by MRP. In addition, sales history is not generated until the ord...
PURPOSE Sales Order Credit Maintenance is used to add or remove a credit hold from a single sales order, return material authorization (RMA) or material order. METHOD SALES ORDER: Enter sales order number Press enter or Click on Next to co...
PURPOSE: Sales Order Maintenance is used to record items sold to a customer on an occasional basis. The orders tend to be few and far between and it is therefore not anticipated that a scheduled order would be required. The order includes due dates ...
PURPOSE Sales Order Print is used to print selected sales orders. A sales order represents a contract with a customer. As a rule, sales orders are printed and sent to the customer as evidence of this contract. METHOD SALES ORDER: Enter Sales Ord...
PURPOSE Sales Order Re-pricing updates the list and net price to the latest corresponding price list price when executed. You can re-price sales orders so that ordered quantities are added together, across orders, to calculate quantity breaks. ME...
PURPOSE Sales Order Release to Work Order is used to generate final assembly work orders based on confirmed sales order lines for configured products of type assemble to order (ATO). You can not release kit items to a work order. One Final assembly ...
PURPOSE: Sales Quote Copy from Order to quickly create a new quote using a similar, existing sales order. Quotes can be entered manually in Sales Quote Maintenance or copied from an existing sales order or quote. After a copy, you can modify the ...
PURPOSE: Sales Quote Copy from Quote to quickly create a new quote using a similar, existing sales quotation. Quotes can be entered manually in Sales Quote Maintenance or copied from an existing sales order or quote. After a copy, you can modify ...
PURPOSE: Sales Quote Maintenance is used to record details about a potential sale to an established customer. The quote includes due dates and pricing information, as well as freight charges and taxes, if applicable. Sales quotes control and monitor...
PURPOSE Sales Quote Print is used to print selected sales quotations. A sales quote represents a commitment to a customer to sell them certain items at a certain price. Usually, quotes are printed and sent to the customer for approval. METHOD ...
PURPOSE Sales Quote Re-pricing updates the list and net price to the latest corresponding price list price when executed. You can re-price sales quotes so that ordered quantities are added together, across orders, to calculate quantity breaks. ME...
PURPOSE Sales Quote Release to Order is used to generate sales orders for open sales quotes that are ready for release. The release of a quote results in a confirmed sales order. METHOD CYCLE: When using recurring quotes, enter cycle code to ...
PURPOSE: The Inventory Sampling Menu enables companies to sample (or audit) the quality of their inventory on a regular basis. This is particularly applicable when using inventory items with a limited shelf life. Sample based on days to expire - ...
PURPOSE Schedule Code Maintenance is used to specify codes that define basic information about a schedule. The system uses schedule codes to determine default settings and base data in the following programs: * Production Line Maintenance (optio...
PURPOSE: Schedule Maintenance is used to view and modify a release of a scheduled order created in Scheduled Order Maintenance. While you can create a schedule release with Schedule Maintenance, this is not recommended. Use Schedule Update from MRP ...
PURPOSE: Scheduled Order Maintenance is used to set up Supplier Schedules. These schedules give suppliers long term visibility into your needs and are used when you have frequent requirements for the same item. With this visibility, suppliers can co...
PURPOSE: To Set up all required details for processing incoming Customer Planning and Shipping schedules. CUSTOMER SCHEDULE MAINTENANCE: Customer Schedule Sales Orders are open ended Sales Orders (the opposite of Discrete Sales Orders) and are...
PURPOSE The Scheduled Order MRP % Maint screen is used to allocate the percentage that the purchase order is to supply for the item to the site on and after the effective date. METHOD SHIP-TO SITE: Enter your site code ITEM NUMBER: Enter th...
PURPOSE Schedule Period Maintenance is used to establish planning periods used in flow scheduling. METHOD Planning Period: Enter code to be used for the planning period Press enter or click on next to continue Description: Enter a descript...
PURPOSE Schedule Print is used to print the scheduled order release as a material release to the supplier. This document shows what long range requirements you have for the supplier, detailed by dates, times and quantities. METHOD PURCHASE OR...
PURPOSE: Schedule Report is used to report on standard schedules, planning schedules and shipping schedules. Both active and historical schedule data can be viewed. METHOD PURCHASE ORDER: To look at a specific purchase order, enter the Purchas...
PURPOSE Schedule Report is used by customer service to check that EDI data has been uploaded correctly into the customer schedule records. It is also used to ensure that the required ship schedule update has completed correctly. METHOD SHIP-F...
PURPOSE Schedule Summary Report is used by receiving to determine expected and past due receipts from supplier schedules. METHOD PURCHASE ORDER: Leave blank to show expected and past due receipts for all purchased items ITEM NUMBER: Leave ...
PURPOSE: Schedule Update from MRP creates a new supplier schedule release. It locates all planned orders for the selected items and schedules quantities and dates using scheduled order parameters. To create supplier schedules automatically from M...
PURPOSE Sequence Schedule Maintenance is used to create new sequence schedules or modify existing schedules. Sequences are not typically created at the supplier site. Most customer-delivery sequence information is imported into the system using E...
PURPOSE Sequence Schedule Report is used to view sequence schedule requirements. Sequences are not typically created at the supplier site. Most customer-delivery sequence information is imported into the system using EDI eCommerce. As a result th...
PURPOSE Service Category Codes represent the most detailed breakdown of service activity. Each service category must be tied to an existing invoice sort when it is defined. The invoice sort gives a high level summary of the financial impact of all s...
PURPOSE Service Item by Site Maintenance allows the user to attach different service BOMs and routings to items according to Site. METHOD ITEM NUMBER: Enter Item Number SITE: Enter site for this item Press enter or click on next to cont...
PURPOSE Service items are those dealt with in providing service to your customers, and consist of two items services, and items used during service. Each is identified in Service Item Maintenance along with data controlling how Service/Support Manag...
PURPOSE Service Price Lists are used to automate pricing for two critical service areas: Contract Coverage and Call Activity Recording. Price lists defined in the Items/Sites module are used when items are sold or purchased. METHOD PRICE LIST:...
PURPOSE A service routing defines the sequence of steps required to complete a service activity. These are only necessary in service environments that require detailed control of repair operations. METHOD ROUTING CODE: Enter service routing c...
PURPOSE Service Structure Maintenance is used to define the items to be grouped together under a service BOM code. METHOD BOM CODE: Enter service BOM Code Press enter or click on next to continue DESCRIPTION: Enter description UM: En...
PURPOSE Service Work Centre Maintenance is only required if you plan to report service labour in Call Activity Recording. METHOD WORK CENTRE: Enter service work centre Press enter or click on next to continue DESCRIPTION: Enter work cent...
PURPOSE Use this work aid to set up Printers in MFG/PRO SETTING UP PRINTERS After you have defined printer types, use Printer Setup Maintenance to set up printers and other output devices. _Output To. _Assign a unique name to each printer ...
PURPOSE: Shared Set Create is used to define shared sets. Shared sets group data that can be shared among domains, so that a domain can have an independent chart of accounts or several domains can shared the same chart of accounts, streamlining setup...
PURPOSE Shift Maintenance is used to define the normal hours and production rate factor for each shift during a day for each Production Line in a Site. Exceptions to the normal pattern, such as holidays, shutdowns, or additional production time, suc...
PURPOSE: SHIP DELIVERY TIME MAINTENANCE IS USED TO CREATE SHIPPING DELIVERY TIME (SDT) CODES. SDT CODES SPECIFY EXACT DELIVERY TIMES FOR SHIPPING SCHEDULES. YOU CAN ASSOCIATE MULTIPLE DELIVERY TIMES WITH EACH SDT CODE, THEN ASSOCIATE THESE CODES WITH...
PURPOSE: Ship-to/Item Controls Maintenance is used to define specific default values for combinations of ship-to addresses and item numbers. The values entered here over-ride the settings in Consignment Control. METHOD: SHIP TO: Enter the ship...
PURPOSE: The Shipment History Report is used to monitor shipment transactions from site to customer. METHOD: SHIP FROM: Enter your site code in the from and to fields SOLD TO: Optionally enter your customer sold-to details SHIP-TO: Optio...
PURPOSE: Shipment Performance Data Maintenance is used to modify shipment performance data. You cannot use this program to delete existing records or to create new records. This function can be used to amend status codes, reason codes, line-item ...
PURPOSE: The Shipment Performance Report displays the overall shipping performance by time-based status code. It calculates and displays item totals for each unit of measure and currency combination. Depending on sort option, it shows totals for ite...
PURPOSE: Shipment Reason Code Entry is used to enter shipment performance reason codes for shipments that have been processed and do not have reason codes associated with them METHOD: CUSTOMER SOURCE: Enter SO for sales orders and customer sc...
PURPOSE: Shipper Unconfirm reverses most actions performed by the system at confirmation, returning the shipment to its pre-confirmed state and allowing it to be subsequently modified, cancelled , re-printed and reconfirmed. In order to unconfir...
PURPOSE: SHIPPING SCHEDULE MAINTENANCE IS USED TO SET UP A DETAILED SHIPPING SCHEDULE FOR A SPECIFIC COMBINATION OF TRANSPORTATION MODE, SOURCE SITE AND RECEIVING SITE. METHOD TRANSPORT ID: Enter transport ID code (maximum of 8 digits) SOURCE SI...
PURPOSE The forecast ID identifies a template of criteria for analyzing historical sales data in the calculation of monthly forecast quantities in simulated Forecast Calculation. The criteria template may be modified each time a calculation is perfo...
PURPOSE Simulated Forecast Calculation is used to calculate a forecast. Sales history data is analysed to predict sales quantities for the year specified. The calculation requires a criteria template, which can be set up in this screen by defining t...
PURPOSE Simulation to Summarised Forecast is used to roll detail forecast records into the summary forecast table which is accessed by MRP. METHOD FORECAST ID: Enter your Forecast ID in the from and to fields Press enter or click on next t...
PURPOSE Simulation to Simulation Copy is used to copy of combine criteria templates and/or forecast records. When combining, forecast for an item in the source record is added to the forecast for that item in the target record. When copying, the sou...
PURPOSE Single Item Simulation Copy is used to create a forecast for a new item based on historical sales of another item. The source record for an item is copied to another forecast ID with a different item. The new item must exist in the item mast...
PURPOSE Site Maintenance is used to define places where you manufacture or store inventory. Inventory control and planning information is maintained by site which includes: inventory availability, manufacturing methods and costs, sales and purchase ...
PURPOSE Use this work aid to set up site security within MFG/PRO USING SITE SECURITY Site security lets administrators control user access to inventory transactions at each site. Only authorized users can process transactions at secured sites...
PURPOSE: SOD Category Create is used to create segregation of duties categories. Add as many categories as required to accommodate your specific SOD requirements. SOD CATEGORY CODE: Create required Category Code SOD CATEGORY DESCRIPTION: Add ...
PURPOSE: SOD Category Membership Maintain is used to maintain associations between an application resource - that is, an activity or a program represented by a menu item - and an SOD category. METHOD: SOD CATEGORY CODE: Specify a segregation...
PURPOSE: SOD Configuration is used to activate segregation of duties rule checking on your system. If you activate SOD, all validation rules are run to check for violations. You can not continue implementation SOD if role permission violations ex...
PURPOSE: SOD Matrix Maintain is used to specify if an SOD category is compatible with another SOD category. The system stores the compatibility constraints you specify as a matrix, which is represented as a set of pairs of SOD category codes. ME...
PURPOSE: SOD Policy Exception Create is used to maintain SOD policy exceptions. Defining a policy exception gives a specified user access to a pair of resources that are not compatible under SOD policy. METHOD: EXCEPTION CODE: Enter a policy ...
PURPOSE: SOD Role Exclusion is used to indicate that a particular role is exempt from SOD rule checks and blocking. This option is particularly useful for roles applied to technical superuser accounts used to query the database and performs actions...
PURPOSE: SOURCE NETWORK CODES GROUP ITEMS FOR PLANNING PURPOSES. DRP PLANS INTERSITE REQUESTS IN EXACTLY THE SAME WAY FOR ALL ITEMS ASSIGNED TO THE SAME SOURCE NETWORK. SOURCE NETWORK CODES ARE DEFINED IN NETWORK CODE MAINTENANCE AND THE PLANNING DET...
PURPOSE A Standard Operation is a template for multiple similar or identical routing operations. METHOD STANDARD OPERATION: Enter Standard Operation Code Press Enter or Click on Next to continue DESCRIPTION: Enter Description of standar...
PURPOSE State Create is used to create state records. METHOD STATE: Enter required state code DESCRIPTION: Enter description of state code ACTIVE: State whether this state code is active Press enter or click on next to complete the s...
PURPOSE: Sub Account activities are used to create sub accounts for analyzing activity on an account code and to providing further detail in financial reporting. Sub accounts are typically used to report on the financial activity of business units or...
PURPOSE: Sub Account Code Maintenance is used to define General Ledger sub accounts and associated them with valid account ranges. METHOD: SUB ACCOUNT: Enter your sub account code Press enter or click on next to continue DESCRIPTION: En...
PURPOSE: Sub Account Mask Create is used to define the ranges of GL accounts with which a sub account can be combined in postings. METHOD: CODE: Enter sub account mask code DESCRIPTION: Enter a description for the sub account mask code ACT...
PURPOSE Subcontract Routing/Op PO Maintenance is used specify discrete subcontract purchase orders for a specific routing and operation. METHOD SITE: Enter site that this sub contract item will be delivered to ITEM NUMBER: Enter the comple...
PURPOSE Subcontract Order MRP % Maintenance is used to allocate order percentages among subcontractors for the same item and connect sub contract scheduled orders to a specific routing and operation. METHOD SITE: Enter site that this sub con...
PURPOSE Supermarket Maintenance is used to identify areas where inventory supplied by a kanban loops is stored either during the production process or as completed items. These areas can include stockroom locations, work centre locations etc… Superm...
PURPOSE Supplier Accounts Maintenance is used to define PO receipt and expensed item accounts per supplier. METHOD SUPPLIER: Either enter an 8 digit code of your choice or leave blank to allow auto creation of supplier number. Press enter o...
PURPOSE Supplier Calendar Maintenance defines a supplier's standard work week and defines exceptions to the normal calendar, such as scheduled shutdown period. Supplier Calendars are used by Schedule Update from MRP to calculate shipment dates, b...
PURPOSE: SUPPLIER CONTROLS MAINTENANCE IS USED TO DEFINE A SCHEDULE DEFAULT FOR SPECIFIC SUPPLIERS. EACH SUPPLIER SPECIFIC SET OF DEFAULTS DEFINED IS CALLED A CONTROL RECORD. When you create a scheduled order for a supplier that does not have an ass...
PURPOSE Supplier Create is used to set up supplier records in the system. Key financial records linked to this supplier are set up in this screen e.g. business relationships, accounting requirements, payment details, banking information and credit t...
PURPOSE Supplier Data Maintenance is used to complete operational data for each company from which you purchase material. Completing the operational data creates an operational address code for the supplier. METHOD SUPPLIER: Either enter an 8 ...
PURPOSE Supplier Item Maintenance is used as a cross reference between your internal item number and the Supplier's item number. If required, a further manufacturer's item number can also be referenced. METHOD ITEM NUMBER: Enter the part numbe...
PURPOSE Supplier/Item Controls Maintenance is used to define specific default values for suppliers or for combinations of suppliers and items. The values entered here over-ride the settings in the Supplier Consignment Control File for this specifie...
PURPOSE Supplier Maintenance is used to set up Supplier parameters for use in the Purchasing and Accounts Payable modules. METHOD: SUPPLIER: Either enter an 8 digit code of your choice or leave blank to allow auto creation of Supplier number. ...
PURPOSE: Use Price List Maintenance to create price lists used for the following types of orders: Purchase Orders, Supplier Scheduled Orders, and Return to Supplier (RTS) Orders PO Price Lists are associated with suppliers in Supplier Maintenance a...
PURPOSE Supplier Remit to is used to set up a central supplier payment address. It can be linked to multiple suppliers. METHOD: SUPPLIER: Enter the Supplier code set up in Supplier Maintenance Press enter, or click on next to continue CODE...
PURPOSE: Schedule Update from MRP generates releases of supplier planning schedules based on scheduled orders set up in Scheduled Order Maintenance. Use Supplier Planning Schedule Maintenance ot edit these planning schedules and to add specific deli...
PURPOSE: Schedule Update from MRP generates releases of supplier shipping schedules based on scheduled orders set up in Scheduled Order Maintenance. Use Supplier Shipping Schedule Maintenance to edit these shipping schedules and to add specific deli...
PURPOSE System Event/Category Maintenance is used to cross reference your category and event definition codes to the corresponding automatically collected system categories and events. These links are only in place for automatically collated data...
PURPOSE Tax Base Maintenance is used to create tax base records, which describe amounts to tax. A tax base is normally the portion of sales price that is taxable. METHOD TAX BASE: Enter tax base code Press enter or click on next to continu...
PURPOSE Tax Box Create is used to create tax boxes. Tax boxes represent tax subtotal fields on tax declaration forms required for filing legal reports. Tax boxes are usually defined in pairs; one identifies the transaction amount and the other th...
PURPOSE Tax Class Maintenance is used to create codes used to categorise product lines, items, customers, suppliers, and trailer charges that are tax exempt or subject to taxation. . METHOD TAX CLASS: Enter a code that identifies a group of c...
PURPOSE Tax environment records are sets of taxes that apply to one or more ship-from/ship-to tax zone combinations and specific customer or supplier tax classes. METHOD TAX ENVIRONMENT: Enter required coding for tax environment Press ente...
PURPOSE Tax Group Create is used to create groups that combine one or more tax boxes. Tax groups rather than individual tax boxes are associated with tax rates. METHOD TAX GROUP CODE: Enter tax group code DESCRIPTION: Enter description of...
PURPOSE: Tax Period Create is used to create periods for tax reporting and Tax Period Modify to manually change the period status METHOD: NEW YEAR: this field displays the new tax calendar year to create. The default value is the latest tax year...
PURPOSE Tax rate records specify how the system calculates and posts tax amounts for each tax type, depending on the transaction tax environment. On transactions, the system calculates taxes for each tax type that applies to the transaction. The ...
PURPOSE Tax Types identify taxes that are separately calculated and reported to a specific jurisdiction i.e. UK value added tax (VAT), Californian sales tax or non-tax categories. METHOD TAX TYPE: Enter required coding for tax type Press e...
PURPOSE Tax Usage Maintenance is used to define codes that identify the intended usage of the item relative to tax reporting requirements. METHOD TAX USAGE: Enter a code that identifies a group of customers, suppliers, or items subject to spe...
PURPOSE Tax zones are geographic regions (countries, states) that assess taxes. MFG uses tax zones to identify the tax environment for transactions. METHOD TAX ZONE: Enter required coding for tax zone Press enter or click on next to contin...
PURPOSE Test Results Maintenance is used to record the values measured for certain product characteristics: dimensions, purity, PH, performance levels etc…. A pass/fail grade is attached to each result. This information is maintained in the system a...
PURPOSE Test Results are used to record the values measured for certain product characteristics: dimensions, purity, PH, performance levels etc…. A pass/fail grade is attached to each result. This information is maintained in the system and displays...
PURPOSE: Time Based Status Code Maintenance is used to create, maintain, and delete time based status codes. The system uses the values associated with these codes to evaluate whether shipments are early, later or on time, The system then assigns th...
PURPOSE: This Work Aid outlines the steps for maintaining Trading Partner Maintenance. METHOD: * Defines the transaction sets to be processed for the Trading Partner. * Cross-Reference the external address to internal site and ship-to. * ...
PURPOSE: This Work Aid outlines the steps for maintaining Trading Partner Parameter Maintenance. METHOD: * Typically used to enable the sending of outbound documents. * Stores 20 Logical Parameters * Stores 20 Character Parameters * Sto...
PURPOSE Trailer Code Maintenance is used to set up special add on charges that apply to customer orders. METHOD TRAILER CODE: Enter trailer code Press enter or click on next to continue DESCRIPTION: Enter description of trailer code ...
PURPOSE Trailer Tax Detail Maintenance is used to indicate how add on charges such as freight, duty, or special tooling should be taxed. METHOD TRAILER CODE: Enter trailer code DESCRIPTION: Enter description of trailer code Press enter ...
PURPOSE: TRANSPORTATION MODE MAINTENANCE IS USED TO SET UP THE DIFFERENT METHODS YOUR COMPANY USES TO MOVE PRODUCTS FROM ONE SITE TO ANOTHER. METHOD TRANSPORT ID: Enter transport ID code (maximum of 8 digits) Press enter or click on next to cont...
PURPOSE: TRANSPORTATION NETWORK MAINTENANCE IS USED TO DEFINE THE METHOD OR METHODS USED TO TRANSFER ITEMS BETWEEN A SPECIFIC SOURCE SITE AND A DEMAND (RECEIVING) SITE. METHOD TRANSPORT ID: Enter transport ID code (maximum of 8 digits) SOURCE...
PURPOSE Unit of measure conversion is used to define alternate units of measure with the appropriate conversion factors. METHOD UNIT OF MEASURE: Enter Unit of Measure ALTERNATE UM: Enter Alternate Unit of Measure ITEM NUMBER Optionally, ...
PURPOSE User Domain/Entity Access Maintain is used to create or maintain user access privileges for domains and entities. The combination of domain and entity represents a workspace in the .NET User Interface. METHOD You can use the three sele...
PURPOSE: User Forecast Method Maintenance is used if you wish to set up your own statistical methods in a forecast calculation. Please note that methods 01 - 50 have already been pre-defined. METHOD: LANGUAGE ID: Enter appropriate two digit La...
PURPOSE Use this work aid to set up user groups in MFG/PRO METHOD GROUP NAME: Enter agreed Group Name Press enter or click on next to continue DESCRIPTION: Enter group description Press enter or click on next to continue DOMAIN: En...
PURPOSE Use this work aid to set up users in MFG/PRO METHOD You define users by assigning a unique user ID in User Maintenance. Each program is always passed the user's ID, any group names associated with the user, and access information assoc...
PURPOSE Use this work aid to set or amend user passwords in MFG/PRO METHOD UPDATE PASSWORD: Ensure this flag is ticked to update your password Press enter or click on next to continue CONFIRM PASSWORD: Confirm Current Password Press e...
PURPOSE: VAT Registration Format Maintenance is used to define acceptable VAT numbering formats country by country. This ensures that VAT registrations numbers are validated on entry into the database. METHOD: VAT PREFIX: Enter VAT prefix - th...
PURPOSE: Vertical Approver Maintenance is used to assign requisition approval authority for an organization within your company. METHOD USER ID: Enter Horizontal Approver User ID ENTITY: Enter Entity FROM SUB ACCOUNT: Optionally, enter addi...
PURPOSE Companies providing after sales service often provide warranties on their products. Warranty data controls processing throughout Service/Support Management. For installed items, the warranty determine both Coverage and Terms of Service ME...
PURPOSE Work Centres identify an individual machine, a group of similar machines, a cell, or a subcontract supplier. Work Centres are required in setting up routings and are used in Scheduling, Costing, Capacity and Transaction Accounting. Sub contr...
PURPOSE Work Centre/location maintenance is used to establish cross-reference from work centres to the locations from which the completion of a flow order backflushes components. Method Site: Enter site code Work Centre: Enter work centre c...
PURPOSE Work codes designate what type of work is performed during service activity. They are generally broken down into broad areas of service that reflect how your service organisation is structured. Work codes, in combination with other features,...
PURPOSE: Work Order Account Maintenance is used to assign work order accounts to sites METHOD: PRODUCT LINE MAINTENANCE: Enter product line code SITE: Enter site code Press enter or click on next to continue DEFAULT SUB ACCOUNT: The ...
PURPOSE In order to plan and schedule with the Workbenches, it is critical that they are correctly configured to meet your requirements. This guide takes you through the set up options available to the user. CONFIGURING THE SCHEDULING WORKBENCHE...

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