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- The Accounting, Distribution, and Manufacturing modules have been enhanced with additional record extracts to work in conjunction with the Barista Advisory Locking settings
- Added indices per the Enterprise Manager Query Analysis to boost performance in the AR Customer Detail Listing
- JasperReports localized - The Jasper-based reports in Addon are now localized, using a new Session-specific Classpath (SSCP) that references the addonprop.jar file
- Triggers are now in place to run Shop Floor in Barista and interface to a hybrid v6 Payroll
- On-demand Customer Statement - Produce a statement directly from the Customer Master and optionally print, email, and/or fax according to the Customer Report Control settings
- Jasper-based AR Simple Invoices and Statements - New jasper-based documents replace the BBjForm-based versions. Produces individual pdfs as well as a consolidated pdf for review or output, if desired. Fully integrated with AddonSoftware Administration => Report Control for optional automated Fax/Email
- Jasper-based AP Checks - The new jasper-based AP Checks, which replace the BBjForm-based versions offer enhanced functionality. Now you can print three-part checks in many desirable orders (stub/stub/check, check/stub/stub). Also, vendor and accounting stubs are processed individually so that General Ledger information will print on the accounting stub only
- Jasper-based Invoices - Both on-demand and batch-printed OP Invoices have been upgraded to use jasper-based technology
- New period/year and MTD/YTD Activity fields allow you to change the desired period/year and instantly see the corresponding activity totals. MTD/YTD Activity fields include drilldowns to see supporting detail
- New 'Details' button on the Summary Activity inquiry form (run from GL Account Master) runs query to show detail transactions associated with the selected (non-budget) period
- New Comment button/form in Sales Order Entry, Invoice Entry, and Invoice History Inquiry allows adding and editing of internal comments for the current Customer Number and Sales Order Number. Facilitates intra-company communication concerning any aspect of the order without the need for emails, phone calls, or face to face interaction
- New parameter controlled option to warn users if the Customer PO Number entered on a Sales Order or Invoice has been used before on a different order. Once notified of a duplicate, the user may continue, or view all orders and historical invoices containing that Customer PO Number
- Addon copy, Barista Install Manager (BIM) Copy, and Auto-Sync processes have been knit together into one seamless step. Progress meter and logging added. Also creates the Session Specific Classpath (SSCP) required for localized Jasper reports, and adds it to the target line
- The Upgrade Wizard component now also creates the Session Specific Classpath (SSCP) required for localized Jasper reports, and adds it to the target line
- The audit number shows as a "keyword" in Document Inquiry making it easy to locate and review an archived register
- New global +BYPASS_DEMO_NAG to steer whether to bypass the Demo Nag warning when launching, to facilitate being able to package a normal vs promo build
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Shop Floor Control module
- Work Order Entry
- Header Info - Defines the Work Order type, status, and category as well as the item or activity the Work Order describes. Also, allows linking the Work Order to a customer's Sales Order
- Material Requirements - The list of materials required for the Work Order. The list is automatically populated when the Work order is for an item defined in the Bill of Materials module. Data include quantity, scrap factor, cost as well as a multiplier and divisor for refining unit definition
- Operation Requirements - Defines the Operations necessary to produce an item--including hours and costs related to queue, setup, move, and production
- Schedule Work Order - Scheduling options include Backwards from an estimated completion date, Forward from an estimated start date, and Manual methods
- Release Work Order - Commits material necessary for the production of a work order. Optionally displays shortages. Allows for flagging a work order for Traveler printing and Pick List printing
- Job Status - Reports status information for a work order--including Required Date, Completed Quantity, and Standard versus Actual setup and run times
- Transaction History - Reports unit, rate quantity completed, and cost information for a date range of transactions associated with a work order--optionally filtered by transaction type (Materials, Operations, or Subcontracts). See Work Order Transaction History Report for the batch version of this report
- Cost Summary - Displays the accumulated costs of transactions against a work order, broken down by operation code, material issued, and subcontracts. Totals, variance amounts, and variance percentages are shown
- Comments Maintenance - Allows addition of comments for a work order. Useful for storing engineering notes, special handling instructions, etc
- Subcontract Requirements - Defines subcontract information including rate, units, costs, and optionally, Purchase Order
- Copy Work Order - Saves time by allowing a new non-stock work order to be created from an existing one
- Work Order Detail Report - Provides a detailed report of information about the work order
- Lot/Serial Maintenance - Allows you to assign serial/lot numbers before closing a work order, including ability to auto-assign numbers
- Traveler Printing - Provides a complete list of required materials, labor steps, subcontract requirements, and special comments
- Materials Commitment Entry - Allows commitment of material that differs from the Work Order, e.g. item substitutions or built vs. scheduled quantities
- Pick List Printing - Used by warehouse personnel to collect and record material being removed from stock and issued to a work order, and as source documents for Work Order Issues
- Dispatch Inquiry - Displays information about a selected Operation to assist in work flow scheduling decisions. The data can be sorted by the various columns, and can be filtered by date range, priority, and Work Order status
- Load Balance Inquiry - An interactive graphical tool that shows the impact that open work orders will have on the work schedule
- Create Purchase Requisitions - Generates non-stock Purchase Requisition lines for unattached subcontract requirements within a selected range of Work Orders
- Materials Issues Entry - Allows entry of items and quantities to be issued toward a Work Order. While generally materials issues will be generated from the materials on the pick list, you can issue any material to any open work order
- Materials Issues Register - Reports pending materials issues
- Materials Issues Update - Relieves Inventory of the item quantities listed on the Materials Issues Register and generates a Work Order Transaction reflecting the action
- Time Sheet Entry - Allows the entry of labor hours that have been accumulated against an open work order and entry of the number of production items completed at that operation
- Time Sheet Register/Update - Allows verification of time sheet data entry that has taken place since the last Time Sheet Register update. Update facilitates optional interface to version 6 Payroll using triggers
- Cost Adjustment Entry - This task allows adjustment of open work order operation and subcontract transactions
- Cost Adjustment Register/Update - Allows verification of work order adjustment data entry that has taken place since the last Cost Adjustment Register. The update creates credit and debit transactions against the work order
- Work Order Close Data Entry - This task allows the closing of work orders. Work orders may either be closed complete, meaning that no additional units will be produced, or partial, meaning that a portion of the units will be completed later
- Closed Work Order Detail Report - Provides a report for each work order being closed. Similar to the Work Order Entry Hard Copy, but also incorporates the Work Order Close Data Entry information and a summary of general ledger postings for each work order that is being closed
- Closed Work Order Summary Register - This register prints a summary of the Work Order Close Data Entry information (including both standard and actual costs) and a summary of general ledger postings for the work orders that are being closed
- Closed Work Order Update - Creates the General Ledger Postings. In addition, if a Sales Order was referenced in the Work Order, the Ship and Backorder quantities on the sales order will be automatically updated
- Bottleneck Analysis Report - Use this report to determine where scheduled production will cause a bottleneck. You can base your report on whatever utilization you feel is necessary and run it for only certain operations and through a set range of dates
- Committed Materials Report - Creates a list of material that has been committed to a work order, but not yet issued
- Close Recurring Work Orders - Automatically selects, for partial close, recurring work orders that had activity in the current period. They will be reopened later by the Period End Update task
- Closed Recurring WO Detail Report - Similar to the Closed Work Order Detail Report; provides a file copy of each recurring work order that is being closed. The detailed information includes information on the close data as well as a summary of general ledger postings for each recurring work order that is queued to be closed
- Closed Recurring WO Summary Report - Prints a summary of the costs of the recurring work orders that will be closed by the Closed Recurring WO Update process
- Closed Recurring WO Update - Creates the General Ledger Postings for the recurring work orders selected for partial close
- Closed Work Order Variance Report - Prints a report similar to the Work Order Variance Report for work orders closed in a selected period
- Batch Reschedule Work Orders - Use this task after a change in Shop Floor Calendars or Operations Queue Times to reschedule all work orders or a range of work orders, or just work orders of a certain type or priority
- Conversion Work Order Entry - Allows a quick entry of labor, material, and subcontracted work that is already in a work order when the Shop Floor Control module is installed
- Conversion Work Order Register - Prints a register of the conversions created in Conversion Work Order Entry
- Conversion Work Order Update - Incorporates the information entered during Conversion Work Order Entry into the module record, using the conversion date as the transaction date for each of the work orders. Updates the Work in Process account balances
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