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Job Aggregation Customization

  • 30 August 2012
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Aggregation of like items can reduce the number of required transactions, for items like Job Time Entry. For many Manufacturers, an operation is repeated for several jobs, and they could process together (same setup, same process), but the Job Part is different, and so they are segregated into separate jobs, and must be transacted separately. This can be time consuming. A customization was defined to aggregate according to rules, to allow a single user to transact Job Time Entry for…

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Custom Product Configurator Delivered

  • 6 August 2012
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Product Configurator has the capability to do complex configuration, to the smallest details. In a recent project, Configurator defined not only the materials and operations, but also variable quantity per parent for the materials, variable Prod Std for operations, and variable upcharge per material.  This was accomplished primarily through a cross reference table and inventive application of rules. Screen examples:                  

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Tray Management and Tracking Customization

  • 3 April 2012
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Required: Tracking of issued components in a consignment warehouse, related to the lot tracked manufactured part. The finished good part is manufactured, and the issued materials documented as associated to the received lot number.  When transferred to a “consignment” warehouse, the finished good is dis-assembled into its components for consumption. The components must maintain identity to the finished good lot number, and will be processed by a sales order and shipment on consumption. Screen examples: Search for Lots by Customer…

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Manufacturer in Sales Order Customization – Delivered to Customer

  • 26 March 2012
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As part of a Distribution model, Manufacturer is a critical attribute for the management of costing and pricing. For this implementation, Manufacturer is equal to Supplier, and all materials are lot tracked, so the Manufacturer will be assigned by Lot. At Quote and Sales Order entry, the manufacturer drives pricing, and also allows computation of a gross margin based on the available lots. A dashboard of information was added to the List grid tab of both the Quote and the…

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Material Tag Customization Delivered

  • 9 March 2012
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  Screen examples: The RDD for Material Tag (MtlTags) will be copied. Next operation is defined as “the operation sequence following the operation sequence being ended.” This is a calculated field- there is no field available in the Report Data Definition. The JobOper table will be added to the RDD, for use in calculating the next sequence in the Crystal report. Updated Report Data DefinitionJob CreationMES - Start Production ActivityMES -End Activity Print TagsResulting Tag (No Barcodes)

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Customer Pricing Customization – Driven by “MarkUp” Based on Unit Cost

  • 28 February 2012
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Requirement: Customer Pricing is driven by ‘markup” based on a unit cost, either from the system or entered manually (special pricing from a Supplier). The Special Pricing from the Supplier is known at the time of Sales Order placement, but needs to be passed to the PO Suggestion for the buy to order or make direct release, so that the costs are assigned to the correct shipment. Price lists will not be used- each order will be treated as a…

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Delivery of EFT in SWIFT Format Customization

  • 21 February 2012
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Requirement: electronic payments (EFT – Electronic Transfer of Funds) in SWIFT format, including e-signature. This is used for many electronic transfers of funds, primarily international transfer. The configuration requirements are specific and detailed, but once complete, require no update. Included in the configuration are several user codes for management of acknowledgement and error messages, as well as several new used defined fields for management of A/P payments. This project also required confirmation of approval, though the approval process itself was…

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Warehouse to warehouse transfer with Landed cost applied Customization Delivered

  • 10 February 2012
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Transfer order from one warehouse to another in the same plant requires that freight costs be disbursed and added to the material cost of a part being transferred, and the material be accounted for as “in transit”. The transfer will have all of the required functions of planning a truck for any shipment, including selection of a trucking supplier, setting a due date for the shipment, selecting a part and quantity to be transferred, a ship-to warehouse (and therefore the…

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Training for Suppliers, Customers, as well as Employees Customization Delivered

  • 10 February 2012
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A customization was created to auto assign an existing but Reusable Non-Payroll Employee Record when a Course is requested for a Supplier or Customer Person/Contact. When user clicks the ‘Course Request’ button on the Case Entry form or from Course Request Entry, the system will determine if the person to take the course is a Supplier or Customer. If so, then the system will create a Reusable Non-Payroll Employee record and display the Supplier / Customer information (Type, ID, Name)…

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Tax reporting – Refundable Tax Delivered to Customer

  • 10 February 2012
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Some states and countries have refundable taxes collected, and these need to be reported. One reporting requirement is system calculated tax where a manually calculated tax was applied. This comparison allows errors to be defined more readily, and assists in the reconciliation process. A new report was generated to show taxes in both forms- system calculated, and the actual manual tax applied. A customization was required to support reporting, though no change to the User Interface was made. Taxes by …


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