Www.eshbelsaas.co.il
Standard SOW for Partners
Introduction
This document serves as a tool for understanding work processes in an organization, from the standpoint of implementing Priority. The document is structured in a standard Scope of Work (SOW) format, and contains sections for each module in the system. Some of the content of this document will be implemented as is, while some will need to be customized to fit the customer’s work processes, and some content is optional. Steps that are not relevant should be deleted from this document.
When characterizing the different work processes in use by the customer, it is recommended that you obtain complete and unambiguous answers to all of the Basic Questions appearing at the beginning of each section. These are the chief questions to be addressed in your discussions with the customer; however, you should certainly not restrict discussions to these questions alone.
The final SOW includes the project deliverables agreed upon by the customer and the implementer, and is submitted to the customer. This document must be approved by the customer. Occasionally a meeting is required for a training session, or comments, questions, and revisions are raised by the customer. This time should be budgeted in advance when preparing the work plan for approval by the customer.
When preparing a SOW for a customer, each section should contain 3 subsections: a General description of the section topic, a description of the customer’s Current Situation (to be filled in per customer), and a description of Operative Decisions for the Project - that is, future work processes to be implemented in the system. It is also important that you address each point mentioned in the description of the Current Situation when determining future work processes, and not leave any points unanswered. The SOW describes the mutually agreed upon work process and therefore no points should be left open to be decided later (unless otherwise coordinated with the customer).
This sample document includes examples of Operative Decisions for each section; when preparing the customer document these should be revised in accordance with actual decisions reached with the specific customer.
At the end of each main section is a subsection entitled “Setups” - this addresses the data definitions required for implementation of future work processes; such data can be typed into the system or imported from another application. When deciding whether to manually record or automatically load (and verify) the data, deciding factors should include the labor costs of each alternative, as well as the probability of errors resulting from each method. Specify who (customer or implementer) will be responsible for performing the different setups, and what is required of the customer in order to perform setups (e.g., preparing a list of their customers, including addresses, telephone numbers, and contacts, in a predefined file format determined by the implementer).
Note: From this point forward, the document is addressed to your customer.
General
This document describes the process analysis conducted at your company. The document presents the solution for information systems in the organization, while addressing the following points:
– Description of work procedures at your company, with regard to their implementation in Priority.
– List of required software customizations + estimate of customization costs.
The proposed work practices and their implementation are based on an assessment of key issues associated with current work practices, discussions conducted with key customer users, examination of documents and reports currently in use, as well as our cumulative experience in the industry and in systems implementation at numerous factories. A central guideline to the drafting of this document is the agreement with you you’re your company will implement Priority as is, with a few pre-specified exceptions.
This document serves as a basis for understanding project deliverables, required work processes, and implementation by subsidiaries, departments, branches etc. The level of detail varies throughout the document, which addresses various organizational, executive, and technical aspects. In the event that issues were raised in your discussions which are not addressed fully within the standard framework of Priority and customization is indicated, this document also indicates issues which require a customized solution.
Two additional documents are based on this document, and submitted separately:
– A project Work Plan, covering project activities and timetables for implementation, is submitted together with the SOW.
– A detailed Software Modifications document will be submitted once the SOW, which outlines these modifications, is approved.
Organizational Structure
Multiple Companies
In Priority, you can define an unlimited number of companies, including:
– Subsidiaries that handle distribution for the rest of the organization
– Individual factories, defined as separate companies (even though they belong to the same parent company)
– A fictitious company for the purpose of learning and experimenting with the system.
Each company can utilize some or all of the modules, according to their individual needs. Furthermore, a distinct color can be assigned to the title bars of forms and menus for each company in the system, as a visual aid.
Notwithstanding the distinction between companies (in terms of separate databases, data management, definitions and privileges), the system also allows for the flow of data between companies, and the production of multi-company reports.
Affiliates
Priority allows you to maintain a number of distinct companies with separate accounting and common logistical management. Maintenance of affiliates includes:
– Linking all accounts to an affiliate
– Balancing journal entries in every affiliate, including an automatic user-defined balancing mechanism for entries involving more than one affiliate
– Linking branches to affiliates (each affiliate may link to several branches). Transactions involving customers and vendors that are assigned to specific branches are recorded in the ledger of the corresponding affiliate.
– Separate financial reports for each affiliate.
Operative Decisions for the Project:
– Define the legal structure of companies taking part in the implementation.
– Define the organizational structure and specify key personnel (main users) in each field.
– Specify the chosen method of implementation (multi-company versus affiliates).
2 Basic Questions on Organizational Structure
Do you work with branches?
If so:
– Do you require separate numbering of documents? Which documents?
– Do you require data compartmentalization by branch?
Will multiple companies be maintained in the system?
If so:
– Are the companies linked by a merger, while maintaining a need for independent record-keeping within the system?
– Do the companies share common logistical management and separate accounting? (If so, consider managing them as affiliates, after consulting with Eshbel).
– How is the inter-company relationship managed? Is there interaction between companies? Is there a need for Data Exchange between companies?
Purchase Process
This section describes purchasing processes to be implemented, including their financial aspects.
The Purchasing module includes all issues related to the company’s purchasing operations, and enables you to record vendors, vendor price lists, and purchase orders; to run Material Requirements Planning (MRP); and to run Purchase Planning (which can be based on MRP or finite-capacity production planning).
The following procedure describes all stages documented in the framework of Priority, from purchase requisitions (recommendations), to the opening of requests for quotes from vendors, and up to the recording of the purchase invoice.
1 Basic Questions on Purchasing
Method of Purchasing
– Are purchase orders placed for commission sales, inventory, or both?
– Do you purchase mainly from preferred vendors?
– Do you maintain vendor catalogue numbers?
– Do you maintain manufacturer catalogue numbers?
– Do you place purchase orders back-to-back with sales orders?
– Do you work with different order types?
– Do you work with shipping vouchers?
– Do you work with subcontractors?
– Do you work with blanket orders?
Vendors
– Are vendor parts maintained?
– Are vendor part numbers maintained?
– Are there any vendors that are subcontractors?
– Are quality codes maintained for vendors?
– How are A/P accounts categorized with respect to financial statements?
– Are there secured vendors (in terms of accounting)?
– Are there vendors that are exempt from withholding / reporting taxes?
Prices and Discounts
– Do you work with vendor price lists? Or is there a single, uniform purchase price per part (last price)?
– Are there different prices for increments in quantity?
Pre-Purchasing Stage
– Are there purchase requisitions (automatic or manual)?
– Do you request price quotes from vendors?
– Are price quotes recorded, as a basis for comparing vendors?
Purchasing Stage
– Are purchase orders based on vendor price quotes?
– Is there a round of authorization before executing a purchase order?
– Are purchase orders linked to blanket orders?
Receipt from Vendor
– Is receipt of goods from a vendor based on one or more purchase orders?
– Are serial numbers assigned upon receipt of parts? Do parts arrive with a vendor serial number or is a serial number generated upon receipt?
– Do you maintain lots for goods received? If so, are these based on vendor lots?
– Do received items undergo quality assurance of any kind?
Vendor Invoices
– Are vendor charges based on shipping documents or purchase invoices?
Vendor Payments
– What are the methods of payment to vendors?
– What is the frequency of payment to vendors?
Shipping
– Is it important to record the weight/volume of received items?
– Dual-currency users: Do you work with bonded warehouses for imported goods?
Subcontractors
– Are raw materials issued to the subcontractor? How are items provided to a subcontractor issued?
– Are orders to the vendor for one operation out of many in the routing, or for a routing with a single operation?
– Are there items that are sometimes purchased as Type R parts from the subcontractor and sometimes produced by the company?
2 Vendors
General:
The system enables you to set up a database for vendors, which includes comprehensive information that assists you in maintaining business relationships with the vendors you work with. A separate account is created for each vendor, in which you can record basic logistical details (telephone number, address, and e-mail), as well as multiple vendor contacts, with whom you can maintain a relationship using the Customer and Vendor Relations Management (CVRM) module. Furthermore, financial data are maintained for vendors in the Financials module (e.g., payment terms, bank account details, method of payment), making it easier to perform routine vendor-related activities. You can also create and maintain a list of parts supplied by each vendor, which will be accessible through the vendor record.
In addition to recording regular vendors, the system also enables you to work with one-time vendors with ease and efficiency.
Current Situation:
Operative Decisions for the Project:
– Vendor records will be opened in the system by XX.
– Initial vendor status will be XX.
– For each vendor, the following data will be maintained: XX.
– Vendor part lists will/will not be maintained.
3 Purchase Requisitions
General:
Purchase requisitions are internal documents that record a projected need for raw materials or any other part. These documents are submitted to authorized personnel for approval and, once approved, can serve as a basis for requests for price quotations or purchase orders. Priority enables you to create purchase requisitions either automatically or manually. When purchase requisitions are created automatically, they are based on purchase-planning parameters that are recorded in advance (see section 3.11 - Purchase Planning). The use of manual purchase requisitions is generally relevant in situations where a number of centers (departments) initiate a purchase request, while another department orders from the vendor.
You can designate a sole authorizer or a set of authorizers for each purchase requisition, as well as the order of authorization. To record these definitions, use the system’s Business Process Management (BPM) utility. You can also restrict recording of purchase requisitions to authorized users.
Each individual purchase requisition is assigned to a relevant buyer; the order can be placed by this user alone.
Current Situation:
Operative Decisions for the Project:
– Purchase requisitions will be created manually/automatically by running the MRP and Purchase Planning programs.
– Authorization of the requisition will be performed using the system’s BPM utility. To this end, the following statuses will be created: XX.
4 Requests for Price Quotations
General:
Requests for price quotations (RFQs) are produced within the system. This facilitates tracking of requests submitted to the vendor, and forms a basis for recording the price quote received from the vendor. RFQs can be created manually by filling in details of the requested parts and the desired vendor, or generated automatically based on purchase requisitions or existing sales orders. You have the option of sending requests to multiple vendors for the same RFQ.
If necessary, you can include remarks or relevant attachments with the RFQ.
Current Situation:
Operative Decisions for the Project:
– RFQs will be produced within the system, and serve to record price quotes received from the vendor as well as to track requests submitted to the vendor.
– RFQs will be based on purchase requisitions, thereby enabling automatic itemization of the request.
– Delivery terms (e.g., CIF, FOB), remarks, and relevant attachments will be included as necessary.
– Statuses used in this form are: XX.
5 Vendor Price Quotations
General:
Quotes received in response to an RFQ can be recorded in the system and compared. A special report presents a comparison of quotes received from different vendors in table form. You can also view all possible purchase prices, as well as their price sources.
Price quotes can be linked to the RFQ, resulting in automatic quote itemization of those parts appearing in the request. When recording a purchase order, you can base prices on a specific vendor quote, or view all quotes from all vendors who supply the part and then choose the one you prefer.
A vendor quotation can include different prices for the same part, with different minimum quantities. When a quote of this type is linked to an order, the appropriate order price is derived from the quantity being ordered. Each price quote has a designated expiration date.
Current Situation:
Operative Decisions for the Project:
– Price quotations will be based on RFQs, resulting in automatic itemization of the quote.
– All price quotes will be recorded, and not only those that are chosen, thereby enabling comparison of the various quotes and preserving a record of all possible purchase prices.
– Responsibility for inputting quotes into the system falls on: XX.
– Statuses used in this form are: XX.
6 Vendor Prices and Discounts
General:
Priority enables you to define vendor price lists and/or record purchase prices for each item in the Part Catalogue. If you wish to maintain a history of prices, it is recommended that you work with vendor price lists.
Current Situation:
Operative Decisions for the Project:
– Work with vendors is based on price lists that are agreed upon with each individual vendor, in keeping with the specific parts purchased from that vendor.
– Price lists are updated manually at predefined intervals, as set with the vendor.
– In exceptional cases (for example, if a part does not appear in the price list), an RFQ is sent to the vendor.
– The price in the price list is for one unit of the part (the unit in which the part is sold).
7 Blanket Purchase Orders
General:
Blanket purchase orders offer special pricing terms in return for a commitment to order a specified quantity over a designated period of time. These orders form a basis for multiple purchase orders from a single vendor for specific parts included in the blanket order. Priority provides a means of tracking how much of the blanket order remains to be ordered, as well as the monetary value of this balance. The blanket order balance, which is originally identical to the blanket order quantity, decreases as purchase orders linked to the blanket order are placed for this part. Once the balance reaches zero, the blanket order item is closed automatically. Nonetheless, you can still open purchase orders for the part and base them on the blanket order; in this case, the blanket order will display the date on which the balance first reached zero. Each blanket order is assigned an expiration date, after which you can no longer open purchase orders based on it.
Current Situation:
Operative Decisions for the Project:
– The company will work/will not work with blanket purchase orders.
– Statuses used in this form are: XX.
8 Purchase Orders
General:
Priority offers the option of opening purchase orders either manually, or automatically based on various sources: purchase requisitions, price quotations, or sales orders. When basing an order on an existing document, order details such as the parts ordered, their quantities and due dates, are taken from the original document. You can add or revise any of these details as necessary. Furthermore, prices and discounts for each part are filled in automatically, based on an original document or other source (e.g., financial parameters for the vendor), according to a predetermined hierarchy. You can record different due dates for the same part in a single order.
The purchasing manager receives from Priority a wealth of information related to the ordered item, on which to base decisions and plan the execution of the necessary purchases, including current inventory levels and projected balances, recent inventory transactions, and possible prices (from price lists, quotations, previous orders, etc.).
The purchase process is managed using the BPM utility. You can use the BPM flowchart to define the various stages of authorization required by the company before an order can be finalized. Additional control mechanisms in the system include budget control: you can link a budget item to each line item in the purchase order, and thus maintain an accurate picture of the balance of your purchasing budget.
Current Situation:
Operative Decisions for the Project:
– Different purchase processes can be defined within the organization according to the company and/or type of part.
– Purchase orders will be opened manually/automatically, based on sales orders/purchase requisitions/blanket purchase orders.
– Purchase authorization will be managed through the BPM utility. Authorized signers will be: XX.
– Statuses used in this form are: XX.
9 Purchasing – Inventory
This section documents the company’s inventory processes for working with vendors.
1 Goods Received from Vendor
General:
Goods receiving vouchers (GRV) can be opened either as independent documents or based on purchase orders. If GRVs are linked to one or more purchase orders, they are itemized automatically with all open items in those orders. Quantities are based on order item balances, which, in turn, are updated by the GRV.
Goods receiving vouchers can later be used to record a multi-GRV invoice received from a vendor.
Notes:
– GRVs can also be used to record returns to a vendor.
– GRVs should not be used to record services that are not inventory-controlled (e.g., consulting hours); these will be recorded in purchase invoices.
– You can also record the receipt of goods in a vendor invoice, thereby recording an inventory transaction (receipt of goods) and updating inventory balances in the receiving warehouse.
Current Situation:
Operative Decisions for the Project:
– Receipt of goods into the warehouse will be recorded in a GRV/vendor invoice.
– In case of incoming shipments received after the invoice, the GRV will be linked to a multi-GRV invoice and itemized on the basis of the order items.
– Received goods will be based on purchase orders only (one or more), and the receipt of goods will partially or fully close the corresponding line in the order.
– Receipt of goods that include serialized parts will be documented by recording the serial numbers.
– Goods will be received directly into the warehouse. In cases where certain (predefined) parts require quality control, it will be possible to perform QA and laboratory release.
– When receiving goods into inventory, additional data are recorded such as shipping method/shipper/vendor references.
– In exceptional cases, the GRV or individual items within it will not be marked as billable.
– Items that are not inventory-controlled (e.g., consulting hours) will be recorded in purchase invoices only, and not in GRVs.
– Statuses used in this form are: XX.
2 Returns to Vendors
General:
Return to vendor documents can be itemized automatically on the basis of either a GRV or a purchase order. You can record credit received for the return in a multi-GRV invoice, or (if no credit memo was received) you can send a debit memo to the vendor.
Current Situation:
Operative Decisions for the Project:
– Returns to vendor will be based on the GRV.
– In exceptional cases, the document/items will be defined as not to be credited.
– The return document will serve as a basis for recording the credit memo from the vendor.
– Statuses used in this form are: XX.
10 Purchasing – Finances
Priority provides all the tools for financial management of the company’s Purchasing department. This includes documentation of purchase invoices, payments, aged payables, vendor withholding tax (dual-currency users), and shipping vouchers.
1 Purchase Invoices
General:
The system contains two types of purchase invoices:
1. Vendor invoices are recorded upon receiving goods from the vendor. They combine two functions: invoicing and receiving. In this way, you document both the billing and the receipt of goods themselves, and inventory levels are updated accordingly.
Vendor invoices may be itemized automatically on the basis of one or more purchase orders, or they may be recorded manually. If based on a purchase order, the invoice is filled in with the ordered parts, the balance to be received, prices, discounts and payment terms — all taken from the designated order. All of these details may be manually revised as long as the invoice is still pending (i.e., has not been finalized).
Dual-currency users: If order prices are linked to a price index or foreign currency, prices in the invoice are adjusted accordingly.
2. Multi-GRV invoices are used to record purchase invoices received independently of shipping documents and goods (e.g., when the invoice does not accompany the shipment or when the vendor bills you for several shipments in the same invoice) on the basis of a single goods receiving voucher (GRV) or a number of GRVs. Unlike vendor invoices, the creation of a multi-GRV invoice has no effect on warehouse balances.
Current Situation:
Operative Decisions for the Project:
– Purchase invoices and credit memos will be recorded by finance/warehouse personnel.
– Invoices will be based on the relevant GRV/return document, thereby marking the document as billed/credited accordingly.
– Prices will be checked against the purchase order.
– Debit memos will be used in case of overcharges / returns to vendor.
– A report of unbilled documents can be produced.
2 Payments
General:
Payments can be made to vendors in one of two ways: checks or bank transfers.
Payments can be documented with or without linking them to specific invoices. The payment documents can be prepared automatically or manually.
Once the payment is approved, a journal entry is created, billing the vendor’s A/P account. In this way, the invoices being paid are automatically reconciled with the payments made. Checks or bank transfer instructions can be printed once the payment is approved.
Current Situation:
Operative Decisions for the Project:
– Vendor payment will be performed via check or bank transfer. It is possible to prepare automatic payments to vendors in batches – by check or bank transfer, as defined per vendor.
– Payments will be based on purchase invoices and credit memos.
11 Shipping Vouchers
General:
Priority enables you to manage incoming shipments. Purchase invoices for parts received in a given shipment can be attached to a shipping voucher, as can invoices for shipping costs or any other related expenses. The distribution of these costs among purchased parts linked to the voucher can be calculated manually or automatically. If an invoice for shipping expenses arrives after the shipping voucher has been closed, you can reopen it and recalculate costs after the new invoice is attached.
The costing program takes into account closed shipping vouchers only.
Current Situation:
Operative Decisions for the Project:
– Shipping vouchers will be linked to multi-GRV invoices (from the vendor and, for dual-currency users, the customs agent), thereby enabling exact costing of items included in the shipping voucher.
– Informative data such as cargo certificates and terms of delivery will be stipulated in the shipping voucher.
– Manual allocation of shipping costs will be performed in the following cases: XX.
– Statuses used in this form will be: XX.
– Dual-currency users: Bonded warehouses will / will not be used.
12 Purchase Planning
Current Situation:
Operative Decisions for the Project:
– Purchase planning will take into account purchasing data for the part: lead time, demand range, safety stock, minimum order quantity and increments for orders, etc.
– Purchase planning will be based on sales data (orders), forecasts, or both.
– When purchase planning is complete, purchase requisitions will be generated automatically.
13 Setups – Purchasing
The following must be set up:
– Vendors (including financial parameters)
– Vendor parts
– Vendor price lists
– Open blanket orders
– Open purchase orders
– Vendor contacts
Sales Process
The purpose of this section is to describe the sales process, including financial transactions involving sales.
Priority handles the entire marketing and sales process — from the initial receipt of information regarding a lead, to management of telemarketing activities and the recording of price quotes for a potential customer, to the conversion of a potential customer into an actual customer with an A/R account (opened automatically in the Financials module).
The process laid out in this section describes all stages documented in the framework of Priority, from the customer price quote, through the sales order, and ending with the shipping document and customer invoice.
1 Basic Questions on Sales
Customers
– Are customers categorized into groups based on common attributes?
– Is revenue from customers routed to different accounts according to customer group?
– Are customers linked to sales representatives? If so, how are these sales reps compensated? Is sales data classified per sales rep?
– Do you perform delivery scheduling/zone distribution for customers?
– Are there customers who are also vendors?
– Are there groups of customers who receive the same discounts (representative customer)?
– Are customer part numbers maintained?
– Are there customers that are exempt from taxes?
– How are A/R accounts categorized with respect to financial statements?
– Are there secured customers (with respect to accounting)?
– Do you make use of billing customers?
– Have you defined credit limits for customers?
Sales Method
– Do you sell from inventory, work on a commission basis, or both?
Prices and Discounts
– Are there customer price lists/special part prices/special prices for part families/part discounts/part family discounts?
– Does the price list contain quantity-based increments?
– Is there a base price list?
– Are there customer bonuses?
– Are customer prices based on vendor prices + a set percentage?
Sales Process
– Do you maintain potential customers?
– Is it important to keep track of customer relations?
– Is there any classification of different types of sales?
Pre-Sale
– Do you track and quantify the odds of closing a sale (Sales Opportunities module)?
– Are price quotes submitted to customers?
– Are price quotes “all-inclusive”?
– Do you maintain product assemblies for price quotes?
– Do quoted items have custom BOMs?
– Is the price quote submitted by a sales rep?
– Is there a mechanism for authorizing price quotes (statuses)?
– Is there a system for regulating sales markup?
– Are attachments (e.g., blueprints) linked to price quotes?
Sales Orders
– Do you work with blanket orders?
– Do you work with forecast orders?
– Are sales orders based on price quotes?
– Are goods shipped to an address other than the customer’s mailing address (shipping address)?
– Are there individual price lists assigned to each order or are prices based on customer price lists?
– Are orders created from within the system or entered into the system retroactively (using external order numbers)?
– Do payment terms vary from order to order or are they constant for each customer?
– Do you receive advance payments from customers?
– Are orders always supplied to customers in full? If not, are they closed or do they remain open?
– Are orders used as a basis for MRP?
– Are orders referred for execution by specific employees in the organization?
– Are custom BOMs maintained for individual order items?
– Are order items packed in crates?
– Dual-currency users: Are order prices linked to foreign currencies?
Customer Shipments
– Do you ship parts on consignment?
– Do you loan parts to customers?
– Are goods allocated to specific customers (via packing slips)?
– Are vehicle, driver, and distribution route details recorded for each shipment?
– Are shipments linked to sales orders?
– Can there be several shipments per sales order or just one? Can there be several orders per shipment?
– Are serial numbers recorded in the shipping document?
– Is a negative inventory balance possible?
– Do you ship in lots?
– Do you ship serialized parts? Is a parent-child part hierarchy of serialized parts maintained?
– Dual-currency users: Do you export parts?
Billing Customers
– Are charges recorded in the shipping document and later the multi-shipment invoice, in a sales invoice, or both?
– How frequently do you produce invoices based on shipping documents?
– Past a certain date, are payments deferred to the following month?
– Do you work with billing customers?
– Do you receive advance payments from customers?
2 Customers
General:
The system allows you to create a customer database with extensive information which can assist you in maintaining your business relationships with both active and potential customers.
Customer records are opened for each customer, in which all the logistical details, contacts, and terms of payment are listed. Each customer can be linked to a sales representative, and if necessary, assigned to a specific branch of the company. The customer’s financial details are maintained in a separate form, including credit data, type of invoice required, tax codes, etc. The products supplied to the customer, customer discounts, and the entire history of relations with the customer can be viewed in sub-levels of the customer record.
In addition to recording regular customers, the system also allows you to work with potential customers with ease and efficiency.
Customer relations are managed via the Customer Relations Management (CRM) module, which is synchronized with MS-Outlook.
Current Situation:
Operative Decisions for the Project:
– Besides logistical information (e.g., phone numbers, addresses), financial data will also be recorded for each customer (e.g., payment terms, credit limits, tax codes).
– The company’s customers will be recorded in the system and linked to the relevant sales reps.
– Customers will be linked to branches as necessary.
– Customer contacts will be recorded in the system.
– Part lists will be recorded for the customer.
– Customer relations will be managed through the CRM module, which will be synchronized with MS-Outlook.
– Classification into customer groups will be based on the following criteria: XX.
3 Marketing Activities
General:
Priority enables you to manage potential customers during the pre-sale stage. This precludes the need to open A/R accounts in the Financials module and maintain extraneous customer information until the relationship proceeds to the sales stage (i.e., an order is placed). Although potential and actual customers are considered separate entities, they are still maintained within the same client base. This allows for easier maintenance and the ability to obtain information for the entire customer pool.
The data maintained for each customer includes: addresses and telephone numbers; contacts and their phone numbers and e-mail addresses; business classification; customer group assignment; sales representative; shipping destinations; and the like. Furthermore, you can define additional parameters if desired, which can be used to sort and categorize customers (e.g., nature and scope of business).
For each customer, you can assign contacts for various documents (one contact for invoices, another for orders, etc.). When documents are sent automatically (through automatic mail or automatic fax), the document header is automatically filled in with the designated contact information, and the document is sent to the e-mail address or fax defined for that contact.
2 Task Log and the MS-Outlook Interface
General:
The Task Log is Priority's main tool for planning and tracking marketing assignments. It enables you to record appointments and open tasks for all users in the system, including those related to a specific customer or vendor.
The system automatically opens a task (and appointment) whenever a user is assigned a sales order or project, or when an e-mail message is sent to or received from a customer or vendor. Appointments are then opened automatically in the user’s Calendar. The system can send the user a reminder regarding the approaching task and its start time.
All tasks that contain a start and end time appear in the Calendar of the user scheduled for the task. Priority also provides a bilateral interface with Microsoft Outlook Calendar, which helps you manage tasks both inside and outside the office. For example, you can record an appointment in the Task Log and use the synchronization program to update it in Outlook. Conversely, data recorded in Outlook during the appointment can later be updated in Priority when you’re back at the office.
Using these tools, you can track which marketing strategies are used with each potential or regular customer, as well as future tasks, while specifying relevant contacts, the person responsible for completing the task, the nature of the task, time tables, results, etc. A task can be any action taken when marketing a product to a potential customer (e.g., sending product descriptions, demonstrating product capabilities, phone calls to sales managers, and faxing price quotations), or it can be an action taken on behalf of an existing customer (for example, arranging for advanced training, sending price quotations for new products, and handling complaints).
Current Situation:
Operative Decisions for the Project:
– E-mails sent and received in MS-Outlook that are relevant to the company will be synchronized with Priority.
– Phone calls with customer contacts will be documented.
– Possible task codes are: XX.
– Statuses used in this form are: XX.
3 Marketing Campaigns
General:
Priority’s Marketing Campaigns module enables you to assign participating customers and employees to a campaign, and to create tasks to be performed for specific customers at different stages of the campaign. This module provides advanced tools for reporting and tracking the campaign’s progress.
Current Situation:
Operative Decisions for the Project:
– Marketing campaigns will be opened in the system for: XX.
4 Pricing and Discounts
General:
Priority enables you to define prices and discounts for each sold part. A different price can be set for each customer or for a group of customers (by means of a representative customer). Each customer can also be assigned an overall discount, which applies to entire orders. The system supports extensive use of price lists. For each price list, you can define list dates. Each price list can be assigned to specific customers, and previous versions of price lists can be saved. The prices entered into the system are used automatically in various sales documents (e.g., orders, shipments) according to a predetermined hierarchy, while citing the price source, but can be revised as necessary.
Current Situation:
Operative Decisions for the Project:
– Customer prices will be based on a base price list.
– OR: Customer prices will be based on a customer price list assigned to individual customers or groups of customers (by means of a user-defined representative customer).
– Customers receive the following type of discount for sales: part discount/family discount/overall discount.
– Certain customers are assigned special part prices.
5 Sales Representatives
General:
By maintaining records for sales representatives in the system, you can calculate commissions on the basis of sales orders, invoices and receipts. You can designate the percentage of commission each rep is to receive for all orders or for specific part families, as well as the maximum discount the rep is allowed to offer customers.
The Sales Representatives module offers a range of reports covering all important data pertinent to the sales rep, including orders, invoices, and receipts per rep; account balances for each of the rep’s customers; commission due to each rep; outstanding customer debts per rep; and any instances in which reps exceeded the maximum discount they are allowed to award customers.
Current Situation:
Operative Decisions for the Project:
– Sales rep commissions are derived from the commission defined for the customer/part family/sales rep.
– Commission documents will be created for sales reps in the system.
6 Branches
General:
Priority supports the definition and management of individual company branches. You can assign employees to the branch in which they work; similarly, customers and vendors can be linked to the branches with which they do business. In this manner, transactions recorded for each entity can be assigned automatically to the appropriate branch, allowing you to analyze financial transactions by branch. You can also link each branch to a branch warehouse, and thus keep track of inventory levels for parts sold at that branch.
System reports enable tracking of the work force, sales volume, and inventory levels at each branch. Branches can be grouped into user-determined areas, providing a regional view.
Current Situation:
Operative Decisions for the Project:
– Branches will be recorded in the system, and a unique identifying code will be assigned to each. This identifier provides for separate document numeration in each branch.
– Warehouses will be defined for each branch.
– Customers and vendors will be linked to their respective branches.
7 Price Quotations
General:
Price quotations are submitted to customers in order to document special pricing terms, which will be in effect for a designated minimum quantity and a fixed period of time. Prices and discounts in the quote are determined by the price list and discounts that are currently in effect for the customer (for details, see Section 4.3), with automatic currency conversions wherever necessary. The payment terms offered in a price quote are based on financial parameters for that customer. You can even quote prices in different currencies for specific line items (particularly useful in the dual-currency package), which are then copied as is into the order. In the dual-currency package, quotes can be linked to an index or a foreign currency. A single price quote can be linked to numerous sales orders, and existing price quotes can also be used as a basis for future price quotes.
Current Situation:
Operative Decisions for the Project:
– Price quotes will be sent to customers as a prerequisite to any sale.
– It will be possible to base one price quote on another.
– It will be possible to link the same price quote to multiple sales orders.
– Price quotes sent to customers will be managed via the system’s BPM utility.
– Product assemblies will be used for price quotes.
– Custom BOMs for price quote items will be recorded upon issuing the price quote.
– Statuses used in this form are: XX.
8 Blanket Orders
General:
Blanket sales orders offer special pricing terms to customers in return for a commitment to order a specified quantity over a designated period of time. When sales orders are linked to a blanket order, the balance in the blanket order decreases until it reaches zero and the blanket order item is closed.
When you base a sales order on a blanket order, prices and discounts are automatically taken from the latter, provided that the sales order is placed prior to the blanket order's expiration date.
Current Situation:
Operative Decisions for the Project:
– Blanket sales orders will be opened/will not be opened.
9 Sales Orders
General:
Priority allows you to record sales orders on the basis of existing documents, such as price quotations or blanket orders. In these cases, parts, prices, and discounts are copied into the order from the original document. Additional details are also copied into the order (e.g., document currency, payment terms). In the absence of an existing document, prices and discounts are determined by default values assigned to the customer (for details, see Section 4.3), and currency and payment terms are taken from the customer parameters.
Additional details recorded in the sales order include: order status, means of shipment, shipping destination, employees assigned to work on the order, due dates for each item, and budget item or profit/cost center per line item.
When a customer shipment is recorded for a given sales order, order balances are updated automatically. The item is closed automatically whenever its balance reaches zero or falls within the part's defined tolerance range. Orders and order items can also be closed manually.
Current Situation:
Operative Decisions for the Project:
– Sales orders will be based on price quotes sent to the customer/blanket orders/faxes/phone calls.
– Special attachments and instructions will be included with the order.
– Order confirmation will be sent to customers.
– Costs for the price quote/order will be determined according to XX.
– Custom BOMs for order items will be recorded upon issuing the order.
– The customer’s credit limit will be checked when the order is recorded.
– It will be possible to view the order’s status (closed/partially closed), as well as any inventory transactions recorded for each order item.
– Order flow will be facilitated by the BPM utility.
– Statuses used in this form are: XX.
10 Forecast Orders
General:
The Production Forecasts module can be used to create forecast orders for a specific customer, for a group of customers or for general stock. Priority provides a unique mechanism for using forecast orders to fill actual sales orders: both Material Requirements Planning (MRP) and Production Planning (finite capacity planning) use the stock planned for forecast orders and orders to stock to meet quantities actually ordered by customers, thereby preventing over-production and reducing inventory carrying costs.
Current Situation:
Operative Decisions for the Project:
– Forecast orders will be opened at the beginning of each year and will be included in MRP calculations.
11 Sales Inventory Transactions
1 Customer Shipments
General:
Shipping documents can be itemized automatically on the basis of one or more sales orders, whereby quantities are filled in with the current order item balance (although they may be revised) and the order balance in question is updated.
Existing goods can be prepackaged and set aside for a particular customer (for example, when preparing them for shipping) by preparing a packing slip. This packing slip can be itemized automatically based on specific sales orders, taking order balances into consideration. As a result, the quantity packed for these orders will decrease. Once packed, the items receive the appropriate status for the designated customer (their status changes from “Goods” to the customer number).
A shipping document can also be used as a bill of lading to document the inclusion of one or more packed crates, each with its own packing slip, such as for shipment overseas.
2 Shipment to Local Customers
Current Situation:
Operative Decisions for the Project:
– Shipping documents will be based on sales order/s, indicating actual quantity delivered.
– Goods will be shipped with a shipping document/sales invoice.
– The customer site to which goods are being shipped or the shipping address will be indicated.
– If a shipping document is used, it will be printed with/without prices.
– Goods will be shipped from the following warehouses: XX.
– In exceptional cases, the document or items within it will not be marked as billable.
– The customer’s credit limit will be checked when the shipment is recorded.
– Statuses used in this form are: XX.
3 Shipment to Out-of-State or Overseas Customers
Current Situation:
Operative Decisions for the Project:
– Goods shipped to such customers will be packed with a packing slip.
– The packing slip will secure the inventory for that customer, making it unavailable.
– Shipping documents to these customers will be based on packing slips (bills of lading).
– A shipping address will be indicated if different than the customer’s street address.
– Dual-currency users: Additional details regarding bills of lading to overseas customers will be recorded (e.g., port of origin, port of destination, and container number).
4 Consignment
General:
Priority supports the shipment of inventory on consignment to customers. This process uses designated consignment warehouses, so that inventory levels are not affected (in that merchandise which is physically stored at the customer remains subject to inventory valuation and costing control). A document can be printed recording the consignment.
Current Situation:
Operative Decisions for the Project:
– Consignment warehouses will be set up as needed. These warehouses will be included in the company’s inventory valuations.
– Customers that work with goods on consignment (or to whom parts are loaned) will have the external warehouse (consignment warehouse) where merchandise is shipped indicated on their shipping document.
– When returning consigned goods, the external warehouse from which they are returned will be indicated.
2 Customer Returns
General:
You can record customer returns using a customer return document, which can be itemized automatically on the basis of a shipping document or even a sales order.
Current Situation:
Operative Decisions for the Project:
– Goods will be returned to customers from warehouse XX in the following cases: XX.
– The customer return document will be based on the relevant shipping document.
– In certain cases, goods will be returned (in full or in part) without expectation of reimbursement.
– Statuses used in this form are: XX.
12 Sales – Finances
1 Customer Invoices
General:
Invoices can be created in Priority on the basis of sales orders and/or shipping documents. This linkage allows for the automatic retrieval of data, such as prices and discounts, payment terms, order balances, shipped quantities, currency used and base rates. You can also determine whether prices in the invoice will be taken from the sales order, the shipping document or the price list.
In the case of an invoice that doubles as a shipping document (i.e., sales invoice), shipped quantities are compared to the order's balance to ship, taking into account the defined order tolerance.
Several types of customer invoices are available in Priority:
1. Sales invoices combine two functions: invoicing and shipping. They are used to bill for sales and to record the supply of goods to the customer. As such, they also reduce inventory levels of the sold part in the warehouse.
2. Over-the-counter invoices are used when a customer pays for goods immediately upon their receipt during an over-the-counter sale. Such invoices are considered both an inventory transaction and a financial transaction: they reduce inventory of the sold part and record the sale in the general ledger. In addition, they record the receipt of payment from the customer.
3. Multi-shipment invoices are used to bill sales to customers when you want to create an invoice independently of a shipping document (e.g., when the invoice is not mailed together with the shipment, or when you want to bill several shipments in the same invoice). Note that the creation of a multi-shipment invoice has no effect on warehouse balances, in contrast to sales invoices and over-the-counter invoices.
3. Pro forma invoices are pending invoices that are recorded prior to receipt of payment for services rendered. Unlike regular customer invoices, these invoices are not recorded in the ledger and do not affect inventory levels.
Current Situation:
Operative Decisions for the Project:
– Customers will be charged using a multi-shipment invoice, based on customer shipment documents. In the dual-currency package, a multi-shipment or export invoice will be used.
– Customers will be charged based on sales orders (in case of sales invoices/over-the-counter invoices).
– Customers will be credited using a multi-shipment invoice (in case of customer returns and financial reimbursement). Another option is to include the credit within a sales invoice, as a negative quantity.
– Pro forma invoices will be recorded based on sales orders.
– Advance payment invoices will be recorded.
– Dual-currency users: Export invoices will be recorded on the basis of shipping documents.
2 Receipts
General:
Receipts are used to record payment from customers. Payments can be made against several invoices, and several receipts can be reconciled against the same invoice. Once a receipt is finalized, a journal entry is created that credits the customer's account. Consequently, the invoices being paid are reconciled automatically with the receipt. The same reconciliation number is assigned to the two journal entries in the customer's account.
Current Situation:
Operative Decisions for the Project:
– Receipt of payment from a customer will be recorded in a customer receipt and the invoices paid will be flagged.
– In case of an over-the-counter sale, an over-the-counter invoice will be issued.
– The relevant means of payment, as well as payment dates, will be recorded upon receipt of funds.
13 Outgoing Shipping Vouchers
General:
Priority’s Outgoing Shipping Vouchers module provides your company with a means of tracking the shipment process to customers by maintaining shipment statuses, while recording various references (e.g., order number and shipping company) related to the outgoing shipment.
Outgoing shipping vouchers enable distribution of additional charges related to the shipping of goods among part costs according to various burden types, while linking purchase invoices and accompanying costs to the voucher.
Current Situation:
Operative Decisions for the Project:
– An outgoing shipping voucher is created for each outgoing shipment.
– Customer and purchase invoices will be linked to the voucher before they are finalized.
– Statuses used in this form are: XX.
14 Setups – Sales
The following must be set up:
– Customers (and their financial parameters)
– Customer contacts
– Customer part lists
– Open sales orders
– Customer price lists/base price list
– Discounts per customer
– Sales reps
– Branches
Inventory
The Inventory module allows for firm control and detailed tracking of inventory on all levels, including plant-floor inventory. The module supports the management of raw materials as well as manufactured goods; of warehouses and bins both within and outside the organization (including control over the flow of materials and processed parts to and from a subcontractor); and full inventory tracing, from the moment of receipt into the warehouse.
1 Basic Questions on Inventory
– Are products divided into groups (part families)?
– Are there groups of items which function in the same manner, and are regarded as interchangeable within inventory (share the same base product)?
– Do you use bills of materials (BOMs)? If so, how many levels do they have (commercial/manufacturing system)?
– Is there a uniform method of product numeration (use of part specifications)?
– Are there part parameters that are used in searches/printouts (part specifications)?
– Is there a difference between the units used for inventory management and those used for sales / purchasing (part units)?
– Do you need to maintain serial numbers?
– Do certain parts have permanent placement within the warehouse (part locations)?
– Does receipt of a part to inventory confer a specific status on the part (entry status)?
– Do you manage parts in crates?
– Is there a need to define safety stock levels for parts?
– Are part numbers managed in lots?
– Are parts inventory-controlled?
– Are lead times/shipping times known?
– Are revenue/expenses divided according to groups of parts (accounting families)?
– Are shipping-related costs distributed among part costs? If so, what is the basis of distribution?
– What are the sources of standard part costs?
– Are supplies issued to the plant floor?
– Is inventory set aside for customers (allocated)?
– Is inventory disposal performed?
– Are warehouse transfers required?
– Is there an assembly process? Is assembly done on the basis of sales orders?
– Are inventory conversions performed?
– Do you maintain bins?
– Is there a floor warehouse?
– Are there warehouses that are managed through an external system?
– Are there consignment warehouses?
– Are there warehouses whose transactions are not included in costing?
– Is inventory managed by a subcontractor?
– Are there tax-exempt items?
– Dual-currency users: Are there bonded warehouses?
2 Part Catalogue
General:
Part maintenance is one of the cornerstones of inventory control. In Priority, you can record a vast amount of information about the part, including attributes, parameters and relationships that form the basis for usage of the part throughout the system’s modules. In addition to these parameters, the system also supports general user-defined part specifications (e.g., color).
Current Situation:
Operative Decisions for the Project:
– All parts will be defined in terms of a single buy/sell unit (e.g., ea), as well as a factory unit.
– Part units will be as follows: XX.
– A shipping part will be used to distribute shipping-related costs in shipping vouchers.
– For each item, the following data will also be maintained: purchasing data (lead time, safety stock levels, etc.) and financial parameters (tax groups, accounting family, etc.).
– Non-inventory items will be flagged as such in the appropriate columns.
– Serialized parts will be flagged as such in the appropriate columns.
– Parts will be assigned to part families based on the following criteria: XX.
3 Warehouses
General:
Priority allows you to define an unlimited number of storage units. You can define both actual and virtual warehouses. A warehouse is defined as “virtual” by flagging it for External Control. You can record a number of settings for warehouses, including whether or not the contents of the warehouse are included in inventory valuations. Each warehouse can be linked to a specific project.
You can view the inventory balances of all items in a warehouse, as well as item balances by project. Also displayed is the date of the last inventory transaction that affected the item’s balance. Inventory balances in the system are updated automatically after each inventory transaction. You can set minimum inventory levels for each part stored in a given warehouse.
Priority also allows you to maintain locations in warehouses.
Current Situation:
Operative Decisions for the Project:
– The warehouses in use will be: XX.
– The types of the above warehouses will be D/W/F. This classification is one of the factors that affect availability of inventory stored in these warehouses.
4 Warehouse Transfers
General:
Warehouse transfers refer to the movement of goods both from one warehouse to another and from one bin to another within the same warehouse. They are used to document the transfer of finished goods, raw materials or subassemblies from one warehouse (or bin) to another, including transfers between company branches or from company headquarters to a branch office. They are also used to issue finished goods from the plant floor to the main warehouse in preparation for shipment to customers.
If the transaction simply entails the transfer of goods from one warehouse or bin to another, it is itemized manually. However, if the transfer is of items intended to fill a sales order (e.g., from the central warehouse to a branch sales warehouse), the document may be itemized automatically on the basis of the order.
Current Situation:
Operative Decisions for the Project:
– Warehouse transfers will be based on sales orders in the system.
– The user who performs the transfer will also record it in Priority.
– The transfer document will be managed via the BPM utility.
– Statuses used in this form are: XX.
5 Warehouse Assembly
General:
Note: This is relevant for commercial businesses which only assemble parts.
Priority supports the assembly of parts in the warehouse. The recorded assembly increases inventory of the final assembled part and reduces the inventory of all child parts (assembly components). Once you specify the quantity of parts to be assembled, the system automatically determines the maximum number of parent parts that can be assembled based on the bill of materials and current inventory for the required child parts. You also have the option of revising the needed component parts and their child-parent ratios manually. Moreover, instead of using a bill of materials, you can designate the actual components and quantities being assembled. If the assembly involves serialized parts and/or components, you can specify their serial numbers in the assembly report.
This type of transaction is documented when your organization is not interested in reporting assemblies within the framework of production — namely, when the assembly does not require extensive production resources. Nonetheless, Priority allows you to report the work hours invested in a warehouse assembly, so that the costing program will take labor costs into account when calculating the cost of the assembled part.
Current Situation:
Operative Decisions for the Project:
– Assembly of parts which have a bill of materials (standard or customized) will be performed in warehouse XX.
– Components will be issued from warehouse XX.
– Assemblies will only be created based on orders.
– The assembly document will be managed via the BPM utility.
– Statuses used in this form are: XX.
6 Inventory Disposal
General:
Priority allows you to document the disposal of unusable inventory. Inventory designated for disposal is identified by its part number and the warehouse in which it is stored, and if it is serialized, by its serial number as well. Only parts with a disposable status (e.g., Reject) can be treated in this manner. Once inventory disposal is recorded, the warehouse balance of the part in question is reduced.
Current Situation:
Operative Decisions for the Project:
– Inventory disposal will be carried out at the same time as inventory counts and the calculation of past balances in the system and performed only in the presence of a company accountant.
– Statuses used in this form are: XX.
7 Inventory Conversions
General:
In certain circumstances, the need arises to correct problems detected in existing inventory (e.g., those stemming from a change in a part’s routing). To resolve these problems, the system allows you to convert inventory manually. Inventory designated for conversion is identified by its part number and the warehouse in which it is stored.
During conversion you can change one or more of the following specifications: the work order number of a processed part; the lot number of a raw material; the part number; the last operation executed on a part; and/or the status of a given part. The new part “inherits” the cost of the old part, but this can be manually revised.
Current Situation:
Operative Decisions for the Project:
– Conversions will not be performed except between two items that are very similar in price, so as not to impact costing and inventory valuation.
– Statuses used in this form are: XX.
8 Inventory Counts
General:
Priority enables inventory counts of single part units and/or assemblies at all levels. The procedure for performing an inventory count begins with preparation for the count (freezing balances for the count date and ensuring that no transactions take place between the system's calculation of quantities and the physical count), followed by the printout of a form in which to record the count (by warehouse and bin). Quantities are then copied from the filled-in form into inventory count documents, which display variance between the calculated quantity (according to balances in the system) and the counted quantity.
Once a counted quantity is approved, an inventory count transaction is created, and warehouse balances are automatically updated (where necessary) in keeping with any variance.
Current Situation:
Operative Decisions for the Project:
– Inventory counts will be recorded in Priority quarterly, along with submission of the company’s financial reports.
– Statuses used in this form are: Draft, Canceled, and Final.
– Reports of inventory count variance will be run by the CFO.
– Approval of counted quantities will be performed for all items included in the count.
9 Setups – Inventory Management
The following must be set up:
– Parts
– Part specifications
– Part units
Production
This module handles everything related to production in a manufacturing environment, from factory modeling (that is, definition of production operations, parts and BOMs), to finite capacity production planning using any of a number of different methods, and finally to full production control including reporting work orders, labor, issues to kits, etc.
1 Basic Questions on Production
General:
– How long is production – hours/days/months?
– Is reporting of production operations required for the purposes of inventory control/costing/both?
– Does production entail a single operation or a set of operations?
– Do you work with mass production or custom production?
– Is rework carried out?
– Does merchandise remain on the plant floor for an extended period of time?
– Can alternate parts automatically be used in production?
– Is production done in shifts (work patterns)?
– Do you work with alternate work cells and operations?
– Are there set-up operations?
– Do skilled employees perform specific production operations?
– Are work orders prepared per sales order or are multiple sales orders grouped into a single work order?
Inventory
– How are different items issued (kit/bulk/manual issue)?
– Is raw inventory kept on the plant floor?
– Can production operations be performed according to schedule?
– Is inventory automatically transferred to a specific warehouse when production is complete?
– After production, is it important to maintain the original production lots?
– Are there any identical work cells? (If so, Gantt charts will be used to plan work cell loads based on infinite capacity).
– Do you maintain revisions of BOMs/parts?
– Does the BOM vary from one part to the next?
– Are there a number of plant-floor warehouses? If so, is inventory treated as at a single warehouse (backflushed from a number of warehouses)?
– Is production managed in lots?
2 Factory Modeling – Work Cells, Operations, Routings
General:
Factory modeling encompasses all the definitions required for management of production in general and production planning in particular: parts, the operations performed upon them, the work cell in which each operation is carried out, and the routing of each part.
Priority distinguishes between the part’s bill of materials (BOM) and its routing:
The BOM refers to quantitative relationships between the parent part and its child parts, as well as the operation in the parent’s routing at which the child part is needed.
In contrast, the routing, which can be shared by several parts, refers to the specific operations performed on the part, as well as the work cells in which these operations are carried out. Required production resources and other parameters can be determined at the level of either the routing or the part.
You can define a routing for each part that includes a unique set of operations executed in a specified order. It is also possible to define a different series of operations than that defined for the part, in order to fill a specific work order created for the part. Thus, the routing can be modified without the need to define either a new routing or a new part.
There are a number of advantages to defining a routing:
– It enables you to link child parts to their parents at a given operation, thereby generating production demands in keeping with the progress of the manufacturing process.
– It facilitates tracking of WIP by allowing you to report each phase of production (operation) separately.
– It precludes the need to create a sequence of part numbers used merely as indicators of the production step.
Current Situation:
Operative Decisions for the Project:
– BOMs for processed parts will determine the child parts of each processed part and at what stage of the routing they are added.
– Processed parts are defined / not defined as maintaining revisions.
– Alternate parts are defined.
– Work cells in the factory are: XX.
– Each work cell is linked to a separate plant-floor warehouse.
– The following operations are performed in the work cells: XX.
– In total, there are XX different routings defined for processed parts.
– In each routing, a single operation is reported / multiple operations are reported.
– At the end of its routing, the processed part is moved to the following warehouse: XX.
– At the end of its routing, the processed part maintains its work order and operation number.
Note: The part’s template, for purposes of creating work orders, will be defined in the next section.
3 Work Orders
General:
Work orders are automatically opened by the system either by production planning or Material Requirements Planning (MRP). The resulting work order can be revised or you can open a new work order manually.
Each work order is assigned a unique number based on the template defined for the part.
Floor inventory and finished inventory can be maintained according to the work order used in production, so that processed quantities are attached to the work order number. It is thereby possible to save information such as: production date, expiration date, the BOM revision used in production, and the like.
Current Situation:
Operative Decisions for the Project:
– Work orders will be opened manually (without prior planning) / released once the MRP utility has determined that they should be opened.
– For each work order that is opened, you must define a production start date. The work order process and the kit list for the work order require supervision.
4 Backflush (Maintenance of WIP)
General:
The Backflush program adds or subtracts quantities on the basis of production reports for specific jobs. Taking into account the bill of materials and routing of the part undergoing processing, the Backflush adds to the inventory of the reported job and subtracts from the inventory of any child jobs. If the relevant plant-floor warehouse does not contain sufficient inventory of the child part, the program records the discrepancy as missing issues. This utility allows, among other things, for the management of work in progress.
This utility is able to calculate inventory levels for all manufacturing stages, even those for which there is no reported production, so long as production is reported for a later stage in the manufacturing process.
The Backflush maintains WIP at a subcontractor's warehouse just as it does for your own plant floor, taking into account the documentation of shipments to and receipts from the subcontractor.
Current Situation:
Operative Decisions for the Project:
– Floor inventory will be backflushed by running the Backflush program.
– Missing issues will be taken care of on a daily basis by XX.
5 Subcontracting
General:
Subcontractors are managed in the system as a sub-group of vendors. This allows for the purchasing, billing and payment processes to be managed within regular vendor transactions, alongside the production process. Specifically, inventory currently held by the subcontractor can be regarded and managed as work in progress.
Vendors that are subcontractors are unique in that a plant-floor warehouse is defined for them. The system identifies purchase orders and receipts of goods (or rework) from subcontractors and relates to their costs as subcontracting costs. In addition, components and partially processed parts sent to the subcontractor's warehouse are managed as work in progress, and, more importantly, are deducted from the subcontractor’s inventory once the receipt of processed goods is documented.
You can create a kit warehouse for a subcontractor, which is used to prepare shipments of kits to the subcontractor in accordance with the work orders scheduled to be processed.
Current Situation:
Operative Decisions for the Project:
– A separate plant-floor warehouse will be assigned to each subcontractor in their vendor record.
– A work order will be opened for the subcontractor.
– This work order and the subcontractor production operation will be attached to the purchase order.
– Components will be issued using the form for issues to subcontractors/issue of kit.
– Receipt of goods from the subcontractor will be recorded in a GRV, which will close the order and advance the work order.
6 Material Requirements Planning (MRP)
General:
Material Requirements Planning (MRP) regulates production timing according to the demand for processed parts, and creates a timetable for the issue of raw materials required for their manufacture. This timetable is used in turn as a basis for purchase planning.
As opposed to production planning, MRP uses infinite-capacity planning, i.e., it does not take production limitations into account. Planning is generally carried out on the basis of sales orders, forecast orders and orders to stock that were flagged for MRP. In addition, MRP prepares sub-assembly work orders and can create a work plan as well as issue plans for open work orders.
Issues are calculated on the basis of demand for top-level parts and parent-child ratios recorded in the bill of materials (BOM), taking into account BOMs for subcontracted work orders and upcoming BOM revisions. MRP addresses daily production requirements independent of any constraints arising from work hours, production capacity, set-ups and the like.
The module includes a mechanism for viewing plant-floor inventory balances, including open work orders (work in progress). The user can choose to have MRP take such inventory into consideration.
Current Situation:
Operative Decisions for the Project:
– Production timing will be regulated by the MRP module.
– The following data will be recorded: minimum for work order, increment for work order, quantity, and production time.
– Work orders will be released by XX.
7 Setups – Production
The following must be set up:
– Work cells
– Operations
– Routings
– Assignment of routings to parts
– Part templates
– How parts are to be issued
– Part parameters such as minimum for work order
Financials
1 Basic Questions on Financials
General:
– Is there a need for budget control? If so:
• Are there a number of budget versions that change throughout the year?
• What is the level of control – monthly or yearly?
• What is the desired type of control in cases of deviation from the budget: a warning or an error?
• Is there a conditional relationship between certain accounts and budget items?
– Is there a need to work with profit and cost centers?
• What is the logic behind the creation of profit/cost centers (by division, by product, by branch, etc.)?
• Is there a need to manage several centers in parallel (Center 1, 2, ...5)?
• What are the bases of cost allocation in cost centers?
• Is there a connection between accounts and profit centers?
– Cash flow
• Is there a need for cash flow forecasts?
• Which transactions should be included in cash flow forecasts?
• Is there a connection between cash flow items and specific accounts?
– Prepaid expenses/deferred income – is this relevant in your company?
– Method of payment – bank transfer, etc.
– Is there a credit cashier?
– Will checks be produced through Priority?
– Will Moving Average or FIFO costing be used?
– Standard costing for assembled parts: Is costing of child parts determined by standard BOM quantities and standard child costs (Std Material Cost), or is it determined by standard BOM quantities and actual child costs (Actual Material Cost)?
– What is the resolution of costing – are you able to maintain work hour/machine hour costs? Are you able to maintain direct/indirect costs at the level of individual machines/work cells?
– Are there standard costs for work cells?
– Dual-currency users: Is there a multi-currency cashier?
2 Chart of Accounts
General:
Priority enables you to view and revise GL accounts that have been set up in system. These also include A/P and A/R accounts. Priority provides a default system of basic account ledgers, to which accounts can be added as necessary. Use the relevant forms to update these accounts, and to view balances and transactions recorded for them.
Current Situation:
Operative Decisions for the Project:
– Accounts will be maintained in Priority in three separate ledgers: GL, A/R, and A/P.
– Using account forms, it will be possible to view account balances and transactions (reconciled and unreconciled).
3 Entry Journal
General:
Priority's Entry Journal provides convenient and efficient maintenance of entries (pending, posted and provisional), as well as on-the-spot traceability to the original financial transaction (e.g., receipt, invoice, credit memo). With the touch of a button from the Reference column of the entry, you can access the type of financial document in question and open the appropriate form.
Priority maintains journal entry codes that determine the accounts to be debited and credited in a given type of entry. For example, a sales invoice to a customer who pays tax will: 1) debit the customer's account; 2) credit the tax account; 3) credit the appropriate income account. (Note that income accounts can be designated per sold item or group of items.)
Current Situation:
Operative Decisions for the Project:
– Journal entries can be recorded manually; the system will ensure that entry items are balanced.
– It will be possible to define new types of journal entries using journal entry codes.
– It will be possible to record exchange rate adjustment entries.
– Using transfer accounts, it will be possible to record transactions between branch and parent companies.
4 Fiscal Periods
General:
Priority allows for flexibility in defining the fiscal year and the number of fiscal periods in each year. The system contains tools for closing accounts at the end of each fiscal period and transferring their balances to the next period.
Current Situation:
Operative Decisions for the Project:
– Each year will have 12 fiscal periods.
– Each month, the fiscal period will be closed, and only certain users will be able to work in the closed period.
5 Reconciliations
General:
Priority supports both reconciliations within accounts, and reconciliations of bank and credit card statements with journal entries. In both cases, reconciliations can be carried out automatically (according to user-defined reconciliation methods) or manually. Automatic reconciliations are considered pending until the user authorizes them. Manual reconciliations are carried out with the help of a worksheet.
Current Situation:
Operative Decisions for the Project:
– Account reconciliations will be performed in the system.
– Bank statements will be reconciled with journal entries recorded for these statements.
6 Financial Statements
General:
Priority provides a broad range of reports that reflect the financial position of your company. Financial statements may be accompanied by schedules.
In addition to the predefined reports, users can define customized reports using the report generators.
Current Situation:
Operative Decisions for the Project:
– The following reports will be produced in the system: trial balance, balance sheets, P&L reports, ledger reports.
– US users: 1099 reports will be produced in the system.
– Dual-currency users: Reports of taxes withheld from vendors will be produced in the system.
– Dual-currency users: VAT reports will be submitted on the basis of VAT reports in the system.
7 Exchange Rates
General:
Historical exchange rates can be maintained for later implementation during automatic conversion of foreign currency transactions that were made during that period. Data files from various sources can be loaded into the system.
Current Situation:
Operative Decisions for the Project:
– Exchange rates will be recorded on a daily basis.
– This will be done manually / via interface, and will update other companies on the server.
8 Budgets
General:
In Priority, charges to the budget are traced through the entire chain of purchasing transactions: from the purchase requisition to the purchase order to warehouse receipts and finally the invoice. This is achieved by “rolling” charges from one stage to the next (requisition to order, order to receipt and so on) as each transaction is recorded.
Unlike other computerized budgeting systems, Priority also supports tracing of budget charges for income items recorded in sales transactions – in other words, from the sales order to the shipping document and finally the invoice.
Current Situation:
Operative Decisions for the Project:
– A purchasing budget will be maintained in the system.
– The budget tree structure will be determined by expense items/departments.
– Budget items will be linked to GL accounts.
– Budget items will be linked to various documents, including journal entries in the system.
– Using budget usage reports, it will be possible to view budgeted vs. actual spending.
9 Customer Credit
General:
Priority allows for the calculation of customer credit, determined by open orders, delivered goods/services not yet invoiced, and invoiced goods/services for which payment has not been received.
In the dual-currency package, customer liability is also calculated, based on the above formula with the addition of post-dated checks. When the customer pays with a post-dated third-party check (or with a bank check), the system does not add the sum to the customer's liability.
Credit (and liability) limits can be assigned to each customer. Balances indicate what portion of the limit has already been used. Once a customer has exceeded the assigned limit, a notification appears whenever subsequent orders are placed (as well as when new shipments, service calls or invoices are recorded). You can also view online calculations of credit usage as documents (e.g., orders) are recorded.
Current Situation:
Operative Decisions for the Project:
– A credit (and liability) limit will be assigned to each customer.
– Different error/warning messages will appear in various documents when a customer exceeds the assigned credit/liability limit.
– A multi-company credit/liability limit will be defined.
10 Costing
General:
Priority's part costing mechanism is a unique utility that allows for the precise calculation of costs, based on child parts and related transactions (e.g., shipping expenses).
The system’s costing mechanism is highly flexible. By running it in conjunction with the past balance facility (which enables you to capture and freeze a picture of inventory balances for any particular date), inventory valuations based on part costs can be calculated for any date in the past.
Priority offers two methods of costing: FIFO and Moving Average.
Current Situation:
Operative Decisions for the Project:
– The costing method in the company is the Moving Average method.
– Standard costing of assembled parts will be based on standard material costs.
– Costing will be run manually on the basis of past balances once a month. In addition, daily costing (for the current date) will be run automatically (using the Tabula Task Scheduler).
– Standard costs will be recorded for all purchased parts.
11 Profit and Cost Centers
General:
Priority allows you to define a profit center that encompasses a warehouse, a product line, a branch or division, or a particular group of customers.
When you define a warehouse, part family, etc. as a profit center, any financial transaction involving this warehouse or family will automatically be attached to the profit center in question. You can also assign a group of profit centers, or a specific profit center, to each expense account. The system will prevent users from recording transactions which do not cite the correct profit center for that account.
Priority allows you to maintain up to five different cross-sections of profit centers, each of which represents a defined set of profit centers (generally assigned to the same entity – warehouses, part families, etc.). You can assign all invoice and journal entry items you record to one of these groups. All profit center reports display data for all five groups of profit centers. You can also organize profit centers into a hierarchical structure of up to three levels in a profit center tree.
Cost centers incur indirect costs that are then applied to one or more profit centers. A given cost center is tied to various profit centers, and a designated base of allocation determines how its indirect costs will be distributed among the profit centers linked to it.
Current Situation:
Operative Decisions for the Project:
– Profit centers in Group 1 will be the different product lines (part families). The profit centers will be linked to the product line by means of accounting families.
– The various cost centers (departments) will be distributed among the various profit centers according to set values that will be updated from time to time.
– It will be possible to produce P&L reports for profit centers that enable their financial analysis.
12 Cash Management
General:
Priority's Cash Management module enables you to keep track of the transfer of funds (cash, checks, credit card slips) to and from cashiers and into bank accounts and credit card accounts.
Priority allows for the designation of an unlimited number of cashiers, as well as a wide variety of payment means (e.g., cash, checks, various credit cards, coupons).
The funds at each cashier are managed and documented separately. Funds can be transferred from one cashier to another, into a bank account or to a credit card company.
Priority supports manual and automatic deposits. When preparing a deposit slip manually, you can flag the checks or credit card slips intended for deposit or transfer from among those that are currently in the cashier.
When a deposit slip is prepared automatically, all checks currently at the designated cashier (and dated within the specified period) appear in the slip. When the deposit is to a credit card company, all relevant credit card slips are included. In the event of a transfer to another cashier, it contains all checks and credit card slips currently at the original cashier. Once preparation is complete, each line can either be authorized or deleted from the deposit slip, and cash deposits can be added manually.
Current Situation:
Operative Decisions for the Project:
– Receipts for customer payments will be recorded directly to the appropriate cashier (cash/post-dated checks/credit card slips).
– Deposits from the cashiers to a bank/credit card company will be performed on a daily basis using a deposit slip.
13 Setups – Financials
The following must be set up:
– Chart of accounts payable
– Chart of accounts receivable
– GL chart of accounts
– Open transactions / balances
– Trial balance items
– Payment terms
– Default accounts
– Assignment of parts to accounting families
– Cashiers
Customer Service
Priority's Customer Service module assists you in providing efficient and effective service to customers. By maintaining computerized customer service records, you can obtain all necessary details while online with the customer, and accurately track how malfunctions are handled.
This module allows you to record service contracts, thereby maintaining an organized archive that includes the terms of service for various customers, as well as details of the actual services provided. Furthermore, customer service data can be analyzed in a number of different reports, which provide an estimate of customer service quality, as well as a basis for future improvements to the quality and efficiency of service that your company provides.
In addition, this module allows you to:
– Maintain a separate catalogue for parts with serial numbers and designate service-related data (e.g., prorate charge, mandatory response time, next servicing date) for such parts
– Track service calls for periodic maintenance and repair of parts (serialized and other).
1 Basic Questions on Customer Service
Service Contracts
– Do you maintain customer service contracts?
– How frequently do you charge for service contracts?
– What are the contents of your service contracts?
Service Calls
– Are service calls for serialized parts?
– Are customers charged for service calls?
– Are work hours and spare parts recorded in the service call in which they were invested?
– What are your company’s malfunction and resolution codes?
– Do you schedule service calls? How are service staff assigned to calls?
2 Processing Service Calls
General:
Priority's Service Calls module manages service calls and maintenance (routine servicing) of parts, and is one of the cornerstones of the Customer Service module. Within this framework, you can record and document all service calls from customers (by customer site, if desired), the labor and parts provided, scheduling of technicians, customer relations, etc.
This module is used to document the service call process, which usually begins with the receipt of a request for service from the customer, a check to see whether the item is still covered by a warranty period or an active service contract, the assignment of technicians to repair the malfunction, and finally the reporting of the call's outcome (resolution) and the production of any required invoices. The module can be used for telephone-based or on-site service calls – for the full process described above or for a portion of this process.
Current Situation:
Operative Decisions for the Project:
– Service calls will be opened for serialized parts on the basis of customer requests received via phone call / mail / fax / internet. Upon opening a call, it will be assigned a relevant malfunction type and technician.
– Service calls will be scheduled following their initial screening, using the graphic scheduling Calendar.
– Work hours and parts invested in each service call will be recorded in the parts and labor sub-level forms.
– Charges for a service call will be based on the terms of service and the part warranty.
– Customers’ e-mail responses will be synchronized with MS-Outlook.
– Price quotes for servicing will also be opened as service calls with the appropriate status, and a printout of the quote will be submitted to the customer.
– The service call flow will be facilitated by the BPM utility.
– Statuses used in this form are: XX.
3 Serialized Parts
General:
A separate catalogue of parts with serial numbers is used in Priority to maintain and track serialized parts. These parts can be for general sale or for internal use. The system provides various methods for generating serial numbers, which can include entry stamps or identification by part number. Via this catalogue, Priority enables you to maintain up-to-date records for serialized parts, including service-related data that are integrally related to the creation of service contracts and the recording of service calls.
These records contain the following data:
– Installation date
– Warranty date
– Inventory transactions for this serial number, including the customer to which it was shipped
– The service contract that covers the part with this particular serial number
– The last date the part was serviced and the next date on which servicing is due to be performed
– Location of the part in the warehouse
– A log of service calls already made for the part
– The frequency and terms of any servicing required for the part
– Serialized components of the part.
Current Situation:
Operative Decisions for the Project:
– It will be possible to open serial numbers during specific types of transactions. In this way, for example, you can record and thereby retain the serial numbers previously assigned to a part by the vendor when receiving a shipment of serialized merchandise.
4 Warranties and Service Contracts
General:
The nature and conditions of the service to which a given customer is entitled are determined by the item’s warranty or the terms of the service contract.
Uniform records of service contracts and part warranties enable you to update service calls automatically and efficiently, and charge the customer accordingly. Upon receipt of the service call, the subject of the call is identified (according to serial number, customer, service contract number, etc.). Consequently, the service terms that are suitable for this customer and part are displayed automatically, and the required charges are updated accordingly.
Current Situation:
Operative Decisions for the Project:
– The part’s warranty code will be recorded in the Service Parameters for Part form and can be revised for specific parts.
– The part’s warranty will start on the date of shipment/installation.
– The parts covered will be itemized in the service contract.
– The method of payment will be specified for each contract (monthly, annual, etc.) and the terms of service will be recorded.
– Payments will be opened for the contract based on its items, warranty dates, and method of payment.
– The service contract flow will be facilitated by the BPM utility.
– Statuses used in this form are: XX.
5 Setups – Customer Service
The following must be set up:
– A list of service providers (technicians)
– Terms of service
– Malfunction codes
– Resolution codes
– Serialized parts in use
– Active service contracts
Project Management
The Project Management module provides a comprehensive and detailed approach to managing projects. You can use it to plan a project, calculate planned costs, report labor and materials per project activity, calculate actual costs, record payments, issue invoices, produce reports, and more.
0.
1 Defining a Project
General:
Final products are defined for every project. The cost of the project is determined by the price of the final products. Each project is divided into individual activities within the framework of project planning. Activity parameters include: a user to whom the activity is assigned (the Owner), a budget, and a number of planned hours. While working on the project, work is reported for each activity, enabling you to track planned vs. actual work. Priority also allows you to maintain old planning versions for each project.
Current Situation:
Operative Decisions for the Project:
– A project will be defined for each XX (e.g., a machine used in production, a building under construction, a fire detection system, installation of a computerized system or individual components).
– When starting a project, the following parameters should be defined:
• The project manager
• The project supervisor
• The date the project is opened
• The customer for which the project is opened
• The project type
• Project contacts
• Final products
2 Scope of Work (SOW)
General:
Before you begin planning a project, you can list your customer's requirements in a Scope of Work (SOW) document. This document consists of a numbered hierarchy of requirements and sub-requirements, which can include extensive remarks explaining each one. Each requirement can also be linked to its own final product, where the price of the product determines the price of the requirement.
During project planning, you can link each activity to the requirement it is intended to fulfill, and thus calculate the requirement’s projected cost and profit. If you are working with planning versions, you can then create sub-activities automatically from the sub-levels of the linked requirement.
SOW documents can be imported from Word files provided by the customer. You can maintain versions of each SOW document, as well as versions of the remarks recorded for individual requirements.
Current Situation:
Operative Decisions for the Project:
– An SOW document will be recorded for projects of type XX.
3 Project Planning
General:
Each activity in a project generally results in some kind of product (e.g., the product of the activity “installing electricity” in a construction project would be “electrical system”). In Priority, you can define a final product, together with a bill of materials, for each activity. After assigning a product to an activity, the product's child parts are listed automatically as the activity's planned materials. You can add to, change or delete these materials, as required for the activity. The total planned cost for materials is calculated automatically for each activity and added to the activity’s overall planned cost.
Current Situation:
Operative Decisions for the Project:
– Human resources will be defined for each activity, as will a bill of materials, in order to provide an estimate of activity costs.
– A work schedule, milestones, and responsibilities will also be specified for each activity.
– Planning versions will be maintained to enable comparison.
4 Reporting Work on the Project
General:
Inventory transactions and financial transactions are reported against a project or project activity by linking the transaction document to the project or activity. You can also link line items within a document to a project or activity. Work hours and other expenses (such as travel) are reported in a separate form.
Transfer of inventory to a project can be performed in Priority through customer shipments, transfers to project warehouses, receipt of goods into inventory or issues from project warehouses.
Current Situation:
Operative Decisions for the Project:
– Each project-related document will be linked to the appropriate project.
– Each line item within the document will be linked to the relevant activity.
5 Revenue and Profit
General:
Inventory transactions and financial transactions can be linked to a project or project activity and detailed expenses (e.g., work hours, travel) can be itemized for each. When a new document is opened on the basis of an existing one (e.g., an invoice based on a sales order), the linkage to a project or activity is copied into the new document.
This enables you to view an activity's planned costs and work hours, and to compare the planned costs/hours of a project and each of its activities with their actual calculated costs and reported hours. You can also view revenue from a project (including its sub-projects), as well as actual and projected profit, based on total costs and revenues.
A summary of all actual revenues and costs, as well as projected revenues and costs from the project, is available through a sub-level of the Projects form.
Current Situation:
Operative Decisions for the Project:
– Each project-related financial document will be linked to the project in order to accrue actual and projected revenues and costs.
– Labor hours invested in the project will be reported in the Reports of Project Hours/Expenses form.
6 Payment for the Project
General:
Invoices for the project can be prepared automatically. The project's customer can be charged for:
– Project payments that are due, and have been released for billing
– Billable work hours and expenses
– Customer shipments that are marked for billing
– Service calls that are marked for billing
– Service contract payments that have fallen due.
Current Situation:
Operative Decisions for the Project:
– A program for preparing project payments will be run once a month, toward the end of the month, by XX.
– XX will be responsible for checking the payments and running the program that produces pending invoices.
7 Setups – Projects
The following must be set up:
– A list of projects
– Project types
Engineering
1.
1 Bills of Materials and Revisions
General:
Priority supports multi-level bills of materials, with an unlimited number of levels and an unlimited number of child parts at each level.
Bills of material are created by defining each level separately, i.e., defining the relationship of the parent part to its direct child parts.
You can also define the operation (step) in the parent’s routing at which the child part is required, as well as the production step at which the child part is used (relevant when the child part is used before it is fully processed).
You can specify the coordinates of each child's physical location in the construction of its parent part (i.e., X, Y, Z), as well as designate the position label or symbol (e.g., C15, R1 in an electronic circuit).
You can maintain revisions to a bill of materials and engineering revisions using BOM Revisions. For each revision, an effect date and procedure for authorizing the revision are designated. MRP and finite capacity planning are always run for the revision that is currently in effect. If work orders are created for the part, revisions will be maintained for each work order.
Current Situation:
Operative Decisions for the Project:
– BOM revisions will be maintained for processed parts.
– Each BOM revision will take effect after being authorized by all relevant personnel.
2 Engineering Change Orders (ECO)
General:
The system allows you to track engineering changes that were made during production of a part. For each change you can document details of the change, the date of the change, parts that have been changed as a result, and the like. You can also link part revisions and BOM revisions to engineering changes. The system tracks those revisions that have been influenced by the change, as well as work orders that have been opened in accordance with these revisions.
Current Situation:
Operative Decisions for the Project:
– ECOs will be opened manually by the user.
– The ECO will include the following:
• ECO number
• Reason for change
• Initiator of change
• Attachments
– It will be possible to open new BOM revisions/part revisions through the ECO (after opening a BOM revision it will be possible to produce a report that compares revisions).
– The BPM utility will be used to track the ECO’s progress and determine the order of authorization according to one of the ECO specifications (e.g., the reason for change).
– Statuses used in this form are: XX.
Setups – Engineering
The following must be set up:
– Possible reasons for ECOs
– Implication codes for ECOs
Quality Assurance
2. s
1 Laboratory Testing and Certificates of Analysis (COA)
General:
Priority allows you to define various laboratory tests to check the parts produced in your factory or parts transferred in inventory transactions in your company. Each test is based on a given method of analysis and possible results, and each result is defined in terms of acceptability and standard deviation.
Required tests can be assigned to the following entities:
– Operations in a part’s engineering routing
– Operations in a part’s routing
– Operations
– Parts
– Base products
– Part families
When an inventory document or production report is opened, the system automatically lists the required tests for each part, based on its current production step. You can add or revise the required tests listed in any document.
Test results determine whether or not a part meets the required standards. The system allows you to perform a single test a number of times. In this case, part compliance is determined by the average result, which is calculated automatically.
2 Material Review Boards (MRB)
General:
The MRB module documents and tracks malfunctions discovered during quality assurance. This module facilitates a process by which a quality inspector reports a problem in a Malfunction Document, and either decides on a solution or refers the problem to the appropriate review board (MRB).
The MRB agrees on a solution and recommends ways to prevent repetition of the malfunction.
After filling out a malfunction document, you can link it to various inventory documents (e.g., Goods Receiving Voucher, Returns to Vendor). The quality inspector closes the malfunction document, thus completing the malfunction handling process.
Current Situation:
Operative Decisions for the Project:
– Signatures and authorizations of MRB members will be documented electronically in the designated form.
– Statuses used in this form are: XX.
3 Receiving Inspection
General:
Priority allows you to test parts when they are entered into inventory. Laboratory tests are documented by changing the status of the tested inventory, usually from an entry status indicating the need for testing to a status that represents the test results. The entry status is assigned to inventory when the GRV is recorded. The new status is assigned when a Laboratory Release document is recorded. This status determines whether the goods are acceptable or rejected.
Current Situation:
Operative Decisions for the Project:
– Parts requiring testing upon their entrance into inventory are: XX.
– The test will be documented upon recording the GRV.
4 Setups – Quality Assurance
The following must be set up:
– Material review boards
– Malfunction statuses
Data Migration
– What types of data should be migrated?
• Customers
• Vendors
• Part numbers
• Bills of materials
– Will journal entries, opening balances, or open (unreconciled) entries be migrated?
– Will the customer provide files in a pre-arranged format? Or will data be entered manually?
– Will open inventory transactions (e.g., sales orders, purchase orders, inventory counts) be migrated?
Additional Topics
– Do you work with labels?
– Do you work with hand-held devices?
– Do you work with cashiers?
– Do you interface with external systems? If so, what interfaces?
• What format is used in interfaces (text files, XML, ODBC)?
• How often are data transferred (online, periodic, according to the Tabula Task Scheduler)?
-----------------------
|Eshbel Technologies ■ 12 Amal ⦐[?]⦒[?]⦔[?]⦖[?]⦘[?]⦚[?]⦞[?]⦠[?]⦤[?]⦦[?]⦪[?]⦬[?]⦰[?]⦲[?]⦼[?]⦾[?]⧀[?]ヌ[?]õëë××××츀×휀Àഀ␃ᘃĤ⑁䤀Ŧ愀̤摧慎ç ̤̀⑁愀̤摧⍬+|
|1/38 |Ver. 03 |Cat.No. A8000564 |
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- https www municipalonlinepayments
- village of rosemont il government
- rosemont il hotels map
- cook county il job opportunities
- rosemont il convention center
- rosemont il municipal code
- il school report cards
- il report card
- il nurse aide registry
- johnson county il recording fees
- co signer vs co borrower
- co signer vs co buyer