Implementation Outline

Transcription

1

2 Overview Getting Started with Minxware will help you begin using Minxware as quickly as possible. It contains information about setting up the various modules. This chapter presents an overview of the steps you must complete when first initializing a new (empty) database. NOTE: The information in this manual assumes you are ready to enter live data in a new (empty) database. If you have not yet created the empty database, refer to Installing Minxware for instructions. Implementation Plan If you are using Minxware for the first time, it is very important to develop an implementation plan. Key people in each major area of your company should be consulted regarding Control File Variable settings (they have system-wide implications), general ledger account structure and the posting table. By spending a little time in preliminary planning, your company will be rewarded with a smooth and trouble free installation. Who Should Use This Chapter This chapter of Getting Started with Minxware is designed for those in your organization who will oversee the implementation of Minxware, and later act as primary contacts for their areas of expertise. The team should include staff members from the accounting, manufacturing, and systems management departments. First-Time Users It is important that the implementation outline in this chapter be followed closely. Minxware is a fully integrated system and requires that certain basic information be available before you can continue. 2 Getting Started with Minxware

3 Established Users If you are an established Minxware user, this chapter can serve as a review of basic implementation procedures, and is useful if you anticipate major changes in the way your organization currently uses Minxware. Manual Organization Required Setup Each of the required chapters in this manual (System Utilities, General Ledger, and Inventory Control) contains a setup chart and a setup checklist. These outline the necessary steps you must complete to implement Minxware. Each chapter MUST be completed in the order given (i.e. System Utilities first, General Ledger second, and Inventory Control last). Optional Setup Once you complete the required setup, the remainder of the Minxware setup is accomplished with the appropriate chapter of Using Minxware (the three volume Minxware user guide). There is a checklist for the optional setup steps at the end of this chapter that shows the suggested completion steps, depending on which Minxware modules you are implementing. Getting Started with Minxware 3

4 Minxware Features and Functions Before you begin the implementation process, take a few minutes to review the two tables that follow. They show you: some useful Minxware features how to use the extended description text editor. Extended descriptions are in addition to standard description fields. The extended description entry screen uses its own text editor, which is explained in this table. Select ANY Option? For On- Line Help Default Fields [ESC] to Back-up * For Show Screens CTRL-P to Print Screens Text Editing Warning Messages Error Messages Minxware Features Select any option by entering its number at a menu. For example, enter 'po1' at ANY menu to select Purchase Order Maintenance. Enter a question ('? ) to get help at a prompt. A help message is displayed explaining the entry, term, or calculation. Many fields have default settings (from other files and/or records). Press [RETURN] in add mode to accept the default. Press [ESC] when adding new information in maintenance or transaction screens to back up to the previous field. Enter an asterisk ( * ) in a primary field to open a show screen and display (and select) part numbers, sales order numbers, etc. Qualify the display by entering the first part of a field and then an asterisk. Use the keyboard arrow keys for movement. Press CTRL-P to print any displayed screen for reference or training purposes or to print an error or warning message. Press CTRL-E within an alphanumeric field to activate the line editor. The other control keys are defined below: CTRL-E - Start or stop (toggle) the line edit mode CTRL-H - Move left (backspace) one character CTRL-L - Move right one character CTRL-G - Delete character under cursor CTRL-R - Repaint screen after changes When you have the cursor positioned, enter a character or word to insert, and then press CTRL-E to stop the edit process. Warning messages inform you that an entry is unexpected but acceptable. For example, if you enter a zero-amount voucher, a warning message is displayed, but you can continue. Error messages inform you why something cannot be done. Errors can range from invalid keyboard input to file errors. 4 Getting Started with Minxware

5 CTRL-D CTRL-U [BACKSPACE] [SPACE] [RETURN] - (minus) 0 (zero) $ (dollar) A (lower case) a I (lower case) i O (lower case) o R (lower case) r [RETURN] [BACKSPACE] [ESC] (lower case) dd X (lower case) x D J :x :q :r Extended Description Text Editor Commands Movement Scroll down (1/2 of display region) Scroll up (1/2 of display region) Move left 1 character position on the current line Move right 1 character position on the current line Move to the beginning of the line below Move to the beginning of the line above Move to the beginning of the current line Move to end of the current line Insert and Replace Press [ESC] to Stop Start insert at the end of the current line Start insert after the current character position Start insert at the beginning of the current line Start insert before the current character position Open a line above the current line and start insert Open a line below the current line and start insert Start replacement at the current character position Single character replace Split line at the current position (inserting or replacing) Delete character (while inserting or replacing) Stop insert or replace Delete Delete the current line Delete a character left of the current character position Delete the current character Delete from the current character position to end of line Join Join line below to the end of the current line Exit, Quit, or Read Exit from edit mode Quit from edit mode, abandon any changes Read external file into line space Getting Started with Minxware 5

6 Required Setup Because Minxware is a fully integrated system, you must implement specific modules before you can move on to others. Start Minxware Complete the following only if you must start Minxware (and the associated database). 1. Log in to your system with the user name designated for Minxware If you are not sure how to do this, contact your system manager for instructions. 2. At the UNIX prompt, enter minx. 3. Enter the database number, if required. The file server will process the data file list and then display the Minxware system menu. NOTE: If your screen is unreadable (garbled), check with your system manager about the proper setting for your display terminal. 6 Getting Started with Minxware

7 Required Setup Checklist Complete each of the listed Getting Started with Minxware chapters in the order given. When you have completed these chapters, you can continue to the optional setup checklist that begins on the following page. Step Chapter What s Required 1. System Utilities Add printers and passwords to Minxware. Initialize the Control file. Create the Manufacturing. Create Fiscal Calendars. Note: Before you initialize the Control file, review the General Ledger chapter and decide on the account structure you will use. You must enter this information during the control file initialization. 2. General Ledger Establish your account structure. Initialize the GL files. Setup segments, divisions, accounts Setup the posting table. 3. Inventory Control Enter warehouses. Enter parts and locations. Initialize quantities on hand. Enter part cost information. Getting Started with Minxware 7

8 Optional Setup Checklist This section outlines optional setup tasks during the implementation process. The outline is meant to be used as a central checklist. Specific setup instructions are contained in the associated chapters of Using Minxware, so that the setup tasks can be divided among various departments for information entry. You can then note their completion on the central checklist. Not all of the setup tasks will apply to your particular installation. Select those that you want to implement based on the instructions in the Setup section of the appropriate Using Minxware chapter. NOTE: You cannot enter optional information unless the required setup has been completed. Historical Data During the optional setup, you can enter historical data. For example, you can enter and voucher purchase orders, and enter and invoice sales orders. If you choose to enter historical information, pay close attention to the transaction dates (these govern the general ledger fiscal period postings) and inventory quantities on hand. Minxware Database Start Up Most of the options in this section do not have system-wide implications. You should set Minxware to allow multiple users access to the database, so that other departments can concurrently enter data. 1. Select Minx Start Up (SU,1). 2. Indicate that you want to allow other users access to this database (enter yes ). 3. Indicate whether to batch the start-up process. Other users can now login and use the database for information entry. 8 Getting Started with Minxware

9 Accounts Payable/Purchasing Before you can enter purchase requisitions and purchase orders, or create vouchers and write checks, you must complete the following: Step Using Minxware What s Required Chapter 1. Accounts Payable Verify control file settings for AP. Enter bank codes, reason codes, vendor payment terms, vendors and remit-to vendors. 2. Accounts Receivable Enter note codes. Add your company as the ship-to customer for purchase orders. 3. Purchase Order Processing Verify control file settings for purchasing. Optional: Setup work orders for subcontract purchase orders. Optional: Setup purchase requisitions for vendors. Optional: Setup projects to associate with 4. Purchase Order Processing (See the Application section) vouchers. Enter PO s for a vendor. Optional: Receive material and voucher open PO s. 5. Accounts Payable (See the Application section) Caution: Receive and voucher purchase orders ONLY if you want to record historical information. Otherwise, enter purchase orders and process normally. Enter recurring vouchers. Optional: Enter vouchers for purchased material. Caution: Receive and voucher purchase orders ONLY if you want to record historical information. Otherwise, enter purchase orders and process normally. Getting Started with Minxware 9

10 Accounts Receivable/Order Management Before you can enter or ship sales orders, or create invoices and process cash receipts, you must complete the following: Step 1. Using Minxware Chapter Accounts Receivable What s Required Verify control file settings for AR. Enter payment terms, note codes, tax codes, special fee codes and customer price codes. Enter bill-to, sold-to, and ship-to customers. 2. Accounts Payable Enter bank codes and reason codes. 3. Order Management Verify control file settings for OM. Enter order source codes and order administration types. Setup products, product groups, posting codes, product pricing, sales agents and commission structures, and discount tables Order Management (See the Application section) Accounts Receivable (See the Application section) Optional: Enter the associated bills of material for configurable products. Enter sales orders. Optional: Enter F.A.T. work orders for sales orders containing configurable products. Optional: Ship products. Optional: Complete and ship configurable products. Caution: Ship and invoice sales orders ONLY if you want to record historical information. If not, enter sales orders and process normally. Optional: Invoice customer sales orders. Caution: Ship and invoice sales orders ONLY if you want to record historical information. If not, enter sales orders and process normally. 10 Getting Started with Minxware

11 Bills of Material/Shop Floor Before you can enter work orders and complete assemblies, you must complete the following: Step Using Minxware What s Required Chapter 1. Bills of Material Verify control file settings for Bills of Material. Enter bills of material. 2. Shop Floor Control Verify control file settings for Shop Floor. Optional: Setup backflush orders Demand Fulfillment Shop Floor Control (See the Application section) Enter work centers and routings. Optional: Enter planned orders (nonconfigurable) and sales order generated demand. Enter and complete work orders. Optional: Backflush work orders entered with Demand Fulfillment. Resource Planning Before entering work orders or completing assemblies, you can enter resources (optional): Step 1. Using Minxware Chapter Resource Planning What s Required Verify control file settings. Enter resources and bill of resources. Enter demands. Getting Started with Minxware 11

12 Master Production Scheduling/Material Requirements Planning Before generating the MPS or the MRP, you must enter demand or supply: Step Using Minxware Chapter Resource Planning Resource Planning (See the Application section) What s Required Verify control file settings. Enter resources, bill of resources and demands. Note: Sales orders must exist to generate MPS demand. Note: Sales orders, work orders and purchase orders must exist to generate MRP demand and supply. Regenerate the MRP and the MPS (optional). Customer Service Before you can enter service calls, service contracts, RMAs, or service orders, you must complete the following: Step Using Minxware Chapter Customer Service Customer Service (See the Application section) What s Required Verify control file settings for Customer Service. Enter customer service codes, labor rate codes and service engineers. Enter customer sites, service contracts and site surveys. Enter and process customer calls. 12 Getting Started with Minxware

13 Project Accounting Before you can process project accounting transactions, you must complete the following: Step Using Minxware Chapter Project Accounting Project Accounting (See the Application section) What s Required Verify control file settings for Project Accounting. Enter system currency accounts for Account Controlled projects. Enter projects, project locations, and initialize transaction descriptions. Process project accounting transactions. Getting Started with Minxware 13

14 Notes 14 Getting Started with Minxware