Activant Prophet 21 Preparing for Production Order Processing

Transcription

1 Activant Prophet 21 Preparing for Production Order Processing Production Order suite Course 1 of 3

2 This class is designed for Managers/Employees responsible for inventory decisions, who are already familiar with the basic Activant Prophet 21 Order Entry process

3 Objectives Setup the Activant Prophet 21 system for Assemblies and Kits Use the Assembly Maintenance window Enter Assembly/Kit order entry on the fly

4 This course will NOT cover Secondary Processing Item Maintenance Order Processing

5 What is an Assembly? An item that is built from other components KIT Assembly Does NOT have to be put together by your personnel Header item cannot track bins, lots or serial numbers Must not be marked as Buyable in item maintenance Assembly Needs to be built/assembled by your personnel Will go through the production order process

6 Kit Toolbox Screwdriver Hammer Nails Sandpaper Ruler

7 Assembly Bicycle Frame Handlebars Seat Wheels Tires Chain Pedals

8 Questions Do you have items that you will need to create as Assemblies? Do you have items that you will need to create as Kits?

9 System Settings Defaults These settings determine how options in Assembly Maintenance will default

10 Creating an Assembly or Kit Header Item and Components must be created in Item Maintenance BEFORE the assembly item can be created.

11 Creating an Assembly or Kit Both are created on the Orders Band > Production orders > Maintenance > Assembly Maintenance

12 Creating an Assembly or Kit Header Item is entered in the Item ID field

13 Pricing Assemblies

14 Pricing Assemblies How are you going to price the assembly?

15 Pricing Assemblies By Components Header item price is based on component prices Cannot be edited in order entry Component prices display on printed forms Can be edited in order entry

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17 Pricing Assemblies By Assembly Using Components Header item displays price based on components Displays on forms Cannot be edited in order entry Component prices do NOT print on forms Can be edited in order entry

18 By Assembly Using Components

19 Pricing Assemblies By Assembly Pricing based on Header item ONLY Forms will NOT display component prices Can be edited in order entry

20 By Assembly

21 Creating Assemblies The Default Disposition relates to the components

22 Creating Assemblies

23 Creating Assemblies Assembly Usage accumulated for the Header item only Components Usage accumulated for the components only Both Usage is accumulated for both the Header item and the components

24 Creating Assemblies Determines if the item is a kit or an assembly.

25 Creating Assemblies

26 Order Entry

27 Production Order Entry

28 Creating Assemblies Add, Edit or Remove components in Order Entry

29 Creating Assemblies

30 Creating Assemblies

31 Creating Assemblies

32 Calculate Service Level Service Level How often you were able to meet your customers demand for items PTD (Period to Date)Hits/PTD Orders A hit occurs if the customer demand for an item on an order is met Do you want to Calculate Service Levels for Components?

33 Creating Assemblies

34 Print Incomplete Assembly on PO Form ON: Production Order prints as long as any of the components of a particular item is partially allocated to that assembly OFF: Production Order prints as long as there are enough components available to create one assembly

35 Creating Assemblies

36 Creating Assemblies

37 Creating Assemblies

38 Allow Disassembly ON: Components on an assembly can be returned to stock without having to perform Inventory Adjustments OFF: Components on assemblies that are returned to stock have to be returned via Inventory Adjustments

39 Allow Disassembly Cost of Disassembly Determines the cost associated with disassembling this assembly Prorate Cost By $ Amount Quantity Weight

40 Components Tab

41 Components Tab

42 Copy an Existing Assembly RMB to display menu

43 Copy an Existing Assembly

44 Copy an Existing Assembly

45 RTS Components Standard PC mouse Remove the roller ball, and place it into stock Replace it with a special type of roller ball

46 RTS Components

47 RTS Components

48 Labor Create an other charge item for LABOR in Item Maintenance Add this item as a component in Assembly Maintenance or add it on the fly in order entry If adding Labor on the fly make sure to check Allow Adding Components in Transaction Windows

49 Labor

50 Applied Overhead When creating assemblies, do you want to track other charges such as labor, separately? If Yes: You will need to setup an Applied Overhead general ledger account in Company Maintenance

51 Applied Overhead

52 Inquiries

53 Inquiries

54 Inquiries

55 Inquiries

56 Inquiries

57 On the Fly Assemblies/Kits Created during Order Entry and Production Order Entry User must have permissions Once added on the fly, user is taken to Assembly Maintenance Options are defaulted from the System Settings but can be changed Must complete the Assembly Defaults tab

58 On the Fly Assemblies/Kits Enter the Header Item. NOTE: the Item cannot already exist in database!

59 On the Fly Assemblies/Kits

60 On the Fly Assemblies/Kits

61 On the Fly Assemblies/Kits

62 On the Fly Assemblies/Kits

63 On the Fly Assemblies/Kits

64 On the Fly Assemblies/Kits

65 On the Fly Assemblies/Kits

66 On the Fly Assemblies/Kits

67 On the Fly Assemblies/Kits Add the product group, supplier and division

68 On the Fly Assemblies/Kits

69 Kits Header item can t be adjusted into stock, only components Kits cannot carry a quantity on hand Kit item is allocated on order if all components are in stock Kits do not go through Production Order Processing

70 Assembly Overview Production Order is created Manually Automatically at Order Entry Production order is printed Item is assembled Production order is processed

71 System Settings

72 System Settings

73 System Settings

74 System Settings

75 System Settings

76 System Settings

77 System Settings

78 Use Standard Cost for Assemblies

79 Costing Assemblies Components costs are rolled up to come up with the Assembly Cost

80 Rollup Assembly Costs Sums component costs on assemblies View actual sum instead of the current MAC or FIFO on the header item Particularly useful for on-the-fly assemblies Kits sum component cost regardless of this setting Use Standard Cost = Y Rollup Cost setting has no impact, standard cost always used

81 Rollup Assembly Prices Overrides assembly pricing option If an assembly is set to price by assembly, item will always be priced by component Does not impact assemblies priced off of contract

82 Summary Setup the Prophet 21 system for Assemblies and Kits Use the Assembly Maintenance window Enter Assembly/Kit order entry on the fly

83 For More Information Prophet 21 Help Files Activant on the web: View Activant Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Contact pss@activant.com Schedule some one-on-one time with an application consultant to work directly with you on your own system

84 Production Order Processing Production Order Entry and Processing Process manual Production Orders Process automatic Production Orders Perform Disassemblies Entering Customer Orders: Assemblies and Kits Define an assembly and kit Add components to assemblies in Order Entry Understand Assembly/Kit Pricing Create an assembly on-the-fly Create a kit on-the-fly