Release Notes- August Release Notes. [MIE Trak Pro Release-August.2016] MIE Solutions Page 1

Transcription

1 Release Notes- August 2016 Release Notes [MIE Trak Pro Release-August.2016] MIE Solutions Page 1

2 Release Notes- August 2016 Release Features August 2016 Release Features August Security... 4 Reports... 5 Division Parameters... 6 Miscellaneous Maintenance Quoting Sales Orders Purchasing Routers Work Orders Inventory Invoicing Barcoding Accounting Kiosk Scheduling Inspection Module MIE Solutions Page 2

3 IMPORTANT NOTE FOR ALL USERS WHO UPGRADED FROM FOXPRO. Please run the script below because the import was wrong from Foxpro to Pro and this will correct a work order release calculation from the build the last few weeks. If you did not upgrade from MIE Trak Foxpro please ignore. alter table RouterWorkCenter disable trigger all UPDATE RouterWorkCenter SET PartsRequired=1 FROM RouterWorkCenter join Item it on it.itempk=routerworkcenter.itemfk where it.itemtypefk in (3,4,6,7,8,9) and ISNULL(PartsRequired,0)=0 alter table RouterWorkCenter enable trigger all UPDATE WorkOrderAssembly SET PartsRequired=1,TotalQuantityRequired=QuantityToFabricate*QuantityRequired where WorkOrderAssemblyPK IN(select WorkOrderAssemblyPK from WorkOrderAssembly join item it on it.itempk=itemfk where it.itemtypefk in(3,4,6,7,8,9) and PartsRequired>1 and Released=1 and QuantityToFabricate*QuantityRequired<TotalQuantityRequired ) alter table QuoteAssembly disable trigger all UPDATE QuoteAssembly SET PartsRequired=1 FROM QuoteAssembly join Item it on it.itempk=quoteassembly.itemfk where it.itemtypefk in (3,4,6,7,8,9) and ISNULL(PartsRequired,0)=0 alter table QuoteAssembly enable trigger all exec usp_checkquantityondemandintegrity Potential Breaking Changes MIE Solutions Page 3

4 Security Release Notes: August 2016 Invoice line security has been added to add, edit and delete line items. This enables the ability to have line editing and deleting but not the entire invoice editing and deleting. Turn on as appropriate. Work order comment edit security level has been added. Turn on as appropriate Security level has been added for router editing of RUN TIME and SU TIME Security options have been added for integrity checks, inventory transfer report, quality control-corrective action request, scheduling white board, work order Gantt chart, work order collection quick add. Security levels have been updated to make them correct in AR Aging and AP areas where some were backwards. MIE Solutions Page 4

5 Reports Performance improvement for quickviews which need work order tracking information. We added Tracking and NextWorkCenter as columns in the WorkOrderRelease table which does not require a special query to grab that information. We changed this on the work order query report so you should change your expressions to be WorkOrderRelease_NextWorkCenter and WorkOrderRelease_Tracking MIE Solutions Page 5

6 Division Parameters Features Release Notes: August 2016 Set PDF Limit - Under the invoice tab you have the new parameter to Set PDF limit quantity. This tells MIE Trak how many PDF s to put on a single . Save User Preferences In Database - There is a new division parameter under the miscellaneous tab to turn on grid saving to the database. Purchase By Division - There is a new division parameter under purchasing called Purchase By Division which allows purchasing by inventory to be done at the division level. BillOfMaterialMarkupAsCost - This new division parameter will put the bill of material costs as the cost + markup on the BOM items in quoting. This is where the idea of the markups are actually costs Examples would be handling costs and overhead associated with the purchasing. When you do the global markup/margin percent it will be based on the costs. Use Actual Costs On SubCompletions. This division parameter gives you the option when issuing product subs to work orders to use the actual work order costing versus your accounting costing method. This only works if the completions originally are done with a lot number in the format of WO####. When the issuing even happens MIE Trak looks up the work order associated o the lot number and grabs that cost. Omit Zero Lines On Invoices Creation from Pick list- This option will not add items to pick lists which do not have quantities. Division parameter to disable issuing automatically when an outside processing receiver is confirmed. Division parameter to explode kits and keep prices on subs or not. MIE Solutions Page 6

7 Division parameter under the Kiosk menu. Print Work Order Completion label. This option will enable the work order completion label functionality from the Kiosk. If there is only a single location and no lot number the quantity for the label will default to the quantity you are completing. Division parameter called Copy Quote Markup To RFQ will always use the markup on the quote versus the actual markup on the quote (sell versus cost). Have this checked if you want the calculation to remain as it was previously. Division parameter option to turn have available to promise screen include forecasts. ** BIG FEATURE ** New division parameter in the miscellaneous tab to use existing module tab when drilling down MIE Solutions Page 7

8 Change PO Receiver rejection quantities has been changed. There is a new division parameter called Use Qty Not Accepted For Performance. The key is the NOT ACCEPTED field on the receiver line item is used as the rejection quantity on the supplier performance report. This can be populated two ways. The first way is if you enter the value manually. The 2 nd way is if there is a quality entry for the receiver line then the quantity rejected from the quality control entry will get copied to the receiver line quantity not accepted. If the division parameter is false, then the negative quantity on the receiver line is what is used in the supplier performance. GOOD NEWS a) We now have 350 report templates available in the various modules. b) A big feature allowing MIE Trak RFQ s from customers to be associated with suppliers in order to send RFQ s back to your suppliers for items from your customers. Example, you do sheet metal but you outsource machining. You can actually set the MIE Trak RFQ to your suppliers and track their pricing. c) We now have 48 Quick View templates. In the quick view module, you can select template to select some pre-created quick views. We will continue to add more quick view templates. MIE Solutions Page 8

9 BIG NOTE: By the next beta release, we are going to drop support from Windows XP. Microsoft is not supporting XP and we cannot move to DOT NET 4.6 until that point which offers some nice benefits for garbage collection and performance. Start preparing now. WE WILL BE MOVING TO DOT NET 4.6 THIS, PLEASE UPDATE YOUR WINDOWS SYSTEM. BARCODING WILL NOT BE SUPPORTED ON WINDOWS XP. MIE Solutions Page 9

10 Miscellaneous Features **BIG Feature** The ability to save user grid settings to the database. There is a new division parameter under the miscellaneous tab to turn on grid saving to the database. This not only saves those settings to the database but also saves the conditional formatting settings. ** BIG Feature** MIE MRP AUTO Run New Feature. A new option to create work orders from the AUTO MRP run is pull. If you do not add the PULL parameter MIE Trak will automatically do PULL s as the default as it does currently. If you put a PULL=0, MIE Trak will actually run the MRP twice. The first time MIE Trak will create work orders only for TOP LEVEL SALES ORDERS. When these work orders are created they will use the routers default Fab/Pull settings for each sub component. Once those work orders are created MIE Trak MRP will run once again and then create work orders for everything else based on the latest demand. MIE Solutions Page 10

11 New language ability has been added for English, Spanish and French. You can change the language from the top left menu. Once you select a language you must exit and go back into MIE Trak. New DXF Analyzer which a handles more complex DXF files. Example shown below where MIE Trak calculates the linear length of the arcs. MIE Solutions Page 11

12 Performance improvement for quickviews which need work order tracking information. We added Tracking and NextWorkCenter as columns in the WorkOrderRelease table which does not require a special query to grab that information. We changed this on the work order query report so you should change your expressions to be WorkOrderRelease_NextWorkCenter and WorkOrderRelease_Tracking HR Benefits screen now has a checkbox for dependent benefit. Quality control module documents thumbnails are now available on the report. Router number added to engineering change request list. Dashboard visibility is now based on users selected. If you have no uses selected on a dashboard the dashboard will be available. If you have users selected the dashboard will only be available to the users in the list. ing multiple PDF s now includes a division parameter to tell MIE Trak how many PDFs should belong to each a single . Currency code has been added to party pricing. This allows an item you sell to be sold based on the customer s currency File location URL has been extended to display more information. SMTP password is now not displayed, only **** Quality Control Query report now includes a NCMR number (Quality No.) search. MIE Solutions Page 12

13 DXF Analyzer import DXF has been improved to show the picture of the DXF and an option to rotate the DXF if it was not drawn with the correct angle and origin. Quick view now can save a file to CSV at a predefined location on your network. MIE Solutions Page 13

14 ** Quick View Templates ** have been added in order for you to use preexisting templates. Square foot calculator allows you to switch to square meters and also has the option to go double sided. MIE Solutions Page 14

15 The paint calculator from quoting has been added to the router hardware BOM screen in order to help calculate paint usage. Saving Remnants now will proportionately set the last cost, average and standard cost for the new stock size based on the stock that is being copied. A new integrity check called Auditing has been created to cleanup potential data issues. Report scripting available on some reports which allows the ability to load more data if required. MIE Solutions support and development would have to write the script. This allows potential changes without source code changes. Preventive maintenance documents now display on the individual work orders created. This means you only have to add the document to the machine schedule and all work orders using that machine schedule will display the documents for that machine. Preventive maintenance work orders can now be clocked in/out from the Kiosk. Printing DXF files is now native. MIE Trak creates a PDF image and prints the PDF image versus a JPEG. MIE Solutions Page 15

16 ** BIG FEATURE ** MIE File Reader and MIE Quick View Server can be run as services now. You start them with basic commands like. IMPORTANT NOTE : When doing updates you must actually uninstall the services. o --install o --start o --stop o uninstall MIE Solutions Page 16

17 Maintenance Features Release Notes: August 2016 Party maintenance prospect flag can now be set by itself. [before it was just in CRM, now it s in party maintenance, you don t have to go to the CRM anyway] *BIG Feature* Project Maintenance *Project maintenance now shows all purchase orders, sales order lines and quotes on different tabs. Project maintenance in sales order and work order tab can view the tracking information. Item where used now includes a create date of the quote. MIE Solutions Page 17

18 Printer maintenance has been added to keep a list of printers in the database. This is used in some new barcoding functionality when you need to select the printer to output to. Item maintenance search has a new option to search by product code. The ability to print preview a group of time sheets has been added. Making a user inactive (enable checkbox) will now ask if you want to remove that user from all open / unused timecards. Item inventory transaction tab you can now filter out 0 quantity row s Warning message is displayed when you enter a new party with the same Short Name description. MIE Solutions Page 18

19 Merge item now has an option to NOT do the integrity check during the merge, making it faster. Do the integrity check on the last merge you are performing. Item price breakouts have been increased to 12 Inventory quantity report now has the product code column listed. Merge work centers with a lot of data is much faster now. Item import script now gives the ability to import all the user defined fields on the item master. Item maintenance activity logs have been created for Inventoriable Flag, Minimum Order and Reorder Point. MIE Solutions Page 19

20 Sales tax maintenance screen has a new field called Zip Code. If this is populated for your tax codes there is an option on the import button to update your tax rates through the Avalara service. Item maintenance has a new field First Article Required this value will get pushed to sales order lines as the default for the item. Item category search now lets you see the summary for a material gage or each individual item stock size. MIE Solutions Page 20

21 Entering a new party is FASTER. When you add an address you can actually copy the address contact information to an actual contact and the contact is created on the fly. The contact tab is now available when adding addresses in order to adjust contact information quicker. MIE Solutions Page 21

22 Quoting Item vendor pricing now has a setup charge fee. This will get copied to the quote as the item/vendor combination is selected. Item standard cost dialog now has options to update the actual price breakouts on the prices tab for quoting and purchasing. The option to update Base Cost is what you would use. MIE Solutions Page 22

23 Quote operations detail screen now lets you save the horizontal splitter bar location. Quote Operations screen has been changed to allow the resizing to lengthen the variables shown. The ability to copy a quote and include copying and creating new items for all sub components has been added. RFQ line item grid now shows current quantity on hand. RFQ now has the ability to show foreign currency price. Quoting BOM markup % has been changed. This will affect new quotes potentially. If you use margin % in the item master BOM item it was copied over to the BOM item on the quote as a markup %. If the margin in item maintenance said 25% and you added that item to a quote you would have seen a 25% markup on the quote item. The amount should have been percent markup to match what was in item maintenance. This has now been changed. This only affects you if you use margin % and you have BOM markup percentages turned on. MIE Solutions Page 23

24 Quote detail screen the item number has been added as a display field The RFQ line detail screen now shows the item number in the grid. RFQ Report now has the summary grid option to show totals. Quoting operations, BOM tab now shows stock pieces in the grid. Importing electronic RFQ now allows importing of prices. Quoting outside process items now brings the setup cost s over to the router. Division parameter called Overage Parts in quoting. This parameter will use parts as the quoting overage value versus a percentage which is default. Saving Remnants now will proportionately set the last cost, average and standard cost for the new stock size based on the stock that is being copied. ** New Division Parameter * BillOfMaterialMarkupAsCost This new division parameter will put the bill of material costs as the cost + markup on the BOM items in quoting. This is where the idea of the markups are actually costs. Examples: Handling costs and overhead associated with the purchasing. When you do the global markup/margin percent it will be based on the costs. MIE Solutions Page 24

25 Quoting minimum charges for outside processing now takes into account delivery schedule. Request for quote screen, main search list now shows the 1 st part number of the Request For Quote. The quote to RFQ markup % on the RFQ is now the % between sell and cost. This may not be the same value as the quote because of specific markups on labor, material, hardware, o/p items. MIE Solutions Page 25

26 Sales Orders Features Release Notes: August 2016 Sales order confirmation report now can print item class and item number. Sales tax on the sales order header shows accumulated tax from all sales taxes. Sales order query can be filtered by sales order line create date and sorted by sales order line create date. Blanket date has been added to the sales order line on the miscellaneous tab. Entering new sales orders there is a new verification to make sure the address information exists for the customer. Sales order query now has next work center and tracking information available. Sales tax total and total amount on sales order screen now includes freight. Sales order activity log created when there is a change to the PO number. Activity log now created when changing the sales order confirmation date. The first time a part is ordered, the new order flag is automatically checked. Party prices now apply discounts when creating sales order lines. Exploding kits on sales orders and invoices now shows cost as cost from item maintenance. It was setting the cost and sell to both sell price. The 1 st associated sales order is now loaded on the work order assembly report to give access to information. MIE Solutions Page 26

27 Sales order line quick edit has a nice new feature letting you change due dates in mass by +/- days. The option to update the work order due date is also available. Sales order line header information is now available on purchase order reports. Electronic sales order import now has the ability to put a contact, phone and which will get associated with the new shipping address. The ability to add blanket sales orders with no line delivery dates has been added. ** BIG FEATURE ** Price changes are now logged as shown. Sales order creation screen for blanket sales orders now show blank order information on the screen which includes balanced and shipped quantities. MIE Solutions Page 27

28 Purchasing Features ** BIG FEATURE ** There is a new division parameter under purchasing called Purchase By Division If this is UN-CHECKED, it works as normal. If checked MIE Trak now will show you rows by division. For example, if you have WIDGET A in 2 divisions, MIE Trak will show you two rows one for each division. The division name is not displayed in the grid. If purchasing by division the on hand quantity, quantity ordered and reorder point is by item division. Lastly there is a filter by division on the screen so you can select a specific division. MIE Solutions Page 28

29 *BIG FEATURE* Purchase order receiving creation now has a checkbox to close the purchase order short when confirming. Purchase order receiving new screen, added Item ID as a column. Po receiving quick search shows unique rows for the receiver versus all rows. Inventory report option added Demand greater than On Hand + On Order. Purchase order query report now has item class description available. Purchase order query report can now show supplier part number. Purchase order request grid has a unit of measure description. Purchase order line history button will now show the O/P part price history for the first part on the PO assignments. Purchase order by inventory report now shows good until price date. MIE Solutions Page 29

30 Purchase order requests, an URGENT checkbox has been added to highlight those to the purchasing department in red. Purchase order receiver, the approved and exported flag are editable even after the receiver is posted. PO receiving label now show the router part number. Item ID has been added to the PO receiving add new grid. PO weight field is now read-only, this is calculated based on the weights of the items. Copying a purchase order now sets the default required and on dock date to today s date. Purchase order weight is now read-only and is calculated based on the individual item weights. MIE Solutions Page 30

31 Purchase order receiving report now pulls in supplier address automatically. New purchase order receiving line comment for inspections. CHANGE PO Receiver rejection quantities has been changed. There is a new division parameter called Use Qty Not Accepted For Performance. The key is the NOT ACCEPTED field on the receiver line item is used as the rejection quantity on the supplier performance report. This can be populated two ways. The first way is if you enter the value manually. The 2 nd way is if there is a quality entry for the receiver line then the quantity rejected from the quality control entry will get copied to the receiver line quantity not accepted. If the division parameter is false then the negative quantity on the receiver line is what is used in the supplier performance. MIE Solutions Page 31

32 Routers Router ability to set BOM items to not print on the work order. There is a flag called Do Not Print on the router BOM item. Creating quote from router has an option to update child quotes. Creating routers from an RFQ now use the division parameter setting Keep Existing Sub Routers. Router material part size is now compared to see if it is larger than the blank size. MIE Solutions Page 32

33 Work Orders Features Work order quality entry, report can now print the customer address. Work order type dropdown now sorts by description ** Big FEATURE **Work Order Scrap cost auto calculation has been implemented. When you do work order data collection entries and enter a scrap quantity, MIE Trak will automatically calculate the scrap costs up to that point in your data collection. This data is saved in the work order collection and is available for reporting at the work order labor collection reporting area. MIE Solutions Page 33

34 Features- WO Continued ** Division Parameter ** Use Actual Costs On SubCompletions. This division parameter gives you the option when issuing product subs to work orders to use the actual work order costing versus your accounting costing method. This only works if the completions originally are done with a lot number in the format of WO####. When the issuing even happens MIE Trak looks up the work order associated o the lot number and grabs that cost. Work order report now has the header information from the last work order created for the corresponding part number. The field is WorkOrder.LastWorkOrder Work order history button now shows piece cost and the view cost security level has been implemented. Work order report the item other description is available for printing. Work order printing can now print the thumbnail of attachments on the work order. Work order labor collection report now shows Total Estimated Hours on grid Drill down to work order and sales order Work order completions when serialized releases is turned on now has a lookup button to select the release # for the lot number. Create a work order from the sales order module will open the work order. Work order loading report now shows item class and thickness fields. MIE Solutions Page 34

35 A router change number field which can be monitored and populated as you make changes to a router. Adding a router to a work order on the fly lets you enter a quantity required, quantity fab and pull quantity. Work order issuing has a new feature. To turn this feature on there is a division parameter under the router/work order tab called IssuePull/PutBack. This option gives you some new buttons when issuing as shown below. Pull All This option will issue to the work order the entire quantity of the location that is selected. Pull Units This option will issue to the work order the quantity required rounded up to the nearest whole number. Put Back This option will put back into inventory the quantity specified. MIE Solutions Page 35

36 The reason this has been added is the concept of removing everything off the rack when taking the material. You would hit the Pull All. This gets issued to the work order and MIE Trak will automatically change the quantity to the entire location quantity. Once you have finished with that inventory and you have some you want to put back into a location you issue again and select Put Back. The quantity you enter will be the quantity you are putting back. MIE Trak will then do a negative inventory adjustment for the put back and take those parts off the work order. This put back quantity is a positive number; MIE Trak will convert. If you use material and there are remnants left you can use the PUT BACK option and change the material during the issuing process. MIE Solutions Page 36

37 Features- WO Continued ** BIG FEATURE ** A nest that is created in MIE Trak can be linear or rectangular nested based on the work orders that are associated to the nest. This works really well to do a cut list for bar stock, tubes, etc. You click on the nest graphical button on the work order nest screen. Lastly, if you do not have enough inventory for the type of material, MIE Trak will not nest the work orders. MIE Solutions Page 37

38 Expiration date of material inventory is now displayed when issuing. Work order move ticket now has the ability to show the 1 st BOM item of the next sequence. The field is bomitem Work order -> create purchase order now shows the item type in the grid. Work center loading now has the material PO and BOM status in the grid. Work order fabricated sub-assemblies can now be deleted on the fly on the work order tracking tab. MIE Trak will only let you remove leaf nodes. MIE Solutions Page 38

39 Work order release screen has an option to put a little comment on each release row. You can use this to say PULL X quantity of parent. Work order data collection manual edit shows a log entry if the hours change. Activity log created when deleting work order jobs from the work order list. Production overview now has a job number column. Team calendar can show top level items only or explode each fabricated component. Work order query report now shows some new columns when you explode assemblies. Sub Due Date, Sub Estimated Hours, Sub Actual Hours has been added. MIE Solutions Page 39

40 Features- WO Continued Labor collection report now makes available the work order assembly (labor record) comment. Division parameter Work Order Completions Use Estimated Costs has been added. This option will use the estimated cost when doing partial completions versus the standard costs or your costing method cost if it exists. Performance improvement when deleting sequences and BOM s from a work order. The division parameter allows negative back flushing if negative inventory is turned on now works when you are issuing positive quantities. It was setup just to work when you are issuing negative quantities. Work order program edit screen shows the quantity on hand. WOBOM Report filter Exclude Stock Inventory to not display items which have the stock inventory flag set. This can be used in the instance of Customer Supplied Material or Vendor Managed Materials to exclude them from the list. Work order tracking tab, modifying released work order requirements creates an activity log entry. New work order tracking labor status called Subs Completed has been added to help tracking. Next work center tracking information is now available on the sales order query. Work center loading report now has the work order release number, purchase order number and BOM status included. MIE Solutions Page 40

41 Work order BOM report now has current location, next location and tracking information displayed in the grid for the labor. WO BOM report now has the next work center and tracking information available. MRP now has the option to totally exclude all sales order from demand. This allows an MRP to be run that is just for work orders which are released. *BIG Feature* Work order completions (subs) will now give you cost of the sub component. *BIG Feature* A security level has been added to allow changing calculated BOM requirements of a work order. Once the work order is released you can flag the BOM item to not recalculate the requirements when editing but use the requirements you type in. MIE Solutions Page 41

42 ** BIG FEATURE ** Serial Number tracking and work order completions which split quantities into multiple locations with unique lot numbers has been added. In order to turn on you need to set the item to be serialized Every work order completion will be put into inventory with a specific lot number. If you have 5 parts to complete each one will have a different serial number. MIE Solutions Page 42

43 Inventory WIP report can now filter by work order type. Item cycle report query will not display any items which are on open inventory work sheets. ** Nice Feature ** The inventory menu has a new Inventory Pricing query. This enables you to query your customer and supplier pricing setup in Item Maintenance. In the future we will add some global pricing update options. Let us know what you think. Multi-Division MRP has been completed. You can run the MRP for the entire company (like previously), or run the MRP per division. Inventory report gives you the ability to double click on the part number and display work order history. MIE Solutions Page 43

44 Invoicing Picklist new feature which allows you to enter Transactions for the quantity picked. The screen shown below displays where you would enter the transaction. Another feature is you can use barcoding with an option to scan called PICKQTY to enter pick list quantity transactions. Manifest improvements New Report Search Grid on drop locations includes filtering Shipping address can now be selected and changed. Invoice/Packing slip module now has a Shipping Packing Label report which prints labels based on packaging. Invoice/Packing slip module now has an edit button popup to easily edit all the packaging of the invoice. Party short name added to the invoice screen. Ship To Name added to invoice shipping tab. Invoice report now has the ability to show the project ID. MIE Solutions Page 44

45 Invoice job costing analysis report now can filter by party group. Invoice report now has the router number visible. The pick list now gives you an option when creating pick lists for kits to bring the parent to the pick list also during creation. Pick list creation from Sales Order Query report has been modified. MIE Trak will try to split the pick list rows into inventory locations in order to pick from locations. Example if you have two locations with 50 and 100 widgets. You create a pick list for the widget for 75 parts. MIE Trak will create two pick list rows one for 50 and the other for 25. Each of the rows has the associated location and lot number. When creating an invoice MIE Trak remove inventory from the locations specified on the pick list as best as it could. Commodity code can now be printed on the invoice New C of C report from the invoice module. Pick List Improvements Division Parameters New division parameter to Omit Zero Lines On Invoices Creation from Pick list Allow on picklist with no quantity MIE Solutions Page 45

46 Barcoding [New Barcoding Options] SETPRINT and CLRPRINT These two options assign a default printer to the device. ADJINVLP This is an inventory adjustment procedure which will print an inventory label tag at the conclusion of the adjustment. INVINQWOA This command can be used to scan the work order BOM item and will return the list of all current inventory locations and quantities for the location. COUNTL Item inventory adjustments made scanning the ItemInventoryLocation ID and it keeps repeating until all you cancel COUNTW Inventory worksheet cycle counting by scanning ItemInventoryLocation ID and quantity and MIE Trak will find the first open work sheet item which matches. The physical count will then be updated. NESTOUTAI Clock out of an entire nest and its programs incomplete. NESTOUTAC Clock out of an entire nest and its programs complete. NESTSINALL Clock into all nests programs. NESTISSALL Issue all nest material for all nest programs. This barcoding new options have a lot to do with Inventory and Nesting. MIE Solutions Page 46

47 Accounting Release Notes: August 2016 Accounting bill pay now shows a running total of the checking account value. Bill payment is setup to be able to post multiple bills at the same time. Post multiple bill option has been added. Custom P&L statements now have the ability to display all accounts associated to the custom line on the P&L. Miscellaneous bill payment now requires you to enter a name. Drill down from bill payment module to receiver. Multi-Currency enhancements a. The ability to add an exchange gain or loss GL account in currency setup b. The ability to associate accounts to a specific currency. All transactions are still saved in your home currency but you can have different banks for different currencies. c. There is a big change which we only use the Foreign Currency factor in currency maintenance. d. MIE Trak also has added GL accounts specifically for multicurrency to handle the situation where there are multiple bank accounts based on currency. Be sure to set your home currency in organization maintenance. Aging reports, bill payment, etc. allows filtering by currency so make sure you set your parameters and currency up correctly. Manifest option now when selecting the in-transit button you can confirm all the packing slips at the same time. MIE Solutions Page 47

48 Continued changes in C of C document from invoice. Here is a link Invoicing new screen grid has an added column display the list of locations you have actually chosen to pick from. Invoice manifest Packaging can now be grouped by part number. Printing multiple invoices, packing slips, receivers, etc. now lets you choose the division to filter. Invoice report can now be filtered by line create date. The payment date is available to print on the invoice report. Credit card import now allows a document to be attached. The absentee report lets you add employee time if the employee is absent on this screen. Accrued payables now let you change the account number between the confirm and posting stage. Miscellaneous checks can now have addresses. New export for payroll hours to Paylocity. Absentee report screen you can now add time in on the screen versus going to the payroll screen. Absentee report now includes an option to show only active users. Export screen of POs, Invoices, etc. has an option to open up file in file location. Bank deposit report now displays the bank account # s The Deposit summary report now displays the account numbers also. MIE Solutions Page 48

49 Kiosk New Options ADDED Cell clock option now includes buttons to Labor button pops up the clock-in window for the work order you are positioned on. Work Order button brings up the entire work order clock in screen. Issue button allows you to issue BOM items from for that work order release you are positioned on. Kiosk, double click on work order nest number from clock in window and you can view the nest and associated work order jobs. Kiosk move ticket now prints the thumbnail. Kiosk move ticket now prints the next operation description. Kiosk clock in work order history now shows assembly number. Kiosk Quick Clock in now shows documents both for the item and the work center. Kiosk item inquiry screen now has the WIP inventory button available. Material Identification tags can be created from Kiosk when issuing material back to a location. A division parameter called Setup parts now show on Kiosk when clocking into a work order. MIE Solutions Page 49

50 KIOSK Cell clock option now includes buttons to [easier shortcuts!] Labor button pops up the clock-in window for the work order you are positioned on. Work Order button brings up the entire work order clock in screen. Issue button allows you to issue BOM items from for that work order release you are positioned on. MIE Solutions Page 50

51 Scheduling White board -> detail tab -> you can now show the material, hardware and outside processing descriptions. Scheduling advisor for APS comparison screens now show start and end times. Using the White Board, you can now change machines by clicking the edit button and changing to another machine. APS scheduling options, Scheduled ASP and Flood days is now remembered based on your last schedule. APS graphs can now be printed. Scheduling board can now be used to drag work orders to different days. White board Gantt chart now shows the nest number. Backwards scheduling now uses the new field Gap Days in work center maintenance. This will put x days between work center scheduling. Schedule board now has the option to display hours of the APS schedule or the backwards schedule. MIE Solutions Page 51

52 APS Scheduling planning board Gantt chart has been added. You can access this through the APS module and it s the last tab. MIE Solutions Page 52

53 Inspection Module We have been working on the inspection module cleanup and it is looking good. You can see some of the changes by creating inspection templates for the router. When you release a work order you will see those inspection pages displayed. These all fall under the category of Quality and fall under the quality menu and quality tabs on the appropriate screens. Here is an example part which you would want inspection information stored. MIE Solutions Page 53

54 1. Open the router you wish to add inspection to. 2. Click the Inspection tab, then click the button under templates, the Router Inspection window will open. 3. Double click your Template, in our example Router Part Inspection then click the button. There will now be a line under templates and you will be returned to the router. 4. Click the button to the left of the new row, this will open up the Router Inspection Window. Currently there will one dimension in there (the Material Thickness dimension we setup in our template). 5. Click the button to the left of the dimension, this will open up the Router MIE Solutions Page 54

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56 Inspection Window (a) Dim Ref this can be populated with a bubble id to reference on the print, i.e. A1 (b) Dimension this is the dimension you are checking, normally a number i.e..104, in this case we will however just put Material Thickness. (c) Maximum this is the top tolerance dimension. If your dimension was.032 +/-.005, this would be.037. (d) Minimum this is the bottom tolerance dimension. If your dimension was.032 +/-.005, this would be.027. (e) Sequence this is where you select the workcenter sequence this dimension applies to or, more accurately, which sequence it needs to be checked at. (f) Frequency this is a reference you can use to tell you how often you want parts checked, every x part can be entered here. (g) Dim Qty this is a reference you can use to point out that the same dimension may be called in multiple places if you do not wish to have it in your inspection multiple times. (h) Comment this is a reference field you can use to pass information on this inspection dimension to be referenced when doing the inspection. (i) Click the button to save this record. MIE Solutions Page 56

57 6. Click the button above to add a new dimension to check. Complete Steps 5(a) through 5(i) to add each additional dimension required. You can also delete dimensions using the button or copy another dimension by clicking the button. 7. When done you can rename the description of the whole inspection list if you would like, we will rename this to In Process Inspection. This can be named whatever you would like and is specific only to this Inspection List on this Router. Another good use of this would be having one for first article. 8. Check the Copy On W.O. Release if you would like this Inspection List to be added to work orders as they are released for this router. You can have multiple selected on one router, if this is the case all selected will be added to the work order, you can delete them from the work order if there are more than needed there (i.e. first article and in process). MIE Solutions Page 57

58 9. Click the button when done. 10. You can copy existing Inspection Lists to easily make another by clicking the button, this copies the inspection list along with all dimensions in it. A good use of this would be to make a first article inspection first, then copy it, rename it to in process, then delete the dimensions that aren t required for that inspection list. MIE Solutions Page 58