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Bill of Materials/Kitting

1. The OPEN SYSTEMS Accounting Software OSAS product line consists of several accounting applications Each application addresses a different phase of your financial operations together they form a powerful accounting solution to your daily and periodic accounting needs Customer Support Open Systems has a strong commitment to customer service and product quality If you have difficulty in using Open Systems products consult the user s manual and other OSAS reference materials If you need more information consult a customer support representative OSAS Overview Resource Manager The Resource Manager application is the foundation or shell of OSAS it provides the operating environment that holds the other applications Resource Manager also includes three powerful business features Global Inquiry Executive Information Summary EIS and Print Manager With Global Inquiry you can drill around your accounting data to find selected information throughout your system With EIS you can access company information quickly and view summaries of all aspects of a company or a group of companies With Print Manager when you print reports to file your reports can be stored sorted printed and searched for specific text Base Applications Base applications are designed and produced with the largest possible number of industries in mind They are most effective when you interface them with each other Base applications are usually na
2. Determining Options and Interfaces Setting up the options and interfaces is a standard part of installation The selections you make determine the way Bill of Materials Kitting runs To begin setting up each company s options and interfaces use the Resource Manager Options and Interfaces function see the Resource Manager User s Manual BK is the application ID This screen appears Arie of Menah Kitt u ehons mai e 2 te nta ma 7 ae E N Trpnipii T ae Dieanighines Fresa lenin D iplag pewter ied coal ov KLE nim Toggle wie Compar H OGL Tana TOD Cr Options Your answers to the following questions determine how the system works and how information flows through it Bill of Materials Kitting User s Manual 3 3 Setting Up Bill of Materials Kitting Set Up and Work Flow 3 4 If Bill of Materials Kitting is interfaced with General Ledger the BKJRxxx Transaction Journal file sends information about an assembly to the GLJRxxx Journal file when you post Toggle to YES if you want information about each component that makes up the assembly to be posted Toggle to NO if you want information about the assembly to be posted as one unit If you track the building of an assembly and the quantity of one of the assembly s components falls into the negative range you have a negative build Toggle to YES if you want to allow a negative build or track the assembly of a bill of materials before you
3. A Abandon function key 1 25 1 40 pull down menu command 1 25 verification button 1 24 About OSAS pull down menu command 1 28 Access Code function key 1 16 1 38 tool button 1 18 access code entering in graphical menus 1 18 entering in text menus 1 38 Access Codes parameter 1 11 access codes company specific 3 6 purpose of 3 6 setting up 3 6 Accounts Receivable interfaces 3 5 selling assemblies 3 10 Add Remove Favorites function key 1 17 1 39 additional descriptions option to use with items 3 4 Alias Inventory Lookup function key 1 30 1 44 1 45 pull down menu command 1 30 Append Lotted Serial Number window 4 12 6 16 Append Edit Item window 6 10 Application Information function key 1 17 1 39 tool button 1 21 Application Setup function key 1 17 1 38 Bill of Materials Kitting User s Manual Index Application setup 1 22 assemblies adding 3 10 adding and changing 6 7 building with deleted subassemblies 3 11 changing definitions 3 11 creating 1 5 deleting 3 10 6 31 identified as items 1 6 nonserialized 4 7 option to post 3 4 option to track before getting parts 3 4 recalculating costs 6 23 selling 3 5 3 10 serialized 4 7 tracking 4 7 Assembly Inquiry function 4 3 Available Components Report function 5 7 sample 5 10 B backing up before posting 3 12 before using critical functions 3 7 data files 3 7 for a list of companies 3 7 operati
4. s Manual A 3 System Messages References Currently in use You cannot commit an item assembly or kit that is being used Detail history not selected in Options table You cannot work with detail history of an assembly or a kit unless the Keep Detail History option in the Resource Manager Options and Interfaces function is set to YES Fractional quantities not allowed for serialized items material items You must enter whole numbers for quantities of serialized items and material items GL account for user defined field does not exist You cannot build an assembly when the BKGLxxx table has a general ledger account label without an account number If you use General Ledger you must enter an account number If you do not use General Ledger go to the BKGLxxx table and either add a number to the label or remove the label without the number GL account table ID not found You cannot use a function which involves general ledger accounts from a BKGLxxx table which does not exist The table may have been deleted from the system with the Delete F3 command on the table itself Invalid unit of measure You must enter a valid unit of measure Valid options are displayed at the bottom of the screen Inventory item item ID Loc ID location ID not found The specified item is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you de
5. Home Move the cursor directly to the beginning of the field End Move the cursor directly to the end of the field F9 Undo Restore a field to the way it was before you changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command 1 42 Bill of Materials Kitting User s Manual Introduction OSAS Text Key Operation F10 Delete the characters in the field to the right of the cursor If Delete to end of line insert mode is turned off and you enter a character in the field s first position everything in the field is deleted Shift F9 Copy the contents of the current field Copy field contents Shift F10 Paste the value you copied from a previous field into the Paste field contents current field Inquiry Commands When you use the Inquiry command several other commands become available for you to use in the inquiry window The Inquiry windows operate in two modes Search and Sort You can toggle between these modes within an Inquiry window by pressing the Ins Insert key You can also choose the default mode for the inquiry windows by using the Defaults function in the Resource Manager e In Search mode you can move through the keys listed by typing progressively larger portions of the key you want to find For example when you type C the window displays keys beginning with the letter C When you next press A the window displays keys beginning with CA
6. Procomed wath Bald Field Definitions Field Name Quantity for Item Location Will Become Proceed with Build Bele SFr RR Ho Tt amp Or Abarat Description The item ID is displayed The location for the item is displayed The negative quantity created when you entered the quantity to build is displayed You cannot include serialized items in negative builds You must have enough serialized items on hand in order to build an assembly If not enough serialized items are on hand the system will not continue with the build To continue building the specified number of assemblies check the box or enter Y in text mode To discontinue the build uncheck the box or enter N in text mode Command Bar Definitions This screen has no command bar Saving and Exiting Use the Proceed OK command to continue with the build When the build is completed enter another assembly ID to build or use the Exit F7 command to return to the Daily Work menu 4 10 Bill of Materials Kitting User s Manual Daily Work Build Assembly New Existing Lot Serial Number Entry Screen toning Lov one Rumbas ntrp 1x Geari Heks Pu Helo PKO i T j j LacID 4A MIKA LAPULES BA ACT Ue liah E Feraj By 12i Eein Hanba Lind Cat Baisha 002 of O09 1 i ono Evm Et ad be Field Definitions Field Name Description Item ID The ID of the item is displayed Loc ID The location ID of the it
7. Tables List Master File List Tables List Screen Command Edt Bika Other Help SG bh we 7 E an gpkrakon Fria mr Tu fh Taba 1D From 0 FOL T hii A EGLH y Field Definitions Field Name Application Inquiry Table ID Suppress blank lines Page break per table 7 12 Euppsu Diek Linen fe Pope Biak Pi Tadia i Cogar HO Teal TODD OF Description The application ID BK is displayed Enter the range of table IDs you want to include in the list If you want the list to exclude blank lines check the box or enter Y in text mode if not uncheck the box or enter N in text mode If you want a page break between each table check the box or enter Y in text mode if not uncheck the box or enter N in text mode Bill of Materials Kitting User s Manual Master File List Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device to begin printing the list After the list is produced the Master File Lists menu appears Bill of Materials Kitting User s Manual Tables List 7 13 vi Z enuen saosn Buny sjeverey Jo Ilg 04 10 2001 Builders Supply Page 9 53 PM Tables List Bills of Materials Kitting Table ID BKGL Description Bill of Materials General Ledger Table No of Columns 3 Column Length 12 Type A Description GL Number Cst Mkup CD App Labor 520000 01 Overhead 523000 02 Process 104200 03 04 10 2001 Builders
8. DE trka AJETI heie C Aad Component C Aisorbles a feira Cerere C Ear O biss Corporat oF Both Low ID Componend 1 Tusiy Us E no Tr nT q f E Cabiset Asperti Her uo a merit qj meer ES al Caberet Abiembly Location ID Fira E Fini Leg F Tau 7 Fol Lip Corte F Cini Fira qj Update iida Coote F Tau kf Thru Congar DL Teena TODD IWS Field Definitions O Inquiry Inquiry Inquiry 20 Field Name Description Action Select the action you want to perform You can add a component replace a component or delete a component Include Select the type of information you want to include in the report You can include assemblies only kits only or both kits and assemblies Loc ID Enter the location ID of the component you want to change Component ID Enter the ID of the component you want to change The component description appears Quantity The quantity of the component is displayed Units The unit of measure for the component is displayed Bill of Materials Kitting User s Manual File Maintenance Components Inquiry Inquiry Inquiry ie Field Name Old New Pick Location ID Pick Assembly ID Pick Kit Print log Roll up costs Update standard costs Increase quantities if component already exists Description These fields appear if you are replacing a component Enter the information about the component you are replacing in the Loc ID Component I
9. EE Maei are ra peceni Feah Dink aari brak Gide of Hamut Mites Hiona laid Hiztory Son Hemb Hegre Hepat Sumy Hri Pamp Cpe Hakone Rsa Germ Ledge Parade Pecacung ret Pap breita dob Cari F Merdanence OD8C ka uric File Lett Faad Punches Cincher Faken Cheer apare Hy Company Tamna 1000 aaa a PA You can exit from a Graphical menu in these ways e select a button from a previous menu e press the Tab key to go to the OSAS menu e click the Close box in the upper right hand corner of the window to close OSAS e use the Exit F7 command to close OSAS e select Exit from the pull down File menu to close OSAS 1 14 Bill of Materials Kitting User s Manual Introduction Start Main Menu OSAS Graphical You can exit from a menu in these ways press the left arrow key to go to the previous menu one menu up hold the mouse over a different menu choice press the Tab key to go to the OSAS menu click the Close box in the upper right hand corner of the window to close OSAS use the Exit F7 command to close OSAS select Exit from the pull down File menu to close OSAS Bill of Materials Kitting User s Manual 1 15 OSAS Graphical Introduction Special Commands in Graphical Menus In either graphical menu you can right click on a menu selection to display the Special Commands menu which allows you to perform these special tasks From the standard menus e add a function or menu to the Favorit
10. Supply Page 9 53 PM Tables List Bills of Materials Kitting Table ID BKGLH Description Bill of Materials General Ledger Table No of Columns 3 Column Length 12 Type A Description GL Number Cst Mkup CD App Labor 520000 01 Overhead 523000 02 Process 104200 03 End of Report 1 YS I SOIQeL 1S17 se geL ISI 4 JO Sey System Messages TD Already sold The serialized item you are trying to work with has been sold and the sale has been posted TD Currently in use The serialized item you are trying to work with has been sold or is committed The sale has not been posted but it is no longer available ID Is a BOM You cannot use the ID of an existing assembly for a kit or a different assembly ID Is a Kit You cannot use the ID of an existing kit for an assembly or a different kit Item ID Is not on file You cannot use an item that is not in the INVExxx Items file You may have deleted an item from inventory without deleting it from the definition of an assembly or a kit Location ID Is not on file Location ID Not found Location ID Is not a valid location The location ID you entered does not exist You cannot add locations in Bill of Materials Kitting you must use the Locations function in Inventory see the Inventory User s Manual Bill of Materials Kitting User s Manual A 1 System Messages References table ID Table not found This table is not on file probably be
11. and so on e In Sort mode you can change the order of certain inquiry windows by pressing the letter key associated with the window sort You can see the available sorts in any inquiry window by pressing Esc Command Help To shorten your data search use a partial key inquiry to cut down the size of the inquiry list For example if you know that the ID starts with JAR enter JAR in the ID field before you use the Inquiry command The inquiry list will start with JAR and run through the end of the list Bill of Materials Kitting User s Manual 1 43 OSAS Text Introduction Key Operation PgUp Display the previous page of the window PgDn Display the next page of the window End Move directly to the last item on file Home Move directly to the first item on file Down Move down one item Up Move up one item Ins Look up Toggle between Search mode and Sort mode F7 Exit Leave the Inquiry window without selecting anything Enter Select the item the cursor is pointing to Esc Open a window that shows Inquiry window commands and View commands the window ID Inventory Lookup If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Lookup commands to search for information about items and select an item for entry in the field you are in Key Operation Shift F3 Search for items with a specified alias listed as an alternate Alias Lookup item When you enter the a
12. are established you can use the File Maintenance functions to update information about kits or assemblies substitute components among several kits and assemblies and remove unnecessary data from history Daily Tasks You can use the functions on the Daily Work menu only if you have established bills of materials Adding Kits To add a kit you must use an ID of an existing inventory item that has been marked as a kit in Inventory provided that it is not already a bill of materials The reason is that when you sell the kit Sales Order gets kit information from Inventory files Sales Order cannot recognize it except as an inventory item The best way to add a kit is to use the Items function in Inventory When you use the Items function you know that the inventory item has been established to be used as a kit Sales Order recognizes the inventory item and you can change an established kit in the Kits function Deleting Kits To delete a kit from the BK MHxxx Master Header and BKMDxxx Master Detail files use the Delete F3 command in the Kits function You cannot undo this action Bill of Materials Kitting User s Manual 3 9 Work Flow Set Up and Work Flow Adding Assemblies To add an assembly you must use an ID of an existing inventory item provided that it is not already an assembly or a kit The reason is that when you sell the assembly Accounts Receivable and Sales Order get assembly information from the Inventory s
13. command 1 26 Verify PgDn mode pull down menu command 1 26 View inquiry command 1 44 WwW Where Used Report function 5 3 sample 5 6 Workstation Date function key 1 16 1 38 Workstation date tool button 1 18 workstation date entering in graphical menus 1 18 entering in text menus 1 38 Bill of Materials Kitting User s Manual IX 14
14. function Bill of Materials Kitting User s Manual 1 9 Conventions Introduction To deselect an object move the cursor off the icon or folder onto a blank space within the window and press the left mouse button Some mouse manufacturers allow you to change the function of the mouse buttons for those who prefer for example to use the mouse with their left hand In this case reverse the commands when you use them For example a click refers to a single press of the right mouse button while the term right click refers to a single press of the left button and so on OSAS Conventions Operations in OSAS follow conventions or patterns The conventions used in OSAS applications are presented below Running OSAS OSAS runs in an operating system supported by 150 megabytes of permanent storage and 4MB of RAM You may need additional space or memory depending on the size of your data files and the operating system you use Consult your reseller for more information Starting OSAS To start OSAS on a computer running Windows double click the OSAS shortcut on the desktop or in the appropriate folder To start OSAS on an operating system other than Windows enter osas at the operating system prompt The osas command can recognize three parameters t c and a 1 10 Bill of Materials Kitting User s Manual Introduction Conventions The terminal ID t is the identification code assigned to the terminal you are usi
15. function screen blank For example if you want information about all the vendors to be in a report leave the Vendor ID From and Thru fields blank e To limit the amount of information in the report enter the range of information in the From Thru fields For example if you want a report to include information only about vendor ACE001 enter ACEOO1 at both From and Thru If you want the report to include information only about vendors that start with CO enter CO at From and COZZZZ at Thru Each field where you enter information on a report function screen usually restricts the overall output of the report For example if you leave the Vendor ID From and Thru fields blank the report will contain information about all the vendors But if you enter invoice 100 in the Invoice Number From and Thru fields and invoice 100 is assigned only to vendor ACE001 the report includes information only about vendor ACE001 Information for reports is sorted first by a space _ then by characters then by digits then by uppercase letters and finally by lowercase letters No matter what you enter in the From and Thru fields however your entries are sorted in alphabetical order unless the function provides an option to sort the information differently Sorting by alphabetical codes or IDs is easy For example the ID ACL comes before the ID BB because A comes before B Bill of Materials Kitting User s Manual 1 47 Reports Introduction But ta
16. get the parts for it otherwise toggle to NO You might want to select YES if you usually sell items before you build them Toggle to YES if you indicated that you allow negative builds and you want the system to warn you when you try to build an assembly that uses an item with a quantity of zero Toggle to NO if you want the system to proceed tracking such a build without warning you first Toggle to YES if you want to keep history about each item in each kit otherwise toggle to NO You must select YES if you want the Detail History Report in Sales Order to take kits into account Toggle to YES if the items involved with the assemblies and kits carry additional descriptions and you want to use them in Bill of Materials Kitting otherwise toggle to NO If the items involved with the assemblies and kits do not carry additional descriptions from Inventory your entry does not have an effect Toggle to YES if you want to display unit and extended costs on the build screens Toggle to NO if you want to exclude the cost information from the screens during builds and inquiries Toggle to YES if you want detailed information about component movement written to the Inventory Transaction History file or to NO if you do not want to save this information Bill of Materials Kitting User s Manual Set Up and Work Flow Setting Up Bill of Materials Kitting Interfaces Bill of Materials Kitting can be directly interfaced only with General Ledg
17. inventory account is debited for the sum of the components costs and the user defined amounts Bill of Materials Kitting User s Manual 3 11 Work Flow 3 12 Set Up and Work Flow If detail is to be posted information about each component in the BKJRxxx file is sent to the GLJRxxx file If only summary information is to be posted information in the BKJRxxx file is accumulated for each general ledger account and the sum total is transferred to the GLJRxxx file Assembly Component User Defined 4 User Defined 5 User Defined 6 Inventory Inventory Account Account Account Account Account DB CR CR K pe If General Ledger is not interfaced no information is sent to the GLJRxxx file but the posting log is still produced to show what would have been posted Before you post complete these tasks e Ifyou have a multiuser system make sure that no one else is using the Bill of Materials Kitting system You cannot post if someone else is using the Bill of Materials Kitting files e Print the Build Assembly Journal e Back up all the data files Bill of Materials Kitting User s Manual Daily Work Assembly Inquiry 4 3 Build Assembly 4 7 Undo Build 4 15 Build Assembly Journal 4 19 Post Transactions 4 23 Bill of Materials Kitting User s Manual 4 1 4 2 Daily Work Introduction This chapter explains the features and uses of the screens and processes in the Bill of Materials Kitting applicatio
18. keys Ctrl G 1 39 Ctrl F 1 41 Ctrl G 1 41 Ctrl J 1 25 Ctrl O 1 41 Ctrl v 1 41 Ctrl Z 1 26 1 32 Del 1 32 1 42 Down Arrow 1 25 End 1 32 1 42 Esc 1 38 1 40 F1 1 28 1 40 Bill of Materials Kitting User s Manual References F10 1 26 1 43 F2 1 25 1 31 1 40 F3 1 25 1 40 F4 1 40 F5 1 25 1 40 F6 1 25 1 40 F7 1 25 1 40 F8 1 40 F9 1 42 graphical menus 1 16 Home 1 32 1 42 Ins 1 32 1 42 Left 1 32 1 42 PgDn 1 25 1 41 PgUp 1 25 1 39 1 41 Right 1 32 1 42 Shift F1 1 28 1 40 Shift F10 1 32 1 43 Shift F2 1 40 Shift F3 1 30 1 44 Shift F4 1 30 1 44 Shift F5 1 30 1 45 Shift F6 1 30 1 45 Shift F7 1 30 1 45 Shift F8 1 30 1 45 Shift F9 1 26 1 32 1 43 Tab 1 39 1 41 Up Arrow 1 25 1 41 G General Ledger interface with Bill of Materials Kitting 3 5 3 11 General Ledger table description 3 6 setting up 3 6 Global Inquiry defined 1 3 graphical menu exiting from 1 14 features of 1 13 keyboard commands 1 16 right click menu 1 16 sample screen 1 14 graphical menus right click menu 1 22 graphical mode Bill of Materials Kitting User s Manual Index defined 1 4 H Help 1 22 function key 1 28 1 40 pull down menu command 1 28 tool button 1 21 1 24 help commands F3 1 42 F6 1 31 1 42 F7 1 31 1 42 Home inquiry command 1 33 1 44 report command 1 45 scroll region command 1 29 1 46 Home function key 1 32 1 42 l Inform
19. leads you to a function screen or to another menu You can select applications from the Main menu in these ways e Use the arrow keys to move the cursor up or down highlighting the application you want to use Then press PgDn or Enter to select it Bill of Materials Kitting User s Manual 1 35 OSAS Text Introduction e Press the first letter of the application you want to use The cursor jumps to the first application beginning with the letter press the letter key or the down arrow until the application you want is highlighted When your choice is highlighted press PgDn or Enter to select it e Position the mouse cursor over the application and click The application will briefly highlight and switch to the application screen e Tojump to the first application on the menu press Home To jump to the last application on the menu press End To select a function from an application menu highlight and select your choices the same way you do on the Main menu with one exception you can press PgDn only when an option leads to another menu and you must press Enter to select a function On an application menu you can press PgUp to move to the menu immediately above it If you are several menu levels away from the Main menu you can return to the Main menu by pressing PgUp repeatedly or by pressing the Tab key You can exit from a menu in these ways e Press the PgUp key to go to the previous menu one menu up e Press the Tab ke
20. prompt appears Change Sub JD to Item Everywhere 3 10 Bill of Materials Kitting User s Manual Set Up and Work Flow Work Flow To change the definition of all the other assemblies that use the ID from a subassembly assembly to an item nonassembly from the Inventory file select Yes or enter Y in text mode To leave the other assemblies definitions alone select No or enter N in text mode If you elected not to change other assemblies and you try to build an assembly that involves a deleted subassembly you will not be allowed to build the deleted subassembly Monthly Tasks At the end of every month complete the daily work and print the period to date reports Periodic Tasks Periodic tasks comprise tracking the occurrences of building assemblies and posting transactions Produce the reports on the Reports menu periodically as a backup before you purge information and as a safeguard against circumstances that might harm your data Posting Transactions If Bill of Materials Kitting is interfaced with General Ledger entries and transactions associated with a general ledger account are transferred from the BKJRxxx Transaction Journal file to the GLJRxxx Journal file for accurate tracking of the individual inventory general ledger accounts and the user defined accounts in the BKJRxxx file Each component s inventory account is credited for the cost amount and each user defined account The assembly s
21. region Press R to recalculate the approximate cost for the kit and update the Last Recalc field Press N to work with the next kit To exit to the File Maintenance menu use the Exit F7 command Bill of Materials Kitting User s Manual 6 5 Kits File Maintenance Append Edit Item Screen Command Edt pede jh Haie ee na mo 7e a a Tip x Lesia vH fl BIKE AALIS eREHOUSE ken I PH E al Electrical Package Ob Headed pii Appen Lind Coat mwi Unc Pri Appa Dod Coat fon Field Definitions Field Name Description Type The type of inventory item is displayed Inquiry Location Enter or change the location ID The description of the location appears Inquiry Item ID Enter or change the item ID The description of the item appears Maint Qty Needed Enter or change the quantity of the item the kit requires Inquiry Units Enter or change the unit of measure the item requires Approx Unit Cost The unit cost of the item is displayed Approx Ext Cost The extended cost of the item is displayed Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and return to the File Maintenance menu use the Proceed OK command 6 6 Bill of Materials Kitting User s Manual Bill of Materials Features Use the Bill of Materials function on the File Maintenance menu to establish and update information about assemblies This function is useful if you often sell items th
22. related functions is displayed beside the OSAS menu Selecting a function leads you to either a function screen or another menu Several commands are available within the menu to perform various tasks such as changing the system date entering access codes switching between sample data and live data and so on You can perform these menu commands in these ways if a button or pull down menu selection is muted or gray it is not available for use e click the appropriate graphical tool button e select the command from a pull down menu e press the associated keyboard hot key If you use the graphical menu you can select application menus and functions by clicking the function or menu name on the menu or by highlighting your choice and pressing Enter If you choose the Start menu you can select applications from the Main menu by using the arrow keys to highlight your choice and pressing Enter by clicking the selection or by holding the mouse cursor over the selection until the menu appears From any application menu you can select a button from the previous menu to move directly to that menu If you are several menu levels away from the Main menu you can return to the Main menu by clicking items on the previous menus Bill of Materials Kitting User s Manual 1 13 OSAS Graphical Introduction Graphical Main Menu j T id WEN SS Te ceroerieg Softee e is pja ooh Fyra ta Hele Sa 7B DOBRO OSAS EE onre Parati inaa aiy
23. report Uncheck the box or enter N in text mode for each option you want to exclude Include Status Check the box or enter Y in text mode for each option you want to include in the report Uncheck the box or enter N in text mode for each option you want to exclude Command Bar Definitions This window has no command bar Saving and Exiting Select the output device to begin printing the report After the report is produced the Reports menu appears Bill of Materials Kitting User s Manual 5 5 9 9 enuen saosn Buny sjeverey Jo Ilg 04 10 2001 9 44 PM Company H Level Inventory ID 200100 0 200 200100 0 200 200100 0 200 200100 0 200 200200 0 200 200200 0 200 200200 0 200 200200 0 200 End of Report Description Furnace Heat ing Coo Furnace Heat ing Coo Furnace Heat ing Coo Furnace Heat ing Coo Water Heater Heat ing Coo Water Heater Heat ing Coo Water Heater Heat ing Coo Water Heater Heat ing Coo ing ing ing ing ing ing ing ing Pac Pac Pacl Pac Pac Pacl Pac Pac age age age age age age age age Builders Supply Where Used Report Single Level Costed Status Type Loc PPP PP PPP PPP PP DP Pp Item CA000 Kit CA000 Item MD000 Kit MD000 Item MN000 Kit MN000 Item TX000 Kit TX000 Item CA000 Kit CA000 Item MD000 Kit MD000 Item MN000 Kit MN000 Item TX000 Kit Tx000 EA EA EA EA EA E
24. since you defined the component as part of the assembly Bill of Materials Kitting User s Manual A 5 System Messages References Kit ID is not on file You must enter the ID of an existing kit To define a kit use the Kits function A kit cannot contain itself You cannot include a kit as part of the definition of itself Location location ID is not on file The location ID you entered is not on file Enter an ID that is on file in Inventory Material List list Loc ID location ID not found The specified list of materials is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as part of the assembly in Bill of Materials Kitting Maximum number of lines reached Maximum number of lines reached Cannot insert You can assign only 999 items to a kit or an assembly Must enter J or K or J The type of item you enter must be specified as either an item a kit or a job Depending on which applications are interfaced not all these choices may be available Negative quantities discovered Press Enter to back out build The Allow Negative builds option is set to NO in the Options and Interfaces function in Resource Manager Press Enter to abort If you want to build an assembly that will drive the quantity of one of your items below zero you must set the Allow Negative Builds option to YES in Reso
25. some reports you can also choose whether to print the report in standard size print or in compressed print e Click OK or press Enter in text mode to continue To save the report as a File If you want to save the report as a data file for example to include it in a word processed report in CR LF format select File The data path for the workstation including the default drive appears if it is specified in the Defaults function Enter the filename and file extension using no more than 35 characters overall Bill of Materials Kitting User s Manual 1 49 Installation and Conversion Installation Conversion Bill of Materials Kitting User s Manual 2 3 2 5 2 1 Installation Before You Install Bill of Materials Kitting Make sure your system meets these minimum requirements before you install Bill of Materials Kitting The Bill of Materials Kitting system needs a minimum of 3 megabytes 3Mb of disk space to work correctly with programs sample data data dictionaries system files and graphics files Having more disk space available is necessary for the data files you will create and maintain The OSAS system requires at least one megabyte 1Mb of main memory to run More memory may be necessary in certain environments and operating systems Installing Bill of Materials Kitting Use the Install Applications function in Resource Manager see the Resource Manager User s Manual to install Inventory
26. the assemblies to General Ledger Reports A sample posting log is on page 4 26 Screen Use Screen Description Post Transactions Use the Post Transactions screen to verify that the required tasks have been completed before you post and to select the year to which you want to post Bill of Materials Kitting User s Manual 4 23 Post Transactions Daily Work Post Transactions Screen Paw Tomi Demmi Ee Mewes the Hele axa om mo Te Ham pou Baca wp paa da a Miar Prisj d racaicmy rapari E aeria OF iri Field Definitions Field Name Have you backed up your data files Have you printed all necessary reports Have all assemblies been built Post To 4 24 74 Canparg MO 2G Teal TODD CPA Description If you have backed up your data files check the box or enter Y in text mode if not uncheck the box or enter N in text mode exit to the Daily Work menu and do so before posting If you have printed all the necessary reports check the box or enter Y in text mode if not uncheck the box or enter N in text mode exit to the Daily Work menu and do so before posting If all assemblies have been built check the box or enter Y in text mode if not uncheck the box or enter N in text mode exit to the Daily Work menu and do so before posting Select the year to which you want to post entries You can post to the current fiscal year or to the last fiscal year Bill of Mater
27. 000008 was successful End of Report Page 607 10 113 pjing opun ping opun yoM Alreq Build Assembly Journal Features Use the Build Assembly Journal function on the Daily Work menu to produce a summary of the assemblies you have instructed Bill of Materials Kitting to track This function is useful if you want to see a list before you post of the assemblies that are to be built or have been built After you post to General Ledger you can compare the Build Assembly Journal with the Audit Log Reports A sample Build Assembly Journal is on page 4 22 Screen Use Screen Description Build Assembly Journal Use the Build Assembly Journal screen to select the information you want to include in the journal Bill of Materials Kitting User s Manual 4 19 Build Assembly Journal Build Assembly Journal Screen Field Definitions Field Name Print By 4 20 Daily Work Description Enter the range of assembly IDs and location IDs you want to include in the journal Select the order in which you want to organize the report Bill of Materials Kitting User s Manual Daily Work Build Assembly Journal Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device to begin printing the journal After the journal is produced the Daily Work menu appears Bill of Materials Kitting User s Manual 4 21 cov lenuey saosn Buny sjevereyw Jo Ig 04 10
28. 2 Bill of Materials Kitting User s Manual Introduction OSAS Graphical Graphical Favorites Menu Your Favorites menu saves time in moving between applications opening and closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 key or by selecting Favorites from the pull down menu Favorites Menu Start Style OF Via rdacts ra SL Edit Tuneactann To add a function to the Favorites menu from the main OSAS menus simply highlight the function you want to add on the menu and press the F10 function key to add it to Favorites To remove a function from the Favorites menu highlight the function on the Favorites menu and press the F10 function key to remove it from the menu You can also use the right click menu to add or remove a function Graphical Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below In OSAS commands are assigned to various keys on your keyboard to certain tool buttons and to pull down menu selections You can use these commands to work with data entry screens If a tool button or menu selection appears grayed out or muted the command is unavailable at this
29. 2001 9 38 PM Assembly Component 700110 700110 700100 700100 700111 700113 700115 700117 700110 700100 700 700 700110 700100 700 End of Report Description Unstained Cabinet Unstained Cabinet Walnut Cabinet Walnut Cabinet Cabinet Assembly Cutting Board Drawer Assembly Cabinet Door Unstained Cabinet Walnut Cabinet Cabinets Cabinets Unstained Cabinet Walnut Cabinet Cabinets Builders Supply Build Assembly Journal by GL Account Period Subassembl MN0002 Subassembl MN0002 Subassembl MN0002 Subassembl MN0002 Item MNO002 Item MNO002 Item MNO002 Item MNO002 Process MNO002 Process MNO002 Process MN0001 Assembly MN0001 App Labor MN0002 App Labor MN0002 App Labor MN0001 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 07 07 2000 1 0000 104000 1 0000 104000 1 0000 104000 1 0000 104000 GL ACCOUNT TOTAL 1 0000 1042 1 0000 1042 1 0000 1042 2 0000 1042 GL ACCOUNT TOTAL 1 0000 104200 1 0000 104200 1 0000 104200 GL ACCOUNT TOTAL 1 0000 104400 GL ACCOUNT TOTAL 1 0000 520000 1 0000 520000 1 0000 520000 Page 12 20 I5 jeusnor jqw ssy pying yeuunor Ajquiessy pling wom Alreq Post Transactions Features Use the Post Transactions function on the Daily Work menu to post the transactions related to building
30. 27 429 127 47 75 1286 4400 5300 9500 4000 5000 1500 9700 4400 5300 9500 4000 5000 1500 9700 4400 5300 9500 4000 5000 1500 9700 1 1817 SHY SI SH ISI O14 10ISEN Bill of Materials List Features The Bill of Materials List shows the components that are in each assembly and the cost of each component and assembly Reports A sample Bill of Materials List is on page 7 10 Screen Use Screen Description Bill of Materials List Use the Bill of Materials List screen to select the information you want to include in the list Bill of Materials Kitting User s Manual 7 7 Bill of Materials List Master File List Bill of Materials List Screen ommend Eat bodes Othe Help axana oo te Erse LonaionID Fron cn a Thy enone Amm fen E Pha Ae Fini fakiiri Dusiripiora kr Armir F Cornporenta z kakade Capt Eoi By Loen D P hmm D Congarg H ONAT Tera O Field Definitions Field Name Description Location ID Enter the range of location IDs you want to include in the list Inquiry Assembly ID Enter the range of assembly IDs you want to include in the list Print Additional If you want to list additional descriptions of each assembly Descriptions for and each component check the box or enter Y in text mode if not uncheck the box or enter N in text mode Include costs If you want to list costs check the box or enter Y in text mode if
31. A EA EA EA EA EA EA EA EA EA EA 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 0000 1 yod y p sn 31 4M pod y p sn 1 Y4M suod y Available Components Report Features Use the Available Components Report to determine the maximum quantity of an assembly that you can build with the inventory on hand You can also check the available quantity of each assembly and each component Reports A sample Available Components Report is on page 5 10 Screen Use Screen Description Available Components Use the Available Components Report screen to select the Report information you want to include in the report Bill of Materials Kitting User s Manual 5 7 Available Components Report Reports Available Components Report Screen Av aliie Conquers F epeal REE forward Fae piia Die Help SFE Gh He 7 OF diain Lanai Fipa A0 Tiu HH Amme Frome 70 l Tu A Comprei I Fia Thai Pent a Dirgel O fupli Saat By AEE T Acre D Corsparg H WA Terminal 7 Oe CR Field Definitions Field Name Description Inquiry Location ID Enter the range of locations you want to include in the report Assembly ID Enter the range of assemblies you want to include in the report Component ID Enter the range of components you want to include in the report Print Select Single Level to print top level assemblies and one level of detail Select Ful
32. D Quantity and Units fields These fields appear if you are replacing a component Enter the information about the replacement component in the Loc ID Component ID Quantity and Units fields Enter the range of locations for which you want to change components If you elected to change components in assemblies enter the range of assemblies for which you want to change components If you elected to change components in kits enter the range of kits for which you want to change components If you want to print a log of changed components check the box or enter Y in text mode if not uncheck the box or enter N in text mode If you want costs to be rolled up for the range of kits and or assemblies check the box or enter Y in text mode if not uncheck the box or enter N in text mode If you want standard costs in Inventory to be updated check the box or enter Y in text mode if not uncheck the box or enter N in text mode This field appears if you are adding a component If the component already exists and you want the system to increase quantities for the component select Yes or enter Y in text mode if not select No or enter N in text mode Command Bar Definitions Bill of Materials Kitting User s Manual This screen has no command bar 6 21 Components File Maintenance Saving and Exiting Select the output device to begin printing the update log When the log has been printed the File Mainte
33. D starts with JAR enter JAR in the ID field before you use the Inquiry command The inquiry list will start with JAR and run through the end of the list Scroll Button Key Result z Home Moves the cursor to the first key in the inquiry zj window PgUp Displays the previous page of keys in the inquiry 4 window Bill of Materials Kitting User s Manual 1 33 OSAS Graphical Introduction 1 34 Scroll Button Key aj E i E Up Down PgDn End Ins F7 Exit Enter Result Moves the cursor up one line Moves the cursor down one line Displays the next page of keys in the inquiry window Moves the cursor to the last key in the inquiry window Toggle between Search mode and Sort mode Close the inquiry window without selecting anything Select the item to which the cursor is pointing Bill of Materials Kitting User s Manual OSAS Text The Text menu can be used on all OSAS compatible systems Using text based menus the Text menu shown below offers easy access to your applications Text Main Menu 0545 Ti SiEPLE Bits FATE DaO Laas Company H Beildaces Supply Rain Herm m Bescuroe Maiagptr Fockrtatien Configuration Colors Fa Ybor FeV LOSS betaulta Po 7 0 2 OPE STSTERS F Se ccunting Softvarce When you select an application the application s menu which presents several related functions is superimposed over the Main menu Selecting a function
34. Eni iret dre Labia Fi Jum oT ee The Scroll commands menu appears only on screens with scroll regions displaying multiple lines of information Selection Key First Line Home Previous Page PgUp Previous Line Up Next Line Down Next Page PgDn Last Line End Insert Ins Delete F3 Jump Tab Bill of Materials Kitting User s Manual Operations Moves the cursor to the first data entry field Displays the previous page Moves the cursor up to the previous line Moves the cursor down to the following line Displays the following page Moves the cursor to the last data entry field Allows the insertion of characters between preexisting entries in a field Deletes the selected characters Moves the cursor to the next section of the screen in some functions 1 29 OSAS Graphical Introduction 1 30 Inventory Lookup Menu irama Lou Hee Alar Lookup Shh Cusine eia Loup Shi a Deisi Loko Shai Lal Liga har Spal Loki SoHE Derape dihri If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Lookup commands to search for information about items and select an item for entry in the field you are in Selection Key Alias Lookup Shift F3 Customer Vendor Lookup Shift F4 Detail Lookup Shift F5 Lot Lookup Shift F6 Serial Lookup Shift F7 Description Lookup Shift F8 Operation Search for items with a spe
35. F6 1 45 Shift F7 1 45 Shift F8 1 45 inventory search commands 1 44 Shift F6 1 45 IX 6 item IDs source for BOMs 1 6 source for kits 1 6 items distinguished from kits 1 6 identified as assemblies 1 6 option to keep history 3 4 replacing discontinued 6 19 tracking 1 7 J Jump function key 1 25 1 41 pull down menu command 1 25 Jump command function key 1 29 pull down menu command 1 29 Jump function key 1 39 K Key Help function key 1 16 Kits adding 3 9 components 1 5 definition 1 5 deleting 3 9 distinguished from items 1 6 function 6 3 recalculating cost 6 23 selling 1 5 1 6 3 5 3 9 6 3 when to set up 3 6 Kits List function 7 3 sample 7 6 L Last Line command function key 1 29 1 46 pull down menu command 1 29 scroll button 1 31 Left Arrow report command 1 45 Left Arrow function key 1 32 1 42 List function key 1 40 Bill of Materials Kitting User s Manual References Index to printer or file 1 40 live data changing to 1 18 1 22 1 38 Live Sample Data function key 1 16 1 38 Lot Inventory Lookup function key 1 30 1 45 pull down menu command 1 30 Maintenance function key 1 25 1 40 pull down menu command 1 25 tool button 1 24 manual conventions 1 9 Master File Lists menu description 1 7 Menu styles 1 12 Menus conventions 1 12 Information 1 40 Other Command 1 38 1 40 menus Daily Work 1 7 File Maintenance 1 7 Maste
36. ID Inquiry Copy From This field appears if you entered a new table ID To copy a company specific or a terminal specific table enter the table ID plus the company and terminal ID Description Enter or change the description of the table Number of Cols The number of columns in the table is displayed Column Length The length of the columns in the table is displayed 6 28 Bill of Materials Kitting User s Manual File Maintenance Tables Field Name Description Type The type of characters you can enter in the table is displayed alphanumeric A numeric with two decimals N numeric with three decimals 3 or numeric with four decimals 4 Although you can change the type you cannot enter any other type of character than the table originally specified Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the File Maintenance menu use the Proceed OK command Bill of Materials Kitting User s Manual 6 29 Tables File Maintenance TRMBK Table The TRMBK table holds six fields that appear on other function screens The first three fields are alphanumeric and appear on the Bill of Materials screen and the Kits screen their values are for reference only and are not used in any calculations The last three fields are numeric and appear on the Bill of Materials screen their values are included in the cost of each assembly built Enter the table ID TRMBK The
37. JRxxx file BKLSxxx Transaction Lot Serial Numbers file The BKLSxxx file stores quantities and lot and serial information from builds BKMDxxx Master Detail file The BKMDxxx file stores information about assemblies components and general ledger account numbers Bill of Materials Kitting User s Manual B 1 File Descriptions References BKMHxxx Master Header file The BKMHxxx file stores information about assemblies and user defined fields BKTB Tables file The BKTB file stores information about the TRMBK and BKGLxxx tables The TRMBK table stores information about user defined fields that you can assign to the header section of the Kits function and the Bill of Materials function Refer to the Tables function for information about how the information is used The BKGLxxx table stores general ledger accounts for user defined fields You can assign these accounts to user defined fields 4 to 6 in the header section of the Bill of Materials function When you build an assembly or a kit information about which components are involved comes from the BKMDxxx file Information about each component comes from the Inventory system Information for user defined fields comes from the BKTB file BKTR x Build Assembly Transaction file The BKTR x file stores information about assemblies components levels units of measure general ledger account numbers quantities and costs from builds B 2 Bill of Materials Kitting User s Manual
38. Materials Kitting User s Manual 81 S enuen saosn Buny sjevereyw Jo Ig 04 10 2001 9 51 PM Inventory ID Description Build Number Loc ID Build Date Revision Drawing Version Builders Supply Page Bill of Materials History Report by Location ID App Labor Overhead Quantity Unit Unit Cost Process Extended Cost 700 CABINETS 000004 700 CABINETS 000005 700 CABINETS 000006 End of Report 07 27 1999 MNO001 07 27 1999 MNO001 11 27 1999 T6 XI 701 545 701 T6 XI 701 545 701 T6 XI 701 545 701 20 0000 SET 175 0300 15 2300 4031 6000 30 0000 SET 175 0300 15 2300 6047 4000 20 0000 SET 175 0300 15 2300 4031 6000 LOCATION TOTAL 45 6900 14110 6000 GRAND TOTAL 45 6900 14110 6000 16 7400 17 2200 1 Hodoey 10 S H Sjeueyeyy 40 Il g Yodey 10 SIH sjewayeyy 40 Il g suod y File Maintenance Kits Bill of Materials Components Multilevel Cost Rollup Tables Purge Bill of Materials History Bill of Materials Kitting User s Manual 6 3 6 7 6 19 6 23 6 27 6 31 6 1 Kits Features Use the Kits function on the File Maintenance menu to establish and update information about kits This function is useful if you sell many items at once and want to group them as one item Kits can be sold only through Sales Order Reports To produce a list of the information entered in this function use the Kits List function on the Master F
39. OPEN SYSTEMS Accounting Software Bill of Materials Kitting User s Manual 2000 Open Systems Holdings Corp All rights reserved Document Number 2210 BK61 No part of this manual may be reproduced by any means without the written permission of Open Systems Inc OPEN SYSTEMS is a registered trademark and OSAS Resource Manager Resource Manager for Windows and Report Writer are trademarks of Open Systems Holdings Corp BB is a trademark and PRO S5 and Visual PRO S are registered trademarks of BASIS International Ltd Novell and NetWare are registered trademarks of Novell Inc Microsoft Windows Windows 95 Windows NT Windows 2000 and MS DOS are either trademarks or registered trademarks of Microsoft Corporation Adobe and Acrobat are registered trademarks of Adobe Systems Inc TrueType is a registered trademark of Apple Computer Inc Open Systems Accounting Software for UNIX uses PKUNZIP utilities from Ascent Solutions Inc 9009 Springboro Pike Miamisburg OH 45342 Phone 937 847 2374 Internet www asizip com Printed in U S A This manual is recyclable July 2000 Release 6 1 This document has been prepared to conform to the current release version of OPEN SYSTEMS Accounting Software Because of our extensive development efforts and our desire to further improve and enhance the software inconsistencies may exist between the software and the documentation in some instances Call your customer support representative if you
40. Then use the same function to install Bill of Materials Kitting Setting up Bill of Materials Kitting Once you have Bill of Materials Kitting installed on your system you must prepare your data files for everyday use You can prepare files for use with Bill of Materials Kitting in one of two ways you can create and set up your files manually on a new system or you can convert your old files when you upgrade from an earlier version To create files on a new system use the Data File Creation function on the Company Setup menu in Resource Manager see the Resource Manager User s Manual For instructions on converting your files see the Conversion section later in this chapter You must install and set up Inventory before you set up Bill of Materials Kitting If you plan to use General Ledger or Sales Order with Bill of Materials Kitting you must install and set up those applications before you set up Bill of Materials Kitting Bill of Materials Kitting User s Manual 2 3 Conversion If you use an earlier version of OSAS Bill of Materials Kitting you can convert your files from the older version to the current version When you are ready to convert files use the Data File Conversion function on the Company Setup menu in Resource Manager see the Resource Manager User s Guide to upgrade Bill of Materials Kitting data files You can upgrade from version 4 xx 5 xx or 6 0x You must install the new version of Bank Reconciliatio
41. When selected the system automatically generates serial numbers based on the starting serial number you supply Cost The cost of the item is displayed Ext Cost The extended cost of the item is displayed Fulfill Qty Enter or change the quantity to remove from inventory Comment Enter additional information about the item 6 16 Bill of Materials Kitting User s Manual File Maintenance Bill of Materials Command Bar Definitions This screen has no command bar Saving and Exiting When you finish entering lot and serial information use the Proceed OK command Bill of Materials Kitting User s Manual 6 17 Components Features Use the Components function on the File Maintenance menu to update the components used in several different assemblies at once This function is useful if an item is discontinued and you need to replace it with a different item or a different quantity of items You cannot use this function for location transfers Reports You can produce a verification log of all the bills of materials that have been added replaced or deleted Screen Use Screen Description Components Use the Components screen to select components you want to add replace or delete throughout the system The fields that appear depend on the selection you make Bill of Materials Kitting User s Manual 6 19 Components File Maintenance Components Screen ommend Eee bodes Othe beea lockups Help Seon hh He 7 amp
42. ack more than 10 levels Build request is above maximum available When you send instructions to build more assemblies than your inventory is capable of supporting you can proceed only if the Allow Negative Builds option is set to YES in the Options and Interfaces function in Resource Manager see the Resource Manager User s Manual the code is BK Cannot delete last component of a Assembly Kit Cannot delete last line of a Assembly Kit You cannot delete the last line of an assembly or a kit if you could you would delete the assembly or kit Changing line type to KIT will clear all values The values in the line item entry area disappear when you enter the letter K to declare the item as a kit Component already exists for this Assembly Kit You cannot assign the same component to an assembly or a kit more than once Component item ID in location location ID not on file The specified component is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as part of the assembly in Bill of Materials Kitting Cost update aborted You cannot update cost information about a kit or an assembly which involves an inventory item which is not in the INVExxx Items file You must first define all items in the Items function in Inventory see the Inventory User s Manual Bill of Materials Kitting User
43. ages Valid units of measure are You must enter one of the units of measure listed at the bottom of the screen You must build the CNVTxxx table first You must build the CNVTxxx table before you build assemblies or assign transactions to periods If General Ledger is installed you can interface Bill of Materials Kitting with General Ledger and use the Period Setup function in Resource Manager to build the CNVTxxx table Bill of Materials Kitting User s Manual A 9 File Descriptions BKHIxxx History file When you build information is sent from a scratch file to the BKJRxxx and BKHIxxx files and to the Inventory system The BKHIxxx file holds historical information about each assembly built quantity and cost of the assembly date of the assembly and information in the user defined fields The file holds information until you remove it Use the Purge Bill of Materials History function to remove information from the BKHIxxx file based on the date it was built BKJRxxx Transaction Journal file When you build information is sent from the scratch file to the BKHIxxx BKJRxxx BKTRxxx and BKLSxxx files and to the Inventory system The BKJRxxx file is sent account information about each component general ledger period account number assembly ID and date of assembly entry type and amount sequence number description and reference number This information is held in the file until you post when it is transferred to the GL
44. anual A 7 System Messages References Restoring item ID The items that were being assembled are restored when you enter NO in the Proceed with Build field for one of the assembly s items after giving the instruction to build the assembly or when the Negative Quantities Discovered message appears and you press Enter Serialized components must have integer quantities You must enter whole numbers for quantities of serialized items Serialized kits are not allowed Serialized items are not allowed in kits You cannot involve serialized items with kits either as kit IDs or as components of kits Serial number serial number found under item item ID You must assign a serial number to the item involved with the assembly or kit A user may have made this item serialized since the assembly or kit was defined Service items are not allowed in bills of material You cannot include a service item in a bill of materials Terminology table 7D not found You cannot use a function which involves user defined fields from a TRMBKxxx table which does not exist The table may have been deleted from the system with the delete F3 command on the table itself Thru value cannot be less than from value The Thru value must be greater than or equal to the From value A valid item location is required You must enter an item or a location that is already in inventory A 8 Bill of Materials Kitting User s Manual References System Mess
45. any were built the unit cost of each and the user defined cost of each on that date This report is helpful when you are planning a marketing strategy and want to see when assemblies are in peak demand Reports A sample Bill of Materials History Report is on page 5 18 Screen Use Screen Description Bill of Materials History Use the Bill of Materials History Report screen to select the Report information you want to include in the report Bill of Materials Kitting User s Manual 5 15 Bill of Materials History Report Reports Bill of Materials History Report Screen Ball ol Mih ciate Hestii Hemant Pilg i Command Edt Mien Qt Help Sf hh ih 7 HE e Lasini From an Th eran Acerbis From U0 Th ond Babi tite Fia 00 01 3000 U Boe Soa By bo C iei Dospan H A Terana TA O Field Definitions Field Name Description Inquiry Location ID Enter the range of location IDs you want to include in the report Assembly ID Enter the range of assembly IDs you want to include in the report Build Date Enter the range of dates you want to include in the report Sort By Select the order in which you want to organize the report 5 16 Bill of Materials Kitting User s Manual Reports Bill of Materials History Report Command Bar Definitions This window has no command bar Saving and Exiting Select the output device to begin printing the report After the report is produced the Reports menu appears Bill of
46. at you assemble yourself Reports To produce a list of the information entered in this function use the Bill of Materials List function on the Master File Lists menu Screen Use Screen Description Bill of Materials Use the Bill of Materials screen to enter and update information about assemblies Append Edit Item Use the Append Edit Item screen to add or edit bills of material Build Use the Build screen to track an assembly Negative Item Use the Negative Item screen to track a build that makes the involved item quantity a negative number New Existing Lot Serial Use the New Existing Lot Serial Number Entry screen to Number Entry enter or edit serial and lot numbers for inventory items used in a bill of materials Append Lotted Serial Use the Append Lotted Serial Number screen to add Number information about lotted serialized items to a bill of material Bill of Materials Kitting User s Manual 6 7 Bill of Materials File Maintenance Bill of Materials Screen Field Definitions Field Name Description Inquiry Location ID Enter the ID of the location that stores the assembly Inquiry Assembly ID Enter the ID of the assembly you want to add or change Last Recalc The date of the last recalculation is displayed User Defined Fields Use the first three fields to enter alphanumeric information you set up in the Tables function Use the last three fields to enter numeric information you set up in the Tables functi
47. ation function key 1 40 Information menu accessing 1 40 Inquiry function key 1 25 1 31 1 40 graphical 1 31 partial key 1 43 pull down menu command 1 25 inquiry commands Down Arrow 1 34 1 44 End 1 34 1 44 Enter 1 34 1 44 Esc 1 44 F7 1 34 1 44 Home 1 33 1 44 Ins 1 34 1 44 PgDn 1 34 1 44 PgUp 1 33 1 44 Up Arrow 1 34 1 44 inquiry command 1 34 1 44 scroll region command 1 29 1 46 Ins function key 1 32 1 42 Insert Line command function key 1 29 1 46 pull down menu command 1 29 Insert line item 1 29 1 46 IX 5 Index References Insert mode function key 1 32 1 42 Install Applications function 2 3 2 5 installation options and interfaces 3 3 setting up kits and BOMs 3 6 installing Bill of Materials Kitting 2 3 interfaces 3 5 Accounts Receivable 3 5 General Ledger 3 5 Inventory 3 5 Sales Order 3 5 interfaces with Bill of Materials Kitting 1 8 Inventory interfaces 3 5 Inventory Lookup commands 1 30 1 44 Inventory Lookup commands 1 30 alias lookup 1 30 customer vendor lookup 1 30 description lookup 1 30 detail lookup 1 30 lot lookup 1 30 serial lookup 1 30 Shift F3 1 30 Shift F4 1 30 Shift F5 1 30 Shift F6 1 30 Shift F7 1 30 Shift F8 1 30 Inventory lookup commands alias lookup 1 44 customer vendor lookup 1 44 description lookup 1 45 detail lookup 1 45 lot lookup 1 45 serial lookup 1 45 Shift F3 1 44 Shift F4 1 44 Shift F5 1 45 Shift
48. cation the reseller needs to know which items make up a stand along with any other items the business is responsible for making Inventory can track an item s ID description quantity cost and so on but it cannot automatically track its constituent parts or quantities of those parts Daily Work Use the Daily Work functions for operations that involve building and tracking assemblies producing the Build Assembly Journal undoing a build and posting transactions Reports Use the Reports functions to produce summarized information about components costs and histories File Maintenance Use the File Maintenance functions to set up and maintain information about assemblies and kits Master File Lists Use the Master File Lists functions to produce information about kits and bills of material Bill of Materials Kitting User s Manual 1 7 The Bill of Materials Kitting System Introduction Application Interaction 1 8 Bill of Materials Kitting requires Inventory to run These two applications can be used alone but are most useful when you interface them with other applications Interfacing applications means that the information you enter in one application can be transferred to and used in other applications Doing so reduces data entry time and the number of errors that might creep in along the way Bill of Materials Kitting User s Manual Conventions Your manual will help you to install OSAS on any sta
49. cause it was deleted Try to reconstruct the table A BOM Kit cannot contain itself A BOM or a kit cannot carry its own ID as part of its definition Already sold You cannot commit an item assembly or kit that has already been sold Amount entered causes assembly cost to be too large A cost cannot be larger than 999 999 9999 The amount you entered pushes the cost over this amount Build abandoned after record in use message If you try to build an assembly that involves an item someone else is using the Record in Use message appears and the building operation stops Build cancelled Assembly contains no components You cannot build an assembly that does not have any components One reason the assembly does not have components might be that the components items IDs were deleted from Inventory since the assembly was defined in the BOM Build cancelled Assembly assembly ID not on file You cannot build an assembly that is not on file One reason it is not on file might be that the assembly item ID was deleted from Inventory since it was defined in the BOM Build cancelled Fractional quantities found for serialized items You cannot build an assembly that has a fractional quantity for at least one serialized item A 2 Bill of Materials Kitting User s Manual References System Messages Build cancelled The maximum of number levels has been reached You have too many levels of assemblies or kits You cannot tr
50. cified alias listed as an alternate item When you enter the alias you can use the and wildcard characters to restrict or widen the search Search for an item based on customer ID or vendor ID When you enter the customer or vendor ID you can use the sk and wildcard characters to restrict or widen the search Search for detailed information about an item You can enter search information in any of the fields that appear using any of the following wildcard characters to restrict or widen the search lt gt Search for an item based on lot number When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number you can use the and wildcard characters to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search Bill of Materials Kitting User s Manual Introduction OSAS Graphical Other Graphical Function Controls Function Field Inquiry y When the Inquiry button appears next to a field you can either click on the button or press the F2 Inquiry key Graphical Scroll Region Buttons Use these commands in scroll region areas to move between the lines in the region Scroll Button Key Result Home Moves
51. command 1 25 exit from inquiry window 1 34 1 44 from report to menu 1 45 from screen or window 1 25 1 38 1 40 Exit from OSAS function key 1 17 1 38 F F1 function key 1 16 1 28 1 38 1 40 graphical menus 1 16 text menu 1 38 F10 function key 1 43 graphical menus 1 17 text menu 1 39 F2 function key 1 25 1 40 graphical menus 1 16 text menu 1 38 F3 function key 1 24 scroll region command 1 29 1 46 F3 function key 1 25 1 40 text menu 1 38 F4 function key 1 40 graphical menus 1 16 text menu 1 38 F5 function key 1 25 1 40 graphical menus 1 16 text menu 1 38 F6 function key 1 24 F6 function key 1 25 1 40 graphical menus 1 16 text menu 1 38 F7 inquiry command 1 34 1 44 report command 1 45 IX 4 F7 function key 1 25 1 40 graphical menus 1 17 text menu 1 38 F8 function key 1 40 F9 function key 1 42 graphical menus 1 17 text menu 1 38 Favorites Menu 1 12 adding items to 1 22 benefits of 1 12 changing to from 1 22 graphical sample 1 12 Start style sample 1 23 text sample 1 37 Favorites Menus removing items from 1 22 Field Down function key 1 25 1 41 pull down menu command 1 25 Field Up function key 1 25 1 41 pull down menu command 1 25 File Maintenance menu description 1 7 files descriptions B 1 First Line command function key 1 29 1 46 pull down menu command 1 29 scroll button 1 31 Function Help function key 1 38 Function help 1 22 function
52. d Enter the ID of the assembly you want to build This prompt appears when you enter the assembly ID If you want the system to calculate the maximum number of assemblies you can build from inventory select Yes or enter Y in text mode if not select No or enter N in text mode Enter or change the build number The maximum number of assemblies that you can build with the available components in the specified locations is displayed Bill of Materials Kitting User s Manual Daily Work Build Assembly Field Name Description Quantity to Build Enter the number of assemblies you want to build Build Date Enter or change the date for the assemblies to be recorded as built GL Period Enter or change the general ledger period for the date of build Inquire about assembly If you want to view the Assembly Inquiry screen check the box or enter Y in text mode if not uncheck the box or enter N in text mode Command Bar Definitions This screen has no command bar Saving and Exiting To save your work and proceed to the New Existing Lot Serial Number Entry screen if you are working with lotted or serialized items use the Proceed OK command If you entered more assemblies to build than the maximum available to build the Negative Item screen appears Bill of Materials Kitting User s Manual 4 9 Build Assembly Daily Work Negative Item Screen ormandi d pjsba iha Qesanttiy bor lir Location wi ras
53. d Key Esc Command help F1 Function Help F2 Favorites Menu F3 Change Company F4 Access Code F4 twice Other Menu F5 Live Sample swap F6 Workstation Date F7 Exit F9 Application Setup Operation Views the list of commands for the menu To close the commands window press any key Displays help information for this function Displays the Favorites menu or changes to the regular menu from the Favorites menu Allows you to switch between companies Displays the Access Code prompt Opens a menu of utilities A calculator and Global Inquiry which consolidates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu Switches between live and sample data Displays the current workstation date and allows you to change it Exits from OSAS Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an application the application s user s manual will describe its usage Bill of Materials Kitting User s Manual Key F10 Add to Favorites Shift F2 Application Info Shift F5 Change menu style Shift F6 Toggle GUI screens Shift F7 Toggle GUI scaling PgUp Start over Tab Jump Enter Up or Down Ctrl G Bell on o
54. d Bar Definitions This screen has no command bar Saving and Exiting To save your entries and continue building the assembly use the Proceed OK command Bill of Materials Kitting User s Manual 4 13 Undo Build Features Use the Undo Build function on the Daily Work menu to back out unposted bills of materials and return component parts to inventory Reports A sample of the Undo Build error log is on page 4 18 Screen Use Screen Description Undo Build Use the Undo Build screen to select the number of the unposted build you want to undo Bill of Materials Kitting User s Manual 4 15 Undo Build Daily Work Undo Build Screen Field Definitions Field Name Description Build Number Enter the number of the build you want to undo Location ID The location ID and description are displayed Assembly ID The assembly ID and description are displayed Quantity Built The quantity built is displayed Date of Build The date of the build is displayed 4 16 Bill of Materials Kitting User s Manual Daily Work Undo Build Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device to print the Undo Build Error Log To undo the build and return to the Daily Work menu use the Proceed OK command Bill of Materials Kitting User s Manual 4 17 8L 7 enuen saosn Buniy sjevereyw Jo Ilg 04 10 2001 Builders Supply 9 35 PM Undo Build Error Log Company H Undo Build
55. e directly to the top of a group of pages Move directly to the bottom of a group of pages Exit to the menu from any point in the report Move left one character Move right one character Toggle between the left and right halves of a report Move a line up and down the screen to line up information when you toggle between halves of a report Bill of Materials Kitting User s Manual 1 45 Introduction Scroll Region Commands When the prompt gt is in a line item scroll region you can use the following commands Key Down Next Line Up Previous Line PgUp Previous Page PgDn Next Page Home First Line End Last Line F3 Delete Ins Insert Enter Edit Operation Move down one line item Move up one line item Move to the previous screen or to the first line if you are on the first screen Move to the next screen or to the last line if you are on the last screen Move to the first line item in the entire list Move to the last line item in the entire list Delete the line item at the prompt gt Insert a line item at the prompt gt Edit the line item at the prompt gt Bill of Materials Kitting User s Manual Reports Selecting a Range of Information Sorting To produce a report you must specify the amount of information you want in the report e To produce a report that includes all the available information leave the From Thru fields on the report
56. ed OK PgDn Start Over PgUp Field Up Up Field Down Down Abandon F5 Delete F3 Jump Ctrl J Exit F7 Bill of Materials Kitting User s Manual 7 Operations Use the Inquiry command to display a list of valid entries for the current field from which you can select a choice Go directly to the appropriate File Maintenance function to update information about the field you are in Proceed to the next screen or save your entries Move back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made Move the cursor to the previous field Move the cursor to the next field Move the cursor back to the first field on the screen Any entries or changes you made are erased Delete the information on the screen Since this command can delete an entire record use it with caution Move the cursor to the next block of data on the screen or to the next field that requires an entry Exit from a screen or a window and disregard everything you entered 1 25 OSAS Graphical Introduction 1 26 Edit Menu Corean Et bais he Hee EER Comp AFS TXO om T Urddo Cie Selection Key Copy Shift F9 Paste Shift F10 Undo Ctrl Z Modes Menu orrandt di Movies Dhe Het go Vai Eo RE a Quck Wata Mgl Operations Copy the contents of the current field Paste the value you copied from a previous field into the cur
57. em is displayed Units The unit of measure for the item is displayed Requested Qty The quantity of the item needed for the assembly is displayed Serial Number The serial number of the item is displayed Unit Cost The unit cost for the item is displayed Unit Price The unit price for the item is displayed Command Bar Definitions Command Definition Enter edit Press Enter to edit a serial number Append Press A to append a serial number Done Press D to exit to the Build Assembly screen Bill of Materials Kitting User s Manual 4 11 Build Assembly Daily Work Saving and Exiting To save your entries and continue building the assembly use the Proceed OK command Append Lotted Serial Number Screen Speereat dirii feed Fetes Pil Ei Coa di Hedec e rami sdi phe Sr tA ngn 7e on atan Said He 200g 3 l h Ia dado omma E Co 1mm Cat Coal Er Fai Easa O Field Definitions Field Name Description Serial No Enter the serial number for the item Inquiry Lot No Enter or change the lot number for the item Cost The cost of the item is displayed Ext Cost The extended cost of the item is displayed Fulfill Qty Enter or change the quantity that will be removed from inventory You can access this field only if you are working with a lotted non serialized item Comment Enter additional information about the item 4 12 Bill of Materials Kitting User s Manual Daily Work Build Assembly Comman
58. emblies 3 10 adding kits 3 9 deleting assemblies 3 10 deleting kits 3 9 menu description 1 7 data preparing 3 5 data dictionaries 2 3 Data File Conversion function 2 5 2 6 Data File Creation function 2 3 Bill of Materials Kitting User s Manual Del function key 1 32 1 42 Delete function key 1 25 1 40 pull down menu command 1 25 tool button 1 24 delete information on a screen 1 25 1 40 line item 1 29 1 46 Delete character function key 1 32 1 42 Delete Line command function key 1 29 1 46 pull down menu command 1 29 Delete to End of Line function key 1 43 Description Inventory Lookup function key 1 30 1 45 pull down menu command 1 30 deselect defined 1 10 Detail Inventory Lookup function key 1 30 double click defined 1 9 Down Arrow inquiry command 1 34 1 44 report command 1 45 scroll region command 1 29 1 46 Down Arrow function key text menu 1 39 Down arrow function key 1 41 E Edit Item window 6 6 edit line item 1 46 EIS defined 1 3 End inquiry command 1 34 1 44 report command 1 45 scroll region command 1 29 1 46 End function key 1 42 Enter inquiry command 1 34 1 44 scroll region command 1 46 Enter key 1 41 IX 3 Index References text menu 1 39 Esc Command help 1 38 1 40 inquiry command 1 44 Executive Information Summary defined 1 3 Existing Lot Serial Number Entry window 4 11 6 15 Exit function key 1 25 1 40 pull down menu
59. en 6 30 function 6 27 General Ledger BKGLxxx 3 6 setting up 3 6 Terminology TRMBK 3 6 6 30 when to set up 3 6 Tables List function 7 11 sample 7 14 terminal parameter 1 11 Terminology table description 3 6 setting up 3 6 Text menu keyboard commands 1 38 text mode defined 1 4 toggle between halves of reports 1 45 Toggle GUI Functions IX 10 function key 1 17 1 39 Toggle GUI Scaling function key 1 17 1 39 tool bar graphical functions 1 24 graphical menus 1 21 tool button Access Code 1 18 Application Information 1 21 Calculator 1 19 1 24 change to from Favorites 1 20 Copy 1 24 Delete 1 24 Help 1 21 1 24 Maintenance 1 24 MS DOS prompt 1 21 Online Documentation 1 24 Paste 1 24 Pop Up Calendar 1 21 1 24 PRO 5 Command 1 21 Start Over 1 24 Workstation Date 1 18 transactions posting 3 11 TRMBK table description 3 6 6 30 setting up 3 6 U Undo function key 1 26 1 32 1 42 pull down menu command 1 26 Undo Build function 4 15 Up Arrow inquiry command 1 34 1 44 report command 1 45 scroll region command 1 29 1 46 Up Arrow function key text menu 1 39 Up arrow function key 1 41 user s manual conventions 1 9 Vv verification button Bill of Materials Kitting User s Manual References Index Abandon 1 24 OK Proceed 1 24 Proceed OK 1 24 verification turning on or off 1 41 Verify exit mode function key 1 41 pull down menu
60. en for calling any BBx program that does not require variables to be passed to it See Appendix F the Resource Manager User s Manual cnl Bill of Materials Kitting User s Manual 1 21 OSAS Graphical Introduction Other Graphical Menu Features The graphical menus offer more than shortcuts to menu commands You can also switch between live and sample data or change to another company and its data set Change Company Field H Dadar Supp be Select the company from the pull down list box Data Set Daie Set E Lie Digea 2 Ganpk Dads On the Start menu you can check the Live Data radio button to work with live data or check the Sample Data radio button to work with sample data You can also press F5 to change between sample and live data Right Click Menu Screen Key Description Add to Remove Favorites Use the Add to Remove Favorites menu button to add the F10 desired submenu or function to or from your Favorites menu Change to Favorites Main Toggles your display menu between your Favorites menu F2 and your Main menu Sample data Live data F5 Switches between your sample data and your live data Setup F9 Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an application the application s user s manual will describe its usage Function Information F1 Displays information about the selected function 1 2
61. encounter an inconsistency Open Systems Inc 1157 Valley Park Drive Suite 105 Shakopee Minnesota 55379 General Telephone 952 403 5700 General Fax 952 496 2495 Support Telephone 800 582 5000 Support Fax 952 403 5870 Internet Address www osas com Contents Introduction Welcome to OSAS The Bill of Materials Kitting System Conventions OSAS Graphical OSAS Text Reports Installation and Conversion Installation Conversion Set Up and Work Flow Setting Up Bill of Materials Kitting Work Flow Daily Work Assembly Inquiry Build Assembly Undo Build Build Assembly Journal Post Transactions Reports Where Used Report Available Components Report Component Cost Report Bill of Materials History Report Bill of Materials Kitting User s Manual 1 5 1 9 1 13 1 35 1 47 2 3 2 5 3 3 3 9 4 7 4 15 4 19 4 23 5 3 5 7 5 11 5 15 File Maintenance Kits Bill of Materials Components Multilevel Cost Rollup Tables Purge Bill of Materials History Master File List Kits List Bill of Materials List Tables List References System Messages File Descriptions Index 6 3 6 7 6 19 6 23 6 27 6 31 7 3 7 7 7 11 A 1 B 1 Bill of Materials Kitting User s Manual Introduction Welcome to OSAS 1 3 The Bill of Materials Kitting System 1 5 Conventions 1 9 OSAS Graphical 1 13 OSAS Text 1 35 Reports 1 47 Bill of Materials Kitting User s Manual 1 1 Welcome to OSAS
62. er However it gets most of its information from Inventory which can be interfaced with several other applications See the Inventory User s Manual and other user s manuals for information about other interfaces that could have an indirect effect on Bill of Materials Kitting Bill of Materials Kitting version 6 1 does not work with any version of Inventory Accounts Receivable or Sales Order lower than 6 10 Bill of Materials Kitting performs a specific operation it tracks the building of a bill of materials This operation involves the creation of a retail item from other inventory items and needs the Inventory application Assemblies involve only Bill of Materials Kitting and Inventory You can sell an assembly through Accounts Receivable or Sales Order but its constituent parts are not directly taken into account at the point of sale Building and selling kits involves grouping and selling items as a single item that can be sold only through Sales Order If Sales Order is not interfaced with Bill of Materials Kitting but Inventory is you can take advantage only of the functions that pertain to assemblies you can still build assemblies but you cannot sell them as kits If you sell a kit through Sales Order the constituent parts of the kit are automatically taken into account If Sales Order is interfaced with Bill of Materials Kitting and General Ledger kit information is sent to the GLJRxxx file when you post If Bill of Mat
63. erials Kitting is interfaced with General Ledger information about builds is sent to the GLJRxxx file through the BKJRxxx Transaction Journal file If Bill of Materials Kitting is not interfaced with General Ledger no information is sent to the GLJRxxx file when you post Preparing Your Data Follow these steps to prepare your data Bill of Materials Kitting User s Manual 3 5 Setting Up Bill of Materials Kitting Set Up and Work Flow 3 6 6 Organize your lists of components that constitute a kit or a bill of materials and the quantities for each Components kits and assemblies must be set up in Inventory first because Inventory must recognize each item Prepare the information specified in chapter 2 in the Inventory User s Manual Build tables see page 6 27 Define bills of materials see page 6 7 Define kits see page 6 3 Set up access codes You should establish valid kits and bills of materials immediately after you install Bill of Materials Kitting Tables Before you begin to define bills of materials and kits you must set up the system tables The Terminology TRMBK table holds labels of the user defined fields used in the Kits and Bill of Materials functions The General Ledger BKGLxxx table assigns the general ledger accounts you specify to the amounts entered for the three user defined fields Access Codes To restrict access to data files menus and functions that provide confidential
64. es menu e change to the Favorites menu e change from live to sample data and vice versa e display information about a function e perform special application setup From the Favorites menu e remove a function or menu e change to the Main menu e change from live to sample data and vice versa e display information about a function e perform special application setup Menu Keys Keyboards have a set of function keys labeled with the letter F and a number which can be used to perform certain functions within OSAS In OSAS menus these commands are assigned to the function keys Key Command F1 Key Help F2 Favorites Menu F4 Access Code F5 Live Sample swap F6 Workstation Date Operation Displays the tool buttons and functions keys you can use Displays or returns from the Favorites menu Displays the Access Code dialog box Switches between live and sample data Displays the current workstation date and allows you to change it Bill of Materials Kitting User s Manual Key Command F7 Exit F9 Application Setup F10 Add Remove Favorites Shift F2 Application Info Shift F5 Change menu style Shift F6 Toggle GUI screens Shift F7 Toggle GUI scaling Pull Down Menus OSAS Graphical Operation Exits from OSAS Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an app
65. ff OSAS Text Operation Allows you to add to and delete from your Favorites menu Displays information about the applications you have installed Switch between text and graphical menu styles without going into Defaults If you are using the graphical version of OSAS this command toggles between graphical screens and text based screens for the functions you use If you are using the graphical function screens this command toggles screen scaling on and off When scaling is off the default setting the graphical screens become smaller when you use higher monitor resolutions Move back one menu level Move back to the Main menu Select a menu or function from a menu Move the cursor up or down through the menu selections If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function in Resource Manager To turn the bell back on use this command again Text Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys You can use the commands to work with data entry screens Bi
66. fined the component as a part of the assembly in Bill of Materials Kitting A 4 Bill of Materials Kitting User s Manual References System Messages Inventory update for this component aborted The update for the quantity of the component in inventory has been stopped because you cancelled the instruction to build an assembly Item already exists on this assembly You cannot add an item twice to the same assembly You can update the quantity of the item to increase the number of the item the assembly requires Item item ID does not have a materials list The specified item does not have any materials assigned to it you cannot build it Use the Bill of Materials function to assign materials to it Item item ID is an assembly Item item ID is not a bill of material Item item ID is not a component An item cannot be an assembly and a kit at the same time To work with a kit you must enter an item that is not already an assembly To work with an assembly you must enter an item that is not already a kit Item item ID is not an inventory item Items you enter either as assemblies kits or components must already be in inventory Item item ID is not in location location ID Item item ID is not on file Item item ID not found in location The specified item is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location
67. ials Kitting User s Manual Daily Work Post Transactions Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device for the post log to begin the posting process After posting is completed and the log is produced the Daily Work menu appears Bill of Materials Kitting User s Manual 4 25 9 7 lenueyw saosn Buny sjevereyw JO Ig 04 10 2001 Builders Supply Page 1 9 39 PM Bill Of Materials Company H Post to GL Summary Transactions Posted to GL Period 7 Description Ref ID GL Account Debit Credit Item BK 2 25 Item BK 1040 24 86 Item BK 1042 95 81 Process BK 104200 17 20 Assembly BK 104400 201 58 App Labor BK 520000 47 87 Overhead BK 523000 13 16 PERIOD 7 TOTAL 201 58 201 15 TOTAL GL POSTING 201 58 201 15 End of Report 6o7 Hbuljlsodg suoloesuel SOd wom Alreq Reports Where Used Report 5 3 Available Components Report 5 7 Component Cost Report 5 11 Bill of Materials History Report 5 15 Bill of Materials Kitting User s Manual 5 1 Where Used Report Features Use the Where Used Report to review assemblies that contain components you specify This report is useful if you want to know which components are used where and how important each one is so that you can easily make substitutions Reports A sample Where Used Report is on page 5 6 Screen Use Screen Description Where Used Report Use the Where Used Report screen to select the information
68. ile Lists menu Screen Use Screen Description Kits Use the Kits screen to enter and update information about kits Append Edit Item Use the Append Edit Item screen to add or change the definition of a kit Bill of Materials Kitting User s Manual 6 3 Kits File Maintenance Kits Screen Field Definitions Inquiry Inquiry 6 4 Field Name Location ID Kit ID Last Recalc User Defined Fields Approximate Component Cost Total Description Enter the ID of the location that stores the kit Enter the ID of the kit you want to add or change The date of the last recalculation is displayed Enter or change the information in your fields or blank out the fields The approximate component and assembly totals are displayed Bill of Materials Kitting User s Manual File Maintenance Kits Field Name Loc ID Component ID Description Quantity Units Description The location ID for the components that will make up the kit is displayed The ID for each component in the kit is displayed The description for the component is displayed The quantity of each component needed for the kit is displayed The unit of measure for the component is displayed Command Bar Definitions Command Enter edit Append Header Recalc Next Kit Saving and Exiting Definition Press Enter to edit the line item Press A to append a line item Press H to move the cursor to the header
69. information or are sensitive to change use the Resource Manager Access Codes function to set up access codes on your system Access codes are company specific When you set up an access code for a user the code is assigned the company you are in After you set up your access codes print a list of them and store it in a safe place Bill of Materials Kitting User s Manual Set Up and Work Flow Setting Up Bill of Materials Kitting Creating a Backup Schedule Back up your Bill of Materials Kitting data files whenever they change and before you run these functions e Build Assembly e Components e Multilevel Cost Rollup e Purge Bill of Materials History e Post Transactions e Undo Build Back up your programs once a month as insurance against media damage or deterioration Use the Backup function on the Resource Manager Data File Maintenance menu to back up files You must back up all the files in the data path for a particular list of companies at once to ensure that you have up to date copies of the system files Do not try to use operating system commands to back up only a few files that have been changed if you do your system may not work after you restore them The Backup function backs up all the data files for a specified company in a data path at one time Bill of Materials Kitting User s Manual 3 7 Work Flow Your work flow is divided into daily and periodic tasks After the kits and bills of materials
70. inter or a text file Shift F1 Online Doc Open your PDF file viewer to display the documentation for your particular application Shift F2 Information Open an Information menu Each selection on the menu is an information window that you can access if the Info flag appears at the bottom of the screen Each window contains a category of information about the field you are in 1 40 Bill of Materials Kitting User s Manual Introduction Key PgUp Start over PgDn Proceed Tab Jump Enter or Down Up Ctrl V Verification on off Ctrl G Bell on off Ctrl F Quick on off Ctrl O Show function keys OSAS Text Operation Move the cursor back to the first field on the screen or to the first field after the key field without erasing entries you made Approve the data on the screen change the file accordingly and proceed to the next spot field or screen Move the cursor to the next block of data on the screen or to the next field that requires an entry Move the cursor to the next field and accept the data entered Move the cursor up or back one field If you changed the information in the field you were in before you used this command the change is lost when you move the cursor up If verification is turned on you must press a key twice to verify that you want to perform that operation If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use
71. ke notice when you enter codes or IDs that consist of something other than letters the order might not be what you expect For example if 20 items are labeled 1 through 20 and you want all of them to be in a report you might enter 1 at From and 20 at Thru expecting them to be listed 1 2 3 19 20 However since OSAS sorts in alphabetical order they are listed in a different order 1 10 19 2 20 3 9 To prevent that situation pad extra spaces in codes and IDs with zeros so that numbers in alphabetical order are also in numerical order In the example above the items would be labeled 00000000000000000001 through 00000000000000000020 Output the Report 1 48 When you use the Proceed OK command the Output Information screen appears i Dupa bel cena eee p DL Pret Cenon Lira D Priis PiL Pin Seto Lam LPD wirasa Daia Ponder Dri Misiri POD Prew Tiskaj Oi ilaia r i beac Ped Parra ry Pind Easton lok BM i LPA Wiedeeo Deal Prim ec Cana r Fil PO Pini Diaa wie Caisg Dei haii E PW Prei Stig waje Carige i et i ii Pia Maras pee To print the report Select Printer and choose the printer On some reports you can also choose whether to print the report in standard size print or in compressed print Click OK or press Enter in text mode to continue Bill of Materials Kitting User s Manual Introduction Reports To view the report in Print Preview mode e Select Print Preview and choose the printer On
72. l Command Ke Result Button y Calculator Displays the Windows calculator Bill of Materials Kitting User s Manual 1 19 OSAS Graphical Introduction Favorites Menu Ea Bader edt Fois ihe Heip oor 7 B Daange ho Frie oF Tool Command Ke Result Button y Change to PN F2 Displays the Favorites menu Main Favorites Ld menu See Graphical Favorites Menu on page 1 23 Other Menu Ba beki eh Fyen De Hop Traina IA Ar m a Li Emus pa pansi Speen Carma Cal a FAIT Page Produc Gimi Appicatoe 0 piora ire The Other menu contains a set of utilities A calculator and Global Inquiry which presents data from several applications are two of the utilities on the Other menu See the Resource Manager User s Manual for information about all of the utilities on the Other menu 1 20 Bill of Materials Kitting User s Manual Introduction OSAS Graphical Help Menu Fe bis oot Fgeris Other Hip 3fe 7Boee a Tool Command Ke Result Button y Help F1 Displays descriptions of the T application menus and functions About OSAS Displays the About OSAS dialog box Tool Bar Icons a Se HORRs There are three icons on the tool bar that were not described above Tool Button Key Result se Shift F2 Displays the Application Information dialog box Displays the pop up calendar screen You can use the calendar to add and review reminders for any date ii Opens an MS DOS prompt C Displays a scre
73. l Commands 1 29 graphical functions 1 25 graphical menus 1 17 Favorites 1 20 File 1 18 Help 1 21 Modes 1 19 Other 1 20 Tools 1 19 Purge Bill of Materials History function 6 31 Q Quick entry turning on or off 1 41 Quick mode function key 1 41 Bill of Materials Kitting User s Manual References Index pull down menu command 1 26 R reminders Pop Up Calendar 1 27 report commands 1 45 Down Arrow 1 45 End 1 45 Exit 1 45 F7 1 45 Home 1 45 PgDn 1 45 PgUp 1 45 Right Arrow 1 45 Tab 1 45 Up Arrow 1 45 Reports Available Components Report 5 7 Bill of Materials History Report 5 15 Bill of Materials List 7 7 Build Assembly Journal 4 19 Component Cost Report 5 11 conventions 1 47 including all information 1 47 Kits List 7 3 limiting information 1 47 menu description 1 7 producing periodically 3 11 selecting information for 1 47 Resource Manager Data File Conversion function 2 5 2 6 Data File Creation function 2 3 features of 1 3 Install Applications function 2 3 2 5 Right Arrow report command 1 45 Right Arrow function key 1 32 1 42 right click defined 1 9 S Sales Order interfaces 3 5 selling assemblies 3 10 selling items 3 5 selling kits 3 5 3 9 6 3 Bill of Materials Kitting User s Manual sample data changing to 1 18 1 22 1 38 scroll region buttons First Line command 1 31 Last Line command 1 31 Next Line command 1 31 Next Page comma
74. lias you can use the and wildcard characters to restrict or widen the search Shift F4 Search for an item based on customer ID or vendor ID Customer Vendor When you enter the ID you can use the and Lookup wildcard characters to restrict or widen the search 1 44 Bill of Materials Kitting User s Manual Introduction OSAS Text Key Shift F5 Detail Lookup Shift F6 Lot Lookup Shift F7 Serial Lookup Shift F8 Description Lookup Report Commands Operation Search for detailed information about an item You can enter information in any of the fields that appear using these wildcards to restrict or widen the search lt gt Search for an item based on lot number When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number you can use the and wildcard characters to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search You can use the following commands when a report is displayed on the screen Key PgUp PgDn Home End F7 Exit Left Right Tab Toggle Up Down Operation Move to the previous page of the report Move to the next page of the report Mov
75. lication the application s user s manual will describe its usage Adds functions to and deletes functions from your Favorites menu Displays information about the applications you have installed Switch between text and graphical menu styles without going into Defaults Toggles between graphical screens and text based screens for the functions you use Toggles screen scaling on and off When scaling is off the default setting the graphical screens become smaller when you use higher monitor resolutions When using the graphical menus you can use the pull down menus and tool buttons buttons with graphical icons in a row below the pull down menus to access functions without using the function keys While the function keys work in the graphical menus the menu bar and tool buttons offer you a choice in accessing these functions Such a choice is common in graphical Windows applications Using the mouse you can either move the cursor to the menu and click once or click on a tool button for the function desired Below is a sample of the OSAS pull down menu and tool buttons and a description of each T000 OPEN SYSTEMS Accounting Software File Modes Tools Favorites Other Help oho MO emo Bill of Materials Kitting User s Manual OSAS Graphical Introduction 1 18 File Menu File Hodes Toor Fyi ihe Help posed cP s Gewat FE Ho wiorkotimion date FE a EE Tool Command Ke Butt
76. ll of Materials Kitting User s Manual 1 39 OSAS Text Introduction Except for the Command Help Esc and Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any command Key Operation Esc Command help View the list of commands for the screen you are on and the field you are in To close the window press any key F1 Help Get information about the field you are working on F2 Inquiry Make a selection from a range of entries for a field if the Inquiry flag appears at the bottom of the screen F3 Delete Delete the information on the screen Since this command can delete an entire record use it with caution F4 Other Open a menu of utilities A calculator and Global Inquiry which consolidates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu F5 Abandon Move the cursor back to the first field on the screen or to the first field after the key field The entries and changes you made are erased F6 Maintenance Go directly to the appropriate File Maintenance function to update information about the field you are in if the Maint flag appears at the bottom of the screen F7 Exit Exit from a screen or a window and disregard everything you entered F8 List Send the contents of the screen to a pr
77. lup Bill of Materials Kitting User s Manual File Maintenance Multilevel Cost Rollup Field Name Description Update inventory If you want to update standard costs in Inventory check the standard cost box or enter Y in text mode if not uncheck the box or enter N in text mode Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries use the Proceed OK command Bill of Materials Kitting User s Manual 6 25 Tables Features Use the Tables function on the File Maintenance menu to maintain the TRMBK and BKGLxxx tables Tables store information about the system data options and default settings for other applications Reports To produce a list of the information entered for each table use the Tables List function on the Master File Lists menu Screen Use Screen Description Tables Use the Tables screen to maintain the system tables Bill of Materials Kitting User s Manual 6 27 Tables File Maintenance Tables Screen Commnamrecs E phin gte Hap Sexo t po e e E Tit a pengon T SS T Harber a Cott a an Levert T te a M aM ee Dimp H E Tar T CFA Field Definitions Field Name Description Table ID Enter or change the table ID To set up a company specific table enter the table ID plus the one to three character company ID To set up a terminal specific table enter the table ID plus the four character terminal
78. ly Indented to print assemblies and all components including subassemblies Sort By Select the order in which you want to organize the report 5 8 Bill of Materials Kitting User s Manual Reports Available Components Report Command Bar Definitions This window has no command bar Saving and Exiting Select the output device to begin printing the report After the report is produced the Reports menu appears Bill of Materials Kitting User s Manual 5 9 O1 S 04 10 2001 Builders Supply Page 9 47 PM Available Components Report Company H by Location ID Level Inventory Description Loc ID Bin Unit Quantity Each Available Qty Max to Build 0 700 CABINETS MN0001 I 16 SET 1 0000 1 700100 WALNUT CABINET MNO002 I 15 EA 1 0000 MAXIMUM AVAILABLE TO BUILD 9 0000 End of Report enuen saosn Buny sjevareyw Jo Ig pod y sju uodwo jqejeny yod y s usuodwoy ajqeyjieay suodey Component Cost Report Features The Component Cost Report is a list of assemblies in particular locations It shows the level 1 components of those assemblies and every cost including the user defined costs associated with each component and assembly This report is helpful when you are planning a budget and want to see how to allocate components most effectively Reports A sample Component Cost Report is on page 5 14 Screen Use Screen Description Component Cost Report Use the Component Cost Report screen to select the as
79. med after common accounting operations Examples are General Ledger Accounts Payable Purchase Order Accounts Receivable Sales Order Payroll and Inventory Bill of Materials Kitting User s Manual 1 3 Welcome to OSAS Introduction OSAS Versions 6 1 and Higher 1 4 You can use OSAS versions 6 1 and higher in text or character based mode on any supported operating system In Windows environments you have the choice to use either the text version or the graphical version While the interface is different in the two versions the functions in both versions are the same in screen layout and in function The OSAS user s manuals show screens in the graphical format You should be able to apply the information shown in the graphical examples to the text version with ease For specifics on using the graphical version of OSAS refer to page 1 13 For specifics on using the text version refer to page 1 35 Bill of Materials Kitting User s Manual The Bill of Materials Kitting System Use Bill of Materials Kitting to account for assemblies that you manufacture bills of materials or take from inventory and sell kits The assemblies can be created from raw materials other assemblies or a combination of raw materials and assemblies For example a computer reseller sells a computer system as a single unit made up of a monitor a keyboard a CPU a printer and a printer stand The reseller buys the monitor the keyboard
80. n Bill of Materials Kitting User s Manual Assembly Inquiry Features Use the Assembly Inquiry function on the Daily Work menu to inquire about assemblies that your business produces Reports No report is associated with this function Screen Use Screen Description Assembly Inquiry Use the Assembly Inquiry screen to view information about assemblies that your business produces Bill of Materials Kitting User s Manual 4 3 Assembly Inquiry Daily Work Assembly Inquiry Screen 2 Aasembly iaig Dei Medes Dhi jod ereai c Bele Sx Oo kA E E E ab Laveen ERNA MIHHEAPOLIE Amrik D F J Cabanata Cunent Gusnity 10 hsri p t Bad oo Hie i aplike ba F ukj Jii DEO den ercginn Lee if Unt Ese Cite Boral ky pau eee WAL MUT DADRET O RHE AES r STM LAT j i TTH HHD __ WMS TAINED AET 1a Domponard E amek ky vvadabia Comporend W of MA 1 p a a eet Co H AA Tera T TA Field Definitions Field Name Description Inquiry Location ID Enter the location ID for the assembly you want to view Inquiry Assembly ID Enter the ID of the assembly you want to view 4 4 Do you want to calculate This prompt appears when you enter the assembly ID If you the maximum available want to calculate the available number of assemblies that you can build with the available components in the specified locations Select Yes or enter Y in text mode if not select No or enter N in text mode Cu
81. n any combination but must be before the separation dash The access code and company ID commands a and c must be entered after the separation dash GUI Text Command Conventions When you see the phrase use the Proceed OK command in the user s manuals you can press the PgDn key in either text or graphical mode In graphical mode clicking the OK button has the same effect as pressing the PgDn key Bill of Materials Kitting User s Manual 1 11 Conventions Introduction Menu Conventions When you start OSAS the Main menu which presents the applications you can use appears If you are using the Resource Manager for UNIX or Linux the Text menu appears If you are using the Resource Manager for Windows you can choose between the Text menu the Graphical menu or the Start style menu In Windows use the Workstation Configuration Defaults function see the Resource Manager User s Manual to select the style of menu you want displayed by default or you can press Shift F5 to toggle between the menu styles from any menu You can use any of the menus regardless of whether you use the text or graphical modes for the OSAS functions Favorites Menu The Favorites menu operates in any of the menu formats The Favorites menu allows quick and easy access to the OSAS functions you use most allowing you to add selections for entire menus or particular functions With the Favorites menu you save time in no longer switching to and fr
82. n before you convert files You can replace and update the programs properly only by using the Install Applications function in Resource Manager Before you convert an application s files make note of the version number of the application you are converting from The Data File Conversion function has no way of determining the information from within the function Before you convert an application s files back up your data files Consider Your Setup Before you try to convert from your version of Bank Reconciliation consider the exact setup of your system Since OSAS code can be customized modifications to your system might be lost if you install a new version of a program or update a file If you are not sure if your system is ready for conversion consult your value added reseller Bill of Materials Kitting User s Manual 2 5 Conversion Installation and Conversion Converting to Version 6 1 Select Data File Conversion from the Company Setup menu in Resource Manager The function screen appears A Data Fide Corsan lal fari ormari Got jie the mip FXO De oo 7 E J some Sokol checkin te a ii oreare ies iaia C Aiia Enig pane Piy cinia tho i 8p hep ri E onan dal Oo you pent moaca fer sed alte corm r Up pou pet convmamon io pena a pobi karai F p Campion Wen p Geen Yun AR Account Heceevable Ha Ar Acree Payah ie _ 5 rs Comparg h DEAT Tena TO IWS 1 The system dis
83. n enter a label for each field The first three fields hold miscellaneous information you might want to associate with an assembly or a kit for example a version number or a revision number BKGLxxx Table The BKGLxxx table holds three general ledger accounts whose labels you can define and numbers you can specify when you use the Bill of Materials function The values you enter in the fields with these labels are sent to these general ledger accounts Enter the table ID BKGLxxx xxx is the company ID The description of fields 4 6 should be the same as user defined fields 4 6 in the TRMBK table Enter the general ledger account number you want the values from fields 4 6 to be sent to 6 30 Bill of Materials Kitting User s Manual Purge Bill of Materials History Features Use the Purge Bill of Materials History function on the File Maintenance menu to delete records of assemblies from the BKHIxxx History file Use it when you want to free disk space Before you use this function produce the Bill of Materials History Report You cannot recover historical data after you purge it Reports No report is associated with this function Screen Use Screen Description Purge Bill of Materials Use the Purge Bill of Materials History screen to select the History date before which records from the BKHIxxx file should be deleted Bill of Materials Kitting User s Manual 6 31 Purge Bill of Materials History File Main
84. nance menu appears 6 22 Bill of Materials Kitting User s Manual Multilevel Cost Rollup Features Use the Multilevel Cost Rollup function on the File Maintenance menu to recalculate the cost for kits and assemblies If Bill of Materials is interfaced with Inventory and you are using the standard cost method this function recalculates the standard cost makeup for each assembly or kit Reports No report is associated with this function Screen Use Screen Description Multilevel Cost Rollup Use the Multilevel Cost Rollup screen to select the range of assemblies and kits you want to recalculate Bill of Materials Kitting User s Manual 6 23 Multilevel Cost Rollup File Maintenance Multilevel Cost Rollup Screen af evel Cop Feeding Pilg Donner Eat Modes the Heip Sy OG hh MOD 7 Ok Abeer Field Definitions Field Name Location ID Assembly ID Kit ID Include 6 24 Lmin Firs Tu AUN Acre if Fema Tiru uo 0 fm ei Tau keira D irmembier i Eii f Boh ices beret iy Sharka Cog E Cogar H O12 Teal TOD T Description Enter the range of location IDs for which you want to recalculate costs Enter the range of assembly IDs for which you want to recalculate costs Enter the range of kit IDs for which you want to recalculate costs Select the information you want to include in the rollup You can include assemblies only kits only or both kits and assemblies in the cost rol
85. nd 1 31 Previous Line command 1 31 Previous Page command 1 31 scroll region commands 1 46 Down Arrow 1 29 1 46 End 1 29 1 46 Enter 1 46 F3 1 29 1 46 Home 1 29 1 46 Ins 1 29 1 46 PgDn 1 29 1 46 PgUp 1 29 1 46 Tab 1 29 Up Arrow 1 29 1 46 Select 2 6 Serial Inventory Lookup function key 1 45 pull down menu command 1 30 Set up application 1 22 setting up Bill of Materials Kitting access codes 3 6 backup schedule 3 7 options and interfaces 3 3 preparing data 3 5 tables 3 6 Shift F1 function key 1 28 1 40 Shift F10 function key 1 26 1 32 1 43 Shift F2 function key 1 40 graphical menus 1 17 text menu 1 39 Shift F3 function key 1 44 Shift F4 function key 1 44 Shift F5 function key 1 45 graphical menus 1 17 text menu 1 39 Shift F6 function key 1 30 1 45 text menu 1 17 1 39 Shift F7 function key 1 30 1 45 text menu 1 17 1 39 Shift F8 function key 1 30 1 45 IX 9 Index References Shift F9 function key 1 26 1 32 1 43 Start Over function key 1 25 1 41 pull down menu command 1 25 tool button 1 24 Start Over function key 1 39 Start style menu exiting from 1 15 features of 1 13 keyboard commands 1 16 right click menu 1 16 sample screen 1 15 subassemblies changing assembly definitions 3 11 deleted 3 10 deleting 3 10 T accounts 3 12 Tab report command 1 45 scroll region command 1 29 Tab function key 1 41 text menu 1 39 Tables BKGLxxx table scre
86. ndard machine within many popular operating systems and help you with your accounting software questions In the manual we use the term Conventions or standards to help describe complicated processes new terms and to help you use your OSAS applications Manual Conventions The Bill of Materials Kitting User s Manual is divided into the following sections e Introduction provides an overview of this application and the OSAS system and the basic functionality of the application including graphical and text based application features and function key references e Application functions explains the functions within the application where each function fits within the application and how to use each function to get the most out of the application Mouse Conventions The standard mouse has two buttons left and right each performing certain functions In this manual we use these terms for using the mouse click right click double click and deselect The click is a single press on the left mouse button Place the cursor over the desired function and press the left button to enable or select that function A right click is a single press of the right mouse button To double click move the cursor over the desired function and quickly press the left mouse button twice If there is too long a pause between clicks the computer may interpret your action as two separate clicks and may not perform the desired
87. ng to run OSAS On multiuser systems each terminal usually has a default ID that was assigned when the terminals were added to the system Use the t parameter only when you want to log on with an ID other than the default ID The terminal parameter is valid only if you are using Resource Manager for LANs The company ID c is the identification code assigned to a company If your system carries two or more companies and you do not enter a company ID the menu of the company entered by the last person who used the terminal appears The access code a is your personal password Refer to the Resource Manager User s Manual for information about assigning passwords The most general expression for getting into OSAS takes all the parameters into account For example if you are on terminal 2 you want to work with company B and the password is selena specify that information to enter the system osas t T2 c B a selena In UNIX you can enter the parameters in any order and you can use any combination You must leave a space between the parameter mark t c or a and the parameter itself In Windows you can click on the shortcut s properties and in the Target field enter your access code and your company ID For example using selena as your access code and H as your company ID enter C osas progRM osastm exe m4096 tT00 nT00 aselena cH In the Windows icon properties the parameter marks m t or n can be entered i
88. ng system commands 3 7 programs 3 7 setting up schedule 3 7 base applications defined 1 3 bell turning on or off 1 39 1 41 Bell mode IX 1 Index References function key 1 41 pull down menu command 1 26 Bill of Materials backing out 4 15 components 1 5 definition 1 5 function 6 7 selling 1 6 updating INVExxx file 1 6 when to set up 3 6 Bill of Materials History Report function 5 15 sample 5 18 when to print 6 31 Bill of Materials List function 7 7 sample 7 10 Bill of Materials Kitting before converting 2 5 before you install 2 3 converting to version 6 1 2 6 installation 2 3 installing new version before converting 2 5 interface with General Ledger 3 11 interfaces 1 8 3 5 options and interfaces 3 3 options for setting up 3 3 setup considerations 2 5 system requirements 2 3 BKGLxxx table description 3 6 6 30 setting up 3 6 Build Assembly Append Lotted Serial Number window 4 12 function 4 7 Negative Item window 4 10 Build Assembly Journal function 4 19 sample 4 22 when to print 3 12 Build window 6 12 builds posting 3 5 Cc Calculator IX 2 tool button 1 19 1 24 Change Company function key 1 38 Change Menu Style function key 1 17 1 39 change to from Favorites tool button 1 20 1 22 change to from Favorites Menu function key 1 16 1 38 changing companies graphical menus 1 22 text menu 1 38 click defined 1 9 Command Help 1 38 closing
89. not uncheck the box or enter N in text mode Sort By Select the order in which you want to organize the report 7 8 Bill of Materials Kitting User s Manual Master File List Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device to begin printing the list After the list is produced the Master File Lists menu appears Bill of Materials Kitting User s Manual Bill of Materials List OL Z enuen saosn Buny sjeverey JO Ilg 04 10 2001 9 53 PM Inventory ID Builders Supply Bill of Materials List by Location ID Costed Page Ext Cost 700100 700300 700500 End of Report Description Loc ID Type CABINETS MNOO01 Made up of parts 700100 700300 and 700500 WALNUT CABINET MNO002 Sub HANDLES MN0002 Item SERIES NUMBER MNO002 Item Estimated Quantity Unit Unit Cost 1 0000 EA 0000 4 0000 EA 2 0800 1 0000 EA 0000 Total Assembly Component Cost 0000 8 3200 0000 8 3200 1 SI SIEM JEN JO Il g jsI SIEn PN 0 ISI l 1 SEN Tables List Features The Tables List provides information about the table you select It is helpful when you plan to change a table and want a list to compare it against Reports A sample Tables List is on page 7 14 Screen Use Screen Description Tables List Use the Tables List screen to select the tables you want to include in the list Bill of Materials Kitting User s Manual 7 11
90. o allocate components most effectively Reports A sample Kits List is on page 7 6 Screen Use Screen Description Kits List Use the Kits List screen to select the information you want to include in the list Bill of Materials Kitting User s Manual 7 3 Kits List Master File List Kits List Screen E Lil Dmm Edt Heks Other Hep S amp F bah MO 7 OE abk Locator it Fon am Thy enone aj Kal From 200 The o a Faini fakiiri Dasasripinra br Hit c Components a bakale Couey o Eoi By a Lem Pm KED Eorapaarg H A Tana FO ERA Field Definitions Field Name Description Inquiry Location ID Enter the range of locations you want to include in the list Kit ID Enter the range of kits you want to include in the list Print Additional If you want to list the additional descriptions of each kit and Descriptions for Include costs Sort By 7 4 each component check the box or enter Y in text mode if not uncheck the box or enter N in text mode If you want to list costs for each kit and component check the box or enter Y in text mode if not uncheck the box or enter N in text mode Select the order in which you want to organize the list Bill of Materials Kitting User s Manual Master File List Command Bar Definitions This screen has no command bar Saving and Exiting Select the output device to begin printing the list After the list is produced the Master File Lists menu appea
91. of Materials Kitting User s Manual 6 13 Bill of Materials File Maintenance Negative Item Screen Mogalres llom Se orari d pja ha Help ey B HD Fe or j Quantity bor lir Tice Lazian HHE wil r 7 HD Proceed vath Budd F Field Definitions Field Name Description Quantity for Item The item ID is displayed Location The location for the item is displayed Will Become The negative quantity created when you entered the quantity to build is displayed You cannot include serialized items in negative builds You must have enough serialized items on hand to build an assembly Proceed with Build If you want to continue building this assembly anyway check the box or enter Y in text mode If you want to terminate the build process uncheck the box or enter N in text mode Command Bar Definitions This screen has no command bar Saving and Exiting To continue with the build use the Proceed OK command If you do not continue with the build the cursor returns to the Bill of Materials screen 6 14 Bill of Materials Kitting User s Manual File Maintenance Bill of Materials New Existing Lot Serial Number Entry Screen Comte Hoka Dee Helo AK te up j Laci RG SIRALAPULIS BAU CTU ie EA Eross ie ashton Seini H aita aidha OLR Field Definitions Field Name Loc ID Units Requested Qty Serial Number Unit Cost Unit Price Ester Et spore ora i on Descrip
92. om commonly accessed applications For example if you perform tasks in several applications such as Transactions and Cash Receipts in Accounts Receivable GL Account maintenance in General Ledger and Price and Item Inquiry functions in Inventory you can set up a Favorites menu rather than moving between each application s menus Once you have set up your Favorites menu you can open a function for use with one press of the Enter key or the click of a mouse button Favorites Menu Graphical Style AR Cais Recep AM Dit Cah ects GL Aprauntz IH Price vd dread IH kem Locate For a sample of the Start style favorites menu see page 1 23 For a sample of the text favorites menu see page 1 37 1 12 Bill of Materials Kitting User s Manual OSAS Graphical In a Windows environment you can choose from two types of graphical style menus The standard Graphical menu features application selections that resemble many Windows functions The Start style menu is named because of its functional resemblance to the Start menu in Windows 95 98 NT and 2000 Both graphical menus provide pull down menus convenient tool buttons and easy access to your installed applications and their functions using either the mouse or keyboard The two graphical menus provide you with a visual choice in your interaction with OSAS and your data When you select an application in either graphical OSAS menu the application s main menu presenting several
93. on Approximate Costs The cost of the components is displayed Component 6 8 Bill of Materials Kitting User s Manual File Maintenance Bill of Materials Field Name Assembly Type Loc ID Component ID Description Qty Needed Units Description The total cost of the assembly including costs in the user defined fields is displayed The type of component for the bill of materials is displayed The location ID of the component is displayed The component ID for the bill of materials is displayed The description of the component is displayed The quantity needed to make one assembly is displayed The component s unit of measure is displayed Command Bar Definitions Command Enter edit Append Header Recalc Next BOM Build Saving and Exiting Description Move to the line you want to edit and press Enter Then see Append Edit Item Screen below Press A to add an inventory item to the bill of materials Press H to edit the user defined fields Press R to recalculate the cost of the bill of materials If you are using the Standard costing method in Inventory these costs are updated in Inventory Press N to enter and update information about the next bill of materials Press B to build the current assembly To exit to the File Maintenance menu use the Exit F7 command Bill of Materials Kitting User s Manual 6 9 Bill of Materials File Maintenance Append Edit Item Sc
94. on hand quantities of CPUs keyboards monitors printers and stands are all decreased by one If an assembly is sold as an item its quantity decreases by one in Inventory the quantities of its constituent parts decrease when the assembly is being built Following the example above when the computer system is sold the number of stands decreases by one but the number of boards plates and screws stays the same Those numbers are adjusted accordingly only when you use the Build Assembly function If the reseller sells the kit and each component decreases by one the reseller must check the quantities of each piece of equipment If the number of monitors keyboards CPUs or printers is in the negative range the reseller orders more from the vendor If the number of stands is in the negative range the reseller knowing that the stand is an assembly sees from the bill of materials for the stand that each stand uses five boards two plates and eighteen screws Bill of Materials Kitting User s Manual Introduction The Bill of Materials Kitting System The reseller checks inventory again for the bill of materials components If the right quantity of necessary items is not in stock the reseller places the appropriate order If the right quantity is in stock the reseller supervises the assembly of the stand and then uses Bill of Materials Kitting to enter the fact that a stand has been built To do this task with only the Inventory appli
95. on y Access code El F4 Sample data set F5 or Live Data set Workstation date F6 Exit F7 Using the Access Code dialog box Result Displays the Access Code dialog box See Access Code dialog box below Toggles between the Sample Data and the Live Data Displays the Workstation date dialog box See Workstation Date dialog box below Exits from OSAS To change the access code enter the code in the field Then click OK to save your entry and return to the OSAS menu or click Exit to abandon the dialog box and return to the menu Using the Workstation Date dialog box Bill of Materials Kitting User s Manual Introduction OSAS Graphical To set a new workstation date enter the date in the field use the up down buttons to increase decrease the date displayed or click System Date to change the date to match the operating system date Then click OK to change the workstation date Abandon to restore the original date displayed or Exit to return to the Main menu Modes Menu Eie Mode ook Fypawies fier Hep x DU Functions cof Ee Boske GUI Soss Caf Tool Command Ke Result Button y GUI Functions Shift F6 Toggles between GUI function screens and text function screens Scale GUI Shift F7 Toggles scaling of GUI screens on Screens and off When scaling is off the default mode the screen size is smaller when you use higher monitor resolutions Tools Menu Ge Heder Took Fyre the Hep TA ar iit ss Too
96. or enter N in text mode If you elect not to erase existing files you must change your directory choices so that no conflict exists 8 To convert use the Proceed OK command 9 The Do you want a printout of error log after each application prompt appears If you want the error log to be produced after files are converted for each application select Yes or enter Y in text mode if you want the log to be produced after files for all applications are converted select No or enter N in text mode If you are converting only Bill of Materials Kitting files your answer to this prompt makes no difference 10 Answer the questions that appear relating to the conversion of the employee history and last year files 11 Ifa problem occurs and you indicated that you want the system to pause when a problem occurs a prompt alerts you To stop the conversion process select Yes or enter Y in text mode To let the conversion run its course and investigate later select No or enter N in text mode 12 When the process is finished the files are converted Select the output device for the error log After conversion is finished and the error log is produced the Main menu with Bill of Materials Kitting added appears Bill of Materials Kitting User s Manual 2 7 Set Up and Work Flow Setting Up Bill of Materials Kitting Work Flow Bill of Materials Kitting User s Manual 3 3 3 9 3 1 Setting Up Bill of Materials Kitting
97. plays all valid OSAS data paths Select the destination directory where your new data files will reside 2 Enter the path drive and directory that has the files you want to convert You cannot enter the same path as the path you selected as the destination 3 Ifyou want source files to be erased after conversion check the box or enter Y in text mode if not uncheck the box or enter N in text mode 4 If you want the conversion process to pause if a problem occurs check the box or enter Y in text mode if not uncheck the box or enter N in text mode The system considers file corruption or evidence of data not converting correctly a problem 2 6 Bill of Materials Kitting User s Manual Installation and Conversion Conversion 5 Enter BK in the Appl column Bill of Materials Kitting appears 6 Enter your earlier version number of Bill of Materials Kitting and press Enter You can determine the version by looking at the copyrights screen when you start OSAS or in most versions by using the Application Information tool button on the menu screen in graphical mode or by pressing Shift F2 in text mode 7 If data files already exist for Bill of Materials Kitting in the intended destination path the BK data files exist Do you want this task to erase them prompt appears If you want to erase the existing files and convert the files from the version in the source path select Yes or enter Y in text mode if not select No
98. r File Lists 1 7 Reports 1 7 messages A 1 monthly work 3 11 mouse commands click 1 9 deselect 1 10 double click 1 9 right click 1 9 MS DOS prompt tool button 1 21 Multilevel Cost Rollup function 6 23 N negative builds definition 3 4 option to allow 3 4 option to warn about 3 4 Negative Item window 6 14 Bill of Materials Kitting User s Manual New Lot Serial Number Entry window 4 11 New Existing Lot Serial Number Entry window 6 15 Next Line command function key 1 29 1 46 pull down menu command 1 29 scroll button 1 31 Next Page command function key 1 29 1 46 pull down menu command 1 29 scroll button 1 31 O OK Proceed function key 1 25 pull down menu command 1 25 verification button 1 24 OK command 1 11 Online Documentation function key 1 28 1 40 pull down menu command 1 28 tool button 1 24 Online help function key 1 41 turning on or off 1 41 options additional descriptions for items 3 4 allowing negative builds 3 4 keeping history items in kits 3 4 posting component information 3 4 setting up Bill of Materials Kitting 3 3 warning about negative builds 3 4 Options and Interfaces function 3 3 OSAS conventions 1 10 running 1 10 setup considerations 2 5 system requirements 1 10 OSAS graphical version menu choices 1 13 Other function key 1 40 Other Command menu accessing 1 38 1 40 output device printer 1 48 IX 7 Index References P scroll but
99. reen Appumi ie ia feared jj jha bhp SS Ob he MD 7e n Aare Tite Jism Location whiter MIA EAPOLIS WEAR EHOIGE kanji pa aj Eimasc Package Ob Hawced Appa Lira Cont mii Unita FE Apam Cat Cast omma Field Definitions Field Name Description Type Press S if the item is set up as a subassembly Press I if the Inquiry Location Inquiry Item ID Qty Needed Inquiry Units Approx Unit Cost Approx Ext Cost item is not an assembly Enter or change the location ID You must enter an item ID for a component to add it to an assembly Enter or change the component or subassembly ID The description appears Enter or change the quantity of the item the assembly requires The quantity must be greater than zero Enter or change the unit of measure the item requires The item s unit cost is displayed from the Items function in Inventory The item s extended cost is displayed from the Items function in Inventory Command Bar Definitions This screen has no command bar Bill of Materials Kitting User s Manual File Maintenance Bill of Materials Saving and Exiting After the assembly is built the File Maintenance menu appears To exit from the Bill of Materials function without building use the Exit F7 command Bill of Materials Kitting User s Manual 6 11 Bill of Materials Build Screen Apra e Command Edt peko ihe Hols Se bh Bo TE DE diria Boab Hirate E be Bike Hamr
100. rent field Restore the contents of the current field to its state before changes were made Check the options you want to use Selection Key Verify Exit Bell Quick Verify PgDown Operations If verification is turned on you must press a key twice to verify that you want to perform exit or abandon operations If the bell is turned on it sounds at an error or when you must verify a command If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry in certain application functions turn the option on If verification is turned on you must press the PgDn key twice to proceed to the next screen or to save your entries Bill of Materials Kitting User s Manual Other Menu OSAS Graphical Dorward Ede Mewes Gehan Help oc TakeaisiTa S36 Essais g 0 pecnierg Speen Comis Cala PAD Pig Selection Calculator Execute and OS Command Call a PRO 5 Program Product Suggestion Application Options Inquiry Global Inquiry General Information Inquiry Support Information User Comments EIS Dashboard Display EIS Dashboard History Pop Up Calendar Bill of Materials Kitting User s Manual Operations Displays the OSAS calculator Allows you to enter an operating system command from within OSAS Allows you to execute a PRO 5 program Use this function to create a printable report for future OSAS product s
101. rrent Quantity The available quantity of the assembly is displayed Quantity to Build Enter the number of assemblies you want to build Max Available to Build The maximum available quantity to build is displayed Bill of Materials Kitting User s Manual Daily Work Assembly Inquiry Field Name Lvl Item ID Description Loc ID Unit Ext Qty Avail Qty Description The level of the component or material is displayed The component or item ID is displayed An asterisk before an item ID indicates that the quantity of the component in inventory is below the quantity needed to build the assembly The location ID is displayed The units by which the quantities are measured are displayed The quantities required to build the requested amounts are displayed The quantities available in inventory are displayed This number is based on the specified components in the Bill of Materials function Command Bar Definitions Command Header Online Saving and Exiting Description Press H to edit the fields in the header Press O to send the information to an output device Then select the output device to print the breakdown of necessary components Use the Exit F7 command to exit to the Daily Work menu Bill of Materials Kitting User s Manual 4 5 Build Assembly Features Use the Build Assembly function on the Daily Work menu to track the assembly of one bill of materials or many of the
102. rs Bill of Materials Kitting User s Manual Kits List 9 2 enuen saosn Buny sjevereyy JO Ilg 04 10 2001 9 52 PM Inventory ID 200 200100 200200 200300 200400 200500 200600 200 200100 200200 200300 200400 200500 200600 200 200100 200200 200300 200400 200500 200600 End of Report Description Heating Cooling Package Furnace Water Heater Air Conditioner Water Softener Sump Pump Humidifier Heating Cooling Package Furnace Water Heater Air Conditioner Water Softener Sump Pump Humidifier Heating Cooling Package Furnace Water Heater Air Conditioner Water Softener Sump Pump Humidifier Builders Supply Kits List by Location ID Costed MD000 MD000 MD000 MD000 MD000 MD000 MD000 MNO00 MNO00 MNO00 MNO00 MNO00 MNO00 MNO00 Quantity PRP RRP PPP RP RR PRP PRR 0000 0000 0000 0000 0000 0000 Total Kit Component Cost 0000 0000 0000 0000 0000 0000 Total Kit Component Cost 0000 0000 0000 0000 0000 0000 Total Kit Component Cost Unit EA EA EA EA EA EA EA EA EA EA EA EA EA EA EA EA EA EA Estimated Unit Cost 379 4400 227 5300 429 9500 127 4000 47 5000 75 1500 379 4400 227 5300 429 9500 127 4000 47 5000 75 1500 379 4400 227 5300 429 9500 127 4000 47 5000 75 1500 Page Ext Cost S195 221 429 127 47 75 1286 379 227 429 127 47 75 1286 379 2
103. same assembly You can also build an established serialized or non serialized assembly Reports No report is associated with this function Screen Use Screen Build Assembly Negative Item New Existing Lot Serial Number Entry Append Lotted Serial Number Bill of Materials Kitting User s Manual Description Use the Build Assembly screen to enter information about the assembly of one bill of materials or many of the same assembly and to record the assembly of products Use the Negative Item screen to instruct the system to track a build that makes the involved item quantity a negative number Use the New Existing Lot Serial Number Entry screen to track the lot and serial number of each serialized item Use the Append Lotted Serial Number screen to add information about lotted serialized items to the assembly 4 7 Build Assembly Daily Work Build Assembly Screen Banke As pewdiip Dremi Edt Heia Othe axe oe mo Locsin IY wR MIMHEAPOLS WAAFH MISE i mw E Tabet u H uriar _ m n LETITE n 4 Oh Dump to Bu 10 Gude Date TARE EL Pesad 6 Oraguare Ahau Aarah E Field Definitions Field Name Location ID Inquiry Assembly ID 4 8 Do you want to calculate the maximum available Build Number Maximum Available to Build 70 OF srein AmE Heip Congarg h 0TA Teel TOD Ca Description Enter the ID of the location that will hold the assembly you are going to buil
104. semblies and locations you want to include in the report Bill of Materials Kitting User s Manual 5 11 Component Cost Report Component Cost Report Screen Field Definitions Field Name Sort By Reports Description Enter the range of location and assembly IDs you want to include in the report Select the order in which you want to organize the report Bill of Materials Kitting User s Manual Reports Command Bar Definitions This window has no command bar Saving and Exiting Select the output device to begin printing the report After the report is produced the Reports menu appears Bill of Materials Kitting User s Manual Component Cost Report vL S enuen saosn Buny sjeverey Jo Ilg 04 10 2001 9 50 PM Company H Assembly Component ID 700 700100 700300 700500 Builders Supply p Component Cost Report By Location ID age 1 iiaia Component Loc ID Quantity Unit Cost Ext Cost App Labor Overhead Process Ext Tot Cost MN0001 5 2300 5 5800 5 7400 MN0002 1 0000 0000 0000 MN0002 4 0000 2 0800 8 3200 MN0002 1 0000 0000 0000 Assembly Total 8 3200 5 2300 5 5800 5 7400 34 8700 Location Total 5 2300 5 5800 5 7400 34 8700 Total 5 2300 5 5800 5 7400 34 8700 End of Report woday so u uodwo pod y soy jusuodwoy suodey Bill of Materials History Report Features The Bill of Materials History Report shows the date assemblies were built how m
105. st in part of components that are not sold separately and that the user s business is in charge of building Bill of Materials Kitting User s Manual 1 5 The Bill of Materials Kitting System Introduction 1 6 The final stage involving a kit is its sale through the Sales Order application which recognizes the item as a kit The final stage involving a bill of materials is updating the INVExxx Inventory Items file with the on hand quantity of the finished product After the assembly has been built it is identified as an item in the Inventory application and you can sell it as an item through the Accounts Receivable application or the Sales Order application An assembly or a built bill of materials is identified differently from a kit Bill of Materials Kitting is the only OSAS application that identifies an item ID as an assembly ID Inventory Accounts Receivable and Sales Order see an assembly as another item However Bill of Materials Kitting and Sales Order distinguish between a kit and an item Inventory and Bill of Materials Kitting check the Inventory system for the item ID if the item is an assembly Sales Order and Bill of Materials Kitting read the BKMHxxx Master Header and BKMDxxx Master Detail files for the item ID if the item is a kit If an assembly is sold as a kit the appropriate items are subtracted from Inventory Following the example above if the reseller sells one kit CSO001 the computer system the
106. tenance Purge Bill of Materials History Screen Finge Bil ol Bbc Histoop Doe Edit Bka Other Hep So bh MO 7 OE _ aben Horra Tea Bead Up tha Secam gt Cikita H edanp Merny hika G kaa Field Definitions Field Name Have you backed up the system Delete History for Items Dated Before Cogar BO Teal TODD CF Description If you have backed up the information you are about to purge check the box or enter Y in text mode if not uncheck the box or enter N in text mode exit to the File Maintenance menu and do so before continuing If you want to delete historical information about items built before the system date press Enter To delete historical information about items built before a different date enter that date Command Bar Definitions This screen has no command bar 6 32 Bill of Materials Kitting User s Manual File Maintenance Purge Bill of Materials History Saving and Exiting To save your entries use the Proceed OK command To return to the File Maintenance menu use the Exit F7 command Bill of Materials Kitting User s Manual 6 33 Master File List Kits List Bill of Materials List Tables List Bill of Materials Kitting User s Manual 7 3 TT 7 11 7 1 Kits List Features The Kits List shows the components that are in each kit and the cost of each component and each kit This list is helpful when you are planning a budget and want to see how t
107. the CPU and the printer from different companies The business also buys raw material for the printer stand but the reseller s business builds the stand for the customer The computer system is a kit The reseller identifies the system as a kit ID CS0001 with five types of components from inventory one monitor one keyboard one CPU on printer and one stand Each can be sold separately The stand is an assembly represented as a bill of materials The reseller identifies it as an assembly ID SH0001 with three types of components five boards two metal plates and eighteen screws The boards plates and screws are not sold separately from each other The parts that make up the other components are not sold separately either for example the F7 key or the monitor shell is not sold separately The difference between the stand and the other components is that the reseller is in charge of assembling the stand The reseller does not need to assemble a keyboard a monitor and a CPU they may as well be raw materials The example illustrates the difference between a kit and a bill of materials Each different kind of component in a kit can be sold separately You must use the Sales Order application to sell kits Bill of Materials Kitting does not work with the Accounts Receivable application alone Selling a kit is no different from selling its components separately other than saving keystrokes A bill of materials is composed at lea
108. the cursor to the first line in a scroll region LL PgUp Moves the cursor to the previous page of lines in a scroll region bb Up Moves the cursor up one line al j Down Moves the cursor down one line v PgDn Displays the next page of lines in the scroll region 3 End Moves the cursor to the last line in the scroll region Help Commands When you use the Help F1 command you can use these commands Key Operation F6 Maintenance Edit a help screen F7 Exit Exit from the help screen and close the window Bill of Materials Kitting User s Manual 1 31 OSAS Graphical Introduction In Field Editing Commands When the cursor is in a field that contains information you can use these keys and commands Key Right Left Del Delete Ins Insert on off Home End Ctrl Z Undo Shift F9 Copy field contents Shift F10 Paste field contents Operation Move the cursor to the right Move the cursor to the left Delete the character the cursor is on Switch insert mode on and off When the INS flag appears at the bottom right corner of the screen on the status bar characters you type push characters after the cursor off to the side When insert mode is turned off OVR appears on the status bar characters you type write over existing ones Move the cursor directly to the beginning of the field Move the cursor directly to the end of the field Restore a field to the way it was before yo
109. this command or the Defaults function in Resource Manager To turn the bell back on use this command again If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry use this command to turn the option on If this option is turned on the applicable function keys are displayed on the screen Bill of Materials Kitting User s Manual 1 41 OSAS Text Introduction Help Commands When you use the Help F1 command three commands become available for you to use on help screens Key Operation F3 Delete Delete the help screen contents To recover a deleted screen copy the xxHELP file from the distribution media to the PROGxx subdirectory xx is the application ID The copying process overwrites changes you made to other help screens F6 Maintenance Edit a help screen F7 Exit Exit from the help screen and close the window In Field Editing Commands When the cursor is in a field that contains information you can use the following keys and commands Key Operation Right Move the cursor to the right Left Move the cursor to the left Del Delete Delete the character the cursor is on Ins Insert on off Switch insert mode on and off When the Insert flag appears at the bottom of the screen characters you type push characters after the cursor off to the side When insert mode is turned off characters you type write over existing ones
110. time Bill of Materials Kitting User s Manual 1 23 OSAS Graphical Introduction Function Tool Bar Buttons 2X fe Re mA g Tool Button Key Result F6 Go directly to the appropriate File Maintenance function to update information about the field you are in F3 Delete the information on the screen Since this command can delete an entire record use it with caution Ix PgUp Move the cursor back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made gt Hutt Shift F9 Copy the contents of the current field ig Shift F10 Paste the contents you copied from a previous field into the current field E Display the calculator screen E Display the pop up calendar screen You can use the calendar to add and review reminders for any date ii F1 Display information about the field you are in 5 Display the on line documentation Ka Verification Buttons Abandon Click on the OK button to proceed to the next screen or to save your entries click on the Abandon button to abandon your entries 1 24 Bill of Materials Kitting User s Manual Introduction OSAS Graphical Function Pull Down Menus Commands Menu Damer Dot bodes Uhe kp ircump aF Hantenance iFE gt Pape sPgore SaDa Po Faid Lips lig FaidiDen iin Ababa oF e F dure Daa Ca BRE Selection Key Inquiry F2 Maintenance F6 Proce
111. tion The location ID you specified in the line item is displayed The unit of measure for this component is displayed The quantity of serial numbers required to build the number of assemblies you requested is displayed The serial number for the item is displayed The unit cost of the serialized item is displayed The unit price of the serialized item is displayed Command Bar Definitions Command Enter edit Append Bill of Materials Kitting User s Manual Definition Move to the line you want to edit and press Enter Then see Append Edit Lotted Serial Number Screen below Press A to append a bill of materials Then see Append Edit Lotted Serial Number Screen below 6 15 Bill of Materials File Maintenance Command Definition Done Press D when you finish entering lot and serial number information for the bill of materials Saving and Exiting When you finish entering lot and serial data use the Done D command to save your changes or use the Exit F7 command to exit to the File Maintenance menu Append Edit Lotted Serial Number Screen ee Riean a F Coas d Bede a beers beckon hj A tA AD T amp DE iten Taiaho I J l h a flo Geman C Coat IIM Cat Coal zr Fae _ if Field Definitions Field Name Description Serial No Enter the serial number for the item Lot No Enter or change the lot number for the item Auto Generate Appears when you are building a serialized item
112. ton 1 31 parameters Previous Page command access code 1 11 command to start OSAS 1 10 company ID 1 11 general expression 1 11 terminal ID 1 11 partial key inquiry 1 43 parts tracking 1 7 Paste function key 1 26 1 32 1 43 pull down menu command 1 26 tool button 1 24 periodic work 3 11 posting transactions 3 11 producing reports 3 11 PgDn inquiry command 1 34 1 44 report command 1 45 scroll region command 1 29 1 46 PgDn function key 1 25 1 41 text menu 1 39 PgUp function key 1 24 inquiry command 1 33 1 44 report command 1 45 scroll region command 1 29 1 46 PgUp function key 1 25 1 41 Pop Up Calendar tool button 1 21 1 24 Post Transactions function 4 23 posting accounts debited and credited 3 11 builds 3 5 detail 3 12 kit information 3 5 log 3 12 preliminary steps 3 12 summary information 3 12 T accounts 3 12 transactions 3 11 Previous Line command function key 1 29 1 46 pull down menu command 1 29 IX 8 function key 1 29 1 46 pull down menu command 1 29 scroll button 1 31 Print Manager defined 1 3 printing screen contents 1 40 PRO 5 Command tool button 1 21 Proceed function key 1 41 Proceed OK function key 1 25 pull down menu command 1 25 verification button 1 24 Proceed command 1 11 programs backing up 3 7 pull down menu functions commands 1 25 Edit 1 26 Help 1 28 Information 1 28 Inventory Lookup 1 30 Modes 1 26 Other 1 27 Scrol
113. u changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command to clear the field Copy the contents of the current field Paste the value you copied from a previous field into the current field Bill of Materials Kitting User s Manual Introduction OSAS Graphical Inquiry Commands When you use the Inquiry command several other commands become available for you to use in the inquiry window The Inquiry windows operate in two modes Search and Sort You can toggle between these modes within an Inquiry window by pressing the Ins Insert key You can also choose the default mode for the inquiry windows by using the Defaults function on the Resource Manager Workstation Configuration menu e In Search mode you can move through the keys listed by typing progressively larger portions of the key you want to find For example when you type C the window displays keys beginning with the letter C When you next press A the window displays keys beginning with CA and so on e In Sort mode you can change the order of certain inquiry windows by pressing the letter key associated with the window sort You can see the available sorts in any inquiry window by selecting Command Help from the Help pull down menu in the inquiry window You can also shorten your data search by entering a part of the key before you use the Inquiry command For example if you know that the I
114. uggestions Allows you to view the application options you have set up for a particular application Use this function to search across your data You can select from the installed applications which data to search in Allows you to search for information on employees customers and vendors Displays the OSAS Support Information Allows the user to leave messages within the system Displays the EIS Dashboard Displays the EIS Dashboard history A reminders feature that allows you to create and read dated reminders within OSAS 1 27 OSAS Graphical Introduction Help Menu Commands dt bodes ha Hebe Ci JEA PKADA DE eee Hale Fis Ordre Der ciha Selection Key Operations About OSAS Displays the information about your OSAS installation Command Help Displays the OSAS Key Help screen Help F1 Get information about the field you are working on Online Doc Shift F1 Opens your PDF file viewer to display the documentation for your particular application Information Menu pia hiie Cunina rkr Cuctorar Comenia Customer History lien rirrair The Information menu appears on some function screens in certain applications The functions on the menu are determined by the applications installed 1 28 Bill of Materials Kitting User s Manual Introduction OSAS Graphical Scroll Commands Menu Sond Gores Hip Fini Line Home Pirta Poge Ppl Pwa Ligh Plant Lire Dima Pikar Faga Pint Le Lire
115. un ehai bo Bud Brae Disa OL Pence becqume Goud brembi Field Definitions Field Name Do you want to calculate the maximum available Build Number Quantity to Build Available to Build Build Date GL Period Inquire about assembly File Maintenance WIA EE yi E Description This prompt appears when you enter the assembly ID If you want the system to calculate the maximum number of assemblies you can build from inventory select Yes or enter Y in text mode if not select No or enter N in text mode Enter or change the build number Enter the number of assemblies you want to build If the system calculated the number available to build based on the components that make up the assembly it is displayed If the system did not do the calculation zero is displayed The system date is displayed If the assembly is done on a different date change the date Enter or change the general ledger period for the date of build If you want more information about the assembly before building it check the box or enter Y in text mode if not uncheck the box or enter N in text mode Command Bar Definitions This screen has no command bar 6 12 Bill of Materials Kitting User s Manual File Maintenance Bill of Materials Saving and Exiting To continue with building the assembly use the Proceed OK command or use the Exit F7 command to exit to the Bill of Materials screen Bill
116. urce Manager A 6 Bill of Materials Kitting User s Manual References System Messages No bills of material on file You have not defined any BOMs Define a BOM assembly in the Bill of Materials function Press any key to continue with Recalc To recalculate the number of assemblies to build press any key Press F3 to delete the entire ID When you try to delete an assembly or a kit this message appears for verification If you do not want to delete use the Abandon F5 command Quantity must be greater than zero You must enter a positive quantity A quantity of zero would mean that you do no want to build and a negative quantity would mean that you want to take assemblies apart Quantity will become n for inventory You have instructed the system to push the quantity of the assembly larger than 999 999 9999 or smaller than 999 999 9999 Reduce or increase the quantity to fit within the range Recalculate cost total Information about the item assembly or kit has changed probably because of a change in the INVExxx Items file with one of the items involved To enter the instruction to recalculate the cost use the Proceed PgDn command to cancel use the Abandon F5 command Record in use Because someone else is using the item assembly or kit you are trying to work with you cannot change the record and can read it only when the other user is finished using the record Bill of Materials Kitting User s M
117. window 1 38 pull down menu command 1 28 Command help 1 40 closing window 1 40 commands backing up 3 7 graphical functions 1 23 graphical menus 1 16 in field editing 1 32 1 42 OK 1 11 Proceed 1 11 report 1 45 scroll region 1 46 companies access codes 3 6 backing up data files 3 7 changing 1 22 1 38 company parameter 1 11 Component Cost Report function 5 11 sample 5 14 Components as items 3 10 as subassemblies 3 10 decreasing 1 6 function 6 19 option to post 3 4 returning to inventory 4 15 updating in several assemblies 6 19 conventions report 1 47 Bill of Materials Kitting User s Manual References Index user s manual 1 9 conversion before converting 2 5 setup considerations 2 5 converting to OSAS version 6 1 2 6 Copy function key 1 26 1 32 1 43 pull down menu command 1 26 tool button 1 24 Ctrl F function key 1 41 Ctrl G function key 1 41 text menu 1 39 Ctrl J function key 1 25 Ctrl O function key 1 41 Ctrl V function key 1 41 Ctrl Z function key 1 26 1 32 cursor moving down or forward one field 1 25 1 41 moving up or back one field 1 25 1 41 selecting item 1 34 1 44 Cursor end function key 1 32 1 42 Cursor home function key 1 32 1 42 Cursor left function key 1 32 1 42 Cursor right function key 1 32 1 42 Customer Vendor Inventory Lookup function key 1 30 1 44 pull down menu command 1 30 D Daily Work adding ass
118. y to go to the Main menu e Use the Exit F7 command to go to the operating system 1 36 Bill of Materials Kitting User s Manual Introduction OSAS Text Text Favorites Menu Your Favorites menu saves time in moving between applications opening and closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 key Favorites Menu Text Style r Fevorcites Rena MIO AP Transactions GL Edit Transactions IH Transfers Journal To set up the text style display follow these steps 1 Move your cursor to the submenu or application that you want placed in the Favorites menu 2 Press F10 You can press F2 to verify your selection was added to your Favorites menu To remove an application 1 Press F2 to display the Favorites menu 2 Move your cursor to the submenu or application you want removed 3 Press F10 Bill of Materials Kitting User s Manual 1 37 Introduction Function Keys Used in the Text Menu Most keyboards have a set of function keys usually labeled with the letter F and a number Within the menu commands are assigned to these function keys You can use the commands to work with data entry screens Except for the Command Help Esc the Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any comman
119. you want to include in the report Bill of Materials Kitting User s Manual 5 3 Where Used Report Reports Where Used Report Screen Wheeled epot Pilg i Command Eat eles Oth Help Se OG hh we Fe OF ria Lacin Dt Fee rie l bret hate The FO Oot 4 ske J Aisi O Fears TI E Ein E Tew Omi Crain iti Fionn Thru incurs Statue Consonant Fera Aee E Thu Superseded E Quronhresd E Pint Dhn F i irga Level C Piin Punt lia Guardian ri a BPE E Cogarg h N Teal TOE T Field Definitions Field Name Description Inquiry Location ID Enter the range of locations you want to include in the report Assembly ID Enter the range of assembly IDs you want to include in the report Kit ID Enter the range of kit IDs you want to include in the report Component ID Enter the range of component IDs you want to include in the report Print Select Single Level to print top level assemblies and one level of detail Select Fully Indented to print assemblies and all components including subassemblies 5 4 Bill of Materials Kitting User s Manual Reports Where Used Report Field Name Description Print Item Quantities in Check the box or enter Y in text mode to show the quantity a BOM Kit for the 0 level bill of material or kit Uncheck the box or enter N in text mode to hide the quantity for the 0 level bill of material or kit Include Check the box or enter Y in text mode for each option you want to include in the
120. ystem Accounts Receivable and Sales Order cannot recognize it except as an inventory item The best way to add an assembly is to use the Items function in Inventory When you use the Items function you know that the inventory item has been established to be used as an assembly Accounts Receivable and Sales Order recognize the inventory item and you can change an established assembly in the Bill of Materials function Deleting Assemblies To delete an assembly use the Delete F3 command in the Bill of Materials function The assembly record is deleted from the BKMHxxx and BKMDxxx files but an assembly of which the deleted assembly was a part is not deleted For example if assembly 100 is part of assembly 450 and you delete assembly 100 the record for assembly 100 is gone the record for assembly 450 and the components that make it up are still intact Whether you keep the deleted subassembly as part of the definition of assemblies is up to you When a component is marked as a subassembly the component is considered as another assembly When a component is marked as an item it is considered only as an inventory item When you use the Delete F3 command the system checks for other occurrences of the assembly s usage as a subassembly Sub If the subassembly is not part of another assembly s definition the subassembly s record is deleted and the task is complete If the subassembly is part of another assembly s definition a

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