BOM Configurator User Manual
Contents
1. Modify BOM Select a line item and click on the tool bar button allowing you to modify the BOM Configure the custom BOM and the system will generate a new item price For more information please see Interface to BOMP on page 14 and BOM Details on page 18 Step 6 Interface to BOMP Interface the edited item to the Bill of Material Processor For more information refer to Interface to BOMP on page 14 and BOMP Interface on page 28 Step 7 Save Order Save the Order and go to Sage PFW for further processing of the Sales Order Getting Started 6 Sales Order Entry Sales Order Entry Overview Order Tab The Order tab is used to create new orders or modify existing orders Enter information into the required fields on each of the tabs much of the information is defaulted from Sage PFW s AR files Once the order is saved all changes must be made through the Sage PFW Sales Order module Customer Key Required Field Enter the customer key of the customer for whom you are placing the order The customer keys and associated customer information are pulled from Sage PFW s Accounts Receivable module When the customer key is entered other fields are automatically filled in with information relating to the customer you selected You can modify these fields and the information will be written to Sage PFW s AR Files Ship to Key Enter the ship to key for the customer location to which the item2. Entry 8 Order Date Required Field This field will default to the current date If you want to enter a date other than the current date type in a valid date or enter a date using the calendar lookup If an Order Date Limitation was defined in Sage PFW Accounts Receivable Process Options Setup then the order date entered into this field must fall within the range defined there Requested Delivery Date Required Field If you want to enter a date other than the current date type in a valid date or enter a date using the calendar lookup The requested delivery date must be greater than or equal to the order date Cancel Date Required Field Enter the date at which time you want the sales order to expire The cancel date must be greater than the order date Salesperson Key If you want to select a different salesperson key choose one from the lookup The list of salesperson keys in the lookup comes from the salesperson keys defined in Accounts Receivable Commission Override This field can be used if you wish to override the commission defined for the salesperson in Accounts Receivable To override the commission amount do one of the following 1 Enter the amount as a percent including the percent sign 2 Enter the amount as a numerical value Do not include the currency symbol 3 Enter NC in uppercase letters if you do not want a commission to be paid for this sale Buyer Enter the name of the buyer or cont
3. Option Listing 24 Work Order Report Work Order Report Overview The Work Order Report s main purpose is to generate a printout for the production department to use as a pick list There are two different report types available Assembly Item reports and Work Order Number reports Assembly Item Report If the production order has not been posted the Assembly Item report will print an indented pick list based on the generic BOM Assembly Item Range The user may specify a range of Assembly Items The magnifying glass icon located to the right of the Range fields will allow the user to search the valid records The user may search for a specific record by pressing the icon entering part or all of the value in the Search Value box and then pressing the lt ENTER gt key Once the desired record is highlighted press lt ENTER gt or the select button The value will be inserted into the entry field If the Beginning field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record You may use the Page Down Page Up Ctrl Home and Ctrl End to navigate the search windows The F3 function key will copy information from the Beginning field to the Ending Field Options Levels A level of 1 is the assembly item itself and would not typically be used A level of 2 would contain everyt
4. a ER E A RE EE E de 11 Territory Key urrien ias 12 Payment Taide 12 Receipt Number Meeaheavs endear cvansteeudeei daca ease entree iiE 12 Receipt Date ini Minnie annees 12 Recelpt AMO dadas 12 Credit Card Pesas tddi 12 Credit Card UMD A as 13 Expiration Dit iii te At ven ae En nis pene eee 13 Cardholder Name it A ita aes 13 Credit Card AuthoriZatlonie ics sine Hl eee diese bias dias 13 Credit Card Phone Number Hea cei A as 13 Address TAD teh ices E Re di acetone 13 o et ee a iy 14 Pine tems Fabianen in i ER hid secon te N 14 Edit Bill Of Material is ris ts 14 Interface to BOMP cda 14 FOOT nt et ne tt E ne ts 14 HEMKE A te nt ni ee capt nn ne a ne er ane en ane rentes het ee 14 Description stars ica oido 15 Locations E O 15 Qty Ordered isionnii aa rodaja 15 Wit PACO ane en OASE ee od th ote ed Re AU Re nr 15 Oty Remains OS 15 DISPO NES SENS TA as J 15 A toi cia tens PNR EE RS SMa lt ah CEE 16 Account Number assises Ne geen een te ten eden sed ne a land 16 COST Dana ne Re RE Me ots tier A dal A E RAE me ee me 16 Request Dates ste tnt nn Er ae NE ts ne te ts ne 16 Ship DAT E E NON 17 BOM Details 18 BOM Oe DYore 00 Oho 5 lt hr 18 Entering an Optional Wet ss izs 3 di ceecs case este Me stat sds ones este etes ren mate dre tie said 18 Addin ga COMPONEN slides lr lia dr Eo Ea NEE 18 Deleting a componente ss tn re tm nl dr a e E a E eao oni EEE EAEE 19 Component SOULCE narsis reast aa teste E Ear AES EEEE LA e
5. MSS from IndsutriOS BOM Configurator User Manual Last Updated March 12 2007 1998 2007 IndustriOS Software Inc software Integration Partner Getting Started 4 Getting Started Overvie Wasser tn ir A a T aii 4 System Requirements 2 scccsaccies candaseazdcaedassanestas decane rare amiens aliments anetetenciest 5 Basic Funcionales ses eines tnt M e te ne toreo nr ts 5 BOM Configurator Process FIOW ss 6 Sales Order Entry 7 Sales Order Entry Overview unes sh Sis eata sess th rit EOE S a a tnt andere 7 Onder Vase ins AEA E a 7 Customer KEY aoei roaren paaa end EERE dia date 7 Ship to Key caida nites ei aeai a Ea ee aaa aid el aie EERE Ernie 7 Sales Order Number earen aii AS eE 7 Sales Order SAUS mine tonnes 8 Terms Kevin ter en Ait A AS 8 Order Dates ia 9 Requested Delivery Dated di 9 Cancel Dit A A EEs 9 Salesperson Kemao Lea cn eas 9 Commission Overrides ia i 9 BUY A Ann Rte mt TE Pa ps Ana hecho tenets ts 9 Customer PO Umberto Reine tii 9 Nontaxable Freight Amount iii iii 10 Calculate Tax on Order Total ss 10 Misc Tai Pense EAE odesesnunecdes Momo a a 10 Recur Cycle Key incida acted slt dati teamed eadens 10 Create Back Order for Unshipped Items 10 FOB KV nn nm nt ere ce dit alee sade 10 Comment Keysis ieir a EE E EAE iia db suadseadens 11 Customer Class Keys int E A aE E E DTE SERN EKS 11 Default Item Location Keita dais 11 Ship Via Key ses erei
6. PFW Inventory using one of BOMP s seven transaction types The data in the Item Configurator is stored in Access format All tables and records in the tables are easily accessible through Microsoft Access For those users who are familiar with Access customization of reports and manipulation of data through queries can be easily performed Note This program is not intended to replace Sage PFW s Sales Order Entry Module BOM Configurator writes the order information to Sage PFW SO and use Sage PFW AR for customer information and pricing as well as writing to AR s posted invoice file Getting Started e 5 BOM Configurator Process Flow Step 1 Install Software Follow the installation instructions outlined in the Getting Started Guide The Getting Started Guide can be downloaded from our web site Step 2 Create and Select a Company The user may setup multiple companies and easily switch between each processing company For more information please refer to the Getting Started Guide STEP 3 Optional Setup the Option Table The Option Listing will print a listing of the optional components entered into Option Maintenance for the Assembly Please see Option Maintenance on page 21 For information on the listing report please see Option Listing on page 23 Step 4 Sales Order Entry Information Enter the sales order information For more information please see Sales Order Entry _on page 7 Step 5
7. act in the company for whom the order is being entered as you want it to appear on the sales order and invoice This field may contain up to 15 alphanumeric characters Customer PO Number If the customer has supplied a purchase order number enter it in this field The field may contain up to 15 alphanumeric characters Sales Order Entry e 9 Misc Tab Nontaxable Freight Amount This field contains the nontaxable freight amount for the order If you enter a freight amount the amount will be calculated with the line item totals and included in the order total when the sales order is saved Calculate Tax on Order Total Place a check mark in the checkbox if you want to calculate the tax on the entire invoice based on the tax key Do not select this field if you want to calculate tax separately for each line item If you select this option the tax for the total invoice is based upon the tax key of the first line item Be sure the first line item has the tax key you want to use for the whole invoice The first line item must be an inventory or non inventory line item in order to enter a tax key The Miscellaneous tab allows you to enter additional information about the sales order You may also enter information to have an order recur to avoid re entering order information Most of the fields on this screen are defaulted based on the customer information entered in the Order tab You may modify the defaulted fields by using the zoom win
8. blank if you do not want a comment to print The list of comments in the lookup comes from Accounts Receivable It is filled in as follows gt If a comment key was defined for the ship to key in Accounts Receivable the comment key defined for the ship to key is filled in gt If you change the ship to key the comment key defined for the ship to key is filled in gt Ifyou change the ship to key to be blank or a ship to key was not defined for the customer the comment key defined for the customer key is filled in Customer Class Key Required Field Enter the customer class key which is used to calculate pricing finance charges and determine posting accounts and natural currency type for the customer You may change the customer class key but you must not change the customer s currency type It is filled in as follows gt If a customer class key was defined for the ship to key in Accounts Receivable the customer class key defined for the ship to key is filled in gt If you change the ship to key the customer class key defined for the ship to key is filled in gt Ifyou change the ship to key to be blank or a ship to key was not defined for the customer the customer class key defined for the customer key is filled in Note Altering the customer class may affect the pricing calculations of inventory items for the order Default Item Location Key If you want to change the default item location key select one from t
9. difications that you made in this screen Adding a component 1 2 3 Select the row with the Change the Component Source to Inventory Additional Cost or Standard Text Use the Zoom button or F9 to select from the valid items available in the component source that is selected Select an Item Enter a Location Enter a Quantity BOM Details 18 7 All other fields are optional Deleting a component 1 Select the Component to Delete 2 Select the Delete from the keyboard Component Source The component source section allows the user to choose from the three available item types for a component Inventory If this component source is selected then the component field zoom window will display all valid Sage PFW Inventory items Additional Cost If this component source is selected then the component field zoom window will display all valid Additional Cost Items The Additional Cost item keys are defined and created in the Maintenance Setup Tables section For more information on Additional Cost Keys please refer to the Bill of Materials Processor Manual Standard Text If this source is selected then the component field zoom window will display all valid Standard Text keys The Standard Text is an 18 character key field that links to a free format note field Standard Text items will not affect posting in Transaction Processing they are for information purposes only on BOMP reports such as the explosion a
10. dows Recur Cycle Key Select a recur cycle key from the lookup or leave the field blank if you do not want the order to recur The recur cycle keys in the lookup are defined in Accounts Receivable Complete this field if you want the sales order to recur automatically at specified date intervals so you are not required to enter the same order information repeatedly Note To properly update Inventory you must post recurring sales orders Create Back Order for Unshipped Items Place a check mark in the checkbox if you want to generate a back order if the shipment is only partially shipped You can also create a back order by selecting the Create Back Order for Unshipped Items checkbox in Sales Order Shipment Entry If you make a change to one field the other is automatically updated for you by the system FOB Key If you want to select a different FOB key choose one from the lookup The list of FOB keys in the lookup comes from Accounts Receivable It is filled in as follows gt Ifa FOB key was defined for the ship to key in Accounts Receivable the FOB key defined for the ship to key is filled in gt If you change the ship to key the FOB key defined for the ship to key is filled in gt If you change the ship to key to be blank or a ship to key was not defined for the customer the FOB key defined for the customer key is filled in Sales Order Entry 10 Comment Key Choose a comment from the lookup or leave the field
11. e posted After posting the next time the order is pulled up the Receipt Number Receipt Date and Receipt Amount fields are cleared preventing double posting of payments Receipt Date If the sales order involves a prepayment or deposit this field contains the date of the receipt This is a required field if a receipt amount or receipt number is entered Note Receipt information is distributed to Sage PFW AR when the orders are posted After posting the next time the order is pulled up the Receipt Number Receipt Date and Receipt Amount fields are cleared preventing double posting of payments Receipt Amount Enter the sales order prepayment or deposit amount This is a required field if a receipt number or receipt date is entered Note Receipt information is distributed to Sage PFW AR when the orders are posted After posting the next time the order is pulled up the Receipt Number Receipt Date and Receipt Amount fields are cleared preventing double posting of payments Credit Card Type Enter the credit card type This field will default if a credit card type was entered when the customer was set up in Sage PFW AR You can keep the default credit card type or enter a different credit card type if applicable This field contains five alphanumeric characters so you may need to abbreviate For example MasterCard MC Sales Order Entry e 12 Address Tab Note A prepayment is only processed if the Receipt Number Rec
12. e our programs will function If you are upgrading from a previous version of the MSS software please follow the upgrade procedure outlined in the System Basics Users Manual It is very important that all users are accessing the same software version and old software does not exist on workstation or network drives This program will not operate independently from our Bill of Material Processor Module All bills of materials must be setup within BOMP before using BOM Configurator System Requirements To use MSS from IndustriOS programs you will need the following v Hardware Requirements are the same as those for Sage PFW 5 5 Y Sage PFW 5 5 down to 5 1 Y BOM Configurator requires the following Sage PFW modules Inventory Sales Order and General Ledger v Bill of Materials Processor BOMP module from MSS by IndustriOS Basic Functionality The BOM can be modified by adding new components changing component quantities changing component cost and or replacing components The user may build an options table to quickly replace the bom s components with optional items including a custom cost The item price is configured based on the user selected options or modifications made to the BOM Once the order is saved all order and BOM modifications must be made via BOMP and Sage PFW Sales Order The customized Assembly Item can be written as a custom transaction to the Bill of Materials Processor so it can be processed through Sage
13. ed in for you You may change any of the fields if necessary Sales Order Entry e 13 Credit Tab Line Items Tab The Credit tab allows you to view credit information for the customer The information comes from Sage PFW s Accounts Receivable module and cannot be changed in this screen The Credit Limit field indicates the customer s credit limit and along with the Unposted Credit In Use field is helpful in evaluating the customer s credit status The Unposted Credit In Use field is used by the system to determine if the customer has exceeded their credit limit when the order is saved The Line Items tab allows you to enter an unlimited number of line items It displays running totals the item discount tax and account information When you pull up an existing order the system loads line items for you to view or change as applicable Edit Bill of Material Selecting this button will pull up a detail screen that allows you to modify the bill of material component detail This option will only be available on inventory items with a valid BOM entered into our Bill of Material Processor Module For more information please see BOM Details on page 18 Interface to BOMP f 2 Selecting this option will tag the item to interface with the Bill of Materials Processor You must have the item selected and then click on this button A BOMP transaction will be generated for the customized BOM For more information please
14. eipt Date and Receipt Amount fields are filled in Credit Card number This field is defaulted from Sage PFW AR If this sales order involves a prepayment in the form of a credit card you can keep the default credit card number or enter a different credit card number if applicable Note A prepayment is only processed if the Receipt Number Receipt Date and Receipt Amount fields are filled in Expiration Date If this sales order involves a prepayment in the form of a credit card you can keep the default expiration date or enter a different one if applicable Note A prepayment is only processed if the Receipt Number Receipt Date and Receipt Amount fields are filled in Cardholder Name This field contains the name on the credit card the customer is using Note A prepayment is only processed if the Receipt Number Receipt Date and Receipt Amount fields are filled in Credit Card Authorization Enter the authorization code This field contains up to 25 alphanumeric characters Credit Card Phone Number If the customer exceeded their credit card limit and authorization was obtained to continue with the purchase you might enter the telephone number you called for authorization in this field The Address Tab contains the name and address details of the customer who will be billed for the shipment and the ship to customer information When you enter a customer key on the Order tab these fields are automatically fill
15. eivable or the Item Location file in Inventory as defined in Application Setup in Accounts Receivable Account Number This field contains the general ledger account number of the revenue account to which sales are to be posted The field is available for all line item types except comment The default revenue account may come from the Customer Class Territory or Salesperson files in Accounts Receivable or the Item Location file in Inventory as defined in Application Setup in Accounts Receivable You can change the account if necessary Note If you default the revenue account from the Customer file and change the class of the customer during Sales Order Entry you may want to verify and if necessary manually change the default revenue account on the Line Items tab The revenue account on the Line Items tab is the account that is defined for the Customer Class linked to the customer file Likewise if you change the default territory salesperson or warehouse location from which the item should ship you may also want to manually change the revenue accounts Cost This field contains the unit cost of each line item Whether or not a unit cost is displayed is determined as follows If in Process Options Setup in Accounts Receivable you selected to display the Cost field of each line item you enter in Sales Order Entry then the cost displays here The value which displays last average or standard is dependent on the selection yo
16. field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record You may use the Page Down Page Up Ctrl Home and Ctrl End to navigate the search windows The F3 function key will copy information from the Beginning field to the Ending Field Print Destination Window Prints the report to a Crystal Reports screen Option Listing 23 Printer Prints the report to the default printer specified in Windows Printer Setup Disk Exports the report to a specified file type Microsoft export DLL Files are required to use this options these files can be obtained through INDUSTRIOS technical support Option Listing Tool Bar Print This button allows you to print the report to the specified print destination Clear This button returns the screen to a blank form New or modified information will be lost if the Save button is not selected before clearing the screen Save This button allows the user to save the parameters for a report After you click on Save a box like the one below will appear x Type a name for the view The parameter set will be recalled using this name in the future D emo Golf Components Type in the name you wish to give this set of parameters and press the OK button Exit This button shuts down the current screen and the program returns to the Main Menu
17. from the maintenance table Find Ctrl F Allows the user to search through the valid Overhead Keys Enter a search value and then select the specific key The selected key will be displayed on the screen First F5 Displays the beginning record in the maintenance table Previous F6 Moves to the preceding record in the maintenance table Next F7 Moves to the subsequent record in the maintenance table Last F8 Displays the ending record in the maintenance table Exit This button shuts down the current screen and the program returns to the Main Menu Option Maintenance 22 Option Listing Option Listing Overview The Option Listing will print a listing of the optional components entered into Option Maintenance for the Assembly ha Option Listing Report 210 x Assembly Key Print Destination Beginning Window 2l C Printer Ending LI Disk Clear Save Exit DAVE TEST Z Assembly Item Range The user may specify a range of Assembly Items The magnifying glass icon located to the right of the Range fields will allow the user to search the valid records The user may search for a specific record by pressing the icon entering part or all of the value in the Search Value box and then pressing the lt ENTER gt key Once the desired record is highlighted press lt ENTER gt or the select button The value will be inserted into the entry field If the Beginning
18. he lookup The list of location keys in the lookup comes from the location keys defined in Inventory This field contains the location key for the warehouse from which the items that are included in the shipment should be selected If you enter a default item location the location will be automatically filled in for you in the Location field on the Line Items tab for each inventory item You may override the default location but your order may be affected since the pricing of Inventory items may differ from location to location Ship Via Key If you want to select a different ship via key choose one from the lookup The list of ship via keys in the lookup comes from the ship via keys defined in Accounts Receivable Sales Order Entry e 11 Payment Tab Territory Key This field contains the territory key of the territory to be credited with the sale If you want to select a different territory key choose one from the lookup The list of territory keys in the lookup comes from the territory keys defined in Accounts Receivable The Payment tab allows you to enter all payment receipt information including credit card details for prepaid orders Receipt Number If the sales order involves a prepayment or deposit this field contains the document number such as check or money order number This is a required field if a receipt amount or receipt date is entered Note Receipt information is distributed to Sage PFW AR when the orders ar
19. hing in the top level BOM without exploding any sub assembly detail A level of 99 would contain all levels of all sub assemblies Quantity This is the quantity of assemblies that you want to release to production The assembly quantity determines the quantity of components to be pulled from stock Work Order Report e 25 Work Order Report If a transaction has been posted the user can use the Work Order Number report which pulls directly from the detail screen in Transaction Processing If you change quantities or delete components from the bom s using the detail screen the changes will show up on your Work Order report Work Order The user may specify a range of Work Order Numbers The magnifying glass icon located to the right of the Range fields will allow the user to search the valid records The user may search for a specific record by pressing the icon entering part or all of the value in the Search Value box and then pressing the lt ENTER gt key Once the desired record is highlighted press lt ENTER gt or the select button The value will be inserted into the entry field If the Beginning field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record Filters Open Orders This option will print all open orders that fit in the specified range Unprinted This opt
20. his screen displays the standard bill of material as entered into the Bill of Materials Processor Maintenance Entry Screen You may modify the BOM by adding new items deleting items changing quantities and changing the component price You may also enter new components based on the optional items entered into the Option Maintenance table Note To get to this screen first open up the main BOM Configurator Sales Order Entry screen Then go to the line items tab and bring in an Item Key that is an assembly Location and Quantity At the Bottom Left hand side of the screen you should see Assembly Item Interfaced if you have entered a valid assembly Then click on the button with the pencil icon on it It will be at the top left side of the screen Then you can click on the individual components you want to make substitutions for When you use the zoom key here it will use the Option Maintenance table or all items with the same item class depending on which option you have selected in the System Defaults program Entering an Optional Item 1 2 3 Click on the Component that you wish to change to an optional item Click on the Magnifying glass Select one of the Optional Items This lookup displays the Optional Items entered on the Option Maintenance screen The selected Item and new price will be displayed as a component key When you exit this screen you will be prompted to calculate the new Assembly price based on the mo
21. ion will print all unprinted orders that fit in the specified range Print Destination Window Prints the report to a Crystal Reports screen Printer Prints the report to the default printer specified in Windows Printer Setup Disk Exports the report to a specified file type Microsoft export DLL Files are required to use this options these files can be obtained through INDUSTRIOS technical support Description From This field allows the user to print the component description from the Item Master description or the Comment field from the Transaction Processing Detail screen Data Menu Purged Data Work Order Report e 26 This option allows the user to report on data that has been purged into the BOMPHIST MDB history database Utilities Menu Notes Allows the user to include custom free form notes on the report The notes will only be printed on this report and will not be saved Standard Text should be used if the same note will be entered repetitively Work Order Report Tool Bar Print This button allows you to print the report to the specified print destination Clear This button returns the screen to a blank form New or modified information will be lost if the Save button is not selected before clearing the screen Exit This button shuts down the current screen and the program returns to the Main Menu Work Order Report e 27 BOMP Interface BOMP Interface Overview BOM Configurator will interface to
22. k order is printed and posted in Print and Post Sales Orders gt Bp Back Order Invoice Printed Not Posted Assigned by the system when an invoice is printed for a back order in Print and Post Invoices gt C Cancelled Manually entered during Sales Order Entry if you wish to cancel the order You must then use the Purge Completed Orders option to remove the order from the system and reverse any inventory quantities or currency amounts gt S Fully Shipped Assigned by the system in Print and Post Invoices once an order has been shipped in full gt QN Quote Not Posted Manually entered during Sales Order Entry if you wish to print a quote gt QP Quote Printed and Posted Assigned by the system when a quote is printed and posted in Print and Post Sales Orders The default is NN New Order Not Posted Changing the Order Status Assign QN to all quotes If you are modifying an order do not change the order status The status will automatically remain the same when the order is saved unless the order has been cancelled You may manually change the status of any order but remember that the new status may exclude the order from further printing or posting If you want to manually cancel a sales order change the status to C Terms Key This field is defaulted to the terms key for the terms of sale which apply to the selected customer for this order To change the terms key select one from the zoom window Sales Order
23. nd listing reports The only field that is utilized by standard text items is the Component Item field The other fields may be entered but they are ignored by the system For more information on Standard Text Codes please refer to the Bill of Materials Processor Manual BOM Configurator System Defaults Overview BOM Configurator System Defaults 19 ks BOM Configurator System Defaults File Edit Help Hex load A 2 x Lookup Component Using Options Table item Clas Receeecervesee This is where you select whether the items in the options maintenance table or all items of the same class will be brought up when you zoom for replacement items in the Sales Order Entry program To use simply make your selection and then press the save button Options Table If this option is selected then only the items set up in your options maintenance table will be shown for possible substitution in the Sales Order Entry program Item Class If this option is selected then all items of the same class in your company will be shown for possible substitution in the Sales Order Entry program BOM Configurator System Defaults e 20 Option Maintenance Option Maintenance Overview z BEE E The Option Table allows you to setup replacement features for inventory items The user may then easily replace BOM component items with an item from the option list Component Key Select the invent
24. nnnnnnnnnnnnonnnnnnnononnnnnnonnnnnnnnnonnns 28 How Transaction Entry Fields are populated ss 28 Getting Started Getting Started Overview You should have a basic knowledge of the Windows environment and procedures including using Windows Explorer You should also have a complete understanding of your system setup including all hardware network and software configurations The following is a list of items you should know complete and understand before installing our programs v Y This software is subject to the terms and conditions detailed in the license agreement which is included as part of the software installation Pre sale support for the evaluation software and technical support for users with a support contract is available through 866 275 9028 This software is installed as an evaluation version which will expire 1 month after installation To continue using the programs beyond that time you need to receive an unlock code registered users or purchase it from your Sage PFW reseller You must install the version of our software that is compatible with your Sage PFW Please contact technical support if you are unsure if you have the correct version of our software Before you begin the installation and use of this program you should have in depth knowledge of your Sage PFW Software Pervasive Software Corporation s database engine must be setup and configured properly befor
25. nt detail is generated from the information entered into the BOM detail screen Complete The transactions are imported with the complete option selected BOMP Interface e 29 2007 IndustriOS Software Inc BOMP Interface 30
26. ory item that you want to assign an optional item You may setup an unlimited number of optional items to each component All optional items must be valid Sage PFW inventory items Feature Component Select the inventory item that may be used as a substitute for the selected Component Key Price Enter the price for the Feature Item that you selected Scroll Bar Displays the first record in the maintenance table Moves to the previous record in the maintenance table Moves to the next record in the maintenance table Displays the last record in the maintenance table Displays a list of the available records in the maintenance table and allows the user to select a specific record to be displayed on the screen Option Maintenance e 21 Option Maintenance Tool Bar File Menu Save This button must be selected to store new or modified information to the BOMP MDB file New This button returns the screen to a blank form New or modified information will be lost if the Save button is not selected before clearing the screen Delete This button will permanently remove the displayed record from the live file New Ctrl N This option returns the screen to a blank form New or modified information will be lost if the Save button is not selected before clearing the screen Save Ctrl S This option stores new or modified information to the BOMP MDB file Delete This option will permanently remove the displayed record
27. rice record based on the primary or secondary pricing methods defined in Accounts Receivable the base price override or price break set up in the Price Matrix file is applied to the base price of the item If no price record is located the base price defined in Inventory is used for the unit price If Accounts Receivable is not interfaced to Inventory the unit price comes from the unit price set up for the item in the Item Master Lookup file in System Management The unit price default is reapplied only if gt You change the item key or location gt The unit price is zero and you change the quantity gt You choose the Recalculate Order or Recalculate Price toolbar buttons Qty Remaining If you are entering a new sales order the quantity remaining is usually the same as the quantity ordered therefore click the Qty Rem field after entering the quantity ordered and the field will be filled in for you Disc PCT This field contains the percentage discount that you want to apply to the line item If you enter a discount percentage the line item totals displayed at the bottom of the tab are adjusted to reflect the discount Sales Order Entry e 15 Tax This field contains the tax key for this line item This field is available for all line item types except comment Each line item may have a different tax key Taxes are calculated per line item not for the order total The tax rate key comes from the Customer file in Accounts Rec
28. s on the order will be shipped Using the lookup may change the ship to key When a ship to key is entered other fields are automatically filled in with the defaults for the ship to key you selected To use the information related to the ship to key instead of the customer key re select the ship to key in the Ship to Key field Sales Order Number This is the unique five digit alphanumeric number assigned to the order that you are creating or modifying If this is a new order the next available order number is assigned when you save the order You may enter an order number however the auto numbering file in Sage PFW s Accounts Receivable will not be updated therefore duplicate order numbers could be created Using an alpha character in order numbers that are manually assigned will help you avoid duplicate order numbers Sales Order Entry e 7 Sales Order Status The status of the order based on the type of processing that has occurred gt NN New Order Not Posted A new order that has been saved but not posted gt NP New Order Printed and Posted Default Order Status when a new order is printed and posted gt Np New Order Invoice Printed Not Posted Assigned by the system when an invoice is printed in Print and Post Invoices gt BN Back Order Not Posted Assigned by the system when an order is back ordered in Print and Post Invoices gt BP Back Order Printed and Posted Assigned by the system when a bac
29. see BOMP Interface on page 28 Zoom A The magnifying glass will zoom on the available records for the currently selected field Item Key Required Field This field contains the item key for the inventory item being ordered by the customer Enter a valid item key using the lookup Note If AR is interfaced to Inventory the list of items in the lookup comes from the Item Master and Location files in Inventory If AR is not interfaced to Inventory the list of items comes from the Item Master lookup Sales Order Entry 14 Description When a valid item key is entered the description is automatically filled in from Item Master Type the comment or description exactly as you want it to appear on the order or invoice Location Required Field This field contains the location for the warehouse from where the ordered items will be selected This field is only available for inventory items Qty Ordered Type in the number of items that the customer has ordered After entering a quantity in this field the line item totals are automatically calculated by the system and display at the bottom of the screen Unit Price If Sage PFW AR is interfaced with Inventory the system searches for the appropriate unit price using information entered in Accounts Receivable by the pricing methods selected when the customer was set up and pricing records set up in the Price Matrix window If the system locates a p
30. the Bill of Materials Processor if changes have been made to a BOM item or if the Interface to BOMP button is selected on the line item This chapter explains how the transaction is written to the Bill of Materials Processor Remember Once the order is saved all Order changes must be entered in Sage PFW s Sales Order Module and all BOM Changes must be made through the Bill of Materials Processor How Transaction Entry Fields are populated Transaction Number Apply Num The transaction number is created using the order number and the order line the item was entered on The above example was created from order number 00037 and the item was the first item on the order Assembly This field is populated with the Assembly Item displayed on the order Location This field is populated with the Location displayed on the order Responsibility This field is populated with the user name of the user that was logged into the Main Menu screen when the Production Schedule Report was run Quantity This field is populated with the Production Schedule planned quantity Date This field is populated with the order request date Type The Transaction Type is always defaulted to Backflush The user may change the Transaction Type after the transactions are imported into Transaction Entry Please see the BOMP Manual for more information on transaction types BOMP Interface 28 Level The Transaction Level is not used because the compone
31. u specified in Process Options Setup If you are interfaced to Inventory the current cost of the item displays from the Item Location file in Inventory and may vary between warehouse locations Therefore if you change the location key for the line item the cost may also change Likewise if you change the item key the cost may change You may override the cost if you want to If you are not interfaced to Inventory you can enter an estimated cost in the Cost field If you are not interfaced to Inventory and are using the Item Master Lookup the unit cost for the item entered in the Item Master Lookup is filled in for you The unit cost will change if you change the item key Request Date This required field displays the requested ship date of the line item The field is available for inventory and non inventory line items When you enter a new sales order the date you entered in the Requested Delivery Date field on the Order tab is filled in for you on the Line Items tab You may change the date if necessary Sales Order Entry 16 Ship Date This field contains the date the line item will be shipped The field is available for inventory and non inventory line items Note If you are shipping during sales order entry the date you enter in the Ship Date field on the Shipment tab is filled in for you on the Line Items tab You may change the date if necessary Sales Order Entry 17 BOM Details BOM Details Overview T
32. ut Ei aS 19 BOM Configurator System Defaults 19 ONCE We td od tn dae eros e teo le cal 19 Option Maintenance 21 Option Maintenance OVErVIeW ss tement pila aim teintes 21 Component Keyesin aserre iaaeao ae aea iE aa a dant lie lire trier nn tin 21 F ature Component isesi siori nine ni nntittiiinie 21 IPTG Siete eek et Oi RE AE EP o seed EVE EEE 21 Scroll 2 ER did 21 Option Maintenance Tool Bar sise 22 Pill Med 0 ee 22 Option Listing 23 Option Lasting OVerview seine meta ni et le esse E E TOET 23 Assembly Item Rangen nna a E Meta Nes E 23 Print Destinationen rd 23 Option Lasting ToolBar sernir dote ttes aA A A E AA tt ets ee 24 Work Order Report 25 Work Order Report OVervie Wisin tdo 25 Assembly Item Report enee aae eE E E E E EE Ei EEES 25 Assembly t n Ranes ss nt en ara ae a ERa EIEEE Ea ET is 25 OPUONS 22 O 25 WorkK Ord r Report ena enine a reoi AE EAEE dt ester sde E EE EA EE a nt sets 26 Work Order Oe A 26 FUNC EEE A E da 26 Print Destination ccccccccncncncnnnnnnnnnnnnononononononononononononononnnnnnnnnnnonononnnnnnonononnnnnnnnnnononononcnnnnnnnnnnns 26 Description Frodo n es dont rss bte sds its ant 26 Data Menu oiei a a saoi aa aiaa daii aneao idies isasid 26 Utilities Menu anna narra rn nnnnnnnnnnnnnnnnononenininenos 27 Work Order Report Tool Bat rtensia einsi oi arestare n es PES Enae ioia a EENES 27 BOMP Interface 28 BOMP Interface Overview cccccccccccnnnncnnononnnnnnnnnnnnnonononnnnononnnnnnn
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