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REALTIME USER MANUAL

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1. SNO3A CW RALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 05 Oct 04 SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 DESC COMMERCIAL PUMPER 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OPEN A P SELL PRICE COST 153 714 42 153 714 42 153 814 42 GROSS PROFIT 153 714 42 153 714 42 153 814 42 PROFITS 0 00 0 00 0 00 CATEGORY COST 3 500 00 3 500 00 3 500 00 CATEGORY COST A 150 000 00 A 150 000 00 A 150 000 00 CATEGORY COST P 169 42 P 169 42 EXP 100 00 CATEGORY COST W 45 00 W 45 00 P 169 42 CATEGORY COST W 45 00 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER F TEEN Type 1 and ENTER SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 05 Oct 04 SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 DESC COMMERCIAL PUMPER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 AC EON COMPUMP COMMERCIAL PUMPER 1 0 00 06 30 04 INV SK 2 S JAC KID TEST 5 45 00 06 30 04 X10414 3 S MIS 1 MISC PARTS OF THIS 2 50 00 06 30 04 X10414 4 S MIS LADDER 8 foot Ladder 3 90 00 06 30 04 X10414 5 PO EON COST APPARATUS COST FROM 1 150000 00 06 30 04 101116 6 M TEST COST ADJUSTMENT 1 5000 00 06 30 04 7 M TEST COST ADJUSTMENT 1 1500 00 09 30 04 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID 8 eae Type and SNO3A CW REALTIME SOFTWARE CORP S
2. POO2G CW REALTIME SOFTWARE CORP REQ GENERATOR SALES ORDER TO P O 12 Jun 03 0 ENTER PROFILE TO USE NEW DESC EQP ORDER FOR NEW APPARATUS 1 ENTER SITE 01 2 ENTER CATEGORY 3 ENTER MFR CODE 4 ENTER ORDER TYPE NEW 5 ORDERED BY OR REPRINT TOMMY NORFLEET 6 ENTER DATE RANGE TO ENTER S AVE PROFILE TO VOID OR Y TO EXECUTE F PROFILE DATA HAS CHANGED SAVE PROFILE WITH S OPTION To adjust the requisitions type Screen Jump RA at any menu to adjust the requistions that show on the report There will be a different requistion number for each applicable vendor and in this case there were three different vendors so three numbers At the prompt type in the requisition number In this case the requisition 548012 has two line items and we want one to come to the office and the other to go directly to the customer PO04A CW R EQUISITION NO 548012 F EALTIME SOF R TWARI T CORP ry NT E EQUISITION ADJUSTM I 13 Jun 03 Type D for detail line items to adjust one of the items off that will be drop shipped to the customer or that needs to be removed prior to creating a purchase order for other reasons POO4A CW RE
3. POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N OUTSIDE PROCESSING O Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 16 BUYER NAME JOHN DOE 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 18 PROJECT NO 7 HALLS FIRE DEPARTMENT 19 CONFIRMING 8 20 DEPARTMENT 9 8170 KEENEN ROAD 21 SPECIAL INSTRUCTIONS 10 CLINTON 11 NC 12 28328 13 SINGLE MULTIPLE RELEASE DATES S M S 14 PO TYPE AV 15 TERMS NET 30 DAYS ENTER LINE TO CHANGE TO VOID RTN TO CONTINUE POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY SINGLE 13 Jun 03 VENDOR 10709 ALCOLITE VIA BEST WAY DEPT REQUIRED 05 31 03 SPCL SHIP Y INV P O Y PURCHASE ORDER 136858 P O DATE 05 31 03 PRODUCT TOTAL LINE SITE 01 001 QTY ITEM NUMBER DESC UOM COST PG PRICE REFERENCE EE EE FEE DISCOUNT EXTENSION TEXT ENTER LINE TO CHANGE P TO PAGE TO VOID RTN TO CONTINUE After entering the and the if you re not sure of the correct item you can hit or or or to search for the part number After looking up the part the system will bring the part number back to the purchase order If you void out of the search you will return back to the part number prompt and you can At th
4. OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 10560 ORDER NO 345938 NAME NEW APPARATUS SALES i HALLS FIRE DEPT ADDR 1 Be ADDR 2 3 HT CITY 4 10 ST CNTY 5 P ZIP PST 6 COUNTRY T 8 ORDER DATE 06 12 03 14 ORDER TYPE NEW 9 SINGLE MULTIPLE SHIP DATES S M S 15 SHIP VIA COURIER 10 SHIP DATE 06 12 03 CANCEL 16 FOB 11 CUST P O 50 125058 17 SLMN1 INT SLMN2 SLMN2 12 ORDERED BY 18 TERMS 30 NO TICKET 13 SPECIAL INSTRUCTIONS 19 AR CUST 20 STATUS 21 INTERNAL NOTES 22 FREE FREIGHT Enter your salesman number in SLMN2 and then ENTER to continue If you want to make this a future order change Order Type as per the screen below OE03A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 10560 ORDER NO 345943 NAME NEW APPARATUS SALES Ty HALLS FIRE DEPT ADDR 1 24 8 ADDR 2 3 HT CITY 4 10 ST CNTY BP ZIP PST 6 COUNTRY 7 8 ORDER DATE 06 12 03 14 ORDER TYPE FUTURE 9 SINGLE MULTIPLE SHIP DATES S M S 15 SHIP VIA BESTWAY 10 SHIP DATE 06 12 03 CANCEL 16 FOB 11 CUST P O SO 125058 17 SLMN1 INT SLMN2 15 SLMN2 0 12 ORDERED BY 18 TERMS 30 NO TICKET 13 SPECIAL INSTRUCTIONS 19 AR CUST 20 STATUS 2
5. OE12 CW REALTIME SOFTWARE CORP OPEN ORDER INOUIRY 13 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 1 180 02 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 ORD VAL 14 813 32 PRICE COST START STOP JOB SEQ T DATE EMPL I LAST NAME HOURS EXTENSION EXTENSION TIME TIME COD 001 05 31 03 45 G HIGH 6 00 390 00 96 00 002 TOTALS 6 00 390 00 96 00 P AGE DETAIL S ERVICE M ANIFEST S RIN TO REDISPLAY HEADER ENTER FOR NEXT INVOICE T OTALS D ETAIL LINE Column 3 can be detailed in the same way as discussed above The only difference in Column 3 is that it includes expense amounts linked from Accounts Payable Whatever is in 3EXP is not actually in the gross profit figures on the financials but does show on this inquiry screen for informational purposes to see gross profit including these types of expenses if desired 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OPEN A P SELL PRICE 244 700 00 244 700 00 244 700 00 COST 182 388 40 197 572 48 198 197 48 GROSS PROFIT 62 311 60 47 127 52 46 502 52 PROFITS 25 46 19 26 19 00 Another extremely useful option is to hit T to Print the AVD information to a printer A number of different print options will come up Realtime Software Corporation Page 58 New Appa
6. OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL TERMS 30 0 000 ORD VAL 244 700 00 PRODUCT TOTAL 244 700 00 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT 244 700 00 TAXABLE TAX ORDER LINE CODE RATE TAX AMT 3 FREIGHT y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 ORDER TAX AMOUNT 244700 00 E 0 000 0 00 TOTAL TAX AMOUNT 0 00 ORDER TOTAL 244 700 00 PRODUCT TOTAL INCLUDES BROKEN PKG CHARGES 0 00 TOTAL OTHER MISC ENTER F UTURE DATING H EADER B ILL C ASH LINE TO CHANGE D ETAIL TO VOID B TO POST SPOOL I TO POST PICK S At this point the apparatus S O tied to the part is now committed to a customer and the purchase order is pending receipt of the actual truck If there is a change order the selling price can be changed with Screen Jump OA for Order Adjustments The screens will be similiar to Order Entry There are several ways to see what is happening with the status of a particular fire truck From Inventory Inquiry Screen Jump II you can see what is in inventory both pending and actually received plus who it s sold to what costs are associated with it how much labor has been billed to the setup of the truck and many other vital pieces of information Type the part number you want to
7. POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N T RANSFER O UTSIDE Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 16 BUYER NAME 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 18 PROJECT NO 19 CONFIRMING PART SERIAL 01 n Gl ERIAL NUMBER IS ON HAND IN SIT IS THIS INFORMATION CORRECT Y N Y Enter the remaining information as needed If this is a drop ship to the customer go to line 7 and search the customer s number and select the correct customer You can also type an address manually in lines 7 12 if necessary Realtime Software Corporation Page 37 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N OUTSIDE PROCESSING O Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 16 BUYER NAME JOHN DOE 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 1
8. OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 ORDER NO 345936 NAME HALLS FIRE DEPARTMENT is HALLS FIRE DEPARTMENT ADDR 1 248 ADDR 2 8170 KEENEN ROAD 3 H T 8170 KEENEN ROAD CITY CLINTON 4 I O CLINTON ST CNTY NC 5 P NC ZIP PST 28328 6 28328 COUNTRY 7 8 ORDER DATE 06 12 03 14 ORDER TYPE 9 SINGLE MULTIPLE SHIP DATES S M S 15 SHIP VIA A nen 10 SHIP DATE 12 15 03 CANCEL 16 FOB 11 CUST P O 17 SLMN1 14 SLMN2 18 SLMN2 12 ORDERED BY Ee 18 TERMS 30 NO TICKET 13 SPECIAL INSTRUCTIONS 19 AR CUST 20 BTATUS 21 INTERNAL NOTES 22 FREE FREIGHT ENTER LINE NUMBER TO CHANGE TO VOID OR RTN TO CONTINU Gl Type 01 for site 1 for quantity then part number that customer is purchasing This should be the same part that was entered in the PO when adjusting for the AV PO TYPE the part number on the header screen on the p o after you enter AV at the P O Type OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL SITE W ORD VAL SEQ G QTY ITEM NO ORD GROSS QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM PROFIT SHIP 001 1 COMPUMP TEXT Enter the selling price to the customer and as you
9. ENTER TO CHANGE D ETATL LINE ITEMS VOID OR TO CREATE P O S D POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES NEW APPARATUS SALES CREATE SEQ VENDOR ITEM DESCRIPTION P O QTY 001 10711 KWL 931 S MAGNA FIRE 3000 12V W SWITCH 1 ENTER SEQ S ELECT ALL D ESELECT ALL P AGE TO VOID or Enter The first column will display an to the left of the line item if that line item is going to be part of the purchase order s created If the user enters a line number it will toggle the on and off Note that the order we were using only has 1 line item that needs to be purchased only 1 line item has a quantity to ship less than the quantity ordered If the quantity to ship were 0 on all the line items on the sales order then the first and second screen of the PO would look as follows Also notice how two vendors are linked to this sales order Realtime Software Corporation Page 27 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO N
10. ENTER TO CHANGE D T lt BTAIL LINE ITEMS VOID OR MITOUGRERTEUPJONS WIN The system will then give you a chance to print the purchase order s just created THE FOLLOWING PURCHASE ORDER S HAVE B ENTER P TO PRINT PURCHASE ORDER S T EN CREATED Realtime Software Corporation Page 29 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual The NEW order types can frequently require loose equipment and parts from several different vendors Some users like to enter the loose equipment and parts for just one vendor on the setup order Then they will use PO to create the first purchase order They will then go into OA to adjust the sales order They will then add the loose equipment and parts for the next vendor to the setup order They will then go back into PO and create another PO for that sales order the system ignores the line items that have already been purchased The user may continue this until they are done ordering everything If down the road additional loose equipment needs to be purchased users can keep going into OA and adding lines to the sales order Then they can enter PO to create purchase orders for the incremental line items that are added to the setup order REQUISITION GENERATOR SALES ORDER TO P O This process allows
11. There should just be one order with order type of NEW The order date shows that it is still open Once it s billed it will say COMPLETE under order date SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER SEQ ORDER ORDER DATE SHIP DATE CUSTOMER CUSTOMER NAME O TYPE 001 345943 06 12 03 06 12 03 10560 HALLS FIRE DEPT NEW ENTER C HANGE P AGE PB PAGE BACK SEQ TO SELECT OR TO EXIT New Apparatus Build Manual v2 0 Realtime Software Corporation Page 60 Realtime Software Corporation New Apparatus Build Manual to review Purchase Orders with AV type They should all show COMPLETE meaning they have been received and added to the cost of the apparatus SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER LOCATION HALLS FD CONDITION CODE DEMO FLAG FLOORPLAN ITEM DUE DATE WARRANTY EXP DATE VENDOR INVOICE PAYMENT FLAG EXTENDED WARR Y N AMOUNT PAID EXT WARR CONTRACT CHECK NUMBER CHK DATE INSTALL DATE
12. SEQ ORDER P O DATE COMPLETE VENDOR VENDOR NAME TYPE 001 136850 05 31 03 COMPLETE 10194 EMERGENCY ONE INC AV 002 136858 05 31 03 COMPLETE 10709 ALCOLITE AV 003 136860 06 13 03 COMPLETE 10020 AKRON BRASS COMPANY AV ENTER C HANGE P AGE PB PAGE BACK SEQ TO SELECT OR TO EXIT The New Apparatus Internal Setup Order must be billed first before billing the customer for the apparatus If it is not billed first then the cost in that order will not be added to the value of the apparatus and your gross profit figures will be incorrect All time must be posted for the technician and all loose equipment and parts entered on the order Type Screen Jump OA to review the order and bill Type the order number at the prompt then type Y to acknowledge P O links Realtime Software Corporation Page 61 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES HALLS FIRE DEPT ADDR 1 92 8 ADDR 2 3 HT CITY 4 10 ST CNTY 5 P ZIP PST 6 COUNTRY 7 SINGLE MULTIPLE SHIP DATES S M S 8 ORDER DATE 06 12 03 9 SHIP DATE 06 12 03 CANCEL 14
13. Realtime Software Corporation Page 4 New Apparatus Build Manual v2 0 fi P Realtime Software Corporation New Apparatus Build Manual C SALES ORDER RECEIVED FROM VENDOR 1 ADJUST APPARATUS INTO INVENTORY As soon as you receive the S O from the vendor an on hand serial number record in Realtime will need to be created with 0 cost inventory WIP value Type Screen Jump IA at any menu to get to Inventory Adjustments program Now that you have the S O you can enter the apparatus into inventory at zero cost waiting for the unit to be delivered to you The purpose for entering into inventory in this way is so that the equipment and labor that is sold with the truck as a package price can be linked to this apparatus with the S O You will also be able to track other costs to this S O through Accounts Payable Type 01 in SITE 1 in QTY then type the part number for the apparatus you want to use If you have cross referenced all apparatus records with the word APPARATUS in Inventory Maintenance then you can simple enter APPARATUS then ENTER to see the choices INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER SI SITE 01 NO QTY ITEM DESCRIPTION UOM UNIT PRICE UNIT COST CODE DATE D N 001 1 APPARATUS
14. DOCUMENT ENTER LINE TO CHANGE P TO PAGE TO VOID TO POST INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN XREF NUMBER APPARATUS SEQ INVENTORY NUMBER DESCRIPTION UNIT PRICE AVLO1 AVLO2 AVLO3 1 EON ALAD AERIAL LADDER 0 00 0 2 EON APLAT AERIAL PLATFORM 0 00 1 3 EON ATT ATTACK 0 00 0 4 EON BSKY BRONTO SKYLIFT 0 00 0 5 EON COMPUMP COMM PUMPER 0 00 4 6 EON CUSPUMP CUSTOM PUMPER 0 00 0 7 EONTHRESC HEAVY RESCUE 0 00 0 8 RON LRESC LIGHT RESCUE 0 00 1 9 EON RESPUMP RESCUE PUMPER 0 00 0 10 EON TANK TANKER 0 00 0 ENTER P AGE PB PAGE BACK SEQ TO SELECT OR TO EXIT p Realtime Software Corporation Page 5 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual If you entered the word APPARATUS select the sequence number to the left that you want If you already know the apparatus part number you do not need to go through the search process above Just type COMPUMP or applicable at the item line instead of APPARATUS If you want to see all records that being with EON you can enter EON The cost will default to zero and you ALWAYS WANT THIS TO BE ZE
15. DR DRH DEMO REQUEST SB SRVC BULL DH DEMO HIST S OLD TO C P CURR PREV USER Q UOTES O RDER S 1 NVOICE S AP A DDL DI INVOICE OI ORDER T EXT PO POR PO RCPTS RIN NEXT SERIAL Realtime Software Corporation Page 18 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual C SALES ORDER RECEIVED FROM VENDOR 5 ENTER INTERNAL EQUIPMENT ORDER SOLD WITH APPARATUS An internal order can be entered with all the loose equipment that has been sold as a package with the apparatus Because of the long period of time between ordering a truck and receiving it from a vendor this setup order can track all the additional items that will need to be ordered at some point prior to the truck arriving for setup installation This setup order will be linked to the SO serial when it comes time to actually order the loose equipment You have the option of selling the items on this order at cost or a mark up from cost to the Apparatus Sales Department by assigning cost plus pricing rules to the internal customer used for this type of order Otherwise it will price at your regular customer selling price Type Screen Jump OE at any menu to enter the internal setup order Select the customer for New Apparatus Sales This will be a special account set up just for New Apparatus Setup Orders OE
16. 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD 244 700 00 ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL SITE 01 GM 0 00 MSRP SL ORD VAL 0 00 REM GP 0 00 SL DISC 0 00 COST EXT 0 00 SEQ G QTY ITEM NO ORD GROSS QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM MARGINS SHIP 0 00000 001 1 EON COMPUMP EA 0 010 1 244700 00000 244 700 00 COMM PUMPER SUBTOTAL TEXT 1HTWCADR93J069046 SERIAL PAGE BAL 0 125058 SI LOCATN ON HAND COMM AVAIL O O DROP 01 10 7 3 22 10 7 3 22 0 ENT ER SN FOR S N INQUIRY OR SH FOR S N HIST INQUIRY New Apparatus Build Manual v2 0 Realtime Software Corporation Page 66 Realtime Software Corporation New Apparatus Build Manual Verify correct tax If you haven t printed a final pick ticket type I Then return to Screen Jump OA and type T at the first screen to return to this final screen Then to bill the customer s order You will then be prompted to ENTER to print the invoice and OEO7A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL TERMS 30 0 000 ORD VAL PRODUCT TOTAL 244 700 00 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT TAXABLE TAX ORDER LINE CODE RATE 3 FREIGHT Y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 ORDER TAX AMOUNT 244700 00 E 0 000 TOTAL TAX AMOUNT 0 00
17. UPS GROUND DEPARTMEN SPECIAL S T CODE HIP TO HALLS FIRE DEPT 8170 KEEN EN ROAD CLINTON TERMS NET 30 DAYS New Apparatus Build Manual v2 0 Realtime Software Corporation Page 35 Realtime Software Corporation New Apparatus Build Manual D ORDERING EQUIPMENT FOR APPARATUS 3 MISC PURCHASE ORDER ENTRY WITH AV PO TYPE There is another option for linking parts and loose equipment to the cost of a new apparatus besides the New Apparatus Internal Setup Order discussed previously If you have miscellaneous items that need to be ordered in addition to what was entered on the internal setup order you can enter a separate purchase order and tie the purchase order to the S O with the PO TYPE If you want a mark up you must use the New Apparatus Internal Order When the product is received in on the purchase order it will be done the same way as described in the following Section D 1 for receiving a purchase ordered item Type Screen Jump PE at any menu for purchase order entry type vendor number or search NAME Enter through fields until line 14 and POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 06 13 03 3 INVENTORY
18. 0 ENTER S ITE DISC X REF SA LES IO ORDERS IH HISTORY PI INVOICES SN S N S ON HAND I NDEX N EXT P REVIOUS RIN FOR ITEM O PTIONS IH Type IH and ENTER ICO6A CW REALTIME SOFTWARE CORP INVENTORY HISTORY DISPLAY 05 Oct 04 PART NUMBER EON 120555 AXE SHIELD HOLDER UOM EA INVENTORY HISTORY SUMMARY GROSS USAGE JAN FEB MAR APR MAY JUN TOT LYR JUL AUG SEP OCT NOV DEC 0 JAN FEB MAR APR MAY JUN TOT YTD JUL AUG SEP OCT NOV DEC 0 O H TRANS TYPE SI DATE ACTUAL AFTER LOCATION DOCUMENT SERIAL BIN LOT QTY S N ATTACH 01 10 05 04 1 1 LAJ ENTER P TO PAGE PB TO PAGE BACK C HOICES OR RTN FOR NEXT PART END OF HISTORY New Apparatus Build Manual v2 0 Realtime Software Corporation Page 53 Realtime Software Corporation New Apparatus Build Manual F ADDITIONAL INFORMATION 4 INQUIRY FOR WORK IN PROCESS AND RELATED COSTS All costs for a new apparatus can be tracked and viewed at any time after the apparatus part number and corresponding S O have been adjusted into inventory Section B 1 of The system tracks the cost of the apparatus from the manufacturer on the original purchase order the cost of the equipment both installed and loose the cost of the labor and parts used and the cost tracked through Accounts Payable It also shows projected gross profit Type Screen Jump SI and enter the S O when prompted Then type AVD to view the detail screen for apparatus Below is an ex
19. 1 you will need to fill in some kind of note OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 12 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES 1 HALLS FIRE DEPT ADDR 1 2 S 1 REPAIR 1 SERVICE COMMENTS COMPLAINT Text Window Edit New Apparatus Build Manual v2 0 Realtime Software Corporation Page 24 Realtime Software Corporation New Apparatus Build Manual Continue to ENTER through the screens until you reach the detail screen with the loose equipment that is being sold with the apparatus If you need to add or change anything you can do it from this screen Each line item will ask for a repair number This repair number is used to segregate different types of jobs that are being done on the order For now you can just enter repair 1 for each one OEO7A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 12 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 44 003 29 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 SITE 01 ORD VAL 1 245 86 REM SEQ QTY ITEM NO ORD QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM SHIP 001 1 KWL 931 S EA 0 580 58000 0 00 RPR 1 AGNA FIRE 3000 12VOLT BIN 002 1 ALC PEL 24 EA T 368 28000 368 28 RPR 1 PUMPER LADDER 22 SEC 24 BIN 003 1 ALC PRL 14 EA 1 172 260000 172 26 RPR 1 PUMPER ROOF LADDER 14 3 LONG BIN 004 1 ALC FL 10 EA
20. 18 PROJECT NO T 19 CONFIRMING 8 20 DEPARTMENT 9 21 SPECIAL INSTRUCTIONS 10 COMMERCIAL PUMPER gt ce HALLS FIRE DEPT 12 13 SINGLE MULTIPLE RELEASE DATES S M S 14 PO TYPE 15 TERMS NET 10 DAYS ENTER LINE TO CHANGE TO VOID RTN TO CONTINUI Gl Realtime Software Corporation Page 2 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual Note at this point we are skipping past the PO TYPE field Once the vendor provides the SO Number serial number that will be assigned to the Apparatus we will adjust this purchase order to be an Added Value purchase order Added value Purchase Orders can only be entered if they link to a valid On Hand serial number record Since no serial number exists for this truck yet we can t make this an Added Value P O yet We are now in the line item section of the purchase order Type 01 for the site Then type 1 for quantity COST for the special part number used just for apparatus Purchase Orders and the purchase price from the vendor You can also type additional information in the text field such as aerial ladder bronto skylift commercial pumper etc Note all Apparatus Purchase Order records should use the part number EON COST POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY SINGLE 12 Jun 03 VENDOR 10194 EMERGENCY ONE INC VIA BEST
21. 3 10095 24 06 12 03 345943 7 S AKR 3433 HI RISER MONITOR 1 2583 26 06 12 03 345943 8 PO AKR 1702 TURBOJET 1 W PISTOL 1 370 76 06 13 03 136860 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID N You can look further into the setup order from the options listed at the bottom of this screen Type L for labor and you will see the technician s time posted to this job New Apparatus Build Manual v2 0 Realtime Software Corporation Page 57 Realtime Software Corporation New Apparatus Build Manual OE12 CW REALTIME SOFTWARE CORP OPEN ORDER INQUIRY 13 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES HALLS FIRE DEPT ADDR 1 S ADDR 2 H T CITY IO ST CNTY P ZIP PST COUNTRY ORDERED BY ORDER DATE 06 12 03 TERMS 30 TECH SINGLE MULTIPLE SHIP DATES S M S ORDER TYPE NEW STAT O SHIP DATE 06 12 03 SHIP VIA BESTWAY CUST P O SO 125058 FOB SPECIAL INSTRUCTIONS SLMN1 INT SLMN2 15 SLMN2 0 OVERRIDE LINE ITEM TAX CD QUOTE P O 136853 A R CUSTOMER S ERVICE L ABOR M ANIFEST U SER HIST ORDER STATUS O ENTER FOR NEXT ORDER PI PO TO PAGE INSTRUCTIONS ORDER NOTES D ETAIL LINES T OTALS RTN FOR NEXT ORDER O THER HEADER INFORMATION L
22. 7 IL 60674 4566 8 9 REQUISITION DATE 06 12 03 10 EFFECTIVE DATE 06 12 03 11 DATE REQUIRED 06 19 03 PRODUCT TOTAL 9 177 48 20 DISCOUNT S 21 FREIGHT 22 MISC 23 TAX ORDER TOTAL 9 177 48 ENTER LINE D ETAIL C ONVERT TO P O D REQUISITION ADJUSTMENT 13 Jun 03 INV P O Y 12 SHIP VIA UPS GROUND 13 DEPARTMENT CODE DS 11ED7 SPECIAL SHIP TO 14 CW WILLIAMS 15 P 0 Box 7757 16 501 Instrument Drive 17 Rocky Mount 18 NC 19 27804 EL E E VOID TO POST New Apparatus Build Manual v2 0 Realtime Software Corporation Page 32 Realtime Software Corporation New Apparatus Build Manual Type P for regular Purchase Order POO4A CW REALTIME SOFTWARE CORP REQUISITION ADJUSTMENT 13 Jun 03 REQUISITION NO 548012 INV P O Y 1 VENDOR 10020 12 SHIP VIA UPS GROUND 2 VENDOR SELECTION P A K P 13 DEPARTMENT CODE DS 11ED7 3 AKRON BRASS COMPANY SPECIAL SHIP TO 4 135 S LASALLE ST DEPT 4566 14 CW WILLIAMS Di 15 P O Box 7757 6 CHICAGO 16 501 Instrument Drive 7 IL 60674 4566 17 Rocky Mount 8 18 NC 9 REQUISITION DATE 06 12 03 19 27804 10 EFFECTIVE DATE 06 12 03 11 DATE REQUIRED 06 19 03 PRODUCT TOTAL 9 177 48 20 DISCOUNT 21 FREIGHT 22 MISC 23 TAX ORDER TOTAL 9 177 48 ENTER B FOR REGULAR P O OR T FOR TRANSFER P
23. ACQUISITION COST 0 00 SERVICE ORDER COMMENTS ADDED VALUE 182 759 16 TOTAL COST 182 759 16 SERV ORD S Y SERV BLTN S N LAST SERV ORD HR MTR READING DATE PARENT P O NUMBER SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE AV AVD ADDED VALUE DR DRH DEMO REQUEST SB SRVC BULL DH DEMO HIST S OLD TO C P C A DDL DI INVOICI RR PREV USER Q UOTES O RDER S I NVOICE S AP OI ORDER T EXT PO POR PO RCPTS RTN NEXT SERIAL PO AGG The first PO listed will be for the apparatus itself If the PO has been received it will say COMPLETE If there is an open PO that has not been received the COMPLETE column will be blank You do not want any open PO s when billing the customer for this apparatus If you bill the customer s order then later when you try to receive in an AV type of PO it will tell you the serial is not on hand and it will not allow you to receive it in linked to that S O You would have to go to PA and adjust the purchase order to take off the AV so you can receive it in Then you would have to bill it out some other way through internal or aftersale SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER
24. COMPUMP EA 0 00000 0 00000 SK 05 31 03 COMM PUMPER SERIAL PAGE SERIAL NUMBER ENTER LINE TO CHANGE P TO PAGE TO VOID TO POST When you hit ENTER you will see the balance go to zero and the serial number you typed in If this is correct ENTER to finish If this is incorrect type the serial number showing on the right and it will ask if you want to delete Type Y and the balance will go back to 1 and you will then enter the correct serial Make sure you have the correct S O when entering this into the system for the first time Realti t tion P New Apparatus Build Manual v2 0 ale Solar Corporanon Paret Realtime Software Corporation New Apparatus Build Manual INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER SI SITE 01 NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N 001 1 EON COMPUMP EA 0 00000 0 00000 SK 05 31 03 COMM PUMPER SERIAL PAGE SERIAL NUMBER ENTER LINE TO CHANGE P TO PAGE TO VOID TO POST Balance must be zero to post It will warn you if you try and post without entering the S O in the serial field If you have made a mistake y
25. DESC COMM PUMPER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 A ADD A P 10237 383661 1 200 00 06 13 03 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID 1 EE To see the GL account used and the description type A and ENTER AP15E CW REALTIME SOFTWARE CORP A P INVOICE INQUIRY 13 Jun 03 VENDOR NO 10237 FOX INTERNATIONAL CONTACT TITLE PHONE ACCT AT VENDOR P O NUMBER INVOICE NO 383661 RECEIVER NUMBER INVOICE DATE 06 13 03 INVOICE AMOUNT 200 00 AMOUNT PAID TAX AMOUNT NET BALANCE 200 00 DISCOUNTABLE AMT 200 00 DISCOUNT TAKEN TERMS DISCOUNT 0 00 DISCOUNT LOST NET AMOUNT 200 00 DISCOUNT BALANCE 0 00 DISCOUNT DATE 06 13 03 PGM SOURCE APO3A DUE DATE 07 13 03 DESCRIPTION TRANSACTION DATE 06 13 03 HOLD STATUS ENTERED DATE 06 13 03 1099 INVOICE LAST PAY DATE ORIG VENDOR ORIG TRAN DATE ORIG INVOICE OPEN A P ENTER S ERIAL S SP SERIAL S PAID A CCOUNT DISTRIBUTION 1 TEMS PH PAYMENT HISTORY OR RTN FOR NEXT INVOICE A New Apparatus Build Manual v2 0 Realtime Software Corporation Page 47 Realtime Software Corporation New Apparatus Build Manual AP15E CW REALTIME SOFTWARE CORP A P INVOICE INQUIRY 13 Jun 03 VENDOR NO 10237 FOX INTERNATIONAL INVOICE NO 383661 P O NUMBER INVOICE DATE 06 13 03 AMOUNT PAID INVOICE AMOUNT 200 00 NET BALANCE 200 00 ACCOUNT NUMBER DESCRIPTION AMOUNT 206000 A P REGULAR 200 00 135010
26. ENTER through the line you will be prompted for the serial This will be the S O designated for this customer and again should match what was entered in the PO TYPE of AV earlier Type the S O Notice balance shows 1 until the serial is entered Realtime Software Corporation Page 13 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL SITE 01 ORD VAL SEO G OTY ITEM NO ORD GROSS OTY TO PRICE EXTENSION ORD D DESCRIPTION UOM PROFITS SHIP 001 1 EON COMPUMP EA 0 010 1 244700 00000 244 700 00 COMM PUMPER SUBTOTAL TEXT SERIAL PAGE SI LOCATN ON HAND COMM AVAIL 0 0 DROP 01 10 6 4 22 10 6 4 22 0 ENTER SN FOR S N INQUIRY OR SH FOR S N HIST INQUIRY After the serial is entered the balance shows 0 Make sure it shows zero That confirms that you have reserved this S O for this particular customer and no one else can select it OE03A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL SITE 01 ORD VAL SEO G
27. INVENTORY APPARATUS 200 00 ADD INBOUND FRT TRK FOR HALLS FD EON COMPUMP 125058 ENTER FOR NEXT INVOICE P TO PAGE ACCOUNT NUMBERS S ERIAL S SP SERIAL S PAID RTN TO REDISPLAY HEADER Realtime Software Corporation Page 48 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual F ADDITIONAL INFORMATION 2 ADDED VALUE SERIAL NUMBER ADJUSTMENT At times it may be necessary to adjust the cost of the apparatus This may occur as a result of a receiving error mis applied a p invoices etc The apparatus value can be adjusted for these types of items using a serial charge in the Serial Number Adjustments program menu SSNO2 choice 4 Serial charges are user defined in Serial Number Background Table Maintenance Each charge code contains a brief description cost category and a g l account used to offset the amount of the adjustment Type the site number the apparatus is in and SNO2D CW REALTIME SOFTWARE CORP SERIAL ADJUSTMENTS 05 Oct 04 SITE 01 NO QTY SERIAL CHARGE CODE UNIT COST CODE DATE A R DOCUMENT Type in data and ENTER thru prompts as follows Qty quantity of charges being entered normally 1 Serial Charge Code Code from user defined list Unit Cost amount of charge adjustment Code SN NO ENTRY SYSTEM ASSIGNED Date defaults t
28. LES IO ORDERS IH HISTORY PI INVOICES SN S N S ON HAND I NDEX N EXT P REVIOUS RTN FOR ITEM O PTIONS SN You can then see the S O s serial number and related information Notice how the location column shows who a unit is sold to The order number is the customer s sales order that was just entered The column S and O to the left of LOCATION shows Y if a service order is open You can then select the sequence number on the left to see even more detail with this S O INO3I CW REALTIME SOFTWARE CORP ON HAND SERIAL INQUIRY 12 Jun 03 ITEM NUMBER EON COMPUMP COMM PUMPER STOCK UOM EA SITE ALL ON HAND 10 AVAIL 3 SERIAL TOTAL DATE RESRVE RES S SEO NUMBER SI COST RECEIVED ORDER LIN B LOCATION P DUE DATE 1 TEST 01 0 00 05 31 03 2 127232 01 135 315 00 04 23 03 345499 001 EVANS CR 3 126497 01 0 00 04 30 03 345698 001 DEMO 10 26 03 4 126470 01 0 00 04 23 03 345496 001 Y CCDF VFD 5 126467 01 120 491 00 03 13 03 DEMO 03 05 03 6 126466 01 0 00 04 24 03 345531 001 Y PATTERSO F 05 09 03 7 126465 01 107 629 00 04 16 03 345577 001 BAY TREE F 04 30 03 8 126464 01 109 648 00 04 04 03 DEMO 9 126461 01 129 652 00 04 04 03 345579 001 Y ABINGDON 10 126460 01 152 579 37 03 13 03 Y BLACK CR 09 01 03 12 123456 01 0 00 05 31 03 CUST SOL
29. O P T P Note the Purchase Order number automatically created Type I to print or ENTER to finish In most cases you will want to print fax or e mail to the vendor REQUISITION NO 548012 INV P O Y 1 VENDOR 10020 12 SHIP VIA UPS GROUND 2 VENDOR SELECTION P A K P 13 DEPARTMENT CODE DS 11ED7 3 AKRON BRASS COMPANY SPECIAL SHIP TO 4 135 S LASALLE ST DEPT 4566 14 CW WILLIAMS ae 15 P 0 Box 7757 6 CHICAGO 16 501 Instrument Drive 7 IL 60674 4566 17 Rocky Mount 8 18 NC 9 REQUISITION DATE 06 12 03 19 27804 10 EFFECTIVE DATE 06 12 03 11 DATE REQUIRED 06 19 03 PRODUCT TOTAL 9 177 48 PURCHASE ORDER 136853 HAS BEEN CREATED ENTER I TO PRINT OR ANY OTHER KEY F On the requisition report there may be more requisitions numbers that need to be converted to PO s Type Screen Jump RA at the menu then C to convert to PO as shown above for each one Then you can go back to RC to run the requisition generator again to pick up the line item that you removed from the first requisition so it could be drop shipped to the customer A new requistion number will be assigned Type Screen Jump RA to convert the last requisition for New Apparatus Internal Orders Type the new requistion number at the prompt If you want to change the ship to address Select lines 14 19 to change the ship to information for the ve
30. ORDER TOTAL 244 700 00 ENTER F UTURE DATING LINE H EADER BILL C ASH D ETAIL M MIN ORDER CHECK TO VOID S TO POST SPOOL I TO POST PICK 13 Jun 03 244 700 00 244 700 00 244 700 00 TAX AMT 0 00 Write the invoice number on the pick ticket and you are finished with the apparatus sales order BLO3A CW REALTIME SOFTWARE CORP SHIPMENT ENTRY CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL INVOICE 430301 TERMS 30 0 000 ORD VALUE PRODUCT TOTAL 244 700 00 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT TAXABLE TAX ORDER LINE CODE RATE 3 FREIGHT Y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 INVOICE TAX AMOUNT 244700 00 E 0 000 TOTAL TAX AMOUNT 0 00 INVOICE TOTAL 244 700 00 INVOICE 430301 HAS B EN CR KAT ED ANY KEY TO CONTINU E 13 Jun 03 244 700 00 244 700 00 244 700 00 TAX AMT 0 00 New Apparatus Build Manual v2 0 Realtime Software Corporation Page 67
31. ORDER TYPE NEW NOPEN ICKET ORDER IS ATTACHED TO P O 136853 Y TO ACKNOWLEDGE6 Y CHANGES TO SALES ORDER CAN CORRUPT LINKS TO P O At this screen verify that the order type is NEW ENTER twice to get to the detail screen OEO7A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES is HALLS FIRE DEPT ADDR 1 Pee ADDR 2 3 HT CITY 4 L ST CNTY BE ZIP PST 6 COUNTRY Ta SINGLE MULTIPLE SHIP DATES S M S 8 ORDER DATE 06 12 03 13 TERMS 30 NO TICKET 9 SHIP DATE 06 12 03 CANCEL 14 ORDER TYPE NEW OPEN 10 CUST P O SO 125058 15 SHIP VIA BESTWAY 11 ORDERED BY 16 FOB 12 SPECIAL INSTRUCTIONS 17 SLMN1 INT SLMN2 15 SLMN2 0 18 OVERRIDE LINE ITEM TAX CD 19 A R CUSTOMER 20 FREE FREIGHT 21 STATUS O OPEN TICKETS 001 002 003 004 ENTER LINE TO VOID DEL TO DELETE T OTALS CAN TO CANCEL S TO POST SPOOL I TO POST PICK RTN TO CONTINUE T Make sure the quantities ordered and the quantities to ship are the same That means everything has been received from purchase orders related to this setup order Be sure all items are on the setup order that need to be and that the pricing is correct Make sure the labor amount is
32. WAY DEPT REQUIRED 05 31 03 SPCL SHIP N INV P O Y PURCHASE ORDER 136850 P O DATE 05 31 03 PRODUCT TOTAL LINE SITE 01 001 QTY ITEM NUMBER DESC UOM COST PG PRICE REFERENCE 1 EON COST EA 0 00000 10 82000 00000 APPARATUS COST FROM MFR DISCOUNT EXTENSION 182000 00000 001 EA 182000 00000 182000 00 LINE TO CHANGE N OT COMPLETE T Z EADER P AGE TO VOID RTN TO CONTINUE Realtime Software Corporation Page 3 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual ENTER to continue then type I to print and ENTER at the printer prompt for PO s You then have the printed Purchase Order to send to the manufacturer Nothing else will be done with this order until the Sales Shop Order number is received from the vendor for this particular truck POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 12 Jun 03 VENDOR 10194 EMERGENCY ONE INC VIA BEST WAY DEPT LAST SITE 01 REQUIRED 05 31 03 SPCL SHIP N INV P O Y PURCHASE ORDER 136850 P O DATE 05 31 03 PRODUCT TOTAL 182 000 00 1 DISCOUNT 3 S 2 FREIGHT 3 MISC 4 TAX ORDER TOTAL 182 000 00 ENTER LINE H EADER D ETAIL I POST PRINT TO VOID TO POST P
33. look at INO3H CW REALTIME SOFTWARE CORP INVENTORY INQUIRY 12 Jun 03 ITEM NUMBER COMPUMP Enter ITEM number or DESCRIPTION to search for similar sounding names or 22 4 DESCRIPTION to search for partial EXACT spelling of a Description to see an INDEX of item numbers You have many different choices to inquire listed along the bottom of the screen and even more with O for Options The most common inquiry when looking at apparatus inventory is SN for serial s on hand If you want to see what has been sold along with whats on hand type SH for serial history Realtime Software Corporation Page 16 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual INO3H CW REALTIME SOFTWARE CORP INVENTORY INQUIRY 12 Jun 03 ITEM NUMBER EON COMPUMP DESCRIPTION COMM PUMPER PROD GROUP 10 CATEGORY COMMODITY A WEIGHT STOCK UO EA TYPE POR PKG QTY PRICE 0 00000 STATUS LAST DATE 03 13 03 COST 0 00000 ABC CLASS INACTIVE FLAG SRP 0 00000 PC CATALOG PRIMARY VENDOR 10194 LAST COST 0 00000 REPLACED BY PRICE DISC CODE EON PRICE CALC CODE EON NLA FLAG DATE FUTURE TRNSFR QTY QTY SI LOCATN ON HAND CO AVAIL 0 0 DROP ORDER QTY YTD LYR 01 10 7 3 5 0 0 3 10 7 3 5 0 0 0 3 0 ENTER S ITE DISC X REF SA
34. not for apparatus sales then select Line 6 and ENTER over to the Tax Code and change to the exempt tax code OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL TERMS 30 0 000 ORD VAL 244 700 00 PRODUCT TOTAL 244 700 00 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT 244 700 00 TAXABLE TAX ORDER LINE CODE RATE TAX AMT 3 FREIGHT Y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 ORDER TAX AMOUNT 244700 00 T 7 000 17129 00 TOTAL TAX AMOUNT 17 129 00 ORDER TOTAL 261 829 00 PRODUCT TOTAL INCLUDES BROKEN PKG CHARGES 0 00 TOTAL OTHER MISC ENTER F UTURI F DATING H EADER B ILL C ASH LINE TO CHANG D ETAIL TO VOID S TO POST SPOOL I TO POST PICK 6 ld E Notice how the tax amount has gone to zero If everything is correct then type to spool or save If you want to print a pick ticket of the order then type I for pick If you need to go back to the very first screen to check or change something type H for header Type D for detail items if you need to go to the part number serial number screen Realtime Software Corporation Page 15 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual
35. ship is less than the quantity ordered for NEW type orders this can be adjusted in the Order Type table if necessary PO will bring up the following screen Enter the Sales Order Number POO3F CW C W Williams AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 The following screen will then appear The system will determine what vendor s to use based on the inventory records If only one vendor is involved then prompt 4 will just have 1 line below it If non stock parts are involved you will need to call up prompt 4 to assign the vendor Users will typically want to first enter D for detail to see what line items the system is about to purchase Realtime Software Corporation Page 26 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES NEW APPARATUS SALES ADDR 1 S ADDR 2 H T CITY IO ST CNTY P ZIP PST COUNTRY 1 SHIP VIA COURIER ORDER DATE 10 03 04 2 ORDER TYPE APP NEW APPARATUS SALES DROP SHIP THE UNAVAILABLE INVENTORY TO OUR OFFICE SALES ORDER WILL NOT BE BILLED UPON RECEIPT DON T SHOW AS ON DROP 3 TERMS NET 30 DAYS 4 VEND VENDOR 10711 KWIK RAZE VENDOR 10711 KWIK RAZE
36. 0 00 06 13 03 INV SK g EON COST APPARATUS COST FROM 1 165000 00 06 13 03 136859 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID g Realtime Software Corporation Page 54 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual There are several options on the bottom of the screen to view further Type U to see the user history It shows which user entered the PO Once the apparatus is received you won t view the entire purchase order here only the receiver information VM01Q CW REALTIME SOFTWARE CORP PURCHASE ORDER INQUIRY 13 Jun 03 ORDER 136859 DRS VENDOR 10194 S NAME EMERGENCY ONE INC HT ADDR 1 C O SUN TRUST BANK 1 e ADDR 2 P O BOX 116135 P CITY ATLANTA ST CNTY GA ZIP PST 30368 6135 COUNTRY BUYER NAME DRS CONFIRMING ORDER DATE 06 13 03 STATUS NOT PRINTED SINGLE MULTIPLE SHIP DATES S M S RECORD TYPE INVENTORY P O DATE REQUIRED 06 13 03 SHIP VIA BEST WAY FOB SALES ORDER SPECIAL INSTRUCTIONS TRANSMIT DATE TIME DELIVER TO PROJECT PO TYPE AV ADDED VALUE DEPARTMENT ENTER OR RTN FOR NEXT ORDER F AX U SER HIST A P INVOICE S P AGE INSTRUCTIONS D ETAIL LINES OR T OTALS U POO3D CW REALTIME SOFTWARE CORP US
37. 1 INTERNAL NOTES 22 FREE FREIGHT ENTER LINE NUMBER TO CHANGE TO VOID OR RTN TO CONTINUI Gl Type 01 for SITE then enter quantities and part numbers for the equipment the customer has ordered to go with this apparatus package Realtime Software Corporation Page 20 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 12 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 42 757 43 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 SITE 01 ORD VAL 580 58 REM SEQ QTY ITEM NO ORD QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM SHIP 001 1 KWL 931 S EA 0 580 58000 0 00 MAGNA FIRE 3000 12VOLT BIN TEXT Gl ENTER SEQ TO CHANGE H EADER P AGE TO VOID RTN TO CONTINU Continue to enter applicable equipment and or parts When finished ENTER to continue On final screen type to spool save or I to pick print Items can be added or changed at any later time by typing Screen Jump OA for Order Adjustments Enter the order number and changes as required OEO7A CW REALTIME SOFTWARE CORP OPEN ORD
38. 10 SHIP VIA BEST WAY 1 VENDOR SELECTION P A K P 11 FOB 2 EMERGENCY ONE INC SPECIAL SHIP TO 3 C O SUN TRUST BANK 12 4 P O BOX 116135 Ta 5 ATLANTA 14 6 GA 30368 6135 16 1 ENTER ITEM OR CROSS REFERENCE PARTY EONHCOMPUMP soo ss ss ss ss se 2 ENTER FOR INDEX LOOKUP sd 4 ENTER S FOR LOOKAT BY SERIAL After entering the part and serial it will give the following message that it s on hand in site 01 If the record is not on hand the system will not let you proceed serial is the correct one for this Purchase Order because this is how the cost will get added to the truck when it arrives If correct type Y to continue then to post Realtime Software Corporation Page 9 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual POOSA CW REALTIME SOFTWARE CORP PURCHASE ORDER ADJUSTMENT 12 Jun 03 PURCHASE ORDER NO 136850 SOURCE P INV P O Y VENDOR 10194 10 SHIP VIA BEST WAY 1 VENDOR SELECTION P A K P 11 FOB 2 EMERGENCY ONE INC SPECIAL SHIP TO 3 C O SUN TRUST BANK 12 s 4 P O BOX 116135 13 5 ATLANTA 14 6 GA 30368 6135 15 PART EON COMPUMP SERIAL 125058 SERIAL NUMBER IS ON HAND IN SITE 01 IS THIS INFORMATION CORRECT Y N Y Purchase Order Adjustments can also be used to change the purchase price from the vendor due to change or
39. 116135 SHIP VIA BEST WAY CITY ATLANTA P O TYPE AV ADDED VALUE ST CNTY GA ZIP POST 30368 6135 DATE RECEIVED 06 13 03 SPECIAL SHIP TO NAME RECEIVING REPORT NO 152032 ADDR1 ADDR2 CARRIER NAME CITY ST CNTY ADVISE NOTE ZIP POST STOCK ITEMS WILL GO TO STATUS 0 NON STOCK ITEMS WILL GO TO STATUS 0 RECEIPT WILL BE ADDED TO VALUE OF S N EON COMPUMP 125058 ENTER Y TO BACKORDER OR N TO RECEIVE ALL LINE ITEMS Y Type 1 at the top left to receive the line ENTER through the line Then to post PO11A CW REALTIME SOFTWARE CORP PURCHASE ORDER RECEIPTS 13 Jun 03 ENTRY PURCHASE ORDER NO 136850 INSPECTION OF ITEMS REQUIRED AT STATUS 0 RECEIVING REPORT NO 152032 BAL TO DIST DATE VEND ITEM NO LINE SITE OUR ITEM NUMBER REQUIRED ON ORDER QTY RECD UOM PRICE B O p 001 01 EON COST 05 31 03 ER 182000 00000 ALL LINE ITEMS NOT ENTERED WILL BE BACKORDERED PO11A CW REALTIME SOFTWARE CORP PURCHASE ORDER RECEIPTS 13 Jun 03 ENTRY PURCHASE ORDER NO 136850 INSPECTION OF ITEMS REQUIRED AT STATUS 0 RECEIVING REPORT NO 152032 BAL TO DIST DATE VEND ITEM NO LINE SITE OUR ITEM NUMBER REQUIRED ON ORDER QTY RECD UOM PRICE B O 001 01 EON COST 05 31 03 iin 182000 00000 ENTER LINE V ALUE TO VOID A DD P AGE OR TO POST RECEIPTS g New Apparatus Build Manual v2 0 Realtime Software Corporation Page 42 Realtime Software Corporation New Apparatus Build Manual E APPARATUS PHYSICALLY ARRIVES AT DEALER LOCA
40. 243 32 TAXABLE TAX ORDER LINE CODE RATES TAX AMT 3 FREIGHT Y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 ORDER TAX AMOUNT 16243 32 E 0 000 S 0 00 TOTAL TAX AMOUNT 0 00 ORDER TOTAL 16 243 32 ENTER F UTURE DATING LINE H EADER BILL C ASH D ETAIL M MIN ORDER CHECK TO VOID S TO POST SPOOL I TO POST PICK BILL The invoice number will display and you can write it on the pick ticket for reference BLO3A CW REALTIME SOFTWARE CORP SHIPMENT ENTRY 13 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 64 075 25 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 INVOICE 430300 TERMS 30 0 000 ORD VALUE 16 243 32 PRODUCT TOTAL 16 243 32 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT 16 243 32 TAXABLE TAX ORDER LINE CODE RATES TAX AMT 3 FREIGHT y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 INVOICE TAX AMOUNT 16243 32 E 0 000 S 0 00 TOTAL TAX AMOUNT 0 00 INVOICE TOTAL 16 243 32 INVOICE 430300 HAS B EN CR KAT ED ANY KEY TO CONTINU E As the final check before billing the customer s apparatus sales order type Screen Jump SI and type the S O then AVD to review the detail cost of this fire truck Note the customer s sales order number It shows it has not been billed yet because the invoice number field is blank New Apparatus Build Manual v2 0 Realtime Software Corporation Page 64 Realtime Software Corporation New Appara
41. 8 Realtime Software Corporation New Apparatus Build Manual In Serial Master Inquiry you can then see the Accounts Payable transactions Type Screen Jump SI at any menu type the S O then AVD for Added Value Detail SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COM PUMPER LOCATION HALLS FD CONDITION CODE DEMO FLAG FLOORPLAN ITEM DUE DATE WARRANTY EXP DATE VENDOR INVOICE PAYMENT FLAG EXTENDED WARR Y N AMOUNT PAID EXT WARR CONTRACT CHECK NUMBER CHK DATE INSTALL DATE ACQUISITION COST 0 00 SERVICE ORDER COMMENTS ADDED VALUE 182 200 00 TOTAL COST 182 200 00 SERV ORD S Y SERV BLTN S N LAST SERV ORD HR MTR READING DATE PARENT P O NUMBER SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE AV AVD ADDED VALUE DR DRH DEMO REQUEST SB SRVC BULL DH DEMO HIST S OLD TO C P CURR PREV USER Q UOTES O RDER S I NVOICE S AP A DDL DI INVOICE OI ORDER T EXT PO POR PO RCPTS RTN NEXT SERIAL AVD From this screen you can see all applicable detail for this S O The A P information is in all three columns if it is a type of ADD I
42. 8 PROJECT NO a 19 CONFIRMING 8 20 DEPARTMENT 9 21 SPECIAL INSTRUCTIONS 10 11 EN 13 SINGLE MULTIPLE RELEASE DATES S M S 14 PO TYPE AV 15 TERMS NET 30 DAYS ENTER LINE TO CHANGE TO VOID RTN TO CONTINUE p POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N OUTSIDE PROCESSING O Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 16 BUYER NAME JOHN DOE 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 18 PROJECT NO ool 19 CONFIRMING 8 20 DEPARTMENT 9 21 SPECIAL INSTRUCTIONS 10 Tis 12 13 SINGLE MULTIPLE RELEASE DATES S M S 14 PO TYPE AV 15 TERMS NET 30 DAYS ENTER to continue to the detail parts screen after making necessary changes to this first screen Realtime Software Corporation Page 38 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual
43. A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 12 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE O1 DLM DESC COMM PUMPER SOLD TO USER 1 LOCATION HALLS FD 9 CONDITION CODE 10 DEMO FLAG 2 FLOORPLAN ITEM DUE DATE 11 WARRANTY EXP DATE 3 VENDOR INVOICE RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE ENTER LINE S OLD TO C URRENT OR P REVIOUS END USER a A DDITIONAL I NV SALES DATA T EXT TO CANCEL TO POST 1 Realtime Software Corporation Page 11 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual C SALES ORDER RECEIVED FROM VENDOR 4 ENTER SALES ORDER FOR CUSTOMER Type Screen Jump OE at any menu to get to Order Entry This will be the order that gets billed to the customer for their packaged apparatus It will be a single line item for the entire fire truck which includes the equipment they purchased with it Type and the name to search for the correct customer number OE03A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST HALLS XXXXX Select the sequence number to the left for the correct customer OE03A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 Seq Customer Number Searching on HALLS 14770 CLINTON NC 2 HALLSBORO FIRE DEPARTMENT 14780 HALLSBORO NC En
44. ALTIME SOFTWARE CORP REQUISITION NO 548012 1 VENDOR 10020 2 VENDOR SELECTION P A K P 3 AKRON BRASS COMPANY 4 135 S LASALLE ST DEPT 4566 5i 6 CHICAGO 7 IL 60674 4566 8 9 REQUISITION DATE 06 12 03 10 EFFECTIVE DATE 06 12 03 11 DATE REQUIRED 06 19 03 PRODUCT TOTAL 11 525 90 20 DISCOUNT 21 FREIGHT 22 MISC 23 TAX ORDER TOTAL 11 525 90 ENTER LINE D ETAIL C ONVERT TO P O R 12 13 14 loz 16 17 18 19 24 Ai Gl NT E UISITION ADJUSTM INV P O Y Q 13 Jun 03 SHIP VIA UPS GRO DEPARTMENT COD SPECIAL SHIP TO CW WILLIAMS P O Box 7757 501 Instrument Drive Rocky Mount NC 27804 UND DS 11ED7 T By TYP TER aal El ET 30 DAYS DEL E VOID TO POST D New Apparatus Build Manual v2 0 Realtime Software Corporation Page 31 Realtime Software Corporation New Apparatus Build Manual Select the line you want drop shipped and change the quantity to zero POO4A CW REALTIME SOFTWARE CORP REQUISITION ADJUSTMENT 13 Jun 03 VENDOR 10020 AKRON BRASS COMPANY VIA UPS GROUND DEPT DS 11E D7 EFFECTIVE 06 12 03 REQUIRED 06 19 03 SPC
45. AME NEW APPARATUS SALES NEW APPARATUS SALES ADDR 1 S ADDR 2 H T CITY IO ST CNTY P ZIP PST COUNTRY 1 SHIP VIA COURIER ORDER DATE 10 03 04 2 ORDER TYPE APP NEW APPARATUS SALES DROP SHIP THE UNAVAILABLE INVENTORY TO OUR OFFICE SALES ORDER WILL NOT BE BILLED UPON RECEIPT DON T SHOW AS ON DROP 3 TERMS NET 30 DAYS ENTER TO CHANGE D ETAIL LINE ITEMS VOID OR TO CREATE P O S D POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES NEW APPARATUS SALES CREATE SEQ VENDOR ITEM DESCRIPTION P O QTY 002 10033 ALC PEL 24 LADDER PUMPER 2 SECTION 24 1 003 10033 ALC PRL 14 LADDER ROOF 14 1 id 004 10033 ALC FL 10 LADDER FOLDING 10 1 4 ENTER SEQ S ELECT ALL D ESE ECT ALL P AGE TO VOID or Enter p In the above example 3 line items will get created on a purchase order to vendor 10033 and 1 line item will get created on a purchase order to vendor 10711 If the user only wants to create the purchase order for vendor 10033 they can enter Sequence at the change line This will remove the from the part number that is for vendor 10711 Realtime Software Corporation Page 28 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manua
46. ATEGORY COST sS 390 00 EXP 625 CATEGORY COST 390 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER 13 Jun 03 SITE O01 EN A P 00 72 28 16 00 00 72 00 00 This shows equipment billed straight to the S O through Purchase Order The PO is on the right SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 PO ALC ALP 080 8 8 ATTIC LADDER 2 188 40 06 13 03 136858 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID Column 2 tells us what Column 1 tells us in addition to open sales orders and open AV purchase orders Category E It also shows the amount of labor that has been performed on the setup of this truck Category S If you want to see all items listed in Column 2 type 2 and ENTER To look at detail just in Category E New Apparatus Build Manual v2 0 Realtime Software Corporation Page 56 Realtime Software Corporation New Apparatus Build Manual SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SIT
47. AY DATE 05 31 03 P O TYPE AV ADD ED VALUE EMS WILL GO TO STATUS 0 K ITEMS WILL GO TO STATUS 0 EON COMPUMP 125058 Y N New Apparatus Build Manual v2 0 Realtime Software Corporation Page 41 Realtime Software Corporation New Apparatus Build Manual Enter through default date received packing list ENTER at the default of automatically assigned on the at the bottom of the screen and then ENTER at the default of to adjust quantities Note the warning on the bottom that reminds you this is an Added Value Purchase Order and which serial record it applies to PO11A CW REALTIME SOFTWARE CORP PURCHASE ORDER RECEIPTS 13 Jun 03 ENTRY PURCHASE ORDER NO 136850 PURCHASE ORDER DATE 05 31 03 SOURCE CODE P VENDOR NO 10194 B O REQ NO NAME EMERGENCY ONE INC EXPECTED DELIVERY DATE 05 31 03 ADDR1 C O SUN TRUST BANK FOB ADDR2 P O BOX
48. DR 2 3 HT CITY 4 10 ST CNTY 5s P ZIP PST 6 COUNTRY Ts SINGLE MULTIPLE SHIP DATES S M S 8 ORDER DATE 06 12 03 13 TERMS 30 NO TICKET 9 SHIP DATE 06 12 03 CANCEL 14 ORDER TYPE NEW 10 CUST P O SO 125058 15 SHIP VIA BESTWAY 11 ORDERED BY 16 FOB 12 SPECIAL INSTRUCTIONS 17 SLMN1 INT SLMN2 15 SLMN2 0 18 OVERRIDE LINE ITEM TAX CD 19 A R CUSTOMER 20 FREE FREIGHT 21 STATUS OPEN TICKETS ENTER LINE TO VOID DEL TO DELETE T OTALS CAN TO CANCEL S TO POST SPOOL I TO POST PICK RTN TO CONTINUE 14 You will then be prompted for the part serial combination for the apparatus that is sold This will be the same as what was in the purchase order type of AV and also in the customer s sales order OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 10560 ORDER NO 345938 NAME NEW APPARATUS SALES 1 HALLS FIRE DEPT ADDR 1 2 ADDR 2 3 HT CITY 4 10 ST CNTY 5 P ZIP PST 6 COUNTRY Ts 1 ENTER ITEM OR CROSS REFERENCE BART jj 5 g dcG dale SEER vee ED 2 ENTER FOR INDEX LOOKUP SERIAL 3 ENTER C FOR S N S FOR CUSTOMER 4 ENTER S FOR LOOKAT BY SERIAL Type the part COMPUMP in this case which pulls up the complete part EON COMPUMP and the S O If it is correct answer Y
49. E 01 DLM 06 13 03 DESC COMM PUMPER 1 ALREADY ADDED 3 ADDED OPEN A P SELL PRICE 244 700 00 244 700 00 244 700 00 COST 182 388 40 197 572 48 198 197 48 GROSS PROFIT 62 311 60 AT 127 52 46 502 52 PROFITS 25 46 19 26 19 00 CATEGORY COST A 182 000 00 A 182 000 00 A 182 000 00 CATEGORY COST ADD 200 00 ADD 200 00 ADD 200 00 CATEGORY COST E 188 40 E 14 982 48 E 14 982 48 CATEGORY COST S 390 00 EXP 625 00 CATEGORY COST S 390 00 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER 2E EE The first item is the AV Purchase Order that has already been received and shows in Column 1 8 is another AV Purchase Order that has not been received yet so is still open at this point have the same DOC on the right which is the internal setup order Type 2 to see the entire setup order SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INOUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 PO ALC ALP 080 8 8 ATTIC LADDER 2 188 40 06 13 03 136858 2 S KWL 931 S AGNA FIRE 3000 12vo i 580 58 06 12 03 345943 3 S ALC PEL 24 PUMPER LADDER 22 SEC 1 368 28 06 12 03 345943 4 S ALC PRL 14 PUMPER ROOF LADDER 1 1 172 26 06 12 03 345943 5 S ALC FL 10 FOLDING LADDER10 6 5 623 70 06 12 03 345943 6 S AKR 3431 APOLLO HI RISER DELU
50. ENTER P AGE PB PAGE BACK FOR NEXT ITEM SEQUENCE FOR SERIAL TO REDISPLAY ITEM New Apparatus Build Manual v2 0 Realtime Software Corporation Page 17 Realtime Software Corporation New Apparatus Build Manual This same screen in Serial Master Inquiry can be reached by typing Screen Jump SI then entering the S O at the prompt rather than going through Inventory Inquiry to look at all S O s with the part number COMPUMP You then have more detailed options to look at the order This will be explained further in this chapter as more information is attached to the S O prior to delivery SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 12 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 12 03 DESC COMM PUMPER LOCATION HALLS FD CONDITION CODE DEMO FLAG FLOORPLAN ITEM DUE DATE WARRANTY EXP DATE VENDOR INVOICE PAYMENT FLAG EXTENDED WARR Y N AMOUNT PAID EXT WARR CONTRACT CHECK NUMBER CHK DATE INSTALL DATE ACQUISITION COST 0 00 SERVICE ORDER COMMENTS ADDED VALUE 0 00 TOTAL COST 0 00 SERV ORD S N SERV BLTN S N LAST SERV ORD HR MTR READING DATE PARENT P O NUMBER SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE AV AVD ADDED VALUE
51. ER 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OPEN A P SELL PRICE COST 153714242 153 714 42 153 814 42 GROSS PROFIT 153 714 42 153 714 42 153 814 42 PROFITS 0 00 0 00 0 00 CATEGORY COST 3 500 00 3 500 00 3 500 00 CATEGORY COST A 150 000 00 A 150 000 00 A 150 000 00 CATEGORY COST P 169 42 P 169 42 EXP 100 00 CATEGORY COST W 45 00 W 45 00 P 169 42 CATEGORY COST W 45 00 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER 1 ERTES Type 1 and ENTER SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 05 Oct 04 SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 DESC COMMERCIAL PUMPER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 AC EON COMPUMP COMMERCIAL PUMPER 1 0 00 06 30 04 INV SK 2 S JAC KID TEST 5 45 00 06 30 04 X10414 3 S IS 1 MISC PARTS OF THIS 2 50 00 06 30 04 X10414 4 S MIS LADDER 8 foot Ladder 3 90 00 06 30 04 X10414 5 PO EON COST APPARATUS COST FROM 1 150000 00 06 30 04 101116 6 M TEST COST ADJUSTMENT 1 5000 00 06 30 04 8 P EON 120555 AXE SHIELD HOLDER 1 29 42 09 30 04 ENTER P AGE PB PAGE BACK SEQ FOR DISPLAY TO VOID TES Type SEQ number and ENTER SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 05 Oct 04 TYPE SERIAL NUMBER ADJUSTMENT SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 COMMERCIAL PUMPER PART ATTACHED TEST THIS IS A TEST PART QTY 1 TRANSACTION DATE 09 30 04 COST 1 500 00 DOCUMENT DESCRIPTION COST ADJUSTMENT ADDED SERIAL NUMBERS ENTER ANY KE
52. ER ADJUSTMENTS 12 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 42 757 43 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 TERMS 30 0 000 ORD VAL 1 245 86 PRODUCT TOTAL 0 00 LINE ITEM TAX AMOUNT 124 740 00 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT 0 00 TAXABLE TAX ORDER LINE CODE RATES TAX AMT 3 FREIGHT Y 4 MISCELLANEOUS 5 MINIMUM ORDER CHG 6 ORDER TAX AMOUNT 0 00 E 0 000 S 0 00 TOTAL TAX AMOUNT 0 00 ORDER TOTAL 0 00 ENTER F UTURE DATING LINE H EADER B ILL C ASH D ETAIL M MIN ORDER CHECK TO VOID S TO POST SPOOL I TO POST PICK S Realtime Software Corporation Page 21 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual D ORDERING EQUIPMENT FOR APPARATUS 1 CONVERT FUTURE ORDER TO REGULAR ORDER Ignore this section if you did NOT use the order type of FUTURE at the beginning If the New Apparatus Sales order was entered with a FUTURE order type when it comes time to order the loose equipment and or parts and pull from stock type SOEO7 at any menu and select line 5 to covert the future order to a NEW type order SCREEN CW REALTIME SOFTWARE CORP Order Adjustments Processing 12 Jun 03 20 CWW DS SOEO7 ENTER SELECTION NUMBER 16 47 18 HS FUNCTION NMBR DESCRIPTION 0 Select Printer 1 Open Order Adjustments 2 Open Order Adjustments Report 3 Open Order Adju
53. ER HISTORY INQUIRY 13 Jun 03 ORDER 136859 ORDER DATE 06 13 03 VENDOR 10194 EMERGENCY ONE INC SHIP TO DATE TIME USER ID NAM Gl PORT ACCOUNT NAME W K tg DOCUMENT 06 13 03 14 19 DS 1 CWW ENTRY ENTERED ENTER P TO PAGE OR ANY OTHER KEY TO RETURN TO PREV SCREEN Following is an inquiry of an apparatus that has several things going on with it at this point Column 1 tells us the truck has been received because Category A has the cost of the truck itself It shows 200 00 added from Accounts Payable Category ADD and 188 40 of loose equipment has been billed Category E To see further detail type 1 followed by the category you wish to see Realti t ti P New Apparatus Build Manual v2 0 ealtime Software Corporation Page 55 Realtime Software Corporation New Apparatus Build Manual SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY SERIAL NUMBER 125058 PART EON COMPUMP DL 06 13 03 DESC COMM PUMPER 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OP SELL PRICE 244 700 00 244 700 00 244 700 COST 182 388 40 197 201 72 197 826 GROSS PROFIT 62 311 60 47 498 28 46 873 PROFITS 25 46 19 41 19 CATEGORY COST 182 000 00 A 182 000 00 A 182 000 CATEGORY COST 200 00 ADD 200 00 ADD 200 CATEGORY COST E 188 40 E 14 611 72 E 14 611 C
54. ERIAL MASTER INQUIRY 05 Oct 04 TYPE P SERIAL NUMBER ATTACHMENT SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 COMMERCIAL PUMPER PART ATTACHED EON 120555 AX T SHIELD HOLDER OTY 1 TRANSACTION DATE 09 30 04 COST 29 42 DOCUMENT DESCRIPTION AXE SHIELD HOLDER ADDED SERIAL NUMBERS ENTER ANY KEY TO RETURN TO SUMMARY DISPLAY Realtime Software Corporation Page 52 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual You can also see the transaction on the stock item in Inventory Inquiry Type the item and ENTER INO3H CW REALTIME SOFTWARE CORP INVENTORY INQUIRY 05 Oct 04 ITEM NUMBER EON 120555 DESCRIPTION AXE SHIELD HOLDER PROD GROUP 12 CATEGORY COMMODITY P WEIGHT STOCK UO EA TYPE POR PKG QTY PRICE 49 04000 STATUS A LAST DATE 05 12 03 COST 29 42000 ABC CLASS INACTIVE FLAG SRP 49 04000 PC CATALOG PRIMARY VENDOR 300 LAST COST 29 42000 REPLACED BY PRICE DISC CODE EON PRICE CALC CODE FON NLA FLAG DATE FUTURE TRNSFR QTY QTY SI LOCATN ON HAND COMM AVAIL O O DROP ORDER QTY YTD LYR 01 1 i 1 0 1 0 0 0 0 0
55. ETE PROFILE OR Y TO EXECUTE Y New Apparatus Build Manual v2 0 Realtime Software Corporation Page 59 Realtime Software Corporation New Apparatus Build Manual F ADDITIONAL INFORMATION 5 BILLING INTERNAL AND CUSTOMER ORDERS Type Screen Jump SI at any menu to review orders and PO s Type the S O then O to look at orders SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COM PUMPER LOCATION HALLS FD CONDITION CODE DEMO FLAG FLOORPLAN ITEM DUE DATE WARRANTY EXP DATE VENDOR INVOICE PAYMENT FLAG EXTENDED WARR Y N AMOUNT PAID EXT WARR CONTRACT CHECK NUMBER CHK DATE INSTALL DATE ACQUISITION COST 0 00 SERVICE ORDER COMMENTS ADDED VALUE 182 759 16 TOTAL COST 182 759 16 SERV ORD S Y SERV BLTN S N LAST SERV ORD HR MTR READING DATE PARENT P O NUMBER SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE AV AVD ADDED VALUE DR DRH DEMO REQUEST SB SRVC BULL DH DEMO HIST S OLD TO C P CURR PREV USER Q UOTES O RDER S 1 NVOICE S AP A DDL DI INVOICE OI ORDER T EXT PO POR PO RCPTS RTN NEXT SERIAL
56. L SHIP Y INV P O Y REQUISITION 548012 RO N DT 06 12 03 PRODUCT TOTAL 11 525 90 SITE 01 LINE 002 QTY ITEM NUMBER DESC COST UOM PG PRICE REFERENCE 0 EES vt AKR 3433 2348 42000 EA 11 2348 42000 345943 006 HI RISER MONITOR EXTENSION 2348 42 001 3 01 AKR 3431 EA 3059 16000 9177 48 345943 005 002 1 01 AKR 3433 EA 2348 42000 2348 42 345943 006 ENTER LINE TO CHANGE P AGE A DD H EADER TO VOID TO POST 2 ENTER to continue and you will see that line 2 is deleted from this requisition PO04A CW REALTIME SOFTWARE CORP REQUISITION ADJUSTMENT 13 Jun 03 VENDOR 10020 AKRON BRASS COMPANY VIA UPS GROUND DEPT DS 11E D7 EFFECTIVE 06 12 03 REQUIRED 06 19 03 SPCL SHIP Y INV P O Y REQUISITION 548012 RO N DT 06 12 03 PRODUCT TOTAL 9 177 48 SITE 01 LINE 003 QTY ITEM NUMBER DESC COST UOM PG PRICE REFERENCE EXTENSION 001 3 01 AKR 3431 EA 3059 16000 9177 48 345943 005 002 LINE DELETED ENTER LINE TO CHANGE P AGE A DD H EADER TO VOID TO POST Type Enter or H for header then Type C to convert to a Purchase Order Notice lines 14 19 show where item will be shipped to On the orders for New Apparatus equipment the default will be to your dealer location PO04A CW REALTIME SOFTWARE CORP REQUISITION NO 548012 1 VENDOR 10020 2 VENDOR SELECTION P A K P 3 AKRON BRASS COMPANY 4 135 S LASALLE ST DEPT 4566 Dis 6 CHICAGO
57. O3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 10560 ORDER NO NAME NEW APPARATUS SALES di NEW APPARATUS SALES ADDR 1 2 S ADDR 2 3 HT CITY 4 10 ST CNTY 5 P ZIP PST 6 COUNTRY 7 ENTER TO EXIT 8 TO CHANGE SHIP TO Y OR RTN TO CONTINUE ORDER OUOTE 8 Type S to change ship to and type the Customer s name in the first line for reference only You could also enter the customer number for Halls Fire Dept and the entire name address city state zip will fill in Type the SO number in the Cust P O field purely to provide additional visibility The order type will default to NEW if the New Apparatus Sales customer is flagged that way This will always be the order type for new apparatus setup If you are going to order loose equipment right away and also are ready to commit in stock loose equipment to this order then keep the order type of NEW If you don t plan on ordering or pulling any of this loose equipment until a later date then change the order type to FUTURE The order type of FUTURE won t commit any inventory If you don t use the Order type of FUTURE refer to section C1 for attaching the serial number record to this order skip the beginning of the section where it talks about converting FUTURE to regular order Realtime Software Corporation Page 19 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual
58. OTY ITEM NO ORD GROSS OTY TO PRICE EXTENSION ORD D DESCRIPTION UOM PROFITS SHIP 001 1 EON COMPUMP EA 0 010 1 244700 00000 244 700 00 COMM PUMPER SUBTOTAL TEXT SERIAL PAGE 125058 SI LOCATN ON HAND COMM AVAIL 0 0 DROP 01 10 6 4 22 10 6 4 22 0 ENTER SN FOR S N INQUIRY OR SH FOR S N HIST INQUIRY Usually there will only be one line item on these apparatus customer orders If the sale also involves a Trade In piece of equipment you may add this as a second line item with a negative quantity ENTER to continue to the final screen of the order Realti t ti P 14 New Apparatus Build Manual v2 0 calime software Corpordion Page Realtime Software Corporation New Apparatus Build Manual OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 HALLS FIRE DEPARTMENT SLM1 14 ON ORD ORDER 345936 ORD DT 06 12 03 CR LIMIT A R BAL SITE 01 GM 244 700 00 MSRP SL ORD VAL 244 700 00 GP 100 00 SL DISC 0 00 COST EXT 0 00 SEQ G QTY ITEM NO ORD GROSS QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM PROFITS SHIP 001 1 EON COMPUMP EA 0 010 1 244700 00000 244 700 00 COMM PUMPER BIN ENTER H EADER VAL GM GP SL OR M FOR MARGIN DISPLAY ENTER SEQ TO CHANGE P TO PAGE TO VOID RTN TO CONTINUE If the customer is normally charged sales tax but they are
59. P O Y N T RANSFER O UTSIDE Y AFFIX R TO RESERVE 4 DATE REQUIRED 06 13 03 5 SHIP VIA BEST WAY 16 BUYER NAME 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 18 PROJECT NO Ta 19 CONFIRMING 8 20 DEPARTMENT 9 21 SPECIAL INSTRUCTIONS 10 11 ie 13 SINGLE MULTIPLE RELEASE DATES S M S 14 PO TYPE 15 TERMS You will then be prompted for the same part S O serial combination as shown in the previous Section B 2 Adjust Purchase Order for AV PO Type Realtime Software Corporation Page 36 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE 1 PURCHASE ORDER NO 136858 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N T RANSFER O UTSIDE Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 15 BUYER NAME 6 FOB 16 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST 17 PROJECT NO Te 18 CONFIRMING 1 ENTER ITEM OR CROSS REFERENCE PART ss ss se see ss es 2 ENTER FOR INDEX LOOKUP ET 4 ENTER S FOR LOOKAT BY SERIAL The part must be complete including the prefix of EON If correct type Y
60. REAR AXLE WARRANTY 26 FUEL FILTER 11 WARRANTY REG DATE 27 WATER FILTER 12 PAINT WARRANTY DATE 28 OTHER 13 PUMP S N 29 YEAR 20008 14 PUMP WARRANTY DATE 30 MAKE 2s E ONE 15 TRANSMISSION S N 31 MODEL 16 TRANSMISSION DATE 32 MFR ENTER LINE TO CHANGE TO VOID P TO PAGE OR RIN TO CONTINUE ENTER LINE TO CHANGE TO VOID P TO PAGE OR RIN TO CONTINUE ENTER to continue and then to post Realtime Software Corporation Page 44 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual F ADDITIONAL INFORMATION 1 TRACK COSTS THROUGH ACCOUNTS PAYABLE When entering A P invoices without a purchase order there is an option available that allows expenses to be linked with apparatus which have serial numbers using the S O assigned by the manufacturer There are two codes available EXP for expenses which will give historical tracking only and ADD which will add to the value of the inventory of a specific apparatus additional codes can be set up by the user This is also helpful to track floor plan interest as well Type Screen Jump AP at any menu to enter an invoice to payables We won t discuss the header screen of the payable if you need additional instruction please refer to the User Manual for Accounts Payable The G L line item screen should be entered as follows APO3A C
61. REQUISITION NO 548028 1 VENDOR 10020 2 VENDOR SELECTION P A K P 3 AKRON BRASS COMPANY 4 135 S LASALLE ST DEPT 4566 F 6 CHICAGO 7 IL 60674 4566 8 9 REQUISITION DATE 06 13 03 10 EFFECTIVE DATE 06 13 03 11 DATE REQUIRED 06 20 03 PRODUCT TOTAL 2 348 42 20 DISCOUNT 21 FREIGHT 22 MISC 23 TAX ORDER TOTAL 2 348 42 ENTER LINE D ETAIL C NVERT TO P O DEL R j Ww is EQUISITION A DJUSTMENT 13 Jun 03 INV P O Y HIP VIA U PARTMENT PS GROUND CODE DS 11F2F P TO ECIAL SHI 24 TYP CJ ERMS NET 30 DAYS E VOID TO POST New Apparatus Build Manual v2 0 Realtime Software Corporation Page 34 Realtime Software Corporation New Apparatus Build Manual After the PO is created type I to print or ENTER to return to the menu REQUISITION NO 548028 ENDOR 10020 ENDOR SELECTION P A K P KRON BRASS COMPANY 35 S LASALLE ST DEPT 4566 V aV A 1 CHICAGO IL 60674 4566 REOUISITION DATE 06 13 03 EFFECTIVE DATE 06 13 03 DATE REQUIRED 06 13 03 PRODUCT TOTAL 2 348 42 Ee O OOO 0 UBWNE RoR PURCHASE ORDER 136856 HAS BEE KATE ENTER I TO PRINT OR ANY OTHER 12 13 14 19 16 NC 28328 19 17 18 24 TYPE 2 5a SHIP VIA INV P O Y
62. RO The code will always be SK accept the default date and to add to inventory Type the PO in document this is purely for reference purposes only followed by your initials for reference ENTER and then you will be prompted for a serial number INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER SI SITE 01 tf NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N 001 1 EON COMPUMP EA 0 00000 0 00000 SK 05 31 03 COMM PUMPER DOCUMENT 136850 JD ENTER LINE TO CHANGE P TO PAGE TO VOID TO POST Type the S O you received from the vendor This will become the Realtime serial for this part number EON COMPUMP and will track all costs and purchase orders associated with this truck before being billed to the customer any service or warranty orders that are ever done to this truck mileage pump serial s invoicing to customers floor plan interest etc INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RI RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER SI SITE 01 NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N 001 1 EON
63. Realtime Software Corporation New Apparatus Build Manual A INTRODUCTION EE ranei a Ia anaE EOE AN EENEN EUELA E TAE OSEA O EAEC OENES TOETA OEA NETS 1 B ENTER PURCHASE ORDER FOR APPARATUS esse sesse ese se ese ese se ese ese se ese ee Se ese ee Se ese ee se ese ee Se ese ee Se ese ee Se ee ee Se ese se se 2 C SALES ORDER RECEIVED FROM VENDOR ee sesse ese see se ese see se ese see se ese see be ese see Se ese see be ese see be ese see be ese See be ee See Be ee ee Be ee ee 5 1 ADJUST APPARATUS INTO INVENTORY 2 esse vee sege eg Ee uas se eggs sede he co Eseg see kes ESES CESSE Ee Re SR Oe EREE Ee ee see SEVE BEERS Eie 5 2 ADJUST PURCHASE ORDER FOR AV PO TYPE oe ie Eseg eeuse Ee BEG eg ee Hoek beet ee ari S EES EE Rep ek Ge GE BEE eR EER see Ta Ee se Ese 8 3 ENTER CUSTOMER NAME IN S O RECORD IF SOLD ese esse esse ese ese ee see see ee ee ee ee ee ee ee ee ee ee se ee se ee ee ee ee ee 11 4 ENTER SALES ORDER FOR CUSTOMER a sees se es se ee se esse ese ee ee ge ee eek ee ee de E be ee Se ee ee ee ee RE ee ee 12 5 ENTER INTERNAL EQUIPMENT ORDER SOLD WITH APPARATUS o oo esse sees se esse esse ese ese ee ee ee ee ke ee ee ee ee ee ee 19 D ORDERING EQUIPMENT FOR APPARATUS eeuse see see se ese see se ese see se ese see se ese see be ese See Se ee See Be ee Ee Be ee Ee Be Ee Ee Be Ee Ee Be ee ee 22 1 CONVERT FUTURE ORDER TO REGULAR ORDER ees sees sees se esse esse ese ese see ee ge ee ee ee ee ee ee ee ee ee ee see ee ee ee
64. S SLM1 INT ON ORD 64 075 25 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 SITE 01 ORD VAL 16 243 32 REM SEQ QTY ITEM NO ORD QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM SHIP 007 0 LAB N45 EA 0 35 00000 0 00 NEW APPARATUS LABOR GH BIN 008 1 LAB N002 EA 1 1820 00000 1 820 00 NEW APPARATUS SETUP LABOR BIN ENTER SEQ TO CHANGE H EADER P AGE TO VOID RTN TO CONTINU CJ If you want to print a final pick ticket before billing recommended type I to print and you will be taken back to the menu You will need to go into Screen Jump OA again and type the order At the first screen type T for totals and you will go to this final screen again to bill Type BILL to bill the setup order and then ENTER Realtime Software Corporation Page 63 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual OEO07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 64 075 25 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 TERMS 30 0 000 ORD VAL 16 243 32 PRODUCT TOTAL 16 243 32 2 DISCOUNT 0 00 DISCOUNTABLE AMOUNT 16
65. SE ORDER ADJUSTMENT 12 Jun 03 PURCHASE ORDER NO 136850 SOURCE P INV P O Y VENDOR 10194 10 SHIP VIA BEST WAY 1 VENDOR SELECTION P A K P 11 FOB 2 EMERGENCY ONE INC SPECIAL SHIP TO 3 C O SUN TRUST BANK 12 4 P O BOX 116135 13 5 ATLANTA 14 6 GA 30368 6135 TS Tx 16 8 PURCHASE ORDER DATE 05 31 03 17 9 DATE REQUIRED 05 31 03 SINGLE MULTIPLE RELEASE DATES S M S PRODUCT TOTAL 182 000 00 22 TERMS NET 10 DAYS 18 DISCOUNT 23 BUYER NAME JOHN DOE 19 FREIGHT 24 DELIVER TO 20 MISCELLANEOUS 25 PROJECT NO 21 TAX 8 8 26 CONFIRMING 27 DEPARTMENT ORDER TOTAL 182 000 00 28 SPECIAL INSTRUCTIONS ENTER LINE TO CHANGE TO VOID 29 PO TYPE P TO PRINT AS CHANGED ORDER I FOR ITEM PROCESSING DEL TO DELETE TO POST Bw Type 29 to insert AV in PO TYPE field You will then be prompted with another field to enter the part number and serial number of the apparatus on this PO You cannot do this at the time you entered the initial Purchase Order because you didn t know the S O at that time Added Value Purchase Orders can only be entered against valid on hand serial number records Depending on the procedures at your company you may know the S O when you key in the initial purchase order for the Apparatus If this is the case then you can enter PO Type AV and bypass this purchase order adjustment step Realtime Software Corporation Page 8 New Apparatus Build Manual v2 0 fi P 8 Realti
66. TE 15 SERVICE ORDER COMMENTS 7 ACQUISITION COST 0 00 8 ADDED VALUE 182000 00 VALUE TO ADD SUBT LAST SERV ORD HR MTR READING DATE SERV ORD S Y SERV BLTN S N SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE ENTER LINE S OLD TO C URRENT OR P REVIOUS END USER A DDITIONAL I NV SALES DATA T EXT DEL ETE TO CANCEL TO POST A lt BI Realtime Software Corporation Page 43 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual Select the line you want to enter information for Line 1 for arrival date and line 2 for Mfr s Vin are recommended You can also enter Year and Make as shown here or anything else you want SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 12 03 DESC COMM PUMPER CREATED FROM CODE ON 17 ENGINE MFR 18 ENGINE MODEL 3 CUSTOMER UNIT 19 ENGINE TYPE SPEC 4 CUSTOMER ASSET 20 ENGINE CODE 5 APPARATUS TYPE 21 ENGINE SERIAL 22 ENGINE WARRANTY 23 PAINT CODE 24 OIL FILTER 9 REAR AXLE S N 25 AIR FILTER 10
67. TION 2 ENTER ARRIVAL DATE AND VIN IN S O RECORD Type the Screen Jump SM for Serial Maintenance to enter the arrival date and vin which should be located on the packing list At the prompt type the S O and ENTER SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 13 Jun 03 SERIAL NUMBER 125058XXXXXXXXXXXXXX OR ENTER FOLLOWED BY PART OR FOLLOWED BY CUSTOMER SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 13 Jun 03 SERIAL NUMBER 125058 MULTIPLE PART NUMBERS FOR THIS SERIAL NUMBER PLEASE CHOOSE SEQ PART DESCRIPTION 00001 EON COMPUMP COMM PUMPER ENTER P TO PAGE A TO ADD NEW PART TO CANCEL OR SEQUENCE NUMBER 1 Type A for additional SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 12 03 DESC COMM PUMPER SOLD TO USER 1 LOCATION HALLS FD 9 CONDITION CODE 10 DEMO FLAG 2 FLOORPLAN ITEM DUE DATE 11 WARRANTY EXP DATE 3 VENDOR INVOICE 4 PAYMENT FLAG 12 EXTENDED WARR Y N 5 AMOUNT PAID 13 EXT WARR CONTRACT 6 CHECK NUMBER CHK DATE 14 INSTALL DA
68. To bill the customer type OA at any menu and enter the order number for the customer At this screen verify that the order type is APP Verify customer PO and territory salesman Change if needed and ENTER OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 ORDER 345936 CUST 14770 SHIP TO NAME HALLS FIRE DEPARTMENT Ls HALLS FIRE DEPARTMENT ADDR 1 2 S ADDR 2 8170 KEENEN ROAD 3 H T 8170 KEENEN ROAD CITY CLINTON 4 I O CLINTON ST CNTY NC 5 P NC ZIP PST 28328 6 28328 COUNTRY Te SINGLE MULTIPLE SHIP DATES S M S 8 ORDER DATE 06 12 03 13 TERMS 30 NO TICKET 9 SHIP DATE 12 15 03 CANCEL 14 ORDER TYPE APP 10 CUST P O 583xT 15 SHIP VIA DELIVERED 11 ORDERED BY CHARLES 16 FOB 12 SPECIAL INSTRUCTIONS 17 SLMN1 14 SLMN2 15 SLMN2 18 OVERRIDE LINE ITEM TAX CD 19 A R CUSTOMER 20 FREE FREIGHT 21 STATUS OPEN TICKETS ENTER LINE TO VOID DEL TO DELETE T OTALS CAN TO CANCEL S TO POST SPOOL I TO POST PICK RIN TO CONTINUE Verify the S O serial and ENTER twice to go to final screen OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 CUST
69. W REALTIME SOFTWARE CORP A P INVOICE ENTRY 13 Jun 03 VENDOR 10035 AMERICAN EXPRESS INVOICE 15883653 BALANCE TO G L ACCOUNT AMOUNT DISTRIBUTE ENTER 2 4041001 625 00 625 00 DESCRIPTION TRAVEL APPARATUS COMMENT S N CODE EXP EXPENSE S N KEY EON COMPUMP 125058 DEBITS CREDITS 1 206000 A P REGULAR 625 00 ENTER LINE T AX ANALYSIS H EADER TO VOID P AGE OR TO POST APO3A CW REALTIME SOFTWARE CORP A P INVOICE ENTRY 13 Jun 03 VENDOR 10237 FOX INTERNATIONAL INVOICE 383661 BALANCE TO G L ACCOUNT AMOUNT DISTRIBUTE ENTER 2 135010 200 00 200 00 DESCRIPTION INVENTORY APPARATUS COMMENT S N CODE ADDED VALUE S N KEY DEBITS CREDITS 1 206000 A P REGULAR 200 00 ENTER LINE T AX ANALYSIS H EADER TO VOID P AGE OR TO POST When an ADD code is used a second general ledger entry is generated debiting the apparatus inventory account and crediting the account that was debited during accounts payable invoice entry The net effect on the general ledger is that apparatus inventory is debited and accounts payable is credited This keeps the subledgers in balance as a detail accounts payable record has been created and the detail record for the apparatus inventory has been incremented by the value of the a p invoice entry Realtime Software Corporation Page 45 New Apparatus Build Manual v2 0 fi P
70. Y TO RETURN TO SUMMARY DISPLAY New Apparatus Build Manual v2 0 Realtime Software Corporation Page 50 Realtime Software Corporation New Apparatus Build Manual F ADDITIONAL INFORMATION 3 ADDED VALUE INVENTORY ADJUSTMENT It may be necessary to adjust the cost of the apparatus for items added from stock inventory or removed from the apparatus and placed into stock This can be accomplished via Inventory Adjustments using the SN code This type of adjustment has the effect of increasing or reducing the value of the serialized item by the cost of the item being added to or removed from the apparatus Use to access the inventory adjustments program type site number and ENTER The site is the site that the new apparatus and loose equipment are in they must be the same INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 02 May 02 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER TF TRANS FROM SN S N SI SITE 01 ry NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N DOCUMENT Type in data and ENTER thru prompts as follows Qty quantity of item being attached removed always enter a positive quantity Item Item to be attached removed Unit Cost inventory cost of the item being attached removed If an item is being a
71. ample of a new order for apparatus that at this point has only the purchase order for the truck and the sales order for the customer The cost is not in column one it is in column 2 because the purchase order is OPEN and yet When it is received the truck has physically arrived then the amount will show in column 1 to see more detail A is the category for apparatus only SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 156843 PART EON ALAD SITE 01 DL DESC AERIAL LADDER 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OPEN A P SELL PRICE 218 000 00 218 000 00 218 000 00 COST 0 00 165 000 00 165 000 00 GROSS PROFIT 218 000 00 53 000 00 53 000 00 PROFITS 0 00 24 31 24 31 CATEGORY COST A 0 00 A 165 000 00 A 165 000 00 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER w Here you can see the aerial ladder that was shrunk into inventory on the first line Line 2 shows the PO that was entered with the PO on the right Select line 2 to see the PO in more detail SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 156843 PART EON ALAD SITE 01 DLM DESC AERIAL LADDER SEQ TY PART ORDER DESCRIPTION QTY TOT COST DATE DOC 1 AC EON ALAD AERIAL LADDER 1
72. correct and that all technician time has been posted If the labor amount needs to be changed select the line for labor and change the amount not the quantity ENTER to continue to final screen Realti t ti P 2 New Apparatus Build Manual v2 0 calime Safeware Corporaion Page g Realtime Software Corporation New Apparatus Build Manual OEO7A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 CUST 10560 NEW APPARATUS SALES SLM1 INT ON ORD 64 075 25 ORDER 345943 ORD DT 06 12 03 CR LIMIT A R BAL 69 303 06 SITE 01 ORD VAL 16 243 32 REM SEQ QTY ITEM NO ORD QTY TO PRICE EXTENSION ORD D DESCRIPTION UOM SHIP 001 1 KWL 931 S EA jy 580 58000 580 58 MAGNA FIRE 3000 12VOLT BIN 002 1 ALC PEL 24 EA 1 368 28000 368 28 PUMPER LADDER 22 SEC 24 BIN 003 1 ALC PRL 14 EA 1 172 26000 172 26 PUMPER ROOF LADDER 14 3 LONG BIN 004 B ALC FL 10 EA 5 124 74000 623 70 FOLDING LADDER10 6 LONG BIN 005 3 AKR 3431 EA 3 3365 08000 10 095 24 APOLLO HI RISER DELUGE GUN BIN 006 1 AKR 3433 EA ik 2583 26000 2 583 26 HI RISER MONITOR BIN ENTER SEQ TO CHANGE H EADER P AGE TO VOID RTN TO CONTINUE OEOT7A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 13 Jun 03 CUST 10560 NEW APPARATUS SALE
73. ders etc Select D for Detail Line Item Processing and change the amount on the detail line for the item EON COST If no changes to pricing are necessary hit to post POOSA CW REALTIME SOFTWARE CORP PURCHASE ORDER ADJUSTMENT 12 Jun 03 PURCHASE ORDER NO 136850 SOURCE P INV P O Y VENDOR 10194 10 SHIP VIA BEST WAY 1 VENDOR SELECTION P A K P 11 FOB 2 EMERGENCY ONE INC SPECIAL SHIP TO 3 C O SUN TRUST BANK 12 4 P O BOX 116135 13 5 ATLANTA 14 6 GA 30368 6135 TE Ta 16 8 PURCHASE ORDER DATE 05 31 03 17 9 DATE REQUIRED 05 31 03 SINGLE MULTIPLE RELEASE DATES S M S PRODUCT TOTAL 182 000 00 18 DISCOUNT 22 BUYER NAME JOHN DOE 19 FREIGHT 23 DELIVER TO 20 MISCELLANEOUS 24 PROJECT NO 21 TAX 3 S 25 CONFIRMING 125058 26 DEPARTMENT ORDER TOTAL 182 000 00 27 SPECIAL INSTRUCTIONS ENTER LINE TO CHANGE TO VOID 28 PO TYPE AV I TO INSTANT PRINT POST D FOR DETAIL ITEMS DEL TO DELETE A TO POST Realtime Software Corporation Page 10 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual C SALES ORDER RECEIVED FROM VENDOR 3 ENTER CUSTOMER NAME IN S O RECORD IF SOLD This step is 100 optional This step is purely to give more visibility to informatio
74. ee ee 22 2 GENERATE PURCHASE ORDERS FOR EQUIPMENT 000 ee see se see ee ee ee ee ee ee ee ee se ee se ee se ee se ese ese ee ee ee ee ke ee ee ee ee ee ee 26 CREATE P O FROM SALES ORDER esse n ses Se seca oe ge sege eo ee ta ee Gee fa beads spes bees Are a ty Sates se RS ee ee Easy ste nade 26 REQUISITION GENERATOR SALES ORDER TO P O e ee esse esse ee se se ee ee see ee ee ee ee se ee se ee se ee se ee se ee ee ee ee ee ee ee ee eed eed ee 30 3 MISC PURCHASE ORDER ENTRY WITH AV PO TYPE ee sees sees se esse esse ese ese see ee ke ee ke ee ee ee ee ee ee ee ee ee ee see ese ese ee ee 36 E APPARATUS PHYSICALLY ARRIVES AT DEALER LOCATION eee se esse sesse sees sees ee sees ee sees se sees se es ee be ees sees se sees 41 1 RECEIVE PURCHASE ORDER FOR APPARATUS esse ses sees se ee se ee se ee se ese ese ee ee ke ee ee ee ee ee ee ee ee ee ee see ese ese ee ee ge ee 41 2 ENTER ARRIVAL DATE AND VIN IN S O RECORD ese see se ee ee ee se ee ee ee se ee se ee se ee ee ese ee ee ee ke ee ke eek ee ee 43 F ADDITIONAL INFORMATION ue sesse ese se se ese see se ee Se Se Ee Ee Be ERA Ee Be Ee EE Be Ee EE Be Ee EE Be Ee EE Be Ee EE Be Ee Ee Be Ee Ee Be Ee Ee Be Ee Be Ee ee 45 1 TRACK COSTS THROUGH ACCOUNTS PAYABLE ees sees sees sees se es se ee se ese eser rere ee ee ee de Gee Gee Gee Ge ee ee ee ee ee 45 2 ADDED VALUE SERIAL NUMBER ADJUSTMENT ese se se see ee ee ee ee ee ee ee ee ee ee se ee se ee se esse ee
75. ee ee ee ge ee ke ee ee ee ee ee 49 3 ADDED VALUE INVENTORY ADJUSTMENT reip teisese sees sees sees se esse ee se ee se es se ee see ee EnS E ee ee sede rE bee se ee se ee ee ee ee ee 51 4 INQUIRY FOR WORK IN PROCESS AND RELATED COSTS ee se se ese ee ee ee ee ee ee ee ee ee se ee se ese ee ee ee ke ee ke ee ee ee 54 5 BILLING INTERNAL AND CUSTOMER ORDERS ee ese se se see ee ee ee ee eed ee ee Gee be ee ee ee ee Ge See ee Re RR ee ee 60 Realtime Software Corporation Page A New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual A INTRODUCTION There are many different ways that an Apparatus can be processed within Realtime The procedures that you use may be different than those outlined in this section The main concept of the Apparatus procedure is that a serial number record in Realtime is used to accumulate and track all costs and associated parts that go with the Apparatus An on hand serial number record is created within Realtime as soon as the SO number is received from the vendor This SO number is initially created with a 0 cost 0 inventory value The inventory value of this serial number record some users consider this WIP value will be adjusted throughout the Apparatus build process The serial number record can be used to track costs that have already been added to the serial number record as well as future costs This serial number record can be used to view everyth
76. f you can always enter another New Apparatus Sales Order and bill the added equipment parts or labor to the apparatus The same can be done if something was billed that shouldn t be a negative order to credit it off Once you bill the customer the apparatus is taken out of inventory and it is too late With the amount of money involved on an Apparatus sale a senior person at the dealership should review the Printout type in I at bottom to make sure everything is in order SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQ SERIAL NUMBER 125058 PART EON COMPUME DL 06 13 03 DESC COMM PUMP 1 ALREADY ADDED 2 ADDED OPEN 3 SELL PRICE 244 700 00 244 700 00 COST 199 002 48 199 002 48 GROSS PROFIT PROFITS 18 67 18 67 CATEGORY COST A 182 000 00 A 182 000 00 A CATEGORY COST ADD 200 00 ADD 200 00 ADD CATEGORY COST E 14 982 48 E 14 982 48 E CATEGORY COST S 1 820 00 S 1 820 00 EXP CATEGORY COST s ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR New Apparatus Build Manual v2 0 p F R UIRY 13 Jun 03 E SIT 01 ADDED OPEN A P 244 700 199 627 45 072 18 182 000 200 14 982 625 1 820 ENTE 00 48 52 42 00 00 48 00 00 Realtime Software Corporation Page 65 Realtime Software Corporation New Apparatus Build Manual
77. ing that is happening with the Apparatus There are many different ways that costs inventory value can be added to the Apparatus These include Added Value Purchase Orders Added Value Sales Orders Accounts Payable Invoices without Purchase Orders Added Value Serial Number Adjustments Added Value Inventory Adjustments When all work is done and the truck is ready to ship the customer will be invoiced for just 1 line item on an invoice This line item will be for the serial number record In the following pages we will use an Added Value Purchase Order to acquire the Apparatus from the vendor The use of an Added Value Purchase Order gives users the ability to easily view projected ship dates projected profit and all future truck deliveries Some users may elect to acquire the Apparatus from the vendor through an Added Value payable invoice Examples of adding values via Accounts Payable Added value sales orders Added value serial number adjustments and added value inventory adjustments will also be shown Each user will need to review what methods work the best for their business and apply those methods to the system Realtime Software Corporation Page 1 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual B ENTER PURCHASE ORDER FOR APPARATUS Type Screen Jump at any menu to enter the purchase order for a fire truck Type to search for the vendor ENTER to continue with
78. is screen you do not need to type the 3 letter prefix or to post to continue and then type P POO3A CW REALTIME SOFTWARE CORP PURC VENDOR 10709 ALCOLITE REQUIRED PURCHASE ORDER 136858 P O DATE 05 31 03 PRO LINE SITE 01 001 QTY ITEM NUMBER DESC UOM 2 ALC ALP 080 8 EA 94 2 8 ATTIC LADDER TEXT LINE TO CHANGE N OT COMPLETE H EADER P AG HASE ORDER ENTRY SINGLE 13 Jun 03 VIA BEST WAY DEPT 05 31 03 SPCL SHIP Y INV P O Y DUCT TOTAL COST PG PRICE REFERENCE 0000 11 94 20000 Es MEE cas DISCOUNT EXTENSION 188 40 E TO VOID RTN TO CONTINUI GI New Apparatus Build Manual v2 0 Realtime Software Corporation Page 39 Realtime Software Corporation New Apparatus Build Manual POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 13 Jun 03 VENDOR 10709 ALCOLITE VIA BEST WAY DEPT LAST SITE 01 REQUIRED 05 31 03 SPCL SHIP Y INV P O Y PURCHASE ORDER 136858 P O DATE 05 31 03 PRODUCT TOTAL 188 40 1 DISCOUNT 3 S 2 FREIGHT 3 MISC 4 TAX ORDER TOTAL 188 40 ENTER LINE H EADER D ETAIL I POST PRINT TO VOID TO POST I Realtime Software Corporation Page 40 New Apparatus Build Manual v2 0 fi P 8 Realtime Soft
79. l POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES NEW APPARATUS SALES CREATE SEQ VENDOR ITEM DESCRIPTION P O QTY 002 10033 ALC PEL 24 LADDER PUMPER 2 SECTION 24 1 003 10033 ALC PRL 14 LADDER ROOF 14 1 004 10033 ALC FL 10 LADDER FOLDING 10 1 ENTER SEQ S ELECT ALL D ESELECT ALL P AGE TO VOID or Enter In the above screen only the parts for vendor 10033 will be ordered since the part for vendor 10711 no longer has the next to it Hit Enter to go back to the Header screen and then to create the purchase orders POO3F CW REALTIME SOFTWARE CORP AUTO CREATE P O ENTRY 03 Oct 04 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES NEW APPARATUS SALES ADDR 1 S ADDR 2 H T CITY TO ST CNTY P ZIP PST COUNTRY 1 SHIP VIA COURIER ORDER DATE 10 03 04 2 ORDER TYPE APP NEW APPARATUS SALES DROP SHIP THE UNAVAILABLE INVENTORY TO OUR OFFICE SALES ORDER WILL NOT BE BILLED UPON RECEIPT DON T SHOW AS ON DROP 3 TERMS NET 30 DAYS 4 VEND VENDOR 10033 ALUMINUM LADDER COMP VENDOR 10033 ALUMINUM LADDER COMP VENDOR 10711 KWIK RAZE VENDOR 10711 KWIK RAZE
80. l 124 74000 124 74 RPR 1 FOLDING LADDER10 6 LONG BIN ENTER SEQ TO CHANGE H EADER P AGE TO VOID RTN TO CONTINUE ENTER to continue and then S to spool or I to print Realti t ti P 2 New Apparatus Build Manual v2 0 calime safware Corporaion Page 23 Realtime Software Corporation New Apparatus Build Manual D ORDERING EQUIPMENT FOR APPARATUS 2 GENERATE PURCHASE ORDERS FOR EQUIPMENT Purchase Orders can be created for the NEW Apparatus Order type either through the Requisition Generator Sales Order to P O or through the create Purchase Order from sales order program Both methods serve the same purpose and link the purchase orders to the sales orders in exactly the same way The Create P O from Sales Order will be reviewed first CREATE P O FROM SALES ORDER The create p o from sales order is the easier of the two methods for smaller users Normally the person entering the items on the sales order will then need to turn around and create the purchase orders for the loose equipment Type the Screen Jump PO at any menu to run the Create Purchase Order from Sales Order program This program will review all line items on the sales order that do NOT have a purchase order linked to them and then determine whether purchase orders need to be created The create purchase order from sales order will only look at line items where the quantity to
81. me Software Corporation New Apparatus Build Manual POO5A CW REALTIME SOFTWARE CORP PURCHASE ORDER ADJUSTMENT 12 Jun 03 PURCHASE ORDER NO 136850 SOURCE P INV P O Y VENDOR 10194 10 SHIP VIA BEST WAY 1 VENDOR SELECTION P A K P 11 FOB 2 EMERGENCY ONE INC SPECIAL SHIP TO 3 C O SUN TRUST BANK 12 s 4 P O BOX 116135 13 5 ATLANTA 14 6 GA 30368 6135 15 7 16 8 PURCHASE ORDER DATE 05 31 03 Ts 9 DATE REQUIRED 05 31 03 SINGLE MULTIPLE RELEASE DATES S M S PRODUCT TOTAL 182 000 00 18 DISCOUNT S 22 BUYER NAME JOHN DOE 19 FREIGHT 23 DELIVER TO 20 MISCELLANEOUS 24 PROJECT NO 21 TAX S S 25 CONFIRMING 125058 26 DEPARTMENT ORDER TOTAL 182 000 00 27 SPECIAL INSTRUCTIONS ENTER LINE TO CHANGE TO VOID 28 PO TYPE sbi P TO PRINT AS CHANGED ORDER I FOR ITEM PROCESSING DEL TO DELETE TO POST 28 The part will be whatever you inventory adjusted in on the previous step EON COMPUMP EON ALAD EON HRESC etc The serial will be the S O from the vendor POOSA CW REALTIME SOFTWARE CORP PURCHASE ORDER ADJUSTMENT 12 Jun 03 PURCHASE ORDER NO 136850 SOURCE P INV P O Y VENDOR 10194
82. n in the system If the apparatus is sold to a customer not for stock type Screen Jump SM at any menu to go to Serial Maintenance At the serial prompt SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 12 Jun 03 SERIAL NUMBER 125058XXXXXXXXXXXXXX OR ENTER FOLLOWED BY PART OR FOLLOWED BY CUSTOMER The S O serial should be unique so only one choice should appear If more than one part shows here it means you have a duplicate S O on two different part s that needs to be corrected SNO2A CW REALTIME SOFTWARE CORP SERIAL MASTER MAINTENANCE 12 Jun 03 SERIAL NUMBER 125058 MULTIPLE PART NUMBERS FOR THIS SERIAL NUMBER PLEASE CHOOSE SEQ PART DESCRIPTION 00002 EON COMPUMP COMM PUMPER ENTER P TO PAGE A TO ADD NEW PART TO CANCEL OR SEQUENCE NUMBER 1 os Cet Select line 1 and type the name of the customer in the LOCATION field 1 This is very helpful when looking at existing inventory to identify who this order is for at a glance The location field shows up on a number of inquiry screens throughout the system If the unit is not sold but is for demonstration you can type DEMO instead Then SNO2
83. ndor You may want this item to be shipped directly to the customer Select line 12 to change the Ship Via if needed Realtime Software Corporation Page 33 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual O04A CW REALTIME SOFTWARE CORP REQUISITION NO 548028 1 VENDOR 10020 2 VENDOR SELECTION P A K P 3 AKRON BRASS COMPANY 4 135 S LASALLE ST DEPT 4566 be 6 CHICAGO 7 IL 60674 4566 8 9 REQUISITION DATE 06 13 03 10 EFFECTIVE DATE 06 13 03 11 DATE REQUIRED 06 20 03 PRODUCT TOTAL 2 348 42 20 DISCOUNT 21 FREIGHT 22 MISC 23 TAX ORDER TOTAL 2 348 42 ENTER LINE D ETAIL C ONVERT TO P O S D S EQUISITION ADJUSTMENT SLIP sl 13 Jun 03 INV P O Y HIP VIA UPS GROUND PARTMENT CODE DS 11F2F PECIAL SHIP TO T CW WILLIAMS PO 501 Instrument Drive Rocky Mount NC 27804 Box 7757 ea ER NET 30 DAYS D EL KT E VOID TO POST W If there is an address line that needs to be blanked out in this case line 19 a shift underline in the field will delete anything that is already in that field Type C to convert to a PO PO04A CW REALTIME SOFTWARE CORP
84. o current system date A R A is used to add to the value R is used to reduce the value Document your initials or something that will reference the transaction Serial Master Key Item serial number displayed after document has been entered ENTER SNO2D CW REALTIME SOFTWARE CORP SERIAL ADJUSTMENTS 05 Oct 04 SITE O1 ENTER CODE TO EITHER A DD OR R EDUCE VALUE OF SERIAL ITEM NO OTY SERIAL CHARGE CODE UNIT COST CODE DATE A R 001 1 WEST SN 09 30 04 R COST ADJUSTMENT DOCUMENT ENTER SERIAL MASTER KEY Once all adjustments have been keyed in at the bottom of the screen type A and ENTER The results of the adjustment can be seen on the AVD screen of serial inquiry Screen Jump SI Realti t ti P 49 New Apparatus Build Manual v2 0 calime software Corpordion Page Realtime Software Corporation New Apparatus Build Manual SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 05 Oct 04 SERIAL NUMBER 128990 PART EON COMPUMP SITE 01 DESC COMMERCIAL PUMP
85. ou can always of Inventory Adjustments and you can start over Otherwise takes you completely out INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 12 Jun 03 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER SI SITE 01 NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N DOCUMENT 001 1 EON COMPUMP 01 EA 0 000 0 00000 SK 05 31 03 ENTER LINE TO CHANGE P TO PAGE TO VOID B TO POST New Apparatus Build Manual v2 0 Realtime Software Corporation Page 7 Realtime Software Corporation New Apparatus Build Manual C SALES ORDER RECEIVED FROM VENDOR 2 ADJUST PURCHASE ORDER FOR AV PO TYPE Now that we know the S O we want to change the purchase order for the Apparatus itself to an Added Value type purchase order Type Screen Jump at any menu to adjust the purchase order to reflect the new S O from the vendor at the prompt to pull up for adjusting Type 26 to enter the S O the entry into this CONFIRMING field is just to show visibility on the screen of the serial number POOSA CW REALTIME SOFTWARE CORP PURCHA
86. ratus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DLM 06 13 03 DESC COMM PUMPER 1 ALREADY ADDED 2 ADDED OPEN 3 ADDED OPEN A P SELL PRICE 244 700 00 244 700 00 244 700 00 COST 182 388 40 197 572 48 198 197 48 GROSS PROFIT 62 311 60 47 127 52 46 502 52 PROFITS 25 46 19 26 19 00 CATEGORY COST A 182 000 00 A 182 000 00 A 182 000 00 CATEGORY COST ADD 200 00 ADD 200 00 ADD 200 00 CATEGORY COST E 188 40 E 14 982 48 E 14 982 48 CATEGORY COST S 390 00 EXP 625 00 CATEGORY COST S 390 00 ENTER 1 2 3 OR FOLLOWED BY STATUS PR I NT OR ENTER B The entire AVD data or just selective records from the AVD data can be printed based on how the following prompt are entered Users should also study the printed report in detail and compare information to the original bid prior to finalizing the sale of the Apparatus SNO3A CW C W Williams S N ADDED VALUE INSTANT PRINT 03 Oct 04 ENTER PROFILE TO USE RT DF DESC DEFAULT SIMILAR TO INQUIRY 1 ENTER CATEGORY A 2 ENTER COST TYPE Cc ADDED OPEN A P 3 ENTER SORT METHOD CB BY COST TYPE Select S AVE DEL
87. stments Customer Change 4 Order Split Duplicate 6 Open Order Inquiry Adjust Scroll on Screen N at the screen prompt Then type O for order type and change from OEO7F CW REALTIME SOFTWARE CORP FUTURE TYPE CONVERSION 12 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES HALLS FIRE DEPT ADDR 1 S ADDR 2 HT CITY IO ST CNTY P ZIP PST COUNTRY SINGLE MULTIPLE SHIP DATES S M S TAX CODE E ORDER DATE 06 12 03 TERMS 30 SHIP DATE 06 12 03 CANCEL ORDER TYPE NEW CUST P O SO 125058 SHIP VIA BESTWAY SPECIAL INSTRUCTIONS FOB SLMN1 INT SLMN2 15 SLMN2 0 OVERRIDE LINE ITEM TAX CD A R CUSTOMER ENTER 0 RDER TYPE S TO POST SPOOL I TO POST PICK TO VOID p Type S to spool save Realtime Software Corporation Page 22 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual Type Screen Jump OA for Order Adjustments and enter the Pull up which now shows NEW and then OE07A CW REALTIME SOFTWARE CORP OPEN ORDER ADJUSTMENTS 12 Jun 03 ORDER 345943 CUST 10560 SHIP TO NAME NEW APPARATUS SALES di HALLS FIRE DEPT ADDR 1 2 8 AD
88. t is only in Column 3 if it is a type of EXP You can see more detail by typing or SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE 01 DL 06 13 03 DESC COMM PUMPER 1 ALREADY ADDED 2 ADDED OPEN 8 ADDED OPEN A P SELL PRICE 244 700 00 244 700 00 244 700 00 COST 182 200 00 196 811 72 197 436 72 GROSS PROFIT 62 500 00 47 888 28 47 263 28 PROFITS 25 54 19 57 19 31 CATEGORY COST A 182 000 00 A 182 000 00 A 182 000 00 CATEGORY COST ADD 200 00 ADD 200 00 ADD 200 00 CATEGORY COST E 14 611 72 E 14 611 72 CATEGORY COST EXP 625 00 ENTER 1 2 3 OR FOLLOWED BY STATUS OR ENTER 3ADD New Apparatus Build Manual v2 0 Realtime Software Corporation Page 46 Realtime Software Corporation New Apparatus Build Manual The different invoices will be listed here and you can see the actual A P invoice with description by entering the sequence number to the left SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE O1 DLM 06 13 03
89. ter Seq To Exit PB Page Back C Change Search or RIN to page p ENTER to continue if this is the correct customer If not to EXIT and search again OE03A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 14770 ORDER NO NAME HALLS FIRE DEPARTMENT me HALLS FIRE DEPARTMENT ADDR 1 2 S ADDR 2 8170 KEENEN ROAD 3 H T 8170 KEENEN ROAD CITY CLINTON 4 I O CLINTON ST CNTY NC 5 P NC ZIP PST 28328 6 28328 COUNTRY 7 ENTER TO EXIT S TO CHANGE SHIP TO Y OR RTN TO CONTINUE ORDER QUOTE entering information as needed The ship date in line 10 can be changed from the default date to the date the customer expects their truck Line 14 is the order type for new apparatus which will always be APP This is a very important field You can look at all the order type choices by typing a in field 14 to see descriptions Line 17 should default to the territory salesman that sold the truck If this is different then change SLMN1 to the correct salesman that will get credit for the sale SLMN2 is the person entering this order ENTER to continue Realtime Software Corporation Page 12 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual
90. the default P for primary vendor POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 12 Jun 03 VENDOR 10194 CODE P PRIMARY EMERGENCY ONE INC C O SUN TRUST BANK P O BOX 116135 ATLANTA GA 30368 6135 COD COD A ALTERNATE K KEYED fe ENTER CODE TO SELECT VENDOR ADDRESS ON P O FOR INCOMPLETE RESERVED PO TO VOID RTN TO CONTINUE P T Note Purchase Order number is automatically assigned Fill in Buyer Name and use Special Instructions for anything you want A recommendation is to put the type of truck it is that you re ordering and the customer name in this field Insert type the truck name ENTER then customer name on second line The Date Required can be used to track the anticipated arrival date of the Apparatus At the change line hit ENTER to continue POO3A CW REALTIME SOFTWARE CORP PURCHASE ORDER ENTRY 12 Jun 03 VENDOR 10194 EMERGENCY ONE INC 1 PURCHASE ORDER NO 136850 2 PURCHASE ORDER DATE 05 31 03 3 INVENTORY P O Y N T RANSFER O UTSIDE Y AFFIX R TO RESERVE 4 DATE REQUIRED 05 31 03 5 SHIP VIA BEST WAY 16 BUYER NAME JOHN DOE 6 FOB 17 DELIVER TO SPECIAL SHIP TO OR SITE OR CUST
91. the system to automatically find what needs to purchased This can be very useful when several users are working on orders at once and a purchasing manager then needs to buy the inventory The requisition generator is also useful to make sure things don t fall through the cracks i e somebody forgot to do Create P O from Sales Order Type the Screen Jump RC at any menu to run the requisition generator which looks at all open setup orders and creates suggested purchase orders called requisitions This process allows you to review the items to order and change them as needed before converting to an actual purchase orders to the vendor If the customer purchasing the apparatus wants some of their equipment drop shipped straight to them that can be changed through this process POO2G CW REALTIME SOFTWARE CORP REQ GENERATOR FOR CUSTOMER ORDERS 12 Jun 03 Display of the PROFILE HEADER table by Profile SO Profile Description 1 NEW EOP ORDER FOR NEW APPARATUS 2 NORMAL NORMAL REO C HANGE P AGE B ACK I NDEX T OGGLE R ETURN TO VOID SEQ 1 are eave END OF SEARCH INDEX You can change the parameters as needed by selecting the line numbers on the left Then type Y to execute Realtime Software Corporation Page 30 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual
92. to continue Realtime Software Corporation Page 23 New Apparatus Build Manual v2 0 fi P 8 Realtime Software Corporation New Apparatus Build Manual O EO3A CW UST 1056 Q O REALTIM NAM N EW APPA ADD ADD CITY ST CNTY ZIP PST COUNTRY N NEF Ne de ERIAL E SOFTWARE CORP RATUS SALES NUMBER IS ON HAND IN SIT ORDER ENTRY ORDER NO 345938 1 HALLS FIRE DEPT Poe 3 HT 4 10 bu E 6 Ta PART EON COMPUMP SERIAL 125058 IS THIS INFORMATION CORRECT T Y N 01 Gl 2 12 Jun 03 ENTER through the next 5 lines These are not important at this early stage before the truck has arrived This type of order is treated like a service order so there are additional fields of information that a non service order does not display OEO3A CW REALTIME SOFTWARE CORP ORDER ENTRY 12 Jun 03 CUST 10560 ORDER NO 345938 NAME NEW APPARATUS SALES 1 HALLS FIRE DEPT ADDR 1 2 S ADDR 2 3 HT CITY 4 10 ST CNTY 5 P ZIP PST 6 COUNTRY 7 PART EON COMPUMP SERIAL 125058 HOUR METER ON HAND IN SITE 01 3 STATUS O OPEN E TECH SERVICE TAG l SERVICE NOTES At the service notes field repair
93. ttached to the Apparatus it will ignore this cost and used the FIFO cost of the spare part Code SN designates this as a Serial Number transaction Date defaults to current system date A R D N A is used to add to the apparatus R is used to reduce from the apparatus Document your initials or something that will reference the transaction Serial Master Key Item serial number displayed after document has been entered ENTER INO4A CW REALTIME SOFTWARE CORP INVENTORY ADJUSTMENTS 02 May 02 CODES RC RCPTS RT RETURN SP SHPMNT SK SHRNKGE BL BIN LOT TRANS TI TRADE IN TR INTERCO TRANS VR VNDR RETURN OO ON ORDER TF TRANS FROM SN S N SI SITE 01 CHOOSE TO A DD OR R EDUCE SERIAL NUMBER VALUE A R NO QTY ITEM DESCRIPTION UO UNIT PRICE UNIT COST CODE DATE D N 001 1 BON 120555 BA 49 04000 29442000 SN 05 02 02 A AXE SHIELD HOLDER DOCUMENT LAJ ENTER SERIAL MASTER KEY Once all adjustments have been keyed in at the bottom of the screen type and ENTER Realti t ti P 1 New Apparatus Build Manual v2 0 calime software Corporahon Pages Realtime Software Corporation New Apparatus Build Manual The results of the adjustment can be seen on the AVD screen of serial inquiry Screen Jump SI
94. tus Build Manual SNO3A CW REALTIME SOFTWARE CORP SERIAL MASTER INQUIRY 13 Jun 03 SERIAL NUMBER 125058 PART EON COMPUMP SITE O1 DLM 06 13 03 DESC COMM PUMPER LOCATION HALLS FD CONDITION CODE DEMO FLAG FLOORPLAN ITEM DUE DATE WARRANTY EXP DATE VENDOR INVOICE PAYMENT FLAG EXTENDED WARR Y N AMOUNT PAID EXT WARR CONTRACT CHECK NUMBER CHK DATE INSTALL DATE ACQUISITION COST 0 00 SERVICE ORDER COMMENTS ADDED VALUE 199 002 48 TOTAL COST 199 002 48 SERV ORD S N SERV BLTN S N LAST SERV ORD HR MTR READING DATE PARENT P O NUMBER SALES ORDER 345936 001 RECEIVED DATE 05 31 03 INVOICE NO LINE RECEIVER NO INV SK DATE PRICE AV AVD ADDED VALUE DR DRH DEMO REQUEST SB SRVC BULL DH DEMO HIST S OLD TO C P CURR PREV USER Q UOTES O RDER S 1 NVOICE S AP A DDL DI INVOICE OI ORDER T EXT PO POR PO RCPTS RTN NEXT SERIAL AVD Column 1 and Column 2 should be identical in cost and gross profit This means that all outstanding AV PO s are received and all internal sales orders are billed Nothing is open or only outstanding Column 3 will be different in amount if anything was entered in Accounts Payable to EXP your original quote If something has been left of
95. ware Corporation New Apparatus Build Manual E APPARATUS PHYSICALLY ARRIVES AT DEALER LOCATION 1 RECEIVE PURCHASE ORDER FOR APPARATUS Type the Screen Jump PR at any menu to receive the apparatus purchase order Type the PO at the prompt The PO should be on the packing list If vendor used a different PO for some reason write the correct Realtime PO on the packing list PO11A CW R a ALTIME SOFTWARE PURCHASE OR D zR No 136850 CORP PURCHASE ORDER RECEIPTS ENTRY 13 Jun 03 If you re not sure answer N and go to PI for purchase order inquiry to look at the details of the customer name and the S O Otherwise type Y to continue PO11A CW R Py ALTIME SOFTWARE PURCHASE OR D ER NO 136850 VENDOR NO 1 0194 NAME EMERGENCY ONE I ADDR1 ADDR2 CITY ST CNTY P O BOX 116135 ATLANTA GA ZIP POST 30368 6135 SPECIAL SHIP TO NAME ADDR1 ADDR2 CITY ST CNTY ZIP POST KAY STOCK IT NON STOC RECEIPT WILL BE ADDED TO IS THIS THE CORRECT P CORP NC C O SUN TRUST BANK VALUE OF S N URCHASE ORD ER PURCHASE ORDER RECEIPTS ENTRY 13 Jun 03 PURCHASE ORDER DATE 05 31 03 SOURCE CODE P B O REQ NO EXPECTED DELIVERY FOB SHIP VIA BEST W

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