Activant Prophet 21 Secondary Processing

This class is designed for… for „ New and existing Prophet 21 customers who

need to learn Secondary Processing

Objectives

„ Choose appropriate system settings „ Establish maintenance records „ Create and utilize process transactions „ Launch L h QA processes ffrom material t i l receipts i t

(PO and transfer receipts)

This course will NOT cover cover… „ Production Order Processing „ Order Entry „ Item Maintenance „ Generating Purchase Order Requirements

Secondary Processing „ Converting one “raw” item to a “finished” good ‹ Examples include repackaging (unpackaged=raw, packaged=finished), packaged finished), powder coating, plating, etc. ‹ Processing can be done internally or outsourced to a fabricator ‹ Process costs can be applied to the raw item to add to the value of the finished good

System Setup „ System Setup/System/System Settings

Company Maintenance „ Company Maintenance

„ Process Clearing Account ‹ Used to rollup process costs into the finished good „ WIP COS Account ‹ Cost of the raw material for non out-sourced processes

Item Maintenance „ Create “Raw” and “Finished” item in Item

Maintenance

Process Maintenance „ A distinct action in which a status status, quantity and

cost needs to be tracked „ Examples include bagging bagging, labeling labeling, plating plating,

threading, welding, powder coating „ Processes can be serialized if the finished item

requires it „ Fields available to assign g costs,, p production

time, and third-party vendor to the process

Process Maintenance

Process Maintenance

Process WIP Account- Holds the accumulated value of inventory while while work is passed from one stage to another. Acct type = current liability

Process Maintenance „ Estimated Hours ‹ The approximate time in hours that the process takes to be completed ‹ This will be combined with the Estimated fields in other processes to derive a completion date ‹ Hours that constitute a day are determined in System Settings

Process Maintenance

Cost is added to the finished item’s cost.

Process Maintenance

„ Finished UOM ‹ Cost based on the UOM of the finished item and qty for the finished item ‹ Finished UOM X Cost = Process Cost „ Hours ‹ Cost is based on hours for the process ‹ Estimated E i dH Hours X C Cost = P Process C Cost ‹ Can add Lag Hours to individual processes

Process Maintenance „ Process ‹ Cost is based on a flat rate „P Process UOM ‹ Calculates cost based on the UOM defined in the Process UOM field ‹ [(raw item qty X raw UOM size) X process UOM size] X cost = Process Cost

Process Maintenance „ Raw UOM ‹ Calculates cost based on the qty and UOM size of the raw item ‹ (raw item qty X raw UOM size) X cost = Process Cost „ Weight ‹ Calculates cost based on the weight and number of the raw item ‹ (raw item qty X raw item weight) X cost = Process Cost

Raw WIP item Id

Process Maintenance

Process Maintenance „ PO Required ‹ PO will print with a label of “Process Purchase Order”

Pre-Defined Pre Defined Routing „ Create template for common processes ‹ Secondary Processing/Maintenance/PreDefined Routing

Pre-Defined Pre Defined Routing

Pre-Defined Pre Defined Routing

Pre-Defined Pre Defined Routing

Secondary Processes „ Creating Secondary Processes ‹ Manually ™

‹

Order Entry with a “M” disposition ™

‹

Finished items are stocked Order Taker starts the process

PO Requirements/Generation ™ ™

Order taker orders the finished item Buyer starts the process

Manual Process „ Create and start process in Secondary

Processing module „ If Process is “outsourced” outsourced and PO is required, required

upon save, PO will be generated ‹

When material is returned,, it must be received in Purchase Order Receipts

„ If process is not outsourced, material is manually

“Moved” to next stage

Manual Process „ Material must be moved through each process

manually or automatically depending upon system y setting g „ Through each process, a Traveler can/must be

printed. This form can be used as a work order or pick ticket depending on the situation.

Manual Process

Process Transaction window

Secondary Process

Secondary Process

Secondary Process

Secondary Processes are not started until a figure is MANUALLY entered in Qty Started.

Secondary Process

Secondary Processing

Process Order/Traveler

Print a Process Traveler to follow the raw item so you know which process it’s it s currently ‘in’ in .

Process Order/Traveler „ After one printing, printing the Process/Order Traveler

form has to be reprinted

Process Order/Traveler

Moving Material

Moving Material „ Type Quantity you are moving

Process Transactions

Finished Good „ Keep moving through processes until you get to

the last process

Backflush processes „ Backflushing consolidates multiple steps into one one,

allowing you to complete a series of processes within the system all at once, thus reducing the time working in the system system. „ To backflush a transaction is to complete multiple

p processes all at once. Instead of moving g through g each process of a transaction one at a time, you complete a later process, mark it backflush, and p saving g the system y completes p that p process upon and all those that occur before it. When you backflush a process the system records default or estimated values,, such as costs,, as the actual values for the prior processes.

Backflush process process, 2 „ In order to backflush to a particular process process, all

prior processes must also be marked backflush. For example, if you have a five process transaction and all process but number 4 are transaction, marked backflush, you could backflush through process 3, but not 5. Because process 4 is not marked backflush backflush, the system must stop there there. „ While backflushing is available for almost all

material p processing g transactions,, there are several circumstances that preclude its use: 1. A process requires the selection of material from

among several lots lots. 2. A process has an unreceived process PO.

Cancelling and Adjustments „ Cancelling an entire Process Transaction

Cancelling and Adjustments „ Cancelling an entire Process Transaction

Cancelling and Adjustments „ Cancelling an entire Process Transaction „ Qty lost in process

Cancelling and Adjustments „ Cancelling an entire Process Transaction „ Qty lost in process

Process Purchase Orders „ Process Transactions ‹ Process PO created when material is placed into the associated process „ Purchase Order Receipt ‹ Confirm returned quantity after processing ‹ Move material based on system setting

Process PO „ Process POs CANNOT be manually created „ Process POs can be printed and reprinted from

Purchasing > Reports > Purchase Orders „ List of Open Process POs can be printed from

Purchasing > Reports > Open POs ‹

Parameter for PO Type ™

Indicate to print for just Process POs

Process Purchase Orders „ If outsourced with a PO, upon Save the Process

PO will ill b be created d automatically i ll

Process Purchase Orders

Canceling Process Purchase Order

Receiving PO Processes „ Inventory > Transaction > Purchase Order

Receipts

Next Process „ How does the next process get started after

Process PO is received? ‹

‹

Go to Process Transaction in Secondary Processing and manually move to the next stage or… Set the system so it automatically goes to the next stage

System Setting „ Material goes to the next process when it is

received

PO Process Receipt

Process PO Receiving Report „ Secondary Processing > Reports > Process PO

Receiving Report ‹

Displays Inventory Receipts for PO Process Purchase Orders

Process PO Receiving Report

Modifying Secondary Process Transactions „ Splitting processes

Modifying Secondary Process Transactions „ Splitting processes

Modifying Secondary Process Transactions „ Splitting processes

Secondary Processes „ Creating Secondary Processes ‹ Manually ™

‹

Order Entry with an “M” disposition ™

‹

Finished items are stocked Order Taker starts the process

PO Requirements/Generation ™ ™

Order taker orders the finished item Buyer starts the process

Order Entry „ System defaults to “B” disposition „ “M” Disposition creates Secondary Process

Order Entry „ Process tab will automatically retrieve the Pre Pre-

Defined Route

Order Entry „ Click RMB to add, add delete, delete move processes

Order Entry „ When order is saved saved, process is created „ System setting to automatically start the process

Secondary Processes „ Creating Secondary Processes ‹ Manually ™

‹

Order Entry with a “M” disposition ™

‹

Finished items are stocked Order Taker starts the process

PO Requirements/Generation ™ ™

Order taker orders the finished item Buyer starts the process

Generate PO Requirements „ If order is “B” disposition, disposition buyer can decide to

make or purchase when Generating PO Requirements q

Generate PO Requirements „ Process tab

Generate PO Requirements „ Click Right g mouse button on top p half to add/edit

route

Generate PO Requirements „ Click RMB on bottom half to add/edit/move

processes

Generate PO Requirements „ Secondary yp process will be automatically y created

Generate PO Requirements „ If system setting is enabled enabled, process will

automatically be started

QA Process

QA Process „ Create QA Process in Process Maintenance

QA Process „ Create Pre-Defined Route

QA Process

QA Process „ When material is received a QA secondary

process will be created „ Process must be started in Secondary

Processing > Transaction > Process Transaction

Summary „ Choose appropriate system settings „ Establish maintenance records „ Create and utilize process transactions „ Create QA/QC processes from material receipts

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