e-Prelude.com Maintenance and Inventory Management Guide
e-Prelude.com
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Items Maintenance
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Software Information Chart
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Technical
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Costing
General
Ledger
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Item Definition
•
Items represent all the materials of which
you want to manage flows and inventories
•
They can be
purchased
or
manufactured
4
Item creation process
•
Enter required data into codification
tables
–
Unit of measure
table is already filled with
UN : Each
•
Create the vendor
•
Enter items characteristics
•
For purchased items, select the vendor
5
Table Maintenance
Access:
Engineering
Menu,
Unit of Measure Table Maintenance
Option
6
Warehouse Table
Access:
Logistics
Menu,
Warehouse Table Maintenance
Option
7
Accounts Receivable and
Accounts Payable functions
•
The Accounts Receivable and Accounts Payable
functions require additional information located
in four tables:
•
VAT Rate
Table (AR&AP menu)
•
Payment Term
Table (AR&AP menu)
•
Payment Mode
Table (AR&AP menu)
•
Item Category
Table (Engineering menu)
8
VAT Rate Table
1
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)
3
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V
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Access:
AR&AP
Menu,
VAT Rate Table Maintenance
Option
9
Terms of Payment Table
1
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3
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M
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t
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3
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V
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Access:
AR&AP
Menu,
Term of Payment Table Maintenance
Option
10
Payment Mode Table
1
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C
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3
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a
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2
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N
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Access:
AR&AP
Menu,
Payment Mode Table Maintenance
Option
11
Item Category Table
Access:
Engineering
Menu,
Item Category Table Maintenance
Option
Was created at folder creation
12
Item types
•
Two Item types depending on their source
–
Manufactured
items
•
T
h
e
y
w
i
l
l
h
a
v
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a
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o
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t
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–
Purchased
items
•
T
h
e
y
w
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a
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a
p
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f
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r
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v
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n
d
o
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•
To create an item, its type must be selected first
(the item type cannot be changed later)
•
Note: there other item types which will be discussed later
13
Creating Items
1- Select the
item type
2- Enter item code
and its description
3- Enter
Unit of measure
and warehouse codes
4- Other optional
information
5- Enter Selling price
Access:
Engineering
Menu,
Item Table Maintenance
Option
6
.
V
a
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e
14
Item Management parameters
•
Reorder policy
and
Lot sizing rule
define the way
the item will be planned
•
The
Lead Time
specifies the number of days
normally required to get items
–
from a vendor (purchased items)
–
from the plant (manufactured items)
15
Creating Items
1- Select
the reorder policy
in the drop-down list
2- Select
the lot sizing rule
3- Enter
the lead time
4-Validate
Access:
Planning
Menu,
Item Reorder Policy
Option
16
Vendor Entry
Access:
Purchasing
Menu,
Vendor Maintenance
Option
3
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4
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5
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C
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17
Vendor Catalog
1 – Enter Item
code (or pick it
in the drop-down list)
3 – Enter vendor
lead time for the item
4
–
Validate
2 – Enter
purchasing price
18
Purchased Item Vendor Selection
1 – Select Item
2 – This vendor is the
preferred vendor
for this item
Access:
Purchasing
Menu,
Purchased Item Vendor Selection
Option
19
Multiple vendors
•
A purchased item can be sourced from
several
vendors
•
All the vendors should be entered in the data
base (with the selling price and lead time)
•
One vendor is selected as the
preferred vendor
for the item
- it is the vendor on which the purchase
requisitions will be automatically issued)
- the item lead time is automatically set to the
preferred vendor lead time
20
Item List
Access:
Engineering
Menu,
Item List
Option
End of Session 1
21
Dive into the world of e-Prelude.com through this comprehensive guide that covers items maintenance, software information chart, item definition, item creation process, table maintenance, warehouse table access, accounts receivable and accounts payable functions, VAT rate table, and terms of payment table maintenance. Learn about managing flows, inventories, vendors, unit of measure, warehouse tables, payment terms, VAT rates, and more.
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Presentation Transcript
e-Prelude.com Tour - session 1 Items Maintenance
Software Information Chart Items S1 S&OP Forecast Items S2 S5 BOM Orders BOM Technical Data Master Production Schedule Technical Data Orders S6 Resources Resources Inventory S4 MRP Inventory MRP Routings S3 Routings Shipments Production Orders Requisition Orders S8 S10 Scheduling Order Release Procurement Scheduling Order Release General Ledger Costing General Ledger Procurement Costing Production Activity Control Production Activity Control Receipt S7 S9 2
Item Definition Items represent all the materials of which you want to manage flows and inventories They can be purchased or manufactured 3
Item creation process Enter required data into codification tables Unit of measure table is already filled with UN : Each Create the vendor Enter items characteristics For purchased items, select the vendor 4
Table Maintenance Access: Engineering Menu, Unit of Measure Table Maintenance Option 5
Warehouse Table Access: Logistics Menu, Warehouse Table Maintenance Option 6
Accounts Receivable and Accounts Payable functions The Accounts Receivable and Accounts Payable functions require additional information located in four tables: VAT Rate Table (AR&AP menu) Payment Term Table (AR&AP menu) Payment Mode Table (AR&AP menu) Item Category Table (Engineering menu) 7
VAT Rate Table Access: AR&AP Menu, VAT Rate Table Maintenance Option 1. Enter a VAT code ( 2 for example) then a description 3. Validate 2. Enter the VAT rate ( 20 for example) 8
Terms of Payment Table Access: AR&AP Menu, Term of Payment Table Maintenance Option 1. Enter the code 30EOM the a description 3. Validate 2. Select options - 30 days - End of Month 9
Payment Mode Table Access: AR&AP Menu, Payment Mode Table Maintenance Option 1. Enter the code CHK then a description Check 3. Validate 2. Select options - Cash - None 10
Item Category Table Access: Engineering Menu, Item Category Table Maintenance Option Was created at folder creation 11
Item types Two Item types depending on their source Manufactured items They will have a routing Purchased items They will have a preferred vendor To create an item, its type must be selected first (the item type cannot be changed later) Note: there other item types which will be discussed later 12
Creating Items Access: Engineering Menu, Item Table Maintenance Option 6. Validate 1- Select the item type 2- Enter item code and its description 3- Enter Unit of measure and warehouse codes 4- Other optional information 5- Enter Selling price 13
Item Management parameters Reorder policy and Lot sizing rule define the way the item will be planned The Lead Time specifies the number of days normally required to get items from a vendor (purchased items) from the plant (manufactured items) 14
Creating Items Access: Planning Menu, Item Reorder Policy Option 1- Select the reorder policy in the drop-down list 4-Validate 2- Select the lot sizing rule 3- Enter the lead time 15
Vendor Entry Access: Purchasing Menu, Vendor Maintenance Option 1. Enter its code and its name (other fields are optional) 4. Validate 2. Enter the usual delivery lead time 5. Catalog 3. Select payment term 30EOM 16
Vendor Catalog 1 Enter Item code (or pick it in the drop-down list) 2 Enter purchasing price 4 Validate 3 Enter vendor lead time for the item 17
Purchased Item Vendor Selection Access: Purchasing Menu, Purchased Item Vendor Selection Option 1 Select Item 2 This vendor is the preferred vendor for this item 18
Multiple vendors A purchased item can be sourced from several vendors All the vendors should be entered in the data base (with the selling price and lead time) One vendor is selected as the preferred vendor for the item - it is the vendor on which the purchase requisitions will be automatically issued) - the item lead time is automatically set to the preferred vendor lead time 19
Item List Access: Engineering Menu, Item List Option 20
