1) Bills of Materials – Add Parts and BOM
a) Go through all tabs and enter part specific information
b) Use Visual BOM to add Bills
2) Shop Floor Module
a) Add Work Centers if needed or use existing ones
i) Select Shop Floor Execution
(1) Select Activity > Work Center (Note: that if this is a Subcontract Operation you must select the Type as Outside
b) Add Routings for Top Level Units (if in use)
i) If it is a subcontract process then add Service ID and Primary Vendor for the Service
ii) Routings – the routing is where you link the “M” or “A” top level part, workcenter and specific step or operation sequence. If you define work centers then you need to define which parts are going through those work centers and what the sequence is (Operation Sequence). Code the operation sequence which sufficient space in case you need to insert other operations i.e. 0010, 0020 etc. Add a description and use the default settings. If the operation is going to a Subcontract / Outside Workcenter then enter the Service ID and the Primary Vendor.
3) Purchasing Module
a) Add Primary Vendor
i) Select Activity > Purchasing Data > Purchase Part Data – Note: MRP generated planned orders will not show a Vendor in the Vendor column of the grid if this default is not entered.
b) Add Vendors
i) Select Activity > Purchasing Data > Vendor Master
(1) Enter all the information for this Vendor. If this Vendor is a Subcontractor then the Type needs to be Subcontract.
ii) Click the More button to add additional required data
c) Add Part Vendor
i) Select Activity > Purchasing Data > Part Vendor
(1) Enter the Vendor
(2) Click the button at the top to select a part in the Part Master
(3) Enter all other information and Price Break data
(4) Double click and Browse the Service ID to associate the Vendor/Part/Service ID for the “M” Master Scheduled parts.
4) Sales Order Processing
a) Select Batch > Update Part Sales
b) Select Activity > SOP Data > Part Sales
i) Add the Stock location the Part will ship from most often
ii) Click the Price Breaks tab and enter the unit price
c) Select Activity > SOP Data > Customer Master
i) Enter the Customer ID, Address and all other pertinent information