Outline: MRP has been run and Planned Orders exist for Manufactured Assemblies or finished products PL Status 1 is approved in Order Navigator MF Status 2 is Released to MF Status 3 – Released Shop Order Shop Paperwork is printed Components are issued Operation completions are done Order is received to stock complete and moves…
Exact MAX Training How to Process a Sales Order in Exact MAX Basic Sequence: If Part Sales information does not exist (Pricing) – add it. Create Sales Order Print Sales Order and Acknowledgement Forms Procedure 1) Log into MAX 2) In System Manager > Customer Tab > Sales Order Processing 3) Add Part…
1) Review the Batch fixes and Enhancements and associated info 2) From the DB Server a. Backup your data. b. Download the Batch form the portal c. If you run Balance Point apps close them out – read only stuff like Event Manager is okay to keep running – it’s apps that update that could…
Outline: Note: If you own the Warranty Tracking Module then please review the basic RMA processing. Adding the rework shop order is part of the overall procedure. Receive Defective Product to Inventory Create Rework Shop Order Add Unit to be repaired to the Order Bill and any other Components required for the repair to shop…
Outline: 1) Setup 2) Procedure a. Requisition b. Directly Add Non-Inventory PO Setup: 1) System Configuration Switches a. Set GL Ref required if desired GL Reference Required: If you set this switch to Y, Exact MAX will require a valid GL Reference when receiving non-inventory purchase orders (see Inventory > Transactions> Non-Inventory tab). If an…
Most users of MAX at one time or another have run into the arduous task of trying to edit MAX forms and reports. The main thing to realize is that the report extract file pre-creates report sections. If you look at the formulas you’ll see {Report_Extract.GRP} < 10 or =1 and so on. Well, if…
On occasion I have users tell me that their Access applications or external apps are not working after an upgrade. If you’ve done a backup or restore of a database you might have lost security to it. Check the security for the MAX Users group if you have one or the specific user/s User Mapping….
1. Start the MS Access app by holding down the shift key while double clicking the Access.MBD file (bypasses any Macro or Switchboard Screen that could prevent access to the tables) 2. Select to access all tables only 3. Right click a MAX Table and rename it to (table name)_old 4. Click on External Data…
Configuring the MRP Command Line 1) First create a user called EXPLOSION with password EXPLOSION (or other) with access to the MRP Explosion in the MRP module. All other selections can be set to Read or No Access. 2) Reg Update (not required in 5.5.6 update) NOTE!! 5.5.6 Has the capability to specify the company…
It is quite common to backup and restore. Here’s a procedure to help you do it in SQL 2012. Backup 1) Log into SQL Server Management Studio on your Database Server (server that has SQL Server Loaded) 2) In the Object Explorer expand the databases tree and right click on the database name that you…