Note: Refine these based on your accounting system and internal procedures. These processes represent the steps to do in MAX to process accounting data. Your process may differ depending your own internal practices. Vouchering and Posting Sales Orders, Vouchers and GL PO Receipts, GL Transactions and Sales Order Shipments need to be processed. This section…
1) Open Event Manager 2) Click Alert Editor Tab 3) Select Connection Tab at the bottom left 4) Fill in Connection Builder (Gmail example) 5) For Domain Accounts
1) Log into MAX 2) Click on the Engineering Tab in the System Manager 3) Click on the ECO Module 4) Verify internal processes and codes by selecting Tools / Edit Codes – Verify your internal processes and procedure and all default codes to ensure these meet your internal processes and approvals. 5) ECRs (customer…
There is a Part Type Code in MAX called a Tool part – Type “T”. This part type has some very useful functionality and it may be of use to you. The reason why you use a “T” part type is because you have the need to pick and use tools in the process of…
· Unless you are forced to do so by something out of your control, never start an item number with a zero. Just trust us on this. · Avoid using letters that can be confused with numbers. The main culprits are O,I, and L. · DO NOT use a manufacturer’s serial number or part number…
Delete a Part in Exact MAX ERP You can delete a part from the part master by clicking the Delete key when the part is displayed on any of the tabs other than BOM. To delete a part, all of the following conditions must be met: 1. The part cannot be a component or a…
Outline: Add Parts and Part Specific Information Add Bills of Materials Add new routing for the top level part to automatically roll the labor cost from the routing. Recalculate Low Level Codes Roll the Cost for the new Assembly Open Bill of Materials Module 1) Open the MAX system manager. 2) Click the Engineering Tab…
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…
I thought I would list out some important dates to help folks to plan for the end of support dates. If you have questions please contact me ASAP. 1) SQL 2005 End of Support April 2016 2) MAX Shop Calendar End of this Year 3) Access End Dates for those on Alliance and those who…
Processing a Configured Order – Concise 1) Add Configured Sales Order a. System Manager > Customer Tab > Sales Order Processing b. Activity > Order Entry c. Sales Order > Sales Order > New d. Select Customer e. Add Line for Family Part f. Tab off price and date > Note the Master Scheduled Shop…