User Manual

Software Settings

The Settings -> System settings -> Software settings page allows setting the preferences for the software.

The following settings can be set from this page:

  1. Edit mode - if documents can be edited right away when opened, or "Edit" button must be clicked. 
  2. Worker sees in "My production plan" - visibility settings of other operations for the worker in "My production plan".
  3. Worker sees in Internet-kiosk - visibility settings of scheduled operations for the worker in Internet-kiosk.
  4. Different tax rates - possibility to set tax rate for every item on an invoice.
  5. Advanced Internet-kiosk - option to show more information in the Internet-kiosk.
  6. Backward scheduling - backward scheduling for just-in-time delivery when automatically scheduling from a Customer Order.
  7. Flexible CO quantity - if a Manufacturing Order (MO) was automatically created from a Customer Order (i.e. make-to-order), then if the final MO quantity changes, then the Customer Order quantity will be updated.
  8. Materials requisition - ability to create materials requisitions in manufacturing orders details.
  9. Several invoices per PO - ability to create several incoming invoices per purchase order.

Edit mode

By default, the Edit mode is turned off, which means that all documents are editable right away when opened.

Enabling Settings -> System Settings -> Software settings -> Edit mode forces the user to click the Edit button in a document if the user wishes to update it.

If several users try to edit the same data simultaneously, they may overwrite each other’s changes. Turning this setting on locks the document for whoever opened its Edit mode first, and thereby solves the problem.

Read also: What is the lock handler?

Worker sees in "My production plan"

The Settings -> System Settings -> Software settings ->  Worker sees in "My production plan" allows choosing which operations from a Manufacturing Order are visible for the worker when looking at a Manufacturing Order in the "My production plan" section.

The worker can either see:

  1. All operations from a Manufacturing Order, where the worker has an operation to perform.
  2. The worker's operations plus the previous and the next.
  3. The worker's operations only.

Worker sees in Internet-kiosk

The Settings -> System Settings -> Software settings ->  Worker sees in Internet-Kiosk allows choosing which scheduled operations are visible for the worker in the Internet-kiosk.

The worker can either see:

  • All operations that are scheduled to this worker.
  • Ready for execution - operations are displayed only when all previous operations in that MO are finished.

Advanced Internet-Kiosk

When the setting Settings -> System Settings -> Software Settings -> Advanced Internet-kiosk is turned on, then the internet-kiosk displays more information than by default.

When this setting is turned on, then the user can:

  • see parts and materials,
  • see attached files,
  • report serial numbers of used parts and ready products.

Different Tax Rates

If the Settings -> System Settings -> Software settings -> Different tax rates option is turned on, it is possible to set a separate tax rate for every product on an invoice.

A default tax rate can be set in stock item’s details.

Backward scheduling

When booking products for a customer order, the software can automatically create manufacturing orders for products that are missing at the stock.

Turning the Settings -> System Settings -> Software settings -> Backward scheduling setting on enables backward scheduling for just-in-time delivery, according to the Customer Order's delivery date, when automatically scheduling Manufacturing Orders from a Customer Order.

  • The scheduling takes into account all limitations in resources, including other jobs, the planned idle times for machines and lead times of out of stock materials. To use automatic scheduling, the item must have a Bill of Materials and a Routing.
  • By default, the software schedules the Manufacturing Order to the first available time, which is called Forward planning.
  • In the Enterprise pricing plan the software also allows backward scheduling: when you set the Delivery date, the software will try to find the latest possible time to finish Just-In-Time before the Delivery date.
  • If it is not possible to finish before the Delivery date, the first available time is scheduled.

Flexible CO quantity

When booking products for a customer order, the software can automatically create manufacturing orders for products that are missing at the stock.

If the Settings -> System Settings -> Software settings -> Flexible CO quantity option is turned on and a manufacturing order, which was created automatically, is finished with a different quantity, the quantity in the customer order will be updated.

Materials requisition

If the Settings -> System Settings -> Software settings -> Materials requisition option is turned on, it is possible to create Materials requisition PDF in manufacturing order details page. Materials requisition layout can be configured in the PDF Editor.

Several invoices per PO

By default, one purchase order can be associated with one incoming invoice only.

Changing the Settings -> System Settings -> Software settings -> Several invoices per PO to Yes allows creation/enter of several invoices per purchase order.

After enabling this functionality:

  1. Invoices section appears in the bottom of the PO.
  2. For receiving the goods into stock the invoice must be entered.

After enabling this, it is not possible to add several invoices to pre-existing POs, if they already:

  • have an invoice number,
  • have payments entered,
  • have been received, fully or partially.