Software Settings

The Settings -> System settings -> Software settings page allows setting the preferences, which affect the behavior of the software.

Demo video: Software settings.

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 the 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 order details.
  9. Several invoices per PO - ability to create several incoming invoices per purchase order.
  10. Update purchase terms from PO – ability to enable/disable automatic updating of an item’s price in its purchase terms, when the item’s price is edited in a purchase order.
  11. Use planned goods –  ability to consume parts with statuses ‘Planned’ and 'On hold' in manufacturing orders and pick planned parts for shipments and transfer orders.
  12. Decimal places - ability to set the number of decimal places in price fields.
  13. Update currency rates - if turned ON, the software will update currency rates automatically each night.

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 for 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.

Additionally, it is possible to define:

  • A default tax rate for each customer at CRM -> Customers -> A customer's details page.
  • A default tax rate for each item at Stock -> Items -> An item's details page.

If an invoice is created, the following tax rate will be used:

  1. The customer's custom tax rate.
  2. If the above is not defined, the item's custom tax rate.
  3. If the above is not defined, the tax rate from Settings -> System settings -> Company 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 other operations and the planned idle times for machines. 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.
  • The software allows backward scheduling when using Enterprise pricing plan: 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.

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 the 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 entering several invoices per purchase order.

Generally, the "Several invoices per PO = Yes" functionality is intended to be used:

  • when there are several invoices per one PO. I.e. there are several different Invoice IDs.
  • when there may be an additional invoice from another company, e.g. the delivery company.

After enabling this functionality:

  • Invoices section appears at the bottom of the PO.
  • For receiving the goods into stock the invoice must be entered.
  • Additional fees are entered into invoices.
  • Payments are entered into invoices.
  • It is possible to add an invoice from another vendor to the PO (e.g. additional fees for freight).

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.

Usage notes:

  • If there are several receipts at different times, then you must enter several invoices. Even if there will be a single invoice from the vendor, in which case the same Invoice ID can be used on all of these.
  • If there will be several invoices from the vendor, then you must enter several invoices. Even if it is a single delivery received at once.
  • The limitation in this mode is that entering an invoice is not separated from stock receipt, and vice versa. 

Update purchase terms from PO

By default, the software updates the item’s price in purchase terms, when a purchase order (PO) with a different price is saved.

The Settings -> System Settings -> Software settings -> Update purchase terms from PO setting allows to disable the default behavior.

To disable this functionality, so purchase terms will not be automatically updated, select the value No.

Use planned goods

By default, the software allows using stock items in status Planned or On hold. These items can be consumed in manufacturing orders or picked in shipments and transfer orders.

The Settings -> System Settings -> Software settings -> Use planned goods setting allows to deny using the planned goods.

To disable this functionality, and deny consumption or picking of planned goods, select the value No.

Decimal places

The Settings -> System Settings -> Software settings -> Decimal places settings allow changing the number of decimal places used for unit, subtotal and total prices in CRM, Procurement, Stock, and Production planning modules.

By default,

  • prices have two decimal places,
  • except the price per unit in CRM and procurement sections. These prices can have four decimal places.

For numbers, smaller than 0.1, no rounding is performed and they are displayed based on the full internal precision, that is 10 decimal digits.

General rounding rules

With the above exception, MRPeasy uses a uniform rounding approach almost everywhere around the system:

  • Numbers above 0.1 are rounded to show 2 decimal digits.
  • Numbers below 0.1 are not rounded and are shown with all available decimal digits (up to 10).

Update currency rates

MRPeasy allows adding additional currencies to your account. By default, the currency rate that you entered is not updated automatically. To enable automatic updates, change the value of the Settings -> System Settings -> Software settings -> Update currency rates to Yes.

This function requires that all currencies are defined as 3-letter codes according to the international standards (USD, GBP, AUD, EUR, etc.). See: https://en.wikipedia.org/wiki/ISO_4217

The provider of the real-time rates is Openexchangerates.org. The rates are mid-market rates derived from the mid-point between the "buy" and "sell" transactional rates from global currency markets. 

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