Starter Kit

1. Starter Kit

2. Starter kit • Production: • Cut operations receiving • ECN (Eng. Change Notice) • Auto copy to prod orders details • Shop floor reporting • Generic part number • Non part number (NPN) • Kanban • Quality: • Receiving inspection • Truck Inspection • In process inspection • Logistics: • Quick orders • Container tracking • Commission • Sales History Forecast Generator • Financial: • Copy forecasts to budget • Landed cost • Charge back

3. QUALITY – Receiving inspection • Identify items that need receiving inspection • Define required test • Qualitative • Quantitative • PO receiving • Received items are • ‘On hold’ for issue • MRP available

4. QUALITY – Receiving insp • Inspection activity • To do list for inspectors • Record inspection results • Action • Release item in inventory • Available for consumption • Return to vendor or scrap • MRP unavailable • Results can be recorded by lot\serial no

5. Quality – Truck Inspection • Identify vendors requiring truck inspection • Define required truck inspection Types and Test • Qualitative • Quantitative • At receiving • User enters truck ID • User prompted to record truck inspection results • Inspection results are attached to the PO

6. QUALITY – In process inspection • Identify routings requiring inspection • At Operation level, define inspection steps • Qualitative • Quantitative • Inspection performed • during production Shop Floor reporting integration • later date (ex: lab tests done by subcontractor) • To do list generated for quality personnel

7. Quality • Inspection results: • Qualitative • Pass – Fail • Entered by user • Quantitative • User enters test result • Pass – Fail updated automatically • Inspection results: • Received items • Truck • Manufacturing order

8. PRODUCTION – Shop floor reporting • Cost effective and simple interface used on shop floor terminals to: • View Production Order by work center and scheduled dates • View work instructions (documents, drawings…) • Track actual setup and run times • Issue components in real time • -Receive production to Inventory in Real time

9. PRODUCTION – Shop floor reporting

10. KanBan • Support use of Kanban trigger for fabrication of sub-assemblies • Simple interface used on shop floor • User selects • Manufactured item • Qty completed • Application • Creates required Production orders • Records production time based on estimated time • Issue components (backflush)

11. NON-PART NO (NPN) Purchasing • Purchase one shot items for production order • Defined on BOM to automatically create a PO • Vendor • Vendor part number • Pricing etc. • PO receipt generates automatic consumption on PO • Users are informed to what PO to route the received part • Central list of all NPN’s that need to be purchased and ability to generate PO’s automatically. • Cost of items will flow to correct job at actual costs amounts

12. NON-PART NO (NPN) Purchasing

13. Part number Generic • Allows using generic item no for manufactured item sold • Avoids the need to create a unique item no each time a unique item is required • Upon shipment to customer • Linked production order is received • Linked production order is closed

14. Automated copy to Prod. Orders • Upon production order creation, system automatically copies to the production order all relevant information like: • Comments • Linked documents • Quality measures

15. Eng. Change Notice (ECN) • Establish controls and manage process of changes to BOMs and routings. • Create workflow with multiple user groups • Apply electronic signatures for approvals and completions • Track ECN and revision history on BOMs and routings • Maintain audit trail on changes to the • ECN • BOM • Routing

16. Eng. Change Notice (ECN)

17. Cut operation management • Manage Work centers where multiple parts are cut from a single sheet • Once cut is completed user can: • Import list of parts cut from cutting machine • Or do a manual selection in NAV of the parts • Upon completion of Cut operation the system automates. • Creation of a production order in NAV for each part cut. • Automatically generates the required production order for each part, issues required material to each production order and closed the production order, receiving the cut parts to inventory at the correct cost. • Can automatically issues the cut parts to their parent production orders. • Scrap can be proportionally issued on part production orders, inventory adjusted or returned in inventory.

18. Cut operation management

19. Quick Order • Quick order allows user to view recently ordered items from a customer while in order entry and add QTY they want of each item to be placed on the current order.

20. Copy forecast to budget • From a standard NAV MRP forecast • Explode the forecast to a financial budget • Using the items cards • Get the selling price and cost • Multiply the quantities for each period • Update the financial budget in a pre-defined GL account for revenue and Cost Of Goods Sold (COGS)

21. Generate Forecast from Sales History • Generate MRP forecast based on historical usage of each parts • Function that calculates usage of parts • By period • Feed MRP forecast for corresponding future periods

22. Intercompany Sales & Shipping • Allow shipping to customer for sales order captured in company A and shipped from company B

23. Landed cost • Manage foreign purchases being shipped into containers • Upon shipping confirmation by supplier landed cost functionality allows to: • Group POs under a ‘In Transit’ record • Receive POs in inventory • Transfer the inventory into a ‘In Transit’ • Receive the inventory In Transit on site • Distribute the freight cost, insurance cost, broker fees on POs assigned to the In Transit record.

24. Landed cost

25. Container tracking • During In Transit operations • Allows tracking of • Freight service company • Container(s) Id(s) used

26. Charge Back • Function that manages customer discounts that need to be charged back to the customer.

27. Commission • Sales commissions are calculated based on groupings: • Customer grouping • Items, resources or GL accounts • Sales persons grouping • For each of those groups • Calculation based on % assigned to each group • Commission paid 2 different ways • At invoicing • At cash commission