Manufacturing > Set Up MA Module Parameters > MA Module Setup

The General Information Page allows you to define the settings for MA period-end closing, decimal places for unit cost and quantity as well as bill of materials and work order transaction controls.

To set up the parameters in this page, perform the following steps:

1.In the Period-End Closing area, provide the following settings for the period-end closing process:

oCurrent Period

This field displays the current year and current period name. The default value is the first period of your current fiscal year. When you set up the MI module for the first time, click the List box button to select the appropriate fiscal year and period name. The system automatically increments the period every time you perform Period-End Closing. The system also increments the fiscal year when you close the last period of the current fiscal year. The Current Period field becomes inaccessible after the initial setup.

2.In the Decimal Places area, specify the following:

oUnit Cost

Enter in this field the number of decimal places (0 - 6) that you want to appear in the Unit Cost fields of the inventory items in the maintenance records and transaction functions. Alternatively, you may click the Spinner button to increase or decrease the value in this field.

The Unit Cost decimal place setting cannot be changed to a number lesser than the current. The system, however, will allow you to increase the decimal place setting. When you click the OK button to save the change, a message will be displayed warning you that the unit cost decimal place setting can no longer be decreased once it is saved. Click the Yes button to proceed; otherwise, select the No button.

oQuantity

Enter in this field the number of decimal places (0 - 4) that you want to appear as the default value in the Qty Decimals field in the Inventory Type Maintenance and the Inventory Maintenance functions.

Notes:

•You must properly exit AccountMate and launch it again to effect the changes that you have made for the Unit Cost and Quantity decimal place settings.

•The number of decimal places you define for the Quantity field will be used as the default on inventory item records. You can change these values later in the specific records as necessary.

3.In the Bill of Material Controls section, mark or unmark the Batch Size is Known checkbox. This setting will become the default when creating new bills of materials records.

4.In the Labor Controls area, select the setting if Labor or Team # is assigned to Work Center:

oNever Allow Labor/Team # in WO Not Assigned to Work Center

Select this option if you want to verify that all labor or team # records must be assigned a work center prior to be added in a work order.

oPrompt to Allow Labor/Team # in WO Not Assigned to Work Center

Choose this option if you want to be notified that a labor or team # you add in a work order is not assigned a work center. You will have the option to accept or not.

5.Select the option you want to use when searching for items in transaction functions:

oDisplay Item's On-hand Quantity in Transaction's Warehouse

Choose this option if you want to display in the On-hand Qty column of the Item Search window the total on-hand quantity in the selected warehouse for a particular inventory item.

oDisplay item's On-hand Quantity in All Warehouses

Choose this option if you want to display in the On-hand Qty column of the Item Search window the total on-hand quantity in all warehouses where the selected inventory item is stored.

6.Mark or unmark the Suppress Inventory Settings Confirmation checkbox. If marked, this setting suppresses confirmation of unchangeable inventory item settings before saving a new inventory item record.

7.In the Work Order Transaction Controls section, mark the Allow Creation of WO from Sales Order checkbox to allow copying of information from a sales order when creating a work order; otherwise, leave it unmarked. The system copies only the inventory items for which you have set up bill of material records. This option is applicable only if you have activated the Sales Order module.

8.In the WO Numbering area, select either of these options:

oAutomatic

Select this option if you want the system to automatically generate and assign a number to each work order based on the value entered in the Next WO# field.

oNext WO #

Enter in this field the default control number for the next work order transaction. This number will automatically be incremented by one (1) each time a work order transaction is created. You may reset the sequence of the work order number by changing this value.

oUser Input (Numeric)

Choose this option if you want to manually enter the work order number each time a work order is created. Selecting this option allows you to enter any numeric value as the work order number upon saving the transaction.

9.If the Automatic option is selected in the WO Numbering area, enter in the Next WO# field the number that the system will assign to the next work order you create. The system will automatically increment the value in this field by one (1) each time you create a work order. You may reset the numbering sequence by changing the value in this field, such as when work order numbers become too large or if someone inadvertently assigns a higher or lower number to a work order.

10.In the Copy Options for Work Order Line Items, mark any of the following checkboxes to copy line item data from an existing work order to a new work order:

oRemarks

Mark this checkbox to include the line item remarks when copying data from an existing work order.

oBOM

Mark this checkbox to include the line item's bill of materials when copying data from an existing work order.

11.In the Copy Options for Sales Order Line Items area, mark any of the following checkboxes to copy line item data from an existing sales order to a new work order:

oRemarks

Mark this checkbox to include the line item remarks when copying data from an existing sales order.

oOpen Quantity

Mark this checkbox to include the open quantities when copying data from an existing sales order. The open quantities will become the manufacturing quantities in a work order. If you do not activate this feature, the system will copy the sales order's order quantities instead.

Note: To copy data from a sales order, you must mark the Allow Creation of WO from Sales Order checkbox in the Work Order Transaction Controls section.

12.In the Work-in-Process Transaction Controls section, select any of the options below:

oAllow Overuse of Component Items

Mark this checkbox to allow explosion of work orders and posting to work-in-process even if a component item has insufficient quantities.

Note: If you marked the Allow Overuse of Component Items checkbox and the component item is lot-controlled or serialized, you can explode the work order but you cannot post it to work-in-process until the lot-controlled/serialized items' quantities become sufficient. The system does not allow serialized and lot-controlled items to have negative on-hand quantities..

oOption to Exclude Outsourced Change Order Cost from Prod Cost

Mark this checkbox if you want that costs involved from changes to outsourced work orders are excluded from the items' production cost.

oOption to Exclude Rework Cost from Prod Cost

Mark this checkbox to exclude in the item production cost any costs incurred from rework.

oWIP Automatically Updates Cost

Mark this checkbox to configure the system to always update cost when posting work orders to work-in-process.

General Information Page

General Information Page

See Also