• Privileges and Settings

    OVERVIEW The security system in the program is built around a Group and User structure and provides the user access to specific menu functions and window tab panes. Generally, Groups are assigned access privileges and users inherit their privileges by virtue of their membership of one or more groups. Key…

  • Workflow Alert Checks Maintenance

    OVERVIEW The program has a system of automated data checks that can alert users regularly to particular circumstances. This may be simply a review of shortages without orders or it may be a reminder of overdue credit memos. Each user has an individual set of these checks and each can…

  • Privileges and Settings – Settings Maintenance Sub window

    OVERVIEW This sub window is used in the User Settings Maintenance window and in the System, Group and User panes in the Privileges and Settings window (File > System > Privileges and Settings) Settings are an array of values and options that can be applied at a System, Group and…

  • System Preferences

    OVERVIEW The System Preferences window comprises of seven tabs and set the business wide controls that are held centrally with the Company Details. They contain the controls that will apply to all users of the system as opposed to Options and Settings that may apply only to the operation of…

  • Employee Maintenance

    OVERVIEW In the Employee Maintenance window you set up and maintain your employee codes, job titles and rates of pay. You would also use this window to indicate on the system that an employee is no longer employed by your company. Employee codes are used by the system to provide…

  • Company Details Maintenance – Parts and BoM

    OVERVIEW In this tab the system manager can set up the default setting for parts, bills of material and inventory system settings. This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide. File Path File > System Manager > Company Details This file…

  • Capacity Planning

    OVERVIEW Capacity Planning gives time information obtained from existing Works Orders and Jobs. There is also an option to include MRP forecast requirements too. The analysis is based on process route operation times and work centre parameters. NOTE: Capacity Planning is only available to those who have the manufacturing license…

  • Process Routes – Select Assembly

    OVERVIEW The Process Route Maintenance window is used in conjunction with the Process Routes Menu. Within an MRP environment all manufactured assemblies should have process routes unless they are Phantom or Outwork type assemblies. In this window you can set up the processes it takes to make up a parent…

  • Process Routes – Work Centres

    OVERVIEW To set up capacity planning you must first set up your process routes. Process operations make up process routes and there should be one process route for each non-phantom assembly. A single end part may have several process routes as it makes its way through as many different work…

  • Currency Control

    OVERVIEW Sales, Jobs and Purchase Orders can be prepared in currencies other than the normal system currency. Any currency that you wish to use must be defined in the currency control window. Each Customer and Supplier can be given a default currency for Sales, Jobs and Purchase Orders. Parts can…