OVERVIEW On selection of any Customers menu function, the Customer Maintenance window will open. The window contains six panes of customer details with a series of common control buttons at the bottom of the window File Path Masters > Customers > View This file path takes you to the Customer…
OVERVIEW This window is opened from either the Change Route button on the Work Order Maintenance window or the Route button on the MRP Work Order Recommendations window. Every time a Work Order is created on the system a copy of the operational Process Route is created and held against…
OVERVIEW This window is a general-purpose review window for Work Orders. It is opened if you drill down on a reference to a work order and if you click on the Show button on the Select Work Order window. This is simply a review window and no changes can be…
OVERVIEW This window enables you to select an existing Work Order. You can enter a WO number, Reference or Assembly Part Number to find the desired document. When passing out of each of the fields the system will find the closest matching WO record to the data entered. You can…
OVERVIEW This window provides for maintenance of customer part records. These records provide specific customer information about parts that override normal Sales Order or Job details. The window works in consort with the Customer Parts Menu. File Path Masters > Customer Parts > Find This file path takes you to…
OVERVIEW This window lists a selection of Work Orders. It opens from the Select Work Order window after choosing from the selection options dropdown list. You can use the list to print a number of documents at the same time. File Path Process > Work Orders > Select a work…
OVERVIEW This window shows a kit list of all Bill of Material components for a Work Order assembly selected in the Select Work Order window. File Path Process > Work Order > Review WO Kit Stock Status… This file path takes you to the Work Order Kitting List window. Work…
OVERVIEW This window shows current user and document status and in real time identifies user activity in creating documents, transactions and when they log on or off. It is designed for system manager administration. You can set the Refresh Rate and, if needs be, view the logged-in users passwords. Because…
OVERVIEW Most Stock Control functions are automatically processed within the system when actions are carried out on Sales, Jobs, Purchase or Work Orders. The system records the stock transactions, if Record inventory movements history is checked in the System Preferences window. The Stock Control Activities window accessible from Process —…
OVERVIEW This window enables you to maintain your own settings. If you wish to prevent users from changing their settings, deny them access to File — Preferences — User Settings menu function. File Path File > Preferences > User Settings This file path takes you to the User Settings Maintenance…