Adjutant Wiki - User contributions [en]

MASTER CID Copy Guide

2018-11-29T15:50:12Z

75.148.244.210: /* Fix the ABIS _ADMIN record */

== Overview ==

This guide covers the initial CID creation and basic CID Maintenance update process when creating a new CID using a MASTER CID as a template. This guide also covers the additional steps needed to update related system elements after a MASTER CID copy.

This is not a complete guide for System Manager setup. The System Manager Setup Guide should be followed to complete setting up a new CID.

== Submit Request to Development ==

*Open a ticket (Install Adjutant Desktop) to Development to copy the MASTER CID database to the new customer server location. Include all necessary details and instructions for any special circumstances. Send an email with additional information (and copy all team members) if it is too much to fit into the ticket comments.

== Verify the CID is Accessible and Create a Shortcut ==

*Once the ticket is complete, there should be a folder on the server named for the new customer*, with an RDP Desktop shortcut to the new installation. If there is no shortcut available, navigate to the customers folder in the RDP C:\ drive. From the Adjutant sub-folder in the customer’s folder, create a shortcut to the ‘AdjLoaderV9.exe’ file. Copy that shortcut to the RDP Desktop and rename it accordingly.

:: <nowiki>*</nowiki> For Non-Hosted installations, the Adjutant folder will generally be under an ‘Apps’ folder on one of the server resources. There should still be a C:\ drive location. Confirm with Development which network location the Adjutant software is installed under.

:: <nowiki>*</nowiki> If you create the shortcut from the C:\ drive location, you don’t get the security warnings that you get if the shortcut points to the network drive location.

== Create the New CID Record==

*From CID Maintenance, Add the CID details for the new customer. The ‘CID’ value sets the CID name. Saving the record will prompt a ‘Copy Settings From’ screen.

*You will not be able to fill in the MASTER ENT value until after you create the new CID and the new MASTER ENT record.

*Select the following records in the ‘Copy Settings from’ screen and press ‘Copy’. A series of processes will run to create the new CID. '''Do not interrupt these processes.''' It usually only takes a minute for hosted customers.
** Fiscal Calendar
** System Rules
** CID Defaults and Setup Options
** User Security Tokens

[[File:Copy CID.png]]

*Exit Adjutant and log back in to access the newly created CID.

== Update the CSTRING.TXT File ==

*Locate the CSTRING.TXT file in the Adjutant folder and edit the CID name to match your new CID. This file determines which security method (New vs. Old) is used, among other things.

[[File:CSTRING.png]]

== Create the Master ENT Organization ==

*Set the CID drop-down to the new customer, and create an Organization for the new company. Match the Organization ID to the CID. Assign the following attributes:
** Bill To / Ship To / Sold To
** Inventory Owner
** Remit To / Sold From

== Complete the Initial CID Basic Setup ==

Complete the following setup items in CID Maintenance.

=== Update Master ENT ===

* Update the 'Master ENT' value in CID Maintenance to the newly created Org ID from the previous step.

=== Set the GL Mask ===

* The GL Mask in the CID Maintenance - Accounts tab must be updated via SQL with the following QRY
** Update CID set GLMASK = ''''X-XXXX-XX'''' where CID = ''''AAAA'''' (Set the GL Mask to the desired format using X and – characters. Replace ‘'''AAAA'''’ with actual CID)

=== Complete the GL Accounts / Warehouse / Held For Setup ===

In order to proceed with the next steps, you must add at least one GL account and a default Warehouse. Ideally, you should import the full chart of accounts at this step. However, If the complete chart of accounts is not available at this point, you can use a temporary GL account that will have to be replaced later.

*Once you have a chart of accounts, or at least one active GL account, add the default Warehouse record.

*The default Warehouse name should match the CID name. In most cases, the ‘Default Location’, ‘Active’, and ‘Production Plant’ checkboxes should be checked. You must complete the blank GL accounts in the ‘Account’ tab in order to save the record. The add process will create a new Organization with a ‘Warehouse Location’ attribute.

[[File:Warehouse1.png]]

[[File:Warehouse2.png]]

*Update the ‘Item Held For Codes (HOLDER) Rule Maintenance record to replace the entry for MASTER with the new customer name and vendor number.

== Update the DROPFOLDERS Rule ==

The DROPFOLDERS rule will have the file path from the MASTER CID. Each rule detail record will need to be updated with the correct file path for the new installation.

'''All file paths should be entered with the full UNC path. Certain Inbox reader functions require the UNC path, rather than just the drive letter and folder structure.'''

*Follow the procedure outlined below (or perform 30 individual edits to paste the right path prefix into each rule detail)
** In SQL, find the rule header keyno for the DROPFOLDERS rule in the new CID (replace CID value)
*** select keyno from rh where name = 'dropfolders' and cid = ''''AAAA''''

* In SQL, run the following QRY and export the results (replace rhkeyno value)
** Select keyno, text2 from rd where rhkeyno = ‘'''####'''’

* Open the file from the previous step in Excel, highlight column B and do a Find/Replace to update the file path details in front of the ‘\dropfolders\ . . .’ section (Be sure you have the correct path, including the Adjutant folder)
** Paste the following concatenate formula in cell C2 and copy down the sheet (replace rhkeyno value)
*** =CONCATENATE("Update rd set text2 = '",B2,"' where keyno = '",A2,"'")

* Copy column C into a SQL QRY and hit Run. Confirm that the paths are correct in the rule.

== Fix the ABIS _ADMIN record ==

The hard-coded _ADMIN (or BACKDOOR) security record relies on a Contact record in the primary CID that has a USERID of '_ADMIN'. In order for this record to work properly, it needs to either be repointed to a Contact record in the new CID, or it needs to be recreated entirely.

*Option 1 – Point the ‘_ADMIN’ record from the copied MASTER CID to a new Contact (retains all security overrides from MASTER)
** Add an ‘Abis Admin’ contact record in the new CID and add the ‘User in Adjutant’ attribute, but click on the X to close the User in Adjutant screen without saving it.
** In SQL, make a note of the contid for the Abis Admin record in VCONTACT table.
** In SQL, find the keyno value for the existing _ADMIN Userid in the USERID table (it should be 115)
** In SQL, run the QRY below and replace the CONTID value for the _ADMIN record, and replace the keyno with the keyno from previous step:
*** update userid set contid = '''#####''' where keyno = '''###'''
** Exit Adjutant and log back in, and clicking on the Contact button should display your Abis Admin contact.
** Edit the User in Adjutant record to set the Default CID and Default WHSE values.

*Option 2 – Delete the ‘_ADMIN’ UserID and recreate it
** In SQL, delete the entire USERID table (it should only contain _ADMIN and any test records from the MASTER CID at this point)
** Add an ‘Abis Admin’ contact record and assign the ‘User in Adjutant’ attribute.
** Set the UserID to ‘_ADMIN’ and set the Password to ‘XXXX’ (the password doesn’t matter, it is set elsewhere).
** Clear the ‘Active User’ flag and any other ‘Named User’ flags. Set the default fields appropriately.
** Exit Adjutant and log back in, and clicking on the Contact button should display your Abis Admin contact.

== Move Email Templates to the New CID ==

Email Templates are currently not copied in the CID Copy process. They should all exist in the EMAILSETTING SQL table under the MASTER CID.

*Run the following SQL QRY to ‘move’ the MASTER Email Templates to the new CID:
** update emailsetting set CID = 'AAAA'

== Update Form and Report Filenames With the New CID ==

The MASTER customized forms and reports should all exist under the Adjutant main folder with ‘MASTER’ in the form name. These will need to be renamed in order to default as the Default Custom form in each application's Message Control screen.

===Option 1 - Use PowerShell to replace the CID (MASTER) value on all file names===

*Launch Windows PowerShell from the Start menu.
*Type 'D:' and hit Enter to access the root folder.
*Change to the desired CID's Adjutant directory. This is easily done in two steps.
**Type 'CD CID' then Enter (Replace CID with your customer's CID folder name)
**Type 'CD ADJUTANT' then Enter (If they are using something other than 'ADJUTANT' as their main folder, replace with their main folder name)
*Copy the expression below and paste into the PowerShell cursor to rename all FRX files. '''IMPORTANT - replace the text 'newcid' with your customer's CID name'''

Get-ChildItem -Filter "*master.frx" | Rename-Item -NewName {$_.name -replace 'master.frx', 'newcid.frx'}

*Copy the expression below and paste into the PowerShell cursor to rename all FRT files. '''IMPORTANT - replace the text 'newcid' with your customer's CID name'''

Get-ChildItem -Filter "*master.frt" | Rename-Item -NewName {$_.name -replace 'master.frt', 'newcid.frt'}

===Option 2 - Use File Explorer to individually replace the CID (MASTER) value in each file name===

*The FRT/FRX filenames can be renamed in File Explorer to replace ‘MASTER’ with the new CID name.
** Set the view mode to detail, and set the search options to exclude subfolders.
** Navigate to the customer's Adjutant folder.
** Use the folder search tool and search for *MASTER.FR* to return a list of all files with MASTER in the file name. There may be more than just form files here.
** Highlight each file, then single-click on the file name to edit the file name. Replace MASTER with the new CID. Do not change any other file name details. TIP – the arrow keys and TAB key will navigate you through each file and keep you in edit mode.
** These do not all have to be changed at this time. They can be updated as setup proceeds in each module.

[[File:RenameFile2.png]]

== Update the Forms Logo File ==

All MASTER forms are set to use the generic logo file names listed below. Saving the customer's logo in the Adjutant folder with the correct name will automatically pull to each form.

*Replace the default logo files with customer logo files.
** Save the customer logo in the Adjutant folder as three files:
*** LOGO_SM.BMP (small logo that should not be scaled up)
*** LOGO_MD.BMP (default logo, average size/quality that should scale well on most forms)
*** LOGO_LG.BMP (large logo, only used for custom forms with large logo)
**** The existing files with these names can be deleted or renamed.
** After changing the logo files, you will need to exit and log back in to see any updates.

== Delete the MASTER CID records ==

The MASTER CID can be deleted at any time after the steps above are complete, but '''MUST''' be deleted before customers begin accessing the system.

*'''MAKE ABSOLUTELY SURE''' you are in the right RDP and Environment before proceeding.

*From the new CID, run Delete/Change CID, set the CID to MASTER and select ‘Delete CID’ then Process.

[[File:Delete CID.png]]

*You will see a series of warnings. If you are in the correct environment, proceed.
*Once that completes, run the ‘Remove Orphan Data’ option and Process.

== Continue to the System Manager Setup Guide ==

At this point, the CID should be basically functional, and you can continue with setting up remaining CID Maintenance items and other applications.

http://www.abiscorp.com/faq/index.php?title=System_Manager_Setup_Guide

[[Category:Setup Guides]]

[[Category:System Manager]]

Modification Processor Setup Guide

2018-08-08T19:09:28Z

75.148.244.210:

== Overview ==

This guide covers the setup required to take advantage of the Mofification Processor application.

The Modification Processor application is an incredibly powerful inventory tool that should only be accessed by select personnel that have been trained on the reflexes and potential harm that can be caused to inventory items and inventory value. A reversal tool exists, but it can not reverse every situation.

Extreme caution should be used when providing access to this screen.

http://abiscorp.com/adjwiki/modbowl.ashx

==Security==

Review the Security-New tab for this screen and make sure only trained users have access to the MODBOWL screen.

==Review Setup Options==

The following setup options are enabled by default in the MASTER setup. Review these and adjust as needed:

*MODBOWLUSERWHSE - Sets the Mod Processor Warehouse to the user's Warehouse when the screen is loaded, otherwise its loads as unselected
*MODNODEL - Disables the Delete action for all users
*MODSAMELOT - Uses the existing lot# as the new lot# by default
*MODNOLABEL - Suppresses printing labels from Mod Processor

These are not the only setup options available. There are several other options that are disabled by default, but may be applicable for your customer. Review and adjust other setup options that can affect how Mod Processor functions.

==Review Mod Processor Extra Cost (MODEXTRACOST) Rule==

The Mod Processor Extra Cost rule controls the valid add-in cost item codes that can be used to process extra cost into items. Common Items for this rule are things like Freight, Handling, Processing, and Storage.

===Verify/Create Warehouse Production Plant Records===

The default Warehouse and default Holder should be created during the initial CID setup process. Those steps are included in the [[System Manager Setup Guide]] and the [[MASTER CID Copy Guide]].

Review the Warehouses screen and add any additional Warehouse/Production locations. If the CID only requires a single Warehouse, review all tabs in the Warehouses screen and confirm the accounting setups and Warehouse flags are correct.

*In order to submit Warehouse items to production, the 'Production Plant' checkbox must be checked for that Warehouse Record.
*Review all GL accounts in the ‘Account’ tab for each Warehouse/Production Plant.
*If creating multiple 'Production Plant' Warehouses, review and update the Production Plant Priority tab as needed.

==Production Work Order (PWO) Forms==

Work with the customer to create all required PWO Forms, using the base form from MASTER as a template. PWO Form customizations are common, and customers will generally need unique forms for nearly each department. Work with the customer to consolidate forms as much as possible. Form customizations are costly and maintaining/updating multiple forms can increase the cost each time a minor form customization is needed.

The MASTER WOFORMMULTI base form was developed as a good starting point for most customers. When creating new custom forms, keep the overall layout and structure in place as much as possible. We want the Adjutant forms to have a common look and feel throughout the system.

Update the PWOFORMS rule (detailed in the Rule Maintenance section below) to tie each custom form to the correct department.

==Review and Update Rule Maintenance Records==

===Item Attributes (ITEMATTRIB)===

Item Attributes can define item types, assign special reflexes or provide additional details about item codes. The MASTER CID is updated with the most common item attributes and their corresponding form/jump screen where appropriate. Review the Item Attributes rule and add any attributes that are needed.

*Most Item Attributes are hard-coded based on the 'Name' value in the rule, but the Description value can be customized.
*The 'Group' value controls how the item attribute list is displayed in the Item Master screen. Attributes with the same Group value will display together in alphabetical order.
*At a minimum, review and customize the Department attributes to match the customer's setup. The MASTER departments are examples, and will not work for all customers.
**The 'Name' value for department attributes should be the unique two-character department code that matches the code in the Departments (DEPT) rule
**The two-character department code should also be entered in the Dept Code (text8) field
**Production department items that require profile details (such as panel and purlin) should have the 'PROFILE' form associated with the department attribute

===Departments (DEPT)===

Department codes primary function in Item Control is to route production work orders and control profile information for certain item types. Departments can also be used to sort and group items on certain reports.

For Item Control, the two-character department code must match the 'Name' and the 'Dept Code' values for the related department attribute in the ITEMATTRIB rule.

Review the Departments rule and set up all needed departments based on the customer's production routing and inventory grouping needs. The MASTER codes are examples and will not work for all customers.

===PWO Forms by Department (PWOFORMS)===

The PWO Forms rule sets the default form to be used for each production department. In a MULTI environment, the system will uses the WOFORMMULTI base form, unless the 'Single' (log1) checkbox is checked for the corresponding department code.

Add each production department code that needs to use a unique form in this rule, and specify the complete form name (WOFORMMULTIDD.FRX where DD is the department code). Departments will use the CID default form if they are not listed in this rule. You only need to set up this rule for departments that need a unique form, unique sorting, or other unique controls.

*The '? to exclude' field can be used to exclude specific report codes from the list expressions on the form.

*The 'Sort Order' field is commonly updated to define a specific sort method for that department's form. Standard form field expressions can be used, and Foxpro formatting can be applied to certain expressions to convert to a string, or use just the left-most two characters, for example. Consult with development if there are custom sort criteria that are needed.

===Production Reject Reasons (REJECTREASONS)===

Pre-defined rejection reason codes can speed up the process or rejecting production yields upon inspection, prior to final assembly, and indicating that correction is needed.

Add all requested production rejection reason codes and descriptions, along with a unique two-character code for each.

===Production Scheduling Dates (PWOG2DATES)===

The Production Scheduling (SCHEDMASG2) screen is a useful grid display screen of upcoming production orders. The PWOG2DATES rule sets the default PWO Due Date range for this screen.

Review the rule and adjust as needed to match the customer's desired default range. Use dynamic date code offsets from the current date, such as -7d to represent 7 days prior to today, or +10d to represent 10 days after today.

===PWO Reports (PWOREPORTS)===

The PWOREPORTS rule controls the valid Production-related reports available in the report drop-down on the Production Work Order Master screen.

In order to add a new report to this list, an ECR must be submitted to development to make the report available for processing from the Production Work Order Master screen.

===PWO Assignment Difference Codes (PWOQDIFF)===

This rule works with the CID Setup Option PWOQDIFF. With this option enabled, users are prompted for a reason code when the assigned material on a PWO doesn't match the calculated assignment amount.

If the customer is using the PWOQDIFF option, add all valid assignment difference reasons to this rule.

==Review and Update Profile Rules==

The following rules are associated with the Production module, but are required to be set up in order to complete the Item data conversions for production items.

The profile detail rules (COLOR, MATERIAL, GAUGE, and WIDTH) have hidden logic that attempts to match the related item description in order to narrow the list of valid options in each drop-down. The description linking is based on hard-coded description values like PANEL, SSR, CEE, ZEE, EAVE STRUT, PRESS BRAKE, and CHANNEL. For example, if your item has the word 'panel' or 'SSR' in the description, then the drop-down list for profile color on that item will only show colors that are in the PCOLORONE rule. If your items have a description with 'cee' or 'zee', then the drop-down will show values from PCOLORTWO. If your item does not have any of the hard-coded descriptions, it will display all possible colors from all rules.

Working with this setup can be confusing for customers, especially if their item descriptions don't match the hard-coded profile descriptions. A common solution is to update each version of each rule with all possible entries, and leave the descriptions blank. This type of setup makes all colors, gauges, materials, etc. show up in each drop-down, regardless of the profile type. This solution also can display duplicate values for items with description that don't match any of the hard-coded rules.

A new solution is in development as of August 2018 that will rebuild the profile logic by linking the profile names to the valid profile details. Until that development is available, continue to set up the profile details according the the customer's best interests.

===Profile (PROFILE)===

The Profile rule determines the valid profile entries in the Profile drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Color One and Two (PCOLORONE, PCOLORTWO)===

The Profile Color rules determines the valid entries in the Profile Color drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Gauge One and Two (PGAUGEONE, PGAUGETWO)===

The Profile Gauge rules determines the valid entries in the Profile Gauge drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Girth (PGIRTH)===

No longer used

===Profile MACHINE (PMACHINE)===

The Profile Machine rule determines the valid entries in the Profile Machine drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Materials One and Two (PMATONE, PMATTWO)===

The Profile Materials rules determines the valid entries in the Materials Color drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Width One, Two, and Three (PWIDTHONE, PWIDTHTWO, PWIDTHREE)===

The Profile Width rules determines the valid entries in the Profile Width drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

==Set up PWO Auto-Processing Attributes==

The EMAILPWO-DD-WWWWW Contact Attribute can be created to define how the Print Production Work Order 'Auto-Process' feature routes PWO Forms.

*Create attributes in the ATT_CON rule following the format EMAILPWO-DD-WWWWW, where DD represents the department code, and WWWWW represents the Warehouse name. Set the Group to 'Auto-Process'.
*Assign the attributes to users in the Contact screen to define which users are emailed copies of the PWO form when the 'Auto-Process' checkbox is used.

==Set up Printer Controls==

Set up all needed printers in the Printer Control screen.

The PWO Control tab can be used to route specific production plant and production department combinations to specific printers.

==Complete all Required Production Item Control Data Conversions==

These conversions are generally completed along with the Item Control data, however they are uniquely tied to production processes and controls, and they are repeated here for reference.

===Item Master BOM Data===

Bill of Material data is required for automating assemblies in the Production application. This import creates the BOM attribute and the associated material items and quantities required to produce each imported item.

===Item Master Profile Data===

Profile Data is used to provide additional details on production forms and to group produced items. This import populates the profile details for each imported item.

 
 
 

[[Category:Setup Guides]]
[[Category:Item Control]]
[[Category:Production]]

Production Setup Guide

2018-08-08T16:21:37Z

75.148.244.210:

== Overview ==

This guide covers the setup of Production application.

The Production system covers the modules needed to define the bills of material and produce finished goods from raw materials. The Production application also covers managing raw materials such as coil, and scheduling production based on job or departments. The Production system is deeply integrated with the Item Control system. Many of the setups needed to drive and control production procedures are actually determined from the item setups. The Production system is also integrated with the , Project Management, Procurement, and Accounting systems.

The Production application setup should be coordinated with the Item Control setup and Item Control data conversion steps. Generally, the Production setup can be completed after most of the other major application setups have been completed.

Production accounting is driven by the Item Warehouse setups. A solid understanding of the client's inventory accounting model is required to accurately set up Item Warehouse and Owner/Heldfor records.

==Initial Setup==

===Establish the Production Environment===

The Production environment mainly deals with how Production Work Order (PWO) forms are generated from sales order lines.

The most common environment is defined internally as MULTI. Multi means multiple PWOs are generated according to the item's department. If an order has 5 lines of panel items, 10 lines of coldform items, and 2 lines of built-up items, then in a MULTI environment, 3 PWOs would be created - one for each department.

The CID Setup Option, PWOONLYONE, defines an environment where all production items get created on only one PWO per sales order. This is a rare setup.

The CID Setup Option, SINGLEPWO, defines an environment where each item creates a separate PWO. This setup also uses the 'WOFORMSINGLE' PWO form layout when this option is set. This is a rare setup.

If neither of the setup options above are enabled, then the environment is considered MULTI. The PWO Forms by Department (PWOFORMS) rule can be configured to set individual departments as SINGLEPWO (one PWO per item) if the customer needs certain departments set up that way.

===Verify/Create Warehouse Production Plant Records===

The default Warehouse and default Holder should be created during the initial CID setup process. Those steps are included in the [[System Manager Setup Guide]] and the [[MASTER CID Copy Guide]].

Review the Warehouses screen and add any additional Warehouse/Production locations. If the CID only requires a single Warehouse, review all tabs in the Warehouses screen and confirm the accounting setups and Warehouse flags are correct.

*In order to submit Warehouse items to production, the 'Production Plant' checkbox must be checked for that Warehouse Record.
*Review all GL accounts in the ‘Account’ tab for each Warehouse/Production Plant.
*If creating multiple 'Production Plant' Warehouses, review and update the Production Plant Priority tab as needed.

==Production Work Order (PWO) Forms==

Work with the customer to create all required PWO Forms, using the base form from MASTER as a template. PWO Form customizations are common, and customers will generally need unique forms for nearly each department. Work with the customer to consolidate forms as much as possible. Form customizations are costly and maintaining/updating multiple forms can increase the cost each time a minor form customization is needed.

==Review and Update Rule Maintenance Records==

===Item Attributes (ITEMATTRIB)===

Item Attributes can define item types, assign special reflexes or provide additional details about item codes. The MASTER CID is updated with the most common item attributes and their corresponding form/jump screen where appropriate. Review the Item Attributes rule and add any attributes that are needed.

*Most Item Attributes are hard-coded based on the 'Name' value in the rule, but the Description value can be customized.
*The 'Group' value controls how the item attribute list is displayed in the Item Master screen. Attributes with the same Group value will display together in alphabetical order.
*At a minimum, review and customize the Department attributes to match the customer's setup. The MASTER departments are examples, and will not work for all customers.
**The 'Name' value for department attributes should be the unique two-character department code that matches the code in the Departments (DEPT) rule
**The two-character department code should also be entered in the Dept Code (text8) field
**Production department items that require profile details (such as panel and purlin) should have the 'PROFILE' form associated with the department attribute

===Departments (DEPT)===

Department codes primary function in Item Control is to route production work orders and control profile information for certain item types. Departments can also be used to sort and group items on certain reports.

For Item Control, the two-character department code must match the 'Name' and the 'Dept Code' values for the related department attribute in the ITEMATTRIB rule.

Review the Departments rule and set up all needed departments based on the customer's production routing and inventory grouping needs. The MASTER codes are examples and will not work for all customers.

===PWO Forms by Department (PWOFORMS)===

The PWO Forms rule sets the default form to be used for each production department. In a MULTI environment, the system will uses the WOFORMMULTI base form, unless the 'Single' (log1) checkbox is checked for the corresponding department code.

Add each production department code that needs to use a unique form in this rule, and specify the complete form name (WOFORMMULTIDD.FRX where DD is the department code). Departments will use the CID default form if they are not listed in this rule. You only need to set up this rule for departments that need a unique form, unique sorting, or other unique controls.

*The '? to exclude' field can be used to exclude specific report codes from the list expressions on the form.

*The 'Sort Order' field is commonly updated to define a specific sort method for that department's form. Standard form field expressions can be used, and Foxpro formatting can be applied to certain expressions to convert to a string, or use just the left-most two characters, for example. Consult with development if there are custom sort criteria that are needed.

==Review and Update the Profile Rules==

The following rules are associated with the Production module, but are required to be set up in order to complete the Item data conversions for production items.

The profile detail rules (COLOR, MATERIAL, GAUGE, and WIDTH) have hidden logic that attempts to match the related item description in order to narrow the list of valid options in each drop-down. The description linking is based on hard-coded description values like PANEL, SSR, CEE, ZEE, EAVE STRUT, PRESS BRAKE, and CHANNEL. For example, if your item has the word 'panel' or 'SSR' in the description, then the drop-down list for profile color on that item will only show colors that are in the PCOLORONE rule. If your items have a description with 'cee' or 'zee', then the drop-down will show values from PCOLORTWO. If your item does not have any of the hard-coded descriptions, it will display all possible colors from all rules.

Working with this setup can be confusing for customers, especially if their item descriptions don't match the hard-coded profile descriptions. A common solution is to update each version of each rule with all possible entries, and leave the descriptions blank. This type of setup makes all colors, gauges, materials, etc. show up in each drop-down, regardless of the profile type. This solution also can display duplicate values for items with description that don't match any of the hard-coded rules.

A new solution is in development as of August 2018 that will rebuild the profile logic by linking the profile names to the valid profile details. Until that development is available, continue to set up the profile details according the the customer's best interests.

===Profile (PROFILE)===

The Profile rule determines the valid profile entries in the Profile drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Color One and Two (PCOLORONE, PCOLORTWO)===

The Profile Color rules determines the valid entries in the Profile Color drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Gauge One and Two (PGAUGEONE, PGAUGETWO)===

The Profile Gauge rules determines the valid entries in the Profile Gauge drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Girth (PGIRTH)===

No longer used

===Profile MACHINE (PMACHINE)===

The Profile Machine rule determines the valid entries in the Profile Machine drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Materials One and Two (PMATONE, PMATTWO)===

The Profile Materials rules determines the valid entries in the Materials Color drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

===Profile Width One, Two, and Three (PWIDTHONE, PWIDTHTWO, PWIDTHREE)===

The Profile Width rules determines the valid entries in the Profile Width drop-down list on the profile jump screen attached to production departments. Update the rule with all required profiles. The MASTER provides are an example and will not work for all customers.

==Optional Setup==

The following setup items can add value to customers that want additional levels of control. These are typically set up as the implementation progresses, after the item data has been imported.

===Set up ABC Controls===

The Item ABC Codes Update screen can assign codes that group inventory items based on a combination of cost, on hand value, and usage. Run the code update process with the desired criteria to assign ABC codes to inventory items.

http://abiscorp.com/adjwiki/abcitem.ashx

===Set up Cycle Count Code Controls===

Items can be assigned with a cycle count (CC) code in the OHF tab to define cycle count groups. The CC code is used in the Cycle COunt Control tab to determine which items are added to the count.

http://abiscorp.com/adjwiki/CycleCount.ashx

===Set up Search Code Controls===

Items can be assigned with a Search Code value in the Item Master screen. The Search Code field is unedited and accepts any text. Double-clicking on the Search Code value will bring up a search results window listing key details about all items that share the same Search Code. This can be useful for quickly jumping to a list of items that are in the same product type.

The Search Codes value is not included in the Item Import and is commonly set using SQL statements.

===Set up Misc Code Controls===

The Misc Code field is a customizable open-entry, unedited field that can be used to store additional data about an item. It is commonly repurposed to record item details that don't neatly fit into another existing field. The field label (lmisccode) can be edited and renamed as needed.

==Complete all Required Item Control Data Conversions==

Detailed information on procedures and best practices for each conversion can be found in the related conversion guide. (COMING SOON)

===Item Master Data===

This import creates the base Item Master records.

===Item Master SOC Data===

This import creates an SOC attribute and the related configuration questions for each imported record. Common practice is to use a similar existing SOC import and replace the item codes for your customer.

===Item Master CV Part Data===

This import creates the details for the C/V Part tab in Item Master. The Vendor part number and last cost information is useful for quality purchasing.

===Item Master Min/Max Data===

This import creates the min/max and order calculation details in the Item Master OHF tab. The Min/Max data is used for the Quick Buy screen.

===Item Quantity/On-Hand Data===

This import sets the on hand quantity for each imported record.

===Coil/Lot Controlled Items Data===

This import creates lot controlled items and set the on hand value and cost information for each imported record.

===Item Master Notes Data===

This import populates note data in the Item Master Notes tab. Notes can be imported to show on POs, SOs, Quotes, PWOs, or invoices - or any combination of all of those records.

===Item Master Price Data===

This import can set the base cost and list price details for each imported record.

===Item Master Cost Tier Data===

This import creates cost tier records for tracking different average cost calculations. This import is not commonly required during an implementation. Make sure you fully understand the reflexes before attempting.

===Item Master Usage Data===

This import creates item usage history for procurement calculations. This import is not commonly used during an implementation due to the complexity of obtaining reliable, comparable data from the legacy system. Make sure you understand the reflexes before attempting.

===Item BIN Data===

This import will create BIN locations for use in Advanced Inventory Management. Utilizing BIN controls requires an additional level of inventory management oversight and will require additional inputs on several transactions, Make sure the customer understands how using BINS will affect their day-to-day procedures before attempting.

==Complete all Required Production Item Control Data Conversions==

===Item Master BOM Data===

Bill of Material data is required for automating assemblies in the Production application. This import creates the BOM attribute and the associated material items and quantities required to produce each imported item.

===Item Master Profile Data===

Profile Data is used to provide additional details on production forms and to group produced items. This import populates the profile details for each imported item.

 
 
 

[[Category:Setup Guides]]
[[Category:Production]]