Production Setup Guide - Revision history

Freddy at 16:22, 21 December 2021

2021-12-21T16:22:14Z

Freddy at 19:29, 8 February 2019

2019-02-08T19:29:12Z

Freddy: /* Review and Update Profile Rules */

2019-02-08T19:28:30Z

‎Review and Update Profile Rules

Freddy at 17:24, 8 August 2018

2018-08-08T17:24:07Z

Freddy at 17:19, 8 August 2018

2018-08-08T17:19:19Z

Freddy: /* Production Work Order (PWO) Forms */

2018-08-08T16:55:04Z

‎Production Work Order (PWO) Forms

Freddy at 16:43, 8 August 2018

2018-08-08T16:43:29Z

75.148.244.210 at 16:21, 8 August 2018

2018-08-08T16:21:37Z

Freddy at 15:01, 8 August 2018

2018-08-08T15:01:14Z

Freddy: Created page with " == Overview == This guide covers the setup of Item Control application. The Item Control system covers the setup and maintenance of inventory item codes, including stock..."

2018-08-08T14:23:00Z

Created page with " == Overview == This guide covers the setup of Item Control application. The Item Control system covers the setup and maintenance of inventory item codes, including stock..."

New page

== Overview ==

This guide covers the setup of Item Control application.

The Item Control system covers the setup and maintenance of inventory item codes, including stock, non-stock, miscellaneous, and production items. Item Codes are used throughout Adjutant in most of the application areas. The Item Control system is deeply integrated with the Order Entry, Production, Shipping and Logistics, Purchase Order (PO), Asset Management, Accounts Receivable, Accounts Payable, Task Management, and Accounting applications. The Item Control application setup involves some steps that must be completed during the [[System Manager Setup Guide|System Manager setup]] in order to proceed with further setup. The remaining Item Control setup steps should be completed prior to setting up the [[Purchase Order Setup Guide]], the [[Order Entry and Quoting Setup Guide]], and the [[Production Setup Guide]] to avoid running into any roadblocks.

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

==Initial Setup==

===Verify/Create Warehouse 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 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.

*The default Warehouse name should match the CID name. In most cases, the ‘Default Location’, ‘Active’, and ‘Production Plant’ checkboxes should be checked.
*The add process will create a new Organization with a ‘Warehouse Location’ attribute.
*You must complete the blank GL accounts in the ‘Account’ tab in order to save the record.
*If creating multiple 'Production Plant' Warehouses, review and update the Production Plant Priority tab as needed.
*Review the [http://abiscorp.com/adjwiki/SalesTax.ashx Sales Tax Calculations Wiki] information on Tax Table Overlay logic to determine if an overlay is appropriate. It is generally only required for Texas warehouses.
*After a successful add, the 'ID=' value will display with the internal keyno for the Warehouse. This is the loctid value in many item-related data tables and will be important to note when dealing with multiple Warehouses.

===Verify/Create Inventory Holder Records===

*Review the ‘Item Held For Codes’ (HOLDER) Rule Maintenance record and verify that the default inventory holder (log1 is checked) is set up and marked as active (log2 is checked).
*Add any additional inventory holders as needed. Additional inventory holders are a rare setup.

===Import the CID Items===

The CID Items file contains all of the system default item codes required by the different applications. If the CID Items are not set up, several basic functions in Accounts Receivable, AP, Tasks, and Data Imports will not work.

*A copy of the ‘cid_items_new.xls’ file can be found in the \Data Files\Items folder of the Adjutant directory (if copied from MASTER), or a copy can be found in the Implementation Files folder on the FTP.
*Edit the file and update the HeldFor, WHSE, and OwnerID values so they match your environment. Save the file as a Microsoft Excel 5.0/95 Workbook.
*Import the file as-is using the ‘Import Item Master’ screen. No special attributes are needed.

===Set up BIN Controls===

At a minimum, verify that the 'PUTAWAY' bin has been created. There are several areas where Adjutant relies on a PUTAWAY bin to complete certain transactions. If the PUTAWAY bin was not copied/created during the CID setup process, add the PUTAWAY bin in the Bin Control screen and flag it as 'Active' and to 'Allow Multiple Items'.

Controlling inventory location with bins is an advanced setup, and not all customers will need the additional control and maintenance of bins. If the customer will be using bins to control inventory location, use the Bin Import template to create all the required bin names. Bins can also added one by one in the Bin Control screen.

==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

===Item Commodity Codes (COMMCODE)===

Commodity Codes are designed for the procurement system to work with commodity groups and to generate vendor inquiries based on the code setups. Commodity Codes are also a filter on several Item Master reports and they can be used to create another layer of item grouping for inventory reporting.

Commodity Codes are an optional setup, but can be a useful filter or grouping option for standard and custom reports.

Review and update the Item Commodity Codes rule as needed. The MASTER codes are examples and will not work for all customers.

===Item Price Group Codes (ITEMGRP)===

Item Price Groups are used to define pricing tiers in the Customer Pricing screen. Item Price Groups should be aligned the customer's desired pricing scheme.

Review the Item Price Group rule and set up all needed price group codes. The MASTER codes are examples and will not work for all customers.

===Item Transaction Categories (ITEMCAT)===

Item Transaction Categories are used together with Customer Transaction Categories to define which revenue and cost accounts are used for different transaction types. Item Categories are defined in the rule, and tied to individual item records in the Item Master Settings tab, or the Item Master OHF record. The Item Category in the OHF record overrides the entry in the Item Master Setting tab, but should generally be the same value.

An Item Category code of 'DEF' should exist for all customers. Set up any additional categories needed based on the customer's revenue and cost accounts that should be hit for certain items. Review the [[http://www.abiscorp.com/AdjWiki/journal-entry-architecture-invoicing.ashx Journal Entry Architecture]] wiki for additional information on how GL Groups can affect the default accounting setups.

The MASTER codes are examples and will not work for all customers.

http://www.abiscorp.com/adjwiki/rule-itemcat.ashx

===Departments (DEPT)===

Department codes are used in several other applications in addition to Item Control. Their 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.

===Units of Measure (UNITS)===

The Units of Measure rule is a large and powerful rule that control item unit conversions between different unit types. The rule uses two factors to calculate the equivalent units for different unit measurements.

*For each defined base unit, a 1:1 entry should be created. For example, Each to Each should have a Factor 1 of '1.00' and a Factor2 of '1.00'
*The 'Group' value controls the available Unit Group entries in the Item Master screen and helps organize details in the rule
*The 'Group' value can also define different 'Name' to 'Base Unit' conversions based on the unique 'Group' name
*Factor1 defines how many unit names are equivalent to a single base unit. For example, if DAY is the unit name and HOUR is the base unit, Facor1 would be 1/24th or .041666. You would have to divide a day by 24 to get a single hour, or 1 hour is 1/24th of a day.
*Factor2 defines how many base units are equiavlent to a single unit name. For example, if DAY is the unit name and HOUR is the base unit, Factor2 would be 24.000. You would have to multiply hours by 24 to get a single day, or 1 day is equivalent to 24 hours.

The MASTER rule has a large default set of units, and is updated occasionally with common units. Review the Units of Measure rule and add any units needed for your customer. If you add unit entries that may be useful for other customers, send the details to the MASTER CID Administrator to include in the MASTER rule.

http://www.abiscorp.com/AdjWiki/Units%20of%20Measure.ashx

===Item Usage Buckets (INVBUCKET)===

The Item Usage Buckets rule defines up to five lookback periods for analyzing usage in the Usage tab of Item Master. The default rule values from MASTER are generally acceptable.

Review the rule and make any adjustments needed based on the customer's request.

===Inventory vs GL Dump Accounts (INVDUMP)===

The Inventory vs GL Dump Accounts rule should be set up with all inventory GL accounts that should produce a nightly XLS file that shows the difference between inventory value based on inventory on hand compared to the GL value.

*The GL Acct (text1) and a Type (text4) of 'INV' should be entered for all inventory accounts you wish to track. Set the Acct flag (log1) for each entry.
*Enter the Warehouse Name (text2) for each account if the customer splits inventory according to warehouse
*The Email Address (text3) can be used with the Email flag (log2) to send the XLS file to a specific email account

===GL Accts for Inventory (INVGLACCTS)===

The GL Accounts for Inventory rule controls which GL accounts should be reported night. This nightly routine is a dump of the GL balance for each indicated inventory GL account.

Review the rule and set up any inventory GL accounts that should be reported. The INVDUMP rule is a more robust tool and should generally be used instead. This rule can be set up for comparison if the customer is experiencing any inventory value issues.

==Review and Update Production-Related Rule Maintenance Records==

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.

<br>
<br>
<br>

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

← Older revision		Revision as of 16:22, 21 December 2021
Line 187:		Line 187:


		+	==Review System Functionality==
		+
		+	Once all core system setup has been completed, perform the following system functionality tests. Some of these will require additional setup in other areas in order to create transactions and report data for testing. Work through each associated setup guide to complete the required setup and verify that each area below is functioning as expected in the new server setup.
		+
		+	* Verify that reports can be previewed
		+	* Verify that drilldowns work, this uses an HTML viewer different than previewing a regular report
		+	* Verify that the doc vaults are accessible
		+	* Verify that printing is working
		+	* Verify that both outbound/inbound emailing are working
	<br>		<br>
	<br>		<br>

← Older revision		Revision as of 19:29, 8 February 2019
Line 152:		Line 152:

	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 profile widths. The MASTER rule details are provided as an example and will not work for all customers.		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 profile widths. The MASTER rule details are provided as an example and will not work for all customers.
		+
		+

	==Set up PWO Auto-Processing Attributes==		==Set up PWO Auto-Processing Attributes==

← Older revision		Revision as of 17:19, 8 August 2018
Line 84:		Line 84:

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

@@ Line 43: / Line 43: @@
 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 below) to tie each custom form to the correct department.
+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==

@@ Line 41: / Line 41: @@
 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.
@@ Line 77: / Line 80: @@
-==Review and Update the Profile Rules==
+===Production Reject Reasons (REJECTREASONS)===
 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.
@@ Line 116: / Line 126: @@
-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 PWO Auto-Processing Attributes==
-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.
+==Set up Printer Controls==
-  http://abiscorp.com/adjwiki/abcitem.ashx
+Set up all needed printers in the Printer Control screen.
-===Set up Cycle Count Code Controls===
+The PWO Control tab can be used to route specific production plant and production department combinations to specific printers.
 ===Set up Search Code Controls===

@@ Line 127: / Line 127: @@
 ===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.
+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 rule details are provided as 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.
+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 profile colors.  The MASTER rule details are provided as 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.
+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 profile gauges.  The MASTER rule details are provided as 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.
+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 profile machines.  The MASTER rule details are provided as 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.
+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 profile materials.  The MASTER rule details are provided as 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.
+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 profile widths.  The MASTER rule details are provided as an example and will not work for all customers.
 ==Set up PWO Auto-Processing Attributes==

@@ Line 10: / Line 10: @@
 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===
@@ Line 35: / Line 37: @@
 *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.
@@ Line 44: / Line 47: @@
 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)===
@@ Line 117: / Line 123: @@
 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)===
@@ Line 154: / Line 167: @@
 *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.
@@ Line 164: / Line 178: @@
-===Set up Search Code Controls===
+==Complete all Required Production Item Control Data Conversions==
-===Item Master Data===
+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.
 <br>

@@ Line 21: / Line 21: @@
 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, PWOSINGLE, defines an environment where each items creates a separate PWO.  This setup also uses the 'WOFORMSINGLE' PWO form layout when this option is set.  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.
@@ Line 34: / Line 36: @@
 *If creating multiple 'Production Plant' Warehouses, review and update the Production Plant Priority tab as needed.
@@ Line 50: / Line 56: @@
 **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 are used in several other applications in addition to Item Control.  Their 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.
+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.
@@ Line 82: / Line 65: @@
 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.
-The Inventory vs GL Dump Accounts rule should be set up with all inventory GL accounts that should produce a nightly XLS file that shows the difference between inventory value based on inventory on hand compared to the GL value.
+===PWO Forms by Department (PWOFORMS)===
-*The GL Acct (text1) and a Type (text4) of 'INV' should be entered for all inventory accounts you wish to track.  Set the Acct flag (log1) for each entry.
+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.
-===GL Accts for Inventory (INVGLACCTS)===
+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 GL Accounts for Inventory rule controls which GL accounts should be reported night.  This nightly routine is a dump of the GL balance for each indicated inventory GL account.
+*The '? to exclude' field can be used to exclude specific report codes from the list expressions on the form.
-Review the rule and set up any inventory GL accounts that should be reported.  The INVDUMP rule is a more robust tool and should generally be used instead. This rule can be set up for comparison if the customer is experiencing any inventory value issues.
+*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 Production-Related Rule Maintenance Records==
+==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.

@@ Line 3: / Line 3: @@
 == Overview ==
-This guide covers the setup of Item Control application.
+This guide covers the setup of Production application.
-The Item Control system covers the setup and maintenance of inventory item codes, including stock, non-stock, miscellaneous, and production items.  Item Codes are used throughout Adjutant in most of the application areas.  The Item Control system is deeply integrated with the Order Entry, Production, Shipping and Logistics, Purchase Order (PO), Asset Management, Accounts Receivable, Accounts Payable, Task Management, and Accounting applications.  The Item Control application setup involves some steps that must be completed during the [[System Manager Setup Guide|System Manager setup]] in order to proceed with further setup.  The remaining Item Control setup steps should be completed prior to setting up the [[Purchase Order Setup Guide]], the [[Order Entry and Quoting Setup Guide]], and the [[Production Setup Guide]] to avoid running into any roadblocks.
+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.
-A solid understanding of the client's inventory accounting model is required to accurately set up Item Warehouse and Owner/Heldfor records.
+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.
 ==Initial Setup==
-===Verify/Create Warehouse Records===
+The Production environment mainly deals with how Production Work Order (PWO) forms are generated from sales order lines.
-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]].
+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.
-Review the Warehouses screen and add any additional Warehouse 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.
+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 default Warehouse name should match the CID name. In most cases, the ‘Default Location’, ‘Active’, and ‘Production Plant’ checkboxes should be checked.
+The CID Setup Option, PWOSINGLE, defines an environment where each items creates a separate PWO.  This setup also uses the 'WOFORMSINGLE' PWO form layout when this option is set.  This is a rare setup.
-===Import the CID Items===
+===Verify/Create Warehouse Production Plant Records===
-The CID Items file contains all of the system default item codes required by the different applications. If the CID Items are not set up, several basic functions in Accounts Receivable, AP, Tasks, and Data Imports will not work.
+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]].
-*A copy of the ‘cid_items_new.xls’ file can be found in the \Data Files\Items folder of the Adjutant directory (if copied from MASTER), or a copy can be found in the Implementation Files folder on the FTP.
+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.
-===Set up BIN Controls===
+*In order to submit Warehouse items to production, the 'Production Plant' checkbox must be checked for that Warehouse Record.