Combine Material In Production Control

Production Control – get those materials combined and priced!

In this installment we are combining the Production Control bill of materials and sending that combined list to a requisition.  The program automatically tracks all materials.  Your Production Control cut lists will be based upon the combining result.  When combining options are changed in Requisitions, the cut list is updated accordingly.  You may combine all materials, send all to a single requisition, and then filter that list to send certain items to different purchase orders.  All of this automation simplifies purchasing and tracking the materials.

We will work in the following:

• Combine Production Control Material
• Send to a Requisition
• Send Materials out for pricing
• Update the pricing

Click the ‘Production Control’ drop down, select ‘Combine’, opening the ‘Select Combining Run’ window. Click ‘Mult’.
      
     
                           
After the ‘Mult’ button has been clicked, the ‘Combining Run Filters’ window opens.  Use the filter window to select specific materials groups to be combined.  For this example we will select Angle material. 

To select the angle material, first click ‘Shape & Grade’ in the ‘Combining Run Filters’ window left side list.  In the Shape & Grade window, click the left pointing double arrow button to de-select or move all items to the left side, then double click on ‘L’ shape, or click to highlight and then click the single right pointing arrow to move it to the ‘Included’ side. Click ‘OK’ to continue.

    
              
Returning to the ‘Combining Run Filters’ window, check your ‘Optimizations’.  Click the ‘Optimizations’ button at the bottom left, opening the ‘Combining Setup’ window.  Use this window to select material options. 

When not using Inventory materials, move all Inventory type options to the left side or ‘Optimizations Not Included’ and move ‘Warehouses Least-Scrap’ to the ‘Optimizations Included’ side.
       
      

When completed with selections, click ‘Mult’.



When the combining completes, the ‘Combining Run Results’ window opens:



Click the ‘Save Displayed Results & Close’ button, opening the ‘Select’ window for Requisitions or Purchase Orders.
Note – this ‘Save Displayed Results & Close’ selection is what makes the Production Control material cut list. 
    
      
 
For the purpose of this example, ‘Requisitions’ is selected:
   
            

Enter the Requisition number and description, click ‘Save’, opening the ‘Select Requisition’ window.  The latest requisition is highlighted, click ‘OK’ to move those combined materials to the new ‘Requisition’.

When the requisition material loading completes, the requisition window automatically closes.  Click the ‘Purchasing’ module tab at the top right of the FabSuite window, opening the ‘Select Requisitions/Purchase Order’ window.




Click the top left tab for ‘Requisitions’ in the ‘Select Requisition/Purchase Order window.



Click ‘Open’ to continue.



While in the Requisition window, notice the information box at the bottom right.  The combining result for the highlighted display area item is shown. 

Send out this list for pricing:



Click to select reports from the ‘Requisition’ drop down, click ‘Make Report in the ‘Requisition Report Filters’ window. 
          
      
           
Select the ‘Request for Pricing’ report, click ‘View’.

   





This report may be printed, saved and emailed as a ‘pdf’.  If using Windows Outlook email, a new email will be opened with the ‘Request for Pricing’ PDF already attached when the ‘Email PDF’ button is clicked.

When pricing is returned you may update by individual line items or by groups using Global Edit. To use the ‘Global Edit’ feature, highlight a group of items – then select ‘Global Edit Selected’ at the ‘Requisition’ drop down.
      
   
 
You may click on an item, change the ‘Base Price’ amount and click ‘Save’. Note that when you right click in ‘Base Price’ a drop down select menu appears to change the pricing units, if needed. 

While in the Global Edit window, checkmark the left side box of ‘Base Price’ and enter the new price.  Global Edit Base Pricing Units may be changed by ‘Right click’ selection in the Global Edit window.  Click to checkmark the box for ‘Convert Base Price Units’ when updating the item.  Click the ‘Update button at the bottom to continue.



To Update Pricing Maintenance, click the ‘Requisition’ drop down, click to select ‘Update Pricing Maintenance’.
 


In the Pricing Update window, Select the ‘Supplier to Update’, click to highlight the items to be updated, and then click the ‘Update Pricing’ button. What you are doing is putting only the new prices to those specific items in the data base for Pricing Maintenance.  



This is a very handy tool, expecially for those using the pricing database out of the Estimating Module!
In this installment we are working in material combining and updating pricing.

We reviewed how to:

• Combine Production Control Material
• Send to a Requisition
• Send Materials out for pricing
• Update the pricing

Next time we will work on un-combining and recombining to specific lengths – handy for making changes!