Products

Make to Order

Aimed at the Make to Order environment, this module provides two companion programs which significantly enhance the facilities found in the standard Sage Sales-to-Works Order Generation and Works Order Completion options.

Bringing together the functionality of works order creation from sales orders, sales order acknowledgement print, works order print, works order completion and sales order allocation, the system offers a tightly coupled solution for the make to order manufacturer.

The enhanced Sales-to-Works Order option offers multi-level works order creation including netting off capabilities and MRP calendar support and also provides the option of the printing of sales order acknowledgement and shop-floor documentation in one stream-lined process.

Orders from customers can quickly and directly be translated into production instructions saving time, improving accuracy and giving a competitive edge.

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As works orders are generated, a powerful cross-referencing function sets up a link between the customer's order and the associated works order. This relationship is then used and maintained by the enhanced Works Order Completion option to manage the process of allocation completed goods to the customer's sales order.

As the finished goods are completed, they are immediately allocated to sales order ready for despatch. Where partial completions lead to sales order back-orders, the system continues to automatically maintain the cross-references through to the new back-orders. Subject to configuration, the Make to Order system can also handle over and under completions and adjust the original sales order accordingly.

Full Batch Traceability is provided so that despatched goods can be traced back to the originating works orders.

A further useful feature allows the system to gather bill of material and specification information from an external source (rather than Sage) in that way protecting investment in third party configuration systems.

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For speed and accuracy, Sales Order Acknowledgements can be automatically faxed or e-mailed, and works order documentation can be bar-coded by using Sage Paperless or Version 1 DbForm. This means that the completion, allocation and despatch processes can all be optimized by capturing and transacting using scanners.

The Enhanced Works Order Completion function also offers the means of completing a works order using invisible back flushing.

The option supports a third-party interface also allowing system integrators to build sophisticated front-ends to the Sage sales order and works order environments.

The module codes for Make to Order are M5 and M25.

Enhanced Purchasing

Much more from the POP system.

The Defacto Enhanced POP module extends the feature set of the standard Sage module by including many new useful additions. The module can be used alongside the standard module with some options seamlessly replacing their Sage counter-parts.

Supplier quotations including up to six quantity-price breaks can be recorded and the Purchase Order Entry and Raise MRP Orders options can automatically derive the price appropriate for the quantity required.

Better features are available to manage order dates and price by date.

Suppliers can be put 'on-hold' preventing orders from being raised or printed. If more specific control is required, the purchase of specific parts can be authorized or prohibited from suppliers.

Supplier Accreditation details are maintained showing status and certification expiry and Purchase Order Entry is limited to authorized suppliers only. Suppliers can be 'superseded' when buying decisions are changed.

When orders are amended, the Revision Control system automatically tracks and audits the alterations by maintaining a change control history. Details of the changes can be printed on the Purchase Order Revision Print or can be forwarded to suppliers automatically using Sage Paperless, DbForm or a custom supplier portal.

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Supplier Template Purchase Orders

Purchase Order Revision Control

Supplier-Part Price Breaks

Supplier Accreditation

Fast-Track Purchase Order Sub-Contracting

Supplier Quotation Management/Source of Supply

Automatic Delivery and Carriage Charges

Purchase Order Pricing by Date

Suspended/Superseded Suppliers

Suspended Stock

PO Schedule Print

PO Forced Completion

Purchase Order Notes and Extra Analysis

 

Standard template orders can be entered and then copied to create live orders.

A delivery and carriage charge sub-system will be available in 2007 which will automatically apply service charges to purchase orders to cover these items.

Bill of material information can be printed on goods receipt documentation to help with refurbishment environments.

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A fast-track sub-contract sub-system is also included with the goods receiving process with a new back-flush feature to manage sub-contractor free-issue and consignment stocks.

Extra analysis fields and Technical Pages can be added to purchase orders as well as date and time stamped history logs which can be used to record order progression and correspondence.

New links form a tightly-coupled relationship with the Defacto Quality Management and Vendor Returns modules.

Stock Archiving

Spring Clean your Inventory

Defacto has a new module which can clear down old and retired stock items along with their associated bill of materials and routes. Working from a list of stock codes the routine applies the standard Sage business logic rules for ensuring inventory items can be removed without compromising the database and then quickly and automatically updates the database. The list of stock codes can either be keyed and reviewed or prepared, for example, using the Report Writer from criteria such as last movement date or analysis codes.

Stock items can either be deleted completely or removed and saved to an archive store for subsequent retrieval.

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The solution also includes a powerful Archive Enquiry facility which allows drill-down into stock details, stock history, batches, allocations, batch tracking data, bill of material details inclusion full explosion and route details. The Enquiry can also be used on live data too, providing an extremely useful one-stop Stock Enquiry console for Sage.

If archived stock, BOM and route details are needed again, they can easily be retrieved from the archive files.

In order to assist in clearing down old production data, the module offers two out-of-the-box analysis tools. The first is a Stock Obsolence report which identifies items which have not been used for a given period and also to user specified selection criteria. The second option provides a powerful bill of material Examination tool which scans the selected bill of material and returns a list of items which are unique to the bill and which may be archived at the same time as the bill. Both options can directly update the Stock Archive list to drive the clear down and archive automatically.

Laboratory and Testing Information Management

Tightly integrated with the Defacto Quality Management System (QMS) the LIMS Testing system allows businesses to define standard test procedures and then track and record all aspects of the product test process.

Standard Test Plans, built from Standard Tests and Standard Outcomes, can be associated with components, raws, bulks and products on a ‘per item’ or ‘per group’ basis. This enables Test Plans and samples to be automatically generated at Goods Inwards and Works Order Completion time, according the appropriate inspection cycle and sampling plans. Where necessary multiple samples can be taken for separate analysis and microbiology.

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When Test Plans are generated, Sage batches are associated and batch and sample labels are automatically produced and can be bar-coded. In addition, Traveller documents can be printed to accompany the samples to the inspection bay or laboratory. Samples can then be quickly logged and tracked by scanning the labels and supplementary documentation showing test plan steps and batch details or further micro labels for samples or Petri dishes can also be generated.

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Results are then posted by selecting from pre-defined outcomes, recording failure codes or entering analogue values in which case the system can determine pass, fail or concession status based on known-good ranges.

When failure codes are entered, the system can examine user-defined Acceptable Quality Level (AQL) tables to determine whether the quantity failed for the type of failure constitutes a batch failure.

When the overall outcome of the Test Plan is known and electronically signed-off, the results are immediately posted back to the Sage inventory batches setting inspection and batch status automatically release the batch for use. At the same time Certificates of Assurance, Reject Notes and Concession Notes can all be printed according to the results. The close coupling with Sage means that the system is able to define and then automatically manage Tightened-Normal-Reduced sampling schemes based upon previous test results and adjust the test regime dynamically.

Laboratory receipt, test start, test completion and sign-off time stamps are automatically recorded so that performance can be measured.

The module also manages test equipment calibration and maintenance cycles and produces planned maintenance schedules and warnings to ensure equipment is not used out of band.

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The use of Stock Solutions and special items can also be recorded and batch tracked against Test Plans.

A full audit of all tests, samples, stock solutions, equipment and technicians is recorded for all activity within the system. As a result, all results posted can immediately be found and reviewed if retrospective problems are discovered. The tight integration with the Sage batch tracking systems means jeopardized products can be traced and recalled if necessary.

A sub-system records Standards information and manages the interaction with customers and suppliers helping to progress the negotiation, review and acceptance of specific standards to be used within the testing process, generating alerts when the standards are going to expire and need renewing.

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Universal Import

Specifically aimed at electronic order capture and inventory mirroring, the Universal Import module provides a gateway tool for integrating Sage 1000 and Sage Line 500 with Point of Sale, Web Sales Portals, Configuration Front-Ends, CRM Products, Third-Party Manufacturing systems and Carousel and Warehouse Management systems. The module can equally provide a means of inter- and intra- business to business solutions using EDI techniques.

Due to the innovative design of the import formats, the interface is configurable and offers full control of transaction information while shielding the third-party system from the complex business logic of the Sage products which means reliable and robust integration can be achieved. The module can accept input from either an ASCII file for fully configurable user-defined formats or by populating an SQL command table which is then processed by a server option.

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Connecting Systems Together

Defacto has announced that Web Service integration will be available from Q3 2007.

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Input data can be as simple as customer, stock code and quantity in order to create a sales order or can include all the Sage data which can be keyed in to the standard Sage Order Entry option. Credit Notes can also be created from the same input format. The module can create new inventory items and services and add these as well as existing items to create sales orders, invoices, purchase orders and works orders.

Once created, sales orders can be despatched purchase orders receipted and works orders can be issued or completed, all from an external command.

For Point of Sale, cash batches representing cash collected at the till - can be imported using the same module. Purchases can be generated and GRNs can then be booked against them.

Stock transactions including Stock GRN, Production Receipt, Sales Despatch, Production Issue, Inter-warehouse and Bin-to-Bin Transfer can all be automated in the same fashion.

The module can also be configured as the hub and Sage Interface for shop floor data capture systems where it can be used to provide connections to hand held devices and third-party plants. In this mode mobile devices can be used to collect Goods Receipt, Stock Take Count, Inspection Results and Kan Ban data.

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An example using hand held devices from Symbol. PocketPC technology is an alternative.

Commands can be submitted using the Web Services Interface available from Q1 2007.

The Web Services interface requires a server supporting Microsoft Internet Information Server and SQL Server.

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The Universal Import can provide a Sage interface to a Carousel machine so the Sage Inventory management system can automatically track the contents of the bins within the Carousel.

As a standard offering from Defacto, the module will continue to be developed so that it will track the Sage Road-Map maintaining compatibility thereby protecting the investment of the interface.

When processing Inventory movements, powerful batch filtering can be applied to select serial number, lot number and batch and bin locations. Full support for integrating external ERP transactions is possible using the module.

In Server mode, a process scans the input command line periodically, processes the requests and reports the outcome through a responses table.

Universal Import can connect regional business units.

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The module tracks the Sage Roadmap maintaining compatibility and therefore protecting investment.

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