Activant Prophet 21

Preparing for Production Order Processing

Production Order suite Course 1 of 3

This class is designed for…

Managers/Employees responsible for inventory decisions, who are already familiar with the basic Prophet 21 Order Entry process

Objectives

Setup the Prophet 21 system for Assemblies and KitsUse the Assembly Maintenance windowEnter Assembly/Kit order entry ‘on the fly’

This course will NOT cover…

Secondary ProcessingItem MaintenanceOrder Processing

What is an Assembly?

An item that is built from other componentsKIT Assembly

Does NOT have to be put together by your personnel

Assembly Needs to be built/compiled by your personnel

Kit

ToolboxScrewdriverHammerNailsSandpaperRuler

Assembly

BicycleTires Handlebars ChainSeat

Questions

Do you have items that you will need to create as Assemblies? Do you have items that you will need to create as Kits?

System Settings Defaults

These settings determine how

options in Assembly

Maintenance will default.

Creating an Assembly or Kit

Header Item and Components must be created in Item Maintenance BEFORE the assembly item can be created.

Creating an Assembly or Kit

Production Order/Maintenance/Assembly Maintenance

Creating an Assembly or Kit

“Header” Item is entered in the Item ID field.

Pricing Assemblies

How are you going to price the assembly?

Pricing Assemblies

By Components“Header” item price is based on component prices

Cannot be editedComponent prices display on printed forms

Can be edited

Pricing Assemblies

By Assembly Using Components“Header” item displays price based on components

Displays on formsComponent prices do NOT print on forms

Pricing Assemblies

By Assembly Pricing based on “Header” item ONLYForms will NOT display component prices

AppShare

Enter a customer order for three different assemblies

By AssemblyBy Assembly Using CompBy Components

Creating Assemblies

The Default Disposition pertains to components.

Creating Assemblies

Creating Assemblies

AssemblyUsage accumulated for the “Header” item only

ComponentsUsage accumulated for the components only

BothUsage is accumulated for both the “Header” item and the components

Creating Assemblies

Determines if the item is a “kit” or an “assembly”.

Creating Assemblies

Check only if the Assembly is to be placed on a customer order with a release schedule.

Assembly for Stock

Assembly items Considered a regular stock item

Components Not viewable in Order Entry

Creating Assemblies

Do you need to make changes to assemblies for certain customers?

Creating Assemblies

Automatically Create POs in Order Entry

ON: Production Order is created when the order is saved. OFF: Production Order must be manually created in the Production Order module

Creating Assemblies

Creating Assemblies

Calculate Service Level

Service LevelHow often you were able to meet your customers demand for items PTD (Period to Date)Hits/PTD Orders

A hit occurs if the customer demand for an item on an order is met

Do you want to Calculate Service Levels for Components?

Creating Assemblies

Print Incomplete Assembly on PO Form

ON: Production Order prints as long as any of the components of a particular item is partially allocated to that assembly OFF: Production Order prints as long as there are enough components available to create one assembly

Creating Assemblies

The ‘Allow Disassembly’ option is only available for assemblies.

Allow Disassembly

ON: Components on an assembly can be returned to stock without having to perform Inventory AdjustmentsOFF: Components on assemblies that are returned to stock have to be returned via Inventory Adjustments

Allow Disassembly

Cost of Disassembly Determines the cost of associated with disassembling this assembly

Prorate Cost By $ Amount QuantityWeight

Components Tab

Enter the quantity needed for each component in the Quantity field.

Copy an Existing Assembly

Retrieve the new item IDRMB and select Copy Existing Assembly and search for the assembly/kit you wish to copy

Copy an Existing Assembly

Adjust settings and components as neededSave

RTS Components

Standard PC mouseRemove the roller ball, and place it into stockReplace it with a special type of roller ball

RTS Components

RTS Components

Labor

Create an other charge item for LABOR in Item MaintenanceAdd this item as a component in Assembly Maintenance or add it on the fly

If adding Labor on the fly make sure to check “Allow Adding Components in Transaction Windows”

Labor

Applied Overhead

When creating assemblies, do you want to track other charges such as labor, separately? If Yes:

You will need to setup an Applied Overhead general ledger account in Company Maintenance

Applied Overhead

Inquiry

Inquire: Component Lookup

Inquire: Assembly Info

Inquire: Component Info

On the Fly Assemblies/Kits

Created during Order Entry User must have permissions Once created on the fly in Order Entry, a record is created in Assembly MaintenanceOptions are defaulted from the System SettingsSystem Setting – Use Production Order Processing

Y = assembly will be createdN = kit will be created

Enter the Header Item.

NOTE: the Item cannot already exist in database!

On the Fly Assemblies/Kits

On the Fly Assemblies/Kits

Choose Add Assembly.

On the Fly Assemblies/Kits

Enter Item Description and Qty Ordered.

On the Fly Assemblies/Kits

Add Components.

On the Fly Assemblies/Kits

Header item will have “P” disposition.

Generic Items for OTF items

Kits

“Header” item can’t be adjusted into stock, only componentsKit item is allocated on order if all components are in stock Kits do not go through Production Order Processing

Assembly Overview

Production Order is createdManuallyAutomatically at Order Entry

Production order is printedItem is assembledProduction order is processed

System Settings

Do you want to enter more than one assembly to a production order?

System Settings

Do you want to automatically add assemblies to existing unprinted

Production Orders?

System Settings

Do you need to source components from locations other

than the make location?

System Settings

Do you want to track component cost on an invoice?

System Settings

Specific costing for assemblies

Use Standard Cost for Assemblies

System Settings

Determine pricing options

Rollup Assembly Prices

Overrides assembly pricing optionIf an assembly is set to price by assembly, item will always be priced by componentDoes not impact assemblies priced off of contract

Costing Assemblies

Components costs are rolled up to come up with the Assembly Cost

Rollup Assembly Costs

Sums component costs on assembliesView actual sum instead of the current MAC or FIFO on the header itemParticularly useful for on-the-fly assemblies

Kits sum component cost regardless of this settingUse Standard Cost = Y

Rollup Cost setting has no impact, standard cost always used

Summary

Setup the Prophet 21 system for Assemblies and KitsUse the Assembly Maintenance windowEnter Assembly/Kit order entry ‘on the fly’

For More Information…

Prophet 21 Help Files

Activant on the web: http://distribution.activant.com/

View Activant Educational Services course offerings

Browse Documentation

Search the Solutions database

Submit a Support case

Email Professional Services Sales: pss@activant.com

Production Order Processing

Production Order Entry and ProcessingProcess ‘manual’ Production OrdersProcess ‘automatic’ Production OrdersPerform Disassemblies

Entering Customer Orders: Assemblies and KitsDefine an assembly and kitAdd components to assemblies in Order Entry Understand Assembly/Kit PricingCreate an assembly on-the-flyCreate a kit on-the-fly