Settings and Utilities Module

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15.1.0 Utility and Configuration Module Overview

 

The Settings and Utilities Module allows users to configure pc/MRP to best suite their business operations. To access this menu in the full version of pc/MRP users will be required to enter the configuration code number.  If the code number gets lost or the phone number in option 1 is changed, users can obtain a new code number by contacting Software Arts (408-226-7321).

 

The Utility and Configuration screen is shown below:

 

 


Depending on the option, chosen users will be resented with a Run Utility or Change Option button.  Once an option is changed, users can press the Revert Option to undo changes to the option chosen.  To undo all changes select Cancel.  To save all changes press Save.

 

15.1.1 Option 1, Change Address

 

Allows you to change your company address. This address appears in the upper left hand corner of your Invoices, Purchase Orders, etc. If you change the company phone number you must call Software Arts to obtain a new configuration code as the company phone number is a factor in determining the configuration code.

 

15.1.2 Option 2, Print -Or- Suppress Address on Forms (P/S)

 

Allows you to configure pc/MRP to printout or suppress your address on your invoice, purchasing, sales, shipper, and receiving forms. This option is provided for companies who desire to print out on pre-printed forms containing their company logo and address.

 


15.1.3 Option 3, Allow Goods and Services Taxes

 

pc/MRP versions 7.02g and higher will debit the sales tax account when you enter an I (on account purchase) or P (cash purchase) accounting transaction.

 

15.1.4 Option 4, Inventory Adjustment Method (S/A/P/W/R/T)

 

Allows you to configure the method pc/MRP uses to adjust the inventory. As a general rule, manufacturers, distributors and retailers should select A.

 

S, allows the stock room module to adjust the onhand quantities. Issuing parts to shipping and receiving parts from receiving will adjust the onhand quantities.

 

A, allows the invoice and receiving modules to adjust on hand quantities. This is the default setting for manufacturers and distributors and retailers. Entering an invoice or receiver will adjust the on hand quantities of the parts or assemblies entered. When entering an invoice for an assembly the on hand quantity of the assembly itself will be decreased. This setting allows manufacturing to build to stock and sell completed assemblies.

 

P, allows the invoice and receiving to adjust on hand quantities. When entering an invoice for an assembly pc/MRP will use the BOM to reduce the on hand quantity of the parts. This option can be used by restaurants and manufacturers who do not build to stock. This option reduces the quantities of parts only and not sub-assemblies.

 

W, allows the invoice and receiving to adjust on hand quantities. When entering an invoice for an assembly pc/MRP will use the BOM to reduce the WIP quantities of the parts within the assembly. This option requires users to issue parts to manufacturing, but not receive them back from manufacturing as completed assemblies. With Version' 6.49BH and higher, if you add the letters "EXP" to the catindex field for each part in the part master, pc/MRP will not stop and notify you when it reduces WIP quantities below 0. Software Arts strongly discourages using this method as breakage, shortages, etc will not be caught. Furthermore, MRP will not work well under this method.

 

R, allows receiving to increment on hand quantities and the stock room's ship to shipping to decrement onhand quantities. This inventory adjustment method is available on versions pc/MRP for Windows 6.49AG and higher

 

T, allows receiving to increment on-hand quantities and the stockroom to issue and receive from manufacturing. When the stockroom receives from manufacturing it will decrease WIP, but not increase the on-hand quantities of finished goods. Invoicing will not decrement the on-hand quantity of finished goods. This method will not work well for companies building to stock or using work orders to complete other work orders. This option was added to versions 6.91E and higher.

 

15.1.5 Option 5, Change The Starting Month Of Fiscal Year

 

Allows you to input the starting month of your fiscal year. The default setting is 01.

 

pc/MRP Version 7.43A and higher, allow you to set not only the start of your fiscal year but also the date each month ends on as shown below. When you open up this window the current month and year will be selected. This screen sets the last day of the month as the default end date unless changed by the user. Once a month has been closed, the end date of that month cannot be changed. The "Allow date change during month close" check box enables or disables a user closing a month to change the ending date of the period he is closing. The start date of any period is naturally the day after the end date of the prior period. This screen comes pre-populated with the end date of every period from 1985 to 2035. This screen can be repopulated from the command line with the command DO FORM CLOSEDATE WITH 'FILL', 1985, 2035. Repopulating this form should never be necessary and you would never do so without calling Software Arts first. When a month is closed all transactions whose date is greater than or equal to the start date and whose date is less than or equal to the end date are included during the close.

 


15.1.6 Option 6, Change The Average Hourly Labor Rate

 

The average hourly labor rate is used by pc/MRP to determine the labor cost of a work order number when it is completed and returned to the stock room. Job Cost Reports are available from the Stock Room Report Module.

 

15.1.7 Option 7, Change The Sales Tax Rate (%)

 

Tax Rate used by pc/MRP if the sale is taxable and the customer is not inserted from the Address Book.

 

15.1.8 Option 8, Auto Accounting On -Or- Make Accounting Separate (A/M)

 

Will set auto accounting on or off. If auto accounting is set on and the user has at least Enter/Edit rights to the accounting module, entering an invoice or receiver will automatically update the general ledger. If auto accounting is set off, accounting must update the general ledger by pulling up the receiver or invoice, pc/MRP will then automatically debit and credit the proper accounts. Software Arts recommends setting auto accounting off so that invoice and receiver mistakes are not automatically entered into the general ledger.

 


15.1.9 Option 9, Create Modify Chart of Accounts Template

 

Option 9 allows you to:

Edit the chart of accounts template:

When pc/MRP needs to automatically display a chart of account number(s) for an accounting transaction, it uses the account template to determine the correct account number to bring up. As such, if you change one of the chart of account number that pc/MRP brings up automatically, you use must use option 9 to change the default account number in the account template dbf file.

Add chart of account numbers for a division and or department:

Versions 7.01z, 7.03t, 7.05d, 7.06a, 7.42c, and 7.43a and higher add new div/dept chart of account numbers to the chart of accounts for all chart of account numbers greater than or equal to a specified chart of account number. This allows you to automatically create revenue and expense chart of account numbers for a specified division and or department.

Re-index the account template dbf file:

This option allows you to re-index the account template dbf file.

 

15.1.10 Option 10, Use Perpetual -Or- Periodic Accounting Inventory Method

 

Select option 10 to run either a perpetual inventory or periodic inventory accounting system. With a perpetual inventory method, the dollar amount of the inventory is adjusted with every transaction. A periodic inventory method adjusts the inventory dollar amount at the end of each month. In both cases, the costs must be correct and up to date in inventory for each part and assembly.

 

15.1.11 Option 11, Multi Div Off -Or- ON

 

Select option 11 if you wish to key the accounting templates on division or product code. Leave this option off unless you have a multi-division company. If you set this option to division or product code, each accounting transaction will be keyed to look for the division or part number field in the invoice or receiver being processed.

 

15.1.12 Option 12, Multi Div to Key on First Line Item -Or- Multiple Line Items

 

Set option 12 to FIRST if you wish the transaction to key on the div or product code from the first line item only. Set option 12 to MULT if you want pc/MRP to key on the div or product code for each line item. If option 12 is set to MULT, transactions cannot be edited, adjusting entries must be entered.

 

15.1.13 Option 13, Allow Checks to be Reprinted (Y/N)

 

Allows or disallows reprinting checks that have been printed.

 


15.1.14 Option 14, Edit or Adjust Accounting Transactions

 


 

 

Option 14 can be set to allow or not allow editing of accounting transactions.   If option 14 is set to not allow editing of accounting transactions users must make adjusting entries.  The lockout date will prevent editing or adding new transactions with dates equal or prior to the lockout date.   

 

15.1.15 Option 15, Pre-Printed Check-numbers.

 

Will allow pc/MRP to work with pre-printed check numbers or checks without pre-printed check numbers.

 

15.1.16 Option 16, Enable dynamic locations in receiver.

 

This option allows users to enter a new location whenever you receive a part whose onhand quantity = 0. Also see Option 44.


15.1.17 Option 17, Cost Of Sales From Partmaster (Inventory), Related PO, Or Off (P/R/O)

 

Will allow pc/MRP to import the cost of a sale into the Sales Order record from either the Partmaster (Inventory) or from a Related Purchase Order (seldom used). Setting this function to Off will prevent the cost and the additional cost from displaying on the sales order, invoice, and sales quote.  Please note, the costs will still be inserted into the, sales, invoice, and sales quote tables, simply not displayed. If you select Part Master (Inventory) or Off, Option 35 will determine if the average or standard cost is imported into the Sales Order/Quote at creation time.

 

The Monthly Cost of Sales Report is available in the accounting report module.

 

15.1.18 Option 18, American Or European Dates

 

Selection 18 allows pc/MRP to work with American (MM,DD,YR) or European (DD,MM,YR) dates.

 

15.1.19 Option 19, PDF and HTML File Generation Settings

 

Option 19 allows an administrator to “Enable”, “Disable this workstation” or “Disable all workstations” from generating PDF and HTML files.   This function basically creates or deletes a flag file named c:\HTMBlock.flg.     A drop down HTML Form Generation List Box allows users to select either HTML Printer Driver or Code Based HTML This option allows an administrator to set form creation through the HTML print driver or code based generated HTML files.   If users have any difficulties with the HTML driven forms and reports, change the settings to Code Based Generation.  With  pc/MRP Versions 8.10 and higher an  “Auto-open created PDF files” check box was added to allow users the option to automatically open the PDF files they created.

 

15.1.20 Option 20, Display Data Entry Screens in Color (no longer used)

 

Option 20, in the Windows version 7.43C and below, allows you to display the data entry screen in color.  In versions 7.43D and above white screens whose colors could be changed were phased out.  Users can also change the color of data entry screens by entering the company name as PRACTICE through option 1.

 

15.1.21 Option 21, Reformat a Form for HTML Compatibility

 

This utility can be used to alter the graphical layout of a report, form, or label to be better suited for use with HTML file generation.  Backup copies of the files will be saved to the OldForms sub-folder.

 

15.1.22 Option 22, Enter Boiler Plate And Set Defaults For Forms

 

Selection 22 will allow you to modify the following items on your invoice, sales order, shipper, PO and receiver forms: Add, delete, or modify boilerplate (notes) for each form Suppress or print out the model number on each form. Import the inventory memo field as part of the line item's description. Place the ship to and bill to addresses on the right or left side of the form for sales orders, invoices, and sales quote forms.  Include ship-to address on purchase orders (1st line item needs ship-to address via the option button).

 

15.1.23 Option 23, Create ASCII Text Files

 

Will create an ASCII text file copy of any of pc/MRP's database files. The original database files (.dbf) will not be changed. pc/MRP will create either SDF (for word processors), Delimited or Comma delimited ASCII text files with the extension .TXT.

 

15.1.24 Option 24, Report Writer

 

Allows users to create and modify custom reports, forms, and labels. See pc/MRP Custom Programming, section 15.4.1 of this manual for instructions on using the report writer.

 

15.1.25 Option 25, Enter User Name Or Inventory Buyer Into PO's Placed By Field

 

Allows the Placed-By field of the purchase order to be populated by either the user's login name or the inventory Buyer field.

 

15.1.26 Option 26, Launch a Plug-in Utility Process.

 

Allows pc/MRP to load and launch utility plug-ins.

 

15.1.27 Option 27, Re-index All Index Files

 

Re-indexes all of pc/MRP's index files.

 

15.1.28 Option 28, Define Part Number Size

 

Sets the size of the part number from 6 to 15 characters, including dashes, product code and suffix. Also see Option 29 & 48.

 

15.1.29 Option 29, Define Product Code Size

 

Sets the size of the product code part of the part number from 1 to 6 characters. The product code consists of the first x characters of the part number. It can be used to classify part numbers into a product code. For example, the part number of all cables could start with CAxxxxx. The product code would be CA (size 2) and consist of the first two characters of the part number. pc/MRP will be able to give you the next available part number for a cable provided the remainder of the part number is in numeric form. Also see Option 28 & 48.

 

15.1.30 Option 30, Set Time Out (Seconds)

 

Sets the length of time an update message is shown on the screen. Update messages display a change in on hand quantities, on order quantities, etc. Point of sale operations should set this value to1 to decrease data input time. Do not set the time out value to zero as pc/MRP will treat this value as an infinite and display the message until the user presses enter.

 

15.1.31 Option 31, Change Password

 

If you do not have pc/MRP’s Optional Password Module activated, Option 31 allows the password to be changed.

 

15.1.32 Option 32, Check Inventory For Invalid Vendors

 

Checks the vendor ID codes listed for every part number in inventory. It will display or print a "Vendor ID Error Log" report if it finds any vendors in the inventory records where the ID cannot be found in the address book. You must then edit the inventory files and insert valid vendors.


15.1.33 Option 33, Set Email Default Subjects And Messages

 

This option allows users to set the default subject and message for each kind of pc/MRP e-mail.

 

 


15.1.34 Option 34, Change Names of Alternate Storage Areas in Inventory

 

Allows users to change the names of the alternate storage areas that inventory may be stored at.

 

15.1.35 Option 35, Average Cost or Standard Costs Imported into Cost of Sales

 


 

With pc/MRP versions 7.61D and higher, pc/MRP’s accounting module no longer gets the cost of sale from the invoice dbf file.   Instead, it gets the cost of sale from the partmaster dbf file when the invoice is posted.  pc/MRP only uses option 35 to select either standard or average costs when posting an invoice.  If additional labor is in the BOM, pc/MRP includes the labor in the Cost of Goods Sold amount sent to QuickBooks or pc/MRP’s own accounting system, depending upon how this option is set.

 

15.1.36 Option 36, Create/Export FedEx Address ASCII File

 

Option 36 will create a FEDEXADD.DBF in your FEDEX20 directory that contains the name and address of all of your vendors and customers. This file can be imported into your FEDEX address book by using the FEDEX Address Book "Import File" function. of your customers

 

15.1.37 Option 37, Credit Card Digit Validation & Formatting

 

Enables validation of credit card number and (optionally) reformats the credit card # by inserting hyphens at the appropriate places.  Number validation must be enabled for formatting to work..

 

15.1.38 Option 38, Include AP Voucher Information in Receiver Reports

 

Allows AP vouchers to be included or not included in the receiver reports.

 

15.1.39 Option 39, Printout File Structure

 

Allows the user to print out the file structure for any of pc/MRP's data base files. This option also allows users to compare the existing file structure with what the file structure should be.

 

15.1.40 Option 40, Importing Data Into pc/MRP

 

A utility for taking data from a non-pc/MRP data source and inserting the data into one of pc/MRP's database files. See section 15.11.1, "Importing Data Files," for more detail.

 

15.1.41 Option 41, Check Data Base Files For Numeric Overflow

 

Allows the user to check any or all of pc/MRP's data base files for numeric overflows. Check the "Zero all overflows" check box, if you would like pc/MRP to zero out all of the overflows it encounters.

 

15.1.42 Option 42, PO Costs Based on "Vendor Price List", "Last PO Cost" or "Ave Cost"

 

Allows the user to set PO Cost to be automatically inserted into the PO from the "Vendor Price List", Last PO Cost, or Average PO Cost

 

15.1.43 Option 43, Repair an invalid memo file

 

Option 43 will attempt to repair an invalid memo .dbt file by calling an internal program named "memofix2.prg."   pc/MRP will prompt you to select the related dbf file for the broken dbt memo file.  This function will attempt to fix the file and save the data in the dbt file.   If the name of the broken file starts with mrp, call Software Arts for the name of the standard dbf/dbt file that must be repaired.  

If the memo .dbt file is missing, this function will not work and you must restore both the .dbf and the related .dbt files from a backup copy.   If the .dbf file does not require a memo file or the files are in use pc/MRP will display the appropriate error messages.

 


15.1.44 Option 44, Set Default Receiving Area

 

Sets the Inventory storage area that the receiving module defaults to when receiving. Also see Option 16.

 

15.1.45 Option 45, Set Stockroom Defaults

 

Changes the stockroom module's default costs and whether the quantity available or quantity required is issued on a short component. By selecting quantity required, if a part is short, pc/MRP will drive the quantity negative automatically.

 

15.1.46 Option 46, Allow Auto Receive Option

 

Turn on/off the ability to automatically receive the remaining items on a purchase order.

 

15.1.47 Option 47, Set Inventory Defaults

 

Turn on/off the ability to mark-up sale prices and roll-up assembly costs from the inventory menu.

 

15.1.48 Option 48, Set Part Number Suffix Size and Default Content

 

Allows users to set a suffix size for the part number. Allowable sizes are dependant upon sizes used in  Options 28 & 29, partnumber and product code. Dashes are considered in the count; “-01” is three characters.

 

15.1.49 Option 49, Set the Part Number Incrementation Method

 

If users have part number suffixes, Option 49 allows them to set the part number incrementation method.



If you would like to have dashes in the part number, they should be included in the Part Code and/or the Suffix Code.  Autonumbering will look at all characters in the Product Code and Suffix to determine the uniqueness of the number to increment.  For example, if you want your part numbers to have the form 1-200-0001-3, where the 0001 is the root to automatically update for the next part, you would set the Product code to 6 characters (eg. “1-200-“) and the Suffix to 2 characters (“-3”).  When selecting new parts, you will want to choose the option of “Next Available Partnumber for a Part Code/Suffix Code”.  When entering the Part Code, you will need to input the dashes or else the system will leave the extra characters as blanks and recognize the part code as different from the one with dashes.  For example, entering the part code “1-200” will generate a new number:

1-200 0000-3

(assuming “-3” was set as the default Suffix Code). This example also assumed both a Part Code and Suffix Code existed.  In your application, you may use both, one, or neither of the codes.

 

15.1.50 Option 50, Set Cost Averaging Defaults

 

pc/MRP's Version 6.73AQ and higher allows users to set pc/MRP's cost averaging defaults. You can set the cost averaging formula used by pc/MRP to include all stores areas and or the WIP area for the current quantity on hand number. Basically, two memory variables are stored in a file named costave.mem. If mcostave_a = Y, areas 2 thru 6 quantities are included in the current quantity. If mcostave_w = Y, the WIP quantities are included in the current quantity.

 

15.1.51 Option 51, Allow a BOM Part or Item Number to be Included in a BOM Multiple Times

 

Option 51 allows you to add the same part number to the same BOM multiple times. Otherwise, you must edit the quantity of that part number in that BOM. This function store a variable called mulbmprt in the mulbmprt.mem file. If mulbmprt = Y, the user will be allowed to add the same part number to the same BOM.

 

15.1.52 Option 52, Edit the Address Book's List-Box Contents

 

pc/MRP's Version 6.79B and higher allows users to change the contents of the address books contact manager list boxes. The Concern (addrconc.txt) , Area of interest (addrint.txt), Lead Source (addrsour.txt), Priority (addrprio.txt), and Purpose (addrpurp.txt) list boxes can be modified to contain any options the user wishes to enter.

 

15.1.53 Option 53, Warn if a Sales Order puts a Customer Over their Limit

 

pc/MRP's Version 6.79E and higher allows users to set pc/MRP to warn if a sales order will exceed the customer’s credit limit. Basically, this option creates a mem file called salecrdt.met. This file will contain the override password contained in a memory variable named mdecsetpw.

 

15.1.54 Option 54, Update the Alternate Part Numbers on all BOMs

 

pc/MRP's Version 6.79E and higher allows users to update the alternate part numbers in the BOM file with the alternate part numbers in inventory.

 


15.1.55 Option 55, Put Serial Numbers into the Invoice Comments Field.

 

pc/MRP's Version 6.82 and higher allows users to have serial numbers automatically print into the comments field in the invoice.

 

15.1.56 Option 56, Match Customer Parts List to pc/MRP Inventory

 

pc/MRP's Version 6.82 and higher allows users to automatically compare vendor and customer part lists to their own parts listed.

 

15.1.57 Option 57, Allow Shipper Generation Based on Sales Orders

 

pc/MRP's Version 6.82 and higher allows users to allow or not allow the creation of a shipper from a sales order.

 

15.1.58 Option 58, Modify Part Description Templates

 

This option allows users to create description templates that can be used when entering part number descriptions. This helps create standard uniform descriptions for part numbers.

 

15.1.59 Option 59, Set The Cost Roll Up Defaults

 

This option allows users to set the cost roll up defaults to Standard Cost, Average Cost, or Last PO Cost.

 

15.1.60 Option 60, Set The Labor Overhead Mark-up Percentage

 

This option allows users to set the labor overhead percentage. This overhead percentage would be used if labor and overhead were to be included when running a cost roll up.

For example, if you have 1-hour of inside labor in a BOM at $10.00/hr, and the labor Overhead Percentage equals 10%, the labor cost in the BOM would equal $1.00+ ($1.00*10/100)=$1.10 NOT ($1.00*10/100)=$0.10.

 

15.1.61 Option 61, Costed BOM Reports Update Assembly Cost

 

This option allows users to set the ability of pc/MRP to update inventory costs of an assembly whenever an exploded BOM is displayed or printed to "On" or "Off".

 

15.1.62 Option 62, Allow Editing Of Inventory Stores And Area Quantity Fields

 

This option allows users to turn off the ability of users to edit the stores area quantity and location fields. This forces users to use the stockroom's "Adjust quantities" option to change quantities of parts in stock. The stockroom's "Adjust quantities" option leaves a record of the adjustment along with a comment line explaining the adjustment. pc/MRP's "Inventory Movement" will only be accurate if the stock room is used to adjust quantities and not by editing inventory. For this reason, it is wise set this option to "Not allow editing" of inventory quantities.


15.1.63 Option 63, Set Document Item Limits For Sales, Purchases

 

This option allows users set the maximum number of line items allowable for sales and purchase orders. Each line item is fed into an array and due to RAM memory limits for some computers, it may be wise to set the limits to 50 line items for computers with less than 32 mega bytes of RAM.

 

15.1.64 Option 64, Set The Default Inventory Class Type

 

Whenever a new part number is created, pc/MRP automatically inserts an "A" into that part's class field. This option allows users to set the default to "A", "B", or "C".

 

15.1.65 Option 65, Set Default Lead Times

 

This option allows users to set the default for inventory and assembly lead times. Only check the “Lead Times are allowed to be ‘0’ Check Box if you intend to manually enter the lead times for every part number.

 

15.1.66 Option 66, Set new Work Orders as Consumable

 

This option allows users to mark new work orders as Consumable by default.

 

15.1.67 Option 67, Set the Sales Price Lookup Method

 

This option allows users set the sales price lookup method to either Level/QTY or the Category Matrix. For information about both methods, see the Inventory chapter.

 

15.1.68 Option 68, Allow stepping down for BOMs marked as 'P' in the inventory module (versions 7.51 and higher)

 

This option allows users with phantom BOMs to step down through phantom BOMs. (sub-assemblies marked as P in the inventory module) while editing or printing out a costed or uncosted exploded BOM.

 

15.1.69 Option 69, Set the Physical Inventory entry window's button order (versions 7.52 and higher)

 

This option allows you to set the physical inventory data entry button order to Enter-Add-Cancel or Add-Enter-Cancel.

 

15.1.70 Option 70, Add freight cost (incoming) into the cost of sales for a sales order based on a % of standard costs (versions 7.52 and higher)

 

We recommend leaving this option set to 0%. Setting this to say 10%, would increase the cost of sales amount debited and the inventory credited by 10% of the standard cost whenever an O type accounting transaction is entered.

 

15.1.71 Option 71, Show each sub-assembly cost from the Partmast table for the Exploded BOM Report (versions 7.52 and higher)

 

We recommend leaving this option set to No. If you set this option to No, only the component part costs are displayed on an exploded BOM. The assembly is displayed but the cost of the assembly is not displayed. If you set this option to Yes, the assembly costs would also be displayed. If one were to manually add up all the costs displayed on an exploded BOM with this option set to Yes, the total would exceed the correct total displayed on the bottom of the printout.

 

15.1.72 Option 72, Remap (Change) Chart of Account Numbers and Propagate Changes (versions 7.52 and higher)

 

This utility allows users to change one ore more chart of account numbers.  This utility will then propagate the change in every necessary pc/MRP table.  (Historic accounting transactions, account templates, backup chart of accounts, inventory, invoice, sales, purchase orders, receivers, sales quotes and purchase quotes)

 

15.1.73 Option 73, Support Contract Expiration Warning in Days

 


This utility allows users to set the numbers of days ahead you would like to be warned that your pc/MRP Support Contract is due to expire.

 

 


15.1.74 Option 74, Allow/Prevent Editing of Document Numbers (v 7.54A and higher)

 


 

15.1.75 Option 75, Repair Duplicate Document Numbers (versions 7.54D and higher)

 

This utility allows users to renumber records with duplicate document numbers.  This utility supports the following tables: transact, stockrtra, emptimesh, and inspect.

 

15.1.76 Option 76, Pre-seed Physical Inventory with Current Inventory Quantities (versions 7.54F and higher)

 

This utility allows users to load current inventory quantities into the physical inventory team count fields.  The pre-seed selection will only function if all team counts in all inventory areas are zero.  If all team counts are zero and this option is set to yes, when a user selects to enter a team count quantity for the first time in areas 1-11, the pre-seed option will be activated.

 

15.1.77 Option 77, Purge Unneeded Revision Update Folders from Disk

 

This utility allows users to remove temporary folders and files that were created during the automatic revision updates.  All folders and files are removed except for the most recent folder and associated files.


15.1.78 Option 78, Select the Source for the Division field in Purchase and Sales Orders

 

This utility allows users to set the source for the division field for purchase orders and sales orders.  In both cases uses can select to have the division field populated from the representative inventory item or address entry. 

 

15.1.79 Option 79, Get Labor from the Employee Time Sheets when Receiving back completed assemblies from the Stockroom.

 

This utility allows users to enter labor hours or populated labor hours from the Employee Time Tracking module, obtain the average labor cost from option 6, or derived from the employee’s pay rate when performing R type stockroom transactions.

 

15.1.80 Option 80, Logbook Options.

 

This option sets the file format that will be used when creating logbook files from various pc/MRP modules. The available file format options are:  “Generic Text Document (.txt)”  or “Microsoft Word Document (.doc)”. The default is “Generic Text Document (.txt)”.

 

This option also has a setting to automatically pre-insert header information about the current record into the logbook when it is created.

 

Note: Logbooks cannot be created in “View” mode.

 

15.1.81 Option 81, Salesman & Commission source for Sales Orders and Quotes.

 

This option allows you to choose where the Salesman’s name and commission come from; the Address Book Module or the Inventory Module for the first line item.

 

You may also choose to carry the first line item’s information forward for the next line items or not.

 

15.1.82 Option 82, Mark SO/WO with an Issue Subs Only as Require Dedicated Work Orders.

 

Should newly created Sales\Work Orders be flagged as Require Dedicated Work Orders by default if the selected assembly is flagged as Issue Subs Only in inventory?   Select Yes or No.

 

15.1.83 Option 83, Add, Edit or Delete Terms and Conditions for Purchase Orders.

 

This option allows the user to add, edit or delete Terns and Conditions for Purchase Orders.   Terms that are checked as default terms are included in all new purchase orders.   When a user is creating a purchase order he can press the Options Button to select Terms and Conditions other than the default Terms and Conditions.

 

15.1.84 Option 84, Dedicated work orders can be issued for multiple level.

 

This option allows users to issue sub-assemblies and or parts in that sub-assembly to a sales order that requires dedicated work orders.   Under normal circumstances the default setting is No, as  pc/MRP is expecting to issue completed sub-assemblies that were completed from the dedicated work orders.

 
15.1.85 Option 85, Set ISO 9000 Vendor Performance Days allowed for On Time Delivery.

 

This option allows the user to change the allowable days early and allowable days late for a vendor delivery to be marked as on-time.   The default settings are 99 days early and 0 days late. Changing these settings will not re-calculate the on-time delivery state of prior purchase order line items already received.

 

15.1.86 Option 86, Set DBF File Output Format

 

If a user has selected to output a report in DBF Format, this option allows the user to set the default format to either dBase III or Visual FoxPro Format.

 

 

15.1.87 Option 87, Close Invoices (AR) and Receivers (AP).

 

This utility is for companies that have been using pc/MRP but have not been using pc/MRP’s Accounting Module and would like to start using the accounting module.   This option allows users to easily mark invoices and receivers as complete (a Y in the Complete Field) or posted (a Y in the Posted Field).  A “Y” in the posted field signifies the invoice or receiver has been posted (AR or AP was increased).    A “Y” in the Complete Field signifies  the invoice  or receiver has been paid.     This utility allows users to easily mark multiple invoices and receivers as posted and complete.     Continue to mark receivers and invoices as paid until the AR and AP are correct.  

15.1.100 Inventory Module(Part Item Information):

4.    Inventory adjustment methods (A is recommended)

20.  Cycle Count Options  (Full or Differential)

28.  Define part number size  (1-15 Characters)

29.  Define product code size (Part Number Prefix 1-6 Characters)

32. Check inventory for invalid vendors 

34.  Change names of alternate storage areas in inventory

47.  Set the inventory defaults  (Allow SalePrice Markups and Cost Rollups)

48.  Set the part number suffix size and default content (0-4 Characters)

49.  Set the part number incrementation method

50.  Set the average cost calculation to include area(s)

56.  Match a customer part list to the pc/MRP inventory list

58.  Modify the part description templates

59.  Set the Cost Roll-up defaults  (Average, Standard, LastPO)

60.  Set the Labor Overhead Mark-up percentage

62.  Allow editing of sections of the inventory screen (Costs, Quantities, Etc.)

64.  Set the default inventory Class type  (Cycle Count A,B,C)

65.  Set the default lead times (in Days)  (Allow 0 days)

67.  Set the Sale Price Lookup method  (Sales Level Quantity is recommended)

69.  Set the Physical Inventory entry window’s button order (Enter Add Cancel)

74.  Prevent document/part number from being edited (Invoice, Purchase Order, Etc.)

76.  Automatically pre-seed the Physical Inventory counts with the current Inventory value.

78.  Select the source for the division field on Purchase & Sales Orders  (Address or Inventory)

81.  Salesman & Commission source settings for Sales Orders  (Address or Inventory)

15.1.101 BOM Module:

51.  Allow a BOM part or item number to be included multiple times

54.  Update the alternate part numbers on all BOMs  (From Inventory file)

59.  Set the Cost Roll-up defaults  (Average, Standard, LastPO)

61.  Allow costed BOM reports to update the assembly cost in inventory

68.  Allow stepping down for BOMs Marked as ‘P’ in the inventory module

71.  Show each sub-assy cost from the partmast table for the Exploded BOM Report

15.1.102 Stockroom Module:

6.   Change average hourly labor rate  (used in Job Cost Reports & BOM Costs)

45. Set the stockroom defaults  (Cost to use: Avg/Std; Issued Qty when short)

52. Edit the content of various list boxes (Stock adjusting reason list)

74. Prevent document/part number from being edited

75. Repair Duplicate document numbers

88. Allow issuing materials for on hold sales/work orders in the Stockroom module

15.1.103 Purchase Order Module

7.    Sales tax rate(%) and settings

22.  Enter boiler plate notes for forms

25.  Data to be inserted into the PO’s “Placed By” field

42. PO cost based on ….(Get PO cost from vendor price list, last PO cost, average cost)

52.  Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

63.  Set document item limits for Sales and Purchasing

74.  Prevent document/part number from being edited

78.  Select the source for the division field on Purchase & Sales Orders

83.  Add, Edit, or Delete the Terms & Conditions for Purchase Orders

85.  Set ISO 9000 Vendor Performance Days Allowed for On Time Delivery

15.1.104 Receiver Module:

16.  Enable dynamic location in receiver

22.  Enter boiler plate notes for forms

38.  Include AP voucher information on receiver reports

44.  Set the default receiving area

46.  Allow the Auto Receive option

50.  Set the average cost calculation to include area(s)

52.  Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

74.  Prevent document/part number from being edited

87.  Close invoices (AR) and receivers (AP)

15.1.105 Sales /Work Order/Invoice Modules:

7.    Sales tax rate(%) and settings

17.  Cost of sale data source.

22.  Enter boiler plate notes for forms

35.  Type of cost imported into the Cost of Sale

52.  Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

53.  Sales Warnings  (Credit Limit, Save & Hold, Password setup)

55.  Put Serial Numbers into the invoice comment field

57.  Allow shipper generation based on sales orders

63.  Set document item limits for Sales and Purchasing

66.  Set the new Work Order as Consumable

67.  Set the Sale Price Lookup method

70.  Add freight cost (incoming) into the cost of sales for a sales order based on a % of standard costs

74.  Prevent document/part number from being edited

78.  Select the source for the division field on Purchase & Sales Orders

81.  Salesman & Commission source settings for Sales Orders

82.  Mark SO/WOs with an ISSUE SUBS ONLY assembly as REQUIRE DEDICATED WORK ORDERS.

84.  Dedicated work orders can be issued for multiple level

87.  Close invoices (AR) and receivers(AP)

88.  Allow issuing materials for on hold sales/work orders in the Stockroom module

15.1.106 Shipment Module:

52.  Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

89.  Shipment module settings.

15.1.107 Address Book Modules(Customer and Vendor Information):

37.  Credit Card digit validation & formatting

52.  Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

78.  Select the source for the division field on Purchase & Sales Orders

81.  Salesman & Commission source settings for Sales Orders

15.1.108 Accounting Module:

3.   Allow goods and services taxes for “P” and “I” accounting transactions

5.   Change starting month of fiscal year and period end dates

8.   Auto Accounting-or-Make accounting separate (Manual)

9.   Modify chart of account template – Add division/department to chart of accounts

10.  Accounting inventory method

11.  Multi-division chart of account templates

12.  Multi-division keys on

13.  Allow checks to be reprinted

14.  Accounting transactions settings  (Allow editing of transactions and Lockout Date)

15.  Pre-printed check numbers

17.  Cost of sale data source.

32.  Check inventory for invalid vendors

35.  Type of cost imported into the Cost of Sale

59.  Set the Cost Roll-up defaults  (Average, Standard, LastPO)

60.  Set the Labor Overhead Mark-up percentage

72.  Remap (change) Chart of Account numbers and propagate the changes

74.  Prevent document/part number from being edited

75.  Repair Duplicate document numbers

81.  Salesman & Commission source settings for Sales Orders

15.1.109 QuickBooks Related Settings:

10.  Accounting inventory method

17.  Cost of sale data source.

28.  Define part number size  (1-15 Characters)

35.  Type of cost imported into the Cost of Sale

50.  Set the average cost calculation to include area(s)

60.  Set the Labor Overhead Mark-up percentage

70.  Add freight cost (incoming) into the cost of sales for a sales order based on a % of standard costs

15.1.110 Company Information Settings:

1.   Change company address information  (Name, Address, phone, etc.)

2.   Print or Suppress address information on forms  (Sales, Invoice, Shipper, etc.)


15.1.111 Global Settings:

18. American or European date format

19. PDF and HTML file generation  (Enabled & printer driver or Code based)

30. Message Timeout in seconds  (Display time for Update messages)

31. Change Password  (pc/MRP login password if not using the Advanced Password Module)

33. Set the eMail default subjects and messages

52. Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

73. Support Contract Expiration Warning in Days  (-2 to 99 )

80. Set the Logbook Options  (Select MS Word or MS Notepad)

86.  Set DBF file output format  (DB-III or VFP or Ask User)

 

15.1.112 Custom Report & Label:                     

24.  Report Writer(Modify Report/Label/Form)  (Customer Custom Modifications)

39.  Print\Display the file structure for a selected DBF table  (Shows name & description)

 

15.1.113 Utilities:

9.   Modify chart of account template – Add division/department to chart of accounts

21.  Reformat a form for HTML compatibility

22.  Enter boiler plate notes for forms

23. Create ASCII text files  (Select the Database file to convert)

24. Report Writer(Modify Report/Label/Form)  (Customer Custom Modifications)

26.  Launch a plug-in utility process  (Standalone processes purchased by customer)

27.  Re-index all index files and check for corruption  (Lockout all other users)

32.  Check inventory for invalid vendors

33.  Set the eMail default subjects and messages

39.  Print\Display the file structure for a selected DBF table  (Field Names & Descriptions)

40.  Import data into pc/MRP  (Various import formats; DB-III preferred)

41.  Check data tables for numeric field overflows

43.  Repair an invalid MEMO file

52. Edit the content of various list boxes  (User definable  pc/MRP dropdown lists)

54.  Update the alternate part numbers on all BOMs  (From Inventory file)

56.  Match a customer part list to the pc/MRP inventory list

58.  Modify the part description templates

72.  Remap (change) Chart of Account numbers and propagate the changes

75.  Repair Duplicate document numbers

77.  Purge unneeded Revision Update folders from disk.

83.  Add, Edit, or Delete the Terms & Conditions for Purchase Orders

87.  Close invoices (AR) and receivers(AP)