Customer Global Changes

Reference Contents > Global Changes > Customer Global Changes

Introduction

This window enables you to mass-change values in a range of Customer records, all in a single operation. Use the Changes To Be Made tab pane to select which fields of data you want changed and set the values you want them changed to. You can set up a selection range of customers, use the results of a keyword search or use the Customer Scratchpad to select the Customer records that the change(s) will be applied to.

Functions

The window has 2 tab panes.

Customer Selection 
Changes To Be Made 

Customer Selection

Select a range of customers that the global change will apply to.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

See Customer Selection for selection assistance.

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Changes To Be Made

Enter the changes you wish to make. The checkboxes on the left must be checked for the values to be changed in the data file.

Functions

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Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:40:00.00. Class wCusGlobal last modified 16 Jul 2016 05:31:52.

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Purchase Part Global Changes

Reference Contents > Global Changes > Purchase Part Global Changes

This is a very powerful process that can completely change the business characteristic of the data and must be used with care.

Purchase part performance global update provides for an automatic method of re-calculating purchase part performance indicators. This procedure can be applied to any range of parts.

You have three options for the selection of part records that changes will be applied to:

• You can use the selection ranges to directly select parts that match the criteria you enter. Those parts will then be subject to the update, if there are purchase part records for them.
• You can use the selection ranges to select parts that match the criteria you enter and present them as a list for you to individually select those parts you wish to apply a purchase part change to.
• You can transfer the contents of the ScratchPad and individually select those parts you wish to apply the purchase part change to.

The user has two options represented by the two checkbox items in the Performance Options pane:

Recalculate performance indicators

Recalculate performance indicators will use recorded purchase history to calculate the four performance indicators. Purchase part items that have no history are unaffected by this processing.

The File — System Manager — System Preferences settings are shown at the bottom of the window and will be applied to the process. If the preference flags are NOT set to calculate the variable on the last delivery, the average of all history will be used. The algorithms applied are as follows:

Resetting Part Primary Supplier

Resetting the part Primary Supplier calculates the best performer for a part using the factored indicators set in the “System Manager” “Company Details” section.

Factors are used to load the four Purchase parts performance indicators to produce the overall performance of the supplier for a part. The four factors add up to 100. If all four are given the value 25, then each indicator will be equally weighted. If one is given 100 and the others 0, the overall rating for the supplier will be solely based on that indicator.

The part’s Primary Supplier will be set to the supplier with the highest overall rating. If there are more than one with the same highest rating, the first alphanumeric supplier code will be granted primary supplier status.

WARNING: Note that if recalculating performance indicators is processed at the same time, only suppliers with history will be considered. If independently run, all supplier part entries will be used in the selection.

The window has 2 tab panes.

Part Selection 
Performance Options 

Part Selection

Select a range of parts that the global change will apply to.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

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Performance Options

To choose the performance indicator and preferred supplier options.

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Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:42:00.00. Class wPptGlobal last modified 16 Jul 2016 05:33:04.

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Parts Global Changes

Reference Contents > Global Changes > Parts Global Changes

WARNING: This is a very powerful process that can completely change the business characteristic of the data and must be used with great care.

You have three options for the selection of part records that changes will be applied to:

• You can use the selection ranges to directly select parts that match the criteria you enter. Those parts will then be subject to the changes you have applied.
• You can transfer selected lines in the Parts ScratchPad and it is these that the changes are applied to. You can also drag and drop the lines onto the Global Change button.

Changes can be made to any of the fields listed in the lower section of the Global Changes window. Some restrictions may apply to some fields. Checkboxes beside each field must be checked if the changes are to be made to that field.

To effect changes:

1. Enter the new value for the field or fields you wish to change.
2. Check the checkboxes beside only those fields you want changed.
3. Enter one or more selection ranges, which are additive, for the parts you wish to apply the change to.
4. Click on the Global Change button and answer the confirmation messages, OR
5. Open the Parts ScratchPad and populate it, select the required part lines, select the Transfer menu function or drag and drop lines onto the Global Changes button.

The window has 2 tab panes.

Part Selection 
Changes To Be Made 

Part Selection

Select a range of parts that the global change will apply to.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

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Changes To Be Made

Enter the changes you wish to make. The checkboxes must be set for the values to be changed in the data file.

If you set Quantity price rather than discount ON, enter a discount rate in the Discount/price for quantity N fields. During Global Change the current part base price will be loaded in the part price field after applying the discount rate you have entered.

WARNING: Part type can not be changed to or from a ‘P’ or an ‘O’.

NOTE: If you set Batch Tracking on for an existing part with a positive physical quantity any existing stock locations without batch identifiers, will be automatically assigned batch identifiers. And, after this, if there is positive float stock, a location will be created for this with it’s own batch identifiers. Where these actions take place a comment is added to the stock location records.

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Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:42:00.00. Class wPtmGlobal last modified 15 Apr 2017 09:55:53.

Reference Contents > Global Changes > Parts Global Changes

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Parts Global Lead Time Auto-Calculate

Reference Contents > Global Changes > Parts Global Lead Time Auto-Calculate

WARNING: This is a very powerful process that can completely change the business characteristic of the data and must be used with great care.

You have three options for the selection of part records that changes will be applied to:

• You can use the selection ranges to directly select parts that match the criteria you enter. Those parts will then be subject to the changes you have applied.
• You can transfer selected lines in the Parts ScratchPad and it is these that the changes are applied to. You can also drag and drop the lines onto the Global Change button.

To effect a lead time change:

1. Choose the basis for the lead time calculation from the options provided in the lower half of the window. These option are in two groups: Those that apply to manufactured items (i.e. those that are type ‘M’, have Process Routes and/or works history records), or those that apply to purchased parts (i.e. have purchase history records). If options are chosen from both groups and a part has a process route and/or works history AND purchase history, the purchase history calculations will take precedence.

If a part has no data relevant to the options selected no change will be made to the parts lead time.

For manufactured items, you can select either to set lead time by the process route times (calculated to account for work centre available hours) or to calculate lead time based on work history records based on either the maximum, average or last encountered history record for the part.

NOTE: When work orders are completed in more than one batch, only the last stores receipt is considered.

With either option, you may apply an additional number of days by entering a value in the field provided.

For purchased items you can only calculate lead time based on purchase history records based on either the maximum, average or last encountered history record for the part. You may apply an additional number of days by entering a value in the field provided.

NOTE: When purchase orders are received in more than one batch, only the last stores receipt is considered.

2. Enter one or more selection ranges, which are additive, for the parts you wish to apply the change to.

3. Click on the Global Change button and answer the confirmation messages, OR

4. Open the Parts ScratchPad and populate it, select the required part lines, select the Transfer menu function or drag and drop lines onto the Global Changes button.

The Print Analysis button enables you to gain a full comparative review of part lead times as assessed from Process Route times, purchase and works history records. No calculation options apply for this analysis and no part lead times are changed on the file.

The window has 2 tab panes.

Part Selection 
Change Options 

Part Selection

Select a range of parts that the global change will apply to.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

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Change Options

Enables you to set different methods for the system to calculate lead time automatically.

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Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:43:00.00. Class wPtmGloblead last modified 16 Jul 2016 05:38:27.

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Supplier Global Changes

Reference Contents > Global Changes > Supplier Global Changes

This is a very powerful process that can completely change the business characteristic of the data and must be used with care.

When you select “Suppliers…” from the “Global Changes” menu you are presented with a supplier range selection window.

You have two options for the selection of supplier records that changes will be applied to:

• You can use the selection ranges to directly select suppliers that match the criteria you enter. Those suppliers will then be subject to the lead time change.
• You can select lines in the Supplier ScratchPad and use the Transfer function or drag and drop onto the Global Changes button.

The window has 2 tab panes.

Supplier Selection 
Changes To Be Made 

Supplier Selection

Select a range of suppliers that the global change will apply to.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

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Changes To Be Made

Enter the changes you wish to make. The checkboxes must be set for the values to be changed in the data file.

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Global Changes Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

• – Global Changes Menu
• Customer Global Changes
• Parts Global Changes
• Parts Global Lead Time Auto-Calculate
• Product Costing
• Purchase Part Global Changes
• Supplier Global Changes

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– Global Changes Menu

Reference Contents > Global Changes > – Global Changes Menu

Effects mass changes across a range of some master data.

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Product Costing

Reference Contents > Global Changes > Product Costing

After a Product Costing routine is run an Alert Message dialogue box will be presented. A scrollable field is available showing messages generated by the processing. The message text can be printed.

Roll-up assembly current costs

This process will operate on the range of parts selected, and in the reverse order of BoM lowest level number. I.E. starting at the maximum level and completing all zeros last.

If you want a variance report, enter the percent variance which parts will be listed on the report. If you leave it zero, no report is produced.

This function will re-calculate current costs using the following logic:

This process is not true multi-level cost role-up unless all parts are included in the selection, by leaving all selection fields blank.

WARNING: This routine can not be run when the BoM Lowest Level Numbers automatically adjusted control is NOT checked in the File — System Manager — System Preferences. It can only be set by running Re-organise BoM File in the “Advanced” “Re-set Data Files” suite of functions.

Material Costing Method

There are four optional methods of Material Costing (the costing of items purchased from suppliers). The option which will be used is chosen in the “System Manager” “Company Details”.

Receiving overhead cost

There are two default receiving overhead rates set in the “System Manager” “Company Details” function. A Goods (PO) receiving overhead (burden) rate applies to purchase items including outwork assemblies. A Work Order receiving (completion) overhead rate applies to parts costed on the basis that they are manufactured through a WO. If the part has a non-zero individual rate (PTMROVR), then this will apply rather than this default rate. If PTMPOVR is negative, the overhead rate will be zero. In the case of a purchased part, the Receiving Overhead Cost is calculated from the Goods received overhead rate times the prime (material) cost. In the case of a manufactured item, it is calculated from the WO received overhead rate times the “This-level cost” of the assembly (it is not applied to rolled up sub-assembly costs). The receiving overhead is rolled up into the material cost element of any higher assemblies. Thus where there is a recorded Receiving Overhead Cost it only relates to the immediate material and, if any, processing costs. Any lower-level receiving overhead costs will be incorporated with the accumulated material cost element.

Minimum Order quantity

The Minimum Order Quantity is used to calculate the component of Labour and Overhead cost attributable to process route operation Setup Time. If the Minimum Order Quantity is less than, or equal to, 1, the Setup Time cost is applied in full to the part unit cost. Inappropriate Minimum Order Quantities will have stock value implications.

Yield

The Part yield in lost units per batch rather than percent rate system preference varies the units in which the part yield value is seen by the costing system. If this preference is set the yield rate for costing purposes is the Re-order Quantity minus the Yield Loss Units divided by the Re-order Quantity expressed as a percent. This means that the effective yield rate varies with part re-order quantity.

Yield rate is a value in percent to 2 places of decimal that can optionally have an effect on costing and MRP recommended demand. It is the percentage of an ordered quantity that will be, on average, received into stock. The normal rate is 100.00% and with this rate it has no effect on costing or planning.

For a non-normal yield to have an effect on costing the Part yield is used when calculating costs System Preference must be set.

For a purchased part, the cost of the part will be calculated as the actual cost divided by the yield rate. This has the effect of uplifting the cost and can be seen as taking into account losses in the transport, quality inspection or other receiving processes.

For parts with a BoM that are manufactured or outwork assemblies, the yield will similarly uplift the cost in assuming that only the yield rate of finished part will be subsequent useful inventory, even though the full kit quantity and process cost was consumed.

Roll-over current to standard costs

This process simply copies the current cost elements into the standard cost elements.

It is in general used to fix the standard costs to the current costs at a particular point of time, typically year end. Standard costs can then be used as a base value, against which cost performance throughout the year can be judged.

Messages are listed for the following conditions:

• Parts which have a zero total standard cost.
• Parts where there is more than a 5% change in standard cost.

Adjust selling price by %

This process enables you to increase or decrease part Selling Prices by a fixed proportion of that currently existing, rounded to two places of decimal. It also applies to any currency prices. All type ‘N’ (Non-stock) parts are ignored by this process.

Messages are listed for the following conditions:

• Parts that have a zero Selling Price.

Apply sales mark-up or margin to cost

This process makes use of the Mark-up or Gross Margin set for each part and recalculates the Selling Price from its costs. You are offered the option of using Standard Costs or Current Costs.

All type ‘N’ (Non-stock) parts are ignored by this process. You have a “System Manager” “System Preferences” choice of Mark-up or Gross Margin. For Mark-up, the routine makes the Selling Price = Total Cost * (100 + Auto price mark-up) / 100. For Gross Margin, the routine makes the Selling Price = Total Cost * 100 divided by (100 – Gross Margin) where Gross margin is forced to be greater than 99.0%. If there was an existing local currency Selling Price, any currency prices will be adjusted to match the new selling price with the same notional exchange rate as applied before.

Messages are listed for the following conditions:

• Parts that had a zero selling price.
• Parts that have a zero sales mark-up.

The window has 2 tab panes.

Part Selection 
Costing and Pricing Options 

Part Selection

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

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Costing and Pricing Options

Choose from this pane the part costing or pricing option you wish to process.

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Compiled in Program Version 5.10. Help data last modified 10 Feb 2017 00:38:00.00. Class wCost last modified 7 Apr 2018 03:53:15.

Reference Contents > Global Changes > Product Costing

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