Infor SyteLine Inventory Control, Material Planning, and Manufacturing User Guide

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Managing Inventory
About Non-Inventory Items
Adding an HTS Code
Managing Non-Inventory Items
Inventory Control Overview
Inventory Control Steps
About Warehouses
Using an External Warehouse Application
About Item Stockroom Locations
Creating a New Item
Maintaining Multi-Site Items from a Master Site
Adding a Multi-Site (Global) Item (No Master Site)
Copying a Multi-Site Item Bill of Materials
Creating an Item/Warehouse Record
Creating Item Stockroom Locations When Entering Transactions
Stockroom Activities
Using a Document Number in Material Transactions
Using the Floor Stock Replenishment Report
Containers Overview
Defining a Kit
Processing a Request for a Kit
About Obsolete and Slow-Moving Inventory
Dimensional Inventory Overview
Units of Measure
About Unit of Measure
Creating Units of Measure
Creating Unit of Measure Conversion Records
Mapping ISO U/Ms to Existing U/Ms
Setting Up Serial Numbers
Setting Up Serial Number Processing
Assigning New Serial Numbers
Preassigning Serial Numbers
Preassigning Serial Numbers for a Purchase Order
Preassigning Serial Numbers for a Transfer Order
Preassigning Serial Numbers for a Job
Preassigning Serial Numbers for a Co-job
About "Intelligent" Lot and Serial Numbers
Defining an Intelligent Serial Number Prefix
Selecting Existing Serial Numbers
Examples of "Intelligent" Serial Number Prefixes
Handling PO Returns for Serial Tracked Items
Tracking Serialized Materials
Using the Serial Numbers Form to Track Serialized Materials
Using the Item Serial Numbers Report to Track Serialized Materials
Setting Up Lots
Creating Lot Tracked Inventory Items
Preassigning Lot Numbers
Preassigning Lots for a Purchase Order
Preassigning Lots for a Transfer Order
Preassigning Lots for a Job
Preassigning Lots for a Co-job
Tracking Lot-Controlled Materials
Using the Lots Form to Track Lots
Using the Lot Traceability Report to Track Lots
Lot Traceability Report flowchart
Defining an Intelligent Lot Prefix
Splitting Job Lots with Predefined Lots or Serials
About Revision Numbers on Lots
Lot Expiration Examples
Copying Items
Copying Items to Other Sites
Managing Obsolete and Slow-Moving Inventory
Product Codes Overview
About Tax Free Imported Materials
Using Tax Free Imported Materials
Using the Engineering Board
Engineering Board Card Content
Previewing Item Price Changes
Item Category Workbench Overview
Creating the Item Category Hierarchy for Customer Portal
Removing Categories or Items from the Hierarchy for Customer Portal
About Portal Catalogs
Setting Up Portal Catalogs
Activating Portal Catalogs
Rebuilding Portal Catalogs
Copying a Portal Catalog
Removing a Portal Catalog
Differences Between Cycle Counts and Physical Inventories
About Cycle Counts
Doing a Cycle Count
About Posting Cycle Count Quantities
About Physical Inventories
Performing a Physical Inventory
Freezing/Unfreezing Inventory
Example: End Tag Number
Posting Physical Inventory Quantities
Calculations for Rebalancing Item Quantity Allocated to Production and WIP
ABC Analysis Ordering Criteria Calculations
Item Price Requests
About Item Price Requests
Entering Item Price Requests
Copying Item Price Responses to a PO
Copying Item Price Responses to a PO Requisition
Managing Compliance
About Item Compliance Programs
Managing Item Compliance
About Export Compliance
Costing Items
Costing Overview
Setting Up Costing
Costing Setup
Average Costing Setup
LIFO and FIFO Costing Setup
Specific Costing Setup
Standard Costing Setup
Using the Item Costs Form
Using the Item Warehouse Costs Form
Posting Costs
About Posting - Summary
About Posting - Average Cost Method
About Posting - LIFO and FIFO Cost Methods
About Posting - Standard Cost Method
About Costing Types
About Standard Costing
About the Average Costing Method
About the FIFO Costing Method
About the LIFO Costing Method
About Purchase Overhead Costs
About the Specific Costing Method
About Changing an Item's Cost Method - Actual
About Changing an Item's Cost Method - Standard
About Repetitive Costing
About Unit Costs
About Updating Costs
Co-Product and By-Product Costing
Using Manual LIFO/FIFO Adjustment Utility to Change Item Cost Records
Setting Up Purchase Overhead Costs
Costing Examples
Examples: Average Costing
Example: Co-Product and By-Product Costing
How LIFO/FIFO Stacks Function When Using Item/Warehouse Costing
Entity 1 Site A to Entity 2 Site C:Cost and Profit Markup
Entity 1 Site A to Entity 3 Site D:Profit and Freight Cost Markup (Different Currency)
Entity 2 Site C to Entity 1 Site A:Profit and Freight Cost Markup
Entity to Entity:Different Cost
Entity to Entity:Different Cost:FOB Equals To Site
Entity to Entity:Price Greater Than Cost
Entity to Entity:Price Greater Than Cost:FOB Equals To Site
Entity to Entity:Same Cost
Entity to Entity:Same Cost:FOB Equals To Site
Site A Actual Cost to Site B Standard Cost:Freight:Cost Markup
Site A Standard Cost to Site B Actual Cost:Freight:Cost Markup
Site A Standard Cost to Site B Standard Cost:Freight:Cost Markup
Site to Site:Different Cost
Site to Site:Different Cost:FOB Equals To Site
Site to Site:Same Cost
Site to Site:Same Cost:FOB Equals To Site
Example: Landed Cost Actual Costing
Example: Landed Cost Standard Costing
Costing Analysis
Costing Analysis Overview
Creating Costing Alternatives
Rolling Up Costs for Costing Analysis
Comparing Costs for Costing Analysis
Defining Lead Time
Defining Lead Time for APS Planning
Defining Lead Time for MRP Planning
About the Lead Time Processor Algorithm
Using Lead Time Shifts
Working with ECNs
Engineering Change Notice Steps
Creating an Engineering Change Notice Header
Creating an Engineering Change Notice Line Item
Approving an ECN
Approving an ECN at the Item Level
Approving an ECN at the Header Level
Posting an Engineering Change Notice
Changing or Creating an Item Revision
Using MRP and APS
APS Overview
APS Steps
APS: Initial Setup Steps
APS: Periodic Maintenance Tasks
APS: Routine Procedures
MRP Overview
MRP Steps
MRP: Initial Setup Steps
MRP: Periodic Maintenance Tasks
MRP: Routine Procedures
Forecasting Overview
About Exception Messages
Comparing Planning Modes
Interpreting the Exceptions Report
Using Lot Sizes with MRP and APS
About Phantom Items in MRP and APS
Example: Adjusting the Production BOM for Phantom Inventory Usage
MRP Planning
Differences in MRP from PROGRESS to SQL Versions
Switching from APS Mode to MRP Mode
Running MRP Planning
Troubleshooting MRP
MRP Processing of Plan Materials at Operation Start
APS Planning
About Global Planning
About ATP/CTP Input Dates
About Blocked Demands
About Incremental Planning and ATP/CTP
About Job Dates
About Pull Planning
About Push Planning
About Specific APS Options
About the Demand Detail Chart/APS Plan Detail Chart
About the Planning Process
About What-If Planning and Scheduling
Analyzing APS Output
APS Operation Splitting
APS Order Batching
APS Planning by Charge
APS Processing of Plan Materials at Operation Start
Creating APS Alternatives
Creating the Opercalc DLL for the Custom Operation Calculation Routine
Displaying Demand Records
Examples: Resource Planning
Filtering APS Messages
How APS Interprets Job Status
How APS Replenishes Safety Stock
Managing Specific APS Options
Overlapping Operation Processing APS
Planning a Job's Operations
Preserving Inventory and Supplies for Short-term Demands
Refreshing the APS Plan to Reflect Changes
Running APS Planning
Safety Stock Setup
Sending APS Files to Support
Troubleshooting APS
Using APS to Backward Schedule
Using Alternate Materials in a Bill of Material
Example: Setting Up a Bill of Material with Alternate Materials
Using the Batch Definition Tree
Using Supply Usage Tolerance
Writing a Custom Operation Calculation
Using Master Production Schedules
Using a Master Production Schedule
Creating MPS Receipts Manually
Firming MPS Orders
Running the MPS Processor
Using the Material Planner Workbench
Material Planner Workbench Overview
Generating Data for the Material Planner Workbench
About Replenishment Orders
Creating Source Rules for Planned Orders
Cross-Referencing a Range of Line Items
Working with Planned Orders
Controlling Planned Order Creation
Consolidating Planned Orders
Firming Planned Orders
Firming Planned Orders into Job Orders
Firming a Planned Order into a Production Schedule
Firming Planned Orders into a Purchase Order
Firming Planned Orders into a Purchase Requisition
Firming Planned Orders into Transfer Orders
Firming Planned Orders Through the Material Planner Workbench
Working with Intra-Site Transfers
About Intra-Site Transfers
Intra-Site Transfer Setup, Planning, and Review
Firming Planned Intra-Site Transfer Orders
Working with Transfer Orders
Transfer Orders Overview
Transfer Orders Steps
About Currency Conversions for Transfer Orders
About Push/Pull Transactions
About Transfer Order Costing
Example: Warehouse To Warehouse, Different Cost
Example: Warehouse To Warehouse, Same Cost
Creating a Transfer Order Header
Creating Transfer Order Line Items
Receiving a Transfer Order
Manually Receiving a Transfer Order
Using the Transfer Order Receiving List
Setting Up Planned Transfer Order Replication
Shipping a Transfer Order
Manually Shipping a Transfer Order
Using the Transfer Order Ship Pick List
Using the Combined Transfer Order Ship/Receive
Calculating Unit Price for Inter-Entity Transfer Orders
Creating Transfer Order Lines Change Logs
Using the Delete Transfer Order Line Item Log Entries Utility
Using Multi-Site Transfer Orders
Multi-Site Transfer Orders Information
About Multi-Site Transfer Order Costing
About Multi-Site Transfer Order Lot Tracking
Example: Multi-Site Transfer Order Lot Tracking at From Site Only
Example: Multi-Site Transfer Order Lot Tracking at To Site Only
Example: Multi-Site Transfer Order Lot Tracking at Both Sites
About Multi-Site Transfer Order Receiving
About Multi-Site Transfer Order Serial Number Tracking
About Multi-Warehouse Transfer Order Loss
Features and Options Configurator
Creating and Entering a Planning Item
Designing a Planning Item Layout
Example: Qualifier Masks
Example: Qualifier Strings
Defining Routings and Bills of Material
BOM Bulk Import Forms Overview
Using the BOM Bulk Import Utility
Using the BOM Import Builder
Creating Routings and Bills of Material
Adding Routing/BOM Information with Engineering Workbench
Adding Routing/BOM Information Manually
Copying Routings/BOMs
Copying Routings/BOMs with the Copy Routing/BOM or Engineering Workbench
Copying Routings/BOMs with the Job Orders or Estimate Job Orders Forms
Copying Alternate Materials
How Alternate Materials Are Copied
Exporting a Bill of Material Structure to an XML Document
Making manual changes to BOMs controlled by external applications
Setting Up Work Shifts
Defining the Work Week
Defining Shift Exceptions
Shift Exception Examples
Handling Shift Overrun
How "Must Complete" and "Allow Overrun" Affect Resource Allocation Decisions
About Plants
Creating Plants
Changing the Default Plant and Warehouse
Defining Resources
Resources Overview
Handling Resource Reallocation During Interruptions
Entering Indirect Labor Codes
Deleting Indirect Labor Codes
Optimizing Resource Selection in the Scheduler
About Infinite Resource Capacity
Viewing Resource Utilization Records
About Resource Groups
Viewing Resource Group Utilization Records
Defining Work Centers
Work Centers Overview
Creating a Department
Setting Up Multiple Locations/Common Work Center
Using Jobs
Job Steps
Creating Jobs
Creating an Estimate Job
Creating a Job Order
Creating a Job Order Manually
Copying a Job Order
Creating Sub-Jobs
Creating a Sub-Job through Cross-Referencing
Cross-referencing a Job Material to a Job
Cross-Referencing a Job Material to a PO Requisition
Cross-Referencing a Job Material to a Purchase Order
Cross-referencing a Job Material to a Transfer Order
About Job Dates
Creating a Rework Order
Releasing and Scheduling the Job
Releasing a Job
Scheduling a Job Order
Issuing Materials to the Job
Issuing Materials to a Job Order
Moving Purchased Items from a PO into a Job Operation
Filtering Job Materials Records
Sending Job Materials Outside for Processing
About Outside Process Management
Setting Up and Using Outside Process Management (OPM)
Setting Initial Parameters for Outside Process Management (OPM)
Outside Process Management: Single Line Example
Outside Process Management: Multiple Line Example
Processing the Job on the Shop Floor
Creating a Job Pick List
Entering Job Transactions
About Posted Job Transaction Calculations
Printing the Job Packet
Using Co-products and By-products
About Co-Products and By-Products
Co-Product Mix Distribution Formula
About Co-Product Mix Validation
Changing the Cost Distribution for a Co-Product Mix
Creating a Co-Product Job Order
Creating an Estimate Co-product Job
Creating or Changing a Co-Product Mix
Generating the Job Routing for Co-Product Jobs
Selecting a Preferred Co-Product Mix for an Item
About Job Costs
About Job WIP Costs
Recovering WIP Costs for a Job Closed Accidentally
About Planned Costs on a Job
How Scrap Affects Job Cost
Using Production Schedules
Production Schedules Overview
Production Schedule Steps
Creating the Production Schedule
Creating a Production Schedule Header
Copying from Another Production Schedule
Adding Items and Releases
Entering Production Schedule Items
Entering Production Schedule Releases
Adding a Production Schedule Release Manually
Mass-generating Production Schedule Releases
Processing the Production Schedule on the Shop Floor
Creating Production Schedule Transactions
About Production Schedule Posted Transactions
Updating the Production Schedule Status
Using Just-in-Time Production
Creating JIT Transactions
Scheduling Shop Floor Activity
Scheduling Overview
Scheduling Steps
How Event-based Scheduling Works
Using Scheduler Rules
Scheduler Batching
Scheduling Operations
About Operation Setup
About Operation Run Time - Planning and Scheduling
Operation Setup Time Overview
Example: Setup Time
Creating a Setup Matrix
Setup Matrix: Item Basis Example
Setup Matrix: Setup Group Basis Example
Setup Matrix: Resource Group Basis Example
About Operation Overlapping and Splitting
Defining Overlapping Operations
Overlapping Operation Processing - Scheduler
Example: Overlapping Operations
Splitting a Job Across Resources
Defining Offset Hours
Creating Outside Operations
Calculating Duration for Outside Operations
Resequencing Scheduled Jobs and Operations
About Global Priority Settings: Due Date vs. Critical Ratio
Analyzing Scheduling Output
Analyzing Scheduler Output
Using the Resource Gantt Chart on a Windows Client
Analyzing and Adjusting Resource Gantt Chart Data (Windows Client)
Using the Resource Gantt Chart on a Web Client
Analyzing and Adjusting Resource Gantt Chart Data (Web Client)
Manually Adjusting the Resource Gantt Chart
Customizing Scheduling Rules
Writing a Custom Scheduler Rule
Scheduler User-Callable Function Names
Writing Custom Job Release Rules
Writing Custom Resource Allocation Rules
Compiling and Linking Custom Scheduler Rules
Writing Custom Batch Override Rules
Writing Custom Batch Release Rules
Writing Custom Batch Separation Rules
Writing Custom Setup Rules
Writing Custom Sequence Rules
Writing Custom Selection Rules
Recording Status of Shop Floor Activity
About Shop Floor Transactions
About Backflushing
Example: Backflushing
About Backflushing and Control Points
About Backflushing Labor and Machine Hours
Examples: Backflushing and Control Points
About Backflushing Materials
About End of Period Costing
Example 1: Actual Materials, Labor and Machine Hours - Costing
Example 2: Scrap Transactions - Costing
Example 3: Earned Materials Labor and Machine Hours - Costing
Example 4: Accounting (Labor Usage for WC)
About Reports For Backflushing
Reversing a Job Transaction
Rate Shopping
Infor Rate Shopping - TM Overview
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