activant prophet 21 - epicor
TRANSCRIPT
![Page 1: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/1.jpg)
Activant Prophet 21
Preparing for Production Order Processing
Production Order suite Course 1 of 3
![Page 2: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/2.jpg)
This class is designed for…
Managers/Employees responsible for inventory decisions, who are already familiar with the basic Prophet 21 Order Entry process
![Page 3: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/3.jpg)
Objectives
Setup the Prophet 21 system for Assemblies and KitsUse the Assembly Maintenance windowEnter Assembly/Kit order entry ‘on the fly’
![Page 4: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/4.jpg)
This course will NOT cover…
Secondary ProcessingItem MaintenanceOrder Processing
![Page 5: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/5.jpg)
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
![Page 6: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/6.jpg)
Kit
ToolboxScrewdriverHammerNailsSandpaperRuler
![Page 7: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/7.jpg)
Assembly
BicycleTires Handlebars ChainSeat
![Page 8: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/8.jpg)
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?
![Page 9: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/9.jpg)
System Settings Defaults
These settings determine how
options in Assembly
Maintenance will default.
![Page 10: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/10.jpg)
Creating an Assembly or Kit
Header Item and Components must be created in Item Maintenance BEFORE the assembly item can be created.
![Page 11: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/11.jpg)
Creating an Assembly or Kit
Production Order/Maintenance/Assembly Maintenance
![Page 12: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/12.jpg)
Creating an Assembly or Kit
“Header” Item is entered in the Item ID field.
![Page 13: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/13.jpg)
Pricing Assemblies
How are you going to price the assembly?
![Page 14: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/14.jpg)
Pricing Assemblies
By Components“Header” item price is based on component prices
Cannot be editedComponent prices display on printed forms
Can be edited
![Page 15: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/15.jpg)
Pricing Assemblies
By Assembly Using Components“Header” item displays price based on components
Displays on formsComponent prices do NOT print on forms
![Page 16: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/16.jpg)
Pricing Assemblies
By Assembly Pricing based on “Header” item ONLYForms will NOT display component prices
![Page 17: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/17.jpg)
AppShare
Enter a customer order for three different assemblies
By AssemblyBy Assembly Using CompBy Components
![Page 18: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/18.jpg)
Creating Assemblies
The Default Disposition pertains to components.
![Page 19: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/19.jpg)
Creating Assemblies
![Page 20: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/20.jpg)
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
![Page 21: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/21.jpg)
Creating Assemblies
Determines if the item is a “kit” or an “assembly”.
![Page 22: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/22.jpg)
Creating Assemblies
Check only if the Assembly is to be placed on a customer order with a release schedule.
![Page 23: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/23.jpg)
Assembly for Stock
Assembly items Considered a regular stock item
Components Not viewable in Order Entry
![Page 24: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/24.jpg)
Creating Assemblies
Do you need to make changes to assemblies for certain customers?
![Page 25: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/25.jpg)
Creating Assemblies
![Page 26: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/26.jpg)
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
![Page 27: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/27.jpg)
Creating Assemblies
![Page 28: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/28.jpg)
Creating Assemblies
![Page 29: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/29.jpg)
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?
![Page 30: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/30.jpg)
Creating Assemblies
![Page 31: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/31.jpg)
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
![Page 32: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/32.jpg)
Creating Assemblies
The ‘Allow Disassembly’ option is only available for assemblies.
![Page 33: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/33.jpg)
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
![Page 34: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/34.jpg)
Allow Disassembly
Cost of Disassembly Determines the cost of associated with disassembling this assembly
Prorate Cost By $ Amount QuantityWeight
![Page 35: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/35.jpg)
Components Tab
Enter the quantity needed for each component in the Quantity field.
![Page 36: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/36.jpg)
Copy an Existing Assembly
Retrieve the new item IDRMB and select Copy Existing Assembly and search for the assembly/kit you wish to copy
![Page 37: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/37.jpg)
Copy an Existing Assembly
Adjust settings and components as neededSave
![Page 38: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/38.jpg)
RTS Components
Standard PC mouseRemove the roller ball, and place it into stockReplace it with a special type of roller ball
![Page 39: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/39.jpg)
RTS Components
![Page 40: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/40.jpg)
RTS Components
![Page 41: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/41.jpg)
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”
![Page 42: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/42.jpg)
Labor
![Page 43: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/43.jpg)
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
![Page 44: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/44.jpg)
Applied Overhead
![Page 45: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/45.jpg)
Inquiry
![Page 46: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/46.jpg)
Inquire: Component Lookup
![Page 47: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/47.jpg)
Inquire: Assembly Info
![Page 48: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/48.jpg)
Inquire: Component Info
![Page 49: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/49.jpg)
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
![Page 50: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/50.jpg)
Enter the Header Item.
NOTE: the Item cannot already exist in database!
On the Fly Assemblies/Kits
![Page 51: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/51.jpg)
On the Fly Assemblies/Kits
Choose Add Assembly.
![Page 52: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/52.jpg)
On the Fly Assemblies/Kits
Enter Item Description and Qty Ordered.
![Page 53: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/53.jpg)
On the Fly Assemblies/Kits
Add Components.
![Page 54: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/54.jpg)
On the Fly Assemblies/Kits
Header item will have “P” disposition.
![Page 55: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/55.jpg)
Generic Items for OTF items
![Page 56: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/56.jpg)
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
![Page 57: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/57.jpg)
Assembly Overview
Production Order is createdManuallyAutomatically at Order Entry
Production order is printedItem is assembledProduction order is processed
![Page 58: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/58.jpg)
System Settings
Do you want to enter more than one assembly to a production order?
![Page 59: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/59.jpg)
System Settings
Do you want to automatically add assemblies to existing unprinted
Production Orders?
![Page 60: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/60.jpg)
System Settings
Do you need to source components from locations other
than the make location?
![Page 61: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/61.jpg)
System Settings
Do you want to track component cost on an invoice?
![Page 62: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/62.jpg)
System Settings
Specific costing for assemblies
![Page 63: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/63.jpg)
Use Standard Cost for Assemblies
![Page 64: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/64.jpg)
System Settings
Determine pricing options
![Page 65: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/65.jpg)
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
![Page 66: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/66.jpg)
Costing Assemblies
Components costs are rolled up to come up with the Assembly Cost
![Page 67: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/67.jpg)
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
![Page 68: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/68.jpg)
Summary
Setup the Prophet 21 system for Assemblies and KitsUse the Assembly Maintenance windowEnter Assembly/Kit order entry ‘on the fly’
![Page 69: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/69.jpg)
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: [email protected]
![Page 70: Activant Prophet 21 - Epicor](https://reader031.vdocument.in/reader031/viewer/2022012022/6169c11311a7b741a34afce9/html5/thumbnails/70.jpg)
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