November 11th 2013

Preactor and Sage ERP 1000 - integrated as never before.

Defacto Solutions Limited

sl-ect Limited

YOUR PRESENTERS TODAY

Nigel Tyrrell

Steve Littlewood www.sl-ect.co.uk

www.defactosolutions.co.uk

steve@sl-ect.co.uk

nigel.tyrrell@defactosolutions.co.uk

07791 862 556

07894 450 124

INSPIRING SOLUTIONS FOR ASPIRING BUSINESSES

Defacto Solutions delivering Solutions for 21 years

Let’s quickly re-cap some areas where we can help as well as bespoke

Stock Efficiency via Barcode Input

Warehouse Management using CORE Sage Modules with additions

Wide range of Sage Input Efficiency via .net screens using the Defacto UI.

Consignment Stock Management and Inter Branch Transfer Management inc Barcode Option

INSPIRING SOLUTIONS FOR ASPIRING BUSINESSES

Enhanced Purchase Order Processing

MRP Processing and Functionality Enhancents

Quality Management

Customer Returns

Vendor Returns and Vendor Performance

Stock Archiving

WIP Tracking with Bar Code option

VISIT US ON THE STANDCollect a reference no to qualify for a free Independent System Review and chat through your challenges

3 PIECES OF SOFTWARE

We intend to show how these 3 software modules can work very effectively together:

1. Preactor P400 APS with the data interface from sl-ect Ltd

2. Defacto UI module

3. Defcapture for WIP Start/Stop transactions

Remembering that they can actually be used individually to good effect too!

CLIENT STORY – PART 1

Our customer was implementing Preactor in a manufacturing company in Oxfordshire

Many works order operations are just a person at a bench assembling items

Lots of job run times of less than 1 hour

Therefore they needed real time SFDC to inform management of progress against the plan

And of course to track labour

Traditional hand written time sheets / next day manual updates to Sage would not have worked in this fast moving environment

They chose DefCapture WIP Start / Stop for barcode scanner devices / screens

With an interface to Preactor

www.sl-ect.co.uk

www.sl-ect.co.uk

Demo of P400 against Sage 1000

No quantity entered, all we have done is set the clock running for this operator on this WO/Op

www.sl-ect.co.uk

www.sl-ect.co.uk

Demo of P400 against Sage 1000

CLIENT STORY – PART 2

Complex multi level Bills Of Material (BoM).

Considering “Works Orderless” to make stock movements easier in the factory, Works Orders(WO) were a pain to create.

But this went against their need to give fast and accurate answers to customer enquiries, they realised that they needed WO to do this.

Along with a proper planning / scheduling system.

Quote: “Planning 1 sales order could take 11 hours” !

They were not running MRP, but the Purchasing department was starved of good information for making decisions.

Which is why they went for Preactor

(You will see in the demo that Preactor now does some of the MRP calculations).

BUSINESS SCENARIO’S

Quote Raised by Customer Services – When can we deliver?

Sales Order Received – When can we deliver?

Single or multi line, one or more dates

Single Product Ad-hoc Enquiry – Sales Director out to lunch with Key Client

Single Product Ad-hoc Enquiry – If we order today when can you deliver?

Factory managers want to know what’s happening on the shop floor

Which employees are in, what are they doing?

Are we sticking to the plan?

What efficiency are we getting? Std vs Actual times.

A brief understanding of the concepts behind Preactor

PREACTOR

PREACTOR

?

Our objective is to work out reaistic END DATES for each order.

To do that we need to calculate the START DATES, which are driven by:

Availability of RESOURCES

Supply of MATERIALS from other WO or from PO

PREACTOR

Material Pegging works out the links between each supply and demand element.

PO 000177 line1 arrives later than all other supply items, so this is the “critical path” and determines the Earliest Start Date for WO Y00159

Preactor Interface to / from Sage

Sage

Preactor

DOWNLOAD

Works Orders / MRP Recommendations:• Order No.• Product • Quantity• Due Date

+Exploded process routefor each operation:• Resource Group• Process Time• Setup Time• Other Constraints

For P400 Material Control:• BOM / SO / Stock / PO

UPLOAD

• Start & Finish times for each operation

• Resources selected

Typical Preactor Interface

CUSTOMER ENQUIRY PROCESS - TRADITIONAL

Traditionally Preactor / ERP integrations had a process flow like this:

Customer Requests 500 of X by July 30th

Or multi-line orders / quotations for multiple products or multiple dates added to Sage

Create WO(s) in Sage, manually or via MRP (could be multi-level complex BoMs!)

Import WO to Preactor

Schedule them

Find the end dates

Inform customer services

How long did that take?

We had to manually create all the WO in Sage

OR we had to wait for MRP to run overnight

So we invented the “PRO” system

“PRoduction Orders”

Here’s the difference:

……we START the planning process in Preactor, not in Sage

CUSTOMER ENQUIRY PROCESS – PRO SYSTEM

Customer Requests 500 of X by July 30th etc

Create PRO in Preactor, takes minutes (or seconds!) to look at multi-level complex BoMs

PRO considers Lead Time of Buy items that are short !Doing some MRP here!

Schedule PRO (but note that they only exist in Preactor)

Publish the end dates via auto-email to inform customer services

Manually create WO in Sage

So we were more responsive in getting an answer to the customer.But we still had the laborious task of raising WO back in Sage

CUSTOMER ENQUIRY PROCESS – PRO SYSTEM WITH DEFACTO UI

This bit is the same as the previous slide…

Customer Requests 500 of X by July 30th etc

Create PRO in Preactor, takes minutes to look at multi-level complex BoMs

Considers Lead Time of Buy items that are short (??MRP)

Schedule PRO

Publish the end dates via email to inform customer services

….but now we create the WO as well

Automatically create the PRO as WO in Sage

IN THE DEMO

(Part of) A day in the life of a factory.

From the perspective of:

The planner

An operator

We’ll show:

Fast creation of works orders to aid planning

With scheduling of these WO, calculating the start and end times

Operators signing on to their shift and booking works orders

Collecting time and quantity as we go

PRODUCTS / BOM USED IN THE DEMO

DEMO……….

Demonstration images:

Operator uses DefCapture to sign on to their shift and to start their Works Order (or can resume the order they were on yesterday)

Operator uses DefCapture to sign on to their shift and to start their Works Order (or can resume the order they were on yesterday)

… which starts the clock ticking on the job they signed on to.

In Preactor this is shown in the Active Jobs window:

… and the status shows as “Running”.

The yellow bar shows that 160 out of 200 have been made so far

Here’s how we quickly found a promise date for a new sales order / quotation….

The SO Planning window finds a new quotation with 2 product lines…..

The “Create PRO” button creates production orders for all levels of the BoM, and for both lines on the quote….

Preactor understands the BoM structure and works out when the PRO order can start, based on the supply from other WO or Purchase Orders or Initial Stock (IS-)

In this case the bought item 07LNB99 will not arrive until June 4th, meaning that production starts on the 9th and ends on the 10th

… shown in the main scheduler like this…

And the SO Planning window can be used to summarise the available dates for the quotation……… and to publish it via email

If the customer want the whole order on one delivery then the earliest shipment will be 10/06/2013

Email generated…..

Lastly, because we asked for the PRO to be automatically created as WO in the ERP system we can see new Works Orders in Sage….

… these are lower level WO that were generated to cover shortages of dishes for the final assembly

SUMMARY

Two integration points between Defacto and Sl-ect to enhance the use of Preactor and Sage

DefCapture used to provide real time updates to the plan

Without the need to employ an army of admin staff

Preactor PRO system and the underlying scheduling tools quickly get an accurate answer to customer enquiries

PRO orders are easy to create

Defacto Universal Interface (UI) module used to convert PRO to WO in Sage

Planning a sales order now takes minutes!