FLEXIBLE ACCOUNTS FORMATS
Progression's Account Format allows you to define the G/L
account number to identify main account, sub-accounts or profit
centers, and responsibility centers or departments. Set up financial entities in G/L by combining up to 36 different ranges of
profit centers and departments. This feature enables you to
define specific segments of your business such as sales territories, divisions, and plants for comprehensive financial reporting.
You can then run reports for each individual entity.
Manually post journal entries and generate counter balancing
entries and automatic distributions, or set up entries to be automatically reversed in the next period. Also, you can assign
source codes to your entries, to make cross-referencing easy and
to document each unique journal entry. In addition, you can set
up recurring journal entries with fixed or variable amounts
assigned to those transactions. G/L enables you to set up automatic distribution codes for your system, allowing you to define
where a single transaction should be distributed.
The System Periods File assigns each company a distinct
accounting period. The System Account Files enable you to
define and store basic information on each of your G/L Chart
of Accounts. That information includes multi-company consolidation account, financial statement type, and source and application of funds type. These types are used to generate eleven
pre-defined financial ratios for reporting and graphing, making
it easier to manage your operation.
COMPREHENSIVE BUDGETING AND COMPARATIVES
Progression's G/L also has budgeting capabilities where you
can maintain up to 99 revisions per year for as many years as
you choose. G/L also contains a comparative file. This file
allows you to keep account period balances for an unlimited
number of years to monitor your company's growth and success.
Progression's G/ L not only generates your financial reports,
but also allows you to customize report formats to meet your
company's analytical requirements. G/L provides several powerful financial reports with controls to allow you to dictate the
format. You also have the ability to define and manipulate both
row layouts and column controls.
If your organization manages accounting operations for centralized or decentralized offices, or for one of the subsidiary
companies, G/L will merge those transactions together,
enabling you to produce consolidated financial statements. The
consolidation account number for the parent company may
even be different from the subsidiary company. G/L also gives
you the ability to consolidate on a percentage of ownership and
to only include transactions by subsidiary through a specific
date for each subsidiary.
As throughout the Progression Series, extensive drill down
capability allows you to drill down to an original transaction.
This ability to easily trace transactions enables you to quickly
pinpoint the information necessary to make good decisions
Above and beyond normal A/R activity, you may need to
process multiple receivables on a regular basis. Use the Recurring Sales Processing to generate these transactions.
Users have two options in defining the frequency of recurring
invoices. You can issue them on a specific day of the month
(15th or 30th of each month), or every "so many" days (for
instance, every 14 days, or every 30 days).
This feature, beneficial for any service-oriented company,
allows you to create and generate invoices for pre-defined services. Maintain the Service File to define standard services,
unit of measure, Sales G/L account, and track sales history. If
jobs are assigned during service invoicing, the sale is posted to
the job history system for job cost analysis. A/R Service
Invoicing setup allows the selection and location of 50 fields of
information so you can generate your own customized invoice
EFFICIENT CASH RECEIPT MANAGEMENT
A/R's Cash Receipts Processing application supports multiple
cash accounts and stores customer payment information. An
open invoice worksheet may be printed upon request, showing
open invoices for selected customers before you actually begin
entering cash receipts.
You also have the opportunity to select non-A/R cash when
you receive a payment that does not affect the total of your
Multiple cash accounts are supported in A/R. The program
will automatically prompt you for each new cash receipt transaction keyed to the same account number. Using this feature, you can apply a credit memo, debit memo,
or unapplied payment to the same invoice. It also allows you to
apply one credit memo or payment to several different invoices.
QUICK ACCESS TO CUSTOMER DATA
Access all open items dated for any customer through A/R's
Customer Account Inquiry.
You can view accounting information by Customer or Document number. Specify a starting date and the order in which
you wish to see the information (date order or apply-to order).
Click a button to access Customer File information, or another
button to view this customer's credit history.
FLEXIBLE FINANCE CHARGES
A/R will automatically calculate finance charges. You may
also enter them manually, if necessary. To automatically calculate, simply specify in the A/R setup two finance charge percentages along with dollar cut-off levels, aging method, and
FLEXIBLE VENDOR INVOICE TRACKING
A/P automatically calculates due dates, discount dates, and
discount amounts for all A/P transactions. And the invoice
amount can be distributed to an unlimited number of G/L
expense accounts and job numbers.
You also have the opportunity to enter vendor credit memos,
cancellations, adjustments, and prepaid expenses giving you
total control over your payables.
When you need a summary of the new payables, simply print
your transactions and edit as necessary. Then, when you're
ready, post the new transactions to the A/P Open Item File.
EASY CHECK RECONCILIATION
Easily and quickly reconcile your A/P checks against your
company's bank statement. You also have the option to print the
A/P Check Reconciliation Report which shows paid and/or
unpaid checks through any reconciliation date. You'll find this
feature is a real time-saver.
TRACK VENDOR INFORMATION
Use the Vendor File to store information on all companies
and individuals from whom you purchase materials, supplies,
And, like other Progression Series modules, A/P features an
extensive notes system. An unlimited number of notes may be
recorded about general A/P information (reference notes, payment information, etc.) and accessed from any Vendor File
record. In addition, an unlimited number of notes may be
attached to each individual vendor's record.
The Vendor File also contains information such as the vendor's
name, address, telephone number, federal 1099 information, and
credit terms. You can also individually code vendors to reflect
STREAMLINED RECURRING PAYMENTS
In addition to normal payables activity, many companies need
the option to add payables which are due on a recurring basis.
By using the recurring voucher processing feature of A/P, you
can turn these bills into easy-to-maintain business transactions.
EASY TRACKING OF DETAILED INVENTORY DATA
The Item File is the most important file in all of Progression's
distribution and manufacturing functions. It maintains information unique to each item that provides the system with
essential information on how to purchase, sell, and manufacture the item.
Maintain planned, current, or obsolete items through I/M's status code. Identify items as purchased or manufactured.
Maintain control levels and indicate if item quantities should be
automatically allocated when orders are placed through Progression's Order Entry (O/E) package. You also have the option to
define non-stocked and non-controlled "phantom" items.
FLEXIBLE KIT BUILDING
If your company assembles and distributes products from
components, Progression's I/M can accommodate those needs.
The Kit File Maintenance application within I/M gives you
some of the advantages of a Bill of Material package without
the expense or complexity.
The Sales Kitting function enables you to enter a kit item
number, component items, and quantity per kit for each component. There is also flexibility within the Kit File Maintenance
application to calculate costs and price as well as easily update
kit items cost and price in the Item File. Additionally, this application will also allow you to process the sale of kits in Progression's O/E package.
TRACK ITEMS DOWN TO THE LOCATION
The Inventory Location Maintenance application allows you to
create the different inventory locations that your company uses.
Those locations are used throughout both the Progression distribution and manufacturing suites..
Progression’s Version 7.6 I/M also allows you to maintain
inventory which is stocked at more than one location, including
the on-hand, on-order, allocated, and back ordered quantities,
along with price, cost, and sales/usage information. This allows
for the same item at different locations to have different values
assigned, such as reorder levels, mins, maxes, and primary vendors.
STOCK IN MULTIPLE LOCATIONS WITHIN ONE WAREHOUSE
You can create and maintain multiple bins* within a location.
I/M allows multiple items to reside in the same bin and also
allows the same item to reside in multiple bins within a location. You can also define the physical limitations of a bin's
space by specifying a bin maximum based on quantity, weight,
or volume. Priority-based putaway and allocation logic allows
the system to make recommendations automatically during
transaction processing, reducing manual transactions.
ONE-TOUCH ACCESS TO ALL INVENTORY INFORMATION
I/M's multi-level drill down inquiry allows you to inquire into
inventory balances, open purchase orders, open sales orders,
and transaction history at any point in time. Quickly and easily
find the quantity of any inventory item which is on-hand, allocated, or on-order through the Multiple Level Item View application.
For even more detailed information, you can click a button to
see a list of all customer orders for an item. You can then select
an order and drill down to that order's header and line item
information down to the serial, lot, and bin level. You can also
click a button and see a list of all open purchase orders for this
item. Click another button and go directly to the Item Location
File to look up item specific information.
SET EXPECTATIONS ACCURATELY WITH AVAILABLE-TOPROMISE
One of the keys to providing good customer service is to be
able to tell your customers when they can expect their order to
arrive. In order to provide this information, you usually must
check different areas that inventory has ready been allocated to
other customers, and when do you expect replenishments. This
can be in the form of a purchase order for purchased items or a
production order for items that you produce.
I/M provides you with one simple to use inquiry that takes
into effect requirements, replenishments and nets out your
available to promise for any given period. The periods can be
defined as you see fit. This inquiry will allow you to identify
exactly stock you have on-hand or are expecting to promise to
your valued clients.
TRACK INVENTORY BY SERIAL NUMBERS OR LOTS**
One of the exciting features of I/M is the commitment to
FDA regulated industries and others requiring item traceability
down to the serial or lot level. Some of the features include the
ability to define separate serial and lot formats and numbering
conventions, hard and soft allocation with multiple allocations
methods, complete upwards and downwards traceability via
inquiry with Progression's Visual Serial/Lot Trace.** You can trace an item from receipt through production all the way to the
end product or customer.
* This functionality is available with Advanced Distribution registration
** This functionality is available with the registration of serial/lot
FLEXIBLE PRICING AND DISCOUNTS
Set up your own pricing system in O/E by specifying price
break tables. You can construct an unlimited number of tables
based on eight categories including combinations of customer
number, item number, customer type, and product category.
Use these price tables to maintain special negotiated prices for
one or more customers or items. Or, set different price breaks
for individual product lines. Also, provide contract pricing with
beginning and ending effectivity dating on any pricing table.
You'll also find in O/E that you can enter a discounted unit
price during line item entry or view price breaks specific to a
If a customer has several ship-to addresses where merchandise
is delivered, even though billing is sent to one central office,
O/E will maintain those multiple addresses for each customer.
You also have the flexibility to assign tax schedules and/or tax
codes for each customer at the ship-to level. And the Shipping
Lead Time function will ensure that the product is picked and
shipped to guarantee timely delivery based on where it is being
shipped to, where it is being shipped from, and how it is being
FLEXIBILITY IN ENTERING ORDERS
With six different order classifications available, Regular
Orders, Invoice Orders, Master Orders, Credit Memos, Blanket
Orders, and Quotes, you have great flexibility in handling customer requirements.
During the order entry process, Progression defaults information from the Customer File. This default information can be
changed, if necessary to help make for a more streamlined
order entry process.
O/E's entry system is flexible. It can be highly automated
based on certain system assumptions, or you can include certain options requiring human intervention. You can also
process miscellaneous line items by allowing manual entry of
the description, unit price, and unit cost.
Easy access to account numbers, customers, and inventory
parts by description or number is available through O/E's popup windows. You can also quickly check customer credit history, a crucial feature when customer service is making fulfillment decisions.
A very powerful feature of Progression is the hard vs. soft
allocation feature. Typically, inventory quantities are soft allocated during the order entry process. A quantity is reserved for
the order, but specific units are not identified. During the
billing process, serial, lot, and bin numbers that were picked
are assigned to the order. With hard allocation, you commit
specific serial, lot, and/or bin numbers to an order during the
order entry process. Multiple automatic allocation methods are
available, including user-defined priority, FIFO, and earliest
expiration date. This feature allows for very tight control over
Another very powerful feature of Progression is the ability
for the user to determine when inventory will be updated during the order fulfillment process. O/E automatically allocates
inventory once the order has been entered. The user defines
whether inventory will be relieved at picking, shipping, or
billing. No longer must the user manually reconcile physical
or cycle counts against what has been picked or shipped, but
not yet billed and posted. Not only can the user determine
when inventory is updated, but the system also includes a
Picked Not Shipped Report and a Shipped Not Billed Report.
And, to ensure reconciliation at month end, there is the option
to post to separate General Ledger (G/L) accounts at each step
in the process.
The system will also check for sufficient stock and allows
you to override, cancel, backorder, or use substitute items. The
quantity on-hand and allocated fields will correctly reflect
shipments and open order changes. To eliminate tedious and
unnecessary paperwork, you have the ability to consolidate
multiple open orders by customer.
When you need to locate customers who have been placed on
backorder for out-of-stock items, O/E's Fill Backorders feature displays all the necessary information. You can fill existing
backorders once the item is available with the touch of a key.
You can also selectively allocate the available inventory to certain customers.
MAINTAINING SERIAL/LOT CONTROL
Ensure you have the power and resources to effectively utilize
serial/lot control by activating it within I/M. The Serial/Lot feature allows you to track, record sales, and maintain full control
over finished goods and their components. O/E requests
serial/lot numbers on picking tickets and invoices.
O/E TO PURCHASE
Selectively item by item, you can designate items that are special purchases and automatically generate a Purchase Order for
those items in Progression Purchasing/Receiving. This allows
you to minimize the manual processing of special items' sales to
There are many applications of data collection. Many of
them can be performed without using bar coding; however,
performing these activities with bar code technology has a
number of advantages:
Speed - a bar code label can be scanned in the time it takes
to perform two keystrokes.
Accuracy - For every 1000 characters keyed, there is an average of 10 keying errors. Bar code systems only produce 1
error in 3 million characters scanned.
Data Integrity - number of substitution errors for every
3,400,000 characters entered:
Keyboard - 10,000 Bar Coding - 1
The Progression Series Bar Code module allows users of Progression’s Inventory Management (I/M), Order Entry (O/E),
and Purchase Order (P/O) modules to automate data collection
for inventory transactions, shipping transactions, and receiving
transactions. The Progression’s Bar Code module acts as an
interface between the Progression modules (I/M, P/O, and O/E)
and the data collection software and hardware provided by any
data collection vendor the user chooses.
The Bar Code module is designed to support real time - radio
frequency (RF) or batch data collection technology. The same
Bar Code module is used in both batch and radio frequency
environments. In RF environment, information such as quantities, item numbers, order numbers, and serial numbers are validated against the Progression data files at the time the information is scanned. Once validated, the bar code reader translates
that scanned data to an ASCII file that is sent to the Bar Code
module via radio waves. The bar code module has a polling
feature that can be set to automatically import transactions that
reside in the bar code interface file.
The polling routine insures that data being collected is passed to Progression the moment
the Bar Code module interface is populated with new data. In
an environment using batch technology, the bar code reader
stores transactions in a hand-held computer as they are
processed. Once all transactions have been processed, the user
plugs the hand-held computer into a PC via a serial port. Information is then downloaded into a directory that can be imported
into Progression by the import application in the Bar code module.
The grouping of parallel bars that is associated with bar coding is referred to as symbology. The Progression Series Bar
Code module is not symbology dependent. As long as the data
collection vendor can translate the symbology and pass the
information to the ASCII import, the Bar Code Module can
process the information.
There is only one Bar Code module for distribution; however,
there are several Bar Code/Import programs which automate
existing standard Exact Software North America processes.
1. Inventory Transaction Processing-The module duplicates
the functionality of the inventory applications located under the
TRX menu. It allows for the following transactions to be performed in Progression using data collection technology:
- Physical & Cycle Count Processing
- Additional features supported include:
- Serial Numbers
- Lot Numbers
- Multi Bin
- Multiple Locations
2. Shipping (Quick Ship)-Allows users to eliminate filling
customer orders by hand keying shipping transactions. In an
environment that uses data collection, the shipping process
begins with printing a pick ticket. The order number, item
number, quantities to ship, stocking location, and, if required,
serial or lot numbers associated with the item are scanned from
the bar coded labels or pick ticket. Progression allows the user
to determine when quantities on hand are updated. The user
defines when inventory is updated during the Progression’s
Order Entry module set-up.
The user can choose one of the following methods:
- Confirm Bill - Inventory is relieved when invoices are posted in Progression.
- Confirm Ship - Inventory is relieved when the order is shipped.
3. Purchase Order Receiving Processing (Quick Receipt)-
The receiving process is much like the shipping process. The
user prints a bar coded copy of the purchase order. The purchase order number, item number, quantities to ship, and stocking location are scanned from the bar coded labels or purchase
order. If an item requires inspection, the item is moved to an
inspection location. If no inspection is required, the item is
moved to a stocking location.
- Receiving Transactions
- Supports Lot numbers & Serial Numbers
- Supports Multi Bins
- Receiving Inspection
- Landed Cost
Exact Software North America’s Forms Designer in System
Manager supports the printing of ¼'' bar codes (symbology) on
forms. Clients are not required to purchase the Bar Code module to print bar codes on forms. Forms that support the printing
of bar codes are:
- Purchase Orders (receivers)
- Return Authorization
- Picking Tickets
Exact Software North America’s Forms Designer supports
Code 3 of 9, Code 39, and UCC 128. Other symbologies are
supported by bar code labeling packages sold by Exact Software
North America's third party solution partners.
ADIS' Landed Cost capability enables you to calculate all costs, in
addition to the cost of the product, normally associated with purchasing and receiving materials in-house for resale or production.
These costs, called landed costs, include such items as freight,
import duties, custom charges, and in-house handling charges.
The Landed Cost Tracking System ensures that landed costs are
capitalized against the inventory item, allowing for accurate ROI
(Return on Investment) and COGS (Cost of Goods Sold) analysis by
What happens if your company receives invoices for landed costs
prior to the receipt of the ordered merchandise? Within the ADIS
application, you have the ability to update the associated landed
costs to equal the actual landed costs. This adjustment ensures that
when you receive the item, Progression updates the inventory cost
for the cost of the item plus the actual landed cost.
Conversely, if you receive the merchandise before the
invoices for the landed costs, Progression calculates the standard landed costs and either adds them to the item cost or
posts them to a General Ledger (G/L) account during inventory receiving, depending on the selected landed cost code.
The Landed Cost System supports companies dealing with
international vendors and others who require comprehensive
inventory costing inclusive of all landed costs
ADIS allows you to use hard allocation in addition to soft
allocation. Using hard allocation, you commit specific serial,
lot, and/or bin numbers to an order during the order entry
process. This is beneficial when specific lots must remain
together. For example, when painting a large area, a painter
will prefer to use cans of paint from the same lot to avoid
even slightly mismatched colors.
A Multi-Bin system supports tightly controlled stockroom environments, as you can create and maintain multiple bins within a
location. Within ADIS, multiple items may reside in the same
bin and the same item may reside in multiple bins within a location. You may also define the physical limitations of a bin's
space by specifying a bin maximum based on quantity, weight, or
Benefits of Multi-Bin include the following:
- Permits easy location of parts
- Effectively uses available physical space, reducing storage costs and inventory carrying costs
- Minimizes labor cost of locating inventory
The Confirm Picking function updates the quantities of on-hand
and allocated items by location. It adjusts the location quantities
to reflect the quantities that you picked to fill a specified order.
Some confirm pick features include the following:
- Pick All automatically assigns picking dates to all
line items for the selected order at the selected location
- Pick Certain does not assign picking dates automatically,
but proceeds to the line item screen of the order where you may pick and unpick line items manually
Instead of reducing inventory at the time of shipping or billing,
Confirm Pick reduces inventory at the time of picking. This
adds flexibility to the way you do business.
RETURN MATERIALS AUTHORIZATION
Return Materials Authorization gives your Customer Service
and Sales Representatives the power to track authorizations for
return of products from customers and automatically trigger
reshipment or credit. RMA provides a means to enter, track, and
resolve customer returns. You can then analyze your RMA's to
look for trends in returns for particular items or return reasons.
RMA helps improve customer satisfaction by providing a centralized application for entry and resolution of Authorizations for
Material Returns from the customer. This allows your Customer
Service Representatives to enter RMA's immediately, when the
customer is still on the phone. RMA can help reduce returns by
allowing you to track which items are returned the most and for
what reasons to allow identification of possible quality problems.
ENTRY OF RETURN MATERIALS AUTHORIZATIONS
One RMA is entered per phone call/customer. It can apply to
multiple invoices and orders. The Customer Service
Representative or Salesperson taking the call can then, on a
line-by-line basis, indicate which items being returned should be
credited and which should be reshipped. The RMA can be
linked to an existing or historical customer order, or not linked
at all, in the case that the return is for an order that is no longer
RECEIPT OF RETURNED GOODS
Items being returned can be received into a Material Review
location to allow returned items to be inspected prior to
receipt into inventory. This allows damaged items to be kept
from being shipped to an unsuspecting customer. The items
awaiting review may be rejected from or received into standard parts or finished goods inventory at the discretion of the
parts inspector. Advanced Distribution helps your organization
run more efficiently and effectively. It contributes by accurately calculating the total cost of your products, alerting you
to items requiring quality inspection, allocating items appropriately for different customers, minimizing labor cost and
misallocated physical space, and correctly tracking inventory
quantities and customer returns.
RESHIPMENT OF ITEMS
The reshipment can be for the same item or another item -- so
a substitute item of comparable value can be returned to the customer in exchange for the incorrect or damaged item. The
reshipment may occur before or after the items being returned
are received. Hence, dependent on policy, the item being
reshipped may be shipped out immediately or held until the
items being returned are received. Regardless, the order for
reshipment becomes a normal customer order that may be
processed in the same manner as other orders.
CREDIT FOR RETURNS
Alternative to reshipment, the customer may request a credit
for the items being returned. The credit, too, may be on hold
until the items are received from the customer or may be issued
immediately. It will create a credit memo in Order Entry that
can be processed as other credits.
Serial/Lot functionality provides an efficient way to trace
specific serialized or lotted items. The ability to drill down on
these items or batches helps to eliminate potential quality problems. When one item in a lot is found to be defective, others
can be tested to ensure that standards of quality are upheld.
This minimizes the cost of non-quality, since vendors who provide low quality products can be alerted to the problem or
eliminated as a vendor, and poor manufacturing processes can
be determined and corrected.
VIEWING AND REPORTING FUNCTIONS
Progression's Serial/Lot functionality allows you to view specific serial/lot information using several viewing functions.
You can quickly display the transaction history, vendor history,
and sales history for serial/lot tracked items. For a selected
item, you can view information such as serial/lot effective date
or expiration date, and transaction order number, date, cost,
and quantity. You also are able to view several reports, including the Stock Status, Expiration, and History reports. These
provide information such as item location, receipt date, item
quantity information, customer number, warranty date, and
ISSUE AND RECEIPT LOGIC
Rules-based issue and receipt logic exists for serial/lot and bin
transactions, such as Earliest Expiration, FIFO (First In, First
Out), and Priority. Serial/Lot issue and receipt rules allow the
system to make recommendations to closely follow material
movement logic. For example, Progression will use Earliest
Expiration when dealing with the shipment of perishable produce. This reduces cost of obsolescence, minimizes waste, and
lowers cost of goods.
The Progression Serial/Lot Trace Application allows you to
trace the source and the disposition of a selected serial/lot item.
Progression displays this information visually from source to
final disposition, in tree-like diagrams.
- Display one or both of the Source and Disposition windows
- Compress or expand the Source and Disposition trees or a
single branch on either tree
- Begin a new trace with a serial/lot item that appears in the
Source or the Disposition of the currently displayed
- Print the displayed source and/or disposition information on
the Visual Serial/Lot Trace report
- View the final disposition information of the serial/lot item,
print the Visual Serial/Lot Trace Final Disposition report,
and/or create a mail merge file containing the customer
Progression helps to facilitate the processes required for FDA
regulated industries and others requiring item traceability down
to the serial or lot level, including the pharmaceutical, medical
instrument, and machinery industries.
Some of the features include the ability to:
- Define separate serial and lot formats and numbering conventions
- Trace items upward and downward
- View manufacturer's serial/lot number
- Write unlimited notes at the serial and lot number level
- Use expiration dating
- Apply user-defined reason codes to put a serial or lot number on hold
Serial/Lot functionality provides many benefits. It ensures
that parts and batches are uniquely identified. This enables an
efficient process to track and drill down on specific items, and
allows easy traceability forward to customer or backward to
vendor or origin of production. Problem batches can easily be
identified through vendor performance and manufacturing
process analysis, allowing your business to deliver high quality
PRODUCT STRUCTURE FILE MAINTENANCE
BOM's Product Structure File Maintenance establishes the
link between a single inventory item and the components that
comprise the finished good. BOM's Product Structure File
offers you some distinct benefits, like Reference Designators.
Each component includes a Reference Designator which allows
you to detail exactly what it does and where it can be found.
You also have the option to print Reference Designators on
BOM's Indented Report or on production work orders. Plus,
you can choose to display Reference Designators in the view
function to quickly access information for further reporting
A product structure is created by specifying the relationships
between pairs of items where one is a parent (an item that is assembled with other components). A parent will have relationships with one or more component items. The same components
may be used in many different assemblies within your manufacturing facility to construct different parent items. You specify
each component-parent relationship in the Product Structure
File. A Parent/Component Search feature available through
BOM enables you to easily locate existing components for a
specific parent item at that parent's level only.
BOM also provides you with the ability to define how much
of each component is normally scrapped (shrinkage and/or scrap
factor), allowing you to be more accurate in estimating component usage.
In addition, BOM tracks component level effectivity dates and
default locations for each component. Various safeguards assure valid data. For example, BOM prevents you from making an item a component of itself, or from
using an item that is not defined in the Inventory Management
There may be times when you find it appropriate to configure
a product to meet a customer's unique requirements. The Feature/Options Configuration application enables you to establish
these rules-based configurations for use in the order entry
This BOM application also enables you to analyze the features
(or parent items) along with options (or components). This gives
you the flexibility you need to configure your products with all
of the options a customer may need. Plus, Feature/Options Configuration enables your system to maintain top-speed performance by eliminating the necessity to specify a separate bill for
each minor option your company offers on an individual product.
BILL OF MATERIAL VIEW
BOM's View function allows you to easily display the bill of
material for any specified item. There is an option to "blow
through" phantom items, showing components that are either
stocked or controlled, with the first level displaying components normally stocked. You can also optionally display obsolete or forecasted items, along with the Reference Designators.
POWERFUL VISUAL BILL BUILDER
The Visual Bill Builder is a powerful tool that enables you to
create, modify, delete, and manage your product structures in a
visual environment using powerful drag and drop technology.
You can view your Bills of Material in a number of different
SUMMARIZED BILL OF MATERIAL
The Summarized Bill of Material details all the components
of a specified parent. It is called "summarized" because each
component is shown only once, summarized by quantityrequired (per this parent). This summary detail drills down to
the lowest level that the component appears in the parent's
structure. This is the classical parts list where each part is listed
once along with the total quantity required to make one parent.
One, a few, or all parent items may be selected to print on this
report. You also have an option to print only purchased items
or a summary to limit the level of components.
COSTED BILL OF MATERIAL
This feature allows you to print a Costed Bill of Material for
any range of parent items you select.You also have the option
to choose whether or not to update the I/M Item/Location File's
last, standard, or average cost. This update option only appears
when the inventory cost method is last, standard, or average.
GROSS REQUIREMENTS REPORT
BOM provides the ability to analyze how future orders for
parent items will impact inventory levels. Select a quantity of a
parent item or items, and print a report showing component
requirements at all levels. At the same time, the report displays
inventory status information to compare component requirements to what is currently available and on order.
SEAMLESS INTEGRATION WITH OTHER MODULES
Progression’s streamlined manufacturing solution integrates
your production needs by allowing you to pull a production
order from Order Entry (O/E), copy one from Material Requirements Planning (MRP) or enter one manually. If you are not
using MRP, you can manually create orders, or consolidate O/E
orders using an order advice file that calculates the demand of a
manufactured item over a user-defined set of periods. Lower
level manufacturing orders can also be created for dependent
material using item settings. With POP, you can tie Production
to Customer Demand, Inventory Transactions, and General
Ledger (G/L) Accounting Entries for inquiry and reporting purposes.
VALUE-ADDED COST MAINTENANCE
POP's Value Added Cost Maintenance File allows you to
define numerous cost types to represent value added costs
applied during production. These include units of measure, cost
per unit of measure, and multiplication factor. These value
added costs can then be associated with a manufactured parent.
This provides you additional breakdown of costs that have traditionally been posted to a work-in-process (WIP) variance
account. This provides further granularity that impacts the
reporting of cost of goods sold and cost of expenses within your
DETAILED PRODUCTION ORDER INQUIRY CAPABILITY
POP takes advantage of Progression's extensive drill-down
capabilities. The Production Order Inquiry links information
about production orders with information related to their source,
component makeup, and transaction generation. Several components of this inquiry are also used in other Progression modules. Drill-down push buttons allow you to drill-down and
access multi-level standard and captured costs, customer order,
reported production, and dependent order information.
Once units are completed, POP uses a backflush transaction to
update raw materials and finished goods inventory. The user can
enter additional transactions to account for scrap and excess
usage. The POP backflush also includes the Value Added Costs
to ensure that these costs are included in the cost of the finished
THREE OPTIONS FOR PROCESSING ORDERS
You can enter production orders three ways in POP. POP can
pull orders from Progression O/E, you can copy orders from
MRP, or you can enter orders manually.
When you enter orders manually, you specify the quantity
and due dates for the item being produced. You can manually
create a production order by viewing records in the Production
Order Advice File. Simply click on a line item and period in
the Production Order Advice File to create a production order.
You can also release and print production orders in one step.
A Production Advice Report prints a report showing backorder amounts per manufactured item and optionally provides
detailed backorder information per customer order. Use this
report to determine item quantities when entering reports manually.
Once unreleased production orders are created, the user can
generate a Production Order Schedule Report that lists all production orders in start date sequence so that the production
planner knows what orders to release and work on each day to
ensure timely completion and delivery to the customer. There
is also a Visual Scheduler that allows the planner to visually
see the load on the shop floor and reschedule production
orders to take into account changes in schedule or capacity
using drag and drop.