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Sales forecasts may be used to drive time-phased demand either direct or via production scheduling at item level at each production location. Any number of sales forecasts can be created for one or more time scales at any trading location.

The sales order module facilitates the establishment of pricing and discounting matrices across customers, customer groups, products and product groups. Work-flow rules are set for each trading branch. Alternate sales allow orders to be filled by other branches or plants while recognising the sale at the ordering location. Features and options may be specified as the sales order is being processed, which results in unique made-to-order items.

Price book includes extensive modelling facilities for both cost and selling price. Multiple models may be built automatically from code tables for all cost elements over any time span. When expected cost and selling prices are applied to sales forecasts and long range material and capacity plans, management can create and monitor budgets, cash flow and the performance of the business plan.
Bills of material can be unique to each production facility or common across all plants. Standard features include batch bills, multiple units of measure, unrestricted decimal quantities, yield and scrap factors, phantoms, by-products and component effectivity.

Routings are created at a plant level. Each production facility may choose whether to use routings or not and the level of tracking required. Operations within a route may be used for costing purposes or not and may be set as tracking countpoints. Operations between countpoints are automatically backflushed or all operations can be backflushed at parent receipt. A flexible approach allows capacity planning, actual costing and performance measurements to be utilised in those environments that benefit.

Components, subassemblies, kits and materials are detailed on picking lists where issues are required. The work in process module automatically backflushes floor stock items or all requirements may be backflushed. Both traditional and cellular manufacturing techniques are supported. Lot and/or serial tracking may be assigned to both manufactured and purchased items providing full traceability through all stages of production and distribution.

Material requirements planning may be driven by sales forecasts, production schedules, actual demands  and the results of distribution requirements planning (DRP). Policies for planning and replenishment are set at item and warehouse levels, allowing MRP to generate plans for purchasing, redistribution and production. Policies include make-to-order, reorder point and time-phased dynamic safety-stock. Critical warnings are generated when actions are overdue.

Blanket order pricing agreements in the purchasing module give the buyer a powerful negotiating tool. Forecast call-off schedules can be generated to aid planning and multiple suppliers can be established for a single item for some or all ordering locations. Automatically generated and manually entered purchase orders default to the suppliers part numbers, descriptions, units of measure, currency and pricing discount structures.