Gather, assemble, and apply information to production planning, scheduling, execution and cost analysis.
The module supports work order and repetitive production environments. It also supports full integration of resource and tooling maintenance and scheduling, and outside operations. The use of a unique method approach eliminates the need to maintain a separate BOM, routing and tooling records for each part.
The manufacturing method is a unique environment in which the traditional manufacturing routing, BOM, and tooling are married at each step of the manufacturing process. The user can easily review a super copy overview of all aspects involved or associated with an items manufacturing methods in order to quickly analyze and resolve each constraint factor. Its a very powerful, yet simple to understand tool, as it accurately presents the manufacturing process in a real world step-by-step method.
Highlights include multi-location and multi-plant; MPS (Master Production Scheduling); order demand reflected real-time in MPS; MRP (Material Requirements Planning); CRP (Capacity Resource Planning); sales forecasts by user defined time intervals; family parts (family mold) logic and costing; outside vendor services processing; and integrated drag and drop visual APS (Advanced Planning and Scheduling Module).
Shop Floor Reporting
This module allows users to process real-time transactions from production floor activities. The easy-to-setup and easy-to-use environment provides for quick entry of time sensitive, critical data capture of any activity on the shop floor. The streamlined Event Driven production reporting also aids in the reduction and elimination of errors.
Bar-coded activity codes, termed event based production reporting, simplify reporting with realtime production verification.
GL transactions are updated in real-time or at production batch posting. There is support for all major data collection equipment no additional software required. Full visibility of WIP at specific production locations. Track movement of serialized parts or serialized containers through processes. Inventory movement transactions and warehouse transfer functions done simply when reporting production activities. Sends material handling requests with pick list, priority level, and messages. Staging, loading, and consumption of materials handled efficiently through production.
Raw material lot numbers and details are recorded to production lots and serial numbers. Provides for containers to be loaded (or sequentially queued) to a production activity, for consumption association at the serialized container level. Records actual start and stop times on finished jobs and estimates times of queued jobs. Provides ability to automatically create shipping labels. Radio Frequency screens display pick lists for selected production plans. One-step utility allows operators to pick and create shipments, bypassing, sometimes, unnecessary staging requirements. Resource schedule displays for jobs sequenced and scheduled on a specific resource. Fully configurable production reporting modes. Definable employee roles and authorizations of task being performed.
With its direct link to production activity, user defined PM procedures can be triggered for any machine, toll, fixture, asset or returnable container based on actual usage parameters. Additionally, all results of maintenance done are associated and booked directly to the General Ledger.
Preventative maintenance procedures can include a bill-of-materials, labour and outside contractor requirements; procedures can be initiated by the accumulation of setups, elapsed time, time in use, parts produced, machine cycles and trips.
Create service tickets and perform work on items under warranty. Your field technicians can use the application to keep track of their schedules and enter information regarding work performed. When a service ticket is closed, a warranty claim or invoice is created as applicable.
Provides real-time view of production efficiencies and performance by machine throughout the day. Define operational, material, labour, and throughput efficiency thresholds (both upper and lower) and then monitor, at a glance, for any resource at any given moment during a shift, the current value for each efficiency and whether that value falls above, below, or within the defined thresholds.
Serial and Lot Tracker
Use Serial and Lot Tracker to track your serialized and non-serialized inventory. For any serialized label or lot number, you can view association information, stock location information, shipping information, production information, and receiving information.
View the following: information regarding all materials that went into the creation of an entry and all manufactured parts that the selected entry is a component of; stock and bin location and remaining quantity; shipment and detail quantity, bill of lading number, bill-to and ship-to customer, shipment date and time, ASN date and time, release number, invoice number, and trucking and freight information; department, resource, report date, report shift, work order, production quantity, current quantity, and reporting employees information; vendor number and name, purchase order number, release and line number, log number, packing slip number, quantity received, detail quantity, date, and vendor ID and vendor serial number information.
The Lead Tracking module provides the framework for effective planning and for the systematic followup of planned lead tracking activities. Each sales lead is individually logged onto the system and assigned to the sales person who has the best potential to develop the lead. Specific actions are scheduled and a follow-up calendar established. A running record of each lead plots the actions taken and the customer’s response. Set up codes and maintain master files that are unique to lead tracking.
Customer Returns and Credit Management
Maintain customer credit limits, maintain the status of customer orders, check customer credit limits, and make customer credit inquiries. Enables the re-receipt of serialized inventory returned from customer; multiple QC request records generated, containing serialized inventory details.
Apply user-defined warranty definitions (standard warranty) to each qualified part, as well as its key components. A unique warranty will be created and registered for each qualified part, and that warranty will be updated as the owner returns the warranty registration card, or when a claim is processed.
Warranties can be established part-specific with effectivity periods. Track serial number for a finished good and its serialized components. Track owner information from OEM to end customer to consumer with traceable history of owners. Enter claims against warrantied parts. Pay claims, track payment and track cost per claim. Repair parts and track against original. Enter Warranty Registration cards info. Sell and manage Extended service plans (ESP). View history by part and all claims, repairs and complaints. Allow for goodwill payments against expired warranted parts.
Sales Forecasting and Analysis
Highlights include top down (Planning Bills) and bottoms up (By Customer/part/Sales Agent); auto creation of forecast by part from previous years sales; full integration into all other iVP planning modules; and detailed sales analysis by part/customer/agent based upon profit, revenue and rank.
The Capital Assets module lets you record information about fixed assets, determine and maintain a depreciation schedule (that will interface with your general ledger and be reflected on your financial statements), and calculate the depreciation amount that you can claim on your yearly tax return.
Highlights include support of a book schedule for internal reporting; depreciation journal entries and a printed depreciation journal for all assets on a book schedule; an interface with the general ledger system; user-defined accounting periods; various depreciation methods; asset retirement forecasting showing the cash necessary to replace assets; inquiries for capital asset descriptive and depreciation information; various capital assets reports on demand, including capital asset data according to location; location history logging; depreciation forecasting for one or several years; and maintenance of rental information if an asset is being leased or rented to another company.
A good General Ledger system provides much more than a record keeping function. It should also be a management information system that collects, organizes, stores, retrieves and presents both financial and operational information in clear, concise and often comparative formats. By paying particular attention to operational management needs, while incorporating some of the most powerful features of large mainframe general ledger packages, the General Ledger module is one of the most practical yet versatile systems in use today.
The module includes integrated sub-ledger files of accounts receivable, accounts payable, inventory/production control, capital assets, and third party payroll interfaces; summarized and detailed drill-down capabilities to sub-ledger transactions; reports for cash flow, trial balance, standard, and user-defined financial statements; journal entries and recurring journal entries, with any particular entry being reversible; fixed and flexible budgets; and period end and year-end closing procedures.
The Accounts Payable module provides the management tools needed to control your Accounts Payable requirements and to supply you with complete on-line information and printed reports. Highlights include electronic funds transfer; maintenance and monitoring of discounts; check printing across companies; flexible payment selection by discount, due date, vendor, or bank/currency control; automatic handling of entry/processing of payables/recurring payments and check writing; the ability to process cashed and cancelled checks from banks; the ability to inquire and print open payable reports; automatically calculation and distribution of recoverable taxes to the correct account; automatic accrual balancing; the use of Auto-Voucher to bypass voucher entry by defining pre-approved vendors; vendor master mgmt. with preapproved parts/price lists; vendor inquiries that show open invoices by vendor and remaining balances; cash outflow management and automatic calculations of available discount; open payable reports and aged payable reporting (by due date or invoice date with back dating capabilities); and cash flow reporting using A/P details.
The Accounts Receivable module is designed to accommodate the entry and processing of all Accounts Receivable transactions, including invoices, payments, debit notes, credit notes, and adjustments. The A/R module automatically generates all necessary entries to the General Ledger. It collects, organizes stores and presents both accounting and operational information in an easy-to-use and accurate form.
Highlights include maintenance and monitoring of discounts offered at invoicing; customer master management including credit limits and A/R tolerance; cash application across companies; customer, customer grouping or specific invoice cash applications; the ability to apply remittance detail from EDI documents; retroactive billing application; A/R adjustments and miscellaneous cash entry; transmission of invoices by fax, e-mail or EDI to both the bill-to and ship-to customers; calculated average collection days and cash forecasting; rapid access to customer balances and total A/R balance; detailed or summarized aged listings by due date or invoice date (with back dating capabilities); customer statements; cash-flow reporting using A/R detail; and audit trail reporting.
The Purchasing module provides the management tools needed for all procurement activities. Powerful and easy to use menus make purchasing operations simple. The integration of purchasing and all other Solarsoft iVP components, allows full vendor collaboration via fax, e-mail or the Internet (using Solarsofts Easy e-Business Suite) providing real-time access to inventory and procurement information.
Internet enabled for remote access by vendors; web-based vendor scorecard; electronic requisitioning approval with signatures via email; transmit P.O. by print, fax, EDI or email; maintain vendor quotations with quantity discounts available; progressive vendor releasing/EDI integration; generate EDI (830) release documents or 850 purchase orders; cumulative order status with over/under shipment reporting; lot/location tracking throughout receiving/inspection process; variable purchasing authorization levels; support one-time vendors/one-time items; real-time receiving via RF-based scanning module; supports generation of serialized bar-code labels; and supports use of vendor serialized labels for receiving.
The Order Processing module allows you to keep track of an order from the time that it is received until the order is filled, shipped and the customer is invoiced. A complete order history is retained for inquiries and sales analysis. The system is fully integrated with the Inventory Control, Production Control, Accounts Receivable, General Ledger and Quotation modules. Customer Orders can be manually entered or automatically processed into Solarsoft iVP using our Easy E-business Customer module, using EDI or via proprietary file upload.
Highlights include integrated configuration management; available to promise logic on inventory,WIP and capacity; contract, promotional and standard pricing with effectivity; product configurator with on-line feature/option availability and pricing; flexible federal, provincial, state and local tax calculations; unlimited Ship To locations Per customer; consignment order processing; credit checking at line item and order level; freight (weight and cube) charges and calculations; customer-specific container labelling; and credit card verification.
Work Order Scheduler/Repetitive Scheduler
Graphical tools allowing schedulers to immediately evaluate alternate production scenarios for their impact on material and capacity availability. Interactively, planners can visually evaluate resource allocation and perform multi-level inventory analysis and scheduling, allowing them to most effectively meet customer delivery requirements.
Bill of Materials
The Bill of Materials module provides you with the tools you need to control your product structure processing. Powerful yet simple-to-use programs make the entry, inquiries, and maintenance of your B.O.M.s a simple operation. The On-Line design of the system means that all users have access to the most current inventory and purchase order information.
Supports up to 999 levels in the BOM; accumulates labour, variable and fixed burden and material costs by BOM level; supports absorbed and non-absorbed costing methods; supports phantom, blend and alternate BOMs; and engineering change management and notifications with effectivity dates.
EDI transaction sets are supported for thousands of companies, including all major automotive OEMs, major retail chains, distributors, and manufacturers. Solarsoft iVP provides a complete solution to meet the strict demands placed on our customers to meet supply chain requirements. EDI/Order Releasing, Shipping Management, and Vendor Releasing are all components handled in the Release Accounting module.
Supports release accounting and all related X.12 transaction sets. Supports CUM based, RAN based and Pull Signals EDI. Supports X12 and EDIFACT documents. Supports OEM Scan and Ship requirements. QS9000 & ISO-9000,MS-9000 compliant. Support and ownership of the entire EDI process by Solarsoft staff.
Estimating and Quoting
The Estimating and Quoting module is designed for the demanding quoting requirements of custom manufacturers. The system is intuitive, prompting users for the detailed information required to set up the Item Master, Vendor Master, and Customer Master. Costing information comparisons are created between quote and actual costs. Integration allows for single entry of data to flow into Order Entry, Production, Inventory and Purchasing.
Allows for new product estimates to be started from existing parts or estimate templates; allows for unlimited quote quantities to be costed with breakouts of cost drivers; includes cost drivers, with assigned markups, for material, burdens, labour charges and one time; full integration of Estimating Module to standard routings, costs, purchasing systems; auto import of Estimates to actual sales and production orders; and full quote win/loss analysis as well as actual performance by cost driver of made quotes.
Time and Attendance
The Time and Attendance module provides for the capture of employee attendance data. It houses a centralized employee master file that feeds and draws related information with Inventory/Production Control, Preventative Maintenance, Order Entry, Purchasing and other modules of Solarsoft iVP .
Highlights include employee classes and groups; the establishment of custom shift schedules and assignments and set up absence reason codes; shift premium codes and attendance rules listings; schedule rounding based upon company policy; employee codes to flag an employee as active/inactive; advance scheduling to meet forecasted labour requirements; scheduling in advance of vacations, holidays and leaves; badge reader or wand can be used to allow swiping of employee punches; processing of employee in/out data to Time and Attendance history; maintenance of employee Time and Attendance history; user-defined schedule violation authorization codes can be entered when violations occur; support for departmental transfers; support for hours accumulated to job number and job class; and supervisor-employee links listings.