With Macola’s General Ledger (G/L) module, you have a scalable, easy-to-use tool to manage your company’s accounting and financial reporting needs. Flexible enough to change with the future needs of your business, Progression’s G/L can provide your business with the access to mission-critical data necessary to compete in today’s global environment.
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.
Maintaining your company in good standing with your vendors is critical in ensuring the continued flow of raw materials, supplies, and services into your company. Ensure there are no disruptions to this critical function, while effectively managing your cash flow with the Progression Series Accounts Payable (A/P) package.
You’ll save time and more efficiently manage vendor relationships with this comprehensive package. You can track new payables, credit memos, prepaid expenses, cancellations, and adjustments in A/P.
A/P enables you to save your company money. A Pre-Check Writing Report ensures that you are aware of and can take advantage of early discounts.
Vendor and account information can be displayed on-screen with the click of a button, and Vendor Performance information is just a report away. But what does all of this mean to you?It means that your company doesn’t have to miss taking discounts; that you can track and manage vendors with poor performance; that bills which occur on a recurring basis (such as rent, electricity, etc.) can be handled easily; and that check printing problems can be reduced to a minimum.
Today, it is critical to manage your customers’ activity and credit to ensure high customer service levels and maximize cash flow. You can achieve the highest level of performance by installing the Progression Series Accounts Receivable (A/R) package from Macola.
A/R maintains vital credit information that provides you with detailed payment information like average days to pay, and full account history.
A/R tracks both open item and balance forward customers and produces monthly statements. You can also generate Customer Aging Reports using up to four user-defined aging periods. It records customer invoices or sales transactions and, for the service sector, A/R produces service invoices.
And, A/R handles multiple bank accounts and can easily apply payments to open items.
Take your accounts receivable beyond cash flow management. Manage, calculate, and collect your company’s receivables with the utmost in financial accountability with Macola’s Progression Series A/R.
Macola’s Human Resources (H/R) starts with basic employee information like demographics, home phone number and emergency contacts. Then it captures expanded definition of department codes including three organizational levels. It even handles position and title tables, including salary grades and ranges to assist in managing pay within defined parameters.
Enhanced employee demographic data to track information needed for EEO reporting is available. This module will prepare a ready-to-send EEO report to satisfy government reporting requirements.
Performance Management helps managers track annual performance appraisals, competency ratings, and specific performance issues. In addition, managers can track promotion/transfer information, bonus details and merit increase information.
With Macola’s V7.5 Payroll (PR), processing just became easier…faster…and more flexible. PR was designed with a strong focus on ease and accessibility of information and places a wealth of information at your fingertips. Because of PR’s flexible architecture, time entry is much easier and quicker. The number of keystrokes is greatly reduced…as is the risk of keystroke error.
PR recognizes the need to submit various Federal and State reports on an annual basis and others on a quarterly basis, so both reporting capabilities are built-in. You also gain the capability to clear either Quarter-to-Date or Year-to-Date figures independent of each other.
Distribution:Purchase Order & Receiving
The procurement function is critical to ensure the necessary materials, supplies, and services are available when required. Maintaining strong vendor relationships, negotiating for favorable pricing, and analyzing vendor performance can make the procurement function a profit center in your business. By implementing Progression’s Purchase Order & Receiving module (P/O), you get an efficient, time-saving tool for automating your procurement functions.
P/O enables you to analyze the quality, accuracy, and timely delivery of all purchased materials. P/O’s capabilities make it a must within both the manufacturing and distribution environments. It predicts cash requirements, monitors vendor performance, and allows you to keep inventory levels low while alerting you to material shortages. And when you combine P/O with Progression’s Accounts Payable (A/P) and Inventory Management (I/M) packages, you have a comprehensive system that optimizes timely purchases with the dynamics of inventory control.
New to Macola’s V7.5 Purchase Order and Receiving package is the Landed Costs System. This function supports companies dealing with international vendors and others who require comprehensive inventory costing along with all landed costs. The Landed Cost capability enables you to calculate all costs normally associated with purchasing and receiving and any additional costs of the product, such as freight, import duties, customs, and brokerage fees to be included in an item’s valuation (cost).
Manufacturing Cost Accounting (MCA) is an analysis package designed for manufacturers to use in tracking actual costs, and in comparing these actual costs to planned costs, yielding valuable variance analysis data. The MCA module is the primary source for linking accounting entries from shop orders to the General Ledger (G/L). It is also designed to enter miscellaneous costs associated with, or allocated to, a job.
MCA analyzes costs. It compares planned or estimated costs to actual costs and provides valuable management reports, inquiries and graphs which are vital in managing your costing functions. The output of MCA also helps management pin down exactly where actual costs exceed planned or estimated costs.
Cost reports are recorded for each job and summarized by user-defined cost type. There are two main types of costs the user can define: material and labor. The more cost types defined by the user for different purposes, the more detailed the reporting will be in the Cost Analysis Reports.
Manufacturing:Finite Capacity Scheduler
Macola’s Finite Capacity Scheduler (FCS) is a powerful scheduling tool that can help dramatically improve the quality of your detail shop schedules. Manufacturing planning and execution are optimized in order to provide the highest throughput through your factory while minimizing inventory investment and manufacturing lead-times. FCS increases your confidence level of delivering as promised by assuring a quality executable schedule that is updated dynamically as conditions change.
The Finite Capacity Scheduler facilitates quality schedules by developing a plan that is based on real-time shop floor conditions. For example, if a machine is brought down for maintenance, schedules are updated to reflect this loss of capacity. As operational lead-times and queues of work are changing, schedules can be updated automatically. Under the occasions when it is required to expedite an order, the schedule impact on other orders can be automatically brought to screen or printed so that you can review the impact. By creating schedules that are both optimized and realistic, your manufacturing planning process provides the foundation for manufacturing performance that creates substantial competitive advantages.
Master Scheduling (M/S) makes a statement of what the company expects to manufacture. It reflects the overall, long-term production plans, taking into account the company’s sales forecast, material availability and plant capacity. Macola’s Master Scheduling allows you to closely manage the critical few indicators which, in turn, drive the material and production plan of your remaining items.
Macola’s Available to Promise Inquiry is one of the most advanced and comprehensive systems available. It provides on-line and current Available To Promise (ATP) information for individual inventory items and is a powerful tool to aid order processing, sales personnel and production planning. It virtually eliminates manually reviewing the master schedule required by other systems.
Manufacturing:Materials Requirement Planning
Macola’s Version 7.5 Material Requirements Planning (MRP) module incorporates new functionality to make MRP a more visual and interactive planning tool.
New MRP functionality also improves on-line pegging with drill downs to the source of demand or supply. Plus, the conversion of Computer Planned Orders (CPO) to Shop Orders, Production Orders, Productions Schedules, and Purchase Orders has been streamlined making it easier for you to track and expedite orders.
MRP easily lets you incorporate netting against unlimited locations with the ability to select one or multiple locations, including, the ability to instantly view Receiving and Inspection locations. You also gain the capability to incorporate Serial/Lot effectively in MRP. Macola’s advanced Material Planning will validate Serial/Lot expiration dates while netting on-hand inventory quantities. Customer quotes with a high probability of becoming orders can be easily included in your MRP planning, giving you a more accurate assessment of your future planning and financial picture.
Manufacturing:Shop Floor Control
Macola’s Version 7.5 Shop Floor Control (SFC) is a comprehensive and powerful tool for controlling and effectively executing manufacturing production plans - including the workers, materials, machines and time utilized in production. Its unique features interface with a number of Macola’s other manufacturing software modules. Macola’s SFC allows you to quickly and efficiently create shop orders and control all aspects of the order without entering a lot of unnecessary data. It provides you the added flexibility to keep on top of internal or customer-driven changes, including changes to quantity and dates, even after release.
With SFC, jobs can be used to group multiple shop orders, or if you do not require grouping, it can be easily configured to create jobs when Shop Orders are created.
For manufacturers producing a number of products both in stocking and customer environments, Progression’s Inventory Management (I/M), Bill of Material (BOM) and Standard Product Routing (SPR) modules will speed the creation of shop orders.
Standard Costing is a comprehensive and powerful tool for maintaining standard, current and projected costs for both accounting and manufacturing operations. Its unique cost features are ideal for helping you manage the planning and budgeting of your entire operation.
For manufactured items, Macola’s S/C package maintains cost for items manufactured in Shop Floor Control (SFC) and Production Order Processing (POP). Total material and value-added costs for manufactured items can be easily determined based on the product structure as entered in the Bill of Materials (BOM) package. The value-added costs for manufactured items, labor, overhead and outside service costs, will be easily determined from the Standard Product Routing (SPR) package.
S/C lets you easily spot all standard cost changes quickly and helps you avoid deteriorating profit margins, without constantly re-evaluating the value of your inventory.
The S/C package enables a single cost change, such as a change at one operation of a routing to automatically set up a series of cost updates. It greatly decreases clerical effort and assures consistency and accuracy of all cost changes. Any changes in the bill of material will also be reflected in the current cost of every sub-assembly and end-item.
Manufacturing:Standard Product Routing
Macola’s Standard Product Routing (SPR) module is oriented toward any size make-to-stock manufacturer, but it also has the inherent flexibility to be used in job shops where jobs tend to be similar to earlier jobs.
SPR standardizes manufacturing routings, the information that describes the path a product follows on the shop floor as it flows through the production process. SPR routings are used in three valuable ways.
Sequencing Work - On the shop floor, in the form of shop packets, to describe the sequence of manufacturing operations, how the operations are to be performed, the type of machine required, the tools to be used, etc.
Scheduling - In production planning to calculate manufacturing lead-time and organize work center loads.
Costing - In production control and accounting, to set-up control records to trace the progress of the shop order and accumulate actual vs. planned costs. This is using SPR in conjunction with other Macola packages, such as Standard Costing (S/C), Shop Floor Control (SFC) and Manufacturing Cost Accounting (MCA).
Financial:Assets & Depreciation
Even large companies can fall into the trap of tracking assets on custom-programmed systems, or even by hand. This disrupts the flow of data and isolates vital information so that it is isolated and not readily available. Macola’s Assets & Depreciation (A/D) makes asset tracking practically automatic.
With A/D you can easily enter asset acquisitions, changes, transfers, and dispositions. A/D also supports any of 5 first-year starting date conventions for depreciation methods, including MACRS, as well as 9 different reporting entities per asset for both book and tax purposes. And for security you can maintain an audit trail with all changes and deletions to the Asset Files.
Processing customer orders is one of the most critical functions in any distribution and manufacturing business. Order entry and fulfillment must be done in a streamlined fashion, accuracy must be high, and the goods must be delivered where and when requested. Your customer service function needs the power and flexibility of Progression’s Order Entry (O/E) module. When you run O/E with the Accounts Receivable (A/R) and Inventory Management (I/M) modules, you will streamline every step of your order process, increasing customer service levels and reducing inventory.
O/E supports the three primary phases of order processing. It facilitates the order entry process, accepting orders and quotes, validating credit, and calculating pricing. It supports the picking and shipping process by recommending order lines, serial/lot/bins to be picked, and generating shipping documents such as labels, packing slips and bills of lading. Finally, it supports the billing process, closing the loop between customer service, the warehouse, and accounting.
O/E accommodates numerous types of orders, feature/option bills, kit items, stocked items, and non-inventory service charges. And O/E’s on-the-fly feature enables you to add or change customer and inventory information for streamlined entry and increased productivity during the order process.
Electronic Data Interchange (EDI)
Business practices have gone through a revolution in the past twenty years. Computerization and communication advances have remapped the global commercial landscape, providing industry with new and exciting opportunities for growth and expansion.
As part of a suite of cutting-edge software modules, Macola’s EDI module is a powerful, flexible system which provides an ever-expanding set of integration options to meet both today’s business needs as well as the industry demands of tomorrow.
Macola’s Advanced Distribution (ADV) application consists of a set of five specific functions: Landed Cost, Receiving Inspection, Hard Allocation, Multi Bin, and Confirm Pick.
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. Receiving Inspection aids your company in identifying items that need to be inspected; allows inventory to be tested, scrapped, or returned to vendor with the necessary cost accounting; and provides information for evaluating vendor quality performance. Hard Allocation allows you to commit specific serial, lot, and/or bin numbers to an order during the order entry process. Multi Bin permits easy location of parts, effectively uses available physical space, and minimizes labor cost of locating inventory. Confirm Pick updates the quantities of on-hand and allocated items by location.
This functionality provides added benefits and value to the way your business manages its operations. 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.
The ability to deliver the right product to the right place at the right time is the core of your business. Inventory is one of the largest investments a company makes. Ensuring that you have enough of the right product in stock, while avoiding stockouts and overstocks is a daily challenge. You are responsible for reducing investment in inventory and increasing inventory turns. Accomplish this with Macola’s Inventory Management (I/M) module.
I/M provides you with the tools to effectively manage and analyze your inventory. Sales and cost analysis, ABC analysis, obsolete inventory tracking, physical and cycle count features with trend accuracy analysis are just a few of the features that will enable you to maximize inventory turns while eliminating shortages and excess inventory investment.
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. Rules-based issue and receipt logic exists for serial/lot and bin transactions, which allows the system to make recommendations to closely follow material movement logic. The Serial/Lot Trace application allows you to trace the source and disposition of a selected serial/lot item. In addition, Progression is committed to FDA regulated industries and others requiring traceability down to the serial or lot level, including the pharmaceutical, medical instrument, and machinery industries.
Serial/Lot functionality 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 products.
Distribution:Production Order Processing
What makes Macola’s streamlined manufacturing solution special is the different ways it can be used to support your operations and the different sized companies it can accommodate.
For very small companies and those running with minimal staff, the entire process of taking a sales order, creating multiple levels of dependent production orders, and recording multi-level completions can be accomplished in only three transactions. Yet, the system can also be used by much larger firms with discrete responsibilities in customer service, materials management, production planning and control. And it is parameter driven to allow tailoring of the system to fit your unique environment.
The key is that Production Order Processing is a flexible manufacturing planning and execution system that supports multiple business environments, company sizes, and types of industry.
Distribution:Bill of Material
A strong bill of material processor can help manage and analyze the components and products your company produces. Progressions’ Bill of Material (BOM) module gives you those features. Plus, BOM is extremely flexible, incorporating powerful visual tools that integrate with Shop Floor Control (SFC) and Production Order Processing (POP) modules.
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 power.
Effective cash management is critical to the success of any business. Progression’s Bank Book (B/B) module manages and reconciles all of your cash accounts, giving you information about your company’s cash flow and empowering you to make more proactive decisions. Macola’s B/B will also allow you to transfer cash between cash accounts and maintain cash accounts in multiple currencies when used in conjunction with Progression’s Currency Manager (C/M) module.
When your company receives cash, you have the option of entering it into the system in three ways: as a prepayment in Order Entry (O/E), directly against a customer account in Accounts Receivable (A/R), or as part of a deposit ticket in Bank Book. This flexibility enables Macola to take control of your cash receipts regardless of how your company receives its income.
In addition to receiving cash, checks generated in Accounts Payable (A/P) and Payroll (PR) are recorded in B/B. This allows Bank Book to monitor all outgoing transactions facilitating cash management and account reconciliation. You also can enter bank transactions such as service charges and interest earned directly into Bank Book to ensure complete accuracy.
With the rapid growth of global opportunities, Macola’s Currency manager (C/M) module can provide your business with the ability to easily do business in multiple currencies.
Whether you are tracking purchases or sales, Progression’s Currency Manager interfaces with the Progression General Ledger (G/L), Accounts Receivable (A/R), Accounts Payable (A/P), and and Bank Book (B/B) packages to provide our with the exchange rate information you need to keep you on top of your international operations.
A currency Code is a 3-character code that signifies which currency code is being used. With Macola’s C/M module you can have an unlimited number of currency codes when processing your business transactions. When entering each currency code you also enter the gain/loss accounts for cash, A/R and A/P. Those accounts will then be used whenever a transaction is entered for that particular currency code.
C/M is a flexible and robust solution to processing transactions internationally with complete accuracy. The transactions recorded in Accounts Receivable (A/R) and Accounts Payable (A/P) will be recorded in their native currency, i.e. the currency of the country in which the vendor or customer is located.