PeachPro sets you free
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PeachPro sets you free
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| IAA Auto Assemblies in Inventory Assemblies |
Do you have numerous assemblies in your Peachtree inventory?
Is it tedious to have to assemble a quantity of these assemblies using
Peachtrees one-at-time function? With IAA -- Auto Assemble Items the
system will automatically go through existing assembly items and
compare the reorder level to the quantity on hand and then assemble a
sufficient quantity of the items to leave the quantity on hand equal
to the sum of the reorder level and reorder quantity. For each item
assembled a report is printed which lists department number, part
number, old and new quantity on hand. Frequently, the quantity on
hand for these assembly items is negative before running this feature.
IAA is available within Inventory processing as shown below:
+------------- PCA Main Menu --------------+ | G - General Ledger | | A - Accounts Payable | | R - Accounts R+---------- Inventory Main Menu -----------+ | S - Invoicing/| M - Maintenance Programs | | I - Inventory | P - Processing Programs | | P - Payroll | R - Report Pro+------- Inventory Processing Menu -------+ | F - Fixed Asse| | Q - Query Inventory Items | | J - Job Cost | | E - Enter Inventory Transactions | | O - Purchase O| | W - Assemble/Disassemble Items | | U - Utilities | | C - Close Current Period | | Q - Peachtree | | | | M - Additional| | | +----------------| | | | | | | | | +----------------| | | | | | +------------------------------------------+
When choosing W - Assemble/Disassemble Items with IAA active an extra option will be present:
+-- Assemble/Disassemble Options ---+ | W - Assemble/Disassemble Items | | A - Auto Assemble Items | +-----------------------------------+ F10-Done ShF10-Home
Selecting W runs the normal Peachtree assemble/disassemble code
which allows one-at-time assembly/disassembly.
Selecting A invokes the new capability to scan through all
assemblies and automatically create assemblys sufficient to bring the
quantity on hand up to the the sum of the reorder level and reorder
quantity. This function only works for Product type assemblies.
Assemblies of a Service type are not handled as Peachtree does not
consider service items as having a quantity on hand.
When selecting A, the user is prompted for a control report.
It is highly recommended that the control report be run each time, as
the only indication of activity is a brief display on the screen that
the assembly mode is in operation.
A sample control report is shown below.
PRINT CONTROL REPORT? (Y/N): Y PRESS 'ENTER' TO CONTINUE WITH REPORT +--- Control Report ----+ | D - Detailed Listing | | S - Summary Listing | +-----------------------+ F1-Help
SOLD TEN CARS RUN DATE: 02/16/99 W.D. Peachtree & Company PAGE 1 RUN TIME: 9:17 AM Inventory Control Assembly/Disassembly Control Report -------------------------------------------------------------------------------- Type Dept Item # Quantity WAS Quantity IS ---- ---- --------------- ------------ ------------ ASSEMBLED: MAIN...: P CAR CAR 5.00 15.00 COMP(S): P CAR transmission 306.00 296.00 COMP(S): P CAR Body 90.00 80.00 COMP(S): P CAR Engine 150.00 140.00 ASSEMBLED: MAIN...: P CAR Engine 140.00 150.00 COMP(S): P CAR Starting Assy 30.00 20.00 COMP(S): P CAR Block 30.00 20.00 COMP(S): P CAR Cooling Sys 12.00 2.00 ASSEMBLED: MAIN...: P CAR Starting Assy 20.00 30.00 COMP(S): P CAR Ignition Sys 30.00 20.00 COMP(S): P CAR Battery 21.00 11.00 COMP(S): P CAR Starter 11.00 1.00 ASSEMBLED: MAIN...: P CAR Body 80.00 90.00 COMP(S): P CAR chassis 100.00 90.00 COMP(S): P CAR doors 70.00 60.00 COMP(S): P CAR bumper assy 30.00 20.00 ASSEMBLED: MAIN...: P CAR Cooling Sys 2.00 12.00 COMP(S): P CAR Radiator 29.00 19.00 COMP(S): P CAR Fan 29.00 19.00 COMP(S): P CAR Pulley 30.00 20.00 ASSEMBLED: MAIN...: P CAR Ignition Sys 20.00 30.00 COMP(S): P CAR Coil 16.00- 26.00- COMP(S): P CAR Points 453.00 433.00 ASSEMBLED: MAIN...: P CAR Pulley 20.00 30.00 COMP(S): P CAR Pulley shaft 2.00- 12.00- COMP(S): P CAR Pulley groove 1084.00 1054.00 ASSEMBLED: MAIN...: P CAR bumper assy 20.00 30.00 COMP(S): P CAR front bumper 53.00 43.00 COMP(S): P CAR rear bumper 12.00 2.00 ASSEMBLED: MAIN...: P CAR doors 60.00 70.00 COMP(S): P CAR door - frt lft 137.00 127.00 RUN DATE: 02/16/99 W.D. Peachtree & Company PAGE 2 RUN TIME: 9:17 AM Inventory Control Assembly/Disassembly Control Report -------------------------------------------------------------------------------- Type Dept Item # Quantity WAS Quantity IS ---- ---- --------------- ------------ ------------ COMP(S): P CAR door - frt rt 136.00 126.00 COMP(S): P CAR door - rear lft 136.00 126.00 COMP(S): P CAR door - rear rt 185.00 175.00 ASSEMBLED: MAIN...: P CAR rear bumper 2.00 12.00 COMP(S): P CAR guards-rear bum 135.00 95.00 COMP(S): P CAR plastic cov bpr 169.00 129.00 COMP(S): P CAR nuts 2045.00 1945.00 *** End of Assembly/Disassembly Control Report ***
In the above example 10 cars were sold which put the inventory
10 below the trigger quantity. When the Auto Assembly was run the
program looped through all the assemblies and compares current
quantities with the reorder level and reorder quantity. Where
assemblies are deficient, sufficient assemblies are completed to bring
that quantity up to that requirement.
In the example report above the CAR is made up of numerous
subassemblies which are in turn made up of other subassemblies. Ten
engines used triggered a need for 10 Starting Assys, which triggered a
need for 10 Ignition Sys, and thence 10 Coils and 20 Points. The
inventory level on Coils was -16 and went to -26 after assembling the
10 Ignition Systems.
The Auto Assembly routines loops through the assemblies until
it can find no assemblies that are not assembled to a sufficient level
to meet the criteria. This multiple looping is necessary since the
assembly of one item may trigger a further assembly of an item that
had already been assembled to meet an existing requirement. As an
example, trace the assembly tree from CAR to Body to bumper assy to
rear bumper. Thus, the control report might show that a given item
may be assembled multiple times as the overall asembly process takes
place.
It is recommended that a Inventory Status Report be run after
running the Auto Assembly routine. This will show those inventory
items that are now in a negative status and will clarify the total
items assembled. See, for example, the Coil and Pulley Shaft in the
report below:
AFTER SALE OF 10 CARS
RUN DATE: 02/16/99 W.D. Peachtree & Company PAGE 1
RUN TIME: 9:35 AM Inventory Control
Inventory Status Report
------------------------------------------------------------------------------------------------------------------------------------
DEPARTMENT: CAR
BEGINNING UNITS UNITS ON
ITEM NUMBER DESCRIPTION BALANCE SALES RETURNS RECEIPTS ADJMTS. COMPNTS PENDING AVAILABLE ORDER
--------------- -------------------- --------- --------- --------- --------- --------- --------- --------- ------------ ----------
Battery Car Battery 0.00 0.00 0.00 275.00 0.00 264.00 0.00 11.00 15.00
Block Engine Block 0.00 0.00 0.00 254.00 0.00 234.00 0.00 20.00 1.00
Body car body 0.00 0.00 0.00 179.00 0.00 89.00 0.00 90.00 1.00
CAR Car 0.00 74.00 0.00 89.00 0.00 0.00 0.00 15.00 0.00
Coil ignition coil 0.00 0.00 0.00 265.00 0.00 291.00 0.00 26.00- 0.00
Cooling Sys Cooling Sys 0.00 0.00 0.00 246.00 0.00 234.00 0.00 12.00 0.00
Engine Engine 0.00 0.00 0.00 239.00 0.00 89.00 0.00 150.00 0.00
Fan Radiator fan 0.00 0.00 0.00 265.00 0.00 246.00 0.00 19.00 0.00
Ignition Sys Ignition sys 0.00 0.00 0.00 294.00 0.00 264.00 0.00 30.00 0.00
Points Ignition points 0.00 0.00 0.00 1015.00 0.00 582.00 0.00 433.00 0.00
Pulley Fan Pulley 0.00 50.00 0.00 326.00 0.00 246.00 0.00 30.00 0.00
Pulley groove pulley groove 0.00 0.00 0.00 2020.00 0.00 966.00 0.00 1054.00 0.00
Pulley shaft Pulley Shaft 0.00 0.00 0.00 310.00 0.00 322.00 0.00 12.00- 0.00
Radiator Radiator 0.00 0.00 0.00 265.00 0.00 246.00 0.00 19.00 0.00
Starter Starter 0.00 0.00 0.00 265.00 0.00 264.00 0.00 1.00 0.00
Starting Assy Starting Assy 0.00 0.00 0.00 264.00 0.00 234.00 0.00 30.00 0.00
bumper assy bumper assy 0.00 20.00 0.00 222.00 0.00 172.00 0.00 30.00 0.00
chassis chassis 0.00 0.00 0.00 262.00 0.00 172.00 0.00 90.00 0.00
connectors connectors - piston 0.00 0.00 0.00 2050.00 0.00 838.00 0.00 1212.00 0.00
cotter pin cotter pin - shift 0.00 0.00 0.00 3100.00 0.00 1353.00 0.00 1747.00 0.00
crank crank - door glass 0.00 20.00 0.00 15.00 0.00 0.00 0.00 5.00- 0.00
cylinder Engine cylinder 0.00 0.00 0.00 25.00 0.00 8.00 0.00 17.00 0.00
door - frt lft door - frt lft 0.00 0.00 0.00 266.00 0.00 139.00 0.00 127.00 0.00
door - frt rt door - frt rt 0.00 0.00 0.00 265.00 0.00 139.00 0.00 126.00 0.00
door - rear lft door - rear lft 0.00 0.00 0.00 265.00 0.00 139.00 0.00 126.00 0.00
door - rear rt door - rear rt 0.00 0.00 0.00 314.00 0.00 139.00 0.00 175.00 0.00
doors door - car 0.00 0.00 0.00 139.00 0.00 69.00 0.00 70.00 0.00
drive assy drive assy 0.00 0.00 0.00 157.00 0.00 127.00 0.00 30.00 0.00
drive shaft drive shaft 0.00 0.00 0.00 515.00 0.00 314.00 0.00 201.00 0.00
forward gear forward gear 0.00 0.00 0.00 35.00 0.00 5.00 0.00 30.00 0.00
front bumper front bumper 0.00 0.00 0.00 265.00 0.00 222.00 0.00 43.00 0.00
gasket - oil gasket - oil pan 0.00 0.00 0.00 265.00 0.00 32.00 0.00 233.00 0.00
gear 1st gear 1st 0.00 0.00 0.00 265.00 0.00 30.00 0.00 235.00 0.00
gear 2nd gear 2nd 0.00 0.00 0.00 275.00 0.00 30.00 0.00 245.00 0.00
gear 3rd gear 3rd 0.00 0.00 0.00 275.00 0.00 30.00 0.00 245.00 0.00
gear 4th gear 4th 0.00 0.00 0.00 300.00 0.00 30.00 0.00 270.00 0.00
gear box gear box 0.00 0.00 0.00 505.00 0.00 127.00 0.00 378.00 0.00
glass - door glass - door 0.00 0.00 0.00 50.00 0.00 0.00 0.00 50.00 0.00
guards-rear bum guards - rear bumper 0.00 0.00 0.00 715.00 0.00 620.00 0.00 95.00 0.00
handle handle -glass door c 0.00 0.00 0.00 25.00 0.00 0.00 0.00 25.00 0.00
lever lever - shift assy 0.00 0.00 0.00 525.00 0.00 157.00 0.00 368.00 0.00
linkage linkage - shift assy 0.00 0.00 0.00 751.00 0.00 471.00 0.00 280.00 0.00
nuts nuts 0.00 0.00 0.00 6000.00 0.00 4055.00 0.00 1945.00 0.00
oil pan oil pan 0.00 0.00 0.00 281.00 0.00 1.00 0.00 280.00 0.00~E
RUN DATE: 02/16/99 W.D. Peachtree & Company PAGE 2
RUN TIME: 9:35 AM Inventory Control
Inventory Status Report
------------------------------------------------------------------------------------------------------------------------------------
DEPARTMENT: CAR
BEGINNING UNITS UNITS ON
ITEM NUMBER DESCRIPTION BALANCE SALES RETURNS RECEIPTS ADJMTS. COMPNTS PENDING AVAILABLE ORDER
--------------- -------------------- --------- --------- --------- --------- --------- --------- --------- ------------ ----------
piston Piston 0.00 0.00 0.00 362.00 0.00 8.00 0.00 354.00 0.00
plastic cov bpr plastic rear bumper 0.00 0.00 0.00 749.00 0.00 620.00 0.00 129.00 0.00
rear bumper rear bumper 0.00 0.00 0.00 234.00 0.00 222.00 0.00 12.00 0.00
rev gear rev gear 0.00 0.00 0.00 255.00 0.00 5.00 0.00 250.00 0.00
rev pinion gear rev pinion gear 0.00 0.00 0.00 300.00 0.00 0.00 0.00 300.00 0.00
reverse gear reverse gear 0.00 0.00 0.00 596.00 0.00 419.00 0.00 177.00 0.00
rings rings - piston 0.00 0.00 0.00 196.00 0.00 0.00 0.00 196.00 0.00
shaft shaft - shift assy 0.00 0.00 0.00 1500.00 0.00 451.00 0.00 1049.00 0.00
shift assy shift assy 0.00 0.00 0.00 307.00 0.00 127.00 0.00 180.00 0.00
spark plug spark plug 0.00 0.00 0.00 450.00 0.00 8.00 0.00 442.00 0.00
trans elect ctl trans electronic ctl 0.00 0.00 0.00 427.00 0.00 127.00 0.00 300.00 0.00
transmission Car Transmission 0.00 0.00 0.00 385.00 0.00 89.00 0.00 296.00 0.00
u-joint u-joint 0.00 0.00 0.00 444.00 0.00 314.00 0.00 130.00 0.00
u-joint gear 1 u-joint gear 1 0.00 0.00 0.00 619.00 0.00 439.00 0.00 180.00 0.00
u-joint gear 2 u-joint gear 2 0.00 0.00 0.00 800.00 0.00 439.00 0.00 361.00 0.00
window gears window gears 0.00 0.00 0.00 834.00 0.00 0.00 0.00 834.00 0.00
--------- ------------
DEPARTMENT TOTALS 0.00 15734.00
NUMBER OF ITEMS: 60.00 ========= ============
GRAND TOTALS: 0.00 15734.00
NUMBER OF ITEMS: 60.00 ========= ============
*** End of Inventory Status Report ***
As an additional note, the Component Item Flag should be set to "C" on items within assemblies. If it is set to "S", stand-alone saleable item, an error flag will appear and that item will not be included in the Auto Assembly process. This same warning would appear when previously assembling items one at a time.
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