Expand the Plan

Expanding your implementation plan can also be easy.

Example - Purchasing

Now that you have the work order process flowing smoothly, a few stockrooms and  many parts setup, it is time to start using the reorder process to it's fullest potential.

SETUP - Start by creating purchasing personnel in MAPCON. Give them authority as a  Purchasing Agent, and maybe they can Approve Purchase Requisitions and/or  Purchase Orders up to a set dollar amount.

Set Software Switches to determine how much of the Purchasing system is used. For  example, does the process end at Receiving, or do you need to Reconcile the invoice?  Is there more than one person who needs to approve the final Order?

INPUT - Enter Vendors in MAPCON. Associate inventory parts with each vendor.  When viewing inventory data entry, the vendor listed first is considered the Primary  Vendor and will be chosen first in the reorder process. Likewise, the first Stockroom  listed is considered the Primary Stockroom into which parts will be Received by default.  The Primary's are only suggested and are easily changed to process parts correctly.

In addition to parts, Purchase Requisitions and Orders can also be created directly  against work orders or cost centers.

PROCESS - Parts issued to work orders that fall below their set Minimum value will  create a Purchase Requisition automatically. Convert one or more Requisitions for the  same vendor to a Purchase Order that is then approved and sent to the vendor.

When parts are received, inventory quantities are updated so they can now be issued  to the work order. Both the Purchase Order and the Issue ticket number will show on  the Work Order Completion screen and can be accessed directly from there.

SCHEDULE - Come up with a deadline to have all parts for a given Vendor setup for  reordering. Or, use any other criteria (critical spare parts, all production parts, etc.) to  establish what is available for ordering in MAPCON at a given point in time.

MEASURE - After things have been running for awhile, run reports to check on your  progress. Common purchasing reports include Parts Ordered by Vendor, Parts  Received by Date, or one of the various Vendor Statistics reports to name just a few.

REPEAT - Go through these steps again and apply what you have learned to the next  phase. Start with critical information, than expand as time and resources allow.  Remember not everything can be input at once, nor should you expect to.