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Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic

ERP Compatibility

Infor® VISUAL® Manufacturing ERP / Infor® VISUAL® Enterprise ERP / Infor® 10 ERP Express

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VISUAL is a registered trademark of Infor.

Enhanced Engineering Master Selection Customization

This customization for Infor VISUAL© Manufacturing / Infor10 ERP Express allows for an enhanced routine for selecting the correct engineering master when creating a new work order from the customer order entry window. The criteria for selecting the correct engineering master are based on the quantity being ordered and whether an engineering master was defined for the part.

Description

In order to use this customization you will start by entering your order as you usually would, selecting the option to create new work orders for the appropriate lines: 

  • The parts here have the following characteristics:
    • HW1000000A10009 is a fabricated, non-stocked part that does not have an engineering master defined.
    • HW1000000B10009 is a fabricated, non-stocked part that does not have an engineering master defined.
    • HW200EM is a fabricated, non-stocked part that does have an engineering master defined.  Three Eng IDs are defined for this part and a min / max quantity has been specified in the USER_1 and USER_2 fields of the engineering master header card.
    • 017-5601 is a purchased part.
    • 018-5601 is a fabricated, stocked part.

Next you will save the order as usual.  Now you run the 'Update Work Orders' macro from the macro menu in order to run the customization:

It will ask you for confirmation that you wish to run the macro and, upon hitting Yes, the customization will process each line updating the work orders accordingly.  For the above example, the following occurs per line:

  • HW1000000A10009 started off as an empty work order structure because no engineering master was defined.  The customization used a masking logic to determine that the appropriate engineering master for this part was A109 using the 9th, 10th, 11th, and 14th characters of the part ID.  This structure was loaded into the empty work order structure.
  • HW1000000B10009 started off as an empty work order structure because no engineering master was defined.  The customization used a masking logic to determine that the appropriate engineering master for this part was B109 using the 9th, 10th, 11th, and 14th characters of the part ID.  This structure was loaded into the empty work order structure.
  • HW200EM started off with a work order structure populated with the contents of the default engineering master for that part.  The customization first clears this structure and then determines the most appropriate engineering master to use by comparing the line quantity with the min / max quantities defined on the engineering master header cards.  In this situation we are ordering 11 which means HW200EM/2 is the most appropriate as it has a min qty defined as 11 and a max defined as 0 (infinite).  This structure is loaded into the newly created work order.
  • 017-5601 is a purchased part so we do nothing to this line (aside from marking it as processed).
  • 018-5601 is a fabricated stocked part so the only thing we do with this line is write "STOCK REQUEST" (text is configurable in settings) to USER_1 (also configurable in settings).

As each line is processed we mark USER_2 (configurable in settings) with the letter 'Y' to indicate that this line has already been processed.  This allows for this customization to be re-run as new lines are added without changing the already processed lines.  
Upon completion, a log file is presented outlining the exact steps that were performed for each line: 

Configuration

There are several configuration settings controlled within the macro.  In order to maintain these settings, go to Edit on the macro drop-down:

Contact SaberLogic today to learn more!

Screenshots

Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic - Screen Shot 1 Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic - Screen Shot 2 Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic - Screen Shot 3 Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic - Screen Shot 4 Enhanced Engineering Master Selection Customization for Infor VISUAL ERP by SaberLogic - Screen Shot 5

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