MISys Primer

A. Introduction______________________________________________________________i
I. MISys Primer Overview___________________________________________________i
II. MISys/2000 Navigation___________________________________________________ii
1. MISys License________________________________________________________ii
2. Common Services_____________________________________________________ii
3. Administrative Services________________________________________________ii
4. Online User Guide_____________________________________________________ii
5. Test Base/ Exercises____________________________________________________ii
1._______________________________________________________________________ii
B. MISys Level 1___________________________________________________________B-1
I. ITEM NOTEBOOK LEVEL 1_____________________________________________B-1
1. MASTER TAB (L1 ITEM NOTEBOOK)_________________________________B-1
2. STOCK TAB (L1 ITEM NOTEBOOK)___________________________________B-4
3. SUPPLY TAB (L1 ITEM NOTEBOOK)__________________________________B-4
4. COSTS TAB (L1 ITEM NOTEBOOK)___________________________________B-4
5. ACTIVITY TAB (L1 ITEM NOTEBOOK)_________________________________B-4
6. NOTES TAB (L1 ITEM NOTEBOOK)__________________________________B-4
7. INQUIRY TAB (L1 ITEM NOTEBOOK)__________________________________B-4
8. TAXES TAB (L1 ITEM NOTEBOOK)___________________________________B-4
9. INVOICE TAB (L1 ITEM NOTEBOOK)__________________________________B-4
10. OPTIONS TAB (L1 ITEM NOTEBOOK)_______________________________B-4
II. LOCATION NOTEBOOK (LEVEL 1)_______________________________________B-4
1. ADDRESS TAB (L1 LOCATION NOTEBOOK)___________________________B-4
2. ITEMS TAB (L1 LOCATION NOTEBOOK)______________________________B-4
3. ALT LOCATIONS TAB (L1 LOCATION NOTEBOOK)______________________B-4
4. I/C LOCATIONS TAB (L1 - LOCATION NOTEBOOK)_______________________B-4
5. BINS TAB (L1 LOCATION NOTEBOOK)_______________________________B-4
III. Purchasing__________________________________________________________4
1. Section Agenda_______________________________________________________4
2. Master Files__________________________________________________________4
3. Activities_____________________________________________________________4

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A. Introduction
II. MISys Primer Overview

Learning Objectives:

Prepare the key user for assisting CA-Plus in setting up your MISys installation
Create master elements for each of the MISys Levels
Process key transactions
Demonstrate understanding how MISys would be implemented in a manufacturing facility by
simulating actual events using the system following events from a logical beginning to a
logical end.

Agenda

MISys Level Element

Introduction MISys Primer Overview 1.1
Navigation 1.2
MISys/2000 Setup 1.3
MISys Level 1 Inventory / Locations 2.1
Purchasing 2.2
Bill of Materials 2.3
Physical Inventory 2.4
Transfers 2.5
Update Costs 2.6
Additional topics
MISys Level 2 Manufacturing Orders 3.1
Master Production Scheduling 3.2
Material Requirements Planning 3.3
Additional Topics 3.4
MISys Level 3 Tools 4.1
Work Centres 4.2
Routings 4.3
Shop Loading 4.4
Shop Operations 4.5
Additional Topics 4.6

The student workbook has been laid out in the same format as the Agenda above. Each section
is identified with a specific element.

Hands-on (MIND-ON)

We will be using the Sample Company Inc. database that comes with each ACCPAC/MISys
installation (SAMINC). We will use Version 4.2 version of MISys.

With the introduction of each master file and transaction, the course includes
Instructor demonstration
Instructor led exercise
Periodically, there will be an individual exercise to tie together the previous sections. To ensure
that no one gets left behind during the course, in the individual exercises, we will be refreshing
our class database routinely so that we are all starting from a common point.

At the conclusion of each level there will be a series of questions (otherwise known as an exam)
to ensure that all course objectives are met.

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III. MISys/2000 Navigation

MISys License

Common Services
Company Profile
Fiscal Calendar (not used by MISys)
Scheduling (not used by MISys)
Currency
Optional Tables
Tax Services
Bank Services

Administrative Services
Users
Security Groups
User Authorizations
Customization Directories
Data Integrity
Data Activation
Restart Maintenance

Online User Guide

IV. Test Base/ Exercises

V. MISys/2000 Setup

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B. MISys Level 1
Master Files Item
Location
Supplier
Bill of Material
How to . Create an item three ways
Create a purchase order/receive it
Create and post cycle counting batch
Create a bill of Material
Transfer Material every which way
Run Item, BOM, Purchasing, and transaction reports
Concepts Auto-Build
Item Type
Order Points
Unit of Measure (Purchasing and Stocking)
Purchasing Cycle

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II. ITEM NOTEBOOK LEVEL 1

When the Items notebook appears, do one of the following to select the Item you wish to view:

Enter the code of the Item in the Item No. field.

Click the Finder button and select the Item from the Finder list.
Click the Next and Previous buttons until you locate the Item you wish to view.

1. MASTER TAB (L1 ITEM NOTEBOOK)

Description The primary description of the Item (up to 45 characters).

The secondary description of the Item (up to 45 characters).
Reference A number associated with this item; up to 24 characters. This field may be used
for any purpose (e.g. blueprint number, former item number, or other cross
reference).
Sales No. The number of the corresponding item in the ACCPAC (sales) Inventory Control
database.
Item Type The type of Item being described:
Raw material - An item that you use in the manufacturing process which is kept in
your stockroom (e.g. nuts, bolts, washers).

Resource - An item that you use in the manufacturing process which is not kept in your stockroom
(e.g. electricity, water, labor).
Assembly - An item which you assemble using a bill of material.

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Bulk Issue - An item that you issue to the production floor in bulk, but use
piecemeal.
Outside Processing - An item which you acquire from an outside subcontractor
(e.g. pre-assembled PC board).
Std. Cost The value which you assign as the cost of this item.
Segment Code If you have mapped the Item segment to a ACCPAC General Ledger account
segment, the ACCPAC General Ledger Segment Code for this Item.

Account Set If you have selected Overlay mapping, the Account Set associated with this Item.
If blank, the Default Set will be assigned and the default account numbers will be
used for all accounting transactions for this item.
Purchase U/M The Purchasing unit; up to 6 alpha-numeric characters (e.g. SKID, TON, BAG).
X The conversion factor between the Purchasing and Stocking units (with up to 6
decimal places).
Stock U/M The Stocking unit; up to 6 alpha-numeric characters (e.g. EACH, OZ, LB).

SL Tracking TypeCommon - To identify this Item as one for which MISys/2000 should not record
serial or lot numbers.
Lot Tracked - To identify this Item as one for which MISys/2000 should record lot
numbers.
Serialized - To identify this Item as one for which MISys/2000 should record serial
numbers.
SLT DispensationSL Number - To present SL numbers in ascending number order.
To present SL numbers in expiration date order, earliest date first.
FIFO - To present SL numbers in the order they were created, oldest numbers
first.

LIFO - To present SL numbers in the reverse order they were created, newest numbers first.

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2. STOCK TAB (L1 ITEM NOTEBOOK)

Minimum The minimum allowable quantity for this item (appears as the default quantity for
specific locations).
Maximum The maximum allowable quantity for this item (appears as the default quantity for
specific locations).
Lot Size The quantity of items in one ordering unit (i.e. screws come in bags of 1000,
pencils come in boxes of 144).
PI Cycle The physical inventory cycle to which this item belongs; a number from 0-99.
Cycle 0 will be included in all physical inventory counts.
Reorder The point at which additional quantities of this item should be purchased (usually
between the minimum and maximum levels). Appears as the default quantity for
specific locations.
Order Qty. The quantity of this item which you usually purchase when reordering (appears
as the default quantity for specific locations).
Order Lead The number of days usually needed to acquire this Item.
Pick Seq. The default picking sequence to be associated with specific Locations.
Stock The total quantity of this Item in Stock at all Locations.
WIP The total quantity of this Item in WIP at all Locations.
Reserve The total quantity of this Item in Reserve at all Locations.
On Order The total quantity of this Item On Order at all Locations.

If you have enabled the Bin Tracking option in the Setup notebook, the Item Inquiry function has
additional capabilities. Click the Bin Tracking icon for more information.

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Click the Location container on the Stock tab to view the following Location specific fields:

Location The warehouse or stockroom where this Item is inventoried.

Pref. Displays Yes to identify the preferred Location.
Stock The quantity of this Item in Stock at this Location.
WIP The quantity of this Item in WIP at this Location.
Reserve The quantity of this Item in Reserve at this Location.
On Order The quantity of this Item On Order at this Location.
I/C On Hand The quantity on hand in the ACCPAC I/C Location that is mapped to this
Location.
I/C Sales Order The quantity on sales orders in the ACCPAC I/C Location that is mapped to this
Location.

Pick The aisle, bay, bin, box, etc. at this Location where you store this item; up to 24
characters formatted according to your entries in the Setup notebook.
Minimum The minimum allowable quantity for this Item at this Location.
Maximum The maximum allowable quantity for this Item at this Location.
Reorder The point at which additional quantities of this Item should be purchased for this
Location.
Order Qty. The quantity of this Item, which you usually purchase when reordering for this
Location.

Last Inventory The date the last physical inventory was performed at this Location.
Cum. Variance The adjustment to the quantity of this Item which has been made by physical
inventories at this Location.

The Cumulative Variance statistic is reset by the Housekeeping function Reset Statistics.

If you have enabled the Bin Tracking option in the Setup notebook, the Stock tab has additional
functionality. Click the Bin Tracking icon for more information.
If you have enabled the Serial/Lot Tracking option in the Setup notebook, the Stock tab has
additional functionality. Click the Serial/Lot Tracking icon for more information.

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3. SUPPLY TAB (L1 ITEM NOTEBOOK)

Number A number which uniquely identifies this Manufacturer.

Pref. Displays Yes to identify the preferred Manufacturer.
Name The name of the manufacturer who makes this Item.
Part No. The manufacturer's part number for his version of the Item.

Click the Supplier container on the Stock tab to view the following Supplier specific fields:

Supplier The number of the Supplier who sources this Item.

Pref. Displays Yes to identify the preferred Supplier.
Part No. The Supplier's part number for this Item.

Units The Purchasing Unit of Measure used by this Supplier.

Conversion The factor used by this Supplier to convert Purchasing Units to Stocking Units.
Order Lead The approximate number of days needed to acquire this Item from this Supplier.
Last Order The number of the last purchase order issued to this Supplier for this Item.
Functional Unit CostThe last price you paid this Supplier for this Item in the functional currency (if
known, otherwise leave it zero).
Volume The quantity on the purchase orders for this Item issued to this Supplier.

Supplier Name The name of this Supplier as established in the Supplier Master notebook.

The Volume statistic is reset by the Housekeeping function Reset Statistsics.

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If the Multi-currency option has been enabled for this company database, enter the following field:

Source Unit CostThe last price you paid this Supplier for this Item in the suppliers currency (if
known, otherwise leave it zero).
Currency The currency associated with this Supplier.

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4. COSTS TAB (L1 ITEM NOTEBOOK)

Standard Unit Cost The cost assigned as the value of this item for inventory valuation purposes.
Average Unit Cost The weighted moving average cost of this item, calculated as: ((Avg. Cost) x
(Stock Qty.) + (New Qty.) x (Recent Cost)) / ((Stock Qty.) + (New Qty.))
Recent Unit Cost The actual price paid for the item at the time a purchase order detail is closed.
Stock The quantity of the Item in Stock.
WIP The quantity of the Item in WIP.
Reserve The quantity of the Item in Reserve.
On Order The quantity of the Item On Order.
The Standard Cost LIFO/FIFO container displays a five-level stack of changes in the Standard
Cost of the selected Item. A new stack level is created whenever the Standard
Cost of the Item is changed. Costs are averaged in the lowest stack level.
The Purchase Cost History container displays the quantity, date and price paid for the last nine
purchases of this Item.
(If the Aggregate Purchase Price History option is disabled in the Setup
notebook, the Supplier and Purchase Order number for each purchase. If the
option is enabled, then purchases at a specific price are aggregated to show only
one entry per price and no Supplier or Purchase Order number is displayed.)

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5. ACTIVITY TAB (L1 ITEM NOTEBOOK)

# The number of the Activity Monitor being displayed: 1, 2, or 3.

Status The status of the Activity Monitor being displayed: Inactive, Active, or Stopped.
Volume The quantity of this Item recorded by the Activity Monitor while the Monitor has
been running.
Days The number of days that have elapsed while the Monitor has been running.
Activity The type of activity being monitored: Used, Built, or Received.
Started The date this Activity Monitor started running.
Stopped The date this Activity Monitor stopped running.
Days Off The number of days this Activity Monitor was stopped since it was started
running.
Last Use The date this Item was last used in a stock transfer.
Last PI Date PostedThe date the last physical inventory batch containing this Item was posted.
Cumulative VarianceThe adjustment to the quantity of this Item which has been made by physical
inventories at all Locations.

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6. NOTES TAB (L1 ITEM NOTEBOOK)

Notes Any general notes you wish to keep for this Item (up to 200 characters).
Document The complete path and filename of an attached word processing document.
Click the Document button to launch the associated application with the indicated
filename.
Picture The complete path and filename of an attached picture.
Click the Picture button to launch the associated application with the indicated
filename.

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7. INQUIRY TAB (L1 ITEM NOTEBOOK)

History To view the transaction history of this Item.

Where Used (BOMs) To view a list of the Bills of Material in which this Item is a component.

Purchase Orders To view a list of the purchase orders in which this Item is included.

Manufacturing Orders To view a list of the Manufacturing Orders in which this Item is included
(applies to assembled items only).

Where Used (MOs) To view a list of the Manufacturing Orders in which this Item is a
component.

Where Used (WC) To view a list of the Work Centers in which this Item is a Resource.

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8. TAXES TAB (L1 ITEM NOTEBOOK)

Tax Authorities and Classes are maintained in the Tax Services application of the ACCPAC
System Manager.

9. INVOICE TAB (L1 ITEM NOTEBOOK)

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10. OPTIONS TAB (L1 ITEM NOTEBOOK)

The Options tab is used to view data entered in the Optional Fields defined for Items.
Optional Fields for Items are maintained in the MISys/2000 Setup notebook.

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III. LOCATION NOTEBOOK (LEVEL 1)

1. ADDRESS TAB (L1 LOCATION NOTEBOOK)

Address The physical and/or mailing address of this manufacturing location. Up to 4

address lines can be used.
City The city where this manufacturing operation is located.
State/Prov. The state or province where this manufacturing operation is located.
Zip/Postal The zip code or postal code associated with this manufacturing location.
Country The country where this manufacturing operation is located. It is customary to
leave this field blank if it is in your home country.

Contact The name of the person who is your contact at this manufacturing location.
Reference Any text you want to associate with this Location (up to 20 alphanumeric
characters).
Telephone The telephone number for this manufacturing location.
Fax The facsimile number for this manufacturing location.
G/L Segment Code If you have selected a General Ledger Segment for the Location
segment in the MISys/2000 Setup notebook, enter the Segment Code you wish
to associate with this Location, or use the Finder to select a valid Segment Code.

G/L Account SetIf you have selected Overlay for the Location segment in the MISys/2000 Setup
notebook, enter the Account Set you wish to associate with this Location, or use
the Finder to select a valid Account Set Code.

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2. ITEMS TAB (L1 LOCATION NOTEBOOK)

Item No. The number of the Item now or previously inventoried at this Location.
Description The description of the Item now or previously inventoried at this Location.
Stock The quantity of this Item currently in Stock at this Location.
WIP The quantity of this Item currently in WIP at this Location.
Reserve The quantity of this Item currently in Reserve at this Location.
On Order The quantity of this Item currently On Order at this Location.
I/C On Hand The quantity of this Item on hand in the corresponding ACCPAC I/C Location.

I/C Sales Order The quantity of this Item on sales order at the corresponding ACCPAC I/C
Location.
Last Inventory The date of the last physical inventory of this Item at this Location.
Variance The quantity of this Item which has been adjusted by physical inventory counts at
this Location.

3. ALT LOCATIONS TAB (L1 LOCATION NOTEBOOK)

Location The number of the Alternative Location.

Name The name of the Alternative Location.

Alternative Locations are listed in their order of precedence.

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4. I/C LOCATIONS TAB (L1 - LOCATION NOTEBOOK)

Enter the ACCPAC [sales] Inventory Control Location, which is mapped to this manufacturing
Location. With this activiated you can see the quantity both on hand and on
order from the MISys item.
This will also allow you to retrieve sales orders and create Manufacturing Orders specific to a
customer order

5. BINS TAB (L1 LOCATION NOTEBOOK)

If you have enabled the Bin Tracking option in the Setup notebook, a Bins tab will appear.

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IV. Purchasing

1. Section Agenda

2. Master Files
Supplier
Supply Tab from Item Master

3. Activities
Import a supplier from Accounts Payable
Record supplier
Print the supplier reports
Create a supplier from scratch

Purchasing Cycle
Identify a requirement
Enter a PO
Print Approvals
Open PO
Print PO
Expedite PO
Receive against PO
Invoice
Close

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SUPPLIER NOTEBOOK (LEVEL 1)

ADDRESS TAB (L1 SUPPLIER NOTEBOOK)

Address Up to 4 lines of the Supplier address as you wish it to appear on purchase

orders.
City The city where this Supplier is located.
State/Prov. The state or province where this Supplier is located.
Zip/Postal The zip or postal code associated with this Supplier address.
Country The country where this Supplier is located. It is customary to leave this field blank
if it is in your home country.
Short name The name the program will use to produce an alphabetical list of Suppliers; first 6
characters only.
Contact The name of a person you contact at this Supplier.
E-mail The e-mail address of the person you contact at this Supplier.
Reference The customer account number given to you by this supplier.
Telephone The telephone number you use to call this Supplier.
Fax The telephone number you use to send fax messages to this Supplier.
Terms The credit terms offered to you by this Supplier.
Currency The currency in which this Supplier operates. Use the Finder to select one of the
valid currency codes set up in ACCPAC Common Services.
Rate Type The currency rate type you most often use with this Supplier. Use the Finder to
select one of the valid Rate Types set up in ACCPAC Common Services.
If you not enabled the Multi-currency Option in the ACCPAC Company Profile, the Currency and
Rate Type fields are not displayed.

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PURCHASING TAB (L1 SUPPLIER NOTEBOOK)

Ship via The default Ship via method you wish for Purchase Orders created for this
Supplier.
FOB The default FOB point you wish for Purchase Orders created for this Supplier.
Freight The default Freight method you wish for Purchase Orders created for this
Supplier.
Recipient The e-mail address where Purchase Orders for this Supplier should be sent. This
entry may be a specific email address (e.g. admin@caplus.com) or an email
address book entry (e.g. misys). Multiple recipients may be entered if separated
by commas.
Web URL The URL of the Web page maintained by this Supplier. This entry must begin with
"http://" (e.g. http://www.misysinc.com).
If you have a Web browser installed on your computer workstation, you click the
green Go button to the Suppliers Web page.

In the PO Delivery Method drop-down box:

Print To print hard-copy Purchase Orders for this Supplier.

Send via Email To send Purchase Orders for this Supplier via email.
To email Purchase Orders, you must have an email client such as Microsoft
Outlook Express or Qualcomm Eudora installed on your computer workstation.
Both To simultaneously send Purchase Orders via email and print hard copies of them.

If you have selected one of the email delivery methods, one of the following PO Delivery Formats:

Text To imbed the Purchase Order in the email message body as pure unformatted
text.
RTF To attach the Purchase Order to the email message as a Rich Text (RTF)
formatted document.
Some email clients will imbed an attached RTF document in the body of the
email message.
HTML To attach the Purchase Order to the email message as an HTML formatted
document.
Some email clients will imbed an attached HTML document in the body of the
email message.

If the checkbox labeled Inactive is checked, you will not be allowed to create Purchase Orders for
this Supplier. Existing Purchase Orders are unaffected.

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OPTIONS TAB (L1 SUPPLIER NOTEBOOK)

These optional fields are set up in the same manner as

TAXES TAB (L1 SUPPLIER NOTEBOOK)

Tax Group The group set up in ACCPAC Tax Services to define the tax responsibilities of
this Supplier.
Authority The Authorities set up in ACCPAC Tax Services to define the Supplier's tax
responsibilities within the Tax Group.
Classes The Class set up in ACCPAC Tax Services to define the Supplier's tax
responsibilities within the Tax Authority.
Tax Registration No. The Supplier's tax registration number for each Authority.

If you have not enabled PO Tax Support, the Taxes tab will not appear since the information it
contains is irrelevant.

STATISTICS TAB (L1 SUPPLIER NOTEBOOK)

Last PO No. The number of the last purchase order issued to this Supplier.
Volume The total currency value of the purchase orders issued to this Supplier.
Total Orders The total number of details in the purchase orders issued to this Supplier.
Total Days The difference between the Order date and the Close date for all details in the
purchase orders issued to this Supplier.
Average Lead The average number of days required to obtain the details in the purchase orders
issued to this Supplier. Calculated by dividing the Total Days by the Total Orders.
Last PO Date The date of the last purchase order issued to this Supplier.
Total Overdue Orders The total number of purchase order details in which the actual due date
exceeded the promised date.
Total Overdue Days The total number of days between the actual due date and the promised
date for all details in the purchase orders issued to this Supplier.
Avg. Overdue Days The average number of days the details in the purchase orders issued to
this Supplier were overdue. Calculated by dividing the Total Overdue Days by the
Total Overdue Orders.

The statistics for Total Orders, Total Days, Total Overdue Orders, and Total Overdue Days are
reset by the Housekeeping function Reset Statistics.

ITEMS TAB (L1 SUPPLIER NOTEBOOK)

Item No. The MISys/2000 Item number of the product supplied by this Supplier.
Description The description of the Item being supplied by this Supplier.
Product Code The Supplier's item number of the product supplied by this Supplier.
Last Order The date of the last purchase order to this Supplier for this Item.
Last Price The price you last paid to this Supplier for this Item.
Volume The currency value of the purchase orders issued to this Supplier for this Item.

The Volume statistic is reset by the Housekeeping function Reset Statistics.

Units The Purchasing Unit of Measure identified for this Item by this Supplier.
Conversion The factor used by this Supplier to convert Purchasing Units of Stocking Units.
Order Lead The number of days needed to acquire this Item from this Supplier.

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POs TAB (L1 SUPPLIER NOTEBOOK)

PO Number The number of the Purchase Order issued to this Supplier.

Status The status of the Purchase Order issued to this Supplier: Inactive, Open, or
Closed.
Order Date The date this Purchase Order was opened.
Order Total The total quantity of the specified Item ordered on this PO detail.
Received Total The total quantity of the specified Item received on this PO detail.
Invoiced Total The total quantity of the specified Item invoiced on this PO detail.
Location The Location where this PO detail will be received.
Job The Job associated with this PO detail.

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CREATE A PURCHASE ORDER (L1 PURCHASE ORDERS)

It is always a good idea to know:

What? Part Number
How Much? Quantity you need and the unit of measure.
Who? The supplier you normally purchase it from
When? The day you need the material
Why? Know the driver of this requirement (forecast, Sales order,
Mfg order, reordering trigger)

Armed with as much information as possible.

When a new PO is created you have the option to create a Purchase Order from a previous PO

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