Material Management Quick Study Guide
Table of Contents Event Process in FabTrol MRP Production ………………………………….………. 1 Creating Projects for Production ……………………………………….…… 2 Project Specifications ……………………………………………………...…. 3 ABM Material Management Event Process …………………………………………. 4 Reviewing ABM Sequencing …………………………………………………. 5 Creating ABM Nests in the OptiMiser module …………………………………6 Reviewing the Parts to Cut ……………………………………………………. 7 Reviewing Available Stock ………………….……………………………… 8 Reviewing Purchasable Lengths …………………………………………….. 9 Setting Optimization Options and Calculating Nests …………………………… 11 Reviewing Nestings ………………………………………………………… 13 Adjusting Nestings ………………….………………………………………. 14 Approving Nestings …………………………………………………………. 15 Using a “Check Me” Nest to Identify Outstanding Items …………………… 15 Reviewing the ABM Buy List ………………………………………………… 16 Creating Purchase Orders ………………………………………….…………. 17 Filling Purchase Orders from the Buy List ……………………………………… 18 Issuing and Printing Purchase Orders …………………………………………… 19 Preposting Purchase Orders ……………………………………………………… 20 Reviewing ABM Reports …………………………………………………… 21 DBM Materials Management Process ………………………………….…………… 22 Linking Detailed Jobs to Advanced Bill Jobs ………………………….………… 23 Reviewing Sequence Assignments ……………………………………………… 24 Nesting DBM Cut Lists with ABM Material ……………………………..……… 25 Creating DBM Cut Lists ………………………………………………………26 Reviewing the Parts to Cut …………………………………………………… 27 Reviewing Available Stock ……………………………………………….…… 28 Reviewing Purchasable Lengths ………………………………………………… 29 Setting Optimization Options and Calculating Nests ………………………….. 31 Reviewing Nestings ……………………………………………………………. 33 Adjusting Nestings …………………………………………………………… 34 Approving Nestings ………………………………………………………….. 35 Using a “Check Me” Nest to Identify Outstanding Items ……………………… 35 Reviewing the Buy List ……………………………………………………… 36 Creating Purchase Orders ……………………………………………….……..37 Filling Purchase Orders from the Buy List ……………………………………… 38 Issuing and Printing Purchase Orders …………………………………………… 39 Preposting Purchase Orders ……………………………………………………… 40 Receiving Purchase Order Items ………………………………………….……… 41 Verifying Cut Lists …………………………………………………………… 43 Managing Unverified Items ……………………………………………………… 44 Working with the Expanded Cut List …………………………………………… 45 Confirming Cut Lists ………………………………………………………….. 46 Adjusting Nestings in the Confirm Cuts window …………………………..…… 47

. 50 51 Manually Allocating Items ………………………………….. 53 Stock Reports …………………………………………………………………… 54 The PurchaseMate module: Integrated Purchasing and More …………….48 Managing Stock with the StockMiser module ……………………………………… 49 Adding..……… Purchasing Reports ………………………………………………………….. 56 .. Stock Categories ……………………………………………….……………. and Reviewing Stock Items …………………………………… 50 Stock Status ……………………………………………………………………. Editing.……..…….……… 55 Setting Purchase Order Preferences ………………………………….………………… 52 Stock Usage Report …………………………………………………………….

Edit. or sides of the window view area by clicking on it and dragging it to the desired location. The Estimating. nesting. The File.x Quick Study Guide edition: January 2007 . and stock maintenance modules. View. The Materials menu provides access to functions associated with the purchasing. Tools.0. insert. Toolbar Just below the menu bar. and Help menus contain functions common to all FabTrol MRP modules. Drawings.FabTrol MRP – Interface Basics i Interface Basics Welcome to FabTrol MRP. you’ll see a conventional set of Windows menu commands across the top of your computer screen. plus an introduction to basic functions you’ll need to know. Following is an overview of the tools available in FabTrol MRP. The buttons on this toolbar provide single-click access to many of the program's most common functions. This toolbar can be repositioned at the bottom. Projects. Add. top. or delete items in a list or table Use the search function available in some windows (usually the size searcher) Create a new project Open an existing project Open the Reports window Move through fields or records in a list or table such as the Takeoff Entry or Bill of Materials windows Switch views between imperial and metric units of measure FabTrol MRP Version: 2. and Production menus are module-specific. These menus provide access to all FabTrol MRP functions. Menus When you first open FabTrol MRP. you’ll see a toolbar.

ii FabTrol MRP – Interface Basics FabTrol MRP Version: 2.0.x Quick Study Guide edition: January 2007 .

Materials Management – Quick Study Guide 1 Event Process in FabTrol MRP Production Create new Detailed project Is an ABM necessary? Create Advanced Bill project ABM Materials Management YES NO Project Specifications Customer notation Paint Calculator Shipping destination Miscellaneous information TRACK DETAILED PROJECT INFORMATION AND SCHEDULE Project Organizer Import Bill of Materials DBM Materials Managment Drawing Management Production Management Interim Shipping Ship to job site FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .0.

Project numbers can not contain the following characters: / \ [ ] < > ~ ! @ # $ % ^ & * ( ) + = Project numbers can contain the following characters: . you can also create an Advanced Bill job. To open this window click: File menu > New Things to remember about new jobs Project numbers must be unique.x Quick Study Guide edition: January 2007 . the first thing you should do is create a Detailed job. Project numbers allow up to eight alphanumeric characters. If necessary.0.2 Materials Management – Quick Study Guide Creating Projects for Production When you are awarded a contract. FabTrol MRP Version: 2._ Advanced Bill project numbers can be suffixed with an “A”.

To open this window click: View menu > Project Specs Fields to enter in the Project Specifications window At a minimum. Related advanced bill no. Contacts tab: Customer Coatings tab: Fill out the fields for a finish code in the Paint Calculator Shipping tab: FOB point Destination Directions Misc. you should open up the Project Specifications window and fill out some information about the project. the following Project Specification fields should be filled out for a Detailed job: Project tab: Related estimate no. tab: Shop order number (if different from FabTrol MRP project number) Customer PO number FabTrol MRP Version: 2.0.Materials Management – Quick Study Guide 3 Project Specifications After you have created a new project.x Quick Study Guide edition: January 2007 .

4 Materials Management – Quick Study Guide ABM Material Management Event Process Create Advanced Bill project Review Sequencing in the Bill of Materials Create Advanced Bill cut lists in the OptiMiser Adjust nestings in Nest Explorer Approve cut lists in Optmiser Create a “Check Me!” nest to look for outstanding items Create purchase orders from the Buy List in PurchaseMate Issue purchase orders in PurchaseMate Confirm delivery dates by Preposting PO’s to stock in PurchaseMate Receive PO items as they arrive in PurchaseMate FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .0.

0.Materials Management – Quick Study Guide 5 Reviewing ABM Sequencing Sequences in an Advanced Bill project are used to establish the order of fabrication.x Quick Study Guide edition: January 2007 . Using sequences in an Advanced Bill project help you establish the purchasing priority of your project. To open this window click: View menu > Bill of Materials FabTrol MRP Version: 2.

you can create nestings in the OptiMiser module. a cut list. After you set your nest filter. 3.6 Materials Management – Quick Study Guide Creating ABM Nests in the OptiMiser module Once you have a preliminary bill of materials. 4. review the items on the Parts to Cut tab.0. Nest filters will generally be by sequence and material type. Remember to set a nest filter and nest name. and a multing are synonymous terms in the OptiMiser module. 5. Calculate your nesting by clicking the Next >> button on the Calculator tab. Review the items on the Available Stock tab. To open this window click: Materials menu > OptiMiser Things to remember about creating trial nests A nesting. Trial nests are the first step of the nesting process. 2. FabTrol MRP Version: 2. do the following: 1. The nest name should reflect the nest filter. To create a trial nest.x Quick Study Guide edition: January 2007 . Review the items on the Purchasable Lengths tab.

0.x Quick Study Guide edition: January 2007 . The Status button will show you if like part marks are cut on other nestings. The Print button will print a filtered listing of parts on this nesting.Materials Management – Quick Study Guide 7 Reviewing the Parts to Cut The Parts to Cut tab will show you the bill of material items that meet the criteria of the nest filter. The Cut Info button will show you if a part has contours or miters. FabTrol MRP Version: 2. To open this window click: Materials menu > OptiMiser > Parts to Cut tab Things to remember about the Parts to Cut tab You can adjust the nest filter with the Filter button.

then a “No stock matches the filter condition” Alert! window will open: The stock filter can also be accessed from the Optimization Options window. When nesting into stock that has a category of “On Order.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. and the Available Stock filter.0. To open this window click: Materials menu > OptiMiser > Available Stock tab Things to remember about the Available Stock tab If stock items do not match both the Nest filter and the Available Stock filter.” the Use materials on or available before date filter must be adjusted.8 Materials Management – Quick Study Guide Reviewing Available Stock The Available Stock tab will show you the items in stock that meet the filter conditions of both the Nest filter.

To open this window click: Materials menu > OptiMiser > Purchasable Lengths tab Things to remember about the Purchasable Lengths tab Every setting on the Purchasable Lengths tab is adjustable by the selected material type and size. The scrap remnant threshold is set on the Purchasable Lengths tab. FabTrol MRP Version: 2. Allowances for saw kerf.0. Each item must have a unit cost in order to nest.Materials Management – Quick Study Guide 9 Reviewing Purchasable Lengths The Purchasable Lengths tab is where you specify what material lengths are available from your vendors. trim cutting.x Quick Study Guide edition: January 2007 . and clamping are set on the Purchasable Lengths tab.

10 Materials Management – Quick Study Guide Setting and saving lengths in the Purchasable Lengths tab Each material type in FabTrol MRP is assigned a default set of purchasable lengths. These lengths are stored in the Unit Price File. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .0. However. alternate lengths can be saved and filled in the OptiMiser window.

The stock available date should be set to one day before the cutting date. click the Next >> button on the Calculator tab.Materials Management – Quick Study Guide 11 Setting Optimization Options and Calculating Nests When you are ready to calculate your nesting.0. and selecting Order new material cut to size. FabTrol MRP Version: 2. To open this window: Materials menu > OptiMiser > Click Next>> on the Calculator tab Things to remember about setting optimization options Set the planned cutting date according to your project schedule.x Quick Study Guide edition: January 2007 . Cut to size nestings are calculated by de-selecting both Purchasable bars and Stock items.

It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. FabTrol MRP Version: 2. then the settings will be copied to subsequent nestings. This value setting will only be for calculation purposes only. To open this window click: Advanced Options in the Optimization Options window Things to remember about the Advanced Optimization Options window Optimize for waste.x Quick Study Guide edition: January 2007 .0. Do not use this option if you have entered pricing and lengths from multiple vendors into the Purchasable Lengths tab A Power factor value of six results in the most comparisons between nesting solutions A Material handling factor will result in longer bars used over shorter bars. The Stock valuation is turned on by default. not cost will set all costs for purchasable lengths to the same value. The actual value of stock is not affected.12 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest.

The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email.0. you can review it by clicking Nest Results. To open this window click: Nest Results in the OptiMiser window Things to remember about the Summary of Nesting Results window The Summary of Nesting Results window provides a “bird’s eye view” of a nesting. The percentages are calculated by dividing the total remnant length by the total bar length.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.Materials Management – Quick Study Guide 13 Reviewing Nestings After you calculate a nesting. The remnant length is the total remnant length for all bars.

x . Information about the bar appears in the upper right-hand side of the Nest Explorer window. You may substitute any bar that is the same length or longer as the parts nested into it. and grade. This option will allow you to choose a different bar length and/or source.0. Nestings may be adjusted in four ways in the Nest Explorer window: Freeze Bar Remove Bar Substitute Bar This option holds a nesting solution for a bar during a recalculation. Bars are a nesting solution. Parts are nested into bars. size. you can adjust it in the Nest Explorer window. This option will allow you to un-nest all parts on a bar and delete a bar instance.14 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. To open this window click: Nest Explorer button in OptiMiser Things to remember about the Nest Explorer window The Nest Explorer window may be used for cut list adjustments when a nesting is in a trial or approved state. Bar numbers begin at 3 and restart for every material type. Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window. Bars appear in the tree-view (left-hand side) of the Nest Explorer window. This option will allow you to un-nest one or more parts within a bar. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2.

Parts from the bill of materials can not be nested on a different nesting once they reside on an approved cut list. To open this window. you should approve that nesting. Bars to be purchased are placed onto the Buy List. the nesting’s parts can not be re-nested. They are given a status of Assigned.x Quick Study Guide edition: January 2007 . Items not residing on a cut list are outstanding. Therefore.0. Using A “Check Me!” Nest to Identify Outstanding Items Every time you approve a cut list. each nesting that is added will show you what items are not on any cut list. simply add a new cut list and label it CHECK ME! You can then see the outstanding items on the Parts to Cut tab.Materials Management – Quick Study Guide 15 Approving Nestings When you get a nesting that you are satisfied with. Parts from the bill of materials become Allocated. and should be identified. All of the options in the Nest Explorer window are still available when a nesting has been approved. To obtain a “CHECK ME!” nest. FabTrol MRP Version: 2. click: Next >> in OptiMiser on a trial nesting Things to remember about approving nestings When you approve a nesting: Stock bars included on the nesting become Allocated.

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Materials Management – Quick Study Guide

Reviewing the ABM Buy List
One of the great features of FabTrol MRP is the Buy List. Items on the Buy List can only be placed on a purchase order once. This means that you can not over purchase items nested through the OptiMiser. Reviewing Buy List Items There are three reports that are used to review items on the Buy List. They can be found on the Nesting tab of the main reports window.
Quotation request form

This report will provide a faxable listing of the bars that need to be purchased for each cut list. This report would be faxed off to vendors who would fill in material pricing, and fax the report back to you.
Buy list

This report will list each item that must be purchased for a cut list. In addition, the total purchased length, stock length, remnant, and other material allowances are listed. After items have been purchased, the purchase order number will appear for the bar in place of the Vendor ID code.
ABM codes still to be nested or purchased

This report will list any item from the bill of materials that does not reside on an approved cut list or a purchase order. In essence, it is a “check me” listing for both nesting and purchasing.

FabTrol MRP Version: 2.0.x

Quick Study Guide edition: January 2007

Materials Management – Quick Study Guide

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Creating Purchase Orders
The next step in the ABM materials management process is to purchase the Buy List on purchase orders.

To open this window click: PurchaseMate button in OptiMiser > Add button

Things to remember about creating new purchase orders You must “Add” new purchase orders by clicking the Add button on the toolbar. If you do not add a PO, you are editing an existing PO!

FabTrol MRP Version: 2.0.x

Quick Study Guide edition: January 2007

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Materials Management – Quick Study Guide

Filling Purchase Orders from the Buy List
After you have added PO and selected a vendor, you can populate the purchase order by filling it from the Buy List.

To open this window click: PurchaseMate window > Items on Order tab > Fill PO Items

Things to remember about filling PO items There are two ways to place the items on the OptiMiser Buy List on a PO. You will not be allowed to over-purchase items if you use either of these options to fill out your purchase orders:
OptiMiser Buy List Multiple Buy Lists

This option will allow you to place all items from one or more cut lists on a PO. This option will allow you to set a filter on the cut list items placed on a PO.

To fill a purchase order, do the following: 1. On the Items on Order tab in the PurchaseMate window, click Fill PO Items. The Purchase Order Fill Options window will open. 2. Click the Multiple Buy Lists button. The Filling a Purchase Order window will open. 3. Click the Select Cut Lists button. 4. Move the nestings to filter on from the left hand side of the list to the right hand side. 5. Click Okay to close the window. 6. Click a box to set a filter on the nestings you have just selected. In the pick list window that appears, select the items you wish to filter on. 7. Click the Fill PO button to place the filtered items on to the purchase order.

FabTrol MRP Version: 2.0.x

Quick Study Guide edition: January 2007

Purchase orders for mills can be printed with a Recap by Type/Size/Length option. This will “roll up” all like items into a single line. FabTrol MRP Version: 2. Printing purchase orders PO’s are printed by clicking the Print PO button in the PurchaseMate window.x Quick Study Guide edition: January 2007 .0. Things to remember about issuing PO’s You can not pre-post or receive PO’s until they have been issued. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. you may issue a purchase order number.Materials Management – Quick Study Guide 19 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. The Print PO button is found on the bottom row of buttons in PurchaseMate window. Only issued PO’s can be included in the Accounting Export. To open this window click: Print PO button in the PurchaseMate window Things to remember about printing purchase orders The intent of the PO without costs is to provide a document for shipping and receiving personnel. The issue box can be found in the upper right hand corner of the Items on Order tab in the PurchaseMate window.

Select the Preposted checkbox for each item. This record in the StockMiser module will have a category of On Order. Provides a mechanism for proactive materials management. The Prepost a Purchase Order window will open. To open this window click: Prepost PO button in the PurchaseMate window Uses for preposting Allows Detailed Job materials to be nested into ABM stock before ABM stock arrives. the Preposted checkbox must be selected ( To prepost PO items. 3. do the following: 1. In order to be preposted.0.x Quick Study Guide edition: January 2007 . 2. Click the Prepost PO button. The preposted date will be the stock available date. Change the Due date for each PO item. ). Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. FabTrol MRP Version: 2. 4. Things to remember about preposting purchase orders Each preposted item will add a record in the StockMiser module.20 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order.

the schedule must be populated and maintained manually. These reports can be found in the main Reports window.x Quick Study Guide edition: January 2007 . For each PO line item. and the weight allocated from stock. For each part the nest number. the Mill Rolling Schedule only allows effective entry for one mill. source (stock or purchase order and line number). Currently. and sequence is shown. ABM Snapshot This report summarizes each ABM sequence. In the US release of FabTrol MRP. Nesting Status by ABM code This report will list each item in the bill of materials. Nesting tab ABM codes still to be nested or purchased This report will list any item from the bill of materials that does not reside on an approved cut list or a purchase order. They are listed by report tab.0. In essence. and delivered weights require that bars be linked to the Mill Rolling schedule. This report is used as a reference for finding ABM nesting patterns. the total weight is listed. the FabTrol MRP ABM project is completed. Here are some reports that are specifically designed for ABM’s. † Mill order. The determination of a mill or service center source is not determined by vendor. This weight is then contrasted with the weight outstanding to order. ABM code. For each sequence. the weight ordered from service centers. Purchasing tab PO Breakdown This report will list the parts that are nested into each item on selected purchase orders. stock area.Materials Management – Quick Study Guide 21 Reviewing ABM reports Once you have purchased and preposted your preliminary listing of materials. rolled. and due date are listed. the quantity. the weight ordered from mills†. it is a “check me” listing for both nesting and purchasing. FabTrol MRP Version: 2.

22 Materials Management – Quick Study Guide DBM Materials Management Process Link Advanced Bill project to Detailed Job in Project Specifications Review Sequencing in Sequence Assignments Create DBM cut lists into ABM material in the OptiMiser Adjust nestings in Nest Explorer Approve cut lists in Optmiser Create DBM cut lists for non-ABM material in OptiMiser Adjust and approve nestings Create a “Check Me!” nest to look for outstanding items Create purchase orders from the Buy List in PurchaseMate Issue purchase orders in PurchaseMate Confirm delivery dates by Preposting PO’s to stock in PurchaseMate Receive PO items as they arrive in PurchaseMate Verify Cut lists in OptiMiser Print: Expanded Cut List Detailed Job Pull List Give to shop / return when complete Confirm nestings in OptiMiser FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .0.

It is necessary to link the Advanced bill project to your Detailed job in order to nest your detailed bill of materials to your preliminary purchases. the Drawing Manager module’s revision checking will compare the import file to your ABM for differences.0. hyperlink Things to remember about linking ABM’s to DBM’s If you link the ABM project to the DBM before you import your first set of drawings.x Quick Study Guide edition: January 2007 . you must link the two projects in the Project Specifications window: To open this window click: View menu > Project Specs > Related advanced bill no.Materials Management – Quick Study Guide 23 Linking Detailed Jobs to Advanced Bill Jobs In order to use the ABM material in your Detailed job. FabTrol MRP Version: 2.

Things to remember about sequence assignments Sequence and lot names can be up to ten characters in length. Sequences should be assigned prior to creating DBM cut lists. FabTrol MRP Version: 2. An optional subdivision of a sequence.0. do the following: 1.24 Materials Management – Quick Study Guide Reviewing Sequence Assignments Cut lists in the OptiMiser module are generally created in the order that they will be cut in the shop. To open this window click: Materials menu > Sequence Assignments Sequence Lot An area on the job site that determines the fabrication and erection schedule. Select the sequence/lot on the right to move assemblies to. Sequences and lot assignments can be imported from your detail drawings. Parts are assigned to Phases (codes). 3. Select the assemblies on the left and use the Move buttons to move the assemblies to the right. 2. Assemblies are assigned to sequences and lots.x Quick Study Guide edition: January 2007 . To manually assign sequences in the Sequence Assignments window. This order of fabrication is determined in FabTrol MRP with sequence assignments. Select the sequence/lot on the left to pull assemblies from.

FabTrol MRP Version: 2. You may substitute any bar that is the same length or longer as the parts nested into it. This option will allow you to un-nest one or more parts within a bar. 3. Approve your ABM material nestings. To nest DBM items into ABM stock. Do not select purchasable bars in the Optimization Options window. In the OptiMiser window. 4. then your DBM cut lists should be filtered by sequence and shape. Set your stock filter to include (at a minimum): Stock Categories Received On Order Stock Status Reserved for this job Material reserved for the linked ABM job Material assigned to a nesting for the linked ABM job Further limits on stock Type/size/grade combinations from the cut list Use materials on or available before: Set the stock available date to one day before your planned cutting date. Adjust your ABM material cut lists in the Nest Explorer window. You have the following options: Freeze Bar Remove Bar Substitute Bar This option holds a nesting solution for a bar during a recalculation. do the following: 1. This option will allow you to un-nest all parts on a bar and delete a bar instance. 2.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 25 Nesting DBM Cut Lists with ABM Material If you have purchased material in an Advanced bill project. Set your filters in accordance with the nestings in the ABM project. 5. you will want to nest your Detailed job into your ABM material before you create other cut lists. Calculate your ABM material nests. This option will allow you to change the bar properties. For example. Remove Part 6. create new cut lists. if your ABM nestings were filtered by sequence and material shape.0.

To create a trial nest. Review the items on the Purchasable Lengths tab. 2. FabTrol MRP Version: 2.0.x Quick Study Guide edition: January 2007 . Nest filters will generally be by sequence and material type. and a multing are synonymous terms in the OptiMiser window. The nest name should reflect the nest filter. you can create DBM cut lists in the OptiMiser window. 5. After you set your nest filter. a cut list. Review the items on the Available Stock tab. To open this window click: Materials menu > OptiMiser Things to remember about creating Trial Nests A nesting. 3. 4. Remember to set a nest filter and nest name.26 Materials Management – Quick Study Guide Creating DBM Cut lists Once you have reviewed your sequence assignments. review the items on the Parts to Cut tab. do the following: 1. Calculate your nesting by clicking the Next >> button on the Calculator tab.

FabTrol MRP Version: 2. The Status button will show you if like part marks are cut on other nestings.x Quick Study Guide edition: January 2007 . To open this window click: Materials menu > OptiMiser > Parts to Cut tab Things to remember about the Parts to Cut tab You can adjust the nest filter with the Filter button. The Cut Info button will show you if a part has contours or miters.Materials Management – Quick Study Guide 27 Reviewing the Parts to Cut The Parts to Cut tab will show you the bill of material items that meet the criteria of the Nest filter. The Print button will print a filtered listing of parts on this nesting.0.

0.28 Materials Management – Quick Study Guide Reviewing Available Stock The Available Stock tab will show you the items in stock that meet the filter conditions of both the Nest filter. the Use materials on or available before date filter must be adjusted. To open this window click: Materials menu > OptiMiser > Available Stock tab Things to remember about the Available Stock tab If stock items do not match both the Nest filter and the Available Stock filter.x Quick Study Guide edition: January 2007 . then a “No Stock matches the filter condition” Alert! window will open: The Stock filter can also be accessed from the Optimization Options window. FabTrol MRP Version: 2. When nesting into stock that has a category of On Order. and the Available Stock filter.

0. Allowances for saw kerf. The scrap remnant threshold is set on the Purchasable Lengths tab.Materials Management – Quick Study Guide 29 Reviewing Purchasable Lengths The Purchasable Lengths tab is where you specify what material lengths are available from your vendors. trim cutting.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. To open this window click: Materials menu > OptiMiser > Purchasable Lengths tab Things to remember about the Purchasable Lengths tab Every setting on the Purchasable Lengths tab is adjustable by the selected material type and size. Each item must have a unit cost in order to nest. and clamping are set on the Purchasable Lengths tab.

0.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. alternate lengths can be saved and filled in the OptiMiser window.30 Materials Management – Quick Study Guide Setting and saving lengths in the Purchasable Lengths tab Each material type in FabTrol MRP is assigned a default set of purchasable lengths. These lengths are stored in the Unit Price File. However.

and selecting Order new material cut to size.0. The stock available date should be set to one day before the cutting date. FabTrol MRP Version: 2.Materials Management – Quick Study Guide 31 Setting Optimization Options and Calculating Nests When you are ready to calculate your nesting. Cut to size nestings are calculated by unselecting both Purchasable bars and Stock items. To open this window: Materials menu > OptiMiser > Click Next>> on the Calculator tab Things to remember about setting optimization options Set the planned cutting date according to your project schedule. click the Next >> button on the Calculator tab.x Quick Study Guide edition: January 2007 .

not cost will set all costs for purchasable lengths to same value.x Quick Study Guide edition: January 2007 . This value setting will only be for calculation purposes only. The Stock valuation is selected by default. The actual value of stock is not affected.0. then the settings will be copied to subsequent nestings. Do not use this option if you have entered pricing and lengths from multiple vendors into the Purchasable Lengths tab A Power factor value of six results in the most comparisons between nesting solutions. It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. Applying a material handling factor will result in longer bars used over shorter bars. FabTrol MRP Version: 2.32 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest. To open this window click: Advanced Options in the Optimization Options window Things to remember about the Advanced Optimization Options window Optimize for waste.

The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email.x Quick Study Guide edition: January 2007 .0.Materials Management – Quick Study Guide 33 Reviewing Nestings After you calculate a nesting. FabTrol MRP Version: 2. The remnant length is the total remnant length for all bars. To open this window click: Nest Results in the OptiMiser window Things to remember about the Summary of Nesting Results window The Summary of Nesting Results window provides a “bird’s eye view” of a nesting. you can review it by clicking Nest Results. The percentages are calculated by dividing the total remnant length by the total bar length.

Parts are nested into bars. Nestings may be adjusted in four ways in the Nest Explorer window: Freeze Bar Remove Bar Substitute Bar This option holds a nesting solution for a bar during a recalculation. Bars are a nesting solution. Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window. you can adjust it in the Nest Explorer window. size. To open this window click: Nest Explorer button in OptiMiser Things to remember about the Nest Explorer window The Nest Explorer window may be used for cut list adjustments when a nesting is in a trial or approved state.0. This option will allow you to un-nest one or more parts within a bar. Bars appear in the tree-view (left-hand side) of the Nest Explorer window.34 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2. Information about the bar appears in the upper right-hand side of the Nest Explorer window.x . Bar numbers begin at 3 and restart for every material type. This option will allow you to choose a different bar length and / or source. This option will allow you to un-nest all parts on a bar and delete a bar instance. You may substitute any bar that is the same length or longer as the parts nested into it. and grade.

simply add a new cut list and label it CHECK ME! You can then see the outstanding items on the Parts to Cut tab. They are given a status of assigned. Therefore. Parts from the bill of materials become allocated.Materials Management – Quick Study Guide 35 Approving Nestings When you get a nesting that you are satisfied with. Using A “Check Me!” nest to Identify Outstanding Items Every time you approve a cut list. To obtain a “CHECK ME!” nest.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. To open this window.0. Bars to be purchased are placed onto the Buy List. Parts from the bill of materials can not be nested on a different nesting once they reside on an approved cut list. Items not residing on a cut list are outstanding and should be identified. you should approve that nesting. click: Next >> in OptiMiser on a trial nesting Things to remember about approving nestings When you approve a nesting: Stock bars included on the nesting become allocated. All of the options in the Nest Explorer window are still available when a nesting has been approved. the parts on the nesting can not be nested again. each nesting that is added will show you what items are not on any cut list.

x Quick Study Guide edition: January 2007 . Buy list This report will list each item that must be purchased for a cut list. Quotation request form This report will provide a faxable listing of the bars that need to be purchased for each cut list. In addition. FabTrol MRP Version: 2. Reviewing Buy List items There are two reports that are used to review items on the Buy List.36 Materials Management – Quick Study Guide Reviewing the Buy List One of the great features of FabTrol MRP is the Buy List. the total purchased length. and other material allowances are listed. and fax the report back to you. the purchase order number will appear for the bar in place of the Vendor ID code. Items on the Buy List can only be placed on a purchase order once.0. remnant. After items have been purchased. This means that you can not over purchase items nested through the OptiMiser module. stock length. This report would be faxed off to vendors who would fill in material pricing. They can be found on the Nesting tab of the main Reports window.

x Quick Study Guide edition: January 2007 . To open this window click: PurchaseMate button in OptiMiser > Add button Things to remember about creating new purchase orders You must add new purchase orders by clicking the Add button on the toolbar. If you do not add a PO.Materials Management – Quick Study Guide 37 Creating Purchase Orders The next step in the DBM materials management process is to purchase the Buy List on purchase orders. you are editing an existing PO! FabTrol MRP Version: 2.0.

Click the Fill PO button to place the filtered items on the purchase order. Click the Multiple Buy Lists button. To use Multiple Buy Lists. Click the Select Cut Lists button. FabTrol MRP Version: 2. You will not be allowed to over-purchase items if you use either of these options to fill out your purchase orders: OptiMiser Buy List Multiple Buy Lists This option will allow you to place all items from one or more cut lists on to a PO. Click a box to set a filter on the nestings you have just selected. 4. In the window that opens. select the items you wish to filter on. This option will allow you to set a filter on the cut list items placed on to a PO. Click Okay to close the window. The Purchase Order Fill Options window will open. 6.0. 2. do the following: 1.x Quick Study Guide edition: January 2007 . Move the nestings to filter on from the left hand side of the list to the right hand side. 5. 3. click Fill PO Items. From the Items on Order tab in the PurchaseMate window. you can populate the purchase order by filling it from the Buy List. To open this window click: PurchaseMate > Items on Order tab > Fill PO Items Things to remember about filling PO items There are two ways to place the items on the OptiMiser Buy List on to a PO. The Filling a Purchase Order window will open.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor.

This will “roll up” all like items into a single line.x Quick Study Guide edition: January 2007 . The Print PO button is found on the bottom row of buttons in the window. Purchase orders for mills can be printed with a Recap by Type/Size/Length option.0. you may issue a purchase order number. The issue box can be found in the upper right hand corner of the Items on Order tab in PurchaseMate. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. To open this window click: Print PO in PurchaseMate Things to remember about printing purchase orders The intent of the PO without costs is to provide a document for shipping and receiving personnel. Only issued PO’s can be included in the Accounting Export. FabTrol MRP Version: 2. Printing Purchase Orders PO’s are printed by clicking the Print PO button in the PurchaseMate window.Materials Management – Quick Study Guide 39 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. Things to remember about issuing PO’s You can not prepost or receive PO’s until they have been issued.

FabTrol MRP Version: 2. Click the Prepost PO button. 4. do the following: 1. In order to be Preposted. Select the Preposted checkbox for each item. To open this window click: Prepost button in the PurchaseMate window Uses for Preposting Allows Detailed Job materials to be nested into ABM stock before ABM stock arrives.0.x Quick Study Guide edition: January 2007 . Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. ). This record in the StockMiser module will have a category of On Order. The Prepost a Purchase Order window will open. Provides a mechanism for proactive materials management. the Preposted check box must be checked ( To prepost PO items. Change the Due date for each PO item. 3. Things to remember about preposting purchase orders Each preposted item will add a record in the StockMiser module. 2.40 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order. The Preposted date will be the stock available date.

Open the PurchaseMate window by clicking the Materials menu and selecting PurchaseMate. Click on the Receiving tab. This allows you to have many receiving records for each PO line item for situations such as: Partial shipments/back orders Multiple heat certification numbers for one PO line item. You can not “over-receive” purchase order items. “Delivery note” is another way of saying “Vendor’s delivery ticket number” or “Vendor’s bill of lading number. click the Add button on the toolbar. Enter the Quantity and Heat cert number for the receiving record. 2. Using the PO Number hyperlink. 3. If you wish to accept over-shipments. FabTrol MRP Version: 2. Fill in the default receiving fields found below the receiving grid. 4. To add a receiving record.” 5. To receive purchase orders.Materials Management – Quick Study Guide 41 Receiving Purchase Order Items When materials arrive. To open this window click: PurchaseMate window > Receiving tab Things to remember about receiving purchase order items There is a grid for receiving each purchase order line. change the quantity on the Items on Order tab. do the following: 1. 6. you should receive the purchase order items.x Quick Study Guide edition: January 2007 . navigate to the PO to receive.0.

42 Materials Management – Quick Study Guide 7. FabTrol MRP Version: 2. 10. select the next PO line item. 9.x Quick Study Guide edition: January 2007 . Repeat steps 5 through 9 until your items have been received. Click Okay. In the Item # box. 8.0. Repeat steps 5 through 7 for each heat cert number.

After you have verified your nesting. you will want to verify that all items on the cut list have a stock record.” your remnant options will be deactivated. FabTrol MRP Version: 2. If you have checked the user preference option to “Wait to post remnants until confirming cuts.x Quick Study Guide edition: January 2007 . To open this window: Select an approved cut list > click Next>> Things to remember about verifying cut lists Wait to verify cut lists until you are ready to give the shop a cut list.Materials Management – Quick Study Guide 43 Verifying Cut Lists Everything that has been done up to this point has been in preparation for releasing cut lists to the shop. When you are ready to release cut lists into the shop.0. stock will be given a status of Committed.

or if they have been manually allocated in the StockMiser window. Bars on Order This is the bottom section of the window.44 Materials Management – Quick Study Guide Managing Unverified Items When you verify a nesting. Therefore. unverified items are bars that do not have a currently available stock record. preposted. Print the Call in Report to expedite your outstanding materials. the OptiMiser module verifies that each bar in the cut list has a currently available stock record.x Quick Study Guide edition: January 2007 . Your cut list will verify with preposted bars. FabTrol MRP Version: 2. Understanding the OptiMiser Verification window This OptiMiser Verification window has two sections: Bars not Verified This is the top section of the window. You may remove bars to verify the remainder of the cut list. Bars will appear in this section if they have been preposted and not received.0. The cut list will not finish verification until this section is empty. Bars will appear in this section if they have not been purchased.

x Quick Study Guide edition: January 2007 . it must return so that you can confirm a nesting as cut. This allows your sawyer to note a single alteration to a cut list.0. Have your sawyers note if they cut different heat cert numbers than what are specified on the cut list. Bars that have been received will be noted in the bar information line with the stock record number. you will want to print the Expanded Cut List and Pull List for detailed job reports. Pre-posted bars (bars on order) will be noted in the bar information line with the purchase order number and vendor. To print this report click: Reports button in OptiMiser > Expanded cut list Things to remember about the Expanded Cut List Each instance of a bar is listed on the Expanded Cut List. These reports are located on the Nesting tab of the main Reports window. FabTrol MRP Version: 2. Have your sawyers measure and write down usable remnants on the cut list. After the Cut List goes out to the shop.Materials Management – Quick Study Guide 45 Working with the Expanded Cut List After you have verified your cut list.

0. Save usable remnants as free stock This option will return off-cuts to stock if the length is over the scrap less than threshold. you will want to confirm your cut lists. The returned remnant will be held for the linked ABM job. The bar is selected ( ) 2. When you click Confirm Selected Bars. Reserve remnants for this job This option will return off-cuts to stock if the length is over the scrap-less than threshold. FabTrol MRP Version: 2. The returned remnant will be held for the current job.x Quick Study Guide edition: January 2007 . you have four options for reposting off-cuts: Scrap all remnants This option will not return any remnants to stock. Reserve remnants for linked ABM This option will return off-cuts to stock if the length is over the scrap-less than threshold. The Confirm Selected Bars button has been clicked. Note: The scrap rems less than option is set on the Purchasable Lengths tab. To open this window: Select a verified cut list > click Next>> Things to remember about confirming cut lists Bars are not cut and remnants are not reposted to stock until two events happen: 1. The returned remnant will not be held for any job.46 Materials Management – Quick Study Guide Confirming Cut Lists After your materials have been cut and the Expanded Cut List returns from the shop.

If your swap causes a nesting problem elsewhere. and grade.0. You may even swap bars with other FabTrol MRP projects. You will also be given an option to set the status of the bar in stock to either reserved or free stock. size. Things to remember about swapping bars You may swap bars with any bar in stock that is the same type. you will be asked to print a report identifying the problem.x Quick Study Guide edition: January 2007 . Parts from removed bars will appear in the “Check Me!” nesting.Materials Management – Quick Study Guide 47 Adjusting Nestings in the Confirm Cuts window You have two options for adjusting nestings in the Confirm Cuts window: Remove Bar This option will allow you to un-nest all parts on a bar and delete a bar instance. You may swap any bar that is the same length or longer as the parts nested into it. FabTrol MRP Version: 2. Swap Bar This option will allow you to choose a different bar that is currently in stock.

You must set a filter to view stock items.x Quick Study Guide edition: January 2007 . Cut items are not deleted.0.48 Materials Management – Quick Study Guide Managing Stock with the StockMiser module The StockMiser module is where the items in your yard are managed. A filter can be set to view material by selecting a type from the Mat’l Types box. Received items are entered automatically. but change status and become used. Preposted items are available after the due date. To open this window click: Materials menu > StockMiser Things to remember about the StockMiser module: The StockMiser window opens without a filter set. FabTrol MRP Version: 2.

If the item is received. the Date available will be the Due date from the PurchaseMate module.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 49 Adding. If the item is a remnant that was reposted.0. and Reviewing Stock Items The Edit Stock Item tab is where stock is added. It is also the best place to edit stock items. FabTrol MRP Version: 2. Editing. the Date available will be the date it was actually received (or manually entered). The Date used box will only be populated when a stock item has actually been used. Adding stock items is done with the Add button on the toolbar. The stock price is the original purchase price The original heat certification number and purchase order information will be retained as an item is cut and remnants are reposted. To open this window click: Materials menu > StockMiser > Edit Stock Item tab Things to remember about the Edit Stock Item tab The stock Date available box reflects one of the following: If the item is still on order. then the Date available is the date the remnant was reposted.

The item no longer exists. Stock Categories Stock categories reflect whether an item is on hand or not. Should a stock item have a status other than Free. The item has been held for a job. It has been cut on a project. it also means that the listed entry is on a cut list report somewhere in your shop. The item is listed on a verified cut list for a job. but has no particular assignment to a nesting. when an item is committed. Used The item no longer exists. The cut list number appears in the Nest Number box. Because a verified cut list ahs been issued to the shop. The item has arrived. but a delivery date has been confirmed by the merchant. The cut list number appears in the Nest Number box.50 Materials Management – Quick Study Guide Stock Status Stock statuses reflect the stage of nested items in a project.x Quick Study Guide edition: January 2007 . the project number it is allocated to will appear in the Reserved for project box. Here is a brief synopsis of the stock statuses: Free Reserved Assigned Committed The item is available for use on any job. FabTrol MRP Version: 2. It has been cut on a project.0. Here is a brief synopsis of the stock categories: On order Received Used The item has not been received. The item is listed on an approved cut list for a job.

An example of this would be allocating a missing piece of stock to project “MIA.Materials Management – Quick Study Guide 51 Manually Allocating Items You may manually allocate items in the StockMiser window. select Reserved for this job.” If you do not want to use a stock item. FabTrol MRP Version: 2.0. To open this window click: Allocate button in the StockMiser window Things to remember about manual allocations The project you allocate a stock item to does not have to be a real project. Remnants are reposted by entering a quantity and length.x Quick Study Guide edition: January 2007 .

Click the Print button to print the report. 4. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . this is either monthly or year-to-date. this is by Job number. Received materials will print a report for stored materials. Selecting Both will list the net usage for a job. Select whether you want to view received or used materials. click on the Usage tab in the StockMiser window. Selecting Full lengths will charge full lengths to a job. Select the method of reporting. Stock items with a category of On order will not appear on this report. To use the Stock Usage report. Set the date range for the report. do the following: 1. Typically. Used materials will print a report for cut materials. Select a detailed or summary report. To open this window click: Materials menu > StockMiser > Usage tab Things to remember about the Stock Usage report This report respects the stock filter. 3. Selecting Remnants will list the items returned to stock for a job. 5. Set the stock criteria you want to include. 2. 6. Most often.0.52 Materials Management – Quick Study Guide Stock Usage Report To obtain a report of the items used on a project.

action. Filterable by user. Cross allocation to job This report will give you another way to answer the aforementioned question. On this report. Stock audit trail This report yields another event log. it can be used to view inventory that you have or that you expect to have. It yields a report telling you all that happened in stock on a specified date. similar to the List of Changes report. relying on the filter set. it gives the history of all that happened in stock. FabTrol MRP Version: 2. Some of the more commonly used reports are: Stock list by PO number This report will give you a stock listing sorted by PO number. or field names. This report provides a checklist sorted by stock area.Materials Management – Quick Study Guide 53 Stock Reports Because the StockMiser module contains such a wealth of information. Cross allocation from job This report will give you one way to look at the often asked question. “What stock did I steal from one project to use on another?” This report will give you an accounting of the inventory pulled from other jobs. several reports are provided to review stock data. you will see the projects that sent inventory to another project. List of changes (specify date) This report is handy for tracking down the event history of stock by date.x Quick Study Guide edition: January 2007 . Inventory listing Many companies from time to time perform an actual physical accounting of items in inventory. Because this report respects the stock filter settings.0.

You can add boilerplate content to your purchase orders with ASTM Specs. To open this window click: Materials menu > PurchaseMate Things to remember about the PurchaseMate module Purchase orders can be produced for anything. It should be noted that items you receive will only appear in the the StockMiser window if the material has been defined in your Unit Price File. then click Add/Change ASTM Specs.x Quick Study Guide edition: January 2007 . To add ASTM specs. It enables you to keep all of a project’s purchases in one place. PurchaseMate is also the interface to the stock system.0. FabTrol MRP Version: 2. click Tools. point to Options.54 Materials Management – Quick Study Guide The PurchaseMate module: Integrated Purchasing and More The PurchaseMate module does more than produce purchase orders.

x Quick Study Guide edition: January 2007 . Here is a brief synopsis of the preference options: Allow multiple job purchase orders Selecting this option will allow you to assign each item on a purchase order a different job number.0. PurchaseMate > Defaults tab To open purchase order defaults. each user must have a few preference settings adjusted. click: Materials menu > PurchaseMate > Defaults tab Fill in the following items to save you some typing when you add purchase orders. Setup Purchasing Preferences To properly use the PurchaseMate module. Each of these items may be edited for individual purchase orders. Following is a guide to setting up the PurchaseMate module to produce purchase orders.Materials Management – Quick Study Guide 55 Setting Purchase Order Preferences You will want to take care of a few maintenance tasks before you use FabTrol MRP to produce purchase orders. Deselecting this option will allow purchase order numbers to run consecutively for all jobs. Deselecting this option will assign only one job to all items on a purchase order Restart PO numbers for each job Selecting this option will force each job to start purchase order numbering at 00001. Suggestions are in parenthesis: Ship via (Vendor Truck) Terms FOB (As Agreed) (Destination) Material test reports required ( ) FabTrol MRP Version: 2. These settings are grouped by the tab in which they are set: User preferences > Specific tab To open the user preferences window click: Tools menu > Options > Preferences Numbering schemes Each user must have their preferences set in accordance with your purchase order numbering schemes.

Commonly used purchasing reports include: Material received This report.x Quick Study Guide edition: January 2007 . Summary of POs by job This report provides an accounting and summary of all POs for a given job. Summary of POs by vendor This report provides an accounting and summary of all POs for a given vendor. will provide an itemized accounting of all materials that have been received by the PurchaseMate module (regardless of whether they were received into stock or not). Material due in This report is different than the Call In Report in that it lists all items that have not been formally received. Review POs This report will give you a summary of the purchase orders you have issued for a given project. You may also set filters for material types and jobs. respecting the purchasing filter that is set.0. along with the description listed in the PO Specs tab of the PurchaseMate window. At the bottom. FabTrol MRP Version: 2. You will also see the vendor the PO was issued to and the weight and cost for each PO. you will see totals for weight and cost. The Call In Report lists only items due in that are on a cut list. there are a number of useful reports that can be generated to help manage purchase orders.56 Materials Management – Quick Study Guide Purchasing Reports Within the flexibility and power of the PurchaseMate module. Material list This report provides several ways to list or summarize the items on a purchase order.

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