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

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

insert. Add. Edit.x Quick Study Guide edition: January 2007 . you’ll see a toolbar. you’ll see a conventional set of Windows menu commands across the top of your computer screen. The File. The Materials menu provides access to functions associated with the purchasing. and Production menus are module-specific. The buttons on this toolbar provide single-click access to many of the program's most common functions. The Estimating. Tools. View. Following is an overview of the tools available in FabTrol MRP. and stock maintenance modules. This toolbar can be repositioned at the bottom. nesting. plus an introduction to basic functions you’ll need to know.0. Menus When you first open FabTrol MRP. top. and Help menus contain functions common to all FabTrol MRP modules. Drawings. These menus provide access to all FabTrol MRP functions. Toolbar Just below the menu bar. 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. or sides of the window view area by clicking on it and dragging it to the desired location. Projects.FabTrol MRP – Interface Basics i Interface Basics Welcome to FabTrol MRP.

x Quick Study Guide edition: January 2007 .0.ii FabTrol MRP – Interface Basics FabTrol MRP Version: 2.

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: 2.0.

FabTrol MRP Version: 2. If necessary.0. 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 .2 Materials Management – Quick Study Guide Creating Projects for Production When you are awarded a contract._ Advanced Bill project numbers can be suffixed with an “A”. Project numbers allow up to eight alphanumeric characters. you can also create an Advanced Bill job. Project numbers can not contain the following characters: / \ [ ] < > ~ ! @ # $ % ^ & * ( ) + = Project numbers can contain the following characters: . the first thing you should do is create a Detailed job.

x Quick Study Guide edition: January 2007 .0. To open this window click: View menu > Project Specs Fields to enter in the Project Specifications window At a minimum. Contacts tab: Customer Coatings tab: Fill out the fields for a finish code in the Paint Calculator Shipping tab: FOB point Destination Directions Misc. the following Project Specification fields should be filled out for a Detailed job: Project tab: Related estimate no. you should open up the Project Specifications window and fill out some information about the project.Materials Management – Quick Study Guide 3 Project Specifications After you have created a new project. tab: Shop order number (if different from FabTrol MRP project number) Customer PO number FabTrol MRP Version: 2. Related advanced bill no.

x Quick Study Guide edition: January 2007 .0.4 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 . Using sequences in an Advanced Bill project help you establish the purchasing priority of your project.0. To open this window click: View menu > Bill of Materials FabTrol MRP Version: 2.Materials Management – Quick Study Guide 5 Reviewing ABM Sequencing Sequences in an Advanced Bill project are used to establish the order of fabrication.

5. Remember to set a nest filter and nest name. you can create nestings in the OptiMiser module. The nest name should reflect the nest filter.x Quick Study Guide edition: January 2007 . review the items on the Parts to Cut tab.0. and a multing are synonymous terms in the OptiMiser module. do the following: 1. To open this window click: Materials menu > OptiMiser Things to remember about creating trial nests A nesting. a cut list. Calculate your nesting by clicking the Next >> button on the Calculator tab. Trial nests are the first step of the nesting process. Review the items on the Purchasable Lengths tab. FabTrol MRP Version: 2. Review the items on the Available Stock tab. After you set your nest filter. 4. 2. Nest filters will generally be by sequence and material type.6 Materials Management – Quick Study Guide Creating ABM Nests in the OptiMiser module Once you have a preliminary bill of materials. 3. To create a trial nest.

The Print button will print a filtered listing of parts on this nesting. FabTrol MRP Version: 2.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. 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 Status button will show you if like part marks are cut on other nestings.x Quick Study Guide edition: January 2007 .0. The Cut Info button will show you if a part has contours or miters.

0. When nesting into stock that has a category of “On Order. 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. and the Available Stock filter.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. then a “No stock matches the filter condition” Alert! window will open: The stock filter can also be accessed from the Optimization Options window.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.

The scrap remnant threshold is set on the Purchasable Lengths tab. FabTrol MRP Version: 2. trim cutting.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. Each item must have a unit cost in order to nest.x Quick Study Guide edition: January 2007 .0. and clamping are set on the Purchasable Lengths tab. Allowances for saw kerf. 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.

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.0. However. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . alternate lengths can be saved and filled in the OptiMiser window. These lengths are stored in the Unit Price File.

Cut to size nestings are calculated by de-selecting both Purchasable bars and Stock items. FabTrol MRP Version: 2. and selecting Order new material cut to size. click the Next >> button on the Calculator tab.0. 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.Materials Management – Quick Study Guide 11 Setting Optimization Options and Calculating Nests When you are ready to calculate your nesting.x Quick Study Guide edition: January 2007 . The stock available date should be set to one day before the cutting date.

It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. 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. then the settings will be copied to subsequent nestings. The actual value of stock is not affected. This value setting will only be for calculation purposes only. FabTrol MRP Version: 2.12 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest. not cost will set all costs for purchasable lengths to the same value.0.x Quick Study Guide edition: January 2007 . The Stock valuation is turned on by default. 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 percentages are calculated by dividing the total remnant length by the total bar length.0. you can review it by clicking Nest Results. 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.x Quick Study Guide edition: January 2007 . The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email. FabTrol MRP Version: 2.Materials Management – Quick Study Guide 13 Reviewing Nestings After you calculate a nesting.

Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window.x . Information about the bar appears in the upper right-hand side of the Nest Explorer window. Parts are nested into bars. This option will allow you to un-nest one or more parts within a bar. You may substitute any bar that is the same length or longer as the parts nested into it. This option will allow you to choose a different bar length and/or source. Bar numbers begin at 3 and restart for every material type. Bars are a nesting solution. you can adjust it in the Nest Explorer window.14 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2.0. Bars appear in the tree-view (left-hand side) of the Nest Explorer window. This option will allow you to un-nest all parts on a bar and delete a bar instance. size. and grade. 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. 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.

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

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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

x Quick Study Guide edition: January 2007 . Only issued PO’s can be included in the Accounting Export. Printing purchase orders PO’s are printed by clicking the Print PO button in the PurchaseMate window. FabTrol MRP Version: 2. 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. you may issue a purchase order number. Purchase orders for mills can be printed with a Recap by Type/Size/Length option. The Print PO button is found on the bottom row of buttons in PurchaseMate window. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. This will “roll up” all like items into a single line.Materials Management – Quick Study Guide 19 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 pre-post or receive PO’s until they have been issued.0. The issue box can be found in the upper right hand corner of the Items on Order tab in the PurchaseMate window.

Click the Prepost PO button. The Prepost a Purchase Order window will open. Change the Due date for each PO item. 4. ). Select the Preposted checkbox for each item.0. 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. Provides a mechanism for proactive materials management. Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. 2.20 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order. This record in the StockMiser module will have a category of On Order. The preposted date will be the stock available date. 3. In order to be preposted. Things to remember about preposting purchase orders Each preposted item will add a record in the StockMiser module. the Preposted checkbox must be selected ( To prepost PO items. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . do the following: 1.

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

0.x Quick Study Guide edition: January 2007 .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.

you must link the two projects in the Project Specifications window: To open this window click: View menu > Project Specs > Related advanced bill no. FabTrol MRP Version: 2.Materials Management – Quick Study Guide 23 Linking Detailed Jobs to Advanced Bill Jobs In order to use the ABM material in your Detailed job. 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.0. the Drawing Manager module’s revision checking will compare the import file to your ABM for differences.x Quick Study Guide edition: January 2007 . 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.

0. Select the sequence/lot on the left to pull assemblies from. 2. To manually assign sequences in the Sequence Assignments window.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. Sequences and lot assignments can be imported from your detail drawings. This order of fabrication is determined in FabTrol MRP with sequence assignments.x Quick Study Guide edition: January 2007 . An optional subdivision of a sequence. Things to remember about sequence assignments Sequence and lot names can be up to ten characters in length. 3. Parts are assigned to Phases (codes). FabTrol MRP Version: 2. Sequences should be assigned prior to creating DBM cut lists. do the following: 1. Select the sequence/lot on the right to move assemblies to. To open this window click: Materials menu > Sequence Assignments Sequence Lot An area on the job site that determines the fabrication and erection schedule. Assemblies are assigned to sequences and lots. Select the assemblies on the left and use the Move buttons to move the assemblies to the right.

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

Review the items on the Available Stock tab. To create a trial nest.x Quick Study Guide edition: January 2007 . you can create DBM cut lists in the OptiMiser window. do the following: 1. FabTrol MRP Version: 2. Calculate your nesting by clicking the Next >> button on the Calculator tab. a cut list.26 Materials Management – Quick Study Guide Creating DBM Cut lists Once you have reviewed your sequence assignments. 3. review the items on the Parts to Cut tab. 5.0. 2. Remember to set a nest filter and nest name. The nest name should reflect the nest filter. 4. Review the items on the Purchasable Lengths tab. After you set your nest filter. To open this window click: Materials menu > OptiMiser Things to remember about creating Trial Nests A nesting. and a multing are synonymous terms in the OptiMiser window. Nest filters will generally be by sequence and material type.

0. The Print button will print a filtered listing of parts on this nesting. The Cut Info button will show you if a part has contours or miters. FabTrol MRP Version: 2.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 Status button will show you if like part marks are cut on other nestings. 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.x Quick Study Guide edition: January 2007 .

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. FabTrol MRP Version: 2. then a “No Stock matches the filter condition” Alert! window will open: The Stock filter can also be accessed from the Optimization Options window. the Use materials on or available before date filter must be adjusted.x Quick Study Guide edition: January 2007 . and the Available Stock filter. 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. When nesting into stock that has a category of On Order.0.

Each item must have a unit cost in order to nest.x Quick Study Guide edition: January 2007 .0. trim cutting. Allowances for saw kerf. FabTrol MRP Version: 2. and clamping are set on the Purchasable Lengths tab. The scrap remnant threshold is set on the Purchasable Lengths tab. 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.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.

x Quick Study Guide edition: January 2007 . alternate lengths can be saved and filled in the OptiMiser window. However.0.30 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. FabTrol MRP Version: 2.

FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 31 Setting Optimization Options and Calculating Nests When you are ready to calculate your nesting. and selecting Order new material cut to size. click the Next >> button on the Calculator tab.0. 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. Cut to size nestings are calculated by unselecting both Purchasable bars and Stock items. The stock available date should be set to one day before the cutting date.

0. The actual value of stock is not affected.x Quick Study Guide edition: January 2007 . 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.32 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest. 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. The Stock valuation is selected by default. then the settings will be copied to subsequent nestings. FabTrol MRP Version: 2. To open this window click: Advanced Options in the Optimization Options window Things to remember about the Advanced Optimization Options window Optimize for waste. not cost will set all costs for purchasable lengths to same value. This value setting will only be for calculation purposes only.

FabTrol MRP Version: 2. you can review it by clicking Nest Results. The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email.0. 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.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 33 Reviewing Nestings After you calculate a nesting. The remnant length is the total remnant length for all bars. The percentages are calculated by dividing the total remnant length by the total bar length.

You may substitute any bar that is the same length or longer as the parts nested into it. Bar numbers begin at 3 and restart for every material type. This option will allow you to un-nest all parts on a bar and delete a bar instance. This option will allow you to choose a different bar length and / or source. Parts are nested into bars. Information about the bar appears in the upper right-hand side of the Nest Explorer window. you can adjust it in the Nest Explorer window. size. 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. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2. This option will allow you to un-nest one or more parts within a bar. 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.x .34 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting.0. Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window. and grade. Bars appear in the tree-view (left-hand side) of the Nest Explorer window.

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

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

x Quick Study Guide edition: January 2007 .0. If you do not add a PO. you are editing an existing PO! FabTrol MRP Version: 2. 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.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.

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. Click the Select Cut Lists button. The Purchase Order Fill Options window will open. Click the Multiple Buy Lists button.x Quick Study Guide edition: January 2007 . Click a box to set a filter on the nestings you have just selected. do the following: 1. Move the nestings to filter on from the left hand side of the list to the right hand side. 5. 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. FabTrol MRP Version: 2.0. This option will allow you to set a filter on the cut list items placed on to a PO. Click the Fill PO button to place the filtered items on the purchase order. 4. From the Items on Order tab in the PurchaseMate window. 3.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor. 2. To use Multiple Buy Lists. you can populate the purchase order by filling it from the Buy List. select the items you wish to filter on. Click Okay to close the window. In the window that opens. click Fill PO Items. 6. The Filling a Purchase Order window will open.

x Quick Study Guide edition: January 2007 . Printing Purchase Orders PO’s are printed by clicking the Print PO button in the PurchaseMate window. The Print PO button is found on the bottom row of buttons in the window. Things to remember about issuing PO’s You can not prepost or receive PO’s until they have been issued.0. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. Only issued PO’s can be included in the Accounting Export. The issue box can be found in the upper right hand corner of the Items on Order tab in PurchaseMate.Materials Management – Quick Study Guide 39 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. you may issue a purchase order number. Purchase orders for mills can be printed with a Recap by Type/Size/Length option. FabTrol MRP Version: 2. This will “roll up” all like items into a single line. 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.

0. do the following: 1. In order to be Preposted. 2.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2. ). Click the Prepost PO button. Things to remember about preposting purchase orders Each preposted item will add a record in the StockMiser module. Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. 4.40 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order. This record in the StockMiser module will have a category of On Order. 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. The Preposted date will be the stock available date. Change the Due date for each PO item. 3. 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.

Click on the Receiving tab. 3.0. do the following: 1. navigate to the PO to receive. To receive purchase orders. If you wish to accept over-shipments.x Quick Study Guide edition: January 2007 . 2. Enter the Quantity and Heat cert number for the receiving record. Open the PurchaseMate window by clicking the Materials menu and selecting PurchaseMate. 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. 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.Materials Management – Quick Study Guide 41 Receiving Purchase Order Items When materials arrive. 4. 6. you should receive the purchase order items. Fill in the default receiving fields found below the receiving grid. To add a receiving record. FabTrol MRP Version: 2. “Delivery note” is another way of saying “Vendor’s delivery ticket number” or “Vendor’s bill of lading number. change the quantity on the Items on Order tab.” 5. Using the PO Number hyperlink. You can not “over-receive” purchase order items. click the Add button on the toolbar.

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

FabTrol MRP Version: 2. stock will be given a status of Committed. If you have checked the user preference option to “Wait to post remnants until confirming cuts.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. After you have verified your nesting. you will want to verify that all items on the cut list have a stock record.x Quick Study Guide edition: January 2007 .” your remnant options will be deactivated. 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. When you are ready to release cut lists into the shop.0.

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

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

x Quick Study Guide edition: January 2007 . The Confirm Selected Bars button has been clicked. The returned remnant will be held for the current job. you will want to confirm your cut lists. Reserve remnants for linked ABM This option will return off-cuts to stock if the length is over the scrap-less than threshold. The bar is selected ( ) 2. Save usable remnants as free stock This option will return off-cuts to stock if the length is over the scrap less than threshold. Reserve remnants for this job This option will return off-cuts to stock if the length is over the scrap-less than threshold. The returned remnant will not be held for any job. When you click Confirm Selected Bars.0. FabTrol MRP Version: 2. The returned remnant will be held for the linked ABM 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. you have four options for reposting off-cuts: Scrap all remnants This option will not return any remnants to stock. 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. Note: The scrap rems less than option is set on the Purchasable Lengths tab.

FabTrol MRP Version: 2. Parts from removed bars will appear in the “Check Me!” nesting. You will also be given an option to set the status of the bar in stock to either reserved or free stock. You may even swap bars with other FabTrol MRP projects. You may swap any bar that is the same length or longer as the parts nested into it. Swap Bar This option will allow you to choose a different bar that is currently in stock. Things to remember about swapping bars You may swap bars with any bar in stock that is the same type. size.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. If your swap causes a nesting problem elsewhere.0.x Quick Study Guide edition: January 2007 . you will be asked to print a report identifying the problem. and grade.

FabTrol MRP Version: 2. A filter can be set to view material by selecting a type from the Mat’l Types box. You must set a filter to view stock items.0. Cut items are not deleted. To open this window click: Materials menu > StockMiser Things to remember about the StockMiser module: The StockMiser window opens without a filter set. Received items are entered automatically. but change status and become used. Preposted items are available after the due date.x Quick Study Guide edition: January 2007 .48 Materials Management – Quick Study Guide Managing Stock with the StockMiser module The StockMiser module is where the items in your yard are managed.

the Date available will be the date it was actually received (or manually entered).x Quick Study Guide edition: January 2007 . The Date used box will only be populated when a stock item has actually been used. then the Date available is the date the remnant was reposted. Adding stock items is done with the Add button on the toolbar.Materials Management – Quick Study Guide 49 Adding. the Date available will be the Due date from the PurchaseMate module. FabTrol MRP Version: 2. It is also the best place to edit stock items. If the item is a remnant that was reposted. 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. and Reviewing Stock Items The Edit Stock Item tab is where stock is added. 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.0. Editing. If the item is received.

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

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

FabTrol MRP Version: 2. Received materials will print a report for stored materials. click on the Usage tab in the StockMiser window. Typically. Select whether you want to view received or used materials. Selecting Full lengths will charge full lengths to a job. 4. To open this window click: Materials menu > StockMiser > Usage tab Things to remember about the Stock Usage report This report respects the stock filter. 2. Select a detailed or summary report. Selecting Remnants will list the items returned to stock for a job. Most often. 6. Selecting Both will list the net usage for a job. Click the Print button to print the report. Select the method of reporting. To use the Stock Usage report. Set the stock criteria you want to include. this is by Job number.0. Stock items with a category of On order will not appear on this report. 5.x Quick Study Guide edition: January 2007 . Set the date range for the report. Used materials will print a report for cut materials. this is either monthly or year-to-date.52 Materials Management – Quick Study Guide Stock Usage Report To obtain a report of the items used on a project. 3. do the following: 1.

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

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

Suggestions are in parenthesis: Ship via (Vendor Truck) Terms FOB (As Agreed) (Destination) Material test reports required ( ) FabTrol MRP Version: 2. click: Materials menu > PurchaseMate > Defaults tab Fill in the following items to save you some typing when you add purchase orders. Each of these items may be edited for individual purchase orders.x Quick Study Guide edition: January 2007 . 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. Deselecting this option will allow purchase order numbers to run consecutively for all jobs. PurchaseMate > Defaults tab To open purchase order defaults. 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. Setup Purchasing Preferences To properly use the PurchaseMate module. each user must have a few preference settings adjusted. 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. 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.

You will also see the vendor the PO was issued to and the weight and cost for each PO. there are a number of useful reports that can be generated to help manage purchase orders. Material list This report provides several ways to list or summarize the items on a purchase order. Commonly used purchasing reports include: Material received This report. 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). The Call In Report lists only items due in that are on a cut list.0. At the bottom. respecting the purchasing filter that is set. FabTrol MRP Version: 2.56 Materials Management – Quick Study Guide Purchasing Reports Within the flexibility and power of the PurchaseMate module. you will see totals for weight and cost. Review POs This report will give you a summary of the purchase orders you have issued for a given project. Material due in This report is different than the Call In Report in that it lists all items that have not been formally received.x Quick Study Guide edition: January 2007 . Summary of POs by vendor This report provides an accounting and summary of all POs for a given vendor. along with the description listed in the PO Specs tab of the PurchaseMate window. You may also set filters for material types and jobs. Summary of POs by job This report provides an accounting and summary of all POs for a given job.

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