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

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

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

0.x Quick Study Guide edition: January 2007 .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 . If necessary. you can also create an Advanced Bill job.2 Materials Management – Quick Study Guide Creating Projects for Production When you are awarded a contract. Project numbers allow up to eight alphanumeric characters. the first thing you should do is create a Detailed job. Project numbers can not contain the following characters: / \ [ ] < > ~ ! @ # $ % ^ & * ( ) + = Project numbers can contain the following characters: . FabTrol MRP Version: 2.0. To open this window click: File menu > New Things to remember about new jobs Project numbers must be unique._ Advanced Bill project numbers can be suffixed with an “A”.

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.x Quick Study Guide edition: January 2007 .0. tab: Shop order number (if different from FabTrol MRP project number) Customer PO number FabTrol MRP Version: 2.Materials Management – Quick Study Guide 3 Project Specifications After you have created a new project. 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.

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: 2.0.

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.x Quick Study Guide edition: January 2007 .

Calculate your nesting by clicking the Next >> button on the Calculator tab.0. 3. 2. The nest name should reflect the nest filter. you can create nestings in the OptiMiser module. and a multing are synonymous terms in the OptiMiser module. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . To create a trial nest. 4. a cut list. Remember to set a nest filter and nest name. Nest filters will generally be by sequence and material type. review the items on the Parts to Cut tab. To open this window click: Materials menu > OptiMiser Things to remember about creating trial nests A nesting. 5. Trial nests are the first step of the nesting process. After you set your nest filter. Review the items on the Purchasable Lengths tab. Review the items on the Available Stock tab. do the following: 1.6 Materials Management – Quick Study Guide Creating ABM Nests in the OptiMiser module Once you have a preliminary bill of materials.

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.0. 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 .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. FabTrol MRP Version: 2.

x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.” the Use materials on or available before date filter must be adjusted. then a “No stock matches the filter condition” Alert! window will open: The stock filter can also be accessed from the Optimization Options window. 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.0.8 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. and the Available Stock filter. When nesting into stock that has a category of “On Order.

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

FabTrol MRP Version: 2.10 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. These lengths are stored in the Unit Price File. alternate lengths can be saved and filled in the OptiMiser window.x Quick Study Guide edition: January 2007 .

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

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.0.x Quick Study Guide edition: January 2007 . not cost will set all costs for purchasable lengths to the same value. then the settings will be copied to subsequent nestings. The Stock valuation is turned on by default. It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating 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. 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. FabTrol MRP Version: 2. This value setting will only be for calculation purposes only.

Materials Management – Quick Study Guide 13 Reviewing Nestings After you calculate a nesting. The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email. 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.0. 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. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .

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

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

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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 . The issue box can be found in the upper right hand corner of the Items on Order tab in the PurchaseMate window.Materials Management – Quick Study Guide 19 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. 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 Print PO button is found on the bottom row of buttons in PurchaseMate window. Purchase orders for mills can be printed with a Recap by Type/Size/Length option.0. you may issue a purchase order number. FabTrol MRP Version: 2. 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. Printing purchase orders PO’s are printed by clicking the Print PO button in the PurchaseMate window. This will “roll up” all like items into a single line.

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

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

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.

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

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

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

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

The Print button will print a filtered listing of parts on this nesting. 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.0. The Cut Info button will show you if a part has contours or miters. FabTrol MRP Version: 2. The Status button will show you if like part marks are cut on other nestings.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.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. the Use materials on or available before date filter must be adjusted.0.x Quick Study Guide edition: January 2007 . When nesting into stock that has a category of On Order.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. and the Available Stock filter. FabTrol MRP Version: 2. 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 . trim cutting. Allowances for saw kerf. The scrap remnant threshold is set on the Purchasable Lengths tab. Each item must have a unit cost in order to nest. 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. FabTrol MRP Version: 2.0. and clamping are set on the Purchasable Lengths tab.

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

x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.0. The stock available date should be set to one day before the cutting date. Cut to size nestings are calculated by unselecting both Purchasable bars and Stock items. and selecting Order new material cut to size. 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 31 Setting Optimization Options and Calculating Nests When you are ready to calculate your nesting. click the Next >> button on the Calculator tab.

It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. The Stock valuation is selected by default. Applying a material handling factor will result in longer bars used over shorter bars. The actual value of stock is not affected. then the settings will be copied to subsequent nestings.32 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest. This value setting will only be for calculation purposes only. not cost will set all costs for purchasable lengths to same value.x Quick Study Guide edition: January 2007 . 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. To open this window click: Advanced Options in the Optimization Options window Things to remember about the Advanced Optimization Options window Optimize for waste. FabTrol MRP Version: 2.0.

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. The percentages are calculated by dividing the total remnant length by the total bar length. The remnant length is the total remnant length for all bars.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.0. 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.Materials Management – Quick Study Guide 33 Reviewing Nestings After you calculate a nesting.

This option will allow you to un-nest one or more parts within a bar. Information about parts nested on each bar appears in the lower 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. 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. This option will allow you to choose a different bar length and / or source. and grade. This option will allow you to un-nest all parts on a bar and delete a bar instance. you can adjust it in the Nest Explorer window. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2. size.0. Bars are a nesting solution. Information about the bar appears in the upper right-hand side of the Nest Explorer window. 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.x . 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.

you should approve that nesting. Bars to be purchased are placed onto the Buy List. the parts on the nesting can not be nested again.0. 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.Materials Management – Quick Study Guide 35 Approving Nestings When you get a nesting that you are satisfied with. To obtain a “CHECK ME!” nest. FabTrol MRP Version: 2. They are given a status of assigned. Parts from the bill of materials become allocated. each nesting that is added will show you what items are not on any cut list. Items not residing on a cut list are outstanding and should be identified. 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.x Quick Study Guide edition: January 2007 . 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. 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.

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

0. If you do not add a PO. you are editing an existing PO! FabTrol MRP Version: 2.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.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.

2. 4. click Fill PO Items. 5. In the window that opens. FabTrol MRP Version: 2.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor. 3. Move the nestings to filter on from the left hand side of the list to the right hand side. select the items you wish to filter on.x Quick Study Guide edition: January 2007 . Click the Fill PO button to place the filtered items on the purchase order. 6.0. you can populate the purchase order by filling it from the Buy List. This option will allow you to set a filter on the cut list items placed on to a PO. Click the Multiple Buy Lists button. Click the Select Cut Lists button. To use Multiple Buy Lists. Click Okay to close the window. 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. 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. do the following: 1. The Purchase Order Fill Options window will open. From the Items on Order tab in the PurchaseMate window. The Filling a Purchase Order window will open. Click a box to set a filter on the nestings you have just selected.

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. The Print PO button is found on the bottom row of buttons in the window. 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. Printing Purchase Orders PO’s are printed by clicking the Print PO button in the PurchaseMate window.x Quick Study Guide edition: January 2007 . The issue box can be found in the upper right hand corner of the Items on Order tab in PurchaseMate. 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.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. Only issued PO’s can be included in the Accounting Export.0.

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

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

42 Materials Management – Quick Study Guide 7. Repeat steps 5 through 9 until your items have been received. Repeat steps 5 through 7 for each heat cert number. FabTrol MRP Version: 2.0. 10.x Quick Study Guide edition: January 2007 . 8. Click Okay. 9. select the next PO line item. In the Item # box.

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

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

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. This allows your sawyer to note a single alteration to a cut list. it must return so that you can confirm a nesting as cut.x Quick Study Guide edition: January 2007 . Have your sawyers measure and write down usable remnants on the cut list. Pre-posted bars (bars on order) will be noted in the bar information line with the purchase order number and vendor. After the Cut List goes out to the shop.0.Materials Management – Quick Study Guide 45 Working with the Expanded Cut List After you have verified your cut list. FabTrol MRP Version: 2. 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.

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

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

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

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

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

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

Selecting Both will list the net usage for a job. To use the Stock Usage report. Most often. Received materials will print a report for stored materials. this is by Job number. Select whether you want to view received or used materials. 3. 2. Selecting Full lengths will charge full lengths to a job. Click the Print button to print the report. Selecting Remnants will list the items returned to stock for a job. 6.52 Materials Management – Quick Study Guide Stock Usage Report To obtain a report of the items used on a project. FabTrol MRP Version: 2. click on the Usage tab in the StockMiser window. Used materials will print a report for cut materials. Select a detailed or summary report.0. Set the date range for the 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. 4. Set the stock criteria you want to include. Stock items with a category of On order will not appear on this report. do the following: 1. Select the method of reporting. 5. Typically.x Quick Study Guide edition: January 2007 . this is either monthly or year-to-date.

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

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.x Quick Study Guide edition: January 2007 . then click Add/Change ASTM Specs. To open this window click: Materials menu > PurchaseMate Things to remember about the PurchaseMate module Purchase orders can be produced for anything. FabTrol MRP Version: 2. point to Options. To add ASTM specs. PurchaseMate is also the interface to the stock system. click Tools. You can add boilerplate content to your purchase orders with ASTM Specs.0.54 Materials Management – Quick Study Guide The PurchaseMate module: Integrated Purchasing and More The PurchaseMate module does more than produce purchase orders. It enables you to keep all of a project’s purchases in one place.

Suggestions are in parenthesis: Ship via (Vendor Truck) Terms FOB (As Agreed) (Destination) Material test reports required ( ) FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . 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.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. click: Materials menu > PurchaseMate > Defaults tab Fill in the following items to save you some typing when you add purchase orders. Following is a guide to setting up the PurchaseMate module to produce purchase orders. PurchaseMate > Defaults tab To open purchase order defaults. 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. 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. each user must have a few preference settings adjusted. Each of these items may be edited for individual purchase orders.0.

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

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