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

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

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 . Project numbers can not contain the following characters: / \ [ ] < > ~ ! @ # $ % ^ & * ( ) + = Project numbers can contain the following characters: . If necessary. you can also create an Advanced Bill job.0. Project numbers allow up to eight alphanumeric characters.2 Materials Management – Quick Study Guide Creating Projects for Production When you are awarded a contract. the first thing you should do is create a Detailed job._ Advanced Bill project numbers can be suffixed with an “A”. To open this window click: File menu > New Things to remember about new jobs Project numbers must be unique. 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. you should open up the Project Specifications window and fill out some information about the project. tab: Shop order number (if different from FabTrol MRP project number) Customer PO number FabTrol MRP Version: 2.0. the following Project Specification fields should be filled out for a Detailed job: Project tab: Related estimate no. 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 .

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

3. To create a trial nest.0.6 Materials Management – Quick Study Guide Creating ABM Nests in the OptiMiser module Once you have a preliminary bill of materials. and a multing are synonymous terms in the OptiMiser module. 4. Calculate your nesting by clicking the Next >> button on the Calculator tab.x Quick Study Guide edition: January 2007 . 2. Nest filters will generally be by sequence and material type. After you set your nest filter. 5. To open this window click: Materials menu > OptiMiser Things to remember about creating trial nests A nesting. Trial nests are the first step of the nesting process. a cut list. FabTrol MRP Version: 2. Remember to set a nest filter and nest name. do the following: 1. The nest name should reflect the nest filter. Review the items on the Available Stock tab. you can create nestings in the OptiMiser module. Review the items on the Purchasable Lengths tab. review the items on the Parts to Cut tab.

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

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. When nesting into stock that has a category of “On Order. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . 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. and the Available Stock filter.” 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.0.

x Quick Study Guide edition: January 2007 . 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. FabTrol MRP Version: 2.0. The scrap remnant threshold is 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. Each item must have a unit cost in order to nest. and clamping are set on the Purchasable Lengths tab.

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

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

0. To open this window click: Advanced Options in the Optimization Options window Things to remember about the Advanced Optimization Options window Optimize for waste. then the settings will be copied to subsequent nestings. not cost will set all costs for purchasable lengths to the same value. Do not use this option if you have entered pricing and lengths from multiple vendors into the Purchasable Lengths tab A Power factor value of six results in the most comparisons between nesting solutions A Material handling factor will result in longer bars used over shorter bars. The actual value of stock is not affected. The Stock valuation is turned on by default.12 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. FabTrol MRP Version: 2.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.

The remnant length is the total remnant length for all bars.Materials Management – Quick Study Guide 13 Reviewing Nestings After you calculate a nesting.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.0. The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email. The percentages are calculated by dividing the total remnant length by the total bar length. you can review it by clicking Nest Results. To open this window click: Nest Results in the OptiMiser window Things to remember about the Summary of Nesting Results window The Summary of Nesting Results window provides a “bird’s eye view” of a nesting.

Information about the bar appears in the upper right-hand side of the Nest Explorer window. 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. size.x . You may substitute any bar that is the same length or longer as the parts nested into it. and grade. This option will allow you to choose a different bar length and/or source. This option will allow you to un-nest one or more parts within a bar.14 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. you can adjust it in the Nest Explorer window. Bars appear in the tree-view (left-hand side) of the Nest Explorer window. Bar numbers begin at 3 and restart for every material type. Bars are a nesting solution. This option will allow you to un-nest all parts on a bar and delete a bar instance. Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window.0. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2. 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.

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

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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 . 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. Things to remember about issuing PO’s You can not pre-post or receive PO’s until they have been issued.Materials Management – Quick Study Guide 19 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. The issue box can be found in the upper right hand corner of the Items on Order tab in the PurchaseMate window. The Print PO button is found on the bottom row of buttons in PurchaseMate window. you may issue a purchase order number. Printing purchase orders PO’s are printed by clicking the Print PO button in the PurchaseMate window.0. Only issued PO’s can be included in the Accounting Export. Purchase orders for mills can be printed with a Recap by Type/Size/Length option. This will “roll up” all like items into a single line. FabTrol MRP Version: 2.

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

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

0.22 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 .

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

This order of fabrication is determined in FabTrol MRP with sequence assignments. 2. Sequences should be assigned prior to creating DBM cut lists. Assemblies are assigned to sequences and lots. Select the sequence/lot on the left to pull assemblies from. Select the assemblies on the left and use the Move buttons to move the assemblies to the right.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. An optional subdivision of a sequence. do the following: 1.0. Select the sequence/lot on the right to move assemblies to. Sequences and lot assignments can be imported from your detail drawings. FabTrol MRP Version: 2. 3. To manually assign sequences in the Sequence Assignments window. Things to remember about sequence assignments Sequence and lot names can be up to ten characters in length.x Quick Study Guide edition: January 2007 . To open this window click: Materials menu > Sequence Assignments Sequence Lot An area on the job site that determines the fabrication and erection schedule. Parts are assigned to Phases (codes).

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

To create a trial nest. a cut list. do the following: 1.26 Materials Management – Quick Study Guide Creating DBM Cut lists Once you have reviewed your sequence assignments. 5.x Quick Study Guide edition: January 2007 . Remember to set a nest filter and nest name. Nest filters will generally be by sequence and material type. Review the items on the Available Stock tab. FabTrol MRP Version: 2. review the items on the Parts to Cut tab. After you set your nest filter. 4. and a multing are synonymous terms in the OptiMiser window.0. Review the items on the Purchasable Lengths tab. Calculate your nesting by clicking the Next >> button on the Calculator tab. The nest name should reflect the nest filter. you can create DBM cut lists in the OptiMiser window. 3. To open this window click: Materials menu > OptiMiser Things to remember about creating Trial Nests A nesting. 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. The Print button will print a filtered listing of parts on this nesting.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. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . The Cut Info button will show you if a part has contours or miters.

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.x Quick Study Guide edition: January 2007 . 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.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: 2.0. and the Available Stock filter.

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

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

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

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

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. 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.0. The percentages are calculated by dividing the total remnant length by the total bar length.x Quick Study Guide edition: January 2007 . you can review it by clicking Nest Results.Materials Management – Quick Study Guide 33 Reviewing Nestings After you calculate a nesting. The remnant length is the total remnant length for all 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. size.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. Parts are nested into bars. 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. This option will allow you to un-nest one or more parts within a bar.0. This option will allow you to choose a different bar length and / or source. and grade. Bars are a nesting solution. Information about parts nested on each bar appears in the lower right-hand side of the Nest Explorer window. Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2. you can adjust it in the Nest Explorer window.34 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. 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. Bar numbers begin at 3 and restart for every material type.

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

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

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. 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. If you do not add a PO.x Quick Study Guide edition: January 2007 .0.

This option will allow you to set a filter on the cut list items placed 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. In the window that opens. Click the Multiple Buy Lists button. From the Items on Order tab in the PurchaseMate window. 2.x Quick Study Guide edition: January 2007 .0. FabTrol MRP Version: 2. Click a box to set a filter on the nestings you have just selected. Click the Select Cut Lists button. The Filling a Purchase Order window will open. Click the Fill PO button to place the filtered items on the purchase order. 3. 4. 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. 6. To use Multiple Buy Lists. you can populate the purchase order by filling it from the Buy List.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor. click Fill PO Items. Move the nestings to filter on from the left hand side of the list to the right hand side. do the following: 1. select the items you wish to filter on. The Purchase Order Fill Options window will open. Click Okay to close the window.

The issue box can be found in the upper right hand corner of the Items on Order tab in PurchaseMate. 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. FabTrol MRP Version: 2. 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. Purchase orders for mills can be printed with a Recap by Type/Size/Length option. you may issue a purchase order number. The Print PO button is found on the bottom row of buttons in the window.0. 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.x Quick Study Guide edition: January 2007 . Only issued PO’s can be included in the Accounting Export.

FabTrol MRP Version: 2. ).40 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order. 4. The Prepost a Purchase Order window will open. In order to be Preposted. Provides a mechanism for proactive materials management.0. 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. 2. 3. Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. Change the Due date for each PO item.x Quick Study Guide edition: January 2007 . do the following: 1. Click the Prepost PO button. the Preposted check box must be checked ( To prepost PO items. 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 Preposted date will be the stock available date. This record in the StockMiser module will have a category of On Order.

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

Repeat steps 5 through 7 for each heat cert number.x Quick Study Guide edition: January 2007 .0. 10. 9.42 Materials Management – Quick Study Guide 7. select the next PO line item. In the Item # box. FabTrol MRP Version: 2. Click Okay. Repeat steps 5 through 9 until your items have been received. 8.

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

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

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

The returned remnant will not be held for any 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. 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 linked ABM job. Reserve remnants for linked ABM This option will return off-cuts to stock if the length is over the scrap-less than threshold. When you click Confirm Selected Bars. The returned remnant will be held for the current job.x Quick Study Guide edition: January 2007 . The Confirm Selected Bars button has been clicked. FabTrol MRP Version: 2.0. 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. 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: 1.46 Materials Management – Quick Study Guide Confirming Cut Lists After your materials have been cut and the Expanded Cut List returns from the shop. you will want to confirm your cut lists. Note: The scrap rems less than option is set on the Purchasable Lengths tab.

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

A filter can be set to view material by selecting a type from the Mat’l Types box. FabTrol MRP Version: 2. Received items are entered automatically. 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 . but change status and become used. Preposted items are available after the due date. You must set a filter to view stock items. Cut items are not deleted.48 Materials Management – Quick Study Guide Managing Stock with the StockMiser module The StockMiser module is where the items in your yard are managed.0.

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

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

select Reserved for this job. An example of this would be allocating a missing piece of stock to project “MIA.” If you do not want to use a stock item. 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.x Quick Study Guide edition: January 2007 . Remnants are reposted by entering a quantity and length.Materials Management – Quick Study Guide 51 Manually Allocating Items You may manually allocate items in the StockMiser window.0. FabTrol MRP Version: 2.

this is either monthly or year-to-date. 2. Most often. Click the Print button to print the report. Set the date range for the report. 5. this is by Job number. click on the Usage tab in the StockMiser window. Selecting Remnants will list the items returned to stock for a job. Stock items with a category of On order will not appear on this report. 6. Received materials will print a report for stored materials. 4. To use the Stock Usage report. Select whether you want to view received or used materials. Selecting Both will list the net usage for a job. do the following: 1.0. Select the method of reporting. Select a detailed or summary report. To open this window click: Materials menu > StockMiser > Usage tab Things to remember about the Stock Usage report This report respects the stock filter. Selecting Full lengths will charge full lengths to a job. Used materials will print a report for cut materials.x Quick Study Guide edition: January 2007 . 3. Set the stock criteria you want to include. Typically.52 Materials Management – Quick Study Guide Stock Usage Report To obtain a report of the items used on a project. FabTrol MRP Version: 2.

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

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

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.x Quick Study Guide edition: January 2007 . Setup Purchasing Preferences To properly use the PurchaseMate module. PurchaseMate > Defaults tab To open purchase order defaults. Deselecting this option will allow purchase order numbers to run consecutively for all jobs. Deselecting this option will assign only one job to all items on a purchase order Restart PO numbers for each job Selecting this option will force each job to start purchase order numbering at 00001. Each of these items may be edited for individual purchase orders. each user must have a few preference settings adjusted.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.0. Following is a guide to setting up the PurchaseMate module to produce purchase orders. 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. 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.

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

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