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

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

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

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

0.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 .

_ 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. you can also create an Advanced Bill job. Project numbers allow up to eight alphanumeric characters.x Quick Study Guide edition: January 2007 . If necessary.0.2 Materials Management – Quick Study Guide Creating Projects for Production When you are awarded a contract. Project numbers can not contain the following characters: / \ [ ] < > ~ ! @ # $ % ^ & * ( ) + = Project numbers can contain the following characters: . the first thing you should do is create a Detailed job. FabTrol MRP Version: 2.

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

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

0.x Quick Study Guide edition: January 2007 . To open this window click: View menu > Bill of Materials FabTrol MRP Version: 2. 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.

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

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. FabTrol MRP Version: 2. 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.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.x Quick Study Guide edition: January 2007 .

” the Use materials on or available before date filter must be adjusted.0. and the Available Stock 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. then a “No stock matches the filter condition” Alert! window will open: The stock filter can also be accessed from the Optimization Options window.8 Materials Management – Quick Study Guide Reviewing Available Stock The Available Stock tab will show you the items in stock that meet the filter conditions of both the Nest filter.

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

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

Cut to size nestings are calculated by de-selecting both Purchasable bars and Stock items. click the Next >> button on the Calculator tab.0. The stock available date should be set to one day before the cutting date.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. FabTrol MRP Version: 2. To open this window: Materials menu > OptiMiser > Click Next>> on the Calculator tab Things to remember about setting optimization options Set the planned cutting date according to your project schedule. and selecting Order new material cut to size.

12 Materials Management – Quick Study Guide Setting Advanced Optimization Options If you adjust Advanced Optimization Options on your first nest. It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. This value setting will only be for calculation purposes only. The actual value of stock is not affected.x Quick Study Guide edition: January 2007 . not cost will set all costs for purchasable lengths to the same value. 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. The Stock valuation is turned on by default. 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 A Material handling factor will result in longer bars used over shorter bars.0.

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

Quick Study Guide edition: January 2007 Remove Part FabTrol MRP Version: 2.14 Materials Management – Quick Study Guide Adjusting Nestings Once you have calculated a nesting. you can adjust it in the Nest Explorer window. and grade. This option will allow you to un-nest all parts on a bar and delete a bar instance. To open this window click: Nest Explorer button in OptiMiser Things to remember about the Nest Explorer window The Nest Explorer window may be used for cut list adjustments when a nesting is in a trial or approved state. Nestings may be adjusted in four ways in the Nest Explorer window: Freeze Bar Remove Bar Substitute Bar This option holds a nesting solution for a bar during a recalculation. size.0. Information about the bar appears in the upper right-hand side of the Nest Explorer window. This option will allow you to un-nest one or more parts within a bar. This option will allow you to choose a different bar length and/or source. Parts are nested into bars.x . 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. 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 from the bill of materials become Allocated. the nesting’s parts can not be re-nested. 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. To open this window. 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. Items not residing on a cut list are outstanding. All of the options in the Nest Explorer window are still available when a nesting has been approved. FabTrol MRP Version: 2. each nesting that is added will show you what items are not on any cut list. Parts from the bill of materials can not be nested on a different nesting once they reside on an approved cut list. and should be identified. simply add a new cut list and label it CHECK ME! You can then see the outstanding items on the Parts to Cut tab. Using A “Check Me!” Nest to Identify Outstanding Items Every time you approve a cut list. you should approve that nesting.0. Therefore. To obtain a “CHECK ME!” nest. Bars to be purchased are placed onto the Buy List.x Quick Study Guide edition: January 2007 .

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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 . This will “roll up” all like items into a single line.Materials Management – Quick Study Guide 19 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. Purchase orders for mills can be printed with a Recap by Type/Size/Length option. 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. The Print PO button is found on the bottom row of buttons in PurchaseMate window. you may issue a purchase order number. The issue box can be found in the upper right hand corner of the Items on Order tab in the PurchaseMate window. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. FabTrol MRP Version: 2.0. Printing purchase orders PO’s are printed by clicking the Print PO button in the PurchaseMate window. Only issued PO’s can be included in the Accounting Export.

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

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

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 .

0. the Drawing Manager module’s revision checking will compare the import file to your ABM for differences. 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. 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.x Quick Study Guide edition: January 2007 . hyperlink Things to remember about linking ABM’s to DBM’s If you link the ABM project to the DBM before you import your first set of drawings.

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

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

5. After you set your nest filter.26 Materials Management – Quick Study Guide Creating DBM Cut lists Once you have reviewed your sequence assignments. To create a trial nest. Review the items on the Available Stock tab. review the items on the Parts to Cut tab. The nest name should reflect the nest filter. Review the items on the Purchasable Lengths tab. 3. Calculate your nesting by clicking the Next >> button on the Calculator tab. 2. 4. Nest filters will generally be by sequence and material type. do the following: 1. Remember to set a nest filter and nest name. FabTrol MRP Version: 2. you can create DBM cut lists in the OptiMiser window. a cut list.0. To open this window click: Materials menu > OptiMiser Things to remember about creating Trial Nests A nesting.x Quick Study Guide edition: January 2007 . and a multing are synonymous terms in the OptiMiser window.

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 Print button will print a filtered listing of parts on this nesting. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 27 Reviewing the Parts to Cut The Parts to Cut tab will show you the bill of material items that meet the criteria of the Nest filter. The Status button will show you if like part marks are cut on other nestings. The Cut Info button will show you if a part has contours or miters.

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

0. FabTrol MRP Version: 2. Allowances for saw kerf.x Quick Study Guide edition: January 2007 . and clamping are set on the Purchasable Lengths tab.Materials Management – Quick Study Guide 29 Reviewing Purchasable Lengths The Purchasable Lengths tab is where you specify what material lengths are available from your vendors. 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. trim cutting. The scrap remnant threshold is set on the Purchasable Lengths tab.

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

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. The stock available date should be set to one day before the cutting date. and selecting Order new material cut to size.0. FabTrol MRP Version: 2.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.x Quick Study Guide edition: January 2007 .

Applying a material handling factor will result in longer bars used over shorter bars.0. The actual value of stock is not affected. It ignores the actual value of stock and values stock at 10 cents on the dollar for calculating purposes only. FabTrol MRP Version: 2. then the settings will be copied to subsequent nestings.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.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. The Stock valuation is selected by default. not cost will set all costs for purchasable lengths to same value. 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. you can review it by clicking Nest Results. To open this window click: Nest Results in the OptiMiser window Things to remember about the Summary of Nesting Results window The Summary of Nesting Results window provides a “bird’s eye view” of a nesting. The remnant length is the total remnant length for all bars.0. The Copy to Clipboard button will allow you to copy the contents of the Summary of Nesting Results window into an email.x Quick Study Guide edition: January 2007 .Materials Management – Quick Study Guide 33 Reviewing Nestings After you calculate a nesting. The percentages are calculated by dividing the total remnant length by the total bar length.

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

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

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

x Quick Study Guide edition: January 2007 .0. you are editing an existing PO! FabTrol MRP Version: 2. If you do not add a PO. To open this window click: PurchaseMate button in OptiMiser > Add button Things to remember about creating new purchase orders You must add new purchase orders by clicking the Add button on the toolbar.Materials Management – Quick Study Guide 37 Creating Purchase Orders The next step in the DBM materials management process is to purchase the Buy List on purchase orders.

6. 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. Click the Select Cut Lists button. The Filling a Purchase Order window will open. 2. Click the Fill PO button to place the filtered items on the purchase order. In the window that opens. do the following: 1. Move the nestings to filter on from the left hand side of the list to the right hand side.0. 5. select the items you wish to filter on. click Fill PO Items. From the Items on Order tab in the PurchaseMate window. 4.x Quick Study Guide edition: January 2007 . you can populate the purchase order by filling it from the Buy List. FabTrol MRP Version: 2. To use Multiple Buy Lists. The Purchase Order Fill Options window will open. Click Okay to close the window. 3. You will not be allowed to over-purchase items if you use either of these options to fill out your purchase orders: OptiMiser Buy List Multiple Buy Lists This option will allow you to place all items from one or more cut lists on to a PO. Click a box to set a filter on the nestings you have just selected. Click the Multiple Buy Lists button.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor.

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

The Prepost a Purchase Order window will open. 4. do the following: 1. Provides a mechanism for proactive materials management. FabTrol MRP Version: 2. 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. In order to be Preposted. This record in the StockMiser module will have a category of On Order.0.40 Materials Management – Quick Study Guide Preposting Purchase Orders Preposting purchase orders simply confirms a delivery date for items on a purchase order. Things to remember about preposting purchase orders Each preposted item will add a record in the StockMiser module. Change the Due date for each PO item. Navigate to the PO item to receive using the PO Number hyperlink in the PurchaseMate window. ). 3. Click the Prepost PO button.x Quick Study Guide edition: January 2007 . Select the Preposted checkbox for each item. The Preposted date will be the stock available date. 2. the Preposted check box must be checked ( To prepost PO items.

change the quantity on the Items on Order tab. you should receive the purchase order items. navigate to the PO to receive. FabTrol MRP Version: 2.0. Enter the Quantity and Heat cert number for the receiving record. 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. 4. To add a receiving record. “Delivery note” is another way of saying “Vendor’s delivery ticket number” or “Vendor’s bill of lading number. 6. Open the PurchaseMate window by clicking the Materials menu and selecting PurchaseMate.” 5. 2. To receive purchase orders. do the following: 1. click the Add button on the toolbar.Materials Management – Quick Study Guide 41 Receiving Purchase Order Items When materials arrive. This allows you to have many receiving records for each PO line item for situations such as: Partial shipments/back orders Multiple heat certification numbers for one PO line item. You can not “over-receive” purchase order items. Fill in the default receiving fields found below the receiving grid. If you wish to accept over-shipments. Using the PO Number hyperlink. Click on the Receiving tab.x Quick Study Guide edition: January 2007 . 3.

FabTrol MRP Version: 2. In the Item # box. Repeat steps 5 through 9 until your items have been received. 10.0. Click Okay.42 Materials Management – Quick Study Guide 7. select the next PO line item. 9.x Quick Study Guide edition: January 2007 . 8. Repeat steps 5 through 7 for each heat cert number.

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

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

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

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

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

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

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

but a delivery date has been confirmed by the merchant. it also means that the listed entry is on a cut list report somewhere in your shop. The item has arrived. Stock Categories Stock categories reflect whether an item is on hand or not. Because a verified cut list ahs been issued to the shop.x Quick Study Guide edition: January 2007 . FabTrol MRP Version: 2.50 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. The item is listed on an approved cut list for a job. 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 no longer exists. Used The item no longer exists. Should a stock item have a status other than Free. The cut list number appears in the Nest Number box. The item is listed on a verified cut list for a job. The cut list number appears in the Nest Number box. the project number it is allocated to will appear in the Reserved for project box. Here is a brief synopsis of the stock categories: On order Received Used The item has not been received. when an item is committed.0. but has no particular assignment to a nesting. The item has been held for a job.

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

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

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

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

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

Summary of POs by vendor This report provides an accounting and summary of all POs for a given vendor. Material due in This report is different than the Call In Report in that it lists all items that have not been formally received. Summary of POs by job This report provides an accounting and summary of all POs for a given job. FabTrol MRP Version: 2.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). At the bottom. The Call In Report lists only items due in that are on a cut list. Commonly used purchasing reports include: Material received This report.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. Material list This report provides several ways to list or summarize the items on a purchase order. you will see totals for weight and cost.0. You may also set filters for material types and jobs. respecting the purchasing filter that is set. You will also see the vendor the PO was issued to and the weight and cost for each PO. along with the description listed in the PO Specs tab of the PurchaseMate window. Review POs This report will give you a summary of the purchase orders you have issued for a given project.

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