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

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

Following is an overview of the tools available in FabTrol MRP. 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. The Estimating. Drawings. Edit. Toolbar Just below the menu bar. nesting. and stock maintenance modules. View. insert. The File. Menus When you first open FabTrol MRP.x Quick Study Guide edition: January 2007 . plus an introduction to basic functions you’ll need to know. and Production menus are module-specific. Projects. Tools. and Help menus contain functions common to all FabTrol MRP modules. top. you’ll see a toolbar. you’ll see a conventional set of Windows menu commands across the top of your computer screen. or sides of the window view area by clicking on it and dragging it to the desired location. The buttons on this toolbar provide single-click access to many of the program's most common functions. The Materials menu provides access to functions associated with the purchasing. This toolbar can be repositioned at the bottom.FabTrol MRP – Interface Basics i Interface Basics Welcome to FabTrol MRP. Add. These menus provide access to all FabTrol MRP functions.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: 2.0.x Quick Study Guide edition: January 2007 .

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

Materials Management – Quick Study Guide 3 Project Specifications After you have created a new project.x Quick Study Guide edition: January 2007 . the following Project Specification fields should be filled out for a Detailed job: Project tab: Related estimate no. tab: Shop order number (if different from FabTrol MRP project number) Customer PO number FabTrol MRP Version: 2. 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. 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.0.

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

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

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

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

When nesting into stock that has a category of “On Order. then a “No stock matches the filter condition” Alert! window will open: The stock filter can also be accessed from the Optimization Options window. FabTrol MRP Version: 2.0. and the Available Stock filter.x Quick Study Guide edition: January 2007 .” 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.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.

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

However. These lengths are stored in the Unit Price File. FabTrol MRP Version: 2.10 Materials Management – Quick Study Guide Setting and saving lengths in the Purchasable Lengths tab Each material type in FabTrol MRP is assigned a default set of purchasable lengths. alternate lengths can be saved and filled in the OptiMiser window.x Quick Study Guide edition: January 2007 .0.

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

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. then the settings will be copied to subsequent nestings.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. The Stock valuation is turned on by default. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 .0. Do not use this option if you have entered pricing and lengths from multiple vendors into the Purchasable Lengths tab A Power factor value of six results in the most comparisons between nesting solutions A Material handling factor will result in longer bars used over shorter bars. 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.

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 . you can review it by clicking Nest Results. To open this window click: Nest Results in the OptiMiser window Things to remember about the Summary of Nesting Results window The Summary of Nesting Results window provides a “bird’s eye view” of a nesting. The percentages are calculated by dividing the total remnant length by the total bar length.0. 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.

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

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

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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

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

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

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

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

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 . FabTrol MRP Version: 2. the Drawing Manager module’s revision checking will compare the import file to your ABM for differences.0. It is necessary to link the Advanced bill project to your Detailed job in order to nest your detailed bill of materials to your preliminary purchases. you must link the two projects in the Project Specifications window: To open this window click: View menu > Project Specs > Related advanced bill no.

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

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

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

FabTrol MRP Version: 2. When nesting into stock that has a category of On Order. and the Available Stock filter. the Use materials on or available before date filter must be adjusted.0.28 Materials Management – Quick Study Guide Reviewing Available Stock The Available Stock tab will show you the items in stock that meet the filter conditions of both the Nest filter.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.

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

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

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

FabTrol MRP Version: 2. Applying a material handling factor will result in longer bars used over shorter bars. 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. not cost will set all costs for purchasable lengths to same value. The actual value of stock is not affected.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.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.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 Stock valuation is selected by default. then the settings will be copied to subsequent nestings.

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

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

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

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

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

x Quick Study Guide edition: January 2007 . 2. To use Multiple Buy Lists. 6. Click the Select Cut Lists button. The Filling a Purchase Order window will open. click Fill PO Items. Click the Fill PO button to place the filtered items on the purchase order. From the Items on Order tab in the PurchaseMate window. FabTrol MRP Version: 2. You will not be allowed to over-purchase items if you use either of these options to fill out your purchase orders: OptiMiser Buy List Multiple Buy Lists This option will allow you to place all items from one or more cut lists on to a PO. 3. Move the nestings to filter on from the left hand side of the list to the right hand side. you can populate the purchase order by filling it from the Buy List. Click a box to set a filter on the nestings you have just selected. 5. 4. The Purchase Order Fill Options window will open. In the window that opens. Click the Multiple Buy Lists button.0. select the items you wish to filter on. Click Okay to close the window. 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. This option will allow you to set a filter on the cut list items placed on to a PO. do the following: 1.38 Materials Management – Quick Study Guide Filling Purchase Orders from the Buy List After you have added PO and selected a vendor.

0. FabTrol MRP Version: 2.x Quick Study Guide edition: January 2007 . Purchase orders for mills can be printed with a Recap by Type/Size/Length option. Printing Purchase Orders PO’s are printed by clicking the Print PO button in the PurchaseMate window. This will “roll up” all like items into a single line. 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.Materials Management – Quick Study Guide 39 Issuing and Printing Purchase Orders Once you have filled out a purchase order and set the pricing. Only issued PO’s can be included in the Accounting Export. The issue box can be found in the upper right hand corner of the Items on Order tab in PurchaseMate. The Print PO button is found on the bottom row of buttons in the window. PO’s printed for multiple jobs can have each job’s items grouped by selecting the List by job number option. To open this window click: Print PO in PurchaseMate Things to remember about printing purchase orders The intent of the PO without costs is to provide a document for shipping and receiving personnel.

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

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

Repeat steps 5 through 7 for each heat cert number. 10. 9. Repeat steps 5 through 9 until your items have been received. Click Okay.0. FabTrol MRP Version: 2. select the next PO line item.42 Materials Management – Quick Study Guide 7.x Quick Study Guide edition: January 2007 . 8. In the Item # box.

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

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

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. This allows your sawyer to note a single alteration to a cut list. To print this report click: Reports button in OptiMiser > Expanded cut list Things to remember about the Expanded Cut List Each instance of a bar is listed on the Expanded Cut List. Have your sawyers measure and write down usable remnants on the cut list.x Quick Study Guide edition: January 2007 . you will want to print the Expanded Cut List and Pull List for detailed job reports. 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. These reports are located on the Nesting tab of the main Reports window. it must return so that you can confirm a nesting as cut.Materials Management – Quick Study Guide 45 Working with the Expanded Cut List After you have verified your cut list.0. After the Cut List goes out to the shop.

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

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

0. but change status and become used.x Quick Study Guide edition: January 2007 . 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. FabTrol MRP Version: 2. To open this window click: Materials menu > StockMiser Things to remember about the StockMiser module: The StockMiser window opens without a filter set. You must set a filter to view stock items. Received items are entered automatically. A filter can be set to view material by selecting a type from the Mat’l Types box. Preposted items are available after the due date.

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

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

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

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

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

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

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

At the bottom. Material list This report provides several ways to list or summarize the items on a purchase order. respecting the purchasing filter that is set. there are a number of useful reports that can be generated to help manage purchase orders.x Quick Study Guide edition: January 2007 . Commonly used purchasing reports include: Material received This report. Summary of POs by job This report provides an accounting and summary of all POs for a given job. The Call In Report lists only items due in that are on a cut list. 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). Review POs This report will give you a summary of the purchase orders you have issued for a given project. You may also set filters for material types and jobs. FabTrol MRP Version: 2.56 Materials Management – Quick Study Guide Purchasing Reports Within the flexibility and power of the PurchaseMate module. 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. you will see totals for weight and cost.0. 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 vendor This report provides an accounting and summary of all POs for a given vendor.

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