System Admin User Guide for Order Management 5.4...Introduction | System Admin for Order Management...

System Admin for Order Management User Guide

Suite 4.0 / Version 5.4

June / 2016

2 l EFI Technique 5.4 | System Admin for Order Management 5.4 User Guide

Copyright © 1999 - 2016 by Electronics for Imaging United Kingdom Limited. All Rights Reserved.

Copyright © 1999 - 2016 by Electronics for Imaging, Inc. All Rights Reserved.

EFI Technique | Order Management User Guide

June, 2016 5.4

This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or transmitted in any form or by any means for any purpose without express prior written consent from Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not represent a commitment on the part of Electronics for Imaging, Inc.

Patents

This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056, 4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040, 5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516, 5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335, 6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975, 6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036, 6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206, D439,851, D444,793.

Trademarks

The APPS logo, AutoCal, Auto-Count, Balance, Best, the Best logo, BESTColor, BioVu, BioWare, ColorPASS, Colorproof, ColorWise, Command WorkStation, CopyNet, Cretachrom, Cretaprint, the Cretaprint logo, Cretaprinter, Cretaroller, DockNet, Digital StoreFront, DirectSmile, DocBuilder, DocBuilder Pro, DocStream, DSFdesign Studio, Dynamic Wedge, EDOX, EFI, the EFI logo, Electronics For Imaging, Entrac, EPCount, EPPhoto, EPRegister, EPStatus, Estimate, ExpressPay, Fabrivu, Fast-4, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, Fiery JobFlow, Fiery JobMaster, Fiery Link, Fiery Prints, the Fiery Prints logo, Fiery Spark, FreeForm, Hagen, Inktensity, Inkware, Jetrion, the Jetrion logo, LapNet, Logic, MiniNet, Monarch, MicroPress, OneFlow, Pace, PhotoXposure, PressVu, Printcafe, PrinterSite, PrintFlow, PrintMe, the PrintMe logo, PrintSmith, PrintSmith Site, Printstream, Print to Win, Prograph, PSI, PSI Flexo, Radius, Rastek, the Rastek logo, Remoteproof, RIPChips, RIP-While-Print, Screenproof, SendMe, Sincrolor, Splash, Spot-On, TrackNet, UltraPress, UltraTex, UltraVu, UV Series 50, VisualCal, VUTEk, the VUTEk logo, and WebTools are trademarks of Electronics For Imaging, Inc. and/or its wholly owned subsidiaries in the U.S. and/or certain other countries.

All other terms and product names may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged.

Introduction | System Admin for Order Management User Guide 5.4 l 3

Table of Contents Introduction ..................................................................................................................... 5

Contact Information ............................................................................................................................ 5About This Guide ................................................................................................................................ 7About the Order Management Setup in Technique .......................................................................... 7

Set Up Order Management ............................................................................................ 8User Profiles ........................................................................................................................................ 8

Order Management ......................................................................................................................... 8Invoice Generation ........................................................................................................................ 12

Application Settings .......................................................................................................................... 13Order Management ....................................................................................................................... 13Estimating ..................................................................................................................................... 21WIT ............................................................................................................................................... 21Invoice Generation ........................................................................................................................ 22

Order Maintenance ............................................................................................................................ 24Resources ..................................................................................................................................... 25Site ................................................................................................................................................................. 25Department .................................................................................................................................................... 26Location ......................................................................................................................................................... 26Live ................................................................................................................................................................. 26Do Not Plan .................................................................................................................................................... 26Departments ................................................................................................................................. 26Events ........................................................................................................................................... 27Event Groups and Items ................................................................................................................................ 27Templates ...................................................................................................................................................... 29Non Working Days ......................................................................................................................................... 31Advanced Profiling ........................................................................................................................ 32Misc 2 ............................................................................................................................................ 32Work Note Types ........................................................................................................................................... 33Insert Actual Categories ................................................................................................................................. 33Insert Balance Actions ................................................................................................................................... 34

Fields available when generating a Pallet Label from Order Management ................................. 34Advanced Packing Configuration .................................................................................................... 37

Application Settings ...................................................................................................................... 37Material Maintenance – Estimating Maintenance ......................................................................... 39Stacking Patterns – MIS Console ................................................................................................. 41

Material Demand Configuration ....................................................................................................... 43Estimating Maintenance Set Up .................................................................................................... 43Materials Form .............................................................................................................................. 43Raise Demand for Material items .................................................................................................. 44

Bindery Extras Configuration .......................................................................................................... 45Estimating Maintenance – Set Up ................................................................................................. 45Bindery Extras Master List ............................................................................................................ 45Bindery Extras Materials ............................................................................................................... 46Linking Bindery Extras to Resources ............................................................................................ 46

4 l EFI Technique 5.4 | System Admin for Order Management 5.4 User Guide

Adding supported Bindery Extras to a Resource .......................................................................... 47Cylinder Planning Configuration ..................................................................................................... 48

Information Console ...................................................................................................................... 48Application Settings ....................................................................................................................................... 48User Profiles ................................................................................................................................................... 49Estimating Maintenance ................................................................................................................ 49Changes to the Fold Catalog Definition ......................................................................................................... 49Changes to the Imposition Maintenance ........................................................................................................ 51Planning Maintenance .................................................................................................................. 52Resources tab ................................................................................................................................................ 52Order Maintenance ....................................................................................................................... 52Cylinders ........................................................................................................................................................ 52Resources tab ................................................................................................................................................ 54

Configuring your system for Invoice Generation ........................................................................... 54Payment Terms/Due ..................................................................................................................... 54Start From: Invoice Date ................................................................................................................................ 54Start From: Specific Date ............................................................................................................................... 55Start From: End of the Month ......................................................................................................................... 56Financial Discount .......................................................................................................................................... 57Job Costing Integration ................................................................................................................. 58Link Invoice Types ......................................................................................................................................... 58Revenue Analysis by Department .................................................................................................................. 60Sales Ledger Integration ............................................................................................................... 60Invoice Notes ................................................................................................................................ 61


Introduction EFI Technique software offers an end-to-end software solution from the point of sales through production to the shipment of goods. It has the comprehensive capabilities of a world-class MIS software system, while fitting the unique business processes of publication and commercial print companies. The solution’s comprehensive capabilities are able to address the needs of print companies with complex operating environments such as multi-site, multi-currency, multi-language and multi-product production processes.

Contact Information EFI Support

Web Site: https://customer.efi.com/support

UK Phone: + 44 (0) 1246-298085

US Phone: +1-855-EFI-4HLP

E-mail: [email protected] Regular USA Service Desk hours are 8:30 AM to 5:00 PM Eastern Time, Monday – Friday.

Regular European Service Desk hours are 8:30 AM to 5:00 PM Greenwich Mean Time (British Summer Time during summer), Monday – Friday.

Note For problems involving infrastructure (i.e., computers, networks, operating systems, backup software, printers, third-party software, etc.), contact the appropriate vendor. EFI cannot support these types of issues.

EFI Professional Services

UK Phone: + 44 (0) 113 3836000 EFI Professional Services can help you perform EFI software installations, upgrades, and updates. This group can also help you implement, customize, and optimize your EFI software plus offer a range of training option.


About This Guide EFI Technique Order Management offers you the ability to prepare an order for issue to plan, prepare detailed Works Instruction, and generate demand for materials and monitor costs and price. This System Admin User Guide explains how the application can be set up and configured so that Order Management can be implemented to meet your organization’s requirements and this guide is intended for use with the IT Manager and team, project leads and super users of the system.

About the Order Management Setup in Technique To set up Order Management, you need to configure settings located in several modules in EFI Technique:

• Information Console > Tools > Application & Languages > Application settings

• Information Console > Tools > Users & Profiles > Profile Groups

• Order Maintenance > Resources

• Order Management > Tools > Options

Note Access to application settings and Profile Groups is also available via MIS Console > Maintenance > My Information > Application Settings and MIS Console > Maintenance > My Information > Profile Groups.

8 l EFI Technique 5.4| System Admin for Order Management User Guide

Set Up Order Management The following chapter provides details on the set up and configuration of Order Management:

• Configure the User Profiles for user access

• Configure the Application Settings per site

• Configure the resources within Order Maintenance

• Tools > Options in Order Management – this can be done by the users rather than a System Administrator

• Customizing the display – this can be done by the users rather than a System Administrator

User Profiles There are multiple profile options, that need to be considered when deciding the roles of users who will access the application.

Order Management Profile Option Description Chapter reference

Members can Add new Commercial Jobs You can create orders from estimates

New Order

Members can Add new Contract Jobs Users can create orders from contracts

New Order

Members can Change existing Jobs Users can amend existing orders Managing the order

Members can Delete Jobs Users can delete existing orders Managing the order Members can Accept Jobs Setting is no longer used

Members can Assign Job Numbers Users can add a job number or change an existing job number

Managing the order

Members can Update Job Status Users can change the status of the job

Managing the order

Members have access to Sector Jobs Users can see orders which are included in the Sector to which they belong

Managing the order

Members have access to Group Jobs Users can see orders which are included in the Group to which they belong

Managing the order

Members can View Unaccepted Jobs Setting is no longer used Setting is no longer used Members have access to Site Jobs Users can only see orders which

are included in the Site to which they belong

Managing the order

Members can Print Order Pack Users can print the Order Summary document for an order

Printing

Members can view Pricing Summary Users have access to the Pricing tab

Pricing Summary

Members can view Costing Summary for Site

Users have access to the Cost Analysis window for their Site

Cost Analysis

Set Up Order Management | System Admin for Order Management User Guide 5.4 l 9

Profile Option Description Chapter reference Members can view Costing Summary for

Order Users have access to the Cost Analysis window for the whole order (only appropriate for multi-site users)

Cost Analysis

Members can set Official Order status Users can enter the Official Order information for an order

Managing the order

Members can set Credit Approved status Users can approve the Credit status for an order

Managing the order

Members can set Allow Job to Proceed status

Users can indicate that the order can be processed without credit approval

Managing the order

Members can Assign CSR's Users can associated a CSR with a job

Managing the order

Members can Publish Jobs Setting is no longer used Setting is no longer used

Members can Maintain Order Management

Users can access Order Maintenance

Set Up Order Management

Members can Revise Orders Users can revise an order Revising the order

Members can Reprice Orders Setting is no longer used Setting is no longer used

Members can view attachments Users can view attachments associated with an order

Attachments

Members can manage attachments Users can edit/attach documents associated with an order

Attachments

Members can Manage Production Method

Users can change the Method of Working in a job

Press and Finishing Operations

Members can maintain Contract data Users can gain access to the Contract Management application via the Tools menu

Managing the order

Members can restore Closed and Cancelled jobs

Users can change the status of a job which has been Closed or Cancelled back to an ‘active’ status

Managing the Order

Members can Cancel orders Users can change the status of a job to Cancelled

Cancelling an order

Members have Multi Site Authority For multi-site users only, users can change data associated with alternative sites within an order

Multi-Site

Members can raise Purchase Orders for services.

Users can generate the Purchase Order for services relating to the order

Purchase Orders

Members can raise Purchase Orders for materials.

Users can generate the Purchase Order for materials relating to the order

Purchase Orders

Members can create pallet labels Users can create the pallet labels Dispatch Details

Members can Print Works Instruction Users can print the Works Instruction document

Generating the WIT


Profile Option Description Chapter reference Members start in Pending Orders view By default, and if set to True (1),

when users open Order Management the Pending view will open. If not set in conjunction with Completed view, then the Current view will open by default

Customizing the display

Members start in Completed Orders view By default, and if set to True (1), when users open Order Management the Complete view will open. If not set in conjunction with Pending view, then the Current view will open by default


Members can Print Sales Invoice Users can open the Invoice Generation application using the Print function

Invoicing

Members can Print Order Confirmation Users can print the Order Confirmation document

Generating the order confirmation

Members can Print Quotation Users can print the Quotation associated to the order (if created from an estimate)

Printing

Members can Close Jobs Users can change the status of the order to Closed

Managing the order

Members can edit Closed Jobs Users have the ability to amend an order which has a Closed status

Managing the order

Members can issue, update and delete JDF jobs.

Users can amend orders associated with JDF

For further details see JDF Integration User Guide

Members can set Complete and Invoiced Status

Users can change the status of an order to Complete and Invoiced

Managing the order

Members can delete other users attachments

Users can delete attachments which were added by other users

Attachments

Members can source and allocate paper. Users can select a stock code from Inventory to a demand raised in the order and allocate to the print routes

Paper

Members can Proceed Order without Official Order

Users can state that the order can proceed through the various status changes without having received an official order from the customer

Managing the Order

Members can maintain Template jobs Users can change the status of a job to Template

Managing the order

Members can access the Main tab Users can select the Main tab within a job

Defining the order

Members can access the Print Routing tab

Users can select the Print Routing tab within a job


Members can access the Finishing Details tab

Users can select the Finishing Details tab within a job


Members can access the Ancillary Items tab

Users can select the Ancillary Items tab within a job

Ancillary Items


Profile Option Description Chapter reference Members can access the Paper Details

tab Users can select the Paper Details tab within a job

Paper

Members can access the Dispatch Details tab

Users can select the Dispatch Details tab within a job

Dispatch Details

Members can access the Contact Details tab

Users can select the Contact Details tab within a job

Contact Details

Members can access the Job History tab Users can select the Job History tab within a job

Job History

Members can access Custom Fields Users can select the Custom Fields (if created) within a job

Generating the Works Instruction

Members can access Work Notes Users can select the Work Notes window within a job


Members can ‘Print’ documents The Print option is available to users with this permission

Various

Members can access the Version Master Users can select the Version Master window

Versions

Members can access the Parts List Users can select the Parts List window


Members can ‘Issue’ Multi-Site Users can issue elements of an order to sub-sites or the managing printer as appropriate

Multi-Site

Members can access the Packing tab Users can select the Packing Details tab within a job

Packing

Members can import dispatch information.

In conjunction with the Dispatch Import license enables, users can import the dispatch data from an external source

Dispatch Import

Members can reverse last status change. Users can change the status of a job to it’s previous status

Managing the Order

Members can view events tab. Users can select the Events tab within a job

Managing the Order

Members can edit advanced profile fields Users can make changes to the finishing profile using the Advanced function

Advanced Finishing Profiles

Members can edit paper certification. Users can select/change the certification of paper associated with an order

Paper

Members can view Invoiced orders. Users can view orders which have a status of Complete and Invoiced

Managing the order

Members can view Closed orders. Users can view orders which have a status of Closed

Managing the order

Members can view Cancelled orders. Users can view orders which have a status of Cancelled

Managing the order

Enable/Disable Receive POs. If allowed you will be able to receive against a line item for a Purchase Order

Purchase Orders


Profile Option Description Chapter reference Members can view Open Invoices. You can view the invoices that have

been created and receive against them and will affect the open credit balance

Open Invoices

Members can view Payments Received. You can view the invoices that have payments received for them

Payments Received

Members can view Events. Users can view the detail within the Events tab


Members can access the Purchase Orders tab

Users can select the Purchase Orders tab within a job

Purchase Orders

Members can access the Material details tab

Users can select the Material Details tab within a job

Material Details

Members can edit Material details Users can make changes to the Material requirements within the Material Details tab of a job

Material Details

Members can alter Job Bag Ready Status You can change the Job Bag Ready check box from Yes to No


Members can view Cylinders In conjunction with the Cylinder Planning license, users have the authority to view the Cylinder status and summary forms in the Order. With this permission this enables the buttons.

Cylinder Planning

Members can only use estimates from their site.

When the user permission is allowed users will not see other sites’ enquiries in the drop down screen in Order Management when creating the order.

Create a new order

Invoice Generation Profile Option Description Chapter reference

Members can edit invoice line items Specifies whether the user has the ability to edit the system generated invoice line items.

Invoicing

Members can override Payment Terms Specifies whether the user has the ability to override the default payment terms on the invoice.

Invoicing

Members can convert proforma to actual

Specifies whether the user has the ability to convert previously generated proforma invoices to Actual invoices.

Invoicing

Members can void invoices and credit notes

Specifies whether the user has the ability to Void invoices and credit notes which have not been transferred to a separate accounts system.

Invoicing

User contract list limited by customer This option is no longer used and should remain in Disallowed Applications and Actions.

Invoicing

Reference to specific profile options will be included throughout the Order Management 5.4 User Guide when explaining the different scenarios available to you.


Application Settings Order Management has a number of Application Settings that control various aspects of the module’s operation. The system administrator can maintain application Settings within either Information Console or MIS Console.

Order Management No. Setting Description Example

Value Chapter reference

1 OPT_ALLOW_CUST_CHANGE Users can change job customers 1 Reviewing the order

2 OPT_CREATE_JDF_FILE Create JDF file when pre-production estimate is run

0 For further details see JDF Integration User Guide

3 VAL_SFDC_NAME Defines the name of the 3rd party SFDC software

SFDC n/a

4 VAL_DEF_CURRENCY_SYMBOL Sets the application currency symbol

£ Pricing

5 Use Paper Set to “-1” if paper tab sets amber paper light or “0” if paper dates on Press Routing Tab set amber paper light

true Traffic Light System

6 OPT_DO_NOT_RESET_CREDIT_CHECK

Credit Check cannot be reset after it has been passed

0 Managing the order

7 OPT_APPLY_DEFAULT_TRIMS Automatically apply default trim to new orders

1 Review order detail

8 OPT_EXPORT_FIN_STYLE_TO _PLAN

Export finishing style to Other Info for tasks created from press routes

1 Issue to Plan

9 Revision Options User can choose to keep some data when revising an order

1 Revising the order

10 VAL_DEF_PACKS_PER_LAYER Default packs per layer in packing specifications

15 Packing

11 VAL_DEF_LAYERS_PER_PALLET Default layers per pallet in packing specifications

7 Packing

12 Apply Contract Web overrides Create override record entries against the print route containing the original override web widths from the estimate/contract

true Press

13 OPT_ALLOW_LONG_JOBNO Members can specify Job No of 12 characters long

true Managing the order

14 OPT_SHOW_PUBLICATION_DATE Show publication date -1 Review Order Detail

15 OPT_AUTO_JOB_NO Automatically create job numbers true Managing the order


No. Setting Description Example Value

Chapter reference

16 OPT_IMPERIAL_CALC Switch to set Metric (FALSE) or US Imperial (TRUE) calculation

false Various

17 Layout Back Orient Default Viewing Orientation for the reverse side of layouts

0 Product Definition

18 Layout Rotate Default Viewing Rotation of Layouts


19 VAL_DEF_NO_STITCHES Sets the default number of stitches for contract jobs

2 Review Order Detail

20 OPT_SORTBYRESOURCE Sort press routes by Resource before Sequence

0 Printing the Works Instruction

21 CREDITCHCK_SALESLEDGER Use the sales ledger and other orders to determine credit checks

0 Managing the Order

22 Size Tolerance % Defines the % tolerance allowed when changing section size

5 Reviewing the order

23 Weight Tolerance % Defines the % tolerance allowed when changing a sections weight


24 Certificate of Insertions template ID An ID that is used to retrieve the certificate of insertion

43 Inserts

25 Default Sig Type 1 =”A”, 2 = “001”, 3 = “A01” 2 Appendix – Print Routing Field Definition

26 Default Part Ref Type 1 = “A0”, 2 = “A-0”, 3 = “ACOMM”, 4 = “A” or “AEXP”

4 Appendix – Print Routing Field Definition

27 Multiple estimating Versions Sets whether Order works with Estimating 2.x and Estimating 3.x Concurrently

0 No longer applicable

28 VAL_JDF_SUBMIT_URL Defines the URL to submit JMF messages


29 OPT_JDF_APOGEEX Defines whether the JDF is targeted for ApogeeX capability only


30 VAL_JDF_UNC_PATH Defines the UNC file path where the file should be output to


31 VAL_JDF_FETCH_URL Defines the URL (http) where the JDF should be fetched from




Chapter reference

32 OPT_COM_ISSUE_TO_PLAN Defines whether the system automatically issues any unissued routes to the plan when Issuing the job from COM to FWP status

0 Managing the Order

33 ForceEstimate Does not allow the user to close the job form without a valid estimate if true

0 Closing the order

34 OPT_JDF_PRINERGY Defines whether the JDF is targeted for Prinergy capability only


35 OPT_JDF_DQS_MODE Defines whether the JDF is targeted for DQS (Digital Print Strip) mode (1 = true/page rendering, 0 = false/sheet rendering


36 OPT_JDF_PREVIEW_GENERATION Defines whether the JDF should include a PreviewGeneration (CIP3 ink data) task (1 = true, 0 = false)


37 OPT_JDF_LISTEN_URL Defines the URL where JMF messages should be sent from an external system


38 CommXrefsLive Are Xrefs for commercial orders live in inventory demand

0 Paper

39 Edit Supplied Pag Determines whether supplied sections can have their pagination edited

0 Customer Supplied Parts

40 WarnDeldateChange Remind user to check delivery dispatch dates when changing the main end delivery date

0 Dispatch Details

41 New order Email Notification Email Address that is notified when a new order is submitted

[email protected]

Creating a new order

43 VAL_DEF_PREPRESS_ID Default list (comma separated) of prepress activities for contract jobs. Set to ID contained in the PrepType table.

6 Review Order Detail

44 VAL_JDF_NAMEDFEATURES Sets the value of the NamedFeatures attribute in the JDF root node


45 VAL_WORKTICKET_URL Defines the URL of the MIS Console Workticket Viewer page.




Chapter reference

46 VAL_SHOW_COMPLETED_ORDERS Shows Completed Orders as a view in the toolbar, may slow application if enabled. 0 = Off, 1 = On

0 Views

47 VAL_OM_REFRESH_SECONDS Number of seconds between the automatic refresh of the order list. 0 = 0ff, 300 = default

300 Views

48 Job History days Number of days notifications are visible for.

30 Job History

49 APPSETTING_STOPINDISPUTE Prevents Order Creation for In Dispute Customers

0 Company Indicators

50 APPSETTING_MUTIJOB Allows multiple Orders to be opened as detached items from the list

0 Opening the order for the first time

51 DEF_START_DEL_TIME Default time to set the start delivery to

15:00 Event Dates

52 DEF_FIN_DEL_TIME Default time to set the finish delivery to

15:00 Event Dates

53 OPT_SHOW_BINDERY_MODES_WARNING

Whether or not the warning about multiple matching bindery modes is shown (0 = false, 1 = true)

0 Appendix – Finishing Detail Field Definition

54 NO_DAYS_PREV_PAPER No of days prior to the schedule delivery date to set the paper date (-1 for off)

3 Event Dates

55 NO_DAYS_PREV_FILES No of days prior to schedule delivery date to set the schedule files date (-1 for off)

4 Event Dates

56 DEF_PAPER_TIME Default time to set the schedule paper date to

10:00 Event Dates

57 DEF_FILES_TIME Default time to set the schedule file dates to

16:00 Event Dates

58 PDF Location Location to store PDF documents Printing

59 Document Email Subject Line Default subject line used when emailing a PDF document

Your order confirmation for job [#JOBNO#] is attached

Generating Order Confirmation

60 CONTRACT_INSERTS_VALIDATION Check insert type exists in contract and warn upon estimation of order. 1 = On, 0 = Off

0 Inserts

61 Issue Multi Pass Issue subsequent passes separately to planning: 0 = No, -1 = Yes

0 Issue to Plan



Chapter reference

63 Press Copies Warning The number of copies difference between route quantity and planned quantity that causes the quantity to be marked red as a warning in the press grid

0 Changes to the Order

64 Update Dispatch Date Update Load Dispatches with main delivery date when changed

-1 Dispatch Details

65 Switch depth/width to width/depth Switch Depth and Width around e.g. this would alter a 297 x 210 size to appear as 210 x 297. 0 = Off, 1 = On


66 OPT_JDF_FUJIXMF Enables FujiXMF specific JDF features (0 = On, 1 = Off).


67 OM_OPEN_IN_COLLAPSED_VIEW Upon opening Order management, the list is opened in collapsed view if a sequence id defined. 0 = False, 1 = True. Default = false

0 Customizing the Display

68 Always Edit Folios Users can edit route folios for all orders. 1 = true, 0 = false.

1 Press

69 Show SKU’s Controls visibility of SKU items within order management

1

71 CompPagIncNoUp Composite route pagination includes no up: 16 + 872pp 2-up = 24 when false, 32 when true. 0 = false ,1 = true

0 Press

72 BPOP Prefix Import packing, BPOP Type Name Prefix

PAL Dispatch Import

73 Bundle Prefix Import packing, Bundle Type Name Prefix

BDL Dispatch Import

74 Carton Prefix Import packing, Carton Type Name Prefix

CTN Dispatch Import

75 Other Prefix Import packing, Other Type Name Prefix

CUS Dispatch Import

76 OPT_CONF_ PDF_USE_SERVER Whether or not the order confirmation should be emailed from the users client PC or from the server (0 = client/off, 1 = server/On

0 Printing

77 VAL_CONF_PDF_CC_TO Specifies who should be CC’d when emailing the order confirmation.Possible calues include #[SALES]#(Salesperson), #[CSR]# or any valid email address separated with ;

Generating the order confirmation



Chapter reference

78 OPT_WIT_PDF_USE_SERVER Whether or not the works instruction should be emailed from the users client PC or from the server (0 = client/off, 1 = server/On

Printing the Works Instruction

79 VAL_WIT_PDF_TO Specifies who should be CC’d when emailing the order confirmation.Possible calues include #[SALES]#(Salesperson), #[CSR]# or any valid email address separated with ;


80 FSC Number FSC certification number for required documentation

Paper

81 PEFC Number PEFC certification number for required documentation

Paper

82 SFI number SFI certification number for required documentation

Paper

83 Gravure Cols Show additional information in print tab for gravure presses when estimated

0 Press

84 Cost uses OM element Costing uses OM Element rates for costing report breakdowns. If false, these are retrieved from estimating

1 Cost Analysis

85 AUTO_UPDATE_PAPER_ASSIGMENTS

Auto-update paper assignment 0 – disable, 1 - enable

1 Quantity changes

86 AUTOCREATEPO Switches on the auto-creation of Purchase orders for outwork Print, Finish and ancillary items. (0=Off/1=On)

1 Purchase Orders

87 VAL_DEF_OWMATERIALCODE Set from Order Maintenance, Materials and Services tab, code from the code grid, e.g 13 = External Outwork

19 Purchase Orders

88 MULTISITE Switches on the multisite option for an order (1 = On, Anything else = Off)

1 Multi-site

89 DEF_VIEW-NOTES Determines whether High Priority Company Notes warning message defaults to yes or No (1 = Yes, Anything else = No)

1 Contact Details

90 SHOW_WIP_PARTS_PACKING Allow WIP temporary packing 1 Packing

91 AUTO_CALC_TEMP_PACKING WIP should be automatically calculated when the exception packing is open

0 Packing

92 RECREATE_CONTRACT_ROUTES Tombstone and recreated all routes when editing a contract section

1 Changes to the order



Chapter reference

93 Simple Versions Use simple version information instead of fully detailed master versions.

0 Versions

94 CHECK_CLASSIFICATION_FIELD Forces the user to enter a value in the field before closing the order


95 PART_URL_LOCATION Location where the image, of the Part to be copied too

Customer Supplied Parts

96 SHOW_ADDRESS_NAME Show Address Name in Dispatch label

0 Dispatch Details

97 GRAVURELONGGRAIN Attempt long grain route calc if press has capability

0 Print Routing

98 SORT PACKING BY VERSION Sort Packing by version and profile run order – default 0 (false)

0 Packing

99 Order View Default Whether to open an order with the view set to whole order, not single job

0 Multi-Site

100 Plan Commence Del Planning uses the commence delivery date instead of the end delivery date

1 Key Dates

101 CSV char The character used to separate CSV values, default is comma

, Dispatch Import

102 AUT_WIT_REGENERATION When an order is closed, 0 indicates no action, 1 indicates the user should be prompted to regenerate the orders xml, 2 indicates the orders xml should be regenerated

1 Generaing the Works Instruction

103 AUTO_WIT-REGENERATION_SAVE_LOCATION

Save location for automatically generated orders xml files


104 SHOW_EXTENDED_INSERT_DETAILS

Extends the Insert Master form to allow Pagination, Depth, Width and Thickness to be maintained

1 Inserts

105 SHOW_INSERT_ACTUAL_CATEGORY_DETAILS

Show the Insert Categories button on the Insert Master Form

1 Inserts

106 INSERT_ACTUAL_PROFILE_DETAILS

Controls whether the Insert Actual list is based on the Insert Master List (False) or Finishing Profile List (True).

1 Inserts

107 AUTO_JOB_COST_STATUS Job Status at which automatic job costs are posted (AST, PRO, Fin, INV)

INV Job Costing

108 Allow Keep All Finishing Allow users to keep all finishing on revision. 1 = true, 0 = false

0 Revising the order



Chapter reference

109 JobNo same as OrderNo For single site users, they can choose to have job numbers identical to order numbers. 1 = true, 0 = false.


110 APPSETTING_ORD_EMAIL_FROM_ADDRESS

Default from address used when emailing from Order Management.

Printing

111 Must Choose MP site If set to true (1) managing printer must be chosen when creating Orders.

0 Creating a new order

112 INSERT_STOCK_CODE Constructer for insert stock codes. Inserts

113 SUPPLIED_USE_PARTID Use OM Part ID for Supplied stock code

CSP

114 CSP_IMAGE_URL Base URL of stored images CSP

115 CSP_EMAIL_LINE CSP Email opening line CSP

116 CSP_IMAGE_FILE_NAME Constructor for CSP Image Filenames.

CSP

117 AutoRegenXMLIsMultiSite Indicates if the Orders XML generated whan a job form is closed should be multi-site. Relised on application setting AUTO_WIT_REGENERATION (102).


118 OPT_CSR_REQUIRED Whether or not a CSR must be selected when creating an order from an estimate (1 = On/Required, 0 = Off/Not Required)

0 Creating a new order

119 SPLIT_OUT_CUTFOLD_ON_CREATION

Versioned Cut / Fold ops are created as individual operations

0 Versions

120 PressRunQtyReason Notification reason for press run qty changes (must be production)

0 Press Runs

121 ClearRecProvs Clear Provisions that have been received on Job close. Do not enable if using Costing

0 Job Costing

122 OverridePressBO Allows users to add override quantities to specific press routes.

0 Press and Finishing operations

123 INITIAL_PPE Automatically PPE order on first opening


124 INITIAL_CONFIRMATION Automatically Create Conf letter on first opening order.




Chapter reference

125 INITIAL_AST_ISSUE Automatically set to Await Start and Issue on first opening order (Needs PPE)


126 INITIAL_PAPER_ASSIGN Automatically assign paper on first opening order (Needs Await Start status)


127 USE_IMPOSITION_PREVIEWS Try and look up a specific Preview image for an imposition, rather than fold catalog layout

1 Layouts

128 AUTO_CALC_PLATES Use layout and page def info to generate plate changes.


129 DON’T_MERGE_PAPER_DEFS Don’t roll up paper definitions when creating orders from Estimate

0 Main tab

130 ALWAYS_USE_SBO Always Use Site Binders overs for finishing waste values.

0 Press and Finishing Operations

131 WHOLE_PACKS Round paper requirements and costs up to whole pack

0 Paper

132 SUPPRESS_QTY_MODS Never ask for reasons for routine Notifications

0 Notifications

Estimating No. Setting Description Example


121 SHOW_HEIGHT Show dimension 0 = off, 1 = on. This setting is entered in Estimating but is used in Order Management and Contract Management too. It is for information purposes only.

1 Main tab

WIT No. Setting Description Example


2 Multi Site Invoice Default for the Multi Site Check box when generating Works Instructions. 0 = uncheck, 1 = checked

0 Printing the Works Instruction

3 ORDER_XML_TRUE_VALUE Value to be used to represent True Boolean values in order XML.

True Printing the Works Instruction



Chapter reference

4 ORDER_XML_FALSE_VALUE Value to be used to represent False Boolean values in order XML.

False Printing the Works Instruction

Invoice Generation No. Setting Description Example


1 OPT_IMPERIAL_PAPER_CALC Specifies whether the paper allowances from contract are calculated with the US basis weight and basic area attributes

1 (true) Invoicing

2 OPT_CREATE_REVENUE_BATCH Specifies whether the system should create and attempt to post job costing revenue each time an actual invoice is raised

1 (true) Invoicing

3 OPT_AUTO_INVOICE_NO Specifies whether the system automatically generates a sequential invoice number each time an actual invoice is raised

1 (true) Invoicing

4 OPT_DEFAULT_SHOW_TAX Specifies whether the system shows the Tax detail on the invoice document by default

1 (true) Invoicing

5 OPT_PAYMENT_TERMS_REQD Specifies whether the payment terms must be selected before the invoice is generated

1 (true) Invoicing

6 DEF_TAX_PERCENTAGE Sets the default tax percentage for line items

15 Invoicing

7 PDF Location Location to store PDF documents \\Servername\Sharename

Invoicing

8 Invoice Email Subject Line ! This application setting is no longer in use. To define the email subject line use application string 475 so that it can be contact speaking language dependant

Invoicing

9 Use Customer Tax Use the tax rate set against the customer as default tax

1 (true) Invoicing

11 OPT_INVOICE_BY_DISPATCH Whether or not the invoice is created from a list of dispatched quantities (0=Off, 1=On).

1 (true) Invoicing

12 OPT_INVOICE_PDF_USE_SERVER Whether or not the invoice should be emailed from the users client PC or from the server (0 = client/off, 1=server/on)

1 (true) Invoicing



Chapter reference

13 VAL_INVOICE_PDF_CC_TO Specifies who should be CC’d when emailing the invoice. Possible values include #[SALES]# (salesperson), #[CSR]# or any valid email address separated with ;

#[SALES]#; #[CSR]#

Invoicing

14 OPT_CREDIT_NOTE_RANGE Credit notes use a different range of numbers to the sales invoices (0 = off/same range, 1 = on/different range).

1 (true) Invoicing

15 OPT_USE_DEPT_REVENUE_LIST Use departmental revenue analysis link for invoice line types (0 = OFF, 1 = ON).

1 (true) Invoicing

16 OPT_RETAIN_INVOICEDATE Retain invoice date from proforma 1 (true) Invoicing

17 OPT_INC_WEIGHT_AND_PALLETS Controls whether the 'Include weight and pallets' checkbox is checked by default (0=off/unchecked, 1=on/checked).

1 (true) Invoicing

18 OPT_DISABLE_TAX_WARNING Disables the red warning on the tax total within the invoice review screen. Useful when showing summary lines. (0 = Enabled/Warn, 1=Disabled/No Warn)

1 (true) Invoicing

19 OPT_PAYMENT_TYPE_REQD Whether or not the payment type field is mandatory. (0 = optional, 1 = mandatory)

1 (true) Invoicing

20 OPT_USE_BOOK_PRICE_DESCRIPTION

Use the book price description when book price method in use for automatic display on the invoice output.

1 (true) Invoicing

21 OPT_NO_ACTUAL_OUTPUT_DIFF Prevent users from converting actual invoices and credit notes when there are differences between the invoice and output totals (0=off/allow, 1=on/prevent).

1 (true) Invoicing

22 OPT_USE_SITE_NUMBERS Whether or not the system should use a site based range or use a global range for invoice and credit note numbers. (0=Off/Global, 1-On/Site)

1 (true) Invoicing

23 OVERRIDE_AUTO_INVOICENO Allow the user to override the auto generated invoice number.

1 (true) Invoicing

24 VAL_TAX_DECIMAL_PLACES Allows the user to define the number of decimal places for each tax value

E.g. 2 – i.e. 2 decimal places

Invoicing



Chapter reference

25 UPDATE_ALL_SITES Enables the default status change of a site to be applied to all sites (multi-site users only)

1 (true) 0 (false)

Invoicing

26 OPT_DO_NOT_PRORATA_SETUP Allows the user to define whether the prepress, ancillary, insert and print/finish set up lines are to be pro-rata’d for contract titles which have a make ready and price per 1,000 price type defined, when using the override job quantity function

1 (true) 0 (false)

Invoicing

27 DISPLAY_INVOICE_NOTES Provides the ability to enter Invoice related notes against a customer within MIS Console and have these notes displayed within the Invoice Generation form

1 (true) 0 (false)

Invoicing

28 SUBTOTAL_COMMERCIAL_JOBS Allows the user to set whether or not jobs from an estimate have a subtotal applied instead of the quote breakdown

1 (on/use subtotal)

Invoicing

29 SERVER_SIDE_EMAIL_FROM_ADDRESS

From email address used for PDF and Email functionality.

Invoicing

30 OPT_NO_ACTUAL_REVENUE_DIFF Prevent users from converting actual invoices and credit notes when there are differences between the invoice and revenue totals (0=off/allow, 1=on/prevent).

0 Invoicing

Reference to specific application settings will be included throughout the Order Management 5.4 User Guide when explaining the different scenarios available to you.

Order Maintenance The Order Management application has a separate maintenance application for some of the configuration purposes, however you will need to review the data entered in Estimating Maintenance, as Order Management will utilize this data when calculating routes etc. For further details see System Admin User Guide for Estimating 5.4. The application provides the means to configure Order Management in its environment to work with the Estimating, Planning, Job Costing and SFDC applications.

This document aims to provide the basic explanations of the items involved in Order Maintenance, that are required for the Order Management application.

Note The values and specific configurations set in the application should follow careful consideration of the business process and workflows used in the company implementing the system. The decisions taken in this part of the set-up process are key to the successful use of the associated applications and the availability of meaningful information.


The Order Maintenance application is launched from the Tools menu in Order Management.

Resources The first tab that is displayed is the Resources tab. This tab displays the name of the resources (or cost centers) that are in operation within your Technique system. From this window you can create the link between Estimating resources to Order Management and to Production Scheduling resources. This linking is fundamental to the successful operation of Order Management and it’s connection to Production Scheduling resources. Without these links you will not be able to re-estimate the order, that, in turn, will not generate the correct paper requirements for the order, or calculate the correct make ready and running time when issuing the print and finishing routes to the planning board.

For each Site, Department and Location, you must add resources, that will display in the Print Routing and Finishing Details tabs in the job and link these to the resources defined in both Estimating and Planning.

Note You can have one resource in Estimating linked to multiple resources in Order Management and Planning, but you must not have one resource in Order Management and Planning linked to multiple resources in Estimating.

Site The options available for selection are based on the data defined within the Organization structure in either Information Console or MIS Console.


Department The options available for selection for Department are entered within the Departments tab of Order Maintenance. You need to select the department that the resource belongs to.

Location The Locations are set within the Organization structure in either Information Console or MIS Console. Enter the location of where the resource is located.

The names of the resources in Order Maintenance should reflect the name of the resources that are most familiar to the production team.

The other two fields that must also be entered are Live and Do Not Plan.

Live When a new resource is added the Live check box is selected by default. You should only clear the Live check box when the resource is no longer required for selection within Order Management or Production Scheduling.

Do Not Plan This allows you to create a resource in Order Management that does not require issuing to the Production Schedule. This is particularly useful for calculation of material only components within Estimating and Order Management. It allows either the print or finishing operation to be created in Order Management but negates the need to have a Planning resource.

Departments There are three system-entered departments. These are are Prepress, Press and Finishing. You can add additional departments, however these must have a type of 1, 2 or 3 for the values to be included throughout the Technique system. The departments added on this tab will be available for selection on the Resources tab.


When adding additional departments, the Type field is mandatory and the options are as follows:

• Pre-Press (1)

• Press (2)

• Binding (3)

Events If you have a valid license for Order Management, CSR Checklist, the Events tab in Order Maintenance allows you to create and maintain events or tasks that need to take place during the life cycle of an order in Order Management. You can also create and manage Event templates that can be available for every job within Order Management. If you do not have the license the tab is still available but you will not have the options available to create and customize your own event groups and templates.

When you create an order you associate an Event Template to the order, although it is possible to amend the event template after the order has been created. The Event Templates can be created as general or specific as you need, so that they are valid for a particular contract title, or issue, or can be valid for a specific product type of order, or customer, and this will display all the date information in the Events tab within the order.

Order Management Events can also be linked to Production Scheduling events.

Note When linking Order Management events to Scheduling events, remember that Scheduling events must take place before a job is scheduled to print in the planning application.

Event Groups and Items System generated events will be available regardless of whether you have the CSR checklist license or not. However, you will only be able to add new Event Groups and Items with a valid license. As a consequence the Add, Remove, Non working Days and Template options will only be available with a valid Events license.

Events are broken down into two levels, Groups and Items.


Field Name Description

Event Group Group Code Enter a character code for the Event Group. The field allows a maximum of three

characters.

Description Enter the name of the event group. This can be changed for system-generated groups.

Sequence Enter the order display that the group will appear in the Events tab in Order Management.

System The check box will be selected for system Event Groups and cannot be cleared.

Add / Remove Click Add to create new Event Groups, or select an existing Event Group and click Remove to delete the group.

Event Item Event Code Enter a character code for the Event Item. The field allows a maximum of three

characters.

Description Enter the name of the event item. This can be changed for system-generated groups.

Sequence Enter the order display that the item will appear, within the group in the Events tab in Order Management.

Key Date This field will be populated for items that belong to the Event Group Key Dates and will display system event dates that cannot be changed.

System The check box will be selected for system Event Items and cannot be cleared.

Planning Event Enter the name of the Event in Production Scheduling to which the Event item in Order Management is to be linked. Note Only link to Scheduling events that occur before the job is due to print.

Managing Printer Only

For multi-site users only. Select the check box if the Item is for use with the Managing Printer only.

Press This enables you to assign an event item to a press resource and enter whether it’s valid for a cover or text printing, or both as appropriate. For example, if you has a Key Event set up for approval of proofs but that this is only ever required to be managed for cover components, then you should select the appropriate Event Item and associate it with the Press option Cover.

Required If this check box is not selected, this means that users of Order Management Events don't have to enter a date for the event in the Events tab or enter the event as complete. However, users can still enter a date and mark the event, in Order Management, as complete, and it will then interact with the Scheduling application in the usual way. This overrides the Required by Default check box within Planning Maintenance > Events and the Planning event criteria is now ignored for Order Management linked events.

Post Press This enables you to assign an event item to a finishing resource, in the same way that you can for a Press as detailed above.

Notify on Date Change

If selected, this will create an information notification to the Scheduling application if the date is changed within the order. It will also create an entry into the Job History tab in the order. However, the notifications created are auto-completed and for information purposes only.

Post Press Type This allows you to select the finishing operation to be associated with the Event and is only available if you have entered Specific Operation Type in Post Press.


Note Events in Planning are those that have to happen before the chosen process occurs, for example, do not assign a pre-press event to a finishing related operation, as this will cause production violations when looking at Route View in Production Scheduling.

When you have added all your required Event Groups and Items you can now create the Event Templates.

Templates Click Templates to open the Event Templates window. You can create as many templates as required.

In the above example event templates have been created. As appropriate, you can also select a template as a default, so that when users create an order from an estimate this template is offered and they then only need to change the event template when necessary.

You can also assign an event template to a contract title, so when creating orders from a contract (either in Contract Management or Order Management), the template is automatically selected. The template entered within Contract Management > Contract > Title will override the template entered as default within the Event Template window in Order Maintenance.

Note Users can change the template automatically entered when creating an order, and they can change the event template even after the order has been created.

Adding / Editing an Event Template

To create a new template, click Add from the Event Template window, or for an existing template, click Edit.


A second Event Template window will open.


Group This will display all the event groups that are available to be included in the template.

Event This will display all the event items that are available to be included in the template.

Show Select this check box if you want the event item to appear in the Events tab in Order Management.

Req Select this check box if you want the event item to be a required event that needs to be completed, either in the Events tab in Order Management, or, if it’s linked to a Production Scheduling event, it can be completed within the Event Tracking area of the Sub Job Details window in Production Scheduling.

MP Only For multi-site users only. Select this check box if you want the event item to be available for the Managing Printer only. If it needs to be available and required (if applicable) to all jobs of the order, then ensure that this check box is cleared.

Info Only Select this check box if the event item is available for information purposes. For example, the Publication Date for a Contract Title publication may be for information only as the user has no control of this.

Offset Days Enter the number of days prior to the delivery date that the event item has to be completed. The value should be entered as a negative, for example, if the data needs to be received three days prior to the delivery, then you should enter -3 within the Data Date field.

Offset Hours The Offset Hours field enables you to enter the time that an event has to be complete. For example, if you enter 12 for the Delivery Date, when the order is created the time on the Events tab in Order Management will be 12:00.



Routes Select this check box if you require the event item to be valid at print section level as well as Order level. For example, on the Events tab, the data date may be entered by default as 01-05-16 (based on the delivery date less offset days), however, if the order includes multiple print sections, you may require the data for signature A, one day earlier. For Data and Paper dates only, the date and time can be entered in Print Routing in Order Management and for these two system events, and all other events that have the Routes check box selected, they will be able to be entered and completed within the Event Tracking area of the Sub Job Details window in Production Scheduling.

Recalc If you change an event date within the Events tab in Order Management, the application will ask the user if they want all other dates to be re-calculated.

Once the Template has been created and edited, then users can begin to create orders using the template as required.

Note After creating a new template, you must click Edit prior to use.

Non Working Days If your organization has confirmed non-working days, for example public holidays you can enter these days within the Non Working Days window. Click Non working Days from the Events tab to open the window.

When an order is created, if an event date occurs on a non-working day the date will display a red highlight on the Events tab in the order, informing the user that an adjustment is required. This is also visible within the Manage Issues window in Contract Management and allows the user to either accept and ignore the non-working day or change as required.


Advanced Profiling Within Order Management users have the ability to enter additional custom information regarding a Finishing Profile (Finishing Details tab), and if you have purchased the license for the Despatch Import module you will also be able to import this information into the order.

However, for these custom fields to be available they need to be entered within the Advanced Profiling tab in Order Maintenance.

You can enter field names, the data type that can be entered in to these fields in the order, whether or not the field should appear in Order Management, and the position it should appear in the Advanced Profiling Definitions window.

When choosing to create a new custom field, data selections need to be made in the available fields. Below are details of the fields and the information that should be selected.


Name Enter the name the field that will be seen by users in Order Management.

Type Five data types are available to select from. Text, Integer, Decimal, Yes/No and Date/Time.

Show Select this check box if the field should be shown within Order Management Advanced Profiling Definitions window.

Position There are nine standard system defined fields are already present within the Advanced Profiling Definitions window. These cannot be re-sequenced or edited. However, any new custom fields created can have their field position determined by entering a numerical value. Setting a value of 1 would show this field being the first after the standard system defined fields.

Import Field This is an auto generated field and cannot be edited. The system uses the value entered in the name field to inform the user what column name should be used in the Import CSV should they wish to import data in to this field.

Misc 2 The Misc 2 tab allows you to enter information relating to Work Note Types, management of Insert Actual Categories and Insert Balance Actions.


Work Note Types When entering Work Notes within an order you have to select a Department. The Department selection allows the users to manage where on the template the information that they’re entering will display. Within the Work Note Types area of this tab, you can add or edit the Name field, that is, the Department name that the user will select within Works Notes in Order Management.

Insert Actual Categories Within Order Management > Inserts, users can enter the Insert Categories so that they can see the planned quantity and the actual quantity for each insert category. Within the Misc 2 tab you can create the categories and for each category, you can link them to a Site and a Resource.

Click Add to enter the Actual Category, click Resource Link to open the Insert Actual Category resource Link window so that you can link the category to a Site and Resource.


Insert Balance Actions Within Order Management > Inserts users can enter a balance action for an insert that is not required to be included in the specific order. For example, as part of an order you may expect to receive 100,000 inserts, however the particular order quantity is only 90,000 copies. Therefore the users are able to enter what should happen to the balance of 10,000 inserts. The options available for them to select are those that are entered within the Insert Balance Actions area in Misc 2 tab.

Fields available when generating a Pallet Label from Order Management

Field Name Example data entry

Date 2106-01-26 Time Null

Machine Null

Shift Null

Operator Null

Category Null

Title Brochure

Issue Null

Job No LS4423

Signature Null

Version 4423-2PB / Carton Pack

Pallet No 11

Pallet Quantity 5250

Previous Quantity 1000

ID Unique identifier generated by application

Customer Technique Group

Other Information Null

Stream Null


Field Name Example data entry Section Null

Last Pallet Null

Counter Name Null

Order No 4423

Delivery Quantity Null

Delivery Version COMM

Delivery Description Null

Part Reference 4423-2PB10

Part Description Carton Pack

Part Weight 0.23706837

Load Code Customer Delivery

Load Destination Technique Group UK Office etc. (the address is one line rather than split out)

Load Collection 2016-01-29

Load Deliver 2016-01-29

Load Notes

Load Haulier

Split Quantity Null

Actual Pack Bundle Quantity

50

Actual Pack Packs Layer 15

Actual Pack Layers Pallet

7

Plan Job Quantity 0

Job Quantity To Do 0

Odds 0

No of Passes Null

Pass No Null

Split Pallet No Null

Part Packs 0

Contains File Copies Null

Actual Job No Null

Total Odd Bundles Null


Field Name Example data entry Film Color

Tape Color

Version Name Common

Profile Quantity 10000

Part Pagination 100

Pallet Sequence 2

Total Pallets 2

Full Packs 105

Odd Pack Quantity Null

Tracking No Null

Pallet Notes Null

Folios 1 Null

Folios 2 Null

Folios 3 Null

Folios 4 Null

Alternative Packs Layer 0

Packs Per Pallet 105

Layers Description Null

Net Factor Null

Next Process Resource Null

Address Name UK Office

Pallet Type Standard Pallet

Packing Item 1 Null

Packing Item 2 Null

Pallet Description Null

Special Inks Null

Material 1 Null

Material 2 Null

Load Quantity 10000

Create Date Null

Image URL

File Image Null


Field Name Example data entry Issue No Null

Volume No Null

Drying Time 0

Pallet Type Name Standard Pallet

Carton Type Name A4 Cartons

Width 1200

Depth 1000

Height 2270

Weight 1164.8247575

LoadID 1

Order Paper Certification None

Destination Line 1 Turing House

Destination Line 2 Millshaw

Destination Line 3

Destination Town Leeds

Destination County West Yorkshire

Destination Post Code LS11 8LZ

Destination Country United Kingdom

Advanced Packing Configuration

Application Settings To begin working with Advanced Packing you need to review the application settings now in place and these now need to be defined. These are set against the Estimating application.

Setting No. Setting Description Value Purpose

79 Enable Advanced Packing 1 or 0 If set to 1, Advanced Packing will be enabled in the application. If set to 0, Advanced Packing is disabled.

80 Max Pallet Weight is allowed to move by %

% Defines a tolerance % value for the Max weight of the pallet against that defined against the pallet material item. Used only to warn the user if exceeded. i.e 10%.

81 Max pallet height is allowed to move by %

% Defines a tolerance % value for the Max height of the pallet against that defined against the pallet material item. Used only to warn the user if exceeded. i.e. 10 %.

82 Max Bundle Weight kg’s or lb’s Defines the default maximum bundle weight initially used by the system. i.e 10 kg’s


Setting No. Setting Description Value Purpose 83 Max Bundle Height mm’s or

inches Defines the default maximum bundle height initially used by the system. i.e. 300mm.

84 Max bundle Weight is allowed to move by %

% Defines a tolerance % value for the Max height of the default bundle. Used only to warn the user if exceeded. i.e. 10%.

85 Max bundle Weight is allowed to move by %

% Defines a tolerance % value for the Max height of the default bundle. Used only to warn the user if exceeded. i.e. 10%.

86 BPOP pallet quantity is rounded to nearest factor

Quantity Calculated BPOP quantity is rounded down to nearest specified factor. i.e. nearest 50.

87 Bundle quantity is rounded to nearest factor

Quantity Calculated Bundle quantity is rounded down to nearest specified factor. i.e. nearest 5.

88 Pack rounding factor Quantity Calculated pack (carton) quantity is rounded down to nearest specified factor. i.e. nearest 5.

89 Default Packing Option 1, 2 or 3 Set to 1 for BPOP. Set to 2 for Bundle. Set to 3 for Carton. Please note that this is only a default and users can change the packing requirement per each individual estimate/order

95 Start with Custom Carton 1 or 0 If set to 1 and using Material Type 3 Custom Carton flag is automatically set to True and the custom carton dimensions calculated. If set to 0 and using Material Type 3 Custom Carton flag is automatically set to False.

96 Default Custom Carton Material

Material ID Default ID of the packing material item to be used to construct the carton. The material must belong to the Packing Group and belong to a Packing Type where the CPM (Custom Packing Material) Packing flag has been set to True.

100 Custom Pack Margin mm or inches

Margin added to the product depth and width when calculating the custom carton size. This margin is added twice to the height calculation. Set in mm or inches depending on region.

101 Custom Pack Tab Size mm or inches

Amount added to the overall width of the calculated flat custom carton size to account for the overlap required to stick the carton together. Set in mm or inches depending on region.

102 Maximum Custom Pack Weight

kg’s or lb’s Maximum weigh used when calculating the custom carton size. The weight is used as a constraint when initially calculating the carton height. i.e. ((Max weight – Material Weight) / Product Weight * Product Height) + (Pack Margin * 2) Set in kg’s or lb’s depending on region.

103 Custom Pack Material Weight

kg’s or lb’s Default carton material weight used calculating the carton height and overall weight.


Setting No. Setting Description Value Purpose Set in kg’s or lb’s depending on region.

104 Show Packing Price Details

1 or 0 Set to 1 to show the Packing Cost/Price details. Set to 0 to hide the Packing Cost/Price details.

Material Maintenance – Estimating Maintenance Once the application settings are entered, you need to ensure that the pallet and carton material specifications are entered in Estimating Maintenance. Select the Miscellaneous tab and then click Material. Select Packing from the Group section of the screen, the appropriate Type and then the appropriate Item.

It is necessary to ensure that the Internal size and External size of the packing options are populated as appropriate to ensure the correct calculation when using the Advanced Packing function.

The Depth, Width, and Height fields represent the internal size.

Configuring custom carton materials

1. Select the Packing Group.

2. Click Type.


3. Click Add Item.

4. Add in Consumption & Costs

5. Select Advanced Packing from the Packing Details tab.

6. Select the Cartons tab and select the Custom… check box.

The application calculates the custom carton size based on the product size and the following application settings:

Application setting 96 is the id referenced for the Item within Estimating Maintenance

Application setting 99 is the base carton height (mm)

Application setting 100 is the space allowed around the product in the carton (mm)

Application setting 101 is the size of the tabs (mm)


Application setting 102 indicates the maximum carton weight (kgs)

Application setting 103 indicates the material weight of the carton (kgs)

Stacking Patterns – MIS Console Select MIS Console > Maintenance > Estimating, to enter Pallet Stacking Patterns.

Click New to create a new pattern, Edit to change an existing pattern, or Copy to create a new pattern based on an existing pattern.

The example below represents a Carton Stacking Pattern.


Code Code given to the stacking pattern. Mandatory and cannot be blank

Description Description given to the stacking pattern. Mandatory and cannot be blank

Pallet List of pallet materials as defined within estimating materials where the material type is flagged as Pallet. Must be a valid entry from the list.


Field Name Description In order for the pattern definition to work correctly the pallet dimension must be correctly specified against the pallet material item.

From Pack Size - Depth (2dp)

Minimum depth of container supported by the stacking pattern. Mandatory. Must be >=0.

From Pack Size - Width (2dp)

Minimum width of container supported by the stacking pattern. Mandatory. Must be >=0.

From Pack Size - Height (2dp)

Minimum height of container supported by the stacking pattern. Mandatory. Must be >=0.

To Pack Size - Depth (2dp) Maximum depth of container supported by the stacking pattern. Mandatory. Must be >=0.

To Pack Size - Width (2dp) Maximum width of container supported by the stacking pattern. Mandatory. Must be >=0.

To Pack Size Height - (2dp)

Maximum height of container supported by the stacking pattern. Mandatory. Must be >=0.

Bundle Pattern Indicate the stacking pattern is a bundle stacking pattern and not a carton/container stacking pattern.

Upon choosing the pallet item and completion of the pack size details the system the draws a representation of pack, in portrait and landscape format, and the pallet with dimensions shown, for both the base and alternative layer.


Pack Representation – both portrait and landscape

System generated drawing of the pack. The maximum depth and width dimensions are used. The pack representation is scaled to match the dimensions of the chosen pallet.

Pallet Representation System generated drawing of the pallet. The pallet is drawn in portrait orientation – i.e. width across and depth down. The dimensions of the pallet are added accordingly. Both a base and alternative diagram is drawn.

No of Layers Number of layers to be stacked on the pallet before switching to the alternative layer and back again. Base default is 1. Must be >=1 and <=99. Alternative default is 0. Must be >=0 and <=99. If the alternative No Of layers is set to zero then this means the alternative layer is not used. The No Of values are only used to indicate when the stacking of the layer changes. It does not control how many layers are eventually place on the pallet. This is controlled by the height of the carton or bundle.

Create Alternative Creates a copy of the base layer and applies the rotation degree to create the alternative layer. If the alternative layer has already been created then this is overwritten.

Rotation Enables the user to rotate the Alternative Layer by 90 degrees at a time

Save Saves the stacking pattern and closes the form.

Drag and drop the pack representation onto the pallet create the stacking pattern.


When dragging the pack representation on to the pallet the pack will snap to the adjacent pack or edge of the pallet. You will not be able to drop a pack on top of another pack or off the pallet.

You will be allowed to place a pack that overlaps the edge of the pallet as long as the overlap is <=50% of the pack depth/width.

Once the pattern has been completed for the base layer you can use the Create Alternative button to populate the alternative layer if required. When copying the base layer to the alternative the packs are rotated but this can be adjusted using the Rotation button.

If you elect not to use the Create Alternative option then dragging and dropping the pack representations in the same manner as the base version can manually populate the alternative layer.

To remove a pack from the pallet highlight the pack and drag the pack to the Discard Packs Here area of the screen. Once the stacking pattern has been completed click the Save button to save and close the form.

It will be up to you to ensure the packs fit correctly onto the pallet and the packing definition is stable. No warning will be given if the packs fall over the edge or create an unstable pallet.

Material Demand Configuration

Estimating Maintenance Set Up Select Tools > Maintenance from the Estimating toolbar to open Estimating Maintenance.

Materials Form Select Miscellaneous Tab > Other > Material to open the Material window.


Raise Demand for Material items Select Group > Type > Item and click Consumption and Costs for the chosen item.

The Raise Demand check box enables you to indicate whether demand is to be automatically raised for that material item in Order Management and Inventory.

Note The Direct Job Cost check box indicates that at the point where the job status is changed to a complete status, the planned amount of material is automatically added to job costing.

Where a material item has Raise Demand selected, and the material is associated with a Pre-Press material, Press Extra material, Bindery Material or Bindery Extra material (associated with the finishing process), the calculated material requirements within the estimate will then be displayed within any order raised and demand reflected in the Inventory Module > General Inventory.

For example, Varnish may be associated with a Press Extra within Estimating Maintenance

Note For further information regarding Materials within Estimating Maintenance, see System Admin User Guide for Estimating 5.4.


Bindery Extras Configuration

Estimating Maintenance – Set Up Within Estimating Maintenance you can enter bindery extras and link the extras to any piece of bindery equipment. Both the Estimating and Order Management applications allow the user to pick the required extras against the finishing operation. To enter the extras open Estimating Maintenance > Miscellaneous > Bindery Extras. This will open the Bindery Extra Descriptions window.

Bindery Extras Master List The Bindery Extra Descriptions window allows you to enter extras such as bundling, etc., and the material codes assigned to them. This will allow the cost of the extra to be included in the estimated costs. At this point the bindery extras are not linked to a piece of bindery equipment. This is done within the Finishing tab of Estimating Maintenance.


Field Name Description Description Meaningful description of the extra. Mandatory. Must not be

blank. RFE Indicates whether the extra is available on the RFE form and to

Quick Pricer. Default True. Live Activate or deactivate the extra. Default True

Visible This determines whether the bindery extra is available to the estimator upon enquiry entry. Useful for extras that are automatically incurred against a particular finishing operation without the need for the estimator to choose.

Overs % Additional binders overs percentage to be added to the calculation process if this extra is included. Can be used independently with the extra or in conjunction with Overs Qty.

Overs Qty Additional binders overs quantity to be added to the calculation process if this extra is included. Can be used independently with the extra or in conjunction with Overs %.

Materials Launches the Material entry from to allow the user to associate extra materials incurred if the extra is used.

Add Adds a new entry to the grid

Edit Enables the current entry to be edited

Delete Removes the highlighted entry

Bindery Extras Materials For each extra item you can associated any material costs to included as part of the calculation. Select the Bindery Extra entry and click Materials.

The method of entry of the bindery extra material is the same as for any press extra material. See Estimating Maintenance User Guide for further information.

Linking Bindery Extras to Resources In the same way press extras are linked to a resource, bindery extras and their affect/penalty are linked in the same way. In Estimating Maintenance, select the Finishing tab and for the chosen resource click Bindery Extras.

Bindery Extras are available for all binding resource types including cutting, folding and small machines.


Adding supported Bindery Extras to a Resource Click Bindery Extras and the Bindery Extras window will open. You can add the list of supported extras for the resource and the affect of its inclusion in terms of the running and cost/price of the operation.

Field Name Description Bindery Extras List of extras already added against the resource

Add Launches the add dialog to allow the user to add a new extra

Remove Deletes the highlighted extra

Extra Hoppers Indicates the extra will use an additional hopper of the resource. Will only be accounted for on machines where the number of hoppers for the resource is >1. Must be >=0. Must be <= Number of Hoppers on the resource header. Default 0.

Extra MR Hours Extra make ready hours incurred. Default 0. Can be negative to indicate a shortening of make ready time.

If the overall calculated MR time is sent negative then the MR time will be set to 0.

Extra MR Assistants Extra assistants required during the make ready period of the operation. Must be >=0. Default 0.

Extra Running Assistants

Extra assistants required the running of the operation. Must be >=0. Default 0.

Speed Reduction % The percentage the speed of the resource is slowed down.

Will be accounted for with any other speed penalties. Is not accounted for accumulatively if >0. If multiple positive speed reductions are encountered then only the highest reduction is applied.

Default 0. Must be <100.

Can be negative to indicate a performance improvement. i.e. -25% indicated the overall calculated speed will be increased by 25%.

Negative speed reductions are applied at the end of the speed calculation. Again if multiple negative speed reductions are encountered then only the lowest is applied.

The speed reduction is considered in conjunction with other extras, pagination, paper weight and additional operations.


Field Name Description Max Run Speed Maximum speed of the resource if incurred. Must be >=0. Default

0. Check at the end of the speed calculation. If the calculated speed

is > Max Run Speed then the speed is set to the Max Run Speed. Extra Cost Rate Extra cost per hour added to the base cost rate. Default 0.

Can be negative to indicate a reduction in cost per hour. If the overall cost is sent negative then the cost is set to 0.

Extra Assistant Rate Assistant rate applied to the extra make ready assistants and extra assistants incurred with the extra. Must be >=0. Default 0. Acts as an override to the standard assistant rate.

If a rate is specified then extra assistants incurred with the extra are charged at the specified rate.

If the rate is zero and extra assistants are incurred then the standard site level rate is used.

Extra Sell Rate Extra sell per hour added to the base sell rate. Default 0.

Can be negative to indicate a reduction in sell per hour. If the overall sell is sent negative then the sell is set to 0.

Extra Mark Up % Extra mark -up % added to the base sell rate. Default 0. Must be >=-100.

OK Save the latest changes and closes the form.

Cancel Ignores the latest changes and closes the form.

Apply Activated if anything is changed. If clicked, saves the latest changes and leaves the form open.

Cylinder Planning Configuration Cylinder Planning is a licensed function that is available within Order Management and Production Scheduling to manage cylinder assignments and status updates. In order to be able to configure the Cylinder Planning module, you need to ensure that you have the appropriate licenses active in your environment. The following steps can then be followed to be able to implement the module.

To configure the module, you will need to access the following:

• Information Console > Application Settings

• Information Console > Users & Profiles > Profile Group

• Estimating Maintenance

• Order Maintenance

• Planning Maintenance

Note Application Settings and Profile Groups are also available from MIS Console > Maintenance.

Information Console Application Settings To begin working with Cylinder Planning, you need to review the application settings entered for this module and update the value as appropriate.


Application Setting No.

Setting Description

Value Purpose

Order Management

128 Auto Calc Plates 1 or 0 If entered as 1, the number of cylinders are calculated upon PPE in order.

Production Scheduling

29 Use_Cylinders 1 or 0 This switches the cylinder function on and needs to be entered as 1 when implementing this module. With the application setting entered as 1, the Cylinders tab will become available in Order Maintenance and the Engraver option will be available on the Resources tab. It also makes the Cylinders option on the Order Management Views and within the Scheduling Views available.

Production Scheduling

30 Plan_Cylinders 1 or 0 Indicates the cylinder production is to be planned. When enabled will generate the cylinder taskd when the associated press tasks are issued to the plan. Default is 0 (False). Set to 1 to enable.

User Profiles To implement Cylinder Planning, you need to ensure that the following profile option is an allowed permission.

Application Profile Option Purpose

Order Maintenance, Order Management

and Production Scheduling

Members can view Cylinders

The user has the authority to view the Cylinder status and summary forms from the Order Management and Production Scheduling modules. With this permission this enables the buttons.

Estimating Maintenance Changes to the Fold Catalog Definition You now enter the pages for each Fold Catalog from the Fold Catalog window. Note The layout must represent a bindery signature imposition and is only ever 1up. The representation of

the sheet layout will be calculated by the system if the chosen method of production (configuration) is a multiple number up and, for sheetfed only, if work and turn or work and tumble. For come and go style configurations these are still treated as a 1up configuration but for the overall pagination. i.e. 48pp 2up come and go is treated as a 96pp 1up. However the related fold catalog will have to contain the repeating page number definition.


Entering the layout definition

1. Click Miscellaneous > JDF Fold Catalog. The Fold Catalog window will open.

2. Double click the JDF Fold Catalog box for the selected JDF Fold Catalog line item. This will open the Fold Catalogue Layout window.

Note The Fold Catalogue Layout screen can be maximized for ease of reference.

3. Enter the appropriate requirements.


4. The above example would produce the following bindery signature imposition:

5. The layout definition will work in the same manner as originally entered against the Imposition screen in

Estimating Maintenance (see below).

Changes to the Imposition Maintenance The page layout information has been removed from the Impositions window and is now available to enter data via the JDF Fold Catalog window (as detailed above).

Click Impositions from the Miscellaneous tab to open the Impositions window.

Enter the Fold Catalog to link the imposition to the fold catalog and page definition.


Planning Maintenance Resources tab Within Planning Maintenance > Resources you will need to enter the engraving resources and provide appropriate planning rights to users within the Users tab. Once the engraving resource has been entered, ensure that the Engraving check box has been entered.

Order Maintenance Cylinders The Cylinders tab will be available for you to enter the cylinder details and status.


Cylinder Group, Details and Press Link

This allows you to enter and maintain the different groups of cylinders, per site. Once a group has been entered you then add the actual individual cylinders (per group) and link the resources to the appropriate resource for that site.

Cylinder States

This allows you to enter and maintain the different production states the cylinder goes through. The states appear as indicators to enable you to track the progress of the cylinder production via the Cylinder Status Summary in Order Management.

The States are as follows:

• Show – Indicates the status step is available in the cylinder status summary screen in Order Management and Production Scheduling.

• Plan – Indicates the status that the cylinder engraving has been planned. Only one state can be entered as the planned state.


• Export – Indicates the step has been exported to a third party cylinder management system. Only one state can be entered as the export state.

• Engrave – Indicates the cylinder has been engraved, i.e., the engraving is complete. Only one state can be entered as the engraved state.

• Data – Indicates that the data has been received.

Note The Time entered will be the default time to engrave the cylinders when planning on the production scheduling board.

Resources tab To ensure a successful configuration for cylinder planning you need to ensure that, for each gravure resource, the Default Plate Setter is entered on the Resources tab.

When all of the above data has been entered you can now start to use the Cylinder Planning module in Order Management and Production Scheduling.

Configuring your system for Invoice Generation

Payment Terms/Due Payment terms need to be configured when using the Invoice application and these can then be applied as defaults against the Company record so that they are automatically populated when generating the invoice.

You configure the Payment Terms and Due in MIS Console > Maintenance > Payment Terms or within Information Console > Company Management. The examples below are from the latter application.

See below for examples of how to configure the Payment Due Date based on the Payment Terms selected.

Start From: Invoice Date 1. Due On: Start Date + Credit Days


The Payment Due date is being calculated from the Start From date, plus the Credit Days, e.g. if the Invoice Date is 1st April, the Payment due date would be 1st April + 60 days = 30th May

2. Due On: Specific Day

In the above example, if the invoice date was the 1st April, the Payment Due date would be 15th June. The application will always add the credit days to the Start From date and then calculate the payment due day as the specific day in the month following (denoted in the Due On field).

3. Due On: End of the Month

The Due Date would be calculated based on the Invoice Date (1st April) + Credit Days (60) and then calculate the date for the end of that month = 30th June.

Start From: Specific Date 1. Due On: Start Date + Credit Days

In the above example the Payment Due date would be calculated from the 10th of the month (so if the invoice date is from the 1st April up to and including the 10th April, this would be the 10th April, if it was the 11th April, this would be the 10th May) plus the Credit Days. This would be 60 calendar days after 10th April or 60 calendar days after 10th May dependent on whether the invoice date was before, on or after the 10th.



In the above example the Payment Due date would be calculated from the 10th of the month (so if the invoice date is from the 1st April up to and including the 10th April, this would be the 10th April, if it was the 11th April, this would be the 10th May) plus the Credit Days and then calculate the payment due day as the specific day in the month following (denoted in the Due On field).

3. Due On: End of the Month

The Payment Due date would be calculated from the 10th of the month (so if the invoice date is from the 1st April up to and including the 10th April, this would be the 10th April, if it was the 11th April, this would be the 10th May) plus the Credit Days and then calculate the payment due day as the date for the end of that month following. For example, if the Invoice date was 1st April, the credit would be calculated as from the 10th April + 60 days credit, so the Due Date would be 30th June.

Start From: End of the Month 1. Due On: Start Date + Credit Days

The Payment Due date would be calculated from the end of the month in which the order was invoiced (so if the invoice date = 1st April this would be 30th April), plus 60 credit days, so the payment due date would be 29th June.



The Payment Date would be calculated from the end of the month of the invoice date (so if the invoice date is 1st April, this would be 30th April) + credit days (60) = 29th June, plus specific date, in the above case, the 15th of the month following the credit day calculation, and therefore this would be 15th July.

3. Due On: End of the month

The Payment Due date would be calculated from the end of the month of the invoice date + credit days + end of the month. E.g. Invoice date = 1st April + End of Month (30th April) + 60 credit days = 29th June + End of the Month (30th June).

Financial Discount

Each of the following phrases can be translated into the language of the invoice contact. In support of this the following Invoice strings are available and can be adjusted within the Language Settings in either Information Console or MIS Console:

Note Some of these strings require substitution information.

• Payment date • Financial discount percentage • Financial discount amount • Total invoice amount - Financial discount amount • If paid before {payment date} you will receive a financial discount of {financial discount %} • You pay

The substitution fields required are #payment_date# and #financial_discount_%#.

Note Please ensure the format of the substitution strings match the standard.


Job Costing Integration If the Job Costing module is present then the revenue posting to job costing can be configured and automated upon the creation of an actual invoice or credit note.

To set up the automated job costing posting there are a number of maintenance tasks that must be undertaken in both Order Management and Estimating.

When Sales Invoice data is added to the Job Costing data, it is possible to assign a Revenue Code to this value. You need to configure the codes and this is available via Order Maintenance > Misc tab.

Click Add Analysis to enter additional analysis codes and Delete Analysis to remove any unwanted codes.

Link Invoice Types You enter the Costing Revenue codes in Order Maintenance using Link Invoice Types. This links them to the items within the Invoice Generation screen in Order Management. This allows the revenue entries to be automatically created in Job Costing when the actual invoice is generated in Order Management.

The invoice types are fixed (XML Type field detailed above). However, the specific invoice line type Ancillary can be linked to more than one revenue analysis code and this is achieved within the Ancillary Maintenance in Estimating Maintenance.

To open the Invoice Type Revenue Link window for ancillary items, open Estimating Maintenance > Miscellaneous > Ancillary Items.


Select the Ancillary Type and click Codes. In the following example the Delivery (DEL) ancillary type has been selected.

In the example above, whilst the data uses the same Analysis Link and Codes for the majority of the items, for Courier this has been linked to a different revenue code.

Note If no link is specified for the individual ancillary code within Estimating Maintenance then the value entered within Order Maintenance will be used, in other words, the value defined in Estimating Maintenance will override any value defined in Order Maintenance.

The revenue will automatically be posted as long as the costing revenue distribution adds correctly to the invoice total. If the costing revenue distribution should not add up to the invoice total for any reason then the system will warn the user and the revenue batch will appear in Job Costing as an un-posted batch for someone to resolve manually.


Revenue Analysis by Department Application Setting id 15 for Invoice Generation allows you to enter revenue types per department.

With the above application setting entered as 1 (True), click Invoice Link to open Invoice Type Revenue Link window.

Within this window you can associate the analysis codes entered to each of the elements, for each site, dependent on whether it is produced in house or outwork.

The last stage of setting up the automated posting of job costing items is entering 1 (True) against application setting id 2 for Invoice Generation. This setting also activates the Cost status in the Invoice History window in Invoice Generation.

If the batch posts successfully to Job Costing then a green tick will be displayed. If not a red cross will be displayed and the batch will have to be manually resolved within Job Costing.

Note Credit notes batches are automatically written to job costing in negative form.

Sales Ledger Integration On top of the Job Costing integration, the system can also be set to automatically write out the revenue details to the Connect module in readiness for the 3rd party finance system to pick up the data and post the Sales Ledger.


To enable the Connect interface application setting id 3 for Job Costing has to be set to 1 (True).

When the actual invoice has been generated, you can view the status of this integration within the Invoice History window as the Xfer field will be updated. Against the invoice item a green tick indicates the batch has been written to the Connect database and has been flagged as successfully posted to the Sales Ledger. A red cross indicates the batch has been written to the Connect database but has not been flagged as posted to the Sales Ledger. A Question mark indicates the Connect batch does not exist.

Note All invoice batches written to the Connect database are writing in negative form. Credit notes are written in positive form. This means when posted to the Sales Ledger the figures are already in the right sign.

Invoice Notes Notes can be entered in a company record in MIS Console that are specific to the Invoice and can be viewed from the Create Invoice window.

Enabling Invoice Notes

1. Log in to MIS Console as an Administrator.

2. Select Maintenance > Departments.

3. Add a department named Invoicing.

Adding Invoice Notes to a company record

In MIS Console, open a Company Record or select Notes and enter the information ensuring that the department selected is Invoicing.

System Admin User Guide for Order Management 5.4...Introduction | System Admin for Order Management...

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