Newsletter Exact - Support February 2011 (AP)

Why can't i use the Merge Search and Merge Template functionality in the Synergy Office AddIn any more?
Document ID: 21.806.372

In MS Word merge document is created to send a standard form/letter to a customer (or multiple customers). When the merge is done using the Synergy Office AddIn the menus don't work as they should.The selection screen for search or template are clicked, but no dialog is shown to select a template or search for a (group of) customer(s).

If the above situation is encountered, some components used by the Synergy Office AddIn are removed or damaged. Using the following steps you can restore these components. When executing the steps below make sure the MS Office applications are closed to avoid problems during registration.

After executing the above steps MS Word can be started and the document can be merged again using the search and/or template function of the Synergy Office AddIn.

Wouldn't it be logical that the data you save in Exact Globe is also available in Exact Synergy Enterprise? This would give you the possibility to create your customer entry in Exact Synergy Enterprise and directly after this, you can link this customer account to a sales order you are creating in Exact Globe. Since it makes perfect business sense to have information where you need it, Exact has developed a solution called Exact Integrator to create a connection between Exact Globe and Exact Synergy Enterprise. Exact Integrator is a technical solution. Lucky for us, the technical aspects are not relevant. However, what is relevant is that this solution will connect Exact Globe and Exact Synergy Enterprise. It will give you the feeling that you are working in an integrated scenario. You only have to enter data once to have it automatically reflected on both sides and the same goes for any changes made. All this will happen almost real-time whereby within a few seconds, the data is in sync. What you need to know about this solution is that Exact Integrator:

Many customers are confuse on the filtering options of [Incomplete] and [Not paid] at the Purchase Order Audit Trail. This document provides you the detail definition of these two options with example to give you a better understanding of getting the correct result.

When starting Exact Globe for Windows you get an error message with, as the second reference code 94. What can you do about this?

This message will only appear when a user works multi user with a Microsoft Windows NT server. The problem is in this case that the system account does not have sufficient rights to open Btrieve files.

When you are working multi user, it is not the user who opens the files, but the Pervasive.SQL.2000 server engine. The server engine needs to have the right to do that.

To check or change this, the following steps need to be taken. (The one who is checking or changing the situation needs to be at the server.)

To change this, you can go to [Start, Settings, Control panel, Services] and select the pervasive.SQL.2000 relational service and choose for "Start up". The next screen will pop up:

Here you can see that the Pervasive.SQL.2000 engine logs in as the system account. When the system account does not function properly anymore, then activate the option "This account" and let the Pervasive.SQL.2000 engine log in as the user "Administrator"

This user has in almost all cases all rights.

Revision Date: 01/12/2011
Module: Standard Product Routing
Version: Progression 7.x

Description: How does the overlap percent flag affect the calculation of the lead time for a routing?

Solution: The overlap percent determine the percent of the total time of an operation that can occur at the same time as the previous operation. The use of overlap will reduce the overall time needed to complete production while leaving the time needed for each individual operation as you have set it.

Lead Time is calculated by determining the total amount of time needed for the first operation. Then it will calculate the total time for the second operation and multiply that by the percent then subtract that sum from the total time of this second operation to get the remaining time needed when scheduling for the second operation.

For Example: Overlap percent is 50%, Operation 10 takes 4 days, operation 20 takes 2 days, so with overlap it takes 5 days to complete one unit. (2 * .5 = 1; 2 - 1 = 1;4 + 1 = 5 days)

The amount of overlap can never be more that the total time needed to for the previous operation.

Revision Date: 01/24/2011
Module: Master Scheduling
Version: Macola ES all versions

Description: How is Available To Promise (ATP) calculated?

Solution: Available To Promise is calculated for each item based on the location, quantity on-hand and orders in the system. Many times it is used by the sales order processing department to determine if an item will be available to ship in a particular period of time. This information is displayed in a time-phased format showing requirements and replenishments for each period.

Using the Reporting Calendar specified in Master Schedule Setup - Available To Promise Default Calendar to define these periods, all requirements and all replenishments are summarized for each period and the net quantity for each period is displayed as the Period ATP. The Period ATP is the net requirements and replenishments for that period.

The Cumulative ATP is calculated as a running total beginning with the Quantity On Hand at that location and including the requirements and replenishments for each period in the running total.

Each period displayed may be drilled into to show the detailed information for the orders that make up the requirements and replenishments for that period.

The Available To Promise (ATP) is screen displays these fields:

Beginning Inv - The on hand quantity of this item at the time of the inquiry at the Location specified

Prior Prd Req - The requirements for this item before the current time frame (past due orders)

Prior Prd Repl - The replenishments for this item before the current time frame (past due orders)

Prior Prd ATP – The net of all requirement and replenishment order prior to the current period (late)

Period - The ending date of the period as defined on the ATP Reporting Calendar for each period in the inquiry

Requirements - The quantity of the item scheduled for use during this period. It includes all requirements type orders, including customer orders and forecast orders if you select them for inclusion.

Replenishments - The quantity of the item scheduled to be produced or purchased during this period. It includes all replenishment type orders, including shop orders, production orders, purchase orders, computer planned orders, and firm planned orders

Period ATP - The quantity of the item that can still be promised to customers during this period. This column displays the replenishments less the requirements for each period. If this value is negative, there are more requirements than replenishments scheduled for the period.

Cumulative ATP - The running quantities of the item that can be promised to customers from period to period. For the first period, this figure is calculated as the beginning inventory for the item location (or all locations if no location is entered), minus safety stock (if Include Safety Stock in Beginning Inventory in Reports and Views in M/S Setup is selected), plus replenishment quantity, minus requirement orders for the period.

For each succeeding period, the Cumulative ATP from the previous period becomes the starting point for the beginning inventory at the start of the next period, plus replenishments, minus requirements for the period being calculated. This quantity includes released and unreleased orders, and is net of the effects of future negative ATP amounts (non-cumulative).

If the calculated available to promise is found to be negative in a future period, the excess customer order quantity is subtracted from the available to promise of the previous period and displayed in this field. This gives a better picture of what is really left to promise (see Example below).

Grand Total - The sum of the beginning balance plus or minus the period ATP for each period. If it is positive, it matches the cumulative ATP figure for the last period in the inquiry.

Beginning Inv – The on hand quantity of this item at the time of the inquiry at the Location specified = 0.00

Prior Prd Req - The requirements for this item before the current time frame (past due orders). There are open customer orders for this item with need dates prior to the beginning of the current period = 481.00

Prior Prd Repl - The replenishments for this item before the current time frame (past due orders). There are open shop orders for this item with due dates prior to the beginning of the current period = 514.00

Prior Prd ATP - The net requirements and replenishments for this item before the current time frame (past due orders) 514.00 – 481.00 = 33.00

Period - The Reporting Calendar specified in Master Schedule Setup - Available To Promise Default Calendar is a Weekly Reporting Calendar. This column in the list box contains the ending date for each week beginning with the current period

Requirements - In this example, drilling down would show customer orders for the week of 10/06/07 only.

Replenishments – In this example, drilling down would show shop orders in periods 09/08, 09/15 and 09/29

Period ATP - This column displays the replenishments less the requirements for each period. If this value is negative, there are more requirements than replenishments scheduled for the period.

Cumulative ATP - Previous or Prior Period ATP is calculated from the Cumulative ATP from the previous period + the current Period ATP – any negative requirements from the next period. The negative from next period highlights and moves the need (for ATP calculations) to a period where there is availability.

Financial highlights