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USER MANUAL
LANTEK INVESTIGACION Y DESARROLLO
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Desarrollo. The reproduction, distribution, public communication and transformation
of the information in this manual, totally or partially, without the express authorization
of Lantek Investigacion Y Desarrollo is not permitted.
Disclaimer
The information in this manual is subject to change. While every effort has been
taken to provide accurate information, Lantek is not responsible for errors or
damages resulting from the use of information contained in this document.
All product names used in this manual are the property of Lantek Investigacion Y
Desarrollo.
Table of contents
INTRODUCTION TO EXPERT III........................................................................................................... 9
DOCUMENTATION CONVENTIONS..................................................................................................... 9
PREFACE ................................................................................................................................................... 10
1
PREREQUISITES .............................................................................................................................. 14
2.1
2.1.1
2.1.2
2.2
SOFTWARE REQUIREMENTS........................................................................................................... 15
2.2.1
2.3
2.3.1
Log on................................................................................................................................... 16
2.3.2
2.4
2.4.1
2.4.2
Modules ................................................................................................................................ 18
2.4.3
Tables ................................................................................................................................... 18
2.5
2.6
2.7
2.8
2.9
FILTERING FIELDS.......................................................................................................................... 24
2.12.1
2.12.2
ITEMS ............................................................................................................................................ 28
3.1.1
3.1.2
II
3.1.3
3.1.4
3.2
3.3
3.3.1
Concepts ............................................................................................................................... 33
3.3.2
3.3.3
Costs ..................................................................................................................................... 34
3.3.4
3.3.5
3.3.6
3.3.7
Types of profits:.................................................................................................................... 40
3.3.8
3.4
4
COMPANIES ................................................................................................................................... 44
4.1.1
4.1.2
4.1.3
4.2
CONTACTS ..................................................................................................................................... 48
4.2.1
4.2.2
4.3
4.4
4.5
QUOTES ......................................................................................................................................... 55
5.1.1
5.1.2
5.2
5.2.1
5.2.2
5.2.3
5.2.4
5.3
5.4
5.4.1
III
5.4.2
5.5
5.5.2
5.5.3
SALES TRACKING........................................................................................................................... 72
PURCHASE ORDERS........................................................................................................................ 74
6.1.1
6.1.2
6.2
6.2.1
6.2.2
6.2.3
6.3
PURCHASES INVOICES.................................................................................................................... 80
6.3.1
6.3.2
6.3.3
6.4
7
INVOICES ....................................................................................................................................... 68
5.5.1
5.6
6
MANUFACTURING ......................................................................................................................... 84
7.1
WORK CENTERS............................................................................................................................. 84
7.1.1
7.1.2
7.2
7.2.1
7.2.2
7.3
7.3.1
7.3.2
7.3.3
7.4
7.4.1
7.4.2
7.5
MANUFACTURING STATUS............................................................................................................. 96
7.6
7.7
IV
OUTSOURCING ...............................................................................................................................100
8.1
8.2
8.3
8.4
8.5
WAREHOUSES ..............................................................................................................................114
9.1.1
9.2
9.2.1
9.3
9.3.1
9.3.2
9.3.3
TROUBLESHOOTING ............................................................................................................................124
GLOSSARY ...............................................................................................................................................128
List of figures
Figure 1: Structure of Expert III .................................................................................................... 13
Figure 2: Main Menu ...................................................................................................................... 17
Figure 3: Modules .......................................................................................................................... 18
Figure 4: Tables ............................................................................................................................. 18
Figure 5: List window ..................................................................................................................... 19
Figure 6: Details window ............................................................................................................... 20
Figure 7: Browser window ............................................................................................................. 21
Figure 8: Navigate to components................................................................................................. 22
Figure 9: Actions list ...................................................................................................................... 23
Figure 10: Field filter and condition ............................................................................................... 24
Figure 11: Advanced filter.............................................................................................................. 25
Figure 12: Filter dialog box ............................................................................................................ 26
Figure 13: Help menu .................................................................................................................... 26
Figure 14: Items ............................................................................................................................. 28
Figure 15: Items structure.............................................................................................................. 31
Figure 16: Example of Items structure .......................................................................................... 32
Figure 17: Items operations ........................................................................................................... 32
Figure 18 Purchase prices tab....................................................................................................... 34
Figure 19 Types of costs ............................................................................................................... 35
Figure 20 Current cost method ...................................................................................................... 36
Figure 21 Cost by ranges .............................................................................................................. 36
Figure 22 Sales prices tab ............................................................................................................. 38
Figure 23 Items: Fixed price .......................................................................................................... 39
Figure 24 Sales prices tab ............................................................................................................. 39
Figure 25: Prices update ............................................................................................................... 40
Figure 26: Prices update ............................................................................................................... 41
Figure 27 Items backlogs .............................................................................................................. 42
Figure 28 Companies .................................................................................................................... 44
Figure 29 Associated companies .................................................................................................. 45
Figure 30 Invoicings auxiliary data ................................................................................................ 46
Figure 31 Addresses ..................................................................................................................... 47
Figure 32 Contacts ........................................................................................................................ 48
Figure 33: Dunning ........................................................................................................................ 49
Documentation conventions
CONVENTION
DESCRIPTION
Data
Data
Data
Data
(Data)
->
Indicates prerequisites
Table 1: Documentation conventions
Preface
Preface
Welcome to Lantek Expert III. This user manual describes the various features of
Expert III software and detailed step-by-step instructions to perform various operations
in each module.
This manual covers the following:
Major features
Related documentation
Documentation accessibility
Technical assistance
Documentation feedback
Major features
Lantek Expert III consists of functional modules that represent ERP functions.
The major modules include the following:
CRM
Sales Management
Purchases Management
Manufacturing
Outsourcing
Warehouses Management
10
CHAPTER
Introducing Lantek
Expert III
Prerequisites
CRM(Customer
Relationship
Management)
Sales management
Purchases
management
Manufacturing
11
Preface
Outsourcing
Warehouses
management
Related documentation
Online Help: The Expert III online help is available in HTML format. The help is
updated for each new release of Expert III.
The other documents available are as follows:
Installation guide
Documentation accessibility
The goal of Lantek is to make our products, services and supporting
documentation accessible to all users of Expert III.
The documentation is
Technical assistance
For technical assistance, contact your supplier.
12
CHAPTER
1
1 Introducing Expert III
Expert III is an integrated metal fabrication software and management solution for sheet
metal fabricators and profile companies. It provides functionalities that metal fabrication
companies need to streamline their processes. It also integrates ERP with CAD/CAM.
Expert III provides applications to design, manufacture, and fabricate sheet metal
components and products. It helps to manage enterprise processes from quotes to invoices
through manufacturing, warehouses and purchase. It enables review of real-time
information, provides the facility to respond rapidly to customer demands, and ensure
consistency and accuracy.
Expert III ties together a series of functional modules to work in an integrated manner. It is a
management solution that is easily adaptable to the business processes in a company. The
architecture of Expert III provides users full control of the system. Each user can customize
the software, define an element and add or remove elements as required. Expert III is
powerful, flexible and affordable software.
13
Prerequisites
CHAPTER
2
2 Prerequisites
This Chapter describes the fundamentals of the software and the basic instructions for
performing standard tasks. It describes the basic applications such as main menu, modules,
and tables, and provides instructions for performing standard tasks such as log on and log
off. It also describes how to use system help and user help.
Client
Intel Pentium 4, Xeon, or AMD Athlon, 2GHz or better
processor.
512 MB RAM.
2.
Server
Intel Pentium 4, Xeon, or AMD Athlon, 2GHz or better
processor.
1 GB RAM
14
Prerequisites
Client
Intel Pentium 4, Xeon, or AMD Opteron, 3GHz or better
processor.
2.
1GB RAM
Server
Intel Pentium 4, Xeon, or AMD Athlon, 3GHz or better
processor.
2 GB MB RAM.
15
Make sure the Caps Lock function on your keyboard is not turned on
during log on.
Prerequisites
2.3.1 Log on
1.
On the Windows taskbar, click the Start button, and then select
All Programs.
2.
From the displayed list, select Lantek, and then click Lantek
Expert. The Lantek Expert screen is displayed.
3.
Enter the User name and Password, and then click OK. The
Lantek Expert main menu window is displayed.
16
Prerequisites
17
Prerequisites
2.4.2 Modules
Figure 3: Modules
Expert III is an integration of many efficient and well-designed modules.
The modules are designed to manage enterprise processes such as
quotes, sales, manufacturing, warehouses, purchases and so on.
2.4.3 Tables
Figure 4: Tables
Each module of the software consists of tables. The elements in tables are
displayed in three window types as follows:
List window
Details window
Browser window
18
Prerequisites
List window
By default, the system displays all the elements of a table in a List window.
) icon.
# You can also change the displayed type of the window at any
point of time.
19
Prerequisites
Details window
You can view all the fields of an element in a table in Details window.
2.
Click Open (
20
Prerequisites
Browser window
You can view the table in a tree structure for elements with
subcomponents
21
) icon.
Prerequisites
) icon.
).
Fill all the fields that appear in red color. They are mandatory fields.
22
Prerequisites
23
).
).
Prerequisites
).
) icon.
24
Prerequisites
dialog box.
25
Prerequisites
6. Click Save, to save the filter for further reference, the system displays
Filter dialog box.
26
Prerequisites
2.
3.
27
1.
2.
3.
Click a topic entry to view the topic, and then click Help.
4.
5.
Click the book entry to view the topics within the book.
6.
CHAPTER
3
3 Items and backlogs
The Items and backlogs module of Expert III helps you to manage the item catalog of the
company. This module explains how to create various types of items and assign costs and
purchase prices to the items.
A backlog is created in the Items backlogs table when the item ordered is not available in the
warehouse. You can view the backlogs in the Items backlogs table and take necessary
actions to procure them.
3.1 Items
You can create an item directly using the Items table (Main menu -> Items and
backlogs -> Items).
28
Common item
Sheet part
Duct figure
Raw material
Sheet
Abrasive
Isolate
Duct frame
Profile
Profile part
Manufacturing
Buy
Outsourcing
Service
29
TYPE
SALE
NO-SALE
Sheets
BUY
Raw material
Commercialization
item
Sheet
Finished item
MANUFACTURING
Sheet part
Semi-finished item
Sheet
Table 3: Types of items
2.
Select the Sheet part from the drop down list in the Class
field.
3.
4.
Click Save.
2.
Select
the
Assembly
check
box
to
assign
30
4.
5.
Click Save.
31
32
4. Click Save.
3.3.1 Concepts
The process to calculate the costs and the purchase prices of an item
consists of three main sections. Each section can have various cases.
PURCHASE
PRICES
COSTS (PURCHASE
AND
MANUFACTURING)
SALE PRICES
Various purchase
prices according
to the supplier
Unique supplier
From Cost by
ranges (applying
Margin or Markup)
33
In the Items table, click the Purchase prices tab at the bottom
of the window.
2.
3.3.3 Costs
Expert III allows you to manage the costs of your items by following
various strategies. This section explains all the related concepts and the
various strategies to follow.
34
2.
Current Cost Method: There are three ways to calculate the current cost of
the item in the warehouse:
35
Cost by ranges: The cost of the item varies for various quantities. You
can select the Cost by ranges check box to define various cost for each
quantity.
36
3.
Sale price based on the cost or profit: The system calculates the
sale price, the resulting cost or profit of the item, according to
the cost or profit that you define in the Sales prices table. This
will depend on the parameters that you have defined as
required.
37
Fixed sale price: You can fix the sale price for the products. The
system will use fixed price to calculate the resulting profit, based
on the cost of the item and the Price Method selected.
In the Items table, click the Sales prices tab at the bottom of
the window.
3.
38
Click the Sales prices tab at the bottom of the Items (Details)
window.
4.
39
In the Items table, click Actions list and select Prices update.
2.
All the tariffs: It updates the price for all the tariffs.
Selected item: It updates the price of tariff only for the selected
item.
4.
In the Update mode section, you can select from the following
options:
40
5.
Click OK. The prices of tariffs are updated in the Items prices
table.
41
Sale order: The backlogs are generated when a sale order is accepted or
updated.
42
Work center: The backlogs are generated when the manufacturing order
is exploited.
Job: The backlogs are generated when a nested job is kept in the
CAD/CAM module.
This table also provides you information about the Type, Class, Material,
Thickness, Length and Width of the item.
43
CHAPTER
4
4 Customer relationship management
(CRM)
The CRM module of Expert III enables you to manage the business relations in an organized
way. Using the CRM module, you can save the time spent on transactions and the cost
involved in dealing with multiple transactions.
The CRM module helps you to do the following:
4.1 Companies
You can create the details of the associated companies using the Companies table
(Main menu -> CRM -> Companies). These details are later generated to the Sales,
Purchase or Quotes tables to enter the supplier or customer details.
Figure 28 Companies
44
The Contacts table in the Companies (Details) window provides contact details and
addresses of the associated company.
The Addresses table in the Companies (Details) window provides various addresses
of the associated company.
Customer
Supplier
Competitor
Partner
Dealer
Carrier
45
2.
Enter the additional data about the company, such as, the
method of payment, tariff, account, and so on. Click Save.
46
Figure 31 Addresses
47
2.
Click Addresses.
3.
4.
Click Save.
4.2 Contacts
You can manage the contacts of the associated company using the Contacts table.
The Contacts table provides details such as the name of the contact, address, and
contact numbers of the person (Main menu -> CRM -> Contacts).
Figure 32 Contacts
48
2.
Click Contacts.
3.
4.
Click Save.
49
You can filter the dunning levels and view the details of the companies with their
expired balance in the Dunning window (refer Figure 33: Dunning).
50
3. Select General and click Configure. The system displays General dialog
box.
51
Approval date, Approved credit, Risk threshold and then save the
record and close the window.
3. In the Sales orders table, create a new sales order and a sale order line
for an item with sale price (refer Sale orders in page 59) for the
customer on whom dunning has to be executed.
4. Accept the sales order and click Save (
52
5. Click Close (
Postpone sale order: Select this option to postpone the sale order
creation for later and select Lock customer check box to block the
customer
Increase the limit: Select this option to increase the credit limit of the
customer and enter the new credit limit in New field.
Allow sale order: Select this option to continue with the process, select
the Lock customer check box to lock the customer after this transaction.
7. Click OK.
53
Sales management
CHAPTER
5
5 Sales management
The Sales management module of Expert III supports the entire sales process of your
enterprise from creating quotes to generating invoices.
Business enterprises are confronted with complex processes in selling goods. To simplify
this process, Sales management module includes the following:
Managing discounts
Invoicing
Sales tracking
54
Sales management
5.1 Quotes
You can create and manage the information related to quotes for sheet parts using
the Quotation tool application (Main menu -> Sales management -> Quotation
tool).
#
(
55
).
You can edit quotes, quotes line and quotation tool by clicking Edit
) on the standard tool bar.
Sales management
).
To create lines for the quotes through the quotation tool, do the following
1.
window (refer Figure 39: Quote) to create a line for the quote.
2.
56
Sales management
3.
line.
4.
) icon to save
) icon to select an
operation for the item. You can enter the required details such
as Number of employees, Unit cost, Estimated time and so
on. Click Save (
Quick draw: This option helps you to quick draw an image for
the item of the quotation line through the Quick draw window.
Draw module: This option helps you to draw an image for the
item of the quotation line through the Expert draw window.
# The products created with this tool are real products and will
be available in all the tables even if a sale order is not generated.
57
Sales management
58
Sales management
Calculate the total weight of the item, total amount of the item, tax,
transportation, price, and discount.
The Sale orders table also provides an option for sales tracking and information on
the flow of the order as follows:
59
Sales management
60
Sales management
Item backlogs occur at the time of fulfilling the requirements of a sale order.
Directly
Against a quote
2.
61
Sales management
3.
Select the quote for which you want to create the new sale
order.
4.
When more than one quote is selected, the box Sale order
setup is enabled with the following options:
6.
'Insert all the lines from the quote': Select this to add all the
quote lines to the sale order.
'Select lines from the quote': Select manually the quote lines
you want to include.
7.
Click OK.
8.
The system displays Sale order: Enter the Reference dialog box
9.
Enter the reference for the sale order, and then click OK. The
system creates the corresponding sale order records importing
the data of the selected quotes.
62
Sales management
Select a sale order from the Sale orders table, click Actions
list.
2.
Select Copy sale order . The system displays Copy sale order
dialog box.
4.
Select the Apply new customers details check box, in case the
customer is different to add automatically the new customers
details.
5.
Click OK. A new sale order is created in the Sale orders table
with the details of the existing selected sale order.
63
Sales management
From the Sale order lines table, select a sale order line which
you want to copy and then click Actions list.
2.
Select Copy sale order lines. The system displays Sale order
reference dialog box.
Select the sale order to which you want to copy the lines.
4.
64
Sales management
65
Sales management
Directly
Against order
66
Sales management
2.
Click Delivery note against order. The system opens the Sale
orders table showing only the sale orders with the status
'Accepted.'
3.
4.
When more than one order is selected, the box Delivery notes
setup is enabled with the following options:
One delivery note for each selected order': Select this to create
an independent delivery note for each order.
6.
'Select lines from sale orders': Select manually the lines you
want to include.
'Insert all the lines from the orders': Select this to add all the
lines of the orders to the Delivery note.
67
Sales management
7.
Click OK.
8.
9.
Enter the reference of the delivery note and then click OK. The
system creates a delivery note in the Delivery notes table.
You can specify in the delivery note whether the sale order is in status
invoiced or to be invoiced. When the delivery note is shipped, the system
manages the batches available in the warehouse.
5.5 Invoices
You can create and manage the invoice of the transactions using Invoices table
(Main menu -> Sales management -> Invoices).
68
Sales management
The Distributions table in the Invoices (Details) window displays the entries which
are created in the Journal when you execute the Account invoice action from the
Invoices table.
Invoices can be created as follows:
2.
Click Invoice against order. The system opens the Sale orders
table showing only the sales orders with the status as
Accepted'.
3.
Select the required sale order from the list. The system displays
Invoice against order dialog box.
69
Sales management
4.
When more than one order is selected, the box Invoice setup is
enabled with the following options:
5.
'Insert all the lines from the orders': Select this to add all the
lines of the orders to the Invoice.
'Select lines from sale orders': Select manually the lines you
want to include.
6.
7.
Enter the reference of the invoice and then click OK. The
system creates invoice in the Invoices table.
2.
70
Sales management
3.
Select the required delivery note from the list. The system
displays Invoice against delivery note dialog box.
When more than one delivery note is selected, the box Invoice
setup is enabled with the following options:
5.
'Select lines from delivery notes': Select manually the lines you
want to include.
'Insert all the lines from the delivery notes': Select this to add all
the lines of the delivery notes to the Invoice.
6.
7.
Enter a reference of the invoice and then click OK. The system
creates invoice in the Invoices table
71
Sales management
72
Purchase management
CHAPTER
6
6 Purchase management
The Purchases management module helps to create and track the purchase orders,
purchase delivery notes, purchase invoices, warehouse receipts and supplier information.
You can create one or more purchase orders by using the data imported from the pending
sale orders.
74
Purchase management
During purchase order entry, you can manage the price of the item, weight of the
item and the tax. The Purchase orders table also helps you to track the following:
The Lines table in the Purchase order (Details) window gives information about the
items included in the purchase order. It points out the ship status, invoice status,
quantity, and price of the item.
Purchase orders can be created as follows:
Directly
Automatically
2.
75
Purchase management
3.
4.
If you select only one supplier, the system activates the 'Only
select the items of the supplier' field. Select this field to generate
a purchase order of the items with the specified default supplier.
5.
6.
7.
Select the lines you want to include. The system creates new
purchase order in the Purchase orders table.
76
Purchase management
The Good receipts lines table in the Purchases delivery notes (Details) window
displays information of all the items purchased from the supplier on the date
specified.
Purchases delivery notes can be created as follows:
Directly
2.
3.
Select the required element from the list. The system displays
Good receipt against purchase order dialog box.
77
Purchase management
4.
One good receipt for each selected purchase order': Select this
to create an independent good receipt for each purchase order.
5.
'Insert all the lines from the purchase orders': Select this to add
all the lines of the purchase orders lines to the good receipt.
6.
7.
Enter a reference of the good receipt and then click OK. The
system creates good receipt in the Purchase delivery notes
table.
78
Purchase management
2.
4.
79
Purchase management
Directly
80
Purchase management
2.
3.
Select the required purchase order from the list. The system
displays Purchase invoice against purchase order dialog box.
81
Purchase management
5.
'Insert all the lines from the purchase orders': Select this to add
all the lines of the purchase orders lines to the invoice.
6.
7.
Enter reference of the invoice and then click OK. The system
creates purchase invoice in the Purchase invoices table.
2.
3.
Select the required purchase delivery note from the list. The
system displays Purchase invoice against good receipt dialog
box.
82
Purchase management
4.
5.
'Insert all the lines from the good receipts: Select this to add all
the lines of the purchase delivery notes lines to the invoice.
'Select lines from the good receipts': Select manually the lines
you want to include.
6.
7.
Enter reference of the invoice and then click OK. The system
creates purchase invoice in the Purchase invoices table.
83
Manufacturing
CHAPTER
7
7 Manufacturing
The Manufacturing module of Expert III enables you to manage the manufacturing process
of your company involving all the key aspects such as: work centers, manufacturing orders,
manufacturing operations, labor tickets, actual and estimated costs.
This chapter also explains the following:
Manufacturing of an order
84
Manufacturing
You can remove a work center from the system. The system displays a
warning message listing all the related information that will be deleted in
the process of removing a work center.
2.
3.
Click New, and then enter the data required. The system
creates an operation assigned to the work center.
4.
Click Save.
# You can create more than one operations assigned to the work
center as required.
85
Manufacturing
Against items
86
Manufacturing
2.
3.
Select one or more items from the Items table. The system
displays Manufacturing orders against items dialog box.
5.
6.
87
Manufacturing
7.
Click Apply to all if you select more than one item from the
Items table.
8.
# To
2.
88
Manufacturing
3.
Select the required order in the Sale orders table. The system
displays Manufacturing orders against sale orders dialog box.
5.
6.
7.
89
Manufacturing
2.
90
Manufacturing
Select the Machine check box to change the work center and
select the required work center by navigating to the Operations
(Selection) table.
4.
5.
6.
Click OK. The system changes the work center, material and
thickness of the selected manufacturing operation
91
Manufacturing
2.
Click Import. The system displays Please select what you want
to import dialog box.
4.
5.
92
Manufacturing
2.
Click Actions list, and then click Nest. The system opens a
Expert Nesting and machining window.
4.
93
Manufacturing
94
Manufacturing
2.
3.
Enter the begin time and end time used for the operation, the
details of the employee validating the operation and the
manufactured quantity.
# If
# You can also validate labor tickets directly from the main menu
(Main menu -> Manufacturing -> Validate labor tickets
95
Manufacturing
Pending: The manufacturing operation is not assigned to the job and the
operation is pending
Pending with job: The manufacturing operation is assigned with the job
but nesting is not done.
In
workshop:
The
manufacturing
operations
are
assigned
for
96
Manufacturing
97
Manufacturing
98
Outsourcing
CHAPTER
8
8 Outsourcing
The Outsourcing module allows you to manage the excessive work load. It provides you
with the latest technology and expertise required to complete a task. You can also
subcontract some of the process of your enterprise to meet the increasing demand of the
client and track the items through entry or exit delivery notes.
You can define an operation as an outsourcing operation only when a work center
is defined as an outsourcing work center.
100
Outsourcing
The Outsourcing orders lines tab at the bottom of the Outsourcing orders (Details)
window provides information on the item, manufacturing details, material, thickness
and so on.
You can create an outsourcing order directly from the Outsourcing orders table
(refer Creating a new element in page 22).
You can also create an outsourcing order against manufacturing operation as
follows:
1. In the Outsourcing orders table, click Actions list and select
Outsourcing order against manufacturing operation.
2. The system opens Manufacturing operations table displaying all the
pending outsourcing operations. Select the required manufacturing
operation for which you want to create an outsourcing order.
3. The system displays Outsourcing order: Enter the reference dialog box.
101
Outsourcing
102
Outsourcing
3. The system displays Exit delivery note against outsourcing order dialog
box.
One exit delivery note for all selected outsourcing orders (grouped by
supplier): Select this to create only one exit delivery note for all the
outsourcing orders belonging to the same supplier.
One exit delivery note for each selected outsourcing order': Select this to
create an independent exit delivery note for each outsourcing order.
5. In Lines setup box, you can choose one of the following options to select
the lines from the orders for the delivery notes:
Select lines from the outsourcing orders: Select manually the lines you
want to include.
Insert all the lines from the outsourcing orders: Select this to add all the
lines of the outsourcing orders to the exit delivery notes.
6. Click OK. The system displays Outsourcing exit delivery note: Enter the
reference dialog box.
7. Enter reference of the exit delivery note and then click OK. The system
creates an exit delivery note in the Outsourcing exit delivery notes table.
103
Outsourcing
You can also send the created outsourcing exit delivery note to the supplier as
follows:
1. In the Outsourcing exit delivery notes table, click Actions list and select
Exit delivery note against outsourcing order.
2. The system displays Tracking number assignment dialog box.
104
Outsourcing
105
Outsourcing
3. The system displays Entry delivery note against outsourcing order dialog
box.
One entry delivery note for all selected outsourcing orders (grouped by
supplier): Select this to create only one entry delivery note for all the
outsourcing orders belonging to the same supplier.
One entry delivery note for each selected outsourcing order': Select this
to create an independent entry delivery note for each outsourcing order.
5. In Lines setup box, you can choose any of the following options to select
the lines from the orders for the delivery notes:
Select lines from the outsourcing orders': Select manually the lines you
want to include.
'Insert all the lines from the outsourcing orders': Select this to add all the
lines of the outsourcing orders to the entry delivery notes.
6. Click OK. The system displays Outsourcing entry delivery note: Enter the
reference dialog box.
7. Enter reference of the entry delivery note and then click OK. The system
creates an entry delivery note in the Outsourcing entry delivery notes
table.
106
Outsourcing
You can also create an outsourcing entry delivery note against exit delivery note as
follows:
1. In the Outsourcing entry delivery notes table, click Actions list and select
Entry delivery note against exit delivery note.
2. The system opens Outsourcing exit delivery notes table. Select an
outsourcing exit delivery note for which an outsourcing entry delivery note
has to be created.
3. The system displays Entry delivery note against exit delivery note dialog
box.
One entry delivery note for all selected exit delivery note (grouped by
supplier): Select this to create only one entry delivery note for all the exit
delivery notes belonging to the same supplier.
One entry delivery note for each selected exit delivery note: Select this to
create an independent entry delivery note for each exit delivery note.
5. In Lines setup box, you can choose any of the following options to select
the lines from the orders for the delivery notes:
'Select lines from the delivery note: Select manually the lines you want to
include.
107
Outsourcing
'Insert all the lines from the delivery note: Select this to add all the lines of
the exit delivery note to the entry delivery notes.
6. Click OK. The system displays Outsourcing entry delivery note: Enter the
reference dialog box.
7. Enter reference of the entry delivery note and then click OK. The system
creates an entry delivery note in the Outsourcing entry delivery notes
table.
You can receive the outsourcing entry delivery note as follows:
1. In the Outsourcing entry delivery notes table, click Actions list and select
Entry delivery note reception.
2. The system displays Entry delivery note reception dialog box.
108
Outsourcing
109
Outsourcing
One outsourcing invoice for each selected order: Select this to create an
independent invoice for each selected order.
9. In Lines setup box, you can choose one of the following options to select
the lines from the orders for the delivery notes:
'Select lines from the outsourcing orders: Select manually the lines you
want to include.
'Insert all the lines from the outsourcing orders:Select this to add all the
lines of the order to the invoice.
110
Outsourcing
10. Click OK. The system displays Outsourcing invoice: Enter the reference
dialog box.
11. Enter reference of the invoice and then click OK. The system creates a
new invoice in the Outsourcing invoices table.
You can create an outsourcing invoice against outsourcing entry delivery note as
follows:
1. In the Outsourcing invoices table, click Actions list and select
Outsourcing invoice against entry delivery note.
2. The system opens Outsourcing entry delivery notes table. Select the
delivery note for which the invoice has to be created.
3. The system displays Outsourcing invoice against entry delivery note
dialog box.
One outsourcing invoice for all selected entry delivery notes (grouped by
supplier): Select this to create only one invoice for all the delivery notes
belonging to the same supplier.
One outsourcing invoice for each selected entry delivery note: Select this
to create an independent invoice for each selected delivery note.
5. In Lines setup box, you can choose one of the following options to select
the lines from the orders for the delivery notes:
111
Outsourcing
'Select lines from the delivery note: Select manually the lines you want to
include.
'Insert all the lines from the delivery note: Select this to add all the lines
of the delivery note to the invoice.
6. Click OK. The system displays Outsourcing invoice: Enter the reference
dialog box.
7. Enter reference of the invoice and then click OK. The system creates a
new invoice in the Outsourcing invoices table.
112
Outsourcing
In the Warehouses (Selection) table, click Select click Actions list and select
Show WIP. The system displays WIP dialog box. You can view product, name,
quantity, manufacturing order, operation and cost for that respective company.
113
Warehouses management
CHAPTER
9
9 Warehouses management
The Warehouses management module of Expert III tracks the movement and the storage
of materials within warehouses of your enterprise.
Warehouses management module allows working with several warehouses at the same
time providing updated information of the stock, status, and cost of the products in each
warehouse. For the best distribution of products, the module helps to allocate various
physical locations for the warehouses.
9.1 Warehouses
You can create and manage the warehouses using the Warehouses table (Main
menu -> Warehouses management -> Warehouses).
114
Warehouses management
Work centers table gives you the details of the various work centers of a warehouse.
The Stock quantities table provides you the details of all the items in a particular
warehouse.
115
Warehouses management
Identify the weight of each line in the inventory detachment, for each item
in the warehouse
116
Warehouses management
The details of the quantity of the item in a Stock quantities table are
displayed in the following fields.
The cost of a particular item in the Stock quantities table is defined using
the two accounting principles (refer Glossary in page 128).
117
Warehouses management
Manual: The entry or exit of the stock is not associated with any other
concepts specified below. This option is used if an item is damaged or
expired.
Delivery note shipment: The stock exits the warehouse because of sale
order. This category can only be an exit. You can specify the required
order and the system automatically takes the quantity to exit the
warehouse.
118
Warehouses management
between the theoretical quantity and the real quantity of items, and so
on.).
119
Warehouses management
2.
3.
Click Explode (
5.
Click Apply all to enter the grid with the same tracking number
for all the quantities or click Apply next to enter the grid with
series of numbers.
6.
# The
Automatic reference (
) icon.
120
Warehouses management
2.
3.
Click Explode (
5.
Click Apply all to enter the grid with the same tracking number
for all the quantities or click Apply next to enter the grid with
series of numbers.
121
Warehouses management
6.
# The
Automatic reference (
) icon.
2.
122
Warehouses management
3.
Select the required purchase order from the list. The system
displays Purchase delivery note against purchase order dialog
box.
Select more than one purchase order, the box Delivery notes
setup is enabled with the following options:
5.
'Insert all the lines from the purchase orders: Select this to add
all the lines of the purchase orders to the delivery notes.
6.
7.
Select the required purchase order lines from the list. The
system displays Batch number assignment dialog box.
8.
9.
Click OK. The system displays Enter the location dialog box.
10.
123
Troubleshooting
Troubleshooting
PROBLEM
REASON
SOLUTION
Deactivate filter.
A filter is applied.
When I open some tables,
I cannot see all the records
in it.
Other records are in
next pages.
124
Troubleshooting
125
When I validate an
operation, all the
operations are validated
too.
When I exploit a
manufacturing operation,
the status of some
operations is pending and I
cant validate them.
When I validate an
operation and I want to
validate the following
operation, I cant do it
because the product
quantity is not available.
126
Glossary
Glossary
A
Actual cost
Allocation
Average price
B
Backlog
Batch
C
CAD/CAM
CRM
Customer
Relationship Management.
Usually
used when
D
Dunning
128
Glossary
E
ERP
Explode
F
FIFO
First In First Out. This is a method that assumes the first units
purchased are the first to be sold. In other words, the last units
purchased are always the ones remaining in inventory.
Fixed cost
Fixed price
I
Inventory
Item
L
Labor tickets
LIFO
Last In First Out. This is a method that assumes the last units
purchased are the first to be sold. Therefore, the first units
purchased always remain in inventory.
129
Glossary
M
Margin
Markup
Module
N
Nesting
O
Operation
Q
Quote
R
Raw material
Routing
130
Glossary
V
Validate
W
Warehouse movement To move items between various locations in the warehouse.
WOS
131
Index
Index
workspace .................................................... 16
A
Actions list........................................................ 23
Advanced filter ................................................. 25
C
Companies
addresses....................................................... 46
Associated companies .................................. 45
auxiliary data ................................................ 45
Contacts ........................................................ 48
Dunning management ................................... 49
Creating a new element .................................... 22
D
Delivery notes................................................... 66
create a delivery note .................................... 66
F
Field filter ......................................................... 24
I
Invoices ............................................................ 68
create an invoice ........................................... 69
Items ................................................................. 28
classes of items ............................................. 29
Costs ............................................................. 34
Costs associated with manufacturing items ..36
Costs associated with purchase items ........... 35
create an assembled item .............................. 30
item structures .............................................. 31
operations assignments ................................. 32
Purchase prices ............................................. 34
Sale prices..................................................... 37
types of items................................................ 29
Types of profits ............................................ 40
Items backlogs
types of backlogs .......................................... 42
M
Manufacturing ................................................. 84
grouping and filtering options ..................... 97
Manufacturing costs .................................... 98
Manufacturing operations ............................ 89
manufacturing order against an item ........... 87
Manufacturing orders .................................. 86
manufacturing orders against a sale order ... 88
Manufacturing status ................................... 96
nesting and machining ................................. 93
Validating labor tickets ................................ 95
Work centers ................................................ 84
WOS ............................................................ 94
N
Navigate to components .................................. 22
O
Outsourcing ....................................................100
Outsourcing entry delivery notes ................105
Outsourcing exit delivery notes ..................102
outsourcing invoices ...................................109
outsourcing orders ......................................100
P
Purchase orders ................................................ 74
create a purchase order ................................ 75
Purchases delivery notes .................................. 76
create a purchase delivery note .................... 77
create good receipt reception ....................... 79
Purchases invoices ........................................... 80
create a purchase invoice ............................. 81
Q
Quotes .............................................................. 55
Quote tracking ............................................. 58
S
Sale orders ....................................................... 59
copy sale order ............................................. 63
create a sale order ........................................ 61
send the sale order for manufacturing.......... 64
Sales tracking................................................... 72
132
Index
U
User help .......................................................... 27
133
W
Warehouses.....................................................114
assign an item to a warehouse ....................116
assigning tracking numbers ........................119
receipt of purchase orders ...........................122
Stock quantities...........................................115
Warehouse movements ...............................117
Lantek Software
Yes
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2. Were there sufficient navigation points to guide you working with Lantek Expert III?
Yes
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3. Does this manual provide sufficient information about the modules?
Yes
No
4. Is the format of this manual convenient in size, readability and arrangement (page layout,
chapter, order, etc.)?
Yes
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5. Could you find the all the information you were looking for?
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Most of the times
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6. Could information be easily found using the index or table of contents?
Table of contents
Index
7. Are you satisfied with this manual?
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134
Lantek Software
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