MiSys Documentation

Joseph A Santiago
August 8, 2015
MISYS MANUFACTURING 6.1
TRAINING BASICS
Baesis Business Training
This manual is designed to be paired with your Professional Services Trainer. The
learning outcome of this training guide is to have the client working hands on with
meaningful data and using MISys Manufacturing immediately.

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Contents
Installation & Setup..............................................................................................................3
Combined MISys Manufacturing Client/Server Installation Considerations .......................3
Introduction Client Login ...................................................................................................3
Client Server Connection ...................................................................................................4
Introduction to the Dashboard...............................................................................................6
Creating User Security Groups............................................................................................12
Group ID and Description .............................................................................................13
Group Permissions .......................................................................................................13
Set All ..........................................................................................................................13
Clear All .......................................................................................................................14
Group Members ............................................................................................................14
Group Shortcuts ...........................................................................................................14
Group Menu .................................................................................................................16
Creating User Accounts .......................................................................................................18
User's Language ...........................................................................................................19
User Password and Verify.............................................................................................19
Account Status .............................................................................................................19
Group ID ......................................................................................................................19
Reset User Preferences .................................................................................................20
Setting the Company Options ..............................................................................................20
Creating Locations ..............................................................................................................40
Creating New Items ............................................................................................................42
Creating New Location(s) ....................................................................................................46
Creating A New Supplier from Scratch ................................................................................50
Creating A New Supplier by Import of the accounting system .............................................56
Creating Items from Scratch ...............................................................................................59
Creating Items from Import.................................................................................................76
Creating a Bill Of Material from Scratch .............................................................................79
Purchasing ........................................................................................................................ 103
Purchasing Functions ................................................................................................. 104
Supply Schedule............................................................................................................. 105

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Purchase Order View .................................................................................................. 108
Items View ................................................................................................................. 109
Purchase Orders ............................................................................................................ 111
Opening and Closing a PO.............................................................................................. 123
Manufacturing Orders ....................................................................................................... 130
Manufacturing Order from Start to Finish. .................................................................... 155
Setting up the basics of the MRP/MPS............................................................................... 173
Distinguishing between Current & Scheduled Activities in MISys.................................. 176
Materials Resource Planning (MRP) .................................................................................. 178
Create MRP using Stock Check & Autobuild .................................................................. 179
Shortages Today ......................................................................................................... 183
What If Today............................................................................................................. 183
Future Shortages ........................................................................................................ 183
Future What If ........................................................................................................... 184
Stock Status ............................................................................................................... 185
Buyer's Advice ............................................................................................................ 187
Stock Check ................................................................................................................ 191
Item Transfers............................................................................................................ 193
Supplier Transfers ...................................................................................................... 198
Sales Transfers ........................................................................................................... 199
Batch Check ............................................................................................................... 200
Master Production Schedules...................................................................................... 201
MRP/MPS Process Walk Through...................................................................................... 209
Continuing the Process in Production............................................................................. 214
Continuing the Process in Purchasing ............................................................................ 218
MRP/MPS Text only Summary Walkthrough..................................................................... 221
Continuing the Process in Production Via Text Only Summary ...................................... 222
Continuing the Process in Purchasing Via Text Only Summary ..................................... 223
Doing a Physical Inventory: A Walk through ..................................................................... 224
Physical Inventory Text Only Summary Walk Through ..................................................... 236

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INSTALLATION & SETUP
Combined MISys ManufacturingClient/Server Installation
Considerations
Where necessary the client components and the server components can be installed on the
same computer. In general, it is preferable to install the serve components on one fairly high-
powered computer, whereas the client components can be installed on less powerful desktop
computers.
The computer on which the MISys Manufacturing client and server components are installed
should have an Intel Pentium 2GHz or faster processor (Pentium IV or equivalent
recommended), 1GB of RAM or greater, and 1GB of available hard-disk space.
Introduction ClientLogin
Open MISys Manufacturing 6.1 Client by double clicking on the icon and this is the client
login that you should see.
Check the company drop down menu to ensure that you are logging into the correct company
database.
Login with your User ID. If you have not logged in on this machine before your User ID will
not be displayed in the drop down menu.

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The MISys default password is password. This password is changed inside the client.
Click Log In and the MISys will check your license before allowing you in.
ClientServer Connection
If the MISys Manufacturing Server is on a different computer from the one you are running
the client from, you may have to edit the connection to the MISys Manufacturing Server so
MISys knows which server you want to use. Open MISys Manufacturing 6.1 Server
Administration by double clicking on the icon and this is the client login that you should see.
To setup clients on the server click on edit. Then click on server connection.
The following dialogue screen should open. Everything is installed on my pc so I am in Single
User Single PC mode.

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When you’re connecting to the server with a client you’ll be using the second or third choice.
Due to CPU and memory resource limitations, MISys does not recommend running MISys
Manufacturing on a peer-to-peer network.
Click on Internet or Intranet connection and you’ll find the path MISys uses to get to the
server.
This is the key path that needs to be the same for all the computers on the network. Where
local host is in this address should be set to your server name or your server IP address.

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Ensure that you only change the text within the two forward slashes as shown above. Do not
change anything else about this path.
If this is not set correctly you will get a message saying that it is unable to connect.
When done click OK and log in to MISys.
INTRODUCTION TO THE DASHBOARD
After signing into MISys you should see the screen below. The primary way that MISys
Manufacturing provides to access functionality in the product is via Navigation Panels.
These Navigation Panels are always displayed on the lower left side of the MISys
Manufacturing desktop. Navigation Panels work very similarly to the Panels displayed in
Microsoft Outlook. Navigation Panels group the main functions of MISys manufacturing by
the related primary functions used in the manufacturing process. Clicking on any Panel
displays a tree list of specific functions in the upper left side of the MISys Manufacturing
desktop.

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When you look at the opening screen you will notice there is a lot of white space that can be
customized with your company information.
InfoCenter
Top Right Pane
The top pane displays a welcome screen with content from your company intranet or from
anywhere on the World Wide Web. Anyone with basic HTML skills can create a customized
welcome screen to suit your corporate image.
Bottom Right Pane
The bottom pane displays content provided by the authors of MISys Manufacturing,
Manufacturing Information Systems, Inc. Anytime you are connected to the Internet, this
pane will alert you with up-to-date information from MISys, Inc.
Navigation Panel
The Navigation panel displays a number of buttons which, when clicked, take you to a
related group of program functions. Often a flow chart related to the functions is displayed in
the top right panel.

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Dashboard
Clicking the Dashboard button displays the Info Center and a list of the pre-defined and
custom alerts that are available to this User.
Custom alerts are associated with a specific User ID. If you do not see an alert you want, and
that is available to another User, ask your Administrator for a copy of the Alert you want.
My Menu
Click the My Menu button to see a list of available shortcuts to selected MISys
Manufacturing functions. My Menu also provides functions to customize the panels you
want to appear, rearrange their order.
Planning
Clicking the Planning button displays a menu related to the planning functions of MISys
Manufacturing. Stock Check is part of the Basic Manufacturing module. Material
Requirements Planning and Shop Floor Planning are separate modules for which an extra-
cost license is available.
Purchasing
Clicking the Purchasing button displays a menu related to the purchasing functions of MISys
Manufacturing. Access to these functions requires that you license the Advanced Purchasing
module.
Production
Clicking the Production button displays a menu related to the production functions of MISys
Manufacturing. Access to the Manufacturing Order functions requires that you license the
Advanced Purchasing module. Access to the Shop Operations, Tools, and Work Center
functions requires that you license the Shop Floor Control module.
Stock Control
Clicking the Stock Control button displays a menu related to the planning functions of MISys
Manufacturing. Stock Transfer, Physical Inventory, and Stock Movement are part of the
Basic Manufacturing module. Access to the Bin Tracking functions requires that you license

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the Bin Tracking module. Access to the Serial/Lot Tracking functions requires that you
license the Serial/Lot Tracking module.
Master Files
Clicking the Master Files button displays a list of the master files maintained by MISys
Manufacturing. Tools and Work Centers are specific to the Shop Floor Control module for
which an extra-cost license is available.
Reports
Clicking the Reports button displays a menu of reports built into MISys Manufacturing.
Custom Reports are specific to the Custom Reporting module for which an extra-cost license
is available.
Accounting
Clicking the Accounting button displays a menu related to the accounting functions of MISys
Manufacturing which are all included in the Basic Manufacturing module.
Administration
Clicking the Administration button displays a menu related to the administration functions
of MISys Manufacturing, most of which are included in the Basic Manufacturing module.
Access to the Production Calendar function requires that you license the Advanced
Production module. Access to the Work Center Shift Sets function requires that you license
the Shop Floor Control module.
The Company Profile provides information about your company that MISys Manufacturing
uses when creating Purchase Orders, Work Orders, and various reports. Be sure that you
have filled in the following fields as completely as possible.
Company ID
The ID MISAMCO was assigned to the sample company when the MISys Manufacturing
database was created.

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Company Name
The full name of the organization served by this installation of MISys Manufacturing.
Address
The physical and mailing address for this organization (up to 4 lines).
City
The city where this organization is located.
State/Province
The state or province where this organization is located.
Zip/Postal
The Zip-code or postal code associated with this address.
Country
The country where this organization is located.
Telephone
The primary telephone number of your manufacturing plant.
Fax
The primary fax number of your manufacturing plant.
Web Site
The URL of your corporate Web site.

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Info Center URL
The URL of the page you wish to display as the home page on the MISys Manufacturing Info
Center. MISys will pull information from the website to fill in the white space and will
personalize the opening Dashboard screen. This field can be personalized further with html.
Product(s)
The product(s) you manufacture at this company.
Contact Name
The name of the person who is primarily responsible for this installation of MISys
Manufacturing.
Contact Email
The email address of the person who is primarily responsible for this installation of MISys
Manufacturing.
Home Currency
The currency in which all your accounting transactions occur. (For display only.)
After making the required changes to the Company Profile, click the Save button to update
the MISys Manufacturing database.

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CREATING USER SECURITY GROUPS
Whether you have a few users or a large group of people using MISys it is best practice to
create at least one security group. Start by Clicking on the Administration on the far left
side.
Then click on Security Groups.
You will see the following default groups.
You can double click on any of the GroupIDs to edit them. If you wish to create a new
GroupID click the New button on the main toolbar.
A window similar to the one below should have appeared.

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Group ID and Description
Enter up to 8 characters in the Group ID field to identify this Security Group. Enter a
brief description of the Security Group in the Description field.
Group Permissions
Establish permissions for this Group by checking the box to the left of the function name.
Doing so awards all permissions for the selected function to this Security Group.
If you prefer to award partial permissions to the function (for example, view but not edit
permission) click to expand the function. The check the box to the left of the permission
you wish to award.
Set All
Click the Set All button to award all permissions to this Security Group with just one
click.

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Clear All
Click the Clear All button to revoke all permissions to this Security Group with just one
click.
Group Members
The Members tab displays a list of MISys Manufacturing Users who are currently
associated with this Security Group and whose permissions will change with any changes
you make to this Security Group. Initially, the Members tab will be empty until you
perform the next step which is to create Users and associate them with a Security Group.
Group Shortcuts
The Shortcuts tab allows you to create shortcuts to specific program functions and to
associate them with a Group of Users. When a User who is associated with the Group

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logs into MISys Manufacturing, he or she will be presented with that collection of
shortcuts.
To add Shortcuts to the Group, click the Edit button. The following window will open.

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To select a shortcut
Click to select a Shortcut you want from the left pane (Possible Shortcuts). Then click the
Right arrow button to move it to the right pane (My Shortcuts).
To deselecta shortcut
Click to select a Shortcut you want from the right pane (My Shortcuts). Then click the
Left arrow button to move it back to the left pane (Possible Shortcuts).
To arrange selected shortcuts
Click to select a Shortcut you want move in the right pane (My Shortcuts). Then click the
Up arrow button to promote the selection in the list, or click the or Down arrow to
demote the selection in the list.
When you have selected and arranged the Shortcuts you want, click the OK button to
save your work and close the window. Your entries are displayed on the Shortcuts tab.
Group Menu
The Menu tab allows you to create a customized menu and to associate it with a Group
of Users. When a User who is associated with the Group logs into MISys Manufacturing,
that user will be presented with that customized menu.

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When you have edited the selected Security Group as necessary, click the Save button to
update the MISys Manufacturing database and return to the Administration desktop

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CREATING USER ACCOUNTS
Start by logging into MISys Manufacturing as the user ADMIN, then navigate to the
Administration panel. Click to select Users.
You must create a User record for each User you wish to have log in to MISys. Click the
New button in the Main Toolbar. The following window will open:
User ID and Name

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Enter up to 8 characters in the User ID field to identify this User. You can enter any text
you want in the User ID field, but utilizing the user’s initials tends to work the best.
Enter the User's name in the Name field.
User's Language
If you have a multi-lingual version of MISys Manufacturing, click to select the language
you wish to associate with the specified User. When this User logs in to MISys
Manufacturing, the windows will appear in the selected language.
User Password and Verify
In the Password field enter the password this User must enter whenever he or she logs
into MISys Manufacturing. Re-enter the same password in the Verify field.
If you change the password for the User ADMIN from its default setting which is
"password" you are responsible for remembering the new password. There is no
way to log into MISys Manufacturing if you lose it.
Account Status
Click the Account Status selection box and select "Inactive" if you wish to temporarily
disable this User. Once disabled, the specified user will not be able to log into MISys
Manufacturing even with the correct password. Click the Account Status selection box
and select "Active" when you wish to re-activate this User.
Group ID
In the Group ID field enter the ID of the Security group you wish to associate with this
User, or click the Finder icon to select a valid Security Group. The permissions
associated with this Security Group are thus conveyed to the User.
If you leave the Group ID blank, you have created a User with no permissions.

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Reset User Preferences
MISys Manufacturing associates certain preference settings with the User ID and retains
them for use when the User next logs in. Click the Reset UserPreferences button to
clear these settings.
When you have edited the selected User as necessary, click the Save button to update the
MISys Manufacturing database and return to the Administration desktop.
SETTING THE COMPANY OPTIONS
Start by logging into MISys Manufacturing as the user ADMIN, then navigate to the
Administration panel. The select Company Options.
The Company Options notebook comprises four tabs on which you can tailor the way MISys
works for you. The tabs serve the following purpose:

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General
Controls which standard and extra-cost options are enabled for this company. The General
tab allows you to specify 6 aspects of the way MISys works for you.
Options
The Options group allows you to enable or disable the following standard and extra-cost
options:
BOM Revision Control
Check this box to enable the BOM Revision Control option of MISys Manufacturing. This will
allow you to create multiple revisions for a given bill of material.
PO Tax Support
Check this box to enable the PO Tax Support option of MISys Manufacturing. This will allow
you to define tax authorities for Items and Suppliers so that MISys Manufacturing can
calculate taxes on Purchase Orders. Most US users should leave this unchecked.

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Serial/Lot Tracking
Check this box to enable the Serial/Lot Tracking option of MISys Manufacturing. This allows
you to create and track serial numbers and lot numbers for raw materials, sub-assemblies,
and finished goods.
Bin Tracking
Check this box to enable the Bin Tracking option of MISys Manufacturing. This allows you to
create sub-locations in which material may be stored.
Serial/Lot Tracking and Bin Tracking are additional options that are purchased separately.
Stock Transfers
Confirm Transfers
Check this box if you want MISys Manufacturing to confirm your intent before executing a
stock transfer.
Report Successful Completion
Check this box if you want MISys Manufacturing to alert you to the fact that a stock transfer
has been executed successfully.
Job Tracking
Enabled
Check this box to enable the Job Tracking option of MISys Manufacturing. This will allow
you to create a host of Job tracking and Job costing reports.
Require Job Number
Check this box if you wish to require the entry of a Job number for any stock transfer.
If you do not require the entry of a Job number, a blank entry in the Job field produces no
Job transaction.

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Default Folders
Documents
Enter the complete path to the default folder where attached documents will be stored. Click
the Browse button to navigate to the desired folder.
Pictures
Enter the complete path to the default folder where attached pictures will be stored. Click
the Browse button to navigate to the desired folder.
Custom Reports
Enter the complete path to the default folder where custom report scripts will be stored.
Click the Browse button to navigate to the desired folder.
Labor Tracker
Enter the complete path to the default folder where MISys Manufacturing Labor Tracker
database will be stored. Click the Browse button to navigate to the desired folder.
Other/ Weight Unit of Measure
Enter the text you wish to display as the unit of measure for the weight of Items. (This field
becomes the default and will apply to all Items.)
Currency
Home Currency
MISys Manufacturing displays the code for your Home Currency. This is the currency in
which all your accounting transactions will be created.
Multi-currency
Check this box if you wish to enable the multi-currency capabilities of MISys Manufacturing.
Doing so allows you to create and process Purchase Orders for suppliers who use currencies
other than your Home Currency.

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Preferences
Controls a number of function-specific options, including Auto-build and Auto-increment.
Auto-build
The Auto-build group allows you to define where the Auto-build function can be invoked.
Enable for Stock Check
Check this box if you wish to be able to invoke Auto-build within the Stock Check function.
Enable for Stock Transfer
Check this box if you wish to be able to invoke Auto-build within the Stock Transfer function.
Stock Control
The Stock Control group allows you to select a Costing Method and support for negative
inventory quantities.

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Costing Method
Click to select from the available costing methods: Standard, Average, FIFO, or LIFO.
Allow Negative Stock
Check this box if you wish to allow the execution of stock transfers which will result in
negative inventory quantities. This option is disabled if you choose the FIFO/LIFO Costing
Method.
Print Transaction Pick Lists
By default, MISys Manufacturing offers to print a report detailing the components used for
many assembly-oriented transactions. These are the items you should pick. If you never wish
to print these transaction lists, clear this checkbox. Unlike most of the other company
options, this setting applies to the specific user currently logged in only.
Rollup BOM Routing Resources
Check this checkbox if you wish to include the labor and overhead associated with the Work
Centers referenced in BOM Routing details when performing a cost rollup. Clearing this
checkbox will ensure that costs associated with Routing details are not rolled up.
Purchasing
The Purchasing group allows you to determine whether Receivers are printed or Additional
Costs are calculated.
Update Recent Cost at
Select either PO Open, PO Close, or Both to specify when the Recent cost for an Item is
captured.
Auto-increment POs
Click to select from the available Auto-increment options: None, System, or User. If you
select System, MISys Manufacturing will create new Purchase Orders with the next logical
PO number on a system-wide basis. If you select User, the next logical PO number will be
assigned on a user basis so that each user can have his/her own numbering sequence.

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Print Receivers
Check this box if you wish to be able to print a Receiver (a report listing recent PO receipts)
at the conclusion of a receiving session.
Calculate Additional Costs
Check this box if you wish to calculate additional costs for purchased Items based on the
additional costs you define and apply to purchases.
Production
The Purchasing group allows you to determine whether Receivers are printed or Additional
Costs are calculated.
Auto-increment Work Orders
select System, MISys Manufacturing will create new Work Orders with the next logical WO
number on a system-wide basis. If you select User, the next logical WO number will be
assigned on a user basis so that each user can have his/her own numbering sequence.
Auto-increment Mfg. Orders
select System, MISys Manufacturing will create new Manufacturing Orders with the next
logical MO number on a system-wide basis. If you select User, the next logical MO number
will be assigned on a user basis so that each user can have his/her own numbering sequence.
Default Check for Late Ship
Check this box to set the default value for the 'Validate Ship Date' checkbox for any new
Work Order or Mfg. Orders created.
When checked, and the Work Order or Mfg. Order is linked to a Sales Order, Validate Ship
Date will prevent the user from making any change to the Work Order or Mfg. Order that
would cause the completion date for the order to be later than the Ship Date for the linked
Sales Order.

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Create Sales Orders from Mfg. Orders
If the accounting integration supports the creation of Sales Orders, this checkbox will be
visible and allows setting whether you want to allow users to create a sales order from a
Manufacturing Order. If this is unchecked, the Create Sales Order toolbar button will never
be enabled on the Manufacturing Order form toolbar.
Serial/Lot Tracking
If the Serial/Lot Tracking option is enabled on the General tab, the Serial/Lot Tracking group
allows you to tailor how MISys Manufacturing tracks serial numbers and lot numbers. This
group box is disabled if you have not licensed or disable the Serial/Lot Tracking option.
Track WIP
Check this box to have MISys Manufacturing track the serial/lot numbers for material in
WIP. This provides a level of tracking which is often more than what is required and adds
complexity to the processing of serial/lot numbers.
Assign Authentication
Check this box if you want to have the user making Serial/Lot Assignments have to re-
authenticate themselves before they can actually make the assignment.
Update Sales Order
Serial/Lot Info
Check this box if you wish to update your accounting system's sales orders with Serial/Lot
pertinent information from MISys Manufacturing. This checkbox is disabled if you have not
elected to integrate with a compatible accounting system.
Auto-increment Serial Numbers
Click to select from the available Auto-increment options: None or System. If you select
System, MISys Manufacturing will create new Serial Numbers with the next logical serial
number on a system-wide basis.

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Auto-increment Lot Numbers
Click to select from the available Auto-increment options: None or System. If you select
System, MISys Manufacturing will create new Lot Numbers with the next logical lot number
on a system-wide basis.
Formats
Controls how certain fields are formatted, and the precision used to display certain numbers
system-wide.
Formats
The Formats group allows you to specify the length and format of the Item No., Reference,
Pick Sequence, Telephone, Fax, Bin No., Lot No., and Serial No. fields.
You format the fields by entering a combination of literals and mask characters. You enter
literal characters to display in Literal Mode. You enter mask characters in Mask Mode. You
can switch between Literal Mode and Mask Mode by pressing the PgDn key or by clicking
the checkbox labelled Insert Mask Characters.

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Literal Mode
You use Literal Mode to enter literal characters (uppercase, lower-case, numbers, or
punctuation) that you wish to appear as part of your Item No., Reference, Pick Sequence,
Telephone, Fax, or Bin No.
For example: #CCC
Will display the literal character "#" followed by up to 3 characters, limited to upper-case
letters, numbers or punctuation marks (except space). For example, this format will display
the Item number ABC as "#ABC".
CC-C
Will display 2 characters, limited to upper-case letters, numbers or punctuation marks
(except space), followed by the literal character "-", followed by 1 character, limited to upper-
case letters, numbers or punctuation marks (except space). For example, this format will
display the Item number ABC as "AB-C".
CCC/###
(except space), followed by the literal character "/", followed by 3 digits from 0 to 9. For
example, this format will display the Item number ABC123 as "ABC/123".
CC-##-CC.#
(except space), followed by the literal character "-", followed by 2 digits from 0 to 9, followed
by the literal character "-", followed by 2 characters, limited to upper-case letters, numbers or
punctuation marks (except space), followed by the literal character ".", followed by 1 digit
from 0 to 9. For example, this format will display the Item number AB12CD34 as "AB-12-
CD.3".
Care should be taken if you use literal characters for items, serial or lot numbers and you are
using an accounting system integration. MISys does not pass the literal characters through
in any of the accounting integration functions. It’s recommended that you only using literals
for items, serial and lot numbers if the accounting system software also supports and uses
the same mask, otherwise you may have unexpected results when matching the item
numbers, serial numbers or lot numbers.

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Mask Mode
You use Mask Mode to enter special control characters that specify how you entries in the
Item No., Reference, Pick Sequence, Telephone, Fax, Bin, Serial, or Lot No. fields are
displayed.
For example: CCC
Allows the entry of up to 3 characters, limited to upper-case letters, numbers or punctuation
marks (except space). For example, this format will display the Item number ABCDEF as
"ABC".
CCCCCC
Allows the entry of up to 6 characters, limited to upper-case letters, numbers or punctuation
marks (except space). For example, this format will display the Item number ABCDEF as
"ABCDEF".
###
Allows the entry of up to 3 numbers, limited to the digits from 0 to 9. For example, this
format will display the Item number 123456 as "123".
######
Allows the entry of up to 6 numbers, limited to the digits from 0 to 9. For example, this
format will display the Item number 123456 as "123456".
CCC###
Allows the entry of up to 6 characters, the first 3 of which are limited to upper-case letters,
numbers or punctuation marks (except space), and the second 3 are limited to the digits from
0 to 9. For example, this format will display the Item number ABC123456 as "ABC123".

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###CCC
Allows the entry of up to 6 characters, the first 3 of which are limited to the digits from 0 to
9, and the second 3 are limited to upper-case letters, numbers or punctuation marks (except
space). For example, this format will display the Item number 123ABCDEF "123ABC".
Test
Click the Test button to display a sample using the formatting you have specified.
Decimal Precision
Quantities
Select 0 to 6 as the number of decimal places you wish to display for all stock quantities.
Unit Costs
Select 0 to 6 as the number of decimal places you wish to display for all unit costs.
Extended Costs
Select 0 to 6 as the number of decimal places you wish to display for all extended cost.
Display
Controls the number of records displayed per page and the colors used to display certain
graphic elements.

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Preferences
The MISys Manufacturing desktop has the ability to display operational characteristics
which comprise a trade-off between convenience and performance over a network.
Specify: Records per Page
The number of records displayed at one time on the MISys Manufacturing desktop. If you
use a high resolution display, or a vertically-oriented display, you may wish to increase this
number beyond the default value of 25 so you can see many more records at one time.
Clicking the Next/Previous/First/Last buttons will cause a new page to load on the desktop.
The higher the number of Records per Page, the longer the desktop will take to load. The
Records per Page value applies to the currently logged in user for this specific company
database on any client PC that this user logs in from.
Colors
MISys Manufacturing uses colors to identify certain graphic elements representing
manufacturing data. Click to select an element then use the color picker to select the color

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you want. The settings for colors apply to any user logging into to any company on the
specific PC where the colors are specified.
Accounting
Selects the accounting system with which you wish to integrate, various accounting system-
specific options, and the folder where the manufacturing sub ledger will be saved.
Control Accounts
Specifies the General ledger accounts you wish to use to control your manufacturing
operations. The Control Accounts tab allows you to map the General Ledger account
numbers or names with the 18 control accounts used by MISys Manufacturing as the Default
Account Set. These control accounts are to track the accounting implications of the stock
transfer, physical inventory, purchasing, and cost adjustment transactions it processes.
For each Control Account, enter the General Ledger account you wish to associate with the
control. Click the Finder button to select a valid account from the MISys Manufacturing
Chart of Accounts.

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These account controls function as follows:
Inventory Asset
Used to record changes in the asset value of the manufacturing stockroom inventory, debited
during a receipt, and credited during dispense.
WIP Asset
Used to record changes in the asset value of the manufacturing WIP inventory, debited
during a transfer to WIP, and credited during a transfer from WIP.
PO Liability
Used to record the value of material received on PO but not invoiced, credited during a PO
receipt, and debited during a PO invoice.
Supplier Liability
Used to record the value of material received without a PO, credited during a Supplier (non-
PO) receipt, and debited during a return.
Resource Liability
Used to record changes in the value of resource (non-asset) items, credited when resources
are dispensed (e.g. labor charged), and debited when they are returned.
Assembly Variance
Used to accumulate difference between cost of finished good and the sum of the raw
materials during assembly/disassembly process (required when burden rate not equal to
1.000000).
Cost Adjustment Variance
Used to accumulate write-up/write-down during cost adjustments.

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Physical Inventory Variance
Used to accumulate write-up/write-down during physical inventory adjustments.
Purchase Price Variance
Used to accumulate the difference between the Standard cost and actual price paid at PO
Close.
Scrap Adjustment
Used to accumulate write-up/write-down of stock (scrap).
Assembly Control Raw Material
Used to record value of stock consumed during the assembly process, debited during
assembly, and credited during disassembly.
Assembly Control Resource
Used to record value of resource (non-asset) items consumed during assembly process,
debited during assembly, and credited during disassembly.
Assembly Control Finished Good
Used to record value of stock produced during assembly process, credited during assembly,
debited during disassembly.
Dispense/Return Control
Used to record value of stock dispensed/returned, credited during returns, and debited
during dispenses.

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PO Receipt Control
Used to record the actual value of PO detail ‘Inventory’ type items received/returned on PO
once it is invoiced or purged. This account is should be credited during entry of the Accounts
Payable Invoice and debited during Accounts Payable Credit Note.
Resource Transfer Control
Used to record value of resources dispensed/returned, credited during returns, and debited
during dispenses (use for labor, etc.).
Sales Transfer Control
Used to record value of stock transferred from/to Sales Inventory, credited during transfers
from Sales Inventory, and debited during transfers to Sales Inventory.
Misc. Items Receipt Control
Used to record the actual value of PO detail ‘Misc. Item’ type items received/returned on PO
once it is invoiced or purged. This account is should be credited during entry of the Accounts
Payable Invoice and debited during Accounts Payable Credit Note.
Email
Stores the parameters needed to connect MISys Manufacturing to your email server.

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If these settings are not made correctly, you will not be able send Purchase Orders via email.
Connection Parameters
These settings must be entered in order for MISys Manufacturing to be able to send any
email messages including POs.
SMTP Server
Enter the address of the server your Internet Service Provider (ISP) uses to receive email
messages you wish to send. If you don't know what this is, here are two suggestions:
 If you have an email client such as Microsoft Outlook or Outlook Express running on
your computer, open the Account Setup window and copy this from the Outgoing
Mail Server (SMTP) field.
 Call your Internet Service Provider and ask for the address of their SMTP Server.
Port
The TCP Port used for the SMTP Server. The default port for most SMTP servers is port
25. You may need to consult with your Internet Service Provider or IT expert regarding the
need to change to use a different port.

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Enable SSL
If checked, uses the Secure Sockets Layer over Transport Layer Security to provide
encryption for secure email transmissions. You may need to consult with your Internet
Service Provider or IT expert regarding use of SSL.
If you check 'Enable SSL', you will normally need to also use a different port for the SMTP
Server. The standard port for using SSL is port 465, but your Internet Service Provider or IT
expert may require use of a different port.
Requires Authentication
Check this box if your ISP requires that email messages it accepts from you be
authenticated. Most often, authentication is not required, but if you have trouble sending
email messages successfully, try checking this box.
User ID
Enter the User ID your ISP has assigned to you. If you don't know what this is, here are two
suggestions:
 If you have an email client such as Microsoft Outlook or Outlook Express running on
your computer, open the Account Setup window and copy this from the User ID field.
 Call your Internet Service Provider and ask for your User ID.
Password
Enter the Password your ISP has assigned to you. If you don't know what this is, call your
Internet Service Provider and ask.
Requires Authentication
Check this box if your ISP requires that email messages it accepts from you be
authenticated. Most often, authentication is not required, but if you have trouble sending
email messages successfully, try checking this box.
User ID
Enter the User ID your ISP has assigned to you. If you don't know what this is, here are two
suggestions:
If you have an email client such as Microsoft Outlook or Outlook Express running on your
computer, open the Account Setup window and copy this from the User ID field.
Call your Internet Service Provider and ask for your User ID.

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Password
Enter the Password your ISP has assigned to you. If you don't know what this is, call your
Internet Service Provider and ask.
A number of companies (including Google and Yahoo) offer free email services where you can
archive received email messages forever. We suggest you open an account with one of these
providers and enter your new email address in the Bcc field. This way you will always have a
searchable archive of every Purchase Order you email to your Suppliers.
Send Test Email
After setting the Connection Parameters as instructed above, click the Send Test Email
button. If MISys Manufacturing cannot connect successfully to your ISP's SMTP Server, an
error message will result. Call your Internet Service Provider and ask for assistance.
If the Connection Parameters are set correctly, you will receive a test email message at the
address specified in the From field.
PO Email Settings
These settings are used for all PO emails sent by MISys Manufacturing.
Standard Body Text
This text is used for the body of all PO emails. You can edit this field to include a signature
or other information that you want to be common for all PO emails.
Read Receipt
Check this checkbox if you want PO emails to trigger a read receipt to happen; the from
email address will receive an email indicating that the email recipient has received and read
the email.

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CREATING LOCATIONS
Select Master Files from the left navigation panel.
Next click on locations.

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If you keep all your inventory in one manufacturing stockroom, you will need to create just
one (1) record on the Locations master. If you keep your inventory at several stockroom
locations, you will want to create multiple Location records in the Locations notebook. When
you do, you can move inventory among the Locations you identify in the Locations Master.
Click New to create a new Location record and add it to the MISys database.
Each Location is referenced using a 6-character (max.) using letters and numbers for
Location number.

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Address
The Address tab records the address of the specified Location and other information related
to the use of this stockroom location.
The Alternates Tab shows other locations you have designated as alternates for this location.
Alternate locations allows for stock of an Item at one or more locations to be aggregated with
stock for the same Item at this location when considered as part of an Master Production
Schedule (MPS). Alternate Locations are not used for any type of Stock Transfer, Work
Order or Manufacturing Order transactions.
CREATING NEW ITEMS
The Item notebook allows you to create and maintain the Items that you use or build. Every
Item, no matter how large or small must have an entry in the Item master.
Select Master Files from the left navigation panel. Then click on Items in the drop down of
the Master Files.
To create a new Item record click New from the menu.

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Item Number
A unique identification for this Item, up to 24 characters and formatted as established in the
Options notebook's Format tab.
Once set up, you can change the number of a Item using the Change Item Numbers function
in Housekeeping.
Description
The primary description of the Item (up to 45 characters). The Description field should be
used for an easy-to-read description of the Item. Many manufacturers prefer the form
"generic description, specific description" such as "Wire nut, #22 blue."
Master Tab
The Master tab displays general information about the selected Item, including an extended
description, type, cost, and unit of measure.

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Stock Tab
The Stock tab displays the total quantity in Stock, WIP, Reserve, and On Order for the
selected Item in addition to the stock quantities for each Location.
Stock Movement Tab
The Stock Movement tab shows historical changes in the inventory of the selected Item.
Sales Stock Tab
If the interface to the accounting system's sales inventory is enabled, and the selected Item is
mapped to a corresponding Sales Items, MISys Manufacturing displays the Sales Stock tab
showing pertinent inventory data for the Sales Item.
Suppliers Tab
The Suppliers tab displays the Qualified Suppliers for the selected Item.
Manufacturers Tab
The Manufacturers tab displays the Approved Manufacturers for the selected Item.
Costs Tab
The Costs tab displays information related to the cost of the selected Item.
Alternates Tab
The Alternates tab displays a list of Items that can be considered to be equivalent parts
which may be substituted in case the selected Item is short. This tab also shows a list of
Items for which the specified Item is an alternate.
Activity Tab
The Activity tab displays the status of the three Activity Monitors and information related to
the physical inventory performed on the selected Item.

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Notes Tab
The Notes tab displays a free-form text field in which notes may be recorded for the selected
Item. In addition, the tab records the path to an attached document and an attached picture.
Taxes Tab
The Taxes tab displays the tax sensitivity of the selected Item. From this information the tax
on a Purchase Order is calculated.
History Tab
The History tab displays information related to various transactions that have been
processed for the selected Item since the Master Transaction Log was last purged.
Purchase Orders Tab
The Purchase Orders tab displays all Purchase Orders for the selected Item.
Work Orders Tab
The Work Orders tab displays all Work Orders for the selected Item.
Manufacturing Orders Tab
The Manufacturing Orders tab displays all Manufacturing Orders for the selected Item.
BOM Where Used Tab
The BOM Where Used tab displays all the Bills of Material in which the selected Item is a
component.
WO Where Used Tab
The WO Where Used tab displays all the Work Orders in which the selected Item is included
as a component.

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MO Where Used Tab
The MO Where Used tab displays all the Manufacturing Orders in which the selected Item is
included as a component.
Work Center Where Used
The Work Center Where Used tab displays a list of Work Centers in which the selected Item
is used as a resource.
CREATING NEW LOCATION(S)
Click on Master Files and then Click on Location is the upper left of the screen.
You can have as many locations as want, and if you keep your inventory at several stockroom
locations you can move inventory among the Locations from within the Locations Master.
If you keep all your inventory in one manufacturing stockroom, you will need to create just
one (1) record on the Locations master.

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To create a new Location Click New at the top of the screen and a locations record will open.
A location maybe a separate space in your stockroom, a space you lease, or a separate
manufacturing facility.
Each Location is referenced using a 6-character (max.) Location number.
Enter all the information as completely as possible as this information will be used by MISys
to automatically populate fields in other records and forms.
Address
The Address tab records the address of the specified Location and other information related
to the use of this stockroom location.
Alternates
The Alternates Tab shows other locations you have designated as alternates for this location.
Alternate locations allows for stock of an Item at one or more locations to be aggregated with
stock for the same Item at this location when considered as part of an MPS Schedule.

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Locations are not used for any Stock Transfer, Work Order or Manufacturing Order
transactions.
Items
The Items tab shows you the stock status for all the Items you have at the selected Location.

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Bins
The Bins tab displays a list of the Bins which have been declared for the specified Location.
If you have not enabled the Bin Tracking option in the Company Options notebook, Bins tab
will be suppressed. You can think of Bins as sub-locations that allow you to know the exact
quantity of raw materials and finished goods you have even though they are kept in multiple
containers.
Bin History
The Bin History tab displays the transactions which have been processed for any Bin at the
specified Location.
If you have not enabled the Bin Tracking option in the Company Options notebook, Bin
History tab will be suppressed.
When finished setting up your location Click Save and close the window. Repeat these steps
as needed.

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CREATING A NEW SUPPLIER FROM SCRATCH
The only Suppliers you need in MISys are those you intend to issue POs to.
Click on Master Files and then Click on Suppliers in the upper left of the screen.
Click New to create a new Supplier record in the MISys Manufacturing database.
A new Supplier record window will pop up.

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Supplier No.
Each Supplier is referenced using a 12-character (max.) Supplier number. You have the
choice to enter numbers or letters here. For example, you can use FEDEX or DHL without
having to use a number at all.
Address
The Supplier Address fields are the address where you send the purchase orders you issue to
this Supplier as well as the name and telephone numbers of your contact there. Fill in as
much as the contact information as possible.
Terms & Reference Fields
These are internal text fields that can be carried over but MISys does not use this field to
calculate anything.
Status Drop Down
Status is either Active or Inactive and Inactive Suppliers cannot be used until the status is
changed to Active.

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Currency
Select the correct currency for this supplier if you are using multicurrency settings.
The Contact Information Fields
These fields are present so you can look up information from the supplier. They are not used
to send the PO.
Notes Tab
Supplier. In addition, the tab records the path to an attached document and an attached
picture if needed.
Items Tab
A particular Supplier may provide one or more Items to your firm. The Items tab provides an
easy way to maintain and view the Items provided by any Supplier.

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Taxes Tab
If you have enabled the PO Tax Support option, a Taxes tab appears to show the taxes this
Supplier is authorized to collect.
Delivery Tab
Standards related to the material and PO delivery methods desired by this Supplier are
displayed on the Delivery tab.

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If you want to send the PO through email, a printed copy, or both make sure you select the
correct option on the PO Delivery Drop dropdown. The PO Recipient’s Email field should be
filled in if you to send a PO via email.
Purchase Orders Tab
On the Purchase Orders tab you can see all the Purchase Orders you have issued to this
Supplier.

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Click on Save and you can close this Supplier record window. Repeat this step as many times
as you need.

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CREATING A NEW SUPPLIER BY IMPORT OF THE
ACCOUNTING SYSTEM
If you have an accounting associated with MISys you can import any Suppliers you wish into
MISys. Remember you only need to bring in Suppliers that you wish to send POs too.
Accounting systems will usually call these companies Venders, but MISys uses Suppliers as
its focus is on the manufacturing side.
Click on Master Files and then Click on Suppliers in the upper left of the screen.
At the top of the screen Click on File, and then Import to get to the multiple choices.
You can use the Wizard to bring in multiple types of records, you could click on Suppliers if
you had this info saved in a file format, such as an Excel sheet. You can investigate this
options later if you wish. I am going to be choosing Suppliers from Sage US.

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After Clicking Supplier(s) from Sage 50 you will see the system processing and a window
pops up.
You can Click Select All to bring them all over to MISys or select each Vender/Supplier
record individually. When finished Click on Import.
This process will bring over approximately 85-90% of the record accurately so you will want
to go in and check the records for accuracy and/or any missing information after importing.
The system will pop up a warning if it detects any special characters and give a suggestion to
improve accuracy of the import.
Click ok if you get the message above and another callout will appear telling what the import
did.

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In this case 7 suppliers were created and three were updated with additional information.
Click ok.
You should now have your suppliers records displayed and begin the process of checking the
accuracy of the information.

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CREATING ITEMS FROM SCRATCH
Every Item, no matter how large or small must have an entry in the Item master. Click on
Master Files and then Click on Items in the upper left of the screen.
Click New.
A new item record window will pop up.

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Item Number
A unique identification for this Item can be up to 24 alphanumeric characters.
Once saved and set up, you can change the Item number field by using the Change Item
Numbers function in Housekeeping.
Description
The primary description of the Item (up to 45 characters). The Description field should be
used for an easy-to-read description of the Item.
Master Tab
The Master tab displays general information about the selected Item, including an extended
description, type, cost, and unit of measure.
Extended description can be used but by default it does not print on any reports.
Sales Item No. should be connected to the Sales item number if this item is saleable.
Once you save Unit cost data it is no longer editable inside the item record itself and must be
changed through a cost adjustment.

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Stock Tab
The Stock tab displays the total quantity in Stock, WIP, Reserve, and On Order for the
selected Item in addition to the stock quantities for each Location. The picture below displays
how this item will look being utilized with multiple locations.
Stock Movement Tab
The Stock Movement tab shows historical changes in the inventory of the selected Item.

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Sales Stock Tab
If the interface to the accounting system's sales inventory is enabled, and the selected Item is
mapped to a corresponding Sales Items, MISys Manufacturing displays the Sales Stock tab
showing pertinent inventory data for the Sales Item. Just setting your item up this should be
blank like the picture below.

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Suppliers Tab
The Suppliers tab displays the Qualified Suppliers for the selected Item.
To setup Qualified Suppliers for this item Click Add New Line.

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Click the Finder Icon to select the Supplier. Select the preferred Supplier if you have more
than one.
Click on the slider and move it to complete all the information possible, such as Supplier
Product Code and more. Click Save when finished.

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Any Price Breaks Click Add A Line below and enter all necessary information. Click Save
when finished.
Manufacturers Tab
The Manufacturers tab displays the Approved Manufacturers for the selected Item. Follow
the steps outlined above if you need to setup a qualified and preferred supplier.
Costs Tab
The Costs tab displays historical information related to the cost of the selected Item.

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Alternates Tab
The Alternates tab displays a list of Items that can be considered to be equivalent parts
which may be substituted in case the selected Item is short. This tab also shows a list of
Items for which the specified Item is an alternate.

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If you want to add an alternate to this item Click Add New Line.
Select the Finder Icon and choose the item alternate then Click select.
When finished adding alternates Click Save.

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Activity Tab
The Activity tab displays the status of the three Activity Monitors and historical information
related to the physical inventory performed on the selected Item.
Notes Tab
Item. In addition, the tab records the path to an attached document and an attached picture.

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Taxes Tab
The Taxes tab displays the tax sensitivity of the selected Item. From this information the tax
on a Purchase Order is calculated. The tab may not be displayed if Tax is not enabled.
History Tab
The History tab displays information related to various transactions that have been
processed for the selected Item since the Master Transaction Log was last purged.

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Purchase Orders Tab
The Purchase Orders tab displays all Purchase Orders for the selected Item.

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Work Orders Tab
The Work Orders tab displays all Work Orders for the selected Item.
Manufacturing Orders Tab
The Manufacturing Orders tab displays all the Manufacturing Orders for the selected Item
regardless of their current status. This tab provides useful information when you want a
quick way to view the Work Orders for any Item rather than printing a lengthy report.

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BOM Where Used Tab
The BOM Where Used tab displays all the Bills of Material in which the selected Item is a
component. This screen is valuable whenever you are trying to determine where a particular
Item is used.

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WO Where Used Tab
The WO Where Used tab displays all the Work Orders in which the selected Item is included
as a component.

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MO Where Used Tab
The MO Where Used tab displays all the Manufacturing Orders in which the selected Item is
included as a component.

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Work Center Where Used
The Work Center Where Used tab displays a list of Work Centers in which the selected Item
is used as a resource.

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When the Serial/Lot Tracking option is enabled in the Company Options notebook, the Item
Master notebook acquires additional capabilities. See SLT Item Master - SL Numbers Tab.
Ensure you Click Save before exiting the Item Record.
CREATING ITEMS FROM IMPORT
Every Item, no matter how large or small must have an entry in the Item master. Click on
Master Files and then Click on Items in the upper left of the screen.
There are a few different ways that items can be imported in MISys. I am using the
associated accounting program Sage 50 US to do this import.
Click on File, Select Import, then Click on Item(s) from Sage 50.

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You will see the system processing and then a new window open up.
Select one or all items, check any you wish to import as an Assembly that aren’t checked.
Click on the Finder button to choose an item to use as a template.
When you are finished selecting items and all your setting are correct Click Import Selected.
Then Click Done.
Click OK to any confirmations for the Import.
You should now see your items listed.

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CREATING A BILL OF MATERIAL FROM SCRATCH
Creating Bills of Material tell MISys Manufacturing how to build and assemble a specific
Item. When you create a bill of material or BOM, you identify all the materials that are
required to build it, how many of each are required, and when they are needed in the process.
Let’s begin creating your BOM.
Click on Master Files and then Click on Bill Of Material in the upper left of the screen.
Click New.
A new BOM record will pop up.

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If there are any items defined as assembly’s that do not have a BOM yet you can Click on the
Finder Icon to get locate them.
Creating a BOM is not just about assembly, because disassembly can be important for your
business too. MISys Manufacturing allows you to create an Assembly for an Item that you do
not build but receive whole. This allows you to have MISys track an Assembly that you want
to disassemble in your manufacturing operation. For example, taking a large semiconductor
wafer and breaking it down into smaller wafers.
When creating a Bill of Materials, MISys Manufacturing expects you to specify an Item that
already exists in the Item Master. However, if you enter an Item number that is not found in
the Item Master, MISys Manufacturing gives you an opportunity to create the Item on the
fly.
Note that if you create a BOM, each BOM can be referenced or named using up to 24-
characters.
In this example I will be clicking on the finder icon and locating an item.

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Once I have the assembly I want I’ll Click on the line and highlight it. Then I Click Select
Notice the assembly item is listed and the Revision No field is ready to be edited.

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I’m going to choose Revision number 0 and click tab to move out of that field. Click Save.
NEWREV is not a valid Revision name. You must replace this entry with some other non-
blank entry.
If the BOM Revisions option has been enabled in the Company Options notebook, Revision
No. field may be used to create multiple versions of the same Bill of Material. Click the New
button to the right of the Revision No field to create a new Revision. The program will ask if
you wish to copy from the old revision first.
The description is carried over from the item and the reorder quantity is automatically
brought over as well. The fields that MISys is tracking as part of other process are grayed
out and uneditable.
Let’s go over the fields and options in this BOM record. We are currently in the Header Tab.
Header Tab
The Header tab records general information about the Bill of Materials, including the cost
breakdown of the components of the BOM.
Allocated
The quantity of the Parent Item allocated to WIP during a Allocate Assembly stock transfer.

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Reserve
The quantity of the Parent Item reserved during a Reserve Assembly stock transfer.
Maximum Lead
The longest Assembly Lead time for all the BOM components.
Last Maintained
The date and time this Bill of Materials was last modified.
Auto-build
This control specifies how the Auto-build function will be invoked in case of a shortage of the
parent Item. This should be set to Never unless you fully understand the operation of Auto-
build and are convinced that it is appropriate for your type of manufacturing.
Build Quantity
The quantity of the parent Item built by this Bill of Material. This field defaults to 1 but may
be modified as necessary. For example, a BOM (recipe) for making cookies will generally
have a Build Quantity of 12 or more.
Assembly Lead
The number of days required to complete the assembly of the parent Item. This value may
not be less than the Maximum Lead time, but may be lengthened if the assembly process
requires more time than the Maximum Lead indicates (e.g. allowing paint to dry, adhesive to
set).
If the Bill of Material has one or more routing details, the Assembly Lead time is ignored.
Units Per Lead
The number of units that can be produced in the number of days entered in the Assembly
Lead field. If you enter zero (0), MISys Manufacturing assumes your capacity to produce this
Item is infinite.
If the Bill of Material has one or more routing details, the Units Per Lead is ignored.

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Cost Rollup Enabled
Normally this checkbox should be checked, enabling the Cost Rollup feature which will
calculate the cost of the parent Item based on the cost of all its components. Clear this
checkbox only if you wish to maintain a fixed Standard cost for the parent Item regardless of
the cost of its component parts.
Cost Breakdown
The Cost Breakdown frame provides a detailed analysis of the cost components of the parent
Item and shows how the cost of the Item is derived. If the Standard Cost Method is selected,
the Cost Breakdown is based on item Standard costs. If any other Cost Method is selected,
the Cost Breakdown is based on item Average costs.
Material Cost
The sum of the unit cost of each BOM material detail plus the sum of any material costs
associated with each BOM routing detail.
Labor Cost
The sum of the labor costs associated with each BOM routing detail.
Overhead Cost
The sum of the overhead costs associated with each BOM routing detail.
The Labor and Overhead cost fields will only be displayed if the Rollup BOM Cost check box
is checked in Company Options notebook.
Burden Rate
The factor used to calculate the cost of this Item from the Components Cost.
Assembled Cost
The cost of this Item calculated by multiplying its Component Cost by the Burden Rate.

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Unit Cost
The unit cost of this Item as established in the Item Master.
Cost Variance
The difference between the Assembly Cost and the Unit Cost expressed in the functional
currency.
% Variance
The difference between the Assembly Cost and the Unit Cost expressed as a percent.
Ensure that you Click Save after entering your settings and move to the next tab.
Notes Tab
The Notes tab provides a place to record free-form instructions or notes regarding this Bill of
Material as well as a reference to an attached document.

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Revision Tab
The Revision tab records information related to the creation and utilization of the selected
BOM Revision.
Multiple Revisions always build the same parent Item. They just provide a means of
documenting alternative assembly processes.
From this tab you will be able to schedule revision and specify a From Date and a To Date for
the revision to become active.
ECO No.
If your company has implemented a formal ECO (Engineering Change Order) procedure, this
tab provides a place to record the pertinent information, including an attached ECO number.
This number is used to reference the Engineering Change Order (ECO) authorizing the
Revision change.
ECO Document
The attached document provides a convenient way to record various information related to
this revision; effectively a paperless ECO document. Enter the filename of the document you

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wish to attach to this Revision. This file must be found in the Document Path established in
the Company Options notebook.
If you prefer, you may specify a full path/filename which will override the Document Path
established in the Company Options notebook.
Allow Effective Date Override
Normally, you cannot use a BOM Revision in any type of stock transfer if the current date is
outside the range of the Effective Dates. Check this box if you would prefer to receive a
warning that the current date is outside the Effective Date range and the option to proceed
anyway.
Material Tab
The Material tab records the material components of the parent Item, the quantity required
to make the Build Quantity (on the Header tab), and when the component is required.
To create Material detail, Click the Grid Toolbar's Add New Line button.

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Click on the Item Finder Icon to select the Item. The Click on the Detail Type to select how
this item will be used in this process.

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Detail Type choices are as follows:
Standard - A component Item whose quantity depends on the quantity of the Item being
assembled. The quantity consumed is proportional to the quantity completed.
Comment - A textual entry up to 60 characters in length.
Setup: A component Item whose quantity is independent of the quantity of the Item being
assembled. The quantity is entirely consumed and is not reversible.
The component required quantity will not change as a result of any change to the build
quantity.
Consumed - A component Item whose quantity is independent on the quantity of the Item
being assembled, but not disassembled. The quantity is entirely consumed but is reversible.
The component required quantity will scale according to any changes to the build quantity
until the order is released.
Ensure you scroll across the line to the right and Click on Location of the Item.
Click to enter the Required Quantity and scroll to the right across the line.

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At the end of the line you can Click on Lead Days, comment, or Operation No.
Lead (Days)
The number of days into the production process when this detail is required (0 indicates the
item is required immediately).
If the Bill of Material has one or more routing details, the Lead time is ignored.
Comment
Up to 60 characters of text to associate with this material detail.
Operation No.
The Operation in which the corresponding material detail is used, as established on the
Routing tab. If you’re not using routing you don’t need to put anything here.
Alternates
Clicking the Alternates button opens a window on which Alternate Items can be established
for a selected Material detail line item.

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Explode
Clicking the Explode button opens a window which displays the entire Bill of Material in an
exploded tree view (see Explode).
Edit Bill of Manufacturing
Click the Edit Bill of Manufacturing button to assign material details to their corresponding
Operations (see Edit Bill of Manufacturing).
This button is functional only if you have licensed the Shop Floor Control module and there
are Routing details in this Bill of Material.
Repeat this step to add as many lines as you need. Click Save before clicking to the next Tab.
Routing Tab
The Routing tab records the Work Center Operations that must be performed in order to
build the parent Item.
This tab is displayed only if you have licensed the Shop Floor Control module.

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Work Centers will have to be created before or during this process. To create Routing details,
click the Grid Toolbar's Add New Line button.
Click to name the first operation and begin to scroll across the line filling in details.
Operation

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An ID for the corresponding Operation. Must be unique for this Bill of Material.
Milestone
Check the Milestone checkbox to enforce the listed order of the operations such that no
subsequent operations can be processed ahead of any Milestone operation. The start quantity
of the subsequent operation cannot exceed the completed quantity of this operation.
Work Center No.
The number of the Work Center related to this routing detail. Click the Finder to select from
a list of valid Work Centers.
Work Center Description
The description of the corresponding Work Center.
Work Center Location
The location of the corresponding Work Center.
Efficiency Percent
The efficiency of this Work Center relative to other Work Centers which might be substituted
for it.
Security Group
The ID of the Security Group of users who are allowed to process this Operation. Leaving
this field blank signifies that any user can process the Operation.
Batch Size
The number of Items that can be produced in one production batch. This controls the way the
Batch Setup for the corresponding Work Center is used. For example, if the Batch Size is 100
and 99 Items are being produced, then the Batch Setup (time and expense) is used once. If
101 Items are being produced, then the Batch Setup (time and expense) is used twice.

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By setting the Batch Size equal to zero (0) you indicate that the Batch Setup should be used
once regardless of the production quantity.
Run Time per Unit (Min.)
The number of minutes required to complete one unit for the BOM at this Operation.
Defaults to the Run time established for the Work Center but may be changed on a BOM
basis (some assemblies take longer to run than others).
Batch Setup (Minutes)
The number of minutes required to set up this Operation. Defaults to the Setup time
established for the Work Center but may be changed on a BOM basis (some assemblies take
longer to set up than others).
Batch Queue (Minutes)
The number of minutes required to queue this Operation. Defaults to the Queue time
established for the Work Center but may be changed on a BOM basis (some assemblies take
longer to queue than others).
Batch Wait (Minutes)
The number of minutes required to wait after this Operation. Defaults to the Wait time
established for the Work Center but may be changed on a BOM basis.
Overlap
An indication of whether or not this Operation can begin before the previous Operation is
completed. Check the checkbox if production units may be started in this Operation as soon
as they have been completed in the previous Operation. Clear the checkbox if all production
units must be completed in a previous Operation before this Operation can be started.
The overlap time is calculated to prevent the operation from overrunning the previous
operation when the run time for the previous operation is longer.

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The Bill of Material Overlap checkbox is just provided as a template for setting the
Manufacturing Order Overlap checkbox when the BOM is selected for creating the
Manufacturing Order material. There is no operational action that results from the BOM
Overlap checkbox when the BOM is Assembled directly or via a Work Order.
Tool No.
The number of a Tool you wish to associate with this Operation. Use the Finder to select a
valid Tool number.
Comment
Up to 60 characters of text to associate with this routing detail.
Chart
Click the Chart button to open a window displaying a production chart for the specified Item.

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This charts shows what Work Center Operations are scheduled (and when) for a given
production quantity and start date.
Mouse-over each block in the chart to display the exact date and time.
Display Options
The program allows you to change any of the following parameters who affect the chart
currently being displayed.
Date
Enter the start or end date you wish the chart to display. Defaults to today's date.
Quantity
Enter the quantity of the specified Item you wish to build. Defaults to the Item's Reorder
quantity.
Direction
Select Forward to display production of the Item starting on the specified date.
Select Reverse to display production of the Item ending on the specified date.
Use Optional Shifts
Check this box to include Optional Shifts in the computations associated with this chart. In
general, this will shorten production times.
Overlap Operations
Check this box to overlap Work Center Operations in the computations associated with this
chart. In general, this will shorten production times.

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Recalculate
After changing any of the Display Options, click the Recalculate button to run the
calculations needed to display the production chart.
Key
Each block in the production chart consists of four individual slices, although any of them
(particularly the Run Time) may be sufficiently long as to obscure the others. The slices are
color-coded as shown in the key.
Click the Edit Bill of Manufacturing button to assign material details to their corresponding
Operations.

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When the window pops up, material details and routing details of a Bill of Material or a
Manufacturing Order are not associated with one another and, to indicate such, are
displayed in bold type at the end of the Bill of Manufacturing.
Click to select a material detail, drag it up to its corresponding routing detail and, when it
turns yellow, release the mouse button.
Multi-select is functional here, so you can Ctrl-click to select specific material details, or
Shift-click to select a range of material details to drag.
When the material details are arranged as you wish, click the Done button to close the
window and return to the tab.
Bill of Manufacturing Tab
The co-mingling of Material details and Routing details constitutes a Bill of Manufacturing.
The Bill of Manufacturing tab displays the Material details as they are required for each
manufacturing Operation.
If you do not plan to implement MISys Manufacturing Shop Floor Control you will not be
using the Routing and Bill of Manufacturing tabs.

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Expanding an Operation displays the related BOM materials and Work Center resources.
Click to select a material or resource and related information will be displayed in the form to
the right.

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Production Locations Tab
The Production Locations tab provides a quick view of what is happening at each production
Location.
Since your BOM has not been released in production yet this will be blank.
Work Orders Tab
The Work Orders tab displays a list of the Work Orders which reference the selected Bill of
Material.

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This should be blank since you are just setting this BOM up and it hasn’t entered into
production.
MO Where Used Tab
The MO Where Used tab lists all the Manufacturing Orders that reference a component Item
with the specified Bill of Material.

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This should be blank since you are just setting this BOM up and it hasn’t entered into
production.
When you are finished editing this record Click Save and Click back on the Header Tab.

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You will notice that the Cost Breakdown fields are now populated. You can now close this
window. You have finished creating your first BOM. Repeat these steps as many times as
needed.
PURCHASING
No manufacturing operation can continue to function for long without the close cooperation
of its purchasing department. For this reason, MISys Manufacturing has a selection of
functions that allow you to create, process, and track Purchase Orders. All purchasing
activities are integrated with the inventory functions of MISys Manufacturing.
Click on Purchasing to open the Purchasing panel which reveals the functions that your
Purchasing Department will use. The following desktop will appear:
Clicking on Purchasing in the Purchasing Panel tree displays a suggested Action Map
providing guidance on common tasks associated with the manufacturing purchasing process.
Action Maps are displayed in the form of a live visual flow chart with arrows showing the
usual steps for the Action in the order they are normally done. Each step is represented by
an icon, and each icon has an associated help button where you can click to find out more
information about the step. Clicking on the step icon navigates you to the user interface in
MISys Manufacturing where you can perform that step.

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Some of the steps in the Action Maps are only enabled if you have the associated Option
License installed and you have the necessary permissions as defined by your Security group
membership.
Even if a step is disabled, you can still click on the associated ? icon to find out what that
functionality does in MISys.
The steps requiring creation of a PO (Create New PO, Create POs from MRP) will only be
enabled if you have Purchase Orders - Modify permission as part of your Security Group
membership.
Under Purchasing there are seven general purchasing functions that can be selected.
Purchasing Functions
Under Purchasing there are seven general purchasing functions that can be selected:
Supply Schedule
Displays a chart showing purchasing activity over a selected period of time.
Purchase Orders
Create, open, expedite, receive, and close purchase orders.
Process MRP
Create Purchase Orders based on a previously created Material Requirements Plan (MRP).

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Print/Send Orders
Print or email the purchase orders you have created using one of the standard purchase
order formats, or using a format you have designed yourself using the Crystal Reports report
writer.
Purge Closed Orders
Remove closed orders from the MISys Manufacturing database.
Purchasing Reports
Print any of the standard reports from the Purchasing report group.
Additional Costs
Apply shipping, duty, brokerage and other costs to the Purchase Order to calculate an
accurate landed cost for your materials.
Supply Schedule
Click on Purchasing to open the Purchasing panel then Supply Schedule.
In the Gantt View window, click to select Suppliers View if it is not already selected.

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The Suppliers View shows your Purchase Orders arranged on a time-line of Suppliers. Each
element on the chart illustrates the Order Date and current Due Date of the respective
Purchase Order.

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Use the Zoom function to navigate this schedule. To do this click and hold with the left
mouse button on the date line. Holding that mouse click move to the left or the right to zoom
in and out. This view will allow you to get a global picture of the scheduled transactions and
will always center back on today when zooming the view in and out so you do not have to
worry about getting lost.
You can hover your mouse of the Supplier POs to get more information.
You can also double click on them to drill down into the PO.
These are your POs.

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Purchase Order View
In the Gantt View window, click to select Purchase Orders.
In this view you can see a time-line of Purchase Order detail lines showing when each Item
was ordered and its current due date.

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Just like the last view you can zoom in and zoom out across this timeline. You can also hover
over the POs to get additional detail. In this screen dates can be moved around dates by
dragging the POs forward or back.
If you do adjust the dates by dragging it forward MISys will ask you if this date change was
initiated by the supplier. A dialogue prompt will appear that you will have to say yes or no to
in order for the system to update accordingly.
Items View
In the Gantt View window, click to select Items.

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In this view you can see a time-line of Items showing when each Purchase Order detail line
was ordered and its current due date.
The color coding used for normal POs comes from the defined color for Gantt Purchase
Orders as set in Company Options on the Display tab.
Any item ordered on multiple lines on the same PO will be highlighted with a red-striped fill
indicating Item/PO overlap.
This is normal and will be the case if you have a blanket order defined since the beginning
date for the PO will be the same in all cases. If you hover over the PO you will get additional
information and in this case MISys has listed the Items/PO overlap.

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Dates can be dragged forward and back and the zoom in and out function is very useful.
Hold the mouse pointer over any Gantt chart element and a tool-tip will appear showing the
balance on order.
Test your knowledge.
Try clicking on an item that is showing that there is Item/PO overlap. Drag it forward and
notice what happens to the other Item/PO overlap in the schedule.
When you have done this drag an item with Item/PO overlap backwards and then forwards
again. What happened to the other Item/PO overlaps? Why is this the case?
Remember that if you do move the dates around to Expedite a PO you must save the changes
or the changes will be lost after you leave the screen.
Purchase Orders
Whenever you want to create a new Purchase Order, or work with an existing order, you use
the Purchase Order desktop. Depending on the state of your order, you might have the
opportunity to open an order, expedite it, receive against the order, or close the order. All
these functions are combined on one easy-to-reach window.
Click on New to start a new PO will open. This process will be similar no matter if you are
creating single line, multiple line, or blanket POs.

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Begin by moving across the top at the PO number. If the Auto-increment option is enabled in
the Company Options notebook, the program will suggest the next PO number. You are free
to accept this PO number or enter another PO number of your choice.
If you enter another PO number, be aware that you will be establishing a n ew seed for the
next Purchase Order that you create.
PO buttons and their functions
When you create a new purchase order, its status is Inactive. At this point it has no due
dates assigned to the PO detail lines. If you have a formal purchase order approval
procedure, it may be days or weeks before you are ready to open the order. During this time,
the order can be modified or deleted at will. When you are ready to assign due dates, you use
the Open PO button on the toolbar.
Whether your company mails formal Purchase Orders or send them via email, MISys has a
Print/Send Orders function that process all the orders that have been queued for printing.
Once a Purchase Order has been opened and printed (or emailed) you might assume that
your Supplier will deliver your goods on the date agreed. Shipments will sometimes arrive
early and well as late. Good inventory management practice dictates that you check with the
Supplier periodically to be sure that the current due date will be honored -- and adjusting it

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when necessary. This process is called "expediting" a Purchase Order and MISys
Manufacturing has a special function for managing it.
You can print an optional hard-copy purchase order receipt by clicking the Print Receiver
button.
You can preview/print the current Purchase Order at any time via the Print PO toolbar
button. Print PO immediately displays the standard PO report preview window for this PO
using the default report definition file as specified in Print/Send Purchase Orders. When the
report preview window is closed, you will be asked if this print is considered to be the 'official'
print of the PO. If you answer Yes, the PO's print status will be set to 'Already printed' for
this PO which effects how it is considered when using the full multiple PO Print/Send queue.
The Send PO button allows you to send the PO by email immediately rather than having to
use the Print/Send queue.
When you have received all the material you expect to receive on a Purchase Order, closing
the order prevents further receipts from being posted to the order and triggers a number of
processes which establish the landed cost of the material and create the accounting journal
entries needed to keep your financial statements in balance. Closing a PO will make it
uneditable but will still be viewable for reference or to copy for a future PO.
Closed Purchase Orders remain in the MISys Manufacturing database forever -- or until you
decide to purge them. You may decide to keep several years of Purchase Orders online for
reporting and analysis purposes. Every year thereafter, you may decide to purge the
Purchase Orders you no longer need.
In my example here I have filled in the supplier, the job, and have added an item. Go
through the first tab selecting job, supplier, and item(s). You may get a prompt asking you if
you want to qualify the supplier with this item. This is a business decision that may or may
not be a necessary step for your business and industry.

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If you click yes to this prompt the qualify supplier pop up will appear. Selecting the No
option will allow you purchase the Item without qualifying the Supplier.
The Supplier Product Code is the part number this Supplier uses to identify this Item.
Order Lead is the average number of days it takes to acquire this Item from this Supplier.

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The Base Price is the Item price on which quantity-based discounts are applied.
Default Units of Measure is the reference for how MISys will use the count between the
Purchase Unit and the Stock Unit within this order. The unit of measure you use when
stocking this Item should be already established for how you use this material within in the
Item Master.
Price breaks for selected items from suppliers can be added by adding a new line and
entering the details of the discount.
This information will collected from your Suppliers and is straight forward so we will not be
going through this here. You have two options from here.
Click the Qualify button to add this Supplier as a Qualified Supplier of the specified Item.
This is exactly equivalent to adding the Supplier to the Supply tab of the Item Master.
Click the Cancel button to close the window without qualifying this Supplier.
Getting back to adding the item to this PO we will be looking at Line 1 of the selected item.

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Select the item. Enter the quantity of the item and click on the arrow to scroll across through
the options. Ensure that all information needed is entered that you need and click save.
The window will not close after you save in MISys. After saving the Save button will be
grayed out. Next, Click on the Shipping tab.

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Ensure that the location is correct for where you want your order to be shipped and the
method of shipping. Add in any missing information.
Ship Via
The default shipping method you wish to specify on Purchase Orders issued to this Supplier.
May be changed on an order-by-order basis.
FOB
The default FOB destination you wish to specify on Purchase Orders issued to this Supplier.
May be changed on an order-by-order basis.
Freight
The default freight payment method you wish to specify on Purchase Orders issued to this
Supplier. May be changed on an order-by-order basis.
Next, Click on the Billing tab.

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Ensure that the billing information and A/P account is correct. The information here is
directly drawn from the information saved in the Administration menu under the company
profile. You may edit the address information for this particular Purchase Order. Any
changes you make will have no effect on the address information saved in the specified
Location Master.
Next, Click on Notes.
The Notes tab displays a free-form text field in which up to 200 characters can be entered.
Any text entered here will print out at the end of the PO.
A document can also be attached.
Next, Click on the Taxes tab.

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This tab allows you to calculate the applicable taxes based on the Supplier and Items being
ordered. If you the PO Tax Support option as disabled for your POs, like in my example, the
tax calculation will be zero on the tax total line.
A tax number can still be entered and this will not carry over to another PO is you do enter a
number on the tax total line. This is an area we recommend consulting with your accountant.
Next, Click on the Additional Costs tab.
The Additional Costs tab only appears if you have checked the Calculate Additional Costs
checkbox on the Preferences tab of the Company Options.
When you apply Additional Costs to a Purchase Order, you allow the program to calculate
accurate landed costs for the raw materials you purchase. While this is an optional step, if
your costs to acquire raw materials (customs, duties, brokerage, shipping, etc.) are

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significant to the purchase price of your material, then the extra effort required to maintain
accurate landed costs is definitely worthwhile. Otherwise you risk grossly understating the
cost of your production. Additional Costs are invoiced separately from invoicing the
Purchase Order they are associated with.
Your PO must be Open before you can add lines under Invoice or Prorate. To add a line
expense click here.
Invoice Method
To invoice the Additional Cost(s) click to select an Additional Cost line, then click the Invoice
button.
The Invoicing function is only available (and the Invoice button will only appear) if you have
an Accounting Integration that supports Invoicing in the company options. Since MISys
Manufacturing has no built-in Accounts Payable function, you must process the invoice in
your accounting system.
Proration Method
The Proration Method field displays the proration method selected for this Additional Cost as
established in the Additional Cost Supplier Master. You add these to the Additional Cost
Supplier Master here.

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Status
There are three states for any PO Additional Cost detail:
Not Processed
Meaning that the Additional cost has been added to the PO, but no proration has be done to
distribute the costs among the PO details.
Ready To Process
Meaning that the cost has been prorated fully across the selected PO details, but the actual
distribution of the cost to the specified PO details has not yet been done.
Processed
Meaning that the proration has been completed and the processing has been completed to
update the additional cost field in the specified PO details creating the PO detail Additional
Cost records. These records show the details of the components of the PO detail Additional
Cost resulting from the different PO Additional Cost records.
Next, Click on the Miscellaneous tab.

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You will see the current dollar amounts associated with this PO at this point in time.
Next, Click on the history tab.
The Purchase Order History tab shows the details of any transaction record that happened
on the PO. This is the only record we have of purchasing this item at the moment. This
history will include the open and close of the PO. Any invoicing, receipts, returns, etc., We
are able to drill down into any credits or debits listed here.

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Openingand Closinga PO
Locate the PO you wish to open. The PO I will be working with is on line 20 and you can see
the status is set to Not Ready.
This status tells me that it has not been opened or released into the MPS. Click on edit to
enter into the record.
Click on Open PO and the Open Purchase Order window will pop up.

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Order Date
By entering the Order Date, you automatically set the Initial Due Date for each PO Detail.
The Initial Due Date for all the PO Details will fill in.
The Initial Due Date is calculated by adding the Item Order Lead time (Days) to the Order
date. You can change the due dates at will. If the Initial Due date needs to be changed, click
on the date for the respective Item and change it.
Set All Dates
Clicking the Set All Dates button saves time by setting all the details of the order to the date
you have specified for one. Click to select one Purchase Order detail and set its Due Date,
then click the Set All Dates button.

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Queue
Once the Initial Due dates have been set, you can send the Purchase Order to the print
queue by clicking the Queue button.
Open PO
If you don't print formal purchase orders, you can press the Open PO button to update the
MISys Manufacturing database without placing a copy of this Purchase Order in the print
queue.
The Status of the Purchase Order has now changed to Open. The date on the PO header is
updated accordingly.
Click the Done button to return to the Purchase Order notebook.
In this example I have clicked on Print PO and received the following prompt.
Click on Save.

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Notice the status is now Open and Printed.
Next, Click on Receive the Items.
Next check the line you are receiving from the PO and enter the quantity received.

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Click Received Checked and then Print the Receivers to update the status. The PO Receiver
Report will pop up.
Click Close after printing. Once back on the PO Window Click on Invoice.

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The Invoice PO Window pops up. I will be entering the Invoice number manually.
Check the line you want to invoice and include the quantity. Click Invoice Checked when
done click Close. The Invoice will be sent over to the accounting system.

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When it is time to Close a PO, simply navigate to the PO you wish to close and click the
Close PO button.
The Close PO window pops up.

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When dealing with a multiple line PO like this one you have the choice to close specific lines
by checking them, or Click the Check All button to close the entire PO. When the lines are
checked that that you wish to close Click on the Close Checked button. Click Done and the
lines closed will now be uneditable.
MANUFACTURING ORDERS
Manufacturing Orders expand the production control capabilities of MISys Manufacturing.
There are two primary features of Manufacturing Orders: 1) You can build standard items,
or standard configuration items with variations, and 2) you can estimate the cost and selling
price of manufactured item and analyze the actual cost when the order is completed.
From the Production panel, click to select Manufacturing Orders
Your screen should look similar to the picture above. To create a new Manufacturing Order
(MO), Click the New button. I will go over the buttons and fields below.

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Mfg. Order No.
If the Auto-increment option for Manufacturing Orders is enabled in the Company Options
notebook, MISys Manufacturing will display what it thinks is the next Manufacturing Order
number. You may accept this entry or type over it with any Manufacturing Order number
you wish.
If you enter your own Manufacturing Order number, realize that you will be creating a new
seed for subsequent Manufacturing Order numbers.
Description
Enter a brief description which will help you distinguish this Manufacturing Order from all
others. MISys will allow you to create an MO with just the Mfg. Order No., but if you are
using your MOs for future reference, without a description, you may find they are less
helpful.
On Hold
Checking the On Hold box places this Manufacturing Order on hold, thereby preventing any
transactions from being processed for this Manufacturing Order.

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Priority
Click to select the relative priority for this Manufacturing Order: Low, Normal, High, or
Urgent.
In MISys Manufacturing the Manufacturing Order Priority has no specific functionality
other than allowing you to sequence your production activities based on their importance.
Status
Inactive
Indicates that the specified Manufacturing Order has been created but has not yet been
released. At this stage, the Manufacturing Order can be deleted or modified at will.
Released
Indicates that the Manufacturing Order has been released and production on it has started.
At this stage, the Manufacturing Order cannot be deleted, but it can be modified as required
during the production process.
Closed
Indicates that Production on this Manufacturing Order has been completed and the order
has been closed. Only the Description field may be modified if the order is Closed, but it can
be deleted if necessary.
Print Status
Not Ready
Indicates that the specified Manufacturing Order has been created but has not yet been
released. At this stage, the Manufacturing Order is not ready to be printed.
Ready to Print
Indicates that the specified Manufacturing Order has been released and a copy of the order
has been placed in the Print Queue and is ready for printing.

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Printed
Indicates that the specified Manufacturing Order has been released and a printed.
Recorded
Indicates that the specified Manufacturing Order has been released but that a copy of the
order was not placed in the Print Queue.
Manufacturing Order Toolbar
The Manufacturing Order Actions Toolbar at the top right of the Mfg. Order form provides
access to most of the common functions associated with Manufacturing Orders. Depending
on the installed options in MISys Manufacturing, the current user's specific permissions, the
status of the Manufacturing Order, and which tab on the form is currently visible, the tools
on this toolbar may be hidden or disabled.
If your screen size is small, not all of the Manufacturing Order Toolbar buttons will be
visible. You can either drag the size of the form larger to see more tools, or you can select a
tool that may be hidden by clicking the arrow button at the end of the toolbar which display
any additional tools available.
If you ever forget what a button is don’t worry. You can hover your mouse over the button
and a call out will appear.

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Copy From BOM
Click the Copy From BOM toolbar button to populate the Materials tab from the material
details of an selected Bill of Materials. When you do, a list of BOMs will appear. Select the
BOM Revision you want and click Select. You will be presented with two options:
Overwrite
Overwrite any existing material details with the details from the BOM you have selected.
Append
Append to any existing material details the details from the BOM you have selected.
There is no limit to the number of BOMs whose material details you can append to a
Manufacturing Order.
Release Manufacturing Order
When a Manufacturing Order is first created, its status is Inactive. During this time, the
Manufacturing Order may be modified or deleted at will. When the order is ready to put into
production, it must be released which will change its status from Inactive to Released.

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To release a Manufacturing Order, select an Inactive order then click the Release toolbar
button.
You cannot release a Manufacturing Order which is already open. Only Inactive orders may
be released. Look at the status of an MO to see if it is released yet.
Release requires Manufacturing Orders - Release permission from the security group that
the currently logged in user is a member of.
Create MRP
This function allows users to plan for the purchase of all of the material components that are
required for the order as well as create any necessary Work orders and/or Child
Manufacturing Orders for any assembled components. Clicking this toolbar tool will display
the Manufacturing Order Create MRP Wizard.
You can only Create MRP for a Manufacturing Order that is released.
Use the Manufacturing Order Create MRP function when you want to purchase or build
items on the Manufacturing Order without regard for current inventory stock of those parts.
This function will create an MRP that will purchase or build the entire quantity of needed
items. If you want to take advantage of existing stock, you should create an MRP from an
MPS Schedule.
Create New Sales Order

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Some users utilize a Manufacturing Order, prior to its release, as a way to develop a quote
for a custom production order. They may iteratively add or remove material from the
Manufacturing Order, and change the Shop Floor Control operations used to define the
manufacturing process as part of the definition of the final product with their end customer.
When the quoted Manufacturing Order has been accepted, they may want to create an
official Sales Order for the manufactured product in the integrated Accounting Software.
This enables the order to be inventoried, transferred to sales for shipment and invoiced after
it has been built. The Create New Sales Order toolbar button can be used to create a Sales
order from the Manufacturing Order for this purpose.
In order to use the Create New Sales order function, you must have the Create New Sales
Orders checkbox checked in the Preferences tab of the Company Options.
You can only Create a Sales Order for a Manufacturing Order that is released, has not been
processed (does not have any quantity Reserved, Started or Completed) and has not already
been linked to an existing Sales Order (either manually or via process Sales Orders).
You can only Create a Sales Order for a Manufacturing Order if you have an Accounting
Integration specified that supports this functionality. As of MISys Manufacturing 5.0, this is
only supported for Intuit QuickBooks and Sage 50 US integration.
Start Manufacturing Order
The Start Manufacturing Order moves the appropriate quantity of all material components
from Stock to Reserve or WIP.
Start Manufacturing Order Detail
Moves the appropriate quantity of a selected material component from Stock to Reserve or
WIP.
The Start MO Detail function is useful if you do not have all the required component items
available in stock, allowing you to start assembly in a piecemeal fashion.

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Scrap Detail
The Scrap Detail function allows you to scrap any material that has been spoiled in the
production process.
Complete Manufacturing Order
Dispenses the appropriate quantity of all material components from Stock, Reserve or WIP.
Transfer to Sales
Moves a specified quantity of the assembled Item from MISys Manufacturing Stock to your
accounting system's Finished Goods [Sales Distribution] Inventory.
Close MO
When all the work you expect to do on a Manufacturing Order has been completed, you
should close the Manufacturing Order. This will prevent people from unwittingly performing
more work on the order. This will make the MO uneditable so be absolutely sure you want to
close it.

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Process Shop Operations
If you have the optional Shop Floor Control module and if the Manufacturing Order is
currently released and has one or more Routing details, the Process Shop Operations will be
visible on the toolbar. When Routing details are present, the Process Shop Operations
function replaces the Start, Scrap, and Complete functions that are used when Routing
details are not present.
Explode
Click the Explode toolbar button to open the following window showing an expandable tree
view of the assembled Item and its components.

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The Explode toolbar button is only enabled when you have the Material tab selected during
the MO process.
Click the Edit Bill of Manufacturing toolbar button to open the following window in which
you can edit the Bill of Manufacturing which shows the relationship of material details and
routing details.
In this window you may edit the Bill of Manufacturing and assign the material details to
their corresponding routing details.
For this button to be enabled the following two conditions must be satisfied.
1. The Edit Bill of Manufacturing toolbar button is only visible if you have the optional
Shop Floor Control module license installed and the Manufacturing Order has one or
more Routing details.

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2. The Edit Bill of Manufacturing toolbar button is only enabled you have the Material,
Routing or Bill of Manufacturing tab selected.
Substitute Alternates for Selected Manufacturing Order Detail
Click Substitute Alternate for Selected Manufacturing Detail to use an alternate Item to
satisfy a stock shortage of a specific Manufacturing Order material item. Selecting
alternatives to an item can be done through the window that pops up and the alternatives
selected will be linked as alternatives at the item level.
Creating alternatives for your items in the Master Item records during setup will greatly
speed this process up. This window takes you through the same steps as you would have
done setting up alternatives within the item record.
The Substitute Alternate for Selected Manufacturing Detail toolbar button is only enabled if
you have the Material tab selected.
The yellow in the picture below identifies the items that are at the minimum levels and need
alternatives selected. Notice this MO is viewing the Materials tab for this example.

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Selecting an Item with insufficient stock, for example line 8 for Item No. I01, and then
clicking on the Substitute Alternates for Manufacturing Order Detail toolbar button that will
be lit up will pop open another window.

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The Item Alternates button displays the Item form for the current component item and
selects the Alternates tab where you can edit the list of alternate Items, if necessary. When
the Item form has any changes saved, the Substitute Alternate form list of alternates will be
updated to reflect any changed alternates.
When finished selecting alternatives Clicking on the Substitute button will display a dialog
box indicating what substitutions will be applied and asking the user to confirm or cancel the
substitution. Clicking Ok then causes the selected alternates and quantities to be applied to
the Manufacturing Order. The required quantity for the original component on the
Manufacturing Order is decreased to the quantity used plus the remaining stock quantity so
that it is no longer highlighted as short. Any substitutes with a Quantity to Use greater
than zero are added as new material components to the Manufacturing Order.
Substitutes added have an automatic comment created in the MO for the new material line
indicating that item is a substitution and denoting which original component it is replacing.
Note that the substitutions made only become permanent when you save the Manufacturing
Order.

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Substitute Alternates for All Shortages
The Substitute Alternates for All Shortages function scans the entire list of materials for the
Manufacturing Order and will automatically replace any items with insufficient stock with
available alternates. The alternatives for the items must already be established in the item
records.
The Substitute Alternate for All Shortages toolbar button is only enabled if you have the
Material tab selected.
Clicking the Substitute Alternate for All Shortages toolbar button first displays a dialog box
to confirm that this is what you want to do. If the Manufacturing Order has any Child
Manufacturing Orders, clicking Ok displays a second dialog asking if you want to include
Child Manufacturing Orders when attempting to substitute material. MISys Manufacturing
then scans the Manufacturing Order for any items with insufficient stock to meet the current
need (the order Required Quantity less any already allocated or completed) and inserts
additional Manufacturing Order detail lines for any available stock for any defined
alternates for that component.
If materials are received into the system at that the very moment you are seeking
alternatives for an item MISys will bring up this dialogue when it asks you confirm this is
what you want to do.

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Added substitutes have an automatic comment created for the new material line indicating
that item is a substitution and for which original item it's being substituted.
Note that the substitutions made only become permanent when you save the Manufacturing
Order.
Create Child Manufacturing Order for Selected Manufacturing Order Detail
You can convert a part on the Manufacturing Order Material list to a Child Manufacturing
Order, if needed, by clicking the Create Child Manufacturing Order for Selected
Manufacturing Order Detail toolbar button.
The Create Child Manufacturing Order for Select Manufacturing Order Detail toolbar button
is only enabled if you have the Material tab selected and a detail line selected.
Possible errors messages that you may receive and how to resolve them.
You must have the Company Options Preferences tab setting for the Auto-increment Mfg.
Orders drop down set to other than 'None' or attempting to use Create Child Manufacturing
Order for Selected Manufacturing Order Detail will display an error.
Using the Create Child Manufacturing Order for Selected Manufacturing Order Detail
function will display an error if the selected detail line is not a Finished Good type Item,
already refers to a Child Manufacturing Order, or you have not specified a Start Date for the
Order, a Location No. for the Order, or a Required Quantity for the Order.
Clicking Create Child Manufacturing Order for Selected Manufacturing Order Detail will
bring up a prompt asking you if you really want to do this.
When you click Yes a new Manufacturing Order form for the Child will pop up with the

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Location, Build Item No., and Required Quantity fields pre-filled in from the parent
Manufacturing Order detail line information, and the Order Completion set to the parent
Manufacturing Order's Start Date plus the specified Purchase Lead (days), and the Start
Date computed backwards from the Completion Date.
Saving the Child Manufacturing Order and Releasing it is required to complete to conversion
of the parent Manufacturing Order Detail line to refer to the newly created Child
Manufacturing Order. After setting the details of your order Save the order now and release
it. You should get a dialogue if this went through successfully.

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If you have saved the Child Order but did not release it, an error message is displayed when
the child form is closed and the change to the parent detail will not happen. In such a case,
you can manually open the Child Manufacturing Order created above, Release it, and then
use the Child Order finder in the Parent Manufacturing Order form's material list to link it
later
Click OK and close this window. You should see the original MO order now.
Click Save and then Click the refresh button. Note the revision Number appears when
successful.
If you navigate back to the Production and Manufacturing list you will see it there.
Note that with many MOs it becomes more important to go in to the MO created and give it a
good description that you can easily identify.

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Convert Non-stock Material to Inventory
Non-stock Items on a Manufacturing Order are usually used for one-time-only use parts, or
parts that you don't want to count until the order has been quoted and accepted. The Convert
Non-stock Material to Inventory function can be used to convert any non-stock parts on the
Manufacturing Order material list to inventoried items so they can be Purchased, Stock
checked, considered as part of MPS Schedules, Transferred to Sales, etc. all of which cannot
be done with a non-stock Item.
The Non-stock Items button is only enabled if you have the Material tab selected.
You have to select an item that has no stock and add it to the MO or create a new item on the
lines here.
You will have to add the line and then add the item. Select the item from the list if you’ve
used it before and if it is the first time using the item you will get a prompt to add the item.
This is my first time adding this item and I want to have MISys create a record to make this
a non-stocked item.
Clicking the Convert Non-stock Material to Inventory toolbar button displays a form to
specify the details for the conversion.

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The Non-stock Material grid above shows all the material components on the Manufacturing
Order that are currently non-stocked.

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Going over the fields on this form. Click on the dropdown menu for Action. Action can be set
to:
None - this non-stock material will not be converted
Create New Inventory Item - This is the default choice if no matching Inventory item exists.
Replace with Existing Inventory Item -Replaces the non-stock item with a reference to an
existing inventory item with the same item number. This is the default choice when a
matching inventory item exists.
If MISys recognizes that there is an inventory item that already exists for any non-stock
item (another user may have created an inventory item of the same name after this
Manufacturing Order was created), an additional "Replace with Existing” choice is available.
When this choice is selected, MISys Manufacturing will replace the material detail for the
non-stock item with an identical line with the same quantity required referring to the
existing inventory item.
To convert the listed non-stocked item(s) to inventory items, first set the Acton drop down for
the grid row for that material item to 'Create New Inventory' item. If you do not wish to
convert a 'non-stock' item to inventory, select 'No Action' from the drop down.

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You can use the All No Action or All Create/Replace to quickly apply the desired action to the
entire list of non-stock material.
The Use Template Item No. checkbox and associated field allows you to specify an existing
Item in MISys Manufacturing to use as a template for the newly created inventory item.
When the new inventory item is created, it will use the template item values for Item Type
(e.g. raw material, Assembled, etc.), Stocking Unit of Measure, Serial/Lot Tracking type,
default Order Lead, default Minimum and Maximum, Reorder levels, and Reorder Quantity.
Click the Convert button when you are ready to convert any non-stock material lines with
action Create New Inventory or Replace with Existing to inventory items. If a new inventory
item is created, the initial cost will be set to the cost of the original non-stock item. The new
item description and item type are set to the corresponding field values from the Non-stock
Material grid unless a template item was specified.
Ensure that you scroll all the way to the right and set the cost for the item.
Select All Create/Replace and Click on Convert. A dialogue will appear asking if your sure
you want to do the following action(s).

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Click Yes when sure the information is correct. Click the Close button when you have
finished converting all desired Non-stock material to Inventory Items. This will close the
form and the Manufacturing Order form that this form was launched from will reflect the
changes to the material items. If successful your screen should look similar to mine below.

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Material Status Report
Click the Material Status button to print a report for the specified Manufacturing Order,
showing the status of each Operation as the Manufacturing Order moves through the
production process.
This button is enabled if the following conditions are satisfied.
1. The Material Status Report toolbar button is only visible if you have the Shop Floor
Control option installed.
2. The Material Status Report toolbar button is only enabled if the Manufacturing
Order has Shop Floor Routing and the Routing tab is selected.
Routing Chart
Click the Routing Chart button to open a window displaying a Gantt chart for the specified
Manufacturing Order.

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This Gannet chart shows where in production the selected Manufacturing Order is scheduled
to be, based on the current Routing details, the order quantity, and the MO Start Date.
1. The Routing Chart toolbar button is only visible if you have the Shop Floor Control
option installed.
2. The Routing Chart toolbar button is only enabled if the Manufacturing Order has
Shop Floor Routing and the Routing tab is selected.
Shop Traveler Report
Click the Shop Traveler Report toolbar button to print a traveler for the specified
Manufacturing Order. The traveler can be used as a guide for advancing the Manufacturing
Order through the production process and as a means for recording time spent on each
Operation.

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1. The Shop Traveler Report toolbar button is only visible if you have the Shop Floor
Control option installed.
2. The Shop Traveler Report toolbar button is only enabled if the Manufacturing Order
has Shop Floor Routing and the Routing tab is selected.
Edit Custom Fields
If any custom fields have been defined for Manufacturing Orders, their Material details, or
their Routing details, and you have administrative permissions you can click the Edit
Custom Fields button to add, delete or change the custom field usage for these tables. The
custom fields that can be edited depend on which tab you have selected. If you have the
Material tab selected, clicking this button displays the Custom Field Manager form for
Manufacturing Order details. If you have the Routing tab selected, clicking this button will
display the Custom Field Manager form for Manufacturing Order Routing details.
You may not have this button on your MO Toolbar initially. If you would like to add it follow
the dropdown path in the picture below.

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Print
The Print function displays the Manufacturing Order report(s).
ManufacturingOrder from Start to Finish.
From the Production panel, click to select Manufacturing Orders
Your screen should look similar to the picture above. To create a new Manufacturing Order
(MO), click the New button. I will go over the buttons and fields below.

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Mfg. Order No.
If the Auto-increment option for Manufacturing Orders is enabled in the Company Options
notebook, MISys Manufacturing will display what it thinks is the next Manufacturing Order
number. You may accept this entry or type over it with any Manufacturing Order number
you wish.
If you enter your own Manufacturing Order number, realize that you will be creating a new
seed for subsequent Manufacturing Order numbers.
Description
Enter a brief description which will help you distinguish this Manufacturing Order from all
others. MISys will allow you to create an MO with just the Mfg. Order No., but if you are
using your MOs for future reference, without a description, you may find they are less
helpful. I will be calling this Manufacturing Order, MO Start to finish.
I’ve chosen the I63 to build. The priority I’ve set to high. The location will be main warehouse
so it will be Loc1. The amount ordered will be 100 and the completion date is set.

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Next I am going to click Save and move to the notes tab.
I included a note that will print out at the bottom of the invoice and a document. I will save
and move to the material tab.

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I have picked my materials and I have to scroll to the right to add additional information
such as quantity.
Going to the end of the scroll I stop to look at the current stock levels and note the quantity
of these items on order.

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I click Save and move to routing. I don’t have routing setup because I am not using work
centers so I click to the Bill of Materials tab.
I have exploded the view so I can see the items listed. Everything looks good so I will click on
the Costs tab.

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As I get to the tab a dialogue appears asking me if I want to roll up the cost for this order. I
am going to choose yes because I want an accurate estimate.
Now that I have costs associated I want to change the markup to 1.6. I click in that Markup
field and type 1.6. I click the Tab button on my keyboard to tab out of the field and the
numbers adjust from the new markup price.

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I click Save and then click across the other tabs on the top. I won’t show this here as they are
blank with no history.
Now that the MO is created I am going to Click on Release manufacturing Order.

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I get my confirmation that the MO is released. I Click OK and I now have a few choices
dealing with how I want to complete this order.
I can create an MRP from this MO.
Create a New Sales Order from this MO.
I can Start the MO.
For this example I will be starting the MO. Click on the Start Mfg Order button.

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The following Window pops up.
The transaction date is set to when I begin. The quantity I will fill in with the full order of
100 and I have auto build on so I will leave that to the As Specified setting. I will leave a
comment in the comment field and then I will click the Transfer button to move the stock to
Work In Progress or WIP.

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Click Transfer when all the information is correct.

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A dialogue pops up confirming the transfer. Click OK and my settings call for a Pick List to
be generated so another dialogue pops up.
I click yes and the Pick List is printed.

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Looking back at my MO I can see that all 100 pieces of stock have been allocated.
I close this window as I am finished transferring stock here and click on the header tab of the
MO.

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Note all of the data is here. The status and dates are listed and I can see the next step is to
complete the order.
Click on Complete Order and fill in 100 for your total.

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Leave a comment if you wish and when ready Click Assemble to transfer the stock from
Allocated to Complete.

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You should get a confirmation by a dialogue and in the background you can see that the
stock has been transferred. Click OK. My setting call for a Pick List to be generated.
I click Yes to print this.

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After inspecting the document I Click Close. I navigate back to the header tab of my MO.
I can see the stock has moved and the dates are set. The only thing left to do now is to
transfer the goods to Sales. Click on the Close Mfg Order button.

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I can leave a comment again but that is the final thing I can do on this window. Once the MO
is Closed it is uneditable so be sure you’re ready to close it. When you are Click Close Order.

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A dialogue pops up saying completed successfully. Click OK. My system asks me if I want to
print a Pick List and I say Yes.
The MO is complete.

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SETTING UP THE BASICS OF THE MRP/MPS
To use MRP the Master Production Calendar must be setup.
Click on Administration and then Click on Production Calendar.
Select the days worked and add or delete holidays. You will see at the top right how many
work days are available with the current work days.
The assembly lead time of an item will use the data in this calendar to schedule production
time. You can see the Assembly Lead time is 3 in the example below.

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The Assembly Lead time is set in days unless you
have the Shop Floor Operations Module then you will
use minutes. If you have the ability within those 3 day
of Lead time you can build as many as you want leave
the Unites Per Lead Field at 0. If there is a set
amount that can be built in that 3 day window put
that number here. Example, if you can only build 15 in
3 days. Left at zero the quantity is set to unlimited.
Lead time to receive the items from the supplier is
also needed to have the MRP/MPS work. To add this
information or edit what is there.
Click on Master Files then Items and select the record
you wish to look at.
Click on the Stock tab and ensure Order Lead Days is
accurate. This number should be set by the longest or most conservative of your Supplier’s
shipping dates.
Maximum, Min, Reorder Level, and Reorder Quantity defaults should be set to use the
advanced features of the MRP/MPS system. The MPS will be using the stock levels and the
production time to initiate an order.

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You will need to do this for all your items here and the quantities can be set by scrolling to
the right and editing the numbers in the grid.
The numbers set in the grid will be the number that the MRP and MPS refer to as this item
enters into production.
Next Click on the Supplier tab if you have any assembly items that you sometimes build and
sometimes buy you can have that show up on the purchasing side as long as you have a
qualified supplier. Adding the qualified supplier will allow you to buy an item with that
supplier in the BUY ALL function or creating POs in the MRP.
If you do not have a qualified supplier for an item and you use BUY All, then that item will
not be added to the automatically generated POs.
Qualifying Suppliers and Items are very important if you want to use the full purchasing
side of MRP and get the full functionality of the system. Remember you can have as many
qualified suppliers as you like but only one can be preferred for an item.

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The Sale Item number is needed for MISys to read demand for the item. If left blank MISys
assumes that this is something we just buy and use.
If you do not sell the item you do not need to have MISys calculating the demand for it.
Demand in MISys is Sales Orders, Released POs, and Forecasts
Supply in MISys is Open POs, Inventory, Released Production Orders, and assembled items
produced.
DistinguishingbetweenCurrent& Scheduled Activities in MISys
What is current activity in MISys?
1. Open POs
2. Released MOs and WOs
3. Sales Orders
4. Current Inventory Levels

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What are the scheduled activities?
Scheduled activities are the events that MISys suggested to resolve your shortages by taking
into account your current activities.
Scheduled activities are simulations and not real unless you process them from the MRP to
make them open orders. At that point they become current activity.
Current activity + Scheduled activities = Planned activities

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MATERIALS RESOURCE PLANNING (MRP)
MISys Manufacturing provides several tools for assisting in the planning process to identify
current and future stock shortages, simulating potential transactions, and generating the
resulting needed Purchase and Production Orders. The simulation capabilities allow you to
identify stock shortages and see the precise effect of various stock transfers without actually
affecting the stock or creating any accounting journal entries. The planning capabilities
depend on which optional modules are installed.
Click on Planning and Planning in the section pane.
You can do MRP if you do not have the MRP module, but you cannot utilize this function
fully without the MRP module. No matter how you generate an MRP you will process them
exactly the same. The actions taken during the MRP process do not affect the inventory table
as this is a “What If” scenario.

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Create MRP using Stock Check& Autobuild
We will be go through all of the functions and fields before finally creating the MRP. This
manual is set up so that if you are working alone you can skip ahead or refer back to any
piece of this process in this guide.
Click on Master Files and then Bill of Materials.
I am going to build I57 using Stock Check with and without Autobuild so that you will see
the difference. Click and Open I57.

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Click on the materials tab.
Click on Explode.

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This is an icon view of what is built into the I57 across multiple levels. I42 is one item that is
in this assembly. Item I42 has a current Autobuild setting of Never currently which you can
see by opening that open to confirm.
That setting does not mean we cannot use Autobuild as we can use an override function.

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Let’s click back on Planning.
Let’s look at the Planning Action Maps and what they do.
Clicking on Planning in the Planning Panel tree displays a set of four suggested Action Maps
scenarios providing guidance on common tasks associated with the manufacturing planning
process. Action Maps are displayed in the form of a live visual flow chart with arrows
showing the usual steps for the Action in the order they are normally done. Each step is
represented by an icon, and each icon has an associated help button where you can click to
find out more information about the step. Clicking on the step icon navigates you to the user
interface in MISys Manufacturing where you can perform that step. We will go over each of
the steps below. If you are unsure what a does simply click on the ? icon and it will pop up a
help description of that function.
Some of the steps in the Action Maps are only enabled if you have the associated module and
if you have the necessary permissions as defined by your Security group membership.

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Shortages Today
Clicking on the Shortages Today tab of the Planning Action Map displays the steps for a
common scenario where you wish to check the current stock levels of inventory against the
desired level and then show a report listing all inventory items that have insufficient
quantities in stock.
The Create POs from MRP step will only be enabled if the optional Advanced Purchasing
module. You can still create a Buyer's Advice report without this module license.
What If Today
Future Shortages

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The Future Shortages tab is only enabled if the optional Material Requirements Planning
license is installed
Future What If
The Future What If tab is only enabled if the optional Material Requirements Planning
license is installed.

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Stock Status
The Status function provides an easy way to view the before and after effect of any direct or
batch stock check you have performed.
If you have not done a direct or batch stock check then this screen will be blank. If you have
you may the result of the Stock Check can be displayed on the screen by clicking the Display
button.

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The window shows the initial quantity, net change as a result of all the Stock Check
transfers you made, and the final quantity for each Item. The following status descriptions
are displayed:
Under
Quantity available is under the Minimum (highlighted in red).
Reorder
Quantity available is under the Reorder point (highlighted in yellow).
Over
Quantity available is over the Maximum (highlighted in green).
Items identified as "Under" and highlighted in red should be of particular concern since it
appears that there may be insufficient stock to complete the indicated transfers.
Unless you disable the Allow Negative Stock option in the Company Options notebook,
MISys Manufacturing never prevents you from making stock transfers that run your

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inventory negative. However, functions such as Check Stock give you plenty of opportunities
to anticipate impending shortages and change your plans accordingly.
Create MRP
Click the Create MRP button to create a Material Requirements Plan based on this Stock
Check. You can use the resulting MRP to create Purchase Orders, Work Orders, and
Manufacturing Orders needed to resolve the indicated shortages.
The MRP you create using this function is not a true MRP because it has no dimension of
time. The orders you create will be for material you need immediately.
Print
Click the Print... button to print a report detailing the result of this Stock Check.
Detail
You can see more detail for any selected Item by clicking on the Drill-down button adjacent
to any Item displayed (see Display Stock Status Details).
Close
Click Close to close the window.
Buyer's Advice
Displays a report listing needed inventory items with current insufficient stock. The items
and quantities listed depend on the specified Shortage Basis and Reorder Level.

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Let’s look at Standard Report Pane and the fields there needed to perform this function.
The items and quantities listed in the report depend on the specified parameters as follows:
Item No. From
The first item number in the range of items you want to include for stock level checks. Enter
blank (the default) in the field to include the first item number in the company database and
all following in alpha-numeric order.
You can use the Finder icon to select the From item from the list of available items.

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Item No. To
The last item number in the range of items you want to include for stock level checks. Enter
all Zs (the default) or click the in the field to include up through the last item number in the
company database in alpha-numeric order.
For convenience, you can click the ditto button to copy the From field value into the To field.
If you wanted one item instead of a range you would put Item1 to Item1.
Location From
The first location you want to use for stock level checks. Enter blank (the default) in the field
to include the first location in the company database and all following in alpha-numeric
order.
Location To
The last location you want to use for stock level checks. Enter all Zs (the default) or click in
the field to include up through the last location in the company database in alpha-numeric
order.
If you wanted one location instead of a range you would put location1 to location1.
Item Type
Check the qualifying item types (Raw Material, Resource, Assembled, Bulk Issue, or Outside
Processing), in the specified range of item numbers, you want to include in the stock level
check. You check as many item types as needed.
Shortage Basis
Reorder: Will include all items in the specified range of item numbers, locations and types
that have a current stock level below the Reorder level specified for that item.
Minimum: Will include all items in the specified range of item numbers, locations and types
that have a current stock level below the Minimum level specified for that item.
Zero: Will include all items in the specified range of item numbers, locations and types that
have a current stock level below zero.

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Order Quantity
Reorder Quantity: If this choice is selected, the report will show the reorder quantity for each
item as specified in the Item form.
Meet Requirement: If this choice is selected, the report will show the exact quantity required
to bring the stock level up to the Shortage Basis selected.
Supplier Info
You can select either Include or Exclude for this drop down to specify whether the reports
will show Qualified Suppliers for each item or not.
Print
Prints the report.
Preview
Generates a report by checking all qualified items within the specified range, of the specified
types, and at the specified locations against the specified Shortage Basis to identify items
that have insufficient stock. It then displays a preview of the report on the screen. The
preview allows you to then print the report, or export it to one of the file formats supported
by the Crystal Reports viewer including Microsoft Word (RTF or .DOC), Microsoft Excel
(.XLS or .CSV), and PDF files. Click Preview at any time to get a Preview window.

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Export
Generates a report by checking all qualified items within the specified range, of the specified
types, and at the specified locations against the specified Shortage Basis to identify items
that have insufficient stock.
Create MRP
Clicking the Create MRP button will create a Material Requirements Plan (MRP) for the
shortages resulting from the Buyer's Advice stock check to be created. This will include all of
the requirements for all Raw Material, Bulk Issue , Assembled and Outside Processed Items
that are found to have insufficient stock.
After the MRP has been created, you will be asked if you want to immediately process the
resulting purchasing requirements to create Purchase Orders and production requirements
to create any needed Work Orders and/or Manufacturing Orders. You can also defer
processing the MRP requirements until later and then use the normal Process MRP
functions from the Production and Purchasing panels.
Stock Check
One of the main functions of MISys Manufacturing Planning is Stock Check. This allows you
to do rudimentary production planning by creating various stock control simulations and
analyzing the result. Since a Stock Check is based on a view of your inventory at one instant

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in time, the MISys Manufacturing Stock Check function includes an Initialize function which
takes a "snapshot" of your current inventory status in a special check file. At the beginning
of a Stock Check session, you should Initialize to purge the results of the last check and
make a fresh copy of the inventory status. Every stock check transaction you process after
Initializing will compound in its effect. This way you can analyze the compound effect of
making any number of stock check transfers.
Since a Stock Check is based on a view of your inventory at one instant in time, the MISys
Manufacturing Stock Check function includes an Initialize button which takes a "snapshot"
of your current inventory status in a special check file. A separate file is maintained for each
MISys user, so multi-users can be performing stock checks independently without the
inconvenience (or danger) of conflicts.
At the beginning of a Stock Check session, you should Initialize to purge the results of the
last check and make a fresh copy of the inventory status. Every stock check transaction you
process after Initializing will compound in its effect. This way you can analyze the compound
effect of making any number of stock check transfers.
The display shows the status of Available stock. Check:
Reserve - To exclude Reserve stock from the available stock.
On Order - To include On Order in the available stock.
WIP - To include WIP in the available stock.
If you Initialize in the midst of a Stock Check session, you in effect purge the Stock Check
results and start anew. Do not Initialize unless you really want to reset the stock status.
Remember that Initializing does not affect the Stock Check activities of any other MISys
Manufacturing user.

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Item Transfers
The Item Transfer functions allow you to simulate any stock transfer for a specific Item (such
as dispensing an Item) and immediately observe the effect on the stock of the Item.
The Stock Check Item Transfers function allows you to perform simulations of stock
transfers without actually affecting the inventory counts. MISys Manufacturing allows you
to enter the following Item Transfers which will show you the before-and-after impact on
your inventory of raw materials and finished goods:
Dispense/Return Stock

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Dispense an individual Item from Stock. This transfer has the effect of reducing the quantity
in Stock of the specified Item. Return reverses the Dispense transfer.
Scrap/Recover Stock
Scrap an individual Item from Stock. This transfer has the effect of reducing the quantity in
Stock of the specified Item. It is similar in action to the Dispense from Stock transfer except
that it affects a different expense control account. Recover reverses the Scrap transfer.
Allocate/Deallocate Stock
Allocate an individual bulk issue Item from Stock to WIP. This transfer has the effect of
reducing the quantity in Stock of the specified Item and simultaneously increasing the
quantity in WIP. Deallocate reverses the Allocate transfer.
Reserve/Relieve Stock
Reserve an individual Item. This transfer has the effect of reducing the quantity in Stock of
the specified Item and simultaneously increasing the quantity in Reserve. Relieve reverses
the Reserve transfer.
Dispense/Return Reserve
Dispense an individual Item from Reserve. This transfer has the effect of reducing the
quantity in Reserve of the specified Item. Return reverses the Dispense transfer.
Move Stock
Moving an individual Item from one Stock Location to another. This transfer has the effect of
reducing the quantity in Stock at one Location and simultaneously increasing the quantity in
Stock at another Location.
The Stock Check Item Transfer function operates by posting the selected transfer to a
working copy of the MISys Manufacturing stock status table.

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Assembly Transfers
The Assembly Transfer functions allow you to simulate any stock transfer for a specific
Assembly (such as building an assembled Item) and immediately observe the effect on the
stock of the completed Item and all its components.
The Stock Check Assembly Transfer function allows you to perform simulations of stock
to enter the following Assembly Transfers which will show you the before-and-after impact
on your inventory of raw materials and assemblies:

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Assemble/Diasassemble Stock
Dispense from Stock all the Items required on a bill of material and build the assembled
Item. This transfer has the effect of increasing the quantity in Stock of the specified Item and
simultaneously reducing the quantity in Stock of all its component parts as described by the
bill of material. Disassemble reverses the Assemble transfer.
Allocate/Deallocate Stock
Move all the Items required on a bill of material from Stock to WIP. This transfer has the
effect of reducing the quantity in Stock of the specified Item's component parts. Deallocate
reverses the Allocate transfer.
Assemble/Disassemble WIP
Dispense from WIP all the Items required on a bill of material and build the assembled Item.
This transfer has the effect of increasing the quantity in Stock of the specified Item and
simultaneously reducing the quantity in WIP of all its component parts as described by the
bill of material. Disassemble reverses the Assemble transfer.
Reserve/Relieve Stock
Reserve all the Items required on a bill of material. This transfer has the effect of increasing
the quantity in Reserve and simultaneously reducing the quantity in Stock of all its
component parts as described by the bill of material. Relieve reverses the Reserve transfer.
Assemble/Diassemble Reserve
Dispense from Reserve all the Items required on a bill of material and build the assembled
Item. This transfer has the effect of increasing the quantity in Stock of the specified Item and
simultaneously reducing the quantity in Reserve of all its component parts as described by
the bill of material. Disassemble reverses the Assemble transfer.
Allocate/Deallocate Reserve
Move all the Items required on a bill of material from Reserve to WIP. This transfer has the
effect of simultaneously reducing the quantity in Reserve of the specified Item's component
parts. Deallocate reverses the Allocate transfer.

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Scrap WIP Component
Scrap a specified component of an assembly that has previously been moved from Stock to
WIP as a result of an Allocate Stock transaction.
Components
The following Assembly Transfers are unique because they affect only the components
identified in the Bill of Material. The assembled Item is unaffected.
Dispense/Return Stock
Dispense from Stock all the Items required on a bill of material. This transfer has the effect
of decreasing the quantity in Stock of the specified Item's component parts as described by
the bill of material. It has no effect on the specified Item. Return reverses the Dispense
transfer.
Reserve/Return from Stock
Reserve from Stock all the Items required on a bill of material. This transfer has the effect of
decreasing the quantity in Stock and increasing the quantity in Reserve for the specified
Item's component parts as described by the bill of material. It has no effect on the specified
Item. Relieve reverses the Reserve transfer.
The Stock Check Assembly Transfer function operates by posting the selected transfer to a
Display
The Display button opens a window in which the status of every Item involved in a
previously posted stock transfer is displayed.
Initialize
After processing a number of stock transfers, you can refresh the working copy of the MISys
Manufacturing stock status table by clicking the Initialize button.

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Supplier Transfers
The Supplier Transfer functions allow you to simulate any stock transfer for a specific
Supplier or Purchase Order (such as receiving on a PO) and immediately observe the effect
on the stock of the Item.
The Stock Check Supplier Transfers function allows you to perform simulations of stock
to enter the following Supplier Transfers which will show you the before-and-after impact on
your inventory of raw materials:
Receive/Return from Supplier
Receive an Item into Stock from a Supplier. This transfer has the effect of increasing the
quantity in Stock of the received Item. Return reverses the Receive transfer.
Receive/Return on PO
Receive an Item currently on a Purchase Order. This transfer has the effect of increasing the
quantity in Stock of the purchased Item and decreasing it's quantity On Order. Return
reverses the Receive transfer.
The Stock Check Supplier Transfers function operates by posting the selected transfer to a

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Display
The Display button opens a window in which the status of every Item involved in a
previously posted stock transfer is displayed.
Initialize
After processing a number of stock transfers, you can refresh the working copy of the MISys
Manufacturing stock status table by clicking the Initialize button.
Sales Transfers

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Batch Check
The Batch Check functions of MISys Manufacturing allow you to create a batch of stock
transfer transactions and observe the cumulative effect of them on the stock.
MISys Manufacturing allows you to create any number of Stock Transfer batches into which
you can enter various Item, Assembly, and Supplier transfers. Once created, you can process
the batches to observe the before-and-after impact on your inventory of raw materials and
finished goods without actually affecting the inventory counts.
The Batch is shared between the Stock Check function and the Stock Transfer function, so
that entries made as part of a simulation can be posted to the inventory control tables of
MISys Manufacturing without any manual re-entry of data.
There are three groups of transfers:

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Item Transfers
Item transfers move the inventory of individual Items between Stock, WIP, and Reserve. The
Move Item Transfer moves the inventory of individual Item from the Stock in one Location to
another.
Assembly Transfers
In general, Assembly transfers move the inventory of individual component Items between
Stock, WIP, and Reserve as indicated by the assembled Item's Bill of Material. At the same
time, the Assembly transfers also affect the inventory of the assembled Item. A separate
class of Assembly Transfers, Assembly Component transfers move the inventory of
individual component Items without affecting the inventory of the assembled Item.
Supplier Transfers
Supplier Transfers receive and return from and to a Supplier or, if the material is on an
existing Purchase Order, they receive and return material on the PO.
Master Production Schedules
MISys Manufacturing extends the capabilities of its Stock Check function with the addition
of the optional Master Production Schedules (MPS) to provide Time-Phased MRP. Material
Requirements Planning, which includes Master Production Schedules, is an extra-cost
module for MISys Manufacturing.
Master Production Schedules works similarly to Stock Check in that they can identify
inventory shortages resulting from current stock levels as well as various stock transfers,

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except that Master Production Schedules have the ability to look far into the future for
shortages while there is still time to avert them.
In MISys Manufacturing, a Master Production Schedule is a chart of inventory movements
over time. At the highest level you can see a list of every item whose inventory level falls
below an inventory threshold that you specify (Reorder, Minimum, or Zero). The chart shows
the inventory of any item on a day-by-day basis taking into account any outstanding
Purchase Orders, Work Orders, Manufacturing Orders, and (depending on the accounting
system you use) Sales Orders. You can drill down to inspect inventory changes for a specific
item and the events that cause them.
As a simulation tool, MISys Manufacturing allows you to enter scheduling events (such as a
plan to assemble 1000 widgets 2 months hence) and analyze the effect on sub-assemblies and
raw materials. From this simulation, the program can create a Materials Requirement Plan
(MRP) which can be used to generate real Purchase Orders, Work Orders, and
Manufacturing Orders for future dates needed to resolve the resulting inventory shortages in
advance of when they occur.
You can view and manipulate Master Production Schedules by navigating to the Planning
menu then selecting Material Requirements Planning. Click on Master Production Schedules
and the desktop will appear as follows.
MISys Manufacturing allows an unlimited number of individual Master Production
Schedules. Any particular MPS schedule can be "owned" by a MISys Manufacturing user
who can "own" as many schedules as needed. A specific MPS schedule can, only be "assigned"
to a single user at a time. Assignment of any schedule can be relinquished to another user,
or to no user.

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Creating a New MPS Schedule
To create a new schedule, click the New button.
Schedule No.
Enter up to 6 characters to identify this Master Production Schedule followed by a brief
description for the schedule.
Status
The current status of the MPS is displayed as follows:
Uninitialized
The initial status of a Master Production Schedule when first created. Uninitialized means
that no data is currently associated with the selected schedule.
Assigned
Data exists for the selected schedule and ownership of it is assigned to the indicated user.
Only the specified user can manipulate this MPS.

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Unassigned
Data exists for the selected schedule but ownership of it has been relinquished. Another
MISys Manufacturing user may assign the MPS to him/herself.
Assigned to User ID
When a Master Production Schedule is assigned to a particular user, his/her User ID is
displayed here. If you wish to manipulate this Master Production Schedule, you must first
ask this user to relinquish ownership of the schedule, then assign it to yourself.
Setup Tab
The Setup tab allows you to modify the various parameters that determine the range of data
contained in a given Master Production Schedule, the time span for the schedule, and the
default work week for the schedule.
Options Tab
The Options tab allows you to specify the information displayed in the schedule so you can
concentrate your attention on aspects of the schedule that are currently of the most interest.
Summary Tab
The Summary tab displays a list of every qualified item in the Master Production Schedule
along with a graphical view of the predicted inventory levels as a function of time as well as
the events that affect it.
Details Tab
The Details tab displays a list of every event that affects the inventory of the selected item,
as well as a graphical view of the predicted inventory levels as a function of time.
Audit Tab
The Audit tab displays a list of every event that affects the inventory of the selected item, as
well as a graphical view of the predicted inventory levels as a function of time.

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Initialize
Create a Master Production Schedule based on the parameters specified on the Setup tab.
The result is a Master Production Schedule containing current inventory levels and actual
events (including Purchase Orders, Work Orders, Manufacturing Orders, and Sales Orders).
The MPS is automatically assigned to the user who initialized it.
Purge
Delete the database associated with the selected Master Production Schedule.
Purging does not delete the Master Schedule -- only the database underlying the selected
Master Schedule.
Assign
Assign the selected Master Production Schedule to yourself so that you may manipulate the
schedule.
Refresh
Causes the Master production Schedule to be re-initialized and then re-applies all manually
entered schedule events and Schedule Batch entries that were applied to the Schedule. The
purpose of the function is to allow the user to re-run the scenario embodied in the schedule
based on the latest current inventory levels and current actual Purchase Orders, Work
Orders, Manufacturing Orders, and Sales Orders.
Relinquish
Relinquish ownership of a selected schedule so that it may be assigned to another MISys
Manufacturing user.
Create Batch
The Create Batch function saves the Master Production Scheduling events in a batch. The
batch can be edited and posted to a new Master Production Schedule if desired.
From the Master Production Schedule notebook, click the Create Batch button.

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As Batch No.
MISys Manufacturing defaults to the next available batch number. Accept this number or
enter the number of the batch you wish to create.
Include Shortage Resolutions
Check this box if you wish to include events which were added to the Master Production
Schedule using the Resolve Shortage or Resolve All Shortages buttons. If you leave the box
unchecked, only events which are entered using the Schedule Event button will be included
in the batch.
Create
Click the Create button to create the batch.

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The batch can now be edited, scheduled, and saved.
Post Batch
Post Batch function posts events previously saved in a Master Production Scheduling batch.
The batch can be edited and shifted in time if desired.
From the Master Production Schedule notebook, click the Post Batch button.
Batch No.
Enter the number of the batch you wish to post to the selected Master Production Schedule,
or select a valid Batch No. using the Finder. The corresponding batch description is
displayed together with the number of entries in the batch, the date it was created and the
date it was last edited.
Ignore Entries Prior To
If you wish to prevent entries with dates prior to some specified date, enter that date in this
field. Otherwise leave the field blank to post all the entries in the batch.
This function is great if you use a scheduling batch to maintain a sales forecast. Rather than
deleting forecast events which have already taken place, enter a date and move that date up
in time as necessary.
Offset By
Enter the number of days/weeks/month/years you wish to offset the date of each entry in the
batch. Click the selection box and choose Days, Weeks, Months, or Years.
Set
Click the Set button to change the date of each event in the batch.

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Offset Date
As an alternative to entering the number of days/weeks/month/years you wish to offset the
date of each entry in the batch, you may enter a date which represents the offset you wish to
apply to the batch entries.
Auto-build Override
The Auto-build mode you wish to use for this batch. Your selection here overrides the Auto-
build selection made in the header of each Bill of Material.
Choose Never if you want to insure that Auto-build is never invoked.
Post
Click the Post button to post all the entries in the batch to the selected Master Production
Schedule.
Cancel
Click the Cancel button to close the Post Batch window without posting the batch.
Create MRP
Create a Material Requirements Plan based on the selected MPS.

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MRP/MPS PROCESS WALK THROUGH
Click on the Planning Button and then Click on the Master Production Schedule. Click New.
A window will pop up.

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You will want to give this MPS record a name that is easily identifiable when there are many
records. You could use the date or key word(s) that fit with this planning task for example.
Set the Start date to today or in the future. It cannot be set before today as the record will
not initialize.
Set your end date by the date you want to stop doing planning with this record.
Select the Auto-build override setting you wish. I am going to leave it to As Specified so that
Auto-build will use the BOMs current Auto-build settings. If you use a different setting it
will override the BOMs Auto-build settings in their headers.
Select the Initialization Mode that you want to use. I am going to choose All Items.
Select to use Alternative locations and BOM components or not.
Select any Locations and if you wish to include what is in your sales and accounting.
Notice you can override the MPS calendar holidays here if you wish.
Click on the Options tab.

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Select the options you wish to include. Resources are not normally chosen because we don’t
usually need to plan for resources. Example of resources would be labor and water.
Save the record and then Click Initialize.
You should see the system processing.
Click on the Summary tab.

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Any shortages will be highlighted. Here you can schedule your own event like a build or a
transfer to sales.
You can adjust the promise date to resolve shortages or you can click on the Resolve shortage
buttons to have MISys automatically resolve one or all shortages.
I clicked on Resolve All Shortages and the red alert disappeared on my item grid.

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If you Click on the Audit tab you can see the history of current and scheduled activity here.
If you Click on the Detail tab that will show you what is changed by day.
After your satisfied that you’ve resolved all the shortages you can Click Create MRP or
Create Batch. In this example I will Click Create MRP.
A dialouge box pops up.
Click Yes to apply the Schedule tasks. MISys creates the POs and the MOs and another
dialogue box appears.
If you say No MISys saves it to be created later. The next dialouge box will be for production
orders.
How you find them if you said No.
If you Click on Purchasing and then Click on Process MRP it will be there.
If you Click on Production and then Click on Process MRP and you will find it.

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Continuingthe Process in Production
Select the MPS record and Click Process. A Process MRP window will appear.
You can choose Build Item to do them one at a time or Build All. For this example we will
Click Build All. A Build All Window pops up.

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Select the settings you wish then Click Create Orders. A window pops up asking if you would
like to create a backup.
Click yes. A Backup Dialouge pops up.
Click ok. A Build All window opens up.

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The window shows the work orders have been released to production. Click Close.
Click Print or Click Close on the Process MRP Build window.

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Click on Work Orders. The Work Orders have been released and in production.
You would now produce this job no different then any other work order.

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Continuingthe Process in Purchasing
Select the MPS record and Click Process.

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Check to show all requirements and select Include Assembled Items if you wish. You can
select a line and Click Buy Detail and change quanties or adjust how that line item is
purchased. You can go line by line Buying each item or Click the BUY ALL button.
For this example Click Buy All. The Buy All window pops up.
Select the Items you with you include and proritize. Select the Next PO and locations
desired. Choose your prefered Order Mode and the Click Create Orders. A dialouge box will
pop up.
Click yes.

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Click ok.
Click Close. Then Click Print. Click Close on the Process MRP Buy window.
Click on Purchase orders.

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You will see that the POs are qued for printing and processing with your other POs now.
MRP/MPS TEXT ONLY SUMMARY WALKTHROUGH
Click on the Planning Button and then Click on the Master Production Schedule. Click New.
The Master Production Schedules window will pop up.
You will want to give this MPS record a name that is easily identifiable when there are many
records. You could use the date or key word(s) that fit with this planning task for example.
Set the Start date to today or in the future. It cannot be set before today as the record will
not initialize.
Set your end date by the date you want to stop doing planning with this record.
Select the Auto-build override setting you wish. I am going to leave it to As Specified so that
Auto-build will use the BOMs current Auto-build settings. If you use a different setting it
will override the BOMs Auto-build settings in their headers.
Select the Initialization Mode that you want to use. I am going to choose All Items.
Select to use Alternative locations and BOM components or not.
Select any Locations and if you wish to include what is in your sales and accounting.
Notice you can override the MPS calendar holidays here if you wish.
Click on the Options tab.
Select the options you wish to include. Resources are not normally chosen because we don’t
usually need to plan for resources. Example of resources would be labor and water.
Save the record and then Click Initialize.
You should see the system processing.
Click on the Summary tab.
Any shortages will be highlighted. Here you can schedule your own event like a build or a
transfer to sales.
You can adjust the promise date to resolve shortages or you can click on the Resolve shortage
buttons to have MISys automatically resolve one or all shortages.
I clicked on Resolve All Shortages and the red alert disappeared on my item grid.
If you Click on the Audit tab you can see the history of current and scheduled activity here.

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If you Click on the Detail tab that will show you what is changed by day.
After your satisfied that you’ve resolved all the shortages you can Click Create MRP or
Create Batch. In this example I will Click Create MRP.
A dialouge box pops up.
Click Yes to apply the Schedule tasks. MISys creates the POs and the MOs and another
dialogue box appears.
If you say No MISys saves it to be created later. The next dialouge box will be for production
orders.
How you find them if you said No.
If you Click on Purchasing and then Click on Process MRP it will be there.
If you Click on Production and then Click on Process MRP and you will find it.
Continuingthe Process in Production Via Text Only Summary
Select the MPS record and Click Process. A Process MRP window will appear.
You can choose Build Item to do them one at a time or Build All. For this example we will
Click Build All. A Build All Window pops up.
Select the settings you wish then Click Create Orders. A window pops up asking if you would
like to create a backup.
Click yes. A Backup Dialouge pops up.
Click ok. A Build All window opens up.
The window shows the work orders have been released to production. Click Close.
Click Print or Click Close on the Process MRP Build window.
Click on Work Orders. The Work Orders have been released and in production.
You would now produce this job no different then any other work order.

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Continuingthe Process in PurchasingVia Text Only Summary
Select the MPS record and Click Process.
Check to show all requirements and select Include Assembled Items if you wish. You can go
line by line Buying each iteam or Click the BUY ALL button.
For this example Click Buy All. The Buy All window pops up.
Select the Items you with you include and proritize. Select the Next PO and locations
desired. Choose your prefered Order Mode and the Click Create Orders. A dialouge box will
pop up.
Click yes.
Click ok.
Click Close. Then Click Print. Click Close on the Process MRP Buy window.
Click on Purchasing button and then on Purchase orders.
You will see that the POs are qued for printing and processing with your other POs now.

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DOING A PHYSICAL INVENTORY: A WALK THROUGH
No program can perform a physical inventory for you, but MISys makes the job much easier.
Use the program to print a worksheet on which you can record your physical inventory
counts. From the Stock Control panel. Click to expand the Physical Inventory function, then
select Print Worksheet.
When you first start your MISys Manufacturing System, you'll want to count every Item, so
printing a worksheet for all Items makes sense.
To print a Physical Inventory Worksheet, read over the functions and fields below and follow
the steps:
Specify a range of Items, Locations, and other selection criteria.

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Selection Criteria
Click the selection box to choose from the available count types:
Item Range
To count a specific range of Item numbers. Items outside this range will not be included in
the count.
Cycle-based Selection
To count Item belonging to specific inventory cycles. Items not belonging to the specified
cycles will not be included in the count.
Date-based Selection
To count every Item not inventoried since a specific date.
Items By
You can specify the Item numbers you wish to have included in the worksheet either by
Range or by List from this combo box.
Items From/To
Only appears if you select Range in the Items By combo box. Enter a range of Item numbers
you wish to have included in this worksheet. Unless you have a specific need to constrain the
worksheet to a specific range of Items, leave these fields untouched.
Edit List... Button
Only appears if you select List in the Items By combo box. Clicking this button displays a
form to allow you edit the list of Items to include
Locations
Displays a list of all locations defined and you can select which locations to include in the
worksheet by checking the checkboxes for one or more of the locations in the list.

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Check All
Checks all locations in the above Locations list.
Uncheck All
Unchecks all locations in the above Locations list.
Include Items Not Inventoried Since
If you have chosen the Date-based Selection option, enter the cutoff date of your last physical
inventory. Any Item that has not been counted since this date will be included on the
Worksheet.
Exclude Unknown Item Locations
Check this box if you wish to exclude Items that are not known (have never been used,
received, assembled, etc.) at a specific Location.
If you leave this box unchecked, the Worksheet will include every selected Item at every
Location.
Include Cycles
If you have chosen a Cycle-based selection, enter the numbers of the physical inventory
cycles you want included in this Worksheet in this field as a comma separated list (the
number for each cycle with a comma between the numbers). An example Include Cycles
entry might be '1,3,4,7'.
Your most expensive items will be inventoried the more frequently and will have the shortest
cycle time.
Exclude Cycle 0
Check the Exclude Cycle 0 box if you do not wish to have Cycle 0 included in this Worksheet.
Items belonging to Physical Inventory Cycle 0 are normally included in every Worksheet.
Include Stock Levels

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If you anticipate making stock transfers while you are counting your inventory, entering
your Physical Inventory Batches, and posting the Batches, check the box entitled "Include
Stock Levels." This will cause the current stock level to be printed on the worksheet. You will
need this information when you enter your counts in the Batch.
If you can avoid making stock transfers during the Physical Inventory process, you can save
time and effort while making entries in the Physical Inventory Batch. The program will
enter the Current Stock Levels automatically – you won’t need to print this information on
the Worksheet.
When the Physical Inventory Worksheet specification criteria have been filled in to your
satisfaction, you’re ready to click one of the following buttons:
Preview
To display the worksheet as indicated, at the same time creating a file of Item numbers from
which to feed the Physical Inventory Batch.
Print
To print the worksheet as indicated, at the same time creating a file of Item numbers from
which to feed the Physical Inventory Batch. You must hit Print to change the status even if
you do not print the worksheet.
Record
After printing the worksheet, this creates a file of Item numbers from which to feed the
Physical Inventory Batch.
When you click Print, Preview or Record the first time, the program will create a Worksheet
work-file from which to feed the Physical Inventory Batch. If the Append to Existing
Worksheet checkbox is checked, subsequent prints, previews or records will append the
selected items to the previous worksheet.
Click Print to make a physical copy of the worksheet. You must click Print to change the
status of the batch, even if you do not physically print the paper copy.

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Click Record to append the records to the physical inventory batch file.
A pop up should appear stating that the Worksheet was Created Successfully.
Click ok. Then Click on Edit Batch in the Stock Control pane.

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In the MISys Manufacturing System you record your physical inventory counts in a batch.
Each user can have his or her own batch. That way, you can all be working simultaneously
on a multi-user installation, entering the results of your count. Later, you can check or post
the batch you entered and update the inventory records.
Each MISys Manufacturing User can has many Physical Inventory Batches as needed. If you
have a large inventory to count, you are advised to divide the task among multiple Users
and/or batches.
Click New to create a new batch.
The Edit Inventory Batch window will pop up.

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Note: You can edit any user's batch as long as you have Physical Inventory Modify Batch
permission as defined by the permissions for the security group the current user is a member
of.
We are utilizing the Worksheet in this walk through and if you would like any additional
information on the fields you may check the help file.
Click on the Worksheet button.
You should get a pop up if you have followed these steps here.
Click yes.
The Feed Form Worksheet pops up. Select the settings you would like.
Notice that the choices for Count Type are the same as when you started with printing your
worksheet.

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Notice the choices for Count Quantity are the same as when you started with printing your
worksheet.
You want to choose Recorded here to use the record you began in this process. You would use
current to use stock level before you recorded the entry. You would use zero if you wanted to
use stock that is at zero.
Make sure you keep your choices consistent throughout this process.
Click Ok and a pop up will announce the Feed Form Worksheet is complete.
Click Ok and the records will now be shown. You may enter and edit the quantities of the
stock here from your worksheet.
Click Save and then Print.
Close the Edit Inventory Batch Window and then Click on Check Batch in the Stock Control
pane.

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You should see the batch you will work with in the Physical Inventory Check Batch pane.
Select the batch by clicking on it or you may use select all.
Once the batch is selected choose the mode you want to use. Then click Initialize.
A pop up will appear announcing that the Initialization was complete.

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Click ok.
Click on the Check button which is to the right of the Initialize button.
You should see the system processing and a pop up will appear announcing the Check was a
success.
Click ok.
You can now Click the Display button if you like.
This allows you to see all the numbers are correct and any variance. You can print this if you
like but it is not necessary as these numbers are not posted yet.
Click Close.
Click on the Errors button and a pop up should appear.

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Click Ok.
Click Post Batch from the Stock Control Pane.
Select the batch you wish to post from the Physical Inventory Post Batch pane.
Click on the Errors button to check for errors before posting. A pop up will appear.

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Click ok.
Click on Post to adjust your inventory with these numbers.
MISys will ask you if you want to create a backup so click yes.
A pop up will appear announcing your Backup was successful.
Click ok.
You will see the system processing and then a pop up will appear announcing Post
Completed.
Click Ok.
You have successfully completed the physical inventory process.

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PHYSICAL INVENTORY TEXT ONLY SUMMARY WALK
THROUGH
Click on Stock Control and then Click Physical Inventory.
Click on Print Worksheet. To print a Physical Inventory Worksheet, read over the functions
and select the ones you wish to include.
Specify a range of Items, Locations, and other selection criteria.
Click Print to make a physical copy of the worksheet.
Click Record to append the records to the physical inventory batch file.
A pop up should appear stating that the Worksheet was Created Successfully.
Click ok. Then Click on Edit Batch in the Stock Control pane.
Click New and a window will pop up.
We are utilizing the Worksheet in this walk through and if you would like any additional
information on the fields you may check the help file.
Click on the Worksheet button.
You should get a pop up if you have followed these steps here.
Click yes.
The Feed Form Worksheet pops up. Select the settings you would like.
Click Ok and a pop up will announce the Feed Form Worksheet is complete.
Click Ok and the records will now be shown. You may enter and edit the quantities of the
stock here from your worksheet.
Click Save and then Print.
Close the Edit Inventory Batch Window and then Click on Check Batch in the Stock Control
pane.
You should see the batch you’ll work with in the Physical Inventory Check Batch pane.
Select the batch by clicking on it or you may use select all.
Once the batch is selected choose the mode you want to use. Then click Initialize.
A pop up will appear announcing that the Initialization was complete.
Click ok.
Click on the Check button which is to the right of the Initialize button.

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You should see the system processing and a pop up will appear announcing the Check was a
success.
Click ok.
You can now Click the Display button if you like.
This allows you to see all the numbers are correct and any variance. You can print this if you
like but it is not necessary as these numbers are not posted yet.
Click Close.
Click on the Errors button and a pop up should appear.
Click Ok.
Click Post Batch from the Stock Control Pane.
Select the batch you wish to post from the Physical Inventory Post Batch pane.
Click on the Errors button to check for errors before posting. A pop up will appear.
Click ok.
Click on Post to adjust your inventory with these numbers.
MISys will ask you if you want to create a backup so click yes.
A pop up will appear announcing your Backup was successful.
Click ok.
You will see the system processing and then a pop up will appear announcing Post
Completed.
Click Ok.
You have successfully completed the physical inventory process.

MiSys Documentation

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MiSys Documentation