Overview In the Document Management Systems documents go through the Document process and progress through the following steps. Step 1. Raise a document – this is when a created document is first placed into the Document Management System. Step 2. Undergo approval – the document is reviewed and changes are […]
2008-500 – Scheduling Methods
Overview: OPTO has a number of scheduling methods which are generally determined by the type of manufacturing performed. The two main Manufacturing types the scheduling methods have been developed for are: Laser/Plasma focused companies that generally have the Laser/Plasma cutting process as the first operation followed by folding /bending and […]
2007-504 – Process Deposits in OPTO
Option for processing a deposit using the below as an example: The Sales/Factory Order is created with deposit items as line items (this will be a dummy parts). The Dummy Part will have an account for deposits as required. The Deposit part is despatched and the invoice is raised and […]
2006-118 – Purchase Materials for a Kit Part
Overview: Parts that have been created as a “Kit” part can have the materials in a build, purchased and issued to a job ticket in one transaction. Step 1 Open the INVENTORY tab, click on the ‘Parts Details’ icon and create a Part. Add the purchased materials into the Build […]
2006-112 – Sub Contract Purchasing
Sub Contract Purchasing – Option 1 When Factory Orders are created and require a sub-contracting process then the “Sub Contract Purchasing” window will list those operations that are ready to be purchased. On the PURCHASING tab, click on the ‘Sub Contract Purchase’ icon to open the sub contract purchase window. […]
2003-902 – Utilising the Position Wizard
Overview The ‘Position Wizard ‘allows users to allocate, change, or terminate an employee’s position within the company. The positions must be set-up prior to using the Position Wizard – please see Enter/Edit Employee Positions. Assign a Position to Employee To assign a position to an employee, open the RESOURCES tab […]
2003-901 – Create/Edit Positions
Overview: The ‘New/Edit Positions’ feature enables the user to enter all the positions within a company, create more positions, and edit current positions. The positions created by this feature are allocated to employees via the ‘Position Wizard’. To Set-up Job Positions From the OPTO ribbon, select the ‘RESOURCES’ tab and […]
2003-900 – Position Wizard Parameters
The ‘Position Parameters’ are set-up to be used when creating, allocating and managing positions in a company through the Positions Wizard options. The Parameters are accessed via the Data Set drop-down of the QALITIY tab on the OPTO Ribbon. Employee Group Position – is the position of the employee. To […]
2007-115 – Setup and Utilise Non Productive Activities
Overview: OPTO can account for any number of non-productive activities, such as sick leave, annual and long service leave, maintenance, training etc. The process uses ‘non-productive’ workcenters in conjunction with an internal job run each month or quarter. The following will need to be set-up: A client record for the […]
2014-501 – Query Search Symbols in OPTO
Query search options: Symbol Search Field that Example Result [] followed by data criteria Containing data []ABC Finds all items in the selected field containing ABC ] followed by data criteria Starting with ]ABC Finds all items in the selected field starting with ABC [ followed by data criteria Ending […]
