Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘Planning’

Set the priorities for shop orders: Now available

Written by Auke Hylarides on . Posted in Exact Online

Ensure that your employees on the shop floor work on the right orders, by setting the right priorities per shop order

Now in Exact Online for Manufacturing it is possible to assign priorities to your shop orders. The advantage of this is that the shop orders are produced in the correct sequence. This, for example, to be able to deliver exactly on the agreed delivery date, or to replenish your inventory on time. Due to the priorities, your employees on the shop floor know which shop orders to start with. This way they work on the right orders at the right time.

Exact for Manufacturing ease of use: Introducing time in shop floor planning

Written by Pieter Hamans on . Posted in Exact Online

ROUTING000

You may have noticed in recent days some small changes in the Exact for Manufacturing shop floor planning screen. We have for example removed the Gantt chart from the main page, and moved it behind a button called Chart. These are changes leading up to some important enhancements to the shop floor planning that will be released in the coming weeks.

Professional Services Automation product update 251

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

As you might know Exact is further developing its project management solution (Exact professional Services Automation) and since we are nearing the start of controlled release for product update 251, I would like to inform you on the improvements and additions that are made for the Exact Synergy Enterprise Professional Services Automation solution (Exact PSA).

Deliverables and WBS

We have introduced statuses on deliverables indicating they are new, in progress or completed. This gives you the possibility to open and close the deliverable for the project. A gauge has been added to the WBS lines, indicating the completion of the line and the estimated to complete which you can now enter to the line.

Project Planning

We added a bucket list which displays the WBS lines which can be planned. The bucket allows an easy drag and drop way of planning from WBS by just dropping it on a date and person.

PlanningBucket

Activities

PSA hour items have extra item attributes now to help out on reporting; billable / non-billable and productive / non-productive can be used to indicate if the activity (item) is billable or not and productive or not.

Hour & Expense

Significant improvement of the loading and submitting of the hour entry screen; this will help you specially when working with large number of different projects and hours.

Timesheet

You can now control via a setting if it’s allowed to enter the current week while older week timesheets are still open. Furthermore travel and expenses are linked to the timesheet entry.

Approval

The approval screen has been greatly improved. Approval now follows the request logic and it is possible to use both the person and project view, with additional filter options.

Invoicing

Progress has been made in the loading of the invoice proposal screen with a high volume of billable lines. You can now remove lines realised that you do not want to invoice. These will be process with a non-billable proposal request giving a full traceability.

Work in progress

Expenses are now handled the same way financially as hour request for the work in progress method ’to be invoiced’ for Exact PSA.

Search

In the workflow search you can now filter on deliverables and find the requests attached to the deliverables easily.

Enjoy!

Service Management: Planning a job

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

Exact is currently developing a new Service Management solution. The development team has created this video to give you a preview about what you can expect from the solution which will be available soon.

Dispatching of service activities

Assigning the right engineer to a service activity is essential in service organizations. Aspects such as availability, skills and stock on hand are the instruments a planner or helpdesk employee can use in making sure the right engineer is planned for the job. We looked at the gaps that customers experience in the current plan board of Field Service in Exact Synergy ASP and used these to design and develop a completely new plan board. This plan board helps you to solve issues like separating backlog from planned activities, filter on resource and activity-related constraints, and makes it easy to assign or reassign service activities to one or more engineer.

Feedback is highly appreciated!

Note: We are still developing and improving this solution, the shown solution can differ from the actual delivered solution.

Shop Manager Dashboard for Smart Shop Floor – now available in Exact Online for Manufacturing

Written by Auke Hylarides on . Posted in Exact Online

Now in Exact Online for Manufacturing the new Shop Manager dashboard is available. The dashboard is an addition to the Smart Shop Floor app that many of our Manufacturing customers already use. With this app employees can start and stop operations, clock the operation times, get the rights manufacturing instructions and more.

With the new dashboard you get direct insights of all the work currently in progress on the shop floor. It tells you exactly who is currently working on what job, at which work centre and what the progress is.

Sales Forecast as estimated demand for Material Planning

Written by Jaap Jan de Lange on . Posted in Exact Online

 

Reduce inventory levels! Make smarter purchase decisions and optimize your working capital. As mentioned in a previous blog, we have developed a solution for planning required products and components while taking into account demand over time.  This will become available in Exact Online Wholesale Distribution Premium. Exact Online Wholesale Distribution Advanced customers that are interested in this functionality can participate in a controlled release.

Exact’s Service Management solution video

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

The Exact Service Management team is currently developing a successor to the Exact Field Service solution, that aims to help wholesale and manufacturing companies who service the products they sell to optimize their service activities.

To give you even more insight in what this solution is and how you can benefit from it, we are pleased to share with you the solution video. In the video you can see how we aim to meet and exceed your needs with our full scale Service Management solution. You will also learn how this solution can facilitate each of the process flow steps, that include service configuration, service activity, dispatching/planning, realizations, validation/approval and invoicing.

Exact’s Service Management solution is in the final phases of development, we plan to start a controlled release period in Q4 of 2011, so stay tuned for announcements on our Product Blog.

If you are interested in participating in the controlled release please contact your local Exact representative.

Should you have any questions regarding Service Management solution, please do not hesitate to contact me. Feedback is highly appreciated.

Exact Globe tip: easy planning via MRP templates

Written by Michiel van Rooijen on . Posted in Exact Globe

The MRP planning in Globe is a powerful planning tool. You have almost limitless possibilities to show and analyze your planning but this flexibility can also add to its complexity. For different uses you need a different set of parameters and settings to show the MRP planning.

To help you in defining these settings you can use MRP templates. You can set up user based or company based templates to make sure you or someone else in the company uses exactly the right set of MRP parameters and settings for each specific process.

Watch this video how you can use MRP templates in your day to day planning!