Notes:

* Note the training will not include data formatting and importation from other sources unless previously agreed with Caliach.

* Note this programme will be flexible in both sequence and time to ensure full understanding of the system by all users.

CaliachMRP Installation and Training Plan

The following is based on one day consultancy (optional), one day installation and three days training and will be condensed or expanded to meet particular customers needs. Times shown assume little knowledge of system and will vary depending on familiarity with screens and functions

Pre-Installation activity

The following data should be set up on spreadsheets ready for reformatting and importing into CaliachMRP, if not already available as export text or DIF format files from another system database. Note: Not all of these fields need to be set-up and they only represent a few of the fields available.

  1. Index codes - a four character code + description: Used to sort/categorise Parts (2 per), Suppliers (2), Customers (2).
  2. Country codes - 2 or 3 character code: Used for addresses and Trade Statistics.
  3. Customers - 6 character code, Index codes 1 and 2, Name, Address, Tel, Fax, Contact, Credit limit, Tax ID, Payment terms.
  4. Suppliers - Same details as Customers.
  5. Parts - Unique 18 character Part Number, 30 character Description, Index codes 1 & 2, Stock unit of measure, Lead time in working days, Re-Order Level, Minimum Stock Level, Minimum order quantity, Storage Location, Unit material cost, Unit labour cost, Selling Price, Engineering revision level, etc.
  6. Bills of Materials - Parent part number, Child part number, Quantity per, Item list reference, Structure comment (e.g. circuit reference).
  7. Work Centres - Four character code, Description of centre, Quantity of centres, Hours available per day, Department code, Set-up Labour and Overhead cost rates per hour, Runtime Labour and Overhead cost rates per hour.
  8. Process Routes - Parent part number, Work centre, operation number, operation text, set-up time, run time, lag time all in decimal hours.

Where data is held in a legacy database program, you will need export appropriate elements of this data into a format that can be read by a standard spreadsheet program for reformatting.

Consultancy Day

This day would be discussions and guidance on the Pre-Installation activities above and would cover all of the field parameters needed to set up the spreadsheets for importation. Additionally it would cover the definition of any special windows/reports and files required to be developed.

Installation

Note: The minimum of equipment required to be set up for installation is one terminal, a server (assuming server is not going to be used as a terminal) and a printer, all on the network. Where there is a lot of data to re-format and import it will be useful to have two terminals side by side to speed up the process. All network paths (Read Write and Copy) to terminals should be set up prior to installation of CaliachMRP and Omnis. Omnis installation requires a CD-ROM drive which should be on a network-ready terminal. Software can be copied from this machine to others across the network.

Personnel involved - System Manager and trainer

  1. Install Caliach and Omnis software on terminals and setting up data path to server
  2. Setting up system manager and company details where available.
    1. date format - a number of choices
    2. VAT %
    3. ABC class % value breaks
    4. Method of costing - Last price - FIFO - LIFO - Average
    5. Currency & Symbol
    6. Defaults taken from files and does not need to be setup initially - Index codes, UoM, Country code, Customer pay days.
  3. Overview training using Training Data to enable users to become familiar with screen layouts, menus and transactions prior to formal data transfer or data input.
  4. Overview - Menus
    1. File (system)
    2. Manager (systems administration)
    3. Masters (core data maintenance)
    4. Process (transactions)
    5. Ledgers (accounting)
    6. Print (reports/information)
  5. Identify data to be exported from current system and help user to setup the import spreadsheet.
  6. Agree the setting up of additional data required.

Data Import Day

Reformatting of data on spreadsheets for data import in sequence of the pre-installation above.

This will include extracted data from legacy systems.

This can be time consuming and may result in several tries where records are too long or where the result requires further formatting.

This activity may continue into another day if the files require major formatting.

Training

The keyboard activities will be carried out by the user under the guidance of the trainer.

All queries will be answered by demonstration on the system.

The training will consider each of the following areas and sub areas and will ensure understanding of file maintenance, security settings and standard processing of sales, purchase, work and stock transactions.

The training will include trial runs of processing to ensure understanding of results.

In the Table below codes are as follows: S = Setup documents/defaults, U = Update/add as & when, P = Period routines.

Manager - System administration ( 3 Hours)
Personnel involved - System Manager and trainer
Company Details (S) Calendars (P) Index codes (SU)
Delivery Details (SU) Employee (SU) Country & Currency (SU)
Period Routines (P) Special Stock Changes Reset Data files
System Preferences (S) User Preferences Security Settings (SU)
Masters - maintenance files ( 2-3 Hours)
Personnel involved - System Manager and trainer
Parts BOM Process Routes
Work Centres (U) Engineering Data Customers
Suppliers Customer Parts
Purchase Parts Standard text (U)
Manager Transactions ( 1 Hour)
Personnel involved - System Manager and trainer
Global Changes MRP Processing Capacity Planning
Financial Planning Product Costing Utilities
Defaults
Process - transactions ( 4 Hours)
Personnel involved - System Manager, users for each discipline and trainer
Sales Orders Sales Despatch Serial Numbering
Purchase Orders Works Orders Works Processing
Stock Control
Process - special transactions ( 2 Hours)
Personnel involved - System Manager, users for each discipline and trainer
Stocktake Stock Valuation Production Plan
MRP processing MRP results
Ledgers - maintenance and transactions ( 2-3 Hours)
Personnel involved - System Manager, users for each discipline and trainer
Ledger Manager (SPU) A/c Receivable A/c Payable
General Ledger
Reports ( 2 Hours)
Personnel involved - System Manager, users for each discipline and trainer
System General Ad hoc- Writing Ad hoc- Calculations
Ad hoc- Formatting ScratchPad Keyword Search
Information ( 1 Hour)
Personnel involved - System Manager, users for each discipline and trainer
History - Orders/Stock Status - Orders/Stock System Help
Customisation ( 4 Hours)
Personnel involved - System Manager and trainer
System Settings Standard Reports Bespoke Reports
Data Transfer