Notes

For more information on field characteristics, checkbox attributes see appropriate page in the Reference Book for each process.

Setup Checklist for CaliachMRP

Contents

Loading software
Setting Up
Transfer Data
Training
Features
Customising
Administrator
Data Fix
CAL_CODE.UPT
CAL_CODE.USA
Special Features

Loading Software

  1. Load Acrobat if not installed.
  2. Launch file CALIACH.PDF.
  3. Using the window to left, read Index.
  4. Select installing software, choose between Caldemo or Full System.
  5. If the Full system, you must have a license.
  6. Select installing Omnis 7, choose between Windows 3.1, Windows 95, Windows NT, Macintosh 68K or Power PC.
  7. Choose Design for the system manager, Runtime for other users.
  8. Enter Omnis 7 serial number - separate one for Design & Runtime.
  9. Move Template [TEMPLATE.REP] file from Caliach to Omnis7 directory.
  10. Load UPT file if appropriate.
  11. Install Fonts from both Caliach and Onnis7 directories.

Setting Up

  1. Launch CalMRP
  2. GOTO File menu then System Manager menu.
  3. Calendar
  4. Index Codes
  5. Country Codes
  6. Currency codes
  7. Company Details - not defaults
  8. Delivery Details
  9. Company Details - Defaults
  10. Employees
  11. System Preferences
  12. Security settings
  13. GOTO Masters
  14. Standard Text
  15. GOTO Ledgers and Ledger Manager
  16. Period Calendar
  17. Report Layout
  18. GOTO Ledgers and General Ledger
  19. Accounts Maintenance

Transfer Data - Sequence of Data Entry

  1. Caltrans.lbr or CalMRP Data Transfer Utility
  2. Index Codes
  3. Country Codes
  4. Standard Text
  5. Customers
  6. Suppliers
  7. Parts
  8. Bill of Material
  9. Work Centres
  10. Process Routes
  11. Engineering Data
  12. Customer Parts
  13. Purchase Parts
  14. Inventory Quantity
  15. Outstanding Purchase Orders
  16. Outstanding Sales Orders
  17. Sales History
  18. Ledgers data
  19. Ledger Manager - Special Data Transfers

Training - Learning Sequence

  1. Menus
  2. File - Password, Change User, Mailbox,
  3. Topic Help, Window Settings. Window Help on/off,
  4. Report Destination, Page Setup
  5. System Manager, Restart CalMRP, Change Data File
  6. About Caliach
  7. Utilities menus
  8. Masters - Parts, BOM, Process Routes, Work Centres,
  9. Marketing, Customers, Suppliers, Customer Parts, Supplier Parts, Standard Text
  10. Global Changes - Parts, Parts Lead Times, Purchase Parts, Customers, Suppliers.
  11. MRP Processing, Capacity Planning, Financial Planning, Product Costing.
  12. Process - Sales Orders, Sales Despatch
  13. Purchase Orders, Purchase History
  14. Works Orders, Works Processing
  15. Stock Control, Stock History
  16. Stocktake, Stock Valuation
  17. Production Plans, MRP Results
  18. Ledgers - A/c Receivable, A/c Payable, General Ledger, Ledger Manager
  19. Print - Parts, BOM, Process Route, Eng. data,
  20. Customers, Suppliers, Customer Parts, Supplier Parts
  21. Special User Reports, Special User Functions
  22. Ad Hoc Reports

Features - Learning Sequence

  1. Keyword Search
  2. ScratchPad
  3. Process Analysis on fields
  4. Custom Library
  5. String Settings
  6. Topic Help

Customising - Learning Sequence

  1. Calopton.lbr or CalMRP Options Utility
  2. Options for Customising
  3. Calopton.Lbr
  4. Installing library Features & editing M_CUSTOM1
  5. Modifying Reports
  6. Modifying Searches
  7. Creating own Files, Windows, Menus, Reports, Searches.
  8. Colour Table

Administrator - Learning Sequence

  1. Caladmin.lbr or CalMRP Administrator Utility
  2. Editing and Customising CalMRP
  3. Topic Help
  4. Strings
  5. Fields
  6. Files

Data Fix - Learning Sequence

  1. Caldafix.lbr or CalMRP Data Fix Utility
  2. Recovery of data

CAL_CODE.UPT - Learning Sequence

  1. File of system changes since last formal update to correct bugs, add features, etc.
  2. Must be placed in same directory as data file

CAL_CODE.USA - Learning Sequence

  1. Created in Calopton.lbr via Format Mover (under Caliach Customising menu)
  2. Contains all bespoke features, windows, reports and M_CUSTOM1
  3. Must be placed in same directory as data file

Special Features - Learning Sequence

  1. Phone day
  2. Language
  3. Bugs, Wishes & Features
  4. System Manual