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FAST AND EASY-TO-USE, PROGRESSION’S GENERAL LEDGER (G/L) IS THE CENTRAL HUB WHERE ALL ACCOUNT-

ING TRANSACTIONS ARE ACCUMULATED AND USED TO GENERATE FINANCIAL STATEMENTS. MULTIPLE BUD-

GETS AND PRIOR YEARS' DATA CAN BE MAINTAINED, AND THE PROGRESSION SERIES PROVIDES SEVERAL PRE-

DEFINED CHARTS OF ACCOUNTS TO REDUCE START-UP TIME.

Journal Transactions include line-item source and referencefields, making tracking detailed information quick and easy.

With Progression's General Ledger (G/L) module, you have ascalable, easy-to-use tool to manage your company's account-ing and financial reporting needs. Flexible enough to changewith the future needs of your business, Progression's G/L canprovide your business with the access to mission-critical datanecessary to compete in today's global environment.

EASY MAINTENANCE

The System Periods File assigns each company a distinctaccounting period. The System Account Files enable you todefine and store basic information on each of your G/L Chartof Accounts. That information includes multi-company consol-idation account, financial statement type, and source and appli-cation of funds type. These types are used to generate elevenpre-defined financial ratios for reporting and graphing, makingit easier to manage your operation.

FLEXIBLE ACCOUNTS FORMATS

Progression's Account Format allows you to define the G/Laccount number to identify main account, sub-accounts or profitcenters, and responsibility centers or departments. Set up finan-cial entities in G/L by combining up to 36 different ranges ofprofit centers and departments. This feature enables you todefine specific segments of your business such as sales territo-ries, divisions, and plants for comprehensive financial reporting.You can then run reports for each individual entity.

STREAMLINED TRANSACTIONS

Manually post journal entries and generate counter balancingentries and automatic distributions, or set up entries to be auto-matically reversed in the next period. Also, you can assignsource codes to your entries, to make cross-referencing easy andto document each unique journal entry. In addition, you can setup recurring journal entries with fixed or variable amountsassigned to those transactions. G/L enables you to set up auto-matic distribution codes for your system, allowing you to definewhere a single transaction should be distributed.

COMPREHENSIVE BUDGETING AND COMPARATIVES

Progression's G/L also has budgeting capabilities where youcan maintain up to 99 revisions per year for as many years asyou choose. G/L also contains a comparative file. This fileallows you to keep account period balances for an unlimitednumber of years to monitor your company's growth and success.

CUSTOMIZED REPORTING

Progression's G/ L not only generates your financial reports,but also allows you to customize report formats to meet yourcompany's analytical requirements. G/L provides several power-ful financial reports with controls to allow you to dictate theformat. You also have the ability to define and manipulate bothrow layouts and column controls.

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MAS1037-032509 ©Copyright 2002 ® Exact Software North America is a registered trademark of Exact Holding. All products and publications are trademarks, registered trademarks, service marks, or products of theirrespective companies.

EASY CONSOLIDATION

If your organization manages accounting operations for cen-tralized or decentralized offices, or for one of the subsidiarycompanies, G/L will merge those transactions together,enabling you to produce consolidated financial statements. Theconsolidation account number for the parent company mayeven be different from the subsidiary company. G/L also givesyou the ability to consolidate on a percentage of ownership andto only include transactions by subsidiary through a specificdate for each subsidiary.

DATA ACCESS

As throughout the Progression Series, extensive drill downcapability allows you to drill down to an original transaction.This ability to easily trace transactions enables you to quicklypinpoint the information necessary to make good decisions.

MORE INFORMATIONFor more information on how to put the power of Exact Soft-

ware North America to work in your front office and missioncritical back office, call today:

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Exact Software North America800 Brickstone SquareAndover, MA 01810Tel: 888.877.5126Fax: 978.474.9317Sales: 800.468.0834 ext 550

Boston, MA Cambridge, ONColumbus, OH Houston, TX Los Angeles, CAOrlando, FLSan Francisco, CA

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WITH ITS SEAMLESS INTEGRATION WITH OTHER PACKAGES, PROGRESSION’S VERSION 7.6 BANK BOOK (B/B)

ENABLES YOU TO RECONCILE YOUR CASH ACCOUNTS WITH YOUR BANK STATEMENT. PROGRESSION’S BANK

BOOK ALSO GIVES YOU INFORMATION ABOUT YOUR COMPANY'S CASH FLOW TO ALLOW FOR BETTER FINAN-

CIAL PLANNING.

Effective cash management is critical to the success of anybusiness. Progression's Bank Book (B/B) module manages andreconciles all of your cash accounts, giving you informationabout your company's cash flow and empowering you to makemore proactive decisions. Progression's B/B will also allowyou to transfer cash between cash accounts and maintain cashaccounts in multiple currencies when used in conjunction withProgression's Currency Manager (C/M) module.

RECEIVING CASH

When your company receives cash, you have the option ofentering it into the system in three ways: as a prepayment inOrder Entry (O/E), directly against a customer account inAccounts Receivable (A/R), or as part of a deposit ticket inBank Book. This flexibility enables Progression to take controlof your cash receipts regardless of how your company receivesits income.

SPENDING CASH

In addition to receiving cash, checks generated in AccountsPayable (A/P) and Payroll (PR) are recorded in B/B. Thisallows Progression’s Bank Book to monitor all outgoing trans-actions facilitating cash management and account reconcilia-tion. You also can enter bank transactions such as servicecharges and interest earned directly into Progression’s BankBook to ensure complete accuracy.

CASH MANAGEMENT PLANNING AND REPORTING

Progression’s Bank Book allows you to monitor your compa-ny's cash position by report and online. Planned receipts anddisbursements may be entered in the Cash Flow Transactionapplication, allowing you to plan transactions before they actu-ally occur. This provides a more accurate interpretation of yourfuture cash position.

CENTRAL ACCESS TO CASH BALANCES

You can view any cash account you have in Progression fromwithin Progression’s Bank Book. This inquiry displays reconcil-iation information, along with book value, bank value, currencycode and bank information. With Progression's Bank Bookpackage, you can streamline your cash management planningprocess to improve the efficiency and operation of your busi-ness.



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Bank Book allows you to transfer funds, apply bankcharges, and other cash functions to keep your financialreports accurate and up-to-date.





PROGRESSION'S VERSION 7.6 ACCOUNTS RECEIVABLE (A/R) COMPREHENSIVELY TRACKS BOTH BALANCE FOR-

WARD AND OPEN ITEM CUSTOMERS AND MAINTAINS A DETAILED CREDIT HISTORY FOR EACH CUSTOMER.

The Customer File enables you to maintain defaultinformation to streamline your invoices and order entryprocess.

Today, it is critical to manage your customers' activity andcredit to ensure high customer service levels and maximizecash flow. You can achieve the highest level of performanceby installing Progression’s Accounts Receivable (A/R) packagefrom Exact Software North America.

A/R maintains vital credit information that provides you withdetailed payment information like average days to pay, and fullaccount history.

A/R tracks both open item and balance forward customersand produces monthly statements. You can also generate Cus-tomer Aging Reports using up to four user-defined aging peri-ods. It records customer invoices or sales transactions and, forthe service sector, A/R produces service invoices. And, A/Rhandles multiple bank accounts and can easily apply paymentsto open items.

Take your accounts receivable beyond cash flow manage-ment. Manage, calculate, and collect your company's receiv-ables with the utmost in financial accountability with Progres-sion’s A/R.

INCREASE PRODUCTIVITY

Above and beyond normal A/R activity, you may need toprocess multiple receivables on a regular basis. Use the Recur-ring Sales Processing to generate these transactions.

Users have two options in defining the frequency of recurringinvoices. You can issue them on a specific day of the month(15th or 30th of each month), or every "so many" days (forinstance, every 14 days, or every 30 days).

SERVICE INVOICES

This feature, beneficial for any service-oriented company,allows you to create and generate invoices for pre-defined ser-vices. Maintain the Service File to define standard services,unit of measure, Sales G/L account, and track sales history. Ifjobs are assigned during service invoicing, the sale is posted tothe job history system for job cost analysis. A/R ServiceInvoicing setup allows the selection and location of 50 fields ofinformation so you can generate your own customized invoiceforms.

EFFICIENT CASH RECEIPT MANAGEMENT

A/R's Cash Receipts Processing application supports multiplecash accounts and stores customer payment information. Anopen invoice worksheet may be printed upon request, showingopen invoices for selected customers before you actually beginentering cash receipts.

You also have the opportunity to select non-A/R cash whenyou receive a payment that does not affect the total of yourreceivables.

Multiple cash accounts are supported in A/R. The programwill automatically prompt you for each new cash receipt trans-action keyed to the same account number.

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Using this feature, you can apply a credit memo, debit memo,or unapplied payment to the same invoice. It also allows you toapply one credit memo or payment to several different invoic-es.

QUICK ACCESS TO CUSTOMER DATA

Access all open items dated for any customer through A/R'sCustomer Account Inquiry.

You can view accounting information by Customer or Docu-ment number. Specify a starting date and the order in whichyou wish to see the information (date order or apply-to order).Click a button to access Customer File information, or anotherbutton to view this customer's credit history.

FLEXIBLE FINANCE CHARGES

A/R will automatically calculate finance charges. You mayalso enter them manually, if necessary. To automatically calcu-late, simply specify in the A/R setup two finance charge per-centages along with dollar cut-off levels, aging method, andgrace period.



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SAVE TIME AND MONEY-PROGRESSION’S VERSION 7.6 ACCOUNTS PAYABLE(A/P) HELPS YOU TO IDENTIFY THE

BEST TIME TO PAY BILLS, TRACK DISCOUNTS AND EXPENSES, AND MAINTAIN CLOSE RELATIONS WITH YOUR

VENDORS.

Maintaining your company in good standing with your ven-dors is critical in ensuring the continued flow of raw materials,supplies, and services into your company. Ensure there are nodisruptions to this critical function, while effectively managingyour cash flow with the Progression Series Accounts Payable(A/P) package.

You'll save time and more efficiently manage vendor relation-ships with this comprehensive package. You can track newpayables, credit memos, prepaid expenses, cancellations, andadjustments in A/P.

A/P enables you to save your company money. A Pre-CheckWriting Report ensures that you are aware of and can takeadvantage of early discounts.

TRACK VENDOR INFORMATION

Use the Vendor File to store information on all companiesand individuals from whom you purchase materials, supplies,and services.

And, like other Progression Series modules, A/P features anextensive notes system. An unlimited number of notes may berecorded about general A/P information (reference notes, pay-ment information, etc.) and accessed from any Vendor Filerecord. In addition, an unlimited number of notes may beattached to each individual vendor's record.

The Vendor File also contains information such as the vendor'sname, address, telephone number, federal 1099 information, andcredit terms. You can also individually code vendors to reflectspecific discounts.

FLEXIBLE VENDOR INVOICE TRACKING

A/P automatically calculates due dates, discount dates, anddiscount amounts for all A/P transactions. And the invoiceamount can be distributed to an unlimited number of G/Lexpense accounts and job numbers.

You also have the opportunity to enter vendor credit memos,cancellations, adjustments, and prepaid expenses giving youtotal control over your payables.

When you need a summary of the new payables, simply printyour transactions and edit as necessary. Then, when you'reready, post the new transactions to the A/P Open Item File.

EASY CHECK RECONCILIATION

Easily and quickly reconcile your A/P checks against yourcompany's bank statement. You also have the option to print theA/P Check Reconciliation Report which shows paid and/orunpaid checks through any reconciliation date. You'll find thisfeature is a real time-saver.

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The Progression Series Accounts Payable modulestreamlines transaction entry or analysis of vendor perfor-mance by storing all pertinent data in one easy accessibleplace..


STREAMLINED RECURRING PAYMENTS

In addition to normal payables activity, many companies needthe option to add payables which are due on a recurring basis.By using the recurring voucher processing feature of A/P, youcan turn these bills into easy-to-maintain business transactions.

WHAT DOES IT ALL MEAN?

In addition to all of the features just mentioned, you can printvendor labels and graph A/P data in two different graphical for-mats. Vendor and account information can be displayed on-screen with the click of a button, and Vendor Performanceinformation is just a report away. But what does all of thismean to you?

It means that your company doesn't have to miss taking dis-counts; that you can track and manage vendors with poor per-formance; that bills which occur on a recurring basis (such asrent, electricity, etc.) can be handled easily; and that checkprinting problems can be reduced to a minimum.

All in all, it means that your Accounts Payable functions justgot easier with V7.6 Progression Series A/P!



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WHETHER YOU HAVE INTERNATIONAL VENDORS, CUSTOMERS, OR SEPARATE DIVISIONS BASED ABROAD, PRO-

GRESSION'S VERSION 7.6 CURRENCY MANAGER (C/M) IS A FLEXIBLE AND ROBUST SOLUTION TO MEET YOUR

NEEDS.

Currency Manager provides Gain/Loss accounts for A/R,A/P and cash for each currency to make your analysis moreprecise.

With the rapid growth of global opportunities, Progression’sCurrency Manager (C/M) can provide your business with theability to easily do business in multiple currencies.

FULLY INTEGRATED

Whether you are tracking purchases or sales, Progression'sCurrency Manager interfaces with the Progression GeneralLedger (G/L), Accounts Receivable (A/R), Accounts Payable(A/P), and and Bank Book (B/B) packages to provide you withthe exchange rate information you need to keep you on top ofyour international operations.

UNLIMITED CURRENCY CODES

A currency Code is a 3-character code that signifies whichcurrency code is being used. With Progression's C/M moduleyou can have an unlimited number of currency codes whenprocessing your business transactions. When entering each cur-rency code you also enter the gain/loss accounts for cash, A/Rand A/P. Those accounts will then be used whenever a transac-tion is entered for that particular currency code.

FLEXIBLE TRANSACTIONS

Progression’s C/M is a flexible and robust solution to pro-cessing transactions internationally with complete accuracy.The transactions recorded in Accounts Receivable (A/R) andAccounts Payable (A/P) will be recorded in their native curren-cy, i.e. the currency of the country in which the vendor or cus-tomer is located.

When those transactions are posted to G/L, they are convert-ed into your home currency, i.e. the currency of your corporate

headquarters, or in other words, the currency in which you pro-duce your financial statements.

Progression’s C/M performs that calculation for you and main-tains the appropriate gain/loss accounts for each currency code.

MANAGING EXCHANGE RATES

Currency Rates allow you to specify the rate and the effectivi-ty date for each currency code on file. This exchange rate, theNative to Home rate, is the value Progressio’s C/M will usewhen converting transactions from native currency to yourhome currency. You then have the ability to impact yourgain/loss accounts by running revaluation for those modules.Progression’s C/M will also maintain a history of your revalua-tion to help you determine whether price changes in variouscurrencies are needed based upon their gains and losses.

Progression’s C/M also stores pricing and costing informationin foreign currencies so that you can accurately share that infor-mation at order entry and purchase order time.



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PROGRESSION'S VERSION 7.6 ASSETS AND DEPRECIATION PACKAGE TRACKS YOUR ASSETS FROM ACQUISITION

TO DISPOSITION. THIS PACKAGE OFFERS A WIDE RANGE OF TRADITIONAL DEPRECIATION METHODS AND

ALLOWS YOU TO COMPARE THE RESULTS OF DIFFERENT DEPRECIATION METHODS SO YOU CAN CHOOSE THE

BEST METHOD FOR YOUR NEEDS

Progression's Assets and Depreciation module allows you tokeep track of your fixed assets and calculate the depreciationcosts of those assets.

Progression also gives you comparisons of the differentdepreciation methods so you can choose the best method foryour needs.

INTEGRATION

Assets and Depreciation integrates with Progression is Gener-al Ledger by posting depreciation expense and accumulateddepreciation each period saving you valuable time. A Depreci-ation Register created from the posting shows the posteddepreciation totals and the general ledger accounts used.

LOADING ASSETS

If you are converting to Progression from a manual system oranother computerized system, this package will give you theability to store simple or detailed information about your assetsthat have been depreciated through the current period. Storeinformation about the acquisition of assets, where it is located,the department responsible for the asset, and specific deprecia-tion calculation information to name a few.

DEPRECIATION METHODS

Progression calculates the amount of depreciation and theamount of investment tax credit. Assets and Depreciation incor-porates the most current federal tax depreciation method: theModified Accelerated Cost Recovery System (MACRS),Straight Line, Accelerated Cost Recover System, Declining Bal-ance, Modified ACR, Sum of Years Digits, and Units of Depre-ciation. Assets and Depreciation supports multiple ReportingEntities for greater flexibility.

SWITCHING DEPRECIATION METHODS

Progression allows you to switch from an accelerated depreci-ation method to the straight-line method midway through thelife of an asset. This yields a greater depreciation cost for theremainder of the assets life, and it increases the rate of costrecovery.

REPORTING ENTITIES

A reporting entity is a unique set of data about your company'sassets. You may track your assets for several different purpos-es: federal taxes, corporate bookkeeping, and local propertytaxes; for each of these purposes, you may need to use a differ-ent depreciation method. This necessitates keeping a differentset of data (a separate reporting entity) for each asset.

Progression's reporting entities rectify any of the followingtypes of situations:

• Your state does not allow depreciation by MACRS or

Accelerated Cost Recovery System (ACRS) methods.

• Adjusted Current Earnings (ACE) applies to your depre-

ciation needs.

• You are depreciating some assets with the MACRS

method and an Alternative Minimum Depreciation entity.

(Progres sion allows you to specify an entity as an Alter

native Minimum Depreciation entity).

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Load and maintain your assets.


• Local property taxes affect your depreciation costs.

UNITS OF PRODUCTION

The Units-of-Production Processing option prepares assetsthat use the Units-of-Production depreciation method for thedepreciation calculations. Use it once every accounting periodat the end of the period. If the accounting periods for yourreporting entities differ, you can calculate depreciation at dif-ferent times for different entities. Progression's Assets andDepreciation application allows you the flexibility to do this.

ASSET SEPARATION

The Asset Separation Processing option allows you to sepa-rate one or more individual assets from a group asset. You canthen depreciate that asset separately. For example, if youbought a hundred chairs, you could enter them as a groupasset: Chairs. Later sell 25 of the chairs. To show correctdepreciation for all 100 chairs, you must show two assets:Chairs and Chairs-25. You do this by entering a new asset forthe 25 chairs.

ASSET DISPOSITION

Disposition transaction records include the assets description,the date of disposition, the salvage value, and the ITC recap-ture amount.

TRANSFERRING ASSETS

This package allows you to transfer assets from one locationand/or division to another by changing the Location and/orDivision fields.

REPORTING DEPRECIATION TO THE IRS

The IRS 4562 Worksheet emulates the IRS 4562 form, whichis the form that you use to report depreciation to the InternalRevenue Service. This report will give you the information youneed so you can fill out the IRS 4562 form quickly and accu-rately.

TAX BREAK ANALYSIS

The Depreciation Method Comparison Report gives you apicture of what the depreciation of an asset will look like usingdifferent depreciation methods. It will show you what kind oftax break you will receive with each method shown.

DEPRECIATION INQUIRY

Progression Asses and Depreciation package allows you toview detailed information about an asset transaction from theDepreciation History screen. Period to date, last period, yearto date, last year and life to date information are also availablewith the click of a button. General ledger account informationfor each of the historical transactions are also available in oneconvenient screen.

POWERFUL REPORTING

Spreadsheets that track depreciation methods can seldom giveyou the informative reports that you need. Progression's Assetand Depreciation package offers bonus and expense reports,cost reconciliation, investment tax credit and depreciationmethod comparison reports to name a few.



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Depreciation History and associated GeneralLedger Entries.




IF YOUR BUSINESS IS INVOLVED IN DISTRIBUTION OR LIGHT OR EXTENSIVE MANUFACTURING, YOU NEED A BILL

OF MATERIAL PROCESSOR THAT CAN EFFECTIVELY MANAGE MULTI-LEVEL PRODUCT STRUCTURES. PROGRES-

SION'S BILL OF MATERIAL (BOM) CAN FILL THAT NEED.

The Visual Bill Builder is a powerful tool that enablesyou to create, modify, delete, and manage your productstructures in a visual environment using powerful dragand drop technology

A strong bill of material processor can help manage and ana-lyze the components and products your company produces.Progression’s Bill of Material (BOM) module gives you thosefeatures. Plus, BOM is extremely flexible, incorporating pow-erful visual tools that integrate with Shop Floor Control (SFC)and Production Order Processing (POP) modules.

PRODUCT STRUCTURE FILE MAINTENANCE

BOM's Product Structure File Maintenance establishes thelink between a single inventory item and the components thatcomprise the finished good. BOM's Product Structure Fileoffers you some distinct benefits, like Reference Designators.Each component includes a Reference Designator which allowsyou to detail exactly what it does and where it can be found.You also have the option to print Reference Designators onBOM's Indented Report or on production work orders. Plus,you can choose to display Reference Designators in the viewfunction to quickly access information for further reportingpower.

A product structure is created by specifying the relationshipsbetween pairs of items where one is a parent (an item that is

assembled with other components). A parent will have relation-ships with one or more component items. The same componentsmay be used in many different assemblies within your manufac-turing facility to construct different parent items. You specifyeach component-parent relationship in the Product StructureFile. A Parent/Component Search feature available throughBOM enables you to easily locate existing components for aspecific parent item at that parent's level only.

BOM also provides you with the ability to define how muchof each component is normally scrapped (shrinkage and/or scrapfactor), allowing you to be more accurate in estimating compo-nent usage.

In addition, BOM tracks component level effectivity dates anddefault locations for each component.

Various safeguards assure valid data. For example, BOM pre-vents you from making an item a component of itself, or fromusing an item that is not defined in the Inventory Management(I/M) package.

FEATURE/OPTIONS CONFIGURATION

There may be times when you find it appropriate to configurea product to meet a customer's unique requirements. The Fea-ture/Options Configuration application enables you to establishthese rules-based configurations for use in the order entryprocess.

This BOM application also enables you to analyze the features(or parent items) along with options (or components). This givesyou the flexibility you need to configure your products with allof the options a customer may need. Plus, Feature/Options Con-figuration enables your system to maintain top-speed perfor-mance by eliminating the necessity to specify a separate bill foreach minor option your company offers on an individual prod-uct.

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BILL OF MATERIAL VIEW

BOM's View function allows you to easily display the bill ofmaterial for any specified item. There is an option to "blowthrough" phantom items, showing components that are eitherstocked or controlled, with the first level displaying compo-nents normally stocked. You can also optionally display obso-lete or forecasted items, along with the Reference Designators.

SUMMARIZED BILL OF MATERIAL

The Summarized Bill of Material details all the componentsof a specified parent. It is called "summarized" because eachcomponent is shown only once, summarized by quantity-required (per this parent). This summary detail drills down tothe lowest level that the component appears in the parent'sstructure. This is the classical parts list where each part is listedonce along with the total quantity required to make one parent.One, a few, or all parent items may be selected to print on thisreport. You also have an option to print only purchased itemsor a summary to limit the level of components.

COSTED BILL OF MATERIAL

This feature allows you to print a Costed Bill of Material forany range of parent items you select.You also have the optionto choose whether or not to update the I/M Item/Location File'slast, standard, or average cost. This update option only appearswhen the inventory cost method is last, standard, or average.

GROSS REQUIREMENTS REPORT

BOM provides the ability to analyze how future orders forparent items will impact inventory levels. Select a quantity of aparent item or items, and print a report showing componentrequirements at all levels. At the same time, the report displaysinventory status information to compare component require-ments to what is currently available and on order.

POWERFUL VISUAL BILL BUILDER

The Visual Bill Builder is a powerful tool that enables you tocreate, modify, delete, and manage your product structures in avisual environment using powerful drag and drop technology.You can view your Bills of Material in a number of differentformats.



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PROGRESSION’S VERSION 7.6 PRODUCTION ORDER PROCESSING (POP) PACKAGE PROVIDES A COMPREHEN-

SIVE YET EASY TO USE PLANNING AND EXECUTION SOLUTION IF YOUR BUSINESS IS INVOLVED IN SALES KIT-

TING, LIGHT ASSEMBLY, REPETITIVE MANUFACTURING, OR IF YOU ARE TRANSMITTING IN THE FUTURE TO A FULL

ERP SYSTEM.

What makes Progression streamlined manufacturing solutionspecial is the different ways it can be used to support youroperations and the different sized companies it can accommo-date.

For very small companies and those running with minimalstaff, the entire process of taking a sales order, creating multi-ple levels of dependent production orders, and recording multi-level completions can be accomplished in only three transac-tions. Yet, the system can also be used by much larger firmswith discrete responsibilities in customer service, materialsmanagement, production planning and control. And it is para-meter driven to allow tailoring of the system to fit your uniqueenvironment.

The key is that Production Order Processing is a flexiblemanufacturing planning and execution system that supportsmultiple business environments, company sizes, and types ofindustry.

SEAMLESS INTEGRATION WITH OTHER MODULES

Progression’s streamlined manufacturing solution integratesyour production needs by allowing you to pull a productionorder from Order Entry (O/E), copy one from Material Require-ments Planning (MRP) or enter one manually. If you are notusing MRP, you can manually create orders, or consolidate O/Eorders using an order advice file that calculates the demand of amanufactured item over a user-defined set of periods. Lowerlevel manufacturing orders can also be created for dependentmaterial using item settings. With POP, you can tie Productionto Customer Demand, Inventory Transactions, and GeneralLedger (G/L) Accounting Entries for inquiry and reporting pur-poses.

VALUE-ADDED COST MAINTENANCE

POP's Value Added Cost Maintenance File allows you todefine numerous cost types to represent value added costsapplied during production. These include units of measure, costper unit of measure, and multiplication factor. These valueadded costs can then be associated with a manufactured parent.This provides you additional breakdown of costs that have tradi-tionally been posted to a work-in-process (WIP) varianceaccount. This provides further granularity that impacts thereporting of cost of goods sold and cost of expenses within yourincome statement.

DETAILED PRODUCTION ORDER INQUIRY CAPABILITY

POP takes advantage of Progression's extensive drill-downcapabilities. The Production Order Inquiry links informationabout production orders with information related to their source,component makeup, and transaction generation. Several com-ponents of this inquiry are also used in other Progression mod-ules. Drill-down push buttons allow you to drill-down andaccess multi-level standard and captured costs, customer order,reported production, and dependent order information.

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Production orders can be viewed and rescheduled in agraphical user interface that makes scheduling scenar-ios and dependencies much easier to manage.


THREE OPTIONS FOR PROCESSING ORDERS

You can enter production orders three ways in POP. POP canpull orders from Progression O/E, you can copy orders fromMRP, or you can enter orders manually.

When you enter orders manually, you specify the quantityand due dates for the item being produced. You can manuallycreate a production order by viewing records in the ProductionOrder Advice File. Simply click on a line item and period inthe Production Order Advice File to create a production order.You can also release and print production orders in one step.

A Production Advice Report prints a report showing backo-rder amounts per manufactured item and optionally providesdetailed backorder information per customer order. Use thisreport to determine item quantities when entering reports man-ually.

Once unreleased production orders are created, the user cangenerate a Production Order Schedule Report that lists all pro-duction orders in start date sequence so that the productionplanner knows what orders to release and work on each day toensure timely completion and delivery to the customer. Thereis also a Visual Scheduler that allows the planner to visuallysee the load on the shop floor and reschedule productionorders to take into account changes in schedule or capacityusing drag and drop.

Once units are completed, POP uses a backflush transaction toupdate raw materials and finished goods inventory. The user canenter additional transactions to account for scrap and excessusage. The POP backflush also includes the Value Added Coststo ensure that these costs are included in the cost of the finishedgoods.



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WITH PROGRESSION'S VERSION 7.6 MASTER SCHEDULING (M/S), THE AVAILABLE-TO PROMISE AND ROUGH CUT

CAPACITY FUNCTIONS HAVE BEEN GREATLY ENHANCED TO SERVE A TRUE MASTER SCHEDULING FUNCTION

WITH MULTIPLE WHAT IF SCHEDULES.

Progression’s Available-to-Promise Inquiry provides on-line and current Available-to-Promise information for indi-vidual inventory items as an aid to order process and/orsales personnel

Master Scheduling (M/S) makes a statement of what thecompany expects to manufacture. It reflects the overall, long-term production plans, taking into account the company's salesforecast, material availability and plant capacity. Progression'sMaster Scheduling allows you to closely manage the criticalfew indicators which, in turn, drive the material and productionplan of your remaining items.

AVAILABLE TO PROMISE INQUIRY

Progression's Available to Promise Inquiry is one of the mostadvanced and comprehensive systems available. It provideson-line current Available To Promise (ATP) information forindividual inventory items and is a powerful tool to aid orderprocessing, sales personnel and production planning. It virtual-ly eliminates manually reviewing the master schedule requiredby other systems.

Included in Distribution M/S ATP allows Computer PlannedOrders, Firm Planned Orders, Shop Floor Orders and ForecastOrders to be included.

FLEXIBLE MASTER SCHEDULING

Progression's Forecast Order applications in Master Schedulingallow users to quickly enter and maintain their Sales Forecast.Progression's separate Forecast Orders File enables users tomanipulate the forecast without affecting the schedule until theforecast is merged into the master schedule. For added conve-nience, sales forecast orders can be changed, deleted and copiedforward using the Forecast application. Additional features ofthe Forecast application include:

• The Forecast Order Entry application allows users to enter

forecasts for finished goods, replacement parts, and com-

ponents.

• Copy and distribute functions are also included within the

Forecast Order Entry applications, facilitating the ongoing

maintenance of the forecast.

• If the Material Requirements Planning (MRP) is in use,

forecast orders will be merged into MRP and used to drive

requirements.

• Once entered, sales forecast data can be examined, adjusted

and used for What If Forecasting.

WHAT IF SCHEDULES

Master Scheduling allows three separate schedules to be main-tained to do What If analysis. Each one of these schedulesallows analyst’s of load vs. capacity using rough cut capacityplanning. It also allows flexible period based demand vs. supplyanalysis. All the Progression reports and inquiries will allowreporting against any one of the What If master schedules.

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ENHANCED ROUGH CUT CAPACITY INQUIRY

Progression's Rough Cut Capacity Inquiry application providesthe ideal link to show how the Master Schedule will utilize thecapacity of your company, and whether or not the currentSchedule is feasible within its current capacity. This uniqueinquiry works as a feedback to management and to the masterscheduling process. The Rough Cut Capacity Report issequenced by work center within departments and shows avariety of information, including Machine or Labor Hours,Capacity Hours versus Scheduled Hours, and net VarianceHours.

M/S can be integrated with Production Order Processing (POP)and Shop Floor Control (SFC). It easily lets you see whichwork centers are over-scheduled and which work centers areunder-scheduled, helping you manage and maximize produc-tion.

Reports and Inquiries Include:

• M/S by Period Report/Inquiry

• M/S Detail Report/Inquiry

• What If Comparison Reports

• Rough Cut Capacity Report/Inquiry

• Forecast Consumption Report/Inquiry

MORE INFORMATION

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PROGRESSION'S VERSION 7.6 MATERIAL REQUIREMENTS PLANNING (MRP) MODULE IS THE IDEAL SOFTWARE

FOR THE SINGLE-SITE MANUFACTURING AND MULTIPLE WAREHOUSE OPERATION. ADVANCED MRP FUNCTION-

ALITY STREAMLINES YOUR MANUFACTURING/WAREHOUSE OPERATION AND ORDERING. PROGRESSION’S MRP

MODULE INCORPORATES NEW FUNCTIONALITY TO MAKE MRP A MORE VISUAL AND INTERACTIVE PLANNING

TOOL.

MRP gives you the ability to view exceptions, instantly changeorder quantities, and generate replenishment orders from onescreen.

New MRP functionality also improves on-line pegging withdrill downs to the source of demand or supply. Plus, the con-version of Computer Planned Orders (CPO) to Shop Orders,Production Schedules, and Purchase Orders has been stream-lined making it easier for you to track and expedite orders.

UNLIMITED MRP LOCATIONS

MRP easily lets you incorporate netting against unlimitedlocations with the ability to select one or multiple locations,including, the ability to instantly view Receiving and Inspec-tion locations.

AUTOMATICALLY GENERATE REPLENISHMENT ORDERS

Replenishment Orders such as Production Orders and ShopOrders, can be created automatically from both Firm PlannedOrders and Computer Planned Orders. Purchase orders canalso be generated automatically based on MRP's recommenda-tion.

PEGGING

Progression's unique pegging feature provides a history ofpegging information, allowing you to track difficult informationthrough the path of orders and product structure, to higher levelrequirements. This is possible through an on-line, interactiveprocess and through the various reports.

ADVANCED REPORTS AND GRAPHS

Information and reporting is instantly available with MRP'sadvanced reporting capabilities. In addition MPC's advancedgraphing capabilities provide you with easy-to-read visual rep-resentations of your manufacturing information.

MRP REPORTS

• Valued Projected Inventory Balance Report

• Exception Report

• MRP Inventory Aging Report

• Net Change Comparison Report

• Pegging Report

• Period Report

• Purchase Request by Vendor Report

• Value Projected Inventory Report

• What If Comparison Report

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SERIAL/LOT EFFECTIVITY

You also gain the capability to incorporate Serial/Lot effec-tively in MRP. Progression's advanced Material Planning willvalidate Serial/Lot expiration dates while netting on-handinventory quantities.

HIGH PROBABILITY QUOTES

Customer quotes with a high probability of becoming orderscan be easily included in your MRP planning and financial pic-ture.

MATERIAL PLANNER

With the Material Planner, you can view specific exceptions,or a group of exceptions, triggered by the regeneration. Thisprovides the buyer/analyst an interactive environment to notonly view the exceptions, but also be able to take action onthose exceptions. All this is done through a single interface.This single interface will also allow computer planned ordersto be converted to purchase orders very efficiently. Wherethere is a need to expedite an order or change the quantity, theplanner allows you to change them on your request one at atime or in a group.



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PROGRESSION'S VERSION 7.6 QUOTING AND ESTIMATING PACKAGE PROVIDES YOU WITH THE FLEXIBILITY TO

CREATE A QUOTE/ESTIMATE FOR EITHER AN EXISTING CUSTOMER OR PROSPECTIVE ONE OR FOR EITHER AN

EXISTING INVENTORY ITEM OR A NON-INVENTORY ITEM. PURCHASING AND MANUFACTURING INFORMATION

IS AT YOUR FINGERTIPS TO HELP YOU MAKE DECISIONS WHILE YOU STILL HAVE THE CUSTOMER ON THE PHONE.

A very flexible user-friendly spreadsheet interface allows fieldsto be turned on or off and dynamically calculates material, labor,overhead, and outside processing costs

Whether you are a distributor that provides quotes to differentcustomers or a manufacturer that quotes every job on a case-by-case basis, Progression's Quoting and Estimating package isright for you.

A very flexible interface provides you with all the informa-tion required in order to give your customer a very timelyquote/estimate. Changes to your quotes can be tracked byusing revision numbers that can later be converted into salesand manufacturing orders. You decide what level of detail youwant to provide on your estimate. All your reporting needs willbe satisfied by the various integrated Crystal reports that areprovided with this package.

INTEGRATION

You can quote any combination of material, labor, overhead,outside, and service costs to create a quote/estimate. In addi-tion to established customers, Progression's Quoting and Esti-mating package allows you to add and track quotes for yourprospects without adding them as an established customer. Itinterfaces to Progression’s Order Entry (O/E), ProductionOrder Processing (POP), and Shop Floor Control (SFC) pack-ages.

MATERIAL COSTS

Material costs can be calculated by copying an item's Bill ofMaterial (BOM) or by adding other material to it. Anotheritem's BOM can also be copied as material to build your esti-mate. Both existing inventory items and non-inventory itemscan be used in the quoting process.

In addition to the cost of your item, you can also mark-upyour material costs to compensate for shipping and other mater-ial handling charges. If Progression's price code tables are in usefor the item being quoted, price breaks for various quantities areincorporated into the final quote/estimate.

LABOR COSTS

Labor costs can be calculated by copying a sequence of oper-ations from an existing routing or by adding your own. You canalso copy the processing steps of a similar item in its entirety oruse just certain operations in creating the new quote/estimate. Ifonly POP is in use, labor costs are calculated by including thevalue added cost components assigned to labor. Similar to mate-rial costs, labor costs can also be marked up when and whereappropriate.

OVERHEAD OR BURDEN COSTS

Overhead costs are calculated based on either the work cen-ters in SFC where work is performed or by using the valueadded costs assigned for overhead in POP for that item. Wherework centers are used, overhead can be calculated using a num-ber of calculations. These include overhead calculations usingamount or percent of labor and machine hours.

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OUTSIDE PROCESSING COSTS

As more and more services are being outsourced to gainmanufacturing and cost efficiencies, these costs continue to bean important part of your quoting process. Progression's Quot-ing and Estimating package gives you the ability to incorporatevendor related service costs as a part of your estimate. Onceagain, these costs can be marked up from cost to account forshipping and handling charges by vendor.

MANUFACTURING AND PURCHASING HISTORY

Both manufacturing and purchasing history is available tothe estimator during the quoting process. If manufacturing his-tory is required, the manufacturing cost break down in terms ofmaterial, labor, overhead, and outside costs are available alongwith unit manufacturing cost. If purchasing history is required,in addition to vendor contact and contract pricing information,purchase quantities with their unit costs are also available tothe estimator to make an informed decision.

WHAT-IF MULTI-QUANTITY COST ANALYSIS

The Quoting and Estimating package allows you to performwhat-if analysis by adding an unlimited number of other possi-ble quantities to provide the customer with the best value. Aspreadsheet interface dynamically calculates the unit cost forvarious what-if quantities defined, spreading the fixed costsacross the quote quantities. This provides you with a powerful

tool that will help earn your customer's business while provid-ing the estimator with the required visibility over costs to main-tain the target level of profitability.

INTEGRATION TO THE SALES AND MANUFACTURINGPROCESS

Once an estimate has been accepted by the customer, thequote/estimate can be converted into both sales orders and man-ufacturing orders. Manufacturing orders can be created in eitherSFC or POP based on where you decide to manufacture the newitem.

In addition to creating the relevent orders, QE optionallyallows you to create new items and corresponding Bills ofMaterial within the various Macola ES packages.


ware to work in your front office and mission critical backoffice, call today:

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The quote/estimate summary allows you toget a comprehensive look at your major costdrivers and provides detail by material, labor,overhead and outside costs

Exact Software

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PROGRESSION'S VERSION 7.6 STANDARD PRODUCT ROUTING (SPR) PACKAGE HANDLES THE CREATION, MAIN-

TENANCE AND REPORTING OF DATA THAT DESCRIBES OPERATIONS, OUTSIDE PROCESSES, TOOLS AND NOTES

USED IN PRODUCING A PRODUCT.

Entry and editing of routing date is interactive. Pointerrecords (to general routings), Operation, Outside ProcessOperation, Tool and Note records may be added to an oper-ation record to clearly define the routing for the benefit ofthose on the shop floor.

Progression's Standard Product Routing (SPR) module is ori-ented toward any size make-to-stock manufacturer, but it alsohas the inherent flexibility to be used in job shops where jobstend to be similar to earlier jobs.

SPR standardizes manufacturing routings, the informationthat describes the path a product follows on the shop floor as itflows through the production process. SPR routings are used inthree valuable ways.

Sequencing Work - On the shop floor, in the form of shoppackets, to describe the sequence of manufacturing operations,how the operations are to be performed, the type of machinerequired, the tools to be used, etc.

Scheduling - In production planning to calculate manufactur-ing lead-time and organize work center loads.

Costing - In production control and accounting, to set-up con-trol records to trace the progress of the shop order and accumu-late actual vs. planned costs. This is using SPR in conjunctionwith other Progression packages, such as Standard Costing(S/C), Shop Floor Control (SFC) and Manufacturing CostAccounting (MCA).

TIMESAVING FEATURES

Reduce the time required for creation and maintenance of stan-dard routings in several different ways. Create General Rout-ings to cover the operations used the most in your shop, know-ing that many Specific Routings can use the same GeneralRouting. Then copies of General Routings can be pulled intoSpecific Routings when the Specific Routings are being printedor copied into new shop orders.

Beyond the ability to incorporate General Routings into Spe-cific Routings, there is a "Same as Except" routing copy facilitywhich permits existing routings, General or Specific, to becopied into new routings where the result can be altered asneeded. This is particularly useful when large routings for twoor more items differ by only a few operations, tools or notes.You will find it far quicker and less error prone to make a fewchanges to create a new routing rather than to enter it fromscratch.

Operation Codes - Provide default values when entering oper-ations or outside process records to a routing. Particularly usefulwhen an operation or group of operations is performed at thesame work center with similar procedures, or when an outsideprocess is performed by the same vendor with similar proce-dures.

CONTROL AND CUSTOMIZATION

The SPR package includes a variety of functions from whichyou may customize a package to your operation's individualneeds. For example:

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Entry and editing of routing date is interactive. Pointerrecords (to general routings), Operations, Outside ProcessOperation, Tool and Note records may be added to an opera-tion record to clearly define the routing for the benefit of thoseon the shop floor.

Maintenance of labor and machine standards are kept at theoperation level, allowing you to easily track how many laborand machine hours should elapse during a particular operation.

For scheduling and lead-time, a percent may be specified foreach operation telling how much you wish it to overlap theprevious operation. You may also specify an overlay quantity,telling the quantity you wish to overlap from the previousoperation.

A variety of operation types including productive (most com-mon), move, outside processing, rework, inspection and alter-nate are supported. Productive operations also include optionalinformation relating to the set-up of the operation, such asmachine hours or labor hours required for set-up, as well asmaterial quantities used during set-up.

An Operation Cycle Multiple field permits standard hours tobe expressed per 1, 10, 100, 1000 operation cycles. Anotheroption permits operation cycles per hour to be established inplace of hours per operation cycle. This is yet another way tocontrol accuracy.

Automatic issues of material at specific attaching operationsallow for material planning and execution to accommodate Justin Time scheduling techniques.

Routings can have parallel paths allowing for streamlinedplanning and execution. Parallel paths minimize the number ofwork orders required to produce an end item while eliminatingunnecessary sub-assembly material movement and inventorytracking.

CREATING STANDARDS FROM HISTORY

For those companies that do not have good standards, eachrouting being used in production tracks a historical average,based on actual labor and machine hours reported in Shop FloorControl (SFC). This average can then be used to come up withthe standard. This can be done selectively, at user-defined timeintervals.

Lead-time is calculated by using the fixed and the variablelead-time elements, both stored on the Item Master File. LeadTime tracking aids in material planning. The Material Require-ments Planning package uses the planning lead-time fromInventory Item File to recommend when material should beordered. SPR helps develop quality plans that optimize yourmanufacturing execution.

MORE INFORMATION

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PROGRESSION'S VERSION 7.6 SHOP FLOOR CONTROL IS DESIGNED TO HELP MANUFACTURERS EFFICIENTLY

EXECUTE THEIR PRODUCTION PLANS AT ALL LEVELS.

Progression’s SFC is one of the most powerful tools avail-able to execute your manufacturing production plans

The Shop Floor Control (SFC) module is concerned with thedetailed management of activities and the flow of materialsinside the plant - including the workers, materials, machinesand time utilized in production. Its unique features interfacewith a number of Progression's other manufacturing softwaremodules.

Progression's SFC allows you to quickly and efficiently cre-ate shop orders and control all aspects of the order withoutentering a lot of unnecessary data. It provides you the addedflexibility to keep on top of internal or customer-drivenchanges, including changes to quantity and dates, even afterrelease.

With SFC, jobs can be used to group multiple shop orders, orif you do not require grouping, it can be easily configured tocreate jobs when Shop Orders are created.

For manufacturers producing a number of products both in amake-to-stock and custom environments, Progression's Inven-tory Management (I/M), Bill of Material (BOM) and StandardProduct Routing (SPR) modules will speed the creation of shoporders.

MANUFACTURING COST ACCOUNTING INTERFACE

Progression's Shop Floor Control requires the use of the Man-ufacturing Cost Accounting (MCA) package (formerly JobCosting).

With Progression's MCA, you have the ability to efficientlycapture costs for accounting purposes. You can post entries tothe General Ledger (G/L) for material, absorbed labor and over-head costs, post the variances between the planned and actual(applied) costs for these items directly to the General Ledgermodule.

EASY INTEGRATION WITH ORDER ENTRY

SFC makes it possible to easily create shop orders directlyfrom Order Entry (O/E) for the back-ordered quantity. Whencompleted quantity is entered in SFC, it automatically updatesthe quantity to ship in the customer order.

STREAMLINED INTEGRATION WITH MRP

Both computer-planned and firm-planned orders can be inte-grated from Material Requirements Planning (MRP) into SFC.This integration is streamlined to quickly release these orders toSFC by declaring ranges of orders to release.

SHOP PACKET

Progression's Shop Packet combines the details of the routingand the bill of material to create detailed work instructions forthe shop floor.

ADVANCED OUTSIDE PROCESSING

Progression's SFC enables you to easily create purchase ordersfrom within SFC for outside processing operations. It enablesyou to easily create an unreleased PO from within SFC, andallows the receiving function to receive directly into Work InProcess (WIP). A single PO also gives you the capability toreceive into multiple shop orders. Receiving also has the capa-bility to receive an outside process into multiple shop orders.

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ON-LINE PICKING AND DISPATCHING

Progression can increase your ability to move to a paperlessenvironment with on-line dispatchers and on-line, interactive,material picking. These two unique interfaces allow the stockroom and the scheduler to work within the system interactive-ly, without printing them.

SHOP ORDER STATUS

You can obtain complete information about the status of ashop order within seconds, at any time, by using the ShopOrder Status Inquiry. If the shop orders were brought in fromOrder Entry, you can also drill down to the source sales order.

SHOP FLOOR ACTIVITY REPORTING

Activities reported from the shop floor, machine hours, andquantity completion - are processed on-line. Labor entryprocesses have been designed to speed-up the entry process forthose sophisticated users who want to collect this data on-line,electronically, through a shop data collection system.

MATERIAL BACK FLUSH AND ISSUING

Material can be issued against a shop order using a number ofoptions:

• They could be backflushed at count point operations.

The backflush capability is through BOM and gives you

the flexibility to backflush selective material and closely

control the remaining material

• All material can be issues up front to cater to a kit

issue environment

• Material can be issued one-at-a-time for greater control

• Material can be issued out of multiple floor locations and

multiple bins. You can also issue and track items that are

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SFC




THE MOST VALUABLE ASSET OF ANY ORGANIZATION IS ITS WORKFORCE. IN SOME BUSINESS LABOR EXPENSES

CAN COMPRISE AS MUCH AS 80% OF PRODUCT COST PROGRESSION’S LABOR PERFORMANCE MODULE (L/P)

IMPROVES PROFITABILITY BY PROVIDING MANUFACTURING MANAGERS LABOR MANAGEMENT INFORMATION

SO THAT LABOR RESOURCES CAN BE DEPLOYED AND OPTIMIZED TO MEET PRODUCTION AND BUDGET OBJEC-

TIVES.

L/P Employee’s Data File maintains and tracks eachemployee’s performance against established standards.

Progression's Labor Performance package is both a laboranalysis package and a data collection package.

Labor Performance helps reduce labor costs by providinginformation on how employees are spending their time on anygiven day. The labor performance module tracks the activitiesperformed by employees and measures the productivity associ-ated with that activity.

The ability to view this information by employee, job andshop order allows supervisors to measure productivity, identifyvariances and take corrective action.

The L/P module maintains each employee's standard hoursearned and direct hours actually worked to measure productivi-ty. L/P also maintains indirect hours worked by an employeeto determine the percentage of direct hours to indirect hoursmeasuring what percentage of the employees time is utilizedperforming value added work. Total hours are tracked andcompared to standard hours earned to measure how effectivelylabor resources are being managed by manufacturing man-agers.

LABOR ANALYSIS REPORTS

• The Employee Analysis report analyzes the performance of

both the employee and the shop supervisor.

• Labor History report is used to evaluate employee perfor-

mance based on efficiency, productivity and direct hours

worked.

• Work Center Capacity report shows how efficiently particu-

lar work centers are being used to produce products.

The L/P module also acts as a data collection interface toimprove data timeliness and accuracy. The Labor Performancemodule allows users of Progression's Shop Floor Control andManufacturing Cost Accounting to integrate to time and atten-dance and shop floor data collection solutions.

TIME AND ATTENDANCE

Keeping track of employee attendance can be a challenge formanufacturers with even a moderately sized workforce. TheLabor Performance module can integrate to a time and atten-dance system to improve data accuracy and accountability.

LABOR TRANSACTION PROCESSING

The L/P module is used to enter and edit labor transactions torecord the elapsed time and quantity of work completed at eachoperation.

To minimize the volume of data entry, L/P allows you toreport labor by work cell or crew so that the same data does notneed to be repetitively entered.

Labor transactions can be entered through Progression's labortransaction application, or transaction entry can be automated by

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integrating an electronic data collection system to L/P via anASCII interface. In addition to tracking labor, Progression’sL/P provides the means to track the flow of materials by shoporder as work is completed through operations. In an ideal datacollection system each operation or work cell has a bar codeterminal reader, where workers record starting times, endingtimes and the quantity completed at each operation.

MODULE PREREQUISITES

The Shop Floor Control and Manufacturing Cost Accountingmodules are necessary prerequisites.

SYSTEM FEATURE SUMMARY

• Separate labor into direct and indirect status

• Clock card processing integration

• Accommodate incentive pay

• Employee performance analysis

• Supports shift premiums

• Supports work cells and crews

• Supports the calculation of regular, overtime and

special wages.

• Track employee attendance



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EXACT SOFTWARE NORTH AMERICA'S VERSION 7.6 CAPACITY REQUIREMENTS PLANNING (CRP) MODULE IS A

MEDIUM-RANGE PLANNING TOOL THAT PROVIDES VISIBILITY ON THE REQUIRED CAPACITY TO EXECUTE THE

PRODUCTION PLAN. USING THE POWERFUL TOOLS IN THIS PACKAGE ALLOWS YOU TO OPTIMIZE PLANNING,

CONTROL LEAD-TIMES, AND BETTER CONTROL THE TIMING OF LOAD ON THE SHOP.

Virtually every company has to deal with limited capacity.The infinite Capacity Requirements Planning (CRP) moduleshows the planner how well the existing capacity of the shopmeets the anticipated load. It enables the user to merge shoporders, firm planned orders and computer planned orders infrom their packages of origin (Shop Floor Control, MasterScheduling and/or Material Requirements Planning).

POWERFUL VISUAL RESOURCE PLANNER

Progression's Capacity Requirements Planning uses a visualinterface that allows you to view and change the schedule forany shop order. It provides the capability to graphically dis-play the load in each work center, highlighting the shop ordersthat have insufficient machine or labor hour capacity. Shoporder detail, work center capacity, and work center load graphsare easily accessible through menu options or push buttons.

Using the intuitive visual interface, shop orders scheduled foran operation on a given day can be moved to a different day oroperation by dragging and dropping the shop order. The visualinterface provides sufficient warnings when due dates arebeing impacted, or operations are moved out of sequence.

Any schedule changes are saved to What-If files for lateranalysis. Once the desired schedule changes are made, then aprocess update feature will update the Progression Databaseswith the transactions from the selected What-If file.

"WHAT-IF" ANALYSIS

Capacity Requirements Planning stores these orders in a sepa-rate Simulated Load file, so that the user may alter them withoutaffecting the original orders. Along these same lines, CRP alsoprovides the ability to add, modify and delete firm plannedorders and to convert computer planned orders into firmplanned orders. It also provides visual tools that enable theplanner to adjust the schedule so that it better accommodatescapacity.

Once orders have been merged into the Simulated Load filethey can be modified to accomplish rescheduling. The user maychange the scheduling method for an order as well as its startand due dates to investigate alternative solutions to the problemof inadequate capacity.

Changes to the start date of a non-dependent shop order canhave repercussions if the order requires components that areproduced by other shop orders. CRP is able to rescheduledependent shop orders based upon changes made to the startdate of the highest-level (non-dependent) order. Such resched-uling helps to ensure that components will be ready when theyare needed.

Once a schedule with an acceptable load profile has beenestablished, the scheduling information can be posted back tothe packages from which the orders were copied using the PostSchedule Updates application. However, posting is optional.CRP can be used successfully to merely model the data in aneffort to improve the master schedule but complex changes tothe schedule really require the automatic updating that the post-ing application provides.

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Exact Software North America’s Capacity Planning andScheduling tools use a visual interface that makes inter-preting and interacting with complex schedules easy tomanage.


WORK CENTER LOAD GRAPH

Capacity Requirements Planning shows, graphically, the loadthat exists in a particular work center during a particular periodof time based upon the existing schedule. The planner canquickly determine if capacity is adequate to accommodate theprojected load. It is this report and the ability to modify sched-uling information in isolation from the active orders that con-stitute CRP's "What-if Modeling" capabilities. The plannercan modify the schedule and run the Work Center Load Graphover and over in an effort to even out the load on the workcenter.

WORK CENTER LOAD REPORT

The Work Center Load Report presents the same data as theWork Center Load Graph except that it shows detailed infor-mation about those orders that contribute to the load. Forquicker access, the Work Center Load Inquiry application dis-plays a summarized version of the same data.

FEATURES AND BENEFITS

• Define reporting period lengths to perform unlimited plan-

ning

• Maximize facility utilization and minimize delays through

CRP's analysis tools

• Increase capacity, decrease the load, or change the schedule

to create a realistic production plan and prevent bottlenecks

• Monitor both current work-in-process and planned produc-

tion concurrently

• Display the scheduled load for any work center on the

screen

• Test various "what-if" changes without affecting "live" data

• Utilize both forward and backward scheduling techniques

around a "bottleneck" operation

• Reschedule any number of dependent shop orders when

desired

• Calculate capacity to match runtimes to reality by using

work center efficiency factors

INTEGRATION AND PREREQUISITES

CRP requires Progression's Shop Floor Control module to func-tion. It integrates with Progression’s Master Scheduling, Mater-ial Requirements Planning, and Shop Floor Control.



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PROGRESSION 'S VERSION 7.6 MANUFACTURING COST ACCOUNTING IS A POWERFUL ANALYSIS PACKAGE

DESIGNED TO INTERFACE WITH A NUMBER OF OTHER PROGRESSION SERIES MODULES. IT PROVIDES THE CAPA-

BILITIES TO LINK DATA AND PERFORM VALUABLE VARIANCE ANALYSIS BETWEEN PLANNED AND ACTUAL COSTS.

Manufacturing Cost Accounting helps management pindown exactly where actual material costs exceed planned orestimated costs

Manufacturing Cost Accounting (MCA) is an analysis pack-age designed for manufacturers to use in tracking actual costs,and in comparing these actual costs to planned costs, yieldingvaluable variance analysis data. The MCA module is the pri-mary source for linking accounting entries from shop orders tothe General Ledger (G/L). It is also designed to enter miscel-laneous costs associated with, or allocated to, a job.

BETTER DECISION-MAKING WITH MCA

MCA analyzes costs. It compares planned or estimated coststo actual costs and provides valuable management reports,inquiries and graphs which are vital in managing your costingfunctions. The output of MCA also helps management pindown exactly where actual costs exceed planned or estimatedcosts.

MCA starts with the entry of jobs. Jobs can be general innature or can be tied directly to one or more shop ordersentered in the Shop Floor Control (SFC) package. Jobs canalso be automatically created as shop orders are entered inSFC. Planned detail regarding costs, such as material, labor,outside processes, burden, are generated as shop orders and arereleased in SFC. Miscellaneous costs for jobs not specificallytied to shop orders can also be entered using MCA's ActivityTransaction Entry application.

COST ALLOCATION FLEXIBILITY

Ordinarily, actual costs for direct labor, materials and outsideprocessing are captured when the activity is entered against a

shop order in SFC's Activity Transaction Processing application.The cost information captured in SFC is automatically madeavailable to MCA for cost analysis purposes. Sometimes costsfor a shop order can not be accurately captured until after theshop order has been closed, or a cost may have been overlookedand needs to be added after the fact. MCA's flexibility allowsyou to enter this cost whenever you want.

MCA understands that there are some situations where youwould like to capture and analyze costs incurred against a spe-cific project or for a given customer, but can not directly tiethese costs to a specific shop order. (Example: You are incurringmiscellaneous consulting costs associated with the developmentof a product for a customer or a product that will be producedover several shop orders that can be directly tied to a future jobnumber. These costs may be traveling expenses, lodging, meals,communications, supplies, etc.) In this situation, you may wantto capture these costs to a job, but not want to directly chargethe costs to a specific shop order. MCA allows you to enterthese costs to a job for this purpose.

REPORTING FLEXIBILITY

Costs for the material can be obtained from the InventoryManagement (I/M) package. Actual costs for outside processingand custom material can also be pulled from the AccountsPayable (A/P) module or Purchase Order and Receiving (P/O)module, if in use. Overhead costs can be allocated by depart-ment work center.

Cost reports are recorded for the job and summarized by user-defined cost type. There are two main types of cost the user candefine: material and labor. The more cost types defined by theuser for different purposes, the more detailed the reporting willbe in the Cost Analysis Reports.

MCA Reports include:

• Summary Detail by Job/Shop Order/Item

• Labor Cost Analysis by Department and Work

Center

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• Material Cost Analysis Reports

• Work-in-Progress Report

• Distribution to G/L Report

• Better Report Layouts

MULTIPLE METHODS FOR BURDEN CAPTURE

MCA allows users to select multiple methods for the calcula-tion of burden to be applied to the manufacturing cost of aproduct. Methods include percentage of labor cost, fixed dollaramount per labor hour, percentage of material cost, fixed dollaramount per unit, or dollars per unit. You benefit by achievingmaximum flexibility in how Fixed and Variable Burden can beapplied, depending on how you conduct business.

COMPLETE ABSORPTION

All costs incurred during the manufacturing process can beabsorbed into the cost of a product, including material, labor,outside processing, fixed and variable burden. The costs youabsorb when producing a product more accurately reflect thetrue cost of goods sold in the General Ledger (G/L).

COST, RATE, AND USAGE VARIANCE

Cost Variances in a standard cost environment are determinedby comparing the standard cost and quantity to the actual costincurred and the actual quantity used. Material Variances can bebroken down by cost and quantity, and the G/L accounts usedare tied to the Material Cost type. Labor Variances can be bro-ken down by rate and efficiency variances, and the G/Laccounts used are tied to a Work Center Accounting Group.MCA users benefit by better information; a more informativebreakdown of cost variances in the General Ledger than everbefore.



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Manufacturing cost comparison between actual labor cosand planned cost

MCA




PROGRESSION'S VERSION 7.6 STANDARD COSTING (S/C) MODULE HELPS YOU MAINTAIN STANDARD, CURRENT

AND PROJECTED COSTS FOR BOTH ACCOUNTING AND MANUFACTURING MANAGEMENT. STANDARD COSTING

IS CONCERNED WITH THE CALCULATION OF STANDARD COSTS, CURRENT COSTS AND PROJECTED COSTS IN

ORDER TO ESTABLISH PRODUCT PRICES.

Standard Costing integrates with multiple modules to provideeasy to use, yet comprehensive product costing

Standard Costing is a comprehensive and powerful tool formaintaining standard, current and projected costs for bothaccounting and manufacturing operations. Its unique featuresare ideal for helping you manage the planning and budgetingof your entire operation.

For manufactured items, Progression's S/C package maintainscost for items manufactured in Shop Floor Control (SFC) andProduction Order Processing (POP). Total material and value-added costs for manufactured items can be easily determinedbased on the product structure as entered in the Bill of Materi-als (BOM) package. The value-added costs for manufactureditems, labor, overhead and outside service costs, will be easilydetermined from the Standard Product Routing (SPR) package.

S/C lets you easily spot all standard cost changes quickly andhelps you avoid deteriorating profit margins, without constant-ly re-evaluating the value of your inventory.

The S/C package enables a single cost change, such as achange at one operation of a routing to automatically set up aseries of cost updates. It greatly decreases clerical effort andassures consistency and accuracy of all cost changes. Any

changes in the bill of material will also be reflected in the cur-rent cost of every sub-assembly and end-item.

MULTIPLE COSTS

Progression's comprehensive Standard Costing package pro-vides three sets of costs: beginning of the year standard cost(Standard); up-to-date cost figures (Current), and projected costsused for What-If Analysis.

COST MASTER FILE

At the center of the S/C package is the Cost Master File. Itcontains a record for each inventory item. Each record containsthe standard value-added cost; the total cost for material, laborand outside processing; landed and scrap costs; variable andfixed burden costs.

The current and standard amounts are maintained for eachlevel in the BOM. A cost build-up accumulates material andvalue-added costs for all sub-assemblies and finished goods.For convenience you have the option to only build up costs foritems that use components where costs have changed - eitherprior to a selected cut-off date or since the previous build-up.

Standard Costing provides you with the tools so your costsreflect your true manufacturing process.

COSTED ROUTING SHEETS

Costed routing sheets are provided to detail the routing costsassociated with operations - including labor, outside processing,fixed burden, and variable burden costs.

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COSTING REPORTS

S/C provides a variety of comprehensive reports for main-taining the Cost Master File for management planning, includ-ing:

• Cost Master List

• Costed Explosion Reports

• Routing Cost Variance Report

• Cost of Sales Report

• Cost of Inventory Report

• Change To Inventory Valuation Report

• Item Cost Restandardization Report

• Standard To Current Log

• Missing or Zero Item Cost Report

• Material Cost Variance Report



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BOMLINK

BOMLink™ will do away with retyping the samebill of materials data several times. Whenever a partslist is generated inside of AutoCAD™, it can beautomatically exported as text or directly intoMacola’s Inventory and Bill of Material databasefiles.

BOMLink provides AutoCAD users the ability todrag and drop parts from BOMLink’s Macola ItemMaster browse window directly into an AutoCADdrawing. The AutoCAD user is then able to automati-cally create a Bill of Materials and cut lists from theinformation contained in the AutoCAD drawing andthe Macola Inventory Record. The AutoCAD draw-ing and the Inventory Record now have a permanentbi-directional link, making the drawing entities ‘intelli-gent’. The Macola Bill of Materials now accurately

represents the information contained both in the ItemMaster File and the CAD drawing.

BOMLink’s Intuitive Procedure

BOMLink’s intuitive procedure solves the problemusing the following simple steps:

1. From within the CAD system, the User browsesthrough the Macola Inventory file like an onlinecatalog of company specific parts. User searches,filters & locates Macola Inventory items (bothpurchased & fabricated) needed for a new/exist-ing assembly within the CAD system

2. He then tags these parts on to a new drawing oran existing .DWG

3. After verifying the parts used in drawing, he clicks“Generate BOM”. A fully customizable BOMtable that contains the Macola Inventory itemdata and User-defined data (variable such asquanitity) appears on the drawing.

4. He can update this BOM using modified MacolaInventory item data or User-defined data such asquantity.

5. He can update the part information on any partdirectly within the CAD system

6. He can add/delete parts from this BOM7. He can also add new parts if not found in Macola

and delete or update existing parts

On the design side, a drawing assembly is incomplete without the BOM. On the manufacturingside, a bill of materials without the associations of the drawings involved is half as complete. Mostengineered to order/MTO manufacturers have struggled to manually synchronize the engineeringBOM with the manufacturing BOM. The problems are magnified when the assemblies are revised.Typical problems include triple entry of part data and BOM data, typos, missing part information,mistyped part numbers, incorrect bills, improperly referenced balloons on drawings and inaccura-cies in general, that costs manufacturers millions in lost productivity.

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7.5 BOMLinkP R O G R E S S I O N S E R I E S

BOMLink Drag And Drop Item Interface to Macola

333 E. CenterP.O. Box 1824Marion, OH 43301-1824

sales: 800.468.0834tel: 740.382.5999fax: 740.382.0293http://www.macola.com

MAS1048-991228 ©Copyright 1999 Macola, Incorporated. All products and publications carry registered trademarks of their respective manufacturers. BOMLink is a trademark of AimaSoftCorporation. AutoCAD is a registered trademark of Autodesk Corporation.

Release CAD Drawings Fast

BOMLink breaks through the informationbottleneck! It’s not unusual for AutoCADusers to spend 40 percent or more of theirtime collecting and verifying part data, andcreating bill of materials. Now, a two day jobcan be done in minutes. With BOMLink it isno longer necessary to count the quantity ofitems, place item call-out bubbles, measurelengths, or create tables.

Increase Accuracy

Engineers will never again have to “eyeball”multiple drawings to make sure that pur-chased and fabricated parts have beenaccurately described and accounted for.BOMLink automatically tracks piece partdata across multiple assembly drawings.

With BOMLink it is simple to

• Create and maintain an accurate materialslist.

• Generate listings of fabricated parts, pieceparts and purchased parts.

• Maintain custom table layouts from insideof AutoCAD.

• Associate non-graphical data to anyentities in AutoCAD drawings.

• Output tables, parts schedules, inventoryand cut lists from drawings, includingnested blocks and Xrefs

Update existing tables after revisions or partspecification changes in the centralizeddatabase.

ManufacturingPlanning andControl Suite

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7.5 BOMLinkBOMLINK


BOMLink is available for AutoCAD R14and 2000 for Windows 95, 98, NT, and2000 for Progression V7.5 and newer.

More Information

For more information on how to put thepower of BOMLink to work in your opera-tion, call AimaSoft today, toll-free in the U.S.and Canada:

800.473.7638

(International: 415.453.2063)

or call your Authorized Macola Reseller/Consultant directly. For the name of a localReseller/Consultant, Call:

800.468.0834

(International: 740.382.5999)

PROGRESSION'S VERSION 7.6 PAYROLL (PR) MODULE PROVIDES THE USER-FRIENDLY VERSATILITY THAT MAKES

PAYROLL PROCESSING EASY...REGARDLESS OF THE VARIABLES YOU HAVE TO ACCOMMODATE, OR THE TYPES OF

REPORTS YOU HAVE TO GENERATE. HAVING THIS SOFTWARE AT YOUR COMMAND IS LIKE HAVING A DEDICATED

EMPLOYEE AT YOUR SIDE.

Payroll provides up-to-date information saving you timeand money!

With Progression's V7.6 Payroll (PR), processing just becameeasier...faster...and more flexible. PR was designed with astrong focus on ease and accessibility of information andplaces a wealth of information at your fingertips.

Because of PR's flexible architecture, time entry is mucheasier and quicker. The number of keystrokes is greatlyreduced...as is the risk of keystroke error.

PR recognizes the need to submit various Federal and Statereports on an annual basis and others on a quarterly basis, soboth reporting capabilities are built-in. You also gain the capa-bility to clear either Quarter-to-Date or Year-to-Date figuresindependent of each other.

FLEXIBLE EARNINGS AND DEDUCTIONS

PR's design was based on your input. We met accountingand payroll managers' needs by developing a system that couldaccommodate:

• Multiple rates of pay in a single pay period

• Piece rates

• Production bonuses

• Fair Labor Standards Act compliance for over-time

calculation

OPERATIONAL FEATURES

• Direct deposit allows your employees to have any

portion of their paycheck placed in up to six different

accounts. This means fewer chances for lost or stolen

checks, and money savings for you by reducing the cost of

purchasing checks.

• Deduction rates are designed in "table format" so that if

deduction rates are changed, you need only update the

affected table, not each individual employee's record, sav-

ing you time and potential entry errors.

• Declining Balance or Maximum Limit of Deduction Flags

can be set so that deductions are automatically turned-off

at a pre-determined date, freeing you from the problems

that can happen with a manual tickler system.

• Priority Codes can be established for each deduction,

ensuring your state's specific guidelines on garnishments

and child support requirements can be met.

• There are three ways to automate the time entry process:

through the use of default earnings codes and automatic

time entry options in the employee status file, and the

option to create a permanent time entry in the time entry

screen.

ANALYSIS FEATURES

• Earnings Codes are accumulated by both dollars and

hours, allowing analysis of productive and non-productive

time ratios.

• Time-off tracking will maintain information for vacation

pay, sick pay and other paid time off so your managers

can focus on productivity, rather than calculating non-pro-

ductive time.

• The integration with Progression's Bank Book (B/B) mod-

ule offers you the ability to maintain up-to-date cash flow

analysis.

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Progression's Human Resources (HR) starts with basic employ-ee information like demographics, home phone number andemergency contacts. Then it captures expanded definition ofdepartment codes including three organizational levels. It evenhandles position and title tables, including salary grades andranges to assist in managing pay within defined parameters.

LOCK-STEP INTEGRATION BETWEEN PAYROLL ANDHUMAN RESOURCES

Enhanced employee demographic data to track informationneeded for EEO reporting is available. This module will pre-pare a ready-to-send EEO report to satisfy government report-ing requirements.

Performance Management helps managers track annual perfor-mance appraisals, competency ratings, and specific perfor-mance issues. In addition, managers can track promotion/trans-fer information, bonus details and merit increase information.

Skills Inventory provides a method for tracking existing skillsas well as career advancement goals. HR monitors careeradvancement goals to identify when an employee is not mov-ing within his/her plans for career advancement.

HR flags critical dates for employees' certification and licenserenewals. It ensures that your employees are meeting the crite-ria required to keep your business running at peak perfor-mance.

The HR module, purchased separately, can be convenientlyviewed through the Payroll module, making it easy for man-agement to view all pertinent information about their employ-ees when required.

Note:

The Human Resource module is sold separately as a compan-ion to the Version 7.6 Payroll module. Make sure you specifythe HR Module when you order.


ware North America to work in your front office and missioncritical back office, today:

800.468.0834


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ADD THE HUMAN RESOURCES (HR) MODULE TO THE VERSION 7.6 PAYROLL MODULE, AND YOU HAVE AN INTE-

GRATED, EXPANDED DATABASE THAT CAPTURES AND REPORTS ON THE TYPES OF CRITICAL INFORMATION THAT

MANAGEMENT NEEDS TO RUN HIGHLY EFFICIENT OPERATIONS. THIS COMPREHENSIVE APPLICATION TAKES A

MINIMUM OF EFFORT AND PROVIDES A WEALTH OF INFORMATION, ALL HARBORED IN ONE, EASY-TO-ACCESS

SET OF ELECTRONIC FILES.




INVENTORY MANAGEMENT (I/M) IS THE CORE OF THE PROGRESSION DISTRIBUTION SUITE, PROVIDING SUPERI-

OR INVENTORY CONTROL TO IMPROVE PROFITS AND REDUCE STOCKOUTS AND OVERSTOCKS. I/M ENABLES

YOU TO TRACK COSTS, QUANTITIES, LOCATION AND PRICES.

The ability to deliver the right product to the right place atthe right time is the core of your business. Inventory is one ofthe largest investments a company makes. Ensuring that youhave enough of the right product in stock, while avoidingstockouts and overstocks is a daily challenge. You are respon-sible for reducing investment in inventory and increasinginventory turns. Accomplish this with Progression's InventoryManagement (I/M) module.

I/M provides you with the tools to effectively manage andanalyze your inventory. Sales and cost analysis, ABC analysis,obsolete inventory tracking, physical and cycle count featureswith trend accuracy analysis are just a few of the features thatwill enable you to maximize inventory turns while eliminatingshortages and excess inventory investment.

EASY TRACKING OF DETAILED INVENTORY DATA

The Item File is the most important file in all of Progression'sdistribution and manufacturing functions. It maintains infor-mation unique to each item that provides the system withessential information on how to purchase, sell, and manufac-ture the item.

Maintain planned, current, or obsolete items through I/M's

status code. Identify items as purchased or manufactured.Maintain control levels and indicate if item quantities should beautomatically allocated when orders are placed through Progres-sion's Order Entry (O/E) package. You also have the option todefine non-stocked and non-controlled "phantom" items.

FLEXIBLE KIT BUILDING

If your company assembles and distributes products fromcomponents, Progression's I/M can accommodate those needs.The Kit File Maintenance application within I/M gives yousome of the advantages of a Bill of Material package withoutthe expense or complexity.

The Sales Kitting function enables you to enter a kit itemnumber, component items, and quantity per kit for each compo-nent. There is also flexibility within the Kit File Maintenanceapplication to calculate costs and price as well as easily updatekit items cost and price in the Item File. Additionally, this appli-cation will also allow you to process the sale of kits in Progres-sion's O/E package.

TRACK ITEMS DOWN TO THE LOCATION

The Inventory Location Maintenance application allows you tocreate the different inventory locations that your company uses.Those locations are used throughout both the Progression distri-bution and manufacturing suites.

Progression’s Version 7.6 I/M also allows you to maintaininventory which is stocked at more than one location, includingthe on-hand, on-order, allocated, and back ordered quantities,along with price, cost, and sales/usage information. This allowsfor the same item at different locations to have different valuesassigned, such as reorder levels, mins, maxes, and primary ven-dors.

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Inventory Management’s Item/Location field enables youto track inventory detail at the location level.


STOCK IN MULTIPLE LOCATIONS WITHIN ONE WARE-HOUSE

You can create and maintain multiple bins* within a location.I/M allows multiple items to reside in the same bin and alsoallows the same item to reside in multiple bins within a loca-tion. You can also define the physical limitations of a bin'sspace by specifying a bin maximum based on quantity, weight,or volume. Priority-based putaway and allocation logic allowsthe system to make recommendations automatically duringtransaction processing, reducing manual transactions.

ONE-TOUCH ACCESS TO ALL INVENTORY INFORMATION

I/M's multi-level drill down inquiry allows you to inquire intoinventory balances, open purchase orders, open sales orders,and transaction history at any point in time. Quickly and easilyfind the quantity of any inventory item which is on-hand, allo-cated, or on-order through the Multiple Level Item View appli-cation.

For even more detailed information, you can click a button tosee a list of all customer orders for an item. You can then selectan order and drill down to that order's header and line iteminformation down to the serial, lot, and bin level. You can alsoclick a button and see a list of all open purchase orders for thisitem. Click another button and go directly to the Item LocationFile to look up item specific information.

SET EXPECTATIONS ACCURATELY WITH AVAILABLE-TO-PROMISE

One of the keys to providing good customer service is to beable to tell your customers when they can expect their order toarrive. In order to provide this information, you usually mustcheck different areas that inventory has ready been allocated toother customers, and when do you expect replenishments. Thiscan be in the form of a purchase order for purchased items or aproduction order for items that you produce.

I/M provides you with one simple to use inquiry that takesinto effect requirements, replenishments and nets out youravailable to promise for any given period. The periods can bedefined as you see fit. This inquiry will allow you to identifyexactly stock you have on-hand or are expecting to promise toyour valued clients.

TRACK INVENTORY BY SERIAL NUMBERS OR LOTS**

One of the exciting features of I/M is the commitment toFDA regulated industries and others requiring item traceabilitydown to the serial or lot level. Some of the features include theability to define separate serial and lot formats and numberingconventions, hard and soft allocation with multiple allocationsmethods, complete upwards and downwards traceability viainquiry with Progression's Visual Serial/Lot Trace.** You can

trace an item from receipt through production all the way to theend product or customer.

STREAMLINED PHYSICAL COUNT PROCESSES

Whether using cycle counting or not, the ability to conduct afull physical count is very important to ensure that systeminventory balances accurately reflect the actual quantity. I/Mallows the user to flexibly select locations for counting, generat-ing count tags and extra tags. Multiple reports facilitate the rec-onciliation process, including the Count By Tag Report, MissingInventory Report, and the Variance Report. The Count Accuracyand Trend Accuracy reports allow you to determine the successof materials management improvement programs you have putinto place.



800.468.0834* This functionality is available with Advanced Distribution

registration

** This functionality is available with the registration of

serial/lot


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AN EFFICIENT ORDER ENTRY SYSTEM IS A POWERFUL TOOL FOR INCREASING PRODUCTIVITY AND ENHANCING

CUSTOMER SERVICE. STREAMLINE THE PROCESS WITH PROGRESSION'S TIME-SAVING, ERROR-REDUCING ORDER

ENTRY (O/E) MODULE.

Progression's Order Entry module allows you to viewmultiple line items on one entry screen!

Processing customer orders is one of the most critical func-tions in any distribution and manufacturing business. Orderentry and fulfillment must be done in a streamlined fashion,accuracy must be high, and the goods must be delivered whereand when requested. Your customer service function needs thepower and flexibility of Progression's Order Entry (O/E) mod-ule. When you run O/E with the Accounts Receivable (A/R)and Inventory Management (I/M) modules, you'll streamlineevery step of your order process, increasing customer servicelevels and reducing inventory.

O/E supports the three primary phases of order processing. Itfacilitates the order entry process by accepting orders andquotes, validating credit, and calculating pricing. The ReturnMaterials Authorization (RMA) module may be used in con-junction with O/E to track and more easily process customerreturns. O/E supports the picking and shipping process by rec-ommending order lines, serial/lot/bins to be picked, and gener-ating shipping documents such as labels, packing slips, andbills of lading. Finally, it supports the billing process, closingthe loop between customer service, the warehouse, andaccounting.

O/E accommodates numerous types of orders, feature/optionbills (configured items), kit items, stocked items, and non-inventory service charges. And O/E's "on-the-fly" featureenables you to add or change customer and inventory informa-tion for streamlined entry and increased productivity during theorder process.

FLEXIBLE PRICING AND DISCOUNTS

Set up your own pricing system in O/E by specifying pricebreak tables. You can construct an unlimited number of tablesbased on eight categories including combinations of customernumber, item number, customer type, and product category.Use these price tables to maintain special negotiated prices forone or more customers or items. Or, set different price breaksfor individual product lines. Also, provide contract pricing withbeginning and ending effectivity dating on any pricing table.

You'll also find in O/E that you can enter a discounted unitprice during line item entry or view price breaks specific to aline item.

SHIPPING CONTROL

If a customer has several ship-to addresses where merchandiseis delivered, even though billing is sent to one central office,O/E will maintain those multiple addresses for each customer.You also have the flexibility to assign tax schedules and/or taxcodes for each customer at the ship-to level. And the ShippingLead Time function will ensure that the product is picked andshipped to guarantee timely delivery based on where it is beingshipped to, where it is being shipped from, and how it is beingshipped.

FLEXIBILITY IN ENTERING ORDERS

With six different order classifications available, RegularOrders, Invoice Orders, Master Orders, Credit Memos, BlanketOrders, and Quotes, you have great flexibility in handling cus-tomer requirements.

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During the order entry process, Progression defaults informa-tion from the Customer File. This default information can bechanged, if necessary to help make for a more streamlinedorder entry process.

O/E's entry system is flexible. It can be highly automatedbased on certain system assumptions, or you can include cer-tain options requiring human intervention. You can alsoprocess miscellaneous line items by allowing manual entry ofthe description, unit price, and unit cost.

Easy access to account numbers, customers, and inventoryparts by description or number is available through O/E's pop-up windows. You can also quickly check customer credit his-tory, a crucial feature when customer service is making fulfill-ment decisions.

A very powerful feature of Progression is the hard vs. softallocation feature. Typically, inventory quantities are soft allo-cated during the order entry process. A quantity is reserved forthe order, but specific units are not identified. During thebilling process, serial, lot, and bin numbers that were pickedare assigned to the order. With hard allocation, you commitspecific serial, lot, and/or bin numbers to an order during theorder entry process. Multiple automatic allocation methods areavailable, including user-defined priority, FIFO, and earliestexpiration date. This feature allows for very tight control overinventory movement.

Another very powerful feature of Progression is the abilityfor the user to determine when inventory will be updated dur-ing the order fulfillment process. O/E automatically allocatesinventory once the order has been entered. The user defineswhether inventory will be relieved at picking, shipping, orbilling. No longer must the user manually reconcile physicalor cycle counts against what has been picked or shipped, butnot yet billed and posted. Not only can the user determinewhen inventory is updated, but the system also includes aPicked Not Shipped Report and a Shipped Not Billed Report.And, to ensure reconciliation at month end, there is the optionto post to separate General Ledger (G/L) accounts at each stepin the process.

The system will also check for sufficient stock and allowsyou to override, cancel, backorder, or use substitute items. Thequantity on-hand and allocated fields will correctly reflectshipments and open order changes. To eliminate tedious andunnecessary paperwork, you have the ability to consolidatemultiple open orders by customer.

FILL BACKORDERS

When you need to locate customers who have been placed onbackorder for out-of-stock items, O/E's Fill Backorders feature

displays all the necessary information. You can fill existingbackorders once the item is available with the touch of a key.You can also selectively allocate the available inventory to cer-tain customers.

MAINTAINING SERIAL/LOT CONTROL

Ensure you have the power and resources to effectively utilizeserial/lot control by activating it within I/M. The Serial/Lot fea-ture allows you to track, record sales, and maintain full controlover finished goods and their components. O/E requestsserial/lot numbers on picking tickets and invoices.

O/E TO PURCHASE

Selectively item by item, you can designate items that are spe-cial purchases and automatically generate a Purchase Order forthose items in Progression Purchasing/Receiving. This allowsyou to minimize the manual processing of special items' sales toyour customers.



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PROGRESSION’S VERSION 7.6 PURCHASE ORDER & RECEIVING (P/O) PACKAGE ENSURES YOU QUALITY, ACCURA-

CY AND PROMPT DELIVERY OF YOUR PURCHASES. P/O PRESENTS UNMATCHED CAPABILITIES FOR MONITOR-

ING VENDOR PERFORMANCE AND CONTROLLING COSTS.

The procurement function is critical to ensure the necessarymaterials, supplies, and services are available when required.Maintaining strong vendor relationships, negotiating for favor-able pricing, and analyzing vendor performance can make theprocurement function a profit center in your business. Byimplementing Progression's Purchase Order & Receiving mod-ule (P/O), you get an efficient, time-saving tool for automatingyour procurement functions.

P/O enables you to analyze the quality, accuracy, and time-ly delivery of all purchased materials. P/O's capabilities makeit a must within both the manufacturing and distribution envi-ronments. It predicts cash requirements, monitors vendor per-formance, and allows you to keep inventory levels low whilealerting you to material shortages. And when you combine P/Owith Progression's Accounts Payable (A/P) and Inventory Man-agement (I/M) packages, you have a comprehensive systemthat optimizes timely purchases with the dynamics of inventorycontrol.

Progression's P/O allows you to record, maintain, and gener-ate three types of purchase orders: normal, drop shipment, andblanket.

Once you enter data to generate purchase orders, P/O securesthe data and keeps it on file until you release it. Modify or can-cel purchase orders at any time, and once you're ready to releasethe PO, generate the hard copy of the purchase order throughthe Print Purchase Orders option.

New to Progression's V7.6 Purchase Order and Receivingpackage is the Landed Costs System. This function supportscompanies dealing with international vendors and others whorequire comprehensive inventory costing along with all landedcosts. The Landed Cost capability* enables you to calculate allcosts normally associated with purchasing and receiving andany additional costs of the product, such as freight, importduties, customs, and brokerage fees to be included in an item'svaluation (cost).

P/O immediately updates the quantity on hand and quantity onorder amounts in the Inventory Management module for eachreceipt entered. The receipt date and quantity are entered, alongwith any rejected quantity and a reason for rejection. Afterdefault unit cost is displayed for verification, the GeneralLedger (G/L) distributions are recorded. Job numbers may alsobe entered, if applicable, along with Serial/lot,** and bin* num-bers for the purchased item.

INSPECTING FOR QUALITY

When material arrives at your dock, not all of it may be inacceptable condition. This may not be immediately apparent andthe possibility exists that you won't know this until you performan inspection of the newly received goods.

Progression provides a process to handle these situations. TheReceiving Inspection application allows you to enter receipts asyou normally would, thus recording the receipt date necessaryfor updating receipt and vendor delivery performance data. The

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Progression’s Item/Vendor file assists users during pur-chase order entry by providing helpful prompts.


goods are then quarantined until they pass through a multi-stepinspection and disposition process.

ANALYZING VENDOR PERFORMANCE

Progression P/O's Vendor Performance Analysis Report pro-vides a very clear idea of the vendor's ability to deliver qualityproducts on time and within budget.

Vendor performance statistics include purchase order lineitems that were late this year and last year, the percentage ofcost variance between expected and billed prices and percent-age of delivered items rejected. Finally, the report presents theaverage lead time and the average days late for each vendor.

ITEM/VENDOR FILE

Today, purchasing can be one of your company's most impor-tant operations. You need control at a detailed level. Progres-sion's Item Vendor File gives you ultimate control by allowingyou to maintain many key parameters by item. Information ineach Item Vendor record includes:

• Manufacturing - which manufacturer the part

should or should not be purchased from and the

specific manufacturer part number

• Contract - contract pricing with effectivity

dating and quantity breaks

• Performance Tracking - cost variance percentage,

the number of line items that had a cost variance,

reject percentage, the average number of line items

on invoices that arrived late for the vendor item

number, the average number of days required to

receive a shipment from the vendor, and the average

number of days that a shipment arrived late

• Receiving Tolerances - to ensure that each vendor

complies with delivery requirements you have

specified

PROJECTING CASH REQUIREMENTS

The Cash Requirements Projection Report enables you topredict what future cash requirements will be, even before yourvendors invoice your company. As soon as you extend commit-ments, the report can be printed based on the expected costs

and required delivery dates of items ordered. Unpaid invoiceson file in Accounts Payable are automatically added to allowcomplete prediction of actual cash requirements for yourdefined periods.



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* This functionality is available with Advanced Distributionregistration

** This functionality is available with the registration of seri-al/lot


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There are many applications of data collection. Many ofthem can be performed without using bar coding; however,performing these activities with bar code technology has anumber of advantages:

Speed - a bar code label can be scanned in the time it takes

to perform two keystrokes.

Accuracy - For every 1000 characters keyed, there is an aver-

age of 10 keying errors. Bar code systems only produce 1

error in 3 million characters scanned.

Data Integrity - number of substitution errors for every

3,400,000 characters entered:

Keyboard - 10,000 Bar Coding - 1

The Progression Series Bar Code module allows users of Pro-gression’s Inventory Management (I/M), Order Entry (O/E),and Purchase Order (P/O) modules to automate data collectionfor inventory transactions, shipping transactions, and receivingtransactions. The Progression’s Bar Code module acts as aninterface between the Progression modules (I/M, P/O, and O/E)and the data collection software and hardware provided by anydata collection vendor the user chooses.

The Bar Code module is designed to support real time - radiofrequency (RF) or batch data collection technology. The sameBar Code module is used in both batch and radio frequencyenvironments. In RF environment, information such as quanti-ties, item numbers, order numbers, and serial numbers are vali-dated against the Progression data files at the time the informa-tion is scanned. Once validated, the bar code reader translatesthat scanned data to an ASCII file that is sent to the Bar Codemodule via radio waves. The bar code module has a pollingfeature that can be set to automatically import transactions thatreside in the bar code interface file. The polling routine insures

that data being collected is passed to Progression the momentthe Bar Code module interface is populated with new data. Inan environment using batch technology, the bar code readerstores transactions in a hand-held computer as they areprocessed. Once all transactions have been processed, the userplugs the hand-held computer into a PC via a serial port. Infor-mation is then downloaded into a directory that can be importedinto Progression by the import application in the Bar code mod-ule.

SYMBOLOGY

The grouping of parallel bars that is associated with bar cod-ing is referred to as symbology. The Progression Series BarCode module is not symbology dependent. As long as the datacollection vendor can translate the symbology and pass theinformation to the ASCII import, the Bar Code Module canprocess the information.

There is only one Bar Code module for distribution; however,there are several Bar Code/Import programs which automateexisting standard Exact Software North America processes.They are:

1. Inventory Transaction Processing-The module duplicatesthe functionality of the inventory applications located under theTRX menu. It allows for the following transactions to be per-formed in Progression using data collection technology:

• Issues

• Receipts

• Transfers

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Exact Software North America Hardware Vendors Solution

IMIssuesReceiptsTransfersPhysical counts

OEShipping

POReceipts

Distribution Modules Bar Code Modules

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• Physical & Cycle Count Processing

• Additional features supported include:

• Serial Numbers

• Lot Numbers

• Multi Bin

• Multiple Locations

2. Shipping (Quick Ship)-Allows users to eliminate fillingcustomer orders by hand keying shipping transactions. In anenvironment that uses data collection, the shipping processbegins with printing a pick ticket. The order number, itemnumber, quantities to ship, stocking location, and, if required,serial or lot numbers associated with the item are scanned fromthe bar coded labels or pick ticket. Progression allows the userto determine when quantities on hand are updated. The userdefines when inventory is updated during the Progression’sOrder Entry module set-up. The user can choose one of the fol-lowing methods:

• Confirm Bill - Inventory is relieved when

invoices are posted in Progression.

• Confirm Ship - Inventory is relieved when the

order is shipped.

3. Purchase Order Receiving Processing (Quick Receipt)-The receiving process is much like the shipping process. Theuser prints a bar coded copy of the purchase order. The pur-chase order number, item number, quantities to ship, and stock-ing location are scanned from the bar coded labels or purchaseorder. If an item requires inspection, the item is moved to aninspection location. If no inspection is required, the item ismoved to a stocking location.

• Receiving Transactions

• Supports Lot numbers & Serial Numbers

• Supports Multi Bins

• Receiving Inspection

• Landed Cost

PRINTING

Exact Software North America’s Forms Designer in SystemManager supports the printing of ¼'' bar codes (symbology) onforms. Clients are not required to purchase the Bar Code mod-ule to print bar codes on forms. Forms that support the printingof bar codes are:

Purchase Orders (receivers)

Return Authorization

Picking Tickets

Labels

Exact Software North America’s Forms Designer supportsCode 3 of 9, Code 39, and UCC 128. Other symbologies aresupported by bar code labeling packages sold by Exact SoftwareNorth America's third party solution partners. Call for a list ofthe current third party providers.



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A D V A N C E D D I S T R I B U T I O N P R O G R E S S I O N S E R I E S

PROGRESSION'S VERSION 7.6 ADVANCED DISTRIBUTION HELPS YOUR ORGANIZATION RUN MORE EFFICIENTLY

AND EFFECTIVELY BY MANAGING QUALITY, PRODUCT COSTS, CUSTOMER RETURNS, AND MATERIALS.

Landed Cost Codes May be Defined for Particular Vendors,Inventory Locations, Items, Vendor Items, or Setup

Progression’s Advanced Distribution (ADIS) application consistsof a set of five specific functions: Landed Cost, Hard Allocation,Multi-Bin, Confirm Pick, and Return Material Authorization.Thisfunctionality, described in detail below, provides added benefits andvalue to the way your business manages its operations.

LANDED COST

ADIS' Landed Cost capability enables you to calculate all costs, inaddition to the cost of the product, normally associated with pur-chasing and receiving materials in-house for resale or production.These costs, called landed costs, include such items as freight,import duties, custom charges, and in-house handling charges.

The Landed Cost Tracking System ensures that landed costs arecapitalized against the inventory item, allowing for accurate ROI(Return on Investment) and COGS (Cost of Goods Sold) analysis bylocation.

What happens if your company receives invoices for landed costsprior to the receipt of the ordered merchandise? Within the ADISapplication, you have the ability to update the associated landedcosts to equal the actual landed costs. This adjustment ensures thatwhen you receive the item, Progression updates the inventory costfor the cost of the item plus the actual landed cost.

Conversely, if you receive the merchandise before theinvoices for the landed costs, Progression calculates the stan-dard landed costs and either adds them to the item cost orposts them to a General Ledger (G/L) account during inven-tory receiving, depending on the selected landed cost code.

The Landed Cost System supports companies dealing withinternational vendors and others who require comprehensiveinventory costing inclusive of all landed costs.

HARD ALLOCATION

ADIS allows you to use hard allocation in addition to softallocation. Using hard allocation, you commit specific serial,lot, and/or bin numbers to an order during the order entryprocess. This is beneficial when specific lots must remaintogether. For example, when painting a large area, a painterwill prefer to use cans of paint from the same lot to avoideven slightly mismatched colors.

Progression's Hard Allocation gives you the flexibility toselect the serial or lot number when consuming or selling

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Bin parameters and priority can be set to optimize binspace. Parameters based on cubes, quantity and weight canbe established.

MULTI-BIN

A Multi-Bin system supports tightly controlled stockroom envi-ronments, as you can create and maintain multiple bins within alocation. Within ADIS, multiple items may reside in the samebin and the same item may reside in multiple bins within a loca-tion. You may also define the physical limitations of a bin'sspace by specifying a bin maximum based on quantity, weight, orvolume.

Benefits of Multi-Bin include the following:

• Permits easy location of parts

• Effectively uses available physical space, reducingstorage costs and inventory carrying costs

• Minimizes labor cost of locating inventory

CONFIRM PICK

The Confirm Picking function updates the quantities of on-handand allocated items by location. It adjusts the location quantitiesto reflect the quantities that you picked to fill a specified order.

Some confirm pick features include the following:

• Pick All automatically assigns picking dates to allline items for the selected order at the selected loca-tion

• Pick Certain does not assign picking dates automati-cally, but proceeds to the line item screen of the order where you may pick and unpick line itemsmanually

Instead of reducing inventory at the time of shipping or billing,Confirm Pick reduces inventory at the time of picking. Thisadds flexibility to the way you do business.

RETURN MATERIALS AUTHORIZATION

Return Materials Authorization gives your Customer Serviceand Sales Representatives the power to track authorizations forreturn of products from customers and automatically triggerreshipment or credit. RMA provides a means to enter, track, andresolve customer returns. You can then analyze your RMA's tolook for trends in returns for particular items or return reasons.

RMA helps improve customer satisfaction by providing a cen-tralized application for entry and resolution of Authorizations forMaterial Returns from the customer. This allows your CustomerService Representatives to enter RMA's immediately, when thecustomer is still on the phone. RMA can help reduce returns byallowing you to track which items are returned the most and forwhat reasons to allow identification of possible quality prob-lems.

RMA Drill-Down View

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ENTRY OF RETURN MATERIALS AUTHORIZATIONS

One RMA is entered per phone call/customer. It can apply tomultiple invoices and orders. The Customer ServiceRepresentative or Salesperson taking the call can then, on aline-by-line basis, indicate which items being returned should becredited and which should be reshipped. The RMA can belinked to an existing or historical customer order, or not linkedat all, in the case that the return is for an order that is no longerin history.

RESHIPMENT OF ITEMS

The reshipment can be for the same item or another item -- soa substitute item of comparable value can be returned to the cus-tomer in exchange for the incorrect or damaged item. Thereshipment may occur before or after the items being returnedare received. Hence, dependent on policy, the item beingreshipped may be shipped out immediately or held until theitems being returned are received. Regardless, the order forreshipment becomes a normal customer order that may beprocessed in the same manner as other orders.

CREDIT FOR RETURNS

Alternative to reshipment, the customer may request a creditfor the items being returned. The credit, too, may be on holduntil the items are received from the customer or may be issuedimmediately. It will create a credit memo in Order Entry thatcan be processed as other credits.

RMA Header Entry Screen

RECEIPT OF RETURNED GOODS

Items being returned can be received into a Material Reviewlocation to allow returned items to be inspected prior toreceipt into inventory. This allows damaged items to be keptfrom being shipped to an unsuspecting customer. The itemsawaiting review may be rejected from or received into stan-dard parts or finished goods inventory at the discretion of theparts inspector. Advanced Distribution helps your organizationrun more efficiently and effectively. It contributes by accu-rately calculating the total cost of your products, alerting youto items requiring quality inspection, allocating items appro-priately for different customers, minimizing labor cost andmisallocated physical space, and correctly tracking inventoryquantities and customer returns.

MORE INFORMATIONFor more information on how to put the power of Exact

Software North America to work in your front office and mis-sion critical back office, call today:

800.468.0834

RMA Return Receipt Entry

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Mas1172-020404 ©Copyright 2002 ® Exact Software North America is a registered trademark of Exact Holding. All products and publications are trademarks, registered trademarks, service marks, or products of their respec-tive companies.

Exact Software 800 Brickstone SquareAndover, MA 01810Tel: 888.877.5126Fax: 978.474.9317Sales: 800.468.0834 ext 550

Boston, MA Cambridge, ONColumbus, OH Fair Lawn, NJ Houston, TX Los Angeles, CAOrlando, FLSan Francisco, CA

www.exactamerica.com

PROGRESSION’S VERSION 7.6 SERIAL/LOT CAPABILITIES ARE POWERFUL FEATURES THAT HELP YOUR ORGANI-

ZATION MANAGE INVENTORY QUALITY AND TRACKING THROUGH PROCUREMENT, DISTRIBUTION, MANUFAC-

TURING, AND CUSTOMER SERVICE.

Within Progression, you may view a selected serial/lot itemfrom source to final disposition using the Visual Trace Appli-cation

Within Progression, serial/lot capability designates parts orbatches as serialized or lotted. The unique identification of apart or batch permits a specific item or lot to be traced forwardto your customer or backward to its vendor or the origin ofproduction. In other words, serial/lot caters to the traceabilityrequirements of your organization. For example, if a customerfound that his computer did not work because of a malfunc-tioning chip, a Progression user could drill down on the com-puter's serial number to determine what lot of computer chipswas used. The computer manufacturer could then eliminate thefurther use of that specific lot of computer chips in its manu-facturing process.

QUALITY TRACKING

Serial/Lot functionality provides an efficient way to tracespecific serialized or lotted items. The ability to drill down onthese items or batches helps to eliminate potential quality prob-lems. When one item in a lot is found to be defective, otherscan be tested to ensure that standards of quality are upheld.This minimizes the cost of non-quality, since vendors who pro-vide low quality products can be alerted to the problem oreliminated as a vendor, and poor manufacturing processes canbe determined and corrected.

ISSUE AND RECEIPT LOGIC

Rules-based issue and receipt logic exists for serial/lot and bintransactions, such as Earliest Expiration, FIFO (First In, FirstOut), and Priority. Serial/Lot issue and receipt rules allow thesystem to make recommendations to closely follow materialmovement logic. For example, Progression will use EarliestExpiration when dealing with the shipment of perishable pro-duce. This reduces cost of obsolescence, minimizes waste, andlowers cost of goods.

VISUAL TRACE

The Progression Serial/Lot Trace Application allows you totrace the source and the disposition of a selected serial/lot item.Progression displays this information visually from source tofinal disposition, in tree-like diagrams.

You may:

• Display one or both of the Source and Disposition windows

• Compress or expand the Source and Disposition trees or a

single branch on either tree

• Begin a new trace with a serial/lot item that appears in the

Source or the Disposition of the currently displayed

serial/lot item

• Print the displayed source and/or disposition information on

the Visual Serial/Lot Trace report

• View the final disposition information of the serial/lot item,

print the Visual Serial/Lot Trace Final Disposition report,

and/or create a mail merge file containing the customer

contact information

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VIEWING AND REPORTING FUNCTIONS

Progression's Serial/Lot functionality allows you to view spe-cific serial/lot information using several viewing functions.You can quickly display the transaction history, vendor history,and sales history for serial/lot tracked items. For a selecteditem, you can view information such as serial/lot effective dateor expiration date, and transaction order number, date, cost,and quantity. You also are able to view several reports, includ-ing the Stock Status, Expiration, and History reports. Theseprovide information such as item location, receipt date, itemquantity information, customer number, warranty date, andallocation status.

ADDITIONAL FEATURES

Progression helps to facilitate the processes required for FDAregulated industries and others requiring item traceability downto the serial or lot level, including the pharmaceutical, medicalinstrument, and machinery industries.

Some of the features include the ability to:

• Define separate serial and lot formats and number-

ing conventions

• Trace items upward and downward

• View manufacturer's serial/lot number

• Write unlimited notes at the serial and lot number

level

• Use expiration dating

• Apply user-defined reason codes to put a serial or

lot number on hold

Serial/Lot functionality provides many benefits. It ensuresthat parts and batches are uniquely identified. This enables anefficient process to track and drill down on specific items, andallows easy traceability forward to customer or backward tovendor or origin of production. Problem batches can easily beidentified through vendor performance and manufacturingprocess analysis, allowing your business to deliver high qualityproducts.



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The Device Manager Module provides global functionality for each of the WMS

modules. It provides its own security system to ensure that only authorized

warehouse personnel can use the software, and supports both attached PCs

and a variety of radio frequency data collection devices.

Accurate inventory management is essential to customer satisfaction and

employee productivity. The first step to having an accurate inventory is to

process accurate receipts. The Receiving & Inventory Data Collection Module

utilizes Radio Frequency functionality to scan bar-coded items (or a bar-coded

receiving scan sheet) as items are received, enabling you to immediately

verify receipts against the Exact database for proper quantity and status.

User-definable put-away tickets can be generated with primary and secondary

bin locations, along with additional product information, simplifying the process

of moving items from the dock to the recommended put-away location.

This module supports multi-bin, serialized and lotted items, and reads virtually

any complex, vendor-designed bar codes in a single scan. For items without bar

codes, you can configure the system to automatically generate labels for

individual selling units, inner packs, cartons and pallets. This ensures that all

items in the warehouse are labeled for subsequent inventory and shipping

transactions - all without user intervention.

Once products are received, you will be able to easily manage and track the

movement of material through the warehouse. Warehouse and bin transfers

are easily handled, even for serialized and lotted items. With radio frequency

scanners, miscellaneous issues and receipts can be recorded right in the aisles.

Physical and cycle counts will be performed much more efficiently than the

Exact Warehouse Management System

The Exact Warehouse Management System(WMS) enables you to control and track the movement and storage of materials throughyour warehouse and provides you with the critical information necessary for you to makedaily business decisions that directly impactyour customers, suppliers, and your profitability.

Exact Software North America

Tel.: 1.800.468.0834


With the Exact WarehouseManagement System you can...

■ Scan & verify deliveries as they arereceived—right on the dock

■ Automatically print product labels forreceived items

■ Execute real-time inventory transactions,with full bin/serial/lot support

■ Manage the picking process from a single screen - without the need to printpick tickets

■ Verify products as they are packed &shipped, automatically generating billsof lading

■ Automate the Billing Selection process

■ Support a wide range of wireless radiofrequency data collection devices toenable accurate, efficient tracking of anyproduct

Exact Warehouse Management System

© 2004 Exact Software North America, Inc. – MAS1503

traditional tag-based approach. And, using the Stock Inquiry,

your warehouse team will even be able to locate an item

without having to go to a fixed workstation.

Managing the process of picking, packing and shipping

your products to your customers can be a complicated task.

The Pick and Ship Verification Module gives you the tools you

need to manage the process from a single screen. Did you

ever wish you could avoid printing paper-based pick tickets?

Would you like to combine orders into bulk or wave picks?

Now you can! The WMS provides full electronic picking,

replacing traditional paper pick tickets with an electronic

form. Each “Pick” is a uniquely numbered historical document,

allowing you to track full picking and shipping history.

From one screen, review which orders are available for release.

Decide which orders to combine and which are to be picked

individually. Select their picking priority, and even assign

individual pickers! Radio frequency scanners will direct the

pickers through the warehouse, right to the bins from which

they can pick the products required. Products are verified as

they are scanned, insuring that the correct products and the

correct quantities are shipped.

If you ship cartons that contain various products, the WMS

virtually eliminates shipping errors. As products are scanned

and packed into cartons, the system automatically notifies you

if the incorrect item is being scanned, if you are over- or under-

shipping, or if the item is simply not on the order. And, as

products are packed into cartons, the WMS automatically

generates customer-specific shipping labels, each with a

unique license plate for complete traceability. WMS often

pays for itself simply by reducing errors and customer claims!

Auto Pack Processing is ideal for companies that ship large

quantities of items in standard packages. This function

automatically prints carton labels for standard pack shipments

based on the quantities printed on the pick ticket and

automatically associates the correct item and quantities with

each bar-coded label.

You also have the ability to track each pallet that you ship

with a unique license plate, and for Bill of Lading purposes.

Gain flexibility in determining which pallets are assigned to

which shipments as the trucks are being loaded. Determine

which cartons were assigned to each pallet. Trading partner

required EDI UCC-128 labels are generated for the pallet and/or

the cartons if needed.

Flexibility in a shipping environment is essential. Combine

cartons and pallets from different orders into one shipment,

or split cartons and pallets from a single order into multiple

shipments and Bills of Lading.

The Pick and Ship Verification Module automatically generates

Bills of Lading, including the VICs standard bill of lading

adopted by many retail customers. And, to complete the fulfill-

ment process, if the Exact Bar Code for Distribution module is

installed, any orders that shipped are automatically selected

for billing. The need for manual billing selection is eliminated.

The EDI ASN Data Collection Module allows you to transmit

detailed shipping information to help your customers with

the processing of the merchandise they receive. This detailed

information must often be supplied in an EDI document known

as the Advance Ship Notice (ASN). The ASN contains informa-

tion detailing the contents of each carton being shipped,

along with information traditionally found on a Bill of Lading,

and must be received by the customer prior to the receipt of

the merchandise.

Your customers may also require that a UCC- 128 label be

affixed to every carton and pallet shipped to them. This label

includes a unique, bar coded “license plate” number, which

is referenced in the EDI Advanced Ship Notice. Upon receipt

of the shipment, the customer can scan the bar code on the

UCC-128 label and identify the contents of the carton without

opening it, expediting the warehouse distribution process.

Customers have different formatting requirements for their

UCC-128 labels, and it’s up to vendors to conform to their design.

The EDI ASN Data Collection Module supports these requirements

by using bar code technology to collect necessary information and

automate the creation of UCC-128 labels and transmission of ASNs.

The Production Order Processing Data Collection & Labeling

Module gives you the ability to automatically print item labels

as your products are reported complete.

For more information about the Exact WarehouseManagement System please call your Exact Softwarebusiness partner or account representative today, or visit www.exactamerica.com.

Exact Software North America

Tel.: 1.800.468.0834


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