1. Using Item Attributes in a Make-to-Order Environment
Andrew Hall
March 21, 2016

2. Agenda Andrew Hall Biography
Item Attribute and Item Lot Attribute Defined
Review Make-To-Order Scenario with Attributes
Setup Item Attributes
Transaction Processing with Lot Attributes
Summary
Q & A

3. Biography Andrew Hall Joined Logan Consulting in 1996
QAD implementation experience since 1993
Certifications in Supply Chain, Manufacturing, and Enterprise Financial
Based in Minneapolis, MN

4. Please note… General Release in 2015EE
This presentation is not detailed training
Attempt to convey general functionality and applicability
Does not prescribe design recommendations

5. What are Attributes?

6. Item Attribute
Specific trait that is used to partially define the uniqueness of an Item (Form, Fit and Function)
The value for this trait is fixed for a specific Item Number. It does not change on a lot, supplier, or customer basis.
Easy to think of as extensions to the standard Item Master fields (Type, Group, etc.)

7. Item Lot Attribute
Specific trait that is measured or tracked within a specific Lot of a specific Item Number
The value for this trait is variable on a lot-by-lot basis
The attribute may have specific allowable values (Range, List, Min/Max, etc.)
Conformance
Customer Acceptance
Basis for Quality Testing during Receipt Transactions

8. Quick Summary
Unlimited flexibility in expanding the available Item Master fields (Item Attribute)
Ability to track as many Lot specific traits as required. Beyond Grade, Assay, etc.
Note: Item Lot Attributes are not stored in the same tables as Grade, Assay, etc.
Lot Attributes integrated with transactions to ensure conformance

9. Set the Scenario
Ultimate goal is to show how attributes can be used in a Make-To-Order environment.
Product:
Thermoform Plant Containers
Key Quality Conformance Attribute:
Gauge between .050 and .100
Track use of Regrind % in each Lot
Customer Requirement:
Will not accept > 50% Regrind in product

10. Required Setups

11. Item Attribute Control
Define the initial status when adding a new Attribute to an item’s profile
Define the default status for a Lot that has non-conforming Attributes
Determine whether results are entered “blind” or if the specification is shown to the user
Will the Reference field be used for sub-lot?

12. Label Master Maintenance
All Attributes reference a Label Master record
Determines how attributes display on screens, reports, and certificates.

13. Maintain Item Attributes
Note that the IAQ programs are browse collection driven.
Click on Create or Modify to maintain the attributes
Attribute ID can be manually assign or assigned via NRM
Datatype – reference the look-up browse
Use Format to further refine. Example: length of a character field, number of places to left and right of decimal
Label Term – used for display on screens, reports, etc. Select or create through the look-up browse if not pre-existing.

14. Maintain Item Profile
Enter the Item Number whose profile is being maintained
Site must initially be blank. Site specific profiles may be added later.
Check to select an existing Item Profile to copy from. This will add to any existing profile for the item being maintained
Initiate through the Maintain Item Profile View. Note browse on the left hand portion of the screen
Click on Create to make a new Profile
Site – initially leave blank. Site specific profiles can only be entered after the blank site record is created.
Save record and return to the browse

15. Maintain Item Profile
This section of the browse populated by creating the Item Profile
This section of the browse populated by selecting Create
and adding Attributes to the Profile

16. Maintain Item Profile Select the Attribute to add to the Item Profile
Sequence determines the order in which the user will be prompted for entry
Level – Item, Lot, or Sub-Lot

17. Impact of Specification Type
None
Greater Than
Min Max Value
Less Than
Tolerance Value (Based on Defined Target)
Membership (character only)
Rule Expression

18. Resulting Item Profile

19. Maintain Item Customer Profile

20. Creating Orders Sales Order Maintenance Work Order Maintenance
Customer Profile Attributes copied at the line level
Work Order Maintenance
Create Work Order to support the Sales Order line
Initially, only the Item Attributes are copied into Work Order Profile
Must relate the Sales Order to Work Order in Maintain Work Order Profile

21. Maintain Work Order Profile
After creating Sales Order and Work Order, relate them together.
Work Order is then updated to the Customer / SO Profile

22. Transaction Processing

23. Report Actuals at Receipt
Three points of data entry
Receipt Transactions
PO Receiving
WO Receiving
Repetitive Receiving
Receipts Unplanned
Lot Attribute Orders created by receipt transactions
Quality Orders when there are test specifications

24. Work Order Receipt
Scroll through the attributes and enter actual results.
Enter actual value. Once saved, lot will show as conforming or be assigned the non-conforming status code

25. Monitor Material for Sales

26. Monitor Material for Sales
Open Sales Order Browse
Select Available to Allocate tab to see inventory lots and conformance at the Item Profile level
Detail browse shows conformance to the Customer’s Item Attribute Profile

27. Monitor Material for Sales
Manually allocate inventory lots to specific Sales Order based on Conformance

28. Just scratched the surface…
Site specific Profiles
Supplier Item Profiles
SO and PO Line Profiles
WO Component Profiles
Lot Attribute Orders
Quality Orders
Certificates of Analysis
Considerable Browses and Collections

29. One last comment… Design is critical
Item vs. Lot Attribute and the impact on Item Numbers
Form, Fit, and Function
Balance overhead of Item Number creation vs. resulting ERP functionality
MRP
Inventory Control
Allocations and Picking
Costing / Pricing

30. Q & A