PERCEPTION^® MAT-PAC™

Purchasing & Material Control System

The following outlines a basic 30-hour training program for new users.

I.          Overview – 3 hours

·         Primary purchasing & material control functions

·         Menu bar selections

·         Tool bar selections

·         General System Operations

II.         Setting Up the Purchasing & Material Control Database – 3 hours

·         Defining company parameters for operations

·         The PERCEPTION Standard Parts Catalog

·         Stock pricing options

·         Setting units of measure (“UoM”) table

III.        Planning a project – 3 hours

·         Defining contracts & project work breakdown structure (WBS)

·         Material budgets

·         Material schedules

·         Subcontract schedules

·         Requisitions & Long lead items

IV.       Drawings – 1 hour

·         Create drawings

·         Create drawing bills of material

·         Import CAD bills of material from .dbf file

·         Approve drawing bills of material

V.        Requisitions – 2 hours

·         Create a requisition

·         Create a requisition from drawing bills of material

·         Associate with work order for schedule

·         Approve requisition for purchasing

·         Completing requisitions

VI.       Purchase Orders – 2 hours

·         Setting up vendor catalog

·         Setting up foreign currency exchange rate table

·         Setting up standard purchase order clauses (“Headers” & “Footers”)

·         Setting up standard purchase order terms & conditions (“Terms”)

·         Create a Request for Quotation (“RFQ”)

·         Create a contract direct material purchase order

·         Create a stock replenishment purchase order

·         Issue purchase order

·         Completing a purchase order

VII.      Receiving – 2 hours

·         Setting up inventory storage locations

·         Receive items to pre-defined storage location

·         Quality assurance inspections

·         Receiving un-purchased items

·         Receiving item components

·         Return to vendor

VIII.     Pallets – 2 hours

·         Create a pallet from requisitions

·         Associate pallet with work order

·         Withdraw pallet

·         Completing a pallet

IX.       Withdrawing Material to Production – 2 hours

·         Withdraw material directly to requisition

·         Withdraw stock material

·         Withdraw pallet material

·         Withdraw overhead material

X.        Managing the Project – 2 hours

·         WBS Drill Down review

·         Project summary information

·         Budget variances

·         Schedule variances

·         Material Transfers

XI.       Reports – 1 hour

·         Project WBS summary status reports

·         Purchasing status reports

·         Receiving status reports

·         Production withdraw status reports

·         Vendor performance reports

XII.      Managing General Stock Inventory – 2 hour

·         Stock status reports

·         Stock usage reports

·         Replenishment requisitions

·         Replenishment purchase orders

·         Stock price adjustments

·         Stock quantity adjustments

XIII.     Vendor Invoice Management – 1 hour

·         Entering vendor invoices

·         Cross-checking with purchase orders

·         Cross-checking with prior payments

·         Cross-checking with deliveries

·         Auto-generation of POs & PO items

XIV.     Customer Invoice Management – 1 hour

·         Setting up customer file

·         Setting up project labor rate table

·         Setting up project material mark-ups

·         Entering customer invoices

·         Time & materials billings

·         Milestone & fixed price billings

XV.      Systems Integration With Accounting – 1 hour

·         Setting up contract project general ledger (“GL”) accounts

·         Setting up overhead GL Accounts

·         Transactions with General Ledger

·         Transactions with Accounts Payable

·         Transactions with Accounts Receivable

XVI.     Tool Room Management – 1 hour

·         Setting up tool catalog

·         Issuing tools

·         Returning tools

·         Tracking tools

XVII.    Bar Code – 1 hour

·         Bar code labels

·         Bar code scanners

·         Receiving transactions

·         Material withdraw transactions

·         Stock adjustment transactions

·         Tool room transactions