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 |