Quick reference

SERA CONTENTS 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. quick reference GENERAL IMPLEMENTATION PROGRAMS ACCOUNTING TRADE ORDERS PURCHASE SERIAL PRODUCTION COMPONENT PRODUCTION - PROJECTS REPAIRS SUBCONTRACTING MAINTENANCE SERVICES / CONTRACTS / SERIALNUMBERS RELATION INFORMATION SYSTEM 1 SERA 1. GENERAL quick reference This manual gives an overview of the most important procedures and the programs involved. It is available too as file \sera\datstart\quic_eng.doc. You can also consult or print the manuals by the Help menu of Sera. Other information and details can be found in: \sera\datstart\sera_eng.doc \sera\datstart\form_eng.doc \sera\datstart\impl_eng.doc \sera\datstart\stru_eng.doc Program numbers Sera programs are numbered like: SERA2510 SERH8210 UTIL0200 create parts enter work orders summary record layouts manual per program variable forms implementation quide system management The numbers are also accepted in a shorter form like: A251 H821 L020 create parts enter work orders summary record layouts This short form is used in this manual. 2 SERA 2. I101 A041 A083 A141 A151 A211 A201 A161 A121 A271 A212 A221 B191 B101 A231 E021 E011 A131 A181 A111 A721 A101 A191 B171 B161 A241 A216 A276 A251 A631 A451 A441 A081 A071 IMPLEMENTATION PROGRAMS quick reference Update progression list Create users Set company parameters Create language codes Create currency codes Create companies Create departments Create classification codes Create ledger accounts Create VAT codes Change companies Create booking periods Create journal codes Create country codes Create area codes Create mail codes Create selection codes Create line codes Create pay methods Create customers Create delivery terms Create suppliers Create stores Create location types Create locations Create part groups Change part groups (financial) Enter packing units parts Create parts Create stock-references Create function descriptions Enter employees Change company data Change printer settings / font-types Create variable forms 3 SERA 3. ACCOUNTING MASTER DATA C830 DAILY A301 A304 Enter journals Enter purchase invoices Create fixed assets quick reference PERIODICALLY A327 A808 C381 C832 C334 C335 E306 E309 Process payments Book hours administration Book work in process Depreciate fixed assets Create VAT report Summary VAT report Create cost allocations (optional) Process cost allocations CONTROL PROGRAMS A345 A348 L260 A346 A695 C690 C791 B856 C392 Summary unprinted sales invoices Summary sub sequential deliveries Summary picking lists in process Summary unreceived invoices Analyses internal stock mutations Summary stock value per period Summary stock mutations per period Analysis hours per department Summary work in process IMPORTANT SUMMARIES A330 A331 A335 A310 Summary general ledger Trial balance Balance and profit- & loss account Extended summary debtors 4 SERA A312 B364 A320 A325 Statements of debtors Reminders Extended summary creditors Summary pay obligations quick reference 5 SERA 4. TRADE ORDERS MASTER DATA A171 A291 A292 A293 B291 B292 E291 E292 E293 E294 Create bills of material Enter discount per customer Enter discount per part group Enter discount/prices per part quick reference Enter overall discounts / charges Enter overall discounts / charges per customer Enter general rules for quantity discount Enter rules for quantity discount per group / customer Enter prices per quantity Enter prices per quantity per customer ORDER ENTRY / BACK ORDERS C501 C507 B511 Enter quotations Quotation -> order Enter orders PURCHASE A761 A692 A651 A668 Direct purchasing of sales orders Summary stock-shortage Enter purchase orders Automatic purchasing WAREHOUSE A671 SALES A533 A751 Commit stock to sales orders Direct sales / counter sales Enter receipts on purchase order 6 SERA WAREHOUSE A532 Confirm shipment / invoicing quick reference 7 SERA 5. PURCHASE MASTERDATA A641 Enter alternative suppliers quick reference PLANNING WITH MINIMUM STOCK-LEVELS L781 C666 A692 B899 Enter calculation parameters Calculate minimum stock Summary stock-shortage Change stock forecast PLANNING WITH MRP A982 A983 or A921 A922 A987 Create master plan from history or actual orders Enter master plan Create forecast Adjust master plan to forecast and actual sales MRP calculation ORDER ENTRY A651 or A761 or A668 or A928 or A226 A978 Enter orders manually Direct purchase on sales / production orders Automatic purchase on stock shortages Confirm MRP-advice Enter MRP-defaults per part-group Order automatically according MRP-advice PROCESS A676 Summary orders per supplier / overdue orders 8 SERA A674 Call contracts RECEIPTS B681 A671 A672 quick reference Receipts without a purchase order Receipts on purchase orders Goods from quality control into free stock ACCOUNTING A304 Enter purchase invoices 9 SERA 6. SERIAL PRODUCTION MASTER DATA A171 B201 A801 A941 A901 A911 A951 F821 quick reference Create bills of material Create plan places Create work types Create capacities Create company calendar Create overtime calendar Create labor routes Create bills of material / labor routes from calculation PLANNING WITH MRP A982 A983 or A921 A922 A987 Create master plan from history or actual orders Enter master plan Create forecast Adjust master plan to forecast and actual sales MRP calculation PLANNING WITH STOCK-LEVELS A692 B899 Summary stock-shortage Change stock forecast WORK ORDER PREPARATION - PLANNING H821 or A928 or A226 A979 A830 A860 A855 Enter work orders manually Confirm MRP-advice Enter MRP-defaults per part-group Order automatically according MRP-advice Print work orders Planning per department Work order status 10 SERA Optional L351 Create Ms-Project resource file L352 Export to Ms-Project WAREHOUSE A671 A843 A842 A697 A853 quick reference Enter receipts on purchase order Commit stock / print picking lists Issue material lists Unplanned stock issue to work orders Receipt subcontracted jobs PROCESS A811 F811 A853 Enter hours, finish operations, issue stock Station hours-administration, issue stock on-line Finish operations ACCOUNTING A304 Enter purchase invoices FINISHING A857 A838 A859 Extended summary calculations Complete work orders Clear finished orders 11 SERA 7. MASTER DATA B201 A801 A901 F861 F871 A171 F831 F841 Create plan places Create work types Create company calendar Create components Create elements Create bills of material Connect items to elements Connect elements to components quick reference COMPONENT PRODUCTION - PROJECTS CALCULATION - QUOTATION F821 G861 G871 C501 C507 B861 Calculate projects Create quotations Quotation -> order Create quotations Quotation -> order Enter projects without a quotation WORK ORDER PREPARATION - PLANNING B873 A860 A855 Add extra labor Planning per department Work order status Optional L351 Create Ms-Project resource file L352 Export to Ms-Project WAREHOUSE A671 A843 A842 A697 A853 Enter receipts on purchase order Commit stock / print picking lists Issue material lists Unplanned stock issue to work orders Receipt subcontracted jobs 12 SERA PROCESS A811 F811 A853 ACCOUNTING A304 Enter purchase invoices quick reference Enter hours, finish operations, issue stock Station hours-administration, issue stock on-line Finish operations FINISHING A857 B878 B875 A859 Extended summary calculations Finish and invoice fixed price projects Invoice projects on costing base Clear finished orders 13 SERA 8. REPAIRS MASTER DATA A801 A261 A251 quick reference Create work types Create complaint / cause codes Create (dummy-) parts for grouping non-part repairs ORDER ENTRY A601 B600 Enter repairs Price quotations WAREHOUSE A684 A686 Issue stock to repair orders Purchase used material from repairs PROCESS A811 F811 A304 Enter hours Station hours-administration Enter purchase invoices FINISHING B610 B601 B611 Summary calculations extended Invoice /ship repairs Invoice repairs with details 14 SERA 9. SUBCONTRACTING quick reference BY PURCHASE WITH MATERIALS SUPPLIED TO THE SUBCONTRACTOR MASTER DATA A171 A171 A951 A252 Create bill of material route 0 for all materials Create bill of material route 9 Create labor route 0 for all labor Update parts file with latest cost price PURCHASE A651 Enter purchase orders WAREHOUSE A843 A842 A671 Commit stock / print picking lists Issue material lists to subcontractor Enter receipts on purchase order ACCOUNTING A304 Enter purchase invoices BY PRODUCTION SERIAL PRODUCTION A951 H821 A824 Create /change labor routes Enter work orders Print subcontracting orders COMPONENT PRODUCTION / PROJECTS F821 G861 Calculate projects Create quotations 15 SERA G871 B861 A824 Quotation -> order Enter orders directly Print subcontracting orders WAREHOUSE A853 quick reference Finish operations (=receive goods) ACCOUNTING A304 Enter purchase invoices 16 SERA 10. MAINTENANCE MASTERDATA C801 C881 C871 C876 C891 C897 C811 Create equipment Create maintenance instructions Create tools Link tools to instructions Link instructions to equipment Enter calendar Enter maintenance contracts quick reference PLANNING C822 C829 C895 Enter latest counter values Plan maintenance Print orders PROCESS A811 F811 Enter hours Station hours-administration WAREHOUSE C864 C865 Issue stock to maintenance orders Return material from maintenance ACCOUNTING A304 Enter purchase invoices FINISHING C824 C816 Finish orders Invoice maintenance contracts 17 SERA 11. MASTERDATA B951 B981 B991 B961 Create service codes Create warranty types Create contract types Create service contracts quick reference SERVICES / CONTRACTS / SERIAL NUMBERS PROCESS B960 B971 A601 Or B861 B911 A811 A619 Div. Etc. Invoice contracts Enter serial numbers Enter repair orders Enter projects Enter service reports Enter hours Enter repair reports Issue material to repairs / projects FINISHING B611 or B875 Invoice repairs Invoice projects 18 SERA 12. MASTERDATA I191 I171 Create person adjectives Create sales routes quick reference RELATION INFORMATION SYSTEM PROCESS I818 I189 Relation information system Send a mailing 19