Sample Material

2014-08-19 iDempiere Manufacturing (Production) Improvements Video - with References to Libero

The purpose of this video is to help organize opportunities for improvement in iDempiere's manufacturing.  I believe this video does two things:

1. It outlines the high level process in manufacturing. This will help users who are new to manufacturing concepts.
2. It highlights some low-effort, high-reward changes to make manufacturing in iDempiere easier. This will help established manufacturing sites better use Production for MRP.

Please understand that I love and believe in iDempiere, and even though this video highlights some of its shortcomings, iDempiere is still a good product. My hope is that this video makes it better.

If you have questions, comments or concerns, or if you find any inaccuracies, please be quick to let me know.

NOTE: the Rollup BOM Cost process "is" now recursive.

Link

• Introduction - purpose of today's conversation
  • Provide tips and recommendations for improvement
  • Highlighting difference between Production and Libero
• 0:01:30 Costing in iDempiere
  • 0:02:45 Setting Future cost = Current cost (with explanation of both fields)
    • NOTE: the Standard Cost Update process will set Future Cost = Current Cost for the "Material" Cost Element; however, it will not set it for other Standard Cost -> Cost Elements like "Labor". I did not take the time to investigate why it only works on "Material" Cost Element.
  • 0:06:00 update Rollup BOM Cost process to take a Costing Method parameter instead of the Cost Element
    • NOTE/CORRECTION: you can maintain each Cost Element for the "Standard Cost" Costing method; however, you must remember to ALWAYS roll up ALL Standard Cost ->Cost Elements every time. For this reason, the recommendation is still very valid.
  • 0:09:45 Reference Workflow and BOM Rollup process in Libero.
  • 0:10:45 Introduction to the Product.LowLevel field as a way to identify a product's BOM Depth.
  • 0:11:15 Be aware of rolling up BOM Costs for specific Products or Product Categories. You might invalidate your cost structure and introduce manufacturing variances.
  • 0:12:45 Rolling up costs into Future Cost field (not current cost price)
  • 0:13:30 Concept of setting BOM and Workflow formulas vs actuals
  • 0:17:45 (LowLevel) update RollUp BOM Cost process to order the product by LowLevel. Start from the bottom an work your way up.
  • 0:20:00 What is a RollUp BOM Cost process - in general
  • 0:21:30 Update the RollUp BOM Cost to be able to specify which cost I want to use (Future vs Current).
  • 0:24:15 Need Reports to show potential (future vs current) impacts on Inventory Value, Scheduled Orders, etc...
  • 025:30 Run Standard Cost Update to push Future Costs to Current Cost and record Inventory Valuation changes.
  • 0:29:30 Alternative: use a different Cost Type costing record as an alternative to using the Future Cost field.
• General Concerns
  • 0:32:30 Only one BOM per Product
  • 0:33:30 Production has no concept of "Prepared"
  • 0:38:30 Replenish process does not iterate across all BOM levels. You must
  • 0:40:30 Production does not have a concept of planning (CRP).  Frepple.com - open source MRP scheduling
  • 0:42:30 Inventory Moves have no corresponding Order (as Sales Order is to a Shipment). Libero has a Distribution Order.
  • 0:45:15 The concept of OnOrder and Reserved as an open balance that should be defended by the documents that account for the current totals. (reference - see the "A Better Solution").
  • 0:52:45 I thought you could use the Role window => Doc Action Access tab to enable the "Prepare" option; however, it is already enabled. I will need to investigate further how to show the "Prepare" option for Inventory Move.
  • 0:53:00 Product Info does not show Qty Pending Confirmation. (sorry - Document Type - not status:)
  • 0:55:30 The Production Order does not have a reference to its parent. Out-sourced process 1 (cut fabric) then goes to Out-source process 2 (die fabric), etc...
  • 0:56:45 Add Production Order to the list of Target Document Types for the Order Batch Process. Also add "Replenish or MRP Run" to select which documents to process.
  • 0:59:30 Add Production window -> Reverse Correct button/process.

2014-09-26 - iDempiere New Import and Export

Link

• Introduction
• 0:01:30 Export product data to create an example for using the import process
• 0:02:00 Review exported CSV data - introduce header nomenclature
  • No longer need to reference the ID - instead call by name or value
  • Includes sub-tab table and fields
  • Example: M_Substitute>M_Product_ID[Value]
• 0:04:15 Review import CSV pulled from export example
• 0:05:00 Import (Insert) 6 product records
• 0:05:30 Review log of imports
• 0:06:16 Turn some of the previously imported products into BOM lines
• 0:07:00 Export Product with BOM lines for reference
• 0:08:00 How to specify import key columns
• 0:09:30 Merge in BOM lines for existing products
• 0:10:45 Use the same process to update the Product Name and the BOM Qty at the same time with an additional merge
• 0:12:15 Difference between Insert, Update, and Merge import methods.
• 0:13:30 Apply the same concepts to Business Partners, Locations and Contacts

iDempiere Project Accounting Time and Materials Services Demo

Link

0:00:00 Introduction
0:00:45 Scenario Review
0:01:15 Create Project
0:02:45 Create Project Phases
0:03:15 Create Project Phase Line - Material
0:04:00 Review Product - Material/Stocked
0:04:45 Review Business Partner
0:05:30 Review Product - Material/Stocked Continued
0:06:00 Phase Line Pricing and Margin
0:06:30 Create Project Phase Line - Service
0:07:00 Review Product - Service/Expense - not stocked
0:08:30 Create Project Phase Line for Installation Phase (service)
0:09:15 Create Project Purchase Order from your Project Phase Lines
0:10:30 Review and complete Purchase Orders
0:11:30 Create Project Material Receipt for Service
0:12:30 Create Project Vendor Invoice for Service
0:13:45 Create Project Material Receipt for Material/Stocked
0:14:30 Create Vendor invoice for Material/Stocked
0:15:30 Note that the Material Receipt posts the Project to the general ledger
0:16:45 Review Project Financial Reports (Balance Sheet and Income Statement) for the Project
0:18:15 Create Project Sales Orders for Project => Phase 1 = Configuration
0:19:00 On Credit Order discussion - Link to Document Types (Sales Order Management - Sales Document Types)
0:19:45 Review Project Shipment created upon Sales Order completion
0:20:45 Review Project Customer Invoice created upon Sales Order completion
0:21:00 Create Project Sales Order for Phase 2 = Installation
0:22:00 Review finished Project Financial Reports (Balance Sheet and Income Statement)

Note: it is possible to tag an invoice line with a specific Phase and a Task (in addition to just the Project). Here are the steps needed to be able to apply an expense against a specific phase or task:

1. Log in as System client => System Administrator role
2. Open the 'Invoice (Vendor)' record in the Window, Tab and Field window.
3. Navigate to the 'Invoice Line' record in the Tab sub-tab and
4. Navigate to the Field Sequence sub-tab
5. Find the Phase or Task (or both) fields in the left side of the display and drag them to the right side. Place them next to the Project field.
6. Navigate to the 'Invoice Line' record in the Tab sub-tab => 'C_Phase_ID' record in the Field sub-tab
7. Zoom to the Column, check the 'Updatable' checkbox and save the Column record.
8. Log Out and Log in as your client's admin
9. Open the Invoice (Vendor), create. complete and post a vendor invoice.
10. To confirm the phase/task fields posted, open phppgadmin and see the posting
11. Alternatively, you can update the Accounting Fact Details window to include both the Phase and Task fields.