Sage 100

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  • 1.  Production Management v2022 Work Ticket Entry

    Posted 11-01-2022 19:29

    1. Does anyone know where I can get my hands on a Sage 100 Production Management v2022 manual?  I suspect this doesn't yet exist.

    2. In lieu of the above, does anyone have any insight into how PM copies the steps and materials when a new work ticket is created?  Here is what my testing appears to show:

        - If a template does not exist, it copies from the bill of material.
        - If a template exists, it ignores the template and copies from the bill of material.
        - If a template exists and it is filled in in the Template field in Item Maintenance or Bill of Materials, it is copied into the Template fireld on the work ticket and then Sage 100

          doubles the materials, appearing to copy the template plus the bill.

    3. If this is how it really works, then I'm assuming if there is a BOM, that supersedes all other sources, and that templates are only copied if bills don't exist.  But this means miscellaneous items cannot be copied onto the WT because bills only accept miscellaneous charges.  And what if, for a particular WT, I don't want to copy from the bill but from the template (or a different template) instead?

    4. In v2021 there was a Copy from icon and you could choose to copy from any bill, any template, or any open/closed WT.  In v2022 the only options are open or closed WT.

    5. I would love to get this sorted out before my Friday training session!

    Any insight would be appreciated.




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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------


  • 2.  RE: Production Management v2022 Work Ticket Entry

    Posted 11-02-2022 01:02
      |   view attached
    Attached is a PM overview from the Module Resources within Sage 2022.  I have all of my clients only using BOM to keep things consistent, so I can't answer on templates.

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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------

    Attachment(s)



  • 3.  RE: Production Management v2022 Work Ticket Entry

    Posted 11-02-2022 01:45
    I spoke with Karen at Sage about this yesterday.  If you have the template assigned in BOM Maintenance, then it will bring in both materials from BOM and the template.  I updated the templates to have no material and allow the BOM to manage all material.  Worked like a charm.

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    Andrea Stull | ACI Consulting
    p 714.282.0378 f 714.282.0235
    andrea@aciconsulting.com
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  • 4.  RE: Production Management v2022 Work Ticket Entry

    Posted 11-02-2022 08:32
    @Andrea Stull thank you!!!  I removed the exploded bill from the template and left the miscellaneous item on it, assigned the template to the bill, and the work ticket yielded the correct quantities for the bill components AND the miscellaneous item.  ​

    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 5.  RE: Production Management v2022 Work Ticket Entry

    Posted 11-02-2022 08:52
    But - what if I want to mark a raw material to always be procured on a PO?  The bill doesn't have such a field, so that means the only way to accomplish this is to remove the raw material from the bill, place it on the template, and mark it for PO purchase.  Far from ideal.  I will investigate and report back.

    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------