Product Manual

Opera Bug

Contents | Index

• Introduction
  • Requirements
    • Network
    • Server
    • Workstations
    • Printers
  • Suggested Itinery
• Installation
  • Installing from a CD
  • Installing from a download
  • Loading the software
  • Initialising the software
    • Starting Match-IT
    • Log-in
    • Select options
    • Your initial desktop
      • Hiding The Desktop
    • Change Your Password
    • Apply your licence
    • Add your initial users
    • Setup your documents
      • Typical standard document structure
    • Logging-Out
  • Using from a workstation
  • Moving the software
  • Un-Installing
• Upgrading
  • Upgrading from a CD
  • Upgrading from a download
  • Loading the new software
  • Loading your customisations
  • Initialising the new software
  • Undoing an upgrade
  • Damaged Data Recovery
• Concepts
  • The Business Model
    • Documents
    • Processes
  • The Stock Model
    • What is stock?
    • What is a batch?
    • What is a batch instance?
    • What is a stock movement?
    • Example
  • The Product Model
    • What is a product structure?
    • What is a method?
    • Piece part method example
    • Assembly method example
  • The Production Model
  • The Buy/Make/Sell Model
  • The Stock Allocation Model
  • The SMART Scheduler
    • What do ASAP and JIT mean?
    • How is stock allocated?
    • How are resources allocated?
  • The Event Diary
  • The Default System
  • The Document System
    • Sample Quotation Letter
    • Sample Sales Order Acknowledgement
    • Sample Purchase Order
    • Sample Works Order
    • Sample Dispatch Note
    • Sample C of C
    • Sample Invoice
  • The Printing System
    • Printing Sequence
    • Printing Terminology
  • The Units of Measure System
    • What is a unit of measure?
    • What is a conversion expression?
    • What is a unit-less measure?
    • What is an undefined measure?
    • What is a conversion variable?
    • Where are measures used?
    • What is a unit Picture?
    • What is a Noise Level?
    • We buy in kilos, use in feet, how can I handle this?
  • The Accounts System Interface
  • The Security System
  • Date representation
• Quick Tour
  • Part 1 Sales Order Entry
    • Take New Order
    • Select Customer
    • Enter Their Order Number
    • Enter Order Line Detail
    • Close completed order form
  • Part 2 Sales Order Approval
    • Event Diary
    • Sales Orders Awaiting Approval
    • Check price
    • Check delivery date
    • Contract review
    • Credit Check
    • Schedule the order
    • Approve the order
  • Part 3 Production Methods
    • Materials Catalog
    • Top Level Method
    • Bought-In Part
    • Manufactured Part
    • Resource Costs
  • Part 4 Progress Tracking
    • Dispatches Due
    • Tracing Backwards
    • Tracing Forwards
    • Outstanding Events
• User Guide
  • Logging-In
  • Changing Your Password
  • Logging-Out
  • Getting Help
    • In-context Help
    • Manuals
    • Training and support
    • Error message structure
    • Adding your own help
  • Moving Around
    • Ribbon menus
      • Setting your menu preferences
    • Browse Lists
    • Forms
    • Form/browse hybrids
  • Locating an item
    • By text entry
    • By selecting
    • Tips and techniques
  • Searching for an item
  • Setting your window layout preferences
  • Interrupting long operations
  • Overriding printer locations
  • Printing documents in the report stack
• Setup Guide
  • Setting up your menus
    • Building user specific menus
  • Setting your default preferences
  • Setting up the diary
  • Setting up your check-lists
  • Setting up your security scheme
    • Naming your groups
    • Assigning groups to users
    • Assigning groups to functions
    • Assigning groups to fields on forms
    • Assigning groups to calculated columns in browses
    • Assigning groups to buttons, et al
    • User specific overrides
    • Suggested set-up strategy
  • Hiding fields, buttons and tabs, et al
  • Setting up the Agent
  • Setting up your printing
    • Overview of printing process
    • Creating print queues
      • Attaching print queues to layouts
    • Creating document layouts
    • Creating new papers
    • Document Routing
    • The Reporter
    • The Report Stack
    • Report Generators
  • Setting up currencies
    • How do I add a new currency?
    • How can I handle different buy and sell currencies?
  • Setting up your units of measure
    • How do I define a new conversion?
    • How do I define and use variables?
  • Setting up your selling rules
    • Cost Estimating
  • Setting up qualifiers
  • Setting up your accounting system interface
    • Sage Line 50 (scripted)
    • Pegasus Opera (scripted)
    • TAS Books (scripted)
    • Open Accounts (scripted)
    • Sage Line 50 (legacy)
    • Sage Line 100 (legacy)
    • Exchequer Enterprise (legacy)
    • Systems Axis Diplomat (legacy)
    • MYOB (legacy)
  • Setting up your resources
    • How do I define a resource?
    • How do I define a resource group?
    • How do I define a resource week?
    • How do I define a shift pattern?
    • How do I define holidays and shut-downs?
• Training Workbook
  • Getting Started
    • Logging-in
    • The Event Diary
    • Change Manager Password
    • Add User
    • User Groups
    • Set-up Documents
  • Stage 1  Sales Order Processing
    • Add Customer
    • Set Credit Limit
    • Add Product
    • Set Cost
    • Set Price
    • Add Sales Order
    • Add Sales Order Line
    • Select Product
    • Set Ordered Quantity and Deliver On Date
    • Check Sales Price
    • Approve Sales Order
    • Approve Works Order
    • Book-In Product
    • Select Works Order
    • Set Completed Quantity
    • Create Dispatch Note
    • Approve Dispatch Note
    • Create Invoice
    • Approve Invoice
    • Checking Progress
    • Outstanding Sales Order Events
    • Stage 1 Notes
  • Stage 2  Bill Of Materials
    • Add Supplier
    • Add Raw Material
    • Set Profile
    • Set Size
    • Set Supplier and Cost
    • Find Product
    • Add Part
    • Test the BoM
    • Stage 2 Notes
  • Stage 3  Purchase Order Processing
    • Raise Ad-Hoc Purchase Order
    • Add Ad-Hoc Purchase Order Line
    • Check Purchase Price
    • Create Scheduled Purchase Order
    • Approve Purchase Order
    • Log Supplier Delivery
    • Identify Delivered Item
    • Book-In Delivered Item
    • Log Supplier Invoice
    • Identify Invoiced Item
    • Approve Supplier Invoice
    • Check Purchase Progress
    • Outstanding Purchase Events
    • Check Stock Levels
    • Stock Level Summary
    • Stage 3 Notes
  • Stage 4  Routing
    • Add Resource
    • Find Product
    • Identify Resource and Time Required
    • Test the Routing
    • Stage 4 Notes
  • Stage 5  Works Order Processing
    • Raise Ad-Hoc Works Order
    • Add Ad-Hoc Works Order Item
    • Approve Ad-Hoc Works Order
    • Works Order Kit List
    • Allocate Raw Material Stock
    • Book-In Return from Works Order
    • Log Works Order Progress
    • Check Works Progress
    • Works Order Progress
    • Stage 5 Notes
  • Notes
• Using the Method Editor
  • What is a method?
  • How do I create a method?
  • How do I test a method?
  • Method Elements
    • Assembly
    • Method
    • Step record
    • Part record
      • Part Types
      • Materials (Of This column)
      • Quantities (Use column)
    • Resource record
    • Tool record
    • Do record
    • Sub-con
    • Buy part
    • Output
    • Return
    • Output part
    • Like record
  • Using the Process Library
  • Setting Short-Cuts
  • Techniques
    • Parallel operations
    • Method choices
    • Nesting (multiple outputs)
    • Sharing resources across multiple jobs
    • Sharing work across multiple resources
    • Queue time
    • Dwell time
    • Disabling
    • Multi-up operations
    • Multi-setup configurations
    • Sub-contracted assembly
• Using SFDC
  • What is SFDC?
  • What do I need?
  • What preparation is necessary?
  • How do I setup an SFDC station?
  • How do I use the reader?
    • Works order actions
      • Issue kit
      • Return kit
      • Book-in completed products
    • Operation/step actions
      • Start Setup
      • End Setup
      • Start Run
      • Log On
      • Log Off
      • Log a Quantity
      • End Run
    • Book-in an output
  • What reports can I get?
    • Where is a worker?
    • What is the progress on a works order?
    • What time has been logged this month?
• Document Design Tutorial
  • What is a paper design?
  • What are the design considerations?
  • How do I start the paper designer?
  • How do I change my paper’s orientation?
  • How do I put header information into my paper?
  • How do I put my company information into my paper?
  • How do I put detail information into my paper?
  • How do I add more data lines to my paper?
  • How do I put footer information into my paper?
  • Use of advanced features
    • Conditional printing
    • External functions
  • Printing Labels
  • Printing Multiple Tables
• Scripting
  • Lua
    • What is Lua?
    • What is a script?
    • The Match-IT module
    • Accessing files
    • Using virtual files
    • Accessing fields in files
    • Data types
    • Accessing defaults
    • Accessing registers
    • Accessing system globals
    • Accessing system constants
    • Pre-defined functions
    • Register usage conventions
    • Useful tools
    • Using the console
    • Using the debugger
    • Example scripts
    • Wizard Functions
    • Wizard DO Function
  • GUILE
    • What is a User Interface?
    • How do I create a user interface?
      • Window definition table structure
      • Ruler format
      • Callback Interface
      • Window Layout
    • How do I access properties?
    • How do I test a user interface?
  • Accounting Software Interfaces
    • How is the interface organised?
    • How is the script organised?
    • Interface Reference
    • Export Table Reference
    • Import Table Reference
    • Example
  • Extending Report Files
  • Product Configurators
    • What is a Product Configurator?
    • Why would I use a Product Configurator?
    • What happens when I run a product configurator?
    • How do I run a product configurator?
    • How do I design a product configurator?
    • How do I define a look-up table?
    • How do I define a product configurator?
• Reference
  • Import Filters
    • Terminology
    • What is an Import Filter?
    • What is an Import Package?
    • What is a CSV file?
    • What is a Text file?
    • What is a group?
    • What should I be aware of?
    • How do I create an import filter?
    • How do I create an import package?
    • How do I create a CSV file?
    • How do I create a report text file?
    • How do I run an import filter?
    • What can be imported?
    • A CSV example: Sage Line 50 Stock File
    • A Text File example: Sage Sterling Stock Explosion
  • Import File Include Sections
  • Security Scheme Import Syntax
  • Menu Import Syntax
  • INI Files
• Training & Support Plan
  • Training Manuals
  • Function Training
    • Standing data actions:
    • Normal business actions:
    • Failure/Reject/Change/Chase actions:
    • Business status actions:
  • Method Construction Training
  • Document Designer Training
  • Implementation Consultancy
  • Non-Specific Customisations
  • User Training
  • Advanced Training
  • User Support
  • Software Upgrades
  • Extended Support
  • Support Scheme
  • Support Charter
  • Upgrade Policy

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