Tips & Tricks Tuesday: Auto-Fill Fields in Inventory Transaction Grids

Topics: Tips & Tricks Tuesday

Posted on Jun 30, 2015 1:08:43 PM by Exact MAX

How can I auto-fill fields in selected rows or an entire column of an Inventory Transaction Grid with the same value?

The following demonstration uses the Non-Inventory Purchase Receipt Grid. The same process can be used for other Inventory Transaction Grids.

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Tips & Tricks Tuesday: Shop Order Creation and Sales Order Assignment from RMAs

Topics: Exact MAX, Tips & Tricks Tuesday

Posted on Jun 23, 2015 3:16:00 PM by Exact MAX

Did you know you can create the Shop Order to repair a part returned under an RMA and assign the Sales Order to return the repaired item directly from the RMA screen? A Sales Order to ship a replacement or a Credit Memo to credit the return can also be assigned from the RMA screen.

Creating a Shop Order from the RMA

Once the RMA has been created, the Shop Order for the repair can be created from the RMA Return Info Tab. This can be done even before the RMA is received so that the order will be visible for shop planning purposes.

Exact MAX ERP RMA

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How to Improve Visibility Across Complex Supply Chains

Topics: ERP, Supply Chain, Planning & Change Management

Posted on Jun 22, 2015 11:00:00 AM by Exact MAX

Manufacturing Supply ChainOne unforeseen consequence of globalization is the dramatic increase in supply chain complexity. Manufacturers who source the same component from multiple vendors now deal with very complex global logistics systems. Not only have lead times extended, they've become less predictable (or more variable), resulting in pressure to increase inventories. As an article in Industry Week noted (The Key to Supply Chain ROI -- Improving Visibility To Drive Out Inefficiencies In Your Supply Chain), "even minor supply chain disruptions, such as a port delay, a vendor losing an order, or a container not passing inspection, can have significant impact on the supply chain.”

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Tips & Tricks Tuesday: The Tools Menu

Topics: Exact MAX, Tips & Tricks Tuesday

Posted on Jun 16, 2015 2:26:00 PM by Exact MAX

Did you know Exact MAX provides an easy way to keep frequently used documents and tools “at your fingertips” from within each MAX Module?

This is accomplished through the Tools Menu:

Exact MAX Tools Menu

Use the Tools menu for whatever you need “at your fingertips” such as:

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Take the ERP Fitness Test [Infographic]

Topics: ERP, Strategy

Posted on Jun 10, 2015 12:00:00 PM by Exact MAX


We challenge you to take our ERP fitness test and see just how in shape (or out of shape) your current ERP or business systems are.

Get ideas on how to:

  • Improve the utilization of your current system.
  • Take advantage of the latest and greatest ERP technology.

Whether you're looking to ramp up what you're doing with your current ERP system, or you're shopping around for another vendor, we hope this quick quiz can give you some ideas for the "what's next."

Do you accept the challenge?

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Tips & Tricks Tuesday: Security Level Settings

Topics: Exact MAX, Tips & Tricks Tuesday

Posted on Jun 9, 2015 2:58:08 PM by Exact MAX

Exact MAX Tips & Tricks

If you’ve run into problems with users not being able to perform certain actions, security level settings for the particular users might be the source of the problem. For instance, when new functionality which requires user security is added to Exact MAX, the default security level for existing users is “no access." If you have upgraded recently, or have purchased new functionality, it’s likely that the default “no access” is the current setting for the new functionality for ALL users.

To check it out, go to System Manager > Activity Menu > User Security. Choose the user or user group in the left pane, then go through each module in the middle pane to display/change the security level settings listed in the right pane.

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Top 8 ERP Needs for Contract Manufacturers

Topics: ERP, Contract Manufacturing

Posted on Jun 4, 2015 11:00:00 AM by Exact MAX

iStock_000021698256MediumManufacturing may be in the midst of a surge in re-shoring work, but that hasn’t meant the end of outsourcing manufacturing. Whether it’s to provide flexible capacity, unique capabilities, or lower costs, outsourced manufacturing is here to stay. There has been a corresponding increase in the number of contract manufacturers—so much so that the U.S. Bureau of Labor Statistics has proposed to add a new industry classification to the NAICS codes effective in 2017. Along with a new NAICS code to keep the government statistics straight, contract manufacturering organizations (CMOs) need specific capabilities in their ERP systems.

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Tips & Tricks Tuesday: Convert a Quote to a Sales Order

Topics: ERP, Front Office, Exact MAX, Tips & Tricks Tuesday

Posted on Jun 2, 2015 3:28:23 PM by Exact MAX

Need to quickly convert a quote to a sales order? Here's how:

The quoting process is found in the Sales Order Processing module. You must already have set up the Part Master and BOM information. Also in preparation, in the SOP module, set up Part Sales data, then go to the Batch menu and choose Update Part Sales.

Now you can choose Activity menu > Quoting > Quote menu > New. Enter in the information for the quote on the Quote Form (Customer, Quantity, Part ID, Notes, etc.) and save it.

Choose the Quote menu > Convert Quote option. Click OK on the dialog box that appears. MAX will create a Master Schedule Order for this Quote-turned-Sales Order.

That’s it. You will now see both the original quote and the newly-made Sales Order in separate windows. The new MS Order can be seen in the Master Schedule module’s Order Navigator.

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Crowdfunding and the Impact On Small to Mid-Sized Manufacturers

Topics: SMBs, Manufacturing Innovation, Strategy, Small Business, Manufacturing

Posted on May 29, 2015 9:00:00 AM by Exact MAX

getty-medium-getty-2956-508550497Small and mid-sized manufacturers have traditionally had to self-fund growth or rely on angel investors or venture capitalists to provide funding. On the one hand, this frustrating state of affairs often limits growth and expansion. The other side of the coin is the satisfaction and pride of building your business organically. But now, crowdfunding is changing the established methods in unexpected ways. Here are a few things to consider.

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Tips & Tricks Tuesday: Copying All Components & Sub-assemblies in the Visual BOM

Topics: ERP, Shop Floor & Production, Exact MAX, Tips & Tricks Tuesday

Posted on May 26, 2015 1:57:46 PM by Exact MAX

OK, so it doesn't really feel like a Tuesday today, thanks to the long Memorial Day weekend, but we didn't forget about our Exact MAX Tip & Trick for the day.

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Insights, opinions and news relating to the world of manufacturing and ERP software. Read the full introduction here.

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