SQLWorks Document management has reached the next level, enabling tagging of engineering documents and automated printing alongside Works Orders.
As shown in our Introduction to Document Management, many types of files can be added and stored within SQLWorks, linked to other data, downloaded or referenced whenever required. Our development team have also enabled tagging of specific files as ‘engineering’ documents so they can be automatically transferred through to production.
Saving a .jpeg or .pdf to a stock item’s document tab is a simple drag-and-drop process, supported by tagging with the engineering tag. When a Works order is created for that Bill of Materials, those supporting documents can be pulled through for printing automatically.
This is especially useful for assembly instructions, photographs, blueprints and similar that help guide during the production process.
Setting specific criteria in ‘Accounts preferences’ and ‘Document Analysis’ which can be found on the Navbar, allows a specific ‘tag’ such as one named Engineering, to be selected when saving a document on a stock item. Tagged documents appear in the ‘Documents List’ in the top right of the Works Order automatically, and when printing or previewing your Works Order SQLWorks finds the associated document and asks you to confirm whether you would like to print the engineering documents.
This feature is especially useful if you have drawings, assembly instructions or diagrams for example, that need to accompany the Works order when sent to the shopfloor/workshop for the build process.
If you would like to find out more about how SQLWorks can make the Manufacturing processes more efficient and less time consuming, please get in touch with our SQLWorks team via email [email protected] or call 01271 441570.
Lineal Software Solutions are excited to announced the public release of our next generation of SQLWorks software.
Version 10 of our flagship business management suite harnesses more advanced manufacturing capabilities for the first time – introducing brand new material requirements planning (MRP) capabilities into our existing integrated accounting, CRM & stock control platform.
Automation is critical to productivity. SQLWorks MRP allows businesses to instantly gauge future demand for stock items & materials based on a flexible time horizon and existing stock availability, automatically generate purchase orders for approved suppliers, automatically roll-up part and cost changes through bills of material, and automatically create works orders for production centres on the factory floor.
“… We are clear that the faster adoption of technology will result in greater investment and in more manufacturing taking place in the UK.”
UK Gov ‘Made Smarter’ Manufacturing Review
These hotly-anticipated new features will help drive real business benefits, especially among manufacturing and logistics companies: including more intelligent and cost-effective purchasing, optimised stock holding, and coordinated forward planning of production.
Factory managers can now backflush manufactured items, auto-attach engineering documents, optionally roll-up updated part-costings from purchasing through the relevant kits, and even import new assemblies from popular engineering CAD software via drag-and-drop.
“… British manufacturing needs a factory reset.”
Mike Matthews, Lineal Software Solutions
MRP is an immensely powerful tool for running a business – and we’ve given users the ability to drill-right down into purchasing and production recommendations – finding the exact source of demand from potentially thousands of orders, to line level, with a simple double-click.
SQLWorks manufacturing abilities integrate seamlessly with other business processes across accounting, CRM and stock control – and we’re planning further extensions to functionality for release later in 2020: including detailed capacity planning, support for ‘Just-In-Time’ (JIT) style manufacturing, and more complex ad-hoc report building.
We’ve also made some updates to the visual identity of SQLWorks with this iteration to help make our software feel smoother and more accessible to new users, and expanded Lineal’s UK Software Development Team of Omnis developers to hasten our development cycle.
Mike Matthews, Lineal’s Managing Director, explained: “This is a terrific new leap forward for our SQLWorks software. The new release is our most advanced ever, and introduces powerful new manufacturing and logistical control to our existing business management tools.”
Measurable Business Benefits
One, fully-integrated platform
Heightened financial visibility
Hours of work duplication saved by automation
Greater manufacturing control
Optimised spending & stock holding
Genuine support for business continuity
“We believe the ability for industry to automatically complete important engineering tasks – like importing newly-designed assemblies, production planning, updating part costs and forecasting future operations – will prove a popular choice among manufacturers.”
“Post-lockdown many firms will be doing some serious soul-searching about whether their systems are really up to scratch. British manufacturing needs a factory reset. If you can’t innovate then you’re at a dead end, and modernisation will be an important part of the UK’s economic recovery.”
SQLWorks Version 10 with MRP is available NOW
Simple, fast and intuitive data entry. Detailed, responsive and targeted data analysis.
To compliment SQLWorks manufacturing and kitting, Stock Ledger allows users to create and manage manufacturing works orders to different degrees of detail.
(For an introduction to SQLWorks manufacturing and kitting, click here.)
Works Orders are accessible from the Stock Ledger screen, under the ‘Products’ module, in the main NavBar (1), by clicking the ‘Works Orders’ tab for a chosen stock item.
The two tables on the left-hand side show ‘Active Word Orders’ still being worked upon, and ‘Completed Works Orders’ which have been finished (2.)
To the right the ‘Build Quantity’ (3) Panel shows the parts needed for that stock item, how many are available in the default warehouse to use for this works order, and the maximum finished items that can be built from these parts.
The lower right panels (4) show a summary of the scheduled builds on a selected works order, and the parts required for each of these scheduled builds (in case the Works Orders vary between builds.)
Users can complete a simple works order by right clicking in the ‘Active Works Orders’ and choosing ‘Quick Build.’ This simplified option checks the correct parts out of stock from their default warehouses, completes a Works Order immediately, and checks in the finished item into stock in its default warehouse.
This is useful for simple builds where no extra works order detail is required and the works order doesn’t need to be drafted in advance.
Full Works Order
Users can create a full new works order by right clicking in the ‘Active Works Orders’ and selecting ‘New Works Order’.
This opens a new works order window for the chosen stock item– these can be given header information including a Total Build Quantity. Parts for kitting will be taken from the ‘Take Stock From’ Warehouse code, and (via the designated build bin) the finished item will be checked into the ‘Build Product Where?’ Warehouse code and Bin number.
Each line on the Works Order represents one ‘schedule’ for building a given quantity of the kit – with the quantity of that schedule enterable on the left hand side. A component list is also shown here, to help inform production numbers.
The middle column (‘Cost Groups’) displays advanced Construction Time / Cost Centre additions for this kit if this feature is turned on in SQLWorks.*
The ‘Build Group Column’ is used for the actual building of the works order: typing a quantity into the ‘Take’ field and clicking ‘Take’ removes the required parts from the ‘Take Stock From’ warehouse, and doing the same in the ‘Build’ field and clicking ‘Build’ assembles the new kitted item and moves it to your designated ‘Build Product Where?’ Warehouse and Bin.
You can also cancel quantity’s from the Works Order by typing a quantity into the ‘Cancel Qty’ field.
On the right hand side of each line the ‘Inspection Group’ allows you to enter up to four custom quality testing/inspection checkpoints for each works order schedule, date-stamped for approval.
Works Orders can be saved without being built (to schedule future work), but when the ‘built’ quantity within the works order and any cancelled quantity added together equal the ‘Total Quantity’ required, the works order will automatically be moved to the ‘Completed Works Order’ list.
*Construction Time / Cost Centres
Advanced users can turn on ‘Default Construction Costs (per Hour)’ and ‘Default Construction Times (per Hour)’ which will appear at the top of the Works Order Tab if used.
This allows the user to save details for time taken, and costs expended, as the finished kit is processed through up to a maximum of six stages to complete the Works Order, and can be factored into sales costs accordingly.
SQLWorks includes a manufacture and kitting tool able to budget for and build manufactured products using a selection of saved kits.
Manufacturing is accessible to users of the SQLWorks Advanced Stock, and can be found within the Stock Ledger screen under the ‘Products’ module in the main Navbar (1).
Clicking the ‘Kit Details’ Tab opens the kitting information for the selected stock item (2), and users should click the ‘Setup’ button if using these tools for a given stock item for the first time. By default, SQLWorks saves up to 3 alternate builds for each manufactured item (although more are available) with saved descriptions for each build (3).
Each stock item in your SQLWorks stock ledger can be both a ‘parent’ (made from its stock item ‘children’ – its components) or a ‘child’ of another stock item ‘parent’. Right-clicking opens options to ‘add child’ (component part) including values for both the components and associated labour costs.
Saved builds can include many components, sub components, and more levels as needed.
On the right hand side of the panel (4) are fields displaying the ‘Base Component Cost’ (the total value of the component parts as worked out by your saved SQLWorks stock valuation model) the ‘Marked Up Component Cost’ (the total markup value once percentage markups such as labour or assembly costs have been applied to each component for this build) and the ‘Current Kit Cost’ with your assigned sale cost for the finished product.
The kit price will be re-calculated automatically as component parts change, or if you have disabled this feature, by pressing the ‘Re-calculate’ button. Users can update the cost details for a build, allowing for any recent changes to stock ledger components, their value or assembly markup costs. You can also use saved shortcuts in the quick select menu of the Stock Ledger to view ‘Parent Items’ and ‘Child Items’ for easy searching.
SQLWorks manufacturing gives you a toolkit to organize the manufacture of kits from countless components, and to keep track of costs at every stage of the production line.