lumberTrack - progressive-solutions.com

1 lumberTrack Training Guide LT information supplied is proprietary to Progressive Solutions, Inc., and isto be considered confidential. Descriptions contained within this documentare current as of the date of printing and subject to change without notice,solely at the discretion of Progressive Solutions Solutions Commerce Parkway,Suite 200 Richmond, BCCanada V6V 2X3 Telephone: 604-214-8750 Fax: 604-214-8751 Release Date: Friday, June 22, 2012 2012 lumberTrack FeedbackIf you have found a mistake in this document or if you have suggestions orideas on how to improve this document please send your feedback Please include in your reportthe title, chapter and section titles, and the fragment of text in which youhave found an error or a proposed this manualThis document provides an overview of most of the basic functionalityrequired for operating lumberTrack .

2 Use this document as a guide forlearning how to use lumberTrack .Contacting SupportTo reach our call center (Open 5am - 5pm Pacific Time, Monday to Friday): - Phone Number: 1-866-839-5904 - Fax Number: 1-250-545-0767 - Email: HelplumberTrack on-line help includes all topics in this document, as well asadditional detail and topics. If the required information is not found in thisdocument, use the on-line help to access the information. If you feel that any relevant contant is missing from the online Help, pleaseemail 2012 Conventions used3 2012 lumberTrack44 Table of ContentsChapter 1 Managing 31 Inventory Browse .. 62 Inventory Adjustments Chapter 2 Purchasing 131 Purchase Orders .. 172 Creating Purchase Orders.

3 203 Copying Purchase Orders .. 224 Adding Items To Purchase Orders .. 365 Generating Receipts .. 376 Maintaining Sales Orders .. 437 Maintaining Work Orders .. 488 Maintaining Contract Orders .. 499 Purchase Order Status Change Chapter 3 Receiving 531 Receiving .. 552 Creating Receipts .. 573 Receiving Items Chapter 4 Producing 611 Work Orders .. 632 Creating Work Orders .. 673 Consumption Tab .. 784 Cost Operations Tab .. 825 Production Tab .. 946 Allocate Costs Tab .. 987 Completing Work Orders Chapter 5 Selling 1051 Creating Sales Orders.

4 1242 Adding Items To Sales Orders .. 1453 Sales Order Pricing .. 1514 Copying Sales Orders .. 1555 Sales Order Tags .. 1576 Credit Checking On Sales Orders .. 1617 Customer Credit Inquiry .. 1638 Customer Invoices .. 1649 Ship To Destinations .. 16610 Creating Shipments .. 16711 Contract Sales Orders .. 16812 Tracking Containers 16913 Maintaining Purchase Orders .. 17014 Maintaining Work Orders .. 17115 Booking Tab .. 17216 Tracking Revisions Chapter 6 Truck 1771 Call Orders Ready .. 1832 Unbooked Orders .. 1913 Booked Orders Chapter 2021 Creating Shipments.

5 2162 Assigning Item Quantities .. 2203 Adding/Substituting Items .. 2224 Modifying Shipment Items .. 2255 Hot Shipping .. 2276 Removing Truck Bookings .. 2287 Changing Shipment Status .. 2318 Header Recon Tab .. 2329 Revisions Tab Chapter 2351 Preview Invoices .. 2462 Released Invoices .. 2513 Manual Invoices .. 2594 Invoice Adjustments .. 2705 Credit Notes .. 2826 Vendor Invoicing Chapter 3031 Actual Costing Overview .. 3052 Moving Average Cost Chapter 10 Using Financial 3151 Adding Financial Amounts .. 3282 Modifying Financial Amounts.

6 3333 Deleting Financial Amounts .. 3354 Calculating Financial Amounts Index336 Welcome to lumberTrack LT lumberTrack is a fully integrated sales and inventorycontrol system supporting sawmill and panel production, remanufacturing and value-addedproduction as well as wholesale/brokerage. lumberTrack operates in single, multiple, or distributed environments. Integrated modulesallow for perpetual inventory control throughout an unlimited number of links between procurement, production, distribution, inventory, and accounting,integrated with inventory tagging and bar-coding technology, gives the lumberTrack useron-hand, real-time, inventory management. 2012 lumberTrack Navigating lumberTracklumberTrack LT has an easy-to-use, Windows based interface that provides fastaccess to information for sales and operations staff.

7 Since standard Windows navigationand functionality are used, you will soon become familiar with moving through the manyfeatures of following user manuals and setup guides are available for learning more aboutlumberTrack: Introduction to lumberTrack Administrators Guide (for System Administrators) Master Files Setup GuideAdditional manuals are also available for download from the Customer web site, Training GuideChapter IManaging Inventory2lumberTrackManaging Inventory 2012 Managing InventorylumberTrack LT offers robust Inventory Management. Up-to-date information onproducts may be viewed to determine purchasing requirements and sales options let products be viewed by general category, such as Product Type orSpecies, or by one specific product. It allows different types of wood products to betracked, including tagged and untagged products, at multiple mills or reload Inventory is integrated with all other modules.

8 As work orders arecompleted and purchases, sales and shipments are processed, inventory isimmediately updated. Use the following sections to become familiar with the InventoryBrowse, Inventory Adjustments and other aspects of lumberTrack Inventory 2012 Inventory BrowseThe Inventory Browse provides immediate access to up to date inventory viewing on hand amounts, or determining amounts ordered or sold of aparticular product, the information is readily available. The Inventory Browse displaysall products for the product type(s) selected in the Inventory Browse Filter. Note thatthe Inventory Browse now allows for a single or all product types to be displayed inthe Inventory Browse at one time. The main Inventory Browse shows a summary of the integer and decimal totals ofinventory.

9 As products are ordered, received, sold, consumed and produced, theinteger and decimal values in the columns change to reflect the status of eachproduct in the order cycle. Note that a wildcard "*"is allowed for product type,allowing different types to be displayed in the Inventory Browse at one time. If noproduct type is specified then no lookup is available for inventory attributes, productdescriptors or report categories, although the fields are still enabled for selections tobe keyed in. To access the Inventory Browse:1. From the Menu View select Inventory - Inventory Inventory Browse window displays in the Task Click to display inventory using the current filter or - use the Inventory Browse Filter to locate the records to Inventory Browse displays the selected grid displays products for each location, the attributes for each product aswell as the value for each of the inventory buckets (On Hand, Sold, Avail Ship,Avail Sale, Reserved, Picked, Inbound and Ordered amounts, etc).

10 The standard4lumberTrackManaging Inventory 2012 column grouping and totalling available everywhere in v10. For more informationon grouping and totalling columns, please refer to lumberTrack the scroll bars in the Inventory Browse to display additional inventory items,if applicable. For additional information on how the amounts of items change asorders are created, completed and shipped, please refer to Inventory Update HistoryThe Onhand Update History tab displays an audit trail of updates to on-handinventory for the selected product type. If the Inventory Browse is summarized onany columns, the Onhand Update History tab displays updates for all matchinginventory inventory updates resulting from invoice adjustments, the on hand update historydisplays the invoice adjustment number in the "Doc Num" column.