Hopefully, you see good potential for Resource Manager to help you with your planning and scheduling needs. Since the product has a 30-day guarantee, and we provide free technical support, it is a prudent decision to order the complete product for a full-scale test using your actual data.
While we don't recommend trying to run the entire trial program without the complete manual or at least some phone support, we will summarize the basic remaining steps to handle all inventory issues, generate purchase orders, track actual, and regenerate the master adjusted schedule on demand.
The Plan Sheet is designed to accept the final planned schedule, apply inventory and adjustments, and maintain them on a perpetual basis.
Action Step: press [F4 - Initialize Inventory Table - Do It], [Yes] to add default values for new entries, [OK].
Entering Beginning Inventory
Initial, beginning inventory can be entered in the Inventory Table then transferred to the Production Calendar via the [Apply] button, on the day it is available to be used.
Action Step: Enter beginning inventory of 10 for all P#products in the Inventory Table and press [Apply] button and apply one week ago, [OK].
More Inventory Notes
Resource Manager’s inventory system is designed for running with the LEAST amount of maintenance. Once you define safety stocks, lot sizes, and beginning inventory, RM will generate the required orders to fill demand. The system DOES NOT require you to ‘receive’ those orders to complete production – receiving is done for tracking and reporting on POs. The assumption is that you will more-or-less follow schedule and make adjustments when planned orders are significantly off from actual receipts.
Our users have found that it is far easier to take an instant ‘snap-shot’ of their schedule, available inventory, etc. and rerun entire schedule than it is to try to micro manage every step.
Next, you decide which Jobs to run through the Plan schedule.
Action Step: press [F4 - Initialize Job Planning - Do It], [Yes] to default for beginning date, and [Yes] to default of ending date [OK].
After jobs have been selected and inventory chart is initialized, we can process the adjusted schedule.
Action Step: Press [F4 - Master Adjusted Schedule – Do It], [No] to Print each BOR? Prompt then [OK].
After the adjusted schedule has been processed, you can view the results directly in the Schedule Database, in any Report, and summarized results in Inventory Table.
Action Step: Press [F4 Initialize Inventory Table – Go], to view Inventory Table. Note the To Order amounts.
The final adjusted schedule holds all information for executing production and purchasing plans. Updates to this schedule are available for both Products and Operations directly through Resource Manager, or automatically via other systems (such as barcoding).
Schedule Regeneration
The [F4 - RERUN Adjusted Schedule] button allows you to reschedule one or more Jobs, using ACTUAL data for Operations to recalculate new capacity loads and schedules.
Summary Notes
The adjusted schedules show a time-phased plan for every item and can be sorted and manipulated by you however you wish.
All column headings can be modified directly by you as well as column widths, fonts, and row heights. All data sorting, charting, and other standard spreadsheet analytical tools can be used on any column(s) or row(s) in the schedule.
The entries for Num Reqr’d, Orig Req, Beg Inv, and Inv Used allow for complete inventory auditing at any stage of the process.
At this point, Resource Manager has generated a master schedule, made inventory adjustments, and generated a time-phased net plan.
Reports can be printed for action directly, and/or data can be exported for use by other systems (such as a purchasing module within an accounting package).
Once you have a Master Adjusted Schedule (PLAN sheet), and Products that have a NET REQUIRMENT and a Vendor, then you can generate Purchase Orders and Track Receipts.
Action Step: Press [F4 - Purchase Orders - Do It] [NO] to print orders [OK]. Press [F4-PO View/Update – Do It] to view and update POs.
Resource Manager can track each received quantity, monitor open or closed status, and transfer actuals directly to adjusted schedule.
Note that the Inventory Table [F4 - Initialize Inventory Table - Go] keeps a summary of all inventory transactions in an easy-to-read format.
THANK YOU for taking the time to review Resource Manager for Excel. This product is the result of working with thousands of customers, like you, who need immediate help to plan and schedule resources but don't need another expensive headache. PLEASE CALL US if you have any questions! When you order the complete product, we will work with you to make sure you are successful within 30 days – guaranteed.
Would you consider Resource Manager DB? By combining the best features from the award winning Resource Manager for Excel with the best ideas from customers, Resource Manager DB enables most any operation to immediately improve their planning, scheduling, and tracking capabilities. Written in Visual Basic and utilizing the Jet Engine run time database (same as Microsoft Access) with Microsoft Excel as a flexible report writer, Resource Manager DB provides the user unsurpassed flexibility for leveraging Excel on local PCs, and sharing data across a network.
Order
You may purchase now single user license and upgrade it later up to multi user license. Also you may now purchase the Resource Manager for Excel and upgrade it up to Resource Manager for MS Excel & MS Access later ( if you will need this upgrade).
Please note that MRP is complex system, and the price includes intensive and fast MRP consultations from one of best MRP system developers in the world.
Additional Information: Resource Manager for Excel |
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| FULL edition - $2,400+ |
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BOR edition (without forecasting and planning) - $600+ |
Buy Online |
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| FORECASTING edition - $1,200+ | Buy Online |
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| PLAN edition - $1,800+ | Buy Online |
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Additional Resource Manager for Excel Information
1. Resource Manager for Excel Overview
2. Scheduling in Excel - capicity, inventory, job
3. Scheduling in Excel - holiday and day chart
4. Production Planning in Excel
5. Scheduling of Bills of Resources
7. Master Schedule - track of production and goods
8. Forward Job Scheduling - Gantt Chart Reporting
9. Production / Resource Calendar
10 Routing, Tree, Item and MRP Summary Reports
11 Profuction & Job Report, Calendar Report
12. Sales, Shipping & Invoice Reports