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Source-free Modifications to Mfg/Pro

Source-free Modifications to Mfg/Pro. Paul Moser : Hawk Precision Components John Campbell : ProStar Software. TailorPro. Introduction. Hawk Precision Software needs Software solutions research Selection of TailorPro. Agenda. Hawk’s business requirements Overview of TailorPro

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Source-free Modifications to Mfg/Pro

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  1. Source-free Modifications to Mfg/Pro Paul Moser: Hawk Precision Components John Campbell: ProStar Software TailorPro

  2. Introduction • Hawk Precision • Software needs • Software solutions research • Selection of TailorPro

  3. Agenda • Hawk’s business requirements • Overview of TailorPro • The implementation process • Example of TailorPro solution • Future requirements

  4. Software Needs Overview • Surcharge Requirements • Audit & Security needs (Sarbanes Oxley) • Hot Key Browses • Other

  5. TailorPro Overview • Ability to Modify • Screens • Business logic • Data structures • No source code • No DB changes • Context sensitivity

  6. Benefits To Hawk Precision • Direct $ return • Correct customer billing • Ease of use • Interface consistent with mfg/pro • Flexibility in handling unique customer requirements • Compliance with SOX audit

  7. Surcharge screen

  8. Surcharge Entry • Item master extended record • Overlay screen for data entry • Can use standard mfg/pro lookups

  9. Surcharge Setup

  10. Surcharge Setup • Surcharge option by customer • Options: on-line, batch or none • Again, overlay frame forces entry

  11. Surcharge by Customer

  12. Sarbanes-Oxley Requirements • Corporate review of obligations • Large number of field audits • Needed to implement quickly • Fulfillment subject to audit / verification

  13. Sample requirements • Require some fields to be non-blank • Disallow changes to some fields • Validate specific fields • Create extra security on certain fields • Logging of various fields • Sequential numbering of fields also available (but not yet used by Hawk)

  14. Field “Protection” Fields disabled for order entry

  15. Security Messaging is similar to standard Mfg / Pro interface but can be distinguished.

  16. Validation on Due Dates

  17. Field Audit report

  18. Miscellaneous additions • Validate site security in SO entry (5 sites in 4 Entities in database) • Hot key browses for Advanced Repetitive subcontract POs and shipments • Reason codes for Sales order change analysis • Provide lead time messaging at so entry.

  19. Subcontract Detail Browse runs in < 2 seconds compared to > 3 minutes for the standard browses. It limits records to only the part# indicated on PO, shipper or receiver and also populates the subsequent operation # field.

  20. Sales Order change tracking Capturing data for sales order entry changes requested by customer aids in developing analysis for patterns in customer change requests.

  21. Lead Time Information For quick feedback on lead time when entering customer changes of qty and or due date

  22. Future Plans • Supplemental fields • Tracing machine hours and labor hours • Summary tables for analytical data • Tracking standard vs actual hours in a work-centers • eB2 upgrade • Hawk can accept patches, service packs and upgrades

  23. Overview of TailorPro • Overview of Architecture • Demonstration of Tool • Example of Code

  24. Architecture • Repository Based • What-when-where • Design-time vs. run-time • Developer tool • Execution kernel • Code libraries

  25. Design Tool • Multiple Components • Adding an application anchor • Mapping DB tables and rules • Screen manipulation

  26. Sample of Code /* sochange.p -- changes to so screen */ {disable.i &FieldNames = '"so_req_date,promise_date,so_tax_date,so_pr_list,so_project"'} {enable.i &FieldNames = '"ordertype"'} {hide.i &FieldNames = '"so_pricing_dt,so_taxc,so_lang,reprice"'} {fldlabel.i &FieldName = '"so_site"' &FieldLabel = '"Division"'} {fldattrs.i &FieldName = '"so_rmks"' &FieldFormat = '"x(50)"' &FieldWidth = 22}

  27. Financial Benefits • Time savings from Hot Key browses $12k • Improved order fulfillment analysis $50k • Surcharge collectability / labor savings $ 250k • Keeping CEO/CFO out of Sarbanes-Oxley Jail Priceless

  28. Conclusion • Needed a better fit between business needs and the business system • TailorPro enabled the required customizations • No changes to source code or the production database • Rapid payback on investment (with surcharges application alone) • Supported Sarbanes Oxley compliance with Audit & Security tool • Upgrade to eB2 will not require changes to TailorPro solutions.

  29. Questions? Thank You! Paul Moser: pmoser@hawkprecision.com John Campbell: john@wss.com

  30. Source-free Modifications to Mfg/Pro Paul Moser: Hawk Precision Components John Campbell: ProStar Software TailorPro

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