All right. Welcome everyone to the webinar. I am Stacy Writes the Demand Generation Marketing Manager at Acumatica and I will also be your webinar moderator for today. Before we begin, I'd like to note that this webinar is meant to be very interactive. With that said, it means that there are are a variety of resources that you could check out that's related to today's topic. And also there is AQ and a box on the bottom of the screen here. You could submit all of your burning questions in the Q&A box so that we could answer them at the end of this webinar. If we happen to run out of time though, don't fret because we can reach out to you after this webinar ends. And lastly, we want to let you know that your voice matters, so please submit the very short webinar survey that is located to the right of your screen so that we could better better understand what you would like to see in the future. And with that said, I will pass it off to Debbie Baldwin and Paul Dubuque. All right. Thank you so much, Stacy. I'm really excited today to talk to everybody about my one of manufacturing. I'm Debbie Baldwin, I'm the Director of Product Management for manufacturing, distribution and retail here at Acumatica. And with me is Paul. Paul, you want to introduce yourself? Sure. I'm Paul Dubuque. I am one of the pre sales folks here at at Acumatica focusing on both manufacturing and commerce so perfect for today. All right, well, let's get started. So today's during today's webinar. First, we're going to provide you a high level introduction to the manufacturing edition. I'll then showcase a customer that's benefiting from running their manufacturing operations with Acumatica. And then finally, I know what everybody really wants to see is Paul and I are going to provide a demonstration where we're going to place an order online and then the order will automatically be created in Acumatica and then we'll walk through the production capabilities of Acumatica. So let's get started. For the next few minutes, I'm just going to give you an introduction to Ikematica's Manufacturing Edition. So let's take a peek at what we have to offer. Ikematica's Manufacturing Edition provides deep manufacturing functionality. In fact, it's a suite of connected manufacturing business applications for production, estimating, engineering, material planning, scheduling, and product configuration. But the Manufacturing Edition also allows you to manage your entire business because it also includes inventory and order management, data collection, finance and also document management. Your end users can also build configurable enquiries, personalized reports and also role based dashboards. And the benefit is that they can get real time business analytics without having to rely on an IT person. The Manufacturing edition is comprised of Bills and Materials, MRP, Production Management, Estimating and Engineering, Change Control and beyond these core modules, you can also elect to add on the Product Configurator or advanced planning and Scheduling modules. We also offer an integration to our Projects module for those of you that are more project oriented and want to tie production orders to your projects to manage cost. With Acumatica's mobile application, we also have the ability to scan materials. We can scan labor and we can also move items from 1:00 Work Center to the next and scan inventory items. Scan items into inventory. Users can also clock on and off production orders with supervisor approval prior to posting. And one thing that our customers love is that we support multiple modes of manufacturing all within the same application. So whether you make to stock engineer specifically for your customer or even do batch processing or a combination of all of these, we can support your business. Here on this slide are just a few examples of Accumatica customers that have embraced Accumatica's modern ERP to help them to improve collaboration, planning, productivity and customer retention. Today I'm going to highlight one of our customers, Hollywood. Hollywood makes sustainable furniture from recycled milk jugs and detergent bottles and other recyclable plastics. They're based in Syracuse, IN and they have on site recycling facilities that recycle an average of 400,000 milk jugs per day. Hollywood distributes its sustainable Adirondack chairs, tables and other furniture through brick and mortar retailers such as Target and Home Depot, and they also sell online with Amazon and Wayfair. And then in 2018, Hollywood began to sell direct to consumer to increase its brand awareness. The lumber, their genuine Hollywood lumber is infinitely recyclable, so the furniture they make can be recycled back to where it started and they can reprocess production scrap back into lumber and give it another chance to sunshine. So let's watch this short video featuring Hollywood where they share their story and they talk about how they're using Acumatica Manufacturing Edition to better serve their customers. Hollywood is a classic entrepreneur's story started in a garage. Our founder and current CEO saw plastic that needed to be recycled and he saw Adirondack chairs. He put two and two together and he built the first Adirondack chair from recycled melt jugs. Every piece of plastic that comes into our facilities from any source gets continuously recycled back into our plastic lumber until it's made into a beautiful lifetime piece of furniture. With our previous ERP, we really had a system that was so siloed that no one really trusted the information. We had gone past the bounds of what it could possibly do for us and it couldn't scale with us. The challenge was Sage was that the business was moving faster than the data. Data wasn't coming in real time, so business decisions were being made on data that made to be a little stale. With Acumatica, we've been able to use it as our central hub and integrate all of our other peripheral systems so that we have a continuous flow of information. One of the best benefits of that is just the trust, the transparency of Acumatica. And then behind the scenes, we're taking advantage of Acumatica's AP is to create production orders and move entries and shipments within Acumatica I. Think the biggest benefit with Acumatica is the data getting to the stakeholders in a timely fashion through the use of generic inquiries dashboards. Business leaders seeing that data in real time and helping them make decisions that happen to wait for reports at the end of the day or reports the next morning or having to shift through a whole bunch of data. The thing I'd really say about Martin Associates that puts them above and beyond is they don't just have the technical know how, which they do, but they get into the business and understand it so that they can partner and say, OK, you guys do things uniquely this way, here's how we can help you. The complexity of the solution that they needed or required some very complex integrations. We knew that Akumatica would be able to handle that, and along with their development team and our development team, it just seemed like a natural fit for them. Acumatica can scale with us, and we can scale with Acumatica. There's no business process or customization that Acumatica isn't able to support because we don't just have to use Acumatica out-of-the-box, we can build on top of. It but with Acumatica now we're getting orders in a timely fashion. We have a better understanding of the order volume that's happening everyday. Acumatica is a system that is built to be grown into and meets you where you're at today and offers you lots of runway to grow into it into the future. OK, now we're going to switch over to the application and I'll give you a quick overview of the manufacturing functionality. Remember, this is a very short, high level demo. The product actually does so much more and we'd love to spend more time with you to go through a day in the Life demo. The very first thing I'll do is just log in to Acumatica. Anywhere that you have access to the Internet, you'll also have access to Acumatica. So if you're using a laptop, if you're using a tablet or a smartphone, as long as you can get to the Internet, you'll also be able to get to the critical business data that lives within Acumatica to quickly cover navigation. If you look over on the left hand side of the screen, these are what we refer to as Acumatica workspaces. And each one of these workspaces is configured around a different process area. So engineers for example would have a workspace that's dedicated to doing things like entering new bills of materials, doing cost rolls, maybe running different reports like a BOM summary report, or a multi level bill of material. The production orders workspace is going to allow a production manager to create production orders, to manage production orders, and to look at production order performance. However, you could always use the universal search to navigate through Acumatica as well. So if I did something like type in the word production, I'm going to see every area in the system return to me that I might be looking for. So here I could go in and I could release production orders directly from this menu or maybe even work on my production preferences. I can also search across transactions and profiles. Perhaps I have a customer service Rep on the phone that's looking for the status of an item in production, and I can type in that production order number to quickly locate it in the system. Dashboards are another extremely important aspect of Acumatica. Each user is going to have a dashboard that's designed around their role in the organization. So a controller, for example, would have a dashboard that's very much focused on the financial aspects such as what customers do I have on credit hold and who do we have in our overview aging account and what are our top overdue balances. These dashboards are designed around actionable insights. So not only do you get this analytical information in a snapshot of your business, but you can also drill into the details and start to take action on the different items that need your attention. We can also filter a dashboard by a parameter. On this dashboard, we can filter by a single customer. This is where we're going to begin our demonstration story for today. Our customer places an order using Shopify at our Acumatica general store. Once they place the order, we can immediately see and review the order. In Acumatica. We'll create a production order linked to the sales order and at the same time generate the production order for all linked sub assemblies. We'll also take a look at all of the related production orders from the parent production order. We'll review the bill of material that's used on the production order. And next, we'll process and complete the production order. We'll review the completed production order. And finally, we'll spend a few moments on MRP and scheduling. And to kick off the demo, let's hear from Paul Dubuque, where he'll share with us how to create a sales order using Shopify. Here's a Shopify store. This happens to be an Acumatica general store. Don't worry about the look and feel. You have complete control with many templates to choose from to make the store look and feel the way you want for your business. Let's search for coffee, then select the Keurig Model 340. Here you can have pictures and descriptions of your product. Now these pictures can come over from Acumatica and sync up to the Shopify store. Or you can load high resolution pictures and detailed descriptions directly into Shopify. Acumatica doesn't care long as the item and part number match. Users can add the coffee maker to the cart and then keep on shopping. But in this case, let's just buy it now. Here, the customer can enter their credit card information to complete the purchase. When we look at the order in Shopify, we'll see the Shopify order number. Now, that order number may be different and likely will be different than the Acumatica order number. But Acumatica will reference this number to make searching and customer service easy. The Acumatica Commerce Connector is running in real time mode. This means any changes to items or shipments in Acumatica are automatically sent to Shopify in any orders or payments in Shopify are automatically sent to Acumatica. The Acumatica Commerce Connector has all the necessary fields mapped between the two systems, eliminating the need for custom programming and lengthy implementations, but users still have full control to change any of that mapping without any need for development tools. Now, over in Acumatica, we can view that order. Now we open that order up, you'll see the Shopify order number referenced in a couple of different places. You'll also see the details of the order, and in this case it's a single line item, and you'll see the availability of inventory for that item. In this case, that's zero. To create the inventory, we'll have Debbie walk you through the production flow. Thanks, Paul. Next, we'll create the production order that's linked to the sales order. Notice that I also have the ability to create all of the sub assemblies at the same time. Let's drill into the production order that's been created for the sales order. The production order is created for the quantity of 1 to fill the request for one Keurig on the sales order. The system takes into account any labor on the routing to calculate the start and the end dates. We also have the ability to pre assign lot or serial numbers to the production order for those organizations that need granular traceability. A production manager can set up the system so that it requires the lot or serial number of the component item to be assigned to the lot or serial tracked parent item when the components are issued or prior to when the item is moved to stock. On the References tab, we can see the sales order that's linked to the Production order. We can also see the Bill of Material that was used to create the Production Bill of Material. Let's drill in and take a look. The Bill of material is the template for manufacturing. It tells the people on the shop floor what steps do I need to take to build this item and what materials do I need in order to produce this item? Bills of materials can be different depending on the warehouse that they're stocked in and sold from. We do support revision control on bills of materials and effectivity dates. So you can see that this is revision A of this bill of material. So in the middle section is the operations or the routing steps. What we're saying here is that these are the steps that need to be completed in order for this finished good to be produced. These operations are performed in each of these work centers or cost centers. Labor and machine times can be associated to each operation. So how much time does it take to complete this operation and how many pieces can I complete during this time? We also support backflushing of Labor. So if you don't want to report labor and you just want it to be automatically accumulated for the operation when they're completed, we can handle this scenario. If you backflush, but you still want to record additional time against the operation above what the backflush time is, it can still be reported manually. Users can also specify control points. Or operations that must be reported at the bottom of the screen. Each operation can have materials, steps, tools, and overhead associated with it. The operation can also be an outside process operation where you send the item out for a contractor to do some work and you want to track the cost of this labor against your production order. So whenever I'm doing the assembly of this item, these are the materials that I need. This shows the quantity required, the unit of measure of the item that will be pulled out of inventory when you manually issue them to the production order or if you're back flushing, it's done automatically. So you have a choice if you want to issue or back flush and you can even determine this on a part by part basis. Steps are where you can add instructions for those that are out on the shop floor doing the work. The system will support attachments like drawings or videos. You can link tools and machines to your bill of material. And if there's any overhead that you'd like to associate with a bill of material, you can also do that. We support several types of overhead like fixed variable based on labor or variable based on materials. So when we define our bill of material, these are all of the materials that will be used and the time that it's going to take to produce this item. So really quickly, let's drill into the work center or the cost center. Any time we're doing any manufacturing at this work center, these are the settings that will default to the bill of material. Overhead can be defaulted at the work center level instead of the bill of material level. Machines can be tied to work centers with standard cost associated to each machine and assigned to different general Ledger accounts. You can also set the back flush flags to default down to the operations, but they can be overridden at the bill of material level and if you want to allow a user at this workstation to clock into multiple production orders at the same time, you would set that here. We also have a visual BOM where you can see multiple levels of the bill of material. Let's return to our production order. On the Related production tab, we can see our child production order for the reservoir and the printed circuit board that was automatically created. And if we drill into the reservoir production order and move to the related production tab, we can see all of the related production orders. Notice that the Keurig is listed as the parent production order and the base assembly is listed as the child production order. Let's also take a minute to notice the numbering of the production order. The finished good or the parent production order ends with dash 000 and the child production orders for the Keurig ends with 001 and 003. The Event history tab gives you a real time picture of what events have been completed for this production order. It's your audit trail for production. You can see every single transaction that's occurred so far against this production order. For example, if I release this order, then you can see that this event was automatically added to the audit trail. So now you can see that not only it has been created, but also released and the production order team is ready to start manufacturing this order. The production ticket, often referred to as the job traveler, is usually printed on the shop floor and lists the operations, work centers, materials, and steps that are required to complete the production order. The production details shows the detailed bill of material information for my specific production order. It's my production bill of material. I can make any necessary changes to the production detail, if necessary before starting the production order. Since our labor and our materials are back flushed, we don't need to perform a material issue or add labor to our production order, but the manufacturing edition provides the flexibility to do both of these based on my business processes. Since we're back flushing, all I have to do is to perform a move transaction. When I perform the move transaction, it will pull all of my raw material out of inventory and issue it to whip. It will also generate any labor that needs to be created. I can perform this move transaction directly from the production order. When I perform this transaction from the production order, it automatically fills in the production number and it knows the inventory ID that we were building when I perform a move transaction at the last operation. It will back flush all of the materials and labor at all of the operations that have not been completed. This will also change the status of the production order to complete. So when I took this off hold and I released it, all of the transactions occur. Now back on the production order, we can see that the status has been changed to complete. On the events tab, we can see all of the transactions have been automatically generated. We could drill into the financial batches to see the cost from here on the totals tab, then you can see your planned versus actual amounts in real time. So based on my bill of material, this is what we actually planned to spend and I can see that the actual and the variance columns have been updated. The production order is now ready to be reviewed. Prior to closing the order, let's run the production order performance report. When I run the Production order performance report and I select Include Production transaction detail. All of the production transactions will be printed on the report. This allows me to see all of the relevant data in a single consolidated view and enables me to see all of the information regarding a production order in one place. Let's take a few minutes to talk about material planning or MRP. Very quickly, we're going to process MRP. When MRP is generated, it also takes into account demand from forecast and master production schedules. Let's take a look at forecast. To keep this simple, I've added a single monthly forecast for the Weber portable grill. This forecast is dependent on sales orders, meaning that when I have a sales order that falls within the forecast range, it will consume the forecast and MRP will plan the remaining balance of the forecast. Notice that we have two side panels, forecast versus sales and forecast versus sales detail. As a planner, when I open up the forecast versus sales side panel, I can see a display of the selected forecast intervals and actual quantities that were ordered for each time frame. For example, in the June interval, there are 25 grills on the sales orders, which leaves a variance of 25. In July, we've consumed our forecast. Let's dig into the July forecast by looking at the forecast versus sales detail. Now when I open up this screen and select the July interval, I see the forecasted quantity versus the actual quantity and a detailed list of all the sales orders that make up the 75 grills on the order. The MRP or Inventory Planning display displays all of the planned orders like purchase orders, production orders, transfer orders, or kits that the system is suggesting based on calculations from demand from forecast NPS or master planning schedules and existing sales orders. It takes into account lead times, min, Max, lot sizes, safety, stock, and reorder point. This is what you need to take action on. The source column is telling us what type of order we need to create. These are the items that MRP is suggesting that we create purchase orders for, and these are the orders that we need to create production orders for. If we take a look at this production order that the system is suggesting, it's saying that if we want to have these built by 4/18/2020 5:00, then we need to start by 3/24/2025. Another useful screen is the inventory planning results by item. We can open this up on our side panel. This shows each source or demand for all items and is often referred to as pagging. MRP is always trying to net the inventory to 0. On the Inventory Planning This place screen, we can filter by date, by week, or by month, and I could also filter this by buyer or item class. This way the planner can see a view of the items that they're interested in that require immediate action. Rather than view all the items that are a little further out. We can generate purchase orders, production orders, transfer orders, and kit assemblies directly from the Inventory Planning display. Production Orders by Build Capability provides a real time view of material availability for all open production orders. This lets production managers quickly determine which orders can be started based on current inventory levels. Each production order is displayed on this form and is assigned A readiness status, which enables users to quickly scan the list to see which orders can be started based on material availability. Now let's take a moment to talk about scheduling. Acumatica offers both infinite and finite scheduling. Infinite scheduling, assigned start and end dates to work orders without regard to work center capacity. It's just saying based on all the work orders in your system, we're not going to take into consideration any capacity. We're just going to look at the start and end dates, in other words, your lead times and your priorities, and tell me when to dispatch these orders. We do use a priority of one to 10 in Acumatica, one being the highest priority that gets bumped to the top of the list. The Work Center Plan Utilization dashboard can be found in the Dashboards workspace for manufacturing. This screen graphically displays the planned load percentage for a given work center over a selected period of time. First, you select the work center and the period of time for which we want to view the capacity of the work center. Once we do this, the top part of the screen displays planned utilization percent with the color-coded graph. To see the details of the utilization for a specific date, we can simply choose the date at the top and the table is displayed below the chart with the production order details. The Production Schedule board allows schedulers to view scheduling exceptions and dependencies on a single screen utilizing a visual Gantt chart. The latest enhancements allow you to see both the scheduled and the unscheduled production orders. When you right click on a production order, you have the option to view, Select Schedule. Affirm the order from the View option. The production order can be scheduled or firmed. A user can also update the constraint date, scheduling method, or dispatch priority. Notice that we now have a single bar across the top of the production orders that represents the time it takes to complete the finished good and all of its linked subassemblies. We can also see all of the linked production orders with the line connecting the production orders. The roll up bar displays the lateness and the material warnings that may exist in lower level orders. Users are also able to create and save their own filters. OK, this wraps up what I wanted to cover in our high level overview. There's so much more that we could talk about for manufacturing, like our product Configurator, our estimating module, and the engineering change control module. I could really spend hours talking about everything that the Manufacturing Edition has to offer, but I really wanted to just keep it very high level for everybody today. All right, well, our hope is if you're interested in diving in a little deeper, we can follow up with you to learn about your business. And we can even build your data into our environment so we can walk you through a day in the life of your business in Acumatica. And if you're looking for more in depth content related to Acumatica manufacturing, then you can access the Manufacturing Edition page at www.accumatica.com. So Stacy, I'm going to stop right here. So we have a few moments to answer any questions and I'm sending it back over to you to go through some of the Q&A. All right. Thank you so much, Debbie, and thank you so much, Paul, for all of your insights as well as your demos. To everyone in the audience, if you haven't already done so, please submit your questions in the Q&A box. And with that said, everyone, I see quite a few questions coming in already. So the first question is, can employees be clocked into multiple production orders at the same time? Yes they can. Depending on how you how you have your work center set up. You can decide which work centers allow employees to clock into multiple production orders. But then once they once you have set the work center to allow that then it allows users to clock into multiple production orders and then once they do then it will split their split their time across the production orders appropriately all. Right. Thank you so much, Debbie for answering that question. The next question is, does the Acumatica Commerce connector work the same for Shopify, Bigcommerce and Amazon? Yeah, that's a great question. It it's a native connector, so it is part of the application. It's a obviously an optional module, but once it's it's enabled, the connector works the same for all of those. Amazon's a little bit different. Amazon does a little bit more controls over whether it's sold by Amazon or managed by Amazon or managed by the merchant, where it's really focusing on fees and inventory, where the Shopify and big commerce are really looking at placing the orders, collecting the payment and you know, letting the customer know that orders or shipments have been made. But it is the same connector for all all. Right, perfect, Paul. All right. And we'll take another question. This one says does the no. Can can Achematica be integrated with SolidWorks? I'll take that one. All right. Yeah, we have a couple of Isvs on our marketplace that provide an out-of-the-box integration to a lot of different CAD systems, including SolidWorks. And then we also have an ISV that can also provide an integration to various nesting software systems as well. I know they didn't ask that, but thought I'd throw that one in there. All right, perfect. Well to everyone in the audience. And if you would, you would like to learn more, click on the various resources that we provided to you. And if you would like an an in depth demo, please submit your request for that. And with that said, everyone have a great rest of your day. Take care. Thank you. Thank you.