Job Shops and Machine Shops
Rootstock’s Cloud ERP software for Job Shops & Machine Shops enables Engineering, Sales, Purchasing, and Production to efficiently manage their dynamic environments. Rootstock’s native integration with Salesforce Chatter provides real-time collaboration across all departments and with customers, independent or in-house sales, and vendors. Automatic event and workflow driven emails, messages, and feeds make it easy to capture and contain critical information to enable faster and smarter decisions.
Shop Floor Scheduling and Capacity Planning
Rootstock’s scheduling engine dates work order operation routing steps (which can be sequential or concurrent) and processes them against a comprehensive set of prioritization rules. Production control managers can easily reprioritize work orders visually with Rootstock’s drag-and-drop capacity planning screens. Quickly locate overloaded work centers or late work orders by color. Go to another tab in the capacity planning screens and see all of the shop orders and field service work for a particular job.
Rootstock’s Production Engineering module manages items, bill-of-materials, and routings. Fully indented bill-of-materials with cost rollups is supported. Bill-of-materials components can be phased in or out based on effectivity dates to enable real-time costing visibility for comprehensive engineering change control programs.
Bill-of-materials, Work Orders, and Routings for Job Shops & Machine Shops change often. Rootstock makes it easy to manage engineering BOMs with Mass Add, Copy, and Mass Replace functionality. Work Orders and Routings are changeable on the fly.
Engineering Change Control
Rootstock’s Engineering Change Control capabilities enable easier integration with industry standard PLM systems. Job Shops & Machine Shops often interact with their customer’s engineering and CAD related packages. Rootstock cloud ERP on the Salesforce platform can be configured for batch, semi-automated, or fully integrated connectivity to customer PDM systems for managing revisions and document control.
Since workflow and approval functionality are features of the Force.com platform, users can configure elaborate engineering change approval workflows tailored to meet their specific requirements.
Manage Item Attributes with Rootstock Commodity Codes
While item numbers are typically defined in engineering, control of item numbers requires the participation of the entire organization. Job Shops & Machine Shops often need to manage a wide range of item attributes quickly and easily because every customer has unique requirements.
Use Rootstock Commodity codes to assign several different attributes that are held in common by a group of items for a particular customer. Create new items with default attributes for engineering, inventory, purchasing, and cost accounting functions with the push of a button. Commodity codes also make it easy to ‘mass update’ or change attributes on several existing item records at once.
Engineering attributes include responsible engineer, lot and serial tracking designation, part status, and part type. Inventory attributes include planning policies, lead times, default receiving and shipping locations, and backflush designation. Purchasing attributes include vendor lead times and purchasing unit of measure. Costing defaults include several manufacturing sub ledger account settings.
Job Shops & Machine Shops often need to control the issuance of components at specific routing steps in their production process. Routings can be configured in a Rootstock bill-of-material to ensure that components are issued to the proper work center as the production work order is released to the shop floor.
Components issued to a work order can be set to backflush at the point of work order receipt or at specific routing operation steps when work centers are set as component issue locations.
Rootstock work orders automatically receive a copy of the standard routing for the parent item. Routings can be modified on the work order as feedback from the shop floor dictates changes in the production process.
Work Orders carry the effective item revision level and date to insure that the correct standard bill of material and standard routing operations are copied to the work order. Users also can modify the revision level to build ‘down rev’ or ‘advanced’ revision levels of the assembly without affecting the standard bill of material.
Job Shop & Machine Shop work orders change often, especially during pilot or initial production quantity runs. Rootstock ‘As Designed’ versus ‘As Built’ work order inquiry capabilities make it easy for engineering and manufacturing to collaborate around pending engineering changes that can impact production and visa-versa.
Inventory and Real-Time Project Visibility
Rootstock will plan, track, and cost inventory items by customer, customer/project or contract – a capability especially important to Job Shops & Machine Shops.
Once a project budget is set, actual labor, material, and other charges are tracked and visible in real-time. Up-to-date project actual vs. project budget numbers are just a click away via the Rootstock project workbench.
For real-time analytics, Rootstock uses the built-in KPI, dashboard, and reporting engine of the Salesforce cloud platform. Multiple views of planning, costing and inventory data can be accessed from mobile phones and tablets on demand.
Inventory tracking is supported by ‘user-defined’ inventory location ids and location numbers. Inventory items are trackable by project and their inventory locations use several attributes like nettable vs non-nettable (visible or invisible to MRP); available for picking, consigned, backflushed, and kanban-enabled. Inventory locations also can be assignable within a division, site or vendor facility. Lot and/or serial controlled items include both lot and serial identification within a location.
Item serial number and/or lot number assignment and history are maintained for receiving, inventory, work-in-process and sales order fulfillment (shipping) transactions. Rootstock also tracks the number of times a serialized item passes through an RMA, rework, inspection, or scrap process.
Item serial number revisions and condition codes can be used to track field replacements. This data is especially useful for field upgrades, warranty replacements, and product recalls.
The entire Rootstock cloud ERP suite is seamlessly integrated with the Accounts Receivable, Accounts Payable, General Ledger, and Cash Management modules of FinancialForce.com Accounting. Rootstock is also compatible with QuickBooks for Job Shops and Machine Shops that choose this option.
Rootstock ERP and FinancialForce.com Accounting share the same look and feel of Salesforce CRM applications because all are ‘native’ Apps developed with the tools built in to the Salesforce cloud platform.
Multi-dimensional profitability reporting in FinancialForce.com Accounting includes Rootstock manufacturing dimensions for projects, divisions, and departments. Clickable KPI dashboards and live drill-down reports that span all accounting, manufacturing, and CRM applications share the built-in analytics framework of Salesforce.
Job Costing and Cost Accounting
Rootstock supports true standard cost accounting or average cost accounting (with FIFO if desired for purchased parts). Track several cost elements including:
- Direct labor
- Direct material
- Direct labor overhead
- Fringe overhead
- Material burden
- Machine overhead
- Subcontract material
- Outside operations
Assign indirect charges (travel, indirect material, service and other costs) to projects for easy tracking.
Sales Orders and seamless integration with Salesforce.com CRM
Customer information can originate either in Salesforce CRM or in Rootstock because customer account master data is seamlessly integrated across all core applications touched by Rootstock ERP.
Once a Salesforce CRM lead is converted into an opportunity (or upon creation of a quote for an opportunity), a Rootstock sales order is automatically created at the push of a button. Rootstock sales orders support allocations, pick-pack-ship, invoicing, and RMA processes. A Rootstock Sales Order can be specifically pegged to a job; or if there are multiple jobs for one customer each sales order line could denote a separate job.
Each sales order line can have a unique job code for tracking revenue on multiple projects within a single sales order. Products can be physically shipped at the sales order line level without triggering revenue recognition if desired.
Sales operations can be centralized to control sales order fulfillment from multiple plants or divisions. Decentralized sales allows sales order fulfillment from the main plant (or from an ‘off site’).
Customer service or field service personnel can create Salesforce cases to automatically create Rootstock RMAs for returns, advance replacements, and warranty items. Rootstock also features tree views of a product ‘As Built’ and ‘As Maintained’ history to help track field replacements, RMAs, and associated Salesforce cases.
Material Requirements Planning (MRP)
Some Job Shop & Machine Shop customers need a fast and robust MRP engine to plan and execute a wide range of purchase orders for many different part numbers and vendors. MRP also plans work orders with associated components and routings to help shepherd items through the manufacturing process.
Rootstock uses actual sales orders and forecasts to drive detailed material plans for purchasing and complex production work orders for manufacturing. Job Shops & Machine Shops can use Rootstock to track inventory and manufacturing costs by project (or job) to meet unique customer requirements.
Use Rootstock subcontract purchase orders to maintain visibility of inventory shipped directly to or drop-shipped to vendors for further processing. As new items from the subcontract vendor are received, inventory levels for parts shipped to and consumed by the subcontractor are updated.
Multiple MRP planning policies like lot-for-lot, days cover, and re-order point provide Job Shops & Machine Shops the flexibility needed to optimally manage procurement and inventory processes.
Rootstock MRP also can plan purchases for common materials to a ‘home’ project for volume buys. Portions of these materials and associated costs can later be transferred from the home project to specific projects. The Rootstock project workbench makes project profitability visible in real-time.
Rootstock automatically creates purchase orders from requisitions planned by MRP. Purchase requisition items link to Approved Vendor Lists (AVL) and Approved Manufacturer Lists (AML) during automatic or manual approval and conversion to purchase orders.
All purchasing activity is traceable by project starting with requisitions and on through purchasing, receiving, and inventory workflows. Each purchase order line on a purchase order can reference a different item and a different project.
Requisitions for multiple different items for a vendor can be automatically converted to a single purchase order. All requisitions for all items and vendors in a project are visible and managed in the Rootstock purchase requisition workbench.