Glossary of Manufacturing and Made2Manage terms

Article • 8/1/2025 • 83 min read

A

ABC code

Also called ABC Classification

A classification that groups items by their annual dollar volume or other criteria. A items usually represent the largest dollar volume and C items the lowest. To save effort and money, companies generally apply looser controls to C items than to A items.

Abra

An integrated human resources information system from Best Software, Inc. Abra includes a payroll module to which you can send Made2Manage labor information.

account

Also called general ledger account

  1. An accounting record that classifies and summarizes the increases and decreases of each asset, liability, and shareholder equity item.

  2. The means for tracking users and keeping their actions separate in Made2Manage. A user signs in to an account using a username and password.

account category

Also called category

A group of general ledger accounts. Made2Manage has six permanent account categories

, cost of goods sold, expenses, liabilities, shareholder equity, and revenue from sales.

accounting period

Also called period

A period of time for which to generate financial statements; generally one month, one quarter, or one year.

accounting year

Also called fiscal year

Any 12 consecutive months for which a company plans the use of its funds.

accounts payable (AP)

Records of money owed to creditors.

accounts payable subledger

The subledger where Made2Manage stores Accounts Payable transactions. One of four subledgers that posts to the general ledger.

accounts receivable (AR)

Records of money debtors owe you.

accounts receivable subledger

The subledger in which Made2Manage stores accounts receivable transactions. One of four subledgers that post to the general ledger.

Action toolbar

A Made2Manage toolbar that contains actions that let you add, change, and remove information, as well as change information’s status.

activate

The act of typing a string of characters that affirms your license to run Made2Manage. Until you activate Made2Manage, you can’t work in it.

activation code

The string of characters you type to activate Made2Manage.

active

A status of item masters that means the item or revision is available for use. You can also set active item masters to be the current revision. To make changes to an active part that is under ECM control, the user must have ECM permissions. You can have more than one active revision of a part.

active account

An account you post to.

active server pages (ASP)

A scripting environment that developers use to create and run dynamic, interactive Web server applications. An ASP can combine HTML pages, script commands, and ActiveX components into interactive Web pages or powerful Web-based applications.

active page

The page you’re currently working with in Made2Manage. It’s on top of all the other open pages.

adjusting journal entry

A journal entry you make at the end of an accounting period to record financial activity you have not yet recorded.

Administrator user

A user, usually the system administrator, who has privileges to access all Made2Manage pages.

Automatic Data Processing, Inc. (ADP)

A company that provides payroll and personnel record-keeping services. ADP provides the PC/Payroll application, to which you can send Made2Manage labor information.

advanced user

A setting in the User Management (USER) page that grants a user access to special report features such as SQL statements and filters.

aggregate function

A computation of multiple values rather than one single value. In Demand Planning, an aggregate function is performed for forecasting daily and monthly time buckets.

aging

A way of looking at accounts payable or accounts receivable to see what payments are overdue.

algorithm

Also called scheduling algorithm

A set of rules used to prioritize job orders. All schedules follow a standard algorithm and each type of schedule has an additional scheduling algorithm it follows.

alphanumeric document numbering

A way to number documents (sales orders, job orders, purchase orders, and so on)that uses digits and letters, allowing up to 2,176,782,336 documents. Numeric document numbering, in comparison, allows no more than 999,999 documents.

alternate resource

A secondary work center linked to a routing operation. The Advanced Planning option in Planning and Scheduling may schedule the alternate resource for production if the primary resource is overloaded. You can add multiple alternate resources to an operation each time you produce a part or only for one instance.

alternate units of measure

A secondary unit of measure for a part for which there is a defined system conversion factor. For example, you want to define the unit of measure of dozen. You can use alternate units of measure for this as pieces such that 12 pieces equal a dozen.

application program interface (API)

A set of standards and conventions a program offers to allow other programs to access specific services. An API usually has two elements: the exposed services and documentation that explains the means for using those services.

applications area

Also called module

A set of related functions in Made2Manage. There are five applications areas:

approved

  1. A status of engineering change orders that indicates you can institute the ECO.

  2. A status of physical inventory tags that means you have approved the tag’s count and you can now post it.

artifact

A Made2Manage document that is registered to Powerway.

assemble-to-order (ATO)

Also called finish-to-order

A shop that assembles custom products that customers order. The product is standard items combined to meet the customer’s special needs.

assembly

A group of parts and/or assemblies that are designed to work together as a unit, such as a table with a top, four legs, a drawer assembly, and screws to fasten it together.

assembly buffer

A buffer that keeps assembly operations downstream of the CCR always running by deliberately scheduling the related work centers some hours or days earlier than actually needed. If the CCRs output is combined with other materials in an assembly operation, that assembly step is part of a critical path. To keep CCR output from piling up, you buffer the scheduled arrival of those other materials at assembly.

asset

A tangible or intangible resource that can be turned into cash, such as accounts receivable, cash, inventory, equipment, furniture, real estate, and so on.

ATP

A supply and demand comparison that identifies how much of the supply plan is available for the current period. For example, you can promise some next week, but not four weeks from now. This comparison is based on a period-by-period basis.

authentication

In Made2Manage, the process by which Made2Manage ensures that the person logging in is a Made2Manage user. Users who are set up using their network login as their Username in Made2Manage are authenticated. This allows users to open Made2Manage without requiring a second login.

auto sales order

A high priority sales order for which a salesperson requests that a job order be added automatically.

AutoCAD

A computer-aided design program created by Autodesk. This program is primarily used to design engineering and architectural drawings.

Autodesk Viewer

A tool for locating and reviewing AutoCAD drawings. You can view, mark up, measure, compare, and print your CAD drawings without risking changes to the original AutoCAD file.

automatic breaks

Also called bar code automatic breaks

A feature of Made2Manage bar code that automatically clocks employees out during assigned breaks.

automatic journal entry distribution

The automatic distribution of a posting from one account to others by percentages you assign.

Available to Promise (AVL)

A supply and demand comparison that identifies how much of the supply plan is truly excess supply at the end of the planning horizon. There are two AVL codes available: AVL (Sales Order) and AVL (Forecast). The AVL calculation is based on the PAB values over the planning horizon. For example, if the PAB values for the current and future periods/dates are positive, then the current AVL is equal to the lowest of the PAB values within the planning horizon. If the PAB value in the current period/date is negative, then the current AVL is equal to the current negative PAB value. If the PAB value for the current period/date is positive, and the PAB for any future period is negative, then the current AVL is zero. This comparison is a cumulative (across periods) ATP value.

awaiting approval

A status of a sales order, quotation, accounts payable invoice, debit memo, purchase order, or engineering change order that indicates that someone must provide approval before you proceed.

B

backflushing

  1. A method for issuing materials to jobs. Backflushing automatically issues stock items to jobs when certain events occur.

  2. The deduction from inventory of an assembly’s component parts, performed by multiplying the bill of material quantity by the production count of assemblies produced.

backlog

Also called order backlog, order board, open orders, sales order backlog

Customer orders you have received but not yet shipped.

backorder

Items on a sales order you are due to ship, but which you haven’t because they are not ready.

backward pass schedule

A kind of schedule that begins with the due date and then moves backward in time to determine the release date.

balance sheet

A statement of assets, liabilities, and shareholder equity.

balloon

  1. n. In a CAD drawing, callout text that refers to an item on a drawing, usually with a line or arrow pointing to the part of the illustration that the text describes.

  2. v. To draw a balloon in a CAD drawing.

balloon number

The number from the engineering drawing for a part used to identify components or processes in the part.

bar code

  1. A feature in Made2Manage that lets you collect and post labor, job, and inventory information using bar code wanding stations and printed bar codes.
  2. A way of representing numbers and letters using combinations of printed wide and narrow vertical black bars.

bar code host computer

Also called host computer

The computer that runs the Made2Manage bar code collection and posting programs.

bar code prompt

Messages that the bar code system presents to users as they read information with bar code wanding stations.

baseline schedule

A starting schedule that establishes the goal schedule for your operation. You can compare the baseline schedule to what actually happens over the scheduling period.

batch file

A file containing a series of MS-DOS commands that execute in sequence as though you typed them. Batch file names end in.bat.

batch number

Also called lot number

The number assigned to items including raw materials, sub-assemblies, and finished products to maintain lot control.

beginning user

A setting in the User Management (USER) page that denies a user access to special report features such as SQL statements and filters.

bill

Also called statement

A document showing a customer’s credits, debits, and balance for a given period of time.

bill of lading

A carrier’s contract and receipt for goods the carrier agrees to transport or deliver. The bill of lading is used to file any freight claims in case of theft of or damage to the goods.

bill of material (BOM)

A list of part numbers and the quantity of each part needed to make an assembly.

bill of material explosion

At each level of a bill of material, calculating the demand for component parts by multiplying the quantity required for one unit of the parent part by the number of required parent parts.

bin

A specific area within a particular inventory location.

binder

In Powerway, a group of related documents.

box

Also called field

A square or rectangular area on the Made2Manage interface that displays information or in which you type, select information, or show a checkmark.

browse

A means of finding information in Made2Manage by choosing the information from a list in a browse window. Click Browse to begin browsing.

browse sequence

The order in which Made2Manage presents information in a browse window and as you look through records using the First, Previous, Next, and Last s.

browse window

A window that lists related information such as sales orders, invoices, and so on,from which you can select.

budget

An overall financial plan for future activities based on expected activities.

buffer

A means for absorbing an impact. In Planning and Scheduling, you can set assembly, constraint,and shipping buffers.

buffer stock

Also called safety stock, reserve stock

A quantity of stock you plan to keep in inventory to protect against fluctuations in supply and demand, forecasting errors, or changes in the backlog.

business analytics

A feature that helps you access and analyze your data by providing predefined sales and production template spreadsheets, as well as the corresponding report elements you need to generate the data. It also enables you to build customizable template Excel spreadsheets to display and analyze your Made2Manage ERP data.

business transaction

A transaction such as an accounts receivable, accounts payable, or payroll transaction. A business transaction consists of at least one debit and at least one credit, and total debits must equal total credits.

buy item

A part you buy from a vendor for a sales order or job order.

C

canceled

  1. A job order status that causes the job order to no longer drive material requirements. A canceled job order is still visible in Made2Manage, however.

  2. The status of quotations, sales orders, purchase orders, and engineering change orders that are no longer necessary or have been rejected. For example, you cancel a quotation when a prospect decides not to order from you.

candidate key

In database tables, a key whose values uniquely identify each record. A table can have no candidate key or one candidate key. The candidate key is like the primary key, except that a table must have exactly one primary key.

Capable to Promise (CTP)

A supply and demand comparison to check whether you can promise a customer request by the requested due date. If you check on existing inventory and planned jobs vs. demands, you can figure out whatever is not yet allocated. Then you could conceivably build given available, uncommitted capacity and purchased material (with vendor lead-time).

cash flow forecast

Also called cash flow projection

A projection of cash flow based on specified rules and variables.

cash receipt

Also called receipt

A record of payment for goods sold.

casual bill of material

An estimate of the parts needed to produce a product.

casual routing

A loose record of the operations necessary, to produce a product.

category

(Also called category) A group of general ledger accounts. Made2Manage has six permanent account categories

, cost of goods sold, expenses, liabilities, shareholder equity, and revenue from sales.

chart of accounts

A list of account names and account numbers for all the accounts in the general ledger.

child

In databases, a table that is related to a parent (or header) table. For example, one table keeps parent information about sales orders (order number, customer, and so on) and another table keeps child (or detail) information about items on sales order (part numbers, descriptions, quantities, and so on).

closed

  1. A job order status that signifies that the job order is finished. In make-to-order, Made2Manage moves work-in-process costs associated with closed jobs to cost of goods sold. In make-to-stock, Made2Manage moves work-in-process costs to variance accounts.

  2. The status of a sales order which means the goods have shipped.

  3. The status of a purchase order which means the vendor fulfilled the purchase order and you cannot change it or process receipts for it.

closing a period

Also called end of period, period closing

Traditionally, transferring balances from temporary accounts to permanent accounts at the end of an accounting period. In Made2Manage, you close a period by processing three modules: accounts receivable, general ledger, and production.

circular reference

Also called recursion

In a bill of material, the result of adding a component part which is the same as the parent part.

Code 128

A bar code symbology of all ASCII characters in which three bars and three spaces make up each character. Code 128 finds widespread use in retail and shipping applications.

Code 39

Also called Code 3 of 9

A bar code symbology of numbers, letters, and six special characters (–, space, $, /, +, %) in which five bars and four spaces make up each character. Code 39 finds widespread use in commercial and industrial applications.

collections

A program in Made2Manage’s bar code feature that runs on the bar code host computer to collect and store information from bar code hardware.

command-processing mode

A condition of Made2Manage in which a user has enabled his or her machine to execute tasks from the Command Scheduler.

Command Processor

A machine running Made2Manage that is in command-processing mode.

Command Scheduler

A feature of Made2Manage that lets you schedule regular tasks, such as database backups and posting subledger transactions to the general ledger, to occur unattended.

command-processing mode

A condition of Made2Manage in which a user has enabled his or her machine to execute tasks from the Command Scheduler.

commission

The amount you pay a salesperson for completing a sale, usually a percentage of the sale.

companion form

A form that contains extension controls and is related to a standard Made2Manage form. A companion form appears when the standard form appears, navigates from record to record with the standard form, and closes when the standard form closes.

company

A set of data in Made2Manage. Made2Manage can track data for more than one company.

completed

  1. A job order status that means that all daily labor Work related to the manufacturing of a product. and quantities have been reported for all operations on the detailed routing. The output may still require inspection and work-in-process costs are still associated with the job order.

  2. An engineering change order status which means that the changes the ECO describes are complete.

computer-aided design (CAD) program

Calculation- and graphic-intensive software used to design industrial products.

confirm

  1. To move an invoice or a credit memo from new, not confirmed status to unpaid status. Doing so lets you apply payments to the invoice, or apply the credit memo to purchases.

  2. To set the status of a shipper from not shipped to shipped.

constraint buffer

A buffer that keeps the CCR always running by deliberately scheduling the manufacture or purchase of materials going into the CCR some hours or days earlier than actually needed. If those materials arrive a bit late for one reason or the other, the CCR chugs along unaffected. The flip side is that when material arrives on time, it can pile up in front of the CCR. To minimize the pileup, you vary the buffer’s size based on your experience and relative success in using it.

contra asset

A deduction from the asset to which the deduction relates on the balance sheet. A contra asset reduces the original cost of the asset to its remaining undepreciated cost.

contract manufacturer

Also called make-to-order, job shop, MTO

A shop that manufactures custom products that customers order. The product could be standard and custom items combined to meet the customer’s special needs, or could be the manufacture of all-custom parts and assemblies from the customer’s design.

control

An element on the screen used to select an option or enter information. For example, radio boxes, check boxes, text boxes, and list boxes are all examples of controls.

cost of goods sold (COGS)

Material, labor, and overhead costs for goods sold during an accounting period.

cost of goods sold account

A general ledger account that tracks the number of materials, labor, and overhead associated with a part.

cost roll up

Also called roll up

A cost change applied to specified items in the item master and transferred to each item’s parent.

costed bill of material

Also called indented costed bill of material

A bill of material that lists all the costs of creating a part and breaks down the costs for each component.

credit

An increase in liability of a debt, such as an accounts payable invoice, a loan, or income taxes, shareholder equity, or revenue account. A decrease in an asset, cost of goods sold, or expense account.

credit limit

The maximum amount of money you allow a customer to owe you.

credit memo

A document you issue to a customer that records an amount you owe them that they can redeem in future products or cash or apply to outstanding invoices

critical capacity constrained resource (CCR)

Also called primary constrained resource

A work center the schedule recognizes as the bottleneck in your production schedule and develops the schedule around this constraint. If simultaneous activities use the CCR work center, define this work center as a discrete resource with limited capacity.

critical ratio

  1. The ratio of time it takes to complete a job order versus the amount of work to complete.

  2. A scheduling algorithm that gives priority to jobs that have the lowest critical ratio. A schedule based on critical ratio gives priority to job orders with the greatest amount of work to do in the least amount of time.

CRM Toolbar

A Made2Manage toolbar that lets you to quickly locate specific records for customers.

cumulative translation adjustment (CTA)

An adjustment Made2Manage makes when you consolidate companies that use different currencies. Upon consolidation, Made2Manage posts a CTA in the general ledger. If you enable multi-currency for your parent company, then a CTA must exist.

current asset

Cash or some other asset that converts to cash or is used up within one year or one operating cycle, whichever is longer.

current liability

A debt due within one year or one operating cycle, whichever is longer.

current revision

An item master for a part’s revision that you want to use in all new records that use the part. Making a revision current does not replace the part in job order bills of material or routings because it assumes that you have enough quantities of the part to finish the job orders. The part you select as the current revision must be in active status.

current selected schedule

Also called selected schedule

The schedule you select to run your operations. Made2Manage uses the current selected schedule to create scheduling reports and update job orders.

current vs. non-current method

A foreign currency translation method that translates current assets and current liabilities at the rate in effect on the balance sheet date. It translates non-current items at historical rates.

customer

Someone who agrees to buy goods from you.

customer-supplied purchase order

A kind of purchase order that lets you track costs associated with goods, a customer, that is, someone who agrees to buy goods or supplies from you.

customer job order

A job order that authorizes the production of items for a customer in response to a sales order.

customer number

A number that identifies a customer in Made2Manage. Each customer, distributor, and prospect number is unique to all other customer, distributor, and prospect numbers.

customer relationship management (CRM)

A software application that enables you to manage your relationship with a customer, the aim of which is to assist in building lasting customer relationships and to turn customer satisfaction into customer loyalty.

customer service technician

A representative who answers customer requests for service.

customer-supplied purchase order

A kind of purchase order that lets you track costs associated with goods a customer supplies.

customization user group

A group of Made2Manage users to whom you assign specifically customized windows.

customized window

A window that you adapt to better serve user needs. You can change such things as labels, tab order, and the size or position of a window or boxes in it.

cycle counting

A method for counting inventory that uses rules you establish that determine when to count certain items. Unlike annual physical inventory, cycle counting distributes the burden of counting throughout the year.

D

data source

The source of data for a report. A data source can be a program or a query, which gets information from database tables and passes the information to the report layout.

database

In Made2Manage, a set of files that store all the information about your enterprise. The database is divided into tables of related information; a table is made of rows and columns of fields that contain bits of information.

Dataxx

Subdirectories of the directory that contains the Made2Manage database (usually M2MDataon a network drive). There is one Dataxx directory for each company Made2Manage tracks.Made2Manage stores the first company’s data in Data01, the second in Data02, and so on.

Days of Inventory (DOI)

A code that represents the number of days of demand that projected available balance can satisfy for a period. Days of Inventory may be based on either sales orders or demand forecast.

debit

An increase in an asset, cost of goods sold, or an expense account. A decrease in a liability, shareholder equity, or a revenue account.

debit memo

A document you issue to a vendor to apply credit to an invoice or balance you owe.

default

A value or setting Made2Manage uses when you don’t specify one.

default fulfillment location

Also called fulfillment location

A facility that sells or ships materials to a prospect, customer, or distributor. In Made2Manage, the default fulfillment location is associated with a ship-to or sold-to address.

defragment

To rewrite all files on a disk so that all files are stored in contiguous sectors. Defragmenting a badly fragmented disk speeds file access.

delivery variance

Also called variance, quantity variance, purchasing variance

The difference between an agreed-upon and actual cost, quantity, or delivery date.

demand

Parts you must produce or purchase. Demand can be independent (the demand for end products) or dependent (the demand for component parts of those end products). Safety stock can also generate demand.

Demand Forecasting

Also called Forecast Analysis

Demand Forecasting lets you forecast and analyze sales and customer, that is, someone who agrees to buy goods from you. Demand based on information in Made2Manage.

demand forecasting unit (DFU)

In Demand Forecasting, the basic entity you use to forecast demand or to analyze planning data.

desktop

The window in which you perform all your work in Made2Manage. It contains menus, toolbars, and all open windows.

destination facility

Also called facility, distribution facility, resident facility, source facility, storage facility

A place where manufacturing activity takes place, material and/or parts are stored, or from which parts are distributed. A facility is typically large, such as a site, a building, or a set of buildings at one location.

detail

  1. A mode of Made2Manage that lets you work with detail records.

  2. In databases, a record in a table that is related to a header (or parent) table. For example, one table keeps parent information about sales orders (order number, customer,and so on) and another table keeps detail (or child) information about items on sales order (part numbers, descriptions, quantities, and so on).

detail record

A record related as a child to a master record. For example, a sales order item is a detail record while the sales order it belongs to is the master record.

detailed bill of material

A detailed, precise list of all parts and assemblies needed to produce a product.

detailed routing

A detailed, exact order of operations needed to produce a product.

direct labor

Labor performed towards a specific job order.

discrete manufacturing

The production of distinct items in separate batches.

discrete unit of measure

A unit of measure that is a count of parts. For example, you might track sheet metal by the piece or screws by the box.

disposition

The way a job order accounts for rework or scrap. Depending on the disposition of rework or scrap, the job’s forecasted costs may change.

distributor

Someone who does not work for you but who sells your product, usually in a targeted market.

dock

The process of affixing a toolbar to an edge of the Made2Manage desktop. A docked toolbar has no title bar.

document type

Also called document template

A template you use when registering a non-Made2Manage document to Powerway. Document types help you to organize your quality documents and to minimize data entry when you register the document.

drum-buffer-rope

A scheduling mechanism Planning and Scheduling uses it to make your bottleneck in the production schedule as efficient as possible. Buffers protect the bottleneck and achieve maximum shop output.

due date

  1. The date you expect to complete the job order based on the release date and the routing.

  2. A scheduling algorithm that gives priority to those job orders with the nearest due date.

  3. In Planning and Scheduling, the date on which the order is projected to be complete, but not necessarily shipped to the customer.

Dun and Bradstreet

An agency that gives subscribers information about the financial standing and credit rating of businesses.

E

e-business

Also called e-commerce, electronic commerce

The conducting of business communication and transactions over networks and through computers.

e-business toolbar

A Made2Manage toolbar that provides access to Internet sites and the ability to compose and send e-mail without leaving the Made2Manage environment.

email

Also called electronic mail

  1. n A message sent from one user to another across a computer network.

  2. v To send email.

electronic funds transfer (EFT)

An electronic method of processing financial transactions between institutions.

employee

Someone who works for you.

encrypt

To encipher or encode data so that users who do not have the necessary password cannot read the data.

engineer-to-order (ETO)

Also called contract manufacturer, design-and-build shop, design-to-order shop

A shop that designs and builds products for customers. Each customer order results in a unique set of part numbers, bills of material, and routings.

Engineering Change Management (ECM)

A feature of Made2Manage that manages the process of engineering changes in standard item records. It provides a way to control changes you make to item masters, standard routings and bills of material; and lets you track changes to item masters, sales orders, quotes, purchase orders, bills of material, and routings.

engineering change order (ECO)

A record of the engineering changes you select to control through Engineering Change Management.

enhanced fixed price list

A special list of prices for a specific customer that only applies to certain quantities or kinds of goods.

Enterprise Explorer

Also called Made2Manage Enterprise Explorer, Explorer

See Made2Manage Enterprise Explorer.

enterprise resource planning (ERP)

A method for identifying and planning the resources needed to make, ship, and account for customer orders. ERP helps a company manage costs, deliver on time, and improve product quality.

euro

The Economic and Monetary Union (EMU) currency that combines European currencies into one standard.

event

An action or occurrence detected by a program.

Excel

Also called Microsoft Excel

A spreadsheet application.

Executive Information System (EIS)

A feature of Made2Manage that gives executive management fast access to reports and graphs about company operations. This information helps them manage by exception, responding to trouble as it arises and helping to prevent trouble before it arises.

exchange rate

Also called conversion factor

When you are converting from one currency to another, the number of units of the currency you’re converting from equals one unit of the currency you are converting to.

expense

A cost incurred to produce revenue.

expiration date

A date that reflects the order in which you should use lots.

export

To send a copy of information from one place on a computer to another place.

extension control

A control added to a standard Made2Manage form or companion form. Extension controls may be bound to fields in standard tables or extension tables.

extension field

A field you add to a standard Made2Manage table The fundamental structure of storage in a database. A table places data into rows and columns. The rows correspond to records and the columns correspond to fields. using Made2Manage FastForms.

extension form

A new form, independent of a standard Made2Manage form, you add using Made2Manage FastForms.

extension table

A table that contains data for each data-bound extension control. The editor adds “_EXT” to a standard table name to create the extension table’s name.

extent of control

An option that lets you set the amount of component parts within the item that also require lot control.

F

facility

A place where manufacturing activity takes place, material and/or parts are stored, or from where parts are distributed. A facility is typically large, such as a site, a building, or a set of buildings at one location.

FastForms

An optional Made2Manage module allows you to customize existing Made2Manage windows by adding new controls or adjusting the size and position of existing controls. Additionally, you can create new windows, add controls to these windows, and build tables to support the new controls.

Favorites toolbar

A Made2Manage toolbar you can customize as a launching pad for the windows you use most.

feature

An attribute of a product. For example, a computer manufacturer provides a motherboard with all its computers. The motherboard is a feature of the computer. The manufacturer also lets the customer select from several different hard disk drives. The hard disk drive is a feature of the computer.

features-and-options-based Product Configurator

The standard version of the Product Configurator feature of Made2Manage that records configurable products’ features and options, as well as the rules that control when options can and cannot be chosen.

field

A square or rectangular area on the Made2Manage interface that displays information or in which you type, select information, or show a checkmark.

field help

A means of finding out what any control (such as a box or a) in any Made2Manage window is for.

field-service kit

A collection of parts and supplies needed to fulfill a service order.

field-service technician

a technician who travels to the customer site to install equipment or maintain and repair the on site installations.

file structure

A means of organizing files on a computer’s hard disk drive.

File Transfer Protocol (FTP)

A standard for exchanging files over the Internet. To use FTP, you start an FTP client, which is a program that lets you connect to another computer over the Internet and exchange files with it. You log into the remote computer to gain access to its directories, and then you can send and receive files.

financial statements

Formal reports providing information about a company’s financial situation, cash inflows and outflows, and operating results.

filter

  1. Criteria you can use to narrow the amount of information Made2Manage displays. For example, you could use a filter to display only receivers for a certain range of dates.

  2. A logical statement you can add to many Made2Manage reports to customize the report’s output. For example, you can add a filter to a report so it includes only information about customers in Indiana.

Find toolbar

A Made2Manage toolbar that helps you find information in the active window.

finite schedule

A type of schedule that assumes that a work center can never exceed its capacity of resources. Any remaining jobs that do not fit in the schedule wait in the work center queue. The four types of finite schedules are due date, least remaining work, minimum slack, and critical ratio. All finite schedules are forward pass schedules.

firewall

A computer system that prevents unauthorized access to or from a private computer network. The firewall examines all transmissions into and out of the network, blocking those that do not meet specified security criteria. This prevents unauthorized outsiders from using the Internet to access information on the network.

floating option

Options that are not tied to a feature and that are not required parts of a product. For example, a computer manufacturer might offer a keyboard dust cover with its computers. The computer does not need a keyboard dust cover to function, and the cover does not require installation in the product. The manufacturer might even ship the dust cover in a separate box.

floor stock

A stock of inexpensive production parts whose use is not closely monitored. For example, the metal screws used to make a school desk may be considered floor stock in some companies because no job order is needed to pull them from inventory.

floor traveler

Also called shop traveler, traveler

A copy of the job order that moves with the work through the company.

Forecasts

Forecasts are projections of future demand for end products or component parts. You should monitor forecasts and evaluate them frequently. If your company sells items whose cumulative lead time is longer than the quoted lead time, you should use forecasts.

forward pass schedule

A kind of schedule that begins with the release date and then moves forward to estimate a completion date. All finite schedules are forward pass schedules.

form

A Made2Manage screen. A form can contain multiple pages that you access by clicking on tabs.

form ID

Also called window ID, mnemonic (pronounced nuh-MAHN-ick)

A two- to seven-character abbreviated name that identifies a Made2Manage window. Most Made2Manage windows have a mnemonic; it appears near the window’s upper-right corner. The Purchase Orders window’s mnemonic is PO, the Quotes window uses QUOTE, and the Accounts Payable Aging report uses RPARAG.

Fox

Also called Visual FoxPro (VFP), FoxPro

A programming system from Microsoft. Made2Manage is developed largely using Visual FoxPro.

fragmentation

The allocation of a file in non-contiguous sectors on a disk. Fragmentation occurs after you create and erase many files on a disk. Files you write may be too large to fit in available contiguous disk sectors, so the operating system writes the files in the available sectors between existing files. Fragmented files take longer to access. Defragmenting can improve access speed.

freight on board (FOB)

The point at which the company that sends a shipment is no longer responsible for the shipment if the goods are damaged or destroyed. If you ship goods from your dock and freight on board is your company, as soon as the goods leave your dock, the goods become the responsibility of the addressee.

function

In programming, a named section of a program that performs a specific task. Some programming languages make a distinction between a function, which returns a value, and a procedure, which performs some operation but does not return a value.

function sheets

A list of job functions or operations and their bar codes, which are used to record labor.

functional currency

The currency your company uses, as opposed to the currency your customer or vendor uses.

G

gateway

A means by which users of a network can access another network, usually when the two networks use different communication protocols. This might be achieved using hardware or software. For example, a gateway lets America Online users exchange e-mail with users of other online services and the Internet.

general ledger (GL)

A set of numbered accounts that record all accounting transactions. The general ledger typically has accounts for revenue, cost of goods sold, expenses, assets, liabilities, shareholders equity, and revenue.

generate

Also called regenerate

To update and display the latest information from a source, such as the purchasing queue.

geographic-based tax

Tax assessed according to geographic regions, such as federal, state, or local taxes.

Ghostscript

A freeware program that lets you view PostScript files on your computer and print them on printers that don’t support PostScript.

grace period

  1. A feature of Made2Manage bar code that adjusts clock ins and clock outs for times you specify. For example, you can set a grace period that moves clock ins that occur between 7:15 and 7:35 to 7:30. This way, early workers can clock in upon arrival but still be paid only from the shift’s start, and late workers’ pay won’t be docked unless they’re more than five minutes late.

  2. The Internal Use “Grace Period” used by the system when calculating any ‘payment terms’ discount amount. If a discount percent exists and the transaction date is on or before (Invoice Date + Number of Days + Grace Period Days), the system will calculate a discount amount and consider that the payment was made within terms.

For example, if your Grace Period is two days, this would allow you to accept a cash discount which was processed on the 12th for an invoice which was to be paid by the 10th as still being within the stated invoice terms, but rejecting as “unearned” any payments processed on the 13th or after for invoices whose discount expired on the 10th.

gross profit

Gross margin. Revenue from sales less the cost of goods sold.

group classification code

Also called group code

A code for categorizing products within a product class or for categorizing inventory or sales.

H

handle

A token that enables a program to access a resource, such as a function.

handwritten check

A check you paid by writing it manually instead of generating it electronically.

handwritten invoice

An invoice that you write on paper when it is impractical to use Made2Manage. You must later add the invoice to Made2Manage to keep your accounts up to date.

header

  1. In Made2Manage, a mode that lets you work with header (or master) records.

  2. In a database, information kept in a table that is common to a set of records in another table. For example, one table keeps header (or parent) information about sales orders (order number, customer, and so on) and another table keeps detail (or child) information about items on the sales order (part numbers, descriptions, quantities, and so on).

header record

A record related as a parent to a detail record. For example, a sales order item is a detail record, while the sales order it belongs to is the master record.

Hypertext Markup Language ( HTML)

A scripting language for marking portions of a document to identify each portion’s part in the document’s organization. Browser software interprets HTML, presenting each portion with a distinct format. For example, text marked as body text might appear with one format, while text marked as bulleted list might appear with a different format.

host computer

The computer that runs the Made2Manage bar code collection and posting programs.

I

inter-facility demand order (IDO)

A document that lists materials needed by another facility. An inter-facility demand order fulfills the need expressed in an inter-facility supply order.

Internet Information Server (IIS)

A Web server that provides a Web application infrastructure for all versions of Windows Server 2003.

implementation

  1. The act of deploying Made2Manage at your company. Implementation involves more than installing the software and typing in data — it requires careful planning, implementation team education, testing plans in a mock environment, developing policies and procedures, end-user education, and follow-up to ensure success. A Made2Manage Implementation Consultant typically works with you every step of the way as part of our Keystone Implementation Methodology.

  2. The period during which your company implements Made2Manage.

import

To bring in a copy of information to a place on one computer from another place.

in process

A status of physical inventory tag ranges that means you have added the individual tag records, but you have not yet posted them.

inactive account

An account you no longer post to.

income statement

A statement of revenue, cost of goods sold, expenses, and net income for an accounting period.

index

A file that contains information about the physical location of records in a database table. Made2Manage uses indexes to search the database because it’s faster.

indirect labor

Labor that is necessary for production but is not specifically associated with a specific job order such as time spent in meetings or sweeping floors.

infinite planning

A kind of planning that plans without considering a work center’s capacity, creating numerous open jobs based on demand and the parameters you set.

infinite schedule

A kind of schedule that assumes that a work center has no maximum capacity but instead has an unlimited number of resources, scheduling all jobs in a work center even at the risk of over allocation. Use infinite schedules only as a diagnostic tool to identify work center bottlenecks and to alert management when you need more resources. The two kinds of infinite schedules are forward and backward pass.

inspection

The measuring, examining, or testing of one or more of an item’s characteristics and comparing the results with standards or requirements to determine whether the item conforms to standards or meets requirements.

inspection codes

Four-letter codes that describe the condition of goods you inspect.

inter-facility supply order (ISO)

A document listing materials you need from another facility. When you open an inter-facility supply order, Made2Manage creates an inter-facility demand order for the facility that will supply the materials.

inter-facility supply order queue

A list of your company’s inter-facility material needs that Made2Manage generates.This list is based on information you already saved in Made2Manage.

inter-facility transport cost

Expenses associated with the acquisition of materials from a facility.

intermediate user

A setting in the User Management (USER) window that denies the user access to special report features such as SQL statements and filters.

internal job order

A job order authorizing the production of items for stock or internal use. An internal job order can also be used to record labor and overhead for internal activities such as equipment maintenance.

Internet service provider (ISP)

A company that provides Internet connections and accounts to companies and individuals. Most ISPs offer e-mail, World Wide Web, and Usenet services to clients.

inventory

Any item, whether finished goods, components, or raw material, that is available for use and is the property of the company or the property of another company given to your company for safekeeping. You issue inventory to specific job orders; an issued inventory item is removed from inventory and its costs become part of some work in process.

inventory location

Also called location

Any large area, such as a warehouse or room, where you store raw material, component parts, or finished goods.

inventory tag

A multi-part tag on which you record an inventory count. A copy of the tag adheres to the part or location to show that it’s been counted.

inventory transaction

A record of the movement of inventory in Made2Manage.

invoice

An itemized list of goods shipped, stating quantities, prices, fees, shipping charges, and so on, used to inform a customer of the amount they owe for the goods furnished.

ISO 9000

Quality management and quality assurance standards that help companies develop an efficient quality system. These standards were developed by the International Standards Organization (ISO), which is an international agency for standardization.

item

A manufactured or purchased part, material, subassembly, or product.

item master

Also called item record, part master record, part record

A complete record of a part or an assembly. It identifies and describes the item and its associated costs and stores production information such as lead times and lot sizes.

item master extension

A record for a part involved in MRP. The item master extension stores information about how the material requirements feature determines the part’s demand, receipts, and action messages.

item number

A number that uniquely identifies an item on documents such as sales orders, bills of material, production plans, shippers, and purchase orders.

J

job costs

Material and labor costs charged to a job.

job order (JO)

Also called job, work order, manufacturing order, production order, run order, shop order

A document that conveys all the information needed to produce a specific part or assembly. In Made2Manage, a job order for a make item is linked to the sales order so that the job can be scheduled to meet the sales order’s due date. A job order for a stock item is initiated to replenish inventory.

job order queue

Job orders waiting to enter a work center for production.

job order template

A job order that outlines the production of items you make regularly. You use the template as a basis for creating specific job orders.

job packet

A collection of reports and job order information such as the pick list, floor traveler, job order status, and so on.

job priority

  1. A priority that determines where a job falls on the schedule. If two operations are competing for time in a work center, the one with the highest priority will be scheduled to begin work first. A job priority overrides any other algorithm followed for the schedule type.

  2. In Planning and Scheduling, a job priority only impacts scheduling priority if multiple jobs have the same calculated earliest start time. Otherwise, job due date drives the schedule.

job routing

Also called bill of operations, instruction sheet, manufacturing data sheet, operation chart, operation list, operation sheet, route sheet, routing sheet, routing, process sheet, journal routing

A sequential listing of all operations needed to make a part or assembly.

job streams

A sequenced set of scripts that can be executed as a group of scripts.

journal

A chronological record of business transactions. Made2Manage has four subledgers (accounts payable, accounts receivable, order costing, and payroll) that are the equivalent of journals.

journal entry

Traditionally, an entry of a business transaction in a journal. Made2Manage has four subledgers, the equivalent of journals. The system automatically enters most transactions in the subledgers, but sometimes you will make manual journal entries.

jurisdiction

A grouping of sales tax codes.

K

key

A representation of the value of one or more columns in a database table. A key can represent the exact value(s) of the column(s) or can apply a Visual FoxPro function to the column(s) to make the information easier for Made2Manage to work with. For example, some keys apply the UPPER() function to the column’s contents to change the contents to all uppercase for easier string comparisons.

L

label

The description of a box in a Made2Manage window. The label suggests the box’s purpose.

labor

Work related to the manufacturing of a product.

landed costs

  1. The total expense of an item, including miscellaneous acquisition costs such as freight, duty, and taxes.

  2. The miscellaneous acquisition costs of an item.

least remaining work

A scheduling algorithm that gives priority to those job orders with the least remaining work to complete.

letter of credit

A bank’s assurance that a customer will pay a vendor’s invoice as agreed.

liability

A debt, such as an accounts payable invoice, a loan, or income taxes

load center

Also called work center

A specific production area consisting of one or more people, processes, or machines of identical capabilities that are considered as one unit for scheduling.

load center calendar

Also called work center calendar

A calendar that shows the working hours of a specific work center for production and inventory planning. For scheduling, the working time shown in the work center calendar overrides the working time shown in the production calendar.

local area network (LAN)

A set of computers in a limited area that are connected by cables so that users can share files and peripherals such as printers and hard disk drives.

Location

Stock movements are always made from one location to anothe.

Locator

A Made2Manage feature that helps you quickly find quotations, sales orders, job orders, and purchase orders.

log in

To gain access to a software system such as Made2Manage. To log in, you supply a username and password.

lot

The number assigned to items including raw materials, sub-assemblies, and finished products to maintain lot control.

lot control

A system of assigning unique numbers to an item and its parts and subassemblies to track and ensure quality standards. A Made2Manage lot is the same as a field-service serial number.

lot number

The number assigned to items including raw materials, sub-assemblies, and finished products to maintain lot control.

low level code

A code that shows the lowest level at which an item occurs on any bill of material.

lowercase

  1. (adj) Having to do with text written in non-capital letters.

  2. (n )Text written in non-capital letters.

M

M-day calendar

Also called production calendar, planning calendar, shop calendar

A means for showing available working days and overall working hours of your company for production and inventory planning.

M2MData

The typical name of the directory that contains Made2Manage data. This directory usually resides on the root directory of a network drive.

M2MWin

The typical name of the directory that contains Made2Manage program files. This directory is usually C:\M2MWin or C:\Program Files\M2MWin.

machine

A part with a serial number you assign. In Field Service, it is a piece of equipment, it represents a collection of parts or component items that must be maintained or serviced.

mail merge

In word processing programs, a utility that draws information from a database and incorporates it into a form document to create multiple unique copies of the document. Each copy of the document contains information from one record from the database.

Main toolbar

A Made2Manage toolbar that lets you switch among the five Made2Manage applications areas and access important system functions.

make-to-order (MTO)

A shop that manufactures custom products that customers order. The product could be standard and custom items combined to meet the customer’s special needs, or could be the manufacture of all-custom parts and assemblies from the customer’s design.

make-to-stock (MTS)

A shop that manufactures products they place in inventory. They ship products from inventory when customers order them.

make item

A non-stock part you manufacture.

manual journal entry

A journal entry you make that posts directly to the general ledger. It does not go to a subledger.

manufacturing costs

Material, labor, and overhead.

manufacturing lead time

The total time required to manufacture an item, not including lower-level purchasing lead time. For make-to-order items, it is the length of time between the job’s release and shipment to the customer. For make-to-stock items, it is the length of time between the job’s release and the receipt into finished inventory. Included are order preparation time, queue time, setup time, run time, move time, inspection time, and put-away time.

messaging application program interface (MAPI)

A Microsoft application program interface (API) that lets software developers create programs that can send e-mail to many other kinds of computer systems, regardless of hardware and operating system.

master

In Made2Manage, a mode that lets you work with master (or header) records.

master production schedule (MPS)

Also called master schedule

The anticipated build schedule for items assigned to the master scheduler, who maintains this schedule by considering the forecast, the production plan, backlog, material availability, capacity availability, and management policies and goals. The MPS drives material requirements planning. This schedule is a series of plans or jobs with due dates and quantities not yet actually scheduled.

master record

A record related as a parent to a detail record. For example, a sales order item is a detail record while the sales order it belongs to is the master record.

master scheduler

Also called production controller, production scheduler

The person who manages, establishes, reviews, and maintains a master production schedule.

matching

The concept that expenses incurred in generating revenues must be deducted from the revenues they generate during the accounting period.

material

Physical entities you consume as you make a product. Material can be elemental, such as steel sheeting; a manufactured part, such as a screw or a plastic molding; or an assembly.

material requirements planning (MRP)

  1. Techniques that use bills of material, inventory information, and the master production schedule to calculate time-phased material requirements. It makes recommendations for ordering material when it’s needed and for rescheduling orders when they need dates and due dates are not in phase.

  2. An optional feature of Made2Manage that translates demand into a production plan that reduces stock and WIP, improves manpower and machine utilization, reduces lead time, and helps you deliver consistently on time.

  3. In Planning and Scheduling, it is a special version that works for purchased parts only.

menu

An on-screen display that lists available command choices.

method

In object-oriented programming, a procedure that is executed when an object receives a message.

minimum slack

A scheduling algorithm that gives priority to job orders that take up the greatest amount of time at a work center and leave the least amount of slack time.

miscellaneous invoice

An invoice you create to bill a customer for goods or services not part of a sales order or shipper.

miscellaneous receipt

A means of applying cash to a general ledger account other than the one you use for goods sold.

messages

A message that the Notifier workflow enabling system generates and sends to a customer, employee, or vendor when a predefined event (such as shipping an order or adding a quotation) occurs.

missing

A status of physical inventory tags that means the tag is missing.

mixed case

  1. adj Having to do with text written in uppercase and lowercase letters, often in sentence style.

  2. n Text written in uppercase and lowercase letters or sentence style.

mixed-mode

A shop that is some mixture of make-to-order, engineer-to-order, and/or make-to stock. It’s common for a shop to make a standard product but also do custom work.

mnemonic

(Also called form ID, window ID, pronounced nuh-MAHN-ick)

A two- to seven-character abbreviated name that identifies a Made2Manage window. Most Made2Manage windows have a mnemonic; it appears near the window’s upper-right corner. The Purchase Orders window’s mnemonic is PO, the Quotes window uses QUOTE, and the Accounts Payable Aging report uses RPARAG.

mode

Also called window mode

The way Made2Manage controls how you interact with a window. For example, Add mode lets you add a record, Edit mode lets you change the current record, Change Status mode lets you change a document’s status, and so on.

Module

Also called applications area. A set of related functions in Made2Manage. There are five applications areas: Executive Information System, Production, Finance, Sales, and Utilities.

monetary vs. non-monetary method

A foreign currency translation method. This method applies the current rate to monetary assets and liabilities and historical rates to non-monetary items.

multi-dimensional inventory part

A part for which you can define up to five dimensions and track parts in inventory.

N

NAICS

See North American Industry Classification System

Navigator

A Made2Manage feature that helps you find a window by graphically leading you through the sales, production, and finance processes.

net income

Revenues minus expenses.

net loss

Expenses minus revenues.

net purchasing need

The total number of items your company needs after Made2Manage subtracts the items your company needs from the items your company already has available.

net worth

Also called shareholder equity

The amount of money the owners have invested in the company plus the retained earnings (total of all after-tax profits the company has ever earned). One of six permanent general ledger account categories.

new, not confirmed

  1. An accounts payable invoice status that indicates that an invoice is not approved to be paid.

  2. A status of accounts receivable invoices and credit memos that indicates the invoice is not ready to be sent to the customer.

  3. A debit memo status that indicates the debit memo is created but not ready for you to credit toward an expense.

newly issued

A status of physical inventory tag ranges that means you have assigned the tags to an area or supervisor, but you have not added the individual tag records.

non-conformance

Any problem or discrepancy in your quality system.

non-standard item

Also called non-standard part

An item you buy or make so infrequently that you have decided not to create an entry for it in the Made2Manage Item Master.

non-standard unit of measure

A unit of measure that differs by situation. For example, both rods and wood planks may come in bundles, but the number in a bundle differs.

normal invoice

A kind of invoice in Made2Manage. You add a normal invoice based on a sales order or a shipper. When there is no sales order or shipper, you have to add a miscellaneous invoice instead.

North American Industry Classification System

A code system that replaced the Standard Industrial Code system in 1997 and used for the collection, analysis, and publication of economic statistics. Developed jointly by the U.S., Canada, and Mexico, NAICS provides a new comparability in statistics about business activity across North America.

Notifier

A Made2Manage feature that helps you manage workflow by automatically sending messages to you, other employee’s customers, or vendors when certain events occur. For example, a Notifier event can let a sales manager know when a particular sale closes, or let a customer know when their order ships.

Notifier message

A message that the Notifier workflow enabling system generates and sends to a customer,employee, or vendor when a predefined event (such as shipping an order or adding a quotation) occurs.

Notifier workflow enabling system

A Made2Manage feature that helps you manage workflow by automatically sending messages to you, other employees, customers, or vendors when certain events occur. For example, a Notifier event can let a sales manager know when a particular sale closes, or let a customer know when their order ships.

numeric document numbering

A way to number documents (sales orders, job orders, purchase orders, and so on) that uses only digits, allowing no more than 999,999 documents.

numeric option

An option of measurement. For example, a plastics company might keep inventory of flexible plastic sheeting in pounds.

O

Object Linking and Embedding (OLE)

(pronounced OH-lay)

A set of standards developed by Microsoft Corporation that allows documents from one OLE-compliant application to be linked to another, an OLE-compliant application to be embedded into another. OLE also exposes a compliant program’s objects so programmer can write programs that manipulate them. Made2Manage is an OLE server. You can build applications that read and write data in the Made2Manage database through OLE without having to understand the Made2Manage database structure.

obsolete

The status of item master’s that means you no longer use this item in new bills of material. Obsolete items are only available for existing job orders and sales orders that had the items assigned when the items were active. To make changes to an obsolete part under ECM control, the user must have ECM permissions. You can remove an obsolete item master.

Open Database Connectivity (ODBC)

An application program interface (API) that lets programmers interact with compliant databases using a common protocol. You must install an ODBC driver for the kind of database you use (for example, Made2Manage uses a FoxPro database). Instead of calling the database directly, you call the ODBC API. ODBC then calls the database in the database’s native language.

Office toolbar

A Made2Manage toolbar that offers functions found on other Made2Manage toolbars but uses icons that look like those in Microsoft Office.

Online Analytical Processing (OLAP)

Online analytical processing, or OLAP is an approach to quickly answer multi-dimensional analytical queries. The typical applications of OLAP are in business reporting for sales, marketing, management reporting, business process management (BPM), budgeting and forecasting, financial reporting and similar areas.

OLE client

An application that manipulates an OLE server’s exposed objects and their properties. For example, Made2Manage is an OLE client of Microsoft Graph for its graphing capability.

OLE server

An application with objects and properties exposed according to OLE’s rules. For example, Microsoft Graph is an OLE server to Made2Manage.

on-hand inventory

Items currently in stock.

on hold

  1. A job order status that indicates that all work is temporarily stopped. When a job order is on hold, no labor can be posted to it and no inventory can be issued to it. On-hold job orders can’t be scheduled.

  2. The status of sales orders, purchase orders, and engineering change orders means that activity on it is temporarily suspended. For example, you place a sales order on hold when the customer had delayed the order or has exceeded its credit limit.

open

  1. A job order status that identifies a job order as ready for release to the floor. Open job orders have a detailed bill of material and routing and a production plan. Opening a job order adds to the purchasing queue materials you need to buy to complete the job.

  2. A status of purchase orders indicates you sent the purchase order to the vendor. Items are now on order. You can print the purchase order document and revise the purchase order as needed.

  3. A status of requests for quotation means you created the RFQ and sent it to the vendor.

Open Financial Systems Interface (OFSI)

(pronounced OFF-see)

A protocol by which the FRx financial reporting package interacts with Made2Manage.

OpenLink

A feature of Made2Manage that lets you customize the product to give you fast access to resources you use often, including pages, reports, menus, graphs, and external programs.

operation

A specific job or task performed to manufacture an item, usually at a work center.

option

An available choice for a product’s feature. For example, a computer manufacturer lets the customer select one of three hard disk drives: part numbers HD1600, HD2100, or HD3400. The HD3400 is an option of the hard disk drive feature. An option is usually equivalent to one part on the product’s bill of material.

order costing

The charging of direct material and labor costs to specific job orders.

order costing subledger

A subledger in which Made2Manage stores order costing transactions. One of four subledgers that post to the general ledger.

order policies

Policies you set for a material requirement planning item. These policies control how material requirements planning determines a planned order policy quantity.

other table

New tables you create using Made2Manage FastForms. Other tables are populated with fields you configure.

overhead

The general, continuing costs of running a business that are associated with manufacturing products, such as rent, maintenance, and utilities.

P

P/N or Part Number

Also called PN, part number

A unique number that identifies an item.

Projected Available Balance (PAB)

A code that tells you how much inventory is projected to be on hand in a specific period or on a specific date. Four PAB codes are available:

  1. PAB (Sales Order)

  2. PAB (Forecast)

  3. PAB (MAX)

  4. PAB (O) for order

pack

To remove table records that are marked for deletion from a database.

packing list

A detailed list of items in a shipper A record of goods shipped from the company on a certain date. Used to gather the items for shipment.

pages

You work in Made2Manage using webpages or pages that appear in a web browser. Each page contains fields that relate to a certain function. For example, if your job is to add accounts receivable invoices, you use a page that displays the fields you need to enter those invoices.

paid

A status of cash receipts and prepayments that indicates you applied the receipt or credit memo to purchases or approved the prepayment for application to future purchases.

paid in full

  1. A status of accounts payable invoices that indicates you paid all the invoices.

  2. A status of accounts receivable invoices that indicates the customer has paid all the invoices.

  3. A status of debit memos that indicates you applied the entire debit memo to expenses.

  4. A status of credit memos that indicates the customer has applied the entire credit memo to other purchases.

parallel processing of labor

A means of recording time spent on more than one job simultaneously, then allocating the amount of time spent on each job.

parent

In a database, information kept on one table that is common to a set of records in another table. For example, one table keeps parent (or header) information about sales orders (order number, customer, and so on) and another table keeps child (or detail) information about items on the sales order (part numbers, descriptions, quantities, and so on).

parent account

An account that has sub-accounts.

parent part

The highest-level part on a bill of material.

part

A specific item, such as a particular length of round metal bar or a particular screw.

part number

A unique number that identifies an item.

part cross-reference

Also calledcross-reference

A number that corresponds to the customer’s equivalent part number, the number for a substitute part in inventory, or a substitute part to order from the vendor.

partial pieces on hand

This is the total number of partial pieces on hand.

partially paid

  1. A status of accounts payable invoices indicates your company paid some, but not all, of the invoice.

  2. A status of accounts receivable invoices indicates that the customer has paid some, but not all, of the invoice.

  3. A status of debit memos that indicates you applied some, but not all, of the debit memo to other expenses.

  4. A status of credit memos that indicates the customer has applied some, but not all, of the credit memo to other purchases.

partition

  1. n. A section of a disk’s storage area that is addressed separately from other similar sections. For example, one disk may have two partitions, which the computer views as drives C: and D:.

  2. v. To create a partition on a disk

password

A security tool that identifies authorized Made2Manage users. A password is a string of characters. A user types his or her username and password to gain access to Made2Manage. A user should be the only person to know his or her password.

past due

Status of an invoice when you did not pay it by the vendor’s due date.

path

The route the operating system follows from the root directory of a drive through all subsequent directories to locate a directory (folder) or file. Typically a path includes the drive, any directories below the root directory, and where applicable, a file name.

payment terms

An agreement between you and a customer about when they will pay an invoice and any discounts you might extend for paying early. For example, “1% 10, Net 30” means you grant a 1% discount for paying within 10 days of the invoice date, but after that the customer owes the entire amount and must pay within 30 days of the invoice date.

payment urgency

Also calledurgency

A priority for paying a vendor.

payroll subledger

A subledger in which Made2Manage stores payroll transactions you transfer from your payroll system. One of four subledgers that post to the general ledger.

percent complete billing

A type of progress billing you can select only for make parts when adding items to a sales order, quotation, or for multi-release items. Percent complete billing allows you to invoice the customer for a percent of the job or cost completion of the sales order.

period calendar

A set of contiguous time periods each defined by start and end dates. If time-series data is stored by period, period calendars define the periods or buckets used. Period calendars are also used to group or bucket data in reports and graphs.

period

Also calledaccounting period

A period of time for which to generate financial statements; generally, one month, one quarter, or one year.

periodic billing

A type of progress billing you can select for buy, make, or stock parts when adding items to a sales order, quotation, or for multi-release items. Periodic billing allows you to invoice the customer for the appropriate periodic amount on a specific date.

permissions

Also calleduser permissions

The windows that a user can access in Made2Manage. Set user permissions with the Permissions Screen (PERM) window.

phantom

In field service, it is a designator (part number) that contains many part numbers.

phantom item

A part you make but do not stock before using in the next step of manufacturing. The phantom part has a bill of material but no routing. When you add a phantom part to a standard bill of material, Made2Manage copies only its components to quotations, sales orders, and job orders.

physical inventory

Annually counting inventory items to maintain accurate inventory counts and general ledger values.

pick list

Also calledmaterial list, disbursement list, stores issue order, stores requisition

A document that lists the material to use in a job order or shipping order.

pieces on hand

The total number of pieces, not quantity, on hand.

PivotChart

A chart in Excel that provides a graphical representation of the data in a PivotTable. You can change the layout and data displayed in a PivotChart.

PivotTable

An interactive table in Excel that quickly combines and compares large amounts of data from Made2Manage ERP.

planned order

A job or purchase order that the material requirements planning feature suggests you create to satisfy demand.

PO (purchase order)

A document that authorizes the purchase of specific products or services and promises to pay for them.

posting

  1. In the Made2Manage bar code feature, the process of sending data from the bar code host computer to the Made2Manage database.

  2. The debiting or crediting of general ledger accounts

posting date

The date of an entire business transaction. A transaction such as an accounts receivable, accounts payable, or payroll transaction. A business transaction consists of at least one debit and at least one credit, and total debits must equal total credits. or a debit or credit is posted to the general ledger.

price schedule

A special list of prices that only applies to certain quantities or kinds of goods.

Print Preview toolbar

A Made2Manage toolbar that lets you move around and zoom in on a report in print preview.

process manufacturing

The production of items by mixing, separating, forming, and/or processing raw materials into another form.

product

Also called product instance

  1. Any commodity produced for sale, barter, or internal use.
  2. The set of options you select for each feature in a product definition.

product-based tax

A tax assessed based on product type.

product class

Also called product group

A categorization applied to products that makes it easier to track job costs, profitability, and revenue.

Product Configurator

A feature of Made2Manage that records configurable products’ features and options, as well as the rules that control when options can and cannot be chosen. It adjusts routings and bills of material to match each order’s requirements. It can dynamically create Item Master entries for each valid product configuration. It adjusts costs, notes material requirements, calculates prices, and creates quotations and sales orders.

production calendar

(Also called manufacturing calendar, M-day calendar, planning calendar, shop calendar)

A means for showing available working days and overall working hours of your company for production and inventory planning.

production controller

(Also called master scheduler, production scheduler)

The person who manages, establishes, reviews, and maintains a master production schedule.

production scheduler

(Also called production controller, master scheduler)

The person who manages, establishes, reviews, and maintains a master production schedule.

pro-forma invoice

A preliminary invoice for which a prepayment will be required. Use it when you require customers to pay a deposit.

Project

(Also called Microsoft Project)

Software that helps manage and plan projects. Information you enter Made2Manage carries into Microsoft Project to keep your schedules and progress towards the schedule up-to-date.

Projected Available Balance (PAB)

A code that tells you how much inventory is projected to be on hand in a specific period or on a specific date. Four PAB codes are available: PAB (Sales Order), PAB (Forecast), PAB (MAX), and PAB (O) for order.

prospect

Someone who has expressed an interest in buying goods from you, or you think could benefit from buying goods from you but has never bought from you before.

pu

A tax is assessed according to geographic regions, such as federal, state, or local taxes.

purchase item

An item you buy from a vendor to fill an order or to keep in stock.

purchasing category

A category that lets you assign the proper general ledger (GL) accounts to all items, to customize purchasing categories for your purchasing system, and to group materials purchased for production and general operations.

purchasing lead time

The total time required to obtain a purchased item. Included are order preparation and release time; supplier lead time; transportation time; and receiving, inspection, and put-away time.

purchasing queue

A list of your company’s purchasing needs that Made2Manage generates. This list is based on information you already saved in Made2Manage.

purchasing queue filter

A way to display specific items in the purchasing queue.

purchase order (PO)

A document that authorizes the purchase of specific products or services and promises to pay for them.

purchasing variance

(Also called variance, delivery variance, quantity variance)

The difference between an agreed-upon and actual cost, quantity, or delivery date.

push methodology

A process used by Business Analytics to send data to an MS Excel spreadsheet while providing security from within Made2Manage ERP. Existing user report permissions are used to gather data for the template spreadsheet.

Q

quality procedure

(Also called standard operating procedure)

A procedure your company follows to ensure product quality.

quantity variance

(Also called variance, delivery variance, purchasing variance)

The difference between an agreed-upon and actual cost, quantity, or delivery date.

query

A source of data for a report. A query gets information from database tables and passes the information to the report layout.

queue time

The time a part must wait before it can next be used in a production operation. For example, a paint booth might have a standard backlog; the time a part waits to be painted is queue time.

quick job order

A job order for an internal job for stock items that have a standard routing and bill of material.

quick sales order

A record of information needed to authorize and process a customers order. The quick sales order lists all items to be sold to the customer. However, by reducing the amount of information you are required to enter, a quick sales order lets you quickly and easily create sales orders.

quotation

An estimate of the price and terms of sale of goods and services you can offer a prospective buyer.

R

receipt

(Also called cash receipt)

A record of payment for goods sold.

receiver

A record of goods received by your company as of a certain date.

record

A complete unit of related data items stored in named fields in a database table. A record contains all the information for a single item, such as a single sales order.

recovery key

In database tables, a key whose values identify each record, not necessarily uniquely. Two records can have the same recovery key value. Made2Manage sometimes uses the recovery key to repair database corruption.

recurring journal entry

A journal entry you set up to automatically, periodically recurs.

recursion

(Also called circular reference)

In a bill of material, the result of adding a component part which is the same as the parent part.

regenerate

(Also called generate)

To update and display the latest information from a source, such as the purchasing queue.

regular processing of labor

A means for recording straight time spent working only one job over a given time period.

reindex

To regenerate a database table’s index. You generally reindex a table after a large number of records have been added and removed, which causes the index to become inefficient.

related feature

A feature indented underneath another feature in the Product Configurator. The options chosen for all related features place only one part on a product’s bill of material.

relay options

A means of connecting TT5a, TT5b, TT6a, and TT6b bar code hardware to alarms, light panels, doors, and other controllable electric devices. The bar code collection program can send an electric pulse to the devices to signal the start and end of breaks and shifts or to lock and unlock doors.

release date

The date a job order is available for the production floor.

released

A job order status that indicates production can begin or is underway. Labor can be posted and inventory can be issued to a released job order. A released job order can be scheduled.

repetitive manufacturing

The production of distinct items in large volumes using fixed routings.

Report E-mailer

A feature of Made2Manage that lets you e-mail report output to anyone.

request for quotation(RFQ)

A formal estimate of the cost of providing an item or service to your company. Your company uses this estimate to determine which vendor provides the best item or service for the price.

reserve stock

(Also called buffer stock, safety stock)

A quantity of stock you plan to keep in inventory to protect against fluctuations in supply and demand, forecasting errors, or changes in the backlog.

resident facility

The facility that currently stores given parts or material.

resolving options

The selection of two or more options that place only one part on a product’s bill of material. For example, a computer manufacturer installs a different memory board based on selections for the amount of memory and the desired speed of the board.

retained earnings

Net income that is retained in the business. Part of the stockholders’ claim on total assets. Retained earnings does not represent a claim on any specific asset.

return materials authorization number (RMA)

  1. A number you assign when you record a customer’s problem with a product. The customer includes this number with the return shipment.

  2. A number the vendor assigns when you report a problem with a product. You include this number with the return shipment.

return purchase order

A purchase order that lists items you return to a vendor.

revaluation

A process related to foreign currency conversion. Revaluation occurs at the end of an accounting period. It is the adjustment for anticipated but unrealized gains and losses (from changes in exchange rates) to create more accurate financial reports.

revenue

Inflow of assets resulting from sales to customers.

revision history

Information about when and why you made changes to some kinds of information in Made2Manage.

revision number

A number that specifies the number of times an item has been changed.

rework

Corrective action taken on a part, so it meets quality standards.

RFQ

(Also called request for quotation)

A formal estimate of the cost of providing an item or service to your company. Your company uses this estimate to determine which vendor provides the best item or service for the price.

RMA

(Also called return materials authorization number)

  1. A number you assign when you record a customer’s problem with a product. The customer includes this number with the return shipment.

  2. A number the vendor assigns when you report a problem with a product. You include this number with the return shipment.

route sheet

(Also called bill of operations, instruction sheet, manufacturing data sheet, operation chart, operation list, operation sheet, routing, routing sheet, job routing, process sheet)

A sequential listing of all operations needed to make a part or assembly.

routing

(Also called bill of operations, instruction sheet, manufacturing data sheet, operation chart, operation list, operation sheet, route sheet, routing sheet, job routing, process sheet)

A sequential listing of all operations needed to make a part or assembly.

routing sheet

(Also called bill of operations, instruction sheet, manufacturing data sheet, operation chart, operation list, operation sheet, routing, job routing, process sheet)

A sequential listing of all operations needed to make a part or assembly.

rule

A constraint that prevents a certain combination of options. For example, a computer manufacturer might not allow a laptop computer to include a HD3400 hard disk drive, or a computer to be built with an odd number of memory boards (they must always be installed in pairs).

rule script

A Visual FoxPro program you write that execute at certain points during the product configuration process. Rule scripts are executed only when you purchase the rules-based Product Configurator.

rules-based Product Configurator

An extra-cost option of the Made2Manage Product Configurator that describes rules for products that are more complex than can features and options can describe. For example, some product configurations might affect routings. You apply rules in the form of rule scripts, which are Visual FoxPro programs that execute at given points during product configuration.

run order

(Also called work order, manufacturing order, production order, job order, shop order)

A document that conveys all the information needed to produce a specific part or assembly. In Made2Manage, a job order for a make item is linked to the sales order so that the job can be scheduled to meet the sales order’s due date. A job order for a stock item is initiated to replenish inventory.

run size

(Also called standard process quantity)

The amount of a parent part that is used as the basis for material requirements planning.

S

safety stock

(Also called buffer stock, reserve stock)

A quantity of stock you plan to keep in inventory to protect against fluctuations in supply and demand, forecasting errors, or changes in the backlog.

sales order (SO)

A record of information needed to authorize and process a customer’s order. The sales order lists all items to be sold to the customer.

sales tax authority

A body, such as a state or county government, that levies and collects state taxes.

sales tax code

A code that identifies a type of sales tax, including the rate, GL Account numbers, and effective dates.

scalar unit of measure

A unit of measure that describes a quantity by magnitude or volume. Examples include gallons, pounds, and square feet.

schedule

A plan that authorizes the manufacturing of items. A plan that is a set of detailed, sequenced start and stop times for all job operations.

schedule efficiency

The ratio of actual units or hours produced to the standard rate of production expected in a time period.

scheduled receipts

Open job orders and purchase orders that the material requirements planning feature takes into consideration when it determines material needs.

scheduling algorithm

(Also called algorithm)

A set of rules used to prioritize job orders. All schedules follow a standard algorithm and each type of schedule has an additional scheduling algorithm it follows.

scheduling horizon

The number of days forward from the current shop date for which you want a detailed shop schedule. Scheduling the jobs means assigning start and end times for each job operations, as well as assigning resources to operations. The scheduling horizon must be shorter than the planning horizon and schedules only those jobs with due dates that fall within the scheduling horizon.

scheduling rules

Basic rules you use for scheduling that can specify move time, queue time, and soon. In Made2Manage, you can set scheduling rules in the Production (CSPROD) window, the Production Capacity (CSPC) window, and the Job Order Detailed RTG (JODRTG) window.

scrap

Material, parts, or products that do not meet quality standards and cannot be reworked to meet them.

ScreenTip

(Also called tooltip)

A reminder of what a toolbar does. The tooltip appears when you place your mouse over the and do not move it for one second.

search

A means of finding information in Made2Manage that’s especially useful when you remember some of the information’s details. For example, search for a sales order when you remember the customer’s name or some part of the sales order number.

selected schedule

(Also called current selected schedule)

The schedule you select to run your operations. Made2Manage uses the current selected schedule to create scheduling reports and update job orders.

sequential processing

Job operations are scheduled in order from the smallest operation number to the largest and never skip operations. For example, if a job order has three operations numbered 10, 20, and 30, operation 10 is first, then 20, then 30.

serial number

A number assigned to a manufactured product such as the sequenced numbers assigned in the manufacturing of engines for automobiles. In field service, this corresponds to the Made2Manage lot control number.

serial processing of labor

A means for recording time spent on several short-run operations and for calculating the amount of time spent on each job.

setup

Labor applied to preparing a work center so that a particular operation can be performed on a part or assembly.

shareholder equity

(Also called net worth)

The amount of money the owners have invested in the company plus the retained earnings (total of all after-tax profits the company has ever earned). One of six permanent general ledger account categories.

shift duration

The number of minutes in a shift, not including time spent on breaks.

shipper

A record of goods shipped from the company on a certain date.

shipping buffer

A time you add to a job orders scheduled completion date to account for possible backups in shipping. If the shipping buffer is two days and the schedule says you can finish the job on June 1, the sales order due date is June 3.

shipping list

(Also called shipping manifest)

A document that accompanies a shipment, listing in detail what the shipment includes.

shipping manifest

(Also called shipping list)

A document that accompanies a shipment, listing in detail what the shipment includes.

shipping queue

A list of your company’s items available for shipment that Made2Manage generates. This list is based on information you already saved in Made2Manage.

sign in

To gain access to a software system such as Made2Manage. To sign in, you supply a username and password.

standard

Used or accepted as normal or average

standard industrial classification code (SIC)

A code that describes the business a company is in.

SIC code (standard industrial classification code)

A code that describes the business a company is in.

slack time

The difference in calendar time between a job’s due date and its estimated completion date. If a job’s completion date is ahead of its due date, it has slack time.

SmartPart number

A part number that the Product Configurator creates automatically as you configure a product, based on rules set up in the product definition.

SO (sales order)

A record of information needed to authorize and process a customer’s order. The sales order lists all items to be sold to the customer.

source

An item’s origin: make, stock, or buy.

source facility

A facility that fills another facility’s material need. A source facility can either manufacture parts or ship parts from inventory.

special documents

These are sales orders, quotations, purchase orders, requests for quotations,accounts receivable invoices, customer statements, and shipping documents.

Specialty toolbar

A Made2Manage toolbar that lets you attach documents, mail-merge Made2Manage information, record quality procedures, check item histories, change document revision numbers, and create recurring financial transactions.

split commissions

Refers to a commission split between two or more salespeople.

SPQ (standard process quantity)

(Also called run size)

The amount of a parent part that is used as the basis for material requirements planning.

SQL (Structured Query Language)

(pronounced SEE-kwel)

A language for querying databases.

stand-alone form

A stand-alone form is a new form created by the user that contains extension controls.

stand-alone table

A new table created by the user. Stand-alone tables are typically related to Stand-alone forms.

standard costing

A type of cost accounting that bases financial numbers on the information stored in the item master.

standard industrial classification (SIC)

A code that describes the business a company is in.

standard item

(Also called standard part)

An item in the Made2Manage Item Master.

standard operating procedure

(Also called quality procedure)

A procedure your company follows to ensure product quality.

standard part

(Also called standard item)

An item in the Made2Manage Item Master.

standard process quantity (SPQ)

(Also called run size)

The amount of a parent part that is used as the basis for material requirements planning.

standard purchase order

A kind of purchase order you use to fulfill demand for usual materials, such as production supplies.

standard response

A standard action taken on a customer or vendor problem.

standard unit of measure

A unit of measure that represents a measurement that does not change based on context. For example, whether you are measuring lumber or steel rods, the measure of “linear foot” remains the same.

started

A status of quotations, sales orders, purchase orders, job orders, cash receipts, prepayments, engineering change orders, item masters, requests for quotation, and physical inventory tags. A started document is in the entry process and unavailable to other Made2Manage functions.

state

(Also called window state)

In Made2Manage windows, an indicator of whether the window can access parent or child information. For example, in the Orders (SO) window, sales order items are child (or detail) records and other data is part of the parent (or header).

statement

(Also called bill)

A document showing a customer’s credits, debits, and balance for a given period of time.

static table

(Also called database snapshot)

A frozen copy of financial information from the Made2Manage database that the FRx financial reporting package uses in generating reports.

Status bar

A dockable Made2Manage window that tells you the company you’re logged into, your username, the applications area you are using, and the active window’s mode and browse sequence.

stock item

A part you keep in inventory. There are two kinds of stock items: made-to-stock, which you manufacture, and buy-to-stock, which you purchase.

storage facility

(Also called destination facility, distribution facility, resident facility, source facility, facility)

A place where manufacturing activity takes place, material and/or parts are stored, or from which parts are distributed. A facility is typically large, such as a site, a building, or a set of buildings at one location.

stores facility

Location where materials are held for future use.

Structured Query Language (SQL)

(pronounced SEE-kwel)

A language for querying databases.

sub-account

An account within an account.

sub-contract purchase order

A purchase order type that lets you track costs for sub-contracted services on jobs.

sub-job

  1. A job to produce a component part required by another job.

  2. A job for the rework of items. You can create a sub-job to isolate the costs for rework.

subassembly

A stock manufactured inventory part you use to manufacture another part. For example, a drawer assembly is a subassembly of a desk assembly.

subledger

A location in which Made2Manage stores transactions. Subledger transactions post to the general ledger. Made2Manage has four subledgers: accounts payable, accounts receivable, order costing, and payroll.

supplier

(Also called vendor)

A business from which you purchase goods or services.

Supply Chain Management

Supply Chain Management spans all movement and storage of raw materials, work-in-process inventory, and finished goods from point of origin to point of consumption (supply chain).

symbology

A bar code character set. Made2Manage works with only the Code 39 and Code 128 symbologies. You may also know of the UPC symbology — your supermarket scans UPC codes to ring up prices at checkout.

T

tab

A window control that groups related controls. You click a tab to reveal those controls and hide the controls on all other tabs.

tab order

In windows, the order in which the cursor moves from box to box in the window when you press the Tab key.

tab stop

A property added to a control, so it is included in a tab sequence.

table

The fundamental structure of storage in a database. A table places data into rows and columns. The rows correspond to records and the columns correspond to fields.

Table Definition

Data sets generally consist of multiple tables. The tables used in configuration processing must be defined with the Table Definition process. Tables are defined by environment and by data set. Standard CS-Enterprise tables are automatically defined when the application is installed, and the development environment is established. When additional environments are cloned from the development environment, the table definitions for the standard tables are copied for the new environment.

tag

A name we give a key to help you use it more easily. For example, an accounts payable table assigns the tag VEND_INV to the key UPPER(FVENDNO)+UPPER(FCINVOICE).

tax code

A unique code that identifies a tax, its rate, and the corresponding general ledger account.

TCP/IP (Transmission Control Protocol/Internet Protocol)

  1. A protocol that ensures a reliable connection between two computers on the Internet and controls how the computers break information into packets and address the packets for transmission.

  2. A name for the entire suite of Internet protocols that, together, define the Internet’s architecture.

technicians

A representative who goes to the customer. Someone who agrees to buy goods from your site to perform repairs.

test procedure

A description of how you test an item for quality.

Theory of Constraints

(Also called TOC)

A manufacturing theory that recognizes that multiple steps are part of a single goal, and that the least productive step constrains where the output of one step depends on the output of one or more previous steps. TOC allows you to make the necessary changes to adjust for the least productive step, called the bottleneck, in your operations.

thin-client

(Also called thin client architecture)

A means for distributing application processing to the most appropriate network node for best efficiency. Typically, the software’s interface appears on the user’s computer (the client) while most processing occurs on a server computer.

thin-client architecture

(Also called thin client)

A means for distributing application processing to the most appropriate network node for best efficiency. Typically, the software’s interface appears on the user’s computer (the client) while most processing occurs on a server computer.

time and materials billing

A type of progress billing you can select only for make parts when adding items to a sales order, quotation, or for multi-release items. Time and materials billing allows you to invoice the customer for the time spent and materials used, plus any markup you want to impose on the customer, by date.

time buckets

Periods of time for which to display material requirements planning results.

time card

A document that records attendance time, often used to record the number of hours of work for which to pay an employee.

TOC (Theory of Constraints)

A manufacturing theory that recognizes that multiple steps are part of a single goal, and that the least productive step constrains where the output of one step depends on the output of one or more previous steps. TOC allows you to make the necessary changes to adjust for the least productive step, called the bottleneck, in your operations.

tolerances

In material requirements planning, grace periods for scheduled receipt dates. During these periods, action messages do not occur for parts due but not received. Setting tolerances helps control the number of action messages you receive.

tool

In Made2Manage, it is a non-inventory part used to service customer products.

toolbar

A bar that contains tools, each with a distinctive icon. Each launches a frequently used command.

tooling

A part that is a tool you use up during production. You can record its cost separately from materials costs.

tooltip

(Also called ScreenTip)

A reminder of what a toolbar does. The tooltip appears when you place your mouse over the and do not move it for one second.

transaction

  1. A debit or credit posted to a particular general ledger account.

  2. As a result of accounting events in accounts receivable, accounts payable, or payroll, at least one debit and at least one credit, where total debits equal total credits.

transaction currency

The currency a customer or vendor uses, as opposed to the currency your company uses.

transaction date

The date a business transaction occurs.

transaction logging

A feature of Made2Manage that creates a log file of all database transactions users perform. You can use this file to recreate a damaged or lost database.

Transmission Control Protocol/Internet Protocol (TCP/IP)

  1. A protocol that ensures a reliable connection between two computers on the Internet and controls how the computers break information into packets and address the packets for transmission.

  2. A name for the entire suite of Internet protocols that, together, define the Internet’s architecture.

trial balance

A list of the general ledger accounts and their debit or credit balances. You can use a trial balance to see if the total debits equal the total credits.

U

Uniform Resource Locator (URL)

A string of characters that identifies the location of a resource on the Internet. For example, the URL http://www.made2manage.com identifies the World Wide Web site (http://) on the computer at Made2Manage Systems, Inc. (www.made2manage.com).

unit of measure

Specifies how an item is tracked.

United Parcel Service OnLine WorldShip

An integrated global shipping system from United Parcel Service, Inc., it uses the Internet to track shipments around the world.

unpaid

  1. An accounts payable invoice status that indicates the invoice is approved, but you have not paid any of the amount due.

  2. An accounts receivable invoice status that indicates the invoice is approved for payment, but the customer has paid none of the amount.

  3. A debit memo status that indicates the debit memo is approved, but you have not applied any portion of it to expenses.

  4. A credit memo status that indicates the customer has applied no portion of the credit memo to purchases.

unused

A status of physical inventory tags that means you have added the tag record but have not yet recorded count information.

updated

A status of physical inventory tag ranges that indicates you have posted each tag, which means you have updated the on-hand inventory quantities and the general ledger inventory accounts.

uppercase

  1. adj Having to do with text written in capital letters.

  2. n Text written in capital letters; for example, TEXT.

urgency

(Also called payment urgency)

A priority for paying a vendor.

URL (Uniform Resource Locator)

A string of characters that identifies the location of a resource on the Internet. For example, the URL http://www.made2manage.com identifies the World Wide Web site (http://) on the computer at Made2Manage Systems, Inc. (www.made2manage.com).

user

A person who has an account (a username and password) in Made2Manage.

user permissions

(Also called permissions)

The pages that a user can access in Made2Manage. Set user permissions with the Permissions Screen (PERM) page.

user type

A means of categorizing user experience in Made2Manage among beginning, intermediate, and advanced users. Made2Manage lets advanced users use special report features such as SQL statements and filters. Beginning and intermediate users can’t use these features. The beginning and intermediate settings are not different from each other. If you flag one user as beginning and another as intermediate and all other settings remain the same, there is no difference in what the system lets them do or how they can interact with the system.

user-defined revision number

A revision number you assign to a part. Unlike standard revision numbers, user defined revision numbers can be changed at any time.

username

The name a user uses to sign in to his or her Made2Manage account. The user must supply a password, too.

V

variance

(Also called delivery variance, quantity variance, purchasing variance)

The difference between an agreed-upon and actual cost, quantity, or delivery date.

VB (Visual Basic)

A programming system from Microsoft

VBA (Visual Basic for Applications)

A set of programming tools, available in many off-the-shelf applications, that let you add custom, tightly integrated features to those applications.

vendor

(Also called supplier)

A business from which you purchase goods or services.

vendor number

A unique number that identifies a vendor.

Visual Basic (VB)

A programming system from Microsoft

Visual Basic for Applications (VBA)

A set of programming tools, available in many off-the-shelf applications, that let you add custom, tightly integrated features to those applications.

Visual FoxPro ( VFP)

Also called Fox, FoxPro

A programming system from Microsoft. Made2Manage is developed largely using Visual FoxPro.

void

A status of accounts payable invoices, accounts receivable invoices, credit memos, debit memos, cash receipts, prepayments, and physical inventory tags that indicates the document is no longer valid.

W

w

A machine running Made2Manage that is in command-processing mode.

wand

A device attached to the bar code wanding station used to swipe across bar codes to collect information about parts, job orders, operations, and so on.

wanding

The process of swiping the bar code wand across a bar code to collect information about parts, job orders, operations, and so on.

wanding station

Hardware you use with the bar code system. To record a transaction, you swipe the wand connected to the wanding station over a function bar code and then follow the prompts the wanding station displays.

warranty

A company’s statement that a product is reliable and free from known defects. It also states that the company will repair or replace defective parts within a given time limit and under certain conditions.

Web links

  1. A Made2Manage feature that lets you add, change, or remove links to Web sites from several windows in Made2Manage.

  2. Links to sites on the World Wide Web.

weighted average costing

  1. A type of inventory cost accounting that bases costs on information from existing inventory items and purchase orders for those items.

  2. A type of inventory cost accounting that bases costs on existing inventory plus total estimated values, divided by the total quantity in existing inventory plus the quantity moved to finished goods when the job order is complete.

What If schedule

A kind of schedule that lets you hypothetically determine the effect new job orders have on a schedule. You can add quotations, sales orders, and job orders to the schedule, and put job orders on hold without changing the schedule itself. If you like the changes you make in a What If schedule, you can select to permanently add the job orders to the schedule.

What-If mode

In Planning and Scheduling, a kind of session that lets you hypothetically determine the effect of new job orders on a schedule. What-If mode incorporates any kind of change to the schedule, not just new demands or sales orders or job orders, but any change in sequence of operations on a resource, start or stop time of an operation. If you like the changes you make in What-If mode, you can select to permanently add the job orders to the schedule.

window ID

(Also called form ID, mnemonic (pronounced nuh-MAHN-ick))

A two- to seven-character abbreviated name that identifies a Made2Manage window. Most Made2Manage windows have a mnemonic; it appears near the window’s upper-right corner. The Purchase Orders window’s mnemonic is PO, the Quotes window uses QUOTE, and the Accounts Payable Aging report uses RPARAG

window mode

(Also called mode)

The way Made2Manage controls how you interact with a window. For example, Add mode lets you add a record, Edit mode lets you change the current record, Change Status mode lets you change a document’s status, and so on.

window state

(Also called state)

In Made2Manage windows, an indicator of whether the window can access parent or child information. For example, in the Orders (SO) page, sales order items are child (or detail) records and other data is part of the parent (or header).

Pages

You work in Made2Manage using rectangular frames called pages that appear inMade2Manage. Each page contains fields that relate to a certain function. For example, if your job is to add accounts receivable invoices, you use a page that displays the fields you need to enter those invoices.

Windows Terminal Server (WTS)

Thin-client/server software that provides access to most Windows applications across a network connection such as the Internet.

work in progress (WIP)

Stock items that are not finished and moved to inventory, or make items that are not finished and shipped. This includes all material released for processing through completely processed material awaiting final inspection and acceptance as a finished product.

wire

**(**Also called wire transfer)

An electronic method of processing financial transactions.

work center

(Also called load center)

A specific production area consisting of one or more people, processes, or machines of identical capabilities that are considered as one unit for scheduling.

work center calendar

(Also called load center calendar)

A calendar that shows the working hours of a specific work center for production and inventory planning. For scheduling, the working time shown in the work center calendar overrides the working time shown in the production calendar.

work order

(Also called job order, manufacturing order, production order, run order, shop order)

A document that conveys all the information needed to produce a specific part or assembly. In Made2Manage, a job order for a make item is linked to the sales order so that the job can be scheduled to meet the sales order’s due date. A job order for a stock item is initiated to replenish inventory.

workstation

A computer that runs Made2Manage software.

writeoff

An amount owed but not paid that you give up collecting.

WTS (Windows Terminal Server)

Thin-client/server software that provides access to most Windows applications across a network connection such as the Internet.

X

Y

yield

The ratio of a process’s usable output to its input.

Z

zero defects

A performance standard that requires workers to watch details and avoid errors with a goal of having no defects in products.

ZetaDocs

An application made by Equisys that runs outside of Made2Manage enabling report information to be exported as an e-mail attachment.

ZetaFax

An application made by Equisys that runs outside of Made2Manage enabling report information to be sent by fax.

ZetaFax Duo

An application made by Equisys that runs outside of Made2Manage and combines ZetaFax and ZetaDocs.