Additional Modules

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At Medatech we don’t just sell out of the box solutions...Medatech having been trading for over 15 yearsselling, developing and enhancing only one ERP solution. Priority ERP

Over this time we have learnt that out of the box isn’talways what you want, or need, to get the job done. OurProject Managers are onsite with you from analysis to the go-live and after.This means they pick up vital information on how business processesrun, in many different industries. This information has enabled us todevelop custom built modules to cope with areas which are not dealt with in the standard Priority product.The following pages give a snapshot of the most revered additional modules that Medatech has developed. They will make your business: More efficient More effective More streamlinedIf you have any questions about the Additional modules, add-onsand developments, please get in contact to discuss taking your business to the next level of Efficiency.

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Contents PageFinance 1-2General 3-6Logistics 7-8Production 9-10

1 FinanceExport Bank PaymentsCreate a BACS transfer file from payments you create in Priority.Currently supported banks: Natwest, Lloyds TSB, HSBC, Barclays.Exchange Rate DownloaderAutomatically update your system exchange rates from Bank ofEngland or the European Central Bank.Invoice Payment ScheduleAutomatically create ‘Payment Installments’ based on:- Invoice value - Number of payments- First payment date - Payment frequencyShipping Currency InvoiceAutomatically raise an invoice in the shipment currency where it differs to thecustomer’s default currency.

Finance 2STD Cost Analysis with LabourGet a full break down of your standard cost: Materials, labour andmachinery costs.Employee Holiday Module- Enables maintenance of employee holiday entitlement.- Enhances the existing Employee Absences functionality to specially record holidays and to see remaining days for any given employee  and calendar year.- Enables the recording of employee holiday requests and their authorisation by selected other employees auto populating Employee Absences as appropriate.- Holiday requests are supported by BPM statuses thus allowing rules to be added to email requests upon change of status.Certitax USA Tax CodesWork with the multiple tax codes of the American sales tax system.

33 • Customer Quotations • Orders • Sales Orders • Service calls • Vendor Quotations • Work Orders • Shipments • Service Contracts • Purchase orders • RFQ's • Engineering Change • Invoices • Projects • Purchase demands General Automatic Emailing Module Single Entity Scan Module Scan documents and - Define default contacts to receive  automatically attach them to: documents per customer or supplier. - Invoices - Orders - Send these documents from a central - Customers and Vendors address. - Quotations - Inventory transactions Batch Scan Module - Sales and purchase Scan a batch of documents created in Priority.  - And more. They will be attached to the relevant record automatically.  

Document PDF Conversion 4Give a consistent PDF output whoever produces thedocument. Includes options for Print format, paper size,margin size etc.Documents that can be converted are:- Customer Quotations - Work Orders- Sales Orders - Service Calls- Vendor Quotations - RFQ's- Shipments - Service Contracts- Purchase Orders - Purchase Demands- Engineering Change Orders - Invoices- ProjectsNew document printing routines are provided with this module. Ensure PDF conversion is performed to best effect and all features supported. This is at an extra cost per document. Form Log of ChangesTrack changes to data in any Priority forms. Configurable by the business.GeneralMS Active Directory LicenceLink your Windows Active directory logins to Priority. Saving the user having to log intoPriority (as they are already authenticated through AD). Privileges by Entity ReportShows which users/user groups have access to a form,report or procedure.

5 GeneralQuery Mode Generators Repeating Tasks ModuleView system structure. (forms, reports Create recurring tasks in Priority procedures etc).  Without fear of with options of Daily, Weekly,changing them by mistake. Monthly or Yearly. Changes to tasks update future tasks.Bartender Labels from Document User Text as Mail TextInstalls the  basis for producing Automatically add a signaturebartender labels from selected per user to Priority emails. Thedocuments within Priority. No  user text as mail text modulebartender installation/licensing or enables maintenance of textset-up is included as standard in this against each user and theproduct.  option to copy this text when the user uses the Priority Compose Mail Form.

General 6 PPAP, 8D, 5 Why Module8D Pareto Chart 8DAllows you to view in a graphical Use this form and its sublevels toformat the8D problem issue types that record internal and external 8Dhave been recorded in the 8D form information. The form allows you tofor analysis purposes including an record the 8 stages from choosing theoption to view the top ten team, describing the problem,occurrences. containment, root cause and corrective actions through to the prevention implementation and final recognition of the teams efforts in resolving the problem/concern.Internal PPAP External PPAPUse this form and its sublevels to Use this form and its sublevels to record and control all relevant PPAPrecord and control all relevant data for parts/processes that have been requested by an externalinternal PPAP data for customer including Requirements, Characteristics, DFMEA, PFMEA, ISIR,parts/processes that you order from AAR, Test results, PSW and their relevant reports. The PPAP form has ayour Supplier base. Including BPM Flow chart allowing you to manage the PPAP process byRequirements, Characteristics, defining statuses and appropriate business rules.DFMEA, PFMEA, ISIR, AAR, Test results,PSW and their relevant reports. ThePPAP form has a BPM Flow chartallowing you to manage the PPAPprocess by defining statuses andappropriate business rules.

7 LogisticsAuto Allocation/Reservation ModuleEnables hard allocation of inventory and reservation against open purchase orders.Packing Slips by Due DateAllocation of stock without purchasing the allocation and reservation module.- Automatically create packing slips for Sales order based on the due date of the order lines.- Batch process or on an order by order basis with a direct activaion.Items Per Packing Slip Per CustomerDisplays all items packed for a customer option todisplay only draft packing slips or only final packingslips.PO for SO Parts Child PartsAutomated creation of Purchase Order for all the childparts on your sales order.Mandatory Customer PO NumberPer customer, force the entry of a “Custs PO” numberbefore a Sales Order for the customer may be created orupdated.Quotation Discount ActivationGive % discount to one or many quote lineswith one click.

Logistics 8On time Delivery ReportView details about deliveries besed on salesorders.- See the transaction that any given order item has undergone.- Quantity of parts that have been shipped.- When each shipment was made.- How early/late the shipment was compared to the due date entered on the order.Copy Part- Replace in BOM Supplier Quality MaintenanceEasy and efficient creation of new parts - Manage and maintain your supplier qualitybased on existing parts. approval.PO Authorization Summary Form - Manage all the quality documents for eachNew sub-level to purchase orders whichshows a summary of the order to allow suplier, including expiry dates.faster authorization decisions to be made. - Drive supplier approval based on the fulfilment of such documents. - Re-approval reminders can also be sent from the system when a document is about to expire.Enhancement to Malfunction Purchase Order GRV Notification- Enhances the use of the Malfunction - Flag S/O so that when you receive Document notification if a GRV is recorded for any- Improving the Supplier references of its PO.- Adding new Customer references - Recieve notification if a GRV- Automates the creation of Vendor is recorded for any flagged PO. Return / Customer return document from the Malfunction document.Vendor Delivery ReportDepicts the transaction that any given purchase order item has undergone. For example, itindicates the quantity of ordered parts that have been shipped by a given supplier andwhen each shipment was made. Also displays how early/late the shipment was comparedto the on hand date entered on the order.

9Estimation Module- Design a new manufactured (type P) part within the quotation.- Calculate the cost based on BOM and routing.- Then when you get the order convert to a real part without re-entering all the data again.Make Part Check ReportChecks the required data for a Make (Type ‘P’)part reporting any discrepancies.BOM Availability Module Also includes:New fields on Sales and Quotes: - A variety of new sub-level forms to display- Earliest Delivery Date - based on availability details. supplier lead times.  - New fields on part Availability required for- Maximium Current Production Qty -   issues, open work orders. based on current child part inventory.ProductionAuto run MRP ProcedureRun MRP Automatically. There is no need for any userinput and its on the task scheduler, over night forexample.Bulk Disposal of Rejected StockDispose of ‘rejected’ inventory in one click!Issues per Unreleased WO ReportShows unreleased work orders and the issues required from stock withthe current stock availability. The user can choose to see only workorders that can be issued from stock, which is useful as you cantusually see such information unless the work order is released.Kit List with Analysis from GRVDisplay GRV analysis for all parts issued to a works order.

MRP Flag on Forecast Orders 10Set MRP option automatically for forecast sales orders,based on a system constant. 0 = Set to Blank (even if Part Flag for MRP module is installed).1 = Set the MRP Flag to Y.2 = Set the MRP flag to N.3 = Follow Part MRP Flag rules (if Part Flag for MRP module is installed).Part Average Usage ModuleDisplay see the monthly average usage of a part within the Part Availability form. Includes addition sub-level with breakdown per document type.Options: - Define which document types are included in the calculation - The number of months over which the average is taken. Part Flag for MRP Ensure that particular parts in your system are (or are not) automatically included in MRP processing.Production Work Order Kit Scrap Percentage Add the ability to automatically increase the work order kit item quantity by each components scrap percentage. Either globally or on a per part basis.Reporting Production Extras- Automatically adjust the receiving warehouse for subcontractor PO's when linked to an operation which is not the last in the routing.- A fast for reporting completed production.Trace WO/Lot Number Use ReportThis report allows you to see traceability from customer Shipment back to all items issued to theproduct or from the work order or lot number to see all products it was used in.Update Part Proc. ParametersThis new procedure will update the part and operation processing parameters for all parts, basedupon the values in their routing. Therefore ensuring that standard costing picks up these values.Parts Due for Production by WeekTwo Work Order Reports1. Detailed report that shows the quantity of parts due for production by week number, i.e. Quantity on work orders not closed.2. Show the quantity of selected parts due for production by week number by Customer.