[Document] Creating a Finished Good Item production template

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INTRODUCTION

A “template” in PrintVis
Finished Good Item production template

STEP-BY-STEP INSTRUCTIONS

Setup a Template “Job”
Setup a Finished Good Item
Test the setup

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INTRODUCTION

A “template” in PrintVis is a Case that already has been partially filled in.

Some templates are used for estimating and quoting, some are used for production.

A typical estimating template may only have some finishing operations, expecting you to complete it by adding the substrate, pre-press, and the press.
Some templates can be almost completely set up – so, for example, as soon as you enter the order quantity, everything will calculate.

We do not usually use the production templates in estimating, because the quotes and the jobs usually require different levels of detail.
So, we can “hide” the production templates from estimators by “unchecking” this checkbox on the Job Card page in the template Case:

The Finished Good Item production template works by combining a template Case with some other production details that are entered on the Finished Good Item Card.

The idea is to use a more “generic” template Case and have more specific production details come from the finished Good Item card.
For example, a template Case might only have a press and a size, and the rest of the production detail will come from the Item Card.

STEP-BY-STEP INSTRUCTIONS

Setup a Template “Job”

1A. If you do not already have a template Case created, then start a new PrintVis Case.
Enter a descriptive Job Name, better to include a word “template” into it – this way it is more obvious.

For example:

Then place the Case into a QUOTE status. It does not matter which Customer you assign to a template Case, the data will be copied into a new Case when a template is activated..

1B. If you already have a template Case created, open the Case and add a new “Job” line:
(Go into “Job Processing” – “New Job”)

It is much easier to have each template set up as a unique “Job” number:

2. Decide how much production detail you want to have in your template “Job”.

Example 1:
Add the Format Code”, the “Pages with print”, the press, and the standard press inks only (usually the process inks).

The rest of the production detail will come from the Item Card.

Example 2:
If you need to adjust some calculation details manually, then include this Cost Center as well.
For example, if you need to specify the “rewind across” and the “#of labels per roll”, then your rewinder should be included in the Template Case. Open the “Estimating” page on the Case and add it:

3. Make sure your template Job line is selected, then open the Job User Fields and add any production info that you always want to be copied forward.

Example:

4. When done, place the Case into TEMPLATE status. This will “lock” the Case from editing.

* a TEMPLATE Status Code is created during the system setup. If you do not see it, contact your Wye Print consultant.

Setup a Finished Good Item

1. Open the “Items” page and create a new finished good item card.
It is recommended to copy an existing Finished Good Item and adjust the details, by going into “Actions” – “Functions” – “Copy Item”:

2. Open the newly created Item Card and adjust the detail: change the Description, select the Base Unit of Measure (PCS). A picture is not really necessary, but good to have – as a quick reference.
Make sure the Search Description has been updated. Sometimes it might hold the old copied data.

On the “Costs and Posting” fast tab, update the Cost and the Price details.
Consult with Wye Print support about different ways of setting up the Cost and the Price.

If we sell the label NOT in “pieces”, then we need to update the “Sales Unit of Measure”.
This value does not get copied and always gets re-set to “pieces”.

For example, if we sell the label in “thousands”, then:
A – click on this dropdown button
B – click on “Select from full list”

A new window will open. Click “Edit List”:

Click on the dropdown on the new blank line:

A - Select a desired Unit of Measure
B - Enter the conversion factor between “Base Unit Of Measure” and your new Unit of Measure.

Click “OK” to close the window. Your new Sales Unit of Measure should now be selected:

Continue scrolling down. Most of the data will remain the same as in the item you copied from.
On the “PrintVis General” fast tab, make sure the right Customer has been assigned to this new Item. Use the “Sell-to No.” field for this purpose:

Stop scrolling when you reach the “PrintVis Finished Good” fast tab.
Here is where you will select all your production elements that will be combined by PrintVis into a new Order.

A – click here to select your new template Case and Job

A new window will open. It will show all PrintVis Cases and all Job versions.
Make sure to select the right Case ID and the Job number, then click the “OK” button at the bottom of this window.

You will now have the new template ID linked:

Now, select the rest of the production details. In this example, we select the Product Group code, the substrate, the die, and the cylinder:

If you did not enter any finishing details on the template Case, then you will also need to select the finishing workflow:

* As mentioned earlier, some calculation details and Cost Centers can be added on the template Case AND on the Item Card. Please be aware of what gets added where - to avoid a double entry!

Test the setup

Create a new PrintVis Case, select any Customer, select Order type only. Do not select the Product Group – that field will populate from a template.
Enter the Job Name.

Then,
A – Click on the “Job Name” field to start a new active Job line
B – Click on the “Item No.” dropdown

A new window opens. Select the desired Finished Good item and click “OK”:

PrintVis will create a job by combining the data from a template Case and from the Item Card.
All you need to do is to add the Ordered Quantity:

Go over the job calculations and the user fields and adjust as necessary.