MOR Functions

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• Whether you're a colossal manufacturing powerhouse with specialized teams for each function or a nimble, one-person show wearing multiple hats, MOR is your secret weapon! 💪
• No matter the size of your organization, MOR flexes its muscles to support every function under your roof with unwavering adaptability and gusto. Your manufacturing journey, big or small, deserves nothing less! 🌟🏭

When setting up a new User to access MOR, you will be asked to define the Function(s) they will support. (see this video for an example of how to set up a new user...)

• Accounts Payable (A/P) Processing:
  
  • Streamline and automate the management of supplier invoices and payments.
  • Maintain a centralized repository for invoices, purchase orders, and payment records.
  • Set up approval workflows for invoice processing.
  • Track due dates and payment schedules.
  • Generate reports for cash flow analysis and vendor performance evaluation.
• Accounts Receivable (A/R) Processing:
  
  • Manage customer invoices, receipts, and sales records.
  • Automate invoice creation and delivery.
  • Monitor outstanding receivables and aging reports.
  • Set up payment reminders and collection processes.
  • Record and reconcile customer payments.
• General Ledger (G/L) Accounts:
  
  • Maintain a comprehensive chart of accounts with unlimited categories.
  • Customize G/L accounts and categories to suit specific business needs.
  • Record financial transactions, including income, expenses, assets, and liabilities.
  • Ensure accurate financial reporting and compliance with accounting standards.
  • Generate financial statements, balance sheets, and income statements.
• Bill Code Categories (Unlimited and Customizable):
  
  • Create unlimited bill code categories for organizing expenses and income.
  • Customize bill code categories to align with the business's unique accounting structure.
  • Assign transactions to specific categories for detailed financial tracking.
  • Facilitate expense allocation and cost analysis.
• Export to Excel:
  
  • Export financial data, reports, and statements to Excel for further analysis and presentation.
  • Ensure compatibility with spreadsheet software for data manipulation and reporting customization.
  • Enhance data visualization and reporting capabilities.
• Import Data into Other Accounting Software:
  
  • Enable data interchange with other accounting software systems.
  • Support various file formats for data import/export, such as CSV and QuickBooks formats.
  • Facilitate data migration or collaboration with external accountants or systems.
  • Maintain data integrity during the import/export process.
• Financial Reporting and Analytics:
  
  • Generate a wide range of financial reports, including trial balances, cash flow statements, and income statements.
  • Utilize advanced analytics tools for financial performance analysis.
  • Monitor key performance indicators (KPIs) and financial health metrics.
  • Facilitate compliance reporting for tax authorities and regulatory bodies.
• Security and Access Control:
  
  • Implement user roles and permissions to control access to financial data.
  • Ensure data security through encryption and authentication measures.
  • Maintain an audit trail for all financial transactions and changes.
  • Support multi-user collaboration with controlled access.
• Integration with Other Software:
  
  • Integrate with other business software, such as CRM systems or payroll software, for seamless data flow and process automation.
  • Enable cross-functional collaboration and data sharing across departments.

• Bill of Materials (BOMs) Management:
  
  • Create, edit, and manage detailed BOMs for complex engineering projects.
  • Track and version BOM changes to ensure accurate documentation.
  • Automatically calculate costs based on BOMs.
• Planning and Scheduling:
  
  • Generate project timelines and schedules.
  • Allocate resources and assign tasks to team members.
  • Monitor project progress in real-time and adjust schedules as needed.
• File Attachments:
  
  • Attach and store project-related documents, drawings, and files.
  • Ensure easy access to important reference materials for all team members.
  • Facilitate collaboration and document sharing.
• Timekeeping on Engineering Operations:
  
  • Track and record hours spent on specific engineering tasks.
  • Monitor labor costs and project budget compliance.
  • Generate reports for project costing and resource allocation.
• Materials Required Planning:
  
  • Forecast material needs based on project requirements.
  • Maintain optimal inventory levels to prevent shortages or overstock.
  • Automate reorder points and procurement processes.
• Resource Loads:
  
  • Allocate personnel, equipment, and facilities efficiently.
  • Balance workloads to prevent resource bottlenecks.
  • Optimize resource utilization to maximize productivity.
• Collaboration and Communication:
  
  • Facilitate communication and collaboration among engineering teams.
  • Share project updates, notes, and milestones.
  • Ensure all team members have access to the latest project information.
• Cost Estimation and Budgeting:
  
  • Estimate project costs accurately based on resource allocation and materials.
  • Create and manage project budgets.
  • Monitor expenses in real-time to avoid cost overruns.
• Document Version Control:
  
  • Implement version control for engineering documents.
  • Track changes, revisions, and approvals.
  • Maintain a history of document modifications for traceability.
• Risk Management:
  
  • Identify and assess project risks.
  • Develop risk mitigation strategies and contingency plans.
  • Monitor and report on risk status throughout the project lifecycle.
• Reporting and Analytics:
  
  • Generate reports on project progress, resource utilization, and cost performance.
  • Analyze data to make informed decisions and optimize processes.
  • Ensure compliance with industry standards and regulations.

• Materials Required Planning (MRP):
  
  • Automate the calculation of material requirements based on production schedules, sales orders, and inventory levels.
  • Generate purchase requisitions or purchase orders to meet material demand.
• Sales Order Requirements:
  
  • Integrate with the sales module to capture and analyze customer orders and demand forecasts.
  • Automatically convert sales order requirements into purchase orders or requisitions.
• Inventory Levels:
  
  • Monitor real-time inventory levels and locations.
  • Set reorder points and safety stock thresholds to optimize stock levels.
  • Receive alerts for low-stock or overstock situations.
• Ship to Addresses:
  
  • Maintain a database of shipping addresses for various vendors and locations.
  • Assign the appropriate shipping address when creating purchase orders.
• Direct Email Integration:
  
  • Send purchase orders, requests for quotes, and other communications directly from the ERP system.
  • Streamline vendor communication and documentation exchange.
• Multi-Currency Support:
  
  • Handle transactions involving different currencies to support international procurement.
  • Automatically calculate and record exchange rates for accurate financial reporting.
• Miscellaneous Charges:
  
  • Account for additional charges related to purchases, such as shipping fees, taxes, and handling costs.
  • Allocate miscellaneous charges to specific purchase orders or vendors.
• Vendor History:
  
  • Maintain a comprehensive history of interactions and transactions with vendors.
  • Access historical data, such as pricing, delivery times, and quality performance.
  • Utilize historical information for vendor evaluation and selection.
• Approval Workflows:
  
  • Establish customizable approval workflows for purchase orders to ensure compliance with organizational policies.
  • Route purchase orders for review and approval by authorized personnel.
• Reporting and Analytics:
  
  • Generate a variety of reports and dashboards to analyze purchasing data.
  • Monitor spending, track vendor performance, and assess procurement efficiency.
  • Make data-driven decisions to optimize purchasing processes.
• Integration with Accounting Systems:
  
  • Seamlessly integrate with the accounting module within the ERP for accurate financial tracking.
  • Automatically record purchase transactions in the general ledger.
  • Streamline accounts payable processes and cost allocation.
• Compliance and Audit Trails:
  
  • Enforce compliance with regulatory and internal procurement policies.
  • Maintain comprehensive audit trails of all purchasing-related activities for transparency and accountability.

• In-Process Inspection Notifications:
  
  • Generate real-time notifications for in-process quality inspections during manufacturing.
  • Ensure that quality checks are performed at key production stages to identify and rectify defects promptly.
• Final Inspection Before Entering Stock:
  
  • Schedule and automate final product inspections before items are placed in stock or shipped.
  • Ensure that only products meeting quality standards are made available for sale or distribution.
• Scheduled Tasks and Maintenance Records on Equipment:
  
  • Create maintenance schedules for equipment and machinery used in manufacturing.
  • Record and track equipment maintenance and repair activities.
  • Prevent downtime and ensure equipment reliability through scheduled maintenance.
• Calibration Notifications:
  
  • Set up calibration schedules for measuring and testing equipment.
  • Receive notifications when calibration is due to maintain measurement accuracy.
  • Ensure compliance with quality standards and regulations.
• ISO Trail for Audits:
  
  • Maintain a comprehensive trail of quality-related data and processes for ISO compliance and audits.
  • Easily access historical records to demonstrate adherence to ISO standards.
  • Prepare for and undergo ISO audits with confidence.
• Non-Conformance Management:
  
  • Capture and document non-conformances, defects, and deviations.
  • Initiate corrective and preventive actions (CAPAs) to address non-conformances.
  • Track the resolution of issues to prevent recurrence.
• Supplier Quality Management:
  
  • Assess and monitor the quality performance of suppliers.
  • Collect and analyze supplier quality data to make informed sourcing decisions.
  • Collaborate with suppliers to address quality issues and improve supply chain quality.
• Statistical Process Control (SPC):
  
  • Implement SPC tools and charts for real-time quality monitoring.
  • Analyze process data to identify trends, variations, and potential quality problems.
  • Make data-driven decisions for process improvement.
• Document Management:
  
  • Manage quality-related documents, such as quality manuals, procedures, and specifications.
  • Ensure that the latest versions of documents are accessible to relevant personnel.
  • Facilitate document retrieval during audits and inspections.
• Training and Certification Tracking:
  
  • Track employee training and certification requirements related to quality.
  • Schedule training sessions and monitor training completion.
  • Ensure that personnel are qualified to perform quality-related tasks.
• Audit Trail and Reporting:
  
  • Maintain an audit trail of all quality control activities and changes.
  • Generate comprehensive reports on quality metrics, inspection results, and compliance.
  • Facilitate data-driven decision-making and continuous improvement.

• Real-Time Shipping Notifications (Advanced Shipping Notification - ASN):
  
  • Enable suppliers to provide advanced shipping notifications.
  • Receive real-time updates on expected shipments, including item details, quantities, and delivery dates.
  • Improve inventory management and prepare for incoming stock.
• Handling Late Purchase Order (PO) Items:
  
  • Identify and flag late or overdue items on purchase orders.
  • Automate notifications to procurement or suppliers for follow-up.
  • Minimize supply chain disruptions by addressing late deliveries proactively.
• Managing Partial Orders Awaiting Shipment:
  
  • Track and manage partial orders that are pending completion or consolidation.
  • Ensure that orders are shipped in full, or communicate partial shipments to customers when necessary.
  • Maintain transparency with customers regarding order status.
• Inventory Management:
  
  • Maintain real-time visibility into inventory levels.
  • Track stock movements, including receipts, transfers, and shipments.
  • Implement inventory controls to prevent stockouts and overstock situations.
• Order Picking and Packing:
  
  • Streamline the order fulfillment process with automated picking and packing workflows.
  • Optimize picking routes and packing methods to minimize errors and enhance efficiency.
• Carrier Integration and Shipping Labels:
  
  • Integrate with shipping carriers to calculate shipping costs and generate shipping labels.
  • Automate shipping label creation, reducing manual data entry and errors.
  • Select the most cost-effective shipping options based on carrier rates.
• Returns Management:
  
  • Handle customer returns efficiently by initiating return authorizations.
  • Process returned items, assess their condition, and manage refunds or replacements.
  • Maintain accurate records of returned goods for quality control and analysis.
• Quality Inspection upon Receipt:
  
  • Conduct quality inspections on incoming goods to ensure they meet quality standards.
  • Record and document inspection results, including any discrepancies or non-conformances.
  • Initiate corrective actions when necessary.

• Assigned Work:
  
  • Assign specific tasks, jobs, or work orders to shop floor personnel.
  • Provide detailed instructions, deadlines, and priorities for assigned work.
• Planned Work:
  
  • Display planned work orders and schedules for shop floor operations.
  • Ensure that employees have visibility into upcoming tasks and workload.
• Future Work:
  
  • View future work orders and anticipated production tasks.
  • Plan for resource allocation and materials to meet future demand.
• Maintaining a Detailed Timecard:
  
  • Enable employees to record time spent on tasks with precision.
  • Capture start and end times, breaks, and notes for each work activity.
• Adding Time to Work Unrelated to Work Orders:
  
  • Allow employees to log time for non-work-order-related activities, such as meetings, training, or maintenance.
  • Maintain a comprehensive record of all time spent on various tasks.
• Editing Entries:
  
  • Offer the flexibility to edit time entries for accuracy and corrections.
  • Ensure that employees can make adjustments when necessary.
• Showing Work in Process:
  
  • Display real-time status and progress of work in process on the shop floor.
  • Track the completion of tasks and orders as they move through different stages.
• Time-In/Time-Out:
  
  • Implement time-in/time-out functionality for shop floor employees to clock in and out.
  • Record attendance and track labor hours accurately.
• Labor Allocation and Resource Management:
  
  • Allocate labor resources effectively to balance workloads and meet production targets.
  • Ensure that the right skills are matched with the right tasks.
• Machine and Equipment Tracking:
  
  • Monitor machine and equipment usage and availability.
  • Schedule maintenance or downtime for equipment as needed.
• Material Consumption Tracking:
  
  • Record material consumption and usage during production.
  • Update inventory levels in real-time based on materials used.
• Reporting and Analytics:
  
  • Generate reports on shop floor activities, labor hours, and productivity.
  • Analyze data to identify bottlenecks, inefficiencies, and areas for improvement.
  • Facilitate decision-making for process optimization and resource allocation.
• Integration with Inventory and Production Planning:
  
  • Seamlessly integrate with inventory and production planning modules to ensure alignment between shop floor activities and materials availability.