Setting Business Parameters
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In this class we deal with the Merlin MRP Factory 9 Administration Settings.
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The first time you run Merlin, it will invite you to enter your company details and set your Business Parameters. If you accepted this, please proceed to Step 2.
Otherwise, identify the Administration tab at the top right of the Merlin MRP Factory 9 Home Screen, and click it.
In the centre of the Administration screen you will see SET PARAMETERS and Business Rules. Click this, and proceed to Step 2.
You will now see this screen. Click the EDIT RECORD button and enter your Company information as required. You will not be able to enter your Company Name whilst you are using the free version of Merlin MRP Factory 9.
As with all Record Cards in Merlin, the fields that require or can accept data (as appropriate in each case) will be highlighted. Any fields that contain system generated data are greyed-out and cannot be edited. So, type in your data as required, field by field, hitting the TAB key or the ENTER key in each case to move on to the next field. This ensures that no entry candidate is missed, and that the information entered is processed by the system as you go. It is not good practice to mouse your way from field to field.
When you have finished entering your business details, locate the Business Rules tab at the top of the screen, click it, and proceed to Step 3.
You will now see this screen. Using the drop-down boxes in the top row, set your Currency (£ UK is the default) and Date Style (1: British is the default).
In the next panel down, set any alphabet prefix you would like added by the system at the beginning of your Job Numbers, and tick the box as appropriate to say whether you will be using pre-printed forms (e.g. letterhead) for any forms printed by Merlin for submission to third parties (e.g. purchase orders, invoices, rejection notes, despatch notes), or for plain paper, in which case Merlin will print your company details for you. Then enter a value for the Next Purchase Order No. you would like used, and likewise for the Next Job No. if either or neither of these should start at 01.
In the fourth panel down, enter the number of working hours your plant has for each working day. Leave the number at zero for any days the plant is not working. This relates only to the manufacturing shop floor, and enables Merlin to calculate production schedules on each of the production tracks or lines you operate.
When you have finished entering your business details, locate the Business Rules tab at the top of the screen, click it, and proceed to Step 4.
You will now see this screen. In the top panel, enter a markup value, if required, to the cost of producing your subassemblies. This is so that when Merlin calculates the Costing for the top-level job, you can add a profit margin to the cost of the manufacture of the subassembly. If you want subassemblies included at cost, with no profit margin, then set the value to zero.
In the next panel, ser your current VAT or Sales Tax percentage value. If more than one value is in use, including zero, you can set separate values for these.
When you have finished this tab, you are done! If you are happy, click the SAVE button, which will have appeared next to the REVERT button, and indeed, if you are not happy and want to start again, click the REVERT button itself. If you have saved the record and realised you have made a mistake, or, at a future date, some of the information changes, the simply click the EDIT button, visit whichever tabs you need to correct or revise the entries, and the click SAVE.
You will notice that on this screen the add a NEW RECORD button is inactive. The is because the Business Parameters file may contain only this single record card.
Any Questions? Please contact us on the HelpDesk.
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