OnRamp Workflows

Like most programs, there is an order to using OnRamp that will decrease possible errors and the amount of time it takes to complete the setup. This is referred to as the workflow.

To ensure your staff are always using the most time efficient workflows when entering data or processing an item, you can setup workflows on Document Storage Retrieval Administration [S1128]. For more information on creating workflows, see Manage Document Storage.

With the workflows setup, users can select the workflow on the Workflow tab to get step-by-step navigation on how to complete the listed processes.

To help you get started in OnRamp ERPClosed Enterprise Resource Planning, or ERP, is a method to plan for what resources the enterprise will require to ensure customers are supplied. It has been become synonymous with the ERP software suite which is used to help you better manage your enterprise resources., here is an example of the most commonly used workflows:

  • the setup workflow is the order in which you should input your data

  • the production workflow is the order in which you should process your data

  • the financial workflow is the order in which you should process your financial data

Setup Workflow

For the setup workflow, the goal is to add data in a way that you don't have to return to previous screens to input missing field data.

When adding a customer, you may want to input their financing data. To do this, you must have added financial information first. By following the workflow, when you get to the customer financing tab, the correct values will be available for your selection.

Like most data systems, the more information you enter, the more complete your reports and dashboards will be. So be sure to try and fill out every used field on the respective screens:

  1. Add Inventory Locations

  2. Add Employees

  3. Add Financial Information

  4. Add Work Centers

  5. Add Customers

  6. Add Vendors

  7. Add Parts

  8. Add Vendor Parts

Add Inventory Locations

The first thing to add once OnRamp is installed and ready to use is your inventory locations. That is, the places in your shop where work gets done and parts get stored.

Add Employees

Add your employees, payroll, and employee schedules.

Add Financial Information

Add the financial information, such as GL Accounts.

Add Work Centers

Next, set up your work centers in OnRamp.

Add Customers

Add your customers along with any customer contacts.

Add Vendors

Set up your vendors and any vendor contacts.

Add Parts

Now, you can set up parts. Manufactured parts require a BOM and Routing Detail, while purchased parts require a vendor and a vendor part record.

Once your setup is complete, you will be ready to start using OnRamp in your day-to-day operations by following the Production Workflow.

Add Vendor Parts

The last thing to add is the vendors that supply your purchased parts, or vendor parts.

Note: There are other itemsClosed, such as Pricing, Quoting, Inspection Steps, Local Codes, Maintenance, Gages, and Inventory Locations, that will require your attention. However, the above six areas are the minimum required to set up so that you can start enjoying the benefits from implementing the OnRamp ERP.

Production Workflow

For the production workflow, the goal is to action the production items in the order in which work flows correctly through your company.

Before you build a part, you would receive a sales order from your client. Then, you run MRP to suggest work and purchase orders.

These are reviewed and released by your planner to the shop floor and vendors, which receive the orders. The orders are then processed, and the part built and shipped to your customer.

To ensure that your production flow runs smooth, please review the following steps:

  1. Receive the Customer Purchase Order

  2. Create Sales Order

  3. Run MRP

  4. Review Suggested Work/ Purchase Order

  5. Release Work/ Purchase Order

  6. Receive Work/ Purchase Order

  7. Ship Inventory

Receive Customer Purchase Order

Once your setup is complete, you are ready to enter your customer purchase orders on the Customer Purchase Order Manager [S1147] screen

Create Sales Order

Next, enter your sales orders on the Sales Orders by Customer Ship To [S1085] screen.

Run MRP

With your sales orders entered, run MRPClosed Material requirements planning (MRP) is a production planning, scheduling, and inventory control system used to manage manufacturing processes. to have OnRamp suggest purchase and work orders on the Review MRP Schedule by Part [S1214 screen.

Review Suggested Work/ Purchase Order

Once the MRP is finished, use Review MRP Schedule by Part [S1214] to view what parts are due for release and when.

Release Work/ Purchase Order

Release the purchase/ work orders. Work Orders go to the shop floor while purchase orders are sent to vendors.

Receive Work/ Purchase Order

Receive and inspect the work order and purchase orders that were released.

Note: Both work orders and purchase orders should be inspected for defects, with WO defects reworked or scrapped in-house and PO defects processed with the vendor.

Ship Inventory

Once the customer order is ready, ship the inventory.

With your inventory has been shipped, it will be time to run through the process of sending invoices, receiving cash or cheques, and depositing said received items into your bank accounts. For more information, see Accounts Receivable Workflow.