Shop Management Software Includes Accounting System

The company announces the 8. 0 releases of its Visual EstiTrack and Visual Books, which have been augmented in ISO, TS and QMS standards. Visual EstiTrack shop management software manages a shop's entire order lifecycle from job estimating to shipping, while Visual Books is an accounting system that includes A/R, A/P, banking, G/L and payroll modules.

The company announces the 8.0 releases of its Visual EstiTrack and Visual Books, which have been augmented in ISO, TS and QMS standards. Visual EstiTrack shop management software manages a shop's entire order lifecycle from job estimating to shipping, while Visual Books is an accounting system that includes A/R, A/P, banking, G/L and payroll modules.

These programs’ enhancements include a new group quote feature. This is said to allow for one or more individual part estimates, each containing one or more quantities. The group quote can also be used to automatically populate multiple line items on a sales order once an order is secured, the company says.

EstiTrack contains a new contract review feature to define client-specific contract requirements. The company says it also has a capacity-planning feature that depicts machine and manpower requirements by workcenter based on anticipated annual volumes.

The software is said to contain a redesigned master scheduling screen that depicts each workcenter in a column display with an adjustable time scale along the Y axis. Schedules can be viewed in a scrolling screen by hour, shift or day, while interactive objects depict workcenter capacity, load, scheduled operations, operational status and other details. The company says shop orders and operations can be moved and rescheduled within a workcenter or moved to other workcenters using drag-and-drop techniques. The scheduling screen also supports "what if" scheduling and allows multiple constraints for coordinating material and labor. Out of control operations are said to be quickly identifiable through color coding.

A new planning feature enables calculation of "customer promise dates" for new planned orders or job estimates based on part routing and available capacity. The company says the new screen is designed to adjust to large monitor displays so that the schedule can be viewed on a large, plasma-screen.

Also, the company says the software has a quality subsystem that now supports engineering change orders (ECOs) and document control. The ECO system is said to allow users to create new ECOs and route them for review and approval. ECOs are used to request an engineering change. Only approved change orders are visible to the engineering department on their task list. Document approvals are controlled through approval routings, and a user-defined departmental approval routing table controls each document type. When employees on the approval routing lists are requested to fulfill an assignment (review and sign off on an ECO), they are notified electronically through e-mail and open task lists.

All Visual EstiTrack and Visual books screens are said to have been enlarged and reorganized to support a minimum screen display for 800 × 600 pixels. The screens have been reorganized and simplified to take advantage of the large screen size and have also been designed for Windows XP themes.
Visual Books has been enhanced to fully handle currency exchange and multi-currency bank accounting, and profit or loss from currency exchange has been automated, says the company.