User's Guide Materials Control: Micros-Fidelio GMBH Europadamm 2-6 D - 41460 Neuss Date: March 1st 2003
User's Guide Materials Control: Micros-Fidelio GMBH Europadamm 2-6 D - 41460 Neuss Date: March 1st 2003
User's Guide Materials Control: Micros-Fidelio GMBH Europadamm 2-6 D - 41460 Neuss Date: March 1st 2003
Chapter I
Materials Control
Introduction
Copyright by:
MICROS-FIDELIO GmbH
Europadamm 2-6
D - 41460 Neuss
Date: March 1st 2003
Page 1 of 18
Europe, Africa & Middle East
Declarations
WARRANTIES
Although the best efforts are made to ensure that the information in this manual is complete and
correct, MICROS-Fidelio GmbH. makes no warranty of any kind with regard to this material, including
but not limited to the implied warranties of marketability and fitness for a particular purpose.
Information in this manual is subject to change without notice. No part of this manual may be
reproduced or transmitted in any form or by any means, electronic or mechanical, including
photocopying, recording, or information recording and retrieval systems, for any purpose other than for
personal use, without the express written permission of MICROS-Fidelio GmbH.
MICROS-Fidelio GmbH. shall not be liable for errors contained herein or for incidental or
consequential damages in connection with the furnishing, performance, or use of this manual.
TRADEMARKS
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PREFACE:
This guide has been created to help users and administrators familiarize themselves with MICROS-
FIDELIO Materials Control.
♦ Introduction
♦ System
♦ Master Data
♦ Purchasing
♦ Stock Management
♦ Production
♦ Results & Reports
Due to the great flexibility of our software, it is not possible to write a manual that applies to each and
every installation. Training and consultation during the installation is very important.
This guide in no way replaces a thorough on-site training. It is meant to be a reference guide and can
help you familiarize yourself with the details of this program.
At the beginning of this manual, there is a table of contents. Use the table of contents to extract
specific information and customize the document for each employee.
We appreciate any suggestions, comments or criticisms you have about this manual. Below is the
address of our headquarters:
MICROS-FIDELIO GmbH
MC Product Management
Europadamm 2-6
41460 – Neuss
Germany
Tel.: +49 (0) 2131 137 0
Fax.: +49 (0) 2131 137 777
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ITABLE OF CONTENTS
Chapter I Introduction
Guide Structure 6
Important Terms for Beginner 7
Menu-bar 8
Fields 10
Buttons and Boxes 14
Starting the Program 16
Chapter II System
Change Password 2
Set Language 3
Users 6
Rights Tab 9
Overview Tab 11
Departments 12
Rights Tab 14
Overview Tab 15
Configurations 17
Merging Suppliers 20
Merging Articles 23
Document Numbers 26
Updating the Database 28
Scheduler 33
Backing up Data 36
Chapter IV Purchase
Purchase 2
Purchase Orders 2
Purchase Order Overview 9
Purchase Order Options 12
Requesting Quotations 14
Opening Purchase Orders 15
Price Quotes 18
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Chapter IV (continued)
Receiving 25
Receiving Without Purchase Order 25
Receiving With Purchase Order 27
Using the Wizard 31
Receiving HACCP in Batch Processing Stores 33
Editing a Delivery Note 35
Assortment Mode 41
Accruals 42
Invoice Control 44
B/O-Interface 53
Purchase Analysis 53
Article Purchase Prices 53
Purchase Statistics per Article 55
Purchase Statistics per Supplier 57
Purchase/Receiving Deviation per Supplier 59
ABC Analysis 61
Chapter V Store
Issue Requests 2
Manage Store 13
Transfers 18
Storage Locations 30
Manage Batch Processing Store 32
Stock on Hand Control 33
Stock Movement Information 36
Article History 38
Usages 41
Inventory 44
Metaframe 44
Stock Taking Lists 49
Control Actions 53
Entering Inventory 58
Posting and Evaluating Inventory 65
Chapter VI Production
Recipes 2
Print Recipes 14
Recipe Groups 17
Search Recipe Components 20
Products 22
Print Products 30
Product Groups 32
Sales 35
Product Assortments 37
Sales Analysis 39
Sales Overview 39
Sales Article Statistics 41
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INTRODUCTION:
Familiarize yourself with the technical terms that are used in this guide. The graphics represent
specific functions. Some of the symbols are standard Microsoft Windows symbols.
Structure your work systematically from the beginning.
Before you start working with the system, you should understand the links how individual programs are
linked to each other.
Don’t let new terms confuse you, you will get used to them quickly.
Work through the examples in this guide step by step.
GUIDE STRUCTURE
To keep this guide as concise as possible, different font types are used along with additional symbols.
Description
An overview that tells you the basic functions of the module and its relation to
other modules.
Example
Examples of the most important information will help you remember what you
have just learned and show you how it is used in everyday situations.
Important
Special and important notes are marked with this symbol.
Caution
This symbol indicates that care should be exercised when configuring a feature
or performing an action.
Notes
Notes gathered from users’ experience to help you with the program.
FAQ
Questions that users frequently ask us.
Note
This document was created using a version 6.36 database and applies to a version 8.0.02 program.
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If you are still new to working with Microsoft Windows, you may see some terms that seem initially
seem confusing to you. You will get used to them quickly because they appear frequently in this
document. Nonetheless it is necessary to familiarize yourself with a few key terms. Let us explain
some of the most common terms.
SHORTCUT ICON
A shortcut icon is an icon that is linked to a program. While the actual program may be in one of many
folders in your computer, the shortcut can be placed on the computer’s desktop for quick access to the
program. You can tell a shortcut icon by the little arrow in its bottom left corner.
POINTER
The pointer is the arrow you see moving on the screen when you move your mouse. To select an item
in a list, for example, move the pointer to it and press the left mouse button. Pressing the left mouse
button is referred to as clicking.
DOUBLE-CLICKING
To double-click press the left mouse button twice in quick succession. Double-clicking on a shortcut
icon will open the program that this icon is a shortcut to.
CURSOR
The Cursor is a blinking vertical bar that indicates your position on the screen.
Change the position of the cursor by moving the mouse to it and then clicking the right mouse button.
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BARS
Title Bar
The title bar is a bar at the top of most windows and displays the title of the window.
If you click on the icon in the left corner of the title bar, a menu bar displays. In this menu bar you can
change the size of the window or close it.
The buttons in the right corner of the title bar have the following functions:
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Menu Bar
The menu bar displays the names of all available menus and is located under the title bar. Each of
these menus contains functions.
For example, if you click on any menu bar in the Master Data forms, you will see the functions Cost
Centers/Stores, Taxes, Foreign Currency, etc. Functions trigger actions or call programs.
Instead of clicking on an item on the menu bar drop-down, you can press the Ctrl key in combination
with another key to trigger a function. The following are common keyboard shortcuts:
New
Ctrl+N
Creates a new record.
Save
Ctrl +S
Saves the entered data.
Save As
Ctrl +U
Saves the record under a different name.
Delete,
Ctrl +D
Deletes a record.
Open
Ctrl +O
Opens a record/form.
Print
Ctrl +P
Prints the currently displayed record.
Show Search Result
Ctrl +A
Switches to the Overview tab.
Clear Field
Ctrl +Del
Clears data in a field but not the entire record.
Copy
Ctrl +C
Data is copied and stored on the clipboard.
Paste
Ctrl +V
Copied data on the clipboard is pasted.
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Toolbar
The Materials Control toolbar displays shortcuts to MC program modules. Create shortcuts to the
modules you use most and store them in the Favorites toolbar. You can add shortcuts to the Favorites
toolbar by dragging the shortcut from its original toolbar into the Favorites toolbar with your mouse
pointer. Each time you log in, the Favorites toolbar will display by default.
The size of a shortcut can be adjusted by right-clicking on the shortcut’s heading.
Taskbar
The taskbar is generally at the bottom of the screen and shows all tasks that are currently running,
open programs, shortcuts, etc.
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FIELDS
To move from field to field, you can use the Tab key instead of the mouse.
Data Fields
Enter the text into a data field by clicking on it with the mouse pointer and then typing the text with your
keyboard. Data fields have a white background.
Option Field
Option fields have a light blue background. While text entry is required in data fields, the option fields
require selecting one of several options or items. An option field is an aid to assign one data record to
another record
Click inside the field and press the Enter key to display an options window or a list box.
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Red Fields
Fields that previously had a light blue or white background will display with a red background if a
required entry is missing.
If you try to save entries in a form that contains a red field, a message will display to remind you to
enter the missing information.
Blue fields are usually found in Master Data. Click on the field and press <Enter> to see a list box
containing a selection of records. The record you select will populate the field once you’ve clicked OK.
Information Fields
Information fields are read-only fields that display information relevant to the record displayed. These
fields call information from the system and cannot be edited.
Date Fields
Click on a Date field and press <F4> or click on the calendar icon to display a calendar.
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Example
Click on the light blue field and press the Enter key.
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Select an item by clicking on it. The item’s line will have a black background once it has been selected.
The item’s information is now displayed in the appropriate fields in the original window.
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BUTTONS
Most windows contain function buttons. These buttons have the same functions in each form
throughout the program.
Buttons trigger functions when you click on them with the mouse or press the Alt key along with an
underlined letter, for example Ctrl+S to save.
New
Inserts a new record.
Open
Opens a new record in the Overview tab.
Save
Saves the current entries.
Refresh
Updates the form to reflect the most recent entries.
Print
Prints the currently displayed information.
Print Preview
Displays a preview of what the printed information will look like.
Excel
Exports data into an Excel spreadsheet.
Delete
Deletes data.
Information
Displays detail information (date, creator, etc.).
Back
Returns to the previous record (in the Overview tab).
Forward
Skips to the next record.
Wizard
Displays a wizard to help you create records.
Quick Edit
Displays a window in which you can easily find records and insert new values
at the same time.
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OPTION BOX
In an option box you can select one of several options. Only one option can be selected. Select an
option by clicking on a radio button. The activated radio button will display a black dot in its middle
CHECKBOX
Checkboxes are similar to radio buttons, but several checkboxes may be selected. Select a checkbox
by clicking on it. A checkmark will display inside the checkbox .
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OR
Login
Use the Tab key to move to the Password field and enter your password.
If you don’t want to call the standard database, click on the Options button and select a database from
the Client drop-down list.
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