Infor SyteLine Printing Industry User Guide

Infor SyteLine Printing Industry User

Guide

Release 9.01.x

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Publication Information

Release: Infor SyteLine 9.01.x

Publication Date: November 11, 2020

Document code: csbi_9.01.x_print_ind_pack_user_op_sl_en-us

Contents

Contacting Infor..................................................................................................................................4

About the Printing Industry Pack......................................................................................................5

Generating Unposted Job Transactions for Batched Productions................................................6

Preparing Printing and Packaging Quotations................................................................................7

Print Industry Data Setup...................................................................................................................8

Processing Job Material Transactions for Batched Productions...................................................9

Setting Up Operation Types and Codes.........................................................................................11

Specifying Operation Type Code Times.........................................................................................12

Specifying Operation Type Code Materials....................................................................................13

Setting Up Operation Type Formulas..............................................................................................14

Formula Types Used in Printing Industry Operations...................................................................15

Modifying an Existing Operation Type Formula............................................................................16

Working With Quote Templates.......................................................................................................17

Creating a Printing Quote From an Estimate.................................................................................18

Infor SyteLine Printing Industry User Guide | 3

Contents

Contacting Infor

If you have questions about Infor products, go to Infor Concierge at https://concierge.infor.com/ and

create a support incident.

The latest documentation is available from docs.infor.com or from the Infor Support Portal. To access

documentation on the Infor Support Portal, select Search > Browse Documentation. We recommend

that you check this portal periodically for updated documentation.

If you have comments about Infor documentation, contact documentation@infor.com.

Infor SyteLine Printing Industry User Guide | 4

Contacting Infor

About the Printing Industry Pack

The Printing Industry Pack allows you to estimate the price of a print job based on a variety of factors,

such as weight of the paper, dimensions, number of sections, etc. All relevant factors can be accounted

for when using the Printing Estimating Workbench form to build a routing and bill of material for an

estimate print job.

New printing estimates can be created, existing quotes can be copied, or templates can be used to

produce a print quote price for your customer. If they approve the quoted price, you can create an

estimate print job with operations and materials based on the factors specified on the Printing

Estimating Workbench form. You can create custom formulas which allow you calculate factors such

as paper consumption, material usage, and operation setup and run times. You can tailor the estimate

job as needed for each customer, then, when the estimate job is ready, you can copy it to a job where

it is scheduled for production.

In order to view and use the forms in the Printing Industry Pack, you must purchase and enable the

PP Ind Pack license.

The Printing Industry Pack includes these features:

• You can create templates that can be reused with some variations for many different print quotes.

• You can create formulas for common printing tasks.

• You can use the Printing Estimate Workbench to select a template, specify your cost/price

requirements, and use formulas to calculate an print quote price. You can also copy the structure

and information of a similar, existing quote into the Workbench to create your new quote.

• After you create an estimate job for the quotation, you can display the cost roll-up using the formula

calculations. You can then compare this price to the original print quote estimate.

• You can analyze material usage and estimate the quantity of materials used for printing, such as

ink and oil, based on the Print Quote Price calculations.

• You can quickly calculate the paper consumed by operations on a printing estimate job.

• You can determine operation setup time and run time for your resources, based on the Print Quote

requirements. These values are used on the Estimate Job Operations form.

• You can process batch productions by creating job material transactions, as well as generate

unposted job transactions.

Infor SyteLine Printing Industry User Guide | 5

About the Printing Industry Pack

Generating Unposted Job Transactions for Batched

Productions

1 Open the Generate Unposted Job Transactions for Batch Productions form.

2 Specify a Batch ID and Transaction Type.

3 Accept the default Date or modify it.

4 Specify the transaction details in the enabled fields.

Note: If the Use Sheet Qty field is selected, specify quantities based on the sheet quantity from

the Batched Production Operations form. If the Use Sheet Qty is not selected, specify quantities

based on the job quantity.

5 Click Generate to create new unposted job transactions. Quantity and time values are split between

the original job operations based on the their proportion of the batch quantity. See the table below

for more details.

6 Review a summary of the transactions on the Unposted Job Transactions Listing tab, or open

the Unposted Job Transactions form to review the details.

7 Post the transactions on the form.

This table shows an example of transaction information that you might specify on this form:

DetailsJob Operation 101Job Operation 100Machine or Labor

Hour Values

1010Length

31Width

24Up Number

(Length * Width) / Up

Number

6040Adjusted Operation Qty

Sum of all Adjusted

Operation Qty

100100Total Transactions

Adjusted Operation Qty

/ Total Transactions

60%40%Portion of Batched

Transactions

Infor SyteLine Printing Industry User Guide | 6

Generating Unposted Job Transactions for Batched Productions

Preparing Printing and Packaging Quotations

1 Before you can begin creating quotes for printing and packaging estimates, you must create the

initial data. Click each step for more detail.

a Configure Printing Industry Pack parameters on page 8.

b Specify operation types and codes on page 11.

c Create operation type formulas on page 14.

d (optional) Specify operation type code times and materials on page 12.

e (optional) Create quote templates on page 17.

2 After the data has been prepared, you can create quotes.

a Create an estimate.

b Create a printing quote for the estimate on page 18.

Infor SyteLine Printing Industry User Guide | 7

Preparing Printing and Packaging Quotations

Print Industry Data Setup

1 Open the Printing Industry Parameters form.

2 Specify the default values for the number of manual holding steps and the number of sides to print.

3 On the Standard UMs tab, specify the unit of measures to be used for bulk mass, ream mass,

linear dimension, area, and density.

4 On the Operation Rating Access tab, select up to 20 different operation ratings. For each rating

selected, specify a caption.

5 On the Operation Rating Values tab, specify a value for each operation rating selected on the

Operation Rating Access tab.

6 Save the record and exit the form.

Infor SyteLine Printing Industry User Guide | 8

Print Industry Data Setup

Processing Job Material Transactions for Batched

Productions

When you process job material transactions in the Printing Industry Pack, be aware of these situations:

• To reverse a transaction, enter another transaction that reverses the first.

• If the Warehouse, Location, or Lot fields change, the grid on the Pieces tab automatically refreshes

to retrieve the corresponding records.

• When you work with by-product items, specify a negative quantity to move the item back into

inventory. You cannot add an item as a by-product item if it does not exist in a job bill of material.

By-product items cannot be cross referenced.

• For unposted job material transactions, see Generating Unposted Job Transactions for Batched

Productions on page 6.

To process job material transactions:

1 Open the Job Material Transactions for Batched Productions form.

2 Specify a Batch ID. This causes the grid to display all materials associated with the batch.

3 Specify a transaction date and time, or accept the default, which corresponds to the date and time

the form was opened.

4 Use the Select All andDeselect All buttons, or the box next to each material, to specify the materials

to process.

5 Specify the Quantity, Unit of Measure, and Location for each selected material.

6 Click Process to immediately post the selected materials to their jobs on the shop floor, reduce

the item quantity on hand, and increase quantity and costs issued to the batch ID. Batch quantities

are split between the original job orders based on the their proportion of the batch quantity.

For example, you might specify this transaction information:

DetailsJob 002Job 001Property

50100Job Qty

42Up Number

5%2%Scrap Factor

(Job Qty * Up Number)

/ (1-Scrap Factor)

$210.52$204.08Adjusted Job Qty

Sum of all Adjusted

Job Qty

$414.60$414.60Batch Qty

Infor SyteLine Printing Industry User Guide | 9

Processing Job Material Transactions for Batched Productions

DetailsJob 002Job 001Property

Adjusted Job Qty /

Batch Qty

51%49%Portion of Batched

Production

Infor SyteLine Printing Industry User Guide | 10

Processing Job Material Transactions for Batched Productions

Setting Up Operation Types and Codes

Operation types describe shop floor tasks used with the printing industry. All types are user-defined,

and may include activities such as printing, binding, coating, laminating, window patching, sheeting,

packing, gluing, die cutting, stamping, or embossing.

To set up types and codes:

1 Open the Operation Types form.

2 Specify a type code and description.

3 On the Constants tab, specify default constants for the selected type.

4 On the Setup Finish and Run Time, Ratings, Costs, and Other tabs, enable, and specify a

caption for as many attributes as needed (from four to twenty possible fields, depending on the

tab). The specifications made here determine what displays on the Operation Type Codes and

Estimate Operations forms.

5 Each operation type has a code which describes specific examples of types, and defines factors

and formulas used to calculate print quote price. To set up these codes:

a On the Operation Types form, specify a type and click Codes to open the Operation Type

Codes form.

b Specify a code, description, and work center for the selected type.

c On the Estimate Workbench tab, enable the attributes that are relevant to the current type

code. When Price Quotation is specified as the Quote Method, the specifications made

here help determine which fields are enabled on the Printing Estimate Workbench form.

d On the Setup Finish and Run Time, Ratings, Costs, and Other tabs, specify values for all

fields that you enabled on the Operation Types form.

e Save the record and close the form.

Infor SyteLine Printing Industry User Guide | 11

Setting Up Operation Types and Codes

Specifying Operation Type Code Times

Although operation type code times are optional, it is recommended that you use them.

To specify times for all items associated with the selected type code:

1 On the Operation Type Codes form, select a type code and click Times.

2 On the Setup and Finish tab, specify amounts for fixed and variable hours, or by using variable

hours per original color or special color.

3 On the Run and Scrap tab, specify the basis for determining the duration of machine and labor

hours for an operation. The run basis is defined using either hours per piece or pieces per hour

for machine and labor schedule drivers. Fixed and variable material scrap factors may be specified

to determine scrap factor values at the job material level.

4 Save the record.

5 Optionally, to specify alternate values for a specific set of records:

a Create a new record.

b On Setup and Finish and Run and Scrap tabs, specify the alternate values.

c Use the Optional Matching Criteria fields to specify when to use the alternate values. For

example, specify an item to use the alternate values for operations that involve only the selected

item. Specify a Tier Sheet Count amount to use the alternate values for operations whose

sheet count equals, or exceeds, the Tier Sheet Count amount.

Note: In the event that several alternate sets of values use the same tier field (for example, Tier

Sheet Count), the system uses the set of values whose tier amount is closest to, without going

over, the actual operation amount.

6 Save the record and close the form.

Infor SyteLine Printing Industry User Guide | 12

Specifying Operation Type Code Times

Specifying Operation Type Code Materials

Although operation type code materials are optional, it is recommended that you use them.

To specify materials for all items associated with the selected type code:

1 On the Operation Type Codes form, select a type code and click Materials.

2 Select an item to associate with the selected type code. You can select both inventory and

non-inventory items.

3 In the Std Consumption Rate field, specify the standard rate of consumption for the selected

material when used with the selected type code.

4 In the Number of Dimensions field, specify the number of dimensions required when calculating

the quantity of material used.

5 Select the Divide by Up field to divide the Material Usage quantity by the Up value, which is

defined on the Estimate Job Orders and Estimate Operations forms. Clear this field to ignore

the Up value when determining the Material Usage quantity.

6 Select the Use for Matching Criteria field to cause the system to consider the selected item when

matching type code times. Clear this field to ignore the selected item when matching type code

times.

7 Save the record and close the form.

Infor SyteLine Printing Industry User Guide | 13

Specifying Operation Type Code Materials

Setting Up Operation Type Formulas

When preparing quotes for printing and packaging jobs, you can create formulas for each combination

of Operation Type and Formula Type on the Operation Type Formula Workbench.

To create a new formula:

1 Open the Operation Type Formula Workbench form.

2 Ensure that a formula does not already exist for the desired Operation Type and Formula Type

combination.

If a formula already exists, see Modifying an Existing Operation Type Formula on page 16.

3 Create a new record and specify the Operation Type and Formula Type.

For information about each type of formula, see Formula Types Used in Printing Industry Operations

on page 15.

4 Save the record. If a formula already exists for the selected operation and formula types, an error

displays and the record is not saved. The buttons on this form are not enabled until the record is

saved.

5 Click Pending Formula Definition to open the Pending Formula Definition form, where you

define the formula.

6 For each sequence in the formula, specify a Formula Term Group and Formula Term.

7 Click OK to return to the Operation Type Formula form. The formula you created now displays

in the Pending Formula field.

Note: The pending formula is a hypothetical formula. Only the committed formula is used to

calculate quotations.

8 If you are satisfied with the formula, and want to begin using it to calculate quotations, click Commit

to copy the pending formula to the Committed Formula field.

Infor SyteLine Printing Industry User Guide | 14

Setting Up Operation Type Formulas

Formula Types Used in Printing Industry Operations

There are six formula types that can be created or maintained on this form. Each type has several term

groups associated with it.

Formula Term GroupsDescriptionFormu-

Type

Operators, Parameters, Operation Types,

Operation Type Codes, Quote Headers,

Quote Lines

This formula type determines the price at

the quote line level that shall be used to roll

up the print quote price on the estimate line.

Price

Quota-

tion

Operators, Parameters, Operation Types,

Operation Type Codes, Jobs, Job Routes

This formula type determines the operation

price at the job operation level that shall be

used to roll up the print quote price for each

job header that, in turn, is used to assign the

value for print quote price on the estimate

line.

BOM

Pricing

Operators, Parameters, Operation Types,

Operation Type Codes, Jobs, Job Routes

This formula type determines the paper

consumption quantity at the job operation

level that shall be used to roll up the paper

consumption quantity for each job header.

Paper

Con-

sump-

tion

Operators, Parameters, Operation Types,

Operation Type Codes, Jobs, Job Routes

This formula type determines the set up

hours for the job operation.

Setup

Time

Operators, Parameters, Operation Types,

Operation Type Codes, Jobs, Job Routes

This formula type determines the finish hours

for the job operation.

Finish

Time

Operators, Parameters, Operation Types,

Operation Type Codes, Jobs, Job Routes

This formula type determines the pieces per

hour for the job.

Run

Pieces

Infor SyteLine Printing Industry User Guide | 15

Formula Types Used in Printing Industry Operations

Modifying an Existing Operation Type Formula

While you cannot modify a committed formula, you can copy the formula into the Pending Formula

field, then modify that formula.

1 Open the Operation Type Formula Workbench form.

2 Select a new record that already has a committed formula.

3 Click Retrieve Committed to copy the contents of the Committed Formula field to the Pending

Formula field.

Note: The pending formula is a hypothetical formula. Only the committed formula is used to calculate

quotations.

4 Click Pending Formula Definition to open the Pending Formula Definition form.

5 Modify the formula sequences, in the formula, specify a Formula Term Group and Formula Term.

6 Click OK to return to the Operation Type Formula form. The formula you modified now displays

in the Pending Formula field.

7 If you are satisfied with the formula, and want to begin using it to calculate quotations, click Commit

to copy the pending formula to the Committed Formula field.

Infor SyteLine Printing Industry User Guide | 16

Modifying an Existing Operation Type Formula

Working With Quote Templates

Quote templates are not required, but allow for the definition of data for common printing industry jobs,

which are used on the Printing Estimate Workbench form.

To set up quote templates, sections, and operations:

1 Open the Quote Templates form.

2 Create a new record.

3 Specify an identifier and a description for the new quote template.

4 Specify the minimum sheet count required to use this template.

5 Save the record.

6 Click Sections to open the Quote Template Sections form.

7 Add a section to the quote template.

8 Specify the section number and description.

9 Specify an item and quantity.

10 Add additional sections as needed.

11 Click Operations to open the Quote Template Operations form.

12 On the General tab, specify the Operation, Operation Type, and Operation Type Code.

13 On the Paper, Color, and Operation Data tabs, specify additional information as needed.

14 Repeat steps 12 and 13 for each section in the template.

15 Save the record and close the form.

Infor SyteLine Printing Industry User Guide | 17

Working With Quote Templates

Creating a Printing Quote From an Estimate

To create a printing quote from an estimate:

1 Open the Printing Estimate Workbench.

2 Specify an estimate number and line. If a quote already exists for the estimate line, then the Quote

Method, Quote Type, and Source fields, as well as the Process button, are disabled. In this case,

skip to step 6.

3 Specify the Quote Method. If you specify Price Quotation, the workbench generates a quote

that determines the price on the estimate line. If you specify BOM Pricing, the workbench

generates an Estimate Job Order record.

4 If the estimate status is Working, specify a Quote Type. Choose from New Quote, Existing

Quote, or Quote Template. If you specify Quote Template or Existing Quote, use the

Source field to specify the template or existing quote. If you specify New Quote, the Source field

remains disabled.

5 Click Process.

6 In the Sections and Operations sections, add sections and operations, or modify existing records,

as needed.

7 Save the form to update the Print Quote Price and Cost Roll fields.

8 Close the form.

9 Open the Estimate Lines form.

10 Specify the appropriate record and view the Printing tab.

11 Specify the fields that the Printing Estimate Workbench did not.

12 Save the record and close the form.

Information entered before saving the quote displays on the Estimate Lines and Estimate Job

Orders forms, where you can update them as needed.

Infor SyteLine Printing Industry User Guide | 18

Creating a Printing Quote From an Estimate