1. 1
MRP Report
Frequency: Daily (First Task)
 Material -> Material Planning -> Reports -> Order Action
 Ending Date: [two months from current date] -> Source: [P] -> Edit -> Print
Exceptions Report
Frequency: Daily (Second Task)
 Byrne -> Purchasing -> Byrne MRP Exceptions Report
 Detail of Summary: [S] -> Exception Priority Level: [99] -> Edit -> Print
This report takes about fifteen minutes to print. You will not be able to use SyteLine during this
time.
Job Mismatch
Frequency: Daily
 Open "Job Mismatch" email -> open the Excel file attached -> create a filter on the
"UnPostedTrans" column to only show the cell values of "no"
 Open Syteline ("Main Menu" window) -> Production ->Job Orders button, and then
"Job Orders" window will open
 Job: [Order Number from excel spreadsheet] -> the "Activities" button -> "Unposted
Job Activities" to open the "Unposted Job Transactions - Byr1" window
 Click "New" -> Trans Type: [change from "Run" to "Move" ->Job: [paste the same
job number into the section] -> tab -> Completed: [type the inverse number of the
value in the "Difference" column found in the spreadsheet] -> tab
 Repeat these steps until the entire list is complete. Make sure to mark the job numbers
that you have completed to ensure that you do not skip, or do the same job number
twice.
 Once the entire list is complete, find "Activities" on any of the three windows -> "Job
Transaction Posting -> insert your first and last initial ->tab/enter -> Ctrl+F2
Schupan Order and Inventory Sheet
Frequency: (Mondays and Thursdays)
 Material -> Material Planning -> Master Planning Display
(It is suggested to use the Excel spreadsheet for the remainder of this process. The
sheet has each part number as of 5/13/2015 in the same order as the hard document,
as well as the maximum suggested quantity. Column E will highlight the cell red if
the order needs to exceed the maximum suggested quantity. Always round that value
up.)
 Item: [Part #]
 Aggregate the two most recent dates in the demand column respective to the part
number -> if the cells, respective to the part number, become highlighted red, then
order the maximum quantity, plus the rounded up value of the highlighted cell

2. 2
 Repeat this process until all parts are accounted for
 Send an emailed copy of the hard document of the ordering sheet to yourself ->
forward the document to Kim Volenski (kvolenski@schupan.com) with the subject “
Schupan [current date, e.g. 7/9]
Batchcoat (Monday)
Frequency: Mondays
 Open the inventory sheet from batchcoat email-> copy columns C through AB
 Open mold painted parts -> open the "Data sheet from Batchcoat" spreadsheet ->
select cell A1 and right click and "Values" paste -> go to the spreadsheet "Molded
needs to mold" -> sort column B from largest to smallest -> copy the cells that do not
have "0" for a value along with the corresponding mold item
 Paste the cells in an email to Deb Gage and Mike Mass -> use subject Painted
molding needs -> save the molding painted parts excel sheet
 Save as change just the date
Batchcoat (Thursday)
Frequency: Thursdays
 Receive “[dated] Portal Spreadsheet”
 Log in to the vendor login on the byrne website
 Username: [Batchcoat@juno.com]; Password: [gold123]
 Select ‘Supplier Forecast”
 Export data it will be on the desktop
 CTRL+A -> “Insert” tab from the Excel ribbon -> “Tables” -> “Table”
 Sort by Item # and Sort item A-Z
Purchasing Inbox
Frequency: Daily
 Open Purchasing Inbox
 Open SyteLine -> Vendor -> Purchase Order Lines -> window will open
 In the purchasing inbox, if emails are confirmations of BES's PO, then search that PO
number and move the email to the folder that corresponds to the supplier's first letter
of their name.
 Common emails that are not confirmations:
 TE Connectivity’s “Enterprise Customer Service” emails
 In the purchasing inbox, if emails are left unconfirmed and a within one week old,
then ->
 First: Vendor -> Purchase Order Lines -> click the binocular icon -> search the
PO number -> check the "Status" box. If the section shows "Filled," then move
the email to the folder that corresponds to the supplier's first letter of their name
If that is unsuccessful in telling you that the order has been delivered or confirmed, then:
 Click the “General” tab -> the “Received” box should match the ordered value on
the PO

3. 3
If that is unsuccessful in telling you that the order has been delivered or confirmed, then:
 Check the receipt by List -> receipt
If that is unsuccessful in telling you that the order has been delivered or confirmed, then:
 Email a second request to update the supplier
Molding Paperwork
Frequency: Daily
Do not use the enter key at all during this process; use tab.
 Open SyteLine -> Production -> Activities -> Unposted Job Transactions
 New -> Trans Type: [Move] -> binoculars -> Job: [insert code on bottom of sheet] ->
Completed: [insert recorded aggregated good number] -> Scrapped: [insert recorded
aggregated bad number] -> Reason: [MD] -> Move Loc: [letter on the bottom of the
sheet] -> checkmark both bottom right boxes -> save
Purchase Orders
Normal Purchase Orders
 Open Syteline -> Vendor -> Purchase Orders -> opens "Purchase Orders - Byr1" window
 Click "New" -> PO: [insert the next proceeding PO number] -> Vendor: [click the binoculars
icon -> search the vendor code the buyers give you -> select the correct vendor] -> select the
"General" tab -> Buyer: ["mengr2, e.g."] -> "Save" -> (A window will appear saying that the
name does not exist. Click “Ok” or press “Enter”) -> "Lines" -> "Purchase Order Blanket -
Byr1" window will appear
 Item: [insert the item code] -> Qty: [insert the desired quantity] -> Due Date: [insert the
desired due date] -> change the status from "Planned" to "Ordered" -> save -> a window will
appear -> click "Ok" -> another window will appear -> alter the PO number to the current PO
number -> tab -> click "Print"
 Repeat process until all desired purchases are completed
If you are unable to identify the vendor, then:
 "Main Menu - Byr1" window -> Material -> Item Maintenance
 Item: [search desired item] -> List -> Purchase Orders
If a PO must be deleted, then:
 “Purchase Order Lines” window -> QTY: [0] -> alter the PO as needed -> Notes button
->"******************NOTE*********************” (next line) “PO has been
changed by Part #" -> Save
Purchase Order Requisitions
 Open SyteLine -> Vendor -> Purchase Order Requisitions”
 PO Req: [insert the emailed requisition number, e.g. RQ5539] -> Activities -> Convert PO
Requisition
 Starting Line: [1] -> Ending Line -> [the last line number, e.g. 3] -> PO: [the next PO
number to be used] -> CTRL+F2 -> “Ok”

4. 4
 Vendor -> Purchase Orders -> binoculars -> search the PO number -> Lines
 Change the status to “Ordered” -> Save
 “Main Menu – Byr1” window -> Byrne -> Purchasing -> New PO -> PO: [insert desired PO
number] -> tab -> print
Cross Reference
 Open SyteLine -> Material -> Inventory -> Item Maintenance
 Binoculars (begin with the first number on the list) -> Planning tab -> alter as needed ->
View -> Vendor/Item Cross Reference
 Repeat the process until the list is finished
Inventory Change
Cycle Count
 Open SyteLine -> Material -> Item Maintenance -> enter -> Item: [search item number] ->
Activities -> Quantity Adjustment
 Enter -> Quantity: [insert the raw desired amount] -> Reason: [CC] -> enter -> enter ->
Location: [check the quantity location in the “Item Maintenance – Byr1” window by clicking
the Loc Inq button. Make sure the quantity adjustment is in the same location] -> enter
Aluminum Flex Sheet
Frequency: Mondays
 Open the "Aluminum Flex Sheet" email -> open the attached file
 Item Maintenance -> Item: [insert the part number from the spreadsheet] -> Activities ->
Stockroom Activities -> Quantity Adjustment
 Quantity: [take the quantity provided in the spreadsheet, and take away that much from
the "On Hand" amount] -> enter key -> Reason: [Fab] -> enter -> Location: ["A" or "B"]
-> enter through
Scrap Log
Frequency: Daily
 Open the Public Drive -> Production 1 -> Nonconforming Material -> Rejected
Material Log
 Material -> Material Planning -> Item Maintenance
 Activities -> Stockroom Activities -> Misc. Issue
 Edit -> Update -> Quantity: [insert the number in the “Quantity” column from the
spreadsheet] -> Reason: [SC] -> Location: [A]