The Finesse ERP system is a sophisticated suite of accounting, engineering, project management, manufacturing and supply chain modules, each offering individual strengths and functional depth. Developed from day one in a 4GL programming language and relational database, these business tools perform on client/server and web-based configurations including Windows NT/2000.

We focus exclusively on providing ERP solutions for project-oriented manufacturers producing capital equipment and highly-engineered products. Finally, you have a means of analyzing profitability and controlling your entire project from beginning to end: estimating, quoting, contract terms and conditions, procurement, scheduling, production and post-production service and warranty.

The Work Breakdown Structure (WBS) enables you to define each phase and task of your project in order to plan all the resources necessary: material, capacity and labor. Powerful analysis screens and reports are interactive and detail the exact status of all project activities across the enterprise. Clients achieve quick and cost-effective implementation with our turn-key consulting services. Each project is tailored to the unique requirements of our customers.

Accounts Payable

Finesse Accounts Payable applies its formidable logic to streamlining every detail of A/P. Setting up payments, making accurate distributions to the General Ledger, automatically handling recurring payables and producing checks and disbursement journals are all managed with little or no intervention. Its pay on receipt logic is also fully functional, dramatically reducing the time and effort necessary to satisfy credit obligation. And, because all Finesse modules are fully integrated, you can rely on highly accurate accounting as information flows through your enterprise to be shared and used whenever and wherever it’s needed.

GENERAL FEATURES

Multi-project capabilities
User-definable data
Company, contract, batch and account code control
Ability to set multiple periods
Automatic account codes
Bank reconciliation

CHECK PROCESSES

Check selection, printing and reprinting
Manual checks

PURCHASING

Purchase accounts and amounts
Purchase entities
Purchase order interface
Purchase parts and quantities
Purchase order lines and receipts

QUERYING

Detail, pinpoint, scroll and summary inquiries
Vendor/vendor address queries

REPORTING

Report writer provides all standard reports in multiple formats
Edit and check edit reporting
Aging and history reports

TRACKING

Discount rates and dates
Discount and non-discount amounts
Job costing
Pay dates and terms
On-hold and on-hold maintenance
Disputed invoices
Disbursement amount control
Voucher auditing, audit trail and image
Auto voucher numbers and running voucher entry totals
Balance invoice amount

VENDOR INFORMATION

Vendor approvals, ratings, certifications and performance tracking
Inactive vendors

Accounts Receivable

This system intuitively uses - and continually adds to - what you know. Built around customer credit history files and supporting systems, Finesse Accounts Receivable gives you all the information you need to make sound business decisions quickly by providing detailed credit and payment data for every customer, project, contract and job.

GENERAL FEATURES

Handle multiple companies, customers, banks and addresses
Multi-project capabilities
User-definable data
Control receivables by account code, contract, company or batch
Line item descriptions for easy identification
Automatic account codes
Control over invoice quantities, receipts, audit trail and printing
Run inquiries including: detail, pinpoint, scroll, summary & hierarchical

INVOICING

Handles job billing, payment terms, freight charges, discounts, credit limits and returns/concessions
Product/unit price/cost
Running invoice entry totals

RECEIPT TYPES

Handle customer, on account, partial and prepayment receipts

REPORTING

Report writer provides all standard reports in multiple formats
Aging, comparison and history reports

TAX STATUS

Taxable line items
Tax calculation
Tax exemptions

TRACKING

Handles open items, statements and aging
Customer accounts and ratings
Inactive customers
Credit/debit memos
Customer purchase orders

Capacity Requirements Planning

Using time-phased options, Finesse CRP continuously compares planned, firm and released orders with your production capacity. With that information, it then tracks your production load by order status and schedules it in flexible work centers. Changing that load is simplified with Finesse’s graphical work center load view. Now you can see your load across the entire shop or plant and reschedule it with drag-and-drop ease.

You never have to wonder where you stand. CRP allows you to review your capacity constraints in daily, weekly or monthly increments so you can track your full planning horizon and make informed decisions. And with the system’s ability to generate exception reports automatically, it’s easy to review current capacity status and stay ahead of the game.

GENERAL FEATURES

Multi-company, plant and warehouse capabilities
Multi-project capabilities
Report writer provides all standard reports in multiple formats including comparison and planning reports
User-defined information and period date ranges
User-defined period date ranges
Run inquiries including: detail, scroll and summary
Simplifies the planning of product families and bill of materials

SCHEDULING

Infinite and finite, forward and backward job scheduling
Operation lot size scheduling

STATUS

Work center load profile
Bucketless processing
Yielding
Shop calendars

Customer Order Entry/Contact Management/RMA Field Service

Using familiar pop-up windows, online help and power keys, Finesse makes high-productivity data entry and retrieval easier than ever. Customer order alterations, allocations, picking and shipping are all handled quickly online. And because pricing structures vary, Finesse provides extensive options that include contract, group and promotional pricing as well as discounts and quantity breaks. Any and all of which will be controlled by your effective dates. You can even maintain a complete sales catalog with the capability to configure orders and quotations.

Add in Customer Order Entry’s powerful sales analysis tool sand seamless integration with all of the Finesse modules and you easily keep all of your customer orders in perfect order.

GENERAL FEATURES

Multi company, customer, salesperson, billing address, shipping address, sales area capabilities
Multi project, plant and warehouse capabilities
User-defined data
Sales catalog/part interface
Run inquiries including: detail, pinpoint, customer order entry, scroll and summary
Report writer provides all standard reports in multiple formats

CONVENIENCE and CONTROL

Ability to generate customer invoices during order entry
Rules-based product configurator with user-defined features and options
Product options and dependencies
Order picking, shipping and carrier information
Stock from locations
Substitute, obsolete, supersede products
Four unit of measure conversions for each part

CUSTOMER PROFILE

Credit limits
Customer part number cross-reference, purchase order history and credit ratings
Define active and inactive customers

PRICING

Customer-specific, group, quantity, volume and promotional pricing
Handle quotes, standard and non-standard discounts and payment terms and time-phase quantity breaks
Handle tax codes, calculations and exemptions
Phase-in/out effective dates

TRACKING

Automatic customer order and line number tracking
Lost orders tracking
Multi ýship toý addresses for each order
Online priority quantity reserve
Order status
Partial shipments
Projected order schedules

Fixed Assets

Finesse doesn’t lock you into working one way. Instead, it provides built-in accounting interfaces, user-definable depreciation methods and types, and the ability to analyze ýwhat-ifý project depreciation. In addition, multiple book types, classes of assets and asset location tracking ensure a comprehensive, flexible and effective program with capabilities you won’t outgrow. So not only will Finesse simplify your asset management, but it lets you work your way.

GENERAL FEATURES

Handle multiple companies, asset classes, asset locations and book types
Multi-project capabilities
Get detailed and summarized General Ledger entries
User-defined data
Flexible system lets you track YTD, projected and previous year and follow any number of years
Allows for hierarchical locations
Provides asset accounting and new asset tracking
Track expense limits and expense available

CLASSES

Hierarchical classes
ADR asset classes

CONTROL

Control cost expense, purchase cost, and sale price
Control in-service, disposition and salvage value
General Ledger entry control
Serial number control

DEPRECIATION

Daily, part annual, annual and accumulated depreciation
Depreciation start and through date
Depreciable basis

FLEXIBILITY

User-defined book, tax and state type
Projected type Methods
User-defined accelerated and straight line methods

QUERYING

Detail, pinpoint, class hierarchical, location, scroll and summary inquiries

REPORTING

Report writer provides all standard reports in multiple formats
Aging, comparison and history reports

General Ledger

The powerful Finesse General Ledger module puts you in control and keeps you there. As the hub of your financial system, it delivers all the accuracy and audit features you must have with flexibility and ease you want.

GENERAL FEATURES

Handle multiple company, plant, warehouse and project ledgers
User-definable accounts and data
Ability to set unlimited levels
Automatic and multi-entity consolidations
50-character alphanumeric account codes
Supporting schedules
Ability to set access limitations
Handle contract dates, definitions, hours and fees

ACCOUNTING/AUDITING

Cash flow analysis
Batch and date currency conversions
Large dollar/unit amounts
Maintain inactive and restricted accounts
Multiple accounting periods and years
Revised, variable and non-dollar accounts
Accrual reversal transactions

ALLOCATIONS

Budget and fixed allocation capabilities
Percent and variable percent
Weighted allocations

BUDGETING

Automatic budgeting
Budgets from actuals and previous year
Job cost
Job class budgeting
Import/export budgets

JOURNALING

Diarized entries
Journal balancing, entry control, entry masking/batch control
Enhanced entity entry
Running journal entry totals

QUERYING

Drill up, down and across the database
Detail, hierarchical, pinpoint, scroll and summary inquiries

RECURRING ITEMS

Entries
Intervals
Maximums
Transactions

REPORTING

Report writer provides all standard reports in multiple formats
Easy-to-use report editor
Historical, financial and comparison reports

Inventory Control

Now, you can access material status, location and availability online --instantly. You can also monitor and track items at the lot and/or serial number level and maintain complete control over your inventory by plant or distribution center. And the system’s cycle counting and physical inventory ensures your inventory integrity. So you never have to wonder where your inventory is. You’ll know.

What’s more, because Finesse accommodates demand management in the planning stage, you can avoid shortages and minimize the impact of out-of-stock conditions to keep you on track.

GENERAL FEATURES

Multi company, plant, warehouse, location, stocking location capabilities
Multi-project capabilities
User-defined data
Create multiple inventory classifications
Keep engineering and MRP information available
Accounting functions include cost change, inventory, Order/WIP and QC
Run detail, pinpoint, scroll and summary inquiries

COST ASSESSMENT

Actual, acquisition, current, future and past costs
Job costing
Labor and materials costs
Standard/level and outside costs
Multiple overhead costs

ORDER CONTROL

Firm, planned and back orders
Order/component allocations
Order/reorder information
Order priority, stage progression and status checking
Order splitting
Non-order/order issues and receipts

REPORTING

Report writer provides all standard reports in multiple formats
History and costing reports

TRACKING

Cycle counting
Online priority reallocation
Job, shop and work order tracking
Lot, batch and serial tracking
MFG and purchased parts
Quality control receipts
Scheduling information
Transfers

Manufacturing Standard

Finesse Manufacturing Standards is structured around what you want to accomplish. You want to maintain product configurations accurately and efficiently? The system’s complete Bill of Material (BoM) and process routing capabilities ensures it. Need to safeguard your product and process integrity? That’s done with the module’s formal configuration management and engineering change controls.

GENERAL FEATURES

Multi company, plant, warehouse and shift capabilities
Multi-project capabilities
Engineering and product data management information
User-defined information
Set virtually unlimited BoM levels for cost roll-up as well as by lot or batch, serial and/or sequence number, phase-in/out date and shrinkage or scrap and obtain summaries
Multi-level, phantom, revision and planning/simulation bills
Run inquiries including: detail, pinpoint, history/analysis, scroll and summary

ANALYSIS

Job, labor and overhead costing
Crew size and efficiency
Overhead and work center rates
Daily work center capacities
Lots, efficiencies and yields
Components per operation

RESOURCE MANAGEMENT: MATERIALS, WORK CENTERS and LABOR

Standard labor classes
Where used
Operation sequence
Alternate and outside work centers
Cost set move
Inventory interface
Machines and tools
Move, set up and run times
Copying and replacing
Queue time, input and output
Decimal quantities
Duplicate components

REPORTING

Report writer provides all standard reports in multiple formats
Comparison/costing reports

ROUTING

Route by lot or batch, serial number and phase-in date
Projected cost routings
Costed routings
Alternate routings/rework

Master Scheduling

With Master Scheduling’s complete planning and management system, you can review and monitor forecasted demand, anticipated production, parts and service requirements with ease. Powerful ýavailable-to-promiseý logic helps you effectively plan, schedule and manage your resources for projected demand, quotes and estimates.

Finesse Master Scheduling also gives you the option of managing both a production plan and master production schedule. You get precise ýbucketlessý supply and demand data. And, using the module’s simulation capability, you can evaluate various scheduling options before generating the actual material plan, ensuring timely, cost-effective resource allocation. It’s the simple way to master your scheduling.

GENERAL FEATURES

Multi company, plant and warehouse capabilities
Multi-project capabilities
High-level planning tool for single, family or grouped products
User-defined information and period date ranges
Actual demand and receipts for past due actions
Run detail, pinpoint, history/analysis, scroll and summary inquiries

PLANNING

Date driven forecasts
Projected and net available calculation
On hand and safety stock analysis
Lot sizing
Flexible, multi-level available-to-promise logic
Negative projected available-to-promise actions

REPORTING

Report writer provides all standard reports in multiple formats
Comparison reports

SCHEDULING and MANAGEMENT

Job scheduling
Bucketless processing
Planning bill of materials
Shop calendars defined by work center, employee, day, month, year and plant
Planning and demand time fences
Actual demand pegging
Actual shop orders and purchase order receipts
Firm and planned order processing

Materials Requirement Planning

Finesse MRP plans and manages material and production using the requirements you define. There’s not a more flexible system out there. Period. MRP accepts independent demands created directly through the Projects, Contracts and Job module, Master Scheduling or via sales orders in Order Entry. But plans change, don’t they? This is why MRP’s dynamic, level-by-level planning allows you to adjust your material plan as conditions develop in real time. And there’s no limit to MRP’s planning horizon; non-nettable and expired inventory are automatically excluded and scrap or yield are also considered.

GENERAL FEATURES

Multi-company, plant and warehouse planning
Multi-project capabilities
Gross and actual requirements
Open, firm, planned and scheduled orders
Job scheduling
User-defined period date ranges
Handle detail, scroll and summary inquiries
Bucketless processing

ANALYSIS

On hand, safety stock and lot analysis
Projected on hand and net requirements
Orders greater and less than requirements actions
Order date greater than needed date actions

PLANNING

Planned releases and receipts
Planning bill of materials
Planning product families
Discrete and lot for lot planning
Fixed order and period order quantity planning
Least unit cost planning
Economic order quantity planning
Blow through and phantom part planning

REPORTING

Report writer provides all standard reports in multiple formats
MRP planning and comparison reports

Personnel/Payroll/Time and Attendance

Complex functions in a simplified program. The comprehensive Finesse Personnel/Payroll module can’t solve all of your labor headaches. But it can certainly handle the complex and highly detailed functions of payroll and associated personnel issues with exceptional ease. Even better, it can help you project future needs and labor costs.

A complete payroll calculation, distribution and human resources system, Finesse Personnel/Payroll’s tight integration with General Ledger, Customer Order Entry, Manufacturing Standards and Shop Floor Control lets you accumulate and calculate detailed labor rates, commissions, taxes and distribution almost effortlessly. This alone will save you hours.

Personnel/Payroll can also track a full complement of human resource data including an organizational chart, departments and divisions, positions, benefits and deductions, skills inventory, resumes and company contributions as well as overtime, vacation, sick leave and termination codes.

GENERAL FEATURES

Handle multiple companies, projects, employees, banks, pay period checks, employee pay/jobs, applications
Handle unlimited employee taxes and benefits
User-defined data
Job costing
Breakdown information and report on time frames including ITD/YTD/QTD/PTD
Incorporates organization chart

QUERYING

Detail, pinpoint, scroll and summary inquiries

REPORTING

Report writer provides all standard reports in multiple formats
History, pre-check edit and benefit/deduction reports

TAX INFORMATION

Tax authority reporting
Tax tables and allowances
Pretax and posttax benefits and transactions

IMPROVED CONTROL

Batch, company and contract control
Definable check stock
Manual and auto onetime checks
Voided checks
Phase-in rates and accounting
Max number and amount of benefits
Bank reconciliation
Labor rate and accounting table

PAYROLL CALCULATIONS

Benefits/deductions
Pay check adjustments
Overtime transactions
Same pay period splits
Salary, hourly, unit and commission calculations

ANALYSIS/TRACKING

Changes and transaction audit analysis
Government reporting/compliance analysis
Company contributions
Regular, vacation, overtime, sick codes and analysis
Termination codes

FLEXIBLE CLASSIFICATIONS

Assignable and budgeted positions
Department and division classifications
Skills inventory
Job and entity labor classes and distribution

Purchasing

Finesse Purchasing saves you time by simplifying and improving vendor evaluation, performance tracking and quality inspection. It saves you more time by integrating your acquisition, material planning and supplier releasing functions and supporting your entire purchase order lifecycle…from supplier quotations to receiving and product inspections with one comprehensive management system.

GENERAL FEATURES

Handle multiple companies, stocking locations, buyers, vendors, addresses and requisition sources
Multi-project capabilities
User-defined data
Job costing
Quotation capabilities including status and vendor responses
Ability to track inspection information
Quality control and material disposition capabilities: accept, reject, use-as-is, scrap, return for credit, rework
Provide quality control receipts
Easier management with auto requisition numbers and assigned requisitions
Easily define priority status
Simple unit of measure conversion
Run detail, pinpoint, history/analysis, scroll and summary inquiries
Report writer provides all standard reports in multiple formats

BLANKET ORDERS

Blanket orders and order releases
Blanket status and comparison totals
Assigned blanket orders

PURCHASE ORDERS

Purchase order instructions, status, printing and receipts
Automatic purchase order numbers and order closing
Payment terms
Purchase authorization controls
Minimum order quantities

SHIPPING

Services shipping data
Delivery instructions
Part instructions

VENDOR INFORMATION

Vendor catalog
Identify primary and inactive vendors
Vendor ratings, approvals and certifications
Vendor price breaks, part numbers and miscellaneous
Track best vendor selections
Complete vendor performance tracking: on-time percentage, days late, material quality, etc.

Shop Floor Control/Preventive Maintenance

From raw material through end item assembly, Finesse Shop Floor captures detailed actual data down to the unit level by serial number, providing you with comprehensive ýas builtý product data. By using production scheduling, you can create finely tuned schedules for each production work center and manage availability and capacity with an online calendar. Release an order to the production floor and the system helps you monitor and control workflow.