On Quick Short-Closing old unwanted Open Documents

Customer Introduction:

This company is a leading manufacturer of valves and fittings.

Problem / Goal:

Many a times, there are old Purchase requisitions lying pending in the system but are not required any more. Similary there are Purchase Orders, Sales Orders and Job Orders which are still open but not actually required. This happens either due to negligence or small quantities that remain open. Such old transactions can cause wrong output from the MRP as these documents are part of the pipeline stock. Thus it is important to cleanup all the old clogged data by short-closing such transactions.

The Solution:

OurSys has 4 dashboards, namely, Stale PR, Stale PO, Stale SO and Stale JO which help users to identify suspected old unwanted documents. When you click on them, there is a facility to select all transactions and quickly short close it.

The Result / Benefits:

It is a big time saver and junk data remover tool. It becomes possible to clean old data due to this feature. Thus MRP also runs correctly.

This feature is useful for all types of manufacturing companies and is not limited to valves and fittings.