Winfosoft Metals Module for Microsoft Dynamics 365 Finance and Operations

Sales Quotation & Order Management

For Sales Quotes or Sales Orders of metal services and tolling operations, the Winfosoft Metals Module automates your processes by calculating costs and determining lead times of metal processing services effortlessly.

Metals EDI

Our system includes essential EDI processes:

• Inbound 856 Advanced Shipping Notice
• Outbound 856 Advanced Shipping Notice
• Outbound 861 Receipt of Shipment
• Outbound 870 Order Status
• Outbound 846 Inventory Inquiry

Advanced Quality Management

Manage physical, mechanical, and chemical metal specifications with superior precision. The Winfosoft Metals Module is designed for production in process testing and quality lab processes. Our module features the advanced rules that metals companies require for conducting quality tests for standard and customer-specific specifications. Winfosoft provides the ability to seamlessly create certifications based on testing rules.

TAG Management

Recording, tracking and printing the TAG numbers is a key requirement for metals companies. The Winfosoft Metals Module effortlessly records, tracks, and prints TAG numbers containing key item information for streamlined operations, such as Heat Numbers, Parent TAGs, Metal Grades, Widths, Gauges and Lengths, Production orders, Special Notes, etc.

Production Order Splits

Split production orders seamlessly with all posted transactions correctly moved to the split Production Order. Whether it’s the same item number or a different item number, our system ensures smooth and consistent order management.

Outside Vendor Operations

Keep track of your inventory at vendors where you have sent materials for metal services. You can easily change the vendor for outside vendor operations on the routing and update the vendor cost as needed. Automatically create purchase orders or purchase order lines based on rules for the vendor processes. Vendors can also optionally ship the products directly to your end customers with the correct tags and related information, streamlining the process for you.

Shop Floor Control

The Winfosoft Metals Module features easy-to-use forms for displaying schedules, testing requirements, quality specs, and special notes. Production operators can record times, quantities and scrap and testing results accurately, print/re-print TAGs on demand, and enhance shop floor efficiency with Winfosoft.