Applies to: RollMaster (RM) Core
Use this article as a reference for the Accumulator Code Maintenance module, including setup
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Accumulator Code Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
This maintenance program is tied to the graphical Installation Schedule module, wherein Accumulator Codes are instrumental. Accumulator Codes are used to identify the principle installation Labor Lines on a Job, allowing the system to compute total yardage or footage scheduled for a given time period. For example, a Job may have four Labor Lines consisting of 100 yards of installation, 100 yards of rip/up, 100 yards of disposal, and 12 steps. The Accumulator Code should only be tied to the 100 yards of installation, so the system only counts 100 total yards, not 312, which would be inaccurate from a scheduling standpoint.
The items in the above screen are typical installation descriptions. The Accumulator Scheduling Limits option will be explained below at the very end of the Accumulator Code Maintenance section. To add a new Accumulator Code, click the Add button. The system will prompt the following:
At the Code (1) field, type a one character code to represent a labor item. At the Description (2) field type a longer description for the Code. Click the Save button to save your new code and return to the previous screen. When you double-click on a highlighted Code, the system will prompt the following:
You can add/edit text in the Description field at any time. Click the Save button to save your changes and exit the screen above. In the main screen, if you right-click on any existing Codes, you can call up the Accumulator Code Maintenance screen above, or you can remove any unwanted codes by using the Delete Accumulator Code option. Once your Codes have been added, the next step is to access items in your Labor Catalog via the Catalog Maintenance module and add these Codes to each applicable “main” installation Labor Item. An example appears below:
At the Accumulator Code field, use the drop-down arrow to select an applicable Code. Continue until all main Labor Items have been assigned an Accumulator Code. Also, on each Labor Catalog Item, to assist with not over-scheduling, there is a Percentage field next to the Accumulator Code field that appears as follows:
Consider this field a percentage value of the duration of an installation. A percentage of 100% would be a normal or average setting for a typical type of install. Any increase in percentage would indicate that extra time is needed for the Labor Item, and a lower percentage would indicate less time is needed. For example, typical stretch-in carpet would be set at 100%. Patterned carpet installation would then need to be at about 125% or higher, and rip up could be set to 50% or lower. Just below the Percentage field, you will see a checkbox as follows: Ignore Additional Installation Days. When checked, the system will ignore any setup requiring this particular item to need additional days to install.
Another change you will note in the RollMaster System after this setup is completed, is in the Install Dates tab when scheduling installation. It will take into account the Capacity Limits set (explained below), Percentage field, and the Ignore Additional Installation Days checkbox to calculate a suggested number of days required to install when scheduling. When you click the Add button to schedule a Labor item, the Add New Install Dates box will still prompt, but you will now see a Total Days Required message, as in the screenshot below:
Scheduling Capacity Limits
The system allows for setting Installation Scheduling Capacity Limits on Accumulator Codes in the Catalog Maintenance module. This feature is designed for setting “Hard Limits” that cannot be exceeded when scheduling installation for a particular day. It also allows for blocking installation dates entirely, as in the event of holidays, and will allow key Users to raise or lower capacity limits for a particular day. The setup starts with accessing a Company Control 4 screen option that appears as follows: Company Accum Totals (R, B, C). This control determines at what level capacity is met for each type of installation: Region, Branch, or Company. There is also a User Control 6 screen option that allows key Users to override these limits. That control option appears as follows: Allowed To Override Installation Limits. Set to “Y” to enable this ability.
Once the Company and User Control items are set, you will move on to the Accumulator Scheduling Limits option available from the Accumulator Code Maintenance screen. When you click on this option, an Installation Scheduling Limits By Accum screen will appear as follows:
Prior to any Limits being scheduled, the default for all Codes is all “9’s” in each field. This is so that no limits can be met until they are intentionally set by the installation scheduling department. To Add or Edit Limits, click the Add New button at the bottom right, or you can highlight and right-click on an existing line. If accessing from a line, the system will prompt the exact Branch and Code to edit, whereas the Add New button will prompt a screen allowing you to select the Branch (1) and Code (2) as follows:
At the Max Qty Per Job/Day (3) field, type in the total feet or yards that can be installed per Job for the Day. For example, 200 yards of carpet or 500 feet of tile. The Additional Installation Days (4) field should be used for Accumulator Codes that typically require an extra day to complete, such as tile. For each day of the week in the Max Jobs/Day (5) section, type in a max number of Jobs that can be scheduled in a Day based on the Accumulator Code selected. For example, 5 carpet jobs, or 2 tile jobs. This will be individual to each company based on the number of crews you run on a given day. To block an entire Day, enter “0” in that field.
The feature to Block Install Dates can also be found in the Installation Scheduling Limits By Accum screen. At the top left, you will see that option as follows: Block Installation Days. When you click on this option, a Block Installation Days screen will appear as follows:
This screen will display any current blocked days. You can use the Block Day For All option at the top left to block an entire day for all Accumulator Codes. That screen appears as follows:
Select the Branch and the Date To Block and click Save to continue. To block only certain Accumulator Codes, or to revise the Qty Per Job or Max Jobs for a Day, click the Add New button to prompt the following screen:
Make your Branch, Accumulator, and Date To Block selections in the screen above. To leave the day blocked for the selection, click Save, leaving the remaining two fields set at “0.” To Revise the fields, enter an applicable Qty (1) and Max Jobs (2) prior to clicking Save.