Difference between revisions of "18 Manufacturing"
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[[1. Preferences]] | [[1. Preferences]] | ||
[[2. Weeks to Display]] | [[2. Weeks to Display]] | ||
| − | [[3. | + | [[3. Auto Scheduling]] |
| − | [[4. | + | [[4. Stock Requirements]] |
| − | [[5. | + | [[5. Product Source]] |
| − | [[6. | + | [[6. Company vs Employee Preferences]] |
| − | [[7. | + | [[7. Manufacturing]] |
| − | [[8. | + | [[8. Process Steps]] |
| − | [[9. | + | [[9. Resource]] |
| − | [[10. | + | [[10. Labor Rates]] |
| − | [[11. | + | [[11. Defining Capacity]] |
| − | [[12. | + | [[12. Allocating Processes]] |
| − | [[13. | + | [[13. Total Capacity]] |
| − | [[14. | + | [[14. Manufactured Product]] |
| − | [[15. | + | [[15. Must Have]] |
| − | [[16. | + | [[16. Duration]] |
| − | [[17. Adding | + | [[17. Adding Products]] |
| − | [[18. | + | [[18. Adding Branches]] |
| − | [[19. | + | [[19. Assigning Process Steps]] |
| − | [[20. | + | [[20. Process Information]] |
| − | [[21. | + | [[21. BOM Options]] |
| − | [[22. | + | [[22. Set The Default]] |
| − | [[23. | + | [[23. Create a BOM]] |
| − | [[24. | + | [[24. BOM Pricing]] |
| − | [[25. | + | [[25. Fixed vs Floating Price]] |
| − | [[26. | + | [[26. BOM Products]] |
| − | [[27. | + | [[27. Production Request]] |
| − | [[28. | + | [[28. Building For Stock]] |
| − | [[29. | + | [[29. Customer Build]] |
| − | [[30. | + | [[30. Internal vs Customer Order]] |
| − | [[31. | + | [[31. Stock or Manufacture]] |
| − | [[32. | + | [[32. Process Tree Edit]] |
| − | [[33. | + | [[33. Sub Product Edit]] |
| − | [[34. | + | [[34. Sales Order BOM Options]] |
| − | [[35. | + | [[35. Simple Completion]] |
| − | [[36. | + | [[36. Right Click]] |
| − | [[37. | + | [[37. Production Job Status]] |
| − | [[38. | + | [[38. Production Worksheet]] |
| − | [[39. | + | [[39. Finalize For Production]] |
| − | [[40. | + | [[40. Capacity Planner]] |
| − | [[41. | + | [[41. Total Capacity]] |
| − | [[42. Ordering Products]] | + | [[42. Filtering Capacity]] |
| − | [[ | + | [[43. Auto Schedule]] |
| − | [[ | + | [[44. Stages]] |
| − | + | [[45. Drag and Drop]] | |
| − | + | [[46. Flags]] | |
| + | [[47. Ordering Products]] | ||
| + | [[48. Producing Purchase Orders]] | ||
| + | [[49. Allocations]] | ||
| + | [[50. Partial Build]] | ||
| + | [[51. Partial Invoices]] | ||
| + | [[52. Finalizing an Order]] | ||
| + | [[53. Barcode Manufacturing]] | ||
| + | [[54. Control Codes]] | ||
| + | [[55. Job Timesheets]] | ||
| + | [[56. Manufacturing Reports]] | ||
| + | |||
</menu> | </menu> | ||
| + | |||
== Overview == | == Overview == | ||
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25.[ ] Fixed vs Floating Price - What effect is there by defining a Fixed Sell Price for the Manufactured Product or setting it as zero? | 25.[ ] Fixed vs Floating Price - What effect is there by defining a Fixed Sell Price for the Manufactured Product or setting it as zero? | ||
| − | 26.[ ] BOM Products - Where would you find a dedicated list of | + | 26.[ ] BOM Products - Where would you find a dedicated list of Manufactured Products with BOM's loaded on them? |
27.[ ] Production Request - What transaction would you use to send a "BOM Product" to be Manufactured? | 27.[ ] Production Request - What transaction would you use to send a "BOM Product" to be Manufactured? | ||
| Line 121: | Line 133: | ||
29.[ ] Customer Build - How do you build a product to order? | 29.[ ] Customer Build - How do you build a product to order? | ||
| − | 30.[ ] Internal vs Customer Order - What are the key | + | 30.[ ] Internal vs Customer Order - What are the key differences between these types of Manufacture Order? |
31.[ ] Stock or Manufacture - How do you create a pop-up to allow the user to choose to Manufacture or Take From Stock? | 31.[ ] Stock or Manufacture - How do you create a pop-up to allow the user to choose to Manufacture or Take From Stock? | ||
| Line 139: | Line 151: | ||
38.[ ] Production Worksheet - What must you do to an order before you can print a Production Worksheet? | 38.[ ] Production Worksheet - What must you do to an order before you can print a Production Worksheet? | ||
| − | 39.[ ] | + | 39.[ ] Finalize For Production - How do you do this from the Production Job Status Screen? |
40.[ ] Capacity Planner - Have you enabled the preferences that load the capacity planner display options before launching it? | 40.[ ] Capacity Planner - Have you enabled the preferences that load the capacity planner display options before launching it? | ||
| Line 163: | Line 175: | ||
50.[ ] Partial Build - How can you complete and Invoice partial qty's of a job? | 50.[ ] Partial Build - How can you complete and Invoice partial qty's of a job? | ||
| − | 51.[ ] Partial Invoices - Where can you see a list of Partial | + | 51.[ ] Partial Invoices - Where can you see a list of Partial Builds Invoices created for each job? |
52.[ ] Finalising an Order - How do you complete a job and convert it to an Invoice or complete an internal order for stock? | 52.[ ] Finalising an Order - How do you complete a job and convert it to an Invoice or complete an internal order for stock? | ||
Latest revision as of 10:10, 6 December 2014
Overview
Manufacturing Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Preferences - Have you set the company preferences for Manufacturing?
2. [ ] Weeks to Display - Have you defined how many weeks in advance that you wish to display in the Capacity Planner?
3. [ ] Auto Scheduling - Do you understand how Grace Days interact with Auto Scheduling?
4. [ ] Stock Requirements - Do you understand how a Smart Order can be automaticaly created for required Sub Products and its delivery time factored into Auto Scheduling?
5. [ ] Product Source - Do you understand the difference between the "Open Product Source Option" and "Part Source from Stock By Default" preference?
6. [ ] Company vs Employee Preferences - Do you realise that after you have defined your Manufacturing Preferences they must then be Enabled per Employee?
7. [ ] Manufacturing - What two things must you set up before you can create a Product BOM?
8. [ ] Process Steps - What is a Process Step and where do you set these up?
9. [ ] Resource - What is a Resource and where do you set these Up?
10.[ ] Labour Rates - Can you define Hourly Labour Rates for a Resource?
11.[ ] Defining Capacity - Have you defined the capacity for a resource?
12.[ ] Allocating Processes - Are you aware you must allocate at least one process step to your Resource?
13.[ ] Total Capacity - Where does your total Manufacture Capacity for the floor display?
14.[ ] Manufactured Product - Where do you start the creation of a Bill Of Materials (BOM)?
15.[ ] Must Have - What must you add to the top line of a BOM?
16.[ ] Duration - Where do you define the time lines and sequence for each each Process?
17.[ ] Adding Products - How do you add Sub Products to the BOM?
18.[ ] Adding Branches - How do you add a branch to the BOM?
19.[ ] Assigning Process Steps - How do you add a Process Step to the sub branches?
20.[ ] Process Information - Do you know where you can add detailed information about the Processes on this BOM?
21.[ ] BOM Options - Can you create "Options" in the BOM?
22.[ ] Set The Default - How do you set the default Sales choice, if using an "Option" input type?
23.[ ] Create a BOM - Create a new manufactured product using your new Process and Resource.
24.[ ] BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
25.[ ] Fixed vs Floating Price - What effect is there by defining a Fixed Sell Price for the Manufactured Product or setting it as zero?
26.[ ] BOM Products - Where would you find a dedicated list of Manufactured Products with BOM's loaded on them?
27.[ ] Production Request - What transaction would you use to send a "BOM Product" to be Manufactured?
28.[ ] Building For Stock - Which option on the Sales Order creates an internal order for stock only?
29.[ ] Customer Build - How do you build a product to order?
30.[ ] Internal vs Customer Order - What are the key differences between these types of Manufacture Order?
31.[ ] Stock or Manufacture - How do you create a pop-up to allow the user to choose to Manufacture or Take From Stock?
32.[ ] Process Tree Edit - Do you understand that the Process Tree on the Sales Order can be edited to make it unique for this build?
33.[ ] Sub Product Edit - Can you adjust the From Stock, To Build and On Order Qty's in the Process Tree Edit screen
34.[ ] Sales Order BOM Options - How does this affect the sell price?
35.[ ] Simple Completion - Can you run all of your manufacturing jobs from Sales Orders without using the Manufacturing Module?
36.[ ] Right Click - Do you understand all of the Manufacture functions available when right clicking on the product line in the Sales Order?
37.[ ] Production Job Status - Can you run your jobs from the Production Job Status list?
38.[ ] Production Worksheet - What must you do to an order before you can print a Production Worksheet?
39.[ ] Finalize For Production - How do you do this from the Production Job Status Screen?
40.[ ] Capacity Planner - Have you enabled the preferences that load the capacity planner display options before launching it?
41.[ ] Total Capacity - Do you understand how the total capacity and available capacity of your Resources are displayed in the Capacity Planner?
42.[ ] Filtering Capacity - Can you reduce the capacity planner to display just a single customer or a single resource?
43.[ ] Auto Schedule - Can you auto load all the jobs waiting to be scheduled?
44.[ ] Stages - Can you flag as started the schedule, for just one job or resource?
45.[ ] Drag and Drop - Can you move process times for jobs using just the mouse?
46.[ ] Flags - Do you understand the functionality of the different "Flag" options?
47.[ ] Ordering Products - Where do you go to see what products you need to keep production on schedule?
48.[ ] Producing Purchase Orders - How do you create purchase orders from the Production Job Status list?
49.[ ] Allocations - What are the two key areas where you can Allocate either Serial Numbers, Bins or Batches and print a BOM picking slip?
50.[ ] Partial Build - How can you complete and Invoice partial qty's of a job?
51.[ ] Partial Invoices - Where can you see a list of Partial Builds Invoices created for each job?
52.[ ] Finalising an Order - How do you complete a job and convert it to an Invoice or complete an internal order for stock?
53.[ ] Barcode Manufacturing - Did you know you can run your entire manufacturing process from Barcode Manufacturing?
54.[ ] Control Codes - What are Control Codes?
55.[ ] Job Timesheets - Can you view a list of Job Timesheets for Employees scanned against jobs?
56.[ ] Manufacturing Reports - Can you load your manufacturing reports paying special attention to the Build Profitability Report?
