Difference between revisions of "18 Manufacturing"

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Revision as of 18:15, 7 September 2011

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 the calender?

3. [ ] Product Source Do you understand how by default the sales order should always be set to "Take From Stock"?

4. [ ] Process Steps Do you know where to set these up?

5. [ ] Resource Have you added the process steps to a resource?

6. [ ] Defining Capacity Can you defined the capacity for a resource?

7. [ ] Allocating Processes Have you defined your process steps?

8. [ ] Total Capacity Where does your total capacity for the floor display?

9. [ ] Manufactured Product Where do you start the creation of a Bill Of Materials (BOM)?

10. [ ] Creating A Wagon Have you worked through the process of creating a wagon in your sample database?

11.[ ] Fixed Sell What effect is there by defining the sell price for the BOM?

12.[ ] Floating Price What effect is there by not defining the sell price for the BOM?

13.[ ] Tree Strcuture How do you view the tree structure for this Bill Of Materials?

14.[ ] Must Have Process Which line must always have a Process assigned to it?

15.[ ] Duration Where do you define the time lines for each product for each process?

16.[ ] Sequence What effect is there by defining sequences?

17.[ ] Adding Branches How do you add a branch to the BOM?

18.[ ] Assigning Steps How do you add a process step to the sub branches?

19.[ ] Input Types What is the default setting for most input types?

20.[ ] Creating Choices What input type allows the user to make choices when selling the BOM?

21.[ ] Set The Default How do you set the default sales choice, if using an "Option" input type?

22.[ ] Reduced Tree Why is the tree reduced when displayed on the Sales Order?

23.[ ] Sales Options Why is this done, focusing on manufacturing needs and sales choices?

24.[ ] Loading Costs Where do the cost values load from in the BOM?

25.[ ] Building For Stock Which option on the sales order creates an internal order for stock only?

26.[ ] Customer Build How do you build a product to order?

27.[ ] Stock or Manufacture How do you create a pop-up to allow a choice of Manufacture or take from stock?

28.[ ] Pricing Based on Choice How do you have choices within the BOM, from a Sales Order determine the price on the Sales Order?

29.[ ] Hide Pop-up Why do we stronely recommend to hide the manufacture Pop-up screen?

30.[ ] Orders From Stock Why do we stronely recommend to use the Orders From Stock screen?

31[ ] Choose to Build or Not Which screen would the factory manager generally work from for managing the stock floor?

32.[ ] Change SO Status How do you make this choice from a Sales Order?

33.[ ] Simple Completion How do you do this from the Orders From Stock Screen?

34.[ ] Finalise From Production How do you do this from the Production Job Status Screen?

35.[ ] Displaying Capacity Where do I display my shop floor capacity?

36.[ ] Drag and Drop Can you move process times for jobs using just the mouse?

37.[ ] Auto Schedule Where can you auto load all the jobs waiting to be scheduled?

38.[ ] Filtering Capacity Can you reduce the capacity planner to display just a single customer or a single resource?

39.[ ] Stages Can you flag as started the schedule, for just one job or resource?

40.[ ] Production Worksheet Can you produce a production worksheet for just one job or resource?

41.[ ] Production Job Status Can you see the same, but in a easy to view version, in the production Job Status screen?

42.[ ] Ordering Products Where do you go to see what products you need to keep production on schedule?

43.[ ] Producing Purchase Orders How do you create purchase orders from the Production Parts Status list?

44.[ ] Finalising an Order How do you complete a job and convert it to an Invoice or complete an internal order for stock?

Notes: Are there any aspects in this area that more training would be useful?

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