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== Overview ==
+
== 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?
 +
 
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________

Revision as of 14:48, 29 June 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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