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== Overview ==
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== Overview ==
  
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Manufacturing Training  
Manufacturing Training
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 +
<br>
  
 +
<br> Company:___________________________ Signed:____________________________
  
 +
Name:___________________ Position:______________ Date: _____________
  
Company:___________________________      Signed:____________________________
+
Trainee to complete: Please tick
  
Name:___________________    Position:______________     Date: _____________
 
  
Trainee to complete:  Please tick
 
  
  1. [   ]   Preferences
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1. [ ] Preferences Have you set the company preferences for Manufacturing?
Have you set the company preferences for Manufacturing?
+
  
  2. [   ]   Weeks to Display
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2. [ ] Weeks to Display Have you defined how many weeks in advance that you wish to display the calender?
Have you defined how many weeks in advance that you wish to display the calender?  
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  3. [   ]   Product Source
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3. [ ] Product Source Do you understand how by default the sales order should always be set to "Take From Stock"?
Do you understand how by default the sales order should always be set to "Take From Stock"?  
+
  
  4. [   ]   Process Steps
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4. [ ] Process Steps Do you know where to set these up?
Do you know where to set these up?
+
  
  5. [   ]   Resource
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5. [ ] Resource Have you added the process steps to a resource?
Have you added the process steps to a resource?  
+
  
  6. [   ]   Defining Capacity
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6. [ ] Defining Capacity Can you defined the capacity for a resource?
Can you defined the capacity for a resource?  
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  7. [   ]   Allocating Processes
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7. [ ] Allocating Processes Have you defined your process steps?
Have you defined your process steps?  
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  8. [   ]   Total Capacity
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8. [ ] Total Capacity Where does your total capacity for the floor display?
Where does your total capacity for the floor display?  
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  9. [   ]   Manufactured Product
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9. [ ] Manufactured Product Where do you start the creation of a Bill Of Materials (BOM)?
Where do you start the creation of a Bill Of Materials (BOM)?  
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10. [   ] Creating A Wagon
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10. [ ] Creating A Wagon Have you worked through the process of creating a wagon in your sample database?
Have you worked through the process of creating a wagon in your sample database?  
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11.[   ]   Fixed Sell
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11.[ ] Fixed Sell What effect is there by defining the sell price for the BOM?
What effect is there by defining the sell price for the BOM?
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12.[   ]   Floating Price
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12.[ ] Floating Price What effect is there by not defining the sell price for the BOM?
What effect is there by not defining the sell price for the BOM?
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13.[   ]   Tree Strcuture
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13.[ ] Tree Strcuture How do you view the tree structure for this Bill Of Materials?
How do you view the tree structure for this Bill Of Materials?
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14.[   ]   Must Have Process
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14.[ ] Must Have Process Which line must always have a Process assigned to it?
Which line must always have a Process assigned to it?
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15.[   ]   Duration
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15.[ ] Duration Where do you define the time lines for each product for each process?
Where do you define the time lines for each product for each process?
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16.[   ]   Sequence
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16.[ ] Sequence What effect is there by defining sequences?
What effect is there by defining sequences?
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17.[   ]   Adding Branches
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17.[ ] Adding Branches How do you add a branch to the BOM?
How do you add a branch to the BOM?
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18.[   ]   Assigning Steps
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18.[ ] Assigning Steps How do you add a process step to the sub branches?
How do you add a process step to the sub branches?
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19.[   ]   Input Types
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19.[ ] Input Types What is the default setting for most input types?
What is the default setting for most input types?
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20.[   ]   Creating Choices
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20.[ ] Creating Choices What input type allows the user to make choices when selling the BOM?
What input type allows the user to make choices when selling the BOM?
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21.[   ]   Set The Default
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21.[ ] Set The Default How do you set the default sales choice, if using an "Option" input type?
How do you set the default sales choice, if using an "Option" input type?
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22.[   ]   Reduced Tree
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22.[ ] Reduced Tree Why is the tree reduced when displayed on the Sales Order?
Why is the tree reduced when displayed on the Sales Order?
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23.[   ]   Sales Options
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23.[ ] Sales Options Why is this done, focusing on manufacturing needs and sales choices?
Why is this done, focusing on manufacturing needs and sales choices?
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24.[   ]   Loading Costs
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24.[ ] Loading Costs Where do the cost values load from in the BOM?
Where do the cost values load from in the BOM?
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25.[   ]   Building For Stock
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25.[ ] Building For Stock Which option on the sales order creates an internal order for stock only?
Which option on the sales order creates an internal order for stock only?
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26.[   ]   Customer Build
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26.[ ] Customer Build How do you build a product to order?
How do you build a product to order?
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27.[   ]   Stock or Manufacture
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27.[ ] Stock or Manufacture How do you create a pop-up to allow a choice of Manufacture or take from stock?
How do you create a pop-up to allow a choice of Manufacture or take from stock?
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28.[   ]   Pricing Based on Choice
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28.[ ] Pricing Based on Choice How do you have choices within the BOM, from a Sales Order determine the price on the Sales Order?
How do you have choices within the BOM, from a Sales Order determine the price on the Sales Order?
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29.[   ]   Hide Pop-up
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29.[ ] Hide Pop-up Why do we stronely recommend to hide the manufacture Pop-up screen?
Why do we stronely recommend to hide the manufacture Pop-up screen?
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30.[   ]   Orders From Stock
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30.[ ] Orders From Stock Why do we stronely recommend to use the Orders From Stock screen?
Why do we stronely recommend to use the Orders From Stock screen?
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31[   ]   Choose to Build or Not
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31[ ] Choose to Build or Not Which screen would the factory manager generally work from for managing the stock floor?
Which screen would the factory manager generally work from for managing the stock floor?
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32.[   ]   Change SO Status
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32.[ ] Change SO Status How do you make this choice from a Sales Order?
How do you make this choice from a Sales Order?
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33.[   ]   Simple Completion
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33.[ ] Simple Completion How do you do this from the Orders From Stock Screen?
How do you do this from the Orders From Stock Screen?
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34.[   ]   Finalise From Production
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34.[ ] Finalise From Production How do you do this from the Production Job Status Screen?
How do you do this from the Production Job Status Screen?
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35.[   ]   Displaying Capacity
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35.[ ] Displaying Capacity Where do I display my shop floor capacity?
Where do I display my shop floor capacity?
+
  
36.[   ]   Drag and Drop
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36.[ ] Drag and Drop Can you move process times for jobs using just the mouse?
Can you move process times for jobs using just the mouse?
+
  
37.[   ]   Auto Schedule
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37.[ ] Auto Schedule Where can you auto load all the jobs waiting to be scheduled?
Where can you auto load all the jobs waiting to be scheduled?
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38.[   ]   Filtering Capacity
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38.[ ] Filtering Capacity Can you reduce the capacity planner to display just a single customer or a single resource?
Can you reduce the capacity planner to display just a single customer or a single resource?
+
  
39.[   ]   Stages
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39.[ ] Stages Can you flag as started the schedule, for just one job or resource?
Can you flag as started the schedule, for just one job or resource?
+
  
40.[   ]   Production Worksheet
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40.[ ] Production Worksheet Can you produce a production worksheet for just one job or resource?
Can you produce a production worksheet for just one job or resource?
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41.[   ]   Production Job Status
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41.[ ] Production Job Status Can you see the same, but in a easy to view version, in the production Job Status screen?
Can you see the same, but in a easy to view version, in the production Job Status screen?
+
  
42.[   ]   Ordering Products
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42.[ ] Ordering Products Where do you go to see what products you need to keep production on schedule?
Where do you go to see what products you need to keep production on schedule?
+
  
43.[   ]   Producing Purchase Orders
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43.[ ] Producing Purchase Orders How do you create purchase orders from the Production Parts Status list?
How do you create purchase orders from the Production Parts Status list?
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44.[   ]   Finalising an Order
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44.[ ] Finalising an Order How do you complete a job and convert it to an Invoice or complete an internal order for stock?
How do you complete a job and convert it to an Invoice or complete an internal order for stock?
+
  
 +
<br> Notes: Are there any aspects in this area that more training would be useful?
  
Notes:
+
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
Are there any aspects in this area that more training would be useful?
+
 
+
_____________________________________________
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_____________________________________________
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_____________________________________________
+
_____________________________________________
+
_____________________________________________
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_____________________________________________
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_____________________________________________
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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?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________