Difference between revisions of "18 Manufacturing"
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Name:___________________ Position:______________ Date: _____________ | Name:___________________ Position:______________ Date: _____________ | ||
| − | Trainee to complete: Please tick | + | Trainee to complete: Please tick |
| + | <br> | ||
| + | 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? | |
| − | + | ||
| − | 44.[ ] Finalising an Order 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? | <br> Notes: Are there any aspects in this area that more training would be useful? | ||
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 14:23, 9 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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
