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Answers=
 
Answers=
[[1. New Supplier]]
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[[1. Preferences]]
[[2. Bank Details]]
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[[2. Weeks to Display]]
[[3. New Contact]]
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[[3. Product Status]]
[[4. Bill v Purchase Order]]
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[[4. Process Steps]]
[[5. Entering a Bill]]
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[[5. Resource]]
[[6. Last Account Used]]
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[[6. Defining Capacity]]
[[7. New Purchase Order]]
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[[7. Allocating Processes]]
[[8. Email PO]]
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[[8. Total Capacity]]
[[9. Back Order PO]]
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[[9. Manufactured Product]]
[[10. Back Order List]]
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[[10. Creating A Wagon]]
[[11. Receiving a PO]]
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[[11. Fixed Sell]]
[[12. Partially Receiving a PO]]
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[[12. Floating Price]]
[[13. Transaction Sequence]]
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[[13. Tree Structure]]
[[14. Entering an Invoice Number]]
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[[14. Must Have Process]]
[[15. Entire Process]]
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[[15. Duration]]
[[16. Approval Levels]]
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[[16. Sequence]]
[[17. Return Authority]]
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[[17. Adding Branches]]
[[18. Negative PO]]  
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[[18. Assigning Steps]]  
[[19. Account Credit]]
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[[19. Input Types]]
[[20. Smart Order]]
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[[20. Creating Choices]]
[[21. Automatic Smart Orders]]
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[[21. Set The Default]]
[[22. Staff Requests]]
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[[22. Reduced Tree]]
[[23. Merging Smart Orders]]
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[[23. Sales Options]]
[[24. Auto Create PO]]
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[[24. Loading Costs]]
[[25. Linking Sales to PO's]]
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[[25. Building For Stock]]
[[26. Requesting a Supplier Quote]]
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[[26. Customer Build]]
[[27. Expense Claims]]
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[[27. Stock or Manufacture]]
[[28. Pay a Supplier]]
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[[28. Pricing Based on Choice]]
[[29. Reimburse an Employee]]
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[[29. Hide Pop-up]]
 
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[[30. Orders From Stock]]
 
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[[31. Choose to Build or Not]]
 
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[[32. Change SO Status]]
 
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[[33. Simple Completion]]
 +
[[34. Finalize From Production]]
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[[35. Displaying Capacity]]
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[[36. Drag and Drop]]
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[[37. Auto Schedule]]
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[[38. Filtering Capacity]]
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[[39. Stages]]
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[[40. Production Worksheet]]
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[[41. Production Job Status]]
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[[42. Ordering Products]]
 +
[[43. Producing Purchase Orders]]
 +
[[44. Finalizing an Order]]
 
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== Overview  ==
 
== Overview  ==
  

Revision as of 08:14, 25 November 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 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 define 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 Structure - 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 to determine the price on the Sales Order?

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

30.[ ] Orders From Stock - Why do we strongly 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?