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    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?