18 Manufacturing
From TrueERP wiki
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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