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• Answers

1. New Supplier 2. Bank Details 3. New Contact 4. Bill v Purchase Order 5. Entering a Bill 6. Last Account Used 7. New Purchase Order 8. Email PO 9. Back Order PO 10. Back Order List 11. Receiving a PO 12. Partially Receiving a PO 13. Transaction Sequence 14. Entering an Invoice Number 15. Entire Process 16. Approval Levels 17. Return Authority 18. Negative PO 19. Account Credit 20. Smart Order 21. Automatic Smart Orders 22. Staff Requests 23. Merging Smart Orders 24. Auto Create PO 25. Linking Sales to PO's 26. Requesting a Supplier Quote 27. Expense Claims 28. Pay a Supplier 29. Reimburse an Employee

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?