Video Training Courses

Transcription

1 Video Training Courses (as of June 27, 2007) The following video training courses are located in the Downloads area of the online support center and are available to companies with support subscriptions. System Hands-On Training Course Lesson 1 Product Setup Lesson 2 Order Entry Lesson 3 Planning Lesson 4 Purchasing Lesson 5 Job Processing Lesson 6 Picking, Shipping, & Invoicing Lesson 7 Cust Payments Lesson 8 Supplier Invoices & Payments Workflow Demos Brief SO Workflow Make Job Workflow PO Workflow Forms Customization Introduction Adding a Data Field Saving/Renaming Procedures Adding User-Defined Fields Adding a Logo Adding Barcodes Update Procedures for Customized Forms Inventory Inventory Setup Item Categories Stock Locations Stock Classes Import Phase 1 Import Phase 2 Manufacturing Startup Import or Stock Count? Stock Qty Import Reconcile Inventory Value Inventory Costing Stock Receipts Stock Issues to Jobs Picking, Shipping, & Invoicing Stock Adjustments Stock Counts Negative Stock Stock Locations Tracking Characteristics Change Inventory Costs Inventory Value Report Reconcile Book Values Transaction Listings Video Training Courses 1

2 Bills of Material BOM Import Components Spreadsheet Routings Spreadsheet Spreadsheet Merge Data Import BOM Defaults Methods Routings Outputs Manufacturers References Formulas Batch Size Rollup Progress Phantom Assemblies Line Item Brackets Fixed or Variable Scrap % From / Thru Dates Seq-Stage Work Centers & Machines Inside Work Centers Subcontract Work Centers Machines New BOM Entry New BOM BOM Copy Method Copy Default Method Phantom MTO Bills of Material (Cont.) Routing Entry Proper Use Routing Stages Seq-Stage Work Center & Machine Setup Cycle Times No of Persons Days to Next Trxn Type Notes & Tasks Subcontract Sequences Components Entry Line No Type Subassemblies Speed Entry Estimated Costs Decimal Places Purchased Item Costs Descriptor Costs Setup Cost Labor Cost Fixed Overhead Cost Variable Overhead Cost Subcontract Service Cost Miscellaneous Cost Cost Rollup Methods Rollup Secondary Output Costs Estimated Margins Non-Stock Purchases 2 Video Training Courses

3 Sales Customer Setup Customer Types Contact Types Sales Regions Sales Rep Types Sales Reps Commission Codes Lead Sources Payment Terms Ship Methods Ship Zones New Customer Entry Delivery Addresses Credit Checking Third Party Billing Forms Customer Import Spreadsheet Creation Spreadsheet Edit Spreadsheet Import Delivery Addresses Import Base Prices of base prices Base price entry Quantity price breaks Mass price change Gross margin analysis Printing a price list Price Levels of price levels Price level setup Assigning to customers Discounts Assigning Discount Rates Quantity Discounts Assigning to Customers Sales (Cont.) Contract Pricing Contract Price Entry Make Jobs Job Costing Estimated Job Costs Job Issues Costing Buy-for-Job Costing Job Labor Costing Job Overhead Costing Job Receipts Cost Basis Job Receipt Costing Multiple Output Costing Backflushing Closed Job WIP Costing Job Cost Inquiry Job Transactions Report WIP Value Report Purchasing Supplier Setup Supplier Types Contact Types Supplier Regions Payment Terms New Supplier Entry Forms GL Account Supplier Import Spreadsheet Creation Spreadsheet Edit Data Import Video Training Courses 3

4 Manufacturing Ledger Mfg Ledger Overview What is it used for? How does it work? Why use it? Startup Solution Which AR? Payroll Is there double entry? Mfg Ledger Setup Mfg Ledger Activation Accounting Periods Account Structure Mfg Ledger Defaults GL Transfer Defaults Account Entry Inventory Accounts Sales & Service Accounts Make Job Accounts Purchasing Accounts Transfer Accounts AR Accounts QuickBooks GL General Ledger General Ledger Startup Mfg Ledger or GL? General Ledger Activation Accounting Periods Account Structure General Ledger Defaults Account Classes & Groups Account Entry Account Assignments Inventory Accounts Sales & Service Accounts Make Job Accounts Direct Labor Accounts Overhead Accounts Purchasing Accounts AR Accounts AP Accounts Banking Accounts Earnings Accounts Payroll Accounts ML to GL Transition GL Cutover Day Mfg Ledger Daily Tasks Batch Posting Audit Trail AR Transfer Bank Deposits AP Transfer Mfg Ledger Period End Tasks Closing a Period GL Transfer 4 Video Training Courses

5 Banking Banking Bank Account Types Bank Accounts GL Startup Bank Deposit Slips Account Transfer Recon Getting Started Recon Interest Income Recon Bank Charges Recon Matching Recon Reversing Bank Balances Inquiry Misc Menu Tax Setup Tax System Tax Authorities Tax Codes Tax Group Matrix Tax Defaults Item & Descriptor Settings Customer Settings Supplier Settings Video Training Courses 5