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PBS Manufacturing Basic Bundle Training Guide

1.    Intro - video: How to get started, what to expect and approach

a.    Planning – setting goals. Collecting information. 


2.    Installation – Assisted by Passport Software or Passport Partner


3.    Training

a.   Inventory Accounting Data Flow Overview – Outlines how information will flow through the system to aid
      the user in better understanding the overall approach.

      PDF - Detail of Inventory Costing Flow

 

b.    System Level Training

i.     Company file setup
ii.    Setting up Users in PBS Manufacturing 
iii.    Navigating PBS Manufacturing and using Lookups 
iv.    Printing Reports from Disk 
v.     Improve Efficiency with Options Menus 
vi.    Breakout 
vii.   MySet 


c.    Inventory Management/Product Definition

i.      Setting up IM, Control File - 1 

        Setting up IM, Control File - 2

ii.      Setting up the PD Control File 
iii.     Setting up IM, Master Information Files 
iv.     Creating Item Masters - 1

Creating Item Masters - 2

(Note: We have included a video here that brings this and topics from PD
together   for best practices - Video 1 above) It’s advised this is watched first. It    provides more detail on the item itself. 

v.      Creating Product Structures

1.    Maintaining them after the fact 

2.    Transient Items

vi.     Creating Work Centers 
vii.     Standard Operations for Routings 
viii.    Creating Routings

                1.    Advanced Scheduling in Routings - Overlapping Unique Tasks/Operations 
ix. 
    Rolling up Costs 
x.       Best Practice for Creating Manufactured Items/Bills/Routings - 1

 Best Practice for Creating Manufactured Items/Bills/Routings - 2

 Best Practice for Creating Manufactured Items/Bills/Routings - 3

xi.      Branch Warehouse Records – only needed if you are using multiple warehouses. 

                  1.  Introduction to multi-warehouse use with Basic setup.
xii.     Shop Orders

1.    Enter 
2.    Explode 
3.    Print Shop Traveler
4.    Close 
5.    Transacting (discuss two main approaches)

a.    Receive/Issue and Issue/Return 

xiii.    Inventory Transactions General

1.    Lot/Serialization Overview 
2.    Basic transactions – adjustments, shop order receipts, misc. trx. - 

xiv.    Closing the Period 
xv.      IM reporting

1.    Material Planning 
2.    Shop floor schedules 
3.    Dispositioning inventory (Inventory Availability) 
4.    Inventory history reporting

xvi.     PD Key Reports (includes the ones below)

1.    Costed summarized BOM
2.    Costed Item Routing
3.    Single Level/indented BOM (single level BOM display is done for GUI)
4.    Where Used

xvii.     How to

1.    Material Planning in IM 
2.    Rescheduling Shop Orders 
3.    Changing Materials for a Shop Order 
4.    Can I build it (Shop Orders) 


d.    Purchasing

i.      PP Control
ii.     Setting up PP Master Information 
iii.    Entering Orders 
iv.    Changing Orders 
v.     Printing orders 
vi.    Item Sources

vii.   Receiving Inventory Against Purchase Orders
viii.  Processing PO Invoices 
ix.    Closing Orders 
x.     Key Reports in PP 
xi.    Closing the Period

 
e.    Customer Order Processing

i.       Setting up CO Control File 
ii.      Setting up CO Master Information

iii.     Custom Forms in CO
iv.     Setting up Ship-to Addresses 
v.      Special Pricing Setup 
vi.     Maintaining Pricing once set up 
vii.    Entering Orders 
viii.   Customer Part # Cross References 
ix.     Standard Certifications
ix.     Forms General - Training video content will be added in the near future.

x.      Billing 

1.    Select and Cancel 
2.    Billing Edit List 
3.    Print/Post
4.    Immediate Invoices

 xi.      Key Reports in CO (two videos)

1.    General Reports 
2.    PTD Orders and Sales


4. General training topics to help you get the most out of your system: 

-    Leveraging the SQL Version of PBS Manufacturing

o    Excel Pivot Tables Introduction 
o    How to use Query Builder 
o    Building a Reporting Tool in MS Access – Multi part series taking you through
     building a reporting DB that can be shared and used by many. 

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