This
training day will be dedicated to Materials Management. We will cover all the
transactions necessary to complete buying and selling of Parts and Services, as
well as managing inventory.
Modules
and functionality to be covered during the day:
1) Inventory
a) Searching parts – various
methods
b) Part Number Details
c) Serialization and Lot
Control
d) Concept of Warehouse
Locations
e) Inventory updates
f)
Alternate
parts (Cross Reference parts)
g) History
h) Pricing and price tables
i)
Bill Of
Materials
j)
Imaging and
Multimedia
k) Physical Count
2) Customers
a) Customer File
b) Customer defaults
c) Contact management
d) Ship to, Bill to, Remit to
e) CRM Capabilities
f)
Financial Data
g) Performance& Surveys
3) Vendors
a) Vendor File
b) Vendor defaults
c) Contact management
d) Ship to, Bill to, Remit to
e) CRM Capabilities
f)
Financial Data
g) Vendor categories, dealers
and approved manufacturers
h) Performance& Surveys
4) Quotes
a) Entering quotes
b) Various line types
c) Phone order quotes
d) Importing parts list from a
file
e) Quantity/delivery
breakdowns
f)
Print quote
work sheet
5) Requests for Quotes (RFQ’S)
a) Sourcing Parts
b) Various methods of generating
Requests for Quotes
6) Sales Orders
a) Entering sales orders
b) Converting from other
documents
c) Entering delivery
breakdowns
d) Expediting
7) Purchase Orders
a) Entering purchase orders
b) Converting from other documents
c) Expediting
8) Pick Tickets
a) Generating Pick Tickets
b) Multi Sales Order pick
tickets
c) Packing slips
d) Packages and boxes
e) Various certificates
9) Receivers
a) Create Receivers and
Inspection forms
b) Inspection procedures
c) Stock updating
10) Sales Invoices
a) Generate Sales Orders
invoice
b) Generate Miscellaneous
Invoice
11) Purchase Invoices
a) Generate Receiver Invoice
b) Generate Miscellaneous
Invoice
12) Return Materials Authorization
(RMA)
a) Generate Return Material
Authorization forms
b) Different types of RMA
c) RMA Procedures
13) Claims
a) Generate Claims and Non
Conforming Material Report forms
b) Different types of Claims
c) Claim Procedures
14) Reports
a) Inventory reports
b) Sales Reports
c) Purchasing Reports
d) Management reports
Following is the training day’s schedule.
Please
note that the schedule includes sufficient instructor led, hands-on practice
sessions
TRAINING AGENDA:
|
09:30
10:30 |
General
introduction of Pentagon 2000 concept (instructor) |
|
|
|
|
10:00
10:15 |
Break |
|
|
|
|
10:15
12:00 |
Presentation
of Pentagon 2000SQL, running thru the entire sales cycle (instructor) |
|
|
|
|
12:00
13:00 |
Lunch Break
(will be provided) |
|
|
|
|
13:00
15:00 |
Hands on
practice on individual workstations (users) |
|
|
|
|
15:00
15:15 |
Break |
|
|
|
|
15:15
16:00 |
Hands on
practice on individual workstations (users) |
|
|
|
|
16:00
16:30 |
Wrap up
session, Questions and answers (instructor) |
|
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