Brown Bag Role Based Logistics
Classes
TriNET has been delivering Baan education for 11years and have expanded our education services. We now offer role based Baan Education. We are calling them Brown Bag Classes designed to be 2 hours, on-line, over an extended lunch to help employees get up to speed on their roles in Baan.
TriNET will provide nine logistics and six finance role based classes every week from 11:00am to 1:00pm CDT and 11:30am to 1:30pm PDT, Monday through Friday. The Classes will be provided in a live on-line format and the attendees can choose between VoIP and phone conferencing. Each class is $250.00
Monday
11:00am to 1:00pm CDT
11:30am to 1:30pm PDT
Navigation, Common Data, Logistics Tables, Items, Bills, Routings
Tuesday
11:00am to 1:00pm CDT
Warehousing, Inventory Control, Shipping and Receiving
11:30am to 1:30pm PDT
How to use Master Planning (MPS) with Rough Cut Critical Material and Work Centers
Wednesday
11:00am to 1:00pm CDT
How to use Material Requirements Planning (MRP)
11:30am to 1:30pm PDT
How to use Statistical Inventory Control (SIC)
Thursday
11:00am to 1:00pm CDT
How to use Replenishment and Distribution Requirement Planning (DRP)
11:30am to 1:30pm PDT
Controlling the Shop Floor using Discrete (SFC) and Repetitive (RPT) Manufacturing
Friday
11:00am to 1:00pm CDT
Purchase Control, Contracts and Quotes
11:30am to 1:30pm PDT
Sales Control, Contracts, Quote and Margin
Navigation, Common Data,
Logistics Tables, Items, Bills,
Routings
Navigation Topics
- Navigation terminology
- Tool Bar Menu Icons and what they mean and how to use them
- Setting Defaults for printing reports
- Using an Inquiry to search by specific fields
- Using Find
- Using HELP and hyperlinks
- Use Run Program for quick access to a session
- Purpose of the Information bar
- Coding methodology for sessions and tables.
Warehousing, Inventory
Control, Shipping and Receiving
The ability to assign specific storage locations to items is called location control. Location control provides controls over the locations and conditions where items are stored.
The decision to define locations in a warehouse; however, is on a warehouse by warehouse basis. In fact, it is possible to implement ILC and not define any locations in any warehouse. BaanERP also has an option to have warehouses with no locations (4 wall inventory concept) for warehouses that have minimal number of items stored in it.
Class Topics
- Creating and using warehouses
- Negative inventory
- Inventory adjustments
- Defining locations
- Using fixed locations
- Blocking locations and items
- Putaway using Inbound Advice
- Issuing / picking using Outbound Advice and hard allocations
- Generating Cycle Count orders
- Shipping and Receiving processes
- Purchase receipts and inspection processes
- Transactions history
- Look up on hand inventory
- Warehouse Location Capacity
- Storage Conditions
- Inventory Analysis
- ABC Analysis
- Slow Moving Analysis
- Demand Forecast
- Economic Order Quantity
- Global Update of Inventory Parameters
How to use Master Planning
(MPS) with Rough Cut Critical
Material and Work Centers
The Master Production Scheduling (MPS) module is an integrated scheduling tool used to plan and control the flow of goods in a manufacturing company. MPS provides a greater degree of production and inventory control than Material Requirements Planning (MRP) or Statistical Inventory Control (SIC). MPS is typically used to plan purchasing and production for salable items and high-value/long lead time components. MPS is often called the main driver of the flow of goods.
Class Topics
- What MPS is and how it is used
- MPS features and limitations
- MPS procedural flow
- How to set up and maintain an MPS plan
- How MPS uses the company calendar
- How to interpret MPS output
- How to process Planned MPS orders
- Master Production Schedule (MPS)
- Plan Items
- Planning Bills of Materials
- Critical resources
- Available To Promise calculation
- Forecasting
- Rough Cut requirements
- MPS Order advice
- MPS Parameters
How to use Material
Requirements Planning (MRP)
MRP is primarily used to plan the time-phased movement of manufactured and purchased components. However, MRP does include additional capabilities and can be used for many applications. MRP plans the flow of manufactured and purchased items so that the right number of the right items are in the right place at the right time.
Class Topics
- Identify the order planning systems available in BaanERP
- Apply each of the systems in the best manner
- Understand BaanERP planning terminology
- Set order parameters and control data
- Understand order generation logic
- How MRP uses the company calendar
- Forecasting
- Interpret order advice (planned orders)
- Apply order maintenance and processing techniques
- MRP sales forecast
- Material requirements planning
- Planned MRP purchase orders
- Planned MRP production orders
- Rescheduling/exception messages
- Capacity requirements planning
How to use Statistical
Inventory Control (SIC)
Statistical Inventory Control (SIC) is an order system in BaanERP that generates planned order advice to replenish inventory. SIC uses defined mathematical formulas to determine when to order and the quantity to order. SIC uses Min / Max and Reorder Point planning techniques. BaanERP assumes on hand and on order is part of the on hand. The reason for this is typically you buy your SIC (hardware for example) items from a local distributor and not from someone in another part of the country or world. Thus, the items are only a phone call away.
Class Topics
- SIC planning terminology
- Understand calculations for the four order methods
- How order parameters affect order calculations
- How the planning horizon affects order generation
- How forecasts are used to determine demand
- How SIC uses the company calendar
- Order maintenance and processing techniques
- Plan INV orders using any combination of order method and order parameters
- Plan INV orders by warehouse
- Maintain order parameters
- Forecasting
- Maintain, confirm and transfer planned orders
How to use Replenishment and
Distribution Requirement
Planning (DRP)
Replenishment (RPL)
The purpose of RPL is to facilitate and control the transfer of goods from one warehouse to another.
In large warehouses, RPL can be used to transfer goods from one location to another, although the system is designed for transfer between warehouses. RPL allows you to see inventory in transit when transfer does not occur automatically. RPL is different from transfers; the transfer process is immediate. RPL allows us not only to track inventory in transit, but also to account for losses, makes available documents such as picking list, packing slip, and bill of lading if needed.
Distribution Requirement Planning (DRP)
The DRP Module allows you to manage the distribution of goods between warehouses. By completing a distribution structure, you can use the system to generate recommended replenishment orders. Planning is critical. Only one logistical company can be used. If multi-site, you can have a BOD for each company, but,moving between companies will require sales/purchase order.
Class Topics
- Define RPL order types and steps
- Create RPL orders
- Print RPL order documents
- Deliver RPL orders
- Receive RPL orders
- Review RPL history
- Create DRP a bill of distribution
- Enter DRP sales forecasts by warehouse and item
- Generate, maintain, confirm, and transfer planned DRP orders
- Analyze DRP rescheduling and exception messages
- Print DRP Replenishment Order Goods in Transit
Controlling the Shop Floor
using Discrete (SFC) and
Repetitive (RPT) Manufacturing
Discrete
The manufacturing process of a company is followed by a procedure in the Production Control systems so that the action at the shop floor and the transaction in the system can match. The procedure for the execution of production orders varies from one manufacturing environment to another. The Shop Floor Control (SFC) module facilitates the execution of production orders. This includes creation of production orders, proper planning of production orders and the procedure related with the execution of these orders. The procedure, at macro level, consists of providing the necessary information through the help of various documents to people on the shop floor, recording all the transactions of issuing of the material, and receiving the finished product (manufactured item) into the warehouse. The time spent by a worker on a production order is also recorded so that the actual cost of a production order and the production efficiency can be obtained. This can be established by using the Hours Accounting (HRA) module
Class Topics
- The place and function of Production Order Control
- The place and function of Production Order Planning
- The place and function of Production Order Subcontracting
- The place and function of Production Order Material Issue
- The place and function of Production Order Costing
- The Production Order procedure
- The Hours Accounting Procedure
- Backflushing Materials and Labor
- Maintain default production order data.
- Enter a new production order into BaanERP.
- View a production order that already exists in BaanERP.
- Print/reprint production order documents.
- Release production orders.
- Perform an inquiry and print a report.
- Report orders complete, selectively and globally.
- Close production orders. Financial variances
- Hours Accounting Master Data
- Hours Budgets
- Hours Accounting History
- Parameters
Repetitive
The Repetitive Manufacturing (RPT) module facilitates production in a repetitive environment by providing production schedules. Typically, repetitive manufacturing is the production of discrete units in high volume. Repetitive is different than process, which uses batches and continuous flow. Production management is usually based on standard production rates.
Class Topics
- Understand Repetitive characteristics
- Define RPT data
- Understand material flow
- Understand scheduling areas
- Understand RPT production schedules and procedures
- Set parameters
- Understand how to report RPT production
- Understand how to backflush material and hours
- Characteristics
- Defining RPT data
- Parameters
- Processing RPT production orders
- Reporting production
- Backflushing
- Pull notes
- DRP linkages
Purchase Control, Contracts
and Quotes
The purchasing function is responsible for developing and maintaining relationships with suppliers and obtaining raw materials, components, subassemblies and finished goods that the business decides to purchase. Items that are normally manufactured by a business may be purchased or subcontracted to meet an unexpected demand because production capacity is not sufficient. The purchasing module supports a full range of purchasing activities, including:
- Purchase contracts (blanket orders) utilizing a delivery schedule for an active purchase contract states how many of an item will be delivered and when. Purchase contracts also allows purchase orders to be created from a contract which will become supply for MRP / MPS
- Purchase inquiries (quotes) is used to create and print RFQs and send them to various suppliers / vendors. You can enter the quotation results from those suppliers, which you receive answers to the RFQs. You can then compare the results, for example, the prices and discounts that are offered by your suppliers / vendors. After you select a quotation, you can copy the quotation data to a purchase contract or a purchase order.
Class Topics
- Create and print purchase orders
- Track a purchase order through the order process
- Create and use user defaults
- Using order type and steps
- Maintain and modify receipts
- Process claims
- Complete the inspection process
- Modify prices and discounts after recording receipts
- Print purchase invoices
- Process delivered purchase orders
- Display and print purchase order history
- The relationship between the PUR module and other modules
- Purchase order procedure options
- Return to supplier (RTV)
- Order types and order steps
- The creation of purchase orders
- Use of different parameter settings
- Defaults by user
- Various order copying options
- Purchase quotes and contracts
- Review fields
- Inquiry
- Contracts
- Purchase orders
Additional Purchase Control Features
Class Topics
- Track a sales order through the order process
- Create, print, process, and analyze purchase inquiries (quotes)
- Create, print, process, and analyze purchase contracts
- Copy accepted inquiries to purchase orders
- Create and process special order types
- Analyze a supplier’s ability to meet orders in a timely manner
Sales Control, Contracts, Quote
and Margin
The objective of Sales Order Entry is to record information when products are sold, such as: Customer information, Quantities, Items sold, Sales prices and discounts, Terms of sale and other information necessary to complete the sale. Sales order information will be used by many different departments within the company such as Planning, Production, Shipping, Accounts receivable and Sales and marketing. The Sales module supports a full range of sales activities
- Sales contract can be copied from an existing contract or entered manually. A contract acknowledgment can be printed and sent to the business partner. Progress data can be printed during the contract’s duration.
- Quotations can be created for standard, customized, and generic items. You can also create a quotation for a customized item of the Budget type.
- Margin control is used to ensure that sales are made with a satisfactory sales margin. The margin control process checks sales quotations and sales orders at time of order entry to determine whether the sales margin is satisfactory.
Class Topics
- Blocking
- Order types and order steps
- Defaults by user
- Margin Control
- Installment Invoicing
- Additional Costs and Cost Sets
- Back Orders
- Shipping Constraints
- Direct Delivery (Drop Ship)
- Track a sales order through the order process
- Return to customer (RGA)
- Review fields
- Contracts
- QuotesSales Orders