Content for Infor LN 10.5 Operations

Transcription

1 Content for Infor LN 10.5 Operations Production Planner Master Data Setup (Resources) 1. Creating a Department 2. Creating a Work Center - updated 3. Creating a Machine- updated 4. Creating a Task 5. Creating Task Relationships Routing 1. Creating a Routing- updated 2. Creating Routing Operations 3. Creating a Routing Text 4. Modifying the Routing Bill of Material 1. Creating a Bill of Material- updated 2. Printing a Bill of Material- updated 3. Viewing BOM and Routing of an Item Through Graphic Browser Framework 4. Modifying BOM and Routing for an Item & Checking the Updated Details Copy Project Structure 1. Copy Standard Product Structure to Customized Structure 2. Copy Customized Product Structure to Customized Structure Item Data 1. Creating a New Item - updated 2. Defining Item Codes by Item Code System- updated 3. Viewing the Purchase Business Partner for an Item- updated Conversion Factors 1. Setup Conversion Factors for Different Units Used

2 Content for Infor LN 10.4 Operations Warehouse Management SIC 1. Viewing Warehouse Item Data- updated 2. Viewing Warehouse Item Inventory & Planned Inventory Transactionsupdated 1. Generate Order Advice SIC 2. View, Confirm and Transfer the Production Order Advice 3. Generate Order Advice for Purchase Orders 4. View, Confirm and Transfer the Purchase Order Advice Subcontracting 1. Subcontracting Rates 2. Subcontract Operations 3. Generating Subcontracting Purchase Order 4. Viewing Subcontracted Operations by Order 5. Subcontracted Operations by Subcontractor Production Order 1. Creating a Production Order, Manually- updated 2. Revise & Reprocess the Production Order- updated 3. View the Inventory in Detail for Each Item- updated 4. Printing Production Order Documents 5. Releasing Production Orders 6. Initiating an Inventory Issue Master Planning 1. Initialize, Roll and Update the Scenario for Master Planning 2. Entering Special Demand by Item 3. Generate Master Planning 4. Reviewing the Item Master Plan- updated 5. Convert Master Plan to Planned Orders- updated Order Planning 1. Initialize, Roll and Update the Scenario for Order Planning 2. Generating Planned Production/Purchase Orders- updated 3. Confirming the Planned Orders 4. Transferring the Planned Orders 5. Viewing Item Order Plan 6. Review Exception Message Settings 7. Sample Assessment Production Planner

3 Purchase Agent Content for Infor LN 10.5 Operations Purchase Master Data 1. Creating a New User- updated 2. Defining Purchase Order Types Price Books 1. Defining Price Books- updated 2. Creating a Purchase Price Book- updated 3. Creating a Price Matrix Definition- updated 4. Defining Purchase Price Matrices- updated 5. Defining a Price Matrix Priority- updated Purchase Discounts 1. Defining a Discount Matrix 2. Defining a Discount Matrix Priority 3. Defining Purchase Line Discount Matrices Item Control 1. Creating a New Item General Session- updated 2. Entering Item Sales Data- updated 3. Entering Item Ordering Data- updated 4. Entering Item Planning Data- updated 5. Entering Production Item Data- updated 6. Entering Costing Item Data 7. Entering Purchase Item Data- updated 8. Entering Item Warehouse Data- updated Maintaining Purchase Item Data 1. Selecting the Buy-From Business Partner for a Purchase Item- updated 2. Entering Warehouse Item Data- updated 3. Entering a Conversion Factor 4. Maintaining Texts- updated

4 Content for Infor LN 10.4 Operations Purchase Requisition 1. Create Purchase Requisition- updated 2. Submitting a Purchase Requisition- updated 3. Approving Purchase Requisitions- updated 4. Converting/Generating to RFQ/PO- updated 5. Deleting Purchase Requisitions- updated Purchase Request for Quotation 1. Creating Purchase Request for Quotation- updated 2. Link Supplier(s) to Request for Quotation- updated 3. Printing the Request for Quotation- updated 4. Recording the RFQ Response Result- updated 5. Converting Quotation to Purchase Orders- updated Manual Purchase Order 1. Creating Manual Purchase Orders 2. Monitoring Purchase Orders 3. Approving Purchase Orders 4. Printing Purchase Orders 6. Releasing Purchase Order to Warehousing- updated 5. Receiving a Cost Item Statistical Inventory Control 1. Creating Purchase Order Advice 2. Confirming Purchase Order Advice 3. Transferring Purchase Order Advice Order Planning 1. Generate Planned Orders 2. Confirm Planned Orders 3. Transfer Planned Orders Subcontracting Orders 1. Generating Subcontracting Purchase Document 2. View Subcontracted Operations 3. Subcontracted Operations by Subcontractor 4. Defining Subcontracting Rates

5 Content for Infor LN 10.5 Operations Purchase Back Order 1. Identifying Purchase Back Order Including Potential Back Orders- updated 2. Drill down to Actual Purchase Orders and Receipts- updated 3. Confirming Purchase Back Orders- updated 4. Canceling Purchase Back Order Line- updated Purchase Monitor 1. Monitoring the Buyer Dashboard 2. Maintaining All Outstanding Purchase Orders 3. Comparing Net Price per Supplier 4. Making a Mass Change to Buyers per Item 5. Maintaining Price Simulator Process Purchase Receipts 1. Creating a Reminder for a Supplier 2. Creating a Purchase Order Receipt 3. Change Price and Discounts Details in Purchase Receipt- updated 4. Sample Assessment Purchase Agent

6 Content for Infor LN 10.4 Operations Sales Entry Admin Maintaining Sales Master Data 1. Create User Profile- updated 2. Create Hold Reasons 3. Define Business Competitors 4. Define Price Lists Additional Cost Sets 1. Defining Additional Cost Sets- updated 2. Linking Cost and Service Items to Cost Sets 3. Define Cost Set by Sales Price Lists and Sold to Business Partner- updated Sales Order Types 1. Defining Sales Order Types 2. Defining Change Types 3. Defining Change Reasons 4. Defining a Change Order Sequence Number Sales Order Templates 1. Create Template Group- updated 2. Create Template Group for Business Partner- updated 3. Create a New Template Item Sales Business Partner 1. Create Item Sales Text 2. Create Items - Sales Business Partner- updated 3. Create Item Code Systems Maintaining Customer Prices, Discounts and Promotions 1. Define Matrix Definitions- updated 2. Define Matrix Priorities 3. Define Price Book Codes- updated 4. Define Price Books - Lines- updated 5. Create Discount Schedule Codes 6. Create Discount Schedules 7. Create Discount Matrix Definitions 8. Define Matrix Priorities for Discounts 9. Create a Sales Line Discount Matrices

7 Content for Infor LN 10.5 Operations 10. Create Promotion Group 11. Create Promotions Discount Schedule Series 12. Define the Promotion and Exclusion Period 13. Create Matrix Definition 14. Create Matrix Priority 15. Create Line Promotion Matrix Sales Order 1. Create Sales Order 2. Approve the Sales Order- updated 3. Print Sales Order Acknowledgements/RMSs- updated 4. Approve and Automatically Release the Sales Order to Warehousingupdated 5. Release the Sales Orders to Invoicing Sales Order Quotation 1. Create New Quotation- updated 2. Entering Quotation Lines, Print, Confirm & Process Sales Quotationsupdated Managing Sales Backorders 1. Identify/Print Sales Back Orders- updated 2. Releasing Sales Back Orders - updated 3. Modifying the Sales Back Order- updated 4. Canceling a Sales Back Order- updated Change Prices and Discounts of Sales Invoice Lines 1. Change Prices and Discounts of Sales Invoice Lines- updated Sales Return Order 1. Creating a Sales Return Order Method 1- updated 2. Creating a Sales Return Order Method 2 Maintain Deliveries for Cost Items 1. Maintain Deliveries for Cost Items- updated 2. Sample Assessment - Sales Admin

8 Content for Infor LN 10.4 Operations Shop Floor Clerk Hours Accounting 1. Hours Accounting Production Orders- updated 2. Hours Accounting Machine Hours Entry- updated 3. Hours Accounting History- updated 4. Reporting Operations and Orders Completed- updated 5. Issuing Materials Processing a Production Order 1. Print Shortages by Production Order 2. Process Issue of Material for Production Orders 3. Process Material Shortages Reviewing and Closing a Production Order 1. Review Production Orders 2. Reset Production Order Status 3. Close Production Orders 4. Sample Assessment Shop Floor Clerk Shop Floor Dispatcher Production Order 1. Creating a Manual Production Order- updated 2. View Order-Related Documents for Printing- updated 3. Revise Production Order- updated 4. Reprocess Order after Revising- updated 5. View Inventory Details of Order- updated 6. Print Production Order Documents- updated 7. Release Production Order- updated Material Issue 1. View Material to be Issued for Production Order- updated 2. View Material Details and Planned Inventory Transaction for Production Order- updated 3. Initiate Inventory Issue

9 Content for Infor LN 10.5 Operations Processing a Production Order 1. Report Operation Complete 2. Report Production Order Complete Hours Accounting 1. Hours Accounting Production Orders- updated 2. Hours Accounting Machine Hours Entry- updated 3. Hours Accounting History- updated Reviewing and Closing a Production Order 1. Review Production Orders 2. Reset Production Order Status 3. Close Production Orders Production Scheduling 1. Work Center 360, Review Utilization by Week and Day- updated 2. View Order Data using the Graphical Planning Board 3. Shift Production Planning 4. Sample Assessment - Shop Floor Dispatcher

10 Content for Infor LN 10.4 Operations Warehouse Management Receiving Expected (Regular) Items 1. Creating a new Warehouse Receipt for an Expected (Regular) Item- updated 2. Confirming the Receipt for an Expected (Regular) Item- updated Receiving Unexpected Items 1. Creating a new Warehouse Receipt for an Unexpected Item 2. Verifying Receipt Information for an Unexpected Item 3. Confirming the Receipt Information for an Unexpected Item Receiving Corrections 1. Receive Corrections- updated Receiving Cost/Service Items 1. Creating a Receipt for a Cost Item- updated 2. Verifying Receipt Information- updated 3. Confirming the Cost/Service Receipt- updated Inbounding Inspection Process 1. Verifying Inspection for Item Business Partner- updated 2. Creating a Receipt for an Inspection Item- updated 3. Verifying Receipt Information for an Inspection Item- updated 4. Confirming the Receipt of an Inspection Item- updated 5. Inbound Items to Inspection Location- updated 6. Process Inspections 7. Approving/Rejecting Goods after Inspection 8. Destroy Quarantine Items 9. Accept Quarantine Items Assign Fixed Locations to Items 1. Assign Fixed Locations to Items- updated Inbound Processing 1. Generate Inbound Advice 2. Print Inbound Advice 3. Put Away Inbound Advice

11 Content for Infor LN 10.5 Operations Inventory Blocking 1. Warehouse Blocked Zones/Locations- updated 2. Global (Un)Block Zones/Locations- updated 3. (Un)Blocked Locations by Transaction- updated 4. Warehouse Location Item Blocked Inventory- updated 5. Item (Un)Blocked Stock Point by Transaction- updated 6. Global (Un)Block Stock Point- updated Outbound Processing 1. Picking 2. Freeze/Confirm Shipments/Loads 3. Viewing Open Shipments 4. Print Packing Slip 5. Confirm Load 6. Print Bills of Lading Inventory Movement 1. Simple Transfer 2. Time Delayed Transfer Cycle Counting and Inventory Adjustment 1. Cycle Counting- updated 2. Inventory Adjustment Warehouse Master Data 1. Create Warehouse 2. Update Warehouse in Warehousing Module 3. Create Warehouse Locations- updated 4. Fixed Locations by Item- updated User Profiles 1. Setting Up a User Profile Warehouse Order Types 1. Create a Warehousing Procedure and Link Order Type Activities- updated 2. Set Up Warehouse Order Type- updated 3. Define Default Order Types by Origin- updated 4. Sample Assessment Warehouse Management