Getting Started. With Exact for Manufacturing, Standard. Exact US LLC 3600 American Blvd W Bloomington, MN United States

Transcription

1 Getting Started With Exact fr Manufacturing, Standard Exact US LLC 3600 American Blvd W Blmingtn, MN United States T all deliveries, transactins, services and licensing the Exact General Terms and Cnditins apply, which are filed with the CC Haaglanden. A cpy will be sent t yu upn request r can be dwnladed frm

2 1 Cnsulting Summary Fr a successful and impactful implementatin f Exact fr Manufacturing Standard, we recmmend cnsultatins t help yur shp successfully execute the fllwing day-t-day tasks: Successfully Navigate thrugh the system Track Opprtunities and Qutes thrugh CRM Generate Sales Orders and Shp Orders Generate Sales Invices Manage and Maintain Inventry Enter Bills Of Material with Full Ruting Enter and Receive Purchase Orders Track Time and Materials t a Shp Order Deliver and Return Orders Wrk with Order and/r Stck Driven Demand Planning Timely Implementatin With ver 30 years f experience, Exact has perfected the ERP implementatin prcess t train and prepare ur custmers fr launch. Our structured implementatin prcess encmpasses ne n ne cnsulting, emplyee training, n-site setup and cntinuus nline training and supprt t ensure yur business gets the mst ut f Exact fr Manufacturing. If yur sftware is nt implemented in a timely manner, yu risk underutilizing the sftware and a decreased ROI. ONLY PAY FOR WHAT YOU USE Every business is unique, and while the recmmended cnsulting sessins are adequate fr many shps, sme rganizatins may require mre r less hurs. Yu may als need sessins t discuss scenaris r prcedures specific t yu. Fr this reasn we nly bill custmers based n the hurs scheduled. CONSULTING SESSIONS Settings & Master Data Review Master Data Imprts CRM Opprtunities t Quting t Sales Orders Item Management and Shp Orders Material Management, Shipping & Receiving Accunting Part 1: Creating Accunting Recrds Accunting Part 2: End f Mnth: Reviews, Summaries & Dashbards Capstne: Effectively Navigating Exact Manufacturing Layut Maintenance Pst Launch Review Custmer Defined Tpics 6 hurs allcated 4 hurs allcated 6 hurs allcated All sessins after Master Data Imprts call can be cmbined int 3 days f nsite cnsulting vs multiple remte sessins. Related travel expenses are billed t the custmer at actual csts.

3 2 SESSION: Settings & Master Data Review, Imprts 2 hur remte sessin Prerequisites: Nne Recmmended participants Owner/Decisin Maker, Accuntant, and Internal Exact Prject Manager After this sessin yu will be able t: Navigate the Master Data and Settings, Mdify yur Settings, Create Master Data recrds, and add yur data t Excel spreadsheets Agenda Users with Rles & Rights Cmpany settings Jurnals General Ledger Accunts Opening Balance Warehuse Terms Item Grups & Assrtments Units f measure Accunts Items Prductin Areas Wrk Centers Operatins Subcntract peratin/items Spreadsheets Custmer hmewrk: After this call, please: Enter financial master recrds Select yur default settings including defining the apprpriate accunts under financials Gather nn-financial (Items, Wrk Centers, Custmers, Vendrs, etc.) master data fr imprt

4 1 SESSION: Master Data Imprts 6 hurs allcated Recmmended participants Internal Exact Prject Manager Yur Exact Manufacturing Cnsultant will either walk yu thrugh hw t imprt master recrds yurself, r they will imprt the data yu prvide in Excel r CSV frmat n yur behalf. Cmplete imprtatin f apprpriate recrds. Examples include: Custmers Suppliers Items (materials) G/L Accunts & G/L accunt classificatins Wrk Centers Operatins Custmer hmewrk: The custmer and cnsultant will wrk tgether t decide what, if any, recrds need t be entered via the imprt prcess. Fr thse that d, the custmer must enter the data nt spreadsheets that are either prvided by the cnsultant r pulled frm Exact Manufacturing. Once cmpleted, either the custmer r cnsultant will imprt the data. SESSION: CRM Opprtunities t Quting t Sales Orders 2 hurs remte Prerequisites: Settings & Master Data Review Recmmended participants Internal Exact Prject Manager and Sales After this sessin yu will be able t: Create and maintain a CRM pprtunity Create and revise a qute Create a sales rder frm a qute r standalne CRM Quting Creating pprtunities Updating pprtunities Cnverting an pprtunity t a qute Quick quting Detailed/system assisted quting Multiple quantity qutes Order prcessing Creating sales rders Custmer hmewrk: Practice creating pprtunities, qutes, and sales rders

5 2 SESSION: Item Management and Shp Orders 2 hur remte Prerequisites: CRM Opprtunities t Quting t Sales Orders Recmmended participants Internal Exact Prject Manager and Shp Management After this sessin yu will be able t: Create and mdify and item Create and mdify a BOM Create and mdify a shp rder Prcess a shp rder thrugh the manufacturing prcess Item creatin Detailed explanatin f item prperties Discussin f pricing fields Creating Bills f Material (BOMs) fr "make" items Creating a qute fr an item with a BOM Shp rders Creating a shp rder frm a sales rder Creating a shp rder fr stck Picking materials t a shp rder Recrding time fr a shp rder Finishing parts in a shp rder Shipping a shp rder Custmer hmewrk: Practice creating items with and withut BOMs and shp rders SESSION: Material Management, Shipping & Receiving 2 hur remte Prerequisites: Item Management and Shp Orders Recmmended participants Internal Exact Prject Manager, Purchasing, Shipping and Materials Management After this sessin yu will be able t: Order and receive materials Issue materials t shp rders Manage inventry Material management Create and receive purchase rders Issue material frm stck t shp rders Inventry screens and reprts Demand planning Stck psitins Create a Pick List Pick reversals Shipping Orders Shipping Prcessing a return Custmer hmewrk: Run sample rders, pprtunity t shipment, thrugh Exact fr Manufacturing

6 3 SESSION: Accunting Part 1: Creating Accunting Recrds 2 hur remte Prerequisites: Settings & Master Data and cmpleted entry f Financial Master Recrds Recmmended participants Internal Exact Prject Manager Accuntant, and Bkkeeper After this sessin yu will be able t: Enter yur beginning balances int Exact fr Manufacturing Prcess A/R Prcess A/P Take Shp Orders frm manufacturing thrugh sales prcess GL startup Discuss GL startup entries fr financial transactins Walkthrugh creating Accunts Receivable recrds/transactins A/R Invice A/R Credit Mem A/R Receiving Cash Walkthrugh creating Accunts Payable recrds/transactins A/P Invice A/P Credit A/P Checks General Ledger Entries Create Jurnal Entries fr individual, recurring r reversal transactins Custmer hmewrk: Practice generating invices, credit mems, and prcessing bth incming and utging payments. SESSION: Accunting Part 2: End f Mnth: Reviews, Summaries & Dashbards 2 hur remte Prerequisites: Exact Manufacturing Accunting: Part 1 Recmmended participants Internal Exact Prject Manager, Accuntant, and Bkkeeper After this sessin yu will be able t: Perfrm a Bank Recnciliatin Clse Perids and Years Review yur cashflw and the financial dashbards Bank recnciliatin This prcess can be dne manually r the bank statements can be imprted Clsing perids Cashflw Financial dashbard Custmer hmewrk: Practice bank recnciliatin, clsing and repening financial perids and financial dashbard navigatin

7 4 CAPSTONE: Effectively Navigating Exact fr Manufacturing 2 hur remte Prerequisites: All ther Grup Sessins and active use f Exact fr Manufacturing Recmmended participants Internal Exact Prject Manager, All Exact fr Manufacturing Pwer Users After this sessin yu will be able t effectively utilize Exact Manufacturing dashbards and prcess multiples entries in varius capacities Dashbards Prcessing multiple entries at nce: Gds receipts Gds delivery Issue materials Invicing Create shp rders fr sales rders Custmer hmewrk: Develp persnal methds fr fast navigatin and prcessing based n individual rles Layut Maintenance 4 hurs allcated Prerequisites: All ther Grup Sessins and active use f Exact fr Manufacturing Recmmended participants Internal Exact Prject Manager, Internal Resurce fr Layut Mdificatin After this sessin yu will be able t create, custmize and edit layuts fr varius frms thrughut Exact fr Manufacturing Editing existing layuts Cpying existing layuts Create new frm template Imprt/exprt layuts Custmer hmewrk: Identify layuts t be used by cmpany, and edit accrding t yur needs. Alternative: Yu can prvide mckups f yur preferred frmat and the Cnsultant can make the mdificatins fr yu (within the limitatins f the Layuts feature). This can be dne fr sme r all f yur layuts. Pst Launch Review 2 hur remte Prerequisites: All Grup Sessins and launch f G Live status Recmmended Participants: Internal Exact Prject Manager, All Exact Manufacturing Pwer Users Deliverables: This is a time t answer the questins that arise after real data is being generated within Exact Manufacturing Q&A Custmer hmewrk: Nne Custmer Defined Tpics 6 hurs allcated Prerequisites: Nne Recmmended Participants: Internal Exact Prject Manager, All Exact Manufacturing Pwer Users Example tpics: Business-specific prcesses r train specific grups n targeted skills (i.e. multi-level BOMs, Serial/Batch, etc.) Specific reprting questins r Cnsultant assistance with layut mdificatin Assistance with data imprt r time fr a Cnsultant t imprt yur data fr yu