Topics

Prism Modules, Resources, Locations, Inventory transactions, Shifts, Production Models, Prism Planning, Prism Costing, Schedules, Schedule transactions, and Period Close.

Topics

Standard Orders
Pricing, discounting & promotions/free goods
Revenue accruing
Taxing
Shipping lead time, automated calculation of ship date
Controlling backorders
Acknowledgment of delivery
Advanced invoicing

• Per order
• Per shipment
• Per sold to customer
• Customer line of business
• Invoicing options

Proforma invoices
Proper use of available codes to control reports

• Customer Class
• Marketing Resource Class
• Marketing Product Lines

Shipping and transportation codes

• Warehouse Regions
• Route codes
• Mode of transportation
• Geographical zones

Order types
Hold codes
Multiple currencies
Parent/customer/line of business hierarchy
Credit checking

• Standard by sold to customer
• Multi-level credit checking
• Customer across all companies
• Parent across all companies
• Customer Line of business

Topics

How Prism calculates material and capacity requirements from a variety of demands to create realistic recommendations to execute the Production Plan. Clear definition of the static and dynamic recommendations and their application that are generated by the differing Planning Run types. Exposing the myths that plague the performance of three out of four Planners of Materials and Capacity. Set up considerations required for the automated creation of Schedules and Purchase Orders. Simulations demonstrating the major role the Planning Module plays in short and long term capital and labor planning.

Topics

Prism reports and queries that are available, Approved Vendor feature, Buyer security, Non-Inventory resources, One-Time vendors, defaulting Standard Comments, Standard Charges, Standard Addresses, Quotations, Requisitions, Blanket PO’s, creating PO’s from Planning, vendor statistics, internal vendor comments, Purchase Price Variance, acceptable (3) way match variances (PO/Receipt/Invoice), freight carriers, purchasing lead times, vendor invoicing & updating to financials.

Topics

Prism reports and queries that are available, inventory transactions, cycle counting, inventory warehouses, inventory locations, inventory classification, inventory lots, lot tracing, shelf life.

Topics

Production Models

• Defines the role of the Production Model. Creation of Production Models.

Production Schedules

• Role of Schedules.
• Entering, Opening, maintaining, Completing and Closing Schedules.
• Reserving materials to satisfy requirements.
• Tracking operating performance against Schedules.

Production reporting

• All manufacturing transactions to report production.

Topics

Add, delete or split Schedules, maintain all phases of Schedules, point and click date changes, filtering of Schedules for multiple scheduler environment, extract of Schedule views, schedule blocks, automated schedule sequencing, automated forward loading, use of generic and specific resources, and view capacity and resource requirements across the Action Horizon. Quick Scheduler facilitates the ease of plant floor control.

Topics

Prism reports and queries that are available, Reservations and Pick list, Back orders, Shipping, over shipment tolerances, entering charges or discounts at shipping point, Ship Complete, verification of work.

Topics

How Financial Support works, Accounting Groups, Accounting Group Assignments, default hierarchies, creating General Ledger entries, and Flexible Account segments.

Topics

Application for Raw materials, WIP and Finished Goods
Automated transactions
Different types of specs

• Raw Materials
• Raw Material purchasing specs
• Pre purchase evaluation specs (New Vendor)
• Stability
• Manufacturing
• In-process product
• Inventory stability
• Rework analysis
• Customer specs
• Special customers spec and first time sales
• Pre sale test
• Returned goods

Clipboard forms for lab, entering readings, lab security, lab instructions, instrument use and calibration, reason codes, sample disposal control, user defined formula, C of A reporting, lot search inquiry for customer service, SQC reporting and extracting data, test procedure book, technician assignments.