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RMS/Teachkit is a trademark of MXB. PRMS is a trademark of SSA Global Technolgies.

PRMS Instructor Led Education

MXB www.Electriced.com 520-730-9956

RMS/Teachkitby MXB

Nothing less than the best PRMS education curriculum!

Each course is a comprehensive review of the subject including all supporting master files and functions. Each student will come away with a thorough understanding of the options available and the necessary steps to setup and implement the functions. Your future experts start here!

We bring a perspective developed over many years from participating in the development of PRMS through supporting a wide range of the user base. We haven't seen it all but we have seen a lot. Combined with the comprehensive RMS/Teachkit curriculum and the professionally developed student workbooks, this is a PRMS learning experience that has no equal.

If you plan on performing the education internally or are looking for an e-learning solution including a comprehensive reference and analysis tool, ask about RMSeLib.

Course Summary ____________________________________________________________2 MRP II Concepts & Evolution __________________________________________________4 PRMS Overview_____________________________________________________________5 Version 9 Enhancements ______________________________________________________7 PRMS Forecasting Workbench _________________________________________________9 PRMS Manufacturing Planning ________________________________________________10 PRMS Customer Order Processing______________________________________________12 PRMS Customer Order Entry Training __________________________________________14 PRMS RGA's & C/D Memos __________________________________________________15 PRMS Replenishment Orders__________________________________________________16 PRMS Shop Floor Control ____________________________________________________17 PRMS Purchasing & Receiving ________________________________________________19 PRMS Product Definition_____________________________________________________21 PRMS Router Training _______________________________________________________23 PRMS Standard Costing ______________________________________________________24 PRMS Inventory Control _____________________________________________________26 PRMS Cycle Count & Physical Inventory ________________________________________27 PRMS Lot Control __________________________________________________________28 PRMS Accounts Payable _____________________________________________________29 PRMS Accounts Receivable___________________________________________________31 PRMS Managing Outside Operations____________________________________________33

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PRMS Instructor Led Education Course Catalog

Course Summary

MRP II Concepts & Evolution - This one half day course is specifically designed to familiarize themasses with the concepts of MRP and the integrated manufacturing system architecture. It's theperfect way to communicate how each department and individual are contributors to the entireprocess.

PRMS Overview - Two days of content outlining all of the major feature/functions of PRMS. Ourmost popular course. Cover it all or only those modules applicable to you at this time. A great wayto come up to speed of all the options and applications available for your deployment. If youneed a kickoff, this is it!

Version 9 Enhancements - This one day course covers each of the additions and changesincluded with Version 9. A perfect review to set your targets.

PRMS Forecasting Workbench - The workbench is a powerful tool for both end item andcombined demand item management. Now, there's actually a base of knowledge to help youconfigure and put those forecast woes behind. Two days including in depth review of all themethods available with a focus on managing groups of products.

PRMS Manufacturing Planning - Three days, 20% hands on, this course covers all the planningmodules including Master Production Scheduling, Rough Cut Capacity Planning, MaterialRequirements Planning and Capacity Requirements Planning.

PRMS Customer Order Processing - Three days, 30% hands on, covering all of Customer OrderProcessing and sequenced so that specific topics such as pricing can be included or not.

PRMS Customer Order Entry Training - This course is specifically for Order Entry personnel. Eachscreen of OB0020 is covered, field by field, as well as an overview of Order Processing includingOrder Types and Supplemental Orders. A great course for new personnel as well as a refresherfor your existing organization. One full day of value, 20% hands on.

PRMS RGA's and C/D Memos - Version 9 introduced the expansion of the Credit/Debit Memoprocess to include Returned Goods Authorizations. This course walks you through the conceptsand the specific setups and execution functions to implements.

PRMS Replenishment Orders - For those who are either in a DRP environment or Multiplant, youknow how critical the RO process is. And now with interplant planning and the ability toconsolidate purchasing and receiving for items used by multiple plants, RO's are even moreimportant. This course covers every step of the way. One day of education means setting theright policies and procedures.

PRMS Shop Floor Control - Three or four days, 30% hands on. This course covers the essentialsof Shop Data Maintenance and an in depth review of the discrete, repetitive and orderless (pull)execution methods.

PRMS Purchasing & Receiving - Three days, 30% hands on. Procurement methods, the Dock toStock, and Purchasing performance. Everything you wanted to know about Purchasing includingBlankets and Vendor Scheduling.

PRMS Product Definition - Three days, 30% hands on. The building blocks of PRMS. ProductMaster, Product Structure, Work Centers and Routers.

RMS/Teachkit


Course Summary

PRMS Router Training - This one day course is all about configuring your shop floor. WorkCenters, Routers and all the support files are covered in depth. The focus, make PRMS matchyour processes and reap the benefits of Shop Floor Control. Invite the engineers, planners,production control, accountants and in one day determine the best configuration, policies andprocedures for your business.

PRMS Standard Costing - There is no better way for your Cost Accounting Department to learnhow PRMS works than this class. This comprehensive course begins with the development ofProduct Standard Cost including Product Master, Structures and Routers. Then, each and everyG/L account is defined including the hierarchy of establishment and use. Finally, each generalledger interface transaction is reviewed, from placement of the Customer Order through themanufacturing process, and receiving payment for the customer order. The third day includes areview of the Cost Analysis Workbench as well as exception and year end processing. Threedays, 20% hands on.

PRMS Inventory Control - One day, 30% hands on answering all the "why" questions from thosewho perform transactions every day.

PRMS Cycle Count & Physical Inventory - One day, 30% hands on focusing not only on thePRMS functions but the major considerations in starting and maintaining a cycle count program.

PRMS Lot Control - From limited, product by product tracking to full blown traceability, if lots are arequirement for you, this course should not be missed. Every aspect of lots are covered in thistwo day class and workshop. It's a perfect base for implementing or re-implementing lot control.

PRMS Accounts Payable - Two days, 30% hands on focusing on types of items eligible forpayment (Invoices, Trade Allowances, Recurring Payables), Invoice Management includingInvoice Registration and Receipts Matching, Methods of Payments (checks, drafts, other). Acomplete review of the payment processing cycle is included as well as a review of period endand miscellaneous subjects.

PRMS Accounts Receivable - One or two days covering everything from the simplest form ofpayment receipt to Remittance Advice processing. Overview, Setup, Processing Payments, Self-Billing, Receiving payments via EDI, Draft Processing.

PRMS Managing Outside Operations - One half to one day or self-review covering the concepts,decisions required, setup and execution of Outside Operations in PRMS.

RMS/Teachkit

MRP II Concepts & Evolution return to Course Summary

Duration 1/2 Day

Audience Everyone that has any direct, indirect or support position to the planning andexecution of Distribution and Manufacturing operations including executive staff.

Goals Understand the architecture, value and requirements of the successful implementationand operation of an integrated business system. Understand the difference betweenplanning and execution and the inter-relationship. Provide a common knowledgeplatform to express and direct business processes.

Topics Covered The beginnings of formal systems - how functions are processed, module by moduledefinition of the integrated system, expansion of the integrated system - concepts andapplications

Course DetailsWay back when?

In the beginningFunctions Necessary to Get the Job DoneTracking InventoryScheduling ProductionPlan Purchased & Make ComponentsCreate Work Order & Shop PacketTrack & Record Shop Floor ActivityShip Product to CustomerPeriod Perspective from AcademiaMaterial Requirements Planning

MRP II - Integrated Manufacturing SystemsIntegrated Manufacturing SystemShipment ForecastingDistribution Requirements PlanningProduction Planning

Demand Source ManagementRough Cut Capacity Planning

The Electronic DispatcherManagement by Exception

Product Structure DefinitionRoutings & Work CentersManufacturing EnvironmentsMaterial Delivery & ControlCapacity Requirements PlanningInventory ControlPurchasing & Receiving

ERP - and other expansions of the "formal system"ERPSupply Chain PlanningWarehouse Logistic SystemsProduct Data ManagementManufacturing Execution Systems

Summary

RMS/Teachkit

PRMS Overview return to Course Summary

Duration 2 Days

Audience All users and decision makers that work, touch or direct PRMS including executivemanagement

Goals Understand what is meant by an integrated system. Understand the features andfunctions offered by PRMS and the applicability to your business. Understandwhere key opportunities are available and comprehension of the efforts required topursue the opportunities.

Topics Covered All features and functions within PRMS

Course DetailsModules and Environments Master Production Scheduling

Forecasting Workbench The Production Planning ProcessMajor FeaturesForecast EnvironmentsForecasting Setup FunctionsForecasting TechniquesDemand Source ManagementForecasting Model ManagementSetup FunctionsForecasting Product ClassificationsException MessagesFour Methods of Safety StockFunctions, Reports, InquiriesForecasting Reports

Rough Cut Capacity PlanningDistribution Requirements PlanningRough Cut - Demand vs. ResourcesDRP FeaturesMajor FeaturesMaintenance FunctionsApplication FlowOperational Functions

Material Requirements PlanningReports and Inquiries

Warehouse Replenishment Orders What it DoesMajor FeaturesWRO FeaturesFunctionsReplenishment Order Functional ProcessException ManagementReports and Inquiries

Shop Floor ControlCustomer Order ProcessingEnvironments and Order TypesOrder Processing FeaturesBackflushing in PRMSFlow and Functions

Shop Floor Control - Discrete ProcessingMaster File MaintenanceFunctional ProcessOrder Type Field ReviewReports and InquiriesReturned Goods Processing

Shop Floor Control - Repetitive/ProcessConsignment InventoryFunctional Process

Vendor Managed Inventory Reports and InquiriesReports Shop Data MaintenanceInquiries Major Features

Accounts Receivable Routings and Work CentersFeatures FunctionsSelf-Bill Invoice

Burden Element DefinitionDunning Support

Standard Cost FunctionsMaintenance Programs

Developing Product CostsInquiries & Reports

Cost Maintenance FunctionsPRMS Manufacturing

G/L Account HierarchyProduct Structure Product Cost Inquiry/Reports

Major Features Cost Analysis WorkbenchPrimary Functions

Capacity Requirements PlanningReports & Inquiries

RMS/Teachkit


Course Details

Load versus CapacityMaintenance Programs and Functions

Purchasing & ReceivingPurchasing & Receiving ProcessRequisition FeaturesPurchasing FeaturesPurchase Order Price Search HierarchyBlanket Purchase OrdersVendor Scheduling

Master File Maintenance & OperationalFunctionsDock to StockDock to Stock Features

9.0 Receiving EnhancementsInquiries and Reports

Inventory ControlInventory StructureMajor FeaturesReports and Inquiries

Physical Inventory/Cycle CountMajor FeaturesProcess FlowReports and Inquiries

Accounts PayableFunctional ProcessMajor FeaturesInquiries & Reports

Quality ControlProcess FlowMajor FeaturesFunctions

SetupSetup Functions

Appendix AFrequently Used PRMS Functions, MasterFiles, Inquiries and Reports

Appendix B9.0/9.1 Technical Change OverviewUser InterfaceData Base EnhancementsTechnical Administration

Appendix CApplication Server Listing

RMS/Teachkit

Version 9 Enhancements return to Course Summary

Duration 1 Day

Audience All users and decision makers that work, touch or direct PRMS

Goals Learn each new change delivered with Version 9 from Version 8.4. Understand theimpact and relevance to the student's current activities.

Topics Covered Each new enhancement is reviewed by module.

Course DetailsCustomer Order Processing Financials

Blanket Customer Orders Accounts PayableConsignment Inventory AP/PO Matching – Filter for Fully Matched

InvoicesCustomer Product MaintenanceAP/PO Matching – Auto update on hold status

Vendor Managed Inventory AP/PO Matching – Match Services PO withoutreceiverInventory Processing Tools

Inventory Adjustment Processing AP/PO Matching - asset or expense number"available" in fold screenVMI Forecast Generation

VMI Forecast Maintenance A/P Accrual ReportVMI Forecast Inquiry A/P InquiryVMI Forecast Report Check Amount in WordsVMI Forecast Purge Self-Bill InvoiceVMI Generation

Accounts ReceivableVMI Inquiry/PeggingConsolidated InvoicingVMI Generation ReportA/R Inquiry- Added SelectionsVMI Planned Order ReviewAuto Cash PostingSuggested Order Replenish

Product DefinitionReturned Goods ProcessingLifecycle Code MaintenanceRGA Authorized UsersProduct Master Revision Field ChangeMemo Code Maint.

Product Master Maintenance Inventory ControlRGA/C/D Memo Entry

Warning for Negative On Hand and NegativeAllocations

RGA-C/D InquiryLabels & Authorization Print

Bar Code/UPC SymbolRGA ReceiptsShop Floor ControlDisposition Update

RGA Receipts Maint. Production Reporting/Order Close EditsRGA C/D Memo Generation Global Line Calendar MaintenanceOpen RGA Memos Report

Rework Work OrdersPricing Mass Maintenance

Material PlanningProduct List Price Maintenance Global List PriceMaintenance Global Contract PriceMaintenance Price Rounding MaintenanceSales Commission Extract

Consider Negative On Hand Balance as ZeroMPS/MRP/DRP Exception Message ReportsForecast Consumption Demand Source RuleMPSMiscellaneous

Multiple Ship To’s on Customer Order Distribution Requirements PlanningMultiple Invoice Releases Forecast Consumption Demand Source Rule for

DRP GenerationOutput Queue in Warehouse Master for DataQueue Processes

PurchasingPackaging and LabelingReceiving Process EnhancementsOrder InquiryAddition of Incoming ASN EDI TransactionCustomer Number/Invoice NumberBatch Receiving ProgramsKWIC Search Alternate ViewIn-Transit DispositionNext Customer Number/Ship-To

Number Grouping of Receivers for Mass MovementCascade ReceivingProduct Master Ship From WarehouseView Zero OpenPrinted Address Formats

RMS/Teachkit


Course Details

Auto Assignation of Lot NumbersMiscellaneousOutbound 840 EDI TransactionVendor/Plant Cross Reference for Multiplant

PurchasingVendor Alpha Lookup EnhancementsService PO's (Type S Header)Next Vendor Number

TechnicalUser InterfacePrompt Window for Lookup and SelectActive ObjectsAttachments

Data Base EnhancementsExpanded DescriptionsNormalization (Phase I)Domains (file for RMSREF)User Defined FieldsUser Defined Field Descriptions (Soft)Currency Display ServerProduct Cost Query FileCorporate View Member for Multi-Plant

Technical AdministrationPrompt MaintenanceData Dictionary MaintenanceUser Profile MaintenanceWorkstation MasterProgram Abnormal End ControlProduct Master Locking File Replacement

Application Server Listing

AppendixWhere did those fields go?

RMS/Teachkit

PRMS Forecasting Workbench return to Course Summary

Duration 1 Day

Audience Sales & Marketing Mgr, Sales & Marketing Administration, Product Mgr,Distribution & Customer Service Mgr, Forecast Mgr, Programmer Analyst,Business Analyst, Master Production Scheduler

Goals Understand the environments that forecasting works within. Understand theconcepts of forecasting and specifically the forecasting methods available. Be ableto configure and execute a forecast. Understand the impact to the Sales andOperation Planning process.

Topics Covered Forecasting Methods, Forecasting Product Configurations, ForecastingEnvironments, Master File Setup, Forecast Operations, Inquiries and Reports

Course DetailsForecasting Workbench Overview Forecast Profiles

Creating the CalendarWhat it DoesShop Calendar MaintenanceDefinitionsForecast Period Maintenance

Forecasting Methods Generate CalendarForecasting Techniques Update Calendar (Holidays)Simple Moving Average Post Calendar UpdatesExponential Smoothing Print CalendarExponential Smoothing with Trend Calendar InquiryExponential with Seasonality Entering Forecasts - Forecast UpdateExponential with Seasonality/Trend

Forecasting ReportsUser Enter and LockedForecasting Inquiries & ReportsFocus ForecastingTM

InquiriesThis Year/Last Year Next QuarterSeasonal Profiles Inquiry/Where UsedLast Year Quarter = Next QuarterForecast Profiles Inquiry/Where UsedProduct Group ForecastingForecast Information InquiryFour Methods of Safety StockTime Phased Order Point InquirySafety Stock Methods ComparedTPOP Calendar Inquiry

Exception Reporting Sales Forecasting Inquiry & RetrievalForecasting Product Configuration Product Group Explosion/Implosion

Forecasting Product Classifications Product Group Model InquiryReportsMass Parameter Maintenance

Forecast Performance ReportForecasting Environments Excess/No Move Inventory Report

Single Plant Forecast and Parameter Exception ReportMulti Plant Forecast Explosion ReportDRP Forecast and Demand History Report

Forecast Transfer ReportVMICalendar PrintForecast Transfer Program

Period EndFile Transfer StructureLog Current Forecast to HistoryPurchased Finished GoodsGenerate Forecast ParametersSimple Order Point

Time Phased Order Point AppendixSetting Up and Operations Forecasting Files List

System Control Creating Forecast Models and StructuresProduct Master Maintenance IM0100 Product Group ModelWarehouse Inventory Maintenance IM0120 Forecast Structure

IM0160 Model PropagationSeasonal ProfilesMass Parameter MaintenanceForecast Information Maintenance

RMS/Teachkit

PRMS Manufacturing Planning return to Course Summary

Duration 3 Days

Audience Director Mat'ls, Master Production Scheduler, Production Control, Purchasing &Materials Mgr, Buyers/Planners, Programmer/Analyst, Applications Mgr, BusinessAnalyst, Cost Accounting Mgr

Goals Understand the applications used to plan production and materials. Understand theelectronic integration of suggestions to the Execution modules. Be able to configurethe MPS module and develop schedules. Be able to configure master files thatcontrol MRP, review the MRP suggestions and exception messages. Be able toconfigure master files that control CRP, review the output of CRP and know howto adjust capacity or schedule. Understand how Rough Cut Capacity is the tool forSales and Operation Planning recommendations.

Topics Covered Overview of PRMS Manufacturing methods, review of Product Structure andProduct Master files, Master Production Scheduling setup and operation, ShopFloor Control Overview, Shop Data Maintenance review, MRP Concepts andoutput review, Capacity Requirements Planning setup and operation. Optional -Planning in Multiplant environment.

Course DetailsIntroduction to PRMS Manufacturing Production Plan Report

Summarized MPS Valuation ReportPRMS Planning FunctionsProjected Inventory Report

PRMS Execution Functions MPS Order MaintenancePRMS Manufacturing MPS Order Inquiry

Product Structure & Master Overview MPS Order ReportMPS Inquiry/PeggingMajor FeaturesAvailable to Promise InquiryPrimary Functions

Rough Cut Capacity PlanningSystem ControlRough Cut - Demand vs. ResourcesProduct Master MaintenanceMajor FeaturesLot SizingSetting UpProduct Structure DefinitionResource DefinitionProduct Structure MaintenanceResource Definition Maintenance

Master Production Scheduling Resource Definition ListThe Production Planning Process Discrete and Flow ResourcesMajor Features Bill of Resource MaintenanceEntering Demand Resource Variance Maintenance

Resource Variance Maintenance PurgeShipment ForecastsBill of Resource ReportForecasting Planner Bills

Rough Cut GenerationForecast Entry ProcessForecasting Setup Functions Rough Cut Analysis and ReportingForecast Entry Rough Cut InquiryPlanner Bill Explosion

Rough Cut Load ReportsForecast InquiryShop Floor Control OverviewForecast ListShop Data Maintenance OverviewDemand Source Management

Routings and Work CentersSetup FunctionsMajor FeaturesSystem ControlOperation Lead TimesMPS Management

Forecast Consumption Demand Source Rule Work Center MaintenanceFunctions, Reports, Inquiries Routing MaintenanceMPS Generation

Material Requirements PlanningMPS Generation ReportWhat it DoesMPS Generation Report ExplainedMajor Features

RMS/Teachkit


Course Details

Lead Time Planning for Discrete ItemsLead Time Planning for Repetitive ProductsFunctionsSystem ControlMRP GenerationMRP Generation Reports

MRP Generation Report ExplainedMRP Inquiry/PeggingSuggested Work Order ReportSuggested PO ReportDollars Committed Report

Exception Message Management

Capacity Requirements PlanningLoad Versus CapacityMaintenance Programs and FunctionsCRP GenerationCRP Inquiry/PeggingCRP Generation ReportsWork Center Variance MaintenanceWork Center Variance Batch Update

Manufacturing Planning in MultiplantPRMS MultiplantPlanning with MultiplantUsing the Forecasting WorkbenchNot Using the Forecasting WorkbenchManaging Interplant DemandDefining Interplant DemandHow it WorksInquiries and Maintenance

Hands On Workshop

RMS/Teachkit

PRMS Customer Order Processing return to Course Summary

Duration 3 Days

Audience Inside Sales & Admin, Marketing Admin., Financial Analysts, Business Analysts,Customer Service, Sales & Mktg Mgmt, Dist & Cust Service Mgr, Order Entrypersonnel, Warehouse Managers, Supervisors and Administrative, Billing,Programmer Analysts, Applications Mgr.

Goals Proficiency in setting up, entering and processing customer orders through thegeneration of the invoice.

Topics Covered Types of customer orders and processes, Master file configuration, Order Entry,Order Processing through shipment and invoicing, Reports & Inquiries

Course DetailsModules and Environments Tax Information

Bank IdentificationCustomer Order Processing Text

Types & Methods of Creating Customer Orders User Defined FieldsBlanket Customer Orders Ship To MasterConsignment Inventory User Defined FieldsVendor Managed Inventory

Lifecycle Code MaintenanceMethods

Country CodesOrder Processing Flow and Functions

Trading Code MasterMajor Features

Printed Address FormatsSetting Up Address Format Maintenance

Master File Maintenance State/Address Format RelationshipUser Profile Maintenance Product MasterEnvironmental General Product InformationPrinted Output Order Processing InformationProduct Master/Structure/Routers Product Trade InformationCustomer Master/Trade/Freight Error File Maintenance

Types of Units of Measure Customer Product NumbersSystem Control Kit Structure MaintenanceWarehouse Master Supplemental Order MaintenanceSalesman Master Shopping List RebuildSales Commission Rate File Supersede/Substitute MaintenanceOrder Type Maintenance Data Queue MaintenanceOrder Function Criteria

Pack Type MaintenanceOrder Process CriteriaEDI Control File MaintenanceOrder Input Criteria

PricingReason Code MasterPricing FactsTerms Code MasterLine Item Pricing HierarchyTax Code MasterFull Order Pricing HierarchyU.S. Taxation

List Price MaintenanceCanadian TaxationProduct List Price MaintenanceAustralian TaxationGlobal List Price MaintenanceValue Added Taxation (Europe)

Contract Price MasterFreight Terms Code MaintenanceGlobal Contract Price MaintenanceCustomer MasterPrice Rounding MaintenanceGeneral Information

Promotion Contract MaintenanceOrder ProcessingTrade AllowancesInvoicing Information

Dunning Support Class Code MaintenanceGeneral Ledger Information Vendor Cross Reference MaintenanceGeneral Ledger Information

RMS/Teachkit


Course Details

Accounts Payable Functions to Support TradeAllowances

Pay-By-A/P Payment Details UpdatePay-By-A/P Payment Batch CreationPay-By-Payment Edit/Update

Order EntryOrder Entry Screen Flow(OB0020 - Header)(OB0020 - Expanded Header I)(OB0020 - Expanded Header II)(OB0020 - Line Item Entry)

Action Codes(OB0020 - Expanded Line Item Entry)(Action Code S - Store Destination Quantities)(OB0020 - Completion Screen)

Batch Order EntryBatch Edit/Update

Order ProcessingOrder Processing Flow and FunctionsOrder Processing FunctionsFull Order PricingCredit Hold ReleaseAcknowledgment PrintPick Slip ReleaseAllocation MaintenanceAuto Pick Slip ReleaseAuto AllocationAllocation ParametersPick Slip PrintBatch PullingShipment ConfirmationASN/BOL Print/ReprintInvoice ReleaseInvoice PrintInvoice Update

Consolidated Invoice Processing

Reports and InquiriesReportsInquiries

Hands On Workshop

RMS/Teachkit

PRMS Customer Order Entry Training return to Course Summary

Duration 1 Day

Audience Customer Service, Sales Administration, Business Analysts, Order Entry,Programmer/analysts

Goals Proficiency in entering and managing customer orders

Topics Covered Order Types, Order Features, Customer Order Entry screens, Reports & Inquiries

Course DetailsCustomer Order Processing Overview Contract Price Inquiry

Gross Margin InquiryOrder Processing Flow and FunctionsAvailable to Promise Inquiry

Major Features Distribution Available to PromiseSetting Up Batch Order History Inquiry

Master File Maintenance Lower Level Kit AvailabilityLook-UpsOrder Type MaintenanceTrade Allowance InquiriesOrder Function Criteria

Hands On WorkshopOrder Process CriteriaOrder Input Criteria

Supplemental Order MaintenanceSupersede/Substitute MaintenanceShopping List Rebuild

Order EntryOrder Entry Screen Flow(OB0020 - Header)(OB0020 - Expanded Header I)(OB0020 - Expanded Header II)(OB0020 - Line Item Entry)

Action Codes(OB0020 - Expanded Line Item Entry)(Action Code S - SDQ Maintenance)(OB0020 - Completion Screen)

Batch Order EntryBatch Edit/Update

Reports and InquiriesReportsCustomer Summary ListCustomer Detail ListContract Price ReportCredit Hold ReportCustomer Order ReportsCustomer Order Detail ReportsOn Time Delivery ReportShipment Performance ReportFull Order Pricing ReportTax Rate ReportOpen Order File Audit ReportBookings RegisterGross Margin ReportKit Structure ReportCustomer Quote ReportTrade Allowance Reports

InquiriesOrder InquirySummary Order Inquiry

RMS/Teachkit

PRMS RGA's & C/D Memos return to Course Summary

Duration 1 Day

Audience Inside Sales & Admin., Mktg Admin., Mgr Credit, Mgr Distribution/CustomerService, Billing Supervisor, Warehouse Mgr., Order Entry, Business Analyst,Programmer/Analyst, Cost Accountant, Controller, Cost Acct Mgr

Goals Understand how the Returned Goods Authorization module released with Version 9works. Be able to setup, create an RGA and process through receiving and theCredit/Debit memo process.

Topics Covered Overview of RGA's and CD Memos, Setting Up, Step by Step Operational andFunctional process

Course DetailsOverview RGA Close

Returned Goods Processing

Setting UpSystem ControlRGA Authorized UsersWarehouse Inventory MaintenanceMemo Code MaintenanceProduct Master MaintenanceDock to Stock for RGA'sSystem ControlReceipt Transaction MaintenanceDisposition Master MaintenanceAuthorized User Maintenance

Step by StepRGA-C/D Memo ProcessEnter the RGA-C/D MemoRGA-C/D Memo Entry

Communicate to the CustomerLabels & Authorization Print

Inquire on RGA'sRGA-C/D Inquiry

Receive the RGARGA Receipts

Inspect/DispositionDisposition UpdateTraveler Print/Reprint

Review Pending Memos for UpdateOpen RGA Memos Report

Maintain Receipt prior to C/D Memo CreateRGA Receipts Maintenance

Create C/D Memo from RGA ReceiptsRGA C/D Memo Generation

Report of Credit Memos prior to UpdateCredit Memo Edit Print

Review Pending C/D Memos for UpdateOpen Credit Memo Report

Update Accounts ReceivableCredit Memo Invoice PrintCredit Memo ReprintCredit Memo Invoice Register

RMS/Teachkit

PRMS Replenishment Orders return to Course Summary

Duration 1 Day

Audience Material Planners, Master Production Schedulers, Warehouse Supervisors,Warehouse Administration, Business Analysts, Production Control

Goals Proficiency in creating and transacting Replenishment Orders. Understanding ofimpact to demand and supply planning.

Topics Covered Features, Process, Setup, Operations, Reports & Inquiries, Mfg Planning inMultiplant

Course DetailsModules and Environments Planning with Multiplant

Using the Forecasting WorkbenchOther Impacts to PRMSNot Using the Forecasting WorkbenchRO Applications/EnvironmentsManaging Interplant Demand

Warehouse Replenishment Orders Defining Interplant DemandWRO Features How it WorksReplenishment Order Functional Process Inquiries and Maintenance

Hands On WorkshopSystem ControlReplenishment Order Entry Multiplant WorkshopInitial Entry Screen DRP WorkshopOrder Header Screen Appendix ANotes Screen

Frequently Used PRMS Functions, MasterFiles, Inquiries and Reports

Order Line ScreenOrder Line Screen - Fold ScreenDRP Planned Order ScreenMRP Planned Order ScreenTransferred Demand ScreenAlternate Supply Warehouse

Inventory Allocation MaintenanceSelection MethodOrder Selection ScreenAllocation ScreenProcessing Backorders

Pick Slip ReleaseAuto AllocationsPick Slip PrintShipment ConfirmationBill of Lading PrintRO ReceiptsRO Suspense ReconciliationWarehouse Location TransferReplenishment Order Purge

Reports & InquiriesInquiryReplenishment Order Inquiry

ReportsShipment Performance ReportReplenishment Order ReportOpen Replenishment Order ReportBatch Pulling ReportSuspended R.O. Report

Manufacturing Planning in MultiplantPRMS Multiplant

RMS/Teachkit

PRMS Shop Floor Control return to Course Summary

Duration 3 Days

Audience Director Mat'ls., Production Manager, Master Production Scheduler, ProductionControl, Mgr Materials/Purchasing, Buyer/Planners, Mgr Cost Accounting,Controller, Cost Accountants, Mgr Engineering Standards, Business Analyst,Programmer/Analyst, Applications Mgr

Goals Understand the different manufacturing methods available in PRMS and how theyapply to specific processes in your operations. Be able to configure all the masterfiles to execute the discrete, repetitive and pull execution methods includingscheduling, issuing material and reporting production. Understand the differentmethods of material allocation and handling. Understand backflushing and thenecessary controls of Work In Process.

Topics Covered Overview of PRMS Manufacturing, Product Master Maintenance review, ShopFloor Control setup, Discrete manufacturing process, Repetitive/Processmanufacturing process, Orderless (pull) process, Reports & Inquiries, CapacityRequirements Planning and a summary review of Rough Cut Capacity Planning

Course DetailsIntroduction to PRMS Manufacturing Structure of Manufacturing Orders

Work Order CreationPRMS Planning FunctionsBatch Work Order Creation

PRMS Execution Functions Lower Level Material AvailabilityPRMS Soft Bill MaintenanceEnvironments and Order Types Auto Allocation to LotsEnvironments Lot/Bin Level Allocation MaintenanceTypes of Orders Shop Packet Print

Shop Floor Control in PRMS Material Transaction MaintenanceDispatch ListA Selected Review of Product MasterWork Center Inquiry

Shop Data Maintenance Anticipated Delay MaintenanceMajor Features Labor Entry MaintenanceRoutings and Work Centers Shop Floor Control - Repetitive/ProcessFunctions Functional ProcessSystem Control Scheduling WorkbenchBurden Element Definition Scheduling Workbench Inquiry

Operation Lead Time Calculations Shortage ReportingMaterial Staging RequestWork Center MaintenanceMaterial Re-Staging Request

Production Line Maintenance Reprint Pick Slip ReportLine Calendar Maintenance Consolidated Pick MovementGlobal Line Calendar Maintenance Consolidated Pick Miscellaneous MovementRouting Maintenance Staged Material Issues

Deallocate Consolidated PickPlanned Input/Output MaintenanceConsolidated Pick Purge Records

Product Structure Maintenance Line InitializationBackflushing in PRMS Production Transaction ProcessingMaterial Control Fields Production Order Close/Past Due Report

Shop Floor Control Reports and InquiriesSystem Control Report Buckets MaintenanceOperation Queues Work Order/Firm Planned Order InquirySystem Control - MPS Tie Rules

WO/FPO ListSystem Control - General Manufacturing

Dispatch ListShop Floor Control in PRMS

Work Center InquiryShop Floor Control - Discrete Processing

Lot/Bin Level Allocation InquiryFunctional Process

RMS/Teachkit


Course Details

Shortage ReportProduction/Labor ReportsWork Center Performance Manager's ReportProduction Variance ReportWIP Valuation ReportEfficiency ReportProduction Schedule ReportsOpen Consolidated Pick Slip ReportShortage ReportsDetail Allocation ReportConsolidated Pick InquiryStaged Component/Order Mismatch ReportDown Time ReportsScrap ReportsProduction Yield ReportSchedule Performance ReportLine Labor Effectiveness Report

Capacity Requirements PlanningMaintenance Programs and FunctionsCRP GenerationCRP Inquiry/PeggingCRP Generation ReportsWork Center Variance MaintenanceWork Center Variance Batch Update

Rough Cut Capacity PlanningRough Cut - Demand vs. ResourcesMajor FeaturesApplication Flow

Hands On Workshop

RMS/Teachkit

PRMS Purchasing & Receiving return to Course Summary

Duration 3 Days

Audience Buyer/Planners, Mgr Purchasing/Mat'ls, Business Analyst, Programmer/Analyst,Purchasing Administration, Warehouse Mgr & Supv., Receiving personnel, QualityInspection Mgr, Cost Accountants

Goals The student will understand and practice the electronic path of Planned OrderReleases from MRP into Procurement execution (Purchase Orders). The studentwill understand the configuration of the Dock to Stock receiving path, what itmeans to Purchasing performance and how to perform receiving transactions.

Topics Covered Overview of Procurement, Purchasing Setup, Requisition and PurchasingExecution, Purchasing Reports & Inquiries, Dock to Stock Setup, ReceivingTransactions, Receiving Reports & Inquiries, Measuring Purchasing and VendorPerformance

Course DetailsPurchasing Overview Quotations by Vendor/Product

Vendor Approval ListPaths of ProcurementPO Expected Date Reports

Requisition FeaturesShortage Report

P.O. FeaturesP.O. to Batch Order Entry Transfer

Purchase Order Search HierarchyDock to Stock

Reports and InquiriesDock to Stock Setup

Dock to Stock System ControlDock to Stock Features Disposition Master Maintenance

Purchasing Setup Receipt Transaction MaintenanceSystem Control - Purchasing Options Authorized User MaintenancePurchasing Master Files Setup ReportsVendor Master Maintenance Disposition Master ListVendor Payment Data Maintenance Receipts Transaction ListBuyer Master Maintenance Receiving ExecutionProduct/Vendor Maintenance Receipts EntryVendor Schedules Disposition UpdateQuote Maintenance Traveler Print/ReprintProduct Master Maintenance Batch PO ReceivingLot Sizing ASN Batch CreationPurchasing Rate Code Maintenance Batch Receiving Entry & Maint.Duty Code Maintenance Batch Receiving Edit/UpdatePurchase Product Cost Update Receipt Intransit Number Maint.Vendor/Plant Cross Reference Mass Disposition Update

Purchasing Execution Receiving Reports and InquiriesProcurement Daily ReceiptsPaths of Procurement Receipts Reports

Receipts at Disposition Report/InquiryAuto Create From MRPPurchasing PerformanceRequisition Entry

Purchase Order Entry Performance Reports and InquiriesBlanket Purchase Orders Purchase Order VarianceService P.O's Purchase Order Matching

Vendor Scheduling Performance ReportsPO Print & Re-print Invoices Paid Against Blanket PO'sPurchasing Reports and Inquiries Historical PPV Report

PPV Subledger ReportPurchase Order InquiryDatabase ConfigurationQuote Inquiry

Vendor Alpha Lookup Period End & MiscellaneousRequisitions by Buyer/Vendor System Control

RMS/Teachkit


Course Details

Matching Audit File PurgePurchasing Period EndPO Cost Entry

Purchasing and Receiving WorkshopCreating the Purchasing Master FilesExecuting MRP and Placing Requisitions andPurchase OrdersCreating the Dock to StockReceiving Your Products

RMS/Teachkit

PRMS Product Definition return to Course Summary

Duration 3 Days

Audience Anyone who uses and supports PRMS and is affected by how the product ormanufacturing process is configured. Master Production Scheduler, ProductionControl, Mgr Materials/Purchasing, Buyers/Planners, Mgr Cost Accounting, CostAccountants, Controller, Product R&D, Engineering Stds Mgr, ProductionEngineers, Financial Analysts, Service Mgr., Programmer/Analyst, ApplicationsMgr, Business Analyst

Goals This course is specific to the definition of a product, product structure and workcenters/routers to PRMS and is the foundation of how the applications function.The student will understand and have been exposed to all the fields that determinehow these master files are configured and how those fields effect the operation ofPRMS.

Topics Covered Units of Measure, Product Master, Product Structure, Routings, Shop DataFunctions. Optional review of Features & Options

Course DetailsUnits of Measure Product Structure Maintenance

Backflushing in PRMSTypes of Units of MeasureShop Floor Control in PRMSSetting Up

Global Component ReplaceUnit of Measure Table MaintenanceECN Maintenance

User Profile MaintenanceLead Time Calculations

What it DoesProduct Structure ReorganizationEnvironmentalReports and InquiriesPrinted OutputProduct Structure InquiryProduct Master/Structure/RoutersProduct Structure Assembly ReportCustomer Master/Trade/FreightEngineering Assembly ReportProduct MasterWhere Used Report

Product Master Maintenance Engineering Change ListSelecting The Groups of Information Catalog Number InquirySelecting and Maintaining a Product Model/Options Cost ReportGeneral Product Information Product Assembly Compare ReportCosting Data

Simulation SetsGeneral LedgerRoutingsG/L Assignments

What They DoPurchasingOrder Processing What is a Router?General Manufacturing Major FeaturesManufacturing Planning

Each Operation is a PaypointDistribution Requirements PlanningSelective Operations as PaypointsDistribution Requirements PlanningShop Data FunctionsProduct InventorySystem ControlEuropean Taxation Data (VAT)Burden Element DefinitionProduct Trade InformationOperation Code MaintenanceVendor Managed InventoryRate Code MaintenanceProduct Default Group CodeSet-up Code MaintenanceReportsWork Center Maintenance

Product Structure Text Code MaintenanceProduct Structure Functionality Production Line MaintenanceMajor Features Routing MaintenancePrimary Functions Operation Lead Time Calculations

How Operation Lead Times are CalculatedSystem ControlMRP Lead Time Planning for Discrete ItemsDefining the Product Structure

RMS/Teachkit


Course Details

MRP Lead Time Planning for RepetitiveProducts

Command FunctionsStandards Input

Shop Calendar MaintenanceLine Calendar MaintenanceGlobal Line Calendar MaintenanceEmployee MaintenanceCrew ID MaintenanceWork Code MaintenancePlanned Input/Output MaintenanceRouting Inquiry

Hands On Workshop

Appendix A - Features & Options

RMS/Teachkit

PRMS Router Training return to Course Summary

Duration 1 Day

Audience Process/Mfg Engineers, Data Base Administrators, Material Planners, BusinessAnalysts, Operations, Production Schedulers, Cost Accountants

Goals Proficiency in the configuration and maintenance of shop floor data, specificallyroutings, work centers, cost standards and lead times

Topics Covered Concepts, Shop Floor Master Files, Field by Field review of Routing Maintenanceand Managing Outside Operations

Course DetailsRoutings Frequently Used PRMS Shop Floor Functions,

Master Files, Inquiries and ReportsWhat Is a Router?Concepts & FeaturesImpacts on the Integrated SystemPre-Requisite Master FilesProduct Master

Work Center PerspectivesWork Center MaintenanceOperation Code MaintenanceProduction Line MaintenanceGlobal Production Line MaintenanceRate Code MaintenanceSet-up Code MaintenanceText Code MaintenanceRouting Maintenance

Field by Field ReviewOperation Lead Time Calculations

How Operation Lead Timesare Calculated

Command FunctionsEntering Time and Cost Standards

Routing Inquiry

Managing Outside OperationsSetupCreate a Unique Work Center for the VendorCreate the Product StructureDefine the RouterUpdate Product StructureEstablish General Ledger Accounts

ExecutionCreate a Work OrderSchedule the VendorPick Components for VendorShip Components to the VendorStatus Component Availability or Perform Spot

Inventory at VendorExpedite the VendorReceive from the VendorPost Final Step of Work OrderReceive and Enter Vendor InvoiceCapacity Requirements Planning

Hands On Workshop

Appendix A

RMS/Teachkit

PRMS Standard Costing return to Course Summary

Duration 3 Days

Audience Cost Accountants, Cost/Financial Managers, Business Analysts, Controller,Programmer/Analyst

Goals Know how to develop and roll product costs. Understand and be able to configureGL Transaction accounts. Understand the flow of GL transactions. Understand thereporting of GL transactions. Understand the concept, setup and operation of theCost Analysis Workbench.

Topics Covered Developing Product Cost, Configuring and assigning GL accounts, Walk throughof GL transactions by operational process, Cost Analysis Workbench

Course DetailsWhat is Standard Costing? G/L Account Descriptions

G/L TransactionsDefinitionsStructure of Manufacturing Orders The Application Process

Accounting Principles Our ExampleTypes of Variances The Basics - PRMS G/L TransactionsPRMS Terminology Purchase Order Receipts

Developing Product Cost Invoice EntryUser Profile Maintenance Disbursement JournalCurrency Code Maintenance Move through InventorySystem Control Issue to Work OrderMulti-Currency Options Report LaborInventory Options Applying BurdenProduct Cost Options Burden Calculations and FactorsBurden Elements

Backflush Material, Labor, BurdenProduct StructurePost Inventory to StockExchange Rate MasterClose Work OrderProduct Cost File StructureShip to CustomerProduct Cost Kinds and TypesUpdate Accounts ReceivablePurchased ItemsReceive Payment from CustomerProduct Master Maintenance

Purchasing Rate Codes Miscellaneous TransactionsDuty Code Maintenance Outside Operations

Make Items Indirect LaborWork Centers ScrapRouting Maintenance Setup LaborRate Code Maintenance By-product ReceiptSetup Code Maintenance Replenishment OrdersProduct Structure Maintenance Multiplant Transfers

Calculating and Updating Costs Monitoring PerformancePurchase Product Cost Update Product Cost

UpdateG/L Interface ListingHistorical Purchase Price Variance Report

Product Cost Inquiries/Reports Purchase Price Variance Subledger ReportProduct Cost Report

Work In Process Valuation ReportProduct Cost InquiryProduction Variance ReportProduct Cost Query File BuildProduction Yield ReportCreates data file to ease data access to cost

elements Stock Status Report

Assigning G/L Numbers Cost Analysis WorkbenchG/L Account Master What Is It?System Control PRMS Usage - Considerations

RMS/Teachkit


Course Details

System ControlMaintenance FunctionsScrap Transaction Code MaintenanceProduct Structure Base Quantity UpdateA/P & PO Purchasing CostsProduct Level Labor and BurdenProduct Level Scrap Labor and BurdensProduct/ECN Level Material UsageWork Center Level Labor & BurdenProduct Level Material UsageProduct/Work Center Level Labor & BurdenVarianceWork Center Scrap Labor & BurdensReportsMaterial Usage VarianceLabor/Burden VariancePurchase Price VarianceScrap Reports

Adjustments, Exceptions, Year EndForeign Currency RevaluationInventory RevaluationProduct Cost ReplacementActual Cost Year End UpdateShop Floor Transaction PostingPS Year-End History Update

Hands On Workshop

AppendixG/L Account Description IndexProduct Cost Query FilePRMS Actual Cost Definitions

RMS/Teachkit

PRMS Inventory Control return to Course Summary

Duration 1 Day

Audience Master Production Schedulers, Production Control, Mgr Materials/Purchasing,Operation Mgr, Cost Accountant, Mgr Cost Accounting, Controller, Parts &Service Mgr, Order Entry, Distribution & Warehouse Mgr, Buyer/Planners,Programmer/Analysts, Business Analysts

Goals Understand the architecture of the inventory control system. Be able to look upinventories and understand the results. Be able to setup and process miscellaneousinventory transactions.

Topics Covered Inventory Structure and Concepts, Master File Maintenance, MiscellaneousTransaction programs, Reports & Inquiries, Utilities

Course DetailsInventory Control Skid Ticket Print

Lot Tracking ReportInventory StructureLots Scheduled for TestingMajor FeaturesLot Potency ReportMaster File MaintenanceInventory Transaction List ReportSystem ControlLot/Bin Allocation InquiryMulti-Plant

Transaction Master UtilitiesWarehouse Master Maintenance Balancing and Validation ProgramsWarehouse Inventory Maintenance Hands On WorkshopLot Master Maintenance AppendixBin Master Maintenance Consignment InventoryCode ID Maintenance Vendor Managed InventoryQuantity Rounding Table MaintenanceUnit of Measure Table MaintenanceTypes of Units of Measure

Product Master MaintenanceProduct Structure Maintenance

Transaction ProgramsInventory TransactionsPotency UpdateWarehouse TransfersAuto Warehouse TransfersTransaction Interface Programs

Reports & InquiriesProduct InquiryVMI/Consignment Product InquiryLot InquiryTransaction InquiryItem Requirements InquiryLower Level Material AvailabilityStock Status ReportTransaction RegisterInventory ValuationSales Management ReportABC Analysis ReportInventoried Models List

RMS/Teachkit

PRMS Cycle Count & Physical Inventory return to Course Summary

Duration 1 Day

Audience Master Production Schedulers, Production Schedulers, Buyers,Purchasing Mgr, , Planners, Cost Accountants, Cost Mgr, Controller,Programmer/Analyst, Warehouse Mgr/Supervisor, WarehouseAdministration

Goals Understand what a Cycle Count program is. Understand thedifference between counting by ABC and counting by location. Beable to configure the master files to conduct a cycle count or physicalinventory. Be able to schedule, freeze, execute and reconcile a count.

Topics Covered Cycle and Physical counting concepts, setting up the Cycle Countmodule, executing a cycle count, Reports and Inquiries

Course DetailsWhy Count? Accounting Warehouse Write-Off

Tracking File PurgeWhy Do We Do Physicals?ReportsImpact of Inaccurate Inventories

Complications of MRP II WIP Reporting FormsWhat is Wrong with doing Physicals ABC Analysis ReportOperational Requirements Scheduled Count Items ReportCycle Counts vs. WIP Counts Unscheduled Items Audit ReportCycle Counting Missing Tags Report

Getting There Item Count Variance ReportItem Inventory Accuracy ReportDefining the ProgramConsignment/VMI Whse Discrepancy ValuationDefining "Accuracy"

Hands On WorkshopDefining the Organizational Requirements

Setting UpA Counting CommitmentSystem ControlWarehouse MasterReason Code MaintenanceCounting by Master Count ScheduleSystem ControlFunctional ProgramsABC Analysis and UpdateManual ABC ClassificationCount Day CalendarCount Schedule Generation

Counting by Master Count Schedule, Location,or PhysicalFunctional Programs for Both MethodsCount Day SetupCount Day MaintenanceCount Day Initiation

The PRMS Counting ProcessPrint Counting TagsCount Entry MaintenanceCount Adjustment EntryCount Adjustment Posting

RMS/Teachkit

PRMS Lot Control return to Course Summary

Duration 1 Day

Audience Master Production Schedulers, Production Control, Mgr Materials/Purchasing,Operation Mgr, Cost Accountant, Mgr Cost Accounting, Controller, Parts &Service Mgr, Order Entry, Distribution & Warehouse Mgr, Buyer/Planners,Programmer/Analysts, Business Analysts

Goals Understand what Lot Control in PRMS is and the ramifications for performingtransactions. Understand the architecture of the lot control system. Be able to lookup inventories and perform lot tracing and understand the results. Be able to setupand process inventory transactions with lots.

Topics Covered Overview, Features, Setting Up, Function by Function review of applications thatuse lot control, Reports & Inquiries

Course DetailsWhat is Lot Control When to Print/Capture Lot ID

Manufacturing Order Allocation MaintenanceInventory Structure Work Order Maintenance

Major Features Manual Lot/Bin Allocation MaintenanceLot Master Maintenance Auto Lot AllocationModule Review Material Staging Request and Re-Staging

Lot/Bin Allocation InquirySetting UpReprint Pick Slip Report

Master File Maintenance Programs Material Transaction MaintenanceSystem Control Consolidated Pick MovementProduct Master Maintenance Staged Material IssuesProduct Structure Maintenance Production/Labor Entry

Batch Prod/Labor EntryTransaction Master MaintenanceReplenishment OrdersReceipt Transaction MaintenanceReplenishment Order EntryLot Master MaintenanceInventory Allocation Maintenance

Function by Function Review Auto AllocationsPurchase Order Receiving Shipment ConfirmationReceipts Data Base Replenishment Order ReceiptsReceipts Entry Suspense ReconciliationDisposition Update Warehouse Location Transfer

Inventory Control Customer Order ProcessingInventory Transactions When to Print/Capture Lot IDWarehouse Transfers Customer Order Allocation MaintenanceProduct Inquiry Allocation ParametersLot Inquiry , Lot Report Order EntryLot Tracking Report Order Entry Auto AllocationsAutomatic Warehouse Transfers Pick Slip PrintLot Potency Update Batch PullingLot Test Schedule Inquiry/Report Shipment ConfirmationLot Potency Inquiry/Report Reports & Inquiries

Cycle Count/Physical Inventory Hands-On WorkshopCount Day SetupCount Day Maint.Count Tags PrintCount Entry and MaintenanceCount Adjust Maint.Accounting Warehouse Write-Off

Product StructureProduct Structure Maintenance

Shop Floor Control

RMS/Teachkit

PRMS Accounts Payable return to Course Summary

Duration 1 or 2 Days

Audience AP Administrative, General Accountants, Business Analysts, Controller,Programmer/Analyst

Goals Proficiency in setting up, entering and processing vendor invoices for inventory andservices. Understand additional payment options including electronic processing.

Topics Covered AP Master file configuration, Payment Processing, Reports & Inquiries

Course DetailsPayment Processing Overview Historical PPV Report

PPV Subledger ReportMajor FeaturesPurchase Order Variance Report

A/P Invoice and Payment Processing Purchase Order Matching ReportInvoice Entry Types Payment ProcessingInvoice Registration A/P Invoice and Payment Processing

Master File Configuration Auto Payment SelectionSystem Control Bank Payment StatusBank Identification Control

Payment Selection MaintenancePayment Codes

Payment ProcessingBank Codes (Master)

Payment Print ResetPayment Summary - ChecksBank Payment Status ResetPayment Summary - Standard Payment (Other)Disbursement JournalPayment Summary - DraftsVoided PaymentsDistribution Set MaintenancePayment ReconciliationVendor Master MaintenanceDraft CloseVendor Payment Data MaintenanceReportsBank Identification Maintenance

Product Master Maintenance Preliminary Payment RegisterDisbursement JournalDock to Stock1099 Reporting File ListSystem ControlVendor Payment AnalysisReceipt Transaction MaintenanceA/P Trial BalanceDisposition Master MaintenanceDiscount Analysis ReportReportsOutstanding Payment ReportStandard Distribution Listing

Other TopicsSummary Vendor Master ListInvoice RegistrationDisposition Master List

Receipt Transaction Master List Invoice RegistrationInvoice Processing Setup

A/P Invoice and Payment Processing UseTrade AllowancesInvoice EntrySetupInvoice InquiryUse

Recurring Payables MaintenancePeriod EndInvoice Correction

A/P Period CloseOpen Item MaintenanceMTD Transaction Register

Reports MTD Intercompany Transaction RegisterRecurring Payables Report MTD Payment RegisterTransaction Register

A/P Matching File PurgeCash Requirements Report1099 ProcessingAged Payables ReportCreate 1099 Reporting FileInvoices on Hold Report1099 Reporting File ListBank/Payment Code Audit Report1099 Report File MaintenanceDistribution by G/L Account1099 Forms and TapeA/P Accrual Report

RMS/Teachkit


Course Details

Hands On Workshop

AppendixG/L Account DescriptionsA/P G/L Transactions

Appendix BFrequently Used PRMS Functions, MasterFiles, Inquiries and Reports

RMS/Teachkit

PRMS Accounts Receivable return to Course Summary

Duration 1 or 2 Days

Audience Accounts Receivable Department, General Accounting, Business Analysts,Programmer/Analyst, Financial Analyst

Goals Understand the features and functions available with the PRMS AccountsReceivable module. Understand and be able to apply payments to customerinvoices.

Topics Covered AR Overview, Setup by File/Function, Applying payments and adjustments toinvoices, Dunning, Self-Billing Overview, Electronic payment processing, Draftprocessing

Course DetailsOverview Non AR Cash Posting

Transaction Register RecoveryFeaturesMonth EndFour Types of ProcessingCustomer StatementsInvoices from Customer OrdersAR Period End UpdateInvoices without Customer Orders

Reports & InquiriesPayments with No InvoicesSelf-Bill Invoice Inquiries

Inquiries & Reports Customer Alpha LookupSetup and Maintenance - the Basics Corporate Customer Alpha Lookup

Accounts Receivable InquirySetup FunctionsAccounts Receivable InquirySystem Control

ReportsOrder Entry & Billing OptionsTransaction RegisterOB Default GL Account NumbersAR Trial Balance ReportInvoicing ControlAged Trial Balance ReportInvoice Release ControlCustomer StatementsPeriod End Dates and ControlAR Posting Summary ReportApplications Installed

DunningBank Identification ControlCurrency Code Maintenance Dunning SupportMulti-Currency Options Setup for DunningTaxation Options System ControlAccounts Receivable Message/Letter Codes

Master Files Dunning Control Code MaintenanceBank Master Maintenance Customer Master Maintenance

Payment Summary - Checks Processing DunningPayment Summary - Standard Payment

(Other)Dunning History UpdateDunning Extract

Payment Code Master Maintenance Past Due Extract MaintenanceTerms Code Maintenance Dunning Letter WriterPrinted Address Formats Customer Master

MaintenanceDunning History InquiryDunning History Purge

Corporate Customer Master MaintenanceReceive Payments via EDIOrder Type Maintenance

Remittance Advice ProcessingProcessing PaymentsRemittance Advice Batch Creation

Creating Invoices for Customer Orders R/A Batch MaintenanceCreating Invoices without Customer Orders R/A Batch Edit/UpdateAR Invoice Entry R/A Batch History Inquiry

Posting Payments to Invoices Self-BillingAR Cash Posting Self-Bill Invoice

Entering Adjustments SetupEntering Transfers OB Default GL Account Numbers

RMS/Teachkit


Course Details

Next Available Batch NumberCustomer Master MaintenanceOrder Entry

Processing Self-BillingSelf-Bill Invoice Batch CreationS/B Invoice Batch MaintenanceS/B Invoice Batch Edit/UpdateS/B Invoice Batch History Inquiry

ReportsMemorandum AR Trial Balance ReportMemorandum Aged Trial Balance Report

Draft ProcessingSetting UpSystem Control

System Options/Draft OptionsBank Codes

Payment Summary - DraftsPayment Code Master Maintenance

Processing DraftsDraft DepositsAR Cash PostingDraft Listing

Processing DraftsDraft StatementsDraft Close

RMS/Teachkit

PRMS Managing Outside Operations return to Course Summary

Duration 1/2 or 1 Day

Audience Cost Accountant, Production Control, all persons in Materials organization,Business Analyst, Programmer/Analyst, Purchasing Agents, Buyers,Administration

Goals Understand the specific concepts, setup and execution of Outside Operations inPRMS.

Topics Covered Overview and example, setup of all master files, step by step execution of functionsincluding print screens

Course DetailsWhat it Does Create the Dock to Stock Dispositions

ExecutionRequirements

Our Example Create a Work OrderSchedule the VendorDecisions to MakePick Components for VendorSetupShip Components to the VendorCreate a Unique Work Center for the VendorStatus Component Availability or Perform SpotInventory at Vendor

Create a Work Centers for Shipping and/orReceiving

Expedite the VendorCreate the Product StructureReceive from the VendorDefine the RouterPost Final Step of Work OrderUpdate Product StructureReceive and Enter Vendor InvoiceUpdate Product CostsCapacity Requirements PlanningEstablish General Ledger Accounts

RMS/Teachkit

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Documents

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