supplier portal - microsoft · 2019-11-04 · speaker © deltek, inc. all rights reserved. 3 bryce...
TRANSCRIPT
CP-85:Inventory and Sales Orders, 2 Peas in a Pod
Bryce Behunin, Deltek
Topics• Sales Orders
• Bills of Material
• Inventory Tracking
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Speaker
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Bryce Behunin, CPIM, CLTD
Sr. Solutions Engineer, Deltek
Sales Orders
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Sales Order Basics
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Approval Titles
Approval Process
Pick and Issue
Shipping Labels/
Packing Lists
Ship Transactions
Approval Shipping
Customer Setup
Catalogs
Entry
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» Customer Setup
» Catalog/Project Pricing
» Other Defaults
» Catalogs
» Price Breaks
» Custom List
» Order Defaults
» Create/Update via
Preprocessors
Sale OrderEntry
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» Approval Titles
» Approval Levels
» User’s Approval Levels
» Approval Process
» Values may be set at
different Start values
Sales OrderApproval
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» Pick Lists
Sales OrderShipping
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» Issue to Sales Order
Sales OrderShipping
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» Ship Transactions
Sales OrderShipping
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» Shipping Labels
» Label Count
Sales OrderShipping
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» Packing Lists
Sales OrderShipping
Bill of Materials
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Bill of Materials Basics
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Maintenance Purpose
Yield and LT Offset
Clone/Copy MBOM
Component Types
Component Effectivity
Drive Requirements
Identify Tools
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» Yield and LT Offset
Bill of MaterialMaintenance
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» Clone vs. Copy MBOM
» Clone MBOM/Lines
» Copy Lines
Bill of MaterialMaintenance
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» Component Types
» Buy with Components
» Phantom
» MPS Planning-Only
» Reference
» Standard
» Tool
» Deleted
» Component Effectivity
Bill of MaterialMaintenance
Bill of Material Purpose
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» Drive Requirements
» MRP
» Sales Order Line Components (ATO)
» Identify Tools
Inventory
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Inventory Basics
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Tracking Transactions
View Part Inventory
Inventory Reports
Physical Counts
Issues
Adjustments
Transfers
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» View Part Inventory
InventoryTracking
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» Inventory Reports
InventoryTracking
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» Physical Counts
» Cycle Counts
» Standard Physical
» Physical Count Tools
» Update ABC (Cycle)
» Create Physical Counts
» Print Physical Count Sheets
» Manage Actual Counts
» Create Physical Count Adjustments
InventoryTracking
Inventory Transactions
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Cost
Quantity
Scrap
Inventory
Location
Mass
Adjustments Transfers
Manufacturing Orders
Project/Account/Org or PO
Sales Orders
Issues
Inventory Transactions
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» Issues
» Manufacturing Orders
» Project/Account/Org or PO
» Sales Orders
» Adjustments
» Cost
» Quantity
» Scrap
» Transfers
» Inventory
» Location
» Mass
» Misc Receipts
Costpoint Seller Bundle
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