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Training Procedure

1. Training of Process

3. Training of Operating (2)

Stage 1

Stage 2

Stage 3

2. Training of Operating (1)

(Standard Data)

(Data Simulation)

(Concept)

1. Training of Process

CostCost

SalesSales

DesignDesign

MaterialMaterial

ManufactureManufacture

SalesSales

AccountAccount

1.1 Training of Process (Project)

1.1.1 Training of Process 1 (Project)

Create Estimation Sheet

Estimation Mng.- Estimation Sheet Mng.

Create Estimation BOM

Estimation Mng.- Estimation Sheet Mng.

SalesSales

CostCost

ManufactureManufacture DesignDesign

Confirm Estimation Sheet

Estimation Mng.- Estimation Sheet Mng.

Register Order

Order Mng.- Order Mng.

Register Order Detail

Order Mng.- Order Mng.

Issue Work Order

Order Mng.- Order Mng.

Create Working Budget Sheet

Working Budget Mng.- Set Working Budget

Confirm Working Budget Sheet

Working Budget Mng.- Set Working Budget

Accept Work Order

Working Budget Mng.- Set Working Budget

Create Production Plan

Working Budget Mng.- Set Working Budget

Confirm Production Plan

Working Budget Mng.- Set Working Budget

Register Work Order

Work Mng.-Work Direction Mng.

Accept Work Order

Design Plan Mng.-Design Schedule Mng.

Create Project BOM

BOM Mng.-BOM Mng

Confirm Project BOM

BOM Mng.-BOM Mng

Run NRP

BOM Mng.-BOM Mng

Issue Project POR

BOM Mng. – POR Mng

Confirm Project POR

BOM Mng. – POR Mng

SalesSalesMaterialMaterial

ManufactureManufacture

Create Out-Bound Request

Work Mng. – Work Direction Mng

Register Work Order Result

Work Mng. – Work Result Mng

Register Purchase Order

PO Mng. – General PO Mng.

Confirm Purchase Order

PO Mng. – General PO Mng.

Register In-Bound

Receipt Mng. – In-Bound Mng.

Register Request Out-Bound

Receipt Mng. – Out-Bound Mng.

Purchase Settlement

Receipt Mng. – Settle Account Mng.

Item-Delivery Mnanagement

Delivery Mng. – Collection and Disbursement Mng.

Issue Transaction Statement

Delivery Mng. – Collection and Disbursement Mng.

Register Sales

Sales/Collection Mng. – Sales Mng.

Issue Tax Bill

Sales/Collection Mng. – Sales Mng.

Transfer Sales Amount

Sales/Collection Mng. – Sales Mng.

Collection Plan, Result

Sales/Collection Mng. – Collection Mng.

Transfer Collected Amount

Sales/Collection Mng. – Collection Mng.

1.1.2 Training of Process 2 (Project)

1.2 Training of Process (Manufacture-with stock)

MaterialMaterial

ManufactureManufacture

DesignDesign

DesignDesign

MaterialMaterial

1.2.2 Training of Process (Manufacture-with stock)

ManufactureManufacture

Create Mass Production Plan

Production Plan Mng. – Mass Production Mng

Register Mass Production

Production Plan Mng. – Mass Production Mng

Register Mass Production Product

Production Plan Mng. – Mass Production Mng

Create Production Plan

Working Budget Mng.- Set Working Budget

Register Work Order

Work Mng.-Work Direction Mng.

Create Out-Bound Request

Work Mng. – Work Direction Mng

Register Request Out-Bound

Receipt Mng. – Out-Bound Mng.

Create Project BOM

BOM Mng.-BOM Mng

Confirm Project BOM

BOM Mng.-BOM Mng

Run NRP

BOM Mng.-BOM Mng

Issue Project POR

BOM Mng. – POR Mng

Confirm Project POR

BOM Mng. – POR Mng

Confirm Production Plan

Working Budget Mng.- Set Working Budget

Register Work Order Result

Work Mng. – Work Result Mng

MaterialMaterial

ManufactureManufacture

DesignDesign

1.3 Training of Process (Manufacture-without stock)

1.3.1 Training of Process (Manufacture-without stock)

DesignDesign MaterialMaterialManufactureManufacture

Create Mass Production Plan

Production Plan Mng. – Mass Production Mng

Register Mass Production

Production Plan Mng. – Mass Production Mng

Register Mass Production Product

Production Plan Mng. – Mass Production Mng

Create Production Plan

Working Budget Mng.- Set Working Budget

Register Work Order

Work Mng.-Work Direction Mng.

Create Out-Bound Request

Work Mng. – Work Direction Mng

Create Project BOM

BOM Mng.-BOM Mng

Confirm Project BOM

BOM Mng.-BOM Mng

Run NRP

BOM Mng.-BOM Mng

Issue Project POR

BOM Mng. – POR Mng

Confirm Project POR

BOM Mng. – POR Mng

Confirm Production Plan

Working Budget Mng.- Set Working Budget

Register Work Order Result

Work Mng. – Work Result Mng

Register Purchase Order

PO Mng. – General PO Mng.

Confirm Purchase Order

PO Mng. – General PO Mng.

Register In-Bound

Receipt Mng. – In-Bound Mng.

Purchase Settlement

Receipt Mng. – Settle Account Mng.

Register Request Out-Bound

Receipt Mng. – Out-Bound Mng.

MaterialMaterial

1.4 Training of Process (Material )

MaterialMaterial

1.4.1 Training of Process (Material)

Confirm STOCK POR

Design Mng.-BOM Mng.-POR Mng.

Register Purchase Order

PO Mng. – General PO Mng.

Confirm Purchase Order

PO Mng. – General PO Mng.

Purchase Settlement

Receipt Mng. – Settle Account Mng.

Register In-Bound

Receipt Mng. – In-Bound Mng.

Issue STOCK POR

Design Mng.-BOM Mng.-POR Mng.

Warehouse Management

(In-Bound in the warehouse)

Slip Management

(Slip)

SalesSales

CostCost

1.5 Training of Process (Sales –with Stock )

1.5.1 Training of Process (Sales –with Stock )

When you “Register Order Details” screen, Remove checks in the Design Plan and Manufacture Plan box.

Create Estimation Sheet

Estimation Mng.- Estimation Sheet Mng.

Create Estimation BOM

Estimation Mng.- Estimation Sheet Mng.

SalesSales

Confirm Estimation Sheet

Estimation Mng.- Estimation Sheet Mng.

Register Order

Order Mng.- Order Mng.

Register Order Detail

Order Mng.- Order Mng.

CostCost

Create Working Budget Sheet

Working Budget Mng.- Set Working Budget

Confirm Working Budget Sheet

Working Budget Mng.- Set Working Budget

SalesSales

Item-Delivery Mnanagement

Delivery Mng. – Collection and Disbursement Mng.

Issue Transaction Statement

Delivery Mng. – Collection and Disbursement Mng.

Register Sales

Sales/Collection Mng. – Sales Mng.

Issue Tax Bill

Sales/Collection Mng. – Sales Mng.

Transfer Sales Amount

Sales/Collection Mng. – Sales Mng.

Transfer Collected Amount

Sales/Collection Mng. – Collection Mng.

2. Training of Operating

(Standard Data)

2.1 Input the Standard Data

HR Management & Security Rank Management by User 2.1.1

Configuration2.1.2

2.1.1 HR Management & Security Rank Management by User

ADD

HR > HR Management> HR Management

• Video File for Training

Utility > System Management > Security Management > Security Rank management by User

Create Generate of Chosen Employee

ADD

Add

Utility > System Management > Security Management > Business Place Management By Business Plance

2.1.1 Configuration

Company Info. Management

Work Shop Info. Management

Company Management

Configuration > Property

Apply to all

• Video File for Training

2.2 Input Standard Data

Standard Information – Material Management2.2.1

Standard Information – Production Management2.2.2

Standard Information – Design Management2.2.3

Standard Information – Sales Management2.2.4

Standard Information – Cost Management2.2.5

2.2.1 Standard Information - Material

Items Group Management

Items Code Management

Materials Purchase Price Management

Configuration > Standard Information > Material Management

Management Cost/Item

Warehouse Code Management

Cifiguration

Apply to All

• Video File for Training

2.2.2 Standard Information-Production

Process CodeManagement

Work Shop Management

Process Series Management

Add

Configuration

Registration Wizard

Apply All

Copy Wizard

• Video File for Training

Configuration > Standard Information > Production Management

2.2.3 Standard Management - Design

Design Series Management

Design Series ItemsManagement

Standard BOM Management

Copy Item

Configuration

Apply All

Button...

Configuration > Standard Information > Design Management

• Video File for Training

2.2.4 Standard Information - Sales

Register of Items Sales UnitPrice

Inquiry of Items Sales UnitPrices

Configuration

• Video File for Training

Configuration > Standard Information > Sales Management

2.2.5 Standard Information - Cost

CBS Code Management

CBS Management by Items

Actual Cost ResultConfiguration

Copy Std CBS

Configuration

Copy Item

Configuration > Standard Information > Cost Management

• Video File for Training

3. Training of Operating

(Data Simulation)

3.1 Sales

Estimation Management3.1.1

Order Management3.1.2

3.1.1 Estimation Management

Create Estimation Sheet

Create Estimation BOM

Sales > Estimation Management >Estimation Sheet Management

Est. Copy

Est. BOM

Copy BOM

Apply Item Amount

Apply Qty.

Apply Amount

Apply Margin

Apply Margin

Confirm Estimation

Print

Print Estimation Sheet

• Video File for Training

3.1.2 Order Management

Register Order

Register Order Detail

Sales > Order Management > Order Management

Order Copy

Order Details

Issue Order

Issue Work Order

Issue

Print

Print Work Order

• Video File for Training

3.2 Manufacture

Production Plan Management – Production Management3.2.1

Work Management – Work Direction Management3.1.2

3.2.1 Production Plan Management – Production Management

Accept Work Order

Create Production Plan

Manufacture > Production Plan Management > Production Management

Register

Create

Confirm Production Plan

Confirm

• Video File for Training

3.2.2 Work Management – Work Direction Management

Register Work Order

Manufacture > Work Management > Work Direction Management

Create

Detail Register

• Video File for Training

3.3 Design

Design Plan Management – Design Schedule Management3.3.1

BOM Management – POR Management3.1.2

3.3.1 Design Plan Management – Design Schedule

ManagementDesign > Design Plan Management > Design Schedule Management

Accept Work Order

Create Project BOM

Acceptance

Apply Order

Confirm Project BOM

Confirm

Std. BOM

Run MRP

Design > BOM Management > BOM Management • Video File for Training

3.3.2 BOM Management - POR Management

Issue Project POR

Confirm Project POR

Issue

Apply All

Confirm

Design > BOM Management > POR Management

• Video File for Training

3.4 Material

PO Management – General PO Management3.4.1

Receipt Management3.4.2

3.4.1 PO Management – General PO Management

Register Purchase Order

Confirm Purchase Order

Material > PO Management > General PO Management

PO Register

Confirm

Print Purchase Order

• Video File for Training

3.4.2 Receipt Management

Register In-Bound

Modify In-Bound

Material > Receipt Management>In-Bound Management

Reg. In-Bound

Create Out-Bound Request

Mod. In-Bound

Register

Print

Register Request Out-Bound

Out. Register

Mod. Out-Bound

Manufacture > Work Management > Work direction Management

Material > Receipt Management>Out-Bound Management

• Video File for Training

3.5 Manufacture

Work Management – Work Results Management3.5.1

3.5.1 Work Management – Work Results Management

Register Work Order Results

Register Daily Work

Manufacture > Work Management > Work Results Management

Actual

• Video File for Training

• Video File for Training

3.6 Sales

Delivery Management – Collection and Disbursement Management3.6.1

Sales Collection Management – Sales Management3.6.2

Sales Collection Management –Collection Management3.6.3

3.6.1 Delivery Management – Collection and Disbursement Management

Item- Delivery Management

Issue Transaction Statement

Sales > Delivery Management > Collection and Disbursement Management

Mod. Out. Item

Issue

Pring

• Video File for Training

3.6.2 Sales Collection Management – Sales Management

Register Sales

Issue Tax Bill

Sales > Sales Collection Management >Sales Management

Register Sales

Issue

Print

Transfer Sales Amount

• Video File for Training

3.6.3 Sales Collection Management

- Collection Management

Collection Result

Transfer Collected Amount

Sales > Sales Collection Management > Collection Management

Results

• Video File for Training

Thank You

• #206 Hyundai Tower Office, 690-4 Jeonpo 1Dong Jin-Goo Busan City, Korea• Tel. : +82-51-803-5462~4• Fax. : +82-51-803-5465• E-mail : jgshin@cad.co.kr