Downloadable transcripts with screenshots for each UniversitERP Class
Intro
1. How to Log In and Edit Your Profile
2. How to Set Up Company Info.pdf
3. How to Add Users
4. How to Add a Customer & their Addresses & Contacts
5. How to Create a Vendor and Add Contacts & Addresses
6. How to Create a Part
7. How to Create an Order
8. How to Create a PO (Purchase Order)
9. How to Run Reports and Create Bookmarks
10. How to Manage Documents
11. How to Use Workflows
Sales
1. How to Add a Customer & their Addresses & Contacts
2. How to Add Notes to Customer Records
3. How to Create a Quote (Part 1)
4. How to Create a Quote - (Part 2)
5. How to Create a Trans Code
6. Quote Lines - How to Clone, Delete, and View Part Info
7. How to Make Edits on BOM Worksheets
8. How to Send a Quote
9. How to View Your Own Quotes List
10. How to Clone and Close Quotes
11. How to Use Workflows
12. How to Commit an Order
13. How to Find a Specific Order
14. How to Edit an Order
15. How to Send an Order Acknowledgment
16. How to Run the Order List to See Your Backlog
17. How to Fulfill an Order
18. How to Log an RMA
Inventory
1. How to Receive Parts Into a Warehouse
2. How to Cancel a Receipt
3. How to Put Parts Away
4. How to Perform a Bin Move
5. How to Perform an Inventory Adjustment
6. How to Run the Part List by Bin (Inventory) Report
7. How to View the Inventory Activity Report
8. How to Run the Receipt List Report
Purchasing
1. How To Create Vendors and Add Contacts & Addresses
2. How to Set Vendor Cost Breaks
3. How to Create a Part in Cetec ERP
4. How to Assign a UOM to a Part
5. How to Create Non-Inventory Parts
6. How to Create a PO (Purchase Order)
7. How To Manage an Open PQuote or PO
8. How to Buy Per Job (Create a PO from a Sales Order)
9. How to Use Workflows
10. How to Run MRP
11. How to View a Part Waterfall
12. How to Run a PO List Report
13. PO Reporting - By Header, By Line
14. How to Look Up Material Shortages (Order Material Report)
Engineering
1. How to Create PRCs
2. How to Edit Parts
3. How to Create Cross Parts
4. How to Assign a UOM to a Part
5. How to Create Non-Inventory Parts
6. How to Create a BOM
7. How to Create a Multi-Level BOM
8. How to Upload a Document to a BOM Revision
9. How to Create a Labor Plan (Traveler)
10. How to Model Your Production Setup (Labor Plan Data Maintenance)
11. How to Manage BOM Revisions (Manually)
12. How to Manage Revisions Using the ECO Process
13. How to Create a Workorder
14. How to Edit BOM Labor, Material, & Revisions On a Work Order
Scheduling
1. Overview_ Build-to-Stock vs. Sales Orders
2. Create a Build-To-Stock Order Using MRP - Build
3. How to Create a Custom Order
4. BOM Overview
5. Enter an Order for a Multi-level BOM - Use Build YES
6. Enter an Order for a Multi-level BOM - Use Build NO
7. Enter an Order for a Multi-level BOM - Use Build WITH TOP
8. Material Planning - Subassembly Build Defaults and Manual Adjustments
9. How to Look Up Material Shortages (Order Material Report)
10. Material Planning - Lead Time & ROP
11. How to Do a Stock Check
12. How to Create a Labor Plan (Traveler)
13. How to Schedule Work Orders on the Gantt Chart
Quality
1. How to Create a Receiving Inspection
2. How to Create an Inspection on an Open Order
3. How to Create an NCR
4. How to Create a CAR (or CAPA)
5. How to Run Inspection Reports
Production
1. Order Release - How to Print a License Plate and Pick List
2. How to Batch Release and Assign Work Orders
3. How to Find Released Orders by Location
4. How to Pick and Dekit Parts on Orders
5. Picking - How to Overpick a Work Order
6. Order Processing - Perform a Part Request
7. How to Run the Production Order List
8. How to Move Work Orders to Work Locations in the Routing Steps
9. How to Log Time on a Work Order
10. Workorder Management - Complete Required Work Instructions
11. Time Tracking - Delete Work History
12. Order Processing - Outsource PO
13. Order Processing - Serial Assemblies
14. Order Processing in Cetec_ How to Split a Line
15. Complete a Work Order - How to Receive an Internal Build Order
16. Complete a Work Order - How to Ship an External Sales Order
A/R
1. How to Update Customer Credit Limit and Terms
2. How to Send an AR Statement
3. How to Edit and Resend an Invoice
4. How to Create a Bill Only Invoice
5. How to Process a Prepayment
6. How to Take Payment from a Customer
7. How to Process an Overpayment from a Customer
8. How to Create a Credit Memo and Apply to a Customer Invoice
9. How to Create a Deposit
10. How to Run AR Aging and Detail Reports
11. How to Review and Print AR by Customer
A/P
1. How to Enter a Voucher
2. How to Pay a Bill and Print a Check
3. How to Create, Approve, and Pay Vouchers
4. How to Run the Voucher List and Batch Pay Vouchers
5. How to Create Debit Memo and Apply it to a Vendor Payment
6. How to Enter a Vendor Prepayment
7. How to Perform a Check Run
8. How to Perform a Bank Reconcile