Course schedule

Week 1: Introduction to Masterplan
Week 2: Process Overview
Week 3: System Set Up and Misc.
- Payment Terms and
- Pricing Levels
- Supplier/Customer
- Sources and Groups
- Warehouses, Locations and Bins
- Workflows
- Report center
- Global Search and Search History
- Dashboard and KPIs
- Cloud Print
Week 4: Employees
- Employee and Access
- Overview
- Organizational Chart
- Time Allocations
- Time Cards
- Pay Codes
- Holidays
Week 5: Items
- Item Master
- Cycle Count
- Transfer Orders
- Traceability
- Item Inquiry
- Item Types
- Bill of Materials
- Standard Cost
- Workbench
- Engineering Levels and
- Revisions
Week 6: Sales
- Customers
- Quotes
- Sales Orders
- Shipping
- Pick Lists to Create KPI
- Customer Returns
- Delivery Blocks
- Setting Transit Time for Customers
- Sales Reps/Advanced Commission
- Freight Accounts, Terms and Additional Charges
Week 7: MRP
- Workbench
- Forecasting
- Supplier Schedule
- Messages, Recommendations and Shortages
- Material Groups
Week 8: Purchasing
- Suppliers
- Creating a Purchase Order
- Creating a Purchase Order From the MRP
- RFQ’s
- Goods Receipts
- Supplier Returns
Week 9: Maintenance
- Equipment
- Maintenance Orders and Requests
Week 10: Quality
- Corrective Actions
- Deviation Requests
- Feedback
- Non-Conformances
- Tool Calibration
- Quality Documents
- Inspection Holds
Week 11: Manufacturing
- Manufacturing Estimates
- Production Orders
- Converting Sales Orders
- Production Schedule
- Search History
- Work Centers
- Subcontracting
Week 12: Data Collection
- Logging In
- Manufacturing and Dispatch
- Indirect Time
- Production Inquiry
- Item Inquiry
- Work in Process
- Subcontracting
- Goods Movement
- Cycle Count
- Update Lot
- Issue Material
- Material Handler
- Non-Conformance
- Inspection
- Goods Receipt
- Maintenance Request
- Clear Screen and End Shift
Week 13: Receivables
- Customer Invoices
- Customer Credits and Receiving Payments
- Search History and Customer Analysis
Week 14: Payables
- Supplier Invoices
- Supplier Credits and Paying Suppliers
- Search History and Supplier Analysis
Week 15: Financials
- Chart of Accounts
- Accounting Defaults
- Product Codes
- Departments
- Banking
- Tax Codes
- Deposit
- Financial Statements
- Journal Entry
- Reconcile
- Register
- Standard Cost Workbench
- Cash Flow Forecast
- Accounting Periods
- Budgets