Winter 2007 Training Tour
AHM Track - Agenda
Project Estimating
Project Transfer Specwriter to AHM Advantage to AHM AHM to AHM Setup Project New Duplication Routines Complete Partial Short Code List Hardware Groups Openings Date Fields Imperial / Metric F6 Options Project Defaults Hardware Options Hardware Finishes Door and Frame Options F6 Options Hardware Short Code Master Build from eCatalog Special Product Split Finishes Split Trim Sized Product Notes Maneuvering F6 Options Hardware Groups Build from Hardware Short Code List F2 Direct Singles, Pairs, Multilples Duplication F6 Options Hardware Costing Discounting F6 Options Door / Frame Short Code List Door / Frame Takeoff Opening by opening Bulk Preps Duplication F6 Options Elevations Utilize System for Hardware Preps Create Short Code Door / Frame Prep F6 Option Editing Preps Hardware Short Code List Hardware Groups Door / Frame Costing Door Group Summary F6 Options Frame Group Summary Elevations F6 Options Door / Frame Estimate Process Project Pricing Master Door / Frame Discounts Freight Markup Taxes Cost Sell Project Master Updating Date Fields
Door Group Summary
Project Detailing
Project Transfer Advantage to AHM AHM to AHM Setup / Update Project New Duplication Routines Complete Partial Short Code Lists Hardware Groups Openings AHM Estimate Date Sold Assign New Project Number Date Fields Detail Start Date F6 Options Project Defaults Hardware Options Hardware Finishes Auto Build Door Types Door and Frame Options F6 Options Review / Update Hardware Short Code Master Build from Hardware Short Code List F2 Direct Singles, Pairs, Multiples Duplication F6 Options Global Revisions Auto Browse List Create / Review Door Types Create Opening Door Master F6 Options Build Hardware Schedule Utlizing system Heading descriptions Direct Entry Review Hardware Schedule F6 Options Auto Browse List Update Hardware Costing Discounting F6 Options Review Project Pricing Master Confirm variance Create Hardware Submittal Package Queue Reports Cover sheet Finish List Manufacturer List Opening List Door Index Door Index - columns Key schedule Vertical schedule Hardware Preamble Option List Update Project Master Detailed Submittal Review / Update Door / Frame Short Code List Review / Update Door / Frame Takeoff Opening by opening Duplication F6 Options Review / Update Elevations Utlize System for Hardware Preps Create Short Code Door / Frame Prep F6 Options Editing Preps Hardware Short Code List Hardware Groups Update Door / Frame Costing Door Group Summary F6 Options Frame Group Summary Elevations F6 Options Door / Frame Estimate Process Create Opening Door Master (As Required) F6 Options Review Project Master Confirm variance Create Door Frame Submittal Package Door / Frame Preamble Door Frame Submittal Elevations Update Project Master Detailed Submittal
Build from Hardware Short Code List
Project Change Orders
Cause and Effect Deletions Additions Revisions Confirm Status Shipped Unship Staged Unstage Sourced Unsource
Project Management
Project Reports Purchasing forecasting Price protection Backlog report Product Sourcing Purchasing Stock Proactive Management Counter Sales (Quotations) Duplicate Quotation New Direct Entry Standalone type BPA type 'Owner's Stock' type F6 Options Reports
Counter Sales (Quotations)
Counter Sales (Sales Orders)
Duplicate Quotation Standard type BPA type 'Owner's Stock' type Sales Order New Direct Entry Project based Standalone F6 Options Reports
Quotation
Product Management (Purchasing)
Project Counter Sales Inventory Replenishment Combining POs Special Delivery Programs EDI Acknowledgements
Product Master (Inventory)
Frame Components Door Hardware Reorder Points Warehouse Locations Cycle Counting Adjustments Physical Count Process
Product Management (eCatalog Maintenance)
Buying Programs Discount programs Net\Net programs
Accounting
Accounts Receivable Receipts Adjustments Collections Reports Accounts Payable Receving reports Invoice entry Adjustments Checks Reports General Ledger Adjustments Reports