PFC USER GUIDES

 

Payroll & Financial Center User Guides

Version 9.1

LINK website

Distribution & Manufacturing

Note:

Yellow Highlighted Row - User Guide Information is Pending. Please use the 9.0 Training Guide Information

NOTE: Some of the work instructions below may have an interactive INTERACT course available. If you are not sure how to use INTERACT click here for a brief online course detailing how to take an INTERACT course.

Lesson 1: Sales Order
Title
Training Guide
INTERACT
Job Aid

Confirm Status Change

Credit Order

Direct Sales Order Entry

Create Sales Quote for Stock Item

Generate Sales Order From Sales Quote

Modify Quote Custome or Sales Order Document

Print Sales Quote to Customer or Engineering

Sales Ledger Inquiry

Service Sales Orders

S1 O1 FAQ

Lesson 2: Manufacturing
Title
Training Guide
INTERACT
Job Aid

Attaching Routing and BOMs to Work Orders

Creating BOMs

Creating Routings

CSI Work Orders Gernerated Manually

Printing Work Orders

Shop Floor Transactions Using dcLINK

Shop Floor Transactions Using EnterpriseOne

Work Order Entry

Lesson 3: Purchasing
Title
Training Guide
INTERACT
Job Aid

Purchasing Gererating An OJ From a ZC

Generating AG for N or S Line Type From OJ

Generating ZP from ZR

How To Enter A ZR

Inquiring Vendor Address Book Records

Reviewing Approval Status of Purchcase Requisitions, Contracts & Purchase Orders

Revising A Purchase Document

Entering Receipts by PO

Reversing Receipts

Running Purchase Receiver Report

Revising Supplier Catalog

Revising A Porcurement Order Template

Component Shortages Work Bench

Reorder Point Requisitions and Purchase Orders

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Lesson 4: Inventory
Title
Training Guide
INTERACT
Job Aid

Define Warehouse Locations

Manufacturing Accounting Additional Notes

Manufacturing Accounting Overview

Print Warehouse Locations Labels

Enter Change Work Center Rates

Enter Change Work Center Setup

Assigning an Item to a Branch/Plant Primary Location

Training Guide

INTERACT

Assigning an Item to a Secondary Location

Training Guide

INTERACT

Changing Primary Location

Training Guide

INTERACT

Defining Reorder Quantities

Training Guide

INTERACT

Defining Item Costs

Training Guide

INTERACT

Inventory Transactions - Creating an Issue

Training Guide

INTERACT

Transferring Items Within Same Branch Plant Reviewing Quantity Availability via Item Number

Training Guide

INTERACT

Reviewing Quantity Availability via Item Description

Training Guide

INTERACT

Creating an Issue Using Item Search

Training Guide

INTERACT

Reversing an Entry

Training Guide

INTERACT

Inquiring on Detailed Item Availability

Training Guide

INTERACT

Inquiring on Item Availability by Branch/Plant

Training Guide

INTERACT

Selecting Items To Count

Training Guide

INTERACT

Reviewing Items to Count Online

Training Guide

INTERACT

Running the Print Cycle Count Sheets

Training Guide

INTERACT

Entering Cycle Count Results

Training Guide

INTERACT

Reviewing Cycle Count Variance On-Line

Training Guide

INTERACT

Running the Cycle Variance Detail Report

Training Guide

INTERACT

Approving the Cycle Count

Training Guide

INTERACT

Running the Cycle Count Update

Training Guide

INTERACT

Verifying the Cycle Count Has Completed

Training Guide

INTERACT

Verifying the Updated Quantity On Hand

Training Guide

INTERACT

Resetting Frozen Values

Training Guide

INTERACT

Canceling a Cycle Count

Training Guide

INTERACT

Enter Recipts by Purchase Order Receipt Routing

Reverse Receipts By Purchase Order Receipt Routing

Assign Revise Receipt Routes

Transfer Items To Operations Movement To Stock

Printing a Shortage Report and Working with Component Shortages

Lesson 5: Accounting
Title
Training Guide
INTERACT
Job Aid

Invoice Processing Sales Order Accounting

Training Guide

INTERACT

Lesson 6: Printing Requisition
Title
Training Guide
INTERACT
Job Aid

On-Line Printing Requisition

Training Guide

INTERACT

Printing Requisition Review

Training Guide

INTERACT

Lesson 7: QRCs
Title
Training Guide
INTERACT
Job Aid

Add A New Item

Add Vendor or manufacturer Part Number to the Cross Reference

Approve A Service Sales Order

Approving Purchase Requisitions Shop Supervisors

Attaching Existing Routing & BOM to Work Order

Attaching Existing Routing & BOM Work Order

Creating A Custom Parts List

Creating A Custom Routing

Creating A Service Order

Creating A Work Order Manually

Creating Custom Parts List

Creating Custom Routing

Creating Work Order Manually

Determine Next Number For Non Stock

Enter Transfer Order

Enter Sales order Agency SI

Enter Sales Order Non Agency SO

Enter Transfer Order

Entering Line Attachments Inmate Clerks

Entering Line or Text Attachments Shop Supervisors

Generating An OJ From ZC Inmate Clerks

Generating MPS or MRP Branch Plant

Generating OJ From A ZC Shop Supervisors

Generating ZG For Non S Line Type From OJ Shop Supervisors

Generating ZP From An AR Shop Supervisors

Hours Quantities Proof Or Update

How To Enter A ZR Shop Supervisors

How To Enter ZR Inmate Clerk

Manufacturing Journal Entries Completion Proof or Final

Manufacturing Journal Entries Variance Proof or Final

Manufacturing Journal Entries WIP

Print Transfer Order

Printing or Attach & Print A Work Order

Processing MPS or MRP Messages

Production Cost Inquiry

Receive Transfer Order dcLINK Scanners

Receive Transfer Order

Reprint Sales Order Acknowledgement

Reviewing Approval Status of Purchase Requisitions Shop Supervisors

Revising A ZR or OJ Shop Supervisors

Transfer Order Ship Confirm dcLINK Scanners

Transfer Order Ship Confirm

Unplanned Issues dcLINK Scanners

Work order Completions dcLINK Scanners

Work Order Completions Super Backflush

Work Order Issues dcLINK Scanners

Work Order Issues