My Steel Software-Training Videos

My Steel Software-Training Videos


Accounting

Accounting Setup

  1. Adding / Modifying Chart of Accounts. Setup and Organization.
  2. Division setup and maintenance
  3. Setup for Vendors and Customers. Managing Ship to/Remit To

General Ledger

  1. GL Overview
  2. GL account posting inquiries
  3. Creating a Journal Entry - manual, import, copy, revert
  4. Approving journal entries
  5. Reconcile Bank Statements
  6. Accrual based system, Correcting accruals for any corrections
  7. Reconcile Accruals, COGS, Inventory, ARAP
  8. Month End closing procedure

Inventory

  1. Add GL / Non GL Cost to Inventory. Physical inventory adjustments Write off. Write down Inventory value.

Accounts Payable

  1. Accrual overview / Adjusting as needed / Purging as needed
  2. Enter Steel Payable - Payables Enter Steel Payable - debit memos
  3. Enter Freight Payables
  4. Enter Processing Payable
  5. Enter Rail payables
  6. Enter Commission payables
  7. Enter Storage payables
  8. Enter Other Payables (Production supplies, Insurance bills, Rent, Utility etc), Approval process
  9. Enter Other Payables - Debit Memo
  10. Creating Other PO for purchasing supplies
  11. One check at a time, Mass Check run. Reprinting Check, Voiding / Stop Payment.
  12. Mass Check run. Reprinting Check
  13. Sending ACH
  14. Sending Positive Pay
  15. Enter Credit card statements
  16. Using Payables Wizard


Accounts Receivable

  1. Understanding invoice and wizard
  2. "Invoicing Material shipped from our location / outside location. 
  1. Invoicing Wizard. Review Wgt with BOL, Review Margin for accuracy.
  2. Grouping by PO # Confirm freight rates before creating invoice."
  1. Invoicing Consignment Release procedure.
  2. Invoicing Toll Processing orders.
  3. Approving invoices with negative margin before sending to customer.
  4. Create a general, manual invoice.
  5. Review Invoice margin functions.
  6. Creating a Debit memo to adjust cost after material is processed / invoiced.
  7. Sending Invoices to Customer via Email.
  1. Config at Customer > Contacts tab / ShipTo / Contact record.
  1. Correct any old invoices. Voiding invoice. From Closed Period / Current Period.
  2. "Cash Posting - On invoices, Prepayment, Overpayment, Short payments,
  1. Bank charges. Mass check posting. Discount posting"
  1. Customer sent us a check by mistake. Send Refund.
  2. DMA / Credit memo.
  3. Send Customer Statements.
  4. Approving Credits for customer sales orders.
  1. Adjusting / Overriding credit checks. Credit Holds.
  1. Collection Calls.

Quality Control

RMA Customer

  1. Enter RMA, work through process of approval.
  2. Issue Credit Memo and Restock Material.

RMA Vendor

  1. Create DM for Steel Vendor.
  2. Reject going to customer inventory.
  3. Create DM for Processor / Freight Vendor.

Inventory

  1. Handling On Hold material - Receiving, Production, Inventory, Ship. SSRS Hold Inv Report.

Production Planning

Production Planning

  1. Create Outside Processing PO - PRC/SAM/LVL/PKL/COA/PAI/PAS/TBP (From PO / INV).
  2. Receiving production from Outside Processing PO - Manual / EDI.
  3. Production Costing / Internal and External.
  4. Create Internal Work Order.
  5. Create Toll Order.
  6. Schedule Internal jobs. Update due dates for Outside jobs.

Tube Production

  1. Tube Part Number Details.
  2. Create Internal TUBE Work Order.
  3. Work Order Costing and Finalizing Internal work orders.

Shop Floor

Schedule 

  1. Manage Production Schedule Screen / Machine stop reasons.
  2. Machine stop reasons.
  3. Sign-in Sign-out from shifts.

Run Job

  1. Tool Calibration.
  2. Run SLIT / CLEAN / INSPECTION/ROLLING/EDGING Job.
  3. Run CTL Job.
  4. Run SHEARING Job. 
  5. Run TUBE Job.

Pack Line

  1. Weight Station
  2. Run PACKAGING Job - 72


 

Inventory

  1. Moving Inventory within shop floor / Hand held devices


Maintenance

  1. Operators creating maintenance tickets / monitoring
  2. Maintenance Request / Preventative Maintained Procedures


Physical Inventory

  1. Run physical inventory audit at our shop floor. Year end. Inventory reconciling from 3rd Party WH

Purchasing

Purchase Orders

  1. Looking up Inventory Grade and Understanding.
  2. Looking up Heat Numbers and understanding.
  3. Setting up Purchase Part Numbers.
  4. "Creating Prime Material PO".
  5. Creating Material PO for Spot Buys.
  6. Creating a PO from Mill List / Import from Excel.
  7. Copying a Closed PO.
  8. Approving a PO.
  9. Monitoring the PO Status and Follow up. Reporting. Updating Due Date etc.
  10. Receiving PO at Outside Location.
  11. Creating No Tags Release for Inbound material.

Purchase Receipts

  1. Receiving Material from Overseas Vendors through Weight Breakouts.

Inventory

  1. Moving inventory from Point A to Point B / Transfer Location.

Toll Processing

Customer Inventory

  1. Receive Customer inventory from Appointment.
  2. Write toll orders, schedule for production, quick shop run job, and FG back in stock.
  3. Customer Inventory Management - Functionality Overview.
  4. Transfer from One Customer to Another.
  5. Releasing Customer inventory. Quick review of shipping.
  6. Invoicing toll production orders.

Logistics

Inbound

  1. Receiving OWNER Material from Vendor manually / Thru EDI.
  2. Receiving Customer Material for TOLL manually / Thru EDI.
  3. Receiving OWNER Material inbound from another location. Inventory transfer.
  4. Sending Receiver to Customer for TOLL customer material.

Traffic

  1. Shipping our material from 3rd party location to customer.
  2. Managing negotiated freight rates and surcharges.

Outbound

  1. Understanding Release types, Converting Release to BOL.
  2. Shipping customer material for TOLL to customer.
  3. Master BOL, mixing multiple outbound loads.

Customer Service / Sales

Setup

  1. Update Customer information, Ship-to information.

Quote

  1. Sales person register all sales inquiries

CSR

  1. Create and Maintain Part Number.
  2. Create SPOT Orders.
  3. Understanding Sales order Totals.
  4. Create AS-IS Sales Orders, Once approved... release.
  5. Create Blanket Sales order, with Releases.
  6. Create Consignment order, with Releases.
  7. SALES ORDERS CREDIT APPROVAL.
  8. Print Certs / BOLs etc to send to customers. Automatic from BOL level anyway.
  9. Send ORIGINAL mill cert copy to customer configuration.
  10. Add additional comments to the BOL to print on the BOL.
  11. Release from multiple pickup locations. Master BOL.

Toll

  1. Create and Maintain Part Number.
  2. Creating Toll Work Order.
  3. Reporting of Customer Inventory to customer in excel format.
  4. Toll Release to shipping.

Release

  1. Creating Blank release for scheduling trucks (prelim).

System Admin

  1. Assigning permission for the user groups in various levels.
  2. How to use SSRS Reporting deployment and configurations. SSRS Reporting deployment and configurations.




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