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Tuesday | 8:00 AM - 9:15 AM |  | ADVT 301 - Access Customization Workshop, Part 1 |  | This session will focus on answering the following questions: "What is under the hood in Access?” and “How can I make changes to it?" We will dive into the product to see how to make minor changes that produce extraordinary results. By the end of the session, you will be able to:
- Make cosmetic changes to reports such as sales orders, invoices and purchase orders.
- Add some additional fields and logic to a report.
**Prerequisite is a basic knowledge of MS Access and the elements of an Intuitive client installation on a workstation.
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|  | FIN 301 - Advanced Reconciliation | | This session will focus on strategies to solve reconciliation issues before month-end closing begins. It will be best suited to CFOs, controllers, and mid- to senior-level financial management. This session will cover:
- Manage by Exception – AR Aging
- Manage by Exception – Inventory
- Manage by Exception – WIP
- Manage by Exception – Purchasing
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|  | MYC 101 - Communication Tools | | During this session we will be discussing how smart phones and iPad’s could be effectively used to access critical shop floor, sales and other data in Intuitive ERP system. We will review techniques used by Intuitive ERP customers to enable their external sales forces as well as internal production staff to connect to the system from a remote hand-held device in order to find information and process transactions. In addition to the mobile devices discussion, we will review a case study of an Intuitive ERP customer who uses Alert functionality very effectively and implemented a number of custom changes to Alert Messenger in order to provide their customers and employees with timely, accurate and detailed information about orders, shipments, engineering charges, etc. Overall, this session will be an opportunity for customers to have an open discussion about the ways to utilize mobile communication technology currently as well as to share their ideas about the ways to improve it in the system in the future. This session is ideal for anyone interested in learning how to deploy smart phones / iPad technology in their organizations. During this session you will learn how to:
- Use Remote Desktop connectively apps with an iPhone / iPad / other smart phone / tablet to connect to the Intuitive ERP system.
- Implement Terminal Server or Virtual Machine environments for the users to connect to (an overview of the solution).
- Better manage your shop floor by deploying Shop Floor Manager on a mobile device.
- Provide external sales force access to all critical CRM and sales information in the system.
- Access critical company data through Advanced Reporting dashboards and reports on a mobile device.
- Learn how other Intuitive ERP users utilize mobile technology to gain competitive advantage.
- Use existing or custom Alert Messages to improve communication with customers, vendors and employees.
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|  | PROD 101 - Highlights of Intuitive v8.5 and v8.6 | | This session will focus on a high-level overview of features, enhancements and noteworthy bug fixes included in Intuitive v8.5 and v8.6. Depending on your current version and future upgrade plans, this session will help you:
- Begin preparing to take advantage of new features coming after your next upgrade.
- Better understand the features available to you in your current version.
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|  | PROD O 101 - Shop Floor Data Collection Product Overview | | This session will focus on how Shop Floor Data Collection (SFDC) can help users go “paperless” by eliminating the need for stacks of bar-coded documents that typically clutter the shop floor. By simply scanning a purchase order, shipment or work order number, users can electronically select the items to be received, shipped and issued. Additionally, SFDC terminals will allow users to easily look up inventory in various locations, which can enhance the put-away, transfer, adjustment or issue of material. This workshop will illustrate all of the transaction sets that are available. It is intended for customers not currently using the SFDC product, and those that want to learn more about:
- Options on equipment (wired and wireless).
- How to perform transaction sets that are available.
- Label options.
- Integration architecture.
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| 9:30 AM - 10:45 AM | | ADVT 302 - Access Customization Workshop, Part 2 | | This is part two of a two-part series and will focus on answering the question: "Intuitive report does not fit what I need;can I make my own report in Intuitive using MS Access?" We will do this by working through how to create a new menu item in Intuitive. By the end of the session, you will be able to:
- Design and create a form, query and report in MS Access.
- Add that form to Intuitive and run it like any other report.
**Prerequisites include “Access Customization Workshop, Part I,” some knowledge about creating MS Access forms, queries and reports, and knowledge of basic programming, Intuitive tables and fields information.
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| | FIN 202 - Foreign Currency Set Up and Management in Intuitive ERP | | This session will focus on the set up and use of Intuitive’s Foreign Currency functions. By the end of this session, you will be able to:
- Identify the appropriate Master Controls associated with Foreign Currency Management.
- Understand the transactions created where multiple currencies are in use.
- Properly set up a bank account to manage foreign currencies.
- Understand why multiple GL accounts may be desirable for managing foreign currency payables and receivables.
**Prerequisites include a basic understanding of accounting principles and the ability to use day-to-day finance functions in the system.
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|  | OPS 202 - Customer Case Study: How to Implement Shop Floor Manager and Live to Tell the Tale | | | In this session, we will present the "Before," "During" and "After" picture of a customer’s Shop Floor Manager (SFM) implementation. Included in the presentation will be business environment, rationale, challenges encountered, business processes changed, hardware requirements, staff reaction, effort required and results. This is a great opportunity for anyone thinking of implementing SFM to hear one customer’s actual experience and to ask direct questions. By the end of this session, you will understand the steps involved in successfully implementing SFM, pitfalls to avoid and benefits experienced. |
| | PROD 102 - Product Roadmap | | This session will provide a high-level overview of features, functionality, technology, options and interfaces recently developed, and will provide a review of future development plans and timing. This session will:
- Assist you in making decisions about when to upgrade to the next Intuitive version.
- Determine whether new options available may be of value for your company.
- Provide an opportunity for you to give feedback related to our future development plans.
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| | PROD O 102 - Intuitive Extensions | | This session will focus on how to take advantage of some of Intuitive's capabilities of to round out your company's use of the product. We will discuss and demonstrate how your customers can place sales orders over the web, the ability to tie Intuitive directly to UPS and FedEx for shipping purposes, how you can fax or email customers and vendors instead of printing out bound documents, and how Intuitive can print customer-specific labels for shipping. By the end of the session, you will know how to:
- Enable your customers to place sales orders over the web.
- Have Intuitive configured and set up to interface with UPS and FedEx.
- Set up customers and vendors to receive their documents via email or fax.
- Print customer-specific barcode labels at shipping.
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| 1:15 PM - 2:30 PM | | ADVT 303 - Extending the Intuitive Product - .NET Workshop, Part 1 | | This session, part one of a three-part series, will focus on advanced customization topics, as submitted by customers. If time permits, we will also review the following advanced programming techniques: interaction with application objects, user interfaces and building grid-based reports. This session is perfect for software developers, system analysts and programmers. By the end of this session, you will be able to:
- Modify existing .NET forms.
- Create application objects and user interfaces.
- Instantiate application objects (AO), without the use of user interfaces, and automate the creation and update of information.
- Build reports that use application objects (AX) for criteria selection and the grid control for results.
**Prerequisites include development experience in the field of software development and/or custom modification and an understanding of object-oriented software principles, building SQL statements, Visual Studio and Microsoft .NET.
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| | MYC 103 - Taking Advantage of Regional User Groups | | This session will focus on how Customers can organize and share information in order to make the most out of their Regional User Group Meetings. Some of the Topics to be covered:
- How to take Ownership of your Local Group 1
- Soliciting information for planning agendas to be used as a template for all Regional User Groups
- Sharing Users information as to type of manufacturer and version of software
- How to select meaningful topics for your users
- How to organize the Leaders/attendees of your local group
- Sharing the results of your sessions to all users
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| | OPS 103 - Physical Inventory | | | This session will focus on introducing the Intuitive Physical Inventory module and is perfect for attendees from the inventory, production and finance job fields. By the end of this session, attendees will learn how to conduct physical inventory by using the Intuitive Physical Inventory module. |
| | PROD 203 - RMA Enhancements in v8.6 | | This session will focus on the functionality differences between older Intuitive releases, specifically v8.5 and the current release of v8.6. The session is applicable to all users that plan to or are currently using the RMA functionality. We recommend that those attending have a general understanding of the RMA functionality in releases prior to v8.6, however, this session may provide insight to those who have never used this functionality. By the end of this session, you will:
- Be able to share with your users what major changes have been made to the RMA.
- Understand the common reasons behind some of the major changes.
- Be ready to begin the process of determining what changes to make in your own environment to utilize the new features.
**Prerequisites: Again, recommended that those attending have a general understanding of the RMA functionality in releases prior to v8.6. However, if you have never used the RMA, this session would give insight into what all the buzz is about.
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| | PROD O 103 - Shop Floor Manager Product Overview | | Shop Floor Manager (SFM) provides production floor supervisors with the tools to release work orders, prioritize, monitor and control your production resources. Labor and inventory transactions are consolidated in one convenient place to enable shop floor supervisors and work center operators to more efficiently manage production. In addition, SFM allows the user to analyze the actual results of all of the labor transactions gathered to view, analyze and adjust run and setup times. In this session, a SFM user will discuss their experience with the product. This session is perfect for customers not currently using SFM. By the end of this session, you will learn how SFM can help you:
- Identify material shortages before jobs are released.
- Control work order release and shop floor loading.
- Communicate instructions and job priorities to all work centers in real time.
- Significantly reduce shop floor paperwork.
- Identify opportunities to improve work center and employee efficiency.
- Review real-time WO status changes.
- Prioritize work orders in process.
- Review and analyze run times and setup times for potential changes to routings.
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| 2:45 PM - 4:00 PM | | ADVT 304 - Extending the Intuitive Product - .NET Workshop, Part 2 | | This session, part two of a three-part series, will focus on advanced customization topics, as submitted by customers. If time permits, we will also review the following advanced programming techniques: interaction with application objects, user interfaces and building grid-based reports. This session is perfect for software developers, system analysts and programmers. By the end of this session, you will be able to:
- Modify existing .NET forms.
- Create application objects and user interfaces.
- Instantiate application objects (AO), without the use of user interfaces, and automate the creation and update of information.
- Build reports that use application objects (AX) for criteria selection and the grid control for results.
**Prerequisites include development experience in the field of software development and/or custom modification and an understanding of object-oriented software principles, building SQL statements, Visual Studio and Microsoft .NET.
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| | FIN 304 - Finance Master Control Review | | This session will provide an overview of how the Master Controls form the basis for the systematic internal controls, and how increasing the controls here can both improve the ability of the financial manager to produce meaningful financial reports and increase the internal controls, hence reducing the audit risk. This session is best suited to CFOs, controllers, and mid- to senior-level financial management. Specifically, this session will cover:
- MCT flags (a sample, not necessarily every flag)
- Required accounts
- Entry lists (a sample: Finance, Inventory, Manufacturing, Purchasing, Sales Order Processing)
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| | OPS 104 - Intuitive CRM | | This session will present an introduction to Intuitive CRM, its components and the benefits of using CRM. Attendees who will benefit most include executives and those in customer service, sales, marketing, finance and purchasing. By the end of session, you will be able to use Intuitive ERP to maintain:
- Companies and contacts.
- Notes and communications.
- Opportunities.
- Customer service incidents and RMA.
- Emails and documents.
- Marketing campaigns.
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|  | PCON 104 - Product Building and Rule-Writing Concepts for Made2Manage and Intuitive Customers | | In this session, we will explore basic configuration concepts and rule-writing strategies. This session is meant for those who wish to gain an understanding of how the Product Configurator works, how products are set up and how rules are written.
During this session, you will learn:
- The underlying architecture and rules structure supporting the Product Configurator.
- Deployment options for launching the Product Configurator.
- Strategies for defining product families, features and user interfaces.
- Rules maintenance navigation – administration, utilities and rule-sets.
- Understanding rules syntax.
- Building a product, designing a user interface, writing rules for feature exclusions, BOMs, routings and pricing.
- Define the mappings to Integrate to ERP.
**Prerequisite for this session is an: interest in Product Configurator.
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| | PROD 104 - Using Intuitive for the Make-to-Order Environment | | This session will focus on how to use the built-in capabilities of Intuitive for the make-to-order (MTO) environment. We will discuss and demonstrate how to tie work orders to sales orders directly, tie sales orders to a project ID and launch multi-level work orders to that project. We will discuss the use of Capable to Promise (CTP) versus MRP and see how CTP can help in an MTO environment. By the end of the session, you will be able to:
- Create a work order directly from a sales order.
- Automatically create a project ID equal to the sales order.
- Run CTP in a sales order and in CTP Range Planning.
- Understand how CTP functions versus MRP.
- How to mix the two planning tools CTP and MRP.
- Understand the Master Controls necessary to make MTO and CTP function together.
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| | PROD O 104 - Advanced Reporting With New Scheduler Product Overview | | This session will focus on how the Advanced Reporting product, with new scheduler, enables users to easily create custom reports based on financial and operational data within Intuitive ERP. Imagine being able to start with a high-level report and then drill down into the details of each cell—right to the source document. The new Scheduler option makes distribution of the reports a breeze. Simply schedule a particular report to automatically run once an hour/day/week/etc. and email it to interested users. Imagine if every morning the sales people were to automatically receive a report with their personal sales for the previous day, or if production supervisors were to receive an updated list of jobs to be expedited this week. In addition, users can create interactive dashboards, manage financial budgets and perform all multi-company consolidation activities. This session is perfect for customers not currently using this product. By the end of this session, you will learn how Intuitive ERP Advanced Reporting can help you:
- Use dashboards to analyze your company performance.
- Drill into transactional details from any report or dashboard.
- Create a profit-and-loss statement by project.
- Create a Master Schedule supply-and-demand report based on planning data in the system.
- Consolidate financial and operational data between multiple companies.
- UseScheduler to automate report generation and distribution.
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| 4:15 PM - 5:30 PM | | ADVT 305 - Extending the Intuitive Product - .NET Workshop, Part 3 | | This session, part three of a three-part series, will focus on advanced customization topics, as submitted by customers. If time permits, we will also review the following advanced programming techniques: interaction with application objects, user interfaces and building grid-based reports. This session is perfect for software developers, system analysts and programmers. By the end of this session, you will be able to:
- Modify existing .NET forms.
- Create application objects and user interfaces.
- Instantiate application objects (AO), without the use of user interfaces, and automate the creation and update of information.
- Build reports that use application objects (AX) for criteria selection and the grid control for results.
**Prerequisites include development experience in the field of software development and/or custom modification and an understanding of object-oriented software principles, building SQL statements, Visual Studio and Microsoft .NET.
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| | FIN 205 - Ease Data Analysis Paralysis by Cardinal | | This session will focus on one end user's journey to develop tools and custom reports that provide detailed sales analysis, profit margin analysis and defect analysis. By the end of this session, you will have a basic understanding and examples of custom Advanced Reporting tools and a few Intuitive mods that allow you to analyze:
- Sales, profit margin analysis and returns analysis by customer type, customer, product family and item.
- What effect free freight, additional rebates, cash discounts, etc. have on the bottom line.
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| | MYC 105 - New in Intuitive v8.6 from a Technical Perspective | | New in 8.6 from a Technical Perspective will focus on the changes expected in version 8.6 that may resolve technical issues that existed in earlier versions. It will also provide technical details of these changes to help the user understand them and how they might apply to their company. Topics will include:
- Changes made to improve compatibility with 64 bit Windows Operating Systems and newer versions of Windows (i.e. Windows 7, Vista, and Windows Server 2008)
- Changes made that can help with Terminal Server installations
- Changes made to the Intuitive ERP License Server
- A brief look at what is changing in the reporting system as we phase out Access. (PROD 207 will provide a detailed look at the new reporting tools)
- Supported Environments
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| | OPS 205 - Managing Outsourced Work and Remote Inventories | | This session will focus on the special requirements that come with using subcontractors and keeping component inventories at remote sites. By the end of this session, you will be able to:
- Understand the functions in Intuitive that support outsourced work.
- Know how to set up work centers and routings for outplant activities.
- Understand the transactions required to track and cost outsourced work.
- Decide which inventory controls to use to manage inventory kept at subcontractor sites.
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| | PCON 205 - Advanced Rule-Writing Strategies for Made2Manage and Intuitive Customers | | In this session, we will explore advanced rule-writing techniques. This session will be of interest to users who already have a solid knowledge of rule-writing and wish to expand their horizons.
From this session, you will learn:
- Advanced infusion and formula-writing techniques.
- Migrating values between “products.”
- Using “included” products to reduce redundancy.
- Visualization techniques.
- Performing internal pulls.
- Using multi-line grids.
- Formulas using “Holders” and “Controllers” for reading from and writing to tables.
- Using Java statements in formulas.
- Miscellaneous tips and tricks.
- Questions/answers/suggestions.
**Prerequisite for this session is: experience with and solid understanding of Product Configurator product maintenance and rule-writing.
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| | PROD O 105 - Forms Wizard Product Overview | | This session will focus on how the Intuitive Forms Wizard allows users to simplify their existing Intuitive forms. Whether it's a Grid or non-Grid screen, the Forms Wizard gives users the flexibility to customize standard Intuitive screens. By the end of this session, you will be able to:
- Add new fields to data entry forms and grids.
- Create new tabs on forms.
- Change the order in which tabs are displayed on forms.
- Restructure data-entry forms to streamline data entry.
- Add new labels to forms.
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Wednesday | 8:00 AM - 9:15 AM | | ADVT 306 - Advanced Reporting — Business Intelligence Cell | | This session will provide an overview of the business intelligence cell. By the end of the session, you will know:
- Why and how to use the business intelligence cell.
- How to use the link to manage the relationship.
- How to include/exclude data in the filter.
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| | OPS 106 - The Virtualization Journey With Cardinal | | This session will focus on virtualization of Intuitive and other servers, disaster recovery benefits, and virtualization of PCs. By the end of this session, you will have a basic understanding of:
- Why you should consider moving your current servers to a virtual environment.
- What hardware and software is required.
- Disaster recovery benefits and options in a virtual world.
- The practical justification of running a virtual PC on an iPad2.
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| | PCON 306 - Install and Upgrades for Intuitive Customers | | In this session, we will review how to upgrade your current Product Configurator from version 3.70 to 3.80, and how to install the new version of 3.80. By the end of this session, you will learn how to:
- Set up IIS, Tomcat and Java.
- Create databases.
- Convert data.
- Install Intuitive Interface Layouts.
**Prerequisites for this session include: basic understanding of IIS, Tomcat, MSSQL, Java.
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| | PROD 106 - Making Document Approvals WORK in Intuitive v8.6 | | This session will focus on new approval functionality in Intuitive v8.6. Attendees will see how the approval process was changed in order to facilitate all of the various requirements that companies may have when implementing the Intuitive electronic approval process. By the end of the session, you will be able to:
- Initiate documents in the approval process with either broadcast or hierarchical circulation.
- Define alternate approvers.
- Better track and expedite approval documents.
**Prerequisites include basic knowledge of Intuitive and the business process flow.
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| | PROD O 106 - Omnify PLM Product Overview and Integration With Intuitive | | Omnify PLM Product Overview and Integration With Intuitive will take a detailed look at Omnify PLM — how it gives you control of your engineering processes and keeps subcontractors, engineering and the shop floor marching to the same tune. This session is intended for customers who do not have this product or are new to it. We will also have a user discuss their use and experience with the Omnify/Intuitive interface. We’ll specifically look at how Omnify PLM can help you:
- Manage engineering changes, returned shipments, penalties, late shipments and scrap.
- Gain control of all the documentation associated with a design release.
- Invoke approvals on all processes and documents.
- Quickly search for similar parts using multiple attributes.
- Quickly create new intelligent part numbers for different groups of parts.
- Create new items and new BOMs in Intuitive from Omnify PLM.
- Integrate your CAD/CAM systems and ERP BOM database.
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| 9:30 AM - 10:45 AM | | ADVT 307 - Advanced Reporting – Consolidations | | This session will focus on how Advanced Reporting can assist in producing consolidations. This session is best suited to senior financial managers. In this session, we will cover:
- Soft vs. hard consolidations.
- Considerations.
- Using the filter to include/exclude inter-company customers and vendors.
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| | FIN 207 - Identifying and Handling Obsolete Inventory | | This session will focus on methods that can be used to identify slow-moving and obsolete inventory, as well asreasons for doing so. By the end of this session, you will be able to:
- Understand the operational and financial reasons for segregating obsolete inventory.
- Understand the methods available to identify relevant inventory.
- Understand the impact of making an item obsolete.
- Understand the balance sheet issues associated with obsolescence.
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| | OPS 107 - Buyers Workbench — Supporting Vendor Selection and Performance Analysis | | This session will focus on using the Buyers Workbench to access vendor performance information and use that to make vendor selections when creating purchase orders. By the end of this session, you will be able to:
- Identify the data that drives vendor performance information.
- Understand the various performance statistics presented on the Buyers Workbench.
- Understand how to use the performance information to select the best vendor for a purchase order.
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| | PCON 207 - Intuitive Data Manager | | In this session, we will review the set up of the Data Manager records required to populate the Intuitive ERP system with the necessary data to process a sales order through manufacturing. By the end of the session, you will know about:
- BOMs, routings, pricing.
- Finished Good Item Master.
- Master controls and Item Master Template in Intuitive ERP.
- All Data Manger settings.
**Prerequisite for this session includes a basic understanding Product Configurator and Intuitive ERP.
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| | PROD 207 - Report Generation Made Easy | | This session will focus on an introduction to the new reporting tool. By the end of this session, you will:
- Have an overview of the new tool.
- Know the steps involved in converting an existing Access report to a .NET report.
- How to customize existing reports.
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| | PROD O 107 - Payroll Assistant Product Overview | | This session will focus on Intuitive Payroll Assistant and how it can make preparing a payroll easier by collecting and organizing your payroll entries, automatically sending them to your payroll provider and then updating Intuitive ERP with the correct payroll accounting entries. Intuitive Payroll Assistant seamlessly integrates critical functionality with integrated transactions from your ERP platform by accessing both hardwired and mobile data collection devices using RF. Intuitive Payroll Assistant is fully integrated with Shop Floor Data Collection and focuses on collecting critical payroll information for all employees, direct labor, indirect labor and administrative. We will specifically look and how Intuitive Payroll Assistant can:
- Classify and mange all employees across multiple locations.
- Simplify the generation of payroll data to you payroll partner.
- Process complex calculations (overtime, shift differential, vacation, etc.) for payroll entries.
- Provide complete labor reporting for the entire work staff.
- Handle absentee time and temp agency employees.
- Streamline the payroll process for your company.
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| 11:15 AM - 12:30 PM | | ADVT 308 - Advanced Reporting – Getting the Most Out of Dashboards | | This session will focus on the kinds of reporting that users are doing with dashboards, the rationale behind them and the means of creating them in your system. By the end of this session, you will be able to:
- Identify the kinds of things that lend themselves to dashboard reporting.
- Understand how the dashboard works.
- Take home a sample dashboard as an example.
**Prerequisite is a basic understanding of the Advanced Reporting tool.
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| | OPS 108 - MRP Fundamentals for Beginners and First-Time Users | | This session will focus on the principles and application of material requirements planning, highlighting the basics of the MRP netting logic. In addition, Intuitive ERP’s Dynamic MRP functionality, process flow and tool set will be explored. By the end of this session, you will be able to:
- Understand what transpires behind the scenes with regard to the planning logic when running Dynamic MRP.
- Identify the process and tools available to manage your materials after MRP has completed.
- Confidently progress to more advanced material planning and inventory management practices.
**Prerequisite is a basic understanding of item records (Item Card).
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| | OPS 208 - Gaining Control over your Serial Number Warranty and Repair Workflow | | By the end of this session, you will be able to:
- Manage serial number tracking more effectively for warranty purposes or product recalls to ensure quality standards for warranty and compliance are maintained.
- Design a business process to exert greater control over: Costs associated with repair flow; Traceability of Serial Numbers for warranty and history purposes; Utilize Intuitive’s CRM and Field Service Modules to integrate your service and repair workflow requirement; Design data input grids/online reports to pull relevant information from data grids.
- Record/track all customer, field staff, vendor, repair shop and customer service communication.
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| | PROD 208 - Data Archival Project Update | | This session will focus on Intuitive’s plans and current development status of our Data Archival project. This session will:
- Provide you with an understanding of how data archival will be architected.
- Provide a forum for feedback.
- Allow you to begin preparing to make use of data archival features.
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| | PROD O 108 - Introducing Quality for Consona by uniPoint | | This session will focus on how the Quality for Consona by uniPoint product provides integration with your Intuitive database for all activities related to quality. In addition, you will learn how to manage the lifecycle of all quality management events along with other various topics related to quality. By the end of this session, you will have an understanding of the following areas and how they integrate into Intuitive:
- Non-conformances.
- Corrective/preventative actions.
- Document control.
- Tooling and equipment maintenance and calibration.
- Key indicators dashboard.
- Inspection.
- Quality audits.
- Health and safety.
- Education and training.
- Validation.
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| 1:30 PM - 2:45 PM | | ADVT 309 - Advanced Reporting — Best Practices | | This session will be an interactive discussion highlighting the best practices of the experts—you. Consona will facilitate the discussion after providing an overview of common best practices when working with Advanced Reporting, such as:
- How to manage users and permissions.
- How to take advantage of interactive reporting.
- When to use each cell type when writing reports.
- How to make the most out of drill-downs.
- How to create and manage custom spheres.
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| | FIN 209 - Mass Cost Update | | This session will focus on how to conduct a cost mass update for inventory items. By the end of the session, you will be able use Intuitive ERP to update:
- Purchased item cost, based on a variety of criteria, directly from the Purchase Item Standard Cost Update Utility.
- Purchased item cost update from the import wizard.
- Manufactured item cost update based on the routings from the Production Analyzer.
- Manufactured item cost update from the import wizard.
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| | MYC 109 - Shop Floor Manager Usage and Issues | | Shop Floor Manager is a feature that was added to the Intuitive solution several years ago. It provides a single workbench environment from which supervisors can prioritize, analyze and manage shop activity, and work center operators can report time and quantity activity.
In this session we will review each of the facets of SFM for its capabilities with an focus on considering what additional capabilities that would make it a more complete solution. Additionally several current users of Shop Floor Manager discuss their experiences. This session is perfect for customers that are currently using this product. We’ll specifically review each of the functions of SFM and discuss areas for improvement. We will review;
- Work Center Console
- Supervisor console - Work Center Status
- Supervisor console - Work Order Status
- Supervisor console - Employee Status
- Supervisor console - Work Order Release
- Supervisor console - Production Analyzer
- Company Setup Settings
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| | PROD 209 - Cycle Counting Feature Team Round Table | | This round table will be an open discussion between Consona functional experts and Intuitive ERP users interested in enhancing the current functionality. By the end of this session, we hope to:
- Confirm or adjust the existing functional specification for new cycle counting features.
- Establish the long-term feasibility and desirability of functions that are not currently present or proposed.
**Prerequisites include an interest in cycle counting and an understanding of your organization’s needs and objectives with regard to cycle counting. An elementary understanding of the current Intuitive functionality and its limitations is useful.
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| | PROD O 109 - SolidWorks Product Overview | | This session will focus on the SolidWorks Interface for Intuitive ERP, which automates routine tasks within the engineering department by allowing users to easily create and maintain item masters and bills of materials in Intuitive ERP. The bi-directional synchronization capabilities of the interface help engineers to identify discrepancies between the data in SolidWorks and Intuitive ERP, and to quickly and easily resolve them. Engineers can map virtually any item data field to the model properties, thus storing and synchronizing vital product information directly within the CAD model. This session is perfect for customers not currently using this product. By the end of the session, you will be able to:
- Create and maintain item masters in Intuitive ERP for parts or assemblies within SolidWorks.
- Create and edit BOMs records within Intuitive ERP by outputting them from SolidWorks.
- Identify and resolve discrepancies between the item properties in Intuitive ERP and SolidWorks.
- Synchronize BOMs in real time, while maintaining complete history and revisions control.
- Identify parts within the SolidWorks model that should not be brought into the Intuitive ERP BOM (e.g. reference models).
- Add parts to the Intuitive ERP BOM that do not exist in the model (e.g. paint, lubricants, packaging).
- Store and synchronize any of the fields within the Intuitive ERP item master directly within SolidWorks model properties.
- Launch and update routings for any of the assemblies in the model.
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Thursday | 8:30 AM - 9:45 AM | | FIN 110 - How to Recognize and Manage Long Lead Times | | This session will focus on recognizing root causes for long lead times and corrective actions. By the end of this session, you will be able to:
- Recognize root causes of long lead times.
- Clearly address corrective actions.
- Increase your cash flow.
**Prerequisite is the desire to work smarter, reduce inventories and increase cash flow.
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| | OPS 310 - Technical Tips and Tricks to Avoid Common Problems | | This session, intended for system administrators who are already familiar with the process of installing the Intuitive client software, will provide recommendations for:
- Installations on Windows 7 and 64-bit operating systems.
- Avoiding common issues with Microsoft Access.
- Intuitive Server Share permission settings.
- Installations on terminal servers.
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| | PROD 110 - Advanced Reporting Feature Team | | This session will provide an opportunity for you to give feedback related to our Advanced Reporting option. Help us understand how we can provide more value to you in the areas of:
- Software enhancements.
- Enhancements to Views/Spheres.
- Administration enhancements.
- Report writing and training services.
- Facilitation of user-to-user report exchange.
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| | PROD O 110 - Advanced Configurator Product Overview | | This session will focus on how the product provides Intuitive ERP users with the ability to configure any type of product using complex and comprehensive rules. Imagine being able to quickly answer a number of key questions about your product and let the system automatically configure the finished item, including a full multi-level BOM, complete routings and updated costs. Do you have complex pricing rules that must be applied in order to properly price your products (e.g., base price plus $100 for option A, less 6 percent bulk order promotional discount)? Advanced Configurator can automatically incorporate these pricing and feature rules into the easy-to-use interface so that the order-entry staff does not have to do any manual calculations. It also removes the need to manually build BOMs by choosing from a list of parts. This session is perfect for customers not currently using this product. By the end of this session, you will be able to:
- Launch Advanced Configurator from a quote or a sales order.
- Configure an item based on the answers to the product feature questions.
- Configure an item using “catalog” or “smart part number.”
- Create a new smart part number based on the configuration.
- Automatically create BOMs and routings for newly configured items.
- Reconfigure product using the Advanced Configurator interface.
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| 10:15 AM - 11:30 AM | | FIN 111 - Using the Ad Hoc Report Wizard to Analyze and Troubleshoot Your Data | | This session will focus on identifying common problems that can be addressed by the Ad Hoc Reporter, approaches to building reports and how to build them. By the end of this session, you will:
- Gain some insight into everyday questions that are easily answered using the Ad Hoc Reporter.
- Understand the limitations of the tool.
- Create a simple report from scratch and use that report.
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| | OPS 211 - Planning for Successful Upgrades | | This session will focus on defining and managing the upgrade process to get your company using the most recent version of Intuitive. By the end of this session, you will be able to:
- Develop your own upgrade plan.
- Identify key upgrade tasks and challenges.
- Create end-user training plans.
- Estimate upgrade timeframes.
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| | PROD 111 - Advanced Configurator Users Feature Team | | |
| | PROD O 111 - Intuitive EDI Product Overview | | This session will focus on how to seamlessly enable real-time, automatic exchange of information between businesses, which can result in timely and accurate data exchange throughout the supply chain. You will learn how to electronically exchange data with trading partners and communicate in real time. By the end of this session, you will know:
- The definition of EDI as the term used to for creating, transmitting and receiving electronic transactions.
- Implementation requirements for customers (ie. Bar coding requirements, Data delivery window, EDI guidelines).
- Implementation requirements (ie. Software utilized, EDI standards, Trading partner and VAN IDs, EDI coordinator contact).
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| 1:00 PM - 5:00 PM | | ADVT 312 - Extending the Intuitive Product — .NET Workshop | | This workshop will focus on advanced customization topics, as submitted by customers. If time permits, we will also review the following advanced programming techniques: interaction with application objects, user interfaces and building grid-based reports. This session is perfect for software developers, system analysts and programmers. By the end of this session, you will be able to:
- Modify existing .NET forms.
- Create application objects and a user interfaces.
- Instantiate application objects (AO) without the use of user interfaces, and automate the creation and update of information.
- Build reports that use application objects (AX) for criteria selection and the grid control for results.
**Prerequisites include development experience in the field of software development and/or custom modification and an understanding of object-oriented software principles, building SQL statements, Visual Studio and Microsoft .NET.
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