Transcript:
Welcome, now we're going to take a look at the standard job flow for a production job in PrintVis Business Central. A standard job begins with a request from a customer for a quote or production job and is passed to either the sales rep or the project manager for input into the system. In our PrintVis system that sales person or project manager can input the basic job information such as the customer, the job name, the quantity colors and finished size, the information needed for project management. They do that through the case screen as either a case request or a case quote. And once that information is complete, can pass this along to the estimator once the estimator has this information they have the information needed to create an estimate if the job has been created and is tied to a product group that has a template assigned to it an estimate can be automatically created or the estimator can go in and using the features on the job card create that estimate by selecting the additional information such as the paper, the press and any additional finishing required for that job and now we have a quote. Once that quote has been generated our project manager or sales rep is able to create that quote letter to send to our customer with the information for the job. This quote letter is customizable and can be customized to fit your specific company's needs. Once the customer has received that quote letter and has accepted the quote letter the project manager then creates the order in the system. If the orders’ rejected they have the ability to mark that as a rejected quote and put in a reason why that was rejected if you so choose to track that information. Once the job has been converted once the quote has been converted to an order an order number and a job line are created for that job and this time a job ticket can be produced that contains the information for production, in addition, the job can be moved to the planning status if you schedule or plan your jobs and planning can take place once the job is planned the job is ready for production. If additional things such as purchasing need to occur you're purchasing or person department responsible for purchasing paper or any other raw materials for the job can do that from the case card as well once the job has been planned we can change our status to production and it begins to move through the plant as it moves through the plant operators on the shop floor have the ability to move things thru the production floor. We can select our jobs and mark them complete in the system as each department or each cost center marks that job complete it moves through and updates our system. At this time as well in addition to moving through the statuses we can see that the job we've been working on is now in our printing department in addition to moving through the statuses it's recording job costing and other information for the job and this is all happening in our production department when the job is complete and has been moved to job costing the job is ready for job costing and invoicing. Job costing may be conducted by either the production manager, a project manager, someone in accounting or whoever your organization has doing or reviewing the cases. Once job costing has been completed the job can move to invoicing. For invoicing, your accounting department just has to come into the case and go to the invoicing guide. Create a new invoice, select the template code that you would like your invoice built for and build the invoice. Once the invoice is built if there are any additional changes your accounting department or accounts receivable personnel can make any changes they need to to the invoice before posting the invoice. From this point it's a matter of sending the invoice to your customer for payment. Once payment has been received in your accounts receivable department is able to post that payment and apply it towards the invoice and the job is now archived and completed in our PrintVis system.
Welcome, now we're going to take a look at the standard job flow for a production job in PrintVis Business Central. A standard job begins with a request from a customer for a quote or production job and is passed to either the sales rep or the project manager for input into the system. In our PrintVis system that sales person or project manager can input the basic job information such as the customer, the job name, the quantity colors and finished size, the information needed for project management. They do that through the case screen as either a case request or a case quote. And once that information is complete, can pass this along to the estimator once the estimator has this information they have the information needed to create an estimate if the job has been created and is tied to a product group that has a template assigned to it an estimate can be automatically created or the estimator can go in and using the features on the job card create that estimate by selecting the additional information such as the paper, the press and any additional finishing required for that job and now we have a quote. Once that quote has been generated our project manager or sales rep is able to create that quote letter to send to our customer with the information for the job. This quote letter is customizable and can be customized to fit your specific company's needs. Once the customer has received that quote letter and has accepted the quote letter the project manager then creates the order in the system. If the orders’ rejected they have the ability to mark that as a rejected quote and put in a reason why that was rejected if you so choose to track that information. Once the job has been converted once the quote has been converted to an order an order number and a job line are created for that job and this time a job ticket can be produced that contains the information for production, in addition, the job can be moved to the planning status if you schedule or plan your jobs and planning can take place once the job is planned the job is ready for production. If additional things such as purchasing need to occur you're purchasing or person department responsible for purchasing paper or any other raw materials for the job can do that from the case card as well once the job has been planned we can change our status to production and it begins to move through the plant as it moves through the plant operators on the shop floor have the ability to move things thru the production floor. We can select our jobs and mark them complete in the system as each department or each cost center marks that job complete it moves through and updates our system. At this time as well in addition to moving through the statuses we can see that the job we've been working on is now in our printing department in addition to moving through the statuses it's recording job costing and other information for the job and this is all happening in our production department when the job is complete and has been moved to job costing the job is ready for job costing and invoicing. Job costing may be conducted by either the production manager, a project manager, someone in accounting or whoever your organization has doing or reviewing the cases. Once job costing has been completed the job can move to invoicing. For invoicing, your accounting department just has to come into the case and go to the invoicing guide. Create a new invoice, select the template code that you would like your invoice built for and build the invoice. Once the invoice is built if there are any additional changes your accounting department or accounts receivable personnel can make any changes they need to to the invoice before posting the invoice. From this point it's a matter of sending the invoice to your customer for payment. Once payment has been received in your accounts receivable department is able to post that payment and apply it towards the invoice and the job is now archived and completed in our PrintVis system.