Inventory

Lesson Plan - October 19, 2021

At the end of the Inventory lesson, the customer and targeted users will be able to perform all the necessary configurations and actions to manage an inventory in maestro*.

Unit INV01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and conditions to perform the basic configurations linked to inventory management in maestro*.

PREREQUISITES

  • Security;
  • Projects;
  • Catalogue Management;
  • Stock Order from Catalogue.
  • Analysis;
  • Creation of the general ledger accounts for the project's activities;
  • Define Sites;
  • Configurations (Purchasing module):
    • General;
    • Inventory;
    • Stock Order from Catalogue;
    • Return of Merchandise;
    • Receipt of Goods.
  • Discussion on the current and future process of inventory management (strengths and weaknesses);
  • Discussion on the types of transactions that can be entered in maestro* (specific cases);
  • Creation of project templates and projects for the inventory
  • Set up of the required configurations for the implementation;
  • Discussion on the use of the catalogue;
  • Decision-making.

HOMEWORK

  • Reflect on the discussions.

3h

Pilot

 

Unit INV02 Inventory Cycle and Operations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able manage the inventory in maestro*.

  • Inventory to Project Transfer;
  • Inventory to Project Transfer Adjustment
  • Internal Sales;
  • Inventory-Site Transfer;
  • Inventory Adjustment;
  • Material Reservation;
  • Inventory Issues;
  • Physical Inventory Count;
  • Variance Report.
  • Review of previous concepts and validation of completed tasks as homework;
  • Explanation and completion of the windows linked to catalogue management in maestro*, according to the client's needs and the software's requirements, to automate data entry;
  • Import of the catalogue database using an Excel file, if needed;
  • Decision-making.

HOMEWORK

  • Practice entering transactions.

3h

Pilot and/or Super Users

Unit INV03 - Operational Training on the Inventory Cycle

Optional Session - Training of the Client's Employees with the Implementation Specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able manage the inventory in maestro*.

 
  • Inventory to Project Transfer;
  • Inventory to Project Transfer Adjustment
  • Internal Sales;
  • Inventory-Site Transfer;
  • Inventory Adjustment;
  • Material Reservation;
  • Inventory Issues;
  • Physical Inventory Count;
  • Variance Report.
  • Review of previous concepts and validation of completed tasks as homework;
  • Explanation and completion of the Catalogue option windows in maestro*, according to the client's needs and the software's requirements, to automate data entry;
  • Import of the catalogue database using an Excel file, if needed;
  • Decision-making.

HOMEWORK

  • Practice entering transactions.

3h

Pilot

Super Users

Users

Unit INV04 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and identified user will be able to use maestro*'s analysis and report tools to find the information they need to perform inventory follow-ups.
  • Catalogue Inquiry;
  • Inventory Miscellaneous Reports;
  • Pivotal Analysis by Identification;
  • Pivotal History Analysis;
  • Transaction Inquiry;
  • Pivotal Reservation Analysis;
  • Average Cost Validation.
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation of reports and inventory inquiry.
  • Inventory correction methodology.

HOMEWORK

  • Validate data entered in maestro*.

3h

Pilot

Super Users

Users

Unit INV05 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the client will be able to use the standard maestro* forms defined to meet their needs.

  • Transfer orders:
    • Inventory to Project Transfer;
    • Inventory-Site Transfer;
    • Internal Sales;
    • Material Reservation;
  • Labels (shelves).
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation and identification of changes to be made to the required forms to manage inventory, if needed

HOMEWORK

  • Validate the accuracy of the forms

To be Determined

Pilot

Unit INV06 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Validation of the process;
  • Validation of average costs and quantities;
  • Validation of accounting entries;
  • Balancing the inventory with the general ledger accounts.
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction validations.
  • Validation of reports and inquiry;
  • Review of configurations, if needed;
  • Review of the processes, if needed.

HOMEWORK

  • Complete Integrated Tests

8h

Pilot

Users

 

Unit INV07 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown the necessary knowledge and skills to manage the inventory in maestro*.
  • Validate learnings;
  • Review the security settings applied to the module.
  • Preparation of the next training lessons:
    • MRP;
    • Customer Orders;
    • Equipment Rental;
    • Mobile - Service.

1h

Acquired competencies form - INV

Pilot