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DYNAMIC 3i Tours
- Quick Tour (2.5 min)
- Full Tour (20 min)
- Distribution Overview (7.5 min)
- Project Collaboration (2.5 min)
- Manufacturing Overview (107 min)
Installation & Setup
- Installation Tutorial
- Patch Updater Tutorial
- Getting Started with DYNAMIC3i
- Email Setup
- Inventory Product Setup
- Product and Stock Load
- Purchase Order
- Entering a Sales Order (Windows Media Video)
- Accounts Receivable (Windows Media Video)
- Accounts Payable (Windows Media Video)
The following video tutorials require Windows Media Player.
Module Tutorials
- Accounts Payable
- Accounts
Receivable
- Accounts Receivable Overview
- Adjustments and write-offs of invoices and credits
- AP and AR payment terms
- AR - GL Transfer - Adjusting invoices and credits to a user specified GL account
- Cash Application - Apply cheques and credits against invoices
- Cash Application - Blanket release feature
- Cheques - Entering cheques
- Inquire on AR invoices
- Invoices - Entering invoices and credits directly in AR
- Making minor changes (non numeric) to invoices and credits
- Menu Navigation
- Non AR Cash Application - No invoices to apply - direct to GL
- NSF Cheque Entry
- Orders on credit hold and how to release them
- Capacity Planning
- Customer
Service
- Approving a return authorization
- Customer Service Overview
- Entering a receipt for a return authorization
- Entering a request in customer service
- Entering a return authorization
- How to enquire on shipped orders
- Inquire by product to see the lots sold
- Inquire on customer requests that are entered and unresolved
- Inquire on lots sold to customers
- Inquire on orders for a specific customer
- Inquire on products ordered by customers
- Menu Navigation
- Order Entry / Sales Analysis Inquiry
- Printing a return authorization
- Purging customer service requests
- Resolving a request
- Setting up a request code in customer service
- Setting up a resolution code in customer service
- Setting up an action code for a return authorization
- Executive Management
- Asset Management
- Financial
Statements
- Financial Statements Overview
- Generating and printing statements
- Menu Navigation
- Rollups - Consolidating GL account segments to create statements
- Sequencing - Setting up lines of data to appear on the report
- Setting up formats of statements - Headings and columns
- Variables setup - Creating formulas for statements
- Global
- AP and AR payment terms
- Bin maintenance the first step in setting up bin contolled items
- Cost centre maintenance - setup and where used
- Creating and customizing menus
- Customer categories - setup and how used
- Customer defaults - make setting up customers quicker
- Default Printer Maintenance - Defining specific printers for print programs
- Departments - Setup and where used
- Dynamic 3i System Flags
- Employee maintenance and setup
- Error log inquiry and purge - System error messages
- Explanation codes - Used for orders on hold - Setup
- Fiscal Period Maintenance
- GL Transaction Drilldown
- Global File Maintenance
- Global Overview
- Menu Navigation
- Orders on credit hold and how to release them
- Password - how to change
- Payables transactions types for EFT cheques
- Postal codes used to default salespersons on customer entry
- Program Operator Notes - Setting up your own help screens
- Prospective customers - convert to active customers
- Prospective customers - setup and maintenance
- Province - States Setup
- Setting up a country
- Setting up and maintenance of warehouses
- Setting up and use of language codes
- Setting up customer trade classes
- Setting up GL segmentation
- Setting up ship via codes
- Setting up user defined field - flex fields
- Setting up valid GL segement values
- Submitting a program to run in batch
- Switching customer codes
- Switching GL account codes
- Switching product codes
- Switching products to new groups
- Switching Salespersons
- Switching salespersons by postal - zip codes
- Switching Vendor Codes
- Terms and conditions - setup and where used
- General Ledger
- Human Resources
- Inventory
- Product and Stock Load
- Bin maintenance the first step in setting up bin contolled items
- How to define a product as stock
- How to define a specification sheet
- How to do an Inventory Receipts Journal
- How to do an Inventory Receipts Update
- How to enter an Inventory Receipt
- How to enter Inventory Adjustments
- How to import a product photo
- How to set up a product
- How to set up a product class
- How to set up a product group
- How to set up a unit of measure
- How to set up Product Code segmentation
- How to use the Inventory Cost Adjustment
- Interwarehouse Transfers - Receiving Confirmation
- Interwarehouse Transfers - Report by Receiving Warehouse
- Interwarehouse Transfers - Report by Sending Warehouse
- Interwarehouse Transfers - Request Entry
- Interwarehouse Transfers - Request Print
- Interwarehouse Transfers - Shipping Confirmation
- Interwarehouse Transfers - Transfer Inquiry
- Inventory Control Overview
- Menu Navigation
- Physical Inventory Process Overview
- One Step Interwarehouse Transfer
- Physical Inventory - Check List By Product Group
- Physical Inventory - Cycle Count Check Sheet
- Physical Inventory - Deviation Report
- Physical Inventory - Exceptions Listing
- Physical Inventory - Exceptions Maintenance
- Physical Inventory - Pre-Physical Update
- Physical Inventory - Tag Check List
- Physical Inventory - Tag Entry
- Physical Inventory - Tag List by Tag or Product
- Physical Inventory - Tag Load
- Physical Inventory - Tag Load Update
- Physical Inventory - Update
- Product Segmentation Overview
- Setting up and maintenance of warehouses
- Setting Up Costs - Purchased and Raw
- Switching product codes
- Switching products to new groups
- Order
Processing
- Automatically releasing sales orders
- Backorder release by order
- Backorder release by product
- Changing orders pricing through the mass price change program
- Closing order entry period
- Customer defaults - make setting up customers quicker
- Customer Groups for Pricing - Where used
- Customer Special Names - Setup and use
- Deallocating stock from sales orders
- Detailed explanation of the Sales Order Header
- Inquire on cancelled orders
- Inquire on order entry templates
- Menu Navigation
- Order entry invoice preference codes
- Order Entry Overview
- Orders on credit hold and how to release them
- Price Maintenance - Basic setup
- Price Maintenance - Units and Factors
- Printing an invoice journal
- Processing a Credit Note
- Processing a Direct Invoice
- Purging blanket orders
- Purging pricing records in sales order entry
- Quotations orders - creation, printing, releasing
- Releasing a future order
- Releasing Future Orders by specific order detail lines
- Route Accounting Overview
- Setting up customer trade classes
- Shipping methods - Setup and where used
- Switching customer codes
- Switching Salespersons
- Switching salespersons by postal - zip codes
- Template Duplication
- Template mass part replacement
- Translating sales order types
- Valid customer salesperson combinations set up in a matrix
- Production
Control
- Automatic Job Confirmation
- Automatic Material Usage
- Batch Sheet Usage
- Finished Jobs Purge
- Job - Sub-Job Cancellation
- Job Entry
- Job General Ledger Posting
- Job General Ledger Variance Posting
- Job Labour Maintenance
- Job Material Maintenance
- Job Material Usage Entry
- Job Rescheduling
- Labour Usage Automatic Update
- Labour Usage Entry
- Manual Job Confirmation
- Material Usage Correction
- Menu Navigation
- Product Order Print
- Preventive Maintenance
- Purchasing
And Receiving
- Average Cost Receiving - Introduction
- Average Cost Receiving - Non Raw Materials
- Average Cost Receiving - Raw Materials
- Average Cost Receiving - Sharing Costs - Consolidated Distribution
- Automatic Purchasing - Stock EOQ - Reorder Extract
- Continuous Replenishment Planning - CRP
- Menu Navigation
- Miscellaneous Products
- Purchase Order - Entry
- Purchase Order - File Purges
- Purchase Order - Period Closing
- Purchase Order - Print
- Purchase Order - Receipt
- Purchase Order - Receipt Correction or Reversal
- Purchase Order to General Ledger Update
- Purchasing Overview
- Receiving - Purchase Order Closing
- Receiving - Receipt Inquiry
- Receiving - Zero Cost Automatic Matching
- Requisitions - Approval
- Requisitions - Entry
- Requisitions - Inquiry
- Requisitions - Listing
- Requisitions - Posting
- Requisitions - Purge
- Vendor Pricing Discount
- Vendor Product Pricing
- Payroll
- Adjusting Current Pay
- Change Employee Current Payroll Control Status
- Changing Employee Pay Period
- Cheque/Pay Statement Printing
- Defining Company Deductions
- Defining Company Taxable Benefits
- Defining Job Classes
- Defining Job Titles
- Defining Miscellaneous Payments
- Employee Department Transfer
- Entering Time Tickets
- Historical Time Tickets Purge
- How to define a new Payroll Department
- How to define an Education Code
- How to define Payroll pay frequency
- How To Do Payroll History FIle Purge
- How to inquire on an employees pay history
- How To Inquire on Employee Pay Period Pay
- How To Maintain Federal Tax Table
- How To Use Demerit Point System
- Increasing Employee Rate/Salary
- Individual Employee Vacation Pay Release
- Inquiring on Time Ticket Information
- Maintaining the Provincial Tax Table
- Menu Navigation
- Payroll Overview
- Posting Time Tickets
- Purging Reconciled Cheques
- Quick Time Ticket Entry
- Reconciling a Pay Cheque
- Setting Up Unions
- Setting-up Optional Insurance Rate Schedule
- T4 File Purge
- Transmitting T4 Information Electronically
- Voiding a Cheque or Direct Deposit Payment
- Quality Control
- Repair Service
- Sales Analysis
- Marketing and Sales
- Structures
/ Routings
- Impact Analysis
- Indented Explosion Inquiry
- Indented Implosion Inquiry
- Inventory Availability for Production
- Mass Parts Replacement
- Menu Navigation
- Routing File Maintenance
- Routing History Inquiry
- Routing Operation Replacement
- Single Level Explosion Inquiry
- Single Level Implosion Inquiry
- Standard Operations Maintenance
- Standard Operations Update
- Structure File - Formula Maintenance
- Structure File Maintenance
- Structure File Verification
- Structure History Inquiry
- Structure History Purge
- Work Centre Maintenance
- Software Services
- Time and Attendance
- Telemarketing
General Tutorials
- About System Dynamics Corporation
- Creating and customizing menus
- Dynamic 3i Consolidation
- Dynamic 3i Costing Methodologies
- Dynamic 3i Enhancements
- Dynamic 3i System Flags
- Forms Navigation
- Generate more SALES with associated products
- Graphs - creating a variety of graphs
- How to edit screens
- How to run listings and reports
- Import a Report to Excel
- Menu Navigation
- Mobile Expense Inquiry
- Mobile Inventory Availability
- Mobile Order Entry
- Mobile Time Logging
- Multi Language and Translation Overview
- Running purges of data
- Software Service Requests (SSR)
- Translation Glossary - Customize Terminology
System Dynamics Corporation
500 Alden Road, Suite 215
Markham, Ontario, Canada
L3R 5H5
Contact Us
905-475-5155
888-401-5155
647-436-7607
Copyright © 2007-2011 System Dynamics Corporation, All rights reserved.
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