Sabre Limited Video ERP RoundUP - July 2023

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Here are the top videos released by Sabre Limited throughout the month of July. Be sure to follow us on YouTube to stay up to date with the latest trends in ERP and IT for manufacturing.

Change Multiple Orders In A Batch

In this video, Jenn Claridge explores the new functionality introduced in Sabre Production that allows users to efficiently change the status of multiple production orders simultaneously. In the past, options like changing order status individually or using the native "Change Production Order Status" page had limitations and could be cumbersome.

With Sabre Production, users can now navigate to the "Firm Planned" list and choose the desired orders. Under the "Process" option, they can select "Change Status" and apply the new status. Unlike the default behavior, this method enables changing the status for only the selected orders, providing a more streamlined process.

Alternatively, the "Change Production Order Status" page in Sabre Production offers improved batch status changes. Users can select specific orders and initiate the status change process. This feature enhances efficiency and reduces the risk of inadvertently affecting unintended orders. Sabre Production recommends considering the visibility of this option based on user roles.

Watch the full video here.

ERP Upgrades Vs Reimplementation

In this video, Rob Jolliffe discusses the distinctions between an ERP upgrade and a reimplementation. An upgrade involves transferring existing data, processes, and customizations to a new version with minimal changes, whereas a reimplementation involves migrating cleaned-up master data, focusing on essential data and changing processes while avoiding heavy customizations.

Upgrades retain financial history, potentially including bad data, and tend to maintain existing processes, while reimplementation offers a fresh start with master data, supports process changes, and may simplify the use of new features. The cost difference between the two approaches is not significant, with reimplementation offering greater potential for process improvement and eliminating redundant customizations, while upgrades preserve historical data and established procedures.

Watch the full video here.

Purchasing Implementation Part 2 - Create PO Release from Blanket PO

In this video, Jenn Claridge demonstrates the process of creating a purchase order release from a blanket purchase order in Sabre Production. Jenn starts by updating the order date, referencing a supplier's order number, and specifying quantities to release for specific items. The ability to make additional changes, such as comments and descriptions, is highlighted.

The conversion of the release into a firm purchase order is illustrated, with an emphasis on the linked purchase order number and its connection to the original blanket order. Furthermore, the video addresses managing released purchase orders, tracking purchase documents, and offers insights into modifying payment terms, expected receipt dates, and line details. It concludes by showcasing the actions of sending, printing, and marking the purchase order release as "released," ensuring smooth vendor communication and order management.

Watch the full video here.

Supply Chain 101: What is Supply Chain in Manufacturing?

In this video, Rob Jolliffe provides a comprehensive overview of Supply Chain 101 for Manufacturing. The focus is on the intricate documentation and ERP processes that underpin manufacturing supply chains.

Rob delves into the key interactions between customers and suppliers within the supply chain. He uses a diagram to illustrate how inventory and documentation flow between these entities. The process begins with a customer sending a request for quotation (RFQ) to a manufacturer. The manufacturer then creates an estimate and quote for the customer, initiating a purchasing process. A purchase order is generated by the customer, and the manufacturer responds with a sales order, ensuring alignment of purchase orders and sales orders. Rob emphasizes the importance of managing this documentation centrally.

The video further explores scenarios of managing inventory and fulfilling demand through warehouse transfers or production orders. Rob discusses how production orders consume components and output finished goods, providing insights into complex processes within manufacturing facilities. The video concludes by highlighting the cyclical nature of the supply chain process, mirroring actions between customers, manufacturers, and suppliers. The industry-standard approach driven by these interactions is essential for effective supply chain management.

Watch the full video here.

Purchasing Implementation Part 3 - Managing Blanket Purchase Orders

In this video, Jenn Claridge discusses various functionalities and features related to managing and reviewing blanket purchase orders within an ERP system. The tutorial focuses on exploring different aspects of the blanket purchase order, including looking at what has been posted against it, tracking history, and utilizing various tools for documentation and analysis.

The tutorial highlights the ability to view posted lines and history, such as posted purchase receipts and invoices, to track committed amounts against the original quantity. Jenn emphasizes the importance of maintaining accurate and detailed records of these transactions. Additionally, the tutorial explains how to handle situations where there are changes or additions to a release against the blanket purchase order, considering factors like existing purchase order releases and available quantities.

Jenn also covers a range of functions, such as attaching files and comments to the blanket purchase order, supporting dimensions for financials and analytics, managing item availability, inserting extended text for item-related information, archiving blanket purchase orders for historical reference, and utilizing approval workflows for status changes. The tutorial concludes by mentioning the capability to customize the appearance of blanket purchase orders and the inclusion of negotiated pricing comments, as well as accessing additional information through fact boxes and vendor statistics.

Watch the full video here.

Reasons Companies NEED Internal IT Staff

In this video, Rob Jolliffe delves into the topic of when an organization should maintain internal IT staff instead of outsourcing IT services.

Reasons for maintaining internal IT staff include having specialized knowledge about unusual software or systems, requiring IT professionals for product development involving IT components like networking or IoT technology, and accommodating a corporate culture that demands instant IT support. Rob also suggests that large organizations with substantial computing needs could justify having their own IT team.

Less compelling reasons, according to the Rob, include having outdated technology that outsourced providers won't handle, adhering to a DIY culture even when outsourcing might be more efficient, and prioritizing the lower per-hour cost of in-house IT personnel over the potentially more economical outsourced IT services.

Rob offers advice to organizations that choose to retain internal IT staff. He emphasizes the importance of providing IT professionals with the right tools for their trade, including a good remote management tool, a robust antivirus solution, a system for tracking user tickets, and a reliable backup system. He also notes the tendency of IT professionals to avoid confrontation and encourages proper communication to ensure that their needs are met.

Watch the full video here.

Purchasing Implementation Part 4 - Manual Purchase Quote Creation

In this video, Jenn Claridge guides viewers through the process of creating a purchase quote within Microsoft Dynamics 365 Business Central. The purpose of a purchase quote is to request price quotations from suppliers for specific items or resources, which can later be converted into purchase orders. Jenn begins by explaining the steps to access the purchase quote page and how to create a new quote.

In the process of creating a purchase quote, the presenter demonstrates various fields that need to be filled out. These include selecting the supplier, indicating a contact person, specifying the requested receipt date for the products, and providing other invoicing and shipping details. Jenn highlights the option to add comments to the quote for additional context.

She also illustrates how to add items to the purchase quote, either through GL accounts or existing inventory items. For items, users can choose the quantity, unit of measure, and add tax information. The video further discusses copying documents, such as a quote, from one vendor to another, while explaining considerations for recalculating lines and other details.

Finally, Jenn shows how to convert a purchase quote into a purchase order. This involves updating the order date, confirming the conversion, and accessing the newly created purchase order. She emphasizes the importance of maintaining accurate data in the system for effective management of purchase quotes and orders.

Watch the full video here.

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