Class TitleDescription
Accounts Payable

This Accounts Payable training session includes:

System Configuration for A/P
Database Maintenance for A/P
Invoice Processing
Check Processing
A/P Reports
A/P Month End

Accounts ReceivableThis Accounts Receivable training session includes:

  • System Configuration for A/R

  • Invoice Processing

  • Cash Receipts Processing

  • A/R Reports

  • A/R Month End

BackflushingRRM's advanced backflushing feature can virtually eliminate the non-value-added activities involved in inventory control. Even though it was designed as a precursor to the kan-ban product, advanced backflushing is imbedded in RRM's core. It allows component items to be issued from stores to work orders in real-time as the manufactured product moves through its operation steps. What’s more, users can now establish rules for RRM to follow regarding the sequence of locations from which to draw components and what to do if material is exhausted before the backflush is completed. Designing a feature this powerful to be virtually automatic at the shop level requires increased complexity at the administrative end. This session, therefore, covers the procedures users will need to properly manage this powerful tool.
Basic NavigationThis class will cover using Help functions, how the menus work, the List View, setting File Preferences, how to find data, basic system navigation etc.
By-Product TypeIn this one hour session learn how By-Product activity permits the creation of an item on a work order so that the receipt of the item from the work order will cause a reduction of cost on the work order while increasing inventory value.
Capacity ManagementSome topics to be discussed are: Finite vs. Infinite scheduling; Backward vs. Forward; the Net-Change and Global schedulers in RRM; defining workcenters; Common Sense scheduling; use of Scheduler's Workbench.
Cause and Corrective ActionThis session will cover RRM’s Cause and Corrective Action defect tracking from initial reporting through corrective and preventive action. Users work from a “Electronic To Do Lists” based on input from the shop floor inventory transactions.
Create a Report using AccessThis ODBC training session is a step-by-step process of creating any report you may need for your business in Microsoft Access. Support files, table structure, linking and joining are some of the features that will be discussed. A 36-page document will be sent to you to follow along with the instructor.
Creating a Report Using Crystal ReportsThis ODBC training session is a step-by-step process of creating any report you may need for your business using Crystal Reports. Support files, table structure, linking and joining are some of the features that will be discussed. A 24-page document will be sent to you to follow along with the instructor.
Document ManagementLearn how you can use Document Management to store drawings, text files, scanned documents, video, voice and virtually any other computer readable document in an electronic folder.
Engineering Change Management (ECM)Learn how Engieering Change Management allows engieering to manage approval workflows for the creation and revision of engineered products.
Engineering Change ManagmentLearn how Engineering Change Management allows engineering to mamage approval workflows for the creation and revision of engineered products
Engineering Part 1Part 1 of this 2 part on-line internet training session of Engineering functions include: The creation and maintenance of items, including a field-by-field tour of the Item Maintenance window.
Engineering Part 2Part 2 of the session topic includes:

  • Work centers
  • Structures
  • Scheduling
  • Bills and Routings
  • Revisions
EstimatingRRM Quoting

  • Quote Creation

  • Product structure maintenance

  • Quote price calculation

  • Printing Quote

  • Copying Quote into Job/Customer Order

Field Level Security & Password EnhancementSecurity is very important to all companies. Field Level security allows the administrator to control who can view and modify not only a form but field by field. The new ehancement to password control will also be demonstrated. This feature will allow the administrator to maintain how a password can be set up as well as how often a password will need to be changed.
G/L Report WriterLearn techniques in creating reports using the General Ledger Report Writer. Using the 21 formats provided you can create your own Financial statements without having to have the expertise of a programmer.
Import/ExportThe Import/Export module provides the tools to transfer information into and out of select files within the Rapid Response Manufacturing (RRM) database and connect to a wide variety of other tools, programs, and systems. Learn how this module can help eliminate manual data input and save valuable time.
Importing Data Into ExcelUsing Microsoft database, query the user can drop data in Excel for manipulation. This session will show the techniques to download entire files or just certain fields. Reports or data import can be set up one time and a click of the mouse can refresh the data each time the Excel spreadsheet is needed.
Inventory Data CollectionThe Inventory Data Collection module utilizes bar code technology for fast and accurate processing of purchase order receipts, material issues, and shipments.

  • Allows creation of Serial No. or Controls Lots at Purchase Order receipt time.
  • Process shipments for customer order delivery.
  • Tracks material issued to work orders and returns of material stock
  • And much more!
Managing Oracle SecurityWith today’s open database concepts, do you wonder who can access your data? Learn more about Oracle security and how to create restricted users for reporting purposes with the Oracle Enterprise Manager Console tool.
Master SchedulingThis session covers the use of ProfitKey's Master Scheduling module. The module, intended to be used in conjunction with MRP, allows the user to select specific items to be master scheduled; manage multiple master schedules; have MRP create master scheduled firm planned orders and planned orders for lower components; use the available-to-promise display and release the master scheduled firm planned order to production.
Materials Management with MRPHere you can learn how RRM provides for the timely and effective management of materials both with and without the use of MRP. We will discuss the techniques used to create a materials plan to support your production schedule as well as maintain a healthy inventory level. These concepts include the calculation and use of safety stocks and order points, a field-by-field discussion of the fields that address material control and the effective use of the MRP engine.
Modifying Crystal ReportsLike the RRM crystal reports but would like to change the look, add some extra data or remove some unused data? If so then this class is right for you. This class it geared toward the beginner starting with field structures and links. Learn the techniques to add fields, remove fields and format existing reports. Some advance techniques will be discussed such as adding a new table to the report, changing the data source and briefly touching on sub reports. This class is primarily a beginner's class; if you feel you need a more advanced custom class, please contact Paula St Jean.
Month End Closing ProceduresLearn the correct way to close the month within RRM. This short session will discuss updating to the general ledger, posting to the general ledger and other periodic procedures which need to be performed on a monthly basis.
Non-LIFO/FIFO CostingThis session covers the subjects below

  • System Variables

  • Master Files

  • Moving Costs to Workorders

    • Labor
    • Material

  • Viewing Cost Data in Screens and Reports

  • Periodic Processing

In addition, this session addresses the following LIFO/FIFO-specific areas:

  • Management of cost occurrence and cost distribution records

  • Interpretation of WIP

Order Entry

This course will take the user through setting up a customer order to releasing the order to the shop floor.

Other topics covered will be:

  • Checking availability

  • Editing job/lot details and shop order details

  • Shipping product

Periodic TasksThere are certain tasks which need to be performed in order to keep your database functioniong properly. Learn how and when these tasks should be performed. This session will also cover techniques in cleaning your database.
Physical Inventory & Cycle CountThis session goes through a field-by-field explanation of the Cycle Count Maintenance form. We will also discuss techniques for creating cycle count groups and using a super-group for a physical inventory. Finally, we will go through a small cycle count to illustrate each feature and to demonstrate how users might perform a complete cycle count.
Product ConfiguratorProduct Configurator allows you to create multiple configurations for end-items in a more efficient, abbreviated manner than by defining the same configuratons through the normal bill of materials functions in Engineer's Workbench. Using Product Configurator greatly reduces the database space required to define items and bill of materials, and minimizes the complexity in developing these definitions.
Progress BillingDo you receive deposits from your customers? Learn how to create, bill, and track progress payments and deposits from you customers. You can set this up in Order Entry and have the progress billings automatically created.
PurchasingThis session will be a condensed version of the two day purchasing course.

Class includes:

  • Creating purchase orders in the three different ways

  • Using PO requisitions and turning them into purchase orders

  • Receiving Purchase orders

RMAReturn Material Authorization (RMA) will allow RRM customers to control the return of goods to their facility, provide details as to the reason for return, and interface to the RRM Cause and Corrective Action system. In addition, the RMA system will integrate to the RRM Customer Management and Accounts Receivable systems, providing the RRM user the ability to determine the ultimate disposition of returned goods.
RRM Tips & Tricks

This session is intended for the new or inexperienced user, but it may be useful as a refresher for established users, who often become used to operating a certain way and may be unaware of newer and easier methods.  Some of what’s covered is listed below.

  • Fundamental skills and tips needed to operate the RRM software as efficiently as possible.

  • Navigating using mouse and the keyboard

  • Tips for entering batch data

  • Queries to find specific records or record sets,

  • Setting of preferences in list views and saving list view data into CSV files

  • How to fix a form if it becomes distorted and difficult to operate,

  • Where drag-and-drop functions can be used,

  • How to alter the column order in various child tables (like job order, customer order and PO windows)

  • For the more advanced user, but still universally applicable

  • Various inquiry functions such as Operations Monitor and Labor and Work Order inquiry.

  • And much, much more!

Scheduling ReportsAs its name suggests, this session focuses on the interpreting and use of RRM's various scheduling reports such as the Work Center Capacity Report, the Dispatch Report, and of course the Global Report. In addition to these subjects, this session will expand to a discussion of scheduling techniques in general and will address specific questions raised by the attendees.
Serial Number Lot ControlThis session will cover setting up system variables and individual item switches for serial numbers, control lots or both. Then it will cover the application itself, which will include at what events can serials/control lots be assigned both individually and in a range; consigning serials/control lots to specific orders and recovering data.
Split LotsThis session addresses the feature in Scheduler’s Workbench by which a job lot can be split into two discrete job lots. For example, J0001234 001 for 10 pieces can be split into J0001234 001A for 3 pieces and J0001234 001 for 7 pieces. The lot can be split at a designated operation and each lot carries its proportionate share of the original lot’s cost prior to the split. This feature is intended for expediting a portion of the original lot. Current plans call for the ability to split shop orders as well in a future release.
Steam Cleaning your DatabaseHas your database built up clutter after years of day-to-day activities? Learn how to purge some of the unneeded data and take steps to keep your database clean. This will help version 7 users to improve performance and decrease time searching and running reports
Understanding Oracle & ProfitKeyThis course will cover:

  • Understanding Oracle 11g & ProfitKey V7

  • Security

  • Backup and Recovery

  • Basic SQL

Presentation material used during the training will be emailed to you.


Understanding SchemaDB Schema - This is a technical session that will cover the details of the RRM database including definition of the primary and foreign keys and relationships between tables. This information will be useful when developing Access, Crystal, or other queries of the database
Working with the Netting ScreenThis session will take the user through the functions available within the Netting Screen. The Netting Screen is the main planning tool for both production and purchasing. Exploring the planning visibilty, relationships and actions presented in Netting. Create, review and manage work and purchase orders. It is the one stop screen for all things parts related.
Year End Closing Procedures

Session includes

  • Making Year End journal entries

  • Rolling average costs

  • Demand history