VIDEO TUTORIALS

DYNAMIC 3i Tours

• Quick Tour (2.5 min)
• Full Tour (20 min)
• Distribution Overview (7.5 min)
• Project Collaboration (2.5 min)

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Module Tutorials

• Accounts Payable
  • Accounts Payable Overview
  • AP and AR payment terms
  • How to set up Electronic Funds Transfer (EFT)
  • Menu Navigation
  • Payables transactions types for EFT cheques
  • Responsibility Codes - To group invoices - NEW FEATURE
  • Switching Vendor Codes
• 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
  • Job Rescheduling
  • Machine Load Summary
  • Menu Navigation
• 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
  • Graphs - creating a variety of graphs
  • Menu Navigation
• Asset Management
  • Defining a new 'Fixed Asset' type
  • Defining a new Asset
  • Fixed Assets Overview
  • Menu Navigation
  • Overview of 2.6 Fixed Assets
• 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
  • Fiscal Period Maintenance
  • General Ledger Overview
  • Menu Navigation
  • Repetitive Journals - Entering and updating
  • Setting up GL segmentation
  • Setting up valid GL segement values
  • Switching GL account codes
  • Templates - Used for ease of manual journal entry
• Human Resources
  • Human Resources Overview
  • Importing Employee Photograph
  • Menu Navigation
• Inventory
  • 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
  • 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
  • Physical Inventory Process Overview
  • 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
• Purchasing And Receiving
  • 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
  • Menu Navigation
  • Product Quality Control
  • Quality Control - Inquiry
  • Quality Control - Test Cancelation
  • Quality Control - Test Entry
  • Quality Control - Test Result
  • Standard Quality Control Test
• Repair Service
  • Menu Navigation
  • Repair Service Overview
• Sales Analysis
  • Closing the sales analysis module
  • Graphs - creating a variety of graphs
  • How to purge sales data
  • Inquire on invoiced orders
  • Loading Sales Data
  • Menu Navigation
  • Reprinting an invoice that has been updated to sales
  • Sales Analysis Overview
  • Sales Detail Inquiry
  • Sales Summary Inquiry
• Marketing and Sales
  • Menu Navigation
  • Sales and Marketing Overview
• Structures / Routings
  • Impact Analysis
  • Indented Explosion Inquiry
  • Indented Implosion Inquiry
  • Inventory Availability for Production
  • Manufacturing Overview
  • 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
  • Menu Navigation
  • Software Services Overview
• Time and Attendance
  • Menu Navigation
  • Time & Attendance Overview
• Telemarketing
  • Campaigns - Creating and running telephone promotional scripts
  • Mailing Lists - Creating and sending mailings to customers and prospects
  • Menu Navigation
  • Telesales - Inbound and outbound calls