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To-Do's after PV Assisted Setup

Summary

This article outlines the checklist and necessary modifications after completing the PrintVis Assisted Setup. Ensure all items are addressed before performing initial tests.

BC / PrintVis (with BC Partner)

  • No. Series
  • Verify and configure series for Quote and Order in PV General Setup.

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  • PV G/L Posting Setup
  • Ensure the General Ledger Posting Setup is correctly configured.

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PV Workflow / User

  • Set up workflows and assign users.
  • Capacity Resources – Teams
    • Check and configure capacity resources and team assignments.

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  • Responsibility Areas
  • Address any missing users or teams and assign the Responsible Code.

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  • User Setup
  • Add the Team Code to the Responsibility Area for each user.

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  • Check User Permission Setup
  • Verify user permissions and access levels.

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Production

  • Cost Center
  • Configure the Shop Floor Production Plan Tile Setup.

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  • Set up the Shop Floor Job Ticket Tile (Teams, Extra Work, Unit of Measure).

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Estimation

  • Calculation Units
  • Add any missing items to Calculation Units.

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  • Verify "Show Line in Job Ticket" and configure FastTab Print Control.

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  • Product Groups
  • Ensure proper filtering for Item Type Code / Lookup.

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  • Item Qualities
  • Confirm the setup for Purchase Management.

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Planning Setup

  • Capacity Units
  • Standard Setup:

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- Time Rounding (e.g., 00:15:00).
- Efficiency Planning Unit (real possible working time).
- Minimum Split Time for auto-splitting.
- Shop Floor Prod. Sorting = Planning Unit Priority.

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  • Group Code
    • Set up Group Code for planning filters.

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  • Setup for Same Machines
    • Ensure consistent setup so orders can be moved between machines.

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  • Planning Units
  • Delete all “Lists - Calculation Units” from the Planning Units.
  • Remove any Units that should not be planned.

Optional Setup

  • Q/A Setup
  • Configure Quality Assurance settings.

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  • Commission Rates
  • Set up commission rates for sales.

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  • Customer Groups
  • Define and configure customer groups.

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  • Complaint Reasons
  • Set up reasons for customer complaints.

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  • Rejection Codes
  • Configure rejection codes.

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  • Discount Groups
  • Establish discount groups.

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  • Rates of Discount
  • Define discount rates.

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