iTMS Command Centre
Systems
Workstation Set-up Procedure for ITMS V9 Client Installation and Registration of SRP
Install iTMS Web Interface
Request Support from iTMS by Email
Changing a User Password
Toolbar Functions and Shortcut Keys utilised in iTMS
Initiate and Run a Query
Create a new Export Name for a Query
Add Table Columns to New Query Export
Microsoft Word Mail Merge from iTMS Query Data
Microsoft Word Email Merge from iTMS Query Data
Microsoft Word Label Mail Merge from ITMS Query Data
Add and/or Edit Pre-set Email Text
End iTMS session when user can't log out
Search Functions in iTMS
Set-up Microsoft Excel and Word Station Defaults
Set-up SMTP Email and Print/Email Invoices in a Batch
Test SMTP Function
Email Notification of Reject - Shop Floor Clocking
Set-up or change the Company's Details in ITMS
Set-up MYOB Tax Codes in iTMS
Create a New Currency Code
Create a Backup of the ITMS DATA Folder
Take Screen Shot via Microsoft Word to Email to ITMS
Email a Screen Shot via Microsoft Windows 7 Paint
Core Data
Clients Window
Create a New Client Record
Rename or Combine Client Codes
Set-up Despatch Stop, Secure by Client
Credit Stop and Credit Limit Functions
Discounts and Pricing
Suppliers Details Window
Create a New Supplier Record
Rename or Combine Supplier Codes
Update Material Prices by Supplier
Employee Details
Create a New Employee Record
Set-up Employee Group Positions
Employee Calendar Activities Set-up
Individual Employee Calendar Set-up
Setting up Internal Password and Permissions for Protected Functions
Security/Permission Settings for Employees - Security Tab
Workcenter Details
Create a New Workcenter
Workcenter Cost and Charge Set-up
Users Details - User / Employee Relationship
Remove and Assign an Employee Code to an Existing User Number
Set-up a New User
Changing User Password
Quality Assurance Module Set-up -Version 8 only
Creating a New QA Record - Version 8 Only
Editing / Resolving and Finalising a QA Record - Version 8 Only
QA Tracking Report - Version 8 Only
Notes System Set-up
Creating a New Notes Record
Edit or Resolve a Notes Record
Notes Tracking Report
Attach a File to a Notes Record
Vehicle Management Systems
Enter / Edit Vehicles
Quality Management System (QMS)
Setting up Parameters in the Quality Management Systems Module
Creating a New NCR / ECR
Edit and/or Finalise an NCR/ECR
Add/View or Edit NCR/ECR from other Windows
Show all NCR/ECR
Email Alert function for NCR/ECR Records
Track Costing for Rework for an NCR/ECR
Create an NCR Purchase Order
Create an NCR Part Code
Creating New Document Records in the QMS
Audit / Review and Authorise Documents within the QMS Module
Raise Document Changes
Show all Documents
Enter / Edit Employee Positions
Show all Current Positions
Using the Position Wizard
Enter / Edit Inspection/Calibration Items in the QMS Module
Show all Inspection/Calibration Items
Print Table Data Window
Manufacturing
Create a Part
Part Details Window
Rename Part Codes
Printing the Build of a Part
Setting up the Sales ID
Maintain Obsolete Part Codes
Parts Costings
Parts - Clean up and Update
Set up NCR Workcenter and Purchase function
Job Picking
Attach file to Part for Printing with the Job Ticket
Emailing Files attached to a Part within a Quote
Stock Formulas
Production Stop feature in the Parts Window
Replace Part/Material in BOMs
Stock-Lead Time and Critical Time
Create a Material
Material Details Window
Rename Materials Code
Material re-naming in a batch
Item Substitution
Maintain Obsolete Material Codes
How to Delete or Remove old queries
Materials - Clean up and Update
Transfer or Combine Material Codes
Setting Up Materials for Auto-ordering by UoM 2
Set-up Material Sub-Groups (Laser) for DXF Reader
Set-up Material Groups and Unit of Measure
Issue Materials to a Kit Part
Set-up Warehouse / Divisions in iTMS
Transfer Stock between Warehouses/Divisions
Supply and Sell a product between Divisions/Warehouses
Sell price calculation for Sheet Materials (Plastic) used in Quotes and Client Orders
Material Stock-take - Method 2
Materials Stock-take Method 3-Stock Freeze
Print Material Stocktake Sheets from a saved Query
Stock Locations and Bin Locations
Quotes
Reserve Quote No
Create a New Quote
Editing a Quote
Print Quote
Adding Text to a Quote
Quote Total Report
Laser/Plasma Quote Fast Module
Laser/Plasma Quote Fast Set-up
Quote Fast-Sheet Change Time Option
Laser/Plasma - Materials Database
Creating and Quoting Parts - Laser/Plasma Quote Fast
Attach a Drawing to the 'Create Parts Fast' window
Order Book
iTMS - Types of Systems
Create a New Client Order
Process Sheet (Client Order)
Despatch Client Order
Send Client Orders to History
Client Order ON-Hold Feature (Version 9.31 only)
Cancel a Client/Production Order
Proforma Invoices in iTMS
Create a New Production Order
Process Sheet (Production Order)
Despatch Production Order
Alert/Stop Despatch of Production Orders
Complete Individual Process in a Job
Send Production Orders to History
Retrieve a Client/Production Order from History
Production/Client Order ON-Hold Feature
Production Order-Make to Order
Production Order-Connect Jobs with the Project field
Production Order - Make to Stock
Production Order-Kit Part
Production Order Type DV
Change Type field in a Production Order after job has been activated
Reset Despatched Client/Production Order
Credit Adjustment Note
Set Client/Production Order as Complete with No Invoice
Point of Sale - POS
Job Module
Create Job Tickets from the Jobs Module
Job Re-creation Process
Transfer Job Process Time
Understanding the Job Cost Summary
Current Jobs
Process Control - Change Status-Not Complete
Purchase
Create a New Purchase Order
Cancel a Purchase Order
Reinstate a Cancelled Purchase Order
Request for Quote - Purchase Order
Print Purchase Order
Material Delivery
Purchase Invoice
Purchase Order - Stock Return
Secure Purchasing - Signature Purchase
Kit Purchasing
Purchase Credit Procedure
Material Auto Order
Automated Sub-Contract Purchasing Set-up
Sub-Contract Purchasing
Recording and Attaching Test Certificate information
Reset Purchase Invoice
Change Purchase Account code by Material Groups
Personnel
Shift Parameters
Update Shift
Job Batch - Time Entry
Job Batch - Hour Entry
Show Daily Employee - Version 9 (SRP)
Show Current Employee - Jobs
Employee Management
Select Employee-Clock Report
Update incorrect Job time records
Edit Employee Clock Start Time/Date
Check Clock/Job Times for Errors
Selected Payroll Report
Set-up and Utilise Non-productive Time
Managing Employee Short term leave - All day event
Managing Employee Sick leave - Part day event
Recording Employee Training
Clock Floor
Clock On & Off-Single Job
Multi Clock on function
Transport Method Feature
Awaiting Despatch Status for C.O.D. Clients
How to Set-up Clock Rounding
Adding a work description - Clock off Job
Web based Clocking
Reports
Reports Module - Current Reports
Printing Problems - Reports Module
Client Total Invoices Report
Supplier Total Purchases Report
Items Invoiced to a Client for a selected period
Invoice_Export
Connect iTMS to the MYOB ODBC Driver-MYOB Premier V19
Set-up Freight Account Codes for Invoice Export
Set-up Delivery Code as used on an Invoice
Sales Invoices Export to MYOB
Purchase Invoices Export to MYOB
Re-connect iTMS to the MYOB ODBC Driver
Import Account Codes from MYOB
Import Clients/Suppliers from MYOB
Import Terms from MYOB
Export Clients/Suppliers to MYOB
The Invoice Deletion Process
MYOB Version 19 ODBC Upgrade Mar 10
Review Invoices Exported to MYOB in a selected date range
Invoices missing in MYOB after Exporting from iTMS
Update Client Details from MYOB
Managing Deposits
Set-up Two Companies for MYOB
Add or Edit Total Box Text on Invoices
Print or Email Invoices in a Batch via SMTP
Add Restocking Fee to Credit Adjustment Invoice
QuickBooks-Export Sales Invoices
QuickBooks-Export Purchase Invoices
Scheduling
Sheduling Parameter Set-up
The Scheduling Process
Workcenter Scheduling Report
Capacity Planning (Infinite Capacity)
Update Daily Job Times
Utilities
Year Planner
Update jobs with new Workcenter cost
Confirm Correct Allocation of Materials
Parts Pricing Update