CHS-MD01: Production Master Data

Workshop on Enhancing Production Process Design with Chemical2Go in Microsoft Business Central

Objective: This workshop aims to strengthen participants' mastery over the creation and management of master data in the manufacturing of Microsoft Business Central. It specifically targets professionals responsible for defining Bills of Materials (BOMs) and Routings, focusing on:

Deepening knowledge of production master data in Business Central, including insights into the Chemical2GO module.
Demonstrating the seamless integration of Recipes, BOMs and Routings within Business Central.
Providing strategies for adjusting BOMs/Recipes and Routings in response to changes in product design, manufacturing processes, or supply chain updates.
Enhancing understanding of version control and how to maintain historical data for BOMs/Recipes and Routings.

Agenda:

Previous Workshop Review
What will be achieved with Chemical2GO?
- Introduction to Items, BOMs, and Recipes
- Overview of Routings, Tools, and Production Rates
- Adding of textual instructions
Action Items and Assignments
Annoucements

Duration: 2 Hours

Expertise Provided by: COSMO Solutions 2GO team (delivered remotely in English)

Intended Audience:

Designed for managers, planners, and others involved in the specification of BOMs and Routings. The success of this workshop depends on active participation, insightful feedback, and the practical application of the concepts taught, significantly impacting the organization's processes and practices. Participants are expected to possess skills including:

Comprehensive understanding of the organization's business operations.
Charged with the creation and maintenance of production master data.

Resources Available:

Access to a sandbox environment with demo data for hands-on learning.
Ability to review session recordings.
Extensive documentation provided through COSMO Docs.

This workshop serves as a foundational step towards implementing Chemicals2Go tailored batch processing, ensuring alignment with the organization's goals and adherence to industry best practices.

CHS-MD02: Configuration of Production

Configuration Workshop to enable production with Chemical2Go in Microsoft Business Central Objective: This workshop aims to thoroughly acquaint participants with the crucial master data required to configure production environments and establish foundational production processes in Microsoft Business Central's manufacturing module. It specifically targets professionals involved in defining master data and IT infrastructure, with a focus on:

Enhancing understanding of production master data within Business Central, featuring insights into the Chemical2GO module.
Exploring configuration capabilities and settings essential for production operations.
Promoting best practices in production setup and management.

Prerequisites:

Participants must have attended Workshop CHS-MD01.
Completion of action items from Workshop CHS-MD01.

Agenda:

Previous Workshop Review
Key Configurations for Production Activation
- Number series and posting groups.
- Units of Measure.
- Item Tracking and Item Templates.
- Production and Process Manufacturing Setup.
Action Items
Announcements
- Outline the timeline for any follow-up activities.

Duration: 2 Hours

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English).

Intended Audience:
This workshop is crafted for managers, planners, and individuals responsible for the organization and definition of master data. The effectiveness of this session is contingent upon the active engagement, valuable feedback, and application of learned concepts by the participants, thereby significantly influencing the organization's operational processes and methodologies. Expected participant skills include:

An in-depth knowledge of the company’s business functions.
Responsibility for generating and maintaining production master data.

Resources Available:

Access to a sandbox environment equipped with demonstration data for practical application.
Option to review session recordings.
Comprehensive support documentation via COSMO Docs.

This session acts as a pivotal step toward implementing the Chemicals2Go solution for tailored batch processing, ensuring optimized production performance.

CHM-M003: From Quote to Pilot Manufacturing

Optional Process, Midsize Approach

Objective:
This workshop is designed to provide participants with a comprehensive understanding of the master data requirements essential for designing recipes and establishing pilot production processes in Microsoft Business Central, including the specialized Chemical2Go module. By focusing on the critical steps involved in formulating recipes, bills of materials (BOMs), and packaging specifications, the session aims to:

Enhance understanding of the quote-to-pilot-manufacturing process within Business Central.
Introduce configuration capabilities and settings pivotal for implementing a Quote-to-Pilot-Manufacturing approach.
Promote best practices in formulating, packaging, and specifying detailed instructions.
Improve proficiency in creating and managing test plans for new products. Prerequisites:
Successful completion of Workshop CHS-MD01.
Completion of all assigned action items from Workshop CHS-MD01.

Agenda:

Previous Workshop Review
Process Steps of Quote to Pilot Manufacturing | Walk through the end-to-end process
Key Configurations for Development and Laboratory Structures | Understand setup nuances that support research and development efforts.
Specifying Recipes and BOMs | Learn the methods for defining, refining, and managing product formulations.
Price Calculation for New Products: Gain insights into leveraging Business Central tools to compute and update costs.
Creating Test Plans for New Products: Acquire strategies to develop and integrate test protocols essential for quality assurance.
Action Items: Define follow-up tasks to ensure newly learned concepts are put into practice.
Announcements: Provide updates on new features, upcoming sessions, and any organizational changes.

Follow-Up Activities Timeline: Upon completion of this 2-hour session, a short list of action items will be assigned. Participants are expected to complete these tasks within two weeks, with an optional review session offered at the end of that period to ensure understanding and application.

Duration: 2 Hours

Expertise Provided By: The COSMO Solutions 2GO Team (offered remotely in English).

Intended Audience: This workshop is tailored for managers, planners, and team members responsible for quotes, formulation, packaging, and test plan development. Active involvement, constructive feedback, and practical application of the concepts discussed are crucial for driving tangible improvements in the organization’s operational practices. Participants should:

Have a deep understanding of the process from quote to pilot manufacturing, including shipping samples.
Be responsible for generating and maintaining recipes, packaging guidelines, and test plans.

Resources Available:

Sandbox Environment: Access to a fully equipped Business Central environment with demonstration data for hands-on learning.
Session Recordings: Option to review recorded materials for reinforcement and future reference.
Documentation: Detailed written instructions and reference materials available through COSMO Docs.

Note: This workshop serves as an optional step toward fully implementing the Chemicals2Go solution to streamline and optimize the quote-to-pilot-manufacturing process.

CHS-M004: From Engineering to Production Structure

Optional Process | Midsize Approach

Objective This workshop equips participants with a comprehensive understanding of how engineering data and specifications are transitioned into Production Structures within Microsoft Dynamics 365 Business Central, including the Chemical2Go module. Participants will learn how to convert engineering orders into finalized production data — including Bills of Materials (BOMs), Recipes, Routings, and other details of Manufacturing Specifications — to ensure readiness for scaled manufacturing. The session aims to:

Clarify the master data and configuration requirements for creating and maintaining Production Structures.
Demonstrate how engineering outputs are transformed into validated manufacturing structures.
Highlight best practices for defining and controlling recipes, routings, and specifications in Business Central.
Strengthen participants’ ability to manage the flow of information from R&D to production while ensuring data accuracy and compliance.

Agenda

Review of Previous Workshop Outcomes Recap key learnings from CHS-MD01 and ensure prerequisite configurations are in place.
Engineering to Production: Process Overview Walk through the complete process of converting engineering orders into Production Structures.
Configuration Essentials for Production Structures Explore setup parameters and dependencies supporting the engineering-to-production transition.
Creating and Managing Production BOMs and Recipes* Learn how to define, refine, and validate formulations and components for production readiness.
Defining Routings and Manufacturing Specifications Understand how to structure and optimize production processes, including operations, resources, and capacities.
Costing and Production Validation Use Business Central tools to calculate, verify, and update production costs and capacities.
Action Items and Next Steps Define post-session assignments to apply new concepts in the participant’s environment.
Announcements and Follow-Up Review upcoming workshops, feature updates, and optional feedback sessions.

Duration: 2 Hours

Expertise Provided By: COSMO Solutions 2GO Team(Delivered remotely in English)

Intended Audience This workshop is designed for production planners, manufacturing engineers, and master data specialists responsible for managing the transition from engineering design to operational manufacturing structures. Participants should:

Have experience whith engineering or pilot production processes.
Be responsible for maintaining product data such as recipes, routings, and BOMs.
Be familiar with Business Central setup and the Chemicals2Go module. Active participation and practical application are encouraged to ensure a successful integration of engineering outputs into production-ready structures.

Resources Available:

Sandbox Environment: Participants will have access to a dedicated Business Central sandbox environment preconfigured with demonstration data for hands-on exercises.
Session Recordings: All sessions will be recorded and made available for review and future reference.
Documentation: Comprehensive documentation, setup guides, and reference materials are accessible through COSMO Docs.

Note: This workshop serves as an optional step toward implementing the Chemicals2Go solution for a seamless transition from engineering data management to fully defined Production Structures in Business Central.

CHS-M005: From Sales Order to Production Order

CHS-M006: From Production Order to Production Schedule

CHS-M007: From Production Order to Material Requirement

CHS-M008: From Material Requirement to Procurement

CHS-CA01: Configuration of Surcharge Costing

Objective:

Provide a comprehensive understanding of Chemical2Go features for customizing surcharge costing sheets.
Enable users to utilize calculation schedules to verify different cost structures.
Empower users to calculate selling prices in a simple and efficient way.

Prerequisites:

Understanding of item and capacity costing in Business Central.
Familiarity with Unit Cost calculation in Business Central.
Access to a sandbox environment with essential configurations for production, including Recipes/BOMs and Routings (using Tool Work Center).

Agenda:

Introduction to Surcharge Costing
- Overview of surcharge costing concepts.
- Benefits of implementing surcharge costing in Business Central.
Basics of Calculation Schedules
- Define calculation groups and cost elements.
- How to create and manage calculation schedules.
- Case studies and examples.
Action Items
- Identifying next steps for implementation.
- Assigning tasks to team members for post-workshop follow-up.
Announcements
- Upcoming training sessions and resources.

Duration: 2 Hours

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English)

Intended Audience: Key stakeholders involved in cost and price calculation, including financial analysts, production managers, and procurement specialists.

Participant Skills and Engagement

The success of this workshop depends on the active participation, valuable feedback, and application of learned concepts by the attendees. Expected participant skills include:
In-depth knowledge of the company’s price and cost calculation processes.
Responsibility for generating and maintaining calculation sheets.

Resources Available:

Detailed documentation covering essential configuration steps.
Access to additional training materials and support resources.

This workshop aims to ensure that participants leave with a thorough understanding of configuring and utilizing the surcharge calculation within Business Central, ultimately enhancing the organization’s ability to calculate selling prices accurately and efficiently.

CHS-CA02: 1.Follow-Up Workshop to Best Practices for Surcharge Costing

Objective:

Refine and improve the configuration of surcharge costing within Chemical2Go.
Share best practices for managing surcharge costing effectively.
Ensure users can leverage advanced features to optimize cost structures and selling price calculations.

Prerequisites:

Completion of the initial Configuration and Review Workshops on Surcharge Costing.
Basic understanding of item and capacity costing in Business Central.
Familiarity with Unit Cost calculation in Business Central.
Access to a sandbox environment with existing configurations for production, including Recipes/BOMs and Routings (using Tool Work Center).

Agenda:

Welcome and Recap
- Brief overview of previous workshops.
- Revisit objectives and key learnings.
Advanced Configuration Techniques
- Optimizing Calculation Schedules
- Enhancing Cost Element Definitions
Best Practices for Surcharge Costing:
- Examples of effective surcharge costing implementation.
- Lessons learned and how to apply them.
Interactive Session
- Hands-On Exercises:
  - Participants apply advanced configuration techniques.
  - Real-time feedback and guidance from experts.
- Collaborative Problem-Solving:
  - Address specific challenges faced by participants.
  - Group discussion and knowledge sharing.
Feedback
- Gather participant feedback on workshop content.
- Discuss any additional training or support needs.
Action Items and Next Steps
- Define steps for applying workshop learnings.
- Assign tasks and responsibilities for follow-up actions.
Announcements
- Upcoming Training Sessions and Resources:
  - Inform participants about additional resources and training opportunities.

Duration: 90 minutes

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English)

Intended Audience: Key stakeholders involved in cost and price calculation, including financial analysts, production managers, and procurement specialists.

Participant Skills and Engagement:
The success of this workshop depends on the active participation, valuable feedback, and application of learned concepts by the attendees. Expected participant skills include:

In-depth knowledge of the company’s price and cost calculation processes.
Responsibility for generating and maintaining calculation sheets.

Resources Available:

Detailed documentation covering advanced configuration steps.
Access to additional training materials and support resources.

This workshop aims to ensure participants leave with an enhanced understanding of configuring and utilizing surcharge costing within Business Central, ultimately leading to more accurate and efficient cost management and pricing strategies.

CHS-CA03: 2.Follow-Up Workshop to Best Practices for Surcharge Costing

Objective:

Refine and improve the configuration of surcharge costing within Chemical2Go.
Share best practices for managing surcharge costing effectively.
Ensure users can leverage advanced features to optimize cost structures and selling price calculations.

Prerequisites:

Completion of the initial Configuration and Review Workshops on Surcharge Costing.
Basic understanding of item and capacity costing in Business Central.
Familiarity with Unit Cost calculation in Business Central.
Access to a sandbox environment with existing configurations for production, including Recipes/BOMs and Routings (using Tool Work Center).

Agenda:

Welcome and Recap
- Brief overview of previous workshops.
- Revisit objectives and key learnings.
Advanced Configuration Techniques
- Optimizing Calculation Schedules
- Enhancing Cost Element Definitions
Best Practices for Surcharge Costing:
- Address specific challenges faced by participants.
- Group discussion and knowledge sharing.
Feedback
- Gather participant feedback on workshop content.
- Discuss any additional training or support needs.
Action Items and Next Steps
- Define steps for applying workshop learnings.
- Assign tasks and responsibilities for follow-up actions.
Announcements
- Upcoming Training Sessions and Resources:
  - Inform participants about additional resources and training opportunities.

Duration: 90 Minutes

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English)

Intended Audience: Key stakeholders involved in cost and price calculation, including financial analysts, production managers, and procurement specialists.

In-depth knowledge of the company’s price and cost calculation processes.
Responsibility for generating and maintaining calculation sheets.

Resources Available:

Detailed documentation covering advanced configuration steps.
Access to additional training materials and support resources.

CHS-QA01: Incoming Goods Inspection with Chemicals2GO

Training This workshop will provide participants with an understanding of incoming goods inspection using COSMO Chemicals2GO, equipping them with practical skills to create test plans.

Objective:

Gain a foundational understanding of performing quality inspections, particularly for incoming goods.
Enable users to create test plans for inspections.

Prerequisites:

Familiarity with item master data, purchase order, and warehouse receipt.
Availability of sample data.

Agenda:

Introduction
- Outline the primary goals and what participants will achieve by the end.
- Brief participants on the structure and flow of the workshop.
- Introduce the key features of quality inspections.
Case Studies: Incoming Goods Inspection
- Share examples and scenarios related to incoming goods inspection.
- Provide a platform for participants to ask questions and share insights.
How to Create a Test Plan?
- Detail the essential elements that make up a comprehensive test plan.
- Walk participants through the process of creating a test plan.
- Participants use provided sample data to create their own test plans.
How to Perform Incoming Goods Inspection?
- Demonstrate How to Perform Test Incidents Using COSMO Quality Assurance
Action Items and Assignments
- Summarize key takeaways and practical applications of the workshop.
- Define specific tasks and assign responsibilities to participants for implementing the training insights.
Announcements
- Inform participants about upcoming training opportunities and additional resources available.
- Open Floor for Any Remaining Questions.

Duration: 2 Hours

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English)

Intended Audience:

Key stakeholders involved in the quality process, such as quality assurance officers.

Participant Skills and Engagement:
The success of this workshop depends on active participation, valuable feedback, and application of learned concepts by the attendees. Expected participant skills include:

In-depth knowledge of the company’s processes in procurement and quality control.
Responsibility for Test Planning, Standard Operation Procedures (SOPs), and Quality Control operations.

Resources Available:

Detailed documentation covering configuration steps and user guides.
Access to the sandbox or live environment where the COSMO Quality Assurance extension is deployed.

CHS-QA02: Production inspection with Chemicals2GO

Training This workshop will provide participants with an understanding of in-process inspec-tion and output inspection using COSMO Chemicals2Go, equipping them with practical skills to create test plans.

Objective:

Gain a foundational understanding of performing quality inspections, particularly for production.
Enable users to create test plans for inspections.

Prerequisites:

Familiarity with item master data, production structures and production order.
Availability of sample data.

Agenda:

Introduction
- Outline the primary goals and what participants will achieve by the end.
- Brief participants on the structure and flow of the workshop.
- Introduce the key features of production inspections.
Case Studies: Incoming Goods Inspection
- Share examples and scenarios related to production inspections.
- Provide a platform for participants to ask questions and share insights.
How to Create a Test Plan?
- Detail the essential elements that make up a comprehensive test plan.
- Walk participants through the process of creating a test plan.
- Participants use provided sample data to create their own test plans.
How to Perform Production Inspections?
- Demonstrate How to Perform Test Incidents Using COSMO Quality Assurance
Action Items and Assignments
- Summarize key takeaways and practical applications of the workshop.
- Define specific tasks and assign responsibilities to participants for implementing the training insights.
Announcements
- Inform participants about upcoming training opportunities and additional re-sources available.
- Open Floor for Any Remaining Questions.

Duration: 2 Hours

Expertise Provided by: The COSMO Solutions 2GO Team (offered remotely in English)

Intended Audience:

Key stakeholders involved in the quality process, such as quality assurance officers.

In-depth knowledge of the company’s processes in production and quality control.
Responsibility for Test Planning, Standard Operation Procedures (SOPs), and Quali-ty Control operations.

Resources Available:

Detailed documentation covering configuration steps and user guides.
Access to the sandbox or live environment where the COSMO Quality Assurance ex-tension is deployed.

CHS-QA03: Configuration of Test Planning

Objective: This workshop is designed to enhance participants' expertise in creating and managing master data for test planning in Microsoft Business Central. It is specifically tailored for professionals responsible for defining test plans, with a focus on:

Deepening knowledge of inspection master data in Business Central, including insights into the Chemical2GO module.
Exploring ways to adjust test planning in response to changes in product design, standards, and other factors.
Improving understanding of version control and the maintenance of historical data for test plans.

Prerequisites:

Completion of workshops on Incoming Goods Inspection and Production Inspection.
Availability of sample data.
Adherence to a structured change management process to inform all stakeholders and mitigate risks.

Agenda:

Previous Workshop Review
Goals of Test Planning
- Understanding Test Properties and Test Methods
- Defining Test Property Sets and Test Locations
- Creating and Managing Test Plans and Test Activities
- Clearly defining the scope of configuration
Set Parameters
- Adjust settings, parameters, and options as per requirements from the quality workshops
- Configure user roles and permissions to ensure appropriate access to functionalities
Action Items and Assignments
- Define specific tasks and assign responsibilities for implementing insights
- Conduct thorough testing to ensure the extension configuration meets business requirements
- Engage users in testing to validate the alignment of configuration with their needs
- Provide training sessions for end-users to familiarize them with the new configuration
Announcements

Duration: 90 minutes

Expertise Provided by: COSMO Solutions 2GO team (delivered remotely in English)

Intended Audience: This workshop is designed for managers, planners, and others involved in the design of test plans. Success depends on active participation, insightful feedback, and practical application of the concepts taught, significantly impacting the organization’s processes and practices.

A comprehensive understanding of the organization's business operations.
Responsibility for Test Planning, Standard Operation Procedures (SOPs), and Quality Control operations.
Responsibility for the creation and maintenance of testing master data.

Resources Available:

Access to a sandbox environment with demo data for hands-on learning.
Ability to review session recordings.
Extensive documentation provided through COSMO Docs.

CHS-QA04: Verification of Test Planning Deployment Workshop

This workshop is meticulously designed to verify and enhance the deployment and functionality of the Test Planning module within Chemical2Go. By engaging in this session, participants will ensure that all inspection processes and production workflows are established as per the specifications and are functioning efficiently.

Objective:

Comprehensive Verification: Confirm that the Test Planning module is deployed correctly and is fully functional in the Chemical2Go environment.
Implementation Accuracy: Check that all metrics, inspection plans, and configurations are implemented accurately.
User Proficiency: Validate that all users have a clear understanding and can effectively use the Test Planning module.
Issue Resolution: Discuss and resolve any queries or concerns raised by users and stakeholders to optimize the use of the module.

Prerequisites:

Successful completion of configuration workshops.
Deployment of the Test Planning in either a sandbox or a live environment.
Availability of essential sample data such as test properties, test property sets, test methods, test plans, items, and the test plan assignments.
Preliminary user testing of configured test plans.

Agenda:

Introduction and Objectives
- Review the purpose and goals of the Test Planning.
- Discuss the specific objectives of this workshop.
Review of Test Plans
- Participants demonstrate their understanding through practical exercises: creating test plans and conducting inspections based on these plans.
- Execution of critical tasks including incoming goods inspections and production inspections.
Feedback and Issue Resolution
- Gather and address feedback on the configuration, deployment, and daily usage of the Test Planning module.
- Resolve any identified issues and answer participant questions.
Next Steps and Action Items
- Identify necessary adjustments to the configuration.
- Assign responsibilities to ensure continuous improvement.
Announcements
- Communicate timelines and expectations for upcoming activities.

Duration: 90 minutes

Expertise Provided by: The COSMO Solutions2GO Team (available remotely in English)

Intended Audience:

Key stakeholders in the test planning process, including quality control managers, quality assurance officers, and IT personnel overseeing Business Central operations.

Participant Skills and Engagement:

A prerequisite for participants is attendance at the initial configuration workshop.
Participants should be well-versed with the company’s quality processes and the specific test plans configured.

Resources Available:

Access to both the sandbox and live environments where the Test Planning is actively deployed.
Comprehensive test plans and extensive documentation detailing configuration steps and user guides.

By attending this workshop, participants will solidify their understanding and ability to effectively utilize the Test Planning module, ensuring quality and efficiency in their operational and quality assurance processes.

CHS-QA05: Configuration of Customer Certificates

Objective: This workshop is designed to enhance participants' expertise in creating and managing certificates of analysis within COSMO Chemicals2Go. It is specifically tailored for professionals responsible for transforming customer specifications into certificates, focusing on:

Deepening knowledge of testing processes and insights into creating certificates.
Exploring methods to adjust test planning in response to customer specifications, standards, and other influencing factors.

Prerequisites:

Successful completion of workshops on test planning and item tracking.
Availability of sample data, including completed and finished test orders for products.

Agenda:

Review of Previous Workshops
Managing Customer Certificates
- Understanding of Customer Certificates in COSMO Chemicals2Go
- Analyzing Inspection Results and Statistics
Creating and Managing Test Plans as Specifications
- Defining the Scope of Configuration
- Adjusting Settings, Parameters, and Options as Required
- Configuring User Roles and Permissions to Ensure Proper Access to Functionalities
Action Items and Assignments
- Defining Specific Tasks and Assigning Responsibilities for Implementing Insights
- Conducting Thorough Testing to Ensure the Configuration Meets Business Requirements
- Engaging Users in Testing to Validate the Configuration Alignment with Their Needs
- Providing Training Sessions for End-Users to Familiarize Them with the New Configuration
Announcements

Duration: 90 minutes

Expertise Provided by: COSMO Solutions 2GO team (delivered remotely in English)

Intended Audience: This workshop is designed for managers, planners, and others involved in the design and management of certificates.

Participant Skills and Engagement: The success of this workshop relies on active participation, valuable feedback, and the application of learned concepts by attendees. Expected participant skills include:

A comprehensive understanding of the organization's business operations.
Responsibility for certificates, Standard Operating Procedures (SOPs), and Quality Assurance operations.
Responsibility for the creation and maintenance of testing master data.

Resources Available:

Access to a sandbox environment with demo data for hands-on learning.
Ability to review session recordings.
Extensive documentation provided through COSMO Docs.

CHS-QA06: Quarantine, Release, and Rejected

Objective: This workshop is designed to enhance participants' expertise in managing the availability of lots and item tracking within COSMO Chemicals2Go. It is specifically tailored for professionals responsible for quality assurance and material flow, focusing on:

Deepening knowledge of item tracking within Business Central.
Providing an understanding of managing quarantine, release, and reject processes.
Explaining the lot/serial number status functionalities added by COSMO Chemicals2Go.
Exploring methods to adjust restrictions and rules to handle the availability of lots.

Prerequisites:

Basic understanding of Item Tracking within Microsoft.
Availability of sample data, including configuration to perform postings within inventory and production.

Agenda:

Review of Previous Workshops
Lot Management
- Understanding Item Tracking
- Overview of Lot Information
Quarantine Process
- Understanding the Quarantine Process
- Adjusting Settings, Parameters, and Options as Required
- Configuring User Roles and Permissions to Ensure Proper Access to Functionalities
Release Process
- Understanding the Release Process
- Adjusting Settings, Parameters, and Options as Required
- Configuring User Roles and Permissions to Ensure Proper Access to Functionalities
Reject Process
- Understanding the Reject Process
- Adjusting Settings, Parameters, and Options as Required
- Configuring User Roles and Permissions to Ensure Proper Access to Functionalities
Action Items and Assignments
- Defining Specific Tasks and Assigning Responsibilities for Implementing Insights
- Engaging Users in Testing to Validate the Configuration Alignment with Their Needs
Announcements

Duration: 120 minutes

Expertise Provided by: COSMO Solutions 2GO team (delivered remotely in English)

Intended Audience: This workshop is designed for managers in quality assurance and others involved in the quarantine, release or reject process.

A comprehensive understanding of the organization's business operations.
Responsibility for Standard Operating Procedures (SOPs) and Quality Assurance operations.
Responsibility for the creation and maintenance of lot tracking.

Resources Available:

Access to a sandbox environment with demo data for hands-on learning.
Ability to review session recordings.
Extensive documentation provided through COSMO Docs.

CHS-QA07: Verification of Lot Tracking

Comprehensive Verification: Confirm that the Item Tracking and Lot Status Management is deployed correctly and is fully functional in the Chemicals2Go environment.
Implementation Accuracy: Ensure all restrictions and configurations are implemented accurately.
User Proficiency: Validate that all users have a clear understanding and can effectively use the lot status management system.
Issue Resolution: Discuss and resolve any queries or concerns raised by users and stakeholders to optimize the use of lot management.

Prerequisites:

Successful completion of configuration workshops.
Deployment of the Lot Management enhanced by Lot Status in either a sandbox or a live environment.
Availability of essential sample data such as lot status and inventory posting permissions.
Preliminary user testing of configured status for quarantine, release, and rejects of materials and products.

Agenda:

Introduction and Objectives
- Review the Purpose and Goals of Lot Tracking and Lot Status
- Discuss the Specific Objectives of this Workshop
Review of Configurations
- Participants Demonstrate Their Understanding Through Practical Exercises:
  - Conducting Incoming Goods, Inventory Posting, and Production Processes
  - Execution of Status Changes for Quarantine, Release, and Reject
Feedback and Issue Resolution
- Gather and Address Feedback on the Configuration, Deployment, and Daily Usage of Lot Tracking
- Resolve Any Identified Issues and Answer Participant Questions
Next Steps and Action Items
- Identify Necessary Adjustments to the Configuration
- Assign Responsibilities to Ensure Continuous Improvement
Announcements
- Communicate Timelines and Expectations for Upcoming Activities

Duration: 120 minutes

Expertise Provided by: COSMO Solutions 2GO team (delivered remotely in English)

Intended Audience: This workshop is designed for managers in quality assurance and others involved in the quarantine, release, or reject process.

A comprehensive understanding of the organization's business operations.
Responsibility for Standard Operating Procedures (SOPs) and Quality Assurance operations.
Responsibility for the creation and maintenance of lot tracking.

Resources Available:

Access to a sandbox environment with demo data for hands-on learning.
Ability to review session recordings.
Extensive documentation provided through COSMO Docs.

CHS-VR01: Configuration of Vendor Rating

This workshop aims to ensure that participants leave with a thorough understanding of configuring and utilizing the vendor performance rating extension, ultimately enhancing the organization’s vendor management and operational processes.

Objective:

Provide a comprehensive understanding of performance metrics and key performance indicators (KPIs).
Enable users to utilize the configuration tools for vendor rating within Chemical2Go.
Empower users to specify soft criteria for vendor performance rating.

Prerequisites:

Familiarity with item master data and vendor master data related to procurement.
Understanding of the procurement process in Business Central including processing of purchase orders, receipts, purchase returns.
Access to a sandbox environment with essential configurations for procurement, including sample data such as vendors, items, locations, and posting groups.

Agenda:

Introduction to vendor rating process
Configuration of Hard Criterias
- Quantity
- Date
- Quality of goods
- Returns
Configuration of Soft Criterias
Reporting
- Calculating Vendor Rating Entries
- Generating Reports
- Reviewing Rating History
Action Items and Assignments
Announcements

Announcements and Closing:

Summarize key takeaways from the workshop.
Outline the timeline for any follow-up activities.

Duration: 2 Hours

Expertise provided by: The COSMO Solutions 2GO Team (offered remotely in English).

Intended Audience:

Key stakeholders of the vendor rating process, such as purchase manager or quality assurance officier

An in-depth knowledge of the company’s procurement process.
Responsibility for generating and maintaining KPIs focusing on vendor evaluation.

Resources Available:

A test plan to verify rating results based on hard and soft performance criteria.
Detailed documentation covering configuration steps and user guides.

CHS-VR02: Verification of Vendor Rating Deployment

This review workshop aims to ensure that the Vendor Performance Rating extension is correctly deployed and functioning as intended, providing valuable insights into vendor performance and enhancing the procurement process.

Objective:

Verify the deployment and functionality of the Vendor Performance Rating extension in Chemical2Go.
Ensure all configured performance metrics and KPIs are correctly implemented.
Validate user understanding and proper usage of the vendor rating tools.
Address any issues or questions from users and stakeholders.

Prerequisites:

Completion of the initial configuration workshop.
Deployment of the Vendor Performance Rating extension in the sandbox or live environment.
Availability of relevant sample data, including vendors, items, locations, and posting groups.
Initial testing of configured hard and soft criteria by user.

Agenda:

Introduction and Objectives
- Recap the objectives of the Vendor Performance Rating extension.
- Outline the goals of the review workshop.
Review of Configured Criteria
Verification of Performance Metrics and KPIs
- Users demonstrate their understanding by navigating through the rating process.
- Users perform tasks such as post a purchase return and generating reports.
Feedback and Issue Resolution
- Collect feedback from participants on the configuration and deployment process.
- Address any issues, concerns, or questions raised by the users.
Next Steps and Action Items
- Define any additional configuration adjustments.
- Assign action items to relevant team members.
Announcements
- Outline the timeline for any follow-up activities.

Duration: 2 Hours

Expertise Provided by: The COSMO Solutions2GO Team (offered remotely in English)

Intended Audience:

Key stakeholders involved in the vendor rating process, including purchase managers, quality assurance officers, and IT personnel responsible for Business Central.

Participant Skills and Engagement:

Participants should have attended the initial configuration workshop.
Participants should be familiar with the company’s procurement process and the configured vendor rating criteria.

Resources Available:

Access to the sandbox or live environment where the Vendor Performance Rating extension is deployed.
Test plans and detailed documentation covering configuration steps and user guides.