| MAX Upgrades Fixes List |
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| MAX Rollouts |
5.5.3,4,5,6 |
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| Dynamics GP Changes |
What’s New Since… |
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| MAX User Guides |
User Guides Folder |
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| MAX Support Site |
customersupport.ecisolutions.com
support_max@ecisolutions.com |
If you do not have a portal login go to the site and request one. |
| MAX Security |
MAX SOX Security Sheet |
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| Key Upgrade Enhancements |
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Manual Sales Pricing |
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Alternate BOM and Routing |
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Enhanced Lot and Serial Tracking |
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Sales Consignment Module |
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Stock Revaluation for Inventory and WIP |
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Unlimited Cost Sets |
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Average/Last Purchase Price Automatically Updated |
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Decimal Places in Currency Maintenance |
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Ship To and Bill To Maintenance using the Address Master |
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HTML Help |
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Email from MAX Forms/Reports |
32 Bit Office ONLY |
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Transaction References in Inventory Control |
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Separate Tables for Commodity Code, Class Code, Planner IDs, Buyer IDs |
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Sales Order Miscellaneous Items |
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| Order Processing |
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Visual Workflow Diagram |
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Forecast Orders |
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Sales Orders & Quote |
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Sales Orders & Print Docs |
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Master Scheduled Orders |
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Planned Orders |
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Review Purchased |
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Review Shop |
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Shop Order |
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Shop Order |
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Rework |
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Dissassembly |
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Purchase Requisition |
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Purchase Orders |
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| Posting |
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| AR |
Sales Orders |
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Post Sales Orders |
| GL |
From To |
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Post GL |
| AP |
Voucher |
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Post Vouchers |
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| Month End /Year End Processing |
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| Reports |
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Modified MAX Reports |
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Crystal External |
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SSRS Reports |
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Dynamics – Management Reporter |
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Dynamics – Alternate Modified Forms and Reports |
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Dynamics – GP Views |
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MAX Dashboards |
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Other e.g. Analysis Services |
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Power BI |
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MS Access |
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| Transactions |
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A – Adjustment to Stock |
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C – Cycle Count |
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T/F – Transfer from Stock |
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I – Issue |
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Unplanned |
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Shop |
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Subcontract |
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N – Non-Inventory Receipts |
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Non-Inv PO |
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P – Partial Complete |
Shop Routing/Labor Tracking/Time Ticket |
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Q – Operation Completion |
Shop Routing/Labor Tracking/Time Ticket |
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Y – Scrap |
Post Operation Scrap |
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R – Receipt |
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Unplanned |
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Shop Purchased |
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Subcontract |
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Purchase |
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Backflush |
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S – Shipment |
Sales Order Shipment |
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S-Subcontract Shipment |
BOM Method |
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D – Indirect Labor |
Labor Tracking |
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B – Yield |
Receipt From/To from WIP/YIELD |
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E – Inventory Revaluation |
Standard Cost Changes when Enabled |
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L – Labor Overhead |
Post Operation Completion |
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X – Labor Variances |
Post Order Closure |
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Z – Labor OH Variance |
Post Order Closure |
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W – Material Variances |
Post Order Closure |
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M – Material Overhead |
PO Receipt w/Matrerial OH |
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K – Bulk Material Offset |
Receipt to Stock Bulk Offset (Y/X Parts) |
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| Common Actions/How To |
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| Bills of Materials |
BOM-Bill of Material Cost Rollup |
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| Bills of Materials |
BOM-Copying BOM from one item to another |
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| Bills of Materials |
BOM-Creating & Maintaining Bill of Materials |
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| Bills of Materials |
BOM-Creating New Part Number in Max |
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| Bills of Materials |
BOM-How to Add Part Data in MAX |
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| Bills of Materials |
BOM-How to Add Parts and Bills of Materials |
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| Bills of Materials |
BOM-How to Delete a Part |
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| Bills of Materials |
BOM-How to Design Part Numbers Thoery and Tips |
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| Bills of Materials |
BOM-How to Use Part Type T Tool Part |
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| Bills of Materials |
BOM-Obsoleting a Part in MAX |
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| Bills of Materials |
BOM-Part Numbering Best Practices Using MAX |
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| Bills of Materials |
Read Only Activity |
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| Costing |
CST-Annual Cost Rollup |
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| Costing |
CST-Closing Shop Orders |
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| Costing |
CST-Creating New Vendor In Max |
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| Costing |
CST-Creating Vouchers for receipts against open POs |
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| Costing |
CST-Review Shop Order Variances |
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| Costing |
CST-Voucher Posting |
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| ECO |
ECO-How to Process an ECO |
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| ETL |
ETL-How to Import Export using ETL and Excel |
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| Financial |
FIM – How to Condense Quickbooks Data File |
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| Financial |
FIM-How to Configure MAX Setup Time for the Cost Roll |
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| Financial |
FIM-How to Do Month End and Year End |
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| Financial |
FIM-How to Reconcile Work in Process |
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| Financial |
FIM-Month to Date and Year to Date Resetting |
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| Financial |
Invoicing |
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| Feature Option |
FO-How To Setup Feature Option Config |
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| Feature Option |
FO_How to Process Feature Option Orders in MAX |
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| Inventory |
INV-Basic Cycle Count Theory.doc |
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| Inventory |
INV-Completing Shop Orders |
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| Inventory |
INV-Creating & Maintaining Stock Room Locations |
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| Inventory |
INV-Cycle Count Accuracy Analysis |
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| Inventory |
INV-Cycle Count Determination & Entry |
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| Inventory |
INV-Cycle Count Setup |
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| Inventory |
INV-De-Issue (Negative Issue) Materials to Shop Orders |
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| Inventory |
INV-Delete Zero Quantity Inventory Locations |
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| Inventory |
INV-How to Process Bulk Issue Parts |
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| Inventory |
INV-Inventory Lookup by Location |
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| Inventory |
INV-Issue Materials to Shop Orders |
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| Inventory |
INV-Miscellaneous Inventory Issue |
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| Inventory |
INV-Miscellaneous Inventory Receiving |
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| Inventory |
INV-Receiving of materials on open POs |
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| Inventory |
INV-Stock On-Hand Reconciliation |
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| Inventory |
INV-Transfer materials from one location to another |
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| Data Collection |
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| Data Collection |
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| Data Collection |
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| Data Collection |
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| Labor Tracking |
LAB-How to Process Time Tickets |
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| Lot Tracking |
LOT-How to Setup Lot Serial Structure – Visual As Built.dotx |
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| Master Scheduling |
MPS-How to Process and Maintain Froecast Orders |
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| MRP |
MRP-Exceptions Review |
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| MRP |
MRP-How to Run MRP in MAX |
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| MRP |
MRP-MRP Run |
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| MRP |
MRP-review planned purchase orders |
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| MRP |
MRP-review planned shop orders |
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| Multi-Currency |
MUL-How to Implement MultiCurrency in MAX |
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| Purchasing |
PLN-Sales forecast setup & maintenance |
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| Purchasing |
PUR-Creating & Maintaining Purchase Orders |
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| Purchasing |
PUR-How to Add Purchase Orders |
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| Purchasing |
PUR-How to Purchase Non-Inventory Items |
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| Purchasing |
PUR-Maintain Vendor Part Data in Max |
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| Purchasing |
PUR-MAX How to Add a Blanket PO |
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| Purchasing |
PUR-Set Default Vendor for New Part Number in Max |
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| Shop Floor |
SFC-Creating & Maintaining Routings |
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| Shop Floor |
SFC-Creating & Maintaining Shop Orders |
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| Shop Floor |
SFC-Creating & Maintaining Workcenters |
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| Shop Floor |
SFC-How Proccess a Rework Shop Order |
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| Shop Floor |
SFC-How to Approve and Proccess Manufacured Order |
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| Shop Floor |
SFC-How to Do Dissassembly and By Product Recovery on Shop Order |
| Shop Floor |
SFC-Print Shop Order Traveler Documents |
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| Shop Floor |
SFC-Processing Rework Orders in MAX |
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| Sales Order Processing |
SOP-How to Add Sales Orders and Print Sales Documents |
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| Sales Order Processing |
SOP-How to Process a Consignment Order |
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| Sales Order Processing |
SOP-How to Process Quotes and Sales Orders |
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| Sales Order Processing |
SOP-How to Setup a Product Line Schedule |
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| Sales Order Processing |
SOP-How to Ship and Invoice in MAX |
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| Sales Order Processing |
SOP-Credit Memo |
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| Subcontract |
SUB-BOM_How to Process a BOM Method Subcontract PO |
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| Subcontract |
SUB-SFC_How to Process Subcontract Service Orders |
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| System Manager |
SYS-How to Use Browsers to Search |
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| System Manager |
SYS-MAX Login Instructions |
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| Workflow |
Visual MAX Diagram Orders and Status |
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| Warranty Tracking |
WAR-How to Process an RMA |
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| Crystal |
CRW- How to Edit MAX Crystal Forms |
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| Crystal |
CRW- How to Manage Custom Crystal Reports in MAX |
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