X. Glossary
Introduction
There is vocabulary associated with 365 Cannabis that is specific to this system. This document is meant to introduce you to some of that vocabulary and give you some equivalent terms, when applicable, that you might use in your organization.
See also
Glossary of Dynamics 365 business processes terms - Dynamics 365
Term in 365 Cannabis | Meaning | Other terms | Module |
Accounting (ACCG) | A systematic way of recording and reporting financial transactions for a business or organization. |
| Finance |
Accounts payable (AP) | The amount of money a company owes creditors (suppliers, etc.) in return for goods and/or services they have delivered. |
| Finance |
Accounts receivable (AR) | The amount of money owed by customers or clients to a business after goods or services have been delivered and/or used. |
| Finance |
Activities | The actual activities/tasks that take place during cultivation. If you need a work order to register labor, materials, output or scrap, you must create an activity. Activities will then be included in activity schemes which are then attached to jobs. Activities → Work orders |
| Cultivation |
Activity schemes | Consists of individual activities that allow you to manage, per phase, the labor and materials you will use for cultivating plants. Activity schemes are everything going into the job like labor and materials. |
| Cultivation |
Asset classes | An asset class is a group of securities that behaves similarly in the marketplace. The three main asset classes are equities or stocks, fixed income or bonds, and cash equivalents or money market instruments. |
| Finance |
Assets (fixed and current) (FA, CA)
| Current assets (CA) are those that will be converted to cash within one year. Typically, this could be cash, inventory, or accounts receivable. Fixed assets (FA) are long-term and will likely provide benefits to a company for more than one year, such as real estate, land, or major machinery. |
| Finance |
Balance sheet (BS) | A financial report that summarizes a company's assets (what it owns), liabilities (what it owes), and the owner or shareholder equity at a given time. |
| Finance |
Bin | This is a location where you store inventory. |
| Operations |
Capacity | The production capabilities of a work center. |
| Operations |
Card | Contains detailed information about a particular data point. Examples are an Item or Customer card. These contain all the details about the specific entry you select to view. |
| Master Data |
Clienteling | An extension to the POS that adds a new "customer-in-store" experience to the POS. Using the Clienteling view, store staff can engage with the customer and navigate items similarly to what the customer is used to in web stores. |
| Retail |
Company |
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| Master Data |
Conference Room Pilot (CRP) | This is usually part of UAT and includes walking through your processes in the system. This can be done in person or online. |
| Project |
Configuration Package
| Collection of data that can be exported and/or imported into your system. Usually used during the setup process. |
| Master Data |
Contact | Person or company who is an existing or potential client, vendor, or customer. |
| Master Data |
Contacts | Companies or individuals that relate to your business in various ways. This can be employers, customers, or vendors. |
| Master Data |
Context Menu | A context menu is a menu that appears when a user uses the right-click button. |
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Customers | Contacts that purchase products or services. |
| Master Data |
Cycle test |
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Design Mode | POS Design mode refers to a state that a superuser can enter to manipulate the POS layout during run-time. |
| Retail |
Dimensions | These can be assigned to entries to make it easier to track and categorize where entries come from. These can make it easier to track data without doing something like setting up a separate chart of accounts for each entry type. You can add multiple dimensions depending on what you want to track and how granular you want your data to be. |
| Master Data |
Direct Unit Cost field | Enter the cost of producing one unit of measure at this work center, excluding any other cost elements. | Direct Labor Rate | Operations |
Division |
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Document No. |
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Documents | These are the forms and tasks in the system. They usually pull information from master data. |
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Enterprise Resource Planning (ERP) | A process used by companies to manage all the important parts of their business. |
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ERP Software
| An application that helps companies manage all of the information and processes needed to run the company. |
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Factbox | An area that shows up on the right-most side of certain pages where you can find more information. You may need to select the information icon
to view the Factbox. |
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Families | Related items. An example could be several different items made from the same strain or lot. Used for multiple outputs on production orders. |
| Operations |
FastTab | This is an area on a card where you’ll find related pieces of information. These contain a header that will tell you some about the kind of information that you’ll find in that area. They are often collapsible. |
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Gen. Prod. Posting Group |
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| Finance |
Genus codes | Genus codes are the main split in cannabis varieties. Usually, cannabis plants fall into one of 3 categories:
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| Cultivation |
Indirect Cost % | General operation costs of using the work center as a percentage of the direct unit cost. This percentage amount is added to the direct cost in the calculation of the unit cost. |
| Finance |
Interaction | All types of communication between your company and your contacts. |
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Inventory Posting Group |
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| Finance |
Item Category |
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| Master Data |
Item Production Preferences | Setting this up will tell the system if you want follow-up jobs created from a job and can create those follow-up jobs automatically. E.g. create a clone follow-up job from a motherstock (MS) job so that the clone job is created automatically. MS job URC Follow-up job to create clones automatically created. |
| Cultivation |
Item Tracking Code |
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| Operations |
Items | These are the materials that you use to run the day-to-day operations of your business. These can be items you produce or use in the process of your production. |
| Master Data |
Items | For cultivation, you will use items to tell the system what materials go into jobs. All plants need at least three items:
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| Cultivation |
Jobs | Jobs are the complete set of cultivation tasks that will describe the entire lifecycle of plants. There are two main types of jobs in 365 Cannabis: MotherStock job- output will be URC plant items. Clone/seed/tissue culture jobs- Output will be bulk wet flower. |
| Cultivation |
Journal – Entry Type |
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Labor standard preferences | How long the system thinks it takes you to do an activity. The values are used for work order and labor planning. These are used as default times in the system when work orders are assigned to people. They will also be used for any projected costs and time when planning. |
| Cultivation |
Locations | The places in your facility where physical inventory (plants or finished products) are stored. Used to describe the entire greenhouse or building. Broken down into:
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| Cultivation |
Lot |
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| Operations |
Machine centers | Contains information about machines used in production. Can include things like ovens or distilling machines. |
| Operations |
Main Item Group | This is a way to categorize items that are related to each other. This can be by strain or any other category. |
| Master Data |
Master Data | The term we use when we talk about information that is used throughout your system. These contain the kind of data that you use to run your business. Examples include but are not limited to:
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| Master Data |
Materials | The items that are going into the production schemes |
| Cultivation |
METRC Package Label |
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| Metrc |
Move Time | The time that it takes to move the lot (production order) to the next operation’s Work Center. E.g. Time spent moving from a CO2 extraction unit to a bottling station. The Time calculated for Move Time is dependent on the quantity produced on your production order. If you enter 15 minutes and are producing 100 grams, NAV will multiply 15 x 100 = 150 minutes. NAV will account for 150 minutes for the move time. |
| Operations |
Normal Mode | POS Normal mode refers to a state which a superuser is in running the POS without activating the design mode. |
| Retail |
Opportunities | Can be any incoming lead. Can be connected with a specific salesperson. |
| CRM |
Output item preferences | Whenever you want an Item (OG Kush Mother Stock) to then output an Item (OG Kush Clones) and you want the system to default all of those, you must create an Output Item Preference. Here we will register what will become the item at the end of the Production Phase, the configuration will go into the work order as an Output (you can change this list at any time). |
| Cultivation |
Overhead Rate | Any non-operational costs, for example, maintenance expenses, of the work center as an absolute amount. |
| Finance |
Panel | This will normally contain buttons and links to the area of the system that allows you to perform related tasks. This is a customizable grouping of information so what you see may be different depending on the user or company setup. |
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Panel - POS | An area in the POS that consists of one or more controls. A panel can be of a fixed size or defined as big as the POS. |
| Retail |
Permission Set | This grants a user access to specific information or areas of the system. |
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Plangroups | These will be used by the system to create the Job automatically when you use the Forecast tools. Choose how you want to forecast and what items that will appear in the Forecast. |
| Cultivation |
Plant items | These are used during cultivation jobs. You need to create 3 items per strain:
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| Cultivation |
POS | Point of Sale |
| Retail |
POS Swipe | The ability to let the screen move to the side and another POS panel floats into the screen and is active for the POS user. |
| Retail |
POS Tag | Contextual information from the sale or connected to the sale is associated with a tag, for example <#Discount>. This tag can then be used to display that contextual information in the POS. |
| Retail |
Posting groups | These determine how information is categorized. |
| Finance |
Product Group |
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| Retail |
Power User | An advanced user in the system who has the appropriate permissions and is familiar with detailed functions to complete more complex tasks for their area. These users are often system administrators or department managers. |
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Production BOM | This contains information about all the materials and all the steps to produce your products. |
| Operations |
Production Forecast | This is one way to plan the products that you’ll be. |
| Operations |
Production Journals | These keep a record of:
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| Operations |
Production managers | The individuals responsible for overseeing production. Must be licensed users in the system. |
| Operations |
Production Order (PPO/FPO/RPO) | Production orders are the specific tasks that are assigned to end-users.
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