Customer Advisory Board Meeting December 10, 2015

Size: px

Start display at page:

Download "Customer Advisory Board Meeting December 10, 2015"

Charlene Johnson
6 years ago
Views:

Schedule 7:00 AM Registration & Breakfast 8:00 9:10 AM Opening Session: State of irely Address 9:15 10:15 AM General Session 1 OR 9:15 9:45 AM Mini Session 1 - A 9:50 10:20 AM Mini Session 2 - B

1 Schedule 7:00 AM Registration & Breakfast 8:00 9:10 AM Opening Session: State of irely Address 9:15 10:15 AM General Session 1 OR 9:15 9:45 AM Mini Session 1 - A 9:50 10:20 AM Mini Session 2 - B 10:30 11:30 AM General Session 2 OR 10:30 11:00 AM Mini Session 1 - A 11:05 11:35 AM Mini Session 2 - B 11:30 AM Lunch 12:30 1:30 PM General Session 3 OR 12:30 1:00 PM Mini Session 1 - A 1:05 1:35 PM Mini Session 2 - B 1:45 2:45 PM General Session 4 OR 1:45 2:15 PM Mini Session 1 - A 2:20 2:50 PM Mini Session 2 - B 3:00 4:00 PM General Session 5 OR 3:00 3:30 PM Mini Session 1 - A 3:35 4:10 PM Mini Session 2 - B 4:15 5:00 PM Closing Session 5:30 PM Shuttle to dinner at Paula s on Main

2 General Sessions Available Session 1 Framework Logistics Sales Processing Session 2 Financials Patronage Risk Management Session 3 Framework Patronage Risk Management Session 4 Energy Trac Origin vs. i21 General Ledger Store Session 5 Origin vs. i21 General Ledger System Manager & Dashboard

3 General Session Descriptions Energy Trac Kane Rainwater i21 Energy Trac Integration What s new in ET Future Direction Financials George Olney Reduction in GL Screens New easier account creation Drag and Drop for FRD GL Account mask change GL Chart of Accounts GL Account Detail changes Recurring changes Always Live financial Reports Import changes o More fields o Multiple Journal Entries o Headings added How to edit accounts Inactive account entry in Journal screen Ability to close AP, AR, CM and Payroll separately Transaction search on General Ledger account detail Added all account fields to the General Journal search Regenerate names

4 Framework Steve Palm & Von Pasion Two-Factor Authentication (2FA) Auto show of attachments Transaction History Tab (related transactions) Lock Screen with User Defined time Quick Filter Tabs in Search Grids Grid Layout Enhancements Notification Center Alerts Comments with Editor, Mentions and Watch Features Search Grid Multi Column Drill Down Search Grid Totals in Footer Multiple "User Roles" per Location Global Searching Recently Viewed Records Visually display the presence of comments and attachments Smart Dates - Allow Any typed Date Format in Date fields Automatically alert users when they've lost internet connectivity in i21 Logistics James Balachander and Pete Schmidt Review Improvements made in 15.4 Review Load Schedule Review Generate Loads Review Dispatch Process Origin vs. i21 General Ledger Cody Harris & Joseph Kohnen Side-by-side comparison of the Origin and i21 General Ledger Highlights of the new features available on the i21 General Ledger Patronage Jan Ruff Review new setup Review new structure Review i21 Process Review reporting needs

5 Risk Management Prateek Bhasin Customer Advisory Board Meeting Review Improvements made in 15.4 Review core grain reports Daily Position Customer Position Basis position Review Risk position inquiry - shows risk per futures month & overall risk per market Futures & Options entry Futures 360- Summary of futures position held with the futures broker Options lifecycle- Match, Exercise and Expire options and review the open options positions Sales Processing Chris Pelz Review Improvements made in 15.4 Review AR Process and Invoice Types Review SO Process Review Sales Quoting Review AR Reporting Store Jennifer Beeching i21 and Origin C-Store Update System Manager & Dashboard Darwin Estrada System Manager i21 User, Security and Menu setup and more Dashboard i21 basic BI tool

6 Mini Focus Sessions Available (Please note the number of seat availability in RED) Session 1 - A Card Fueling Import Reconciliation (4) Cash Management (4) Energy Trac (2) Financial Report Designer (2) Inventory Adjustment & Transfers (4) Inventory Receipts (2) Motor Fuel Tax Form (2) Patronage (4) Session 1 - B Card Fueling Invoice Features (4) Cash Management (4) Energy Trac (2) Financial Report Designer (2) Inventory Adjustment & Transfers (4) Inventory Receipts (2) Motor Fuel Tax Form (2) Patronage (4) Payroll Setup (4) Purchasing Deanna (2) Purchasing Erick (2) Quantity Contract Entry (4) Recipe (2) Scale Setup (4) Store Pricebook (4) System Manager (2) Vendor Prepaid (4) Payroll Setup (4) Purchasing Deanna (2) Purchasing Erick (2) Quantity Contract Entry (4) Recipe (2) Scale Setup (4) Store Pricebook (4) System Manager (2) Vendor Prepaid (4)

7 Session 2 - A Customer Advisory Board Meeting Blending (2) Cash Management (4) Financial Report Designer (2) Inventory Adjustment & Transfers (4) Inventory Receipts (2) Load Schedule (2) Motor Fuel Tax Form (2) Payroll Setup (4) Session 2 - B Blending (2) Cash Management (4) Financial Report Designer (2) Inventory Adjustment & Transfers (4) Inventory Receipts (2) Load Contract Entry (4) Load Schedule (2) Motor Fuel Tax Form (2) Purchasing Deanna (2) Purchasing Erick (2) Quantity Contract Entry (4) Sales Processing (4) Scale Ticket Entry (4) Store Checkouts (4) Tank Mgmt/ Energy Trac Delivery Metrics (4) Payroll Setup (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Scale Ticket Entry (4) Store Checkouts (4) Tank Mgmt/ Energy Trac Delivery Metrics (4) Session 3 - A Cash Management (4) Energy Trac (4) FG Production (2) Financial Report Designer (2) Inventory Receipts (2) Inventory Sales & Adjustments (4) Load Contract Entry (4) Load Schedule (2) Motor Fuel Tax Form (2) Payroll Processing (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Storage Overview (4) Store Pricebook (4) Tank Management 15.4 (4) Vendor Prepaid (4)

8 Session 3 - B Customer Advisory Board Meeting Cash Management (4) Contract Pricing (4) Energy Trac (4) FG Production (2) Financial Report Designer (2) Inventory Receipts (2) Inventory Sales & Adjustments (4) Load Schedule (2) Motor Fuel Tax Form (2) Payroll Processing (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Storage Overview (4) Store Pricebook (4) Transport Freight (4) Vendor Prepaid (4) Session 4 - A Bag Off & Traceability (2) Cash Management (4) Contract Pricing (4) Financial Report Designer (2) Inventory Receipts (2) Load Schedule (2) Motor Fuel Tax Form (2) Patronage (4) Session 4 - B Bag Off & Traceability (2) Bill Approval (4) Cash Management (4) Contract Pricing (4) Financial Report Designer (2) Inventory Receipts (2) Load Schedule (2) Motor Fuel Tax Form (2) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Storage Processing (4) System Manager (2) Time Entry (4) Transports i21 Usability (4) Vendor Prepaid (4) Patronage (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Storage Processing (4) System Manager (2) Time Entry (4) Transports i21 Usability (4)

9 Session 5 - A Bill Approval (4) Cash Management (4) Financial Report Designer (2) Inventory Receipts (2) Inventory Sales & Adjustments (4) Load Schedule (2) Motor Fuel Tax Form (2) Patronage (4) Prepaid from Contract (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Store Checkouts (4) Tank Management 16.1 (4) Time Entry (4) Transports i21 Usability (2) Session 5 - B Bill Approval (4) Cash Management (4) Financial Report Designer (2) Inventory Receipts (2) Inventory Sales & Adjustments (4) Load Schedule (2) Motor Fuel Tax Form (2) Patronage (4) Prepaid from Contract (4) Purchasing Deanna (2) Purchasing Erick (2) Sales Processing (4) Store Checkouts (4) Tank Management 16.1 (4) Time Entry (4) Transports i21 Usability (2)

10 Mini Focus Session Descriptions Bag Off & Traceability KR Bag Off Backward Traceability Forward Traceability Bill Approval George Olney Process a Bill using Bill Approval Blending KR Blend work order creation from sales orders Consume ingredients Produce and transfer blend Sample entry and quality capture Card Fueling Import Reconciliation Brian Kay i21 Import Reconciliation Review Card Fueling Invoice Features Brian Kay i21 Invoice Features Review Cash Management Concepcion Hayden Bank Deposits Undeposited Funds (Origin Term Cash Clearing/Cash on Hand) Bank Transactions Bank Transfers Bank Register Bank Reconciliation Drill Down Contract Pricing Matt Wielinski Pricing Screen Price a contract

11 Energy Trac Kane Rainwater Customer Advisory Board Meeting Review of general session topics o i21 Energy Trac Integration o What s New in ET o Future Direction Focus topics to be chosen by attendees FG Production KR FG work order creation from sales orders Produce FG pallet Release to warehouse Financial Report Designer Axel Casauran The iron Man Retained Earnings Rollover Print and Expand Accounts Margin Reports Updated Report Templates Inventory Adjustment & Transfers Ajith Dharan Quantity Adjustment Cost Adjustment Split Lots Location to Location Transfers Bin to Bin Transfers Inventory Receipts Lawrence Zabala Process Contracts to Inventory Receipts Process Contracts with Inbound Shipments to Receipts Inventory Sales & Shipment Ajith Dharan SO/Sales Contract Shipment Other Charges and Billing Recipes Reports Load Contract Entry Matt Wielinski Enter Load Contracts

12 Load Schedule James Balachander and Pete Schmidt Review Load Schedule Review Generate Loads Review Dispatch Process Motor Fuel Tax Form Wei Chen Project progress o New concepts and process o Screens o Sample reports Major design decisions o Avoid two versions of the truth o Avoid formatted reports Patronage Jan Ruff Review General Session Topics o New Setup o New Structure o i21 Process o Reporting needs Payroll Processing Kris Rohrer Payroll Processing Check Posting Payroll Setup Kris Rohrer Employee Setup Time Approval Prepaid from Contract Matt Wielinski Create Prepaid from Contract Purchasing Deanna Palm Purchase Order Purchase Receipt to Bill Purchasing Erick Dela Cruz Bill Batch Entry Pay Bills to Printing Checks

13 Quantity Contract Entry Matt Wielinski Quantity Contract Entry Recipe KR Standard Recipe Recipe with Substitutes Recipe by Percentage (%) Sales Processing Chris Pelz Service Charges Point of Sale AR Reporting Sales Analysis Quoting Scale Ticket Entry Mike Noe Control Setup Enter Tickets Spot, Storage, Contract Manual Distribution New Transfer Ticket Process Storage Mike Noe What storage means to Inventory and Position Maintain Storage Transfer Storage Settle Storage Offsite Storage Store Checkouts Jennifer Beeching Review checkout reconciliation in i21 Store Pricebook Jennifer Beeching Review pricebook processing in i21 System Manager Darwin Estrada Security: Users and Roles (with menu, screen and control permissions) Menu and Favorites Tank Management 15.4 Brian Kay 15.4 Demo Budget Calculation

14 Tank Management 16.1 Brian Kay and Kane Rainwater 16.1 Design Taking Fuel Orders via Portal Tank Management/Energy Trac Delivery Metrics Brian Kay and Kane Rainwater Delivery Metrics Time Entry Kris Rohrer Time Entry Transports Freight Brian Kay and Pruthvi Freight Rates and Third Party Haulers o Rates by Products o Surcharges o Mileage differences between haulers o Multiple Tables for different Tariffs for the same hauler Transports i21 Usability Brian Kay and Pruthvi i21 Guided Usability Enter a Transport Load Vendor Prepaid George Olney Review Prepaid Process

Customer Advisory Board Meeting Schedule

Schedule Customer Advisory Board Meeting Schedule 7:00 AM Breakfast 8:00 AM State of irely Address 9:15 AM Session 1 10:45 AM Session 2 12:00 PM Lunch 12:45 PM Session 3 2:15 PM Session 4 3:45 PM Session