Sage UK Sage Enterprise Management Training Curriculum

Transcription

1 Sage UK Sage Enterprise Management Training Curriculum

2 Table of Contents - Getting Started: Introduction 2 Getting Started: Using the Solution - Common Data Advanced 5 Using the Solution: Financials 6 Finance 7 Finance Implementation Workshop 8 Advanced Automatic Journals 9 Operating Budgets 9 Using the Solution: Distribution 10 Distribution Fundamentals 11 Distribution - Advanced 12 Distribution Implementation Workshop 13 Using the Solution: Manufacturing 14 Manufacturing 15 Workflow 16 Development 17 Web Services 18 Web Services Integration Workshop 19 Sage Enterprise Intelligence 19 Crystal Reports and Integration 20 - Getting Started: Introduction Enterprise UK Training Catalogue Page 2 of 20

3 Who should attend: Anyone wishing to gain an introduction to This learning package will introduce you to, including how to access, an overview of the architecture and file structure. You will also become familiar with common navigational pages and features. courses: None Online Anytime Learning 50 minutes Introduction to Understanding the architecture, solutions and folders How to log on What are landing pages Common Navigation How to use common navigation features How to use online help How to navigate in a Classic page How to use List, View and Edit pages Getting Started: Using the Solution - Common Data Who should attend: Anyone wishing to gain an introduction to courses: Getting Started: Introduction to Sage X3 Online Anytime Learning 2 hours In this course you will learn the common data and records that are foundational to the entire system. From setting up a new company, understanding how multi-legislation is configured, basic transaction process flow, and an overview of the financial setup and common records used throughout your solution. This course is your first step in getting started with. Organisational structure and common setup Common data overview How to create a company and sites How to define business partners Understanding key financial concepts How to define supplier categories Understanding legislation concepts How to define suppliers How to manage mono and multi-legislations How to define customer categories Understanding the impact of legislations on the How to set up customers organisational structure How to define a product category Understanding Parameter Values v7 How to define a product Working with Entry Transactions v7 How to define product sites What are statistical groups Finance overview How to define a statistical group How to create a ledger How to define an account core model Understanding fiscal years and periods Understanding postings to the general ledger How to define tax levels Understanding currencies and rates Enterprise UK Training Catalogue Page 3 of 20

4 Implementation, Support, Presales Consultants This course follows on from the Getting Started courses and enables you to practice each flow and see the interrelation of one module with the other. From the preparation of the product to sales or purchase of each component to accounting and reporting. You will leave this training with the basic comprehension of. courses: Getting Started Introduction & Common Data 2 days Lesson 1 Company Setup Creation of a User basic setup Practical Exercise on creating a Company Fiscal Years and Periods of Manufacturing Scenario Single Ledger Price Structures Lesson 2 Common Data Setup Setup of data for Scenario Lesson 3 Scenario Distribution Company Distribution Cycle Purchasing Process Purchase Order, Receipt, Invoice Supplier Payments Sales Process Sales Orders, Delivery, Invoice Customer Payments Lesson 4 Accounting in Taxes Automatic Journals Automatic Posting Flows Stocks and WIP Interface Dimension Defaults Accounting Codes Stock Accounting in Stocks & WIP Interface Stock Accounting Interface Account Inquiries and Reports courses: Getting Started You will learn the interaction between the Folder and the Endpoint. Also to setup Users, including System Security. The set-up of the different parameters and other administrative utilities in order that X3 will run smoothly. Setting up of the Batch Server to process recurring tasks. You will learn about the Data update of the dictionary in, replacing text with alternative text and how to manage the Search function. There is also an introduction to Patch Management. You will become familiar with the X3 Import & Export templates. 3 days Managing Folders and Connections User Creation and Security General Parameter Activity codes Working with the Batch Server Inheritance Importing and Exporting Data Local menus /miscellaneous tables Entry transactions Sequence numbers Printing Defining Menu items Patching Purging and Archiving View of active sessions, Classic sessions Enterprise UK Training Catalogue Page 4 of 20

5 Advanced courses: Getting Started 3 days You will learn to create Statistical enquiries. How to use the Mobile Apps within Sage X3. You will have an understanding of the X3 Data Model and be able to personalise your interface and homepages. You will learn how to create a collaborative space and create MS office documents. You will personalise user defined enquiries and be able to create Requestor enquiries. There is an introduction to Workflow and how to use Formulas in X3. Formulas Personalising Pages Setting up Workflow Selecting records User defined Queries Attachment Collaboration Functions Table and Field Audit MS Office Integration Personalising Landing Pages Personalising inquiries and objects Authoring Functions Statistics Meta Data Working with Process Flows Enterprise UK Training Catalogue Page 5 of 20

6 Using the Solution: Financials Implementation, Support, Presales Consultants In this course you will learn how to get started with the financial functionality of, including the general ledger account structure and transactions, an overview of common accounts receivable and payable processes, and basics of financial reporting capabilities. courses: Getting started Recommended for the Finance certification track Online Anytime Learning 3 hours General ledger accounts structure How to create account plans How to define account classes How to create accounts How to copy accounts How to create control groups of analytical accounting Understanding analytical accounting How to create dimension types How to define dimension values How to create an analytical dimension How to update accounts with default dimension types How to modify analytical values distributed to a dimension Entering and posting transactions How to define journal codes How to crate journal entries How to create analytical allocations Analytical budgets Analytical budget setup Analytical budget structure Analytical budget entry Analytical budget copy of accounts payable process How to enter purchase invoices How to enter purchase credit memos How to view open items How to apply payments to supplier BP invoices Understanding the transaction matching process How to define Payment attributes How to define Payment Methods How to define Payment Terms How to define payment entry parameters of accounts receivable process How to enter manual invoices How to print invoices How to enter credit memos for a sales invoice How to enter customer receipts How to validate the payment receipt Reporting How to create account groups How to auto-generate pyramids How to view results of Financial Data Extraction Understanding financial reports and inquiries Fixed assets management Fixed asset overview Enterprise UK Training Catalogue Page 6 of 20

7 Finance courses: Getting Started (Recommended) Using the solution - Financials At the end of the course, you will have set the different ledgers of a company taking into account its accounting organization, its analysis and group reporting needs. You will have manipulated the basic accounting settings allowing the data recovery and the journal entries; you will have check the settings involved in the tax calculation and management. You will have generated the accounting entries coming from the purchases and sales modules and fixed assets and managed the end of month or year. You will have set up and used the analytical ledger and the budgets including the Commitment Accounting linked to the purchase flow. You will have generated bank files and practiced bank reconciliation, generated cash forecasts including forecast open items and determined banking positions. You will have created fixed assets from accounting journals and you will have imported fixed assets, followed up their life cycle and their depreciations, generated fixed assets journals. Finance - Part 1 Part 1 4 days Finance - Part 2 Day 1 The Chart of Accounts & Analytical Accounting Accounts & Dimensions Ledgers, Companies & Sites Entries Analytical Budgets Day 2 Business Partners Setting Up and Defining A/P-A/R Parameters Supplier Invoices and Payments Customer Invoices and Receipts Part 2 Day 3 Intercompany Transactions Bank Reconciliation Miscellaneous Processing Closing Procedures & Reports Day 4 Currencies Payments VAT 3 days Day 1 Auto Journals Multiple ledgers, Default Dimensions Lesson Practice Day 2 Financial Data Extraction Lesson Practice Customer Statements and Reminders Lesson Practice Employee Expense Lesson Practice Day 3 of Fixed Assets Setup Depreciation Assets & Expense Capitalization Short Break Lesson Practices Enterprise UK Training Catalogue Page 7 of 20

8 Finance Implementation Workshop Implementation, Support, Presales Consultants courses: Getting Started Using the solution - Financials Finance Part 1 and Part 2 Virtual 1 day Virtual Workshop Lab - You have attended the training and are now ready to further prepare and strengthen your skills as you begin your consulting journey as a Finance Consultant. After attending this course, you will be able to: Review and analyse scoping and discovery documents to understand the client s needs Configure the Finance modules based upon the scope of the project requirements Incorporate the knowledge you have learned from the Finance training Participation in this workshop will also help you to be more prepared to take the final online assessment exam to achieve the Finance Consultant Certification This interactive workshop will provide hands-on experience for implementing and configuring the Finance aspect of a system. Using actual customer implementation scenarios, you will review and make decisions to best configure the system and meet the needs of your client. This workshop is very interactive with assigned tasks and discussion points with the instructor and other attendees to share approaches and outcomes. An instructor is available if you have questions and will provide instructions on how to raise questions or interact during the workshop. A specific virtual machine will be assigned to you to complete the workshop and you will be given instructions for connecting to the image at the start of the workshop. As you work through activities, there will be checkpoints at various times where you are required to call into a conference call to share experiences etc. Enterprise UK Training Catalogue Page 8 of 20

9 Advanced Automatic Journals courses: Finance Part 1 Finance Part 2 Virtual 1 day In this course, you will learn the structure of and how to configure and use Automatic Journals and Accounting Codes. Work with some of the more common Automatic Journals that are implemented within organisations and include some best practice tips for customising them to your needs. The purpose and use of Automatic Journals The general flow of Automatic Journals and how they work in the system The layout and elements of an Automatic Journal How to work with and modify Automatic Journals How to create and apply Accounting Codes with Auto Journals Explanation of some of the most commonly used Automatic Journals Best practice guidelines apply when customising Automatic Journals Operating Budgets courses: Financial Part 1 Financial Part 2 Virtual 1 day In this course, you will learn how to set up of an operational budget including the budget structure and projects. It will provide an overview of the approval process, budget review, and the renewal and closing processes. You will be able to create an operational budget allowing flexibility in managing expected revenues and expenses. Create a budget structure Activate and approve the workflow Manage by product, envelope, year, and lines View inquiries and reports Enterprise UK Training Catalogue Page 9 of 20

10 Using the Solution: Distribution In this course you will learn common set up and transactions of the stock management, purchasing, and sales processes in. This will include how to set up customers, suppliers, and products, an overview of processes performed in each area, and how they work together in moving stock throughout your distribution solution. courses: Getting Started Recommended for the Distribution certification track Online Anytime Learning 5 hours Stock overview of the Stock process Common data stock settings How to set up sites for Stock and Manufacturing What are locations How to define a location type How to create a location How to set up units in product records How to define stock statuses How to define a product category How to define product management information How to assign products to sites Understanding standard costs How to use theoretical cost types Stock transactions overview How to create a miscellaneous receipt How to enter a miscellaneous issue How to create a stock change How to identify products to count How to generate the stock count list How to record the results of a count How to release inventory and validate a count Understanding reports and inquiries for managing stock Purchase overview of the Purchasing process Purchasing transactions overview How to enter purchase requests How to use the Buyer plan How to create purchase orders How to receive products on an order How to enter purchase invoices How to return goods to a supplier How to enter purchase credit memos How to use purchase inquiries Sales overview of the Sales process Common data sales settings How to set up companies and sites for sales How to set up products for sales How to set up customers for sales Sales transactions overview How to create sales quotes How to create sales orders How to manually allocate stock How to automatically allocate stock How to manually create a delivery How to validate deliveries How to enter manual invoices How to print invoices How to do a customer return How to enter credit memos for a sales invoice How to use sales inquiries Common data purchasing settings How to set up sites for Purchasing How to set up suppliers How to set up products in Purchasing Enterprise UK Training Catalogue Page 10 of 20

11 Distribution Fundamentals courses: Getting Started (recommended Using the Solution Distribution) At the end of this course, you will be able to set up stock structure for sites and locations, create products and manage stock movements. You will learn how to manage products with lot numbers and products with or without expiry date. You will also learn allocation rules and how to set up a stock count. You will be given an efficient knowledge of intelligent purchase management using Sage X3. You will identify the basic key data involved in standard purchases in the goal of managing standard purchase flows. You will be able to manage orders up to invoices. You will be able to understand and manage what's going on into the company (internal flows and documents). How to request products and the use of decision-support tools. You will be given an efficient knowledge of Sales Management using. You will identify the basic key data involved for a company wishing to process using the Sales Module including the various Pricing Lists which can be defined. By processing the full Sales business flows, you will be able to manage Prospect through to final Customers and Quotes through to final Invoices. Using Back to Back and Inter Company / Site processing we see the automation of the processes. At the end of this training you will have an understanding how the Sales Module interfaces with the other modules within. Part 1 4 days Part 2 3 days Part 1 Inventory Basic Data Location Types / Locations Product Categories Allocation and Issue Rules Products & Product Sites Stock Flows: receipts, issues, stock change, Intersite, assembly disassembly, reorder and Replenishment Stock accounting / Valuation Adjustment of shortages Lot Management Stock Count Part 2 Sales Setting up Sales Site, Customer, Prospect, Products and Sales & Purchase Tax, Price Lists Sales Quotes Sales Forecasts (For MRP) Sales Order: Text from Product, Customer, Customer Product, Manual Back-to-back SO > PO and SO > WO Purchase : Activity Codes, General Parameter and Entry Transactions Setting up Purchases: Site & Suppliers, Default Locations, Price lists Purchase Order: Text from Product. Supplier, Product Supplier, Manual Receipts and Invoicing Returns Utilities and Reports Purchase Requests MRP, Enterprise Planning and Planning Workbench Buyer Planning Grouping Allocations & Customer Reservations Shipment / Deliveries Invoicing: Pro Forma, Direct Order, Delivery, Manual Invoices and Printing Batch Sales Processing; Trade counter processing Returns Credit Control Inquiries and Reports Enterprise UK Training Catalogue Page 11 of 20

12 Distribution - Advanced courses: Distribution Fundamentals Part 1 3 days At the end of this course, you will be able to setup Warehouses and manage Products with Serial numbers, and also with Quality Control. Stock Valuation methods and calculations are explained, also assignments between Sales and Purchase orders. Managing stock requirements through Statistical reordering and the Traceability of stock. You will able to manage Purchase functions for Workflow Signatures, Prepayments, APC (Landed Costs) and Matching Tolerances. Contract orders are processed, also Subcontract Purchases. Transportation management as part of the Logistics processing. Within Sales you will process Inter site / Inter Company orders. Also covered are the Picking process, Packaging, Loan orders and Prepayment. Dealing with BPs through Carrier processing and Sales Reps. Invoice Elements for the processing of discounts and surcharges. Part 1 Warehouses Serial Management Quality Control - including. QC Requests and Technical Sheets Stock Valuation Assignments Statistical Reordering Traceability Part 2 5 days Part 2 Contract Orders, Call-offs (Shipment Requests) Back-to-back POs Complete Subcontracting, including replenishment of FI Material RFQ Logistics - Transportation Management Purchase Signatures & Sales Signatures Advance Purchase Costs Purchasing 3 Way Matching Loan Management Invoice Elements Price List Updates Inter Company & Inter Site Shipment Preparations Packing without Preparations Sales Kits Carrier Processing Prepayments CRM Contract orders recurring billing Sales Reps Automatic Functions Enterprise UK Training Catalogue Page 12 of 20

13 Distribution Implementation Workshop courses: Distribution Fundamentals Distribution Advanced Virtual 1 day Virtual Workshop Lab - You have attended the training and are now ready to further prepare and strengthen your skills as you begin your consulting journey as a Distribution Consultant. After attending this course, you will be able to: Review and analyse scoping and discovery documents to understand the client s needs Configure the Distribution modules based upon the scope of the project requirements Incorporate the knowledge you have learned from the Distribution training Participation in this workshop will also help you to be more prepared to take the final online assessment exam to achieve the Distribution Consultant Certification This interactive workshop will provide hands-on experience for implementing and configuring the Distribution aspect of a system. Using actual customer implementation scenarios, you will review and make decisions to best configure the system and meet the needs of your client. This workshop is very interactive with assigned tasks and discussion points with the instructor and other attendees to share approaches and outcomes. An instructor is available if you have questions and will provide instructions on how to raise questions or interact during the workshop. A specific virtual machine will be assigned to you to complete the workshop and you will be given instructions for connecting to the image at the start of the workshop. As you work through activities, there will be checkpoints at various times where you are required to call into a conference call to share experiences etc. Enterprise UK Training Catalogue Page 13 of 20

14 Using the Solution: Manufacturing Implementation, Support, Presales Consultants courses: Getting started Distribution Fundamentals Distribution Advanced Part 1 Recommended for the Manufacturing certification track Online Anytime Learning 4 hours This course will provide you with a foundation of the stock management and manufacturing process to get you started using the solution. Learn how to set up products, bill of materials, and routings, and how to create basic transactions including stock count and work orders. After reviewing this course, you should be able to explain the common key functions and process of the manufacturing solution. Stock overview of the Stock process Common data stock settings How to set up sites for Stock and Manufacturing What are locations How to define a location type How to create a location How to define units of measure How to define stock statuses How to define a product category How to define product management information How to assign products to sites Understanding standard costs How to use theoretical cost types Stock transactions overview How to create a miscellaneous receipt How to enter a miscellaneous issue How to create a stock change How to identify products to count How to generate the stock count list How to record the results of a count How to release inventory and validate a count Understanding reports and inquiries for managing stock Manufacturing overview of the Manufacturing process Common data manufacturing settings How to record products and categories for Manufacturing How to record product-sites for Manufacturing Understanding bill of materials How to define a production BOM How to create work centres Understanding routing concepts How to define routings How to calculate costs Manufacturing transactions overview How to use the Planning Workbench How to enter a work order How to recalculate loads How to view load information How to allocate multiple work loads How to print production documents How to track work orders How to close work orders How to view manufacturing inquiries How to view a list of work orders How to view work order progress Enterprise UK Training Catalogue Page 14 of 20

15 Manufacturing Good understanding of manufacturing concepts and processes * courses: Getting Started Distribution Fundamentals Distribution Advanced Part 1 (Recommended - Using the solution Manufacturing 5 days At the end of this course, trainees will be able to manage complete manufacturing flow from basic data such as products, BOMs, routings to work order closing and costing. During the course trainees will learn how to set up MRP process in order to obtain manufacturing suggestions from any demands such as sales orders or material requirements. They will also learn how to manage work orders by controlling available work center capacity, available components until production tracking and costing. Trainees will learn how to set up subcontracting operation, by-product, scrap allowance, re-planning and much more. Last but not least, they will see what will provide as standard manufacturing inquiries and reports. Day 1 Manufacturing flow overview Basic Data Day 2 Work order management Capacity and loads Day 3 Tracking WO components Day 4 Multi-product WO & By-product Subcontracting with work order Day 5 MRP concept, settings Production costing * Anyone without previous manufacturing experience is required to attend a one-day Manufacturing Concepts course prior to attending the X3 Manufacturing course. UKISageUniversity@sage.com for details and dates. Enterprise UK Training Catalogue Page 15 of 20

16 Workflow : courses: Getting Started 1 day 9: Wouldn't it be nice to have alert you every time a customer credit level is changed, or a special supplier invoice is entered, or for something else that is specific to your information needs? has comprehensive workflow functionality that includes the ability to create simple notifications to alert you when you need it. Attend course to find out how you can use this feature to improve efficiency and manage data with. Workflow Basic Principles Parameters Notifications Workflow Rule Definition User Delegates Data Models User Assignment Signatures Running Processes Workbench Workbench Parameters Enterprise UK Training Catalogue Page 16 of 20

17 Development courses: Getting Started At the end of the Development course you will be familiar with the development framework: You will use the different fundamental tools and reach the minimum required skill level to be autonomous. You will learn how to develop process and debug your code using the Eclipse IDE. You will learn how to develop specific functions, and improve the standard functions by adding new actions and controls. You will also be able to create mobile apps that can receive and write data in the ERP. You will learn how to patch your developments in order to install them in different folders Also: Some software development experience (preferably recent) 10 days Part 1 Day 1 Intro. To 3 fundamental modes Data structure Data type & local menu Activity code, miscellaneous tables Day 2 Screens Objects Windows Data update & Patch Day 3 Eclipse & 4GL Eclipse and process editing Day 4 4GL Language The Object template Day 5 The Action dictionary Window entry Standard process Other templates Part 2 Day 6 Left browsers and Entry transactions Entry points Reports Import & Exports, & general parameters Day 7 Development tools Working in Classic mode: file management & document handling Day 8 Object orientation: develop with v7 Classes implementation v7 Day 9 User interface representation v7 Writing code for representation v7 Day 10 Additional services Dictionary update tools Mobility v6 function Enterprise UK Training Catalogue Page 17 of 20

18 Web Services Presale, Implementation and Support Consultants At the end of this course you will be able to configure and deal with the Web Services server, understand the Web-, publish a Web service and make a web service call from a third party application X3. courses: Attendance on v7 Development Part 1 and Part 2 Plus: To have a competence in developing in an object environment 4GL knowledge 2 days Introduction: The Web Service Protocol What Is a Web Service? The X3 Web Services X3 Web Service Methods The X3 Web Services Architecture The SAFE X3 Solution The X3 Web Server Web Service Request Processing The Connexion Pool Publishing Web Services in X3 Setting Up X3 Web Services Installing the Web Server Setting Up the Web Services Pool The Web Server Technical Page Publishing Subprograms The Subprogram Dictionary Publishing A Subprogram The XML Description File The Wrapper Program Connection Types Publishing Objects Publishing an Object The XML Description File The Wrapper Program Testing Web Services The Web Service Tester (Web Servicer Technical Page) XML Data Streams Integrating Web Services The WSDL Description The Stub Classes NET Development Best Practices & performances Publication Web Services Pool Miscellaneous Introduction to Version 7 new web services RESTful, properties and facets Enterprise UK Training Catalogue Page 18 of 20

19 Web Services Integration Workshop X3 Developers This workshop is field oriented rather than product oriented. It has been designed with our best experts in order to create field experience based on exercises from real life situations. courses: To have attended Development Part 1 & Part 2 courses and the Web Services course Plus: To have a competence in developing in an object environment 4GL knowledge 2 days Integration methodology Project team definition Customer technological workshop Workload estimate Specification Roll out Building a sales order integration Documenting Setting up pools Publishing Sales Orders Web Service The Connexion Pool Publishing Web Services in X3 Creating a sales invoice from a sales order Test and troubleshoot Web Services Testing with SOAPUI Stress testing with SOAPUI Debugging with Eclipse Using technical classes Optimizations Making your Web services faster: - Entry transactions - Using SQL request in 4GL - Changing document numbering system Web services integration with staging tables Building the backend (staging area) Creating a sales order using staging area Create batch of sales orders Processing sales order in the staging area Managing high volume of transactions Channels Configuring pools Load balancing SAFE Java servers Paginating results Limitations Number of documents lines Unitary not mass processing Logical locks List of certified objects Sage Enterprise Intelligence At the end of this course you will be able to install, configure and use Sage Enterprise Intelligence and understand the product background and positioning. Good knowledge of Finance and/ or Distribution (both preferably) 3 days SEI Introduction and positioning SEI Demonstration Software Installation Manage Environment & Data Sources Templates Installation Installation Verification Basic Training with SEI Creating and using different views Worksheets Charts Map Process Designer Dashboard Excel Add-in Mobile OLAP Manager Security Security integration and other functionalities Enterprise UK Training Catalogue Page 19 of 20

20 Crystal Reports and Integration A basic knowledge of Virtual 2 days At the end of this course you will have the skills to develop your own reports in Crystal and know how to successfully integrate them with X3. You will be exploring some added Crystal functions and how to use them with a number of practical exercises Day 1 Introduction & overview of reporting within Crystal Report introduction and navigation Developing a Crystal Report workshop Report Directory X3 Report Dictionary Report Destinations Report Codes Default Values Data Models, table and screens Day 2 Exploring further features of Crystal Reports Amending an existing X3 Report Exploring X3 functions added to Crystal Runtime Deploying and testing Crystal Reports To book courses or for further information, please contact UKISageUniversity@sage.com or call Enterprise UK Training Catalogue Page 20 of 20