TRAINING COURSE CATALOG

TRAINING COURSE CATALOG Classroom Workshops, Online Training and JobBOSS Learning Pass. www.jobboss.com

TABLE OF CONTENTS JOBBOSS TRAINING OVERVIEW 5 TRADITIONAL CLASSROOM TRAINING 6 JobBOSS Job Control Complete 2-Day Workshop 6 JobBOSS Accurate Job Costing Workshop 6 JobBOSS Scheduling Workshop 6 JobBOSS Effective Material Management Workshop 7 JOBBOSS ONLINE TRAINING 8 JobBOSS Track 1: Quote Processing 8 JobBOSS Track 2: Order Processing with Time Entry 8 JobBOSS Track 2.5: Assembly Level Job Creation 8 JobBOSS Track 3: Scheduling 9 JobBOSS Track 4: Material Management 9 JobBOSS Track 5: Shipping, Services, Transfer, Closing 9 JobBOSS Track 6: Job Costing & Reporting 10 JobBOSS Deep Dive: Scheduling 10 JobBOSS Deep Dive: Material Management 10 JobBOSS Deep Dive: Quote Processing 11 JobBOSS Deep Dive: Order Processing 11 JobBOSS Accounting Accounting Setup 11 JobBOSS Accounting Accounts Receivable 12 JobBOSS Accounting Accounts Payable & General Ledger 12 JobBOSS Data Collection Automation for the Shop Floor 12 JobBOSS Sales Order Processing Flexibility in Order Processing 13

JobBOSS ShopBOSS Scheduling Essentials 13 Microsoft SQL Server Administration Introduction 13 REPORT WRITING 14 Crystal Reports Introduction for JobBOSS Users 14 Crystal Reports Intermediate Crystal Reports Advanced Crystal Reports Advanced Formulas JobBOSS Reporting with Microsoft Office KnowledgeSync with JobBOSS Beyond the Basics Introduction to KnowledgeSync with the JobBOSS EventPak 14 14 15 15 15 16 JOBBOSS SYNERGY INTEGRATION Synergy Enterprise Administration and User Setup Introduction To Synergy for JobBOSS Users Defining Workflow Requests in Synergy Enterprise Managing Your Workflow using Synergy Enterprise Creating and Maintaining Customer Accounts Managing the Customer Quote Cycle Understanding the JobBOSS CRM Dashboard & Reporting in Synergy 17 17 17 17 18 18 18 19

TRAINING COURSE CATALOG 5 JOBBOSS TRAINING Michigan Ladder Company Dave Law Purchasing Manager The [Exact] instructors are the best I ve had in my career in business. A Flexible Training Solution to Fit Every Company With the majority of classes offered online, you and your staff will learn more effective and efficient ways of using your Exact product without incurring travel expenses or time out of the office. Additionally, all classes are conducted in an open communication environment, allowing you to share knowledge and gain insight from other Exact customers, and many courses utilize a virtual lab server, providing immediate hands-on experience. Many customers still prefer the traditional method of training. While each classroom course represents up to five days of participation, classroom training remains one of the most effective vehicles for anyone seeking complete understanding of your Exact product. Learning Pass Maximize Your ROI Invest in your employees with this business-critical training and receive the highest return on your investment. With a Learning Pass Training Plan, you can send named license users, to online courses, any number of times, for one full year. Exact Americas Training: Phone: 800-777-4334 To learn more or to receive a free quote, contact your Exact sales rep, or visit us on Exact s customer portal at https:// customers.exact.com. Continuing Professional Education Exact Americas is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the: National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org Benefits of Exact Learning Pass including: Reduced reliance on internal power users to provide training Empowered users develop out-of-thebox thinking & create efficiencies Access to internet-based training courses Zero travel expense, minimal downtime and disruption Simplified budgeting and planning process to meet training needs Convenience of internet-based training in 2 to 4 hour sessions Ideal for new employees or employees in new roles Learning Pass is available for: JobBOSS JobBOSS Synergy Integration Report Writing with JobBOSS The Learning Pass Training Plan offers the most cost-efficient return on your investment with many seeing the plan pay for itself in just a few classes!

6 TRAINING COURSE CATALOG 1: TRADITIONAL CLASSROOM TRAINING JOBBOSS JOB CONTROL COMPLETE 2-DAY WORKSHOP JobBOSS 101. This hands-on comprehensive course introduces users to the entire core of JobBOSS Job Control modules. This course teaches the features, functions and how and when to apply them in your shop. Those users that have been newly hired at a business currently using JobBOSS. Those users that have just installed the JobBOSS software. Those users that currently use an older version of JobBOSS and are planning to upgrade to the current version. JobBOSS Navigation On-Demand JobBOSS Job Control On-Demand focusing on Job entry and Scheduling Understand the logical flow of creating quotes and job orders as well as basic scheduling techniques Understand the options that are available for allocating materials to jobs Complete time entries to allocate labor and machine costs to each job created Learn how to properly enter data for materials purchased and sent to outside service vendors Complete the cycle by shipping to customers and closing jobs that were created Understand how to analyze job data using job cost reports and how the costs were added to jobs Delivery Method: Classroom JOBBOSS ACCURATE JOB COSTING WORKSHOP This course will teach users costing options that need to be configured as well as day to day transactions that affect costs. Users will learn how the timing of the these transactions, labor, materials and services, affect the job cost reports as well as Work In Process, Cost of Goods Sold, Inventory, Scrap and Unaccounted for Costs. Anyone who has a responsibility for ensuring that all job costs are correctly collected and entered against jobs as well as a responsibility for correcting any missing or incorrect entries. Any users who take this course should be familiar with basic JobBOSS navigation and how to create a job in JobBOSS. Level: Intermediate JobBOSS Navigation JobBOSS Job Control System Administration Module JobBOSS Track s 1 5 or the JobBOSS Job Control 2 Day Workshop Learn about costing options for labor and inventory transactions Learn how to create job transactions as well as understand when those transactions hit each job Learn which reports to use for costing information as well as managing Work In Process, Cost of Goods Sold, Inventory and Scrap transactions Delivery Method: Classroom JOBBOSS SCHEDULING WORKSHOP Learn how to setup JobBOSS to create capacity for scheduling and manage your schedule using ShopBOSS. Those users responsible for scheduling jobs in their shop, such as Production Planners/ Schedulers, Shop Supervisors and Managers. /Intermediate Users should be comfortable with basic JobBOSS navigation and job creation. Users should have attended all Job Control On Demand prior to attending this workshop. Objectives for 1st half of class: Understand basic JobBOSS Scheduling rules Understand infinite scheduling Enter and maintain shifts for scheduling purposes Create, update and maintain work centers including assigning shifts to calculate resource capacity Learn about added features such as the Projected Delivery function and Release Date field Learn about the new Affects Scheduling function Schedule all jobs in your shop using Global Scheduling Review and understand key Shop Floor Reports Objectives for 2nd half of class: Create and understand the Parent/ Child work center relationship and functionality Understand finite scheduling Set ShopBOSS preferences and options to maximize the module for your shop View your current workload vs. capacity using Shop Become familiar with Work Center and Job Zoom functions and features Have access to key stats using the ShopBOSS Dashboard Create employee work assignments from ShopBOSS so employees know what jobs to work on Delivery Method: Classroom Duration: 14 hours CPE Credits: 14 Cost: $895/student Duration: 7 hours CPE Credits: 7 Cost: $495/student Duration: 7 hours CPE Credits: 7 Cost: $495/student

TRAINING COURSE CATALOG 7 JOBBOSS EFFECTIVE MATERIAL MANAGEMENT WORKSHOP Got inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting. Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers. Level: Intermediate Basic understanding of the JobBOSS core functionality and navigation Create Raw Stock and Other material master files Understand how to classify materials Set reorder points and quantities Use Inventory Adjustments and Transfers correctly Use Material Planning to effectively manage inventory Purchase and Issue Inventory Understand history reports for purchasing and forecasting Delivery Method: Classroom Duration: 7 hours CPE Credits: 7 Cost: $495/student

8 TRAINING COURSE CATALOG 2: JOBBOSS ONLINE TRAINING JOBBOSS TRACK 1: QUOTE PROCESSING JOBBOSS TRACK 2: ORDER PROCESSING WITH TIME ENTRY JOBBOSS TRACK 2.5: ASSEMBLY LEVEL JOB CREATION Let JobBOSS calculate the price you should be charging for your parts. Learn the basics on how to create a quick quote or a full quote from scratch. This course covers all data entry functions and reporting that is necessary for being successful with implementing quoting within your shop. This course also includes a handson lab to directly apply the information learned. Those users responsible for generating customer quotes; Estimators, Sales Representatives and Order Entry Staff. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Understand basic Preferences needed to start quoting Learn how to create a quick quote to start tracking your quotes in JobBOSS today Enter a full quote from scratch including routings and materials needed Modify quotes and quantities based on price breaks and efficiencies Understand key quoting reports used to support quoting Learn how to follow-up and maintain quotes for accurate tracking and customer communication Accurate order entry is the key ingredient to accurate visibility to customer open orders. In this course you will learn how to create a new job from scratch including routings and materials. This course also covers how to copy from previous jobs and/or quotes and discusses how to effectively use time and material jobs and template jobs. This course will then show how to post accurate labor and machine costs to the job to support costing and scheduling of your labor. Those users responsible for entering and maintaining customer orders including Estimators, Order Entry Staff. Schedulers, and Shop Owners/Managers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Understand basic Preferences needed to start Job Entry Learn how to create a quick job to start tracking your orders in JobBOSS today Enter a full job from scratch including routings and materials needed Understand how ShopView and ShopStats are used to support your orders Discuss how to create time and material jobs Learn the importance of template jobs and part masters for efficient data entry for repeat part orders Enter time entry transactions for employees working on jobs to track costs and scheduling time Accurate and timely quote and order entry is the key to maximizing your efficiency in JobBOSS. This hands on training course will teach you the steps necessary to manually create assembly level quotes and jobs, as well as importing data from a CAD application directly into the database using the JobBOSS BOM Import. Those users responsible for entering and maintaining assembly level customer orders including Engineering, Estimators, Order Entry Staff, and Schedulers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module OnDemand Lessons JobBOSS BOM Import Learn how to manually create an assembly level job Learn how to utilize the BOM Import to make job creation quick and easy Understand how to view and manage assembly level jobs once created Delivery Method: Online

TRAINING COURSE CATALOG 9 JOBBOSS TRACK 3: SCHEDULING JOBBOSS TRACK 4: MATERIAL MANAGEMENT JOBBOSS TRACK 5: SHIPPING, SERVICES, TRANSFER, CLOSING Let s start scheduling in JobBOSS. Learn the basic settings and functionality necessary to be successful at scheduling your shop in version 11 and higher. This course also includes a hands-on lab to directly apply the information learned. Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On Demand Lessons Understand basic JobBOSS Scheduling rules Learn which preferences are required for scheduling Enter and maintain shifts for scheduling purposes Create, update and maintain work centers including assigning shifts to calculate resource capacity Learn about added features such as the Projected Delivery function and Release Date field Learn about the new Affects Scheduling function Schedule all jobs in your shop using Global Scheduling Review and understand key Shop Floor Reports Got inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting. Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Create Raw Stock and Other material master files Understand how to classify materials Set reorder points and quantities Use Inventory Adjustments and Transfers correctly Use Material Planning to effectively manage inventory Purchase and Issue Inventory Understand history reports for purchasing and forecasting Last phase of your job flow includes dealing with Outside Services, shipping your parts, transferring any extras to inventory and lastly actually closing your job and reviewing reports. In this class you will cover all data entry and reporting used to support all four of those functions. Those users responsible for shipping to outside services and/or customers, users who deal with the closing of the job including the costing of parts and transferring of finished parts to inventory. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Create all documentation for Outside Service tracking including purchase order and packlist Learn how to create customer packlists and understand how to track over-shipments and backorders Discuss the foundation and costing for transferring finished goods to inventory Review job costing reports to maintain your accurate data on your job Close your job once all transactions are posted Review final reporting Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student

10 TRAINING COURSE CATALOG JOBBOSS TRACK 6: JOB COSTING & REPORTING JOBBOSS DEEP DIVE: SCHEDULING JOBBOSS DEEP DIVE: MATERIAL MANAGEMENT Gain control of your data and the flow of costs throughout the system. This course will help you understand costing and the content of data on the JobBOSS Financial Analysis Reports. Those users that will be responsible for reconciling monthly Work In Process, Cost of Goods Sold and Scrap reports, such as Accountants, Controllers and Chief Financial Officers. Level: Intermediate Basic understanding of the Job Control and Accounting modules Understand the flow of data throughout the sub- reports within the Financial Analysis report Get a true understanding of the work in process, cost of goods sold, scrap, and transfers costing Understand what business decisions should be made based on the Financial Analysis reporting Learn how to use different features to schedule your shop that are beyond the basics. Those users that are currently responsible for scheduling in their shop and understand the basics of JobBOSS Scheduling. This class is good for Schedulers, Foreman, Operations Managers, Supervisors, and decision makers that will review and alter schedules in their shop. Level: Intermediate to Advanced Users should be comfortable with basic JobBOSS Scheduling s. Users should have attended the Track 3 course or have a general understanding of scheduling prior to attending this workshop. Work Centers with a focus on capacity How to leverage operations Got maintenance? Be proactive and schedule this in What Affects Scheduling option can do for you Work Station Driver impacts on scheduling Global Scheduling Key Shop Floor Reports ShopBOSS Preference must-have s Parent-Child Work Center relationship Finite scheduling: Why and why to use this The Firm Zone Workload vs. Capacity using Shop Work Center vs. Job Zoom functions and features Key stats using the ShopBOSS Dashboard Employee work assignments from ShopBOSS Delivery Method: Online Discover additional features and functionalities to gain more control of your materials and planning. Users who are currently responsible for material planning and purchasing and have an understanding of the basic JobBOSS Material management functionalities. This class is designed for Material Planners, Buyers, Operations Managers, Foreman and Material Managers whose positions focus on inventory control and the purchasing of materials for jobs and to stock. Level: intermediate Attendees should be familiar with basic JobBOSS Material Management functionalities and have completed the Track 4: Material Management virtual course. Use the Find and Replace Utility to change existing Material ID s Learn to re-type existing material types Develop new ways to use the Material Class field Use lead days to better plan purchasing Review buy for stock and buy for job materials Track how material costs are added to quotes and jobs Change the average cost on a material Price breaks When to use Apply Current Unit Costs Create RFQ s and award vendors Material Due Dates and affect scheduling Add material requirements to a job from purchasing How to use the Revision field effectively for Purchasing Orders More on Job Receiving Issue Quantity field in Pick Materials Effective transfer for excess materials and finished goods Delivery Method: Online Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student

TRAINING COURSE CATALOG 11 JOBBOSS DEEP DIVE: QUOTE PROCESSING JOBBOSS DEEP DIVE: ORDER PROCESSING JOBBOSS ACCOUNTING ACCOUNTING SETUP Learn how to use additional features of JobBOSS during the Quoting process. Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers. Level: Intermediate Users should be comfortable with basic JobBOSS navigation and quote creation. Users should also have attended Track 1 online class and all Job Control OnDemand prior to attending this workshop. Understand the JobBOSS quoting process Understand variations that can be made on a quote Understand how information specific to a quantity can affect a quote Learn about profit vs. markup Create component quotes Learn about features such as the Projected Delivery, Template Quotes and Part History Delivery Method: Online Learn how to setup JobBOSS to create jobs in the most efficient way and to use the most appropriate job type. Those users responsible for creating jobs in their shop, such as Managers and Planners. Level: Intermediate Users should be comfortable with JobBOSS navigation and job creation. Users should have attended the Track 2 online class and all Job Control OnDemand prior to attending this workshop. Learn the benefits of and difference between job types Understand how Blanket Orders, Release Jobs, Sales Orders and Split Jobs work Create Component/Assembly level jobs Practice how the adjusting of fields in the Routing tab affect overall job cost and total job time View the MRP Utility Delivery Method: Online This hands-on training will help to start the implementation of the accounting modules off on the right foot. Learn the setup requirements and processes needed for a smooth transition from your current accounting system to JobBOSS. Those users that will be accessing the accounting modules on a daily basis, such as AP/AR Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Setup of a functional chart of accounts Enter data into customer and vendor master files to make daily transactions easier Enter your beginning balances for AR, AP and GL for your go live Duration: 4 hours CPE Credits: 4 Cost: $400/student Duration: 4 hours CPE Credits: 4 Cost: $400/student

12 TRAINING COURSE CATALOG JOBBOSS ACCOUNTING ACCOUNTS RECEIVABLE This hands-on training course will teach you the daily transactions necessary for using Accounts Receivable with JobBOSS. This includes customer invoicing, customer deposits, and adjustments. Those users that will be accessing the accounting modules on a daily basis, such as AR Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Enter a variety of customer invoices including prepayments and progress payments Enter and understand the difference between credit memos and adjustments Enter customer and GL cash receipts to your bank accounts Post transactions and Accounts Receivable reporting JOBBOSS ACCOUNTING ACCOUNTS PAYABLE & GENERAL LEDGER This hands-on training course will teach you the daily transactions necessary for using Accounts Payable and the General Ledger with JobBOSS. This includes vendor invoicing and check writing. And General Ledger journal entries, bank reconciliation and monthend closing procedures. Those users that will be accessing the accounting modules on a daily basis, such as AP Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Enter a variety of vendor invoices both to be applied against jobs and without Create computer check runs and process manual checks Accounts Payable Adjustments vs processing debit memos Posting and Reports for AP General Ledger journal entries Bank reconciliation Month-end closing procedures JOBBOSS DATA COLLECTION AUTOMATION FOR THE SHOP FLOOR Gain visibility into current activity on your shop floor, eliminate data entry errors, and respond to changes immediately with data collection. This course teaches the setup, features and functionality necessary to control the data on your shop floor. Those users that will be responsible for setting up the JobBOSS Data Collection module, and those users that will be responsible for day to day data entry or training users how to use the JobBOSS Data Collection module. These users would include System Administrators, Shop Managers/ Supervisors and Office Managers. Basic understanding of the Job Control modules including Employee master files, Job entry and Time entry Understand how to enter and maintain shifts including rules for each shift Collect information faster by giving employees permission to transactions in Data Collection Eliminate hard-to-read handwritten shop cards and time tickets by entering information directly into the JobBOSS Data Collection system Streamline auditing, correcting and reporting of Data Collection transactions

TRAINING COURSE CATALOG 13 JOBBOSS SALES ORDER PROCESSING FLEXIBILITY IN ORDER PROCESSING Enhance your order processing for orders with multiple parts, deliveries and high repeat work. Whether orders are filled by making the part, shipping from stock or re-selling an item from another supplier, this course will show you how to control all of these options with the use of Sales Orders. You will then see how to tie these Sales Orders directly to jobs and purchase order to streamline your process. Those users that will be using the Sales Order entry application, such as Order Entry personnel, Sales Team members and Office Managers. JobBOSS Navigation On-Demand lesson Create multiple jobs from one sales order or link a sales order to an existing purchase order Learn how to access historical sales information while adding a new customer order View on-line item status information of what is on order or in production Enter and use up to three different pricing structures for customer orders JOBBOSS SHOPBOSS SCHEDULING ESSENTIAL ShopBOSS is your key to scheduling. Learn to manage your shop schedule, change shop resources on the fly to drive a true production plan and make critical decisions using the information displayed in ShopBOSS. Have visibility into the production schedule and employee availability. This course also includes a hands-on lab for direct application of what you learn. Those users responsible for scheduling jobs in their shop that have purchased and installed the ShopBOSS module, such as Production Planners/Schedulers, Shop Supervisors and Managers. Level: Intermediate JobBOSS Navigation On-Demand JobBOSS Job Control On-Demand focusing on Job entry and Scheduling Users should also have attended the Schedule It Right training class Create and understand the Parent/ Child work center relationship and functionality Understand finite scheduling vs. infinite scheduling Set ShopBOSS preferences and options to maximize the module for your shop View your current workload vs. capacity using Shop Become familiar with Work Center and Job Zoom functions and features Have access to key stats using the ShopBOSS Dashboard Create employee work assignments from ShopBOSS so employees know what jobs to work on Review and understand key Shop Floor Reports MICROSOFT SQL SERVER ADMINISTRATION INTRODUCTION This course will teach the basic administrative processes that all users of a Microsoft SQL Server based software should know. It is not designed to provide detailed knowledge of the inner workings of the Microsoft SQL Server database engine. It is intended to introduce the attendee to the most important concepts and operations of the SQL Server with a focus on Backup and Restore. Anyone who hasn t had previous training on a Microsoft SQL Server and is responsible for the administration of it. Level: Introductory A basic familiarity with the Windows environment is a must. Having some knowledge of computer networking is helpful, but not necessary. Learn what SQL Server is Learn how the SQL Server stores and organizes data Learn how SQL Server works with user permissions Learn how to protect SQL databases with Backup and Restore Learn how to re-index your tables and defragment the files Conduct a few simple exercises to gain experience with the material presented Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 2 hours CPE Credits: 2 Cost: $295/student

14 TRAINING COURSE CATALOG 3: REPORT WRITING CRYSTAL REPORTS INTRODUCTION FOR JOBBOSS USERS Calling all new users to Crystal Reports. This course will introduce users to Crystal Reports formatting basics that are needed to create professional, easy-to-read reports. Learn to create simple reports using your own JobBOSS database. Users will also learn to create a new data source connection from scratch. Those users that would like to create new reports using JobBOSS data. None Install tools that will assist users in learning the JobBOSS tables, fields and field types Link to the JobBOSS database to access information Define and layout a simple custom report using one table Create reports with specific selection criteria built into the report Add reports to the JobBOSS menu for easy access CRYSTAL REPORTS INTERMEDIATE Continue your Crystal education using multiple tables and additional functionality to add more information to custom reports. This class will use the connection to the sample database that was created in the Intro Class. Those users that want to create more complex reports using multiple database tables. Level: Intermediate Users attending this class should have attended the Introduction to Crystal reports class or have completed the equivalent qualifying exercise. Users that skipped the Intro class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www.businessobjects.com. Create custom reports using multiple tables Introduce table linking options and definitions Add flexibility to custom reports with formulas using existing report fields as well as fields that are not displayed on the report Create reports containing sub-reports (drill downs) Create reports with charts Learn how to copy an existing JobBOSS report Learn how to modify a JobBOSS report by adding, removing or suppressing a field CRYSTAL REPORTS ADVANCED Take your knowledge of the Crystal Report Writer deeper with this advanced course. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through multiple tables and additional functionality. This class is for those needing to develop more complex Crystal reports. Level: Advanced Basic understanding of Microsoft Windows Either successful completion of the Crystal Intermediate class or the ability to write advanced crystal reports. Users that skipped the Intro & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www. businessobjects.com. Format Multiple Sections Use Running Totals Use Prompting with Parameters Use Sub-reporting as a workaround solution Create Powerful Groups Work with Cross Tabs Duration: 6 hours CPE Credits: 6 Cost: $595/student Duration: 6 hours CPE Credits: 6 Cost: $595/student Duration: 6 hours CPE Credits: 6 Cost: $595/student

TRAINING COURSE CATALOG 15 CRYSTAL REPORTS ADVANCED FORMULAS JOBBOSS REPORTING WITH MICROSOFT OFFICE KNOWLEDGESYNC WITH JOBBOSS BEYOND THE BASICS Take your knowledge of the Crystal Report Writer deeper with this advanced course in the use of formulas. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through advanced formulas to present the data you want to present. This class is for those needing to develop a better understanding of the use of Formulas within a Crystal Report. Level: Advanced Basic understanding of Microsoft Windows Either successful completion of the Crystal Reports XI Advanced class or the ability to write advanced Crystal reports. Users that skipped the Introduction & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal Reports website at www.businessobjects.com. Understand how Crystal Reports processes data Understand the background process Crystal Reports uses when it creates a report Understand which evaluation period to apply to run a formula Learn how to declare variables, assign values to them and use them within a formula Utilize multiple statements in complex formulas Manipulate arrays containing multiple values Review conditional statements Use multiple if then else Statements Understand the formula evaluation time debugger Extract information from the JobBOSS database by using Microsoft Excel, Access and Word to create queries and other documents. Users will also learn about ShopAlert Views in this class. Those users that would like to learn how to formulate queries, basic reports, and ShopAlerts with JobBOSS data. Level: Intermediate Users should understand the basics of Microsoft Excel, Word, and Access Export a JobBOSS report to Excel Create a Macro to modify JobBOSS Reports Create an Excel report from scratch with JobBOSS data Create pivot tables and graphs with selected data Make mailing labels and letters with Excel and Word Create an Access query with JobBOSS data Create a ShopAlert using the Access query In this intermediate level course, using the skills gained in the basics course, students will be exposed to the other methods of output that can be provided from KnowledgeSync. Level: Intermediate None Deliver reports using KnowledgeSync Copy a file Export data to.csv file Create a WebCaster page Practice hands-on to demonstrate your ability to execute all of these Additionally students will see demonstrations of the inbound email monitoring system and configuring triggered Events. Duration: 4 hours CPE Credits: 4 Cost: $395/student Duration: 2 hours CPE Credits: 2 Cost: $200/student

16 TRAINING COURSE CATALOG INTRODUCTION TO KNOWLEDGESYNC WITH THE JOBBOSS EVENTPAK In this beginner level course, we will cover the various modules of KnowledgeSync and how they work and the structure and creation of queries and description events. Level: Basic Own the KnowledgeSync product Make modifications to the JobBOSS provided EventPak Learn how to create Queries and Events of your own from scratch Output the event created to email Duration: 2 hours CPE Credits: 2 Cost: $200/student

TRAINING COURSE CATALOG 17 4: JOBBOSS SYNERGY INTEGRATION SYNERGY ENTERPRISE ADMINISTRATION AND USER SETUP The setup and administration with Synergy is critical for the overall use of Synergy. This course is geared towards the Synergy Administrators. Users must be administrators of the system in order create users and manage users. Those people who will be the managers/ administrators of Exact Synergy Enterprise (ESE). ESE should be installed on your server so that administrators can get started immediately with entering roles and users. Learn about roles and permissions in ESE Creating new users Assigning roles to users Learn how the JobBOSS to ESE integration functions Microsoft Office Integration and ESE Background jobs (these are used to manage ESE) INTRODUCTION TO SYNERGY FOR JOBBOSS USERS What is Exact Synergy Enterprise (ESE)? What can it do for me? How do I begin using it? Learn the answers to these questions and much more in this introductory session. You will walk away with a solid understanding of Exact Synergy Enterprise (ESE) and the skills needed to begin exploring your new environment. All users of Exact Synergy Enterprise Understanding of internet navigation and basic computer use Understand the concept of Exact Synergy Enterprise Understand the JobBOSS integration with Exact Synergy Enterprise Navigate within Exact Synergy Enterprise Customize the Exact Synergy Enterprise environment Search for information in Exact Synergy Enterprise View and modify a resource card in ESE Follow a workflow request from start to finish in ESE and JobBOSS DEFINING WORKFLOW REQUESTS IN SYNERGY ENTERPRISE Business processes drive all of the tasks in your company. Learn how to maximize the power of customizing your workflow requests to effectively manage your business processes. Who should attend: ESE Administrators and those responsible for customizing processes in Synergy. Those people, in an organization who are responsible for the design and customizing of workflow requests must attend this course to understand the full capability available to automate their processes. Intro to Exact Synergy Enterprise Synergy Enterprise User Admin and Setup Learn the setup and configuration of a simple task Learn how to modify existing requests Creating User Defined Roles Creating requests from scratch Duration: 6 hours CPE Credits: 6 Cost: $600/student

18 TRAINING COURSE CATALOG MANAGING YOUR WORKFLOW USING SYNERGY ENTERPRISE CREATING AND MAINTAINING CUSTOMER ACCOUNTS MANAGING THE CUSTOMER QUOTE CYCLE How do I manage the items in my workflow? I just created a request. Where did it go? In this class you will fully understand the concepts of what requests are, how they flow, how to manage your requests in your Workflow, how to address open requests, and lastly how to search out previously created requests for further follow up. All users will benefit from gaining the foundational understanding of Workflow which is the basis for Exact Synergy Enterprise. End users of Exact Enterprise (ESE) Intro to Exact Synergy Enterprise Learn how to create a request in JobBOSS or ESE Accessing employee calendars and planning Managing you personal workflow Finding data in ESE Customizing your homepage in ESE Users will learn the different ways to enter customer accounts into Synergy using an import tool that is only available with Synergy. They will also learn how Synergy and JobBOSS work together to keep existing accounts up to date. Additionally, users will also learn how to import emails and create requests to track customer communications in Synergy and JobBOSS. Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes. Introduction to Synergy Enterprise for JobBOSS Users Managing Workflow with Synergy Enterprise **In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class** Learn how to create customers manually to Synergy and how to add them into JobBOSS Learn how to upload a list of customers that you obtained from a tradeshow etc. Learn how to use MS Outlook and the Synergy Office Integration to import emails to customer accounts Learn how to generate a Synergy request from Outlook to ensure that customer emails/contacts are not lost in the email shuffle. Delivery Method: Online This session will focus on the quote cycle and how you can use Synergy to ensure that customer requests are not lost in an email folder. Additionally, by using Synergy all users have access to the customer requests as well as what has been sent out to the customer. Users will learn how Synergy requests can be customized (we will not design requests in this class, but the instructor will ensure that all attendees understands what is possible with Synergy. We offer a Defining Workflow class for request design) to fit their company s needs. Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes. Introduction to Synergy Enterprise for JobBOSS Users n Managing Workflow with Synergy Enterprise for JobBOSS Users Creating and Maintaining Customer Accounts with Synergy for JobBOSS Users **In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class** Review of using SOI to upload emails to customer accounts and generate reminders to send out new quotes. Learn how to manage requests in Synergy. The focus will be a request for quote. Learn about the stages of a Synergy request and what each means. Review of basic searching for data and workflow management (see prerequisites list). Delivery Method: Online Duration: 2 hours CPE Credits: 2 Cost: $200/student Duration: 2 hours CPE Credits: 2 Cost: $200/student

TRAINING COURSE CATALOG 19 UNDERSTANDING THE JOBBOSS CRM DASHBOARD & REPORTING IN SYNERGY Users will learn how to interpret the JobBOSS CRM Dashboard in Synergy. This is a pre-defined dashboard that cannot be customized. Anyone who is involved in the customer quote process and uses Synergy. Introduction to Synergy Enterprise for JobBOSS Users Managing Workflow with Synergy Enterprise for JobBOSS Users Understand the statistics on the CRM Dashboard. Understand the options to change the statistics on the CRM Dashboard Delivery Method: Online Duration: 2 hours CPE Credits: 2 Cost: $200/student

JobBOSS Shop Management Solutions serve over 7,000 shops with software and business support. Since over 30 years we provide the technology and knowledge that fuels their productivity and profits, innovation and growth. JobBOSS is a job-based system designed specifically for custom and mixed-mode manufacturers an integrated, quote-to-cash solution that offers complete visibility and control of a manufacturing business. JobBOSS is an Exact product. Exact builds business software for SMEs and their accountants. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow. Exact inspires businesses to grow. Our 1,600 employees love, share and support our customers ambition. Like them, we aim high. Like them, we aspire to lead the way. That s how we know it s a bumpy road to success. And that s why we build software to help smooth it out, enabling our customers from all over the world to grow. JobBOSS. Shop management solutions. www.jobboss.com JobBOSS 3600 American Blvd W Bloomington, MN 55431 United States *All prices subject to change. This catalog represents currently available courses. Exact Americas reserves the right to alter the training curriculum and availability at any time. Tel: 1-800-777-4334 Email: eatraining@exactamerica.com Website: jobboss.com/manufacturingservices/erp-software-training Exact Group B.V., 2016. All rights reserved. All trademarks mentioned herein belong to their respective owners. MCL500101US140