Course Catalogue CODA Financials

Transcription

1 Course Catalogue CODA Financials

2 Welcome Welcome to UNIT4 Training Services. We recognise that continuous learning is important for individuals and companies in order to succeed in a constantly changing environment. The courses we deliver cover all aspects of our product modules, from introductory courses to more advanced support and reporting sessions. This brochure contains details of courses currently being offered, in the form of course outlines. For each course there is: A brief description of the course A list of overall objectives Details of knowledge/courses required prior to attending the course Details of subsequent or related courses of interest. Any mandatory knowledge/courses required prior to attending the must be met to ensure you get the most out of the course. The courses have been designed to cater for different user audiences. To ensure that you attend the course suited to you, please see the section on 'The Course for me'. At the back of the brochure there is a Practical Information page giving details of how to book a course, terms and conditions and location of the training centre. In special cases, we can tailor our courses to suit your needs. Please contact us at the training centre to discuss this option further. We hope you find a course that is of interest to you. Training Services T +44 (0) E training.uk@unit4.com 2

3 Table of Contents The Course for me Training Options 4 5 CODA Financials Financials Design Financials Administrator Purchasing Design Invoice Matching Administrator Assets Administrator Purchasing Administrator XL for Finance Practical Information Course Code List Training Services T +44 (0) E training.uk@unit4.com 3

4 The Course for me Our customer courses are designed for different types of user audiences. This gives you the opportunity to take a course that is best suited for who you are within your organisation. Below we have described different kinds of users, just to make it easier for you to choose the right course for you. Which type of user are you? Enquiry User This person is normally the one who asks questions, who analyses information and creates reports, on which decisions are based. End User This person is normally the one who enters and/or processes data. Advanced User This person has a detailed understanding of the business area or function area. This person is often a business analyst, or a managerial person, with an understanding of the complete picture from a financial or operational perspective. Super User This person has an understanding of the business, and the information systems used to support the business. This person is often part of the implementation team, and will be responsible for understanding how Agresso Business World works from a functional perspective. IT User (Technical User) This person is normally responsible for their organisation's technical environment, which might include software installation, database administration, writing reports. This person is often part of the implementation team, and will be responsible for understanding how Agresso Business World works from a technical perspective. Training Services T +44 (0) E training.uk@unit4.com 4

5 Training Options Public Training UNIT4 Training Services offer scheduled courses in a number of convenient locations around the UK. The courses are open to all customers with the software. They are ideal for delegates from organisations that either have no on-site training facility or who want to be able to train up a new member of staff on the system. Scheduled courses allow delegates to meet and learn with CODA Financials users from other companies and industries, thereby offering a broader understanding of the enterprise resource planning software environment. Customer Training All of our standard courses may be taught onsite using your facilities. A copy of our training database can be installed on your training system or access to a copy held at one of our Training Centres, can be made available through our remote connection software. Alternatively, you may prefer for us to host your training at one of our Training Centres. UNIT4 Training Services are also able to provide your organisation with customised training using these options. Training Services T +44 (0) E training.uk@unit4.com 5

6 Financials Design Duration 1 Day Intended Audience Super, Advanced, Enquiry and End Users. Prerequisites Mandatory Knowledge: Familiarity with Windows technology and applications, e.g. Windows XP, MS Word Overview Background in financial accounting or experience in specific areas of an accounts department Overview This course concentrates on the concepts and functions of the CODA product. CODA specific terminology is explained. Flexibility has been written into the material to allow for detailed discussions in some areas and omission of others to suit the customer s environment. The course covers the areas of the Chart of Accounts, Companies, Input and Output, Processing and Workflow. Overall Objectives By the end of the course you will: demonstrate a knowledge and understanding of specific functions and terminology within CODA software meet the essential requirements for attending and contributing at an ADW (Application Design Workshop). Subsequent/Related Course(s) of Interest The following courses may be of interest: Financials Administrator Training Services T +44 (0) E training.uk@unit4.com 6

7 Financials Administrator Duration 3 Days Intended Audience Super and Advanced Users. Prerequisites Mandatory Knowledge: Attended the Financials Design Principles course Familiarity with Windows technology and applications, e.g. Windows XP, MS Word Overview Overview This course concentrates on the concepts, setup and use of all the key Financial functions, excluding multi-company issues. This course uses the browser-based software options throughout. The course covers the areas of navigation around the application, Design and creation of a Chart of Accounts, Element/Group Masters, Creation of Customer/ Supplier accounts, Documents, Input of typical accounting transactions, On-screen enquiry/browsing, Cash matching and Payment processing. Overall Objectives By the end of the course you will: use the different types of Masters create and amend currency, document, selector and presenter masters set up and use on-line enquiries set up and use Matching set up and run the Pay process create and use special documents Subsequent/Related Course(s) of Interest The following courses may be of interest: Asset Administrator Training Services T +44 (0) E training.uk@unit4.com 7

8 Purchasing Design Duration 1 Day Intended Audience Super, Advanced, Enquiry and End Users. Prerequisites Mandatory Knowledge: Familiarity with Windows technology and applications, e.g. Windows XP, MS Word Overview Familiarity with the basic functionality of Financials A background in purchasing or experience in specific areas of a purchasing department Overview As someone who has to implement Purchasing in an existing Financials environment or as a new administrator of the Purchasing software, there is a particular benefit in understanding its concepts and functions. This course concentrates on the Procurement concepts and covers the Purchasing Processes through to the related Accounting Information. Other areas that are covered include Items and Pricing, Input Components, Workflow, Outputs, Security and CODA Buy 2gether. Overall Objectives By the end of the course you will: demonstrate a knowledge and understanding of specific functions and terminology within the Purchasing software meet the essential requirements for attending and contributing at an ADW (Application Design Workshop). Subsequent/Related Course(s) of Interest The following courses may be of interest: Invoice Matching Administrator Purchasing Administrator Training Services T +44 (0) E training.uk@unit4.com 8

9 Invoice Matching Administrator Duration 2 Days Intended Audience Super and Advanced Users. Prerequisites Mandatory Knowledge: Experience in use of Windows technology and applications, e.g. Windows XP, MS Word, Internet Successful completion of the Financials Design Principles course or familiarity with the basic functionality of CODA 2count Financials Experience in the business areas of purchasing or invoice matching Successful completion of the Purchasing Design Principles or familiarity with the basic functionality of CODA 2control Spend Overview Invoice Matching is an integral part of the CODA accounts payable applications which allows users to complete an end-to-end purchase to pay process. This course is designed to train Administrators in how to set up, use and maintain the Invoice Matching system to maximum advantage. Browser-based software options are used throughout. The course covers the areas of Process Flow and Initial configuration, Logical Receipt Notes (LRNs), Interactive Matching, Selecting and Grouping, Assign and Balance, Tolerances, Discrepancies and Authorisation, Posting to Financials, Selfbilling, Accruals and Housekeeping Routines for Invoices, LRNs and Authorisation. Overall Objectives By the end of the course you will: configure the Invoice Matching system to best suit their organisation s objectives process documents through Invoice Matching from input, authorisation, matching, posting and dealing with accounting issues. Subsequent/Related Course(s) of Interest The following courses may be of interest: Purchasing Administrator Training Services T +44 (0) E training.uk@unit4.com 9

10 Assets Administrator Duration 1 Day Intended Audience Super, Advanced, Enquiry and End Users. Prerequisites Mandatory Knowledge: A working knowledge of Financials, particularly in the use of Documents, Input and Masters An understanding of business experience in managing company assets Overview Assets provides a new technology approach to managing a company s assets. A full set of functionality is provided within the product and all areas are covered within this course. This course uses the browser-based software options throughout. The course focuses on the practical work within the product giving learners ample opportunity to use their PC skills. The areas covered include Concepts, Masters, Capitalisation, Browsing, Depreciation, Disposals, Transfers, Revaluation, Forecasting and Multi currency assets. Overall Objectives By the end of the course you will: set up the system and understand the masters create assets using the various capitalisation methods use the Browsing and drill-down functionality run depreciation and understand the delivered depreciation rules transfer and dispose of assets using a variety of methods revalue assets. Subsequent/Related Course(s) of Interest The following courses may be of interest: Financials Administrator Training Services T +44 (0) E training.uk@unit4.com 10

11 Purchasing Administrator Duration 3 Days Intended Audience Super and Advanced Users. Prerequisites Mandatory Knowledge: Experience in use of Windows technology and an understanding of the purchasing business process Attendance on the Purchasing Design Principles is an advantage Overview CODA 2control Spend provides effective administration and control procedures to support the purchasing part of the Procure to Pay process. This course provides all the content for understanding and system maintenance up to Invoice Matching, from entering a requisition, creating and issuing orders, dealing with receipts and returns, handling printing and using the workflows provided. This course uses the browser-based software throughout. The course explains the specific aspects of Purchasing and gives users ample opportunity to use their screen navigation, keyboard and mouse skills. Overall Objectives By the end of the course you will: understand each aspect of the Purchasing environment create and maintain all the Purchasing processes applicable to their company be able to use the Purchasing workflow to maximum advantage. Subsequent/Related Course(s) of Interest The following courses may be of interest: Invoicing Matching Administrator Training Services T +44 (0) E training.uk@unit4.com 11

12 XL for Finance Duration 2 Days Intended Audience Super Users. Prerequisites Mandatory Knowledge: Experience in the use of Microsoft Excel, at least to the level of creating formulae Some experience in creating simple macros would be beneficial Experience with CODA 2count Financials, especially in the use of browse functionality Overview As a key accounting tool Microsoft Excel is used throughout most finance departments. CODA 2know XL provides the essential link between Excel and the data at the heart of Financials. CODA 2know XL allows users to extract and upload data, according to their CODA security access, from within an Excel spreadsheet. The course is aimed at Administrators or Senior Users, who need a grasp of all the CODA 2know XL functionality and how it could be used within their organisation. The areas covered include Configuration and sample files, using browse details to extract data into Microsoft Excel, working with non-maintained CODA balances using Balance Loader, using Journal Loader to post documents to the books or intray, extracting and adding Master data using the templates provided and use of the Toolkit to manage users and schedule reports. Overall Objectives By the end of the course you will: post journals automatically identify and extract selected data on a one-off basis Create reports to be run on a regular basis, on both balances and transactions. Identify, locate and update non-maintainable balances Extract and report on Master data Maintain a user environment with differing security requirements (optionally) schedule reports to be produced later. Subsequent/Related Course(s) of Interest There are currently no subsequent or related courses. Training Services T +44 (0) E training.uk@unit4.com 12

13 Practical Information Booking Training Services Training Services can be arranged for your organisation either on your site or at one of our training centres. Alternatively, you can register for a scheduled course by fax, phone or . You can obtain a copy of the latest course schedule from either our web site or by requesting a copy from the Training Services Office. In order to maximise the benefit from a course, the delegate should have met all the prerequisites detailed in the course outline before attending the course. Confirmation Invoices will be issued as acknowledgement of your order with payment due 30 days from date of invoice. Cancellation If you need to cancel your booking please contact us immediately. Cancellations, from a scheduled course, with between 5 and 10 working days notice will be charged at 50% of the total price; cancellations made in less than 5 working days will be charged at 100%. Refunds will not be made. Please ensure you get the cancellation confirmed. UNIT4 reserves the right to cancel or reschedule courses dependent on bookings accepted. In such circumstances, you will be offered alternative dates. We will not be liable for any loss or expense of the customer arising out of such a cancellation. Course Catalogue Version This is version 1 of the course catalogue. Training Services T +44 (0) E training.uk@unit4.com 13

14 Practical Information - cont. Location UNIT4 has Training Facilities in four locations. These are: Eden House, Bristol Eden House is approximately 5 miles from Bristol city centre. Eden House is easily accessible by road from the M5 and is approximately twenty five minutes by road from Bristol Temple Meads or Bristol Parkway stations. Riverside House, Swansea Riverside House is a few minutes walk from the Liberty Stadium. Bridge House, Reading Bridge House is a five minute walk from Reading station. Cardale Park, Harrogate Cardale Park is approximately a mile from the centre of Harrogate. Harrogate has a main railway link and is approximately 20 minutes by road from Leeds Bradford Airport. Training Services We are able to deliver a variety of training services, including standard and customised courses, according to your specific needs. Our services include: Formal classroom training Training Seminars Case Studies Training Needs Analysis Pre-UAT Training End User Training Floor Walking WebEx Training e-learning Please contact us if this is of interest to you. Evaluation We are constantly developing our courses to maintain a high standard and therefore value your opinion. So at the end of each course we ask you to fill in an evaluation form and return it to us. Training Services T +44 (0) E training.uk@unit4.com 14

15 Course Code List Course Title Course Booking Code CODA Financials Financials Design Financials Administrator Purchasing Design Invoice Matching Administrator Assets Administrator Purchasing Administrator XL for Finance NA01 NA02 NC01 NA12 NA07 NC02 NB01 Training Services T +44 (0) E training.uk@unit4.com 15

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