WMS SOFTWARE - TRAINING SCHEDULE

Transcription

1 WMS SOFTWARE - TRAINING SCHEDULE During this process the following outlined activities will occur. SAGE ACCOUNTING CONCEPTS: 1. Overall concepts and functions that are common to all modules 2. Print Files 3. Workstation customization 4. Security 5. Reports and Inquiries 6. Help GENERAL LEDGER WORKFLOW TRAINING: 1. Review GL account setup Prefix A; Prefix B; Base Accounts, generate accounts 2. GL account budgeting 3. Routine journal entries, recurring journal entries 4. Reports and inquiries 5. Initial creation of basic financial statement designs 6. Plan for customized financial statement designs ACCOUNTS PAYABLE WORKFLOW TRAINING: 1. Review vendor setup and maintenance 2. Approval of purchase orders in Purchasing Software through import into AP 3. Recurring AP invoices 4. Manual entry of AP invoices 5. Selection of invoices for payment 6. Print Checks 7. Voids and corrections JOB COST WORKFLOW TRAINING: 1. Review job setup and maintenance 2. Manual purchase orders and budgets 3. Import and Post budgets and purchase orders from Purchasing software 4. Job Closing Entry 5. Bank Draw Procedure 6. Corrections and other miscellaneous entry 7. Plan for custom Accounting reports

2 CASH MANAGEMENT: 1. Assist client with Bank Account setup 2. Assist clients with balance forward entries and methods 3. Review manual transaction entries 4. Bank Account reconciliation 5. Corrections ESTIMATING PURCHASING SOFTWARE DATABASE SETUP AND CONFIGURATION: 1. BuilderMT consultant to assist client with setup of the Purchasing software database 2. Review Custom Descriptions 3. Purchasing Software Settings 4. Merge Vendors, Jobs, Cost Codes, Categories, and AP Settings from Accounting INITIAL TESTING OF THE DATABASE AND SOFTWARE SYSTEM INTEGRATION: 1. BuilderMT consultant to test Estimating Database through to Job Cost Module 2. Review estimating database structure, data settings, system integrity 3. Create sample budgets, Purchase Orders, Approve purchase orders, and import to accounting ESTIMATING SOFTWARE MECHANICS: 1. Focus on Estimating Settings; Spreadsheet views 2. Estimating database structure: Phases, Items, Material Classes, Assemblies 3. Review workflow mechanics in Estimating software 4. Database maintenance: adding new plans and options, items, material classes 5. Discuss item prices entry and maintenance in the Purchasing software PURCHASING and ACCOUNTING INTEGRATION PURCHASING WORKFLOW REVIEW DATA PREPARATION 1. Setup Communities/Areas 2. Synchronization with AP/JC 3. Setup Purchase Order Defaults grid 2

3 ISSUE BUDGETS 1. Pricing considerations 2. Changing Vendors before issuing the budget to Accounting 3. Budget only items 4. Corrections ISSUE AND PRINT PURCHASE ORDERS 1. Discuss phased releasing 2. Discuss potential modifications before issue and printing 3. Discuss final format of the client s Purchase Order 4. Corrections CHANGE ORDERS AND VARIANCE ORDERS 1. Review current change order process 2. Review current variance order process 3. Review procedures for other unforeseen changes 4. Alternate Vendor; Price Increase after Purchase Orders are issued PURCHASE ORDER APPROVAL 1. Finalize format of the Purchase Order SEND TO ACCOUNTING SOFTWARE 1. Budgets, Commitments, Invoices PRICE MAINTENANCE 1. Discuss price maintenance options Spreadsheet, Estimating, and Purchasing software techniques. 2. Training on all vendor price maintenance techniques 3. Bid Management SALES PRICING MODULE SETUP SALES PRICING MODULE 1. Setup Option Categories, Option Types, Plan Types, Cutoff Phases 2. Create Master Models and Options 3. Discuss assignment of categories, types, cutoff phases to Master Plan 4. Community Model Option assignments 5. Generating and Reviewing worksheets 6. Update Sales Pricing database 7. Update to Builder 1440 or Sales Simplicity 3

4 NOTE: Workflow training can be conducted via a Web Interactive session after Master Model and Community Model setup has been completed. 4

5 SCHEDULING MODULE SETUP SCHEDULING MODULE 1. Setup security 2. Trade-Supplier definition and setup 3. Scheduling Activities setup 4. Scheduling Milestone setup 5. Build one or more scheduling templates as time permits 6. Job schedules 7. Master Schedules Design 8. Master Schedule Worksheets NOTE: Workflow training can be conducted via Web Interactive session after Scheduling Templates have been completed and assigned to Job lots PREPARATION TO GO LIVE 1. Readiness, reality check 2. Focus on any additional training needs 3. Plan for training any new team members to the process 4. Final Review of the Estimating database, is it complete for scope of initial live activities 5. Has pricing been addressed properly 6. Beginning Budgets / Open Purchase Orders 7. Discuss how the team will approach Budgets / Open Purchase Orders for active jobs at time of going live. 8. Review roles and responsibilities of the team members 9. Preparation for going Live 10. Ongoing Responsibilities 5