Here are the topics we offer. Each session is 4 hours.
VISUAL Overview
Session Topics - Basic Navigation, Workflow, Document Lifecycle, Right Click Menus, View Panels, Document Maintenance, Notes/Specifications, Export to Excel, Help Documentation, Infor Support, Search Capabilities, User Defined Fields, Tasks and Activities, Lifecycle Notifications, Messages/Macros, Personal Menu, Dashboards, Standard Reports/Outputs
Engineering
Session 1 Topics - Part Maintenance, Vendor Pricing, Cost Information, Shop Resource Maintenance, Capacity
Session 2 Topics - Resource Groups, Resource Calendars, Shop Views, Operation Types, Service Maintenance, Service Parts
Session 3 Topics - Vendor Pricing, Service Planning Window, Manufacturing Window, Quote Masters
Session 4 Topics - Engineering Masters, Work Orders, Drill-Down Details, Scheduling Options
Sales/Estimating
Session Topics - Customer and Part Maintenance, Estimating Window, Customer Order Entry, Work Orders and Inventory Transactions, Shipping
Accounts Receivable
Session Topics - Costing Utilities, Posting Manufacturing Journals, Return Material Authorizations, Invoicing, Cash Application, Receivable Inquiry, Collections
Purchasing
Session Topics - Vendor Maintenance and Set-Up, Warehouse and Locations, Vendor Quotes, RFQ Entry, Purchase Requisition, Creating a Purchase Order, Receiving, Service Dispatch
Accounts Payable
Session Topics - Accounts Payable Invoice Entry, Matching AP Invoices, Purchase Returns and Credits, Posting Transactions, Aged Payables Vendor History, GL Transaction Reports, Payable Payment Entry and Inquiry
Scheduling
Session 1 Topics - Scheduling Concepts, Scheduling Options, Scheduling Preferences, Shop Resource Maintenance
Session 2 Topics - Resource Groups, Shop Views, Work Order Priorities, Material Availability
Session 3 Topics - Concurrent Resources, Groups and Concurrent Resources, Global Scheduler, Scheduling Window
Session 4 Topics - Scheduling Reports, Dispatch Report, Work Order Status Report, Foreman's Report
Audit & Closing
Session 1 Topics - Reconcile Cash Book to Bank, Audit Payables Audit, Accruals Audit, PO Accrual Report, PO Accrual Analysis, Uninvoiced Receiver Analysis
Session 2 Topics - Inventory Audit, Inventory Balance Report, Inventory Valuation Report, Inventory Cost Layer Detail
Session 3 Topics - Costing Utilities, FIFO Analysis
Session 4 Topics - Work In Process Audit, WIP Balance Report, Recalculate WIP Balances, WIP Valuation Report, Journal Preparation Analysis, Gross Profit Audit, Job Costing Audit
Material Planning & Inventory Management
Session 1 Topics - Warehouse Maintenance, Independently Planned Warehouses, Order Policies
Session 2 Topics - Unit of Measure Conversions, Material Planning Window, Master Production Schedule
Session 3 Topics - Material Requirements Planning, Outside Service, Outside Service Planning Window, Outside Service Dispatch
Session 4 Topics - Physical Inventory, Cycle Count, ABC Analysis
Session 5 Topics - Consignment Inventory, Advanced Material Planning Module, Forecasting
Reporting
Session 1 Topics - Review of the OpenText Reporter, Installing OpenText Reporter, Connecting to the VISUAL Database, VISUAL Database Architecture, Modifying Standard Report Output Formats
Session 2 Topics - Creating Your Own Database Query, Query Tool in VISUAL, Creating Your Own Custom Reports, Intro to SSRS, Relational Database Structure
Session 3 Topics - Visual Dashboards, Delivered Analytics, How to Create Custom Analytics
Costing
Session 1 Topics - Costing Methods, Shop Resource Maintenance, Service Maintenance
Session 2 Topics - Employee Maintenance, Part Maintenance, G/L Interface
Session 3 Topics - Costing Utilities, Building Estimates and Standards, Cost Simulation, Work Order Cost Flow
Session 4 Topics - Adding and Applying Costs, Receipts and Shipments, Auditing Features and Reports, Splits and Co-Products
Multisite Functionality
Session Topics - Tenant/Site, Intercompany Transactions, Financial Reporting, Site Specific Functionality, Site Security Considerations
