This is a three day course aimed at staff who will be directly involved with the creation of a new client within the U4 ERP solution.
the course has been designed to provide delegates with sufficient knowledge to be able to build the desires solution in accordance with the PCB solution Design Document as directed by their implementation consultant.
It would be beneficial if delegates had knowledge of or have completed a course in the following:
Introduction to U4 ERP
introduction to Projects
Introduction to Timesheets
Setting up a new client
Introduction to PCB invoicing
Implementing PCB
Implementing Timesheets
The course will cover :
- Common setup
Transaction Types, series and posting cycles
External system
Auto numbering
- Document Archive
Invoicing
Timesheets
- System Parameters
- Relations
- Timesheets
Time codes
Limit controls
Time periods
Work schedules
- Fixed codes
Resource groups
Resource types
Income/Cost categories
Cost Components
Accounts (Including posting time)
- Invoicing
Invoice Elements
Invoice Rules
Invoice Specification
Additional Cost Elements
Price Lists
Invoice frequency
- Project Structure
Activity codes
Connection control
Work Orders
- Workflow
Time-sheet approval
- Reporting / Alerts
Project Manager Information Page
Project Workspace
Missing timesheet
The course will run from 9.30 – 4.30 each day with an hours break for lunch and time during the morning and afternoon for delegates to get a drink/snack etc.
Training manuals and task lists will be provided electronically along with a link to the session which will be delivered via Zoom.
There will be plenty of time for you to ask questions and groups will be kept small with a maximum of 6 delegates per session so that everyone has the chance to absorb and digest what they are learning.
Please note: As sessions are being delivered remotely due to the current Covid 19 situation, there may be some unavoidable background noise or interruptions. In addition if we do experience the odd technical glitch – we will do whatever we can to ensure they are overcome as quickly as possible.
