U4ERP How to build a Project Costing & Billing solution Training Course


December 8 - 09:30 am


December 10 - 04:30 pm

Click to Register: https://www.eventbrite.co.uk/e/u4erp-how-to-build-a-project-costing-billing-solution-training-course-tickets-117830344733

Myriad Consulting

Website: https://www.eventbrite.co.uk/o/myriad-consulting-30954945369
Unit4 ERP How to build a basic Project Costing and Billing solution with Timesheets Training Course

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.

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