Unit4 ERP Business World Introduction (Familiarisation) training Course

Unit4 ERP online Business World Introduction (Familiarisation) training course

This is a half day course aimed at staff involved in the implementation or build of the U4 ERP system with specific responsibilities in the Financial modules. Human Resources and Payroll staff should attend the Introduction to Human Resources and Payroll Familiarisation courses.

This foundation course provides a basic introduction to Unit4 ERP. It is essential for delegates attending Familiarisation courses. The course cover navigation, key concepts and the two system interfaces – WEB and DESKTOP. It provides a fundamental level of understanding required by any member of staff working on a project.

The course will cover :

  • Introduction to Unit4 ERP Web

• Web Navigation

• Modules

• Web Toolbar

• Favourites

• Your Profile

• Your Tasks

• Main Screen

• Date Entry/Amendment Screens

• Value Lookup

• Enquiry Screens

• Working with Tables

• Substitutes

• Information Pages

• Widgets Overview

  • Introduction to Unit4 Business World Desktop

• Desktop Navigation

• Screen Layout

o Menu and Toolbar

o Tools and Links

o Menu Pane

o Contents Pane

o Reports and Search

o Tasks and Alerts

o Status Bar

• Screen Types

o Transaction Screen (VP10)

o Master File Screen

o Enquiry Screen

o Order Report Variant Screen

• Value Lookup

• Tools

• Business World Options

  • Maintenance of Ordered Reports
  • Key Business World Concepts

• Attributes

• Relations

• Account Rules

• Data Control

• Menu Access

The course will run from 9.30 -12.30

Training manuals 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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