 Foundation
Course
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Duration
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1
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Before
you come |
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Be
at ease with using the keyboard and mouse in a Windows
environment. |
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Understand
where de Facto S5 is to fit within your company. |
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Aims
of course |
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To
give the project team members a basic understanding of
de Facto S5’s terms, navigation and generic functionality. |
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To
enable you to use the CRM Module. |
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To
enable you create simple Vistas. |
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After
the course, you should be able to |
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Navigate
around de Facto S5 and its windows. |
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Configure
and use the CRM Module. |
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Basic
understanding what is and is not possible to achieve
in each Module. |
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Basic
Reporting using all Printing facilities. |
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Understand
common Parameters and Terminology. |
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Back
to Training page
Financials
Introduction Course
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Duration
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1
Day. |
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Before
you come |
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Attended
the Foundation Day. |
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Have
a basic understanding of normal accounting practice. |
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Knowledge
of your company’s proposed and/or existing accounting
practice. |
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Aims
of course |
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To
enable you to configure the Nominal, Sales,
and Purchase
Ledger along with Banking. |
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To
understand the connection between the Logistics Transactions
and the Postings to the Ledgers. |
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After
the course, you should be able to |
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Use
all of the Financial Modules. |
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Configure
the Nominal Chart
of Accounts. |
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Configure
new Customer, Supplier and Bank Accounts. |
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Configure
the parameters for all Financial
Modules. |
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Produce
basic Financial Reports. |
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Understand
Nominal Interface structures. |
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Back
to Training page
Logistics
Introduction Course
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Duration
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1 Day. |
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Before
you come |
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Attended
the Foundation Day. |
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Knowledge
of your company’s: |
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Proposed
and/or existing Stock Control procedures. |
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Proposed
and/or existing Purchase and Sales Order Processing
procedures. |
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Existing
Sales/Purchase Pricing and Discount process. |
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Aims
of course |
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To
enable you to configure all aspects of Stock
Control, Pricing, Discounts, Purchase and Sales Order
Processing. |
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To
enable you to make different types of Stock movement. |
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To
enable you to insert new Purchase and Sales
Orders and to process them. |
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After
the course, you should be able to |
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Configure
new products with all associated information. |
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Insert
and process Purchase and Sales Transactions. |
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Maintain
Pricing and Discount structures. |
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Configure
the parameters for all Logistic
Modules. |
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Produce
basic Reports. |
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Back
to Training page
ODBC/Vistas
Fundamentals - (runs in conjunction with System Admin course)
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Duration
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½
Day. |
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Before
you come |
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Attended
the Foundation Day. |
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Some
understanding and experience of using 'power user' functions
within a spreadsheet or database would be an advantage. |
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Aims
of course |
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To
enable you to construct Vistas for various purposes. |
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To
enable you to construct Object Data Base Connections
(ODBC) for Reporting purposes. |
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To
enable you to construct a SQL Query. |
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After
the course, you should be able to |
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Construct
a single file Vista. |
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Construct
a multiple file Vista. |
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Construct
a prompted entry Vista. |
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Define
default Vistas by user by function. |
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Turn
a Vista into a published Report. |
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Construct
an ODBC report using SQL Query to refine the results. |
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Back
to Training page
System
Admin Fundamentals - (runs in conjunction with ODBC/Vistas course)
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Duration
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½
Day. |
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Before
you come |
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Attended
the Foundation Day. |
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Some
understanding of software administration and computer
operating systems would be an advantage. |
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Knowledge
of your company’s security policy. |
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Aims
of course |
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To
enable you to define User access to elements of de Facto
S5. |
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To
enable you to configure Printing functions. |
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To
enable you to Import
and Export data. |
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To
enable you to configure all Administration Parameters. |
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After
the course, you should be able to |
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Configure
a new user with all Security Requirements defined. |
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Configure Administration
Parameters, including Event Management. |
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Configure
all Printing requirements. |
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Understand
how to Export/Import Data to/from de Facto S5. |
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Understand
upgrading to a new version of de Facto S5. |
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Back
to Training page
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