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Virtual Classes
Visual South is excited to announce a new solution designed to add flexibility to our customer’s training needs. Virtual Classroom Training is a series of web-based courses ranging from core functionality to advanced topics. Benefits to Virtual Classroom Training include:
- Eliminates the increasing costs of travel
- Unlimited number of students for the price of one login
- Only 4 hours per session. Students do not miss a full day of work
- Excellent training solution for both new hires and existing users
All Virtual Core Courses are held from 8am – 12pm.
Requirements – Computer with broadband internet access, speaker phone.
Cost - $400 per login, per session. Unlimited students per login.
New courses are being considered, so email info@visualsouth.com with any suggestions for a course you would like to see added. Here are the courses currently offered:
Report Builder I (Beginner)
- Format report layouts
- Position, fonts, size of fields, borders, and colors
- Graphics (lines, boxes, pictures)
- Control (suppress) printing of lines, fields, sections
- Control group and report headers and footers
- Retrieve additional data using basic extended queries
Report Builder II (Advanced)
- Retrieve additional data using advanced extended queries
- Create formulas and summary totals in existing reports
- Create cross tabs in existing reports
VISUAL Workflow
- Understanding Workflow Components
- Building Workflow Templates
- Working with Steps & Rules
- Working with Statements
- Using the Workflow Tracker
- Using the Workflow Gatekeeper
Sales Order Cycle
- Customer & Part Maintenance
- Estimating Window
- Customer Order Entry
- Work Order & Inventory Transactions
- Shipping
Accounts Receivable Cycle
- Costing Utilities
- Posting Manufacturing Journals
- Return Material Authorization
- Invoicing
- Cash Application
- Receivable Inquiry
- Collections
Purchasing Cycle
- Vendor Maintenance
- Warehouse & Locations
- Vendor Quotes
- Purchase Requisitions
- Purchase Order Entry
- Purchase Order Receipts
- Service Dispatch
Accounts Payable Cycle
- A/P Invoice Entry
- Matching A/P Invoices
- Purchase Returns & Credits
- Posting Transactions
- Aged Payables & Vendor History
- GL Transaction Reports
- Payable Payment Entry & Inquiry
- CRM Contact Center
CRM Contact Center
- Contact Center overview
- Customizing the look and feel
- Integration
- Task management
- History - The one-stop shop
- Parts list - a view VISUAL does not give
Engineering
- Shop Resource Maintenance
Capacity
Defining Groups
Resource Calendars
Resource Calendar Exceptions
Shop Views
Defining Operation Types
- Manufacturing Window Theory
- Work Orders vs. BOM’s and Routings
Operations
Material Requirements
Outside Services
Manufacturing Window Tools and Usage
- Tools for building structures
Importing/Exporting
Scheduling Options
Material Availability Checks
Purchasing Materials/Services
Viewing Costing Information
Viewing Job Status
Financial Report Writer
- G/L and Its Role in Financial Report Writer
- Generating a Report using the Wizard
- Defining Lines
- Defining Columns
- Copying Line Formats
- Adding Sub & Grand Totals
- Report Writer Header Options
- Printing Reports
- Formatting Reports
- Changes/additions to Chart of Accounts
- Adding mathematic functions:
- Variances from Budget
- Adding percents
- Statistical Analysis – using Consolidation
- Creating Sample reports:
- 12 column monthly P&L
- 4 column quarterly report
- Comparative P&L with variances and percents
Advanced Scheduling (2 Session Class)
- Infinite vs. Finite scheduling
- Backward vs. Forward scheduling
- Efficiency/utilization
- Capacity settings to match utilization
- Concurrent resources
- Move hours/min move qty
- Dates, dates, dates!
- Purchase Order dates
- Work Order dates
- Concurrent Scheduler Preferences
- Work Order Priorities
- Dispatch Report auditing
- Open Work Order report
- Open PO report
- Labor ticket audit
- Material issue audit
- App Global settings
Physical Inventory
- Inventory Transaction Entry Procedures
- Negative Inventory
- Physical Inventory Count Setup
- Cycle Count Setup
- Auditing Physical Counts
Year End Close
· Sub Ledger Integrity
oWIP
oInventory
oPurchase Receipt Accrual
· Initial Year End Entry
· Year End Entry Post Audit Review
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