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
  • Infor ERP VISUAL
  • Outlook
• Task management
• History - The one-stop shop
• Parts list - a view VISUAL does not give

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
• Formating 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