--- title: VISUAL Training | Visual South description: Get remote VISUAL training for new employees, employees in new positions, or just to deepen an employee's VISUAL knowledge. --- [![Visual South](https://www.visualsouth.com/hs-fs/hubfs/VisualSouthLOGOvector3015%20175w.png?width=175&height=88&name=VisualSouthLOGOvector3015%20175w.png "Visual South")](https://www.visualsouth.com/) [![Free Consultation](https://no-cache.hubspot.com/cta/default/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a) ![AdobeStock_61736003](https://www.visualsouth.com/hs-fs/hubfs/AdobeStock_61736003.jpeg?width=2000&name=AdobeStock_61736003.jpeg "AdobeStock_61736003") # VISUAL Training Get the most out of your investment. ## Why VISUAL Training?   ### New employee onboarding Provide new employees a strong foundation on the functionality available. Untrained employees don't benefit from the investment you made in VISUAL; and neither does the company. In addition, untrained employees can populate the database with bad data, hurting downstream departments who rely on that information. ### Refresher courses to get a new perspective If you have been using the ERP the same way for a long period of time, there may be new functionality to make your processes more efficient. ### Remotely delivered, just for you Choose from our menu below, and we will schedule at your convenience. Because these classes are delivered remotely, multiple people can be trained at once. Also, the classes are broken down into 4-hour sessions, not full day sessions. This allows employees to train and still have time for their regular job. [![Want to discuss VISUAL training?](https://no-cache.hubspot.com/cta/default/2623780/bc7b8d5b-5ef5-4e2a-80a6-79db1a5ea75b.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/bc7b8d5b-5ef5-4e2a-80a6-79db1a5ea75b)   ## Here are the topics we offer. Each session is 4 hours. ### VISUAL Overview Session Topics - Basic Navigation, Workflow, Document Lifecycle, Right Click Menus, View Panels, Document Maintenance, Notes/Specifications, Export to Excel, Help Documentation, Infor Support, Search Capabilities, User Defined Fields, Tasks and Activities, Lifecycle Notifications, Messages/Macros, Personal Menu, Dashboards, Standard Reports/Outputs ### Engineering Session 1 Topics - Part Maintenance, Vendor Pricing, Cost Information, Shop Resource Maintenance, Capacity Session 2 Topics - Resource Groups, Resource Calendars, Shop Views, Operation Types, Service Maintenance, Service Parts Session 3 Topics - Vendor Pricing, Service Planning Window, Manufacturing Window, Quote Masters Session 4 Topics - Engineering Masters, Work Orders, Drill-Down Details, Scheduling Options ### Sales/Estimating Session Topics - Customer and Part Maintenance, Estimating Window, Customer Order Entry, Work Orders and Inventory Transactions, Shipping ### Accounts Receivable Session Topics - Costing Utilities, Posting Manufacturing Journals, Return Material Authorizations, Invoicing, Cash Application, Receivable Inquiry, Collections ### Purchasing Session Topics - Vendor Maintenance and Set-Up, Warehouse and Locations, Vendor Quotes, RFQ Entry, Purchase Requisition, Creating a Purchase Order, Receiving, Service Dispatch ### Accounts Payable Session Topics - Accounts Payable Invoice Entry, Matching AP Invoices, Purchase Returns and Credits, Posting Transactions, Aged Payables Vendor History, GL Transaction Reports, Payable Payment Entry and Inquiry ### Scheduling Session 1 Topics - Scheduling Concepts, Scheduling Options, Scheduling Preferences, Shop Resource Maintenance Session 2 Topics - Resource Groups, Shop Views, Work Order Priorities, Material Availability Session 3 Topics - Concurrent Resources, Groups and Concurrent Resources, Global Scheduler, Scheduling Window Session 4 Topics - Scheduling Reports, Dispatch Report, Work Order Status Report, Foreman's Report ### Audit & Closing Session 1 Topics - Reconcile Cash Book to Bank, Audit Payables Audit, Accruals Audit, PO Accrual Report, PO Accrual Analysis, Uninvoiced Receiver Analysis Session 2 Topics - Inventory Audit, Inventory Balance Report, Inventory Valuation Report, Inventory Cost Layer Detail Session 3 Topics - Costing Utilities, FIFO Analysis Session 4 Topics - Work In Process Audit, WIP Balance Report, Recalculate WIP Balances, WIP Valuation Report, Journal Preparation Analysis, Gross Profit Audit, Job Costing Audit ### Material Planning & Inventory Management Session 1 Topics - Warehouse Maintenance, Independently Planned Warehouses, Order Policies Session 2 Topics - Unit of Measure Conversions, Material Planning Window, Master Production Schedule Session 3 Topics - Material Requirements Planning, Outside Service, Outside Service Planning Window, Outside Service Dispatch Session 4 Topics - Physical Inventory, Cycle Count, ABC Analysis Session 5 Topics - Consignment Inventory, Advanced Material Planning Module, Forecasting ### Reporting Session 1 Topics - Review of the OpenText Reporter, Installing OpenText Reporter, Connecting to the VISUAL Database, VISUAL Database Architecture, Modifying Standard Report Output Formats Session 2 Topics - Creating Your Own Database Query, Query Tool in VISUAL, Creating Your Own Custom Reports, Intro to SSRS, Relational Database Structure Session 3 Topics - Visual Dashboards, Delivered Analytics, How to Create Custom Analytics ### Costing Session 1 Topics - Costing Methods, Shop Resource Maintenance, Service Maintenance Session 2 Topics - Employee Maintenance, Part Maintenance, G/L Interface Session 3 Topics - Costing Utilities, Building Estimates and Standards, Cost Simulation, Work Order Cost Flow Session 4 Topics - Adding and Applying Costs, Receipts and Shipments, Auditing Features and Reports, Splits and Co-Products ### Multisite Functionality Session Topics - Tenant/Site, Intercompany Transactions, Financial Reporting, Site Specific Functionality, Site Security Considerations   ## Success Stories "On more than one occasion, they went beyond…the normal call of duty. I can’t say enough about what they did to help me personally as well as the company as a whole." Gail Ballentine Accounting Manager, MinTel Communications [![Want to discuss VISUAL training?](https://no-cache.hubspot.com/cta/default/2623780/bc7b8d5b-5ef5-4e2a-80a6-79db1a5ea75b.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/bc7b8d5b-5ef5-4e2a-80a6-79db1a5ea75b) #### Services [Infor ERP Consulting](https://visualsouth.com/erp-consulting/) [Infor ERP Support](https://www.visualsouth.com/support) [ERP & ISM Implementation](https://visualsouth.com/erp-ism-implementation/) [Upgrade](https://www.visualsouth.com/upgrade) [Scheduling Workshop](https://www.visualsouth.com/scheduling-workshop) [Application Development](https://visualsouth.com/custom-applications/) [Application Process Review](https://visualsouth.com/application-process-review/) #### Products [CloudSuite Industrial (SyteLine)](https://visualsouth.com/cloudsuite-industrial/) [AI for Infor ERP](https://www.visualsouth.com/infor-velocity-suite) [Infor VISUAL](https://visualsouth.com/infor-erp-visual/) [VISUAL Shop Floor Mobile](https://www.visualsouth.com/visual-shop-floor-mobile) [Infor Quality Management](https://www.visualsouth.com/iqm) [Infor CRM](https://visualsouth.com/infor-crm/) [Configure Price Quote](https://visualsouth.com/infor-cpq/) [Power BI](https://www.visualsouth.com/power-bi-reporting-and-analytics) [ERP for Government Contractors](https://www.visualsouth.com/erp-for-government-contractors) [CADLink](https://www.visualsouth.com/cadlink) [Related Products](https://www.visualsouth.com/related-products) #### RESOURCES [Blog](https://www.visualsouth.com/blog) [YouTube Channel](https://www.youtube.com/user/VisualSouth) [Subscribe By Email](https://www.visualsouth.com/subscribe-to-insights) #### [SUCCESS STORIES](https://visualsouth.com/success-stories/) #### [ABOUT](https://www.visualsouth.com/about-us) #### Get In Touch [Contact](https://www.visualsouth.com/contact-us) [Free Consultation](https://www.visualsouth.com/free-assessment) [Privacy Policy](https://www.visualsouth.com/privacy) --- **2315 West Arbors Drive Suite 205 Charlotte, NC 28262 **704-721-6020 **![inforbadge_goldpartner-1](https://www.visualsouth.com/hs-fs/hubfs/inforbadge_goldpartner-1.png?width=287&name=inforbadge_goldpartner-1.png)**   © 2026 Visual South. 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