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Course Overview

Oracle R12 General Ledger Course Overview

This course covers all the key areas of end user functionality provided in Oracle General Ledger. Routine tasks such as journal processing,inquiries and running reports are all covered within the syllabus,with extensive opportunities for delegates to practice as the course progresses.

Course Objectives

To provide delegates with basic navigation skills and an appreciation of terminology used in Oracle Financials; to process manual journals from start to end; to carry out inquiries; to define and run FSG reports and to use Report Manager to publish and interrogate them.

Course Content

Oracle R12 General Ledger Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Oracle General Ledger – Keywords and Concepts
Transactions
Balances
Overview of the General Ledger
New Features in Release 12
Chart of Accounts
Accounts and Periods
Ledgers and Ledger Sets

Session 2: ACCOUNTING CALENDARS

Accounting Periods
Accounting Calendars
Posting Account Balances
Oracle General Ledger Features

Session 3: ACCOUNT FLEXFIELD DESIGN

Key Flexfield Overview
Account Code Combinations Review High-Level Invoice Information

Session 4: NAVIGATION

Login and Logout of Oracle
The Navigator Functions Tab
The Navigator Top Ten List
The Navigator Documents Tab
The Navigator Processes Tab
Oracle Window Features and Terminology
Oracle Form Features and Terminology
Flexfields
Icons
Enter and Find Data
Attachments
Folders
Profile Options
Oracle Help

Session 5: GENERAL LEDGER INQUIRIES

General Ledger Inquiries
Funds Available Inquiries
Inquiring on Actuals
Inquiring on Encumbrances
Inquiring on Budgets

Session 6: JOURNALS

Create a Manual Journal
Create a Statistical Journal
Create a Mixed Journal
Create a Reverse Journal
Generate a Reverse Journal
Find and Amend a Journal
Post a Journal Batch
Create a Fixed Recurring Journal Template
Generate a Recurring Journal Template
Create a Formula Recurring Journal Template
Journal Reconciliation

Session 7: WEB ADI

Use the Journal Wizard to enter and upload a journal
Use the Budget Wizard to enter and upload budgets
Use the Currency Rates Manager to enter and upload exchange rate information

Session 8: JOURNAL RECONCILIATION

Set up Journal Reconciliation
Reconcile Journals
Run Reconciliation Reports
Reversal of Reconciliation process

Session 9: MONTH AND YEAR END PROCESS OVERVIEW

Month and Year End Process Overview
Oracle Data Flow Across Ledgers
Steps for General Ledger Month and Year End

Session 10: GENERAL LEDGER USER EXERCISES

Run a Trial Balance Summary Report
Inquire on Account – Actual Amounts
Inquire on Account – Actual v Budget Amounts
Inquire on Journals
Enter a Journal – (standard and via Journal Wizard)
Post Journals
Enter Journal Batches
Reverse an Existing Journal
Post the Reversal
Define Recurring Journals
Generate a Recurring Journal
Create a Folder Definition
Run Standard Reports

Oracle R12 General Ledger Training Course

Course Contents – DAY 2

Session 11: OVERVIEW OF REPORTING TOOLS

Overview
Oracle General Ledger StandardReports
Report Categories
Financial Statement Generator
Oracle Financial Analyzer
Oracle Discoverer
Rxi Reports Administration Tool
Oracle Reports
SQL * Plus Reports
Comparison of Reporting Tools

Session 12: STANDARD GENERAL LEDGER REPORTS

Concurrent Manager
Concurrent Processing Definitions
Useful Standard Reports
Submit Request Flow
Run a Standard General Ledger Report
Scheduling Options
Completion Options
View Requests

Session 13: THE FINANCIAL STATEMENT GENERATOR

Introduction to FSG Reporting
FSG Components
Plan an FSG Report
Sets
Predefined Row and Column Sets
Define Row and Column Sets
Generate an Ad Hoc FSG Report
Define Row Sets
Define Column Sets
Define an FSG Report
Run an FSG Report
Use a Content Set

Session 14: REPORTING WITH REPORT MANAGER

Overview of Report Manager
Report Manager structure and access
Publish a report to Reports Repository
View a report in Reports Repository
Publish a report from eBusiness homepage
Analyse a financial report with Report Manager

Session 15: FSG EXERCISES

Define a Row Set
Define a Column Set
Define an FSG Report
Run an FSG Report
View Report Requests
Define a Content Set
Define Display Groups and Display Sets
Define a Row Order

Session 16: REPORT MANAGER EXERCISES

Publish a report from a form function
Analyse Report Output
Export Analysis to MS Excel
View a Report from Repository Management

Course Overview

The Oracle R12 Advanced Collections course provides a thorough introduction to using the Dunning based Collections method provided by Oracle R12 Advanced Collections. Delegates will learn the key steps involved in the configuration of Oracle R12 Advanced Collections together with its use in day to day operations.

Course Objectives

By the end of this Oracle R12 Advanced Collections course delegates will be able to differentiate between the two key Collections methods. They will be able to identify,review and update key set up steps for Dunning-based credit control. They will be able to carry out day to day administrative tasks for Dunning-based Collections,as well as the range of Collections Agent user tasks,including running reports and reviewing customer metrics.

Course Content

Oracle R12 Advanced Collections Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Collections Responsibilities
Collections Agent
Collections Manager
Collections Administrator
Collection Methods
Dunning based Collections
Operational Data Levels

Session 2: SETUP IN RELATED APPLICATIONS

Set up in Related Applications
Define Employees
Define Collectors
Define Resource Groups
Define Resources
View Resource Hierarchy
Assign Collectors
Define Profile Classes
Other Related Applications
iReceivables
Notes
Tasks
XML Publisher
Customer Interaction Tracking
Oracle Customer Interaction History
Other Applications

Session 3: DUNNING SETUP OVERVIEW

Dunning Set up
Set up Questionnaire
Pre-configured Elements
Collectors Work Queue Nodes
Work Queue Profile Options
Dunning Plan Set up Requirements
Set the Collections level
Create Templates for Dunning Correspondence
Select an Aging Bucket for Dunning Plans
Set Dunning level
Create a Dunning Plan
Set up the UWQ for Dunning Plans
Review Scoring Engines

Session 4: STRATEGY SETUP OVERVIEW

Strategy Overview
Scoring Components
Scoring Engines
Work Items
Strategies
Strategy Defaults
Enabling Strategies tab in Collections window

Session 5: USER PROCEDURES

Advanced Collections User Interface
Collections window
Collections tab
Profile
History
View Correspondence History
View Adjustment History
View Promises History
View Dispute History
View Interaction History
Accounts
Transactions
Aging
Notes
Tasks
Collectors Work Queue
Customer Search
Quick and Expanded Search
Saved Results
Designating Collections and Dunning Contacts
Transaction Processing
Payment Processing
Promises to Pay
Reversing Payments
Adjusting Invoices
Place an Invoice in Dispute
AR Credit Memo Approval Request
Working with the eBusiness Center
Process a Callback
Creating Tasks Manually
Broken Promise Items
Transfer ownership of a Callback task
Update a Callback task
Reassign Ownership
Reassign Ownership for a Fixed Time Period

Session 6: ADMINISTER DUNNING PLANS

Dunning Plan Administration
IEX: Promise Reconciliation
IEX: Scoring Engine
IEX: Send Dunnings for Delinquent Customers
IEX: Create Dunning and Broken Promise Callbacks
IEX: Populate UWQ Summary Table

Session 7: REPORTS

Reports
Campaign / Collector Outcome Summary Report
Promise Reconciliation Report
Payment Campaign / Collector Summary / Detail Report
Collections Campaigns

Session 8: LATER STAGE DELINQUENCIES

Enable the Lifecycle tab in Collections
Updating a Delinquency
Litigation
Repossession
Bankruptcy

Session 9: METRICS

Metrics
View existing Metrics
View Metrics in Collections window

Course Overview

The Oracle R12 Accounts Receivable Setup & Management course provides a full introduction to the steps involved in configuring R12 Accounts Receivable.

Course Objectives

By the end of this course delegates will be able to define the key implementation steps in Oracle R12 Accounts Receivable. They will be able to implement or update options in respect of Invoicing and Receipting.

Course Content

Oracle R12 Accounts Receivable Setup & Management Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Introduction
Overview of Oracle Receivables
Oracle Receivables Workflow
Integration with other modules
Overview of Receivables in the Order to Cash Process
Overview of the Receivables Process
Key Set Up Steps
System Options
Receivables Profile Options

Session 2: MANAGING PARTIES AND CUSTOMER ACCOUNTS

Introduction
Definitions
Enter,View and Update Party and Customer Account Information
Enter New Customer Information
Add a New Customer Account to an Existing Party Account
Payment Terms
Discounts
Customer Profile Classes
Balance Forward Billing
Terms
Collectors
Invoicing
Statements and Dunning
Receipts
Late Charge Profile
Profile Class Amounts
Party Paying Relationships
Enabling Customer Account Relationships
Run a Customer Relationships Listing
Merging Parties and Customer Accounts
Identifying possible Duplicate Customers
Define Collectors
Taxable Freight Charges

Session 3: USING AUTOINVOICING

Introduction
Processing Invoices using Autoinvoice
Running AutoInvoice Import
AutoInvoice Reports
Running Autoinvoice Purge
Autoinvoice System Options
Tuning Segments
Overview of the Autoinvoice process
Autoinvoice Processing Phases
Reviewing and Correcting Autoinvoice Exceptions
Importing Data from External Systems

Session 4: INVOICE PROCESSING SETUP

Entering and Completing Invoices
Validation for completing a Standard Transaction
Correcting Invoices
Raise a Credit Note in respect of an Invoice
Void an Invoice
Define Transaction Types and Sources
Transaction Batch Sources
Define a Transaction Batch Source
Define a Transaction Type
Printing Transactions and Statements
Profile Options
System Options
Payment Terms
Standard Messages
Statement Cycles
Event Based Management
Define a Revenue Contingency
Create an Accounting Rule
Create a Standard Memo Line
Assign the Accounting Rule to an Item
Entering Invoices with an Accounting Rule manually
Scheduling Revenue
Promised Commitments
Commitment Types
Define Transaction Types
Entering and Applying a Commitment
Accounting Entries

Oracle R12 Accounts Receivable Setup & Management Training Course

Course Contents – DAY 2

Session 5: BILL PRESENTMENT ARCHITECTURE

Introduction
Template Management
Default Templates
Duplicate Templates
Content Items
External Templates
Templates Rules and Assignment
Print Management

Session 6: IMPLEMENT RECEIPTS

Business Process Considerations
Applying Receipts using Different Methods
Manual Receipt Processing
Automatic Receipt Processing
Application Rule Sets
Using Balancing Segments
Creating Chargebacks Adjustments and Claims
Profile Option
Applying Non-Manual Receipts
Creating an Automatic Receipt Batch
Define a Receipt Method and Receipt Class
Assign the Receipt Method to Bank Accounts
Formatting Programs
Using Autolockbox
Define Autocash Rule Sets
Define Lockboxes
Define Transmission Formats
Running Autolockbox
Defining Write Off and Adjustment Approval Limits
Submit Auto Adjustments window
Define a Receipt Class
Create a Receipt Method
Assign Remittance Banks
Receipt Sources
Define Document Sequences
Define Receivable Activities
Activity Types
Creating a new Receivable Activity
Distribution Sets

Session 7: TAX PROCESSING

Understanding e Business Tax Setups for Receivables
Jurisdictions
Regimes
Statuses
Taxes
Tax Rates
Tax Rules
Tax Accounts
Regime to Rate Flow
Party Tax Profiles
Application Tax Options

Session 8: PERIOD CLOSING

Introduction
Using the Submit Accounting Program
Defining Procedures required to close a Period
Internal Reconciliation Process
External Reconciliation Process
Journal Import Reconciliation
Reports used in the Period Close Process
Control Receivables Accounting Periods
Running the Revenue Recognition Program
RAM Wizard
Revenue Recognition Programs
General Ledger Interface Program

Course Overview’

The Oracle R12 Accounts Receivable New Features for Experienced 11i Users course is designed to give delegates practical experience of implementing and using the new features available in the Oracle R12 Accounts Receivable module.

Course Objectives

To provide the skills necessary to setup customers,manage parties,setup revenue recognition rules and processing,define net agreements and batches,understand the bank account model,use advanced cash application functionality,create and enquire on subledger accounting,define receivables application tax options in Tax Manager,understand the principles of multi-organisation access control.

Course Content

Oracle R12 Accounts Receivable New Features for Experienced 11i Users Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of New Features in Release 12 Receivables
Integration with Other Modules

Session 2: New Customer Set Up

Customer Set Up

Session 3: Manage Parties

Manage Parties

Session 4: NEW BANKING FEATURES

The Bank Account Model
Define Netting Agreements and Netting Batches
Advanced Cash Application Functionality

Session 5: NEW SUBLEDGER ACCOUNTING FEATURES

Create Subledger Accounting
Enquire on Subledger Accounting

Session 6: THE TAX MANAGER

Revenue Recognition Rules and Processing
Using the Tax Manager
Define Receivables Application Tax Options
Migrate Taxes from 11.5 to 12
Migrate tax Codes and Tax group

Session 7: MULTI ORGANISATION ACCESS CONTROL

Principles of Multi-Organisation Access Control

Session 8: ACCOUNTS RECEIVABLE EXERCISES

Course Overview

The Oracle R12 Accounts Receivable course is designed to give delegates practical experience of working with the Oracle Accounts Receivable module. It is end-user focused and includes all the day to day tasks such as setting up customer accounts,raising invoices and credit notes and applying cash together with making inquiries and running standard reports.

Course Objectives

To provide the skills necessary to manage customers,process invoices,apply receipts from customers to invoices and accounts,carry out enquiries,submit reports,close Accounts Receivable periods and transfer transaction details to the General Ledger.

Course Content

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of Oracle Receivables
New Features in Release 12 Receivables
Integration with Other Modules
Receivables Interfaces
Overview of Receivables in the Order to Cash Process

Session 2: OVERVIEW OF THE CUSTOMER DATABASE

Overview of the Customer Database
Customer Profile Classes
Customer Accounts

Session 3: MANAGING CUSTOMERS

Create and Apply a Customer Profile Class
Find a Customer
Find a Range of Customers
Create a New Customer
Amend Customer Details
Merge Customers

Session 4: TRANSACTIONS

Overview of the Transaction Process
Invoices
Tax Considerations – VAT
Automatic Account Generation
Print Transactions
Debit and Credit Memos
Receipts
Adjustments
Commitments
Refunds to Customers
Transfer to Doubtful Debt

Session 5: INVOICING

Raise an Invoice
Raise an Invoice Batch
Enter Invoices with Instalments
Enter and Apply a Deposit
Create a Copy Invoice
Void an Invoice
Raise a Credit Note
Raise a Credit Note on Account
Apply a Credit Note on Account
Project Billing and Project Invoices

Session 6: RECEIPTS PROCESSING

The Receipt Process
Receipt Creation Methods
The Receipts Window
Receipt Status
Enter a Manual Receipt
Enter/Apply a Foreign Currency Receipt
Review a Receipt
Reverse a Receipt
Reverse a Reconciled Receipt
Remit a Receipt
Manual Receipts Compared To QuickCash Receipts
Receipt Batches
Search and Apply
Process a QuickCash Batch

Session 7: CUSTOMER FOLLOW-UP

Review a Customer Account
Review Balances by Aging Bucket
View Transactions
Disputed Items
Credit Holds
Dunning Letters
Statements
Create a Task

Session 8: POSTING

Create Accounting
Submit Accounting
Revenue Recognition
The Posting Execution Report

Session 9: RECONCILIATION

Customer Account and Balance Due
Receivables Accounting Periods
Reconcile Receivables
Reconciliation Reports
Reconciliation Processes

Session 10: IMPLEMENT CUSTOMER INVOICING

Transaction Types and Sources
Payment Terms
System Options
Collectors
Taxable Freight Charges

Session 11: IMPLEMENT RECEIPTS

Receivables Activities
Create a Receivables Activity
Create a Distribution Set
Tax Code Source
Define Bank Accounts
Define a Receipt Class
Receipt Sources
Define Document Sequences

Session 12: RECEIVABLES PROFILE OPTIONS

Tax Profile Options
Accounts Receivable Profile Options

Session 13: AR CREDIT MEMO APPROVAL PROCESS

Place an invoice in dispute
Approval levels
View Dispute History
Define Approval Limits
Assign the Receivable Role to a User
Worked Example with Approval
Worked Example with Rejection

Session 14: CUSTOMER REFUND PROCESSING

Define a Receivable Activity for Refunds
Specify Receipt Handling for Credits
Define Receipt Method Defaulting Rule
Refund by Electronic Payment Method
Worked Example

Session 15: AUTOINVOICE INTERFACE

Use the Autoinvoice Interface to Generate Invoices

Session 16: ACCOUNTS RECEIVABLE EXERCISES

Create a Customer Profile Class
Enter New Customers
Enter Batches of Invoices
Copy Invoices
Void a Transaction
Enter Credit Notes for Specific Invoices
Create an On-Account Credit Memo
Enter Receipts for Single Invoices
Enter Receipts for Multiple Invoices
Enter a Miscellaneous Receipt
Enter an Unidentified Receipt
Reverse a Receipt
Reapply a Receipt
Adjustments and Write-Offs for an Invoice
Approve Adjustments and Write-Offs
Create an Automatic Receipts Batch
Create a Remittance Batch
Run a Standard Report

Session 17: DEBT MANAGEMENT EXERCISES

Amend Customer Details
Merge Customer Details
View Customer Account Information
Customer Search Inquiry
Place an Invoice Item in Dispute
Remove an Invoice Item in Dispute
Place a Customer Account on Credit Hold
Generate Statements

Course Overview

The Oracle R12 Accounts Payable New Features for Experienced 11i Users course is designed to give delegates practical experience of implementing and using the new features available in the Oracle R12 Accounts Payable module.

Course Objectives

By the end of this Oracle R12 Accounts Payable New Features for Experienced 11i Users course,delegates will be able to understand the new features embedded in Oracle R12 Accounts Payable and implement them within the payables process. In particular delegates will be able to manage suppliers,work with the Party Manager and Payables Invoice Workbench,understand the bank model,work with the Payments Manager,create netting agreements and batches,understand and setup and utilise subledger accounting,define the Payables application tax options in Tax Manager and understand the principles of multi-organisation access control.

Course Content

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of New Features in Oracle Release 12 Accounts Payables
Integration with Other Modules

Session 2: SUPPLIER SETUP NEW FEATURES

New Supplier Setup Features
Work with the Party Manager

Session 3: INVOICE WORKBENCH

Work with the Payables Invoice Workbench

Session 4: PAYMENT BANKS AND PAYMENT PROCESSING

The Bank Model
Working with the Payments Manager
Create Netting Agreements and Netting Batches

Session 5: SUBLEDGER ACCOUNTING

Principles of Subledger Accounting
Create Subledger Accounting
Enquire on Subledger Accounting

Session 6: THE TAX MANAGER

Define Payables Application Tax Options

Session 7: MULTI ORGANISATION ACCESS CONTROL

Principles of Multi-Organisation Access Control

Session 8: ACCOUNTS PAYABLE EXERCISES

Course Overview

Oracle R12 Accounts Payable Course Overview

The Oracle R12 Accounts Payable course is designed to give delegates practical experience of working with the Oracle Accounts Payable module. It is end-user focused,encompassing all day to day tasks such as invoice and payment processing,making inquiries and running reports together with month end procedures.

Course Objectives

By the end of thisOracle R12 Accounts Payable course delegates will be able to use Oracle Payables to manage the payables process. In particular delegates will be able to manage suppliers,process invoices and credit notes,carry out a payment run with the new Payment Manager,submit reports,close accounts payable periods and transfer accounting details to the General Ledger.

Course Content

Oracle R12 Accounts Payable Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of a Payables System
Additional Features of Oracle Payables
New Features in Release 12 Payables
Integration with Other Modules
The Payables Cycle

Session 2: ENTER INVOICES

Invoice Types
Invoice Matching
Invoice Import
Invoice Gateway
Enter a Non Purchase Order Invoice
Enter a Standard Purchase Order Invoice
Process a Credit Note – Match to a Purchase Order
Process a Credit Note – Match to an Invoice
Recurring Invoices
Applying Prepayments to an Invoice
Foreign Currency Invoices
Entering Taxes on Invoices
Debit memos

Session 3: INQUIRY ON INVOICES

Invoice Inquiry Overview
Find Invoices
Find Invoice Distributions
Calculate Supplier Balances
Review High-Level Invoice Information

Session 4: APPLY AND RELEASE HOLDS

Types of Hold
Apply a Manual Invoice Hold
Release a Manual Invoice Hold

Session 5: APPROVE INVOICES

Approval Methods
Approve a Non-PO Invoice

Session 6: ADJUST OR CANCEL INVOICES

Add an Attachment to an Invoice
Adjust an Invoice
Cancel an Invoice
Create and Use a Clearing Payment Type

Session 7: PAYMENT BANKS AND PAYMENT PROCESSING

Payment Workbench
Manual and Quick Payments
Payment Methods
Process a Payment Batch
Cancel a Payment Batch
Stop / Void a Payment
Set Up an Internal Bank Account

Oracle R12 Accounts Payable Training Course

Course Contents – DAY 2

Session 8: SUPPLIER DATA

Supplier Sites
Supplier Account Balances
Inquire on a Supplier
Add a Supplier
Amend an Existing Supplier
Merge Suppliers / Supplier Sites
Add an Attachment to a Supplier Record

Session 9: GENERAL LEDGER TRANSFER

Accounting Methods
Accounting Entries for Payables Transactions
Create Accounting Process

Session 10: INTEGRATION WITH OTHER MODULES

Integration with Oracle Purchasing
Integration with Oracle Assets
Integration with Oracle Self-Service Web Applications
Integration with Oracle Receivables
Integration with Oracle Projects

Session 11: PAYABLES SET UP OVERVIEW

Define Financials Options
Define Payables Options
Define Special Calendars
Define Purchase Order Matching and Tax Tolerances
Define Invoice Hold and Release Names
Create Templates for Entering Expense Reports
Open Payables Accounting Period

Session 12: PAYABLES PERIOD CLOSE

Payables Period End Procedures
Run Payables Accounting Process
Run the Accounts Payable Trial Balance
Control Payables Accounting Period Statuses

Session 13: WITHHOLDING TAX

Set up Withholding Tax
Process invoices with Withholding Tax

Session 14: ACCOUNTS PAYABLE EXERCISES

Enter New Suppliers
Merge Supplier Records
Enter Standard Invoices with Multiple Lines
Enter Invoices Using PO Default
Running Reports
Enter a Credit Memo and Match to a Purchase Order Invoice (Part Value of the Invoice)
Enter an Advance
Invoice Inquiry
Cancel Invoices
Enter an Expense Report and Apply a Prepayment/Advance
Apply a Manual Hold Invoice
Un-Apply a Prepayment
Enter a Discounted Invoice Matched to a Purchase Order
Match a Credit Note to a Standard Invoice

Session 15: ACCOUNTS PAYABLE PAYMENTS EXERCISES

Payables Payment Run
Quick Payment
Void a Single Payment
Apply a Refund

Course Overview

This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management Functional Consultant, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Course Content

1- Create products and product masters in Dynamics 365 Supply Chain Management

Introduction
Product information workspace
Concept of a product
Create products
Set up unit conversions
Batch disposition codes
Default order settings
Define products as not stocked
Create product masters with variants
Gain productivity by using the Variant suggestions page
Create and set up category hierarchies and attributes
Set up item pricing
Lab – Create a product and product master
Check your knowledge
Summary

2- Create bill of materials in Dynamics 365 Supply Chain Management

Introduction
Work with the BOM designer
BOM and formula versions
BOM line types
BOM levels
Exercise – Create a BOM in the BOM Designer
Check your knowledge
Summary

3- Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

Introduction
Discrete manufacturing life cycle
Master planning and planned production orders
Bills of materials
Working with BOM and item configurations
Create a bill of materials
Production orders
Exercise – Create a simple BOM without a version
Exercise – Create a BOM in the BOM designer
Exercise – Create a BOM with a version
Exercise – Create and process a production order
Check your knowledge
Summary

4- Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

Configure commodity pricing
Configure product compliance
Exercise – Set up commodity pricing
Exercise – Set up pricing calculation
Exercise – Create price data and update agreements
Exercise – Product compliance
Check your knowledge
Summary

5- Configure process manufacturing in Dynamics 365 Supply Chain Management

Introduction
Process manufacturing item types
Production type setup
Set up packaging and batch attributes
Shelf life related setup
Item model group, product compliance, and approved vendors
Catch weight
Transaction adjustments
Catch weight item handling policy
Supported scenarios
Catch weight tags
Configure approved vendors
Exercise – Create an approved vendor list
Exercise – Create and use a partial visibility catch weight item
Exercise – Use catch weight items
Check your knowledge
Summary

6- Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Introduction
Overview of features
End-to-end walkthrough of features
Exercise – Set up demo data for the sample scenario
Exercise – Create a new engineering product
Exercise – Release an engineering product to a local company
Exercise – Review and accept the product before you release it in the local company
Exercise – Use the product in transactions in the local company
Exercise – Add the engineering product to a sales order
Exercise – Request changes in the engineering product
Exercise – Make changes to the product by using an engineering change order
Exercise – Release the changed product
Check your knowledge
Summary

7- Set up versioned products in Dynamics 365 Supply Chain Management

Introduction
Create an engineering organization
Create nomenclature for product versions
Create product version number rules
Create product dimension groups by using the version dimension
Create product life cycle states
Engineering attributes
Product readiness policies
Product release policies
Create engineering categories
Exercise – Create a product readiness policy
Check your knowledge
Summary

8- Configure engineering change management for Dynamics 365 Supply Chain Management

Introduction
Set up engineering change severities
Set up severity rule sets
Set up product owners
Engineering workflows
Exercise – Create a severity rule
Check your knowledge
Summary

9- Request and follow up with product changes in Dynamics 365 Supply Chain Management

Introduction
Engineering change requests
Engineering change orders
Exercise – Create an engineering change request
Check your knowledge
Summary

10- Get started with product configuration in Dynamics 365 Supply Chain Management

Introduction
Overview
Elements of a product configuration model
Expression constraints and table constraints in product configuration models
Validate and test a product configuration model
Finalize a model for configuration
Set up a product configuration model
Calculations for product configuration models
Solver strategy for product configuration
Reuse product configurations
Release a product configuration model
Customize a product configuration model
Exercise – Build and use a product configuration model
Check your knowledge
Summary

11- Work with the costing sheet in Dynamics 365 Supply Chain Management

Introduction
Costing versions
Cost groups
Calculation groups
Costing sheets
BOM calculations
BOM Measurements
BOM Reports
Lab – Analyze BOM costs by using the costing sheet
Check your knowledge
Summary

12- Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

Introduction
Formulas, formula lines, and formula versions
Formula features
Approve and activate formulas and formula versions
Use step consumption
Coproducts
By-products
Burden allocation
Planning items
Exercise – Create co-products and by-products
Exercise – Create a new formula with a version from the Released products page
Exercise – Copy and modify formula versions
Exercise – Create and update a scalable formula
Exercise – Create a percentage-based formula
Exercise – Create a step consumption formula
Check your knowledge
Summary

13- Get started with production control in Dynamics 365 Supply Chain Management

Introduction
Core concepts in production control
Understand unified manufacturing
Manufacturing principles
Overview of the production process and production life cycle
Discrete manufacturing
Process manufacturing
Lean manufacturing
Configure production control for unified manufacturing
Capacity planning
Integration between the General ledger and the Production control modules
IoT intelligence and insights
Lab – Explore production control
Check your knowledge
Summary

14- Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Production input location
Production output location
Staging and order picking
Release BOM and formula lines to the warehouse
Cross-docking
Planned cross docking
Visibility into material exceptions
Lab – Work with warehouse management in manufacturing
Check your knowledge
Summary

15- Work with manufacturing execution in Dynamics 365 Supply Chain Management

Introduction
Understand the manufacturing executions
Identify roles in manufacturing execution
Planning consideration for manufacturing execution
Configure manufacturing execution
Control production with manufacturing execution
Report as finished from the job card device
Lab – Manufacturing execution
Check your knowledge
Summary

16- Get started with Asset Management for Dynamics 365 Supply Chain Management

Overview and benefits
Asset Management terminology and concepts
Functional locations and assets
Assets and work orders
Install the Asset Management mobile workspace
Use the Asset Management mobile workspace
Asset Management integration capabilities
Integrate Asset Management with Dynamics 365 Guides
Check your knowledge
Summary

17- Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Configure workers for work order scheduling
Schedule and dispatch work orders
Calculate capacity load on scheduled work orders
Lab – Set up a preferred worker, and schedule a work order
Check your knowledge
Summary

18- Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Introduction
Procurement scenario
Overview of the procure-to-purchase process
Set up procurement categories
Use procurement catalogs
Create a purchase requisition
Create and process a request for quotation
Create purchase orders
Vendor categories and catalogs
Evaluate a vendor and put a vendor on hold
Use purchasing policies
Lab – Work with procure-to-purchase processes
Check your knowledge
Summary

19- Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

Overview of subcontracting and production flow costing
Subcontracting capabilities
Subcontracting a vendor
Subcontracting service
Transfer activities as subcontracting activities
Subcontracting as an alternate resource
Cost accounting of subcontracted services
Subcontracting cost flow
Backflush costing
Products and material in Work in Progress
Standard cost
Costing lean manufacturing
Calculation of standard cost
Calculate unused quantities
Calculation of production variances to standard cost
Ledger entries created from processing a production flow
Exercise – Set up a default vendor and create a purchase agreement
Exercise – Create a work cell for subcontracting
Exercise – Create an activity-based subcontracting rule
Exercise – Create and schedule kanbans for subcontracting
Exercise – Process and transfer jobs
Check your knowledge
Summary

20- Configure and use agreements in Dynamics 365 Supply Chain Management

Introduction
Work with trade agreements
Create sales agreements
Create purchase agreements
Configure trade allowance management
Configure brokerage contract management
Configure royalty contract management
Configure vendor rebates
Rebate management module
Exercise – Create a purchase agreement
Exercise – Generate and process customer rebates
Exercise – Create trade agreements
Check your knowledge
Summary

21- Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

Introduction
Scheduling options
Split a production order
Operations scheduling
Job scheduling
Scheduling options from the Gantt chart
Resource scheduling
Scrap and waste
Exercise – Start a discrete production order
Exercise – Run a resource schedule
Check your knowledge
Summary

22- Configure and use built-in master planning in Dynamics 365 Supply Chain Management

Introduction
Master planning considerations and setup
Master planning parameters page
Create a master plan
Demand forecasting
Coverage settings
Action messages
Configure intercompany planning
Run plans and firm planned orders
Set up and use the Supply schedule page
Exercise – Firm a planned order
Exercise – Change a planned order type
Exercise – Create and run an intercompany master plan
Check your knowledge
Summary

23- Use Planning Optimization in Dynamics 365 Supply Chain Management

Introduction
Install the Planning Optimization Add-in
Integration and fit analysis
Apply filters to a plan
Master planning with demand forecasts
Planning optimization support for capability-based resource allocation
Priority-based planning
Master planning and purchase trade agreements
Safety margins
Coverage time fences
Approved planned orders
Generate planned production orders
Analyze and approve planned orders
Auto-firming
Planning with negative on-hand quantities
View history and planning logs
Cancel a planning job
Exercise – Set up purchase trade agreements for Planning Optimization
Exercise – Approve a planned order
Check your knowledge
Summary

24- Create and process fixed kanbans in Dynamics 365 Supply Chain Management

Introduction
Understand kanban boards
Configure a fixed kanban rule
Process a fixed kanban
Kanban quantity calculations and circulating kanbans
Exercise – Configure a fixed quantity kanban rule
Exercise – Fixed kanban job processing
Check your knowledge
Summary

25- Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

Batch attributes
Assign and reserve batch attributes
Products that have an active ingredient
Ingredient types
The batch balancing process
Exercise – Create and assign batch attributes
Exercise – Record batch attributes at batch creation
Exercise – Record batch attribute values by using quality orders
Exercise – Reserve batch attributes on sales orders
Check your knowledge
Summary

Course Overview

This two-day iSQI training course is primarily aimed at providing insight into the day-to-day activities of the business analyst (BA) in an Agile development environment. The training gives an overview of the essential differences with the traditional BA role.

Within Agile, business analysis can be seen as a role that is no longer reserved for a business analyst, but which can be filled by several team members. However, some expertise is required.

Certified Agile Business Analysis (CABA) introduces a number of techniques that are well applicable in business analysis in an Agile approach and philosophy. The training can very well be complemented by an Agile Foundation or Practitioner in Agile Quality (PAQ) training, which in addition to the theoretical element, also includes practical simulated Agile iterations.

Course Objectives

With the iSQI® Certified Agile Business Analysis (CABA) certification:

You will have an internationally recognised certification
Articulate the business analyst’s responsibilities to both the enterprise and the agile team
Understand the business analyst’s contribution to the agile process analysis frameworks
Identify business analysis specific techniques that contribute to the delivery of artefacts that add value to the enterprise initiating agile projects
Appreciate the importance of, and how to contribute to, continuous improvement through retrospectives

Course Content

What is Business Analysis?
What is agile?
Common agile approaches
BA techniques in agile projects
See the whole
Think as a customer
Determine what’s of value
Get real with examples
Understand what’s doable
Stimulate collaboration and continuous improvement
Avoid waste
Review and close

Course Overview

ISO/IEC 27002 Foundation training enables you to learn the basic elements to implement Information Security Controls as specified in ISO/IEC 27002. During this training course, you will be able to understand how ISO/IEC 27001 and ISO/IEC 27002 are related to ISO/IEC 27003 (Guidelines for the implementation of ISMS), ISO/IEC 27004 (Measurement of Information Security) and ISO/IEC 27005 (Risk Management in Information Security).

After completing this course, you can sit for the exam and apply for the “PECB Certificate Holder in ISO/IEC 27002 Foundation” certificate. A PECB Foundation Certificate shows that you have understood the fundamental methodologies and management approach.

Course Objectives

Understand the implementation of Information Security Controls in accordance with ISO/IEC 27002
Acknowledge the correlation between ISO/IEC 27001, ISO/IEC 27002 and other standards and regulatory frameworks
Understand the approaches, methods and techniques used for the implementation of Information Security Controls

Course Content

Day 1: Introduction to ISO/IEC 27002 and Information Security Management System
Day 2: ISO/IEC 27002 Controls and Certificate Exam