This one-day course will provide training necessary to support the system operation.  The material covered is broken down into three sections: iSeries Structure, Work Management, and Additional iSeries Operations. Section 1 includes menu design, CL commands, hardware/software, messaging, and on-line help.  Section 2 covers managing unprocessed jobs through the managing of spool files and printer.  Section 3 includes system security, configuring/monitoring devices, backups, journaling, problem determination, and PTF’s.  This course is designed for all users who are responsible for supporting the iSeries system (System Operators, Backup Personnel, IT Personnel, etc.).

This one-day course will provide training necessary to develop and implement a maintenance strategy to reduce the impact to iSeries system operations that result from unplanned outages or program failures.  The course includes three sections: OS/400 Cumulative PTF Package, Client Access Service Pack, and XA PCM Tapes.  Each section covers all prerequisites that need to be done before the installation as well as the installation procedure and post-installation instructions.  This course is designed for all users who are responsible for iSeries, PC, and XA Program Maintenance.

iSeries Query

The purpose of this one-day course is to teach the basic fundamentals of iSeries Query.  Students will learn how to create reports using a simple file database on the system.  Hands-on exercises progress from creating a report using one file to creating a report using up to three files.  This course is designed for all users who want to use Query 400 to retrieve information from the database on their system. 

Customer Service

Customer Order Management

This four-day course covers interfaces to Material Requirements Planning, Accounts Receivable, and Inventory Management with a major emphasis on the COM database, pricing, the order entry process, the pick/pack/ship process, and invoicing.  Sessions will consist of lecture, discussion, and hands-on exercises.  All topics are discussed in depth with hands-on exercises.  This course is designed for users from the Customer Service and Distribution Departments.

Customer Order Management Overview

This high-level, ½ day, overview course is intended to provide a basic understanding of the benefits of COM to individuals directly or indirectly affected.  The broad aspects of order processing, pricing, and the COM information flow with other XA modules will be discussed.  This course is designed for users from the Customer Service, the Order Entry, the Sales/Marketing, the Accounts Receivable, and the Distribution Departments.

Customer Service Management

This one-day Customer Service Management (CSM) course is the new Client Server front end to Customer Order Management.  It is built around some of the data base objects central to customer order management.  Attendees will explore these objects in detail plus other new functions not previously available in customer order management.  Topics include: file maintenance, search and drill down for inquiries, customer order entry & maintenance, inquiries for packing, shipping, and invoicing, and report options.  Attendees will learn the skills required to use these tools on a daily basis.  This course is designed for users from the Customer Service and Distribution Departments who have either taken the Customer Order Management and XA Browser courses or have experience working with both of these applications.

Financials

AM - Accounts Payable

This two and one-half day Accounts Payable course for Account Management financials focuses on being able to maintain files, reconcile checks and deposits, enter and pay invoices.  It covers the special functions of use tax, 1099’s, year-end, manual and prepaid checks.  All reports and inquiry functions are covered.  Hands-on exercises reinforce discussion materials.  This course is designed for users in the Accounts Payable Department.

AM - Accounts Payable Interface

Using purchasing information, this one-day Accounts Payable Interface course for Account Management financials will provide students with the knowledge required to process accounts invoices.  Discussion will include variances, use tax, multi-currency, landed costs, and the effects the systems have on one another.  Hands-on exercises reinforce discussion materials.  This course is designed for users in the Accounts Payable Department responsible for processing invoices with matching to purchase orders/receipts.

AM - Accounts Receivable

Defining the customer master and related code files is just the tip of the iceberg for this one-day Accounts Receivable course for Account Management financials.  Discussion covers related interfaces, tailoring questionnaire, and credit as it relates to COM orders.  Upon completion, the student will be knowledgeable in the areas of cash, adjustments, invoicing through A/R, and month end.  Hands-on exercises reinforce discussion materials.  This course is designed for users in the Accounts Receivable Department.

AM - General Ledger

This one-day General Ledger course for Account Management financials is the first day of two-days of G/L and G/L Interface.  An understanding of period end, year-end, and the processing of journal transactions are the main focuses.  Inquiries and report structures are also covered.  Numerous hands-on exercises reinforce material taught.  This course is designed for users responsible for the general ledger.  Please see AM – General Ledger Interface to sign up for the second day.

AM - General Ledger Interface

This one-day General Ledger Interface course for Account Management financials covers the setup and use of the interfaces between the General Ledger and four other XA applications (COM, IM, PC&C, and REP).  Hands-on exercises reinforce discussion materials.  This course is designed for users responsible for setting up and processing the G/L Interfaces and should be taken as the second day after taking AM – General Ledger, but can also be taken as an optional fourth day after taking the Costing Functions course.

AMPlus 

AMPlus is the new client server front end to Infor XA Account Management.  In this one-half day course, the functions made available through this client architecture will be explored.  Topics include: necessary tailoring, search and drill down capabilities, the capabilities of each of the three applications (general ledger, accounts payable, and accounts receivable).  Attendees will learn the skills required to use these modules on a daily basis.  Time will be allotted for hands-on.  This course is designed for users working with XA Account Management financials who have taken one or more of the Account Management courses or who have working knowledge of one or more of these applications.  Students should also have taken the XA Browser course or have working knowledge of this Client Architecture.

Costing Functions

Managing and controlling product costs is essential in today’s business environment.  This three-day course will cover the basic functions of Product Data Management’s standard and current costing system and Inventory Management’s cost system.  Build up of standard costs including material, labor, and overhead will be covered along with inventory valuation, usage costs, and actual costing for manufacturing activity.  Students will learn to utilize the full scope of the system’s capabilities to do standard costing with purchasing and manufacturing variance reporting.  Hands-on exercises, where the students develop their own costing example on the system, reinforce discussion material.  An optional fourth day can be attended covering the General Ledger Interfaces between the General Ledger and four other applications (COM, IM, PC&C, and REP), including both the setup and use of these functions.  See AM – General Ledger Interface.

IFM - Accounts Payable

Upon completion of this two-day course that is aimed directly at the accounts payable employee, attendees will gain extensive skills needed to perform all of the A/P functions that are possible in the International Financial Management (IFM) application.  Topics include: Entity/Personal Account setup/maintenance, Interfaces, Taxes, PO/Non-PO Related Invoice Processing, Automatic and Manual Payment Processing, Bank Reconciliation, Accruals, Copy/Reverse Procedure, Apportionments, Prepayments, Inter-division transfers, Inter-Bank transfers, and Inquiries/Reports.  Numerous hands-on exercises reinforce all topics discussed. This course is designed for users from the Accounts Payable Department, but can be attended by anyone who needs more in-depth training on IFM’s A/P Functions.

IFM - Accounts Receivable

Upon completion of this two-day course that is aimed directly at the accounts receivable employee, attendees will gain extensive skills needed to perform all of the A/R functions that are possible in the International Financial Management (IFM) application.  Topics include: Entity/Personal Account setup/maintenance, COM/IFM Interface, Taxes, Invoicing, Cash Receipt/Application, Inter-division transfers, Notes, Installments, Allocation Entities, Credit/Collection Tasks, and Inquiries/Reports.  Numerous hands-on exercises reinforce all topics discussed.  This course is designed for users from the Accounts Receivable Department, but can be attended by anyone who needs more in-depth training on IFM’s A/R Functions.

IFM - General Ledger 

Upon completion of this two-day course that is aimed directly at the employee in charge of all general ledger processes and reports, attendees will gain extensive skills needed to keep track of and report their company’s assets and liabilities through the general ledger portion of the International Financial Management (IFM) application.  Topics include: Unit/Nature/Period Setup, G/L Interfaces, Journal entries, Repeating Transactions, Apportionments, Inter-divisional accounting, Copy/Reverse Procedure, Period/Year-End Processing, Reporting (Structure setup, Extracts, and Analysis), Budgeting, Foreign/Multiple Currencies, Attributes, and Inquiries.  Numerous hands-on exercises reinforce all topics discussed. This course is designed for users responsible for the general ledger, but can be attended by anyone who needs more in-depth training on IFM’s Ledger & Reporting Functions.

IFM - Managing Basic Financial Records

Upon completion of this five-day course, attendees will have knowledge of the database required to support the use of International Financial Management (IFM).  Establishing and maintaining the database is critical to the effective use of this application area.  Attendees will gain knowledge of all database elements as well as the skills required to successfully maintain and use this database.  Hands-on exercises reinforce the discussion material used in class.  This class is designed for users who are responsible for implementing IFM and maintaining the IFM database.

Processing Payroll

This three-day course teaches the students how the Payroll application works and what specific tasks are required to setup and run accurate Payroll functions.  Upon completion of this course, the student will be knowledgeable in all of the tasks required to successfully complete a payroll run and manage year-end payroll processing.  Hands-on exercises reinforce material presented during the class.  Topics covered in this class include: Setting up required files, managing the deduction process, setting up the tax files, managing the accounting distribution process, time and period data entry, calculating payroll and printing checks, check reversals, using electronic funds transfer (EFT), and period end and year-end process.  This course is designed for users from the Payroll Department.

General

XA Browser (and PowerLink)

XA Browser (Client Architecture) is the new user interface standard to many XA applications such as Customer Service (COM), Engineering (PDM+, EPDM), Inventory Management (IM), Production (MRP), Procurement (PUR), and AMPlus (AR/AP/GL).  It is built around data base objects and allows customization of the working environment.  Topics include: tree structures, lists, views, cards, card files, preferences, templates, subsets, sorts, maintenance history, bookmarks, broadcasting, workbench, and attachments.  Attendees will learn the skills required to use these tools in any application  they use on a daily basis.  Interactive hands-on exercises reinforce the information taught in this one-day class.  This class is a prerequisite for all courses that use the Browser including Customer Service Management (CSM), Procurement Management (PM), Enterprise Product Data Management (EPDM), AMPlus, Order Based Production Management (OBPM), and Materials Management (MM).

XA Security

This ½ day course will show the student how to create user-ID’s with XA and secure access where needed.  Implementing personalized menus, user and application security, and creating AS400 menus with Infor XA options, are among the subjects taught.  This course is designed for the users who are responsible for setting up and/or maintaining security in the XA environment.

XA User Interface

The enhanced functions found in Infor XA enable customizing XA for individual needs without programming modifications.  This ½ day, hands-on course will teach the student how to create and customize help text, screens, menus, and calendar/calculator prompts in addition to tips and cautions.  This course is designed for users who are responsible for customizing XA.

XA XA Database Structures

This one-day course will provide explanation and description of the Infor XA database including XA standards and database layouts.  In addition, each student will become familiar with tools available to work with the files.  This class will provide the student a base knowledge for the Infor XA database.  A major focus will be given to the Customer Order Management (COM) database.  After completing this course, each student will be able to determine where data resides, how to find files, and how to query using a single file or multiple files within a Infor XA database. 

Manufacturing

Enterprise Product Data Management

Enterprise Product Data Management (EPDM) applies the power and ease of use of the Browser and its client server architecture to new PDM functions, which provides engineering support, control by site, and expanded costing capabilities.  This is the PDM of the future.  Topics covered include: setup of multi-sites, warehouses, and facilities, item setup (enterprise items, item revisions, and item warehouses), bills of material, routings, item processes, mass changes, maintenance tracking, and implementation information.  Inquiries and reports available will also be covered.  Browser functions, such as customized views, card files, and customized preferences are used extensively in the hands-on exercises.  This course is designed for users who have either taken the XA Browser course or have experience with the XA Browser.

Material Requirements Planning

Reducing inventory costs by more effectively planning is the focus of this session.  This one-day course will explore working with the Infor MRP module in detail expanding and applying the concepts taught in the MRP Concepts course.  Through a combination of lecture and hands-on exercises, the student will learn the MRP process from setting up files to running MRP to release orders.

Material Requirements Planning Concepts

This one-day course is targeted toward end-users new to the world of utilizing automated material requirements planning systems.  It will establish fundamental concepts, which must be understood before attending training geared specifically toward the software solution. 

Materials Management

Order Based Production Management

Procurement Management

This one-day session will provide the knowledge required to use the Client Architecture of Procurement Management to process requisitions, quotes, contracts, and purchase orders.  Discussion will include the differences between Purchasing and Procurement Management as well as the added functionality provided by Procurement.  Hands-on exercises are provided.  This course is designed for users who have taken the XA Purchasing and XA Browser courses or who have some knowledge of XA Purchasing and XA Browser.

Purchasing

This two-day session will provide the knowledge required to process requisitions, quotes, contracts, purchase orders, purchase order routings, and vendor returns.  Discussion will include variances, vendor returns, multi-currency, miscellaneous charges, and outside operations for a manufacturing order.  Hands-on exercises reinforce all discussion materials. 

Paper-Less

ThinAppS Development Workshop – 5 Days

This workshop is intended for developers of ThinAppS. Upon completion of the workshop, the student will have the knowledge to install devices and ThinAppS tools for application development, be knowledgeable of the workings of the ThinAppS server, understand the development components for ThinAppS development, be able to create ThinAppS applications on their own.  The format of the workshop is broken up into five sections: 

§         Review what ThinAppS is and what it can do from a developer’s perspective.

§         Explain how to develop applications with the ThinAppS framework.

§         Hands-on session for developing customer applications.

§         Answer questions.

§         Focus our attention on areas customer wants to explore.

Advanced MDCC User Training

This course is intended for the higher level User of MDCC with a Train the Trainer approach.  Upon completion of the course, attendees will have an increased understanding of features that are typically instituted during the later phases of implementation.  This consists of the creation of electronic links to jobs, Backflushing at the operation, Work-In-Process product identification, Production Optimization and the Audit Report.  Attendees will receive instruction that will help with investigation and resolution of common transaction errors.  Each class will receive up-to-date information and instruction regarding use of the newest program enhancements to be included in the next release of PLMC.  Hands-on exercises will be used to reinforce the discussion material presented in class.

CLASS PREREQUISITES: Attendees must have attended the 2-Day Implementing MDCC class, or, they must have at least 6 months of hands-on experience of MDCC implementation and use in production.

Advanced QRMS User Training

ATM (Advanced Transaction Management) User Training

Upon completion of this course, attendees will have an overall understanding of ATM's functionality. The training is separated into four sections. The first section consists of an overview of ATM and all aspects of the setup and usage of Select and Edit. The second section covers Absence Reporting and Management. The third section covers the use of Personal Calendars. The fourth section consists of the setup of reason codes and the maintenance of records by transaction types. Hands-on exercises will be used to reinforce the discussion material presented in class. Attendees should have an understanding of PM&C's Select and Edit Process before attending this class.

MDCC User Training

Upon completion of the course, attendees will have an overall understanding of the module’s functionality. The training is separated into numerous sections beginning with an overview of MDCC and continuing with a discussion of the initial set-up, tailoring options, and updating of data. The other sections are grouped by functions available on the different menus (Administrator, Worker, and Supervisor Menus). Topics included are Time & Attendance, Labor and Inventory transactions, Serial Tracking for WIP and advanced Jobbing features for the shop floor operator including on-line documentation, instructions and drawings, Hold/Release of jobs, Job Scheduling, Operation Maintenance, Maintenance of Operator Transactions, and Electronic Messaging. Hands-on exercises will be used to reinforce the discussion material presented in class. A comprehensive test will be conducted the last day of the class to measure student understanding of key module concepts.

QRMS User Training

Upon completion of the course, attendees will have an overall understanding of the module’s functionality. The training is separated into numerous sections beginning with an overview of QRMS and continuing with a discussion of the initial system set-up, tailoring options, MDCC interface ability and updating of data. Other sections consist of test specification procedures, the creation/maintenance of test result data, the analysis of statistical data and process control charts, the use of the Nonconformance Report for the tracking of nonconformance and continuous improvement ability, and the setting up of Security levels. Hands-on exercises will be used to reinforce the discussion material presented in class. A comprehensive test will be conducted the last day of the class to measure student understanding of key module concepts.