Need some additional training? Throughout the year we run a variety of different training courses, below you will find our Training Course Calendar. If you are interested enquire below. Prices are £350 per person per day & £175 for half day training.
This year we have increased the number of courses as well as introducing New Topics!
Once we have attendees for a course we will decide which office to host this in due to the demand.
Training Course Calendar 2019
|Sales||Customers, customer parts and prices, price quotations, sales orders, blanket orders, sales reps, branches.||1 Day||25/03/2019|
|Accounts Receivable||Different types of customer invoice, receipts, shipping vouchers, customer credit, ageing, statements, revenue/analysis reports, customer setup/financial parameters.||1 Day||28/03/2019|
|Accounts Payable||Different types of vendor invoice, payments/payment run, cheque payments, shipping vouchers, aging, analysis reports.||1 Day||29/03/2019|
|Business Processes Management||BPM flow charts, packages, business rules, data generators, query generators, user permissions (limit specific design privileges), an overview of privileges, form design/copy form design, form warning messages, error logging.||1/2 Day||08/04/2019|
|App Generator||License requirements, creating an application, adding forms to an app, adding entities and activations, installing the app, updating the app, using the app.||1 Day||11/04/2019|
|Financial setup including reports||Financial constants, financial reports/statements, chart of accounts,
fiscal periods, default accounts/accounting families, currencies and exchange rates, payment terms, tax codes and groups, cashiers, banks/accounts, financial documents, company data, financial parameters, entry codes.
|Advanced Financials||Cash flow, budgets, exchange rate adjustments, fixed assets, cost allocation, bank reconciliations, account reconciliations, manual reconciliations, journal entries/manual entries/application of entry codes, tax including transfer sums to VAT account – excluding code/group setup and VAT report.||1 Day||18/04/2019|
|Outlook sync masterclass plus CRM and lead/contact management (GDPR)||Setup and processing of Outlook synchronisation, as well as the rest of CRM which includes lead and contact management, which must adhere to GDPR.||1/2 Day||29/04/2019|
|Project Management in Priority||Record and update customer objectives in a scope of work document, plan a project and break down the activities, assign personnel to the activities, plan the required materials, scheduling, track work, plan and track costs, schedule project payments, bill the customer for the project, run project reports.||1 Day||03/05/2019|
|Document design||Designing standard reports using the built-in design report feature, designing Word templates for form data, designing Word templates for system documents (version 18.2 and up), new improved version 18.3 design tools including containers.||1/2 Day||09/05/2019|
|Backups and system/server maintenance||Task scheduler, search service, mail setup, synchronisation, backups, maintaining server space and structure, application server maintenance, installing Priority.||1 Day||13/05/2019|
|Customer service||Service calls, service contracts, customer surveys, servicing, payment instalments, view expected revenue from service contract payments, warranties, serial numbers, service quality and service reports, servicing packages.||1 Day||28/05/2019|
|Human Resources||Process jobs in your company, plot the organizational structure, create new job openings, manage recruitment of job candidates, manage candidates applying for positions, track their progress throughout the hiring process, record the qualifications required for a job, open personnel files for new employees and record personal and professional details, view reports tracking human resource data in your company and analyse that information.||1/2 Day||05/06/2019|
|BI & Dashboards||Dashboards, adding a website to a dashboard, managing web parts, graphs, KPI dials, BI reports, drilling down, exporting the data.||1/2 Day||12/06/2019|
|Costing for Manufacturers||Setup, running and analysis||1 Day||09/07/2019|
|Costing for Businesses||Setup, running and analysis||1 Day||10/07/2019|
|MRP||MRP for manufacturers/Purchase Planning – Configure warehouses, inventory statuses, parts, routings, work order templates, safety stock, demand range, other replenishment settings and system constants. Generate MRP results and report on them, view results in the Gantt chart.
MRP for distributors/Purchase Planning – Generate purchase demands and run purchase recommendation reports.
|Bartender and labels||Overview of using Bartender to design labels in Priority, including initial setup, set label printing program, label definitions, the label generator, linking to the database.||1/2 Day||06/08/2019|
|Perpetual COGS||Overview and setup for running the Post Cost of Goods Sold program to update inventory and COGS accounts and create journal entries for all inventory transactions recorded in the system on an online basis.||1 Day||14/08/2019|
|Periodic COGS||Overview and setup for running Post Cost of Goods Sold on a periodic basis. Each period it will be calculated as opening inventory value plus purchases in a period minus closing inventory value.||1 Day||15/08/2019|
|System Management/tabula user Masterclass||Create users, set privileges, restrict access, manage companies, branches, constants, an overview of business process management, the data generator, query generator, business rules, periodic maintenance, template design and more.||1 Day||16/09/2019|
|Basic report writing||Basic report writing||1 Day||11/11/2019|
|Advanced report writing||Advanced report writing||1 Day||29/11/2019|
|Basic development||Form and report modifications/simple procedures.||3 Day||02/12/2019|
|Navigation and overview||Keys and functions, shortcuts, home page, favourites, main menu, entities and searching, types of entity, help, queries, an overview of business rules/BPM/data generators.||1/2 Day||06/12/2019|
|Advanced Development||Advanced procedures||2 Day||09/12/2019|
If you are after some independent learning, check out our Knowledge Portal where you can find FAQs, SOPs & Videos on how to do certain procedures.