Advanced Warehouse Management System Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of advanced configuration in WMS to support inspections, putaway, allocations, waves, & cycle counting.

View the Course Outline for more details.

Duration: Two 5 hour sessions

Audience

Emerging and experienced Functional Consultants with prior warehousing experience and a strong working knowledge of warehouse management practices.

Developer Studio Workshop

Course Overview

This hands-on workshop is designed to provide an introduction to the Nextworld Developer Studio tools. During the course, participants will build a standard application, basic workflow and a simple logic block.

View the Course Outline for more details.

Duration: 6 hours

Audience

Developers new to the Nextworld Platform who will be building applications, custom solutions, or implementing Nextworld applications.

FINS 110 - General Ledger Setup

This course covers the setup and configuration required to support all transactions within the Nextworld platform including Currency, Company Structure, Chart of Accounts and Fiscal Calendars.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 1.75 hours

FINS 120 - General Ledger Basic Operations

This course covers Journal Entries, Unit Journals, Amortization and GL Allocations.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 30 minutes

FINS 130 - General Ledger Inquiries & Reports

This course covers the steps for generating General Ledger reports and summarizes how the General Ledger is used for transaction inquiries.

  • Prerequisites: None
  • Estimated time to complete: 12 minutes

FINS 150 - Intercompany

This course covers applications used to setup and transact in multiple companies.

  • Prerequisites: None
  • Estimated time to complete: 20 minutes

FINS 310 - Payables Setup

This course covers important setup requirements for Payables including Suppliers and Contacts, Bank Accounts, Check Settings, ACH, Payment Methods, Hold Code Definitions and Settings.

  • Prerequisites: FINS 110 – General Ledger Setup
  • Estimated time to complete: 1 hour

FINS 320 - Payables Basic Operations: Invoice

This course covers the Accounts Payable Invoicing processes including Supplier Invoices, Credit Memos, and Expense Reports.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 15 minutes

FINS 321 - Payables Basic Operations: Payment

This course covers the Payments process including the three ways to generate supplier payments.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 20 minutes

FINS 330 - Payables Inquiries & Reports

This course covers the steps for generating Payables reports and summarizes how Payables is used for transaction inquiries.

  • Prerequisites: None
  • Estimated time to complete: 30 minutes

FINS 410 - Receivables Setup

This course covers important setup requirements for Receivables including settings, tolerances, and GL mapping rules.

  • Prerequisites: FINS 110 – General Ledger Setup
  • Estimated time to complete: 30 minutes

FINS 420 - Receivables Basic Operations

This course covers the Accounts Receivable processes including Customer Invoices, Credit Memos, Cash Receipts and Adjustments.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 50 minutes

FINS 430 - Receivables Inquiries & Reports

This course covers the steps for generating Accounts Receivables reports and summarizes how Accounts Receivable is used for transaction inquiries.

  • Prerequisites: None
  • Estimated time to complete: 25 minutes

FINS 510 - Fixed Assets Setup

This course covers setting up Fixed Assets including Settings, Classes, Accounts and GL Mapping Rules.

  • Prerequisites: FINS 110 – General Ledger Setup
  • Estimated time to complete: 15 minutes

FINS 520 - Fixed Assets Basic Operations

This course covers the Fixed Asset processes including CIP, Fixed Asset Proposals, Depreciation and Disposals.

  • Prerequisites: FNDN 110 - Directory
  • Estimated time to complete: 50 minutes

FINS 530 - Fixed Assets Inquiries & Reports

This course covers the steps for generating Fixed Assets reports and summarizes how Fixed Assets is used for transaction inquiries.

  • Prerequisites: None
  • Estimated time to complete: 20 minutes

FNDN 110 - Directory Setup

This course covers Directory Setup topics including Directory Activation Rules, Inverse Relationship Rules and Uniqueness Rules.

  • Prerequisites: INTR 101 - Navigating Nextworld
  • Estimated time to complete: 25 minutes

FNDN 120 - Directory Basic Operations

This course covers the Directory in Nextworld and will show you how to setup Suppliers, Customers, Employees, Company Structure, Rules and understand various Directory Alerts.

  • Prerequisites: FNDN 110 - Directory Setup
  • Estimated time to complete: 55 minutes

FNDN 130 - Items Setup

This course covers necessary setup for Items in Nextworld including Item Classification, Item Global and Org Master Setup, Units of Measure, Item Maintenance and more.

  • Prerequisites: FNDN 110 – Directory and FINS 110 – General Ledger Setup
  • Estimated time to complete: 1.25 hours

Financial Implementation Immersion Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of the steps required to setup a company from scratch in the Financials module within Nextworld.

View the Course Outline for more details.

Duration: 5 Days

Audience

Emerging and experienced Functional Consultants with prior ERP implementation experience and a strong working knowledge of general accounting practices.

Registration

This course is available only to implementation partners, based on implementation services needs. To arrange a course, please contact your Partner Alliance team member, Customer Success Manager, or Sales Representative.

INTL 200 - Exploring Prompt Definitions

This concise course covers Agent core concepts and hierarchy, followed by hands-on development of Agent Skills, specifically Data Retrieval and Logic Block skills.

You'll learn to organize capabilities into Agent Skill Sets and use the Agent Builder to create and test a new agent. The course also details enhancing agent intelligence with Embeddings & Semantic Search Definitions, and concludes with crucial troubleshooting techniques using Agent Traces.

  • Prerequisites: INTR 101 - Navigating Nextworld
  • Estimated time to complete: 1 hour

INTL 210 - Exploring Prompt Definitions

In this four-part video series, you'll learn how to use prompt definitions and AI logic blocks in Nextworld to integrate large language models into your applications. You’ll build a vision-based prompt definition to extract data from a Gantt chart, and then connect it to a logic block to automate data extraction, record creation, and end-to-end document processing.

  • Prerequisites: INTR 101 - Navigating Nextworld
  • Estimated time to complete: .5 hour

INTR 101 - Navigating Nextworld

This course is required before taking any other course. Navigating Nextworld covers the basics of the Nextworld platform including layout, menus and other functions to navigate within the system.

  • Prerequisites: None
  • Estimated time to complete: 30 minutes

INTR 102 - Environment

This course covers the basics of the Nextworld environment including user provisioning, security overview and themes.

  • Prerequisites: None
  • Estimated time to complete: 45 minutes

INTR 210 - Procure to Pay Overview

This course covers the end to end Procure-to-Pay process in Nextworld. Topics include: key user roles, the process from the perspective of an employee, buyer and inventory warehouse user and the accounts payable process flow

  • Prerequisites: None
  • Estimated time to complete: 25 minutes

INVT 110 - Inventory Execution Setup

This course covers setting up Inventory Execution functionality including Locations, Receipt Routing, Material Count and GL Mapping Rules.

  • Prerequisites: FINS 110 – General Ledger Setup and FNDN 130 – Items Setup
  • Estimated time to complete: 1 hour

INVT 120 - Inventory Execution Basic Operations

This course covers applications used to set up and transact in the Inventory module including Item Receipt, Transfer Orders, Pick Lists, and more.

  • Prerequisites: INVT 110 - Inventory Execution Setup
  • Estimated time to complete: 1.30 hours

INVT 130 - Inventory Traceability

This course covers applications used to setup and transact in the Inventory module focusing on Serial and Lot controlled items.

  • Prerequisites: INVT 120 - Inventory Execution Basic Operations
  • Estimated time to complete: 30 minutes

Integrations Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of Endpoint Definitions, and making API calls into and out of Nextworld.

View the Course Outline for more details.

Duration: Two 4 hour sessions

Audience

Functional Consultants, Implementation Consultants or Power Users with prior ERP implementation experience and a strong working knowledge of business practices.

MEP 100 - Mobile Platform Overview

This course serves as an introduction to the cloud version of Mobile Enterprise Platform (MEP) with an emphasis on administrative tasks such as configuring settings, users, roles and more.

  • Prerequisites: None
  • Estimated time to complete: 1.5 hours

MEP 102 - 9.0 Cloud Administration

This course is intended for existing CI Cloud Platform administrators and technical users as well as those upgrading to the latest release of the CI Platform for Cloud use or migrating to the CI Cloud, also known as SCPaaS.

This course covers the day-to-day administration topics of the CI Cloud Platform including configuration, validation, users & security, and more.

Please note that this course does not cover Cloud Inventory and instead focuses on Cloud PaaS solutions.

  • Prerequisites: MEP 100 - Mobile Platform Overview
  • Estimated time to complete: 1.5 hours

MEP 105 - Platform Integration

This technical level course is intended for CI Platform administrators and technical users of the CI Platform. This course covers transaction types, transaction flow diagrams, and various MEP ERP connectors including JDE, NetSuite, SAP, and IFS ScanWorx.
Please note that this course does not cover Cloud Inventory and instead focuses on Cloud PaaS solutions.

  • Prerequisites: MEP 102 - 9.0 Platform Administration
  • Estimated time to complete: 25 minutes

MEP 130 - Introduction to Cloud Inventory

This course serves as an introduction to the product including a general overview of its features, operational apps, and benefits. Additionally, this course will review technical architecture and requirements as well as a short explanation of Warehouse Insights.

  • Prerequisites: None
  • Estimated time to complete: 30 minutes

MEP 160 - Enterprise Printing Platform

This course serves as an introduction to the Enterprise Printing Platform. Topics include covering basic features, configuration, and functionality of EPP. You'll learn how to install and configure an instance of EPP, use label templates, and print labels via the QuickLabel feature. This course also covers the Bridge Application and a basic introduction to the Label Designer.

  • Prerequisites: None
  • Estimated time to complete: 1.5 hours

MEP 201 - 9.0 Application Studio

This introductory course is intended for application developers who understand application requirements and are looking to learn the application development processes provided in the CI Platform 9, including new installations and upgrades from earlier versions.

This course is intended for individuals who will be responsible for managing, maintaining, and developing applications in the CI Platform 9.

Completion of course labs is required.

  • Prerequisites: None
  • Estimated time to complete: 24 hours

MEP 310 - Introduction to Forms

This course is an introductory Forms-based application development course and is intended for those using the CI Platform 9, including new installations and upgrades from earlier versions.

This course is intended for individuals who will be responsible for managing, maintaining, and developing Forms-based applications in the CI Platform 9.

Completion of course labs is optional.

  • Prerequisites: None
  • Estimated time to complete: 45 minutes (excluding labs)

MEP 311 - Form Development

This course covers introductory concepts such as application settings, list lookups and data items used by the No-Code Platform.

  • Prerequisites: None
  • Estimated time to complete: 30 minutes

NXTP 115 - Customizations

This course on Nextworld customization provides a comprehensive overview of the purpose and benefits of customizing features within the Nextworld platform. You will learn how customizations can address common business issues effectively. The course covers customizing various Nextworld objects. Additionally, you will gain hands-on experience around customizations and be able to rename applications in the menu.

  • Prerequisites: None
  • Estimated time to complete: 30 minutes

NXTP 130 - No-Code Development

This course gives a comprehensive overview of the No-Code platform and includes hands-on follow along exercises. You will be given an exercise handout for follow along exercises included in the course. You must request a student logon to the training environment from training@nextworld.net

  • Prerequisites: Navigating Nextworld
  • Estimated time to complete: 3 hours
  • Contains Interactive Component

NXTP 135 - Developer Studio: Collected Videos

This course is a collection of videos on various Developer Studio topics. Videos in this course do not need to be completed sequentially.

  • Prerequisites: Navigating Nextworld

NXTP 150 - Security for Developers

This course covers Security topics specific to developers.

  • Prerequisites: NXTP 110 - No-Code Platform Concepts and NXTP 130 - Developer Bootcamp
  • Estimated time to complete: 40 minutes
  • Hardware: Computer (recommended dual monitor)

NXTP 160 - Customer Defined Attributes

This course covers the Customer Defined Attribute (CDA) feature, the applications used to manage CDAs, and environment considerations when implementing CDAs.

  • Prerequisites: None
  • Estimated time to complete: 40 minutes

PROC 110 - Procurement Setup

This course covers setting up Procurement including Settings, Terms, Contracts and GL Mapping Rules.

  • Prerequisites: FINS 110 – General Ledger Setup and FNDN 130 – Items Setup
  • Estimated time to complete: 1.25 hours

PROC 120 - Procurement Basic Operations

This course covers the Procurement process including Purchase Orders, Requisitions, Supplier Quotes and Match Tolerances.

  • Prerequisites: PROC 110 - Procurement Setup
  • Estimated time to complete: 1.75 hours

PROC 121 - Supplier Portal

This course covers setting up Supplier Portal including role-specific operations covering both the buyer and supplier roles.

  • Prerequisites: PROC 110 - Procurement Setup
  • Estimated time to complete: 20 minutes

PROJ 110 - Projects and Job Cost Setup

This course covers applications used to set up Job cost functionality. These Settings are required to transact in the Projects and Job Cost modules.

  • Prerequisites: FINS 110 – General Ledger Setup and PROC 120 - Procurement Basic Operations
  • Estimated time to complete: 30 minutes

PROJ 120 - Job Cost Basic Operations

This course covers applications used to manage Job Cost functionality in the Projects module. These applications are required to transact in the Projects and Job Cost modules.

  • Prerequisites: PROJ 110 - Projects and Job Cost Setup
  • Estimated time to complete: 30 minutes

Projects / Job Cost Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of the steps required to setup a company from scratch in the Sales, Materials and Procurement modules within Nextworld.

View the Course Outline for more details.

Duration: 4 hours

Audience

Emerging and experienced Functional Consultants with prior ERP implementation experience and a strong working knowledge of supply chain operations.

Registration

This course is available only to implementation partners, based on implementation services needs. To arrange a course, please contact your Partner Alliance team member, Customer Success Manager, or Sales Representative.

RPTG 110 - Reporting

This course covers use of the report builder including report structure, viewer and detail. You will be given an exercise handout for follow along exercises. Must have access to a test environment. Request a student logon to the training environment from training@nextworld.net if needed.

  • Prerequisites: Navigating Nextworld
  • Estimated time to complete: 1 hour
  • Contains Interactive Component

RPTG 120 - Dashboards

This course covers building dashboard cards, pages, and sites to display customized collections of information, based on a user’s role, that can be viewed and interacted with from a single location. You will be given an exercise handout for follow along exercises. Must have access to a test environment. Request a student logon to the training environment from training@nextworld.net if needed.

  • Prerequisites: Navigating Nextworld
  • Estimated time to complete: 1.25 hours
  • Contains Interactive Component

RPTG 130 - Interactive Reporting

This course covers the Interactive Report Builder application as well as Report Quick Start.

  • Prerequisites: Navigating Nextworld
  • Estimated time to complete: .5 hours

SALE 110 - Sales Order Processing Setup

This course covers applications used for Sales Order Processing Setup including Shipping Terms, Ship Via and Supply Chain Settings.

  • Prerequisites: INVT 110 – Inventory Execution Setup and INVT 120 – Inventory Execution Basic Ops
  • Estimated time to complete: 45 minutes

SALE 120 - Sales Order Processing Basic Operations

This course covers applications used to set up and transact in the Sales module including Sales Quotes, Sales Orders and more.

  • Prerequisites: INVT 110 – Inventory Execution Setup and SALE 110 – Sales Order Processing Setup
  • Estimated time to complete: 45 minutes

Sales, Inventory, Procurement Implementation Immersion Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of the steps required to setup a company from scratch in the Sales, Inventory and Procurement modules within Nextworld.

View the Course Outline for more details.

Duration: 5 days

Audience

Emerging and experienced Functional Consultants with prior ERP implementation experience and a strong working knowledge of supply chain operations.

Registration

This course is available only to implementation partners, based on implementation services needs. To arrange a course, please contact your Partner Alliance team member, Customer Success Manager, or Sales Representative.

WMS 110 - Advanced Inventory Setup

This course covers applications and processes required to setup and configure Advanced Inventory modules specific to warehouse management.

  • Prerequisites: INTR 101 - Navigating Nextworld, INTR 102 - Environment, FNDN 110 - Directory Setup, FNDN 120 - Directory Basic Ops, NXTP 110 - No-Code Concepts
  • Estimated time to complete: 2.5 hours

WMS 120 - Inbound Execution

This course covers applications and processes relevant to inbound transactions in a warehouse including putaway and inspections.

  • Prerequisites: WMS - 110 Advanced Inventory Setup
  • Estimated time to complete: 1.25 hours

WMS 130 - Inventory Execution

This course covers applications and processes relevant to inventory transactions in a warehouse including inventory handling units and replenishments.

  • Prerequisites: WMS - 120 Inbound Execution
  • Estimated time to complete: 2 hours

WMS 140 - Outbound Execution

This course covers applications and processes required to set up and configure modules found in Advanced Inventory specific to outbound warehouse execution including Outbound Orders, Picking, Packing, Shipping, Wave management and more.

  • Prerequisites: WMS - 130 Inventory Execution
  • Estimated time to complete: 2 hours

Workflow, Approvals & Decisions Workshop

Course Overview

This hands-on workshop is designed to provide an in-depth understanding of Workflow Definitions, Approvals, Subflows and Decisions.

View the Course Outline for more details.

Duration: Two 4 hour sessions

Audience

Functional Consultants, Implementation Consultants or Power Users with prior ERP implementation experience and a strong working knowledge of business practices.

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