eLearning
Training
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
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
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
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
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
Introductory Courses
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
Foundation Courses
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
Nextworld Intelligence Courses
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
Warehouse Management System (WMS) Courses
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
Mobile Enterprise Courses
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)
Nextworld Platform Courses
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
Reporting Courses
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
Financials Courses
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
Inventory Courses
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
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
Procurement Courses
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
Sales Courses
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
Projects and Job Cost Courses
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