familiarisation & build training - highpoint services · familiarisation & build training ....

Course Catalogue

Highpoint Implementation and Training Services

Regency House

2 Wood Street

Queen Square

Bath

BA1 2JQ

United Kingdom

Telephone: 01225 326409

Email: [email protected]

Website: www.highpoint-services.co.uk

Familiarisation & Build Training

mailto:[email protected]

of 56 ©Highpoint Implementation and Training Services 2013

Table of Contents

Highpoint: Our Story ............................................................................................................................... 3

Familiarisation and Build Training .......................................................................................................... 4

Background ......................................................................................................................................... 4

Project Team Training ......................................................................................................................... 4

Advantages of this Approach .............................................................................................................. 5

The Courses ............................................................................................................................................. 7

Familiarisation Courses ....................................................................................................................... 7

Build Courses....................................................................................................................................... 8

Course Materials ................................................................................................................................. 9

Familiarisation Course Syllabus ............................................................................................................ 11

Introduction to ABW ......................................................................................................................... 12

Introduction to Accounts Payable..................................................................................................... 13

Introduction to Purchasing ............................................................................................................... 14

Introduction to Accounts Receivable ................................................................................................ 15

Introduction to Sales Order Processing ............................................................................................ 16

Introduction to ABW for HR and Payroll Users ................................................................................. 17

Introduction to HR Employee ........................................................................................................... 18

Introduction to Payroll ...................................................................................................................... 19

Introduction to Expenses .................................................................................................................. 20

Introduction to Training Administration ........................................................................................... 21

Introduction to Absence ................................................................................................................... 22

Introduction to Project ..................................................................................................................... 23

Introduction to Planner..................................................................................................................... 24

Introduction to Timesheets .............................................................................................................. 25

Introduction to PCB Invoicing ........................................................................................................... 26

Build Course Syllabus ............................................................................................................................ 27

Setting Up a New Client .................................................................................................................... 27

ABW Fundamentals (Option) ............................................................................................................ 28

Implementing Accounts Payable ...................................................................................................... 29

Implementing Accounts Receivable .................................................................................................. 30

Implementing Payroll ........................................................................................................................ 31

Implementing HR .............................................................................................................................. 32

Implementing Absence ..................................................................................................................... 33

Implementing Expenses .................................................................................................................... 34

Implementing Training Administration ............................................................................................. 35


Implementing Planner ...................................................................................................................... 36

Implementing Purchasing ................................................................................................................. 37

Implementing Project Costing and Billing ......................................................................................... 38

Implementing Timesheets ................................................................................................................ 39

Implementing Invoicing .................................................................................................................... 40

Implementing Sales Order Processing .............................................................................................. 41

Reporting Course Syllabus .................................................................................................................... 42

Enquiry Browser and Analyzer .......................................................................................................... 42

Implementing Balance Tables ........................................................................................................... 43

Excelerator Basics ............................................................................................................................. 44

Excelerator Advanced ....................................................................................................................... 45

Agresso Report Creator (ARC) ........................................................................................................... 46

Tools Course Syllabus ............................................................................................................................ 47

Workflow Setup ................................................................................................................................ 47

IntellAgent Setup .............................................................................................................................. 48

Flexi-fields Setup ............................................................................................................................... 49

Document Archive Setup .................................................................................................................. 50

Action Overview Setup ..................................................................................................................... 51

Triggers ............................................................................................................................................. 52

Supporting Course Syllabus .................................................................................................................. 53

Basic Data Loads ............................................................................................................................... 53

Loading HR Data ................................................................................................................................ 54

Security and Admin ........................................................................................................................... 55


Highpoint: Our Story

Highpoint Implementation and Training Services Ltd is an

independent firm of Agresso Business World specialists providing a

range of services including Agresso consultancy, wide-ranging

Agresso training options, and project management to clients

operating within a diverse range of sectors.

We believe in the delivery of an excellent service to our valued clients and the continued

development of our people. We draw on our expertise and specialist knowledge to provide support

ranging from Agresso technical consultancy and development to end-user training, whether an

organisation is implementing Agresso, upgrading to Agresso 5.6, using new modules, or requiring

system integration. All of our consultants and trainers have a proven track record, established

over many years working with, implementing, and training users on Agresso.

Our role is to share our skills, expertise, and experience to

help clients get the best possible return on their investment

and ensure that knowledge and skills are retained ‘in-house’

to support the Agresso Business World application once

launched. We are uniquely positioned to provide the highest

level of Agresso training services, ensuring users achieve a

level of confidence that realises true business value.

Our role is to share our skills, expertise,

and experience to help clients get the

best possible return on their investment

and ensure that knowledge and skills are

retained ‘in-house’.


Familiarisation and Build Training

Background

At present a range of standard public courses are available, generally delivered

towards the end of the discovery phase of a project, as the build phase begins.

Delivery of the courses at the start of the implementation process and prior to

build is due to material, which comprises “how to use it” and “how to build it”

content, being pertinent at either stage of the project.

The training courses last between one and three days. This means that a project could require in

excess of 20 delivery days and can present resourcing issues when a number of projects start at the

same time.

The courses are delivered to up to six delegates at a time. Often the audience consists of a mixture

of individuals, including those who will build the solution and those who wish to understand how it

works in order to participate in the solution design.

At Highpoint we have split courses into two components: “how to use it” and “how to build it”. This

enables training to be delivered as two smaller interventions, which we have named familiarisation

and build training, as opposed to one large training session.

Project Team Training

Our Project Team Training has two components: “how to use it” and “how to build it”. We call these

two interventions Familiarisation and Build training.

Familiarisation training will be delivered at the start of the project, prior to workshops. Its purpose is

to equip delegates with sufficient information about how Agresso Business World (ABW) works so

that they can contribute to the solution design process. The audience for these courses will be

system builders and users or managers who are just contributing to the solution design.

Build training will be delivered as the Solution Design Documents (SDDs) are completed and the

team start to prepare to build the prototype solution. This training would be delivered to members

of the build team only.

Familiarisation training is delivered prior to workshops to

enable delegates to fully participate in the creation of the

Solution Design Document (SDD). Once the SDD is complete

and the project moves into the Build phase, Build Training will

commence. A modular approach will be used here; the team

selects only those modules needed to complete their build.

We can also provide training to

support User Acceptance Testing

(UAT) and End User Training (EUT),

when that stage of your project is

reached. We would be delighted to

provide details of these additional

services if required.


Advantages of this Approach

The diagram below illustrates the process from initial involvement to ‘business as usual’. It

demonstrates how the training interventions we offer are aligned to the current implementation

process.

The training programme actively supports the implementation process

The training programme meets the requirements of the various audiences

The programme is integrated through Familiarisation, Build, UAT to End-user training

The training programme provides high-quality, re-usable materials

Training is delivered as required

Training interventions are more focused and less repetitive


Mapping training delivery to the implementation processTr

ain

ing

Sale

sIm

ple

men

tati

on

P

roce

ssPhase

List of Modules Purchased

Analyse Modules

Purchased

Training Needs

Analysis

Programme Kick-off

Workshops SDD Build IST UAT Finalisation ImplementationBusiness as

usual

Familiarisation training

Build Training

UAT trainingEUT

TrainingOn-going

requirements

Familiarisation and Build Training Course Catalogue

Page 7 of 56

©Highpoint Implementation and Training Services 2013

The Courses

Familiarisation Courses

Familiarisation courses are trainer-led presentations which provide delegates

with a comprehensive overview of the topic, demonstrating the process from

end-to-end. The trainer presents the key concepts and explains the processes

using different media, including demonstration within the system itself.

The familiarisation subject headings and indicative timings will be as follows:

Familiarisation

# days Title

Finance

0.50 Introduction to ABW

0.50 Introduction to Accounts Payable

0.50 Introduction to Accounts Receivable

0.50 Sales Order Processing

Procurement

0.50 Introduction to Purchasing

HR & Payroll

0.50 Introduction to ABW for HR & Finance Users

0.50 Introduction to HR Employee

1.00 Introduction to Payroll

0.25 Introduction to Expenses

0.25 Introduction to Training Administration

0.25 Introduction to Absence

Project Costing and Billing

0.25 Introduction to Project

0.50 Introduction to Planner

0.25 Introduction to Timesheets

0.25 Introduction Invoicing

A detailed course syllabus is provided from page 10.


Page 8 of 56


Build Courses

Build courses are delivered in an interactive classroom-style environment.

Experienced trainers guide delegates through the hands-on Build courses,

and delegates have the opportunity to build elements of the system

themselves. The Build course subject headings and indicative timings will be

as follows:

Build

# days Title

Finance

2.00 0.50

Setting Up a New Client - ABW Fundamentals

1.00 Implementing Accounts Receivable

1.00 Implementing SOP

1.00 Implementing Accounts Payable

2.00 Implementing Purchasing

HR & Payroll

1.00 Implementing HR

1.00 Implementing Expenses

1.00 Implementing Training Administration

1.00 Implementing Absence

2.00 Implementing Payroll

Project Costing and Billing

1.00 Implementing PCB

1.00 Implementing Planner

1.00 Implementing Timesheets

1.00 Implementing Invoicing

Reporting

2.00 Enquiry, Browser and Analyzer

ARC

1.00 Balance Tables

1.00 Excelerator Basics

2.00 Excelerator Advanced

Tools

1.00 Workflow Setup

0.25 Document Archive Setup

0.25 Flexi-fields Setup

1.00 IntellAgent Setup

0.25 Action Overview Setup

1.00 Triggers


Page 9 of 56


Supporting Course Syllabus

1.00 Basic Data Loads

1.00 Loading HR Data

2.00 Security & Admin

A detailed course syllabus is provided from page 10.

Course Materials

The materials provided for Familiarisation and Build courses are carefully crafted to ensure a

thorough understanding of the topics covered, and to encourage confidence when using the ABW

system. Whether delivered as a document or in a virtual learning environment, Highpoint materials

are succinct, instructive, accessible and practical.

Course Manuals:

Our instructive course manuals are comprehensive documents providing a useful course outline,

screen definitions, instructional action tables, and detailed explanations of key functionality.

Quick Reference Cards:

As the name implies these are accessible cards which provide concise, helpful information about a

given topic or course, designed to be referred to quickly or used as a memory aid.

Videos and Simulations:

Our interactive videos and simulations offer an engaging and interactive environment in which to

learn. They do not require expensive IT infrastructure to use and are available as both standardised

and customised solutions.


Page 10 of 56


PowerPoint:

Our PowerPoint presentations are used throughout Familiarisation and Build courses to drive

training sessions, presenting an overview of the course, and used by our experienced trainers as a

visual guide through key chapters.

e-Learning:

At Highpoint we are pleased to provide, support, or recommend Learning Management System

(LMS) platforms to our clients. We have worked extensively to redesign many of our training

materials for delivery using e-Learning. Our clients benefit from self-motivated learning as well as

the convenience of having materials available on demand.


Page 11 of 56


Familiarisation Course Syllabus


Page 12 of 56


Introduction to ABW

Overview: This foundation course provides a basic introduction to ABW. It is essential for

delegates attending Familiarisation and Build courses. Covering navigation, key

concepts and the two system interfaces, the course provides the fundamental level

of understanding required by any member of staff working on an ABW project. The

course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the ABW system with specific

responsibilities in the financial modules. HR and Payroll staff should attend the

Introduction to ABW for HR and Payroll Users course.

Duration: 0.5 days.

Interface: Smart Client and Self Service.

Content:

What is ABW?

Introduction to ABW Smart Client

Introduction to ABW Self Service

Screen types

Key Concepts

Deliverables:

PowerPoint presentation

Course manuals

o Introduction to ABW Smart Client

o Introduction to ABW Self Service

Sample quick cards

Sample e-Learning simulations


Page 13 of 56


Introduction to Accounts Payable

Overview: This introductory course provides delegates with an overview of the ABW Accounts

Payable (AP) module. Covering the AP process from setting up suppliers, loading and

indexing invoices and through to recording payments and running remittances. The

course is a trainer-led presentation.

Audience: Staff involved with the implementation or build of the AP module.

Duration: 0.5 days.

Interface: Smart Client.

Prerequisites:

Introduction to ABW

Content:

Overview of AP

Supplier Master File

Invoice Loading

Supplier Invoice Registration

Purchase Invoice Registration

Authorisation Workflow

Manual Payments

Document Archive

Reversals

Remittance Payments

Enquiries

Deliverables:


Sample course manuals

Sample quick cards



Page 14 of 56


Introduction to Purchasing

Overview: This introductory course provides delegates with an overview of the ABW

Purchasing module. The course covers the setting up of product groups and

products, through to entering requisitions, producing purchase orders and

completing goods receipt notes.

Audience: Staff involved in the implementation or build of the purchasing module.

Duration: 0.5 days.


Prerequisites:

Introduction to ABW


Content:

Overview of Purchasing

Products

Requisitions


Purchase Orders

Internal Orders

Goods Receipt Notes

Enquiries

Deliverables:

PowerPoint


Sample quick cards



Page 15 of 56


Introduction to Accounts Receivable

Overview: This introductory course provides delegates with an overview of the ABW Accounts

Receivable (AR) module. It covers the AR process from setting up customers and

products, raising sales orders and through to producing invoices and recording

receipts. The course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the AR module.

Duration: 0.5 days.

Interface: Smart Client and Self Service

Prerequisites:

Introduction to ABW

Content:

Overview of AR

Customers

Products

Sales Orders


Sales Invoices

Receipting

Reversals

Payment follow-up

Enquiries

Deliverables:



Sample quick cards



Page 16 of 56


Introduction to Sales Order Processing

Overview: This introductory course provides delegates with an overview of the ABW Sales

Order Processing module. The course covers sales orders and sales invoices through

to subscriptions and credit notes.

Audience: Staff involved with the implementation or build of the Sales Order Processing

module.

Duration: Half a day.


Prerequisites:

Introduction to ABW


Content:

Overview of Sales Orders

Products

Pricing

Sales Orders

Subscriptions


Sales Invoices

Credit Notes

Enquiries

Deliverables:



Sample quick cards

Sample e-learning simulations


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Introduction to ABW for HR and Payroll Users

Overview: This foundation course gives a HR and Payroll focussed introduction to ABW. It is

essential for delegates attending Familiarisation and Build courses. Covering

navigation, key concepts and the two system interfaces, the course provides the

fundamental level of understanding required by any member of staff working on an

ABW project. The course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the ABW system with specific

responsibilities in the HR and Payroll modules.

Duration: 0.5 days.


Content:

What is ABW?

Introduction to ABW Smart Client

Introduction to ABW Self Service

Screen types

Key Concepts

Deliverables:


Course manuals:

o Introduction to ABW Smart Client for HR

o Introduction to ABW Self Service for HR

Sample quick cards



Page 18 of 56


Introduction to HR Employee

Overview: This introductory course provides delegates with an overview of the ABW HR

module from the perspective of an employee. It covers HR processes, including

applicants and position administration, entering competences, and running an

employee skills gap analysis. The course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the HR module.

Duration: 0.5 days.


Prerequisites:

Introduction to ABW for HR and Payroll users

Content:

HR Overview

Applicant Master File

Position Administration

Resource Master File

Competences

Gap Analysis

Document Archive

Enquiries

Deliverables:



Sample quick cards



Page 19 of 56


Introduction to Payroll

Overview: This introductory course provides delegates with an overview of the ABW Payroll

module. Covering the Payroll process it includes setting up positions, calculating

payments and deductions, and making proposals and payments. The course is a

trainer-led presentation.

Audience: Staff involved in the implementation or build of the Payroll module.

Duration: One day.


Prerequisites:


Content:

Overview of Payroll

Position Register

Personnel Master File

Payment and Deduction Codes

Statutory Requirements

Proposals and Payments

Enquiries

Deliverables:



Sample quick cards



Page 20 of 56


Introduction to Expenses

Overview: This introductory course provides delegates with an overview of the ABW Expenses

module, covering the entry and submission of expense claims, the authorisation

workflow and processing the claim for payment. The course is a trainer-led

presentation.

Audience: Staff involved in the implementation or build of the Expenses module.

Duration: 0.25 days.


Prerequisites:

Introduction to ABW for HR and Payroll users

Content:

Expense Overview

Submitting an Expense Claim


Processing Expense Claims

Enquiries

Deliverables:



Sample quick cards



Page 21 of 56


Introduction to Training Administration

Overview: This introductory course provides delegates with an overview of the ABW Training

Administration module. It encompasses the entry and submission of expense claims,

the authorisation workflow, and processing the claim for payment. The course is a

trainer-led presentation.

Audience: Staff involved in the implementation or build of the Training Administration module.



Prerequisites:


Introduction to HR Employee (recommended)

Content:

Training administration overview

Creating courses

Course calendar

Course competences

Gap analysis

Course maintenance and evaluation

Enquiries

Deliverables:



Sample quick cards



Page 22 of 56


Introduction to Absence

Overview: This introductory course provides delegates with an overview of the ABW Absence

module. The course covers work schedules, planned and unplanned absences and

authorisation workflow. It is a trainer-led presentation.

Audience: Staff involved with the implementation or build of the Absence module.

Duration: 0.5 days.


Prerequisites:



Content:

Absence overview

Work schedules

Planned and unplanned absence

Recording absence by proxy

Authorisation workflow

Enquiries

Deliverables:



Sample quick cards



Page 23 of 56


Introduction to Project

Overview: This introductory course provides delegates with an overview of the ABW Project

module. The course includes an overview of the fixed registers and the project

master files. The course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the Project module.



Prerequisites:


Content:

Project Overview

PCB Fixed Registers

Project Master File

Work Order Master File

Enquiries

Deliverables:



Sample quick cards



Page 24 of 56


Introduction to Planner

Overview: This introductory course provides delegates with an overview of the ABW Planner

module. Covering setup, transactions and processes, through to Excelerator and

budgeting. The course is a trainer-led presentation.

Audience: Staff involved in the implementation or build of the Planner module.

Duration: 0.5 days.


Prerequisites:


Introduction to Project (recommended)

Content:

Planner Overview

System Setup

Planner Transactions

Enhanced Planner Functions

Planner Server Processes

Transferring Budgets

Excelerator

Budgeting

Deliverables:



Sample quick cards



Page 25 of 56


Introduction to Timesheets

Overview: This introductory course provides delegates with an overview of the ABW

Timesheets module. The course covers the full process from working with

timesheets to processing and posting approved time.

Audience: Staff involved in the implementation or build of the timesheet module.



Prerequisites:

Introduction to ABW

Content:

Register, Amend and Post Approved Time

Enter and Amend Timesheets


Processing Timesheets

Enquiries

Deliverables:



Sample quick cards



Page 26 of 56


Introduction to PCB Invoicing

Overview: This introductory course provides delegates with an overview of PCB (Project

Costing of Billing) Invoicing. It covers invoice rules and pricelists, the invoice base

and invoice proposals, through to approval and invoice generation.

Audience: Staff involved in the implementation or build of the Invoicing module.



Prerequisites:

Introduction to ABW

Introduction to Projects

Introduction to Timesheets (recommended)

Content:

Overview of PCB Invoicing

Invoice Rules and Pricelists

Invoice Base

Invoice Proposals and Maintenance


Enquiries

Deliverables:

PowerPoint Presentation

Sample Course Manuals

Sample quick Cards



Page 27 of 56


Build Course Syllabus

Setting Up a New Client

Overview: This course covers the fundamentals and basic financial concepts of the Agresso

system. It is one of the core courses and a foundation to most areas of the system.

Anyone who will be involved in the implementation and build of the Agresso system

should attend this course.

Audience: Any staff who will be involved in the implementation and build of the Agresso

system.

Duration: Two days.


Prerequisites: Introduction to Agresso.

Content:

Introducing the Build Plan

Creating a new client

Currency setup

Tax setup


Page 28 of 56


Accounting structures

Pre-posting routines setup

General ledger

Triggers

Deliverables:

PowerPoint

Course manual

Example documents (Attribute values, Relations, P&Ds)

SDD

Build Plan

ABW Fundamentals (Option)

Overview: This course is optionally available as part of the Setting Up a New Client

course, outlined above.

Audience: Any staff who will be involved in the implementation and build of the

Agresso system.

Duration: 0.5 days.


Prerequisites:

Introduction to Agresso.

Content:

Attributes

Relations

Account Rules

Balance Tables

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


Page 29 of 56


Implementing Accounts Payable

Overview: The Accounts Payable course includes the creation and maintenance of the Supplier

Master files and the setup necessary to process invoices and payments. This course

is designed to assist participants in the building of the Accounts Payable module.

Audience: All staff who will be directly involved with the design and build of the Accounts

Payable module within the ABW solution.

Duration: One day.


Prerequisites:

Introduction to ABW



Setting up a New Client (recommended)

Content:

The Supplier Master file

Supplier Invoices

Payments

Reversals

Enquiries and Reports

Deliverables:

Build Plan

PowerPoint

Course manual



Page 30 of 56


Implementing Accounts Receivable

Overview: The Accounts Receivable course covers the creation and maintenance of Customers

Master files and the setup necessary to process invoices and payments. The course

is designed to assist participants in the building of the Accounts Receivable module.

Audience: All staff who will be directly involved in the creation of the Accounts Receivable

module within the ABW solution.

Duration: One day.


Prerequisites:

Introduction to ABW



Setting Up a New Client (recommended)

Content:

The Customer Master File

Customer Invoices

Credit Control

Payments Setup

Reversal Setup

Enquiries and Reports

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including, Attribute values, Relations, Customer master file)


Page 31 of 56


Implementing Payroll

Overview: This course is designed to provide students with sufficient knowledge to be able to

build the desired solution in accordance with the Solution Design Document as

directed by their Agresso Implementation Consultant.

Audience: All staff who will be directly involved with the building of the Payroll solution.

Duration: Two days.


Prerequisites:


Introduction to Payroll

Content:

Introduction to the Payroll Build

Plan

Core build

o Transaction series, types,

and posting cycles

o Setting up payroll periods

and period frequency

o Chart of accounts and

account rules

UK statutory setup

o Set up attributes and

attribute values

o Relations and relation

groups

o Year-end patches

o Load UK payroll files

Position administration

o Fixed registers

o Position codes

o Pay steps and pay scales

o Seniority advancement

and increment rules

Value references

o Rates

o Balances

o Formula register

Payments and deductions,

including back pay

o Fixed and variable P&Ds

o Connections to suppliers

Payslips

Payroll parameters

Payroll variants

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including Attribute values, Relations, Value references, P&Ds)


Page 32 of 56


Implementing HR

Overview: This course provides students with sufficient knowledge to be able to build the

desired solution in accordance with the Solution Design Document as directed by

their Agresso Implementation Consultant.

Audience: All staff who will be directly involved with the building of the HR solution.

Duration: One day.


Prerequisites:


Introduction to HR

Content:

Introducing the HR Build Plan

Common setup

o Attributes, Attribute values, Relations, Relation groups

o HR Fixed Registers

Resource setup

o Auto numbering

o User-defined text and titles

o Setting up SPARE employee codes

o Resource relations

o Human Resources parameters

Position code setup

o Position code setup

Position setup

o Auto numbering

o Position relations

o Pay steps and pay scales

o Work schedules

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents


Page 33 of 56


Implementing Absence

Overview: This course is designed to provide students with sufficient knowledge to be able to

build the desired solution in accordance with the Solution Design Document as

directed by their Agresso Implementation Consultant.

Audience: All staff who will be directly involved with the building of the HR/Payroll solution.

Duration: One day.


Prerequisites:



Introduction to Absence

Content:

Introducing the Absence Build Plan

Work schedule setup

o Work Schedule and Holiday Plan setup

o Generating a Personal Work schedule

o Linking a Word Schedule to a Resource

Absence setup

o Transaction series, types, and posting cycles

o Absence groups

o Absence reason codes

o Absence code setup

Setting up absence rules and limit controls

Setting up absence balances

o Value reference

o Formula register

o Payment and deductions

o Connection of absence codes and P&Ds

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (absence reason codes, absence codes, and P&Ds)


Page 34 of 56


Implementing Expenses

Overview: To provide students with sufficient knowledge to be able to build the desired

solution in accordance with the Solution Design Document as directed by their

Agresso Implementation Consultant.

Audience: All staff who will be directly involved with the building of the Travel Expenses

solution.

Duration: One day.


Prerequisites:



Introduction to Expenses

Content:

Introducing the Expenses Build Plan

Common setup

Setting up Fixed Registers

o Setting up payroll periods

o Transaction series, types, and posting cycles

o Account rules and accounts

o Expenses Attributes

o Expense Relations

Travel expenses setup

o Value references, value reference rates, and P&Ds

o Setting up expenses types

o Itemising expenses items

o Setting up travel rules, allowance, and agreements

o Setting up proxy expenses entry

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including Attribute values, Relations, Supplier groups)


Page 35 of 56


Implementing Training Administration

Overview: This course has been designed to provide students with sufficient knowledge to be

able to build the desired solution in accordance with the Solution Design Document

as directed by their Agresso Implementation Consultant.

Audience: All staff who will be directly involved with the building of the HR solution.

Duration: One day.


Prerequisites:



Introduction to Training Administration

Content:

Introducing the Training Administration Build Plan

Setup courses

Setup calendar

Reports and enquiries

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including Attribute values, Relations, Supplier Groups)


Page 36 of 56


Implementing Planner

Overview: This course has been created to provide students with sufficient knowledge to be



Audience: All staff who will be directly involved with the creation of a new client within the

ABW solution.

Duration: One day.


Prerequisites:

Introduction to ABW


Introduction to Planner

Content:

Introducing the Planner Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including Attribute values, Relations, Supplier groups, P&Ds)


Page 37 of 56


Implementing Purchasing





ABW solution.

Duration: One day.


Prerequisites:

Introduction to ABW



Content:

Introducing the Purchasing Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual



Page 38 of 56


Implementing Project Costing and Billing





ABW solution.

Duration:


Prerequisites:

Introduction to ABW



Setting Up a New Client (recommended)

Content:

Introducing the Project, Costing and Billing Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including Attribute values, Relations, Supplier Groups)


Page 39 of 56


Implementing Timesheets





ABW solution.

Duration: 0.5 days.


Prerequisites:

Introduction to ABW


Introduction to Timesheets

Content:

Introducing the Timesheets Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including screenshots)


Page 40 of 56


Implementing Invoicing





ABW solution.

Duration: 0.5 days.


Prerequisites:

Introduction to ABW



Introduction to PCB Invoicing


Implementing PCB

Implementing Timesheets (recommended)

Content:

Introducing the Invoicing Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual



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Implementing Sales Order Processing





ABW solution.

Duration: One day.


Prerequisites:

Introduction to ABW



Content:

Introducing the Sales Order Processing Build Plan

Core setup

Deliverables:

Build Plan

PowerPoint

Course manual

Example documents (including screenshots)


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Reporting Course Syllabus

Enquiry Browser and Analyzer

Overview: This course covers the creation of enquiries within Agresso. It enables users to

create and edit enquiries, from simple ad-hoc enquiries to advanced, globally-used,

system-run enquiries. It also looks at different levels of functionality for creating

enquiries and various tools for viewing the results.

Audience: All staff creating enquiries and reports within Agresso for any area of the system.

Duration: Two days.


Prerequisites:

Introduction to Agresso for Finance Users


Content:

Creating simple enquiries

Creating balance table enquiries

Browser enquiries

Self Service reporting

Reporting tools

Graphical presentation of data

Deliverables:

PowerPoint

Course manual


SDD


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Implementing Balance Tables

Overview: This course covers the use balance tables, from why you would use them to creating

new tables, and editing and maintaining existing ones. It also covers populating

balance tables with data and reporting on them.

Audience: All staff who will be responsible for creating or maintaining reports within ABW.

Duration: One day.


Prerequisites:

Introduction to ABW.

It can also be useful to have covered Enquiry Browser and Analyzer

Content:

An overview of balance tables

Creating a balance table

Reporting on a balance table

Editing a balance table

Linking a balance table to the data model

System balance tables

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


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Excelerator Basics

Overview: This course is involved with what an Excelerator report is, how to create one, the

functionality required to build and enhance a report, and the different methods to

view the report results. It provides students with sufficient knowledge to be able to

build reports, amend and maintain existing reports, and run them using the various

tools available.

Audience: All staff who will be creating reports, especially management and regularly run

reports.

Duration: One day.

Interface: Microsoft Excel.

Prerequisites:

Introduction to ABW


Content:

An overview of Excelerator

Key concepts

Creating a basic report

Formatting functionality

Crosstab reports

Working offline

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


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Excelerator Advanced

Overview: This course builds on the knowledge obtained from the basic Excelerator course to

create reports using more advanced functionality. It provides participants with

sufficient knowledge to be able to enhance existing reports and run reports from

within ABW. The course enables participants to split the output of reports and use

parameters to perform different areas of functionality, for example emailing the

report output automatically. It also includes running reports from within Agresso

and all the features that functionality provides.

Audience: All staff who will be directly involved with the creation of new reports and

maintenance of existing reports.

Duration: Two days.

Interface: Microsoft Excel and Smart Client.

Prerequisites:

Excelerator Basics

Content:

Creating templates

Management report packs

Grouping and summaries

Running a report from the server

Parameter functionality

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


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Agresso Report Creator (ARC)

Overview: This course covers the basic functionality of Agresso Report Creator. It includes

information on how to create reports, edit existing standard reports, and configure

them. It provide students with sufficient knowledge to be able to build new reports

and edit existing reports and looks at the functionality ARC has to offer and the

features they provide.

Audience: All staff who will be directly involved with the creation of new reports and the

maintenance of existing reports that are to be sent to third parties.

Duration: Two days.

Interface: ARC and Smart Client.

Prerequisites:

Introduction to ABW

Enquiry Browser and Analyzer.

Content:

The report process

Creating a report

Formatting and customising a report

Methods of running a report

Advanced features

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


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Tools Course Syllabus

Workflow Setup

Overview: This course covers the basic principles of how to build a workflow, automate tasks

and direct the flow of work and its activities all the way through a business process.

It provides students with sufficient knowledge to be able to build the desired

solution in accordance with the Solution Design Document as directed by their

Agresso Implementation Consultant.

Audience: Any staff involved in building, maintaining, or supporting workflow.

Duration: One day.


Prerequisites:

Introduction to ABW

Content:

An overview of workflow

Creating a basic workflow

Setup features

Advanced functionality

Workflow enquiries

Deliverables:

PowerPoint

Course manual

Example documents (workflows)


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IntellAgent Setup

Overview: This course covers how to create a simple IntellAgent event and advanced events

using browser enquiries and other tools. It provides participants with sufficient

knowledge to be able to build both simple and advanced events using multiple tools

and media methods, automate processes, and handle files.

Audience: All staff who will be setting up IntellAgent events, or maintaining and supporting

existing events.

Duration: One day.


Prerequisites:

Introduction to ABW

Content:

How to create a simple IntellAgent event

How to create an advanced IntellAgent event

Examples of advanced events

Advanced features

Enquiries

Deliverables:

PowerPoint

Course manual

Example documents (QRGs)


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Flexi-fields Setup

Overviews: This course provides participants with knowledge to enable them to create a flexi-

field, link it to a master file, amend and give access to it. It also covers some of the

additional functionality.

Audience: All staff who will be directly involved with the building of flexi-fields.

Duration: Two hours


Prerequisites:

Introduction to ABW

Content:

An overview of flexi-fields

How to create a flexi-field.

Enhanced flexi-fields

Examples

Deliverables:

PowerPoint

Course manual

Example documents


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Document Archive Setup

Overview: This course teaches participants the concepts of Document archive and how to

implement it. It covers different examples in multiple areas of the system.

Audience: All staff who will be setting up the Document archive.

Duration: Two hours.


Content:

An overview of Document Archive

Document Archive Setup

How to create a Document Type

How to create a Document Archive

Deliverables:

PowerPoint

Course manual


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Action Overview Setup

Overview: This course includes an introduction to Action Overview, the different functions

available, and implementation in multiple areas of Agresso. It provides participants

with sufficient knowledge to be able to set up Action Overview.

Audience: All staff who will be directly involved with creating Action Overview functionality.



Content:

What is Action Overview?

How to create an Action Overview

How to create an Action Overview (examples)

Deliverables:

PowerPoint

Course manual

Example documents


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Triggers

Overview: This course provides students with sufficient knowledge to be able to build the

desired solution in accordance with the Solution Design Document as directed by

their Agresso Implementation Consultant.


ABW solution.

Duration: One day.

Interface:

Content:


Core setup

Deliverables:

PowerPoint

Course manual

Example documents (Attribute values, relations, P&Ds)

SDD

Build Plan


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Supporting Course Syllabus

Basic Data Loads

Overview: This course provides students with sufficient knowledge to enable them to load their

(non HR) data as directed by their Agresso Implementation Consultant.


ABW solution.

Duration: One day.

Interface:

Content:


Core setup

Deliverables:

PowerPoint

Course manual

Sample data loads



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Loading HR Data

Overview: This course provides students with sufficient knowledge to enable them to load HR

data as directed by their Agresso Implementation Consultant.

Audience: All staff who will be directly involved with loading HR data into ABW.

Duration: One day.

Interface:

Content:

Adding BIF to Excel

Identifying your data source

Logging on to the server

Loading HR data

Deliverables:

PowerPoint

Course manual

Sample data loads



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Security and Admin

Overview: This course covers basic administration functions, including creating new users and

applying access to different areas of the system, data control, scheduling reports,

and deleting and archiving data.

Audience: All staff who will be directly involved with supporting and administering the ABW

system.

Duration: Two days.


Content:

ABW fundamentals

User access

Data control

Managing reports

Deleting and archiving data

Balance table maintenance

Menu configuration

Managing transaction data

Deliverables:

PowerPoint

Course manual


SDD

Build Plan


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