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Please contact CBS for additional information on available eLearning learning@calbs.com Phone: (310) 651-8543 Applications: Bank Reconciliation in Microsoft Dynamics SL 6.5 eCourse (P) This eCourse explores the features and benefits of Bank Reconciliation for Microsoft Dynamics SL 6.5. You learn how to enter bank accounts, import bank transactions, and reconcile a bank statement against the General Ledger. Microsoft Business Solutions Solomon 6.0-Accounts Payable eCourse (P) This course delves into the accounting cycle and the processes required to enter vendor invoices and process checks. As well, this course will show you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. You will gain a thorough understanding of these topics which will allow you to capitalize on vendor discount dates to reduce payable liabilities and easily select vouchers for payment by date, vendor, number, or custom query to control your cash outlay. You will learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Payables, Vendor Trial Balance, Check Register, and the Accounts Payable Batch Register. This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions. Accounts Receivable in Microsoft Dynamics SL 6.5 eCourse (P) The Accounts Receivable in Microsoft Dynamics SL eCourse explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course will show you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, reverse and void payments, and month-end closing. Learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available. You will gain a thorough understanding of these topics which will allow you to apply payments and credit memos to specific unpaid invoices by using several automatic payment application options. This will keep customer payment information consistent and accurate. You will learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Trial Balance, and the Accounts Receivable Batch Register. This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions. Cash Manager in Microsoft Dynamics SL 6.5 eCourse (P) This eCourse explores the features and benefits of the Cash Manager module. You learn how to classify transactions by account type, view cash balances, reconcile bank accounts, and project cash flows. Understanding these topics allows you to access current cash balance information instantly while entering transactions, to help you track what is in the bank on a daily basis. Transfer funds between different cash accounts and manage your money effectively while accurately displaying critical information at a moment’s notice. Reconcile bank statements easily according to your schedule and your business demands. Assemble daily cash balances from subsidiary databases into a “consolidated” database, so cash account balances for the entire organization are available to view in one application. Reconcile bank statements quickly and easily from a central location and at any time of the month, including daily processing, through the Bank Reconciliation screen, which shows all related activity for a specified period. General Ledger in Microsoft Dynamics SL 6.5 eCourse (P) The General Ledger in Microsoft Dynamics SL eCourse explores the accounting cycle and the processes required to enter financial data into the system. As well, this course will show you how to perform additional functions such as account/subaccount validation, budgeting, allocation, month-end closing, and consolidation. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as account allocations, and reports. You will learn how to accelerate data entry with transaction batch options while reducing data entry errors by defining valid account and sub-account combinations. This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions. Distribution: Inventory in Microsoft Dynamics SL 6.5 eCourse (P) The Inventory for Dynamics SL eCourse explores all aspects of the Inventory module from the initial setup of inventory items and the multiple methods of valuation supported, to the types of inventory transactions available and the tight integration to the Purchasing and Order Management modules. You will learn how to control inventory challenges and maximize your company’s net profits based on the way you do business. We will show you how to define default inventory account numbers, COGS, variances, sites, product classes, valuation methods and more, which will improve efficiency and cut down on costly data entry errors. This class shows you how to group items for pricing, promotional, or analytical purposes and by type, such as finished good, raw material, component, and more. We will show you how to quickly find information such as inventory quantity on hand, quantity available, quantity on back order, costs, and list prices, and where to drill down to transaction details. You will learn how to manage multiple warehouses, negative quantities, and lot/serial numbers. We will demonstrate how Lot/Serial Number tracking is streamlined during inventory transaction entry. You will be able to simplify entry and reconciliation of physical inventory counts with a variety of options, including the ability to freeze inventory quantities so they are not updated by day-to-day transactions while you are counting. Microsoft Business Solutions Solomon 5.0-Inventory & Order Processing Market Overview eCourse (P) The Inventory & Order Processing Market Overview eCourse is designed to assist Partners who will be selling Microsoft Business Solutions-Solomon into the Inventory & Order Processing Industry. The Microsoft Business Solutions-Solomon Inventory & Order Processing product meets the needs of many companies in the Inventory & Order Processing Industry. This eCourse is set up to provide you with insight into marketing and selling into this industry. Product capabilities, key values and target markets are discussed. Finally, you will receive a demonstration of the Inventory & Order Processing Series. This demonstration will provide a great overview of the product and assist you in preparing for your next Microsoft Business Solutions-Solomon demonstration. Order Management in Dynamics SL 6.5 eCourse (P)
This course will show you how to easily manage the life-cycle of your customer’s order from the initial quote to the shipment documentation and final invoicing. You learn how to perform additional functions such as create shippers, define credit rules, use the Credit Manager’s Assistant and Customer Service Assistant, and define discount pricing. This course also covers setup and processing in the Order to Purchase module. You will gain a thorough understanding of these topics which allows you to boost order management productivity and help improve customer service by automating sales order workflow procedures. Solomon Order Management gives you precise control over the flow of order information by the use of customer defined Order Steps which allow for manager approval and credit checking throughout the life of the sales order. You will learn how you can place large orders for best unit pricing, yet have goods shipped in smaller increments for production lines. We will show you how to apply your own credit rules to sales orders to determine whether or not they should be accepted or shipped. This course shows you how to eliminate unnecessary steps in the order process, set up required steps according to your own business needs, and automate routine steps. We will show you how you can negotiate prices with immediate access to costs and pricing information. You will learn how to manually change quantity, units of measure, price, discount percent, extension, commissionable cost, or gross profit percentage by sales order or customer. We will show you how you can override shipping priorities and control what happens when orders exceed quantity on hand. You will learn how to ship orders to multiple locations and on multiple delivery dates using Order Management functionality for unlimited shipping addresses and shipping dates per line item.. Purchasing in Microsoft Dynamics SL 6.5 eCourse (P) The Microsoft Business Solutions Solomon Purchasing course explores the details for the Purchasing module from how to enter simple purchase orders with as little as three pieces of information: Vendor ID, Inventory Item ID, and quantity to everything else — including unit cost, unit of measure, and account/sub-account information, based on your own business rules. You will learn to make informed decisions using a variety of comprehensive reports that enable you to negotiate the best prices with your vendors by understanding what products and services your company needs, the right time to order them, and the best vendors. You will use the automatic vouchering process to create Accounts Payable Vouchers and learn how to update inventory immediately, rather than when the vendor invoice arrives. We will show you how to create a receipt with just the PO Number from a packing slip. You will learn how to enter receipts, track open orders, override unit costs, and receive quantities larger than original purchase orders. This class discusses topics such as how an item’s receipt unit of measure can differ from an item’s stocking unit of measure and how the receipt can automatically be converted to the stocking unit measures, so that inventory is accurately updated. We will also cover how to set up Vendor defaults, such as shipping addresses, accounts and sub accounts to be used on new Purchase Orders, which allows you to create Purchase Orders and Receipts with a minimum amount of manual data entry. We discuss how to use the indicators on Purchase Order line items to indicate whether items are for internal use, such as office supplies, or for inventory, such as resale or production items. Installation and Configuration: Microsoft Business Solutions Solomon 5.5-Customization Manager eCourse (P) This eCourse provides a comprehensive and practical overview of how to use Microsoft Business Solutions-Solomon Customization Manager to modify standard Microsoft Business Solutions-Solomon application windows. You will successfully learn how to give a custom look to Microsoft Business Solutions-Solomon Windows and meet specific system processing or security requirements and accommodate individual user needs. You will become well acquainted with the basic theory, tools, and functions of Customization manager. You will also be introduced to Customization Manager terminology and learn to use the module to complete simple Solomon windows customizations. The eCourse will provide methodology for customization management and maintenance and teach fundamental Microsoft Business Solutions-Solomon Visual Basic Application. Microsoft Business Solutions Business Portal 2.5-Installation & Configuration eCourse (P) This online course is designed to assist users in understanding how to implement Microsoft Business Solutions-Business Portal R2.5. It also discusses User Administration, Personalization, Key Performance Indicators and Content Management. Installation & Configuration in Microsoft Dynamics SL 6.5 eCourse (P) This eCourse develops your understanding of technologies and
techniques necessary to successfully install Solomon. By covering the basics of
installation and setup, as well as advanced topics such as optimization, the
course builds your confidence and minimizes the installation time for your
customers. The course will cover the installation of Solomon as well as the installation of the related products listed in the agenda. This course does not go into the setup and use of the Solomon application as these topics are covered within other training offered by Microsoft Business Solutions. Microsoft Business Solutions-SQL Server eCourse (P) This eCourse is designed to strengthen a user's Microsoft SQL Server installation, administration, & optimization skills. You will increase your understanding of the concepts of SQL Server, as well as learn how to implement these concepts into your database environment. Microsoft Business Solutions Solomon 5.0-Tools for Visual Basic eCourse (P) This eCourse is designed to be an in depth, hands-on introduction to the Microsoft Business Solutions-Solomon Tools for Visual Basic program and how you use them to create your programs. The eCourse helps you create maintenance programs that will fully integrate with a Microsoft Business Solutions-Solomon system. You will learn the basics of creating programs, troubleshooting your work, and the steps needed to deliver your programs to Microsoft Business Solutions-Solomon users. Project Series: Microsoft Business Solutions Solomon 5.5-PSA Enabler eCourse - Solomon (P) By actively completing this tutorial you will understand how to setup, configure and use the Microsoft Project integration with Microsoft Business Solutions-Solomon. You will also learn integration concepts that will help you determine the best plan for deployment of the PSA integration application. Microsoft Business Solutions Solomon 5.0-Prof Services Automation Market Overview eCourse - Solomon (P) The Professional Service Automation Market Overview eCourse is designed to assist Partners who will be selling Solomon into the Professional Service Automation market. The Microsoft Business Solutions-Solomon Professional Service Automation product meets the needs of many companies in this Industry. This eCourse is set up to provide you with insight into marketing and selling into this industry. You will then receive a product overview highlighting the features and functionalities on the PSA modules. Demonstration and implementation hints are provided as well as demonstration of some of the major product features. Reporting: Microsoft Business Solutions-Crystal Reports eCourse (P) This online course presents specific information about the implementation and use of Microsoft Business Solutions-Crystal Reports Version 9.0. In addition, there is general information on the processes of receiving and translating user requests into effective report designs. From an overview perspective, you will understand the structure and purposes of database configurations and the methods by which Microsoft Business Solutions-Crystal Reports is able to connect with and draw data from your Microsoft Business Solutions financial management application. There are detailed presentations addressing the selection and incorporation of data tables, the identification of field-level data, and the features and tools that support the arrangement and formatting of information on your reports. Microsoft Business Solutions-FRx I eCourse (P) Microsoft Business Solutions-FRx I teaches you important functionality and basic report design you need to realize immediate benefits from Microsoft Business Solutions-FRx. Even if you have experience using Microsoft Business Solutions-FRx to create reports, you will learn new reports and methods to distribute and analyze your company’s financial information. This is a course designed for financial professionals on creating, maintaining and distributing presentation quality reports using Microsoft Business Solutions-FRx. Features covered include complex calculations, drag and drop reorganizations, rounding adjustments and account sets. Microsoft Business Solutions-FRx II eCourse (P) Microsoft Business Solutions-FRx II teaches you the advanced Microsoft Business Solutions-FRx techniques necessary to create a more comprehensive suite of financial and management reports. This is a course designed for financial professionals who need to create more sophisticated reports using Microsoft Business Solutions-FRx® Desktop. You will learn advanced report design concepts that are required to analyze company information in today’s challenging business environment. Sales & Industry: Microsoft Business Solutions Solomon 5.0-Field Service Market Overview eCourse (P) The Field Service Market Overview eCourse is designed to assist Partners who will be selling Microsoft Business Solutions-Solomon into the Field Service Industry. The Microsoft Business Solutions-Solomon Field Service product meets the needs of many companies in the Field Service Industry. This eCourse is set up to provide you with insight into marketing and selling into this industry. Once familiar with the market and the types of companies that Microsoft Business Solutions-Solomon is designed to best serve, you will receive an overview of the Microsoft Business Solutions-Solomon Field Service product. This will include understanding of key features and functionality and how the Field Service modules integrate with the other Microsoft Business Solutions- Solomon modules. Finally, you will participate in a demonstration of the Microsoft Business Solutions-Solomon Field Service modules. This will provide you with a good understanding of how to demonstrate Microsoft Business Solutions-Solomon during the sales process. Please contact CBS for additional information on available eLearning learning@calbs.com Phone: (310) 651-8543 |
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