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| SunSystems Courses |
| Course |
Course Information |
| Vision XL for Business and Financial |
OBJECTIVE:
To cover all aspects of Vision Excel for Financials and Business including the ability to send data to SunSystems and to extract balances and transactions. Vision XL allows information from multiple data tables to be incorporated into Microsoft Excel to produce a single report. It is an intuitive addition to the capabilities of Excel and provides fast and adaptable ways to exchange data with SunSystems modules. Data prepared in Excel worksheets can be transferred directly to SunSystem applications.
CONTENT:Load Vision XL,Use the Vision XL functions of Reference File Link and Reference File Fill to extract references data from SunSystems Accounts modules into an Excel worksheet,Use Extract Balances, Data Fill and Extract Transactions to extract monetary or physical balances from SunSystems Accounts modules into an Excel worksheet, Use Macro Builder to create a Vision XL macro that automates Vision XL activities, Use Data Selector to create drop-down lists from Excel and SunSystems Accounts modules., Use Send Data Periods to create an import file for transactions, Use Formula Converter to convert Vision XL Business format formulas to Vision XL. and more.....
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| Vision XL |
OBJECTIVE:
Delegates will gain an understanding of what Vision Executive can do, and its main reporting and analysis functionality. Delegates will learn how to design more advanced reports in Vision Executive, e.g.: across multiple business units and budgets; learn about the more advanced functions: using hierarchies; using dynamic filters; creating statements with link codes; complex user defined outputs, designing reports with charts.
CONTENT
Understand the concepts and functionality of Vision Executive V6, Learn to create summary and detailed reports, How to import and export data to/from Excel, creating default report designs and workbook templates. Saving workbooks and managing reports,Incorporate charts into the reports, Using the analysis tools – drill downs, breakouts, expand, and cubes. Saving the results in drill paths, Printing and outputting files, Creating complex reports: multiple budgets and business units, Using Hierarchies in Vision Executive, Incorporating Executive reports into documents, Creating dynamic filters – the Query prompt mode, Using Link Codes to generate statements or letters and more....
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| Vision ALERT |
OBJECTIVE:
Vision Alert is an extension of, and an aid to Vision XL, Vision Word and Vision Executive used to monitor and analyze information and program automatic, conditional responses to the information received. Vision Alert is an easy to use, highly flexible means of automating designated reporting tasks, on an event-or time-driven basis. ‘Alerts’ are created that enable Vision Alert to make automated, conditional responses to specified conditions in Vision reports.
CONTENTTest & Save Client E-mail Settings,Define Workbook Alerts , List and explain the components of Vision Alert, List and explain the two types of Alerts, understand the Alert Manager functions, Set up a TCP Port, Create Tasks & Processes, Conditionally process Activities in a Vision Executive Workbook Process, Test Tasks, Create an Excel Workbook Alert , Schedule Tasks, Edit Schedules, Create Tasks with Conditional Processing, Export & Import Tasks
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| Budget Management |
OBJECTIVEVision Budget Management controls the entire budgeting process. User defined fields such as Approval Authority, can be attached to Budget, Budget Groups and workbooks. Vision Budget Management enables you to control the entire budgeting process including the dispatch and collection of budgeting workbooks and the automatic transfer of budget data from Excel to the Data Warehouse.
CONTENTLoading Vision Add-in & Excel Templates, Creating a database profile, Creating a new budget and budget group , Linking Vision Reports, Dispatching and importing work books, Validating work books and transferring to Data Warehouse, Modify the Budget Structure , Adding User Defined fields and creating filters , Transfer method - Balance by Ledger , Clear down Data Warehouse, Administration for Vision budget management
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| Sun 4 SunSystems Accounting |
OBJECTIVEThis course focuses in detail on the core module of Financials 4.2. You will explore all aspects of Ledger Accounting - including posting transactions and standard reporting.
CONTENTCreate new accounts, Post transactions to the ledger with, Subsequent account enquiry , Match debit and credit entries in accounts, Run reports
Archive data, Rough book processing and tax reporting
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| Sun 4 Fixed Assets management |
OBJECTIVE:A course covering the features and functions of the Asset Register module
CONTENT: Describe the steps in the life of an asset recorded in the Fixed Asset Register ,Record details of assets ,Enter initial asset values ,Identify the principle methods of depreciation available in the Fixed Asset Register ,Configure and maintain the register definition ,Use the spread ratio facility to spread depreciation across the life of the asset ,Record asset analysis codes on AR=Asset Register ,Describe how depreciation can be split across T-codes
,Calculate depreciation automatically and post it to the correct period ,Report on depreciation forecast over a given period ,Dispose of assets ,Record the disposal values of assets in the appropriate accounts
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| Sun 4 Purchase Order Processing (Users) |
OBJECTIVE:You will explore the Purchase Order life cycle from initial commitment to receipt of goods and finally invoice matching. You will also learn about the powerful enquiry and reporting tools available and consolidate your skills using guided exercises. This course introduces the skills required to set up screens and administer the purchase order system and its database. Throughout the course you will practice your skills with the aid of exercises.
CONTENTUnderstand the concepts behind the Purchase Order modules ,Know the principal set up screens for suppliers, stock items and purchase transactions ,Understand the life cycle of purchase transactions within Purchase Order Processing and create different transactions ,Search for information on specific suppliers and items within the system, Set up and administer a purchase ordering system, Customise the database within the Purchase Order Module ,Manage and control the user environment
data can be held in Asset Dairy records. |
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| Sun 4 Sales Order Processing |
OBJECTIVE:
You will explore the life cycle of a sales transaction, from the initial quotation through to the sales invoice. You will learn about the powerful enquiry and reporting tools available within this module. You will be provided with the skills to set up Sales Order screens, customise the Sales Order database and maintain the user environment. Throughout the course you will practice your new skills using guided exercises.
CONTENT:Understand the concepts behind the Sales Order module ,Utilise the principal set up screens for customers, stock items and sales transactions ,Understand the life cycle of sales transactions within Sales Order Processing. Search for information on specific customers and items within the system Set up and administer a sales ordering system ,Customise the database within the Sales Order module ,Manage and control the user environment
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| Sun 4 Bank Reconciliation |
OBJECTIVE:Reconciliation Manager allows users to reconcile and allocate accounts in SunSystems, ledgers and databases. It relies on Transfer Manager to import external data and on the Rules Engine (Business Rules) to define complex reconciliation criteria. Reconciliation Manager fully replaces Bank Reconciliation companion product as well as adding brand new functionality
CONTENT:Configure and use Reconciliation Manager to reconcile and allocate accounts in SunSystems ledgers and databases. ,Configure Rule Sets to conditionally reconcile transactions across SunSystems ledgers and databases.,Import an electronic bank statement and carryout bank reconciliation
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| Sun 4 Process Manager |
OBJECTIVE:This course will enable users to configure the Rules Engine to validate and automate the processing of data in SunSystems. For example, data values can be set or calculated automatically, or alternatively, error messages can be displayed so that the operator is forced to amend an incorrect data entry value
CONTENT: Configure Business Rules to validate and automate the processing of data in SunSystems ,Use the following functions of the Rules Engine to validate the entry of data into SunSystems: Event Profile, Rule Set, Rule Messages, Lookup Tables, Definable Data Items
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| Sun 4 for Auditors |
OBJECTIVE
This course is to enable auditors to understand SunSystems set-up and how transactions are processed so that they can satisfy themselves that the reports generated contain valid and accurate information. The aim of this course is to enable both Internal and External Auditors to understand the workings of SunSystems
CONTENT:SunSystems Overview & Auditing Concepts,Operator Definition & Operator Permission, Audit Control
,Database Definition & Ledger Definition
,Structure of Chart of Accounts, Fixed Assets & Stock,Analysis & Transaction Types,Tracing Transactions through the System,Freeform at Macros
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| Sun 4 for System Administration |
OBJECTIVE:You will explore the structure of SunSystems modules, create and learn to upgrade from one version of SunSystems to another, security issues, assigning printers and importing/exporting data.
CONTENT:Know the structure of the SunSystems modules ,Upgrade from earlier versions of SunSystems ,Create a database ,Create new operator groups, assign permissions to groups, create and attach new operators. ,Define printers and control sequences ,Interface both static and transactional data
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| Sun 4 Inventory Control |
OBJECTIVE:
You will explore the stock taking procedures and stock movements, the enquiry and reporting capabilities of this module. Throughout the course you will have the opportunity to practice your skills using guided exercises.
CONTENT:Set up Inventory Control files ,Define, value and re-value stock in a number of different ways
,Report on stock quantities
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| Sun 4 Management Overview |
OBJECTIVE:
The management overview course will give you a basic insight into elements of SunSystems, providing you with the perfect platform to move onto more specific training. It will take you through an overview of the ledger accounting module in financials. You will explore the functionality of the module from the creation of the Chart of Accounts to the production of management reports. You will also be introduced to Sales Order Processing, Purchase Order Processing and Inventory Control. It will explore the capability of selected functions within each module. This course explores the functionality of Process Manager and the potential use of Business rules. It will provide an overview of the capability of Process Manager.
CONTENT:
Create new accounts and analyse data
,Post transactions to the ledger with subsequent account enquiry
,Match debit and credit entries in accounts
,Produce reports
,Archive data
,Understand the functionality of the three Business Version 4.2 modules.
,Understand the life cycle of various transaction types.
,Examine the creation of reference and transactional data.
,Discuss the inquiry and reporting functions within each module.
,Demonstrate the potential uses of Business Rules
,Describe how data is manipulated using Transfer Manager
,Demonstrate how Reconciliation Manager can reconcile and allocate accounts in SunSystems
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| Sun 4 REPORT WRITER |
OBJECTIVE:Throughout the course, you will learn about the three report writing tools in Ledger Accounting: Financial Analysis, Financial Statements and Financial Tables. You will practice your new skills through exercises to produce commonly requested financial reports.
CONTENT:Run, design and amend reports using the three report writers
,Identify the most appropriate Report Writer for a specific report
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| Sun 5 Ledger Accounting |
OBJECTIVE:This course focuses in detail on the core Financials module of SunSystems Version 5 and users will explore all aspects of the single ledger and period accounting theories as well as transaction analysis. User will also have the opportunity, through the use of exercises, to create chart of accounts and journal type records to enable the entry of different kinds of transaction. There are also sessions dedicated to Inquiring on the ledger, managing payables and receivables and on multi-currency configuration and entry.
CONTENTList key concepts of SunSystems.
,Create and maintain a Business Unit.
,Design, Configure and use Navigation Manager.
,Configure and use the Global Analysis elements.
,Create and maintain reference records.
,Create and maintain Customer and Supplier records.
,Setup Ledger Entry to enter ledger transactions.
,Define Payment Terms and carry out a Payment Run.
,Define and use the Multi-Currency elements of SunSystems
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| Sun 5 Fixed Assets Management |
OBJECTIVE:SunSystems Fixed Asset (Asset Register) module is a tool that allows you to record details of your fixed assets, along with associated acquisition, addition, depreciation, and disposal transactions. It will automatically depreciate them according to various rates and percentages and, because the module is fully integrated with Ledger Accounting, all relevant general ledger postings will also be created. Powerful analysis capabilities allow you to report and inquire on your assets in many ways and, when the asset is no longer in use, the module can automatically generate ledger accounting disposal transactions. In short, the module manages the entire life cycle of your fixed assets. Further information such as insurance valuations and maintenance data can be held in Asset Dairy records.
CONTENT:Log in and navigate around SunSystems.
,Understand key concepts relating to SunSystems.
,Apply the principles for setup of the module.
,Create and process asset transactions.
,Dispose of assets.
,Integrate to other SunSystems modules.
,Identify the different methods of depreciation.
,Report on asset transactions and balances.
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| Sun 5 Corporate Allocation |
OBJECTIVECovers the SunSystems 5 Corporate Allocations module.
CONTENT:BUnderstand key concepts relating to SunSystems.
,Understand the concepts behind Corporate Allocations.
,Identify all the required set-up screens and understand how they inter-relate.
,Create single-level cost apportionment or budget spread allocation routines.
,Create hierarchical cost apportionment.
,Define automated Inter-Company posting routines.
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| Sun 5 Sales Order Processing |
OBJECTIVE:
You will explore the life cycle of a sales transaction, from the initial quotation through to the sales invoice. You will learn about the powerful enquiry and reporting tools available within this module. You will be provided with the skills to set up Sales Order screens, customise the Sales Order database and maintain the user environment. Throughout the course you will practice your new skills using guided exercises.
Understand the concepts behind the Sales Order module
,Utilise the principal set up screens for customers, stock items and sales transactions
,Understand the life cycle of sales transactions within Sales Order Processing.
,Search for information on specific customers and items within the system
,Set up and administer a sales ordering system
,Customise the database within the Sales Order module
,Manage and control the user environment
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| Sun 5 Reconciliation Management |
OBJECTIVE
Reconciliation Manager (RM) provides the facility to match and reconcile transactions in SunSystems ledgers, either automatically according to predefined match criteria, or manually. Reconciliation Manager allows you to reconcile transactions on different accounts. For example, to reconcile transactions that appears on two corresponding inter-company accounts.
CONTENTConfigure and use Reconciliation Manager to reconcile and allocate accounts in SunSystems ledgers and databases. ,Configure Rule Sets to conditionally reconcile transactions across SunSystems ledgers and databases., Import electronic bank statement and carryout bank reconciliation
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| Sun 5 SunSystems for Administrators |
OBJECTIVE:
Covers all the systems administration and security functions that are required in a SunSystems 5 implementation.
CONTENTCreate/Delete a Business Unit., Copy a Business Unit to another Business Unit. , Understand the Business Unit Setup options. , Clear an Operator. , Serialize SunSystems. , Perform Period Cleardown. , Create a new Operator. , Create a new Operator Group , Archive Transactions. , Configure Data Audit. , Create a new Data Access Group. , Create and maintain data entry and reference maintenance forms. , Edit the toolbar actions on selected forms. , Define and amend data items and their labels. , Apply permissions to specific forms. , Create and maintain filters for data entry and reference maintenance.
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| Sun 5 SunSystems for Auditors |
OBJECTIVE:
This course is to enable auditors to understand SunSystems set-up and how transactions are processed so that they can satisfy themselves that the reports generated contain valid and accurate information. The aim of this course is to enable both Internal and External Auditors to understand the workings of SunSystems
CONTENT:SunSystems Overview & Auditing Concepts,Operator Definition & Operator Permission,Audit Control,Database Definition & Ledger Definition,Structure of Chart of Accounts, Fixed Assets & Stock,Analysis & Transaction Types,Tracing Transactions through the System,Freeform at Macros |
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| Sun 5 Report Designer |
OBJECTIVE:
An Overview of the Report Writer Facility functionality in SunSystems 5 and introduction to report development in SunSystems 5.
To give attendees the ability to use Report Designer to amend SunSystems example reports to suit customer requirements.
CONTENT:Introduction to Report Designer, , Set-up and Integration into SunSystems , The Actuate Reporting Suite Features , SS e-Report Designer ,Understand the use of SS e-Report Designer ,Understand the functionality of Report Designer.
Design simple reports and modify existing reports.
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| Management Overview |
OBJECTIVE:
This course is designed to provide an overview only of the functionality of the software. It is not designed as a "hands on" course though it may be beneficial to access some screens periodically to facilitate better understanding of the system.
It will also introduce you to the broad concepts of Vision products
CONTENT:Vision Executive: Create a simple, single line query and create/ modify a chart. ,Vision Executive: Use the query function, to drilldown, expand, filter transactions and breakout to analyse a single line report. ,Vision XL: Extract transactional (ledger) data from SunSystems into spreadsheet. ,Vision XL: Post budgets and journals onto SunSystems. ,Vision Alert: Set up a Vision Alert in a workbook. ,Vision Alert: Schedule reports to run at pre-determined times.
,Vision Budget Management: Create a budget structure.
,Vision Budget Management: Post data to the data warehouse.
,Understand the concept of SunSystems
,Discuss how to create and report on reference data ,Discuss how to create and report on transaction data ,Have an understanding of security in Financials
,Have a broad understanding of Financial features and functionality
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