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Basic Financials Training Outline

Common Foundation

A comprehensive hands-on introduction to JD Edwards that familiarizes you with:

Menu Navigation
Address Book
User Defined Codes (UDCs)
Inquiry Techniques
Grid Mechanics
Category Codes
Running a Standard Report

Accounts Receivable

From the basics of entering invoices to recording payments and dealing with credit and collection issues, this section will enrich your overall understanding of the integration of the financial modules and give you experience in each of the following:

A/R Constants
Understanding Category Codes
Invoice Creation
Changing/Deleting an Unposted Invoice
Reviewing & Posting Invoices
Changing a Posted Invoice
Voiding an Invoice
Creating Receipts
Modifying a Receipt
Voiding a Receipt
Reviewing the Customer Ledger
Delinquency Notice Setup and Processing
Running Statements
Generating Reimbursements
A/R - A/P Netting
Inquiries & Reports
Year-End Considerations

General Ledger

Hands-on exercises give you experience using all the major features within General Ledger related to your company's day-to-day Financial activities:

Company Setup
Changing the Period/Year
Understanding Financial User Defined Codes (UDC's)
Business Unit Setup
Chart of Accounts
Journal Entry Creation
Changing/Deleting an Unposted Journal Entry
Reviewing & Posting Journal Entries
Changing a Posted Journal Entry
Voiding Journal Entries
Allocations
Budgets
Inquiries & Reports
Closing a Year

Accounts Payable

Each exercise builds on the knowledge gained in the General Ledger workshop. Learn the basics of Accounts Payable, from vouchers to budgeting and reporting, and gain confidence in handling these functions for your own company:

A/P Constants
Understanding Category Codes
Special Handling Codes
Voucher creation
Changing/Deleting an Unposted Voucher
Reviewing & Posting Vouchers
Changing a Posted Voucher
Voiding a Voucher
Creating Payments
Modifying a Payment
Voiding a Check
Reviewing the Supplier Ledger
1099 Processing
Inquiries & Reports
Year-End Considerations

Basic JD Edwards Financials Course Description
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Course Pricing

Available upon request. Please contact Sandy Acker, ERP Solutions Manager, at 1.877.832.2594 ext 140 or Sandy.Acker at ERPtips dot com.

Financials Basic

Gain a clear understanding of the General Ledger, Accounts Payable, and Accounts Receivable modules in JD Edwards. Using hands-on practice exercises, we will walk you through the financial processes a typical company will use during an ordinary month and prepare you for real-world challenges in Financials.

Just like the JDEtips Journal, our onsite training covers application and technical topics for both World and EnterpriseOne. We train JD Edwards implementation team members and super-users on any topics covered in the standard JD Edwards course catalog, and we go beyond that to offer cutting edge configuration and reporting techniques that can fill the gap in your JD Edwards know-how.

We help JD Edwards clients and consultants solve business and technical problems with our library of undocumented features, timesaving solutions, and best practices. Request a free sample issue of JDEtips Journal.

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Testimonials

"The workshop manuals were much better than the standard JDE class manuals; they had tips, questions, answers, and warnings. The instructor was not only knowledgeable and informative, he had the real world experience to understand our needs and the ability to bring solutions to light in an easy-to-understand manner. He was patient and easy going. I would recommend JDEtips training to anyone with a need to gain advanced JD Edwards knowledge.

Scott Maynard, Production & Manufacturing Manager, BJ Services, Inc.

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