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TRADE REFRESHER TRAINING COURSE FOR DYNAMICS AX USERS
Koorb is pleased to announce our trade refresher training course. Although the training will be held on AX 2009, most of the content will still be relevant to users of other versions.
| Dates: |
Tuesday, 21st September 2010 |
| Time: |
9.30am to 4pm |
| Trainer: |
Lance Garrett |
| Location: |
Koorb Consulting |
| RSVP: |
Tuesday 7th September 2010
RSVP to Rhea Sands at rsands@koorb.co.nz
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Overview
The trade refresher course will provide attendees with a revision of advanced trade functionality in the Sales, Purchasing and Inventory Management modules. After attending this course, you should be able to carry out those tasks covered in the agenda.
Agenda
- Overview
- Quotations
- Return orders (AX2009)
- Price/discounts
- Transfer orders (AX4 & AX2009)
- Inventory journals
- Direct delivery orders, linked sales orders and purchase orders
- Advanced delivery date control (AX2009)
- Inventory inquiries
- Helpful inquiries and reports
Cost
The course will cost $300 per person (GST exclusive).
FINANCE REFRESHER TRAINING COURSES FOR DYNAMICS AX USERS: 10, 17 & 24 AUGUST 2010
Koorb is pleased to announce our finance refresher training courses. Although the training will be held on AX 2009, the majority of the content will still be relevant to users of other versions.
The finance refresher courses will be held as three half day sessions. You are welcome to book either just the ones you wish to attend, or all three. If you book all three you will receive a discount on the cost of the courses.
| Dates: |
Finance refresher 1: Accounts Receivable – Tuesday 10th August 2010
Finance refresher 2: Accounts Payable – Tuesday 17th August 2010
Finance refresher 3: General Ledger – Tuesday 24th August 2010 |
| Time: |
All courses will run from 9am to 1pm |
| Trainer: |
Lisa Adamson |
| Location: |
Koorb Consulting |
| RSVP: |
Tuesday 27th July 2010
RSVP to Jo Thom at jthom@koorb.co.nz |
Overview
This course will cover the common tasks carried out in Accounts Receivable, Accounts Payable and the General Ledger. After attending this course, you should be able to carry out those tasks covered in the agenda.
Agenda
Accounts Receivable
- Creating a customer
- Free text invoice
- Receipts
- Settlements
- Statements
- Aging report
- Collection letters
Accounts Payable
- Creating a supplier
- AP invoice
- Purchase order invoice
- Payment proposals
- Settlements
- Aging report
General Ledger
- Chart of accounts and dimensions
- General ledger
- Budgets
- Financial statements
- Creating a financial year, stopping periods
- Exchange adjustments (GL, AP and AR)
- Periodic (standing) journals
- Reversing journals
- GST
Cost
Each course will cost $300 per person (GST exclusive), or all take all three courses for $750 per person.
COST INVENTORY TRAINING COURSE FOR MICROSOFT DYNAMICS AX USERS: 15 JUNE 2010
Koorb is pleased to announce our first training course on Cost Inventory. Although the training will be held on AX 2009, the majority of the content will still be relevant to users of other versions.
| Date: |
Tuesday 15th June 2010 |
| Time: |
9am to 1pm |
| Trainer: |
Rob Finlay |
| Location: |
Koorb Consulting |
| RSVP: |
Tuesday 1st June 2010
RSVP to Jo Thom at jthom@koorb.co.nz |
Overview
The inventory costing course will provide attendees with an in depth understanding of how inventory is valued in AX, and how to set up the item master file to correctly manage stock financially. In addition, it will cover the recalculation and close process, along with recommended reports to reconcile inventory.
Agenda
- Inventory costing procedures
- FIFO
- Date weighted average
- Standard costing (old method)
- Inventory setup
- Item groups
- Inventory model groups
- Inventory Recalculations and Close Adjustment
- Recalculations
- Close
- On hand adjustment
- Transaction adjustment
- Inventory Reconciliation and Reporting
- Recommended reports to reconcile inventory
ATLAS XL TRAINING COURSE FOR MICROSOFT DYNAMICS AX USERS: 19 MAY 2010
Koorb is pleased to announce our first training course on Atlas XL. Although the training will be held on AX 2009, the majority of the content will still be relevant to users of other versions.
| Date: |
Wednesday 19th May 2010 |
| Time: |
9am to 1pm |
| Trainer: |
Lance Garrett |
| Location: |
Koorb Consulting |
| RSVP: |
Tuesday 4th May 2010
RSVP to Jo Thom at jthom@koorb.co.nz |
Overview
This course will cover the reporting and data upload functionality of Atlas XL. After attending this course, you should be able to run static reports, dynamic reports, change fields in records in AX and upload information such as budgets, forecasts, inventory counts and journals.
Agenda
- Introduction
- Overview of Atlas XL functionality
- Installation
- How to install into Excel
- How to log in
- Common issues
- Reporting
- Main Table report
- Transaction report
- Pivot report
- Balance function
- Main table reference function
- Top 10 function
- Views – How to create in AX
- Uploading
- Main table uploads
- Adding new records
- Updating existing records
- Advanced features
- Journal uploads
Atlas version 4 overview
Information for all courses
Parking: Onsite parking is limited, however we will endeavour to allocate a certain number of spaces for attendees on a first come, first served basis. There is metered street parking available for overflow, and there is also a nearby pay and display car park.
We will notify attendees of parking availability closer to the date, once we have an idea of numbers.
Refreshments
Tea, coffee and filtered water will be provided, as will morning tea.
Booking Terms and Cost
The course will cost $300 per person (GST exclusive).
Courses require a minimum of 5 attendees to proceed. If we have insufficient attendees we reserve the right to postpone your booking to the next available course, or cancel the training course. All registered attendees will be notified in advance should this be the case. Confirmations will be sent out 10 days prior to the course date.
We will require the following details for each attendee:
- Attendee name
- Job title
- Email address
- Contact number
Cancellation and Alterations
Booking alterations may be made until 10 working days prior to the course date. If a booking is cancelled within 10 days prior to the course date, the full course fee will be charged.
If a booking is cancelled prior to the 10 working day close off, a full refund is available.
The registered attendee may be substituted with another employee at no charge.
Invoicing and Payment
Training costs will be invoiced on the normal monthly invoice, subject to your standard terms of payment.
What do you need to bring?
Please bring a laptop, in order to access a training environment on the Koorb network.
You will be supplied handouts from the training, and a user manual. Pen and paper will also be provided.
Upcoming courses:
Additional sessions of the above courses will be held on a regular basis and new course topics added. Please contact rsands@koorb.co.nz to register an interest in these upcoming courses and for more information.
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