Agile User Training, Eliminate 90% of Help Desk Calls
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The document outlines training objectives for Unit 2 of the HITE user community accounts payable training, focusing on tasks related to vendor management and processing accounts payable transactions using the Ximple EW system. It includes an agenda for the session, specific tasks to be practiced, and features of the system such as vendor management and transaction processing. Additionally, it provides structured lab activities and independent practice exercises to reinforce learning outcomes.
Agile User Training, Eliminate 90% of Help Desk Calls
- 1. Welcomes the HITE User Community Accounts Payable Training - Unit 2 1
- 2. Ximple Training Training Objective: Unit 2.0 Training Objective: Unit 2.0 • Upon completion, students, given a computer workstation and Ximple EW, will satisfactorily perform the responsibilities and tasks of the A/P job. 2
- 3. Ximple EW Training Unit 2.0 – Ximple A/P • Perform vendor related tasks • Process A/P transactions • Generate A/P reports 3
- 4. Agenda • • • • • • • Presentation Active Demonstration Job Aid Introduction Guided Practice Unguided Practice Structured Lab Certification 4
- 5. Unit 2 Learning Objective – Learning Objective – • Manage Vendor Related Tasks 5
- 6. Handling Vendor Issues Tasks - • • • • • • • • • Adding Vendor Editing Vendor Info Vendor Contacts Vendor Discounts/Interests Debit G/L Accounts Vendor Briefcase I2 Preferences EDI Setup Vendor Classification 6
- 8. Accounts Receivable (A/P) This is the A/P This is the A/P Module with Module with sub-menus sub-menus 8
- 9. Start Working with A/P A/P Module Menu Select the Vendor List 9
- 10. Open Vendor List A list of current vendors Select “Add New” to enter a new vendor 10
- 11. Add New Vendor Screen Information Panel Note: Dropdown List Entry Field Box These two Panels are always the same Radio Buttons Action Buttons 11
- 12. Add New Vendor Task Fill in all required Information Click “Save” when complete * Indicates required Fields. Use the “tab” key to move between fields … use the mouse too… 12
- 13. This is a Job Aid for A/P Now, A New Best Friend • This is: The A/P Job Aid • It will make your “job” easier • And… you’ve already been using it! • Please, DO NOT Open it – Wait! 13
- 14. The A/P Job Aid 14
- 15. Fill in the User information 15
- 16. The A/P Job Aid Responsibility Tabs Responsibility Menu 16
- 17. The A/P Job Aid Task Tabs Task Menu 17
- 18. Other Related Tasks • • • • • Editing Vendor Info Vendor Discounts/Interests Debit G/L Accounts Vendor Briefcase EDI Setup 18
- 19. TRANSACTIONS • Entering Debit Memos • Entering Bills • Entering Credit Memos • Applying Credits • Void Invoices • Hold Invoices • Release Invoices • Paying Bills 19
- 24. REPORTS • Vendor Register • Aging Summary • Transaction Detail • Payment Reports 24
- 28. A Unique Feature A built in feature of Ximple EW™ is The Briefcase • Everyone in the system has one: • • • Hite Staff Customer Staff Vendors 28
- 29. A Unique Feature If Authorized – • You can do two neat things 1. 2. Schedule an event for yourself or other people Even add multimedia 29
- 32. Structured Lab • • • • • • • Review of Key Features Specific Examples Directed Exercise Independent Practice Guided Practice Directed Practice Job Simulation 32
- 33. Independent Practice Exercise 1. Change your contact’s address to: 3833 Farragut Avenue Kensington MD 20895 2004 2. You found out your customer operated under another name before and that they still owe you money from that account. Enter a Debit Memo for your new customer for the $200 they still owe you. 3. Apply the $100 new customer credit you gave your customer. 4. Make a $100 payment for your new customer and post it. 5. Generate Customer Statement Report for your customer for the current month. 6. Generate a list of ALL transactions made for just today (all customers). 33
- 34. Learning Lab • Guided Practice • Directed Practice • Job Simulation 34
- 35. Guided Practice • Task Details • Explanation 35
- 36. Directed Practice • Task Details • Explanation 36
- 37. Job Simulation • See job task documents provided. 37
Editor's Notes
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- #30: If you communicate about company business with other staff in other departments like sales and/or customer support, you can schedule events for them and be assured they get carried out. There is also an ability to attach a multi media file like a picture or even a video of a product or person.