INVOICES Basic, Advanced and System Admin
Prerequisites:
Basic
Attendees of this course will get an introduction as well as an overview of the INVOICES product. In addition, techniques and strategies needed to begin using INVOICES in an efficient manner will also be covered. As part of this course, attendees will learn the critical steps necessary to bring the system in full capacity, from setting up the system to bringing it into live production.
The training gives the user understanding of:
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Introduction to INVOICES
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Understanding the benefits of the application
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Understanding the role of the six modules
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Setting up the system
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Creating an invoice profile
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Transaction description
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Job description
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Tuning the system
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Running key suppliers' invoices through for the first time in order to prime the system
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Optimizing invoice definitions
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Quality control
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Confirming through testing that the INVOICES system is ready for live production
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Live production
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Scanning invoices
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Interpreting and validating invoices
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Verifying invoices
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Transferring data from processed invoices
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Optimizing new incoming invoices
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Administration of the production system
Advanced
Attendees are presented with techniques that will give them extended knowledge of the application and be able to utilize the concepts learned from the basic course. It will allow individuals to expand concepts learned from the basic training, and experiment their gained knowledge on INVOICES more completely and efficiently. The course provides information on how to:
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Advanced optimization of invoice definitions
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Customize the output data structure
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Customize Job Descriptions
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Internal Validations
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Line Item functionality
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Multi-page invoices
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Batches
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And more
System Administrator
Prerequisites:
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Extensive knowledge of client/server hardware
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Microsoft Operating Systems (Server and Desktop)
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Thorough understanding of PC and networks
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Familiarity of installing applications
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Administering Microsoft SQL databases
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Understanding network structure and topology
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Back up
The advanced section of the system administrator package will encompass details needed for installation and maintenance of the system. Overall, it is the system administrators' responsibility to maintain the PC's, servers, and network, monitor possible bottleneck of the system, as well as contact ReadSoft technical support.
Topics to be covered are:
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Installation of a stand-alone system
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Installation of a network environment
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Configuration of License Manager
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Back-up strategy
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Administer the INVOICES system
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Crash recovery
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Troubleshooting common error messages
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Familiarization of .ini files
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Troubleshooting techniques prior to contacting support
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How to contact support
At the end of this course attendees will be given the opportunity to perform hands-on exercises and be able to experience "real life" troubleshooting scenarios.