Agile User Training, Eliminate 90% of Help Desk Calls

Post on 05-Jul-2015

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This presents the use and application of a JPA (Job Performance Aid) This is how all Software and indeed all procedural training should be conducted. The Job Aid or guide you will see is organized to support performance of every procedural step. It cuts training time my days (at least 50%) and virtually eliminates then need for The Help Desk. Although excellent for software training (ERP's) etc. JPA's have unique effect on all procedural jobs including manufacturing operations, maintenance, and in management decision processes.

Transcript of Agile User Training, Eliminate 90% of Help Desk Calls

1

Welcomes

the HITE User Community

Accounts Payable Training - Unit 2

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Ximple TrainingXimple Training

Training Objective: Unit 2.0Training 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.

Training Objective: Unit 2.0Training 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.

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Ximple EW TrainingXimple EW Training

Unit 2.0 – Ximple A/PUnit 2.0 – Ximple A/P

• Perform vendor related tasks

• Process A/P transactions

• Generate A/P reports

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AgendaAgenda

• Presentation • Active Demonstration• Job Aid Introduction • Guided Practice• Unguided Practice• Structured Lab• Certification

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Unit 2 Unit 2

Learning Objective –Learning Objective –

• Manage Vendor Related Tasks

Learning Objective –Learning Objective –

• Manage Vendor Related Tasks

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Handling Vendor IssuesHandling Vendor Issues

Tasks -Tasks -• Adding Vendor• Editing Vendor Info• Vendor Contacts• Vendor Discounts/Interests• Debit G/L Accounts• Vendor Briefcase• I2 Preferences• EDI Setup• Vendor Classification

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Log onLog on

Login ID&

Password

Login ID&

Password

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Accounts Receivable (A/P)Accounts Receivable (A/P)

This is the A/P Module with sub-menus

This is the A/P Module with sub-menus

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Start Working with A/PStart Working with A/P

A/PModule Menu

A/PModule Menu

Select theVendor ListSelect theVendor List

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Open Vendor ListOpen Vendor ListA list of current vendors

Select “Add New” to enter a new vendor

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Add New Vendor ScreenAdd New Vendor Screen

Dropdown ListInformationPanel

Entry Field Box

Action Buttons

Note:These two

Panels are alwaysthe same

Radio Buttons

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Add New Vendor TaskAdd New Vendor Task

Fill in all requiredInformation * Indicates required Fields.

Use the “tab” key to move between fields … use the mouse too…

Click “Save” when complete

Click “Save” when complete

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This is a Job Aid for A/PThis is a Job Aid for A/P

Now, A New Best Friend -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!

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The A/P Job AidThe A/P Job Aid

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Fill in the User information Fill in the User information

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The A/P Job AidThe A/P Job Aid

ResponsibilityTabs

ResponsibilityTabs

Responsibility

Menu

Responsibility

Menu

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The A/P Job AidThe A/P Job Aid

Task MenuTask Menu

Task TabsTask Tabs

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Other Related TasksOther Related Tasks

• Editing Vendor Info• Vendor Discounts/Interests• Debit G/L Accounts• Vendor Briefcase• EDI Setup

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TRANSACTIONSTRANSACTIONS

• Entering Debit MemosEntering Debit Memos• Entering BillsEntering Bills• Entering Credit MemosEntering Credit Memos• Applying CreditsApplying Credits• Void InvoicesVoid Invoices• Hold InvoicesHold Invoices• Release InvoicesRelease Invoices• Paying BillsPaying Bills

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Add Vendor BillAdd Vendor Bill

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Add Vendor BillAdd Vendor Bill

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Add Vendor BillAdd Vendor Bill

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Add Vendor BillAdd Vendor Bill

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REPORTSREPORTS

• Vendor RegisterVendor Register• Aging SummaryAging Summary• Transaction DetailTransaction Detail• Payment ReportsPayment Reports

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Payment Analysis ReportPayment Analysis Report

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Payment Analysis ReportPayment Analysis Report

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Payment Analysis ReportPayment Analysis Report

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A Unique FeatureA Unique Feature

A built in feature of Ximple EW™ is The BriefcaseA built in feature of Ximple EW™ is The Briefcase

• Everyone in the system has one:• Hite Staff• Customer Staff• Vendors

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A Unique FeatureA Unique Feature

If Authorized –If Authorized –

• You can do two neat things1. Schedule an event for yourself or other people2. Even add multimedia

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Open The BriefcaseOpen The Briefcase

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Schedule an EventSchedule an Event

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Structured LabStructured Lab

• Review of Key Features• Specific Examples• Directed Exercise• Independent Practice• Guided Practice• Directed Practice• Job Simulation

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1.1. Change your contactChange your contact’s address to: ’s address to: 3833 Farragut Avenue 3833 Farragut Avenue Kensington MD 20895 2004Kensington MD 20895 2004

2.2. You found out your customer operated under another name before and that 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 they still owe you money from that account. Enter a Debit Memo for your new customer for the $200 they still owe you.new customer for the $200 they still owe you.

3.3. Apply the $100 new customer credit you gave your customer.Apply the $100 new customer credit you gave your customer.

4.4. Make a $100 payment for your new customer and post it.Make a $100 payment for your new customer and post it.

5.5. Generate Customer Statement Report for your customer for the current Generate Customer Statement Report for your customer for the current month.month.

6.6. Generate a list of ALL transactions made for just today (all customers).Generate a list of ALL transactions made for just today (all customers).

Independent Practice ExerciseIndependent Practice Exercise

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Learning LabLearning Lab

• Guided Practice• Directed Practice• Job Simulation

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Guided PracticeGuided Practice

• Task Details • Explanation

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Directed PracticeDirected Practice

• Task Details • Explanation

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Job SimulationJob Simulation• See job task documents provided.