Implementing and Managing xTuple ERP

Register and pay for this class

For many years, we referred to this class as an "introduction" to xTuple ERP - but we've consistently heard from customers and partners who have attended the class that it is MUCH more than that.  Implementing an ERP system is a major undertaking, and this class can literally pay for itself with a single insight you gain over the course of the week.

Curriculum Overview

• Day 1: Brief overview of ERP basic concepts and xTuple demo
• Day 2: Build your own xTuple database from scratch; populate users, items, BOMs/BOOs, other product information
• Day 3: Populate costs, purchasing, sales, CRM information; accounting information and financial reports
• Day 4-5: Run common business processes from start to finish on your own database
  

Who Should Attend?

• ERP Project Managers
• Accounting professionals
• Operations leaders
• IT professionals

Whether you're just getting started with your implementation or are already live in production, this class will help you identify ways to do more with xTuple, and get a better return on the investment you've made.

Additional Detail on Curriculum

In this class, you'll learn everything you could possibly ever want to know about ERP in general, and xTuple ERP in particular.  Just kidding - sort of.  It's a comprehensive class, intended for xTuple partners and implementation team leaders at xTuple end-user sites.  You won't know it all after this class, but you'll know quite a bit more than you did when you started!

After Completing this course, you will be able to

• Create New Users
• Complete Basic Database Setup
• Complete Initial Item Setup
• Complete Product Definition
• Create Items
• Create Bills of Materials
• Create Bills of Operations
• Complete Product Family Definition
• Create Master Production Scheduling
• Create Materials Requirements Planning
• Understanding and Definition of Costing
  • Standard Costing
  • Average Costing
• Complete Purchase Definition Set-up
• Configure Sales Process Flows
• Define within CRM
  • Customers
  • Vendors
  • Prospects
• Set-up Cash Management and Accounting Periods
• Create Financial Statement Definitions

xTuple ERP Processing

• Take Sales Orders
• Use Pricing Schedules
• MRP Scheduling Planned Orders
• Purchasing
  • Purchase Requests
  • Purchase Orders
• Receiving
• Vouchering Receipts
• Payables
• Check Runs
• Work Orders
• Shop Floor
• Picking, Shipping and Tracking
• Accounting
  • Billing
  • Invoicing
  • G/L Review

Instructional Method

• Group-live

Program Level

• Basic

Prerequisites

• None

Advanced Preparation

• None

Refund Policy

• Requests for refunds for Live Classes must be received in writing at least 30 days prior to scheduled start date of training session. All cancellations will be subject to a $100 cancellation fee. No refunds will be granted within 30 days of scheduled start date. For Web Based Classes, all sales are final. No refunds will be granted for Group Internet Classes

Cancellation Policy

• Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within 12 months of receipt

CPE Credits

• This class has been reviewed by the National Association of State Boards of Accountancy. Qualified attendees are eligible to receive 40 CPE credit hours

Contact Information

• For more information regarding refunds, complaints and/or program cancellation policy, or for general questions, please contact our offices at training@xtuple.com or call 757-461-3022 x.118

Field of Study

• Specialized Knowledge and Applications

xTuple is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,           Suite 700, Nashville, TN, 37219-2417.  Web site: www.nasba.org.