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xTuple Training Classes

101 - Intro to the xTuple Applications (5 days)

  • Day 1: Brief overview of ERP basic concepts and xTuple demo

  • Day 2: Build your own PostBooks/OpenMFG 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

  • Cost: $2,000

  • Next class scheduled: Week of August 11, 2008

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Additional Detail on Daily Activities

Monday

  • Welcome and Introductions
  • Introduction to ERP (for all)
  • Implementing xTuple ERP - discussion
    • Lunch
  • xTuple Demonstration and Discussion -- Demonstrate the functionality that participants will be creating in their own xTuple training databases.

Tuesday

  • xTuple ERP Setup/Config -- Connecting
  • xTuple ERP Setup/Config -- Create New User and Basic Setup
  • xTuple ERP Setup/Config -- Initial Setup for Items
    • Lunch
  • xTuple ERP Setup/Config -- Product Definition, Creating New Items
  • xTuple ERP Setup/Config -- Creating BOMs and BOOs

Wednesday

  • xTuple ERP Setup/Config -- Product Family and Production Plan Definition
  • xTuple ERP Setup/Config -- Costing
    • Lunch
  • xTuple ERP Setup/Config -- Purchasing Definition
  • xTuple ERP Setup/Config -- Sales and CRM Definition

Thursday

  • xTuple ERP Setup/Config -- Cash Management and Accounting Periods Definition
  • xTuple ERP Setup/Config -- Financial Statement Definitions
    • Lunch
  • xTuple ERP Processing -- Taking Sales Order, Using Pricing Schedules
  • xTuple ERP Processing -- MRP Scheduling, Releasing Planned Orders
  • xTuple ERP Processing -- Purchase Requests, Purchase Orders, Receiving

Friday

  • xTuple ERP Processing -- Vouchering Recipts, Payables, Check Runs
  • xTuple ERP Processing -- Work Orders, Shop Floor
  • xTuple ERP Processing -- Picking, Shipping, and Tracking
  • xTuple ERP Processing -- Billing, Invoicing, and G/L Review
    • Lunch
  • Batch Manager -- Submitting Jobs, Scheduling Recurring Jobs, Server Maintenance and Server Backup
  • Reporting tools -- OpenRPT, MetaSQL Editor, Renderer
  • Other xTuple tools -- CSVImport, xTuple Updater
  • Q&A
  • Depart

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