Admin – Flexi-fields and Forms for Unit4 ERP

Duration: 1 Day

Level | Getting Advanced

Enhance the capabilities of your Unit4 ERP by creating your own unique flexible fields and electronic forms to record and report on the key data needed for your business.

Summary

Providing the benefit of consistent data entry in a single database our course supports the creation of organisation-wide, flexible fields and electronic forms which offer not just an alternative to paper based processes but an opportunity to review and transform your internal data capture to deliver significant improvements for your organisation.

Designed for users who need to create and maintain Unit4 ERP Forms and Flexi-Fields in support of the various workstreams, this one day course gives an understanding of the setup and maintenance of these tools to increase data compliance and internal process productivity.

Learning outcomes

Learn how you can use the highly configurable nature of the Unit4 ERP to create your own unique fields and forms.

The objectives of this course are to help you:

• Understand the purpose of Flexi-fields and Forms.
• Build a Flexi-field as a new tab against a Master File.
• Create a Flexi form and apply workflow to it.
• Learn how to view form data using Information Browsers

 Delegate pre-requisites

None – Introduction to Unit4

Who is it for?

• Application Support
• System Administrator

Language

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Overview of Flexi-Fields

In this session you will have an overview of flexi-fields and how they are used within the different modules of the Unit4 ERP.

Session 2

Setting up a Flexi field

In this session you will follow the sequence of setting up a Flexi field including:

• Using Flexi Field Group Definitions
• Linking the Flexi-Field to an Attribute
• Giving User and Role Access
• Updating and Maintenance
• Building, Testing and Validation
• Complex Data Types

Session 3

Overview of Forms

In this session you will have an overview of forms and how they are used within the different modules of the Unit4 ERP to covert paper processes into electronic processing.

Session 4

Creating a Form and making it Dynamic

In this session you will create the elements needed for an electronic form and gain an understanding of the setup processes for:

• Creating the Form Attribute
• Creating Auto numbering for the Form
• Giving User / Role Menu Access to Form Administration and the Form
• Creating and Moving Menu Points for the Form

Session 5

Overview of Forms in Workflow

In this session you will learn how to use workflow in the approval processing of a form using the following steps:

• Create element type based on attribute
• Setup the element type details

Session 6

Form Enquiries and Reports

In this session we will show you an overview of how forms can be enquired on and used in reporting.

Premium Education training subscription

Part of the College of Finance

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.