Embridge Training
Admin – System Administration for Unit4 ERP
Learn how to effectively manage and maintain your Unit4 ERP environment, in this comprehensive 2 day course so you can maintain best practices and maximise your investment.
Duration: 2 Days
Level | Getting To Grips
Learn how to effectively manage and maintain your Unit4 ERP environment, in this comprehensive 2 day course so you can maintain best practices and maximise your investment.
Summary
Having the skills to efficiently maintain your ERP solution is crucial to futureproof your investment and support your growth strategies.
This extensive two day course will allow your users to learn and maintain the system administration tasks that are critical for internal support without reliance on external consultancy.
Topics covered are:
- Attributes & Relations
- Auto Numbering
- User Defined Titles/Texts
- Documents
- Users, Roles & Menu Access
- Windows Options
- Object Management & Reports
- Data Control
- Amendment Logging
- Report Variants & Schedules
- Accounts & Account Rules
- Flexi-fields
- Workflow & Alerts
- Transaction Maintenance
- Deletion Methods
Learning outcomes
The objectives of this 2 day course are to help you gain a better understanding of the typical System Administration tasks needed for the Unit4 ERP covering.
- The main menu items falling under the System Admin scope of responsibilities
- Generic tasks to undertake to ensure the smooth running of the system
- How users are created and how different levels of access are granted
- How processes work within the system and the impact of doing / not doing certain tasks and activities
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
Cornerstones & Settings
This session covers the fundamental cornerstones of Unit4 ERP giving you an understanding the cornerstones and their direct relation to System Administration / Maintenance, plus the Settings and Maintenance required on Monthly / Non-Monthly basis.
The areas it will explain are:
- Attributes
- Relations
- Account Rules
- Reporting
- Parameters
- Fixed Registers
- Monthly and Non-Monthly Maintenance
Session 2
Managing Workflow & Reports
This session covers the management of ordered reports and workflow giving you an understanding of the workflow basics, concepts, and how ordered reports, variants, and scheduler can be managed.
The areas it will explain are:
Workflow
- Managing Workflow & Reports
- Workflow Basics, Process Diagrams
- Distribution Rules, Workflow Enquiries
- Items to Follow Up, Substitutes & Supervisors
Ordered Reports
- Variants
- Scheduler
- Server Queue
- Printer Queue
Session 3
Resources, Users, Menu Access and Data Control
This session covers creating users, managing their menu access rights, and how to setup data control.
The areas it will explain are:
- How to create a Resource
- How to create a user
- How to grant permissions for menu, data and workflow access
- How to manage the starter / leaver process
- Roles
- An introduction to Windows Options
- Data control
Session 4
Batch Input Maintenance
This session looks at Batch Input Maintenance (BIM) and how to fix items which if needed.
You will learn the following:
- How items end up in BIM
- Which items must not be deleted
- Which items can be deleted
- How to spot and how to clear error items
Session 5
IntellAgent
This session will give you an understanding of the System Admin responsibility for IntellAgent Tasks.
You will learn the following:
- The different output types
- Likely causes of failure
- How to resolve issues
NB: This chapter is not designed to cover how to use or create IntellAgent alerts, merely to check for errors.
Please see course details for ‘Administration – IntellAgent’ for this requirement.
Session 6
Flexi-fields, Forms, Document Archive & Dynamic Zoom
This session will give you an understanding of the System Admin responsibility for the management of your environment in the following areas:
- Flexi-fields
- Forms
- Document Archive
- Dynamic Zooming
You will learn the following:
- The different output types
- Likely causes of failure
- How to resolve issues
NB: This chapter is not designed to cover how to use or create Flexi Forms.
Please see course details for ‘Administration – Flexi Fields and Forms’ for this requirement.
Session 7
Delete & Archive Data
This session provides you with an understanding of how to delete data for attribute values and non-GL transactions and how to archive information:
- Deleting data
- Archiving data
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.
The training was exceptional and learned so much in a space of 7 hours. The trainer was amazing overall and the pace of the training was relevantly easy to follow.
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