Embridge Training
Budget to Control (B2C – Planner) for Unit4 ERP
Covering all elements of the Unit4 ERP Sales to Cash lifecycle, this half day course will give you an excellent grounding for customer management, enabling you to enhance your internal processing.
Duration: 0.5 Days
Level | Getting Familiar
Learn how efficient budgeting can streamline forecasting, improving reporting and increasing control over budget levels to identify time-critical trends.
Summary
Supporting the understanding of efficient and effective budget management in the Unit4 ERP, this half day course will provide familiarisation with the Planner module so users can streamline your budget setting process supporting the delivery of transparent reporting to managers.
Learning outcomes
- Unit4 ERP Planner Overview
- Basic Planner setup
- Transaction Entry
- Comparisons
- Fixed Registers
- Forecasting
- Excelerator Postback
- Reporting
Delegate pre-requisites
Familiarisation – Record to Report (R2R) Finance
Some knowledge of Accounts Receivable would be advantageous.
Who is it for?
• Budget Administrator
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Course Structure
Session 1
BC2 overview
This will cover discussion the following features:
• Limitless planning horizon (weeks, months, years)
• Limitless number of versions
• Modelling for forecasting
• Budget templates
• Integration with Project Costing & Billing, Human Resources, Fixed Assets, and Procurement
• Workflow for approval of budgets
• Extensive enquiry facilities for interrogation and display of budget data
Session 2
You will learn:
• The setup of Periods and Timeframes used in Planner
• Planner Accounts and Account Rules setup
• Understanding Planner Versions
• Understanding Transaction Entry Setup
Session 3
You will learn:
• Entering manual transaction in Planner
• How to run transaction enquiries in Planner
• The use of comparisons and profiles
• The use of relations with manual transactions
• How data is copied from one version to another
Session 4
Forecasting
Session 5
Excelerator Postback
In this session you will gain a basic understanding the use of Excel with Planner and you will learn how to load existing budgets and post back budgets using Excel and the add-in Unit4 tool Excelerator.
Session 6
Reporting
• How to view Planner data from the balance table
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.
Places for People Data Migration / Report Writer