Embridge Training

Training Courses

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.


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

This course will provide an understanding of the business processes, related system requirements, and business benefits using Unit4 ERP Planner.
The objectives of this course are to help you understand the following areas:
  • 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


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

Course Structure

Session 1

BC2 overview

In this session you will have an overview of the Planner module

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

Basic Planner Setup
In this session you will gain an understanding of the basic setup required.

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

Transaction Entry
In this session you will gain a basic understanding of entering transactions manually.

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


In this session we cover forecasting and how it can be used in Unit4 ERP giving you an understanding of the forecasting tools and some of the setup required.
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


In this session you will gain an understanding of how to report on Planner transactions.
You will learn:
• The balances tables setup for Planner data
• 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.


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

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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