Training
Unit4 Business World Agresso Public Training CoursesTraining is a key factor in all successful Unit4 Business World (Agresso) implementations and upgrades, yet it is surprising how many organizations forget to include it when planning their entire project.
OUR TRAINING ENVIRONMENT
You will access the latest version of Business World and your own work space to have hands-on practice. All the other delegates and the training consultant will also have their own environments – a mirror image of yours.
You will follow the training consultants lead with hands-on practice and questions during the course along with guided exercises to do with discussion and Q&A afterwards.
LEARN BY DOING
Invest in your people and not just in your software – your most important asset.
Your people meet your business goals, driving the entire organisation, including the ERP software you have just invested lots of time, people, and £££ in.
“Tell me and I will forget; Show me and I may remember; Involve me and I will understand.”
Confucius
Our upcoming Unit4 Business World Agresso Training Public Courses
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| System Administration System Administration @ Embridge Consulting Training Rooms Jul 15 – Jul 16 all-day System Administration – FULLY BOOKED Course Description Covering a review of U4BW cornerstones and their management, system management monthly and non-monthly, managing and understanding workflow, reports, resources, users, roles, data control, batch input, IntellAgent overview,[...] | Workflow Introduction for Business World Workflow Introduction for Business World Jul 17 all-day  Workflow Introduction for Business World Users Workflow Introduction 1Day Covering an Introduction to U4BW workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and[...] | |||||
| Planner Introduction for Business World Planner Introduction for Business World @ Embridge Consulting Training Rooms Jul 30 – Jul 31 all-day  Planner Introduction for Business World Course Description The Planner Introduction for Business World course covers Planner overview and processes. Setting up (time frames, period links, versions, comparisons), entering planner transactions, fixed reg overview, forecasting Budgets[...] |
System Administration – FULLY BOOKED
Course Description
Covering a review of U4BW cornerstones and their management, system management monthly and non-monthly, managing and understanding workflow, reports, resources, users, roles, data control, batch input, IntellAgent overview, Flexi-Fields, forms, document archive and dynamic zoom.
Competence
Users must be proficient in U4BW with a good understanding of U4BW cornerstones
Cost:
£349.00 per day person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #systemadministration #U4BW #UBW
Workflow Introduction for Business World Users
Workflow Introduction 1Day
Covering an Introduction to U4BW workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and an introduction to managing workflow.
Chapter 1 : An Introduction to Workflow
We look at the Workflow process, terminology, its application, tables, service and planning.
Chapter 2 : Workflow Essentials
We look at Element typres, process defintions and tools, modelling, steps and distribution rules.
Chapter 3 : Creating a basic workflow
Hands-on experience of creating a basic workflow using our business process scenario.
Chapter 4 : Testing & Running Workflow
We take a look at entering Journals in U4BW, Workflow enquiries and maps.
Chapter 5 : Items to Follow Up
What is Items to follow up, triggering, the window and a Q&A exercise
Chapter 6 : Managing Users
How to support workflow user enquiries, subsitutions and workflow limits and supervisors.
The Course
Who is this course for:
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day (a 2-day course will cost £698+VAT)
Embridge Training Hub Location
Training Feedback…
“The training was excellent with a lot of hands on”
Almir“Very good content. Well delivered in a nice small classroom setting”
PaulOther Courses you may like…
Ready to get started?
Get in touch, or download the booking form
Tags: #UNIT4 #workflowIntroduction #U4BW #UBW
Workflow Advanced 1Day
The Workflow Advanced for Business World course will build on the Workflow for beginners course and include master file workflows, adding multi-level approvals via OR-Splits and/or distribution rules priorities, adding deadlines, escalations and email alerts.
Chapter 1 : Master file Workflow
We look at Master file Workflow and Project Master file, element types and approval setup, distribution rules, process defintion, new project in U4BW web and action rejected workflow.
Chapter 2 : Multi Level Approvals
We look at distribution rules, testing and approving level 1/multi level workflows and amending/Splits
Chapter 3 : Deadline, Escalations and Email Alerts
Covers user step deadlines, reminders, alert setup and escalations.
The Course
Who is this course for:
Users must be proficient in U4BW workflow with a good understanding and working knowledge of workflow cornerstones. It would be an advantage to have attended the previous Workflow introduction course as will build on the concepts outlined there.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day (a 2-day course will cost £698+VAT)
Embridge Training Hub Location
Tags; #UNIT4 #workflowadvanced #U4BW #UBW
Planner Introduction for Business World
Course Description
The Planner Introduction for Business World course covers Planner overview and processes. Setting up (time frames, period links, versions, comparisons), entering planner transactions, fixed reg overview, forecasting Budgets & Balance Tables, import transactions, Excelerator & advanced planner overview, workflow and U4BW Module links.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Back office and Web. It would be helpful to know/understand Unit4 Business World (UBW) cornerstones.
Cost
£349.00+VAT per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #PlannerIntroduction #U4BW #UBW
Interfaces & Data load for Unit4 Business World – FULLY BOOKED
Course Description
This course is designed to take users through different data load options covering BIF & Post back (for GL transactions), standard data load utilities (Core product), UK product data loads and a basic introduction to BIF9 Web services.
Competence
Users must understand the fundamentals of U4BW and have exposure to the core modules. An understanding of Excel is required together with basic system admin knowledge
Cost:
£349.00+ VAT per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #interfaces&dataload #U4BW #UBW
SQL for Beginners
SQL for Beginners 1Day
This course is designed to educate finance type users to the basics of SQL for use in conjunction with Excelerator. *Users must be advanced/regular Excelerator users.
Chapter 6 : Managing Users
How to support workflow user enquiries, subsitutions and workflow limits and supervisors.
The Course
Who is this course for:
Users must be advanced/regular Excelerator users – would be advantageous to have some background/working knowledge of computer programming languages.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day (a 2-day course will cost £698+VAT)
Finance – How to Build a Client – FULLY BOOKED
Course Description
Covering the key U4BW finance concepts of cornerstones, setting up U4BW to create a new company/client from scratch to post transactions to the General Ledger.
Competence
Users must be proficient in general/overall usage of U4BW Desktop and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00+VAT per day, per person.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #Unit4 #finance-howtobuildaclient #U4BW #UBW
HR Introduction for Unit4 Business World
Course description
This course covers the basic functionality in the HR module including position administration, employee relations and organisational charts. It covers the creation of flexifields to capture some of the key data required within HR including minorities, disciplinaries etc and will look at reporting.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand HR concepts and the requirements of an HR department.
Cost
£349.00 Per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #HR Introduction #U4BW #UBW
Purchasing for Unit4 Business World
Course Description
Covering purchasing overview and link to AP. Setup: products, purchasing (Requisitions to raising/amending Purchase Orders), workflow intro, goods receipt, supporting enquiries, and connection to AP invoice processing.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost:
£349.00 + VAT per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #purchasing #U4BW #UBW
Advanced Reporting 2 Day
This is a reporting course, introducing the Report Engine from an ARC/Xtra perspective as well as migrating existing ARC report to new technology e.g. Xtra.
Course Objectives
Understanding reporting fundamentals
Making adjustments to existing Xtra Reports Creating Xtra reports Migrating old ARC reports to new reporting technology (.rerx, Xtra);
Day 1 - Reporting Fundamentals
Day 2 : Report DesignXtra & Designer Fundamentals
The Course
Who is this course for:
This course is suitable for all users responsible for the development and maintenance of ARC and Xtra reports.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349 +VAT per person per day
Embridge Training Hub Location
Sales Orders for Unit4 Business World
Course Description
Covering Sales overview and link to AR. Setup: products, raise sales orders (desktop & web) & invoicing, free-text invoicing, credit notes, workflow intro and supporting enquiries.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00 per day, per person
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #salesorder #U4BW #UBW
Excelerator Introduction for Unit4 Business World
Course Description
This is a detailed course which is designed to empower new users of Excelerator to use all the useful functionality without missing out on some key elements. This includes saving files, emailing and use of template reports.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00 per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #exceleratorintroduction #U4BW #UBW
Accounts Payable (AP) for Unit4 Business World
Course Description
Covering AP and its link to Purchasing. Setup AP: Suppliers, registering/posting/maintaining Invoices and credit notes, matching, using document archive, payment run/remittance, reversals and supporting enquiries.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost:
£349.00 per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #accountspayable #U4BW #UBW
Workflow Introduction for Business World Users
Workflow Introduction 1Day
Covering an Introduction to U4BW workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and an introduction to managing workflow.
Chapter 1 : An Introduction to Workflow
We look at the Workflow process, terminology, its application, tables, service and planning.
Chapter 2 : Workflow Essentials
We look at Element typres, process defintions and tools, modelling, steps and distribution rules.
Chapter 3 : Creating a basic workflow
Hands-on experience of creating a basic workflow using our business process scenario.
Chapter 4 : Testing & Running Workflow
We take a look at entering Journals in U4BW, Workflow enquiries and maps.
Chapter 5 : Items to Follow Up
What is Items to follow up, triggering, the window and a Q&A exercise
Chapter 6 : Managing Users
How to support workflow user enquiries, subsitutions and workflow limits and supervisors.
The Course
Who is this course for:
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day (a 2-day course will cost £698+VAT)
Embridge Training Hub Location
Training Feedback…
“The training was excellent with a lot of hands on”
Almir“Very good content. Well delivered in a nice small classroom setting”
PaulOther Courses you may like…
Ready to get started?
Get in touch, or download the booking form
Tags: #UNIT4 #workflowIntroduction #U4BW #UBW
Workflow Advanced 1Day
The Workflow Advanced for Business World course will build on the Workflow for beginners course and include master file workflows, adding multi-level approvals via OR-Splits and/or distribution rules priorities, adding deadlines, escalations and email alerts.
Chapter 1 : Master file Workflow
We look at Master file Workflow and Project Master file, element types and approval setup, distribution rules, process defintion, new project in U4BW web and action rejected workflow.
Chapter 2 : Multi Level Approvals
We look at distribution rules, testing and approving level 1/multi level workflows and amending/Splits
Chapter 3 : Deadline, Escalations and Email Alerts
Covers user step deadlines, reminders, alert setup and escalations.
The Course
Who is this course for:
Users must be proficient in U4BW workflow with a good understanding and working knowledge of workflow cornerstones. It would be an advantage to have attended the previous Workflow introduction course as will build on the concepts outlined there.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day (a 2-day course will cost £698+VAT)
Embridge Training Hub Location
Tags; #UNIT4 #workflowadvanced #U4BW #UBW
PCB Invoicing for Unit4 Business World
Course Description
Learning the setup behind the PCB invoice process in U4BW & understanding how to manage the invoice process. From an overview to creating the invoice and additional tools for PCB invoicing this course will cover all you need to know about setting up and using PCB Invoicing.
Competence
Users must be proficient in Unit4 Business World (U4BW) with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones and basic project setup.
Cost:
£349 per person per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UBW #PCBInvoicing #U4BW #Agresso
Balance Tables for Unit4 Business World
Course Description
Covering the concept and types of balance tables, how to create with data warehouses, reporting with balance tables, customise balance tables with basic SQL, what and how to create database views, using user defined number types and looking at transactional balance tables.
Competence
Users should have basic U4BW knowledge with a good understanding and working usage of U4BW Back office and Web. It would be helpful to know/understand UBW cornerstones.
Cost
£349.00 per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #balancetables #U4BW #UBW
Browser Training for Unit4 Business World
Course Description
The course covers detailed Browser enquiries and balance tables.
Competence
Users must be proficient in U4BW, and Standard U4BW reporting (simple, setup) with a good understanding of U4BW cornerstones.
Cost
£349.00 per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #browsertraining #U4BW #UBW
Bank Reconciliation
Course Description
Covering U4BW Bank Reconciliation usage with importing bank statement, automatic and manual matching, match & cashbook maintenance, reconciliation confirmation and enquiries.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00 per person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #bankreconciliation #U4BW #U4BW
Fixed Assets for Unit4 Business World
Course Description
Covering the running of Fixed Assets from creating assets, capitalising, depreciation (and simulations), additions/revaluations/sales & disposals, changes and corrections, reversals, supporting enquries, and year end processes.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00 per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #Unit4 #fixedassets # U4BW #UBW
Accounts Receivable (AR) for Unit4 Business World
Course Description
Covering AR and its link to sales. Setup AR: Customers, free-text and posting customer invoices and credit notes, matching, credit control/payment followup, record payments and reversals, and supporting enquiries.
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.
Cost
£349.00 per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #accountsreceivable #U4BW #UBW
Introduction to Business World 1Day
This course is designed to introduce the key concepts of U4BW to new users. It will cover the menu layout, the U4BW Cornerstones and basic concepts.
Chapter 1 : An Introduction to Unit4 Business World
This is an introduction to Unit4 Business World looking at the modules, menus and toolbars, the desktop and status bar.
Chapter 2 : U4BW Fundamentals
We look at key fundamentals of Unit4 Business World including account rules, attributes and basic reporting.
Chapter 3 : Enquiries & Browsers
Hands-on experience of simple and advanced setup enquiries and browser enquiries.
Chapter 4 : General Ledger Posting
We take a look at journal postings, coding, date entry and general posting rules and guidance for transaction entry.
Chapter 5 : BIFS and Postback
We look at U4BW Batch input foratter (BIF), format of BIF spreadsheet, format of Postback spreadsheet and all financial transaction balancing.
Chapter 6 : Sales Orders, AR and Credit Notes
How to create a customer masterfile, entering cash receipts against invoices and entering credit notes.
Chapter 7 : AP, Suppliers and processing Invoices
We show you how to perform enquiries.
The Course
Who is this course for:
As an introduction course, no prior knowledge is expected from participants attending this course.
Materials included:
Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
Cost:
£349+VAT per person per day
Tags: #Unit4 #IntroductionToUnit4BusinessWorld #U4BW #UBW
Business Books for Unit4 Business World
Course Description
Covering an introduction, how to build and use Unit4 Business Books. Getting ready for, setting up, planning and using Business Books
Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones and have some knowledge of Planner.
Cost
£349.00+ VAT per person, per day.
Tags; #UNIT4 #Businessbooks #U4BW #UBW
IntellAgent for Unit4 Business World
Course Description
Covering an understanding and types of IntellAgent (IA), how used/integrated within U4BW, creating simple/personal IA alert and advanced IA, understand IA directory polling, amendment logging, SQL with IA, AG16s and basic enquiries.
Competence
Users must be proficient in using U4BW Desktop and it would be advantageous to know how to create a basic browser enquiry.
Cost:
£349.00 per person, per day.
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #intellagent #U4BW #UBW
System Administration for Unit4 Business World
Course Description
Covering a review of U4BW cornerstones and their management, system management monthly and non-monthly, managing and understanding workflow, reports, resources, users, roles, data control, batch input, IntellAgent overview, Flexi-Fields, forms, document archive and dynamic zoom.
Competence
Users must be proficient in U4BW with a good understanding of U4BW cornerstones
Cost:
£349.00 per day person, per day
Location
Embridge Training Rooms, Bristol BS1 6
Tags: #UNIT4 #systemadministration #U4BW #UBW
Book your Unit4 Business World Agresso Training Courses
Head Office:
The Old Rectory Business Centre,
Springhead Road,
Northfleet,
Kent,
DA11 8HN
Telephone:
(0)1474 338735
Email:
Training Department
Location:
Standard training courses are currently held in our Bristol training rooms – however training can be arranged in other locations and also at your own organisation.
Booking Form