Download - TRAINING COURSE CATALOG - JobBOSS › hubfs › Literature › Training › Course... · 2018-02-23 · Introduction To Synergy for JobBOSS Users Defining Workflow Requests in Synergy

www.jobboss.com

TRAINING COURSE CATALOGClassroom Workshops, Online Training andJobBOSS Learning Pass.

TABLE OF CONTENTS

JOBBOSS TRAINING OVERVIEW 5

TRADITIONAL CLASSROOM TRAINING 6

JobBOSS Job Control Complete 2-Day Workshop 6

JobBOSS Accurate Job Costing Workshop 6

JobBOSS Scheduling Workshop 6

JobBOSS Effective Material Management Workshop 7

JOBBOSS ONLINE TRAINING 8

JobBOSS Track 1: Quote Processing 8

JobBOSS Track 2: Order Processing with Time Entry 8

JobBOSS Track 2.5: Assembly Level Job Creation 8

JobBOSS Track 3: Scheduling 9

JobBOSS Track 4: Material Management 9

JobBOSS Track 5: Shipping, Services, Transfer, Closing 9

JobBOSS Track 6: Job Costing & Reporting 10

JobBOSS Deep Dive: Scheduling 10

JobBOSS Deep Dive: Material Management 10

JobBOSS Deep Dive: Quote Processing 11

JobBOSS Deep Dive: Order Processing 11

JobBOSS Accounting – Accounting Setup 11

JobBOSS Accounting – Accounts Receivable 12

JobBOSS Accounting – Accounts Payable & General Ledger 12

JobBOSS Data Collection – Automation for the Shop Floor 12

JobBOSS Sales Order Processing – Flexibility in Order Processing 13

JobBOSS ShopBOSS Scheduling Essentials 13

Microsoft SQL Server Administration Introduction 13

REPORT WRITING 14

Crystal Reports® Introduction for JobBOSS Users 14

14

14

15

15

15

16

17

17

17

17

18

18

18

Crystal Reports® Intermediate

Crystal Reports® Advanced

Crystal Reports® Advanced Formulas

JobBOSS Reporting with Microsoft Office

KnowledgeSync with JobBOSS Beyond the Basics

Introduction to KnowledgeSync with the JobBOSS EventPak

JOBBOSS SYNERGY INTEGRATION

Synergy Enterprise Administration and User Setup

Introduction To Synergy for JobBOSS Users Defining

Workflow Requests in Synergy Enterprise Managing

Your Workflow using Synergy Enterprise Creating

and Maintaining Customer Accounts Managing the

Customer Quote Cycle

Understanding the JobBOSS CRM Dashboard & Reporting in Synergy

19

5TRAINING COURSE CATALOG

JOBBOSS TRAININGA Flexible Training Solution to Fit Every CompanyWith the majority of classes offered online, you and your staff will learn more effective and efficient ways of using your ECi Solutions product without incurring travel expenses or time out of the office. Additionally, all classes are conducted in an open communication environment, allowing you to share knowledge and gain insight from other ECi Solutions customers, and many courses utilize a virtual lab server, providing immediate hands-on experience.

Many customers still prefer the traditional method of training. While each classroom course represents up to five days of participation, classroom training remains one of the most effective vehicles for anyone seeking complete understanding of your ECi Solutions product.

Learning Pass – Maximize Your ROI Invest in your employees with this business-critical training and receive the highest return on your investment. With a Learning Pass Training Plan, you can send named license users, to online courses, any number of times, for one full year.

Benefits of JobBOSS Learning Pass including:

• Reduced reliance on internal “powerusers” to provide training

• Empowered users develop out-of-the- box thinking & create efficiencies

• Access to internet-based trainingcourses

• Zero travel expense, minimal down-time and disruption

• Simplified budgeting and planningprocess to meet training needs

• Convenience of internet-based trainingin 2 to 4 hour sessions

• Ideal for new employees or employeesin new roles

The Learning Pass Training Plan offers the most cost-efficient return on your investment with many seeing the plan pay for itself in just a few classes!

JobBOSS Americas Training:Phone: 800-777-4334

To learn more or to receive a free quote, contact your JobBOSS sales rep, or visit us on the JobBOSS customer portal at https://customers.jobboss.com/.

Continuing Professional Education JobBOSS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the:

National Registry of CPE Sponsors,150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.Web site: www.nasba.org

Learning Pass is available for:

JobBOSS®

JobBOSS Synergy Integration®

Report Writing with JobBOSS

Michigan Ladder Company

Dave Law Purchasing Manager

“The [JobBOSS] instructors are the best I’ve had in my career in business.”

6 TRAINING COURSE CATALOG

JOBBOSS JOB CONTROL COMPLETE 2-DAY WORKSHOP

OverviewJobBOSS 101. This hands-on comprehensive course introduces users to the entire core of JobBOSS Job Control modules. This course teaches the features, functions and how and when to apply them in your shop.

Who should attend this class?Those users that have been newly hired at a business currently using JobBOSS. Those users that have just installed the JobBOSS software. Those users that currently use an older version of JobBOSS and are planning to upgrade to the current version.

Level: Beginner

Pre-requisites:• JobBOSS Navigation On-Demand

lessons• JobBOSS Job Control On-Demand

lessons focusing on Job entry and Scheduling

Objectives:• Understand the logical flow of creating

quotes and job orders as well as basic scheduling techniques

• Understand the options that are available for allocating materials to jobs

• Complete time entries to allocate labor and machine costs to each job created

• Learn how to properly enter data for materials purchased and sent to outside service vendors

• Complete the cycle by shipping to customers and closing jobs that were created

• Understand how to analyze job data using job cost reports and how the costs were added to jobs

Delivery Method: Classroom

Duration: 14 hoursCPE Credits: 14Cost: $895/student

JOBBOSS SCHEDULING WORKSHOP

OverviewLearn how to setup JobBOSS to create capacity for scheduling and manage your schedule using ShopBOSS.

Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/ Schedulers, Shop Supervisors and Managers.

Level: Beginner/Intermediate

Pre-requisites:• Users should be comfortable with

basic JobBOSS navigation and job creation.

• Users should have attended all Job Control On Demand lessons prior to attending this workshop.

Objectives for 1st half of class:• Understand basic JobBOSS Scheduling

rules• Understand infinite scheduling• Enter and maintain shifts for

scheduling purposes• Create, update and maintain work

centers including assigning shifts to calculate resource capacity

• Learn about added features such as the Projected Delivery function and Release Date field

• Learn about the new Affects Scheduling function

• Schedule all jobs in your shop using Global Scheduling

• Review and understand key Shop Floor Reports

Objectives for 2nd half of class:• Create and understand the Parent/

Child work center relationship and functionality

• Understand finite scheduling• Set ShopBOSS preferences and options

to maximize the module for your shop• View your current workload vs.

capacity using Shop Overview• Become familiar with Work Center and

Job Zoom functions and features• Have access to key stats using the

ShopBOSS Dashboard• Create employee work assignments

from ShopBOSS so employees know what jobs to work on



JOBBOSS ACCURATE JOB COSTING WORKSHOP

OverviewThis course will teach users costing options that need to be configured as well as day to day transactions that affect costs. Users will learn how the timing of the these transactions, labor, materials and services, affect the job cost reports as well as Work In Process, Cost of Goods Sold, Inventory, Scrap and Unaccounted for Costs.

Who should attend this class?Anyone who has a responsibility for ensuring that all job costs are correctly collected and entered against jobs as well as a responsibility for correcting any missing or incorrect entries. Any users who take this course should be familiar with basic JobBOSS navigation and how to create a job in JobBOSS.

Level: Intermediate

Pre-requisites:• JobBOSS Navigation• JobBOSS Job Control System

Administration Module• JobBOSS Track’s 1 – 5 or the JobBOSS

Job Control 2 Day Workshop

Objectives:• Learn about costing options for labor

and inventory transactions• Learn how to create job transactions

as well as understand when those transactions hit each job

• Learn which reports to use for costing information as well as managing Work In Process, Cost of Goods Sold, Inventory and Scrap transactions



1: TRADITIONAL CLASSROOM TRAINING


JOBBOSS EFFECTIVE MATERIAL MANAGEMENT WORKSHOP

OverviewGot inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting.

Who should attend this class?Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers.

Level: Intermediate

Pre-requisites:• Basic understanding of the JobBOSS

core functionality and navigation

Objectives:• Create Raw Stock and Other material

master files• Understand how to classify materials• Set reorder points and quantities• Use Inventory Adjustments and

Transfers correctly• Use Material Planning to effectively

manage inventory• Purchase and Issue Inventory• Understand history reports for

purchasing and forecasting




JOBBOSS TRACK 1: QUOTE PROCESSING

OverviewLet JobBOSS calculate the price you should be charging for your parts. Learn the basics on how to create a quick quote or a full quote from scratch. This course covers all data entry functions and reporting that is necessary for being successful with implementing quoting within your shop. This course also includes a handson lab to directly apply the information learned.

Who should attend this class?Those users responsible for generating customer quotes; Estimators, Sales Representatives and Order Entry Staff.

Level: Beginner


lessons• JobBOSS Job Control System• Administration Module On-Demand

lessons

Objectives:• Understand basic Preferences needed

to start quoting• Learn how to create a quick quote to

start tracking your quotes in JobBOSS today

• Enter a full quote from scratch including routings and materials needed

• Modify quotes and quantities based on price breaks and efficiencies

• Understand key quoting reports used to support quoting

• Learn how to follow-up and maintain quotes for accurate tracking and customer communication

Delivery Method: Internet-based


JOBBOSS TRACK 2.5: ASSEMBLY LEVEL JOB CREATION

OverviewAccurate and timely quote and order entry is the key to maximizing your efficiency in JobBOSS®®. This hands–on training course will teach you the steps necessary to manually create assembly level quotes and jobs, as well as importing data from a CAD application directly into the database using the JobBOSS® BOM Import.

Who should attend this class?Those users responsible for entering and maintaining assembly level customer orders including Engineering, Estimators, Order Entry Staff, and Schedulers.

Level: Beginner

Pre-requisites:• JobBOSS® Navigation On-Demand

lessons• JobBOSS® Job Control System

Administration Module OnDemand Lessons

• JobBOSS® BOM Import

Objectives:• Learn how to manually create an

assembly level job Learn how to utilize the BOM Import to make job creation quick and easy Understand how to view and manage assembly level jobs once created

Delivery Method: Online


JOBBOSS TRACK 2: ORDER PROCESSING WITH TIME ENTRY

OverviewAccurate order entry is the key ingredient to accurate visibility to customer open orders. In this course you will learn how to create a new job from scratch including routings and materials. This course also covers how to copy from previous jobs and/or quotes and discusses how to effectively use time and material jobs and template jobs.This course will then show how to post accurate labor and machine costs to the job to support costing and scheduling of your labor.

Who should attend this class?Those users responsible for entering and maintaining customer orders including Estimators, Order Entry Staff. Schedulers, and Shop Owners/Managers.

Level: Beginner


lessons• JobBOSS Job Control System

Administration• Module On-Demand lessons

Objectives:• Understand basic Preferences needed

to start Job Entry

• Learn how to create a quick job to start tracking your orders in JobBOSS today

• Enter a full job from scratch including routings and materials needed

• Understand how ShopView and ShopStats are used to support your orders

• Discuss how to create time and material jobs

• Learn the importance of template jobs and part masters for efficient data entry for repeat part orders

• Enter time entry transactions for employees working on jobs to track costs and scheduling time



2: JOBBOSS ONLINE TRAINING


JOBBOSS TRACK 3: SCHEDULING

OverviewLet’s start scheduling in JobBOSS. Learn the basic settings and functionality necessary to be successful at scheduling your shop in version 11 and higher. This course also includes a hands-on lab to directly apply the information learned.

Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers.

Level: Beginner


lessons• JobBOSS Job Control System• Administration Module On Demand

Lessons

Objectives:• Understand basic JobBOSS Scheduling

rules• Learn which preferences are required

for scheduling• Enter and maintain shifts for

scheduling purposes• Create, update and maintain work

centers including assigning shifts to calculate resource capacity

• Learn about added features such as the Projected Delivery function and Release Date field

• Learn about the new Affects Scheduling function

• Schedule all jobs in your shop using Global Scheduling



Duration: 6 hours CPE Credits: 6 Cost: $600/student

JOBBOSS TRACK 4: MATERIAL MANAGEMENT

OverviewGot inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting.

Who should attend this class?Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers.

Level: Beginner



Administration Module On-Demand lessons

Objectives:• Create Raw Stock and Other material

master files• Understand how to classify materials• Set reorder points and quantities• Use Inventory Adjustments and

Transfers correctly• Use Material Planning to effectively

manage inventory• Purchase and Issue Inventory• Understand history reports for

purchasing and forecasting


JOBBOSS TRACK 5: SHIPPING, SERVICES, TRANSFER, CLOSING

OverviewLast phase of your job flow includes dealing with Outside Services, shipping your parts, transferring any extras to inventory and lastly actually closing your job and reviewing reports. In this class you will cover all data entry and reporting used to support all four of those functions.

Who should attend this class?Those users responsible for shipping to outside services and/or customers, users who deal with the closing of the job including the costing of parts and transferring of finished parts to inventory.

Level: Beginner



Administration Module On-Demand lessons

Objectives:• Create all documentation for Outside

Service tracking including purchase order and packlist

• Learn how to create customer packlists and understand how to track over-shipments and backorders

• Discuss the foundation and costing for transferring finished goods to inventory

• Review job costing reports to maintain your accurate data on your job

• Close your job once all transactions are posted

• Review final reporting





JOBBOSS TRACK 6: JOB COSTING & REPORTING

OverviewGain control of your data and the flow of costs throughout the system. This course will help you understand costing and the content of data on the JobBOSS Financial Analysis Reports.

Who should attend this class?Those users that will be responsible for reconciling monthly Work In Process, Cost of Goods Sold and Scrap reports, such as Accountants, Controllers and Chief Financial Officers.

Level: Intermediate

Pre-requisites:• Basic understanding of the Job Control

and Accounting modules

Objectives:• Understand the flow of data

throughout the sub- reports within the Financial Analysis report

• Get a true understanding of the work in process, cost of goods sold, scrap, and transfers costing

• Understand what business decisions should be made based on the Financial Analysis reporting



JOBBOSS DEEP DIVE: SCHEDULING

OverviewLearn how to use different features to schedule your shop that are beyond the basics.

Who should attend this class?Those users that are currently responsible for scheduling in their shop and understand the basics of JobBOSS® Scheduling. This class is good for Schedulers, Foreman, Operations Managers, Supervisors, and decision makers that will review and alter schedules in their shop.

Level: Intermediate to Advanced


basic JobBOSS® Scheduling’s. Users should have attended the Track 3 course or have a general understanding of scheduling prior to attending this workshop.

Objectives:• Work Centers with a focus on capacity• How to leverage operations• Got maintenance? Be proactive and

schedule this in • What “Affects Scheduling” option can

do for you • Work Station Driver impacts on

scheduling• Global Scheduling• Key Shop Floor Reports• ShopBOSS Preference must-have’s• Parent-Child Work Center relationship• Finite scheduling: Why and why to

use this• The Firm Zone• Workload vs. Capacity using Shop

Overview• Work Center vs. Job Zoom functions

and features• Key stats using the ShopBOSS

Dashboard• Employee work assignments from

ShopBOSS



JOBBOSS DEEP DIVE: MATERIAL MANAGEMENT

OverviewDiscover additional features and functionalities to gain more control of your materials and planning.

Who should attend this class?Users who are currently responsible for material planning and purchasing and have an understanding of the basic JobBOSS® Material management functionalities. This class is designed for Material Planners, Buyers, Operations Managers, Foreman and Material Managers’ whose positions focus on inventory control and the purchasing of materials for jobs and to stock.

Level: intermediate

Pre-requisites:• Attendees should be familiar with

basic JobBOSS Material Management functionalities and have completed the Track 4: Material Management virtual course.

Objectives:• Use the ‘Find and Replace Utility’ to

change existing Material ID’s• Learn to re-type existing material

types• Develop new ways to use the Material

Class field• Use lead days to better plan purchasing• Review buy for stock and buy for job

materials• Track how material costs are added to

quotes and jobs• Change the average cost on a material• Price breaks• When to use Apply Current Unit Costs • Create RFQ’s and award vendors• Material Due Dates and affect

scheduling• Add material requirements to a job

from purchasing• How to use the Revision field

effectively for Purchasing Orders• More on Job Receiving• Issue Quantity field in Pick Materials• Effective transfer for excess materials

and finished goods




JOBBOSS DEEP DIVE: ORDER PROCESSING

OverviewLearn how to setup JobBOSS to create jobs in the most efficient way and to use the most appropriate job type.

Who should attend this class?Those users responsible for creating jobs in their shop, such as Managers and Planners.

Level: Intermediate


JobBOSS® navigation and job creation. Users should have attended the Track 2 online class and all Job Control OnDemand lessons prior to attending this workshop.

Objectives:• Learn the benefits of and difference

between job types• Understand how Blanket Orders,

Release Jobs, Sales Orders and Split Jobs work

• Create Component/Assembly level jobs

• Practice how the adjusting of fields in the Routing tab affect overall job cost and total job time

• View the MRP Utility



JOBBOSS ACCOUNTING – ACCOUNTING SETUP

OverviewThis hands-on training will help to start the implementation of the accounting modules off on the right foot. Learn the setup requirements and processes needed for a smooth transition from your current accounting system to JobBOSS.

Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AP/AR Clerks, Accountants, Controllers and Credit Managers.

Level: Beginner

Pre-requisites:• JobBOSS Accounting and Navigation

On-Demand lessons

Objectives:• Setup of a functional chart of accounts• Enter data into customer and vendor

master files to make daily transactions easier

• Enter your beginning balances for AR, AP and GL for your go live



JOBBOSS DEEP DIVE: QUOTE PROCESSING

OverviewLearn how to use additional features of JobBOSS during the Quoting process.

Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers.

Level: Intermediate


basic JobBOSS navigation and quote creation. Users should also have attended Track 1 online class and all Job Control OnDemand lessons prior to attending this workshop.

Objectives:• Understand the JobBOSS® quoting

process• Understand variations that can be

made on a quote• Understand how information specific

to a quantity can affect a quote• Learn about profit vs. markup• Create component quotes• Learn about features such as the

Projected Delivery, Template Quotes and Part History




JOBBOSS DATA COLLECTION – AUTOMATION FOR THE SHOP FLOOR

OverviewGain visibility into current activity on your shop floor, eliminate data entry errors, and respond to changes immediately with data collection. This course teaches the setup, features and functionality necessary to control the data on your shop floor.

Who should attend this class?Those users that will be responsible for setting up the JobBOSS Data Collection module, and those users that will be responsible for day to day data entry or training users how to use the JobBOSS Data Collection module. These users would include System Administrators, Shop Managers/ Supervisors and Office Managers.

Level: Beginner

Pre-requisites:• Basic understanding of the Job Control

modules including Employee master files, Job entry and Time entry

Objectives:• Understand how to enter and maintain

shifts including rules for each shift• Collect information faster by giving

employees permission to transactions• in Data Collection• Eliminate hard-to-read handwritten

shop cards and time tickets by entering information directly into the JobBOSS Data Collection system

• Streamline auditing, correcting and reporting of Data Collection transactions



JOBBOSS ACCOUNTING –ACCOUNTS RECEIVABLE

OverviewThis hands-on training course will teach you the daily transactions necessary for using Accounts Receivable with JobBOSS. This includes customer invoicing, customer deposits, and adjustments.

Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AR Clerks, Accountants, Controllers and Credit Managers.

Level: Beginner


On-Demand lessons

Objectives:• Enter a variety of customer invoices

including prepayments and progress payments

• Enter and understand the difference between credit memos and adjustments

• Enter customer and GL cash receipts to your bank accounts

• Post transactions and Accounts Receivable reporting



JOBBOSS ACCOUNTING –ACCOUNTS PAYABLE & GENERAL LEDGER

OverviewThis hands-on training course will teach you the daily transactions necessary for using Accounts Payable and the General Ledger with JobBOSS. This includes vendor invoicing and check writing. And General Ledger journal entries, bank reconciliation and monthend closing procedures.

Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AP Clerks, Accountants, Controllers and Credit Managers.

Level: Beginner


On-Demand lessons

Objectives:• Enter a variety of vendor invoices both

to be applied against jobs and without• Create computer check runs and

process manual checks• Accounts Payable Adjustments vs

processing debit memos• Posting and Reports for AP• General Ledger journal entries• Bank reconciliation• Month-end closing procedures




JOBBOSS SALES ORDER PROCESSING – FLEXIBILITY IN ORDER PROCESSING

OverviewEnhance your order processing for orders with multiple parts, deliveries and high repeat work. Whether orders are filled by making the part, shipping from stock or re-selling an item from another supplier, this course will show you how to control all of these options with the use of Sales Orders. You will then see how to tie these Sales Orders directly to jobs and purchase order to streamline your process.

Who should attend this class?Those users that will be using the Sales Order entry application, such as Order Entry personnel, Sales Team members and Office Managers.

Level: Beginner


lesson

Objectives:• Create multiple jobs from one sales

order or link a sales order to an existing purchase order

• Learn how to access historical sales information while adding a new customer order

• View on-line item status information of what is on order or in production

• Enter and use up to three different pricing structures for customer orders



JOBBOSS SHOPBOSS SCHEDULING ESSENTIAL

OverviewShopBOSS is your key to scheduling. Learn to manage your shop schedule, change shop resources on the fly to drive a true production plan and make critical decisions using the information displayed in ShopBOSS. Have visibility into the production schedule and employee availability.This course also includes a hands-on lab for direct application of what you learn.

Who should attend this class?Those users responsible for scheduling jobs in their shop that have purchased and installed the ShopBOSS module, such as Production Planners/Schedulers, Shop Supervisors and Managers.

Level: Intermediate


lessons• JobBOSS Job Control On-Demand

lessons focusing on Job entry and Scheduling

• Users should also have attended the• Schedule It Right training class

Objectives:• Create and understand the Parent/

Child work center relationship and functionality

• Understand finite scheduling vs. infinite scheduling

• Set ShopBOSS preferences and options to maximize the module for your shop

• View your current workload vs. capacity using Shop Overview

• Become familiar with Work Center and Job Zoom functions and features

• Have access to key stats using the ShopBOSS Dashboard

• Create employee work assignments from ShopBOSS so employees know what jobs to work on



MICROSOFT SQL SERVER ADMINISTRATION INTRODUCTION

OverviewThis course will teach the basic administrative processes that all users of a Microsoft SQL Server based software should know. It is not designed to provide detailed knowledge of the inner workings of the Microsoft SQL Server database engine. It is intended to introduce the attendee to the most important concepts and operations of the SQL Server with a focus on Backup and Restore.

Who should attend this class?Anyone who hasn’t had previous training on a Microsoft SQL Server and is responsible for the administration of it.

Level: Introductory

Pre-requisites:• A basic familiarity with the Windows

environment is a must. Having some knowledge of computer networking is helpful, but not necessary.

Objectives:• Learn what SQL Server is• Learn how the SQL Server stores and

organizes data• Learn how SQL Server works with user

permissions• Learn how to protect SQL databases

with Backup and Restore• Learn how to re-index your tables and

defragment the files• Conduct a few simple exercises to

gain experience with the material presented





CRYSTAL REPORTS INTRODUCTION FOR JOBBOSS USERS

OverviewCalling all new users to Crystal Reports. This course will introduce users to Crystal Reports formatting basics that are needed to create professional, easy-to-read reports. Learn to create simple reports using your own JobBOSS database.

Users will also learn to create a new data source connection from scratch.

Who should attend this class?Those users that would like to create new reports using JobBOSS data.

Level: Beginner

Pre-requisites:None

Objectives:• Install tools that will assist users in

learning the JobBOSS tables, fields and field types

• Link to the JobBOSS database to access information

• Define and layout a simple custom report using one table

• Create reports with specific selection criteria built into the report

• Add reports to the JobBOSS menu for easy access



CRYSTAL REPORTS INTERMEDIATE

OverviewContinue your Crystal education using multiple tables and additional functionality to add more information to custom reports.This class will use the connection to the sample database that was created in the Intro Class.

Who should attend this class?Those users that want to create more complex reports using multiple database tables.

Level: Intermediate

Pre-requisites:• Users attending this class should

have attended the Introductionto Crystal reports class or have completed the equivalent qualifying exercise. Users that skipped the Intro class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www.businessobjects.com.

Objectives:• Create custom reports using multiple

tables• Introduce table linking options and

definitions• Add flexibility to custom reports with

formulas using existing report fields as well as fields that are not displayed on the report

• Create reports containing sub-reports (drill downs)

• Create reports with charts• Learn how to copy an existing

JobBOSS report• Learn how to modify a JobBOSS report

by adding, removing or suppressing a field



3: REPORT WRITING

CRYSTAL REPORTS ADVANCED

OverviewTake your knowledge of the Crystal Report Writer deeper with this advanced course. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through multiple tables and additional functionality.

Who should attend this class?This class is for those needing to develop more complex Crystal reports.

Level: Advanced

Pre-requisites:• Basic understanding of Microsoft

Windows• Either successful completion of the

Crystal Intermediate class or the ability to write advanced crystal reports.

• Users that skipped the Intro & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www.businessobjects.com.

Objectives:• Format Multiple Sections• Use Running Totals• Use Prompting with Parameters• Use Sub-reporting as a workaround

solution• Create Powerful Groups• Work with Cross Tabs




JOBBOSS REPORTING WITH MICROSOFT OFFICE

OverviewExtract information from the JobBOSS database by using Microsoft Excel, Access and Word to create queries and other documents. Users will also learn about ShopAlert Views in this class.

Who should attend this class?Those users that would like to learn how to formulate queries, basic reports, and ShopAlerts with JobBOSS data.

Level: Intermediate

Pre-requisites:• Users should understand the basics of

Microsoft Excel, Word, and Access

Objectives:• Export a JobBOSS report to Excel• Create a Macro to modify JobBOSS

Reports• Create an Excel report from scratch

with JobBOSS data• Create pivot tables and graphs with

selected data• Make mailing labels and letters with

Excel and Word• Create an Access query with JobBOSS

data• Create a ShopAlert using the Access

query



KNOWLEDGESYNC WITH JOBBOSS BEYOND THE BASICS

OverviewIn this intermediate level course, using the skills gained in the basics course, students will be exposed to the other methods of output that can be provided from KnowledgeSync.

Level: Intermediate

Pre-requisites:• None

Objectives:• Deliver reports using KnowledgeSync• Copy a file• Export data to .csv file• Create a WebCaster page• Practice hands-on to demonstrate

your ability to execute all of these• Additionally students will see

demonstrations of the inbound email monitoring system and configuring triggered Events.



CRYSTAL REPORTS ADVANCED FORMULAS

OverviewTake your knowledge of the Crystal Report Writer deeper with this advanced course in the use of formulas. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through advanced formulas to present the data you want to present.

Who should attend this class?This class is for those needing to develop a better understanding of the use of Formulas within a Crystal Report.

Level: Advanced

Pre-requisites:• Basic understanding of Microsoft®

Windows• Either successful completion of the

Crystal Reports XI Advanced class or the ability to write advanced Crystal reports.

• Users that skipped the Introduction & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal Reports website at www.businessobjects.com.

Objectives:• Understand how Crystal Reports

processes data• Understand the background process

Crystal Reports uses when it creates a report

• Understand which evaluation period to apply to run a formula

• Learn how to declare variables, assign values to them and use them within a formula

• Utilize multiple statements in complex formulas

• Manipulate arrays containing multiple values

• Review conditional statements• Use multiple if then else Statements• Understand the formula evaluation

time debugger




INTRODUCTION TO KNOWLEDGESYNC WITH THE JOBBOSS EVENTPAK


OverviewIn this beginner level course, we will cover the various modules of KnowledgeSync and how they work and the structure and creation of queries and description events.

Level: Basic

Pre-requisites:• Own the KnowledgeSync product

Objectives:• Make modifications to the JobBOSS

provided EventPak• Learn how to create Queries and

Events of your own from scratch• Output the event created to email



SYNERGY ENTERPRISE ADMINISTRATION AND USER SETUP

OverviewThe setup and administration with Synergy is critical for the overall use of Synergy. This course is geared towards the Synergy Administrators.Users must be administrators of the system in order create users and manage users.

Who should attend this class?Those people who will be the managers/ administrators of JobBOSS Synergy Enterprise.

Level: Beginner

Pre-requisites:• ESE should be installed on your server

so that administrators can get started immediately with entering roles and users.

Objectives:• Learn about roles and permissions in

ESE• Creating new users• Assigning roles to users• Learn how the JobBOSS to ESE

integration functions• Microsoft Office Integration and ESE• Background jobs (these are used to

manage ESE)



INTRODUCTION TO SYNERGY FOR JOBBOSS USERS

OverviewWhat is JobBOSS Synergy Enterprise? What can it do for me? How do I begin using it? Learn the answers to these questions and much more in this introductory session. You will walk away with a solid understanding of JobBOSS Synergy Enterprise and the skills needed to begin exploring your new environment.

Who should attend this class?All users of JobBOSS Synergy Enterprise

Level: Beginner

Pre-requisites:• Understanding of internet navigation

and basic computer use

Objectives:• Understand the concept of JobBOSS

Synergy Enterprise• Understand the JobBOSS integration

with JobBOSS Synergy Enterprise• Navigate within JobBOSS Synergy

Enterprise• Customize the JobBOSS Synergy

Enterprise environment• Search for information in JobBOSS

Synergy Enterprise• View and modify a resource card in

ESE• Follow a workflow request from

start to finish in ESE and JobBOSS



4: JOBBOSS SYNERGY INTEGRATION

DEFINING WORKFLOW REQUESTS IN SYNERGY ENTERPRISE

OverviewBusiness processes drive all of the tasks in your company. Learn how to maximize the power of customizing your workflow requests to effectively manage your business processes.

Who should attend this class?Who should attend: ESE Administrators and those responsible for customizing processes in Synergy. Those people, in an organization who are responsible for the design and customizing of workflow requests must attend this course to understand the full capability available to automate their processes.

Level: Beginner

Pre-requisites:• Intro to JobBOSS Synergy

Enterprise• Synergy Enterprise User Admin and

Setup

Objectives:• Learn the setup and configuration of a

simple task• Learn how to modify existing requests• Creating User Defined Roles• Creating requests from scratch




CREATING AND MAINTAINING CUSTOMER ACCOUNTS

OverviewUsers will learn the different ways to enter customer accounts into Synergy using an import tool that is only available with Synergy. They will also learn how Synergy and JobBOSS work together to keep existing accounts up to date. Additionally, users will also learn how to import emails and create requests to track customer communications in Synergy and JobBOSS.

Who should attend this class?Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes.

Level: Beginner

Pre-requisites:• Introduction to Synergy Enterprise for

JobBOSS Users

Managing Workflow with Synergy Enterprise**In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class**

Objectives:• Learn how to create customers

manually to Synergy and how to add them into JobBOSS

• Learn how to upload a list of customers that you obtained from a tradeshow etc.

• Learn how to use MS Outlook and the Synergy Office Integration to import emails to customer accounts

• Learn how to generate a Synergy request from Outlook to ensure that customer emails/contacts are not lost in the email shuffle.



MANAGING THE CUSTOMER QUOTE CYCLE

OverviewThis session will focus on the quote cycle and how you can use Synergy to ensure that customer requests are not lost in an email folder. Additionally, by using Synergy all users have access to the customer requests as well as what has been sent out to the customer. Users will learn how Synergy requests can be customized (we will not design requests in this class, but the instructor will ensure that all attendees understands what is possible with Synergy. We offer a Defining Workflow class for request design) to fit their company’s needs.

Who should attend this class?Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes.

Level: Beginner


JobBOSS Users• n Managing Workflow with Synergy

Enterprise for JobBOSS Users

Creating and Maintaining Customer Accounts with Synergy for JobBOSS Users**In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class**

Objectives:• Review of using SOI to upload emails

to customer accounts and generate “reminders” to send out new quotes.

• Learn how to manage requests in Synergy. The focus will be a request for quote.

• Learn about the “stages” of a Synergy request and what each means.

• Review of basic searching for data and workflow management (see pre-requisites list).



MANAGING YOUR WORKFLOW USING SYNERGY ENTERPRISE

OverviewHow do I manage the items in my workflow? I just created a request. Where did it go? In this class you will fully understand the concepts of what requests are, how they flow, how to manage your requests in your Workflow, how to address open requests, and lastly how to search out previously created requests for further follow–up. All users will benefit from gaining the foundational understanding of Workflow which is the basis for JobBOSS Synergy Enterprise.

Who should attend this class?End users of JobBOSS Enterprise

Level: Beginner

Pre-requisites:

• Intro to JobBOSS Synergy Enterprise

Objectives:• Learn how to create a request in

JobBOSS or ESE• Accessing employee calendars and

planning• Managing you personal workflow• Finding data in ESE• Customizing your homepage in ESE




UNDERSTANDING THE JOBBOSS CRM DASHBOARD & REPORTINGIN SYNERGY

OverviewUsers will learn how to interpret the JobBOSS CRM Dashboard in Synergy. This is a pre-defined dashboard that cannot be customized.

Who should attend this class?Anyone who is involved in the customer quote process and uses Synergy.

Level: Beginner


JobBOSS Users• Managing Workflow with Synergy

Enterprise for JobBOSS Users

Objectives:• Understand the statistics on the CRM

Dashboard.• Understand the options to change the

statistics on the CRM Dashboard



JobBOSS

3600 American Blvd WBloomington, MN 55431

United States

Tel: 1-800-777-4334

Website: jobboss.com/manufacturing-services/erp-software-training

JobBOSS Shop Management Solutions serve over 7,000 shops with software and business support. Since over 30 years we provide the technology and knowledge that fuels their productivity and profits, innovation and growth. JobBOSS is a job-based system designed specifically for custom and mixed-mode manufacturers–an integrated, “quote-to-cash” solution that offers complete visibility and control of a manufacturing business.

JobBOSS is an ECi Solutions product. ECi Solutions builds business software for SMEs and their accountants. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow. JobBOSS inspires businesses to grow. Our employees love, share and support our customers’ ambition. Like them, we aim high. Like them, we aspire to lead the way. That’s how we know it’s a bumpy road to success. And that’s why we build software to help smooth it out, enabling our customers from all over the world to grow.

JobBOSS. Shop management solutions.www.jobboss.com

*All prices subject to change. This catalog represents currently available courses. JobBOSS reserves the right to alter the training curriculum and availability at any time.

© JobBOSS, 2018. All rights reserved. All trademarks mentioned herein belong to their respective owners.