Note: Training time is every day from 8:00-12:00
Prerequisite
- Knowledge of business management procedures and processes is an advantage
Objective
- Be able to create relevant master data in APplus using a practical example
- Understanding functional relationships across the core modules of APplus in the overall process
- Master essential functions that are used for daily work in APplus during an order run
Contents
APplus operation
1️⃣ Introduction & system overview
- Aim and procedure of the training
- Overview of APplus and system environments
- Home page (modules, APWay, navigation)
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2️⃣ Operation of APplus
- User interface, page layout
- User settings and client change
- Working with display and input elements
- Basic operation:
o Show/hide page elements
o Working with tree view and tabs
o Picklists and multipicklists
o Keyboard shortcuts
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3️⃣ Working with data records
- Understanding of working with a database-based application
o Creating, changing, copying and deleting data records
- Working with item lists
- Sort and filter functions
- Using the full text search and data record search
o Search options
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4️⃣ Creation of master data
- What is master data?
- Creation of address master data (mandatory fields, contact persons, etc.)
- Classic Mode and Flow Mode
Creation of article master data (number ranges, units, etc.)
- Important features and allocation
o Classic and Flow Mode
- Employee master data
- Language versions and link to DMS (“Document Management System”)
5️⃣ Sales process (Classic Mode)
Order creation
- Entry of a customer order
- Input of items, quantities and dates
Order processing
- Release and disposition of the order
- Pressure and status monitoring
Delivery
- Carry out goods issue
- Create packing list and delivery bill
- Stock booking and dispatch check
Invoicing (invoicing from goods issue)
- Generate and check invoice
- Printing, approval and transfer to financial accounting
Invoice statistics
- Analysis of sales by financial year
- Generation of PDF reports via Jasper Server
Linked data records & navigation
- Navigation between documents via links:
- Understanding of the complete process flow in sales
5️⃣ Conclusion
- Repetition of central functions and operation
- Tips for daily work and typical sources of error
- Questions / Feedback
