TRAINING COURSE CATALOG - JobBOSS

1 Classroom Workshops, Online TRAINING and Exact JobBOSS Learning COURSE CATALOGE xact JobBOSS 3444556677899910101111121213131414151616 161717181819192020202121 Exact JobBOSS TRAINING Overview1 Traditional Classroom TRAINING Exact JobBOSS Job Control Complete 2-Day Workshop Exact JobBOSS Optimizing Order Processing Workshop Exact JobBOSS Accurate Job Costing Workshop Exact JobBOSS accounting A-Z Workshop Exact JobBOSS Scheduling Workshop Exact JobBOSS Effective Material Management Workshop Exact JobBOSS Creative Report Writing Workshop Crystal Reports Workshop Advanced Crystal Reports 1 Day Workshop2 Exact JobBOSS Online TRAINING Exact JobBOSS Track 1: Quote Processing Exact JobBOSS Track 2: Order Processing with Time Entry Exact JobBOSS Track 3: Scheduling Exact JobBOSS Track 4: Material Management Exact JobBOSS Track 5: Shipping, Services, Transfer, Closing Exact JobBOSS Track 6.

2 Job Costing & Reporting Exact JobBOSS accounting accounting Setup Exact JobBOSS accounting Accounts Receivable Exact JobBOSS accounting Accounts Payable & general ledger Exact JobBOSS Data Collection Automation for the Shop Floor Exact JobBOSS Sales Order Processing Flexibility in Order Processing Exact JobBOSS ShopBOSS Scheduling Essentials Microsoft SQL Server Administration Introduction3 Report Writing Crystal Reports Introduction for Exact JobBOSS Users Crystal Reports Intermediate Crystal Reports Advanced Crystal Reports Advanced Formulas Foundations of Accessing Exact JobBOSS Data Exact JobBOSS Reporting with Microsoft Office Intro To Sql Reporting Services for Exact JobBOSS Users Intermediate Sql Reporting Services for Exact JobBOSS Users4 Exact JobBOSS Synergy Integration Synergy Enterprise Administration and User Setup Introduction To Exact Synergy for Exact JobBOSS Users Defining Workflow Requests in Synergy Enterprise Managing Your Workflow using Synergy EnterpriseTRAINING COURSE CATALOG 3 EXACT 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 Exact product without incurring travel expenses or time out of the office.

3 Additionally, all classes are conducted in an open communication environment, allowing you to share knowledge and gain insight from other Exact customers, and many courses utilize a virtual lab server, providing immediate hands-on 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 Exact 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 of Exact Learning Pass including: Reduced reliance on internal power users to provide TRAINING Empowered users develop out-of-the-box thinking & create efficiencies Access to internet-based TRAINING courses Zero travel expense, minimal down-time and disruption Simplified budgeting and planning process to meet TRAINING needs Convenience of internet-based TRAINING in 2 to 4 hour sessions Ideal for new employees or employees in new rolesThe 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!

4 Exact Americas TRAINING : Phone: 800-777-4334 To learn more or to receive a free quote, contact your Exact sales rep, or visit us on Exact s customer portal at Continuing Professional Education Exact Americas 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 individualcourses for CPE credit. Complaints regarding registered sponsors may be addressed to theNational Registry of CPE Sponsors,150 Fourth Avenue North, Suite 700, Nashville, TN, site: [Exact] instructors are the best I ve had in my career in business. Dave Law Purchasing Manager Michigan Ladder Company Learning Pass isavailable for:Exact JobBOSS Exact JobBOSS Synergy Integration Exact Report Writing4 TRAINING COURSE CATALOG1: TRADITIONAL CLASSROOM TRAINING EXACT JobBOSS OPTIMIZING ORDER PROCESSING WORKSHOPO verview The most critical entry into JobBOSS is your customer orders.

5 What types of parts do you make, how often do you receive new customer orders, do you get repeat orders often or are most orders custom? All of these questions and more will determine how to effectively enter your customer orders into JobBOSS . Optimizing your order entry process will ensure that all other processes from scheduling, material purchasing, shipping and costing are all streamlined. This COURSE is critical for your success with controlling your customer should attend this class? Those responsible for order entry and : BasicPre-requisites:Basic Navigation of JobBOSSO bjectives: Discussion-How orders are your received? Review of Single Job Entry Component/Assembly Jobs Template Jobs and Part Master Blanket/Release Jobs Sales Order Entry Summary Time and Material JobsDelivery Method: ClassroomDuration: 7 hoursCPE Credits: 7 Cost: $495/student EXACT JobBOSS JOB CONTROL COMPLETE 2-DAY WORKSHOPO verviewJobBOSS 101.

6 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: BeginnerPre-requisites: JobBOSS Navigation On-Demand lessons JobBOSS Job Control On-Demand lessons focusing on Job entry and SchedulingObjectives: 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 jobsDelivery Method: ClassroomDuration: 14 hoursCPE Credits: 14 Cost: $895/studentTRAINING COURSE CATALOG 5 EXACT JobBOSS ACCURATE JOB COSTING WORKSHOPO verview.

7 This 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 should attend this COURSE ?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 : IntermediatePre requisites:On Demand lessons for: JobBOSS Navigation JobBOSS Job Control System Administration Module JobBOSS Track s 1 5 or the JobBOSS Job Control 2 Day WorkshopObjectives: 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 Delivery Method: ClassroomDuration: 7 hoursCPE Credits: 7 Cost: $495/student EXACT JobBOSS accounting A-Z WORKSHOPO verview.

8 This hands on TRAINING COURSE will teach you the setup of the accounting system from creating your chart of accounts to setting options for function use. Users will also learn the daily transactions necessary for using Accounts Receivable, Accounts Payable and then general ledger modules in JobBOSS . Some of these topics include customer invoicing, customer deposits, vendor invoices and payments as well as recurring, reversing and regular journal should attend this COURSE ?Those users that will be setting up the accounting system, accessing the accounting modules on a daily basis, such as AR/AP Clerks, Accountants, Controllers and Credit : BeginnerPre requisites: JobBOSS accounting and Navigation On Demand lessonsObjectives: 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.

9 AP and GL 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 Posting transactions and Accounts Receivable reporting 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 transactions and Accounts Payable reporting general ledger journal entries Bank reconciliation Month-end closing proceduresDelivery Method: ClassroomDuration: 7 hoursCPE Credits: 7 Cost: $495/student6 TRAINING COURSE CATALOG EXACT JobBOSS EFFECTIVE MATERIAL MANAGEMENT WORKSHOPO verviewGot inventory?

10 Gain a better focus onimplementing and managing your company inventory system using reorder points, planning functionality and history should attend this COURSE ?Those users responsible for purchasing and maintaining material inventory such as Material Managers and : IntermmediatePre-requisites: Basic understanding of the JobBOSS core functionality and : 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 forecastingDelivery Method: ClassroomDuration: 7 hoursCPE Credits: 7 Cost: $495/student EXACT JobBOSS SCHEDULING WORKSHOPO verviewLearn how to setup JobBOSS to createcapacity for scheduling and manage yourschedule using should attend this COURSE ?