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Course Descriptions for EnterpriseOne Training
System Basics

This web-based training (WBT) presents the basic skills required by all EnterpriseOne users. In this course, you will become familiar with the EnterpriseOne software as well as:

  • learn how to navigate through the system using EnterpriseOne menus,
  • understand how to log on and off EnterpriseOne,
  • become familiar with EnterpriseOne forms and grids, and
  • learn about the basic features and functionality of EnterpriseOne.

Employee Self Service

(The information contained in this training reflects fictional employee data that may not reflect what is seen in EnterpriseOne.)

The Employee Self Service Version 1 web-based training (WBT) provides employees an opportunity for self study regarding how to perform the following essential system tasks online:

  • review personal profile information
  • review accrued and taken paid time off
  • review pay stubs
  • line detail time entry by exception for employees 

Version 1 of Employee Self Service highlights those tasks that are essential for when EnterpriseOne goes live. Version 1 does not contain lessons on all of the functions of Employee Self Service. More detailed versions of Employee Self Service WBT will be released at a later date and will contain the functions necessary to operate EnterpriseOne.

Manager Self Service

(The information contained in this training reflects fictional employee data that may not reflect what is seen in EnterpriseOne.)

The Manager Self Service web-based training (WBT) provides supervisors and managers an opportunity for self-study regarding how to perform Human Resource functions in EnterpriseOne, including the following:

  • reviewing a direct report
  • reviewing a direct reports personal profile information
  • reviewing a direct reports personal information, name/address, paid time off, and emergency contact information

Version 1 of Manager Self Service highlights the tasks that are essential for a manager or supervisor when EnterpriseOne goes live. Version 1 does not contain lessons on all of the functions of Manager Self Service. More detailed versions of Manager Self Service WBT will be released at a later date and will contain the functions necessary to operate EnterpriseOne.

Accounts Payable

The Accounts Payable functions provide the tools to complete tasks such as tracking expenditures, maintaining and analyzing supplier information, and processing vouchers. It supports the agencies' need for accurate and timely payables that follow standardized procedures but also allow the agencies to select options that are unique to their organization. This course also includes expending agency Intrastate Billing Transaction processes (formerly ITD).

Accounts Receivable

Accounts Receivable (AR) consists of AR processing and cash applications. This course includes invoice entry, review, approval, batch processing, inquiries, reports, statements, and other related procedures. The AR cash applications will include deposit entry, review, approval, and journal reports. This course includes the billing agency Intrastate Billing Transaction process (formerly ITD) and covers the information necessary to perform Cash Deposits. (If you are attending this course, you do not need to attend Cash Deposits.)

Budget Management

This module will provide the end-user the skills necessary to establish current-year operating and capital budgets in EnterpriseOne. Agency budget management reports available within EnterpriseOne will be explored as well as generating inquiries to perform budget analysis.

Budget Preparation

Training for agency preparation of biennial budget request documents will be developed in 2003, during a later phase of the project.  

Cash Deposits

Cash Deposits training includes procedures for applying receipts to an account and recording sales tax. (If you are attending Accounts Receivable, you do not need to attend this course.)

Fixed Assets

The Fixed Assets module presents the skills necessary to work with transactions related to fixed assets. This course covers working with asset masters, posting or passing on transactions, running inquiries, overriding depreciation defaults, disposing of or transferring assets, splitting transactions, and performing the year-end close.

General Accounting

General Accounting consists of the general ledger functions of creating, reviewing, approving, and posting journal entries. This course will review how the EnterpriseOne system allows the user to inquire on journal entries, create reports, search/view/add to the Chart of Accounts, and add business units as needed.

Grants

The Grants module presents the skills necessary to work with grant business units. This course covers working with business units, accounts, budgets, and inquiries. This module provides the tools to work with records of these business units, as well as with records of their component accounts and budgets. It further supports purchasing processes, many of which are applicable either to all grant-related initiatives although others are applicable only in specific incidences.

Human Resources Basics

In Human Resource (HR) Basics, individuals will learn how to set up and manage one of the key foundation components of the Human Resources system, the Employee Master. Upon completion of this course, individuals will understand how to enter and maintain Employee records, as well as set up and use supplemental data. Details are provided regarding how this information is used by the Human Resources, Benefits AdmiEnterpriseOnetration and Payroll modules. Also provided are the knowledge and skills necessary to define deductions, benefits and accruals, and assign them to employees; manage human resources processes including recruiting and hiring employees; change employees’ salary manually; and terminate employees. Course content includes the skills necessary to manage Benefits AdmiEnterpriseOnetration and understand how to enroll employees in benefit plans, determine benefit eligibility based on user defined criteria and make benefit changes.

Human Resources/Payroll Advanced

HR/Payroll Advanced expands on the key foundation elements taught in the HR Basics and Payroll Basics courses. Individuals will review and expand on current Employee Management skills and learn how to process future data changes. Benefits Enrollment techniques will be enhanced and individuals will be able to practice enrolling employees, stopping enrollments, and making changes to enrollment contributions. Individuals will also learn how to perform multi-skill searches and copy existing supplemental data records. In the area of Payroll, skills will be expanded by learning a variety of pay adjustment techniques and how to enter/process interim payments. This course includes a review of different types of employee history, a look at employee self-service time entry and the creation of cases for work-related injuries. 

Inventory

The Inventory course provides an explanation and understanding of the skills necessary to establish and conduct a supply inventory and the procurement of stock items. Supply inventory addresses the process for adding a new stock number to the item master and the assignment of the item to a Branch/Plant. It presents procedures to add item descriptions, costs, reorder quantities and how to assign the item to a Branch/Plant and a location within a Branch/Plant. Inventory transactions provides the necessary training to issue, transfer and adjust stock quantities, reverse transactions, and inquire on “real time” stock availability. Physical inventory explains the entire process to conduct a cycle count, and illustrates steps to complete a physical inventory.

Procurement of stock illustrates how to create a purchase requisition, generate a quotation request, enter vendor bid responses, generate and print purchase orders. The purchase order process includes revising orders, receiving against a purchase order, and printing reports.

Inventory management and accounting review introduces the manager’s functions of inventory and covers the set-up of a new Branch/Plant. Other topics include Branch/Plant constants, Branch/Plant locations, and the setup of automatic accounting instructions (AAIs). The approval process will review how to approve or reject a procurement document. Accounting review includes reviewing the general ledger records and posting transactions. The course concludes with a section addressing the posting of purchase receipts.

Manager Overview – Financials

Manager Overview for Financials consists of reviewing functionality of EnterpriseOne for managing an organization from a dollar’s perspective. This course includes running reports and obtaining statistical and analytical information from each of the functional areas (e.g., Accounts Payable, Accounts Receivable, General Accounting, Budget, Grants, Projects, and Fixed Assets). Grid exports utilizing spreadsheet software will be included in this course to allow for data selection and data sequencing.

Manager Overview – Human Resources

Manager Overview for Human Resources is currently under review. This course may be offered as self service, web-based training.

Manager Overview – Procurement

The Procurement Manager Overview course is designed to provide managers with the basic tools that are needed to understand purchasing processes within EnterpriseOne. This course includes fundamental information and hands-on training. Managers will learn how to review current commitments (encumbrances), how to approve procurement documents, and inquiry on the status of procurement documents.

Payroll Basics

During this course, individuals will discover the key foundation components of the Human Resources system, the Job Master and the Employee Master. The process used by Human Resources to enter and maintain employee records, use supplemental data and work with employee history and turnover is also included. Individuals will understand the Benefits AdmiEnterpriseOnetration structure and how it relates to Deductions, Benefits, Accruals and Payroll. Other features include providing knowledge and skills necessary to manage payroll processes including Time Entry, processing payroll, and processing interim payments. Individuals will understand how the Payroll system integrates with the General Ledger.

Position Control

The Position Control mini-course provides an overview of how a position budget is created and managed within EnterpriseOne. This course explains the process, menu navigation, and steps required to perform each task regarding position creation and maintenance.  Topics to be covered will include creating position budgets, using the requisition process to request creation of a new position, reviewing position activity, and reviewing employee's attachment to position.

Procurement – Full Scope

*This course includes the Requisition Entry and Inquiry course AND contents of the Manager Overview course*

The Full Scope Procurement course provides an overview of how the purchase of an item or service is made within EnterpriseOne. This course explains the process flows, document types, and menu navigation required to perform specific tasks within the EnterpriseOne procurement module, beginning with the initial task of creating a purchase requisition and ending with the final task of receiving the item into the system.

Specific tasks covered include:

  • Purchase requisition entry
  • Generation and management of quotation requests
  • Generation of purchase orders
  • Approval of documents
  • Running and printing documents and reports
  • Inquiry about documents, order status, purchases within an agency, etc.
  • Receipts against purchase orders 

Managers will learn how to review current commitments (encumbrances), how to approve procurement documents, and inquiry on the status of procurement documents. 

EnterpriseOne Procurement will be used to enter orders for Printing Services that will be performed outside of DAS Materiel, Copy Services and State Print Shop. Agencies, Boards, and Commissions will continue to use Print Requisitions for orders printed at the State Print Shop. Copy Services will continue to perform their services using the Copy Service Requisition which is completed and submitted with the documents to be copied.

The State of Nebraska has purchased the Sales Order and Manufacturing modules from JDEdwards. We anticipate that these will be beneficial in the move toward a paperless process for both the Print Shop and Copy Services. 

Procurement – Requisition Entry and Inquiry

Procurement - Requisition Entry and Inquiry presents the process flow for purchases within EnterpriseOne. This course includes purchase requisition entry and how to inquire about requisitions, quotation requests, purchase orders and contracts in EnterpriseOne. Information provided includes navigation within EnterpriseOne procurement, explanation of documents and processes, inquiry on requisition/order status, and printing requisitions.

Projects

The Capital Projects module presents the skills necessary to work with capital project and 309 project business units. This course covers working with business units, accounts, budgets, and inquiries. This module provides the tools to work with records of these business units, as well as with records of their component accounts and budgets. It further supports purchasing processes, many of which are applicable either to all project-related initiatives although others are applicable only in specific incidences.