IQMS Course Descriptions for EnterpriseIQ Training Classes

Training is the single most important part of implementing EnterpriseIQ. This product is broad, in some places complex, and it's integrated nature can fundamentally change the way you look at your business. To help you get on top of the program, IQMS has assembled various training programs that are designed to cover global and specific issues within the software.

Check the schedule for a list of classes, locations and availability.

EnterpriseIQ Accounting & Spreadsheet Server

Overview

This three day, hands-on course combines two-days of EnterpriseIQ Accounting concepts with the third day focusing on Spreadsheet Server. The user will learn how to utilize
EnterpriseIQ’s accounting system to its fullest. Topics covered on day one will include the
customer and vendor billing cycle and sales personnel/commissions. Topics covered on day two will include standard cost accounting, general ledger maintenance, financial reporting, and bank reconciliation. Topics covered on day three include how to build spreadsheets, evaluate calculations, drill down functionality, and formulas within the EnterpriseIQ Spreadsheet Server application.

The Accounting and Spreadsheet Server course is designed to give users the flexibility to attend all three days, a single day or any combination of days.

Who should attend?

Key managers or personnel from accounting.

Prerequisites

EnterpriseIQ software purchased, installed, and currently being utilized at your facility. Students must have a working knowledge of EnterpriseIQ accounting or have completed the Implementation Training course, as well as knowledge of basic accounting functions. . In addition, for Spreadsheet Server, a working knowledge of Microsoft ® Excel is recommended.

What you will learn

  • GL maintenance, financial reports, budgets, and bank manager
  • Customer billing cycle:
    • Shipping and RMAs
    • AR invoicing and credit memos
    • Customer status
    • Cash receipts
  • Sales personnel - setup and commissions
  • Vendor billing cycle:
    • PO receipts and rejects
    • AP invoicing and debit memos
    • Vendor status
    • Cash disbursements
  • Standard and process costing
    • Setup and GL accounts
    • Post inventory transactions
  • EnterpriseIQ Spreadsheet Server
    • Navigation
    • Building Templates
    • Building Spreadsheets
    • Drill Down Functionalities
    • Spreadsheet Validation
    • Formula Calculations
    •
    EnterpriseIQ Manufacturing

    Overview

    This three-day, hands-on course is a general level course. The user will learn how to utilize EnterpriseIQ’s MRP based system in detail. This course will take you through the entire manufacturing and MRP process. Topics covered will include bills of material, inventory, MRP engine, work orders, production scheduling, material planning, RealTime monitoring, production reporting and more. This course is not designed for new employees or new users to EnterpriseIQ.

    Who should attend?

    Highly recommended for key managers or personnel responsible for production control, inventory and materials management, and/or master scheduling.

    Prerequisites

    EnterpriseIQ software purchased, installed, and currently being utilized at your facility. Students must have a working knowledge of EnterpriseIQ manufacturing or have completed the Implementation Training course and be familiar with your company's manufacturing procedures.

    What you will learn

  • BOM management
  • Inventory management
  • Sales order entry, inventory availability, and capable to promise
  • Vendor managed inventory
  • Auto-MRP
  • Update Schedule - IRV32 MRP Engine
  • Work order types - manual, system generated, firm
  • Production scheduling
  • Material requirement planning & staging reports
  • Work center & labor capacity planning
  • RealTime production monitoring
  • Production reporting & process costing
  • Picket tickets, shipping, and customer RMAs
  • PO approval, purchasing, receiving, and vendor RMAs
    •
    EnterpriseIQ System Administration Training

    Overview

    This three-day hands-on introductory course is an overview of administering the EnterpriseIQ/Oracle software. The goal is to help the user become more familiar with EnterpriseIQ and Oracle administrative tools, backups, and how to setup security. It also addresses installation of other applications as they relate to the use with EnterpriseIQ. This course is not a substitute for Oracle's training courses. Oracle administrative tools are presented as they pertain to using EnterpriseIQ.

    Who should attend?

    Highly recommended for the system administrator

    Prerequisites

    EnterpriseIQ software purchased and installed at your facility. Students must have prior computer and basic networking skills.

    What you will learn

  • Understand the EnterpriseIQ Client/Server architecture
  • Become familiar with EnterpriseIQ's Data Dictionary (DD), and perform software updates
  • Introduction to Oracle and Oracle Database Control tools
  • Database Export & Import procedures
  • IQAlert , Apache & Workflow
  • Security Roles, Password Policy, Reports, and User access
  • Installation of the applications specific to their use with Enterprise IQ: Crystal Report Writing Software installation, Label Matrix installation, SpreadSheet Server installation, IQFax, and Ataman. (This is not training on the use, but installation only)
    •
    Implementation Training

    Overview

    This three-day, hands-on, introductory course explores the key concepts and philosophies of the EnterpriseIQ system. The goal is to provide a detailed overview of the system, while examining various concepts that require immediate user input. Such topics as part numbering, BOM building and usage, inventory, work order management, scheduling and RealTime monitoring are covered. In addition, the core data required to begin the implementation process is introduced. This would include basic accounting functions, default lists, initial data input, and more. Information covered in this course provides the groundwork for early and accurate input of data.

    Please note that IQMS considers this course a single class, and attendees are required to attend all three days. Substituting attendees is not allowed unless previously approved by the IQMS Training team.

    Who should attend?

    This course is intended for the EnterpriseIQ implementation project team – those that will be responsible for bringing the system on-line at your site. Key managers from the accounting and manufacturing side of your company are highly encouraged in participating in this course. All companies are encouraged to send one or more representatives.

    Prerequisites

    EnterpriseIQ software purchased and installed at your facility. Students must have prior knowledge of manufacturing and/or accounting basics.

    What you will learn
    • Basic navigation and recognize features that are common to all modules
    • Initial data input and system setup
    • Bill of material
    • Sales order entry
    • Work orders
    • Production scheduling and material resource planning
    • RealTime production monitoring
    • Production reporting
    • Shipping and RMAs
    • Purchasing and receiving
    • GL maintenance, financial reports, budgets, and bank manager
    • Accounts payable setup
    • Accounts receivable setup

    EnterpriseIQ and Crystal Reporting

    Overview

    This two-day, hands-on course is a basic introduction to using Crystal Reports as it relates to the EnterpriseIQ system. It is designed to cover the fundamentals of the EnterpriseIQ database structures, and how they can be accessed via Crystal Reports. This course is not a substitute for Business Objects’ training courses or an advanced course. The fundamentals of how relational databases operate, how to view data structures, and the basics of Crystal Reports are presented as they pertain to using EnterpriseIQ.

    Who should attend?

    Highly recommended for those individuals responsible for customizing and creating reports at your facility.

    Prerequisites

    EnterpriseIQ software purchased and installed at your facility. Students should have a familiarity with system and navigation. Basic knowledge the Crystal Reports designer is recommended.

    What you will learn
    • EnterpriseIQ database structure
    • Oracle connectivity from EnterpriseIQ as well as from Crystal Reports
    • Become familiar with EnterpriseIQ Data Dictionary (DD) to determine the correct tables/views to design reports
    • Design beginning to intermediate level reports
    • Add custom made reports to the EnterpriseIQ reports menu

    New Employee Overview

    Overview

    This two-day, hands-on course offers an overview of the most commonly used aspects of the
    system. Topics covered on day one include the day-to-day manufacturing tasks such as
    inventory and BOM usage. Topics covered on day two include day-to-day accounting functions such as AR and AP invoicing. This course is designed for new employees of existing customers to assist in training and getting those new employees up to speed quicker and thus enabling them to work more effectively.

    Who should attend?

    This course is intended for new users of existing EnterpriseIQ companies. Employees who currently utilize the software but are changing concentrations are also encouraged to attend.

    Prerequisites

    EnterpriseIQ software actively used at your facility.

    What you will learn
    • Introduction to EnterpriseIQ Basics
    • Shop Calendar
    • Work Center Overview
    • Bills Of Material
    • Inventory Module - Including Locations and Transactions
    • Sales Order Module & Inventory Availability
    • Work Orders - Manual and System Generated
    • Scheduling
    • Material Requirements, Purchasing and Receiving
    • Real Time Monitoring
    • Production Reporting
    • Shipping - Pick Tickets, Packing Slips, Bills of Lading
    • Accounts Receiving Module - Customer Maintenance, Invoicing, Cash Receipts
    • Accounts Payable Module - Vendor Maintenance, Invoicing, Cash Disburs.
    • Customer / Vendor RMA Module
    • General Journal Entries / Account Activities
    Quality System

    Overview

    This three-day hands-on course offers an overview of EnterpriseIQ’s Quality module. It covers topics such document control libraries, team member setup, and
    corrective actions. More advanced topics such as SPC and APQP are also discussed. This
    course is designed for employees of existing customers who are familiar with the quality program and industry needs as they pertain to quality and manufacturing.

    Who should attend?

    This course is intended for Quality professionals and project managers. Key managers from your company are highly encouraged to participate in this course.

    Prerequisites

    Students must have prior knowledge of manufacturing and/or quality basics.

    What you will learn
    • How to create team members using internal employees, or customer and vendor representatives.
    • How to create document control libraries, store documents, route documents and approve documents.
    • Principles of use for Corrective Actions (CAR) and Engineering Changes (ECO)
    • Tools for preventing quality issues such as FMEA and Control Plans
    • How to manage deviations
    • Basic principles of Gage Repeatability and Reproducibility (R&R) studies
    • How to track calibrations
    • Basic SPC principles and philosophies and how these are incorporated into the IQMS Quality system.
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    "Any training that we have contracted from IQMS has been great. Training materials are well prepared and instructors are pleasant, knowledgeable, and personable. IQMS training is also reasonably priced and convenient. We've used classroom training as well as internet based training to suit our specific application and needs."
    - Stepco, Inc.