IQMS Course Descriptions for EnterpriseIQ Training Classes

Detailed training is the single most important step you can take to facilitate a successful implementation of EnterpriseIQ. The system is broad, in some places complex, and its integrated nature can fundamentally change the way you look at your business. To help your business get the most out of EnterpriseIQ, IQMS has assembled various training programs that are designed to cover global and specific issues within the software.

Please check the training schedule for the most up-to-date 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 focused 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 Crystal Reports & Labeling

Overview

This three-day, hands-on course combines two-days of basic introduction to using Crystal Reports as it relates to the EnterpriseIQ system with an optional third day to focus on creating label reports. The first two days are designed to cover the fundamentals of the EnterpriseIQ database structure 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. The third day is designed for users who will be using Crystal Reports to create label files for printing from EnterpriseIQ. It is an intermediate-level course that addresses topics specific to Crystal label reports such as commonly used fields, creating barcodes, label setup in EnterpriseIQ, and printing setup/troubleshooting.

The Crystal Reporting and Crystal Labels course is designed to give users the flexibility to attend all three days, the first two days, or just the third day (creating label reports).

Who should attend?

Highly recommended for beginners responsible for customizing and creating reports at your facility. Third day is particularly good for any personnel responsible for customizing and creating labels in Crystal Reports

Prerequisites

EnterpriseIQ software purchased and installed at your facility. Students should have a familiarity with the EnterpriseIQ system. Attendance in the two-day Crystal Reporting class or prior working knowledge of using the Crystal Reports program with EnterpriseIQ required for third day of Crystal Labels material.

What you will learn

  • EnterpriseIQ database structure
  • Oracle connectivity from EnterpriseIQ as well as from Crystal Reports
  • Become familiar with EnterpriseIQ’s 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
  • Design and build intermediate level Crystal label reports (Optional third day)
    • How to work with barcode and image fields
    • Proper setup and options for printing labels in EnterpriseIQ
    • Printing and troubleshooting tips

EnterpriseIQ Human Resource Management

This three-day hands-on course is a beginning to intermediate level course where users will learn how to utilize EnterpriseIQ’s Workforce, Time & Attendance and Payroll system. Topics covered on day-one are focused on Workforce and include full setup instructions, as well as managing job applicants, tracking employee training and logging work related injuries. Topics on day-two are focused on Time & Attendance, and include full setup instructions, as well as tracking absences and processing hours for payroll. Topics covered on day-three are focused on Payroll and includes importing Payroll Tax tables, setting up accrual schedules and deductions, as well as processing payroll, and year-end tax reporting.

Who should attend?

Key managers or personnel from Human Resources and Payroll

Prerequisites

EnterpriseIQ software purchased and installed at your facility. Students should have a MyIQMS account. Students must have experience navigating in EnterpriseIQ or have watched the MyIQMS Basic Navigation video.

What you will learn

  • Workforce
    • Complete setup, including Job Descriptions, Skills, Training Items and Workflows for the hiring process
    • Tracking the status of job applicants through the hiring process
    • Tracking the training progress of new and existing employees
    • Logging work-related injuries and illnesses
  • Time & Attendance
    • Complete setup, including Pay Groups, Pay Types, Overtime and Shift Rules, Shift Calendar, and the Supervisor Hierarchy
    • Processing hours from the Time Clock and Absence Calendar
    • Posting hours to Payroll and exporting for Third Party Payroll service provider
  • Payroll
    • Complete setup, including Benefit accrual, Deductions and Payroll Taxes
    • Processing employee time cards and issuing pay
    • Year-end tax reporting

EnterpriseIQ 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 who 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
  • Bills 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 Manufacturing I

Overview

This three-day, hands-on course is designed for new employees or new users to EnterpriseIQ. The user will learn how to utilize EnterpriseIQ’s MRP based system. This course will take you through the entire manufacturing and MRP process. Topics covered will include inventory, bills of material, sales order entry, work orders, production scheduling, material requirements, production reporting and more.

Who should attend?

Highly recommended for new employees/users and minimal system users who are responsible for inventory, order entry, material planning, and/or production scheduling.

Prerequisites

EnterpriseIQ software installed at your facility and familiar with your company's manufacturing procedures. 

What you will learn

  • EnterpriseIQ basic navigation with emphasis on access to features common within manufacturing modules
  • Work Centers
  • BOMs
  • Inventory
  • Sales order entry and capable to promise
  • Introduction to stocking functionality
  • Work orders
  • Finite scheduling
  • Material exceptions & staging reports
  • Production reporting
  • Picket tickets and shipping
  • Purchasing and receiving

EnterpriseIQ Manufacturing II

Overview

This three-day, hands-on course is an advanced level course. The user should have basic knowledge of EnterpriseIQ’s manufacturing fields and functionality prior to attending this class.  This course will take you through an in depth look at 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 production scheduling.

Prerequisites

EnterpriseIQ software purchased, installed, and currently being utilized at your facility.  Students must have completed the EIQ Manufacturing I training course or have a great working knowledge of EnterpriseIQ manufacturing 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 - MRP Engine
  • Work order types - manual, system generated, firm, rework
  • Production scheduling
  • Material requirement planning & staging reports
  • Work center & labor capacity planning
  • RealTime™ production monitoring
  • Production reporting and process costing
  • Picket tickets, shipping, and customer RMAs
  • Purchasing, PO approval, receiving, and vendor RMAs

EnterpriseIQ Manufacturing Assembly/Generic

Overview

This is a three day hands-on course in which the user will learn how to utilize EnterpriseIQ’s MRP based system. This course includes ASSY/Assembly modules, not covered in the Manufacturing I and II classes, and is designed to take you through the entire manufacturing and MRP process. Topics covered will include process maintenance, bills of material, inventory, work orders, production scheduling, material planning, production reporting and more.

Who should attend?

Highly recommended for managers, supervisors or personnel responsible for customer service, production control, scheduling,  inventory and materials management.

Prerequisites

EnterpriseIQ software purchased and installed at your facility. To attend class students must have one of the following:

  • A working knowledge of EnterpriseIQ manufacturing
  • Have completed the Implementation Training for New Users course
  • Have completed the MyIQMS Basic Navigation Video (MyIQMS.com > Training > Learn By Module > System Setup > Basic Navigation) plus 15 hours of hands on EnterpriseIQ experience.

What you will learn

  • BOM management – ASSY, Generic , and Outsource
  • Inventory management including UOM conversion
  • Sales order entry and capable to promise
  • Vendor managed inventory - Customer
  • Auto-MRP
  • Update Schedule – MRP Engine
  • Work order types – manual, system generated, and firm
  • Assembly Track and Finite Scheduling
  • Material requirement planning & staging reports
  • Assembly Data – production reporting
  • Picket tickets, shipping, and customer RMAs
  • Purchasing, receiving, and vendor RMAs

EnterpriseIQ Quality Management System

Overview

This three-day, hands-on course offers an overview of EnterpriseIQ’s Quality modules. 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 Requests (CARs) and Engineering Change Orders (ECOs)
  • 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.

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 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 and import procedures
  • IQAlert , Apache and 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)

EnterpriseIQ Warehouse Management System (WMS)

Overview

This is a three day hands-on course in which the user will learn how to utilize EnterpriseIQ’s Warehouse Management System. This course will take you through EnterpriseIQ’s WMS and IQRF software modules. Topics covered will include labeling in EnterpriseIQ, receiving and shipping via scanner, pallet labels, serialized inventory control and more.

Who should attend?

Warehouse managers, key managers or personnel responsible for production control, inventory, and materials management

Prerequisites

EnterpriseIQ software purchased, installed, and currently being utilized at your facility. Students must also have completed the EIQ Manufacturing II training course or have a great working knowledge of EnterpriseIQ manufacturing and be familiar with your company’s material handling procedures.

What you will learn

  • The role of labeling in EnterpriseIQ
  • Label Matrix label creation
  • Serial number tracking
  • Serialized inventory control
  • Receiving
  • Moving inventory and staging to the production floor
  • RealTime
  • Floor dispositioning via scanner
  • Shipping inventory via pick ticket
  • Pallet labeling
  • WMS user profile settings