Courses
Training in different modules of Jeeves ERP, Sage X3 and Visma.net
Training in system maintenance and Microsoft SQL Server administration for Jeeves ERP
Training in in-house system development using Jeeves Macro Language
Courses
Below is a selection of our standard courses for Jeeves ERP. We also provide tailored corporate training. For more information about prices, locations, terms and other details, contact one of our offices here >
Microsoft SQL Server administration
A quick refresher for the person responsible for a Jeeves network. Get an overview of the new administration tools in Microsoft SQL Server. Learn to respond to system warning signs and discover shortcuts to more efficient administration and, above all, a safer, more available system!
– Windows administration (users, groups, etc.)
– Backups, strategy, tools and implementation
– Database maintenance and optimization in SQL 2008 and 2012
– Security in SQL 2008/2012 (roles, etc.)
– Checking error logs, event logs and more
– Maintaining Windows hard disk systems
– Locks, checks and corrective action
– Tools for the administrator
– Prerequisites: Some experience of operating Microsoft Windows.
Jeeves basic operation course
A basic course in the working methods of Jeeves. It is a prerequisite for progressing to the functions in the different modules.
– Program menu and tree structure overview
– Menu and command buttons
– Form and list structure
– Searches and search criteria
– Creating search and shortcut buttons
– Entering and changing data
– Using Jeeves help functions
– The course requires familiarity with Windows.
Jeeves operation 2 – the toolbox
A follow-on course after Jeeves basic operation. The aim is to use Jeeves efficiently and simplify your daily work. We also look at the latest functions, such as business graphics, dynamic reports and different printing options. We explore the new divisions in the core, where many settings are made individually, by group or globally.
– Refreshing basic operation skills
– Search criteria from underlying levels
– Interactive search criteria
– Saving search criteria for activation by button
– Creating your own tabs and adapting content and layout, for example moving fields
– Dynamic reports
– Creating program links
– Core 2.0 or later – theory and practice
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used.
Jeeves template management
The aim is for you to create new print templates and adapt the existing Jeeves templates yourself. Below are some of the tasks covered in the course.
– Basic template theory
– Changing font and font size
– Creating your own text
– Inserting images
– Adding fields
– Copying templates
– Creating a footer linked to several templates
– Adapting printer settings
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used. It is an advantage to have taken some of the module-based courses below, such as Orders 1.
Jeeves accounting 1
We cover setting up financial years, account tables, product accounts and more. The aim is to give you an overview of how to use the Jeeves accounting module. Below are some of the tasks covered in the course.
– Setting up financial years and the period table
– Closing periods
– Setting up and maintaining the chart of accounts and other account dimensions
– Setting up automatic postings, automatic balance allocations and more
– Setting up product accounts
– Setting up automatic posting templates for accruals of expenses and revenue
– Setting up voucher number series
– Entering manual vouchers
– Reviewing periodic routines
– General ledger analysis
– Creating opening balances
– Producing reports
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves accounting 2 with budgeting
Accounting 2 with budgeting deepens your knowledge of the Jeeves ERP accounting module and teaches you to set up budgets. We cover period-end and year-end closing. What should you consider? Make use of Jeeves ERP reconciliation functions. Learn to use the cash-flow forecast. Below are some of the tasks covered.
– Setting up budget allocation curves
– Setting up budget revisions
– Entering budgets
– Monitoring actual results against budget
– Producing budget reports
– Accruals, recurring vouchers and balance allocations
– Using the new reconciliation programs in version 9
– What should you consider before period-end closing?
– What should you consider before year-end closing?
– Drill-down function in the report generator
– Cash-flow forecast
– The course requires completion of Accounting 1 or equivalent and familiarity with Jeeves commands and terminology.
Jeeves advanced finance
Advanced finance covers useful functions in the Accounting, Accounts Receivable, Accounts Payable and Fixed Assets modules. We look at posting templates and reconciliation programs in the different modules. We also cover routines before period-end closing and learn to use the cash-flow forecast, among many other things. Below are some of the tasks covered.
– Setting up posting templates
– Product accounts and integration between modules
– Accruals, recurring vouchers and balance allocations
– Using the new reconciliation programs
– What should you consider before period-end closing?
– Drill-down function in the report generator
– Cash-flow forecast
– The course requires completion of Accounting 1 or equivalent and familiarity with Jeeves commands and terminology.
Jeeves fixed asset accounting
Fixed asset accounting teaches you to use the Jeeves fixed assets module. Below are some of the tasks covered.
– Setting up asset groups and automatic posting templates
– Setting up and maintaining fixed assets
– Depreciating fixed assets
– Selling and retiring fixed assets
– Updating the general ledger
– Producing fixed asset reports
– Updating the general ledger
– The course requires completion of Accounting 1 or equivalent and familiarity with Jeeves commands and terminology.
Jeeves customer credit management
The course covers customer credit management in Jeeves ERP. Below are some of the tasks covered.
– What is required to get started?
– Manual credit block
– Automatic credit block
– Analyzing customer solvency
– Dunning management
– Debt collection
– The course requires completion of Accounting 1 or equivalent and familiarity with Jeeves commands and terminology.
Jeeves report generator
After the Jeeves report generator course, you should be able to create your own reports, such as income statements and VAT reports. Below are some of the tasks covered.
– Setting up row-combination definitions
– Setting up column-combination definitions
– Setting up reports for different account dimensions
– Running reports
– Producing reports
– Drill-down function in the report generator
– The course requires previous training in the Accounting module or equivalent and familiarity with Jeeves commands and terminology.
Jeeves time, projects and assignments
The course gives an overview of the Jeeves Time and Project Accounting module. After completing it, every participant should understand and be able to use the module's routines and capabilities. Topics include:½
– Setting up new projects
– The difference between assignments and projects
– Integration with accounting
– Time-and-materials, fixed-price and periodic invoicing
– Creating service price lists
– Internal invoicing
– Cost posting of hours worked (statistics)
– Time planning
– Reporting time and expenses and invoicing them
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves orders, inventory and invoicing
A basic course from order entry to invoicing in the Jeeves Orders, Inventory and Invoicing module. The aim is to provide an overview of the order-to-invoice flow. You learn to use the different order types and the various order and delivery-order programs in Jeeves:
– Setting up and maintaining customers and delivery locations
– Setting up items
– Inventory types and procurement methods
– Reviewing order theory, order status and order-line status
– Reviewing the Normal, Credit Order, Price Adjustment, Product Sample and Direct Withdrawal order types
– Reviewing relevant documents
– Function buttons in the order form
– Combinations of order types and inventory types
– Reviewing the OU Order, Direct Delivery, Transit Order, Stock Transfer and other order types
– Reviewing price lists and discount setting
– Order-specific processing
– Order-specific calculated cost
– Order completion and freight
– Delivery addresses
Jeeves macro programming
Jeeves macros can, for example:
– Help data entry by presenting default values and controlling the dialog.
– Check that entered data is correct at field and record level.
– Prevent incorrect data from being saved.
– Simplify searches and printing.
– Streamline program links.
The JML (Jeeves Macro Language) macro language is included in Jeeves ERP and requires no separate license.
Day 1: JML – the basics of the Jeeves macro language
– Syntax
– Data types
– The macro editor
– String handling
– User interaction
– Linking a macro to a button
– Linking a macro to an event
Day 2: JML – advanced Jeeves macro language
– File functions
– Program management
– SQL calls
– Email
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves ERP and some programming knowledge.
Jeeves service
The service course provides an overview of the Jeeves service module's applications. The aim is to understand the service flow and use the module's basic functions. Below are some of the tasks covered in the course.
– Setting up individually tracked items
– Entering a service order
– Reporting a service job
– Completing and invoicing the service order through the Assignment or Order module
– Logging and following up a serviced item
– Creating purchase orders for a service job
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves Enterprise. Having taken Orders 1 and/or Time/Projects/Assignments is an advantage but not a requirement.
Jeeves Graphical Planning System
Jeeves Graphical Planning System (JGP) is used to examine capacity utilization graphically and carry out graphical detailed planning. After the course, you should be able to use JGP's functions for graphical detailed planning. JGP can plan against the MPS, Service or Project modules in Jeeves. This course uses JGP with the Jeeves MPS or Assignment/Project module.
– Graphical planning and simulation in JGP
– Rescheduling in Jeeves
– Bottleneck analysis
– Graphical overview of ongoing assignments and production orders
– Viewing utilization by person or production group
– The course requires completion of MPS 1 or equivalent, or Time/Projects/Assignments or similar, and familiarity with Jeeves commands and terminology.
Jeeves accounts payable 1
A basic course in Jeeves accounts payable. The aim is to provide an overview of the flow from supplier setup to invoice receipt registration and final approval. Below are some of the tasks covered in the course.
– Setting up supplier categories
– Setting up and maintaining suppliers and contacts
– Setting up automatic posting templates for invoice receipt registration and final approval
– Registering invoice receipt
– Final approval and posting of invoices
– Updating the general ledger
– Producing reports
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves accounts payable 2
Below are some of the tasks covered in the Jeeves accounts payable 2 course.
– Creating payment proposals for due invoices
– Creating payment files for Bankgirot and Postgirot
– Manual payments
– Reconciling supplier payments
– Updating the general ledger
– Producing reports
– Supplier follow-up and statistics
– The course requires completion of Accounts Payable 1 or equivalent and familiarity with Jeeves commands and terminology.
Jeeves accounts receivable
The aim is to provide an overview of the flow from invoicing to customer payments and statistical follow-up. Below are some of the tasks covered in the Jeeves accounts receivable course.
– Setting up automatic posting templates
– Customer payments
– Dunning and debt collection management
– Interest invoicing
– Producing reports
– Follow-up and statistics
– Updating the general ledger
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves purchasing and inventory
Purchasing and inventory teaches you to plan purchasing and monitor a company's inventory. We cover streamlining purchasing routines and administering and monitoring inventory movements. We also look at the new rescheduling functions in the latest Jeeves version and other inventory developments. The course covers the following tasks:
– Setting up and maintaining a supplier
– Setting up purchasing agreements by supplier and item
– Purchasing routines – requisition and purchase order
– Arrival and goods receipt routines
– Reviewing the stocktaking routine
– Reviewing manual inventory transactions
– Changes to calculated cost
– Calculating inventory value
– Rescheduling
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves marketing and CRM
Marketing and CRM provides an overview of using the Jeeves marketing module to categorize, plan and follow up events relating to customers or prospects. The latest Jeeves versions offer expanded opportunities to work more efficiently with prospects and maintain customer relationships. Below are some of the topics covered.
– Setting up and maintaining companies and contacts.
– Competitor monitoring and SWOT analysis
– Categorizing prospects
– Planning and reporting visits to a prospect
– Cost monitoring for a prospect
– Creating campaigns, emailing campaigns and following them up effectively
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves.
Jeeves material and production control
After the course, participants should understand the flow and use the different basic functions in the Jeeves MPS module. The Jeeves Material and Production Control module is used to plan and monitor a company's manufacturing.
– Reviewing production master data
– Reviewing item setup, structures, operations, production groups and flow groups
– Pre-costing an item
– Material planning
– Manually creating a manufacturing order
– Creating a manufacturing order from a requisition
– Reviewing order-specific manufacturing orders
– Production feedback reporting
– Financial follow-up
– The course requires completion of Jeeves basic operation or equivalent and familiarity with the commands and terminology used in Jeeves ERP. You must also have completed Purchasing/Inventory and/or Orders 1, or acquired equivalent knowledge in another way.
Crystal Reports
The aim is to introduce participants to Crystal Reports and enable them to create reports based on Jeeves data. Finally, they learn to link a completed report so it can be launched from Jeeves ERP. Topics include:
– Settings in the Crystal Report tool
– Connecting to the Jeeves database
– Sorting
– Grouping
– Parameters
– Function fields
– Linking a completed report to Jeeves
Anders Ekesiöö, co-owner, AB Karl Ekesiöö
– Jeeves gives us a modern, flexible standard system that, together with Systemstöd's industry solution for builders merchants, meets all our needs. It is also positive that we can adapt the solution to our requirements and develop it over time, which matters to us because we are growing well.