Engage Training Workshops

Training

Using Microsoft Reporting Services to Develop Reports

This class will cover the basics of creating reports using Report Builder and BIDs. Learn how to view your reports in Report Manager and Exact Synergy Enterprise.
  • Product: All
  • Level: Basic
  • Class Time: 8:30am-noon
  • Cities: All

Introduction to Excel Add-in

The Excel Add-In functionality standard in Macola ES helps users generate financial and non-financial reports quickly using existing table data.  In this class, you'll learn how to create lists of data in Microsoft Excel based on parameters you define, design customized financial statements, build cost center/unit analysis reports, and discover how to consolidate multi-company data into one report.
  • Product: Macola ES
  • Level: Basic
  • Class Time: 8:30am-noon
  • Cities: All

Financial Reporting Options in Macola ES

Learn how easy it is to analyze data and create financial reports in Macola ES, including Microsoft Excel Add-ins, Cards and Analytical Accounting, all included as standard functionality.
  • Product: Macola ES
  • Level: Intermediate
  • Class Time: 8:30am-noon
  • Cities: All

Avoid Costly Errors with Proper Inventory Management

Whether you're a manufacturer or distributor, you need to have control of the acquisition and disposition of inventory.Inventory is stored and managed on a multi-warehouse, multi-location (bin) basis on a real time quantity on hand basis. In this course, you will learn about Exact Globe’s Inventory Management module--a real-time based inventory system that prevents inventory mishaps due to data inconsistency.
  • Product: Globe
  • Level: Beginner
  • Class Time: 8:30am-noon
  • Cities: Chicago

User Designed Fields and ETL

A balance between the need to capture additional data elements vs. adding custom software must be created and maintained. MAX has incorporated new capability that provides users with the flexibility of being able to add new fields without the overhead of having to maintain them. In this session you will learn about user designed fields that will show you how to get more from MAX without impacting support or the ability to upgrade to future releases.
  • Product: MAX
  • Class Time: 8:30am-noon
  • Cities: New Jersey

Creating Reports Using Your Choice Of Tools

Do you prefer to manage reports using Crystal Reports and Microsoft Office programs? In this session, you will learn how to maximize report creation using the software of your choice. This course will introduce you to advanced level reporting, and how to use the tools such as Microsoft Excel, Microsoft Access, and even Crystal Reports to start creating your own reports today.
  • Product: JobBOSS
  • Level: All Levels
  • Class Time: 8:30am-noon
  • Cities: All

Best Practices and Effective Use of MAX Inventory Tools

Cutting through all the fancy buzz words and technology, one fact remains--effective inventory management is directly tied to profitability. In this course, you will learn about Cycle Counting vs. full-physical inventory, and find out how to handle excess and obsolete inventory and inventory adjustments. We will also discuss inventory best practices supported by APICS.
  • Product: MAX
  • Class Time: 8:30am-noon
  • Cities: New Jersey