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NOTE: All classes will be held at 1:30 pm EST. However, after this time slot is full, you may be asked to attend a second class session at 3:30 pm EST instead.
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Accounts Payable - Daily Process Wednesday, May 9th 1:30 - 2:30 PM What are the processes & procedures for processing Accounts Payable transactions daily? We’ll cover trade and expense invoice entry in detail, including credit card payments. We’ll also review the computer check run process from start to finish, as well as entry and updating of manual checks. Click here for a class description.
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Purchase Order Processing – The Basics
Wednesday, July 11th 1:30 - 2:30 PM This class will list the important factors in purchase order entry and managing your PO's using the various TrulinX inquiries and reports. We will also review all of the processes available for modifying, closing, cancelling, and acknowledging your purchase orders. Click here for a class description.
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Price Updates
Wednesday, August 8th 1:30 - 2:30 PM Learn the price update process from beginning to end, including how to format your file properly, common pitfalls to avoid, and troubleshooting tips. Click here for a class description.
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New Release Training
Need an update on all the new and upcoming TrulinX features? This two-part class will help you make sure your staff understands how the changes will affect their daily responsibilities, along with features that can make your job easier. Click here for a class description.
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Work Order Management – The Basics
Are you curious about the new Work Order Management module in TrulinX? Would you like to familiarize yourself with the new module before upgrading? Or, maybe you are currently using Work Order Management, but you need more focused training on basic BOM entry using the newer features. This class is an introduction and basic overview of work order management workflow and concepts. Click here for a class description.
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Work Order Management – Internal Fabrications
Does your company have a fab shop on site? Do you have multiple departments and personnel involved in the fabrication of your products? Are you typically building fabrications in large quantities at any given time? Do you want to track customer demand for your fabrications and be notified when you need to build more for stock? Do you often fabricate items both for customer orders and for stock? In this class, you'll learn the options for processing internal fabrications in TrulinX. Click here for a class description.
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Work Order Management – External Fabrications
Do you have large jobs that are often sent to outside vendors for special services such as nickel plating or repair? Do you typically outsource your fabrication jobs to outside vendors because you do not have the equipment or certification to do them? Do you need an effective way to track and manage multiple aspects of a large, time-involved job while it’s in progress? This class will review the options for processing external fabrications in TrulinX. Click here for a class description.
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General Ledger Basics
In this class we will cover G/L Mapping, Reason Code setup and usage, interpreting the transaction sources and types in the transaction history, fixing common export problems, and adding a new account in Microsoft Dynamics the right way. Click here for a class description.
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General Ledger Accounting and Reconciliation Where can you see detailed transactions that make up the ending balance in your accounts? What reports in TrulinX can help you verify that you are in balance? When you are out of balance, what tools can you use to track the discrepancy? In this class, we will tell you the most common issues in balancing and give you the tools you need to find the problem. Click here for a class description.
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