EFM Start
Requirements:
none
Participants:
All future EFM- / EAM users from the area of financial accounting, asset accounting and DP. The workshop will give all key users and managers a broad impression of the PORTOLAN accounting system.
Objectives:
Within two days, a first impression of master data, functionalitites and data flows of EFM accounting will be given. The experience gained during the EFM Start workshop forms the basis for a successful participation in advanced courses.
Topics:
General System Information
- Modular structure of PORTOLAN
- System navigation / menu technique
- Function keys
- Question mark technique
- Handling of the graphical user interface
- Menu- / screen generator
- Documentation
- System functions
- Online Help
- Master data maintenance
- Cost drivers
- General Ledger accounts
- Cost centers
- Cost units
- Turnover units
- Action menu
- Table administration
- Report generator
- Creation of a company master
- Opening and closing of periods
- Creation and modification of personal accounts
- Maintenance of the GL accounts master
- Maintenance of the (company) bank master
- Maintenance of text modules
- Creation of voucher groups
- Voucher posting
- Voucher search
- Display and printout
Reminders; Payments
Evaluations- Balance and examples of P & L statements
- Data flow to Cost Center Accounting, Cost Unit Accounting and Fixed Asset Accounting
Asset Management / Fixed Asset Accounting
Basic System- Examples of GL accounts / Asset accounts
- Processing methods
Fixed Asset Master
Posting Operations- Inward and outward movements
Valuation Areas
Report Analyses
Display Asset Movement Schedule
Reporting
Duration:
2 days
Price:
on request
