HarrisData University (HDU) Course Catalog

Get your newly hired accountants up to speed on the HarrisData system quickly.

Course topics:

• Establishing 1099 data
• Verifying vendor information
• 1099 processing cycle
• Create files
• Print 1099 forms
• Close year

Overview of steps required to close the fiscal year from a financial perspective. Includes review of close procedures for General Ledger and financial subsystems such as AR, AP, and Fixed Assets.

A personalized course focused on optimizing the year end close procedures and processing at your organization.

Course topics:

• Report Writer Formats
  • Headings
  • Columns
  • Rows
• Report Writer Selections
  • Selecting data
  • Qualifying criteria

A personalized course focused on the preparation of custom reports for your business.

Course topics:

• Master file changes
• Multiple years of history
• Close by company
• Dates established / deactivated
• Improved inquiries
• Easier journal entries & posting
• Enhanced report writer

Course topics:

• Costing setup
  • Cost categories
  • Cost elements
  • Cost methods
  • Formulas
• Performing cost rolls
• Cost transfers
• Inquiries and reports

A personalized course designed to help you review your costing and optimize the use of HarrisData software in managing your cost information.

Manufacturers can now leverage actual or average costing to drive their manufacturing processes. Distributors already using average or actual cost methods now have greater access to lite manufacturing functionality. Learn about average and actual costing and determine whether it is appropriate for your business.

A personalized course designed to help you form a plan to convert your business from pure standard cost environment to one leveragin actual or average cost methods.

A course geared specifically toward getting your newly hired Payroll staff up to speed on HarrisData Payroll.

A course geared specifically toward getting your newly hired Human Resources staff up to speed on HarrisData HR functions.

Course topics:

• Creating benefits
  • Plan codes
  • Coverages
• Setting up benefits
  • Companies
  • Employees

Course topics:

• FSA processing
• COBRA processing

Course topics:

• Portal architecture overview
• Installing EIP
• Basic configuration
  • Web server configuration
  • Net.Data configuration
  • Base variables

Course topics:

• Portal architecture review
• Advanced configuration
  • Test / Production
  • Multiple web servers
  • Multiple databases
• Branding EIP
  • Base variables
  • Using an established brand

Course topics:

• Application security
  • Program options
  • User view
• HD Favorites introduction

Course topics:

• Application security
  • Program options
  • User view
• HD Favorites
• Securing user profiles
• Securing objects
• Securing output

• Data queue setup
• Processing changes
• Fulfillment flexibility
  • Order types
  • Picking
  • Packing
  • Shipping
  • Invoicing

Course topics:

• Types of upgrades
  • Production
  • Parallel
• Verify environment
  • System information
  • Application mix
  • Current release
• Review instructions
  • Pre-upgrade issues
  • Upgrade installation
  • Post-upgrade file conversions
  • Required file maintenance

Course topics:

• Review Item Master parameters
• Shop Routings
• Bills of Material
• Alternate Manufacturing Configurations
• Work Order Processing

Course topics:

• KANBAN explained
• Using KANBAN
  • Reducing stockouts
  • Reducing inventory
• KANBAN setup
• Rolling out KANBAN

Course topics:

• KANBAN & MRP
• The KANBAN calculator
  • Lot sizing rules
  • Using your own formulas

Course topics:

• Product Development Cycle
  • Engineering
  • Production
• Dynamic manufacturing processes
  • Machine down
  • Tool breakage
  • Labor capacity
  • Outsourced manufacturing

A course geared specifically toward getting your newly hired Customer Services staff ready to take orders as quickly as possible.

Learn how to improve your inventory control by cycle counting and/or performing a physical inventory check.

Course topics:

• Overview
• Tag items for phase out
• Phase out dates
  • System calculated
  • Activation
• Decision support tools

Course topics:

• Advanced planning setup and configuration
• Sales Forecasting
• Production Planning
  • Create plan from forecast
  • Use as MPR input
• Master Scheduling
  • Generating a MPS
  • Consuming Master Schedule

Sign up for a 4 hour HDU Portal Activation Session at a cost of only $600 and we guarantee that your portals will be active after 4 hours. Any additional time spent is at no charge, and you pay nothing until your EIP software is active.*

If a lack of experience is holding you back from activating your HarrisData portal software we can help! Our mission at HarrisData is to provide software that is both easy to use and easy to maintain. Many HarrisData users operate with a single IT person who is often also responsible for other functions. We have come to find however that the installation of our EIP software, while not difficult , requires a different skill set than that required by our legacy software. The EIP installation is centered more around internet skills whereas the legacy installation involves more traditional iSeries skills.

We believe that most users will quickly pick up the skills needed to configure our EIP software, but we are concerned that a lack of familiarity may be holding some back from implementing their portal software. If you have been reluctant to activate your portals because you think it may take too long, or have been unable to commit time to learning the activation process, this course is for you.

Call any HarrisData Support Rep at 800-793-3282 to schedule your HDU Portal Activation Session.

* HarrisData Portal software requires a minimum i5/OS or OS/400 level of V5R2M0. Additional IBM PTF's may also be required depending upon your operating system level (see EIP Installation Instructions for details). Minimum HarrisData Version HD4.2 with 500 Mb of dedicated memory recommended for optimum performance. Missing PTF's or a need to apply an upgrade may result in the four hour session being interrupted and resumed after the necessary software has been installed. Portal Activation Sessions will be performed remotely and will require the HarrisData customer to have a technical contact responsible for EIP setup with adequate iSeries authority available for the session. Portals can be activated without affecting your production database, a dedicated environment is not required. No prior EIP experience or knowledge needed.

A personalized course providing an in depth review of the changes in Order Management as they apply to your organization.