Data V Tech eLearn - To Learn To Succeed
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Welcome to Data V Tech eLearning Portal
This portal has been designed exclusively for Data V Tech's business clients as part of our commitment to training users through our world-class learning management system and to ensure successful Epicor ERP project implementation from Start to Go-Live.
In our rapidly changing world, companies adopt new technologies and software to increase efficiencies and productivity. Knowledge through learning is key so the fastest learner wins.
In fact, the value of human capital can be determined by the formula:
Value of human capital = the sum of an individual's learning + their accumulated work experience*.
Value declines when learning stops!
Are you learning what you need to remain competitive in your career?
Course categories
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Available courses
SQL Server Reporting Services for Epicor ERP
This course introduces Microsoft SQL Server Reporting Services (SSRS) reports and their implementation in Epicor ERP.
Microsoft SQL Server Reporting Services (SSRS) is a server-based reporting platform that provides comprehensive reporting functionality for generating reports from SQL Server databases.
For creating custom reports, the workshops in this course uses Microsoft SQL Server Report Builder, which is a report authoring tool that allows the user to get started quickly in a Microsoft Office-like environment.
Upon successful completion of this course, you will be able to:
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Use the SSRS Report Manager management tool and the Report Builder authoring tool to create custom reports.
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Add custom SSRS reports to the Epicor ERP application menu system and retrieve them for viewing.
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Edit an Epicor ERP shipped SSRS report.
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Create a BAQ report and then use the Report Builder authoring tool to design an SSRS report layout for the report.
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Create routing rules that determine how report output generates, prints, and distributes.
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Add an SSRS printer in the Epicor Client and print SSRS reports.
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Understand the report security resources available when working with custom and shipped SSRS reports in Epicor.
- Teacher: Diep Le
This is a course about Customize.
- Teacher: Mai Nguyen
HFUAjfbamNhbM8dsNSQW3D.jpgEngineering module to accurately define the components, subassemblies, and operations your company uses to manufacture parts. The components and subassemblies define the bill of material for a part; the operations define the routing for a part. Together, the bill of material and the routing are the method of manufacturing. As your manufacturing practices evolve, the application will continuously update the method of manufacturing to reflect these changes. By effectively leveraging these engineering features, your company can precisely follow the manufacturing steps required for your product line.
- Teacher: Huy Do
Order Management Course
This course discusses the Order Management module and how it facilitates the flow of manufactured items from
inventory or jobs to the customer. A shipping transaction is performed whether items are shipped from stock or
from work in process (WIP). Shipping transactions are captured during invoicing in the Accounts Receivable (AR)
module, creating financial transactions that post to the general ledger (GL). Order entry and shipping are directly
affected by the nature of the product and the process, specifically whether the items are built-to-order or shipped
from stock.
This course explores both basic and advanced order entry processes, discusses additional related functionality,
pricing, and discounting processes, and reviews pertinent reports and trackers. Workshops guide you through
related programs in the Order Management module.
Upon successful completion of this course, you will be able to:
• Use the features and functionality available in the Order Management module.
• Set up related maintenance programs and company configuration for the Order Management module.
• Enter different types of sales orders including a quick sales order, a sales order with multiple releases, a
customer part cross-reference sales order, a counter sales order, and a sales order with linked jobs.
• Use the Job Manager and the Order Job Wizard to link jobs to sales order lines.
• Pull quote lines into a sales order.
• Ship and invoice a sales order.
• Use the pricing and discounting features and functionality in the Epicor application.
• Use the applicable reports and trackers.
- Teacher: Han Nguyen
Purchase Management Course
This course focuses on the Purchase Management process. This process includes the creation and approval of purchase orders (POs) and requisitions, managing suppliers and their price lists, working with purchase order suggestions, and monitoring the purchase order process using related reports and trackers.
Upon successful completion of this course, you will be able to:
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Complete Purchase Management configuration and maintenance program setup, including adding suppliers and their price lists.
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Review ratings assigned to a supplier.
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Assign attributes to a supplier.
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Create purchase orders for job material, inventory, subcontract operation, and other material.
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Approve, duplicate, and receive purchase orders.
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Complete the purchase requisitions creation and approval process.
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Manage purchase order suggestions.
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Analyze purchasing data through reports and trackers.
- Teacher: Quyen Tran
Accounts Payable Overview
The application can generate payments for all invoices due, those for a particular supplier, or only for specific invoices. If a supplier calls you to discuss an invoice, you have complete information at your fingertips and that history can be kept indefinitely.
You use the Accounts Payable functionality to update both purchase orders in Purchase Management, as well as actual job costs. Adjustments are created if the purchase price does not match the invoiced price. With Accounts Payable, you know how much you owe and when it is due.
- Teacher: Kieu Ngo
This is a course about Maintenance Management
- Teacher: Mai Nguyen
- Teacher: Thuong Huynh
Business Activity Queries Course
This course introduces the Business Activity Query (BAQ) Designer data extraction tool. It discusses data location concepts and provides an overview of query building techniques using the Query Builder, the Criteria Wizard, and the Calculated Field Wizard.
This course provides techniques for creating static business activity queries (BAQs) as well as updatable BAQs. Both queries can be used as the foundation for reports and dashboards, or to review specific details of your day-to-day business.
The course begins with a discussion on which tools you can use in Epicor ERP Version 10 to locate the table and field, and understand table relations. It continues with an introduction to BAQ Designer, then covers techniques you can use to create simple queries, also called FLAT queries. These BAQs are comprised of one TopLevel SubQuery. The next part of the course explains how to create more complex BAQs, comprised of several SubQueries of different types, to obtain the desired information from the application database.
The course continues with discussion of the updatable BAQ functionality - a powerful mechanism to share and update data details when used as the foundation of a dashboard. The updatable BAQ creates a powerful tool for team collaboration displayed on the standard Epicor application, or modified for display on a mobile device such as an iPhone®.
The course concludes by exploring BAQ Utilities - additional capabilities such as BAQ export, or changing an author.
Upon successful completion of this course, you will be able to:
Use the field level technical help or the data dictionary viewer to locate the table and field criteria for use in a BAQ.
Create a simple BAQ using the Query Builder and its query-building views.
Construct an advanced BAQ comprised of several SubQueries.
Use the Criteria Wizard to filter the data returned by the BAQ.
Add calculated and aggregated values to a query using the Calculated Field Wizard.
Design an updatable BAQ to increase team collaboration.
Import or export queries between companies, or to a .xml or ASCII file type.
- Teacher: Diep Le
Upon successful completion of this course, you will be able to:
- List the setup steps necessary to use the Field Service module.
- Create service contracts.
- Add a service contract to a sales order line.
- Enter and manage service calls.
- Invoice a service contract directly in AR Invoice Entry.
- Manually or automatically renew a contract about to expire.
- Generate quotes for contract renewals.
- Add and remove items on a contract once it has been invoiced.
- Teacher: Vy Nguyen
System Flow Course
This course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Your organization may have more complex processing routines than those described in this course.
Upon successful completion of this course, you will be able to:
- Describe a simple quote to cash scenario.
- Create a quote, sales order, and job.
- Use the Job Tracker to view jobs.
- Create a purchase order.
- Receive purchased material.
- Issue job material.
- Report production.
- Ship products to customers.
- Invoice customers and receive payments.
- Enter and pay a supplier invoice.
- Teacher: Admin User
sale-management.jpgSales Management course will helps you understand clearly about the Sales Process of Plantic.
- Teacher: minh anh
Custom-inventory-management-app-with-kizeo-forms-01.jpgThis course will teach you how to standardise Part Code, Part Creation, Part UOM and Part Attributes, also Warehouse and Bins to make sure your data easily to manage and access.
- Teacher: Huy Do
- Teacher: Vy Nguyen
- Teacher: Vy Nguyen
- Teacher: Vy Nguyen
- Teacher: Kieu Ngo
- To establish accountability and ensure accurate stock movement information, stock transfers must be documented, signed and acknowledged
- To clarify and enhance the compliance of barcode scanning procedures for stock transfer
- Teacher: Mai Nguyen