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Actions to do around New Year

The end of the year is approaching... It's time to prepare your CERM installation to continue work smoothly in the coming year! This course walks you through the important steps to take.

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Course curriculum

    1. Introduction

    1. 1. Open a new financial year

    2. Recap financial year

    3. More about managing financial years and periods

    4. 2. Add calendars and set capacity

    5. Recap calendars

    6. More about calendars for scheduling and logistics

    7. 3. Determine hourly rates for job costing

    8. Recap hourly rates

    1. Check rates and costs

    2. 4. Determine rates and other costs for estimating

    3. 5. Supplier prices

    4. 6. Sales price determination

    1. 7. Modify other automatic numbering

    1. 8. Archiving to improve speed

    2. Transfer sales orders to/from history

    3. Archive press counters

    4. Archive exchange rate changes

    5. 9. Archiving to allow reuse of old identification numbers

    6. 10. Archive or delete old data to free up space

    7. Archiving old data files

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About this course


  • 22 lessons
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