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WORKSHOP CALENDAR % Early Bird discount on any registration until the 31 st of January Windisch, Switzerland CONTENTS 1. WORKSHOP OVERVIEW INDIVIDUAL CLASSROOM COURSES FIELD SERVICE
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WORKSHOP CALENDAR % Early Bird discount on any registration until the 31 st of January Windisch, Switzerland CONTENTS 1. WORKSHOP OVERVIEW INDIVIDUAL CLASSROOM COURSES FIELD SERVICE MANAGEMENT INDIVUDUAL CLASSROOM COURSES ADDON-SOLUTIONS COURSE LEVEL COURSE DESCRIPTIONS CORESUITE COUNTRY PACKAGE (CCP) CORESUITE DESIGNER + ADVANCED REPORTING (ADR) CORESUITE CUBE (CUB) FIELD SERVICE CERTIFICATION TRAINING (FCT) CORESUITE COUNTRY PACKAGE FOR BEGINNERS (CFB) CORESUITE TIME (CST) CORESUITE CUSTOMIZE (CSC) API, MOBILE EXTENSIONS UND WEBCONTAINER (AMW) CLOUD REPORTING & DASHBOARDS (CRD) ADVANCED MOBILE CUSTOMIZATION (AMC) FIELD SERVICE RE-CERTIFICATION TRAINING (RCT) GENERAL TERMS AND CONDITIONS Windisch, Switzerland 2 1. WORKSHOP OVERVIEW Field Service Management AddOn-Solutions 03/22/2017 Cloud Reporting & Dashboards, EN 1 day remote Details: Page 14 03/24/2017 Advanced mobile customization, EN 1 day remote Details: Page 15 02/23-02/24/17 Country Package for Beginners, EN 2 half days remote Details: Page /22/2017 Field Service Re- Certification Training, EN 1 day remote Details: Page 16 06/08/2017 Cloud Reporting & Dashboards, DE 1 day remote Details: Page /30 08/31/17 Field Service Certification Training, EN 2 days remote Details: Page 9 09/27/2017 Cloud Reporting & Dashboards, EN 1 day remote Details: Page 14 10/10/2017 Field Service Re- Certification Training, DE 1 day remote Details: Page 16 06/12/2017 Advanced mobile customization, DE 1 day remote Details: Page 15 09/28 09/29/17 Advanced mobile customization, EN 2 half days remote Details: Page 15 07/10 07/11/17 Coresuite Designer & adv. Reporting, DE 2 days in Frankfurt Details: Page 7 08/17 08/18/17 Country Package for Beginners, EN 2 half days remote Details: Page 10 12/07 12/08/17 Country Package for Beginners, EN 2 half days remote Details: Page Windisch, Switzerland 3 1.1 INDIVIDUAL CLASSROOM COURSES FIELD SERVICE MANAGEMENT TITLE CODE LANGUAGE DURATION PAGE Field Service Certification Training FCT (DE) / (EN) / (ES) / (PT) 2 days 911 Field Service Re-Certification Training RCT (DE) / (EN) / (ES) / (PT) 1 day 16 Cloud Reporting & Dashboards CRD (DE) / (EN) 1 day 14 Advanced mobile customization AMC (DE) / (EN) 1 day 15 API & mobile extensions & webcontainers AMW (DE) / (EN) 1 day INDIVUDUAL CLASSROOM COURSES ADDON-SOLUTIONS TITLE CODE LANGUAGE DURATION PAGE Coresuite Time CST (DE) / (EN) / (ES) 1 day 11 Coresuite Customize CSC (DE) / (EN) / (ES) 1 day 12 Coresuite Country Package CCP (DE) / (EN) / (ES) / (PT) 3 days 6 Coresuite Cube CUB (DE) / (EN) / (ES) / (PT) 1 days 8 Advanced Reporting + Desinger ADR (DE) / (EN) 1 day 7 All Classroom and remote courses can be arranged individual upon requests. For individual product demos for Field Service Managments and our AddOns please contact our sales team 5210 Windisch, Switzerland 4 1.3 COURSE LEVEL 5210 Windisch, Switzerland 5 2. COURSE DESCRIPTIONS 2.1 CORESUITE COUNTRY PACKAGE (CCP) Classroom / Individual In this course, the participants get an introduction to the modules Coresuite Customize, Coresuite Accounting, Coresuite Designer and Coresuite Enterprise Search. This course follows a practical approach and shows the participants how to install and use the Coresuite Country Package. During the introduction to the Coresuite Customize module, the participants learn how to optimize SAP Business One. Special attention is paid to validating fields, creating mandatory fields and using pre-defined Customize rules. In the part about the Coresuite Designer module, the participants learn how to efficiently adjust marketing documents on customer projects. With practical examples the participants learn more about the basic principles of the single layout system. They also learn how to create layout packages and get an introduction to the most important LD functions. After this course, the participants can: Introduce Coresuite Country Package into SAP Business One. Significantly shorten the implementation time for SAP Business One. Configure the most common customizing settings in SAP Business One. Create their own reports using Coresuite Designer. SAP Business One consultants SAP Business One sales representatives Good knowledge of SAP Business One Basic knowledge of SQL Notebook with SAP Business One and installed Coresuite Country Package with a demo database. Course content 1. Demonstration of the modules Coresuite Enterprise Search / Accounting Coresuite Customize sample rules Coresuite Designer and the reporting integrations concepts 2. Use cases Creating a new layout (grouping, summarizing, aggregating) Customize Easy Functions UDT Handler Grid Configurator Master Data Management Budgets 3. Participants' use cases Discussing practical examples from the participants 3 days Course fee Individual: CHF / EUR per course and Partner 5210 Windisch, Switzerland 6 2.2 CORESUITE DESIGNER + ADVANCED REPORTING (ADR) Remote / Individual In this course, the participants learn how to implement complex print solutions in SAP Business One. The participants create and create print and lists (select grids) from system forms or own forms. They learn how to create and trigger time-controlled lists (batch print). The course also focuses on the configuration of multiple-tray print systems and on the grouping of print jobs or, in the case of s, the grouping of attachments. The participants also learn how to create reports without data source directly from SAP Business One forms (read out from form). Finally, the participants learn how to use Coresuite Designer events and Coresuite Customize to assemble all elements to processes (workflows). After this course, the participants can: Find it easier to spot print problems in customer projects. Proceed efficiently and logically when setting up complex print controls. Create form layouts without SQL queries. Realize batch print and batch solutions themselves. SAP Business One Consultants, IT responsibles from end customers Basic knowledge of SAP Business One and Coresuite Designer Notebook with SAP Business One and installed Coresuite Country Package with a demo database. Course content Creating new parameters/form types in Coresuite Designer Creating a select grid including SQL query and layout definition Using batch printing (creating the necessary SQL queries) Creating a simple Customize rule that is triggered when a layout is printed or sent by Workshop with use cases Step-by-step training with exercises (building blocks) Number of participants 2 days At least 4 participants for classroom workshops Course fee Individual: CHF / EUR per course and partner Classroom: CHF / EUR per course and participant 5210 Windisch, Switzerland 7 2.3 CORESUITE CUBE (CUB) Classroom / Individual In the first part of the workshop, the participants learn about the various reporting options available in Coresuite Cube. The participants learn how to create individual reports with Microsoft Excel. In a theory block, the participants get an introduction to the basic principles and the most important terms related to the OLAP technology and to the Microsoft Business Intelligence platform. The participants also get familiar with the architecture and the technical realization of the Coresuite Cube. In the second part of the course, the participants learn how to install the Coresuite Cube on their SAP Business One system or on the customer system. The correct configuration of MS SQL Server, MS Analysis Services and MS Reporting Services is fundamental for the installation of Coresuite Cube to work correctly. The course also focuses on the security settings and on the automatic distribution of reports via on the Report Server. The last part of the course addresses the Finance Cube. With the Finance Cube it is possible to consolidate and evaluate finance data from several SAP Business One databases. After this course, the participants can: Install Coresuite Cube on their own SAP system or on the customers' SAP system. Name the main features and advantages of the OLAP technology and present them to their customers. Apply the acquired knowledge about Coresuite Cube KPIs, dimensions and reporting tools (Excel, Reporting Services) to their projects. Perform a fiscal consolidation using Coresuite Cube. SAP Business One sales representatives SAP Business One consultants Notebook with the following software: SQL Server 2008 SP2 or higher Analysis Services 2008 SP2 or higher Reporting Services 2008 SP2 or higher SAP Business One Only available for SQL installations Course content Configuring the system on which Coresuite Cube will be installed Licensing, activating and installing Coresuite Cube FAQ of typical installations Security settings for Analysis Services and Reporting Server Installing and using a multi-database cube (consolidation) 1 day Course fee Individual: CHF / EUR per course and partner 5210 Windisch, Switzerland 8 2.4 FIELD SERVICE CERTIFICATION TRAINING (FCT) Remote / Individual After participating in this course you are one of our certified mobility partners. This course consists of two parts and is aligned to consultants and sales employees. In this workshop, the participants learn how the Field Service Software is set up. Typical support cases will be looked into so that the partner can offer to his customers the first level support after this course. In the second part of the workshop, sales employees or consultants learn how to organize business processes more efficiently so that the business can be optimized cost-effective and fast with mobile applications. After this course, the participants can: Install, configure and set up the Cloud connector and the Coresystems Field Service Software configure Coresuite Time and know, how to use it, related to the Coresystems Field Service Software Set up service and sales processes and scenarios on the Coresystems Field Service Software Operate with Workforce Management Create checklists templates and recall them from the mobile device as well as retrieve checklist data from the database Provide First Level Support Create reports Coresystems will publish Certified Mobility Partner on the website and forward leads in regards of mobility. The sales margins for certified mobility partners are significantly higher. at least one SAP Business One consultant at least one SAP Business One sales employee SAP Business One knowledge Coresuite Cloud Package SAP Business One installation Installed Coresuite Time, Coresuite Country Package (newest versions) iphone / ipad / Android device (current versions) Course content Installation and configuration Coresuite Cloud connector Permission groups in the Coresuite Cloud Installation and configuration of Coresuite Time related to the Coresystems Field Service Software Usage of the Coresystems Field Service Software Configuration Workforce Management Optimization of business processes with Workforce Management Usage Knowledge Management Designer - Use cases incl. checkout process - Billing wizard Usage Checklists Solving of typical support cases End to end error handling 2 days for SAP Business One 3 days for SAP ECC Course fee Individual: SAP Business One: CHF / EUR per course SAP ECC: CHF / EUR per course 5210 Windisch, Switzerland 9 2.5 CORESUITE COUNTRY PACKAGE FOR BEGINNERS (CFB) Remote / Classroom In this course, the new employees of partners get introduced to the most important functions of the Coresuite Country Package. To maximize the learning effect of the participants, this course takes part on two half days. This means that the participants have time to enlarge upon the contents learned in the morning. The presentation of the basic functions of the Coresuite Country Package is based on realistic use cases. The participants also get to know the easy functions : the Country Package functions for which they do not need any programing skills or prior knowledge of the system. Special attention is paid to the modules Coresuite Designer and Coresuite Customize. The participants learn the basic principles of the single layout system and learn how to create layout packages. These skills are then applied using practical examples. After this course, the participants know: the function scope and the principles of the Coresuite Country Package. how to create and manage customize rules. how to adjust commonly used customizing settings in SAP Business One. how to create simple reports with Coresuite Designer. SAP Business One beginners None Notebook with SAP Business One installation and installed Coresuite Country Package. Course content Overview Coresuite Framework Overview und best practice Coresuite Customize Overview und best practice Coresuite Designer Use Case Production Use Case Sales Use Case Reporting Number of participants 2 half days (4 hours each) At least 4 participants for classroom workshops Course fee Individuell: CHF 950 / EUR 800 per course and participant Classroom: CHF 240 / EUR 200 per course and participant 5210 Windisch, Switzerland 10 2.6 CORESUITE TIME (CST) Individual In this course, the participants get to know all the Coresuite Time modules in detail. The participants learn about industry-specific settings and configurations so they learn how time recording systems in service and production companies work. They learn the difference between recording efforts and recording work time. With various practical examples, the participants learn how to invoice expenses and material related to the efforts created. Using the Billing Wizard, the participants learn how they can automatically invoice the recorded efforts. Furthermore, they learn about the creation and use of recurring invoices. Recurring invoices are, for example, invoices for licenses or maintenance contracts. In the last part of the course, the participants learn how to make time recording mobile, e.g. recording time on a mobile device (e.g. on construction sites). After this course, the participants can: implement and configure Coresuite Time on their customers' system. differentiate industry-specific time recording systems. considerably shorten the invoicing process for their customers. control work time, overtime and holidays (via mobile device or in SAP Business One. name the advantages of a time recording system. install and use Coresuite Time. SAP Business One consultants SAP Business One sales representatives Basic knowledge of SAP Business One Notebook with installed SAP Business One, Coresuite Country Package and Coresuite Time. Course content Theory about time recording systems in different industries Installation and configuration of Coresuite Time Configuration of the Coresuite Cloud in connection with mobile time recording Using the application for recording time and efforts Reporting in time recording 1 day Course fee Individual: CHF / EUR per course and partner 5210 Windisch, Switzerland 11 2.7 CORESUITE CUSTOMIZE (CSC) Individual In this course, the participants learn how they can customize the user interface and the behavior of SAP Business One using Coresuite Customize. In the first part of the course, the participants get to know the functions of Coresuite Customize, which are presented on practical examples. In the second part of the course, the participants learn useful tips and tricks and best practices. In the third part of the course, the participants create and adjust customer-specific or general complex examples using the know how they collected in the first two parts of the course. In this course, the participants build a solid foundation for the creation of customize rules and new forms of user tables. The course covers the following points: The participants know the Coresuite Customize functions and know when to use what function. Using new or adjusted Customize rules, the participants can customize the interface and the behavior of SAP Business One according to customer requirements. The course also provides solutions to specific customer problems. SAP Business One consultants with a technical interest SAP Business One users with a technical interest None Notebook with an installation of SAP Business One Course content Adjusting the SAP Business One user interface with right-click Adjusting Customize rules for Optimizer, Item Placement, Function Button, New Items, New Menu, Extended Code Use cases for the UDT handler Importing and exporting Customize rules Best Practices naming and describing rules, avoiding and handling errors, multi-language support Automatic filling of values in a matrix Creating documents automatically Printing and ing with Coresuite Customize and Designer Creating own forms to display data Customize as a Service 1 day Course fee Individual: CHF / EUR per course and partner 5210 Windisch, Switzerland 12 2.8 API, MOBILE EXTENSIONS UND WEBCONTAINER (AMW) Classroom / Individual In this course the participants will get to know the programming interface to the Field Service Cloud. After a theoretical introduction about the functions of the API which are reading, writing and updating cloud data the knowledge will be deepened through practical preparation. The use cases include the export of cloud data into excel and the creation of dashboards with cloud data. This data can be visualized in a web-frontend and can be integrated in a web-container as a menu point in the Coresystems Field Service Software. After the workshop the participants are able to create complex queries and to develop their own connectors to backend systems for the integration with the Coresuite Cloud. This course imparts a comprehensive base relating to the access and the editing of data in the cloud: The participants are able to create their own syntax from API queries The participants learn different technologies which can be used for API queries The participants can download data from the cloud The participants can upload edited data to the cloud The participants know where to get additional information and documentation The participants can create real time queries with data from the Field Service Cloud The participants learn how to enhance the mobile app with a webfrontend Certified Field Service Management partners Developers Knowledge in development Experience with Coresystems Field Service Software Notebook with development environment for programming in a familiar language and Field Service Demo Environment Course content Syntax of API queries Technologies which are used for API queries Downloading data from the cloud Uploading data to the cloud Where to get information and documentation Enhancement of the Coresystems Field Service Software app with the web-frontend Real time queries of data from the Field Service Cloud Creation of different use cases 1 day Course fee Individual: CHF / EUR per course and partner 5210 Windisch, Switzerland 13 2.9 CLOUD REPORTING & DASHBOARDS (CRD) Classroom / Individual In this workshop you will learn how to deal with two field service cloud reporting tools: Jaspersoft Studio and Highcharts. The former is used to create PDF and Excel reports, the latter is suitable for graphical reports. As an important part of the course, the cloud-based query language CSQL and the Field Service Data-Model are taught. They form the basis for the individual creation of data sources. In several examples, trained reports are supplemented with parameters and how user fields can be included. After this course the participants can: Build your own reports in the JasperSoft Studio and add them to the Cloud account Customize and update existing reports from the cloud Include parameters and user fields in reports Create simple database queries in CSQL Grouping, sorting, and filtering reports Consultants and/or Developers Coresystems Field Service Management Certification Notebook with installed JasperSoft Studio and Field Service Demo Environment Course content Create individual reports for smartphones and web apps on the Coresystems Field Service platform Download data from the cloud in the form of Excel Creation of
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