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					SFS Agency Training - BI 210 Instructor Runsheet




                             Lesson Title               Duration     Strt Time     End Time                            Topic Title                             Format                      Notes for the Instructor
                                                         (min)
Course Introduction                                10              9:00 AM       9:10 AM      Welcome                                            PPT
                                                                                              Ground Rules
                                                                                              Learning Objectives
                                                                                              Training Methodology
                                                                                              Agenda
SFS Navigation Refresher                           15              9:25 AM       9:40 AM      Try Along With!                                    UPK
                                                                                               - Signing in and out of SFS
                                                                                               - Recognizing navigation elements
                                                                                               - Advanced search
BI 210 Overview                                    15              9:10 AM       9:25 AM      BI 210 Overview Topic                              UPK
                                                                                              BI 210 What's Changing Topic
Entering Bills Online                              60              9:40 AM       10:40 AM     Entering a bill                                    UPK Try Along With       Speak to the Attachment functionality

                                                                                                                                                                          Billing > Maintain Bills > Supporting Documentation

                                                                                                                                                 Live - TRNCAS
Classroom Break                                    10              10:40 AM      10:50 AM     Classroom Break #1                                 N/A
Classroom Resume                                                   10:50 AM                   Classroom Resume                                   N/A
Entering Bills Online (cont.)                      65              10:50 AM      11:55 AM     Copying a Bill                                     UPK Try Along With
                                                                                                                                                 Live - TRNCAS
                                                                                              Modifying AR chart of accounts distribution        UPK Try Along With
                                                                                              Entering customer notes and communication          Discussion               Explain that this information was covered in the
                                                                                                                                                                          entering a bill topic. Emphasize that you can enter
                                                                                                                                                                          comments at both the line and header level.

                                                                                              Viewing bill summary information                   UPK Try Along With
                                                                                                                                                 Live - TRNCAS
                                                                                              Uploading bill attachments                         UPK Try Along With
Using Express Billing                              15              11:55 AM      12:10 PM     Creating and entering an express bill              UPK Try Along With
Classroom Break                                    75              12:10 PM      1:25 PM      Classroom Break #2 - LUNCH                         N/A                      Instructor Action: Run the Bill Status Change job
                                                                                                                                                                          to move all student invoices to RDY status. In the
                                                                                                                                                                          Range selection choose All.
Classroom Resume                                                   1:25 PM                    Classroom Resume                                   N/A
Adjusting Bills                                    65              1:25 PM       2:30 PM      Updating non-invoiced bills                        Discussion               Explain that we will not complete this transaction in
                                                                                                                                                                          class as the navigation is the same as entering a bill.
                                                                                                                                                                          Emphasize that bills and bill lines can be modified
                                                                                                                                                                          while in a NEW or RDY status (before they are
                                                                                                                                                                          invoiced).
                                                                                              Updating non-invoiced bill lines                   Discussion               Explain that we will not complete this transaction in
                                                                                                                                                                          class as the navigation is the same as entering a bill.
                                                                                                                                                                          Emphasize that bills and bill lines can be modified
                                                                                                                                                                          while in a NEW or RDY status (before they are
                                                                                                                                                                          invoiced).
                                                                                              Crediting an entire bill                               UPK Try Along With
                                                                                              Crediting an entire bill and rebill                    UPK Try Along With
                                                                                              Crediting a bill line and applying to an existing bill Discussion           Explain that in addition to crediting an entire bill, and
                                                                                                                                                                          rebilling an entire bill, you can credit an individual bill
                                                                                                                                                                          line. With that bill line credit, you can apply it to an
                                                                                                                                                                          existing bill.
                                                                                              Creating a net bill line adjustment                Discussion               Explain that in addition to crediting an entire bill, and
                                                                                                                                                                          rebilling an entire bill, you can adjust a bill line. To do
                                                                                                                                                                          so, create an adjustment and apply it to a non-
                                                                                                                                                                          invoiced customer bill.
                                                                                              Creating a bill line reversal and rebill           Discussion               Explain that in addition to crediting an entire bill, and
                                                                                                                                                                          rebilling an entire bill, you can reverse a bill line and
                                                                                                                                                                          then adjust a bill line.




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SFS Agency Training - BI 210 Instructor Runsheet




                             Lesson Title               Duration       Strt Time     End Time                            Topic Title                            Format                   Notes for the Instructor
                                                         (min)
                                                                                                 Defining a copy group header and detail           UPK Try Along With
                                                                                                 Running the copy bill goup process and            UPK Try Along With
                                                                                                 amending a new bill
Classroom Break                                    10              2:30 PM         2:40 PM       Classroom Break #3                                N/A
Classroom Resume                                                   2:40 PM                       Classroom Resume                                  N/A
Generating Invoices                                70              2:40 PM         3:50 PM       Running the single action invoice process         UPK Try Along With
                                                                                                                                                   Live - TRNCAS
                                                                                                 Printing pro forma invoices                       Discussion            Explain that the topic is very similar to the next topic,
                                                                                                                                                                         finalizing and distributing an invoice. The only
                                                                                                                                                                         different is a slight navigation (Click the "Pro Forma"
                                                                                                                                                                         and the words PRO FORMA on the top of the PDF.)

                                                                                                 Performing min-max billing                        Discussion
                                                                                                                                                                         Explain concept of min-max billing thresholds,
                                                                                                                                                                         explain few agencies are using this. The topic shows
                                                                                                                                                                         the threshold setups, running the SAI, overriding
                                                                                                                                                                         exceptions and rerunning the appropriate processes.
                                                                                                 Correcting an invoice combination edit error      Discussion            Explain this is used only in cases were a combo edit
                                                                                                                                                                         error is found.
Working with the Billing Interface                 30              3:50 PM         4:20 PM       Viewing the billing interface pending activity    UPK Try Along With
                                                                                                 Running the billing interface process             Discussion            Explain that the topic is primarily creating a run
                                                                                                                                                                         control ID and running a process from the run control
                                                                                                                                                                         ID. The actual steps do not differ from other run
                                                                                                                                                                         controls, though the navigation is a little different.
                                                                                                                                                                         Once the process is run, you can see the number of
                                                                                                                                                                         bills successfully created.
                                                                                                 Viewing billing interface completions             Discussion            Explain that viewing interface completions has
                                                                                                                                                                         similar navigation to reviewing pending activity. The
                                                                                                                                                                         pages are similar, except the fields are uneditable,
                                                                                                                                                                         and the status is done.
                                                                                                 Viewing and correcting billing interface errors   Discussion
Inquiring on Bills                                 30              4:20 PM         4:50 PM       Researching bills                                 UPK Try Along With
                                                                                                                                                   Live - TRNCAS
                                                                                                 Researching bill lines                            Discussion            Explain that the topic is very similar to researching
                                                                                                                                                                         bills. There is a different option in the menu pagelet
                                                                                                                                                                         to locate bill lines.
SFS BI Learning Path and Resources                 10              4:50 PM         5:00 PM       SFS BI Training Structure                         PPT
                                                                                                 Location of Training Materials
                                                                                                 Location of Class Preparation Aids
                                                                                                 Summary
                                                                                                 Conclusion




                                                                   8               Total Hours of Instruction + time for breaks and lunch
                                                                   9               Total Classroom Hours (9am - 5pm) + 30 mins prior/after for setup/breakdown




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