Procurement

Lesson Plan - September 18, 2021

At the end of the Procurement lesson, the client and targeted users will be able to perform all the necessary configurations and actions to use the catalogue in maestro*, enter orders, use the accrued costs management, and receipts of goods.

 

Unit PRO01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the user will be able to differentiate order types in maestro* and will have made the configurations specific to the procurement cycle.

PREREQUISITE

  • Security
  • General Ledger
  • Project Management
  • Accounts Payable

OPTIONAL PREREQUISITES

  • Contact Management
  • Document Management
  • Accrued Costs (Inventory and Project)
  • Analysis;
  • Configurations (Purchasing);
    • General
    • Inventory
    • Stock Orders from Catalogue
    • Return of Merchandise
    • Receipt of Goods
  • Discussion on the three types of orders (regular, project, and catalogue);
  • Discussion on accrued costs - project.
  • Discussion on the current process (strengths and weaknesses);
  • Discussion on the types of transactions to enter (particular cases);
  • Explanation and basic configurations, which will guide the implementation;
  • Discussion on the use of the catalogue;
  • Decision-making.

 

 

HOMEWORK

  • Reflect on the discussions

1.5h

Pilot

Unit PRO02 - Catalogue Management

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to complete all the necessary configurations to use the maestro* catalogue.

  • Define Item Types
  • Define Categories
  • Define Item Classifications
  • Define Characteristics
  • Define Units of Measure
  • Define Bill of Materials
  • Define Manufacturers
  • Define Kind of Items
  • Catalogue Management
  • Supplier Discounts Table
  • Review of previous notions and validation of homework;
  • Explanation and completion of the different catalogue management windows, according to the client's needs and software requirements, to automate data entry;
  • Import of the different catalogue databases as Excel files if needed;
  • Decision making.

 

HOMEWORK

  • Finalize configurations and data entry, if needed.

3h +

6 x 1.5h

(to plan during the implementation, if needed)

Pilot and/or Super Users

Unit PRO03 - Configurations - Orders

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

At the end of this lesson, the designated users will be able to complete all the necessary configurations required for orders entry the approval workflow in maestro*.

  • Item Management
  • Define Addresses
  • Define Abbreviations
  • Define Specifications
  • Define Discount Codes
  • Early Payment Discount Codes
  • Order Status Codes Table
  • Approval Workflow
  • Review of previous notions and validation of homework;
  • Explanation and completion of the different catalogue management windows, according to the client's needs and software requirements, to automate data entry;

 

HOMEWORK

  • Finalize databases

1.5h
  • Training document APP03

Pilot and/or Super Users

Unit PRO04 - Operations - Orders

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to complete the order cycle in maestro*.

  • Purchase Order
  • Project Order
  • Stock Order from Catalogue
  • Print Purchase Orders
  • Reprint Purchase Orders
  • Activate Orders
  • Request for Delivery
  • Receipt of Goods
  • Quantities on Order
  • Order Invoicing
  • Review of previous notions and validation of homework;
  • Implementation of the established procurement process;
  • Explanation and demonstration of the different procurement workflow windows, according to the client's needs and system requirements.

 

HOMEWORK

  • Practice entering transactions

3h
  • Training document APP04

Pilot and/or Super Users

Unit PRO05 - Operational Training - Orders

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, users will be able to use maestro* to complete the order cycle.

 
  • Purchase Order
  • Project Order
  • Stock Order from Catalogue
  • PrintPurchase Orders
  • Reprint Purchase Orders
  • Activate Orders
  • Request for Delivery
  • Receipt of Goods
  • Quantities on Order
  • Order Invoicing
  • Review of previous concepts and validation of completed tasks as homework;
  • Explanation and demonstration of the different procurement workflow windows, according to the client's needs and system requirements.

HOMEWORK

  • Practice entering transactions

3h
  • Training document APP04

Pilot

Super Users

Users

Unit PRO06- Analysis and Inquiry

Date:

Time:

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown they have the necessary knowledge and skills to complete the purchase cycle in maestro*.

  • Order Inquiry
  • Supplier Inquiry
  • Project Inquiry
  • List of Orders
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation and configuration of reports and procurement inquiry.

 

HOMEWORK

Validate data entries.

3h

 

Pilot

Super Users

Users

Unit PRO07 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the designated users will be able to use the maestro* forms linked to the purchasing cycle, which will have been customized to their needs.

  • Orders(according to the type used)
  • Return of Merchandise
  • Order Estimate
  • Request for Delivery
  • Receipt of Goods
  • Receipt - Return of Merchandise
  • Labels
  • Receipt confirmation by email
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation and definition of modifications to be made to the required procurement forms.

HOMEWORK

  • Validate forms

To be determined

 

Pilot

Unit PRO08 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Validation of the process
  • Validation of accrued costs
  • Validation of stock shortages
  • Validation of accounting entries
  • AP List
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Validation of transactions;
  • Validation of reports and inquiries;
  • Review of configurations, if needed;
  • Review of the process, if needed.

HOMEWORK

  • Complete Integrated Tests.

5h

 

Pilot

Users

Unit PRO09 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown the necessary knowledge and skills to complete the purchasing cycle and use the catalogue in maestro*.
  • Validate learnings;
  • Review of the security settings applied.
  • Preparation of future training lessons
    • Subcontracts
    • Inventory (Catalogue Management)
    • Requisitions
    • Shop Drawings

1h

Acquired competencies list

Pilot