Depreciation Book

Lesson Plan - March 20, 2023

At the end of the Depreciation Book lesson, the client and targeted users will be able to perform all the necessary configurations, operations, and calculations linked to depreciations in maestro*.

 

UnitDEPR01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and basic configurations linked to the calculation and management of depreciations in maestro*.

PREREQUISITES

  • General Ledger;
  • Projects;
  • Security.

OPTIONAL PREREQUISITES

  • Equipment Management;
  • Analysis;
  • General Settings (General Ledger module):
    • Depreciation.
  • Discussion on the current and future depreciation process (strengths and weaknesses);
  • Setting up the required configurations for the implementation;
  • Decision-making.

 

 

HOMEWORK

  • Reflect on the discussions.

30 min

 

Pilot

UnitDEPR02 - Depreciation Settings

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able to define and set up the parameters necessary to calculating depreciations in maestro*.

  • Category Management;
  • Define Depreciation Groups;
  • Define Status Codes (optional);
  • Define Depreciation Rates;
  • Depreciation Book.
  • Review of previous concepts and validation of tasks completed as homework;
  • Explanation and completion of the different setting windows linked to depreciations, according to the client's needs and system requirements, to automate data entry.

 

HOMEWORK

  • Finalize the entry of databases.

1h

Pilot

and/or

Super-Users

 

UnitDEPR03 - Operations - Depreciations 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able to perform calculations and apply depreciations in maestro*.

  • Update of setting according to the client's decisions;
  • Calculation of monthly depreciations;
  • Calculation of annual depreciations.
  • Review of previous concepts and validation of completed tasks as homework;
  • User training according to the process established at the time of the analysis;
  • Demonstration on how the different options work and ways to perform depreciation calculations.

 

HOMEWORK

  • Practice calculating depreciations.

30 min

Pilot

and/or

Super-Users

 

UnitDEPR04 - Operational Depreciation Management Training

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 set up the configurations and understand the depreciation calculation process in maestro*.

 
  • Update of setting according to the client's decisions;
  • Calculation of monthly depreciations;
  • Calculation of annual depreciations.
  • Review of previous notions;
  • User training according to the process established at the time of the analysis;
  • Demonstration on how the different options work and ways to perform depreciation calculations.

 

 HOMEWORK

  • Practice depreciation calculations.

30 min

Pilot

Super-Users

and/or

Users

 

UnitDEPR05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will be able to view calculated depreciations in maestro*.

  • Depreciation Schedule;
  • Project Inquiry;
  • Journal Entry Inquiry.
  • Validate journal entries.

 

HOMEWORK

  • Validate data entries.

30 min

Pilot

and/or

Super-Users

 

UnitDEPR06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

S/O

S/O

S/O

 

 

Pilot

 

UnitDEPR07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

At the end of this session, the client and the designated users will have carried out the tests and verifications to validate the previously made configurations and will be able to attest to the adequacy of these configurations with the established processes.
  • Validate monthly and annual calculations;
  • Validate journal entries.
  • Review of previous concepts and validation of completed tasks as homework;
  • Test assistance;
  • Validation of transactions;
  • Validation of reports and inquiries;
  • Review settings, if needed;
  • Review processes, if needed.

 

 

HOMEWORK

  • Complete integrated tests.

0.75h

Pilot

and/or

Super-Users

 

UnitDEPR08 - 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 knowlegde and skills to manage depreciations in maestro*.

  • Validate learnings;
  • Review the security settings applied to the option.
  • Prepare next training lessons according to the plan.

15 min

Acquired competencies form - DEPR

Pilot