Multicurrency

Lesson Plan - April 3, 2023

At the end of the Multicurrency cours given by maestro*, the client and targeted users will be able to perform all maestro* configurations and operations when more that one currency is used.

 

UnitCURR01 - Preliminary Analysis

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the user will be able to understand the implications of using more than one currency in maestro*. Accompanied by the implementation specialist, they will be able to analyse the conditions put in place for this mode and make the necessary modifications.

PREREQUISITES

  • Security
  • General Ledger
  • Maestro* 101
  • Accounts Receivable
  • Accounts Payable
  • Analysis of client operations

 

 

0.5h

 

Pilot

and/or

Super user

 

UnitCURR02 - Configurations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the user will be able to perform the necessary configurations to use the multicurrency mode in maestro*.

  • Currency Management;
  • Revision of general ledger accounts;
  • Revision of suppliers;
  • Revision of customers.
  • Explanations and completion fo the multicurrency management window, according to the needs of the client and system requirements, to automate date entry.

1h
  • Training document CURR02

Pilot

and/or

Super user

 

UnitCURR03 - Tests and Validations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have performed the necessary tests and verifications to validate configurations made beforehand.

  • Accounting entries
  • Assist the client during tests;
  • Validate transactions;
  • Validate reports and inquiries;
  • Review configurations, if applicable;
  • Review processes, if applicable.

HOMEWORK

  • Complete integrated tests.

1h

 

Pilot

and/or

User

 

UnitCURR04 - Conclusion

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 use the multicurrency mode in maestro*.

  • Validation of learnings;
  • Review security.
  • Prepare future training sessions.

0.5h
  • Verification list

Pilot