Maestro* Multidimensional Mode

Lesson Plan - June 3, 2022 version

At the end of the Maestro* Multidimensional Mode course, the client and targeted users will be able to perform all the necessary configurations and tasks to use maestro* in a multidimensional context.

 

Unit MULTI01 - Preliminary Analysis

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

At the end of the course, the user will be able to understand the nuances, possibilities and changes involved in using the maestro* multidimensional mode. Accompanied by the implementation specialist, they will be able to analyze the conditions required to set up this mode, make the necessary decisions, as well as the necessary changes to the company processes.

PREREQUISITES

  • Security;
  • General Ledger;
  • Maestro* 101.
  • Chart of Accounts and General Ledger analysis;
  • Company structure analysis;
  • Fiscal year analysis (if different for each company);
  • MApref (which is applicable to a single company).

 

 

HOMEWORK

  • Reflect on the discussions;
  • Restructure certain general ledger accounts;
  • Copy the existing company;

1h

Pilot

and/or

Super User

Unit MULTI02 - Configurations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

At the end of the course, the user will be able to perform the necessary configurations to use the maestro* multidimensional mode..
  • Security Management;
  • Creation of intercompany accounts;
  • Creation of prefixes;
  • Creation of new companies;
  • Define Accumulators;
    • Bank Accounts;
    • Stock Orders from Catalogue;
    • Invoicing;
  • Configuration of multiple options used in multimensional mode.
  • Review of previous notions and homework;
  • Explanation and completion of the different management options, according to the client's needs and company requisites to automate data entry.

6h
  • Training document MULTI02

Pilot

and/or

Super User

Unit MULTI03 - Operational Training on How to Use maestro* in Mutidimensional Mode

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, users will be able to use maestro* in multidimensional mode and perform daily operations.
  • Explanation of the multidimensional mode to users in charge of payroll;
  • Explanation of the multidimensional mode applied to the other maestro* modules;
  • Company consolidation.
  • Review previous notions and homework;
  • User training according to the needs established during analysis;
  • Demonstration of the different multidimensional functionalities;
  • Creation of a consolidated company;
  • Grouping companies in different reports;
  • Elimination of intercos.

HOMEWORK

  • Practice entering transactions.

3h
  • Training document MULTI03
  • Integrated tests

Users

Unit MULTI04 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this sessions, the client and designated users will have performed the tests and verifications to validate the previously made configurations and will be able to attest to the adequacy of the latter, using the esdtablished processes.

  • Accounting entries;
  • Trial balance.
  • Review previous notions and homework;
  • Assist the client during the test phase;
  • Validate transactions;
  • Validate reports and inquiries;
  • Review configurations, if needed;
  • Review processes, if applicable.

HOMEWORK

  • Complete integrated tests.

2.5h
  • Training document MULTI04

Pilot

and/or

users

 

Unit MULTI05 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, the client will have shown they have the knowledge and skills necessary yo using the maestro* multidimensional mode.

  • Validate knowledge.
  • Preparation of next training sessions

0.5h
  • Verification list

Pilot