Page 11 - Administering the System Participant Guide (SDL)

COURSE INTRODUCTION

In this course, you will review processes specific to general administration of the system
and practice creating and modifying the configuration of the Admin Setup tables,
including Accounting, Expense, People, and Time.

Recommended role: Administrator

Learning Objectives

After this session for Administering the System, participants will be able to:

• Create new Organizations and modify existing Organizations to reflect internal
department structure and external business entities
• Configure Bank Accounts to ensure accurate reconciliation of transactions
• Create Payment Terms to apply discounts to both customer and vendor
payments
• Create new Labor Categories and modify Labor Categories at the system and
project level
• Create new Pay Codes and modify existing Pay Codes
• Interpret the settings of the system default Posting Group to identify how
transactions will be posted to the general ledger
• Customize Invoice Number formats and Invoice formats based on customer
needs or contract specifications
• Create and modify Cost Elements, Cost Structures, and Cost Report definitions
to incorporate new Expense Types
• Create custom Time Periods and set work hours to manage split periods
• Create and modify Approval Groups
• Review the differences between notifications and reminders and identify which to
enable to improve operational efficiency
• Create the list of Holidays for the next fiscal year, map them to a Holiday project,
and create People assignments to auto-populate timesheets with Holiday hours
• Review settings for an employee accrual plan based on hours worked
• Modify Employee Types to manage Pay Codes and Expense Types for end
users
• Create a Person profile and Project assignment to enable a new user to use the
system
• Use the Admin Export and Admin Import functions to add, delete, or modify
system data and to transfer data to third party systems

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