Page 2 - Administering the System Participant Guide (SDL)

TABLE OF CONTENTS

Table of Contents ....................................................................................... 2

ABOUT THIS PARTICIPANT GUIDE ........................................................ 10

COURSE INTRODUCTION ....................................................................... 11
Learning Objectives ................................................................................................ 11

Roles & Access ........................................................................................................ 12
Lesson 1: Managing Organizations ........................................................ 14

Learning Objectives ................................................................................................ 14
Introduction .............................................................................................................. 14

Organizations in Unanet ......................................................................................... 14
Modifying the Organizational Hierarchy ................................................................. 15

Demo 1.1 – Modify the Financial Organization Hierarchy ...................................... 16
Creating a New Organization ................................................................................. 16

Activity 1.2 – Create a New Financial Organization ............................................... 17
Check your understanding ..................................................................................... 18

Lesson 2: Managing Bank Accounts ..................................................... 19

Learning Objectives ................................................................................................ 19
Introduction .............................................................................................................. 19

Creating Bank Accounts ......................................................................................... 20
Processing ACH Transactions ............................................................................... 20

Demo 2.1 – Configure Bank Accounts for ACH Transactions ................................ 20
Check your understanding ..................................................................................... 21

Lesson 3: Managing Payment Terms ..................................................... 22
Learning Objectives ................................................................................................ 22

Introduction .............................................................................................................. 22
Payment Terms in Unanet ....................................................................................... 22

Demo 3.1 – Create a New Payment Term to Receive a Vendor Discount ............. 22
Activity 3.2 – Create a New Payment Term for a Customer Discount .................... 23

Check your understanding ..................................................................................... 24

Lesson 4: Creating and Managing Labor Categories ........................... 25
Learning Objectives ................................................................................................ 25

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