CSA Events
Query & Report Tool Basics
After completing this course, you will be able to:
- Learn best practices and how to navigate SmartList with Orbit DFM
- Learn best practices and how to navigate Navigation List within Orbit DFM
- Learn best practices and how to navigate Refreshable Excel within Orbit DFM
- Learn best practices and how to navigate Jet Reports within Orbit DFM
- Learn best practices and how to navigate SSRS Reports within Orbit DFM
Inventory/Procurement
After completing this course, you will be able to:
- Identify the functionality available for use in these parts of the system.
- Set up new records not limited to inventory items, reorder points, and vendor item numbers.
- Key and post transactions not limited to purchase orders, purchase requisitions, and physical inventory.
- Perform inquiry and reporting sufficiently.
- Balance and close the month sufficiently.
Accounts Payable
After completing this course, you will be able to:
- Identify the functionality available for use in this part of the system.
- Set up new records not limited to vendors.
- Key and post transactions not limited to invoices, and 1099’s
- Perform inquiry and reporting sufficiently.
- Balance and close the month sufficiently.
General Ledger/Management Reporter
After completing this course, you will be able to:
- Identify the functionality available for use in these parts of the system.
- Set up new records not limited to accounts, allocations, and account rollups.
- Key and post transactions not limited to journal entries.
- Perform inquiry and reporting sufficiently.
- Balance and close the month/fiscal year sufficiently.
Receivables Management
After completing this course, you will be able to:
- Identify the functionality available for use in this part of the system.
- Set up new records not limited to customers.
- Key and post transactions not limited to invoices and cash receipts.
- Perform inquiry and reporting sufficiently
- Balance and close the month sufficiently.
Budgeting/Fixed Assets/Bank Reconciliation
After completing this course, you will be able to:
- Identify the functionality available for use in these parts of the system.
- Set up new records not limited to budgets and assets.
- Key and post transactions not limited to depreciation and retirements.
- Discuss bank reconciliation transaction options.
- Discuss steps to reconcile bank statements.
- Perform inquiry and reporting sufficiently.
- Balance and close the month sufficiently.
Payroll/Human Resources 1
After completing this course, you will be able to:
- Identify the functionality available for use in this part of the system.
- Set up new records not limited to employees, deductions, and benefits.
- Set up new records not limited to ACA, emergency contacts. and dependents.
- Perform inquiry and reporting sufficiently.
- Balance and close the month sufficiently.
Billing and Rates - Level 1
After completing this course, you will be able to:
- Employ best practices for billing pre-checks and recordkeeping.
- Generate queries and reports for consumption and billing information.
- Use the CALC window for multiple purposes.
- Void and rebill an account.
- Understand the rate change and approval process.
- Complete end-of-month processes for rates and statistical reporting.
Billing and Rates - Level 2
After completing this course, you will be able to:
- Understand billing and rate information specific to TVA.
- Manually calculate minimum bills and billed demands.
- Break down a reactive Time-Of-Use (TOU) account and manually calculate the different steps.
Adjustments Level 1
After completing this course, you will be able to:
- Understand basic mechanics of the adjustment window.
- Use the CALC window to calculate adjustment amounts.
- Complete special condition adjustments, including those for cable, internet and round-up.
- Generate adjustment reports.
Adjustments Level 2
After completing this course, you will be able to:
- Enter multi-month adjustments for simple services and special conditions.
- Identify differences between adjustments versus the void and rebill process.
- Complete tax adjustments.
Statistics Level 1
After completing this course, you will be able to:
- Identify and interpret basic and special reports for all services.
- Understand sources of report information and how data is checked for accuracy.
- Review and interpret billing error reports.
- Use the End-Of-Month (EOM) Balancing Tool to compare statistical reports to the General Ledger.
Adjustments Level 1
After completing this course, you will be able to:
- Understand basic mechanics of the adjustment window.
- Use the CALC window to calculate adjustment amounts.
- Complete special condition adjustments, including those for cable, internet and round-up.
- Generate adjustment reports.
Adjustments Level 2
After completing this course, you will be able to:
- Enter multi-month adjustments for simple services and special conditions.
- Identify differences between adjustments versus the void and rebill process.
- Complete tax adjustments.
Billing and Rates - Level 1
After completing this course, you will be able to:
- Employ best practices for billing pre-checks and recordkeeping.
- Generate queries and reports for consumption and billing information.
- Use the CALC window for multiple purposes.
- Void and rebill an account.
- Understand the rate change and approval process.
- Complete end-of-month processes for rates and statistical reporting.
Billing and Rates - Level 1 (3)
After completing this course, you will be able to:
- Employ best practices for billing pre-checks and recordkeeping.
- Generate queries and reports for consumption and billing information.
- Use the CALC window for multiple purposes.
- Void and rebill an account.
- Understand the rate change and approval process.
- Complete end-of-month processes for rates and statistical reporting.
Billing and Rates - Level 2
After completing this course, you will be able to:
- Understand billing and rate information specific to TVA.
- Manually calculate minimum bills and billed demands.
- Break down a reactive Time-Of-Use (TOU) account and manually calculate the different steps.