TRAININGS > BUD - Budget Management Expert Training

BUD - Budget Management Expert Training
150.00 + VAT
Duration 1 Day(s) / 7.0 Hour(s)
BUD.201.E
15

Eğitim ücretlerimizi iba@caniaserp.com adresine mail göndererek öğrenebilirsiniz.

OVERVIEW

WHY PARTICIPATE?

Budget Management - Expert Training is aimed to enable the participants to learn;

- To manage the budgeting process via CaniasERP system,

- To fully understand the flow logic of budgeting processes and integration points with other modules on the ERP system,

- Follow-up of the processes through budget reports.

TARGET AUDIENCE

- Department Managers involved in the Budgeting Process

- Department Employees / Experts Involved in Budgeting Process

- ERP Project Managers / Project Officers

- Owners and Partners

PRE-REQUISITES

Pre-Training Preparation: Examining related process documents.

Level of Knowledge:

- Having basic information about ERP processes.

Required Materials: Notebook

TARGET COMPETENCIES

- Managing budgeting processes through the CaniasERP system

- Receiving the necessary reports through the system

PURPOSE OF TRAINING

At the end of the BUD - Budget Management Expert Training, participants will be able to;

- use budget check tables,

- define the sales budget,

- run the production budget and report the results in detail,

- automatically generate supplier and price information in the purchase budget,

- define overhead budget and distribute expenses over activities using distribution schemes,

- create personnel budget through Human Resources module,

- define the planned investments under the investment budget,

- collect all sub-budget records under the financial budget,

- calculate the cost of the budget,

- create the end of period records of the budget,

- report budgeted actual status,

- define consolidated budget,

- analyze the results by using budget reports,

- report the cash flow of the budget,

- generate income statement and balance sheet reports of budget.

TRAINING METHODOLOGY

- BUD - Budget Management Expert Training is held in a training room. However, training can also be provided via teleconference for the offices in other cities.

- After the theoretical sessions, dummy records are used for practice by the participants.

- Participants are allowed to create their own dummy records for practice purposes.

- Training index and content are shared as printed and/or digitally with the participants to provide a lasting learning experience.

TRAINING INDEX

BUD.201.E - BUD - Budget Management Expert Training


1 - Budget Management Flow Diagram

1.1 - Budget Management Concept

2 - Main Budget Process

2.1 - Listing unconsolidated budget.

2.2 - Creating unconsolidated budget with reference / without reference

2.3 - Deleting unconsolidated budget.

2.4 - Approving/drop approving unconsolidated budget.

2.5 - Converting unconsolidated budget to real budget.

3 - Consolidated Main Budget Process

3.1 - Listing consolidated budget.

3.2 - Creating consolidated budget with reference / without reference

3.3 - Deleting consolidated budget.

3.4 - Approving/drop approving consolidated budget.

3.5 - Converting consolidated budget to real budget.

4 - Sales Budget

4.1 - Listing sales budget.

4.2 - Creating sales budget

4.3 - Deleting sales budget

5 - Production Budget

5.1 - Listing production budget.

5.2 - Creating production budget

5.3 - Deleting production budget

5.4 - Running production budget

5.5 - Revision of production budget

6 - Purchase Budget

6.1 - Listing purchase budget.

6.2 - Filling vendor and amount information.

6.3 - Calculating purchase budget costing.

6.4 - Control of Purchase budget and actual purchase.

7 - Investment Budget

7.1 - Listing investment budget.

7.2 - Creating investment budget.

7.3 - Deleting investment budget

8 - Personnel Budget

8.1 - Listing personnel budget.

8.2 - Creating personnel budget.

8.3 - Deleting personnel budget.

9 - General Expense Budget

9.1 - Listing expense budget.

9.2 - Creating expense budget

9.3 - Deleting expense budget

9.4 - Control of Expense budget and actual expense.

10 - Finance Budget

10.1 - Listing finance budget.

10.2 - Creating finance budget.

10.3 - Deleting finance budget

10.4 - Budget end-of-year account transfers

11 - Combining Budget

11.1 - Combining all sub budgets.

12 - Budget Costing

12.1 - Budget Costing

13 - Budget Reports

13.1 - General Budget Reports

13.1.1 - Sales Budget Reports

13.1.2 - Personnel Budget Report

13.1.3 - Expense Budget Reports

13.1.4 - Investment Budget Main Report

13.1.5 - Purchase Budget Reports

13.1.6 - Production Budget Reports

13.1.7 - Costing Reports

13.1.8 - Finance Budget Reports

13.2 - Budget Cockipts

13.2.1 - Budget General Cockpit

13.2.2 - Sales Budget Cockpit

13.2.3 - Purchase Budget Cockpit

13.2.4 - Expense Budget Cockpit

13.2.5 - Finance Budget Cockpit

13.2.6 - Production Budget Cockpit

14 - Budget Transfers

14.1 - Budget Transfer dialogs

A - Workshop

B - Exam
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