This course is for any users of the PowerPlan Fixed Assets and Projects module who wish to deepen their level of understanding of the Charge Repository. Attendees will gain an overview of the CR structure, functionality and benefits. Templates for creating manual CR Journals, as well as how to import Journal Entries from a file are discussed. Attendees will examine the CR Cancellation process of creating and posting Journal Entries to move charges when a Work Order is cancelled. CR Security for Companies, Derivation Types, and Budget Versions will also be covered, as well as the set up of CR AnyQueries. We finish up with exercises to help you view these concepts from a more practical view.
Objectives:
At the end of this course, you will be able to:
- Describe the functionality of PowerPlan's Charge Repository
- Create and save a template to use to build a CR Manual Journal
- Demonstrate the CR Cancellation process and how to move cancelled charges from the Work Order
- Summarize the CR Security process
- Create CR AnyQueries
Intended Audience:
Property Accounting Users
Additional Information:
Prerequisites: None
Advanced Preparation: Attending the Fundamentals of PowerPlan Fixed Assets and Projects course
Program Level:Intermediate
Delivery Method: Group Live or Group Internet Based
CPE Credits = 4 (Accounting)
