Thank you to our conference attendees!
Find the slide decks from our sessions, below:
- Day 1-2 Best Practices
- Day 1-3-4 Contract Billing
- Day 1-5 ADM_Batch_Reassociate
- Day 1-6 Accounting New Features
- Introduction to contractERP – FeneVision Session
- contractERP US 6-14-2022 General Session #2
- Day 2-2 WMS
- Day 2-3 Material Services
- Day 2-4 Labor WO Time Entry
- Day 2-5 cERP Docs
- Day 2-6 Capacity & Delivery Scheduling
Hotel
Hilton Cleveland Downtown
In the heart of Downtown Cleveland, with the Rocket Mortgage FieldHouse, Playhouse Square, and East 4th Street shopping within a mile. Hilton hotel is connected to The Convention Center of Cleveland, and the West 3rd Street Station is just opposite. Facilities include an indoor pool, fitness center, and a top-floor bar with views of Lake Erie.
100 Lakeside Ave E,
Cleveland,
OH 44114
Agenda
7:00-9:00 pm—Welcome Reception
| 8:00 – 9:00am | Breakfast | |
| 9:00am – 10:15am | General Session Day 1: Back Together Again! | At this first general session Bill Natalie and the Access IT team will present the following topics to our community: – An update on Access IT, now part of the Compusoft Group. – An overview and roadmap of Microsoft’s direction with Dynamics Business Central and connected products within the Power Platform. – An introduction to and demo of contractERP Cloud! |
| 10:15 – 10:30am | Break | |
| 10:30 – 11:15am | Best Practices to navigate transactions in contractERP and save your valuable time! | Learn best practices to help you speed up your daily processes, including Status Boards, effective column ordering, managing dates and releases and much more. |
| 11:30 – 12:30pm | Lunch | |
| 12:30 – 1:30pm | New Contract Billing model & review of Managing Retainage | contractERP has added a new Contract Billing model alternative. See this new billing model in action and which billing approach is best for the different types of contract sales. In part two of this session, we’ll focus on the contractERP Retainage functionality, including how it works and how to use the Reconciliation report. We’ll close with an open Q&A discussion on contract billing situations users are experiencing and how to best handle them in contractERP. |
| 1:30 – 2:30pm | AIA / Progress Billing / Payment Applications | This session will introduce our new AIA by Phase solution. Use this feature when your Schedule of Values are required to be broken down by floor or building. Part two of this session will show the use of Word or Excel to generate the AIA output document. |
| 2:30 – 2:45pm | Break | |
| 2:45 – 3:45pm | ADM & Batch reassociate | Want to save time, money & space all at the same time? We will show you how to use the Associate Document Management feature & the new Batch Reassociate feature and provide a real world example of how our customers have been able to save time, money & warehouse space by staying on top of inventory. |
| 3:45 – 4:45pm | Accounting Functionality and Best Practices | Learn about both new and lesser known accounting features such as PO receipt match, Sales Order Deposits, Clear Entries, Posting Date, EFT, and Auto Match Bank Reconciliations. You’ll also learn about Microsoft’s new integration with PayPal for payment management. |
| 4:45 – 5:00pm | Day 1 Wrap-up | |
| 5:30pm | Depart to Evening Event | |
| 8:00 – 9:00am | Breakfast | |
| 9:00am – 10:15am | Day 2 General Session The future is now: contractERP Cloud! | – Learn the benefits of operating contractERP in a web-based environment and running your business in a true SaaS solution. – Understand what this means for you in terms of upgrade planning, Microsoft cloud hosting, and licensing options going forward. – And of course more demos of contractERP Cloud! |
| 10:15 – 10:30am | Break | |
| 10:30 – 11:30am | contractERP WMS (Warehouse Management System) with Mobile App | Every business depends on accuracy, accountability and efficiency to improve as a business: this is no exception in the back warehouse and shop floor. In this session, we’ll provide a firsthand demonstration of contractERP’s WMS solution with mobile warehousing, as well as discuss the future direction of this game-changing feature set for contractERP. |
| 11:30 – 12:30pm | Lunch | |
| 12:30 – 1:30pm | Contract Material Services | contractERP Material Services is functionality to properly align services that need to be performed to contract material requirements that are NOT traditional shop fabrication tasks. Material Services may include pre-installed hardware, painting, or field installation defined by material item. This session will walk you through contractERP’s Contract Material Services with real-world examples. |
| 1:30 – 2:30pm | Labor Work Orders, Time Entry & Payroll Requirements (such as Certified Payroll Reporting) | This session will take you through all contractERP functionality related to planning, scheduling, recording, and posting of labor tasks. We’ll run through the process including visually scheduling resources and using the field app to view, record and submit time in the field. |
| 2:30 – 2:45pm | Break | |
| 2:45 – 3:20 pm | cERP Docs – Document Management within contractERP | Get a real world view of document management inside contractERP, including AP/AR document management workflow; how your operations teams can use cERP Docs for contracts and sales orders; and finally how you can use cERP Docs to create an automated approval workflow for transactions such as PO Approval and Tax Exempt sales. |
| 3:25 – 4:05 pm | Capacity & Delivery Scheduling Boards | This session will take you through the workflow and end user experience of contractERP’s two capacity-based scheduling boards. Capacity Planning assists in scheduling Shop Work or inside labor tasks such as Material Services (Pre-install as an example), and the Delivery Scheduler will assist you planning out which orders are going out on which trucks, on a selected route/day. |
| 4:10 – 4:45 pm | Plus the contractERP Configurator | We will review the contractERP configurator, new features within it and real-world best practices where it should be used. |
| 4:45 – 5:00pm | Day 2 Wrap-up | |
| 5:30pm | Depart to Evening Event | |
| 8:00 – 9:00am | Breakfast | |
| 9:00am – 10:15am | Field Service Management for contractERP | If you are providing aftermarket break fix service work, have a need to schedule your technicians, or are scheduling subcontractors to perform service work, you won’t want to miss this session to see contractERP’s FSM solution. We will step through the process of Managing your service division, scheduling/dispatching resources, using the field service app to record results and time on the job, and finish the entire transaction through to the accounting entry. |
| 10:15 – 10:30am | Break | |
| 10:30 – 11:30am | Q&A Roundtable discussion with the contractERP Team | We’ll be ending the conference with an open forum round table discussion with questions for both the contractERP team and your fellow industry and user colleagues |
| 11:30 – 11:45am | Closing Comments | |
Agenda subject to change.
CONTACT
Bill Natalie – General Manager contractERP
[email protected]
631 773 4006