FP&A End User 2 day course
Please review Pre-requisites prior to the training.
This is a high paced 2 day course. The purpose of the training is to provide you with knowledge and skills to use FP&A.
You need to bring your own laptop to this course - see Pre-requisites.
The outcome of the 2 day course:
- You are aware of how Epicor Financial Planner and Analysis (FP&A) works and how data flows within the system.
- You know how to use FP&A for Financial Reporting and Budgeting.
- You know how to configure a basic Financal budget process in the product.
- You have knowledge of possible advanced uses/ configurations of budget and reporting processes.
- You have knowledge of possible advanced uses/ configurations of Business Rules.
Agenda
Training Day 1
Focus: FP&A Overview and Reporting
Time Subject 09:00 – 10:30: FP&A System overview * What can FP&A do for you? * What is it and how does it work? * Flow of data through the system 10:30 – 13:00: Publishing a pre-built report * Relation between Filters and Report Slicer 13:00 – 13:45: Lunch 13:45 – 16:30: Building a report using report template * Review report that is to be built and elements required to built report * Adding Columns * Adding Rows * Data Member Defintions * Property Filter * Current override Members * Expand Options * Time Periords and Offsets * Drill Report * Report options settings
Training Day 2
Focus: Budget Configuration and Process
Time Subject 09:00 – 10:30: Budget Process Configuration * Stakeholders & Driver segments * Budget and Forecast Cycles * Input Schedules 10:30 – 13:00: Configuring the Budget Process, part 1 * The Admin menu * Input Schedules 13:00 – 13:45: Lunch 13:45 – 15:00: Configuring the Budget Process, part 2 * Data Manager * Testing 15:00 – 16:30: Modeler * Database locks * Dimensions * Security