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INFO 5 Training CenterKarmak has flexible, cost-effective options to get new employees up to speed and keep experienced workers productive on your INFO 5 business system. Effective training can help improve efficiency, reduce problems, improve customer service, and protect your greatest asset—a highly competent workforce. We’ve scheduled convenient online Webinars in addition to in-depth workshops held at our new Training Center located in Springfield, Missouri. Webinars allow one or several people at your location to engage in a live, interactive training session with the Karmak team via the Internet. Training Center workshops allow you to focus on comprehensive training in a classroom setting. Out of the office during scheduled Webinars? Give us a call at 800-252-7625 and we will schedule one at your convenience. Customized training sessions, and training at your location are also available. If you would like to be notified via e-mail when new
classes are available, please contact the Karmak Training
Center at
, or 1-800-252-7625. |
QUESTIONS? If you would like more information regarding INFO 5 training or would like to be notified via e-mail when there are new classes available, contact the Karmak Training Center at , or 1-800-252-7625. DOWNLOAD SCHEDULE Download the latest training schedule in print-friendly format here:
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| INFO 5 Training Center Class Schedule
INFO 5 Training Center Webinar ScheduleWebinar times listed below are Central Time. Each class is limited to 9 people. The cost is $50 per connection unless otherwise noted, and $75 per connection for custom Webinars (those that are not listed below). See the ProfitMaster Training page for additional Webinars on our ProfitMaster modules.
INFO 5 Training Center Class and Webinar DescriptionsFor those with little or no exposure to the INFO 5 Accounts Payable module, this class provides a foundation in how payables are handled in the INFO 5 system. Topics covered include: invoice entry and reporting, scheduling partial payments, major file field definitions, and check runs and purges. If time permits, scheduled payments will also be discussed. Accounts Payable Invoices (Webinar) This Webinar class will focus on Menu AAP2 in the INFO 5 System and cover most of the options on that menu. Learn the necessary skills and knowledge to master the functions involved in the Accounts Receivable menus. Topics covered include: cash application process, customer payment history inquiries, major file field definitions, use of contacts, credit release, and using both credit and sales notes. Accounts Receivable Workshop For: Controllers, Office Managers, Credit &
Collections Managers, Accounts Receivable Clerks Top | Class Schedule | Webinar Schedule | Sign Up For those who are not familiar with Query, this class provides the basic skills needed to create and edit simple one-file queries, as well as an understanding of internal and externally-described files. Also learn to develop custom reports and inquiries. At the end of this session, you can request a copy of your exercise queries and they will be sent the following week. AS/400 Query (Advanced) If you are familiar with Query, this class will give you the skills required to create and edit more complex queries, as well as an understanding of how to use Reflection macros to run nested queries, create procedures to run nested queries (requires Application Development Tools), and how to build custom menus to contain queries. Learn how to develop complex custom reports and inquiries. At the end of this session, you can request a copy of your exercise queries and they will be sent to you the following week. Back Counter Functions (Webinar) This Webinar session will discuss the options on Menu ASHOP. Basic USIC (Webinar) This Webinar session teaches basic USIC procedures used in the USIC module. The session will start with creating the purchase order for the unit, continuing with receiving and selling the unit, and then finishes with the booking of the sale. Top | Class Schedule | Webinar Schedule | Sign Up Branch Parts Transfer (Webinar) This Webinar session will discuss how to use purchase orders to transfer parts from one branch to another branch. The class will explain the procedures used by the requesting branch to create the purchase order and the procedures used by the selling branch to create the picking ticket and create the order for the parts. With the upgrade to INFO 5 Version 7.2, part numbers are identified by price tape ID and part number. Since the same part in multiple locations can have various price tape IDs but the same part number, the selling branch may have the part listed with a different price tape ID than the requesting branch. A new procedure has been created to handle the situations where the price tapes in the selling and receiving branch are different. The class will also explain the new procedures used to transfer parts between locations. Caterpillar e-Hub Training - Parts (Webinar) This Webinar session will discuss the Caterpillar e-Hub module as it pertains to Parts. Topics include: Parts Pricing/Indicative Data Periodic Update, Parts Store Integrated Procurement, Menu ACATPR, Creating and sending stock and emergency orders, Caterpillar cores, and Part Notes. Caterpillar e-Hub Training - Warranty (Webinar) This Webinar session will discuss the Caterpillar e-Hub module as it pertains to Warranty. Topics include: Warranty Setup and Work Order Sweep. This class provides new or experienced users with more in-depth knowledge of the setup, maintenance, and processing options within the CCS Payroll module. In this hands-on class, you will experience payroll functionality from setup to processing. Learn how to recognize and fix problems that prevent the payroll edit from fully processing. CCS Payroll: End-of-Year Procedures (Webinar) This Webinar will explain the end-of-year procedures for CCS Payroll. Topics to be discussed include: running the year-end processing options, updating the tax tables, and printing W-2 forms and 941 reports. Top | Class Schedule | Webinar Schedule | Sign Up CCS Payroll Overview, Part 1 (Webinar) This Webinar provides an overview of some of the setup and maintenance procedures in the CCS Payroll module. Topics include company-wide setup and employee setup. CCS Payroll Overview, Part 2 (Webinar) This Webinar covers additional procedures for CCS Payroll. Topics include: processing a payroll run (including pulling the hours), getting the edit listing, processing errors, posting the payroll run, and voiding a check. Client Talk (Webinar) For: Parts Managers, Service Managers Consignment Inventory Overview (Webinar) The Consignment Inventory module allows users to track parts consigned, track sales of consigned parts and allow for physical inventory of consigned parts. This Webinar will provide an overview of this module. Topics include: setting up customer records, consigning parts, billing sold consignment parts, tracking consignment parts, the Parts Consignment Master Menu, reports and listings, and maintaining a consignment physical inventory. Top | Class Schedule | Webinar Schedule | Sign Up Core Management (Webinar) For: Parts Managers In this Webinar session we will discuss how you can use Core Management to more efficiently track rebuilt inventory, determine the inventory value of core charges, monitor dirty cores not yet returned by the customer, and monitor dirty cores returned to the vendor. Core Processing Overview (Webinar) This Webinar will provide a basic overview of the process when a rebuilt part is sold on a counter ticket or work order. Topics include: core charges, core cross-references, and Message Member 0071. Customer Pricing (Webinar) If you have ever wondered if you’re taking advantage of all that INFO 5 has to offer in customer pricing, this Webinar is for you. We will explain customer pricing from A to Z with practical examples. Join us for such topics as discount pricing, matrix pricing, velocity pricing, group pricing, and of course, specials pricing. Daily Operating Control Report (Webinar) The Daily Operating Control (DOC) Report is often misunderstood when it comes to setting up or maintaining the information you would like to see on this report. This Webinar will teach you how to set up the report and make changes to accommodate your needs. Topics will include the following sections of the DOC Report: Sales Analysis, Expense, Key Account, Accounts Receivable, and Accounts Payable. Top | Class Schedule | Webinar Schedule | Sign Up Fiscal Year End Checklist (Webinar) This Webinar will explain the procedures that must be performed at the end of the fiscal year. Topics include running the G/L year-end processing, printing a summary trial balance, entering adjusting entries, posting adjusting entries to the previous year Balance File, and printing financial statements for the previous year. FIDO: Using the INFO 5 Documentation CD (Webinar) This webinar discusses how you can get the most out of the FIDO documentation CD. Topics include: installation of Adobe® Reader® and FIDO, discussion of several INFO 5 manuals, using Adobe Reader, searching for documents, sharing FIDO across an internal network, limiting access to certain manuals, and the online version of FIDO on Karmak’s Customer Confidential web site. Financial Report Writer Learn the basics of creating a simple financial report, as well as how to create more in-depth reports. Topics include: creating the formats, attaching the appropriate accounts, and running the reports in both single and group form. Top | Class Schedule | Webinar Schedule | Sign Up Financial Report Writer Overview (Webinar) Gain a better understanding of the Financial Report Writer. Topics include: terminologies, initial steps, and tips on creating a successful report. Financial Statements for Report Writer (Webinar) For: Controllers, Accounting Managers, MIS Managers Front Counter Functions (Webinar) This Webinar class will focus on the options on Menu ACUST. Gain a better understanding of the General Ledger functions of the INFO 5 system. We will cover: accounting flow, journal entries, Scheduled Account processing, automated journal entry processing, end-of-period processing, inquiries, and reporting. General Ledger Report Writer Workshop Find out why G/L Report Writer is more than just a financial tool. Learn how to use the Report Writer to build analysis reports as well as financial reports. Topics include design, setup, and requesting and printing reports. We will also discuss group printing. General Ledger: Special Journal Entries (Webinar) This Webinar will explain the three types of General Ledger journal entries: Recurring, Allocations and Default and provide examples of each. For all three types of journal entries, topics include: creating, printing, generating, reviewing, posting, and deleting the entries. Top | Class Schedule | Webinar Schedule | Sign Up INFO 5 “Did You Know?” (Webinar) For: Dealer Principals, General Managers, Controllers,
Department Managers, Service Writers, Inventory Control
Personnel, Sales Personnel, Purchasing Agents In this class, participants will learn how the INFO 5 menus are connected to one another. A number of INFO 5 options are available on multiple menus and a number of menus can be accessed from various other menus. Both options and menus will be discussed in this session. Recommended for Service Managers, Service Writers, and anyone else responsible for opening work orders, this class will cover the steps required to correctly open a work order on the INFO 5 system. Interbranch Parts Transfer (Webinar) Learn how to use purchase orders to transfer parts from one branch to another branch. We will explain the procedures used by the requesting branch to create the purchase order and the procedures used by the selling branch to create the picking ticket and create the parts order. With INFO 5 Version 7.2 and higher, part numbers are identified by price tape ID and part number. Since the same part in multiple locations can have various price tape IDs but the same part number, the selling branch may have the part listed with a different price tape ID than the requesting branch. We’ll cover procedures to handle situations where the price tapes in the selling and receiving branch are different. The class will also explain the new procedures used to transfer parts between locations. Inventory Reconciliation (Webinar) This class will help you to: understand the importance of reconciling the inventory, complete a daily physical inventory reconciliation report, determine what causes the out-of-balance condition, and take the appropriate action to either fix or avoid an out-of-balance condition. Job Operation Codes (Webinar) For: Service Managers, Service Personnel ODBC Access Workshop For: Anyone interested in taking INFO 5 reporting to
the next level Open Postings (Webinar) For: Controllers, Accounts Payable personnel, and
anyone having an interest in this feature Parts Manager (Basic) This class is ideal for the Parts Manager who needs an overview of the INFO 5 daily parts functions and how those activities relate to the management information provided by the INFO 5 system. Topics include: counter billing, shop requisitions, purchase order creation and receiving, as well as setting up files to insure quality information at the reporting level. Top | Class Schedule | Webinar Schedule | Sign Up Parts Manager (Advanced) This class allows the Parts Manager a better understanding of advanced functions within the parts department. Learn how to set up and maintain parameters that will allow you to better control gross profit levels in your department and customize pricing structures for your customers. Topics include: major file field level descriptions, customer pricing logic, basic stock class pricing, vendor price tape processing, inter-company parts transfers, and management-level reports. Parts Manager Workshop – Regional Training Center For: Parts Managers, Assistant Parts Managers, Branch
Managers, General Managers, Owners Contact Jessica Schirz, Training Coordinator at 800-252-7625 or for more information. Parts Open Forum (Webinar) Is there an area in the Parts module you would like to know more about, such as how to set up matrix/velocity pricing? What is the purpose of the price tape ID? How to get a list of your top 50 customers? Any topic from A to Z is open for discussion, as long as it is parts related. This is a great opportunity to learn from Karmak parts specialists as well as other Karmak users. Join us as we share practical solutions to everyday situations. Physical Inventory (Webinar) This class will show you the flow of the INFO 5 Physical Inventory process using the following steps: preparing for your inventory, setting up the inventory process parameters, and creating and updating the physical inventory work files. Preparing for ProfitMaster Version 1.5 (Webinar) For: Sales Managers, Sales Administrators, Sales
Personnel, General Managers Preventive Maintenance (Webinar) For: Service personnel who are interested in the implementation of preventive maintenance in their service areas. This class is designed to give you a basic understanding of what the INFO 5 system has to offer in the way of Preventive Maintenance, and how to implement PM schedules within your dealership. Upon completion of this session, you will be able to: explain the difference between inclusive & non-inclusive schedules, set up both types of schedules, understand the interactive points within work order setup, and understand the PM Due Report. ProfitMaster: Real-time Performance Monitor (RPM) (Webinar) The RPM Webinar class will show the users some of the reports that are available and suggest others that can be set up. We will focus on the capabilities rather than the set up. ProfitMaster Sales Management Deal Forms Processing (Webinar)
For: Sales Managers, Sales Administrators, Sales
Personnel, General Managers Rental & Leasing: Setup Learn to set up a Rental & Leasing environment on the INFO 5 system. This class offers new users a foundation on the Rental & Leasing module. Topics include: accounting groups, system parameters, driver information, insurance information, rates, fleet maintenance, and other file setup steps. A troubleshooting session is also included. Top | Class Schedule | Webinar Schedule | Sign Up Rental & Leasing: Usage and Reporting Build upon the Rental & Leasing Setup class to enhance your skills in the daily activities of the rental/leasing company. Topics include: setup and maintenance of contracts, reviewing/closing contracts, quick invoicing, recurring invoice runs, fuel billing, unit profit/loss reports, yard check reports, tax reports, and other miscellaneous reports and inquiries. Scheduled Accounts Overview (Webinar) This Webinar provides an overview of using Scheduled Accounts. Topics include: definition and use of Scheduled Accounts, control numbers, Scheduled Account reports, and Scheduled Account write-off options. Scheduled Accounts Receipts (Webinar) This Webinar will show you how to process receipts using Scheduled Receipts options. Learn how to create a deposit, apply receipts and post the transaction. You will also learn how to offset credit balances and how to apply write-off or credit amounts. Top | Class Schedule | Webinar Schedule | Sign Up Service Manager Workshop For: Service Managers Service Manager (Basic) This full-day class provides the Service Manager with a basic knowledge of the day-to-day processes and how they can be used to provide essential information for managing the service department. Topics include: creation of work orders, keyword entry, labor entry methods (manual, time clock, group time clock, and bar code time entry), work order review, list processing review, and billing functions. Service Manager (Advanced) This class provides the Service Manager with the knowledge required to analyze service department operations in the areas of sales, productivity, and efficiency. Topics include: file creation and usage (Equipment Master, Service Tables, Job/Operation Codes, Standard and Customer-Specific Billing Rates, Parts List, and Preventive Maintenance), using estimates, and INFO 5 service information analysis. Top | Class Schedule | Webinar Schedule | Sign Up Service Overview, Part 1: Opening Work Orders (Webinar) This one-hour Webinar provides a brief overview of opening and processing work orders. Recommended for Service Managers, Service Writers, and anyone else responsible for using work orders on the INFO 5 system. Service Overview, Part 2: Reviewing, Closing and Billing Work Orders (Webinar) This Webinar is recommended for Service Managers, Service Writers, and anyone else who is responsible for using work orders on the INFO 5 system. It is a continuation of the Service Overview, Part 1 Webinar. Topics to be discussed include: transferring labor, parts, and segments; reviewing work orders; closing work orders; and billing work orders. Service Productivity/Efficiency Reports (Webinar) Recommended for Service Managers, this class will explain the various mechanic productivity and efficiency reports that are available within the Service module in the INFO 5 System. System Operations (Basic) Learn the basic skills for administering an AS/400. After completing this session, you will understand the front panel indicators, be able to IPL the AS/400, manage devices, maintain security on an AS/400, perform system backups, apply PTFs, and know frequently used commands and manuals. Recommended for anyone who has job responsibilities for the day-to-day operation of an AS/400 system, system security, or making back-up copies of computer information. System Operations (Advanced) Security is a major concern. A lack of attention to this matter could open your business to serious breaches of security. This course provides an in-depth technical review of the setup and implementation of Level 40 Security in an INFO 5 environment. This class is designed for the IT Manager or those responsible for system operations and/or administration of the AS/400. Systems “Did You Know?” (Webinar) For: System Managers Understanding Message Members (Webinar) Message Members are used to customize dealerships with built in options that Karmak has programmed into the INFO 5 software. This Webinar session will explain how to set up message members, how to use the MILO documentation, and will go into a discussion of some of the more important message members within INFO 5. Top | Class Schedule | Webinar Schedule | Sign Up INFO 5 Training Center Daily Class Agenda
Top | Class Schedule | Webinar Schedule | Sign Up This page was last updated: Wednesday, November 12, 2008 02:10 PM | ||||||||||||||||||||||||||||||||||||||
2008
INFO 5 Training Schedule