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Core Module Learning

Core Module Learning

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View and download the IFS IDEAS Course Catalog and Webinar Training Calendar to see a complete list of classes and online training opportunities.

     

Core New User Training

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

IDEAS User Interface Navigation I: Menus and Programs

IDEAS User Interface (UI) Navigation I: Menus and Programs is the first of a 2-module sequence, followed by UI Navigation II: Reporting, taken together as a half-day course. UI Navigation I course covers how to log in and out, access menus and programs of IDEAS modules, get help and support, and use menus, tool bars, buttons and other navigation features. We offer this course as instructor-led Webinar training or classroom training. 

We recommend that new IDEAS users follow the UI Navigation sequence with IDEAS Product Overview as a third course in the core new user training sequence.

  • Level: Basic

  • Prerequisites: None                                       

  • Audience: New IDEAS users

  • Course Length: 2 hours (part 1 of the half-day UI Navigation I and II sequence)

IDEAS User Interface Navigation II: Reporting

IDEAS User Interface (UI) Navigation II: Reporting is the second of a 2-module sequence, following UI Navigation I: Menus and Programs, taken together as a half-day course. The UI Navigation II course covers features of IDEAS standard reports as well as an overview of Adhoc Crystal reports created with the Report Wizard. This course also reviews some standard and Adhoc reporting examples. We offer this course as instructor-led Webinar training or classroom training.

We recommend that new IDEAS users follow the UI Navigation sequence with IDEAS Product Overview as a third course in the core new user training sequence.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation I: Menus and Programs

  • Audience: New IDEAS users

  • Course Length: 2 hours (part 2 of the half-day UI Navigation I and II sequence)

IDEAS Product Overview

This course is part of the Core Training for new users and should be taken immediately before or after the IDEAS UI Navigation sequence. This class provides a high-level overview of IDEAS, including information about IDEAS partners, why IDEAS is a standard finance and administration solution for international oil and gas operations, and a review of major features and functionality. We offer this course as instructor-led Webinar training or classroom training.

  • Level: Basic

  • Prerequisites: None

  • Audience: New IDEAS users

  • Course Length: 2 hours





Base Financials

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

General Ledger

This course provides an overview of the IDEAS General Ledger (GL) module and covers GL implementation. It reviews GL monthly processes and provides detailed steps, example screens, entry recommendations, and reports.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series. New users of IDEAS financials modules should take General Ledger as soon as they complete UI Navigation. We recommend that you take the General Ledger and the Currency Conversion classes together.

  • Audience: New users of the IDEAS financial modules and particularly those use the IDEAS General Ledger module

  • Course Length: 2 days

Currency Conversion

The purpose of IDEAS Currency Conversion (CC) module is to create the gain/loss journal, which is used to set up the exchange fluctuations resulting from the conversion of the accounting entries. Currencies and their precision are defined to do necessary conversions. This course provides an overview of the IDEAS Currency Conversion modules and then covers CC implementation, including CC administration, Rate table maintenance, Journal table administration and Account List administration. The course then reviews CC monthly processing. 

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series and the IDEAS General Ledger course. We recommend that you take the General Ledger class and the Currency Conversion classes together, or take Currency Conversion immediately following General Ledger.

  • Audience: Those who use the IDEAS financial modules

  • Course Length: Half day

Spreadsheet Link

The Spreadsheet Link module allows you to transfer information to or from a spreadsheet program such as Microsoft Excel. This course provides a brief Spreadsheet Link module overview and then covers the Import Function (journal entries import and account balances import) and the Export Function (journal entries export and account balances export).

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series, IDEAS General Ledger and IDEAS Currency Conversion courses

  • Audience: Those who use the IDEAS financials modules

  • Course Length: Half day

Accounts Payable

This course provides a brief overview of the IDEAS Accounts Payable (AP) module, including AP implementation topics such as User Tables, entity maintenance and vendor maintenance. This course then reviews the AP monthly process, providing detailed steps, screens and reports.

  • Level: Basic

  • Prerequisites UI Navigation series.  We recommend that you take the Purchase Taxes class immediately following Accounts Payable.

  • Audience: Those who are responsible for the day-to-day procedures in the finance department or any IDEAS Accounts Payable module user

  • Course Length: 2 days

Purchase Taxes

The Purchase Taxes (PT) module allows you to calculate and report government taxes imposed on companies, and works together with the Accounts Payable (AP) module.  After you establish tax codes and rates within the PT module, the AP module uses that information in the process of entering and paying invoices.  After processing invoices using AP, the PT module may be used to produce reports summarizing taxes paid. This course provides an overview of the IDEAS Purchase Taxes module and then covers Purchase Taxes processing and standard Purchase Taxes reports.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series and IDEAS Accounts Payable course. We recommend that you take the Accounts Payable class and the Purchase Taxes classes together, or take Accounts Payable first.

  • Audience: Those who use the IDEAS Purchase Taxes module

  • Course Length: Half day

IDEAS Financial Report Writer (FRW) I and II

The IDEAS Financial Report Writer (FRW) allows the creation of meaningful reports that can display information contained in the IDEAS database. The Financial Report Writer module retrieves only the posted data from the Financial Data Warehouse. This 2-day class covers both Beginning FRW and Advanced FRW. It begins with an overview of FRW and then covers how to create FRW reports, report specifications maintenance, report execution, and advanced topics such as columns formatting, calculations and printing options. Practice exercises are assigned to be completed between sessions, providing the student with hands-on practice creating reports that can be used in the workplace.

  • Level: Day One: Basic, Day Two: Advanced

  • Prerequisites: IDEAS UI Navigation series and IDEAS General Ledger course

  • Audience: Those who use the IDEAS financial modules

  • Course Length: 2 days

IDEAS System Security

The IDEAS for Windows (IFW) System Security module is used to administer and report user security, and to view and remove table locks. Specifically, this module allows you to create, edit, inactivate or remove users, assign user passwords and grant access privileges. This course

provides an overview of the System Security module and then covers setup procedures, menu and password security, locks, and user action audit trail administration.

  • Level: Basic

  • Prerequisites: Core New User Training sequence: IDEAS UI Navigation series and Introduction to IDEAS Architecture

  • Audience: Those who are responsible for IDEAS user setup and security

  • Course Length: Half day

IDEAS Enhanced Security

The IDEAS Enhanced Security module complements the System Security module by providing additional security for the major inquiry and reporting features within IDEAS. Specifically, it allows security to be assigned within an inquiry or reporting function, rather than at the menu level. Within a single database, a user’s ability to perform element inquiries or run reports can be restricted, while others can be granted full access to those same functions. This course provides an overview of the IDEAS Enhanced Security module and then covers System options and detailed functionality within the Enhanced Security module itself that you can use to restrict user access and enhance security.

  • Level: Intermediate

  • Prerequisites: IDEAS System Security class

  • Audience: Those who are responsible for IDEAS user setup and security

  • Course Length: Half day

Materials Management System (MMS)

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Warehousing

The IDEAS Materials Management System (MMS) is a fully integrated, comprehensive capability for requisitioning, procurement, warehousing and inventory accounting for oil and gas development projects. The Warehousing module is an integral part of this functionality. This course provides an overview of the IDEAS Warehousing module, Warehousing setup and Warehousing utilities. Detailed functionality and data entry information is covered for processes provided by the Materials Requisition Menu, Warehouse Transaction Menu, and Warehouse Stock Inquiry Menu. The course concludes with an overview of reports, worksheets and logs provided by the Warehouse Reports Menu.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series, IDEAS Product Overview

  • Audience: Those who use the IDEAS MMS modules

  • Course Length: 2 days

Requisition Processing

The IDEAS Materials Management System (MMS) is a fully integrated, comprehensive capability for requisitioning, procurement, warehousing and inventory accounting for oil and gas development projects. The Purchase Requisition module is an integral part of this system and provides the following functionality: Generates and prepares purchase requisitions remotely for consolidation at a central purchasing location; electronically creates purchase orders, work orders and contracts, tracks requisitions to purchase orders to invoices and payments; and automatically converts requisition amounts to the purchasing currency. This course covers the IDEAS Inventory Accounting module utilities, transaction processing, journalization, and standard reports.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series, IDEAS Product Overview

  • Audience: Those who use the IDEAS MMS modules

  • Course Length: 1 day

Purchase Document

The Purchase Documents module is part of the IDEAS Materials Management System (MMS) and provides the following functions: Processes multiple types of purchase documents, customizes purchase order forms, purchases in a currency other than the requisitioning currency, consolidates multiple requisitions into a single purchase order, and ensures appropriate payment to supplier by invoice matching and tolerance checking. This course covers Purchase Documents process flow, implementation steps, monthly usage, standard reports and Purchase Documents Inquiry.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series, IDEAS Product Overview

  • Audience: Those who use the IDEAS MMS modules

  • Course Length: 2 days

Inventory Accounting

The IDEAS Materials Management System (MMS) is a fully integrated, comprehensive capability for requisitioning, procurement, warehousing and inventory accounting for oil and gas development projects. and cost savings. The Inventory Accounting (IA) module is an integral part of this functionality. This course covers the IDEAS Inventory Accounting module utilities, transaction processing, journalization, and standard reports.

  • Level: Basic

  • Prerequisites: IDEAS UI Navigation series, IDEAS Product Overview

  • Audience: Those who use the IDEAS MMS modules

  • Course Length: 2 days

MMS Case Studies

 The IDEAS Materials Management System (MMS) Case Studies are a collection of supplementary training materials used with MMS training courses. Case Studies include:

  • MMS Case Studies: Stock Cases

  • MMS Case Studies: Additional Cases or FAQ

 



Oil & Gas Financials

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Class

Description / Level / Prerequisites / Audience / Course Length

Training Guide

Joint Interest Billing

The Joint Interest Billing module gives you the ability to process, control, allocate and bill joint venture expenses.  The JIB module receives data from the Accounts Payable and General Ledger modules to create billable transaction records for each AFE /property-bill code combination.  If the AFE/property-bill code has an associated, valid and active Division of Interest (DOI), JIB bills expenses to joint interest partners and prepares the necessary entries to automatically update the Accounts Receivable and General Ledger modules.  The journal entries for related entities are automatically prepared, relieving the user from the task of recording these transactions manually. 

  • Level: Basic

  • Prerequisites IDEAS UI Navigation series, IDEAS Product Overview

  • Audience: Those who use the IDEAS JIB module

  • Course Length: 3 days

  File Modified

PDF File IDEAS Adv FRW Training Guide v1.pdf

Feb 07, 2018 by IFS Energy & Resources

PDF File IDEAS AP Training Guide v3.pdf

Mar 15, 2019 by IFS Energy & Resources

PDF File IDEAS Beg FRW Training Guide v1.pdf

Feb 07, 2018 by IFS Energy & Resources

PDF File IDEAS Catalog v10.pdf

May 29, 2018 by IFS Energy & Resources

PDF File IDEAS Currency Conversion Training Guide v3.pdf

Mar 15, 2019 by IFS Energy & Resources

PDF File IDEAS Enhanced Security Training Guide v1.pdf

Nov 06, 2017 by IFS Energy & Resources

PDF File IDEAS GL Training Guide v3.pdf

Mar 15, 2019 by IFS Energy & Resources

PDF File IDEAS JIB Training Guide v1.0.pdf

May 29, 2018 by IFS Energy & Resources

PDF File IDEAS MMS Case Studies_Additional Cases or FAQ v2.pdf

Aug 02, 2018 by IFS Energy & Resources

PDF File IDEAS MMS Case Studies_Stock Cases v2.pdf

Aug 02, 2018 by IFS Energy & Resources

PDF File IDEAS MMS Inventory Accounting Training Guide v1.pdf

Nov 13, 2017 by IFS Energy & Resources

PDF File IDEAS MMS Purchase Documents Training Guide v1 (1).pdf

Jul 06, 2018 by IFS Energy & Resources

PDF File IDEAS MMS Purchase Documents Training Guide v1.pdf

Nov 13, 2017 by IFS Energy & Resources

PDF File IDEAS MMS Requisition Processing Training Guide v1.pdf

Nov 13, 2017 by IFS Energy & Resources

PDF File IDEAS MMS WarehousingTraining Guide v1.pdf

Nov 13, 2017 by IFS Energy & Resources

PDF File IDEAS Product Overview Training Guide v3.pdf

Feb 27, 2019 by IFS Energy & Resources

PDF File IDEAS Purchase Taxes Training Guide v2.pdf

Aug 02, 2018 by IFS Energy & Resources

PDF File IDEAS Spreadsheet Link Training Guide v2.pdf

Aug 02, 2018 by IFS Energy & Resources

PDF File IDEAS System Security Training Guide v1.pdf

Nov 06, 2017 by IFS Energy & Resources

PDF File IDEAS UI Navigation Module 1 Training Guide_v2.pdf

Nov 06, 2017 by IFS Energy & Resources

PDF File IDEAS UI Navigation Module 2 Training Guide v2.pdf

Nov 06, 2017 by IFS Energy & Resources




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