Core Module Learning
- IFS Energy & Resources
- IFS Energy & Resources (Deactivated)
- Bobby Lo (Unlicensed)
- IFS Energy and Resources (Deactivated)
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 |
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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.
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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.
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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.
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Base Financials
Class | Description / Level / Prerequisites / Audience / Course Length | Training Guide |
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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Materials Management System (MMS)
Class | Description / Level / Prerequisites / Audience / Course Length | Training Guide |
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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.
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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.
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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.
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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.
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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:
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Oil & Gas Financials
Class | Description / Level / Prerequisites / Audience / Course Length | Training Guide |
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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.
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