Ceres 2009 Training Webinars
Note: Updated 9/4/14
Getting Started An Introduction to Ceres 2009
This overview class is a great first step in learning Ceres 2009. You’ll understand navigation and filtering, how to login to the database, navigate through the system, pull down menu options, how to find, view and filter information.
Watch the Getting Started An Introduction to Ceres 2009 Training Video in full screen mode.
Ceres 2009 Accounts Payables
An overview of the Payments “FastTab” on the Vendor Card. You’ll explore the payment journal for processing vendor payments, entering and posting manual checks, set up and use of payment discounts and payment tolerance and other accounts payable transactions.
Watch the Ceres 2009 Accounts Payables Training Video in full screen mode.
Ceres 2009 Account Schedules
An overview of Account Schedules including: how to create and update new financial reports using Account Schedules, creating and updating the contents of an Account Schedule, reports and filter settings used for generating and printing reports. This webinar was updated in 2014 and is now broken into a few short video clips. Watch all videos in the Ceres 2009 Account Schedules training series or watch individual videos from the links below.
Account Schedules Introduction
Part 1 – Account Schedules setup and modifying
Part 2 – Account Schedule column layouts, setup, modification and review
Agency Express for Ceres
An overview of Agency Express for Ceres.
Ceres 2009 Agencies & Receivables Reporting
An overview of common receivables reporting tools; including, but not limited to: Aged A/R, Agency Listing, Agency/Item Statistics, Top Agency List, Agency/Parent Agency Statement, Agency Order Status, Agency Days and Hours and Items on Agency Orders.
Watch the Ceres 2009 Agencies & Receivables Reporting Training Video in full screen mode.
Ceres 2009 Agency Order Processing Shipment Option 1
An overview of Agency Order Processing with all tasks completed from the Agency Order only.
Watch the Ceres 2009 Agency Order Processing Shipment Option 1 Training Video in full screen mode.
Ceres 2009 Agency Order Processing Shipment Option 2
An overview of Agency Order Processing including Inventory Picks.
Watch the Ceres 2009 Agency Order Processing Shipment Option 2 Training Video in full screen mode.
Ceres 2009 Agency Order Processing Shipment Option 3
An overview of Agency Order Processing with Warehouse Shipments.
Watch the Ceres 2009 Agency Order Processing Shipment Option 3 Training Video in full screen mode.
Ceres 2009 Agency Overview
Agency Relations: An overview of Agency and Parent Agency and Shopper set up and the key fields related to Feeding America reporting and Web Processing on the cards (such as UNC Food Bank ID, SDO, Food Bank Program, FBC County Code, Permit Web Orders, UNC Activity Status, Credit Limit, Location, etc.). Review Agency Days & Hours setup.
Watch the Ceres 2009 Agency Overview Training Video in full screen mode.
Analyzing G/L Data in NAV & Ceres
We will review multiple ways to analyze the General Ledger in NAV & Ceres. By the end of class, attendees will become familiar with:
- Chart of Account
- Source Codes
- Posted Documents
- G/L Registers
- Posted Entries
Basic Grant Setup Usage
We review setup needed for grants. Amounts specified for usage for individual agency use. How to create grants, receive grant funds, set up grant qualifiers.
Ceres 2009 Bank Accounts & Bank Reconciliation
You’ll learn how to set up your bank accounts in Ceres 2009, get an overview of the Bank Account Card, learn how to enter and post payments received from customers and payments to vendors. You’ll also review the Bank Reconciliation process.
Watch the Ceres 2009 Bank Accounts & Bank Reconciliation Training Video in full screen mode.
Ceres 2009 Cash Management
Understand cash management steps and best practices for Ceres and NAV 2009 with this informative webinar. Attendees become familiar with the Bank Account Card, entering and posting payments to Vendors, the process to financially void a check, and the bank Reconciliation process.
Watch the Ceres 2009 Cash Management Training Video in full screen mode.
Change Log Set Up
Understanding change logs and how to use them. Set up, clearing and more.
Costing in NAV
By the end of the class, attendees should understand how NAV calculates cost. You will:
- Review the NAV 2013 Whitepaper on Costing
- Follow the flow of an entry in the system to understand costing in NAV
- Understand what the Adjust Cost Function does
Ceres 2009 Customizing Role Centers
This class helps you customize your workspace, workflow and navigation to shorten repetitive processes and improve productivity.
Watch the Ceres 2009 Customizing Role Centers Training Video in full screen mode.
Ceres 2009 Donation Purchase Order Processing-Option 1 From Order
An overview of Purchase & Donation Order Processing from order only.
Watch the Ceres 2009 Donation Purchase Order Processing-Option 1 From Order Training Video in full screen mode.
Ceres 2009 Donation Purchase Order Processing-Option 5 Warehouse Receipt
An overview of Purchase & Donation Order Processing with Warehouse Receipt into Receiving Bin.
Watch the Ceres 2009 Donation Purchase Order Processing-Option 5 Warehouse Receipt Training Video in full screen mode.
Ceres 2009 Donation Reporting Overview
An overview of common donation reporting tools; including, but not limited to: Donor/Item Rec. Statistics, Prod. Type/Item Rec Statistics, Posted Donation Receipt, Parent Donor Statement, and Food Drive Statement. This webinar was updated in 2014 and is now broken into five short video clips.
Watch all five short videos in the Ceres 2009 Donation Reporting Overview or watch individual videos in the series listed below.
Part I Donation Receipt & Posted Donation Receipt
Part II Blue Receipt Activity Report
Part III Parent Donor & Food Drive Statements
Part IV Donor/Item Receiving Statistics & Product Type/Item Receiving Statistics Reports
Global Dimensions NAV & Ceres
- Explore an overview of the dimension and dimesnion value types and setup, including Global, Shortcut, and Budget
- Understand the levels of default dimensions
- Learn how to set up and use default dimension priorities.
Fixed Asset Setup in NAV & Ceres
After attending this webinar, you will be familiar with
- Creating new fixed Assets
- Creating new books
- Reporting the fixed assets on financial statements
How to get the most out of the Ceres 4.0 Testing Plan
A thorough overview of the implementation/upgrade testing plan for Ceres & NAV Upgrades. Make sure your team is ready for your new implementation or upgrade by watching this detailed video.
Ceres 2009 Posting Groups
An overview of posting group setup, including General Posting Setup, Inventory Posting Setup and Tax Posting Setup and how it relates to the chart of accounts. Includes a demonstration of how posting groups direct a sales transaction.
Watch the Ceres 2009 Posting Groups Training Video in full screen mode.
Ceres 2009 Receipts & Distribution
An in-depth class that digs into the setup and data components that go into reports, and determining which data is included in the reports.
Watch the Ceres 2009 Receipts & Distribution Training Video in full screen mode.
Ceres 2009 Receivables Management Overview
An overview of the Payments FastTab on the Customer Card, using the Cash Receipt Journal to post payments received from a customer, applying/un-applying customer ledger entries, reversing customer ledger entries posted from a journal, Payment Discounts & Payment Tolerance setup and use, Reminders & Finance Charge Memos set up and use, and review of the Customer Ledger Entries and Detailed Customer Ledger Entries.
Watch all six short videos in the Ceres 2009 Receivables Management Overview or watch individual videos in the series listed below.
Intro – Receivables Management Overview
Part I – Payments FastTab on the Agency Card
Part II – Using Cash Receipt Journal to Receive & Post Payment
Part III – Agency Ledger & Detailed Agency Ledger Entries (coming soon)
Part IV – Applying & Unapplying Agency Ledger Entries (coming soon)
Part V – Reversing Agency Ledger Entries (coming soon)
Ceres 2009 Recommended Year-End Physical Inventory
Explore the Physical Inventory process in Ceres 2009, including a review of the documents that should be reviewed and run before the Physical Inventory count is taken, how to run the Physical Inventory Journal, and how to update inventory in Ceres based on the actual physical count.
Watch the Ceres 2009 Recommended Year-End Physical Inventory Training Video in full screen mode.
Ceres 2009 Recurring Journal Entries
Watch the Ceres 2009 Recurring Journal Entries Training Video in full screen mode.
Security and Permissions
Understanding and setting up Security and Permissions in Ceres 2009
Troubleshooting Permissions in NAV & Ceres
By the end of the class, attendees should understand how to troubleshoot security settings and permissions.
Topics for the webinar include:
- It’s an iterative process (requires coordination with user)
- Understanding the differences between RTC vs. Classic security denied messages
- Determining what change needs to be made for the user to access the required functionality
- How to find the Role or Roles that needed access is in currently
- How to create a New Security Role (both user specific and reusable role)
What’s New in NAV 2013 & Ceres 4.0
By the end of the webinar you will understand the new features and functionality in NAV 2013, NAV 2013 R2 & Ceres 4.0. You’ll get an overview of what’s new and understand what features you are missing in your current system.
