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Course Catalog

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  Access to Information

An intermediate course focusing on all mechanisms of reporting, including legacy reports, standard crystal reports, and the PENTA Workbench.

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  Accounts Payable & Routing

An intermediate course focusing on the setup & configuration of Accounts Payable, processing of vendor invoices via automated routing, and exception management.

  Advanced ECM

An advanced course in OnBase focusing on Microsoft integrations, electronic form building, foldering, and mobile technology.

  Automated Invoicing

An intermediate course focusing on the setup and configuration of automated invoicing for lump sum, cost plus, time & material and unit price contracts, as well as the process of issuing standard layout invoices and AIA formatted invoices.

  Crystal Report Writing - Advanced

An advanced course focusing on more complex functionality within the Crystal Reports program.

  Crystal Report Writing - Basic

An introductory course focusing on the basics of SQL, PENTA database structure, and basic Crystal Report writing.

  Employee Management

An introductory course focusing on the employee setup, tracking (Tools, Skills, Certifications, etc), reporting, and the Employee Portal.

  End of Year Processing

An introductory course focusing on calendar end of year processing in PENTA.

  Equipment Management

An intermediate course focusing on PENTA Equipment Management setup, configuration and processing for Equipment Charging (utilization tracking), Preventive Maintenance Scheduling, Equipment Expense Tracking (profitability reporting) and Equipment Location Management.

  Finance & Accounting

An intermediate course focusing on setup and configuration of the Finance & Accounting Module, including reviews of key processes like Revenue Recognition, Monthly Accruals, Allocations of Indirect Costs, Period Closes and Reporting.

  Fixed Asset Management

An intermediate course focusing on PENTA Fixed Asset Management setup, asset Acquisitions, Dispositions, Book Depreciation and Tax Depreciation.

  Intro to Enterprise Content Management

An introductory course focusing on PENTA document control and the core integrations between PENTA and OnBase for linking and retrieving documents.

  Intro to PENTA

An introductory course focusing on basic navigation, setup/configuration, security, user preferences, reporting, and a brief overview of screens and modules.

  Job Cost Management

An intermediate course focusing on PENTA’s job cost management controls specific to estimates, committed costs, change management, forecasting, Project Review & Forecast Entry, and reporting.

  Job Cost Management Setup

An intermediate course focusing on setup and configuration of PENTA’s work breakdown structure, including Cost Code Segments, Cost Code Breakdowns, Cost Types, Standard Cost Code Descriptions, Cost Code Structures and Job Types.

  Mobile Time Collection - eTIME

An introductory course focusing on setup and configuration of the eTime mobile and web app, as well as processing and workflow.

  Mobile Time Collection - MFS

An intermediate course focusing on setup and configuration of the Mobile Field Service (MFS) mobile app, as well as processing and workflow.

  Mobile Time Collection - T.E.P.

An introductory course focusing on setup and configuration of the Time Equipment Production (TEP) mobile and web app, as well as processing and workflow.

  Payroll - Advanced

An advanced course focusing on PENTA Payroll for union setup, non-union setup, prevailing wage calculations, certified payroll reporting. union reciprocity, retroactive payroll adjustments, multi-state employers, and management of taxes, insurances, and benefits.

  Payroll - Basic

An introductory course focusing on PENTA Payroll setup, configuration, and processing.

  PENTA Doc Gen

An introductory course that covers the basics of PENTA Doc Gen form development and maintenance.

  PENTA Release Review

An intermediate course focusing on new features and functionality added to future releases of PENTA.

  PENTA Workbench

An introductory course focusing on PENTA Workbench Tool for creating web dashboards to be utilized for real time access to information.

  Project Administration

An intermediate course focusing on the creating, logging, and tracking of RFI's, Submittals, Drawings, and other non-cost related project needs.

  Requisition & Purchasing

An intermediate course focusing on setup and configuration of Purchasing, as well as the complete process of Requisitioning through purchasing and receiving.

  Service Call Taking & Dispatch

An intermediate course focusing on the setup and configuration of the Customer Console and Dispatch Board, and process flow of taking a call through dispatching to service technicians.

  Service Management Processing

An intermediate course focusing on the workflow of processing Work Order and Maintenance Contracts through to cost recognition, revenue recognition, and billing.

  Service Quoting & Maintenance

An intermediate course focusing on the setup and configuration of Service Quoting for Work Orders and Maintenance Contracts.

  Workbench - Developer Training

An advanced course focusing on PENTA workbench developer training using Logi Analytics.

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Penta Technologies, Inc.

250 S. Executive Drive, Suite 201
Brookfield, WI 53005
(P) 262.782.7700
support@penta.com