EXCALIBUR COURSE CATALOG CLASSROOM AND WEBINAR TRAINING P2 Products Course Catalog

Transcription

1 EXCALIBUR COURSE CATALOG CLASSROOM AND WEBINAR TRAINING

2 Catalog Version P2 Excalibur Course Catalog, version 15, published October 2017 Copyright Notice 2017 P2 Energy Solutions. All rights reserved. No reproduction without written permission. While all reasonable care has been taken in the preparation of this document, no liability is accepted by the authors, P2 Energy Solutions, for any errors, omissions or misstatements it may contain, or for any loss or damage, howsoever occasioned, to any person relying on any statement or omission in this document. Any questions regarding this document should be forwarded to: P2 Energy Solutions 1670 Broadway, Suite 2800 Denver, CO United States Page 2

3 Table of Contents Excalibur Training Program... 4 Training Website... 4 Training Options... 4 How to Register for a Scheduled Training Webinar... 5 All Training: Cancellation, Refund and Complaint Resolution Policies... 5 Training Accreditation... 5 Class Fees... 6 Training Webinars... 7 Excalibur 1099 Processing Refresher... 7 Excalibur 1099 Processing Series... 8 Excalibur Accounts Payable Module... 9 Excalibur Accounts Receivable Module Excalibur Advanced Adhoc Query Excalibur Authorization for Expenditure Excalibur Basic Adhoc Query Excalibur Financial Subroutines (Spreadsheet Interface Excel) Excalibur General Ledger Module Excalibur Joint Interest Billing Excalibur Land Lease Records Module Excalibur Land Maintenance Programs Excalibur Land Payment Processing Excalibur Name Address Master Excalibur Report Manager Excalibur Revenue I: Setup and Interfaces Excalibur Revenue II: Data Entry and Processing Excalibur User Interface Navigation Classroom Instruction Excalibur 1099 Processing Excalibur Accounts Payable System Excalibur Accounts Receivable System Excalibur Advanced Adhoc Query Excalibur Authorization for Expenditure Page 2

4 Excalibur Basic Adhoc Query Excalibur Cost Setup and Processing Excalibur Financial Subroutines (Spreadsheet Interface Excel) Excalibur General Ledger System Excalibur Joint Interest Billing Excalibur Land Lease Division Orders I: Data Entry and Reporting Excalibur Land Lease Records System Excalibur Land Legal Contracts Excalibur Land Maintenance Programs Excalibur Land Mineral Deeds Excalibur Land Payment Processing Excalibur Name Address Master Excalibur Payout Module Excalibur Report Manager for End Users Excalibur Report Manager for System Administrators Excalibur Revenue System Day 1: Excalibur Revenue System Setup Day 2: Excalibur Revenue Data Entry and Processing Excalibur System Builder User Setup, Security and Menus Excalibur User Interface Navigation Page 3

5 Excalibur Training Program Training Website Visit the Excalibur Training webpage at for current webinar Calendars and Course Catalog with complete information about all Excalibur training options, including course descriptions and pricing information. Training website link: Training Options Excalibur offers the following types of instructor-led training: Training Webinars For a schedule of upcoming webinars please refer to the Calendar on the P2 Excalibur Training website: > Services > Training > Excalibur. See Training Webinars section in this catalog for complete course descriptions. Classroom Instruction Classes may be held at a P2 Training Facility or at client offices. See Classroom Instruction section in this catalog for complete course descriptions. Contact the P2 Training Department at or p2training@p2energysolutions.com to schedule a class. Customized Instruction You may custom-schedule classes to be held at your company offices, at our Denver or Houston training centers, or as training webinars. We can tailor the content to your needs. To arrange a custom class, contact the P2 Training Department at or p2training@p2energysolutions.com. Page 4

6 How to Register for a Scheduled Training Webinar Webinar sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password or for questions, please p2training@p2energysolutions.com. CPE Credits: Please note that in order to receive a CPE certificate you must register for a webinar; you cannot receive a certificate if you are an additional participant in the room with someone else who has registered. Additional registrations by a client for the same webinar on the same date, in order to receive a CPE certificate, are charged only $50 for the second registration. You must also notify P2 that you need CPEs, at least one week before the webinar in order for us to have time to put NASBA requirements in place for webinar polling questions and Attention-Tracking reports. All Training: Cancellation, Refund and Complaint Resolution Policies For your convenience, we will bill you for your class at the end of the month following the class date. In the event that you must cancel your registration, send to P2training@p2energysolutions.com 48 hours or more prior to the class or webinar start time, to avoid being billed for the webinar. For more information regarding administrative policies such as complaint and refund, please contact the Training department at Training Accreditation Many of our scheduled training webinars and scheduled classroom training courses are registered with NASBA. Contact the P2 Training department P2training@p2energysolutions.com for information about specific courses. Please note that elearning and other types of recorded or self-study training are NOT accredited with NASBA. Page 5

7 Class Fees Training Pricing Offering Pricing Discounts Conditions Standard Classroom Training at P2 Office Location or Client Offices $699 per day per person $349 per half-day per person 3-4 at 20% (only attendees 3-4) 5-6 at 50% (only attendees 5-6) 7+ at 75% (only attendees 7+) Minimum of 3 students 2 nd teacher may be required at 7 students If any customization is done to standard classes, additional charges are applicable Standard consulting hourly rate for customized set up, development and planning + travel expenses Customized set up, development & planning time is not discounted Webinar Training Class If any customization is done to standard classes, additional charges are applicable $250/hour participants & 1 connection $300/hour 6-10 participants & 1 connection $350/hour 10+ participants & 1 connection Standard consulting hourly rate for customized set up, development and planning Only the person who registers for a webinar is eligible to receive a CPE certificate; additional registrations by a client for the same webinar on the same date in order to receive a CPE certificate are charged only $50 for the second registration. Clients with multiple locations needing to connect to the session must have each site register for a connection. Page 6

8 Training Webinars The following webinars are scheduled periodically and a calendar can be viewed on the P2 Excalibur Training website: > Services > Training > Excalibur. You may also custom-schedule webinar training, and the contents may be customized to your needs. To arrange a custom class, contact the P2 Training Department at p2training@p2energysolutions.com. Excalibur 1099 Processing Refresher This webinar training is a two-hour session is offered each year to provide experienced Excalibur users with a review of Excalibur 1099 Processing and 2016 tax year updates. This class provides a refresher of master file setup, 1099 Information gathering process (COM450), modifying 1099 information (COM460), creating Federal 1099 forms (COM480 / COM484), creating State 1099 forms (COM481), and creating file for upload to IRS Fire System (COM499). It also covers 2016 tax year updates affecting Excalibur processing. This webinar is appropriate for those who have experience with processing 1099s using the Excalibur software. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Review of master file setup 1099 Information gathering process (COM450) Modify 1099 information (COM460) Create Federal 1099 forms (COM480 and COM484) Create State 1099 forms (COM481) Create file for upload to IRS Fire System (COM499) 2016 Tax Year Updates Class Level: Intermediate... CPE Credits: 2 Prerequisites: Excalibur 1099 processing experience... Class Length: 2 hours Delivery: Group-Internet-Based... Advanced Preparation: None Field of Study: Specialized Knowledge of Applications Page 7

9 Excalibur 1099 Processing Series This webinar training is a two-part course offered as two sessions, each session 1.5 hours. This class provides in-depth training on 1099 Processing for users who are new to the Excalibur 1099 Processing module. This course covers 1099 Information gathering process (COM450), modifying 1099 information (COM460), creating Federal 1099 forms (COM480 / COM484), creating State 1099 forms (COM481), and creating file for upload to IRS Fire System (COM499). It also covers 2016 tax year updates affecting Excalibur processing. This webinar is appropriate for new Excalibur users or those who have not used the Excalibur software to process 1099s. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. High-level overview of 1099 Processing steps Review of master file setup 1099 Information gathering process (COM450) Modify 1099 information (COM460) Create Federal 1099 forms (COM480 and COM484) Create State 1099 forms (COM481) Create file for upload to IRS Fire System (COM499) What s new for the 2016 tax year Class Level: Basic... CPE Credits: 3 Prerequisites: Excalibur UI Navigation... Class Length: 3 hours Delivery: Group-Internet-Based... Advanced Preparation: None Field of Study: Specialized Knowledge of Applications Page 8

10 Excalibur Accounts Payable Module This training webinar is a two-part course offered as two sessions, each session two hours. This course covers a review of AP setup, data entry including Invoice data entry, check processing, and reports. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Perform Accounts Payable Setup Perform Invoice Data Entry Session Two: Perform Check Processing Run AP Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 9

11 Excalibur Accounts Receivable Module This training webinar is a two part course offered as two sessions, each session two hours. This course covers a review of AR setup, data entry, check processing, and reports. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Perform Accounts Receivable Setup Perform AR Data Entry Session Two: Perform AR Processing Tasks Run AR Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 10

12 Excalibur Advanced Adhoc Query This training webinar is a two part course offered as two sessions, each session 1.5 hours. This course covers complex reports with multi-sentence queries, list processing, advanced custom headings and footings, and advanced calculations. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Database Concepts and Multi-valued Data List Processing Session Two: Labels Advanced Custom Headings Advanced Calculations Class Level: Advanced... Prerequisites: Basic Adhoc Query CPE Credits: 3... Delivery: Group-Internet-Based Class Length: 3 hours... Field of Study: Specialized Knowledge of Applications Page 11

13 Excalibur Authorization for Expenditure This webinar training is a two-hour session that covers a review of Authorization for Expenditure (AFE) setup and reporting. This webinar is appropriate for those on Excalibur version 8.0 release. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. AFE Setup AFE Reporting Class Level: Intermediate... Prerequisites: Navigation CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2 hours... Field of Study: Specialized Knowledge of Applications Page 12

14 Excalibur Basic Adhoc Query This training webinar is a two part course offered as two sessions, each session 1.5 hours. This course teaches how to create basic queries, set query permissions, output options, sequence data, selection criteria, user prompting, and how to total and subtotal report data. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Getting Started Edit or Copy Saved Queries Query Permissions Report Output Options Query Verbs Display Fields Formatting Data Sorting Data Session Two: Selecting Data Prompt for Values Grouping Data Totals and Subtotals Class Level: Intermediate... Prerequisites: Navigation CPE Credits: 3... Delivery: Group-Internet-Based Class Length: 3 hours... Field of Study: Specialized Knowledge of Applications Page 13

15 Excalibur Financial Subroutines (Spreadsheet Interface Excel) This training webinar for the Financial Subroutines (the Excalibur Spreadsheet Interface for Excel) is a 2- hour session that covers interface setup, function capabilities, syntax, how to execute functions and how to use the Drill down function. Online training sessions are selfregistering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Features and Functions Preliminary Processes Program Functions Syntax and Examples Class Level: Intermediate... Prerequisites: Navigation, Microsoft Excel experience CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2 hours... Field of Study: Specialized Knowledge of Applications Page 14

16 Excalibur General Ledger Module This training webinar is a two part course offered as two sessions, each session two hours. The course is designed to teach end users how to enter the chart of accounts and vouchers, GL processing tasks including posting and transfers, and reporting. It also includes GL556 Drilldown Reporting available in the NexGen release. Online training sessions are selfregistering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Master File Setup & Chart of Accounts Master Journal Data Entry Session Two: Posting Process Financial Reports Drilldown Reporting (GL556) Question and Answer Session Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 15

17 Excalibur Joint Interest Billing This training webinar is a two part course offered as two sessions, each session two hours. This course covers a review of Joint Interest Billing (JIB) setup; JIB reporting; and JIB processing, including the new Customer Invoice Inquiry and Drilldown (JIB860) process. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: JIB Setup JIB Reporting Session Two: JIB Processing Customer Invoice Inquiry and Drilldown Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 16

18 Excalibur Land Lease Records Module This training webinar is a two part course offered as two sessions, each session two hours. The course covers LLR features, data entry and reporting, with emphasis on tracting abilities, obligation data entry, reporting and documentation. Online training sessions are selfregistering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Initial Tracting/Lease Setup Initial Lease and Tract Data Entry Initial Well Setup and Data Entry Initial Unit Setup and Data Entry Session Two: Lease and Owner Reporting Monthly Obligation Reporting Monthly Acreage Reporting Question and Answer Session Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 17

19 Excalibur Land Maintenance Programs This training webinar is a 2-hour session that covers the maintenance processes in the LLR and Land Contracts systems, including common maintenance functions that let you increase your efficiency in maintaining your Land records. Take this class if you are responsible for 1) updating lease records due to assignments changes of operator for wells, or any other type of ongoing mass maintenance, 2) updating contract records. Online training sessions are selfregistering through the P2TrainingCenter.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Copy Leases from one company to another Copy tract information within a lease and from one lease to another Update leases with assignment information Delete an entire lease from the system Update specific fields, including remarks, of leases wells and contracts with the same information Class Level: Intermediate... Prerequisites: LLR System CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2... Field of Study: Specialized Knowledge of Applications Page 18

20 Excalibur Land Payment Processing This training webinar is a 2-hour session that focuses on the elements required to generate checks into AP and AR, including system and data setup, monthly processing, and check generation interface to AP and AR. Online training sessions are self-registering through the P2TrainingCenter.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Before Payment Processing (Initial setup procedures, prerequisites, preprocess reports) Payment Processing After Payment Processing (Post-process reports, voided check process, reissued check process) Class Level: Intermediate... Prerequisites: LLR System CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2... Field of Study: Specialized Knowledge of Applications Page 19

21 Excalibur Name Address Master This one-hour webinar session focuses on the Name Address Master program and related files. Participants will learn how to properly set up records that will be used for processing in other Excalibur modules such Accounts Payable, Accounts Receivable, Revenue, and Land Lease Records. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Review procedures on how to enter new Name and Address records for use throughout Excalibur Review best practices to avoid setting up duplicate Name and Address records for an individual or entity and when it might be necessary Review of master file and code tables used in Name Address Master Review screens and fields that affect 1099 processing at year-end Review of standard reports Class Level: Basic... Prerequisites: Navigation CPE Credits: 1... Delivery: Group-Internet-Based Class Length: 1 hour... Field of Study: Specialized Knowledge of Applications Page 20

22 Excalibur Report Manager This training webinar is a 2-hour session that covers how to set up and modify print parameters and print output, set up destinations (printers and desktop solutions) and set up custom assignments. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Report Manager Features How to View Reports How to Print Reports Queue Administration Hold Files Standard and Custom Forms Custom Print Assignments Custom Output Assignments Class Level: Basic... Prerequisites: Navigation CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2 hours... Field of Study: Specialized Knowledge of Applications Page 21

23 Excalibur Revenue I: Setup and Interfaces This training webinar is a two part course offered as two sessions, each session two hours. This course covers setup of Revenue system master files and code files, and provides critical information for implementing Revenue as it interfaces with other Excalibur systems. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Revenue Code File Setup Revenue Master File Setup Session Two: Revenue Master File Setup, continued Considerations and Recommendations for Revenue Interfaces with: o Land Division Orders (LDO system o Excalibur Data Interchange (EDI) System Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 22

24 Excalibur Revenue II: Data Entry and Processing This training webinar is a two part course offered as two sessions, each session two hours. This course covers Revenue data entry and processing, including procedures for daily data entry, monthly processing, and monthly reconciliation. It gives an overview of Revenue reports. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Session One: Daily Data Entry Revenue Calculation and Distribution Session Two: Revenue Detail Analysis Revenue Reconciliation Revenue Reports Class Level: Basic... Prerequisites: Revenue I CPE Credits: 4... Delivery: Group-Internet-Based Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 23

25 Excalibur User Interface Navigation This training webinar is a two hour session that teaches new users how to efficiently navigate the current release of the Excalibur User Interface (UI). We cover how to navigate through menus and programs, execute commands, enter or modify data, use tool bars, grids, hyperlinks, Cross Reference and on-line help. Online training sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password, or for any questions, please P2Training@p2energysolutions.com. Menu Options and Functions Online Help NexGen Form Types Process Navigation and Data Entry Program Buttons and Keyboard Commands Grids, Hyperlinks and Cross Reference Report Viewer Navigation Class Level: Basic... Prerequisites: None CPE Credits: 2... Delivery: Group-Internet-Based Class Length: 2 hours... Field of Study: Specialized Knowledge of Applications Page 24

26 Classroom Instruction Each class includes a training manual and may be scheduled at the P2 Houston training facilities, or at client offices. These classes may also be customized to your needs. Excalibur 1099 Processing This class teaches you how to set up and process 1099s. It includes a summary of 1099 filing requirements, an explanation of how this sub-system accumulates 1099 information, recommendations for efficient methods of reviewing data, and an overview of upcoming enhancements. You will also practice maintaining 1099 information. Take this class if you are responsible for processing 1099s. Overview of 1099s Excalibur Data Accumulation Reviewing Data Processing 1099s Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half Day... Field of Study: Specialized Knowledge of Applications Page 25

27 Excalibur Accounts Payable System The Accounts Payable course provides an overview of suggested setup for the Accounts Payable module, and data entry information including Invoice data entry, check processing and reports. Accounts Payable Setup Different types of Accounts Payable and how to correctly record them in Excalibur Invoice Data Entry Check Processing Accounts Payable Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 26

28 Excalibur Accounts Receivable System This course covers a review of Accounts Receivable setup, data entry, check processing, and reports. Perform Accounts Receivable Setup Perform AR Data Entry Perform AR Processing Tasks Run AR Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Page 27

29 Excalibur Advanced Adhoc Query This class covers advanced Adhoc Query topics that will allow you to create more complex reports with Excalibur data. You will learn how easy it is to create multi-sentence queries with list processing, labels and advanced custom headings. You will also learn some advanced calculations. Hands-on exercises allow you to create each new report component and gain experience that you can take back to work and apply to your reporting tasks. List Processing Create Labels Advanced Custom Headings Commands and Utilities Advanced Calculations Class Level: Advanced... Prerequisites: Basic Adhoc Query CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 28

30 Excalibur Authorization for Expenditure This class covers a review of Authorization for Expenditure (AFE) setup and reporting. AFE Setup AFE Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Excalibur Basic Adhoc Query This course introduces technical and non-technical users to Adhoc Query, Excalibur s native point-and-click report generating tool. We teach beginners how to create basic queries from the Excalibur files, set query permissions and how to output reports to the PC screen, Microsoft (MS) Excel or Word, a printer, or internet browser. You will experience how easy it is to create reports with data sequencing, specific selection criteria, total and subtotal calculations, and to apply custom formatting and security to your report. Create Reports with Data Sorting Create Reports with Selection Criteria Add Total and Subtotal Calculations Apply Custom Formatting and Security to Reports Export Report Data to Report Manager, MS Excel, Word, or an HTML File for Browser Access Class Level: Intermediate... Prerequisites: Navigation CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 29

31 Excalibur Cost Setup and Processing This class covers setup and processing for the cost suite base financial modules: Accounts Payable (AP) Authorization for Expenditure (AFE) Joint Interest Billing (JIB) Accounts Receivable (AR) We also review monthly processing procedures, standard reports, and how these four modules interface with each other. Initial System Setup AP Invoice Data Entry Delay Rental Processing AP System Processing AFE Reporting JIB Processing Accounts Receivable Processing Class Level: Basic... Prerequisites: Navigation CPE Credits: Delivery: Group-Live Class Length: Two days... Field of Study: Specialized Knowledge of Applications Page 30

32 Excalibur Financial Subroutines (Spreadsheet Interface Excel) Sometimes called the Excalibur Spreadsheet Interface for Excel, this class shows you how spreadsheet functions retrieve data from Excalibur while you work in Microsoft Excel. It also covers interface setup, function capabilities, syntax, how to execute functions, and how to use the Drill down function, as well as providing practice in setting up spreadsheets using Excalibur data. You should already be familiar with using a spreadsheet before taking this class. Take this class if you need to import Excalibur financial data into an Excel spreadsheet. Overview of Features and Functions Preliminary Processes o Setting up Groups for Functions o Connecting to the Database Syntax and Examples of the Functions o AFE_AMT o ALED_AMT o CC_AMT o CCA_AMT o GL_AMT o LLED_AMT o PLED_AMT o PRIM_AMT Drilldown Function Custom Queries Class Level: Intermediate... Prerequisites: Navigation, Microsoft Excel experience CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 31

33 Excalibur General Ledger System This class includes entering the chart of accounts and vouchers, posting, transfers, and reporting, including a very brief look at the functionality offered by the Excalibur spreadsheet interface. Take this class if you are responsible for setup, data entry, processing, or reporting tasks. Data Entry o Chart of Accounts Setup o Group Maintenance o GL Voucher Processing o GL Voucher Posting o System Posting o Transfer to History o Spreadsheet Uploads Reporting o On-line o Printed o Report Generators o Brief description of spreadsheet Interfaces functionality Common Client Issues and Troubleshooting Class Level: Basic... Prerequisites: Navigation CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 32

34 Excalibur Joint Interest Billing This course covers a review of Joint Interest Billing (JIB) setup; JIB reporting; and JIB processing, including the new Customer Invoice Inquiry and Drilldown (JIB860) process. JIB Setup JIB Reporting JIB Processing Customer Invoice Inquiry and Drilldown Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: 4 hours... Field of Study: Specialized Knowledge of Applications Excalibur Land Lease Division Orders I: Data Entry and Reporting This class covers how to implement the setup required by the LDO system to build a division of interest (DOI). You will learn how to create Contractual Maintenance (SS) marketing decks and revenue decks. You will also gain familiarity with specific standard Excalibur reports and be able to run the reports. Take this class if you are responsible for any phase of division order administration. We also recommend this class for personnel with responsibilities in gas administration, gas balancing, or revenue. Prerequisites: Industry knowledge of basic division order terminology and practices; the Excalibur User Interface Navigation course. Implement the setup required by the Excalibur LDO system to build a division of interest (DOI) Create Contractual Maintenance (SS) marketing decks and revenue decks Access and run specific standard Excalibur reports Class Level: Basic... Prerequisites: Navigation CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 33

35 Excalibur Land Lease Records System This class covers enhanced features, data entry, and reporting of the Land Lease Records system, with emphasis on tracting abilities, obligation data entry, reports, and documentation. We also include troubleshooting techniques and an overview of payment processing. Take this class if you are responsible for any phase of lease records administration. Overview of Land Lease Records Initial Setup and Data Entry o Tracting/Lease Setup o Initial Lease Data Entry o Initial Tract Data Entry Wells and Units o Well Setup o Initial Well Data Entry o Unit Setup o Initial Unit Data Entry Reporting o Lease and Owner Reporting o Monthly Obligation Reporting o Monthly Acreage Reporting Class Level: Basic... Prerequisites: Navigation CPE Credits: 8... Delivery: Group-Live Class Length: Full day... Field of Study: Specialized Knowledge of Applications Page 34

36 Excalibur Land Legal Contracts The Land Legal Contracts course provides an overview of the Excalibur Land Legal Contracts module and features. Main topics covered include data entry, and reporting, with emphasis on obligation and provisional data entry, reports and administrative contract models. This course is designed for personnel who are responsible for administrating contracts of any nature for their organization. The instruction is geared toward both new users and supervisory or managerial level users. Industry knowledge of land legal contracts is assumed for those taking this course. We also recommend that you complete the Excalibur Navigation and the Land Lease Records courses before attending this class. Enter records relating to contractual agreements Duplicate a contract to a new contract, including use of contract templates Enter contract information specific to the oil and gas industry as well as input important agreements found in other industries, using examples from the course which will serve as guidelines Run reports such as text obligation review and contract data sheet Class Level: Intermediate... Prerequisites: Land Lease Records CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 35

37 Excalibur Land Maintenance Programs This advanced class covers the maintenance programs in the Land Lease Records and Land Contracts systems. You will learn common maintenance functions that enable you to increase your efficiency in maintaining your land records. Take this class if you are responsible for 1) updating lease records due to assignments, changes of operator for wells, or any other type of ongoing mass maintenance, or 2) updating contract records. Features and instructions for using the following maintenance programs: o Copy Leases, LLR150 Copy leases from one company to another o Lease/Tract Copy, LLR147 Copy tract information within a lease and from one lease to another o Lease Assignment Data Entry, LLR154 Update leases with assignment information o Lease Deletion, LLR151 Delete an entire lease from the system o Lease Mass Update, LLR190 Update specific fields, including remarks, of leases, wells, and contracts with the same information Class Level: Advanced... Prerequisites: LLR System or LLC System CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 36

38 Excalibur Land Mineral Deeds This course covers LMD system features and data flow, setup (code files), data entry (including the Deed Master, the Deed Lease programs and the Remarks data entry programs), and how to produce LMD reports. Overview of Land Mineral Deeds Initial Setup (Code Files) LMD Data Entry Programs LMD Standard Reports Class Level: Basic... Prerequisites: Excalibur UI Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 37

39 Excalibur Land Payment Processing This class focuses on the elements required to generate checks into AP and AR. We start with system and data setup, move to monthly processing, and conclude with check generation interface to AP and AR. We also review when the system updates Land system files. As this directly impacts financial journals and reports, it is vital that accountants understand the processing. Take this class if you are responsible for lease payments or for processing checks for Land, reversing rental entries, or financial reporting. This class will help to increase efficiency and effectiveness between Land and Accounting. Before Payment Processing Initial Setup Procedures Payment Process Prerequisites Preprocess Reports Payment Processing After Payment Processing Post-process Reports Voided Check Process Reissued Check Process Class Level: Intermediate... Prerequisites: LLR System CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 38

40 Excalibur Name Address Master The Name Address Master course focuses on the Name Address Master program and related files. Participants will learn how to properly set up records that will be used for processing in other Excalibur modules such Accounts Payable, Accounts Receivable, Revenue, and Land Lease Records. Review procedures on how to enter new Name and Address records for use throughout Excalibur Review best practices to avoid setting up duplicate Name and Address records for an individual or entity and when it might be necessary Review of master file and code tables used in Name Address Master Review screens and fields that affect 1099 processing at year-end Review of standard reports Class Level: Basic... Prerequisites: Navigation CPE Credits: 2... Delivery: Group-Live Class Length: 2 hours... Field of Study: Specialized Knowledge of Applications Excalibur Payout Module This course covers the benefits of using Payout Module, Payout setups, Payout processes, and Payout reports. Benefits of using Payout Module Payout setups Payout processes Payout reports Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 39

41 Excalibur Report Manager for End Users This class covers the Excalibur Report Manager system features available to end users, including general user functions such as changing print parameters, viewing and printing generated reports, and customizing forms and print assignments. Report Manager Benefits Generating Reports o Viewing Reports o Printing Reports o Queue Administration o Accessing Saved Hold Files Customizing Report Manager o Standard Forms o Custom Forms o Custom Print Assignments o Output Assignment Class Level: Basic... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 40

42 Excalibur Report Manager for System Administrators This class describes the Report Manager features available to Excalibur users and how to manage Report Manager functions as a system administrator. It begins with a brief overview of general user functions. We then cover system administration tasks including printer model definitions, Queue set management, and Applications Master (SAM116) maintenance. Take this class if you are a technical user with system administration experience, and your responsibilities include form setups, print destinations, or other responsibilities needed to meet the print requirements of your company. Report Manager Benefits Generating Reports Customizing Report Manager o System Administration Tasks o Printer Model Definitions o Print Destinations o Queue Set Management o Applications Master Maintenance o RM Print Units o Desktop Applications Output Class Level: Intermediate... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 41

43 Excalibur Revenue System Day 1: Excalibur Revenue System Setup Revenue System, Day One covers setup of the Revenue system master files and codes files. It provides critical information for implementing the Revenue system as it interfaces with other Excalibur systems. Take this class if you are responsible for revenue file setup, data entry, processing, or reporting tasks. (CPE credits for Day One only: 8) Revenue Code and Master Files Setup Common Issues and Recommendations for: o Land Division Orders (LDO) System o Excalibur Data Interchange (EDI) System Day 2: Excalibur Revenue Data Entry and Processing Revenue System, Day Two covers revenue data entry and processing. It includes procedures for daily data entry, monthly processing, and monthly reconciliation. It also provides an introduction to Revenue system reports. Take this class if you are responsible for setup, data entry, processing, or reporting tasks. (CPE credits for Day Two only: 8) Daily Data Entry Revenue Calculation and Distribution Revenue Detail Analysis Revenue Reconciliation o Before Check Process o After Check Process Reports Class Level: Basic... Prerequisites: Navigation CPE Credits: Delivery: Group-Live Class Length: Two days... Field of Study: Specialized Knowledge of Applications Page 42

44 Excalibur System Builder User Setup, Security and Menus This class covers the hierarchy of System Builder groups and users, how to set up those groups and users, and how to build profiles of processes and establish security restrictions. You will create unique menus from processes in other systems, enabling you to group frequently used processes into one menu for increased user efficiency. You will also learn how to apply user restrictions. Take this class if you are responsible for setting up new users, building their profiles of processes, and establishing or maintaining security restrictions, or if you need to create menus. Take this class if you are a technical user with system administration experience. SB System Overview SB Security o Group Security Setup o Account restrictions o Security Options o User Security Setup (Shell/Verb Security) o Additional Excalibur User Security o Security Reports Excalibur Read/Write Access o Excalibur Access Reports SB Menus o User Specific Menus Class Level: Intermediate... Prerequisites: Navigation CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 43

45 Excalibur User Interface Navigation This is the introductory course to Excalibur and is a prerequisite for most Excalibur courses. We teach new Excalibur users how to navigate through the menus and programs of Excalibur systems and execute commands within Excalibur. You will learn how enter or modify data, use tool bars, grids, Cross Reference and on-line help. Getting Started Menus o Horizontal Main Menu Bar o Explorer Menu Tree NexGen Help Options Menu Options and Functions Excalibur Form Types Program Processes o Program Navigation o Entering Data o Program Buttons o Keyboard Commands o Hyperlinks o Grids Using Cross Reference Class Level: Basic... Prerequisites: None CPE Credits: 4... Delivery: Group-Live Class Length: Half day... Field of Study: Specialized Knowledge of Applications Page 44