Class Outlines

Introduction to SolArc RightAngle – Project Team

 

The purpose of this class is to provide participants with a high level overview of the entire system, including how the data flows, deal capture, scheduling, accounting and reporting basics. This course is an overview of the system from deal to invoice and is recommended for all users. This version of the Introduction class covers each topic in more detail, goes deeper into discussions and includes self-paced hands-on exercises.

The following topics are covered in this class:

 

• Overview of RightAngle workflow
• Terminology
• How the Data Flows Through the System
• Understanding How Integrated Activities Affect Each Other
• Desktop Overview
• Managing Desktop Space
• Navigating within SolArc RightAngle
• Getting Help
• Deal Types
• Deal Data and Capture
• Templates and Scraps
• Overview of Scheduling Workbench
• Transfers
• Setting/Taking Distribution
• Matching Transfers
• Orders
• Movement Documents
• Actualizing an Order
• Accounting Overview
• Reporting Basics