Web Based Training Web training is one of the most efficient and cost-effective methods for learning MDS.

Classroom Training This training service is available as a one on one personalized or classroom environment via the web or in-person.

Personalized Training TSH offers specialized custom webinars or on-site training.

 

2 Hour Quick Webinars:
The 2 hour quick webinars are available by appointment.  Available webinars are:

• Sales Order Entry Overview
  This course focuses on the creation and maintenance of sales orders.  TSH will provide a complete understanding of how to enter and maintain sales orders; ship merchandise; print confirmations, pick tickets and pack tickets; and check audit and status of customer orders.
• New User MDS Overview
  This course is designed to give a brief overview of navigating and functionality of MDS.  It also focuses on utilization of inquiries and reporting capabilities.
• Customer Relationship Management (CRM)
  This course focuses on the setup and management of customer relationships.  TSH will provide a complete understanding of how to provide you with a tool to document your customer activities.
• Cash Application Entry
  This course will provide a complete understanding of how to apply customer payments/deposits, miscellaneous cash, and run a daily cash receipts journal and update.
• Executive/Drill Down Inquiries
  This course will provide a complete understanding of how to view a daily, monthly and yearly snapshot of sales, purchases/inventory value and account balances by company.  It is also designed to provide your staff with the ability to access invoice, purchase orders, payments and receipts history.

MDS Training Courses
The MDS courses are available by scheduling in-person or web based training.  Available training courses are:

New User MDS Overview
Company Maintenance
Customer Maintenance
Product Maintenance
A/P & G/L Related Maintenance/Vendor Maintenance
Warehouse Management/Procedures/Inventory Control
Inventory Management
Purchasing/Receiving
Physical Inventory
Order Entry/Verification
Return Authorization/Credit Memo’s
Accounts Receivable/CRM
Account Payable
General Ledger/Financials
End of Day/End of Month/End of Year Processes
Pricing/Contracts
ODBC
Sales Management/Sales Analysis
Salesman Laptop
Raw Materials
Service/Work Orders
Pedigree
RemoteNet
Record Retention

New User MDS Overview – 2 Hours

This course is designed to give a brief overview of navigating and functionality of MDS.  It also focuses on utilization of report capture.

Course Outline:   

• Accessing MDS
• Navigation within MDS
• Inquiries and Reporting
• Key Modules
  

Company Maintenance – 3 Hours

This course focuses on the setup and maintenance of a company or multiple companies within MDS.

Course Outline:

• Company
• Bank
• Warehouse
• Finder
• Sequence Control
• General Ledger Control
• Aging
• Operator Processing Code
• Credit Memo Reason Code
• Chargeback Code
• Rate of Exchange
• Order Source
• Credit Card Control
• Miscellaneous Code
• Tnx
• Drug Type File
• Summary Cash Dict
• EOD Managers Email

Customer Maintenance – 3 Hours

This course focuses on the setup and maintenance of customers, ship to’s, salesman and shipping methods.  It will also provide the ability to further define your customer base for reporting based on sales, cost of goods and sales returns.

Course Outline:

• Customer Master/Detail
• Ship To
• Customer & Customer Product Order Notes
• Country & State Code
• Customer Type, Class & Group
• Service Charge
• Tax Rate
• Terms
• Territory
• Ship Method/Rate/Zone
• Truck Route
• Freight Class
• Order Templates
• Commission Type
• Facility
• GPO (Group Purchasing Organization)

Product Maintenance – 4 Hours

This course focuses on the setup and maintenance of products.  It will also provide the ability to further define your product base for reporting based on sales, cost of goods and sales returns.

Course Outline:

• Product Master/Detail
• Kit Master
• Product Notes
• Product Labels
• Vendor Product Notes
• Vendor Product
• Foreign Purchases Cost/Reporting
• Product Type & Class
• Product Category and Subcategory
• Tax Matrix
• Inventory Reason Code
• Unit of Measure
• Picker/Packer
• Group Master
• Warranty

A/P & G/L Related Maintenance/Vendor Maintenance – 1.5 Hours

This course focuses on the setup and maintenance of vendors.  It will also provide the steps for the creation of chart of account descriptions and suffix’s.

Course Outline:

• Vendor
• Vendor Ship To
• Vendor Notes
• Chart of Accounts Description
• Chart of Accounts Suffix Description
• Job Description
• G/L Source 

Warehouse Management/Procedures/Inventory Control – 8 Hours

This course will provide the fundamentals of warehouse management and inventory control.  TSH will identify key process flows for your warehouse and assist in defining procedures and a complete understanding on warehouse/location management.

Course Outline:

Inventory Control:

• Non Purchase Order Receipts Posting
  
• Inventory Adjustment Posting
  
• Inventory Reports
  
• Return to Vendor
  
• Transfer Receipts Posting
  
• Transfer Receiving Form

Warehouse Management:

    Location:

• Location Maintenance
• Location Labels
• Environment Maintenance
• Location Adjustment
• Location Movement
• Location Lot Movement
• Location Reports

Warehouse Management Procedures:

    Picking Functions:

• Batch Pick Ticket Print/Reprint
• Replenishment – Orders to be Picked
• Replenishment – Nightly Run
• Replenishment Completion
• Batch Pick Report
• Replenishment Assignment
• Picking Ticket Assignment
• Picker Statistics Reports

Warehouse Management Procedures:

    Shipping Functions:

• Verification
• Shipping Update
• Batch Shipping Update
• Packing Slip
• Void shipment
• Manifest System

Inventory Management – 4 Hours

This course will provide the fundamentals of inventory management.  TSH will identify key process flows and procedures to assist in increase purchasing efficiency and to provide the ability to further define reorder points and reorder quantities.

Course Outline:

• Calculate Simple Demand from Sales.2
• ABC Ranking Update
• Inventory Class Ranking Update
• Compute MIN/MAX, ROP/ROQ - Simple Method
• ROP & ROQ Proof Listing
• Reports
• Generate PO by Vendor & Reorder Point
• Automatic Create PO's for Selected Vendors
• Inventory Management Parameter Maintenance

Purchasing/Receiving – 4 Hours

This course will provide the fundamentals of creating and maintaining purchase orders, vendor bids and receiving inventory.

Course Outline:

• Purchasing Order Entry/Maintenance
• In-Transit Entry/Maintenance
• Purchase Order Receipts Posting
• Purchase Order Receiver Adjustment
• Create Purchase Orders from Order Entry
• Drop Ship Cost Maintenance
• Tenders/Bid Maintenance
• Inquiries
• Purchase Order Print/Reprint
• Purchase Order Fax/Fax Confirmation
• Receiving Form
• Reports

Physical Inventory – 2 Hours

This course will provide a complete understanding of how to do a physical inventory and update On-Hands.

Course Outline:

• Create Cycles and Tags for Count
• Physical Inventory Cycle Inquiry
• Print Physical Inventory Tags
• Freeze On-Hand Balances by Cycle
• Physical Inventory Tag Entry
• Batch Control Report
• Missing Physical Inventory Tag Report
• Physical Inventory Tag Inquiry
• Physical Inventory Tag Maintenance
• Physical Inventory Tag List
• Physical Inventory Variance Update
• Physical Inventory Variance Report
• Lot/Location Variance Report
• Uncounted Items Report
• Negative On-Hand Report
• Physical Inventory On-Hand Update
• Physical Inventory Purge 

Order Entry/Verification – 8 Hours

This course will provide the fundamentals of creating and maintaining sales orders, memorized orders, standing orders and quotes.  TSH will provide a complete understanding of how to ship, invoice and void orders/releases.

Course Outline:

• Order Entry/Maintenance
• Specific Order Release
• Verification – Invoicing
• Shipping Update
• Invoice and Credit Memo Voids
• One-Step Invoicing
• Quote Entry/Maintenance/Conversion
• Backorder Priority Changes
• Credit Hold/Price Hold Review
• Transfer Entry/Maintenance
• Release Preview
• Backorder Allocation and Release
• Release Maintenance
• Order Template Maintenance
• Standing Order Entry/Maintenance/Conversion
• Freight Audit Maintenance
• Box Freight Maintenance
• Void Shipment
• Memorized Orders
• Inquiries
• Reports

    Document Prints:

• Order/Pick Slip Batch Print/Reprint\
• Pick Slip/Pack Slip Reprint Inquiry
• Order Confirmation Batch Print/Reprint
• Quote Print/Reprint
• Invoice Reprint Inquiry
• Quote Fax Confirmation Report
• Invoice Fax Confirmation Report 

Return Authorization/Credit Memo’s – 2 Hours

The course will provide the fundamentals of creating, maintaining and receiving return authorizations and credit memos.

Course Outline:

• Return Authorization Entry
• Return Authorization Approval/Cancel
• Return Authorization Receipts
• Inquiries
• Reports
• Return Authorization and Receipt Print/Reprint
• Return Authorization Fax Confirmation Report
• Credit Memo Processing

Accounts Receivable/CRM – 4 Hours

This course focuses on the setup and account management procedures for receivables module.  TSH will provide a complete understanding of how to manage receivables in MDS from applying customer deposits, issues statements and customer relationship management (CRM).

Course Outline:

• Customer Relationship Management
• Cash Receipts Entry
• A/R Adjustment Entry
• Credit Hold Review/Release
• Inquiries
• Daily Reports
• Monthly Reports
• Invoice Reprint
• Statement Print/Reprint
• Month End Jobstream & Reports
• Accounts Registers – Daily & Monthly

Accounts Payable – 4 Hours

This course focuses on the setup and management procedures for payables module.  It is designed to provide your accounting team with a better understanding of the A/P process flow and best practices to maximize cash flow.

Course Outline:

• Vendor Relationship Management
• Voucher Entry/Maintenance/Deletion
• Hand Check Entry
• Open Accounts Payable Maintenance (Post Hand Check)
• Recurring Voucher Entry/Report/Update
• Inventory Hold Reports
• Remove Inventory Hold
• Cash Disbursements/Check Print
• Reporting
• Inquiries
• Month End Jobstream
• 1099 Procedures
• Letters of Credit

General Ledger/Financials/Account Reconciliation – 6 Hours

This course will provide a complete understanding of how to mange your general ledger in MDS, from creation of new accounts and entering opening balances, to making journal entries, creating and reviewing financials and bank reconciliation.  It also focuses on how this module integrates with other modules in the MDS application.

Course Outline:

• Opening Balances
• Budget Entry
• Journal Entry/Listing/Update
• Auto-Reverse Entry/Listing/Update
• Recurring Entry/Listing/Update
• Expense Spread by Month
• Statistics Entry
• Allocation Input
• Pre-Closing Reports
• Month End Update/Daily Update
• Trial Balances/Month End Report
• Hard Close of Fiscal Period – Company
• Inquiries/Reporting
• Financial Report Setup/Update/Print
• Financial statement Journal Entries/Update/Reports
• Preliminary Year End
• End of Year Reporting
• Final Chart of Account Update & Close
• Account Reconciliation

End of Day/End of Month/End of Year – 2 Hours

This course focuses on the daily, monthly and yearly procedures.

Course Outline:

End of Day:

• Invoicing End of Day
• Daily Balances
• Reporting
• Check Status of End of Day, Month and Year Processess
• Email Managers End of Day Reports

End of Month:

• Sales and Accounts Receivable
• Sales Only
• Account Receivable Only
• Accounts Payable
• General Ledger
• Reporting

End of Year:

• End of Year File Clearing
• Vendor File Year Update

Pricing/Contracts – 6 Hours

This course will provide a complete understanding of how to implement all your pricing and/or contract needs.

Course Outline:

Pricing:

• Product file Price Maintenance
• Special File Price Maintenance (Price.1)
• Copy Special Price Maintenance
• Customer/Product Class Price Matrix (Price.2)
• Customer class/Product Class Price Matrix (Price.3)
• Product File - Price/Discounts
• Updating Pricing & Costing
• Advanced Special File Price Maintenance
• Batch Price Changes by Product Class
• Batch Price Changes by Vendor
• Reports/Listings

Contracts:

• Contract Header/Detail
• Customer Contract
• Universal Contract Inquiry
• Catalog Price/Cost
• Rebate Maintenance
• Rebate Reason Codes Maintenance
• Contract Table Maintenance
• Assign New Contract Numbers
• Rebate Reports with update to Accounts Payable & No Update
• Purge Rebates
• Rebate Claims Generation EDI
• Create EDI Diskette
• Update Ending Dates for Contracts
• Reports/Listing
• Inquiries
• Contract Parameter Maintenance

ODBC –3 Hours

This course focuses on the install, configuration and use of Universe ODBC drivers in MS Excel.  TSH will provide a complete understanding of how to create and manipulate your own reports with your data using various reporting tools.

Course Outline:

• Install ODBC Drivers
• Setup UCI Editor
• Adding a Data Source
• Retrieve Data from Database
• Create Queries through MS Excel

Sales Management/Sales Analysis –3 Hours

This course focuses on the setup and management of prospects.  TSH will provide a complete understanding of how to provide salesmen with a tool to document their sales cycle/processes.

Course Outline:

• Prospect Call Summary/Detail
• Prospect Master
• State Code
• Status Code File
• SIC Code
• Document
• Title Maintenance
• Sales Action Code Maintenance
• On-Line Fax Inquiry
• Reports/Listings
• Notes/Tasks - Quick Notes
• Tasks Lists Summary/Detail

Salesman Laptop –3 Hours

This course will provide the fundamentals to help your sales force maximize their effectiveness in front of customers with on-site product, pricing and purchasing information.

Course Outline:

• Salesman Order Upload
• Create Download for Salesman
• Sales Order Upload Report

Raw Materials – 3 Hours

This course will provide the fundamentals of creating and maintaining bill of materials.  TSH will provide a complete understanding of how to perform routing, production posting and generate work orders.

Course Outline:

• Bill of Material
• Labor Cost Center
• Overhead Cost Center
• Routing Maintenance
• Finished Goods Cost Update
• Inquiries
• Work Order Entry/Maintenance
• Create Orders from Open Work Orders
• Routing Posting
• Production Posting
• Reports
• Work Order Print/Re-Print
• Purge Work Orders

Service Work Order System – 3 Hours

This course will provide the fundamentals of creating and maintaining service work orders.  TSH will provide a complete understanding of how to perform work in-house or at a customer site; record parts used and works performed by technician and generate billing to customers.

Course Outline:

• Tag Entry/Maintenance
• Work Order Entry/Maintenance
• Receive Service Work Order
• Work Order Posting
• Inquiries
• Reports
• Work Order File Maintenance
• Work Order Inquiry/Re-Print

Pedigree - 1 Hour

The course will provide a complete understanding of how to identify each sale, purchase or trade of prescription drugs and how to generate a pedigree form.

Course Outline:

• Pedigree Update
• Print Pedigree Form

RemoteNet –3 Hours

This course focuses on the setup and maintenance procedures for RemoteNet.  TSH will provide the fundamentals of creating and maintaining web orders, increase marketing opportunities, generate new sales and reduce administrative costs.

Course Outline:

• RemoteNet User Maintenance
• Web Product Type/Class Maintenance
• Web Product Category/Subcategory Maintenance
• Web Codes Maintenance
• Web Errors Maintenance
• Assign Customer to a Salesman User
• Web Order Template Maintenance
• Copy MDS Order, Quote Template for Web
• Update Purchase History Order Templates
• Review Web Orders to be Converted
• Convert Web Orders to MDS Orders
• Reset All User Passwords to Random
• Export RemoteNet Users
• Import Product Codes from Excel
• Export Product Codes
• Import Customer Codes form Excel
• Export Customer Codes
• Reports

Record Retention –3 Hours

This course focuses on the setup and maintenance procedures for record retention.  TSH will provide a complete understanding of how to perform actions in-house or on the web; creating containers, records, status of requests and generate billing to customers.

Course Outline:

• Create Container
• Record Request
• Container Pickup
• Store container in Warehouse
• Status Request
• Status of Folder
• Billing Entry & Update
• Accounts Receivable Update

RRM Maintenance

• Account Maintenance
• Facility Maintenance
• Department Maintenance
• Location Maintenance
• Labels
• Box Type Maintenance
• Pricing Maintenance
• Record Type Maintenance
• Report Table Maintenance
• Retention Maintenance
• Send-By Maintenance
• Service Type Maintenance
• Status Code Maintenance
• Patients Maintenance
• Operator Maintenance
• Listings