Pragmatic Training

Product, functional and technical training that maximizes user acceptance, productivity and business performance.

Use every bit of the business technology you’ve implemented.

Businesses depend on ERP platforms, edge applications and information to operate. To gain new operational efficiency and cost-effectiveness, enterprise application functionality and best-practices business processes are adopted and rolled out to user.

It’s a well known fact that most businesses only utilize about 70% of the built in functionality, leaving 30% unused—even though it’s been paid for!

PCG’s Sustainability training is about getting the most out of the ERP, edge application and business information you have invested in. It’s about:

  • Discovering and engaging unused platform functionality
  • Enabling users to use more system capability in their day-to-day job
  • Optimizing enterprise application environments for greater performance and productivity

PCG offers two types of training for your business:

  1. Technical Training: designed for your IT personnel and those tasked with keeping the systems up and running and performing optimally
  2. Functional Training: created for your end-users who need to learn how to use the new system, or need a refresher on functional capability, or may need an introduction on how to improve day-to-day business processes and productivity

PCG Training Benefits—

  • Greater user productivity and performance
  • Higher functional and best practice utilization
  • More business process optimization and integration
  • Getting more out of what you’ve already paid for
Functional Training

Contract to Cash

  • Create Project Contract
  • Prepare for Project Contact invoicing
  • Manage Contract Deliverables
  • Create Project
  • Create WBS Structure(s)
  • Execute Project Budgeting
  • Project Requirements Planning
  • Project Cost Management and Control
  • Execute Financial Results

Idea to Offering

  • New Part Introduction
  • Create Revision Controlled Item
  • Manage PCS Project (ETO)

Market to Order

  • Create New Prospect or Customer
  • Review Sales/Service Agreements
  • Review Freight Agreements
  • Manage Opportunities (CRM) and Quotations
  • Manage Project Estimates and Bids

Order to Cash

  • Process Sales Orders
  • Process Sales Schedules
  • Process Sales Orders (Direct Delivery)
  • Process Return Sales Orders
  • Process Freight Orders
  • Pick/Pack and Ship Material
  • Manage Customer Warehouse (VMI)

Service to Cash

  • Process Service Calls
  • Plan Preventative or Corrective Maintenance
  • Execute Maintenance Sales Orders (Depot Repair)

Procure to Pay

  • Process Purchase Requisitions
  • Process Request for Quotation (RFQ)
  • Process Purchase Orders
  • Process Purchase Schedules (Push Schedules)
  • Process Purchase Orders (Subcontracting)
  • Receive Material (Supplier)
  • Process Return Purchase Order (RTV)
  • Create New Supplier
  • Review Purchase Agreements
  • Control Supplier Performance
  • Manage Supplier Warehouse Inventory (VMI)
  • SE Process Purchase Order
  • SE Process Purchase Schedule
  • SE Perform PO Negotiation Process
  • SE Process Shipment

Plan to Deliver

  • Master Planning (MPS)
  • Material Requirement Planning (Production)
  • Material Requirement Planning (Purchase and Distribution)
  • Execute Production Orders
  • Repetitive Planning and Production
  • Shop Floor Replenishment (Job Shop)
  • Pick Material to Supply Production (Factory Track)
  • Pick Material to Supply Production (LN)
  • Receive Finished Good to Deliver
  • Receive Material (Warehouse Transfer) (Factory Track)
  • Execute Inventory Transfer (LN)
  • Process Cycle Counting
  • Process Cycle Counting (Factory Track)
  • Inventory Planning and Analysis
  • Inventory Adjustments (Factory Track)
  • Inventory Adjustments (LN)

Record to Report

  • Process Integration Transactions
  • Receive Purchase Invoice
  • Register, Match and Approve Purchase Invoices
  • Create Cost Purchase Invoices and Debit Notes
  • Supplier Cash Flow Control
  • Create Supplier Payments
  • Create Invoices
  • Manage Customer Cash Flow – Credit Collections
  • Process Customer Receipts
  • Process Bank Statements
  • Processs Transactions Entry – Journal Vouchers
  • Close Financial Periods
  • Declaration of Taxes
  • Perform Financial Reporting
  • Manage Financial Budgets
  • Manage Cash Flow
  • Create and Manage Fixed Assets
  • Perform Cost Accounting
  • Monitor Intercompany Trade Orders

Issue to Resolution

  • Process Non-Conformance Reports (NCR)
  • Process Corrective Action Plans (CAP)
  • Failure Reporting, Analysis and Corrective Action System (FRACAS)
  • Process Customer Claim(s)
  • Process Supplier Claim(s)
  • Process Inspection Orders
Technical Training - Developer

Personalizing Toolbars & Forms

  • Personalization Overview
  • How to Set Up Personalization
  • Features of Form Personalization
  • Toolbar Personalization
  • Export and Import Personalization

Customer Defined Fields

  • An Overview of CDF
  • How to Create CDFs
  • Featurees of CDFs
  • Export and Import CDFs

Extensibility – Level One

  • Intro to Extensibility
  • Types of Extensibility
  • Extension Modeler
  • Extension Develoment Procedure
  • Table Extensions
  • Report Extensions
  • Session Extensions
  • Menu Extensions

Extensibility – Level Two

  • BOD Extension
  • Extension Debugging and Deployment


  • High-level Workflow Overview
  • Steps to Model Workflows
  • Workflow Definitions and Policies
  • Elements of a Workflow
  • ION Workflow Patterns
  • ION Workflow Policies
  • Workflow Activation
  • Workflow Deployment
  • Workflow Management
  • Workflow Archiving and Activation
  • Workflow Runtime Behavior

ION APIs – Level One

  • General API Overview
  • ION API Overview
  • ION API Gateway
  • Features of the ION API Gateway
  • Common ION API Errors and Status
  • Configuring the ION Gateway
  • Features of the ION Gateway
  • ION API Formats
  • Configure Authorized APP
  • Configure Postman
  • Rest API Calls

ION APIs – Level Two

  • Required Product(s)
  • Generate Request SML Using SOAP
  • Postman Configuration – SOAP Calls
  • Read Data from ERP LN
  • Write Data to ERP LN
  • Filter Attributes
Technical Training - Administrator

User Management

  • Introduction to User Creation
  • User Creation Steps
  • Create Domain User(s)
  • Create User in Infor OS
  • Define Basic User Data
  • Runtime Data Dictionary Conversion
  • Infor LN and Database User Links
  • User Roles and Authorization Management
  • Security Roles

System Administration

  • Infor LN Architecture
  • Devices and Management
  • Jobs
  • Application Upgrades (CE)

Cloud Printing

  • Configure LN Transfer Services
  • Adding Printers
  • Testing Printers
  • Support for Other than PDF

Infor OS Platform

  • Infor OS Overview
  • General and Deployment Considerations
  • User Management
  • ION Connect to Create Document Flows
Technical Training - User


  • Setup basic IDM
  • IDM Integration

Let’s get the right training for you!

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