1. Login to SIMAX
2. Composition of the workspace
   1. Workspace
   2. Workspace – menu area
   3. Workspace – Menu and icon bar
   4. Workspace – Action bar
   5. Workspace – Customizing the menu area
   6. Workspace – Work area
   7. Workspace – Docked/floating mode
   8. Workspace – Current actions
3. List/form mode
4. Lists
   1. Lists – Areas
   2. Lists – Filters area
   3. Lists – Requests
   4. Lists – Display/Hide columns
   5. Lists – Cascading entry
   6. Lists – Duplicate/Merge
   7. Lists – Buttons areas
   8. Lists – Imports/Exports
   9. Lists – Calculationss
   10. Lists – Ghosts
5. Forms
   1. Form
   2. Form – Data saving
6. Undo – redo
7. Questions/Answers

1. Item management architecture
2. Business management architecture
3. Purchasing management architecture
4. XRM (CRM+SRM) architecture
5. Stock management architecture
6. Global vision
7. Questions/Answers

1. Dashboard
2. Customer
3. Article
4. From quote to order
5. Purchase order replenishment
6. Preparation order
7. Delivery note on preparation note
8. Invoice on delivery note
9. Pay an invoice
10. Generate the accounting entries
11. Statistics

1. Customizable forms
1.1. Add a field
1.2. The different types of fields
1.3. Case study
1.4. Fields templates to know

2. Arrange the fields

3. Modify a field
3.1. Modify a field – Method I
3.2. Modify a field – Method II
3.3. Case study
1. Mandatory entries
2. List display
3. Form display
4. Included in the title
5. Propagation

4. Use edit mode

5. Invalid and ghost record

6. Create tabs/separators
1. Create tabs/separators
2. Case study

7. Multicolumn layout
1. Multicolumn layout
2. Case study

8. Maintenance
1. Maintenance
2. Case study

9. Customize the menus
1. Customize the menus
2. Create a menu option
3. Arrange a menu

10. Customizing list filters
1. Add a filter – Method I
2. Add a filter – Method II
3. Add a filter – Filter functionality
4. Add a filter – to be confirmed

11. Create a form
1. Create a form
2. Case study

12. Link two forms
1. Link two forms – Simple link
2. Link two forms – List
3. Link two forms – Cross-link or group
4. Case study

13. Conclusion on SIMAX intelligence

14. Questions/Answers

1. Reminders
1. Invisible and mandatory field
2. Customize the menus
3. Multicolumn layout
4. Case study
5. Customize list filters
6. Case study
7. List/form display
8. Case study

2. Field state control
1. Field state control
2. Case study

3. Conditional formatting
1. Conditional formatting
2. Case study

4. List display mode
1. List display mode
2. Case study

5. Case study – Playing with field templates
1. Playing with field templates – Dropdown list
2. Playing with field templates – Template with unit
3. Playing with field templates – number of characters
4. Playing with field templates – number of decimals
5. Playing with field templates – Long text
6. Playing with field templates – Element

6. Replacement button
1. Replacement button
2. Case study

7. Customization checklist

8. Questions/Answers

1. Simple calculations and formulas
Different types of calculations
Calculations
Simple formulas
Case study

2. Calculations modification
Calculations modification
Dependency graph
Stored or recalculated calculations
Phase data
Case study

3. Functions to know
Functions to know – Conditions
Case study
Functions to know – Dates
Case study
Functions to know – Text
Case study
Functions to know – Numbers
Functions to know – Conversations
Functions to know – Lists
Focus on the Selection function
Case study
Column function (or COL)
Case study
Various Functions to know

4. Retrieve a unique identifier

5. Reminder : Maintenance
Maintenance
Case study

6. Questions/Answers

1. Editing – the basics
1.1. Printouts
1.2. Case study
1.3. The different templates
1.4. Simple tags

2. Editing templates
2.1. Generation of an editing template
2.2. Starting from a document
2.3. Case study
2.4. Editing tips
2.5. Case study
2.6. Editing in PDF
2.7. Multiple templates
2.8. Case study
2.9. List and form templates
2.10. Case study
2.11. Name and directory of the output file
2.12. Editing in HTML

3. Questions/Answers

 Import
1. Methodology – Definitions
1.1 One-time import
2.1 Regular import
3.1 Data transformation
4.1 Launching a one-time import

2. Preparing an Import
1.2 Preparing an import
2.2 Description of source data
3.2 Data in an XML file

3. Importing the line number

4. Launching an Import

5. Useful Questions

 Export
1. Exporting Data –Custom Export
1.1 Specifics
2.1 Export to the end of an existing Excel/CSV file
3.1 Empty line at the end of export
4.1 Standard export
5.1 Custom export
6.1 Export to a database
7.1 Questions/Answers

1. Validity check
2. Action control
3. Question/Answers

1.  Rights management
   1. Users
   2. User group
   3. Rights
   4. Best practices
   5. Action controls
2. Questions/Answers

Automation – The Basics
1. Automation
2. Automation on action
3. Automatic message sending
4. Case study
5. Column operation
6. Case study
7. Launching actions
8. Case study
9. Opening screen or not
10. Case study
11. Loop automation
12. Case study
13. Automation on time-based events
14. Trigger action for automation
15. Case study
16. Parameter management
17. Case study
18. Execution order
19. Automation report

Questions/Answers

1. Summary tables and statistics
1.1. Create a summary table
1.2. Create an axis
1.3. Create a calculation
1.4. Case study

2. Functions to know

3. Questions/Answers

1. Form inheritance
   1. Form inheritance
   2. Form inheritance – planning
2. Queries
   1. Introduction to a query
   2. Creating a query

Reminder of simple tags
1. Reminder of tags for lists
2. Form tag
3. ENREG tag
4. Case study
5. Custom form tag
6. Break tags
7. Case study
8. Tags for summary tables
9. Case study
10. Graph tags
11. Case study
12. Editing tips
13. Space-saving tips
14. Print action

Questions/Answers

1. Reminders : automations
                1. Automations
                2. Automations on action
                3. Automation trigger action
2. Loop automations
                1. Loop value
                2. Loop index
                3. Double loop automation
                4. Case study

3. Deduced automation
                1. Deduced automations
                2. Deduced automations– how to block them
4. Automation context
                1. Automation context
                2. Using context for trigger recording
                3. Case study

5. Parameter management
                1. School case automation – loop on a parameter
                2. Case study
6. Error message
                1.School case automation – Error and nothing
                2.Case study
                3. School case automation – create if not exists
                4. Case study
7. Custom automations
8. Transactional automations
9. Scheduled automations
10. Automation and Rights
11. Automation at SIMAX startup
12. Night and End-of-Month Processing

1. Data and configuration storage
2. Working in multiple environments
3. Generate a global SMX file
4. Generate a differential SMX
5. Adding an element to an SMX

A full-day case study conducted independently will serve to validate the mastery of these modules.

Exercise 13 within this study is an advanced-level exercise designed to assess a level of excellence. Should there be any errors or difficulties with this exercise, the instructor may assist the trainee.

The other exercises should not present major challenges if the trainee has followed the training as expected.