Vision Word v6

 

Duration: 1 Day - scheduled on demand

 

Prerequisite: Knowledge of SunSystems concepts. Basic understanding of MS Word.

 

Who should attend: Users that need access to analyse and input data held in SunAccount.

 

What you will learn: At the completion of this training session participants will be competent in the following:

  • Extract reference data into a Word document
  • Extract monetary or physical balances
  • Creating extract balance formulas
  • Drilling down to transactional data
  • Creating data selection lists

 

Course Content - Vision Word v6+ for SunSystems


 

Extracting SunSystems Reference
Data

  • Defining detail reports
  • Assigning bookmark names
  • Using Data Link to extract
    reference data


Extracting Values

  • Using Table Bookmark Name
    Manager
  • Defining Summary Link
    extractions
  • Amending extract modes
  • Copying formulas
  • Using Define Criteria to review
    filters
  • Using Equation Editor to create
    formulas
  • Using Criteria View
  • Using Document Rule Manager
  • Copying table formulas
  • Creating a transaction listing
  • Defining Query Templates
  • Using Summary Report to extract
    balances

Combining Vision Word Functions

  • Combining Vision Word extraction
    functions
  • Moving data items
  • Applying headers and footers to a
    document
  • Creating user defined output items
  • Using Vision Merge to create
    letters

 

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