1.    Opening/Startup Activities

You will continue to shadow a local SME who will continue to provide you with an overview on daily opening/start up and follow up procedures related to the previous day’s business.

2.    Review and e-Learn

a)      As practical you will review with your direct supervisor the previous sections, activities and reading assignments

b)     You will complete the following e-Lessons/videos and refer to the associated reference guide:

• Building Science – Moisture Management, Moisture Problems 12.1(5 Min.) Reference Guide
• Building Science – Moisture Management, Moisture Mechanics 12.2(4 Min.) Reference Guide
• Building Science – Moisture Management, Vapor Diffusion 12.3(13 Min.) Reference Guide
• Building Science – Moisture Management, Air Leakage 12.4(6 Min.) Reference Guide
• Building Science – Moisture Management, Water Leakage 12.5(8 Min.) Reference Guide
• DuPont Tyvek House Wrap 10.1 (15 Min.)
• IS01 - Introduction to Infor CSD Sales - E-Quiz

3.    Salesforce Part 2 – Overview (Chatter Filters)

a)      Your contemporary mentor will explain and demonstrate how to filter your Parksite feed in Salesforce to follow specific people, groups, files, and topics

b)     You will simultaneously refer to SOP SF 2.1 Chatter Filters - People Groups, Files & Topics

4.    Miller Heiman Strategic & Conceptual Selling Overview

After reading, Miller Heiman Strategic Selling Chapter 1 (Successful Selling in a World of Consistent Change) & Miller Heiman Conceptual Selling Chapter 1 (Why Your Customers Really Buy,) you will take e-Lesson Miller Heiman Strategic & Conceptual Selling Overview 10.1.

5.    Communication Basics - Part 2

You will complete e-Lesson Communication Basics 11.1where you will learn how to develop your writing skills and email etiquette.

6.    Infor Lesson: Order Entry

a. Your assigned SME will explain and demonstrate how to perform “Order Entry” processes:

• P -SOP IS 62.1 – Create Sales Order Using Advanced Line Entry-Stock Order (Simulation)
• P -SOP IS 63.1 – Create Sales Order - Easy Line Entry  (Simulation)
• P -SOP IS 64.1 – Create Sales Order - Quick Line Entry(Simulation)
• P -SOP IS 65.1 – Create Sales Order Using Advanced Line Entry-Direct Order(Simulation)
• P -SOP IS 66.1 – Create Sales Order Using Advanced Line Entry-Future Order(Simulation)
• P -SOP IS 67.1 – Create Sales Order Using Advanced Line Entry-Will Call(Simulation)
• P -SOP IS 68.1 – Create Sales Order Using Advanced Line Entry-Whse Transfer Direct  (Simulation)
• P -SOP IS 69.1 – Create Sales Order Using Advanced Line Entry-Whse Transfer (Simulation)
• P -SOP IS 70.1 – Create Sales Order Using Advanced Line Entry-Azek Price Deviation (Simulation)
• P -SOP IS 71.1 – Create Sales Order Using Advanced Line Entry-Dupont NTE Pricing  (Simulation)
• P -SOP IS 72.1. – Create Sales Order Using Advanced Line Entry-Surfaces Registrations (Simulation)
• P -SOP IS 73.1 – Create a Sales Order and Splitting Lines to Whse Transfer Direct  (Simulation)
• P -SOP IS 74.1 – Create a Sales Order Using Advanced Line Entry - Hold for Release(Simulation)
• P -SOP IS 75.1 – Unified Credit Card Processing – Surfaces
• P -SOP IS 76.1 – Create an EDI Sales Order

b. You will simultaneously refer to the above-mentioned SOP’s and or simulation
c. Under the direct supervision of the SME, you will perform the above-mentioned processes 3 times.

7.    Infor Lesson: Printing

a. Your assigned SME will explain and demonstrate how to perform the “Print/Email/View processes: 

• P -SOP IS 77.1 – Print/Email/View Acknowledgement (Simulation)
• P -SOP IS 78.1 – Print/Email/View Invoice  (Simulation)
• P -SOP IS 79.1 – Print/Email/View Pick Ticket  (Simulation)

b. You will simultaneously refer to the above-mentioned SOP’s and or simulation

c. Under the direct supervision of the SME, you will perform the above-mentioned process 3 times.

8.  Infor Activity (Overflow Processing)

You will function as an overflow sales representative for an assigned expert applying all previous learned applications including the above-mentioned lessons for the remainder of the day.