Ceres 4.5 New User Webinar: Navigation, Role Centers, Filtering, & Best Practices

Welcome to the Ceres New User Webinar hosted by Connie Ahalt (Feeding America National Office), Scott Wiacek (Feeding America Applications Director), and Ceres expert Sharon Jacobson (SJ Consulting). Recorded on September 30, 2019, this comprehensive orientation session is tailored specifically for new food bank staff, warehouse personnel, and administrative users working within Ceres ERP version 4.5 (built on Microsoft Dynamics NAV). The panel provides an in-depth walkthrough of fundamental system navigation, role-tailored client layouts, core terminology, advanced filtering techniques, and essential resources available across HungerNet. --- 📌 TIMESTAMPS & CHAPTERS: 00:00 - Introduction & Webinar Welcome (Connie Ahalt, Feeding America) 05:15 - Key Terminology & Definitions: Role Centers, Master Data, Transactions, and Ledger History (Sharon Jacobson) 12:15 - Core Navigation & Interface Overview (Series 4.5 Client, Home Menus, and Action/Report Ribbons) 15:58 - Personalizing Your Workspace: Managing Role-Tailored Clients vs. Security Permissions 44:00 - Working with Master Data, Open Transactions, and Historical Ledgers 58:30 - Advanced Filtering & Search Capabilities in Ceres 01:15:00 - Flow Fields, Drill-Downs, and Instant Calculations (Scott Wiacek) 01:45:00 - Accessing the HungerNet Resource Center: Procedure Documents, Glossaries, & Training Videos 01:54:30 - Ceres User Groups, Newsletters, & Closing Remarks 01:57:15 - Post-Webinar Q&A: Hosted Database SQL Access & Jet Reports Overview --- 🔗 RESOURCES & RELATED LINKS: • Feeding America HungerNet Extranet: https://www.hungernet.org • Member Business Solutions & Ceres Documentation: Accessible via the Member Business Solutions / Ceres pages on HungerNet. #CeresERP #FeedingAmerica #FoodBankManagement #MicrosoftDynamicsNAV #NonprofitOperations #InventoryManagement #HungerNet #ERPtraining #Series4