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Training and Event Management (PE)

Purpose


The Training and Event Management component has a wide range of powerful functions to enable you to plan and manage all kinds of business events from training events to conventions simply and efficiently.


Its flexible reporting and appraisal functions provide you with important decision support feedback to ensure that the business events you offer are both high quality and effective.


Training and Event Management is an integral part of SAP HR and has interfaces to all of the relevant SAP application components, making it a basis for extending and updating your employees' s****s and knowledge.


Integration with Personnel Development lets you convert training proposals directly into bookings for employees with qualification deficits or needs.



The connection to the SAP Knowledge Warehouse gives you direct access from the Training and Event Management application and its self-service applications to a variety of training materials (self-teach materials and so on).


Training and Event Management contains an extensive range of functions that are user-friendly and intuitive. The application's graphical user interface greatly facilitates navigation and operation of the system.


Integration


If you use Training and Event Management integrated with other SAP components, there is a direct exchange of data via the various interfaces, allowing efficient data maintenance in Training and Event Management.


Training and Event Management can be integrated with the following application components:

Component	Functions
Organizational Management	Organizational units can be booked as attendees and can organize business events
Personnel Administration	Persons from the HR master data record can be booked as attendees or as instructors
Time Management	Attendance records are stored and compatibility/availability checks can be carried out for internal employees and instructors
Personnel Development	Qualifications can be checked and transferred to attendees. Users can also use the appraisal functions of the Personnel Development component
Cost Accounting	Attendance and instructor fees can be settled using Internal Activity Allocation
Sales and Distribution	Attendance fees can be billed; customers and contact persons can be booked as attendee types
Materials Management	Materials from the Material Master can be reserved as resources for business events; purchase requisitions and material reservations can be generated
SAP Knowledge Warehouse	Info objects ((training materials, documentation, or videos) can be displayed directly from Training and Event Management and its Self-Service applications
R/3 Appointment Calendar	When employees are booked as attendees or instructors for events, these appointments can be automatically generated in the R/3 Appointment Calendar

Integration with these components is optional. You can use Training and Event Management as a standalone option without availing of the advantages offered by such integration.


Features


Training and Event Management provides you with an extensive range of powerful functions for every stage of event management; preparation, planning, and execution.

Business Event Preparation

• Create all of the necessary master data (such as resources)
• Set up a hierarchically structured business event catalog

Business Event Catalog

• Determine demand for events and plan event dates based on demand
• Create and plan business event dates
• Manage resources
• Allocate resources automatically
• Lock resources
• Calculate business event costs and propose prices
• Budget function
• Cancel business events
• Create a business event brochure

Day-to-Day Activities:

• Process all types of booking activities: prebook, book, rebook, replace, and cancel (levy cancellation fees optionally)
• Prioritize bookings
• Book individual and group attendees
• Check attendees for attendance prerequisites and time conflicts etc.
• Output correspondence automatically or manually
• Use standard letter/mail merge functions
• Use multiple correspondence templates

Activity Allocation and Billing

• Perform actual cost transfer posting for event costs
• Perform internal activity allocation for attendance fees
• Perform internal activity allocation for instructor function
• Billing
• Create credit memos

Recurring Activities

• Generate attendance lists
• Output confirmation of attendance notifications
• Appraise attendees
• Appraise business events
• Follow up business events (e.g. transfer qualifications for successful attendance)

Reporting:

• Request reports for all relevant data on attendance, business events, and resources

Cross-Application Usability Functions:

• Direct connection to Microsoft Word for all correspondence and publications (such as event brochure, attendance lists, or correspondence).
• Dynamic menus offer you the same functions for creating and maintaining objects as are available in the main menu for all of the important functions.
  
  The advantage of the dynamic menus is that the data you create and maintain is presented in a clearly structured way in the form of a business event hierarchy, giving you a clear overview of the existing objects.

Web Self-Services:
You can provide access to the core functions in the day-to-day activities of Training and Event Management via the Employee Self-Services (ESS), such as:

• Training Center (where employees can display the current training offering and book themselves for events or submit attendance requests where relevant)
• My Bookings (where employees can display their own booking data and rebook or cancel their own attendance bookings)

The Employee Self-Services provide user-friendly and intuitive functions. They can be integrated with approval workflows if required. An added advantage is the option of integrating an external search engine to accelerate the search for business events.

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