15 General

Overview

General Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Shipping - Do you know how To create a New Shipping Method?

2. [ ] Shipping List - Do you know where you would use these Shipping Methods?

3. [ ] Location List - Can you create a new City/Suburb and Post/Zip Code?

4. [ ] Departments - Do you understand what a Department is?

5. [ ] Department Reports - Do you know how you can divide your business into different cost centers?

6. [ ] Terms - Can you create New Terms and also create the definition of the term?

7. [ ] EOM Term - Can you describe how EOM (End Of Month) works?

8. [ ] EOM plus 20 - Can you describe how EOM (End Of Month) plus 20 works?

9. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?

10.[ ] Auto Discount - How does this effect the invoice?

11.[ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is authorized?

12.[ ] Customizing The Toolbar - How To Customize your Toolbar?

13.[ ] Customizing Copy To - Can you copy the toolbar customization to other users?

14.[ ] Foreign Exchange Rate - Can you create a new Foreign Exchange Rate?

15.[ ] Foreign Exchange Rate List - Why should you always search the "Inactive Rates" before creating a new FX rate?

16.[ ] Memorized Transactions list - Do you know how a Memorized Transaction works within ERP?

17.[ ] Tax Code List - Do you know how to view the Tax Code List?

18.[ ] Sales Tax - What tax codes are used for sales?

19.[ ] Purchase Tax Codes - What tax codes are used for purchases?

20.[ ] Default Tax Codes - Do you know where to set up default Tax Codes for your region?

21.[ ] Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?

22.[ ] Global List - What does the Global List display?

23.[ ] Templates - Do you know how to customize your company templates?

24.[ ] Template Designer - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?