Difference between revisions of "15 General"
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| − | == Overview | + | == Overview == |
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| + | General Training | ||
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| + | Company:___________________________ Signed:____________________________ | ||
| + | |||
| + | Name:___________________ Position:______________ Date: _____________ | ||
| + | |||
| + | Trainee to complete: Please tick | ||
| + | |||
| + | 1. [ ] Shipping | ||
| + | Do you know how To create a New Shipping Method? | ||
| + | |||
| + | 2. [ ] Departments | ||
| + | Do you understand what a Department is? | ||
| + | |||
| + | 3. [ ] Department Reports | ||
| + | Do you know how you can divide your business into different cost centers? | ||
| + | |||
| + | 4. [ ] Terms | ||
| + | Can you create New Terms and also create the definition of the term? | ||
| + | |||
| + | 5. [ ] EOM Term | ||
| + | Can you discribe how EOM (End Of Month) works? | ||
| + | |||
| + | 6. [ ] EOM plus 20 | ||
| + | Can you discribe how EOM (End Of Month) plus 20 works? | ||
| + | |||
| + | 7. [ ] Early Payment Discount | ||
| + | Where do you place an Early Payment Discount for Customers? | ||
| + | |||
| + | 8. [ ] Auto Discount | ||
| + | How does this effect the invoice? | ||
| + | |||
| + | 9. [ ] Discount Product | ||
| + | Which product is loaded to the invoice? | ||
| + | |||
| + | 10.[ ] Global List | ||
| + | What does the Global List display? | ||
| + | |||
| + | 11.[ ] Tax Code | ||
| + | Do you know how to view the Tax Code List? | ||
| + | |||
| + | 12.[ ] GST For Sales | ||
| + | What tax codes are used for sales? | ||
| + | |||
| + | 13.[ ] NCG For Purchases | ||
| + | What tax codes are used for purchases? | ||
| + | |||
| + | 14.[ ] Chart of Accounts | ||
| + | Have you assigned all tax codes for your chart of accounts? | ||
| + | |||
| + | 15.[ ] Customising The Toolbar | ||
| + | How To Customise your Toolbar? | ||
| + | |||
| + | 16.[ ] Memorised Transactions | ||
| + | Do you know how a Memorised Transactions works within ERP? | ||
| + | |||
| + | 17.[ ] Reminders | ||
| + | Do you know how to set your reminders within ERP? | ||
| + | |||
| + | 18.[ ] Templates | ||
| + | Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation? | ||
| + | |||
| + | |||
| + | Notes: | ||
| + | Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 11:26, 29 June 2011
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. [ ] Departments Do you understand what a Department is?
3. [ ] Department Reports Do you know how you can divide your business into different cost centers?
4. [ ] Terms Can you create New Terms and also create the definition of the term?
5. [ ] EOM Term Can you discribe how EOM (End Of Month) works?
6. [ ] EOM plus 20 Can you discribe how EOM (End Of Month) plus 20 works?
7. [ ] Early Payment Discount Where do you place an Early Payment Discount for Customers?
8. [ ] Auto Discount How does this effect the invoice?
9. [ ] Discount Product Which product is loaded to the invoice?
10.[ ] Global List What does the Global List display?
11.[ ] Tax Code Do you know how to view the Tax Code List?
12.[ ] GST For Sales What tax codes are used for sales?
13.[ ] NCG For Purchases What tax codes are used for purchases?
14.[ ] Chart of Accounts Have you assigned all tax codes for your chart of accounts?
15.[ ] Customising The Toolbar How To Customise your Toolbar?
16.[ ] Memorised Transactions Do you know how a Memorised Transactions works within ERP?
17.[ ] Reminders Do you know how to set your reminders within ERP?
18.[ ] Templates Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?
Notes:
Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
