Difference between revisions of "15 General"
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8. [ ] Auto Discount - How does this effect the invoice? | 8. [ ] Auto Discount - How does this effect the invoice? | ||
| − | 9. [ ] Discount Product - | + | 9. [ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is autherised?<br> |
10.[ ] Global List - What does the Global List display? | 10.[ ] Global List - What does the Global List display? | ||
Revision as of 13:25, 23 September 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 - What is the name of the Product applied to an Invoice if Early Payment is autherised?
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?
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