Difference between revisions of "6 Purchases"
From TrueERP wiki
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| − | 1. [ ] New Supplier - Can you enter a New Supplier? | + | 1. [ ] New Supplier - Can you enter a New Supplier populating data within each tab of the Supplier Card? |
2. [ ] Bank Details - Why do we enter the banking details for a Supplier? | 2. [ ] Bank Details - Why do we enter the banking details for a Supplier? | ||
| − | 3. [ ] New | + | 3. [ ] New Contacts - Can you enter Supplier Contact Details and understand the Primary Contact functionality? |
| − | 4. [ ] | + | 4. [ ] Bill v Purchase Order - Do you understand the difference between a Bill and a Purchase Order? |
| − | 5. [ ] Bill | + | 5. [ ] Entering a Bill - Can you enter a Bill? |
| − | 6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account? | + | 6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account? |
| − | 7. [ ] | + | 7. [ ] New Purchase Order - Can you enter a Purchase Order? |
| − | 8. [ ] | + | 8. [ ] Printing and Email Options - How do you print and or email this PO? |
| − | 9. [ ] | + | 9.[ ] Back Order PO - Can you create a back order? |
| − | 10.[ ] Back Order | + | 10.[ ] Back Order List - Where do you find a Back Ordered PO? |
| − | 11.[ ] Receiving PO - Can you receive the back order? | + | 11.[ ] Receiving a PO - Can you receive the back order? |
| − | 12.[ ] | + | 12.[ ] Partially Receiving a PO - Do you understand the number sequencing with a partially received order? |
| − | 13.[ ] | + | 13.[ ] Transaction Sequence - Do you know the different ways of accessing the Transaction Sequence list? |
| − | 14.[ ] | + | 14.[ ] Entering an Invoice Number - Can you enter the suppliers invoice number on the PO and why is this so important? |
| − | 15.[ ] | + | 15.[ ] Entire Process - Do you know how to do the entire process in one? |
| − | 16.[ ] | + | 16.[ ] Approval Levels - Do you understand how Approval Levels can be applied to individual Employees for Purchasing? |
| − | 17.[ ] | + | 17.[ ] Return Authority - Can you enter a RA (Return Authority)? |
| − | 18.[ ] | + | 18.[ ] Negative PO - Can you create a supplier product and account credit from a Return Authority? |
| − | 19.[ ] | + | 19.[ ] Account Credit - Can you create an account credit? |
| − | 20.[ ] | + | 20.[ ] Smart Order - Can you create a Smart Order? |
| − | 21.[ ] | + | 21.[ ] Automatic Smart Orders - Do you know the different ways ERP can generate Smart Orders and the required Preference settings? |
| + | 22.[ ] Staff Requests - How do you create a Staff request for products? | ||
| + | 23.[ ] Merging Smart Orders - Do you know how to merge smart orders? | ||
| − | + | 24.[ ] Auto Create PO - Do you know where the purchase orders are saved once created? | |
| + | |||
| + | 25.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer? | ||
| + | |||
| + | 26.[ ] Requesting a Supplier Quote - Can you request a Supplier Quote from the Smart Order list? | ||
| + | |||
| + | 27.[ ] Expense Claims - Can you create an Expense Claim Request? | ||
| + | |||
| + | 28.[ ] Pay a Supplier - Can you create a Bill from an Expense Claim Request? | ||
| + | |||
| + | 29.[ ] Reimburse an Employee - Can you create a Cheque from an Expense Claim request? | ||
Revision as of 15:19, 13 November 2014
Overview
Purchases Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] New Supplier - Can you enter a New Supplier populating data within each tab of the Supplier Card?
2. [ ] Bank Details - Why do we enter the banking details for a Supplier?
3. [ ] New Contacts - Can you enter Supplier Contact Details and understand the Primary Contact functionality?
4. [ ] Bill v Purchase Order - Do you understand the difference between a Bill and a Purchase Order?
5. [ ] Entering a Bill - Can you enter a Bill?
6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account?
7. [ ] New Purchase Order - Can you enter a Purchase Order?
8. [ ] Printing and Email Options - How do you print and or email this PO?
9.[ ] Back Order PO - Can you create a back order?
10.[ ] Back Order List - Where do you find a Back Ordered PO?
11.[ ] Receiving a PO - Can you receive the back order?
12.[ ] Partially Receiving a PO - Do you understand the number sequencing with a partially received order?
13.[ ] Transaction Sequence - Do you know the different ways of accessing the Transaction Sequence list?
14.[ ] Entering an Invoice Number - Can you enter the suppliers invoice number on the PO and why is this so important?
15.[ ] Entire Process - Do you know how to do the entire process in one?
16.[ ] Approval Levels - Do you understand how Approval Levels can be applied to individual Employees for Purchasing?
17.[ ] Return Authority - Can you enter a RA (Return Authority)?
18.[ ] Negative PO - Can you create a supplier product and account credit from a Return Authority?
19.[ ] Account Credit - Can you create an account credit?
20.[ ] Smart Order - Can you create a Smart Order?
21.[ ] Automatic Smart Orders - Do you know the different ways ERP can generate Smart Orders and the required Preference settings?
22.[ ] Staff Requests - How do you create a Staff request for products?
23.[ ] Merging Smart Orders - Do you know how to merge smart orders?
24.[ ] Auto Create PO - Do you know where the purchase orders are saved once created?
25.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?
26.[ ] Requesting a Supplier Quote - Can you request a Supplier Quote from the Smart Order list?
27.[ ] Expense Claims - Can you create an Expense Claim Request?
28.[ ] Pay a Supplier - Can you create a Bill from an Expense Claim Request?
29.[ ] Reimburse an Employee - Can you create a Cheque from an Expense Claim request?
