Difference between revisions of "15 General"
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== Overview == | == 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? | |
Revision as of 15:16, 17 November 2014
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?
