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