Difference between revisions of "6 Purchases"
From TrueERP wiki
| Line 4: | Line 4: | ||
[[2. Bank Details]] | [[2. Bank Details]] | ||
[[3. New Contact]] | [[3. New Contact]] | ||
| − | [[4. | + | [[4. Bill v Purchase Order]] |
| − | [[5. Bill | + | [[5. Entering a Bill]] |
[[6. Last Account Used]] | [[6. Last Account Used]] | ||
| − | [[7. | + | [[7. New Purchase Order]] |
| − | [[8. | + | [[8. Email PO]] |
| − | [[9. | + | [[9. Back Order PO]] |
| − | [[10. Back Order | + | [[10. Back Order List]] |
[[11. Receiving PO]] | [[11. Receiving PO]] | ||
| − | [[12. | + | [[12. Partially Receiving a PO]] |
| − | [[13. | + | [[13. Transaction Sequence]] |
| − | [[14. | + | [[14. Entering Invoice Number]] |
| − | [[15. | + | [[15. Entire Process]] |
| − | [[16. | + | [[16. Approval Levels]] |
| − | [[17. | + | [[17. Return Authority]] |
| − | [[18. | + | [[18. Negative PO]] |
| − | [[19. | + | [[19. Account Credit]] |
| − | [[20. | + | [[20. Smart Order]] |
| − | [[21. | + | [[21. Automatic Smart Orders]] |
| − | [[22. | + | [[22. Staff Requests]] |
| − | [[23. | + | [[23. Merging Smart Orders]] |
| − | [[24. | + | [[24. Auto Create PO]] |
| − | [[25. | + | [[25. Linking Sales to PO's]] |
| − | [[26. | + | [[26. Requesting a Supplier Quote]] |
| − | [[27. | + | [[27. Expense Claims]] |
| − | [[28. | + | [[28. Pay a Supplier]] |
| − | [[29. | + | [[29. Reimburse an Employee]] |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
Revision as of 11:03, 19 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?
