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<menu name="myMenu" align="center">
 
<menu name="myMenu" align="center">
 
Answers=
 
Answers=
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[[1. New Supplier]]
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[[2. Bank Details]]
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[[3. New Contact]]
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[[4. Bill v Purchase Order]]
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[[5. Entering a Bill]]
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[[6. Last Account Used]]
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[[7. New Purchase Order]]
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[[8. Email PO]]
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[[9. Back Order PO]]
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[[10. Back Order List]]
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[[11. Receiving a PO]]
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[[12. Partially Receiving a PO]]
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[[13. Transaction Sequence]]
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[[14. Entering an Invoice Number]]
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[[15. Entire Process]]
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[[16. Approval Levels]]
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[[17. Return Authority]]
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[[18. Negative PO]]
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[[19. Account Credit]]
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[[20. Smart Order]]
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[[21. Automatic Smart Orders]]
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[[22. Staff Requests]]
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[[23. Merging Smart Orders]]
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[[24. Auto Create PO]]
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[[25. Linking Sales to PO's]]
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[[26. Requesting a Supplier Quote]]
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[[27. Expense Claims]]
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[[28. Pay a Supplier]]
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[[29. Reimburse an Employee]]
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</menu>
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== Overview  ==
 +
 +
Purchases Training
 +
 +
 +
Company:___________________________ Signed:____________________________
 +
 +
Name:___________________ Position:______________ Date: _____________
 +
 +
Trainee to complete: Please tick
 +
 +
<br>
 +
 +
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?

Latest revision as of 05:40, 20 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?

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