Difference between revisions of "15 General"
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Revision as of 05:30, 10 December 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. [ ] Shipping List - Do you know where you would use these Shipping Methods?
3. [ ] Location List - Can you create a new City/Suburb and Post/Zip Code?
4. [ ] Departments - Do you understand what a Department is?
5. [ ] Department Reports - Do you know how you can divide your business into different cost centers?
6. [ ] Terms - Can you create New Terms and also create the definition of the term?
7. [ ] EOM Term - Can you discribe how EOM (End Of Month) works?
8. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works?
9. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?
10.[ ] Auto Discount - How does this effect the invoice?
11.[ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is autherised?
12.[ ] Customising The Toolbar - How To Customise your Toolbar?
13.[ ] Customising Copy To - Can you copy the toolbar customisation to other users?
14.[ ] Foreign Exchange Rate - Can you create a new Foreign Exchange Rate?
15.[ ] Foreign Exchange Rate List - Why should you always search the "Inactive Rates" before creating a new FX rate?
16.[ ] Memorised Transactions list - Do you know how a Memorised Transaction works within ERP?
17.[ ] Tax Code List - Do you know how to view the Tax Code List?
18.[ ] Sales Tax - What tax codes are used for sales?
19.[ ] Purchase Tax Codes - What tax codes are used for purchases?
20.[ ] Default Tax Codes - Do you know where to set up default Tax Codes for your region?
21.[ ] Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?
22.[ ] Global List - What does the Global List display?
23.[ ] Templates - Do you know how to customise your company templates?
24.[ ] Template Designer - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?
