Difference between revisions of "15 General"
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Answers= | Answers= | ||
[[1. Shipping]] | [[1. Shipping]] | ||
| − | [[2. | + | [[2. Shipping List]] |
| − | [[3. | + | [[3. Location List]] |
| − | [[4. | + | [[4. Departments]] |
| − | [[5. | + | [[5. Department Reports]] |
| − | [[6. | + | [[6. Terms]] |
| − | [[7. | + | [[7. EOM Term]] |
| − | [[8. | + | [[8. EOM plus 20]] |
| − | [[9. Discount | + | [[9. Early Payment Discount]] |
| − | [[10. | + | [[10. Auto Discount]] |
| − | [[11. | + | [[11. Discount Product]] |
| − | [[12. | + | [[12. Customizing Toolbar]] |
| − | [[13. | + | [[13. Customizing Copy To]] |
| − | [[14. | + | [[14. Foreign Exchange Rate]] |
| − | [[15. | + | [[15. Foreign Exchange Rate List]] |
| − | [[16. | + | [[16. Memorized Transaction List]] |
| − | [[17. | + | [[17. Tax Code List]] |
| − | [[18. Templates]] | + | [[18. Sales Tax]] |
| + | [[19. Purchase Tax Codes]] | ||
| + | [[20. Default Tax Codes]] | ||
| + | [[21. Accounts List Tax Codes]] | ||
| + | [[22. Global List]] | ||
| + | [[23. Templates]] | ||
| + | [[24. Template Designer]] | ||
</menu> | </menu> | ||
| Line 29: | Line 35: | ||
</p><p>Trainee to complete: Please tick | </p><p>Trainee to complete: Please tick | ||
</p><p>1. [ ] Shipping - Do you know how To create a New Shipping Method? | </p><p>1. [ ] Shipping - Do you know how To create a New Shipping Method? | ||
| − | </p><p>2. [ ] Departments - Do you understand what a Department is? | + | </p><p>2. [ ] Shipping List - Do you know where you would use these Shipping Methods? |
| − | </p><p> | + | </p><p>3. [ ] Location List - Can you create a new City/Suburb and Post/Zip Code? |
| − | </p><p> | + | </p><p>4. [ ] Departments - Do you understand what a Department is? |
| − | </p><p> | + | </p><p>5. [ ] Department Reports - Do you know how you can divide your business into different cost centers? |
| − | </p><p> | + | </p><p>6. [ ] Terms - Can you create New Terms and also create the definition of the term? |
| − | </p><p> | + | </p><p>7. [ ] EOM Term - Can you describe how EOM (End Of Month) works? |
| − | </p><p> | + | </p><p>8. [ ] EOM plus 20 - Can you describe how EOM (End Of Month) plus 20 works? |
| − | </p><p> | + | </p><p>9. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers? |
| − | </p><p> | + | </p><p>10.[ ] Auto Discount - How does this effect the invoice? |
| − | </p><p> | + | </p><p>11.[ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is authorized? |
| − | </p><p> | + | </p><p>12.[ ] Customizing The Toolbar - How To Customize your Toolbar? |
| − | </p><p> | + | </p><p>13.[ ] Customizing Copy To - Can you copy the toolbar customization to other users? |
| − | </p><p> | + | </p><p>14.[ ] Foreign Exchange Rate - Can you create a new Foreign Exchange Rate? |
| − | </p><p> | + | </p><p>15.[ ] Foreign Exchange Rate List - Why should you always search the "Inactive Rates" before creating a new FX rate? |
| − | </p><p> | + | </p><p>16.[ ] Memorized Transactions list - Do you know how a Memorized Transaction works within ERP? |
| − | </p><p> | + | </p><p>17.[ ] Tax Code List - Do you know how to view the Tax Code List? |
| − | </p><p> | + | </p><p>18.[ ] Sales Tax - What tax codes are used for sales? |
| + | </p><p>19.[ ] Purchase Tax Codes - What tax codes are used for purchases? | ||
| + | </p><p>20.[ ] Default Tax Codes - Do you know where to set up default Tax Codes for your region? | ||
| + | </p><p>21.[ ] Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts? | ||
| + | </p><p>22.[ ] Global List - What does the Global List display? | ||
| + | </p><p>23.[ ] Templates - Do you know how to customize your company templates? | ||
| + | </p><p>24.[ ] Template Designer - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation? | ||
Latest revision as of 05:41, 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 describe how EOM (End Of Month) works?
8. [ ] EOM plus 20 - Can you describe 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 authorized?
12.[ ] Customizing The Toolbar - How To Customize your Toolbar?
13.[ ] Customizing Copy To - Can you copy the toolbar customization 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.[ ] Memorized Transactions list - Do you know how a Memorized 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 customize 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?
