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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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[[1. New Supplier]]
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[[2 Bank Details]]
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[[2. Bank Details]]
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[[3 New Contact]]
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[[3. New Contact]]
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[[4 New and Lists]]
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[[4. Bill v Purchase Order]]
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[[5 Bill v Purchase Order]]
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[[5. Entering a Bill]]
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[[6 Last Account Used]]
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[[6. Last Account Used]]
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[[7 Entering a Bill]]
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[[7. New Purchase Order]]
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[[8 New Purchase Order]]
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[[8. Email PO]]
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[[9 Emailing PO]]
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[[9. Back Order PO]]
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[[10 Back Order PO]]
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[[10. Back Order List]]
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[[11 Receiving PO]]
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[[11. Receiving a PO]]
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[[12 Entering Invoice Number]]
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[[12. Partially Receiving a PO]]
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[[13 Entire Process]]
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[[13. Transaction Sequence]]
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[[14 Return Authority]]
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[[14. Entering an Invoice Number]]
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[[15 Negative PO]]
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[[15. Entire Process]]
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[[16 Account Credit]]
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[[16. Approval Levels]]
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[[17 Smart Order]]
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[[17. Return Authority]]
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[[18 Staff Requests]]
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[[18. Negative PO]]  
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[[19 Merging Smart Orders]]
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[[19. Account Credit]]
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[[20 Auto Ctreate PO]]
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[[20. Smart Order]]
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[[21 Linking Sales to PO's]]
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[[21. Automatic Smart Orders]]
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[[22 FX Preferences]]
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[[22. Staff Requests]]
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[[23 FX Rates List]]
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[[23. Merging Smart Orders]]
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[[24 FX History]]
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[[24. Auto Create PO]]
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[[25 Landed Costs]]
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[[25. Linking Sales to PO's]]
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[[26 Creating FX Purchase Order]]
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[[26. Requesting a Supplier Quote]]
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[[27 Entering FX Values]]
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[[27. Expense Claims]]
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[[28 FX Expense]]
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[[28. Pay a Supplier]]
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[[29 Relate to Purchase Order]]
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[[29. Reimburse an Employee]]
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[[30 Importing Landed Costs]]
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[[31 Adjusting Import Costs]]
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[[32 Don't Include Landed Costs]]
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[[33 Average v Landed]]
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[[34 Landed Cost Example]]
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</menu>  
 
</menu>  
  
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== Overview ==
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== Overview ==
 +
 
 +
Purchases Training
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 +
 
 +
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?
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Purchases Training
+
  
 +
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?
  
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Company:___________________________      Signed:____________________________
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8. [ ] Printing and Email Options - How do you print and or email this PO?
  
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Name:___________________    Position:______________     Date: _____________
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9.[ ] Back Order PO - Can you create a back order?
  
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Trainee to complete:  Please tick
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10.[ ] Back Order List - Where do you find a Back Ordered PO?
  
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1. [   ] New Supplier
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11.[ ] Receiving a PO - Can you receive the back order?  
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Can you enter a New Supplier?
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2.  [  ] Bank Details
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Why do we enter the banking details for a Supplier?
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−
+
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3.  [  ] New Contact
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Can you enter a Supplier Contact Details?
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+
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4.  [  ] New and Lists
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Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top
+
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row are to create new entries and the ones below are to open lists of existing entries?
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5.  [  ] Bill v Purchase Order
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Do you understand the difference between a Bill and a Purchase Order with reference to accounts
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being entered on Bills, while products are entered through a Purchase Order?
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+
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6.  [  ] Last Account Used
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Can you turn on the preference to auto load the last used account?
+
  
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7. [   ] Entering a Bill
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12.[ ] Partially Receiving a PO - Do you understand the number sequencing with a partially received order?  
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Can you enter a Bill?
+
−
+
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8.  [  ] New Purchase Order
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Can you enter a Purchase Order?
+
  
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9. [   ] Email PO
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13.[ ] Transaction Sequence - Do you know the different ways of accessing the Transaction Sequence list?
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How do you email this PO?
+
  
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10.[   ] Back Order PO
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14.[ ] Entering an Invoice Number - Can you enter the suppliers invoice number on the PO and why is this so important?
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Can you create a back order ?
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11.[  ] Receiving PO
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Can you receive the back order?
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12.[  ] Entering Invoice Number
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Can you enter the suppliers invoice for the back order?
+
  
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13.[   ] Entire Process
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15.[ ] Entire Process - Do you know how to do the entire process in one?
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Do you know how to do the entire process in one?
+
  
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14.[   ] Return Authority
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16.[ ] Approval Levels - Do you understand how Approval Levels can be applied to individual Employees for Purchasing?
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Can you enter a RA (Return Authority)?
+
  
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15.[   ] Negative PO
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17.[ ] Return Authority - Can you enter a RA (Return Authority)?  
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Can you create a supplier product and account credit?
+
  
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16.[   ] Account Credit
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18.[ ] Negative PO - Can you create a supplier product and account credit from a Return Authority?  
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Can you create an account credit?
+
  
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17.[   ] Smart Order
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19.[ ] Account Credit - Can you create an account credit?  
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Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?
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18.[  ] Staff Requests
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How do you create a Staff request for products?
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19.[   ] Merging Smart Orders
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20.[ ] Smart Order - Can you create a Smart Order?  
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Do you know how to merge smart orders?
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20.[  ] Auto Create PO
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Do you know where the purchase orders are saved once created?
+
  
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21.[   ] Linking Sales to PO's
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21.[ ] Automatic Smart Orders - Do you know the different ways ERP can generate Smart Orders and the required Preference settings?  
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Can you create a Purchase Order specifically for a customer?
+
  
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22.[   ] FX Preferences
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22.[ ] Staff Requests - How do you create a Staff request for products?  
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What do you need to turn on to use this module?
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23.[  ] FX Rates List
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How do you activate in-active rates?
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24.[   ] FX History
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23.[ ] Merging Smart Orders - Do you know how to merge smart orders?  
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Why is history with foreign exchange important?
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25.[  ] Landed Costs
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How do you view the landed cost of a product?
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26.[   ] Creating FX Purchase Orders
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24.[ ] Auto Create PO - Do you know where the purchase orders are saved once created?  
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Can you enter purchase order in foreign currency?
+
  
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27.[   ] Entering FX Values
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25.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?  
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Where are the FX fields on a purchase order?
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28.[  ] FX Expense
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How would you enter any expenses related to importing goods?
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29.[  ] Relate to Purchase Order
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Do you know how to link import bills to Purchase Orders ?
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30.[  ] Importing Landed Costs
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Can you import the costs now associated with the purchase order?
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31.[  ] Adjusting Import Costs
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Can you adjust the alocation of these costs between the products on the purchase order?
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32.[  ] Don't Include Landed Costs
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Why is the landed cost separate from the average cost?
+
  
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33.[   ] Average v Landed
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26.[ ] Requesting a Supplier Quote - Can you request a Supplier Quote from the Smart Order list?
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Do you know where these values are displayed on the product card?
+
  
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34.[   ] Landed Cost Example
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27.[ ] Expense Claims - Can you create an Expense Claim Request?
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Does the spreadsheet example make sense?
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+
  
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Notes:
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28.[ ] Pay a Supplier - Can you create a Bill from an Expense Claim Request?
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Are there any aspects in this area that more training would be useful?
+
  
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_____________________________________________
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29.[ ] Reimburse an Employee - Can you create a Cheque from an Expense Claim request?
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_____________________________________________
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_____________________________________________
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_____________________________________________
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_____________________________________________
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_____________________________________________
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_____________________________________________
+

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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