Difference between revisions of "15 General"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
| Line 24: | Line 24: | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | General Training | ||
| − | + | <br> | |
| − | + | ||
| + | <br> Company:___________________________ Signed:____________________________ | ||
| + | Name:___________________ Position:______________ Date: _____________ | ||
| + | Trainee to complete: Please tick | ||
| − | + | 1. [ ] Shipping - Do you know how To create a New Shipping Method? | |
| − | + | 2. [ ] Departments - Do you understand what a Department is? | |
| − | + | 3. [ ] Department Reports - Do you know how you can divide your business into different cost centers? | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | 3. | + | |
| − | Do you know how you can divide your business into different cost centers | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| + | 4. [ ] Terms - Can you create New Terms and also create the definition of the term? | ||
| − | + | 5. [ ] EOM Term - Can you discribe how EOM (End Of Month) works? | |
| − | + | ||
| − | + | 6. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works? | |
| − | + | ||
| − | + | 7. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers? | |
| − | + | ||
| − | + | 8. [ ] Auto Discount - How does this effect the invoice? | |
| − | + | ||
| − | + | 9. [ ] Discount Product - Which product is loaded to the invoice? | |
| − | _____________________________________________ | + | |
| + | 10.[ ] Global List - What does the Global List display? | ||
| + | |||
| + | 11.[ ] Tax Code - Do you know how to view the Tax Code List? | ||
| + | |||
| + | 12.[ ] GST For Sales - What tax codes are used for sales? | ||
| + | |||
| + | 13.[ ] NCG For Purchases - What tax codes are used for purchases? | ||
| + | |||
| + | 14.[ ] Chart of Accounts - Have you assigned all tax codes for your chart of accounts? | ||
| + | |||
| + | 15.[ ] Customising The Toolbar - How To Customise your Toolbar? | ||
| + | |||
| + | 16.[ ] Memorised Transactions - Do you know how a Memorised Transactions works within ERP? | ||
| + | |||
| + | 17.[ ] Reminders - Do you know how to set your reminders within ERP? | ||
| + | |||
| + | 18.[ ] Templates - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation? | ||
| + | |||
| + | <br> Notes: Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 12:32, 9 September 2011
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. [ ] Departments - Do you understand what a Department is?
3. [ ] Department Reports - Do you know how you can divide your business into different cost centers?
4. [ ] Terms - Can you create New Terms and also create the definition of the term?
5. [ ] EOM Term - Can you discribe how EOM (End Of Month) works?
6. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works?
7. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?
8. [ ] Auto Discount - How does this effect the invoice?
9. [ ] Discount Product - Which product is loaded to the invoice?
10.[ ] Global List - What does the Global List display?
11.[ ] Tax Code - Do you know how to view the Tax Code List?
12.[ ] GST For Sales - What tax codes are used for sales?
13.[ ] NCG For Purchases - What tax codes are used for purchases?
14.[ ] Chart of Accounts - Have you assigned all tax codes for your chart of accounts?
15.[ ] Customising The Toolbar - How To Customise your Toolbar?
16.[ ] Memorised Transactions - Do you know how a Memorised Transactions works within ERP?
17.[ ] Reminders - Do you know how to set your reminders within ERP?
18.[ ] Templates - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?
Notes: Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
