15 General

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 - What is the name of the Product applied to an Invoice if Early Payment is autherised?

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?