15 General
From TrueERP wiki
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?
