NCT102: How Menu Items Work Together

Transcription

1 NCT102: How Menu Items Work Together Activities for Anytime Learning CERTIFIED COURSE CURRICULUM SAGE UNIVERSITY

2 IMPORTANT NOTICE This document and the Sage 100 Contractor software may be used only in accordance with the Sage 100 Contractor End User License Agreement applicable to the Sage 100 Contractor software. You may not use, copy, modify, or transfer the Sage 100 Contractor software or this documentation except as expressly provided in the license agreement. Visit Sage's training services Web site at call , or us at to learn about training classes that Sage adds throughout the year. Contact your business partner to learn about local training options. Information in this document is intended solely as general information with respect to common business issues and is not to be construed as professional advice. Consult a tax or accounting professional for all tax and account related questions. THE INFORMATION HEREIN IS PROVIDED AS IS AND ALL WARRANTIES ARE EXPRESSLY DISCLAIMED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY: OF MERCHANTABILITY; OF FITNESS FOR ANY PARTICULAR PURPOSE; OF NON-INFRINGEMENT OF ANY PROPRIETARY RIGHT OF ANY THIRD PARTY IN ANY COUNTRY; OTHERWISE ARISING OUT OF ANY PRODUCT, PROPOSAL, SPECIFICATION OR SAMPLE; AND ANY WARRANTY THAT THE DOCUMENT IS ERROR FREE. No license, express, implied, by estoppel or otherwise, to any intellectual property right is granted by this document. Sage Software may make changes to the information in this document at any time, without notice. Recipient is solely responsible for assessing the suitability of the information and assumes all risk of use Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 08/2012

3 How Menu Items Work Together NCT102 Activities NCT102 Activities Activity 1: View Information Flow to Accounts Payable In this activity, you follow a purchase order as it flows into the accounts payable window. Be sure you have logged in to the Sample Company. 1. Open menu item 4-2 Payable Invoices/Credits. 2. In the Order# box, type 3757 and then press Enter. The information on the purchase order appears in the accounts payable window Sage Software, Inc. Online Training at 3

4 NCT102 Activities Sage 100 Contractor 3. Click the View/Add Records button to the right of the Order# box. 4. The Purchase Orders window opens. 5. On row 4, notice in the To Date column that 275 gallons of the original 365 gallons ordered, have been received. Also notice, in the Canceled column, 90 gallons of the original 365 gallons have been canceled. Close the Purchase Orders window. 6. Based on the purchase order information, on row 4, notice that no amount appears in the Quantity column. Originally, 365 gallons of form oil was ordered, 275 gallons were received and 90 gallons were canceled. This leaves 4 Local Training From Business Partners 2012 Sage Software, Inc.

5 How Menu Items Work Together NCT102 Activities the outstanding total amount of zero gallons that is reflected in the accounts payable invoice. 7. Close the 4-2 Payable Invoices/Credits window. When asked if you want to save your changes, click No Sage Software, Inc. Online Training at 5

6 NCT102 Activities Sage 100 Contractor Activity 2: Determine Which Reports Can Be Modified In this activity, you must determine which reports are able to be modified using menu item 13-3 Report Writer Receivable Invoice List: Service Invoice Aging: 6 Local Training From Business Partners 2012 Sage Software, Inc.

7 How Menu Items Work Together NCT102 Activities Employee List: 2-2 Balance Sheet: In the table below is a list the above reports. Enter a YES or NO as to whether or not each report can be modified in menu item 13-3 Report Writer. Report YES or NO Receivable Invoice List Service Invoice Aging Employee List 2-2 Balance Sheet 2012 Sage Software, Inc. Online Training at 7

8 NCT102 Activities Sage 100 Contractor ANSWERS: Report YES or NO Receivable Invoice List YES Service Invoice Aging NO Employee List YES 2-2 Balance Sheet NO Activity 3: Describe the Difference Between Report Writer and Form Design Using the above example, describe the function of menu item 13-3 Report Writer and menu item 13-5 Form/Report Page Design Report Writer is used to: 8 Local Training From Business Partners 2012 Sage Software, Inc.

9 How Menu Items Work Together NCT102 Activities 13-5 Form/Report Page Design is used to: See the next page for the answers Sage Software, Inc. Online Training at 9

10 NCT102 Activities Sage 100 Contractor ANSWERS: 13-3 Report Writer is used to modify the details of an existing report or create a custom report to access certain information stored in the Sage 100 Contractor databases. The information you select will be displayed in the body or content area of the document and cannot be accessed using the form design tool Form/Report Page Design is used to design the layout of a page or pages in a document. You can put your company logo on the document and modify the layout of the form as well as the boilerplate text. This is especially useful on a document that is used in multiple states and your state has different restrictions or verbiage than others. 10 Local Training From Business Partners 2012 Sage Software, Inc.