Workshops and Study Questions
Setup/Implementation
Setup Workshops
Situation 1
Instructions: Your company sells both kitchen products (such as blenders) and beverage products (such as beer). Kitchen products are sold primarily to large retail stores and beverages are sold primarily to grocery stores. Some customers buy both types of products.
1 Set up a new credit term giving a 10 percent discount on all payments received within 5 days of invoicing and a due date of 60 days after invoice date.
2 Set up a new tax rate; in the US or Canada set up a new state or province. Elsewhere, set up a new VAT class.
Menu Name/Number:
3 Set up a new salesperson, perhaps yourself.
Menu Name/Number:
4 Add a customer, a retail store that would buy both blenders and beer. Assign this customer the credit terms, tax rate, and salesperson that you set up.
Menu Name/Number:
5 Set up a special commission rate for your sales to this customer, perhaps 80 percent?
Menu Name/Number:
6 Whenever you sell something to this customer, the invoice goes to their corporate headquarters.
Set it up. What did you have to do?
7 Enter two different ship-to addresses for this customer. Note the address codes that you used, since we use them in the next workshop activity.
Address Codes:
Situation 2
The customer you just set up also pays freight charges on all shipments of blenders.
Instructions:
1 Check to see if the unit of measure you are using for your item is set up. If not, set one up.
Menu Name/Number:
2 Set up the freight charges. Use a nontaxable trailer code when setting up the freight list.
Menu Name/Number:
3 Assign the freight information to your customer.
Menu Name/Number:
4 Add the freight class, net, and ship weights to your inventory item.
Menu Name/Number:
Study Questions for Setup
1 In QAD Enterprise Applications, there are two credit terms tables, one for sales/AR, the other for purchasing/AP.
True or False
Why?
2 All of the invoices that your company sends out in the first quarter of the year are due on April 30. If they pay early (by April 1) they receive a two-percent discount. How do you set this up?
3 If you receive a supplier invoice dated February 6, with terms two-percent discount 10 days EOM, due 30 days EOM, what are the discount and due dates?
Discount Date:
Due Date:
4 How would you set up a price list that offered a distributor the following?
a Ten percent off all sales, with an additional five percent on all purchases of over 1000 units, and an additional ten percent on all purchases of over 5000 units.
b Special case price for item 90-1000 when sold in cases; just $10 per CS (one CS hold 20 EA).
c Special cost-plus pricing for products in product line 1000, all purchases are priced as cost plus 25 percent.
5 In Customer Data Maintenance (2.1.1), setting Multiple to Yes indicates that the customer has multiple shipping addresses.
True or False
Why?
6 A different credit limit should be established for each ship-to address for a customer.
True or False
Why?
7 If you want to produce Accounts Receivable statements for a customer, which two fields do you need to initialize?
Field Name:
Field Name:
8 You are using Master Comments to store shipping and delivery information that is to print at the top of every sales order and packing list you send to a given customer. What would you recommend that you set the following fields to?
Reference:
Type:
Language: