Account Management & Sales Support
Where can you view a customer’s past purchases and account details?
Customer Card
Where can you find a receipt created from a purchase order?
Posted Purchase Receipt
Where do you post finished goods to update inventory?
Production Journal
Where can you check the quantity of an item currently on hand?
Item Card
Which page shows all accounts available for posting transactions?
Chart of Accounts
How can you confirm whether an order was fully shipped?
Sales Order Lines
Where can you check the expected receipt date for an open PO?
Purchase Order Header
A completed production order has which status?
Finished
How do you move inventory between bins or locations?
Item Reclass Journal
Which page shows detailed general ledger transactions?
General Ledger Entries
Where can you find tracking information for a completed shipment?
Posted Sales Shipment
How do you post a received purchase order?
Purchase Order → Post
Which worksheet shows planned orders for upcoming manufacturing runs?
Planning Worksheet
Where can you find and print pick documents for warehouse orders?
Warehouse Picks
Which field blocks a customer or vendor from being used in new transactions?
Privacy Blocked
Which page lets you assign a salesperson to a customer or sales document?
Sales Order Header / Customer Card
Where do you process vendor returns or RMAs?
Return Orders
Where can you record scrap quantities and production output details?
Output Journal
Where can you track goods currently being transferred between sites?
Transfer Orders
Where can you view a vendor’s payment terms and TAX/VAT details?
Vendor Card
You need to review all invoices linked to a specific customer. Which page do you search for?
Customer Ledger Entries
Which page allows you to create a new purchase order from scratch?
Purchase Orders
Which status lets you start posting output on a production order?
Released
Which page lists all lot numbers or serials for a specific item?
Item Tracking Lines
How can you quickly export and edit financial data in Excel for review?
Edit in Excel