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FM-310: Posting Routines: FloorManager (1 hour class) |
Gain more understanding into your balance sheet and income statement! This class is designed to offer insight into how and when specific numbers are generated on the balance sheet and income statement.
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By the end of this class you will have learned the following: |
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When sales revenue posts to revenue g/l account and the income statement |
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When inventory asset value posts to the g/l inventory account |
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Affect of delivering materials from inventory vs. invoicing inventory |
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Difference between an unverified inventory entry and a verified inventory entry |
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How payables for inventory posts to the g/l |
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Where to find detailed debits and credits posting in specific g/l accounts |
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How to post transitional entries during the crossover periods |
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JR-310: System Posting Routines: JobRunner (1 hour class) |
Gain more understanding into your balance sheet and income statement! This class is designed to offer insight into how and when specific numbers are generated on the balance sheet and income statement.
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By the end of this class you will have learned the following: |
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When sales revenue posts to revenue g/l account and the income statement |
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When inventory asset value posts to the g/l inventory account |
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Affect of delivering materials from inventory |
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How payables for inventory posts to the g/l |
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Where to find detailed debits and credits posting in specific g/l accounts |
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How to post transitional entries during the crossover periods |
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Difference between stock inventory and special order inventory and how it affects the inventory asset value |
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PS-101: Account Management (1 hour class) |
Take an active roll in the management of your account at Pacific Solutions! This class is designed to inform you about the how-to of our support desk and what a current account means to you.
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By the end of this class you will have learned the following: |
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How to identify yourself to Pacific Solutions |
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Calling the support desk |
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Your account number |
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Your log in user name and password for pacific-solutions.com |
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How to keep your support account current |
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What to do if your maintenance is past due |
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PS-102: System Maintenance (1 hour class) |
A clean system is a system with years of return! This class is designed to guide you in the proper use of maintenance routines and the maintenance of jobs in your management system.
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By the end of this class you will have learned the following: |
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Confirming a/r, a/p, customer payments |
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Closing jobs |
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Marking commissionable jobs paid |
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Checking customer account status routine |
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Clearing blank customer/quote/payable records |
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Job Progress reports |
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Locking sales |
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PS-202: Spreadsheet Imports (2 hour class) |
Electronically import your non-B2B vendor pricing into the product catalog! This class is designed to help you understand the spreadsheet import/export process and give you helpful tools to manipulate the data before brining it into the product catalog.
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By the end of this class you will have learned the following: |
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The import spreadsheet templates |
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Using the spreadsheet import templates |
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Importing the spreadsheet data into the bridge file |
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Using the spreadsheet import routine to substitute information on the spreadsheet |
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Correcting/deleting information on the import spreadsheet |
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Exporting the spreadsheet data from the bridge file into the product catalog |
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PS-215: Reports (2 hour class) |
Understand your business activity and manage your jobs in progress more efficiently! This class is designed to expose the power of our management reports and give you valuable information regarding the progress of your business. |
By the end of this class you will have learned the following: |
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Products sold by type and custom reports |
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Job progress status custom reports |
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Inventory to order and on hand inventory reports |
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Contract detail reports |
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Pacific Solutions' education programs are eligible for WFCA scholarship funds. For more information, call, email, or visit WFCA's website: |
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800.624.6880 |
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www.wfca-pro.org |
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wfca@wfca.org |
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16990 Via Tazon, Suite 122, San Diego, CA 92127 - Phone: 800.400.4927 - Fax: 858.675.9377
© 2009 - Pacific Solutions, All Rights Reserved. |
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