INVENTORY AND PURCHASING

Question 1

You’ve created a PO and marked it as sent. You then realize you entered an incorrect quantity for one of the items. How could you correct the item?
a. Once a PO has its status set to sent it cannot be edited. It must be deleted and recreated.
b. change the status of the PO back to pending, then edit the items on the PO as needed.
c. click edit on the PO and update the line items as necessary
d. Call the supplier and tell them about the error, then adjust the quantity on the receipt once the items arrive

Answer 1

b.

Question 2

If you receive your PO shipment fully, the PO status will be updated from sent to _____?
a. received
b. billed
c. done for now
d. done

Answer 2

a.

Question 3

In the replenishment screen what impact will selecting group replenishments by-“vendor, location, job” have?
a. a single PO will be created for all parts used on a job, with the primary vendor listed on each row.
b. the items to be replenished will be displayed in groups based on your selection
c. a separate PO

Question 4

If you created a job-related PO but realize you selected the wrong job number, as long as the PO has not been received you can edit the job number rather than cancel the PO and create a new one. True or false?

Answer 4

true

Question 5

When viewing the list of purchase orders, what does a red number that appears on a PO’s speech balloon icon indicate?
a. the number of line items on PO
b. the number of receipts that have been created against the PO
c. the number of internal comments that have been added to the PO

Answer 5

c

Question 6

When a job-related Po is created to order materials from a vendor other than the one identified as the primary vendor, how will the cost of the materials in job costing for that job be impacted?
a. the job costing will be updated to reflect the cost charged by selected vendor
b. it will not be affected, the job costing will still use primary vendors cost
c. the cost used in job costing will be updated and the primary vendor of materials will be updated to the selected vendor

Answer 6

a

Question 7

You have a regular order you place monthly with a supplier, for a list of non-job related materials. Which options below would you to efficiently manage this order for each month?
a. create a purchase order type for the monthly order and then make the initial order by creating a PO. Each month, search by PO type and copy last months PO. Update the item quantities as necessary.
b. Create an initial PO and give it a PO number you will easily be able to recognize. Each month search for that PO number and copy the previous months PO. Update the item quantities as necessary.
c. download the PO excel template and fill it in with the regular list of materials you will order. Each month create a PO by importing and updated version of the spreadsheet.

Answer 7

a,c

Question 8

In the warehouse view of trucks and warehouses setup, what does the value in the number of trucks column represent.
a. the number of trucks have been associated/attached to that warehouse
b. the number of trucks that are parked at that warehouse each night
c. the maximum number of trucks the warehouse has room to hold stock for

Answer 8

a

Question 9

returns that are created from a PO can only contain items that appeared on the original PO. True or false?

Answer 9

true

Question 10

After a PO is received or partially received, the system generates a unique bill, which is an electronic copy of
a. the vendor invoice
b. the customer invoice
c. a vendor payment

Answer 10

a

Question 11

a vendor has provided you with a new price lsit for the items you purchase from them. How could you change the vendor price for the items most efficiently?
a. you must update the vendor cost in the pricebook one item at a time
b. filter the materials list in the pricebook based on vendor put the list in edit mode and modify the vendor cost for the items
c. on the pricebook import/export screen, export the vendor material list. Update the cost associated with the vendor then reimport the file

Answer 11

c

Question 12

If you need to create a PO related to a job, you can do so from each of the following
a. the invoice page of the job
b. from the purchase order section of the purchasing screen
c. right clicking the job on dispatch board
d. the job action menu

Answer 12

a,b,d

Question 13

You allow your techs to create PO’s from their mobile device. How could you prevent them from having visibility to the cost of the items when they add them to the PO?
a. don’t give permission for your techs to view cost of materials
b. in purchasing configurations, select “hide cost on mobile POs”
c. set the cost of the items to zero and update them when the bill is received from supplier

Answer 13

b

Question 14

clicking the vendor name link when viewing a purchase order will:
a. allow you to change the vendor you are ordering from
b. open the pricebook
c. open the vendor’s profile allowing you to view or edit the vendor detail
d. mark the PO as “sent” to the vendor

Answer 14

c

Question 15

When recording a partial receipt against a PO(not all the items ordered arrived) you have the option of leaving the original PO open in “partially received” status or adding the remaining items to a brand new PO and marking the original PO as fully received. True or false?

Answer 15

true

Question 16

Multiple techs can attached to same truck. True or false?

Answer 16

true

Question 17

If you submit a PO to a vendor and the vendor ships a quantity greater than you ordered, you can create the receipt using the higher, shipped quantity. If the PO is job-related, will the quantity of materials on the job be increased as well?
a. no- the original purchase order quantity will continue to be used on the job
b. yes- the quantity on the job will increase as well

Answer 17

b

Question 18

If you’ve been notified by a supplier that the items on a PO in sent status are backordered you can cancel the PO and order them from a different supplier? True or false?

Answer 18

true

Question 19

Once a PO has been set to a status of sent you can create a receipt. A receipt representes ___?
a. a document from the supplier showing the materials ordered have been paid for
b. a document from the supplier that shows how much you owe for the materials ordered
c. an electronic copy of the packing slip that you receive with your shipment that lists what was included in the shipment

Answer 19

c

Question 20

If you receive an invoice from a vendor for items your ordered via a PO, and the cost of the items is different then expected and shipping charges were included, you must edit the original PO to ensure the bill in ST is accurate? True or false?

Answer 20

False

Question 21

All trucks must be linked to a warehouse. This allows PO created for a truck to:
a. Be associated with the right job
b. automatically increase the stock count of that warehouse when the items arrive
c. be delivered to the linked warehouse location

Answer 21

b,c

Question 22

When you have the purchasing module active but not inventory, when will material and equipment items listed on the job appear in the replenishment link?
a. when the job invoice has been batched and posted
b. when the job has started (the first assigned techs has arrived)
c. as as the items are added to the invoice

Answer 22

b

Question 23

If you update a vendor’s details, such as address, email address or phone number, existing POs that have been created will be updated with the change. True or false?

Answer 23

True

Question 24

In the replenishment screen what impact will selecting group replenishments by- “vendor, location, job” have?
a. a separate PO will be created for each unique vendor and inventory location associated with items used on a job
b. a single PO will be created for all parts used on a job, with the primary vendor listed on each row
c. the items to be replenished will be displayed in groups based on your selection

Answer 24

a

Question 25

You’ve sent a PO to a vendor who then informs you that there will be a delay and materials will arrive in multiple shipments. Where is the best place to add a note with this information so other members of the purchasing team have visibility?
a. open and edit the PO and add a note to the description of each item
b. change the status of the Po to “on hold”
c. in the PO list, click the comment icon (speech balloon) at the end of the row and record the note
d. open and edit the PO and add a note in the memo field.

Answer 25

c

Question 26

If you have the purchasing module active but not inventory where is the list of material and equipment items in the replenishment list coming from?
a. adding them as linked material or equipment items to a service in the pricebook
b. they are only added when they are used on jobs (listed in add materials and equipment screens of the invoice)
c. when they are added to a job-related PO

Answer 26

b

Question 27

You have given a member of the office team permission to “create PO’s” but sometimes they cannot do so. What might be the problem?
a. the employee does not have permission to view vendor info
b. they are not associated with the business unit the PO is associated with
c. the PO type is set to auto-receive, and the employee does not have “receive shipment” permission.

Answer 27

c.

Question 28

You can create a ____ to move inventory items from one warehouse or truck to another.
a. receipt
b. adjustment
c. replenishment
d. transfer

Answer 28

d,

Question 29

With the inventory module active, what will cause material and equipment items to appear in replenishment list?
a. their consumption on jobs only (listing them in add materials and equipment screens of the invoice)
b. when an item’s on-hand quantity has fallen below its established minimum quantity as a result of consumption on jobs or inventory transactions such as transfers

Answer 29

b

Question 30

With inventory and/or purchasing active, when adding new material or equipment items in the pricebook you will be required to identify a primary vendor the item. True or false?

Answer 30

True

Question 31

Your company works in two different trades. Your 15 trucks have one of three possible inventory stock layouts; trade 1 materials, trade 2 materials, or materials for both trades. How will you add the appropriate stock layout to each truck?
a. create a warehouse for each trade, then attach each truck to the appropriate warehouse.
b. when creating each truck, attach to it the Business unit for each trade
c. Create an inventory template for each layout. Assign the correct template to each truck.

Answer 31

c

Question 32

When using inventory, you can mark on each material and equipment item in your pricebook whether or not it is tracked in inventory. True or false?

Answer 32

True

Question 33

With inventory active, replenishments can be performed by generating a PO or transferring items from another warehouse. True or false?

Answer 33

True

Question 34

Which of the following would prevent you from marking an inventory-tracked pricebook item as inactive?
a. it appearing in a replenishment list
b. it being part of an inventory template assigned to a warehouse or truck
c. having a on-hand quantity in any warehosue

Answer 34

c

Question 35

If serialized items are added to a PO that is set to auto-receive, where will the serial numbers of the items need to be added?
a. to the line items on the receipt that is generated
b. serialized items cannot be added to PO’s set to auto receive
C. In the warehouse or truck that the items are received to
d. to the line items on the PO

Answer 35

d

Question 36

When you add vendor information to an item in the pricebook you can identify which of the following.
a. the vendors number for the item which will then appear on POs to that vendor
b. the standard delivery time when that item is ordered from that vendor
c. the price the vendor charges you for that item
d. who your primary supplier is for that item

Answer 36

a, c, d

Question 37

If you are using serialized inventory, when transferring a serialized item between inventory locations, at what point in the transfer process must the serial number be selected?
a. when the transfer is created and is set to pending status
b. when the transfer’s status is changed to picked
c. when the transfer’s status is set to received

Answer 37

b

Question 38

You’ve recorded a receipt for a PO that contains serialized items but entered one of the serial numbers incorrectly. When you edit the receipt to update the serial number, the serial number will automatically be updated on the associated vendor bill as well. True or false?

Answer 38

false

Question 39

With inventory and/or purchasing active, when adding new materials or equipment items in the pricebook you will be required to identify a primary vendor for the item. True or false?

Answer 39

True

Question 40

Identify all matches

Answer 40

Item details: Information about item’s status across the inventory location including its set minimum and maximum quantity

transactions: Historical information related to movement of the item, including date, source, inventory location, and quantity.

on hold: a list of all transactions that have reserved a quantity of the item for use on an upcoming job

Question 41

Creating an inventory template allows you to do each of the following:
a. identify the minimum and maximum quantity of each item sticked and in a warehouse or truck
b. assign a standard stock list to a number of warehouses or trucks
c. build a standard list of inventory items that are stocked in warehouses and trucks
d. set the initial on-hand quantity of the items in the template in whichever warehouse or trucks the template is assigned to.

Answer 41

a, b, c

Question 42

Once the inventory tracking has been turned on, it cannot be turned off. True or false?

Answer 42

True

Question 43

When a tech is building an estimate for a customer, they can include rebates the customer is eligible for and have them appear on the estimate. If the customer accepts the estimate, they rebate amount will automatically be subtracted from the invoice subtotal. True or false

Answer 43

false

Question 44

While on a job, a customer told the tech they have a membership and their tune-up due next month. The tech is qualified to do the tune-up. How would the tech properly mark that they are performing the upcoming recurring service?
a. select history, recurring services, select the recurring service they are performing and tap completed. It will be added to the job invoice.
b. add a note in the job telling the person in the office reviewing the invoice that they completed the upcoming recurring service.
c. the technician cannot complete a recurring service unless attached to the job before it was assigned to them
d. go to the pricebook and select the recurring service task to add it to the invoice.

Answer 44

a

Question 45

If a technician uses the pencil icon on the job screen to record a note, that note will be visible to the customer on their invoice. True or false?

Answer 45

false

Question 46

Which can be used as a trigger for a technician form (a non-job related form)?
a. the tech being assigned to a job with a specific job type
b. a non-job event that is added to the tech schedule
c. the tech’s arrival at their first job of the day
d. the tech logging into mobile in the morning

Answer 46

b

Question 47

If a tech sees a red circle M next to a customer’s name, they know the customer has a membership. Where can they go to view the membership details?
a. return to the dashboard screen and view the membership detail from the job list
b. from the job, select “Contact details”
c. From the job, select history and then select memberships

Answer 47

b

Question 48

You’ve created a number of non-job related tech forms (truck inspections, safety checklists, time-off requests). Once they’re published, where will the tech access them in mobile?
a. they can be found in the content portal in mobile
b. they can click on my forms tab and then select the add forms the add forms button
c. they can click on the all jobs tab and then select any job listed. In the job selecting the forms option will them the available tech forms.
d. this is a trick question. Forms must be created and accessed in relation to a job (or the customer/location)

Answer 48

b

Question 49

If a tech uses the add subitems option to add a package or “item group” to an invoice, which of the following actions can be performed from the office when accessing that invoice?
a. remove the items from the item group by clicking the X next to the item
b. add additional items to the item group
c. edit items in the item group by clicking the edit pencil next to the item

Answer 49

a,c

Question 50

You have set the permission “Purchase order receipt photo required” on your tech’s profiles. When they take a picture of the receipt while creating a PO, you will find the picture in all of the follwing except which?
a. it appears under photos and videos on the job
b. it appears under photos and videos on the customer and location record
c. it is an attached file on the receipt associated with the PO
d. it appears as an attached file on the purchase order

Answer 50

d.

Question 51

If a tech is working on a job that has additional appointments remaining on future dates, selecting complete the job in the job closeout will not impact those remaining appts. true or false?

Answer 51

false

Question 52

Through the previous estimates list in a customers history, a technician can select and add any previous estimate to the current job, as long as the estimate was not previously sold. True or false?

Answer 52

False

Question 53

Adam, the lead tech, has been given lead tech actions permission on their profile. IF adam marks himself as done on a job while others are still working, will he still be able to manage the job actions of the remaining crew?
a. no, when the lead techs completes and closes out a job, they lose access to that job.
b. yes, when the lead tech will still be able to dispatch, arrive, record meal breaks and closeout the job for other techs from that crew still working on that job.

Answer 53

b