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CompErp Final Exam

1. The document provides instructions for completing a hands-on exam in Infor software. It involves completing several tasks in different Infor forms, including job packets, job materials, unposted job transactions, and financial statements. 2. The tasks include selecting a job number, entering quantities, processing transactions, and verifying values on different forms. 3. Students are instructed to take screenshots of each form output as evidence of completing the tasks correctly. The financial statement tasks involve generating balance sheet and income statement reports for a given period.

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Roie Andrae Arayon
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103 views22 pages

CompErp Final Exam

1. The document provides instructions for completing a hands-on exam in Infor software. It involves completing several tasks in different Infor forms, including job packets, job materials, unposted job transactions, and financial statements. 2. The tasks include selecting a job number, entering quantities, processing transactions, and verifying values on different forms. 3. Students are instructed to take screenshots of each form output as evidence of completing the tasks correctly. The financial statement tasks involve generating balance sheet and income statement reports for a given period.

Uploaded by

Roie Andrae Arayon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Final Exam Hands on Exercise

Infor Registration

1. Open the Job Packet Form. For the Job Range you will select your job in the Starting and Ending fields:
JXXX_00000X. If the document does not open in a new tab go to the Report Output Files to view the document.
(10pts.)
2. Open the Job Material Transactions Form. Select your Job from the drop down list and tab out of the field. Select
the First Line item for the Master Unit item, and ensure the quantity is the same as you entered for the Job earlier
– Quantity should be 1 (10pts.)
3. Open the Unposted Job Transactions form. Select your Job. Click the filter in Place You may need to reselect
your job at this point. Ensure Run is selected as the Transaction Type. Select an Employee. Enter 1 under
Complete. Enter total hours = 0.5 8. Select Oper Complete check box to indicate the Job Operation is complete.
Select Close Job check box. Save the Form (If you do not save the form, you cannot complete the next step).
(10pts.)

4. Select the Second Line item for the Optional Accessory and ensure quantity is 1 5. Once both items are selected
you can click the Process button. You will receive a message stating Post was Successful. You can now go to the
Job Materials Form to verify the process. Select your job number and click the filter. Then click on the Accum
Values tab on the Job Materials Form. Ensure the Qty Issued is equal to what was entered on the previous form
– It should read a minimum of 1. If it reads 0 your post was not successful on the Job Material Transactions.
(10pts.)
a. Selecting Second Line Item

b. Click Process button and Post was Successful


c. You can now go to the Job Materials Form to verify the process. Select your job number and click the filter.
d. Click on the Accum Values tab on the Job Materials Form. Ensure the Qty Issued is equal to what was entered
on the previous form – It should read a minimum of 1.
5. Let’s assume it’s month end and we want to review the financial statements for the month. Open Financial
Statement Output Form Select Balance Sheet Account Detail box should be checked Report Type should say Main
Currency is USD Current Date is today, but would typically be the end of a month date Site Group DALS Line
Summary Level is Site Year Start should be 1/1/2016 or the beginning of the current year you want to see data
for Period would be the Month that you are in or the Month you want the report for. In this example it is 11
Period Start and End Dates would be the beginning and ending of a month or a year From and To Unit Codes can
be selected, however in our exercise please leave empty Sort Order to remain at 0 Preview Print screen (30pts.)

a. Balance Sheet page 1


b. Balance Sheet Page 2
c. Balance Sheet Page 3
d. Balance Sheet Page 4
6. Now let’s look at an Income Statement, also known as a Profit and Loss Statement From the Financial Statement
Output Form (open it if you have closed it) Under Report ID – Select Income All other information will remain the
same as what you have selected or entered for your Balance Sheet Report. Select Preview . Prinscreen. (10pts.)
a. Income Sheet Page 1
b. Income Sheet Page 2
c. Income Sheet Page 3
d. Income Sheet Page 4
e. Income Sheet Page 5
f. Income Sheet Page 6
g. Income Sheet Page 7
Screenshot of all the forms used in the Infor Exam
Note: Screenshot all your output. Make sure to approach me before you send your documents in pdf format. One page
per output. At 11am make sure that all documents are sent.

Goodluck!!!

Ma’am

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