What Learned at Critical Systems, Inc.

1722 Words4 Pages

I started working at CSI on September 25, 2013 and I finished on November 22, 2013. When I first stated Jill Mortensen and I sat down with Saira Ortiz and discussed my learning objectives. Jill Mortensen was my supervisor, but I worked with Saira Ortiz more, because she deals with more of the Accounts Payable and Accounts Receivable. Jill deals more with the payroll, taxes and 401k’s. Sometimes, Jill worked with some of the Accounts Payable and Accounts Receivable. Saira and I also entered in checks that we received for vendors. Additionally, we did collection calls and collection letters, which was something new, I have never learned about collection calls or collection letters in school. The equipment that I mostly worked with was computers with Sage 50 and filing cabinets printers, and scanners.
The initial learning objectives were: Understanding the process between Accounts Payable and Accounts Receivable and entering payments, understanding the difference between Accounts Payable and Accounts Receivable, matching up purchase orders with sales orders and invoices, payroll processing (payroll, taxes and 401k’s), and receiving payments. The majority of the time my learning objectives stayed consistent, but there were times it changed.
As I went through, I saw that some of my learning objectives did change; I learned how to do collection letters and learned how to enter in checks into Sage 50. The learning objectives did become repetitive, which is just fine. At least there was some change in the learning objectives. The learning objectives were challenging, but not too challenging.
The objectives were somewhat challenging, at times it was hard to match up purchase orders with sales orders and invoices, because sometimes there...

... middle of paper ...

...hase Order from the Shortcuts list. I would enter the vendor I want to order from, and I must make sure the Ship To: address is the one I want to ship the items to, if it is not correct either by choosing the Drop Ship box below the Date:, then I must type in the customer name in the Customer ID: box. I can type in CSI or SITE if the order is for stock, then I would click on the down button to the right of the Ship to 1 and choose the address I want or type it in. Then in the box where the Customer Sales Number goes, I must type STOCK. Next, I would choose how I want the product shipped. Then I must enter the quantity I am asked to enter, next, I must enter the Item number (if there is one). Finally, once the purchase order is completed, I must print out and fax to the vendor. Then I must attach the fax confirmation to the purchase order and file appropriately.

More about What Learned at Critical Systems, Inc.

Open Document