A+ Graded Paper
Sage Intacct Rollout Strategy | End-to-End
Implementation Framework (2025 Edition)
Questions and Mark scheme
Version: Final 1.1
, Time & Expense: What record is tied to the employee dimensions so an employee can submit their own expense reports
from the T&E application? - ✔✔User
Order Entry: What do sales orders, sales quotes, and sales invoices represent in the Order Entry application? -
✔✔Transaction Definitions
Order Entry: How are permissions used within the Order Entry application? - ✔✔Restrict users to enter transactions
within a specific transaction definition
Order Entry: When pricing items in sales transactions, the system determines the calculated amount of the line by using
the unit price and the: - ✔✔Unit of measure
Order Entry: What associates an Order Entry transaction with the appropriate icon on the overview map and with the
applicable transaction menu grouping in the application menu? - ✔✔Workflow category
Order Entry: What can automatically default item prices in an Order Entry sales invoice when assigned to the transaction
definition? - ✔✔Price lists
Order Entry: How would a client company add an additional step to their Order Entry workflow that is unique to their
business when they are currently using a Quickstart workflow? - ✔✔Use advanced workflow to recreate the workflow
with the additional step.
Order Entry: Where on the item information screen would you specify an item is restricted for use in Order Entry
transactions only? - ✔✔Item Type
Order Entry: What happens when advanced Workflow is enabled in the Order Entry application? - ✔✔Advanced
workflow is enabled in the Order Entry, Purchasing, and Inventory applications
Reporting: If you plan to use the project, customer, item, and employee dimensions, they should first be enabled where?
- ✔✔GL Configuration
Reporting: What field in the GL accounts screen ensures the account's balance flows through to the system's pre-defined
QuickStart financial reports? - ✔✔Account Category
Sage Intacct Rollout Strategy | End-to-End
Implementation Framework (2025 Edition)
Questions and Mark scheme
Version: Final 1.1
, Time & Expense: What record is tied to the employee dimensions so an employee can submit their own expense reports
from the T&E application? - ✔✔User
Order Entry: What do sales orders, sales quotes, and sales invoices represent in the Order Entry application? -
✔✔Transaction Definitions
Order Entry: How are permissions used within the Order Entry application? - ✔✔Restrict users to enter transactions
within a specific transaction definition
Order Entry: When pricing items in sales transactions, the system determines the calculated amount of the line by using
the unit price and the: - ✔✔Unit of measure
Order Entry: What associates an Order Entry transaction with the appropriate icon on the overview map and with the
applicable transaction menu grouping in the application menu? - ✔✔Workflow category
Order Entry: What can automatically default item prices in an Order Entry sales invoice when assigned to the transaction
definition? - ✔✔Price lists
Order Entry: How would a client company add an additional step to their Order Entry workflow that is unique to their
business when they are currently using a Quickstart workflow? - ✔✔Use advanced workflow to recreate the workflow
with the additional step.
Order Entry: Where on the item information screen would you specify an item is restricted for use in Order Entry
transactions only? - ✔✔Item Type
Order Entry: What happens when advanced Workflow is enabled in the Order Entry application? - ✔✔Advanced
workflow is enabled in the Order Entry, Purchasing, and Inventory applications
Reporting: If you plan to use the project, customer, item, and employee dimensions, they should first be enabled where?
- ✔✔GL Configuration
Reporting: What field in the GL accounts screen ensures the account's balance flows through to the system's pre-defined
QuickStart financial reports? - ✔✔Account Category
