Activant Prelude. Entering Vendor Claims and Warranty Replacements
|
|
- Felix Mills
- 6 years ago
- Views:
Transcription
1 Activant Prelude Entering Vendor Claims and Warranty Replacements
2 This class is designed for Purchasing agents Operations managers Administration Management Anyone who handles vendor returns
3 Objectives Set up maintenance options for vendor claims Define warranty inventory and learn how to move products into warranty inventory Learn methods to create vendor claims to return material to the vendor Update vendor claims to confirm shipments and to adjust inventory Enter a warranty replacement to update inventory and the general ledger
4 This course will NOT cover Setting up vendors Entering purchase orders, stock receipts Accounts Payable functions Custom modifications User-specific topics or scenarios
5 Inventory Parameters Determines if the vendor s invoice is required in Vendor Claim Entry Option Parameters > Inventory Parameters > F5-Add Info
6 Vendor Maintenance Vendor Maintenance > F5-Add Info
7 Warranty Inventory Prelude s definition of warranty inventory Any product that is damaged, defective, incorrectly shipped, or for any other reason should be: Returned to the vendor - Material is sent back to the vendor for credit or replacement Scrapped - Material is thrown away rather than returned. The vendor still sends a credit or replacement
8 Move Products into Warranty Inventory Credit Memo Entry Issue credit for material returned from the customer Stock Receipts Entry Enter a Rejection Claim when you receive the material Inventory Adjustment Entry Adjust inventory to move on-hand inventory into warranty inventory
9 Credit Memo Entry Order Processing > Additional Entry and Printing > Credit Memo Entry > enter a Product
10 Credit Memo Entry Tag number tracks the product through the claim and replacement process. R - Return S - Scrap Vendor s rules for returns Order Processing > Additional Entry and Printing > Credit Memo Entry > Line Item Credit Detail screen > enter a quantity in QtyWty
11 Inventory Adjustment Entry Inventory > Inventory Adjustments > Inventory Adjustment Entry
12 Inventory Adjustment Entry Inventory > Inventory Adjustments > Inventory Adjustment Entry > Inventory Adjustment Line Detail screen > enter a positive quantity
13 Stock Receipts Entry Receive the full quantity, including the damaged quantity. Inventory > Stock Receipts > Stock Receipts Entry > Detail Information screen
14 Stock Receipts Entry Reject only the damaged quantity of 5. The remaining 10 go into stock. Inventory > Stock Receipts > Stock Receipts Entry > Detail Information screen > F5-Reject Claim
15 Warranty Tag Inquiries Display detail transaction and status information for each product that has a warranty tag Warranty Tag by Tag Warranty Tag by Vendor Warranty Tag By Product Warranty Tag by Customer Inventory >Inquiries > Warranty Tag Inquiries
16 AppShare Assign tags to warranty inventory Credit Memo Entry Stock Receipts Entry Inventory Adjustment Entry View warranty tag inquiries
17 Which of the following can NOT be used to move a product into Warranty Inventory? 1. Stock Receipts Entry 2. Credit Memo Entry 3. Purchase Order Entry 4. Inventory Adjustment Entry
18 Vendor Claim Process Vendor Claim Entry Identifies the material to be returned References the vendor RMA (return material authorization) Vendor Claim Printing (optional) Prints, faxes, or s the claim Printed copy can be used for a packing slip to ship the product Buyer Queue Inquiry (optional) Claim automatically appears in the buyer s queue Stays in the queue until the claim is created and updated Vendor Claim Update Processing Confirms the shipment Updates inventory Sets the claim up for reconciliation (credit or replacement)
19 Creating a Vendor Claim Regular inventory Warranty inventory Surplus inventory Open warranty tags, based on the vendor s rules for return
20 Vendor Claim for Regular Inventory Return to vendor or scrap? Inventory > Vendor Claims > Vendor Claim Entry
21 Vendor Claim for Warranty Inventory Press F7 to enter a warranty tag item. Inventory > Vendor Claims > Vendor Claim Entry
22 Vendor Claim for Warranty Inventory
23 AppShare Enter a vendor claim Enter products from both regular and warranty inventory Print the vendor claim
24 Vendor Claim for Surplus Inventory All inventory classes greater than this number will be included in the report. Create a separate claim for each vendor line? Inventory > Vendor Claims > Vendor Claim Surplus Report and Update
25 Vendor Claim for Surplus Inventory
26 Vendor Claim for Surplus Inventory Recommended vendor claim appears in the work queue of the buyer assigned to the vendor Buyer can view and edit the claim before sending it to the vendor
27 Vendor Claim for Open Warranty Tags Minimum value required for open tags to create a claim Minimum quantity required for open tags to create a claim Purchasing > Maintenance > Vendor Maintenance > F5-Add Info > F6-Warranty > F5-Rules
28 Vendor Claim for Open Warranty Tags Minimum weight required for open tags to create a claim Open tags older than this number of days will create a claim Purchasing > Maintenance > Vendor Maintenance > F5-Add Info > F6-Warranty > F5-Rules
29 Vendor Claim for Open Warranty Tags Inventory > Vendor Claims > Vendor Claims Creation From Tags Rules Based
30 Buyer Queue Inquiry Purchasing > Inquiries > Buyer Queue Inquiry > Vendor Claims
31 Updating Vendor Claims Confirm that the claim shipped Adjust the quantity out of inventory Create an open receivable to reconcile with the vendor s credit, debit, or replacement product
32 Updating Vendor Claims A All inventory types R Regular inventory W Warranty inventory M Mixed (regular and warranty) Inventory > Vendor Claims > Vendor Claim Update Processing
33 AppShare Review vendor claims in the Buyer Queue Update vendor claims
34 Vendor Claim Inquiries Open Vendor Claim Inquiry Claims not yet updated in Vendor Claim Update Processing Vendor Claim History Inquiry Claims updated in Vendor Claim Update Processing Vendor Claim Log Inquiry All transactions that occurred for the vendor claim, from entry through the warranty replacement or vendor credit Inventory > Inquiries > Vendor Claim Inquiries
35 Vendor Claim Reports Vendor Open Claims report Vendor claims entered but not yet updated in Vendor Claim Update Processing Vendor Claims Aging report Updated vendor claims not yet reconciled or replaced Inventory > Reports > Vendor Claims Reports
36 Vendor Claim Reports Warranty Tags Not on Claim Report Products entered into warranty inventory but not yet on a vendor claim Warranty Inventory Register Report The last transaction status code and related document information for warranty tags not yet reconciled Inventory > Reports > Vendor Claims Reports
37 A vendor claim must be updated. 1. before Accounts Payable can reconcile it with the vendor s credit 2. before you can reconcile it with a warranty replacement product 3. 1 and 2 4. None of the above
38 Receiving Warranty Replacements Reconciles the returned/scrapped product with the replacement product Updates the on-hand quantities Updates the Vendor Claim Log Inquiry Updates the general ledger postings
39 Receiving Warranty Replacements Updated vendor claim number Press F5 to enter the products that are being replaced. Inventory > Warranty Replacements > Warranty Replacement Entry
40 Receiving Warranty Replacements Press F5 to automatically load the products from the vendor claim. Inventory > Warranty Replacements > Warranty Replacement Entry > F5-Replaced Products
41 Receiving Warranty Replacements Value of the replaced products Press F6 to enter products sent from the vendor.
42 Receiving Warranty Replacements Press F5 if you want to list the same products that you entered as the Replaced products.
43 Receiving Warranty Replacements Value of the products sent from the vendor
44 AppShare Enter a warranty replacement Load products from the original claim Enter replacement products View the Vendor Claim Log Inquiry
45 Warranty Replacement Inquiries/Report Warranty Replacement Inquiry Open (suspended) warranty replacement entries Warranty Replacement History Inquiry Completed warranty replacement entries Daily Warranty Replacements Report Warranty products replaced by the vendor Inventory > Warranty Replacements
46 When you complete a warranty replacement entry, which of the following does NOT occur? 1. The Vendor Log Inquiry is updated. 2. Inventory is updated. 3. The returned product is reconciled with the replacement product. 4. A warranty tag is created.
47 Summary Create warranty tags to mark products for return/credit and to move the products into warranty inventory Enter vendor claims to return products (either from regular inventory or warranty inventory) to the vendor Automatically create vendor claims for overstock or warranty tag items Update vendor claims to confirm the shipment and to adjust inventory Enter warranty replacements to reconcile the returned product with a replaced product
48 For More Information Prelude Help Files Help keys for on-line help from the Vendor Claims and Warranty Replacements screens Inventory manual Visit Activant on the web: Prelude > Documentation > Version 19 > Inventory > Vendor Claims & Warranty Replacements View Educational Services course offerings Submit a Support case Professional Services for consultation pss@activant.com
Activant Prelude. Reconciling Vendor Invoices and Paying Vendors
Activant Prelude Reconciling Vendor Invoices and Paying Vendors This class is designed for Financial managers Accounts payable personnel Anyone who pays vendors or processes vendor claims Objectives Set
More informationERS Guide for Suppliers
ERS Guide for Suppliers Contents Introduction... 3 What is ERS?... 3 What are the benefits of ERS?... 3 How does ERS work?... 3 Using ERS... 3 Background... 3 Timing... 4 Printing off the Self Billing
More informationActivant Prophet 21. Getting Started with Voucher Creation
Activant Prophet 21 Getting Started with Voucher Creation This class is designed for Accounts Payable personnel in charge of Manual Voucher Creation, Convert PO to Voucher, and Pre-Pay Vouchers. Overview
More informationActivant Faspac. Entering and Expediting Customer and Vendor Returns
Activant Faspac Entering and Expediting Customer and Vendor Returns This class is designed for Sales Customer service Receiving Inventory control Purchasing Overview Setup Tasks Customer Returns Enter
More informationActivant Prophet 21. RMA Processing and Inventory Returns
Activant Prophet 21 RMA Processing and Inventory Returns This class is designed for Employees who take customer returns Employees who enter inventory returns Objectives for RMAs Enter an RMA in the RMA
More informationActivant Prelude. Purchasing Basics
Activant Prelude Purchasing Basics This class is designed for Buyers, warehouse staff, operations managers Accounting staff to see how Purchasing functions affect their work in Prelude Objectives Create
More informationActivant Prophet 21. Perfecting Your Month and Year End Closing Routines
Activant Prophet 21 Perfecting Your Month and Year End Closing Routines This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end
More informationActivant Prophet 21. Manual Invoice Creation and Adjustment
Activant Prophet 21 Manual Invoice Creation and Adjustment This class is designed for.. Accounts Receivable personnel in charge of manual invoice creation and invoice adjustments or maintenance Objectives
More informationCourse 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom
Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom Course Overview This three-day instructor-led course, Trade and Logistics
More informationPentagon 2000 Software. Month End Closing Procedures. Version 8.0
PENTAGON2000 Software, Inc. QUICK REFERENCE GUIDE Pentagon 2000 Software Month End Closing Procedures Version 8.0 Pentagon 2000 Software, Inc. 15 West 34 th Street 5th Floor New York, NY 10001 Important:
More informationInfor Distribution SXe Content for. Enterprise General Topics
Infor Distribution SXe 11.0 Enterprise General Topics Setups 1. Customer Inquiry 2. Product Availability Inquiry 3. Product Inquiry 4. Sales Order Search - Customer Does Not Know Order Info 5. Sales Order
More informationDATATRON Features Order Entry (Invoicing)
DATATRON Features Order Entry (Invoicing) Check the item(s) if you re not 100% sure of what it does, what it s for, or how to use it. [ ] 1 Are you using Expanded searches to get all possible matches of
More informationActivant Prophet 21 Service and Maintenance: Preparing For and Processing Service Orders
Activant Prophet 21 Service and Maintenance: Preparing For and Processing Service Orders Service and Maintenance suite: course 1 of 3 This class is designed for New and existing customers who process service
More informationActivant Prophet 21. Month/Year End Processing
Activant Prophet 21 Month/Year End Processing This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end procedures This course
More informationThe 12 Best Cool Solutions for Infor XA Users!
The 12 Best Cool Solutions for Infor XA Users! 1. Engineering Change Management System 2. Express Project Management 3. Excel to General Ledger Journal Entries (IFM and AM) 4. Requisition Workflow Approval
More informationActivant Prophet 21. Processing Vendor RFQs
Activant Prophet 21 Processing Vendor RFQs This class is designed for Individuals responsible for purchasing who need to request quotes from vendors in order to locate the best purchase price. Objectives
More informationACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers
ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate
More informationActivant Prophet 21 Overview of version 11.0 New Features: Sales and Operations
Activant Prophet 21 Overview of version 11.0 New Features: Sales and Operations 11.0 New Features suite Course 1 of 3 This class is designed for Sales Managers Production Managers Customer Service Personnel
More informationWelcome to the topic on purchasing items.
Welcome to the topic on purchasing items. 1 In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory
More informationInvoice Collaboration with SNC Supplier
SAP Training Source To Pay Invoice Collaboration with SNC Supplier External User Training Version: 4.0 Last Updated: 03-Apr-2017 3M Business Transformation & Information Technology Progress set in motion
More informationW614 Utilizing Purchasing New Features in Version 19 and Version 20
W614 Utilizing Purchasing New Features in Version 19 and Version 20 Pre-requisites: None This session explores some of the more prominent new purchasing features in version 19 and the new features to come
More informationActivant Prelude. Increasing Your Sales Volume with Marketing/CRM
Activant Prelude Increasing Your Sales Volume with Marketing/CRM This class is designed for Customer sales representatives Marketing Administration Management Anyone who interacts with customers Objectives
More informationE-Way bill. Microsoft Dynamics AX This document will help you learn how to extend tax configurations to meet the E-Way bill requirement.
Microsoft Dynamics AX 2009 E-Way bill This document will help you learn how to extend tax configurations to meet the E-Way bill requirement. Demo script Prabhat Bhargava June 2018 Send feedback. www.microsoft.com/dynamics/ax
More informationActivant Prophet 21 Version 12.0: Order Area New Features
Activant Prophet 21 Version 12.0: Order Area New Features New Features Suite Course 2 of 5 This class is designed for Sales managers System Administrators Objectives Discuss v12.0 Order Area new features
More informationSage Accpac ERP 5.6A What's New (Extracted Version)
Sage Accpac ERP 5.6A What's New (Extracted Version) Changes and New Features in System Manager Easier and more efficient program installation and activation. A new License Manager that lets you maintain
More informationFREQUENTLY ASKED QUESTIONS (FAQ)
FREQUENTLY ASKED QUESTIONS (FAQ) Am I responsible to enter Receipts on PeopleSoft? If you take delivery of goods from a vendor, you may be required to enter the receipt on PeopleSoft. If you certify performance
More informationMicrosoft Dynamics GP. Field Service Returns Management
Microsoft Dynamics GP Field Service Returns Management Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed
More informationThe very Best Cool Solutions for Infor XA Users!
The very Best Cool Solutions for Infor XA Users! 1. Engineering Change Management System 2. Express Project Management 3. Excel to General Ledger Journal Entries (IFM and AM) 4. Electronic Requisition
More informationActivant Prophet 21. More Voucher Creation
Activant Prophet 21 More Voucher Creation This class is designed for Accounts Payable personnel Objectives Adjust Vouchers through Debit/Credit Memo Entry Perform Reverse Vouchers Establish a Recurring
More informationW508 Manufacturer Rep Order Processing
W508 Manufacturer Rep Order Processing Pre-requisites: None Prophet 21 version 11.0 includes new functionality that allows distributors to efficiently process orders as manufacturer rep sales. The feature
More informationQT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful.
Compliance. Paperless. User Friendly. Powerful. SOFTWARE FEATURES Email Alerting Configure email alerts for inventory level of both your raw materials and your finished goods Outlook Integration Create
More informationESIDEL (European Steel Industry Data Exchange Language) Invoicing cycle. Version 1.0
ESIDEL (European Steel Industry Data Exchange Language) Invoicing cycle Version 1.0 by EDIFER «XML Business Group» December 2003 Invoicing Cycle By EUROFER - EDIFER working group E-commerce and XML Creation
More informationSAP FICO Course Content
Introduction to SAP R/3 Introduction to ERP, Advantages of SAP over other ERP Packages Introduction to SAP R/3 FICO Financial Accounting Basic Settings: Definition of company Definition of company code
More informationRelease 11 Feature Highlights
Release 11 Feature This document summarizes a handful of top-level features of each module and component. Module / Component Common / Overall Feature Multi-user and multi-company Robust & Reliable - Microsoft
More informationManaging Direct Through Stock Inventory. Release 9.0.4
Managing Direct Through Stock Inventory Release 9.0.4 i Table Of Contents Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents,
More informationActivant Prophet 21. Getting Started with PO Receipts and Inventory Adjustments
Activant Prophet 21 Getting Started with PO Receipts and Inventory Adjustments This class is designed for Inventory personnel who participate in inventory receipts and adjustments Objectives Generate PO
More informationOnce you have completed this topic, you will be able to create and verify opening balances for Business Partners.
1. SAP BUSINESS ONE FINANCIALS SAP Business One Accounting Overview This course will give you an overview of the accounting features in SAP Business One. Start Using Financials Navigate the chart of accounts
More informationFREQUENTLY ASKED QUESTIONS (FAQ)
FREQUENTLY ASKED QUESTIONS (FAQ) Am I responsible to enter Receipts on PeopleSoft? If you take delivery of goods from a vendor, you may be required to enter the receipt on PeopleSoft. If you certify performance
More informationAccounting Information Systems
Accounting Information Systems Fourteenth Edition Chapter 12 The Revenue Cycle: Sales to Cash Collections ALW AYS LEARNING Learning Objectives (1 of 2) Describe the basic business activities in the revenue
More informationTRAVERSE Enhancements. v 10.5
TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check
More informationFunctional Area Systems Accounting Transaction Systems
ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Functional Area Systems Accounting Transaction Systems Lecture Outline 4, Part 1 ACS-1803 Introduction to Information Systems Functional
More information1/22/2018. Functional Area Systems Accounting Transaction Systems. Functional Area Information Systems
ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Functional Area Systems Transaction Systems Lecture Outline 4, Part 1 ACS-1803 Introduction to Information Systems Functional Area
More information10/2/2018. Functional Area Systems Accounting Transaction Systems. Functional Area Information Systems
ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Functional Area Systems Transaction Systems Lecture Outline 4, Part 1 ACS-1803 Introduction to Information Systems Functional Area
More informationSage MAS 90 and 200 Product Update 2 Delivers Added Value!
Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features
More informationIntroduction to Enterprise Financial Suite. Joanne Dyer Information Systems Engineering
Introduction to Enterprise Financial Suite Joanne Dyer Information Systems Engineering Enterprise Financials Suite. Enterprise General Ledger - XA Release 9.1 Enterprise Accounts Payable - XA Release 9.2
More informationActivant Acclaim. Acclaim 16 New Features and Benefits
Activant Acclaim Acclaim 16 New Features and Benefits This class is designed for Current Acclaim customers who will be or are considering upgrading to Acclaim 16 Objectives Understand Productivity Improvements
More informationIBackOffice 7.3 Release Notes IBackOffice Global
IBackOffice 7.3 Release Notes IBackOffice Global New Features 1 Change Company 2 Security Groups 2 Explorer Views 3 Zoom in Report Parameters Window 3 Accounts Payable 3 Accounts Receivable 5 General Ledger
More informationWinNetStar provides for an option to mark up your core charges. In this example we are selling an inventory item with a manufacturer core charge of
Core Charges WinNetStar provides for an option to mark up your core charges. In this example we are selling an inventory item with a manufacturer core charge of $150.00 that has been marked up through
More informationActivant Prophet New Features: Sales and Operations
Activant Prophet 21 10.5 New Features: Sales and Operations 10.5 New Features suite This class is designed for Company Trainers Sales Managers Production Managers Objectives Determine which 10.5 new features
More informationPublic Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led
Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led About this Course This course provides insight and guidance to procurement and sourcing features
More informationReceiving and Cross Docking. Release 9.0.2
Receiving and Cross Docking Release 9.0.2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationIT HUNTER SOLUTIONS SAP FICO
IT HUNTER SOLUTIONS Contact No - +1 9099998808 Email ID ithuntersolutions@gmail.com SAP FICO Introduction to SAP R/3 Introduction to ERP, and S.A.P What is S.A.P / R/2-R/3 ARCHITECTURE S.A.P Server landscape
More informationCall: Peoplesoft Financial Course Content:35-40hours Course Outline PURCHASE ORDER
Peoplesoft Financial Course Content:35-40hours Course Outline PURCHASE ORDER Overview of Purchasing Purchasing Table setup Establishing a PO Business unit Creating a PO Business unit Purchasing processing
More informationTraining Guide. Warehousing Staff
Training Guide Warehousing Staff Staging Will Call Orders A Pick Ticket will print. Pick the item. Place the item and the pick ticket in the appropriate Will Call staging area. If any quantities are unavailable,
More informationActivant Solutions Inc. Custom Education Program: Advanced Features
Activant Solutions Inc. Custom Education Program: Advanced Features This class is designed for Activant customers Familiar with the Custom Education Program Interested in using the CEP s advanced features
More informationScrap Dragon to QuickBooks Interface Revised 10/2/14
Scrap Dragon to QuickBooks Interface Revised 10/2/14 General Scrap Dragon is designed so that accounting data can be passed electronically to QuickBooks. This is a one-way transfer and no information from
More informationItem. Item / Warehouse. Item / Warehouse / Location. Item / Warehouse / Location / Lot. Item / Warehouse / Location / Lot / Container
Inventory Transaction Effects Item Inventory Transactions Warehouse Location / Lot Location Updates appropriate levels of Inventory automatically Location / Lot Location / Lot / Container Item Transaction
More informationACL ESSENTIALS. Get insight into your ERP process health, compliance & financial exposure SEGEREGATION OF DUTIES
ACL ESSENTIALS Get insight into your ERP process health, compliance & financial exposure SEGEREGATION OF DUTIES Page Analytic Name User creates a vendor and an invoice for this vendor SD Analytic 01 User
More informationSage 100 ERP 2015 What s New
Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order
More informationContent for Infor Syteline 9.1
Content for Infor Syteline 9.1 Getting Started 1. Logging in to Infor Ming.le and Infor CloudSuite 2. Logging Out of Infor CloudSuite and Infor Ming.le 3. Navigating with Master Explorer 4. Roles Navigation
More informationAccounts Payable. Is a liability account Will normally have a credit balance
Accounts Payable Is the money a company owes to a supplier or vendor for goods purchased on credit many small companies use accountants to handle accounts payable large companies typically have an accounts
More informationCredit Card Invoices and Purchase Transfers
Credit Card Invoices and Purchase Transfers There are two different types of transfers, Purchase Transfer and Invoice Transfer. However, the credit card vendor must first be identified as a Credit Card
More informationSage Accpac ERP Integration with SageCRM 6.1
SAGE ACCPAC Sage Accpac ERP Sage Accpac ERP Integration with SageCRM 6.1 Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and
More informationOracle Depot Repair. Understanding Oracle Depot Repair. Oracle Depot Repair in CRM. Concepts and Procedures
Oracle Depot Repair Concepts and Procedures Release 11i April 2000 Part No. A83651-01 Understanding Oracle Depot Repair This topic group provides overviews of the application and its components, explanations
More informationUpdates and Program Enhancements For DBA Classic &
The enhancements, fixes and updates described below are available to users of DBA Classic version 2002.4 or 2004.1. All the features described work in the DBA Classic environment and do not require Evo-ERP.
More informationProphet 21 CommerceCenter 10.5 New Features: Inventory New Features suite
Prophet 21 CommerceCenter 10.5 New Features: Inventory 10.5 New Features suite This class is designed for Inventory Managers Purchasing Managers System Administrators Company Managers Overview 10.5 New
More informationDynamics AX 2012 Trade & Logistics
Dynamics AX 2012 Trade & Logistics COURSE OVERIEW About this Course Supply Chain Foundation in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic tasks
More informationCOURSE RECOMMENDATION BY PROCESS/WORKFLOW
COURSE RECOMMENDATION BY PROCESS/WORKFLOW Disclaimer Copyright 2019 by IQMS All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means,
More informationInvoicing. Invoicing. This document contains Kohl s Invoicing and Accounts Payable Process. Kohl s Department Stores 03/19/18 Page 1
This document contains Kohl s and Accounts Payable Process. Kohl s Department Stores 03/19/18 Page 1 Contents Requirements 3 Payment Policy 3 Disputes 3 Dispute Response Process 4 Remittance 4 Handling
More informationOptimizing Reverse Logistics with SAP
Srivathsan Narayanan Optimizing Reverse Logistics with SAP ERP Bonn Boston Contents Preface... 11 Introduction... 15 1 Reverse Logistics... 17 1.1 Definition of Reverse Logistics... 17 1.2 Business Processes
More informationActivant Prophet 21. Customer Relationship Management
Activant Prophet 21 Customer Relationship Management This class is designed for System Administrators Personnel responsible for monitoring important business events and maintaining customer relationships
More informationCHAPTER 7: ITEM CHARGES
Chapter 7: Item Charges CHAPTER 7: ITEM CHARGES Objectives The objectives are: Provide an Overview of the Item Charges functionality Set up Item Charges Define Purchase Item Charges Handle Additional Costs
More informationEclipse Standard Operating Procedures - Release 8 Warehousing
Eclipse Standard Operating Procedures - Release 8 Warehousing These documented procedures were designed based settings described in the Suggested Maintenance section. Revised 2/06/04 Intuit Eclipse TM,
More informationDMAS Enhancement Brief
DMAS Enhancement Brief A DMAS enhancement from I/O International, Inc. Work Orders for Manufacturing & Assembly The Work Orders for Manufacturing & Assembly enhancement for iseries 400 DMAS from I/O International
More informationLIBRARY OF OFFERINGS. January 2018
LIBRARY OF OFFERINGS January 2018 Disclaimer Copyright 2018 by IQMS All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including
More informationReceipt, Inspection, and Acceptance of Purchased Goods
70.14.1 OVERVIEW Receiving Orders WSU Pullman WSU Spokane WSU Tri-Cities WSU Vancouver Other Non-Pullman Locations Notifying Central Receiving And Delivery Most equipment and supplies purchased from outside
More informationMicrosoft Dynamics GP. Purchase Order Processing
Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without
More information1. What lists can be imported from Excel spreadsheets, when setting up a QuickBooks Online company?
QuickBooks Online Practice Test (with answers) 1. What lists can be imported from Excel spreadsheets, when setting up a QuickBooks Online company? A) Locations, Classes, Products and Services, and Vendors
More informationActivant Prophet 21. Preparing for Go Live
Activant Prophet 21 Preparing for Go Live This class is designed for System Administrators Go Live Team Accountants Objectives Load General Ledger accounts Enter inventory counts Enter open Accounts Receivables
More informationWelcome to the course on the working process across branch companies.
Welcome to the course on the working process across branch companies. In this course we will review the major work processes across branch companies. We will start with the intercompany trade process.
More informationExact Globe Next Purchase. User Guide
Exact Globe Next Purchase User Guide Exact Globe Next Purchase Despite the continued efforts of Exact to ensure that the information in this document is as complete and up-to-date as possible, Exact cannot
More informationMicrosoft Dynamics GP. Purchase Order Processing
Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this
More informationTraining Packages for Enterprise IQ Software
Training Packages for Enterprise IQ Software For more information please contact us at info@arisoftglobal.com. Financial Modules - GL, AR and AP Customer billing cycle, including maintaining master customer
More informationFinancials I in Microsoft Dynamics AX 2012
Tel: 905 270 7700 Fax: 905 270 7915 www.bdo.ca/solutions BDO Canada LLP - Solutions 1 City Centre Drive Suite 1700 Mississauga, ON L5B 1M2 Canada Course 80219A: Financials I in Microsoft Dynamics AX 2012
More informationChapter 1: General Ledger Setup 1-1
Table of Contents Introduction 0-1 Welcome... 0-1 Microsoft Dynamics Courseware Contents... 0-2 Documentation Conventions... 0-3 Student Objectives... 0-4 Chapter 1: General Ledger Setup 1-1 Objectives...
More informationE-Way bill. Microsoft Dynamics AX This document will help you learn how to extend tax configurations to meet the E-Way bill requirement.
Microsoft Dynamics AX 2012 E-Way bill This document will help you learn how to extend tax configurations to meet the E-Way bill requirement. Demo script Prabhat Bhargava June 2018 Send feedback. www.microsoft.com/dynamics/ax
More informationController. This policy applies to all those employed by BCITSA, including all full-time and part-time employees, and Executives.
SUBJECT: Financial - Accounting APPROVED BY: Council POLICY NO: INT-30 MANAGED BY: Controller LAST REVIEWED: August 2018 NEXT REVIEW: August 2020 SUMMARY Policy Statement Proper accounting is essential
More informationNATIVE ACCOUNTING. You can set up your G/L defaults from the GlobalBake main menu select Ledger > G/L Setup.
NATIVE ACCOUNTING Native accounting is three modules; general ledger, accounts payable and cashbook. This covers the financial side of your business. This manages your balance sheets and profit and loss
More informationHow do I Reconcile MCPS Invoices?
How do I Reconcile MCPS Invoices? Overview Purpose This document explains how schools can reconcile Montgomery County Public School (MCPS) invoices to requisitions charged to their cash account and to
More informationActivant Prophet 21. Understanding Check Generation
Activant Prophet 21 Understanding Check Generation This class is designed for Accounts Payable personnel involved with cash disbursements/check printing Objectives Generate a Cash Requirements Report Generate
More informationAccounts Receivable Reference and Maintenance E-Docs: System Information
Accounts Receivable Reference and Maintenance E-Docs: System Information Table of Contents Overview... 1 Document Layout... 2 Edit System Information Tab... 3 Edit Object Codes Tab... 3 Edit University
More informationPENTAGON2000 Software, Inc.
1 Accounting Introduction PENTAGON2000 Software, Inc. The Pentagon Financials is an Accrual Based accounting system, by which every Sale or Purchase flows via Accounts Receivable and Accounts Payable.
More informationCHAPTER 9: RETURNS MANAGEMENT
Chapter 9: Returns Management CHAPTER 9: RETURNS MANAGEMENT Objectives The objectives are: Defining Sales Return Management Setting up Returns Management Managing Returns from Customers Managing Returns
More informationAccounting Procedures
Accounting Procedures 3 rd Edition Steven M. Bragg Chapter 1 Overview of Accounting Procedures... 1 Learning Objectives... 1 Introduction... 1 The Nature of a Procedure... 1 The Need for Procedures...
More informationAccounts Payable-Vendor Partnership
Accounts Payable-Vendor Partnership Can we work together to pay you more quickly? The City of Miami values its relationship with you, our supplier. Our Purchasing Department and Accounts Payable have designed
More informationDon't Get Lost in the Labyrinth of Supplier Cost Flows into Projects. Dina Rotem John Sasali
Don't Get Lost in the Labyrinth of Supplier Cost Flows into Projects Dina Rotem John Sasali About RAFAEL About E-Business Suite in RAFAEL RAFAEL is an Israeli company. About 5100 employees. Revenue of
More informationSolar Eclipse Standard Operating Procedures Accounts Payable
Solar Eclipse Standard Operating Procedures Accounts Payable 2008 Activant Solutions, Inc. All rights reserved. Unauthorized reproduction is a violation of applicable law. Activant and the Activant Eclipse
More informationSage ERP Accpac 6.0A. What's New
Sage ERP Accpac 6.0A What's New Copyright 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered trademarks
More information80219: Financials I in Microsoft Dynamics AX 2012
Let s Reach For Excellence! TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC Tel: 08 38245819; 38239761 Email: traincert@tdt-tanduc.com Website: www.tdt-tanduc.com; www.tanducits.com
More informationSage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice
Sage ERP Accpac 6.0A SageCRM 7.1 I Integration Update Notice 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered
More information