Eclipse Standard Operating Procedures - Release 8 Pricing
|
|
- Vernon Peters
- 6 years ago
- Views:
Transcription
1 Eclipse Standard Operating Procedures - Release 8 Pricing These documented procedures were designed based settings described in the Suggested Maintenance section. Revised 2/06/04 Intuit Eclipse TM, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.
2 Suggested Maintenance Settings
3 ECLIPSE STANDARD OPERATING PROCEDURES CATEGORY: Pricing TOPIC: Suggested Maintenance Settings Rel 8 REVISION: 2/06/04 SUGGESTED MAINTENANCE SETTING: REBATES: Search for Cost Overrides During Pricing = Y. Make sure the price line has the appropriate basis name assigned to the global rebate cost. Typically this is set at Rep-Cost. The difference between the replacement cost and the override cost (rebate cost) on the sales order displays on the rebate report. This is the amount the vendor owes you. Set the control file "Use Costing Matrix Override for Both COGS & COMM-Cost" based on the following criteria: o If salespeople should always be paid off of rebate cost = Y. o If salespeople should never be paid off of rebate cost = N. o Is salespeople should sometimes be paid off of rebate cost and sometime not = N. Then set up both COGS and COMM override in Quick Sell Matrix Set the control file Direct COGS Always Vendor Price based on the following criteria: o If always going to file direct rebate with vendor = B The commission and COGS on sales order will be equal to the rebate cost. PO cost will come from the Buy matrix o If always doing front end pricing (no rebate filing) or if doing front end pricing on some vendors so the rebate cost is used on the PO = N The commission & COGS on SO and PO cost will be equal to the rebate cost. Change Both COGS & COMM-COST on override = 4 Direct/Tagged Prevent Cost Update on Order from Tagged Order if Matrix Override = Y Recalculate COGS and COMM-Cost when Changing Bid to Open Order = Y Create GL account for Rebate Adjustments. Create a Pending Rebate Misc Charge item pointing to rebate adjustments. Rebate Setup Detail Information control file should have the prompts filled in as follows: Rebate Detail Administrator: Rebates Rebate Detail Product: *** Rebate Misc Charge Item *** Rebate Inventory Offset Account: Rebate Adjustment Rebate GL Inventory Account: Inventory ON-GOING SPECIAL PRICING: Create a new comment type in System, System Files, Order Entry Comments Maintenance called QUOTE: o Areas Displayed: Y - SOE Y - POE N - SOE Printing Y - POE Printing o Entry Allowed Y - Sales Order Entry Y - Purchase Order Entry o Select the Comment Header hotkey and enter "Quote #" Pricing Suggested Maintenance Settings Rel 8.doc
4 Pricing
5 PRICING Auto price updates Page 1 of 2 Identify the columns of data information on the vendor diskette Save vendor pricing in Comma Delimited (CSV) format Select the Upload hotkey from the spooler, select the appropriate path from the browser window to access the pricing CSV file and assign a spooler title Eclipse recommends the spooler title includes the vendor name and the date of the upload. Position cursor on the uploaded file in the spooler, select the Process hotkey Select "Auto Price Update" as the processing type and select the Begin hotkey Enter Work ID, description and branch Example: Kohler in Eclipse is K102-G and the vendor file shows 102G. Then K would be entered into this field. Enter the appropriate Eclipse field the system should search for ID Matches UPC# or User Defined fields The Prefix character will be put in front of the uploaded information. NOTE: If the UPC is not matching up correctly, you may want to check and see if Excel is stripping out your leading zeroes. If all numbers need to start with zero, you can remedy this by including 0 as a prefix. Enter a Upd ID Prefix if there is a prefix in the Eclipse system that is not loaded on the uploaded file Indicate Y or N in the Upd UPC with Prefix Y - To store the prefix with the part number, if you use a prefix to index products. N - If you do not want to store a prefix with the part number. Indicate IGNORE in the New items Mode for the first pass through Delete characters used when vendors include characters such as $ and " that need to be stripped out. If listing more than one character, do not separate them with a comma. Instead use a space. Both upper and lower case should be defined EA 1 C 100 M 1000 ea 1 c 100 m 1000 Select the record layout hotkey and designate Variable as the Record type, "," as the delimited character, and any appropriate delete characters In the data format fields, enter all the relevant corresponding column numbers on the vendor uploaded file Select the UM Table hotkey and enter all possible unit of measure combinations Also indicate the position to put the decimal if not included on the spreadsheet. For example: If the Rep Cost is $1.00 and the data says 100, enter 2 for the decimal. If the data says 1.00, do nothing. Make note of which Price Basis # is being assign to the cost, list, etc. 3/28/03
6 If the effective date is today's date, push out the date. This way you can review the pricing prior to it going into effect in case there are problems. PRICING Auto price updates Select the Scan hotkey Select NEW when the Effective date in Price Sheet Entry appears. Arrow down to a blank date and enter the new effective date and press Esc Select the Edit Formula hotkey for the Price Line In the Price Sheet Entry Auto Update screen, verify/enter a CalcBase of Auto, a formula of *1, designate the decimal rounding and enter the appropriate Price Basis # Escape out of Scan This displays the price lines associated with the uploaded fields and allows you to assign the price sheets Page 2 of 2 Formulas for basis fields that need to be calculated can be entered at this time. Formulas update as long as it is not looking at a basis below it. If you need to update a formula looking at the basis below it, use a chain formula. For example: BASIS NAMES CALC BASE FORMULA PRC BAS List Auto *1 1 Trade Auto *.5/*1.5 1 Rep Cost List *.5 1 Select the Begin hotkey This will allow you to make sure the item from the 1st match looks correct before continuing. If the screen reads "SKIPPED", enter 1 until you see the word "UPDATED". Then press E for Edit. Enter Y to create a hold file for the ignored items (items on vendor file that are not currently in your product file) At the # of steps prompt, enter 1 and then select E for Edit to view the product Does product look okay? Press F12 to abort and make the appropriate corrections Press C for Continue Select the Print Worksheet hotkey to identify why these items were not updated and make necessary correction (i.e. UPC or User Defined correction) When update is complete, escape out of Work ID set-up screen and spooler. Then go back into spooler to see automatic price update report Review report to ensure update was done correctly Check to make sure all items in line were updated by select Null only items in Price Sheet Entry Were items selected? Review ignored items report Open Price Sheet Entry and enter price line and select price sheet date. Access the Itm Slct hotkey and enter in Null Basis only and press Escape. NOTE: Only fields with "ENTER" will be checked for Null. Select the New Profile hotkey and designate the appropriate information Pull up same Work ID and change New Item Mode from Ignore to Add Need to add new items on vendor diskette to product file? Once pricing is confirmed to be correct, if the effective date was pushed out, change to the correct date Open price sheet entry. Select New/Change. Arrow down to date and make correction. 3/28/03
7 ON-GOING SPECIAL PRICING ON SALES ORDER Create a bid in sales order entry Page 1 of 2 Override the sell and COGS as necessary On each item, select the comment hotkey, change the type to "QUOTE" and enter the quote # From the body of the sales order bid, select the Pricing hotkey and then the Matrix hotkey Designate if pricing should be copied to the Ship To or Bill To NOTE: Typically this type of pricing is copied to the Ship To Select appropriate selection at the Copy All/Dollar/Formula field and Force Matrix to As Is/Dollar/Formula Copy Costs field should be Y Designate default or branch and expiration date Enter Qty and Qty type if applicable Cost override rebated or on PO? Cost on Po Select the Begin hotkey Continued on Page 2 Rebated Select One Step hotkey to check 1st item in Sell Matrix Maintenance Select the Rebate hotkey and enter the appropriate information Continue until back to Copy Override Pricing to Matrix 3/28/03
8 ON-GOING SPECIAL PRICING ON SALES ORDER Continued from Page 1 when special cost needs to appear on PO Page 2 of 2 From the body of the sales order bid, select the Pricing hotkey and then the Subtotal hotkey Select the Group hotkey to group the items by buyline On each buyline, put cursor on designated buyline and select the copy to PO bid Enter the appropriate vendor Press F10 at the select COGS copy option and select Keep Manual Overrides From the body of the PO Bid, select the Pricing hotkey and then the Matrix hotkey In the Copy to field select the Remit To or Ship From Copy to Ship From (not Remit to) if paying a buying group Select appropriate selection at the Copy All/Dollar/Formula field and Force Matrix to As Is/Dollar/Formula Copy costs field is not applicable Designate default or branch and expiration date Enter Qty and Qty type if applicable Select the One Step hotkey This will take you into Buy Matrix Maintenance for each item. Select the Comment hotkey to enter the Quote # Save the PO Bid and continue process for each buyline 3/28/03
9 REBATE TRACKING - Rel 8 Book Letter of Credit Option Set up rebate Will rebate (cost override) be used for multiple customers? Set up a generic contract customer for rebate items Define rebate items and set up cost overrides in the Quick Sell Matrix Passing rebate to customer? Identify Products, associated contract number, rebate pay-to vendor and expiration If all Ship Tos assigned to the Bill To receive the rebate cost, then set up override on the Bill To customer Page 1 of 2 Characters next to pricing fields indicate the following: Selling Price: * indicates a manual overrides. + indicates a contract matrix price. ^ indicates a customer-specific matrix price Cost:! indicates a matrix-level override to COGS/COMM cost This will print all items in the line on rebate report regardless if it is set up with a cost override or not Define rebate items and set up sell and cost overrides in the Quick Sell Matrix (Optional Step) In the customer maintenance screen, select the Rebate hotkey and enter the entire price line pointing to the rebate contract Identify Products, associated contract number, rebate pay-to vendor and expiration Define rebate items and set up sell and cost overrides in the sell matrix for generic contract customer (Optional Step) Select the Rebate hotkey and enter the entire price line pointing to the rebate contract Pull up actual customer and point to the generic contract customer Will each customer receive the same sell price? Set up the cost override and rebate information at the generic contract customer level in Quick Sell Matrix This will print all items in the line on rebate report regardless if it is set up with a cost override or not From the customer maintenance file, select the pricing hotkey and then the contracts hotkey If all Ship Tos assigned to the Bill To receive the rebate cost, then set up override on the Bill To customer Use type of "O" for Override Cost Only Identify Products, associated contract number, rebate pay-to vendor and expiration If you have the control file setting for Use Costing Matrix Override for Both COGS & COMM-Cost =N and you want to pay the salesperson off of rebate cost, then set up the override for COGS and COMM cost. Set up selling price in Quick Sell Matrix for each individual customer NOTE: If the customer sell price is calculated from a formula based on rebate cost, enter Ord COGS in the basis field. Sales order will pull over the sell and cost for rebate items as designated in the sell matrix Continued on Page 2 2/06/04
10 REBATE TRACKING - Rel 8 Book Letter of Credit Option Page 2 of 2 Enter pay-to vendor At the select by option select the branch that gets credit for the accounting sale (ie pricing or shipping) Select a sort by option by branch Select the Book Letter of credit hotkey and answer prompts as follows: Book letter of credit =Y PO creation = Split Continued from Page 1 Run the Customer Sales Rebate Report to identify the rebate amount due from the vendor Print $0 Rebate Items = Y (accessed from the "Include/Exclude/Print Opts" hotkey) If rebate cost > actual cost, use: Actual System will create a received PO for each branch for the value for the claim amount that will debit unbilled AP and credit the rebate adjustment account. It will also create a journal entry in each branch for the difference between average cost and rebate cost that will debit the rebate adjustment acct and credit the inventory account. Inventory account is always credited in the shipping branch even if you ran report by the pricing branch. Enter a payable record in AP entry and match to received PO Immediately When running report, answer the following prompts when you are ready to book the letter of credit (ie you are comfortable with the amount you are going to file) Press Escape to return back to main screen of rebate report and access the hold hotkey to print Take credit immediately or wait? Wait Match CM to payable in AP Entry when received CM (Book letter of credit) Receive check or credit memo from vendor for rebate? Check Set up vendor as customer Enter a positive sales order for each shipping branch for vendor with Pending Rebate Misc Charge item and change the sell price to the amount due Change status to Invoice and Prt flag to B if copy to be sent to vendor or N if no copy is necessary Enter rebate contract number in the customer PO field on the header of the SO Run Product Purchases Report for Misc Charge Rebate product Post check to invoice in cash receipts NOTE: If there is a difference between the check about and the invoice amount, post the difference to the COGS account. Drilling into each PO and enter rebate contract number in the order ID field on the header of the PO 2/06/04
Solar Eclipse Standard Operating Procedures Pricing
Solar Eclipse Standard Operating Procedures Pricing 2009 Activant Solutions, Inc. All rights reserved. Unauthorized reproduction is a violation of applicable law. Activant and the Activant Eclipse logo,
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 informationSolar Eclipse Standard Operating Procedures
Solar Eclipse Standard Operating Procedures 2009 Activant Solutions, Inc. All rights reserved. Unauthorized reproduction is a violation of applicable law. Activant and the Activant Eclipse logo, among
More informationBid Management. Release (Eterm)
Bid Management Release 8.6.6 (Eterm) Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant logo are registered
More informationAssigning and Updating Prices. Release (Eterm)
Assigning and Updating Prices Release 8.6.5 (Eterm) Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant
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 informationGlobal Settings. SIMMS Inventory Management Software February 1, 2012
Global Settings SIMMS Inventory Management Software 2012 February 1, 2012 Contents Global Settings................... 1 General..................... 1 Item & Stock.................... 4 Purchase.....................
More informationData Exchange Module. Vendor Invoice Import
Data Exchange Module Vendor Invoice Import Information in this document is subject to change without notice and does not represent a commitment on the part of Dexter + Chaney. The software described in
More informationSolar Eclipse Reporting. Release 9.0.3
Solar Eclipse Reporting Release 9.0.3 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates
More informationData Exchange Module. Vendor Invoice Import
Data Exchange Module Vendor Invoice Import Information in this document is subject to change without notice and does not represent a commitment on the part of Dexter + Chaney. The software described in
More informationCreating and Maintaining Customers and Vendors. Release (Eterm)
Creating and Maintaining Customers and Vendors Release 8.6.5 (Eterm) Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant
More informationAssigning and Updating Prices in Eclipse. Release 9.0.4
Assigning and Updating Prices in Eclipse 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 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 informationEclipse Work Order Management. Release (Eterm)
Eclipse Work Order Management Release 8.6.4 (Eterm) Legal Notices 2008 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant
More informationCreating a Sales Order
Creating a Sales Order Go to: Produce Pro >> Sales orders >> Sales order entry Press A from the Sales Header Entry to invoke the ADD command and add a new sales order. 08/27/15 Page 1 (Note: the cursor
More informationGetting Started with Pricing. Release 8.7.2
Getting Started with Pricing Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are
More informationOrder Entry User Manual
Order Entry User Manual Confidential Information This document contains proprietary and valuable, confidential trade secret information of APPX Software, Inc., Richmond, Virginia Notice of Authorship This
More informationEntering Customers, Products, Prices, and, and Payments on Sales Orders. Release (Eterm)
Entering Customers, Products, Prices, and, and Payments on Sales Orders Release 8.6.6 (Eterm) Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of
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 informationGetting Started with Warehouse Management. Release (Eterm)
Getting Started with Warehouse Management Release 8.6.3 (Eterm) Legal Notices 2008 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and
More informationSolar Eclipse Standard Operating Procedures Shipping
Solar Eclipse Standard Operating Procedures Shipping 2008 Activant Solutions, Inc. All rights reserved. Unauthorized reproduction is a violation of applicable law. Activant and the Activant Eclipse logo,
More informationInformation on each item in your inventory is kept in the Item file. This document explains how to enter items into this file.
1 Inventory: Using CounterPoint Defining Items Overview Defining an item Information on each item in your inventory is kept in the Item file. This document explains how to enter items into this file. Select
More informationEclipse Palm RDC. Release (Eterm)
Eclipse Palm RDC Release 8.6.2 (Eterm) Legal Notices 2007 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant logo are registered
More informationTable of Contents. PriceBook... 1 Objectives... 1 What is the PriceBook?... 1 PriceBook Composition... 2
Table of Contents PriceBook... 1 Objectives... 1 What is the PriceBook?... 1 PriceBook Composition... 2 PriceBook Composition... 2 Categories... 4 Groups... 4 Items... 5 Pricing (Mark Up) Formulas... 6
More informationEclipse Release Feature Summary. Release 8.7.9
Eclipse Release 8.7.9 Feature Summary Release 8.7.9 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
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 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 informationEclipse Product Serial Numbers. Release (Eterm)
Eclipse Product Serial Numbers Release 8.6.4 (Eterm) Legal Notices 2008 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant
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 informationOpera II Accreditation Course. Invoicing / SOP. Pegasus Training & Consultancy Services File Name : OIISOP001
Invoicing / SOP Pegasus Training & Consultancy Services File Name : OIISOP001 Pegasus Training & Consultancy Services File Name : OIISOP001 Table of Contents Introduction... 1 Invoicing Module Menu...
More informationChapter 2 explains how Sage 50 works with accounts payable transactions and
Chapter 2 Vendors LEARNING OBJECTIVES 1. Restore data from Exercise 1-2. This backup was made on page 50. (Refer to the Read me box on page 49, Do I need to restore?) 2. Enter a purchase order. 3. Apply
More informationHDPOS EASY. Hyper Drive Information Technologies (P) Ltd
HDPOS EASY Chapters 1. Getting Started 1.1. Download & Installation 1.2. Application Registration 2. Database 2.1. Sample database 2.2. Blank Database 2.2.1. Back up database 2.2.2. Restore database 3.
More informationCreating and Shipping a Sales Order
Creating and Shipping a Sales Order Go to: Produce Pro >> Sales orders >> Sales order entry Press A from the Sales Header Entry to invoke the ADD command and add a new sales order. 03/22/2016 Page 1 (Note:
More informationImporting Part Information in Sage BusinessWorks 2013
Importing Part Information in Sage BusinessWorks 2013 Sage BusinessWorks Accounting import format requirements: 1. The import file must be in a comma delimited variable (.CSV) text format. Each field can
More informationSetting Up New Branches in Eterm. Release 8.7.3
Setting Up New Branches in Eterm Release 8.7.3 Legal Notices 2012 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo
More informationTransferring Inventory
1 Inventory: Using CounterPoint Transferring Inventory Overview Transfers allow you to move goods from one location to another and to reconcile any difference between what was shipped and what was received.
More informationCurrent Attractions: Get in the Know on Sage BusinessVision v7.2
Current Attractions: Get in the Know on Sage BusinessVision v7.2 Session Code: VAL04 Product Line: Sage BusinessVision Presenter: Edward Klapatiuk, Sage BusinessVision Description Sage BusinessVision v7.2
More informationGetting Started with Warehouse Management. Release 9.0.1
Getting Started with Warehouse Management Release 9.0.1 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the
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 informationCYMA IV. Accounting for Windows. Accounts Receivable Training Guide. Training Guide Series
CYMA IV Accounting for Windows Training Guide Series Accounts Receivable Training Guide December 2015 CYMA Systems, Inc. 2330 West University Drive, Suite 4 Tempe, AZ 85281 (800) 292-2962 Fax: (480) 303-2969
More informationSage Release Notes. March 2018
Sage 100 018. Release Notes March 018 018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage
More informationSolar Eclipse Information System (EIS) Release 8.7.9
Solar Eclipse Information System (EIS) Release 8.7.9 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationWork in Process Reference Manual Prophet 21 FASPAC 4.2
Work in Process Reference Manual Prophet 21 FASPAC 4.2 Table of Contents INTRODUCTION 8 Before You Begin 8 Processing Plating/Rework Orders 9 Processing Packaging/Kit Orders 10 Processing Warehouse Transfer
More informationAccounts Payable Users Guide
Accounts Payable Users Guide Updated 05/28/2014 Page 1 of 9 Accounts Payable The accounts payable application is used to enter records that require cash disbursement (computer check, manual check, virtual
More informationRev.2.0. p f W. 119th Street Chicago, IL
Rev.2.0 1321 W. 119th Street Chicago, IL 60643 p. 1.800.465.2736 f. 1.773.341.3049 sales@mifab.com www.mifab.com Table of Contents I. Log on to Kwik Order... 3 II. Kwik Order Home... 4 III. Modules/Functions...
More informationCreating Purchase Orders
1 Purchasing: Using CounterPoint Creating Purchase Orders Overview Purchase orders are entered as purchase requests. A purchase request becomes a purchase order when it is posted. Purchase requests can
More informationChapter 3 Inventory. Objectives. QuickBooks Tools for Tracking Inventory
Chapter 3 Inventory Objectives After completing this chapter, you should be able to: Activate the Inventory function (page 47). Set up Inventory Items in the Item list (page 48). Use QuickBooks to calculate
More informationAIMS. Job Costing Version 6.3 May 1, 2006
AIMS Job Costing Version 6.3 May 1, 2006 Copyright Western Canadian Software, 2006 - TABLE OF CONTENTS What About Job Costing?... 1 Module Topics... 2 Job Costing Menu Options... 7 J/C File Maintenance
More informationParts kits are created in the Special Inventories. You must create the parts kits in order to be able to pull them to other areas of the program.
Parts Kits FLEX DMS Parts Inventory Parts kits are used to group parts that are used together for a particular service. A parts kit can contain up to 29 parts, and the parts may be from multiple inventory
More informationDefect Repair Report as of 9/12/2014
27.04 Page 1 of 16 Release Notes By Module Framework The system no longer bans you from the EFI Pace refresh screen. 27.04-512 Framework The system now recognizes the Log In Automatically setting on the
More informationThe BUSINESS EDGE Revision Notes November 2011 August 2012
Order & Quote Entry System 1. New Flag - Orders-Calculate Unit Cost from BOM? If this flag is set to Yes and a Product that is added to an Order has a Bill of Material, the system will calculate the current
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 informationDefect Repair Report as of 5/18/09
Defect Repair Report as of 5/18/9 Page 1 of 5 Note: To generate a list of the specific Pace Object Model changes from your current version to the version to which you want to upgrade, log into the Client
More information3 Customers. Chapter LEARNING OBJECTIVES
Chapter 3 Customers LEARNING OBJECTIVES 1. Restore data from Exercise 2-2. This backup was made on page 89. (Refer to the Read me box on page 55, Do I need to restore?) 2. Go to the Customers & Sales Navigation
More informationCashierPRO Retail Systems Inc. Release Note
Version 4.0.9.3-02/17/16 MAJOR ENHANCEMENTS: Moneris Integration for Home Hardware Stores. Includes processing of Debit and Credit transactions communicating directly with a Moneris Pinpad. Allows for
More informationWe have added 3 additional buttons to the main e-quantum screen. These can be configured to go to programs selected and have the color changed.
System We have added the Batch PDF s email log to those available within e-quantum. The path is In File > Utilities > Logs > Print Email Log. This log was previously found in Q2000 > System > Pdfemail.log.
More informationUtilit-e Insight Getting
2018 User Group Meeting June 4-7, 2018 Utilit-e Insight Getting Started with GL, AP, AR By: Amy Kuhlmann & Heather Fineran Date: 6/4/2018 Page: 1 Table of Contents Getting Started with the General Ledger...
More informationSummit A/P Voucher Process
Summit A/P Voucher Process Copyright 2010 2 Contents Accounts Payable... 4 Accounts Payable Setup... 5 Account Reconcile Protection.... 5 Default Bank Account... 5 Default Voucher Method - Accrual Basis
More informationEclipse Product Maintenance. Release (Eterm)
Eclipse Product Maintenance Release 8.6.6 (Eterm) Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant
More informationSAMPLE - Not to be Reproduced. designed by Regina Rexrode
Images used on the front cover and throughout this book were obtained under license from Shutterstock.com. 2016 Copyright by Armond Dalton Publishers, Inc. Okemos, Michigan All Rights Reserved. No part
More informationAvaTax for Netsuite. User Guide. Version Revision date: 12/14/2012
AvaTax for Netsuite User Guide Version 1.1.1 Revision date: 12/14/2012 Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject
More informationPreparing to Enter/Update Items
Preparing to Enter/Update Items There are some files that are required before you can enter in your items. Units of Measure Item Tax Done in QuickBooks Locations Categories Credit Reasons Units of Measure
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationInfor VISUAL 9 Features & Benefits through VE 9 R3. Copyright Infor. All Rights Reserved.
Infor VISUAL 9 s & Benefits through VE 9 R3 1 Core Business s 2 Lifecycle Notifications s Send e-mail notification when sales and purchasing events occur Determine notification points at the business partner
More informationSetting Up a New Branch in Solar Eclipse. Release 8.7.5
Setting Up a New Branch in Solar Eclipse Release 8.7.5 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the
More informationProfitMaker to ASI Smartbooks Report Cross References
ProfitMaker to ASI SmartBooks Report Cross Reference Table of Contents ProfitMaker to ASI Smartbooks Where Do I Find?: Open Orders Report 3 Book/Billed Order Comparison 3 Order Costing Report 3 Monthly
More informationTransportation Management Accounting Portal Invoice Upload
Transportation Management Accounting Portal Invoice Upload USER REFERENCE V.5 To help facilitate the submission of transportation invoices for payment, Crowley has designed a solution for the carrier to
More informationAIMS Version 6.3. Feature presentation
AIMS Version 6.3 Feature presentation AIMS System 6.3 Standard overlay forms all forms are laser ready with your logo New E-Commerce module on-line ordering from your web page Dashboard rewrite of company
More informationVENDOR INFORMATION DOCUMENTATION UPDATES
DOCUMENTATION UPDATES Date Description Where Changed 8/21/02 Service vendors should be assigned a Class from 50 to 98. Class 99 is now reserved by the system to identify temporary vendors created in Payables.
More informationEscape Basics. Getting Help. Viewing Accounts. Butte Site Training. Login/Logout. Activity Tree. Search/List/Form. Workspace Tools How Tos
Escape Basics Login/Logout Activity Tree Search/List/Form Getting Help Workspace Tools How Tos o Link to Escape Online Documentation Online Resources Newsletter Join Our Email List Online Resources Tutorials
More informationPurchase Orders MBS ARC (MERCHANDISE) MANUAL
MBS ARC (MERCHANDISE) MANUAL Purchase Orders Purchase Orders (POs) are created as a way to send order requests to your vendors. The PO is also used to connect your order decision with your receiving once
More informationSystem Parameters in TrulinX
Global System Parameters FindLimit EmailDocumentExportPath ReportPath - READ ONLY VendorReportPath - READ ONLY TrulinXReportPath - READ ONLY FaxPrinter - READ ONLY EnableRichTextComments PrintCustItemOnlyOnExtDocs
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 informationSage 300 ERP Sage CRM 7.1 Integration Upgrade Guide
Sage 300 ERP 2012 Sage CRM 7.1 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the
More informationQuick Sales Order Entry Access. Release 9.0.2
Quick Sales Order Entry Access 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 informationACTIVANT TURNS. New Features Guide - EDI. Version 3000
ACTIVANT TURNS New Features Guide - EDI Version 3000 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual
More informationSetting Up Your Company
Setting Up Your Company The Company Maintenance screen is a very important screen. You will be entering in essential information the software will be utilizing for printing invoices, pricing, reports,
More informationBasic Accounting Option
Basic Accounting Option This document provides an overview of the Basic Accounting Option, explains how to set it up, and provides directions for using Accounts Payable, General Ledger, and Check Reconciliation.
More informationActivant Prophet 21. Version 12.3 Overview of Prophet 21 New Features
Activant Prophet 21 Version 12.3 Overview of Prophet 21 New Features This class is designed for Managers System Administrators Objectives Miscellaneous New Features Add an Item to a Closed PO Improved
More informationAIMS. Accounts Payable Version 6.3 May 1, 2006
AIMS Accounts Payable Version 6.3 May 1, 2006 Copyright Western Canadian Software, 2006 - TABLE OF CONTENTS What About Accounts Payable?... 6 Module Topics... 7 Accounts Payable Menu Options... 16 Vendor
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationCreating a Sales Order
Creating a Sales Order With Non-Stock Items If a customer requests a non-stock item, you will need to add its information into the system before it can be ordered. Start the order as usual, but when it
More informationYearOne PowerLink 3.20 Job Costing
YearOne PowerLink 3.20 Job Costing User Guide October 2012 Publication Date Product Version October 2012 YearOne PowerLink 3.20 YearOne Software Australia Pty Ltd ACN 011 002 038 ABN 36011002038 147 Ross
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 informationCHAPTER 3: GENERAL JOURNALS
Chapter 3: General Journals CHAPTER 3: GENERAL JOURNALS Objectives Introduction The objectives are: Explain the General Journal entry and posting system. Create and post General Journal entries. Describe
More informationRebates. Version 6.0 B
Rebates Version 6.0 B The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to
More informationPurchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
More informationData Import Formatting
Data Import Formatting 1700 Montopolis Dr., Ste. E Austin, TX 78741 512.299.9170 www.cetecerp.com Overview - Basic The Cetec ERP basic data import package covers Customers, Vendors, and Parts. Data should
More informationPAYABLES YOU MUST PRESS {ENTER} AFTER EVERY FIELD THAT YOU ADD OR EDIT FOR THE SYSTEM TO ACCEPT THE INFORMATION.
PAYABLES THE ACCOUNTS PAYABLE SYSTEM IS A SELF-CONTAINED COMPUTERIZED ACCOUNTS PAYABLE SYSTEM WHICH IS DESIGNED TO BE USED AS PART OF A FULLY INTEGRATED ACCOUNTING SYSTEM OR AS A STAND ALONE ACCOUNTS PAYABLE
More informationACCTivate! Release Notes (QuickBooks Edition)
ACCTivate! 7.3.2 Release Notes (QuickBooks Edition) Business Activity - Product Tax Code overrides Customer Tax code on Materials tab of Business Activity - #56665 Business Alerts - Sales Order Workflow
More informationTable Of Contents. Accounts Receivable i
Table Of Contents Overview 1 Package Overview... 1 How To Use This Manual... 1 Global Utilities Setup... 1 A General Explanation Of Accounts Receivable... 1 A/R Menu Bar Selections and Definitions... 4
More informationAP TRICKS & TIPS Sept. 22, 2010
New Features in 4.40 Product Update2 1. AP Vendor Electronic Payment AP TRICKS & TIPS Sept. 22, 2010 In AP/Setup/AP Options, you will enable ACH Electronic Payment. Contact your bank for the ACH Interface
More informationAPPENDIX C: LAB SOLUTIONS
Appendix C: Lab s APPENDIX C: LAB SOLUTIONS Lab 2.1 Handling Sales Scenario: Cronus' customer 20000 orders 1200 units of item 70003. The customer requests that the order be delivered with 300 units every
More informationEclipse Job Management. Release 9.0.4
Eclipse Job Management 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, including the
More informationOrder Entry is the base of the entire Distribution Sales system. It is fully integrated into virtually all IBS professional software systems.
Distribution Order Entry PROGRAM NAME: ORDERS MENU OPTION TITLE: Distribution Order Entry MAIN MODULE: SALES/SHIPPING HELP KEY ACTIVE: Yes PROGRAM OVERVIEW Order Entry is the base of the entire Distribution
More informationDealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014
Dealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014 Table of Contents Activation... 6 Business Information... 6 Shipping Setup... 6 Charge Shipping on Pickup Orders: Checking
More informationSAGE ACCPAC. Sage Accpac ERP. Project and Job Costing 5.5A. Update Notice
SAGE ACCPAC Sage Accpac ERP Project and Job Costing 5.5A Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are
More informationSolar Product Cutting. Release 8.7.2
Solar Product Cutting Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered
More informationAccounts Payable Setup & Processing
SedonaOffice Users Conference San Francisco, CA January 21 24, 2018 Accounts Payable Setup & Processing Presented by: Lisa Gambatese & Kaitlyn Denninger This Page Intentionally Left Blank Page 2 of 30
More information