Adjutant Wiki - User contributions [en]

Salesperson Collection Report

2022-09-09T19:13:03Z

Vtran:

__NOTOC__

==General Information==

'''Default Menu Locator''' Reports >> Accounts Receivable >> Salesperson Collections Report

'''Screen Name''' SALESPERSONCOLLECTIONSREPORT

'''Function''' Sales Person Collection Report screen allows you to see the status of aging AR reports.

[[File: Salesperson_Collection_Report_Screen.png]]

===Report Filters===

'''Age From:''' Inventory Date or Due Date for the report

'''Older Than:''' Days range for the report

'''Invoice Status:''' The status of the invoices from the report

'''Sales Person:''' The Sales Person for the report

'''Account Manager:''' The Account Manager for the report

'''Drill Down View:''' Drill Down View of the report

===Page Header===

'''Company:''' Company name

* lc_comapny

'''Report:'''

* lc_report

'''Title:'''

* lc_title

[[Category: Accounts Receivable]]

Salesperson Collection Report

2022-09-09T19:12:50Z

Vtran:

__NOTOC__

==General Information==

'''Default Menu Locator''' Reports >> Accounts Receivable >> Salesperson Collections Report

'''Screen Name''' SALESPERSONCOLLECTIONSREPORT

'''Function''' Sales Person Collection Report screen allows you to see the status of aging AR reports.

===Report Filters===

'''Age From:''' Inventory Date or Due Date for the report

'''Older Than:''' Days range for the report

'''Invoice Status:''' The status of the invoices from the report

'''Sales Person:''' The Sales Person for the report

'''Account Manager:''' The Account Manager for the report

'''Drill Down View:''' Drill Down View of the report

===Page Header===

'''Company:''' Company name

* lc_comapny

'''Report:'''

* lc_report

'''Title:'''

* lc_title

[[Category: Accounts Receivable]]

File:Salesperson Collection Report Screen.png

2022-09-09T19:11:39Z

Vtran: Vtran uploaded a new version of File:Salesperson Collection Report Screen.png

Salesperson Collection Report

2022-09-09T18:56:06Z

Vtran:

Salesperson Collection Report

2022-09-09T18:55:28Z

Vtran: Created page with "__NOTOC__ ==General Information== '''Default Menu Locator''' Reports >> Accounts Receivable >> Salesperson Collections Report '''Screen Name'''' SalespersonCollectionsRepor..."

__NOTOC__

==General Information==

'''Default Menu Locator''' Reports >> Accounts Receivable >> Salesperson Collections Report

'''Screen Name'''' SalespersonCollectionsReport

'''Function''' Sales Person Collection Report screen allows you to see the status of aging AR reports.

[[File: Salesperson_Collection_Report_Screen.png]]

===Report Filters===

'''Age From:''' Inventory Date or Due Date for the report

'''Older Than:''' Days range for the report

'''Invoice Status:''' The status of the invoices from the report

'''Sales Person:''' The Sales Person for the report

'''Account Manager:''' The Account Manager for the report

'''Drill Down View:''' Drill Down View of the report

===Page Header===

'''Company:''' Company name

* lc_comapny

'''Report:'''

* lc_report

'''Title:'''

* lc_title

[[Category: Accounts Receivable]]

File:Salesperson Collection Report Screen.png

2022-09-09T18:55:06Z

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Salespersoncollectionsreport

2022-09-09T18:53:10Z

Vtran: Redirected page to Salesperson Collection Report

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Sales Tax Due

2022-09-09T18:51:10Z

Vtran:

__NOTOC__

==General Information==

'''Default Menu Location''' Reports >> Sales Tax >> Sales Tax Due

'''Screen Name''' SALESTAXDUE

'''Function''' The Sales Tax Due report is used to determine the amount to pay taxing authorities for sales made within a given period.

[[File: Sales_Tax_Due_Report_Screen.png]]

==Fields/Filters==

'''Basis:''' Determines when the tax is considered due
* '''Cash:''' Sales tax is considered due upon receipt of payment (cash receipt). Tax is only considered due when the invoice has been fully paid (has a zero balance).
* '''Accrual:''' Sales tax is considered due when the sales order is invoiced (shipped)
* '''Select Invoices to Process:''' When checked, allows the user to individually select which invoices they would like to mark as processed for that process period.

[[Category: Accounts Receivable]]
[[Category: Sales Tax]]

File:Sales Tax Due Report Screen.png

2022-09-09T18:50:45Z

Vtran:

Sales Tax Due

2022-09-09T18:49:40Z

Vtran: Created page with "__NOTOC__ ==General Information== '''Default Menu Location''' Reports >> Sales Tax >> Sales Tax Due '''Screen Name''' SALESTAXDUE '''Function''' The Sales Tax Due repor..."

__NOTOC__

==General Information==

'''Default Menu Location''' Reports >> Sales Tax >> Sales Tax Due

'''Screen Name''' SALESTAXDUE

'''Function''' The Sales Tax Due report is used to determine the amount to pay taxing authorities for sales made within a given period.

==Fields/Filters==

'''Basis:''' Determines when the tax is considered due

* '''Cash:''' Sales tax is considered due upon receipt of payment (cash receipt). Tax is only considered due when the invoice has been fully paid (has a zero balance).
* '''Accrual:''' Sales tax is considered due when the sales order is invoiced (shipped)
* '''Select Invoices to Process:''' When checked, allows the user to individually select which invoices they would like to mark as processed for that process period.

[[Category: Accounts Receivable]]
[[Category: Sales Tax]]

Salestaxdue

2022-09-09T18:46:41Z

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#REDIRECT [[Sales Tax Due]]

Print Invoices

2022-09-09T18:45:32Z

Vtran: Created page with "__NOTOC__ ==General Information== '''Default Menu Location''': Reports >> Accounts Receivable >> Print Invoices '''Screen Name''': PRINTINVOICESNEW '''Function''': Prin..."

__NOTOC__

==General Information==

'''Default Menu Location''': Reports >> Accounts Receivable >> Print Invoices

'''Screen Name''': PRINTINVOICESNEW

'''Function''': Print/Email/Fax/EDI Customer Invoice(s).

[[File: Print_AR_Invoices_Screen.png]]

===Fields and Filters===

'''Invoice Numbers''': Enter a single invoice number or a range of numbers. A range can be entered by using a colon and several specific invoices can be entered by using commas.
For example: 100,103,105:108 will print invoice number 100, 103, 105, 106, 107, and 108.

'''All Unprinted:''' Check this box to print ALL invoices that have not yet been printed/processed.

<u>'''Checking this box will make the program ignore the invoice number range.'''</u>

'''All: ''' Check this box to print All invoices. This is useful if you wish to print all unpaid invoices or all invoices for a particular customer.

<u>'''Checking this box will make the program ignore the invoice number range.'''</u>

'''Customer Code:''' Enter a customer ID if you wish to print invoices for one customer.

'''Auto-Process Code''': Filter by customers' Auto-Process (printemail/fax/EDI) setting.

'''Unpaid Only: ''' Check this box to exclude invoices that have been paid in full.

'''Exclude Zero Dollar Lines: ''' Check this box to exclude all $0 lines on the invoice.

'''Use Billing Notes: ''' Check this box to display the Billing Notes on the invoice (for use with Time Billing invoices only).

'''Show Accounting Balance: ''' Check this box to display the current invoice balance.

'''Print Monthly Billing Clients:''' Check this box to print invoices for customers who receive their billing periodically (requires a MONTHLYBILLING attribute on the Organization).

'''Sort By Company:''' Check this box to sort invoices by customer when printing.

'''Show Hidden Lines''': Shows all lines on invoice (ignores the Hide Line flag).

'''Group by Invoice #: ''' Check this box to group the invoices by number when printing more than one copy.

'''Print Only: ''' Check this box to bypass the Message Control Screen and go directly to Printer selection.

'''Fire Printer:''' This button will prompt you one time for the printer to use, then print all of the invoices matching your criteria to that printer.

'''Auto Process: ''' Check this box to utilize the auto-processing function in Adjutant. The auto-email/fax/print attributes on the Organization record determine how the invoices are processed. Invoices are printed to the default workstation printer if a customer has none of these attributes.

'''All to PDF: ''' Check this box to select a folder and save the invoice, or range of invoices to a folder.

[[Category: Accounts Receivable]]
[[Category: Message Control]]

File:Print AR Invoices Screen.png

2022-09-09T18:41:41Z

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2022-09-09T18:40:07Z

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POS Surcharge - POSSURCHARGE Rule

2022-09-09T18:37:29Z

Vtran: Created page with "__NOTOC__ ==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' Setting up this rule will include a transaction fee whe..."

__NOTOC__

==General Information==

'''Default Menu Location''' Maintain >> System >> Rule Maintenance

'''Function''' Setting up this rule will include a transaction fee when processing defined payment types in the POS and Apply Cash Receipts screens.

[[File: POS_Surcharges_Rule_Screen.png]]

===Rule Setup – Text Fields===

'''Type:''' Enter one of the following payment types (CC, CASH, CHECK, OTHER, NSF).

'''GL Account:''' Enter the desired GL account to be used when posting the transaction fee.

===Rule Setup – Number Fields===

'''Percentage:''' Enter the desired percentage of the transaction fee.

[[Category: Accounts Receivable]]
[[Category: Order Entry]]
[[Category: Rule Maintenance]]

File:POS Surcharges Rule Screen.png

2022-09-09T18:36:45Z

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POS Cash Accounts - POSACCT Rule

2022-09-09T18:28:03Z

Vtran:

__NOTOC__

==General Information==

'''Default Menu Location''': Maintain >> System Manager >> Rule Maintenance >> POS Cash Accounts (POSACCT)

'''Function:''' This rule will automatically change the 'Cash Acct' on the POS screen and the Apply Cash Receipts Screen to match the account tied to the selected payment method.

[[File: POS_Cash_Account_Rule.png]]

===How to link the POS Cash Accounts to Payment Methods===

'''1.''' Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance)

'''2.''' Select 'POS Cash Accounts' from the drop down menu.

'''3.''' Click the New Rule Details button, and fill in corresponding fields and link the cash code to a valid payment term (details below).

===Rule Setup – Text Fields===

'''Cash Code (Text1,5)''' = There should be five entries here to match the payment methods on the POS screen: CASH, CC, CHECK, NSF (for insufficient funds processing), and OTHER.

'''Cash GL Account (Text2,30)''' = Specify the default cash general ledger account for the selected POS Cash Code.

'''AR GL Account (Text3,35)''' = The AR GL account specified here is intended for use '''ONLY''' with the NSF cash code to process insufficient funds transactions in either the POS Processing screen or the Apply Cash Receipts screen. A unique AR GL Account tied to the NSF code will create any NSF POS transaction with the specified AR account. When used to create an open credit with the NSF code in the Apply Cash Receipt screen, it will default the specified account in the Select AR Account screen. An entry in this AR GL account field will override all other POS AR GL Account defaults. See the POS section of the [http://www.abiscorp.com/AdjWiki/Setting-the-AR-GL-account-by-sales-order-type.ashx?NoRedirect=1 AR GL Account Hierarchy] for details.

'''SO Terms (Text4,30)''' = This allows you to link a payment method from the POS screen to a payment term in the TERMS rule. The terms here must match the terms (text1) from the TERMS rule exactly. If a term is linked here, then accepting the corresponding payment method in the POS screen changes the sales order Terms. These terms are also transferred to the invoice.

===Rule Setup – Number Fields===

'''LoctID (Num1)''' - Enter the Warehouse LoctID value if you wish to default the cash/checking account according to the logged-in user's warehouse. Leave the entry at '0' if you do not wish to use warehouse to set the cash/checking account.

===Rule Setup – Logic Fields===

'''No Logic Fields In Use'''

[[Category: Accounts Receivable]]
[[Category: General Ledger]]
[[Category: Order Entry]]
[[Category: Rule Maintenance]]

Non AR Cash Receipt

2022-09-09T18:24:55Z

Vtran:

==General Information==

'''Default Menu Location''' Transaction >> Accounts Receivables >> Non-AR Cash Receipts

'''Screen Name''' NONARCASHREC

'''Function''' This screen is used to enter non-accounts receivable cash receipts.

[[File: Non_AR_Cash_Receipts_Screen.png]]

To enter a non-AR cash receipt, click the '''New Receipt''' button on the top-left of the screen.

Select the '''Cash Account''' to debit, enter a '''Reference #''', the '''Amount''', and the '''Transaction Date'''.

In the GL Accounts section, enter/select an account to credit and click '''Save GL Account'''. More then one open account may be selected, but the total distributions must match.

Click the '''Save''' button to save the receipt.

[[Category: Accounts Receivable]]

Non AR Cash Receipt

2022-09-09T18:14:01Z

Vtran:

==General Information==

'''Default Menu Location''' Transaction >> Accounts Receivables >> Non-AR Cash Receipts

'''Screen Name''' NONARCASHREC

'''Function''' This screen is used to enter non-accounts receivable cash receipts.

[[File: Non_AR_Cash_Receipts_Screen.png]]

To enter a non-AR cash receipt, click the '''New''' button on the top-right of the screen.

Select the '''Cash Account''' to debit, enter a '''Reference #''', the '''Amount''', and the '''Paid Date'''.

In the bottom half, select the GL Accounts section and enter/select an account to credit. More then one open account may be selected, but the total distributions must match.

Click the '''Save''' button to save the receipt.

[[Category: Accounts Receivable]]

Non AR Cash Receipt

2022-09-09T18:12:00Z

Vtran: Created page with "==General Information== '''Default Menu Location''' Transaction >> Accounts Receivables >> Non-AR Cash Receipts '''Screen Name''' NONARCASHREC '''Function''' This screen is..."

==General Information==

'''Default Menu Location''' Transaction >> Accounts Receivables >> Non-AR Cash Receipts

'''Screen Name''' NONARCASHREC

'''Function''' This screen is used to enter non-accounts receivable cash receipts.

[[File: Non_AR_Cash_Receipts_Screen.png]]

To enter a non-AR cash receipt, click the '''New''' button on the top-right of the screen.

Select the '''Cash Account''' to debit, enter a '''Reference #''', the '''Amount''', and the '''Paid Date'''.

In the bottom grid select the '''New''' button in the GL Accounts section and enter/select an account to credit. More then one open account may be selected, but the total distributions must match.

Click the '''Save''' button to save the receipt.

[[Category: Accounts Receivable]]

File:Non AR Cash Receipts Screen.png

2022-09-09T18:11:36Z

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2022-09-09T18:07:41Z

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New Tax Table Report

2022-09-09T18:01:06Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Reports >> Sales Tax >> New Tax Table Report '''Screen Name''' NEWTAXTABLEREPORT '''Function''' This screen s..."

__NOTOC__

==General Description==

'''Default Menu Location''' Reports >> Sales Tax >> New Tax Table Report

'''Screen Name''' NEWTAXTABLEREPORT

'''Function''' This screen shows you a list of new tax rates whether they are "Imported" or "Manual Entry" or "All".

[[File: New_Tax_Table_Report_Screen.png]]

===Fields/Filters===

'''Date Range:''' Time frame for the report

'''Imported:''' New Tax information files are being imported

'''Manual Entry:''' New Tax information is manually entered

===Standard Report Fields(Page Header)===

'''Date Range'''

* lc_para
* lc_date

===Standard Report Fields(Detail)===

'''TaxID'''

* staxid

'''ZipCode'''

* zipcode

'''State'''

* addrstat

'''TaxRate'''

* taxrate

'''City'''

* addrcity

'''State'''

* staxst

'''County'''

* county

'''City'''

* city

'''Local1'''

* local1

'''Local2'''

* local2

'''Local3'''

* local3

'''Local4'''

* local4

'''MTA'''

* mta

'''SPD'''

* spd

[[Category: Accounts Receivable]]

File:New Tax Table Report Screen.png

2022-09-09T18:00:16Z

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File:Manual Invoice Screen.png

2022-09-09T16:58:55Z

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Manual Invoice

2022-09-09T16:58:46Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Transaction >> Accounts Receivable >> Create Manual Invoice '''Screen Name''' MANUALINVOICE '''Function''' Ma..."

__NOTOC__

==General Description==

'''Default Menu Location''' Transaction >> Accounts Receivable >> Create Manual Invoice

'''Screen Name''' MANUALINVOICE

'''Function''' Manual Invoice screen generates an invoice with a Description, Item Number, Price, Order Number, including Bill To, and Sold To information.

[[File: Manual_Invoice_Screen.png]]

===Fields/Filters===

'''Client:''' Customer number, Phone number, and Company name

'''Bill To:''' Bill to customer information - Customer number, Phone number, Company name

'''Ship To:''' Ship to information - Customer number, Company name

'''Acc Mgr:''' Account Manager

'''Salesperson:''' Sales person for this invoice

'''Freight:''' Lading transported for pay

'''FOB:''' Freight on board

'''Ship Via:''' Shipping method

'''Cust PO#:''' Customer purchase order number

'''Confirm to:''' Contact information

'''Terms:''' Terms for the invoice

'''Whse:''' Warehouse location

'''Order#:''' Order number

'''Remarks:''' Remark for the shipment

'''Comment Code:''' Comment code for the shipment

'''Project:''' Project name

'''Phase:''' Project phase

'''Invoice Form:''' Invoice form

[[Category: Accounts Receivable]]

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2022-09-09T16:51:12Z

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Invoices to Date Report

2022-09-09T15:00:06Z

Vtran:

__NOTOC__

==General Description==

'''Default Menu Location''' Reports >> Accounts Receivable >> Invoices to Date Report

'''Screen Name''' INVOICESTODATEREPORT

'''Function''' The Invoices to Date screen generates reports based on projects, orders and invoices.

[[File: Invoices_to_Date_Screen.png]]

===Report Filters===

'''Sales Order:''' Provides a dropdown of all existing sales orders based on the data typed in

'''Multi-selectable list box:''' Allows selection of multiple order types

'''Project Number:''' Report can be run by project number by leaving sales order blank

'''Date Range:''' Report can be run by date ranges instead of by sales order or project number

[[Category: Accounts Receivable]]

Invoices to Date Report

2022-09-09T14:59:41Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location'''Reports >> Accounts Receivable >> Invoices to Date Report '''Screen Name''' SOBILLPCK '''Function'''The Invoic..."

__NOTOC__

==General Description==

'''Default Menu Location'''Reports >> Accounts Receivable >> Invoices to Date Report

'''Screen Name''' SOBILLPCK

'''Function'''The Invoices to Date screen generates reports based on projects, orders and invoices.

[[File: Invoices_to_Date_Screen.png]]

===Report Filters===

'''Sales Order:''' Provides a dropdown of all existing sales orders based on the data typed in

'''Multi-selectable list box:''' Allows selection of multiple order types

'''Project Number:''' Report can be run by project number by leaving sales order blank

'''Date Range:''' Report can be run by date ranges instead of by sales order or project number

[[Category: Accounts Receivable]]

File:Invoices to Date Screen.png

2022-09-09T14:59:15Z

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2022-09-09T14:58:33Z

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Invoice Summary by Plant Report

2022-09-09T14:55:09Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Reports >> Accounts Receivables >> Invoice Summary by Plant '''Screen Name''' INVOICESUMMARYREPORTBYPLANT '''F..."

__NOTOC__
==General Description==

'''Default Menu Location''' Reports >> Accounts Receivables >> Invoice Summary by Plant

'''Screen Name''' INVOICESUMMARYREPORTBYPLANT

'''Function''' Invoice Summary Report screen generates an invoice summary report with the users preference invoice status and order type.

[[File: Invoice_Summary_by_Plant_Screen.png]]

===Fields/Filters===

'''Customer ID:''' Customer ID or code

'''Start Date:''' Starting date for the report

'''End Date:''' Ending date for the report

'''Invoice status:''' Options for invoice status

'''Order Type:''' Options for Order type

[[Category: Accounts Receivable]]

File:Invoice Summary by Plant Screen.png

2022-09-09T14:53:53Z

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Invoice Register Report

2022-09-09T14:48:15Z

Vtran:

__NOTOC__

==General Description==

'''Default Menu Location:''' Reports >> Accounts Receivable >> Invoice Register Report

'''Screen Shot:''' INVOICEREGISTERREPORT

'''Function:''' This screen generates Invoice Register Report with the Order Number, Invoice Date, and the Invoice Amount for all the customers by a specific time frame.

[[File: Invoice_Register_Report_Screen.png]]

===Report Filters===

'''Cust#:''' Customer ID.

'''Start Date:''' Starting Invoice Date.

'''End Date:''' Ending Invoice Date.

'''Terr:''' Customer Territory (on SOLDTO screen).

'''Invoice Status:''' Invoice Status (viewable on the Invoice Header).

'''Order Type:''' Sales Order Type.

'''Invoices with multiple SO Types may not be displayed correctly if this filter is used.'''

'''Sort By:''' The report can be generated by -- ''Invoice #, Customer Number, Customer Name, SO#, SP.''

'''Summary or Detail:''' Choose the type of report to be generated.

'''Show GLDist:''' Check the box for GL distribution list.

===Standard Report Fields(Header)===

Every customer's report is different. Here are some general Headings for a report.

* lc_company

* lc_report

* lc_date

===Standard Report Fields(Line Items)===

'''Invoice/Order:''' The invoice number and the order number.

* alltrim(invno)+"/"altrim(orderno)

'''Inv Date:''' The date invoice was generated.

* ttod(invdate)

'''Cust#:''' The customer number for the invoice.

* custno

'''Company:''' The company name for the invoice.

* company

'''Net Amount:''' The net amount of the invoice.

* subamt-disamt

'''Sales Tax:''' The sales tax for the invoice.

* taxamt

'''Invoice Total:''' The total amount for the invoice.

* totamt

'''Balance:''' The total balance of the invoice.

* balance

[[Category: Accounts Receivable]]
[[Category: Reporting and Report Sets]]

Invoice Register Report

2022-09-09T14:04:20Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location:''' Reports >> Accounts Receivable >> Invoice Register Report '''Screen Shot:''' INVOICEREGISTERREPORT '''Functi..."

__NOTOC__

==General Description==

'''Default Menu Location:''' Reports >> Accounts Receivable >> Invoice Register Report

'''Screen Shot:''' INVOICEREGISTERREPORT

'''Function:''' The Invoice Register Report is used to give a list of Invoices in the system. The report also gives the invoice date, Net Amount, Freight, Sales Tax, Invoice Total, and Balance. The report can be filtered on many various fields such as customer, date, territory, status, order type, salesperson, and account manager.

[[File: Invoice_Register_Report_Screen.png]]

===Report Filters===

'''Cust#:''' The Company ID in the field

'''Company: (field is blank)''' The Company name (long name) to report on

'''Start Date:''' The start date for the report

'''End Date:''' The end date for the report

'''Terr:''' The territory which the invoice was generated from (sales)

'''Invoice Status:''' The invoice status the report will be filtered on

'''Sales Person:''' The salesperson associated with the invoice

'''Account Manager:''' The Account Manager associated with the invoice

'''Sort By:''' Select one of the options, ''Invoice#, Custno, CustName, SO#, SP'' for the report.

'''Summary or Detail:''' Choose one of the options for the report type

User may click the "Show GL Dist" box in order to show how the invoice effects the GL

[[Category: Accounts Receivable]]

File:Invoice Register Report Screen.png

2022-09-09T14:01:27Z

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2022-09-09T13:59:44Z

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Invoiced Items Breakdown

2022-09-09T13:57:36Z

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Reports >> Accounts Receivable >> Invoiced Items Breakdown '''Screen Name''' INVOICEDITEMSBREAKDOWNREPORT F..."

__NOTOC__

==General Description==

'''Default Menu Location''' Reports >> Accounts Receivable >> Invoiced Items Breakdown

'''Screen Name''' INVOICEDITEMSBREAKDOWNREPORT

[[File: Invoiced_Items_Breakdown_Screen.png]]

'''Function''' Invoiced Items Breakdown screen allows users to compare three different items and generate a report.

===Fields/Filters===

'''Custno:''' Customer number

'''Company:''' Company name

'''Date Range:''' Specific date range for the report

'''SO Type:''' Type of Sales Order

'''Proj:''' Project code

'''Project Name:''' Project name

[[Category: Accounts Receivable]]

File:Invoiced Items Breakdown Screen.png

2022-09-09T13:54:31Z

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Invoice Forms - INVFORM Rule

2022-09-09T13:47:46Z

Vtran:

__NOTOC__

==General Information==

'''Default Menu Location''' Maintain >> System >> Rule Maintenance

'''Function''' The Invoice Forms rule controls the valid Invoice Form types available for AR Invoice Master and Time Billing. Invoice Form codes can be set up to override the default invoice form used and/or the default sort method used on the invoice.

[[File: Invoice_Forms_Screen.png]]

===Rule Setup – Text Fields===

'''Name:''' Invoice Form name displayed in the AR Invoice Master drop-down, or in the Bill To screen default form drop-down.

'''Code:''' The single character code used for the associated form. Code 'S' is reserved as the system default for the standard invoice form.

'''Form:''' The base form file name, including the .FRX extension. Standard base form is 'INVFORM.FRX'.

'''Sort Override:''' This field can be used to override the default sort method for the specified invoice form. The Sort Override field uses standard foxpro expression language.

===Rule Setup – Number Fields===

'''No Number Fields In Use'''

===Rule Setup – Logic Fields===

'''Def Normal Invoice:''' Flag this field to establish the specified invoice form as the default AR invoice form type.

'''Def Billing Invoice:''' Flag this field to establish the specified invoice form as the default invoice form used during Time Billing.

[[Category: Accounts Receivable]]
[[Category: Rule Maintenance]]
[[Category: Time Billing]]

Invoice Forms - INVFORM Rule

2022-09-09T13:47:31Z

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Invoice Forms - INVFORM Rule

2022-09-09T13:47:17Z

Vtran: Created page with "__NOTOC__ ==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' The Invoice Forms rule controls the valid Invoice Form..."

File:Invoice Forms Screen.png

2022-09-09T13:46:33Z

Vtran:

Update Item OH/AL/OO

2022-09-08T21:26:58Z

Vtran: Created page with "==General Description== '''Default Menu Location''' Maintain >> Item Control >> Update Item OH/AL/OO '''Screen Name''' UPDATEITEM '''Function''' The Update Item OH/AL/OO..."

==General Description==

'''Default Menu Location''' Maintain >> Item Control >> Update Item OH/AL/OO

'''Screen Name''' UPDATEITEM

'''Function''' The Update Item OH/AL/OO screen updates On Hand, Allocated, and On Order quantities.

[[File: Update_Item_OHALOO_Screen.png]]

[[Category: Item Control]]

File:Update Item OHALOO Screen.png

2022-09-08T21:26:32Z

Vtran:

Updateitem

2022-09-08T21:24:08Z

Vtran: Redirected page to Update Item OH/AL/OO

#REDIRECT [[Update Item OH/AL/OO]]