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SUP111 – Receipts to Sales Orders and Credit Requests (Laybys)

The purpose of this feature is to allow receipts to Sales Orders and Credit Requests coupled with the ability to Send Customer Statements with or without these open orders. In addition we have the ability to process Request for Credits at time of receipting to process customer short payments or claims, alleviating the need to short allocate against a fully paid invoice. This feature is also ideal for Laybys where we will only release the goods once fully paid.

Setup

To Activate this function, go to the Company Options / Receivables – settings 2 Tab, and select the Allow Receipt Processing to Sales Orders Function.

Laybys activating receipt processing to sales orders

Processing

Transaction Processing
At time of receipting we have the ability to Allocate Receipts to one or more sales orders as well as have the ability to Create a Credit Request on the fly as seen below. In my example I have Created a Sales Order for $100.

Laybys creating sales orders

I now process a receipt against the Sales Order as seen below. Note that at this time I have the ability to process a request for Credit and on doing so the Request would also be available for allocation purposes as a negative amount. This is used extensively where client claim rebates or for returns or price changes, while still paying the other documents on the order in full.

Laybys process credit request

Statement Processing
We now have the ability to process Customer Statements with or without displaying the Open Orders as seen below.

Laybys processing statements

Here is a statement displaying the Open Orders

Laybys processing statements displaying open orders

Here is an example of the statement without the Open Orders

Laybys processing statements not displaying open orders

Customer Ageing
The same applies to the Customer ageing reports per below.

With Sales Orders

Laybys customer ageing displaying open orders

Without Sales Orders

Laybys processing statements not displaying open orders

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SUP086 – Inventory Item Dimensions

In its most simplistic term, the item dimension function was designed to allow users to enter dimensions in order to calculate the quantity of an item. In addition to this, users have the ability to set default dimensions (as factors) allowing you to convert from one Unit of measure to another, on the fly.
Applications for this feature Include:

  • Entering Dimensions for Glass or Wood to calculate the m2 by entering the length and width,
  • Working with Batches or Rolls of Material or where we can enter the qty of Rolls and using a factor of say 50, default the qty to multiples thereof.
  • Invoicing boxes of items such as tiles – where we enter a required Length and Width of the area to be tiled, and together with a default Factor, the system will define the number of required boxes (ie re the example below)

Inventory item Dimensions

Setup

Creating Profiles
The first thing we need to do is to create “profiles” or standard template settings for the dimensions. This ensures that you only need to setup a profile once, then assign it to the related items.

Inventory Item Dimensions Auto Invoke

To setup the profile go to Inventory > Maintenance > Dimensions Profile. Once selected you will create the profile per the example below. As you see we have created 3 dimensions where the Height is a dimension that the user is unable to change. The Auto-Invoke ensures that a profile dimensions pop up to the user at time of processing.

Assign Profile to Items
Once the profiles are created you simply just assign them to the relevant Inventory items as seen below.

Inventory item Dimensions Assign a profile to items

Sales Document Processing
Once the profiles have been assigned, the profiles will activate on all Sales and Sales Order Processing screens.

Another function is the ability to enter multiple dimension lines for the same item to be used for different glass sizes for example.

Inventory item Dimensions Entering multiple dimensions

 

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