Diane

9.5 Post Release Features

February 22, 2022 Release 9.5

Whilst most features of a release are completed during our normal R&D cycle, we regularly add new features during the “life” of a release via patch updates. Usually because the feature is significantly beneficial to the majority of the users. Below is a summary of the new features added to this version. Something you’d like […]

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Version 9.5.1111.1 e-Commerce portal

February 6, 2022 Business To Business

Released 23rd January 2022 : version 9.5.1111.1 e-Commerce portal Password Change – The User Activity display now shows password change activity details for e-commerce portal users eWAY responses – we enhanced the messaging shown to users making e-commerce payments for purchases via the eWay payment gateway interface. For instance users will now see messages like ‘insufficient funds’ […]

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Version 9.5.1116.1 e-Commerce portal

February 6, 2022 Release 9.5

Released 6th February 2022 : version 9.5.1116.1 e-Commerce portal Credit Cards – improvements when entering credit card payments in all e-Commerce portals including automatic card type detection and card number length checking American Express – added more validation rules for credit cards made through the e-Way payment gateway Order forms – are no longer showing on the […]

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Version 9.5.1153.1 Online Advantage

February 6, 2022 Release 9.5

Released 6th February 2022 : version 9.5.1153.1 Online Advantage Colours – A new ‘Colours’ upload function has been added to the Inventory > Tools menu. The Colours report has also been improved as shown below: AP transaction display – added branch and division to the ‘Account’ column data for improved drill down into General Ledger displays […]

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Inter-bank Transfer

September 11, 2021 Accounts Payable

Purpose This function is used to record a transaction for the transfer of funds from one bank account to another. This entry is expected to take place after the transaction has been made in the bank accounts and thus does not appear as an entry in the Bank Transfers module. Once the transaction is entered, […]

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Contract Prices About to Become Out of Date

May 7, 2021 End of Day

There are two versions of this EOD report; one sorted by Customer and one sorted by Price Lists. These EOD reports run whenever Debtors EOD is run. These reports show Contract Prices that are due to expire (and be deleted) within the next 7 days of the EOD run. The expiry date is determined using […]

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General Ledger Transferred Report

March 31, 2021 End of Day

This EOD report runs whenever General Ledger EOD is run. It shows a list of Chart of Account codes that were transferred successfully. Can I Exclude It? Yes, but not recommended. If there are no Chart of Account items to be transferred, the report will be blank. However, if there are accounts to be transferred, […]

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General Ledger Not Transferred Report

March 31, 2021 End of Day

This EOD report runs whenever General Ledger EOD is run. It shows a list of Chart of Account codes that could not be transferred and the reason why. Can I Exclude It? Yes, but not recommended. If there are no Chart of Account items to be transferred, the report will be blank. However, if there […]

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Deleted Orders Report

March 1, 2021 End of Day

This EOD report runs whenever Debtors EOD is run. The report contains sales orders that have been deleted since the last EOD was run. It is sorted by the reason orders have been deleted. It shows the order customer, date, value and details of who deleted the order and when. Can I Exclude It? Yes. […]

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Creditors Discounts Due Report

March 1, 2021 End of Day

This EOD report runs whenever Creditors EOD is run. It shows a list of local Creditors with payments due where a discount can be claimed. Can I Exclude It? No. The report shows you where you can save money if you pay Suppliers on time, so is deemed useful and thus not excludable. Can I […]

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Master File Audit

February 4, 2021 End of Day

This EOD report is only produced if the System Option to record changes to Master File data is ON. See System Options for more details. It shows details of data changes made to Master Files. Master Files contain core non-transactional data. Customers, Suppliers and Products are 3 examples of Master Files. The report outputs a […]

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Interest Charged

February 4, 2021 End of Day

This EOD report is only produced if Debtors Statements are being run and the system has been configured to charge interest on overdue balances. See Setup Calendars and Debtors Ageing for more details. It shows a list of the Debtors who have overdue balances and have had an interest charge calculated and added to their […]

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Stock Transfer by Selection

July 6, 2020 Inventory Control

Purpose This procedure is used to create a Manual Stock Transfer transaction between two Stock Locations by selecting the products to transfer using selection filters.  It is designed to work on a large number of inventory items and is more efficient when compared to manually entering each product to be transferred. This function is particularly […]

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Upload Carrier Costs

May 18, 2020 Order Management

Purpose This procedure is used to import Carrier delivery costs and charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Location Nominate the Location which is the point of origin of the deliveries i.e. where items are being sent from. Carrier Nominate the Carrier […]

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Carrier Costs

May 18, 2020 Order Management

Purpose Carrier Costs are used to calculate delivery charges in Sales Order Entry when the Delivery Calculator option is switched on. Costs can be defined either by Area or Postcode, where an Area covers multiple postcodes and is therefore easier to maintain than a carrier cost for each Postcode.  Optionally you can update Carrier Costs […]

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Upload Customer Products

May 18, 2020 Order Management

Purpose This routine can be used to upload Customer Products details from a file created outside of the system for existing Customers and Products. Customer Product information is used in Order Processing and e-Commerce to show the customers product information i.e. product id and description. This is an alternative way of entering these details and is […]

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Stock Take Overview

July 28, 2019 Inventory Control

Online Advantage contains a ‘Stock Take’ module that is designed to help you manage the process of comparing your physical stock holdings to the perpetual quantities recorded in the Inventory system. The module allows you to create a stock take for a whole stock location, or for selected inventory items i.e. fast moving, spare parts, […]

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Purchase Types

July 26, 2019 Accounts Payable

Purpose This function is used to enter or modify the details of ‘Purchase Types’ set up for use in the Purchasing system. Purchase Types contain descriptive details on the types (or categories) of products that you purchase e.g. Steel, Welding Consumables, Paint. You can record one or more Purchase Types against a Supplier account and […]

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Cancel Transfer Invoice

July 7, 2019 Order Management

Purpose This procedure can be used to cancel (reverse) an in-transit Stock Transfer Invoice. The cancellation must take place before the stock is received at the Receiving Location and as such, will not work if the ‘Direct Delivery’ option was selected on the Stock Transfer Order. During cancellation, an Order is reverted back to its […]

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Document Audit Trail

July 4, 2019 Library

Once documents are completed (sent/printed), sometimes you have the need to go back and look to see where they were sent. This can be useful when checking for mistakes, or finding evidence of a paper trail. When a document is completed there are 3 audit updates that occur and you can find and view the […]

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