Order Management
Leave a Comment
Purpose This procedure is used to upload Request for Quotes (RFQ). Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Upload File Select the spread sheet file you wish to upload, by clicking Browse. This assumes you have access to the file with the RFQ […]
Read more »
Release 9.5
Released 19/02/23 : version 9.5.1308.1 Online Advantage Auto Bank Reconciliation – new definitions have been added to the bank statement format for sign of debit and credit columns to facilitate improved matching in bank reconciliation Cash Receipts – a new System Option for ‘Deposit Mode’ allows the choice between ‘batching’ deposit entries under one ‘deposit […]
End of Day
This EOD report runs whenever Debtors EOM is run. This report shows the details of outstanding orders that have a deposit (or full payment) paid against them prior to invoicing. The report can be used to reconcile the balance of the ‘deposit liability’ general ledger account to the sub-ledger. Can I Exclude It? Depends. If […]
Tagged
Released 4th September 2022 : version 9.5.1273.1 Online Advantage Statement Reprints – added new filters to the statement reprint functions so that users can now reprint statements for customer accounts with balances that are ‘nn days and over’ Statement Activity report – a new report on the ‘Statements’ menu that can be used to show when and […]
Released 4th September 2022 : version 9.5.1238.1 e-Commerce Contacts – Capturing contact name, phone and email is now mandatory in e-Commerce entry at the checkout stage and these details are record in the Contacts database and linked to the sales order to enable searching for an order by contact Delivery Methods – you can now […]
Released 4th September 2022 : version 9.5.1232.1 Online Advantage General Ledger Reports – the following reports have been updated to allow reporting back 8 years: Profit and Loss reports Balance Sheets Trial Balances Detailed GL reports Note that this does depend on there being 8 years of data history retained/available. GL EOM – additional Trial Balance […]
Released 4th September 2022 : version 9.5.1186.1 Online Advantage Bin Upload – New Bin Upload and Download functions are available in the Inventory Tools for easier updating of Inventory Primary and Secondary Bins Stationery Messages – the Standard Stationery Messages function has been re-arranged into two sections; configurable stationery elements for documents (e.g. headings and labels) […]
E-Commerce System Manager
Purpose This routine is used to adjust the various ‘e-Commerce Options’ available in the system. These options are used by the B2B (Business to Business), B2C (Business to Consumer) and B2R (Business to Rep) portals which are an extension of the Online Advantage application. Data Input Step 1 – Stock Availability Stock Availability Location You […]
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 […]
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 […]
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 […]
Business To Business Business To Consumer E-Commerce Library
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’ […]
Accounts Payable Cash Management
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, […]
End of Day Pricing
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 […]
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, […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Purpose This routine can be used to upload Customer Product 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 customer’s product information i.e. product ID and description. This is an alternative way of entering these details and […]