Order Management
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Purpose This function is used to upload Customer Sales ‘Orders’ into the system. This is an alternative way of creating orders to entering them via the ‘Order Entry’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products and quantities ordered to be used to create a customer […]
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Purpose This option is provided to allow users to create a sales order based on the customer’s previous ordering transactions. This allow users to service customer requests like “I’d like to reorder whatever I purchase last month’. You can specify how many weeks history to use as part of the ‘build’ process. Once complete the […]
Accounts Receivable Library Order Management
Before allowing a Sales Order Entry to be processed through the Order Management system, a ‘credit check’ is performed on the customer’s account. The following outlines the logic of the credit checking ‘rules’ used: If the customer’s credit flag is not ‘Credit Approved’ i.e. is ‘Stopped’, ‘Held’ or ‘Unapproved’, the order goes on credit stop If […]
Purpose This function is used to upload Stock Transfer invoices. This is an alternative way of creating a transfer invoice through data entry via the ‘Manual Despatch’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products & quantities to be used to create a […]
Purpose This function is used to upload Customer Sales ‘Invoices’ into the system. This is an alternative way of creating an invoice by entering the data into the ‘Manual Despatch’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products and quantities sold to […]
Inventory Control
Purpose This procedure is used to initiate and upload inventory items for a stock take and the current physical ‘stock on hand’ quantity for each item i.e. the ‘count’ quantity. This is an alternative way of creating a stock take and entering stock counts via data entry. Using this method a “spread-sheet” style tool can […]
Library System Manager
Address Entry Throughout Online Advantage you will find a consistent format for entering addresses. Each address component is stored individually which makes it easy to export address data to spread sheets and xml files. Country Country is the first selection in the address because it determines the format of the remainder of the address. For […]
Master File Maintenance Audit If you choose to switch on the “Master File Maintenance Auditing” feature in the System Options function, each time a Master File item is changed, the details of the change are recorded and reported on during End of Day processing. A “Master File” is a general term for all the “setup” […]
General Ledger Job Costing Library Manufacturing Purchasing
When processing some transactions the system requires that the user provide an “Account Posting” for one or both sides of the transaction. Effectively this is for double-entry accounting, being the “Debit” and/or “Credit” entries. More often than not the system knows both, or at least one side of the double-entry. When the system requires the […]
Inventory Control Library Manufacturing Order Management Point Of Sale Purchasing Stock Forecasting DRP
Most Online Advantage Inventory transactions require the user to enter a product quantity. The entry of that quantity – and its associated data – can range from simple to complex. The degree of complexity is determined by how your business has decided to configure the system and the individual data elements like Products, Stock Locations, […]
Accounts Receivable Library Order Management Pricing
Selling prices are determined based on a Pricing Matrix that combines elements based on which Product is being sold to which Customer. The diagram provides an overview of the matrix, showing the four basic groups of elements that are used to determine sell prices. The selling price for a particular Product is determined by the […]
Library Reporting
There are many hundreds of “Display” functions in Online Advantage that are used to view information held in the system based on some “known” details. There are so many of these display functions because where you start an enquiry depends entirely on the situation, and what you may know to begin with. All the display […]
Library Reporting System Manager
There are a variety of options in the system for scheduling reports or processes to run automatically. These are available from the Process Scheduler and the Report Launcher. It should be noted that wherever a scheduled time is entered, the process will run according to the server time. Which is set to Australian Eastern Daylight […]
Purpose The ‘Report Launcher’ is the tool from which all reports in OA are run, whether it be to the screen, printer, email, fax or saved to file. The system is written this way to provide a standard, consistent and familiar method to all users who run reports. Also remember that sometimes “reports” can mean […]
Frequently Asked Questions Library
Browser How do I set up my IE browser? Tabs – how do you turn them on in IE? Trusted Sites – how do I add those in? How do I set up my Edge browser (Non-Technical Users)? How do I set up my Edge browser (Technical Users)? Local Printing – how do you […]
Frequently Asked Questions Library Reporting
There have been occasions where all network printing from Online Advantage has stopped whilst everything else appears to be functioning perfectly. We have found that the cause is usually when someone attempts to print to print to an ‘interactive’ print queue like the “Microsoft XPS Document Writer’ printer. What is an ‘interactive’ printer? It is […]
It is normal that the “same” report or document can print in a slightly different way on different printers. In fact it is possible that the same report/document could look different when printed on the same printer because it all depends on the printer driver settings. Printer drivers are a piece of software that typically […]
Library
The Product Walker is an interactive means of finding products via a ‘tree’ style visual interface which allows users to navigate through a predefined Product Index structure to locate a particular product. In the example below the Product Walker has been activated by clicking the ‘red arrow’ icon to the right of the “Product” prompt. […]
The View and Omit selection function is a filtering tool that allows you to preview a list of selected results before submitting them for processing. As part of the features of this generic function is the ability to manually exclude items from the list before you submit it for processing. Typically, before the View/Omit selection […]
Library Online Tools System Manager
The Online Advantage Customer Portal is our tool for recording and controlling all the tasks associated with the Support and Enhancement of the system. We use the tracking system internally and provide you, the customer, with the ability to interact on tasks that relate to you through the portal. The portal allows you to enter […]
Online Tools
Purpose This function can be used to upload data into an Online Advantage data table (file) from a csv format spread sheet. Before using this function a system administrator must have previously configured the upload parameters to match the required spread sheet data. It is a great way to make mass changes across many items […]
There are various transactions in the Accounts Payable and Cash Management module that ask for a transaction month. The entry of a transaction month determines which accounting month the transaction being processed will post to in the General Ledger. Having the option to post a transaction into the current or next month allows you to […]
Document Prefixes are a handy way of identifying where transactions originated and which group of users generated them through the system. For example, if you wanted to distinguish transactions entered by the Melbourne or Brisbane branches you could use an ‘M’ and ‘B’ prefix to do so. Either the Branch or selected Users can be assigned the required […]
In Online Advantage we deliver each data table (or file) with a set of search fields. The search fields we select may not be the ‘best fit’ for everyone, so this document explains how you can add your own search fields or re-arrange the existing search fields. There are 2 types of searches in OA; […]