­

Browser

How do I set up my browser?
Tabs – how do you turn them on?
Trusted Sites – how do I add those in?

Return to the Top

­

Reporting

Why does the stationery layout change between printers?
Why doesn’t my PC printer print?
What’s the Cube?
How can I schedule a report?
Why has all network printing stopped?

Return to the Top

­

General

User limit reached?
How do I make a Country appear on the list when entering an address?
Can I change a Products Code?
How do I do a screen capture?

Return to the Top

­

Order Management

Why is a Picking Docket not being created?

Return to the Top

­

Inventory

Can I change a Products Code?
Adding Sizes & Colours to Products

Return to the Top

­

Accounts Receivable

How do I reverse a Cash Receipt?

Return to the Top

­

Accounts Payable

What is Held vs Sent in Banking?

Return to the Top

{ 0 comments }

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 […]

Read the full article →

Document Delivery

June 20, 2018 Library

Document Delivery is the term we use for the automatic sending of stationery documents to external third parties i.e. Customers and Suppliers. Document Delivery allows you to set up rules for the electronic delivery of documents via email or fax. These rules relate to documents such as Quotes, Order Confirmations, Invoices, Debtors Statements, Purchase Orders […]

Read the full article →

Stationery Email: Placeholders

March 1, 2018 Library

When sending out documents such as Invoices and Purchase Orders to Customers and Suppliers via email, the email ‘subject’ and ‘body’ requires some politely worded text. Within that ‘fixed’ text you often want to insert some ‘variable’ words pertaining to the document being sent. For example you may want to highlight your invoice number and the customer’s order number for […]

Read the full article →

Display Functions

March 28, 2017 Library

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 […]

Read the full article →

Bin Tracking Options

October 30, 2016 Inventory Control

Within Online Advantage you can set up a different bin tracking option per Stock Location. There are 3 bin tracking options available: Option 1 – Optional Bin Tracking ‘Optional’ or ‘No’ bin tracking, allows for the entry of bin details when issuing and receiving stock but does not track the quantity on hand held in each […]

Read the full article →

Delivery Details

September 9, 2016 Library

Below is a description of the prompts that form the ‘Delivery Details’ section for an Order: Delivery Area Adjust the orders nominated ‘Delivery Area’ at this prompt. The Delivery Area defaults from Customer Details for Sales Orders or from the Issuing Location for Transfer Orders. You may override the default on an order by order basis […]

Read the full article →

Order Details

September 9, 2016 Library

Below is a description of the prompts from the ‘Order Details’ section for a Customer Sales Order: Date required Enter the date when the order is required. The current system date is used as the default date required. This date is also referred to as ‘Delivery Date Required’. One of the main uses of the […]

Read the full article →

Customer Credit Checking

April 17, 2016 Accounts Receivable

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 […]

Read the full article →

Address Entry and Format

July 22, 2015 Library

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 […]

Read the full article →

Picking Methods

July 15, 2015 Inventory Control

The Picking Method determines what the system does with Back Orders. The Picking Method is entered on an Order, and is defaulted from the Issuing Location in the case of a Stock Transfer Order, or the Customer Details in the case of a Sales Order. The default Picking Method can be overridden/changed for the order if […]

Read the full article →

Auditing and Activity tracking

May 14, 2015 Library

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” […]

Read the full article →

Notes

May 11, 2015 Library

Purpose The Notes feature is used to view/add whatever notes (or internal “memos”) are required against selected important “data” elements of the Online Advantage system. At any time in the system you can view/add notes from the displays menus, or you can directly view/add notes relating to a particular element via the menu link that […]

Read the full article →

Account Posting

May 6, 2015 General Ledger

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 […]

Read the full article →

Quantity Input

April 27, 2015 Inventory Control

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, […]

Read the full article →

Customer Pricing

April 22, 2015 Accounts Receivable

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 […]

Read the full article →

Displays

April 13, 2015 Library

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 […]

Read the full article →

Scheduling Options

April 8, 2015 9.5 posts

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 […]

Read the full article →

Cube

April 2, 2015 Library

Overview Online Advantage has a built-in analysis tool called the “Cube”. We provide facilities with the system to send your data from reports or displays into the Cube so that you can explore and analyse the information within as required. The data in your system has many relationships that can be viewed in an almost […]

Read the full article →

Launching Reports

March 31, 2015 Library

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 […]

Read the full article →