Frequently Asked Questions Library Reporting
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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 […]
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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 […]
Whilst OA relies on “codes” and they have their role to play, it is the “descriptions” and “names” that belong to those codes that really make the information mean something to users. Below are some examples of the types of data we are referring to here: Customer Name Supplier Name Product Description Sale Rep Name […]
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 […]
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 […]
Online Advantage has an in-built facility to restrict User access to specific Branches in the system. This can be done on a user by user basis. By default, a user can see/edit all data within the functions that they are given access too. However in User maintenance (see related topic below) the System Administrator can […]
OA contains a number of functions that allow users to “upload” data into the system without the need to complete the specific data entry in OA. The reasons for doing this are numerous, but most importantly it is for the speed of data entry. A spread sheet allows users to add, edit and change long […]
Library Release 9.4
We have made a significant change to the way Addresses are entered and stored within Online. The entry of an address has been separated into individual input for street, post code, state and country. Apart from the benefit of validating this data, this enhancement is important step for the system so that we can record […]
‘Sample’ sales are a particular category of sales that can occur in the system when a sales line item is entered/sold through the Order Processing system at no charge i.e. zero unit price. It is a great way for an organisation to track the cost of providing sample stock to customers. The system will use […]
The Order Processing system allows users to nominate that a particular sales line item is a “Special” sale during Order entry, editing and despatch. An example of this is highlighted in the screen shot included. The term ‘special’ is entirely up to each organisation to define, interpret and administer. The rules for when a transaction […]
Products are at the heart of everything that happens in OA, but what are products? We use the term to generically cover an extensive range of uses within the system so that all the features and benefits of products are available to all the different types of products you can use. What are the different […]
Here we need to talk about codes and why/how they are used. When we talk in general about “codes” we are referring to such things as: Chart of Account codes Customer codes Supplier codes Product Codes Trading Terms codes Hold Payment codes Branch Codes These are but a few examples. OA, like most systems, is […]