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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 […]
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There are many reasons why emails sent from the system might fail. The reason for a given failure is usually well documented in the rejection email received in the “failure” email sent to the sending address. Almost all mail servers automatically send a rejection email back to the sender with details on the reason and […]
Release 9.5
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 […]
Frequently Asked Questions System Manager
Online Advantage is a browser based application which currently uses Microsoft Internet Explorer (IE) as the “client” application. Microsoft are phasing out support for the IE desktop application from Windows. As a replacement and to assist with users in the migration they have provided an IE mode in their new Windows browser called Edge. If […]
Assuming you have “administrative” access to your local PC to make changes to the Windows registry, there is a manual method to configure the Edge browser for IE mode use if you’re an advanced user and feel comfortable changing the Windows registry. You can either make a series of manual registry entries using the Windows […]
If you’re printing via the Edge browser using the OA Client Application Launcher, Edge may show you a pop-up window prompt to “open or save” each time you attempt to print as shown below: You can configure Edge to automatically ‘print’ so that the user does not need to manually open each print file. Follow […]
At the time of writing, Microsoft has not provided a User Interface (UI) to allow the user to configure tab settings for Internet Explorer (IE) mode. The settings remain when a user upgrades from an existing Windows 10 system with IE to the Windows 11 platform, but the UI to change them is no longer […]
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’ […]
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 […]
Order Management
Purpose This procedure is used to import Carrier delivery areas per postcode for use in determining area freight charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Carrier Nominate the Carrier the areas and postcode details being upload are for. Upload File Select the […]
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 […]