Software Designed to Empower Your Business
Order Management
Leave a Comment
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Stock Location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory Stock Location, that being the Location recorded to “receive” […]
Read more »
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Product within a specified stock location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory item (a Product within a […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Customer. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Customer. Data Input Step 1 – Back Order Deletion Enter Customer […]
System Manager
Purpose This routine is used to bar user access to a specified procedure for one or more users. This process compliments the “System Allowed” and “Procedures Barred” options in the User Details function. This routine is designed to allow global barring of user access for a specific procedure/function for one or more users as required. […]
Purpose This routine is designed to allow global updating of user access for a specific procedure/function for one or more users as required. This process compliments the “Additional Procedures Allowed” and “Procedures Barred” options in the User Details function. Rather than updating the access to a given system procedure by changing each individual users settings, […]
User Classification Code The User Classification Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage User Classification Name Enter text to describe the User Classification. The description is shown wherever a user classification code is entered and can also be used to search […]
Sales Analysis
Purpose This procedure provides a selection of Sales reports that can be generated from the Sales Analysis data using User Sales Report Templates to define the row and column information included. From this function User Reports can be run immediately or scheduled to be run at another time. Data Input Step 1 – Schedule […]
General Ledger Release 9.4
With the User GL Reports tool, if the report templates have already been created, running them could not be easier. Here are the steps: Step 1 – “Schedule” First decide if you want to run the report “Now” or at some future time. This allows you to schedule long running sales reports for later in […]
Creating User GL report templates is a fairly straight-forward activity with the setup tool that leads you through the questions required to write a report. The hardest part (as always with reports) is working out what you want to see, and in what sequence. Below is a step by step sample of some of the […]
The ability to report and analyse General Ledger (GL) figures is a crucial part of Online Advantage. Over the years we have found that no matter how many standard GL reports we include with the system, there will always be a user who wants something different in some way. To this end, we have developed […]
Purpose This routine offers a comprehensive selection of reporting tools that permit a user to produce sales analysis reports specific to their requirements from previously created Standard Sales templates. These reports are capable of extracting sales information across a twenty four (24) month summarised monthly sales period and presenting them in the form of Sales […]
Purpose This procedure is used to create or change Standard Sales Report templates. These are essentially a record of different “settings” that can be used to generate a Sales Report. There are many Standard Sales Report templates delivered with Online Advantage – approximately 500. If there is not a template that does what you require […]
Inventory Control Manufacturing System Manager
Using this function you can establish defaults for the manufacturing system relating to reporting and the establishment of products within the manufacturing and jobbing areas of the system. Manufacturing Details Material Variance % Enter a percentage to two decimal places that is used as a trigger to generate End of Day reporting on material variances […]
Accounts Receivable Order Management System Manager
Purpose This routine is used to set or change standard stationery messages using the customer category. The message entered against a category here will be used by the appropriate document to override the “standard” message the system would normally use (if recorded). Note that the system allows for a standard message to appear on ALL […]
Purpose Specific documents (stationery forms) within Online Advantage can be sent to predefined printer queues to save the user constantly needing to re-select the destination printer through the course of their days processing. This is essential given the variety of documents/forms that Online Advantage produces. In a multi-user environment where there are many printers available […]
Purpose This function is used to maintain the Company Name and Address details recorded for global use within the system. The details displayed here can be changed at any time during the use of Online Advantage. The details entered in this function will be used throughout Online Advantage where the company name or such details […]
Purpose This routine is used to adjust the various ‘System Options’ available in the system. These options are global controls on the way Online Advantage functions, and for the most part are used to turn facilities on or off within the system. For ease of navigation they are grouped by module. Data Input Step […]
Purpose This routine is used to set and adjust the various “Standard Stationery Messages” that are used in Online Advantage on the important “Documents” within the system. These documents are typically the ones that are sent externally to customers/suppliers and so have additional formatting requirements over and above normal reports from the system. The full […]
Tagged
Purchasing System Manager
This function is used to enter variance take-up value thresholds and the General Ledger posting to be used for the automatic take-up of Purchase Price Variances on finalised Shipments. Purchase price variances that are below a certain value can be easily removed from the purchase price/shipment variance list to allow purchasing/accounts personnel to concentrate on […]
Purpose This function is used to set and/or maintain the “Next” document number for all the various documents in Online. “Document” numbers refer to the system generated “reference” numbers that are allocated for the various transactions within the Online system such as printed dockets like Quotes, Order Confirmations, Transfer Orders, Invoices, Purchase orders, Remittance Advice’s, […]