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System Manager
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Code The Note Category code can be numeric or alpha.The code “TFR” is reserved for notes pertaining to system transfers e.g. Product Transfers.The code “DH” is reserved for notes pertaining to document history e.g. Order confirmation emailed to xx For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category […]
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Order Management
Delete Reason Code Reason codes can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delete Reason Name Enter text to describe the delete reason. This is used when selecting a reason for deleting an order, and in reporting. For more details on descriptions, see The […]
Sales & Back Order Deletion Reasons allow you to keep track of the reasons orders (including Sales, Quotes, Drafts & Transfers) & back orders are deleted. Whenever an order or back order is deleted, you have the choice to record a reason for the deletion. The delete reasons are used for display and reporting purposes. […]
Note categories are used when editing Notes against various elements in the system – like products, customers, suppliers and more. You can restrict access to notes by limiting Users to a set of note categories. It is important to remember that not only can access to notes be limited by these categories, but they can […]
Branch Code Select the branch code you want set-up or adjust the “new customer default” details for. You should enter details in this function for each branch that requires “quick” customer creation from the Sales Order Entry function. Without these default details specified for a given branch, any users allocated with the branch as their […]
Postcodes are used in addresses. Postcodes can be useful as selection criteria in reporting and data exports and are often used by Carrier companies to determine cartage rates. Since there are often thousands of postcodes for a country, you may want to download postcodes from the country’s postal service web site and then upload them […]
This function is used to enter default customer details for a specific branch. These details are the mandatory required fields for a new customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. It saves users from having to enter all the mandatory settings […]
Country Code Select an existing Country. Only active country codes are available for selection.Postcodes are unique to a particular country. Postcode Enter the postcode (or zip code, local code etc.). Localities Locality Name Enter the locality name of the postcode i.e. suburb, town, area or city name. This name is shown when entering postcodes and […]
An Order Class can be used to define the source of a Sales Order. For example, whether the order request came via an email, was phoned in, was the result of a sales rep visit or perhaps via a web site e-commerce portal. The system records the class against the order and subsequent invoice transactions […]
Order Class Code Order class code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Order Class Name Enter a name to describe what the Order Class code represents. The Order Class name appears on picking dockets and various reports. For details on descriptions, […]
Inventory Control
Stock Adjustment Reasons are used when entering Manual Stock Issues and Manual Stock Receipts. The use of a ‘Reason’ for the stock transaction provides: Examples Some typical examples of Stock Transaction Reasons are: Minimum Requirements The entry of a ‘Stock Reason’ in the manual stock transaction processes available in the system is mandatory, so you […]
Reason Code Reason Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Reason Name Enter text to describe the stock adjustment reason. The name appears when selecting a reason in the manual stock transaction functions and may also be used as a filter […]
Cash Management General Ledger System Manager
Branches are a core setting in Online Advantage and are pivotal for Reporting and General Ledger postings throughout the system. Branches typically represent specific ‘cost centres’ of a business where the separation of Financial reporting requirements such as Assets, Liabilities, Sales and Profitability is required. Branch Codes are mandatory fields and at least one Branch […]
General Ledger
Each General Ledger (GL) Chart of Account must be assigned to a category. Categories are a way of organising the Chart of Accounts and are used for sorting and sub-totalling to provide structure on General Ledger reports. The first digit of a category code signifies whether a GL account under the category is a ‘Balance […]
GL Category Code This procedure is used to create the 3-character Category code to be allocated to General Ledger Accounts and the 1- and 2-character Category Codes used to define the subcategories (if required). The first digit of a category code signifies whether a GL account under the category is a ‘Balance Sheet’ account or […]
General Ledger System Manager
Branch Code The number of characters for this code is defined in the Accounting Format procedure. You need to set up the Accounting Format before entering any branches. The code can be numeric or alphabetical. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Branch Short Name Enter an […]
Cash Management
Since downloadable bank statements provided by your Bank(s) vary in format and do not conform to any ‘standard’, we need to ‘map’ the fields on the bank statement to the fields we are expecting so that these statements can be used as an upload into the Bank Reconciliation process. Example One bank may provide a […]
Asset Ledger
Details of recently purchased assets are automatically recorded as ‘Asset Purchases’ when the transaction is entered through the Accounts Payable/Purchasing ledger to make it easier to create the asset in the Asset Ledger. Any posting made in the Accounts Payable/Purchasing ledger to a General Ledger Account that is linked to an Asset Group will cause […]
Asset Ledger End of Day
This End Of Day (EOD) report is output during the Accounts Payable EOD process. It shows the details of recent purchases that have been posted to a General Ledger account tagged with an Asset Group. The presence of an Asset Group against the GL Chart Of Account tells the system to record the details of […]
Accounts Payable End of Day
This End Of Day (EOD) report shows any Periodic Payments created automatically by the system during an Accounts Payable EOD. It shows the payments created during overnight processing based on Standing Payment details. Standing Payments are regular scheduled payments that you create once so that you do not need to enter them into the system […]