TrueERP wiki - User contributions [en]

16 Display Tick Boxes

2015-02-03T23:18:41Z

Cgillhouse:

'''Display Tick Boxes'''

'''Have the display options for Manufacturing and Sales been explained to you?'''

When checked, Selecting a Customer in the Quote / Invoice / Sales Order, you can check under Employee Preferences which pop up options will popup:

-Open Product Source Option from Sale: take from stock or manufacture

-Open Delivery Details when printing

-Open Process tree from Sales Order when product selected

-Capacity Planner: Show Selection Options

-Print Address labels when delivery docket printed from delivery docket audit

-Sales: Show product Auto Select options: select from customer's product history

-Show Manufacture Summary when tree created/changed from sales

-Don't show message when service pad opens

16 Display Tick Boxes

2015-02-03T19:33:05Z

Cgillhouse:

'''Display Tick Boxes'''

'''Have the display options for Manufacturing and Sales been explained to you?'''

When checked Selecting a Customer in the Quote / Invoice / Sales Order, you can check under Employee Preferences which pop up options will popup:

-Open Product Source Option from Sale: take from stock or manufacture

-Open Delivery Details when printing

-Open Process tree from Sales Order when product selected

-Capacity Planner: Show Selection Options

-Print Address labels when delivery docket printed from delivery docket audit

-Sales: Show product Auto Select options: select from customer's product history

-Show Manufacture Summary when tree created/changed from sales

-Don't show message when service pad opens

16 Display Tick Boxes

2015-02-03T19:32:27Z

Cgillhouse:

'''Display Tick Boxes'''

'''Have the display options for Manufacturing and Sales been explained to you?'''

When checked Selecting a Customer in the Quote / Invoice / Sales Order, you can check under Employee Preferences which pop up options will popup:

-Open Product Source Option from Sale: take from stock or manufacture
-Open Delivery Details when printing
-Open Process tree from Sales Order when product selected
-Capacity Planner: Show Selection Options
-Print Address labels when delivery docket printed from delivery docket audit
-Sales: Show product Auto Select options: select from customer's product history
-Show Manufacture Summary when tree created/changed from sales
-Don't show message when service pad opens

14 Tick Apply

2014-12-29T23:14:06Z

Cgillhouse:

'''Tick Apply'''

'''Why do we tick apply instead of loading a total?'''

To apply payments towards specific invoices

11 Approve/Review

2014-12-29T23:05:19Z

Cgillhouse:

'''Approve/Review'''

'''Can you mark a transaction as Approved or For Review?'''

If using Approval Levels, all transactions will be '''For Review''' until '''Marked Approved'''

11 Approve/Review

2014-12-29T23:04:05Z

Cgillhouse:

'''Approve/Review'''

'''Can you mark a transaction as Approved or For Review?'''

If using Approval Levels, all transactions will be '''for review''' until '''Marked Approved'''

20 OverPaying an Invoice

2014-12-29T22:25:54Z

Cgillhouse:

'''Over Paying an Invoice'''

'''How do you pay more against an Invoice?'''

Payments Module:
* Customer Payments
* Select Customer
* Click Apply to Invoice or Invoices
* Enter payment amount in column next to Amount Due
* Select payment method
* Click save

11 Calendar Ageing

2014-12-29T21:30:34Z

Cgillhouse:

'''Calendar Ageing'''

'''How does this change the report view and why is this commonly used?'''

'''Calendar Ageing''' provides a look over the next '''calendar''' quarter by month who is outside of their trading terms and is commonly used for month end reporting

11 Calendar Ageing

2014-12-29T21:26:51Z

Cgillhouse:

'''Calendar Ageing'''

'''How does this change the report view and why is this commonly used?'''

Calendar Ageing provides a look over the next calendar quarter by month who is outside of their trading terms

15 AR Notes Report

2014-12-29T19:04:29Z

Cgillhouse:

'''AR Notes Report'''

'''Can you open the Accounts Receivable Notes Report?'''

From the Report Selector
* Click Payments
* Select '''Accounts Receivable Notes Report''' and click OK

10 Age by Transaction Date

2014-12-29T18:48:13Z

Cgillhouse:

'''Age by Transaction Date'''

'''How does this differ from the standard "ageing based on due date" view?'''

In the Accounts Receivable Report you can click '''"Age By Transaction Date"''' if you prefer to view the ageing by '''transaction dates'''.

This Shows payments due by age from the creation of the '''transaction''' regardless of the payment terms.

10 Age by Transaction Date

2014-12-29T18:41:14Z

Cgillhouse:

'''Age by Transaction Date'''

'''How does this differ from the standard "ageing based on due date" view?'''

In the Accounts Payable Report you can click '''"Age By Transaction Date"''' if you prefer to view the ageing by '''transaction dates'''.

This Shows payments due by age from the creation of the '''transaction''' regardless of the payment terms.

10 Age by Transaction Date

2014-12-29T18:24:39Z

Cgillhouse:

10 Age by Transaction Date

2014-12-29T18:24:05Z

Cgillhouse:

10 Age by Transaction Date

2014-12-29T18:23:21Z

Cgillhouse:

'''Age by Transaction Date'''

'''How does this differ from the standard "ageing based on due date" view?'''

In the Accounts Payable Report you can click "Age By Transaction Date" if you prefer to view the ageing by transaction date.

10 Age by Transaction Date

2014-12-29T18:11:42Z

Cgillhouse:

'''Age by Transaction Date'''

'''How does this differ from the standard "ageing based on due date" view?'''

3 Statement Messages

2014-12-29T18:00:23Z

Cgillhouse:

'''Statement Messages'''

'''Can you add your own messages for 30, 60, 90 days overdue?'''

You can add default term '''messages''' for '''statements''' greater than 30, 60 and 90 days overdue.

The '''message''' selected for the '''statement''' will be based on the most overdue invoice.

The number of days overdue is the number of days that have passed since the DUE DATE, not the invoice date.

3 Statement Messages

2014-12-29T17:59:47Z

Cgillhouse:

'''Statement Messages'''

'''Can you add your own messages for 30, 60, 90 days overdue?'''

You can add default term '''messages''' for '''statements''' greater than 30, 60 and 90 days overdue.

The message selected for the statement will be based on the most overdue invoice.

The number of days overdue is the number of days that have passed since the DUE DATE, not the invoice date.

3 Statement Messages

2014-12-29T17:45:02Z

Cgillhouse:

'''Statement Messages'''

'''Can you add your own messages for 30, 60, 90 days overdue?'''

You can add default term '''messages''' for '''statements''' greater than 30, 60 and 90 days overdue. You can also record a
message for "OK" which will display if no invoices are overdue.

The message selected for the statement will be based on the most overdue invoice.

The number of days overdue is the number of days that have passed since the DUE DATE, not the invoice date.

17. SMS List

2014-12-18T00:28:31Z

Cgillhouse:

'''SMS List'''

'''SMS List - Do you know how to auto send SMS messages from ERP?'''

Utilities Module:
* Preferences
* Utilities
* Messaging
* Check '''SMS''' Enabled

Note: '''Auto Send SMS''' comes checked by default. Please review each un-check those that do not apply.

17. SMS List

2014-12-18T00:27:12Z

Cgillhouse:

'''SMS List'''

'''SMS List - Do you know how to auto send SMS messages from ERP?'''

Utilities Module:
* Preferences
* Utilities
* Messaging
* Check SMS Enabled

Note: Auto SMS comes checked by default. Please review each un-check those that do not apply.

10. Audit Lists

2014-12-17T18:35:00Z

Cgillhouse: Created page with "'''Audit Lists''' '''Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons?''' Utilities: * Picking Slip Audit *..."

'''Audit Lists'''

'''Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons?'''

Utilities:
* Picking Slip Audit
* Delivery Docket Audit
* Purchase Order Audit

This options provide a date ranged report for each selection.

18. Scheduled Reports

2014-12-17T18:19:17Z

Cgillhouse:

'''Scheduled Reports'''

'''Scheduled Reports - Can you schedule reports to be emailed?'''

Utilities Module:
* Click the '''Scheduled Reports''' button.
* This option allows you to have a look on your reports. No matter which module or function you have reports pending or due or has already been done this would option will provide you a concise summary of all the reports.
* Email to column is about to whom this report is to be submitted and the Report Column tells which report exactly it would be whether it would be a Sales Report, Purchase Report, Account Receivable Report, etc.
* Next Email Due is the date on which report is to be submitted, this way you will be aligned with the timetable of the report submission. Status will give the comments on the reports.
* Report Schedule Column From to to tells the tenure of the report is of.
From this option you can track the reports, and by double clicking on any cell or any report will open that particular report.

18. Scheduled Reports

2014-12-17T18:18:36Z

Cgillhouse:

'''Scheduled Reports'''

'''Scheduled Reports - Can you schedule reports to be emailed?'''

Utilities Module:
* Click the Scheduled Reports button.
* This option allows you to have a look on your reports. No matter which module or function you have reports pending or due or has already been done this would option will provide you a concise summary of all the reports.
* Email to column is about to whom this report is to be submitted and the Report Column tells which report exactly it would be whether it would be a Sales Report, Purchase Report, Account Receivable Report, etc.
* Next Email Due is the date on which report is to be submitted, this way you will be aligned with the timetable of the report submission. Status will give the comments on the reports.
* Report Schedule Column From to to tells the tenure of the report is of.
From this option you can track the reports, and by double clicking on any cell or any report will open that particular report.

18. Scheduled Reports

2014-12-17T18:09:46Z

Cgillhouse: Created page with " Scheduled Reports: To access this function; Go to Utilities and click the Scheduled Reports button. This option allows you to have a look on your reports. No matter which mo..."

Scheduled Reports: To access this function; Go to Utilities and click the Scheduled Reports button.
This option allows you to have a look on your reports. No matter which module or function you have reports pending or due or has already been done this would option will provide you a concise summary of all the reports.
The different column give different information.
Email to column is about to whom this report is to be submitted and the Report Column tells which report exactly it would be whether it would be a Sales Report, Purchase Report, Account Receivable Report, etc.
Next Email Due is the date on which report is to be submitted, this way you will be aligned with the timetable of the report submission. Status will give the comments on the reports. Report Schedule Column From to to tells the tenure of the report is of.
From this option you can track the reports, and by double clicking on any cell or any report will open that particular report.

17. SMS List

2014-12-17T17:42:19Z

Cgillhouse: Created page with "'''SMS List''' '''SMS List - Do you know how to auto send SMS messages from ERP?'''"

'''SMS List'''

'''SMS List - Do you know how to auto send SMS messages from ERP?'''

9. Purge Data

2014-12-17T00:00:53Z

Cgillhouse:

'''Purged Data'''

'''Purged Data - Where would you find the purged Audit Trail Folder?'''

When '''Purging Data''', you will be prompted to name and set a destination for the exported file copy.

16. Email List

2014-12-16T23:13:31Z

Cgillhouse: Created page with "'''Email List''' '''Email List - Can you configure ERP to track emails?''' Utilities Module: * Email List * Email Config * Enter Email Address * Incoming Mail Server * Outgo..."

'''Email List'''

'''Email List - Can you configure ERP to track emails?'''

Utilities Module:
* Email List
* Email Config
* Enter Email Address
* Incoming Mail Server
* Outgoing Mail Server
* User Name
* Password

15. Site Integration Report

2014-12-16T23:04:43Z

Cgillhouse:

'''Site Integration Report'''

'''Site Integration Report - Do you understand what is tracked through this report?'''

The Site Integration Report gives you complete report on the websites which are integrated with the system. Any information related to your site operation, how is it running will be logged here.
Any information related to your websites, no matter how many websites, there information regarding error, status, start time, finish time, source database etc, will be listed here.

15. Site Integration Report

2014-12-16T23:02:16Z

Cgillhouse: Created page with "'''Site Integration Report''' '''Site Integration Report - Do you understand what is tracked through this report?'''"

'''Site Integration Report'''

'''Site Integration Report - Do you understand what is tracked through this report?'''

16 Utilities

2014-12-16T22:49:24Z

Cgillhouse:

<menu name="myMenu" align="center">

Answers=
[[1. Documents Path]]
[[2. Shared Path]]
[[3. Manual Backup]]
[[4. Automatic Backup]]
[[5. Restore a Backup]]
[[6. Audit Trail]]
[[7. Preferences]]
[[8. Purge Audit Trail]]
[[9. Purge Data]]
[[10. Audit Lists]]
[[11. Company Information]]
[[12. Company Correspondence Customization]]
[[13. Export to Reports]]
[[14. Link To]]
[[15. Site Integration Report]]
[[16. Email List]]
[[17. SMS List]]
[[18. Scheduled Reports]]

</menu>

== Overview ==

Utilities Training

<br>

<br> Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Documents Path - What does the Setup Doc's Path do?

2. [ ] Shared Path - Why should you make this a shared folder for the path?

3. [ ] Manual Backup - How do you manually create a Backup?

4. [ ] Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back Up?

5. [ ] Restore a Backup - How do you Restore a backup?

6. [ ] Audit Trail - What are the advantages of using the Audit Trail List?

7. [ ] Preferences - Do you know how to set the Preferences for the company?

8. [ ] Purge Audit Trail - Why should the Audit Trail be purged regularly and how can you configure this automatically?

9. [ ] Purged Data - Where would you find the purged Audit Trail Folder?

10. [ ] Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons?

11. [ ] Company Information - Do you understand how this feeds into the Templates?

12. [ ] Company Correspondence Customization - Can you customize or set up a document template for correspondence?

13. [ ] Export to Reports - How do you use the 'Export to Report DB'?

14. [ ] Link To - Can you check the connectivity through the ERP Web API?

15. [ ] Site Integration Report - Do you understand what is tracked through this report?

16. [ ] Email List - Can you configure ERP to track emails?

17. [ ] SMS List - Do you know how to auto send SMS messages from ERP?

18. [ ] Scheduled Reports - Can you schedule reports to be emailed?

14. Link To

2014-12-16T22:48:01Z

Cgillhouse:

'''Link To'''

'''Link To - Can you check the connectivity through the ERP Web API?'''

Utilities module.
* Click the '''‘Link to’''' tab will open up a window with a tab stating ‘'''Link to''' a Web Site’, click this link. This will open up a page‘Web API Test’ .
* On this page, on the top right in the ‘ERP Server Name’ provide the server name or address. In the internal address provide the details, if unknown leave it blank.

Below this you will find six testing platforms for the integrity of the website with the software.
* Check internet access and find your public (Internet) IP address.
* Check the ERP Utilities Server.
* Check Web API Module Configuration.
* Check ERP MySQL Server.
* Check Internet Communication with ERP through the WebAPI Module.
* Check External Communication with ERP though the WebAPI Module.

Click Test at the bottom, if everything is intact and integrated it will appear as pass. If not, Fail in red will appear. In case of Fail, you need to check on which platform it has failed and need to make the changes accordingly.

14. Link To

2014-12-16T22:44:46Z

Cgillhouse:

'''Link To'''

'''Link To - Can you check the connectivity through the ERP Web API?'''

Utilities module.
* Click the '''‘Link to’''' tab will open up a window with a tab stating ‘'''Link to''' a Web Site’, click this link. This will open up a page‘Web API Test’ .
* On this page, on the top right in the ‘ERP Server Name’ provide the server name or address. In the internal address provide the details, if unknown leave it blank.

Below this you will find six testing platforms for the integrity of the website with the software.
1. Check internet access and find your public (Internet) IP address.
2. Check the ERP Utilities Server.
3. Check Web API Module Configuration.
4. Check ERP MySQL Server.
5. Check Internet Communication with ERP through the WebAPI Module.
6. Check External Communication with ERP though the WebAPI Module.

Click Test at the bottom, if everything is intact and integrated it will appear as pass. If not, Fail in red will appear. In case of Fail, you need to check on which platform it has failed and need to make the changes accordingly.

14. Link To

2014-12-16T22:39:44Z

Cgillhouse: Created page with "'''Link To''' '''Link To - Can you check the connectivity through the ERP Web API?'''"

'''Link To'''

'''Link To - Can you check the connectivity through the ERP Web API?'''

12. Company Correspondence Customization

2014-12-16T22:35:57Z

Cgillhouse:

'''Company Correspondence Customization'''

'''Company Correspondence Customization - Can you customize or set up a document template for correspondence?'''

Utilities Module
* Preferences
* Utilities
* Marketing Lead: Email Configuration

12. Company Correspondence Customization

2014-12-16T22:24:51Z

Cgillhouse: Created page with "'''Company Correspondence Customization''' '''Company Correspondence Customization - Can you customize or set up a document template for correspondence?'''"

'''Company Correspondence Customization'''

'''Company Correspondence Customization - Can you customize or set up a document template for correspondence?'''

8. Purge Audit Trail

2014-12-16T22:08:38Z

Cgillhouse:

'''Purge Audit Trail'''

'''Purge Audit Trail- Why should the Audit Trail be purged regularly and how can you configure this automatically?'''

Every transaction is written to the '''Audit Trail'''. Over a period of time this file will become very large and start slowing down transaction processing. When the '''Audit Trail''' is purged a copy is saved to an archive so no information is lost

To set automatically:
* Utilities Module
* Preferences
* Utilities
* Check '''Audit Trail'''
* Enter amount of months to purge entries older than

8. Purge Audit Trail

2014-12-16T19:43:47Z

Cgillhouse:

'''Purge Audit Trail'''

'''Purge Audit Trail- Why should the Audit Trail be purged regularly and how can you configure this automatically?'''

It is important to '''purge''' the '''Audit Trail''' on a regular basis as it will otherwise slow ERP as the file grows.

To set automatically:
* Utilities Module
* Preferences
* Utilities
* Check '''Audit Trail'''
* Enter amount of months to purge entries older than

8. Purge Audit Trail

2014-12-16T19:37:16Z

Cgillhouse:

8. Purge Audit Trail

2014-12-16T19:33:40Z

Cgillhouse:

'''Purge Audit Trail'''

'''Purge Audit Trail- Why should the Audit Trail be purged regularly and how can you configure the automatically?'''

To access this option Go to Utilities from the window menu, Audit Trial and select Purge Audit Trial.
This will open up a '''purging''' window. Select the date you want the entries to '''Purge''' till. Select ''''Purge Audit Trial'''' which will delete all the entries from the ERP. Selecting both Export Audit Trial and '''Purge Audit Trial''' will export all the Audit Trial entries on an excel sheet and will delete all the records from ERP.

9. Purge Data

2014-12-16T19:01:29Z

Cgillhouse: Created page with "'''Purged Data''' '''Purged Data - Where would you find the purged Audit Trail Folder?'''"

'''Purged Data'''

'''Purged Data - Where would you find the purged Audit Trail Folder?'''

4. Automatic Backup

2014-12-16T18:57:14Z

Cgillhouse: Created page with "'''Automatic Backup''' '''Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back-up?''' Utilities: * Preferences * Utilities *..."

'''Automatic Backup'''

'''Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back-up?'''

Utilities:
* Preferences
* Utilities
* Check '''Backup''' on last person exit and or '''Backup''' after update check

7. Preferences

2014-12-16T18:36:54Z

Cgillhouse: Created page with "'''Preferences''' '''Preferences- Do you know how to set the Preferences for the company?''' You can set '''preference''' for the company for each module. Go to Utilities ..."

'''Preferences'''

'''Preferences- Do you know how to set the Preferences for the company?'''

You can set '''preference''' for the company for each module. Go to Utilities Module and click '''Preferences'''.
This will open the '''preferences''' window. On the left side you can see all the modules. Clicking on any module will show the '''preferences''' related to that module on the right side.

8. Purge Audit Trail

2014-12-16T18:34:01Z

Cgillhouse:

'''Purge Audit'''

'''Purge Audit - Why would you clean this out occasionally?'''

To access this option Go to Utilities from the window menu, Audit Trial and select Purge Audit Trial.
This will open up a '''purging''' window. Select the date you want the entries to '''Purge''' till. Select ''''Purge Audit Trial'''' which will delete all the entries from the ERP. Selecting both Export Audit Trial and '''Purge Audit Trial''' will export all the Audit Trial entries on an excel sheet and will delete all the records from ERP.

8. Purge Audit Trail

2014-12-16T18:33:06Z

Cgillhouse: Created page with "'''Purge Audit''' '''Purge Audit - Why would you clean this out occasionally?''' To access this option Go to Utilities from the window menu, Audit Trial and select Purg..."

'''Purge Audit'''

'''Purge Audit - Why would you clean this out occasionally?'''

To access this option Go to Utilities from the window menu, Audit Trial and select Purge Audit Trial.
This will open up a '''purging''' window. Select the date you want the entries to '''Purge''' till. Select ''''Purge Audit Trial'''' which will delete all the entries from the ERP. Selecting both Export Audit Trial and Purge Audit Trial will export all the Audit Trial entries on an excel sheet and will delete all the records from ERP.

6. Audit Trail

2014-12-16T18:29:48Z

Cgillhouse: Created page with "'''Audit Trial''' '''Audit Trail - What are the advantages of using the Audit Trail List?''' '''Audit Trial''' records everything what has been done in the ERP by any user...."

'''Audit Trial'''

'''Audit Trail - What are the advantages of using the Audit Trail List?'''

'''Audit Trial''' records everything what has been done in the ERP by any user. To access this go to Utilities Module and click '''Audit Trial'''.

It is a list of all the movement and actions done by any user in the database. This may creates huge number of records on daily basis. Therefore, it is recommended to Purge Audit Trail after 2 months or so.

5. Restore a Backup

2014-12-16T18:23:17Z

Cgillhouse:

'''Restore a Backup'''

'''Restore a Backup - How do you Restore a backup?'''

You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''. This will open up a window with the backup files. Each '''Backup''' file will show the details of last '''backup''' with Version, Date and Time.
Select the one that you want to '''Restore''' and click OK. This will '''restore''' the data of that particular date and time.

Make sure all users are logged off from the ERP before you '''restore''' the data.

5. Restore a Backup

2014-12-16T18:16:46Z

Cgillhouse:

'''Restore a Backup'''

'''Restore a Backup - How do you Restore a backup?'''

You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''. This will open up a window with the backup files. Each '''Backup''' file will show the details of last '''backup''' with Version, Date and Time.
Select the one that you want to '''Restore''' and click OK. This will '''restore''' the data of that particular date and time.
Make sure all users are logged off from the ERP before you '''restore''' the data.

5. Restore a Backup

2014-12-16T18:04:52Z

Cgillhouse:

'''Restore a Backup'''

'''Restore a Backup - How do you Restore a backup?'''

You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''. This will open up a window with the backup files. Each '''Backup''' file will show the details of last '''backup''' with Version, Date and Time.
Select the one that you want to '''Restore''' and click OK. This will restore the data of that particular date and time.
Make sure all users are logged off from the ERP before you restore the data.

5. Restore a Backup

2014-12-16T18:03:23Z

Cgillhouse: Created page with "'''Restore a Backup''' '''Restore a Backup - How do you Restore a backup?''' You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''..."

'''Restore a Backup'''

'''Restore a Backup - How do you Restore a backup?'''

You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''. This will open up a window with the backup files. Each Backup file will show the details of last backup with Version, Date and Time.
Select the one that you want to '''Restore''' and click OK. This will restore the data of that particular date and time.
Make sure all users are logged off from the ERP before you restore the data.