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(Created page with "Preferences Do you know how to access the preferences that control Payments? What does Preference mean? A Preference is a favorite or favored choice. (And in this case of prese...")
 
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Preferences
 
Preferences
  
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Do you know how to access the preferences that control Payments?
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Have you set the company preferences for Manufacturing?
  
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What does Preference mean?
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A manufactured product is one that is made up of a number of inventory and noninventory items. The manufacturing
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A Preference is a favorite or favored choice.
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module allows you to manage the manufacturing process including raw materials, processes, resources and
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(And in this case of preset selections - most of which won't need to be changed).
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scheduling.
  
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Payment Preferences change the way the system treats all of the following
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Steps to Manufacturing
  
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Default Payment Accounts
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Create Process Steps<LinkId=65> 
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Once set, these should rarely change
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Create Resources<LinkId=280> 
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Customer - Default is Undeposited Funds. This means that by default, when a customer payment
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Create the Products<LinkId=5> that will be used in the manufactured Item
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is received the money will go to Undeposited Funds
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Create a Sales Order for the manufactured item
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Supplier - Default is Bank. Payments to a supplier will post to the Bank account
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Schedule Production via Capacity Planning<LinkId=68>  
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Credit Card - Default is Bank. Payments made by your credit card will post to the account Bank. 
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Process each of the production steps to completion of the product
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This obviously will only be true for a debit card so you need to set up an account for your credit
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card and select it here.
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The Payment Account can be modified on individual transactions regardless of the choices made here.
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Default Payment Variation Accounts
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Manufacturing Preferences
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Set here the default variation accounts for payments for each of Customers and Suppliers.  These accounts are used to
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post payment differences arising from foreign currency fluctuations.  These should only be changed on your accountants advice.
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Statement Messages
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The way manufacturing handles Production Planning, Auto Scheduling and Stock Requirements is determined
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Set here different messages to appear on customer statements depending on the current or overdue status of the account.
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by Preferences<LinkId=233> .
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A maximum of 8 different messages can be set.
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The message that will automatically appear on a statement is based on the invoice that is outstanding for the
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longest period.
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General
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Group POS Deposits (Cash Sales) - If using POS this selection will group all cash receipts into a single Deposit
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Auto Select Deposits - Select if you wish to speed up deposits by entering the total and letting ERP match
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the deposit lines automatically
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Auto Cheque Numbers - Select to allow ERP to automatically select the next cheque number.  The cheque
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number can be manually overridden
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Cheque and Payments add to EFT by default - Select if you make the majority of payments by EFT. Selection can
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be overridden on individual transactions
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Accounts Receivable - Group Jobs with Customer - If using Jobs, this selection will group jobs with the appropriate
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customer on your accounts receivable report
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Deposit Account
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Select here the default account to appear on deposits - can be overridden on individual transactions
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Cheque Account
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Select here the default account to appear on cheques - can be overridden on individual transactions
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Revision as of 14:49, 29 June 2011

Preferences

Have you set the company preferences for Manufacturing?

A manufactured product is one that is made up of a number of inventory and noninventory items. The manufacturing module allows you to manage the manufacturing process including raw materials, processes, resources and scheduling.

Steps to Manufacturing

Create Process Steps<LinkId=65> Create Resources<LinkId=280> Create the Products<LinkId=5> that will be used in the manufactured Item Create a Sales Order for the manufactured item Schedule Production via Capacity Planning<LinkId=68> Process each of the production steps to completion of the product

Manufacturing Preferences

The way manufacturing handles Production Planning, Auto Scheduling and Stock Requirements is determined by Preferences<LinkId=233> .

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