Infor Service Management Back Office User Guide

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Finance
Financial Reporting Tool
About Accounting Periods
Maintaining Accounting Periods
About Journal Entries
Accounting References and Distribution Journal Entries
Generating the GST Input Tax Credit Report
Generating the PST Input Tax Credit Report
Running the Product Sales Analysis Report
Running the Account Balances Report
Viewing A/L Posted Transactions
Viewing A/L Posted Transactions Account Summaries
Multi-Site A/L Posted Transactions
Calculating Exchange Rate Gains and Losses
Running the Cash Impact Report
Using Landed Costs with the Cash Impact Report
Formatting Account Numbers
Changing Account Number Format
Distributing Expenses Among Accounts
Setting Up Commodity Codes
Setting Payroll Interface Parameters
Processing Payroll for a Partner
Exporting SRO Transactions to an External Payroll System
Payroll Export File Format
Uploading Journal Information from an External Payroll System
Payroll Journal Upload File Format
Adding a Quote Section
About Analytical Accounting
Analytical Ledger Setup
About Realized and Unrealized Gains and Losses
Setting Up Information for the EC Sales List Report
Generating the EC Sales List Report
Financial Statements
Creating Your Financial Statement
About Dates in Financial Statements
General Ledger
General Ledger Overview
General Ledger Setup
General Ledger Steps
Setting Up Accounting Periods
Setting Up the Chart of Accounts
Setting Up Beginning Account Balances
Creating a User-Defined Journal
Deleting a User-Defined Journal
Posting a Journal
Validating Journal Transaction
Printing Journal Transactions
Creating and Posting Recurring Journal Entries
Creating Auto-Reversing Transactions
Creating Financial Statements with Statistical Information
Creating Journal Entries
Creating Statistical Accounts
Compressing Journal Transactions
Performing a Mass Journal Post
Running the Journal Transaction Report
Compressing General Ledger Transactions
Entering Distributions to a G/L Account
Manually Entering Distributions to a G/L Account
Journal Selection
Purging a Journal
Setting Up Bank Codes
Setting Up Bank Addresses
Closing the Year for General Ledger
Example: G/L Year End Closing
Posting to the A/R Distribution Journal
Running the Bank Reconciliation Report
Running the Journal Control Number Report
Posting to the A/P Distribution Journal
Accounting References and Distribution Journal Entries
Viewing Journal Account Summaries
Viewing Accounting Period Control Number Sequences
End User Type Accounting
Running the General Ledger Report
Running the General Ledger Worksheet Report
Viewing G/L Posted Transactions
Viewing G/L Posted Transactions Account Summaries
Deleting a Ledger Transaction
Running the Ledger Control Number Report
Setting Up Period Sorting Methods
Viewing Posted A/P Transactions
Viewing Posted A/R Transactions
Viewing Details for a Posted A/P Voucher Pre-Register Transaction
Viewing Posted Transactions
Recalculating Journal Balances
Consolidation Overview
Setting Up a Consolidation Reporting Structure
Setting or Changing the Reports To Entity
Consolidating Ledger Records
Reconsolidating Ledger Records
Rebuilding An Entity Database
Uploading Journal Information from an External Payroll System
Rebalancing Ledger Period Totals
Posting to General Ledger - Actual Costing
Posting to General Ledger - Standard Costing
FASB 52 Overview
Copying Ledger Balances into Budgets/Plans
Creating and Copying G/L Account Numbers
Gathering Statistical Information
Year End Procedures Overview
Extended Analysis with Dimensions and Attributes
Specifying Dimensions and Attributes for G/L Accounts
Defining Ledger Dimensions
Quick Configuration - Dimension Analysis Attributes
Regular Configuration - Dimension Analysis Attributes
Journal References
Accounts Payable Ledger Distribution Journal References
Accounts Receivable Ledger Distribution Journal References
Banking Distribution References
Fixed Assets Ledger Distribution Journal References
General Journal/User-Defined Journal References
General Ledger References
Inventory Ledger Distribution Journal References
Multi-Site References
Purchasing Ledger Distribution Journal References
Payroll Ledger Distribution Journal References
Project Control Ledger Distribution Journal References
Work Center Ledger Distribution Journal References
Accounting
About Accounts
Creating and Maintaining Budgets and Plans
Manually Entering a Budget
Creating a Base Value for Budgeted Amounts
Creating a Base Value for Planned Amounts
Setting Up Accounts
Changing the Reports-To Financial Entity
Copying Charts in A Multi-Site Environment
Accounts Receivable (A/R)
A/R Payments
Accepting Customer Payments in the Euro Currency
Adjusting a Payment
Distributing an A/R Payment Adjustment
Posting an A/R Payment Adjustment
Creating Open Payments for a Customer
Entering Customer Payments
Entering Multiple Invoices for A/R Payments
Distributing Customer Payments
Distributing Customer Payments Automatically
Distributing Customer Payments Manually
Finance Charges
Calculating A/R Finance Charges
Example 1: Multi-Site A/R Finance Charge Generation
Example 2: Multi-Site A/R Finance Charge Generation
Example 3: Multi-Site A/R Finance Charge Generation
Entering Finance Charges Manually
Generating Finance Charges
Posting Finance Charges
EXAMPLE 1
EXAMPLE 2
EXAMPLE 3
Posting A/R Draft Payments
About A/R Payment Posting
Posting A/R Payments
Example: Multi-Site Payment Posting
Reversing a Posted A/R Payment
Purging Drafts
Purging Invoice History
Quick Payment Application
Creating Open Payments Using A/R Quick Payment Application
Entering Customer Payments Using A/R Quick Payment Application
Examples: Using A/R Quick Payment Application
Reapplying Open Payments and Credits Using A/R Quick Payment Application
Entering an A/R Payment to be Reapplied
Selecting an A/R Payment to be Reapplied
Reapplying Open Payments and Credits for Customers
Reapplying Open Payments or Credits Against Multiple Invoices
Running the Accounts Receivable Aging Report
Running the A/R Payment Transactions Report
Accounts Receivable Steps
Setting A/R Parameters
About A/R Posting
Accounts Receivable "Use Tax" Support
Activating and Deactivating A/R Posted Transactions
About Customer Letters of Credit
Creating a Customer Letter of Credit
Generating Finance Charges
Recording A/R Draft Remittances
Running the Accounts Receivable Aging Report
Running the A/R Invoice Credit Debit Memo Report
Updating A/R Balance History
Clearing Offsetting Open Items in Accounts Receivable
Reapplying an Open Debit or Credit to One Invoice
Reapplying an Open Credit to More than One Invoice
Reapplying an Open Payment Transaction
Closing the Year for Accounts Receivable
Quick Customer Creation
Rebalancing Customer Balances
What Happens During Rebalancing
Running the Customer Statements Report
Example: Multi-Site Customer Statements
Running the Draft Aging Report
Running the Draft Transaction Report
Running the EC VAT Report
Running the GST Invoiced Report
GST Invoiced Report Overview
Running the PST Invoiced Report
Running the SSD Transaction Listing Report
Running the Tax Invoiced (Parametric) Report
Running the Taxable Revenue Report
Running the Sales Tax Report
Running the Tax Receivable Report
About Tax Records
Running the Letter of Credit by Customer Report
Using the EC SSDs Form
Using the Currency Revaluation Utility
Viewing A/R Posted Transactions Details
Viewing A/R Posted Transaction Summaries
Deleting A/R Posted Transactions
Cancelling Drafts
Invoice to Debit/Credit Memo Association
Invoice, Credit, or Debit Memo
Entering Invoices, Debits, and Credits for a Customer
Entering Invoice, Debit, and Credit Memo Sequences
Invoice, Debit and Credit Memo Sequences Example
Posting Invoices, Debit Memos, and Credit Memos
Running the Invoice Transaction Report
Running the Invoice Register Report
Voiding Unused Invoice Numbers
Voiding Invoices
Vouchers
Activating Voucher Authorization
Authorizing Vouchers
Consolidated Vouchers
Creating Recurring Vouchers
Creating Vouchers or Adjustments Automatically
Creating Vouchers or Adjustments Manually
Creating a Voucher Pre-Register
Deleting Voucher Pre-Registers
Distributing Voucher Pre-Registers
Generating Landed Cost Vouchers
Example: Landed Cost Actual Costing
Example: Landed Cost Standard Costing
Generating Recurring Vouchers
Posting Vouchers
What Happens During Voucher Posting
Printing and Posting Vouchers
Purging Voucher History
Running the Voucher Authorization Report
Running the Voucher Pre-Register Report
Running the Voucher Register by Account Report
Running the Voucher Transaction Report
Running the Voucher Register Report
Running the Vouchers Payable Report
Voucher Pre-Register Overview
Running the Landed Cost Variance Report
Accounts Payable (A/P)
A/P Payments
Distributing Vendor Payments Manually
Generating Automatic Payments
Maintaining A/P Payments
Paying Finance Charges
Posting A/P Wire Transactions
Reversing an A/P Wire Payment
Bank Reconciliation Preparation
Preparing a Bank Reconciliation
Preparing a Bank Reconciliation Using Transfer VAT
Viewing Bank Deposit Records
Using the Bank Deposit Generation Utility
Printing and Posting A/P Checks
About Printing and Posting A/P Checks
Updating Draft Remittance
Printing and Posting Remitted Drafts
Using A/P Quick Payment Application to Reapply Open Payments
Running the A/P Payment Transaction Report
Generating A/P Payments for Vouchers on One Check Run
Running the Cash Requirements Report
Using A/P Quick Payment Application to Enter and Apply Full and Partial Payments
Using the A/P Quick Payment Application to Enter and Distribute an Open Payment
Examples: A/P Quick Payment Application
Voiding Posted Checks Using the A/P Payments Form
Voiding a Check Using the Void A/P Posted Payments Utility
Voiding Posted Drafts Using the A/P Payments Form
Voiding Drafts Using the Void Posted Draft Payment Utility
Accounts Payable Setup
Accounts Payable Steps
Setting Up Accounts Payable Parameters
Generating the Accounts Payable Aging Report
Creating a Debit Memo for an A/P Transaction
Deleting A/P Posted Transactions
Electronic Funds Transfer Output Files
ABAFILE EFT Output
ALLEFT EFT Output Format
BBMEFT EFT Output Format
NACHA EFT Output Format
Paying for Purchases with a Credit Card
Posting Electronic Funds Transfer Transactions
Distributing Vouchers and Adjustments
Automatically Distributing Invoices and Adjustments
Manually Distributing Vouchers and Adjustments
Distributing Recurring Vouchers Automatically
Distributing Recurring Vouchers Manually
A/P Voucher Information
Linking a Distribution to a Project
Adding Tax Information to a Distribution
About the Tax Payable Report
Running the Tax Payable Report
About the Tax Vouchered Report
Running the Tax Vouchered (Parametric) Report
Using the Activate/Deactivate Posted Transactions Utility
Using the A/P Check Writer Workbench
Viewing A/P Posted Transactions Details
Viewing A/P Posted Transactions Summaries
Printing 1099 Forms
Consolidated Remit To
Example: Multi-Site A/P Check Printing/Posting
Account Unit Codes
About Unit Code Reporting
Rules Governing Reporting Units
Running the Unit Code Where Used Report
Fixed Assets
About Fixed Assets
About Depreciation
Depreciation Calculations
About Partial Depreciation
Fixed Asset Steps
Creating a Fixed Assets Record
Setting Up Fixed Asset Parameters
Converting Inventory into a Fixed Asset
Defining Custom Depreciation Tables
Generating a Depreciation Schedule
Disposing Fixed Assets
Maintaining Fixed Asset Costs
Posting Depreciation to the General Ledger
Setting Up Fixed Asset Class Codes
Transferring Fixed Assets
Using the Fixed Asset Report
Running the Fixed Asset Transfer Report
Running the Fixed Asset Quarterly Cost Incurred Report
Glossary
Analytical Accounting
Analytical Ledger (A/L)
Base Unit of Measure
Discounted Draft
Draft
Draft Due Date
First In, First Out (FIFO)
Hierarchy
Journal References
Last In, First Out (LIFO)
Obsolete
Part of Euro
Slow-Moving
Stored Procedure
Value Added Tax (VAT)
Human Resources
Service Commissions Overview
Commissions Reimbursement
Tax and Pre-Register Reimbursement Support
Adding Certification/License Codes
Adding Skills
Integrations
Setting Integration Parameters
Working with IDM Report Templates
Distribution SX.e
Retrieving Item Availability in Distribution SX.e
Processing BOD errors
Using the SX.e Catalog/Non-Stock Query Form
Using the Invoice Exception Center
Working with Item Interchange References
Inventory
Setting Up Inventory Parameters
Example: Expand Serial Numbers
About Changing an Item's Cost Method - Actual
About Changing an Item's Cost Method - Standard
Receipt of Consumable Items
Costing Overview
Changing Item Prices
Auditing
Setting Up an Event Audit Log
Defining Lead Time for Planning
Costing Items
About Costing Types
About Changing an Item's Cost Method - Actual
About Changing an Item's Cost Method - Standard
About Standard Costing
About the Average Costing Method
About the FIFO Costing Method
About the LIFO Costing Method
About the Specific Costing Method
About Item Costs
About Unit Costs
Changing Item Cost Records for Items with a LIFO/FIFO Cost Method
Costing Examples
Examples: Average Costing
Example: Entity 1 Site A to Entity 2 Site C, Cost and Profit Markup
Example: Entity 1 Site A to Entity 3 Site D, Profit and Freight Cost Markup, Different Currency
Example: Entity 2 Site C to Entity 1 Site a, Profit and Freight Cost Markup
Example: Entity to Entity, Different Cost
Example: Entity to Entity, Different Cost, FOB Equals to Site
Example: Entity to Entity, Price Greater Than Cost
Example: Entity to Entity, Price Greater Than Cost, FOB Equals to Site
Example: Entity to Entity, Same Cost
Example: Entity to Entity, Same Cost, FOB Equals to Site
Example: Site A Actual Cost to Site B Standard Cost, Freight, Cost Markup
Example: Site A Standard Cost to Site B Actual Cost, Freight, Cost Markup
Example: Site A Standard Cost to Site B Standard Cost, Freight, Cost Markup
Example: Site to Site, Different Cost
Example: Site to Site, Different Cost, FOB Equals to Site
Example: Site to Site, Same Cost
Example: Site to Site, Same Cost, FOB Equals to Site
Example: Landed Cost Standard Costing
Posting Costs
About Posting - Average Cost Method
About Posting - LIFO and FIFO Cost Methods
About Posting - Standard Cost Method
About Posting - Summary
Setting Up Costing
Average Costing Setup
Costing Setup
Standard Costing Setup
LIFO and FIFO Costing Setup
Specific Costing Setup
Adding an Item Purchase Cost Record
About Updating Costs
Tracking Item Costs
Initializing an Item
Importing Item Purchase Costs from a Spreadsheet
Exporting Item Purchase Costs to a Spreadsheet
About the FIFO Costing Method
Inventory Control Overview
About the LIFO Costing Method
Maintaining Item Lots and Locations
Updating the Unit Cost of a Costed Item
Managing Inventory
About Obsolete and Slow-Moving Inventory
About Unit of Measure
Creating an Inventory Item
About Warehouses
Maintaining Warehouses
Copying Items
Adding Supplemental Items to a Contract
Copying Transfer Orders
Maintaining Items with Multiple Versions
Adding a New Lot
Adjusting Item Quantities
Quantity Adjustment Accounting Considerations
Moving Items
Purging Physical Inventory Records
Purging Transfer Orders
Reserving an Item
Reserving and Unreserving Inventory for a Group
Viewing Time Phased Inventory Status
About Standard Repair Times
Manually Adding Standard Repair Time Codes
Multi-Site Items Overview
Performing a Bulk Transfer Between Warehouses
About Global Items
Adding a Multi-Site (Global) Item
Maintaining Kit Components
Tracking the Availability of Kit Components
Creating a SRO to Assemble a Kit
Maintaining Lot Kit Components
Differences Between Cycle Counts and Physical Inventories
About Cycle Counting
Posting Inventory Quantities
Cycle Counting Steps
Defining the Cycle Count Setup
Generating Cycle Count Sheets
Creating Cycle Count Quantities
Entering Count Quantities
Posting Count Quantities
Running Physical Inventory Count Posting
Running the Cycle Count Sheet Report
Running the Cycle Count Variance Report
Purging Cycle Counts
About Physical Inventory
Physical Inventory Steps
Setting Tag and Sheet Controls
Example: End Tag Number
Printing Inventory Sheets
Printing Inventory Tags
Determining the Beginning and Ending Tag/Sheet Numbers
About Item Stockroom Locations
Creating an Item/Warehouse Record
Creating Item Stockroom Locations
Creating a Mass Item Stockroom Location Record
Recording a Transfer Order Loss
Example: Multi-Warehouse Functionality
Deleting Item Stockroom Locations
Creating Lot Tracked Inventory Items
Maintaining Supplemental Items
Creating Units of Measure
Creating Unit of Measure Conversion Records
Deleting Units of Measure
Displaying Item Availability
Inventory Control Overview
Inventory Control Steps
Displaying Inventory Available for Rent
Managing Obsolete and Slow-Moving Inventory
Posting Inventory Quantities
Exception Records
Product Codes Overview
Setting Up Product Codes
Approving Physical Inventories
Creating Item Warehouse Cycle Counting Fields
Setting a Default Warehouse
Changing the Material Status for an Item
Changing the Status of a Transfer Line
Freezing/Unfreezing Inventory
Exchanging Inventory
Viewing SX.e remanufactured item information
Inventory Reports
Running the Inventory Below Safety Stock Report
Running the Inventory Cost Report
Running the Item by Location Report
Running the Item Not Used Report
Running the Item Quantities by ABC Code Report
Running the Item Serial Number History Report
Running the Item Where Used Report
Running the Lot Traceability Report
Running the Material Transactions Report
Running the Physical Inventory Report
Running the Inventory Pre-Adjustment Report
Running the Recent Purchases Report
Running the Reprint Transfer Packing Slip Report
Running the Total Inventory by Account Report
Running the Available Inventory Reserve Report
Running the Inventory Balance Report
Running the Transactions by Serial Number Report
Adding a Distribution Account
Adding a New Location
Shipping and Receiving a Transfer Order Line
Multi-Site Overview
Example: Site Groups
About Multi-Site Transfer Order Costing
About Physical Inventory
Copying Current Cost to Standard Cost
Maintaining Item Pricing
SPA Pricing Overview
About the Specific Costing Method
About Standard Costing
Running the Item by Customer Sales Analysis Report
About Transfer Order Costing
Example: Warehouse to Warehouse, Different Cost
Example: Warehouse to Warehouse, Same Cost
Running the ABC Analysis Report
About Unit Costs
About Unit of Measure
Deleting Serials
Creating a SRO to Assemble a Kit
Loading Item Records into the Physical Inventory File
Issuing a Miscellaneous Transaction
Receiving a Miscellaneous Transaction
Specifying Warehouse Data for a Cross Reference
Warehouse Replenishment Planning Overview
Translating Item Descriptions
Deleting Material Transactions
Forecasting and Material Planner Workbench
Material Planner Workbench Overview
About Replenishment Orders
Reviewing, Modifying, and Generating Replenishment Orders
Generating Data for the Material Planner Workbench
Setting Options to Firm Purchase Orders
Firming Planned Orders Through the Material Planner Workbench
Forecasting Overview
Setting Forecasting Parameters
Creating a Forecast
Maintaining Labor Forecasts
Maintaining Material Forecasts
Working with Planned Orders
Firming Planned Orders
Firming Planned Orders Through the Material Planner Workbench
Working with Transfer Orders
Transfer Orders Overview
Transfer Orders Steps
Setting Transfer Order Parameters
About Transfer Order Costing
Creating a Transfer Order Header
Manually Shipping a Transfer Order
Shipping a Transfer Order with the Transfer Order Ship Pick List
Shipping a Transfer Order with the Combined Transfer Order Ship/Receive Form
Receiving a Transfer Order
Manually Receiving a Transfer Order
Using the Transfer Order Receiving List Report to Receive a Transfer Order
Running the Transfer Order Status Report
Printing the Transfer Ship Packing Slip
About Currency Conversions for Transfer Orders
Cross-Referencing a Transfer Order to a Purchase Order
Cross-Referencing a Transfer Order to a PO Requisition
Creating Transfer Order Line Items
Calculating Unit Price for Inter-Entity Transfer Orders
Multi-Currency Calculations
About Push/Pull Transactions
Using Multi-Site Transfer Orders
About Multi-Site Transfer Order Costing
About Multi-Site Transfer Order Lot Tracking
About Multi-Site Transfer Order Receiving
About Multi-Site Transfer Order Serial Number Tracking
Multi-Site Transfer Orders Information
Portal
Setting Portal Parameters
Setting Up Portal Users
Purchasing
Purchasing Overview
Adding New Serial Numbers
Selecting Existing Serial Numbers
Setting Up Serial Number Processing
RFQ
Setting RFQ Parameters
Adding a New Line Item for a RFQ
Adding Vendor Information for RFQ
Generating RFQs from Inventory
Generating RFQs from Requisitions
Adding a Request for Quote
Selecting the Method for RFQ Line Generation
Generating a Report Grouping RFQs by Vendor
Setting Up Templates for RFQ Vendors
Selecting the Vendor for a RFQ
Sales
Adding a Cost Markup
Obtaining the Item Price List
Viewing the History of Quick Order Payment Transactions
Accepting a Quick Order Payment
Sales Orders
Setting Sales Order Parameters
Processing a Sales Order
Creating a Sales Order
Copying A Sales Order
Generating a Sales Order Pick List
Shipping Items for a Sales Order
Running the Sales Order Estimate Report
Running the Sales Order Margin Analysis Report
Running the Sales Order Status Report
Running the To Be Shipped Report
Reserving Inventory for a Sales Order
Shipping Items for a Sales Order
CRM Module
Customer Relationship Management Overview
Quick Opportunity Creation
Adding an Activity
Adding a New Campaign
Additional Ways to Use the Campaigns Form
Adding a New Company
Adding a New Competitor
Adding a Contact
Adding a Sales Lead
Adding an Opportunity
Adding a New Opportunity Stage
Copying an Opportunity to Create a New Opportunity
Creating CRM Opportunities for Expiring Warranties
Creating CRM Opportunities for Contract Renewals
Creating CRM Opportunities for Ending Contracts
Converting a Lead to a Company
Converting a Lead to a Contact
Converting a Lead to an Opportunity
Converting an Opportunity to a Service Order
Converting an Opportunity to a Sales Order
Converting an Opportunity to a Contract
Setting Up a Quote Template
Creating a Quote for an Opportunity or Service Order
Creating a Quote Revision
Reusing a Quote Revision
Merging Contacts
Logging Interactions
Deleting Interactions
Customers Module
Setting up New Customers
Creating a New Customer
About Adding Multi-Site Customers
Adding a Multi-Site Customer
Maintaining Customer Types
European Community (EC) Supplemental Information
Setting Up Ship To Customers
Customer Number Reassignment
Setting Up Billing Terms
Advanced Terms Algorithm
Performing a Mass Customer Update
Mass Update of Customer Related Data
Adding a Discount
Setting Up End User Types
Example: End User Type Unit Code 3
Deactivating a Customer Ship To
Maintaining Ship Via Codes
Moving Local Customers
How Existing Customer Sequence Numbers Affect the Move Local Customers Utility
Setting Customer Shipping Accounts
Setting Up Customer Product Code Pricing
Associating a SIC Code With a Customer
Maintaining Customer SRO Rates
Adding a Customer/SRO Type
Logging Interactions
Deleting Interactions
European Community (EC) Supplemental Information
Unit Pricing
Calculating Unit Price for Sales Orders and Service Orders
Setting Up Price Codes
Setting Up Price Formulas
Setting Up a Price Matrix
Managing Customer Orders
About Invoice Addresses
Calculating Unit Price for Sales Orders and Service Orders
Invoice Number Prefix and Reservation
Invoice Credit, Purge, and Reverse Utility Overview
Reversing the Changes Made by an Invoice
About Reserving Inventory for an Order
Pegging Demands to Supplies
Cross-Referencing Demands to Supplies
Processing Commissions
Commissions Overview
Maintaining Commissions
Setting Up Commission Information
Changing the Status of a Commission
Adding a Commission Value for a Salesperson
SPA Pricing
SPA Pricing Overview
SPA Pricing Glossary
Setting Item Pricing for a Special Pricing Agreement
Setting Product Code Pricing for a Special Pricing Agreement
Running the SPA Inventory Report
Using Credit Hold
Using Credit Hold
About Credit Hold
Manually Placing a Sales Order on Credit Hold
Manually Placing a Service Order on Credit Hold
Manually Placing a Customer on Credit Hold
Removing a Customer from Credit Hold
Removing an Order from Credit Hold
Updating Credit Field Authorization
Using the Order Credit Hold Change Utility
Using Customer Cross-References
Creating a Customer Item Cross Reference
Customer Item Pricing Setup
Setting Up the Pricing for Customer Items
Setting Up Price Breaks
Using Letters of Credit
Creating a Customer Letter of Credit
Linking a Customer LCR to Customers
Package Tracking
Package Tracking Overview
Tracking a Package
Salespersons
Maintaining Salesperson
Running the Sales Commission by Salesperson Report
Distributing Salesperson
Adding a Commission Value for a Salesperson
Setting Up Commission Table Labels
Salesperson Workbench Overview
Vendors
Converting Vendor Records to the Euro
Credit Card Vendor Payment
Shipping Items to a Vendor
Running the Vendor Communications Log Report
Running the Letters of Credit by Vendor Report
Cross Referencing an Item to a Vendor
Running the Outstanding Vendor Returns Report
Generating a Vendor Packing Slip
Creating a Vendor Packing Slip Header
Setting Up a Vendor Document Profile
Logging Interactions
Deleting Interactions
Replying to an Incoming Message from the Portal
Creating an Interaction Topic
Printing the Vendor Packing Slip Report
Purchase Orders
Working with Regular POs
Adding a Purchase Order Header
Setting Up Additional Information on the Purchase Orders Form
Adding a Regular Purchase Order Line
Deleting Regular Purchase Order Lines
Working with Blanket POs
Adding a Blanket Purchase Order Line
Adding a Blanket Purchase Order Release
Deleting Purchase Order Blanket Lines
Working with PO Requisitions
Adding a Purchase Order Requisition Line
About Landed Costs
Allocating Landed Costs
Manually Updating Allocated Amounts
Setting Up Estimated Landed Costs
Allocation Types and Calculations
Allocation Methods and Calculations
Example: Landed Cost Actual Costing
Example: Landed Cost Standard Costing
Changing PO Status
Changing a Purchase Order Header Status
Changing the Status of Multiple Purchase Order Headers
Changing a Purchase Order Line/Release Status
Changing the Status of Multiple PO Line/Releases
Changing the Status of a PO Line Requisition
Making Changes to Ordered PO Lines
Purchasing Overview
Purchasing Steps
Setting Up Purchasing Parameters
About Purchase Order Receiving
Receiving a Purchase Order
Adding a Purchase Order to the Receiving List
Adding Additional Lines to a Purchase Order
Copying Purchase Orders
Creating and Approving a Purchase Order Requisition
Creating a PO Requisition through a Cross Reference
Manually Creating a PO Requisition
Converting PO Requisition Lines to Purchase Orders
Receiving Cross-Referenced Items
Deleting a Single Purchase Order
Returning Material After Receiving a Purchase Order (with a Vouchered PO Line)
Returning Material After Receiving a Purchase Order (with a Non-Vouchered PO Line)
Reversing a Voucher Generated from Purchasing
Creating Change Orders
Creating a Drop Ship Address
Changing Warehouse References on Line/Releases
Generating a PO Receiving List
Generating a List of Past Due Purchase Orders
Maintaining PO Change Orders
Resetting PO Accumulative Totals
Updating PO Accumulative Totals
Translating Values for a Purchase Order
Handling PO Receipts and Returns for Serial Tracked Items
Running the Purchase Order Report
Running the PO Funds Committed Report
Running the PO Requisition Report
Running the PO Voucher Register by Account Report
Running the Purchase Order History by Vendor Report
Running the Purchase Order Status Report
Running the Purchase Order Variance by Item Report
Running the Purchase Requirements Report
Running the Requisition/PO Comparison Report
Deleting Multiple Purchase Orders
Goods Receiving Notes
Goods Receiving Notes Overview
Creating a Goods Receiving Note
Generating GRN Line Records
Creating GRN Lines
Changing the Status of a GRN
Letters of Credit
Creating a Vendor Letter of Credit
Linking a Vendor LCR to Vendors and Purchase Orders
Vendor Information
Adding a Multi-Site Vendor
About Adding a Multi-Site Vendor
Adding a Vendor Category
Entering a Vendor Record
Logging Vendor Communications
Using Vendor Payment Hold
Alternate Vendor Addresses Overview
Adding an Alternate Address for a Vendor
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