Contact File Dump
A new menu item called ‘Contact File Dump’ has been created within the Toolbox menu. Upon selecting, the below window will open, users are then able to select which Contact information Continue ReadingContact File Dump
Author Archives: Janelle Lodge
Printer Selection Box
Across the ACR system, the Printer Selection box has been updated to open into the Windows ‘Save As’ screen when outputting a file to Disk or PDF (where option available). Continue ReadingPrinter Selection Box
Standard Invoicing > Options Menu > Check Electronic Orders
A new function called ‘Check Electronic Orders’ has been added to the Options Menu within the Standard Invoice Entry screen. This function only becomes available with a blank invoice and Continue ReadingStandard Invoicing > Options Menu > Check Electronic Orders
Wrapper Configuration > Default Automation
A new configuration called ‘Default Automation’ has been created within Wrapper Configuration. This is to support the setting of the ‘User Group Authorisation’ field applied to Default Automation Maintenance.
Default Automation Maintenance
A new system has been created, which will provide a means to run programs in a scheduled & automated fashion, without requiring user intervention after initial setup. This system is Continue ReadingDefault Automation Maintenance
Internal Order Creation
A new ordering program has been created for generating Internal Orders. The new program is based on a min / max ordering model, similar to the ordering available in the Continue ReadingInternal Order Creation
Debtor Configuration > Auto Change Debtor Date
A new option called ‘Per Trading Schedule’ within the Auto Change Debtor Date Configuration has been added. This new option works with the new menu item Trading Schedule Maintenance allowing Continue ReadingDebtor Configuration > Auto Change Debtor Date
Task Controller Configuration > Creditor F/Up
Support for the new Creditor Follow Up function has been created within the Task Controller Configuration allowing sites to set the required reminder options for specified User groups.
Creditor Enquiry > Follow Up
Similar to Debtor Follow up, the Creditor Enquiry screen now has the ‘Follow Up’ function allowing users to enter details regarding contact with the creditor. Conversation notes can be logged Continue ReadingCreditor Enquiry > Follow Up
Customer Alternate Search Key
A new Alternate Search Key can now be set to the Customers Phone Number/Mobile Number to assist Users when searching for a Customer in Customer Maintenance, Short Term Debtor Maintenance Continue ReadingCustomer Alternate Search Key