Adjutant Wiki - User contributions [en]

Can I set up a multi-level approval?

2013-09-05T19:19:48Z

Hmontgomery: /* Can I set up a multi-level approval? */

===Can I set up a multi-level approval?===

===A.=== Yes. Set up the same approval for each user/level, and assign an order for each of the approvals using the order field in the lower right hand corner. In other words, All of the fields for the approval will be the same (Customer, document, type, process, max/min) except the 'Approved By' and the 'Order'. The Order field determines the order of the approvals.

[[Category:Approval Management]]

===For Example:===

In the example below, all sales orders above $10,000 for ABC Test Company will need to be approved by 'Hunter' and then by 'Greg' before they are approved for printing.

[[File:Appset.png |1100px ]]

Can I set up a multi-level approval?

2013-09-05T19:18:46Z

Hmontgomery: /* For Example: */

===Can I set up a multi-level approval?===

A. Yes. Set up the same approval for each user/level, and assign an order for each of the approvals using the order field in the lower right hand corner. In other words, All of the fields for the approval will be the same (Customer, document, type, process, max/min) except the 'Approved By' and the 'Order'. The Order field determines the order of the approvals.

===For Example:===

In the example below, all sales orders above $10,000 for ABC Test Company will need to be approved by 'Hunter' and then by 'Greg' before they are approved for printing.

[[File:Appset.png |1100px ]]

Can I set up a multi-level approval?

2013-09-05T19:18:37Z

Hmontgomery: /* For Example: */

Can I set up a multi-level approval?

2013-09-05T19:18:29Z

Hmontgomery: /* For Example: */

File:Appset.png

2013-09-05T19:17:52Z

Hmontgomery: Hmontgomery uploaded a new version of "File:Appset.png"

File:Appset.png

2013-09-05T19:16:57Z

Hmontgomery: Hmontgomery uploaded a new version of "File:Appset.png"

Can I set up a multi-level approval?

2013-09-05T19:16:00Z

Hmontgomery: Created page with "===Can I set up a multi-level approval?=== A. Yes. Set up the same approval for each user/level, and assign an order for each of the approvals using the order field in the lo..."

File:Appset.png

2013-09-05T19:14:26Z

Hmontgomery:

Q: How can I change the qty or price on an order that has been invoiced?

2013-08-29T19:10:59Z

Hmontgomery: /* Steps= */

==Q: How can I change the qty or price on an order that has been invoiced?==

==Steps===

'''1.''' Open the invoice associated with the sales order

'''2.''' Void the invoice by clicking the Red 'Delete' button on the right side of the screen (Red 'X' symbol). This will unbill and unship the sales order.

'''3.''' Open the original sales order and make specified changes to quantity, items, or pricing.

'''4.''' Once changes have been made, re-ship/invoice the sales order.

* *This action is only available for invoices which have not been paid*

[[Category:Order Entry]]

Q: How can I change the qty or price on an order that has been invoiced?

2013-08-29T19:10:33Z

Hmontgomery: /* Steps= */

==Q: How can I change the qty or price on an order that has been invoiced?==

==Steps===

'''1.''' Open the invoice associated with the sales order

'''2.''' Void the invoice by clicking the Red 'Delete' button on the right side of the screen (Red 'X' symbol). This will unbill and unship the sales order.

'''3.''' Open the original sales order and make specified changes to quantity, items, or pricing.

'''4.''' Once changes have been made, re-ship/invoice the sales order.

*NOTE* This action is only available for invoices which have not been paid

[[Category:Order Entry]]

Q: How can I change the qty or price on an order that has been invoiced?

2013-08-29T19:07:55Z

Hmontgomery:

Q: How can I change the qty or price on an order that has been invoiced?

2013-08-29T18:55:59Z

Hmontgomery: Created page with "==Q: How can I change the qty or price on an order that has been invoiced?== Category:Order Entry"

==Q: How can I change the qty or price on an order that has been invoiced?==

[[Category:Order Entry]]

Q: Will the system allow me to create a duplicate contact?

2013-08-26T20:38:24Z

Hmontgomery:

===Q: Will the system allow me to create a duplicate contact?===

===A: If a user creates a contact (associated to the ''same'' company) as an existing contact, the system will warn the user with a message that reads "Possible Duplicate Entry! Save Anyway?"===
If the user wants to create a duplicate, they can do so (not recommended).

[[File:duplicate_contact.png]]

[[Category:Address Book]]
[[Category:Organizations]]
[[Category:Contacts]]

Q: Why are some of the field headings on the screen blue?

2013-08-26T20:38:15Z

Hmontgomery:

===Q: Why are some of the field headings on the screen blue?===

===A: If a field heading is blue, this means the field is hyperlinked, and can be "drilled into" by double clicking. Drilling down into a field will open a new screen or window with that particular entity or information/web content on that entity.===

[[Category:Address Book]]
[[Category:Organizations]]
[[Category:Contacts]]

Q: What is a Distribution List?

2013-08-26T20:38:05Z

Hmontgomery:

===Q: What is a Distribution List?===

===A: A distribution list is a customized list of Adjutant contacts that can be used for emailing or sending alerts in Adjutant.===

For more information, visit [http://www.abiscorp.com/AdjWiki/ADDDISTLIST.ashx Distribution List Wiki]

[[Category:Address Book]]
[[Category:Contacts]]

Q: Is there a way I can import a list of Contacts into Adjutant?

2013-08-26T20:37:45Z

Hmontgomery:

===Q: Is there a way I can import a list of Contacts into Adjutant?===

===A: To import a list of contacts into Adjutant, use the Contact Importer (Transaction-->Importers and Exporters-->Address Book-->Contact Import)===

For more information on Contact Import, visit [http://www.abiscorp.com/AdjWiki/IMPORTCONTACT.ashx Contact Import Wiki]

[[Category:Address Book]]
[[Category:Contacts]]

Q: How do I search for a Contact?

2013-08-26T20:37:36Z

Hmontgomery:

===Q: How do I search for a Contact?===

===A: By clicking the 'Find" tab on the Contacts screen.===

[[Category:Address Book]]

[[Category:Contacts]]

Q: How do I search for a Contact?

2013-08-26T20:37:23Z

Hmontgomery:

===Q:=== How do I search for a Contact?

===A:=== By clicking the 'Find" tab on the Contacts screen.

[[Category:Address Book]]

[[Category:Contacts]]

Q: How do I search for a Contact?

2013-08-26T20:37:14Z

Hmontgomery:

===Q:=== How do I search for a Contact?

===A:=== By clicking the 'Find" tab on the Contacts screen.
[[Category:Address Book]]

[[Category:Contacts]]

Q: How do I search for a Contact?

2013-08-26T20:36:51Z

Hmontgomery:

=== Q: === How do I search for a Contact?

=== A: === By clicking the 'Find" tab on the Contacts screen.
[[Category:Address Book]]

[[Category:Contacts]]

Q: How do I search for a Contact?

2013-08-26T20:36:41Z

Hmontgomery:

===Q:=== How do I search for a Contact?

===A:=== By clicking the 'Find" tab on the Contacts screen.
[[Category:Address Book]]

[[Category:Contacts]]

Q: How do I get a list of internal employees?

2013-08-26T20:36:25Z

Hmontgomery:

===Q: How do I get a list of internal employees?===

===A: Follow menu path "Reports-->Address Book-->Resource Report"===

This will give you the option of running a report which shows all users marked as resources in the system.

[[Category:Address Book]]
[[Category:Contacts]]

Q: Can I delete a contact?

2013-08-26T20:36:13Z

Hmontgomery:

===Q: Can I delete a contact?===

===A: The user can delete a contact by clicking the Red "X" button on the right side of the screen :[[File:del.png]]===

[[Category:Address Book]]
[[Category: Contacts]]

Q: Can I delete a contact?

2013-08-26T20:35:59Z

Hmontgomery:

===Q: Can I delete a contact?===

===A: The user can delete a contact by clicking the Red "X" button on the right side of the screen :===

[[File:del.png]]

[[Category:Address Book]]
[[Category: Contacts]]

Q: When I print checks, which check number will print first (which check should be on top of printer)?

2013-08-26T20:27:57Z

Hmontgomery:

Q: When I print checks, which check number will print first (which check should be on top of printer)?

A: Depending on the printer being used, the FIRST check number in your sequence will print on top (most printers).

[[Category:Accounts Payable]]

Q: When I print checks, which check number will print first (which check should be on top of printer)?

2013-08-26T20:26:01Z

Hmontgomery:

Q: When I print checks, which check number will print first (which check should be on top of printer)?

A: Depending on the printer being used, the FIRST check number will print on top.

[[Category:Accounts Payable]]

Q: Is there a way to add multiple PO’s to one AP Invoice?

2013-08-26T18:52:29Z

Hmontgomery:

'''Q:''' Is there a way to add multiple PO’s to one AP Invoice?

'''A: Multiple PO's can be associated with one AP Invoice by using the ''PO's on Invoice'' Tab.

'''1.''' Enter all header information following the normal invoicing process (you have the option of adding ONE of the PO's to the AP Invoice on the header if prefer)

'''2.''' Click on the ''PO's on Invoice'' tab.

'''3.''' Enter the number of the first associated PO# in the ''PO Number'' field and press enter. Repeat this step until all PO's have been added in the grid below.

[[File:Poinv.png | 350px]]

[[Category:Accounts Payable]]

File:Poinv.png

2013-08-26T18:52:11Z

Hmontgomery:

Q: How can I tell if an Invoice has been paid?

2013-08-26T18:44:59Z

Hmontgomery:

'''Q:''' How can I tell if an Invoice has been paid?

'''A:''' The header of the invoice screen will be marked "PAID" in large Red font:

[[File:Paidap.png | 350px]]

[[Category:Accounts Payable]]

Q: Do I have to have a PO to create and AP Invoice?

2013-08-26T18:44:47Z

Hmontgomery:

'''Q:''' Do I have to have a PO to create and AP Invoice?

'''A:''' No. AP Invoices can be created without associated PO's.

[[Category:Accounts Payable]]

Q: How can I tell if a PO has been invoiced?

2013-08-26T18:44:41Z

Hmontgomery:

'''Q:''' How can I tell if a PO has been invoiced?

'''A:''' By clicking on the "AP Info" tab on the PO screen. This tab will show you any/all AP Invoices associated with this PO.

[[Category:Accounts Payable]]

Q: Can I print just one check at a time?

2013-08-26T18:44:31Z

Hmontgomery:

'''Q: Can I print just one check at a time?'''

A: A single check can be printed a few different ways.

'''METHOD 1: Using the Manual Check Button (recommended)'''

1. Open up the AP Invoice you wish to write a check for.

2. Approve the AP Invoice (either using the Approve To Pay button, or the Approve AP Invoices screen).

3. Press the "MC" (Manual Check) button on the right side of the AP Invoice screen (this will bring up the screen used to print a check for only the current AP Invoice)

'''METHOD 2: Using the Print AP Checks Screen'''

1. Open the Approve AP Invoices screen (Transaction-->Accounts Payable-->Approve AP Invoices)

2. Enter the specified vendor, and ensure that ONLY the AP Invoice you wish to write the check for has been approved (no other invoices for that specific vendor can be approved).

3. Open your Print AP Checks screen (Transaction-->Accounts Payable-->Print AP Checks)

4. Enter the same vendor, and print checks (the system will only print checks for APPROVED AP invoices)

[[Category:Accounts Payable]]

Q: Can I save an invoice if the invoice total does not match my distribution total?

2013-08-26T18:44:15Z

Hmontgomery:

'''Q: Can I save an invoice if the invoice total does not match my distribution total? '''

A: No. In order to save an AP Invoice, the debits and credits (Invoice Total and Distribution Total) must match.

For AP Invoices created from PO's, any variance will automatically code to Purchase Variance.

[[Category:Accounts Payable]]

Q: Can I edit distribution lines once an invoice has been saved?

2013-08-26T18:44:08Z

Hmontgomery:

'''Q:''' Can I edit distribution lines once an invoice has been saved?

'''A:''' Balance/Distribution lines cannot be edited once and AP Invoice has been saved. The user may, however, ADD distribution lines to a saved invoice..

[[Category:Accounts Payable]]

Q: How do I ‘partially’ pay for an invoice?

2013-08-26T18:43:26Z

Hmontgomery:

'''Q: How do I ‘partially’ pay for an invoice?'''

'''A1: If the invoice is associated with a PO:'''

1. Enter the PO on the header of the AP Invoice as you normally would.

2. On the PO Receipts tab, only select the lines which you would like to invoice.

3. Within the PO Receipts grid, you can edit the INV QTY (invoice quantity) and INV COST (invoice cost) amounts

'''EXAMPLE:'''

Below, there was 1 lot received at $3.00. The user can edit the Inv Cost field and invoice this received item at a cost of $5.00.

[[File:Invap.png | 350px]]

'''A2: If the invoice is not associated with a PO:'''

1. Enter the partial amount on the invoice amount and invoice using the normal process.

[[Category:Accounts Payable]]

Q: How do I ‘partially’ pay for an invoice?

2013-08-26T18:42:24Z

Hmontgomery:

'''Q: How do I ‘partially’ pay for an invoice?'''

'''A: If the invoice is associated with a PO:'''

1. Enter the PO on the header of the AP Invoice as you normally would.

2. On the PO Receipts tab, only select the lines which you would like to invoice.

3. Within the PO Receipts grid, you can edit the INV QTY (invoice quantity) and INV COST (invoice cost) amounts

'''EXAMPLE:'''

Below, there was 1 lot received at $3.00. The user can edit the Inv Cost field and invoice this received item at a cost of $5.00.

[[File:Invap.png | 350px]]

[[Category:Accounts Payable]]

Q: How do I ‘partially’ pay for an invoice?

2013-08-26T18:42:18Z

Hmontgomery:

Q: How do I ‘partially’ pay for an invoice?

2013-08-26T18:42:07Z

Hmontgomery:

'''Q: How do I ‘partially’ pay for an invoice?'''

'''A: If the invoice is associated with a PO:'''

1. Enter the PO on the header of the AP Invoice as you normally would.

2. On the PO Receipts tab, only select the lines which you would like to invoice.

3. Within the PO Receipts grid, you can edit the INV QTY (invoice quantity) and INV COST (invoice cost) amounts

'''EXAMPLE'''
Below, there was 1 lot received at $3.00. The user can edit the Inv Cost field and invoice this received item at a cost of $5.00.

[[File:Invap.png | 350px]]

[[Category:Accounts Payable]]

Q: How do I ‘partially’ pay for an invoice?

2013-08-26T18:41:37Z

Hmontgomery:

Q: How do I ‘partially’ pay for an invoice?

A: If the invoice is associated with a PO:

1. Enter the PO on the header of the AP Invoice as you normally would.

2. On the PO Receipts tab, only select the lines which you would like to invoice.

3. Within the PO Receipts grid, you can edit the INV QTY (invoice quantity) and INV COST (invoice cost) amounts

For example. Below, there was 1 lot received at $3.00. The user can edit the Inv Cost field and invoice this received item at a cost of $5.00.

[[File:Invap.png | 350px]]

[[Category:Accounts Payable]]

File:Invap.png

2013-08-26T18:41:23Z

Hmontgomery:

Q: How can I tell if an Invoice has been paid?

2013-08-26T18:33:46Z

Hmontgomery:

Q: How can I tell if an Invoice has been paid?

A: The header of the invoice screen will be marked "PAID" in large Red font:

[[File:Paidap.png | 350px]]

[[Category:Accounts Payable]]

File:Paidap.png

2013-08-26T18:33:05Z

Hmontgomery:

Q: How can I tell if a PO has been invoiced?

2013-08-26T18:26:38Z

Hmontgomery:

Q: How can I tell if a PO has been invoiced?

A: By clicking on the "AP Info" tab on the PO screen. This tab will show you any/all AP Invoices associated with this PO.

[[Category:Accounts Payable]]

Q: Do I have to have a PO to create and AP Invoice?

2013-08-26T18:25:32Z

Hmontgomery:

Q: Do I have to have a PO to create and AP Invoice?

A: No. AP Invoices can be created without associated PO's.

[[Category:Accounts Payable]]

Q: Can I save an invoice if the invoice total does not match my distribution total?

2013-08-26T18:24:26Z

Hmontgomery:

Q: Can I save an invoice if the invoice total does not match my distribution total?

A: No. In order to save an AP Invoice, the debits and credits (Invoice Total and Distribution Total) must match.

For AP Invoices created from PO's, any variance will automatically code to Purchase Variance.

[[Category:Accounts Payable]]

Q: Can I print just one check at a time?

2013-08-26T16:41:01Z

Hmontgomery:

Q: Can I print just one check at a time?

A: A single check can be printed a few different ways.

'''METHOD 1: Using the Manual Check Button (recommended)'''

1. Open up the AP Invoice you wish to write a check for.

2. Approve the AP Invoice (either using the Approve To Pay button, or the Approve AP Invoices screen).

3. Press the "MC" (Manual Check) button on the right side of the AP Invoice screen (this will bring up the screen used to print a check for only the current AP Invoice)

'''METHOD 2: Using the Print AP Checks Screen'''

1. Open the Approve AP Invoices screen (Transaction-->Accounts Payable-->Approve AP Invoices)

2. Enter the specified vendor, and ensure that ONLY the AP Invoice you wish to write the check for has been approved (no other invoices for that specific vendor can be approved).

3. Open your Print AP Checks screen (Transaction-->Accounts Payable-->Print AP Checks)

4. Enter the same vendor, and print checks (the system will only print checks for APPROVED AP invoices)

[[Category:Accounts Payable]]

Q: Can I print just one check at a time?

2013-08-26T16:39:05Z

Hmontgomery:

Q: Can I print just one check at a time?

A: A single check can be printed a few different ways.

'''METHOD 1: Using the Manual Check Button (recommended)'''

1. Open up the AP Invoice you wish to write a check for.

2. Approve the AP Invoice (either using the Approve To Pay button, or the Approve AP Invoices screen).

3. Press the "MC" (Manual Check) button on the right side of the AP Invoice screen.

'''METHOD 2: Using the Print AP Checks Screen'''

1. Open the Approve AP Invoices screen (Transaction-->Accounts Payable-->Approve AP Invoices)

2. Enter the specified vendor, and ensure that ONLY the AP Invoice you wish to write the check for has been approved (no other invoices for that specific vendor can be approved).

3. Open your Print AP Checks screen (Transaction-->Accounts Payable-->Print AP Checks)

4. Enter the same vendor, and print checks (the system will only print checks for APPROVED AP invoices)

[[Category:Accounts Payable]]

Q: Can I edit distribution lines once an invoice has been saved?

2013-08-26T16:31:29Z

Hmontgomery:

Q: Can I edit distribution lines once an invoice has been saved?

A: Balance/Distribution lines cannot be edited once and AP Invoice has been saved. The user may, however, ADD distribution lines to a saved invoice..

[[Category:Accounts Payable]]

Q: Can I change the Vendor of an invoice once it has been saved?

2013-08-26T16:29:36Z

Hmontgomery:

Q: Can I change the Vendor of an invoice once it has been saved?

A: The vendor of a saved invoice cannot be changed. The RemitTo, however, may be changed by simply selecting a different RemitTo from the RemitTo drop down in the center of the AP Invoice screen.

[[Category:Accounts Payable]]

Q: Can I change the date of an invoice once it has been saved?

2013-08-26T16:28:15Z

Hmontgomery:

Q: Can I change the date of an invoice once it has been saved?

A: Yes. In order to change the date of an AP invoice, open the invoice, hit the "Edit" button on the right side of the screen (second button) and change the invoice date field.

*NOTE* Only AP Invoices which have not been paid can be edited.

[[Category:Accounts Payable]]