Below are guideline(s) to Disable Entry of Discount Rate & Amount : Step 1 : Go to System >> Security Manager >> User Profile Management Select user ID from “List” >> go to “More” Step 2 : Untick “Allow Entry Discount Y/N” >> click “Update” Discount section will be blocked as s..
Category : 12. Others
Below are guideline(s) to print Sales Order Listing : Step 1: Go to Report >> expand “Transaction Listing” >> click “Sales Order Listing” >> choose date between >> select customer >> click “Standard Format” Step 2 : For parameter field, you may choose ‘summary’ or ‘detail’ pri..
Below are guideline(s) to Set Default Department : Step 1: Go to System >> Administrator Menu >> General Setup Step 2: At System Parameter >> select department to set as default >> click “S..
Below are guideline(s) for Records Partitioning : Step 1: Go to System >> Security Manager >> Records Partitioning Step 2: 1. From “List of User Code”, select user and click “>” button to transfer these user to “Selected User Code” 2. Choose the Partition Type. (Eg: Category) 3. From “List of Category”, select category code ..
Below are guideline(s) on attach Additional Remark Column in Item Maintenance. Step 1: Go to System >> Administrator Menu >> User Define Caption Tick “Item User Define” (It depends on how much you would like to add) >> change the user define caption >> tick “Save Global Setting” Step 2: Go to “Item” ..
Below are guideline(s) to account code missing: 1. go to journal entries see which item code missing account code 2. go to detail 3. in item code which missing code then click edit item 4. choose GL code 5. clic..
Below are guideline(s) to include Company Bank Account Information in Invoice, Quotation, etc… Step: Go to System >> Company Information >> Fill in the bank account column >> Save (N/B: The bank account info key in company info section will show up at the footer of Invoice, Quotation, e..
Below are guideline(s) to Re-Update FIFO Opening Quantity: Step 1: Go to Inventory >> Enter Opening Stock >> FIFO Opening Quantity Step 2 : a) Click “List” to choose opening stock document b) Choose item code c) Choose location code d) Key in opening stock and price e) Click “Add Item” f) Click “Upd..
Below are guideline(s) to Add New Customer in Distribution 1. Click “Customer shortcut icon”. 2. Generate Auto Running Customer Code by following the link below if the code is not auto-running. https://aisupport.skybizglobal.com/ticket/admin/knowledgebase_private.php?article=274&back=1 3. Classify the customer under their respective category. 4. Fill in customer information. 5. Add New 6. You may check all customers from ..
Below are guideline(s) to Shift Item Code to other Item Group : 1. Go to “Item” 2. Click “List” to choose the item code 3. Click “Item Group” to change item group code 4. Click “Upd..