Down To Earth - Basics

Tips & Tools

Below are setup and entry tips that sometimes are forgotten. Many tips are simple entry methods or Company settings that really can make a difference. Take a few minutes to find out more about Date field entry, Terms & Aging cycles uniqur definition, choosing Invoice proof order , tracking contact Information Logs , and Exporting DTE Data .

Dates

Just enter the day...

No need for month and year.

Down To Earth assumes the system current month and year.
Want to enter a date from last month, enter only the twi digit month and day, the year is assumed.
Fiscal years can sometimes cross over calendar (system) years. If you're system year is different from your fiscal year, enter the period and the year.

Customer Terms & Aging categories

Choose a different aging definition for customers for your Aged Trial Balance report.

The aging catagories, most commonly as 30, 60, 90, and Over 120, can be unique by customer terms code.

Terms codes are found within any Maintenance menu column:
Codes > Sales > Terms [Receivable]

(Aging groups one through four.)

So those customers that need a little tighter controls can be watched more carefully.

Vendor Invoice proof list order

Change the proof sort order to be Entry order or by Vendor.


You don't need to sort your invoices in order by vendor. Set the Company Control to list the proof list in order by entry. Within the A/P Maintenance menu column, select Company then go to the PROOFSEQ Control and Edit.

Vendor & Customer Notes Log *

Create a log of notes and conversations reguarding any Vendor or Customer conversation.

(* Windows® installations only.)

Create an accessable log of notes and conversations from either the Name/Address master, Sales Order entry, or Purchase Order Entry.
The Notes feature is also available to log notations for specific item masters.
Most anywhere you see the 'Push pin' icon below, you can click to display past notations and information and/or add new ones.
Note: Because this feature is a display only function and from various applications, it is not available for paper reporting.

Exporting data

Export data to comma delimited file for import into Excel®.

Any data within any data file, names & addresses, or financial data are all standard options.

Export any data from any data file via System Manager >> Files menu column >> Export data file.

This process uses the standard DTE Repository included with any DTE v7 distribution. The file, WRK:datafile.txt, is created.

Export Name/Address records commonly used for third party verification via Name/Address >> Miscellaneous menu column >> Export addresses (delim/fixed) or Export fixed.

The files, WRK:na8000.txt, and WRK:dtenames.txt are created, respectively.

Export financial totals for each period of a given fiscal year by selecting General Ledger >> Miscellaneous menu column >> Export financial data.

The file, WRK:glchrt.txt, is created.

Refer to the General Concepts or each respective application User's Reference manual for more information.
Additional assistance is also available from our Technical Support department .