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|
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.)
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|
So
those customers
that need a
little tighter
controls can be
watched more
carefully.
|
Back to
top
|
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|
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.
|
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Back to
top
|
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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.
|
Back to
top
|
|
|
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.
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Back to
top
|
Tips &
Tools
