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Last Updated: 03/31/2021
in Knowledge Base Create a sales order as usual and add items. For each item with different ship dates, click 'Details' and select 'Ship Dates'. Enter your dates and quantities in the grid provided then click 'Save & Close'. You can change the quantities at any time ...
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Last Updated: 03/31/2021
in Knowledge Base When creating a new purchase order the quantity ordered is rounded to the nearest whole number.
Solution:
Go to the Inventory Item screen for that item -> click on the Purchasing tab, at the bottom under Preferred Vendors the Order Inc needs to ...
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Last Updated: 03/31/2021
in Knowledge Base Check the user rights and make sure sales rep or location is not filtered for a specific rep or location. Make sure there are no other filters selected for this list...check the left down portion of the screen to ensure this if there is a filter sho...
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Last Updated: 03/31/2021
in Knowledge Base First, select the filter you want to exclude, then to the far-right click Add Filter. Next, highlight your filter and check the Exclude box. If the Exclude checkbox is checked without the selected filter, it will have no effect.
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Last Updated: 03/31/2021
in Knowledge Base The normal process of AO is to create the PO, Receive, and Sync the bill from AO to QB at the end of the process. Therefore, the PO will not sync to QB, it will sync only after it is received and billed.
To set AO to sync the PO from AO to QB: Go ...
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Last Updated: 03/31/2021
in Knowledge Base Without Enhanced Receiving, the Item Receipt and Bill in Quickbooks are one transaction and an item receipt is simply changed into a bill once the bill is received. Using the new enhanced receiving, the item receipt and bill become separate transact...
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Last Updated: 03/31/2021
in Knowledge Base After selecting a ship method and entering an amount, you get the following message.
To assign a price with a ship method, it must be associated with an item. Close the sales order open the ship method list and assign it to an item.
To correct t...
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Last Updated: 03/31/2021
in Knowledge Base The article details how to setup an ODBC connection to the AllOrders database. This must be setup on the computer where you installed the AllOrders SQL Server.
1. Start Windows Administrative Tools (Start > Control Panel > Administrative Tools. Sw...
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Last Updated: 03/31/2021
in Knowledge Base This error is caused by a data control on a report having an incorrect group assigned to it. Follow these steps to fix the issue:
-Open up All Orders -From the Reports menu select Design Reports -Find the report in the list of reports and then hig...
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Last Updated: 03/31/2021
in Knowledge Base Once you make an item inactive, that item is still listed in the BOM and Work orders. A feature we have is to replace a component with another component. It is located in the Item List. Check the inactive item, right-click your mouse, and select Rep...