Question: Is there a way to create a Purchase Order from an Order, or visa versa, where you have created a Purchase order and would like to Create the order in OrderEntry from that PO?
Answer: Yes, there are two ways to create Purchase Orders from OrderEntry Orders:
- One by one, from within a new Purchase Order, you can enter an ‘OE Reference’ and ‘Import OE Lines’.
- For a range of OrderEntry Orders, you can use ‘Auto Generate POs From’ from the Maintenance menu for OrderEntry.
However, you can’t go the other way and create OrderEntry Orders from Purchase Orders.
Commission on Misc Charges
Question: In OrderEntry, is there a way to ensure that commission is earned on miscellaneous charges?
Answer: No, the Commission Report, or even a Sales Report out of OrderEntry only shows revenue with SKUs. We find the standard Commission Report out of OrderEntry too simplistic. Instead, we recommend creating a custom report using Adagio GridView, and it can be customized to meet your exact needs — for example, if the commission is earned on collections rather than on billings.
Stop Posting Into Another Year
Question: Is there a setting in AR and AP to stop a user from posting into a fiscal year that is not open? Or a warning if a user attempts to post into a fiscal year that is not the current fiscal year?
Answer: Yes. In the Company Profile, on the Integration tab, set “Validate closed periods” to: Disallow or Warn Only - depending what you want.
Also, in the Ledger, go to Edit > Fiscal Calendar, where you will want to Open/Close the appropriate Periods.
Page Break in Financial Reporter
Question: I am wondering how to set a hard page break in Financial Reporter. I have searched the help, but cannot seem to find this option.
Answer: With the Financial Reporter and the desired statement open, highlight the row where you want to insert a page break. Then from the Edit menu, select Insert Row Page Break. Or you can use the Control-B keyboard shortcut. When inserted, you will see a red line above the row number to visually indicate where the page break is.
There is also a setting to add a Column Page Break, if your statement has enough columns that would force it to print on more than one page wide. Typically, however, you would want the entire statement to print on a single page width.
You can find more tips like this in the Softrak Technical Support Forum at www.softrak.com through the Client Portal.