Archives
General Concept: Customer amounts will be stored in the customer’s currency. This effects CO, Estimating, and AR. Vendor amounts will be stored in the vendor’s currency. This effects PO and AP. Cash accounts in Bank Reconciliation may be stated in non-domestic currencies. When receiving customer payments or making vendor payments we may specify the payment […]
In Syteline form, quite often, you would need to assign some field value, base on another field value entered. Business case: Let say in Customer Order, for certain payment terms, you would not allow partial shipment. So in the CO header form, when user select certain payment term, you want the system automatically uncheck the […]
Syteline Delivery Orders are always handled by Consolidate Invoice. 1) Shipment can be tied to a DO during the shipping process. 2) Shipment can also be put into a DO after the shipping process. Just open that DO and add the shipment record to that DO. 3) DO invoicing will be always under the consolidate […]
Open Credits and Debits Any credit memo created in SyteLine from a credit return or price adjustment invoice will automatically be created as an open credit. Debit memos created by price adjustment will also be open. Only when creating a credit or debit through AR you are given the opportunity to dictate which posted invoice […]
The End User Type allows you to assign G/L Accounts, specific to a type of customer and provide an additional reporting functionality. You have the ability to use Unit Codes 3 and or 4 to identify different categories. For example, Unit Code 3 can be used to break out Sales separately, 1000 could represent Domestic, […]