Q1: What is the Adj column in the Products tab when entering a sales
order or credit note for?
A: Ignore this column in sales orders, it relates only to credit
notes. If you
tick the box in the Adj column, it will indicate that the credit note should
update sales analysis files with the sales price only, not the quantity
sold. It should be used for overcharges that do not relate to goods
being returned so that the product sales value is adjusted without
affecting the quantity sold. Leave this option un-ticked if you want sales
analysis figures to reflect an adjustment to the quantity sold as well as
the sales value of the item being credited. I.e. if the goods credited
have been returned so product sales analysis files should show less
quantity as well as lower sales value against this product.
Q2: If I generate an invoice run and choose to email them, how does it
deal with any accounts that do not have contacts set up with an
email address ticked to receive invoices?
A: Firstly Outlook will send the emails with invoices as attachments
to
each customer in the invoice batch that has a contact email address
ticked to received invoices. Power-Gx will then create printable
versions of the invoices for accounts without contacts set up to
received email invoices. This file will be displayed in Intelliview where
you can chose the printer the invoices should be printed on.
Q3: I am trying to print a delivery note for a sales order but it does not
appear in Print Delivery Notes.
A: There are a few things you should check: 1) look in Sales Order
Enquiry to make sure the delivery note has not already been printed.
You can see this using the Order Status button at the bottom of the Original Order tab. 2) If it is undelivered, look on the Header Details
tab in Sales Order Enquiry to check the order is not on query.
Queried
orders are prevented from having delivery notes produced so you will
need to unquery the order to release the delivery note. 3) If
the order is
undelivered and unqueried, check the Delivery Date on the sales order
and in Print delivery Notes, make sure you are selecting either the
correct delivery date range or the correct order range to include this
sales order.
Q4: What happens when a customer contract reaches its end date?
A: If the contract has been set up with an end date, the contract
prices will
stop being applied when it expires. The contract is always the highest
priority in the pricing hierarchy so when it expires the system
looks
beneath it for any other pricing or discounts in place for this customer,
for example catalogues they are assigned, colour band discounts, global discounts etc. If no other pricing or discount options are
set for
this customer the full retail price will be used. The expired customer
contract is not deleted, it remains on the system so you can view it and
extend the end date if required. The contract can be amended before it
is validated again.
Q6: Can I set a minimum profit warning for sales orders?
A: This can be set in Gx Sales\Options\Setup Options.
You can enter a Low Profit Warning percentage so the system warns you in sales
orders if you enter an order line with less profit than this.
Q7: I want to email several copy invoices to a customer but when I use
Form Reprints and select the required invoices a separate email is created for each invoice. How can I create one
email with all the invoice attachments on it?
A: If
all the invoices you have selected are for a single customer then Power Gx will
display a prompt asking if you wish to attach all the invoices to one email.
Alternatively you can save all the invoice attachments (pdfs) on your PC and
then
attach them all to one email, instead of sending each of the emails
generated separately.
A: Use Gx SOP\Delivery Notes\Cancel Delivery Notes, and enter
the
delivery note number you wish to cancel i.e. mark as 'undelivered'. The
order will be displayed on screen. Untick the Cancel? column, then
double click the order line to display the delivery note details for the
order. Enter quantities in the Cancel Packs and Singles columns for
the number of items against each product line that you wish to cancel
(i.e. enter the quantity to show as undelivered, the remaining lines and
quantities will still show as delivered).
Q9: I have resolved a collection note but there's no credit note waiting
to be printed for it when I go into Print Credit Notes.
A: Firstly ensure you have selected the correct range to be displayed
in
Print Credit Notes, i.e. the correct account code or order range or
simply click the Select Orders button to display all credit notes waiting
to be printed. If the credit note for your collection note does not
appear, check Collection Note Enquiry to ensure you have actually
chosen to raise a credit note for this collection when you resolved it.
The Credit? column will be ticked if you have chosen to credit the
goods. If you forgot to tick this, you will need to manually enter the
credit note. If it has been ticked it would suggest that the credit note
has already been printed. The Collection Note Enquiry screen will
show the Credit Note No in the header details at the top if this is the
case. You can use Gx SOP\Form Reprints to print a copy of this
credit note. Note: the credit note number shown in Collection Note
Enquiry is the credit order number, you will need to enter this number
into Gx SOP\Order Enquiry and look on the Sales Invoices tab to find
the Credit Note Form number (shown as Invoice Number) to reprint.
A: Gx SOP\Customer Contracts allows both the import and export
of
data. It is a good idea to export a contract first to get the required file
layout for your import file. You can then update this file in Excel and
import it back into Gx. The file must be saved as a CSV (comma
delimited) or TXT (tab delimited) file. When updating the import file, the
following fields are mandatory: Alias, Product, Type, Discount (if Type
D has been selected), Contract Price.