Janis001 Green Ribbon

The vendor has it set up for auto pay. So I get an invoice for, lets say freight, I enter the invoice in the Transactions>Payables>Enter Bills. Now it shows in my AP. The invoice is due 12/1/5/22. The freight company on 12/15/22 does an auto draft/payment and it is pulled from out bank account. When we do the…

That is perfect. Thank you for that clarification. Makes it much easier

If you don't do a "0" cost invoice can you still charge against an expense. Some of our warehouse folks are just doing inventory adjustments to remove the product sent out as samples. So GL shows a debit to our COG Adjustment account and a credit to our FG account. Can I do an adjusting journal to reflect the advertising…

But what would be the je credit COG and debit expense

I believe the samples should be charged against the advertising expense not cost of goods. Currently looks like this: Sample Inv001: Acct# COG Debit 5.42 Acct: FG Inv Credit 5.42 This adjustment happens on item fulfillment. Should we do a journal entry to reflect expense vs. cog or inventory?

Have that set up but still not sure how to reflect pto on direct deposit/check. When editing payroll do you just add the PTO and it is supposed to automatically deduct? I have tried this and all it seems to do is add the PTO to their normal salary, Ex: Salary - 80 hours Employee takes 2 sick days (16 hours) When editing to…

Not sure why but it shows up twice on the sheet when I drill down in the report. I traced everything so I know the payment was applied but as these were done early during implementation, they were entered without associated sales order.

Could use a class in how to maneuver thru the report/form customizations. Do they have such a thing other than on the learning videos. I feel a more in-depth training should be available for us non-it people.

That kinda did it. Now I'll have to tweek it a bit as the logo is definitely smaller but now the page is too large and when I print the logo does not print.

Doing more digging and found that one of the forms that is displaying the Logo to big is a Custom HTML Layout that was created by our consultant. I see this in the template tab and this in the elements tab Nowhere does it talk about size. Could that be an issue.

See it on some forms and not others.

Thank you for that information but in my case the unapplied amount was applied differently so to apply to another open invoice would be giving the product away for free.

Awesome. That worked. Thank you very much

Seeabove

Thank you. Appreciate it.

Is this what you want

Nope. Everything is set. I have looked at all our preferred document settings and they are all correct as above yet something is not right. Some come out with the logo the correct size and others not.

I changed it and verified but it still doesn't show correctly.

Payment Receipt from Customer Deposit. Custom Customer Deposit which shows Standard Customer Deposit PDF/HTML Template under advanced tab. Under basic tab shows Custom Payment Receipt Layout. Advanced Tab shows the above lines

Didn't help. Still covers the entire page. Anywhere else to check.

Yes. It is set up that way. But my script shows this: Don't know if when the implementation time did the forms they added the height & width

Didn't work. Still shows across the page

see

No. I need a report that shows our inventory numbers and the customer part numbers. I have many parts and each customer has there own part number. When I have an issue adding in the customer part number an error code will sometimes come up and tell me that this customer already has that item number attached to it but…

Seems like a ton of extra work. Should be able to have multiple locations marked as Make Inventory Available but only commit that inventory to the location you are actually assigning to the sales order.

So if i leave it unchecked can I still move inventory into this location?

Guess i'm just confused about when the inventory is pulled. Is it pulled once the purchase order has been received against or when you build from the workorder

So if my assembly item can be purchased from multiple vendors can you use the same item or will you need to make one item per vendor.

Yes we are. I am guessing it is just a box that is not checked but don't know for sure.

What I mean by that is when you enter a sales order any inventory we have in stock will allocate to that so. So if that SO does not ship for 3 weeks it will not allow us to utilize that inventory on another SO. Widgets in stock 1500 SO123 - has 1200 widgets - scheduled to ship 6/1/22 SO456 - has 900 widgets - schedule to…