https://epiphanywiki.crystalcomputer.com/api.php?action=feedcontributions&feedformat=atom&user=Admin.PammEpiphany - User contributions [en]2026-10-24T06:25:05ZUser contributionsMediaWiki 1.46.2https://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Utilities&diff=1028Manual:Utilities2022-09-28T16:18:59Z<p>Admin.Pamm: /* Recalc Inventory Acct Balance */</p>
<hr />
<div>== Check Document Maintenance Utility ==<br />
'''Menu Location:''' Main / Utilities / Check Document Maintenance<br />
<br />
'''What It Does:'''<br />
::The Check Document Maintenance utility will import the file and link the information from the Check Register Import to the scanned documents.<br />
:::To run the utility, click 'OK' on the window below:<br />
:::[[File:Utilities_Check_Document_Maintenance_Import.JPG]]<br />
:::Your local computer's file explorer will appear. Select the check batch file to be imported and click 'Open'.<br />
:::The file will be imported. When the import is complete you will receive a window that says 'Done'.<br />
<br />
== Fix Account Balance ==<br />
'''Menu Locations:'''<br />
:*Main / Utilities / Fix Account Balance <br />
:*Accounting / General Ledger / Fix Account Balance<br><br />
<br />
'''What It Does:'''<br />
::The Fix Account Balance Utility corrects erroneous account balances by deleting any ledger records that have not been attached to a journal entry from the system. These ledger records are then zeroed out on the relevant charts to give the correct account balance.<br />
<br />
== Fix AP Invoices ==<br />
'''Menu Location:''' Main > Utilities > Fix AP Invoices<br><br />
<br />
'''What It Does:'''<br />
::The Fix AP Invoices utility repairs the issue of an AP invoice being overlooked or incorrect for various reasons. These may be because the system has not assigned an invoice number to the invoice, a company has not been assigned to the invoice, or payments made to the invoice have been missed by the system. The tool finds the erroneous invoice and repairs these issues.<br />
<br />
== Fix AR Invoice Payments ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix AR Invoice Payments<br><br />
:*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments<br><br />
<br />
'''What It Does:'''<br />
::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts.<br />
<br />
== Fix Inventory Quantity ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Inventory Quantity<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Inventory > Inventory > Fix Inventory Quantity<br><br />
<br />
'''What It Does:'''<br />
::The Fix Inventory Quantity utility corrects part numbers with erroneous inventory quantities. It does so by finding the quantity of the part in inventory and comparing it to what the correct quantity should be based off past inventory transactions. If a discrepancy is found, the part number's quantity is updated with the quantity given from past inventory transactions.<br />
<br />
== Fix Journal Entries ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Journal Entries<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Accounting > General Ledger > Utilities > Fix Journal Entries<br><br />
<br />
'''What It Does:'''<br />
::The Fix Journal Entries utility finds errors in the General Ledger by finding journal entries that are orphaned, meaning they are not attached to any account, and removing them.<br />
<br />
== Recalc Inventory Acct Balance ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Recalc Inventory Acct Balance<br><br />
:*Accounting > Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
:*Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
<br />
'''What It Does:'''<br />
::The Recalc Inventory Acct Balance utility runs a recalculation of the inventory account balances to correct any erroneous calculations. This can be run on demand or setup as a Background Service to run on a schedule. This utility makes sure the Inventory Asset Account EQUALS the value of inventory in the inventory system. To correct the actual inventory, run an Inventory GL Value report to find which inventory items need to be adjusted and make the change in inventory. A manual journal entry to adjust this should NEVER be done in an attempt to fix the balance of an asset account as the system (this utility) will just correct it back to what it should be.<br />
<br />
== Inventory Category Link ==<br />
'''Menu Location:''' Main > Utilities > Inventory Category Link<br><br />
<br />
'''What It Does:'''<br />
::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one.<br />
<br />
== Update Inventory Pricing ==<br />
'''Menu Location:''' Main > Utilities > Update Inventory Pricing<br />
<br />
'''What It Does:'''<br />
::The Update Inventory Pricing utility will update all inventory item prices based on the current markup percentage and cost of the item.<br />
<br />
== Efficiency Utility ==<br />
'''Menu Location:''' Main > Utilities > Efficiency Utility<br />
<br />
'''What It Does:'''<br />
::The Efficiency Utility searches for efficiency records that have either no person or no department linked to them and gives the option to delete these records.<br />
<br />
== Peerless Import ==<br />
'''Menu Location:''' Main > Utilities > Peerless Import<br />
<br />
'''What It Does'''<br />
::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table.<br />
<br />
== Assembly Cost Update == <br />
'''Menu Location:''' Main > Utilities > Assembly Cost Update<br />
<br />
'''What It Does'''<br />
::The Assembly Cost Update utility updates the cost on all assembly items.<br />
<br />
== Create Employee Reviews ==<br />
'''Menu Location:''' Main > Utilities > Create Employee Reviews<br />
<br />
'''What It Does'''<br />
::The Create Employee Reviews utility creates employee reviews based off employee records and review questions.<br />
<br />
== EDI Maintenance == <br />
'''Menu Location:''' Main > Utilities > EDI Maintenance<br />
<br />
'''What It Does'''<br />
::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files.<br />
<br />
== Fix History ==<br />
'''Menu Location:''' Main > Utilities > Fix History<br />
<br />
'''What It Does'''<br />
::The Fix History utility searches for duplicate records within the transaction log, relationships log, and the transactions add/delete log and removes them.<br />
<br />
== Web Service ==<br />
'''Menu Location:''' Main > Utilities > Web Service<br />
<br />
'''What It Does:'''<br />
::The Web Service utility pulls and saves orders from the web service when the 'Execute' button is clicked and lists the PO numbers of orders from the web service when the 'Print PO Numbers' button is clicked.<br />
<br />
== Index Maintenance == <br />
'''Menu Location:''' Administration > Utilities > Index Maintenance<br />
<br />
'''What It Does:'''<br />
::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system.<br />
<br />
== Repair Relationships == <br />
'''Menu Location:''' Administration > Utilities > Repair Relationships<br />
<br />
'''What It Does:'''<br />
::The Repair Relationships utility searches for and repairs relationships with null values and null ID's. The utility also verifies the values entered into the relationships table exist and are valid.<br />
<br />
== Background Processing ==<br />
'''Menu Location:''' Administration > Utilities > Background Processing<br />
<br />
'''What It Does:'''<br />
::The Background Processing utility displays the status of any background processes in the system.<br />
<br />
== Import Manager ==<br />
'''Menu Location:''' Administration > Utilities > Import Manager<br />
<br />
'''What It Does:'''<br />
::The Import Manager utility opens the Import Manager, which is a tool used to import new data into the system and displays import data history.<br />
<br />
== Export Manager ==<br />
'''Menu Location:''' Administration > Utilities > Export Manager<br />
<br />
'''What It Does:'''<br />
::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system.<br />
<br />
== Batch Delete ==<br />
'''Menu Location:''' Administration > Utilities > Batch Delete<br />
<br />
'''What It Does:'''<br />
::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter.<br />
<br />
== Import EPI File ==<br />
'''Menu Location:''' Administration > Utilities > Import EPI File<br />
<br />
'''What It Does:'''<br />
::The Import EPI File utility imports an EPI file from the local file system.<br />
<br />
== Epiphany Client Update ==<br />
'''Menu Location:''' Administration > Utilities > Epiphany Client Update<br />
<br />
'''What It Does:'''<br />
::The Epiphany Client Update utility updates the client for terminal service users.<br />
<br />
== Web Update ==<br />
'''Menu Location:''' Administration > Utilities > Web Update<br />
<br />
'''What It Does:'''<br />
::The Web Update utility updates Epiphany to the most recent version via the web.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Utilities&diff=1027Manual:Utilities2022-09-28T16:18:10Z<p>Admin.Pamm: /* Recalc Inventory Acct Balance */</p>
<hr />
<div>== Check Document Maintenance Utility ==<br />
'''Menu Location:''' Main / Utilities / Check Document Maintenance<br />
<br />
'''What It Does:'''<br />
::The Check Document Maintenance utility will import the file and link the information from the Check Register Import to the scanned documents.<br />
:::To run the utility, click 'OK' on the window below:<br />
:::[[File:Utilities_Check_Document_Maintenance_Import.JPG]]<br />
:::Your local computer's file explorer will appear. Select the check batch file to be imported and click 'Open'.<br />
:::The file will be imported. When the import is complete you will receive a window that says 'Done'.<br />
<br />
== Fix Account Balance ==<br />
'''Menu Locations:'''<br />
:*Main / Utilities / Fix Account Balance <br />
:*Accounting / General Ledger / Fix Account Balance<br><br />
<br />
'''What It Does:'''<br />
::The Fix Account Balance Utility corrects erroneous account balances by deleting any ledger records that have not been attached to a journal entry from the system. These ledger records are then zeroed out on the relevant charts to give the correct account balance.<br />
<br />
== Fix AP Invoices ==<br />
'''Menu Location:''' Main > Utilities > Fix AP Invoices<br><br />
<br />
'''What It Does:'''<br />
::The Fix AP Invoices utility repairs the issue of an AP invoice being overlooked or incorrect for various reasons. These may be because the system has not assigned an invoice number to the invoice, a company has not been assigned to the invoice, or payments made to the invoice have been missed by the system. The tool finds the erroneous invoice and repairs these issues.<br />
<br />
== Fix AR Invoice Payments ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix AR Invoice Payments<br><br />
:*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments<br><br />
<br />
'''What It Does:'''<br />
::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts.<br />
<br />
== Fix Inventory Quantity ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Inventory Quantity<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Inventory > Inventory > Fix Inventory Quantity<br><br />
<br />
'''What It Does:'''<br />
::The Fix Inventory Quantity utility corrects part numbers with erroneous inventory quantities. It does so by finding the quantity of the part in inventory and comparing it to what the correct quantity should be based off past inventory transactions. If a discrepancy is found, the part number's quantity is updated with the quantity given from past inventory transactions.<br />
<br />
== Fix Journal Entries ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Journal Entries<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Accounting > General Ledger > Utilities > Fix Journal Entries<br><br />
<br />
'''What It Does:'''<br />
::The Fix Journal Entries utility finds errors in the General Ledger by finding journal entries that are orphaned, meaning they are not attached to any account, and removing them.<br />
<br />
== Recalc Inventory Acct Balance ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Recalc Inventory Acct Balance<br><br />
:*Accounting > Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
:*Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
<br />
'''What It Does:'''<br />
::The Recalc Inventory Acct Balance utility runs a recalculation of the inventory account balances to correct any erroneous calculations. This can be run on demand or setup as a Background Service to run on a schedule. This utility makes sure the Inventory Asset Account EQUALS the value of inventory in the inventory system. To correct the actual inventory, run an Inventory GL Value report to find which inventory items need to be adjusted and make the change in inventory. A manual journal entry to adjust this should NEVER be done in an attempt to fix the balance of an asset account as the system (this utility& will just correct it back to what it should be.<br />
<br />
== Inventory Category Link ==<br />
'''Menu Location:''' Main > Utilities > Inventory Category Link<br><br />
<br />
'''What It Does:'''<br />
::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one.<br />
<br />
== Update Inventory Pricing ==<br />
'''Menu Location:''' Main > Utilities > Update Inventory Pricing<br />
<br />
'''What It Does:'''<br />
::The Update Inventory Pricing utility will update all inventory item prices based on the current markup percentage and cost of the item.<br />
<br />
== Efficiency Utility ==<br />
'''Menu Location:''' Main > Utilities > Efficiency Utility<br />
<br />
'''What It Does:'''<br />
::The Efficiency Utility searches for efficiency records that have either no person or no department linked to them and gives the option to delete these records.<br />
<br />
== Peerless Import ==<br />
'''Menu Location:''' Main > Utilities > Peerless Import<br />
<br />
'''What It Does'''<br />
::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table.<br />
<br />
== Assembly Cost Update == <br />
'''Menu Location:''' Main > Utilities > Assembly Cost Update<br />
<br />
'''What It Does'''<br />
::The Assembly Cost Update utility updates the cost on all assembly items.<br />
<br />
== Create Employee Reviews ==<br />
'''Menu Location:''' Main > Utilities > Create Employee Reviews<br />
<br />
'''What It Does'''<br />
::The Create Employee Reviews utility creates employee reviews based off employee records and review questions.<br />
<br />
== EDI Maintenance == <br />
'''Menu Location:''' Main > Utilities > EDI Maintenance<br />
<br />
'''What It Does'''<br />
::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files.<br />
<br />
== Fix History ==<br />
'''Menu Location:''' Main > Utilities > Fix History<br />
<br />
'''What It Does'''<br />
::The Fix History utility searches for duplicate records within the transaction log, relationships log, and the transactions add/delete log and removes them.<br />
<br />
== Web Service ==<br />
'''Menu Location:''' Main > Utilities > Web Service<br />
<br />
'''What It Does:'''<br />
::The Web Service utility pulls and saves orders from the web service when the 'Execute' button is clicked and lists the PO numbers of orders from the web service when the 'Print PO Numbers' button is clicked.<br />
<br />
== Index Maintenance == <br />
'''Menu Location:''' Administration > Utilities > Index Maintenance<br />
<br />
'''What It Does:'''<br />
::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system.<br />
<br />
== Repair Relationships == <br />
'''Menu Location:''' Administration > Utilities > Repair Relationships<br />
<br />
'''What It Does:'''<br />
::The Repair Relationships utility searches for and repairs relationships with null values and null ID's. The utility also verifies the values entered into the relationships table exist and are valid.<br />
<br />
== Background Processing ==<br />
'''Menu Location:''' Administration > Utilities > Background Processing<br />
<br />
'''What It Does:'''<br />
::The Background Processing utility displays the status of any background processes in the system.<br />
<br />
== Import Manager ==<br />
'''Menu Location:''' Administration > Utilities > Import Manager<br />
<br />
'''What It Does:'''<br />
::The Import Manager utility opens the Import Manager, which is a tool used to import new data into the system and displays import data history.<br />
<br />
== Export Manager ==<br />
'''Menu Location:''' Administration > Utilities > Export Manager<br />
<br />
'''What It Does:'''<br />
::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system.<br />
<br />
== Batch Delete ==<br />
'''Menu Location:''' Administration > Utilities > Batch Delete<br />
<br />
'''What It Does:'''<br />
::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter.<br />
<br />
== Import EPI File ==<br />
'''Menu Location:''' Administration > Utilities > Import EPI File<br />
<br />
'''What It Does:'''<br />
::The Import EPI File utility imports an EPI file from the local file system.<br />
<br />
== Epiphany Client Update ==<br />
'''Menu Location:''' Administration > Utilities > Epiphany Client Update<br />
<br />
'''What It Does:'''<br />
::The Epiphany Client Update utility updates the client for terminal service users.<br />
<br />
== Web Update ==<br />
'''Menu Location:''' Administration > Utilities > Web Update<br />
<br />
'''What It Does:'''<br />
::The Web Update utility updates Epiphany to the most recent version via the web.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Utilities&diff=1026Manual:Utilities2022-09-28T16:15:40Z<p>Admin.Pamm: /* Recalc Inventory Acct Balance */</p>
<hr />
<div>== Check Document Maintenance Utility ==<br />
'''Menu Location:''' Main / Utilities / Check Document Maintenance<br />
<br />
'''What It Does:'''<br />
::The Check Document Maintenance utility will import the file and link the information from the Check Register Import to the scanned documents.<br />
:::To run the utility, click 'OK' on the window below:<br />
:::[[File:Utilities_Check_Document_Maintenance_Import.JPG]]<br />
:::Your local computer's file explorer will appear. Select the check batch file to be imported and click 'Open'.<br />
:::The file will be imported. When the import is complete you will receive a window that says 'Done'.<br />
<br />
== Fix Account Balance ==<br />
'''Menu Locations:'''<br />
:*Main / Utilities / Fix Account Balance <br />
:*Accounting / General Ledger / Fix Account Balance<br><br />
<br />
'''What It Does:'''<br />
::The Fix Account Balance Utility corrects erroneous account balances by deleting any ledger records that have not been attached to a journal entry from the system. These ledger records are then zeroed out on the relevant charts to give the correct account balance.<br />
<br />
== Fix AP Invoices ==<br />
'''Menu Location:''' Main > Utilities > Fix AP Invoices<br><br />
<br />
'''What It Does:'''<br />
::The Fix AP Invoices utility repairs the issue of an AP invoice being overlooked or incorrect for various reasons. These may be because the system has not assigned an invoice number to the invoice, a company has not been assigned to the invoice, or payments made to the invoice have been missed by the system. The tool finds the erroneous invoice and repairs these issues.<br />
<br />
== Fix AR Invoice Payments ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix AR Invoice Payments<br><br />
:*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments<br><br />
<br />
'''What It Does:'''<br />
::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts.<br />
<br />
== Fix Inventory Quantity ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Inventory Quantity<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Inventory > Inventory > Fix Inventory Quantity<br><br />
<br />
'''What It Does:'''<br />
::The Fix Inventory Quantity utility corrects part numbers with erroneous inventory quantities. It does so by finding the quantity of the part in inventory and comparing it to what the correct quantity should be based off past inventory transactions. If a discrepancy is found, the part number's quantity is updated with the quantity given from past inventory transactions.<br />
<br />
== Fix Journal Entries ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Fix Journal Entries<br />
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity<br />
:*Accounting > General Ledger > Utilities > Fix Journal Entries<br><br />
<br />
'''What It Does:'''<br />
::The Fix Journal Entries utility finds errors in the General Ledger by finding journal entries that are orphaned, meaning they are not attached to any account, and removing them.<br />
<br />
== Recalc Inventory Acct Balance ==<br />
'''Menu Locations:'''<br />
:*Main > Utilities > Recalc Inventory Acct Balance<br><br />
:*Accounting > Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
:*Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br><br />
<br />
'''What It Does:'''<br />
::The Recalc Inventory Acct Balance utility runs a recalculation of the inventory account balances to correct any erroneous calculations. This can be run on demand or setup as a Background Service to run on a schedule. This utility makes sure the Inventory Asset Account EQUALS the value of inventory in the inventory system. To correct the actual inventory, run an Inventory GL Value report to find which inventory items need to be adjusted and make the change in inventory.<br />
<br />
== Inventory Category Link ==<br />
'''Menu Location:''' Main > Utilities > Inventory Category Link<br><br />
<br />
'''What It Does:'''<br />
::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one.<br />
<br />
== Update Inventory Pricing ==<br />
'''Menu Location:''' Main > Utilities > Update Inventory Pricing<br />
<br />
'''What It Does:'''<br />
::The Update Inventory Pricing utility will update all inventory item prices based on the current markup percentage and cost of the item.<br />
<br />
== Efficiency Utility ==<br />
'''Menu Location:''' Main > Utilities > Efficiency Utility<br />
<br />
'''What It Does:'''<br />
::The Efficiency Utility searches for efficiency records that have either no person or no department linked to them and gives the option to delete these records.<br />
<br />
== Peerless Import ==<br />
'''Menu Location:''' Main > Utilities > Peerless Import<br />
<br />
'''What It Does'''<br />
::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table.<br />
<br />
== Assembly Cost Update == <br />
'''Menu Location:''' Main > Utilities > Assembly Cost Update<br />
<br />
'''What It Does'''<br />
::The Assembly Cost Update utility updates the cost on all assembly items.<br />
<br />
== Create Employee Reviews ==<br />
'''Menu Location:''' Main > Utilities > Create Employee Reviews<br />
<br />
'''What It Does'''<br />
::The Create Employee Reviews utility creates employee reviews based off employee records and review questions.<br />
<br />
== EDI Maintenance == <br />
'''Menu Location:''' Main > Utilities > EDI Maintenance<br />
<br />
'''What It Does'''<br />
::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files.<br />
<br />
== Fix History ==<br />
'''Menu Location:''' Main > Utilities > Fix History<br />
<br />
'''What It Does'''<br />
::The Fix History utility searches for duplicate records within the transaction log, relationships log, and the transactions add/delete log and removes them.<br />
<br />
== Web Service ==<br />
'''Menu Location:''' Main > Utilities > Web Service<br />
<br />
'''What It Does:'''<br />
::The Web Service utility pulls and saves orders from the web service when the 'Execute' button is clicked and lists the PO numbers of orders from the web service when the 'Print PO Numbers' button is clicked.<br />
<br />
== Index Maintenance == <br />
'''Menu Location:''' Administration > Utilities > Index Maintenance<br />
<br />
'''What It Does:'''<br />
::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system.<br />
<br />
== Repair Relationships == <br />
'''Menu Location:''' Administration > Utilities > Repair Relationships<br />
<br />
'''What It Does:'''<br />
::The Repair Relationships utility searches for and repairs relationships with null values and null ID's. The utility also verifies the values entered into the relationships table exist and are valid.<br />
<br />
== Background Processing ==<br />
'''Menu Location:''' Administration > Utilities > Background Processing<br />
<br />
'''What It Does:'''<br />
::The Background Processing utility displays the status of any background processes in the system.<br />
<br />
== Import Manager ==<br />
'''Menu Location:''' Administration > Utilities > Import Manager<br />
<br />
'''What It Does:'''<br />
::The Import Manager utility opens the Import Manager, which is a tool used to import new data into the system and displays import data history.<br />
<br />
== Export Manager ==<br />
'''Menu Location:''' Administration > Utilities > Export Manager<br />
<br />
'''What It Does:'''<br />
::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system.<br />
<br />
== Batch Delete ==<br />
'''Menu Location:''' Administration > Utilities > Batch Delete<br />
<br />
'''What It Does:'''<br />
::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter.<br />
<br />
== Import EPI File ==<br />
'''Menu Location:''' Administration > Utilities > Import EPI File<br />
<br />
'''What It Does:'''<br />
::The Import EPI File utility imports an EPI file from the local file system.<br />
<br />
== Epiphany Client Update ==<br />
'''Menu Location:''' Administration > Utilities > Epiphany Client Update<br />
<br />
'''What It Does:'''<br />
::The Epiphany Client Update utility updates the client for terminal service users.<br />
<br />
== Web Update ==<br />
'''Menu Location:''' Administration > Utilities > Web Update<br />
<br />
'''What It Does:'''<br />
::The Web Update utility updates Epiphany to the most recent version via the web.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1025Main Page2022-09-28T15:59:25Z<p>Admin.Pamm: /* Utilities */</p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1024Main Page2022-09-28T15:56:34Z<p>Admin.Pamm: </p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Utilities ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
</div><br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1023Main Page2022-09-28T15:49:27Z<p>Admin.Pamm: /* Utilities */</p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Utilities ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Util<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1020Main Page2022-09-28T15:45:33Z<p>Admin.Pamm: /* Util */</p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Utilities ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Utilities<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1019Main Page2022-09-28T15:45:04Z<p>Admin.Pamm: /* Util */</p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Util ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1017Main Page2022-09-28T15:42:51Z<p>Admin.Pamm: /* Utilities */</p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Util ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Util<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&diff=1015Main Page2022-09-28T15:07:02Z<p>Admin.Pamm: </p>
<hr />
<div>[[File:Epiphany Logo.png|frameless|center|Epiphany]]<br />
<br />
<br />
<br />
<br />
<center>Welcome to Epiphany!</center><br />
<br />
<center>Here you will find everything you need to understand Epiphany.</center><br />
== Basics ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Basics|Basics]]<br />
*[[Manual:Software_Updates|Software Updates]]<br />
:&nbsp;<br />
</div><br />
<br />
== SubSystems ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Reports|Reports]]<br />
*[[Manual:Pirouette|Pirouette]]<br />
*[[Manual:Electronic_Signatures|Electronic Signatures]]<br />
*[[Manual:Utilities|Utilities]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Applications ==<br />
<div style="column-count:3;-moz-column-count:3;-webkit-column-count:3"><br />
*[[Manual:Accounts_Payable|Accounts Payable]]<br />
*[[Manual:Accounts_Receivable|Accounts Receivable]]<br />
*[[Manual:General_Ledger|General Ledger]]<br />
*[[Manual:Inventory|Inventory]]<br />
:&nbsp;<br />
:&nbsp;<br />
</div><br />
<br />
== Screens ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Screens<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
== How-To ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=HowTo<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Mobile App ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=MobileApp<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Postings ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Postings<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== Utilities ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Utilities<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
== All Manual Items ==<br />
{{#dpl:<br />
|columns=3<br />
|namespace=Manual<br />
|shownamespace=false<br />
|ordermethod=title<br />
|order=ascending<br />
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul><br />
}}<br />
<br />
<br />
<small>[https://epiphanywiki.crystalcomputer.com/index.php?title=Main_Page&action=purge Purge cache of the Main Page]</small></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Accounts_Payable&diff=1014Manual:Accounts Payable2022-08-30T18:37:25Z<p>Admin.Pamm: /* Create An Automated Clearing House (ACH) File */</p>
<hr />
<div>=Accounts Payable=<br />
<br />
===Purchase Order===<br />
'''Menu Location:''' Inventory / Inventory PO / Purchase Order<br />
<br />
:1. Click '''Add'''<br />
:2. Enter '''Order From''' company<br />
:3. Enter '''Ship To''' company <br />
::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order)<br />
:4. Click '''Select Orders''' to choose Order (inserts Ref PO#)<br />
:5. Enter '''Purchase Order Lines''' and update as needed<br />
<br />
:'''Buttons'''<br><br />
:*'''Create Invoice''' – creates Accounts Receivable invoice for customer in '''Ship To'''<br />
:*'''Select Orders''' (start with empty record) – creates a purchase order from an order<br />
:*'''Receive PO''' – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt<br />
<br />
===Entering an Invoice===<br />
'''Menu Location:''' AP / AP Invoice<br />
{{EpiphanyHelpText|Screen|4}}<br />
:1. Select [[File:Add.png]] from the Toolbar<br />
:2. To Select from an existing Purchase Order, click [[File:Select_PO.png]]<br />
:::a. Information will auto-populate from existing Purchase order and fields can be updated as necessary, OR enter invoice manually:<br />
:::b. Enter Date (typically the date of the Invoice)<br />
:::c. Enter Vendor’s Name (if name doesn’t exist, click Add Record)<br />
:::d. Enter Person (optional)<br />
:::e. Address will automatically populate, if different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)<br />
:::f. Pay To field is auto-populated; however, if paid by Credit Card, then remove default Company and enter Credit Card Company<br />
:::g. Sup Inv# – Invoice number appearing on Invoice<br />
:::h. Terms – default (change if needed)<br />
:::i. Due date defaults to current date, but can be changed as needed<br />
:::j. Enter Quantity<br />
:::k. Enter or select Account then tab through Line Desc (auto-populated)<br />
:::l. Unit price may auto-populate, but can be updated as needed (tab through Line Desc, and Price fields)<br />
:::m. Enter any pertinent comments<br />
:::n. Save<br />
::::*Verify the total on the screen matches the total on the Invoice<br />
:Create RMA – creates an RMA for the purchase order displayed<br />
::1. Search for Invoice<br />
::2. Click RMA (assigns RMA #)<br />
::3. Review Purchase Order Line information<br />
<br />
===Inventory Receipt===<br />
'''Menu Location:''' Inventory / Inventory Receipt – actual receiving of product from a BOL/packing slip<br />
<br />
:1. Search to find Order<br />
:2. Click '''Create Invoice''' button<br />
::*Create RMA – creates an RMA for the purchase order displayed<br />
:1. Search for Invoice<br />
:2. Click RMA (assigns RMA #)<br />
:3. Review Purchase Order Line information<br />
<br />
===Pay Invoices===<br />
<br />
====Select/Approve AP Invoices====<br />
'''Menu Location:''' AP / Pay Invoices<br />
<br />
:1. Select unpaid AP invoices to be approved/paid by clicking on the invoice line. (To deselect, click the invoice line again).<br />
:2. Once all invoices to be approved have been selected, click [[File:ApprovalScreen.png]] in the lower right corner.<br />
<br />
====Create Payments==== <br />
'''Menu Location:''' AP / Prepare Checks<br />
<br />
:1. The AP Payment Approval screen shows all invoices selected to be paid and invoices needing approval before being paid.<br />
::a. To remove an invoice, select the invoice to be removed and click [[File:RemoveSelected.png]]. This will remove the invoice line and move it back to the Pay AP Invoices screen (unpaid invoices).<br />
::b. The total amount due of all the invoices approved will display at the bottom right of this screen. If an invoice is removed the total will be adjusted accordingly.<br />
:2. Click [[File:CreatePayments.png]] to create checks for these invoices.<br />
:3. The following pop-up will appear: <br />
::[[File:PrintChecksPopUp.png]]<br />
::a. Click '''Yes''' to open the check print dialog box and print the checks (see '''Print Checks''' section below).<br />
::b. Click '''No''' to create the payments without printing a physical check. <br />
:::i. These payments will be added to the Check Entry Table and can be printed any time.<br />
:::ii. The Check Entry Table can be viewed by going to the following menu location: AP / Check Entry/Edit.<br />
<br />
====Print Checks====<br />
'''Menu Location:''' AP / AP Reports / Print Checks <br />
<br />
=====Print Physical Checks=====<br />
<br />
:[[File:PrintChecksDialog.png]]<br />
::1. Select <b>Print Checks</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number (in the case of payments that do not have a physical check number attached to them, such as ACH and online payments, unique custom check numbers should be used)<br />
::4. Load printer with stock<br />
::5. Click Print <br />
:::a. Upon clicking Print the GL postings and journal entries take place and the check status on the check records changes to P<br />
:::b. To see a preview of the check click Preview. This will not print the check, post to GL, create the journal entries, or alter the check status<br />
<br />
=====Make An Online Payment=====<br />
<br />
:[[File:PrintDialogO.png]] <br />
::1. Select <b>Online Payment</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Post<br />
<br />
=====Create An Automated Clearing House (ACH) File=====<br />
<br />
:[[File:PrintDialogACH.png]] <br />
::1. Select <b>ACH File</b> radio button<br />
::2. Enter Account<br />
::3. Starting check number - OPTIONAL. If using check numbers for ACH, the first check number must start with a number of 10 or higher.<br />
::4. Click Create<br />
<br />
===Reprint A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
::1. Find Check Number to be reprinted<br />
::2. Click Re-Print button<br />
:::*Check Status will change to “R” for Reprint<br />
::3. Go to '''Menu Location:''' AP / AP Reports / Print Checks<br />
::4. Change Check Status to “R”<br />
::[[File:PrintChecksR.png]]<br />
::5. If paying from a non-standard checking GL account, enter the Account Number<br />
::6. Enter the Check Number from the physical check in the printer<br />
::7. Change Date if the check date is not today’s date<br />
::8. Click Print – In addition to printing the checks, the Check Printing process changes the Epiphany Database in the following ways:<br />
:::*Check Status is changed to “P” for Printed<br />
:::*The Check Number of the check is assigned<br />
:::*A Journal Entry is created removing dollars from Cash GL account, and balancing with the Check Distribution amount on the check<br />
<br />
===Reprint a Check Stub Notification for an Employee===<br />
'''Menu Locaton:''' Applications / Insight Reporting / Accounts Payable / Payment Notification<br />
<br />
:1. Navigate to the Payment Notification Report<br />
:2. Enter the Check Number of the check stub to reprint.<br />
:3. Print or Save Report.<br />
<br />
===Void A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit <br />
<br />
::1. Find Check Number to be Voided<br />
::2. Click Void Check button <br />
::*Check status will change to “V” for Void<br />
::*A Journal Entry is created to reverse the distributed amount<br />
<br />
===Check Entry/Edit===<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
The Check Entry/Edit screen is where check information can be entered and edited (when there is no AP Invoice). This screen also displays additional check information such as the check stub lines, check status, and the distributed amount of the check.<br />
<br />
Enter A Check:<br />
<br />
::1. Click [[File:Add3.png]]<br />
::2. Enter a check number<br />
::3. Select Person and/or Company (Lines below will autofill with the name and addresses attached to this Person or Company)<br />
::4. Enter account number<br />
::5. Enter distributed amount by entering the account number to be applied to and amount<br />
::6. Enter note for check stub lines (Optional)<br />
::7. Click [[File:Save.png]]<br />
<br />
Editing Check Information:<br />
<br />
::1. To edit check, click the [[File:Edit.png]] button, enter in the relevant check information, and then click the [[File:Save.png]] button.<br />
::2. To cancel an edit click the [[File:CancelEdit.png]] button.<br />
<br />
Check Statuses:<br />
<br />
::*R = Reprint (edit check and change status to R to reprint, or click the [[File:Re-Print.png]] button)<br />
::**A check with the status of ‘R’ will no longer be editable as it has been printed.<br />
::*X = Unprinted Check(check has not been printed yet)<br />
::*P = Printed(check has been printed)<br />
::**A check with the status of ‘P’ will no longer be editable as it has been printed.<br />
::**If Account Number is blank or Distributed Amount table has no entries, the check will not be printed.<br />
::*V = Voided(edit check and change status to V to void check, or click the [[File:VoidCheck.png]] button)<br />
::**A check with the status of ‘V’ will no longer be editable as it has been voided.<br />
::*O = Online<br />
::**Online checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*A = ACH<br />
::**ACH checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*Cleared Flag – Indicates when check has cleared.<br />
<br />
===Reports===<br />
<br />
:*Purchase Orders (Inventory / Inventory PO / Purchase Order or Open Purchase Orders) <br><br />
:*AP Aging <br><br />
:*See Insight Reporting for all available AP Reports <br></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Accounts_Payable&diff=1013Manual:Accounts Payable2022-08-16T21:25:12Z<p>Admin.Pamm: /* Create An Automated Clearing House (ACH) File */</p>
<hr />
<div>=Accounts Payable=<br />
<br />
===Purchase Order===<br />
'''Menu Location:''' Inventory / Inventory PO / Purchase Order<br />
<br />
:1. Click '''Add'''<br />
:2. Enter '''Order From''' company<br />
:3. Enter '''Ship To''' company <br />
::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order)<br />
:4. Click '''Select Orders''' to choose Order (inserts Ref PO#)<br />
:5. Enter '''Purchase Order Lines''' and update as needed<br />
<br />
:'''Buttons'''<br><br />
:*'''Create Invoice''' – creates Accounts Receivable invoice for customer in '''Ship To'''<br />
:*'''Select Orders''' (start with empty record) – creates a purchase order from an order<br />
:*'''Receive PO''' – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt<br />
<br />
===Entering an Invoice===<br />
'''Menu Location:''' AP / AP Invoice<br />
{{EpiphanyHelpText|Screen|4}}<br />
:1. Select [[File:Add.png]] from the Toolbar<br />
:2. To Select from an existing Purchase Order, click [[File:Select_PO.png]]<br />
:::a. Information will auto-populate from existing Purchase order and fields can be updated as necessary, OR enter invoice manually:<br />
:::b. Enter Date (typically the date of the Invoice)<br />
:::c. Enter Vendor’s Name (if name doesn’t exist, click Add Record)<br />
:::d. Enter Person (optional)<br />
:::e. Address will automatically populate, if different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)<br />
:::f. Pay To field is auto-populated; however, if paid by Credit Card, then remove default Company and enter Credit Card Company<br />
:::g. Sup Inv# – Invoice number appearing on Invoice<br />
:::h. Terms – default (change if needed)<br />
:::i. Due date defaults to current date, but can be changed as needed<br />
:::j. Enter Quantity<br />
:::k. Enter or select Account then tab through Line Desc (auto-populated)<br />
:::l. Unit price may auto-populate, but can be updated as needed (tab through Line Desc, and Price fields)<br />
:::m. Enter any pertinent comments<br />
:::n. Save<br />
::::*Verify the total on the screen matches the total on the Invoice<br />
:Create RMA – creates an RMA for the purchase order displayed<br />
::1. Search for Invoice<br />
::2. Click RMA (assigns RMA #)<br />
::3. Review Purchase Order Line information<br />
<br />
===Inventory Receipt===<br />
'''Menu Location:''' Inventory / Inventory Receipt – actual receiving of product from a BOL/packing slip<br />
<br />
:1. Search to find Order<br />
:2. Click '''Create Invoice''' button<br />
::*Create RMA – creates an RMA for the purchase order displayed<br />
:1. Search for Invoice<br />
:2. Click RMA (assigns RMA #)<br />
:3. Review Purchase Order Line information<br />
<br />
===Pay Invoices===<br />
<br />
====Select/Approve AP Invoices====<br />
'''Menu Location:''' AP / Pay Invoices<br />
<br />
:1. Select unpaid AP invoices to be approved/paid by clicking on the invoice line. (To deselect, click the invoice line again).<br />
:2. Once all invoices to be approved have been selected, click [[File:ApprovalScreen.png]] in the lower right corner.<br />
<br />
====Create Payments==== <br />
'''Menu Location:''' AP / Prepare Checks<br />
<br />
:1. The AP Payment Approval screen shows all invoices selected to be paid and invoices needing approval before being paid.<br />
::a. To remove an invoice, select the invoice to be removed and click [[File:RemoveSelected.png]]. This will remove the invoice line and move it back to the Pay AP Invoices screen (unpaid invoices).<br />
::b. The total amount due of all the invoices approved will display at the bottom right of this screen. If an invoice is removed the total will be adjusted accordingly.<br />
:2. Click [[File:CreatePayments.png]] to create checks for these invoices.<br />
:3. The following pop-up will appear: <br />
::[[File:PrintChecksPopUp.png]]<br />
::a. Click '''Yes''' to open the check print dialog box and print the checks (see '''Print Checks''' section below).<br />
::b. Click '''No''' to create the payments without printing a physical check. <br />
:::i. These payments will be added to the Check Entry Table and can be printed any time.<br />
:::ii. The Check Entry Table can be viewed by going to the following menu location: AP / Check Entry/Edit.<br />
<br />
====Print Checks====<br />
'''Menu Location:''' AP / AP Reports / Print Checks <br />
<br />
=====Print Physical Checks=====<br />
<br />
:[[File:PrintChecksDialog.png]]<br />
::1. Select <b>Print Checks</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number (in the case of payments that do not have a physical check number attached to them, such as ACH and online payments, unique custom check numbers should be used)<br />
::4. Load printer with stock<br />
::5. Click Print <br />
:::a. Upon clicking Print the GL postings and journal entries take place and the check status on the check records changes to P<br />
:::b. To see a preview of the check click Preview. This will not print the check, post to GL, create the journal entries, or alter the check status<br />
<br />
=====Make An Online Payment=====<br />
<br />
:[[File:PrintDialogO.png]] <br />
::1. Select <b>Online Payment</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Post<br />
<br />
=====Create An Automated Clearing House (ACH) File=====<br />
<br />
:[[File:PrintDialogACH.png]] <br />
::1. Select <b>ACH File</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Create<br />
<br />
===Reprint A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
::1. Find Check Number to be reprinted<br />
::2. Click Re-Print button<br />
:::*Check Status will change to “R” for Reprint<br />
::3. Go to '''Menu Location:''' AP / AP Reports / Print Checks<br />
::4. Change Check Status to “R”<br />
::[[File:PrintChecksR.png]]<br />
::5. If paying from a non-standard checking GL account, enter the Account Number<br />
::6. Enter the Check Number from the physical check in the printer<br />
::7. Change Date if the check date is not today’s date<br />
::8. Click Print – In addition to printing the checks, the Check Printing process changes the Epiphany Database in the following ways:<br />
:::*Check Status is changed to “P” for Printed<br />
:::*The Check Number of the check is assigned<br />
:::*A Journal Entry is created removing dollars from Cash GL account, and balancing with the Check Distribution amount on the check<br />
<br />
===Reprint a Check Stub Notification for an Employee===<br />
'''Menu Locaton:''' Applications / Insight Reporting / Accounts Payable / Payment Notification<br />
<br />
:1. Navigate to the Payment Notification Report<br />
:2. Enter the Check Number of the check stub to reprint.<br />
:3. Print or Save Report.<br />
<br />
===Void A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit <br />
<br />
::1. Find Check Number to be Voided<br />
::2. Click Void Check button <br />
::*Check status will change to “V” for Void<br />
::*A Journal Entry is created to reverse the distributed amount<br />
<br />
===Check Entry/Edit===<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
The Check Entry/Edit screen is where check information can be entered and edited (when there is no AP Invoice). This screen also displays additional check information such as the check stub lines, check status, and the distributed amount of the check.<br />
<br />
Enter A Check:<br />
<br />
::1. Click [[File:Add3.png]]<br />
::2. Enter a check number<br />
::3. Select Person and/or Company (Lines below will autofill with the name and addresses attached to this Person or Company)<br />
::4. Enter account number<br />
::5. Enter distributed amount by entering the account number to be applied to and amount<br />
::6. Enter note for check stub lines (Optional)<br />
::7. Click [[File:Save.png]]<br />
<br />
Editing Check Information:<br />
<br />
::1. To edit check, click the [[File:Edit.png]] button, enter in the relevant check information, and then click the [[File:Save.png]] button.<br />
::2. To cancel an edit click the [[File:CancelEdit.png]] button.<br />
<br />
Check Statuses:<br />
<br />
::*R = Reprint (edit check and change status to R to reprint, or click the [[File:Re-Print.png]] button)<br />
::**A check with the status of ‘R’ will no longer be editable as it has been printed.<br />
::*X = Unprinted Check(check has not been printed yet)<br />
::*P = Printed(check has been printed)<br />
::**A check with the status of ‘P’ will no longer be editable as it has been printed.<br />
::**If Account Number is blank or Distributed Amount table has no entries, the check will not be printed.<br />
::*V = Voided(edit check and change status to V to void check, or click the [[File:VoidCheck.png]] button)<br />
::**A check with the status of ‘V’ will no longer be editable as it has been voided.<br />
::*O = Online<br />
::**Online checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*A = ACH<br />
::**ACH checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*Cleared Flag – Indicates when check has cleared.<br />
<br />
===Reports===<br />
<br />
:*Purchase Orders (Inventory / Inventory PO / Purchase Order or Open Purchase Orders) <br><br />
:*AP Aging <br><br />
:*See Insight Reporting for all available AP Reports <br></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Accounts_Payable&diff=1012Manual:Accounts Payable2022-08-16T21:24:46Z<p>Admin.Pamm: /* Make An Online Payment */</p>
<hr />
<div>=Accounts Payable=<br />
<br />
===Purchase Order===<br />
'''Menu Location:''' Inventory / Inventory PO / Purchase Order<br />
<br />
:1. Click '''Add'''<br />
:2. Enter '''Order From''' company<br />
:3. Enter '''Ship To''' company <br />
::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order)<br />
:4. Click '''Select Orders''' to choose Order (inserts Ref PO#)<br />
:5. Enter '''Purchase Order Lines''' and update as needed<br />
<br />
:'''Buttons'''<br><br />
:*'''Create Invoice''' – creates Accounts Receivable invoice for customer in '''Ship To'''<br />
:*'''Select Orders''' (start with empty record) – creates a purchase order from an order<br />
:*'''Receive PO''' – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt<br />
<br />
===Entering an Invoice===<br />
'''Menu Location:''' AP / AP Invoice<br />
{{EpiphanyHelpText|Screen|4}}<br />
:1. Select [[File:Add.png]] from the Toolbar<br />
:2. To Select from an existing Purchase Order, click [[File:Select_PO.png]]<br />
:::a. Information will auto-populate from existing Purchase order and fields can be updated as necessary, OR enter invoice manually:<br />
:::b. Enter Date (typically the date of the Invoice)<br />
:::c. Enter Vendor’s Name (if name doesn’t exist, click Add Record)<br />
:::d. Enter Person (optional)<br />
:::e. Address will automatically populate, if different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)<br />
:::f. Pay To field is auto-populated; however, if paid by Credit Card, then remove default Company and enter Credit Card Company<br />
:::g. Sup Inv# – Invoice number appearing on Invoice<br />
:::h. Terms – default (change if needed)<br />
:::i. Due date defaults to current date, but can be changed as needed<br />
:::j. Enter Quantity<br />
:::k. Enter or select Account then tab through Line Desc (auto-populated)<br />
:::l. Unit price may auto-populate, but can be updated as needed (tab through Line Desc, and Price fields)<br />
:::m. Enter any pertinent comments<br />
:::n. Save<br />
::::*Verify the total on the screen matches the total on the Invoice<br />
:Create RMA – creates an RMA for the purchase order displayed<br />
::1. Search for Invoice<br />
::2. Click RMA (assigns RMA #)<br />
::3. Review Purchase Order Line information<br />
<br />
===Inventory Receipt===<br />
'''Menu Location:''' Inventory / Inventory Receipt – actual receiving of product from a BOL/packing slip<br />
<br />
:1. Search to find Order<br />
:2. Click '''Create Invoice''' button<br />
::*Create RMA – creates an RMA for the purchase order displayed<br />
:1. Search for Invoice<br />
:2. Click RMA (assigns RMA #)<br />
:3. Review Purchase Order Line information<br />
<br />
===Pay Invoices===<br />
<br />
====Select/Approve AP Invoices====<br />
'''Menu Location:''' AP / Pay Invoices<br />
<br />
:1. Select unpaid AP invoices to be approved/paid by clicking on the invoice line. (To deselect, click the invoice line again).<br />
:2. Once all invoices to be approved have been selected, click [[File:ApprovalScreen.png]] in the lower right corner.<br />
<br />
====Create Payments==== <br />
'''Menu Location:''' AP / Prepare Checks<br />
<br />
:1. The AP Payment Approval screen shows all invoices selected to be paid and invoices needing approval before being paid.<br />
::a. To remove an invoice, select the invoice to be removed and click [[File:RemoveSelected.png]]. This will remove the invoice line and move it back to the Pay AP Invoices screen (unpaid invoices).<br />
::b. The total amount due of all the invoices approved will display at the bottom right of this screen. If an invoice is removed the total will be adjusted accordingly.<br />
:2. Click [[File:CreatePayments.png]] to create checks for these invoices.<br />
:3. The following pop-up will appear: <br />
::[[File:PrintChecksPopUp.png]]<br />
::a. Click '''Yes''' to open the check print dialog box and print the checks (see '''Print Checks''' section below).<br />
::b. Click '''No''' to create the payments without printing a physical check. <br />
:::i. These payments will be added to the Check Entry Table and can be printed any time.<br />
:::ii. The Check Entry Table can be viewed by going to the following menu location: AP / Check Entry/Edit.<br />
<br />
====Print Checks====<br />
'''Menu Location:''' AP / AP Reports / Print Checks <br />
<br />
=====Print Physical Checks=====<br />
<br />
:[[File:PrintChecksDialog.png]]<br />
::1. Select <b>Print Checks</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number (in the case of payments that do not have a physical check number attached to them, such as ACH and online payments, unique custom check numbers should be used)<br />
::4. Load printer with stock<br />
::5. Click Print <br />
:::a. Upon clicking Print the GL postings and journal entries take place and the check status on the check records changes to P<br />
:::b. To see a preview of the check click Preview. This will not print the check, post to GL, create the journal entries, or alter the check status<br />
<br />
=====Make An Online Payment=====<br />
<br />
:[[File:PrintDialogO.png]] <br />
::1. Select <b>Online Payment</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Post<br />
<br />
=====Create An Automated Clearing House (ACH) File=====<br />
<br />
:[[File:PrintDialogACH.png]] <br />
::1. Select ‘ACH File’ radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Create<br />
<br />
===Reprint A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
::1. Find Check Number to be reprinted<br />
::2. Click Re-Print button<br />
:::*Check Status will change to “R” for Reprint<br />
::3. Go to '''Menu Location:''' AP / AP Reports / Print Checks<br />
::4. Change Check Status to “R”<br />
::[[File:PrintChecksR.png]]<br />
::5. If paying from a non-standard checking GL account, enter the Account Number<br />
::6. Enter the Check Number from the physical check in the printer<br />
::7. Change Date if the check date is not today’s date<br />
::8. Click Print – In addition to printing the checks, the Check Printing process changes the Epiphany Database in the following ways:<br />
:::*Check Status is changed to “P” for Printed<br />
:::*The Check Number of the check is assigned<br />
:::*A Journal Entry is created removing dollars from Cash GL account, and balancing with the Check Distribution amount on the check<br />
<br />
===Reprint a Check Stub Notification for an Employee===<br />
'''Menu Locaton:''' Applications / Insight Reporting / Accounts Payable / Payment Notification<br />
<br />
:1. Navigate to the Payment Notification Report<br />
:2. Enter the Check Number of the check stub to reprint.<br />
:3. Print or Save Report.<br />
<br />
===Void A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit <br />
<br />
::1. Find Check Number to be Voided<br />
::2. Click Void Check button <br />
::*Check status will change to “V” for Void<br />
::*A Journal Entry is created to reverse the distributed amount<br />
<br />
===Check Entry/Edit===<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
The Check Entry/Edit screen is where check information can be entered and edited (when there is no AP Invoice). This screen also displays additional check information such as the check stub lines, check status, and the distributed amount of the check.<br />
<br />
Enter A Check:<br />
<br />
::1. Click [[File:Add3.png]]<br />
::2. Enter a check number<br />
::3. Select Person and/or Company (Lines below will autofill with the name and addresses attached to this Person or Company)<br />
::4. Enter account number<br />
::5. Enter distributed amount by entering the account number to be applied to and amount<br />
::6. Enter note for check stub lines (Optional)<br />
::7. Click [[File:Save.png]]<br />
<br />
Editing Check Information:<br />
<br />
::1. To edit check, click the [[File:Edit.png]] button, enter in the relevant check information, and then click the [[File:Save.png]] button.<br />
::2. To cancel an edit click the [[File:CancelEdit.png]] button.<br />
<br />
Check Statuses:<br />
<br />
::*R = Reprint (edit check and change status to R to reprint, or click the [[File:Re-Print.png]] button)<br />
::**A check with the status of ‘R’ will no longer be editable as it has been printed.<br />
::*X = Unprinted Check(check has not been printed yet)<br />
::*P = Printed(check has been printed)<br />
::**A check with the status of ‘P’ will no longer be editable as it has been printed.<br />
::**If Account Number is blank or Distributed Amount table has no entries, the check will not be printed.<br />
::*V = Voided(edit check and change status to V to void check, or click the [[File:VoidCheck.png]] button)<br />
::**A check with the status of ‘V’ will no longer be editable as it has been voided.<br />
::*O = Online<br />
::**Online checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*A = ACH<br />
::**ACH checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*Cleared Flag – Indicates when check has cleared.<br />
<br />
===Reports===<br />
<br />
:*Purchase Orders (Inventory / Inventory PO / Purchase Order or Open Purchase Orders) <br><br />
:*AP Aging <br><br />
:*See Insight Reporting for all available AP Reports <br></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Accounts_Payable&diff=1011Manual:Accounts Payable2022-08-16T21:24:10Z<p>Admin.Pamm: /* Print Physical Checks */</p>
<hr />
<div>=Accounts Payable=<br />
<br />
===Purchase Order===<br />
'''Menu Location:''' Inventory / Inventory PO / Purchase Order<br />
<br />
:1. Click '''Add'''<br />
:2. Enter '''Order From''' company<br />
:3. Enter '''Ship To''' company <br />
::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order)<br />
:4. Click '''Select Orders''' to choose Order (inserts Ref PO#)<br />
:5. Enter '''Purchase Order Lines''' and update as needed<br />
<br />
:'''Buttons'''<br><br />
:*'''Create Invoice''' – creates Accounts Receivable invoice for customer in '''Ship To'''<br />
:*'''Select Orders''' (start with empty record) – creates a purchase order from an order<br />
:*'''Receive PO''' – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt<br />
<br />
===Entering an Invoice===<br />
'''Menu Location:''' AP / AP Invoice<br />
{{EpiphanyHelpText|Screen|4}}<br />
:1. Select [[File:Add.png]] from the Toolbar<br />
:2. To Select from an existing Purchase Order, click [[File:Select_PO.png]]<br />
:::a. Information will auto-populate from existing Purchase order and fields can be updated as necessary, OR enter invoice manually:<br />
:::b. Enter Date (typically the date of the Invoice)<br />
:::c. Enter Vendor’s Name (if name doesn’t exist, click Add Record)<br />
:::d. Enter Person (optional)<br />
:::e. Address will automatically populate, if different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)<br />
:::f. Pay To field is auto-populated; however, if paid by Credit Card, then remove default Company and enter Credit Card Company<br />
:::g. Sup Inv# – Invoice number appearing on Invoice<br />
:::h. Terms – default (change if needed)<br />
:::i. Due date defaults to current date, but can be changed as needed<br />
:::j. Enter Quantity<br />
:::k. Enter or select Account then tab through Line Desc (auto-populated)<br />
:::l. Unit price may auto-populate, but can be updated as needed (tab through Line Desc, and Price fields)<br />
:::m. Enter any pertinent comments<br />
:::n. Save<br />
::::*Verify the total on the screen matches the total on the Invoice<br />
:Create RMA – creates an RMA for the purchase order displayed<br />
::1. Search for Invoice<br />
::2. Click RMA (assigns RMA #)<br />
::3. Review Purchase Order Line information<br />
<br />
===Inventory Receipt===<br />
'''Menu Location:''' Inventory / Inventory Receipt – actual receiving of product from a BOL/packing slip<br />
<br />
:1. Search to find Order<br />
:2. Click '''Create Invoice''' button<br />
::*Create RMA – creates an RMA for the purchase order displayed<br />
:1. Search for Invoice<br />
:2. Click RMA (assigns RMA #)<br />
:3. Review Purchase Order Line information<br />
<br />
===Pay Invoices===<br />
<br />
====Select/Approve AP Invoices====<br />
'''Menu Location:''' AP / Pay Invoices<br />
<br />
:1. Select unpaid AP invoices to be approved/paid by clicking on the invoice line. (To deselect, click the invoice line again).<br />
:2. Once all invoices to be approved have been selected, click [[File:ApprovalScreen.png]] in the lower right corner.<br />
<br />
====Create Payments==== <br />
'''Menu Location:''' AP / Prepare Checks<br />
<br />
:1. The AP Payment Approval screen shows all invoices selected to be paid and invoices needing approval before being paid.<br />
::a. To remove an invoice, select the invoice to be removed and click [[File:RemoveSelected.png]]. This will remove the invoice line and move it back to the Pay AP Invoices screen (unpaid invoices).<br />
::b. The total amount due of all the invoices approved will display at the bottom right of this screen. If an invoice is removed the total will be adjusted accordingly.<br />
:2. Click [[File:CreatePayments.png]] to create checks for these invoices.<br />
:3. The following pop-up will appear: <br />
::[[File:PrintChecksPopUp.png]]<br />
::a. Click '''Yes''' to open the check print dialog box and print the checks (see '''Print Checks''' section below).<br />
::b. Click '''No''' to create the payments without printing a physical check. <br />
:::i. These payments will be added to the Check Entry Table and can be printed any time.<br />
:::ii. The Check Entry Table can be viewed by going to the following menu location: AP / Check Entry/Edit.<br />
<br />
====Print Checks====<br />
'''Menu Location:''' AP / AP Reports / Print Checks <br />
<br />
=====Print Physical Checks=====<br />
<br />
:[[File:PrintChecksDialog.png]]<br />
::1. Select <b>Print Checks</b> radio button<br />
::2. Enter Account<br />
::3. Enter starting check number (in the case of payments that do not have a physical check number attached to them, such as ACH and online payments, unique custom check numbers should be used)<br />
::4. Load printer with stock<br />
::5. Click Print <br />
:::a. Upon clicking Print the GL postings and journal entries take place and the check status on the check records changes to P<br />
:::b. To see a preview of the check click Preview. This will not print the check, post to GL, create the journal entries, or alter the check status<br />
<br />
=====Make An Online Payment=====<br />
<br />
:[[File:PrintDialogO.png]] <br />
::1. Select ‘Online Payment’ radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Post<br />
<br />
=====Create An Automated Clearing House (ACH) File=====<br />
<br />
:[[File:PrintDialogACH.png]] <br />
::1. Select ‘ACH File’ radio button<br />
::2. Enter Account<br />
::3. Enter starting check number<br />
::4. Click Create<br />
<br />
===Reprint A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
::1. Find Check Number to be reprinted<br />
::2. Click Re-Print button<br />
:::*Check Status will change to “R” for Reprint<br />
::3. Go to '''Menu Location:''' AP / AP Reports / Print Checks<br />
::4. Change Check Status to “R”<br />
::[[File:PrintChecksR.png]]<br />
::5. If paying from a non-standard checking GL account, enter the Account Number<br />
::6. Enter the Check Number from the physical check in the printer<br />
::7. Change Date if the check date is not today’s date<br />
::8. Click Print – In addition to printing the checks, the Check Printing process changes the Epiphany Database in the following ways:<br />
:::*Check Status is changed to “P” for Printed<br />
:::*The Check Number of the check is assigned<br />
:::*A Journal Entry is created removing dollars from Cash GL account, and balancing with the Check Distribution amount on the check<br />
<br />
===Reprint a Check Stub Notification for an Employee===<br />
'''Menu Locaton:''' Applications / Insight Reporting / Accounts Payable / Payment Notification<br />
<br />
:1. Navigate to the Payment Notification Report<br />
:2. Enter the Check Number of the check stub to reprint.<br />
:3. Print or Save Report.<br />
<br />
===Void A Check===<br />
<br />
'''Menu Location:''' AP / Check Entry/Edit <br />
<br />
::1. Find Check Number to be Voided<br />
::2. Click Void Check button <br />
::*Check status will change to “V” for Void<br />
::*A Journal Entry is created to reverse the distributed amount<br />
<br />
===Check Entry/Edit===<br />
'''Menu Location:''' AP / Check Entry/Edit<br />
<br />
The Check Entry/Edit screen is where check information can be entered and edited (when there is no AP Invoice). This screen also displays additional check information such as the check stub lines, check status, and the distributed amount of the check.<br />
<br />
Enter A Check:<br />
<br />
::1. Click [[File:Add3.png]]<br />
::2. Enter a check number<br />
::3. Select Person and/or Company (Lines below will autofill with the name and addresses attached to this Person or Company)<br />
::4. Enter account number<br />
::5. Enter distributed amount by entering the account number to be applied to and amount<br />
::6. Enter note for check stub lines (Optional)<br />
::7. Click [[File:Save.png]]<br />
<br />
Editing Check Information:<br />
<br />
::1. To edit check, click the [[File:Edit.png]] button, enter in the relevant check information, and then click the [[File:Save.png]] button.<br />
::2. To cancel an edit click the [[File:CancelEdit.png]] button.<br />
<br />
Check Statuses:<br />
<br />
::*R = Reprint (edit check and change status to R to reprint, or click the [[File:Re-Print.png]] button)<br />
::**A check with the status of ‘R’ will no longer be editable as it has been printed.<br />
::*X = Unprinted Check(check has not been printed yet)<br />
::*P = Printed(check has been printed)<br />
::**A check with the status of ‘P’ will no longer be editable as it has been printed.<br />
::**If Account Number is blank or Distributed Amount table has no entries, the check will not be printed.<br />
::*V = Voided(edit check and change status to V to void check, or click the [[File:VoidCheck.png]] button)<br />
::**A check with the status of ‘V’ will no longer be editable as it has been voided.<br />
::*O = Online<br />
::**Online checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*A = ACH<br />
::**ACH checks produce a file instead of a physical check when printed. The file location can be set/found in defaults on the ‘Checks’ tab in the ‘ACH File Path’ field.<br />
::*Cleared Flag – Indicates when check has cleared.<br />
<br />
===Reports===<br />
<br />
:*Purchase Orders (Inventory / Inventory PO / Purchase Order or Open Purchase Orders) <br><br />
:*AP Aging <br><br />
:*See Insight Reporting for all available AP Reports <br></div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1010HowTo:Update Markup Price Group2022-08-15T16:48:30Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to update the markup and discounts for this group.<br />
:3. <b>Edit</b> this screen to update the markup percentages and discounts as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1009HowTo:Update Markup Price Group2022-08-15T16:47:25Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to update the markup and discounts for this group.<br />
:3. <b>Edit</b> this screen to update the markup percentages and discounts as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1008HowTo:Update Markup Price Group2022-08-15T16:47:06Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to update the markup and discounts for this group.<br />
:3. <b>Edit</b> this screen to update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1007HowTo:Update Markup Price Group2022-08-15T16:46:14Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to update the markup and discounts for this group.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1006HowTo:Update Markup Price Group2022-08-15T16:45:32Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to update.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1005HowTo:Update Markup Price Group2022-08-15T16:44:54Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> for the markup group to be updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1004HowTo:Update Markup Price Group2022-08-15T16:43:41Z<p>Admin.Pamm: /* Markup Price Group */</p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the <b>Markup Price Group Screen</b> to ge updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1003HowTo:Update Markup Price Group2022-08-15T16:42:24Z<p>Admin.Pamm: </p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the Markup Price Group to ge updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls <b>RecalcInvMarkup</b> function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1002HowTo:Update Markup Price Group2022-08-15T16:41:56Z<p>Admin.Pamm: </p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the Markup Price Group to ge updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls “RecalcInvMarkup” function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1001HowTo:Update Markup Price Group2022-08-15T16:40:29Z<p>Admin.Pamm: </p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the Markup Price Group to ge updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory markup percentages of inventory records attached to this group. For each inventory item it then calls “RecalcInvMakup” function. When this operation is completed all the inventory items in this markup group will have the same markup/discounts applied, and the have the prices updated accordingly.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=1000HowTo:Update Markup Price Group2022-08-15T16:33:34Z<p>Admin.Pamm: </p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the Markup Price Group to ge updated.<br />
:3. Update the markup percentages as needed.<br />
:4. Click [[File:Update.JPG]]<br />
:: Note: This will update all inventory attached to this Markup Group record.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:Update.JPG&diff=999File:Update.JPG2022-08-15T16:30:53Z<p>Admin.Pamm: Update button. This button is on the Markup Price Group Screen and possibly other screens.</p>
<hr />
<div>== Summary ==<br />
Update button. This button is on the Markup Price Group Screen and possibly other screens.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=998HowTo:Update Markup Price Group2022-08-15T16:28:39Z<p>Admin.Pamm: </p>
<hr />
<div>== Markup Price Group ==<br />
<b><font color="red">DO NOT ATTEMPT TO UPDATE MARKUP PRICE GROUP UNLESS YOU UNDERSTAND WHAT ALL IT IMPACTS.</font></b><br><br />
<br />
'''Menu Location:''' Inventory / Inventory<br><br />
<br><br />
To update the Markup Price for all inventory items in the same Markup Price group:<br />
:1. Select an Inventory Part Number linked to the Markup Price Group to be updated.<br />
:2. Double-click the <b>Markup Group</b> field to open the Markup Price Group to ge updated.<br />
:3. Update the markup % as needed.<br />
:4. Click the</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Update_Markup_Price_Group&diff=997HowTo:Update Markup Price Group2022-08-15T16:16:28Z<p>Admin.Pamm: Created page with "content here"</p>
<hr />
<div>content here</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=996HowTo:Import Manager2022-08-11T20:54:58Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE UNLESS YOU HAVE BEEN GIVEN THE SPECIFIC FILE FORMAT.</font></b><br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::: [[File:ImportDataCriteria.JPG]]<br />
::* Click [[File:LoadFile.JPG]]<br />
::* Navigate to the folder location of the file to be imported, select the file, click <b>Open</b><br />
::* Ignore <b>Attached Record</b> and <b>Rel Type</b> unless given specific instructions from the Database Administrator<br />
::* Keep default for <b>Log History</b> (should be checked)<br />
::* Click [[File:Import.JPG]]<br />
::* A pop-up will appear when the import is complete.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=995HowTo:Import Manager2022-08-11T20:43:23Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE NOT IN THE CORRECT FORMAT.</font></b><br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::: [[File:ImportDataCriteria.JPG]]<br />
::* Click [[File:LoadFile.JPG]]<br />
::* Navigate to the folder location of the file to be imported, select the file, click <b>Open</b><br />
::* Ignore <b>Attached Record</b> and <b>Rel Type</b> unless given specific instructions from the Database Administrator<br />
::* Keep default for <b>Log History</b> (should be checked)<br />
::* Click [[File:Import.JPG]]<br />
::* A pop-up will appear when the import is complete.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=994HowTo:Import Manager2022-08-11T20:43:06Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE NOT IN THE CORRECT FORMAT.</font></b><br><br />
<br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::: [[File:ImportDataCriteria.JPG]]<br />
::* Click [[File:LoadFile.JPG]]<br />
::* Navigate to the folder location of the file to be imported, select the file, click <b>Open</b><br />
::* Ignore <b>Attached Record</b> and <b>Rel Type</b> unless given specific instructions from the Database Administrator<br />
::* Keep default for <b>Log History</b> (should be checked)<br />
::* Click [[File:Import.JPG]]<br />
::* A pop-up will appear when the import is complete.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=993HowTo:Import Manager2022-08-11T20:42:19Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font></b><br><br />
<br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::: [[File:ImportDataCriteria.JPG]]<br />
::* Click [[File:LoadFile.JPG]]<br />
::* Navigate to the folder location of the file to be imported, select the file, click <b>Open</b><br />
::* Ignore <b>Attached Record</b> and <b>Rel Type</b> unless given specific instructions from the Database Administrator<br />
::* Keep default for <b>Log History</b> (should be checked)<br />
::* Click [[File:Import.JPG]]<br />
::* A pop-up will appear when the import is complete.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=992HowTo:Import Manager2022-08-11T20:39:52Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font></b><br><br />
<br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::: [[File:ImportDataCriteria.JPG]]<br />
::* Click [[File:LoadFile.JPG]]<br />
::* Navigate to the folder location of the file to be imported, select the file, click <b>Open</b><br />
::* Ignore <b>Attached Record</b> and <b>Rel Type</b> unless given specific instructions from the Database Administrator<br />
::* Keep default for <b>Log History</b> (should be checked)<br />
::* Click [[File:Import.JPG]]</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=991HowTo:Import Manager2022-08-11T20:35:54Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font></b><br><br />
<br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::* Click</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=990HowTo:Import Manager2022-08-11T20:35:30Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font><br><br />
<br><br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::* Click</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=989HowTo:Import Manager2022-08-11T20:35:13Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font><br><br />
<br><br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::* Click</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=988HowTo:Import Manager2022-08-11T20:34:57Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<b><font color="red">DO NOT ATTEMPT TO IMPORT A FILE.</font><br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::* Click</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:Import.JPG&diff=987File:Import.JPG2022-08-11T20:21:31Z<p>Admin.Pamm: Import button on Import Data Criteria on Import Manager Input Screen</p>
<hr />
<div>== Summary ==<br />
Import button on Import Data Criteria on Import Manager Input Screen</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:LoadFile.JPG&diff=986File:LoadFile.JPG2022-08-11T20:20:42Z<p>Admin.Pamm: Load File button on Import Data Criteria from Import Manager Input > Import Data</p>
<hr />
<div>== Summary ==<br />
Load File button on Import Data Criteria from Import Manager Input > Import Data</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=985HowTo:Import Manager2022-08-11T20:18:25Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png|100px]]<br />
::* Click</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:ImportDataCriteria.JPG&diff=984File:ImportDataCriteria.JPG2022-08-11T20:14:13Z<p>Admin.Pamm: Import Manager > Import Data button</p>
<hr />
<div>== Summary ==<br />
Import Manager > Import Data button</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=983HowTo:Import Manager2022-08-11T20:07:28Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click [[File:Import Data.png]]<br />
::*</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=982HowTo:Import Manager2022-08-11T20:04:57Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::* Click the <br />
::*</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:Import_Data.png&diff=981File:Import Data.png2022-08-11T20:03:54Z<p>Admin.Pamm: </p>
<hr />
<div>Import Data Button on Import Manager Input screen.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=980HowTo:Import Manager2022-08-11T20:02:01Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::*</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=979HowTo:Import Manager2022-08-11T20:01:50Z<p>Admin.Pamm: /* Import Manager */</p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br><br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::*</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=978HowTo:Import Manager2022-08-11T20:01:16Z<p>Admin.Pamm: </p>
<hr />
<div>== Import Manager ==<br />
<br />
'''Menu Location:''' Administration Application: Utilities / Import Manager<br />
From the Search screen, select the Import Description for the import needed.<br />
:1. Click Search<br />
::* Select the corresponding Import from the Import Description column.<br />
::*</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Import_Manager&diff=977HowTo:Import Manager2022-08-11T19:53:09Z<p>Admin.Pamm: Created page with "content here"</p>
<hr />
<div>content here</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=HowTo:Refund_Unapplied_Payment&diff=976HowTo:Refund Unapplied Payment2021-12-21T22:43:49Z<p>Admin.Pamm: </p>
<hr />
<div>To issue a check for an unapplied payment amount, go to the Pay AR Invoices Screen, then:<br />
<br />
::1. Select the unapplied payment line and nothing else (this filters the Invoices to Pay by that Customer)<br />
::2. Select the unapplied payment line again and nothing else (it will appear highlighted)<br />
::3. Click <b>Record Payment</b> button<br />
::4. Click <b>No</b> to this prompt:<br />
::[[File:UnappliedPymt1.png]]<br />
::5. Cick <b>Yes</b> to this prompt:<br />
::[[File:UnappliedPymt2.png]]<br />
::6. A new check record is created. <br />
<br />
Note: All payments are considered a “check” in Epiphany. If a physical check is not the payment method, the only difference is after the check is created, change the Checking GL Account number from cash to the appropriate GL Account (i.e. PayPal) on the Check Screen, and then “Print” the “check” like you would any other non-physical check.</div>Admin.Pammhttps://epiphanywiki.crystalcomputer.com/index.php?title=File:UnappliedPymt2.png&diff=975File:UnappliedPymt2.png2021-12-21T22:43:04Z<p>Admin.Pamm: </p>
<hr />
<div></div>Admin.Pamm