Manual:Utilities: Difference between revisions
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[[Category:Subsystems]] | |||
== Check Document Maintenance Utility == | == Check Document Maintenance Utility == | ||
'''Menu | '''Menu Location:''' Main / Utilities / Check Document Maintenance | ||
'''What It Does:''' | '''What It Does:''' | ||
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== Fix Account Balance == | == Fix Account Balance == | ||
'''Menu Locations:''' | '''Menu Locations:''' | ||
:*Main / Utilities / Fix Account Balance | |||
:*Accounting / General Ledger / Fix Account Balance<br> | |||
'''What It Does:''' | '''What It Does:''' | ||
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== Fix AP Invoices == | == Fix AP Invoices == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Fix AP Invoices<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
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== Fix AR Invoice Payments == | == Fix AR Invoice Payments == | ||
'''Menu Locations:''' | '''Menu Locations:''' | ||
: | :*Main > Utilities > Fix AR Invoice Payments<br> | ||
: | :*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts. | ::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts. | ||
== Fix Inventory Quantity == | == Fix Inventory Quantity == | ||
'''Menu Locations:''' | '''Menu Locations:''' | ||
:*Main > Utilities > Fix Inventory Quantity | :*Main > Utilities > Fix Inventory Quantity | ||
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity | :*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity | ||
:*Inventory > Inventory > Fix Inventory Quantity | :*Inventory > Inventory > Fix Inventory Quantity<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
| Line 41: | Line 45: | ||
:*Main > Utilities > Fix Journal Entries | :*Main > Utilities > Fix Journal Entries | ||
:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity | :*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity | ||
:*Accounting > General Ledger > Utilities > Fix Journal Entries | :*Accounting > General Ledger > Utilities > Fix Journal Entries<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
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== Recalc Inventory Acct Balance == | == Recalc Inventory Acct Balance == | ||
'''Menu Locations:''' | '''Menu Locations:''' | ||
: | :*Main > Utilities > Recalc Inventory Acct Balance<br> | ||
: | :*Accounting > Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br> | ||
: | :*Inventory > Inventory > Utilities > Recalc Inventory Acct Balance<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Recalc Inventory Acct Balance utility runs a recalculation of the inventory account balances to correct any erroneous calculations. | ::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. | ||
== Inventory Category Link == | == Inventory Category Link == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Inventory Category Link<br> | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one. | ::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one. | ||
== Update Inventory Pricing == | == Update Inventory Pricing == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Update Inventory Pricing | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Update Inventory Pricing utility will update all inventory item prices based on the current markup percentage and cost of the item. | ::The Update Inventory Pricing utility will update all inventory item prices based on the current markup percentage and cost of the item. | ||
== Efficiency Utility == | == Efficiency Utility == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Efficiency Utility | ||
'''What It Does:''' | '''What It Does:''' | ||
::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. | ::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. | ||
== Peerless Import == | == Peerless Import == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Peerless Import | ||
'''What It Does''' | '''What It Does''' | ||
::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table. | ::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table. | ||
== Assembly Cost Update == | == Assembly Cost Update == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Assembly Cost Update | ||
'''What It Does''' | '''What It Does''' | ||
::The Assembly Cost Update utility updates the cost on all assembly items. | ::The Assembly Cost Update utility updates the cost on all assembly items. | ||
== Create Employee Reviews == | == Create Employee Reviews == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Create Employee Reviews | ||
'''What It Does''' | '''What It Does''' | ||
::The Create Employee Reviews utility creates employee reviews based off | ::The Create Employee Reviews utility creates employee reviews based off employee records and review questions. | ||
== EDI Maintenance == | == EDI Maintenance == | ||
'''Menu | '''Menu Location:''' Main > Utilities > EDI Maintenance | ||
'''What It Does''' | '''What It Does''' | ||
::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files. | ::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files. | ||
== Fix History == | == Fix History == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Fix History | ||
'''What It Does''' | '''What It Does''' | ||
::The Fix History utility searches for duplicate records within the transaction log, relationships log, and the transactions add/delete log and removes them. | ::The Fix History utility searches for duplicate records within the transaction log, relationships log, and the transactions add/delete log and removes them. | ||
== Web Service == | == Web Service == | ||
'''Menu | '''Menu Location:''' Main > Utilities > Web Service | ||
'''What It Does:''' | '''What It Does:''' | ||
::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. | ::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. | ||
== Index Maintenance == | == Index Maintenance == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Index Maintenance | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system. | ::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system. | ||
== Repair Relationships == | == Repair Relationships == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Repair Relationships | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Repair Relationships utility searches for and repairs relationships with null values and null ID's. The utility also verifies | ::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. | ||
== Background Processing == | == Background Processing == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Background Processing | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Background Processing utility displays the status of any background processes in the system. | ::The Background Processing utility displays the status of any background processes in the system. | ||
== Import Manager == | == Import Manager == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Import Manager | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Import Manager utility opens the Import Manager, which is a tool used to import new data into the system | ::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. | ||
== Export Manager == | == Export Manager == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Export Manager | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system. | ::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system. | ||
== Batch Delete == | == Batch Delete == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Batch Delete | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter. | ::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter. | ||
== Import EPI File == | == Import EPI File == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Import EPI File | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Import EPI File utility imports an EPI file from the local file system. | ::The Import EPI File utility imports an EPI file from the local file system. | ||
== Epiphany Client Update == | == Epiphany Client Update == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Epiphany Client Update | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Epiphany Client Update utility updates the client for terminal service users. | ::The Epiphany Client Update utility updates the client for terminal service users. | ||
== Web Update == | == Web Update == | ||
'''Menu | '''Menu Location:''' Administration > Utilities > Web Update | ||
'''What It Does:''' | '''What It Does:''' | ||
::The Web Update utility updates Epiphany to the most recent version via the web. | ::The [https://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Software_Updates#Web_Update Web Update] utility updates Epiphany to the most recent version via the web. | ||