Manual:Utilities: Difference between revisions

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[[Category:Subsystems]]

== Check Document Maintenance Utility ==

'''Menu Location:''' Main / Utilities / Check Document Maintenance

'''What It Does:'''

::The Check Document Maintenance utility will import the file and link the information from the Check Register Import to the scanned documents.

:::To run the utility, click 'OK' on the window below:

:::[[File:Utilities_Check_Document_Maintenance_Import.JPG]]

:::Your local computer's file explorer will appear. Select the check batch file to be imported and click 'Open'.

:::The file will be imported. When the import is complete you will receive a window that says 'Done'.

== Fix Account Balance ==

'''Menu Locations:'''

::Main / Utilities / Fix Account Balance~~ ~~

:*Main / Utilities / Fix Account Balance

::Accounting / General Ledger / Fix Account Balance

:*Accounting / General Ledger / Fix Account Balance

'''What It Does:'''

::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.

== Fix AP Invoices ==

'''Menu Location:''' Main > Utilities > Fix AP Invoices

'''What It Does:'''

::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.

== Fix AR Invoice Payments ==

'''Menu Locations:'''

:*Main > Utilities > Fix AR Invoice Payments

:*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments

'''What It Does:'''

::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts.

== Fix Inventory Quantity ==

'''Menu Locations:'''

:*Main > Utilities > Fix Inventory Quantity

:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity

:*Inventory > Inventory > Fix Inventory Quantity

'''What It Does:'''

::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.

== Fix Journal Entries ==

'''Menu Locations:'''

:*Main > Utilities > Fix Journal Entries

:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity

:*Accounting > General Ledger > Utilities > Fix Journal Entries

'''What It Does:'''

::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.

== Recalc Inventory Acct Balance ==

'''Menu Locations:'''

:*Main > Utilities > Recalc Inventory Acct Balance

:*Accounting > Inventory > Inventory > Utilities > Recalc Inventory Acct Balance

:*Inventory > Inventory > Utilities > Recalc Inventory Acct Balance

'''What It Does:'''

::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 ==

'''Menu Location:''' Main > Utilities > Inventory Category Link

'''What It Does:'''

::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one.

== Update Inventory Pricing ==

'''Menu Location:''' Main > Utilities > Update Inventory Pricing

'''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.

== Efficiency Utility ==

'''Menu Location:''' Main > Utilities > Efficiency Utility

'''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.

== Peerless Import ==

'''Menu Location:''' Main > Utilities > Peerless Import

'''What It Does'''

::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table.

== Assembly Cost Update ==

'''Menu Location:''' Main > Utilities > Assembly Cost Update

'''What It Does'''

::The Assembly Cost Update utility updates the cost on all assembly items.

== Create Employee Reviews ==

'''Menu Location:''' Main > Utilities > Create Employee Reviews

'''What It Does'''

::The Create Employee Reviews utility creates employee reviews based off employee records and review questions.

== EDI Maintenance ==

'''Menu Location:''' Main > Utilities > EDI Maintenance

'''What It Does'''

::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files.

== Fix History ==

'''Menu Location:''' Main > Utilities > Fix History

'''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.

== Web Service ==

'''Menu Location:''' Main > Utilities > Web Service

'''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.

== Index Maintenance ==

'''Menu Location:''' Administration > Utilities > Index Maintenance

'''What It Does:'''

::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system.

== Repair Relationships ==

'''Menu Location:''' Administration > Utilities > Repair Relationships

'''What It Does:'''

::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 ==

'''Menu Location:''' Administration > Utilities > Background Processing

'''What It Does:'''

::The Background Processing utility displays the status of any background processes in the system.

== Import Manager ==

'''Menu Location:''' Administration > Utilities > Import Manager

'''What It Does:'''

::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 ==

'''Menu Location:''' Administration > Utilities > Export Manager

'''What It Does:'''

::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system.

== Batch Delete ==

'''Menu Location:''' Administration > Utilities > Batch Delete

'''What It Does:'''

::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter.

== Import EPI File ==

'''Menu Location:''' Administration > Utilities > Import EPI File

'''What It Does:'''

::The Import EPI File utility imports an EPI file from the local file system.

== Epiphany Client Update ==

'''Menu Location:''' Administration > Utilities > Epiphany Client Update

'''What It Does:'''

::The Epiphany Client Update utility updates the client for terminal service users.

== Web Update ==

'''Menu Location:''' Administration > Utilities > Web Update

'''What It Does:'''

::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.

@@ Line 1: / Line 1: @@
+[[Category:Subsystems]]
+== Check Document Maintenance Utility ==
+'''Menu Location:'''  Main / Utilities / Check Document Maintenance
+'''What It Does:'''
+::The Check Document Maintenance utility will import the file and link the information from the Check Register Import to the scanned documents.
+:::To run the utility, click 'OK' on the window below:
+:::[[File:Utilities_Check_Document_Maintenance_Import.JPG]]
+:::Your local computer's file explorer will appear. Select the check batch file to be imported and click 'Open'.
+:::The file will be imported. When the import is complete you will receive a window that says 'Done'.
 == Fix Account Balance ==
 '''Menu Locations:'''
-::Main / Utilities / Fix Account Balance<br>
+:*Main / Utilities / Fix Account Balance
-::Accounting / General Ledger / Fix Account Balance
+:*Accounting / General Ledger / Fix Account Balance<br>
 '''What It Does:'''
 ::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.
+== Fix AP Invoices ==
+'''Menu Location:'''  Main > Utilities > Fix AP Invoices<br>
+'''What It Does:'''
+::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.
+== Fix AR Invoice Payments ==
+'''Menu Locations:'''
+:*Main > Utilities > Fix AR Invoice Payments<br>
+:*Accounting > Accounts Receivable > Utilities > Fix AR Invoice Payments<br>
+'''What It Does:'''
+::The Fix AR Invoice Payments utility finds and corrects invoices with incorrect credit and/or payment amounts.
+== Fix Inventory Quantity ==
+'''Menu Locations:'''
+:*Main > Utilities > Fix Inventory Quantity
+:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity
+:*Inventory > Inventory > Fix Inventory Quantity<br>
+'''What It Does:'''
+::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.
+== Fix Journal Entries ==
+'''Menu Locations:'''
+:*Main > Utilities > Fix Journal Entries
+:*Accounting > Inventory > Inventory > Utilities > Fix Inventory Quantity
+:*Accounting > General Ledger > Utilities > Fix Journal Entries<br>
+'''What It Does:'''
+::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.
+== Recalc Inventory Acct Balance ==
+'''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:'''
+::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 ==
+'''Menu Location:'''  Main > Utilities > Inventory Category Link<br>
+'''What It Does:'''
+::The Inventory Category Link utility will link a Category to every inventory item that is not assigned to one.
+== Update Inventory Pricing ==
+'''Menu Location:'''  Main > Utilities > Update Inventory Pricing
+'''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.
+== Efficiency Utility ==
+'''Menu Location:'''  Main > Utilities > Efficiency Utility
+'''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.
+== Peerless Import ==
+'''Menu Location:''' Main > Utilities > Peerless Import
+'''What It Does'''
+::The Peerless Import utility imports AR invoices from the local file system into the AR Invoice table.
+== Assembly Cost Update ==
+'''Menu Location:'''  Main > Utilities > Assembly Cost Update
+'''What It Does'''
+::The Assembly Cost Update utility updates the cost on all assembly items.
+== Create Employee Reviews ==
+'''Menu Location:'''  Main > Utilities > Create Employee Reviews
+'''What It Does'''
+::The Create Employee Reviews utility creates employee reviews based off employee records and review questions.
+== EDI Maintenance ==
+'''Menu Location:'''  Main > Utilities > EDI Maintenance
+'''What It Does'''
+::The EDI Maintenance utility re-downloads, re-imports, and re-uploads EDI files.
+== Fix History ==
+'''Menu Location:'''  Main > Utilities > Fix History
+'''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.
+== Web Service ==
+'''Menu Location:'''  Main > Utilities > Web Service
+'''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.
+== Index Maintenance ==
+'''Menu Location:'''  Administration > Utilities > Index Maintenance
+'''What It Does:'''
+::The Index Maintenance utility gives the option to either rebuild or reorganize table indexes for all tables in the system.
+== Repair Relationships ==
+'''Menu Location:'''  Administration > Utilities > Repair Relationships
+'''What It Does:'''
+::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 ==
+'''Menu Location:'''  Administration > Utilities > Background Processing
+'''What It Does:'''
+::The Background Processing utility displays the status of any background processes in the system.
+== Import Manager ==
+'''Menu Location:'''  Administration > Utilities > Import Manager
+'''What It Does:'''
+::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 ==
+'''Menu Location:'''  Administration > Utilities > Export Manager
+'''What It Does:'''
+::The Export Manager utility opens the Export Manager, which is a tool used to export data to the local file system.
+== Batch Delete ==
+'''Menu Location:'''  Administration > Utilities > Batch Delete
+'''What It Does:'''
+::The Batch Delete utility allows for a mass delete of any objects that fall under an applied filter.
+== Import EPI File ==
+'''Menu Location:'''  Administration > Utilities > Import EPI File
+'''What It Does:'''
+::The Import EPI File utility imports an EPI file from the local file system.
+== Epiphany Client Update ==
+'''Menu Location:'''  Administration > Utilities > Epiphany Client Update
+'''What It Does:'''
+::The Epiphany Client Update utility updates the client for terminal service users.
+== Web Update ==
+'''Menu Location:'''  Administration > Utilities > Web Update
+'''What It Does:'''
+::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.

Manual:Utilities: Difference between revisions

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