Manual:Utilities

Check Document Maintenance Utility

Menu Locations:

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:

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

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 Locations:

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.

Inventory Category Link

Menu Locations

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 Locations

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 Locations

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 Locations

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 Locations

Main > Utilities > Assembly Cost Update

What It Does

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

Create Employee Reviews

Menu Locations

Main > Utilities > Create Employee Reviews

What It Does

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

EDI Maintenance

Menu Locations

Main > Utilities > EDI Maintenance

What It Does

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

Fix History

Menu Locations

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 Locations

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 Locations

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 Locations

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 that the values entered into the relationships table exist and are valid.

Background Processing

Menu Locations

Administration > Utilities > Background Processing

What It Does:

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

Import Manager

Menu Locations

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 also displays import data history.

Export Manager

Menu Locations

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 Locations

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 Locations

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 Locations

Administration > Utilities > Epiphany Client Update

What It Does:

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

Web Update

Menu Locations

Administration > Utilities > Web Update

What It Does:

The Web Update utility updates Epiphany to the most recent version via the web.