Interprise Suite 2007 Online Help

IntroductionWelcome to Interprise Suite HelpHow to Get HelpContact Interprise Software Solutions Inc.Support OptionsGetting StartedLicense OptionsUser ReferencesManual ReferencesDemos and Tutorial VideosTraining ProgramsDownload and InstallationWhere to downloadSystem requirements and steps to installHow to get upgrades and updatesConfigurationSigning In to Interprise SuiteNavigating Interprise SuiteThe Main Menu of Interprise SuiteOverview of the Interprise Suite ModulesCommon Elements in the Interprise Suite ModuleFormsSetup WizardDashboard ViewsMenu Bar and Toolbar MenusCustom Field SectionWord Processor SectionNotes formGridsChartsSave and Post OptionsUndo and Void OptionsDelete and Inactivate RecordsStatus OptionsMultilingual OptionsShortcut Keys and Keyboard-driven CommandsSetting Up a New CompanyGathering the company informationAbout the New Company WizardCompany SetupCompany InformationSettlement TermsPayment TypesPayment TermsPayment Term GroupShipping Methods and Freight CalculationShipping MethodsShipping Method GroupSystem PreferencesAccounting SetupDefine Accounting PeriodsCreate New Chart of AccountsDefine Each AccountCopy from an existing account templateAssign Default AccountsOpening Trial BalanceOther Accounting SetupAccount SegmentsAccount Sub GroupsFinancial Statement LayoutsBudget Split TableAccounting Module PreferencesBanking SetupBank and Bank AccountsBank Account Opening BalanceBanking Module PreferencesOther Banking SetupPetty Cash AccountseBanking CSV LayoutSystem SetupCountryPostal CodeMulticurrencySourceDepartmentsDocument TypesRelationship TypesCRM Contact SetupSalutationsSuffixesBusiness TitlesJob RolesAutonumberingTax Components and Tax SchemesSales and Purchase Tax SchemesMultiple Component Tax SchemesCompounded TaxFlat Amount Tax SchemeOther Tax OptionsUser and Security SetupUser RolesUser AccountsUser TeamsUser Email AccountsFax AccountsCRM SetupLeadsProspectsContactsActivity SetupActivity CategoriesActivity ResourcesOpportunity SetupOpportunity StagesOpportunity CompetitorsOpportunity ReasonOpportunity TerritoriesService ContractsService Contract TypesSLA Business CalendarSLA Holiday CalendarService Level AgreementCRM Module PreferencesCustomer SetupSales RepsSales Rep Class TemplatesSales Rep GroupCustomersCustomer TypesDelivery RoutesCustomer GL Class TemplatesCustomer Ship To Class TemplatesCustomer Class TemplatesCustomer AccountsNew customer with same billing and shipping informationNew customer with different billing and shipping informationNew shipping informationCustomer Opening BalancesOther Customer SetupCustomer Credit CardsCredit Card TypeCredit Card GatewayCustomer Credit CardDiscount CouponsDebtor LettersCustomer PreferencesSupplier SetupFactorsSuppliersPayment MethodSupplier GL Class TemplateSupplier Class TemplateSupplier InformationSupplier Opening BalanceSupplier Module PreferencesInventory SetupCategoriesSelling DepartmentSelling LanguagesSelling CurrenciesManufacturersItem AttributesUnit MeasuresWarehouseItem GL Class TemplatesItem Class TemplateInventory ItemsStock ItemsNon Stock ItemsService ItemsKit ItemsMatrix GroupAssembly ItemsElectronic DownloadAdjustment ReasonInventory Opening BalanceInventory Module PreferencesOther Inventory SetupPricing OptionsCustomer Default PricingCustomer Part Codes and Special PricingCategory Band DiscountPromotional PricingPrice ListWholesale and Retail PricingMaintain Setup InformationWorking with CRM ModuleManage LeadsCreate New LeadsMaintain Lead DetailsManage ProspectsCreate New Prospect DetailsMaintain Prospect InformationManage ContactsCreate Entity or Personal ContactsMaintain Contact DetailsManage general informationManage additional informationManage email, notes and documentsManage activities, cases, campaigns and opportunitiesView transaction historySchedule and Manage ActivitiesSchedule an ActivityTo-doMeetingCallCallbackMaintain ActivitiesView Activity CalendarManage CasesResolve Customer CasesFollow Up on Customer CasesManage Sales OpportunitiesRecord New Sales OpportunitiesFollow Up on OpportunitiesView Opportunity Analysis DashboardGenerate and Manage Target ListsGenerate Target List of ContactsMaintain Target ListsSchedule and Estimate CampaignsPlan and Estimate CampaignsMaintain Campaign ScheduleManage Campaign WavesRecord Campaign ActivitiesSend FaxSend EmailSend Letters through Mail MergeOutbound CallFollow Up on Campaign ActivitiesView the Wave CalendarManage Business Documents and LettersCreate Documents Using Interprise WordWrite Business Letters Using the Letter WriterCreate Business Letter Templates Using the Template ManagerManage EmailsManage FaxManage DocumentsCRM Module ReportsCRM Business IntelligenceWorking with Customer ModuleManage Prospects and CustomersManage ProspectsCreate New Prospect InformationEdit/Maintain Prospect InformationMaintain general informationView recent historyManage prospect contactsManage emails, notes and documentsManage activities, cases, opportunities and campaignsMaintain setup informationManage customer posting accountsMaintain prospect contact informationMaintain customer specific pricing, part codes and special pricingView transaction historyManage prospect shipping informationManage prospect relationsManage CustomersCreate New Customer Account InformationEdit/Maintain Customer Billing InformationMaintain general customer informationView recent history and trading informationManage customer contactsManage emails, notes and documentsManage activities, cases, opportunities and campaignsMaintain setup informationManage customer posting accountsCustom printed forms and messagesMaintain customer contact informationMaintain customer specific pricing, part codes and special pricingView customer transaction analysisView transaction historyView recent sales historyManage customer credits and receivablesManage customer shipping informationManage customer relationsManage customer service contractsCreate New Customer Shipping InformationEdit/Maintain Customer Shipping InformationMaintain general shipping informationView recent transaction historyManage ship to contactsManage emails, notes and documentsManage activities, cases, opportunities and campaignsMaintain ship to setup informationManage ship to posting accountsCustom printed forms and messagesMaintain ship to contact informationView transaction historyManage Sales Reps and CommissionsCreate New Sales Rep GroupEdit/Maintain Sales Rep InformationMaintain general sales rep informationView recent historyManage contacts and sales repsManage emails, notes and documentsManage activities, cases, opportunities and campaignsMaintain sales rep setup informationMaintain contact and sales rep informationView linked transactionsView linked customersView linked opportunitiesSetup product categoriesView commission historyProcess Sales Rep CommissionsPay Sales Rep CommissionsIssue Sales Quote/ProformaCreate New Sales Quote/ProformaMaintain Sales Quote/ProformaProcess Sales OrdersSetup Sales Order WorkflowCreate New Sales OrderGenerating a sales order from a previous sales quoteCreating a new sales order from scratchRecurring sales ordersDuplicate sales ordersVarious Sales Order OperationsEntering non stock itemsEntering kit itemsEntering matrix itemsEntering substitute or accessory itemsEntering cross-sell or up-sell itemsAccept payment on ordersEntering sales reps and commissionsAllocate free stock to sales ordersOther Sales Order ProcessesCreate special ordersDropship itemsMaintain Sales OrdersProcess Sales InvoicesCreate New Sales InvoiceCreating sales invoice from a previous sales orderCreating a new sales invoice from scratchMaintain Sales InvoicesHandle Customer ReturnsCreate RMA DocumentCreate RMA from posted invoiceCreate RMA from scratchMaintain RMAsManage Customer CreditsCreate Credit Memo/Credit NoteCreate credit memo from a posted invoiceCreate credit memo from an RMACreate credit memo from scratchApply Customer CreditsProcess Batch Invoice/CreditRecord Batch Invoice or Batch CreditMaintain Batch Invoice and Batch CreditProcess Customer RefundsCreate Customer RefundMaintain Customer RefundsProcess Customer PaymentsCreate Customer PaymentCheck PaymentCredit Card PaymentCash and Other PaymentMaintain Customer PaymentAllocate Customer Payments and Other DocumentsCustomer Credit ControlReview Customer Credits and ReceivablesView Customer Outstanding BalancesView Overall Aged DebtsSet Promised Payment DatesView Predicted Cash FlowSend Customer Account StatementsSend Debtor/Reminder LettersUpdate Customer RankingBatch Print Customer DocumentsConfirm Intrastat Analysis for EU Customer TransactionsAttach DocumentsCustomer Module ReportsCustomer Module Business IntelligenceMaintain Customer Module Setup and PreferencesWorking with Supplier ModuleManage SuppliersCreate New Supplier InformationEdit/Maintain Supplier InformationMaintain general informationView recent transaction history and trading informationManage supplier contactsManage emails, notes and documentsManage supplier activitiesMaintain setup informationCustom printed forms and messagesManage supplier posting accountsMaintain supplier contact informationManage supplier products, part codes and special pricingView supplier transaction analysisView transaction historyView recent purchasesReview debts and payments to suppliersManage supplier relationsManage PO RequisitionsCreate New Purchase RequisitionMaintain Purchase RequisitionsProcess Purchase OrdersCreate Purchase OrderCreating a purchase order from approved requisitionsCreating a purchase order from scratchCreating a special purchase orderCreate dropship purchase ordersAutogenerate purchase orderUsing Reorder PointsUsing Sales TrendsRecurring purchase ordersDuplicate purchase ordersMaintain Purchase OrdersManage Goods ReceivedRecord Goods ReceivedCreate goods received document from purchase ordersCreate goods received record from scratchManage Goods ReceivedProcess Bills/Purchase InvoiceCreate New Bill/Purchase InvoiceGenerating a bill/purchase invoice for received goodsCreating a bill/purchase invoice from scratchCreating an expense bill for other purchases and expensesMaintain Bills / Purchase InvoicePay SuppliersThrough the Supplier Payment formCheck paymentCheck and RemittanceRemittanceRemittance and FileThrough Quick Payment RunCheck PaymentsCheck and RemittancesRemittanceRemittance and FileThrough the Supplier Payment Run WizardSuggest PaymentsProcess Payment RunProcess Check PaymentsProcess Check and RemittanceProcess RemittanceProcess Remittance and FileMaintain Supplier PaymentsAllocate Supplier Payments and Other DocumentsPayment ControlReview supplier debts and paymentsView Outstanding BalancesView Overall Aged DebtsManage Supplier Debits and CreditsCreate a Debit Memo/Credit MemoCreate a debit memo for supplier returnsCreate a credit memo for other purchases and expensesCreate a debit memo to record the cost difference in the goods received and billApply debit memo / credit memoReceive Supplier RefundsRecord Supplier RefundMaintain Supplier RefundsBatch Print Supplier DocumentsConfirm Intrastat Analysis for EU Supplier TransactionsAttach DocumentsSupplier Module ReportsSupplier Module Business IntelligenceMaintain Supplier Module Setup and PreferencesWorking with Inventory ModuleManage Inventory ItemsSet Up New Inventory ItemsEdit/Maintain Inventory Item InformationManage status and general informationAdd multilingual descriptionManage item photoReview stock informationMaintain inventory setup informationMaintain unit measures, categories and departmentsMaintain substitute and accessory itemsManage inventory item posting accountsMaintain costing and supplier detailsMaintain supplier part codes and promotional pricingMaintain default pricing, price lists and promotional pricingMaintain warehouse stock informationView ledger transactionsView transaction historyView sales trendsSet up web optionsManage WarehousesCreate New Warehouse InformationEdit/Maintain Warehouse InformationMaintain general warehouse informationManage warehouse contactsManage emails, notes and documentsManage warehouse contact informationMaintain stock locationsView stock totalsConfigure stock settingsManage Stock AdjustmentsCreate New Stock AdjustmentMaintain Stock AdjustmentsManage Internal MovementsMove items from one warehouse location to anotherMaintain Internal MovementsManage Stock TransfersTransfer items from one warehouse to anotherMaintain Stock TransfersMaintain Stock CountsPerform Stock TakeMaintain Stock TakesManage Assembly/Works OrderBuild AssembliesMaintain Build Assembly / Works OrderReview Inventory AnalysisReview Stock ValuationReview Profit AnalysisInventory Module ReportsInventory Module Business IntelligenceMaintain Inventory Module Setup and PreferencesWorking with Banking ModuleManage Bank and Bank AccountsCreate New Bank DetailCreate New Bank Account DetailEdit/Maintain Bank and Bank Account DetailsManage Petty Cash AccountsCreate New Petty Cash AccountEdit/Maintain Petty Cash AccountsManage Bank PaymentsRecord Bank PaymentMaintain Bank PaymentsManage Bank ReceiptsRecord Bank ReceiptsMaintain Bank ReceiptsManage Recurring Bank Payments / Bank ReceiptsManage Petty Cash PaymentsRecord Petty Cash PaymentMaintain Petty Cash PaymentsManage Petty Cash ReceiptsRecord Petty Cash ReceiptMaintain Petty Cash ReceiptsDeposit Customer ReceiptsDeposit Customer ReceiptsMaintain DepositsManage Fund TransfersTransfer Funds Between Bank AccountsMaintain Fund TransfersManage Bank ReconciliationPerform Bank Account ReconciliationView Previous Bank Account ReconciliationsBanking Module ReportsBanking Module Business Intelligence DashboardMaintain Banking Module Setup and PreferencesWorking with Accounting ModuleManage Account CodesAdd New Account CodesMaintain Account Code DetailsManage Default Posting AccountsModify/Create Financial Statement LayoutsConstruct a New LayoutMaintain Financial Statement LayoutsManage Chart of AccountsCreate New Chart of AccountsView the Chart of AccountsView/Maintain Account Code DetailsSet Up and Maintain Account BudgetsApportion whole budget amount across periodsApply incremental values across all periodsCopying budget details from other account codesApplying a budget split tableImport account budget detailsManage Accounting PeriodsCreate New Accounting Fiscal Year/ Fiscal PeriodsMaintain Accounting Fiscal Year/Fiscal PeriodsManage Journal EntriesAmend automated journal entriesCreate a manual journal entryUse journal templatesManage recurring journal entriesMaintain Journal EntriesManage PrepaymentsCreate Prepayment ScheduleMaintain Prepayment ScheduleManage AccrualsCreate Accrual ScheduleMaintain Accrual SchedulesManage Bad Debt ProvisionsProcess Provision for Bad DebtsMaintain Bad Debt ProvisionsManage Write OffsWrite Off Outstanding AmountsMaintain Write OffsUK Tax/VATProduce EC Sales ListInstrastat ReconciliationVAT ReturnRetrospective AnalysisReview Aged DebtorsReview Aged CreditorsRevaluationsRevaluate Multicurrency TransactionsRevaluate Stock ValuesPeriod End ProcessesProcess Recurring TransactionsMake Adjustments Before Batch PostingBatch Post Journal EntriesPrint Period End ReportsClose Current PeriodView Audit TrailPrior Year AdjustmentsAccounting Module ReportsAccounting Module Business Intelligence DashboardMaintain Accounting Module Setup and PreferencesWorking with System Manager ModuleMaintain Setup InformationUsing the Company ChecklistFrom the Setup Menu of the Interprise Suite ModulesMaintain System SetupMaintain Country DetailsMaintain Postal Code DetailsMaintain SourcesMaintain DepartmentsMaintain Document TypesMaintain Relationship TypesMaintain System UsersMaintain User RolesMaintain User AccountsMaintain User TeamsMaintain Contact SetupMaintain SalutationsMaintain SuffixesMaintain Business TitlesMaintain Job RolesImporting RecordsImporting Records - Creating the Import FileImporting Records - Importing Your Company DataManage Help TopicsModify the Default Help TopicAdd New Help TopicAssign Help TopicsView System Audit TrailManage and View Exception LogsSelect how to log exceptionsView system and transaction exceptionsSystem Manager Module ReportsSystem Manager Module Business IntelligenceMaintain System PreferencesWorking with the eCommerce ModuleAbout AspDotNetStorefront for Interprise SuiteUser References for AspDotNetStorefront for Interprise SuiteContact Discovery Productions Inc.Working with the UK Payroll and HR ModuleAbout the UK Payroll and HR ModuleSign up for the UK Payroll and HR ServiceUser References for the UK Payroll and HR ModuleWorking with ReportsGet Around the Report DashboardUsing the Print Dialog WindowSelect Report TypeSelect Printing DestinationSet Other Printing PreferencesPrint the ReportPreview the ReportModifying the Report Layout Using the Report DesignerCreating a New Report Layout Using the Report WizardCreating a Form ReportCreating a Standard ReportCustomizing Interprise SuiteWorking with the Data DictionaryModifying Existing Properties of Data Dictionary ObjectsCreating New Data Dictionary ObjectsCreating New Custom FieldsCreating New Custom TablesCreating a New Custom ViewCreating a New Stored ProcedureWorking with the User Role ControlModule CustomizationInclude/Exclude Modules for a User RoleModifying Existing Module PropertiesCreate New ModuleMenu CustomizationView Options to Customize the MenuShow/Hide, Enable/Disable Menu Folders or Menu ItemsAdd New or Delete Menu Folder or Menu ItemsSort Menu Folders or Menu ItemsMove Menu Folders or Menu Items Inside Other Menu FoldersAssign/Remove a Plug-in Form, Plug-in Assembly, or Plug-in DashboardMenu Customization - Assign/Remove a Custom TableAssign Num KeysExpand Menu FoldersForm CustomizationCustomizing the Tab PageView Options to Customize the Tab PageAdd/Remove/Replace the Tab PageShow/Hide, Enable/Disable the Tab PageRename the Tab PageCustomizing the Form SectionView Options to Customize the Form SectionAdd/Remove/Replace the Plug-in SectionShow/Hide, Enable/Disable the Plug-in SectionRename Form SectionAssign Help TopicCustomize the section layoutCustomizing the Grid SectionView Options to Customize the Grid SectionArrange the Grid ColumnsShow/Hide ColumnsGroup Grid DataRename ColumnsCustomizing the Toolbar MenuView Options to Customize the Toolbar MenuAdd/Remove custom toolbarsShow/Hide Custom ToolbarsPersonalize ToolbarsCustomize Menu ItemsDashboard CustomizationView Options to Customize the Dashboard PageAdd/Remove Dashboard PageAssign/Remove/Replace the Plug-in Dashboard ControlCustomize the Workflow DashboardCustomize the Report DashboardCustomize the Dashboard Controls in the Business Intelligence DashboardWorking with the CBP Plug-insAbout the CBP Plug-insPlug-in SamplesManage CBP Plug-insWhere to get plug-ins for Interprise SuiteRegister/Unregister Plug-insAdd/Remove Plug-insInserting a Plug-in Tab or a Plug-in SectionInserting a Plug-in FormInsert Plug-ins - Inserting a Plug-in DashboardUpdate Plug-insWorking with the CBP Plug-insAbout the CBP Plug-insPlug-in SamplesManage CBP Plug-insRegister/Unregister Plug-insAdd/Remove Plug-insInserting a Plug-in Tab or a Plug-in SectionInserting a Plug-in FormInsert Plug-ins - Inserting a Plug-in DashboardUpdate Plug-insManage the Interprise Suite DatabasesAbout the Database Management ConsoleInstalling the Database Management Console for Interprise SuiteManage Interprise Suite DatabasesPatching the DatabaseChanging the Database CollationRun Scripts to the DatabaseRename the DatabaseDeleting the DatabasesRefresh the Entire Cache DatabaseReset DatabasesReset Reports to DefaultUpgrade the Database