Ryan Ungerboeck
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Articles
Recent activity by Ryan Ungerboeck-
Real-Time Inventory Checking with Multiple Inventory Locations
If you have items you want to use with real-time inventory checking and those items are in multiple locations, you need to use Inventory Chains and Inventory Locations. You need to configure the fo...
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Place an Account/Contact on Hold or Warn
If you have a customers with unpaid invoices, you can place the account at a Warn or Hold status. Accounts placed on warn: A yellow icon displays for the account with a note on the Accounts screen...
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Assign User Defined Fields (UDFs) to Requisitions and Purchase Orders
You use user defined fields (UDFs) to gather additional information about a requisition or purchase order. Requisition/purchase order UDFs are the same for all requisitions and purchase orders. To ...
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Credit Ratings and Credit Limits
You can enter credit ratings and credit limits for accounts. You can use this for informational purposes only or you can use it to prevent the adding of new orders if the credit limit amount is exc...
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Assign User Defined Fields (UDFs) to Fixed Assets
You use user defined fields (UDFs) to gather additional information about a fixed asset. The minor asset group assigned to the fixed asset determines the fixed asset's user defined fields. To learn...
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Move Payments
Moving a payment to a different order or event is different depending on if your organization uses the General Accounting & Analysis (GL) module or not. If your organization uses the General Accoun...
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Credit a Payment Plan Step
You can credit payment plan steps that are already invoiced. Click the Payment Plan Invoicing link from the Main Menu. The Payment Plan Invoicing screen opens. Select the payment plan step to cred...
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Purchasing Audit Log Entries
You can record the following information from the Purchasing area of the software in the audit log: Add a purchase order Delete a purchase order Change the department on a purchase order Change th...
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Inventory Chains
An inventory chain is a group of storage locations. They are used to create a link between an event and storage locations to ensure items used for the event are taken from the expected location. Fo...
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Automatic Payment Plan Activities
You can create automatic activities so your users receive notification of payment plan due dates and/or issue dates. You can use wildcard accounts to designate a particular person depending on the ...