ERP-Consultant Questions and Answers

Auto Fill

Eliminate checkbox

Auto Balance

Save Journal

Users can designate more than one preferred bin per location.

When adding bins to an item record, only one bin can be associated per location.

Users can associate multiple items with one bin and multiple bins with one item.

Bin records cannot be associated to Assembly and Matrix item types.

Status

Main Line

Customer: Inactive

Reversal Number

Project: Project Manager != Current User And Project: Project Manager Is Not Empty

Project: Project Manager Is Not Empty

Project: Project Manager = Current User And Project: Project Manager Is Empty

Project: Project Manager != Current User

Tax rates and Status can be overridden when uploading data via CSV templates.

All record types support CSV data imports using the Multiple Files To Upload functionality.

The Created From field can be set and overridden using CSV Imports.

Data Sets in CSV templates can be imported using column delimiters of Comma, Semicolon, Tab and Space.

Can be used for Non-Inventory items for Resale and Inventory items.

Items can be marked as both Drop Ship and Special Order.

Vendor ships items to customer’s address.

Impact Asset and Cost of Goods Sold (COGS) accounts upon item receipt and fulfillment.

System Administrator

Marketing Administrator

AR Clerk

Controller

CEO