New Articles

  1. Interpreting Pricing Level Data in Grower Table

    What does the data under the pricing column in the grower table mean? If it is a -1, then the customer has a blank pricing level. If it is a 0, then the customer has a pricing level of list price. If it is a 1, 2, 3, etc., then it is using the p...
  2. Inventory FAQs

    Q.  When entering an Inter-Company Transfer, the following message displays, ‘The product 'Dap(18-46-0)' cannot be transferred because no matching product can be found in the receiving location. Please check your product setup.’ However, the same p...
  3. Inventory Reports FAQs

    Q.  I am running my Re-Order report and there are products below the reorder level but they are not showing on the Re-Order Report. A.  In this instance, the  Inventory This Departmen t is not checked for the department the product(s) were in. To...
  4. End of Periods FAQs

    Q.  I have logged into a prior year data set and I am not seeing any journal entries, customer or vendor activity, but when I run a trial balance my G/L accounts all have the right balances. Most of the reports I run show G/L accounts, customers, a...
  5. Freight Conflict Message

    Q.  I am pulling a single purchase receipt (including freight) into a purchase invoice and receive a freight conflict error message. Why is this happening? A.  When the billing divisor is relatively high and the invoiced quantities for some of th...
  6. Inventory Checkup Out of Balance

    The Inventory Checkup indicates several products are out of balance. How can these products be corrected that are out of balance? The purpose of the Inventory Checkup is to review the inventory detail on each product and compare the balances with t...
  7. Adjust Price on Saved Invoice without Affecting Inventory

    Add a new Invoice with a negative  Quantity  that matches the previously saved Invoice at the old price and a matching positive  Quantity  for the new price. In the  Comments  area, enter ‘Price Adjustment’ to clarify the purpose of the Invoice. ...
  8. Farm Plan Invoice Chargeback

    When a customer puts a bill on the Farm Plan account, the merchant pays the Invoice with a Farm Plan type payment which moves the A/R off the merchant's books and onto John Deere's. Depending on the merchant's contract with John Deere, if the custom...
  9. Insufficient Funds Check (NSF) Returned

    If a customer check is returned by the bank because of NSF, there are two different methods of processing depending on if it was returned during the same fiscal month that the payment was processed. Same Fiscal Month as Payment Void the customer ...
  10. Refund Unapplied Cash

    When the Customer has Unapplied Cash on account to be refunded, use the following steps to issue a check. Enter a negative payment for the amount of the Unapplied Cash, selecting  Adjustment as the  Pay Method in the  Payment grid. Deselect al...