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Profit Margin Departments force preset sales margins by saving a calculated cost when invoicing rather than the cost found at the Product level. Profit Margin Departments are typically used for non-inventoried Products (like parts) which are not pra...
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Credit Actions can be accessed at A/R / Manage Credit Actions or through the Credit tab on the customer file. The Credit Actions area is like a tickler file. It can be used for collection purposes, such as entering payment promises, or it coul...
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This dashboard honors user restrictions based on Department location. Purpose The Unfulfilled Booking dashboard displays the Amount on Booking , Loaded and Unloaded Delivery Ticket quantities for each product imported from a Booking, then ...
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A Template Journal Entry is useful for repetitive General Journal Entries where the Account IDs are the same, but the dollar amount changes each time. Month end accrual entries are an example of where this process might be useful. The following pro...
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FTM-3690 / Make Journal Entry APIs Public – The Journal Entry endpoints are now visible in the public help file. FTM-3774 / Delete Futures Month Record from FM Pricing Grid – DELETE Futures Month Record was added to the Le...
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Last Updated: 10/26/2022
in Knowledge Base Hub Hub Imports The Agvance Data Link option, found at Hub / Transfers / Import / Agvance Data Link , provides a database of product information that may be used to populate the required data fields, other data fields, and update some existing data fields in Agvan...
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Entering numbers into the budget can be a very tedious process. Agvance offers options to import from an Excel or delimited file format into the Budget Utility screen. This video shows how quickly the budget numbers can be updated using the import...
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Booking Payment Methods can be set up at Setup / A/R / Booking Payment Methods . These Booking Payment Methods can be selected from the Planned Booking Payment Method drop-down on the Add Booking window to note how the C...
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Company Settings Tags can be used to identify custom groups on Blend and Delivery Tickets. Tags added in SKY will not appear in Windows Agvance. Select + Add Blend Tag or + Add Delivery Tag to add Custom Tags. Once added to a job, the...
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This utility provides easy access to pricing history for customers and products. It also gives the discountable (effective) unit price which is useful for pricing product returns. This information may also be displayed when adding a customer Invoice...