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Visual Business Solutions

Helping Manufacturers Solve the Unsolved Since 1993

VVUG Tips & Tricks: Backorders Made Easy…

VVUG Tips & Tricks: Backorders Made Easy… 150 150 David Sheriff

Tips & Tricks: Backorders Made Easy…

When shipping an order short, you have the option to create a backorder.  For those who haven’t tried backlog orders, VISUAL adds a -1 to the end of the order, so it’s easy to see link between the original order and the backorders.  If you do backorder on the second, it creates a -2, etc. keeps all same original data besides qty remaining.  This can really help on customer orders with lots of lines with many shipments against without using delivery schedules.

VVUG Tips & Tricks: Document Lifecycle

VVUG Tips & Tricks: Document Lifecycle 150 150 David Sheriff

Tips & Tricks: Document Lifecycle

Instead of using the Vendor Inquiry or Customer Inquiry, use the Document Lifecycle viewer to see the entire life of a sales or purchase order.  It’s available from Quote to Cash and Purchase Requisition to AP Payments and besides great Visibility each step of the way, you are only one click from opening the source document.

VVUG Tips & Tricks: Need to do Percent Complete reporting? VISUAL 9.0.5 has you covered!

VVUG Tips & Tricks: Need to do Percent Complete reporting? VISUAL 9.0.5 has you covered! 150 150 David Sheriff

Tips & Tricks: Need to do Percent Complete reporting? VISUAL 9.0.5 has you covered!

This is very helpful for those customers working on large projects or capital equipment. In release 9.0.5 there are some new options to do Percent Complete reporting. Either by entering the Percent value in labor reporting or have VISUAL calculate the percent based on hours reported. If you have VISUAL calculate the Percent Complete you also have the option to set the Maximum that VISUAL will automatically set the Percent Complete to, this will prevent VISUAL from automatically closing an operation when more work is needed. For example, if you have an operation that requires 20 hours and set a max % complete of 90%, even if you report 25 hours of labor to the operation the maximum VISUAL will automatically say is complete is 90%, the expectation is that someone will explicitly mark the operation is complete.

These options are available at the Operation, Work Order header and Site level – there is an excellent Video on this topic in the Help Video Library provided by Infor Development.

VVUG Tips & Tricks: Speeding Up Month End with Recurring Entries

VVUG Tips & Tricks: Speeding Up Month End with Recurring Entries 150 150 David Sheriff

Speeding Up Month End with Recurring Entries

Create recurring journal entries in order to speed up month-end. To set this up you go to Accounting Window, under “Maintain”.

There are 2 tabs labeled “Type” &“Trigger”. For “Type” set the entry type to General and set your tax processing. (Automatic for templates where the amounts do not change or change slightly. Manual for templates where the amounts change constantly.)

For “Trigger” set the date of the entry itself but be aware, this does not mean it will trigger automatically.

Then run your entries through the General Journal Entry Screen. Under “File” select “General Recurring Entries” for automatic.

Under “Edit” select “Recurring Entries” for manual.

Did you also know you could import your GJ directly from an Excel spreadsheet? (But we’ll go more into that in a future Tips & Tricks.)

VVUG Tips & Tricks: Save Time by Using ECN’s to Push Changes from Engineering Master to Work Orders.

VVUG Tips & Tricks: Save Time by Using ECN’s to Push Changes from Engineering Master to Work Orders. 150 150 David Sheriff

Save Time by Using ECN’s to Push Changes from Engineering Master to Work Orders.

If you need to make the same changes to multiple Work Orders for the same part, then add the Engineering Master to an ECN and it will track the changes – any Material, Operations or Legs that are Added, Deleted or Edited.

When you are done editing the Engineering Master you can apply the changes to the selected Work Orders right from the ECN window.

BTW, you don’t have to add the Work Orders to the ECN, it’s a nice way to track those changes but not required. 

VVUG Tips & Tricks: Shortcut to Insert a Line in a Grid/Table.

VVUG Tips & Tricks: Shortcut to Insert a Line in a Grid/Table. 150 150 David Sheriff

Shortcut to Insert a Line in a Grid/Table

Just about any screen that has a table/grid, you can quickly add a line by double clicking the grey box in the upper left corner.  For those users that use a mouse more than the keyboard, this can keep you focused on the lines and not looking for the icon in the toolbar.  Yes, keyboard shortcut (Ins) works great for those user that prefer a keyboard over a mouse.

BTW, you can double click the square to the left of the line number to mark a line to be deleted.

VVUG WEBINAR: Synoptix

VVUG WEBINAR: Synoptix 150 150 David Sheriff

Business Intelligence That is Built for VISUAL

Learn how easy it is to use Synoptix to build and view Dashboards, Reports, Financial Statements all with dynamic filtering and one click drill downs to source data. You don’t need to be a technical wizard to have a great Business Intelligence tool. Join us and you will see just how easy it is!

https://attendee.gotowebinar.com/recording/3697457887771864834

VVUG Tips & Tricks: Where Did That BOM Come From?

VVUG Tips & Tricks: Where Did That BOM Come From? 150 150 David Sheriff

Where Did That BOM Come From?

In release 9.0.4 development added new column “Entered_By” to the Work Order table.  It’s didn’t seem like much at the time but upon further review it’s a very nice addition.  You now know who created the structure and what application was used to do it.   Was it from a quote?  Firming a Planning order? Linking a work order to a sales order line? DBR?   The column is displayed on the WO/EM/QM header and a tooltip with the name of the user, application and any associated info is displayed. 

You can also look in the database itself to see this info:

It’s doesn’t solve all of life’s mysteries but it does answer the question – where did that BOM come from?  And it couldn’t be easier to answer.