PeachPro sets you free
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PeachPro sets you free
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| SQE Sales Quick Entry |
Spend less time entering invoices and more time making sales!
SQE - Sales Quick Entry speeds invoice entry allowing you to automatically advance past commonly unused fields. Additional timesaving features allow you to default transaction types, product codes, quantities, and more!
With SQE - Sales Quick Entry, you can also set up special defaults for each Customer ID. If one customer always orders Services, set them up with "SS" as the default transaction type. If another customer always orders in quantities of 10, slash keystrokes by setting that customer's quantity defaults to 10 and automatically advance past the quantity fields for even quicker entry.
To set up enhanced entry options select "C - Maintain Enhanced Entry" from your SI Maintenance Screen.
+------- Program Options -------+
¦ ¦
¦ O - Set Module Options ¦
¦ ¦
¦ P - Set Printer Assignments ¦
¦ ¦
¦ C - Maintain Enhanced Entry ¦
¦ ¦
+-------------------------------+
After selecting "C - Maintain Enhanced Entry" the following screen will appear.
+--------------------------------------------------------------------------------+ |+------------------------------------------------------------------------------+| |¦SIMAINT Maintain Invoicing/OE Options COMPANY ID: SP ¦| |¦04/12/96 Software Professionals ¦| |+------------------------------------------------------------------------------+| | | | +------------ Maintain Enhanced Entry ------------+ | | ¦ G - Set Global Entry Defaults ¦ | | ¦ C - Set Specific Customer Entry Defaults ¦ | | ¦ L - List All Existing Entry Defaults ¦ | | ¦ D - Delete Entry Defaults ¦ | | +-------------------------------------------------+ | | | | | +--------------------------------------------------------------------------------+
After selecting G - Set Global Entry Defaults the following screen will appear.
+--------------------------------------------------------------------------------+ |+------------------------------------------------------------------------------+| |¦SIMAINT Maintain Invoicing/OE Options COMPANY ID: SP ¦| |¦04/12/96 Software Professionals ¦| |+------------------------------------------------------------------------------+| |Global Default Values |->Top Pane |Start invoices with Transaction Type.:SA | |Running Transaction Type:N | | | | | | | | | |--------- Maintain Field defaults and Auto Advancing ------ | |TTy Dsc P/C MCm U/M QOr QSh PrC UPr DPc MAm T/E UnC WRN Acp | |----------------------------------------------------------- | | 1.0000000 Defaults |->Bottom Pane | 1.0000000 | | Y N N N N N N N N N N N N N N Auto Advance | | | |If 'Y'es then the last TransType entered will become the default TransType. |->Help Lines |Save/Delete Transaction Behavioral Record. | +--------------------------------------------------------------------------------+
The "Start invoices with Transaction Type" prompt determines what transaction type will be defaulted for the first line of each invoice. The "Running Transaction Type" will cause each lines transaction type to default to the previous lines transaction type.
There are also two instant help lines at the bottom of the screen. The first gives a detailed description of the field you are on, and the second help line tells you what information will be saved by pressing F7. Please notes that the two halves of the screen maintain different pieces of functionality, as a result, each section must be stored separately using [F7-STORE].
The top pane lets you define a default transaction type for the first line of your invoice and also lets you select if the previously entered transaction type will become the default for the next line.
The bottom pane lets the you define how you wish the entry program to behave for different transaction type combinations.
When you are on the Quantity Shipped Field (QSh) you will also have a [F6-USE QTY ORD] function key available. This allows you to have the Quantity Shipped field default to the Quantity Ordered Amount, or you can have it always default to a specific Qty Shipped amount regardless of any change in the Qty Ordered.
Please Note: The product code for SA and SS transactions will default to the product code set up for that inventory item. If you would like the SQE - Sales Quick Entry product code default to take precedence over the inventory item product code please contact the sales department at SKS Consulting and ask for enhancement SPD - Sales Product Code Default.
Option "C-Set customer Entry Defaults" is almost identical to the previous option "G- Set Global Options". The only difference is that you are prompted for a Customer ID. After selecting a valid Customer ID, any defaults you store are saved for that customer only. This allows you to have customer "Andera" default one way and customer "Coopeg" default with different options. Please remember that the two panes serve different functions and must be stored individually.
The top pane lets you define a default transaction type for the first line of your invoice (for this customer) and also lets you select if the previously entered transaction type will become the default for the next line.
The bottom pane lets the you define how you wish the entry program to behave for different customer/transaction type combinations.
"List All Existing Entry Defaults" will print a list detailing all of the global and customer specific entry defaults. The report shown below shows some of the possible combinations for the SI Lines defaults.
-------------------------------------------------------------------------------------------------------------------------------------- |DATE: 03/14/96 Software Professionals PAGE 1 | |RUN TIME: 11:22:44 Sales Invoicing | | SQE - Sales Quick Entry Sales Invoicing Quick Entry Defaults / Field Advance Settings | |------------------------------------------------------------------------------------------------------------------------------------| |ID TT Running Titles | |====== == ============== | |****** Y GlobalDefaults | |ANDERA SA N | | | --------------------------------------------------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------------------------------------------------- |RUN DATE: 03/14/96 Software Professionals PAGE 2 | |RUN TIME: 11:22:44 Sales Invoicing | | SQE - Sales Quick Entry Sales Invoicing Quick Entry Defaults / Field Advance Settings | |------------------------------------------------------------------------------------------------------------------------------------| |ID TT Dflt QtyOrd Dflt QtyShp P TTy Dsc P/C MCm U/M QOr QSh PrC UPr DPc MAm T/E UnC WRN Acp | |====== == =========== =========== = === === === === === === === === === === === === === === === | |****** AD 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** CI 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** CM 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** CO 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** CR 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** FR 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** MC 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** MD 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** PA 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** RE 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** RN 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** RS 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** SA 0.0000000 0.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** SN 0.0000000 0.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** SS 0.0000000 0.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |****** ST 1.0000000 1.0000000 A Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y GlobalDefaults | |ANDERA RA 1.0000000 1.0000000 A Y N Y Y Y Y Y Y Y Y Y Y Y Y Y | |ANDERA RE 1.0000000 1.0000000 A Y N Y Y Y Y Y Y Y Y Y Y Y Y Y | |ANDERA RN 1.0000000 1.0000000 A Y N Y Y Y Y Y Y Y Y Y Y Y Y Y | |ANDERA RS 1.0000000 1.0000000 A Y N Y Y Y Y Y Y Y Y Y Y Y Y Y | |ANDERA SA 0.0000000 0.0000000 A Y Y Y Y Y Y Y N N Y Y Y Y N Y | |ANDERA SN 0.0000000 0.0000000 A Y Y Y Y Y Y Y N N Y Y Y Y N Y | |ANDERA SS 0.0000000 0.0000000 A Y Y Y Y Y Y Y N N Y Y Y Y N Y | --------------------------------------------------------------------------------------------------------------------------------------
The " D - Delete Defaults " screen allows you to delete any settings you have set up globally or for a particular customer.
[F6-DEL GLOBAL] will delete all global default settings.
[F2-TT DFLT L/U] will display lookup of all customers that have transaction defaults.
[ShF2-aa REC L/U] will display a lookup of all customers that have autoadvance defaults.
Please note that deleting a customer id deletes ALL the values for that customer. Both the Transaction defaults and the AutoAdvance defaults will be deleted .
+--------------------------------------------------------------------------------+ |+------------------------------------------------------------------------------+| |¦SIMAINT Maintain Invoicing/OE Options COMPANY ID: SP ¦| |¦03/14/96 Software Professionals ¦| |+------------------------------------------------------------------------------+| | | |Customer ID.:ANDERA | | | |Settings for:ANDERA Deleted. | | | | | | | | | | F2-TT Dflt L/U SF2-AA Rec L/U F6-Del Global F10-Done N | +--------------------------------------------------------------------------------+
A: There is NO AutoAdvancing during a Line Edit. The AutoAdvancing has been set to ONLY work when adding a new line item. This is to allow you easy access to ALL fields for easier editing.
A: AutoAdvancing for product code may produce errors when trying to autoadvance past the product code field unless you have blank defined as a valid product code , or have a default product code assigned.
A: A particular field will only AutoAdvance once. For example, if product code is setup to automatically advance, and you stop on price code, press escape to get back to the extended description, the product code will NOT AutoAdvance again, until a fresh line has been brought up.
A: On Certain transaction types (MC and MD, for example) you should avoid Auto Advancing All fields. Doing so will prevent you from entering in Price or other information that is needed for the line. We suggest setting autoadvance for Misc Amount or the end of Line Accept prompt to "N".
A: The AutoAdvance feature is available for the following SI fields:
| Transaction Type | Description | Product Code |
| Miscellaneous Comment | Unit Of Measure | Quantity Ordered |
| Quantity Shipped | Price Code | Unit Price |
| Discount Percent | Miscellaneous Amount | Tax or Exempt |
| Unit Cost | Credit Limit Warning |
Additionally, SQE - Sales Quick Entry will automatically accept the line for you and move immediately to the next line!
As a bonus, if an inventory item is in use by someone else and you're trying to enter the same item in a document, SQE - Sales Quick Entry continues to check for availability of the item. When it's available, you are automatically advanced to the next field without typing another keystroke.
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