Frequently calls are received at the TakeStock support desk asking “why will this sales order invoice not process through the Daily Sales Register”. As you would expect, there are several reasons why an invoice might be excluded from your Daily Sales Register. In this article we will look at some of the more common reasons for this behavior.

Probably the most common reason for “hung invoices” is the invoice date. The invoice date determines which GL period the invoices will post to. If the invoice date is in a different period than the period selected on the Daily Sales Register template, the invoice will be skipped when the register runs. As you can see in the following DSR template, the current GL period is selected. Any invoice with an invoice date outside of the current period as defined in Accounting Period Maintenance in the GL module will be excluded from this Register.

To view the full article, login to the E&A Forum.

Infor has just announced the release of Infor ERP TakeStock version 6.0.090. The feature/functionality available in the new release includes:

• System Wide – Show Urgent Notes Menu Option
  • Inquiry programs include the option to toggle the display of urgent notes on / off
  • Setting stored locally on each user’s PC
  • Option available in the following inquiries
    • AP Vendor Inquiry
    • AR Customer Inquiry
    • GL Account Inquiry
    • GL Center Inquiry
    • IM Item Inquiry
    • PO Document Inquiry
    • SO Document Inquiry

• Inventory Management – Container Removal
  • New program to remove old container records with a status of sold, disposed, or returned

• Inventory Management – Transfer Document Inquiry Window or Dialog Box Display
  • Display IM Transfer Document Inquiry program in either a window or dialog box format
  • Can be displayed from within customer, item and vendor inquiry when “drilling” into open and past transactions

 
• Manufacturing Control – Audit Control Functionality
  • Allows the tracking of various changes to production documents
  • MC Audit Control Maintenance configures the feature
  • MC Audit Report prints a listing of changes to documents
  • Functions as the existing SO and PO Audit Control functions

• Sales Orders – Document Audit Report/ Update Export to Excel
  • Option to output report results to the MS Excel printer

• System Management – Credit Card Auditing
  • Auditing records every time a user enters or views an unmasked credit card number during order processing
  • Information is stored for 1 year
  • Credit Security Report is available to system administrator user by default
    • Access can be granted to other users via functional security settings

• Credit Card Interlink – Display Unencrypted Credit Card Number
  • New feature allows user to view unmasked credit card numbers on the credit card authorization screen
    • Right-click in the Credit Card Number field displays the unmasked credit card number
  • Available only to system administrator by default
    • Access can be granted to other users via functional security settings

About Infor ERP TakeStock

Combining power, control and convenience, Infor ERP TakeStock is a robust distribution management solution specifically designed to help distributors of all types run an efficient, end-to-end operation. From accounting and sales to the warehouse and everywhere in between, Infor ERP TakeStock allows distributors to enhance customer service, optimize inventory levels, increase productivity and improve profitability.

To learn more about Infor ERP TakeStock version 6.0.090, contact your friendly representative at E&A.

Please join us in welcoming Tammy Davis to our Infor ERP TakeStock group. Tammy will be tasked with: Providing up-to-date information about the technologies that are most relevant to your business Explaining how E&A's solutions can help your business run more efficiently Coordinating with E&A's technical support staff Providing exceptional support to you, our valued TakeStock customer
About Tammy Davis Tammy has been based in E&A's Springfield, Illinois office for the past 25 years where she has built significant account management, teambuilding, support management and communications skills. Tammy looks forward to helping E&A's TakeStock customers get the greatest value from their systems.

E&A’s Infor ERP TakeStock group has been busy adding new functionality requested by our customer base that helps distributors with service departments to better manage their customer and service activities.   Some of the new features include Warranty Tracking and Equipment Meter Reading.  To make the set up of these functions both flexible and easy to use, E&A has added a new “Model” Maintenance function to TakeStock.  E&A has found that having Warranty, Meter Setup, and Parts List tracking set up at this level is the best way for most service departments to work.  While users can override the setup for a particular piece of equipment most of the time, a default set by the Model (and not the Item) works well.
Users can define up to three default warranty types and terms to be associated with a model and eventually a piece of equipment.
Users can define up to five discrete meter readings or other diagnostic readings for a model or piece of equipment.
From various places in TakeStock, including the Meter Reading screen, users can review the meter readings and drill down into the detail of the readings to view other information including any relevant notes that were entered.
Other new features include Unit Level Notes and Unit Level Contacts, including the ability to create Unit, Ship-to or Customer Contacts on the fly during the Service Call.
For more information, contact your friendly representative at E&A.