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Feature Focus Tips (Enhanced Reports in AM10.2)
Version
: AM10 for SQL and Express (MS1002 and higher)
Module
: AP
TIP: The Past Due Aging Report is enhanced starting in AccountMate 10.2 for SQL and Express to show dates (e.g., Post Date, Entry Date, etc.) based on selected options (e.g., Report Date Based on Entry Date, Age by Due Date) when running the report. The first date column will display the date based on the selected "Report Date Based on..." option while the second date column will display the date based on the selected "Age by..." option.
Note:
If the Report Date Based on Invoice Date and Age by Invoice Date options are selected, then the report will display the Invoice Date in the first date column; however, the Due Date will be displayed in the second date column.
Version
: AM10 for SQL and Express (MS1002 and higher)
Modules
: GL, CL
TIP:
Starting in AccountMate 10.2 for SQL and Express, an Account ID criterion is added to the Transaction Search report. This will allow you to filter transactions by a range or list of Account IDs.
Version:
AM10 for SQL and Express (MS1002 and higher)
Module:
SO
TIP:
The following options are added to the Shipment Report starting in AccountMate 10.2 for SQL and Express to allow you to generate a report that will show all shipped sales orders including those that are cancelled or show only cancelled shipments.
- All Shipments including Cancelled
- Cancelled Shipments
Note
: The Cancel Date sorting option and filter criterion are also added to the Shipment Report.
Version:
AM10 for SQL and Express (MS1002 and higher)
Modules:
AR, AP, IC, BR, PR, MI, RA
TIP:
You can filter the GL Transfer Report in AR, AP, IC, BR, PR, MI, and RA modules by Amountstarting in AccountMate 10.2 for SQL and Express. When a non-zero value is entered in the Amountfield, the Transfer as Summary setting in Chart of Accounts Maintenance is ignored even though the Ignore Summary Settings checkbox is unmarked (i.e., transactions will be shown in detail).
Tech Support Tips
Versions:
AM10 for SQL and Express
AM9 for SQL and Express
AM8 for SQL and Express
AM7 for LAN
Module:
RA
Q:
Why is the RMA # field in the RTV Transactions > Line Items (or Line Item Details) tab disabled? How can I enter the RMA #?
A:
The RMA # field in the RTV Transactions function will be enabled only if the return code entered for the line item has a repair return action (e.g., RTV - Return for Repair, RTV - Repair and Credit, RTV - Repair and Replace, and RTV - Repair and Substitute). Once enabled, you can either manually enter the RMA # or select the RMA # by clicking the Lookup button.
Versions:
AM10 for SQL and Express
AM9 for SQL and Express (MS904 and higher only)
Module:
SO
Q:
The Enable SO Credit Hold checkbox is marked in the SO Module Setup > General (1) tab; however, I successfully created and shipped sales orders for customers who have exceeded their credit limit. Why?
A: Verify whether the Allow to Exceed Credit Limit checkbox is also marked in the SO Module Setup > General (1) tab. Once marked, you can proceed to create and ship sales orders for customers who exceeded their credit limit, making the Enable SO Credit Hold checkbox inapplicable.
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