BCM Activity
Creditors Dashboard Menu
Creditors Journal Transactions Menu
Creditors Journal Transaction Search
Click on Creditors Module> Activity> Creditors Journal Always click on search to avoid duplicati...
Add Creditor Journal Transaction
Attachments Memo Clone Create Template Custom Fields ...
Creditors Journal Xero Processing
Creditors journal can be processed to Xero for Invoices and credit Notes. This will create a Bil...
Creditors Payment Menu
Creditors Payment Search
Video manual 2020 - Click Here Creditors Module > Activity > Creditors Payment Search ...
Add Creditor Payment
Click on Creditors Module> Activity> Creditor Payment Search Click Add button to create a new Cr...
Bulk Add Creditor Payments
This function allows one to add multiple suppliers for payments Select options for suppliers...
Creditors Cashbooks Menu
Creditors Cashbook Search
Video training manual 2016 - Click Here Creditors cashbook is used to control payments to credit...
Add Creditors Cashbook
Click Add to create a new cashbook Attachments Create Reminder Allocate ...
Bank Payment Schedule Export
Bulk supplier payment Export bank file Supported banks ANZ Bank ANZ Direct ASB Bank BNZ Ba...
Stock Order Menu
Stock Order Search
Creditors Module > Activity > Stock Order Search Double click on the Stock Order you are wanting...
Add Stock Order
The stock order function enables the automatic creation of one or multiple supplier purchase orde...
Stock Order Functions Explained
Buttons Explained Items Work out your quantities to order and send them to Purchase Orders Sea...
Stock Order columns explained
Stock Order Columns Select Tick the box of the items you would like to select, you ca...
Purchase Orders Menu
Purchase Order Overview
Overall process The Purchase Order process can run in multiple options from simple steps to...
Purchase Order Search
Creditors Module> Activity> Purchase Order Search Allows you to search for an existing ...
Purchase Order Reminder Function
Create Reminder Purchase order item> Create reminder tick box Should you wish to create a remin...
Purchase Order Processing
Select Creditors Module Activity> Purchase Orders Should you wish to edit and existing purcha...
Purchase Order MOQ
Added in the new field for MOQ which fetches it from the item and the supplier Put the value in,...
Reverting Purchase Orders
Under System Configuration>General >User Setup Find the name of the User you want to give Pur...
Approval Levels Setup
Systems Configuration> Security> Approval Levels The administrator will setup approval levels fo...
Purchase Order Job Allocations
Add the Job number to the header of the Purchase order so that when you enter a line on the purch...
PO Receiving Stock- Barcode Scan
In this scan we are going to scan the item which will find it and mark up the receive quantity. ...
Purchase Order Authorisation
The authorization of the PO is essentially a supervisor/ manager reviewing the purchase order and...
Purchase Order Shipping Tab
The shipping Tab is related to the delivery of goods To ship goods go to: Creditors/ Suppliers ...
Adding Purchase Order
Creditors>Activity>Purchase Orders Select a Supplier: Short Search – just type in part of the ...
Purchase Order Serial Number Import
Once you receive your order, you many have multiple serial numbers to import into the Purchase Or...
Serial Number Import (Purchase Order)
Once you receive your order, you many have multiple serial numbers to import into the Purchase Or...
Receive Stock Menu
Delivery Note Processing Menu
Delivery Note Processing Search
Creditors Module> Activity> Delivery Note Processing Delivery notes are working documents, in...
Edit Delivery Note
Attachments Create Reminder View Purchase Order Inventory Overview ...
Delivery Note Process
Creditors Module>Activity> Delivery Note processing Delivery note process is where a company can...
Goods Received Notes (GRV) Menu
Goods Received Note (GRV) Search
Video training manual 2016 - Click Here Creditors > Activity> Goods Received Note Record of goo...
Edit Goods Received Note
This is where GRV is created Basic Tab Supplier Name will show the name of the suppli...
Goods Received Voucher (GRV) Process
Go to Creditors Module> Activity Select Goods Received Note (GRV) menu item Enter the Supplie...
GRV Attachments
Select Goods Received Note (GRV) menu item Enter the Supplier Name and select the required Date ...
Prompt For Post
Creditors > Activity >Goods Received Note > Process When the prompt for posting screen comes up...
Outsourcing Work
This manual describes how one can receive a product and send this product out to an external supp...
GRV with Importation Split
Creditors/Suppliers > Activity> GRV Typically, one would only use the importation split function...
GRV posting detail per line on GL
New GRV Importation Split Manual Scansku
GRV with Importation Split from Purchase Order for ScanSku Once you receive stock from a supplie...
GRV with Importation Split from Purchase Order (Generic)
GRV with Importation Split from Purchase Order Once you receive stock from a supplier and added ...
GRV lines import
There are multiple options to import data into the GRV Import SN (Serial Number) Excel fi...
Serial Number Import (GRV)
Using the GRV import for serial numbers is appropriate when you do not have a purchase order and ...
Stock Return Notes Menu
Creditors Allocations Menu
Creditors Allocation Decimal Journal Menu
Creditor Interactions Menu
Creditors Template List Menu
Creditors Interest charge Menu
Supplier interest charge
Creditors Interest setup
Before using Creditors Interest ensure all setups are completed first GL Links Setup Setting up...
Creditors setup for interest
Setup the various Creditors for interest Search for the Creditor that you want to setup Edit ...
Creditors interest Journal
Run the Creditors interest transaction journal This will run an interest run for all creditors t...