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Cashbook Receipt - Foreign Debtor

BGL Activity GL Cashbook Menu

If you trade in multicurrency and have foreign debtors, these debtors will likely pay in the respective foreign currency. Using multicurrency will typically imply that you may have debtors that are invoiced in the USD as an example As such the debtor, when m...

Troubleshooting

API Connections Xero API

Trouble Processing a Transaction If you are trying to process an invoice, Credit Note, GRV or a Stock Return and you get an error, you can disconnect Huge ERP from Xero. System Configuration > Security >API Setup Click Search Double click on Xero to open ...

Duplicate Entry Fix

Utility

Fixing out of balance entry General Ledger Module > Analysis > Account Analysis In the Account drop down menu, look for Accounts Receivable Take your date back to the first of the previous month Change Doc Type to Invoices  Click Search Export your sea...

Stock Level Adjust

Stock

Increasing or decreasing stock levels from Webatar App Module access setup New module falls under the Stock Group System Configuration > General > User Setup Go to the "Module Access" tab Click on "Edit" at the mobile Role Tick the "Stock Level A...

Job lines Item Status

Icons Defined

Icons for Manage job lines and Job Lines Icon Details  Stock Item Service Item Custom Item Fixed Asset The item is marked as a Unit of Measure The item is f...

Multi-text Search

BSCM - General User Setup

Multi text search allows one to search on individual names within the table These are active on the following drop downs: Inventory item search on code and name Debtors search on code and name Creditors search on code and name Task builds on code and na...

Inventory Lab Status Icons

Icons Defined

These icons inform the user whether a test sample was submitted to the lab. No Icon No test has been done on this item One active test submitted Two active tests submitted Three active tests submitted Test co...

Task Setup - Retain Sell Price

AJC Configuration Template Task Setup

When using build tasks on the jobs, there are instances when the underlying components may change on the actual job during manufacture. the replacement component may have a different sell price compared to the original item on the task. If you then edit the t...

Line No Test Results

LABC - Analysis

Lab Module > Analysis > Line No Test Results You can find the new columns on the far right of the grid A Sample Status B Submitted Date C Completion Date D Comments - can edit directly in the gri...

Sample History Search

LABC - Analysis

Lab Module > Analysis > Sample History Search We will be giving your clients access to this window so that they can print the sample barcode labels A View button to be disabled for clients B Barcode Print buttons will be he...

Test Status by User

LABC - Analysis

Lab Module > Activity> Test Status by User A Endorsements are showing on grid per test B Comments added - can edit in grid C User Submitted defaulted to All Test Status by User A ...

Lab Tests Search

LABC - Analysis

Lab Module > Activity > Lab Tests Search A Endorsements show on grid B Comments - edit in grid C Test Status - Defaulted to All D Lab Tech - Defaulted to All

Comments

LABC - Analysis

Comments for Samples Test Comments   Comments added to Sample Grid Lab Module > Activity > Samples

Test Views

LABC - Analysis

Lab Module > Activity > Lab Tests Search Line No and Line description displaying correctly

MD and FD Germination Tests

LABC - Analysis

Icon will change and stay changed when clicked

Serial number scanning

Stock

The Webatar app allows one to scan via serial numbers Only outwards serial number will check database to see if the serial number exists. Inwards serial numbers do not check database, but will create new serial numbers.  Only Serial numbers that are In Stoc...

Batch Serial numbers

BIM - Activity Batch Serial Number

Batch serial numbers allows one to create multiple serial numbers on the fly for stock items. Search Search for Batch Serial number batches Add Add a new batch with created serial numbers Edit Edit batch Cancel Cancel a batch P...

VAT Rate Change Procedure

BSCM - General VAT / GST table

NOTE: This option is ONLY for South African companies and can only be run from the 01 May 2025 In the event that the VAT rate changes, one will need to update the system to the new VAT rate. The VAT rate changes will affect the following entries: Any open...

Pricing Level Promotion

AIM - Configuration Inventory Setup Menu

Pricing level promotion is different to item promotion. The big difference is that pricing level promotion gives a special price to only that price level structure whereas the item promotion will override all pricing structures. Pricing level promotion can b...

Invoice Value Summary

BJC Activity Invoice Job to be Invoiced

Summary invoice values are values that are not displayed on the invoice but show the total value of items grouped by the inventory item type. Service = Labour Custom = Consumables Stock = Materials These are show at the bottom of the invoice and do not dis...