Setting up and Configuring NEOSYS Agency System - Revision history

Arvind: /* Principles of Document Numbering in NEOSYS */

2018-05-15T06:23:13Z

Principles of Document Numbering in NEOSYS

← Older revision		Revision as of 06:23, 15 May 2018
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	#Best practice is to only have sequential numbering		#Best practice is to only have sequential numbering
	#Enter things that change least frequently (or not at all) more to the left of the structure.		#Enter things that change least frequently (or not at all) more to the left of the structure.
	#Items like sequential numbers must be separated with/from other parts of the structure (because sequential numbers in NEOSYS generally do not have leading zeros and therefore can have a variable number of digits.		#Items like sequential numbers must be separated with/from other parts of the structure because sequential numbers in NEOSYS generally do not have leading zeros and therefore can have a variable number of digits.
	#To make easier to read and type, consider omitting the / character between parts of the structure that have constant number of characters like company code and two digit year		#To make easier to read and type, consider omitting the / character between parts of the structure that have constant number of characters like company code and two digit year
	#Omit prefixes like SCH, JOB, EST, PO, INV etc while numbering documents as it is inconvenient having to enter those letters over and over again every time you want to access a document		#Omit prefixes like SCH, JOB, EST, PO, INV etc while numbering documents as it is inconvenient having to enter those letters over and over again every time you want to access a document

Steve: /* Importing Clients */

2018-02-26T06:23:25Z

Importing Clients

← Older revision		Revision as of 06:23, 26 February 2018
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	== Importing Clients ==		== Importing Clients ==

	WARNING: You ~~should~~ trial out importing in test database first.		WARNING: You MUST trial out importing in test database first, otherwise you risk messing up your live database clients.

	Before you start importing anything make sure that you use the clearing procedure to clear down any old data first.		Before you start importing anything make sure that you use the clearing procedure to clear down any old data first.

Priyanka: /* Converting database to "invoice numbering per company" */

2017-07-30T11:45:17Z

Converting database to "invoice numbering per company"

← Older revision		Revision as of 11:45, 30 July 2017
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	F5		F5
	AGP		AGP
	edit line 48 to be 1		edit line 48 to be 1 (To confirm you are on field 48 press CTRL+E)

	F5		F5
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	#Verify you have Invoice Numbering by Company enabled		#Verify you have Invoice Numbering by Company enabled
	#Ensure that company code is part of the job/order/estimate number format		#Ensure that company code is part of the job/order/estimate number format


	== Converting database to "one invoice number sequence across all companies" ==		== Converting database to "one invoice number sequence across all companies" ==

Priyanka: /* Principles of Document Numbering in NEOSYS */

2017-06-22T06:22:41Z

Principles of Document Numbering in NEOSYS

← Older revision		Revision as of 06:22, 22 June 2017
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	*1000 - Best practice		*1000 - Best practice
	*X1000 - use when multi-company setup is used		*X1000 - use when multi-company setup is used
	*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate X and 12.		*12/1000 - use when year is required in document numbering
			*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate X and 12

	Poor Format Examples:		Poor Format Examples:

Priyanka: /* Principles of Document Numbering in NEOSYS */

2017-06-22T06:14:50Z

Principles of Document Numbering in NEOSYS

← Older revision		Revision as of 06:14, 22 June 2017
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	*1000 - Best practice		*1000 - Best practice
	*X1000 - use when multi-company setup is used		*X1000 - use when multi-company setup is used
	*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate		*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate X and 12.

	Poor Format Examples:		Poor Format Examples:

Priyanka: /* How to Configure */

2017-06-21T11:58:25Z

How to Configure

← Older revision		Revision as of 11:58, 21 June 2017
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	<NUMBER> would give numbers like 1000		<NUMBER> would give numbers like 1000

	<COMPANY><NUMBER> would give numbers like ~~X/1000~~		<COMPANY><NUMBER> would give numbers like X1000

Priyanka: /* How to Configure */

2017-06-21T11:58:13Z

How to Configure

← Older revision		Revision as of 11:58, 21 June 2017
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	<NUMBER> would give numbers like 1000		<NUMBER> would give numbers like 1000

	<COMPANY>/<NUMBER> would give numbers like X/1000		<COMPANY><NUMBER> would give numbers like X/1000

Priyanka: /* Principles of Document Numbering in NEOSYS */

2017-06-21T11:57:03Z

Principles of Document Numbering in NEOSYS

← Older revision		Revision as of 11:57, 21 June 2017
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	Good Format Examples:		Good Format Examples:
	*1000 - Best practice		*1000 - Best practice
	*~~X/1000~~ - use when multi-company setup is used		*X1000 - use when multi-company setup is used
	*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate		*X12/1000 – also ok, X and 12 are both fixed number of characters so don’t need / to separate

Arvind: /* Configuring Invoice Numbering Sequence */

2017-05-09T08:50:43Z

Configuring Invoice Numbering Sequence

← Older revision		Revision as of 08:50, 9 May 2017
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	New option in the Configuration File, a Format called <YEARWISE> which allows you to specify a different starting number for each year. An invoice number format of <NUMBER><YEARWISE> means that while the year does not form part of the invoice number (as would be the case if the invoice number format was say <NUMBER>/<YEAR2>) you can use different ranges of invoice numbers for each year. This prevents the mixing up of invoice numbers between years.		New option in the Configuration File, a Format called <YEARWISE> which allows you to specify a different starting number for each year. An invoice number format of <NUMBER><YEARWISE> means that while the year does not form part of the invoice number (as would be the case if the invoice number format was say <NUMBER>/<YEAR2>) you can use different ranges of invoice numbers for each year. This prevents the mixing up of invoice numbers between years.

	== [[Invoice_Numbering \| Configuring ~~Invoice Numbering Sequence~~]] ==		== [[Invoice_Numbering \| Configuring Starting Numbers of Documents]] ==

	== How are wip/accrual ledgers structured ? ==		== How are wip/accrual ledgers structured ? ==

Arvind at 12:32, 8 May 2017

2017-05-08T12:32:32Z

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