Contents Include: >> Order Entry Notes: >> Run day processing within inventory control periodic processing. This process updates accounts receivable, and general ledger. >> View transactions in accounts receivable, and general ledger. >> Drilldown functionality in accounts receivable, and general ledger.

1. Monthly Web Chat with
Calvin O’Driscoll
September 20, 2012

2. Agenda
• GoToMeeting housekeeping
• Overview of order entry
• Demonstration of order entry
• Q&A

3. Housekeeping
• During the Webinar, all attendees will be muted and placed in listen
only mode. This is to eliminate issues with background noise, which
causes feedback to all callers.
• If you have a question, please enter it in the chat window and I will
answer promptly during the Q&A session.

4. Order Entry
NOTES:
• You can use Order Entry to process orders, shipments, and invoices.
• Order Entry is integrated with inventory control, accounts
receivable, project & job costing, and general ledger.
• Order Entry functions are restricted based on the security profile
attached to the system user within Sage Accpac security groups.

5. Order Entry
PROCESS:
• Open order entry / transactions/ order entry.
• Enter customer number, date, type, and location.
• Enter optional data in order, customer, taxes, sales split and optional
fields sections.
• Enter items, quantities, and unit price.
• Click post.
• Print order confirmation form if required.

6. Order Entry
PROCESS:
• Open order entry / transactions/ shipment entry.
• Enter customer number, and select order number.
• Enter optional data in shipment, customer, taxes, optional fields, and
sales split sections.
• Ship item quantities.
• Click post.
• Print picking slip form if required.

7. Order Entry
PROCESS:
• Open order entry / transactions/ invoice entry.
• Enter customer number, and shipment number.
• Enter optional data in invoice, customer, taxes, optional fields, and
sales split sections.
• Click post.
• Print invoice form if required.

8. Order Entry
COPY ORDER FUNCTION:
• Open order entry / transactions/ copy order.
• Enter customer number, and order number.
• Click go button.
• Modify details if required.
• Click Create.

9. Order Entry
CREDIT / DEBIT NOTE ENTRY:
• Open order entry / transactions / credit/debit note entry.
• Enter customer number, document type, and invoice number.
• Enter optional data in credit/debit note, customer, taxes, sales split
and optional fields sections.
• Enter transaction type on each detail line, modify item details if
required.
• Click Post.
• Print debit/credit form if required

10. Order Entry
ADDITIONAL NOTES:
• Run day processing within inventory control periodic processing.
This process updates accounts receivable, and general ledger.
• View transactions in accounts receivable, and general ledger.
• Drilldown functionality in accounts receivable, and general ledger.

11. Q&A

12. Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For support:
support@atlanticdatasystems.com