Default Settings

• Main setup screen
• Default screens for inventory, BOMs, MRP, jobs, job labor, purchasing

Accounting Configuration

• Option to use DBA financial modules or financial transfer module

Password Security

• Menu option level access permissions by user
• Non-accessible menu options are invisible to the user
• Change password

User-Defined Fields

• Up to six user-defined fields can be added to these tables: items, customers, suppliers, sales orders, jobs, purchase orders
• Fields can be text fields, date fields, or a set of allowable values

Forms Editing

• Forms edit utility enables adding logos, barcodes, special fields, font changes on forms and labels
• Forms include quote, acknowledgment, packing slip, invoice, PO, customer statement, check
• Labels include item labels, shipping address labels

Item Labels

• No limit to the number of custom label formats that can be created
• Labels can be generated directly from job and PO receipt transactions and can include job or PO header information
• Lot and serial number printing
• Stock item labels can be printed as needed

Grids

• Spreadsheet style grids are used on opening lists, lookups, and inquiries
• Column resorting in ascending or descending order
• Columns can be dragged to different positions
• Output to Excel, html file, text file, or to the printer

Data View Reporting Tool

• Does not require programming skills to use
• Each data view has a selection screen for data filtering
• Ability to create and save custom layouts
• Fields can be excluded by dragging off the screen
• Fields can be dragged into header to create sub-groupings
• Output to Excel, html file, text file, or to the printer

GL Spreadsheet Generator

• Compares GL data across multiple accounting periods
• Actual vs. budget comparisons
• Ability to create and save custom layouts
• Output to Excel, html file, text file, or to the printer

Document Management

• User-defined document groups
• User permissions by document group
• Documents directory viewer
• Document linking to items, descriptors, customers, suppliers, jobs
• Job retrieval of linked item, descriptor, customer documents

Activity Notes

• User-defined note types and analysis codes
• Notes attach to jobs, customers, suppliers, items, and descriptors
• Action date for follow-up
• Can be used to track engineering changes and collections
• Action report lists open and closed notes
• Each user's My Action List screen displays open activity notes