Sales Notes
This new facility allows notes to be entered against
a customer account; when an account has a note, red text
is displayed on the customer record indicating the presence
of a note. A Customer Notes report is now available in
Sales Reports. Notes that are older than 12 months and
marked as completed are automatically removed by running
Tidy System Files in System Utilities.
Nominal View
The Nominal View enables the analysis of nominal data
by Year, Period, Nominal Type, Sub Type and Account.
A drill down facility allows the user to zoom down to
Type, Sub Type and Account level, which can also be printed.
Dispute Reason Codes for Customer/Supplier
Invoices
Customers
A new option is available in Sales, Set Options – Mandatory
Reason Code, together with a new menu item for Reason
Code Maintenance. Where an item is disputed a reason
code can be assigned to the transaction, which can be
viewed from within Sales Processing Account View. The
Disputed Invoices report has also been enhanced to include
the reason code. Where reason codes are mandatory, a
user is unable to dispute an invoice without assigning
a reason code.
Suppliers
A new option is available in Purchase Set Options – Mandatory
Reason Code, together with a new menu item for Reason
Code Maintenance. Where an item is disputed a reason
code can be assigned to the transaction, which can be
viewed from within Purchase Processing Account View.
The Disputed Invoices report has also been enhanced to
include the reason code. Where reason codes are mandatory,
a user is unable to dispute an invoice without assigning
a reason code.
Dormant Customers, Suppliers and Stock
Items
It is often a requirement that the history of a customer/supplier
account or a stock item is kept when the account or stock
item is no longer active. The new Dormant indicator accommodates
this requirement in the Sales Ledger, Purchase Ledger
and Stock module, allowing customers, suppliers and stock
items to be identified as Dormant when historical transactions
prevent deletion.
Sales Ledger
The Dormant indicator is available for each customer
in the Terms Profile. Before a customer can be marked
as Dormant the account must fulfil the following criteria:
A new check box has also been added to the criteria on
the List of Accounts report called Include Dormant Accounts.
The following Sales Reports do not include Dormant customers:
The dormant indicator is available for each supplier from
within the Terms Profile. Before a supplier can be marked
as dormant the account must fulfil the following criteria:
A new check box has also been added to the criteria on
the List of Accounts report called Include Dormant Accounts.
The following Purchase Reports do not include Dormant suppliers:
The dormant indicator is available for each stock item
in Options. Before a stock item can be marked as dormant
it must fulfil the following criteria:
A Dormant stock item cannot be included on any stock movement
transactions throughout Opera.
The Net Issues History report includes an option to included
Dormant stock items. The following Stock reports do not
include Dormant stock items: