Re: Costing Information in the Product level. How can I quote the same product to different customers, with different prices for each customer? If there is an order for two different prices, then the Estimated Profit Analysis will show only the last updated Costing Information from the product
Create a new product for each customer, this way the costing is separate.
How do I add a new product?
From Home Page, Sales and Purchases, Sales Elements section Select Products A list of existing products is displayed Select GO Enter the Product Id (it must be unique) Select Add Product Id Enter the product information Select Update
How do I change an existing product?
From Home Page, Sales and Purchases, Sales Elements section Select Product A list of existing products is displayed. From here you can: Manage Documents View Edit Delete
How can I change the Unit Price on an issued PO?
Provided the PO has NOT been shipped: PO Menu (select the PO #) PO Change Select the Line Number you need to change Select the price and Payment Terms Tab Enter the correct price in the Price field This will update all the shipment prices for the line Update Type a comment to explain the […]
How do I add a new Vendor?
From Home Page, Sales and Purchases, Purchase Elements section Select Vendors A list of existing vendors is displayed Select GO Enter the vendor Id (it must be unique) Select Add vendor Id Enter the vendor information Select Update
How do I make changes to vendor information?
From Home Page, Sales and Purchases, Purchase Elements section Select Vendor A list of existing vendors is displayed. From here you can:Manage Documents View Edit Delete
How do I change the PO daily Exchange Rate?
The default exchange rates in your VIS are in the System Table called ‘Currency Codes’. At the start of the day, you should update the exchange rate so that all SO and POs have the current exchange rate. Tools (top left of home page) Master Tables maintenance System Tables Edit Currency codes Edit the currency […]
In Purchase Order Preparation, I receive a message ‘This purchase order is part of Contract (#). All updates to line and shipment quantity and date information must be made through the Contract screens’ what does this message mean?
This message appears because this PO is part of a contract (not a stand-alone PO) any changes to line, shipment quantity and date must be done through Contracts. Select Contracts, contract preparation, prepare, on the PO side edit as needed
How do I issue a quote?
Quotes are never issued, they expire. So they are fine if the status is “Quote is not Issued”
On an invoice the billing information needs to be modified slightly, I need to change the billing address
To change the Billing Information on the Invoice…. in Invoice Maintenance, the first tab, Scroll all the way to the bottom. You have the sold to, ship to and bill to addresses that you can modify. These changes will reflect on the invoice document
