Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] For further information on how to create a Formula, here is a guide on how to get started: Formula Documentation
Security Permissions to create Manufacture Batches: • Formula_Manufacture_Delete - Allows users to delete an existing batch • Formula_Manufacture_Save - Allows users to create, edit, and delete items on a batch • Formula_Manufacture_View - Allows users to see the Manufacture Batch page
Preferences On the Inventory tab in Preferences, there are three GL accounts that are required to be set to complete a batch. These account will be used during the Inventory [...]
[...] Output Material. They are used as the starting points of a batch.
b. Packaging - a Formula that can help associate packing cost to a specific Output [...]
Data Maintenance (New) ComCept .Net Data Maintenance is a web-based tool within ComCept .Net that is controlled by ComCept user security. This tool gives users the ability to manage “maintenance records”, such as customers, inventory and pricing. Data Maintenance users can add or edit hundreds or even thousands of records at once by manipulating spreadsheets. Users can work with their data [...]
Attn CDN Subscriber: PricePro and Data Maintenance join forces.
PricePro updates available from ComCept Solutions are now handled through the CDN Data Maintenance Application. This guide steps the user through the process of setting up and running a PricePro update. This functionality provides the user total control of what and when to have an update take place. It can be run as many times as needed between the dates prior to the next available update for that manufacturer. [...]
[...] until you manually take them away. We did this by adding new groups with the new permissions to your data, and then we assigned the new groups to your users.
You should add these new permissions to your security groups.
While we were making security changes, we also added some features to the Security Maintenance page, so you will have an easier time managing all these permissions.
Details ComCept made some essential changes to security. These changes allow you to better control which users can perform functions on the Point-of-Sale [...]
[...] field is display and reporting purposes only. Credit Status codes must be set up prior to use in the Data Maintenance task in the Company section (and should be done only with CDN Software Support). Default values are Bad, Good, Over, or .
Statement: Select the desired Statement type from the drop down box. This field is use in the Statements task to select and print the desire Statement type. Statement type codes must be set up prior to use in the Data Maintenance task in the Company [...]
[...] time to time as we make enhancements to the Mobile Suite updates are necessary as there is code and data running locally on your Mobile device which must be updated. Two types of “Updates” exist that you should be aware of: Normal Update Mandatory Update. Normal Update 1.When there is a new update available, you will get prompted after you login . The normal update gives you a choice of updating now or updating within the next 8 days . After the 8th day, the update will behave as a “mandatory” update, and the update will immediately commence upon login . Updates [...]
How to setup a New CollisionLinx Customer
Purchase Profile Help Documentation [...]
[...] hours. However, if changes are made to and item record during the day by using Master Inventory or Data Maintenance, the new Item Code Search part numbers will be available sooner as described below.
Update Item Codes If necessary, use the Data Maintenance utility to download spreadsheets of the Master Inventory items you want to change. Careful users may want to work on one manufacturer at a time before moving on to the next. Change the "Item Code" field so that it contains your [...]
Mobile Main page
Feature (Main) Menu - Data Menu Item
The Data Menu Item when tapped will bring up the Data Menu . The 4 options here are: Get New, Refresh, Send and Cancel . Cancel when tapped will stop the data sync process and close the Data Menu, returning you to the Mobile Shop Feature (Main) Menu. Feature (Main) Menu - Data Menu – Get New Get New will open up the Get New sub menu. [...]
Promotional Pricing Documentation Revision History 6/21/2011 - Initial revision by Rob Gamble 6/28/2011 - Updated screen shots by Rob Gamble 1/18/2013 - Added support for Minimum Price Summary ComCept .Net allows flexible promotional pricing, and introduces a powerful Price Lookup that simplifies and explains even the most advanced pricing structures. Promotional Pricing DEFINITION Promotional Pricing allows you to create system-wide price profiles that apply to all customers. These promotional price profiles allow you to define quantity break discounts as well [...]
Payroll Budgeting Training Documentation Introduction
Payroll Budgeting is the process of measuring estimated and actual payroll expense against projected and realized sales. It is an activity that keeps managers informed of profitability and allows them to proactively manage payroll costs. This documentation outlines the proper use of the ComCept Payroll budgeting module. Documentation is segmented by audience type, and covers all aspects of Payroll Budgeting, from preparation to reporting. Preparation [...]
[...] Order will be displayed. If not, the latest Work Order will be displayed. Switch to the Work Order Help Documentation .
Create PO
This option creates a Purchase Order for the items on the Invoice. If the items come from multiple vendors, the Vendor field will be blank. If all of the items come from the same vendor, the Vendor field will be populated. Switch to Purchase Order Help Documentation .
Recurring Billing
Sets up the invoice currently displayed on the screen [...]
Data List Maintenance [...]
[...] budget?
A: When you copy a pay period from one week to another, it will overwrite the target week's data. If the process is accidentally done backwards (the week with no hours is selected as the source week and the week that is completely filled out is designated as the target week), the target week will overwrite all of the existing data and replace it with no hours.
Q: What pieces of data do I need to create a payroll budget?
In order to create a payroll budget four pieces of data [...]
Welcome to the !
This site provides documentation and help topics for ComCept .Net software, including basic help, how-to articles and system specifications.
If you don't see a link to the topic you are looking for, try performing a Search from the left-hand side of this page. You may also [...]
Change [...]
Here are the instructions for changing an item type via a Data Maintenance Direct Update to Master Inventory.
Data maintenance:
Select Direct Update to Master inventory. Click Next Field selection: select Item Type and add field. Then set it to the item type you want to change the item to. Click Next Parameter screen enter the exact item code in both item code fields. Or parameters needed to cover multiple items at once. Click “test” to verify only 1 result returned. [...]
Introduction
The Price Profile maintenance can be accessed from the Thin Client version of ComCept.Net. It is located under the “Company” tab by selecting “Pricing Profile” as pictured below. From this screen Price Profiles, Customer Special Pricings and Free Goods can be added, modified, or removed. Proper security clearance is required to access this area of the application. Search Screen
The top box of the opening screen allows you to search for a specific profile by name, including the ability to do a wild card search by a part of the profile name using [...]
Documents
Company-Specific Settings "Line Code" Separator Line Codes are prefixes that can help distinguish between duplicate item codes from different manufacturers. This setting affects how items are selected in Item Code searches throughout ComCept .Net. (You will not change this setting often.)
Please see the help topic on Item Code Search Rules for a complete discussion on this setting.
Always-Visible Buttons on Work Order Screen There are many print options on the work order screen, so these buttons have been grouped [...]
Categories Help Documentation
ComCept Report Engine [...]
[...] Inventory users should only use the shipping worksheet to finalize shipments.
Signatures
Taxes Help Documentation
Taxing [...]
[...] orders.
This screen lists all pending orders that have been generated by analyzing your product usage data. You see all the orders that are still being worked before you have completed them as live orders.
Add PO/XFer
If there are no actively managed orders on this screen, click the "Add PO/Xfer" button to add an order. This button takes you to a screen where you specify criteria for an order or transfer. The screen should be familiar to you since it is a direct port of the old Generate PO screen. Once you create an order on this screen, the order will appear in [...]
A/R Credit Holds Help [...]
[...] just below the Customer Billing Information area:
Ship Via entries are maintained using the Data Maintenance task in the Table Shipping .
Technicians A user can select which technician will be working on the invoice.
Header Details Select the Details button to open the invoice header details dialog window to change invoice header information if required. These changes will only affect this invoice.
Sales Person: Select a different sales person.
Pricing Profile: Select a different pricing profile.
Tax Model: [...]
[...] payment batches. A payment batch ID is required to run the report. Once the report displays the desired data and the data is verified for accuracy, a Post button is available at the botton of the report. The Post button posts the payment batch to the accounting location.
Payment History The Payment History report is used to research past payment information. The parameters can be used to narrow down the results.
Posted Transactions The Posted Transactions report allows a user to search for all posted transactions based on the parameters [...]
[...] will check for any new software updates. The software displays in the text window when it is syncing data, or checking for software updates.
Also the Data Sync Indicator in the right hand corner will also show when the application is in the process of syncing.
From the Feature (Main) Menu in Mobile Shop you can access the different features available within the application. At this time only Replenishment is currently active. The Count Sheets , Orders , and Item Lookup features are [...]
[...] but no customer. The customer will need to be populated before the consignment is saved.
Line Item Data : This action item will turn on or off the section of the grid that displays the part number's on order, committed, on hand and available quantities. If the setting is set to Auto, these values will display. Manual hides the values.
Get Live Values : This option updates the items on order, committed, on hand and available quantities with the latest values.
Price lookup : This action menu item will display the Price Lookup module. If a customer is already entered, [...]
[...] added under the company tab of your application.
Under company section of ComCept.NET select Data Maintenance Select UOM from the drop down list. Click the search button to view existing UOMs To add a new click Add New at bottom of screen Populate the long and short name as desired In the boxes provided. NOTE: Good idea to try and keep long and short names the same.Click Save. The Local Updater will make the new UOM available within 10 minutes or so on the PC’s. If needed to access immediately navigate to the Home screen [...]