Additional Customers & Vendor Lookup Methods

You can lookup a Customer or a Vendor:

  • by Name
  • by Number
  • by search — by adding a ‘?‘ to a partial name

We have modified the number option and added a new one.

The changes affect these versions:

  • Accounts Receivable Transactions — 1.1.5.45+
  • Sales Order — 1.1.9.25+
  • Ship Order — 1.1.8.95+
  • Accounts Payable Transactions — 1.1.5.93+
  • Purchase Order — 1.1.9.10+
  • Receiving Editor — 1.1.6.91+
  • Make Order — 1.1.5.53+

   Page 1 — customer / vendor lookup
   Page 2 — archive access
   Page 3 — phone access

Next – archive access >

File Name Options in Quiz and the Scheduler

In Quiz and the Background Schedule Task programs you can assign a fixed file name for the output of a report. The output format can be PDF, spreadsheet (in report or row formats), comma delimited or tab delimited.

We have added the ability to format the file name with variable embedded information.

  • Quiz (sqrstd.exe) version 1.1.6.50+
  • Schedule Task (smtask.exe) version 1.1.1.52+
  • Server Schedule Task (smtasksrv.exe) version 1.1.1.34+

The variable data is enclosed with < (left) and > (right) angle brackets.

For example, a file name is set as: “c:\temp\testfile.pdf”

Embedded Date fields:

  • “c:\temp\testfile <yyyy-mm-dd>.pdf” —  testfile 2013-01-01.pdf
  • “c:\temp\testfile <mm-dd-yy>.pdf”testfile 01-01-13.pdf
  • “c:\temp\<yyyy-mm>testfile.pdf”2013-01testfile.pdf
    • yy or yyyy — year
    • mm — month
    • dd — day

The date parts can be anywhere in the file name, in any order. They are replaced with the corresponding parts of the report date (or the trigger date if set in the Scheduler).

Embedded Number field:

  • “c:\temp\testfile <yyyy-mm-dd  ##.pdf”testfile 2013-01-01 00.pdf
  • “c:\temp\<###  mm-dd-yy> testfile.pdf”000 01-01-13 testfile.pdf
  • “c:\temp\testfile <###>.pdf” testfile 000.pdf
  • “c:\temp\<###>testfile.pdf” 000testfile.pdf
    • the # (pound) sign sets the position of the sequential number in the file name.
    • the number of # signs sets the maximum number that can be assigned: # = 0-9; ## = 00-99; ### = 000-999, etc.

The report program will look up the exact file name (with the variable date if present) starting with zero.  If that file already exists, the number is incremented by one until a matching file is not found. If all the possible numbers are used up, the file with the highest number will be overwritten. In the example above — testfile 2013-01-01 00 — testfile with that same date would have to be printed 100 times before the number ran out (00-99).

All of the embedded information must be contained in one set of left and right angle brackets.

QUIZ — the basics

Not to offend the technological professionals –  but Quiz is the report writer for the non-IT elect.

You want a Customer list? That takes nine words:

QUIZ-001

(or seven words if you don’t care about the sort order).

 

   Page 1 — the basics
   Page 2 — the result
   Page 3 — the FIVE key words
   Page 4 — find
   Page 5 — where
   Page 6 — print
   Page 7 — sort
   Page 8 — chart

Next – the result >

Managing Contact Information in Purchase Order

We have always had a contact table in Accounts Receivable. I got a request for the same sort of thing in Accounts Payable.

There is a growing tendency to email Purchase Orders to vendors. Though we had a contact field in the Vendor master, the person that the P/O is directed to isn’t always the same as that contact. So, we added a Contact table for this purpose.

   Page 2 — Contact Editor
   Page 3 — Email

Next — Contact Editor >

Telios Menu

This is the main access point for all of Telios Software. All of the programs execute through this access point.

0000 RAG 7-18-2012

  • Server– Address of server. This can be a IP dot format or alias from a Host file.
  • User ID– Login user ID
  • Password – server login password

Once the login is validated by the server and Telios, the main Telios menu will display:

0001 RAG 7-19-2012

   Page 1 — Telios menu
   Page 2 — the panels
   Page 3 — save tree
   Page 4 — menu bar
   Page 5 — email account
   Page 6 — window options

Next — the Panels >