Mode Specific Tools - Clients Vendors


These Clients Vendors tools are accessible from the different modes within SapphireOne.

AlanKey

Accounts Mode Tools

Inventory Mode Tools

Job Projects Mode Tools

Assets Mode Tools

Payroll Mode Tools

Utilities Mode Tools

Workbook Mode Tools

Accounts Mode Tools

Query Linked Transactions

Displays all records with a link to the highlighted transaction.

Modes: Accounts, Utilities. Where: Transaction Inquiry, Invoice Inquiry.

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Include Inactive

Displays records marked as Inactive in standard lists. Modes: Accounts, Inventory, Job Projects, Assets, Payroll, Utilities. Where: Numerous.

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Show Parent Child Related

Clients Vendors – Displays all Parents and Children related to the selected Client or Vendor. Modes: Accounts, Inventory, Job Projects, Assets, Payroll. Where: Client or Vendor Inquiries.

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Make Inactive

Makes an item or record or a number of selected items or records Inactive. Items will no longer appear in the standard lists and will not be available for use in transactions. Modes: Accounts, Inventory, Job Projects, Assets, Payroll. Where Used: Numerous.

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No ABN Summary

Produces a report of all Vendors who do not have an ABN entered in their master file. Modes: Accounts, Inventory, Job Projects, Assets, Payroll. Where Used: Vendor Inquiries.

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Allocation

Modes: Accounts, Job Projects. Where: Allocation Inquiry, Allocate Projects.

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Clone

Replicates a selected item exactly, except for the ID. Modes: Accounts, Assets, Utilities. Where: Numerous.

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Inventory Mode Tools

Sales Support

Provides Sales staff with access to customer specific inventory item selling prices. Mode: Inventory, Job Projects. Where: Inventory Inquiry & Inventory Locations Inquiry

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Import Prices

Allows importation of inventory item Selling prices. Modes: Inventory, Job Projects. Where: Inventory Inquiry.

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Custom Report to PDF

Creates PDFs of the selected Custom Report for the inquiry selection

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Toggle Web

Toggles web display of selected inventory items. Modes: Inventory, Job Projects. Where: Inventory Inquiry.

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Serial Check

Checks the total number of a stock item available as listed against the actual Serial information. Modes:Inventory, Job Projects. Where: Inventory Inquiry

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Duplicate

Duplicates a single inventory item or a selected group of Inventory Items. Modes: Inventory, Job Projects. Where: Inventory Inquiry

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Clone to Location

Clones all highlighted inventory items to a selected location. Modes: Inventory, Job Projects. Where: Inventory Inquiry

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Matrix Table

Checks to see if a highlighted item is part of a Matrix and displays the actual matrix including stock levels for all included Inventory items. Modes: Inventory, Job Projects. Where: Inventory Inquiry

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Hire Calendar

Displays any inventory items with a type set to HIRE, either currently out on hire or returned. Modes: Inventory, Job Projects. Where: Inventory Inquiry.

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ReOrder

Allows the automatic creation of Vendor Orders for items that require reordering. Modes: Inventory, Job Projects. Where: Inventory Location Inquiry.

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Stock Scan Count

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Update Price by Markup

Updates all Standard Prices using Pricebook and the last cost of the item. Modes: Inventory, Job Projects. Where: Inventory Location Inquiry.

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debug

Checks for errors in Price Book. Modes: Inventory. Where: Price Book Inquiry.

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Import

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Expiry Date

Sets a New Expiry date for items with serial numbers. Modes: Inventory. Where: Serial Number Inquiry.

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Split Pack

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Modes: Inventory. Where: Serial Number Inquiry.

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Location Change

Changes the location of the selected items
Modes: Inventory. Where: Serial Number Inquiry.

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Expiry Increase

Increase the Expiry Date of serialised inventory items by a specified number of days. Modes: Inventory. Where: Serial Number Inquiry.

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Grouping

Allows the user to create and name groupings of items displayed in a Matrix. Modes: Inventory. Where: Serial Number Inquiry.

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Job Projects Mode Tools

Availability Chart

Display a calendar/chart showing the status of Resources within the system. Modes: Job Projects. Where: Resource Inquiry.

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Include Finished

Displays a list of all projects including those with a Primary Status of Finished. Modes: Job Projects, Payroll. Project Inquiry, Employee Inquiry.

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Mark Finish

Marks highlighted Job projects as Finished. Modes: Job Projects, Payroll. Where: Job Project Inquiry.

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Allocate Task Inventory

Allocates Inventory items listed in a Project Task. Modes: Job Projects, Payroll. Where: Job Project Inquiry.

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Export ATP Summary

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Export ATP

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Assets Mode Tools

Change Password

Allows a Password to be changed from the Inquiry screen for a highlighted item. Modes: Assets. Where: Password Inquiry.

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Remove Duplicates

Removes duplicate entries from Contacts. Modes: Assets, Workbook. Where: Contact Inquiry.

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Copy to Vendor

Clients Vendors – Links a highlighted contact to a Vendor. Modes: Assets, Workbook. Where: Contact Inquiry.

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Copy to Client

Clients Vendors – Links a highlighted contact to a Client. Modes: Assets, Workbook. Where: Contact Inquiry.

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Payroll Mode Tools

Quick Leave Info

Display a short summary of leave for a single selected employee or a total of leave details if multiple employees are selected. Modes: Payroll. Where: Working Transaction Inquiry.

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Bulk Change Pay Period Date

Allows a selected group of employees pay dates to be altered. Modes: Payroll. Where: Working Transaction Inquiry.

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Add Uniform Leave

Adds to the Working Transaction for either a single employee or a group of employees a common leave type. Modes: Payroll. Where: Working Transaction Inquiry.

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Reload Pay

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Do Not Pay

Removes selected employees from the current working transaction list for that pay run only. Modes: Payroll. Where: Working Transaction Inquiry.

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Power Recalc

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Modes: Payroll. Where: Working Transaction Inquiry.

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Power Add Line

??Adds the same line to all employees.

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Leave Calendar

Displays a graphical representation of leave taken and booked for the specified time period. Modes: Payroll. Where: Employee Inquiry.

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Find Valid TFN

Displays only employees with valid tax file numbers. Modes: Payroll. Where: Employee Inquiry.

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Find Invalid TFN

Displays only employees with invalid tax file numbers. Modes: Payroll. Where: Employee Inquiry.

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Decrypt TFN

Decrypts Tax File Numbers when exported. Modes: Payroll. Where: Employee Inquiry.

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Encrypt TFN

Encrypts Tax File Numbers when exported. Modes: Payroll. Where: Employee Inquiry.

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Reset Hol Set Date

Resets Holiday accumulation date to Employee start date. Modes: Payroll. Where: Employee Inquiry.

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Reset Sick Set Date

Resets Sick Leave accumulation date to Employee start date. Modes: Payroll. Where: Employee Inquiry.

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Reset LSL Set Date

Resets Long Service accumulation date to Employee start date. Modes: Payroll. Where: Employee Inquiry.

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Utilities Mode Tools

Temporally Removal from BAS

Allows specific transactions to be temporally excluded from a BAS Query. Modes: Utilities. Where: Transactions.

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Cancel Temporary Removal from BAS

Cancels the temporary exclusion of a transaction from a BAS query. Modes: Utilities. Where: Transactions.

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Analysis for Allocation Audit

Reports details of transaction and their allocation. Modes: Utilities. Where: Transactions.

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Retrieve to Current

Retrieves transactions from History. Modes: Utilities, Inventory. Where: Transactions, Invoices, Manifest Inquiry.

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Open Linked Audit Lines

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Open Linked Invoice Lines

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Include Deleted

Includes records marked as Deleted in standard lists. Modes: Utilities. Where: Transactions.

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Workbook Mode Tools

Prioritise Selection

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Strip CR from Notes

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Delay One Day

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Query from Related

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Batch Link

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Batch Import

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Batch Export

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Folder Import

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