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item is no longer active.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:
