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Evo-ERP and DBA Classic >> General DBA Topics >> New Menu GL-R
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Message started by John_Howard on 06/24/05 at 09:33:53

Title: New Menu GL-R
Post by John_Howard on 06/24/05 at 09:33:53

Lynn:
I just looked at your new Menu GL-R (Business Status)
Intersting idea and lots of potenital. ::)

Question:

How do you print portions or all of this report?

Changing the date range does not seem to do anything even after hitting the refresh button. Could you explain more of how to operate this program.

Thanks,

John Howard ::)

Title: Re: New Menu GL-R
Post by Lynn Pantic on 06/24/05 at 17:24:30

Can't print as a report, but you can print screen using any of a number of utilities (or press Print Screen button to save to clipboard, then open Word and right click and paste, then print).

As for program logic, the first time GL-R loads, it calculates the balances of all totals from subsidiary files, meaning it uses the Aging, Open Order Report, WIP Summary and other similar logic to establish the starting numbers. That's why it takes a while to load the very first time.

The period start and end dates will be the current month (to begin with). Once data has accumulated, when a new month starts, the prior month page will be saved and a new page will start. That will make the Next and Previous buttons work, once there are multiple months of data built up. If you have to backdate entries once a new month has been started, the values such as AR Balance that are running balances rather than Month to date will roll forward correctly.

Either clicking the Refresh button in the lower right corner in GL-R or posting transactions in GL-O updates the values so if you post GL-O regularly, Refresh won't do much. In any event, there are controls in place so entries don't get double counted if one person clicks Refresh in GL-R and then somebody else posts in GL-O. If you try to Refresh in GL-R and another user is in GL-O posting, it won't refresh and will give a message that another user is posting.

SD-Q has 2 settings in the System Manager section relating to this program. One is a setting that controls whether the Refresh happens automatically every time the program loads. The other controls which "CASH" accounts (As defined in AD-B) are included in the Cash value on the screen. If you have a liability account defined as a "Checking Account" for processing Credit Card payments to vendors, you wouldn't want it to reflect in the Business Status as part of the Cash balance. If you don't edit these settings, all accounts will be included.

This is the first release of this program but we are excited about its potential - feedback welcome. Please post comments to the forum rather than emailing me so all users can comment.