Processes

Quantum VS enables you to run various File Maintenance processes. These are routines which involve selecting and updating records, based on entered criteria, as part of a bulk process.

What Processes Are Available?

The full list of Processes is as follows. Click the 'Category' links for a summary of the Processes available in each category:

Credit Control Processes

• Bulk Credit Authorisation Update

• Set Change Status Flags

• Set Clear Stop Flag

File Maintenance Processes

• Bulk Changes

Inter Branch Transfers Processes

• Auto Confirm IBT Receipts

• IBT Period End

Purchasing Processes

• Buying Clear Down

• Purchase Invoice Update

Sales Desk Processes

• Add Automatic Forward Prices

• Add Promotional Forward Prices

• Add Quantity Break Forward Price

• Add Supplier Movement Forward Prices

• Apply Forward Prices

• Build Associated Products

• Build Top Sellers

• Bulk Back Order Release

• Bulk Credit Confirmation

• Bulk Despatch Confirmation

• Copy Special Prices

• Create Standing Order Sales Orders

• Forward Order Document Release

• Forward Order Stock Allocation

• Last Price Paid Clear Down

• Margin Adjustment

• Price Book Period End

• Record Card Clear Down

• Sales Invoice Print

• Sales Invoice Update

• Semi Automatic Forward Pricing

Stock Control Processes

• Bulk Bar Coded Products

• Import Scanned Stock Count Data

• Print Despatch Note Labels

• Print Kanban Labels

• Print Picking Note Labels

• Print Product Barcode Labels

• Print Product Labels

• Terminate Stock Count Entry

• Weeks Cover Update

System Administration Processes

• Build Super Index Extract

• Bulk Account Balances Update

• Initialise FIFO Buckets

• Remove Logical Locks

• Update Delegation And Permissions

Running Processes

To run a selected process:

1.      Either:

• From the Home tab: under links, select Processes.

  

   

• Or: From the Toolbar - Main Menu: select Tools > Show Processes.

   

  

   

• OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.

The Processes record opens in a new tab, listing all Processes by Name and Category.

2.      Use your mouse or [Tab] key to select the process you wish to run (e.g. Apply Forward Prices, as shown in the example above).

3.      In the fields to the right you may enter your criteria. For further details follow the links within this Help to the appropriate process.

4.      When you have selected your criteria, click Start on the Toolbar - Sub Menu to begin running the process.

When the process has finished running, a Status message will be shown listing a URL at which a report can be viewed and printed if necessary. Click OK to close this message. You may now close the Processes tab if you wish.

Process Notifications

When you run a Process (or Report) then tab away, a notification symbol displays on the Processes (or Reports) tab, indicating the number of Processes (or Reports) which require dealing with/viewing. For example:

NEXT: Credit Control Processes