Connecting the dots between data that resides in your system doesn’t always go your way, especially if the data doesn’t reside in or the relationship between input forms are not pre-established in the system.
With the ACT: Report Localization Pack, your data works for you, the way you need it, in predefined reports tailored to what business leaders truly want to know – no customization needed!
Experience better inventory tracking with additional fields to capture the data you want. Comes with optional auto-populated values on Item Tracking Line for items with lot numbers and carries the input values to the Item Ledger Entry upon posting – complete record of everything you need to trace.
A suite of predefined reports that give you access to intelligent data, that helps you accurately understand your business inside-out.
See what other reports and documents are available in this list
Record all cash sales and walk-in customers, and issue cash bills for transactions in one go. Also, track debit notes with current obligations on existing invoices issued with landed costs factoring, enabling better cashflow management.
Here’s a handy list of the reports and other documents available in the app. To find them quickly within your system, you can either search for the Report ID or the name in the description.
It is impossible to manage all the cash customers detail information in BC. With this function, the user can create a sundry customer card for all the cash customers, and effectively capture all customer data for better engagement, marketing or analysis purposes.
Sales Cash Bill is s subtype of a Sales Invoice, that the user can categorize into normal trading sales, or cash sales in BC. With the help of the subtype, you will be able to do a deeper sales analysis based on the mode of trade.
Yes, the Sales Cash Bill can be used for both normal trading customer and cash customers.
Yes, all the types available for sales lines are available for selection in Sales Cash Bill lines.
Invoices refer to commercial documents from a seller to a buyer formally documenting the details of a sales transaction. These typically include agreed quantities of products or list of services, agreed prices, and payment terms.Debit notes, on the other hand, are commercial documents reflecting the monetary debt owed by seller to buyer, that acts to correct the overcharge of an invoice, reflecting a reduction in expenses. This is commonly used in a goods return scenario.
There are one-time setups that need to be completed before you can use the debit notes function. These are the “No. Series Assignment” on the “Sales & Receivables Setup” as well as “Purchase & Payable Setup”.This is because these documents typically run on auto-generated running numbers. Without these setups, the system will not be able to provide a number in the series to apply to the document, which will cause errors when you try to post the transaction.
Yes, all the types available for sales lines and purchase lines are available for selection in Debit Note lines.
Yes, Debit Notes can be issued to both normal trading customer as well as cash customers in the system.
A majority of Sales & Purchase documents are available. These include:Sales QuoteBlanket Sales OrderSales Return OrderSales OrderPosted Sales ShipmentPosted Sales InvoicePosted Return RecriptPosted Sales Credit MemoPurchase QuoteBlanket Purchase OrderPurchase OrderPurchase Return OrderPosted Purchase ReceiptPosted Purchase InvoicePosted Purchase Return ShipmentPosted Purchase Credit MemoProduction OrderAssembly Order
Yes, however as a pre-requisite, you will need to first activate the archiving of the documents in order for the matrix to present the full linkage of documents.Only documents posted after the archiving has been activated will be able to appear in the matrix.
Yes, the matrix has the capability for users to insert filters to sort out the documents according to the document types.
Yes, you can easily drill into documents in the matrix by clicking on the document no. and BC will direct you to the document card.
You will need to activate the archiving for all types of the documents from the “Sales & Receivable Setup” and “Purchase & Payable Setup”.
Up to 3 additional fields are provided for you to store additional information related to your item for tracking purposes.
These fields are optional and provided so that you can track additional data that are not currently captured in the standard system. That said, if you don’t have additional data that you need to track then you can just skip them.
Yes, you certainly can!
There are 4 types of fields available:OPTIONFor values that users can selected from a dropdown list with a predefined selection.TEXTFor descriptive values such as remarks or comments that have no prefixed choices.INTEGERFor whole numbers.DECIMALFor numbers that include decimal places.
Yes, the related values will be posted to Item Ledger Entries along with the Item Tracking data.
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