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You are here: Home » Pegasus » Pegasus Opera

 

Pegasus Opera

Pegasus Opera Enhancements

Enhancements in this release include:


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a requirement that the history of a customer/supplier account or a stock item is kept when the account or stock item is no longer active.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:

  • The current balance and order balance must be zero
  • Must not be a ledger or invoice account
  • Must not have any outstanding recurring entries in the Cashbook
  • Must not be a Gateway Customer
  • Must not have any outstanding deliveries yet to be invoiced

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:

  • Statements
  • Debtors Report
  • Credit Control
  • Mailing Labels

Purchase Ledger

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:

  • The current balance and order balance must be zero
  • Must not be a ledger or invoice account
  • Must not have any outstanding recurring entries in the Cashbook
  • Must not have any outstanding P/Os delivered but not yet invoiced

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:

  • Creditors Report
  • Credit Control
  • Account Status
  • Mailing Labels

Stock

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:

  • The stock balance, allocated, free stock, WIP, projected, on Sales Order, on P/Order and BOM allocated must be zero on each warehouse record
  • Must not be a component
  • Must not have a document, proforma or quotation in SOP
  • Must not be on a model P/O

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:

  • Re-Order Report
  • Stock Valuation
  • Stock Take
  • Record Sheets
  • Price List
  • Stock Label



 

 
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