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is no longer active.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:
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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