How to Use OneSource

81	Company Info Preferences On this tab you will fill in all the address and phone information for your company. This is used on various forms and documents throughout OneSource. To access the preferences on this tab Open the Company Setup & Preferences form Click on the Company…
82	Company Setup & Preferences: Drop Down List (tab) To access the preferences on this tab: Open the Company Setup & Preferences form > Click on the Drop Down Lists tab Terms of Payments: You may choose to use the payment types already entered, or click on the red X to delete those you do not want. You…
83	Creating RMA's How to batch create RMA's (using the Credit Memo) Find and open the credit memos you wish to create RMA's from. Click the Functions button. Choose the option Batch Create one or more PO's from current Credit Memo's 'RMA' items and then click OK . If you are…
84	Global Preferences To access the preferences on this tab Open the Company Setup & Preferences form Click on the Global tab Tab Preference Definition Link to FAQ General Maximize Form On Startup If this is selected the form will fill the whole screen. If this is not checked…
85	How do I Install UPS WorldShip OBSOLETE??? Download, save, and unzip one of the following zip files, depending on the version of MS Access that you are using: If you are using Access2000 , download, save, and unzip the Access2000 UPS Setup files from this location: http://www.onesourcesoftware.net/webinstall/UPSWorldShip_Acc2000Setup&
86	How do I open the User Security form? Using the Tools menu, click on the User Security menu option. ID: A1088
87	How the Markup by Avg Cost (pricing type) calculates the price (technical explanation) OneSource follows this logic when calculating the Markup by Average Cost (pricing method--whether used as the default pricing method for a customer or used on a Custom Pricing Template). SETUP VARIABLE VALUES Values retrieved from CustomerSpecific table dAvgPercent…
88	How the special 'Manager Override' security settings work in OneSource Overview The OneSource User Security screen provides a way for each user to belong to a default user security 'Group', such as Sales, Manager, Accounting, etc. Each group has a set of 'setting's to determine which screens can be accessed by that group, etc.…
89	How to add bumper cores (or other scrap items) into stock without using a PO If your company buys large lots of parts that are damaged or obsolete (such as bumper cores) you may need to sort through the parts to find parts that are salvageable before receiving the items into stock. This method of receiving items doesn't lend itself…
90	How to add Credit Card Information to a Customer's Account Adding credit card information using the Sales Order or Invoice form Receiving a payment and you need to add credit card information to a customer's record, you may do so by clicking on the Payments button on the Sales Order or Invoice. Payments pop-up window…

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