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STOCK CONTROL FREQUENTLY ASKED QUESTIONS:
Table of Content:
1. How to use category discount % maintenance?
2. How to access/view transaction body after posted the transaction toUBS Accounting?
3. Post To Daccount , when clicking Import Into Daccount after Export Bills, message prompted: Exported file not found
4. In Post To Daccount,when clicking Import Into Daccount after Export Bills, message prompted: Transaction File In Use, Please Try Again.
5. How to edit the last used Inv or D.O. No.
6. How to make the UBS Stock Control link with Ubs Accounting?
7. How to use the “With Site” in Housekeeping -> Run Setup ->General Setup-> Transaction?
8. How to post to daccout?

9. How to change password?

10.Sometime i can't find my debtor file in debtor file maintance?
11. When Click program icon, an error message "Error 202"
12. What should you do if you get an error message :Account not found, not allowed to import. Account number 0000/000, Record number 2?

1. How to use category discount % maintenance


Go to Housekeeping-> Run setup-> General setup -> Transaction: tick With per item discount

Maintenance-> Customer maintenance -> Customer file maintenance : add a customer, No: 3000/A01, Name: AA COMPANY

Step 3: Go to maintenance -> Item maintenance ->Item file maintenance, add a few items (with selling price and opening quantity)

Maintenance -> Customer/Supplier item maintenance -> Price – Customer – Item:select customer 3000/A01, key in C2 into category column (follow by a click on Generate all Category from first item if you want the same discount category applies to all the items)

Try it out by adding an Invoice to 3000/A01 (select the relevant items)

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 2. How to access/view transaction body after posted the transaction to UBS Accounting?

Go to Housekeeping - >Run setup ->General setup ->Transaction: tick "Allowed edit exported bill".

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 3. In Periodic -> Post To Daccount, when clicking Import Into Daccount after Export Bills, message prompted: Exported file not found.

Make sure the Exported File Name is size=2>GLPOST.DBF

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 4. In Periodic -> Post To Daccount, when clicking Import Into Daccount after Export Bills, message prompted: Transaction File In Use, PleaseTry Again

(In UBS Accounting), select Housekeeping-> Close All Your Files-> click Ok

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 5. How to edit the last used Inv or D.O. No. ?

Housekeeping -> Run setup -> General setup -> Last used nos. -> Sellect the bill type edit the last used nos.-> Ok

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6. How to make the UBS Stock Control link with Ubs Accounting?

Housekeeping-> Run setup -> General setup -> Choose account no.

Key in the sub-dir for  customer, vendor & chart of a/c ( your acc directory) - > OK.

When you link your stock and account.

Housekeeping-> Run setup -> General setup -> Choose account no.

Key in your account code -> OK

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7.How to use the “With Site” in Housekeeping -> Run Setup ->General Setup-> Transaction?

UBS Stock Control

Step 1: Go to Housekeeping -> Run setup -> General setup -> Transaction:
tick with site


Step 2: Go to Maintenance -> Miscellaneous files -> Customer -> Site
Maintenance: select a customer code called 3000/A01 then site called Setapak,
description called Setapak Area.
Step 3: Go to Transactions -> Invoice -> click on Add button -> select customer
code 3000/A01 and select the site Setapak, access to body, select any item then
click on Accept button

UBS Accounting

Step 4: View the report in Debtors -> Print debtors statement

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8. How to post to daccout?

Periodic-> Post to daccount-> List bills Not exported ->
Select the bill type you want to post out (e.g. : Inv, C.N, D.N, Rec, P.R) ->
Export Bill -> Period to export (key in the period) ->
Ref no. from : eg: 00005 , Ref No.To : eg: 00009->
Preview (Make sure no * sign at PD colunm)  ->
Export -> Import to daccount -> Select period -> Date (Ignone) ->
Import to batch No.  e.g: Sales Jan 06 .

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9. How to change password?

Housekeeping -> Run setup -> Change password -> Key your old password - > User name -> New password -> Exit.

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10. Sometime i can't find my debtor file in debtor file maintance?
Housekeeping -> Index all files -> Ok

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11. When click program icon, an error message "Error 202"

This is because you have rename the original program folder from c:\ubsstk to c:\ubsstk1 

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12. What should you do if you get an error message :Account not found, not allowed to import. Account number 0000/000, Record number 2?

possibility 1 --> The account number doesn't exist in the Accounting system.
possibility 2 --> Some of the account number haven't defined under the General Setting --> Account
possibility 3 --> Some of the account number haven't define under Group
possibility 4 --> The linking path is wrongly define

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