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Expandable Alerts users can find answers to frequently asked support questions by accessing the KnowledgeSync knowledgebase. Vineyardsoft has compiled the searchable knowledgebase from support calls.
Vineyardsoft is the developer of KnowledgeSync, the software engine behind Expandable Alerts.
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Would your city make a good destination for the 2010 Expandable Users Conference? If so, you could win a digital camera worth up to $500 by recommending your city.
Enter the Contest |
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Year end is one of the most common periods to perform physical inventory. Here are two detailed workflows to help you decide which approach is best for your work environment: |
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The following four steps differ from the regular month-end close in Expandable and are required when performing a year-end close (for additional information download Accounting Support Note 32: Year End Close):
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Running the AR Year End Update to update YTD information in the customer master table (under Financial -> Accounts Receivable –> Utilities). |
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Running the AP Year End Update to update YTD information in the vendor master table (under Financial -> Accounts Payable –> Utilities). |
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Running the Inventory Month End Update with a Year End parameter to update YTD information in the Stock Status table (under Manufacturing –> Inventory –> Utilities). |
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After you have closed Month 1 of the next year, you will need to manually reclass the retained earnings from the current year account to the prior year account via a GL Journal Voucher. |
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If you recently closed a year in Expandable and get a “Failed to Load Company Calendar” error when running FRX reports, try doing the following: |
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Populate the Fiscal Calendar for the new year under System –> Utilities (For details on this utility, refer to FRX Support Note 3). |
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Edit the dates in the calendar using the Fiscal Calendar Editor System –> Parameters (For details on this utility, refer to FRX Support Note 3). |
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In FRX, Rebuild the GL Index by going to Admin –> Rebuild Local GL Index. |
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If you get the informational message: “Date is not a Manufacturing Date” when entering or changing a Purchase Order, Sales Order or Job, you probably need to create shop dates (Expandable’s version of a shop calendar) by going to Manufacturing –> Materials Management –> Utilities –> Shop Dates Generation (refer to Chapter 1 of the Job Scheduling/Costing User Manual for details on this utility).
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For our newer Expandable users: Did you know that your system IT support staff or system DBA can change the selection criteria on any inquiry? Read System Support Note 9 for details on how to make the changes. Maybe you look at the Costed Inventory Transactions Inquiry frequently to research issues. The system default selection criteria fields are Account, Department, Part ID, Company ID, Job ID and Stores Code. Think about replacing the Company ID with Action Date to make your research a bit easier.
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