|
Form Type
|
Description
|
|
7
|
Drag & Relate
|
|
10
|
Query Wizard
|
|
19
|
EU Sales Report -Selection
Criteria
|
|
20
|
Define and Update Serial
Numbers – Selection Criteria
|
|
21
|
Define and Update Serial
Numbers
|
|
22
|
Serial Number Transactions
Report – Selection Criteria
|
|
23
|
Serial Number Transactions
Report
|
|
25
|
Serial Numbers – Selection
Criteria
|
|
26
|
Serial Number Completion
|
|
27
|
Serial Number Completion –
Selection Criteria
|
|
31
|
Manage User Fields
|
|
39
|
Document Journal
|
|
40
|
Batch No. for Receipt –
Selection Criteria
|
|
41
|
Define and Update Batch
Numbers
|
|
42
|
Batch Number – Selection
Criteria
|
|
43
|
Batch Number Completion
|
|
44
|
Batch Number Completion
|
|
45
|
Batch Number Transactions
Report
|
|
46
|
Batch Number Transactions
Report – Selection Criteria
|
|
47
|
Tax Report
|
|
48
|
EU Sales Report
|
|
50
|
Define Sales Tax
Jurisdictions – Selection Criteria
|
|
51
|
Define Sales Tax Codes
|
|
53
|
Tax Report – Selection Criteria
|
|
62
|
Define Warehouses
|
|
63
|
Define Item Groups
|
|
64
|
Define Account Segmentation
|
|
65
|
Purchase Order Confirmation
|
|
66
|
Define %s Segment Codes
|
|
67
|
Define Inventory Cycles
|
|
71
|
Tax Report – Selection
Criteria
|
|
72
|
Tax Report
|
|
75
|
Reverse Transactions
|
|
76
|
Tax Jurisdiction
|
|
80
|
Release List – Selection
Criteria
|
|
81
|
Release List
|
|
83
|
Link Invoices to Payments –
Selection Criteria
|
|
84
|
Link Invoices to Payments
|
|
85
|
Pick List
|
|
90
|
Inactive Items
|
|
91
|
Inactive Items – Selection
Criteria
|
|
92
|
Inactive Customers – Selection
Criteria
|
|
93
|
Inactive Customers
|
|
96
|
Last Prices Report
|
|
120
|
Trial Balance
|
|
129
|
BP
|
|
133
|
A/R Invoice
|
|
134
|
Business Partner Master Data
|
|
136
|
Company Details
|
|
137
|
Correction Invoice
|
|
138
|
General Settings
|
|
139
|
Order
|
|
140
|
Delivery
|
|
141
|
A/P Invoice
|
|
142
|
Purchase Order
|
|
143
|
Goods Receipt PO
|
|
146
|
Payment Means
|
|
148
|
Define Currencies
|
|
149
|
Quotation
|
|
150
|
Item Master Data
|
|
152
|
Open Items List
|
|
154
|
Inventory Status
|
|
155
|
Price Lists
|
|
157
|
Price List
|
|
161
|
Transaction Journal Report
|
|
165
|
Balance Sheet – Selection Criteria
|
|
166
|
Trial Balance – Selection
Criteria
|
|
168
|
G/L Accounts Opening Balance
|
|
169
|
Command Centre
|
|
170
|
Incoming Payments
|
|
171
|
Cycle Count Recommendations
|
|
172
|
Document Numbering
|
|
174
|
Define Customer Groups
|
|
177
|
Define Payment Terms
|
|
179
|
A/R Credit Memo
|
|
180
|
Returns
|
|
181
|
A/P Credit Memo
|
|
182
|
Goods Returns
|
|
183
|
Print Preferences
|
|
184
|
Document Printing –
Selection Criteria
|
|
188
|
Send Message
|
|
189
|
Test Report Balance Settings
|
|
190
|
Save as Distribution List
|
|
191
|
Print
|
|
194
|
Execute Commands
|
|
202
|
Alerts Management
|
|
210
|
Save Report
|
|
228
|
Document Settings
|
|
229
|
Journal Vouchers
|
|
239
|
Gross Profit of Order
|
|
240
|
Gross Profit of Delivery
|
|
241
|
Gross Profit of Outgoing
Invoice
|
|
245
|
Trial Balance Budget Report
– Selection Criteria
|
|
247
|
Define Vendor Groups
|
|
251
|
Define Formatted Search
|
|
260
|
Balance Sheet Budget Report
– Selection Criteria
|
|
265
|
Balance Sheet Comparison –
Selection Criteria
|
|
267
|
Profit and Loss Statement
Comparison – Selection Criteria
|
|
280
|
Trial Balance Comparison –
Selection Criteria
|
|
285
|
Show History
|
|
290
|
Price List Item Details
|
|
291
|
Define Hierarchies for Price
List
|
|
296
|
Organize User Menu
|
|
305
|
Dynamic Opportunity Analysis
|
|
307
|
Opportunity Analysis –
Selection Criteria
|
|
309
|
Opportunities Pipeline
|
|
313
|
Opportunities Won
|
|
314
|
Opportunity List
|
|
315
|
Opportunities Won –
Selection Criteria
|
|
319
|
Stage Analysis – Selection
Criteria
|
|
320
|
Sales Opportunity
|
|
333
|
Special Prices – Item
Details
|
|
335
|
Special Prices – Hierarchies
|
|
336
|
Copy Special Prices to
Selection Criteria
|
|
337
|
|
|
339
|
Update Special Prices Globally
|
|
350
|
G/L Account Determination
|
|
352
|
Define Sales Stages
|
|
369
|
Exchange Rate Differences
|
|
370
|
Exchange Rate Differences –
Selection Criteria
|
|
371
|
Conversion Differences
|
|
372
|
Conversion Differences –
Selection Criteria
|
|
385
|
Process External Bank Statement
|
|
386
|
Reconciliation – Selection
Criteria
|
|
387
|
Reconciliation
|
|
388
|
Manage Previous
Reconciliations – Selection Criteria
|
|
389
|
Manage Previous
Reconciliations
|
|
390
|
Journal Entry
|
|
392
|
Journal Entry
|
|
401
|
Tax Reporting
|
|
402
|
Advances on Corporate Income
Tax on Sales Report
|
|
403
|
Tax Report Detailed by
Months
|
|
411
|
Period-End Closing –
Selection Criteria
|
|
419
|
Define Address Formats
|
|
420
|
Profit and Loss Statement –
Selection Criteria
|
|
421
|
Profit and Loss Statement
Budget Report – Selection Criteria
|
|
422
|
Define Business Partner
Properties
|
|
424
|
Define Credit Cards
|
|
426
|
Payments to Vendors
|
|
429
|
Define Item Properties
|
|
430
|
Business Partners Opening
Balance
|
|
435
|
Define Credit Card Payment
Methods
|
|
436
|
Define Credit Card Payment
|
|
437
|
Credit Card Management
|
|
440
|
Credit Card Management –
Selection Criteria
|
|
441
|
Define Budget Distribution
Methods
|
|
443
|
Define Budget
|
|
444
|
Define Budget
|
|
446
|
Budget Report – Selection
Criteria
|
|
447
|
Budget Report
|
|
448
|
Restore Budget Balances
|
|
452
|
Budget Scenarios
|
|
453
|
Import Budget Scenarios
|
|
501
|
General Ledger
|
|
502
|
Transaction Report by
Projects – Selection Criteria
|
|
504
|
Payment Wizard
|
|
505
|
Define Payment Methods
|
|
510
|
Vendor Withholding Tax –
Selection Criteria
|
|
515
|
Withholding Tax Report
|
|
520
|
Check Document Numbering
|
|
521
|
Create/Edit Categories
|
|
530
|
Documents serial numbering
list
|
|
540
|
Item Query
|
|
550
|
Inventory Posting List –
Selection Criteria
|
|
600
|
Items List – Selection
Criteria
|
|
601
|
Items List
|
|
603
|
Check Fund – Selection
Criteria
|
|
604
|
General Ledger – Selection
Criteria
|
|
606
|
Deposit
|
|
607
|
Check Fund
|
|
609
|
Document Journal – Selection
Criteria
|
|
612
|
Postdated Check Deposit
|
|
614
|
Postdated Credit Voucher
Deposit
|
|
636
|
Posting Period
|
|
640
|
Define Hierarchies and
Expansions
|
|
651
|
Contacts with Business
Partners
|
|
653
|
Define Cash Discount
|
|
655
|
Payment Drafts Report
|
|
664
|
Define Commission Groups
|
|
666
|
Define Sales Employees
|
|
668
|
Special Prices for Business
Partners
|
|
670
|
Recurring Postings
|
|
672
|
Define Bill of Materials
|
|
673
|
Open Work Orders Report
|
|
674
|
Bill of Materials Report – Selection
Criteria
|
|
675
|
Production Recommendations
|
|
677
|
Work Order
|
|
679
|
Bill of Materials Report
|
|
680
|
Confirmation for recurring
postings
|
|
681
|
Cycle Count Recommendations
– Selection Criteria
|
|
682
|
Restore Item Balances
|
|
689
|
Inventory Status – Selection
Criteria
|
|
703
|
Financial Report Template –
Expansion
|
|
704
|
Financial Report Templates
|
|
705
|
Define Banks
|
|
706
|
Financial Report Template
|
|
708
|
Formula for Profit and Loss
Template
|
|
710
|
Define Transaction Codes
|
|
711
|
Define Projects
|
|
712
|
Define %s Rates
|
|
713
|
Define Sales Tax
Jurisdiction Types
|
|
720
|
Goods Issue
|
|
721
|
Goods Receipt
|
|
733
|
Define Sales Stages
|
|
735
|
Define Partners
|
|
736
|
Define Competitors
|
|
750
|
Edit Chart of Accounts
|
|
751
|
Edit Chart of Accounts
|
|
752
|
Transaction Journal Report –
Selection Criteria
|
|
753
|
Account Code Generator
|
|
771
|
Inventory in Warehouse
Report
|
|
772
|
Inventory in Warehouse
Report – Selection Criteria
|
|
776
|
Define Locations
|
|
779
|
Define 1099 Table
|
|
800
|
Posting Templates
|
|
804
|
Chart of Accounts
|
|
806
|
Chart of Accounts
|
|
810
|
Define Profit Centers
|
|
811
|
Define Distribution Rules
|
|
812
|
Table of Profit Centers and
Distribution Rules
|
|
819
|
Profit Center – Report –
Selection Criteria
|
|
820
|
Choose Company
|
|
823
|
Profit Center – Report
|
|
840
|
Inventory Tracking
|
|
841
|
Check and Restore Former
Reconciliations
|
|
850
|
Checks for Payment Drafts
|
|
852
|
Define Users
|
|
854
|
Checks for Payment
|
|
855
|
G/L Accounts and Business
Partners
|
|
856
|
Voiding Checks for Payment
|
|
857
|
Sales Analysis Report –
Selection Criteria
|
|
858
|
Voiding Checks for Payment
|
|
864
|
Restore G/L Account and Business
Partner Balances
|
|
865
|
Define Indexes
|
|
866
|
Define foreign currency
exchange rates
|
|
869
|
|
|
870
|
Purchase Analysis –
Selection Criteria
|
|
876
|
Define Interest Rates
|
|
878
|
Define Credit Vendors
|
|
892
|
G/L Accounts and Business
Partners – Selection Criteria
|
|
893
|
Define Length and Width UoM
|
|
894
|
Define Weight UoM
|
|
895
|
Define Tax Groups
|
|
896
|
Define Customs Groups
|
|
897
|
Define Manufacturers
|
|
898
|
Define Landed Costs
|
|
899
|
Define Shipping Types
|
|
900
|
Inventory Valuation –
Selection Criteria
|
|
901
|
Inventory Valuation Report
|
|
902
|
Update After Inventory
|
|
906
|
Entering stock balance sheet
|
|
907
|
Beginning Quantities and
Cycle Counting
|
|
916
|
Year Transfer
|
|
922
|
Business Partners Opening
Balance – Selection Criteria
|
|
923
|
G/L Accounts Opening Balance
– Selection Criteria
|
|
940
|
Stock Transfer
|
|
941
|
Define Countries
|
|
953
|
Automatic Summary Wizard
|
|
958
|
Define Discount Groups
|
|
959
|
Search Results
|
|
960
|
Cash Flow – Selection
Criteria
|
|
961
|
Cash Flow
|
|
962
|
Customer Receivables Aging –
Selection Criteria
|
|
963
|
Vendor Liabilities Aging – Selection
Criteria
|
|
964
|
Customer Receivables Aging
|
|
965
|
Vendor Liabilities Aging
|
|
968
|
Restore
|
|
969
|
Restore Wizard
|
|
971
|
Restore Open Check Balances
|
|
975
|
Contact Overview – Selection
Criteria
|
|
976
|
Contact Overview
|
|
977
|
Data Migration Packages
|
|
980
|
Choose language
|
|
981
|
Create new language
|
|
992
|
Landed Costs
|
|
993
|
Define Business Partner
Catalog Numbers
|
|
994
|
Global Update to Business
Partner Catalog Numbers
|
|
998
|
Settings
|
|
1011
|
Sales Journal
|
|
1012
|
Cash Report
|
|
1020
|
Tax Report – Purchasing
Preferences
|
|
1021
|
Tax Report
|
|
3001
|
Document Drafts – Selection
Criteria
|
|
3002
|
Document Drafts
|
|
3900
|
1099 Editing – Selection
Criteria
|
|
3901
|
1099 Editing
|
|
3904
|
1099 Report – Selection
Criteria
|
|
3905
|
1099 Report
|
|
3906
|
1099 Detailed Report per
Vendor
|
|
3907
|
1099 Opening Balance – Selection
Criteria
|
|
3908
|
1099 Opening Balance
|
|
3910
|
Define Late Payments Fees
|
|
3915
|
EST
|
|
4666
|
User Reports
|
|
5003
|
Update Control Report
|
|
8001
|
Define Business Partner
Priorities
|
|
8002
|
Define Dunning Levels
|
|
8004
|
Define Payment Blocks
|
|
8008
|
Define Service Call Statuses
|
|
8018
|
Define Doubtful Receivables
|
|
20209
|
Sales Analysis for Customer
|
|
20210
|
Sales Analysis for Customer
|
|
20221
|
Purchases Analysis for
Vendors
|
|
20232
|
Sales Analysis Report by
Customer (Detailed)
|
|
20240
|
Sales Analysis Report by
Item (Detailed)
|
|
20251
|
Purchase Analysis Rep. by
Vendor (Detailed)
|
|
20259
|
Purchase Analysis Rep. by
Vendor (Detailed)
|
|
20302
|
Delivery Notes – Selection
Criteria
|
|
20303
|
Delivery Summary Report –
Selection Criteria
|
|
20306
|
Invoices Summary Report –
Selection Criteria
|
|
20307
|
Export general data file
|
|
20310
|
|
|
20311
|
Define Retail Stores
|
|
20320
|
Interest Calculation Report
– Selection Criteria
|
|
20321
|
Interest Report
|
|
20330
|
Payments to Vendors
|
|
20331
|
Unapproved Payments to
Vendors Report
|
|
20450
|
Credit Card Summary –
Selection Criteria
|
|
20451
|
Credit Card Summary
|
|
20700
|
Define Users
|
|
20702
|
Define Payment Run Defaults
|
|
40014
|
Define Alternative Items
|
|
50101
|
Define Approval Stages
|
|
50102
|
Define Approval Templates
|
|
50104
|
Approval Status Report –
Selection Criteria
|
|
50105
|
Approval Status Report
|
|
50107
|
Approval Decision Report –
Selection Criteria
|
|
50108
|
Approval Decision Report
|
|
60000
|
Machine ID
|
|
60001
|
Properties
|
|
60002
|
Connected Users
|
|
60003
|
License Removal
|
|
60050
|
Bill of Exchange Management
|
|
60051
|
Bill of Exchange Management
|
|
60052
|
Bill of Exchange
Transactions
|
|
60053
|
Bill of Exchange –
Receivables
|
|
60056
|
Bill of Exchange – Payables
|
|
60090
|
A/R Invoice
|
|
60091
|
A/R Reserve Invoice
|
|
60092
|
A/P Reserve Invoice
|
|
60100
|
Employee Master Data
|
|
60105
|
Employee / Phone Book Report
– Selection Criteria
|
|
60106
|
Employees List
|
|
60107
|
Phone Book
|
|
60109
|
Employees Absence Report
|
|
60110
|
Service Call
|
|
60120
|
Knowledge Base Solution
|
|
60125
|
Contract Templates
|
|
60126
|
Service Contract
|
|
60130
|
Service Calls Report –
Selection Criteria
|
|
60131
|
Service Calls
|
|
60133
|
Service Monitor
|
|
60135
|
Service Contracts Report –
Selection Criteria
|
|
60136
|
Service Contracts
|
|
60138
|
Average Closure Time
|
|
60139
|
Average Closure Time Report
– Selection Criteria
|
|
60140
|
My Open Service Calls
|
|
60141
|
My Service Calls
|
|
60142
|
My Overdue Service Calls
|
|
60150
|
Customer Equipment Card
|
|
60151
|
Customer Equipment Report –
Selection Criteria
|
|
60152
|
Customer Equipment Report
|
|
60265
|
Balance Sheet Comparison –
Selection Criteria
|
|
60300
|
Tax Report – Selection
Criteria
|
|
60301
|
Withholding Tax Report –
Selection Criteria
|
|
60350
|
Tax Summary Report
|
|
60410
|
Period-End Closing –
Selection Criteria
|
|
60414
|
Period-End Closing
|
|
60501
|
Bill of Exchange Fund
|
|
60502
|
Bill of Exchange Fund –
Selection Criteria
|
|
60555
|
Document Journal
|
|
65000
|
WT Mode
|
|
65011
|
347 Report
|
|
65014
|
349 Report
|
|
65015
|
Define Withholding Tax Codes
|
|
65018
|
Update
Parent Item Prices – Selection Criteria
|
