Exact MAX Training How to Process a Sales Order in Exact MAX Basic Sequence: If Part Sales information does not exist (Pricing) – add it. Create Sales Order Print Sales Order and Acknowledgement Forms Procedure 1) Log into MAX 2) In System Manager > Customer Tab > Sales Order Processing 3) Add Part…
1) Review the Batch fixes and Enhancements and associated info 2) From the DB Server a. Backup your data. b. Download the Batch form the portal c. If you run Balance Point apps close them out – read only stuff like Event Manager is okay to keep running – it’s apps that update that could…
I recently performed a server move of the KnowledgeSync product only to find some issues with certain events and problems with some of the reports. Here’s a updated checklist for the server move of KnowledgeSync. This is not in the doc for version 8.x but for v7: http://www.vineyardsoft.com/kb/Migration_v7.htm
If you receive this error. Log into SSMS and right click your MAX DB. Select Properties and change the compatibility to SQL 2008 or to the version you’re currently running. Anything below 2008 will cause the error on he DB Update
Outline: Note: If you own the Warranty Tracking Module then please review the basic RMA processing. Adding the rework shop order is part of the overall procedure. Receive Defective Product to Inventory Create Rework Shop Order Add Unit to be repaired to the Order Bill and any other Components required for the repair to shop…
Outline: 1) Setup 2) Procedure a. Requisition b. Directly Add Non-Inventory PO Setup: 1) System Configuration Switches a. Set GL Ref required if desired GL Reference Required: If you set this switch to Y, Exact MAX will require a valid GL Reference when receiving non-inventory purchase orders (see Inventory > Transactions> Non-Inventory tab). If an…
Exact MAX is a time tested and proven best-of-breed ERP solution for small to medium-sized discrete manufacturers who need flexible, scalable ERP software that can grow with their business. Learn more visit: http://www.max.exactamerica.com/learn
Most users of MAX at one time or another have run into the arduous task of trying to edit MAX forms and reports. The main thing to realize is that the report extract file pre-creates report sections. If you look at the formulas you’ll see {Report_Extract.GRP} < 10 or =1 and so on. Well, if…