Articles
From Catalyst
Use this page to add articles.
- Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
- Save the page.
- Click on the Red link you have created to start creating your page.
- Follow the rules outlined in the [guide] for how to write your article.
Remember: What you write here becomes live the moment you press [Save]...
Contents
Knowledge Base
Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.
Title Suggestion
When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
- The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
- '13/08/2018' - How do I Record Vehicle Health Checks? - KK (to cover via online & mobile and manually via a vehicle record. - CWA OK
- '21/08/2018' - How do I Contra Payments for a Finance Company? - KK (this is specifically to explain what to do when a finance company contras outstanding HP and a financed deal)
- '21/08/2018' - How do I Output a Debtors/Creditors List to File? - KK (will need to advise they use a report which is not currently issued as standard) - Issue the reports in the next round of profiles making sure that they are OK first...
- '31/08/2018' - How do I change the Local Currency value of a transaction - NS
- '05/09/2018' - How do I Remove Finance Rates? - NE
- '06/09/2018' - How do I Print All Outstanding Advisories? - KK
- '06/09/2018' - How do I Print a List of Customers/Suppliers? - KK
Suggestions relating to new PP Real Time Employee Recording
- '21/08/2018' - How do I Log Employee Time? - KK
- '21/08/2018' - How do I Amend Employee Time Records? - KK
Suggestions from Programming!
Include information about the default agreements SXBH005.EPL & SXBH005VS.XML and which is used in which circumstances.
Title Confirmed
- '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
- '27/10/2017' - Payroll Tax Calendar - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
- '17/07/2018' - How do I Enter a Report Range? - CWA OK
- '17/07/2018' - How do I Create a Report Column? - CWA OK
- '18/07/2018' - How do I Uninstall Platinum Data Manager Server? - CWA OK
- '18/07/2018' - How do I Uninstall Platinum Web Daemon? - CWA OK
- '24/07/2018' - How do I Cancel a Customer Booking? - KK (await facility for cancel status?) - CWA OK
- '31/07/2018' - How do I deal with Manufacturer Deposit Contributions? - NS - CWA OK
- '02/08/2018' - How do I Process a Sales Order through Sales Order Dispatch? - SJ - CWA OK
- '07/08/2018' - How do I Set up Service Plans? - TL - CWA Ok
