Search found 111 matches

by COBS Tech Support
Fri Dec 22, 2023 9:20 am
Forum: Scripting & Advanced Techniques
Topic: Paperless Scanning Script for CLSCAN.EXE
Replies: 0
Views: 2860

Paperless Scanning Script for CLSCAN.EXE

This script requires Version 14, Build 1581 or higher. * Scan Script Support for CLScan * https://www.terminalworks.com/command-line-scanning/downloads * COBS, 18/12/23 (WN) Declare nResult Type Number Declare cBatch Type Character Declare cPath Type Character Declare cBatch Type Character Declare c...
by COBS Tech Support
Mon Nov 20, 2023 2:57 pm
Forum: Scripting & Advanced Techniques
Topic: Force Entry of Required Date on Sales Orders
Replies: 0
Views: 2553

Force Entry of Required Date on Sales Orders

The following script demonstrates how to require a user to enter a required date on a sales order. The script must be pasted into a text file with the name: R-ORDTOT.MAC If IsEmpty(ReadTranValue("REQUIRED")) Echo("Sorry, you must specify a required date.",, TRUE) Return FALSE End...
by COBS Tech Support
Mon Aug 14, 2023 9:33 am
Forum: Troubleshooting
Topic: How to Recalculate Customer or Supplier Accounts
Replies: 0
Views: 17521

How to Recalculate Customer or Supplier Accounts

From the Explorer Bar on the left side of CAPITAL Business Manager: 1. Click on "Maintenance". 2. Click on the "Maintain" icon. 3. Click on the "Recalculate Accounts" button. 4. Select either "Customer Accounts" or "Supplier Accounts" as applicable. ...
by COBS Tech Support
Tue May 23, 2023 9:35 am
Forum: Processes
Topic: Quick Guide To End of Year Stocktaking
Replies: 0
Views: 17800

Quick Guide To End of Year Stocktaking

When you are ready to begin your counting: 1. Launch CAPITAL Business Manager. 2. Click on 'Products' found on the bottom left ExplorerBar or Treeview. 3. Click on the Stocktake icon. 4. Press New, and Yes if prompted. 5. Enter a Stocktake Name 6. Select 'Full Count' 7. Enter a Location code if you ...
by COBS Tech Support
Fri Apr 14, 2023 3:01 pm
Forum: General Support
Topic: How to Send Us a Configuration Snapshot
Replies: 0
Views: 17432

How to Send Us a Configuration Snapshot

From the CAPITAL main menu select: Help|Email Tech Support System Info. Untick 'include Diagnostic & Error Logs' Tick 'Include a System Configuration Snapshot' https://www.capitaloffice.com.au/forum/images/configuration_snapshot.png Press Send. Your transaction or record data is not included in ...
by COBS Tech Support
Tue Mar 14, 2023 3:50 pm
Forum: Troubleshooting
Topic: Crash Running Statements Or Reports
Replies: 0
Views: 14629

Crash Running Statements Or Reports

Ensure that SMB2 file caches are turned off. Instructions on which registry settings to change are described here: https://www.capitaloffice.com.au/forum/viewtopic.php?f=19&t=56 To establish whether it is necessary to alter your registry settings: 1. Start CAPITAL Business Manager. 2. From the m...
by COBS Tech Support
Thu Jun 09, 2022 9:23 am
Forum: General Ledger (Financials)
Topic: How To Open A Prior Financial Year
Replies: 0
Views: 19360

How To Open A Prior Financial Year

To reopen a prior financial year: 1. Go to the General Ledger area. 2. From the menu select Record|Open Year 3. Under "Year" select the year you want to reopen. 4. Press Open. Note: Remember to repeat the above and reopen the current year before you resume work in the current financial year.
by COBS Tech Support
Mon May 02, 2022 12:22 pm
Forum: Processes
Topic: How To Establish a Rebilling Arrangement
Replies: 0
Views: 16231

How To Establish a Rebilling Arrangement

1. Open the Customers area. 2. From the menu select Toolbox|Customer Rebilling. 3. Press Add. 4. To create an invoice based on the creation of a sales order, change the "Billing Type" from "Invoicing" to "Sales Orders" 5. Next to 'Customer Account' enter your primary cu...
by COBS Tech Support
Tue Apr 12, 2022 10:53 am
Forum: Processes
Topic: How to Create a Supplier Unpaid Invoice Query
Replies: 0
Views: 15438

How to Create a Supplier Unpaid Invoice Query

To create a list of unpaid supplier invoices, do the following: 1. Open the Suppliers area. 2. Click on the vertical tab button on the left side, which has the label "Overview". 3. Right click on the transaction list and select Manage Queries. 4. Press New. 5. When prompted for the Query N...
by COBS Tech Support
Wed Oct 20, 2021 10:18 am
Forum: Scripting & Advanced Techniques
Topic: Only Accept Valid Sales Rep Codes On Invoices
Replies: 0
Views: 20581

Only Accept Valid Sales Rep Codes On Invoices

This script prevents an invoice from being saved or re-saved if a salesperson code is specified on it but does not match any staff member currently found in your staff profile list. If .NOT. IsEmpty(ReadTranValue("Salesperson")) OpenTable("COMRATE") If .NOT. COMRATE->(Find(ReadTr...