Search found 111 matches

by COBS Tech Support
Fri May 28, 2021 9:25 am
Forum: Processes
Topic: Working With Column Properties Manager
Replies: 0
Views: 9807

Working With Column Properties Manager

To add or remove columns, click on the grid and press the right-mouse button. Then select Column Properties from the pop-up menu. This will open the Column Properties Manager tool. [ images/column_properties.png The columns that are visible on the grid are displayed in the list to the left and all a...
by COBS Tech Support
Thu May 27, 2021 5:46 pm
Forum: General Ledger (Financials)
Topic: End of Financial Year Checklist
Replies: 0
Views: 9734

End of Financial Year Checklist

Ensure you have performed all tasks relating to the general ledger as described by the general ledger help reference topic: End Of Period Procedures Confirm that your opening balances for the year have been entered or correctly transferred, including any final journal adjustments made by your exter...
by COBS Tech Support
Thu May 27, 2021 12:38 pm
Forum: Processes
Topic: How To Create a Stock List Spreadsheet
Replies: 0
Views: 9563

How To Create a Stock List Spreadsheet

1. Open the Stock Control area. 2. Right click on the stock list. 3. From the pop-up context menu select Export. 4. Next to "Save As type" select Excel Workbook. 5. Enter a file name and press Save. To change the presentation of your spreadsheet, right click as per step 2 above and select ...
by COBS Tech Support
Wed May 26, 2021 10:44 am
Forum: Servers & PCS
Topic: Moving Corporate Edition to New Server
Replies: 0
Views: 15734

Moving Corporate Edition to New Server

To move Corporate Edition from an existing server to a new server follow these steps: 1. Locate the application main folder and/or any folders associated with this. This is typically <drive>:\CAPITAL. However, it is frequent practice to place the <drive>:\CAPITAL folder inside a <drive>:\CAPSHARE or...
by COBS Tech Support
Wed May 26, 2021 10:33 am
Forum: Corporate Edition
Topic: How to Install SAP Advantage SQL on a New Server
Replies: 0
Views: 10101

How to Install SAP Advantage SQL on a New Server

1. Locate and run the SAP Advantage SQL installation package applicable to your version. For example: ADSwin_x86_64.exe 2. Accept terms of the licence agreement, specify installation folder, and "Complete Install". 3. When prompted for Collation or ANSI Character Set, select "ASCII&qu...
by COBS Tech Support
Fri May 21, 2021 11:53 am
Forum: Scripting & Advanced Techniques
Topic: Script to Block Users From Invoicing Zero Quantities
Replies: 0
Views: 9566

Script to Block Users From Invoicing Zero Quantities

The following script scans an invoice or related transaction before saving it to the database and prevents the transaction from being saved if a product item with a zero invoice quantity is found. The script must be saved in your main ..\CAPITAL folder with the filename R-ITOTAL.MAC. Refer to the pr...
by COBS Tech Support
Thu May 20, 2021 10:40 am
Forum: Scripting & Advanced Techniques
Topic: How To Determine Last Time Scheduled Task Run
Replies: 0
Views: 9816

How To Determine Last Time Scheduled Task Run

The following script returns the last date and time that CAPITAL Server Agent ran, or attempted to run, a scheduled task: Declare dLastDate Type Date Declare cLastTime Type String Declare cINI Type String cINI := PathData() + "SCHEDULE\AGENT.INI" dLastDate := CTOD(ReadINI("Scheduler&q...
by COBS Tech Support
Tue May 18, 2021 9:38 am
Forum: General Ledger (Financials)
Topic: How to Lock/Unlock a GL Period
Replies: 0
Views: 9683

How to Lock/Unlock a GL Period

1. Open the General Ledger area. 2. From the top menu select Record|Open Year 3. Under the Lock column tick the period to lock it, or untick it to unlock it. 4. Press Open to continue. Note: If you wish to edit transactions before the current financial year, untick Lock Previous . To prevent users f...
by COBS Tech Support
Tue May 18, 2021 9:35 am
Forum: General Ledger (Financials)
Topic: How to Link a Cash Book (Bank Account) to Your GL
Replies: 0
Views: 9661

How to Link a Cash Book (Bank Account) to Your GL

1. Launch CAPITAL Business Manager. 2. Open the General Ledger area. 3. From the menu select Manage|General Ledger Sets. 4. Set "0" (Under Code column) should be selected. Press Copy button. 5. In Set Code enter a short code to represent your cash book or bank, i.e., NAB Note: Remember thi...
by COBS Tech Support
Tue May 18, 2021 9:34 am
Forum: General Ledger (Financials)
Topic: How to Close a Financial Year ('Roll Over')
Replies: 0
Views: 9620

How to Close a Financial Year ('Roll Over')

Versions Prior to Release X: All users must close down their running copies of CAPITAL before you execute the following steps. The process will take several minutes to execute. There is no need for users running Release X or higher, to exit the software. 1. Open the General Ledger area. 2. From the ...