VISUAL Did You Know?

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Thursday, June 18, 2009

Create a Return Material Authorization without Original Customer Order

Did you know that you can create a Return Material Authorization when the original customer order isn’t available?

The situation may arise where you are unable to generate an RMA against the original customer order. This happens frequently if you are an new implementation and the original order is not in the new system or you cannot find the original order or maybe for other reasons you do not want to use the original order in the RMA.

VISUAL allows you to process an RMA and the related return against a new customer order. Use the following steps to associate and process the RMA using a new customer order.

Create RMA

  • Go To Sales/Return Material Authorization
  • Enter customer ID and Return Reason Code
  • Press Save – VISUAL ERP will assign an RMA number and new Customer Order ID
  • Click on “Show New Order” icon and VISUAL will open the order management window and populate order entry window with the customer information.

Enter Part/s Being Returned into New Order

  • Insert a line and enter part ID and quantity for the parts being returned.
    Note: If you do not want the parts to be added back into inventory do not enter a part number into the part ID field; instead enter the part number into the “Misc. Ref/Descr” field. If part ID is not entered, be sure to enter the Revenue account number into the customer order line.
  • Enter price per unit manually or price return using Price Book by pressing the Price Book calculator icon. If you are not using the price from Price Book enter a “Y” into the override price field.
  • Enter notes to customer (optional) regarding credit into Order Specifications

Finalize RMA

  • Open RMA and refresh, VISUAL will populate the returned part information from the new customer order into the RMA screen.
  • Enter the return quantity authorized into the RMA.
  • Press Save to save the RMA data

Record Returned Parts

  • Open Shipping Entry – Sales/Shipping Entry
  • Click on Returned Shipments Icon
  • Enter RMA ID and VISUAL will populate the shipping entry screen with the RMA data indicating the authorized return quantity.
  • Enter the actual quantity returned into the shipping entry screen
  • Press save and VISUAL will generate a “negative” packlist for the returned merchandise and the packlist will appear in the eligible packlists table to print a credit using Invoice Forms.

Generate Customer Credit

  • Open Sales/Invoice Forms – Set screen to the following settings – Create A/R Invoices, Print Form and Shipped Date
  • Select File/Print One Invoice
  • From the list of eligible packlists search on Order ID to retreive the credit packlist.
  • Select the packlist print the customer credit

Presto!

BizTech VISUAL Consultant Joe Horvath provided this edition of VISUAL Did You Know?

**To view this tip with the screenshots, click here**

Friday, June 12, 2009

BizTech Becomes an Infor Channel Partner

BizTech reaches agreement with Infor Global Solutions as the newest Channel Partner to market and sell Infor ERP VISUAL.

TOLEDO, OH, June 12, 2009 –- Business Technical Consulting, LLC. (BizTech), a provider of VISUAL support and information technology solutions, is pleased to announce that they have entered into an agreement with Infor Global Solutions to be a Channel Partner to market and sell Infor ERP VISUAL. BizTech is the first company to join the VISUAL Partner Channel in the United States in more than 12 years, and their initial territory for new account sales will include Ohio, Illinois, Indiana, Kentucky, Michigan and Wisconsin.

“I am very excited that our company is now an Infor Channel Partner,” said Mike Brown, Managing Partner and BizTech CEO. “Everyone in our organization already knows how VISUAL can make manufacturing companies more successful. Now, we can leverage our years of experience and creative thinking to deliver this great software to companies who are looking for ways to improve their supply chain relationships through reduced lead times and improved productivity. By partnering with Infor, BizTech is emphasizing our commitment to all of our current VISUAL clients by providing the best service possible to ensure they continue to get the most value out of Infor ERP VISUAL.”

Originally conceived as VISUAL Manufacturing by Lilly Software Associates in 1992, VISUAL was the first Microsoft Windows™ based manufacturing software solution on the market. VISUAL Manufacturing was renamed in 1999 to VISUAL Enterprise when it became the first fully integrated, end-to-end business application suite to include: ERP, APS, MES, Quality Management, WMS, CRM, and eBusiness all in one system. In 2004, VISUAL was acquired by Infor Global Solutions in the purchase of Lilly Software Associates and was renamed to its current product brand, Infor ERP VISUAL.

“For the past 10 years, BizTech has provided support to the VISUAL end-user community; from day one, we have had the desire to become a VISUAL Partner”, commented Joe Zalewski, Managing Partner and COO at BizTech, “Today, that desire has become a reality. Best of all, our new relationship with Infor will allow us to better serve our clients.”

For more information about BizTech, please visit our website http://www.gobiztech.com/ or call our office at 800.804.4715.

Thursday, June 11, 2009

Citrix Server Best Practices

Multi-user Server Based Computing
Server sizing in Microsoft Terminal Services and Citrix XenApp 5.0 environments differs greatly from traditional server environments. Since multiple users simultaneously access these servers, the hardware needs to be dedicated and more robust than that of your traditional member server. In addition, because the Operating System needs to be specifically configured to handle a multi-user environment, these types of servers deal with hardware differently than standard member servers. Other factors include independence from other overhead processes and services that could render the access method useless in the event of their failure, and the security risks associated with hosting user sessions on servers acting as mission critical domain controllers or database servers. The server based computing model as a business access strategy is a proprietary information systems technology requiring a dedicated effort. The goal of any multi-user server based computing deployment is to deliver easy, secure, and high performance access to the end-user. Field testing has produced the following results:

Test Configuration
The benchmarking test was conducted with the following configurations to demonstrate the need for dedicated server computing and the break-point for multi-server load balancing and failover.















Server Configuration
Dell PowerEdge 2900 III
Dual Intel Quad Core Xeon 2.33GHz
(2 x 74GB SATA) RAID 1 Array
4GB Dual-Ranked DDR RAM
Windows Server 2003 Standard R2
Citrix XenApp 5.0 Enterprise
Microsoft Office Small Business 2007

Client Configuration
DELL Optiplex 755 Tower Desktop
Intel Core 2 Duo 2.66GHz
2GB DDR2 RAM
Windows VISTA Business

Test Results
A server’s degradation point was reached when its score fell below 80. The results showed a maximum of 177 simulated users concurrently running Microsoft Office applications before this threshold was reached. In this test environment, increasing the number of concurrent users beyond this would have resulted in decreased server and end-user performance. Most production environments deploy applications with much higher system resource requirements that reduce the maximum number of users supported by a single server before performance degradation. Server scaling is environment specific based on application overhead and end-user interaction classified as task oriented or power usage. This test was based on task oriented only. Dedicated computing is required regardless of circumstance.

Conclusions
1. Resource Usage: Citrix, a database driven application, makes usage of the server's hardware and operating system resources in a proprietary way that can be incompatible with Visual Database processing and performance.

2. Security & Continuity: Enabling end-user access to a database server for the purpose of hosting virtual work environments puts the production VISUAL Database at risk for a mission critical failure due to unrelated server usage.

3. Hardware Compatibility: VISUAL Database servers operate most efficiently on a Disk Subsystem configuration of RAID 1, 5. Multi-user servers operate most efficiently on a Disk Subsystem configuration of RAID 1 for simultaneous read/write operations. In addition, memory allocation switches differ between Citrix application servers and VISUAL Database servers when configuring virtual vs. conventional memory usage.