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n the Administration Panel you set some
management parameters.
The Job Prefix field enables you to set
an alphanumeric prefix that will appear in front of the sequential numeric
Job Numbers AutoCreated by Merlin. The example above, "MG_"
will prefix job numbers with this string, so job number 1001 will
become MG_1001.
Merlin will check your last
Purchase Order number (which of course will be zero in a new
installation), and increment this by one to establish the Next Purchase
Order No. You can change this if you wish, but upwards only.
There are also fields to show your next
and last Job Numbers, and the Next Job Number should be set if you
wish Merlin to follow a numeric sequence already established.
Whenever you create a new job in Sales Orders & Jobs, Merlin
will suggest a Job Number for you in the form of the Job Prefix
followed by the next number in the running sequence. This will look
something like this: MG_123456.
You can change this, of course, if you do not wish to follow this scheme.
If you have not entered a Job Prefix, Merlin
will take the first three characters of your company name, followed by the
underscore character, so the job number will look
something like this: MEG_123456.
Purchase Order Format enables you to
choose for Merlin to print your Purchase Orders on
plain paper or your own pre-printed stationery by clicking the appropriate
button in the box. If you elect to print on plain paper, Merlin
will generate the standard Merlin Purchase Order in landscape
format.
If you elect to print on pre-printed stationery
Merlin will generate portrait orientated Purchase Orders with
data only printed to the page. You will need to pre-print your purchase
order forms with company logo, information, column headers and line rules.
This can, of course, be done in your Word Processor or DTP package, or by a
commercial printer.
Please see the
sample_PO Word document on the
Downloads page of our website for the layout guide, but since all printers a
slightly different, before pre-printing any stationery you should print some
test orders to establish the precise positioning of data components on the
form. The sample document is a template - Merlin will print
the data only - not any of the rulers or headings.
Please note that the Part No. column
shows the Supplier Part No. and the Our Ref. column shows
your own internal Part No.
When printing tests you should say
NO when the printing
dialogue asks if the Purchase Orders printed OK. This will prevent the
system from updating on the basis that the orders were successfully
generated.
Additionally, you can test by re-printing
existing Purchase Orders.
If you have any special Purchase Order layout
requirements, please contact Merlin Support.
The Old Orders & Old Jobs must Predate This
field is for you to enter a date which defines "old" records. It will be
used as the reference point when using the routines in Admin to purge
old records from the system. All closed items preceding this date will be
removed when the Delete Old routines are run. |