SytelineMaster

1. Read the cover letter, highlights forms that have been modified, and Sps that have EXTGEN on.

2. For EXTGEN SPs, will need to manually apply the new changes.

3. For modified Forms, make a backup of the Form scripts use FormSync.

4. Apply the patch to unused configuration, such as Demo.

5. Merge the new vendor version of form from Demo to target configuration, form by form.

   1. Start FormSync with

   2. Filter with single form.

   3. Do not apply change to any other objects.

   4. Keep other object unchanged.

Remember to uncheck all the filters here.

1. Run Synchronization

1. Test the newly merged, modified form.  May need to work out conflict if there is any.

1) The “Job BOM Cost Roll Up” utility and the “Update Planned Cost” button in Job form, Cost Detail tab are pretty much doing the same thing, they will update the material cost in job material.

2) Syteline system didn’t maintain a field for total job planned cost, you have to run job costing reports like “Job Cost Various Report” to see the total planned cost.

3) Job BOM Cost Roll Up use the item Unit Cost, and Current BOM Cost Roll Up use item Current Unit Cost.  So even you just copy the Job BOM from Current BOM, the current cost of job item may be differ than the job planned cost.

4) Cost roll up utilities rely on Unit Cost and Current Unit Cost maintained in Item Cost.  For a new item, say it is a purchase item, Syteline system would not assign Unit Cost and Current Unit Cost, until you conduct the first inventory transaction for the item (the transaction can be a PO receive, a Job complete receive or Misc receipt).   So your job material plan cost would not include these new materials.  Even you create a PO for the new item, system would not save the PO cost back into item cost, until you actually receive that PO.   However, for a new item, with or without a PO, you can use Item Cost form, Cost Maint tab to assign initial Unit Cost and Current Unit Cost.

1) Setup Tax Parameter, enter your own company’s Tax ID.

2) In your Tax System setup, make sure the Tax ID Prompt Location set to included Vendor (Vendor or Both).

3) In Accounts Payable Parameters, under 1099 tab, enter your company information. These are info will be print on your 1099 form.

4) Now, for each vendor that you need to send 1099, enter their Tax ID.

5) Part of your year end procedure, you should run the “Rebalance Vendor Payment History” utility.

This will update the Payment History tab on your Vendors form.

6) Now you are ready to print the 1099 form.

In Syteline 9, there is one significant database schema change.  All major tables like item are replaced with a view and _mst table.  There are some context variables need to be set, before you can run query against to the views.  Otherwise query to the view will return no data.  And here is the variable declaration, with sample query after that.

DECLARE @Br NVARCHAR(8)

SET @Br = ‘SiteName’’

DECLARE @Context NVARCHAR(100)

SET @Context = @Br

DECLARE @BinVar VARBINARY(128)

SET @BinVar = CONVERT (VARBINARY(128), @Context)

set CONTEXT_INFO @BinVar

 

 

select co.slsman,co.co_num,co.type, co.order_date, coitem.co_line, coitem.item, coitem.qty_ordered_conv,coitem.price_conv,co.exch_rate

, ca.name, coitem.qty_ordered_conv * coitem.price_conv ‘Amount’, coitem.co_release

from coitem

join co on co.co_num = coitem.co_num

left join custaddr ca on ca.cust_num = co.cust_num and ca.cust_seq = co.cust_seq

where isnull(co.slsman,”) = ”

Update 2/10/2015

You may now just call this Sp.

DECLARE @Infobar InfobarType;
EXEC [dbo].[SetSiteSp] ‘CCSSL’, @Infobar OUTPUT

Part of the Syteline year end procedure is to run an utility to reset the YTD number in item warehouse form.  This needs to be done in timely manner.  If you forget to run it during your year-end, there is no rebalance utility to recalculate that these YTD number in Syteline.

The below small script is to help re-calculate and update that YTD numbers.

——- Checking ———-
select top 100
iw.item,
iw.whse,
(select SUM(qty) from matltran where item = iw.item and whse = iw.whse and trans_date > ‘1/1/2015’ and
((trans_type = ‘R’ and ref_type <> ‘K’ and ref_type <> ‘S’) — PO receiptor
or
(trans_type = ‘W’ and ref_type = ‘P’) — PO return.
) ) ‘YTD Purchase’,
(select SUM(qty) from matltran where item = iw.item and whse = iw.whse and trans_date > ‘1/1/2015’ and
((trans_type = ‘S’) — CO Shipment
or
(trans_type = ‘W’ and ref_type = ‘O’) — CO return.
) ) ‘YTD Sold’
from itemwhse iw
where item = ‘512653’

———– Actual Update ————-
update itemwhse
set qty_pur_ytd = (select SUM(qty) from matltran where item = itemwhse.item and whse = itemwhse.whse and trans_date > ‘1/1/2015’ and
((trans_type = ‘R’ and ref_type <> ‘K’ and ref_type <> ‘S’) — PO receiptor
or
(trans_type = ‘W’ and ref_type = ‘P’) — PO return.
) ),
qty_sold_ytd = (select SUM(qty) from matltran where item = itemwhse.item and whse = itemwhse.whse and trans_date > ‘1/1/2015’ and
((trans_type = ‘S’) — CO Shipment
or
(trans_type = ‘W’ and ref_type = ‘O’) — CO return.
) )