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System-Wide Features

 


COMPAS Commander contains many ease-of-use and data integrity features that apply across the entire system. These are generally grouped within the module called “System.”

 

  Function   Description
User Profile







Terms Codes





Freight Calculations






Fiscal Calendar








G/L Groups



Permissions


Messages




Comments


Address Book




Event Logging


Connects a Commander system login to a user’s Windows login
A Commander user is connected to a company number and a working fiscal period
Each user can be assigned to a user group, which facilitates changing authorized fiscal periods and permission details

Eleven master formats in which you can set up customer terms, but an unlimited number of pre-defined terms that can be created within these eleven formats
Each pre-defined customer term can be based on either invoice date or shipping date

Three types of freight: fixed-rate (contract), per-unit or per-distance on sales (dynamically calculated by the system), freight billed to your company by a carrier
Unlimited number of dynamic freight tables
Each customer can have their own custom freight table
Each product group can have its own freight table

Contains the number of fiscal periods (from 1 to 97) within a fiscal year, and the date duration of each period
System administrator opens or closes a fiscal period for transaction entry, as needed
Inventory cost may be “frozen” within any or all closed fiscal periods
A closed fiscal period may be reopened to allow for entry of any transaction or just G/L adjusting transactions

Mainly used to define those G/L accounts that can be used for such things as vendor invoice payment, customer receipts and station/store receipts

Allows each system user to have his/her system access precisely defined

Used for set up of warning, oxygenated and reformulated messages for sales invoices
Also for certain customer statement messages, and for company policy messages that print on customer invoices

Comments can be attached to any transaction by pressing F3 and then typing in the comment

Keep an unlimited number of customer and vendor personnel contact records, indexed by job title/description
Maintain phone, fax and cell numbers, e-mail addresses and IP addresses

If a system user changes or does any of the things listed below, the “event” gets logged in the system and can be seen on the Event Log Report:
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Customer Credit Limit
Default Customer Terms
Customer Price
Vendor Price
Freight
Salecode
Tax Code
State Jurisdiction Code
County Jurisdiction Code
City Jurisdiction Code
“Other” Tax Jurisdiction Code
Discount on Receipt on Account entry
Product discount on Sales Order
product screen
Finance Charge
Tax on retail sales
Taxable amount on retail sales
Station meter changeover
Selling more units than available in Inventory
Selling at a price less than Inventory Average Cost or Tank Unit Cost
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Invoice deletion
Entry made in a fiscal period other than the current working period
Inventory item’s average cost
“Ready to Post” Switch changed from TRUE to FALSE
Check to Vendor is greater than A/P Check Limit for that vendor
Journal Entry out of balance
Customer ID after “Apply” button clicked
G/L entry made to AP Trade account without specifying a vendor ID
G/L entry made to AR Trade account without specifying a customer ID
G/L entry made to Inventory asset account without specifying an item ID
G/L account does not exist for the branch assigned to a freight table
Any change to fiscal calendar setup
Changing a transaction by a user other than the user who originally entered the transaction

 

 

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