Articles

Organization Groups

Organization Grouping or OG for short is designed to provide simplified yet realistic modeling to real business structure.

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To-Do List

The To-Do List helps you monitor any current activity for a particular task or status. You can also use this feature to communicate with your colleagues to assign and share any job or activity.

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Deliverables Explained

Deliverables is an important component in the Proposal and Sales Order. Within each Set, it quantifies the items to be sold, delivered and billed to the customer (also known as the business arrangements).

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Confirming Quotation

When customer confirms a quotation, you can confirm the quotation and create a Sales Order automatically. In this article, you are presented with different approaches to confirming a quotation.

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E-Filing Overview

E-Filing is a productivity concept where we are storing soft-copies of files and documents in the computer. This allows easily retrieval, collaboration, printing copies, emailing and faxing.

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Purchasing Overview

Purchase Order is issued to Supplier when ordering goods. This allows ProLine to keep track of the orders made and the outstanding from Supplier.

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Understanding Time Lock

Time Lock is designed for the purpose of document access control in a multi-user environment. This ensures that changes made to a document on one user is not replaced by another user’s. This article explains how Time Lock works in ProLine.

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Auto Numbering Format

Most of the documents numbering can be auto-generated and formatted by the system during creation time. This article explains the settings and its effect to the system.

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Using Billing Templates

Billing Template allows automatic generation of billing information to be configured for each document. It also includes the double-entry presets to be used for accounting posting purpose.

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