In order to complete the schedule you must create a Service Form. There are 2 ways to create a Service Form – Standalone or From Order Set. To Create Service Form from Order Set: Click the Schedule on the top menu and select Attach Service Form. The system will check for any available Service Form […]
ProLine has auto-pricing mechanism that can be applied to most documents (Quotation, Invoice, Supplier Invoice, Purchase Order, and etc) and to a specified set of contacts or selected customers.
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.
Invoice can be cancelled provided that the Invoice has not been cancelled. Cancellation may take place before an Invoice is posted or after posting.
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.
Invoices and other accounting documents are subjected to the posting process. The posting process takes the accounting information from the document and updates it to the accounting tables for further processing.
An official receipt is issued as a result of payment received from an external party. Whether or not the receipt is required, a receipt is created in ProLine to update the accounting information. Printing of the receipt is optional.
Organization Grouping or OG for short is designed to provide simplified yet realistic modeling to real business structure.