ProLine Terms

Master Lookups

Lookups are one of the most important part of any database as it allows structured analysis and standardized codes to be used within the system.

Example of Lookups: Customer Code, Stock Code, Account Code, etc.
A lookup in action in a popup window

Creating lookups are one of the most challenging to manage as different staff may have different ideas on how to do this.

This simple guideline is written to align the thinking of each individual that involved in creating codes for lookups.

In ProLine, Items Lookup is where we create codes for:

  • Stock / Inventory
  • Fixed Assets (like vehicle, equipments)
  • Products & Services (for quotation or billing only, without Stock control)

Managing the Items Lookup will become tedious once the lookup is too large. To reduce the lookup list, it is advisable to:

  1. Create generalized codes for Products & Services
  2. Separate to different classifications
  3. Use classification settings

Deliverables, Orders, Sets and Schedule – refer to Deliverables Explained

Organization Group

Setting up for OG Info

Organization Group or OG for short is an important concept in ProLine as it forms a foundation for classifying data for financial, reporting and security purposes.

Before using ProLine, it is important to design the OG structure based on the company. OG can support multi-company / branches operations and it is important to set it right in the first place.

Each OG can have its own settings such as address and letterhead.

Document Number Format

For any offices, there will be a running serial number for each document. This is a common practice for any document control and management.

ProLine includes an auto-numbering for each lookup and documents such as Customer Codes, Invoice Number, etc. Learn more about Document Number Format

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