Tips & Tricks
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Do you have a favorite VISUAL Tip or Trick? Drop us an email. If it makes us say, "Cool!", we'll publish it, and give you credit. International fame will soon follow.*
*Individual results may vary.
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Modify the Personal Menu
Here is a simple yet effective time saver anyone can do: Modify your Personal Menu in VISUAL. All your favorites will be one click away, and you are not limited to VISUAL items. View the demo, modify your Personal Menu, and impress your co-workers.
 View Demo
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Connect Excel to VISUAL
Did you know you can connect to the VISUAL database with Excel? It’s a great way to get the information you want, in a format that you are probably comfortable with. In addition, you can use the tools in Excel to sort, graph or evaluate the raw data from VISUAL. Click on the link below to see how to accomplish this. In the demo, Nick will show you how to create a negative inventory report.
View Demo
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Save Paper
Do you run the Material Planning Report? Would you like the same information without the paper? View the demo to see how a little used feature can provide this for you. Sorry, this will not work if you have independently planned warehouses.
View Demo
After you view the demo, here is the statement you'll need:
p.QTY_IN_DEMAND>(p.QTY_ON_HAND+p.QTY_ON_ORDER) AND p.PURCHASED='Y' AND p.CONSUMABLE='N'
You can copy and paste this statement in the query window under Search condition.
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Automatic Update Notification
Did you know there is a service available from Infor365 that will notify you when patches are released? It's called Proactive Communication, and you can learn about setting it up by clicking here.
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Clearing Up Uninvoiced PO Receipts
Does this sound familiar? Your purchase order accrual account carries a credit balance from the receipt. When you print out your uninvoiced receiver report, this receiver now stands alone, and you’ve already paid the vendor. Try this 4-step process to get your reporting back on track.
- Match the receiver to a dummy voucher/invoice for the vendor to bring it into accounts payable.
- Add a second line on the invoice for negative the amount on the first line and book it to the account that you used when creating the original voucher. This creates a $0 voucher.
- You should leave the invoice total at $0, but be sure the line items also net to $0.
- Save and post the voucher.
This journal entry reverses the double posting to Inventory, relieves the purchase receipts accrual account, and removes the purchase order from the Uninvoiced Receiver Report.
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Partner Solutions
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