Add-Ons - WorkBook
One of the most exciting elements of the CustomPack is the unique and unparalleled WorkBook! Designed to complement Sage BusinessVision, WorkBook can be used to easily customize the system to meet the unique requirements of your industry and business. WorkBook allows you to add new fields to each major module, in order to cater for these specific requirements.
Add extended descriptions, alternate part numbers, membership dates, special contracts
For example, you may need to record certain additional information about your customer, such as alternate addresses, years in business, membership dates, special contracts, etc. For inventory items, you may want to use long descriptions or descriptions in other languages, alternate part numbers, and vender specifications.
You might even want to use long descriptions or descriptions in other languages, alternate part numbers, and vendor specifications. You might even want to create work orders associated with your regular orders, or track and retain special information about jobs, bills of material, employees, etc. The combinations of ideas and uses are virtually limitless.
Each WorkBook can have up to 50 indexed fields, spread across up to 5 tabs (screens). Field names can be up to 32 characters in length.
You control the format – text, numbers, percentages, drop-down lists, checkboxes
You can choose whether a field should contain text, dates, numbers, percentages of foreign currency values, or be configured as drop-down lists or checkboxes. Fields can even have unique validation rules.
For example, a numeric field could be configured to require a value within a certain range, and a date field can be set up to require a value within a certain range, and a date field can be set up to require the entry of a date within a fiscal period or year. Basic formatting rules, such as forced uppercase, can also be established.
WorkBook data can be added to existing reports and forms, and you can also create entirely new reports using this additional information. (Report creation requires Crystal Reports software).
WorkBook information remains attached to an order or purchase order, providing continuity of information when an order becomes an invoice, or a purchase order is closed.
Find the information you need – quickly and efficiently
WorkBook “templates” can be established for the Customer, Accounts Receivable, Supplier, Accounts Payable, Inventory, Order Entry, Sales Analysis, Purchase Analysis, Bill of Material (top level assemblies), Employees (Payroll), Job Cost (both jobs and accounts), and User Details modules. A WorkBook can also be defined for General Ledger Accounts, Product Codes, and Territory Codes.
The WorkBook also includes a special “Browser” function that can be used to locate specific information, quickly and efficiently.
With the unique and powerful WorkBook, it's never been easier to customize your system to suit your special needs and requirements.