Alba Spectrum Technologies
Phones
Toll Free: 1-866-528-0577
Office: 1-630-961-5918
Cell (consultant-on-duty): 1-630-854-0597
Email: welcome@albaspectrum.com.
Alba Spectrum Technologies - Sample Dexterity Legacy System Documentation
Customization Documentation for
Company ABC
Prepared by:
Alba Spectrum Technologies, LLC
Customization Overview 2
Dexterity Custom Forms 2
Dexterity Alternate Custom Forms 19
Dexterity Custom Reports 34
Dexterity Alternate Custom Reports 55
Second Customization 61
Current version 6.0
There are two independent customizations, main one is used for all the companies except Parts Sales, the second one is for Part Sales.
Main customization deals with payroll, sales and purchasing.
Second customization works with Inventory control.
Technologies. Customization utilizes the following technologies:
Our recommendation for the future is to transfer Dexterity customization into SQL and Crystal Reports
Dexterity Custom Forms
PJ_Apply_Batch_Entry form
AR to AP Account form
Batch IDs – PJ Batch lookup
Check Number Lookup
Check SOP Number
This form runs PJ_SOP_Report report
Create Delete Tables
Customer Miles
It is inquiry window for showing customer miles, stored in custom table: Customer_Miles
Download Employee Info
Creates text file from UPR Payroll master/tax tables
Employee Report
Run PJ_Report_For_Employee report
Explore0
This is PJ_Cards_Explorer window, run report PJ_All_Employees
Invoice Number Lookup
This is alternative RM History information lookup window
Paycode Setup
Alternative Paycode Setup
Payroll Import
Imports Payroll transactions into PJ_Payroll_Import table and then transfers it into Payroll work tables
Payroll Reports
Runs selected custom Payroll reports
PJ_AR/AP_RECAP_GL
Run report PJ_AR_CASH_RECAP_GL. It deals with Inter companies transactions
PJ_Change Miles
Changes 'User Defined 1' of table sopUsrDefWorkHist (historical SOP Transaction)
PJ_Copy_Inactive_Employees
Copies employees to tcbs (Terminated Employees company) database PJ_... custom employee master tables
PJ_Copy_Item_Price
Updates Standard and Current cost for the Item from C004 (Chicago Bus Sales Parts) company PJ_IV_Item_MSTR table
PJ_Deduction_Entry1
Rebuilds PJ_Deduction_Entry1 table and opens window PJ_Deduction_Transfer. And Deduction transfer window updates deductions in Payroll batch, uses source code
PJ_Deduction_Entry2
Rebuilds PJ_Deduction_Entry table and opens window PJ_Deduction_Transfer. And Deduction transfer window updates deductions in Payroll batch, uses source code
PJ_Deduction_Setup
Defines group of deductions and stores it in PJ_Deduction_Setup table
PJ_Download_Active_Customer
Create Customers text file
PJ_Download_Active_Vendor
Creates Vendors text file
PJ_Employee_Label
Run report PJ_Label
PJ_Employee_Report
Run PJ_Report_For_Employee report
PJ_Invoice_Report
Imports new customers (if any), then Invoices into PJ_.. tables and then transfers to SOP Historical tables
PJ_Modify_SUTA
PJ_New_Deduction
PJ_Payables_Recap
Prints Custom reports
PJ_Payroll_Entry
Alternative Payroll entry
PJ_Payroll_Lookup
PJ_Payroll_Work_Sheet
PJ_Recover_PO_Check_Batch
Alternative Batch recovery window
PJ_RM_Date_Change
PJ_Sales_Recap
Run Alternative Sales Reports
Precheck Report
Print SOP List
RM_Check_Invoice_Applied
To Date Total Miles
Unemployment Tax Rate Entry
Window1
Creates PJ_Temp1 from text file. Updates IV_Item_MSTR_QTYS from PJ_Templ table
Dexterity Alternate Custom Forms
Sales
Apply from Credits – do not see any custom code here
Apply Sales Documents
Creates PJ Batch – alternative batch
Cash Receipt Entry
Creates Alternative PJ_Batch
Customer Inquiry
Places two user defined fields: CUSTOMER TYPE and INTERCO
Customer Maintenance
Places two user defined fields: CUSTOMER TYPE and INTERCO
Receivable Transaction Inquiry Customer
Sales Batch Entry
Creates PJ Batch – alternative batch
Sales Series Posting
Creates PJ Batch – alternative batch
Sales Setup Reports
Sales Transaction Distribution Entry
Sales Transaction Entry
Creates Alternative PJ_.. transaction, deals with inter companies
Sales User-Defined Fields Entry
Purchasing
Creates PJ_AP_To_AP_.. transactions – alternative intercompanies AP transactions
Dexterity Custom Reports
Project
PJ_All_Employees
Dexterity Alternate Custom Reports
Sales
Purchasing
Second Customization
Dexterity Custom Forms
PJ_Item_Find
Opens form PJ_Item_List
Deals with Referenced items in table: PJ_Item_Reference_Dup
PJ_Item_Reference_Maintenance
PJ_Item_Report
Prints PJ_Referencing_Item_List
PJ_Reference_Item_Lookup
PJ_Sales_Analysis_Report
Prints PJ_Sales_Analysis_Report
PJ_Create Tables
PM Tax Invoice updates referencing item in PJ_Item_Reference_Dup table
Dexterity Custom Reports
PJ_Item_Error_List
Gives you exceptions in importing references
PJ_Referencing_Item_List
PJ_Sales_Analysis_Report
PJ_Variance_Report
