Editorial and Production Settings
Before using the Editorial and Production module you have to
Auto-generate new code for stock records
- Go to Maintenance> Preferences
- Select Code Formats
- Under Stock Ledger select System-Generated
- Click the Save button
Configure the Progress Tracking Workflow
Your dealer should help setup an initial Progress Tracking workflow during the installation exercise, where the tasks will be configured to trigger embedded actions, such as emailing specified personal at the appropriate stage/task.
- Go to Publishing > Editorial & Production
- Click on Workflow and indicated below, to configure the Progress Tracking Workflow as required
- Click Save to finish
Create a New Order
Edit an Order
Batch Release and Reprint
Dues invoicing (Backorders)
SOP Error Log
Returns System
Add New, Edit Title Records
Receive Stock (Goods-In) to a Location
Send Out Consignments or Transfer Stock
Process Sales Orders
Do Stocktake
Process Printer/Supplier Invoice
Calculate unit costs
Post Stock Value to Cost of Sales
Add, Classify Edit Accounts
Post Journals
Cash Book
Transfer Money
Post Budgets
Setup Control Accounts
Cost of Sales Overview
Post costs from Purchases
Post Direct Job Transactions
Calculate unit costs
Job Profile / Enquiry
Calculate Royalty
Print, Email Royalty Statements
Post Royalty Payments
Withholding Tax on Royalty
Add Author Records
Set Royalty Rates
Set Rights Royalty