This page contains information on the following topics
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Currency
Used The Currency option is used to create a new currency, or view and edit the existing Currencies. These currencies are used throughout the system.
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If you just want to update rates, and you have multiple or you want to download from the UK HMRC website then you should To quickly and easily update exchange rates for multiple currencies, please visit https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/662077545/System+Group#Currency-Rate first |
Once you have successfully set a unique Currency Name and a Currency Sign you can
add Exchange Rates and the date the new rate will be effective from.
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The currency sign should be the three-digit ISO code for the currency e.g. USD, ZAR, EUR, AUD etc. |
When the rates change, you can enter a new rate and effective date, it will only work from that date onwards
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An audit log of the previous changes for auditing purposes will be available in Currency Maintenance.
Frozen Reason
If you need to freeze stock you will be asked to input the reason, the system comes with a number of “system” reasons which are used for quality, receipting, and governmental controls.
This screen is used to create, edit, or view the Frozen Reason. Each code needs to be unique.
You can specify an internal reason as well as a more comprehensive reason for the customer.
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Be aware that setting an option on creation may make that option fixed with no way to modify it. These options are used by items which are inserted at the time of system creation you would not normally use those options afterwards. |
Options Name | Function and Notes | ||
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QA Held | This operates a QA sub-system and generally setup for use with production/bottling goods which are held in QA until either released by the system or manually released.
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Prevent Stock Maintenance | Generally used where stock is booked on without a value when it is needed, you need to use the Goods In feature for adding the value and releasing the stock. | ||
Excise Duty Bulk Payment Permitted | This is used for WOWGR related stock landing, if the customer does not have a WOWGR then the stock is frozen until the payment of duties is made through the excise bulk payment system.
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Prevent User Unfreeze | This options stops the user from unfreezing stocks using this code. |
Here are the pre-defined codes which are in your system, you can not use the same code
Special Codes
CODE | Notes | ||
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WOWGR | This is used in the following conditions are met
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REVCHECK | Same as above except the customer is set to Duty Representative of “NA” | ||
QA | When goods arrive and the receipt delivery type is set to mark all goods as QA upon receipt e.g. Manufacturing. | ||
VALUES | If you marke a receipt as Receipt without values then the stock is frozen and you must enter the values to unfreeze the stock. There is a menu option on Goods Inward to allow you to find this stock and to unfreeze it. |
Packaging Type
Packaging types are stored for each stock as it arrives and is used on paperwork for many things including environmental reporting, exports, government documents, and clearances.
This screen is used to create, edit, or view the Packaging Types. This is used in the Pre-Advices when receipting the stock.
You need to record the packaging type when the stock is receipted
The Packaging Code should be unique however you can use the same UN Package Names Code for multiple packaging types.
You need to record the packaging type when the stock is receipted.
A guide to the UN packaging codes is contained in the PDF
Pallet Type
You can maintain different pallet types in the system and use this to record the usage of pallets during the goods inwards and goods outwards
processes.
This screen is used to create, edit or view the Pallet Types.
This is used in the Customer Maintenance screen.
Default Inwards Charge - The → The values that you are adding in this type, can be overridden when you are using this type to for a specific customer. When used on a Pre-Advice, this generates charges which can then be invoiced in Vision Invoicing 'Goods In' invoices.
Default Outwards Charge - Charges → Charges are not generated for using this currently but Goods Out Pallet use can be seen using the 'Goods Out Pallet Usage' Report in VW Business Intelligence Reports.
Default Rental - → The changes for the rental of the pallets.
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The Pallet Code should be unique. |
You can find existing Pallet Types by searching in the Navigation Panel under Maintenance. Double-click one of the Pallet Types in the list to Edit the details (using the screen shown above).
Unpick Reasons
This is used as additional security controls on warehouse operations , when goods are picked a pick note is produced if they are unpicked and re-picked a new note can be produced, without adequate controls it is possible to double pick.
So to
control this, if you unpick, you have to enter an unpick reason.
It is a simple form that requires a code and a narrative for the code.
This was added to aid warehouses keep a record of who was carrying this function out and why, it helps theft prevention because if you are using paper pick notes, this is still in the warehouse when you unpick and you need to remember to recall it and destroy it, otherwise there is a potential for duplicate picking.
It is a simple form that requires a code and a narrative for the code.
Warehouse Vehicle
If you are using Vision Flex for warehouse picking, we need to know the which vehicle you are using in the warehouse, what its capabilities are, and its maximum capacities.
You will be requested to specify the warehouse vehicle on the flex system.
This screen is used to create, edit, or view Warehouse Vehicles.
This is used when using the Vision Flex application for picking and put away.
🔗 For more information regarding the Vision Flex application, please click on the link 📟 Flex for WMS
The maximum you can enter in the Reaches Location Height field is 32767
Brand
This is in addition to the description field for a product, you . You can enter the brand which can be the manufacturer/producer, etc. This is a single input field, if it exists we will not duplicate the record.
This The below-shown screen is used to create, edit, or view the Brand.
This is used when creating a product to be used in the system .
You will not be able to have a duplicate of the Brand Name, the name should be unique
Transport
This is used for both incoming transporters along with outbound transporters and stores information and contacts for each transport company which could be used.
This information is shared between all customers in the system as generally, you find they all use the same transporters.
This screen is used to create, edit or view a Transporter (Haulier) account.
If MUST select either Inbound (Pre-advice) or Outbound (Sale orders) for the entries to show
Transport Type
There are a number of options which show here
Option
Use
Shipper
Shown in pre-advices and goods out
For goods out this changes some codes on the output paperwork or e-submission
Haulier
Shown in pre-advices and goods out
For goods out this changes some codes on the output paperwork or e-submission
Direct
Used for automated options, not required unless your warehouse need to record this.
Return
Used for automated options, not required unless your warehouse need to record this.
Collection
Used for automated options, not required unless your warehouse need to record this.
Some information on the form is used for under bond order transporters which are known as “bonded transporters” who also require movement guarantees to move the stocks without the payment of duties
The following information is ONLY required if you intend to use this transporter for OUTBOUND movements which are for underbond
Most of the drop down options are self explanatory
Transport Contacts Tab
This contains a list of the individual contacts for the transport entry, if you intend to use the outputs or the booking reminder function then an email address is required.
Contact Output
There is functionality in the system that when this transporter is selected for goods outwards and goods are then pick confirmed, the transporter will receive a copy of the delivery note, this has been designed to provide the transporter additional information for underbond deliveries.
Simply tick the option for the contact you have chosen to edit
and to try to avoid duplicates you can use the similar type search facility.
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This is generally not used for entry of new Brands/Producers as entering on the pre-advice allows the generic creation of the brand on the fly. |
If you have entered a Tax Certificate for this brand then you should tick the “TAX CERTIFICATE” field as this will highlight to a user that there is a possible certificate for the brand setup which could allow access to a reduction of duties.