Configuration
How do I define various document ‘start’ numbers?
Go into File>System Configuration>System Settings and click on the System Numbering tab. Automatic numbering is used extensively throughout Ostendo. This screen enables you to define and maintain auto-numbering covering the various documents. If you ...
How do I set up and configure System Alerts?
System Alerts (accessed via File>System Configuration>System Alerts) provide facility to have a ‘pop-up’ message appear on your PC at a selected time after an alert condition has arisen. The notification can then be forwarded (emailed) to the ...
How can I add my own additional fields to Ostendo?
Ostendo’s ‘Additional Fields’ function enables you to define your own field definitions in key areas across Ostendo. Once you have defined the additional field it will immediately be available for data entry, reporting and analysis purposes. To ...
How do I define optional entry fields as being mandatory?
Go into File>System Configuration>Required Fields. Select the Table Name from the drop-down list. In the next field select the field - within the above table - that will be subject to the mandatory entry. Finally enter a brief description into ...
How do I load the Ostendo Licence Key?
Go into File>System Configuration>Licence Key. This screen allows you to load a license key to either register the owner of Ostendo or increase the number of allowable users. The key will normally be supplied as a file '.ldf’ (Upto Update 121) or ...
How can I create multiple Site addresses within a Company?
Go to General>Company Sites and enter the Site Name, Address, etc.
How do I prevent a User from amending a list screen layout?
Go into File>System Configuration>User Security and Options and click on the ‘User Options’ tab. Two options are available: ‘Check’ the ‘List Customizing’ checkbox to prevent the user form adding extra fields to the list ‘Check’ the ‘Save Grid ...
How do I set up desktop views by User?
Desktop Views are user-defined presentations of information taken from Ostendo. They can be Analysis Views, Charts, Pivot Views or KPI’s. Additionally the displayed information can be refreshed at a user-defined frequency to provide up-to-the-minute ...
How do I link a Workflow to a User?
Workflows are user-defined graphical representations of Operational Activities, Training Guides, Installations Guides, KPIs, etc. The Workflow itself can include interaction with Ostendo such that clicking on a Graphical object takes the User ...
How do I define that my Invoices contain a Remittance Slip?
Ostendo provides you with the option to include a Remittance Slip in the Invoice Print. This also applies to Customer Statements. To do this go to File>System Configuration>System Settings and check the ‘Invoice Remittance’ checkbox. Also the ...
How do I create email Text to support emailed documents?
Go into File>Reporting Configuration>Specific Email Text and ‘Add’ a new record. Select the area that is covered by this email. Two extra fields will now contain the specific Text. These are the Header and Main Body of the email. These fields can be ...
How do I create and/or amend Workflows on my desktop?
Workflows are desktop process flows, which you can design and display on the main Ostendo Desktop. You can link any object in the workflow to any Ostendo activity such that clicking on the object will bring forward that Screen, Report, View or ...
How do I use the Search and Filter facilities in Ostendo?
All of the main ‘List’ panels throughout Ostendo have some - or all - of the following to provide a best possible viewing option to suit the end user Displayed fields. The displayed fields are taken from the master record to which the List applies. ...
How can I link to other applications and have them appear in the toolbar?
If you go to File>Custom Menu Links then you can create an unlimited number of records. Each record can be linked to other files or functions in your computer network. Upon creation of the first ‘Link’ record a menu heading called ‘Custom’ will ...
What are Desktop Views?
Desktop Views are user-defined presentations of information taken from Ostendo. They can be Analysis Views, Charts, Pivot Views or KPI’s. Additionally the displayed information can be refreshed at a user-defined frequency to provide up-to-the-minute ...
How do I define the Inventory and Descriptor Costing Methods ?
A further refinement can be defined for specific Inventory Items in the Item Master record (Inventory>Items). These are: - Actual Cost for each Serial Number within an Item - Batch Average Costing for Batch Controlled Items
How do I maintain Employees?
Go into Labour>Employees. In that screen you can enter a unit Cost of the employee. If the Employee is booking time against different Labour Codes then you can also define the cost for that activity by clicking on the ‘Labour Codes’ tab and defining ...
How do I establish Labour Codes and their charge rates?
You should create and maintain Labour Codes by going into Labour>Labour Codes. In that screen you can enter a charge rate. You can also have different Charge Rates for the Labour Code by linking it to a Rate Level. A Customer record contains the Rate ...
How do I establish Buy Prices in Foreign Currency?
You should first establish Foreign Currencies via File>Financial Configuration>Currency Codes. The next step is to identify the Currency Code against the Supplier. Therefore go into Purchasing>Suppliers and ‘check’ the ‘Foreign Currency’ checkbox and ...
How do define how Purchase Orders are numbered?
The settings for Order Number generation is defined against the Purchase Types records. Go into Purchasing>Settings>Purchase Types and you can define if you want Automatic or Manual Order Numbers. If 'Manual' is selected then you are required to type ...
Can I use an Orderpad to generate Order Lines?
Within Ostendo you can create multiple Order Pad ‘Lists’. Each List can be Customer specific or used for all Customers. Within the List you can define multiple Items. Each Item can also be added multiple times to segregate the Items Variants (such as ...
How do I create a Maintenance Service Schedule?
Go into Service>Service Plans and create the Service Plan Schedule. This Plan contains a schedule of Planned Service Events at user-defined time intervals. Whenever a Customer Asset is created the Service Plan is used to create definitive dates when ...
How do I initialise stock quantities?
Opening Stock Balances can only be added to Items that currently exist in Ostendo therefore the first step is to create the Items by keying them into Inventory>Items or Importing using either Ostendo’s Data Importing function (File>Data Importing) or ...
The email recipient is finding that the pdf attachment is being stripped from the email
If the recipient is using Microsoft Outlook then go to File>System Configuration>System Settings and click on the 'Environment Settings' tab. In that screen select 'Outlook' as the Email Client If the recipient is not using Microsoft Outlook then go ...