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by nwsppca1_phpBB3
Wed May 27, 2015 12:16 pm
Forum: Invoices
Topic: Quotes
Replies: 0
Views: 30413

Quotes

Quotes allow you to provide your customers with costs involved in a proposed movement of OCTG or equipment. To create a new quote, click on the 'quote' button in the Owners section of the main menu, then select either 'New (Reg)' if you would like to make a quote for a movement of non-tubular invent...
by nwsppca1_phpBB3
Wed May 27, 2015 12:15 pm
Forum: Invoices
Topic: Invoices
Replies: 0
Views: 24944

Invoices

Invoices are used to tie charges to in and outbound movements for the purposes of billing owners and other customers. To create a new invoice select 'Invoices' from the main menu , then click 'New' on the resulting list screen (shown below) invlist.png Alternately you may click on 'new invoice' from...
by nwsppca1_phpBB3
Wed May 27, 2015 12:13 pm
Forum: Tallies
Topic: Transfer Rack and Stockcard to New Owner
Replies: 0
Views: 25474

Transfer Rack and Stockcard to New Owner

The following will walk you through the steps necessary to change ownership of the entire inventory of a rack along with the rack itself. If the new owner of this stock is not already an owner in your Tallys! system, prior to continuing please go into the Owner module and create a new record for the...
by nwsppca1_phpBB3
Wed May 27, 2015 12:09 pm
Forum: Tallies
Topic: Change Rack Pipe Definitions with Joints on the Rack
Replies: 4
Views: 39799

Change Rack Pipe Definitions with Joints on the Rack

The following will walk you through the steps necessary to change pipe definitions for the entire inventory on a rack along with the rack itself. If the new pipe definitions for this stock do not already exist in your Tallys! system, prior to continuing please go into the Pipe Definitions module and...
by nwsppca1_phpBB3
Wed May 27, 2015 12:03 pm
Forum: Tallies
Topic: Misc Transfer Tally
Replies: 0
Views: 25510

Misc Transfer Tally

A Misc Transfer Tally is identical to the Transfer Tally with the exception that a Misc Tally Out is used instead of a Tally Out. A misc. out allows you to break the FILO rule (first in last off) and remove joints from any tier or position on the rack. miscTransferTally.png A Misc Transfer Tally mus...
by nwsppca1_phpBB3
Wed May 27, 2015 12:02 pm
Forum: Tallies
Topic: Transfer pipe to a different rack, stockcard, or owner
Replies: 0
Views: 25352

Transfer pipe to a different rack, stockcard, or owner

A transfer tally links a tally out with a tally in, allowing you to quickly and accurately move pipe to a new rack or owner. This process is also very helpful when making a correction to a pipe definition. 1. On the Tallys main screen, click the 'Transfer' button to begin. A transfer tally is simply...
by nwsppca1_phpBB3
Wed May 27, 2015 12:01 pm
Forum: Tallies
Topic: Miscellaneous Tally OUT
Replies: 0
Views: 25710

Miscellaneous Tally OUT

A Misc. Tally Out is identical to a Tally Out except that a misc. out allows you to break the FILO rule (first in last off) and remove joints from any tier or position on the rack. To select specific joints click on the 'Pick joints' tab at the top right corner of the window (shown below). MISCOut.p...
by nwsppca1_phpBB3
Wed May 27, 2015 12:00 pm
Forum: Tallies
Topic: Tally OUT
Replies: 0
Views: 25066

Tally OUT

A Tally OUT is used to move pipe off of a rack and typically out of your yard. The Tally OUT screen is shown below. TallyOUT.png The first thing to do when making a new Tally OUT is to enter the Ship From Owner and then Rack. Selecting a rack first will prompt Tallys to auto-populate your tally with...
by nwsppca1_phpBB3
Wed May 27, 2015 11:58 am
Forum: Tallies
Topic: Tally IN
Replies: 0
Views: 25220

Tally IN

This is the process for receiving new pipe. Tally IN is an entry and archive file, which can recall old Tallies even after the pipe has subsequently left the yard as part of another outgoing Tally. When you POST a Tally IN, new Joints are then automatically added to the Rack and Tier positions. The ...
by nwsppca1_phpBB3
Wed May 27, 2015 11:35 am
Forum: Equipment
Topic: Equipment Table Field Lengths
Replies: 0
Views: 30550

Equipment Table Field Lengths

The following will provide you with the names and sizes restrictions of the fields in the Equipment table. Description: alpha-numeric field, length 40. Our Part No.: alpha-numeric field, length 10. Owner Part No.: alpha-numeric field, length 10. Alternate No.: alpha-numeric field, length 12. Note: t...

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