Infor Visual ERP Delivery Partner


Infor Services Partner


The Value of #4 in Visual ERP!

I’m a numbers addict, I can’t help myself.  I count railway cars while at a railway crossing, I like seeing times like 11:11 and 4:44 appear, and when I look at a financial statement, I look for trends and how numbers relate.

Recently, I noticed a common number within Visual ERP while giving pop quizzes during our courses.  The number 4 kept coming up!

I decided to create a list for you of how the number 4 relates to Visual ERP.  You might even want to test yourself by guessing the 4 ways for each below.

Did you know there are 4 different ways to generate a payment in Visual ERP?

  1. Pay 1 voucher from AP invoice entry.
  2. Pay multiple vouchers from Payment Scheduling.
  3. Create a big cheque/check run.
  4. Create a manual payment in Payment Entry. You don’t even have to have a voucher to pay but you can if you would like.

Next, can you guess the 4 different ways to generate an Accounts Receivable Invoice?

  1. Invoice Forms based on shipments.
  2. Progress Billing.
  3. Prepayment Invoice in AR Invoice Entry linking back to the customer order.
  4. Manual invoice that is not associated with a customer order.

If you run Visual’s project version, you get an extra 1: Project Billing.

How about customer order line type? It’s 4 again.

  1. A part.
  2. A work order.
  3. A service charge.
  4. None of those items, but you are allowed to create a free form line.

You can even combine some of these – Parts with a work order –  Or No part and a work order.  So you could argue that you get 6.

Wow, now this is getting interesting.  The different ways to issue materials to work orders.

  1. Issue in the main Inventory Transaction Entry window.
  2. Or issue by exception in Inventory Transaction Entry. This will allow you to do the entire work order at one time.  You can even use it to return parts.
  3. Auto-issue or backflush the materials.
  4. Create a Purchase Order linked to the Work Order. The part gets automatically issued when the PO is received.

The number of different types of General Journal Entries.  You guessed it, 4.

  1. Standard General Journal Entry.
  2. Import a General Journal.
  3. Recurring Entries.
  4. Allocation Entries.

You could argue that the General Journal Entry screen can create transposed and reversing entries and Recurring Entries have options of standard, manual or reversing entries.  But that would ruin my #4 trend!

How about the 4 different ways to create inventory adjustments?

  1. Make an adjustment in the Inventory Transaction Entry screen.
  2. Or transfer between inventory locations.
  3. Or let Visual create the adjustment as part of the Physical count module.
  4. Or set up Interbranch transfers (IBT) which will create the adjustments as the parts move from IBT shipper to IBT receiver.

What about Purchase Order lines?  Can you guess the 4?

  1. Purchase a part.
  2. Purchase an outside service linked to a work order.
  3. Purchase part or non-part ID linked to a work order.
  4. Purchase an expense item.

One last one – The 4 different cost buckets.

I don’t know about you but I find this incredible, enlightening and maybe even downright amazing.  So next time you are in a Visual screen, see if you can count the ways.  Will it be 4?

Kim Worrall is a CPA, CA and a numbers addict.  She has a Bachelor of Mathematics from University of Waterloo.  On a side note, she is 1 of 4 girls and used to live on 4 Market Street.  Hmmm.