• Contents
  • Index
  • Search
  • Table of Contents
    • Welcome
    • What's New in 7.7
  • Customer Self Service
    • Accessing your Account
  • Flowchart of Khameleon Processing
    • CRM
    • Order Entry
    • Purchase Orders
    • Order Processing
    • Project Accounting
    • Service Desk
    • Account Payable
    • Accounts Receivable
    • General Ledger
  • Using the Khameleon Main Menu Bar
    • Using the Khameleon Main Menu Bar
    • Using the Khameleon Toolbar
    • Keyboard Mapping
    • Using Hint Text
    • Data Entry Mode vs. Query
    • Using Khameleon Buttons and Tabs
    • Performing Queries with Inquiry Windows
    • Using the List of Values
    • Submitting Reports
  • Accounting
    • Accounts Payable
      • Entering Vouchers
      • Voucher before Receipt
      • Update vouchers
      • Entering Recurring Voucher/Invoices
      • Process Recurring Voucher/ Invoices
      • Process Voucher Reversals
      • Reviewing Outstanding Balances
      • Bank Master Setup
      • Bank Master Setup for ACH Bank Setup
      • Generate 1099 Information
      • Processing 1099s
      • Vendor Invoice XML
      • Processing Vendor Payments
      • Print Checks
      • Voiding Checks
    • Accounts Receivable
      • Generating an Invoice to the Customer
      • Reviewing and Consolidating Invoices
      • Reversing Updated Invoices
      • Printing Statements
      • Dunning Letters
      • Cash Receipts
      • Reverse Cash Receipt
      • Reviewing Open Invoices
    • General Ledger
      • Setting up Reporting and Posting Entities
      • Setting up a New Account Group Range
      • Setting Up New Account Group Roll-ups
      • Subledger Creation and Maintenance
      • Regular Journal Processing
      • Post Other Modules
      • Review Unposted Batches
      • Calendar Codes
      • Closing the Fiscal Year
    • Budgeting
      • Budget Processing
      • Set up a new budget/ forecast
    • Multi-Currency
      • Multi-Currency Setup
      • Define Multi-Currency Exchange Rate Type Entry
      • Define/Set-up Foreign Accounts in General Ledger
      • Multi-Currency Privileges
      • Multi-Currency Rate Setup / Maintenance
      • Multi-Currency Transactions
      • Foreign Exchange Gain / Loss
      • Multi-Currency Reports
      • Revaluation
  • Distribution
    • Order Entry
      • Order Entry for Furniture Dealers
        • Copying a Project from a Model
        • Understanding .Sif File Rules
        • Creating a Customer Quote
        • Entering a Project Order
        • Line Zero Sell Control
        • Print order confirmations
        • Dates found in Order Entry Line Detail
        • Generating and Printing Deposit Invoices
        • Using Automated Processing
        • Order Dashboard
        • Mass Update
        • Open Order Inquiry
        • Copying a Quotation or Order
        • Converting a Quote to an Order using SIF Wizard
        • Approving Orders on Hold
        • Add a Manual Non-Inventory Item to an Order
      • Order Entry For Non-Furniture Dealers
        • Creating a Customer Quote
        • Header – More Canvas
        • Bill / Ship Tab
        • Lines Tab
        • Lines – Using Kit Items
        • Line Detail Tab
        • Line Bill / Ship Tab
      • Order Processing
        • Assigning a Project Job to an Order
        • Shipment Processing
        • Print Picking Tickets
        • Edit shipments
        • Print Packing List
        • Fulfill Internal Services
        • Reviewing Order Status
        • Generating & Printing Shipment based Invoices
        • Invoice Draft
        • Generating & Printing Scheduled Invoices
        • Milestone Changes
        • Building Scheduled Invoice Details Manually
        • Canceling an Order
        • Processing RMA’s
        • Adding Non-Inventory Manual Lines
      • Commissions
        • Setup
        • Commission Basis
        • Processing
        • Commission Payments
      • Project Order Journal Entries
        • Shipment Based Invoicing for Project Orders
        • Time and expense entry notes
        • Direct Bill Milestones
    • Purchase Orders
      • Review Purchase Orders
      • Print Purchase Orders
      • Reprinting a Purchase Order
      • Receiving and Checking Acknowledgements
      • Acknowledgment Terminology
      • Process Warehouse Receipt
      • Update the receiving batch
      • Process Drop Shipment Receipts
      • XML Purchase Order Outputs
      • Printing Electronic Purchase Orders
    • Inventory
      • Maintaining Item Master Records
      • Entering/Viewing Vendor Items
      • Maintaining Kits & Components
      • Creating Inventory Transaction Batches
      • Transferring Inventory from one Location to Another
      • Printing Immediate Transfer Picking Tickets
      • Creating Bin Transaction Batches
      • Entering Cycle Counts
      • Print Count Variances
      • Creating Warranty Codes
      • Establishing Stocking Locations
      • Establishing Replenishment Controls
    • Contract Management
      • Contract Master Records
      • Creating a New Master Contract Record
      • Selecting Recurring Items
      • Creating Recurring Contract Invoices
      • Generating Recurring Contract Revenue
  • Project Accounting
    • Entering Time and Expenses
    • Freezing Time and Expenses
    • Approving Time and Expenses
    • Updating Time and Expenses
    • Closing a Project
    • Re-opening a Project
    • Project Budgeting
    • Clear Cost WIP Process
    • To update Cost WIP
    • Printing Cost WIP Edit List
  • CRM
    • Contacts Management
      • Setting up Company/Locations
      • Setting up an Employee
      • Linking an Employee to a Customer, Vendor or Salesperson
      • Setting up Contacts
      • Setting up an Employee
      • Creating Customers
      • Creating Vendors
      • Adding Locations
      • Updating Vendor Setup to use Electronic PO’s
      • Setting up Vendor Cross Reference Data
      • Setting up Email, Attachment and Report Output Destinations
      • Unlock a workbench user
    • Service Desk
      • Enter an Incident
      • Query an Incident
      • Close an Incident
    • Sales Force CRM
      • Entering Opportunity Company & Contacts
      • Entering Opportunity Details
      • Assigning an Opportunity
      • Entering Opportunity Tasks
      • Forecasting Opportunities
      • Pushing an Opportunity to Order Entry
      • Entering Lost Opportunities
    • Notes Anywhere & Task Notifications
      • Note Codes
      • Creating New Note Codes
      • Defining Work Groups
      • Creating a Task Notification Record
      • Managing Workbench Task Notifications
  • Setup
    • Setting up Users
    • Determining User Type
    • Logging into Portal
    • Customization Controls
    • E-mailing in Khameleon
    • Assigning User Privileges in Khameleon
      • Assigning Roles to a Khameleon User
      • Assigning Privileges to a Khameleon User
      • Project Accounting User Privileges
      • Service Desk User Privileges
      • Purchase Order Privileges
      • Order Entry User Privileges
      • Contacts and Inventory User Privileges
      • Serial/Lot and Budget Item User Privileges
    • Electronic Reports
      • Initial Set Up
      • Company / Contacts / Report Set Up
    • Interfaces
      • Supplier Invoice Interface
      • Accounts Payable Bank Reconciliation
      • AR Cash Receipts Interface
    • BI Reporting and Workbench Administration
      • Oracle Discoverer Viewer
      • Oracle Discoverer Plus
      • Oracle Discoverer Administrator
      • User Security & Privileges
      • Khameleon Workbench Administration
      • Creating a New Parameter Form
      • Portlet Refresh frequency settings
  • Exactor
    • How Exactor and Khameleon Communicate and Work Together
    • Enter the Merchant Account Information
    • Defining Tax Types and Mapping to SKUs
    • Assigning Tax Type Codes to OE Items
    • Assigning Tax Type Codes to AR items
    • Exactor Product Mapping Set Up
    • Enter Exempt Customers in the Exactor Account
    • Enter the Tax Code GL Account
    • Invoices
    • Exactor Country Codes
  • F9
    • F9 Client installation
    • F9 Administration Installation
  • Workstation Configuration & TroubleShooting
    • Khameleon v.7.x System Requirements 10g
    • Unlocking a User Account / Inactivating a User
    • Form Freezing Issue Assistance
  • New keyword