Customer Survey

We would like to thank those of you who have had the opportunity to participate in our customer survey. Our goal is to provide our clients with exceptional products and customer service.  This survey is just one of the many steps we will be taking to achieve these goals.

If we haven't had an opportunity to connect with you yet, we will be speaking to you shortly. 

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Customer Portal -  a valuable resource for customers on maintenance

If your current on maintenance, then you can benefit from access to the Open System Customer Portal.  This portal will provide you with the following:

ONLINE TRAINING
Online training for TRAVERSE applications, available to you 24 hours a day for your convenience.  

USER TIPS
Provides you with information and instructions to improve your use of Open Systems' products, and to help you discover all the benefits your software provides.  

KNOWLEDGE BASE ACCESS
Our Knowledge Base provides Maintenance subscribers with available functionality enhancements within your existing software and newly discovered issues that help you improve effectiveness as your business grows.  

PROCESS CHECKLISTS
Our technical support team provides documented checklists to lead you step by step through many of the processes you will encounter throughout the year. These lists help you avoid potential pitfalls and help increase your confidence in using your software to the fullest extent. Our Year-End checklists for your base applications are a must-have resource for everyone.  

PRODUCT USER GUIDES
Access the product user guides to help answer your current questions and concerns regarding the features and functionality of our software. These user guides have drill-down capabilities to move to the proper application, function, and field to navigate quickly and easily for the most efficient results. These user guides are also available now in your current software using the F1 key while using TRAVERSE and Shift-F1 key while using.

You can access the Open Systems customer portal from our website www.intermicro.com and click on the support tab.

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TRAVERSE Error 2709  

A recent Microsoft Security update has been found to cause problems with Access 2003 Runtime in certain installations. This error appears to be related to Access Runtime SP3 and MS Security update KB947319.  Should you receive this error 2709 (Global_PIA_OWC11) when entering TRAVERSE give us a call and we can guide you through the steps to correct the error until Microsoft can come out with a ‘hotfix’ for this security update.

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September Ends 3^rd Quarter – TRAVERSE  

During the last week of September, if you are processing your first Payroll in October before the end of September you must date your workstation to be a date within the fourth quarter when you calculate checks.  To change your workstation date “CTRL W” to bring up the workstation calendar and move your date forward to October.   With TRAVERSE SP3 all the time tickets entered MUST be BEFORE the Period End date that you enter when you ’Calculate Checks’. We recommend you change your workstation date to your period end date before you enter time. 

September Ends 3rd Quarter - OSAS  

During the last week of September, if you are processing your first Payroll in October BEFORE the end of September you must first perform Quarter End Maintenance to move your Payroll into the 4th Quarter. You can still post your expenses or your checks to the third quarter when you Calculate Checks and Post Expense to GL, but in order to DATE your checks within October you must perform Quarter End Maintenance first. 

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Setting Budgets for 2010 in OSAS            

As fourth quarter approaches Companies are setting their budgets for the coming year.           

A quick way to enter budget information for each account based upon any previous or current year’s ‘Actual’, ‘Budget’ or ‘Forecast’ can be found in General Ledger, File Maintenance, Copy Accounts Balances.  Select the General Ledger account segment range you want to bring in, then select to copy ‘Actual’, ‘ CY Budget’, ’Last Year figures’, ‘Forecast’ or ‘NY Budget’ amounts to bring into the year, and if you want to add or deduct a percentage amount from these figures.           

Using this feature you can set a budget to increase your sales by 10 percent by selecting only your sales accounts and applying 10% to the actual figures from this year. If you know your costs will increase 11% for the 10% increase in sales, select the COGS accounts only and apply 11% to the actual. Once the figures are entered you can then adjust those individual accounts as necessary.           

Need help with Budgets give us a call and we can assist. 

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ATB’s Period vs Date in TRAVERSE            

When running Aged Trial Balance Reports for Previous Periods it is recommended that you run these reports by ‘Period’ rather than ‘Date’. This will then bring in all invoices that were posted to a particular period regardless of the actual date of the invoice.

More often than not, especially in Accounts Payable an invoice will be entered for it’s actual date so that it will age properly on the Open Invoice Report, but it is an old invoice that will not be posted to a past period. Running the ATB by ‘Date’ will not match the General Ledger Account Number for Accounts Payable because of ‘timing issues’ with the date vs period. Running the ATB using ‘Period’ will match up all invoices to a period regardless of the date of the invoice, allowing you to match your subsidiary file to your General Ledger.           

Purging Open Invoices periodically is recommended. 

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Deleting Inventory Items in TRAVERSE            

Sometimes, even when the Quantity On Hand, Committed, and In-Use are all zero if you try to delete an Inventory Item it will tell you that you can not delete the item because these fields are not zero.    

What is actually happening is that there may be ‘zero quantity buckets’ for this item. These ‘zero quantity buckets’ come about when items are sold from the ‘purchased buckets’ and even though the quantity is zero the actual line is still within the Inventory item. This line with zero quantity must be removed.

To remove all zero quantity buckets perform a ‘Physical Inventory’ setting the quantity to zero and update the Physical Inventory. Once updated all the zero quantity buckets will be removed and you can then call up each Inventory Item individually and simply F3 or select Delete. 

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InterMicro Enhancements

Based on requests from clients, we have created a number of enhancements that may also benefit you.   We will be making a section on our website to support a listing of these enhancements.  Each month we will feature an enhancement in our newsletter as well.  For more enhancements available from InterMicro visit http://www.intermicro.com/products.html. 

Managed Shipping Interface

Are you looking for a better way to manage your shipping process?  This enhancement integrates Traverse Sales Order and your UPS or FedEx shipping system.  Order and ship-to information is passed to your shipping system and tracking numbers and freight costs are passed back to the Sales Order helping you save time and money.

Learn more

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