What Is a Computer Consultant?

By Larry Teren

What Is a Computer Consultant?

A computer consultant is someone who advises a client on their computer system for the best way to get the most out of the software. A consultant at times has to be a business analyst. A consultant is told of a request or problem. He (or she) is then obliged to come up with one or more solutions and offer them to the client. The client may or may not accept the solutions. But, from the advice given by the consultant, the client is better informed so that they can either accept a solution or devise their own.

A good consultant should be one who can then follow through and enact the solution. Advice is cheap. A client doesn’t need to just get advice. It may be that the consultant is capable of solving the problem or following through on a new request. Sometimes the consultant will not be able to roll up the sleeves and do the work but will know how to communicate the need to someone else who can. This is important as well.

Our expertise is such that when it comes to accounting systems, we understand the situation and are more often able to provide a solution. If something is broke, we fix it. If the client wants to understand how an inventory item posted a certain cost to the general ledger, we are usually able to do the forensics and figure out what took place. We understand how to do the research.

If a customer asks how they can export information in a different way into Microsoft Excel or extract selected data based on special selection criteria, we know how to get the results that is wanted.

If a customer needs to have one software product interact with another, we know how to cut through the red tape and get the answers that will tell if it can be done or not.

In short, the computer consultant facilitates the efficient usage of a computer system.

You are looking for someone who understands your business and will help you navigate your needs. It’s your money and business on the line. Give us a call at (773)502-5771 to get you on the right track.

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Accessing OSAS Data in Excel

By Larry Teren

1. Go to Microsoft Excel. (The screen shots used here are from Microsoft Excel 2010)

2. Click the DATA tab and the FROM OTHER SOURCES. Slide down to FROM MICROSOFT QUERY and click (See screenshot below). Continue reading “Accessing OSAS Data in Excel”

ODBC Setup in Control Panel for Open Systems Accounting Software (OSAS)

By Larry Teren

1. Click on access to Control Panel link.

On Windows XP, click Administrative Tools Link Continue reading “ODBC Setup in Control Panel for Open Systems Accounting Software (OSAS)”

How to use SQL Query Feature in Enterprise Manager

By Larry Teren
Do the following in order to generate an sql query that you can paste into Microsoft Excel:

Log into Enterprise Manager and establish a properly configured database. Click on the TABLES tab, highlight a table name and double-click on it. In our example below, we have chosen ARCU, the customer master file. Note that it indicates there are 13 rows or customer master records in the table (or file). Continue reading “How to use SQL Query Feature in Enterprise Manager”

Enterprise Manager is versatile OSAS to Microsoft Excel link

By Larry Teren

If you feel at home using Microsoft Excel and want your business accounting software to integrate with it, consider the Enterprise Manager your friend. Basis’ Enterprise Manager has been a welcome utility for Open Systems Accounting Software (OSAS) users since its inception a few years ago. The Enterprise Manager is included for free ever since the bbj version (java enhanced business basic) was adopted for OSAS. Continue reading “Enterprise Manager is versatile OSAS to Microsoft Excel link”

Is OSAS, Open Systems Accounting Software, Good Business Software?

By Larry Teren

Is Open Systems Accounting Software a smart purchase? It is a legitimate and fair question. The answer is that it is a good fit for many but may not be appropriate for others. We shall explain: Continue reading “Is OSAS, Open Systems Accounting Software, Good Business Software?”

How to Apply credit memo and deposits to invoices in Open Systems Accounting Software

By Larry Teren

Whether you review an AR Aged Trial Balance or your customer reviews the printed statement you sent them, it makes sense to make sure that payments and credit memos are applied appropriately to invoices. Why? You want the invoices to be aged properly.

Notice in the example below that there are three payment records that do not match an invoice number. We can use the SPLIT/REAPPLY feature in the HOLD/RELEASES routine to reassign part of any of these three payments to any of the invoices. Continue reading “How to Apply credit memo and deposits to invoices in Open Systems Accounting Software”

How to Close out older Purchase Order in OSAS

By Larry Teren

Open System Accounting System (OSAS) Purchase Order module handles the purging of open orders differently than the Sales Order module.

In the Sales Order module, a line item in an open order that is verified and invoiced gets erased once it is posted. In other words, if a five line item order has three lines invoiced and the other two back-ordered, once posted only the remaining two are left in the order. If the entire order is invoiced and then posted, the order disappears out of the open order file. Continue reading “How to Close out older Purchase Order in OSAS”

How OSAS Calculates Average Cost

By Larry Teren

Open Systems Accounting Software (OSAS) calculates average cost in the following formula:
(previous on-hand x previous average cost) + (new quantity x unit cost)
divided by total new quantity Continue reading “How OSAS Calculates Average Cost”