Cleanup Tasks
· 6 min read
Missing "Related Topics" Links
Many of the links in the related topics sections aren't connected yet - that's an ongoing task. The ones below reference documents that either don't exist or have been updated or renamed.
| Documentation | Missing Link | Task |
|---|---|---|
| agency-express-job-queue-setup | Agency Express Item Validate and Reservation Revisions | Find or Delete |
| agency-express-managing-web-orders | Agency Express Item Validate and Reservation Revisions | Find or Delete |
| agency-express-managing-web-orders | Allocated Agency Orders – Update Web Allocation Status | Find or Delete |
| agency-groups-and-qualifiers | Agency Express Item Validate and Reservation | Find or Delete |
| agency-order-overview | Agency Clear Backorders | Find or Delete |
| agency-pallets | Inventory Setup | Find or Delete |
| agency-questionnaires | Agency Questionnaires and Agency Express 3 | Find or Delete |
| donation-order-archiving | Donation Credit Memo Overview | Find or Delete |
| donor-change-on-posted-donation-order | Donation Credit Memos | Find or Delete |
| fund-overview | Grant Receiving and Reporting | Find or Delete |
| reason-codes-mandatory-overview | Physical Inventory Counts and Inventory Journals | Exists in C4 |
| reason-codes-mandatory-overview | Physical Inventory Counts and Whse Inv Journals | Exists in C4 |
| year-end-checklist | Physical Inventory Counts and Inventory Journals | Find or Delete |
| year-end-checklist | Physical Inventory Counts and Whse Inv Journals | Find or Delete |
| bin-overview | Leased Warehouse Overview | Find or Delete |
| inventory-short-handling | Item Journals | Which one(s)? |
| item-journal-adjusting-quantities | Physical Inventory Counts and Inventory Journal | Exists in C4 |
| item-journal-repack-and-item-reclass | Physical Inventory Counts and Inventory Journal | Exists in C4 |
| item-journal-suggest-lots | Physical Inventory Counts and Inventory Journal | Exists in C4 |
| item-reclass-journal-overview | Physical Inventory Counts and Inventory Journal | Exists in C4 |
| location-overview | Branch Overview | Find or Delete |
| mealconnect-integration-user-guide-and-error-handling | MealConnect Setup and Admin Materials | Find or Delete |
| warehouse-activity-plan-and-default-bin-picking | Physical Inventory Counts and Inventory Journal | Exists in C4 |
| warehouse-adcs-barcode-processing | Physical Inventory Counts and Inventory Journals | Exists in C4 |
| warehouse-adcs-barcode-processing | Physical Inventory Counts and Whse Inv Journals | Exists in C4 |
| zone-overview | Leased Warehouse Overview | Find or Delete |
| quick-access-guide | Ceres Profile Configuration | Find or Delete |
| parent-vendor-overview | Branch Overview | Find or Delete |
| purchase-requisition-worksheet | Item Journal Overview | Which one(s)? |
| vendor-overview | Roadnet Overview | Find or Delete |
Old image linking format
At some point in 2021 I changed the way images were linked. The earlier way is harder to read, and doesn't actually show the image if you're viewing the documentation directly in GitHub. This will need to be fixed in tandem with the Ceres 6 image updates, because the old method doesn't correctly find versioned images, e.g., it displays version 6 images for the verion 5 documentation.
Old: <img alt="Navigating to Agencies & Receivable Setup" src={useBaseUrl('img/agency-compliance/image2.png')} />
New: 
In VSCode, a list of ones to be fixed can be generated by searching all files for src={useBaseUrl
New image link format required
- donation-order-overview
- account-schedules-overview
- bank-reconciliations
- cost-allocations
- gl-dimensions-and-dimension-values
- grants-overview
- year-end-closing-fiscal-year
- bin-overview
- item-charges-overview
- item-overview
- location-overview
- warehouse-activity-plan-WAP
- zone-overview
- user-setup-overview
- purchase-invoice-overview
Additional TODOs
- Consider extracting stylesheet information from the Purpose section
- Consider adding Image Zoom Plugin
- Local Search dependency is temporarily different -- original maintainer has vanished. Keep tabs on this if local search breaks.
- Construct some higher level walkthroughs, that reference individual help files, e.g., Invoicing and Paying Vendors.
- Item Data Management appears to be missing for Ceres 5
Ceres 6 Documentation that needs screenshots
Some Ceres 6 documentation was not updated by Wye with new screenshots. The list of documents that need updated screenshots for Ceres 6 is below:
- Agency Express Orders Lost Product Checklist
- Document Sending Profile
- Parent Agency Overview
- Quantity Available Performance Analyzer
- Donation Order Overview
- Donor Overview (last screenshot)
- Donor Preferred Pickup Days and Hours (last screenshot)
- Food Drive Overview (one error message)
- Parent Donor Overview
- Top Donor Report
- Accounts Payable ACH Processing
- Bank Reconciliations
- Chart of Accounts Overview (last screenshot)
- Cost Allocations
- Creating and Opening Accounting Periods
- Fixed Assets Setup
- General Journal Overview
- G/L Dimension Reporting
- GL Dimensions and Dimension Values
- GL Self Balancing Overview
- Grants Overview
- Processing 1099s
- Reason Codes Mandatory Overview
- Voiding an AP Check
- Year End - Closing Fiscal Year
- Allocated Agency Orders Overview
- Full Pallet Order Handling
- Inventory Analysis Report
- Inventory Lot Costing and Pricing
- Inventory Movement Worksheet Templates
- Item Charges Overview
- (NOTE: The following three could be combined into an Item Journal doc...)
- Item Journal - Adjusting Quantities
- Item Journal - Repack and Reclass
- Item Journal - Suggest Lots
- Item Overview
- Item Reclass Journal Overview
- Kitting Overview
- Location Overview
- Meal Connect Implementation Guide
- Meal Connect Integration User Guide and Error Handling
- Meal Connect Setup Guide
- Order Staging
- Pre-Orders and Standing Orders
- Roadnet Agency Order Exports
- Roadnet Donation Pickup Exports
- Roadnet Transfer Order Exports
- Transfer Order Overview
- UNC Coding and Relation to FA Reporting
- Voxware Overview and Integration
- Warehouse Activity Plan - WAP
- Warehouse Activity Plan and Default Bin Picking
- Warehouse ADCS Barcode Processing
- Warehouse Pallets and Lots
- Warehouse Put-Away Overview
- Warehouse Receipting
- Zone Overview
- Mass Emails (probably needs addional update with EoL for SMTP)
- My Jet Reports
- NY HPNAP Reporting
- Order Handling Groups and Order Routing Groups
- Quick Access Guide (needs refresh for Ceres 6)
- Receipts and Distribution Report with XML Export
- Remote Application 2.0 Web Access Login Procedure
- Standard Text Codes
- Supplemental Addresses
- User Setup Overview
- Document Management Record Links (needs refresh for Ceres 6)
- Item Purchase Replenishment (review. Not sure this is functional)
- Parent Vendor Overview
- Processing AP Checks
- Purchase Credit Memo Overview
- Purchase Invoice Overview
- Purchase Order Overview
- Purchase Orders and Invoices with Grants
- Purchase Requisition Worksheet
- Purchase Return Order Overview
- Vendor Item Cross References and Prices
- Vendor Order Addresses
- Vendor Overview
- Vendor Purchases via Credit Card
Other missing topics
This stuff has no documentation at all:
- Adding memo lines to Agency Invoices (Modify Statement/Report Comment)