Quick Guide

for PPL’s Turbo Ultimate

Welcome to
PPL’s Turbo Ultimate quick guide

In this document you will learn:

• The basic user interface of Turbo Ultimate
• How to issue a quotation
• How to issue a Sales Order
• How to Issue a Purchase Order
• How to customize reports

• To open Turbo Ultimate, click on the turbo shortcut icon

• Enter the user ID, password and select company PPL(default)
then click Logon.
• Turbo Ultimate main view
• This is a screen shot of the top menu and toolbar.
• There are 9 different modules: Admin, Basic, I/C, Sales,
Shipping, Pur, A/R, A/P, G/L. Each has a pull down menu with
the most detailed breakdowns. If you can’t find a function
elsewhere, look for it here.
• The PrgID enables us to input a document or report code and
jump directly to that function. (e.g. SAE305 for Sales Order)
• Recent Op. keeps track of 10 recent activities by this user, we
can pull down the history and jump to the particular activity
by click on it.
• In the middle of this toolbar displays the current company
name(in case of multi company system), user name and the
current date.
• The rest of the icons are shortcuts for: Internal message, Job
management, Tree Enquiry, Document Search Engine(by
date), Price History Enquiry, Event Alerts, Document Tracking,
User Flow.
• On the left side there are two menus. The tree menu on top
are similar to the top menu bar, click on the + sign can
expand to more details.
• After the tree there are the links to the 9 different modules,
and each module has the most frequently used icons
displayed in flow chart.
• If you cannot find something in these two menu please refer
to the top menu bar
Inside each module all icons are colored. yellow icons need initial
setup before the function can be used, red icons are functions
belong to this module, and purple icons are functions shared with
other modules.
 • Most document forms are similar to this format. The top menu
bar, middle input area, and bottom grid tables, as well as
Enquiry.

How to issue a customer

quotation
• To issue a Customer Quotation click the top menu bar Sales->
Quotation/Order -> Customer Quotation
• Or click the left menu Sales Management, then the red icon
Customer Quotation

• Most of the document has the same top menu bar with icons:
– new, search, edit, save, delete, preview, send (via
internal message, email) …
– First record, previous record, next record, last record,
refresh, copy, approve, unapproved, void, attachment,
utility, cancel (back to view mode), close.
• When search for a record, you can filter by different keyword,
e.g. Prefix, document No, customer code, salesman, approved
status, display total number of records.
• Search pattern can be saved on the right side and can be
recalled for future use (per user per computer).

• Like most documents when creating a new customer

quotation, you need to first select Prefix letters from the drop
down, it can be atomically generated or manually input
 depends on the document nature setup.
• Next select a customer code, change the document date or
quotation date if necessary. The Revision field are free form
typing
• Next fill in the detail info, you can switch between invoice
address and ship to address by click on customer button.

• HeadNote are free form notes printed right before the item
name/code in the quotation print layout
• Remark are printed at the bottom of document
• memo are for system internal use only, it doesn’t print
• HeadNote, Remark and Memo can all be pre-stored and called
out by clicking on the magnify glass
• Most clickable button will have a shortcut key displayed when
move the curser on top

• Browse is a index listing when searching for records. You can

switch back and forth between browse and record details
 • Document date, customer code and payment code must be
entered before the quotation can be saved
• preview and print are not available unless the document is
saved.

How to issue a Sales Order

• To issue a sales order click the top menu bar Sales->

Quotation/Order -> Sales Order
• Or click the left menu Sales Management, then the red icon
Sales Order
• SO = Sales Order
• PWK= Performa invoice
• ZWK= over sea
• SWK=sample issued

First select a prefix from the drop down arrow

• Select customer code from the drop down field, and
customer’s address will appear automatically
• Type in customer’s order No. (reference number) if any
• Job No. are for accounting purpose, no need to enter
• Select currency (CCY), Contact person (Salesman), Payment
Code, type in Price terms
• If there is a previous document related, in this case the
Customer Quotation, click on Copy From Document, and select
the quotation information and copy to the Sales Order
• Always use the Copy From Document function whenever
possible

• Select Item Code by clicking on the column

• Seq. No will be auto generated, and items printed in the SO
will be in the Seq. No order
• Enter necessary information by Tab down the grid, e.g. SO
quality, unit price, goods amount (dollar value), UOM, print
photo, etc.
• You can move the grid title by click and drag, edit the grid
option by clicking on the table icon next to the “-”sign on the
bottom left.
• Below the grid option, there are icons for amount info,
shipping schedule and available Enquiry options.

• Enter shipping Mark if customer request.

• No need to type handled by in new turbo anymore,
instead click salesman and select your name (see next
screen).
• Select HeadNote and Remark accordingly, for your
convenience select Local or Oversea for a quick list required
for remark.
• Click save to finish the SO process.
How to issue a Purchase Order
• To issue a purchase order click the top menu bar Pur->
Purchase Management -> Purchase Order
• Or click the left menu Purchase Management, then the red
icon purchase Order

• PRWK = Claim Note

• WK =purchase Order

First select a prefix from drop down arrow

• Select vendor code from drop down, and vendor’s address will
appear automatically
• Select Doc Date and PO date (if you don’t wish to auto
generate)
• Select currency (CCY), Payment Code, Price Terms, etc.
• If there is a previous document related, in this case SO, we
can skip this PO screen and use the SO generate PO batch
processing instead.
• SO generate PO is only available if the item has a
preferred vendor, and also the PO document number is
auto generated.
• If you use the SO generate PO function instead of opening a
new PO, add all the SO and items you need. Choose the
purchase type and generate prefix.
• Press start now to generate PO.

• Select Item Code by clicking on the Item Code column

• Seq. No will be auto generated, and items printed in the PO
will be in the Seq. No order
• Enter necessary information by Tab down the grid, e.g. PO
quality, unit price, goods amount (dollar value), UOM, print
photo, etc.
• You can move the grid title by click and drag, edit the grid
option by clicking the table icon next to the “-”sign on the
bottom left.
• Below the grid option, there are icons for amount info,
shipping schedule and available Enquiry options.
• Enter shipping Mark if vendor request.
• Select HeadNote and Remark accordingly
• Click save to finish the PO process.
How to customize reports
Here is a comparison list with Turbo I
report name and Turbo II report code for
your easy reference:

ORDER
• SALES ORDER LIST SAR311
• INDENT ORDER LIST SAR909
• SO OUTSTANDING REPORT SAR908
• SO SHIPMENT SCHEDULE REPORT SAR904
• SO PACKING INFORMATION REPORT SAR311
• PURCHASE ORDER LIST PUR317
• PO OUTSTANDING REPORT PUR908
• PO SHIPMENT SCHEDULE REPORT PUR903

INVENTORY
• WAREHOUSE TRANSFER NOTE ICR707
• STOCK ADJUSTMENT NOTE ICR705
• WAREHOUSE LIST SYR919
• CATEGORY LIST ICR805
• BRAND LIST ICR807
• UNIT MEASUREMENT LIST ICR801
• STOCK INFORMATION LIST ICR813
• STOCK PURCHASE PRICING LIST ICR815
• STOCK SELLING PRICING LIST ICR817
• STOCK ITEM GROUP LIST ICR819
• STOCK DETAIL LIST ICR813
• STOCK TRANSACTION LIST ICR903
• STOCK QUATITY BALANCE LIST ICR901
• STOCK COST VALUE REPORT ICR821
• STOCK AGING REPORT ICR943
• STOCK SLOW/FAST MOVEMENT REPORT ICR941
• WAREHOUSE TRANSFER NOTE LIST ICR829
 • RE-ORDER LEVEL STOCK REPORT ICR913

A/P
• VENDOR ACCOUNT LIST PUR103
• VENDOR GROUP LIST PUR111
• VENDOR MAILING LABEL PUR105
• VENDOR TRANSACTION LIST APR911
• GOOD RECEIVE NOTE LIST PUR407
• GOOD RECEIVE NOTE OUTSTANDING REP PUR920
• VENDOR /DB/CR LIST APR901=VENDOR DEPOSIT
/PURCHASE INVOICE DETAIL LISTNOTE
DETAIL LIST
APR903, VENDOR CREDIT NOTE DETAIL LIST
APR905 OTHER ACCOUNTS PAYABLE DETAIL LIST
APR907 VENDOR OTHER CREDIT NOTE DETAIL
LIST
• VENDOR AGING BALANCE APR917 (analyis=detail) and
APR918(summary)
• CASH REQUIREMENT REPORT APR927
• VENDOR OUTSTANDING REPORT APR919 (analysis=detail)
and APR920(summary)
• VENDOR GRN RECEIVED INVOICE HISTORY PUR920
• VENDOR DOC. SETTLEMENT HISTORY REP APR929
• VENDOR DETAILS LIST PUR103

A/R
• SALES CREDIT NOTE SAR403
• CUSTOMER MONTHLY STATEMENTARR713
• AREA CODE LIST SYR929
• CUSTOMER ACCOUNT LIST SAR103
• CUSTOMER GROUP LIST SAR111
• CUSTOMER MAILING LABEL SAR105
• CUSTOMER TRANSACTION LIST ARR911
• DELIVERY NOTE LIST SAR405
• DELIVERY NOTE OUTSTANDING REPORT SAR922
• CUSTOMER INVOICE /DB/CR LIST
ARR901 VENDOR DEPOSIT /PUR INVOICE DETAIL
LIST
 ARR903 VENDOR CREDIT NOTE DETAIL LIST
ARR905 OTHER ACCOUNTS PAYABLE DETAIL LIST
ARR907 OTHER CREDIT NOTE DETAIL LIST
• PACKING LIST REPORT EXR407
• CUSTOMER AGING BALANCE ARR917 (analysis detail) and
ARR918(summary)
• CASH PROJECTION REPORT ARR937 (analysis detail) and
ARR918(summary)
• CUSTOMER OUTSTANDING REPORT ARR919 (analysis detail)
and ARR920(summary)
• CUSTOMER D/N BILL INVOICE HISTORY SAR922
• CUSTOMER DOC. SETTLEMENT HISTORY REP ARR939
• CUSTOMER DETAILS LIST SAR103

each module’s top right hand corner has one printer icon (reports)
and several document icon with a magnify glass (enquiry). Click to
see a list of reports or specific enquiry.

To open a Customer SO Delivery Status Report, type in Report Code

in Prg ID SAR902 and hit enter or,
click on the printer icon (reports)-> Sales management Module ->
SAR902 Customer SO Delivery Status Report
• There are 4 labels on top of the report search: Basic, Font,
Column, Save Template.
• In the Basic page, When search for a report, you can filter by
different keyword, e.g. Prefix, document No, customer code,
salesman, approved status, display total number of records.
• Search pattern can be saved on the right side and can be
recalled for future use (per user and per computer).
 • In the Font page, we can change the layout of the report,
choose to print date, Page #, company name, report title,
header, report filter, and the font/size of different sessions of
the report.

In the Column page, you can edit the title of report, move up and
down the column and edit the column name, change the width and
layout of column, change the print layout, margins, display integer
or dismal, select column to be grouped and show graphic charts,
etc.

Report column terminology

• Group- group the same information together (i.e. group all
items with same date)
• Suppress- check this box to suppress the 2nd line of repeated
information (items with same date will only show once)
• Show- enable this column to print
• Title- show the column title (i.e. SO Date)
• Break-Check the break will make this column to be in the
same column of the previous. i.e. check item name, Item Code
(the column before item name) will show together with item
name in one column top down.
• Subtotal (per Group) and Total will add up the numbers at the
last line of the group/report.
• BI Enquiry- opens a new window and interactive version of the
report in which you can drill down into (i.e. Sales Order,
Inventory Setup, Customer Setup)
• Generate group one chart on footer-Only the group marked as
group1 will display a chart in Pie/Bar/Doughnut style
• Export- enable the report to export to
application/file/email/ftp, in Adobe Acrobat (PDF), MS
word(RTF), Excel (XLS), HTML 4.0, Text (TXT), XML, Crystal
Reports (RPT) formats.
• Once finished with the report layout design, we can save the
setting by clicking the save template label.
• please don’t overwrite the default template, always save
under new code.
• The template is saved on server, so everyone can access once
saved.