Common Questions

Question 1

How do users connect to Oneir in the cloud?

Accepted Answer

Users connect securely through a terminal connection to the Oneir cloud server. Your team will receive the required connection details and recommended settings to ensure a stable experience.

Question 2

Can Oneir run in a virtual machine (VM)?

Accepted Answer

Yes. Oneir supports common virtual environments including VMware options used by many clients.

Question 3

How do I enter my Telnet98 license key?

Accepted Answer

In Telnet98, go to Options → License and enter your key. Copy/paste is recommended to avoid typing errors.

Question 4

What server setup does Oneir require at Head Office?

Accepted Answer

Head Office requires a Oneir server running Linux. Many clients install Oneir inside a VMware virtual machine on an existing underutilized server.

Question 5

Can Oneir run inside VMware?

Accepted Answer

Yes. Oneir can run inside VMware Server on a Windows Server or Linux host. The Oneir virtual machine is isolated from other VMs and the host, improving stability.

Question 6

How many virtual machines are recommended?

Accepted Answer

Oneir recommends no more than two installations on the host: Oneir Linux and one Microsoft Windows VM (if required).

Question 7

What are the minimum hardware requirements?

Accepted Answer

Memory: 512 MB minimum; 4 GB recommended. Hard drive: ~20 GB for the Oneir VM. (Additional resources may be required depending on other VMs.)

Question 8

What operating systems are supported for the VMware host?

Accepted Answer

Supported: Windows Server 2003 (server editions only) and Linux hosts. Desktop OS versions are not recommended.

Question 9

Can CentOS be used as a host operating system?

Accepted Answer

Yes. CentOS is compatible with Red Hat Enterprise Linux and has been used successfully by Oneir customers.

Question 10

Is a static IP address required?

Accepted Answer

A static external IP is recommended. A dynamic IP can be used with dynamic DNS for single-location setups if properly protected behind a router/firewall.

Question 11

Why is a baseline utilization test required?

Accepted Answer

It confirms the host server has enough available resources and is not heavily utilized during business hours before VMware is installed.

Question 12

How does VMware protect the Oneir server?

Accepted Answer

VMware isolates the Oneir VM from the host OS and other virtual machines. If one VM crashes, others remain unaffected. VM files are also easier to back up and migrate.

Question 13

What printers are required to print forms with logos?

Accepted Answer

To print forms that include logos, your printer must support PostScript. For plain reports, printers should support PCL6. POS receipt printing requires an ESC/POS compatible receipt printer.

Question 14

Why do print jobs sometimes get stuck?

Accepted Answer

Many printers enter sleep/power-saving mode and may not reliably wake when a job is sent. Adjust sleep settings or wake the printer before printing.

Question 15

What is WatchFolder?

Accepted Answer

WatchFolder automatically opens Oneir reports/forms in your PDF viewer when you print to "Display PDF on screen."

Question 16

How do I share a printer for use with Oneir?

Accepted Answer

Printers must be properly shared on the network and accessible from the workstation running Oneir. Ensure the shared printer name matches the configuration in printing setup.

Question 17

Does Oneir support Electronic Funds Transfer (EFT) payments to vendors?

Accepted Answer

Yes. Oneir supports EFT payments to vendors, reducing the need for printed cheques.

Question 18

What are the benefits of EFT instead of cheques?

Accepted Answer

EFT reduces lost cheques, printing/mailing costs, clerical errors, and improves vendor satisfaction. It can also simplify reconciliation.

Question 19

Which banks are supported for EFT?

Accepted Answer

TD, RBC, Scotiabank, BMO, CIBC, National Bank. Royal Bank also supports U.S. funds format.

Question 20

What information is required to set up EFT?

Accepted Answer

A void cheque (bank/transit/account numbers) and your client number / Originator ID provided by your bank.

Question 21

Can Oneir generate EFT remittance notices?

Accepted Answer

Yes. Remittance notices can include invoice references, amounts paid, and payment confirmation details.

Question 22

Does Oneir support multiple currencies?

Accepted Answer

Yes. Oneir supports up to 18 foreign currencies for Purchasing and Accounts Payable, with exchange rate conversion to domestic currency.

Question 23

How do I activate additional currencies?

Accepted Answer

Log in with a Level 9 password → Initialization → Update Exchange Rates → enter currency code and rate → save. Then use the currency code on the Vendor or Purchase Order.

Question 24

Can Oneir automatically generate Purchase Orders?

Accepted Answer

Yes. Oneir can generate POs automatically based on stock levels and minimum quantities.

Question 25

What is the Purchase Order Guide feature?

Accepted Answer

The PO Guide suggests purchase orders based on past sales activity over a defined time period. You remain in full control of quantities.

Question 26

Does Oneir support container receiving and landed cost calculations?

Accepted Answer

Yes. Container Receiving supports multiple POs per container, multiple currencies, and distributes freight/duty/handling costs (landed cost) by weight percentage.

Question 27

Can Purchase Orders be created in foreign currencies?

Accepted Answer

Yes. POs should be created in the vendor's invoicing currency so conversion and landed costs work correctly.

Question 28

Does Oneir support Bills of Materials (BOM)?

Accepted Answer

Yes. Oneir supports a full BOM system including multi-phase production, standard costing, FIFO costing, sub-assemblies, and labour/setup costs.

Question 29

Can Oneir support product bundling or promotions?

Accepted Answer

Yes. Oneir supports Mix & Match pricing, Tag Along promotions, and Kitting.

Question 30

What is Interdivisional Stock Transfer?

Accepted Answer

It allows one division to request stock from another, tracks inventory "In Transit," and transfers inventory value through the General Ledger.

Question 31

Can stock transfers exceed quantity on hand?

Accepted Answer

Yes. The newer transfer module supports transfers exceeding current on-hand quantities (negative inventory position), unlike the older method.

Question 32

How are transfers tracked in the General Ledger?

Accepted Answer

Inventory value moves through an Inventory Transfer Account while in transit, and transfers into receiving inventory upon receipt.

Question 33

How do I import year-end stock count quantities from a portable scanner?

Accepted Answer

Inventory Management Menu → Stocktaking Menu → Upload portable data collector quantities → select pn_qtyho.tab → apply quantities to the correct division.

Question 34

What if pn_qtyho.tab does not appear?

Accepted Answer

Confirm the file downloaded successfully and is located in the correct company data folder. If not, contact support.

Question 35

When should I use this feature?

Accepted Answer

Year-end stock counts, full physical counts, and periodic warehouse audits.

Question 36

Can Oneir email statements with invoice copies?

Accepted Answer

Yes. Balance Forward statements can include PDF copies of invoices and credit notes in a single attachment per customer.

Question 37

How do I enable statements with invoice copies?

Accepted Answer

This is controlled by the customer's statement setting (certain options enable invoice copies).

Question 38

Why didn't invoice copies attach to my statement email?

Accepted Answer

Common reasons include: Statement type isn't Balance Forward; Customer isn't configured for invoice copies; No invoices/credit notes in the statement period.

Question 39

How do I export customer email addresses from Oneir?

Accepted Answer

Accounts Receivable → Accounts Receivable Report Menu → Print Customer Master Listing → "Print email addresses?" = Y → "Export email addresses to a file?" = Y → choose a folder → open in Excel.

Question 40

How do I write off a customer's outstanding balance?

Accepted Answer

Post a manual credit/debit adjustment against the invoice/credit note being written off and post the write-off to the appropriate GL account (often bad debt).

Question 41

How do I refund a customer by cheque?

Accepted Answer

Step 1: Clear the AR credit using a manual debit and a clearing GL account. Step 2: Issue a cheque in AP using vendor code "CASH," posting to the same clearing account and correct bank.

Question 42

How do I refund a customer by credit card?

Accepted Answer

Ensure a credit exists → post a manual debit in AR referencing the credit note → post refund to the GL account used for credit card deposits.

Question 43

Can Oneir post finance charges to Accounts Receivable?

Accepted Answer

Yes. Oneir can calculate and post finance charges to AR and GL. Finance charge invoices are created in the format YYMMFC.

Question 44

How are finance charges calculated?

Accepted Answer

Requires customer statement option "Print Statement with Finance Charge." Oneir calculates days overdue based on invoice date, statement date, and terms, applies an interest factor, and calculates using the monthly rate.

Question 45

Can I preview finance charges before posting?

Accepted Answer

Yes. Print the Finance Charge Report to review charges. (Note: you must exit the program after selecting the report option for it to print.)

Question 46

Can finance charges be reversed?

Accepted Answer

Yes. Accounts Receivable → Reverse finance charges → enter the finance charge invoice number. Reversals post to both AR and GL automatically.

Question 47

What does "Date is outside three fiscal years" mean?

Accepted Answer

It indicates a year-end close is required in General Ledger before continuing in the current fiscal period.

Question 48

What must I do before running Year-End Closing?

Accepted Answer

Ensure all users are out; Take a full backup; Print required reports for the year being removed; Run Year-End Closing; Verify fiscal periods afterward.

Question 49

How do I balance Accounts Receivable to the General Ledger?

Accepted Answer

Confirm whether deposits and receivables post to the same GL account and whether POS customer "CASH" is used. Then balance using one of two methods (combined or separate receivables/deposits). Important: POS "CASH" outstanding deposits do not appear on standard AR reports and cannot be backdated; print required POS reports on the date you balance.

Question 50

Does Oneir support Gift Certificates?

Accepted Answer

Yes. Gift certificates can be sold and redeemed with proper GL and AR posting. Gift certificates must be sold to a customer record (not a cash sale).

Question 51

How are gift certificates redeemed?

Accepted Answer

Process a customer sale → select Gift Certificate payment method → complete the transaction. Certificates must be sold before they can be redeemed.

Question 52

How do password security levels work in Oneir?

Accepted Answer

Oneir uses a 9-level security hierarchy. Each level includes permissions from lower levels, and higher levels unlock pricing, margin, financial utilities, and initialization functions.

Question 53

Who should have Level 9 access?

Accepted Answer

Level 9 should be restricted to senior management only because it includes system initialization and full utilities across modules.

Question 54

What is PCI Compliance?

Accepted Answer

PCI DSS is the payment card industry security standard for protecting cardholder data. Merchants must validate compliance annually.

Question 55

What is PCI Compliance Manager?

Accepted Answer

An online portal managed by Sysnet Global Solutions that helps merchants complete SAQs, run scans (if required), submit documents, and track compliance status.

Question 56

When must PCI compliance be completed?

Accepted Answer

Within 90 days of activation, and annually thereafter. Non-compliance may result in a monthly fee of $59.99 until validated.

Question 57

What are the steps to validate PCI compliance?

Accepted Answer

Personalize account; Complete business profile; Complete SAQ; Complete scan (if required); Submit Attestation of Compliance. Validation lasts one year.

Question 58

What is an SAQ?

Accepted Answer

A Self-Assessment Questionnaire based on how you accept payments and protect card data.

Question 59

Do I need to complete a vulnerability scan?

Accepted Answer

If systems have externally facing IPs, you may need quarterly external scans. Sysnet provides scanning tools as an Approved Scanning Vendor.

Question 60

What happens if I don't complete PCI compliance?

Accepted Answer

Non-compliance fees may apply and certain breach-related protections may be impacted.

Question 61

What is the difference between PCI Basic and PCI Plus?

Accepted Answer

Basic = merchant-led SAQ completion. Plus = "white glove" guided assistance and additional tools.

Question 62

How do I enroll in PCI Plus?

Accepted Answer

Enrollment requests are submitted via email to PCIProgramTeam@elavon.com. SLA is ~7 business days.

Question 63

Will I receive reminders?

Accepted Answer

Yes, automated emails are sent (welcome, reminders, grace period, and non-compliance notices).

Question 64

What firewall ports are required for Oneir cloud access?

Accepted Answer

Port 22 is used, with access verified from the provided IP addresses. (Alternate ports may be configured if required.)

Common Questions

Cloud, Hosting & Remote Access

Server & VMware Setup

Printing, Forms & PDFs

Electronic Funds Transfer (EFT)

Multi-Currency Purchasing

Purchase Orders & Receiving

Bills of Materials

Interdivisional Stock Transfer

Year-End Stock Count Import

Statements

Exporting Customer Emails

Refunds, Credits & Write-Offs

Finance Charges & Interest

Month-End / Year-End Procedures

Balancing AR to GL

Point of Sale (POS)

User Security Levels

PCI Compliance & Payment Security

IT & Network Configuration

Customization & Special Workflows

Need Additional Assistance?

Contact Support

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