Post by Admin on Jul 2, 2018 16:06:30 GMT
New Release 2.5
Important Updates
- Add collaborative workflow capabilities to order line items (work orders, etc.)
- Order workflow will display at top right of screen in the order ‘View’ area.
- Order workflow stage assignments may be filter from production >> order list
- Order workflow assignments may be reported on across all users in 'My Tasks'
- Leverage workflow to increase company personnel communication and collaboration on specific orders and tasks.
- Enhanced A/P Invoice tracking; you may now segment PO freight and PO tax amounts explicitly on a vendor invoice.
- Alternatively, PO freight and PO tax charges may be lumped into PO receipt material cost, i.e. “Landed Cost”. This option will appear at Receiving if you turn on ‘Receiving - Enable Landed Cost’.
- Forecast orders may now be specified as “build”; this allows forecasted demand for BOMs to drill down to the raw material / component level to generate forecasted
component-level demand in MRP. MRP will flag component/material level demand as
“forecasted” if the demand is being generated from a forecast instead of an actual PO.
Updates
- Add user permissions for purchase order edit. new roles: 'Can Edit PO' & 'Block Edit PO'.
- If the 'PQuote_Approval_Anyone_If_Under_Value' configuration setting value is greater than the Ext. Cost of a PO, then any user without 'Block Edit PO' role will be able to edit the po.
- If the configuration setting value is less than the Ext. Cost of a PO, then only 'Admin', 'Manager', 'Purchasing' and 'Can Edit PO' will be able to edit the PO.
- Continued system speed and performance optimizations to various screens/functions.
- Add improved error handling for ledger import. if import fails you're redirected to the import page and given the rows and account numbers that caused the error.
- Add bank reconcile of deposits with a net 0 amount will show under the 'Deposits' table on bank reconcile edit.
- Add ‘Customer PO number’ column to ‘My Quotes’.
- Add ROP and EOQ to the ‘Build W/ Subs’ tab on a BOM record.
- On “nag notifier” emails, add a link to the task/object being assigned; assigning someone to a workflow will notify them and contain an actual URL link to the task itself (linking out directly from the email).
- Add ‘remit country’ column to the vendor list.
- Add ‘Qty Per Unit’ mouseover on ‘Qty Need’ column on the pick parts screen. Note: for build items only.
- Add ECCN to vendor return packing slip.
- Add ‘Cost’ and “Ext. Cost’ as columns to MRP.
- Add checkbox in the ‘View Work’ report that allows you to see your ‘total’ at the bottom of the report. The checkbox is located in the header field after selecting ‘More Options’.
- Add new columns to the check register list.
- Breakdown
- Vendor Bank Name
- Vendor Bank Account Number
- Vendor Bank Reference Number
- Add ability to levy finance charges for late payments.
- Define penalties as part of A/R Terms.
(Admin >> Maintenance >> Data Maintenance >> 9TERMS)
- Create penalties from 'Finance Charges' screen. (Accounting >> AR >> Finance Charges)
- Note: you must first select a customer to create the penalty.
- Vendor Portal Rep Feature:
- Reps can see customer information, quotes, and orders for their customers.
- Add PRC filter and Bonus Columns To Part Historical Demand Report.
- Parts >> Reports >> Historical Demand
- Check Numbering (increment check number with each check) is now done per Checking Account selected via A/P checks interface.
- SERIAL_NUM_x - arbitrary number of serial number pools/incrementors now accepted.
- See Admin >> Config >> Serial Control for details.
- UI enhancement: editing a quote line refreshes just the line instead of the entire page.
- Editing Order Lines and Invoice Lines now have a basic view and an ‘Advanced’ view.
- The ‘Advanced’ view shows more options to edit.
- Add ‘Lot Code’ filter to ‘List by Bin’ and ‘Inv Activity’.
- Add work instructions capability to ‘Charge Only’ order line items.
- Orders with the transaction code ‘Charge’ now have the option to contain a full labor plan. This includes the ability to add work locations, operations, work instructions, track time and more.
Fixes
- Fixed rounding issues on quote pages.
- Renamed 'Legacy Bin' title to newer 'Primary Bin' for consistency on Part Info.
- Delay results until page parameters set on ‘Order Material Report’ page .
- Fixed the ‘show/hide’ of multiple columns with the same name.
Important Updates
- Add collaborative workflow capabilities to order line items (work orders, etc.)
- Order workflow will display at top right of screen in the order ‘View’ area.
- Order workflow stage assignments may be filter from production >> order list
- Order workflow assignments may be reported on across all users in 'My Tasks'
- Leverage workflow to increase company personnel communication and collaboration on specific orders and tasks.
- Enhanced A/P Invoice tracking; you may now segment PO freight and PO tax amounts explicitly on a vendor invoice.
- Alternatively, PO freight and PO tax charges may be lumped into PO receipt material cost, i.e. “Landed Cost”. This option will appear at Receiving if you turn on ‘Receiving - Enable Landed Cost’.
- Forecast orders may now be specified as “build”; this allows forecasted demand for BOMs to drill down to the raw material / component level to generate forecasted
component-level demand in MRP. MRP will flag component/material level demand as
“forecasted” if the demand is being generated from a forecast instead of an actual PO.
Updates
- Add user permissions for purchase order edit. new roles: 'Can Edit PO' & 'Block Edit PO'.
- If the 'PQuote_Approval_Anyone_If_Under_Value' configuration setting value is greater than the Ext. Cost of a PO, then any user without 'Block Edit PO' role will be able to edit the po.
- If the configuration setting value is less than the Ext. Cost of a PO, then only 'Admin', 'Manager', 'Purchasing' and 'Can Edit PO' will be able to edit the PO.
- Continued system speed and performance optimizations to various screens/functions.
- Add improved error handling for ledger import. if import fails you're redirected to the import page and given the rows and account numbers that caused the error.
- Add bank reconcile of deposits with a net 0 amount will show under the 'Deposits' table on bank reconcile edit.
- Add ‘Customer PO number’ column to ‘My Quotes’.
- Add ROP and EOQ to the ‘Build W/ Subs’ tab on a BOM record.
- On “nag notifier” emails, add a link to the task/object being assigned; assigning someone to a workflow will notify them and contain an actual URL link to the task itself (linking out directly from the email).
- Add ‘remit country’ column to the vendor list.
- Add ‘Qty Per Unit’ mouseover on ‘Qty Need’ column on the pick parts screen. Note: for build items only.
- Add ECCN to vendor return packing slip.
- Add ‘Cost’ and “Ext. Cost’ as columns to MRP.
- Add checkbox in the ‘View Work’ report that allows you to see your ‘total’ at the bottom of the report. The checkbox is located in the header field after selecting ‘More Options’.
- Add new columns to the check register list.
- Breakdown
- Vendor Bank Name
- Vendor Bank Account Number
- Vendor Bank Reference Number
- Add ability to levy finance charges for late payments.
- Define penalties as part of A/R Terms.
(Admin >> Maintenance >> Data Maintenance >> 9TERMS)
- Create penalties from 'Finance Charges' screen. (Accounting >> AR >> Finance Charges)
- Note: you must first select a customer to create the penalty.
- Vendor Portal Rep Feature:
- Reps can see customer information, quotes, and orders for their customers.
- Add PRC filter and Bonus Columns To Part Historical Demand Report.
- Parts >> Reports >> Historical Demand
- Check Numbering (increment check number with each check) is now done per Checking Account selected via A/P checks interface.
- SERIAL_NUM_x - arbitrary number of serial number pools/incrementors now accepted.
- See Admin >> Config >> Serial Control for details.
- UI enhancement: editing a quote line refreshes just the line instead of the entire page.
- Editing Order Lines and Invoice Lines now have a basic view and an ‘Advanced’ view.
- The ‘Advanced’ view shows more options to edit.
- Add ‘Lot Code’ filter to ‘List by Bin’ and ‘Inv Activity’.
- Add work instructions capability to ‘Charge Only’ order line items.
- Orders with the transaction code ‘Charge’ now have the option to contain a full labor plan. This includes the ability to add work locations, operations, work instructions, track time and more.
Fixes
- Fixed rounding issues on quote pages.
- Renamed 'Legacy Bin' title to newer 'Primary Bin' for consistency on Part Info.
- Delay results until page parameters set on ‘Order Material Report’ page .
- Fixed the ‘show/hide’ of multiple columns with the same name.