Activant Prelude - Epicor

Activant Prelude Version 21 New Features

Prelude V21 New Features

©Copyright 2010 Activant Solutions Inc. ii

Table of Contents

Systems ......................................................................................................................... 1 New Password Options ............................................................................................................................. 1 Rebuilds ..................................................................................................................................................... 2

Competitor Price Alternates ................................................................................................................... 2 Bin Location Primary Bin/Product Xref .................................................................................................. 2

Purging ...................................................................................................................................................... 2 Vendor Request for Quotes ................................................................................................................... 2 Deleted Purchase Orders ...................................................................................................................... 2 Fill Rate at Order Entry .......................................................................................................................... 2 Open Purchase Orders .......................................................................................................................... 2 Accounts Payable Checks ..................................................................................................................... 2 BAD Customer DOE Orders .................................................................................................................. 2 PRICE.WORK file purge ........................................................................................................................ 2

Scheduler .................................................................................................................................................. 3 Scheduler Maintenance ......................................................................................................................... 3 Scheduled Jobs ..................................................................................................................................... 3

General Report Interface ........................................................................................................................... 3 Date Fields ............................................................................................................................................. 3

User Id Maintenance ................................................................................................................................. 3 Password Security ................................................................................................................................. 3 P/O in S/O for Vendor Only ................................................................................................................... 3 P/O in W/O for Vendor Only .................................................................................................................. 3 Credit Manager ...................................................................................................................................... 3 Maintenance Audit & Report .................................................................................................................. 4 Display Costs ......................................................................................................................................... 4

Warehouse Maintenance .......................................................................................................................... 4 Generate Release By ............................................................................................................................ 4 Default Putaway Bin .............................................................................................................................. 4

File Update Utility ...................................................................................................................................... 4 Product (F3) keyword Lookup ................................................................................................................ 4 Template Product Lists .......................................................................................................................... 4


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Order Processing .......................................................................................................... 5 System Level Flags ................................................................................................................................... 5

Minimum Price Violation ........................................................................................................................ 5 Display Last Price in SOE ...................................................................................................................... 5 Order Conversion to Quote .................................................................................................................... 5 Check for Existing Orders ...................................................................................................................... 5 Admin Order Hold Options ..................................................................................................................... 5 Admin Invoice Hold Option .................................................................................................................... 6

Pricing ........................................................................................................................................................ 6 Price/Rebate Links ................................................................................................................................. 6 Rebate Type – New Distributor Rebate ................................................................................................. 6 New Price Matrix Types ......................................................................................................................... 6 Rebate Methods ..................................................................................................................................... 6 Direct Ship Basis .................................................................................................................................... 6 Price Matrix Mass Copy ......................................................................................................................... 6 Best Price ............................................................................................................................................... 7 Price Pick Ticket/Packing List ................................................................................................................ 7 Break levels based on Price Range ....................................................................................................... 7 Blanket Contract Maintenance ............................................................................................................... 7

Sales Orders .............................................................................................................................................. 7 Manual Ship-To addresses .................................................................................................................... 7 Purchasing Agent ................................................................................................................................... 7 Customer Product Number Comments.................................................................................................. 7 Freight Details ........................................................................................................................................ 7 Gift Certificates ...................................................................................................................................... 8 Sort Option ............................................................................................................................................. 8 Attachments ........................................................................................................................................... 8 Lost Sales .............................................................................................................................................. 8 Last Sales Display ................................................................................................................................. 8 Line Item Required Date ........................................................................................................................ 8 Comment Codes .................................................................................................................................... 8 Prospect Conversion ............................................................................................................................. 8 Supersedures ......................................................................................................................................... 8 Consignment Billing ............................................................................................................................... 8 Quote Display List Option ...................................................................................................................... 9

Quotes ....................................................................................................................................................... 9 Duplicate Order/Order History ............................................................................................................... 9 Minimum Order ...................................................................................................................................... 9 Manual Ship-To addresses .................................................................................................................... 9 Customer Product Number Comments.................................................................................................. 9 Print/Email Option .................................................................................................................................. 9 Convert Order to Quote ......................................................................................................................... 9 Cores ..................................................................................................................................................... 9 Quotation History by Product Number Inquiry ..................................................................................... 10 Quote Selection Inquiry ....................................................................................................................... 10

Release Confirmation .............................................................................................................................. 10 Consolidation Process ......................................................................................................................... 10

Continuous Printing ................................................................................................................................. 10 Multiple Continuous Forms Start/Stop ................................................................................................. 10

Inquiries ................................................................................................................................................... 10 Ship-To Filter ....................................................................................................................................... 10


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Order Log Inquiry ................................................................................................................................. 10 Mass CC authorize in AOI Inquiry ....................................................................................................... 11 Employee Queue Inquiry ..................................................................................................................... 11 W/O All Level Inquiry ........................................................................................................................... 11 Ship-To Statistics ................................................................................................................................. 11 Customer Product Open Order Inquiry ................................................................................................ 11 Contact Management Statistics Inquiry ............................................................................................... 11

Maintenance ............................................................................................................................................ 11 Restricted Product Maintenance .......................................................................................................... 11 Quick Price Matrix Entry ...................................................................................................................... 12 Customer Maintenance ........................................................................................................................ 12 Temporary Customer Conversion ........................................................................................................ 12 Customer Ship-To Maintenance .......................................................................................................... 12 Commission Matrix Maintenance ......................................................................................................... 12 Freight Terms Maintenance ................................................................................................................. 12

Reports .................................................................................................................................................... 12 Customer Maintenance Audit Report................................................................................................... 12 Customer Ship-To Maintenance Audit Report ..................................................................................... 13 A/R Collections POS Report ................................................................................................................ 13 Customer Product Usage Report ......................................................................................................... 13 CS & CSB Comments .......................................................................................................................... 13 Deposit Balance Report ....................................................................................................................... 13 Open Backorder Detail Report ............................................................................................................. 13

Electronic Entry ....................................................................................................................................... 13 Export Price Data ................................................................................................................................. 13 Build Conversion Data ......................................................................................................................... 13 Analyze Data Integrity .......................................................................................................................... 14 Import Price Data ................................................................................................................................. 14


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Purchasing ................................................................................................................... 15 System Level Purchasing Options .......................................................................................................... 15

EOQ Formula Model ............................................................................................................................ 15 Lead Time Exception Max Days .......................................................................................................... 15 Lead Time Exception Min Days ........................................................................................................... 15 Product Alerts ...................................................................................................................................... 15 Consolidate Usage PN ........................................................................................................................ 15 Update BQI For Vendor Request For Quotes ..................................................................................... 15

Purchase Orders ..................................................................................................................................... 16 Purchase Order Entry .......................................................................................................................... 16 Blanket Purchase Orders ..................................................................................................................... 16 Additional Description Display ............................................................................................................. 16 Recommended P/O Review Screen .................................................................................................... 16 Recommended Work Order Inquiry ..................................................................................................... 16 Product Alerts ...................................................................................................................................... 16

Processes ................................................................................................................................................ 16 Customer Usage Adjustments ............................................................................................................. 16 Move Customer Usage Procedure and Move Customer Usage Procedure – Save-List .................... 16 EOM Calendar Close – Selection ........................................................................................................ 17

Maintenance ............................................................................................................................................ 17 Buyer Maintenance .............................................................................................................................. 17 Credit Onhand ...................................................................................................................................... 17

Inquiries ................................................................................................................................................... 17 Purchase Order Log ............................................................................................................................ 17

Reports .................................................................................................................................................... 17 Recommended P/O Action Report ...................................................................................................... 17 Vendor Maintenance Audit Report ....................................................................................................... 17 Vendor Rebate Report ......................................................................................................................... 17


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Inventory ...................................................................................................................... 18 System Level Flags ................................................................................................................................. 18

Replacement Cost Update ................................................................................................................... 18 Product Vendor Cost Update ............................................................................................................... 18 Allocate Stock to N/S Items ................................................................................................................. 18

Products/Pricing ...................................................................................................................................... 18 Product Special Operations ................................................................................................................. 18 Obsolete Reason Code ....................................................................................................................... 18 Update Usage On Drop Ships Added to Product Maintenance .......................................................... 18 Copy Price/Cost on Copy .................................................................................................................... 18 Pedigree tracking ................................................................................................................................. 18 Available For Sale ................................................................................................................................ 19 Product Purchasing Usage Product Number ....................................................................................... 19 Product Purchasing Safety Minimum Thaw Date ................................................................................ 19 Product Usage Maintenance ............................................................................................................... 19 ECAT Type Maintenance ..................................................................................................................... 19 Product Characteristic Codes Comment Code .................................................................................... 19

Price Tapes ............................................................................................................................................. 20 Price Tape Pre-Update Report ............................................................................................................ 20 Substitutes ........................................................................................................................................... 20

Stock Receipts ......................................................................................................................................... 20 Stock Receipts Entry/Direct Stock Receipts Entry .............................................................................. 20 Stock Receipts Entry ........................................................................................................................... 20

Transfers ................................................................................................................................................. 20 Transfer Shipment Entry ...................................................................................................................... 20 Entry Load Bin Option .......................................................................................................................... 20 CV Comment ....................................................................................................................................... 20 Validation Routine ................................................................................................................................ 21 Universal Replacement DOE Process (must be licensed) .................................................................. 21

Physical Inventory ................................................................................................................................... 21 Physical Inventory Valuation Report .................................................................................................... 21 Physical Tag Deviation Report ............................................................................................................ 21

Cycle Counting ........................................................................................................................................ 21 Cycle Counting Subsystem bin list ...................................................................................................... 21 Procedure ............................................................................................................................................ 22 Log Inquiry ........................................................................................................................................... 22

Ecat .......................................................................................................................................................... 22 Ecat Type Maintenance ....................................................................................................................... 22 Product Ecat Cooling Maintenance ..................................................................................................... 22 Product Make Liter/Cubic Inch/Engine Maintenance ........................................................................... 22 Ecat Information ................................................................................................................................... 22 Ecat lookup in Order Entry ................................................................................................................... 23

Maintenance ............................................................................................................................................ 23 Product Line Keywords ........................................................................................................................ 23 Zone Pick Ticket Printer ....................................................................................................................... 23 Company Vendor Cost Maintenance & Inquiry have new fields ......................................................... 23 Bin Replication Maintenance ............................................................................................................... 23 Expense Type ...................................................................................................................................... 23

Inquiries ................................................................................................................................................... 23 Product Availability Inquiry ................................................................................................................... 23 Transaction Audit Inquiry ..................................................................................................................... 23


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Product Usage Inquiry ......................................................................................................................... 23 Usage Audit Inquiry ............................................................................................................................. 23 Product Make/Model/Year Inquiry ....................................................................................................... 24 Product Receipts Inquiry ...................................................................................................................... 24 Related Products Inquiry ..................................................................................................................... 24

Reports .................................................................................................................................................... 24 Inventory Available for Backorders Report .......................................................................................... 24 Updated to Standard Report ................................................................................................................ 24 Vendor Claim Surplus Report & Update .............................................................................................. 24 YTD Shrinkage Report ......................................................................................................................... 25 Product Maintenance Audit Report ...................................................................................................... 25 Transfer Pick Ticket Reprinting ............................................................................................................ 25 Transfer Shipping Label Printing ......................................................................................................... 25


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Marketing ..................................................................................................................... 26 System Level Flags ................................................................................................................................. 26

Auto Generate Contact ........................................................................................................................ 26 Reports .................................................................................................................................................... 26

Contact Maintenance Audit Reports .................................................................................................... 26

Accounts Receivable .................................................................................................. 27 System Level Flags ................................................................................................................................. 27

NOTE: In addition to these new fields, the fields on the A/R Parameters screen were reorganized. . 27 C/R Discount Grace Period ................................................................................................................. 27 A/R Aging Date .................................................................................................................................... 27 Print Receipt in ARCC ......................................................................................................................... 27 Auto Cust Job Cred Chk ...................................................................................................................... 27 Auto Cust Days Past Due .................................................................................................................... 27

Cash Receipts ......................................................................................................................................... 27 Post Date ............................................................................................................................................. 27

A/R Payment Entry .................................................................................................................................. 28 Credit Collections .................................................................................................................................... 28

Access Method .................................................................................................................................... 28 Collection Code .................................................................................................................................... 28 Collection Notes ................................................................................................................................... 28

Maintenance ............................................................................................................................................ 28 A/R Invoice Maintenance ..................................................................................................................... 28

Reports .................................................................................................................................................... 28 Aged A/R Warehouse Summary Report .............................................................................................. 28

Accounts Payable ....................................................................................................... 29 Manual Invoice Entry ............................................................................................................................... 29

P/O Number Validation ........................................................................................................................ 29 User Limits ........................................................................................................................................... 29 Debit Memo/Credit Entry ..................................................................................................................... 29

Manual Check Entry ................................................................................................................................ 29 Comments ............................................................................................................................................ 29 User Limits ........................................................................................................................................... 29

Special Check Run .................................................................................................................................. 29 Maintenance ............................................................................................................................................ 29

A/P Credit Card Clearing GL Account ................................................................................................. 29 A/P Manager Id .................................................................................................................................... 30 Intercompany Vendor .......................................................................................................................... 30

Max Discrep Dollars ................................................................................................................................ 30 Max Discrep Percent............................................................................................................................ 30 Invoice Margin ...................................................................................................................................... 30

Inquiries ................................................................................................................................................... 30 Accounts Payable Check Inquiry ......................................................................................................... 30 A/P Hold Inquiry ................................................................................................................................... 30

Other Options .......................................................................................................................................... 30


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General Ledger ............................................................................................................ 31 G/L Table ................................................................................................................................................. 31

G/L Table Maintenance Audit & Report ............................................................................................... 31 Financial Report Manager ....................................................................................................................... 31 Reports .................................................................................................................................................... 31

Balancing ............................................................................................................................................. 31 Accounts Receivable and Accounts Payable ...................................................................................... 31 Inventory .............................................................................................................................................. 31

Sales Analysis ............................................................................................................. 32 Sales Forecast ......................................................................................................................................... 32

Sales Forecast Maintenance ............................................................................................................... 32 Forecast Work File Build ...................................................................................................................... 32 Forecast & G/P By Customer/Product Report ..................................................................................... 32 Forecast By Customer/Product Report ................................................................................................ 32

Year End Processing ............................................................................................................................... 32 Sales Analysis Year End ..................................................................................................................... 32 Sales Analysis Year End Log Inquiry................................................................................................... 32

BMW/Work Orders ....................................................................................................... 33 Systems Level Flags ............................................................................................................................... 33

Prorate Burden By Completion ............................................................................................................ 33 Work Order Entry ..................................................................................................................................... 33 Work Order Completions ......................................................................................................................... 33

Work Order Release Accepted ............................................................................................................ 33

Rental ........................................................................................................................... 34 System Level Flags ................................................................................................................................. 34

Order Update Meter Reading .............................................................................................................. 34 Selling Price Worksheet ....................................................................................................................... 34 Maintenance Method ........................................................................................................................... 34

Rental Orders .......................................................................................................................................... 34 Rental Order Entry has a No Action option ......................................................................................... 34 Rental Order Entry Reservation Print .................................................................................................. 34

Maintenance ............................................................................................................................................ 34 Rental Status Maintenance – New Missing Status .............................................................................. 34 Rental Statistics in Customer Maintenance/Inquiry ............................................................................. 34 Equipment Maintenance ...................................................................................................................... 34

Processes ................................................................................................................................................ 35 Customer ranking includes rental sales ............................................................................................... 35

Inquiries ................................................................................................................................................... 35 Customer Performance Summary Inquiry ........................................................................................... 35

Reports .................................................................................................................................................... 35 Equipment Sales History Report has a new sold column .................................................................... 35


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Shop Repair ................................................................................................................. 36 Systems Level Flags ............................................................................................................................... 36

Update Meter Reading ......................................................................................................................... 36 Service Reminders............................................................................................................................... 36 Display Sales Comments ..................................................................................................................... 36

Shop Repair Order Entry ......................................................................................................................... 36 Shop Repair has a new Multi Job option ............................................................................................. 36 Shop Labels ......................................................................................................................................... 36

Service Reminders .................................................................................................................................. 36 Schedule Code Maintenance ............................................................................................................... 36 Service Reminder Maintenance ........................................................................................................... 36 Equipment Maintenance ...................................................................................................................... 37 Shop Service Reminder Printing .......................................................................................................... 37 Shop Repair Order Entry ..................................................................................................................... 37

Processes ................................................................................................................................................ 37 Technician Job Assignment ................................................................................................................. 37

Maintenance ............................................................................................................................................ 37 Job Priority Maintenance ..................................................................................................................... 37 Default Parameter Maintenance .......................................................................................................... 37

Scheduling Calendar ............................................................................................................................... 37 Scheduling Calendar Appointments .................................................................................................... 37

Warehousing ............................................................................................................... 38 Bin Maintenance/Replenishment ............................................................................................................. 38

Bin Replenishment Processing has a new bin minimum percent option ............................................. 38 Bin Replenishment Min/Max Recalculation ......................................................................................... 38

Stock Receipts ......................................................................................................................................... 38 Limit over receiving in RF stock receipts ............................................................................................. 38 Update option in RF stock receipts ...................................................................................................... 38 Product Line option to not allow over receiving in RF stock receipts .................................................. 38

Putaway ................................................................................................................................................... 39 Stock receipts putaway has a new Tote bin option ............................................................................. 39 Bin Putaway Entry................................................................................................................................ 39 Case verifications in RF Putaway ........................................................................................................ 39

RF Processing ......................................................................................................................................... 39 RF Order Picking shows the ship via for a selected release ............................................................... 39 RF Order Picking – OLI Update ........................................................................................................... 39 RF packing ........................................................................................................................................... 40 RF Release Confirmation packing ....................................................................................................... 40 RF bin move entry................................................................................................................................ 40

Maintenance ............................................................................................................................................ 40 Validate RF Entry ................................................................................................................................. 40

Inquiries ................................................................................................................................................... 40 Product Bin Inquiry............................................................................................................................... 40 Bin Onhand Inquiry .............................................................................................................................. 40 Summary Bin Queue Inquiry ................................................................................................................ 40

Reports .................................................................................................................................................... 41 Warehouse Activity Report .................................................................................................................. 41 Release Picking Audit Report .............................................................................................................. 41 Product Labels ..................................................................................................................................... 41


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Advanced Forecasting ................................................................................................ 42 Customer Usage Adjustments ................................................................................................................. 42

Move Customer Usage Procedure ...................................................................................................... 42 Move Customer Usage Procedure – Save-List ................................................................................... 42

Distribution Requirements Planning (DRP) ............................................................................................. 42 Forecast Overrides .............................................................................................................................. 42 Distribution Requirements Planning Inquiry ........................................................................................ 42 Distribution Requirements Planning Weekly Inquiry ............................................................................ 42 Distribution Requirements Planning Report ........................................................................................ 42 DRP Planned Purchase Order Report ................................................................................................. 43

Maintenance ............................................................................................................................................ 43 Purchasing Forecast Parameters Maintenance .................................................................................. 43

VIA/eCommerce ........................................................................................................... 44 VIA User Interface (GUI) ......................................................................................................................... 44 Checkout ................................................................................................................................................. 44 Web Policies ............................................................................................................................................ 44

Web Policies F7-Features ................................................................................................................... 45 Web Policies F8 - Defaults – F5-View Options .................................................................................... 45

Sort Field Maintenance............................................................................................................................ 45 Search Translations ................................................................................................................................. 45 Product Grouping Maintenance ............................................................................................................... 45 User Security ........................................................................................................................................... 46

User Security Maintenance GUI re-organized ..................................................................................... 46 Security – Shopping Qualifiers ............................................................................................................ 46 Manager View ...................................................................................................................................... 46 Admin Manager Hold ........................................................................................................................... 46 Campaigns ........................................................................................................................................... 47 Sales Force Options ............................................................................................................................ 47 View Options ........................................................................................................................................ 47 View Options Inquiry ............................................................................................................................ 47 Checkout Access ................................................................................................................................. 47

Shopping List Maintenance ..................................................................................................................... 48 Default Page / User Docs / Catalog Page Maintenance ......................................................................... 48 Product Maintenance ............................................................................................................................... 48 Language Resource Maintenance .......................................................................................................... 49

New BASE Entries – Used to display Decriptions and Prompts ......................................................... 54

New Licensed Module Interfaces ............................................................................... 55 Avalara Sales Tax ................................................................................................................................... 55 ADP Taxware Sales Tax ......................................................................................................................... 55 Element Credit Card Processing ............................................................................................................. 55 Strategic Pricing ...................................................................................................................................... 55


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Systems

New Password Options

Process Password Prevents

QTE.TOTALS.CALL F6-Totals option in Quote Entry

FRT.NUM Freight terms override in Order/Quote Entry

UN.MEAS.SOE Unit of measure override in Order Entry

BO.QTY.SOE Backorder Quantity override in Order Entry

GRS.PRC.SOE Gross Price override in Order Entry

NET.PRICE.SOE Net Price override in Order Entry

PRICE.SRC.SOE Price Source override in Order Entry

GP.PCT.SOE Gross Profit Percent override in Order Entry

LINE.PROFIT.SOE Line Item Profit Dollars override in Order Entry

REQ.LINE.DATE Required Date for line item in Order Entry

PCK.LINE.DATE Pick Date for line item in Order Entry

UN.MEAS.QOE Unit of measure override in Quote Entry

GRS.PRC.QOE Gross Price override in Quote Entry

NET.PRICE.QOE Net Price override in Quote Entry

PRICE.SRC.QOE Price Source override in Quote Entry

GP.PCT.QOE Gross Profit Percent override in Quote Entry

LINE.PROFIT.QOE Line Item Profit Dollars override in Quote Entry

CUST.EMAIL.ADDR Email address in Customer Maintenance

STMT.CODE Print statement flag in Customer Maintenance

FAX.STM.FLG Statement document option in Customer Maintenance

AR.EMAIL.ADDR Statement email address in Customer Maintenance (F6-F5)

FAX.QTE.FLAG Quotation document option in Customer Maintenance

FAX.INV.FLG Invoice document option in Customer Maintenance

FAX.ACK.FLG Acknowledgement document option in Customer Maintenance

FAX.RGA.FLG RGA document option in Customer Maintenance

CUST.FAX Fax number in Customer Maintenance

DELETE.ORDER.LINE.WHS.PIC Line item that was RF picked is deleted in Order Entry,

CUSTOMER.CRED.CODE Change in credit code in customer maintenance

AOI,CC.AUTH Admin Order Inquiry > F10 Action > CC Auth new option

AOI.CC.AUTH.ALL CC Auth for all order on AOI screen chosen

AOI.CC.AUTH.IND CC Auth for Individual order on AOI screen chosen



Rebuilds

Competitor Price Alternates This process rebuilds competitor price alternates. The rebuild reviews and verifies that all competitor price records exist in the product alternates fields. If product alternates do not exist, they are updated.

System Parameter > Processes > Rebuild Menu > Inventory Control > Product Master > Competitor Price Alternates

Bin Location Primary Bin/Product Xref This process rebuilds a specific warehouse that does not track bin locations but has a primary bin in Product Warehouse Maintenance. If you rebuild Bin Location/Product Xref (existing rebuild) for warehouses that track bin locations, run this rebuild for warehouses that do not track bin locations.

System Parameter > Processes > Rebuild Menu > Inventory Control > Product Master > Bin Location Primary Bin/Product Xref

Purging Many purges were been reviewed and enhanced to all update the log and reporting tools related to the purges. We have also started a document that will provide the files affected by the purges.

Vendor Request for Quotes New option to purge vendor request for quotes. This prompts for selection criteria based on RFQ date.

System Parameter > Processes > Purge Utility Menu > Purchasing > Vendor Request for Quotes

Deleted Purchase Orders New option to purge historical deleted purchase orders based on deleted date and vendor. Deleted purchase orders are saved if activated in File Update Parameters Maintenance.

System Parameter > Processes > Purge Utility Menu > Purchasing > Deleted Purchase Orders

Fill Rate at Order Entry New option to purge historical fill rate records based on time of order entry.

System Parameter > Processes > Purge Utility Menu > Purchasing > Fill Rate at Order Entry

Open Purchase Orders New option to purge old purchase orders that are still open on the system based on purchase order date, vendor, and purchase order types. This rebuilds determines if a deletion will be allowed. This is the same logic used when you delete manually in Purchase Order Entry. This routine purges all purchase orders that pass the conditional tests and updates an exception report for purchase orders that were not deleted.

System Parameter > Processes > Purge Utility Menu > Purchasing > Open Purchase Orders

System Parameter > Processes > Purge Utility Menu > Purchasing > Open Purchase Orders Exception Report

Accounts Payable Checks New option to purge historical accounts payable checks based on check date, bank code and vendor.

System Parameter > Processes > Purge Utility Menu > Accounts Payable > A/P Checks

BAD Customer DOE Orders This process purges convert data files (for electronic entry) for sales orders/quotes with invalid customers.

System Parameter > Processes > Purge Utility Menu > Miscellaneous Purges > Bad Customer DOE Order/Quote

PRICE.WORK file purge This new process purges the work records generated from the Price Tape routine.

System Parameter > Processes > Purge Utility Menu > Miscellaneous Purges > PRICE.WORK File Purge



Scheduler

Scheduler Maintenance New Hold Job option was added to the Action bar. It allows you to temporarily hold a selected scheduled job until you reset it. The Job Status changes to Held. To reset the job, select Reset Job in the Action bar.

Scheduled Jobs You can choose to be emailed/paged if a process aborts or completes in addition to process overruns.

General Report Interface

Date Fields The General Report Interface now includes a Y1 prompt to indicate the first day of the calendar year (not fiscal period). For example, 01/01/2010 is the current Y1 value for this year.

User Id Maintenance

Password Security This option allows a user to bypass password processes setup in the system.

Allow/Disallow Skipping Password: Enter A to allow the user to skip specific password processes or D to disallow the user from skipping specific password processes.

Password Process Name: Enter the password processes that are allowed/disallowed.

For example, to allow a user to access CM.F5 and CM.F6 without a password, enter A in Allow/Disallow Skipping Password and CM.F5, CM.F6 in Password Process Name. When the user selects F5 or F6 in Customer Maintenance, the password is not requested. If you select A and Password Process Name is blank, the user must enter all passwords.

For example, to force a user to enter passwords for CM.F5 and CM.F6, enter D in Allow/Disallow Skipping Password and CM.F5, CM.F6 in Password Process Name. When the user selects F5 or F6 in Customer Maintenance, they must enter a password. If you select D and Password Process Name is blank the user does not have to enter any passwords.

System Parameter > Maintenance > User Identification Maintenance > Action > User Options > Password Security

P/O in S/O for Vendor Only Provide a new option of V that requests a vendor number for D and E supply codes entered in Sales Order Entry. This way, the person entering the sales order can suggest a vendor but cannot place the purchase order. The vendor number is used on the temporary purchase order Nightly Processing creates.

System Parameter > Maintenance > User Identification Maintenance > F6-Add Info > Enter P/O from S/O - V

P/O in W/O for Vendor Only Provide a new option of V that requests a vendor number for D and E supply codes entered in Work Order Entry. This way, the person entering the sales order can suggest a vendor but cannot place the purchase order. The vendor number is used on the temporary purchase order Nightly Processing creates.

System Parameter > Maintenance > User Identification Maintenance > F6-Add Info > Enter P/O from W/O - V

Credit Manager A new option of S was to Credit Manager to authorize credit manager codes in Credit Release Inquiry. If you select S, the Administrative Settings screen appears for you to enter credit manager codes. If you enter a credit manager code in Credit Release Inquiry that is not identified here, the message "Not a Valid Manager for this User" appears.

System Parameter > Maintenance > User Identification Maintenance > F5-Administrative > Credit Manager -S



Maintenance Audit & Report This new audit tracks all changes in User Id Maintenance. The start capturing this data set User Id Maint Audit in File Update Parameter Maintenance to Y. New reports were added to view the changes; a new purge routine was added to remove audit file data based on activity date.

System Parameter > Maintenance > Option Parameters > File Update Parameters - User Id Maint Audit

System Parameter > Reports > User Id Maintenance Audit Reports

System Parameter > Processes > Purge Utility Menu > Miscellaneous Purges > User Id Maintenance Audit Purge

Display Costs When you choose N for Display cost, a new option was added - Display Comm Cost SOE/QOE/CAI. Set this field is Y for commission cost to appear in SOE/QOE/CAI, but not in all other screens/inquiries.

System Parameter > Maintenance > User Identification Maintenance > F6 – Add Info > Display Cost

Warehouse Maintenance

Generate Release By The Z (zone) option in Generate Release By now items to be released by zone based on line count.

NOTE: Custom programming is required to activate this logic in your pick ticket print program.

System Parameter > Maintenance > Inventory Controls > Warehouse Maintenance > F5-Add Info - Generate Release By

Order Processing > Batch Ticket Printing > Pick Ticket Printing

Default Putaway Bin Enter the bin number to use with putaway method T (tote) in RF Bin Putaway Ent when the product does not have a primary bin.

System Parameter > Maintenance > Inventory Controls > Warehouse Maintenance > Action > Addtl Opts > Bin Locator Information

File Update Utility This menu option provides processes that convert spreadsheet data (*.cvs files) into the customer master file. The maintenance screen, which is similar to the Price Tape Update screen, allows you to map data in the spreadsheet to fields in the CUSTOMER. The Load and Report process reviews and validates the spreadsheet data and reports any errors. You can correct errors in the spreadsheet and reload the data. In the Update you can enter selection criteria in the General Report Interface screen and press F2 to update the CUSTOMER file with the data from the spreadsheet.

System Parameter > Processes > File Update Utilities > File Update Setup

System Parameter > Processes > File Update Utilities > File Update Load and Report

System Parameter > Processes > File Update Utilities > File Update Process

Product (F3) keyword Lookup This new option affects all F3 keyword searches if you use the Product Tagging screen. You can choose Filter to further specify data you want to see based on the results of the initial search (e.g., only show stock products).

Template Product Lists This new option affects all F3 product keyword searches if you use the Product Tagging screen. Choose the new F8-Customer Product option to define or use templates for customer/vendor combinations. When you select a template, the Product Tagging screen is populated for data entry based on the products in the template. There is also a new maintenance to support the list of products.

Order Processing > Maintenance > Customer Control Files > Template Product Entry Maintenance



Order Processing

System Level Flags

Minimum Price Violation In previous versions, you could validate minimum prices validation by using either the administrative order hold option M for minimum price violation or a password for the MIN.PRICE.PASSWORD process. Now, Prelude checks the password process MIN.PRICE.PASSWORD first and then also checks the minimum price logic for admin order hold and places the sales order on hold if below the minimum price.

System Parameters > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > Administrative Order Hold = Y > M - Minimum Price Violation

Display Last Price in SOE This flag determines if the last order number, last price paid, and order date appear for a line item in sales order related screens (e.g., Sales Order Entry, Credit Memo Entry, RGA Entry, Quotation Entry, Service Order Entry, Service Quote Entry). Set this flag to Y to display the last order number, last price paid, and order date for the line item. Set this flag to N or Null to not display the last order number, last price paid, and order date for the line item. The system also uses this flag to determine if cost, gross profit %, and unit of measure appear for the line item. If the user id flag for Display Cost? is A or Y, the cost, gross profit %, and unit of measure appear for the line item, as well. As part of this project, the Line Item Detail and Line Item Credit Detail screens the Available, Onorder, and Status fields were moved. Also, reference for ALT, SUB, KIT, etc. was moved down on the screen.

System Parameter > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > F5-Add Info > F5-Add More Info - Display Last Price in SOE

Order Conversion to Quote This flag determines if the user can convert a sales order to a quote in Sales Order Entry. Set this flag to Y provide the option or N to not provide the option. The option appears in the print dialog box that appears when you save a sales order. If you select Quote, the Quotation Entry screen appears and the sales order is converted into a quote using the next available quote number. When you save the quote, the Sales Order Entry screen reappears for the next sales order to be entered. The original sales order is deleted and the original order number referenced on the order/quote log with a COQ code. Sales orders that are deleted when they are converted to a quote to not appear in the deleted orders file for reporting and do not appear on the Deleted Orders Report.

System Parameter > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > F5-Add Info > F5-Add More Info – Order Conversion to Quote

Order Processing > Inquiries > Sales Order Inquiries > Order Log Inquiry - COQ

Order Processing > Additional Subsystems > Quotation Subsystem > Inquiries > Quotation Log Inquiry - COQ

Check for Existing Orders This flag determines the user can select an existing type 01 order for the customer/customer ship-to combination identified in the Sales Order Header screen. Orders that have a pick ticket and a release cannot be selected. Also, sales orders on credit or administrative hold do not appear

System Parameter > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > F5-Add Info > Check for Existing Orders - S

Admin Order Hold Options Added two new flags to control RGA price violations: choose R to use price violation rules in RGAs, just like regular sales order or enter G to use the manager high/low GP test for an RGA. If a line on an RGA violates either rule, the RGA goes on admin order hold for review.

System Parameter > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > Administrative Order Hold



Admin Invoice Hold Option Added a new flag - R – to check credit memo lines for price violations. If this option is R and a credit memo has a line with a negative quantity that breaks the price violation rule, it goes on invoice hold.

System Parameter > Maintenance > Option Parameters > Order Processing Parameters > F5-Add Info > Administrative Invoice Hold

Pricing

Price/Rebate Links Throughout the years, a rebate and price were linked in a price matrix. If that price was used in a sales order, the rebate was applied on the order. A new option was added to allow rebates independent of the price. Therefore, a price can be acquired from one matrix and a rebate pulled from another. If this new flag is set to N, these fields will work independent.

Systems > System Parameters > Maintenance > Order Processing Controls > Price Matrix Types & Sequence > Rebate/Price Linked

Rebate Type – New Distributor Rebate A new flag T (Rebate type) was added to the rebate portion of Price Matrix Maintenance. Previously, rebates were called vendor rebates and applied the rebate to the cost of the item, providing a gross profit and cost of goods net of the rebate in addition to posting to the Rebate Receivables GL account in the amount to be reimbursed by the vendor at a later date. This new T type allows the rebate to be either a vendor rebate or a distributor rebate. The distributor rebate is for internal programs that do not affect the Rebate Receivables GL account; GL accounts are posted as a normal transaction. Distributor reports do appear on the rebate reports and show the gross profit on the transaction net of rebate. The rebate type was added as selection criteria for the rebate report to allow separating the rebates types.

Order Processing > Maintenance > Pricing Structures > Price Matrix Maintenance

Order Processing > Reports > Miscellaneous Reports > Rebate Report

New Price Matrix Types Added 4 new price matrix types to Price Matrix Maintenance:

Type 56 – Order Source/Product Line

Type 57 – Order Source/Major Group

Type 58 – Customer Price Group/Order Source/Product Line

Type 59 – Customer Price Group/Order Source/Major Group


Rebate Methods Two new rebate methods were added: N (net price difference), which calculates the rebate amount as the difference between rebate price/basis and price matrix price/basis and A (accounting cost), which calculates the rebate amount based on the accounting cost of the transaction. This method is similar to the method of R for replacement cost, but uses accounting cost as the rebate.

Order Processing > Maintenance > Pricing Structures > Price Matrix Maintenance - Rebate Method

Direct Ship Basis A new option of D was added to allow prices to be calculated based on markup from direct ship cost.

Inventory > Maintenance > Product Maintenance > Product Maintenance > F7

Inventory > Maintenance > Product Maintenance > Product Warehouse Maintenance > F7


Price Matrix Mass Copy Add a Copy Option to Price Matrix Mass Copy to specify how to apply the update to existing records. You can overwrite records, insert at the beginning, or append at the end.

Order Processing > Maintenance > Pricing Structures > Price Matrix Mass Copy



Best Price Added a B option to the Best Price flag, checks for contract price matrices first. If 2 or more contract price matrices exist, the matrix with the best price is used. If no contract price matrices exist, the best price of remaining non-contract prices is used.

Order Processing > Maintenance > Customer Maintenance > F7-Order > F5-Add Info - Best Price

Price Pick Ticket/Packing List Changed Price Pick Tick to include a new option – P, which prices pick ticket but not packing lists. NOTE: Custom programming may be required to use this logic with pick tickets/packing lists.

Set this flag to P to include sales prices on pick ticket but not packing slip:

Order Processing > Maintenance > Customer Maintenance> F7 > F5 - Price Pick Tick

Order Processing > Maintenance > Customer Ship-To Maintenance> F5 - Price Pick Tick

Order Processing > Sales Order Entry > F5 – F5 Add Info

Break levels based on Price Range A quantity break type of P was added to apply quantity break discounts based on prices, not quantities.

Order Processing > Maintenance > Pricing Structures > Discount Break Table Maintenance - Break Level Type

Inventory > Maintenance > Product Maintenance > Product Maintenance > F7 > F7-Col QtyBrk - Break Level Type and F8-Prd QtyBrk - Break Level Type

Order Processing > Maintenance > Pricing Structures > Price Matrix Maintenance > Q method - Break Level Type

Blanket Contract Maintenance You can now edit Ent-Date at the line item level. This date could be updated each time the price is changed for internal reference.

Order Processing > Maintenance > Pricing Structures > Blanket Contract Maintenance > Blanket Contract Maintenance > Blanket Contract Detail

Sales Orders

Manual Ship-To addresses Added F6-Cust in F6-ShipTo in the Sales Order Entry Header screen. This option opens allows you to select a customer to use for the billing address on that order. The address appears as a manual ship-to.

Order Processing > Sales Order Entry > F5 Hdr Scr

Purchasing Agent The Purchasing Agent field moved from the Additional Info screen to the lower right of the header screen.

Order Processing > Sales Order Entry > F5 Hdr Scr

Customer Product Number Comments Added ability to define a comment code and 2 lines of comments to automatically insert after line items with customer product numbers. This comment is similar to Product Notes from Product Maintenance

Order Processing > Sales Order Entry

Order Processing > Maintenance > Order Entry Control Files > Customer Product Numbers

Freight Details The Freight Detail option was added Action > Order Func in Sales Order Entry, Credit Memo Entry, and RGA Entry. It allows you to enter freight detail like tracking numbers for carriers like UPS and Fed Ex.

Order Processing > Sales Order Entry > F10 > Order Func > Freight Detail

Order Processing > Optional Entry & Printing > Credit Memo Entry > F10 > Order Func > Freight Detail

Order Processing > Optional Entry & Printing > RGA Entry > F10 > Order Func > Freight Detail



Gift Certificates When a gift certificate is sold as a miscellaneous charge item (M), the description 2 field now includes the gift certificate number for reference. When a negative amount is entered for a miscellaneous charge item (M or MN) for a gift certificate, the system requires a gift certificate number to credit. When a sale is voided, the original gift certificate amount is reversed out.

Order Processing > Sales Order Entry - M item - Gift Certificate

Sort Option A new sort option was added to Action>OrderFunc to sort line items by customer p/o line number.

Order Processing > Sales Order Entry > Action > Order Func > Order Line Sort Options

Attachments The ability to enter/view attachments was added to the sales order in Sales Order Entry

Order Processing > Sales Order Entry > F10 > Notes > Header Attachments

Order Processing > Sales Order Entry > F10 > Notes > Line Attachments

Lost Sales When you choose F4-Del in a credit memo or RGA you are no longer asked to update lost sales.

Order Processing > Optional Entry & Printing > Credit Memo Entry

Order Processing > Optional Entry & Printing > RGA Entry

Last Sales Display The detail line screen was enlarged to show more data. Based on a new system flag you can display the last order, date, price, cost, G/P, etc. The Available, On Order, etc fields have moved, as well.

Line Item Required Date Added a warning message if the user enters a required date in the past. This message is similar to the required date warning in the Sales Order Header screen.

Comment Codes Added new comment codes CTO and CNTO for comments from linked transfers. When the transfer is linked to the sales order, any CTO and CNTO comments on to the transfer are changed to C and CN comments, which is similar to the CPO and CNPO codes for linked purchase orders.

Prospect Conversion Added a new option- B to Allow Quote to Prospects. If the flag is set to B, when the quote is converted to a live sales order and when a prospect is chosen in Sales Order Entry, the prospect is also converted to a live customer.

Systems > System Parameters > Maintenance > Option Parameters > Order Processing Parameters > Allow Quotes to Prospects


Supersedures If a product was superseded, but still has available inventory, that inventory will be sold out of the warehouse on the order. Now you can search other warehouses with available inventory for the superseded product and allow for selling/shipping from those warehouses.


Added logic to the Supersedures procedure to update the Product Maintenance Audit.

Inventory > Maintenance > Supersedures

Consignment Billing Provided a new option to return quantity from the customer directly into scrapped inventory. You cannot use this feature to combine both selling items and returning some to scrap. You can use this feature to both return some items to stock and some to scrap.




Quote Display List Option The new D options lists open quotes for review instead showing you a message that open quotes exist for the customer (does not apply to RGAs). On the new screen, press F5-Review to view the quote or F6-Edit to edit the quote. If you choose to convert the quote to a sales order, the Sales Order Entry screen appears and the quote is converted as normal. Then the header screen appears. Choose F7-Convert (in Sales Order Entry) to convert the quote.

System Parameter > Maintenance > Option Parameters > Order Processing Parameters - Display Open Quote/RGA Message - D

System Parameter > Maintenance > Inventory Controls > Warehouse Maintenance > F5-Add Info - Display Open Qte/RGA Msg - D

Quotes

Duplicate Order/Order History Added 2 options to duplicate either open or closed quotes or orders.

Order Processing > Additional Subsystems > Quotation Subsystem > Quotation Entry > Action at customer number prompt.

Minimum Order Added the same minimum order value check to quotes as Sales Order Entry. A message appears in the quote if it is below the minimum order value and adds an extra charge on the Quote Completion screen.

Order Processing > Additional Subsystems > Quotation Subsystem > Quotation Entry

Manual Ship-To addresses Added function key F6-Cust in F6-ShipTo on Quote Order Header screen. When you press F6-Cust you can choose a customer number to use as the billing address. The address is a manual ship-to address.


Customer Product Number Comments Added ability to define comment code and 2 lines of comments to automatically appear a sales order after a product with a customer product number. This is similar to Product Notes from Product Maintenance.


Order Processing > Maintenance > Order Entry Control Files > Customer Product Numbers

Print/Email Option When you save a quote, you can print, email, or fax the quote. A new option to both Print and Fax was added to those options. This option works with more recent quote printing routine. If this functionality does not work on your system, you may need billable changes to your custom quote.

Order Processing > Additional Subsystems > Quotation Subsystem > Quotation Printing

Convert Order to Quote Use the new Convert Order option on the Action bar to convert an existing sales order to a quote. When you select this option and enter an order number, the system converts the sales order to a quote. The sales order is deleted and referenced on the order/quote log. NOTE: The Convert Order option is separate from the Order Conversion To Quote flag described previously. The Convert Order option is always available. The Order Conversion to Quote flag controls if the Quote option appears as an option when an order is saved in Sales Order Entry.

Order Processing > Additional Subsystems > Quotation Subsystem > Quotation Entry > F10 - Convert Order

Cores You can know create a credit line for a core product only and exchange a core product. The exchange transaction has the exchange product, core product, and core product credit. The Exchange option is not part of the Bill Core Charge prompt in Quotation Entry. You must manually enter the exchange.




Quotation History by Product Number Inquiry Added disposition analysis code labeled DA to the screen.

Order Processing > Additional Subsystems> Quotation Subsystem > Inquiries > Quotation History by Product Number

Quote Selection Inquiry This new inquiry allows you to view quotes based on selection criteria in General Report Interface. The quotes appear in an inquiry similar to Quote Order Inquiry with the same functionality.

Order Processing > Additional Subsystems > Quotation Subsystem > Inquiries > Quote Selection Inquiry

Release Confirmation

Consolidation Process In Release Confirmation, F7-Consol Shipment allows you to choose multiple releases to ship together. This functionality was originally designed for PSS manifest system integration functionality, but was expanded to allow for non-PSS as well. The logic was changed to process the releases in order number sequence. If an order with multiple releases is being processed, the update/hold logic is used until the final release. This change allows you to process releases and immediately print/process the invoice.

Order Processing > Release Confirmation Entry

Continuous Printing

Multiple Continuous Forms Start/Stop A new routine was added that allows you to start/stop of multiple continuous ports at once. You can choose from a list of continuous ports and the routine will start and/or stop them at once.

Order Processing > Processes > Printer Setup & Logoff > Multiple Continuous Forms Start/Stop

Inquiries

Ship-To Filter Added the Ship-To field to the Filter options in the following inquiries

Order Processing > Inquiries > Sales Order Inquiries > Sales Order Inquiry

Order Processing > Inquiries > Sales Order Inquiries > Sales Order History Inquiry

Order Processing > Additional Subsystems > Quotation Subsystem > Inquiries > Quotation By Customer

Order Processing > Additional Subsystems > Quotation Subsystem > Inquiries > Quotation Order History Inquiry

Order Log Inquiry New codes are:

EMLG and FAXG - indicate emailing or faxing RGA documents. NOTE: This might require user-forms custom modification to activate these codes if desire

AOCC – indicates that an order with a credit card authorization is on Administrative Order Hold.

A new log code RFLI was added when the Import RF Batch Order Lines function is utilized in Sales Order Entry (Action > Order Func menu) for importing line items on the sales order from RF Batch Sales Order Entry (/RFBSOE)

If the Change Log Setup screen for orders includes PCK.DATE (pick ticket date), the CHG code appears if the pick ticket date is changed by route date logic.

Order Processing > Inquiries > Sales Order Inquiries > Order Log Inquiry

Order Processing > Batch Ticket Printing > Pick Ticket Printing (CHG code only)



Mass CC authorize in AOI Inquiry The ability to CC authorize sales orders on administrative order hold from with the inquiry screen was added. This option displays the sales orders available for authorization with hold type Z. Any sales orders that have the invoice flag set to Y or multiple credit card payment options will not be displayed in the screen. There will be a note added to the admin order hold notes if the credit card is declined. The reviewed flag on the main AOI screen is set to Y if the order is on hold for Z type only.

F5-Review displays the sales order inquiry screen for review.

F6-Authorize All performs the credit card authorization for all sales orders on the screen that have Authorize flag set to Y.

F8-Authorize Individual performs the credit card authorization for the sales order the cursor is positioned.

Order Processing > Inquiries > Administrative Order Inquiry > Action > CC Auth

Employee Queue Inquiry When an order goes on credit hold and the credit manager sends notes to the user through the employee queue, the user can send notes back to the credit manager by updating the header notes in the Employee Queue Inquiry. The notes screen notifies the credit manager that notes were entered. The credit manager is notified that the sales order is on credit hold for review again. The reviewed flag in Credit Release Inquiry is set back to N.

Order Processing > Inquiries > Employee Queue Inquiry > F5-Review > Action > Notes > Header Notes

W/O All Level Inquiry This option lists all levels of the linked work order for the sales order being reviewed.

Order Processing > Inquiries > Sales Order Inquiries > Sales Order Inquiry > F5-Review > Action > Addtl Opts > WO All Level Listing

Ship-To Statistics In Customer Ship-To Maintenance, the new F9-Statistics key allows you to view sales statistics for the ship-to (similar to overall statistics for a customer).

Order Processing > Maintenance > Customer Ship-To Maintenance >F9-Statistics

Order Processing > Inquiries > Customer Info Inquiries > Customer Ship-To Inquiry >F9-Statistics

Customer Product Open Order Inquiry This new inquiry allows you to view open orders for a customer/product combination. This is similar to the Customer Product History Inquiry, but for open versus historical orders.

Order Processing > Inquiries > Sales Order Inquiries > Customer Product Open Order Inquiry

Contact Management Statistics Inquiry The F5-Review drilldown for the product/order information now displays in descending order date order.

Order Processing > Inquiries > Contact Management Statistics Inquiry > F5-Review

Marketing > Inquiries > Contact Management Statistics Inquiry > F5-Review

Maintenance

Restricted Product Maintenance The matrix maintenance was redesigned to allow more flexibility for different matrix options that do not require state code. The state code moved to the secondary screen for the previous type 1 and 2.

3 new matrix types were added. Type 3 – State/Vendor, Type 4 – Product/Customer and Type 5 - country/product line

To control the types of restricted matrix types, a new Sequence maintenance was added to allow you to define what types are activate.

Order Processing > Maintenance > Order Entry Control Files > Restricted Product Matrix

System Parameter > Maintenance > Order Processing Controls > Restricted Product Matrix Types & Sequence



Quick Price Matrix Entry Added new function key F4-Delete that will allow user to delete all entries displayed on the screen. This will allow for actual deletion of the Price Matrix records in one step.

Order Processing > Maintenance > Pricing Structures > Price Matrix Maintenance > Quick Price Matrix Entry

Customer Maintenance Added new field to Freight Info screen for Commercial/Residential flag to be used with PSS (Parcel Shipping System). Enter C if the customer address is a commercial address or R for residential address. Added a new freight shipping type BRC for Bill Recipient for FedEx collect shipments with PSS.

Order Processing > Maintenance > Customer Maintenance > F7 > F7 – Freight Info

Temporary Customer Conversion You can now enter an existing customer in the Customer# field. When you enter an existing customer, that customer’s existing data is not changed; instead transaction and cross-reference data such as open quotes, open orders, and customer xref files is updated.

Order Processing > Maintenance > Customer Maintenance > F5-Temp Cust Conv

Customer Ship-To Maintenance Added new field to the Freight Info screen for Commercial/Residential flag. Enter C if the customer address is a commercial address or R for residential address. This field is only used for the interface with PSS (Parcel Shipping System).

Order Processing > Maintenance > Customer Ship-To Maintenance > F5 > F7 - Commercial/Residential

Commission Matrix Maintenance You can choose an S method to calculate commissions as a percent of gross profit of sales (similar to Sales Rep Maintenance). You must specify a table that was setup in Gross Profit Range Maintenance where gross profit percent is defined for each commission percent.

Order Processing > Additional Subsystems > Commission Subsystem > Commission Matrix Maintenance

Freight Terms Maintenance Disp. Inbound in RCE - Determines if the amount of inbound freight from the Sales Order

Completion screen appears in the Release Confirmation Entry screen next to the Inbound Freight field. Set this flag to Y to display the inbound freight amount in Release Confirmation Entry screen. Set this flag to N to not display the inbound freight amount in Release Confirmation Entry screen.

Disp. Outbound in RCE - Determines if the amount of outbound freight from the Sales Order Completion screen appears in the Release Confirmation Entry screen next to the Outbound Freight field. Set this flag to Y to show the outbound freight amount in the Release Confirmation Entry screen. Set this flag to N to not show the outbound freight amount in the Release Confirmation Entry screen.

Order Processing > Maintenance > Customer Control Files > Freight Terms

Order Processing > Release Confirmation Entry > F5 - Hdr

Reports

Customer Maintenance Audit Report When a customer is deleted, the customer number, name, address, and phone number are captured in the audit report.

Order Processing > Reports > Miscellaneous Reports > Customer/Ship-To Reports > Customer Audit Reports



Customer Ship-To Maintenance Audit Report When a customer ship-to is deleted, the customer number, name, address, and phone number are captured in the audit report.

Order Processing > Reports > Miscellaneous Reports > Customer/Ship-To Reports > Ship-To Audit Reports

A/R Collections POS Report Several columns were added or moved:

Batch -the batch number from cash receipts.

Cash/ChkAmt - amounts from cash and check payment types.

CC Amt - amounts from credit card payment types.

Amt Received moved to the right of the new columns.

Cash/ChkAmt and CC Amt have subtotals similar to Amt Received.

Order Processing > Additional Subsystems > Point of Sale Subsystem > Reports > A/R Collections Report

Customer Product Usage Report This report provides usage information for the last 2 years for a customer, warehouse, and product number. The report is sorted by product by warehouse. The columns (e.g., Mth1-3, Mth4-6) are the number of months previous from the current month for usage.

Order Processing > Reports > Miscellaneous Reports > Customer/Ship-To Reports

CS & CSB Comments The following documents now print CS and CSB comments at the top of the product section of the documents instead of the bottom of the product section. To use this new functionality, your document print program must be adjusted, which is billable.

Order Processing > Batch Ticket Printing > Pick Ticket Printing, Pick Ticket Reprinting , Packing List Printing, Packing List Reprinting, Bill of Lading Printing

Deposit Balance Report The Date field was added to the report to show the deposit date next to the order number.

Order Processing > Reports > Daily Accounting Reports

Open Backorder Detail Report This report now includes grand totals at the bottom of the report. If you are using multiple currencies, the totals are separated by currency instead of grand total.

Order Processing > Reports > Daily Order Detail Reports

Electronic Entry This is a licensed module. This new feature is available for any customer who has licensed this module.

This menu option allows you to convert spreadsheets with price matrix data into Prelude. The spreadsheet must be saved as a *.csv file stored in the /tmp/ Unix directory. The system can export the current price matrix data to a spreadsheet using key elements setup for its price matrix. This process excludes rental price matrices, retail price matrices, and price matrices using the contract file.

E-Commerce > Electronic Entry > Entry Programs > Convert Price Matrix

Export Price Data This process exports current price matrices to an Excel spreadsheet for the specified criteria. The spreadsheet contains key elements for the price matrix including begin date, end date, and price. You must save the spreadsheet as a *.csv file keep the same columns to import data back into the system.

E-Commerce > Electronic Entry > Entry Programs > Convert Price Matrix > Export Price Data

Build Conversion Data This process imports the price matrix data from a spreadsheet in a *.csv in the TMP directory and prepares it to be uploading into Prelude and updates conversion files for the price matrix data.



E-Commerce > Electronic Entry > Entry Programs > Convert Price Matrix > Build Price Conversion Data

Analyze Data Integrity This process allows you to review the conversion data for the new price matrix data. The Update Option does not update the price matrices information. The Analyze Data Integrity process ensures that data will import into the system without errors. If any errors are found, the system prints an error report for review. You can correct errors in the spreadsheet and reload the data. Otherwise, the data referenced in the errors is not converted into the system.

E-Commerce > Electronic Entry > Entry Programs > Convert Price Matrix > Analyze Data Integrity

Import Price Data This process update of price matrix data in the conversion files into Prelude based on selection criteria. Then the price matrix information from the conversion files updates the standard price matrix files in the system with new prices, dates, etc.

E-Commerce > Electronic Entry > Entry Programs > Convert Price Matrix > Import Price Data



Purchasing

System Level Purchasing Options

EOQ Formula Model Added new option to identify which EOQ equation model to use when calculating EOQ quantities during ICS End Of Month procedure.

Enter 1 to use Gordon Graham’s EOQ method using the following equation:

𝟐𝟒𝐱 𝐑𝐞𝐨𝐫𝐝𝐞𝐫𝐢𝐧𝐠 𝐂𝐨𝐬𝐭 𝐱(𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐃𝐞𝐦𝐚𝐧𝐝)

𝐂𝐚𝐫𝐫𝐲𝐢𝐧𝐠 𝐂𝐨𝐬𝐭 𝐱(𝐑𝐞𝐩𝐥𝐚𝐜𝐞𝐦𝐞𝐧𝐭 𝐔𝐧𝐢𝐭 𝐂𝐨𝐬𝐭

Enter 2 to use Jon Schreibfeder’s EOQ method that uses number of working days per year to calculate replenishment using the equation below.

2x # of work days in past 12 months x Reordering Cost x(

DemandDay

)

Carrying Cost x(Replacement Unit Cost)

System Parameters > Maintenance> Purchasing Controls > Purchasing Parameters

Lead Time Exception Max Days Field name was changed from Lead Time Exception Days to Lead Time Exception Max Days.


Lead Time Exception Min Days Lead times must exceed this number of days to be included in average lead time calculation. For example, if this setting is 4 and a purchase order is received in 3 days that lead time is ignored.


Product Alerts Added Max Usage Alert activate/deactivate the min/max product alert, which notifies a buyer if usage exceeds the maximum settings for a product with frozen controls. Set to N to deactivate this feature.

System Parameters > Maintenance> Purchasing Controls > Purchasing Parameters > F7 – Product Alerts

Added New Product Alert to activate/deactivate the new product alert, which notifies a buyer if a new product was created in Skeleton Entry. Set to N to not use this feature.

System Parameters > Maintenance> Purchasing Controls > Purchasing Parameters > F7 – Product Alerts

Consolidate Usage PN A new flag that determines if related products are consolidated for replenishment during Nightly Processing. Set to Y to consolidate usage for usage related items, which will be checked for onhand, on-order, and commitments when calculating replenishment for the main item. Set to N to not consolidate usage for usage related items for replenishment of the main item.

System Parameter > Maintenance > Option Parameters > Purchasing Parameters - Consolidate Usage PN

Update BQI For Vendor Request For Quotes New system option to suppress Vendor RFQ transactions in the buyer queue if the buyers do not manage those transactions through the buyer queue.

System Parameters > Maintenance> Option Parameters > Purchasing Parameters > Update BQI For Vrfq Releases



Purchase Orders

Purchase Order Entry Select F9-GoTo Line to enter 2 VPNs for searching. The VPNs are searched in the order entered.

Purchasing > Purchase Order Entry > F9-GoTo Line

Blanket Purchase Orders In Purchase Order Entry and Purchase Order Conversion, a new flag of B was added to the line item screen to indicate that the item was sourced from a blanket purchase order. If the blanket purchase order had a comment code (e.g., C, CN) for the sourced product, the comment appears on the purchase order.

Additional Description Display In Purchase Order Entry and Purchase Order Conversion, Disp AddDesc In SOE/QOE/POE displays the additional description when on the line item screen if the product has an additional description.

System Parameters > Maintenance > Option Parameters > Order Processing Parameters

Buyer Queue Inquiry

Recommended P/O Review Screen If Frozen Controls is Y in Product Purch Param Maintenance and the item’s Single Customer flag is also, an S reference appears for the Frozen flag in Recommended P/O Inquiry screen.

Purchasing > Inquiries > Buyer Queue Inquiries > Recommended P/O Inquiry > F5-Edit > F6-Rec Rev

Recommended Work Order Inquiry Added Bill Of Material description to the summary inquiry screen.

Purchasing > Inquiries > Buyer Queue Inquiry > Recommended Work Orders

Product Alerts Products added in Skeleton Product Maintenance, appear in the Product Alert queue for review.

Purchasing > Inquiries > Buyer Queue Inquiry > Product Alerts

System Parameters > Maintenance> Purchasing Controls > Purchasing Parameters > F7 – Product Alerts > New Product Alert

Processes

Customer Usage Adjustments Added usage adjustment utility that will allow you to remove/restore usage demand for a customer. This will allow you to remove historical usage from a specific customer if you lose the business from a customer. If you later get the business back from that customer, you can restore that usage history to properly reflect the demand to consider for replenishment. Note: This is not a new process, but something that was moved from only in the Advanced Forecasting Module and provided in the base application.

Purchasing > Processes> Customer Usage Adjustments > Customer Usage Adjustment Procedure

Move Customer Usage Procedure and Move Customer Usage Procedure – Save-List Added usage adjustment utility to allow you to move historical usage for a customer or customer/ship-to from one warehouse to another (e.g., you decide to service a customer from another warehouse). Also Added usage adjustment utility to move historical usage for a group of customers from a warehouse to another. This utility performs is the same as the Move Customer Usage Procedure, but for a group of customers from a save-list. The historical usage moves to the new warehouse as if you always serviced them from that warehouse. Note: This process was moved from the Advanced Forecasting Module to the base application.

Purchasing > Processes> Customer Usage Adjustments > Move Customer Usage Procedure

Purchasing > Processes> Customer Usage Adjustments > Move Customer Usage Procedure – Save-List



EOM Calendar Close – Selection New option to recalculate purchase parameters for specific products in a warehouse. This routine does not replace the regular EOM Calendar Close routine, but can be used to recalculate purchase parameters for a warehouse if you reconfigure replenishment settings and you do not want to run a full EOM.

Purchasing > Processes > EOM Calendar Close - Selection

Maintenance

Buyer Maintenance Added a new field for Purchasing Manager that creates a new level to define the purchasing manager:

1. Vendor Maintenance > F5-Add Info - Purchasing Manager (vendor level) 2. Buyer Maintenance > Purchase Manager (buyer level) 3. Manager Warehouse Maintenance > Purchasing Manager (warehouse level)

Purchasing Control > Maintenance > Buyer Maintenance

Credit Onhand This flag determines if open credit memo items are used to generate vendor claims in the auto vendor claim warranty rules. Set to Y to include items on open credit memo or set to N to exclude open credit memo items.

Purchasing > Maintenance > Vendor Maintenance > F5-Add Info > F6-Warranty > F5-Rules - Credit Onhand?

Inquiries

Purchase Order Log The Purchase Order Log Inquiry shows a REQ code when a purchase order requisition is converted to a purchase order (formerly CNV). The Reference area includes the requisition number, user id, and date.

Purchasing > Processes > Purchase Requisition Entry

Purchasing > Inquiries > Purchase Order Log Inquiry - REQ

Reports

Recommended P/O Action Report Display both the free freight and order minimums after the vendor break instead of one or the other.

Purchasing > Reports > Nightly Processing Reports > Recommended Purchase Order Action Report

Purchasing > Processes > Nightly Processing

Vendor Maintenance Audit Report When you delete a vendor, the vendor number, name, address, and phone number are captured in an audit report.

Purchasing > Reports > Vendor Audit Reports

Vendor Rebate Report The Vline field was added to Rebate Maintenance screen in Vendor Maintenance to enter vendor rebates based on vendor line. This field is not validated so you must enter the correct vendor line to track vendor rebates. Leave this field blank to calculate vendor rebates as before. The vendor line is part of the selection criteria in the Vendor Rebate Report.

Purchasing > Maintenance > Vendor Maintenance > F5-Add Info > Action > Rebates - Vline

Purchasing > Reports > Vendor Rebate Report - Vendor Line



Inventory

System Level Flags

Replacement Cost Update Set to B to ask the user to update replacement cost when it is changed in P/O Entry and Vendor Invoice Reconciliation Entry.

System Maintenance > Option Parameters > Inventory Parameters - Replacement Cost Update

Product Vendor Cost Update Set to B to ask the user to update product vendor cost it is changed in P/O Entry and Vendor Invoice Reconciliation Entry.

System Maintenance > Option Parameters > Inventory Parameters - Prod Vendor Cost Update

Allocate Stock to N/S Items An A option was added to allocate stock on line items without linkages (except D supply codes) on sales orders, transfers, or work orders. The flag Y still applies to line items with B supply code and no linkage.

System Maintenance > Option Parameters > Inventory Parameters – F5 – Add Info > Alloc Stock To N/S Items

Products/Pricing

Product Special Operations The Special Operation field has a new KL code for kit parent items. These products must have a length pattern and rounding like the L option. Any item with a KL kit parent can have L as the quantity of the component. When the kit component is created in Sales or Quote Order Entry for the kit parent based on length, the quantity of the component defaults to the length entered. For example, the KL kit parent 401605 is added to a sales order with a length of 125, the kit parent item becomes 401605-125. The product description of the kit parent item is the kit parent base item along with the length.

Inventory Control > Maintenance > Product Maintenance > Special Operations

Obsolete Reason Code A new option was added next to the obsolete flag. If the flag is set to a Y, you can choose a reason code for why a product is obsolete if reasons exist in Valid Response Maintenance (VRM) using the code OBS.REAS.CODE. The obsolete message will include reason code and description if present.

Inventory Control > Maintenance > Product Maintenance > Obsolete Rsn

Update Usage On Drop Ships Added to Product Maintenance The Update Usg on Drop Ships? flag was added. If set to Y and a drop ship item is entered on a sales order, the system updates usage for drop ship item at the time of invoicing. If the new option is set to N and a drop ship item is entered on a sales order, the system does not update usage for drop ship item at the time of invoicing. The default for this flag setting is null, so the company level flag is utilized until the flag setting is established with Y/N settings. This flag is an override to the hidden company level flag.

Inventory Control > Maintenance > Product Maintenance > F5 Add Info

Hidden Options Maintenance > Additional Option Parameters - Update Usage on Drop Ship Orders?

Copy Price/Cost on Copy The Copy Price/Cost fields were added to the copy screen for copying products. When flag is Y (default), the price/costs are copied product and product warehouse to the new product. When flag is N, the price/costs from are not copied.

Inventory > Maintenance > Product Maintenance > Product Maintenance > Action > Copy - Copy Price/Cost fields

Pedigree tracking The P option was added to Lot Flag in Product Maintenance for Pedigree tracking, which tracks the change of custody for prescription drugs. For example, the client handles products such as dental wash



or cleaning solutions. When using the P setting, the detail serial number logic is used to track the item and its pedigree lot number. If the detail serial number flag is Y with P flag and the Lot Flag is P, you can set Generate Serial Numbers flag to Y to auto generate serial numbers for the item at Stock Receipts Entry after the pedigree lot number and quantity are entered or N to manually enter the serial numbers.

Inventory Control > Maintenance > Product Maintenance > F5 Add Info > Lot Flag

Available For Sale Added a new C option to Available For Sale, which allows you to sell the item only as a component of a kit product, not on its own.

Product Maintenance > F5-Add Info > Available For Sale


Order Processing > Optional Entry & Printing > Credit Memo Entry

Order Processing > Optional Entry & Printing > Return Goods Authorization Entry

Product Purchasing Usage Product Number Added Ignore Usage PN flag, which determines if the usage product in the product header is used to update usage. Set this flag to N to update the usage product at the product header for usage. Set this flag to Y to ignore the usage product at the product header. The original item is updated with usage.

Inventory Control > Maintenance > Product Maintenance > Product Purchasing Parameters Maintenance > F7-Add Info > Ignore Usage PN Flag

Product Purchasing Safety Minimum Thaw Date Added the safety minimum thaw date field to the right of the Safety Minimum. ICS End of Month Calendar Close checks for the thaw date and removes the safety minimum and thaw date values if needed.

Inventory Control > Maintenance > Product Maintenance > Product Purchasing Parameters Maintenance > Safety Minimum Thaw Date

Product Usage Maintenance The F7-Audit was moved to F5-Audit for consistency of review drilldown operation

Inventory Control > Maintenance > Product Maintenance > Product Purchasing Parameters Maintenance > Usage

Inventory Control > Maintenance > Product Usage Maintenance

ECAT Type Maintenance This maintenance allows you to define valid ECAT Types. Also, Product Ecat Cooling Maintenance was renamed Liter/Cubic Inch/Engine Maintenance, which allows you to define liter, cubic inch, and engine size for each make (e.g., HONDA, FORD). These options are defined in ECAT Information Maintenance in Product Line Maintenance. Press F3 to show items from ECAT Type Maintenance. The keyword rebuild checks the ECAT type for product line as part of the keyword if one exists. If you press F3 in Sales Order Enter to choose a year/model, the Product Automotive After Market Selection screen appears. Once you choose a year and model, select F6-Cooling to use the Product Tagging Entry Cooling screen.

Inventory Control > Maintenance > Product Maintenance > Ecat Type Maintenance

Inventory Control > Maintenance > Product Maintenance > Product Control Files > Product Line Maintenance> F10 Action > Addtl Opts > Ecat Information

Product Characteristic Codes Comment Code You can now use comment code for product characteristic information on sales orders and quotes. Use the style templates 1, 2, 3, and null for this code. Sales and Quote Order Entry check for the new comment code and update the order/quote if necessary. If the comment for the product characteristics exceeds 30 characters (style template 2 & 3), a 2nd comment line is used.

Inventory Control > Maintenance > Product Control Files > Product Characteristic Codes

Order Processing > Sales Order Entry and Quote Order Entry



Price Tapes

Price Tape Pre-Update Report Added Type of Product To Show to allow you to select Existing Products Only, Non-Existing Products Only, or All Products. You can review specific product sets (e.g., product lists that do not exist in Prelude).

Inventory Control > Processes > Price/Cost Update Procedures > Price Tape Update > Price Tape Pre-Update Report

Substitutes Added the ability to add substitutes to the current list of substitutes. If you reference the substitutes field, it will look for the existence of a substitute or add it to the end of the list.

Inventory Control > Processes > Price/Cost Update Procedures > Price Tape Update > Price Tape Update

Stock Receipts

Stock Receipts Entry/Direct Stock Receipts Entry The Freight Tracking for Direct Ships option was added to Action Bar in stock receipt screens for direct ship purchase orders only. The Ship Date field was added to the Freight Tracking screen. The Ship Via field is an override for the purchase order being received. Once the fields on the Freight Tracking screen are entered for stock receipts, the tracking numbers and ship date are cleared for the remaining open purchase order quantity to be received. You can enter values each time the purchase order is received.

Inventory Control > Stock Receipts > Stock Receipts Entry and Direct Stock Receipts Entry> F10 Action > Frt Info > Freight Tracking for Direct Ships

Stock Receipts Entry Press F9-GoTo Line to enter a VPN use for finding a product. The product number is evaluated first.

Inventory Control > Stock Receipts > Stock Receipts Entry > F9-GoTo Line

Transfers

Transfer Shipment Entry Defaulted Ship Date to today’s date, which you can override.

Inventory > Stock Movements > Transfer Shipment Entry

Inventory Adjustments

Entry Load Bin Option You can now adjust inventory from a bin move for new inventory adjustments with type INV. This process includes only products with a bin onhand quantity greater than zero and excludes lot-controlled and serialized items. For warehouses using the advanced warehousing module, only products with a bin available quantity greater than zero are included. Inventory that is bin committed is not adjusted. The ADJ.LOAD.BIN password process was added to prompt for a password.

Inventory Control > Inventory Adjustments > Inventory Adjustment Entry > Action > Load Bin

CV Comment The Warranty Tag comment of CV was added. When you enter comment following a line that has a warranty tag, the comments appears in the warranty tag notes and as a CV comment on the vendor claim. If you enter the CV comment in Inventory Adjustment Entry and it does not follow a line with a warranty tag, the comment appears on the inventory adjustment for reference only and appears as regular C comment in a vendor claim.

Inventory Control > Inventory Adjustments > Inventory Adjustment Entry

Inventory Control > Vendor Claims > Vendor Claim Entry



Universal Product Replacement & Merge

Validation Routine This process looks for reasons Universal Product Replacement/Merge Update did not complete: old/new product being merged has warehouse in physical inventory, old product also merge to product, new product replacing several products. The reports lists report messages and allows you to print/email/fax a report. You must correct errors to complete the Universal Product Replacement/Merge Update.

Inventory Control > Maintenance > Universal Product Replacements and Merge > Universal Product Replacement/Merge Validation

Universal Replacement DOE Process (must be licensed) Convert menu option provides processes to import an Excel spreadsheet of universal product replacement/merge data. This process takes a CSV file stored in the /tmp/ Unix directory and uploads it into the system. The spreadsheet must have column headings for original product number, new product number, and merge/replace type for the import to be successful.

E-Commerce > Electronic Entry > Entry Programs > Convert Universal Product Replacement/Merge

The build process imports the universal product replacement/merge data from an Excel spreadsheet CSV file on the TMP directory into the system to prepare to upload the data. When the data is uploaded, the conversion files for the universal product replacement/merge are updated based on the spreadsheet data.

E-Commerce > Electronic Entry > Reports > Product Replacement Conversion Error Report

The Import process updates the universal product replacement/merge data in conversion files into Prelude’s standard files. If errors occur, you can print a conversion error report. You can also print the Universal Product Replacement/Merge Preview Report (Inventory > Maintenance > Universal Product Replacement and Merge menu) to review the products to be replaced or merged.

E-Commerce > Electronic Entry > Entry Programs > Convert Universal Product Replacement/Merge > Import Product Replacement Merge Data

The Conversion report lists errors from the Import Product Replacement Merge Data process. You must correct the spreadsheet and repeat the steps again to import the universal product replacement/merge data. Otherwise, the data in the errors will not be converted into the system.

E-Commerce > Electronic Entry > Entry Programs > Convert Universal Product Replacement/Merge > Build Product Replacement/Merge Conversion Data

Physical Inventory

Physical Inventory Valuation Report The report was changed to a Report Writer report with standard output options.

Inventory Control > Physical Inventory > Inventory Sheet Procedure & Inventory Tag Procedure > Physical Inventory Valuation Report

Physical Tag Deviation Report The report has 2 new selection criteria: Deviation Value >= and Deviation <=. These values are an absolute value and select records with excess shortage of this value or larger. The report sorts by highest absolute deviation value. Leave these fields blank to include all deviation values as in previous versions.

Inventory > Physical Inventory > Inventory Tag Procedure > Physical Tag Deviation Report

Cycle Counting

Cycle Counting Subsystem bin list Cycle count control maintenance now has a drilldown inquiry to see the list of bins for each daily count frequency. Use the Last Bin counted field to determine where the system is in the list of bins. Press F9 Goto Line to look for the sequence of a specific bin.

Inventory Control > Physical Inventory > Cycle Counting Procedure > Cycle Count Control Maintenance > F5-Bin Sequence Inquiry



End of Year

Procedure This process now uses the standard GRIM Interface for scheduling. Also, you can now process the warehouse file (WHSE.STAT) separately from other files. The flag defaults to Y to allow the process all files at once just as in previous versions.

Inventory Control > Processes > End of Year Procedure

Log Inquiry This inquiry displays the status of files processed during the ICS End of Year Procedure. The file description, user id, begin date, begin time, end date, end time is displayed.

Inventory Control > Processes > ICS End of Year Log Inquiry

Lot Numbers Stock Receipts, Inventory Adjustments, Work Order Completions, and Inventory Adjustment Entry now assigns a suffix for items in a lot when you enter N or NEW to assign a lot. If you enter a lot that already has purchase order number- date, the next lot is appended with a letter in alphabetical order (e.g., lotA, lotB, lotC). For example, you enter an item with a quantity 5 and the first lot assigned is 102650-080609 (purchase order number - date). When you enter N or NEW, the next lot is 102650-080609A and the next one is 102650-080609B. The lot is 15 characters so the purchase order number - date must be less than 15 characters for this feature to work so your purchase order numbers must be 7 digits or less.

Serial Numbers Entry In Serial Number Entry, you can now enter serial numbers for an item if open transactions exist. The transactions appear in the F6-Documents screen when they are considered a confirmation type (shipped quantity on order). For example, an open sales order appeared once the order was entered, picked, and released or a type 06 sales order is entered. The transaction is at a state where a serial number would be entered. For transfers, the open document is a transfer that was entered and has a pick ticket. The number of serial numbers entered must match the quantity of the open lines (i.e., an order with a quantity of 5 shows the same order 5 times for you to add a serial number to each line for a total quantity of 5.

Inventory Control > Processes > Serial Number Entry

Ecat This logic only relates to distributors who have the industry flag set to AAM (auto after market)

Ecat Type Maintenance This maintenance allows you to define valid Ecat types.

Inventory > Maintenance > Product Maintenance > Ecat Type Maintenance

Product Ecat Cooling Maintenance This maintenance was renamed from Product Ecat Cooling Maintenance to Product Ccat Cooling Maintenance. Also, the screen now has liter, cubic inch, engine, and trans type fields. At the bottom, fields for bottom header, top header, height, width, thick, toc, eoc, outlet, inlet, and rows were added.

Inventory > Maintenance > Product Maintenance > Product Ccat Cooling Maintenance (renamed)

Product Make Liter/Cubic Inch/Engine Maintenance This maintenance allows you to set liter, cubic inch, and engine size for each make (e.g., HONDA).

Inventory > Maintenance > Product Maintenance > Product Make Liter/Cubic Inch/Engine Maintenance

Ecat Information The Ecat Information option was added to the product line. Press F3 to see valid Ecat Types. The keyword rebuild checks the ecat type for product line as part of the keyword generation if one exists.

Inventory > Maintenance > Product Control Files > Product Line > Action > Addtl Opts > Ecat Information



Ecat lookup in Order Entry When you press F3 to search for a year/model, the Product Automotive After Market Selection screen appears. When you select a year and model, press F6-Cooling to view the Product Tagging Entry Cooling screen and enter a quantity.

Order Processing > Sales Order Entry - Product Number > F3 lookup > F5-Ecat

Maintenance

Product Line Keywords You can now search product lines using keywords, similar to customers, vendors, and products. In Product Line Maintenance, press F5-Keywords to add keywords beyond the standard description. A new rebuild for Product Line Keywords was added.

Inventory Control > Maintenance > Product Control Files > Product Line

System Parameter > Processes > Rebuild Menu > Inventory Control > Product Line Keywords

Zone Pick Ticket Printer You can now specify a pick ticket printer for a zone to sort pick tickets by zone, page break by zone, or have the appropriate pages of pick tickets print. Note: Custom modification required.

Inventory Control > Maintenance > Bin Files > Zone Maintenance

Company Vendor Cost Maintenance & Inquiry have new fields The following fields were added to this maintenance: Vendor Product Number, Cube, Min Buy Quantity and Package Quantity. These fields are evaluated in the following order: Product Vendor Maintenance, Company Vendor Cost Maintenance, Product Warehouse Maintenance, and Product Maintenance

Inventory Control > Maintenance > Product Maintenance > Company Vendor Cost Maintenance

Inventory Control > Inquiries > Maintenance Inquiries > Product Inquiries > Company Vendor Cost Inquiry

Bin Replication Maintenance This process allows you to specify bin location for creating new bin locations.

Inventory > Maintenance > Bin Files > Bin Replication Maintenance

Expense Type Product Line Maintenance Expense Type has a new field that allows you to flag a product line as an expense type to double check that all service items are assigned to an expense type product line. The system also verifies that expense type products lines use expense type GL accounts.

Inventory > Maintenance > Product Control Files > Product Line

Inquiries

Product Availability Inquiry This inquiry displays product availability information for all warehouses for a product. Press F5-Inventory Inquiry to view the Inventory Inquiry screen for the warehouse.

Inventory Control > Inquiries > Availability Inquiries > Inquiries > Product Availability Inquiry

Transaction Audit Inquiry The Consigned Value was added to the inquiry screen. This field includes the vendor consignment inventory value for a product/warehouse. The Vendor Claim Log uses a new transaction code, VCW, to indicate that a vendor claim was issued for warranty tag inventory. This does not show inventory onhand change, but allows for drilldown into the historical vendor claim.

Inventory Control > Inquiries > Transaction Audit Inquiries > Transaction Audit Inquiry

Product Usage Inquiry The F7-Audit was moved to F5-Audit for consistency of review drilldown operations

Usage Audit Inquiry The F5-Review drilldown for L/S code now shows lost sales details.



Inventory Control > Inquiries > Transaction Audit Inquiries > Usage Audit Inquiry

The PUA code in Product Usage Inquiry indicates that usage was moved because of a Usage Product Number. If you remove the Usage Product Number, the PUA code is reversed out for the usage postings. If Ignore Usage PN is Y at the product warehouse, the usage is not posted. If Ignore Usage PN is Y after the Usage Product Number was entered and usage was posted, the PUA code is reversed out for those usage postings. If Ignore Usage PN is changed to N later, the PUA code is updated with usage postings as if a Usage Product Number is still assigned.

Inventory Control > Inquiries > Transaction Audit Inquiries > Usage Audit Inquiry

Product Make/Model/Year Inquiry This inquiry displays make/model/year information for a product. This only applies for distributors that have the industry flag set to AAM (auto after market)

Inventory > Inquiries > Maintenance Inquiries > Product Inquiries > Product Make/Model/Year Inquiry

Product Receipts Inquiry This inquiry now shows products received on Type 07 and 08 purchase orders if they have valid product numbers. Stock receipts now updates the file related to this inquiry for these 2 purchase order types.

Inventory > Inquiries > Stock Receipts Inquiries > Product Receipts Inquiry

Related Products Inquiry A new inquiry was added to show related products for a product as assigned in Product Maintenance. This inquiry was added to the Inquiries menu in the Action Bar of Inventory Inquiry. A new code, REL, was added to the message line in Inventory Inquiry, Order Entry, etc.

Inventory > Inquiries > Maintenance Inquiries > Product Inquiries > Related Products Inquiry

Inventory > Inquiries > Inventory Inquiry > Action > Inquiries > Related Products Inquiry

Reports Vendor On-Time Receipts/Quality Report

If you choose the Detail (D) option for this report, the Suppress Warehouse Breaks field that follows is now accessible. Enter Y to suppress warehouse breaks and provide a company-wide detail report. In previous versions, Suppress Warehouse Breaks only applied to the Summary (S) options.

Inventory Control > Reports > Stock Receipts Reports > Vendor On-Time Receipts/Quality Report

Inventory Available for Backorders Report The Document Type field was added to selection for the report. Enter S to limit report to sales orders, T to limit report to transfers, or W to limit report to work orders. Leave blank to include all types.

Inventory Control > Reports > Stock Status Reports > Inventory Available for Backorders

Updated to Standard Report These reports are now report writer reports with standard output options.

Onhand w/No Sales Report - You can also now sort the report by descending onhand value (D option). The report will show product detail data with no break totals. Inventory Control > Reports > Sales Status Reports > Onhand w/No Sales Report

Monthly Stock Transfer Shipping Report Inventory Control > Reports > Stock Movement Reports > Monthly Stock Transfer Reports > Monthly Stock Transfer Shipping Report

Monthly Stock Transfer Receiving Report Inventory Control > Reports > Stock Movement Reports > Monthly Stock Transfer Reports > Monthly Stock Transfer Receiving Report

Vendor Claim Surplus Report & Update The last purchase order number for the product was added to the report. The purchase order number is next to the second line of product description.

Inventory Control > Vendor Claims > Vendor Claim Surplus Report & Update



YTD Shrinkage Report The report was changed to a report writer report with standard output options. The following selection criteria were added:

(C)urrent/(P)revious Year - Enter C for current year values or P for previous year values.

Beginning Month -: Enter the beginning month to be included in the report selection.

Ending Month -: Enter the ending month to be included in the report selection.

Inventory > Reports > Inventory Valuation Reports > YTD Shrinkage Report

Product Maintenance Audit Report When a product is deleted, the product number and description are now captured for the audit report.

Inventory> Reports > Miscellaneous Reports > Product Maintenance Audit Reports

Transfer Pick Ticket Reprinting You can now reprint transfer pick tickets if you use warehousing and RF Transfer Picking. You cannot generate a transfer release or print a transfer pick ticket if the transfer is for a warehouse using RF Transfer Picking. If the transfer release exists, you can reprint it.

Inventory > Stock Movements > Transfer Pick Ticket Reprinting

Transfer Shipping Label Printing A new label print routine was provided for transfers to allow you to print a shipping label for transfers.

Inventory > Stock Movements > Transfer Shipping Label Printing



Marketing

System Level Flags

Auto Generate Contact This flag determines if a contact record is automatically created when you create a new customer. Set to Y or Null to automatically generate a contact when you create a new customer based on the customer’s contact data. Set to N to not automatically generate a contact when creating a new customer for the contact information entered. In previous versions, the system performed as Y or Null flag setting.

System Parameter > Maintenance > Option Parameters > Marketing Parameters > Auto Generate Contact

Reports

Contact Maintenance Audit Reports When a customer contact is deleted, the prospect number, name, address and phone are now captured for the audit report.

Marketing > Reports > Contact Maintenance Audit Reports



Accounts Receivable

System Level Flags

NOTE: In addition to these new fields, the fields on the A/R Parameters screen were reorganized.

C/R Discount Grace Period This field determines a grace period is applied to the discount date for accepting unearned discounts in Cash Receipts Entry. Enter the number of grace period days to apply to discount dates on invoices during cash receipts to automatically allow the discount amount. When you enter the number of days, you must also enter an unearned discount reason code. If C/R Discount Grace Period is blank, you do not need to enter an unearned reason code. In Cash Receipts Entry, the system will check for C/R Discount Grace Period value. If a value exists, the discount is allowed per the discount date plus the grace period days. The unearned reason code is automatically updated for the discount amount. If the current date is past the discount date plus the grace period days, the discount amount defaults to zero as before. To override the discount amount, the unearned discount message appears and an unearned discount reason code is required. NOTE: The invoice’s discount date does not change to apply the number of grace period days Cash Receipts Entry. Once you enter the C/R Discount Grace Period, the discount date plus the grace period days is calculated in the background automatically.

System Parameter > Maintenance > Option Parameters > Accounts Receivable Parameters - C/R Discount Grace Period

A/R Aging Date This field determines if A/R is aged based on invoice date or due date: I for invoice date or D for due date (default). This setting affects processes like standard aging reports and Account Receivable Inquiry.

System Parameter > Maintenance > Option Parameters > Accounts Receivable Parameters - A/R Aging Date

Print Receipt in ARCC This flag determines if a payment receipt prints when you apply a credit card to a customer’s A/R in Credit Card Payment Entry. Select Y to print a receipt or N to not print receipt. The receipt is printed to the default printer. Any modifications to the standard receipt are user-forms changes that are billable.

System Parameter > Maintenance > Option Parameters > Accounts Receivable Parameters - Print Receipt in ARCC?

Auto Cust Job Cred Chk This flag determines if the Auto Customer Credit Hold Procedure evaluates at the job level. If an invoice is over the allowed number of days, the job goes on auto customer credit hold. If a sales order is entered for that job, the sales order is placed on credit hold. If a sales order is entered for the same customer but a different job that does not have the auto credit review flag set, the sales order is not placed on credit hold.

System Parameter > Maintenance > Option Parameters > Accounts Receivable Parameters - Auto Cust Job Cred Chk

Auto Cust Days Past Due The number of days past due to use when Auto Customer Credit Hold Procedure evaluates jobs.

System Parameter > Maintenance > Option Parameters > Accounts Receivable Parameters - Auto Cust Days Past Due

Cash Receipts

Post Date If the post date field in Cash Receipts does not match the deposit date, a warning message appears.



A/R Payment Entry A new payment routine that is similar to A/R Credit Card entry, but also allows you to post money to a customer for on-account (versus payment) using other means like cash, credit card, or checks. This routine will also allow you to generate a receipt of the payment.

Accounts Receivable > Processes > A/R Payment Entry

Credit Collections

Access Method The security access code was converted to an alternative method for organizing collections. A new A/R system option allows you to continue with security access code or by credit manager.

Systems > System Parameters > Maintenance > Option Parameters > Accounts Receivable > Credit Coll Access Method

Collection Code This is a new code, presented before you enter manual collection notes. This code allows you to categorize the calls or notes as you need to. These codes can be setup in Valid Response Maintenance using the code CRED.COLL.CODE for validation, searching, and consistency. You can enter the code in Collection Entry screens and all inquiry and reports that show collection notes.

Collection Notes The CRED.COLL.HIST.NOTES file now stores all note information to allow for easier reporting if needed.

Maintenance

A/R Invoice Maintenance Added Payment Terms to the A/R Maintenance screen. If the terms are changed, the due date and discount date are recalculated to reflect the new terms and adjust the open accounts receivable invoice for the remaining duration for aging or payments in cash receipts.

Accounts Receivable > Maintenance > A/R Invoice Maintenance

Reports

Aged A/R Warehouse Summary Report New totals-only report that provide a summary of aging information for the selling warehouse.

Accounts Receivable > Reports > A/R Aging Reports > Aged Accounts Receivable Warehouse Summary Report



Accounts Payable

Manual Invoice Entry

P/O Number Validation The Manual A/P Invoice Entry process now checks the P/O number entered. If the number exists in the purchase order log and matches the vendor on the invoice, the Purchase Order Log Inquiry is updated with APPM code. Press F5-Review to view the Vendor Invoice Inquiry screen (similar to APP code).

Accounts Payable > Manual Invoice Entry > P/O Number

Purchasing > Inquiries > Purchase Order Log Inquiry – APPM

User Limits The Man A/P Inv Limit flag was added to User Id Maintenance to allow you to set a maximum manual A/P invoice value for the user. If the user enters a manual A/P invoice that exceeds this value, it goes on hold.

System Parameter > Maintenance > User Identification Maintenance > F5-Administrative

Accounts Payable > Manual Invoice Entry

Debit Memo/Credit Entry You can create a debit/credit memo after a receiver is reconciled in Vendor Invoice Reconciliation. You must enter a receiver number, amounts, and comments to update the receiver and print a debit memo.

Accounts Payable > Manual Invoice Entry > F10 > Addtl Optns > Additional Invoice

Manual Check Entry

Comments Press F6-Comment to add a comment to a manual check.

Accounts Payable > Check Processing > Manual Check Entry > F6-Comment

User Limits The Manual Check Limit flag was added in User Id Maintenance to set a maximum Manual Check value. The user can only enter manual checks in amount less than this amount.

System Parameter > Maintenance > User Identification Maintenance > F5-Administrative

Accounts Payable > Check Processing > Manual Check Entry

Special Check Run A new invoice status S was added to select invoices to include in a separate special check run. Those checks can be run separately from the normal check run as needed for your business. When you select the special check run batch type in check selection, only invoices with the status of S are selected.

Accounts Payable > Maintenance > Vendor Maintenance > F6-A/P - Payable Method

Accounts Payable > AP/PO Subsystem > Vendor Invoice Reconciliation > Invoice Reconciliation Entry - Status

Accounts Payable > Manual Invoice Entry - Status

Accounts Payable > Processes > Payment Selection/Print - Batch Type

Maintenance

A/P Credit Card Clearing GL Account The F6-A/P Credit Card Clearing GL screen allows you to override the A/P Credit Card Clearing account in the general ledger table. This GL account is used for a vendor with Payable Method set to C (credit card). When you pay a vendor with a C Payable Method, the vendor you enter for CC Payment Vendor should have the override account for A/P Credit Card Clearing.

Vendor Maintenance > F6-A/P > F5-G/L Info > F6-A/P Credit Card Clearing GL



A/P Manager Id Added an option to override the A/P manager in Warehouse Manager Maintenance. This Manager ID is used when a receiver goes on hold and appears in the Accounts Payable Released queue (/APRI).

Vendor Maintenance > F6-A/P > A/P Manager Id

Intercompany Vendor The Status field has a new V option to enter an Intercompany Vendor A/P G/L account. This setting is for internal vendors for which you want to automate postings but do not need to generate payable checks to pay invoice. When a receiver is reconciled in Vendor Invoice Reconciliation, it automatically pays the invoice and posts the transaction to the Vendor Invoice A/P G/L account versus posting to the Open Accounts Payable G/L account and requiring a check run to clear the invoice.

Vendor Maintenance > F6-A/P > Status

Max Discrep Dollars Enter the maximum amount that may be posted to the discrepancy account in Vendor Invoice Reconciliation Entry. This field overrides to the system-level setting. The hierarchy is:

1. 1st - Vendor Maintenance > F6-A/P - Max Disc Dol field (vendor level) 2. 2nd - Accounts Payable Parameters - Max Discrepancy Dollar field (system level)

Accounts Payable > Maintenance > Vendor Maintenance > F6-A/P - Max Discrep Dollars

Max Discrep Percent Enter the maximum percent that may post to the discrepancy account in Vendor Invoice Reconciliation Entry. This field overrides the system-level field setting. The hierarchy is:

1. 1st - Vendor Maintenance > F6-A/P - Max Discrep Percent field (vendor level) 2. 2nd - Accounts Payable Parameters - Max Discrepancy Percent field (system level)

Accounts Payable > Maintenance > Vendor Maintenance > F6-A/P - Max Discrep Percent

Invoice Margin If a discrepancy between a vendor’s invoice and a purchase order is less than this amount, the discrepancy automatically posts to G/L. This field overrides to the system-level setting. The hierarchy is:

1. 1st - Vendor Maintenance > F6-A/P - Invoice Margin field (vendor level) 2. 2nd - Accounts Payable Parameters - Invoice Margin field (system level)

Accounts Payable > Maintenance > Vendor Maintenance > F6-A/P - Invoice Margin

Inquiries

Accounts Payable Check Inquiry The new Cleared field displays a Y if the check was cleared in the bank reconciliation procedure.

Accounts Payable > Inquiries > Accounts Payable Check Inquiry > Cleared

Select F7-Comment to view comments added at the time of Manual Check Entry.

Accounts Payable > Inquiries > Accounts Payable Check Inquiry > F7-Comment

A/P Hold Inquiry This new inquiry shows all open A/P invoices that are on Hold. This inquiry includes vendor number, description, invoice number, invoice amount, and merchandise amount. It will provide drilldowns into Accounts Payable Invoice Entry or automatic release from status Hold to Open.

Accounts Payable > Inquiries > A/P Hold Inquiry

Other Options These following options can be retrofitted as required with custom logic, which is billable.

ACH Payments: ACH payment options in A/P check printing that conform to United States NACHA formats and some Canadian banking formats.

Positive Pay: Positive Pay option to automatically send or FTP positive pay file to your bank



General Ledger

G/L Table

G/L Table Maintenance Audit & Report Added an option to track and audit changes in G/L Table Maintenance.

Systems > System Parameters > Maintenance > Option Parameters > File Update Parameters > G/L Table Maint Audit

General Ledger > Reports > GL Table Maintenance Audit Report

Financial Report Manager Two columns were added: CYTD (YTD Activity This Year) and PYTD (YTD Activity Prior Year).

General Ledger > Financial Report Manager > Financial Report Column Maintenance

Reports

Balancing Renamed the menu from Inventory Balancing to Balancing, and added 2 options for Accounts Receivable and Accounts Payable.

Accounts Receivable and Accounts Payable This is a rewrite of the previous AR.BALANCE and AP.BALANCE routines to be more user friendly. The previous version was originally written for a programmer to review, but it had gotten into the hands of the end user. Therefore, we wrote the routine to have ability to schedule and read the results more easily.

Inventory Provide a new report Product/Product Line Evaluation. This report works with the new Expense Type field in Product Line Maintenance to compare products to assigned product lines and verify proper settings for service products and product lines. This helps qualify that all service products are assigned to expense type product lines that have expense G/L accounts for their inventory accounts. This report also verifies that a non-service product are not accidentally assigned to an expense product lines. Added Inventory Receiver Accrual Report and Vendor Claim Accrual Report to provide accrual related totals to balance to your inventory type accrual accounts on the general ledger.



Sales Analysis

Sales Forecast

Sales Forecast Maintenance Add a new matrix type 8 – Customer/Product. This allows for Projected and Potential Sales for any customer/product combination.

Sales Analysis > Sales Forecast > Sales Forecast Maintenance

Forecast Work File Build Added logic to support the new type 8 matrix that supports customer/product.

Sales Analysis > Sales Forecast > Forecast Work File Build

Forecast & G/P By Customer/Product Report New report that provides sales and gross profit related to matrix tracking of customer/product

Sales Analysis > Sales Forecast > Forecast & G/P Customer/Product Report

Forecast By Customer/Product Report New report that provides report output for sales related to matrix tracking of customer/product

Sales Analysis > Sales Forecast > Forecast By Customer/Product Report

Year End Processing

Sales Analysis Year End The Sales Analysis Year End Procedure was updated with the standard GRIM Interface. You can also process specific files to allow for parallel processing on different terminals to shorten the execution time of year-end. The flag settings default to Y to allow the process all files as in previous versions. This was written. All files must still be processed during year-end.

Sales Analysis > Year End Procedure

Sales Analysis Year End Log Inquiry This inquiry displays the status of files processed during the Sales Analysis End of Year Procedure. The file description along with the user id, begin date, begin time, end date, end time are listed. This inquiry allows you to see the progress of the year-end routine and what files were processed and how long each update for each file took to execute.

Sales Analysis > Year End Log Inquiry



BMW/Work Orders

Systems Level Flags

Prorate Burden By Completion This flag determines if the burden items for a partial completion are based on the issued amount or prorated based on quantity completed. Enter Y or Null (previous functionality) to prorate burden items by completion quantity. Enter N to prorate burden items by quantity issued for labor. For example, if Y or Null and labor hours are entered as 5 in Miscellaneous Entry, a partial completion of 2 is prorated based on quantity completed. If N, the full 5 labor hours that were issued to the work order roll to the cost of the work order.

System Parameter > Maintenance > Option Parameters > BMW/Work Order Parameters - Prorate Burden By Completion

Work Order Entry The ability to enter/view attachments was added to the work order in Work Order Entry.

BMW/Work Order > Work Order Entry > F10 > Notes > Header Attachments

BMW/Work Order > Work Order Entry > F10 > Notes > Line Attachments

Work Order Completions

Work Order Release Accepted You can now enter a work order pick ticket release number for the work order number in work order completions so you can scan barcodes on documents to help with keying the work order number for RF or regular work order completions.

BMW/Work Order > Work Order Completions



Rental

System Level Flags

Order Update Meter Reading This flag controls when the meter reading updates the equipment record. Normally, the meter reading is captured in the order and the meter reading is updated once the order is invoiced. If this flag is Y the meter reading is updated when you save the order.

Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters > F5 – Add Info

Selling Price Worksheet If this field is Y and you choose to sell a rental item directly from the rental order, a new screen appears that can help you define the final selling price for the rental item. You can apply a percent of the total rental dollars toward the final selling price of the item.


Maintenance Method This flag controls whether rental equipment is maintained with a shop repair order (S option) or a work order (W option). The maintenance shop repair order is generated when a rental item is returned. The maintenance work order is automatically generated during Nightly Processing.


Rental Orders

Rental Order Entry has a No Action option The No Action option was added to the print dialog box that appears when you save a rental order. If you choose No Action, the rental order does not print a pick ticket.

Rental > Rental Order Entry > F2 Save

Rental Order Entry Reservation Print When you reserve a rental item, you can print a reservation document. Choose No Action to skip printing the reservation document and exit the rental order. This option require billable user-forms updates.

Rental > Rental Order Entry > F2 Save

Maintenance

Rental Status Maintenance – New Missing Status The Status field has a new option: M for missing that you can choose in Rental Status Maintenance. The serial number cannot be rented or sold for items with an M status. The unit is updated as non-nettable.

Rental > Maintenance > Rental Status Maintenance

Rental Statistics in Customer Maintenance/Inquiry Select the new F7-Rental Stats option to see rental sales information, which is now stored separately from the main F9-Statistics screen.

Order Processing > Maintenance > Customer Maintenance > F9-Statistics > F7-Rental Stats

Order Processing > Inquiries > Customer Info Inquiries > Customer Inquiry > F9-Statistics > F7-Rental Stats

Equipment Maintenance Maintenance schedule screen was redesigned in Equipment Maintenance to support the new service reminders logic for customer sold or repaired equipment in Shop/Repair. On the Action Bar, Parts was replaced by Maint Sch. This new option allows you to define all maintenance schedules. Once you define maintenance schedules, products and quantities can be defined per maintenance code. If you use



scheduled maintenance for your rental equipment, a conversion utility will be run as part of the upgrade process to load your existing data in the new format. This conversion does not require any further setup to continue using the traditional scheduled maintenance logic for your rental equipment.

Processes

Customer ranking includes rental sales The Customer Ranking Procedure (stand alone process and part of month end) now calculates rental sales as part of the totals for customer ranking.

Inventory > Processes > End of Month Calendar Close

Order Processing > Processes > Customer Ranking Procedure

Inquiries

Customer Performance Summary Inquiry The F5-Rental function key was added to the inquiry. The rental sales information for YTD and Previous YTD sales, returns, gross profit are now stored separately from the main screen.

Order Processing > Inquiries > Customer Info Inquiries > Customer Performance Summary Inquiry

Reports

Equipment Sales History Report has a new sold column The Options Summary area of the report has a new Sold column to show the quantity of equipment sold.

Rental > Equipment Subsystem > Reports > Equipment Sales History Report



Shop Repair

Systems Level Flags

Update Meter Reading This flag controls when the meter reading updates the equipment record. Normally, the meter reading is captured in the order and the meter reading is updated once the order is invoiced. If this flag is Y the meter reading is updated when you save the order.

Systems > System Parameters > Maintenance > Option Parameters > Shop/Repair Parameters > Update Meter Reading

Service Reminders If this flag is Y, when you save a shop order you can create or edit a service reminder.

Systems > System Parameters > Maintenance > Option Parameters > Shop/Repair Parameters > Service Reminders

Display Sales Comments New flag to show sales comments when you save the shop header screen (similar to sales order entry).

Systems > System Parameters > Maintenance > Option Parameters > Shop/Repair Parameters > Display Sales Comments

Shop Repair Order Entry

Shop Repair has a new Multi Job option The F9-Mult Job option allows you to enter a serial number to create a job for each serial/model. Once you enter the serial number, the model defaults or a selection screen appears if the serial number exists for multiple models. If you use the multiple job function, a CB comment line is added to the model/serial description. Also, the Recap screen shows the model/serial next to the job description. If the shop order contains multiple jobs, you can add new product(s) to multiple jobs using the space bar to tag each job.

Shop Repair Order Entry > F7-Job > F9-Mult Job

Shop Labels New option in the Print screen allows you to print shop labels with information about the product being repaired. A label is generated for each job with a product/serial number to repair. You can also print these labels continuously.

NOTE: This label was designed to print on a Zebra printer with 2.25 x 2.50 labels. This new form program will require some Time & Material billable programming to implement or adjust the format.

Shop/Repair > Shop Repair Order Entry

Shop/Repair > Batch Printing > Shop Repair Label Printing

Systems > System Parameters > Maintenance > Inventory Controls > Warehouse Maintenance > F6 – Printing > F5 – Cont Labels Setup > Shop Labels

Service Reminders

Schedule Code Maintenance This process defines maintenance schedules for a piece of equipment. The schedules can be by days, hours, or meter readings.

Shop Repair > Maintenance > Schedule Code Maintenance

Service Reminder Maintenance This process creates a service reminder for a model and serial number. Then, you can set up maintenance codes for with the customer needs to be notified. For each maintenance code, enter the last maintenance date, next maintenance date, and the notification method.

Shop Repair > Maintenance > Service Reminder Maintenance



Equipment Maintenance You can create a service reminder in Equipment Maintenance by specifying a maintenance schedule and then defining a notification method on the maintenance schedule screen. The service reminder notification method can be F – Fax, E – Email, or P – Postcard.

Rental > Equipment Subsystem > Maintenance > Equipment Maintenance > Maint Sch

Shop Service Reminder Printing This new User-Forms document can be modified on a time and material basis as needed. This document can generate an email, fax, or post card. The post card is designed to print four service reminders per page, front and back, on a duplex printer. The front page contains the mailing address and the backside contains the model/serial number information along with the information for the required maintenance.

Shop Repair > Batch Printing > Shop Service Reminder Printing

Shop Repair Order Entry You can create a service reminder when you complete a job on a shop repair order. When the job is complete, the message “Do you wish to create or modify a service reminder?” appears. If you select Yes, a service reminder screen you can define or modify the maintenance schedule.

Processes

Technician Job Assignment This is a new work queue used in assigning open jobs to a service technician. The inquiry shows all open jobs that are not assigned to a technician. You can sort the jobs by a user-defined job priority code. Once a job is assigned to a technician, a shop ticket document will be generated.

Shop Repair > Processes > Technician Job Assignment

Maintenance

Job Priority Maintenance This maintenance is used to define the job priority codes. These are user-defined codes used to sort the Technician Job Assignment screen.

Shop Repair > Maintenance > Job Priority Code Maintenance

Default Parameter Maintenance A field was added to define the default job priority code for each new job added to a shop repair order.

Systems > System Parameter > Maintenance > Option Parameters > Default Parameter Maintenance > F5 – Addit Info > Job Priority Code

Scheduling Calendar

Scheduling Calendar Appointments On the Shop/Repair Appointment Entry screen, a new option for F6 - Tech Email was added. This option allows you to send a basic text email to the technician assigned to the job. The email includes scheduled date and time, promised date, customer information, model/serial number information, and problem notes.

Shop Repair > Processes > Calendar Scheduling > Scheduling Calendar Appointment Entry > F6 – Tech Email



Warehousing

Bin Maintenance/Replenishment

Bin Replenishment Processing has a new bin minimum percent option The Bin Minimum Adj Percent field was added to the GRIM Interface screen. Enter the percent to increase/decrease the bin minimum quantity for calculating bin replenishment. For example, if you enter 20, the bin minimum increases by 20% for bin replenishment. If you enter -20, the bin minimum decreases by 20% for bin replenishment. This value is only for the current bin replenishment process. If the field is blank or 0 is entered, bins are replenished using the bin minimum in Bin Replenishment Maintenance.

Warehousing > Bin Replenishments > Bin Replenishment Processing

Bin Replenishment Min/Max Recalculation The replenishment recalculation routine can now analyze frozen controlled replenishments with the preview option. This option allows you to analyze replenishments on frozen control and determine if any should be updated or removed from frozen control.

Warehousing > Bin Replenishment Processing > Bin Replenishment Min/Max Update

Stock Receipts

Limit over receiving in RF stock receipts Warehouse Address Maintenance has a new option to limit over-receiving in RF stock receipts. Enter the variance to use to check the quantity received in the RF stock receipt screens (RF SRE, RF Multi SRE, OTW Receipts, Batch Stock Receipts). If you enter 0, the user cannot over receive the quantity. This value does not place the purchase order on hold. If the variance is reached, the user receives an error message and cannot save the entry. The user must enter another value that is less than the variance for over receipt. If the variance is blank, the received quantity is not checked. Other RF receiving routines where receiving is not done by product do not perform this check. New lines added in receiving are also excluded from this check. The warehouse level setting can be overridden at the product line level.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing > F8 – Recv > RF Over Received Variance

Warehousing > Handheld RF Menu > Processes > Recv & Putaway > Stock Receipts

Warehousing > Handheld RF Menu > Processes > Recv & Putaway > Multi P/O SRE

Warehousing > Truck Mount RF Menu > Processes > Recv & Putaway > Stock Receipts

Warehousing > Truck Mount RF Menu > Processes > Recv & Putaway > Multi P/O SRE

Update option in RF stock receipts Warehouse Address maintenance has a new option, RF SRE Post Batch Prompt, that allow the RF stock receipts user to update the stock receipt. Enter Y ask the user to post the stock receipts transaction. If the user selects Yes the stock receipt is updated as received. When you receive multiple purchase orders in the RF Multi SRE screen, the message appears for each purchase order. Enter N to not allow users to update stock receipts and keep the previous functionality.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing > F8 – Recv > RF SRE Post Batch Prompt





Product Line option to not allow over receiving in RF stock receipts A new option in Product Line Maintenance limits over receiving in RF stock receipts. You can define a variance quantity to check the quantity received in the RF stock receipt screens (RF SRE, RF Multi SRE, OTW Receipts, Batch Stock Receipts). If you enter 0, the user cannot over receive the quantity. This



value does not place the purchase order on hold. If the variance is reached, the user receives an error message and cannot save the entry. The user must enter another value that is less than the variance for over receipt. If the variance is blank, the received quantity is not checked. Other RF receiving routines where receiving is not done by product do not perform this check. New lines added in receiving are also excluded from this check. The product line setting overrides the warehouse setting.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing > F8 – Recv > RF Over Received Variance

Inventory > Maintenance > Product Control Files > Product Line > RF OverRcvd Variance





Putaway

Stock receipts putaway has a new Tote bin option The putaway method T (Tote) refers to a putaway method that assigns mobile bins (totes) to zones for sorting products by zone. The system prompts for a tote bin for each zone that has products to put away. Once you enter a product and From Bin, the quantity and To Bin default. When the tote bin is full, another empty tote bin is assigned to the zone. Once putaway is completed, the totes destination zone is cleared.

Warehousing > Handheld RF Menu > Processes > Recv & Putaway > Bin Putaway Ent

Warehousing > Truck Mount RF Menu > Processes > Recv & Putaway > Bin Putaway Ent

Bin Putaway Entry The sequence of the bin and putaway method fields on the screen were switched: putaway method is followed by bin. If putaway method is P for primary, you can enter multiple bins for putaway. The putaway process reviews all products in putaway for the bins entered and sorts products for putaway in one session. If putaway method not P, the system accepts one bin as before.



Case verifications in RF Putaway A new option in Warehouse Address Maintenance allows you to verify the case quantity. Enter B to prompt for the primary case bin quantity from the product warehouse when you use the SR Putaway Ent for putaway method B (bulk). Enter P to prompt for the product case pack quantity from the product when you use SR Putaway Ent for putaway method B (bulk). All other putaway methods work as before. If the case quantity is changed in SR Putaway Ent, the maintenances are updated accordingly.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing > F8 – Recv > Putaway Bulk – Case Qty Verify



RF Processing

RF Order Picking shows the ship via for a selected release The ship via field was added for display next to the sales order release number on the selection screen.

Warehousing > Handheld RF Menu > Doc Picking > Order Picking

RF Order Picking – OLI Update Update OLI at Start of Picking determines if the Order Log Inquiry is updated when a sales order release is assigned to a user for picking.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing



Order Processing > Inquiries > Sales Order Inquiries > Order Log Inquiry (/OLI) > Code = PIC with a reference of Start

RF packing A new option in Warehouse Address Maintenance called RF RCE Display Header Screen was added. Enter Y to show the release header screen in RF/Truck Mount Release Confirmation screen after you enter the release number. You can review and edit the release header information before updating the release confirmation. Enter N to skip the release header screen in RF/Truck Mount Release Confirmation screen after entering release number.

Warehouse Address Maintenance > F7 – RTS > F5 – Warehousing

Warehousing > Handheld RF Menu > Doc Picking > Release Cfm Pcking

Warehousing > Truck Mount RF Menu > Doc Picking > Release Cfm Pcking

RF Release Confirmation packing The release header number of pallets field was added to the release header screen that appears at the end of picking.

Warehousing > Handheld RF Menu > Doc Picking > Release Cfm Pcking

Warehousing > Truck Mount RF Menu > Doc Picking > Release Cfm Pcking

RF bin move entry The case quantity appears on the last line on the screen to the right of product class. Primary Case Qty in Product Warehouse Maintenance is checked first. If that field is null, Case Pack Quantity in Product Maintenance is used (Action Bar> Addtl Opts > Package Information).

Warehouse > Handheld RF Menu > Processes > Indiv Bin Movement

Maintenance

Validate RF Entry This process was updated to put a space at the end of the To Bin for validation and to force the scan if a value is defaulted. Previously, the To Bin was not adding a space at the end to force the scan when a value was defaulted for the To Bin.

Warehouse Maintenance > F7-RTS Maint > F5-Warehousing - Validate Radio Frequency Entry

Inquiries

Product Bin Inquiry Several new fields were added to the /PBI screen on the terminal only (not the RF/Truck Mount screens). Status is the stocking status code for the product. Zone is the zone for the primary bin. Bin Type is the bin type for the primary bin. Type is the bin type for each bin in the bin list. Repl is the auto replenish flag setting for each bin in the bin list.

Warehousing > Inquiries > Product Bin Inquiry

Bin Onhand Inquiry The following fields were added to the /BOHI screen on the terminal only (not the RF/Truck Mount screens). Zone is the zone for the bin number. Bin Type is the bin type for the bin number. Prim displays Y if the bin number is the primary bin for the item. Status is the stocking status code for the product. The inquiry screen increased the area available for the product display.

Warehousing > Inquiries > Bin Onhand Inquiry

Summary Bin Queue Inquiry The count for RF Vendor Claim Picking was added to the inquiry. When the RF Vendor Claim Picking flag is Y, a vendor claim is entered and Yes is selected for Release For Warehouse Processing, the picking records are created for the vendor claim and the count is updated. F5-Review capability is not available.

Warehousing > Inquiries > Summary Bin Queue Inquiry



Reports

Warehouse Activity Report New fields were added to the warehouse activity file for reporting. Several routines were updated to capture shipped/received weight totals. Release Confirmation Entry now accumulates shipped weight (Weight field in release header). Transfer Shipments Entry now accumulates shipped weight (Weight field in Transfer header). Stock Receipts Entry (terminal and RF) now accumulates the number of lines received and weight. Transfer Receipts Entry (terminal and RF) now accumulates number of lines received and weight. The weight for both stock receipts and transfer receipts is calculated as the received quantity in the stocking unit of measure multiplied by the single unit weight stored in the product record. First and second level cycle counts are now listed separately.

Warehousing > Reports > Warehouse Activity Report

Release Picking Audit Report This report includes sales order release picking information for the warehouse and release number. You can enter multiple sales order releases. The report is sorted by bin move number. The report shows the suggested bin and quantity along with the actual bin and quantity that were picked by the picker.

Warehousing > Reports > Release Picking Audit Report

Product Labels You can enter a UPC code or alternate number for the product number. *Custom modification required.

Warehousing > Handheld RF Menu > Labels > Product Label

Warehousing > Truck Mount RF Menu > Labels > Product Label



Advanced Forecasting

Customer Usage Adjustments

Move Customer Usage Procedure This routine now provides an option to move usage for a specific customer and ship-to. You can move the historical usage for a specific customer for a single ship-to because you will service them from another warehouse.

Purchasing > Forecasting Subsystem > Customer Usage Adjustments > Move Customer Usage Procedure

Move Customer Usage Procedure – Save-List Added usage adjustment utility to allow you to move historical usage for a group of customers from one warehouse to another. This utility is similar to the Move Customer Usage Procedure, but for a group of customers captured in a save-list.

Purchasing > Forecasting Subsystem > Customer Usage Adjustments > Move Customer Usage Procedure – Save-List

Distribution Requirements Planning (DRP)

Forecast Overrides Added a function key in Product Usage Maintenance to enter forecast overrides in future months, including a usage value and override comment. DRP modeling uses that number instead of the calculated forecast number.

Inventory > Maintenance > Product Maintenance > Product Usage Maintenance > Action > Forecast Ov

Distribution Requirements Planning Inquiry This inquiry was renamed to Distribution Requirements Planning Monthly Inquiry. The screen was reorganized with some new fields and presentation.

Added Replenish Cycle, which is the number of days of the cycle in which you submit a purchase order with this vendor (e.g. 2, 7, 14). This value is included when determining order quantity and frequency for projected purchases. Added MinBuy to show the minimum buy quantity and added logic to consider minimum buy quantity when recommending order quantities. The inquiry now projects out 12 months so the 2 new function keys, F8-Prev and F9-Next, show the data content for the next and previous groups of months. Renamed F7-Summary Usage to F7-Inventory Inquiry. Press F6-Detail Usage to view summary usage. If you entered forecast overrides in Product Usage Maintenance, the title for the Forecast screen is Frcst-Ov instead of just Forecast. If you entered a safety stock quantity in Product Purch Parameters Maintenance, the safety stock title is Safety-Ov instead of just Safety. The inquiry has also added a new row, Shortage, which shows the shortage for each column that drove the purchase decisions. This was previously shown in the Net Avail row. However, that row now reflect actual Net Avail based on all row data affecting the proper Net position including expected receipts of product.

Purchasing > Forecasting Subsystem > Distribution Requirements Planning > Distribution Requirements Planning Monthly Inquiry

Distribution Requirements Planning Weekly Inquiry This is a new inquiry for DRP evaluation by week (similar to existing DRP evaluation by month) and express usage, forecast, etc in weekly buckets for 52 weeks. Press F8-Prev and F9-Next to see the next/previous set of weeks of projections. The week columns are always Monday-Sunday.

Purchasing > Forecasting Subsystem > Distribution Requirements Planning > Distribution Requirements Planning Weekly Inquiry

Distribution Requirements Planning Report The report has new report selection criteria for Monthly or Weekly to determine if the report shows DRP details by month or week. This report will now present data that exceeds standard 132 character printers.



Therefore, you will need to take to excel, create condensed stationery for your printer or use the right/left arrow to view it on the screen.

Purchasing > Forecasting Subsystem > Distribution Requirements Planning > Distribution Requirements Planning Report

DRP Planned Purchase Order Report This new report shows all products for a vendor and show projected purchase quantities using the DRP modeling in the replenish cycle weeks. This could be a report that you could send to the manufacturer for projections out 52 weeks.

Purchasing > Forecasting Subsystem > Distribution Requirements Planning > DRP Planned Purchase Order Report

Maintenance

Purchasing Forecast Parameters Maintenance Added a new column per month for S/A% to allow you to enter a different safety percentage for warehouse/product line combinations throughout the year.

Added T/R Reserve Formula and T/R Reserve Percent fields. These fields override the T/R Reserve Formula and T/R Reserve Percent fields in Product Purchasing Parameters Maintenance > F7-Add Info screen. The ICS End of Month Calendar Close process check for these new fields and uses the product/warehouse settings if they exist only if warehouse being calculated has at least one warehouse with T replenishment method.

Purchasing > Forecasting Subsystem > Purchasing Forecast Parameters Maintenance



VIA/eCommerce

VIA User Interface (GUI) New logic to hide Price based on Passed flag provides an additional dynamic level of Hiding Price.

Flag is NPA, if equals “TRUE” then price is hidden for that instance of the page/form.

Currency Prefix Now exists in VIA and defaults to “$” but can be programmatically changed to Prelude Currency for customer. This requires GUI hook to be established.

New Look and Feel to Inquiry Filters, where they are divisions that are collapsed/expand to conserve real estate and remove popup browser windows.

Search Segments now support collapse/expand logic to conserve real estate. If Config Flag SEARCH_PANEL_ALWAYS_VISIBLE is set then the panel is always visible and expanded.

Customer Search Function For Sales People. Additional control to Lock Sales Person to their Customers or give them Global Search ability for any customer.

Ship VIA option at line level, controlled by user security.

Shipping Warehouse at the line level controlled by user security.

New Web Description View logic to hide/show on main window.

New Image link logic to display on main window.

New Image Viewer gallery functionality in Product detail page for product pictures.

New quantity break layout, hide/show logic, and ability to disable and have them always expanded.

New Logic for Side Bar menus to now support images, not just text.

New Logic to zip up output display before transmitting to remote browser using Native Gzip support of browser. This give faster transfers to slower PCs and allows VIA a more natural POP vs. browser display as it gets it.

Checkout Checkout Simple Mod 10 Checking for Credit card # in existing VIA checkout. This logic is not valid

when using Element’s Interface.

Checkout Expiration Date validation. This logic is not valid with Element Interface.

Checkout CVV Prompting. This logic is not valid with Element Interface.

Checkout Freight Terms prompting For Sales persons Only.

Checkout Selling Warehouse Prompting. Typically for Sales People Only.

Checkout Shipping Warehouse Prompting. Typically for Sales People Only.

Numerous control flags to hide/show Checkout Information See Language Resource Config Section for Checkout options.

New Logic for Site Lockout Thru Language resource CONFIG “SITE_DOWN_MESSAGE” Additional control for Developers to bypass site down by passing “&bypassDownSite=true”.

New logic to check URLs to see if someone is attempting to re-direct VIA page or inject in-line JavaScript into URL lines.

Conversion of special characters to escape sequences for proper display in VIA and prevent issues with browser display or perceived phishing reports from browser.

Web Policies New logic to support industry level web policies.

Admin Order Mgr – allows transactions that go on Admin hold to be directed to this user unless overridden by Web user.

Admin Qte Mgr - allows transactions that go on Admin hold to be directed to this user unless overridden by Web user.



Web Policies F7-Features Enable PreFilter – Pre Filtering data after searched/selected but before VIA processes return data.

This will perform a select statement on PROD.CAT using Prefilter Dict item. Dict Item must return 1 to be included in return data.

PreFilter Dict – used with Enable PreFilter to specify if products should be displayed in VIA or not.

Web Policies F8 - Defaults – F5-View Options Prefilter Qualifiers – If enabled any product data that is returned from Select or list will be further

refined to only products that user is supposed to have access to based on Qualifiers for that user, but before Actual Processing occurs.

Enable Sort Products – Global Flag to enable sort logic prompting for Users. This is only supported in Version 10.59+ of VIA and Prelude V20+.

Sort Field Maintenance This function allows Site Administrator to add, remove, or re-configure how product results can be sorted:

Internal Code is what is passed between GUI and Backend

Display Text is the valid dictionary Item that VIA uses to sort products on the PROD.CAT file.

Input code is what is used as the suffix for Language Resources display lookup SORT_BY_CODE_XXX where XXX is the Internal Code, so Language Resources “MISC” SORT_BY_CODE_A description is Product Description 1.

You may add or delete entries here to globally give or remove sort options. Note: Dictionary Items may or may not work in VIA environment and Prelude the same way. VIA deploys its own common area and does have additional common variables for dealing with current user, shipping and selling whse. Choose wisely when adding or changing dictionary items as this can add significant overhead to your system to sort on a calculated or extended field.

Search Translations Gives VIA the ability to translate or Re-direct user to alternate data based on search text entered into VIA.

Translation Ids are words or phrases that when entered into VIA search text will be used as a trigger to do something specific. Translation Ids by default are single words compound words can be entered by using “^” between words to signify multiple words. A phrase is translated in its entirety before any single word translation happens.

Phrase Translation “RAG^MOPS” might get translated into “cloth mop” and passed back to prelude for Product keyword search. Using Translation type of “T”.

Word Translation “RAG” might be translated into “cloth” and passed back to prelude along with any other word(s) for keyword search. Using Translation type of “T”.

Frequently we run into words that aren’t in Prelude keywords but user may enter them, and we would want to throw them away or Drop them, to do this we use translation type of “X” to drop that word or phrase.

Re-direction any time the word “SUPPLIES” is entered we can re-direct user to a User Doc with different categories of Cleaning Supplies by using Translation type of “P” for Page Redirection.

Re-direction, to List of products if user types in “MOPS” we can re-direct user to list of Cleaning Brooms by using Translation type of “L”.

Product Grouping Maintenance This feature allows you to set between 1 and 5 relation Codes to a Product . Special keywords will be built into PROD.CAT when product is filed which correlate to the 5 relation codes. In VIA those Codes will be presented as Combo Boxes 1 for each level created. When a user Chooses an answer for a level they can select additional levels(relation codes) but they are not required. They also can add additional product search keywords and VIA will find all products matching the selected Levels(codes) and the provided keywords and display the resultant products in VIA. This logic is NOT context sensitive and does NOT exclude any other level (code) based on previous selections.



Product Grouping Maintenance must be setup before you can add them to Products.

A product can only exist in 1 specific entry for each Product Group.

Product Grouping Prompts are Stored in Language Resource Maintenance Base as PRODUCT_GROUP_PROMPT_(1-5).

Example of Product Groupings, you may decide that Group 1 are Manufacture Names, Group 2 are Department codes and group 3 are part types and based on what the user is looking for they can use 1 or all 3 groups boxes to find products.

User Security

User Security Maintenance GUI re-organized User Security screen layouts were re-organized by functional areas and to group similar flags and settings into a logical area. New areas are:

Basic User Info

Address

Security

Menu Access

Shopping

Qualifiers

Budgets

Sales Force

Customers

Views

Start page

Inquiry Settings

Checkout

Ship Vias

Order types

Ship Tos

Security – Shopping Qualifiers Enter the qualifiers that are disallowed for the web user id. The screen now displays Allowed and Disallowed Qualifiers for setup

Via > Web User Maintenance > F5-Options > F6-Security > F7-Shopping > F5-Qualifiers – Disallowed

Manager View Set this flag to Y to restrict the web user id to only view activity in carts that need approval where the web user id is the budget supervisor. Set this flag to N or Null to allow the web user id to view activity in all carts that need approval for the customer number. This field is only used with the budgeting module. The web user id must be setup as a budget supervisor.

Via > Web User Maintenance > F5-Options > F6-Security > F7-Shopping > F6-Budgeting - Enable Manager View

Admin Manager Hold Provide ability to define an admin order and quote hold at the web user or company web policy level.

Via > Web User Maintenance > F5-Options > F9-Checkout - Admin Ord Mgr

Via > Web User Maintenance > F5-Options > F9-Checkout - Admin Qte Mgr

Via > Setup & Misc Entry > Company Web Policies - Admin Ord Mgr

Via > Setup & Misc Entry > Company Web Policies - Admin Qte Mgr

When Adm Ord Mgr and Admin Qte Mgr fields are established in Via, the hierarchy is:



1st - Web User Maintenance > F5-Options > F9-Checkout (web user level)

2nd - Company Web Policies (company level)

If both Via fields are blank, the system uses standard logic for administrative hold.

Campaigns The campaign number field was added to Web User Maintenance. Press F3 to see available campaign numbers in the system.

Via > Web User Maintenance > F5-Options - Campaign Number

Sales Force Options Is Sales Rep Flag- Controls Access to Additional Options on checkout screen for Shipping

Warehouse Selection, Selling Warehouse Selection, Terms codes, Customer Search Feature.

Lock Customer Search – Locks user to search in scope of their Customers or grant them system wide search abilities on all customers regardless of their Assigned customers. Note This feature is dependent on Customers function and Sales rep to Web user Id setups are done.

View Options View Weights – Grant user access to see weights of Products.

Disable Search- Disables user ability to search for products. Useful when you want to prevent users from doing anything before login.

Pick Shipping Whse- Allows user to select shipping warehouse on any product placed in cart.

Excel Downloads – Allow user to capture csv version of data displayed in VIA for import into Excel or other application. Note: Only standard fields display. Not all fields are transferred to csv format.

Allow Print Order Form – allow printable version of data being displayed for use as order from for end users.

Allow Email In Views- Allows user to email data being displayed to any valid e-mail address.

Allow Available Detail- Allow user to drill into Available Unit details, with abilities to see different locations and dispositions of stock and inbound stock.

View Options Inquiry Order Days Back – Number of days back from current day that user can see order documents.

OH Days Back – Number of days back from current day that user can see Order history Documents.

Invoices Days back – Number of days back from current day that user can see Invoices.

Quote Days back – Number of Days back from current day that user can see Quotes, Providing they are Note Expired or Converted (see Web Policy settings for controls for this)

ShipTo View – Lock user to only see documents pertaining to their Valid Ship-tos. Note this logic is dependent on use of Ship-to functions on Checkout are populated properly.

Checkout Access Adm Order Mgr – allows transactions that go on Admin hold to be directed to a specific user queue.

Adm Qte Mgr - allows transactions that go on Admin hold to be directed to a specific user queue.

Order Source- Allow Order Source to be overridden on web user, or Defaulted from Web Policy or General Default of “WEB”.

Quote Exp Days – Number of days quote will expire if created on web by this user.

Ship VIA – Ability to lock user to specific ship-vias.

Order Types – Ability to allow user to choose Order type from one of the Selected Items, First Item is Default. If Nothing defined the type “01” will be used.

Ship To – Ability to lock user to sub-set of ship-tos. Useful when setting up regional users or purchasing agent for a specific location. See Ship-To Views



Shopping List Maintenance New Logic For Header Level Images above Product prompts and Column Headers. This gives you

ability to have Image tied to your list.

HTML Content - must be a Fully qualified URL to an Existing HTML document or document fragment.

Beg. Date - After This date this HTML Will be valid.

End date - After This date this HTML will NOT be valid.

Leaving both fields blank will make it always valid.

Using Select Statement or NON Product Based Definition for “CLEARANCE,NEWPRODUCTS,SPECIALS” will prevent VIA from displaying featured in Icons, since there is no quick way of processing if product is on one of the qualifying lists. It is strongly suggested that these Special Lists be defined by Product.

Default Page / User Docs / Catalog Page Maintenance Many New Features have been added to this function, including:

Display Images Toggle

Display Text Toggle

New Table Parameters for Document Alignment, Row Alignment, Vertical Alignment, Horizontal and vertical spacing, Width and Border.

Imaging Is now supported on each Option as well as Overall for the Document depending on where your Cursor is when hitting the F5 Image.

Option level HTML may be entered to include extra HTML you want associated with each option.

Multi-Lingual support for Options is now available.

Top and Bottom HTML Document content is Now available.

New Options For Via Function Windowed (new Browser window).

New Option for Via function Non-Windowed ( Display in data area).

Product Maintenance Additional logic added to Product maintenance to support the following new features.

Sold On web flag of “B” For Basking Pricing, which only shows Price once item is put into shopping cart.

Sold On Web flag of “A” that hides Price for anonymous User and treats like a “B”. So if Web user is attached to a “default Customer” (Customer Maintenance F10 Addit- VIA OverRides VIA Default Customer = “Y”). Then user will not see price until placed into basket.

Sold On Web flag of “C” that hides Product if Available is not greater than 0. This uses your current available calculation and will treat product like having sold on Web Flag of “N”.

New to version 11.5 Sold On Web flag of “Q” that forces any cart that is created to be generated as a “Quote” since this single item will cause the Entire cart to be converted to a “Quote”.

New to version 11.5 Sold On Web Flag of “R” Special Request/Special Order item. An indicator that this product might take longer to receive.

Product Grouping options to specify what Groups codes are valid for this product.

Web Description logic was enhanced to support URL code vs. Text. If your Web description starts with “http” then the entire web description is treated as an external URL link to the external document you wish to merge into VIA for the web description. Note: you can have URLs in your web description (in text mode) but make sure your web description does NOT start with http.

Additional Logic In VIA Language Resource Maintenance “CONFIG” DISPLAYDESCRIPTIONASTEXTAREA to control how web descriptions are displayed. If this is set to “TRUE” then we treat as text area and provide scroll window, if this is “FALSE” then it is treated as embedded code and will honor HTML tags.



Language Resource Maintenance Reorganized Language Resource maintenance to move all “configuration” elements to a new class of “CONFIG” and Removed Data Dependent elements to “DATA” class for easy customization and retrieval.

New CONFIG Entries for the following:

Element ID WhereUsed Purpose

COOKIE_AGE General Number of minutes a cookie should last

FLOATING_HEADER General Use Floating Headers

MASTER_SCROLL_AREA General Depth of Scrolling Area Container when using Floating

SCROLL_AREA_WIDTH General Depth of Scrolling Area when using Floating Headers

FLOATING_HEADER_BACKGROUND_COLOR General Floating Headers if its enabled

DISPLAY_STACKS UserDoc Enable Display of UserStacks / Bread Crumbs

STACK_STYLE UserDoc Stack Style N-ormal left-right T-Tree view To to Bottom

MULTI_CART_COPY_ITEM Shopping Activity TRUE-display copy item to multi-cart function FALSE-hide it.

MENU_WIDTH Horizontal Menus How wide the Site Menus will be For Horizontal Menus

MENU_COL_WIDTH Side Menus Controls width of VIAs Columnar Menu structure

MENU_COL_DEPTH Side Menus Controls depth of VIAs Columnar Menu structure

MENU_COLLAPSED_MENUS Side Menus Collapsed side menus?

MENU_GROUP_USE_IMAGES Side Menus Use Images For side menus Topics

MENU_OPTION_USE_IMAGES Side Menus Use Images For side menus Options Only

MENUSELECTEDCOLOR Menus (Future) Selected Menu Option Color

MENUUNSELECTEDCOLOR MENU (Future) Unselected Menu Color

MENUSELECTEDBG MENU (Future) Selected Menu Background Color

MENUUNSELECTEDBG MENU (Future) unselected Menu Background Color

VALIDATEEMAILADDRESS Registration Checkout

Validate Email Address format

ENABLE_AVAILDRILLDOWN AllProductListpages Enable Available Drill Downs

HIDE_QUANTITY_CLICKERS AllProductListpages Hide +/- Clickers on GUI

FORCE_UNKNOWNUSERLOGIN Checkout Force Unknown User to Login/ register before Checkout

AUTO_CREATE_USER Checkout Automatically create Web User for a Nologin user after Checkout



DISPLAYDESCRIPTIONASTEXTAREA ProductImagepage Display Descriptiontext as Textarea vs. standard td

DISPLAYCOMPANY Registration prompt Company

DISPLAYADDRESS1 Registration Prompt for Address Line1



DISPLAYINDUSTRY Registration Prompt Industry Code

DISPLAYEXTENTION Registration Prompt extension

DISPLAYFAXNUMBER Registration Prompt for FaxNumber

PRDISPLAYCOMPANY Profile Maint Prompt Company

PRDISPLAYADDRESS1 Profile Maint Prompt for Address Line1



PRDISPLAYINDUSTRY Profile Maint Prompt Industry Code

PRDISPLAYEXTENTION Profile Maint Prompt extension

PRDISPLAYFAXNUMBER Profile Maint Prompt for FaxNumber

CMDISPLAYCOMPANY Customer Maint Prompt Company

CMDISPLAYADDRESS1 Customer Maint Prompt for Address Line1



CMDISPLAYSTATE Customer Maint Prompt for State

CMDISPLAYZIP Customer Maint Prompt for ZIP

CMDISPLAYCOUNTY Customer Maint Prompt for County

CMDISPLAYPHONE Customer Maint Prompt for Phone

CMDISPLAYFAXNUMBER Customer Maint Prompt for FaxNumber

CMDISPLAYEMAILADDRESS Customer Maint Prompt for Email Address

CMDISPLAYINDUSTRY Customer Maint Prompt Industry Code

CMDISPLAYSELLINGWHSE Customer Maint Prompt for Selling whse

CMDISPLAYSHIPPINGWHSE Customer Maint Prompt for shipping whse

CMDISPLAYEXTENTION Customer Maint Prompt extension

CMDISPLAYSALESREP Customer Maint Prompt Sales Rep

CMDISPLAYBILLTO Customer Maint Prompt Display BillTo

CNDISPLAYCONTACT Customer Maint Prompt Contact

CMDISPLAYSHIPVIA Customer Maint Prompt Display Ship-VIA

CMDISPLAYFREIGHTTERMS Customer Maint Prompt Freight Terms

CODISPLAYSHIPTOADDRESS2 Checkout Prompt for Shipto Address Line2

CODISPLAYSHIPTOADDRESS3 Checkout Prompt for Shipto Address Line3

CODISPLAYPHONE Checkout Prompt for Phone Number

CODISPLAYINSTRUCTIONS Checkout Prompt for Instructions

CODISPLAYCONTACT Checkout Prompt for Contact name

CODISPLAYEMAILADDRESS Checkout Prompt for email address

CODISPLAYFAXNUMBER Checkout Prompt for FaxNumber

CODISPLAYRELEASENUMBER Checkout Prompt for Release Number

CODISPLAYPONUMBER Checkout Prompt for P/O Number



CODISPLAYJOBNUMBER Checkout Prompt for Job Number

CODISPLAYJOBNUMBERASTEXT Checkout Prompt for Job Number as Text

CODISPLAYCCINFO Checkout Prompt for Credit card Info

CODISPLAYCCCVVPROMPT Checkout Prompt for Credit card CVV Prompt

CODISPLAYREQUIREDATE Checkout Prompt for Required Date

CODISPLAYREVIEWCART Checkout Enable ViewCart

CODISPLAYDOCUMENTNOTES Checkout Prompt for Notes

CODISPLAYMINORDERLEVEL Checkout Enable Minimum order level

COMINORDERTOTAL Checkout Minimum order Level

CODISPLAYSELLINGWHSE Checkout Prompt for Selling whse

CODISPLAYSHIPPINGWHSE Checkout Prompt for shipping whse

CODISPLAYARTERMS Checkout Prompt for A/R Terms code

CODISPLAYFREIGHTTERMS Checkout Prompt for Freight Terms code

CODISPLAYEMAILADDRESS Checkout Prompt Email Address

COBLANKOUTBILLTOINFO Checkout Blankout Billto Info on initial display

COBLANKOUTCONTACT Checkout Blankout Contact info in initial display

COBLANKOUTCONVERPAGENOTES Checkout Blankout CoverPageNotes on initial display

COBLANKOUTCCINFO Checkout Blankout Credit card Info on initial display

COBLANKOUTCUSTJOBNUMBER Checkout Blankout Customer Job Number on Initial Display

COBLANKOUTCUSTPONUMBER Checkout Blankout Customer P/O Number on Initial Display

COBLANKOUTCUSTRELEASENUMBER Checkout Blankout Customer Release Number on Initial Display

COBLANKOUTDOCNOTES Checkout Blankout document Notes on Initial Display

COBLANKOUTINTERNALINSTRUCTIONS Checkout Blankout Internal Instructions on Initial Display

COBLANKOUTORDERTYPE Checkout Blankout Order Type on Initial Display

COBLANKOUTPRIORITYCODE Checkout Blankout Priority Code on Initial Display

COBLANKOUTPURCHASINGCONTACT Checkout Blankout Purchasing Contact on Initial Display

COBLANKOUTREQUIREDDATE Checkout Blankout Required Date on Initial Display

COBLANKOUTSHIPTOINFO Checkout Blankout Shipto on Initial Display

COBLANKOUTSHIPVIA Checkout Blankout Ship Via on Initial Display

COBLANKOUTFREIGHTTERMS Checkout Blankout Freight Terms on Initial Display



COBLANKOUTSELLINGWHSE Checkout Blankout Selling Whse on Initial Display

COBLANKOUTSHIPPINGWHSE Checkout Blankout Shipping Whse on Initial Display

COONSCREEN_VALIDATE Checkout Do OnScreen Mandatory Validations

CODISPLAYSALETERMS CheckoutTotals Sales Terms Disclaimer

CODISPLAYACCEPTREQUIRED CheckoutTotals Prompt Require Acceptance of Terms

WHSE_AVAIL_WHSE_DESC Product Availability Drill Down

Show Product Whse Descriptions Note This will NOT hide Whses

WHSE_AVAIL_USAGE Product Availability Drill Down

Show Usage Column

WHSE_AVAIL_OP_MIN Product Availability Drill Down

Show OP/Min Column

WHSE_AVAIL_LDT Product Availability Drill Down

Show LDT Column

WHSE_AVAIL_ONORDER Product Availability Drill Down

Show OnOrder Column

WHSE_AVAIL_BO Product Availability Drill Down

Show B/O Column

WHSE_AVAIL_SURPLUS Product Availability Drill Down

Show Surplus Column

WHSE_AVAIL_AVAILABLE Product Availability Drill Down

Show Available Column

REVIEW_BEFORE_CONVERT_QUOTE Review Quote Before Convert

Review Quote before converting

DISPLAYARBALANCES Invoice Inquiry Display A/R Balances

DISPLAY2DECIMALS Allprice & cost Display Fields

All Price Cost Display Fields

DISPLAYREFINEBUTTON SEARCH Enable Search Refine Button (custom Logic)

DISPLAYPRODUCTGROUPINGPROMPTS SEARCH Display Product Grouping Prompt Logic

SEARCH_GROUPING_1_PROMPT SEARCH Display Product Grouping/ Classification Prompt 1





SEARCH_PANEL_ALWAYS_VISIBLE SEARCH Panel Should Search Panel Always Be Visible

STRIP_PLURAL_KEYWORDS SEARCH Make words Singular before search. Note Affects List names and keywords



SITE_DOWN_MESSAGE General Whether or not the Site will be inaccessible

USEEXTENDED_VIEW Product Make words Singular before search

ENABLE_QTY_BREAKS Product Is Qty Breaks enabled for users

QTYBREAK_ALWAYSDISPLAYED Product Are Qty Break tables always visible

HIDE_UOM_DISPLAY Product Do we hide the UOM from Visual Display

DISABLE_CURRENCY_FORMAT Monetary fields Do we hide The $

SEARCH_WIDTH Search Length of Search Input Area



New BASE Entries – Used to display Decriptions and Prompts

Element Id WhereUsed

PRODUCT_GROUP_PROMPT_1 Search





PRODUCT_IMAGE_LABEL Product

HEADING_PRODUCT_SHIPVIA Product

BASKET_PRICING_SYMBOL Product

CUSTOMER_SEARCH_DEFAULT Customer search

PRODUCT_LINK Product

EXTENDED_DERIPTION_LINK Product

IMAGE_LINK Product image links

New Data Entries – Used to replace Prelude Codes with Real Descriptions

Element Id Format Where Used Translation

VIA_WHSE_DESC_XX Product Avail Inq,Shipping Whse Prompts, Selling Whse Prompts

XX – Warehouse # from Prelude

CXX Product Available CodesZ XX code entered in Prelude Product Available Code in product maintenance.

FREIGHT_TERMS_CC!XX Freight Terms Codes on Checkout (Sales Rep Only)

CC – Prelude company Code

XX – Prelude Freight Terms Codes

TERMS_CC_XX Terms code Prompt on Checkout (Sale Rep Only)

CC – Prelude company Code

XX – Prelude Terms Code



New Licensed Module Interfaces

Avalara Sales Tax A new sales tax compliance interface. This interface is a web service communicating through the internet to calculate sales tax, and provide on line reporting/filing through a web portal. There is no more software updates, no more rate updates, just on line calculating and updating to the Avalara server. If you would like to get more information about Avalara's product and pricing, contact John Osman at 404-446-1107 or [email protected].

ADP Taxware Sales Tax A new sales tax compliance interface. This is very similar to the Vertex interface we have had for years. It uses GeoCodes and runs off your main server with updates required periodically.

Element Credit Card Processing New credit card compliance interface that provides for complete PA-DSS compliance with the credit card industry. This new interface removes all credit card information from your server and interfaces, using web services, to Element that stores and secures all the credit card information. It removes you from any fraud or breach of credit card information, since it no longer will reside on your server or in your application data.

Strategic Pricing The Strategic Pricing module analyzes a distributor’s database for customer and order information and then classifies customers by type and size. The module then recommends how to best price items for the customer base.

Optional features, such as Pricing Structure and Customer SKU services, further enhance the pricing optimization functionality and help enable distributors to more tightly control pricing schedules. In addition to enabling optimal pricing, the Strategic Pricing module allows distributors to incorporate freight charges into their prices to further ensure that they do not leave money on the table.

According to Strategic Pricing Associates, implementing the Strategic Pricing module can increase a distributor's gross margins anywhere from two to four percentage points in the first year alone.