Enhancements in version 1.07.0756
Advantage:
- Manufacturer Master – Added right click for ‘Find Supplier’.
- Discounts – when discounts copied from one division to another, option group discounts are now included in the copy.
- Customer Maintenance - Currency is now a required entry.
- Pricing Window – User entered section contract amounts function has been refined to reduce rounding issues.
- Tax master – Tax rate is now displayed as a percentage value.
- Complete Window - Heading builder now assigns set diagrams to headings.
- Elevation costing – Defaults are now only used when checked.
- Project Costing –User entered adjusted costs will now be reflected for all similar product in various sections of the project.
- Projects may now be ‘Un-sold’ if they are not invoiced, they don’t have released product and were not already affected by change orders. Related estimate will also reflect the ‘Un-sold’ condition.
- Scheduling tab – Where the global replace encounters reason the products can’t be released, users now have an option to cancel the entire operation.
- Keying window – Added sort sequence also correction where user double-clicked on empty value (double-click is used to filter down by that value).
- Elevation costing – On initial costing of an elevation, default preps from applicable hardware is not included.
- Prep Selection – Refinements to maintaining properties.
- Project Setup – correction for currency message when customer is searched using customer field then binoculars is used to retrieve it.
- Specwriter export/Import – refinements to allow matching of user entered manufacturers.
- Manufacturers Selection Window is now re-sizeable.
- Elevation defaults – Manufacturer dropdown now only shows manufacturers designated as ‘Selected for search’.
- Complete window – Added r-click option to add opening level activity and refinements have been made on hardware follow-up notes to allow for status change.
- Project Setup – Activities tab – added opening, heading and status.
- Hardware Window – Products tab – cursor now returns to the same row after modifying the short-code.
- Corrected for problem making multiple row selections.
- Project Master – Activities Tab - Activities window now includes an option for document attachments.
- Added feature to auto-apply hardware installation labor operations when creating hardware product.
Enterprise:
- Steelcraft OEW electronic ordering is now implemented. Contact customer support for setup instructions.
- Shipment Labels. Two label formats added:
- Carton label - Prints one label for each distinct carton entered in the shipment carton column.
- Container label – Designed for labeling Skids, pieces, etc. Labels will print ‘Piece # 1 of X’ based on the number of pieces entered in the shipment window.
- Shipment Cartons - Refined the entry of carton numbers by allowing direct entry of carton number and a tool bar item to globally apply a carton # to all rows.
- Work Order, Stock Requisitions and Receiving now have tool bar items to create a shipment for the associated product after status has been set to “Completed’.
- Customer payment window auto-payment application has been modified. Where the user enters invoice number(s), any amount left unapplied will no longer be applied to the oldest invoice. Customer discount ‘taken’ field is now open for editing.
- Calculation of Eligible Discount on customer invoices is now based on pre-tax invoice amounts.
- Bank Deposit window now has a right click option to ‘Select/Deselect All’.
- A new menu option has been added under General Ledger for ‘Journal Template’ which provides for addition and maintenance of templates. Security, under General Ledger, will need to be reviewed for users to have access to this new feature.
- Sourcing – When changing a supplier and choosing option to apply to all product for that supplier, foreign currency will now also reflect this global supplier change.
- The Sourcing window now includes a column for choosing Service Center Delivery Programs. This feature is currently only available for Steelcraft and Ceco product.
- User profile window has been modified (click ‘+’ to expand division row) to allow authorization to ‘Source if non-stock in Primary Warehouse’. (See note below for further explanation.)
- For installations with multiple warehouse locations , the sales order entry process has been modified as follows:
- Managed product search window now auto-filters only on stock designation (instead of home warehouse and stock). Only those warehouses, as authorized for the user (as defined in the User profile window in Enterprise), will be visible.
- Where a user is authorized ‘to ‘Source if non-stock in Primary Warehouse’, and the system finds the application product in an authorized warehouse, the component rows of the sales order line item will be automatically populated with ‘Source To’ = ‘Stock’ and applicable warehouse will be populated. This will trigger subsequent sourcing to use those parameters as default sourcing values.
- ‘Completed’ shipments now auto-generate customer invoice and record any payments and/or applied deposits to the customer’s account.
- Order Management, Order Analysis and Backlog now have ‘unsold’ section values for contract amount, estimated cost and detailed cost set to zero.
- Invoice Print now shows customer return note next to the customer return number.
- Sales Journal and Backlog, totals only report corrected to suppress page break for each total.
- Added ‘Confirmation number’ column to Purchase Order Management window.
- Added additional print options for the Customer Statement.
- Corrected for intermittent incorrect display of margin information on invoice window.
Posted
05-13-2010 1:28 PM
by
Patrick Teas