Enhancements and New Features
Fill and Ship - Additional Columns Available
CR4376
Based on Secured Resources:
Fill and Ship Column: Back Ordered
Fill and Ship Column: Extended
Fill and Ship Column: Previous Shipped
Fill and Ship Column: Shipped Weight
New columns Shipped Weight and Extended can be displayed to show the total weight shipped for each line and the extended price per line.
Purchase Order Search - AP Invoice # and Delivery
CR4198, 4351
AP Invoice Number and Delivery/Ship Via have been added as columns to the purchase order search screen and search.
Secured Resources:
PO Lookup Column Delivery
PO Lookup Column AP Invoice
Report Scheduler
CR4343
Secured Resource: Report Scheduler
Reports > System > Report Scheduler
Client must have email sending setup.
User must have saved report for one of:
Sales Universal Export
Stock Status
Valuation
Inventory Inquiry
Select Add
Enter a Code and Description
Select the saved report to use as the template
Select frequency and send time
Select email account to send from
Enter subject, message, and recipient addresses
Inventory Update Count - One Step Physical
CR4212
The following utility is not currently available for Lot Control Items
Secured Resource: Item File Inventory tab: allow for update inventory
When a user has this resource available an update count button will show in Inventory > Files > Master Maintenance > Select Item > Inventory Tab > Select Warehouse
Click Update Count
Quantity and Weight will default to current stock, can be overridden with updated counts.
A confirmation message will be displayed, accept to confirm changes or cancel to leave without changing.
A journal entry will generate for the difference in inventory sent to the inventory adjustment account.
User must refresh Inventory Screen before update will display.
Pick Ticket Format: Hide Item Code show In Stock
CR4387
System Config: 12x Pick Ticket In Stock
When enabled with a 12x Pick Ticket Format the Item Code column will be hidden and the In Stock quantity will be displayed.
Work Order Option - Do Not Update Costs
CR4389
System Config: WO Update Cost
If set to FALSE work order posts will not update the costs in the item file. This allows for work order processing to relieve and receive inventory while manually maintaining item costs. Cannot be used with additional cost or charge features.
Physical Count - Variance Report Export
CR4264
An Export Data checkbox has been added to the Variance / Register tab of physical counts allowing for export to an excel compatible .csv file.
Vendor File - Delete Option
CR4288
Secured Resource: Vendor File delete button
Will enable a delete button for Vendors
Date Based Availability Report - Column Selections
CR4369
Added option to include or exclude Quotes on DBA report
Added pick field selectors for individual columns
Inventory Transfer - Update Cost Selector
CR4369
System Config: Transfer Cost Update
If Enabled when a transfer is posted: Purchase, Invoice, and True costs will be updated with cost from the transfer line.
Work Order - Made Items File Cost Selector
CR4391
System Config: Work Order File Cost for Made Items
If Blank: Work orders will use template cost for both used and made items.
If Set: Work orders will used the selected cost for made item file cost.
Allows for use of market cost as a target cost for work orders to provide more stable yield calculations and adjustments to yield cost target.
System Stability Improvements
CR4380
Barcode parsing logic added for DoubleJ Barcodes
CR4412
Reports: File List: Vendor will now display comment field
CR235
Purchase Order header save frequency changed to prevent lost updates
CR4282
Disable Delete, Change Customer, Charges, Recalc buttons on ticketed orders if user lacks permission to update ticketed orders.
CR4300
Customer Codes for deleted customers can now be re-used without causing a duplicate customer code error
CR4326
Set Average Cost utility will now generate a uniquely document numbered journal entry for compatibility with QuickBooks Online
CR4100
Multi-Lot shipping improved for order dashboard.
CR4355
Barcode parsing for 10 and 12 digit UPC matching improved.
CR3855
Average cost will no longer recalc if quantity in stock is less than one billing unit of measure to prevent illogical cost calculations for fractional quantities.
CR3800
When scanning lines will match preferentially based on allocated lot and matching unit of measure. Previously would match to first matched item code.
CR4258
Barcode parse logic expanded for weight to allow for 7 digit decimal weights