new features guide - epicor new features guide v 8.05 page 3 of 46 ... cs - customer service ... op...

ACTIVANT STANPAK™New Features GuideVersion 8.05

This manual contains reference information about software products from ActivantSolutions Inc.The software described in this manual and the manual itself are furnished under the termsand conditions of a license agreement. The software consists of software options that areseparately licensed. It is against the law to copy the software on any medium, or to enableany software options, except as specifically permitted under the license agreement. Inaddition, no part of this manual may be copied or transmitted in any form or by any meanswithout the prior written permission of Activant Solutions Inc.From time to time, Activant makes changes to its software products. Therefore, informationin this manual is subject to change, and the illustrations and screens that appear in themanual may differ somewhat from the version of the software provided to you.

Created by:Yardley Technical Communication2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo areregistered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. Allother company or product names are the trademarks or registered trademarks of theirrespective companies.Activant Solutions Inc.7683 Southfront RoadLivermore, CA 94551

Version 8.05Publication Date: 12.17.2009

Stanpak New Features Guide v 8.05

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Table of Contents

DOCUMENTATION CHANGES ...................................................................................................................................6

SYSTEM UTILITIES.......................................................................................................................................................7

PERMCHK - WHO CAN RUN A PROGRAM ....................................................................................................................7WHOSON - DISPLAY FILE & DEVICE OPEN BY USER:...................................................................................................8HELPME -......................................................................................................................................................................9RELEASE – THE STANPAK RELEASE PROCESS...............................................................................................................9

A - CALL COLLECTION SCHEDULER......................................................................................................................9

AE - CALL COLLECTION ENTRY .............................................................................................................................9

C - CUSTOMER ANALYSIS MENU .............................................................................................................................9

CM – CUSTOMER FILE MAINTENANCE ...........................................................................................................................9CCG - CUSTOMER NUMBER CHANGE..................................................................................................................11CNM - CUSTOMER NUMBER MERGE....................................................................................................................12CSH - CUSTOMER SHIP-TO MAINTENANCE .......................................................................................................12

CT - CUSTOMER & GROUP CONTRACT MENU ..................................................................................................13

CCGM - CONTRACT GROUP MAINTENANCE......................................................................................................13CCGMA - G-C ADDS AND DELETIONS ..........................................................................................................................13CCM - CONTRACT MAINTENANCE.......................................................................................................................14CSV - CONTRACT SALES BY VENDOR/CUST......................................................................................................14

DOM - DOCUMENT MANAGEMENT SUBSYSTEM..............................................................................................15

DCVM - DOM CUSTOMER/VENDOR MAINT........................................................................................................15

G - GENERAL LEDGER...............................................................................................................................................15

GPL - GENERAL JOURNAL REGISTER ..................................................................................................................15

I - INVENTORY ANALYSIS ........................................................................................................................................15

ICCH - ITEM CATEGORY CHANGE........................................................................................................................15IDEL - ITEM DELETION............................................................................................................................................15IE - ITEM ADJUSTMENT ENTRY ............................................................................................................................15IFQ - FIFO COST INQUIRY .......................................................................................................................................15II - ITEM IMPORT SUBSYSTEM ..............................................................................................................................16IM - ITEM MAINTENANCE ......................................................................................................................................16IMM - ITEM MASTER MAINTENANCE .................................................................................................................17INC - ITEM NUMBER CHANGE ...............................................................................................................................17INM - ITEM NUMBER MERGE.................................................................................................................................18IQ - ITEM INQUIRY ...................................................................................................................................................18ISUR - ITEM SPORADIC USAGE REPORT..............................................................................................................18PDAPOD - PDA PROOF OF DELIVERY...................................................................................................................18PDAX - PDA / POCKET PC BCBI EXPORT..............................................................................................................18

IBTMENU - BRANCH TRANSFER SUBSYSTEM....................................................................................................19

BRM - BRANCH MAINTENANCE ...........................................................................................................................19IBT - BRANCH TRANSFER/INQUIRY.....................................................................................................................20

JD – JOHNSON DIVERSEY MENU............................................................................................................................21

JDRCU - JD REBATE CONTRACT UPDATE....................................................................................................................21JDRFB - JD REPORT AND FILE BUILD...................................................................................................................21JDTIM - JD TRANSFERRED INVOICE MAINTENANCE.......................................................................................21


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N - ACCOUNTS PAYABLE PROCESSING ...............................................................................................................21

NCP - CHECK/VOUCHER PRINTING......................................................................................................................21NE - VENDOR INVOICE ENTRY..............................................................................................................................21NVL - VOID AND REVERSAL REGISTER ..............................................................................................................22

O - ORDER PROCESSING SUBSYSTEM..................................................................................................................22

ODYSSEY ORDER .....................................................................................................................................................22FUEL SURCHARGE CALCULATION......................................................................................................................22BOI - BACK ORDERS BY ITEM LIST ......................................................................................................................22BORR - BACK ORDER REPORT & RELEASE.........................................................................................................22CS - CUSTOMER SERVICE.......................................................................................................................................23CSCM - CUSTOMER SERVICE CONTACT MAINT ...............................................................................................23OBO - CREATE RUSH BACK ORDER .....................................................................................................................23OCJ - ORDER ENTRY CASH JOURNAL..................................................................................................................23OE - ORDER ENTRY..................................................................................................................................................24OM - ORDER MAINTENANCE ........................................................................................................................................29OMA - ORDER MAINTENANCE AUDIT .................................................................................................................29OP - DELIVERY TICKET PRINT ......................................................................................................................................29

Q - PURCHASE ORDER PROCESSING ....................................................................................................................30

QC - PURCHASE ORDER RECEIVING ....................................................................................................................30QE - PURCHASE ORDER ENTRY ............................................................................................................................30QI - PURCHASE ORDER INQUIRY ..........................................................................................................................32QL - PURCHASE ORDER PREVIEW ........................................................................................................................32QPC - P/O PRICE CONFIRMATION ENTRY............................................................................................................32QPU - P/O PRICE CONFIRM UPDATE.............................................................................................................................32QT - ITEMS ON ORDER INQUIRY ...........................................................................................................................32

R - INVOICING & ACCOUNTS RECEIVABLE MENU ..........................................................................................33

KE - CASH RECEIPTS ENTRY..................................................................................................................................33KJ - CASH RECEIPTS JOURNAL..............................................................................................................................36OC - SHIPPING CONFIRMATION ............................................................................................................................37RADJ - A/R ADJUSTMENTS LIST ............................................................................................................................37RCHK - LIST CUSTOMER CHECKS/INVOICES.....................................................................................................37RP - INVOICE PRINT AND POST .............................................................................................................................37RR - INVOICE SUMMARY REGISTER ..............................................................................................................................38STR - SALES TAX REPORT ......................................................................................................................................39

R-1 - CASH PAYMENT PROCESSING ......................................................................................................................39

RPOCHG - CHANGE CUST P/O # ON INVOICE......................................................................................................39REGAUD - RE-PRINT REGISTERS ..........................................................................................................................39

RFM - RADIO FREQUENCY MANAGER MENU....................................................................................................39

IPBLU - ITEM PRIMARY BIN LOCATION UPDATE..............................................................................................39

RFU - RF USER MENU FOR THE RF GUN .............................................................................................................39

RFIC – ITEM COUNT .....................................................................................................................................................39RFPA - PUT AWAY .......................................................................................................................................................40

S - SALESMAN ANALYSIS MENU.............................................................................................................................40

CAT - MONTH END AUDIT TRAIL..........................................................................................................................40SM - SALESMAN'S FILE MAINTENANCE..............................................................................................................42

SA - SALES BCBI ANALYSIS MENU.........................................................................................................................43

BR - BCBI REPORT ....................................................................................................................................................43


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BRC - BCBI PRICE CHANGE REPORT ....................................................................................................................43WBRPT - WHO BOUGHT REPORT ..........................................................................................................................44

SPDP - SYSTEM INITIALIZATION & MAINTENANCE .......................................................................................44

INSTALL - SET UP SYSTEM PARAMETERS..........................................................................................................44

TEST - ORDER PROCESSING TEST & FIX PROGRAMS ....................................................................................44

TSTCOM - COMPARE COMMITTED INV TO ACTUAL........................................................................................44TSTGCT - TEST GROUP CONTRACT FILE INTEGRITY.......................................................................................44TESTQ7 - .....................................................................................................................................................................44

UPS - UNITED PARCEL SERVICE SUBSYSTEM ...................................................................................................45

WRLDIMP - IMPORT FREIGHT CHARGES FROM UPS........................................................................................45

V - VENDOR ANALYSIS SUBSYSTEM.....................................................................................................................45

VM - VENDOR FILE MAINTENANCE.....................................................................................................................45VNC - VENDOR NUMBER CHANGE/MERGE........................................................................................................45

WOP - WEB ORDER PROCESSING SUBSYSTEM .................................................................................................45

CPA - CUSTOMER PURCH ANALYSIS PROCESSOR ...........................................................................................45WGEN - WEB ORDER PLANNER BCBI GENERATOR..........................................................................................45WM - WEB ORDER PLANNER MAINTENANCE ...................................................................................................46SNPM S-S NOTIFICATION MAINTENANCE .................................................................................................................46WP - WEB ORDER UPLOAD PROCESSING............................................................................................................46WPCM - WEB PARENT CHILD MAINTENANCE...................................................................................................46

WOS - FORMULATION & KITTING WORK ORDERS.........................................................................................46

FOP - FORMULATION WORK ORDER PRINT .......................................................................................................46


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Documentation ChangesDate Change Affects12/17/09 Documentation released


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SYSTEM UTILITIES

PERMCHK - Who Can RUN a Program

New program to control access to Stanpak programs from the Menu System.Unlike SFE, which is user-centric, PERMCHK is program-centric.

Upon entry to the program, the user is prompted for a program name:


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Once the program name has been entered the permissions are checked anddisplayed:

The users listed at the top DO have access to the specified program, thosebelow do not. Entering a valid user name, or clicking on the user name,will allow the user to toggle the permission, either to allow or deny.

The REPORT option will provide a hard copy of system wide permissions,sorted by either Program or User. If your company has a FILEOUT license,the REPORT option will also produce an Excel Spreadsheet.

WHOSON - Display File & Device Open By User:

WHOSON was displaying the sign on name (LIVE, DEMO, etc.) but not theStanpak user name. This enhancement provides another column containing theStanpak user name.


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HELPME -The HELPME program will automatically launch an application which allows aSupport representative to view the customer's computer screen and controlthe computer. The site has recently changed. This Release will updatethe system control file with the correct path to the help site. The newsite is http://supportdesk.activant.com/.

RELEASE – The Stanpak release process

The release process has been modified to be easier, quicker, and to allowfor updating of multiple branch all at once. See release instructions fordetails of the changes to RELEASE.

A - CALL COLLECTION SCHEDULER

AE - CALL COLLECTION ENTRY

AE was losing and duplicating information lines. AE allowed the operatorto use the arrow keys on the keyboard when entering the call collectionprompting information but using the arrow key caused lines of informationto duplicate or clear. AE has been changed to prevent use of the arrowkeys.

C - CUSTOMER ANALYSIS MENU

CM – Customer File Maintenance

We have added new credit checking features. There is now more control overwhen a customer is put on credit hold. A new field “credit hold days”(field 53) has been added to Customer Maintenance. This field controlswhen RSP and RSPI will put a customer on credit hold. If this field is setto "MAN" (short for manual) then RSP and RSPI will never change the creditstatus of the customer. This field can also be set to the number of day ofcredit you want to extend to the customer. If this field is set to 45,then RSP and RSPI will not put the customer on credit hold until he has abalance over 45 days old. You can now determine exactly when eachcustomer should be put on credit hold. If this field is left blank, thenRSP and RSPI will treat the customer exactly as they did prior to thisrelease.

http://supportdesk.activant.com/


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The customer's credit limit has been expanded. If the credit limit (field30 of CM) is entered as a negative number, all programs will use theabsolute value of the number times 10. For example 999999- will translateinto a credit limit of 9999990 (999999 * 10 = 9999990). This expands thecredit limit by a multiplier of 10 allowing for larger credit limits forlarge customers.


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CCG - CUSTOMER NUMBER CHANGE

The customer number can easily be changed in multiple branches. If acompany has multiple branches with a common customer file, the customernumber change program (CCG) will now change the customer number in allbranches that share the common customer file without having to run CCG oneach branch. To use this new feature, you must first run BRM on allbranches to define the sign on to use for each branch. When CCG is run itwill check each branch defined in BRM to see which branches share a commoncustomer file. It will then prompt the operator to ask if they want toupdate that branch. The program will then sign on as each branch selectedand change the customer numbers in that branch. This will allow you to runCCG once and change the customer number in all branches that share thecustomer file. This also prevents all the problems associated withchanging the customer number for branches that share a common customerfile

A prompt similar to the following prompt will appear for each branch thatshares the customer file with the current branch. It will list the sign onused to access that branch, the directory where the non common data files

= 9999990


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reside, and the branch name. If you wish to change the customer number inthat branch, enter “Y”.

SIGN ON: AUSTINDIR: AUDNAME: JJ TOOLS – AUSTIN

Update this branch (Y/N)?

Once you have selected the branches you want to update, CCG will use thebranch sign to update each branch. Once each branch has been updated, ascreen similar to the following screen should display showing each branchthat was updated.

BRANCH UPDATE STATUSJJ TOOLS DALLA COMPLETEJJ TOOLS AUSTIN COMPLETE

END OF PROGRAM. TAB TO EXIT

CCG now updates the NSC and Johnson Diversey files. The customer numberchange program did not change the customer number in the NSC customer file(NSCCF) or the Johnson Diversey customer file (JDC). CCG has been changedto update these files.

CNM - CUSTOMER NUMBER MERGE

CNM now updates the NSC and Johnson Diversey files. The customer numbermerge program did not change the customer number in the NSC customer file(NSCCF) or the Johnson Diversey customer file (JDC). CNM has been changedto update these files.

CSH - CUSTOMER SHIP-TO MAINTENANCE

CSH was not printing correctly. CSH was printing the address line twicewhen the option to print a hard copy was selected. It now only prints theaddress line once. The paging was also incorrect. The line count logic wasflawed, causing each page to run over by at least two ship to addressesbefore initiating a skip to the next page. This bug has also beencorrected.


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CT - CUSTOMER & GROUP CONTRACT MENU

CCGM - CONTRACT GROUP MAINTENANCE

CCGM now writes to an audit file. Every time a group is created ordeleted a record is written to an audit file. Also when a customer or itemis added, deleted or purged a record is added to the audit file.

CCGMA - G-C Adds and deletions

This is a new program to list when groups, customers, and items were addedor deleted from the group contract files. Knowing when groups, customer,and items, where added or deleted can help determine why certain invoicelines do not appear on the contract audit file.

When the program is run, it will prompt for a range groups to list. Theoperator can select to view group changes, customer changes, and itemchanges. You can also select a range of customers and a range of items.Once you have made your selections, a list box will display the groupaffected, what type of record was changed (*-group; C-customer; I-item),the name of the group/customer/item that was changed, what type of change(added; deleted), the reason, the date of the change, the time of thechange, and the terminal that was used to make the change. See the screenbelow. You can print a list of these changes or purge the records fromthe audit file.


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CCM - CONTRACT MAINTENANCE

CCM no longer copies the group number from one item to the next. Whenentering new items CCM gives you the option to copy the data entered fromthe previous item. When this option was selected the group number wascopied to the new item. It should not be. The group number should only beupdated when the contract is updated through CCGM. CCM no longer copiesthe group number.

CSV - CONTRACT SALES BY VENDOR/CUST

The vendor name that printed with the vendor totals was some timesincorrect. It was printing the name of the previous vendor. This has beenfixed.


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DOM - DOCUMENT MANAGEMENT SUBSYSTEM

DCVM - DOM CUSTOMER/VENDOR MAINT

DCVM Program now displays individual Customer settings. The program waschanged to display individual customer settings if there are any.

G - GENERAL LEDGER

GPL - GENERAL JOURNAL REGISTER

GPL now prints before asking if the report printed correctly. GPL wasprompting if the report printed correctly before the report printed. Itshould print the report first so the operator can see if it printedcorrectly. The program has been changed to print the report beforeprompting if the report printed correctly.

I - INVENTORY ANALYSIS

ICCH - ITEM CATEGORY CHANGE

ICCH now displays an accurate message to indicate it is processing. Whenupdating the INVHST file ICCH was displaying a message that did not changeas the items changed making it look as if the program was hung. Theprogram was changed to display a message that does change showing that theprogram is progressing though the file.

IDEL - ITEM DELETION

IDEL was deleting the long item purchasing notes when it should not. IDELwas deleting the long item purchasing notes even if the operator selectedto update the BCBI file. The program was changed to keep the long itempurchasing note when items are converted to BCBI non-stocks.

IE - ITEM ADJUSTMENT ENTRY

IE has been changed to work with the multiple bin management module. Itnow checks to see if the multiple bin management module is activatedbefore updating and then updates the appropriate files.

IFQ - FIFO COST INQUIRY

Negative values were not displaying in IFQ. They do now.


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II - ITEM IMPORT SUBSYSTEM

II was updating more than just the cost and price. When updating in II(option 4) if you selected to just update the cost and price it wasupdating all fields for some items. If the vendor number in the item filedid not match the vendor defined in II the item was being treated as if itwas a new item replacing all fields. II4 now treats the item as anexisting item if the vendor number in the item file matches the vendordefined in II or the category code in the item file matches the categorycode defined in II. This means that only the price and cost will beupdated when this option is selected. If the vendor # and category code dono match, the item is not updated.

IM - ITEM MAINTENANCE

Hold&BILL items can now be set up in IM. IM now allows the operator toset the special features flag to a "B" indicating that the item is ahold&bill item. Prior to this release a special custom program had to berun to set this flag. If you set the flag to "B" you will also be forcedto enter a valid customer number indicating the customer that you purchasethis item for. The customer number will be added to field 124 on the itempurchasing screen.


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IMM - ITEM MASTER MAINTENANCE

The margin calculations were incorrect in IMM. Fields 40 - 47 in the itemfile represent the margins used to calculate the book prices for an item.In IM it is possible to enter a value of p3333 to define a margin of33.33%. However, if this value is entered in IMM the result is 33.30%.The last digit was being truncated. This has been fixed. IMM now workslike IM.

INC - ITEM NUMBER CHANGE

Some prompts have been changed to be more descriptive. INC was prompting"Clear the list of item changes when complete?". This prompt is not verydescriptive and does not depict the real meaning of the question. The onlyreason not to clear the file is if it is going to be used to change thesame items in another branch. The prompt was changed to convey thismessage. The prompt was changed to "Save the Item Change List For Use OnAnother Branch (Y/N)?"

Enter B toindicateHold&Billitem.

Then enter avalid customernumber.


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INM - ITEM NUMBER MERGE

INM terminated with an error when a work file was missing. INM creates twowork files. If one of the work files already existed but the second onedid not INM would terminate with an error. INM has been changed to createthe second file if it does not exist.

IQ - ITEM INQUIRY

We added a quote indicator to the BC option of IQ. There was no indicationin the BC listing of IQ that an item was quoted as opposed to actuallybeing sold to a customer. This modification displays a "Q" beside theContract Flag on those items that have been quoted.

ISUR - ITEM SPORADIC USAGE REPORT

ISUR would error when re-printed. When printing was complete this reportwould ask if the report printed correctly. A "Y" simply exits theprogram. An "N" should cause the report to re-print. When "N" was entereda system error occurred. This error has been fixed and the report will nowreprint. In addition, another question was added. If the user indicatesthat the report did not print correctly, he will be asked if he desiresanother copy of the report.

PDAPOD - PDA PROOF OF DELIVERY

The quantity ordered was wrong when the stocking UOM was used. The PDAscreen always showed the quantity on the order in pricing unit despite thefact that stock unit was different and a conversion is needed. PDAPODnow displays the correct quantity and unit of measure.

PDAX - PDA / POCKET PC BCBI EXPORT

PDAX was not sending all items. Prior to this release, a new option wasadded to select items based on their buying code. The user could chooseto send only A items, A+B items, A+B+C items, or A+B+C+D items. However,this prevented any items without a buying code from being sent. Logic wasadded to send all items if this option is left blank.


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IBTMENU - BRANCH TRANSFER SUBSYSTEM

BRM - BRANCH MAINTENANCE

BRM now allows you to define the main sign on for each branch. Some of the8.05 programs like the vendor number change and the customer number changehave been changed to update multiple branches all at once. It does this byusing the sign on defined through BRM to sign on as each branch and updatethe files for that branch. First you must sign on with the branch transfersign on for each branch and define the sign on use by the other brancheson the system. It should be the main sign on for the branch not the branchtransfer sign on. If you have multiple branches but do not use branchtransfers you may need help setting these branches up in BRM. You can callStanpak support for help setting these branches up.

There is a new optionto enter the main signon for each Branch


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We simplified the set up process when signed on as ALLTRAN and MASTER.ALLTRAN and MASTER are only used when running the IMS programs and do notneed to conform to the same rules that are used when setting up a standardbranch. Therefore BRM and the IMS programs were changed to skip theverification process when signed on as ALLTRAN or MASTER and if thedirectories defined in the Z1 file are set to "ALL". The only checkingthese programs will do is to verify that the branch has an I1A file on theinventory directory for the branch.

IBT - BRANCH TRANSFER/INQUIRY

Branch transfers were not updating kit items. When kit items weretransferred from one branch to another, the quantity on hand was not beingupdated for the raw materials. Also the item transaction file was notbeing updated to include the raw materials. This has been corrected

Select the branch you want to updateand enter the sign on that should beused for that branch.


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JD – JOHNSON DIVERSEY MENU

JDRCU - JD Rebate Contract Update

JDRCU is a new program that updates Johnson Diversey files. JDRCU updatesthe JOHNSON DIVERSEY rebate file (JDR) and the JOHNSON DIVERSEY customerfile (JDC) with customers and items from the your JOHNSON DIVERSEY groupcontract. It also updates the contract reference number from the groupcontract file. The operator will be asked to enter the JOHNSON DIVERSEYgroup contract number. The program will then read through the groupcontract entered and update the JOHNSON DIVERSEY files. After completingthe update the user can run JDCIRM to print a report of customers andcustomer/item contracts.

JDRFB - JD REPORT AND FILE BUILD

JDRFB now uses the add quantity from ICSM. The quantity shipped nowincludes the quantity added to the commission audit file in program ICSM.It was also changed to skip items that where flagged as non printable inICSM.

JDTIM - JD TRANSFERRED INVOICE MAINTENANCE

A new remove option was added. The date range delete option required theuser to delete each invoice displayed. A new remove option has been addedthat will delete all transmitted invoices within the date range withoutuser intervention.

N - ACCOUNTS PAYABLE PROCESSING

NCP - CHECK/VOUCHER PRINTING

NCP was not printing the last check when re-printing. This problem hasbeen resolved.

NE - VENDOR INVOICE ENTRY

NE was not retaining the reference from QPU. If the reference field on aninvoice is changed after the initial entry, the new reference was notupdated to all transactions. Only the first transaction (the a/p account)is updated. This means that all other transaction were updated without theoriginal reference data. Invoices created through QPU have the referencefield on all transactions were set to the p/o number. If the reference isthen changed in NE, only the first transaction (the a/p account) containedthe new reference. The reference field for all other transactions stillcontained the p/o number only. NE has been changed to change the referencefield on all transactions.


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NVL - VOID AND REVERSAL REGISTER

NVL was not updating the G/L correctly. The G/L was not being updatedcorrectly when a manual check to a vendor not on file was voided and thedebit amount posted against the check was greater than the check amount.An extra credit transaction had to be posted to bring debits and creditsin balance. When the check was voided the extra credit amount was notbeing reversed correctly in the G/L. This problem has been corrected.

O - ORDER PROCESSING SUBSYSTEM

ODYSSEY ORDER

Odyssey orders are being confirmed when they should not be. When Odysseyorders are loaded into Stanpak, they are being ship confirmed and priceconfirmed even though the INSTALL flags are set not to. Odyssey orders arecoming down as taken orders and are therefore automatically ship and priceconfirmed. The logic has been changed to ship and price confirm Odysseyorders based on the install flags even if they are taken orders.

FUEL SURCHARGE CALCULATION

The fuel surcharge routine was not calculating correctly. It was using thedefault fuel surcharge from INSTALL rather than using the zone fuelsurcharge when the zone was a single zip code (i.e. 06082 to 06082). Thelogic in the fuel surcharge routine has been corrected to account for thedifferent field sizes. All programs that calculate a fuel surcharge havebeen updated with the new routine.

BOI - BACK ORDERS BY ITEM LIST

BOI2 was modified to include the standard exit key of "X". Previously itwould only exit on an "E" keystroke. Now either will exit the program.

BORR - BACK ORDER REPORT & RELEASE

The quantity on order that printed on BORR was incorrect. When printingthe quantity on order for back ordered lines, BORR was looking in the opento buy files to see if the item was tagged to a p/o. If so, the programwas supposed to report the status of that p/o line. If not, the programwas supposed to print the next P/O due in for that item that still had aquantity open. When calculating the quantity still open, the program wassupposed to subtract any quantities tagged to other orders. This routinewas not working correctly.


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The on order value is now correctly calculated as follows: If the backorder line is tagged to a P/O line it will report the quantity due in ifthe P/O line still has a quantity open on it. If the P/O line is completeor cancelled it prints a message indicating that. If the back order lineis not tagged to a p/o it reads the rest of the open p/o lines for thatitem looking for the next P/O due in with a quantity still open. In theprocess it attempts to determine if the p/o line is tagged to any otherorder lines. If so it subtracts the quantity tagged to other order lines.If there is still a quantity due, it will displays the quantity and duedate for that P/O line.

BORR now prints the P/O line used to get the on-order quantity. We addedan option to print a detail line showing the p/o line that was use to getthe quantity due. This option will help answer questions about where thequantity due is coming from but it will add extra lines to the reportmaking it longer. You can use this option when there is a question as towhere the on order value came from.

CS - CUSTOMER SERVICE

The Hold&Bill value stored in the customer file has been increased. TheHold&Bill value stored in the customer file and displayed in customerservice was being saved to the nearest penny which meant that it could notbe larger than 999,999.99. This value is now stored to the nearest dollar.Therefore the value can now be as large as 99,999,999.00. This has beenincreased to accommodate companies that do a large Hold&Bill business.

CSCM - CUSTOMER SERVICE CONTACT MAINT

The customer number in the contact file was blank for some records. Wefound that in a past release, some records in the contact file wereupdated without a customer number. The report/display of contacts willnow check to see if the customer number is blank in the contact file andif so it will update the customer number.

OBO - CREATE RUSH BACK ORDER

OBO was not releasing backorders. When OBO was run it put the new backorder on hold instead of releasing it as it used to. The logic was changedto release the back order unless OBO is run from OC or OCT.

OCJ - ORDER ENTRY CASH JOURNAL

We added logic to prevent the journal from one branch from overriding thejournal from another branch. We added logic to prevent branches with acommon G/L interface file from overriding transactions from anotherbranches’ order entry cash journal. To make sure that companies withmultiple branches that use a common interface file do not override thetransactions from another branch we added the name of the directory wherethe branches Z1 file resides to the key of the g/l interface file. This


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will prevent one branch from overriding the transactions from anotherbranch if they happen to be processing the same OCJ journal on the sameday.

OE - ORDER ENTRY

Deposits can now be entered on an order. Customers can now place a depositwith their order. When entering items on an order, the operator can selectto enter a deposit with the order. A new option/button "Deposit" wasadded. If this option is selected, the operator will be prompted for adeposit amount, DEPOSIT TYPE (Check, Visa, etc.), andcheck#/authorization. The amount of deposit will print on the invoice andwill be deduct from the total amount due. When the invoice is printed andupdated, both the invoice and the payment will be added to the accountsreceivable file and will be included in the totals updated to the G/L.If you have a custom invoice print and want to use this new feature, youwill need to have your custom program updated.

New option toadd a depositto the order.


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Hold&bill items can now be included when checking a customer’s credit.Order entry can now be set up to use the value of the customer's hold&billitems to determine if he is over his credit limit. INSTALL (option 5)will now prompt "Deduct the value of Hold and Bill items from thecustomer's available credit in order entry? (Y/N)?". If you answer Yes tothis question, OE will deduct the customer's hold&bill value from hisavailable credit when determining if the customer is over his limit. Forcustomers with a large hold&bill value this can cause his orders to bereviewed on regular basis. If you answer No to the above question, thecustomer's hold&bill value will not be part of the calculation thatdetermines if he is over his credit limit but it will still display whenthe credit check window is displayed. It will display on the left side ofthe credit check window if it was use to determine available credit. If itwas not part of the available credit calculation, it will display on theright side of the credit check window.

A window will appearwhere you can enter thedeposit amount,payment type, and check# or authorization #.


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When the install question "Deduct the value ofHold and Bill items from the customer'savailable credit in order entry? (Y/N)?" is setto “Y” the value of Hold&bill items is includewhen determining if the customer is over hiscredit limit


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The credit check window was changed to be more readable. The left side ofthe box shows why the customer was over his credit limit. The top lineshows the customer’s credit limit. Underneath and off set to the left itshows the items that were deducted (open A/R, open orders, etc). Then itshows the total amount deducted (total exposure) and finally the availablecredit which may be a negative number if he is over his limit. See above.

We have added the ability verify price contracts when the cost changes.We have added a new feature to alert the order entry operator when a pricecontract is in effect and the cost of an item has increased. A flag can beset in INSTALL to determine if this feature should be activated. When thisfeature has been activated and the operator adds an item with a price

When the install question "Deduct the value ofHold and Bill items from the customer'savailable credit in order entry? (Y/N)?" is setto “N” the value of Hold&bill items is notinclude when determining if the customer is overhis credit limit but still displays.


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contract to an order and the cost has increased the operator will benotified. A pop up window will display the contract price, the old costfrom the BCBI, and the new cost from the item file, the old margin and thenew margin. The operator will need to enter "A" to accept the contractprice or he will need to enter a new price. This can be helpful if you areusing price contracts to temporarily freeze prices for a customer and theyare not prices that were negotiated with the customer. You probably willnot want to use this feature if your price contracts are “fixed in stone”.If you wish to activate this feature run INSTALL (option 3) and answer yesto “Review PRICE ONLY contracts in OE? (Y/N)”.

The item # on an order was some times changing when the order wasinvoiced. The problem was caused when a contract item was deleted from anorder in OE because there was not enough available and then replaced witha non contact item. OE was leaving the old item number in the ordercontract detail file. When the order was invoiced this detail record wasread and the old item number replace the new one. This problem has beencorrected.

Order entry was using the future paid cost as the actual cost. Orderentry was loading the future paid cost from the item file into the actual


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cost on the order if the order date was greater than the future paid dateof the item. This could cause a problem if the item has not been purchasedat this future paid cost. The actual cost on the order could incorrectlyreflect a future cost or an old cost if the item was never purchased atthe future paid cost. Therefore we added an option to indicate if theactual cost on the order should be set equal to the future paid cost whenthe date has passed or if the last paid cost should always be used as theactual cost. We recommend that you always use the last paid cost butthere may be reasons to use the future paid cost. If the future paid costis monitored regularly and kept updated and if there is a large time lagbetween when items are received and when the receipts are price confirmedthen there may be an advantage to using the future paid cost as the actualcost. Please note, the future paid costs must be monitored closely becauseif the future paid cost is never used on a purchase order it will stay ineffect until manually cleared. Run INSTALL to set this option.

OM - Order Maintenance

OM allows you to enter/change a deposit on an order. When modifying theline item detail there is a new option "Deposit". If this option isselected the operator will be able add a deposit to an order just likethey can in OE. See OE documentation for details.

OMA - ORDER MAINTENANCE AUDIT

OMA Now prints invoice changes. Prior to this release the records in theorder maintenance audit file were deleted when the order was invoiced.Therefore, there was no way to look up what changes were made to an orderonce it was billed. In many cases, it's after the order has been billedthat the questions come up. Now the audit records are not deleted untilthey have been printed in OMA. Changes to an order can now be viewed evenafter the order has been invoiced.

OP - Delivery Ticket Print

The option to print only rescheduled invoice was not working correctly.For certain versions of OP it was printing all open delivery tickets thatwere not yet on a truck. It now prints only the rescheduled ones.


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Q - PURCHASE ORDER PROCESSING

QC - PURCHASE ORDER RECEIVING

We now prevent receipts from one branch from overriding receipts foranother branch. The branch directory is now being used as part of the G/Lreference to prevent this from happening. It was using the directory wherethe accounts receivable file resides but this did not solve the problembecause some branches may have a common accounts receivable file. It isnow using the directory where the branch control file resides since eachbranch must have a separate control file.

QE - PURCHASE ORDER ENTRY

QE has been modified to check the customer's credit when ordering ahold&bill items for a customer. If a customer is over his credit limitwhen the purchasing agent tries to order a Hold&Bill item for him, thepurchasing agent will have to enter a password in order to add the item tothe P/O. The password is set up in INSTALL (option 12). If the passwordis blank, the purchasing agent will be able to tab through it and enterthe item. This feature is designed to alert the purchasing agent that theyare buying goods for a customer that already has a high credit level. Ifa password was entered in INSTALL the purchasing agent will be forced toenter that password. This can be used to give the credit manager controlover what goods are purchased for customers with high credit exposure. Thecredit manager can allow the purchasing agent to add the item to the P/Oby entering the password, giving the password to the purchasing agent toenter, or by updating the customer so that the customer is not on credithold. See the screen below.


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When a sales order was created from a direct ship P/O a line wasoccasionally added to the sales order twice. The item was on the P/O onlyonce but it was on the sales order twice. This happened when a line wasdeleted from the P/O in QE and the line was re-entered with a differentitem #. This has been fixed.

The vendor lookup function was not working correctly. When the lookupoption is selected and a “?” is enter at the vendor number prompt QE callsthe vendor lookup routine. This routine was not working and the programwould hang. That has been fixed.

Purchase Order Entry was allowing “NOTE” to be entered as an item. Because“NOTE” has special meaning in order entry it should never be used as anitem. Purchase order entry has been changed to prevent “NOTE” from beingentered as an item.

If the INSTALL password is blank thepurchasing agent can just tab to continueentering the item. If an INSTALL password wasentered the purchasing agent must enter thatpassword to continue entering the item. A tabwill bring him back to the item # prompt.


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QI - PURCHASE ORDER INQUIRY

The vendor lookup function was not working correctly. When doing a vendorlookup in QI the paging options were not working. If you enter N to get tothe next page, P for the previous page, or E to exit the vendor lookupnothing would happen. These options now work.

QL - PURCHASE ORDER PREVIEW

QL did not print the long item notes. The purchase order preview did notprint the long stock item notes or the long non-stock item notes in theBCBI8 file after printing the item detail. This has been corrected.

QPC - P/O PRICE CONFIRMATION ENTRY

Batch processing has been added to the P/O price confirmation process. P/Oprice confirmation entry (QPC) and P/O price confirmation update (QPU) nowuse batch processing similar to NE if batch processing has been activated.QPC and QPU will now prompt the operator to enter a batch ID. When QPU isrun, it will only process purchase orders that were price confirmed usingthe same batch ID. Now each person can enter and process their own batchof invoices without interfering with other people that are processinginvoices. The batch processing for QPC is determined by the same installflag that NE uses, so if you are using batch processing for NE, then QPCwill also start using batch processing. Using QPU as the batch ID shouldcause QPC and QPU to work as they did before except that you will need toenter QPU as the batch ID when you start these programs.

QPC now stops at the posting date. Prior to this release, QPC woulddefault the posting date for the invoice to the receipt date and would notstop at the post date to allow the operator to change it. If the post datewas supposed to be different from the receipt date, the operator had toremember to manually select to change the post date. If he forgot, theinvoice would be posted with wrong date. An INSTALL flag can now be set toforce QPC to stop at the post date field when the invoice is entered.

QPU - P/O Price Confirm Update

QPU and NE could not be run concurrently. The logic that prevented QPC andQPU from running concurrently was also preventing NE from running. Thislogic has been changed so that QPU and NE will be able run at the sametime.

QT - ITEMS ON ORDER INQUIRY

IQ was freezing when the Q options was selected. When the Q option wasselected from program IQ the screen was not displaying correctly and theprompts that are supposed to display on the bottom of the screen did not


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display. Since the prompts did not display, the operator could not enter aproper response causing the program to hang. QT was changed and now workscorrectly when run from IQ.

R - INVOICING & ACCOUNTS RECEIVABLE MENU

KE - CASH RECEIPTS ENTRY

KE now automatically calculates the cash discount due a customer. The cashreceipts program (KE) will now calculate the discount due to the customerif paid within his terms. The customer file has been changed to allow useof the same terms codes that are used in the vendor file (see CM changesbelow) The terms code must be greater than one digit and must be definedin the terms code file. If a one digit code is used, all programs willassume that you are using the old terms that are set up in INSTALL and KEwill not try to calculate the discount due. If the terms code is greaterthan one digit, KE will use it to automatically determine if a discount isdue and to calculate the discount amount.

KE now displays how old the invoice is at the time of payment. If theorder was entered using the new terms code it also displays the customer'sterms, the term days, term percent, and the discount due. The discounttaken will default to the calculated discount.

To use this new feature terms codes must be set up using program RTERM.Then the customer’s terms code must be changed in CM or the terms code canbe entered directly in OE OR OM. Run INSTALL (option 2) and answer “Y” tothe question “Apply early pay discount in KE (Y/N)? “ and then enter thedefault discount code to use when prompted “Enter the discount code toapply the early pay discount to”.


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Order entry and order maintenance will also let you enter or change the termscode on the order using the new “Terms code” option. You can change the termsdescription without changing the terms code. For example, in OE if you select tochange field 10 you will be changing the terms description but not the termscode that is used in KE to determine the cash discount.

You can now enter a three digit Terms Code. Ifyou enter a terms code greater than 1 digit itmust be defined in program RTERM.


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A new terms code button allowsyou to change the terms code on theorder.

The terms code used on theorder displays now.


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KJ - CASH RECEIPTS JOURNAL

KJ no longer terminates with an error because of bad data. KJ wouldperiodically terminate with an error because there was a transaction inthe posting file for a blank customer and a blank invoice. The problemoriginated in KE. If the operator was viewing unselected invoices andthere were no invoices displayed but the operator entered 1 as thesequence number to pay KE would post a payment to a blank customer and ablank invoice. This would then cause a problem when KJ was run. This bughas been fixed.

KE now displays thenumber of days old theinvoice is based on thecurrent system date.

The term days, the discount %, and thediscount amount now display if a termscode was used. If the invoice is paid ontime the display will be highlighted ingreen. If not it will be highlighted in red.

If the invoice is being paid ontime the discount amount willautomatically be applied andthe discount code fromINSTALL will be used.


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We also changed KE to prevent it from terminating with an error when aninvoice is entered and the invoice to customer pointer file had an invalidcustomer number in it. It now prints a message to run FIXR5 and continues.

OC - SHIPPING CONFIRMATION

OC was not setting the flag to indicate that the invoice was corrected.When an order was printed with pricing through the pre-invoicing systemand then a line was change through OC the status of the invoices wassupposed to be set to “corrected”. If the operator used the end option inOC to exit the order, the order did not get set to corrected even though aline was changed. OC now sets the corrected flag when the end option isselected and lines were changed.

A serial # could not be enter in OC. The screen display was not correctwhen entering a serial # through OC. Because the screen display was notcorrect the serial number could not be entered. This problem has beenfixed.

RADJ - A/R ADJUSTMENTS LIST

This is a new program created to print A/R adjustments entered through KE.RADJ has three options. The P option Prints a report of discounts sortedby salesman and discount code. The B option builds a file containing thedetails of the discounts applied in KE. *QICLOOK can be used to createcustom reports from this file. The C option creates an excel spread sheetwhich includes the discounts.

The program can be run for a range of dates. If printing a report orcreating a spread sheet the operator can select a range of salesman, rangeof discount codes and can select if all discounts should be listed or onlyones charged back to the salesman. The report prints subtotals by salesmanand discount code.

RCHK - LIST CUSTOMER CHECKS/INVOICES

RCHK did not print all cash payments processed for a customer. Only thecash payment from the last journal was printed. The key to the check auditfile did not contain the journal number. Therefore cash payments from thelast journal would override the cash payments from the previous journal.The journal number has been added to the key of the check audit file. Itwill now show all cash payments.

RP - INVOICE PRINT AND POST

When updating RP would get hung if one of the invoices was missing aheader record. This problem has been corrected.


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RP now prints the amount deposited. If a deposit was entered on an orderthe deposit amount is now printed on the invoice as well the check numberor charge card authorization entered. It also deducts the deposit from theinvoice amount. If you are using a custom invoice print program you needto have it updated to print the deposit amount.

SUB-TOTAL 3606.00

FUEL SURCHARGE 5.25 ADD-CHARGES 5.25-----------

TAX ID: EX-5798 CHK/AUTH= 23420 INVOICE TOTAL 3611.25DEPOSIT 250.00- AMT DUE 3361.25

RR - Invoice Summary Register

The Invoice Summary Register now calculates the customer’s hold&billvalue. The hold&bill value for each customer is calculate by adding thehold&bill value for each item stocked for the customer. The hold&billvalue of an item is determined by multiplying the (quantity on hand plusthe quantity on order minus the quantity committed) times the last sellprice from the BCBI file. If there is no BCBI record for the customer/itemthen the first book price is used.

The invoice register now contains a list of deposits. It subtotals thesedeposits by type (cash, check, visa, etc.) and gives a grand total. Ifyou are interfaced to the G/L it updates you G/L cash accounts.

JPS 8.05.00 DevelopmentI N V O I C E S U M M A R Y R E G I S T E R D E P O S I T S

DI JOURNAL NUMBER # 11/24-709 (POST DATE 20091124)DATE: 11/24/09 Tuesday November 24,2009 PAGE 3

ORDER CUSTOMER DEPOSIT (CHECK/AUTH)============================================================================================W57277-00 900230 ADVANCED PRECISION MFG 250.00 23420

250.00 CASHTOTAL DEPOSITS 250.00

The deposit amount isprinted as well as the checknumber or authorization forcharge cards

The deposit is subtractedfrom the amount due

Deposits are listed andtotaled.

Deposits are subtotaledby type (cash, check,visa, etc)


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STR - SALES TAX REPORT

The taxable sales for exempt customers was reporting incorrectly. If anorder was entered with a tax exempt flag set to "T" (or taxable) and thenthe tax EXEMPT flag was changed in OM to "E" (or exempt) the tax on theorder was set to zero but the taxable sales was not set to zero. This hasbeen corrected.

R-1 - CASH PAYMENT PROCESSING

RPOCHG - CHANGE CUST P/O # ON INVOICE

RPOCHG is a new program that can be used to change the customer's P/onumber on an invoice. In many cases a customer will not pay their bill ifthe invoice does not show the customer's correct P/O number. In priorreleases there was no a way to enter or change the P/O number on an orderonce the order was invoiced. Now RPOCHG can be use to add or change theP/O number on the invoice and a new invoice can be sent to the customerfor payment.

REGAUD - RE-PRINT REGISTERS

A date range option has been add to REGAUD. This date range was added tofilter out old invoices that might be on the report because the invoicehistory had not been purged and the register numbers have rolled over.

RFM - RADIO FREQUENCY MANAGER MENU

IPBLU - ITEM PRIMARY BIN LOCATION UPDATE

Program IPBLU updates the primary bin location file for each item in theitem file. If a bin location was cleared in IM, there is no effect on theprimary bin location file leaving extraneous records in the file. Thisfix erases the sort files before updating them which clears any extraneousrecords.

RFU - RF User Menu for the RF Gun

RFIC – Item count

RFIC now adds the users initials as signed on to the gun to the RF files.


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RFPA - Put Away

RFPA did not display the purchase order number when the purchase order wascomplete. RFSU has an option to allow updating the on-hand quantitybefore the merchandise is put away (RFRU can be run before RFPA). In thissituation, the purchase order number should be displayed by RFPA even whenthe purchase order is complete.

S - SALESMAN ANALYSIS MENU

CAT - MONTH END AUDIT TRAIL

Cash discounts that are charged back to the salesman can be now be chargedbacks at any rate. A new field "OVERRIDE COM %" was added to the discountcode file and can be maintained through program DCM. This field makes itpossible to charge back up to 100 % of the discount amount. The discounttype must be "S" in order to apply this OVVERRIDE COM %. KE, KJ, CAT,SOCR and RADJ have all been changed to use this new commission rateinstead of the normal commission rate for the salesman. If the OVERRIDECOM % is set to 100 this would in effect charge back the full discountamount entered instead of a percentage base on the salesman's commissionrate. A special discount code must be set up in DCM and it must beapplied through KE.


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If the discount type is“S” you can enter thecommission % to beused when the discountis charged back to thesalesman.


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SMAN ORDER # DATE CUSTOMER SELL COST PROFIT MARGIN I/D NQ RATE======================================================================================================================10 054599-00 11/02/09 100260 AIB BASE STORES 197.20 162.00 35.20 17.85 % I 30.00 %10 054635-00 11/03/09 104400 KAFFEEKLATCH 78.50 64.38 14.12 17.99 % I X 30.00 %10 054847-01 11/05/09 102049 EAGLES LODGE 10.68 8.44 2.24 20.97 % I X 30.00 %10 055373-00 11/05/09 100120 ACTION HOBBIES 1,651.00 1,650.00 1.00 .06 % I X 30.00 %10 055380-00 11/06/09 100120 ACTION HOBBIES 300.00 120.00 180.00 60.00 % I 30.00 %10 055415-00 11/10/09 100100 A-1 JANITORIAL 120.00 109.80 10.20 8.50 % I X 30.00 %10 055481-00 11/15/09 100120 ACTION HOBBIES 4,993.60 4,990.10 3.50 .07 % I X 30.00 %10 055611-00 11/18/09 100100 A-1 JANITORIAL 166.04 136.16 29.88 18.00 % I 30.00 %10 055618-00 11/19/09 100100 A-1 JANITORIAL 162.64 137.02 25.62 15.75 % I 30.00 %10 DISCOUNT 11/08/09 SUMMARY 100% JRNL-00045 40.00- .00 40.00- 100.00 % 100.00 %10 DISCOUNT 11/12/09 SUMMARY JRNL-00089 3.00- .00 3.00- 100.00 % 30.00 %10 W55370-00 11/13/09 806480 PEGGY DROEGE 150.00 100.00 50.00 33.33 % I 30.00 %10 W55423-00 11/15/09 100155 ADAVNCE MACHINE 8,065.68 6,371.80 1,693.88 21.00 % I 30.00 %10 W55748-00 11/16/09 JOETMP JOE'S PAPER COMPANY 19.20 9.60 9.60 50.00 % I X 30.00 %

SM - SALESMAN'S FILE MAINTENANCE

Four three character user defined fields have been added to the salesmanfile. These fields can be used for *QICLOOK or SQL reports. Thedescriptions for these fields can be set up through INSTALL.

If a discount was charge back to a salesman usinga discount code that had an override commissionpercent (i. e. 100%) the override commission ratereplaces the salesman’s normal rate (i.e. 30%) onthe CAT report.


+

SA - SALES BCBI

BR - BCBI REPORT

The BCBI report wproblem has been

BRC - BCBI PRICE CHAN

Price change lett

Fields 15 through 18 have been addedas user defined fields. Prompts forthese fields can be entered through

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ANALYSIS MENU

as not breaking when the customer number changed. Thiscorrected.

GE REPORT

ers can now be faxed or emailed.

INSTALL


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WBRPT - WHO BOUGHT REPORT

The WBRPT has been modified to be GUI, and to optionally export data to anexcel spreadsheet. The data can only be exported to an Excel™ spreadsheetif FILEOUT is licensed.

SPDP - SYSTEM INITIALIZATION & MAINTENANCE

INSTALL - SET UP SYSTEM PARAMETERS

The default value was not displaying. When option 13 of INSTALL isselected the first question that displays is "Do you use branch transfers?(Y/N)?". There is no default answer. If this is the first time this optionhas been selected the default should be blank, but if it is not the firsttime it should default to the previous answer. It now does.

The word “forcast” was misspelled. It now reads forecast.

TEST - ORDER PROCESSING TEST & FIX PROGRAMS

TSTCOM - COMPARE COMMITTED INV TO ACTUAL

TSTCOM now has an option to print detail of the how the "order committed"value is calculated. Above each item printed on the report is a list oftransactions that make up the order committed value. This detail willinclude order lines for which the item is committed, open work orders thatthe item is committed to because it is part of a formulation item, andorders that contain kits which the item is part of.

We also added an option to print a range of items so you can focus on asmall range of items with out having to print all the items in youinventory.

TSTGCT - TEST GROUP CONTRACT FILE INTEGRITY

TSTGCT Now compares the expiration date on the group contract against theexpiration date on the individual contract. If they are not the same theitem will be listed on the report.

TESTQ7 -

New program to verify the Q7 file, to prevent incorrect display in IQ.The Q7 file contains the Item Number and PO Line Number to reportquantities on order. In the event that a line is changed on a PO and thepointer file is not, erroneous information could display. This programscans and corrects invalid entries.


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UPS - UNITED PARCEL SERVICE SUBSYSTEM

WRLDIMP - IMPORT FREIGHT CHARGES FROM UPS

WRLDIMP Now creates an audit report which prints at the end of processing.When it prompts for a printer the user can cancel or quit but the auditreport will be saved. Upon the next run of WRLDIMP, the user is alertedthat a previous report needs to be printed. The user is asked if he wantsto run the report. Answering yes will cause the audit report to print.Answering no clears the audit file and begins processing new orders. Aprogress bar has been added to show the user that the program is not hung.A progress message also displays before accessing the import script, sothat while the hourglass is on the screen, the user knows the program isworking.

V - VENDOR ANALYSIS SUBSYSTEM

VM - VENDOR FILE MAINTENANCE

The date that a vendor was added to the system was not being updated.There is a field in the vendor master file that indicates the date thevendor was added through VM. This field was not being updated when thevendor was added. It is now.

VNC - VENDOR NUMBER CHANGE/MERGE

VNC would error when updating multiple branches. The program wasattempting to create files with incorrect disk assignments. This has beenfixed.

WOP - WEB ORDER PROCESSING SUBSYSTEM

CPA - CUSTOMER PURCH ANALYSIS PROCESSOR

CPA was not building the Customer User file correctly. This has beenfixed.

WGEN - WEB ORDER PLANNER BCBI GENERATOR

WGEB was creating the PDA Users file to the incorrect size Thismodification resolves that issue.

WGEN was running very slowly on systems with a large data base. Aftertesting, we discovered that WGEN was jumping out to other programs tocalculate customer usage. The process of jumping to another program wasadding a significant amount of processing time. Modifications to the logicflow have resolved this issue. WGEM now runs significantly faster.


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WM - WEB ORDER PLANNER MAINTENANCE

We added a list box to WM as well as an option to output to an excelspread sheet. The print option in WM was incomplete and did not providethe necessary information for all customers and users. Therefore a listbox option has been added to WM. From this list box data can be printedon a report or output to an excel spread sheet.

SNPM S-S Notification Maintenance

We added a list box to SNPM as well as an option to output to an excelspread sheet. The print option in SMPM was incomplete and did not providethe necessary information for all customers and users. Therefore a listbox options has been added to SMPM. From this list box, data can beprinted on a report or output to an Excel™ spreadsheet.

WP - WEB ORDER UPLOAD PROCESSING

More details were added to the audit file. WP was changed to update adetail log file with all the fields loaded down from the web and used tocreate orders on Stanpak.

WPCM - WEB PARENT CHILD MAINTENANCE

If you assign a parent customer as a child to himself you could not deletethis relationship once it was set up. WPCM was changed to allow you todelete a record where the customer is both the child and the parent.

WOS - FORMULATION & KITTING WORK ORDERS

FOP - FORMULATION WORK ORDER PRINT

FOP was getting hung up when printing. If there was more than onefinished item on a work sheet the FOP report was printing 'end work order'multiple times. The program has been fixed to move to the next iteminstead.

new features guide - epicor new features guide v 8.05 page 3 of 46 ... cs - customer service ... op...

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