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Southware Excellence Series™ CMSS ENHANCEMENT GUIDE2016 Recap

A Division of Open Systems

SouthWare Enhancement List 2 CMSS 2016

Introduction

We are pleased to provide this recap of new features added to the SouthWare Excellence Series during 2016. Our Continuing Maintenance Subscription Service (CMSS) allows us to continually add new benefits and options to your software while protecting your investment, and in 2016 we also laid the groundwork for exciting new changes not yet released.

Revision 16

A major improvement in 2016 was the release of the Rev 16 platform. This new technology impacted all products and replaced the Rev 15 platform in order to accomplish two main objectives:

1. ToupgradeSouthWaretechnologytoprovidebettersupportfornewenvironmentssuchasWindows10andrelatedsoftware.

2. TochangesomefilesandroutinestoprepareforplannedfutureSouthWareenhancements.

With the Rev 16 Platform you got:

ü AnewsetofallprogramsthathavebeenrecompiledandupdatedtothenewRev16platformversionandthatuseMicroFocusextend®10whichiscertifiedtosupportWindows10.

ü TwomajorchangesthatimprovethespeedofsomesearchesandReportMatereports.ü Someproductenhancementsthatrequiredfilechanges.ü Modificationsthatenableotherfutureenhancements.

Other Features

In addition to the Rev 16 Platform we released dozens of other feature changes that are outlined in this document. The document is sequenced by release date, so it provides a chronological recap of the changes released this year. These notes (and changes since the printing of this document) are also available via the CMSS Star report available online.

Watch for a Great Finish to the Year!

As we write this (November) we are preparing to release a few other major changes before the end of 2016. They are outlined at the end of this document in the STILL TO COME section. By the time you read this these may already be released, so make sure you watch for these exciting additional benefits from your SouthWare CMSS.


ContentsIntroduction ........................................................................................................................ 2Dispatch Date Entry Auto Updates S/O Status ....................................................................... 7Improved Date/Time Field Headers for RM26 ........................................................................ 7Allow Package Discounts in OE Portal ................................................................................... 7Option to use ship-to address instead of bill-to address for Address Verification when processing a credit card ....................................................................................................................... 8Option for Salesperson Exclusion in Secured Salesperson Group ............................................. 9Option to assign a page style to an SF Form ......................................................................... 9Import Two Text Fields in Same Format .............................................................................. 11FlowPoint after Order Header Has Been Imported ................................................................ 11FlowPoint - When Copying Expiring Contract to Proposal ...................................................... 11Access Ship To File from Service Order Entry ...................................................................... 12FlowPoint - When Creating Work Order for Make-to-order Item in OE ................................... 12More Flexible Order Creation for Mobile Sales Account ......................................................... 13Cash Flow Bank Deposits Subsystem .................................................................................. 13

CashFlowBankDeposits........................................................................................................................14

FeatureHighlights..............................................................................................................................16

SetupforCashFlowBankDeposits....................................................................................................17

SelectBankAccountandThruDate...................................................................................................19

BankDepositPortal............................................................................................................................20

TechnicalNotes..................................................................................................................................23

Option to include payments entered through cash receipts on the X/Z Report ........................ 23PointofSaleA/RApplyPayment...........................................................................................................23

ActivatingtheApplyPaymenttab......................................................................................................24

HowthisAffectstheX/ZPointofSaleReport....................................................................................24

Option to print cash receipt from A/R Payment Portal .......................................................... 25OptiontoprintaPaymentReceiptfromA/REnterPaymentPortal......................................................26

SetUpNotes.......................................................................................................................................27

TechnicalNotes..................................................................................................................................27

Option to apply cash receipts from the POS portal ............................................................... 28PointofSaleA/RApplyPayment...........................................................................................................29

ActivatingtheApplyPaymenttab......................................................................................................29


HowthisAffectstheX/ZPointofSaleReport....................................................................................29

Wait Longer if Cayan Approval is Incomplete ....................................................................... 30Close Service Order Portal .................................................................................................. 30

CloseServiceOrdersPortal....................................................................................................................31

SetupRequirements...........................................................................................................................31

AccessingtheCloseS/OPortal...........................................................................................................31

ICESA for Mississippi ......................................................................................................... 33Physical Inventory Handheld Zero Counts ........................................................................... 33FlowPoint - Order Forms Header Print ................................................................................. 33FlowPoint - To Override DocTransfer Reprint Prevention ...................................................... 34Excel 2013 Changes for Macros .......................................................................................... 34New Data Dictionary variables for Background Server Status ................................................ 34AP Check Selection Grid (AP020303) now includes the Vendor Priority .................................. 35NL Shopping Cart - Prevent Blank Order ............................................................................. 35Warning if Deleting an Order Line Item Received on an RA .................................................. 36Service Order Portals now have option to view "ALL" service history for a piece of equipment 36Open Service Order Name/Address Key Word Search ........................................................... 36Orders/invoices may now have up to 200 tax localities per invoice ........................................ 37ReportMate File Access Search Tables (FAST) Indexing Technology ...................................... 38Contract Billing Tax Code O/R Based on Equipment ............................................................. 38Updated Documentation for Rev 16 .................................................................................... 38Indexed Temp Files Now Automatically Deleted ................................................................... 39You may now enter an 8-digit date in any date entry field .................................................... 39Customer Name/Address Key Word Search ......................................................................... 39Assemblies - Staging status helps track inventory being staged for production ....................... 41Assembly work orders - you may now create multiple tracking #s per WO ............................ 42Announcing ..... Rev 16 of the SouthWare Excellence Series™! ............................................. 42

Introduction...........................................................................................................................................44

DeadlineforInstallingtheRev16Platform.......................................................................................45

InstallationNotes...................................................................................................................................46

BeforeYouLoadtheRev16Platform................................................................................................46

InstallingthePlatform........................................................................................................................46

LoggingOntoCompletetheUpgrade................................................................................................47


VisionVersion6Option......................................................................................................................47

OverviewofProductChanges................................................................................................................49

NewKeyWordFiles...........................................................................................................................49

F.A.S.T.IndexingEnhancementforReportMate................................................................................49

Others.................................................................................................................................................49

SourceCodeNotes.................................................................................................................................50

UpgradingYourCustomSourcetoRev16isMostlyaRecompile.....................................................50

KeyWordFiles........................................................................................................................................52

CustomerName/AddressKeyWordSearch.......................................................................................52

OpenServiceOrderName/AddressKeyWordSearch.......................................................................53

ReportMateFileAccessSearchTables(FAST)IndexingTechnology......................................................54

HowItWorks......................................................................................................................................54

CreatingaFASTIndexField................................................................................................................56

SpecifyingaFASTIndexFieldWhenCreatingaReportMateFormat.................................................57

EffectivelyUsingaFASTIndexFieldRange........................................................................................58

Enhance Data Auditing for PO Canceled Line Items .............................................................. 58Improvement to Rounding for Commissions w/Package Discounts ........................................ 59Changing Vendor on PO Will Auto-Change Vendor Part# ...................................................... 59FlowPoint - Option to Exclude Location When Duplicating Stock Item .................................... 59FlowPoint - Option to FAIL when deleting a Register in the Posting Register Manager ............ 60Key Word Search Indicator if Stock Item is In Marketing Catalog .......................................... 60FlowPoint - Option to FAIL on E-Launch .............................................................................. 61FlowPoint - Option to Skip Display of Past Due Invoices for E-Mail ........................................ 61CAYAN - Allow Credit for Billing Adjustment ........................................................................ 62PO Entry Won't Allow Frozen or No Purchase Matrix Items ................................................... 62FlowPoint - Option to Change Data When Equipment Changes Ownership ............................. 62NetFlow - Add ID to wicrmoppview.htm .............................................................................. 63FlowPoint - Option to Replace G/L Cash Account for Cash Receipt ........................................ 63NetFlow - Add NetPoint to Customer Service Portal .............................................................. 64FlowPoint - When Work Order Needs Tracking # for Component .......................................... 64FlowPoint - When Service Order is Credited or Copied .......................................................... 65CRM Access to SO Quotes Now Uses QuickScreens SO Portal ............................................... 65


SV and IS operators - option to change PO buyer when creating from master ....................... 65Data Auditing for S/O Copy Function .................................................................................. 66FYI now skips parameters screen when called for editing a report ........................................ 66New RM File for Inventory Transaction History .................................................................... 66Still To Come! ................................................................................................................... 68

TaskWiseInternalConversations(TWIC)...............................................................................................68

MobileTechnicianTimeTracking...........................................................................................................71

MobileTechAuto-GenerateLaborCostLineItems...............................................................................72

ServiceOrderDispatchMapping............................................................................................................73

TechnicianServiceOrderMapping........................................................................................................74

TechnicianGPSTracking.........................................................................................................................75

TechManagerPortal..............................................................................................................................76

Year-EndTaxReportingComplianceChanges........................................................................................77

AllowTaskWiseContactNamestobeSelectedinOrderEntry..............................................................77

AllowTaskWiseContactNamestobeSelectedinServiceOrderEntry.................................................77

AllowTaskWiseContactNamestobeSelectedinPurchaseOrderEntry..............................................77

OptiontoChangeCustomerNumberonServiceOrder.........................................................................77

EnhancecustomerkeywordcreationforNon-A/Rcustomer................................................................78


2016 CMSS Enhancements Enhancements Released since 1/01/16

Dispatch Date Entry Auto Updates S/O Status

In the Service Order Entry portal when you enter a dispatch date the portal will automatically update the S/O status to Dispatched.

This helps ensure that operators don't forget to update the status when they dispatch service orders.

ID: SOSCHDT

Release Date: 1/07/16

CMSS Date: 1/07/16

Improved Date/Time Field Headers for RM26

In RM26 (Notes Data File) - fields 90-92 headings have been changed to reflect a more accurate description of the fields as they are pulling the current date/time from the temp file.

ID: RM26HDR


CMSS Date: 1/21/16

Allow Package Discounts in OE Portal

You may now use package discounts in the OE Entry Portal. Package discounts are a special type of miscellaneous charge discount that gets allocated across the line items (to accurately reflect the proper margin for each line item).

ID: OEPKGDIS


CMSS Date: 1/31/16


Option to use ship-to address instead of bill-to address for Address Verification when processing a credit card

A new option has been added to the Credit Card Interface ID (XX051302) to use the ship-to address for address verification instead of the bill-to address. The new option is field #13. "Address Override". A Y will use the ship-to address for all address verification.

ID: CCADOV


CMSS Date: 1/31/16


Option for Salesperson Exclusion in Secured Salesperson Group

A new salesperson exclusion feature was released in January 2016. If you use group IDs for your salespersons, the system will now ask if you want to exclude or include the salespersons marked in the group.

In XX0302 field 15. Secure Salesperson ID, if you enter a group you will get the following question:

If you answer Yes, then the salespeople in the group are the only ones that the operator does not have access to (Excluded From). Use this option when the user can access all salespeople but just a few.

ID: SPEX


CMSS Date: 1/31/16

Option to assign a page style to an SF Form

In The Printer Page Style Maintenance Program (XX05050204), you can setup a special style sheet for an SF form.


Setup/Implementation Notes:

Specify a special page style per SF Form type in XX05050204 page styles. If you have more than one invoice form that you use you can set up a page style for each one by using all 4 keys in the form name.

Key1: Record Type Key2: Forms Type Key3: Location Key4: User Keyfield

For example, an invoice form active for location 001 in SF01: 1.1P 2. OE01 3. 001 4. would have the page style ID 1POE01001 in XX05050204 . ID: SFSTYL


CMSS Date: 1/31/16


Import Two Text Fields in Same Format

ImportMate has been enhanced to allow the import of two TEXT type fields in the same format. Previously you could only do a single TEXT field per format.

This is particularly useful in NetLink portals since it allows you to create forms that could (for example) import both header and trailer text fields in the same format.

ID: MULTITXT


CMSS Date: 1/31/16

FlowPoint after Order Header Has Been Imported

A FlowPoint has been added to the sales order import process after a new order has been imported.

The requested use of this FlowPoint is so the user can email that the order was received and give the order number in the email.

Program ID: I2RS07UP (flowmod needs to be for import format name) Flowpoint: 87IMW2 DD File: ZF20 DD Field: 30 Primary File: RS07 Has Fail Logic: NO ID: IMWF02


CMSS Date: 1/31/16

FlowPoint - When Copying Expiring Contract to Proposal

A FlowPoint is now available that allows WorkFlow logic to control which line items are copied from a contract to a proposal. This copy function is the menu option SV-03-03-03-02.

User scenario is they want to be able to read lines on SV03 contract detail and FAIL to not copy the items from an expiring contract to the new proposal.


Program ID: SVCONMOV Flowpoint: 8702 DD File: ZF27 DD Field: 149 Primary File: SV03 Contract Detail file Has Fail Logic: Yes- Fail will not copy over the contract detail line

ID: FPCTRCPY


CMSS Date: 1/31/16

Access Ship To File from Service Order Entry

In the Service Order entry program (SV-01-01-03) you may now access the ship to file from the ship to address window. Press [F3] to access the search function, and you may also press [F3] within search to directly access the maintenance program to add or change a ship to address.

ID: SOSHIP


CMSS Date: 2/11/16

FlowPoint - When Creating Work Order for Make-to-order Item in OE

In Order Entry (IS-01-02-01) - FlowPoint now available when a work order is created for a make to order item.

Example scenario is so the user can update the stock Bill of Material reference they want to use to build the work order. The FlowPoint will allow the user to populate the stock Bill of Material reference (but will not rewrite the stock record). Program Name: S1OE Flowpoint: 8702 DD File: ZF24 DD Field: 43 Primary File: IV01 Has Fail Logic: NO


ID: FPWOMAKE


CMSS Date: 2/29/16

More Flexible Order Creation for Mobile Sales Account

When you access an account in the Mobile Sales portal and click to Add An Order the link will now allow you to create an order/quote/credit etc. Previously the link automatically created an order for the customer.

ID: MTSLSOE


CMSS Date: 2/29/16

Cash Flow Bank Deposits Subsystem

The Cash Flow Bank Deposits feature enables you to accurately record the date when cash or checks received from customers are deposited into a bank account. This is helpful in bank reconciliation because you can control when a payment is considered “deposited” regardless of the date you received the payment. For example, if you receive payments on a Friday that don’t get deposited until Monday, you can specify the cash/check deposit to be a Monday deposit.


Cash Flow Bank Deposits

The Cash Flow Bank Deposits feature enables you to accurately record the date when cash or checks received from customers are deposited into a bank account. This is helpful in bank reconciliation because you can control when a payment is considered “deposited” regardless of the date you received the payment. For example, if you receive payments on a Friday that don’t get deposited until Monday, you can specify the cash/check deposit to be a Monday deposit.

ContentsFeatureHighlights..................................................................................................................................16

SetupforCashFlowBankDeposits........................................................................................................17

SetupRequirements...........................................................................................................................17

ActivatingtheBankDepositsFeature................................................................................................17

AccessingtheCashFlowBankDepositPortal....................................................................................18

SelectBankAccountandThruDate.......................................................................................................19


BankDepositPortal................................................................................................................................20

ToSelect/UnselectIndividualItems...................................................................................................20

ToSelect/UnselectMultipleItems.....................................................................................................21

PostingaDeposit................................................................................................................................22

TechnicalNotes......................................................................................................................................23


Feature Highlights

Highlights for this feature include:

• Temporary“holding”filefordepositinfoforeachcashorcheckpaymentreceived.• “CashHolding”G/LaccountnumberperBankIDtohandlethependingcashamounts• BankAccountoptiontocausethepostingupdatesforallsystemsthatcreatecashflowdeposits

toposttotheholdingfile.ThisincludesEndofDayandA/RCashReceipts.o Cash/checkpaymentsaredebitedtoCashHoldingaccount.o AffectsonlyCashIntransactionsrelatedtodeposits-wouldnotaffectothertypesof

CashFlowpostingssuchasG/Ljournaltransactions• PortalforBankDeposits:

o SpecifyBankAccountanddate§ DateoptionsincludeThrudateorRangeofDates§ Initialoptiontoautomaticallyselectallpendingpaymentsfordeposit(for

bank/dateselections)o Showallpending(unselected)andselectedpayments(forbank/date)inagrido PageshowsTotalforallselectedpaymentso Optiontoselect/unselectindividualpaymentsbyclickingonthepayment

§ Thisflags/unflagstherecords–flaggingisassociatedwithaparticularCFoperator

o OptiontoselectAllitemso OptiontoselectAllitemsshown

§ Allowsyoutofilterthegridandtheneasilyselectallofthemforpostingo Optiontoclearallselections

§ ClearsallselectionsfortheCFoperatoro OptiontoclearAllitemsshown

§ Clearonlythecurrentfilteredlisto OptiontopostselecteditemsasaDeposit

§ PortalasksforaDepositIDanddepositdate§ Allitemsselectedfortheoperatorarecombinedasasingledepositandposted

toCashFlowandGeneralLedger§ PostingcreditsCashHoldingG/LaccountanddebitsapplicableCashaccount


Setup for Cash Flow Bank Deposits

Setup Requirements This portal should be run within a normal SouthWare login session (SouthWare’s browser). The portal also requires NetLink Server mode - Processor mode is NOT supported.

Any SouthWare operator with a default cash flow operator and security access for Cash Flow of at least 5 may use this portal to select or unselect items for a deposit. To post a deposit requires a security level of 6 for Cash Flow.

ProductLicensing• Requires SouthWare Cash Flow license • Requires use of NetLink Server mode (not Processor mode) • Requires SouthWare CMSS licensed through 12/31/15

Activating the Bank Deposits Feature To use this feature for a bank account you must activate it within the bank account record, CF-04-01.

13. Use Deposit System:

Enter “Y” to activate the Bank Deposit system for this bank account. This will cause each cash or check payment received to be posted to a temporary deposit file. You may then select and post items in the temporary file to match the deposits you submit to the bank.

ThisoptionchangesthepostingupdatesforEndofDayandA/RCashReceiptso Cash/checkpaymentsarepostedtotheDepositholdingfileo Cash/checkpaymentsaredebitedtotheCashHoldingaccountintherelatedBankID

record.o ThisaffectsonlyCashIntransactionsrelatedtodeposits–doesnotaffectothertypesof

CashFlowpostingssuchasG/Ljournaltransactions

Holding Account:Specify the account number to be debited when cash/check payments are posted to the temporary holding file for deposits. This is a suspense or temporary account that holds the value of the cash until it is deposited into the actual cash account.

Here is the accounting flow:

1. Cash/checkpaymentispostedfromEndofDayorA/RCashReceiptstothedepositholdingfile:

a. DebitCashHoldingAccountb. CreditSalesorA/R

2. Cash/checkpaymentisselectedandpostedaspartofadeposittoCashFlow:a. DebitCashaccountforpayment


b. CreditCashHoldingAccount

Accessing the Cash Flow Bank Deposit Portal You may access this portal from the QuickScreens menu option “CF – Bank Deposit Portal”.


Select Bank Account and Thru Date

When you access the portal a window will ask you to specify the following:

Bank Deposits – Select Bank

Bank Account Select one of the valid bank accounts set up in the Cash Flow system (CF-04-01). Thru Date

Specify the Thru Date for the payments you want to review. This defaults to the current date. The resulting list will show all unposted payments received thru this date for the selected bank account.


Bank Deposit Portal

After you confirm the parameters the Bank Deposit selection listing appears:

Bank Deposit Selection Listing The list shows unposted cash and check payments for the bank account that have been received thru the specified thru date. It includes only items that have already been selected by your default Cash Flow operator or items not selected. Items selected by another Cash Flow operator are not shown. The upper right shows the total amount selected along with the number of checks selected (as a verification aid). To Select/Unselect Individual Items Items that are selected show a check mark to the left of the item. Items not selected show a box to be checked. Click on a check mark to unselect the item, and click on a box to select the item.


To Select/Unselect Multiple Items

Several options make it easy to change several items in one operation:

Select All Choose this option to select all the items.

Select List Choose all items currently shown in the list. This option lets you filter the list using one or more of the column filters, then select the resulting list. For example, if you want to make a deposit for a single drawer you could filter the list to a single drawer, select the list, and post the deposit. You could then do the same for the next drawer.

Clear All

Chose this option to unselect all the items. Only items selected by your cash flow operator will be cleared.

Clear List Unselect all items currently shown in the list. This option lets you unselect only the items shown using one or more filters.


Posting a Deposit When you have selected all the items for a deposit you may post the deposit to the Cash Flow

system. Click on the Post Deposit button (beside the totals in the upper right) to display the Deposit Options window:

Bank Deposits – Define a Deposit

Deposit ID Enter a unique ID to identify this deposit. This ID will display for the deposit when you do Bank Reconciliation in Cash Flow.

Deposit Date Specify the Deposit Date for the deposit. This is the date that will appear in Bank Reconciliation for this deposit to indicate when the deposit should be recorded by the bank.

When you confirm this data the deposit will be posted. Then the temporary records will be removed from the holding file.

You then have the option to select another bank account and date. If you are finished with the portal you may exit.


Technical Notes

Below is a list of the NetLink pages specifically for this portal:

Main Pages

• QSCFDEPOSITHUB– container with Bank parameters • QSCFDEPOSIT – list of payments to be deposited

Other Pages

• QSNLCFSUB – request to call NLCFSUB subroutine (various commands)

ID: BNKDEP


CMSS Date: 12/31/15

Option to include payments entered through cash receipts on the X/Z Report

If you enter applied payments in the Apply Payment portal or in the Cash Receipts entry program (AR-02-02) and have a drawer defined for your workstation record then payment records are created that will appear on the X/Z report. This allows the X/Z report to include all payments for a drawer.

If using this feature, you should have a location specified in your cash receipts operator (AR-07-11, field 4, Payment Type Location) so that End-of-Day processing for the location can delete the payment records entered from cash receipts.

Point of Sale A/R Apply Payment

This feature allows you to accept payments from customers and apply them to multiple documents via the Point of Sale (POS) portal. The POS portal allows for a payment on account transaction, but this is limited to a single application. The Apply Payments feature gives you access to features of the Cash Receipt portal including:

• Enteracustomerpayment• Applythepaymenttomultipleopeninvoices• Createopenpayments


• Optiontoprintapaymentreceipt

Activating the Apply Payment tab

In the POS Config tab under the POS Configuration options the following options appear:

Display Allow Payment Tab?

Check this option to activate the Apply Payment tab in the POS portal. This tab will appear only if the POS operator has a security level of at least 5 for Accounts Receivable. The tab will access the A/R Payments portal. See the “AR – Enter Payments” QuickScreens option and related documentation.

When you enter a payment from the POS portal the program will create a payment record for the XZ report as long as the operator has a defined cash drawer.

- AutomaticReceiptDisplay

Check this option to specify to have the Enter Payment portal automatically prompt to print a receipt when called from the POS portal. Each time you finish a payment transaction the Payment Receipt window will display (as if you clicked “Print Receipt”).

NOTE: This will not affect the Enter Payment portal when called directly as a portal.

How this Affects the X/Z Point of Sale Report



ID: ARRECEIPT


CMSS Date: 12/31/15


Option to print cash receipt from A/R Payment Portal

The A/R Enter Payment portal now offers the option to print a payment receipt. When you view an existing transaction (in review mode for a new transaction or from the Pending list) there is a Print Receipt option in the toolbar.


Option to print a Payment Receipt from A/R Enter Payment Portal

The A/R Enter Payment portal now offers the option to print a payment receipt. When you view an existing transaction (in review mode for a new transaction or from the Pending list) there is a Print Receipt option in the toolbar.

Click on this button to display a window with a payment receipt:

You may then print the receipt page to any printer available from your workstation. Close the window when you are finished.

Note: For new transactions you must use Review Mode in order to have access to the print receipt option.


Set Up Notes

In order to print the page correctly you must make sure the Internet Explorer print settings on your workstation will print the page without browser headers/footers. Here are the steps to do this:

1. OpenInternetExplorer,clickontheTools(gears)button,andunderthePrintmenuselect“PageSetup”.

2. UndertheHeadersandFootersoptionssetalltheoptionsto–Empty-.3. Makesurethe“EnableShrink-to-Fit”optionisnotchecked.4. ClicktheOKbutton.

Internet Explorer – Page Setup options

Technical Notes

• Thereceiptformatisdefinedinthetemplateqsarpreceipt.htm.YoumaymodifythisviaNetFloworacustomtemplate.

• TheNetLinkrequestforthereceiptisQSARPRECEIPT.

ID: ARRECEIPT



CMSS Date: 12/31/15

Option to apply cash receipts from the POS portal

This feature allows you to accept payments from customers and apply them to multiple documents via the Point of Sale (POS) portal. The POS portal allows for a payment on account transaction, but this is limited to a single application.


Point of Sale A/R Apply Payment

This feature allows you to accept payments from customers and apply them to multiple documents via the Point of Sale (POS) portal. The POS portal allows for a payment on account transaction, but this is limited to a single application. The Apply Payments feature gives you access to features of the Cash Receipt portal including:

• Enteracustomerpayment• Applythepaymenttomultipleopeninvoices• Createopenpayments• Optiontoprintapaymentreceipt

Activating the Apply Payment tab

In the POS Config tab under the POS Configuration options the following options appear:

Display Allow Payment Tab?

Check this option to activate the Apply Payment tab in the POS portal. This tab will appear only if the POS operator has a security level of at least 5 for Accounts Receivable. The tab will access the A/R Payments portal. See the “AR – Enter Payments” QuickScreens option and related documentation.

When you enter a payment from the POS portal the program will create a payment record for the XZ report as long as the operator has a defined cash drawer.

- AutomaticReceiptDisplay

Check this option to specify to have the Enter Payment portal automatically prompt to print a receipt when called from the POS portal. Each time you finish a payment transaction the Payment Receipt window will display (as if you clicked “Print Receipt”).

NOTE: This will not affect the Enter Payment portal when called directly as a portal.

How this Affects the X/Z Point of Sale Report




ID: ARRECEIPT


CMSS Date: 12/31/15

Wait Longer if Cayan Approval is Incomplete

Cayan Interface. The program has been changed to give a message after 1 second of waiting for a response, that we do not have an answer. The user must answer Y to continue waiting. If they answer N we warn them that there could be a possible duplicate trx on Cayan for that sale.

Previously we gave an XML parse error if we did not receive an answer back after 2 seconds. This change is to reduce the number of duplicate trx that go thru Cayan because the user F8s out of the XML parse error and processed again not knowing that the original trx was approved but we had not received that approval. This could be because of internet connection or slowness on the network, etc.

If the user chooses not to wait, we will also log a parse error to a separate log file in the swrun\temp\log directory if logging is turned on to let us know that we never got a response back from Cayan and the user chose not to wait.

ID: CAYANXML


CMSS Date: 1/21/16

Close Service Order Portal

This feature displays a list of open service orders and provides the option to close a service order with one click. The portal is designed to make it easy to review and close multiple service orders.

NOTE: A new ReportMate data dictionary variable has been added SV04 field #320 that will return a "Y" if the service order can be closed.


Close Service Orders Portal This feature displays a list of open service orders and provides the option to close a service order with one click. The portal is designed to make it easy to review and close multiple service orders.

Setup Requirements

• ThisfeatureisanadditionaloptionfortheEnterServiceOrdersportalandhasthesameproductrequirementsasthatportal.

• Toaccesstheportalyourserviceoperatorrecordmustallowyoutocloseserviceorders(SV-07-17,field22,“CloseaServiceOrder”mustbe“Y”).

Accessing the Close S/O Portal

The Close S/Os portal is accessed via a tab in the Enter Service Orders portal. This tab appears if you have the security clearance to close Service Orders. Click on the tab to display the portal.


Sample S/O Close Portal

The list shows all open service orders. The icon to the left of each row shows whether the service order is ready to close or if there are backorders or other situations that will prevent you from closing the service order.

- Not OK to Close - OK to Close

The preview pane to the right shows more info about the service order row that is currently selected. FilteringtheListYou may use the filter fields at the top of each column to filter the service orders shown. For example, you could use the Status column to limit the list to only service orders with a “Finished” status.

ToCloseaServiceOrderClick on the selection image to the left of the service order. This will call the closing process and display any messages if necessary. If the service order is successfully closed the image will change to a checkmark image to show that the service order has been closed. The next time you refresh the list the closed service order will not be included on the list. ToEditaServiceOrderClick on the edit image to zoom to the Service Order edit portal for the service order. From that portal you may make changes or use Full Edit to zoom to the standard entry program to make changes.


ID: SOCLOS


CMSS Date: 3/31/16

ICESA for Mississippi

Changes to ICESA magnetic media format for the state of Mississippi. Mississippi requires only the "S" record for state quarterly reporting.

Also, positions 50-63 should contain SUI taxable wages not total state wages. Current SUI taxable wages are stored in position 64-77.

ID: MISSPR


CMSS Date: 3/31/16

Physical Inventory Handheld Zero Counts

The handheld web pages for physical inventory counts will now create a record for zero counts. This helps track items that have been checked even if none were counted.

ID: HHZERO


CMSS Date: 3/31/16

FlowPoint - Order Forms Header Print

Add a flowpoint for SF forms for the header of an invoice. Program ID: RSBILPRT (Header of SF Order/Invoice Form) Flowpoint: 8708 DD File: ZF06 DD Field: 333 Primary File: RS07


Has Fail Logic: N

ID: FPINVSFH


CMSS Date: 3/31/16

FlowPoint - To Override DocTransfer Reprint Prevention

A FlowPoint has been added to the DocTransfer Launch program (DT01) at the point the program checks to see if an invoice has already been printed. This FlowPoint has FAIL logic that will continue with the processing even if the program finds the invoice is flagged as printed. All the lines on the order will be output.

This provides a way that a user may output a Doc Transfer invoice file for a sales order. This must be done thru DT01 menu to output the file for an order.

ID: FPDTINV


CMSS Date: 3/31/16

Excel 2013 Changes for Macros

This change affects OfficeLink EXCEL and Macros. If you use Excel 2013, the macros are stored in the personal workbook ending in .xlsb. In previous versions of Excel the macros were stored in files ending in .xls. SouthWare OfficeLink will now look for both extensions.

ID: EXCELMAC


CMSS Date: 3/31/16

New Data Dictionary variables for Background Server Status

Three new data dictionary variables have been added to view the status of the background servers.


Example use: Email IT department if SWSERVER status is "Not Running".

Data Dictionary Variables:

XX99 307: SWSERVER Status XX99 308: SQSSYNC Server Status XX99 309: NL Background Server Status

The valid status are: RUNNING, IDLE and Not Running

ID: BGSTAT


CMSS Date: 3/31/16

AP Check Selection Grid (AP020303) now includes the Vendor Priority

The Vendor Priority has been added to the AP Check Selection Grid (AP020303) to allow users to sort documents by priority code.

ID: VNDPRI


CMSS Date: 4/30/16

NL Shopping Cart - Prevent Blank Order

In rare instances a blank shopping cart order number was created. The NetLink Shopping Cart was enhanced to prevent the creation of a blank order if an order has already been created for the current login session.

ID: NLSHOP1


CMSS Date: 4/14/16


Warning if Deleting an Order Line Item Received on an RA

In SV010103 (Service Order Entry) and IS010201 (Sales Order Entry) - A warning is displayed when attempting to delete a line item if it has been received on an RA.

ID: SVLINRA


CMSS Date: 5/12/16

Service Order Portals now have option to view "ALL" service history for a piece of equipment

The QuickScreens SO Portal and Remote tech portal now have an option to review all service history for the equipment id associated with the service order.

NOTE: This change is to allow you to see all service work even if the equipment has changed ownership.

ID: SOHIST2


CMSS Date: 5/30/16

Open Service Order Name/Address Key Word Search

The names and addresses for open service orders are now indexed in a key word file. This means that you may quickly find an open service order using any of the words found in the service order customer name or address. In previous revisions you could find an open service order by a word, but the system had to read the entire open service order file. Now the system can search the key word file instantly and read only the matching service orders.

The open service order key word file is implemented in the service order search function and in ReportMate:

In the open service order search program the available search options now include Name/Address Key Word. When you select this option the search function will use the key word index to find open service orders associated with a key word (or words).


In ReportMate the open service order key word file is available as a new primary file for reporting (SV38). When you use this file as the primary file for a report you can enter a range of “Match String” values and the system will use the key word file to find all matches.

If you want to search only Name fields or only Address fields there is a [N]ame or [A]ddress field (field 6) you may use to screen the records. Specify to include only “N” records to get only names, or specify to include only “A” records to get only addresses. If you don’t screen records by this field you will get all records that match on either the name or address.

Using Multiple Words

An additional benefit of the key word feature is that you can use multiple words to filter the results of the search. If you enter more than one word the system will retrieve only records that match ALL words. So if you search for “smith” and “atlanta” you will get only open service orders have both smith and atlanta key words.

In previous revisions you could do a mask matching to find one word, but using multiple key words can make your searches even more focused.

Platform 16 Implementation Note

The open service order key word file is initially built during Platform 16 conversion, and is then maintained automatically as you add, change, or delete open service orders.

ID: R16SOKW


CMSS Date: 5/31/16

Orders/invoices may now have up to 200 tax localities per invoice

The internal table for tax localities per order or invoice has been expanded to handle up to 200 tax localities. This is primarily to handle contract service invoices that bill for equipment located in many different localities on the same contract.

ID: R16SLSTX


CMSS Date: 5/31/16


ReportMate File Access Search Tables (FAST) Indexing Technology

With the File Access Search Table (FAST) feature you may create new index keys to enable faster ReportMate reports. A FAST index key gives you similar capabilities to the standard alternate key fields for a SouthWare file. When you create a ReportMate report and use an index key as the first range the report will process much faster because the report reads only the records that match the index key. This is typically needed only on files with a large number of records, and tests indicate this can result in reports that run 5 times faster than the same report without an index.

Here is an example. Let’s say you want to create an FYI report that allows you to find a particular serial number in the tracking ledger file (IV47) when you don’t know the stock number. Since the serial number alone is not a standard alternate key, if you enter a range of a single serial number your report will need to read every record in the file to look for the serial number – this may be slow if you have a lot of records.

To make this report fast you can create a FAST index key for the serial number field in IV47. Then you may use this field as the first range in your FYI report for file IV47. If you then enter a range of a single serial number the report will read the index keys and instantly find the record(s) with that serial number.

See the Release Notice for more documentation on this feature.

ID: R16FAST


CMSS Date: 5/31/16

Contract Billing Tax Code O/R Based on Equipment

Contract billing for equipment will now default the tax code from the override in the equipment ship to address if applicable

ID: R16SLSTX


CMSS Date: 5/31/16

Updated Documentation for Rev 16


All of the PDF documentation files for SouthWare products were updated for features through the release of the Rev 16 platform.

These updated files are available through the SouthWare help system [F7].

ID: R16DOC


CMSS Date: 5/31/16

Indexed Temp Files Now Automatically Deleted

All indexed files in the temp folder under the SouthWare run directory are now automatically deleted each day. This is done during the login process.

ID: R16DELTM


CMSS Date: 5/31/16

You may now enter an 8-digit date in any date entry field

In previous revisions you could enter only 6 digits with the system assuming the century. You may still enter a six-digit date, but you may now also enter an 8-digit date.

ID: R16DATE8


CMSS Date: 5/31/16

Customer Name/Address Key Word Search

The names and addresses for customers are now indexed in a key word file. This means that you may quickly find a customer using any word or words found in the customer’s name or any of the addresses associated with the customer. In previous revisions you could find a customer by a word such as “Smith” or “Auburn”, but the system had to read the entire customer file. Now the system can search the key word file instantly and read only the matching customers.


The files indexed for customer key words include:

• Customer name, address, contact

• Bill to addresses

• Ship to addresses

• TaskWise contact names/addresses

The customer key word file is implemented in the customer search function and in ReportMate:

In the customer search program the available search options now include option 8, Name/Address Key Word. When you select this option the search function will use the key word index to find customers associated with a key word (or words).

InReportMatethecustomerkeywordfileisavailableasanewprimaryfileforreporting(AR27).Whenyouusethisfileastheprimaryfileforareportyoucanenterarangeof“MatchString”valuesandthesystemwillusethekeywordfiletofindallmatches.

TheAR27DataDictionaryalsocontainsfieldstooutputthematchingnameandaddressregardlessofwhichcustomer-relatedfilehadthematch.Soiftheword(s)youspecifyexistinashiptoaddressyoucanoutputtheinfofromtheshiptoaddress,ifthewordsmatchthecustomerrecordyoucanoutputtheinfofromthecustomerrecord,etc.

IfyouwanttosearchonlyNamefieldsoronlyAddressfieldsthereisa[N]ameor[A]ddressfield(field6)youmayusetoscreentherecords.Specifytoincludeonly“N”recordstogetonlynames,orspecifytoincludeonly“A”recordstogetonlyaddresses.Ifyoudon’tscreenrecordsbythisfieldyouwillgetallrecordsthatmatchoneitherthenameoraddress.


An additional benefit of the key word feature is that you can use multiple words to filter the results of the search. If you enter more than one word the system will retrieve only records that match ALL words. So if you search for “smith” and “atlanta” you will get only customers who have both smith and atlanta key words.



The customer key word file is initially built during Platform 16 conversion, and is then maintained automatically as you add, change, or delete customers or associated records.

ID: R16CUSKW


CMSS Date: 5/31/16


Assemblies - Staging status helps track inventory being staged for production

This enhancement adds the ability to insert an additional step in the reserve process. Prior to this change the W/O is reserved which puts required stock quantities in the In Use field in the stock record. Posting then relieves the In Use quantity and relieves the On Hand quantity. This new option changes the reserve process by placing the quantity in the Committed field. An additional step is then required to move the quantity from Committed to In Use. The posting process relieves the appropriate quantity (In Use or Committed) and also relieves the On Hand quantity.

Activating

A flag in the Assemblies control record turns on this option. See field 8 in the control file maintenance. When it’s turned on the program will update existing work orders with a new flag that says reserved means Committed and will update the stock qtys with Committed and reduce In Use. If you later turn the feature back off the program will reset everything back to In Use on the work orders.

Entry/Reserve

If the control option is set to use the 3-step process, when you enter a Work Order the "F3 - Reserve" prompt should be available. Reserving the W/O will place the required quantity in the stock Committed flag. Once reserved the F3-prompt then becomes "F3 - Issue".

Issuing the W/O changes those line items that have been reserved from Committed to In Use quantities.

If for some reason additional stock needs to be reserved after the W/O has been issued, for example additional stock items are added or backorder quantity becomes available, the F3 prompt will become a bar select that allows you to select to reserve or issue. Quantities cannot be issued unless they are Committed (reserved). In other words, you can't issue quantity without the reserving it first.

If the line item is issued the info displays for the line item reflect the quantity issued vs. quantity reserved. In the line item record the quantity, date, and operator are stored when the line item is issued. Also some of the other displays such as the status at the top of the W/O will say issued vs. reserved.

ID: R16ASSTG


CMSS Date: 5/31/16


Assembly work orders - you may now create multiple tracking #s per WO

You may now create multiple tracking numbers per Assembly Work Order header. When you enter a work order you will be allowed to enter a quantity to make. Prior to this change the quantity field auto defaulted to 1 if the stock number to make is a serialize item, and a quantity could be entered only if the stock number to make was tracked by quantity.

The primary change to the entry is that the program will now stop at the quantity field for assembled tracking items. When posting the work order you will be required to enter the appropriate number of tracking numbers. This is similar to the way select for billing works in order entry. You are allowed to enter less tracking units than the quantity to make. When you enter less tracking #'s (or quantity) then you will be given the option to partially post the tracking numbers entered. The multiple tracking numbers are printed on the WO listings and the WO form. The tracking numbers created from the work order will also be updated to the serial item file and to the sales order tracking file (SBIL3).

If a work order has been partially posted, you can go to field 5 of WO entry and choose F4 to see the tracking numbers that have already posted. F3 lookup will show you the current tracking numbers on the work order.

ID: R16ASMUL


CMSS Date: 5/31/16

Announcing ..... Rev 16 of the SouthWare Excellence Series™!

Rev16Platform

Release Notice


ContentsIntroduction ...................................................................................................................... 44

DeadlineforInstallingtheRev16Platform...........................................................................................45

Installation Notes .............................................................................................................. 46 BeforeYouLoadtheRev16Platform....................................................................................................46

InstallingthePlatform............................................................................................................................46

LoggingOntoCompletetheUpgrade....................................................................................................47

VisionVersion6Option..........................................................................................................................47

Overview of Product Changes ............................................................................................. 49 NewKeyWordFiles...............................................................................................................................49

F.A.S.T.IndexingEnhancementforReportMate....................................................................................49

Others.....................................................................................................................................................49

Source Code Notes ............................................................................................................ 50 UpgradingYourCustomSourcetoRev16isMostlyaRecompile.........................................................50

Key Word Files .................................................................................................................. 52 CustomerName/AddressKeyWordSearch...........................................................................................52

OpenServiceOrderName/AddressKeyWordSearch...........................................................................53

ReportMate File Access Search Tables (FAST) Indexing Technology ...................................... 54 HowItWorks..........................................................................................................................................54

StoringtheFASTIndexData...............................................................................................................54

HowFYI/ReportMateUsesaFASTIndexField...................................................................................56

CreatingaFASTIndexField....................................................................................................................56

SpecifyingaFASTIndexFieldWhenCreatingaReportMateFormat.....................................................57

EffectivelyUsingaFASTIndexFieldRange............................................................................................58


Introduction

Welcome to Rev 16 of the SouthWare Excellence Series™! The Rev 16 platform replaces the Rev 15 platform (released in 2009) in order to accomplish two main objectives:

1. ToupgradeSouthWaretechnologytoprovidebettersupportfornewenvironmentssuchasWindows10andrelatedsoftware.

2. TochangesomefilesandroutinestolaythegroundworkforplannedfutureSouthWareenhancements.

With the Rev 16 Platform you get:

ü AnewsetofallprogramsthathavebeenrecompiledandupdatedtothenewRev16platformversionandthatuseMicroFocusextend®10whichiscertifiedtosupportWindows10.

ü TwomajorchangesthatimprovethespeedofsomesearchesandReportMatereports.ü Afewproductenhancementsthatrequiredfilechanges.ü Modificationstoselectedfilesthatenableplannedfutureenhancements.ü ModificationstoselectedSouthWareroutinesthatwillenableotherfutureenhancements.

These changes are mostly in the SouthWare technology and data structure, and our intention is that the platform replacement will cause very little noticeable change. The primary purpose of the new platform is not to add new features, but to provide for current support and to lay the foundation for future improvements.

This document outlines what you need to know about the Rev 16 platform:

• TheInstallationNotessectionexplainshowtomakesureyou’rereadytoloadtheplatformandwhattheinstallprocesswilldo.

• TheOverviewofChangessectionexplainswhatischangedinthisplatform.• TheSourceCodeNotessectionisapplicableonlyifyouhavelicensedsourcecodeforSouthWare

productsandhavecustomprograms.ThesectionexplainswhatisrequiredtomakeyourcustomprogramscompatiblewiththeRev16platform.

• Detaileddocumentationonselectedfeaturesisprovidedattheendofthisdocument.


Deadline for Installing the Rev 16 Platform

You need to schedule to load this platform update before December 1, 2016. The six-month transition period after the release of this update allows you to schedule a convenient time to load the new platform. Bug fixes and some CMSS changes will be made to both the Rev 15 platform and the Rev 16 platform for a period of six months after the official release of the Rev 16 platform. Most future CMSS changes will be made only to the Rev 16 Platform.

After the six-month period all future changes to the SouthWare Excellence Series will be available ONLY on the Rev 16 platform. This means that at that time you must be on the Rev 16 platform in order to receive future product changes. Programs for the Rev 16 platform will not run on the Rev 15 platform, so if you are not on the Rev 16 platform when Rev 15 support ends (scheduled for 11/30/16) you will not have access to any future product changes (fixes or enhancements) until you renew your CMSS subscription and load the Rev 16 platform.


Installation Notes

Before You Load the Rev 16 Platform

ü CurrentCMSSSubscription-YoumusthaveaCMSSsubscriptionthatrunsthroughatleastMay31,2016inordertoloadtheRev16platform.TheRev16programsrequireacurrentCMSSlicense.IfyouarealreadyrunningRevision15youmustupdatethroughatleast01/08/15(forallcompaniesyouuse)priortoconvertingtoRev16.

ü MicroFocusextend®10products-YoumustupgradeyourMicroFocusextend®runtime/productstothe“extend10”versionthatisappropriateforyoursystem.TheRev16programsarecompiledwithextend10andwillnotworkonpriorversionsofextend.

o ServerrequirementsshouldbesimilartoRev15platformü NetLinkLaunchFile/Command-MakesurethatyourNetLinkbatchfile(ifusingapache)or

IIScommand(ifusingIIS)pointstotheextend10runtime.ü CustomPrograms–Ifyouhaveanycustomizedprograms(viasourcecodechanges)youwill

needtoupdatethemtobecompatiblewithRev16.Seethe“SourceCodeNotes”sectionlaterinthisdocument.

ü ScheduletheUpdate–PlantoinstalltheupdatewhenitcausestheleastdisruptionofnormalSouthWareuse:• TheRev16platformmustbeinstalledwhennousersarerunningSouthWareprograms

becausetheupdatewillreplaceallprogramsandconvertafewfiles.SchedulethisatatimewhenyoucanconvenientlyhaveallusersexitSouthWare.

• Theloadingofnewprogramswilltakeseveralminutes,andthefileconversionswillrequiretimebasedonthesizeofyourfilesthatarebeingconverted(seethetableinthenextsection).Ifyoucanscheduletoloadthisattheendofadayoratatimewhenfewuserswouldbeworkinganywaythentheywon’tbewaitinglongonthefileconversionstofinish.

Other general suggestions for any update also apply to this platform change:

v Haveagoodbackup.v Posttransactionsbeforetheupdateifpossible.v Cleanupthetemporaryfolderintherundirectorybydeletingthefiles.v Turnonoverwriteprotectorsavesequentialfilesforrecordsthatyoudon’twanttobe

overwrittenbystandardSouthWarerecords.

Installing the Platform

If you are already running Revision 15 you must update through at least 01/08/15 prior to converting to Rev 16. The Rev 16 platform is installed like any other CMSS update, but you cannot use the Install Manager because the old/new programs are incompatible. Because of the new compiler all programs must be loaded.


Logging On to Complete the Upgrade

After you load the update the first logon session in Rev 16 will automatically run the conversion process.

If you don’t have current CMSS thru May 31, 2016 the logon screen will alert you that you can’t run Revision 16 without current CMSS and gives you the option to convert your license to a temporary license. A temporary license will allow you to run Revision 16 for 30 days while you renew your CMSS subscription and install a new license. If you don’t choose to convert to a temporary license you will not be able to log in.

Locking Other Users Out of the System

It is a good idea to log out and lock other workstations before running the conversion. You may use the Workstation Abort process and Workstation Lockout process described in XX-02-01. This essentially puts you in single-user mode for the conversion. After the conversion you may use the Status Manager to unlock other workstations.

File Cleanup

After you have updated all your companies to Revision 16 please empty the swupd15 folder and the swload folder. Deletethefollowingfiles:

Swrun\swupd15\*.*Swrun\swload\*.*

SQLSync Users

Update the swrun\xfd folder with the new xfd files.

If replicating any of the files listed below, rebuild the tables before allowing users to log back in.

aglif.xfd ahst1.xfd ahstg.xfd alrmdat1.xfd alrmdat2.xfd

alrmfm1.xfd aopen.xfd atrx1.xfd atrx2.xfd gacct.xfd

gcntl.xfd gtrxd.xfd gtrxh.xfd jglif.xfd nlctl.xfd

nlorh.xfd nlrqr.xfd pglif.xfd rbill.xfd rcsh1.xfd

rcust.xfd rglif.xfd s1ctl.xfd s1wo1.xfd s1wo2.xfd

s1wo3.xfd s1wo4.xfd s1wo6.xfd s1wo7.xfd sbil1.xfd

sintr.xfd sotax.xfd spob.xfd toper.xfd vso2.xfd

vso4.xfd

Vision Version 6 Option


With the extend 10 technology Micro Focus has released a version 6 of the Vision file system. According to Micro Focus this version may improve speed of some processes.

Any files converted during the Rev 16 update will retain the Vision version they were using in Rev 15. If you want to convert files to Vision version 6 you may use the extend 10 vutil utility to rebuild the files.


Overview of Product Changes

The platform changes are mostly hidden when you log into Rev 16, but here are a few you will notice:

New Key Word Files

Two key word files have been added in this revision that allow you to quickly find customers and open service orders using one or more words found in the name/address info. These key word files provide two primary benefits:

1. Searchesandreportingcanbefaster,particularlyifyouhavealargenumberofrecordsinthesefiles.

2. Youcanfiltersearchesbymultiplewordstolimitthenumberofrecordsreturned.

See the “Key Word Files” documentation later in this release notice for more details.

F.A.S.T. Indexing Enhancement for ReportMate

The File Access Search Table (FAST) Indexing feature of ReportMate is an exciting new technology that allows you to speed up ReportMate reporting by adding your own index search table for any standard SouthWare data field. A FAST index key gives you similar capabilities to the standard alternate key fields for a SouthWare file. When you create a ReportMate report and use an alternate key or index key as the first range the report will process much faster because the report reads only the records that match the alternate/index key.

See the “ReportMate File Access Search Tables (FAST) Indexing Technology” later in this release notice for more details.

Others

• Orders/invoicesmaynowhaveupto200taxlocalitiesperinvoice• Contractbillingforequipmentwillnowdefaultthetaxcodefromtheoverrideinthe

equipmentshiptoaddressifapplicable• Afewportalshavebeenchangedtoutilizethenewkeywordfiles• Assemblyworkorderschanges

o Youmaynowcreatemultipletracking#sperWOo Anewstagingstatushelpstrackinventorybeingstagedforproduction

• Youmaynowenteran8-digitdateinanydateentryfield.Inpreviousrevisionsyoucouldenteronly6digitswiththesystemassumingthecentury.

• AllindexedfilesinthetempfolderundertheSouthWarerundirectoryarenowautomaticallydeletedeachday.Thisisdoneduringtheloginprocess.


Source Code Notes

Upgrading Your Custom Source to Rev 16 is Mostly a Recompile

With a few exceptions, all you need to do is recompile your custom programs with the extend 10 compiler and the Rev 16 libraries. The Rev 16 source code libraries will make your programs compatible with the Rev 16 platform.

Exceptions

Here are the exceptions that would require you to make coding changes in your custom programs:

1. Expanded Sequence Numbers

The following four FDs had the sequence number expanded as part of the key:

• APHIST.FD • APHISTGL.FD • APTRXDIS.FD • GLTRXDET.FD

Our standard programs for these Files were modified to increase local working storage fields that included the sequence number. If you have custom related to these files you will need to either place your custom in our new standard programs or expand any local working storage for the sequence number in your custom program.

2. Sales Tax Table changes

The sales tax table routine for Sales Orders was expanded to handle up to 200 tax localities per order. Our standard programs that calculate or print sales tax info were modified for this change. You will need to either place your custom in our new standard programs or insert the sales tax changes in your custom program

3. ReportMateF.A.S.T.FieldIndexing(optional)

If you want to enable the ReportMate FAST Field Indexing feature for a custom file you must make a change to the IO routine for the file. See any of the standard routines for an example.


Files Changed by Conversions

File Description Reason APHIST.FD AP Item History Increase filler APHISTGL.FD AP GL History Increase sequence # to 6 digits APOPEN.FD AP Open Items Increase Filler APTRANS.FD AP Trx Increase Filler APTRXDIS.FD AP Trx Lines Increase sequence # to 6 digits ARBILLTO.FD Bill To Address Increase Filler ARCSHTRX.FD Cash Receipts

Trx Increase Filler

ARCUSTOM.FD Customer Increase Filler GLACCOUN.FD GL Accounts Add more past years for future change GLCONTRO.FD GL Control Add more past years for future change GLTRXDET.FD GL Trx Lines Increase sequence # to 6 digits GLTRXHDR.FD GL Trx Header Increase Filler IMIMPORT.FD Import record Increase record size for future change NLCONTRO.FD NL Control Increase Filler NLORDHDR.FD NL Order Hdr Increase Filler NLRQRID.FD NL Requestor Increase Filler RMDATA1.FD RM File

Records Increase Filler

RMDATA2.FD RM Fields Increase Filler RSPOBUYR.FD PO Buyer Increase Filler SFOVERRI.FD Form Override Increase Filler SVSODET.FD SO Lines

(open) Add qtys for future partial bill change (SVSOHDET.FD has same change since files are identical, but not applicable to history)

TWOPER.FD TW Operators Increase Filler RSINTRAN.FD In Transit File To correct qty/price fields RSBILHDR.FD Sales Order

Header To allow up to 200 tax codes on an order

New – RSBILTAX.FD

Sale Order Sales Tax Info

To allow increased number of sales tax codes per order

New – SWCUSKEY.FD

Customer Key Word Search

To allow fast search of customer name and/or address

New – SVSOKEY.FD

Service Order Name/Address Search

To allow fast search for service order by name and address

New – S1WOHTRK.FD, S1WOTRK.FD

Work Order Tracking Info

To allow creation of multiple tracking numbers for a work order

S1WODET.FD and S1WOHDET.FD

Work Order detail

Optional quantity status of issued

S1CONTRO.FD Work Order control file

New option for issued step for reserving stock

SWGLIF.FD G/L Interface Increase sequence # to 6 digits, add job number for future use, increase filler


Key Word Files

Customer Name/Address Key Word Search

The names and addresses for customers are now indexed in a key word file. This means that you may quickly find a customer using any word or words found in the customer’s name or any of the addresses associated with the customer. In previous revisions you could find a customer by a word such as “Smith” or “Auburn”, but the system had to read the entire customer file. Now the system can search the key word file instantly and read only the matching customers.

The files indexed for customer key words include:

• Customername,address,contact• Billtoaddresses• Shiptoaddresses• TaskWisecontactnames/addresses

The customer key word file is implemented in the customer search function and in ReportMate:

• Inthecustomersearchprogramtheavailablesearchoptionsnowincludeoption8,Name/AddressKeyWord.Whenyouselectthisoptionthesearchfunctionwillusethekeywordindextofindcustomersassociatedwithakeyword(orwords).

• InReportMatethecustomerkeywordfileisavailableasanewprimaryfileforreporting(AR27).Whenyouusethisfileastheprimaryfileforareportyoucanenterarangeof“MatchString”valuesandthesystemwillusethekeywordfiletofindallmatches.

o TheAR27DataDictionaryalsocontainsfieldstooutputthematchingnameandaddressregardlessofwhichcustomer-relatedfilehadthematch.Soiftheword(s)youspecifyexistinashiptoaddressyoucanoutputtheinfofromtheshiptoaddress,ifthewordsmatchthecustomerrecordyoucanoutputtheinfofromthecustomerrecord,etc.

o IfyouwanttosearchonlyNamefieldsoronlyAddressfieldsthereisa[N]ameor[A]ddressfield(field6)youmayusetoscreentherecords.Specifytoincludeonly“N”recordstogetonlynames,orspecifytoincludeonly“A”recordstogetonlyaddresses.Ifyoudon’tscreenrecordsbythisfieldyouwillgetallrecordsthatmatchoneitherthenameoraddress.


An additional benefit of the key word feature is that you can use multiple words to filter the results of the search. If you enter more than one word the system will retrieve only records that match ALL words. So if you search for “smith” and “atlanta” you will get only customers who have both smith and atlanta key words.




The customer key word file is initially built during Platform 16 conversion, and is then maintained automatically as you add, change, or delete customers or associated records.

Open Service Order Name/Address Key Word Search

The names and addresses for open service orders are now indexed in a key word file. This means that you may quickly find an open service order using any of the words found in the service order customer name or address. In previous revisions you could find an open service order by a word, but the system had to read the entire open service order file. Now the system can search the key word file instantly and read only the matching service orders.

The open service order key word file is implemented in the service order search function and in ReportMate:

• IntheopenserviceordersearchprogramtheavailablesearchoptionsnowincludeName/AddressKeyWord.Whenyouselectthisoptionthesearchfunctionwillusethekeywordindextofindopenserviceordersassociatedwithakeyword(orwords).

• InReportMatetheopenserviceorderkeywordfileisavailableasanewprimaryfileforreporting(SV38).Whenyouusethisfileastheprimaryfileforareportyoucanenterarangeof“MatchString”valuesandthesystemwillusethekeywordfiletofindallmatches.

o IfyouwanttosearchonlyNamefieldsoronlyAddressfieldsthereisa[N]ameor[A]ddressfield(field6)youmayusetoscreentherecords.Specifytoincludeonly“N”recordstogetonlynames,orspecifytoincludeonly“A”recordstogetonlyaddresses.Ifyoudon’tscreenrecordsbythisfieldyouwillgetallrecordsthatmatchoneitherthenameoraddress.


An additional benefit of the key word feature is that you can use multiple words to filter the results of the search. If you enter more than one word the system will retrieve only records that match ALL words. So if you search for “smith” and “atlanta” you will get only open service orders have both smith and atlanta key words.



The open service order key word file is initially built during Platform 16 conversion, and is then maintained automatically as you add, change, or delete open service orders.


ReportMate File Access Search Tables (FAST) Indexing Technology With the File Access Search Table (FAST) feature you may create new index keys to enable faster ReportMate reports. A FAST index key gives you similar capabilities to the standard alternate key fields for a SouthWare file. When you create a ReportMate report and use an index key as the first range the report will process much faster because the report reads only the records that match the index key. This is typically needed only on files with a large number of records, and tests indicate this can result in reports that run 5 times faster than the same report without an index.

Here is an example. Let’s say you want to create an FYI report that allows you to find a particular serial number in the tracking ledger file (IV47) when you don’t know the stock number. Since the serial number alone is not a standard alternate key, if you enter a range of a single serial number your report will need to read every record in the file to look for the serial number – this may be slow if you have a lot of records.

To make this report fast you can create a FAST index key for the serial number field in IV47. Then you may use this field as the first range in your FYI report for file IV47. If you then enter a range of a single serial number the report will read the index keys and instantly find the record(s) with that serial number.

How It Works

Storing the FAST Index Data When you create a FAST index this will create records in a separate index file that are cross-references between the value for the indexed field and its related record in the source file. This is equivalent to a standard alternate key for a file except that the index is stored in a separate file. In the example above the serial number and the key to its related tracking ledger record would be stored in an index file.

To initially create the index a program must read all the existing records in the source file and create the cross-


reference records in the index file. After the initial build the standard SouthWare programs will automatically maintain the index file as you add, change, or delete records in the source file.


The index data is stored in a separate file per index. The file name for the index files uses the naming convention “xNXFFFFnnnn” where:

• “x”istheapplicationfilegroup(suchas“S”forInventory/Sales)• “FFFF”istheDataDictionaryfileID• “nnnn”istheDataDictionaryfieldnumber

For example, the index file for IV47 field 2 will have the name “SNXIV470002.FIL” and will contain an index record for each record in the IV47 file.

How FYI/ReportMate Uses a FAST Index Field To utilize an index field you must specify it as the first range for a ReportMate report. Having an index field in the first range will cause the running of the report to use the index as the initial screening of records for the report. When the report runs it will create a list of records in the index that match the first range, then process the remaining ranges and selection criteria using only the records selected via the first range.

Creating a FAST Index Field

Access the FAST Indexing setup program (RM-07).

Sample FAST Index Set Up

Primary Source File:

Enter the Data Dictionary file ID for which you want to create an index. For example, to create an index for the tracking ledger file you would enter “IV47” as the file ID.

Index Field:


Enter the Data Dictionary field number of the field you want to index.

Secondary Sequence (optional):

Here you may optionally enter another Data Dictionary file/field to use as a sorting sequence for the Index Field if there will be duplicate values for the index. Records retrieved via this index would then be sorted in this sequence.

For example, let’s say you add an index to the Inventory Ledger file for the vendor number. If you created a report that found records for a vendor using this index range, the sequence of records within a vendor would be somewhat random (based on when they were created). You could add an optional sequence of stock number or operator or some other field to sequence the index records in a more helpful manner.

Extract ID:

Enter an extract identifier if you plan to extract this Index definition via the Extract Packager (XX-08-06-03) to move to another system .

Building the Index

When you create a new index the setup record is automatically flagged for building. When you exit the index setup program a question asks if you are ready to build the index for any records flagged for building.

• Answer“Y”tostartthebuildingoftheindexforexistingrecordsintheindexfile.• Answer“N”towaittobuildtheindex.Youmaystartthebuildprocesslaterby

accessingthisrecordandpressing[F4]tobuildtheindex.

After you build the index the system will automatically maintain the index for future changes to the Index File.

Rebuilding an Existing Index

If you need to rebuild an index file for any reason you may access the Index Definition program, display the setup record, and press [F4] to flag the file for rebuilding. When you exit the program you then have the option to rebuild the index for any new or flagged index records.

Overwrite Protect option

You have the option to toggle ([F3]) the overwrite protect option for a record to prevent future updates from overwriting the record.

Specifying a FAST Index Field When Creating a ReportMate Format

An index field should only be used as the first range for a report. Its sole purpose is to efficiently limit the number of records read by ReportMate.


At the first range field for a report simply specify the FAST Index field. An [F6] option for Indexes also allows you to display any existing FAST index fields defined for the primary file of the report. If the first range you select for a report has a FAST index then a label appears beside the range indicating “Index”.

Effectively Using a FAST Index Field Range

The benefit of a FAST Index comes when you enter a single value or limited values for the first range. The speed improvement of an index comes from the “prescreening” provided by the initial range. Only the records that match the first range will be considered for the report. If you specify “All” for the initial range there will be no speed improvement since the range will include every record in the index.

ID: R16


CMSS Date: 5/31/16

Enhance Data Auditing for PO Canceled Line Items

Data Auditing for the POENTRY program now includes audit records for line items cancelled through PO Entry.

ID: POCNLAUD


CMSS Date: 6/09/16


Improvement to Rounding for Commissions w/Package Discounts

IS0204 - When End of Day calculates commissions the commission detail file calculates the allocation of package discounts for both line items in history and commission detail records. Changes have been made to reduce any differences between the rounding issues that occur because some line items may not be commissionable.

ID: COMMPKG


CMSS Date: 6/09/16

Changing Vendor on PO Will Auto-Change Vendor Part#

IS030102 - If you change the vendor number on a PO, the program will now change the vendor part number. NOTE: Existing PO's with a changed vendor number prior to this change will still display the original vendor number part number.

ID: POVNDPNO


CMSS Date: 6/16/16

FlowPoint - Option to Exclude Location When Duplicating Stock Item

Added FAIL logic to RSSTKMNT flowpoint 8701.

Scenario is that user wanted ability to exclude a location from the duplication process based on certain criteria. Program ID: RSSTKMNT


Flowpoint: 8701 DD File: ZF06 DD Field: 81 Primary File: IV01 Has Fail Logic: Yes - Fail will not create the stock record for the selected location.

ID: FPSTKDUP


CMSS Date: 6/30/16

FlowPoint - Option to FAIL when deleting a Register in the Posting Register Manager

XX091801 (Posting Register Manager) - FlowPoint to FAIL when choosing to delete a register. Program ID: SWPSTMGR Flowpoint: 8701DL DD File: ZF23 DD Field: 44 Primary File: XX99 Has Fail Logic: Yes

ID: FPDELREG


CMSS Date: 6/30/16

Key Word Search Indicator if Stock Item is In Marketing Catalog

A "pseudo" field has been added to the IV24 Stock Key Word Search file that indicates whether the stock item associated with the key word also exists in the marketing catalog.

The new field is "In Mkt Catalog?" which is field 5 in IV24. This field allows users to use RM selection criteria to restrict the key word search to include only items that are in the marketing catalog. This is particularly helpful for inventory web page searches.

ID: STKMKTG



CMSS Date: 7/31/16

FlowPoint - Option to FAIL on E-Launch

FlowPoint allows you to do WorkFlow that will FAIL an E-Launch selected by the user.

Scenario - The customer does not want the user to send out an email if certain conditions are met like PO is not approved. Pass IV05 field 135 Approval Status to Ulink at POENTRY 92 then test with this flowpoint. Program ID: SWEMLEXE Flowpoint: 8701EM DD File: ZF23 DD Field: 45 Primary File: XX99 Has Fail Logic: YES

ID: FPNOMAIL


CMSS Date: 7/31/16

FlowPoint - Option to Skip Display of Past Due Invoices for E-Mail

WF-PastDue Invoices E-Launch. Added a FlowPoint with AR02 as primary and FAIL logic to fail on the display of past due invoices in the grid that opens when choosing the COLLINVOICES option to choose multiple invoices for a single Email. Program ID: SWEMLPDI Flowpoint: 8702 DD File: ZF23 DD Field: 46 Primary File: AR02 Has Fail Logic: Yes - Fail will exclude the open item invoice from the grid

ID: FPEMLINV



CMSS Date: 7/31/16

CAYAN - Allow Credit for Billing Adjustment

In Order Entry (IS-01-02-01) - If you use Cayan and enter a billing adjustment for an invoice that results in a credit, the callout to Cayan will now allow you to process the credit to the card in history.

ID: CAYANCDT


CMSS Date: 7/14/16

PO Entry Won't Allow Frozen or No Purchase Matrix Items

IS-03-01-02 (PO Entry)

If items in a matrix group are marked frozen or No Purchasing, when choosing the items from the matrix grid to create the PO lines the program will now prevent the selection and will show the reason.

ID: POITMSEL


CMSS Date: 8/31/16

FlowPoint - Option to Change Data When Equipment Changes Ownership

In Service Order entry (SV-01-01-03), two FlowPoints allow you to update the equipment info when you specify that equipment has changed ownership. Program ID: SVSOHENT Flowpoint: 8524SV DD File: ZF27 DD Field: 150 Primary File: SV08


Has Fail Logic: Yes - the in service date remains unchanged

Program ID: SVSOHENT (existing flowpoint. WF DD update only) Flowpoint: 8518SV (at change ownership question when original customer equipment is primary) DD File: ZF27 DD Field: 151 Primary File: SV08 Has Fail Logic: No

ID: FPEQUOWN


CMSS Date: 8/31/16

NetFlow - Add ID to wicrmoppview.htm

wicrmoppview.htm: Added cell id for contact info called "contactcell" for netflow. This way the user can modify the information being displayed for a contact on an opportunity view.

ID: NF000001


CMSS Date: 8/18/16

FlowPoint - Option to Replace G/L Cash Account for Cash Receipt

Customer OnLine Pay Portal and Cash Receipts Portal: New FlowPoint for NLARPSUB where AR21 cash receipts header is primary to REPL the cash GL account in the header based on a customer XD flag. Program ID: NLARPSUB Flowpoint: 8702 DD File: ZF39 DD Field: 16 Primary File: AR21


Has Fail Logic: No

ID: FPARCSH


CMSS Date: 8/31/16

NetFlow - Add NetPoint to Customer Service Portal

Added a new NetPoint to p_cussvc (AR Customer Service Portal) called ADDLINKS. This is so users can easily add links to this page.

ID: NF000002


CMSS Date: 9/30/16

FlowPoint - When Work Order Needs Tracking # for Component

FlowPoint during S1WOPOST where IV28 is primary so the user can know the stock number and location at the time the program stops to enter a tracking number for that component.

Scenario: User wants to test certain fields and provide tracking number. Program ID: S1WOPOST Flowpoint: 8707 DD File: ZF24 DD Field: 44 Primary File: IV28 Has Fail Logic: NO

ID: FPWOPOST


CMSS Date: 9/30/16


FlowPoint - When Service Order is Credited or Copied

WF for SVSODUP. New FlowPoint when a service order is credited or copied.

Scenario: User wanted to pass line item XD from SV16 to put on the new line in SV06. Use existing FlowPoint 8701 where SV16 is primary to copy to XX99 linkage and then use new FlowPoint 8703 to copy from XX99 linkage. Program ID: SVSODUP Flowpoint: 8703 DD File: ZF27 DD Field: 152 Primary File: SV06 Has Fail Logic: N

ID: FPSODUP


CMSS Date: 9/30/16

CRM Access to SO Quotes Now Uses QuickScreens SO Portal

The CRM portal now calls the QuickScreens S/O Entry portal when choosing to view a Service Order quote. This replaces the previous call to wisoedit.

ID: CRMSOQUO


CMSS Date: 10/31/16

SV and IS operators - option to change PO buyer when creating from master

SV0717 or IS0711 operator records: When creating new operators from a master record you may now change the PO buyer code.

ID: OPRMSTPO



CMSS Date: 10/31/16

Data Auditing for S/O Copy Function

When copying a service order using the F4 option in Service Order Entry, the "Add" record for the new S/O will now be captured in the audit log if you are using Data Maintenance Auditing for service orders. This allows you to track the creation of new service orders whether entered or copied from existing service orders.

ID: AUDSOCPY


CMSS Date: 10/20/16

FYI now skips parameters screen when called for editing a report

When calling out to RM06 (FYI), the program will skip the report parameters, for example when calling FYI from the NL Type Manager or Extract ID Manager.

ID: RMSKIP


CMSS Date: 10/31/16

New RM File for Inventory Transaction History

To view transactions created from IS060101 (Inventory Transactions), we have added a new Data Dictionary File IV77.

This file gathers information from the inventory ledger file. It will only read and process records that are created from IS060101, (Ledger Transaction types of A, I, U, T, K, W and F).

ID: INVTRH



CMSS Date: 10/31/16


Still To Come!

Here are some additional features that are not yet released as of this writing (mid-November) but are expected to be released within the next few weeks:

TaskWise Internal Conversations (TWIC)

TWIC (TaskWise Internal Conversations) is a technology add-on for SouthWare TaskWise™ that allows you to easily and securely communicate with other SouthWare users in your company without relying on external texting, messaging, or e-mail services.

Internal conversations are separated into the categories of messages and discussions: MessagesMessages are ongoing conversations between you and one other person. They work similar to a texting system with typical message features such as new message alerts, message status, and file attachments. But TWIC messaging provides many unique benefits for internal communication that are outlined below.


UniqueTWICMessageBenefitscomparedtoTextandE-MailBenefit TWIC Message Text Message E-Mail Message Automatically Available for All Internal Users

Yes Messages may be used by office-based and mobile SouthWare users regardless of device

No Requires all users to have messaging software and phone number or equivalent – typically not available on network workstation

No Requires all users to have e-mail software configured on device

Stored and Secured Internally

Yes Messages are stored securely within SouthWare files rather than in files available to outside hackers

No No? Depends on whether internal e-mail server is used versus Cloud e-mail

Shows Date/Time Message is Read

Yes Possibly Possibly Requires confirmation response

Can Edit/Retract a Sent Message if not yet read

Yes No No

Message Stream Organized by Operator

Yes Yes No

Discussion Streams Organized by Topic

Yes No No? Requires filtering

Discussion Streams stored separately instead of as messages to all members

Yes Members view the same stream – no duplicates

No Everyone gets a text for every added message

No

Internal Messages separated from External or Personal messages

Yes No? No? Requires multiple e-mail addresses on same device

Automatic LinkTags that zoom to SouthWare records and documents

Yes No No? Entered links are possible

New Message Notifications within SouthWare programs

Yes No No

Automate Messages via SouthWare WorkFlow

Yes No Possibly

Reporting/Editing Access via SouthWare Tools

Yes No No


Discussions

CompanyDiscussions

Company discussions are open forums for sharing info and input from everyone in the company. Within each discussion you may have messages, topics, and topic comments.

GroupDiscussions

Group discussions are private forums for sharing info and input with a selected team of other persons within the company. Within each discussion you may have messages, topics, and topic comments.

Topics

Topics are focused conversations within a discussion to solicit comments about a single topic or question. Within a topic team members may make comments that are organized into a dialog about the subject.

TWICLicensingRequirements• Requires SouthWare TaskWise license • Requires use of NetLink Server mode (not Processor mode) • Requires a current SouthWare CMSS license (TWIC Messages and Discussions are

exclusively available to current CMSS subscribers)


Mobile Technician Time Tracking

This system allows your service technicians to record time events throughout the work day to account for time spent on service work, travel, meals, etc. The Time Tracking feature also provides the option to automatically generate service order line items to account for technician labor cost on each service order.

The Time Tracking portal allows a mobile technician to see the time events recorded for today and add/edit as needed. The portal shows:

• ButtonsforeachTimeTrackingcode• Timefield(defaultstocurrent)• TimeEventList

o Optiontodisplaywindowtoeditanevent• Calendarthatdisplaysallcompletedevents(allexceptthecurrentunfinishedone)


Mobile Tech Auto-Generate Labor Cost Line Items In conjunction with the Mobile Tech Time Tracking feature you now have the option to automatically generate labor line items for the time a tech spends on a service order. This feature is primarily designed for generating cost line items so you may run reports from service order history that shows the labor cost on service work.

To Set Up This Feature in the Tech Time Tracking Configuration:

Create S/O Line Items for S/O Labor Cost?

Check this box to have the tech portal automatically create service order line items to track the cost of technician time spent on a service order. Each time a tech works on a service order and clicks on the Finish or Not Complete button the portal will generate a service order line item to reflect the actual time spent (via a start date/time and end date/time service code). In the next field you need to specify the service code to use.

-Service Code

Here you may select the service code to use for S/O Labor line items generated. The drop down list shows service codes that have the Units Entry Method of “T” for Time entry (From/To). If you are using this feature only to track cost you should set up a service code with:

• Noprice• Timeentrytype• CostbasedonTech

- Skip S/O Labor Lines on Invoice?

Check this box to have the generated labor line items flagged to skip printing on the invoice. This will set the “Skip on Invoice” flag in the service order line to “S” for Skip (the flag can be viewed in field 13 “Other Info” on the line item screen in SV-01-01-03).

When You Finish (or Not Complete) a Service Order in the Mobile Tech portal:

If line items are to be generated, the mobile tech portal will generate a line item per tech for the specified service code (from configuration options) that includes start/stop times. The tech has the option to modify the start/end times to generate the correct labor hours to record.


Service Order Dispatch Mapping

The SouthWare service scheduling portal now provides the optional ability to display MapQuest maps of service order locations and mobile technician locations. This helps you monitor work and know where your technicians are located when you need to assign new service work.


Technician Service Order Mapping

With this function your mobile service technicians can utilize GPS Position info provided by their browser to display current maps showing technician location and service order locations.

When you activate this feature the Mobile Tech portal displays a “Today’s Map” tab.

This map shows the technician’s current position (as of the last GPS reading) along with all pending service orders for today. The map shows icons for the technician and service orders based on the images defined in the configuration options. This can help the technician with route planning and scheduling.


Technician GPS Tracking

You now have the option to show a map that displays the route of all GPS positions recorded for a technician during a day. This allows a manager to review the travels of a tech for any date.

You may click on any icon point on the route to see the time and address for that point.


Tech Manager Portal

This new portal allows a manager to quickly and efficiently review the info available for service technicians. This info includes:

• Currentworkingschedule• TimeTrackingdata(optional)• Currentdayscheduleandtechposition(optional)• GPStrackingfortodayandpreviousdays(optional)


Year-End Tax Reporting Compliance Changes

The only required change for 2016 reporting is some changes to descriptions for the W3 Reporting Info. These have been updated in the W2 Control Record and the W3 Reporting Info report.

Allow TaskWise Contact Names to be Selected in Order Entry

In the Order Entry program (IS-01-02-01) you may now select a TaskWise contact for the order if you use TaskWise. A drop-down list of TaskWise contacts is available, and if you select a contact who has a different e-mail address than the default for the order then you have the option to switch the order e-mail address to the contact’s e-mail address.

Allow TaskWise Contact Names to be Selected in Service Order Entry

In the Service Order Entry program (SV-01-01-03) you may now select a TaskWise contact for the service order if you use TaskWise. A drop-down list of TaskWise contacts is available, and if you select a contact who has a different e-mail address than the default for the service order then you have the option to switch the service order e-mail address to the contact’s e-mail address.

Allow TaskWise Contact Names to be Selected in Purchase Order Entry

In the Purchase Order Entry program (IS-03-01-02) you may now select a TaskWise contact for the purchase order if you use TaskWise. A drop-down list of TaskWise contacts is available, and if you select a contact who has a different e-mail address than the default for the purchase order then you have the option to switch the purchase order e-mail address to the contact’s e-mail address.

Option to Change Customer Number on Service Order

Add an operator option in SV to allow the customer number to be changed on an existing service order (with limitations). Existing line items will be repriced using the new customer pricing.

This option is available only on service orders that:

• Havenotbeenpreviouslybilled


• Arenotassignedtoacontract• Arenotassignedtoacustomerequipmentrecord• Arenotautogenerated• Arenotlinkedtoasalesorder

Enhance customer keyword creation for Non-A/R customer

The updating of customer key words has been enhanced for situations where there are hundreds or thousands of ship to addresses for the same customer number (such as when you store ship to addresses for the non-A/R customer). The routine has been enhanced to speed up the creation of key words in this situation when you add a new address by using a different method of determining the unique key words for the customer.

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800–328–2276 • 952–496–2495(fax) www.SouthWare.com • [email protected]

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