M. David Matney
07-03-2010, 12:43 PM
This Release is geared towards preparing for adding Accounts Payable. As a result, some terminology changes have occurred. Previous to this release a “Vendor” was someone you purchased goods from for resale. We have renamed this terminology to “Suppliers” – The following chart describes a terminology change:
Work with Vendors Is Now Work With Suppliers
Maintain Vendors Is Now Maintain Suppliers
Vendor Purchase Orders Is Now Supplier Purchase Orders
The reason for this change is a new Payables term is being introduced which is “Vendors” – Vendors will represent companies you owe money to, but you do not buy supplies from. For instance, the electric company, water company, health insurance, etc. are all vendors. They provide a service to your company, and you owe them money for the services, but you do not buy supplies.
So what was a Vendor is now a Supplier, and a Vendor in future releases will be a company you purchase services from but not for goods for resale
You can now create a custom purchase order that is attached to a specific order. This is specifically to support ordering from ASI, PPAI, or AIA suppliers, whereby the purchase order is tied specifically to one order.
Previous to this release, if you were on the Maintain Customer Screen, and managing customer contacts, and decided to start a new order for a contact that was NOT a buyer, the system would allow this action. We have corrected this to prevent adding a new order for a contact that is NOT an authorized buyer.
Now you can clock in/out an employee in from the Maintain Associate screen. This can only be done if you have authority to manage associates.
When you are maintaining an associates timesheet, you cannot change the clock out time on a timesheet detail record if that record is the current record associated with the associates clock-in until that associate clocks back out, thus releasing that timesheet record.
Previous to this release, you would click on the “Cancel” button to cancel an order. We have renamed this button to “Cancel Order” because there was evidently some confusion as some customers of the POS/CIS system thought the button was to cancel off the maintain order screen. By renaming the button to “Cancel Order” we have made it more specific as to the intent of this button.
Added PPAI and AIA to the Maintain Supplier screen. This is to support 2 other Supplier Group programs.
Increased the Field Size for a Purchase Order Line Item Description to allow a detailed description of up to 65,000 characters. This will allow you to describe in specific details the order line item.
Increased the Field Size for the Purchase Order Special Instructions Field to allow detailed Special instructions of up to 65,000 characters.
Previous to this release, you could get past the security settings for managing products offered if you had authority to manage purchase orders. As of this release, if you are managing a purchase order and you do not have authority to manage products offered, then an error message will issue if you try to manage products offered from the maintain purchase order Stock inventory screen.
A New Security Checkbox has been added to the Maintain Associate Screen to support Accounts Payable. This new checkbox, by default is set so that ALL users have been denied access to Accounts Payable. You will need to explicitly identify which employees have Accounts Payable Access.
Added a Calendar Pull Down Menu for the “Date Needed” Value on Purchase Orders.
When Receiving Purchase Orders for Non-Stock Inventory Line Items, if you received only a partial shipment, and entered in the partial amount received, then the line item would disappear and you could not receive the balance of the order in a future shipment. This has been corrected, so that the line item only goes away once the whole Purchase Order Line Item has been received.
We have introduced a new color coding in this release. Whenever you see the peach color, the system will let you double click on the field that is in peach color and this will expand the value of that field to show more information that was previously visible. For instance, when you receive a purchase order, you can only view the first line of text for the Purchase Order Line Item Description, however, the system lets you type 65,000 characters in that purchase order line item entry. Double clicking the peach will allow you to see more information at one time, and in some cases, edit more information at one time if it is an editable field
There are now two types of purchase orders. One type is the “General Purchase Order” which is for ordering either stock products you track inventory for, and non-stock items that you don’t track inventory for. The second type is an “Order Specific” purchase order. This type of purchase order is created from the “Maintain Order” screen by clicking on ‘Custom Purchase Order” Option at the bottom left of the maintain order screen. This type of purchase order is used for ordering custom products, or for ordering from ASI, PPAI, AIA vendors. Items order on the Order Inventory Screen from the order line item will not get combined with items ordered on a “Order Specific Purchase Order”
Added Statement Date to the Customer Account Statements Printout.
Fixed the On-Click Event error That would occur if the entry made for the person picking up product was too long.
Added a Scrollbar when you view order comments.
When adding a Customer Comment, the User Logged in will default as the associate that is adding the comment.
When an order is Marked Complete, you will no longer be able to change order line items, change order header or change any order shipping information. You will, however be able to post payments to the order and you can change the order status back to an open order which will then allow you to change the above mentioned aspects about an order. To change an order status from Completed to Open, double click on the “Complete” Order Status shown in Yellow Background at the top of the Maintain Order Screen.
You will no longer be able to set the pickup/ship by date/time to a date or time earlier than the current system date/time. The same is true of the scheduled date/time.
The Terms of sale used to read “COD” for orders that were not direct billed. Now it reads “COD/Pre-Paid”
Work with Vendors Is Now Work With Suppliers
Maintain Vendors Is Now Maintain Suppliers
Vendor Purchase Orders Is Now Supplier Purchase Orders
The reason for this change is a new Payables term is being introduced which is “Vendors” – Vendors will represent companies you owe money to, but you do not buy supplies from. For instance, the electric company, water company, health insurance, etc. are all vendors. They provide a service to your company, and you owe them money for the services, but you do not buy supplies.
So what was a Vendor is now a Supplier, and a Vendor in future releases will be a company you purchase services from but not for goods for resale
You can now create a custom purchase order that is attached to a specific order. This is specifically to support ordering from ASI, PPAI, or AIA suppliers, whereby the purchase order is tied specifically to one order.
Previous to this release, if you were on the Maintain Customer Screen, and managing customer contacts, and decided to start a new order for a contact that was NOT a buyer, the system would allow this action. We have corrected this to prevent adding a new order for a contact that is NOT an authorized buyer.
Now you can clock in/out an employee in from the Maintain Associate screen. This can only be done if you have authority to manage associates.
When you are maintaining an associates timesheet, you cannot change the clock out time on a timesheet detail record if that record is the current record associated with the associates clock-in until that associate clocks back out, thus releasing that timesheet record.
Previous to this release, you would click on the “Cancel” button to cancel an order. We have renamed this button to “Cancel Order” because there was evidently some confusion as some customers of the POS/CIS system thought the button was to cancel off the maintain order screen. By renaming the button to “Cancel Order” we have made it more specific as to the intent of this button.
Added PPAI and AIA to the Maintain Supplier screen. This is to support 2 other Supplier Group programs.
Increased the Field Size for a Purchase Order Line Item Description to allow a detailed description of up to 65,000 characters. This will allow you to describe in specific details the order line item.
Increased the Field Size for the Purchase Order Special Instructions Field to allow detailed Special instructions of up to 65,000 characters.
Previous to this release, you could get past the security settings for managing products offered if you had authority to manage purchase orders. As of this release, if you are managing a purchase order and you do not have authority to manage products offered, then an error message will issue if you try to manage products offered from the maintain purchase order Stock inventory screen.
A New Security Checkbox has been added to the Maintain Associate Screen to support Accounts Payable. This new checkbox, by default is set so that ALL users have been denied access to Accounts Payable. You will need to explicitly identify which employees have Accounts Payable Access.
Added a Calendar Pull Down Menu for the “Date Needed” Value on Purchase Orders.
When Receiving Purchase Orders for Non-Stock Inventory Line Items, if you received only a partial shipment, and entered in the partial amount received, then the line item would disappear and you could not receive the balance of the order in a future shipment. This has been corrected, so that the line item only goes away once the whole Purchase Order Line Item has been received.
We have introduced a new color coding in this release. Whenever you see the peach color, the system will let you double click on the field that is in peach color and this will expand the value of that field to show more information that was previously visible. For instance, when you receive a purchase order, you can only view the first line of text for the Purchase Order Line Item Description, however, the system lets you type 65,000 characters in that purchase order line item entry. Double clicking the peach will allow you to see more information at one time, and in some cases, edit more information at one time if it is an editable field
There are now two types of purchase orders. One type is the “General Purchase Order” which is for ordering either stock products you track inventory for, and non-stock items that you don’t track inventory for. The second type is an “Order Specific” purchase order. This type of purchase order is created from the “Maintain Order” screen by clicking on ‘Custom Purchase Order” Option at the bottom left of the maintain order screen. This type of purchase order is used for ordering custom products, or for ordering from ASI, PPAI, AIA vendors. Items order on the Order Inventory Screen from the order line item will not get combined with items ordered on a “Order Specific Purchase Order”
Added Statement Date to the Customer Account Statements Printout.
Fixed the On-Click Event error That would occur if the entry made for the person picking up product was too long.
Added a Scrollbar when you view order comments.
When adding a Customer Comment, the User Logged in will default as the associate that is adding the comment.
When an order is Marked Complete, you will no longer be able to change order line items, change order header or change any order shipping information. You will, however be able to post payments to the order and you can change the order status back to an open order which will then allow you to change the above mentioned aspects about an order. To change an order status from Completed to Open, double click on the “Complete” Order Status shown in Yellow Background at the top of the Maintain Order Screen.
You will no longer be able to set the pickup/ship by date/time to a date or time earlier than the current system date/time. The same is true of the scheduled date/time.
The Terms of sale used to read “COD” for orders that were not direct billed. Now it reads “COD/Pre-Paid”