Version through /21/15

Transcription

1 Version through /21/15 Timesheet Module: Color Coding on Clock In/Out Screen o Enhancement: Gives users the ability to quickly determine which timesheets have not been completed. (1) Usage Green entries have been completed red entries are incomplete (2) Usage Screen also shows the users total hours entered for the day Asset Manager: Lookup by Asset ID o Enhancement: Gives users the ability to quickly lookup a specific Asset ID. (1) Usage Open the Asset Manager (2) Usage Select Asset ID from the Asset ID Search Field

2 Enhanced Drawings: Additional Orientations o Enhancement: Gives users the ability to create Enhanced Drawings using Legal and 11x17 orientations (1) Usage Open Enhanced Drawing Styles and select Style Name (2) Usage Select Legal or 11X17 from the Orientation field options Invoice Processing: Void Invoice Feature o Enhancement: Gives users the ability to Void Invoices and/or Delivery Tickets. (1) Usage Select Invoice to Void (2) Usage Select Void in the Type field

3 Enhanced Drawing: Profile View Per Hole o Enhancement: Gives users the ability to print a Profile View Per Hole. (1) Usage Select the PVHV option in the Enhanced Drawing Styles screen Job Screen: BOM Code Change Utility o Enhancement: Gives users the ability to change BOM Codes at the Job Screen level.

4 Inventory Processing: New Issue Transaction Type o Enhancement: Gives users the ability to Issue inventory to Job Costing projects (1) Usage Select Issue in the Type field in the Inventory Receipts screen (2) Usage Select Product to Issue and enter Job, Phase and Cost Code (3) Note Negative quantities should be used in the Adjustment field Inventory Processing: Inventory Adjustment Reason Field o Enhancement: Gives users the ability to record the reason for an Inventory Adjustment (1) Usage Create an Inventory Adjustment (2) Usage Select Adjustment Reason from Reason Code field (3) Note Reason Codes can be added in List Maintenance

5 User Security: Password Expiration Feature o Enhancement: Gives companies the ability to force users to routinely change their user password. (1) Usage Setup Training Required Inventory Screen: Column Display Feature o Enhancement: Gives companies the ability to select the columns to display and the tabbing order

6 Sales Analysis: Sales Dashboard Screen o Enhancement: Gives users the ability to quickly analyze historical sales data Quote Manager: Various Quote Manager Enhancements o Enhancement: Gives users the ability to more deeply quickly analyze open quotes

7 Production Scheduling: Kit Scheduling Screen o Enhancement: Aids users in scheduling Kit items Quality Control: Ability to Enter Prior QC Records o Enhancement: Gives users the ability to enter Prior QC Records

8 Asset Manager: Self-generating Location Pulldown List o Enhancement: Gives users the ability to select Location from pulldown list. (1) Usage Open Asset Manager (2) Usage Select Location from self-generating list Enhanced Drawings: 3D Holes in Profile View o Enhancement: Gives users the ability to print 3D Holes in Profile View

9 Timesheet Module: Job Cost Posting to Include Overhead o Enhancement: Gives users the ability to include Overhead with Timesheet Job Cost Postings Enhanced Drawings : Coordinator Added to the Text Block Feature o Enhancement: Gives users the ability to print the Coordinator on the Enhanced Drawings

10 Timesheet Module: Report by Job, Phase and Cost Code o Enhancement: Gives users the ability to print Timesheet Report by Job, Phase and Cost Code (1) Usage Select Timesheet Reports from the Timesheet Review Screen (2) Usage Select Timesheet Report by Job, Phase and Cost Code Reporting: Void Ticket Register o Enhancement: Gives users the ability to print Void Ticket Register (1) Usage Open Invoice Register Menu (2) Usage Enter criteria and click Void Ticket Register

11 Product Maintenance: VF Rounding for Loading this Product into other Kits Utility o Enhancement: Gives users the ability to round up or down when loading a product into other Kits (1) Usage Open the Load you want this Product into. Other Kits utility located in Product Maintenance (2) Usage Select VF Rounding Option