Prophet 21 Disc. Disc 5.5 New Features and Benefits

Transcription

1 Prophet 21 Disc Disc 5.5 New Features and Benefits

2 This class is designed for Current Disc users System Administrators

3 Overview Overview of Disc 5.5 projects Prepare users for the new functionality Benefits of Disc 5.5

4 Objectives Understand how the version 5.5 update will affect your employees daily activities Determine if preparation is required for the software (e.g. laser forms and/or logos) Process cash receipts with the enhanced version of 208 Define your printer names without making a call to the software support group Set up new options for laser statements, shippers, purchase orders, acknowledgements, and EDI

5 This course will NOT cover Technical aspects of these changes

6 Overview of Features Task 208 Rewrite Cash Receipts Laser Customer Statements Laser Purchase Orders Faxed Laser Order Acknowledgements Faxed Laser Factory Orders Batch faxing/ ing for customer invoices & statements

7 Overview of Features Additional forms for Laser Shipper users QOR feature enhancements New option to run Task 515 Inventory Transaction Reports by process month Ability to file maintain printer descriptions Ease of Use changes added to tasks 301, 302, and 501 Customer File Maintenance enhancements

8 Overview of Features Put Away sheets and Receiving Labels added to Inventory Receipts Additional EDI Transaction sets Internal processing changes made for better supportability Add check date to remittance voucher Display last 4 digits of credit card number for verification

9 Overview of Features Display version number in Task 913 Install System Updates Parker Hannifin users can report sales based on BOM components instead of the main assembly

10 Task 208 Benefits Multiple runs are now allowed New option in 815 to limit 208 runs by employee Ability to have Cash Receipts & Commission Receipts in same run Locate receivables without customer number similar to task 105 List receivables by invoice date

11 Task 208 Benefits Multiple display and listing options by user Ability to deselect a receipt Ability to select credit card receivables Ability to adjust off remaining balances of credit card receivables Ease of Use changes

12 Task 801 Benefits New field for NAICS (North American Industry Classification System) code Display last four digits of credit card numbers (Charge-IT users) Payable vendor information copied to purchase vendor to salesperson when credit status is changed to hold

13 Task 801 Benefits Update all ship-to customers with new credit limit Easy access to Terms Codes field Terms Code option added to all Systems

14 Batch Faxing Benefits Ability to re-fax or a range of Customer Invoices in Task 105 Improves employee efficiency Task 206 Benefits Ability to original invoices to customers

15 Batch Faxing Requirements Optio software Laser Invoices required for Task 206 changes Fax-It w/vsi Fax v3.5 or higher ing requires for Fax-It Feature

16 QOR Benefits F orders now go through credit approval process Ability to view Action Track comments and contacts from task 812 Ability to view Next/Prev order status in task 812 Ability to Fax or EDI an order or order acknowledgement from task 812

17 Task 515 Run by Process Month Benefits Ability to run reports by Process Month By Customer By Inventory Item Reconcile reports with other reports run at Month-end

18 Customer Statements Task 301 Benefits Batch faxing Select non-sequential customer Laser Form option Ability to save report options Ease of Use changes

19 Ease of Use Navigation Benefits Improves efficiency of employees Task 301 Task 302 Task 501

20 Internal Processing Changes Benefits Tracks progress of month end and year end purges Minimizes the loss of data and down time

21 Maintain Printer Descriptions Benefits Save time on calls into Technical Support by having the ability to maintain printer descriptions

22 Laser Inventory Stock Order Benefits Provide a more professional image by using a laser form with corporate logos Streamlined the Inventory Order process by allowing employees to print, fax, , or EDI inventory orders from Task 402 Eliminate the manual step of faxing terms and conditions to suppliers Laser, plain paper, or internal purchase orders can be printed from Task 105

23 Laser Inventory Stock Order Requirements Optio Software Purchase Pro Feature Fax-It w/vsi Fax 3.5 or higher is required for faxing for Fax-It is required for ing

24 Laser Factory Orders/Acknowledgements Benefits Provide a more professional image by using a laser form with corporate logos Requirements Optio Software Fax-It w/vsi Fax 3.5 or higher for Fax-It is required for ing

25 Packing Slip without Bar Coding Benefits Reduce the amount of paper used on Packing Slips Provides flexibility when producing Packing Slips Requirements Laser Shipper Feature

26 Laser Shippers with Pricing Benefits Provides flexibility when producing laser shippers Requirements Laser Shipper Feature

27 Put Away Sheet/Receiving Label Benefits Improves stocking process Tells warehouse person what to do with each line item bin numbers for stocking, ship on a customer order, or send to a job Requirements Purchase Pro is required for Labels ELP2 Programming Language Printer is required for Labels

28 New EDI Transactions Benefits Inbound Vendor Invoices Transaction set 810 Outbound Customer Advanced Ship Notices Transaction set 856 Outbound Customer Order Acknowledgements Transaction set 855 Improves value of EDI Telnet product Reduces human labor and error rate

29 New EDI Transactions Requirements EDI Telnet feature Accounting Pro is required for Inbound Vendor Invoices

30 Summary Understand how the version 5.5 update will affect your employees daily activities Determine if preparation is required for the software (e.g. laser forms and/or logos) Process cash receipts with the enhanced version of 208 Define your printer names without making a call to the software support group Set up new options for laser statements, shippers, purchase orders, acknowledgements, and EDI

31 How do I get Disc 5.5? It s easy! Go to the P21 Customer Website Click on the Update Center option and select the Disc v5.5 update Prophet 21 Disc personnel will contact you

32 For More Information Visit Prophet 21 on the web: View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Consulting Services: consult-sales@p21.com Professional Services Sales: pss@p21.com