FACTS Release Notes for Version 11.1
|
|
- Amos Hudson
- 6 years ago
- Views:
Transcription
1 FACTS Release Notes for Version 11.1 Introduction FACTS 11.1 continues our tradition of providing valuable enhancements to our Enterprise Software application. In this release, more improvements to our graphical (GUI) application have made the system more user-friendly and more feature-rich. One of the first things you ll notice is the fresh look of our home screen, where you ll find that the menu functions are now on the left side, which better conforms to industry standards, and where,users coming from other applications (both graphical and Web-based) will instinctively look. Another thing you will notice is, when running reports, there is now a BROWSE report output. Running a report using this option will present the results in an onscreen workflow window. This new report output enhancement is being included in this FACTS release as a technical preview release of how Carrier Logistics will be turning traditional static reports into true user workflows. Carrier Logistics is continuing to develop this BROWSE report workflow tool with more updates planned for sub-patches to FACTS We hope you find these enhancements of value. Once you have identified areas of particular interest, please contact us to set up a low-cost, online training session to review the specifics. If you have any questions regarding any of the features listed in this document, please contact our helpdesk at helpdesk@carrierlogistics.com. Current enhancements to V11.1 should be assumed to be in GUI only. While in some cases they may be in the FACTS Character user interface, Carrier Logistics makes no guarantee that they are available or fully functional in the ChUI version. Also, we should remind our community that while FACTS supports Windows 8, we do not support Microsoft Explorer IE 6 (FACTS Web Module), Red Hat LINUX version 3 (FACTS Database Server or Application Server), nor Windows 2000, 98, and XP. Additionally while we officially have not yet certified Windows 10, early testing has so far shown it to work fine without issues. Windows 10 is planned to officially be FACTS certified for version
2 Accounts Payable Modified the Payable Entry function to alert you to possible duplicate invoices when trying to enter vendors with the same name but at a different address. The alert provides the Vendor Number for the invoice number that was paid, which allows you to doublecheck and confirm if a duplicate invoice actually exists. (5244) Accounts Receivable Created a new setting for Documentation type in the Billing (A/R) Customer File, on the Invoicing Details tab, that allows an individual debtor to have the printing of statements suppressed so that only invoices will print. This should be a global setting for those SAAS customers using EBE as an imaging solution. (36) Improved the layout of the Invoicing Details tab in the Billing (A/R) Customer File. (2534) Made the field order for creating a new account more user-friendly in the Billing (A/R) Customer File. (2559) Added additional addresses to the Billing (A/R) Customer File so that invoices can be sent to multiple addresses. (2646) (70) Billing Added a Link Quote button in Shipment Entry to link a quote to a shipment. Similar to the Qte/Pro button but with the ability to search for a quote. Added a "Rate Log" button to the Billing Profile Maintenance screen (via the Billing (A/R) Customer File). This provides direct access to Rate Log Entry. (2396) Made the Billing Mask more user-friendly. (2648) Added the following additional fields to the Billing Mask. (2410) o NMFC # o Group # Added logic so that when you void a shipment you are prompted to enter a reason as to why the shipment is being voided. (2650) Added a Keyword search in Keywords & Accessorials. (2720) Enhanced Cube/Reweigh Entry by adding: o A (QTY) Quantity field where the input of a number greater than "1" automatically creates as many extra rows as the QTY dictates. The system will apply exactly the same values to each additional row but append the next highest suffix to the barcode field. 2
3 o A Copy button that allows you to copy any highlighted row. Just like the QTY function, it copies all values and appends the next highest suffix to the barcode field. Enhanced Shipment Entry so that if a shipment with Terms "N (NO CHARGE) is entered, the next bill defaults to "P" (PREPAID) (or whatever value is in the billing control file), thus avoiding the possibility of having the next shipment billed incorrectly. (125) Enhanced Shipment Entry to automatically populate Ready Time, Close Time, and Driver Note from Pickup Call Logging. (2494) Added a check box on the Delivery Note pop-up window in Shipment Entry that allows you to create or update an appointment record. (2517) Added an Excel Export button to the View Audit Data by Date/Table/User function. Call Logging & Dispatch Added logic to the Dispatch by Driver Terminal View to manage TL shipments. Specifically, pickups entered as same-day type shipments will display both the pickup and delivery portion of the shipment in Terminal View (in the lower browser section). When either the pickup or delivery is moved to a new route, both portions will be moved to the new route. Additionally, a new Delivery Option allows you to select if the shipment should be dropped at the terminal, dropped at a yard, or delivered direct. (14) Made an enhancement to show all customer aliases in the Pickup Call Logging customer search. (1275) Added a mechanism to Dispatch by Driver Global View to display alerts to dispatchers when pickups are changed in a way that could impact the pickup. The alert can be applied to changes to Weight, Shipments, Ready and Close Times, and Ready Date. (1279) Added route functions "Drop Trailer" and "Route Update" to right-click functionality in P&D Dispatch. (1281) Excluded terminated drivers from all Driver Lookup lists. (1321) Made the columns in the P&D Dispatch view configurable. (417) Added the Symbol 'E to appear in the [T]ype column on Dispatch views to indicate if the pickup was generated via EDI. (2411) Added a customer lookup from Delivery Maintenance. (2539) Enhanced the Pickup Call Logging search feature for the Shipper, Consignee, and Bill To.(2671) Added the Pronumber field in the Terminal and Dispatch view screens. (106) (500) 3
4 Claims Enhanced the Claim Activity Recap Report to also show events that do not necessarily result in a Claim. Report Parameters allow you to select Claims, Events, or Both. (129) Made enhancements to the Claims Module so that an event number can be created and passed to the driver for reference purposes. (129) Made an enhancement to capture the following as OS & D notes: Event Entry, Cause Entry, Commodity Entry, Report By, Report On, Terminal, and Received On. Edits to any of these fields will also be captured in OS & D notes. (129) When entering an event, the system will now allow you to access the Claim Notes tab and enter OS & D Notes. (129) Added logic where once a claim or an OS & D note is entered, the system will not permit deletion or additional changes. (129) Whenever a claim is entered into the system, a ProNote is automatically added indicating that a claim has been filed against that shipment. The note includes the Claim Number, Claimant Name, Claimant Number, and Type of claim. (2490) Delivery Planning Added logic to Delivery Planning to aid users by marking a route as "Complete" when its planning has been done. Further deliveries are prevented from being added to the route when it is marked complete. There is also a filter to hide completed routes, if desired. (1283) Streamlined the dispatching of a route in Route Balancing and Sequencing to give you the option of updating route-specific fields: OB Route ID, Driver Number, Tractor, Trailer, and Start Time. Also added direct printing options: Print DRs and Print Manifest. (1318) Added right-click functionality to the Route selection for "Route Shipments" for Route Balancing and Sequencing. (2583) Added Origin Carrier Code field to Route Balancing and Sequencing. (54) Added mouse-driven drag and drop functionality when moving stops between routes. (75) Dock Management Added Pallet Count to the dock Handling Copies. (391) Added Destination Carrier Code to the Exception Manifest for Trailer Unloading. (162) 4
5 Driver Pay Added fields for Company Drivers (Pay Type = CO) and Leased Operators (Pay Type = LO) to the Trip Earning Recap and made the report downloadable to Excel. (5370) Driver Verification Made an enhancement to Driver Check In/PU Verification to include more of the P&D activity from a driver's day. Each stop now lists the current status code Arrive Time and Depart Time, which can be updated from the screen. (1280) Added logic to process Return Deliveries from the main screen. (2367) EDI Made a change to the On-Hand Report to accommodate EDI 204 entries that can be logged in advance of the pickup date. Previously, the On-Hand Report was picking up the log date; so if a shipment was logged prior to pickup date, it showed a wrong pickup and delivery date. The system is now calculating the due-date based on the date the shipment gets picked up. (213) General Ledger Made changes to General Ledger Inquiries to automatically display details of the journal and, if requested, provide a G/L breakdown of charges against a particular pro. (2572) Improved the display of the Posting (Revenue Extract) report. (2719) Provided a program to unpost posted batches. (437) Highway Dispatch Because notes are often lengthy when viewing from Trip History or from the Dispatch Board, a scroll function was added to the explanation field to permit you to read the entire note. (5255) In the Truckload Dispatch Board, added the ability to change/update the Ready Date and Time when a manifest is split. The system will default the date but give you the ability to update. (5294) Made improvements to the query and display of the Linehaul Dispatch Board. Added a new tab to easily access the Trip Control screen. Also added logic to Trip Notes so when a check box is selected, the system will find all manifests assigned to the selected trip. (2525) 5
6 Made a change to allow you to create a Highway Route to any Terminal Type, including a Drop type terminal. (134) Made an enhancement to allow the same driver to be assigned to multiple trips in Highway Dispatch. (135) Invoicing Added logic to allow you to specify if a statement is required. (2376). The setting allows: o o o Invoice only (not statement prints) Statement only no individual invoices required Statement & Invoice print Made an enhancement to allow Invoices & Statements to print to PDF. (2509) Added the capability to invoice multiple addresses when ing invoices and statements. (394) (5125) Logistics Management Enhanced the Logistics Management Board to include a new column called Margin %. The field reflects the profit percentage using the following formula: Total Charges Total Cost = Margin, then Margin/Total Cost to produce a percentage. The result is shown as a percentage at the bottom of the Logistics Management Board in the details section. (67) Improved functionality by allowing you to enter the C/L Pro Number from the Status update screen. (93) Added advanced filters for searching, including Company Code, Preferred Lanes, and No. of Loads Moved. (2365) Added a Truck Finder program that may be used in combination with the Logistics Management system to track historical activity as well as potentially locate a carrier that matches specified geographic criteria. (2365) Modified the program so that when a quote reaches its expiration date, it no longer appears on the Logistics Management Board. (2567) Whenever you create a Contract, the system creates a history record showing that a contract was generated, the output type ( , Screen, or Fax), and who generated it. We do not track if the transmission was successful via or Fax; just that someone generated a contract. (2779) Made an enhancement to the Contract screen by adding both a Ready Time and Close Time on the Pickup Information screen. On the Delivery Information side, we added a Second Time field to allow for a Delivery Window. This information prints on the contract. (40) 6
7 Whenever you add a carrier using the Carrier button, if that carrier has insurance established but it has expired, the system provides a warning. (63) When creating a shipment for Logistics Management (company code = LOG), the system no longer prompts for a pickup to be entered. (36) Added additional information to the Shipment Notification , including the Address for the Shipper, the Consignee Phone Number, and the Sell Rate. (319) Manifesting Added a column for Pallets to the Exception Manifest for Trailer Unloading. (93) Maintenance Related Added a new export program that allows you to dump the entire Carrier/Agent File to Excel so that you can view and manipulate the data outside of the system (2949) Added validation to the Import Points List/Carrier Points List function. This allows you to validate that the file will load without errors before proceeding with the import. (2523) Made improvements to the Terminal Lookup to include the following fields: Terminal Code, Terminal Name, Terminal Number, City, State, Zip Code, Type, P&D site, Owner, and Telephone Number. (2641) Expanded the User Name field to in User Maintenance to accept more than 20 characters. (2361) Added validation to the Re-Number Equipment function to prevent the creation of a blank equipment record. (1240) New /Enhanced Integrations Created an interface to ProMiles for Fuel Purchase Optimization. (2496) Created an integration workflow with Rand McNally Milemaker HHG. (6) Created an interface to CarrierWeb. (15) Rating Added FSC Rate Customer" to the Customer FSC Matrix program. Entering an alternate FSC Rate Customer Number will point FSC rating to the alternate FSC Customer Number, making setup potentially easier.(1230) 7
8 Added Weight-Based Pallet Pricing. (93) Adjusted the Rates Export format to match the Rates Import format. (2497) Enabled a "Carrier Discount after Calculation" switch at the Carrier level so different carriers can be assigned the D83 Discount functionality independently. (2558) Added "Disc After D83 Calc" to Carrier/Agent File to control the method of applying a "Discount % From D83". (1534) Updated Rate Maintenance so that when you update the rate, you get prompted for a Reason Code. You can confirm the Reason Code or you can change it and add the note. This eliminates the step of having to go into Rate Log Entry and updating the reason. (2601) Added a "Delete All" button to Carrier/Agent Points & Zone that will delete all carrier points for the selected carrier. (2603) Added a "Delivery Zone" field to Points List Maintenance. (2624) Added consolidation logic to the Pre-Invoice Consolidation Rules program to allow you to look up a list of master pros and sub pros created for auditing purposes. (5143) Added FSC (Fuel Surcharge) Exempt field to Rate Table Maintenance. (2522) Improved the ability to read the current Lane Exceptions and Rate Exceptions by creating a default display of only those line items that are currently effective. You retain the choice to display "All or "Active", similar as in Keyword Exceptions. (2569) Created a Customer Lane Exception Import utility. (330) Added a utility to allow the import of Carrier Rates via a CSV file. This is a similar utility to the existing Import Customer Rates program. Reports Made enhancements to the online Performance report to display the Charge Customer and the ability to drill down to details from each record. (1191) Added the C/L Reference Number and Delivery Date to the Excel export of the Billing Recap Report. (1393) Added fields for Origin C/L Number and Destination C/L Number to the Billing Recap Report. (1390) Made the following reports downloadable to Excel: o Delivery Exception Report (416) o Cash Receipt Partial Payment Report (5252) 8
9 o Sales Total by Salesperson & Customer Report (189) o Daily Shipment Report (2478) o Interline Payments Report (299) o A/P aging and IAP aging reports (469) Rebranded our Multi-Trace Utility as FACTS Shipment Inquiry and added numerous new fields to the template, including: o Date Range, including options like Last Month, Last Week etc. (2862) (1500) o C/L Reference Number o Tracking Status o Quote Number o Pickup Call Number o Contact Name o Contact Phone o Contact (123) o Pallet Count (188) o Trip Number o Manifest Number (357) o Service Type (148) o FSC (Fuel Surcharge) (377) Pickup & Delivery Trailer (277) o Made speed/performance improvements when running the utility (2869) Added a column for Arrived on Time to the Load Factor Report by Trip, which is derived from an ATA and ETA calculation. If the trip is after the ETA, the Arrived on Time would indicate YES. If not, it would indicate NO. (5300) Made enhancements to the On-Hand Report: o Added the Linehaul Arrival Date (256) o Added the Shipment Number o Added the Carrier Reference Number (51) o Added the ability to call the report from the Scheduled Reports utility (139) Added two new columns to the Carrier Splits Report: Interline Charge (the carrier split without the accessorial charges factored in) and Accessorial (the total accessorials on the shipment that accrue to the carrier). The link to the more detailed shipment breakdown is still retained. (2481) Added Phone Number to the Excel version of the List Appointments Report. (2519) Added the ability to run the Quote Report based on a keyword. Up to three keywords can be entered at a time and the system will only present quotes that contain any of the specified keywords. (5155) Added a new report, Sales Total by Year, which displays the A/R Amount by Year, Period, Carrier Code, Customer, and Reference. It matches the amount in the A/R Distribution by each G/L code. (1534) 9
10 Enhanced the Load Planning Report" to include Carrier, Unconfirmed Pickups, Routes to Exclude, Bill To, Cube, Carrier Revenue, and Service". (96) Adapted the Undelivered Report to filter on only shipments in jeopardy. It does not show shipments that are out for delivery. (349) Added ability for Route History Inquires Summary/Detail to export the multiple route details for a specific day to Excel. You can select specific routes to export and have each route create a different Excel spreadsheet within the workbook. (5239) System Related Added a Network Speed Test utility, which copies a 10 MB file to your computer and back to the server to determine Upload and Download times as well as Megabytes per second. This can be used as a basis for performance testing. Added a utility that allows an administrator to shut down a user s active FACTS graphical (GUI) session. (2504) Added Calendar buttons to many Date fields throughout the application. (2395) Internal work to lay down foundation for future interactive To-Do Dashboards More support of Microsoft Windows 125% Display magnification (Start Control Panel Display) FACTS Main Menu is now re-sizable Tracing Added Linehaul Carrier and Linehaul Charges to the main Probill Detail tracing screen. (2394) Improved the display of Appointment details in the shipment Tracing screens. (2418) Improved shipment history details to better show when the pickup was first requested by the customer, what Ready and Close Times they asked for, and what the Stop Number was. (2506) Enhanced shipment Tracing screens to capture and report on the Pro Number when a user traces a shipment. (2796) Added a clipboard button to Probill Details to allow copying the Pro Number to the Windows Clipboard. (1270) Added Pro Number trace option directly on the FACTS main screen. (2604) 10
11 Security Enhanced A/R, A/P, and G/L Login functionality so that they are automatically disabled, preventing the user from changing the accounting year and period, if existing programs are open that require corresponding A/R, A/P, and G/L Logins. (2716) Web Added the ability to display A/R aging for all accounts for a particular salesperson in the Sales Details Web module. The system will permit salespeople to select a particular account that allows them to drill into a detailed aging screen similar to the Customer Inquiry A/R Aging screen for the selected customer. On that same screen will appear a display of all the A/R Notes that have been entered. In addition, an "Add" button has been added so that the salesperson can add notes via the Web. (92) On the Monthly Sales Analysis Web report, a check box has been added to the Weekly and Monthly reports that will allow you to include the sales credited to other sales reps. (1179) Added a check box to show customer accounts that are currently assigned to another ser. The details prevent a potential issue when it appears that you have a revenue drop when a customer is reassigned to another sales rep. (1192) Changed the Salesperson Quote Alerts to send a.pdf file rather than WRI file. (1183) Added more information to the generated from the Web for a Rate Quote. (2754) 11
Feature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e
Freight.Ware for LTL Carriers Included Features: Explorer Style menu system Menu-Level Security SQL Server 2005 / 2008 based Full-charge integrated Accounting Management Information Center ProMiles / Milemaker
More informationGetting Started Guide
Getting Started Guide OAS Freight v 3.2 Welcome Thank you for selecting OAS Freight. This guide is designed to help you become familiar with the OAS Freight software. This guide is not designed to be a
More informationTeal's Express, Inc. Website e-tools Instructions
Teal's Express, Inc. Website e-tools Instructions Begin by opening an Internet browser such as Internet Explorer, Firefox, Chrome or Safari. In the address bar enter the web address shown in Figure 1 below.
More informationManaging Direct Through Stock Inventory. Release 9.0.4
Managing Direct Through Stock Inventory Release 9.0.4 i Table Of Contents Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents,
More informationDSV XPress. Customer User Guide. 1 DSV XPress (Version: )
DSV XPress Customer User Guide 1 DSV XPress (Version: 31-01-2017) Content 1.0 Start... 3 2.0 Log-in... 3 2.1 Reset and change your password... 3 3.0 Home Screen... 4 4.0 Shipment Entry... 5 4.1 Shipping-
More informationBridge. Billing Guide. Version
Bridge Billing Guide Version 2.5.112 Table of Contents Page i Table of Contents Table Of Contents I Introduction 2 Managing Bill To Parties 3 Creating a New Bill to Party 3 Viewing and Navigating Bill
More informationSage ERP Accpac Online 5.6
Sage ERP Accpac Online 5.6 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationBrokers Plus Modules &
Brokers Plus System Features 1 Brokers Plus Modules & Brokers Plus System Features 2 Functions Brokers Plus System Features 3 Brokers Plus Modules & Functions... 1 1 CRM / Project Mgmt - cptracker Enterprise...
More informationCopyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3
Copyright 1999-2017 Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Table of Contents 1 Vendor Portal Registration... 4 1.1 Register for Vendor Portal...4 2 Vendor
More informationGlobal Settings. SIMMS Inventory Management Software February 1, 2012
Global Settings SIMMS Inventory Management Software 2012 February 1, 2012 Contents Global Settings................... 1 General..................... 1 Item & Stock.................... 4 Purchase.....................
More informationAIMS Version 6.3. Feature presentation
AIMS Version 6.3 Feature presentation AIMS System 6.3 Standard overlay forms all forms are laser ready with your logo New E-Commerce module on-line ordering from your web page Dashboard rewrite of company
More informationSage 100 ERP 2015 What s New
Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order
More information1 About Deskera ERP 9. 2 Getting Started with Deskera ERP 10
Table of Contents 1 About Deskera ERP 9 2 Getting Started with Deskera ERP 10 2.1 Basic Settings 11 2.1.1 Create Users 12 2.1.2 Manage Application Access 13 2.1.3 Configure Company Settings 14 2.1.4 Import
More informationDHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.
DHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.com/ieo CONTENTS Importer Manage Your Imports 3 Helpful Guide Information
More information01/02/ Delta Faucet Inbound Compliance Program. Dear Delta Faucet Supplier,
01/02/2013 Subject: - Delta Faucet Inbound Compliance Program Dear Delta Faucet Supplier, This is to inform you that on 01/28/2013, Delta Faucet will be utilizing the web-based Inbound System to facilitate
More informationThe BUSINESS EDGE Revision Notes November 2011 August 2012
Order & Quote Entry System 1. New Flag - Orders-Calculate Unit Cost from BOM? If this flag is set to Yes and a Product that is added to an Order has a Bill of Material, the system will calculate the current
More informationMicrosoft Dynamics GP. Shipping Documents
Microsoft Dynamics GP Shipping Documents Copyright Copyright 2011 Microsoft Corporation. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in
More informationJA WEB TOOLS. Page 1 of 22 Updated: 12/11/17
JA WEB TOOLS Page 1 of 22 Updated: 12/11/17 From the home page of our web site www.jafrate.com you can select the Login Under the Domestic Transportation Services, enter your username & password Page 2
More informationCopyright Basware Corporation. All rights reserved.. Permissions Guide Basware P2P 18.1
Copyright 1999-2017 Basware Corporation. All rights reserved.. Permissions Guide Basware P2P 18.1 1 General Permissions 1.1 General Access System (0) This permission gives a user/group access to the system.
More informationSage MAS 90 and 200 Product Update 2 Delivers Added Value!
Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features
More informationPurpose: To document a product and it s functionality for educating users. Page 1 of 34
Purpose: To document a product and it s functionality for educating users. Page 1 of 34 ONEVIEW Welcome to the user guide for help and information about the ONEView application. This will provide information
More informationFinancials 102. Accounts Payable
Financials 102 Accounts Payable Introduction to This Guide Copyright Copyright 2010 ACS Technologies Group, Inc. All rights reserved. Reproduction of any part of this publication by mechanical or electronic
More informationInvoice Manager Admin Guide Basware P2P 17.3
Invoice Manager Admin Guide Basware P2P 17.3 Copyright 1999-2017 Basware Corporation. All rights reserved.. 1 Invoice Management Overview The Invoicing tab is a centralized location to manage all types
More informationFACTS Release Notes for Version
FACTS Release Notes for Version 11.2.1 December 2018 Table of Contents Introduction... 2 Accounts Payable... 2 Accounts Receivable... 2 Billing... 4 Call Logging & Dispatch... 8 Claims... 10 Customer Service...
More informationv10.5 Enhancements List
General System Changes Business Rules The Options & Interfaces functionality from each application has been moved to a centralized System Manager function called Business Rules. Forms Control You can now
More informationYearOne PowerLink 3.20 Job Costing
YearOne PowerLink 3.20 Job Costing User Guide October 2012 Publication Date Product Version October 2012 YearOne PowerLink 3.20 YearOne Software Australia Pty Ltd ACN 011 002 038 ABN 36011002038 147 Ross
More informationACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers
ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate
More informationNOTE: With this being a Web Based Application use the TAB key or your Mouse to move between fields, do NOT hit ENTER.
LTL Online Least Cost Routing Application Go to www.ctlogistics.com Services Logistics Services TranSaver TranSaver FreitWeb 3.0 Log in Screen will open Enter your User name and Password (Case Sensitive)
More informationVerizon Enterprise Center CALNET 3 Invoices User Guide
Version 1.17 Last Updated: March 2017 2017 Verizon. All Rights Reserved. The Verizon name and logo and all other names, logos, and slogans identifying Verizon s products and services are trademarks and
More informationBilling distribution on Jobs will now default from the Excel Estimate upload
New Screens and Productivity Enhancements Here is what is new and exciting: AP Invoice Screen Added Occupation and Equipment columns New Journals Screen Added Occupation and Equipment columns Approval
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of a ConnectWise Manage Login... 4 Configuration of GL Accounts...
More informationAccounts Payable Users Guide
Accounts Payable Users Guide Updated 05/28/2014 Page 1 of 9 Accounts Payable The accounts payable application is used to enter records that require cash disbursement (computer check, manual check, virtual
More informationFACTS Enhancements from Version 10.4 to
FACTS Enhancements from Version 10.4 to 10.5.1 January 2009 Version 10.5.1 It is with great pride that Carrier Logistics provides you with this list of the more important enhancements that have been added
More informationInfor VISUAL 9 Features & Benefits through VE 9 R3. Copyright Infor. All Rights Reserved.
Infor VISUAL 9 s & Benefits through VE 9 R3 1 Core Business s 2 Lifecycle Notifications s Send e-mail notification when sales and purchasing events occur Determine notification points at the business partner
More informationFeatures from Previous Releases
Features from Previous Releases This document lists the new features from CounterPoint V7.5.10 through V7.5.17. Click a version number to browse the new features for that version or click a particular
More informationSage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice
Sage ERP Accpac 6.0A SageCRM 7.1 I Integration Update Notice 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered
More informationSolar Eclipse Standard Operating Procedures Pricing
Solar Eclipse Standard Operating Procedures Pricing 2009 Activant Solutions, Inc. All rights reserved. Unauthorized reproduction is a violation of applicable law. Activant and the Activant Eclipse logo,
More informationPrinted in the USA by: clubsystems group, inc.
Copyright 2012 All rights reserved. This book is for the use of the clients and customers of clubsystems group, inc. in conjunction with their software. This book may not be duplicated in any way without
More informationEnhancements in Spectrum Last Updated: April 5, 2018
Enhancements in Spectrum 14.24 Last Updated: April 5, 2018 Status: Thunderbirds are GO! AP BI BI BI BI CM JC JC JC MM PO PO PO PR PR PR PS ST ST ST Use Tax Report Supports Work Orders Deep Linking New
More informationAccounting Master Update for Version 14.2
Accounting Master Update for Version 14.2 Date: October 2014 From: MACC s Product Development Team Re: Version 14.2 Release The following enhancements have been made to the Accounting Master software application.
More informationTRAVERSE Enhancements. v 10.5
TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check
More informationYou will be notified if your company has fallen below their service level expectation. Suppliers not
June 15, 016 Subject: Wurth DMB Supply Inbound Compliance Program Dear Supplier This is to inform you that on July 5, 016 Wurth DMB Supply will be utilizing the web based Inbound System to facilitate the
More informationDomestic Vendor Training Guide
2014 Domestic Vendor Training Guide Copyright 2013, PetEdge Inc. TABLE OF CONTENTS (click on any of the topics below to jump to that section) INTRODUCTION TO EZSUPPLIER & XCARRIER... 2 I. Getting Started...
More informationACCTivate! Release Notes (QuickBooks Edition)
ACCTivate! 7.2.3 Release Notes (QuickBooks Edition) Create Company - "Not enough memory. May not complete this operation." error while Deactivating QuickBooks inventoried items - #55478 Custom Fields -
More informationTransportation Glossary
Transportation Glossary A API An application programming interface (API) is a set of routines, protocols, and tools for building software and applications. Southeastern s APIs are a suite known as WebConnect.
More informationNew Degree Day History Screen
This document describes the various enhancements and modifications to DRM Windows that occurred between versions 9.1.270 and 10.2.280. New Degree Day History Screen This screen compares the current heating
More informationACUMATICA CLOUD KEY BENEFITS ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION WORK THE WAY YOU WANT
ACUMATICA CLOUD ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION For many small and midsize businesses, choosing software as a service (SaaS) offers the
More informationEZ-FREIGHT SOFTWARE OPERATIONS MANUAL
Page 1 of 102 BUSINESS SOFTWARE SOLUTIONS sales@venex.com 7220 N.W. 36 th Street Suite 616 Miami, Florida. 33166 Tel. (305) 477-5122 Fax (305) 477-5851 EZ-FREIGHT SOFTWARE OPERATIONS MANUAL Manual includes
More informationNew World Technologies, Inc Invoice Importer
New World Technologies, Inc Invoice Importer The Invoice Importer is a tool that allows users of QuickBooks Pro, Premier, Accountant's and Enterprise editions 2010 or greater to import Invoices, Sales
More informationMicrosoft Dynamics GP. Purchase Order Processing
Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this
More informationIntroduction. Counter Sales: Introduction
Introduction Counter Sales: Introduction Introduction The Jonas Counter Sales module is an effective tool to help you process inventory sales. From one screen, Counter Sales can Process orders Prints the
More informationAccounts Payable PARTICIPANT WORKBOOK
Accounts Payable PARTICIPANT WORKBOOK INTEGRATED SOFTWARE SERIES Accounts Payable PARTICIPANT WORKBOOK Version 3 Copyright 2005 2009 Interactive Financial Solutions, Inc. All Rights Reserved. Integrated
More informationOTM Oracle Transportation Management
OTM Oracle Transportation Management Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of
More informationDefect Repair Report as of 9/12/2014
27.04 Page 1 of 16 Release Notes By Module Framework The system no longer bans you from the EFI Pace refresh screen. 27.04-512 Framework The system now recognizes the Log In Automatically setting on the
More informationSage ERP Accpac 6.0A. What's New
Sage ERP Accpac 6.0A What's New Copyright 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered trademarks
More informationUser Guide. User Guide to Recurring Billing and Storage. Setting up and using the Recurring Billing system
User Guide User Guide to Recurring Billing and Storage Setting up and using the Recurring Billing system Version 3.7 (Fall 2008) User Guide to Recurring Billing and Storage Copyright Copyright 1997-2009
More informationConnectWise-Sage 50 Accounts User Guide
ConnectWiseSupport@mobiusworks.com www.mobiusworks.com ConnectWise-Sage 50 Accounts Version 3.0.0.7 September 11, 2015 Table of Contents Table of Contents... 2 INSTALLATION AND CONFIGURATION... 4 Introduction...
More informationUser Manual for Release 4.5
User Manual for Release 4.5 Version 1 Friday, February 2, 2007 Table of Contents Shipper s SelecTender Manually creating a Load Tender... 5 Upload Load Tenders... 9 Viewing recent Load Tenders... 9 Searching
More informationDynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation. Session 213 Kevin Kueny
Dynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation Session 213 Kevin Kueny Velosio Redefines Client Experience We were formed based on the idea that our clients should define
More information[Type text] Prepaid Vendor Pre-Planning and Appointment Scheduling Process
Prepaid Vendor Pre-Planning and Appointment Scheduling Process Prepaid Appointment Scheduling Process This document will explain the process Prepaid Vendors must go through in order to be able to schedule
More informationOneStep. Accounting 4.0. User Guide. Enable Computing
OneStep Accounting 4.0 User Guide Enable Computing 2 Table of Contents 1 Introduction... 5 2 Getting Started... 7 2.1 2.2 2.3 2.4 2.5 2.6 2.7 Installation... 7 Starting OneStep Accounting...7 Opening The
More informationMARKET LINE COMPUTERS TOTAL RENTAL USER MANUAL
MARKET LINE COMPUTERS TOTAL RENTAL USER MANUAL CONTRACT FUNCTIONS... 4 OPENING A NEW RENTAL CONTRACT... 5 CREATING A RENTAL RESERVATION... 6 RESERVATIONS... 7 LONG-TERM CONTRACTS... 8 CREATING A QUOTE...
More informationTable of Contents. HVAC Remote Manual 2010
Table of Contents Installation and Upgrades Download of Remote Technician Program Installation of Remote Technician Program Update of Remote Technician Program Using the Update Program Getting Started
More informationSage What's new. March 2017
Sage 300 2017 What's new March 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned
More informationACCTivate! Release Notes (QuickBooks Edition)
ACCTivate! 7.3.2 Release Notes (QuickBooks Edition) Business Activity - Product Tax Code overrides Customer Tax code on Materials tab of Business Activity - #56665 Business Alerts - Sales Order Workflow
More informationSage What's new. March 2017
Sage 300 2017 What's new March 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned
More informationEND-USER GUIDE. The Procure-to-Pay Process
END-USER GUIDE The Procure-to-Pay Process Version 1.1 June 30, 2016 Contents 1 The E-Procurement Process... 2 2 Creating Requests... 4 2.1 Shopping Catalogs... 4 2.2 Shop Off-Catalog... 7 2.3 Shopping
More informationPurchasing Control User Guide
Purchasing Control User Guide Revision 5.0.5 777 Mariners Island blvd Suite 210 San Mateo, CA 94404 Phone: 1-877-392-2879 FAX: 1-650-345-5490 2010 Exact Software North America LLC. Purchasing Control User
More informationOTM Oracle Transportation Management
OTM Oracle Transportation Management Ready to Ship Vendor Training + Development Ready, Set, Grow! All information contained in this publication is proprietary. No reproduction, distribution or use of
More informationBillQuick Peachtree Integration
Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickPeachtree Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support:
More informationUPS WorldShip TM 2010
UPS WorldShip TM 2010 Version 12.0 User Guide The UPS WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices,
More informationNimble Team NIMBLE ACCOUNTING LLC 200 MOTOR PKWY #26, HAPPAUGE, NY, 11788, USA
Nimble Team NIMBLE ACCOUNTING LLC 200 MOTOR PKWY #26, HAPPAUGE, NY, 11788, USA Part - I: Setting Up Your Business with Nimble Accounting Chapter 1: Corporation Setup -----------------------------------------------------------------------------------------------06
More informationUtilit-e Insight Getting
2018 User Group Meeting June 4-7, 2018 Utilit-e Insight Getting Started with GL, AP, AR By: Amy Kuhlmann & Heather Fineran Date: 6/4/2018 Page: 1 Table of Contents Getting Started with the General Ledger...
More informationCanopy Enhanced Modules Table of Contents
Canopy Enhanced ModuleS Canopy Enhanced Modules Table of Contents Pulse...4 Event Watch...7 Document Imaging...9 CRM...12 Element...15 Forecasting...17 sales@aspen-systems.com 6930 East Chauncey Lane,
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationMicrosoft Dynamics GP. Purchase Order Processing
Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without
More informationAxis TMS Your Trucking Command Center
Axis TMS Your Trucking Command Center Features Guide 8.5.0 1 2 Table of Contents Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Settings
More informationCertify User Guide INVOICE REPORTS
Certify User Guide INVOICE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center within the Certify Support
More informationSage What s New
Sage 100 2015.5 What s New 2016 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc
More informationStep Action See: 1 Install MYOB AccountEdge page 3. 2 Upgrade your files page 3. 3 Read about the new features in MYOB AccountEdge page 6
MYOB AccountEdge v6 Release Notes MYOB Licence Agreement IMPORTANT READ THIS CAREFULLY BEFORE PROCEEDING. This Product (consisting of the user documentation and the installation CD or other media containing
More informationWe will cover the entire SoulCRM in a flow to make it easier for you to configure your system using this document.
About SoulCRM SoulCRM is incredibly simple and efficient web based CRM software specifically designed for Indian businesses, it s a complete business solution that connects your business across marketing,
More informationSetting Up Your Company
Setting Up Your Company The Company Maintenance screen is a very important screen. You will be entering in essential information the software will be utilizing for printing invoices, pricing, reports,
More informationLytec Features Evolution Matrix
Insurance Apply Payment Wizard Authorization/Referral Tracking Auto Fee Schedule Update Multi-location Fee Schedule Management Batch Eligibility Verification Capture Scanned Images of Insurance Cards Compress
More informationAlliance Air Export. Advanced Technology to meet today s business challenges. Features at a Glance:
PRODUCT DATASHEET Alliance Air Export Advanced Technology to meet today s business challenges Features at a Glance: Comprehensive Events Management System Flexible navigation and processing options Automatic
More informationOpera II Accreditation Course. Invoicing / SOP. Pegasus Training & Consultancy Services File Name : OIISOP001
Invoicing / SOP Pegasus Training & Consultancy Services File Name : OIISOP001 Pegasus Training & Consultancy Services File Name : OIISOP001 Table of Contents Introduction... 1 Invoicing Module Menu...
More informationLightspeedEVO. Please read this entire document before loading the update
Release Notes LightspeedEVO Version 6.3 Please read this entire document before loading the update Note: Version 6.3 is available only for hosted systems. This release cannot be loaded for dealers on a
More informationQuick Start Guide. Universal Traffic Service, Inc. Universal Solutions for Supply Chain Management Service Control Solutions
Quick Start Guide for myuts, our suite of online supply chain management tools Version 02-21-2018 Universal Traffic Service, Inc. Universal Solutions for Supply Chain Management Service Control Solutions
More informationDealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014
Dealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014 Table of Contents Activation... 6 Business Information... 6 Shipping Setup... 6 Charge Shipping on Pickup Orders: Checking
More information15/01/2014 Panasonic Parts Ordering User Guide
15/01/2014 Panasonic Parts Ordering User Guide Panasonic UK, a branch of Panasonic Marketing Europe GmbH 1 15/01/14 Table of Contents Welcome to the Spare Parts Ordering System Bulk Orders 3 Parts Deliveries
More informationTable of contents. Reports...15 Printing reports Resources...30 Accessing help...30 Technical support numbers...31
WorldShip 2018 User Guide The WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices, electronically transmit
More informationLogisuite Lite Online Help Ocean Export System. Version 1.0
Logisuite Lite Online Help Ocean Export System Version 1.0 1 Printed Documentation Table of Contents Introduction... 3 Getting Started... 7 Ocean Export Quotes... 11 Ocean Export Quotes... 11 Ocean Export
More informationJob Enhanced Billing
Job Enhanced Billing For Microsoft Dynamics NAV with Job Manager Produced and Distributed by: Cost Control Software, Inc. 12409 Old Meridian Street Carmel, IN 46032 Phone: (317) 846-6025 www.costcontrolsoftware.com
More informationProfessional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010
Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)
More informationNew generation of Operational Lease Management
LeaseProXL New generation of Operational Lease Management Gain a major competitive advantage If you want to drive and inspire your organization, then create a proactive atmosphere by dealing with challenges
More informationWhat s New in PBS v12.04 by Module
What s New in PBS v12.04 by Module System-wide Features Check Reconciliation Order Entry Manufacturing Accounts Payable General Ledger Purchase Order Data Import Manager Accounts Receivable Inventory Control
More informationUpdates and Program Enhancements For DBA Classic &
The enhancements, fixes and updates described below are available to users of DBA Classic version 2002.4 or 2004.1. All the features described work in the DBA Classic environment and do not require Evo-ERP.
More informationQuick Start Guide. Taking A Payment & Printing A Receipt
Quick Start Guide Taking A Payment & Printing A Receipt Table of Contents Key Terms...3 Billing Types... 3 Premium Sent.. 3 Financing.. 3 Agency Fees....3 Taking A Payment.. 4 When Issuing A Policy 4 Agency
More informationSage Accpac ERP Integration with SageCRM 6.1
SAGE ACCPAC Sage Accpac ERP Sage Accpac ERP Integration with SageCRM 6.1 Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and
More informationClarity Accounts Payable Year-end Procedure Guide 2017
Clarity Accounts Payable Year-end Procedure Guide 2017 Clarity Accounts Payable Year-end Procedure Guide - 2017 Table of Contents Caselle Clarity Accounts Payable Year-end Checklist 2017... 1 Welcome back!...
More informationRG Connect 2016 Microsoft Dynamics GP Tips and Tricks May 13, 2016
RG Connect 2016 Microsoft Dynamics GP Tips and Tricks May 13, 2016 Prepared by Tim Tobias, Carol Livingston, Kayla Schilling, Steve Payne, Elizabeth Bender 600 SW 39 th Street, Suite 250 Renton, WA 98057
More information