We have added 3 additional buttons to the main e-quantum screen. These can be configured to go to programs selected and have the color changed.

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1 System We have added the Batch PDF s log to those available within e-quantum. The path is In File > Utilities > Logs > Print Log. This log was previously found in Q2000 > System > Pdf .log. We have added 3 additional buttons to the main e-quantum screen. These can be configured to go to programs selected and have the color changed. We have added a new Display to the main e-quantum screen. In File > Preferences > User > is a new option "Main Menu Bottom". Users can select to display 3 additional buttons that can be configured to go to programs selected and have the color changed. They can select History which displays the last 9 menu options used, similar function to right clicking in the open area of the main screen. They can select Notes, which allows each user to enter their own personal note to display. They can select Last Edits, which shows the last 15 items edited in the system. Selecting Last Edits displays a Properties Button which allows the user to select the style that the last edits will display in. The options are; Single entry per maintenance type or Multiple entries per maintenance type. They can also select the Maintenance types that will display. (Options are; Client Maintenance, Consultant Setup, Invoicing, Item Maintenance, PO Editing, Quotation Editing, RFQ Editing, and Vendor Maintenance). The last option is Leave Empty. The set up under preferences sets the default but these can be changed/selected on the main e-quantum screen as needed. We have expanded the Right click function that displays Last Client, Last Item, Last Consultant etc, this right click will now display the last 3 selections. We have moved the Export function for all reports to a New Tab. You will now see Tabs for; Sort Options (If applicable), Range Selections, Export, and Printer Options. ALL EXPORTS NEED TO BE RECONFIGURED. In Preferences, User Tab, the option to number note book tabs is now functioning correctly. In Preferences, Colors tab we had add a Font Scale % which will allow you to increase/decrease the font size display on the screens. This can be decreased to 90% or increased to 125%. This will not affect reports. The Rolodex now displays the Client contact s Cell phone number. When Quick is being used for Vendor contacts from the Rolodex, the correct contact information will now display. The Country code, Netherlands Antilles, AN is obsolete and has been replaced by Curacao, CW. We have changed the Display Scan Windows so that you can now click on any item displayed and select it. You no longer have to highlight the item you want to select. 1

2 We have added Client Overrides to the Maintenance Event Log. Security for Client maintenance now has an option for Client Remarks. Users can be given rights to add, edit, and delete remarks. We have made several changes to the Quick function: 1. You can CC the send (check box for Send me a copy of this ) 2. If the clients have Doc Q Manage a copy of the is automatically saved. Links to client or vendor if sent to a client or vendor contact. 3. Goes to the log (File > Utilities > Logs > Print log). 4. Security has been added for Quick - defaults to None. In File > Utilities we have add a Database Purge Status screen. This displays the Data type, Oldest File Date, recommended retention time and if it is eligible to be purged. In Company Maintenance, program we have added Lock/Unlock Company. This gives you the ability to lock a user out of a company. This can be used to prevent users from logging in while maintenance is being done ie: updating the programs. This will not affect users who are logged in when it is turned on. The View only Rights for Vendor Maintenance have been updated; users with View Only rights will no longer have access to the edi set up options. In Company Maintenance, under the File menu we have added Export Security. This will create an excel spread sheet. General Ledger In General Ledger Maintenance, Department set up we have added fields for a Dept Contact and a Contact . In General Ledger Maintenance, G/L Configuration we have added a New Tab "Commissions". This will be used when setting up the Post Commission to G/L function. You will enable this and enter GL codes for Commission Booked Acct., Accrued Commission Acct, Commissions Payable, Commission Adj. Acct and Journal Type. In General Ledger Maintenance, G/L Configuration we have added option to stop posting to prior year or period. These options are: Allow postings up to 1 year prior - This is what we currently use and this will be the default. Suppress Postings to Prior Period - This will not allow you to post to any period but the current or a future period. Suppress Postings to Prior Year - This will not allow you to post to a period in the previous year. We have added a range selection to the Chart of Accounts List Report to include inactive GL Accounts Yes or No. 2

3 General Ledger Period End Processing now has a warning message that displays if either AR or AP isn t in a future period. Accounts Receivable The Client Sales Report is now printing all 6 characters of the Client ID. In Client Maintenance, Contacts we have added an field. This will display in the Rolodex and will pull into documents when the "Copy into Document Address" option is checked. In Client Maintenance, Overrides, Documents, Reorder Letters now have a Name field to go with the final round address. In Client Maintenance, Overrides, we have added a new Tab "Tax". This tab allows you to set up when Sales tax is calculated and charged on Client owned inventory. When this option is checked and Client owned inventory is received into stock the invoice to the client will have NO sales tax. When it is released and the release is invoiced the Sales Tax will be calculated based on the items charge back value and the Sales tax will be on this invoice. In Client Maintenance, Overrides, Tax Tab, we have added to Invoice Messages. 1. Invoice Message for Release, this will print on the invoice when the Tax Client Owned Releases has been activated. 2. Invoice message for PO items shipped to a warehouse, this will print on the invoice when the Tax Client Owned Releases has been activated. In Client Maintenance, Cards we have added a field for Countries. In Client Maintenance, QNet tab we have added a new option, "Set new ship-to's to upload If checked any ship to added will be flagged to Upload to Internet, if unchecked they will not be flagged to upload. In Client Maintenance, QNet Tab, QNet Configuration, Category tab, we have added the ability to override the Misc. Category name In Client Maintenance, QNet Tab, Allowed Payment Methods the payment method labels now line up with the payment methods. In Client Maintenance, We have added a new Actions menu. We have moved Verify Balance/WIP, Remove Inventory Management, Force Catalog Price Upload, remove Internet and Send to CRM. The Program options are Statistics/History, Credit Cards, Override Defaults, EDI settings, Subject Lines, Freight Accounts and Projects. The Client Hold Codes can now be applied to Returns. Set up is in AR File Maintenance, Hold Codes, and Hold Code set up. We have defaulted to No Restrictions. 3

4 We have added an option in AR receipts editing to allow users to apply a receipt to multiple invoices quickly. The "Quick Apply" is under the Program menu. You will enter the receipt amount, check number etc, go to Program and click Quick Apply. A window with a list of all open invoices displays allowing the user to check the invoices they want the receipt to be applied to. The Client Sales Report has a new range selection, Include Inactive Clients, Yes or No. In AR Configuration we have added the ability to set a default freight margin or dollar charge for new clients. When you post a receipt to a PO or Release a warning message now displays if they have already been invoiced. The Delinquency Report will no longer display clients with on account amounts only when the Include Credit Range Selection is No. Previously the client displayed with zero dollars. We have added the ability to disable a ship to. The ship to would be available for reports, but could not be selected on Purchase Orders, releases, or Invoices. The AR Invoice Batch listing is now calculating the gross margin % correctly; it is no longer included sales tax in that calculation. We have added a new Range Selection to the AR Projected Cash Receipt Report. This option is Projection Basis. The options are; Days to Pay or Client Terms. In Receipts Editing applying the payment to a Summary Bill will no longer apply the discount after it is no longer valid. The Client Index Report has a new range selection "Print freight Margin Y or N If Y it will print the Freight Margin % and / or the $ mark up. We have added the contact cell phone number to the Client Contact Listing. In AR receipts editing, General Ledger Distribution you can now enter a negative amount. You can no longer delete a client with pending backorders. In Sales Tax Set up you can now select multiple tax codes to be deleted. In Sales Tax Set up we have added a selection field of From Import that shows the import used to create the Tax ID. This should be used with another Sort Criteria. The Export of the Sales Tax report now includes a column IS_USE_TAX. This indicates if the sales tax being charged is the destination's use tax. 4

5 In Client Maintenance, Ships Tab, we have added a new Tab for Remarks. If the PO has only 1 ship to this information will print after the last line item. If item is split shipped the instructions would be in the Split ship notes. The Aged A/R Report, One-Line Summary Report Type has had the Client ID added to it. In Client Maintenance the Client Alpha and Client Name sort options will now display all clients correctly. The Receipts Register has a new range selection of Credit Card Types. This will allow you to select Master Card, Visa, American Express or Discover. The Receipts Register now prints the Credit Card information; it will show the credit card type, the last 4 digits of the credit card number and the authorization number. In Client Maintenance, QNet Tab, Category tree set up we have changed the Add button so that if the currently highlighted branch of the tree is expanded, the values default, otherwise they do not. In Client Maintenance, QNet Tab, Category tree set up when the Use System Default is unchecked we have added options to; Start Fresh - Do Not copy, Copy Default Category Tree, or Copy Tree From Another Client In Client Maintenance, QNet tab, Category tab we have added a Notepad icon next to the Move up Button. Click this icon will export the Category tree to a text file. Receipts Register: Deposit ID has been added as a Range Selection. We have moved the "Force full CC upload" check box to Client Maintenance > QNet tab. Suppressing the first category in the Hodgins Vendor catalog no longer suppresses other catalogs. We moved the Extra Data Fields setup to the QNet tab in Client Maintenance. These fields can now be set up for Non-QNet clients. In Client Maintenance, under Program we have added a check box for Show In-active Clients. We have defaulted this to being checked. AR Gift Certificate List now includes Activated and Non-Activated Certificates. Accounts Payable We have added a new field in Vendor Maintenance, page 3 for Start Date. In Vendor Maintenance on Page 3 we have added a new option, "Allows Split Shipments". This will default to check but if unchecked will not allow items ordered from this vendor to be split shipped. 5

6 In Vendor Maintenance, History button a deleted AP invoices is no longer adding a negative amount to Purchase History. In Vendor Maintenance we have added a new tab "Remit". This will allow payments to be sent to an address other then the Vendor's address. This tab also includes an option "Send Payments to the Vendors Address" that will be the default. We have added 2 new sort options in Vendor Maintenance; they are Vendor phone from and the Vendor Zip from the address tab. Adding a new Vendor in AP will default the Start Date field to the current date. Recurring AP invoices are now updating Vendor history correctly. We have added a new column to the Check Register, "Remit to". This will populate with a Y if a Remit to address was used. We have added the AP Invoice Batch List to those available in the Report Export Manager. We have added the Vendors last invoice date to the Vendor Status Report. AP invoices created when the Royalty report is posted will no longer show as open with a zero amount after they have been paid. The Selected Invoice Listing Report now shows the total number of Vendors selected to be paid. The number of characters allowed for a manual check number has been restricted to 7 to match what is allowed in Bank Account Maintenance. The Accounts Payable Bank Register Report will now pull the Journal Entry Description field on to the report for GL transactions. The Accounts Payable Aged Invoice Report, Summarized Format has had the Vendor ID added to it. The Accounts Payable Check Registers have been updated so that all formats now display all 7 characters of the check number. AP Recurring invoices did not update vendor purchase history in vendor maintenance. We have a script in the version 11 CD that will go through and update history for the past 12 months with the recurring purchase history. The script will add to whatever is currently in vendor purchase history. We have added the ability to generate multiple Manual checks: 1. Go to Select Invoices to be paid 2. Select 2 or more Vendors 3. Click Manual check 4. New Window to write the checks 6

7 We have added the ability to send remittance information to a Vendor to notify the Vendor to charge your credit card. The Vendor needs to be set up to Pay with a Credit card (page 3 Vendor Maintenance). You check the option "Send pay notice. You will create a text message that will be sent to the Vendor. You Select invoices to be paid and then select Mnl.Chk (Manual Check) this window will show that you have selected Pay with Credit card and pay notice. Edit as needed and Save. A window will display with a notice "Pay with credit card notice sent successfully". Order Entry Order History has a new option "Kit Order History" In Order History when you view Kit Order History you have the ability to view the sub-documents created by the Kit order. In Order History, Release History you can now right click on a release to view the line item detail. In Order History, Search by Client PO number, we have added a date range selection. In Order History we have added a new button QNet Orders. To use, select the client, click the QNet Orders button, enter the QNet order number and generate the list. The list will show the PO or release number, and you can highlight and View PO or Release history. When you go to QNet > QNet Order Look up the same screen will display. When a PO is generated from Order History, the Item Notes will now display when the Display when item is selected option is set in Item Maintenance. Order Entry Configuration has a new option in Invoices, Commissions of "Credit Card Cost Product Group". Order Entry Configuration has a new option of Kit Orders. The Configuration is " System Assigned Kit Order Number: Yes, No or Usually. Order Entry Configuration has a new option under the Numbers tab to set up the Kit Order Number. Order Entry Configuration has a new Tab, Retention. This allows you to set up how many months/years documents are to be kept before they are purged. Once this is set up you can schedule periodic purging of the documents. Monthly Purges are: Months to Keep Client Quotes, Purge is scheduled in OE Period End > History Purging. Vendor RFQ, Purge is scheduled in OE Period End > History Purging. Commission Reports, Purge is scheduled in OE Period End > History Purging. Credit Cart History, Purge is scheduled in Q-Send > Scheduler > Tasks. Yearly Purges are: Years to Keep PO's, Purge is scheduled in OE Period End > History Purging. 7

8 Years to Keep OE Invoices, Purge is scheduled in OE Period End > History Purging. The Phone number from a split ship address will now print on our PO formats. The PO/Rls Expense Report Pre-invoicing format is now adding shipped quantities from multiple AP invoices correctly. The PO Activity Code Report now includes the logged in user ID. The PO Packing List print option of "Print One Page Per Item" is now functioning correctly. We have added a new field to the Activity Code Set up "OE Invoice Description". This will default to the Activity Code Description, but can be changed. This will print on the OE invoice. We have expanded the Trade Remarks field on the Quote to Client to 10,000 characters. We have added the ability for a Credit Card Surcharge cost to be added as an add-on cost when an invoice is created and a credit card assigned to be used on that invoice. The label for this add-on cost will come from Company Maintenance, Payment Types Tab. These are the setup instructions: 1. File>Company Maintenance>Payment Types>Surcharge Column. Enter the Percent to be calculated for MasterCard or Visa 2. In Consultant Setup>Info Tab, check Charge Credit Card Surcharge to Consultant 3. OE Config>Invoices>Commissions>Credit Card Cost Product Group. Create and add product group for the credit card cost. This will not be transferred to the general ledger but will appear under the product group on reports. 4. The cost will be calculated at time of invoicing and added into the Add on charges tab. Ship Notices are pulling the address from Company Maintenance correctly. Ship Notices can now be sent to the Primary AR Consultant. This is set up in OE Maintenance, OE Configuration, and Ship Notices and can be overridden by client. You can record accrued commissions in the General Ledger. Contact Support@e-quantum.com for documentation on this new feature. We have added a new report, Booked Commissions; this will be used in posting accrued commissions to the General Ledger. The spelling of Commercial for the Commercial Form Spec has been corrected. The HTML quote to client will now generate an to the Consultant when a client accepts the quote. The Consultants address must be entered in Consultant Setup, Info tab. The follow up code field has been removed from the Set up of an Activity code. 8

9 In OE Period End Processing, History Purging, we have removed the options to Purge PO Address and Purge Invoice Address. When adding a new invoice you can right click in the Client ID field and find the Client using the Distributor PO number. In PO editing we have added an asterisk to the Special Pricing Tab if the item has special pricing. The Release from Closest Warehouse function is now working correctly. We have added the ability to make a commission adjustment without referencing an invoice number. They will appear on the commission report with no date or invoice number. We advise using the range selection of Print Adjustments at end of Report. OE Invoices allow 11 characters, these are now printing on all e-quantum invoice formats. We have added the ability to re-print a Consolidated Invoice, even if the invoice has been posted from OE to AR. The PO Activity Code Report has a new Range selection for User. This will be the user who entered the Activity Code. The Search for Quote function will return results with the newest at top. The PO Summary will now display cost and sell correctly for Vendor owned Imprint Items. We have added the ability to copy attachments from the Quote to the PO, the check box is on the attachment tab. We have added the ability to copy attachments from the RFQ to either the Quote or the PO, the check box is on the attachment tab. The PO/Rls Expense Report Export now shows the product group used for Special Pricing. In PO editing we have added the ability to have both a Required Date and an In-Hands date. The In- Hands date is to the right of the Required Date field on the Item Tab. Both will print on our standard PO formats. The in-hands date field will be suppressed on printing unless a date has been filled in. On the Un-invoiced Freight Report the Acknowledge ship date for a PO is now updating the Ship date displayed in the report. We have added a new format (format 3) the OE Summary Bill. This format includes a total by cost center. When you clone a PO we are no longer pulling in the original PO's required ship date, but you must check in OE Config > Purchase Order > Clone Fields that the Required Date is not selected. 9

10 When you auto invoice a release with 2 add-on charges you no longer get a btrieve 5 duplicate key error. When entering a PO number into PO editing the screens will now populate. The PO Activity Code Report has a new range selection Print Activity Notes Y or N". Using the Alias Item ID to link an USSCo or SP Richards item to a stock item in the Distributor client now works correctly. In the OE Invoice, on the Remarks/Notes tab we have corrected the verbiage to "Exclude Invoice from EDI". The Invoice Printing Range selection "Show 0$ Add-on charges Y or N" is now suppressing correctly. The Compact invoice w/stub landscape now correctly display the Range selection Show 0$ Special pricing correctly. The Invoice Format, Promo: Random will now print correctly when an attribute item with multiple quantities is invoiced. For the Client Profile Report we have added 3 new relative dates, Last 3, 6 or 12 months. We have added the ability to close multiple PO line items at the same time. When you go to Program, Close PO Item (s) a selection window allows you to select specific line items, all or none. In Invoice Editing, Program options we have added a Search for Ship to option. This will allow you to find a ship to that has been used on an invoice with multiple items. You can now update the Client PO in the invoice summary tab and not update the line item Client PO. When you post invoices from OE to AR we are now storing the invoice tax rate to be used when running the Export Summary Bill or Consolidated invoices. When you are in invoice editing, Line Item tab, you can right click on an item and go to Order History. Releases created by filling backorders now include the original QNet order number. The warehouse release Address screen has been changed. The Ship to portion now includes options to Sent to a Ship to, Vendor (used to send sub-assembly stock kit items to a vendor for assembly and used to enter a return to the vendor) and Whse (used to move stock from one warehouse to another). The Release Delivery Ticket now prints the first QNet Extra Data Field. Reprint the Commission report no longer suppresses zero commissions when set to not suppress. 10

11 We have added a new range selection to the Commission Report and the Reprint commission report of Group by Department. The Sales History Report - Detail is no longer showing credit as debits. It is also totaling correctly. The Sales History Report - Summary is no longer showing credit as debits. It is also totaling correctly. An invoiced Warehouse release can now be edited (view only) to see the line item detail information. In Warehouse Release editing we have added the ability to ship to a Vendor (used for Kits only), another Warehouse (used to transfer Inventory) and to a client ship to. In OE > Release > we have added a new function, Close Warehouse Transfer, this function will complete and close the release generated when transferring Inventory. Steps to Transfer Inventory: 1. Write the warehouse release using the warehouse you are transferring to as the ship to. This will take the Inventory out of the warehouse. 2. Go to OE > Releases > Close Warehouse Transfer and close the Transfer Release. This will adjust the inventory into the new warehouse. 3. The Item Audit Report and the Transaction Journals will show the Release from as a Release, but the Inventory going into the warehouse will be shown as an adjustment. The Transaction remarks for the releases will be R: 1234; Transfer to New Warehouse, for the adjustment in they will be Xfer from Old Warehouse on Release In OE Configuration, Purchase Orders we have added a new option, Invoicing Rules. The options are: Has Tracking Numbers Is Expensed Fully Received In OE Configuration, Warehouse Releases, we have added a new option, Invoicing Rules. The options are: Has Tracking Numbers Is Expensed We have added an Invoice Readiness Report in OE. Overview of what the Invoice Readiness Report to help with Auto Invoicing includes: 1. Selection that will bring in all PO's, whose estimated expenses have actual expenses associated with them from all Vendors on job. 2. If the vendor is marked as an in-house vendor, the estimated expense would be counted as an actual expense. 3. Can have Internal and Regular Vendors on a PO 4. In OE Configuration, if Keep Un-expensed Freight is marked as Yes, the freight will be considered as an actual expense. In Release Editing, display scan to find a release now has a Sort option of ID or Date. In Quotation Editing, display scan to find a quote now has a Sort option of ID or Date. 11

12 In Recurring Invoice Set up we have add an option "Generate Multiple Times Per Month. This will Default to Never, the other options are Allow and Warning. We have created a new menu option under Reports; PO/Release Reports. Under this option you will find: Active Order Report -Previously under O/E Reports Booking Report - Previously under O/E Period End PO/Rls Delivery Ticket - Previously for Releases only and was found under Releases. PO/Rls Expense report - Previously under Purchase Order Reports Uninvoiced Freight Report - Previously under Purchase Order Reports WIP Report - Previously under Purchase Order Reports In Consultant Setup, Info Tab we have added an accept check box for Quotes and or RFQ s. This will default to checked so that the CNS gets an when an HTML quote or RFQ is returned. They can be unchecked if the CNS does not want the notifications. In OE Config> PO, Order Source has been added to the fields that can be made required. In OE Config, Warehouse Release, Order Source has been added to the Fields that can be made required. The Active Order Report now has a Range Selection for "In Hand Date". We have added Fax/ optimization to the Active Order Report. It will be sent to the Consultant. We have added Fax/ optimization to the Work in Progress Report (WIP). It will be sent to the Consultant. We have added Fax/ optimization to the Consultant History Report. It will be sent to the Consultant. In OE Config, PO Config, Supervisor Access, the Change CNS has been corrected so that only the CNS requires Supervisor Access, the CSR will not. In OE Config, Warehouse Release, Config, Supervisor Access, the Change CNS has been corrected so that only the CNS requires Supervisor Access, the CSR will not. We have added the Ship to ID to the Second Sort options for the Active PO Report. This will pull from the ship to in the header of the PO or Release. In Order History, PO history we have added the CSR ID and CSR Name to information displayed for Purchase Orders. 12

13 Inventory In Item Maintenance, Prices Tab, the option "Allow Multi Line Price Breaks" is now functioning correctly. When checked it will combine items into one line item, if not checked it will create individual lines. In Item Maintenance > QNet Button> Qty tab, we have changed the verbiage on the selections: Only Price-break Quantities to Select Qty is now Price and Totals columns Change Qty table w/o unit price to Select Qty is now Total Price Only Change Qty from drop-down to Select Qty is now Price column only The Inventory Adjustment Remarks field has been increased to 50 characters. In Item Maintenance, Under QNet we have added the ability to add or remove the Manager Approval Flag for multiple items at the same time. In Item Maintenance, Program, Item Overrides we have added an option "PO-Copy Vendor instructions to multi-vendor" Never Copy or Always copy. In Item Maintenance on Page 1 we have add a new option of QNet Mapped Attributes. This will replace the mapping previous used to link stock items to attributes. The Imprint attributes previously mapped will transfer. In Item Maintenance on Page 1 we have changed the way the radial selections for Regular Item, Imprint Item, Kit Item and QNet Mapped Attributes display. In Item Maintenance on Page 1 we have added an asterisk to the QNet Mapped Attribute button if you have attributes for that item. In Item Maintenance, Attributes we have added the ability to clone custom fields. In Item Maintenance, the Copy QNet setting from another client will now copy only the category tree when that is the only option selected. In Item Maintenance, on Pg 3 we have added an Additional Aliases Button. This button will allow set up of a Vendor's Item ID, this Vendors Item ID will print on the Purchase Order when that vendor is used. In Item Maintenance, QNet Button, Descriptions tab you will no longer receive a warning message that "HTML may not display properly" when using a single quote ("). In Item Maintenance, Prices tab cloning a price plan now pulls the description correctly. In Item Maintenance, we have added a Filter button at the bottom of the screen. This button will allow you to filter what items display. Options include: Item Range, Vendor, Catalog, Item Class (stock or nonstock) QNet (Yes or No),Obsolete (Yes or No), Kit Items (Yes or No), Imprint Items (Yes or No), Mapped 13

14 Item (Yes or No) or drop downs (2) for batched, frt. exempt, In-Rev, In-House, MLine Price, Mgr. Approval, Numbered, RO Printed, Retail, Suppress RO, Tax Exempt. The Ship to Attention will now print on the Backorder Report. The Active Release Report has a new Sort option of Ship To. The Active Release Repot has a new Range Selection of Ship To. In Inventory Configuration the option to "Close filled backorder-only releases" is no longer creating an allocation in Inventory. Inventory Configuration has a new Tab, Retention. This allows you to set up how many months/years documents are to be kept before they are purged. Once this is set up you can schedule periodic purging of the documents. Monthly Purges are: Adjustment transactions, Purge is schedule in Inventory Period End > History Purging. Receiving Transactions, Purge is schedule in Inventory Period End > History Purging. Return Transactions, Purge is schedule in Inventory Period End > History Purging. Whse Release Headers, Purge is schedule in Inventory Period End > History Purging. Release Line Items, Purge is schedule in Inventory Period End > History Purging. Yearly Purges are: Item (Summary) Usage, Purge is schedule in Inventory Period End > History Purging. Location Usage, Purge is schedule in Inventory Period End > History Purging. The Receiving Report format 2 is no longer getting a Start or Close Job Failed error. We have added a new report to the Internal Reports. This is an Item Audit Report with cost. The search field in Inventory Maintenance, Warehouse Set up is now working correctly. The Dusty Carton Report now has a Range Selection of Group by Warehouse". We have added the Owner record to the Inventory Receiving Report. It will print the owner from the Inventory lot record. We have increased the Pay Per Download number of days valid to 366. We have added a new range selection to the Warehouse Pull Report. The Range selection is Client type and you can choose either From Client or To client. We have a new Lot Status Report. This will be in Inventory > Inventory Reports > Lists. Range selections are: Client ID, Consultant ID, Category ID, Item ID, Date Range, Product Group, Owner, Characteristic Code, and Item Properties. In addition you can Include Obsolete, select the Decimals in Qty, In-house Items, and the Warehouse ID. 14

15 The report: 1. Prints by Inventory lot record 2. Includes empty lots 3. Prints the Beginning Balance based on the Inventory on hand at the beginning date selected 4. Prints by lot 5. Shows ownership 6. Returns must go in as adjustments. The balance will be calculated when you access inventory for the item. Changes made (releases, receiving's, returns, and adjustments) will display the next time the Item is accessed. In Warehouse Inventory/Usage you can right click on a Lot Record and Show Lot Daily Balance Window will display the beginning inventory for the days the balance was calculated. The balance is only calculated when you access inventory for the item. In Warehouse Inventory/Usage you can go to Program and click "Show Daily Balances". We have added the AR Client Consultant ID and name to export of the Inventory Checklist. In Item Maintenance, Page 3, the option to attach static artwork from the Digital Library now has the ability to pull in the DM File. Quantum Net The QNet menu has been rearranged to follow the layout of the other e-quantum menus. In QNet > QNet Maintenance > Internet Configuration > Generate Tab, we have added a new option "Build Kit Orders, one PO Per Item, One PO per Order, or Multiple Orders per PO. In QNet > QNet Maintenance > Internet Configuration > Tab, we have added a Configuration Option. The selections are Custom setting, e-quantum hosted , Office 365 and Google Gmail. The Advanced Setting now display on this screen. In QNet > QNet Maintenance > Internet Configuration > Default tab we have added 2 new options for displaying Prices for stock items with multiple inventory lot records. Those options are: 1. Oldest Lot Price 2. Newest Lot Price These selections can be changed on the Client or Item level if needed. We have added the time that an order is downloaded to the View Internet Order Screen. This will display next to the date the item is downloaded. In the View Internet order window we have added the Vendor Authorization Number (authnum) to the Remarks. This will display the punch-out vendor s authorization number. 15

16 We have removed the change quantity function in the View Internet Order Screen. We have added the return RFQ to the QNet Log. This log is in QNet > QNet Log. When an order is generated for a punch out item from a Retail Site, we will use the sell in both the Latest Client Price and the Retail Sell. QNet > QNet Order Lookup has a new screen. To use, select the client, click the QNet Orders button, enter the QNet order number and generate the list. The list will show the PO or release number, and you can highlight and View PO or Release history. This same screen has been added to OE > Client Order History. The Consultant Message Variable for phone numbers will now display correctly on the QNet Order Confirmation. In QNet > QNet Maintenance > Internet Configuration > Catalogs, catalogs are able to be marked for All Clients or left unchecked to be selected at the client level. We have moved the "Force CCC upload" check box from the bottom of the QNet upload selections window to Client Maintenance > QNet Tab. The View QNet Log feature now has a Filter Selections. Options are: Export to QNet, Upload to QNet, Upload Graphics, Clear Log, Download Orders, Import QNet, Import Perpetual, Import RFQ Return, Generate PO, Generate Releases, Generate Kit Orders, and Generate RFQ. You can also select by User, Date Range, Client or QNet order number. In QNet Maintenance > Internet Configuration > Defaults tab > Display Defaults. The option for Attribute Grid now saves correctly. The live UPS look up is now pulling the Ship from Zip code from the Default Vendor set up on Page 3 in Item Maintenance. Q-Send The Export Summary Billing can now have multiple default configurations. The Q-Send menu has been rearranged to follow the layout of the other e-quantum menus. The Final Round of the Reorder Letter will now only send once. We have added the UNSPSC Field to the report Export Summary Bill. This field is found in Item Maintenance on Page 3. The Client Export now exports correctly when both a Client and an Item are selected. The Client Export now includes: 16

17 An Inactive Ship To column. Contact Cell phone number. Client Class. The Item Export now includes: The UNSPSC number. Suppress from EDI Y or N. Additional Vendors Y or N The Digital Manager Art link ID. Multi-line price Break Y or N. The quantity in the warehouse. Item Properties Y or N. The Vendor Export now includes the Internal Vendor. We have added the Client PO Number to the variables available for the OE Invoice subject line. The Export Summary Bill now display a V for Vendor owned in the owner column. The Export Summary Bill now has a configuration option for the Clients Bill to Address. The Export Summary Bill now appears correctly as invoice sales tax for an invoiced client owned releases being charged sales tax. We have removed the option "Use Client Name as Description" from the Ship to Import Screen The Ship to Import is an optional feature please contact Sales@e-quantum.com for more information. We have added a "Date Started" range selection to the Vendor Export. The Vendor Export now includes the Date Started and the Total to Date Columns. We have added a "Date Started" range selection to the Client Export. The incoming EDI exception log has been enhanced to include: 1. Backorder or out of stock notices from Vendor Acknowledgements 2. Price mismatch or can expense line item info from Vendor Invoices If the import is done manually the exception notice will pop up, as it does now. If the import is scheduled we will send an notice to the Notify address entered when the task is scheduled to notify the user to check the exception log. The exception log will be added to the Scheduler logs. We have added the AR Client Consultant ID and name to export of the Inventory Checklist. We have added a product Group Range selection to the Item Export. We have added a range selection to the Client Export to Include of Exclude Inactive Clients. 17

18 The Purge Credit Card History function now has Purge Credit Card Lookup Prior to date field. Scheduler In Scheduler Configuration, Tasks Tab we have added a new Filter function this button will allow you to search for scheduled jobs. In Scheduler Configuration, we have added a new Tab "Nanny". The "Nanny" is a program that monitors up to 9 e-quantum scheduled activities (children) running on the same computer. Each scheduled instance can be configured to run certain types of jobs and or be restricted to jobs from one specific company. Example, run reports on one child and export / import QNet/EDI tasks on another. Report Export Manager We have moved the Export function for all reports to a New Tab. You will now see Tabs for: Sort Options (If applicable) Range Selections, Export, and Printer Options. This will allow us to add new reports to the REM without users having to reschedule them. However, all Exports will need to be reconfigured. We have added the Item Reorder Contact to the export of the Dusty Carton Report - Sell. The Export of the Commission Report now exports item description 1 and 2 correctly. The Sales Analysis Export now includes the Order Source. The QNet users name has been added to the Export of the Release Report - Sell. We have added the AP Invoice Batch List to the REM. We have added the Inventory Last Activity Report to the REM. We have added the AR Receipts Register to the REM. The export will not include the GL distribution from receipts entered for GL Distribution. We have added the Inventory Aging Report to the REM. We have added the Sales History Detail Report to the REM. We have added the Sales History Summary Report to the REM. The Export of the Sales Tax report now includes a Column IS_USE_TAX. This indicates if the sales tax being charged is the destination use tax. We have added the ability to the export of REM reports as well as the pdf version. 18

19 These exports can now be scheduled, they are not optimized and you will need to designate the address they are to be sent to. Previous scheduled non-optimized reports that were sending the export will need to be rescheduled. The Export of the Active Order Report is now displaying the Extended Sell correctly. We have added the Items type/size/ply fields to the export of the Active PO Report. 19