Together we can build something great

Transcription

1 Together we can build something great 55 New contracterp Features in 55 Minutes! Lindsay Riggs, Shawn Luginbuhl, Bill Natalie

2 Consolidated Invoicing 2 New Features! #1 Credit Memos Added to the consolidated invoices

3 #2 Void Consolidated Invoice with History

4 Customer Statements (Contract)- 2 New Features! #3 Print options screen now has "Exclude Retainage Not Due" Boolean

5 #4 Column headers added and renamed OLD NEW

6 Purchasing 5 New Features! #5 Added Sales Order # and Sales Order Line # to Requisition Worksheet

7 #6 Re-associate on Purchase Line

8 #6 Re-associate on Purchase Line

9 #7 Combine Drop Ship or Direct Ship Requisition Lines to a single PO based on shipping address Ship-To Addresses MUST be identical

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11 Combined Direct Ship on PO created!

12 #8 Add to Existing Drop Ship or Direct Ship POs **if you remove the CO# from the header of DIRECT POs, you can release multiple more CO lines**

13 #9 You can now post a DROP SHIP Purchase Oder prior to posting the Sales Order

14 General Ledger Entries 2 new features #10 and 11 'Cleared' Boolean and 'Cleared Date Time' columns added to General Ledger Entries List

15 #12 Added icon to Unclear cleared entries

16 AIA Billings 2 New Features #13 Now populates the Change Order Summary onto the G702 form

17 #14 New AIA Per Customer or System Setting

18 Contracts 5 new features! #15 8 fields are now editable when contract status is APPROVED

19 #16 Ability to change 'Bill- To Customer No.' on either the Base or Change Order. You can also change on a contract sales order as well!

20 #17 Add Stored Material flow field to Material List fact box

21 #18 Calculated Released Price based on Last Cost for Contract Billing (Common situation for Wood Doors)

22 #19 Editable contract 'End Date' on contract header allows you to update the customer ledger entry due dates on retainage invoices. Prompted with YES/NO option

23 #20 Warning when user attempts to change NS items to STOCK Purchasing Code Inventory 2 new features

24 #21 New Inventory WIP Analysis Report

25 #22 Added a new Gross Profit Report - Modeled from the Daily Invoicing Report showing Adjust Gross Profit percentage for both Sales Invoices and Credit memos

26 #23 Added Sales Line Contract No. filter to the Outstanding Sales Order Aging report

27 User Setup 3 New Features! New Features! #24 Allow Contract Bill-To Customer change #25 Contract State Change Maximum Level setup in User Setup

28 #26 Added "EDIT CARD" feature to make user changes more easily in lieu of making changes in the list view

29 #27 New Outstanding Shipment Report. Many report options and filters to generate numerous material shipment reports.

30 #28 Added Applied Amount Field to Applied Customer Entries Card

31 #29 Added Unscheduled Lines button to the Release Schedule

32 #30 Added Close Out Contract Feature and Detailed Report. (Selecting yes on the master, updates base and CO statuses!)

33 #31 Update search attributes tool from material list or sales line, with date/time/user tracking of change

34 #32 Configurator within a Configurator functionality

35 #33 Added Stored Material Flag within Release Schedule Setup page

36 #34 Added Unapproved Contract Credit Limit for Management Approval

37 #35 Added Standard Comments and Comment Indicator

38 #36 Added contract subtotal and header to the Aged Accounts Receivable report

39 #37 Present Multiple Release No s on a Material List Line

40 #38 Added multi-level sub-assemblies Level 2 Level 3

41 #39 Clean up Attributes With New Ignore Non-Existent Attributes cerp Setup

42 #40 Choose Attribute Values to Print on Sales Confirmations and Sales Invoices! (FSC added too)

43 #41 Limited-User Licenses For users who are performing non-posting tasks, like data scanning and customer service Package Scanning! Finished Product Scanning! Shipment Scanning! Take Deposits!

44 #42 Two Packing List Options: Print by Location...

45 #43 And # of Copies Option. Example: Driver and Customer Copy

46 #44 Added a Job Name Field to use on Base or Custom Reports

47 #45 Link to Posted Sales Shipments from Posted Sales Invoice Double Click

48 #46 Split Sales Line Qty into Multiple Sales Lines

49 #47 Mark a Sales Line as not to be shipped rather than Deleting.

50 MAJOR NEW FEATURE SET! #48 Visual Delivery Board To be covered indepth in another Session.

51 #49 Route Summary Report with Financials

52 MAJOR NEW FEATURE SET! #50 Covered in General Session: New Scanning Solutions! Finished Product Scanning Package Creation Scanning Shipment Scanning

53 MAJOR NEW FEATURE SET! Order and Line Information Sales Orders Sales Order Lines with Quick Links to Production and Delivery Schedule #51 New Order Status Page Production and Delivery Schedule Information

54 #53 After New Extended Check Stub Feature: ONE Check Consumed #52 Before New Extended Check Stub Feature: Two Checks Consumed Check # 1: Only Check Printed Check # 1: Voided and Wasted Separate Report with Invoice Details Prints After the Check! Check # 2: Actual Payment Check

55 #54 New Sales Lines Default Location Code from Sales Header Great for Multi- Location Companies!

56 MAJOR NEW FEATURE SET! That s 55, but let s keep going!! #55 Covered in a General Session: New Sales Order Deposit Capabilities!

57 #56 Staging Location Solution: See what is in a particular area at any given time! Works directly with new scanning solution.

58 #57 Ship and Receive Transfer Orders in one Step!

59 #58 Pick Ticket / Pack List Print Count on Sales Order List

60 #59 Auto Create Stock Items from TOAD (requires TOAD) 5

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68 1. New report - Work Order Labor Analysis Report contracterp Added Do Not Roll up Cost to Feature Configurator. 3. Auto creation of Stock Item records from TOAD List Pricing configurator of all (TOAD the Required) New Features Included with the 41. Submittal Base field label Application setup option 24. New Sales Order Status - Customer Service Utility 4. Auto fill hardware item attributes from TOAD 5. Configurator within a Configurator functionality 6. Added Multi-level BOM's, and Subassemblies 7. Added a new Inventory WIP Analysis Report 8. Add TOAD_Attributes section to Submittal Import. Finds hardware by search attribute vs description 9. Added End User Field to both the Contract and Sales Order 10. Added Ignore Nonexistent Attributes on Import 11. Added a new Gross Profit Report 12. Sales Line - Split Line Feature. 13. API Interface Enhancements (to Sales Order) 14. Unscheduled Lines button to the Release Schedule 15. Added Sales Order No. to release from worksheet 16. Added Unapproved Contract Credit Limit 17. Close Out Sales Line Feature 18. Purchase Order Line - Re-associate feature 19. Primary Quantity Filter feature 20. Sales Order Confirmed Flag (For V6 Interface) 21. Front End software Message Queue Utility 22. Addition of the Outstanding Shipment Report 23. Non-Searchable Attributes in Item Attributes (Replaces Previous Pick Worksheet) 25. Staging Locations Advances to Table Solution 26. Combine Drop Ship or Direct Ship Requisition Lines to a single PO based on shipping address 27. Add to existing Drop or Direct Ship Purch. Order 28. Added option to add to an existing Work Order 29. SKU mandatory on document posting 30. Add Stored Material Flag within Release Schedule Setup page 31. Added ability to handle supply from at the component level and all stock items 32. New void feature for Consolidated Invoice 33. Added Credit Memos to the consolidated invoices 34. Ability to change the Bill-to Customer on Base / Change orders or Contract Sales Orders 35. Master Contract - Allow changing status to Complete on Base and Change Orders 36. New Contract Close-out report and feature 37. Option to post Drop Ship Purchase Invoice before Sales Invoice 38. Contract billing - Calculated Released Price based on Last Cost (Common situation for Wood Doors) 39. Sales Order On-Hold Feature (Blocks Line Req. from being Purchased or Shop Built) 40. Set Sales Order No. to Submittal No. on Import 42. New cerp Role Center - Filters by Ship From Location. cerp Warehouse 43. Contract State Change and Maximum Change Level in User Setup 44. Packing list- Added option to print and break by location added option to print multiple copies. 45. Update search attributes tool from material list or sales line, with date/time/user tracking of change 46. Option to use Limited User Licenses for specific roles within contracterp 47. Attribute print option on a Sales Order Confirmation and Invoice 48. Add Door Thickness to print on PO and Receiving Ticket (assignment) 49. Added Amount Applied field to Applied Customer Entries page 50. Added Extended Check stub functionality 51. Pick and Pack print counter on Sales Order 52. Allow Suppression of Item Prices on a Sales CM 53. Clear Entries tool. Allows users to "clear" entries similar to a bank reconciliation 54. Added User Setup page card to improve ease of managing user level options

69 1. Added Change to not default Vendor and Vendor Item No. on non-standard items. contracterp Added button from the Material List to open the Serial no. ledger entries List of the New Improvements 22. Performance Enhancement. Added Included new Reorder index to with components the quantity of Base stock on hand Unapproved, check if all open item Mat. List lines and Item Ledger Entries within Material List 3. If location is mandatory, when Contract State changes to >= components have a Loc. Code Application 4. Added Change Posting Date on Transfer Shipping and Receiving fields within Inventory Setup 5. Added SKU shelf no. to Pick Ticket if exists 6. Added Default Direct Cost when Vendor Discounts Exist 7. Default assignment function improvement 8. Added support of Pre-Owned Serviceable item setup 9. Several improvements to the Physical inventory journal and document output 10. Expand the TOAD Hardware Configuration Code field from 20 to 50 char 11. Change Outbound Serial Nos. process so that negative adjustments do not req. serial no. recording unless they are from a Shop or Work Order 12. Added default description & Warranty Type to Serviceable Items 13. Improved Item Tracking Serial Nos. validation 14. Changed blank attribute values to the literal "Blank Value" just like the submittal import. 15. Searchable Attribute Boolean added to the Component and Component Attribute tables and pages 16. Master Contract Exclude Planned and Lost Change Orders within Statistics and contract reports 17. Serial Number Box Popup when entry is required 18. Unit Cost update to Include Purchase Price in Update Cost function on Material List, Sales Line, Component. 19. Shop Order Worksheet Added Location filter 20. Default Vendor from Item/SKU to Sales Line/Component/Mat. List/Mat. Non-Standard Items as well as Standard Items 21. Reformatted all outbound documents to new Reporting format 23. Added AIA report ID to contracterp Setup and Customer Card 24. Added PO credit memo to Contract Navigate 25. Added Serial Number List to Item Ledger view 26. Add a Job description field to standard Sales Quotes 27. Remove printing restrictions for approved contract proposal 28. Remove Filters within Contract Quote Report Prevent Stock Purchase Code on NS Items 30. Add blank vendor to View Problems List 31. Do not negate base line if already negated on imports that use the Material ID 32. Standard Comment processing and Comment Indicator 33. Increased editable fields during Approved Contracts. Fields included: Release No., Due Date, Order Group No., Start/Order by Date. Qty. to Release, Start/Order by Lead Time, Approved to Order Override, Vendor Item No. 34. Added contract subtotal and header to the Aged Accounts Receivable report 35. Transfer Order Post Ship and Receive in one posting step 36. Added ability to bypass markup pricing to support a specific customer set price agreement 37. Use Estimated Cost added to the Contract Backlog report 38. Added link to posted sales shipment from a posted sales invoice 39. Collections Mgr. changed to run Contract Statement 40. Contract Backlog, analysis, summary changed to take into account manual contract state filter 41. Improved handling of Location code change on Material List and Sales Lines. (Purchasing fields) 42. Pre-check report - Add External Doc. No. in details section 43. Improved display of a lines fulfillment Status according to 44. Purchase Return Order report - added logo and moved address 45. Removed the validation of Change Order No. from direct ship carryout message feature 46. Present Multiple Release No s on a Material List Line 47. Remove Closed Releases from "Critical releases" cue (Role Center) 48. Warning message when assigning quantity when no quantity left 49. Expanded the Purchase from name on Purchase Invoice and Receipt reports 50. Add Stored Material flow field to Material List fact box 51. New field Unscheduled Assignment exist on Material List 52. Customer Statement (Contract) layout change 53. Expanded Description field on Configurator Setup 54. Outstanding Sales Order Aging report: Add Sales Line Contract No. filter 55. Added Unit of Measure Code field in ILE page 56. Added Quantity (Base) field in Sales Lines and Purchase Lines pages 57. Copy Sales Document feature changed to include header and Calculation line default 58. Allow for editing of the Contract End Date to update Retainage for the Customer Ledgers Due Date 59. Added a warning when the Material List or component Lines are in process and a user tries to edit the Purchasing Code 60. Sales Order: Default Header's Location Code on new Sales Line

70 contracterp 2016 New Functionality Application Suites Production Management & Scheduling Delivery Schedule cerp Data Collection System Electronic Purchase Order Send (e-po) Sales Order Deposits Dimensional Item Sales and Purchases Field Service Management (FSM)

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