Activant Prophet New Features: Sales and Operations

Transcription

1 Activant Prophet New Features: Sales and Operations 10.5 New Features suite

2 This class is designed for Company Trainers Sales Managers Production Managers

3 Objectives Determine which 10.5 new features should be utilized by your company

4 This course will NOT cover 10.5 Inventory New Features Transactions related to Order Processing or Production Order Processing

5 Convert PO to Voucher Alert Notify user of a quantity or cost discrepancy between a voucher and a PO

6 Production Order Alerts Notify user that a Production Order has been entered Notify user that a Production Order has been processed

7 RMA Receipt Alert Notification when an RMA has been received

8 Failed Import Alert Alert SA when import fails

9 Shipping Alert Modifications New criteria available on Event tab

10 Shipping Alert Modifications New tokens available on Notification tab

11 Order Entry Alert Modifications New criteria available on the Event tab

12 Order Entry Alert Modifications New tokens available on Notification tab Header/Footer/Subject Tokens Line Item Tokens

13 RMA Entry Alert Modifications New criteria available on Event tab

14 RMA Entry Alert Modifications New tokens available on Notification tab Header/Footer/Subject Tokens Line Item Tokens

15 View Available to Make Quantities View Available to Make quantities in Order Entry

16 View Available to Make Quantities System setting to display Quantity to Make

17 View Available to Make Quantities Calculation for Assembly item Component 1 20 per 1 assembly Component 2 4 per 1 assembly Component 1 has 420 available Component 2 has 75 available Determine Component Available Make Qty Component QAV / Qty per Assembly Component / 20 = 21 Available Make Qty Component 2 75 / 4 = 18 Available Make Qty Assemblies Available to Make = 18

18 View Available to Make Quantities Calculation for Secondary Processing item Available Make Qty = (QAV of Raw Item/Raw Item Yield) X Finished. Item Yield Example 1 : Raw Item Yield = 1 Qty on Hand = 28 Finished Item Yield = 4 (28/1) X 4 = 112 Example 2 : Raw Item Yield = 2 Qty on Hand = 4 Finished Item Yield = 60 (4/2) X 60 = 120

19 View Available to Make Quantities Calculation for Secondary Processing item Example 3: Finished item could be created from Raw Item A or Raw Item B or Raw Item C Quantity Available to Make = Sum of quantities available to build for each raw item

20 Contact Management System Settings

21 User Maintenance Access to Private Tasks Options User Role All

22 Category Maintenance

23 Contact Type on Links Tab Identify type of contact and link it to the appropriate record Contact can be linked to multiple records

24 Link Credit Tab New credit card fields to hold a contact s own credit card information

25 Phone/ Tab Modifications

26 Contact Fast Edit Contact Management/Maintenance / Contact Fast Edit

27 To Do Maintenance Modifications To Dos are now called Tasks RMB click to add or edit tasks Resort by clicking on column

28 Edit Task Window

29 Task Fast Edit Window Generate list of activities based on set of criteria

30 Activity Log

31 Link Credit Status Tab

32 Link Credit History

33 Link Customer Order History

34 Automatic Task Reminders Allow for reminders to pop up in the system when a task s reminder time has arrived

35 Task Reminder

36 RMB Modifications RMB menu modified to include Tasks options Occurs in transaction and maintenance windows throughout system

37 Task Created/Edited Alert Alert can be triggered when new task is created or old task is edited Reminder column option added with value choices of Yes or No

38 Modify Contact Import Link Type options SU Supplier CU Customer SH Ship To PR Prospect Linked To Provide Cust ID, Ship To ID, Supplier ID or Prospect ID to link with contact record System will test that the ID number is valid for the type of record

39 Modify Contact Lookup

40 PDA Integration Choose Ship to ID and click Retrieve button Contacts marked as Selected will be loaded into PDA

41 Link Task to Transaction Receive prompt to create task when saving in each transaction area listed as Active

42 Link Task to Transaction

43 Contact Report Choose to limit report by any of these fields or allow them to default wide open

44 Contact Report

45 Contact Report

46 Ship To Contacts

47 Ship To Contacts

48 Customer Contacts

49 Customer Contacts Create the Contact record in Customer Maintenance & Ship To Maintenance

50 Ship To Contacts Create a customer or ship to contact onthe-fly in Order Entry

51 Ship To Contacts

52 Contacts on Forms Contacts added to forms Pick Tickets Packing Lists Order Acknowledgements Invoices Quotes

53 Contacts on Forms Billing contact Order contact

54 Hierarchy

55 Hierarchy

56 Synch Contacts Jobs are created on exchange server that will sync Prophet 21 contacts to Outlook Software add on Free of charge Recommended Technical Consulting Must have Outlook 2000 Enter Software Support Case for software

57 Customer Contract Pricing Enhanced Job-Based Pricing functionality incorporated into new Contract Pricing functionality. Special agreement between distributors and customers covering: Pricing Discounts Terms Delivery conditions and schedule Volume expectations Packaging requirements Replenishment of bin locations at customer ship-to

58 Benefits Minimizes re-entry of contracts and related associated with multiple ship-to records Increases customer service Insures correct pricing and protection of profit margins Allows distributor to provide pricing arrangements within specific stocking location at a customer site.

59 System Settings Renamed as Job Based/Contract Pricing and placed in Pricing Folder within Order Processing System Settings.

60 System Settings New defaults can be established to aid in entering new contracts.

61 Customer Maintenance Determine contract pricing on a customerby-customer basis Establish how contract applied to sales orders

62 Job/Contract Pricing Maintenance

63 Customer/Ship Info Tab

64 Items Tab

65 Items Tab

66 Assemblies Assemblies that price via the components may NOT be entered on a contract. Assemblies that price via the assembly header may be entered on a contract. Assemblies that price via the assembly using the components may be entered on a contract and the contract prices will be used.

67 Bins Tab

68 Order Entry/Front-Counter If contract exists for customer/ship-to entered on order: Contract number will auto-populate, OR User will select contract from list Items from contract will populate order screen with use of RMB functionality

69 Order Entry/Front-Counter Choose items by Line # Item ID Item Desc Use Contract Line field to quickly find item from long list

70 Order Entry/Front-Counter Order and line item required dates must fall within the dates specified on the contract. Prices tab will display Contract ID and Contract price. Sales History tab will display Contract ID, Contract Name and Line number of the contract.

71 RMA Entry RMA for contract item, if linked will display contract number, contract description and line number

72 Form Changes Form modifications to display contract number and contract line numbers for those items purchased using a customer contract Order Acknowledgement Packing List Invoice

73 Sales Pricing Inquiry

74 Sales History Report

75 Contract Price List Report Report to show contracts by customer

76 Imports Order Import Contract Import Customer Import/Fast Edit

77 PO Warning

78 PO Warning Warning will occur for Direct Ships, Specials and Non-Stockable items

79 Buy Sell

80 Buy Sell When a GP is entered, unit price will be calculated off of CURRENT cost, NOT historical cost

81 Buy Sell RMB click on order, choose Use Price

82 Buy Sell

83 Protobase Assign multiple processors to credit cards Order Source Type Indicated Assign multiple processors to users System will cross reference processors assigned to payment type and user

84 Protobase At least one Processing Center ID must be assigned to each Payment Type set up as a credit card

85 Protobase Assign multiple users to Credit Card Processing Centers

86 Protobase

87 PDA Item Search

88 PDA Inventory Counting RF Physical or Cycle Count Overview Generate Count Sheets in Physical Count Upload to PDA Select Count number on device Scan bin, scan item and enter qty Can scan tags, lots and serials Download count to PC running Prophet 21

89 PDA Inventory Counting

90 PDA Inventory Counting Found Item Report Displays items found during counting process Shows item, bin, quantity and user Print report from Inventory Reports menu

91 Reconcile Checks

92 Deposit Slip Fixes Miscellaneous Cash Receipts will now display on deposit slips Withdrawals and Additions will display Report can be limited by Company and Bank

93 Customer Quotes Send and Receive customer quotes EDI 840 and 843

94 EDI 840 Receipt Request for Quotation from customer Based on Standard quote/order 843 Send Response to customer on pricing Approved quote

95 Summary 10.5 New Features relating to System Administration, Accounting, Sales and Operations

96 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Consulting Services consult-sales@activant.com Professional Services Sales pss@activant.com

97 10.5 New Features Suite Overview of CC v10.5 New Features: Inventory Overview of CC v10.5 New Features: Tagging Concepts