New Features and Benefits

Transcription

1 Prophet 21 Acclaim 13 New Features and Benefits This class is designed for Acclaim users that are upgrading to Acclaim 13 System administrators Order processors Accounting personnel Purchasing agents Overview Acclaim 13 New Features added to help in your business procedures Objectives Identify the uses and benefits of the Acclaim 13 new features: Order Ledger Report Purchasing Sales Tax Changes Job Control (JC) Check System Wide Changes Order Processing Purchasing Accounting Workflows

2 This course will NOT cover Basic Acclaim functionality Acclaim navigation Order Ledger Tracks orders Generation of new orders Modifications of existing orders Follows the history of an order Provide better customer service Internal Audit Trail

3 Order Ledger Powerdrill from order browse Order Ledger Browse Order History

4 Order Ledger Order header history Order Ledger Powerdrill from order line item view

5 Order Ledger Order line item history Order Ledger Purge order history in Sales history Recommend to analyze your system for how often you should purge

6 Order Ledger Files XL Files TK001B DATA TKDAT0 XR TKDAT1 XR TKDATD DATA Report Purchasing Not just for commodity purchasing any more! Easier navigation Additional information to help make more informed purchasing decisions

7 Report Purchasing prior to A13 Report Purchasing Report description now saved Acclaim browse added to select report files

8 Report Purchasing Additional parameters for restricting items in a report purchasing session Report Purchasing prior to A13

9 Report Purchasing Selection Screen Sales Tax Create sales tax schedules on a companywide basis Greater flexibility in maintaining sales tax schedules

10 Sales Tax Moving from branch specific to companywide schedules Must run hidden option Delete old branch specific information or they will still be used during invoicing Sales Tax Detailed Sales Tax Reporting Master Sales Tax List Sales tax maintenance information Sales Tax Audit Report Each invoice that contributed to particular schedule is listed Includes sales tax write-offs, swaps and edits to schedules

11 Sales Tax Audit Report Sales Tax Swaps Order Total $1, Sales Amount $1, Tax $61.75 Accumulated under Tax Schedule 1 for Branch 1 Needs to be under Tax Schedule 6

12 Schedule 6 BEFORE invoice Schedule 1 BEFORE invoice

13 Schedule 1 AFTER invoice Increased by Invoice Amounts Payment Entry Screen

14 Detail Allocation Screen Detail Allocation Screen

15 Schedule 6 AFTER swap Schedule 1 AFTER swap

16 Sales Tax Audit Report Company Options Alphabetical order in an Acclaim browse Options can be easily located

17 Company Options Re-indexing allows you to search by Keyword Ship/Invoice Message at Branch Level Display different messages per branch Special Promotions Holiday Schedule Change in Policies

18 Ship/Invoice Message at Branch Level Ship/Invoice Message at Branch Level

19 Job Control Check Alerts users to possible changes in JCMs and macros (JCs) Reports any changes made to menus or screens after an update Prevents any failures in running JCs Job Control Check Utilities/Job/Job Control/Check and Restore Disable JCMs/Macros until editing is complete

20 JC Check Report This report will not only list the JCs that may be impacted, but also why. Job Control Notification Job/Job Control/Auxiliary Call beeper number and/or send if job control fails or does not finish before specified time Helps to Prevent down system the next morning

21 Job Control Notification Job Control Notification

22 Fax/ Orders and purchase orders will default to the fax number or address of the contact If no contact is specified, the fax number and will default from the customer or vendor record Provides tighter integration of the fax and features with the contact database Order Processing Tax can now be included on quotes Order acknowledgments for customer returns

23 Order Processing Create vendor return or temp items during non-stock cancellation at SHIP-EDIT Enter charges during Order Entry

24 Shipping Instructions Allows you to enter standard shipping methods Browse during order entry and choose from list Select default Instruction 1 and/or Instruction 2 in customer record Clippership users can import std methods Shipping Instructions Here are some examples

25 Purchase Line Required Date Prior to Acclaim 13 you had to manually edit the line item required date if different from PO header. With Acclaim 13 you can enter defaults to fit your business needs! Purchase Line Required Date

26 Purchase Pricing Override Tables Data Entry/Pricing Schedules/ Purchase/Override Good for special/promotional costing More flexibility when setting up vendor pricing Highest level on the purchase pricing hierarchy Examples of Overrides

27 Purchase Pricing Override Tables Purchase Pricing Override Purchase Pricing Schedules List Price in Item Record PO-PRINT Prior to Acclaim 13 you could print a range of POs by: Vendor POs PO Date

28 PO-PRINT Acclaim 13 parameters now include VENDOR CLASS PO-PRINT This will allow you to send purchase orders to your vendors in groups Fax Printed

29 Vendor Return Summary Screen Add, edit, cancel, accept or print the vendor return Purchase Requirement Report PTD Usage now included on the report

30 Purchase Requirement Report Paying a Vendor with a Credit Card

31 Paying a Vendor with a Credit Card Overview Accounts for credit card transaction used to pay vendor invoice Does NOT make actual credit card transaction Provides procedure to pay credit card company System tracks open invoices paid by credit card Compares open invoices to credit card bill Cuts check to credit card vendor Paying a Vendor with a Credit Card Overview Vendor invoice received Call vendor to give credit card information for payment Enter payable with Payable Type: Credit Card Receive credit card bill Enter payable to credit card company Cut check to credit card company

32 Credit Card Vendor Set up credit card vendor Vendor Credit Card Balance Balance in Vendor Record Set up initially, automatically updates

33 Payment by Credit Card Change Vendor Payables Default Ledger Accounts Payment by Credit Card New Payable Type Credit Card

34 Payment by Credit Card If you have more than one credit card vendor, you will be prompted to choose one Payment by Credit Card Payable amount NOT to A/P as before but to a Holding Account

35 Payment by Credit Card Credit card bill arrives, you enter payable Then cut check to vendor Payment Flow Enter payable for ITEM/SERV vendor with payable type of Credit Card Enter payable for credit card vendor when you receive the bill Cut check to credit card vendor Holding Inventory A/P Cash -10, , ,000-10, ,000-10, , ,000

36 Credit Card Balance Report Tracks open balance for credit card vendors Reflects payments made by credit card and payables entered for credit card vendors Credit Card Detail Report Displays any credit card transactions

37 Miscellaneous Accounting Scan all financial reports for a specific account Good for deleting accounts Miscellaneous Accounting Scan all financial reports for a specific account Good for deleting accounts Ending date parameter defaults to the Starting date Less keystrokes when editing parameter range fields

38 Aged Receivables Report Only show subaccounts on Aged Receivables reports when within corresponding master accounts AR Invoice View See payment entry ID on payment details section of view invoices screen

39 AR Invoice View Prior to Acclaim 13 AR Invoice View Acclaim 13

40 AR Revenue (Sales) Autobatch Handling charge can now be put into a separate Ledger account with AR Revenue (Sales) Autobatch Invoice Registers have been modified to not include Handling charges with sales amount AR Sales Autobatch

41 AR Sales Autobatch Catalog/Item Description 3 and 4 Provides more space for descriptive information

42 Catalog/Item Description 3 and 4 Purchase orders and vendor returns will have descriptions 3 and 4 come from item record Catalog/Item Description 3 and 4 Integrated with pricing service

43 Item Cost Change Register Displays the time and user ID on each transaction Aids in tracking changes in inventory value by user ID Included on the Stock and Non-stock Cost Change register and the FIFO Cost Change Register Workflow Events Moving average cost Changes by a specified percent Material receipt for $0 cost

44 Workflow Events Customer on credit hold Added for quotation entry Workflow Events Profit % Include quotes on workflow

45 QREBITEM Now updates Item Ledger with changes to On PO, In Transit, Allocated and Backorders QREBITEM

46 Printing Transfers Now you can print a single transfer, instead of all of them! Import/Export Available Modules performed in maintenance screens Customer Item Vendor Catalog Must go through a validation process

47 Import/Export Types of files that can be used: XML Flat file (columnar or positional) dbase A template must be set up Benefits of Import/Export Export data, manipulate it and then import back in to your system Area code change extract necessary customers/vendors and edit in Excel, then import changes back in Export customer database to use for mailings

48 Summary Reviewed many of the new features of Acclaim 13, including: Order Ledger Sales Tax Changes System Wide Changes Purchasing Workflows Report Purchasing Job Control (JC) Check Order Processing Accounting Discussed their benefit to you and your business For More Information Acclaim Help Files Visit Prophet 21 on the web: View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Consulting Services: consult-sales@p21.com Professional Services Sales: pss@p21.com