P21 Version 12.0 New Features System Admin & EDI Training. Steve Heister 3/25/2009

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1 P21 Version 12.0 New Features System Admin & EDI Training Steve Heister 3/25/2009

2 Objectives Review new System Admin Features Discuss Import Changes Demonstrate Scheduled Task Functionality Discuss EDI Enhancements NOTE: Active Directory Feature will be discussed in a separate training class

3 P21 Version 12.0 New Features New System Admin Features

4 External Crystal Reports Integration of Crystal Reports into the P21 Menus Setup in Crystal External Report Maintenance Indicate Roles that have access to each report Indicate Modules that report will appear Report will appear under the Reports Folder in the Module indicated for the Role indicated

5 Document Link Enhancements Automatically Print, Fax, or Linked Documents Transactions functionality available with: Order Acknowledgements Quotes Packing Lists RFQs Automation applies to links set up in: Customer Maintenance Ship To Maintenance Supplier Maintenance Item Maintenance Order Entry/Front Counter Order Entry/RMA Entry Shipping Purchase Order Entry

6 Document Link Enhancements Set Document Links up as Outside Use Documents

7 Document Link Enhancements Determine whether to send outside use documents per customer and/or ship to Ship To General Tab of Customer Maintenance Delivery Tab of Customer Maintenance

8 Document Link Enhancements Determine whether to send outside use documents per supplier Supplier Tab of Supplier Maintenance

9 Alert Enhancements Alert Enhancements Add names as token fields to go along with Ids (For Example include Customer Name as a token in an alert) Use Corporate ID as limiting parameter in Order Entry Alerts Alerts now work with SMTP mail

10 P21 Version 12.0 New Features Import Enhancements

11 Import Enhancements Accessory Item Import Pick Ticket Import: Allow some Pick Tickets to fail import without failing the entire import PO Import via SISM Import RMAs with the Order Import

12 P21 Version 12.0 New Features Scheduled Tasks

13 Scheduled Tasks Capture parameters for certain reports and exports throughout the system Schedule that report or export to run based on a schedule you set up Report or export is automatically triggered to run based on that schedule

14 Scheduled Tasks - Prerequisites User must be setup with default printer in User Maintenance Login process must be set for Windows Authentication

15 Scheduled Tasks Set the parameters on the report or export as you want them to be scheduled Clock Icon on toolbar allows you to schedule the processing of the report or export

16 Scheduled Tasks Define Command Options

17 Scheduled Tasks Set Date Options

18 Scheduled Tasks Set File Options

19 Scheduled Tasks Set or Fax Options

20 Scheduled Tasks Indicate Report Recipients

21 Scheduled Tasks When ready to perform a scheduled task Access the directory that the batch file is stored and double click the appropriate batch (.bat) file From DOS prompt, windows opens the P21 application and runs each XML file in the batch sequentially An entry is made in the log file each time a scheduled task is run Displays Error Messages Displays Complete Messages

22 P21 Version 12.0 New Features EDI Enhancements

23 EDI Enhancements New Features in 12.0 F32349_Declined Reason Codes to 849 Import F32933_849 Report F40292_849 Import Rebate Payment Discrepancies Added Variance By Invoice Line to vendor rebate options Added acceptable variance to approve imported value

24 EDI Enhancements New Features in 12.0 F32287_850 Parker Changes (11) Item created and flagged as a Special Pricing Agreement (SPA) item Transmitted on 850s F30692_867s Rockwell Enhancements Added new fields including: Ship From, Sold To, Ship To ID, Order Date, Ship Date, Customer Required Date, Primary SLM, Currency, DS PO No. and Line, Unit COGS, Item Classes, UPC, Serial Numbers

25 P21 Version 12.0 New Features Additional Resources Steve Heister P21 Product Manager Christine Stefanache Business Systems Analyst 12.0 New Features Guide Thank you for attending!