Release Notes

Transcription

1 + Release Notes Release Date: 3/2/2018 Product Version: Previous Version: New Features and Enhancements PBI 2138 Allow User to set a company default for Adjustment Reason Code They want to be able to default the Reason Code on Inventory Adjustments. PBI 2566 Change Verbiage on Post Invoice Screen Change verbiage on Invoice posting screen.

2 This is completed.

3 PBI 2660 Production Report to filter by Plant ID They would like the Production Report filters to filter by plant ID when using the Production Department drop down menu. This is completed. PBI 2700 Job - Detail Tab - Picking a Load Detail tab when you are picking a load from the drop-down list can it sort newest to oldest instead of oldest to newest please?

4 This is completed. PBI 2550 Posted Entries (Transaction) Screen Request for a Posted Entries (Transaction) Screen - Kind of like the "Unposted Entries" screen. - Customer wants a quick way to search through posted transactions. - Export into Excel easily - Sort Ascending or Descending - On Journal Entries to be able to search by Reference and put in a Wildcard (keyword search) - On Checks to search by Check Number - Cash Receipts to search by Reference and put in a Wildcard (keyword search) - A/P Invoice # - Wildcard (keyword search) - Drill down feature on all selections - Ability to search on a dollar amount These features were added to the Unposted/Posted Entries screen.

5 PBI 2651 Contacts drop down - Release Batch Screen Customer requested that contacts on the release batch screen work like field contact on the job screen. They want to be able to pull from a drop-down list of people from the customer record but they also want to free type and not save back to the customer record for instance if the sales person releases the structures for production and not the customer or if they are in a distributor situation and the distributor s customer releases. PBI 2551 Post by Journal Reference Customer is requesting to add Journal Reference in the Journal Entry Posting screen. They want to be able to put a wildcard (keyword search).

6 PBI 2553 Print Bank Rec - Datasheet View to Export to Excel Request to make the Bank Reconciliation in Datasheet view to easily export into Excel. Additionally, they want each section broken out into their own report...most importantly they want the Outstanding A/P Checks in their own report. Each tab will export all at once into individual tabs within Microsoft Excel. The Reconciliation Report still prints all transactions types on one report. 2 screen shots below.

7 PBI 2742 Vendor Invoice Entry screen - All Plants Lookup In the Vendor Invoice Processing screen customer is requesting to double click on the Plant ID (in yellow) and see all unposted invoice entries for all plants. Request completed. PBI 2555 Inventory Report Summarized by Plant ID Request to have an Inventory Report Summarized by Plant ID. Request completed. 2 screen shots below.

8 PBI 2537 Show Plant ID - Missing Unit Cost Message

9 When posting inventory receipts, adjustments, physicals, etc. the customer is requesting that the Plant ID show on the error message. Or in the Inventory Receipt screen they can double click on the plant ID to blank it out so that they can search all plants at once. PBI 2601 Add sort by GL Account to Detailed Inventory Valuation Report Request to add Inventory G/L account numbers as a filter criterion for Inventory Reports.

10 PBI 2723 Exclude from Structure Price - Additional Request With the Exclude from Structure Price feature the customer does not want to include the product in the Full Structure Billing feature. Therefore; if an item that is excluded from structure price is not shipped and other items are shipped on a structure, then when the invoice is created this excluded item should not pull onto the invoice. Two screen shots below: The first shows that the Exclude from Structure Price item has not shipped. The second screen shot shows that the excluded item did not pull into the invoice. PBI 2739 Customer and Vendor ID - Next Number Request to have a Next Number on Vendor and Customer IDs. Two screen shots below.

11 PBI 2740 Debits and Credits for Individual Invoices Customer wants to see the debits and credits that transpired for an individual transaction even though it was posted in a batch. *****G/L Entries by Source is only available for entries posted with or above***** 1) All Posting Menus have G/L Register Source now (Screenshot A) 2) Journal Entry Register Source is available (Screenshot B) 3) In Unposted/Posted Entries screen click on Journal number to view G/L by Source (Screenshot C)

12 4) Click Journal to view G/L by Source (Screenshot D) Screen shot A Screen shot B Screen shot C

13 Screen shot D PBI 2554 Deposit Master Register Request to have a Deposit Master Register Dialog box - Filter criteria - Date Range - Bank Account - Deposit Reference - Wildcard (keyword search) - Deposit Number

14 Screen shot below. PBI 2573 Production Variance Register Tons Produced - Open Field On the Production Variance Register they want to see Volume Tons produced. They are requesting an open field to put in the multiplier to get their Tons calculation. Titan s normal tons are a factor of the pounds. They want it as 2 times the yards. See screenshot below to enter Volume Factor. The following section have been modified... 1) Sales Reports...not registers 2) Production Reports...not registers

15 3) Sales Dashboard 4) Production Dashboard PBI 2699 Job General Tab - Field Requests Additional custom fields in the Job screen>general Tab. - New fields are part of Job Copy. - New fields are in the Custom Report Writer. - New fields are part of the Screen Field Options in List Maintenance. 6 new custom fields added. See 2 screenshots below.

16 PBI 2571 Sales Order Progress Summary Open Job Reports Sales Order Progress Summary Screen shot below:

17 PBI 2570 Customer Statement Request They want to have Customer Statements show Payment Reference with Payment Date and Payment Amount. It needs to be associated with the invoice it corresponds with and the Balance Due. Screen shot below:

18 PBI 2720 Allocation Verification - More Features - Do not show structures that variance is only a penny or less off. - Quote/Order Date must be entered with slashes date entry format needs to be corrected. - Can user permissions be locked down for allocation verification? See 2 screen shot below:

19 PBI 2754 Financial Report Writer Modification Ability to use any line in a subtotal line at any point in the financial report.

20 Select "LineTotal" as in the Type field. Enter the line total to copy in the Line Total field. PBI 2670 Custom Report Writer Category Product Plant List Requested that the fields found on the Plants tab in Product Maintenance be added to the Custom Report Category Product Plants List. The fields have been added to the Product Plant List custom report and they begin with Product_Plant.

21 PBI 2820 Add Pick Ticket Style selection to Job Type List Add Pick Ticket Style to Job Type List. When a job is created Titan will 1. First select the Company Maintenance default 2. Second look to see if there is a Plant Override (screenshot two) 3. Third look to see if there is a Job Type override (screenshot three) Note: If the Picking Style is null in the Job screen the style from Company Maintenance will be selected.

22

23 PBI 2722 Structure Price copy over to Unit Price When entering in the Structure Pricing in the Structure tab of the Job screen they are requesting that the structure price copy over to the Unit Price in the Detail tab of the PRICECONSTR product code. You will need to have at least a $1 in the list price this will allow for the structure price to be copied over to the unit price field in the detail tab of the job. After it loads from the assembly feature it finds any product ID where the part type is STRPRICE and it makes the list price zero. See first screenshot. Then we manually added two items to the structure see screenshot 2. Then we clicked the allocation button and the unit price is zeroed out see screenshot 3.

24 Resolved Issues BUG 2591 Warning message in Job Screen when deleting detail SO lines Issue: You may want to change the warning to deleted instead of delete. This is completed. BUG 2450 A/P invoice paid twice Issue: In Titan users are able to pay an A/P invoice twice. It is a timing/refresh issue in the Payment Selection screen.

25 Once the invoices are loaded into the Payment Selection screen they will no longer show up in the dropdown menu in the Quick Check screen to select. 2 screen shots below. BUG 2654 Unit Cost per Plant - VE Products BOM Issue: VE products components, labor codes, and overhead codes are loading in for all plants per BOM code instead of just the one plant selected on the job. This has been corrected. Components, Labor codes, and overhead codes are only loading in once per BOM code per plant ID selected on the job.

26 BUG 2680 Vendor Invoice Credit Wrong Plant Issue: Titan allows you to create a AP Invoice with one header plant but create and post the Credit out of another header plant A soft warning has been added if you attempt to create a credit using a different header plant than the original invoice. A user can choose to ignore the warning.

27 Known Issues Issue: Workaround: Frequently Asked Questions (FAQs) Q Question A Answer Minimum Requirements No changes to the Minimum Requirements this version.