U2005.2
Upgrade Documentation
Printable Version
Menu 1 - Order Entry & Invoicing
Menu 1.2 - Order Entry - New Prompt for MSDS sheets.
Menu 1.2 - Order Entry - New Standard Pack (SP) display.
Menu 1.2 - Order Entry - Collecting money from customers paying at the counter for prior days invoices.
1.36 - Email Invoice (No Linux Server) - Stores currently not on Signature Capture will be able to email invoices to customers. Enter release number or invoice number (11-digit). Enter an email address to send the invoice to or return for the customer's email address listed 12.2.2.2, field 17.
Pick Ticket Bar Code Printing - Bar Codes printing on Pick Tickets using a Laser printer. Refer to link for requirements.
New Laser Invoice for Signature Capture ready for use.
Menu 1.20 - Signature Capture
Menu 1.20.6 - Signature Capture - Print Invoices by Date by Customer
Will print Non-cash Signature Capture Invoices, for a date range, for either a select customer or ALL customers. This report will only be able to print invoices back as far as your live release file allows, (m-28.0.1 #6- Release.Hist). This will take several minutes to run.
Menu 4 - Accounts Receivable
Menu 4.1.2 - A/R Adjustment Entry - Trans Type field can no longer be adjusted
Menu 4.1.3 - AR Posting - alert added for a journal entry to accompany any Misc. AR posting
Menu 4.1.9 - Credit Manager Inquiry - Aging Buckets - Users can chose whether their system ages based on invoice date, due date or as is (from end of month). This will be parameter driven and will affect the aging buckets in 4.1.9 and aging reports.
Menu 4.1.9 - Credit Manager Inquiry - Additional fields have been added to the header. Signature Capture users now have the ability to send a special message when emailing an invoice.
Menu 4.1.10 - This is a non-functional menu path and has been deleted
Menu 4.1.13 - Search AR History by Check # - Listings of paid invoices can be viewed by check for a particular customer.
Menu 4.3.2 - This is a non-functional menu path and has been deleted
Menu 4.4.4 - Dunning Letter Form Print - invoice detail is now attached, users will also be prompted for the name to be printed below the signature line.
AR Month End Reports - EOM AR Adjustment report has an additional column.
Menu 5 - Pricing
Menu 5.1 - Product File Maintenance - Changes made in 5.1 or in stock status "PB" will be updated in stock status after the EOD run.
Menu 7 - Purchasing
Menu 7.1A - PO Rolldown to OE - Will now prompt for serial numbers on serialized items during the rolldown process.
Menu 8 - Inventory Control
Menu 8.4A - Inventory Adjustment Value Report - This report has been formatted for FT to be imported into Excel. It's also now an EOM report which lists all the stock adjustments made for a month.
Menu 11 - Sales Analysis
Menu 11.4.20 - Vendor Sales Inquiry - View Vendor Sales Totals.
Menu 11.4.21 - Combine Product Sales Inquiry
Menu 12 - File Maintenance
Menu 12.10 - Port Control - If there is a printer number in the LABEL column, all the bar code label print programs will now use this printer number instead of the default printer by company in Menu 34.9.
Menu 12.1.18 - ROP Password Maintenance - Maintain ROP password for Menu 27.5, field 5 and Menu 12.3.2.3, field 3.
Menu 12.2.11 - Terms Maintenance
Menu 12.2.13 - Ship Code Maintenance - New version will prompt to update COMPANY record Will Call Ship Method, if the Ship Type is '1' (counter). Will also prompt for the specific company number to update.
Menu 12.3.2.3 - Product Detail Maintenance - Re-order points are now password protected.
Menu 12.3.35 - List of Possible Duplicate Items - Replaces the Galaxy report on your system. This report will list "potential" duplicate items based on the vendor description.
Menu 13 - Accounts Payable
Menu 13.2.8 - Bank Activity Report - The report now prompts for bank first and does not limit input by company.
Menu 13.20.2 - Purchase Order Receipts Update to A/P
Menu 13.3.21 - Expense Dist Reg by Period
Menu 14 - General Ledger
Menu 14.1.3 - Journal Entries - Users can no longer adjust the Source field
Menu 14.1.4 - Auto Reverse Entries - Users can no longer adjust the Source field
Menu 14.1.13 - Journal Entry Listing - entries are now consolidated regardless of company so debits equal credits
Menu 14.2.1B - Expense Dist Detail by G/L
Menu 14.2.7 - General Ledger Month-End Update
Menu 14.3.8 - New Financial File Calc & Report
Menu 16 - End of Day Processing
Serial Number Fix Program - A fix program has been added which will clear all character serial numbers (example: 0 (zero), .(period), etc.). This fix will speed up the nightly rebuild of the serial number cross-reference file.
Menu 16.5 - EOD Report XRef Maintenance - New EOD report "Overdue Purchase Order Report"
Menu 19 - Inquiries
Menu 19.6 - Stock Status & Menu 19.14.10 Vendor Buying Information - Vendor website link (VL) shortcut from stock status
Menu 19.6 - Stock Status - Freight Terms now appears in Vendor Buying Information Inquiry.
Menu 19.6 - Stock Status - "D" now appears next to Order Qty to indicate Dropships.
Menu 20 - Lock Maintenance
Menu 20.2 - Unlock a locked receiver from Menu 34.1 Purchase Order Receiving.
Now, when a receiver becomes locked, use m-20.2 to unlock. Only use m-20.2 if you know that this receiver is not open on another terminal and has not been updated through menu 34.2. Go to menu 19.7b to confirm that items from the receiver have not been updated.
Menu 20.2 Lock Maintenance
Menu 27 - PO Forecasting Menu
Menu 27.1.26 - Currently, this calculation only includes catalog items, a prompt has been added which will allow you to also include non-catalog items. This calculation will take awhile. Click on link for more information on ROP/EOQ Menu 27.5 - Maintain Forecast - Memo line now displayed in Forecast Maintenance Screen.
Menu 27.5.5 - Maintain Forecast - Re-order Points are now password protected.
Menu 34 - Bar Coding
Menu 34.11 - Scan Warehouse Locations - Users can now clear and type in a new warehouse location.
Menu 35 - Parameter
Menu 35.3, Field 5 - Clear 100 Lot on B92, B93, B94,B95, L96, L97, N98
Menu 35.6, Screen 2, Field 18 - Parameter File Maintenance - Users can chose to have their system age based on invoice date, due date or from end of month.
Menu 35.6, Screen 2, Field 20 - Menu 4.1.9 1)<Enter> = Next Page 2) <Enter> = Totals
Month-End
Month-End - Composite Sales Tax Jurisdiction Report
EOD/EOM Cash Reconciliation Report
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