. Customised Programs Cash Receipts Enquiry and Archiving (SDR:44117 ) Two custom prohgrams have been written. One to speed up Cash Receipts Enquiry in Customer Maintenance/Enquiry, Trans-> Extra-> Receipts, and another to archive older cash receipt records to the newly created gl-cash-receipts-archive file. The archiving cutoff date is controlled by the Accounts Receivable Major Function flag 'Years to Keep Bank Deposits' _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 1 . Pronto Internal Support Excessive Call Time Report Added To Support Menu (SDR:38401 ) New option to report calls requiring excessive amounts of time to solve. Path :- -/Menu:User, /Menu:Support Menu -, /Menu:Excessive Call Time Engineer Productivity, Extra Columns Added (SDR:38776 ) SDR Maintenance (SDR:39943 ) Put Major/ Minor/ Medium and cosmetic fault sdr to SMR_TBA Customer Calls Stats Report (SDR:40550 ) The Customer Calls Stats Report now displays the corresponding contract number for the accountcode Path :- Service -/Menu:User Service Programs, /Menu:Call Reports -, /Menu:Customer Service Contract Check (ZUSR X009) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 2 . APIs iShop-Delivery Date Reset When Submitting On Hold Order (SDR:43867 ) There are 4 issues resolved under this SMR. 1) The delivery date was not being reset to today's date when submitting a Sales Order that had been On Hold. 2) The line count on a backorder was not being reset after being split. 3) An order was being able to be processed by a User after it had been processed by the Pronto (back end) system. 4) An order was not able to be copied if the order had been updated by the Pronto (back end) system. Key Data Module/Function: SO M053 Ishop-Addition Of Kit Item Not Adding To Item Count (SDR:44105 ) When a Kit item was added to the Shopping Cart in the front end of Ishop the total line count for the current Sales Order was not being incremented. This has been rectified. Key Data Module/Function: API Ishop-Shopping Cart Price Of Kit Item Is Tax Exclusive (SDR:44146 ) <........Insert notes here ........> Key Data Module/Function: SO M001 Technical Reference/Dict. Changes _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 3 . PRONTO Business Management System Initial Install and Upgrade of the DPR Product (SDR:41038 ) Install / Upgrade from the CD in the normal manner. Install This will automatically load Unix Company Environment scripts. These will be allocated to each individual company created. Standard masking for each masking type (eg territory, whse etc) will be created for each data set for the PSD login. $PRONTO/lib/printers and printcap will be overwritten with the DPR files $PRONTO/lbin will have all the environment company scripts. Upgrade You will be stopped if you try to load a standard CD onto an existing DPR data set ( and versa versa ). NOTE: Currently only handles creating of Unix scripts, not windows scripts! _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 4 . Bill Of Materials MANUF_1 CRP Labour Scheduling Report (SDR:40708 ) A new report has been added to the CRP Report Suite. The Labour Scheduling Report is similar to the Work Centre Scheduling Report with its aim being to give the user better visibility of labour resources required versus planned work and/or shift loading for machinery. The labour scheduling report can be accessed via menu option Manu/Planning/CRP/CRP Reports (MANU R013). Path :- MANU -/Menu:Planning, /Menu:CRP, /Menu:CRP REPORT -, /Menu:labour scheduling Quantity Returned For Additional Item Not On the Bill Of (SDR:43249 ) Materials With this change, it is now possible to do a ZERO return of additional item issued to a work order when quantity correction is made on the work order. Key Data Module/Function: MANU M073 Custom Production - No Work Order - Serialised Components (SDR:43560 ) This change corrected the integrity issue with custom production feedback - no work order for finished items containing serialised components. When a production is input for a finished item containing serial components, PRONTO will not allow for a two stage process of docket entry and update at differing time. Key Data Module/Function: MANU T004 Major Function Flags:- -Serial Number Traceability = "2", "3" Production Feedback Custom - Entry of Quality Reject Dockets (SDR:43574 ) System allows entry of quality reject dockets from work centre in the middle of the routing. This causes integrity error as the stock item has not been completed. The system has been modified to validate the work centre for quality reject dockets. Error will be reported and re-entry of the work centre is requested if it is not the last work centre. Key Data Module/Function: MANU T014 Work Order Maintenance - Complete Mode (SDR:43740 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 5 . Bill Of Materials continued... If a Work Order is completed through the Complete Mode in Work Order Maintenance, if the Finished Items' Qty Completed, Q.C. Rejects and Other Rejects are all ZERO, a message will appear disallowing the user to complete the process unless one of the field does not equal to ZERO Key Data Module/Function: MANU M073 Phantom Item Levels (SDR:43946 ) When doing a Production Entry - No Work Order on a manufactured item with phantom items set up, the components used within all levels (including and above the seventh level) will be consumed by the process. Key Data Module/Function: MANU T004 RF Production Entry - ESC Key Action (SDR:43966 ) When entering production via RF, if the Qty To Do field is 0 and the user presses ESC, the system will not create a blank Production Docket entry Key Data Module/Function: MANU M006 Work Centre Labour Cost - GL Posting (SDR:44073 ) When doing a production update on a Bill Of Material with the Work Centre's labour cost having a value with 4 decimal places, the resulting General Ledger Posting should not be imbalanced Key Data Module/Function: MANU T001 BOM - Message Display On Searching Work Order Transactions (SDR:44179 ) For particular items, when viewing the transaction information related to a work order, a screen message will display whilst performing normal search functions. The items where this particular message will display must have the following characteristics: - Flagged as a backflush parent. This requires an issue control code 'B' or 'C'. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 6 . Bill Of Materials continued... - Lot tracked, purchase tracked, serial or coil item. This covers serialised flag settings of 'C', 'L', 'P' and 'Y'. This issue has now been addressed and the message will no longer appear as a result of normal search functions. Key Data Module/Function: MANU M073 MANU E005 Issue Stock to Works Order (SDR:44222 ) This issue stock to work order screen could incorrectly show the Issued qty. If the work order had a serialized item as part of the BOM, and the user decided to cancel out of entering the serial numbers, the screen would still show that items had been issued. This was not case as the user had cancelled out of serial number entry. This display issue has been corrected. Key Data Module/Function: MANU M027 Work Order Status Description (SDR:44265 ) In the Work Order Maintenance Transaction Details screen, when the Commit mode is used to insert another line, the Stat Desc (status description) field should correctly refresh and show the correct status, ie "Committed" Key Data Module/Function: MANU M073 MANU T001 (SDR:44306 ) The usage quantity for backflush component is not updated correctly during partial production, when the total partial production quantity exceeded the commited quantity of the backflush component. This has now been rectified. Key Data Module/Function: MANU T001 Updating Component Warehouse In Work Order Maintenance (SDR:44331 ) If the F4 (Confirm) key is pressed immediately upon changing the 'Factory' field in the 'Work Order Maintenance' screen, the component warehouse might not be updated. This has been fixed. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 7 . Bill Of Materials continued... Key Data Module/Function: MANU M073 Reverse Production ( Lot Tracked Finished Item ) - (SDR:44350 ) Intermediate Operation With this change, you can now reverse production input for intermediate operation, for a lot tracked finished item. Key Data Module/Function: MANU M043 Release Planned Order - Separate Order With Supplier's EOQ (SDR:44366 ) Prior to this change, PRONTO did not generate enough work orders to cover MRP requirement when the option 'E' is selected for separate order based on supplier's EOQ. This has now been corrected. Key Data Module/Function: MANU R047 BOM - Stock Issues And Negative Production (SDR:44410 ) The entry of production quantities using Quick Production Entry (type 'P') allows stock of component items to be issued to the work order. If negative production is entered using this method the issuing of stock to the work order may generate an error message or issue extra stock to the work order. The entry of negative production does not result in the return of issued items to the source warehouse. This process can be accomplished using options available in the work order maintenance details screen. For this reason the ability to issue components as part of production entry will only be available when the production quantity is greater than ZERO. Key Data Module/Function: MANU T014 BOM - Real Time Production Feedback For Lot Controlled Items (SDR:44418 ) The entry of production for lot-controlled items using Real Time Production Feedback is storing the lot number in a location that is not visible to any of the lot enquiry _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 8 . Bill Of Materials continued... functions. This issue has been addressed. Key Data Module/Function: MANU M013 BOM - Daily Efficiency Report Not Showing Employee Details (SDR:44484 ) One of the sequences available for running the Daily Efficiency report is by employee. When the report is run in this way the employee code has not being getting displayed in the page header where it should be. This issue has now been addressed. Key Data Module/Function: MANU R012 Custom Production Feedback - Complete Mode (SDR:44515 ) When running a range of work orders to complete using the Comp Mode in Custom Production Feedback > Production Entry - Work Order, the process will take the Production Tolerance Percentage set into consideration on whether the work order is to be Completed or not. Key Data Module/Function: MANU T001 Major Function Flags:- -Manufacturing > Production Tolerance % MRP Enquiry - Incorrect Reporting Of Scheduled Receipt (SDR:44520 ) MRP enquiry was incorrectly reporting scheduled receipt for planned orders released with the option to create orders based on supplier's economic quantities. This has now been corrected. Key Data Module/Function: MANU E006 BOM - Display Of Negative Values On Daily Efficiency Report (SDR:44531 ) 1) The Daily Efficiency report is not handling the display of negative values that are possible when negative production is entered. Instead the value is displayed as _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 9 . Bill Of Materials continued... '????????'. 2) The value of the various subtotals do not equal the value of the individual lines. Both these issues have now been addressed. Key Data Module/Function: MANU R012 BOM - Display Of Sales Forecast Data In MPS Details Report (SDR:44542 ) The MPS Details report allows the display of pegging information. When displaying sales forecast details, the 'to' date is displayed in a numeric format instead of a date. This display issue has now been addressed. Key Data Module/Function: MANU R040 Manufacturing - Resource Utilisation Report By Employee (SDR:44578 ) This report will now correctly show Production, Setup and Downtime figures per Work Centre. The report will correctly show the total accumulation for Employee Total and Report Total Key Data Module/Function: MANU R014 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 10 . Accounts Payable Supplier Fast Invoice Entry (SDR:42656 ) The changes outlined here ONLY relate to this scenario: 1. The Accounts Payable Major Function Flag "Approval/Auth. for Supplier Invce" is set to "2", 2. The purchase order is a type "C" Contract 3. There are ONLY special lines on this purchase order. Given this scenario, when an invoice is entered against the purchase order in [AP.T020], the invoice is automatically put on hold for Invoice Approval. The commitment on the Project will not be updated until the invoice is approved. Updating the commitment on the project at this point was allowed by previous changes, which caused the project to be updated twice with the invoice amount (once during invoice entry, and again during invoice approval). Also, prior to this change, the user had the option to "Complete the Contract" during the entry of the invoice details. However, as the purchase order is still active until the invoice has been approved, under the scenario outlined above, this option has been removed from the invoice screen. During Invoice Approval [AP.T037], the user can indicate whether or not the Contract is complete. Key Data Module/Function: AP T020 Fast Supplier Invoice Entry (SDR:43568 ) Use of the spy-glass help icon on the purchase order number in the "Extra Details" screen was being hampered by the proximity of the purchase order suffix field. The suffix has been moved clear of the order number field by 1 character position to enable the spy-glass to function when the suffix is displayed. Key Data Module/Function: AP T020 Supplier Manual Cash Payments For Foreign Suppliers (SDR:43692 ) When processing a manual cash payment against a foreign supplier, a screen is displayed showing the foreign and local amounts and any exchange loss/gain incurred. The foreign amount on this screen was showing as double the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 11 . Accounts Payable continued... actual figure due to the field not being cleared during processing. This has been rectified. Key Data Module/Function: AP T034 Payment Approval - Release Payments (SDR:43770 ) If purchase notes were added while entering variance details, later releasing of payments was not possible because of these note lines. This has been rectified. Key Data Module/Function: AP T043 Major Function Flags:- -Accounts Payable Used = Yes, Purchasing Used = Yes Default Supplier Type In Maintain Supplier Accounts Screen (SDR:43805 ) Previously, the 'Supplier Type' field was always defaulting to "G" even if it was not defined in the system. This field will now default to blank if the general "G" supplier type is not defined in the system. Key Data Module/Function: AP M001 Supplier Purchase Invoice/Credit Entry (SDR:43894 ) The special account 'ITAX' can be split by both supplier type and tax code. This occurred correctly when entering 'I' type invoices via Fast Supplier Invoice Entry [AP.T020] but did not complete the split by tax code when entering the same information via Supplier Purchase Invoice/Credit Entry. The extra split has been added and now both processing methods will generate the same general ledger transactions. Key Data Module/Function: AP T026 GL Suppliers Journal (SDR:43941 ) Canadian Tax functionality implemented for GL Supplier Journal Key Data Module/Function: AP T011 Thousand Separator In Cheque Printing (SDR:43956 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 12 . Accounts Payable continued... It is now possible to use the attribute "T" for the field code "D" in the 'Totals' section of a cheque layout. The amount will be displayed with thousand separators when cheques are printed using that layout. Key Data Module/Function: AP T041 Supplier Manual Cash Payments (SDR:43964 ) Where part payments were made to a foreign currency supplier against a foreign invoice, and the exchange rate on the payment is different to that of the invoice, an exchange loss/gain posting would be generated from the posting. As the invoice has an outstanding balance an 'RQ' (request for payment) transaction is created, but it incorrectly contained the payment currency rate. The meant that if a second payment was made at the same exchange rate, no exchange loss/gain was calculated, as there was no difference in the currency rates. The generation of the 'RQ' has now been modified to retain the correct currency rate. Key Data Module/Function: AP T034 Supplier Transaction Payment Drill-Down (SDR:44027 ) From the supplier transaction screen, the [Payment] mode will display all payments made to the account. On this Payment screen there is another mode [Trans]. Use of this mode is to show which transactions were paid by the current payment. However, this last drill-down was not working correctly when the payment was made via a transfer ie where the description on the transaction details began 'TFR'. The code has been altered to recognise this type of payment. Key Data Module/Function: AP E001 Accounts Payable Payment - Split Payment (SDR:44039 ) When modifying accounts payment through Modify Payment Details, the process will uniquely tag each split payment component so that when the Payment Review screen is used, there will be no Duplicate Record error Key Data Module/Function: AP M034 Letter of Credit Drawing (SDR:44070 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 13 . Accounts Payable continued... When a letter of credit drawing is done for two invoices for one supplier and posting is done, the same reference number is incorrectly allocated to both the transactions. This has been rectified. Key Data Module/Function: AP T048 Local Manual Statement (SDR:44107 ) For a paged bank statement,when correcting a 'P' type entry with a manual reference, the entry disappears from the screen. This has been rectified. Key Data Module/Function: AP T007 Screen Refresh Of Supplier Layout (SDR:44196 ) Under certain conditions, the 'Supplier Layout' screen in 'Maintain Supplier Accounts' was displaying the wrong layout codes for the current supplier. This has been fixed. Key Data Module/Function: AP M001 Creditor Invoicing - Purchase Returns and Variances (SDR:44205 ) If a purchase return was raised for part of a purchase order and updated, Creditor Invoicing was not placing any variations to the original purchase order on requiring approval. This has now been corrected. Key Data Module/Function: AP T020 Major Function Flags:- -Accounts Payable Used = Yes -Approval Need for Supplier Invoice = '3' Payment Register Maintenance (SDR:44212 ) When a payment is made to a foreign supplier for a foreign invoice, the payment amount displayed in the Payment Register Maintenance was incorrectly converted. This has been rectified. Key Data Module/Function: AP M051 Supplier Name In Invoice Enquiry (SDR:44231 ) When performing an Invoice Enquiry, the 'Name' column may be showing the supplier name of the wrong supplier. This _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 14 . Accounts Payable continued... usually happens when the enquiry returns multiple suppliers. This has been fixed. Key Data Module/Function: AP E004 CRE - Display Of Supplier Purchase History Information (SDR:44299 ) Supplier purchase history information can be viewed using menu option available when selecting the 'Extra' mode from the Supplier Enquiry. The particular menu items available are: - Purchase History - Years Purchase History The enquiry functions show detailed information regarding the quantities purchased. In order to clarify this and remove confusion that the figures may represent purchase values, some screen titles and column headings have been updated. Key Data Module/Function: AP E001 AP E008 Forced Validation of Supplier type when pressing F4 (SDR:44407 ) System was allowing users to use F4 to accept a non-valid supplier type. (ie. one that didn't exist on the 'CS' system table.) This has been corrected to force the user to only enter in valid supplier types. Key Data Module/Function: AP M001 Cre - Accounts Balance Summary (SDR:44457 ) Removed CR reference for negative columns and replaced with the '-' minus sign. Key Data Module/Function: AP R028 Fast Supplier Invoice Entry (SDR:44461 ) CANADIAN TAX - The problem identified was that where 2 invoices were entered in the same general ledger batch against the same purchase order, the system was generating _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 15 . Accounts Payable continued... an erroneous tax value to the the special account "GSTP". The problem has been resolved with the following disclaimer: 1. IF the invoice numbers of the 2 invoices entered against the purchase order in the SAME batch are NOT different, then the problem outlined will still occur. 2. It is ONLY possible to correct the problem if the invoice numbers are different so that the individual invoice transactions can be identified during the posting phase. Key Data Module/Function: AP T020 CRE - Removed '$' signs from the totals section (SDR:44471 ) Removed the '$' sign from the totals section of the report whilst maintaining the thousands seperator display. Key Data Module/Function: GL R065 Invoice Authorisation (SDR:44511 ) In the Invoice Authorisation screen, the claim transaction should show 'Clm' on the Payment Approval column. Key Data Module/Function: AP T037 Intra Supplier Journal (SDR:44519 ) When processing an intra supplier journal linked to a project, the amount transferred in the project should be exclusive of tax. Key Data Module/Function: AP T023 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 16 . Customer Relationship Management CRM-Access To CRM Maintenance (SDR:43682 ) A user requires CRM S002 security to be able to modify customer records. If a user does not have this then there was an issue where a user could click on a field in this screen and maintain data. This has been rectified. Key Data Module/Function: CRM M001 CRM - Maintain Attributes During Enquiry And Lookup (SDR:43880 ) Security 'CRM' 'S004' is required to maintain Attributes. So during enquiries on the attributes screen, only if the user has this security, will they be able to maintain the attributes. If not, they will be only be able to search and select. Key Data Module/Function: CRM M001 CRM Data Mining Text File (SDR:44002 ) When creating a data mining file using the Word mode, the text file should be created correctly regardless of the current person's login ID length (ie even if it is greater than 8 characters) Key Data Module/Function: CRM M006 Customer Relationship Management Sales Orders (SDR:44034 ) When the relevant major function flags are set, if a sales order is raised for a prospect which has a blank customer accountcode, the system allows the user to leave the 'New' customer accountcode blank and then automatically generates an accountcode for them. A previous modification to this program inadvertently removed this functionality. This change is to restore that functionality. Key Data Module/Function: CRM M001 Major Function Flags:- -A/R = Length to Pad Accounts = non-zero, S/O Edit/Entry _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 17 . Customer Relationship Management continued... -, Allow Entry of Customer = YES CRM - Quote Entry (SDR:44066 ) When entering quotes in CRM for Prospect type accounts, the Quote Entry screen will not validate the Warehouse and Territory codes on first load. These will be validated when the user steps through the fields Key Data Module/Function: SO M001 Customer Relationship Management (SDR:44075 ) When correcting a CRM record with an existing customer accountcode, the accountcode entered must be validated. Key Data Module/Function: CRM M001 Removing Customer - Customer By Item Code Prices (SDR:44142 ) If a customer record with special pricing attached to it, is deleted, any Special Prices set up will also be deleted. Key Data Module/Function: AR M001 CRM - Security Issue When Mouse Used To Access Screen Fields (SDR:44147 ) A security issue was identified when the user positioned the mouse over a CRM maintenance screen field and clicked with the intention to correct the field. User Masking was by-passed and the user could precede unimpeded. This has now been rectified. Key Data Module/Function: CRM M001 CRM Quote - Prospect to Customer (SDR:44279 ) If there are Quotes that have been placed on a Prospect, ie a CRM account without a Customer Code, and that prospect is turned to a Customer, by entering a valid Account Code in the Customer field, the quotes should still be accessible Key Data Module/Function: CRM M001 Showing User Defined Notes In Rep Statistics Report (SDR:44314 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 18 . Customer Relationship Management continued... When running the 'Rep Statistics' report, it was not showing user defined notes even though the 'Include Notes' and 'Print ALL Notes' options were set to "Y". This has been fixed. Key Data Module/Function: CRM R012 CRM Rep Statistics Report - Note First Line (SDR:44329 ) When running the Rep Statistics report in CRM, all Notes lines should be shown on the report Key Data Module/Function: CRM R012 Load CRM Data - Additional Info Required (SDR:44340 ) When loading existing customers from Accounts Receivable into CRM using the Load CRM Data function, it will now ask for additional information that is required for CRM. These fields are Comp Type and Region Key Data Module/Function: CRM M009 Service Call Status Change On Picking Slip Update (SDR:44404 ) When a Picking Slip Issue is created in the Service module, the Sales Order Update 'A' process will correctly update the order's status from Parts Req to Parts Arr, regardless of how many sales orders are ready to update. Key Data Module/Function: SO M287 Opportunities (SDR:44524 ) In the CRM Console 'Find Opportunity' Screen, the Find mode has been removed as it requires exact match of several criteria before the find will be successful. Instead, the user can sort and filter by the data columns. Key Data Module/Function: CRM M008 CRM Rep Statistics Report - Date Field (SDR:44547 ) When printing the Rep Statistics Report to Include Notes, the date related to the notes entry will also show in the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 19 . Customer Relationship Management continued... report Key Data Module/Function: CRM R012 CRM Sales Mode Hot Key (SDR:44554 ) The Sales > Cust Orders/Quotes has changed its hot key from "C" to "u" and Sales > Log Service Call has changed its hot key from "C" to "v" to avoid conflict with the Sales > Customer Status mode Key Data Module/Function: CRM M001 CRM Console (SDR:44564 ) The activity display has been changed so that no Finished or Cancelled activitys appera in the display. Key Data Module/Function: CRM M047 Opportunity Pipeline (SDR:44566 ) The pipeline figures only represent that of the rep cod now , Not the whole company. Key Data Module/Function: CRM M047 CRM Sales Quote Duplicate Reference Warning (SDR:44570 ) When creating a Sales Order of Quote in CRM, the same warning message from the Sales Order Screen will be shown when entering a Customer Refernce that already exists in another Sales Order. Key Data Module/Function: SO M058 Major Function Flags:- -SO Entry > Stop and Ask What = 1 -, SO Entry > Check for Duplicate Cust Ref, = A CRM - Data Mining Enhancement. (SDR:44680 ) The CRM data mining option has been enhanced to include the selection and output of multiple contacts per account based on attributes assigned at the contact level. Previously data mining would only occur at the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 20 . Customer Relationship Management continued... account level. The text-merge option has also been modified to output all fields to the external file. Previously this would only output a select few. Key Data Module/Function: CRM M006 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 21 . Accounts Receivable Code Table Maintenance - Code = DK (SDR:40253 ) The "DK" (Customer Ageing Code) table was converted from the "DD" (Customer Discount Code) table. Some of the possible Discount Code TYPES are not valid as Ageing Code Types. This change: a. Removes code Types "S" and "1-7" as valid types when maintaining the "DK" table. b. Ensures that, if these codes exist currently on the discount codes table, that they are NOT transferred to the "DK" table during the upgrade to version 625.7. c. During the upgrade, the customer master account also has its Ageing Code set from the current Discount Code NOTE: Any customers using these types as discount codes will NOT have a valid ageing code set during the upgrade, and should appear on the Conversion Exception Report. They will have to be manually updated with a valid ageing code. Path :- Administration -/Menu:System Administration -, /Menu:System Codes & Messages -, /Menu:Code Tables [SYS.M099] Customer Bad Debt Postings (SDR:43017 ) CANADIAN TAX modification. This change has been implemented to ensure that the tax remaining which is calculated during the bad debt posting process is reversed out of the correct general ledger accounts for Canadian users. Key Data Module/Function: AR T027 Daily Analysis of Sales (SDR:43180 ) The Daily Anaylsis of Sales Report should exclude internal stock issues sales orders as these orders have ZERO sales value Key Data Module/Function: SALE R037 Sales Order-Access To Cash Receipting When POS Not Activated (SDR:43443 ) A user was not allowed to access cash receipting functions at Sales Order completion if POS was not activated on their system. This has been rectified. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 22 . Accounts Receivable continued... Key Data Module/Function: SO M001 Unallocated Cash Allocate (SDR:43472 ) When allocating the unallocated amount for postdated transactions, the transaction type will be converted from 'CU' to 'PD'. Key Data Module/Function: AR T053 Cash Receipting Bad Cheque Processing (SDR:43626 ) A previous modification to to handle the cancellation of customised tender types caused a problem with cancellation of standard cheques where discount or write-off amounts were part of the paid invoice. When a payment was cancelled, no transactions were generated to reverse the write-off amounts in the general ledger. Because of this, there was no calculation of any tax adjustment amounts applicable to the write-off reversal, and consequently no tax adjustment reversals in the general ledger tax accounts. This situation has been rectified. Key Data Module/Function: AR T022 Customer Post Dated Transaction Receipts (SDR:43652 ) If a customer invoice is paid by (eg) American Express, a temporary "PD" transaction is posted to the customer account and also to the ZAMEX account to show that the money has not yet been physically received. The general ledger batch associated with these transactions would balance to zero and there is no actual posting to the general ledger. When the money is received from American Express, the "PD" on the customer account becomes a "CR" and the batch number is changed to agree with the posting batch to enable drill-down to the general ledger postings. At the same time the "PD" on the ZAMEX account is changed to a "JE" and an offsetting "CR" is posted to that account to clear the debt. However, the "JE" transaction still retained the original (empty) batch number. During a customer integrity run, the 'Compare Batches' function would highlight both of these batches as 'out-of-balance' which was incorrect. This change will now alter the batch number on the ZAMEX account "JE" transaction to be current posting batch to overcome this problem. The "JE" and "CR" transactions on _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 23 . Accounts Receivable continued... the ZAMEX account should not be considered real transactions. They are temporary transactions only and as such do not cause any postings to the general ledger in either the original or payment batches. Key Data Module/Function: AR T056 Customer Post-Dated Receipts (SDR:43889 ) As an invoice is paid using (eg) American Express Card, a credit "PD" transaction is posted to the customer account, and an offsetting debit "PD" transaction is posted to the ZAMEX account. Later, when American Express physically pays for the goods, these transactions are replaced by a "CR" on the customer account. The date and batch number on the physical payment may be in a different period, and this was causing and integrity error when the account was checked. Now, it the payment is not received within the same period as the initial credit was posted to the customer account, the ageing on the account will be corrected during the posting to stop the integrity error. Key Data Module/Function: AR T056 Accounts Receivable - Key Word Lookups. (SDR:43893 ) If Accounts Shortname Description or Address details had key words that were delimited by hyphens "-" the Key Word Lookup was not locating these Accounts. This as now been addressed. Key Data Module/Function: AR E001 Major Function Flags:- -Accounts Receivable Used = Yes -Accounts Keyword Lookup Used = '1' or '2' Technical Reference/Dict. It would be advisable to rebuild Customer Key Words to make sure that any words delimited by hyphens are crearted as separate key words. GL Customer Journal (SDR:43939 ) Canadian Tax functionality added to the GL Customer Journal Entry program. In the Manual Invoice Entry, the province code can be entered in the delivery address. Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 24 . Accounts Receivable continued... Module/Function: AR T013 Contra Customer to Supplier (SDR:43942 ) The exchange rate was not calculated using the correct method when posting a contra from a foreign customer to a foreign supplier. This caused a non-zero amount to remain in the local amount owing of the transaction. The problem has been rectified. Key Data Module/Function: AR T028 Enquire on Customer Account (SDR:43970 ) In the Account Transactions with Reference Balance Screen, the Details column has been added to display the transcation details for a foreign customer. Key Data Module/Function: AR E001 EIS Profitability Analysis Screens (SDR:43981 ) Previously the data the was used to build the Profitability Analysis Screens was controlled by the Bill-to History Flag being set to Yes. More control was need and so a new system flag was introduced to allow this data to build or to not. This new flag can be found under EIS options in Major Function Flags. Key Data Module/Function: AR X025 Major Function Flags:- -EIS Data Setup Profitabiliy Analysis = Yes Technical Reference/Dict. Customers that have the Bill-to History flag set to Yes will automatically have this new Profitability Analysis Flag set to Yes. Sales Order - Reprice Order (SDR:44020 ) When repricing a sales order, if a stock line is found on an order to which an additional discount may be applicable, the user will be asked if that discount is to be applied during the process. This is as per the creation of a sales order. Key Data Module/Function: SO M062 Direct Stock Issue - QA Held Items (SDR:44074 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 25 . Accounts Receivable continued... Previously it was possible to Issue Stock that was still on QA-Hold. This has now been disallowed. Items must be QA Hold released first. Key Data Module/Function: INV T006 Major Function Flags:- -Inventory Used = Yes Changing Notes In Customer Maintenance (SDR:44080 ) The 'Entered' date will now be updated whenever a note is modified in the 'Customer Notes Maintenance' screen in Customer Maintenance. Key Data Module/Function: AR M001 AR M001 (SDR:44094 ) Credit release officer has sufficient credit limit but the system not allowing this officer to use the relevant credit limit code. This has now been rectified. Key Data Module/Function: AR M001 Contra Customer to Supplier (SDR:44098 ) When posting a Contra Customer to Supplier transaction, the batch header should display the subledger and GL debit amounts. Key Data Module/Function: AR T028 Transaction Details In Enquire On Customer Account Screen (SDR:44121 ) The 'Enquire on Customer Account' screen allows viewing of account transactions and transaction details. Under certain rare circumstances, the 'Transaction Details' screen was showing the details of a different transaction than that selected by the user. This has been fixed. Key Data Module/Function: AR E001 Customer Statements - Consolidated By Reference (SDR:44131 ) When customer statements were processed with the 'Consolidate by Reference' flag on the layout set to YES, _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 26 . Accounts Receivable continued... the Totals Code "A" was only including the amounts of the LAST transaction found for each reference. This has now been corrected, and it now includes the balance of the reference owing in that total. Key Data Module/Function: AR M076 Major Function Flags:- -MFF Acct Receivable -, Allow Ageing of Unallocated Cash = 2 Customer Integrity (SDR:44169 ) The Customer Integrity was reporting the error incorrectly when disputed invoices exist in the parent customer accounts Key Data Module/Function: AR M176 Customer Maintenance (SDR:44225 ) When creating a new customer, in the Company Entry Confirmation by Name Screen when the 'Create New' mode is selected,an additional screen has been added to allow user to enter the company type and region codes. Key Data Module/Function: AR M001 Retail Management Subsystem - Promotion Status Change (SDR:44311 ) When changing an Active promotion to a status of Finish, there should not be any runtime error encountered Key Data Module/Function: AR M170 Customer Aged Trial Balance Reports (SDR:44428 ) Prior to this change, if the Customer Aged Trial Balance was printed with the selection of "Account Type" = "O", all accounts were selected for the report where the Housekeeping Flag on the account was "O", "W" or "F". This was not in-sync with the printing of the Customer Statements, wherein "O" would only select accounts where the housekeeping flag was set to "O". The following changes have been made to the value of the Account Type field in all Aged Trial Balance reports: a. "O" now only selects accounts with housekeeping flag is set = "O". b. "W" (new) selects only accounts where housekeeping flag _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 27 . Accounts Receivable continued... is set = "W". c. "F" (new) selects only accounts where housekeeping flag is set = "F". d. "X" (new) selects as per the original "O" ie it will select all accounts where housekeeping flag is set to "O", "W" or "F". This is to retain the original functionality of "O" prior to the change. Key Data Module/Function: AR R029 DEb - Changed datagrid column heading to Cust. Order (SDR:44445 ) Changed Inv. No. column heading to Cust Order to better reflect what is in the column. Key Data Module/Function: AR E011 Customer Pin Number Maintenance (SDR:44534 ) The [Find] mode on this screen was not locating existing records. The problem has been rectified. Key Data Module/Function: AR M042 Retail Promotions (SDR:44561 ) Major Impact: When moving to version 632.0 the key structure of deb-promotions has been modified. If using retail promotions, prior to upgrading, all promotion records need to be reviewed to prevent any loss of data. If you have promotion records and upgrade to 632 will not proceed if an environment variable DEB-PROMO_OK_TO_UPGRADE, has not been set. A change has been made to promotion status change. If a promotion is closed, where the promotion end date is in the future, the end date is set to the current date. This has been done to reduce the number of records being read to locate valid promotions. Having end dates in the future, even though closed, will be read. This is a performance improvement issue. The Promotion Template process has been modified to better utilise the key structures within debtor promotions. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 28 . Accounts Receivable continued... Key Data Module/Function: AR M170 Technical Reference/Dict. Changes Keys on deb-promotions have been made unique. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 29 . Electronic Data Interchange (EDI) EDI "elorders05" Now Runs Fine In Batch Mode (SDR:39880 ) A change has been made so that when running in batch mode the program will not stop to ask questions (causing errors). Path :- EDI EDI -Australian Air Express Postcode File. (SDR:43730 ) A program has been created to load AaE's new version postcode CSV file. This program can be accessed by creating an Override table entry called 'AAEPOSTCDE' and pointing to program ES6-10AaEp. Please specify the directory where this program will reside and the program name. Key Data Major Function Flags:- -EDI used = Yes, Sales Order Processing Used = Yes Table Entry:- -Override Table 'AAEPOSTCDE' - Points to postcode load program. EDI Log Promotion Number Mismatch Message (SDR:44477 ) When loading an EDI file with no promotional number on the file, the system will not show the Promotional Number Mismatch message on the EDI log. Key Data Module/Function: SYS M259 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 30 . Temp Web API default dir Enterprise-Decimal Quantities On Sales Order Lines (SDR:44402 ) There was an issue where a stock item ,which had an alternate Unit of Measure, was entered as the normal unit but the quantity was being converted by the unit conversion of the alternate unit. This has been rectified. Key Data Module/Function: ENTP M001 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 31 . Fixed Assets Fixed Asset Integrity (SDR:43780 ) When an asset is acquired in the currect period and disposed of in the future period,the fixed asset integrity incorrectly returns an integrity error. This has been rectified. Key Data Module/Function: FA M005 Fixed Asset Improvements (Usage Depreciation Code) (SDR:44112 ) When processing an Improvement for an asset which uses a USAGE depreciation code, the 'Depreciate Up-to Improvement' flag has been disabled. Improvements may be added, but depreciation is left until the end of the processing period. Key Data Module/Function: FA M007 Depreciation Schedule (SDR:44140 ) For Tax Depreciation, a selection criteria has been added to allow user to include or exclude the residual value when calculating the tax depreciation. The default criteria is YES, to include the residual value as it always has. Key Data Module/Function: FA T001 Fixed Asset Intercompany Transfers (SDR:44305 ) Several modifications have been made to the Fixed Asset Intercompany Transfer screen processing. 1. The warning related to the asset code justifiction will only be displayed if the flag setting is different in the ledgers. 2. The processing sequence for validation of the TO company Location and Group has been altered, so that it validates the code first, and then check to see if the user has access to the location/group. 3. A general ledger batch is created for the 'Disposal' of the asset in the FROM company. However, the system was inadvertently updating the next batch sequence number on the TO company. This has been corrected. Key Data Module/Function: FA T015 Fixed Assets Reconciliation Reports (3,4,5,7,8 and 10) (SDR:44370 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 32 . Fixed Assets continued... The reports listed (3,4,5,7,8 and 10) have been modified to allow for larger asset values to print on the reports and in the sub-totals and total lines. Key Data Module/Function: FA R026 Aligned sub totals sections for large numbers (SDR:44408 ) For customers with assets worth many millions of dollars the totals / sub-totals sections were overlapping those amounts. Changed the totals / sub-totals sections to print over 2 lines to avoid clashes if the numbers were greater than 11 characters in length. Key Data Module/Function: FA R003 Fixed Assets Enquiry (SDR:44417 ) Export to Excel wasn't exporting fixed asset number from datagrid, this has been corrected. Key Data Module/Function: FA E009 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 33 . FaxMail Fax Print System Phase 1 Productisation (SDR:39910 ) <........Insert notes here ........> Key Data Major Function Flags:- -NONE Path :- NONE -/Menu:NONE Technical Reference/Dict. Changes _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 34 . Advanced Forecasting System FCS - Item Group Checking In Transfer To Item Budgets (SDR:44204 ) Within the Transfer to Item Budgets function an item group range can be entered to limit the scope of the transfer. This range entry was having no impact on the forecast records transferred. This situation has been addressed and only records within the entered item group range, along with the other specified criteria, will be transferred. Key Data Module/Function: FCS M016 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 35 . General Ledger General Ledger Financial Reporting - @TIME Macro (SDR:43707 ) GMT time instead of the local time is displayed when displaying the time using the @TIME macro in the report heading. This has now been rectified to display the local time. Key Data Module/Function: GL R034 Standing and Self Reversing Journals (SDR:43890 ) In the Standing and Self Reversing Journals Maintenance Screen, the option BalRev when selected, will create a standing self reversing journal for a total amount of all suppliers with a debit balance. Key Data Module/Function: GL M025 Financial Reporting - Underline (SDR:43962 ) Only characters are underlined for header with underline font. In between spaces and character gaps are not. This makes the underline appeared to be broken. This has now been rectified to underline spaces and gaps. Leading spaces of a column will now be underlined as well. Key Data Module/Function: GL M135 GL T020 (SDR:44010 ) During G/L consolidation for non-financial account, when there is exchange lost gain occurs, the system is trying to post the exchange lost gain (financial account) against the non-financial account. This contributed the posting of the difference into Z9ERROR account during G/L integrity process. This has now been rectified. Key Data Module/Function: GL T020 Financial Reporting - Column Select (SDR:44031 ) Non-printable columns are still output to EXCEL with zero value for rows defined to display selected column. This will cause misalignment of cells among rows. This has now been rectified. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 36 . General Ledger continued... Key Data Module/Function: GL M135 General Ledger Journal (SDR:44118 ) For an irregular processing period type, if the GL journal has a date greater than next year's processing period,the transaction has been updated to the wrong year in the GL History. This has been rectified. Key Data Module/Function: GL T007 Summaries In GL Transactions By Period (SDR:44232 ) The summaries of GL Transactions by Period were not appearing on the right location. For example, all the closing balances were appearing above the transactions. This has been fixed. Key Data Module/Function: GL E003 GL R034 (SDR:44264 ) Subscripting error occurs when column is more than 52. This has been rectified. Key Data Module/Function: GL R034 General Ledger Stock Adjustment Batch Drill-Down. (SDR:44568 ) The [Orders] mode on the general ledger batch detail screen, is not valid for batches with the description "Stock Adjust JE". These batches are not order-based. Prior to this change, the use of this mode on these batches drilled-down to the manufacturing work orders screen, which was not applicable. Also, if the user did not have access to the Manufacturing module, attempting this drill-down caused and I/O error. Now if this mode is used on non-manufacturing batches, the message "No orders for this transaction" will be displayed and the access to the work orders screen has been removed. NOTE: This drill-down screen is still available for manufacturing based batches which have the description of "Manufacturing Stock JE". Key Data Module/Function: GL E009 Major Function Flags:- -Manufacturing Used = NO. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 37 . Project Costing Control Job-Correction Of Allowances In Timesheet Entry (SDR:43742 ) There was an issue correcting Allowances in Timesheet entry. This has been rectified. Key Data Module/Function: PROJ M154 Job-Invoicing Issues With Parent/Child Relationship (SDR:43909 ) A Parent/Child relationship can be set up in Project Costing. If cost transactions were placed against both the parent and child jobs and Limit Charge from Unbilled Costs invoicing was used then transactions on the parent or job would not be taken into account under different circumstances. This has been rectified. Key Data Module/Function: PROJ M050 Job-Pre-Invoice Report Not Suppressing Actual Costs (SDR:44059 ) If the screen field 'Show Costs' was set to N then the Actual Costs were being printed on the report. This has been rectified. Key Data Module/Function: PROJ R012 Job-Mapping Of Cost Categories For Invoice Scheduling (SDR:44153 ) Cost Categories can be mapped to different income categories when raising schedule invoices. There was an issue where the income was not going to the correct category. This has been rectified. Key Data Module/Function: PROJ M050 Major Function Flags:- -job-Cat Class Definition Job-Change Of Customer Does Not Change Site Address (SDR:44154 ) When the customer was changed on a job the site address was _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 38 . Project Costing Control continued... not defaulting to the new customer's address. This has been rectified. Key Data Module/Function: PROJ M145 Plant-Quick Pick Slip Does Not Allow User Defined Category (SDR:44351 ) A Cost Category can be maintained using a User-Defined type. This in turn relates to a (system) type , typically 'M'(aterials) , 'L'(abour) etc. When a Quick Pick Slip Issue was entered against a Cost Category that had a User-Defined type which defaulted to M the system was displaying an error message. This has been rectified. Key Data Module/Function: PROJ M005 Current Schedule In PM Tasks Maintenance (SDR:44462 ) If the PM Task Maintenance record has a UOM type of BLANK, WEEK, MNTH, MONT, MTH, MTHS, DAY, DAYS or it starts with M or W, the value on the Current Schedule will show as a date value. Otherwise, it will show as a numeric value. Key Data Module/Function: PLT M080 Job-Prior Period Adjustments (SDR:44465 ) Entering a Prior Period Adjustment against a Project results in a code being written to the database. (see below for more technical discussion). Job Integrity relies on this field as do a number of Reports :- Budgets by Month Report Cash Position Report All reports in Analysis & Summary Reports Transactions by Cost Cat Report Work in Progress Report This issue has been rectified. Key Data Module/Function: GL T016 Technical Reference/Dict. A Prior Period Adjustment to a Project writes the code 'Pnn/yyyy' to the jc-trans-details of job-cost-transactions _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 39 . Project Costing Control continued... (where nn is the month and yyyy is the year of the prior period). This code should start at position 33 of jc-trans-details. In the transaction screen there was no problem if text was entered in the Details column. However if no text was entered in the Details column then the code was being written at position 1. As such the Integrity and reports described above may not properly process a PA-type job-cost-transaction record. Job-Close Out Posting A Profit When No Actuals Exist (SDR:44494 ) If a Project is being closed out ,and no profit has previously been taken up, then the system should use the 'Default Profit Takeup Method' from Major Function Flags of the relevant Project Costing Options record. This issue has been rectified. Key Data Module/Function: PROJ T006 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 40 . Payroll and Human Resource Management (HRM) Employee Needs And Courses Attended Screens (SDR:44077 ) When selecting 'Extra -> Training' from the 'Maintain Employee' screen, the 'Employee Needs' screen will appear instead. This has been fixed. The 'Courses Attended' screen should appear as intended. When the 'Courses Attended' screen is displayed, the field name 'Sex' might not be visible. When the 'Employee Needs' screen is launched from the 'Courses Attended' screen, some fields might be blank even when there is supposed to be values. These issues have been fixed. Note: The 'Courses Attended' screen title might vary due to system-specific setups. Key Data Module/Function: PAY M108 Payroll Pay Run Earnings Calculation (SDR:44078 ) The tax calculated on the weekly gross salary was based on an incorrect threshhold, where the weekly gross salary dollars matched exactly to one of the brackets. The test should have included the cents, and therefore used the tax from the next higher bracket. This has been corrected. Key Data Module/Function: PAY M086 Payroll Garnishee Percentage Transaction Type "H". (SDR:44102 ) This payroll transaction type "H" is entered as a [Special Entry] permanent transaction for the employee. It was supposed to calculate the amount of the deduction based on the gross pay using the percentage entered. However, instead of using the gross pay, it was deducting the tax from the gross amount before calculating the garnishee amount. The calculation has been corrected. Key Data Module/Function: PAY M086 Payroll Employee Cheques Via Supplier Ledger (SDR:44214 ) When employees are paid by cheque, and there is an existing Supplier Account set up for the employee code, the pay amount is passed thru and posted to the supplier ledger. The batch created from the payroll update was not setting the sub-ledger codes to the supplier accountcode when these _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 41 . Payroll and Human Resource Management (HRM) continued... transactions were posted to the Supplier Control account (CCTRL). This made it impossible to drill down to the supplier account from the general ledger payroll batch. The problem has been rectified and the subledger account is now set correctly. Key Data Module/Function: AP E001 Post Timesheets (SDR:44308 ) When processing timesheets where there are 'W' type entries and 'B' type entries, the 'B' type entries are not posted to payroll. This has been rectified. Key Data Module/Function: SYS T033 Print Payslip and Other Advices (SDR:44315 ) The GL Posting Report incorrectly shows the Super Account PYSUP without the split by employment code. This has been rectified. Key Data Module/Function: PAY M029 Payroll Tax Report (SDR:44324 ) The payroll tax report was 'truncating' the column totals for the Payroll, State and Grand totals when they exceeded 10 million dollars. Also, if total fields exceeded 999,999.99 they printed hard-up against the previous total making reading of the report difficult. This change is to check all fields printed on these total lines, and if any field exceeds 999,999.99 alternate fields will print on a second line, leaving enough room to display the full amounts on both the first and second total lines. The totals will still print on a single line if none of the totals fields exceeds this amount. Key Data Module/Function: PAY R046 Payroll Earnings by Paycode Report (SDR:44476 ) When running the Earnings by Paycode Report in Employee Summary sequence (Report Mode = "E"), the program was not checking for required page-breaks during the printing of the paycode summaries. This caused some of the paycodes for the last employee on the page to be printed in the report header area of the same page. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 42 . Payroll and Human Resource Management (HRM) continued... The problem has been corrected, and the report will now continue printing the employee details on the next page. Key Data Module/Function: PAY R035 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 43 . Plant Maintenance Plant Maintenance Minor Corrections (SDR:42654 ) Plant Work Orders Default Actual Duration during Work Order Completion During the completion of a Plant Work Order, the Actual Duration field will now default to the number of hours between the start date/time and the end date/time. Key Data Module/Function: PLT M001 Plant Item Convert Changing a Plant Item number was not changing the Component Changeout details held against PM Tasks. Key Data Module/Function: PLT M085 Plant Item Components Component changeouts were not displaying the correct information in the Plant Item 'Enquiries', 'Component Change History' screen, the Plant Components report, or the 'Plant Work Order Print' Key Data Module/Function: PLT M079, PLT R006, PLT R023 Plant Work Order PM Forecast Report This report is now produced with xml format if available. Key Data Module/Function: PLT M134 Plant Work Order Material Update report This report has been improved to print only work orders with demand or any sort and the summary section has been enhanced. The warehouse defined on the budget detail is also used in the availability calculation. Key Data Module/Function: PLT R009 Technical Reference/Dict. Changes Copy Plant Work Order (SDR:43605 ) In Plant Maintenance, when a Work Order is copied using the Extra > Copy Work Order function, after the function has completed, the program should put the Work Order Maintenance screen to the original Work Order that was copied from. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 44 . Plant Maintenance continued... Key Data Module/Function: PROJ M050 Plant Maintenance Screen response and Minor PM Tasks (SDR:43812 ) 1. Several Plant Work Order enquiry screen suffered from poor performance with large numbers of work orders. These screens have been optimised to improve their refresh speed. 2. Minor PM Tasks didnt handle the increase to the size of Plant No. field. This has been corrected and a full 20 character Plant No. can be used. Key Data Module/Function: PLT M080 Correcting Random Tally Item - Backorder Qty (SDR:43851 ) In correcting a Random Tally Entry that is in Backorder, when pressing the F4 button on the Order Qty field, the B/O Qty field, rather than the Shipped Qty field should reflect the change. Key Data Module/Function: SO M001 Plant-Quantities Not Being Copied In Copy Plant Spares (SDR:43963 ) The quantities were not being copied over to the 'New Plant' from the 'Old Plant' when performing the Copy Plant Spares function. This has been rectified. Key Data Module/Function: PLT M055 Plant-50th Attached Item Not Displayed in Other Plant Items (SDR:44014 ) If there were 50 or more items attached to a Plant Item then the 50th item was not being displayed in 'Other Plant Items'. This has been rectified. Key Data Module/Function: PLT M133 Plant Maintenance - WO Bulk Cancel (SDR:44187 ) When doing a Bulk Cancel on Scheduled PM Work Orders, the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 45 . Plant Maintenance continued... message box after the process will also show a count of Work Orders not cancelled as they are related to Work Requests Key Data Module/Function: PLT M134 Plant-Work Request Screens (SDR:44197 ) The functions 'View All Approved Work Requests' , 'View All Rejected Work Requests' and 'View All Defect Work Requests' were only displaying Requests with a status of Entered. This has been rectified. Key Data Module/Function: PLT T011 Request Work - Work Order Access (SDR:44215 ) Using the W/O mode on the Enter Request screen in Plant Maintenance > Request Work on an Approved Request will allow the user to maintain the work order, providing the correct security access has been set up Key Data Module/Function: PLT E053 Maintain Work Order - Material Spares List (SDR:44218 ) In the Quick Pick Slip Issue for the Materials of a Plant Work Order, the SparesList mode will correctly show the Plant Spare List Key Data Module/Function: PROJ M005 Two Find Buttons In Scheduled PM Work Orders Screen (SDR:44278 ) There were two 'Find' buttons in the 'Scheduled PM Work Orders' screen. The redundant 'Find' button has been removed. Key Data Module/Function: PLT M134 Plant-Creation Of Work Requests Not Defaulting Plant Code (SDR:44353 ) If a Plant Work Request already displays a Work Order and a new Work Order is entered then the Plant Item Code was not _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 46 . Plant Maintenance continued... being defaulted from the previous Work Order. This has been rectified. Key Data Module/Function: PLT E039 Selective Work Orders Enquiry - Upper Case (SDR:44409 ) The Reference Code start and end fields will convert any alpha inputs to upper case alpha Key Data Module/Function: PLT E059 PLT M001, PLT E053 (SDR:44503 ) Mode 'Trans', option 'View Transactions', now the 'cost' column information is displayed per the following security setup: If the user is granted with these security access:- SYS S022 and SYS S031, this user is allows to view the cost for payroll related transaction type. If the user is granted with these security access:- SYS S021 and SYS S028, this user is allows to view the cost for non payroll related transaction type. Key Data Module/Function: PLT M001, PLT E053 Report Monitor Points - Reading In Value (SDR:44536 ) If the Readings By value in Maintain Monitor Points is set to "T", the Report Monitor Points will show the Reading In value as a date, otherwise it will be shown as a value. Key Data Module/Function: PLT R025 Plant-PM Tasks Reference Field Not Converting To Upper Case (SDR:44604 ) Entering a valid code in the Reference field of PM Tasks Maintenance resulted in an error because the entered value was not being converted to upper case. This has been rectified. Key Data Module/Function: PLT M080 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 47 . Purchase Order Foreign Shipment Calculate Duty - Stock Rate (SDR:43619 ) A Foreign Shipment Detail with two Work Orders that have the same currency but different currency rates should be able to use the "S" Stock-Rate option for Calculate Duty when doing a Goods Received on the shipment Key Data Module/Function: PO M102 Purchasing-Purchase Order Layout 'DC' Header Code (SDR:43658 ) The Purchase Order print program was not processing the layout code 'DC' - Supplier Type. This has been rectified. Key Data Module/Function: PO M006 PO - Warehouse Replenishment And Sales Type Default (SDR:43864 ) The default sales type on a sales order is controlled by the setting of the 'Type Default' in Sales Order Entry/Edit procedures. If the setting of this flag is 'W' or 'B' then the sales type should reflect a warehouse value. In the Warehouse Replenishment function when transfer sales orders are being created the sales type is populated with a territory value. This causes problems if the transfer sales order has to be maintained, as a warehouse sales type is expected. The creation of transfer sales orders by the replenishment process will now check whether the default type is by warehouse and populate the record accordingly. Key Data Module/Function: PO M047 Major Function Flags:- -Type Default in Order Entry/Edit -procedures = 'W' or 'B' Maintain Purchase Orders - Goods Receipt (SDR:43905 ) The conversion factor to convert received quantities to the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 48 . Purchase Order continued... stock base unit of measure as stored in the purchase order line is cleared during goods receipt. This has now been rectified. Key Data Module/Function: PO M006 RF Goods Receipt by PO (SDR:43938 ) Zero divide error is generated when the tax amount of the split purchase backorder is calculated upon RF partial goods receipt of the original purchase order with total ordered amount equal to zero. This has now been rectified. Key Data Module/Function: PO R039 Find Item While Entering Purchase Order Lines (SDR:44006 ) Under certain conditions while using 'Find Item' during 'Line' mode in the 'Enter Purchase Order' screen, the program might add order lines from another purchase order. This may happen if 'Find Item' is used to locate an item that does not exist in the current purchase order. This has been fixed. Key Data Module/Function: PO M011 Goods Receipt Not Displaying Unit Description (SDR:44180 ) With this change, enter received quantity during goods receipt will now display unit description. Key Data Module/Function: PO M101 Backorder from Partially Received Purchase Order (SDR:44186 ) Backorder created upon update of a partially received purchase order using alternate unit uses a different conversion factor of the alternate unit from the original Similar problem occurs when a purchase order is put into in-transit status. The wrong conversion factor is used when ordered quantity is changed from on-order into in-transit status. This has now been rectified to ensure that in both cases the conversion factor of the original purchase order is being used. Key Data Module/Function: PO M006 Invoice Receipt Purchase Order With Multiple GL Accounts (SDR:44200 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 49 . Purchase Order continued... Split Purchase receipt special lines on purchase order with multiple GL accounts was incorrectly posting to the wrong account, instead of the nominated GL accounts. This has now been corrected. Key Data Module/Function: AP T020 Major Function Flags:- -Allow 'On Order' Invoicing = '0' Purchase Order / Transfer Cross Docking (SDR:44202 ) Purchase orders that have been cross docked to transfer sales orders can have the purchase order in the supplier UOM and the sales order in the stocked UOM. When the supplier UOM and the Stocked UOM were different the purchase order update and cross dock process was not allocating the correct quantity to the transfer order and not moving the correct quantity from awaiting putaway to the cross dock locations. This has been rectified. Key Data Module/Function: PO R039 Major Function Flags:- -Raise PO from SO > 0 -, Whse - Inwards - Cross Docking = '1' RF Goods Receipt (SDR:44217 ) Rf Goods receipt of Lot Tracked items was adding to inventory multiples of the received quantity, if the same lot number was entered multiple times for the same purchase order line. This has been corrected. Key Data Module/Function: PO R039 Major Function Flags:- -RF Allow Accum Receipts = YES Outstanding Purchase Order Report (SDR:44275 ) The Receipt Date has been added at stock level for purchase orders where the goods have been received. The heading Delivery Date has been changed to Delivery Due Date as it is the due date which is printed in the report. Key Data Module/Function: PO R004 Local Manual Statement (SDR:44285 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 50 . Purchase Order continued... In the Bank Entry Statement, for a 'U' type transaction, the details should default to Unpresented Deposits. Key Data Module/Function: AP X014 Cross Docking - Only Appropriate for Advanced Warehouses (SDR:44292 ) Attempts to cross dock purchase orders for non-advanced warehouses will now be prevented. Key Data Module/Function: PO M001 Received Quantity For Blanket Orders After Goods Receipt (SDR:44387 ) When making a 'Purchase Order Enquiry' on a blanket order after goods receipt, the 'Backorder Summary for Purchase Order' screen will display incorrect quantities. If a partial goods receipt was made on a blanket order, some of the items might display 0 'Received Total' in the 'Purchase Order Lines' enquiry screen even when the item previously had received quantity. These issues have been fixed. The 'Backorder Summary for Purchase Order' screen will now display the correct 'Qty Received'. The remaining fields ('No of B/O', 'Orig. Qty Ordered' and 'Still on B/O') will be 0 as they are irrelevant to blanket orders. The 'Purchase Order Lines' screen will now display the correct 'Received Total' irregardless of whether a full or partial goods receipt is made. Key Data Module/Function: PO E039 PO M101 Created a warning message if no Supplier Purchase Statistics (SDR:44472 ) If no Supplier Quality Performance Statistics exist, instead of displaying the previous figures, display a message stating that there are none. Key Data Module/Function: AP M053 Purchase Order Receipt via RF - Accumulation Allowed (SDR:44529 ) Reentry of the received quantity in the receive by purchase order rf screen now redisplays all quantities correctly. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 51 . Purchase Order continued... Key Data Module/Function: PO R039 Major Function Flags:- -Purchasing: RF Receive Allow Accum = Y _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 52 . Point of Sale POS - Suspended Orders Delete To Include "Z" type line items (SDR:39816 ) The suspended orders delete option has been amended to include suspended orders that have only "Z" type line items or no line items at all. The suspended orders delete option can be accessed via menu POS/management functions (POS M009). Path :- POS -/Menu:POS, /Menu:cashdrawer maintenance -, /Menu:Delete Suspended Orders Point of Sale Reprint (SDR:39929 ) There were some issues when trying to reprint a consolidated docket/invoice when a transfer order had been raised. These should now be corrected. Key Data Major Function Flags:- -Point of Sale Operating Mode = 6 -, Supply from other Warehouse = 'T' Path :- Point of Sale -/Menu:Point of Sale (POS M017) Point Of Sale - REPRINT - Customer Commitments (SDR:40956 ) If an order which had been split (due to some goods being backordered) was subsequently printed using the "REPRINT" option in point of sale, the customer commitments were being calculated incorrectly. This only occurred if the original order had been updated and the split order had not. This has been corrected. Key Data Major Function Flags:- -as for Weekends Only Path :- Point of Sale -/Menu:Point Of Sale Entry Sales Lines On Pickup And Backorder Are Not Split Off (SDR:41401 ) When doing a Sales transaction, any lines that are on Backorder and also have a Despatch Method of Pickup, are no longer split off to Suffix orders. This prevents Blank Sales Orders being created. Path :- Point of Sale -/Menu:Point Of Sale Entry POS-Display Of Promotionally Priced Kit In Stock Selection (SDR:42874 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 53 . Point of Sale continued... Two changes have been made under this SDR. 1) In Maintain Special Pricing functions. When entering a promotion for a kit stock item the system will not calculate and display a price in 'Inc Tax Price'. Instead it will display 'N/A for Kit item'. If the Inventory/Stock Price Entry Default flag is set to 1 then the system bypasses the 'Price/Disc %' field and prompts for a value in 'Inc Tax Price'. However for a Kit item the system will behave as if the flag is set to zero ie prompt at the tax exclusive field and not the inclusive field. Module/Function: INV M112 2) The second change involves the selection of a Kit item in the stock selection screen in Point of Sale entry. If a customer has been identified and a promotion exists for that customer/kit combination then the 'Price' field in the stock selection screen will display 'N/A'. Key Data Module/Function: POS M017 Major Function Flags:- -Inv/Stock Price Entry Default, System Tax = L Point Of Sale - Keyword Searching (SDR:43306 ) When entering the hotkey 'CUS' in Point of Sale Entry and entering several key words to search for, there was a problem that an account could be listed for each match of keyword entered. This has now been corrected so that an account is only listed once, regardless of how many times a accountcode is match for each keyword. Key Data Module/Function: POS M017 Major Function Flags:- -Point of Sale Used = '6' Point of Sales - Change Amount for Multiple Tendered Amounts (SDR:43842 ) Change amount is not calculated correctly when multiple tendered amounts are entered as it only bases upon the last cash tendered amount. This has now been rectified. The change amount is set to be the difference between the invoiced amount and total paid amount. Key Data Module/Function: POS M017 POS Receipt - GF Invoice Round Off Amount (SDR:44054 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 54 . Point of Sale continued... When using the "GF" Invouce Round Off Amount in a report layout, it should now show the transactions with a "JE" Invoice Rounding Type Key Data Module/Function: POS X021 Bank Pay In Slip Now Confirms all POS Batches as Required (SDR:44195 ) If the bank pay in slip is for POS batches, makes sure that the if the batches don't match, they are marked as not-valid. Key Data Module/Function: AR R035 Point of Sale - Cash Receipt Entry (SDR:44273 ) This program was not originally designed to enter the Receipts using the Invoice Number as the starting point. However, the code did not force the user to enter the Order number, and then allowed the entry of the Invoice Number. Unfortunately, under these circumstances, the system did not retrieve certain data or reset some flags, causing the processing to believe it was actually entering one large receipt of multiple payments on a layby. This meant that each receipt printed, was an accumulation of all preceeding receipts. The problem has been addressed, and now if the Receipt is entered using the Invoice Number as the initiating key, the processing should complete correctly. Key Data Module/Function: POS M023 Point of Sale (SDR:44296 ) If a clash existed between an Inactive tender type and a stock code, a message was reported that the tender type was not active, then inserted the stock line. The warning message has now been removed if the tender type is inactive. Key Data Module/Function: POS M017 Major Function Flags:- -Point of Sale Operating Mode = 6 Corrected possible batch closure issue in POS mode 5 (SDR:44347 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 55 . Point of Sale continued... Added further checks to the system to confirm that the current batch was still open, so if it had been closed in another session there wasn't a posting issue to a closed batch. Key Data Module/Function: POS M026 Days field now stored in batch sequence (SDR:44385 ) When saving the Delete Suspended Orders report to a batch, the days were not being stored, this has been resolved so that the days are now being stored to the sequencei. Key Data Module/Function: POS M009 POS - Added new flag to BPS column for tender types (SDR:44427 ) Added a new flag option for the Bank Payin Slip (BPS) column, a 'P' can now be used to not print on the BPS but to post to the gl-cash-transactions object so that the usual bank reconcilation process can be carried out on it. Previsouly if the BPS flag was set to N to not show on the BPS, it wouldn't post to the gl-cash-transactions either and therefore wouldn't appear in the bank reconciliation. Key Data Module/Function: AR M003 Point of Sale Rounding (SDR:44431 ) A small rounding issue was occuring in Point of Sale when using the Rounding Method 'D' which posts a direct journal to a customer account rather than writing a ZROUND line on the sales order lines. If the order was to be rounded down, i.e. $40.02 down to $40.00 it was not creating this journal entry. This would have caused a debtor inbalance, as Invoice would be posted at $40.02 and Cash Receipt would have gone through as $40.00 Please note, that rounding up still worked correctly. I.e. If order was $39.98 up to $40.00 it was correctly posting the 2cent rounding journal. Key Data Module/Function: POS M017 Major Function Flags:- -Point of Sale Operating Mode = 6 Point of Sale (SDR:44479 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 56 . Point of Sale continued... In Screen Type 3 - Gui Interface, the default image was not being displayed correctly. This has been fixed. Key Data Module/Function: POS M017 Major Function Flags:- -Point of Sale Operating Mode = 6 Point of Sale Credit and Recharge Refunds (SDR:44480 ) POS Refund type 'L' - Line Level Refund, allows for a Credit and Recharge option. When used this option should not allow users to void individual lines or change prices. If the user did it could cause issues with costs, etc. The program has been changed so that users can not change the lines on an order once a Credit and Recharge Refund has been choosen. Key Data Module/Function: POS M017 Major Function Flags:- -Point of Sale Operating Mode = 6 Corrected Storage of POS Options (SDR:44575 ) The storage of the POS cash drawer options for Prod/Desc on Sus and COD Refunds to Acc. was incorrect, this has been changed to store the correct values. Key Data Module/Function: AR M022 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 57 . Rental Rental Territory Rules Table (SDR:43738 ) For Canadian Tax System, the Rental Territory Rules Table Maintenance Screen will allow the user to select the 'TW' provincial tax code when the F2 Help is selected. Key Data Module/Function: RENT M019 Rental-Invoicing Not Including Extra Charges On Contract (SDR:44357 ) A Rental Contract can have Extra Charges eg Transport , Freight placed on that contract. The invoicing procedure was not picking up these items and subsequently they were not included in the Sales Order. This has been rectified. Key Data Module/Function: RENT M020 Unrelated Items May Appear In A Rental Contract (SDR:44401 ) If a serial item is added to a sales order which has the same order number as the contract number of a rental contract, it is possible for this serial item to appear as an item in the rental contract. This has been fixed. Key Data Module/Function: RENT E003 RENT M023 Rental-Termination Of Serials And Invoice Options (SDR:44435 ) If a termination date is entered that falls within an invoice period the system informs the user that no final invoice is required. There was an issue where if the user arrowed up to the Termination Date field and then entered a date greater than the invoice period, the options to to create a final invoice were not displayed. This has been rectified. Key Data Module/Function: RENT M028 Rental-Assigning Serials For One-Day Contracts (SDR:44556 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 58 . Rental continued... The use of the Assign mode when selecting a serial for a one day Rental contract was returning the error 'Date must be equal to or greater than contract start date'. This has been rectified. Key Data Module/Function: RENT M015 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 59 . Sales Reports SALES - Budget Reporting In Custom Sales History (SDR:43977 ) In the custom sales history module it is possible to create a report to show budget information. If the period held on the stock ledger is 12, budget information reported relates to the previous financial year rather than the period required. Other period values are not affected. Key Data Module/Function: SALE R070 Sales Order-Archived Order Enquiry By Specifying Parameters (SDR:43997 ) If the only parameter entered in this screen was Account (Customer Code) then the display of Sales Orders is for the most current Sales Order to be displayed at the bottom of the screen. If the 2 parameters entered ,Account and Item, were entered then the display of Sales Orders was for the most current Sales order to be displayed at the top of the screen. A change has been made to make the latter consistent with the former. Key Data Module/Function: SO E047 Sales-Heading Of Sales Order Status Report (SDR:44103 ) If 'F' for finished orders is entered in the field 'Status Codes' of this report then the Heading column 'Order Date' has been changed to 'Invoice Date'. Key Data Module/Function: SO R115 SALES - Budget Reporting In Custom Sales History (SDR:44145 ) The creation of custom sales history reports can be specified to include or exclude lines with blank values. Under some circumstances when the history was reported in period format, blank values would report in contradiction to the specified criteria. This generated unnecessary pages in the report output. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 60 . Sales Reports continued... This issue has been addressed and lines with blank values will be excluded if required. Key Data Module/Function: SALE R070 Merging Territory And Date In Detailed Analysis Report (SDR:44192 ) When the Customer Sales - Detailed Analysis report is run in report sequence "C" (Report in Customer sequence) and report mode "F" (Full detail), the sales date ('Date' column) was merging with the territory code ('Terr' column). There is now a gap between the sales date and the territory code to improve the report's legibility. Key Data Module/Function: SALE R056 SALES - Truncation Of Values On Actual To Budget Report (SDR:44282 ) The Actual To Budget report can be run for the actual budget or the full year of budgets/forecasts. Among the criteria is to print the report in compressed format. If the report is run for the full year of budgets or forecasts, the report output is different depending on the setting of the 'Compressed Report' flag. When the compressed report is not selected the budget or forecast values appear to be truncated. The quantities are not affected. This issue has now been addressed. Key Data Module/Function: SALE R001 Automatic Sales Order Update (SDR:44485 ) PRONTO allows custom programs to process sales orders that have been updated by reading a file that stores the recently updated sales orders, using program overrides (see Table Entry below) to point to these custom programs. If this was used in conjection with the Automatic Sales Order Updating there may have been instances where these custom programs may have been termintating abnormally because the file storing the sales orders was not being created. This has now been corrected. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 61 . Sales Reports continued... Key Data Module/Function: SO M134 Major Function Flags:- -Sales Order Processing Used = Yes Table Entry:- -Program Override -"SO_INVUPD" = Or -"SO_INVUPD2"= _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 62 . Service Call & Contract System Service Contract Invoicing (SDR:42673 ) Create public procedures to allow for the use of custom programs using alternative serials to generate sales order and invoice numbers. Key Data Module/Function: SERV M296 Service Aged WIP report (SDR:43411 ) A Service Aged WIP report is now available. This report shows the current WIP for a Call Number. It also has sub totals by Call Type and Branch. Key Data Module/Function: SERV R001 Major Function Flags:- -Service Used = 2 Service WIP Enquiry and Report (SDR:43412 ) A new report (PROJ R002) and Enquiry Screen (PROJ E009) has been created to show Jobs that have mixed WIP and non WIP cost categories. Key Data Module/Function: PROJ E009 Major Function Flags:- -Service Used = 2 Call Maintenance - Entry of Notional Engineer Transaction (SDR:43752 ) Notational engineer transaction do not affect the start and finish time of an engineer, but it still sets the engineer status. This causes a service call integrity error as the engineer status may be set to 'start' or 'stopped' but no actual time has been recorded. This has now been rectified such that the engineer status will remain unchanged if no actual job has started. Key Data Module/Function: SERV T003 Service-Quote Creation Not Validating Van Warehouses (SDR:43776 ) There was an issue when after selecting a valid van from a _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 63 . Service Call & Contract System continued... warehouse the system displayed a message that the van was not valid for that warehouse. This has been rectified. Key Data Module/Function: SERV M116 Service Contract Reports Drill-Down (SDR:43789 ) When an XML contract report is displayed, the user can click on the contract number to drill-down to the original contract. There is a background program which is used by this function to point the drill-down either to the Service Contract enquiry screen, or to the Rental Contract enquiry screen. This program was a Rentral program, and if the user was not authorised to use the Rental System, the drill-down on Service Reports failed. A new program has been created to do the directioning for the drill-down. It resides in the 'sys' directory, and can be accessed by all. This means that the drill-down should now function correctly from Service even if Rental has not been purchased. Key Data Module/Function: SYS E007 Technical Reference/Dict. Changes Service-Engineer Transaction Attended Time (SDR:43984 ) There was an issue where the Include Travel Time for a Service Centre was set to 'N' . The attended time was being set to the start time of the Travel (type) transaction and not that of the Work (type) transaction. This has been rectified. Key Data Module/Function: SERV T003 Table Entry:- -Service Centre Travel(Include Travel, Time) Customer Creation Through Create Service Contract Screen (SDR:44009 ) When a new customer is created through the 'Create Service Contract' screen, the user will now be prompted to enter the customer territory. This eliminates the possibility that a new customer might be created with blank territory and potentially render that customer record unmaintainable. Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 64 . Service Call & Contract System continued... Module/Function: SERV M085 Major Function Flags:- -Service System Used not equals "N" Service-Entry Of Service Centre For Cancelled Call (SDR:44019 ) A Service Centre must now be entered if the User has been allocated a Call Number but has cancelled the call before a Service Centre has been allocated. Key Data Module/Function: SERV M116 Service-Copy Of Tasks Associated With PM Routines (SDR:44050 ) In Equipment Pricing Maintenance a new routine can be entered against a piece of equipment. The option of adding this routine to existing contracts created with this piece of equipment was not copying the tasks associated with the routine to the contract. This has been rectified. Key Data Module/Function: SERV M101 Service-Use Of F4 Key In Selective Call Enquiry/Maintenance (SDR:44086 ) There was an issue where if an engineer code was entered and then the F4 function key pressed before the Status field was accessed, no calls were selected for display. This has been rectified. Key Data Module/Function: SERV E079 Service-Selective Call Maintenance By call Number Is Slow (SDR:44211 ) This function was selecting all calls and as such was very slow. A filter on Call Number has been added to the selection criteria to increase the efficiency of this function. Key Data Module/Function: SERV M356 Service-Viewing Incomplete Reasons For PM3 Calls (SDR:44219 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 65 . Service Call & Contract System continued... The Reason Code for an incomplete routine was overwriting the Site details. The Reason Code is now displayed in the Finish column with the Site details reinstated. Key Data Module/Function: SERV M075 Log Calls (SDR:44228 ) When a service call is logged and the Notify Option is M for mail, the engineer receives an email but an incorrect error message 'Engineer notification failed' is being displayed. This has been rectified. Key Data Module/Function: SERV M116 Mailing List ( Critical Calls ) (SDR:44255 ) When changing the sequence number of the mailing list for critical calls,the F4 key is used to confirm the change but the changes were not updated. This has been rectified. Key Data Module/Function: SERV M047 Plant-Environment Variable PWOPREFIX (SDR:44276 ) The prefix associated with the environment variable PWOPREFIX was being used to preceed the scheduled order when a new order was created. This has been rectified. Key Data Module/Function: PLT M134 Project-Cancelling Variance Order Not Updating Commitments (SDR:44281 ) The cancellation of a Variance Purchase Order that was raised for a project was not updating the commitments on that project. This has been rectified. Key Data Module/Function: PROJ M117 Call Maintenance by Call Number (SDR:44289 ) When selecting the hold reason,a misleading message was displayed. This has been rectified. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 66 . Service Call & Contract System continued... Key Data Module/Function: SERV M096 Service-Contact Income Posted To Current Instead Of Future (SDR:44376 ) If the GL was set to a previous period than the other ledgers in Period Processing Dates then the Contract Income was being posted to the current period instead of the future period of the GL accountcode that Contract revenue pointed to. Key Data Module/Function: SO T017 Filtering Call Details Report By Engineer (SDR:44394 ) The 'Call Details' report was not properly filtered by engineers when values were specified in the 'Start Engineer' and 'End Engineer' report options. This has been fixed. When the 'Call Details' report was generated with report sequence "E" (Engineer), the report might display the incorrect engineer name for certain engineers. This rare bug has also been fixed. Key Data Module/Function: SERV R019 Job-Allowances With Rate Of Zero Displaying Incorrectly (SDR:44399 ) An allowance can be tied to a Project-Work Rate combination. Its rate can be set to zero. When a timesheet was entered for this Project-Work Rate then the rate was been incorrectly displayed ie was picking up a rate from other allowances. This has been rectified. Key Data Module/Function: PROJ M154 Service-Material Markup Screen Display Of Current Data (SDR:44423 ) On selection of Materials Markup the screen was in Find mode. The result of this was that existing markups were not displayed. Even after escaping out of Find mode existing markups were not displayed. A change has been made that existing markups are displayed on entry to this screen. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 67 . Service Call & Contract System continued... Key Data Module/Function: SERV M048 Service-Sales Order Update Not Updating Project (SDR:44447 ) Data within the object job-cost-transactions was not being written to by the Sales Order Update process. This resulted in amounts being zero on the Project header 'Invoiced' field and with Actuals/Transactions. This has been rectified. Key Data Module/Function: SERV M297 Service Cost Category Maintenance (SDR:44577 ) The maintenance fields Service Centre and Call Type have been modified to automatically convert lower-case characters entered in the fields to upper-case characters to confirm with the tables behind the fields. Key Data Module/Function: SERV M020 Service-Billable Hours Defaulting To Zero (SDR:44579 ) There was an issue where if the Service Centre Travel flag was set to N, then the Billable Hours was defaulting to zero and not the Actual Hours when entering an engineer transaction. This has been rectified. Key Data Module/Function: SERV T003 Service Contract Maintenance (SDR:44582 ) One of the modes on the Service Contract Maintenance screen allows the user to [Remove] a contract. When this is done, a report is generated. If XML is active, the user can then drill-down on the contract number. However, the drill-down was directed to the current contract file, and the contract had already been archived. This caused a 'Lost' contract message to be displayed. Now, the drill-down process checks both the current and archive files. Key Data Module/Function: SERV M118 Full Call Enquiry Screen (SDR:44615 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 68 . Service Call & Contract System continued... The Full Call Enquiry Screen will correctly run the second screen. Key Data Module/Function: SERV E005 Call Maintenance (SDR:44628 ) If the service centre travel flag is set to Y on the SL Table and a timesheet transaction is entered against a service call, the travel time will be billable. If the flag is set to N, then the travel time entered will not be billable. If the engineer transaction is entered thru the mode 'Eng-Trans' or 'Trans' in Call Maintenance Screen, the above should still apply. Key Data Module/Function: SERV M315 View Call Completion List (SDR:44649 ) No call detail is displayed when requery mode is selected. This has now been rectified. Key Data Module/Function: SERV M002 SERV M005 SERV M006 View Call Completion List (SDR:44650 ) Priority column does not display the correct information when viewing the call details in the Call Completion screen. It displays the call status instead of call priority. This has now been rectified. Key Data Module/Function: SERV M002 SERV M005 Service Aged WIP Report (SDR:44668 ) The Service Aged WIP Report "Logged" column has been changed to the correct column label of "Required/Start Date". Key Data Module/Function: SERV R001 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 69 . Sales Order Invoice/Picking/Quote Layout (SO M215) (SDR:40295 ) Now user can use field code 'GY' to print the vessel name. Path :- Administration (SYS X002) -/Menu:System Administration (SYS X001) -, /Menu:system Codes & Messages (SYS X039) -, /Menu:Layout Maintenance (SYS X051) -, /Menu:Invoice/Picking/Quote etc layo, /Mode:Extra -, /Menu:Load Field Codes POS Deposit Entry Receipts (SDR:41161 ) The Standard deposit entry receipts print program was not allowing the capability to print direct using the environment setup RECEIPTrrr, where rrr is the rep code. This has now be rectified. Key Data Major Function Flags:- -Sale Order Processing Used Table Entry:- -POSREC=so/m55receipt Path :- Point Of Sale [POS/X001] -/Menu:Point Of Sale Deposit Entry [POS/M025] Update Customer and General Ledger (SDR:41961 ) In the backorder split, the note lines for tally items were not displaying the correct shipped and backorder quantities. This has been rectified. Key Data Module/Function: SO T017 Invoice Reprinting (SDR:42158 ) If an ordered item cannot be filled completely, the unshipped items can be put on back-order. Prior to completing the original order, the back-ordered items are split off to a separate order. At this point in time, the back-order quantity on the original order is set to ZERO, else the system would assume that it required double the stock item to fill the complete order. After the original order is updated, it is archived. If it is necessary to reprint the invoice generated from that order, it was not exactly the same as the original invoice because the back-ordered items were not shown. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 70 . Sales Order continued... This is an attempt to reprint the original invoice exactly, however it relies on a number of points being true: (a) the order was split when the status was "80" ie 'ready-to-update'. (b) the sequence number on original order and back order match. ie lines have not been added, deleted or moved. (c) order quantities have not been changed in any way since print of original invoice. (d) original backorder created still exists in the sales order file or archive. (e) the original order has been updated and archived. NOTE: If the order is split directly after printing the invoice, and the UPDATE has not taken place, any reprint of that invoice will show ZERO backorder quantities. NOTE 2: This change will only effect sales orders which have been split AFTER the new version of programs contained in this SMR have been loaded to the system. To make the outlined changes it is necessary to store the status of the sales order at the time it is split. Existing sales orders will not have this data available, nor is it possible to calculate this from anywhere. Key Data Module/Function: SO R028 Purchase Tracked Item With Negative Quantity On Hand (SDR:43004 ) This change corrected an inventory integrity issue reported as a result of despatching a sales order with a purchase tracked item, for a quantity that is more than what is available for sale. Key Data Module/Function: SO M287 Major Function Flags:- -Stock Override = '0' ScanPack - Kit Shortage (SDR:43035 ) PRONTO did not handle the kit shortage properly. This has been rectified. Please also note that there are some restrictions as follows: 1> the ratio on the kit component to the kit must be whole integer 2> no oversupply is allowed for kit components 3> all kit components must be in one pick job 4> PRONTO does not support consolidated pick process _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 71 . Sales Order continued... Key Data Module/Function: WHSE M013 Split of On Hold Sales Order (SDR:43633 ) Status of the split sales order resulted from update of a partly received purchase order which is linked to an on hold sales order is set to 'Backorder'. This has now been rectified such that the status of the split sales order is set to On Hold, same as the original sales order. Key Data Module/Function: PO M006 Stock Item Style and Length (Issue Codes 'A') Enquiries (SDR:43634 ) If using this method to store lenghts for stock items the stock item enquiry screen (Option '9') was not allow more than 100 length codes to be viewed. This has now been made infinite. Key Data Module/Function: INV E001 Major Function Flags:- -Inventory Used =Yes Table Entry:- -Stock Issue Control Codes = 'A' Enquiry by specifying parameters (SDR:43684 ) Where a sales order has been raised for an internal customer via Quick Pick Slip Issue and the sales order is amended via Enquiry by Specifying Parameters using the 'Change' mode,removing items from the sales order lines, the GL batch created is out-of-balance.This has been rectified. Key Data Module/Function: SO E024 EDI File Dimensions Specification (SDR:43731 ) When despatching a Sales Order and inserting Package Measurements (one or multiple packages), the values entered will be correctly translated in the SID file generated by the EDI process. The output will comply to the SmartFreight ASCII Full Import Interface specification Key Data Module/Function: SO M287 Sales Order Update Custom Hook Protection (SDR:43788 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 72 . Sales Order continued... The existing hook SO_UP_CHK that is available to use which calls a custom program to determine whether a sales order can be processed by the Sales Order Update program has been improved to ensure that if the custom program fails, the update process will stop. This has been done by requiring the custom program to return a positive value, e.g. 1, to the Sales Order Update program to denote that the custom program has successfully completed. Key Data Module/Function: SO T017 Table Entry:- -PR SO_UP_CHK Technical Reference Existing custom programs that use this function must be changed to include a returning value. SOP - Project Issue Item Price Not Matching Price Code (SDR:43809 ) Entering items on a project issue order, will display the item price corresponding to the customer's price code, rather than the wholesale price. The sales order price code will thus be ignored for the customer's price code, giving a more accurate price on the order lines. Key Data Module/Function: SO M001 SO - Price Enquiry Based On Customer Price Level (SDR:43831 ) For a customer price enquiry, if the customer has a specific price level setup, the notational price on the enquiry line will reflect this price level. Key Data Module/Function: SO E063 Additional Stock Notes For Layouts (SDR:43875 ) Additional Stock Notes ("TM", "LF", "LE", "LG", "LI", "LS", "PE") can now be defined in the line details of the Invoice Layout and the Warehouse Picking Slip Layouts. Key Data Module/Function: SO M215 WHSE M001 Importing Sales Order - Bill To Consolidation Frequency (SDR:43876 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 73 . Sales Order continued... When using the Sales Order Import function in importing a Customer with a different Bill To setup, the Posting period of the new Sales Order should set to '96' if the Bill-To account's Consolidation Frequency is not equal to 'R' (No Consolidation) or SPACES. Key Data Module/Function: SO M068 Major Function Flags:- -SO Processing > Allow Post Dating = 3 Consignment Order Status (SDR:43901 ) When processing a Consignment Order through Backorder Allocate, the status should change from 'Consignment Ready to Pick' to 'Consignment Ready to Update'. It should not change to a Normal Sales Order's 'Ready to Update' status Key Data Module/Function: SO M023 Transfer Sales Order - Split of Picking Locations (SDR:43906 ) Picking location record is not transferred to the split transfer sales order created when stock has to be supplied from another warehouse in a transfer sales order. This has now been rectified. Key Data Module/Function: SO M001 RF Stock Location Enquiry (SDR:43913 ) RF stock location enquiry has been modified with the following conditions, 1. If user warehouse is changed, only locations from the user warehouse are displayed. 2. If user warehouse is not defined, then locations from the defined default warehouse are displayed. 3. If both user warehouse and default warehouse are not defined (i.e set to SPACES), then locations from all warehouses are displayed. In all cases, ZINVOICE locations are not displayed. Key Data Module/Function: SCAN E005 Editing Despatch Quantity For "L" Or "Z" Type Items (SDR:43919 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 74 . Sales Order continued... The despatch quantity for "L" or "Z" type items can now be changed during sales order despatch. Key Data Module/Function: SO M287 Update Customer and General Ledger (SDR:43925 ) In the Canadian Tax System,when a sales order is raised for a foreign customer and the sales order final currency rate is set to ZERO, allowing the system to set the rate, the tax amount is not converted. This has been rectified. Key Data Module/Function: SO T017 AAE Electronic Consignment Transmission File - PC Version (SDR:43972 ) When using the "PC Carriers Own System" file format the address details were being corrupted if the suburb name was elsewere used in the body of the delivery address. Also the postcode field was not being populated in the file. When the payee of the freight was nominated to be the receiver the system was not obeying the Carrier mappings setup. All these issues have been corrected. Key Data Module/Function: SO R122 Major Function Flags:- -EDI Used = Yes -Sales Order Processing Used = Yes -CarryLink Used Technical Reference/Dict. All EDI Trading Partner, Mailboxes and Documents need to be set for this to work as intended. SO - Order Status Report Printing In Non XML Format (SDR:43973 ) The Order Status report can be run a variety of ways, with each showing particular information relating to an order. In detail mode, when a report sequence of Order, Warehouse or Territory is selected, the 'Total Order' column should display two decimal places. Using the non-XML format caused these values to be displayed with only one decimal place. The XML format was not affected. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 75 . Sales Order continued... This issue has now been addressed. Key Data Module/Function: SO R115 Consignment Order Processing - Inventory Integrity (SDR:43985 ) This change corrected the integrity reported as a result of converting consignment to invoice for an item in a type 3 warehouse with outstanding invoices. i.e. orders with the status of 'Rdy to Print Invoice'. Key Data Module/Function: SO M174 Sales Order Credit Exchange (SDR:43998 ) Quantity cannot be entered in the Allocate Batch/Lot Quantity screen as the default quantity to be allocated is not initialized correctly. This has now been rectified. The picking locations are not split between the credit note and exchange sales order created from a finished sales order of a lot tracked item from an advanced warehouse. They are all put under the credit note and this stops the credit note from updating. This has now been rectified by splitting the picking locations. Key Data Module/Function: SO M334 Sales Order Processing - Cutom Special Pricing Discounts. (SDR:44011 ) PRONTO allows Stock Item prices to be customised by various means by settng up a price rule and choosing one of the following methods '0'->'4' Wholesale price levels 'R' Retail price 'C' Sales Order line cost 'E' Replacemnet cost 'S' Sales Cost 'L' Warehouse Last cost In some instances the original unit price taken from these methods was accurate to two decimals places but and upon applying the discount, the resultant unit price could have calculated out to more than two decimals places of accuracy. In this scenario rounding issues became apparent when comparing the ordering of quantites of one and ordering greater quantities. This has been addressed by PRONTO by keeping the decimal _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 76 . Sales Order continued... accuracy of the original unit price. So that if the unit price was two decimal places, the resultant discounted price will remain at two decimal places. Key Data Module/Function: SO M001 Major Function Flags:- -Sales Order Processing Used = Yes Allocate Stock to Backorders (SDR:44018 ) Backorder for a dedicated zone stock cannot be released if stock has been allocated to forward orders in the case that "Available Stock For Sale" is set to 1 (i.e. counting forward order quantities as available). This has now been rectified to take into account forward quantities. Key Data Module/Function: SO M069 Receive RMA into Warehouse (SDR:44028 ) When a RMA sales order line is edited to ZERO quantity, the sales order line will not be deleted as a new sales order with suffix is created. When printing the RMA sales order, the backorder information will not be printed to avoid duplication of sales order lines. Key Data Module/Function: SO M182 CRM Quote Maintenance - Quote Valid Until Field (SDR:44055 ) When using the Revise Mode in Quote Maintenance, the Quote Valid Until field value should be ahead by how many days the SOQUOTEDAY environmental variable has been set to Key Data Module/Function: SO M122 Customer Price Enquiry (SDR:44060 ) Incorrect pricing is returned the second time when quantity is changed in the case that Company Mask by Item Code special pricing is set up for the bill to company. This is caused by losing track of the bill to company when user enquires for the second time. This has now been rectified. Key Data Module/Function: SO E063 TOLL 1250 EDI Electronic Transmission File. (SDR:44065 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 77 . Sales Order continued... TOLL transmission file requirements state that if their type '2' service was being used that the Commodity code field needed to be populated. This was not occuring but has now been rectified. Also in some instances the number of line item count was also not being set. This has also been corrected. Key Data Module/Function: SO R122 Major Function Flags:- -EDI used = Yes -Sales Order Procerssing Used = Yes -Carrylink Used. Technical Reference/Dict. All EDI Carrier Trading Partner Mailboxes and Docemnt information need to be set up for this to function as indeded. Incorrect Scanpack Security. (SDR:44095 ) Menu options "1 SSCC Enquiry" and "2 Stock Enquiry" within the scanpack menu(SCAN X001) had incorrect securities set. Security for "1 SSCC Enquiry" has been changed to "SCAN E005". Previously was set to "SCAN E003". Security for "2 Stock Enquiry" has been changed to "SCAN E006". Previously was set to "SCAN E005". SO M001 (SDR:44096 ) ZSHORTSHIP function is now working in XI. Key Data Module/Function: SO M001 Major Function Flags:- -Stock Override = 2 Sales Order Enquiry - Lot Allocation Enquiry (SDR:44113 ) Entry option is provided in the Sales Order Picking Location screen during enquiry of a sales credit note. User should not be allowed to adjust allocated quantities in enquiry mode. This has now been rectified by disabling the entry option in enquiry mode. Key Data Module/Function: SO E007 Sales Order Line Entry of Tally Item with Alternate UOM (SDR:44135 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 78 . Sales Order continued... Using Select Lot Option 1. When allocated quantity is not equal to shipped quantity during lot allocation, the system will ask if the user wants to backorder. If user selects not to backorder, then the backorder quantity will be set to zero. Howvever, backorder quantity entered previously is not cleared from the stock warehouse. This will create an inventory integrity error on the backorder quantity. This has now been rectified by backing out the previous backorder quantity from the warehouse. 2. When "Serial" option is used to allocate multiple lots, the shipped quantity is updated using the wrong unit of measure if the whole lot is allocated. This will create an inventory integrity error on current order quantity. This has now been defined in such a way that sales order line quantities will use the sales UOM if the total allocated quantity is divisible by the conversion factor of the sales UOM; otherwise they will be converted to stock base UOM. 3. If it is a transfer sales order, the on-order quantity of the destination warehouse is not updated when the shipped quantity of the source warehouse is updated without backorder. This will create an inventory integrity error on on-order quantity for the destination warehouse. This has now been rectified by aligning the on-order quantity of the destination warehouse with the shipped and backorder quantities of the source warehouse. 4. System allows user to over allocate quantity even if the required quantity has been allocated. This has now been rectified such that no further quantity can be allocated when all the required quantities have been allocated. Using Maint Picking Loc Option 5. Allocated quantity updated to the lot and stock warehouse is not converted to the base UOM and causing inventory integrity errors on the lot due out quantity, warehouse current order and back order quantities. This has now been rectified to use the base UOM. 6. When lot default is not set, allocated quantity is calculated using the sales alternate UOM and in some case there will be rounding in the calculation of quantities. The calculation of picking quantity based on the lot available quantity does not take into account of this rounding effect and will not align with the stock warehouse and the lot location due out quantity. This has now been _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 79 . Sales Order continued... rectified to take into account the rounding effect. 7. This option only handles entry of positive picking quantity (i.e. taking stock from the warehouse). It does not work for credit note which requires negative quantity to be picked. The entry option is now disabled for credit notes. Other related issues 8. When a sales order line of a credit note is deleted, lot allocations are reversed but leaving empty lots in the system which will cause inventory integrity error. This has now been rectified to check and remove empty lot after the removal of lot allocation. 9. When a credit note is deleted, lot allocations are removed but leavubg empty lots in the system. This has now been rectified by implementing imilar fix as problem 8. Key Data Module/Function: SO M001 Inventory Enquiry - Serial Numbers (SDR:44138 ) Option '0' - serial numbers will now show the detail for transfer sales orders. Key Data Module/Function: INV E001 Setting Default Order Status In Full Order Entry (SDR:44165 ) It is possible to set the default order status in Full Order Entry via the ProScreen tool. However, it used to limit the default to four types of order status. This limit has been removed. Key Data Module/Function: SO M001 Differring Mode Behaviour In Backorder Allocate (SDR:44171 ) Processing results and behaviour when running 'Backorder Allocate' in "I"mmediate mode may be different than running in "B"atch mode, particularly when the 'Auto printing of picking slips' report option is set to "Y"es. This has been fixed. Key Data Module/Function: SO M023 Sales Order Entry - Lot Allocation (SDR:44178 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 80 . Sales Order continued... User cannot exit out of the Lot Allocation from Lot History screen if not all required quantities are allocated. This has now been rectified such that user can exit using the ESC key. If not all required quantities are allocated, the Available Lots/Batches screen will be brought up for further input. Key Data Module/Function: SO M334 Display Of Item Group For Special Lines In Invoice (SDR:44181 ) When a Service Invoice is printed and the invoice layout has 'Item Group' (code "AC") setup in the layout's 'Lines' section, it was printing the incorrect item group for special lines or (where applicable) special charge lines. This has been fixed. This fix also applies to the printing of special lines in invoices created via the 'Sales Order Entry' screen. Key Data Module/Function: SERV M096 SO M001 Major Function Flags:- -'Service System Used' = "2" (for SERV.M096 only) IPEC - Carrier Trading Partner Electronic Transmissions (SDR:44183 ) When selecting a service for this Carrier that required the Receiver to Pay for the delivery, the system was not obeying the Bill-to structure in the Carrier Receiver Mapping. If no receiver code is mapped then the Senders code is used. Key Data Module/Function: SO R122 Major Function Flags:- -Sales Order Processing Used = Yes, EDI Used = Yes SO M091 (SDR:44188 ) The Sales Order Archive process, has cleared additional 1 day archived sales orders, when the No of periods to Retain is entered. This has now been rectiified. Key Data Module/Function: SO M091 Return Consignment To Stock - I/O Error (SDR:44194 ) Prior to this change, returning consignment to stock in an _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 81 . Sales Order continued... Oracle environment, was generating I/O error. This has now been corrected. Key Data Module/Function: SO M174 Tally Item - Lot Allocation and Deallocation (SDR:44199 ) 1. Current order and backorder quantities of the stock warehouse are not updated correctly when a variable length tally item with appended tally note lines in the sales order are under or over shipped and thus create inventory integrity errors on the warehouse current and backorder quantities. This has now been rectified. 2. Lots allocated to a sales order line of variable length tally item are not deallocated when the sales order line is deleted. This has now been rectified to deallocate the allocated lots. 3. Use the "Correct" mode to enter the Tally Entry screen and then escape out of the screen by pressing the ESC key without make any change will result in a sales order line created using the wrong unit. This has now been rectified. Purchase Order on Tally Item 4. Tally note lines are not copying across to the backorder created from in-transit purchase order. This has now been rectified. 5. The stock warehouse on order quantity is not updated correctly when a purchase order of a stock item with the supplier's conversion factor of alternate unit different from the one defined in the multi UOM table and thus create an inventory integrity error on the on order quantity. This has now been rectified to use the conversion factor stored in the purchase order line for the calculation of on order quantity to be reduced. Only if the conversion factor is not found in the purchase order that the supplier's one will be used. Key Data Module/Function: SO M001 PO M006 Credit Note Update - Suspense Account (SDR:44201 ) When updating a Credit Note, with stock put back in a suspense account, in an Advanced Warehouse, the update routine will not look for a valid Stock Location to put the stock back to. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 82 . Sales Order continued... Key Data Module/Function: SO T017 SO - Creation Of Phantom Items In The Configurator (SDR:44208 ) 1) A generic item can have a phantom assembly in its bill of materials. Using the product configurator to create a new item will set the issue control flag of the item to 'H', denoting a phantom item. The item created by the configurator should have the same issue control setting as the generic item. 2) The product configurator can be used to create work orders for manufactured items by selecting option 'B'. This allows the entry of bom information that is then returned to the sales order. When the routing for the bill of materials contains a subcontract entry, the item was not being returned to the sales order, but instead appeared as though it had not been entered. Both of the above issues have been addressed. Key Data Module/Function: SO M001 Lot Allocation - Empty Lot is created (SDR:44209 ) 1. Empty stock FIFO location is created when user does not allocatee any quantity for the selected lot by pressing the ESC key in the "Quantity added to Lot/Batch" screen. This has now been rectified by adding a check upon exit of the screen to remove any empty lot thus created. 2. Allocated quantity of the picked lot in "Available Lots/Batches" screen is not reversed when the picked lot is removed using the "Maint Picking Loc" mode. This has now been rectified. 3. Empty stock FIFO location is created when user exits the "Lot Allocation from Lot History" without allocating all the required quantity and answer 'N' when ask for setting shipped quantity to allocated quantity during creation of credit note. This has now been rectified by adding a check upon update of the lot to remove any empty lot resulted from the deallocation. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 83 . Sales Order continued... Key Data Module/Function: INV T011 SO M334 Project Costing Sales Invoice - Credit Hold (SDR:44210 ) If the Credit Release Officer's Credit Approval Limit is equal to Zero, a Sales Order created in Project Costing where the order total is greater than ZERO will be placed on Credit Hold and the user will not be able to change the status of the order to proceed Key Data Module/Function: SO M334 Printing Consolidated Lines In Manifest Report (SDR:44244 ) If the 'Consolidated Lines' option in a manifest layout is set to "Y" and the layout has the 'Order' section defined but the 'Lines' section is undefined, the manifest report using that layout may print multiple instances of the same order. Additional validations have been placed that will ask the user to define the 'Lines' section (when it's blank) if the 'Consolidated Lines' option is set to "Y". The manifest report will also refuse to run if the report uses a layout with 'Consolidated Lines' set to "Y" but has a blank 'Lines' section. These validations are part of fixes made to ensure that multiple instances of the same order is not printed when the 'Consolidated Lines' option is set to "Y". Key Data Module/Function: SO R122 SO M216 Fast Supplier Invoice Entry - Foreign Type (SDR:44256 ) When entering a foreign currency amount in the Fast Supplier Invoice Entry screen, the amount is automatically converted to the local currency. After setting the GL Account in the Invoice Details, the amount will remain the same. It will not be overwritten by another amount Key Data Module/Function: AP T020 Receive Transfer Orders - Security Access (SDR:44266 ) If the user does not have access to the AR T001 function, they will also be blocked from running the Receive _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 84 . Sales Order continued... Transfer Order and the RF equivalent, S/O Transfer Rcpt > 1 By Order Key Data Module/Function: SO T009 Invoice Date In Print For Credit Note Of Post Dated Invoice (SDR:44307 ) When printing a credit note which has been updated to a finished status and that was created from a sales order that is posting one month in the future, the invoice date may show a period two months (instead of one) into the future. This has been fixed. Key Data Module/Function: SO E007 Major Function Flags:- -Allow Post Dating to Future Period = 1 Sales Order Credit Hold On Shipping Quantity Change (SDR:44333 ) If a Customer's Sales Order exceeds their Limit by editing the SO shipping quantity to a greater number, providing the Credit Commitment Base Major Function Flag has been set to 0, it will set the status of the order to Credit Hold Entered. Key Data Module/Function: SO M001 Major Function Flags:- -SO > Variance > Credit Commitment = 0 -, Check User Limit on Edit = 1 Using Override Program Table Entry SO_PRT_LAY (SDR:44343 ) After specifying a "PR" (Customised Program Codes) code table entry of "SO_PRT_LAY", an error occurred when attempting to use the custom program from within the 'Finished Order Enquiry' screens. This has been fixed. Key Data Module/Function: SO E047 SO E049 Table Entry:- -"PR" table entry "SO_PRT_LAY" Sales Usage and Transfer History (SDR:44344 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 85 . Sales Order continued... Sales usage and transfer history update or rebuild are updated to be performed in the following ways. 1. Component issued to work order is updated to the sales transfer history, not the sales usage history. 2. When sales history is rebuilt, manual transfer of component to the factory is updated to the sales transfer history, not the sales usage history. 3. Manual transfer of lot tracked component between warehouse (not factory) will now be added to the sales transfer history. 4. Return of non lot-tracked component from factory to the component warehouse will only be updated to the sales transfer history, not to the sales usage history anymore. Key Data Module/Function: AR M258 Product Group Posting - Co-Products (SDR:44367 ) For a Work Order on a Co-Product Bill of Material, if a different item is entered into the Work Order lines, the Docket Update process will post the "IN" entry into the correct Special Account Key Data Module/Function: MANU T001 Major Function Flags:- -GL > Inventory By Group = 1 Allocate Work Order to Sales Orders (SDR:44368 ) When raising work orders directly from sales order and then releasing those work orders back to the sales order. The system will now allocate stock to the sales order lines both when the part shipment flag is Y or N and the expected delivery date is greater than todays date. It will also change the status from work order raised. Key Data Module/Function: MANU T014 Printing Sales Order With Notes Line Only (SDR:44371 ) If a Sales Order has notes line only, the printing process _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 86 . Sales Order continued... will allow an invoice to be printed, as it was with the previous version of the application Key Data Module/Function: SO M287 Missing Batch And Lot Information On Invoice Reprint (SDR:44386 ) When an Invoice Layout has the line codes 'CF', 'CG' (or 'FZ'), 'CH', 'CI', 'AI', 'AX', 'BI' or total codes 'FW', 'KG' defined, its values may not be displayed in a reprinted invoice of a sales order (with lot tracked items) in "Finished" status although its values did appear in the original invoice print after sales order entry. This inconsistency has been fixed. Key Data Module/Function: SO E007 Update Customer and General Ledger (SDR:44397 ) When the sales order of type 'N' allocated to a project is updated before the sales order of type 'I', the sales order number is incorrectly populated to the job cost transaction file. This has been rectified. Key Data Module/Function: SO T017 Sales Order Cutting Routine Price (SDR:44416 ) When using the Stock to Send to Customer Cutting Routine, the Stock price will be correctly obtained from the current item entered Key Data Module/Function: SO M001 Goods Received by Order (SDR:44420 ) When an item has a non-blank price category and the region is specified in the PO label print, the labels are not being printed. This has been rectified. Key Data Module/Function: INV R083 SO - Calculation Of Discounts Using Best Pricing Method (SDR:44421 ) Customer discounts can be set up using the Discount Maintenance function or the Special Pricing function, _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 87 . Sales Order continued... denoted with a price/discount setting of 'D'. If the 'Price Method to Use' flag has been set to 'B' (best price) and discounts have been created in both of these areas the calculation of the correct discount to apply can return the wrong result. This issue has been addressed. Key Data Module/Function: SO M001 Major Function Flags:- -Pricing method to use in sales order -processing procedures is 'B' Change Price and Discount of Tally Lines (SDR:44434 ) Change of Price UOM to one different from the default one stored in the 'UD' code table is only used for the first time entry of tally lines and line calculation. The next entry will reload the Price UOM from the 'UD' code table and causes recalculation of line amount using the wrong conversion factor. This has now been rectified to use the input Price UOM stored in the sales order line for all consecutive entry of tally lines. The program does not handle changing of price for one tally line during correction of sales order line. It only works in the entry of new sales order line where tally lines of different prices are split into separate sales order line. In version 402, price is changed via the 'Price' mode. Price change in one tally line will be applied to all tally lines and thus keep the price for the sales order line aligned without the need of creating a new sales order line. However the 'Price' mode is then removed in the XI version and the 'Correct' mode does not handle the split of sales order correctly in this scenario. To rectify the issue, the 'Price' mode is added back to the Tally Entry screen to apply price change to all tally lines. Key Data Module/Function: SO M001 Corrected User Only Date Field extract for layouts (SDR:44439 ) User only date fields that have been added to the dictionary are actually date-time fields. Changed the field codes in the Header of Layouts, XG and XH to extract the date part, and the lines code of XC to extract the date part only. This applies to Invoices etc, Purchase Orders and Customer _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 88 . Sales Order continued... statments. Key Data Module/Function: SO M215 Sales Order Maintenance (SDR:44456 ) Problem 1: If multiple promotional discounts are applicable to the sales order line, the system was only inserting discount records rather than updating. This caused the program to crash with an I/O error. The problem has been resolved. Problem 2: If the mode [Lseq] was used on a sales order line with promotional discounts, the new line sequence was not updated to the promotional discount file. This has also been resolved. Key Data Module/Function: SO M053 Sales Order Despatching - Volume Details (SDR:44489 ) When despatching a sales order PRONTO tries to estimate the total order cartons and volume and does this by using the the shipped quantities for each line on the sales order and divding each quantity by the stock 'Pack Quantity' for the cartons and then multiplying this by the stock 'Pack Cubic Size' for the volume. If the carrier selected for the despatch is set so that the operator needs to enter the total cartons, pallets and order bundles and the operator overrides the total cartons that PRONTO estimates, PRONTO was not attemping to re-estimate the order volume. PRONTO will now re-estimated the volume as a percentage change in the actual total cartons entered over the estimated total cartons. ** This is only an estimate and should not be taken as the actual order volume operator discretion is advised. Key Data Module/Function: SO M287 Major Function Flags:- -Sales Order Processing Used = Yes Table Entry:- -Carrier Maintenance:- -Cartons/Bundles/Pallet Entry = Yes Customer Dedicated Zones - Zone Commitment (SDR:44490 ) With this change, dedicated zone commitment will now exclude _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 89 . Sales Order continued... forward orders until these orders have been released. Key Data Module/Function: SO M001 Major Function Flags:- -Stock Available For Sale = '1' or '3' -, Dedicated Customer Zone = 'Y' Sales Order Line - Substitute Item (SDR:44504 ) When substituting an item using the "S" option in Sales Order Lines, if the item is invalid, the ORdered field will be cleared. Key Data Module/Function: SO M001 Major Function Flags:- -SO Processing > Stock Override = 2 Consignment Backorder Allocate (SDR:44510 ) When allocating a consignment sales order to Backorder, it will be changed to the correct status of Consignment On Backorder, instead of Backorder. Key Data Module/Function: SO M023 Scanpack - Short Shipments (SDR:44514 ) If short shipping quantities for a Customer that does not allow part shipments and using a short ship code that does not allow backorders the pick and packed quantities and backordered quanitites were correclty being set but Scanpack Despatch was not being allowed as it was checking the short shipping incorrectly. This has now been addressed. Key Data Module/Function: SCAN M006 Major Function Flags:- -Sales Orders Used = Yes Missing Fax Triggers When Printing Batch Of Invoices (SDR:44518 ) A fax trigger can be defined by using "F" or "G" as the 'New Line' value in an invoice layout's header section. However, the fax trigger was not appearing when a batch of invoices is printed using the 'Invoice/Credit Note Print' report (by specifying "A" as the 'Order Selection'). This has been fixed. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 90 . Sales Order continued... Key Data Module/Function: SO R100 Release Forward Orders - Group Selection (SDR:44522 ) With this change, forward orders with sufficient stock on hand and meeting release criteria, will now be released when the group selection option is chosen for the process. Key Data Module/Function: SO M040 Despatch Random Weight Item (SDR:44528 ) Current order quantity updated to the stock warehouse detail record is wrongly calculated when a sales order of a random weight item in alternate unit of measurement is despatched and results in an inventory integrity error on current order quantity. This has now been rectified. Key Data Module/Function: SO M287 Layout Extra Documentation Changes (SDR:44544 ) Changed extra field documentation to explain how the size field being set to a 4 or 5 can concatenate the item descriptions into 1 field. Key Data Module/Function: SO M215 Credit Notes - Kit Items - ZROUND (SDR:44552 ) If a credit note is raised for a kit on a sales order which has a "ZROUND" line, the "ZROUND" line will also be credited. Key Data Module/Function: SO M334 Credit Notes - Advanced Warehouse - FIFO Costing records (SDR:44562 ) Fifo costing records are now written when credit notes are updated for advanced warehouses involving normal stocked items. Key Data Module/Function: SO T017 Major Function Flags:- -sys-cost-to-use = "F" Credit Note - Lot Tracked - Point Of Sale (SDR:44574 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 91 . Sales Order continued... The stock lot movements for refund orders created via Point of Sale now have the correct costs written to them. Key Data Module/Function: POS M017 Release Forward Orders - Group Selection (SDR:44611 ) With this change, group selection option will now allocate stock to forward order if the delivery date on the order is earlier than the date specified for the last delivery date for allocation. Key Data Module/Function: SO M040 Sales Order Import (SDR:44654 ) When the sales order load program is run,the customers with price level set to recommended retail price,will have the item price loaded as inclusive of GST. This is dependent on the sales order processing flag listed below. Key Data Module/Function: SO M068 Major Function Flags:- - Sales Order Processing Procedures. Sales Tax Included in Sales File not set to YES for the tax component to be added for recommended retail price. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 92 . Inventory System Stock Substitution by Company Mask (SDR:39899 ) A new level of stock Substitution has been added to the heirarchy of checks performed to see if a stock substitution is to be applied on a sales order. Company Mask (from the Company Mask dr-company-mask on the Customer Master deb-master record) has been added. The checking is now :- Customer / Stock Bill-To / Stock Customer Type / Stock Company Mask / Stock Path :- Accounts Receivable -/Menu:Maintain Customer, /Menu:Stock Indentifiers -, /Menu:Stock Sub by Company Mask INV M016 Firm Planned Order - Time/Labour Entries (SDR:43066 ) When entering Production on a Work Order with a Firm Planned status and the BOM components are set to Lot Tracked, you are able to put through Time and Labour related entries, but not Production (Qty) related entries Key Data Module/Function: MANU T014 Major Function Flags:- -Manufacturing, New Routes from Firm To Commit WO = N Stock Key Word Searching. (SDR:43258 ) The Selective Inventory Enquiry was not handling multiple key word searching. eg Entering "1 1/2" ie find items that have a "1" and "1/2" in their description would not yield a result. This has now been corrected. Key Data Module/Function: INV E004 Major Function Flags:- -Inventory Used = Yes -Stock Key Words Used not = '0' Technical Reference/Dict. It maybe necessary to rebuild the Stock Key Words for this feature to become activated. Schedule PM Work Orders - Material Value (SDR:43584 ) The Forecast report of the Schedule PM Work Orders screen _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 93 . Inventory System continued... has not been fixed to correctly show the Material value of the Major and Minor PM task within the report Key Data Module/Function: PLT M134 Major Function Flags:- -Inventory > Cost to use to value stock =, "A" Serial Number Screen - Production Feedback (SDR:43640 ) In Manufacturing > Production Feedback, when a production entry is completed, and the second feeback is cancelled by pressing the HOME or ESC key, the Serial Number screen should not appear again causing confusion for the user Key Data Module/Function: MANU M043 Major Function Flags:- -Manufacturing > Work Centre Costs and, Posting = 2 or 3 Part Suppresion/Convert Replace Item (SDR:43714 ) With this change, convert merge or replace an item will now correctly convert all sales history records. Key Data Module/Function: INV M176 Major Function Flags:- -Level to Record Customer Rebates = '2', or '3' Purchase Order - Foreign Shipment Create (SDR:43846 ) Integrity error on "On Hand" quantity is reported when inventory integrity report is run in the midst of entering in transit details of a shipment by stock item as backorders have not been created yet even though backorder quantities have already been updated. This is a timing issue. The problem has now been rectified with the integrity report will check on the backorder quantities for purchase order of status In Transit - Stock Updated. Key Data Module/Function: PO M014 Repeating Item Descriptions Removed From Pricing Report (SDR:43874 ) The Customer Price List Report was repeating the item descriptions. This is apparent when the user clicks on the expand (+) button to view the full item description. This has now been fixed. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 94 . Inventory System continued... Key Data Module/Function: INV R004 Inventory Enquiry - Lot Items (SDR:43885 ) Lot Item enquiry within the Movements Enquiry was displaying the lot for each purchase order it had been received on. Each lot is now only displayed once. Key Data Module/Function: INV E001 Inventory - Repack of Stock (SDR:43892 ) Repack one stock item into another one with wastage results in Compare Batches integrity error. The error message is displayed when total amount posted to a GL account is not equal to the total stock movements for a batch and is caused by the fact that wastage is posted to a differnt GL account. This has now been rectified. Key Data Module/Function: INV T016 Stocktake Batch Email Report (SDR:43907 ) When doing a GL Update Stock Ledger in Inventory Stocktake in batch mode, the resulting email should include the Start and End warehouse Key Data Module/Function: INV T023 STK - Stocktake Processing In An Endless Loop (SDR:43912 ) In some situations the stocktake update was running in an endless loop. Intervention was required to stop the process and nothing would be updated. This issue has now been addressed. Key Data Module/Function: INV T023 Inventory Quality - Code Reason - On Hold (SDR:43914 ) Stock items can be put 'On Hold' for quality checking before despatch. The function to Release/Reject the items displays the ordered quantities on a datagrid screen. Some users _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 95 . Inventory System continued... were resequencing the screen by the Reference column to make it easier to locate the stock. When the stock was released, the additional resequencing caused the process to display an error message which was actually incorrect. The message intimated that the released record had not been deleted, when in fact, it had been. The processing within the function has been reworked, so that the message no longer appears. Key Data Module/Function: INV T020 STK - Display Of Kit Information In The Inventory Enquiry (SDR:43975 ) The component information related to a kit item can be viewed by choosing option '6' from the Inventory Enquiry function. Exiting the component display screen causes the current kit code to be overwritten with the details of the last component of the kit. This issue has now been addressed. Key Data Module/Function: INV E001 Inventory Enquiry - Option 'A' - Available To Promise (SDR:43994 ) This change corrected display issues for option 'A', available to promise. Key Data Module/Function: INV E001 Stock-Stocktake Prepare Selecting Incorrect Items (SDR:44004 ) A Stocktake can be prepared using the filter 'End cyclic cutoff date' . If this date is a later date than the 'Next Stocktake Due' date displayed in the stock item's warehouse record then this item will be printed on the stocksheet. However there was an issue where if the cyclic cutoff date was then entered in an existing stocktake and was earlier than the 'Next Stocktake Due' date then the item was printed on the stocksheet. This has been rectified. Key Data Module/Function: INV M177 Negative Average Warehouse Cost - Serial Stock (SDR:44016 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 96 . Inventory System continued... Under certain circumstances of bringing serial stock in at zero cost and at other times bringing the some stock with non zero cost and then selling and further raising credit notes for the same serialised stock, it was possible to get a rounding issue resulting in a negative stock cost. This has been addressed. Key Data Module/Function: INV T011 Major Function Flags:- -Cost to Use to Value Stock = 'T' -Serial Number Traceability = '3' STK - Refreezing A Van Type Stocktake (SDR:44022 ) Preparing a stocktake sets the warehouse quantity to be counted. The re-freeze functionality allows this quantity to be updated to reflect transactions that have occurred since the stocktake was prepared, or since the last freeze. For a van stocktake the re-freeze was setting the quantities to zero instead of the required stock on hand level. Key Data Module/Function: INV M183 RF Issue Components (SDR:44041 ) Stock is being issued to the wrong factory warehouse during RF component issue. Instead of using the factory entered in the work order, the default warehouse defined in system code table 'WH' or the default factory (if not defined in 'WH') is being used. This has now been rectified to use the work order factory if available. Key Data Module/Function: ZRF T001 STK - UOM Conversion In MRP For Factory Suppliers (SDR:44053 ) Within MRP a check is made to determine the best supplier from which to source products. If the best supplier is a factory warehouse, MRP bases its calculations on the base unit of measure and a conversion factor of 1. It is possible to create a supplier record for a factory warehouse which specifies an alternate unit of measure and _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 97 . Inventory System continued... conversion factor. This causes problems for the MRP calculation as it is unexpected and causes erroneous results. This also means that data displayed in the MRP enquiry for Planned Order Receipt, Pack Quantity and EOQ is not being converted correctly back to the base unit of measure. The ability to enter an alternate unit of measure for a factory supplier is no longer available as it is not applicable in this situation. The conversion of Pack Quantity and EOQ has also been addressed and will convert back to the base unit of measure. Key Data Module/Function: MANU E006 INV M138 STK - Unit Of Measure Conversion On An Item Build/Merge (SDR:44067 ) A BOM can contain components that utilise an alternate unit of measure. If a build/merge was performed for such a BOM, the unit conversion of one component could impact any subsequent components. This would calculate incorrect component usage quantities. This issue has now been addressed. Key Data Module/Function: INV T012 Color/Size Stock Maintenance - I/O Error (SDR:44076 ) This change corrected I/O error caused by using the mouse to click on a field for changes. Key Data Module/Function: INV M419 Major Function Flags:- -Stock Fast Maintenance Format = 'O', Item Code Format RF X005 (SDR:44084 ) Now the user is allows entering '0' at the stock code prompt during stock take count process to exit the program. Key Data Module/Function: RF X005 STK - Negative Values On Bond Warehouse Status Report (SDR:44120 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 98 . Inventory System continued... The display of credit note details on the Bond Warehouse Status report is not displaying the negative invoice quantity correctly. Some date information is also overwriting other values on the report. Both these issues have been addressed. Key Data Module/Function: INV R049 Part Supercession and Conversion (SDR:44127 ) File Error 104 (Too many files open) reported. Added additional transaction begin and commit commands in program and is based on estimation of IO done before the commands are invoked. Key Data Module/Function: INV M176 Report Sequence "O" In Reorder Report (SDR:44132 ) When running a reorder report with 'Report Sequence' set to "O" (Only Best Supplier) and with a limited range of suppliers, it was possible for the report to print items where the specified range of suppliers were not preferred suppliers. This has been fixed. Key Data Module/Function: INV M310 Option Y - Qty Sales History - Incorrect This Period Last (SDR:44143 ) Year This change corrected the reporting of this period last year for option 'Y', when the option is selected after option 'R'. Key Data Module/Function: INV E001 Stock Keyword Searching - Colloquial Names (SDR:44184 ) PRONTO allows other descriptive stock information to be used to built keywords such as Colloquial Names. If only one stock item had a unqiue Colloquial Name then lookup worked finding the stock item in question. However if the same keywords where used in the normal description of other stock items, then only those items would be find and the item(s) with these keywords as their Colloquial Names were no longer _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: 99 . Inventory System continued... being found. This has now been addressed. Key Data Module/Function: INV M138 Major Function Flags:- -Inventory Used = Yes, Keywords Used = Non Zero Values. STK - Calculation Of Maximum Build Quantity (SDR:44191 ) The selection of option '6' in the Inventory Enquiry can be used to calculate the maximum build quantity of a parent item based on the available stock of components. The calculation of the maximum build quantity has been returning erroneous results. This has been resolved. Key Data Module/Function: INV E001 Converting Stock Items to New Stock Items - Keywords (SDR:44206 ) When converting one stock item to another the facility was not also converting over any key words that were used on the original stock item. This has now been corrected. Key Data Module/Function: INV M176 Major Function Flags:- -Inventory Used = Yes -Stock Key Words Used not equal to '0' STK - Supplier Economic Order Quantity And Pack Quantity (SDR:44216 ) The MRP process suggests planned order quantities. If the planned quantity is less than the economic order quantity it will be rounded up. This order quantity does not take into consideration the fact that the supplier pack quantity may not allow that specific order quantity. This may cause the supplier to ask for a correction or just supply in multiples of the pack quantity. The entry of a supplier economic order quantity must be an integral multiple of the pack quantity. Key Data Module/Function: INV M138 INV M002 INV M147 INV M182 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:100 . Inventory System continued... INV M151 MANU M027 PROJ M044 CATA E001 Verification of Decimal Places in RF Stocktake Counts (SDR:44239 ) Verification of deimal places for the input quantity count has been implemented for stocktake count by: 1. Location 2. Stock 3. Height 4. Pallet 5. Manual Key Data Module/Function: RF X005 INV T023 (SDR:44267 ) Version 632.3 no longer recognizes the conversion factor for a barcode item while recording stocktake quantity via RF. This has now been rectified. Module/Function: INV T023 STK - Issue Stock (Direct) Type S Removed (SDR:44268 ) In Inventory > Issue/Adjust Inventory Direct, the 'S' option for Issue To has been removed. This option is not being used in previous and current versions. Key Data Module/Function: INV T006 Intermittent Blank Lines In Inventory Valuation Report (SDR:44294 ) When running the Inventory 'Valuation Report' in item group ("G") report sequence in full detail ("F") report mode, a blank line might occassionally appear between item detail records in an inconsistent manner. This has been fixed and should make the report easier to read. Key Data Module/Function: INV R104 STK - Merging Item Special Price Records (SDR:44328 ) The Item Supercession/Convert function can be used to merge one stock item into another. As part of this process any special price information should also be merged over to the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:101 . Inventory System continued... new code. If the two items involved both had special price information for the same criteria the merge process was unable to handle the conversion and an error would result. This issue has now been addressed. Key Data Module/Function: INV M176 Error Running Non-Standard Inventory Labels Report In Oracle (SDR:44345 ) The 'Non-Standard Inventory Labels' report could not be used in PRONTO-Xi running on an Oracle database because of a database-specific issue. This has been fixed and the report should run properly in any database environment. Key Data Module/Function: INV R078 STK - Increase Field Display Size In MTD Inventory Status (SDR:44348 ) The display of the available stock quantity is limited to six integers and two decimals when the MTD Inventory Status report is run in 'Show Decimals' mode. This display has been increased to allow seven integers, meaning larger numbers are able to be displayed. Key Data Module/Function: INV R075 STK - Sales Data Display In The Inventory Coverage Report (SDR:44369 ) The Inventory Coverage report can be run to consolidate warehouses or show each warehouse individually. If the report is run without warehouse consolidation the sales figures are accumulating from the data of previous warehouses. This issue has been addressed. Key Data Module/Function: INV R040 Stocktake - Lot Tracked Items (SDR:44373 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:102 . Inventory System continued... If a lot tracked item with multiple lots was counted and one lot was increased whilst another was left at the original count, the update process was having a problem with a division by zero. This has been corrected. Key Data Module/Function: INV T023 Stock take - lot tracked and FIFO costing. (SDR:44375 ) Finding additional stock during a stock take to update correct lot movements, stock movements and FIFO costing records with the correct costs. Key Data Module/Function: INV T023 Major Function Flags:- -Cost to use = "F" (FIFO) Inventory Enquiry - Option 'K' (SDR:44395 ) With this change, PRONTO will now retain currency on the kit/manufactured item upon exiting option 'K' - enquire on kit/bom details. Key Data Module/Function: INV E001 Work Order Completion If No Stock (SDR:44426 ) If a Work Order is completed when there are no stock available on the components, the stock components will not be issued, if the Sales Order Stock Override is set to 2 or 3. Key Data Module/Function: MANU M027 Major Function Flags:- -Sales Order Stock Override = 2 or 3 -, Manufacturing Production Tolerance = 999 Color/Size Item Maintenance - Using The Up/Down Arrows (SDR:44429 ) This change corrected an issue with the presentation of a style, using the up/down arrows. Key Data Module/Function: INV M419 Major Function Flags:- -Stock Fast Maintenance Format = 'O' -, Item Code Format - Design Code/2nd Code STK - Cannot Adjust Stock In LOST Location (SDR:44433 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:103 . Inventory System continued... Adjusting the stock quantity of the LOST location of an advanced warehouse back to ZERO is reporting an error that a negative stock quantity would result. This issue has now been addressed. Key Data Module/Function: INV T011 Corrected QA Code Acceptance (SDR:44443 ) Changed the code table maintenance, so that when using F2 for help on the 'QA Reject Code' if a new code was entered that it would be returned back to the Scrap/Reject screen correctly. Key Data Module/Function: INV T015 STK - QA Release now showing correct warehouse (SDR:44455 ) Corrected the whse prompt to display the warehouse if selected from the F2 help list. Key Data Module/Function: INV T002 Stocktake Prepare - Type 3 Warehouse Location Segments (SDR:44499 ) Prior to this change, the stocktake prepare process for a range of location segments in a type 3 warehouse, was incorrectly removing entries from the stock take variance files. This has now been corrected. Key Data Module/Function: INV M426 Inventory Enquiry - Item Code Costs When No SHOWCOST (SDR:44505 ) When the SHOWCOST role is removed, any cost amount will be hidden from the enquiry screen Key Data Module/Function: INV E001 Warehouse Labels (SDR:44516 ) In the Warehouse Labels print option, for sequence 'C', if the Price Region has a non-SPACE value, the prices to be printed will be based on the Price Region and _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:104 . Inventory System continued... Price to Print options. If the Price Region is left as SPACES, the sales order customer type and price code will be used to determine the prices to be printed. Key Data Module/Function: INV R105 Convert/Upgrade Items - Decimal Places (SDR:44537 ) When running the Conver Upgrade Items, upgrading to an item with a different UOM decimal place value, the system will check the New item's UOM decimal place rather than the Original item's UOM decimal place. Key Data Module/Function: INV T013 Stock Catalog File Removed (SDR:44563 ) The Stock-Catlog and Stock-Catalog-Group Files have been removed as they are no longer relevant. In Part Supercession/Convert, the Part Identifier Option for type of change is no longer used, and no validation is done against the stock-catalog file Key Data Module/Function: INV M176 Technical Reference/Dict. Changes Stock-Catalog File removed Stock-Catalog-Group File Removed Stocktake - Advanced Warehouse - Fifo Costing (SDR:44619 ) Updating a stocktake now writes the correct costs to the stock movements and fifo costing files. Key Data Module/Function: INV T023 Major Function Flags:- -Cost to Use = "F" Stocktake - Prevent average cost being zeroed (SDR:44637 ) If multiple stocktake records were being updated, some items were having their average cost zeroed out. This has been corrected. Key Data Module/Function: INV T023 Major Function Flags:- _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:105 . Inventory System continued... -sys-cost-to-use = "F" _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:106 . Customer Calls/Support Task allocated (SDR:35809 ) <........Insert notes here ........> Technical Reference/Dict. Changes _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:107 . System Control/Transaction Posting Customer Statement (SDR:42531 ) Reword the Extra Description Help Text for field codes VB,VM,VN,VP,VQ,VO,VR and VT in the Totals Section Key Data Module/Function: AR M076 The Extra Description Help Text might need rewording to make it clearer to the user. Applies to field codes TB to TT and VB to VT Stock-Detailed Enquiry Screen Display Of User-ID (SDR:43948 ) There has been an issue in the Stock Maintenance/ Movements/ Details screen where the User-ID did not display the correct details when the data was created in earlier versions of Pronto. This field will not be displayed for a number of transactions eg Sales Order , most Purchase Orders ,etc. If the User-ID can be identified then it will be displayed, otherwise the User-ID prompt will not display. Note : This is not an issue from Version 632 on as all transactions store the User-ID in the field 'stk-trans-created-by' in the Stock-Movements object. Key Data Module/Function: INV M138 Additional Default For Major Function Flags (SDR:43950 ) When a system is being upgraded, it will now default the 'Allow Overshipping' field (in the 'Sales Order Processing Procedures' screen) and the 'Stream Update of Whse Details' field (in the 'Inventory Procedures' screen) to "N" (No) if these fields are undefined in the system. Key Data Module/Function:- - SYS M053 - SYS M327 Major Function Flags:- - Stream Update of Whse Details - Allow Overshipping EDI - Display Of Trading Partner When Viewing EDI Files (SDR:43979 ) The View EDI Document Files function allows the viewing of files in the EDI directories and sub-directories. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:108 . System Control/Transaction Posting continued... When the list of files that are available to view is generated, the trading partner name is displayed. In some cases the trading partner name that is shown does not belong to the actual trading partner in the selected file. This issue has now been addressed. Key Data Module/Function: SYS E043 SYS E044 SYS E045 SYS E046 SYS E047 SYS E048 SYS E049 SYS E050 System-Web Info Details Accessibility For ISHOP (SDR:44091 ) The option 'Web Info' was not available in the PG (Item Group table) if ISHOP was being used. Key Data Module/Function: SYS M141 MFF Module Scope 'Web Used' = 'I' SYS - Application Of Domain Codes To Credit Release Officers (SDR:44109 ) The entry of a new domain code via the Domain Maintenance function is converted into uppercase. The application of a domain code to a credit release officer can be performed using the Credit Release Officer function or the User Officer Classes function. Within these functions a domain code could be entered in lower case which had no impact on restricting the domain. The entry of a domain code using the above mentioned functions will now be converted to uppercase and validated against the existing domain codes. Key Data Module/Function: SYS M102 SYS M195 Loading Of Service Packs (SDR:44124 ) When doing a service pack upgrade or a full version update the security build was now loading new modules and functions as it was using the current version number. This has been changed to use the version number of the service pack being installed. Key Data Module/Function: SYS M192 Specifying End Company Code In User Copy (SDR:44362 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:109 . System Control/Transaction Posting continued... When using the 'User Copy' function in the 'User Access Control' screen, there are prompts to specify the 'Start Company Code' and the 'End Company Code'. The 'End Company Code' is intentionally left blank by default to encourage users to properly specify a reasonable range of company codes rather than inadvertently specifying a large range. However, users can still manually enter one or more high characters (for example, "Z" or "ZZZ") if required. Key Data Module/Function: SYS M195 Project-Copy Of Project Rates & Allowances (SDR:44379 ) Project Rates that had Allowances attached were not copying correctly to other projects. The project rates that were copied were being set to zero. Selecting a Rate Code directly on to the screen (ie not going through the help) was not bringing up the Work Rate and Charge Out amounts. These issues have been rectified. The Copy mode has been removed from the Employee/Work Rate function as a Project or Site Code is not applicable to this function. Key Data Module/Function: SYS M200 Ledger Logging (SDR:44380 ) When Contract Integrity is run, the ledger type will be set to an F, to differentiate it from Service Integrity. Key Data Module/Function: SYS R036 Payroll GL Mapping Flag Initialisation (SDR:44451 ) Ensure that Payroll GL Mapping Flag is initialised with value 'N' rather than SPACES for clarity. Key Data Module/Function: PAY M022 Local Manual Statement (SDR:44569 ) In the Bank Statement for an Oracle database, the Cash Transaction Enquiry Screen locks up when user-defined tender type 'EF' is selected. This has been rectified. Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:110 . System Control/Transaction Posting continued... Module/Function: AP T007 Layout Code Help (SDR:44600 ) Using the Help Key on Layout Codes could take a long time to load. This has been changed so they help key should load quicker. Key Data Module/Function: SO M216 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:111 . Web Sales Rep Code And Other Information Now Is (SDR:37742 ) Displayed Dynamically Login eSales, Click "Contact Us" page. Now the sales rep person's information is displayed dynamically. Path :-web -/(Menu)/epronto2 Button Styles have changed. (SDR:37750 ) Buttons on Stock Search, Quick Order Form, Shopping Cart and Checkout have changed in their style definitions. Buttons along the top/bottom of shopping cart now display as MainButton style. The buttons at the bottom of Checkout and My Details now have the Button style. The buttons at the top of Quick Order Form now have button style. Path :-web Warning Message added for incomplete orders (SDR:38300 ) If a user logs out without selecting Save/Hold or Checkout for an order, on their next login they will be taken direct to the shopping cart page and given a warning that the order hasn't been completed. New Components For Inc and Ex Tax Columns (SDR:38349 ) The order.line_ex_tax and order.line_inc_tax components can be specified in the components file to show/hide the ex tax and inc tax columns on shopping cart and delivery options. It will also affect columns in order details and checkout. SDR V38424--ACCEPT NEW OCI TAGS PREFIXED WITH NEW_ITEM-. (SDR:38424 ) Previous OCI offering in eNterprise 3.1 accepts and returns a common subset of the allowable OCI parameters. Now it is able to accept any OCI tags prefixed with "NEW_ITEM-". Path :- -/Menu:web TRADE DOCKET MODIFICATIONS (SDR:38496 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:112 . Web continued... Now in trade docket page, the notes entry box has been split into two --lable each as Job(J:) and Note(N:). User do not need to add J: and N: when they add the Job note and Text note. It will be added automatically. In invoice print page, user can change the logo size and position by modify the text.xml file without ant future .jsp file changes. Path :- web -/Menu:haymes Editing of config files of a running site is now possible. (SDR:38583 ) Previously, modifying files while a site was running could lead to the site believing that the file was empty. This no longer occurs and changes are kept in synch with the file system. SDR 38757 - CREDIT CARD AUTHORISATION (SDR:38757 ) User now can pay order by credit card by get the authorisation from dps. Path :- epronto2 -/Menu:web SDR 38761 --- GL CODE VALIDATION (SDR:38761 ) This will show the default GL codes when doing the stock search. Limited the gL Code field to be 25 characters. Get Pricing and Availability in Blank Form is no longer removes the GL Code from the screen. As well as add line in the shopping cart. Path :- web -/Menu:cus SDR 38822--EZFORM MODIFY (SDR:38822 ) Drop Down box on Admin screen now display both Account Code and Account Name. EZForm order screen now has only one button "Add to Cart" instead of has each button in every line. The button "Add EZForm to Cart" in the EZForm list screen now has been made for componentable. Path :- web _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:113 . Web continued... -/Menu:epronto2 WEB - Non Contract Items Need Approval (SDR:44017 ) If a non-contract item appears on a sales order, the order should go on hold until it is approved. Key Data Module/Function: WEB ECOM - Allow Ordering Of Items With Part Shipment = NO (SDR:44068 ) If the web user has a part shipment flag setting of NO, then allow them to order the stock items, even if they order more than what is available. The sales order despatch process will then sort out the backorder and quantities. Key Data Module/Function: ECOM M001 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:114 . Warehouse Management System Replenishment Process - Confirm (SDR:43243 ) Allow the source location in the Replenishment Process screen to be modified when the replenished quantity has been increased and the system invokes the stock transfer automatically. This allows the extra quantity to be taken from another location during replenishment confirmation. Key Data Module/Function: WHSE M047 WHSE M030 (SDR:43649 ) In Advanced Warehouse if you have a qty in a LOST Location and you then run the De-Duplicate Locations, Pronto duplicates the Qty and therefore the Qty Available is incorrect. This has now been rectified. Module/Function: WHSE M030 Warehouse Manual Putaway - Negative Putaway Records (SDR:44062 ) If a stock item has multiple FIFO records in the Holding Location with the same reference the system was only down counting the first Holding Location causing it to have a negative quantity on hand figure. This has now been corrected so that it will locate the next FIFO record to down count. Key Data Module/Function: WHSE M042 Major Function Flags:- -Advanced Warehouse Used = Yes WHSE - Find Option In The Replenishment Process Function (SDR:44071 ) There are now 2 separate replenishment screens and the find mode works in both of them. The new replenishment screen is only visible if syswhse-putaway-optimization = '2'. Key Data Module/Function: WHSE M047 RF Inventory Transfer For 'No Supply' Item (SDR:44139 ) With this change, you can now do RF inventory transfer for 'No Supply' Items. Key Data Module/Function: WHSE M012 Stock Location Movement - Type D - Transfer Include Due Qut (SDR:44172 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:115 . Warehouse Management System continued... Prior to this change, location movement type D - transfer include due out was not accounting for quantity due out from the source location. This has now been corrected. Key Data Module/Function: WHSE M050 WHSE - Auto Putaway Of Non Lot Tracked Items (SDR:44190 ) The receipt of a purchase order that has been raised as a result of a subcontract work order is handled differently depending on whether the item is lot tracked or not. A lot tracked item is placed to auto putaway, whilst a non lot tracked item is not. The putaway rules should be consistent. This situation has been addressed and the handling of non lot tracked items has been changed to bring it into line with lot tracked item processing. Key Data Module/Function: PO R039 Putaway Purchase Returned To A QA Holding Location (SDR:44203 ) With this change, PRONTO will now disable the putaway of a purchase returned directly to a QA holding location. The required quantity must be released from the holding location for the desired offset at the location. Key Data Module/Function: WHSE M042 WHSE - Partial Location Allocation Of Pallet Ticketed Items (SDR:44240 ) The allocation of stock to locations allows the quantity of a palletized item to be partially allocated. This causes a program update error when the remaining stock is allocated under the same pallet ticket. Once an item has been palletized the manual allocation cannot be used to process a partial quantity. Key Data Module/Function: WHSE M067 WHSE - Putaway in Advanced Warehouse With Inwards Staging (SDR:44263 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:116 . Warehouse Management System continued... The processing of a credit note allows for the return of stock to the warehouse. When the credit applies to an advanced (type 3) warehouse the stock is placed in the default holding location awaiting putaway. If the advanced warehouse has been setup to use designated inwards staging the putaway of the credited stock has not completing correctly and and error is shown on the replenishment report. This issue has now been addressed. Key Data Module/Function: WHSE M042 WHSE - Zero Divide Error On Sales Order Release (SDR:44365 ) A division by ZERO error is being reported when attempting to release sales order in an advanced warehouse. This division error is caused by the value set for the volume of the large tote and has now been addressed. Key Data Module/Function: WHSE M064 SO M041 WHSE - Warehouse Productivity Reporting Of Picked Lines (SDR:44517 ) The Warehouse Productivity report uses the sales order picking records in calculating the number of lines that have been picked. When a sales order is updated these picking records are written to an archive file which means the report is unable to locate the necessary information to calculate the picked lines. This issue has been addressed and both current and archived picking records will be checked. Key Data Module/Function: WHSE R010 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:117 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Account ... 12, 13, 15, 18, 20, 22 Centre ... 94 23, 24, 25, 26, 27, 36 Cheque ... 12, 41 38, 41, 42, 49, 54, 56 Claim ... 16 60, 77, 78, 82, 84, 86 Class ... 38 95,113 Column ... 14, 15, 16, 25, 28, 36 Actual ... 11, 23, 38, 44, 61, 63 37, 39, 42, 47, 56, 60 68, 89,108 61, 65, 69, 75, 95 Adjustment ... 23, 39 Commitment ... 11, 85, 89 Ageing ... 22, 24, 26 Company ... 4, 20, 27, 32, 77, 93 Allocation ... 78, 80, 83, 92,116 109 Alternate ... 31, 42, 49, 78, 82, 91 Component ... 7, 8, 13, 44, 71, 85 97, 98 92, 96, 97, 98 Alternative ... 63 Components ... 5, 6, 8, 44, 71, 93 Analysis ... 25, 39, 61 98,100,103,112 Archive ... 1, 68, 70, 81,117 Consignment ... 74, 76, 81, 90 Archived ... 68, 70, 81,117 Consolidated ... 53, 71 Asset ... 32, 33 Consolidation ... 36, 73,102 Automatic ... 61 Contract ... 2, 11, 58, 64, 65, 67 Available ... 8, 9, 15, 37, 44, 63 68,110 70, 71, 72, 77, 78, 80 Control ... 6, 25, 41, 72, 83 89, 96, 97,100,102,103 Conversion ... 22, 31, 48, 49, 78, 82 108,109,114,115 88, 97, 98,101 Average ...105 Convert ... 44, 47, 48, 68, 94, 97 Back-order ... 70 Cost ... 6, 38, 39, 47, 63, 76 Backflush ... 6, 7 87, 93, 96,103,104,105 Backorder ... 3, 45, 49, 53, 70, 74 Costing ... 38, 40, 84, 91,103,105 77, 78, 82, 90, 94,114 Costs ... 38, 57, 91, 94,103,105 Backorders ... 90, 94 Credit ... 13, 24, 26, 57, 76, 78 Balance ... 13, 23, 25, 26, 27, 36 82, 83, 84, 85, 91, 96 Bank ... 1, 14, 50, 55, 56,110 98,109,113,116 Batch ... 15, 23, 24, 26, 30, 32 Critical ... 66 37, 41, 55, 56, 72, 90 CRP ... 5 95 Currency ... 13, 48, 75, 84,103 Bill ... 6, 73, 77, 83, 86 Customer ... 1, 2, 17, 18, 20, 22 Bill-to ... 25, 73, 81, 93 23, 24, 25, 26, 27, 38 Blanket ... 51 53, 56, 60, 61, 64, 72 BOM ... 7, 83, 93, 98 73, 75, 87, 88, 89, 90 Branch ... 63 93, 94,104 Brought ... 80 Cyclic ... 96 Budget ... 44, 60, 61 Deduction ... 41 Bulk ... 45 Delivery ... 3, 24, 50, 75, 81, 86 Calculation ... 23, 41, 44, 78, 82 92,112 87, 88, 97,100 Depreciation ... 32 Call ... 2, 20, 63, 65, 66, 68 Despatch ... 53, 74, 89, 90, 95,114 69 Despatched ... 91 Cash ... 1, 11, 22, 26, 39, 54 Discount ... 22, 23, 25, 76, 87, 89 56, 57,110 Docket ... 5, 6, 86,112 Category ... 38, 39, 87 Downtime ... 10 Centre ... 5, 10, 64, 65, 68, 69 Employment ... 42 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:118 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Engineer ... 63, 65, 66, 67, 68, 69 Invoice ... 85, 86, 87, 90, 98,112 Enquiry ... 1, 8, 9, 14, 15, 45 Journal ... 12, 16, 24, 36, 37, 56 51, 63, 64, 68, 72, 73 KIT ... 3, 53, 71, 91, 96 74, 78, 93, 95, 96, 97 Label ... 69, 87 100,104,110 Labels ... 87,104 Exchange ... 11, 13, 25, 36, 76 Labour ... 5, 6, 93 Factor ... 48, 49, 78, 82, 88, 97 Last ... 5, 13, 26, 42, 54, 76 101 92, 96, 97, 99 Factory ... 85, 97 Lead ...113 Fifo ... 83, 91,103,105,115 Leave ... 17 Fixed ... 7, 14, 18, 26, 32, 33 Limit ... 26, 35, 38, 80, 84, 85 37, 41, 49, 51, 56, 58 List ... 46, 66, 94,104,108,113 67, 80, 81, 85, 87, 90 Location ... 8, 32, 37, 74, 78, 82 93, 94, 99,101,102 83,101,103,104,115,116 Forecast ... 10, 35, 44, 61, 93 Long ...111 Foreign ... 11, 13, 14, 25, 48, 75 Loss ... 28 84 LOT ... 6, 8, 50, 76, 78, 80 Format ... 10, 44, 60, 61, 75, 98 83, 85, 87, 91, 93, 95 103 102,103,116 Forward ... 77, 89, 91, 92 Mail ... 66 Freeze ... 97 Master ... 22, 93 Freight ... 58, 75 Material ... 6, 44, 86, 93 Frequency ... 73 Materials ... 5, 46, 67, 83 Function ... 1, 5, 9, 11, 12, 14 Maximum ...100 17, 19, 20, 23, 24, 25 Measure ... 31, 48, 78, 97, 98 26, 30, 34, 35, 37, 38 Menu ... 2, 5, 15, 53, 78 40, 44, 45, 48, 49, 50 Merge ... 94,101 51, 53, 54, 55, 56, 57 Module ... 19, 37, 60,109 61, 63, 64, 65, 70, 71 Movement ...115 72, 73, 75, 76, 77, 78 MPS ... 10 81, 84, 85, 86, 87, 89 MRP ... 8, 9, 97,100 90, 91, 92, 93, 94, 95 Multiple ... 14, 20, 49, 50, 54, 55 96, 98, 99,100,101,103 72, 78, 84, 89, 93,100 105,108,109,110,115 102,105,115 Future ... 28, 32, 67, 85,112 Note ... 4, 12, 22, 26, 37, 41 Gain ... 36 56, 70, 71, 76, 78, 82 Group ... 32, 35, 81, 86, 91, 92 83, 85, 90, 91, 98,108 101,109 112,116 History ... 15, 25, 37, 60, 80, 85 Notes ... 3, 12, 18, 19, 26, 34 94 73, 78, 86, 91, 96,107 Income ... 38, 67 112 Integrity ... 5, 23, 24, 27, 32, 36 Number ... 2, 5, 7, 8, 11, 13 39, 63, 71, 76, 78, 82 23, 24, 28, 30, 32, 33 91, 94, 95,110 39, 44, 50, 55, 58, 63 Interface ... 56, 72 64, 65, 66, 68, 70, 77 Internal ... 22, 72 85, 87, 94, 96,108,109 Invoice ... 11, 12, 13, 14, 15, 16 117 23, 24, 54, 55, 56, 58 Officer ... 26,109 63, 70, 73, 76, 81, 84 Open ... 55, 99 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:119 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Order ... 3, 5, 6, 7, 8, 9 Putaway ... 50,116 11, 14, 15, 17, 19, 20 Quote ... 18, 20, 77 22, 25, 28, 30, 44, 45 Receipt ... 1, 9, 48, 49, 50, 51 46, 48, 49, 50, 51, 53 55, 56, 97,116 55, 56, 57, 58, 60, 61 Receivable ... 1, 19, 24, 26, 93 63, 66, 68, 70, 71, 72 Recharge ... 57 73, 74, 75, 76, 77, 78 Register ... 14 80, 81, 82, 83, 84, 85 Released ... 9, 25, 77, 89, 91, 95 86, 87, 88, 89, 90, 91 116 92, 93, 94, 95, 97,100 Rent ... 58 103,104,108,112,113,114 Reorder ... 99 116,117 Replace ... 94 Outstanding ... 13, 76 Replenished ...115 Pack ... 97,100,109 Replenishment ... 48,115,116 Paid ... 13, 23, 24, 41, 54 Report ... 2, 5, 9, 10, 16, 18 Pallet ...101,116 19, 22, 27, 36, 38, 39 Part ... 7, 8, 13, 14, 23, 84 42, 44, 47, 50, 54, 56 86, 88, 90,101,105,114 60, 61, 63, 64, 67, 68 Payment ... 11, 13, 14, 16, 23, 24 69, 75, 80, 84, 90, 93 Percentage ... 9, 41, 89 94, 98, 99,101,102,116 Performance ... 28, 45, 51 117 Period ... 24, 32, 37, 39, 58, 60 Reporting ... 9, 27, 99,103 67, 73, 85, 99 Requirements ... 77 Permanent ... 41 Retail ... 28, 76, 92 Pick ... 39, 46, 71, 72, 90 Reversing ... 36 Picking ... 19, 58, 67, 73, 74, 76 RMA ... 77 78, 80, 83,117 Routing ... 5, 83 Post ... 36, 56, 73, 85, 86 Salary ... 41 Posting ... 6, 13, 15, 22, 23, 24 Sales ... 3, 10, 17, 19, 20, 22 25, 26, 36, 42, 49, 55 25, 30, 48, 50, 53, 56 56, 73, 85, 94 58, 60, 61, 63, 68, 70 Postings ... 23 71, 72, 73, 74, 75, 76 Price ... 53, 73, 76, 87, 88, 92 77, 78, 80, 81, 82, 83 94,101,104 84, 85, 86, 87, 88, 89 Print ... 32, 33, 42, 44, 48, 56 90, 91, 92, 93, 94,102 61, 70, 76, 84, 87, 99 103,104,108,112,114,117 104,112 Schedule ... 38, 39, 93 Printed ... 12, 27, 38, 42, 50, 53 Security ... 17, 18, 46, 47, 78,109 55, 77, 81, 84, 86, 87 Selling ... 96 90, 96,104 Sequence ... 32, 42, 61, 66, 67, 70 Priority ... 69 75, 89,101,104 Product ... 83 Serial ... 5, 6, 7, 58, 80, 94 Production ... 5, 6, 7, 8, 9, 10 96 93, 94,103 Service ... 2, 19, 20, 63, 64, 65 Progress ... 39 66, 68, 69, 77, 81,109 Promotion ... 27, 28, 53 110 Purchase ... 6, 11, 12, 14, 15, 48 Shipment ... 48, 86, 94,114 49, 50, 51, 66, 71, 72 Size ... 45, 91,112 82, 88, 94, 95,108,116 Slip ... 19, 39, 46, 55, 56, 72 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:120 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Slip ... 73 Wholesale ... 73, 76 Special ... 11, 12, 15, 18, 41, 49 WIP ... 63, 69 53, 77, 81, 86, 87,101 Work ... 5, 6, 7, 8, 9, 10 Standard ... 4, 23, 70 37, 39, 44, 45, 46, 48 Standing ... 36 64, 75, 78, 83, 85, 86 Statistics ... 19, 51 93, 94, 97,103,110,116 Stocktake ... 95, 96, 97,101,104,105 Storage ... 57 Supplier ... 11, 12, 13, 14, 15, 16 25, 26, 41, 48, 50, 51 84, 97, 99,100 TAX ... 12, 15, 16, 22, 23, 24 32, 41, 42, 49, 53, 58 75, 92,112 Territory ... 4, 18, 48, 58, 61, 64 75 Time ... 2, 5, 8, 23, 36, 63 64, 69, 70, 77, 88, 93 111 Timesheet ... 38, 67, 69 Total ... 3, 7, 10, 26, 32, 36 42, 49, 54, 78, 84, 87 89, 95 Track ... 77 Trade ...112 Transaction ... 6, 7, 13, 16, 23 24, 25, 26, 37, 39 41, 47, 50, 53, 63 64, 68, 69, 87, 99 110 Transfer ... 13, 32, 35, 48, 50, 53 74, 78, 80, 84, 85,115 Trial ... 27 Unallocated ... 23, 26 Unit ... 31, 48, 49, 76, 78, 82 91, 97, 98 Value ... 6, 9, 15, 22, 27, 32 36, 39, 47, 48, 53, 72 77, 90, 93, 96,104,105 110,117 VAN ... 63, 97 Volume ... 89,117 Warehouse ... 7, 8, 18, 44, 48, 53 63, 73, 74, 75, 76, 78 82, 85, 91, 95, 96, 97 98,102,103,104,115,116 117 Wastage ... 95 Weight ... 91 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page:121 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Customised Programs Cash Receipts Enquiry and Archiving.................................. 1 Pronto Internal Support Excessive Call Time Report Added To Support Menu..................... 2 Engineer Productivity, Extra Columns Added........................... 2 SDR Maintenance...................................................... 2 Customer Calls Stats Report.......................................... 2 APIs iShop-Delivery Date Reset When Submitting On Hold Order.............. 3 Ishop-Addition Of Kit Item Not Adding To Item Count.................. 3 Ishop-Shopping Cart Price Of Kit Item Is Tax Exclusive............... 3 PRONTO Business Management System Initial Install and Upgrade of the DPR Product....................... 4 Bill Of Materials MANUF_1 CRP Labour Scheduling Report................................. 5 Quantity Returned For Additional Item Not On the Bill Of............. 5 Custom Production - No Work Order - Serialised Components............ 5 Production Feedback Custom - Entry of Quality Reject Dockets......... 5 Work Order Maintenance - Complete Mode............................... 5 Phantom Item Levels.................................................. 6 RF Production Entry - ESC Key Action................................. 6 Work Centre Labour Cost - GL Posting................................. 6 BOM - Message Display On Searching Work Order Transactions........... 6 Issue Stock to Works Order........................................... 7 Work Order Status Description........................................ 7 MANU T001............................................................ 7 Updating Component Warehouse In Work Order Maintenance............... 7 Reverse Production ( Lot Tracked Finished Item ) -................... 8 Release Planned Order - Separate Order With Supplier's EOQ........... 8 BOM - Stock Issues And Negative Production........................... 8 BOM - Real Time Production Feedback For Lot Controlled Items......... 8 BOM - Daily Efficiency Report Not Showing Employee Details........... 9 Custom Production Feedback - Complete Mode........................... 9 MRP Enquiry - Incorrect Reporting Of Scheduled Receipt............... 9 BOM - Display Of Negative Values On Daily Efficiency Report.......... 9 BOM - Display Of Sales Forecast Data In MPS Details Report........... 10 Manufacturing - Resource Utilisation Report By Employee.............. 10 Accounts Payable Supplier Fast Invoice Entry.......................................... 11 Fast Supplier Invoice Entry.......................................... 11 Supplier Manual Cash Payments For Foreign Suppliers.................. 11 Payment Approval - Release Payments.................................. 12 Default Supplier Type In Maintain Supplier Accounts Screen........... 12 Supplier Purchase Invoice/Credit Entry............................... 12 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: i PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Accounts Payable continued... GL Suppliers Journal................................................. 12 Thousand Separator In Cheque Printing................................ 12 Supplier Manual Cash Payments........................................ 13 Supplier Transaction Payment Drill-Down.............................. 13 Accounts Payable Payment - Split Payment............................. 13 Letter of Credit Drawing............................................. 13 Local Manual Statement............................................... 14 Screen Refresh Of Supplier Layout.................................... 14 Creditor Invoicing - Purchase Returns and Variances.................. 14 Payment Register Maintenance......................................... 14 Supplier Name In Invoice Enquiry..................................... 14 CRE - Display Of Supplier Purchase History Information............... 15 Forced Validation of Supplier type when pressing F4.................. 15 Cre - Accounts Balance Summary....................................... 15 Fast Supplier Invoice Entry.......................................... 15 CRE - Removed '$' signs from the totals section...................... 16 Invoice Authorisation................................................ 16 Intra Supplier Journal............................................... 16 Customer Relationship Management CRM-Access To CRM Maintenance........................................ 17 CRM - Maintain Attributes During Enquiry And Lookup.................. 17 CRM Data Mining Text File............................................ 17 Customer Relationship Management Sales Orders........................ 17 CRM - Quote Entry.................................................... 18 Customer Relationship Management..................................... 18 Removing Customer - Customer By Item Code Prices..................... 18 CRM - Security Issue When Mouse Used To Access Screen Fields......... 18 CRM Quote - Prospect to Customer..................................... 18 Showing User Defined Notes In Rep Statistics Report.................. 18 CRM Rep Statistics Report - Note First Line.......................... 19 Load CRM Data - Additional Info Required............................. 19 Service Call Status Change On Picking Slip Update.................... 19 Opportunities........................................................ 19 CRM Rep Statistics Report - Date Field............................... 19 CRM Sales Mode Hot Key............................................... 20 CRM Console.......................................................... 20 Opportunity Pipeline................................................. 20 CRM Sales Quote Duplicate Reference Warning.......................... 20 CRM - Data Mining Enhancement........................................ 20 Accounts Receivable Code Table Maintenance - Code = DK................................... 22 Customer Bad Debt Postings........................................... 22 Daily Analysis of Sales.............................................. 22 Sales Order-Access To Cash Receipting When POS Not Activated......... 22 Unallocated Cash Allocate............................................ 23 Cash Receipting Bad Cheque Processing................................ 23 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: ii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Accounts Receivable continued... Customer Post Dated Transaction Receipts............................. 23 Customer Post-Dated Receipts......................................... 24 Accounts Receivable - Key Word Lookups............................... 24 GL Customer Journal.................................................. 24 Contra Customer to Supplier.......................................... 25 Enquire on Customer Account.......................................... 25 EIS Profitability Analysis Screens................................... 25 Sales Order - Reprice Order.......................................... 25 Direct Stock Issue - QA Held Items................................... 25 Changing Notes In Customer Maintenance............................... 26 AR M001.............................................................. 26 Contra Customer to Supplier.......................................... 26 Transaction Details In Enquire On Customer Account Screen............ 26 Customer Statements - Consolidated By Reference...................... 26 Customer Integrity................................................... 27 Customer Maintenance................................................. 27 Retail Management Subsystem - Promotion Status Change................ 27 Customer Aged Trial Balance Reports.................................. 27 DEb - Changed datagrid column heading to Cust. Order................. 28 Customer Pin Number Maintenance...................................... 28 Retail Promotions.................................................... 28 Electronic Data Interchange (EDI) EDI "elorders05" Now Runs Fine In Batch Mode......................... 30 EDI -Australian Air Express Postcode File............................ 30 EDI Log Promotion Number Mismatch Message............................ 30 Temp Web API default dir Enterprise-Decimal Quantities On Sales Order Lines................... 31 Fixed Assets Fixed Asset Integrity................................................ 32 Fixed Asset Improvements (Usage Depreciation Code)................... 32 Depreciation Schedule................................................ 32 Fixed Asset Intercompany Transfers................................... 32 Fixed Assets Reconciliation Reports (3,4,5,7,8 and 10)............... 32 Aligned sub totals sections for large numbers........................ 33 Fixed Assets Enquiry................................................. 33 FaxMail Fax Print System Phase 1 Productisation.............................. 34 Advanced Forecasting System FCS - Item Group Checking In Transfer To Item Budgets................ 35 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: iii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page General Ledger General Ledger Financial Reporting - @TIME Macro..................... 36 Standing and Self Reversing Journals................................. 36 Financial Reporting - Underline...................................... 36 GL T020.............................................................. 36 Financial Reporting - Column Select.................................. 36 General Ledger Journal............................................... 37 Summaries In GL Transactions By Period............................... 37 GL R034.............................................................. 37 General Ledger Stock Adjustment Batch Drill-Down..................... 37 Project Costing Control Job-Correction Of Allowances In Timesheet Entry...................... 38 Job-Invoicing Issues With Parent/Child Relationship.................. 38 Job-Pre-Invoice Report Not Suppressing Actual Costs.................. 38 Job-Mapping Of Cost Categories For Invoice Scheduling................ 38 Job-Change Of Customer Does Not Change Site Address.................. 38 Plant-Quick Pick Slip Does Not Allow User Defined Category........... 39 Current Schedule In PM Tasks Maintenance............................. 39 Job-Prior Period Adjustments......................................... 39 Job-Close Out Posting A Profit When No Actuals Exist................. 40 Payroll and Human Resource Management (HRM) Employee Needs And Courses Attended Screens.......................... 41 Payroll Pay Run Earnings Calculation................................. 41 Payroll Garnishee Percentage Transaction Type "H".................... 41 Payroll Employee Cheques Via Supplier Ledger......................... 41 Post Timesheets...................................................... 42 Print Payslip and Other Advices...................................... 42 Payroll Tax Report................................................... 42 Payroll Earnings by Paycode Report................................... 42 Plant Maintenance Plant Maintenance Minor Corrections.................................. 44 Copy Plant Work Order................................................ 44 Plant Maintenance Screen response and Minor PM Tasks................. 45 Correcting Random Tally Item - Backorder Qty......................... 45 Plant-Quantities Not Being Copied In Copy Plant Spares............... 45 Plant-50th Attached Item Not Displayed in Other Plant Items.......... 45 Plant Maintenance - WO Bulk Cancel................................... 45 Plant-Work Request Screens........................................... 46 Request Work - Work Order Access..................................... 46 Maintain Work Order - Material Spares List........................... 46 Two Find Buttons In Scheduled PM Work Orders Screen.................. 46 Plant-Creation Of Work Requests Not Defaulting Plant Code............ 46 Selective Work Orders Enquiry - Upper Case........................... 47 PLT M001, PLT E053................................................... 47 Report Monitor Points - Reading In Value............................. 47 Plant-PM Tasks Reference Field Not Converting To Upper Case.......... 47 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: iv PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Purchase Order Foreign Shipment Calculate Duty - Stock Rate......................... 48 Purchasing-Purchase Order Layout 'DC' Header Code.................... 48 PO - Warehouse Replenishment And Sales Type Default.................. 48 Maintain Purchase Orders - Goods Receipt............................. 48 RF Goods Receipt by PO............................................... 49 Find Item While Entering Purchase Order Lines........................ 49 Goods Receipt Not Displaying Unit Description........................ 49 Backorder from Partially Received Purchase Order..................... 49 Invoice Receipt Purchase Order With Multiple GL Accounts............. 49 Purchase Order / Transfer Cross Docking.............................. 50 RF Goods Receipt..................................................... 50 Outstanding Purchase Order Report.................................... 50 Local Manual Statement............................................... 50 Cross Docking - Only Appropriate for Advanced Warehouses............. 51 Received Quantity For Blanket Orders After Goods Receipt............. 51 Created a warning message if no Supplier Purchase Statistics......... 51 Purchase Order Receipt via RF - Accumulation Allowed................. 51 Point of Sale POS - Suspended Orders Delete To Include "Z" type line items......... 53 Point of Sale Reprint................................................ 53 Point Of Sale - REPRINT - Customer Commitments....................... 53 Sales Lines On Pickup And Backorder Are Not Split Off................ 53 POS-Display Of Promotionally Priced Kit In Stock Selection........... 53 Point Of Sale - Keyword Searching.................................... 54 Point of Sales - Change Amount for Multiple Tendered Amounts......... 54 POS Receipt - GF Invoice Round Off Amount............................ 54 Bank Pay In Slip Now Confirms all POS Batches as Required............ 55 Point of Sale - Cash Receipt Entry................................... 55 Point of Sale........................................................ 55 Corrected possible batch closure issue in POS mode 5................. 55 Days field now stored in batch sequence.............................. 56 POS - Added new flag to BPS column for tender types.................. 56 Point of Sale Rounding............................................... 56 Point of Sale........................................................ 56 Point of Sale Credit and Recharge Refunds............................ 57 Corrected Storage of POS Options..................................... 57 Rental Rental Territory Rules Table......................................... 58 Rental-Invoicing Not Including Extra Charges On Contract............ 58 Unrelated Items May Appear In A Rental Contract...................... 58 Rental-Termination Of Serials And Invoice Options.................... 58 Rental-Assigning Serials For One-Day Contracts....................... 58 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: v PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Sales Reports SALES - Budget Reporting In Custom Sales History..................... 60 Sales Order-Archived Order Enquiry By Specifying Parameters.......... 60 Sales-Heading Of Sales Order Status Report........................... 60 SALES - Budget Reporting In Custom Sales History..................... 60 Merging Territory And Date In Detailed Analysis Report............... 61 SALES - Truncation Of Values On Actual To Budget Report.............. 61 Automatic Sales Order Update......................................... 61 Service Call & Contract System Service Contract Invoicing........................................... 63 Service Aged WIP report.............................................. 63 Service WIP Enquiry and Report....................................... 63 Call Maintenance - Entry of Notional Engineer Transaction............ 63 Service-Quote Creation Not Validating Van Warehouses................. 63 Service Contract Reports Drill-Down.................................. 64 Service-Engineer Transaction Attended Time........................... 64 Customer Creation Through Create Service Contract Screen............. 64 Service-Entry Of Service Centre For Cancelled Call................... 65 Service-Copy Of Tasks Associated With PM Routines.................... 65 Service-Use Of F4 Key In Selective Call Enquiry/Maintenance.......... 65 Service-Selective Call Maintenance By call Number Is Slow............ 65 Service-Viewing Incomplete Reasons For PM3 Calls..................... 65 Log Calls............................................................ 66 Mailing List ( Critical Calls )...................................... 66 Plant-Environment Variable PWOPREFIX................................. 66 Project-Cancelling Variance Order Not Updating Commitments........... 66 Call Maintenance by Call Number...................................... 66 Service-Contact Income Posted To Current Instead Of Future........... 67 Filtering Call Details Report By Engineer............................ 67 Job-Allowances With Rate Of Zero Displaying Incorrectly.............. 67 Service-Material Markup Screen Display Of Current Data............... 67 Service-Sales Order Update Not Updating Project...................... 68 Service Cost Category Maintenance.................................... 68 Service-Billable Hours Defaulting To Zero............................ 68 Service Contract Maintenance......................................... 68 Full Call Enquiry Screen............................................. 68 Call Maintenance..................................................... 69 View Call Completion List............................................ 69 View Call Completion List............................................ 69 Service Aged WIP Report.............................................. 69 Sales Order Invoice/Picking/Quote Layout (SO M215)............................... 70 POS Deposit Entry Receipts........................................... 70 Update Customer and General Ledger................................... 70 Invoice Reprinting................................................... 70 Purchase Tracked Item With Negative Quantity On Hand................. 71 ScanPack - Kit Shortage.............................................. 71 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: vi PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Sales Order continued... Split of On Hold Sales Order......................................... 72 Stock Item Style and Length (Issue Codes 'A') Enquiries.............. 72 Enquiry by specifying parameters..................................... 72 EDI File Dimensions Specification.................................... 72 Sales Order Update Custom Hook Protection............................ 72 SOP - Project Issue Item Price Not Matching Price Code............... 73 SO - Price Enquiry Based On Customer Price Level..................... 73 Additional Stock Notes For Layouts................................... 73 Importing Sales Order - Bill To Consolidation Frequency.............. 73 Consignment Order Status............................................. 74 Transfer Sales Order - Split of Picking Locations.................... 74 RF Stock Location Enquiry............................................ 74 Editing Despatch Quantity For "L" Or "Z" Type Items.................. 74 Update Customer and General Ledger................................... 75 AAE Electronic Consignment Transmission File - PC Version............ 75 SO - Order Status Report Printing In Non XML Format.................. 75 Consignment Order Processing - Inventory Integrity................... 76 Sales Order Credit Exchange.......................................... 76 Sales Order Processing - Cutom Special Pricing Discounts............. 76 Allocate Stock to Backorders......................................... 77 Receive RMA into Warehouse........................................... 77 CRM Quote Maintenance - Quote Valid Until Field...................... 77 Customer Price Enquiry............................................... 77 TOLL 1250 EDI Electronic Transmission File........................... 77 Incorrect Scanpack Security.......................................... 78 SO M001.............................................................. 78 Sales Order Enquiry - Lot Allocation Enquiry......................... 78 Sales Order Line Entry of Tally Item with Alternate UOM.............. 78 Inventory Enquiry - Serial Numbers................................... 80 Setting Default Order Status In Full Order Entry..................... 80 Differring Mode Behaviour In Backorder Allocate...................... 80 Sales Order Entry - Lot Allocation................................... 80 Display Of Item Group For Special Lines In Invoice................... 81 IPEC - Carrier Trading Partner Electronic Transmissions.............. 81 SO M091.............................................................. 81 Return Consignment To Stock - I/O Error.............................. 81 Tally Item - Lot Allocation and Deallocation......................... 82 Credit Note Update - Suspense Account................................ 82 SO - Creation Of Phantom Items In The Configurator................... 83 Lot Allocation - Empty Lot is created................................ 83 Project Costing Sales Invoice - Credit Hold.......................... 84 Printing Consolidated Lines In Manifest Report....................... 84 Fast Supplier Invoice Entry - Foreign Type........................... 84 Receive Transfer Orders - Security Access............................ 84 Invoice Date In Print For Credit Note Of Post Dated Invoice.......... 85 Sales Order Credit Hold On Shipping Quantity Change.................. 85 Using Override Program Table Entry SO_PRT_LAY........................ 85 Sales Usage and Transfer History..................................... 85 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: vii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Sales Order continued... Product Group Posting - Co-Products.................................. 86 Allocate Work Order to Sales Orders.................................. 86 Printing Sales Order With Notes Line Only............................ 86 Missing Batch And Lot Information On Invoice Reprint................. 87 Update Customer and General Ledger................................... 87 Sales Order Cutting Routine Price.................................... 87 Goods Received by Order.............................................. 87 SO - Calculation Of Discounts Using Best Pricing Method.............. 87 Change Price and Discount of Tally Lines............................. 88 Corrected User Only Date Field extract for layouts................... 88 Sales Order Maintenance.............................................. 89 Sales Order Despatching - Volume Details............................. 89 Customer Dedicated Zones - Zone Commitment........................... 89 Sales Order Line - Substitute Item................................... 90 Consignment Backorder Allocate....................................... 90 Scanpack - Short Shipments........................................... 90 Missing Fax Triggers When Printing Batch Of Invoices................. 90 Release Forward Orders - Group Selection............................. 91 Despatch Random Weight Item.......................................... 91 Layout Extra Documentation Changes................................... 91 Credit Notes - Kit Items - ZROUND.................................... 91 Credit Notes - Advanced Warehouse - FIFO Costing records............. 91 Credit Note - Lot Tracked - Point Of Sale............................ 91 Release Forward Orders - Group Selection............................. 92 Sales Order Import................................................... 92 Inventory System Stock Substitution by Company Mask................................... 93 Firm Planned Order - Time/Labour Entries............................. 93 Stock Key Word Searching............................................. 93 Schedule PM Work Orders - Material Value............................. 93 Serial Number Screen - Production Feedback........................... 94 Part Suppresion/Convert Replace Item................................. 94 Purchase Order - Foreign Shipment Create............................. 94 Repeating Item Descriptions Removed From Pricing Report.............. 94 Inventory Enquiry - Lot Items........................................ 95 Inventory - Repack of Stock.......................................... 95 Stocktake Batch Email Report......................................... 95 STK - Stocktake Processing In An Endless Loop........................ 95 Inventory Quality - Code Reason - On Hold............................ 95 STK - Display Of Kit Information In The Inventory Enquiry............ 96 Inventory Enquiry - Option 'A' - Available To Promise................ 96 Stock-Stocktake Prepare Selecting Incorrect Items.................... 96 Negative Average Warehouse Cost - Serial Stock....................... 96 STK - Refreezing A Van Type Stocktake................................ 97 RF Issue Components.................................................. 97 STK - UOM Conversion In MRP For Factory Suppliers.................... 97 STK - Unit Of Measure Conversion On An Item Build/Merge.............. 98 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: viii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Inventory System continued... Color/Size Stock Maintenance - I/O Error............................. 98 RF X005.............................................................. 98 STK - Negative Values On Bond Warehouse Status Report................ 98 Part Supercession and Conversion..................................... 99 Report Sequence "O" In Reorder Report................................ 99 Option Y - Qty Sales History - Incorrect This Period Last............ 99 Stock Keyword Searching - Colloquial Names........................... 99 STK - Calculation Of Maximum Build Quantity.......................... 100 Converting Stock Items to New Stock Items - Keywords................. 100 STK - Supplier Economic Order Quantity And Pack Quantity............. 100 Verification of Decimal Places in RF Stocktake Counts................ 101 INV T023............................................................. 101 STK - Issue Stock (Direct) Type S Removed............................ 101 Intermittent Blank Lines In Inventory Valuation Report............... 101 STK - Merging Item Special Price Records............................. 101 Error Running Non-Standard Inventory Labels Report In Oracle......... 102 STK - Increase Field Display Size In MTD Inventory Status............ 102 STK - Sales Data Display In The Inventory Coverage Report............ 102 Stocktake - Lot Tracked Items........................................ 102 Stock take - lot tracked and FIFO costing............................ 103 Inventory Enquiry - Option 'K'....................................... 103 Work Order Completion If No Stock.................................... 103 Color/Size Item Maintenance - Using The Up/Down Arrows............... 103 STK - Cannot Adjust Stock In LOST Location........................... 103 Corrected QA Code Acceptance......................................... 104 STK - QA Release now showing correct warehouse....................... 104 Stocktake Prepare - Type 3 Warehouse Location Segments............... 104 Inventory Enquiry - Item Code Costs When No SHOWCOST................. 104 Warehouse Labels..................................................... 104 Convert/Upgrade Items - Decimal Places............................... 105 Stock Catalog File Removed........................................... 105 Stocktake - Advanced Warehouse - Fifo Costing........................ 105 Stocktake - Prevent average cost being zeroed........................ 105 Customer Calls/Support Task allocated....................................................... 107 System Control/Transaction Posting Customer Statement................................................... 108 Stock-Detailed Enquiry Screen Display Of User-ID..................... 108 Additional Default For Major Function Flags.......................... 108 EDI - Display Of Trading Partner When Viewing EDI Files.............. 108 System-Web Info Details Accessibility For ISHOP...................... 109 SYS - Application Of Domain Codes To Credit Release Officers......... 109 Loading Of Service Packs............................................. 109 Specifying End Company Code In User Copy............................. 109 Project-Copy Of Project Rates & Allowances........................... 110 Ledger Logging....................................................... 110 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: ix PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page System Control/Transaction Posting continued... Payroll GL Mapping Flag Initialisation............................... 110 Local Manual Statement............................................... 110 Layout Code Help..................................................... 111 Web Sales Rep Code And Other Information Now Is.......................... 112 Button Styles have changed........................................... 112 Warning Message added for incomplete orders.......................... 112 New Components For Inc and Ex Tax Columns............................ 112 SDR V38424--ACCEPT NEW OCI TAGS PREFIXED WITH NEW_ITEM-.............. 112 TRADE DOCKET MODIFICATIONS........................................... 112 Editing of config files of a running site is now possible............ 113 SDR 38757 - CREDIT CARD AUTHORISATION................................ 113 SDR 38761 --- GL CODE VALIDATION..................................... 113 SDR 38822--EZFORM MODIFY............................................. 113 WEB - Non Contract Items Need Approval............................... 114 ECOM - Allow Ordering Of Items With Part Shipment = NO............... 114 Warehouse Management System Replenishment Process - Confirm...................................... 115 WHSE M030............................................................ 115 Warehouse Manual Putaway - Negative Putaway Records.................. 115 WHSE - Find Option In The Replenishment Process Function............. 115 RF Inventory Transfer For 'No Supply' Item.......................... 115 Stock Location Movement - Type D - Transfer Include Due Qut.......... 115 WHSE - Auto Putaway Of Non Lot Tracked Items......................... 116 Putaway Purchase Returned To A QA Holding Location................... 116 WHSE - Partial Location Allocation Of Pallet Ticketed Items.......... 116 WHSE - Putaway in Advanced Warehouse With Inwards Staging............ 116 WHSE - Zero Divide Error On Sales Order Release...................... 117 WHSE - Warehouse Productivity Reporting Of Picked Lines.............. 117 Appendix A Index................................................................ 118 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.1-PRONTO Software Pty Ltd Page: ixi