. APIs API - Order Despatch Email Not Being Sent (SDR:44929 ) Users created in the I-Shop system can be flagged to receive an email when the sales order has been despatched. This email was not being received. This issue has been addressed. Key Data Module/Function: SO M287 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 1 . Bill Of Materials BOM - Reversal Of Production For Items With Byproducts (SDR:44012 ) The reversal of production for an item which contained byproducts as part of the bill of materials is not being handled correctly. Rather than reversing the byproduct, extra quantity is actually coming into stock. This issue has been addressed. Key Data Module/Function: MANU M043 BOM - Planned Quantities In Availability/Shortage Report (SDR:44592 ) The creation of a firm planned work order is reported on the Availability/Shortage report summary as having no committed quantity. When the work order components are subsequently committed, a planned quantity is being displayed as well as a committed quantity. This is having an impact on the calculation of shortage quantities. This issue has been investigated and committed component quantities will no longer display as a planned quantity. Key Data Module/Function: MANU R021 Production Summary Report - Multiple Work Order References (SDR:44632 ) The Production Summary Report will now correctly show multiple Work Orders where the Reference number is the Work Order number. Key Data Module/Function: MANU R025 Reset Employee Details on change of Employee (SDR:44662 ) Employee Availability was using the previous employees hours if the current employee had 0 hours, reset the variable that holds the value. Key Data Module/Function: MANU R014 MANU T004 (SDR:44673 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 2 . Bill Of Materials continued... At 'Production Entry - no work order' screen, when a component type entry is corrected to a production type entry, it does not allow raw material item to be manufactured. Key Data Module/Function: MANU T004 BOM - Job Card Print Showing Additional Header Detail (SDR:44675 ) The printing of job cards for a particular range of work orders is displaying header information on the last page related to a work order outside the selection criteria. This issue has been addressed. Key Data Module/Function: MANU R069 Lot Tracked Finished Item With Actual Costing Method (SDR:44713 ) With this change, a two step process of production feedback and update complete of the work order will now correctly calculate the actual cost for each lot. Key Data Module/Function: MANU M043 Major Function Flags:- -Cost to Use to Value Stock = 'T' -, Work Centre Costs and Posting = '2' -, Select Labour Rate From = 'W' MANU M073 (SDR:44811 ) For a firm plan work order, the component warehouse for issuing materials from when user select mode 'Issue' is depends on the setup of the component warehouse in the BOM. If no warehouse code is being set for the components, the system will uses the default warehouse code. The method of deriving this default warehouse code is the same as the default component warehouse code durning work order entry. Key Data Module/Function: MANU M073 MANU T014 (SDR:44831 ) A disassembly work order raised for a serialised finished item, during production entry and at the same time issue the material. Now the system is asking the user to select a serialised item. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 3 . Bill Of Materials continued... Key Data Module/Function: MANU T014 MANU T001 (SDR:44849 ) Rejected lot-tracked, quality stock item writing incorrect transaction to stock movements and causes inventory integrity error. This has now been rectified. Key Data Module/Function: MANU T001 BOM - Submiitng Release Planned Orders Report To Batch (SDR:44909 ) The entry of the start and end release date report parameters do not allow the entry of rolling dates. This means the dates are not adjusted each time the report is submitted for batch processing. This issue has been addressed. Key Data Module/Function: MANU R047 Auto Issue - Total Issued Value (SDR:44964 ) When doing an Auto Issue on an In Progress Work Order, the value in the Total Issued column will remain as the quantity keyed in, rather than the difference between Required Qty and Total Issued. Key Data Module/Function: MANU M027 Issuing Manufactured Advanced Warehouse Items (SDR:45054 ) If a manufactured item that is kept in an Advanced Warehouse is issued, the process will continue unimpeded and will not cause the program to hang. Key Data Module/Function: MANU M073 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 4 . Accounts Payable Bank Statement Entries (SDR:44134 ) During [Entry] of type "P" transactions on the Bank Statement, if the "Reference" field was entered without using the [Help] function to select a transaction, the processing was not setting up required fields correctly, and was displaying a ZERO "Amount" column. Likewise, in [Correct] mode, the "Amount" column was being overwritten with a ZERO on these transactions. These problems have been rectified. Key Data Module/Function: AP T007 AP T041 (SDR:44398 ) EFT run is only allows to run single session at a time. The system determine the occurrence of second session is after the user has selected a bank account code and entered 'Cheque/Darft/EFT' prompt as 'E'. Under this situation a message to indicate another session of EFT is in progress will be issued and the second process will be aborted. Key Data Module/Function: AP T041 Added 'E'xact option to Summary Only Mode (SDR:44440 ) In it's normal execution, this report would show every suppliers and their balance, and then show only the transactions that applied to the report criteria entered. A new option of an 'E' has been added to the Summary Only question that will show only the suppliers that have any transactions that match this criteria. Also works in batch mode. Key Data Module/Function: AP R055 Fast Supplier Invoice Entry - Splitting Orders (SDR:44621 ) This modification addresses 2 problems. 1. When general ledger transactions are generated, some did not have the sub-ledger populated. This should now contain the supplier accountcode to allow drill-down. 2. If an item was placed on backorder during Goods Receipting it is moved to a new Purchase Order (same number but with suffix). The item line on the original _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 5 . Accounts Payable continued... order has the item quantity ordered set to zero. This line also appears on the Split Order screen which is displayed when the an invoice is received for part of the original order. Prior to this change, users were confused by the line because they new it was on backorder, and attempted to enter a value against the item. The system allowed this to be done, and caused problems with the batch totals and order values. This change is to disallow changes to the quantity on these lines, as they should be regarded as notational only. Key Data Module/Function: AP T020 Supplier Cheque Printing for Draft Payment Type (SDR:44625 ) The printing of cheques for suppliers with a payment type = "D" (draft) was not operating in the same manner as when a Manual Payment [AP.T034] was made to the account for a cheque. Basically, if the payment method is Cheque, then the system ignores the fact that the normal method is payment by Draft, and processes the payment as per normal. This means that: a. the payment is processed using the next available cheque number, b. the cheque number used is updated as used c. a transaction in output to the cheque register as a cheque payment d. the cheque number can be found in the Payment Register [AP.M051] for maintenance purposes as a "C" (cheque) payment. NOTE: When a payment is made by Draft in Manual Cash Payments [AP.T034], the payment is found on the Payment Register as a type "D" (draft) payment. This does not update the next cheque number, even if a cheque was used to purchase the draft. Key Data Module/Function: AP T041 Manual Cash Payment (SDR:44636 ) When processing a manual cash payment for a foreign supplier from a foreign bank account,the settlement discount column has been added to the screen. Key Data Module/Function: AP T034 Accounts Payable Freight Invoices (SDR:44853 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 6 . Accounts Payable continued... When Stock Ledger is locked for Current Period (ie flag= 4), the system should allow FUTURE period transactions to be posted. However, it was blocking them, and posting the freight value to PURVAR. This meant additional manual transactions were required after the current ledger was unlocked. Now it will only be blocked if: (a) ALL ledger is locked (ie flag = 3) or (b) the postings are for the locked current period. Key Data Module/Function: AP T020 EDI Parameter Error (SDR:44997 ) When using the mesbankanzd file, if set up correctly, the EDI log will not generate "unknown parameter" errors. EDIUPAYORD - cre/mespayord EDISD - cre/mesbnkanzd Key Data Module/Function: AP T041 Supplier Maintenance - Notes Exist Flag (SDR:45039 ) In the Maintian Supplier Accounts screen, the NOTES EXISTS flag will only show up if there are user generated notes, ie the flag will not show up even though there are internal notes associated with the supplier. Key Data Module/Function: AP M001 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 7 . Customer Relationship Management Request For PIN Number In Customer Relationship Management (SDR:44277 ) When making a 'Quotation Entry' against a prospect in 'Customer Relationship Management', it is possible that the program insists on entry of a PIN number, even when it should not be doing so. This happened under rare and very specific situations. However, this has been fixed and there should not be a request for a PIN number where it is not required. Key Data Module/Function: CRM M001 CRM Console - Phone display (SDR:44660 ) The display of phone numbers has been corrected to display the whole phone number. Key Data Module/Function: CRM M047 CRM - Data Mining Enhancement. (SDR:44680 ) Tht CRM data mining option has been enhanced to include theexit selection and output of multiple contacts per account based on attributes assigned at the contact level. Previously data mining would only occur at the 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 CRM - Multiple Email Recipients. (SDR:44803 ) The system was only sending emails to the first email address where multiple addresses were entered. This process now functions correctly. Key Data Module/Function: CRM M001 Prevent Report Error in Replink (SDR:44885 ) A error that occured when running this the Rep Additional Sync data process, has been corrected. Customer Relationship Management (SDR:44932 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 8 . Customer Relationship Management continued... When a new activity is entered and the default contact name is changed, the changes should remain when the transaction is complete. Key Data Module/Function: CRM M001 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 9 . Accounts Receivable Post dated Transaction Receipt (SDR:43575 ) When a postdated cheque with a settlement discount is processed, the discount amount will be posted to the Discount Account and Customer Control Account. Key Data Module/Function: AR T056 Rebuilding Warehouse Sales Summary Only (SDR:44612 ) Prior to this change, History reprocess - 'warehouse sales Summary Only Report' was not rebuilding whse sales summary. This has now been corrected. Key Data Module/Function: AR M270 Incorrect Help Screen In Labels - Customer Report (SDR:44666 ) When selecting the F2 Help Screen for the 'Start Customer Type' and 'End Customer Type' parameter fields in the 'Labels - Customer' report, the incorrect code tables screen will appear. This has been fixed. The correct 'Customer Type Codes' screen will appear instead. Key Data Module/Function: AR R036 Accounts Receivable- Shortname On Transactions By Account (SDR:44722 ) The customer account description was incorrect when the report was run with 'Print Transactions' = 'B' and 'Transactions by Branch Account' = 'Y'. This has been rectified. Key Data Module/Function: AR R007 Truncated Amount In Invoice Register Report (SDR:44750 ) When running the 'Invoice Register' report with 'Report Sequence' set to "I" and 'Report Mode' set to "F", invoice values of one million or more were being truncated. This has been fixed. Key Data Module/Function: AR R025 Postdated Transactions Receipt (SDR:44769 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 10 . Accounts Receivable continued... When the postdated transaction receipts are posted, the tender types are not being updated,hence the transactions are not appearing on the Receipt Transaction Listing. This has been rectified. Key Data Module/Function: AR T056 RMS Template - Mandatory End Date (SDR:44832 ) The End Date field in Retail Management Subsystems > Templates is now a mandatory field. This is because the End Date populates the "To" key field in the Promotion Transactions table. Key Data Module/Function: AR M279 RMS Closeout - Finalize Error (SDR:44884 ) When finalizing a promotion in RMS, there was a possibility of getting a runtime error due to Duplicate Keys. This problem has been eliminated. Key Data Module/Function: AR M170 AR M312 (SDR:44936 ) Now the user is not allow to raise manual invoice with territory masking set with territories restriction. Key Data Module/Function: AR M312 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 11 . Distribution Requirements Planning (DRP) DRP - DRP Requirements Not Visible To MRP Processing (SDR:44830 ) The MRP processing is not picking up the DRP requirements of branch warehouses. Using a DRP setting of 'F' denotes the warehouse as a factory distribution warehouse. When the MRP is run the requirements of the branch warehouses are to be considered. This issue has been addressed. Key Data Module/Function: MRP M001 DRP - Buyer/Planner Code Not Written To Reorder File (SDR:44888 ) The Releasable Planned Orders function is run to release the planned order requirements to the reorder file, using an action code of 'A'. The buyer/planner code is not being written to the reorder file meaning the filtering ability on this code in the reorder system cannot be used. This issue has been addressed. Key Data Module/Function: DRP R003 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 12 . Electronic Data Interchange (EDI) Receiving EDI Orders With Promotional Discounts (SDR:44678 ) With this change, PRONTO will now process incoming orders with due consideration to promotional discounts setup for the item. Key Data Module/Function: SYS M259 Major Function Flags:- -Customer Line Discounts Allowed = 'U' -Pricing Method To Use = 'A', 'B' Duplicate Reference - EDI Loopback Processing (SDR:44756 ) If there is an order that is a duplicate reference of a Finished SO, the code will treat the new order as a duplicate order. If another order is created with a duplicate reference of an active order, the new order will be placed On Hold and the previous active order will be cancelled. Key Data Module/Function: SYS M259 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 13 . General Ledger Financial Reporting - Drill Down (SDR:44535 ) GL account code instead of the account description is output in the heading column when a summary row is expanded. The function has now been changed to display the account description in the heading column and allow drill down from the description as well. Drill down from the acccount code is disabled in a detailed row when a row with an empty account code is the first to be output. It is because the first account code which is empty in this case set the XML tag for the whole column. This has now been rectified. When a summary row is the first row to be output, the hyperlink for accountcode is disabled for the whole coloumn. It is because the first accountcode in the summary row (with '...' appended to the end') which set the XML tag for the whole column is not a valid account code and thus disable the hyperlink for the whole column. This has now been rectified. Key Data Module/Function: GL M135 Bank Transfers (SDR:44751 ) When a bank transfer is processed between two local banks,the Payment Register Maintenance Screen incorrectly displays a currency code.This has been rectified. Key Data Module/Function: AP T018 FRW - Multiplier Row on Current Accumulation (SDR:44779 ) Muliplier row on current accumulation (i.e. row type = 'M', Start G/L code = 0 and End G/L code = the multiplier) which was used to multiply the accumulated column totals by a factor does not work in newer version because of the added drill down functionality. This has now been rectified. Key Data Module/Function: GL M135 General Ledger Prior Period Posting For Intercompany. (SDR:44799 ) Prior Period Postings contain a system generated period and year as part of the "details" field on the transactions. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 14 . General Ledger continued... Multiple transactions are generated with the same "details". A prior change to the posting altered this "details" field to be "BATCHED" as the contents on (eg) total Tax accounts was not correctly reflecting the source. However, for prior period postings it is important that the "details" field remains as set by the system, so this change is to ensure that it is not overwritten when multiple transactions are detected. Key Data Module/Function: GL T016 Major Function Flags:- -G/L Intercompany Used = 2 GL-Budget Listing Report Not Reporting By Chosen Parameters (SDR:44868 ) The report was selecting accounts that did not match the value in the filter "B/Sheet,Profit&Loss or Both". This has been rectified. Key Data Module/Function: GL R005 Financial Reporting - Underlined Values are not Printed (SDR:44994 ) Underlined values are not printed in the spooled file using "F5 >> Print" in XML reporting mode. Some customers have requested alignment between the overline and underline. Because a variable width font is used in XML reporting mode, the only way to do it is to underline the whole column first and then overprint with the values. However F5 Print cannot handle the overprint and will stop the value from printing. It is suggested that users use the Print button in the XML viewer to print instead of F5 Print. The issue is also raised in PLM for further investigation. Underlay with '_' in non XML reporting mode will cause the underlined value not being printed. This has now been rectified. This problem is similar to the above but because a fixed width font is used in non XML reporting mode, the issue can be resolved by just underlining leading blanks instead of underlaying the whole column with '_'. Spaces in heading is not underlined in non XML reporting mode. This has now been rectified. Key Data Module/Function: GL M135 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 15 . Project Costing Control Service-Close Projects For Archived Calls Run In Batch Mode (SDR:43359 ) The Integrity report screen cannot be displayed when this program is run in Batch mode. A change has been made that Integrity will always be run in Report and Correct mode when Close Projects for Archived Calls is run in Batch mode. Key Data Module/Function: PROJ T006 Major Function Flags:- -Project Control Options set to run Integrity Job-Projected Total Update In Forecast Cost To Complete (SDR:44122 ) The Projected Total was not being updated correctly on the screen when the Est. Cost to Complete was updated or the Set function was used. This has been rectified. Key Data Module/Function: SYS M468 Job-Schedule Invoice Not Retaining Information (SDR:44237 ) Invoicing a project where an Invoice Schedule had been setup resulted in some of the Note lines being truncated by 11 characters. This cannot be fully resolved at this time. The invoice is now printed correctly but the problem still exists on the screen. Key Data Module/Function: PROJ M050 Major Function Flags:- -Project MFF, Sales Order/Invoice Entry = 1 Job-Profit Takeup Using Two Profit Categories (SDR:44608 ) There was an issue when Profit Takeup was being taken up for the second time and 2 profit categories were being used. This resulted in additional General Ledger postings which had already been included in an Invoice for which a Profit Takeup had already been completed. This issue has been rectified. Key Data Module/Function: PROJ T002 Job-Issues Concerning Budget Purchase Orders (SDR:44672 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 16 . Project Costing Control continued... There are several issues addressed under this SMR :- 1) If a Purchase Order was created from the job budget details (ie stock items , specials) and then cancelled, another Purchase Order could not be generated for these items. 2)If a number of items made up the budget details and a Purchase Order was created then the relevant object (file) was not being updated for all items. This could result in an item being placed in another Purchase Order when the function raise Purchase Orders from the Budget was run next time. 3)If an Action date was entered in the Budget details then this was not being written to the Purchase Order line required date for the Note (DN) line of a Special item. These issues have been rectified. Key Data Module/Function: PROJ M145 Service-Integrity Reporting Errors (SDR:44674 ) If a Travel transaction was entered for a call where its Service Centre was flagged as not taking into account travel transactions, then the Integrity routine was reporting errors that the attended date/time fields on the Service Call Master and Service Multiple Engineer records were not set. Also the completed date on the Call header page and the Finished date on the 'Engineers assigned to Call' screen were being populated for a Travel transaction when Service Centre flag was set to No. These issues have been rectified. Key Data Module/Function: SERV M138 Job-Project Profit Distribution Report (SDR:44683 ) The last digit of the year of the 'Last Invoiced' column was being overwritten by the 'Percent Complete' figure. This has been rectified. Key Data Module/Function: PROJ T002 Plant-Work Order Forecasting Report (SDR:44763 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 17 . Project Costing Control continued... No heading was printed for the first page of this report. This has been rectified. Key Data Module/Function: PLT M134 Job-Invoicing Continuously Creating Sales Order Lines (SDR:44865 ) There was an issue where under certain circumstances this program would not exit a routine within the program and continuously create sales order line records. This has been rectified. Key Data Module/Function: PROJ M050 Quotation Maintenence (SDR:44882 ) In the Cost Categories Budget Screen, when the cost category markup is set up, entering the budget hours will populate the budget amount, both in entry and correct modes. Key Data Module/Function: PROJ M048 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 18 . Payroll and Human Resource Management (HRM) Pay-Load Time Clock For Simplex Format (SDR:44800 ) The employee code in the Simplex flat file format has been increased from 5 to 10 characters. Key Data Module/Function: PAY M090 Stock-Labarotary System Inclusion/Exclusion Rules (SDR:44829 ) An error message was being displayed when attempting to enter a stock item/batch reference in the function 'Lot Incl/Excl Rules Maint'. A more meaningful error message is now displayed that informs the user that he must enter results for that stock item/batch in Test Results Maintenance before using this function. Key Data Module/Function: INV M091 Payroll category codes (SDR:44922 ) Only check on use of non-existant category codes in pay codes if pay code GL category mapping flag is set to YES. Require entry of category code when creating or maintaining employees. Key Data Module/Function: PAY M086 Major Function Flags:- -Pay code GL category mapping != YES F2 Lookup In Payroll Tax Report Parameters (SDR:44948 ) Additional F2 lookup functionality have been included in the 'Payroll Tax' and 'Multiple Payroll Tax' reports. The parameters that now have the F2 functionality are 'Start/End Department', 'Start/End Location', 'Start/End Employment Code' and 'Start/End Category'. Key Data Module/Function: PAY R046 PAY R042 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 19 . Plant Maintenance SO - Invoice Update Creates GL Batch Imbalance (SDR:44475 ) Sales orders can be raised from the work order maintenance function within the Plant Maintenence menu. When the sales order against an advanced warehouse contains a mix of items with sufficient available stock and others without, it will be split. If the backorder split point is set to '3' this will be done when the order is loaded into the advanced warehouse. If the original order is subsequently updated a GL batch imbalance is created. This issue has been addressed. Key Data Module/Function: SO R097 WHSE M064 Plant Maintenance Work Order Purchases (SDR:44622 ) When creating a new Purchase Order from a Plant Work Order with a status of Quotation, and the quotation is changed to a Purchase Order, the Purchases list will correctly show the status of the cancelled Quotation and the corresponding Purchase Order with the status of "On Order". Key Data Module/Function: PLT M133 Work Request Entry and Branch Masking (SDR:44764 ) The initial entry of a Plant Work Request no longer checks the users branch masking against the Plant Items branch code. This was deemed to be an excessive check and given that the request would still require approval (which will recheck) it has been relaxed. Key Data Module/Function: PLT M137 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 20 . Purchase Order Incorrect GL Postings During Partial Invoicing and Receipt (SDR:44491 ) Under rare and specific circumstances, it is possible for the GL postings to be incorrect when performing partial invoicing of a purchase order followed by partial goods receipt. The status of the purchase order is also affected by the incorrect postings. These issues have been fixed. Key Data Module/Function: PO M006 Review Serial Number of Return Purchase Order (SDR:44598 ) Serial numbers assigned to a return purchase order which has been updated are not displayed using the 'Trace' mode during purchase order maintenance. This has now been rectified. Key Data Module/Function: PO M058 Outstanding Purchase Orders - New Page (SDR:44613 ) If the Outstanding Purchase Order is executed with the New Page parameter set to "Y", the report will correctly print each supplier starting from a separate page. It will not print a blank page at the start of the report. Key Data Module/Function: PO R004 Invoice Receipt Purchase Order With Multiple Project (SDR:44667 ) Accounts Split With this change, invoice receipting purchase orders for special lines with multiple project accounts split will now correctly post to the nominated project G/L accounts. Key Data Module/Function: AP T020 Major Function Flags:- -Allow 'On Order' Invoicing = '0' Purchase Orders - Lot Allocation for Goods Receipt (SDR:44682 ) Received quantity is reset to zero and thus stop the user from exiting the screen as the system thinks that not enough lots have been allocated when "Multi Entry" mode is selected again after all the required quantities are received and allocated to lots. This has now been rectified by avoiding _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 21 . Purchase Order continued... the received quantity to be reset in this case. Key Data Module/Function: PO M006 Tax On PO And Shipments For Tax Exempt Suppliers (SDR:44692 ) When a foreign shipment invoice is posted for a supplier that is exempt from tax, the invoice amount on the purchase order and the shipment includes tax. This has been fixed. Key Data Module/Function: AP T020 Major Function Flags:- -Tax Type = "L" PO M006 (SDR:44700 ) After PO requisition is 'Approved', then go to Maintain PO and review the PO. Then return to the approve/review/requisition screen, the approval status has been removed. This has now been rectified. Key Data Module/Function: PO M006 PO M006 (SDR:44774 ) When copying a purchase order by user who does not have module and function code 'PO' 'S001', the next available purchase order number is now displays on the screen. Key Data Module/Function: PO M006 Purchase Order Entry - Warehouse Addresses (SDR:44796 ) Where multiple warehouse addresses exist, the display of the addresses was only showing 8 of the possible 9 addresses. This meant that the 9th address could not be selected as a valid delivery address. The 9th address is now displayed and can be selected. Key Data Module/Function: PO M011 Problem With F4 Operation In Shipment Charges Screen (SDR:44802 ) The F4 key did not work properly when the cursor was on certain fields in the 'Shipment Charges' screen of 'Maintain _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 22 . Purchase Order continued... Shipment Details'. The Shift-Tab key also did not work properly in these fields. This has been fixed. Key Data Module/Function: PO M102 PO M026 (SDR:44901 ) Supplier type masking prevents reorder purchase order from being created. This has now been rectified. Key Data Module/Function: PO M026 PO M002 (SDR:44903 ) The Purchase Order Integrity clears the received purchase order amounts for contract order. This has now been rectified. Key Data Module/Function: PO M002 Cost Adjustment Order - Re-price/Cost Shipment (SDR:44906 ) With this change, PRONTO will now correctly generate cost adjustment order for the variance which is over and above the value set for MFF Min. Cost Adj. Orders, taking into consideration purchase orders with multiple lines of the same item. Key Data Module/Function: PO T002 Major Function Flags:- -Min. Cost Adj. Orders -, Purchase Shipment Charges Used = "Y" -, Cost To Use To Value Stock = "A" PO M114 (SDR:44968 ) The receive quantity of the entered purchase order line will only set to the same value as the order quantity when the purchase order line consists of stock code with 'Traceability' = SPACES. As for stock code with 'Traceability' = 'Y' or 'L', the received quantity will not automatically set to the same value as the purchase order quantity. The user is required to select 'All Rec' to receive the goods before select 'Q' or ESC to exit the program. If the user forgets to select 'All Rec', when select 'Q' or _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 23 . Purchase Order continued... ESC, a pop up window indicating not all items have been good received. Return to previous screen to receive all goods? Enter 'Y' will bring the user back to the previous screen that consists of 'All Rec'. To enable user to goods receive it. Enter 'N' means the purchase order status of this purchase order is set to 'on order'. At order conclusion screen, attempt to enter 'U' will not permitted. The user is required to enter 'R' to leave the order status as it is. Perform the goods receipt and update process via Maintain Purchase Order screen. KeyeData Module/Function: PO M114 Approve Requisition Merge - Officer Requisition (SDR:44978 ) If an Officer's Requisition Level is below the Requisition Total of a merged requisition order, on exiting the screen the system will not allow the user to change the status of the requisition. Key Data Module/Function: PO M094 PO T029 (SDR:44979 ) When a Purchase Order with multiple stock items, where the first line has a stock code which is a QA item and the second line stock code is normal stock code. During Purchase Order update the normal stock code is set with preference code similar to the fist stock code. This has now been rectified. Key Data Module/Function: PO T029 PO M058 (SDR:44980 ) Purchase order return of serialised items more than it's available serialised items has causes inventory integrity error. This has now been rectified. Key Data Module/Function: PO M058 Major Function Flags:- -Serial Number Traceability = 3 or 2 Stock Movements - Lot Tracked Items. (SDR:45061 ) Purchase movements for a lot tracked item to update the accountcode field correctly within the stock movements. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 24 . Purchase Order continued... Key Data Module/Function: PO M003 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 25 . Point of Sale POS - Lot Allocation for Cash Sales (SDR:44460 ) POS cash sales entry is not provided with a way for maintaining lot information of lot tracked item when Poing of Sale Operating Mode is set to 5 (i.e. skip to sales order line entry screen) and serial number traceability is mandatory. Key Data Module/Function: POS M026 POS Mode 6 Creating Stock-warehouse-detail records (SDR:44482 ) Makes changes to SMR 41950, now in POS mode 6, the system will if a stock-warehouse-detail doesn't exist create one automatically for Kit items, but prompt the user on whether to make one for normal items, this allows the users some stock control to ensure that they do actually have the correct item to sell. Key Data Module/Function: POS M017 Major Function Flags:- -POS Mode = 6 Discount Always Applied To Last Line In POS Entry (SDR:44778 ) When performing a Point of Sales Entry with multiple line entries, any line discount entered was always applied to the last line, even if the discount should have been applied to another item. This has been fixed. Also fixed is an issue where the 'Point of Sale Options' screen may appear everytime the UP/DOWN arrow key is used to navigate through the records. This used to happen after the 'Point of Sale Options' screen was displayed at least once before using the UP/DOWN arrow keys. Key Data Module/Function: POS M017 Full Item Description Not Displayed In POS (SDR:44781 ) This only applies to PRONTO Release 632 and above using Point of Sales screen type "2": When making a POS Entry with items that have no images, the full item description did not display when it should. This only happened to items with the full description exceeding a certain length. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 26 . Point of Sale continued... This has been fixed. Key Data Module/Function: POS M017 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 27 . Rental Rental-No Invoicing Option Given When No Orders On Hire (SDR:44657 ) A Rental Contract may have 2 or more Consignment Orders attached to it. This contract can be shipped without any invoicing being done. If in the one transaction all the orders were received back then the user was not getting the option to invoice the contract after the last order had been received. This has been rectified. Key Data Module/Function: RENT M006 Missing Total In Projected Rental Income Report (SDR:44685 ) The financial year total for the last full or partial financial year was missing from the 'Projected Rental Income' report. This has been fixed. Also fixed is an issue where the report failed to run properly in batch mode. Key Data Module/Function: RENT R027 Rental Trial Balance Report (SDR:44708 ) When running the Trial Balance Report in the Rental/Contract module, the Territory Summary figures will correctly accumulate all customer totals. Key Data Module/Function: RENT R032 Rental-Change End Dates And Rental Increase (SDR:44878 ) There has been a change where the Contract End Date was extended and a rate increase was specified. The rate increase was only made from the original contract end date to the new contract end date. This is now changed so that the rate increase applies from the start of the contract period or the last date the contract has been invoiced. Key Data Module/Function: RENT M023 Rental-Removal Of Contract With 'Entered ' Status (SDR:44962 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 28 . Rental continued... The status of the serial unit was not being changed from 'Allocated' to 'Available' when an 'Entered' Contract was removed. This has been rectified. Key Data Module/Function: RENT M023 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 29 . Sales Reports SALES - Reporting By Fixed Periods In Custom Sales History (SDR:44626 ) The creation of a custom sales history report with a sequence of 'B' and hierarchy of 'A' does not recognise the difference between reporting fixed and rolling periods. The data reported is always for a rolling period format. This issue has been addressed. Key Data Module/Function: SALE R070 Sales-Sales Analysis Detail Report Concerning Kits (SDR:44753 ) If the same Kit item was added to 2 or more Sales Orders, which had the same customer ,and were entered on the same day then this report under calculated the value of those Sales Orders. This has been rectified. Key Data Module/Function: SALE R056 SALES - Displaying Budget Profit In Custom Sales History (SDR:44766 ) The design of a custom sales history report can allow for the selection of a budget profit column. This will depend of course on the sequence and hierarchy values that are chosen. Creating a custom report with the follwing values - Primary Sequence (A) - Hierarchical Structure (E) will use the budget profit values that have been entered into the 'Profit by Territory by Item Group' function and display these on the report. This can then be used to calculate profit variation. Key Data Module/Function: SALE R070 SALES - Reporting By Fixed Periods In Custom Sales History (SDR:44973 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 30 . Sales Reports continued... The creation of a custom sales history report with a sequence of 'C' and hierarchy of 'A' does not recognise the difference between reporting fixed and rolling periods. The data reported is always for a rolling period format. This issue has been addressed. Key Data Module/Function: SALE R070 SALES - Report Past Values Using Fixed Period Definitions (SDR:45010 ) The definition of a custom sales history report allows periods to be reported as a fixed financial year or rolling periods. The reporting of past values is not being handled correctly when a fixed period report definition is used and the data is not in the correct bucket. This issue has been addressed. Key Data Module/Function: SALE R070 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 31 . Service Call & Contract System Service-Calls Entered through Web For Brisbane Branch (SDR:42519 ) Calls entered by clients, whose branch was Brisbane, through the web did not allow for Queensland not having daylight saving. This has been rectified. Key Data Module/Function: SERV M001 Create Service Contract (SDR:43686 ) In the Customer Maintenance,where there is no delivery address, the province code and pst tax exemption flag will be stored in the company master address. When creating a Service Contract, the information is then loaded into the Service Contract when the company master address is loaded. When Creating a Service Contract and the address is modified with a different province code and tax flag, the Project created will default to the same service contract address. In Contract Maintenance, when the province code and tax flags are modified, the changes will be updated and displayed on the main Contract Maintenance Screen. Key Data Module/Function: SERV M085 Service-Change Of Customer Not Updating Site Address (SDR:44392 ) Changing the customer in Contract Maintenance did not update the Site Address details. This has been rectified. Key Data Module/Function: SERV M118 Service-Sales Order Not Displaying Stock Description (SDR:44413 ) The stock description of item SER_MIN_C_BH was not being displayed correctly in the Sales Order Entry screen after a docket has been raised for a call. Key Data Module/Function: SERV M001 Finished Calls Housekeeping (SDR:44458 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 32 . Service Call & Contract System continued... When archiving the Finished Calls, the date should be based on the time when the call is finished,not on the date of the last transaction. Key Data Module/Function: SERV M104 Service-Notes Not Printing On A Cancelled Invoice (SDR:44466 ) Notes that are entered against a Service Call will be entered into the generated docket (Sales Order). If this Sales Order was then cancelled and a new docket generated then the notes were not being inserted into the Sales Order. This can now be achieved if an entry of "SERV_NOTE" is made in the "DZ" systems table. Key Data Module/Function: SERV M096 Service Call Maintenance - Picking Slip Issue (SDR:44486 ) On the Picking Slip Issue screen, the modes [Return Pick] and [Issue] actually create new transactions. On return from these functions, the original screen did not display the new transactions. This change is to ensure that the new transactions appear on the screen after returning from the function. Key Data Module/Function: SERV M290 Service - Docket Created with Wrong Total Line Amount (SDR:44487 ) When charge out hours of the last timesheet entry is modified to be zero (i.e. chargeout amount = 0), the item price (defined as total chargeout amount / quantity of item) is not recalculated. This results in a wrong total line amount during sales order line creation. This has now been rectified. Charge out hours set to zero is not stored against the timesheet transaction. Thus it is not displayed when user enquires the charge out breakdown. Also when docket is generated, without knowing the charge out breakdown anymore, the transaction cost hour is used which is incorrect. This has now been rectified. Key Data Module/Function: SERV M096 Service Contract Maintenance (SDR:44492 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 33 . Service Call & Contract System continued... Depending on the sequencing of the data entry procedure, sometimes serial numbered units were being added on file without the item code being populated, thus breaking the link between unit and service contract. Basically, this was caused by adding a stock code to the contract, and setting the flag to "N" for serialised units. At a later time, this flag was changed to "Y" but no serial numbers attached to the contract. Then, when [Full Unit] mode was used to add the serialised units, the units were created without the item code. Key Data Module/Function: SERV M118 Major Function Flags:- -Service = 2 Service Contract Invoicing Customer Type Filter. (SDR:44513 ) There are many fields checked on a customer master record during the invoicing run, to validate whether or not the contract should appear in the run. When a range of Customer Types are entered on the parameter screen, if the customer does not fall within the range, it is flagged to be ignored in the run. A check further down in this procedure called an include to validate the Customer Territory. Unfortunately, it passed the same flag to the include where it was set to OK before checking for valid territory. This obviously overwrote any previous settings of the flag (including the customer type check). Thus, if the Territory was OK, the contract would appear in the invoice run, even thought it was outside the Customer Type range desired. The problem has been resolved, and the flag will no longer be overwritten by the territory check. Key Data Module/Function: SERV M296 Major Function Flags:- -Project Costing Used = Y, Service System Used = 2 -, Service MFF Check Cust Terr = Y FU Invoice Header Code Prints Wrong Service Number (SDR:44816 ) When using the 'FU' invoice header layout code to print the associated 'Service Number' for the 'Serial Number' attached to a service call, the service number printed may be incorrect. For customers encountering this problem, there is a new option when defining the 'FU' invoice header layout code that will fix this. Simply assign the value "A" into _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 34 . Service Call & Contract System continued... the 'Source' field when setting up the 'FU' layout code. Key Data Module/Function: SERV M116 Call Maintenance by Call Number (SDR:44872 ) Service sales order for an item, which has been raised as a picking slip issue, then returned and another picking slip raised, has the incorrect quantity on the sales order line.This has been rectified. Key Data Module/Function: SERV M096 Call Maintenance by Call Number (SDR:44898 ) The 'Return Picking Slip' Screen is creating positive Credit Note quantity if user exits without updating. This has been rectified. Key Data Module/Function: SERV M096 Call Maintenance by Call Number (SDR:44915 ) When a Credit Note is raised for Picking Slips against a Service Call,a warning message will be displayed if a Credit Note has been previously raised. Key Data Module/Function: SERV M096 Service Aged WIP Report (SDR:44970 ) The Aged WIP Report did not allow the entry of Project Type of "X" for reporting. However, if "All" project types were selected, "X" was included in the totals. Therefore, "X" is now allowable as a valid reportable project type. This will assist in WIP reconciliations. Key Data Module/Function: SERV R001 Major Function Flags:- -Service = 2 Log Calls (SDR:44998 ) When raising a service call for a customer on 'No Supply' and service flag 'No Supply Customer' is set to 'H',only a restricted menu option should be displayed where user can only edit,cancel and hold the service call. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 35 . Service Call & Contract System continued... Key Data Module/Function: SERV M116 Major Function Flags:- -sys-service-no-supply-action = H _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 36 . Sales Order Merging Sales Order When Deliver Address Not Copied (SDR:43673 ) When a Sales Order is copied to another Customer and the Address details are not copied, the new Sales Order will still allow merging of backordered items. Key Data Module/Function: SO M001 ScanPack - Pick and Pack Multiple Own Boxes (SDR:43739 ) Only one sales order line package lot is created when multiple own boxes are picked and packed. This has been modified to generate multiple package lots. Key Data Module/Function: WHSE M014 JOB - Maintain Serial Numbers for Picking Slip Return (SDR:44355 ) Programs have been enhanced to provide the functionality to return serial numbers for picking slip return. WHSE - Serial Number Allocation Using RF Unit Returned serial number cannot be reallocated to a new sales order line using RF unit. This has now been rectified. Only one serial number is allocated to sales order line of multiple quantity. The newly allocated serial number to the next unit of the same item will always replace the previous one. This has now been rectified to allocate multiple serial numbers. Key Data Module/Function: SO M290 WHSE M013 Transfer Sales Order between Different Warehouse Groups (SDR:44403 ) In transit amounts is posted to the PV (Price Variance between Sales and Cost) account instead of the IT (In Transit) account when transfer goods between different warehouse groups are received and average cost is used. This has now been rectified. Display of Warehouse Group in Inventory Maintenance The warehouse group of the last viewed warehouse remains on the display if the current viewed warehouse does not belong to any warehouse group. This has now _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 37 . Sales Order continued... been rectified. Key Data Module/Function: SO T009 INV M138 Sales Order Entry - Create New Serial Number for Credit Line (SDR:44414 ) User is not allowed to create new serial number for serialized stock item in a credit sales order line when MFF Serial Number Traceability in Inventory Procedures is set to '2' or '3'. It used to be allowed in version 4.02. The function has now be changed to allow the creation of new serial number only for negative ordered quantity. Key Data Module/Function: SO M287 SO - Additional Fields Added To Transfer Flat File Export (SDR:44415 ) A sales order can be exported using the 'S' option of the Transfer Flat File Create option. Additional fields have been added to the export. These are - currency code - tax rate code When the sales order is imported back in using the 'O' option these values will be used, provided they are the same as when the order was exported. In the case of the tax rate code, the rate associated with the code must also be the same. Key Data Module/Function: SO M071 Split of Sales Order with Manufacturing Items (SDR:44496 ) When a sales order with items to be manufactured is split, the status of the orignal sales order is not updated after all the backorder or to-be-manufactured items are split into a new order. After sales order with items to be manufactured is split into a newly created backorder, the status of the original sales order needs to be re-accessed with consideration of the setting of the major function flag 'Conclusion Status Default'. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 38 . Sales Order continued... The new change will set the status in the following ways. 1. Default = P, C, I, U, A, B or H/O (Credit Officer within Credit Limit) --------------------------------------------------------- Original Old Status = To Be Manufactured Original New Status = Ready for Picking Backorder = To Be Manufactured Original Old Status = Work Order Raised Original New Status = Ready for Picking Backorder = Work Order Raised 2. Default = H or O (Non Credit Officer or Credit Officer out of limit) ---------------------------------------------------------- Original Old Status = To Be Manufactured Original New Status = On Hold Backorder = To Be Manufactured Original Old Status = Work Order Raised Original New Status = On Hold Backorder = Work Order Raised Program can only set status of original sales order to be 'Ready for Picking' or 'On Hold' as other status requires extra processing. Key Data Module/Function: SO M001 SO - Returns Management (SDR:44538 ) No new credit note number is generated when a second credit note is created via Returns Management. Instead the credit note number of previously created and updated credit note is being used again. This has now been rectified. Key Data Module/Function: SO M189 Missing Price Record For Alternative Item Code (SDR:44539 ) When selecting an alternative (substitute) item code which has no price record, the program was not notifying the user of the non-existent price record. This has been fixed whereby the program will pop-up an error message notifying the user that the price record does not exist, when there is no price record for the selected _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 39 . Sales Order continued... alternative item code. Key Data Module/Function: SO M001 SO E063 AR - Approve Request for Credit (SDR:44550 ) The "RMA Approve" mode key is added to the screen to allow approval and conversion of sales orders of status 'Request for Credit Printed' to 'C/N Ready to Print'. Key Data Module/Function: SO M217 IFS Carrierlink Delivery Address Output (SDR:44551 ) If a customer has multiple lines of Address set up and an SID file is created from a carrier manifest, the Address lines should translate correctly into the file's two address fields, as long as it fits to the field specification of 30 characters per line. Key Data Module/Function: SO R122 Misleading Error Message In Delivery Docket Print (SDR:44573 ) If the user attempts to reprint the delivery docket for a finished sales order, an error message will appear, requesting users to reprint via the Customer or Sales Order Enquiry screens. This is misleading, as it is not possible to reprint delivery docket of finished sales orders. The error message has been reworded to avoid confusion. Key Data Module/Function: SO R096 Invoice and Credit Note Print (SDR:44601 ) When a stock is issued to a call,the stock item code will be printed on the invoice regardless of whether there is a service contract attached to the call. Key Data Module/Function: SO R100 Full Order Entry (SDR:44633 ) When the sales order procedure flag, Calc Discount from Ex Tax Figure is set to 1 and a sales order is entered, _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 40 . Sales Order continued... the price changed on the order line does not update the price extension and it retains the original price. This has been rectified. Key Data Module/Function: SO M001 Advanced Warehouse - Next Consignment Note Assignment (SDR:44651 ) In an Advanced Warehouse setup, when despatching and overshipping, if you do not want to select a lot, the system will allocate it to the LOST location. The system will correctly issue the selected carrier code's next consignment number. Key Data Module/Function: SO M287 Major Function Flags:- -Allow Overshipping = Y, Stock Override 2 Sales Order With Blank Carrier Code Retain Bill-To Code (SDR:44693 ) In some systems, the carrier (bill-to) code was being retained from the previous order when despatching a sales order with a blank carrier code. This has been fixed. Key Data Module/Function: SO M287 Missing Header On First Page Of In Progress SO Report (SDR:44727 ) The heading was not printing on the first page of the 'In Progress Sales Orders' report when the option 'New Page per Sequence' was set to "N". This has been fixed. Key Data Module/Function: SO R030 SO M0334 (SDR:44744 ) When a credit note is raised against a rebate, the system crash with I/O errors. This has now been rectified. Key Data Module/Function: SO M334 SO - Own Box Processing With Multiple APN Codes (SDR:44746 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 41 . Sales Order continued... Multiple APN codes can be flagged with an own box code. This will simplify the scan pack procedure for goods that are shipped in their own box as a label can be generated without the need to manually select the own box mode. If the APN defined against the item code is created with an own box code it is possible that when the APN is scanned it will not be recogised as having its own box. This then requires extra steps in the scanning process. This issue has now been addressed. Key Data Module/Function: SO M296 Stock Available For Non-Dedicated Customers (SDR:44747 ) The stock available for sale for non-dedicated customers will now be correct when there is overcommitment in the dedicated zone for the dedicated customer. Key Data Module/Function: SO M001 Major Function Flags:- -Dedicated Customer Zones = 'Y' SO M001 (SDR:44770 ) If the user does not have security code SO S019 permision to view the sales order note. A message is displayed on the screen to indicate the require of such security in order to view and entry. Key Data Module/Function: SO M001 Major Function Flags:- -Security ode: SO S019 SO - Designation Of Own Box Processing (SDR:44773 ) Within the Scanpack picking process reference a check is made for the existence of a pack description to determine if the item has an own box. This functionality is no longer required from version 632 onwards. Key Data Module/Function: WHSE M014 SO - Pricing Of Packaging Items (SDR:44776 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 42 . Sales Order continued... The entry of a sales order line for a packaged item will automatically create a sales order line for the associated packaging item once confirmed. In some circumstances the price that is generated for the packaging item is not obeying the pricing rules that have been created. This issue has been addressed. Key Data Module/Function: SO M001 SO - Price Enquiry On Kit Items With Serial Components (SDR:44780 ) The entry of a kit item with serial controlled components in the price enquiry function is unable to return a price. The system is attempting to validate the serial numbers of the component items. This type of validation is not required as a price enquiry is being performed. Key Data Module/Function: SO E063 Invoke Override Program for SO_OP_LINE for Tally Item (SDR:44797 ) Override program defined for SO_OP_LINE in the PR code table is not used or invoked if the sales order line is created for tally item via the Tally Entry screen. The function has now been added such that the override program will be invoked after a sales order line is created for fixed or random length tally item but before the calculation of the order totals. In this way, the override program will be invoked for each sales order line created when multiple sales order lines are created. Key Data Module/Function: SO M001 Printing Cancelled Sales Orders (SDR:44804 ) Printing of cancelled orders is now not possible as the system will detect and prevent printing of cancelled orders. Key Data Module/Function: SO E007 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 43 . Sales Order continued... SO E024 SO E047 Sales Order Despatch For Serial Item With 'Use Normal' Mode (SDR:44808 ) Corrected a display issue when despatching sales order with multiple serialised items using 'Use Normal' mode to select serial number. Key Data Module/Function: SO M287 Major Function Flags:- -Serial Number Traceability = '3' -, Serial Screen Entry Style = '3' In Progress Sales Orders Report's SO Drill-Down May Not Work (SDR:44820 ) Under certain rare situations, the drill-down for the sales order number in the 'In Progress Sales Orders' report may not work. This has been fixed. Key Data Module/Function: SO R030 Cash Receipts (SDR:44837 ) The environment variable RECEIPTS could be setup to direct which printer cash receipts should print to. However, this rule was not being obeyed in the cash receipts program and was being overwritten by the default cash drawer printer. This has now been corrected. Key Data Module/Function: POS M023 Technical Reference/Dict. Changes SO M287 (SDR:44866 ) For a type 6 warehouse, despatching a transfer order is not allowing stock to go negative even though the Allow Shipping flag is set to Y. This has now been rectified. Key Data Module/Function: SO M287 Major Function Flag:- Inventory procedure:- - Allow Overshipping = Y - Stock Override = 2 Sales Order Conclusion - Serial/Lot Allocation (SDR:44876 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 44 . Sales Order continued... Serial or lot allocation screen is not invoked for the entry of serial or lot numbers after new serialized or lot tracked items are added via the sales order line edit screen and the conclusion status is set to be 'Ready to Print Invoice'. This has now been rectified. Key Data Module/Function: SO M001 Mainframe link 1250 Toll Connect - Delivery Address (SDR:44928 ) This change corrected the output of delivery street address spanning more than 1 line, up to a maximum of 60 characters in accordance to specification. Key Data Module/Function: SO R122 Table Entry:- -Program Override EDSCONNOT7, - so/mesconnot7 In Progress Sales Orders Report Name Missing (SDR:44935 ) When running the 'In Progress Sales Orders' report in immediate mode, the report name may not be shown in the report progress conclusion screen. This has been fixed. Key Data Module/Function: SO R030 Sales Order Discount Price on Cancel/Swap Inventory (SDR:44971 ) If a discount is set up for a Customer that is lower than the line discount set on a Sales Order Line price, an item swap will correctly pick up the price of the new line item. Key Data Module/Function: SO M026 Split for Credit On Hold Sales Order (SDR:44976 ) When a sales order with status 'Credit On Hold' is split, the status of the newly split sales order is set to 'Backorder'. It should be set to 'Credit On Hold', same as the original sales order. This has now been rectified. Key Data Module/Function: SO M053 SO M287 (SDR:44982 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 45 . Sales Order continued... The 'Use Normal' function displays the incorrect sock code description when selecting serials for despatch under specific processing keystrokes has now been rectified. Key Data Module/Function: SO M287 Multiple GTIN Purchase Order Printing (SDR:44995 ) If the "AU" (Stock APN Number) is selected for the Layout Details, the report will correctly print out the corresponding GTIN number in the report. Key Data Module/Function: PO M006 Sales Order Return - Edit Action Type (SDR:45034 ) When finishing off a Return Authorisation and the Action type selected is "E" for Edit, the system will correctly show the current Sales Order to edit. Key Data Module/Function: SO M001 SO M069 (SDR:45052 ) If the item is a kit component. When select mode 'Allocate', the system will issue a message 'Item is not a kit component. Allocate using mode 'Order Allocate'. Key Data Module/Function: SO M069 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 46 . Inventory System STK - Subtotal And Total Discrepancy In ABC Analysis Report (SDR:44090 ) The ABC analysis report can be run in either item sequence or in group sequence. The impact of negative values on the report output is different depending on the mode chosen, causing possible discrepancies between subtotal and grand total values. This issue has been addressed. Key Data Module/Function: INV R046 INV - Copying of Products and GTINS (SDR:44463 ) Changed inventory copy procedure to not copy any Muliti UOM or GTIN information if the Prevent Duplicate GTIN Entry MFF is set to a Y. It will insert the applicable inventory UOM informtaion but with SPACES as the GTIN value. If the Prevent Duplicate GTIN Entry flag is an N, the system will copy all the same information as the originating product, but will set the GTIN codes to Spaces. Key Data Module/Function: INV M138 Major Function Flags:- -Prevent Duplicate GTIN entry STK - Removing And Consolidating Quantities In LOST Location (SDR:44616 ) The Stock Location Enquiry provides the ability to correct quantities on the location records. Depending on the adjustment made this could create a location record for the LOST location. The inventory integrity check was being run after each correction which was generating multiple LOST location records which could not be consolidated. This issue has been addressed and the inventory integrity check will be done after all adjustments have been made. Key Data Module/Function: INV M291 INV T011 (SDR:44620 ) When performing a negative stock adjustment for lot _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 47 . Inventory System continued... track item. If there is negative due out quantity for this item, the system is not taking this due out quantity as part of the availability of stock. When such lot number is selected, the system will issue a message to indicate stock is insufficient to allow negative adjustment. Key Data Module/Function: INV T011 INV T012 (SDR:44624 ) The build/merge items function does not take the formulation quantity into consideration when checking against the stock availability of the components. This has now been rectified. Key Data Module/Function: INV T012 Price Book - Incorrect Reporting Of Item Cost (SDR:44627 ) This change corrected incorrect reporting of item cost. Key Data Module/Function: INV R071 Major Function Flags:- -Cost To Use To Value Stock = 'A' Warehouse Storage Details With Warehouse Masking (SDR:44630 ) With this change, a user with masking for a specific warehouse can now access the general warehouse storage details ( warehouse code = SPACES ). Key Data Module/Function: INV M291 Table Entry:- -User Masking - W != ???? Cosmetic Change to QTY Break Entry (SDR:44661 ) Made a change to the special pricing screen that would clear out the screen if the user corrected a record with multiple breaks and set the first qty break to a ZERO, it now clears the screen, behaving exactly the same as if this was done at one of the 8 other qty breaks. Key Data Module/Function: INV M112 INV T006 (SDR:44676 ) When issue/Adjust Inventory direct from warehouse to manufacturing warehouse using 'Issue In' = 'W', if the _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 48 . Inventory System continued... reference is not exists in the stock fifo location file. It creates a new record with blank bin location. Now under this situation, if this factory warehouse has set up the bin location information at stock warehouse detail file, the system will get the bin location from it rather than leaving it blank. Key Data major function flag: Inventory procedure, FIFO Stock/Whse Control = '1' Module/Function: INV T006 Project Costing Stock - Renaming Item (SDR:44699 ) If a project has more than one item issued to it, and those items' Item Code are renamed, the Project Costing transactions will reflect the change of code. Key Data Module/Function: INV M176 Stocktake For Items With Zero Average Cost (SDR:44704 ) Prior to this change, PRONTO incorrectly processed items with ZERO average cost and no net change in item count during stocktake for average costing method, resulting in uncorrectable integrity error. This has now been corrected. Key Data Module/Function: INV T023 Major Function Flags:- -Cost to Use to Value Stock = 'A' Return Stock To Warehouse - Warehouse Selected (SDR:44705 ) With this change, the warehouse selected from the selection list will now be accepted. Key Data Module/Function: INV T007 Several Costs Available In Inventory Maintenance (SDR:44710 ) Several item costs fields were still appearing in the 'Inventory Maintenance' screen even though the user's SHOWCOST security was removed. The 'Sales Cost', 'Price level 0' and 'Price Plus Tax' fields were among those affected. This has been fixed, where these fields will not be available without SHOWCOST security. Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 49 . Inventory System continued... Module/Function: INV M138 SO M005 (SDR:44715 ) SO integrity fails to correct subsequent "Total ordered amt" and 'Total ordered tax" errors has now been rectified. Key Data Module/Function: SO M005 Stock-Item Price Report Displays 4 Decimals For Price (SDR:44749 ) The display of the stock item price has been changed from 2 to 4 decimals. Key Data Module/Function: INV R071 Quick Inventory Maintenance for Style/Colour/Size Stock Item (SDR:44791 ) The following issues have been rectified. 1. Price change of a style stock item via Quick Inventory Maintenance using the mouse applies only to the first colour/size, but not to the original style nor other colours/sizes items. 2. When F4 or OK is used to accept all inputs after the price is changed, the price of the original style is not changed. 3. Description change of a style stock item will only apply to the original style item, but not the colours/sizes. Key Data Module/Function: INV M419 INV M138 (SDR:44801 ) Only users with tax type = 'S' (Sales Tax) is allows to maintain/ enter this 'Tax on Purchase' prompt. As this is only applicable to sales tax environment. Key Data Module/Function: INV M138 Table Entry:- -sys-tax-type = 'S' INV E005 (SDR:44809 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 50 . Inventory System continued... In Inventory Enquiry Console when preferences is set to view suppliers by highest priority first, the supplier details is now showing the corresponding stock supplier information correctly. Key Data Module/Function: INV E005 Cost Simulation For Product Configurator Items (SDR:44812 ) With this change, cost simulation for product configurator items can only be executed via the option 'Multi Costing'. Key Data Module/Function: MANU M071 MANU M042 (SDR:44814 ) Prevent Duplicate GTIN Entry = Yes, during bom copy function, the GTIN number will not be copied, but the UOM information will retain. Prevent Duplicate GTIN Entry = No, during bom copy function, the GTIN number will be copied along with the UOM information. Key Data Module/Function: MANU M042 Major Function Flags:- -Prevent Duplicate GTIN Entry Stock-Description Of Tests Losing Decimals (SDR:44825 ) When maintaining a numeric test the number of decimals value was being set to zero. This has been rectified. Key Data Module/Function: INV M086 Stock-Spelling Errors In Laboratory System (SDR:44826 ) There was a spelling error which was repeated a number of times. These have been corrected. Key Data Module/Function: INV M094 Stock-Laboratory Item Tests Auto Entry Function (SDR:44827 ) Auto Entry was displaying and writing to the relevant object (file) values for the 'Freq' and 'Inc on CA'. This has been _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 51 . Inventory System continued... rectified. Key Data Module/Function: INV M236 Special Characters Used In Label Printing (SDR:44852 ) When printing labels that contain data with quotes ( " ) and a comma ( , ) in the same field, the print-out may be truncated. This is now fixed. Key Data Module/Function: INV R105 MANU R038 MANU R033 MANU T014 AR R036 SO R032 SO R125 SO R064 SO R132 SYS M123 WHSE R028 INV R089 Advanced Warehouse Stock Take - Zero Stock On Hand (SDR:44880 ) With this change, if a stocktake is prepared for a type 3 warehouse containing a number of new items, and an automatic processing mode is selected, PRONTO will now issue the warning once and skip these items. These items will require manual processing modes for the input of location codes and quantity. Key Data Module/Function: INV M428 Stock-Text Value Not Displaying In Certificate Layout (SDR:44883 ) In the Heading section of an Analysis Certificate layout a "AG" (entered text) line can be entered. After entry the text value was not being displayed on the screen. This has been rectified. Key Data Module/Function: SYS M382 STK - Populating The Recent List In The Inventory Console (SDR:44905 ) _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 52 . Inventory System continued... The Inventory Enquiry Console allows the entry of keywords to find valid stock items. When the keyword search has been used the 'recent' list is populated with the keyword rather than the selected item code. This issue has been addressed and the 'recent' list will only be populated with valid item codes. Key Data Module/Function: INV E005 Stock-Lab System Enquiry On Sold Lot (SDR:44908 ) There was an issue where if a particular lot of a stock item was fully sold then it could not be maintained or enquired on. This has been rectified. Key Data Module/Function: INV M094 Stock-Daily Warehouse Report Cosmetic Changes (SDR:44918 ) This report has had 3 cosmetic changes :- 1) The last digit of the despatch date of the 'Stock transfers in Transit' report was not being printed. This has been rectified. 2) The Heading of 'Supplier' has been changed to 'Item Code Supplier' 3) A new column has been added next to the 'Despatch Date'. It is 'Actual despatch Date'. This is the field 'Act. Delivery' in Sales Order Edit. Key Data Module/Function: INV R055 Stock-Cosmetic Faults In Laboratory Subsystem (SDR:45008 ) Two cosmetic faults have been corrected under this SMR :- 1) Test Results Maintenance screen - display of 'Batch Ref' field. 2) Function INV E006. Choosing F2 at item code prompt and selecting an item did not display this item on return . Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 53 . Inventory System continued... Module/Function: INV M094 STK - Adding Enquiries To Favourites In Inventory Console (SDR:45028 ) The Inventory Console allows the addition of various enquiries to a favourites list. If the favourites list is empty then the system will allow the favourites list to be updated. This list was not being saved and was being prompted for on each entry to the console. This issue has now been addressed. Key Data Module/Function: INV E005 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 54 . System Control/Transaction Posting Enter Timesheet (SDR:44320 ) For Service Timesheet program J and Cost to Post set to 8 for Service Minimum and After Hours Rate, the chargeout is being incorrectly calculated for the double time entered.This has been rectified. Key Data Module/Function: SERV M313 Blank Cheque Number Warning During Manual Cash Payment (SDR:44521 ) When processing a 'Manual Cash Payment' for a GL account, a warning message will now appear if the 'Cheque Number' field is left blank. Key Data Module/Function: AP T034 Missing Entries From Tick List In Local Manual Statement (SDR:44695 ) In the Local Manual Statement report, if the 'Cheque No. Sequence' is set to "N" when printing the tick list, transaction entries dated earlier than the end statement date were excluded from the report. This has been fixed by including those transaction entries into the report, which is already happening if the 'Cheque No. Sequence' is set to "Y". Key Data Module/Function: AP T007 Customer Integrity (SDR:44845 ) When posting Post-dated Redeipts (ie the receipt of the actual payment from eg. Diners), the transactions generated on the (eg) ZDINER account were showing as Integrity errors on the associated General Ledger Customer Control account. The problem was caused when the payment from (eg) Diners was received in a different period to the original payment by the Customer. The (eg) ZDINER account contains an offsetting "PD" transaction for the original customer payment. When the amount is received the "PD" is converted to a "JE" on the ZDINER account, and a "CR" is created to clear the "JE". When the "JE" and the "CR" on the ZDINER account are in different Customer Ledger posting periods, it caused the system to report an integrity error on the account. _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 55 . System Control/Transaction Posting continued... The Customer Integrity has now been altered to identify the postdated accounts (eg) ZDINER, and not to include the "JE" and "CR" transactions in the total that will be compared to the General Ledger Customer Control account. WARNING: The integrity would also IGNORE any manual JE transactions posted to these accounts entered by the user. There should not be any need to do manual transactions to these 'holding' accounts. Key Data Module/Function: AR M176 Bad Cheque (SDR:44899 ) Cheques with more than 8 digits cheque numbers cannot be cancelled properly. This has been rectiried. The cheque number is allowed a maximum of 10 digits. Key Data Module/Function: AR M003 Payroll Weekly Timesheet Entry (SDR:44969 ) Ensure correct display of totals column in weekly entry screen. Key Data Module/Function: PROJ M157 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 56 . Web WEB (SDR:44807 ) Changes to split outsourced orders on hold only after Approval Key Data Module/Function: WEB Technical Reference/Dict. Changes Epronto/Web - Get Sales Tax Rate by Stock (SDR:44873 ) Additional API get-sales-tax-rate-by-stock, this api expects the following parameters to be passed in: - auth-accountcode - auth-user-number - sales order number - item code It returns the following: - result status - result message - tax code - tax rate Note: If the sales order is a tax exempt order, the tax code and rate will be returned as zero. Key Data Module/Function: WEB WEB WEB - Forward Orders Having Shipped Quantity (SDR:45012 ) When a forward is created via the internet, the shipped qty will now remain as ZERO, and the backorder qty will be equal to the ordered qty. This will now match the logic for raising a forward order in normal PRONTO sales module. Key Data Module/Function: ECOM M001 Major Function Flags:- -SO > sys-so-days-future-forward > zero _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 57 . Warehouse Management System WHSE - Processing Purchase Returns In An Advanced Warehouse (SDR:44500 ) The processing of a purchase return in an advanced (type 3) warehouse creates a negative inwards which is visible in the inwards putaway screens. The purpose of the negative inwards is to allow the allocation of the negative to a positive location. This indicates where the stock came from for return to the supplier. This allocation of negative inwards to a positive location is attempting to match a specific reference to process the putaway. If this reference cannot be found the putaway is not being done. This putaway issue has now been addressed, allowing the negative inwards to be allocated despite a specific match reference not being found. Key Data Module/Function: WHSE M042 Stock Availability For Dedicated Reserved (SDR:44687 ) With this change, the calculation of stock availability for item reserved for a specific customer will now be correct. Key Data Module/Function: WHSE E009 Major Function Flags:- -Dedicated Customer Zones = 'R' WHSE - Pick Processing Using The Simple Scan Method (SDR:44697 ) The use of the 'Simple' pack method of scanning allows for the option to print despatch and invoice information on completion of the pick. If the pick is not completed the print options are still available. This makes it possible to print the despatch and invoice information even if nothing has been picked. If the pick is not complete it should be suspended. The pick job must be complete before the option to print documentation is presented. Key Data _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 58 . Warehouse Management System continued... Module/Function: WHSE M013 WHSE M014 WHSE - Order Despatch And The Simple Scan Method (SDR:44745 ) On completion of a pick using the 'Simple' pack method of scanning, the status of the pick will be set to pack completed. The pick can then be despatched via the non-RF despatch process. If the pick is in-progress or suspended it is still able to be despatched. This issue has been investigated and a pick that is in-progress or suspended will not be able to be despatched. Key Data Module/Function: SO M287 WHSE - Backorder Splitting On Order Load Or Release (SDR:44772 ) The setting of the Backorder Split Point flag in an advanced warehouse to '3' will attempt to split orders when they are loaded and/or released. When an individual order is automatically loaded into the advanced warehouse it is not checked to see whether it contains a backorder that needs to be split. This issue has been addressed. Key Data Module/Function: SO M001 Maintain Stock Lot Information (SDR:45060 ) From version 650 onwards, the following fields are now maintained in a Maintain Stock Lot screen: Retested On, Use By, Test Classification, Master Lot Reference and Factor. This screen is accesible through Inventory Maintenance > Extra > Lots. It can also be called from FIFO Inventory Maintenance > Lots. Key Data Module/Function: INV M138 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 59 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Account ... 5, 6, 8, 10, 14, 17 Deemed ... 20 37, 55 Delivery ... 22, 32, 40, 45 Actual ... 3, 55 Despatch ... 45, 53, 58, 59 Adjustment ... 23, 47 Despatched ... 1, 59 Allocation ... 37, 44, 58 Discount ... 6, 10, 26, 40, 45 Alternative ... 39 Distribution ... 12 Analysis ... 47, 52 Docket ... 32, 33, 40 APN ... 41, 46 DRP ... 12 Archived ... 16 EFT ... 5 Automatic ... 52 Employment ... 19 Available ... 6, 20, 22, 24, 42, 49 Engineer ... 17 58 Enquiry ... 40, 43, 47, 50, 52 Average ... 37, 49 Exempt ... 22, 57 Backorder ... 5, 20, 38, 57, 59 Factor ... 14, 59 Balance ... 5, 28 Factory ... 12, 48 Bank ... 5, 6, 14 Fifo ... 48, 59 Batch ... 4, 5, 16, 20, 28 Fixed ... 8, 10, 15, 21, 22, 26 Bill ... 2 28, 30, 31, 39, 41, 43 Bill-to ... 41 44, 45, 49, 52, 55 BIN ... 48 Foreign ... 6, 22 BOM ... 3, 51 Format ... 19, 30 Branch ... 10, 12, 20, 32 Forward ... 57 Budget ... 16, 18, 30 Freight ... 6 Calculation ... 2, 43, 58 Function ... 3, 5, 12, 13, 14, 16 Call ... 17, 32, 33, 34, 35, 40 19, 20, 21, 22, 23, 24 Cash ... 6, 26, 44, 55 26, 30, 33, 34, 35, 38 Category ... 18, 19 41, 42, 43, 44, 45, 47 Centre ... 3, 17 48, 49, 51, 53, 57, 58 Cheque ... 6, 10, 56 Future ... 6 Column ... 4, 5, 6, 14, 15, 17 Group ... 37, 47 30, 53, 56 History ... 10, 30, 31 Committed ... 2 Integrity ... 4, 16, 17, 23, 24, 47 Company ... 32 49, 50, 55 Component ... 2, 3, 43, 46 Internal ... 7 Components ... 2, 3, 43, 48 Invoice ... 5, 10, 11, 16, 21, 22 Consignment ... 28, 41 28, 34, 40, 58 Consolidated ... 47 KIT ... 26, 30, 43, 46 Contract ... 23, 28, 32, 33, 34, 40 Label ... 41 Control ... 10, 16, 26, 48, 55 Labels ... 52 Conversion ... 40 Labour ... 3 Cost ... 3, 16, 18, 23, 33, 37 Last ... 3, 17, 26, 28, 32, 33 48, 49, 51, 55 37, 53 Costing ... 34, 49 Leave ... 23 Costs ... 3, 49 Limit ... 38 Credit ... 35, 38, 39, 40, 41 List ... 20, 49, 52, 54, 55 Currency ... 14, 38 Location ... 41, 47, 48, 52, 58 Customer ... 10, 13, 28, 30, 32, 34 Long ... 40 35, 37, 40, 42, 45, 55 LOT ... 3, 24, 26, 37, 41, 44 58 47, 53, 59 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 60 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Management ... 11, 39 RAW ... 2 Master ... 17, 32, 34, 59 Rebate ... 41 Material ... 2, 3 Receipt ... 10, 21, 23, 55 Materials ... 2, 3 Register ... 6, 14 Maximum ... 45, 56 Released ... 59 Menu ... 20, 35 Rent ... 28 Minimum ... 55 Reorder ... 12, 23 Module ... 22, 28, 57 Replace ... 37 MRP ... 12 Report ... 2, 4, 5, 10, 15, 16 Multiple ... 2, 8, 14, 17, 21, 22 17, 21, 28, 30, 31, 35 23, 24, 26, 37, 40, 41 41, 44, 45, 46, 47, 53 43, 44, 47, 48 55 Note ... 6, 16, 35, 39, 41, 42 Reporting ... 15, 17, 30, 31, 35, 48 57 Requirements ... 12 Notes ... 7, 33 Requisition ... 22, 24 Number ... 2, 5, 6, 8, 16, 22 Retail ... 11 24, 26, 34, 37, 38, 39 Reversing ... 2 41, 44, 46, 47, 51, 52 ROW ... 14 56, 57 Sales ... 1, 10, 16, 18, 20, 26 Officer ... 38 30, 31, 32, 33, 35, 37 Order ... 1, 2, 3, 4, 5, 12 38, 40, 41, 42, 43, 44 13, 16, 18, 20, 21, 22 45, 46, 50, 53, 57 23, 24, 26, 28, 32, 33 Schedule ... 16 35, 37, 38, 40, 41, 42 Security ... 42, 49 43, 44, 45, 46, 53, 57 Sequence ... 30, 47 59 Serial ... 21, 24, 26, 28, 33, 37 Outstanding ... 21 38, 43, 44 Pack ... 41, 42, 58, 59 Service ... 17, 32, 33, 34, 35, 40 Part ... 2, 5, 14, 47 55 Payment ... 6, 14, 55 Settlement ... 6, 10 Period ... 6, 14, 28, 30, 31, 55 Shipment ... 22, 23 Pick ... 33, 45, 58, 59 Slip ... 33, 35, 37 Picking ... 12, 33, 35, 37, 38, 42 Special ... 16, 21, 48 Post ... 21, 55 Stocktake ... 49, 52 Posting ... 3, 6, 14, 55 Storage ... 48 Postings ... 6, 14, 16, 21 Supplier ... 5, 6, 7, 21, 22, 23 Price ... 33, 37, 39, 40, 42, 43 50, 58 45, 50 TAX ... 14, 22, 32, 38, 40, 50 Print ... 15, 21, 34, 44, 46, 58 57 Printed ... 15, 16, 17, 34, 40, 53 Territory ... 11, 28, 30, 34 Priority ... 50 Time ... 3, 4, 5, 16, 32, 33 Product ... 47, 51 55 Production ... 2, 3 Timesheet ... 33, 55 Progress ... 4, 5, 41, 44, 45 Total ... 4, 14, 16, 24, 28, 33 Promotion ... 11 47, 55 Purchase ... 5, 6, 16, 20, 21, 22 Track ... 47 23, 24, 58 Transaction ... 4, 5, 6, 8, 10 Putaway ... 58 17, 28, 32, 33, 55 Quotation ... 20 Transfer ... 14, 37, 38, 44 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 61 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd INDEX _____________________________________________________________________________ Trial ... 28 Unit ... 28, 33, 37 Value ... 2, 3, 4, 5, 6, 15 23, 30, 34, 47, 48, 49 51, 52 Variation ... 30 Warehouse ... 3, 4, 12, 20, 22, 37 41, 44, 48, 49, 52, 58 59 WIP ... 35 Work ... 2, 3, 4, 14, 20, 22 38, 44 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: 62 PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page APIs API - Order Despatch Email Not Being Sent............................ 1 Bill Of Materials BOM - Reversal Of Production For Items With Byproducts............... 2 BOM - Planned Quantities In Availability/Shortage Report............. 2 Production Summary Report - Multiple Work Order References........... 2 Reset Employee Details on change of Employee......................... 2 MANU T004............................................................ 2 BOM - Job Card Print Showing Additional Header Detail................ 3 Lot Tracked Finished Item With Actual Costing Method................. 3 MANU M073............................................................ 3 MANU T014............................................................ 3 MANU T001............................................................ 4 BOM - Submiitng Release Planned Orders Report To Batch............... 4 Auto Issue - Total Issued Value...................................... 4 Issuing Manufactured Advanced Warehouse Items........................ 4 Accounts Payable Bank Statement Entries............................................... 5 AP T041.............................................................. 5 Added 'E'xact option to Summary Only Mode............................ 5 Fast Supplier Invoice Entry - Splitting Orders....................... 5 Supplier Cheque Printing for Draft Payment Type...................... 6 Manual Cash Payment.................................................. 6 Accounts Payable Freight Invoices.................................... 6 EDI Parameter Error.................................................. 7 Supplier Maintenance - Notes Exist Flag.............................. 7 Customer Relationship Management Request For PIN Number In Customer Relationship Management........... 8 CRM Console - Phone display.......................................... 8 CRM - Data Mining Enhancement........................................ 8 CRM - Multiple Email Recipients...................................... 8 Prevent Report Error in Replink...................................... 8 Customer Relationship Management..................................... 8 Accounts Receivable Post dated Transaction Receipt....................................... 10 Rebuilding Warehouse Sales Summary Only.............................. 10 Incorrect Help Screen In Labels - Customer Report.................... 10 Accounts Receivable- Shortname On Transactions By Account............ 10 Truncated Amount In Invoice Register Report.......................... 10 Postdated Transactions Receipt....................................... 10 RMS Template - Mandatory End Date.................................... 11 RMS Closeout - Finalize Error........................................ 11 AR M312.............................................................. 11 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: i PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Distribution Requirements Planning (DRP) DRP - DRP Requirements Not Visible To MRP Processing................. 12 DRP - Buyer/Planner Code Not Written To Reorder File................. 12 Electronic Data Interchange (EDI) Receiving EDI Orders With Promotional Discounts...................... 13 Duplicate Reference - EDI Loopback Processing........................ 13 General Ledger Financial Reporting - Drill Down..................................... 14 Bank Transfers....................................................... 14 FRW - Multiplier Row on Current Accumulation......................... 14 General Ledger Prior Period Posting For Intercompany................. 14 GL-Budget Listing Report Not Reporting By Chosen Parameters.......... 15 Financial Reporting - Underlined Values are not Printed.............. 15 Project Costing Control Service-Close Projects For Archived Calls Run In Batch Mode.......... 16 Job-Projected Total Update In Forecast Cost To Complete.............. 16 Job-Schedule Invoice Not Retaining Information....................... 16 Job-Profit Takeup Using Two Profit Categories........................ 16 Job-Issues Concerning Budget Purchase Orders......................... 16 Service-Integrity Reporting Errors................................... 17 Job-Project Profit Distribution Report............................... 17 Plant-Work Order Forecasting Report.................................. 17 Job-Invoicing Continuously Creating Sales Order Lines................ 18 Quotation Maintenence................................................ 18 Payroll and Human Resource Management (HRM) Pay-Load Time Clock For Simplex Format............................... 19 Stock-Labarotary System Inclusion/Exclusion Rules.................... 19 Payroll category codes............................................... 19 F2 Lookup In Payroll Tax Report Parameters........................... 19 Plant Maintenance SO - Invoice Update Creates GL Batch Imbalance....................... 20 Plant Maintenance Work Order Purchases............................... 20 Work Request Entry and Branch Masking................................ 20 Purchase Order Incorrect GL Postings During Partial Invoicing and Receipt........... 21 Review Serial Number of Return Purchase Order........................ 21 Outstanding Purchase Orders - New Page............................... 21 Invoice Receipt Purchase Order With Multiple Project................. 21 Purchase Orders - Lot Allocation for Goods Receipt................... 21 Tax On PO And Shipments For Tax Exempt Suppliers..................... 22 PO M006.............................................................. 22 PO M006.............................................................. 22 Purchase Order Entry - Warehouse Addresses........................... 22 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: ii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Purchase Order continued... Problem With F4 Operation In Shipment Charges Screen................. 22 PO M026.............................................................. 23 PO M002.............................................................. 23 Cost Adjustment Order - Re-price/Cost Shipment....................... 23 PO M114.............................................................. 23 Approve Requisition Merge - Officer Requisition...................... 24 PO T029.............................................................. 24 PO M058.............................................................. 24 Stock Movements - Lot Tracked Items.................................. 24 Point of Sale POS - Lot Allocation for Cash Sales.................................. 26 POS Mode 6 Creating Stock-warehouse-detail records................... 26 Discount Always Applied To Last Line In POS Entry.................... 26 Full Item Description Not Displayed In POS........................... 26 Rental Rental-No Invoicing Option Given When No Orders On Hire.............. 28 Missing Total In Projected Rental Income Report...................... 28 Rental Trial Balance Report.......................................... 28 Rental-Change End Dates And Rental Increase.......................... 28 Rental-Removal Of Contract With 'Entered ' Status.................... 28 Sales Reports SALES - Reporting By Fixed Periods In Custom Sales History........... 30 Sales-Sales Analysis Detail Report Concerning Kits................... 30 SALES - Displaying Budget Profit In Custom Sales History............. 30 SALES - Reporting By Fixed Periods In Custom Sales History........... 30 SALES - Report Past Values Using Fixed Period Definitions............ 31 Service Call & Contract System Service-Calls Entered through Web For Brisbane Branch................ 32 Create Service Contract.............................................. 32 Service-Change Of Customer Not Updating Site Address................. 32 Service-Sales Order Not Displaying Stock Description................. 32 Finished Calls Housekeeping.......................................... 32 Service-Notes Not Printing On A Cancelled Invoice.................... 33 Service Call Maintenance - Picking Slip Issue........................ 33 Service - Docket Created with Wrong Total Line Amount................ 33 Service Contract Maintenance......................................... 33 Service Contract Invoicing Customer Type Filter...................... 34 FU Invoice Header Code Prints Wrong Service Number................... 34 Call Maintenance by Call Number...................................... 35 Call Maintenance by Call Number...................................... 35 Call Maintenance by Call Number...................................... 35 Service Aged WIP Report.............................................. 35 Log Calls............................................................ 35 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: iii PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Sales Order Merging Sales Order When Deliver Address Not Copied.................. 37 ScanPack - Pick and Pack Multiple Own Boxes.......................... 37 JOB - Maintain Serial Numbers for Picking Slip Return................ 37 Transfer Sales Order between Different Warehouse Groups.............. 37 Sales Order Entry - Create New Serial Number for Credit Line......... 38 SO - Additional Fields Added To Transfer Flat File Export............ 38 Split of Sales Order with Manufacturing Items........................ 38 SO - Returns Management.............................................. 39 Missing Price Record For Alternative Item Code....................... 39 AR - Approve Request for Credit...................................... 40 IFS Carrierlink Delivery Address Output.............................. 40 Misleading Error Message In Delivery Docket Print.................... 40 Invoice and Credit Note Print........................................ 40 Full Order Entry..................................................... 40 Advanced Warehouse - Next Consignment Note Assignment................ 41 Sales Order With Blank Carrier Code Retain Bill-To Code.............. 41 Missing Header On First Page Of In Progress SO Report................ 41 SO M0334............................................................. 41 SO - Own Box Processing With Multiple APN Codes...................... 41 Stock Available For Non-Dedicated Customers.......................... 42 SO M001.............................................................. 42 SO - Designation Of Own Box Processing............................... 42 SO - Pricing Of Packaging Items...................................... 42 SO - Price Enquiry On Kit Items With Serial Components............... 43 Invoke Override Program for SO_OP_LINE for Tally Item................ 43 Printing Cancelled Sales Orders...................................... 43 Sales Order Despatch For Serial Item With 'Use Normal' Mode.......... 44 In Progress Sales Orders Report's SO Drill-Down May Not Work......... 44 Cash Receipts........................................................ 44 SO M287.............................................................. 44 Sales Order Conclusion - Serial/Lot Allocation....................... 44 Mainframe link 1250 Toll Connect - Delivery Address.................. 45 In Progress Sales Orders Report Name Missing......................... 45 Sales Order Discount Price on Cancel/Swap Inventory.................. 45 Split for Credit On Hold Sales Order................................. 45 SO M287.............................................................. 45 Multiple GTIN Purchase Order Printing................................ 46 Sales Order Return - Edit Action Type................................ 46 SO M069.............................................................. 46 Inventory System STK - Subtotal And Total Discrepancy In ABC Analysis Report.......... 47 INV - Copying of Products and GTINS.................................. 47 STK - Removing And Consolidating Quantities In LOST Location......... 47 INV T011............................................................. 47 INV T012............................................................. 48 Price Book - Incorrect Reporting Of Item Cost........................ 48 Warehouse Storage Details With Warehouse Masking..................... 48 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: iv PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Inventory System continued... Cosmetic Change to QTY Break Entry................................... 48 INV T006............................................................. 48 Project Costing Stock - Renaming Item................................ 49 Stocktake For Items With Zero Average Cost........................... 49 Return Stock To Warehouse - Warehouse Selected....................... 49 Several Costs Available In Inventory Maintenance..................... 49 SO M005.............................................................. 50 Stock-Item Price Report Displays 4 Decimals For Price................ 50 Quick Inventory Maintenance for Style/Colour/Size Stock Item......... 50 INV M138............................................................. 50 INV E005............................................................. 50 Cost Simulation For Product Configurator Items....................... 51 MANU M042............................................................ 51 Stock-Description Of Tests Losing Decimals........................... 51 Stock-Spelling Errors In Laboratory System........................... 51 Stock-Laboratory Item Tests Auto Entry Function...................... 51 Special Characters Used In Label Printing............................ 52 Advanced Warehouse Stock Take - Zero Stock On Hand................... 52 Stock-Text Value Not Displaying In Certificate Layout................ 52 STK - Populating The Recent List In The Inventory Console............ 52 Stock-Lab System Enquiry On Sold Lot................................. 53 Stock-Daily Warehouse Report Cosmetic Changes........................ 53 Stock-Cosmetic Faults In Laboratory Subsystem........................ 53 STK - Adding Enquiries To Favourites In Inventory Console............ 54 System Control/Transaction Posting Enter Timesheet...................................................... 55 Blank Cheque Number Warning During Manual Cash Payment............... 55 Missing Entries From Tick List In Local Manual Statement............. 55 Customer Integrity................................................... 55 Bad Cheque........................................................... 56 Payroll Weekly Timesheet Entry....................................... 56 Web WEB.................................................................. 57 Epronto/Web - Get Sales Tax Rate by Stock............................ 57 WEB - Forward Orders Having Shipped Quantity......................... 57 Warehouse Management System WHSE - Processing Purchase Returns In An Advanced Warehouse.......... 58 Stock Availability For Dedicated Reserved............................ 58 WHSE - Pick Processing Using The Simple Scan Method.................. 58 WHSE - Order Despatch And The Simple Scan Method..................... 59 WHSE - Backorder Splitting On Order Load Or Release.................. 59 Maintain Stock Lot Information....................................... 59 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: v PRONTO CUSTOMER RELEASE NOTES PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd TABLE OF CONTENTS Module Page Appendix A Index................................................................ 60 _____________________________________________________________________________ PRONTO - PRONTO-Xi Phase 4 EMS650.2-PRONTO Software Pty Ltd Page: vi